Mireille Falardeau et Michel Loranger Le choix de stratégies ... - CSSE
Mireille Falardeau et Michel Loranger Le choix de stratégies ... - CSSE
Mireille Falardeau et Michel Loranger Le choix de stratégies ... - CSSE
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<strong>Mireille</strong> <strong>Falar<strong>de</strong>au</strong> <strong>et</strong> <strong>Michel</strong> <strong>Loranger</strong><br />
<strong>Le</strong> <strong>choix</strong> <strong>de</strong> <strong>stratégies</strong> d’apprentissage dans différents contextes scolaires par<br />
l’élève du primaire <strong>et</strong> du secondaire<br />
Martine Chomienne<br />
<strong>Le</strong> changement <strong>de</strong> rôle d’un enseignant dans un environnement technologique<br />
riche<br />
André-Jacques Deschênes, Céline Bourdages, Louise <strong>Le</strong>bel <strong>et</strong> Bernard<br />
Michaud<br />
Quelques principes pour concevoir <strong>et</strong> évaluer <strong>de</strong>s activités d’apprentissage en<br />
formation à distance<br />
Guy Fréch<strong>et</strong><br />
Précarité <strong>de</strong> l’emploi <strong>et</strong> scolarisation moyenne au Canada<br />
Stuart Richmond<br />
Art, Imagination, and Teaching: Researching the High School Classroom<br />
Yvonne Tabin & P<strong>et</strong>er Coleman<br />
From the Dollhouse to the Schoolhouse: The Changing Experience of Women<br />
Principals in British Columbia, 1980 to 1990<br />
Rebecca Priegert Coulter & Margar<strong>et</strong> McNay<br />
Exploring Men’s Experiences as Elementary School Teachers<br />
Allen T. Pearson & Patricia T. Rooke<br />
Gen<strong>de</strong>r Studies and Teacher Education: A Proposal<br />
James R. Covert<br />
Creating a Professional Standard of Moral Conduct for Canadian Teachers:<br />
A Work in Progress
Contents /<br />
Table <strong>de</strong> matières<br />
vii A Note of Thanks / Un mot <strong>de</strong> remerciements<br />
Articles<br />
<strong>Mireille</strong> <strong>Falar<strong>de</strong>au</strong> <strong>et</strong> 307 <strong>Le</strong> <strong>choix</strong> <strong>de</strong> <strong>stratégies</strong> d’apprentissage dans<br />
<strong>Michel</strong> <strong>Loranger</strong> différents contextes scolaires par l’élève du<br />
primaire <strong>et</strong> du secondaire<br />
Martine Chomienne 323 <strong>Le</strong> changement <strong>de</strong> rôle d’un enseignant dans un<br />
environnement technologique riche<br />
André-Jacques Deschênes, 335 Quelques principes pour concevoir <strong>et</strong> évaluer <strong>de</strong>s<br />
Céline Bourdages, activités d’apprentissage en formation à distance<br />
Louise <strong>Le</strong>bel <strong>et</strong><br />
Bernard Michaud<br />
Guy Fréch<strong>et</strong> 349 Précarité <strong>de</strong> l’emploi <strong>et</strong> scolarisation moyenne<br />
au Canada<br />
Stuart Richmond 366 Art, Imagination, and Teaching:<br />
Researching the High School Classroom<br />
Yvonne Tabin & 381 From the Dollhouse to the Schoolhouse:<br />
P<strong>et</strong>er Coleman The Changing Experience of Women Principals<br />
in British Columbia, 1980 to 1990<br />
Rebecca Priegert Coulter & 398 Exploring Men’s Experiences as Elementary School<br />
Margar<strong>et</strong> McNay Teachers<br />
Allen T. Pearson & 414 Gen<strong>de</strong>r Studies and Teacher Education:<br />
Patricia T. Rooke A Proposal<br />
James R. Covert 429 Creating a Professional Standard of Moral Conduct<br />
for Canadian Teachers: A Work in Progress
Discussion Notes / Débat<br />
Benjamin <strong>Le</strong>vin, 446 A Reply to “The Revival of School Administration:<br />
J. Anthony Riffel, & Alasdair MacIntyre in the Aftermath of<br />
Jonathan Young the Common School<br />
Mark Holmes 452 Who Should Control Educational Policy —<br />
Experts or the Public? A Response to<br />
<strong>Le</strong>vin, Riffel, and Young<br />
Book Reviews / Recensions<br />
Susanne Fontaine 455 La profession enseignante au Québec: enjeux <strong>et</strong><br />
<strong>de</strong>vis <strong>de</strong>s années 1990 sous le direction <strong>de</strong> Clau<strong>de</strong><br />
<strong>Le</strong>ssard, Ma<strong>de</strong>leine Perron <strong>et</strong> Pierre W. Bélanger<br />
Réal Larose 457 Autour <strong>de</strong> l’idée <strong>de</strong> science par Marie Larochelle <strong>et</strong><br />
Jacques Désautels<br />
Lucien Morin 459 La philosophie <strong>et</strong> les enfants par Marie-France<br />
Daniel<br />
Gilles Bibeau 461 La formation du jugement: peut-on apprendre le<br />
jugement? sous le direction <strong>de</strong> Michael Schleifer<br />
Ursula A. Kelly 463 Teaching Against the Grain: Texts for a Pedagogy<br />
of Possibility, by Roger I. Simon<br />
Heather Hemming 467 Interwoven Conversations: <strong>Le</strong>arning and Teaching<br />
through Critical Reflections, by Judith Newman<br />
Ian Winchester 470 Un<strong>de</strong>rstanding Skills, by Robin Barrow<br />
Murray Ross 473 Autonomy and Education, by Eamonn Callan<br />
476 In<strong>de</strong>x to volume / In<strong>de</strong>x du volume
A Note of Thanks<br />
Listed below are the persons who reviewed manuscripts for the CJE from 1992<br />
August to 1993 July. The editors thank these reviewers for performing their<br />
important function in the publication of our journal.<br />
Un mot <strong>de</strong> remerciements<br />
On trouvera ci-<strong>de</strong>ssous la liste <strong>de</strong>s noms <strong>de</strong>s arbitres <strong>de</strong>s manuscrits proposés à<br />
la RCE, du mois d’août 1992 au mois <strong>de</strong> juill<strong>et</strong> 1993. <strong>Le</strong>s rédacteurs expriment<br />
leurs remerciements à ces arbitres pour leur précieuse <strong>et</strong> indispensable collaboration<br />
à la publication <strong>de</strong> notre revue.<br />
Allard, R.<br />
Amegan, S.<br />
An<strong>de</strong>rson, J.<br />
Angenot, P.<br />
Bailin, S.<br />
Barman, J.<br />
Barnabé, C.<br />
Baudoux, C.<br />
Beattie, M.<br />
Bégin, L.<br />
Blaikie, F.<br />
Bor<strong>de</strong>leau, L.-G.<br />
Briskin, L.<br />
Brunel, M.-L.<br />
Brun<strong>et</strong>, J.-P.<br />
Chevrier, J.<br />
Cochrane, D.<br />
Coleman, P.<br />
Collinge, J<br />
Coombs, J. R<br />
Corbishley, A.<br />
Coulter, R.<br />
Courtney, R.<br />
Crespo, M.<br />
Cummins, J.<br />
Daniels, L. B.<br />
Dassa, C.<br />
Deblois, C.<br />
De Castell, S.<br />
Dionne, J.-P.<br />
Dolbec, A.<br />
Dufresne-Tassé, C.<br />
Dussault, H.<br />
Eberlein, L.<br />
Egan, K.<br />
Fris, J.<br />
Fullan, M.<br />
Gagnon, H.<br />
Garon, D.<br />
Gaskell, J. S.<br />
Gaudreau, J.<br />
Germain, C.<br />
Goodson, I.<br />
Gordon, B.<br />
Guay, M.<br />
Haig-Brown, C.<br />
Hare, W.<br />
Hoge, R.<br />
Jackson, M.<br />
Kelly, D.<br />
Kelly, U.<br />
Kelsey, G.<br />
King, J. E.<br />
Lamb, R.<br />
Landry, R.<br />
Landry, S.<br />
Laurin, P.<br />
Laville, C.<br />
Lavoie-Sirois, J.<br />
<strong>Le</strong>ach, M.<br />
<strong>Le</strong>ithwood, K. A.<br />
<strong>Le</strong>vin, M.<br />
<strong>Le</strong>wis, M.<br />
Lussier, D.<br />
MacGregor, R.<br />
MacKinnon, A.<br />
Magsino, R.<br />
Manicom, A.<br />
McClaren, A.<br />
McKinnon, A.<br />
McLaren, A.<br />
Mc<strong>Le</strong>od, K.
Morin, J.<br />
Morval, M.<br />
Munby, H.<br />
Musella, D.<br />
O’Farrell, L.<br />
Osborne, K.<br />
Pallascio, R.<br />
Paqu<strong>et</strong>te, J.<br />
Pearse, H.<br />
Pe<strong>de</strong>rsen, K. G.<br />
Pell<strong>et</strong>ier, G.<br />
Piddocke, S.<br />
Poisson, Y.<br />
Potvin, G.<br />
Racine, P.<br />
Riffel, J. A.<br />
Robitaille, D.<br />
Rossiter, A.<br />
Saint-Jacques, M.<br />
Sampson, G.<br />
Sanoui, R.<br />
Selman, M.<br />
Shapiro, B.<br />
Simon, R.<br />
Smith, D.<br />
Smith, S.<br />
Tardif, C.<br />
Tardif, J.<br />
Terrisse, B.<br />
Tochon, F.<br />
Toohey, K.<br />
Ungerlei<strong>de</strong>r, C.<br />
Van<strong>de</strong>lac, L.<br />
Weber, S.<br />
Welton, M.<br />
Werner, W.<br />
Wilson, M.<br />
Wilson, R.J.<br />
Woodhouse, H.<br />
Wright, R.<br />
Yewchuk, C.<br />
Young, B.
<strong>Le</strong> <strong>choix</strong> <strong>de</strong> <strong>stratégies</strong> d’apprentissage dans<br />
différents contextes scolaires par l’élève<br />
du primaire <strong>et</strong> du secondaire<br />
<strong>Mireille</strong> <strong>Falar<strong>de</strong>au</strong><br />
<strong>Michel</strong> <strong>Loranger</strong><br />
université laval<br />
L’objectif principal <strong>de</strong> c<strong>et</strong>te étu<strong>de</strong> consiste à i<strong>de</strong>ntifier les <strong>stratégies</strong> qui sont considérées<br />
efficaces par les élèves du primaire <strong>et</strong> du secondaire pour réussir en classe, <strong>et</strong> ce, dans<br />
sept contextes <strong>de</strong> leur activité scolaire. L’échantillon se compose <strong>de</strong> 64 suj<strong>et</strong>s, soit 16 <strong>de</strong><br />
3e année, 16 <strong>de</strong> 6e année, 16 <strong>de</strong> 2e secondaire <strong>et</strong> 16 <strong>de</strong> 5e secondaire. Sept contextes sont<br />
présentés aux suj<strong>et</strong>s (ex: manque <strong>de</strong> compréhension en classe <strong>et</strong> préparation d’un examen)<br />
<strong>et</strong> la grille <strong>de</strong> Zimmerman <strong>et</strong> Martinez-Pons (1986) est utilisée pour inventorier les<br />
<strong>stratégies</strong> mentionnées. Des différences sont observées selon le contexte présenté à<br />
l’élève. <strong>Le</strong>s résultats démontrent aussi que les suj<strong>et</strong>s plus vieux présentent <strong>de</strong>s <strong>stratégies</strong><br />
différentes <strong>de</strong> celles <strong>de</strong>s plus jeunes. Trois conclusions ressortent <strong>de</strong>s analyses: (1) <strong>de</strong>s<br />
différences apparaissent entre les groupes d’âge dans le <strong>choix</strong> <strong>de</strong>s <strong>stratégies</strong> considérées<br />
importantes, allant vers une auto-régulation accrue <strong>de</strong> l’élève en vieillissant, (2) le<br />
contexte scolaire apparaît comme une variable importante dans le <strong>choix</strong> <strong>de</strong> <strong>stratégies</strong> <strong>et</strong><br />
(3) les <strong>stratégies</strong> mentionnées pointent l’importance <strong>de</strong>s relations sociales dans l’atteinte<br />
<strong>de</strong>s objectifs <strong>de</strong> réussite scolaire.<br />
Primary and secondary pupils choose learning strategies likely to help them succeed in<br />
school. Our 64 subjects — 16 in each of Gra<strong>de</strong>s 3, 6, 9, and 12 — chose their strategies<br />
in seven contexts (for instance, in the context of not having un<strong>de</strong>rstood som<strong>et</strong>hing in<br />
class, y<strong>et</strong> facing an examination). Using Zimmerman’s and Martinez-Pons’s (1986)<br />
framework to make an inventory of strategies, we found that strategies differed by<br />
context, and that ol<strong>de</strong>r pupils did not choose the same strategies as younger pupils. We<br />
conclu<strong>de</strong> that children choose strategies differently, <strong>de</strong>pending on their age group, and<br />
more self-reliantly with age. Further, educational context affects their choices of strategy.<br />
Choices of strategy show how social relations affect pupils’ aca<strong>de</strong>mic success.<br />
Dans le domaine <strong>de</strong> la psychologie comme dans celui <strong>de</strong> l’éducation, plusieurs<br />
théories tentent <strong>de</strong> définir <strong>et</strong> d’expliquer les variables qui influencent l’apprentissage<br />
<strong>et</strong> déterminent le ren<strong>de</strong>ment scolaire. Historiquement, les variables étudiées<br />
concernaient surtout le type d’environnement physique <strong>et</strong> social, les conditions<br />
<strong>de</strong> la tâche <strong>et</strong> les techniques éducatives <strong>de</strong> l’enseignant qui pouvaient maximiser<br />
l’apprentissage <strong>et</strong> le ren<strong>de</strong>ment scolaire. Seules les habil<strong>et</strong>és intellectuelles <strong>de</strong><br />
l’élève à réaliser certaines tâches en relation avec le domaine scolaire étaient<br />
considérées.<br />
307 REVUE CANADIENNE DE L’ÉDUCATION 18:4 (1993)
308 MIREILLE FALARDEAU ET MICHEL LORANGER<br />
Cependant, les travaux portant sur les variables mesurées par les épreuves<br />
d’intelligence (la mémoire par exemple) n’ont pas permis d’expliquer à eux seuls<br />
le ren<strong>de</strong>ment scolaire <strong>de</strong> l’élève. Pour que l’élève réussisse bien, les auteurs ont<br />
observé qu’il <strong>de</strong>vait être actif <strong>et</strong> adopter un comportement stratégique <strong>et</strong> tactique<br />
face aux tâches qui lui sont présentées. C’est ainsi que sont apparus les travaux<br />
sur les <strong>stratégies</strong> d’apprentissage.<br />
STRATÉGIES D’APPRENTISSAGE<br />
<strong>Le</strong>s <strong>stratégies</strong> d’apprentissage sont définies par Pressley, Goodchild, Fle<strong>et</strong>,<br />
Zajchowski <strong>et</strong> Evans (1989) <strong>de</strong> la façon suivante: “Strategies are processes (or<br />
sequences of processes) that, when matched to the requirements of tasks, facilitate<br />
performance” (p. 303). Plusieurs travaux ont porté sur les <strong>stratégies</strong><br />
d’apprentissage <strong>et</strong> concernent <strong>de</strong>s aspects aussi variés que la catégorisation <strong>de</strong>s<br />
<strong>stratégies</strong> d’apprentissage (voir Snowman, 1986), la vérification <strong>de</strong> l’efficacité<br />
<strong>de</strong>s <strong>stratégies</strong> <strong>et</strong> l’entraînement à <strong>de</strong>s <strong>stratégies</strong> spécifiques, comme par exemple<br />
la prise <strong>de</strong> notes (voir Wa<strong>de</strong> & Trathen, 1989), <strong>de</strong>s techniques spécifiques <strong>de</strong><br />
mémorisation (voir Pressley, <strong>Le</strong>vin, & Delaney, 1982) <strong>et</strong> le résumé (voir Thomas<br />
& Rohwer, 1986). La plupart <strong>de</strong>s travaux mentionnés ont permis <strong>de</strong> prouver l’efficacité<br />
<strong>de</strong> ces <strong>stratégies</strong>.<br />
Cependant, bien que l’élève soit capable d’utiliser les <strong>stratégies</strong>, il semble peu<br />
le faire (Pressley & Harris, 1990) <strong>et</strong> aussi avoir <strong>de</strong> la difficulté à diriger son<br />
propre comportement d’apprentissage, ce qui est du domaine <strong>de</strong> la métacognition.<br />
MÉTACOGNITION<br />
<strong>Le</strong> terme métacognition vient <strong>de</strong> Flavell, qui le définit ainsi: “M<strong>et</strong>acognition is<br />
the segment of stored knowledge that has to do with people as cognitive creatures<br />
and with their diverse cognitive tasks, goals and actions” (Flavell, 1979, p.<br />
906). De façon générale, <strong>de</strong>ux composantes <strong>de</strong> la métacognition sont distinguées<br />
dans la littérature: (a) les connaissances concernant les processus cognitifs <strong>et</strong> (b)<br />
le contrôle sur ceux-ci, nommé aussi auto-régulation.<br />
Connaissances métacognitives<br />
Flavell (1979) définit les connaissances métacognitives ainsi: “M<strong>et</strong>acognitive<br />
knowledge consists primarily of knowledge or beliefs about what factors or<br />
variables act and interact in what ways to affect the course and outcome of cognitive<br />
enterprises” (p. 907). Il s’agit d’un système <strong>de</strong> connaissances, dans lequel<br />
les connaissances à propos <strong>de</strong> soi, <strong>de</strong>s tâches rencontrées <strong>et</strong> <strong>de</strong>s <strong>stratégies</strong> sont<br />
interreliées pour une meilleure compréhension.<br />
Comme tous les autres types <strong>de</strong> connaissances, la connaissance métacognitive<br />
est constituée <strong>de</strong> trois vol<strong>et</strong>s (Flavell, 1985). Une partie <strong>de</strong> ces connaissances est
LE CHOIX DE STRATÉGIES D’APPRENTISSAGE 309<br />
déclarative (elle indique ce que sont les choses, le “quoi”), une autre partie est<br />
procédurale (elle concerne le “comment” faire les choses) <strong>et</strong> une autre conditionnelle<br />
(elle indique le “pourquoi”).<br />
C<strong>et</strong>te connaissance augmente à mesure que l’enfant acquiert <strong>de</strong> l’expérience<br />
dans le domaine métacognitif. Ainsi, concernant le développement <strong>de</strong> la métacognition,<br />
Garner (1987) précise que la connaissance métacognitive est relativement<br />
stable. <strong>Le</strong>s enfants acquièrent probablement c<strong>et</strong>te connaissance en prenant conscience<br />
<strong>de</strong>s régularités dans leurs conduites cognitives avec le temps. <strong>Le</strong>s principaux<br />
travaux concernant les connaissances métacognitives ont porté sur la<br />
mémoire (Flavell <strong>et</strong> Wellman, 1977) l’attention (Myers & Paris, 1978), la compréhension<br />
(Markman, 1979), l’étu<strong>de</strong> (Paris <strong>et</strong> Myers, 1981) <strong>et</strong> la lecture (Cross<br />
& Paris, 1988). Des recherches sur les connaissances métacognitives portent sur<br />
leur développement. D’autres étu<strong>de</strong>s portant sur les changements métacognitifs<br />
selon l’âge (voir Markman, 1979) montrent que les enfants plus jeunes (préscolaire,<br />
1ère <strong>et</strong> 2e année) possè<strong>de</strong>nt moins d’informations à propos d’eux-mêmes,<br />
<strong>de</strong>s tâches qu’ils rencontrent <strong>et</strong> <strong>de</strong>s <strong>stratégies</strong> qu’ils emploient que les plus vieux<br />
(particulièrement en 5e <strong>et</strong> 6e année). Il faut noter cependant que ces étu<strong>de</strong>s ne<br />
se rapportent qu’à <strong>de</strong>s jeunes du primaire.<br />
S’ajoute à ces travaux l’étu<strong>de</strong> <strong>de</strong> Zimmerman <strong>et</strong> Martinez-Pons (1986). Ces<br />
chercheurs ont questionné <strong>de</strong>s adolescents entre 14 <strong>et</strong> 16 ans quant aux <strong>stratégies</strong><br />
qu’ils pouvaient utiliser dans six contextes scolaires différents (en classe, en<br />
élève à la maison, en effectuant <strong>de</strong>s travaux d’écriture, en effectuant <strong>de</strong>s travaux<br />
<strong>de</strong> mathématique, en se préparant à un examen, <strong>et</strong> en se motivant à étudier). Ils<br />
y proposent une grille <strong>de</strong> <strong>stratégies</strong> considérées importantes par <strong>de</strong>s élèves pour<br />
bien réussir. Une étu<strong>de</strong> plus récente <strong>de</strong> ces mêmes auteurs (Zimmerman &<br />
Martinez-Pons, 1990) démontre que les élèves plus jeunes n’utilisent pas les<br />
mêmes <strong>stratégies</strong> que les plus vieux dans l’ensemble <strong>de</strong>s situations qui leur sont<br />
présentées.<br />
Contrôle métacognitif ou auto-régulation<br />
Deuxième composante <strong>de</strong> la métacognition, le contrôle métacognitif ou autorégulation<br />
implique l’orchestration <strong>de</strong> <strong>stratégies</strong> en cours d’apprentissage selon<br />
l’objectif poursuivi (Shuell, 1986). Ce contrôle inclut par exemple l’évaluation,<br />
la révision <strong>et</strong> la planification, <strong>et</strong>c.<br />
Plusieurs chercheurs dans <strong>de</strong> domaine, dont Zimmerman (1989), s’inscrivent<br />
dans la lignée <strong>de</strong> travaux <strong>de</strong> Bandura (1977) sur l’auto-efficacité (“self-efficacy”)<br />
<strong>et</strong> relient les aspects motivationnel, métacognitif <strong>et</strong> comportemental impliqués.<br />
Ainsi, pour Zimmerman (1989), il yaunlien constant entre l’activité <strong>de</strong> l’élève,<br />
les feed-back qu’il reçoit, la motivation engendrée par ces feed-back <strong>et</strong> son comportement<br />
ultérieur en situation d’apprentissage.<br />
Pour Zimmerman (1989), l’élève efficace dans le contrôle <strong>de</strong> son apprentissage<br />
est celui qui approche la tâche avec confiance, possè<strong>de</strong> plein <strong>de</strong> ressources,
310 MIREILLE FALARDEAU ET MICHEL LORANGER<br />
recherche l’information quand c’est nécessaire <strong>et</strong> franchit les étapes pour arriver<br />
à ses fins. Quand il rencontre une difficulté, il trouve une façon <strong>de</strong> la régler avec<br />
succès. De plus, il voit ses acquisitions comme un processus contrôlable <strong>et</strong> il<br />
accepte beaucoup <strong>de</strong> responsabilités en vue d’un meilleur ren<strong>de</strong>ment. Enfin, il<br />
utilise systématiquement <strong>de</strong>s <strong>stratégies</strong> d’auto-régulation.<br />
Tous ces travaux portant sur la métacognition, qu’ils s’attar<strong>de</strong>nt plus aux<br />
connaissances métacognitives ou à la régulation, perm<strong>et</strong>tent <strong>de</strong> conclure à l’importance<br />
<strong>de</strong> considérer l’élève comme étant actif dans son propre processus d’apprentissage.<br />
Cependant, une <strong>de</strong>s fac<strong>et</strong>tes qui n’a pas encore été explorée, <strong>et</strong> qui est considérée<br />
comme <strong>de</strong>s plus importantes par Zimmerman lui-même (1989), suppose<br />
que l’élève qui contrôle bien son propre comportement d’apprentissage adoptera<br />
<strong>de</strong>s comportements qui seront ajustés en fonction du contexte auquel il fait face.<br />
Or, les travaux effectués jusqu’à maintenant ne tiennent pas compte <strong>de</strong>s connaissances<br />
qu’ont les élèves <strong>de</strong>s contextes spécifiques <strong>de</strong> leur activité scolaire, bien<br />
qu’il s’agisse d’un élément crucial. L’objectif <strong>de</strong> la présente étu<strong>de</strong> consiste donc<br />
à vérifier la connaissance qu’ont les enfants <strong>de</strong> leurs propres <strong>stratégies</strong> d’apprentissage<br />
ou d’étu<strong>de</strong>, <strong>de</strong> ce qu’ils croient être efficace pour bien réussir en classe,<br />
mais dans <strong>de</strong>s contextes spécifiques <strong>de</strong> l’activité scolaire. Ainsi, à l’instar <strong>de</strong>s<br />
travaux <strong>de</strong> Zimmerman <strong>et</strong> Martinez-Pons (1988), une liste <strong>de</strong>s <strong>stratégies</strong> utilisées<br />
par les élèves sera dressée, mais une attention particulière sera portée aux<br />
différents contextes scolaires auxquels l’élève est confronté dans son activité<br />
quotidienne. <strong>Le</strong>s questions posées à l’élève (au total sept) le placeront <strong>de</strong>vant six<br />
contextes spécifiques <strong>et</strong> un contexte plus global. Ces contextes, inspirés <strong>de</strong>s<br />
travaux <strong>de</strong> Zimmerman <strong>et</strong> Martinez-Pons (1988), sont les suivants: manque <strong>de</strong><br />
compréhension en classe, manque <strong>de</strong> compréhension à la maison, secon<strong>de</strong> rédaction<br />
d’un <strong>de</strong>voir, préparation d’un examen à la maison, manque <strong>de</strong> motivation<br />
<strong>et</strong> échec répété. <strong>Le</strong> contexte plus global est celui du manque <strong>de</strong> réussite en<br />
classe.<br />
<strong>Le</strong>s différences entre quatre niveaux d’âge (3e année du primaire, 6e année du<br />
primaire, 2e secondaire <strong>et</strong> 5e secondaire) seront évaluées pour chacun <strong>de</strong>s contextes.<br />
Nous nous attendons à obtenir <strong>de</strong>s différences entre les groupes à l’étu<strong>de</strong>.<br />
De plus, nous entrevoyons un <strong>choix</strong> particulier <strong>de</strong> <strong>stratégies</strong> selon le contexte<br />
présenté à l’élève.<br />
MÉTHODE<br />
Suj<strong>et</strong>s<br />
L’échantillon se compose <strong>de</strong> 64 suj<strong>et</strong>s appartenant à quatre groupes d’âge, soit<br />
16 suj<strong>et</strong>s provenant <strong>de</strong> 3e année du primaire (µ=9 ans, 2 mois), 16 suj<strong>et</strong>s <strong>de</strong> la<br />
6e année du primaire (µ=12 ans, 1 mois), 16 <strong>de</strong> la 2e secondaire (µ=14 ans, 6<br />
mois) <strong>et</strong> 16 <strong>de</strong> la 5e secondaire (µ=16 ans, 11 mois). La moitié <strong>de</strong>s suj<strong>et</strong>s est <strong>de</strong>
LE CHOIX DE STRATÉGIES D’APPRENTISSAGE 311<br />
sexe féminin <strong>et</strong> l’autre moitié <strong>de</strong> sexe masculin. <strong>Le</strong>s autres variables tels le<br />
ren<strong>de</strong>ment scolaire <strong>et</strong> le statut socio-économique sont réparties aléatoirement. <strong>Le</strong>s<br />
élèves du primaire fréquentent l’école La Source <strong>de</strong> Lor<strong>et</strong>teville <strong>et</strong> les élèves du<br />
secondaire la polyvalente <strong>de</strong> Lor<strong>et</strong>teville.<br />
Procédure<br />
Une entrevue individuelle d’environ 20 minutes a été effectuée avec chacun <strong>de</strong>s<br />
suj<strong>et</strong>s. La même expérimentatrice a rencontré tous les suj<strong>et</strong>s, dans le même local<br />
pour ce qui est <strong>de</strong>s élèves du secondaire <strong>et</strong> le même local pour ceux du primaire.<br />
L’entr<strong>et</strong>ien a été enregistré sur magnétophone. <strong>Le</strong> même ordre <strong>de</strong>s questions a<br />
été suivi pour chaque suj<strong>et</strong>.<br />
TABLEAU 1<br />
Questions <strong>de</strong> l’entrevue<br />
1. Bobby (ou Jojo) est en classe <strong>et</strong> le professeur explique un <strong>de</strong>voir au tableau; il dit à<br />
toute la classe que le <strong>de</strong>voir doit être remis le len<strong>de</strong>main matin. Mais Bobby (ou<br />
Jojo) se rend compte qu’il n’a pas bien compris les explications. Il ne sait plus quoi<br />
faire. Qu’est-ce que tu ferais à sa place?<br />
2. Maintenant, Bobby (ou Jojo) arrive chez lui <strong>et</strong> il commence son <strong>de</strong>voir. Tout à coup<br />
il ne comprend plus. Qu’est-ce qu’il <strong>de</strong>vrait faire selon toi?<br />
3. Bobby (ou Jojo) arrive en classe le len<strong>de</strong>main <strong>et</strong> il rem<strong>et</strong> son <strong>de</strong>voir au professeur.<br />
Après l’avoir corrigé, le professeur lui rem<strong>et</strong> son <strong>de</strong>voir <strong>et</strong> il lui dit qu’il y a beaucoup<br />
d’erreurs <strong>de</strong>dans. Il <strong>de</strong>man<strong>de</strong> alors à Bobby <strong>de</strong> revoir comme il faut son travail<br />
<strong>et</strong> <strong>de</strong> le lui rem<strong>et</strong>tre <strong>de</strong>main matin. Qu’est-ce que Bobby <strong>de</strong>vrait faire selon toi pour<br />
que son travail soit le meilleur possible?<br />
4. Bon, maintenant nous sommes à la fin <strong>de</strong> la journée <strong>de</strong> classe (primaire) ou <strong>de</strong> la<br />
pério<strong>de</strong> (secondaire) <strong>et</strong> le professeur annonce à toute la classe qu’il y aura un examen<br />
<strong>de</strong>main (ou un contrôle) sur ce qu’il vient d’enseigner. Bobby (ou Jojo) <strong>de</strong>vra donc<br />
se préparer le mieux possible à c<strong>et</strong> examen. Mais il ne sait pas comment faire.<br />
Qu’est-ce que tu lui conseilles <strong>de</strong> faire?<br />
5. Pierre (ou Marie) est un élève très gentil, mais qui a beaucoup <strong>de</strong> difficulté à l’école.<br />
Il (elle) te <strong>de</strong>man<strong>de</strong> ce qu’il (elle) <strong>de</strong>vrait faire pour <strong>de</strong>venir meilleur(e). Qu’est-ce<br />
que tu lui dis?<br />
6. Ti-Bob (ou Lili) est un élève qui aime beaucoup les mathématiques <strong>et</strong> qui n’aime pas<br />
du tout le français. Mais <strong>de</strong>main, il a <strong>de</strong>ux examens, un en français, l’autre en mathématique.<br />
Penses-tu qu’il étudiera plus le français ou les mathématiques? Pourquoi?<br />
As-tu <strong>de</strong>s métho<strong>de</strong>s particulières pour étudier quand tu aimes moins une matière?<br />
7. Jacques (ou Cathy) a eu trois examens c<strong>et</strong>te semaine <strong>et</strong> il les a tous échoués (coulés).<br />
Il ne sait plus quoi faire. Qu’est-ce que tu lui dirais?
312 MIREILLE FALARDEAU ET MICHEL LORANGER<br />
La tâche est présentée <strong>de</strong> la facçon suivante: Je vais te présenter <strong>de</strong>s élèves<br />
<strong>de</strong> (année <strong>de</strong> l’élève) année qui ont <strong>de</strong> la difficulté à l’école. Je vais te <strong>de</strong>man<strong>de</strong>r<br />
<strong>de</strong> me dire qu’est-ce que tu ferais, toi, si tu étais placé dans la même situation<br />
que ces élèves. Tu me dis tout ce que tu ferais dans ces situations. Il n’y a pas<br />
<strong>de</strong> bonne ou <strong>de</strong> mauvaise réponse, ce qui m’intéresse c’est ce que tu penses <strong>et</strong><br />
comment tu agirais à leur place. Est-ce que tu as bien compris?” <strong>Le</strong>s sept questions<br />
sont présentées dans le tableau 1.<br />
L’entrevue s’est déroulée <strong>de</strong> façon très interactive, <strong>de</strong> manière à maximiser les<br />
verbalisations <strong>de</strong> l’élève. Ainsi, l’expérimentatrice requestionnait le suj<strong>et</strong> après<br />
qu’il eut fourni une réponse pour vérifier s’il avait bien verbalisé tout ce qu’il<br />
connaissait <strong>de</strong> la situation présentée. Des phrases du genre: “Vois-tu autre chose<br />
qui pourrait être fait?” ou “Replace-toi bien dans la situation <strong>et</strong> imagine ce que<br />
tu ferais” ont donc été utilisées au cours <strong>de</strong> l’entrevue.<br />
Cotation<br />
Chaque entrevue a d’abord été transcrite <strong>de</strong> façon verbatim. Deux correcteurs se<br />
sont ensuite partagé l’analyse <strong>de</strong>s protocoles selon une grille <strong>de</strong> cotation <strong>de</strong>s<br />
<strong>stratégies</strong> s’inspirant <strong>de</strong> celle <strong>de</strong> Zimmerman <strong>et</strong> Martinez-Pons (1986). Ces <strong>stratégies</strong><br />
sont l’auto-évaluation, l’organisation du matériel d’étu<strong>de</strong>, la planification,<br />
la recherche d’information, l’écoute (<strong>et</strong> prise <strong>de</strong> notes), la structure <strong>de</strong> l’environnement,<br />
l’auto-renforcement, la répétition/mémorisation, la <strong>de</strong>man<strong>de</strong> d’ai<strong>de</strong><br />
auprès <strong>de</strong>s pairs, <strong>de</strong>s adultes <strong>et</strong> <strong>de</strong> l’enseignant, la révision <strong>de</strong> notes, <strong>de</strong> manuels<br />
<strong>et</strong> d’examens <strong>et</strong> une catégorie nommée “autre.”<br />
La validité <strong>de</strong> c<strong>et</strong>te grille a été démontrée en corrélant les résultats obtenus au<br />
ren<strong>de</strong>ment scolaire <strong>de</strong> l’élève (93%) <strong>et</strong> à une évaluation <strong>de</strong> ces mêmes élèves par<br />
les enseignants (90%) (Zimmerman & Martinez-Pons, 1988). Nous avons procédé<br />
à <strong>de</strong>s modifications à la grille originale en 15 catégories pour tenir compte <strong>de</strong>s<br />
résultats concernant les <strong>stratégies</strong> d’apprentissage (Jones & Hall, 1983; Kirby,<br />
1984; Snowman, 1986). <strong>Le</strong>s modifications apportées sont les suivantes: la catégorie<br />
5 a été divisée en <strong>de</strong>ux catégories soit la prise <strong>de</strong> notes <strong>et</strong> l’écoute; la<br />
catégorie 11 a été séparée en <strong>de</strong>man<strong>de</strong> d’ai<strong>de</strong> aux parents <strong>et</strong> <strong>de</strong>man<strong>de</strong> d’ai<strong>de</strong> à<br />
d’autres adultes; la catégorie 15 a aussi été subdivisée pour perm<strong>et</strong>tre une analyse<br />
plus détaillée <strong>de</strong> c<strong>et</strong>te catégorie, soit en 15a (correspond à <strong>de</strong>s réflexions sans but<br />
<strong>et</strong> imprécises, ex: “je m’assois <strong>et</strong> je réfléchis fort jusqu’à temps que je trouve la<br />
réponse”) <strong>et</strong> 15b (comportements initiés par d’autres personnes, ex: “ma mère<br />
m’oblige alors à aller étudier dans ma chambre”). La grille <strong>de</strong> cotation finale<br />
incluait donc 18 catégories <strong>de</strong> <strong>stratégies</strong>.<br />
<strong>Le</strong> système d’attribution <strong>de</strong>s scores était le suivant: un point (1) était alloué<br />
aux <strong>stratégies</strong> qui étaient nommées dans chacun <strong>de</strong>s contextes. Une stratégie ne<br />
pouvait donc obtenir que 7 points maximum (1 point par contexte X 7 contextes).<br />
Dix protocoles (soit environ 10% du total <strong>de</strong>s protocoles) ont ensuite été<br />
sélectionnés au hasard, dans le but d’établir un indice <strong>de</strong> fidélité (calculé ainsi:
LE CHOIX DE STRATÉGIES D’APPRENTISSAGE 313<br />
nombre d’accords/nombre total d’observations X 100). L’indice d’accord interjuges<br />
ainsi obtenu est <strong>de</strong> 85%.<br />
RÉSULTATS<br />
Analyses <strong>de</strong>scriptives<br />
<strong>Le</strong> traitement statistique a été effectué à l’ai<strong>de</strong> du progiciel SAS. <strong>Le</strong> tableau 2<br />
présente les résultats issus <strong>de</strong>s analyses <strong>de</strong>scriptives.<br />
Ces analyses perm<strong>et</strong>tent <strong>de</strong> constater la faible représentativité <strong>de</strong> certaines<br />
variables, comme c’est le cas pour l’auto-évaluation, l’organisation du matériel<br />
d’étu<strong>de</strong>, la prise <strong>de</strong> notes, la structure <strong>de</strong> l’environnement, l’auto-renforcement<br />
<strong>et</strong> la révision d’examens. Afin d’augmenter le niveau <strong>de</strong> représentativité <strong>de</strong>s<br />
variables <strong>et</strong> aussi pour perm<strong>et</strong>tre <strong>de</strong>s analyses <strong>de</strong> type MANOVA, un regroupement<br />
<strong>de</strong>s variables en catégories plus générales a été effectué. Dix catégories ont<br />
ainsi été créées.<br />
Une première catégorie regroupe les <strong>stratégies</strong> d’auto-évaluation <strong>et</strong> d’autorenforcement,<br />
qui réfèrent à <strong>de</strong>s comportements plus reliés à l’individu lui-même,<br />
à <strong>de</strong> l’“auto-management.” La catégorie 2 relie la stratégie d’organisation à la<br />
stratégie plus générale <strong>de</strong> répétition <strong>et</strong> mémorisation, puisque utilisée par les<br />
suj<strong>et</strong>s dans un tel but. <strong>Le</strong>s catégories 3 <strong>et</strong> 4 <strong>de</strong>meurent inchangées. <strong>Le</strong>s <strong>stratégies</strong><br />
5a <strong>et</strong> 5b, qui avaient été séparées lors <strong>de</strong> la cotation, sont fusionnées parce que<br />
les <strong>de</strong>ux sont <strong>de</strong>s comportements d’écoute (allant d’une forme plus passive à une<br />
forme plus active) <strong>et</strong> constituent la catégorie 5. Il en est <strong>de</strong> même pour les<br />
catégories 11a <strong>et</strong> 11b, qui avaient été séparées <strong>et</strong> qui ont été regroupées en la<br />
catégorie 8, parce que ne présentant pas une information si différente en soi. <strong>Le</strong>s<br />
catégories 6 <strong>et</strong> 7 réfèrent respectivement à la <strong>de</strong>man<strong>de</strong> d’ai<strong>de</strong> aux pairs <strong>et</strong> à la<br />
<strong>de</strong>man<strong>de</strong> d’ai<strong>de</strong> à l’enseignant. La catégorie 9 se nomme maintenant révision <strong>de</strong><br />
documents <strong>et</strong> inclut la révision d’examens, la révision <strong>de</strong> notes <strong>et</strong> la révision <strong>de</strong><br />
manuels. Enfin, la catégorie 10 regroupe les <strong>de</strong>ux <strong>stratégies</strong> 15a <strong>et</strong> 15b.<br />
La stratégie <strong>de</strong> structure <strong>de</strong> l’environnement a été abandonnée parce qu’elle<br />
était peu représentée <strong>et</strong> qu’il a été impossible <strong>de</strong> l’associer avec une autre<br />
stratégie sans diluer <strong>de</strong> l’information. Ce nouveau regroupement <strong>de</strong>s variables<br />
dépendantes servira à effectuer toutes les autres analyses.<br />
Différences selon le niveau quant à l’utilisation <strong>de</strong> chaque stratégie dans l’ensemble<br />
<strong>de</strong>s contextes<br />
<strong>Le</strong>s données ont été soumises à une analyse <strong>de</strong> variance <strong>de</strong> type MANOVA afin<br />
<strong>de</strong> vérifier les variables qui perm<strong>et</strong>taient <strong>de</strong> discriminer entre les quatre groupes<br />
d’âge. <strong>Le</strong>s postulats <strong>de</strong> l’analyse <strong>de</strong> variance ont d’abord été vérifiés. <strong>Le</strong>s données<br />
n’ont pas été transformées puisque comme le souligne Kirk (1982), les n<br />
égaux assurent la robustesse du test F.
TABLEAU 2<br />
Moyennes <strong>et</strong> écarts-types <strong>de</strong>s <strong>stratégies</strong> d’étu<strong>de</strong><br />
selon le niveau pour l’ensemble <strong>de</strong>s contextes scolaires<br />
3e année 6e année 2e sec. 5e sec. Total<br />
moy. é-t moy. é-t moy. é-t moy. é-t moy. é-t mn.*<br />
Auto-évaluation 0,19 0,40 0,38 0,72 0,44 0,73 1,06 0,93 0,52 0,78 33<br />
Organisation 0,06 0,25 0,19 0,40 0,63 0,81 0,81 0,98 0,42 0,73 27<br />
Planification 1,44 1,03 1,50 1,10 1,38 1,20 1,44 1,09 1,44 1,08 92<br />
Out. scol. 0,75 0,93 0,38 0,72 0,81 0,75 0,94 0,68 0,72 0,79 46<br />
Prise <strong>de</strong> notes 0,00 0,00 0,13 0,34 1,06 0,77 1,06 0,93 0,56 0,79 36<br />
Écoute 1,44 0,73 1,19 0,66 1,31 0,79 1,38 0,50 1,33 0,67 85<br />
Environnement 0,25 0,45 0,31 0,60 0,56 0,73 0,63 0,62 0,44 0,61 28<br />
Auto-renf. 0,06 0,25 0,44 0,51 0,31 0,48 0,56 0,51 0,34 0,48 22<br />
Mémorisation 1,38 1,09 1,44 0,81 1,06 0,57 0,81 0,66 1,17 0,83 75<br />
Pairs 2,06 1,53 2,63 1,09 2,63 0,89 3,06 1,00 2,59 1,18 166<br />
Enseignant 1,88 0,89 2,75 1,18 2,50 1,21 2,81 0,91 2,48 1,10 159<br />
Parent 3,44 1,21 3,56 1,26 1,56 1,03 1,00 0,63 2,39 1,54 153<br />
Adultes 1,00 1,03 1,13 0,81 1,19 0,83 0,88 1,20 2,48 1,10 67<br />
Rév. notes 0,00 0,00 0,13 0,34 1,31 1,25 1,13 1,15 0,64 1,03 41<br />
Rév. man. 0,69 0,48 0,56 0,51 1,31 1,08 1,13 0,72 0,92 0,78 59<br />
Rév. exam. 0,19 0,40 0,63 0,72 0,50 0,63 0,38 0,50 0,42 0,59 27<br />
Réfl. impréc. 1,06 1,29 0,56 0,81 0,50 0,73 0,50 0,82 0,66 0,95 42<br />
Comp. autr. 1,25 1,39 0,50 0,73 0,19 0,40 0,56 0,73 0,63 0,95 40<br />
*Mentions.
TABLEAU 3<br />
Comparaison entre les groupes d’âge pour l’ensemble <strong>de</strong>s dix <strong>stratégies</strong><br />
3e année 6e année 2e sec. 5e sec.<br />
moy. é-t moy. é-t moy. é-t moy. é-t F<br />
1. auto-contrôle 0,25 0,45 0,81 0,91 0,75 1,00 1,63 1,26 5,74*<br />
2. organis.&mémoris. 1,44 1,09 1,63 0,81 1,69 0,95 1,63 1,26 0,17<br />
3. planification 1,44 1,03 1,50 1,10 1,38 1,20 1,44 1,09 0,03<br />
4. outils scolaires 0,75 0,93 0,38 0,72 0,81 0,75 0,94 0,68 1,56<br />
5. prise notes+écoute 1,44 0,73 1,31 0,79 2,38 1,26 2,44 1,09 5,81*<br />
6. ai<strong>de</strong> (pairs) 2,06 1,53 2,63 1,09 2,63 0,89 3,06 1,00 2,03<br />
7. ai<strong>de</strong> (enseignant) 1,88 0,89 2,75 1,18 2,50 1,21 2,81 0,91 2,62<br />
8. ai<strong>de</strong> (autres) 4,44 1,53 4,69 1,62 2,75 1,48 1,88 1,67 11,37**<br />
9. révision docum. 0,88 0,72 1,31 1,01 3,13 1,89 2,63 1,31 10,58**<br />
10. autre 2,31 1,70 1,06 1,29 0,69 0,79 1,06 1,12 5,00<br />
*p
316 MIREILLE FALARDEAU ET MICHEL LORANGER<br />
L’analyse a été effectuée selon un modèle à quatre groupes. <strong>Le</strong>s variables<br />
dépendantes sont les dix <strong>stratégies</strong>. <strong>Le</strong> résultat indique une différence significative<br />
entre les groupes pour l’ensemble <strong>de</strong>s variables dépendantes (F [3, 60]=4,04,<br />
p
LE CHOIX DE STRATÉGIES D’APPRENTISSAGE 317<br />
TABLEAU 4<br />
Fréquences <strong>de</strong> mentions <strong>de</strong>s <strong>stratégies</strong> selon l’âge <strong>et</strong> le contexte<br />
<strong>stratégies</strong>/<br />
situat.-niveaux 1 2 3 4 5 6 7 8 9 10<br />
1. compréhension (classe)<br />
3e année 2 3 3<br />
6e année 3 3 3<br />
2e sec. 1 2 3 1<br />
5e sec. 1 3 3 1 1<br />
2. compréhension (maison)<br />
3e année 2 1 3<br />
6e année 3 1 3<br />
2e sec. 3 3<br />
5e sec. 1 3 1 3 1<br />
3. recommencer un <strong>de</strong>voir<br />
3e année 1 1 3 1<br />
6e année 3 3<br />
2e sec. 2 1 1 2<br />
5e sec. 2 2 2 1<br />
4. préparation d’examen<br />
3e année 3 1 1 3 2 2<br />
6e année 3 1 3 2<br />
2e sec. 3 1 2 3<br />
5e sec. 3 3 3<br />
5. réussite scolaire<br />
3e année 1 3 1 1<br />
6e année 1 1 3 1 2 1 1<br />
2e sec. 2 3 1 1 1<br />
5e sec. 1 2 3 1 1<br />
6. motivation<br />
3e année 1 2<br />
6e année 1 1 1<br />
2e sec. 1<br />
5e sec. 2 1<br />
7. échec répété<br />
3e année 1 1 1<br />
6e année 1 1 1 1 1 1<br />
2e sec. 1 2 3<br />
5e sec. 1 1 1 2 1<br />
1: nommé par 25%–49% <strong>de</strong>s suj<strong>et</strong>s<br />
2: nommé par 50%–74% <strong>de</strong>s suj<strong>et</strong>s<br />
3: nommé par 75% <strong>et</strong> plus <strong>de</strong>s suj<strong>et</strong>s
318 MIREILLE FALARDEAU ET MICHEL LORANGER<br />
La révision <strong>de</strong> documents est une stratégie qui apparaît comme plus pertinente<br />
à partir du secondaire.<br />
Lorsque le manque <strong>de</strong> compréhension d’un <strong>de</strong>voir survient à la maison, les<br />
élèves cherchent encore ici à obtenir <strong>de</strong>s informations provenant <strong>de</strong>s gens qui les<br />
entourent. <strong>Le</strong>s personnes pouvant être rejointes à la maison, comme les parents,<br />
les autres adultes <strong>et</strong> les pairs <strong>de</strong>viennent plus importantes que l’enseignant. Ce<br />
n’est qu’en 5e secondaire qu’apparaît la stratégie d’utilisation d’outils scolaires<br />
(dictionnaire, grammaire, calculatrice, <strong>et</strong>c). Il existe une présence plus gran<strong>de</strong> <strong>de</strong><br />
la catégorie <strong>de</strong>s autres conduites, surtout en ce qui concerne la réflexion. On<br />
r<strong>et</strong>rouve alors <strong>de</strong>s phrases du genre: “je vais réfléchir fort jusqu’à temps que je<br />
trouve la réponse.”<br />
Pour ce qui est du troisième contexte, c’est-à-dire lorsque l’élève se voit dans<br />
l’obligation <strong>de</strong> recommencer un <strong>de</strong>voir mal fait, les <strong>stratégies</strong> <strong>de</strong> <strong>de</strong>man<strong>de</strong> d’ai<strong>de</strong><br />
sont encore très importantes, mais d’autres <strong>stratégies</strong> sont envisagées par <strong>de</strong>s<br />
proportions plus gran<strong>de</strong>s <strong>de</strong> suj<strong>et</strong>s. C’est le cas <strong>de</strong> l’utilisation d’outils scolaires,<br />
<strong>de</strong> l’auto-contrôle <strong>et</strong> <strong>de</strong> la réflexion.<br />
La situation <strong>de</strong> préparation d’examens ou d’étu<strong>de</strong> à la maison est une situation<br />
pour laquelle un grand nombre <strong>de</strong> <strong>stratégies</strong> est envisagé. La stratégie la plus<br />
importante pour tous les groupes d’âge est celle <strong>de</strong> la répétition/mémorisation/<br />
organisation, suivie <strong>de</strong> la révision <strong>de</strong> documents <strong>et</strong> ensuite <strong>de</strong> la planification <strong>de</strong><br />
l’étu<strong>de</strong>. Des différences entre les groupes d’âge apparaissent aussi dans ce contexte.<br />
<strong>Le</strong>s plus jeunes considèrent l’ai<strong>de</strong> apportée par les parents comme un point<br />
crucial <strong>et</strong> même qu’ils se soum<strong>et</strong>tent à leurs exigences (comportements initiés par<br />
autrui). La <strong>de</strong>man<strong>de</strong> d’ai<strong>de</strong> aux pairs est plus caractéristique <strong>de</strong>s élèves <strong>de</strong> 3e<br />
année. Pour les groupes du secondaire, ce sont d’autres <strong>stratégies</strong> qui sont envisagées,<br />
comme la prise <strong>de</strong> notes <strong>et</strong> l’écoute.<br />
Pour réussir en classe, la gran<strong>de</strong> majorité <strong>de</strong>s suj<strong>et</strong>s considèrent qu’il faut<br />
d’abord être à l’écoute, <strong>et</strong> ce <strong>de</strong> façon active <strong>et</strong>/ou passive. La planification est<br />
aussi très importante, <strong>et</strong> ce dans <strong>de</strong>s proportions plus gran<strong>de</strong>s pour les plus vieux.<br />
Une autre catégorie qui apparaît chez les plus vieux est l’auto-contrôle. <strong>Le</strong>s<br />
<strong>stratégies</strong> <strong>de</strong> <strong>de</strong>man<strong>de</strong> d’ai<strong>de</strong> sont importantes dans c<strong>et</strong>te situation, mais <strong>de</strong>s différences<br />
sont observables d’un groupe d’âge à l’autre. Enfin, seul le groupe <strong>de</strong><br />
6e année s’attar<strong>de</strong> sur l’importance <strong>de</strong> la répétition/mémorisation/organisation.<br />
En ce qui concerne la situation où le suj<strong>et</strong> doit se motiver, les <strong>stratégies</strong><br />
mentionnées ne sont qu’au nombre <strong>de</strong> trois <strong>et</strong> encore ici, <strong>de</strong>s différences<br />
apparaissent entre les plus jeunes <strong>et</strong> les plus vieux. Ainsi, la planification est<br />
jugée pertinente surtout au primaire, l’auto-contrôle par tous les groupes sauf<br />
celui <strong>de</strong> 3e année. On r<strong>et</strong>rouve alors <strong>de</strong>s phrases du genre: “lorsque j’ai fini<br />
d’étudier, je me perm<strong>et</strong>s <strong>de</strong>. ...”Lacatégorie <strong>de</strong>s autres conduites est mentionnée<br />
en plus grand nombre pour les groupes <strong>de</strong> 3e année <strong>et</strong> <strong>de</strong> 5e secondaire, <strong>et</strong><br />
plus particulièrement l’obligation <strong>de</strong> faire les choses (comportement initié par<br />
autrui).<br />
Lorsqu’une situation d’échec répété est présentée à l’élève, la <strong>de</strong>man<strong>de</strong> d’ai<strong>de</strong><br />
à l’enseignant est fortement privilégiée. Plusieurs autres <strong>stratégies</strong> sont envisa-
LE CHOIX DE STRATÉGIES D’APPRENTISSAGE 319<br />
gées, mais elles ne représentent qu’une faible proportion <strong>de</strong> suj<strong>et</strong>s par groupe,<br />
comme l’écoute/prise <strong>de</strong> notes pour les suj<strong>et</strong>s <strong>de</strong> 3e année, 2e secondaire <strong>et</strong> 5e,<br />
la planification par les trois groupes plus vieux, l’auto-évaluation par les suj<strong>et</strong>s<br />
<strong>de</strong> 6e année <strong>et</strong> 5e secondaire, la <strong>de</strong>man<strong>de</strong> d’ai<strong>de</strong> aux autres adultes par les jeunes<br />
du primaire <strong>et</strong> les autres conduites pour les 3e année. On remarque aussi que la<br />
révision <strong>de</strong> documents est considérée comme très importante par le groupe <strong>de</strong> 2e<br />
secondaire qui vient en tête <strong>de</strong> tous les autres groupes sur ce suj<strong>et</strong>.<br />
DISCUSSION<br />
L’objectif <strong>de</strong> la présente étu<strong>de</strong> consistait à vérifier quelles <strong>stratégies</strong> sont considérées<br />
efficaces par les élèves du primaire <strong>et</strong> du secondaire, <strong>et</strong> ce dans sept<br />
contextes <strong>de</strong> l’activité scolaire <strong>de</strong> l’élève. Nous anticipions <strong>de</strong>s différences entre<br />
quatre groupes d’âge <strong>et</strong> nous entrevoyions un <strong>choix</strong> <strong>de</strong> <strong>stratégies</strong> différent dépen<strong>de</strong>mment<br />
du contexte présenté à l’élève.<br />
Tout d’abord, il faut mentionner que les résultats sont directement influencés<br />
par le regroupement <strong>de</strong>s variables tel qu’effectué dans l’analyse <strong>de</strong>s résultats. Un<br />
autre regroupement aurait pu favoriser d’autres observations. Quoiqu’il en soit,<br />
les différences obtenues reflètent somme toute assez bien les résultats constatés<br />
habituellement dans ce type d’étu<strong>de</strong>, <strong>et</strong> rejoignent ainsi ceux trouvés par Zimmerman<br />
<strong>et</strong> Martinez-Pons (1986, 1988, 1990).<br />
Concernant les résultats comme tel, trois conclusions principales ressortent <strong>de</strong><br />
leur analyse: (1) <strong>de</strong>s différences apparaissent entre les groupes d’âge dans le<br />
<strong>choix</strong> <strong>de</strong>s <strong>stratégies</strong> considérées importantes, allant vers une auto-régulation<br />
accrue <strong>de</strong> l’élève en vieillissant, (2) le contexte scolaire apparaît comme une<br />
variable importante dans le <strong>choix</strong> <strong>de</strong> <strong>stratégies</strong> <strong>et</strong> (3) les <strong>stratégies</strong> mentionnées<br />
pointent l’importance <strong>de</strong>s relations sociales dans l’atteinte <strong>de</strong>s objectifs <strong>de</strong><br />
réussite scolaire.<br />
Changements avec l’âge <strong>et</strong> auto-régulation accrue<br />
<strong>Le</strong>s travaux effectués dans le domaine <strong>de</strong> la métacognition laissaient présager une<br />
sélection différente <strong>de</strong> <strong>stratégies</strong> selon l’âge <strong>de</strong> l’élève (Garner, 1987; Kreutzer,<br />
<strong>Le</strong>onard, & Flavell, 1975; Markam, 1979). Ainsi, les résultats perm<strong>et</strong>tent d’observer<br />
une utilisation accrue par les élèves plus vieux <strong>de</strong> <strong>stratégies</strong> plus expertes<br />
comme la prise <strong>de</strong> notes <strong>et</strong> l’auto-évaluation, qui consiste en une réévaluation sa<br />
propre façon <strong>de</strong> fonctionner. Ces résultats corroborent ceux <strong>de</strong> Zimmerman <strong>et</strong><br />
Martinez-Pons (1986, 1988, 1990). Une constatation qui peut sembler contradictoire<br />
est la forte mention <strong>de</strong> la catégorie autre par les élèves <strong>de</strong> 5e secondaire.<br />
À prime abord, il pourrait être conclu qu’à mesure que la compétence <strong>de</strong>s collègues<br />
<strong>de</strong> classe augmente, l’élève s’appuie plus sur eux. Si on se réfère aux<br />
raisons invoquées par les élèves eux-mêmes, ceux-ci mentionnent qu’ils n’ont pas<br />
le <strong>choix</strong> d’effectuer les tâches qui sont présentées, ce qu’ils relient à la volonté<br />
d’obtenir un diplôme futur.
320 MIREILLE FALARDEAU ET MICHEL LORANGER<br />
Nous pouvons donc conclure que les élèves plus vieux présentent une plus<br />
gran<strong>de</strong> variété <strong>de</strong> <strong>stratégies</strong> <strong>et</strong> que celles-ci s’avèrent être <strong>de</strong>s <strong>stratégies</strong> plus<br />
expertes, plus efficaces, comme par exemple l’auto-évaluation. La verbalisation<br />
<strong>de</strong> ces <strong>stratégies</strong> implique forcément une meilleure connaissance <strong>de</strong> celles-ci <strong>et</strong><br />
<strong>de</strong> leurs applications. Mais il ne faut pas conclure trop tôt à l’absence <strong>de</strong> connaissances<br />
par les élèves <strong>de</strong> 3e année <strong>de</strong> <strong>stratégies</strong> plus expertes comme la prise<br />
<strong>de</strong> notes. Plusieurs suj<strong>et</strong>s <strong>de</strong> ce niveau ont mentionné dans certaines situations<br />
qu’il pourrait être possible d’écrire un mot ou <strong>de</strong> souligner dans le livre, sans<br />
élaborer davantage. Ces observations perm<strong>et</strong>tent d’envisager une intervention plus<br />
précoce concernant certaines <strong>stratégies</strong> plus expertes. Ainsi, <strong>de</strong>s élèves aussi<br />
jeunes que ceux <strong>de</strong> 3e année sont tout à fait capables <strong>de</strong> discuter <strong>de</strong> leurs<br />
comportements cognitifs <strong>et</strong> rien n’empêcherait <strong>de</strong> les entraîner à <strong>de</strong>s <strong>stratégies</strong><br />
plus expertes pourvu que le langage <strong>et</strong> les exemples soient adaptés à leur niveau.<br />
Influence du contexte scolaire<br />
Bien que les résultats concernant le contexte scolaire ne soient que <strong>de</strong>scriptifs,<br />
il apparaît que c<strong>et</strong>te variable influence le <strong>choix</strong> <strong>de</strong> <strong>stratégies</strong>, <strong>et</strong> ce pour tous les<br />
groupes d’âge. En eff<strong>et</strong>, certains contextes génèrent une plus gran<strong>de</strong> variété <strong>de</strong><br />
<strong>stratégies</strong> alors que d’autres n’en présentent que très peu. <strong>Le</strong>s situations<br />
préparation à un examen, réussite scolaire <strong>et</strong> échec répété génèrent plusieurs<br />
<strong>stratégies</strong> alors que pour un manque <strong>de</strong> compréhension, recommencer un <strong>de</strong>voir<br />
ou se motiver, moins <strong>de</strong> <strong>stratégies</strong> sont envisagées. Soit qu’il s’agit <strong>de</strong> situations<br />
mieux connues par l’élève ou soit que les situations avec moins <strong>de</strong> <strong>stratégies</strong> en<br />
nécessitent moins. Ainsi, Pressley, Borkowski <strong>et</strong> O’Sullivan (1984) mentionnent<br />
que les situations difficiles ou nouvelles <strong>de</strong>vraient entraîner un <strong>choix</strong> <strong>de</strong> <strong>stratégies</strong><br />
différent. Ainsi, les situations pour lesquelles les <strong>de</strong>man<strong>de</strong>s d’ai<strong>de</strong> sont les plus<br />
privilégiées s’avèrent être <strong>de</strong>s situations où l’élève rencontre un problème,<br />
c’est-à-dire <strong>de</strong> situations qui échappent à son contrôle <strong>et</strong> pour lesquelles il doit<br />
s’appuyer sur la compétence <strong>de</strong>s autres.<br />
Ces résultats démontrent que les élèves possè<strong>de</strong>nt <strong>de</strong>s connaissances très<br />
précises <strong>de</strong> la situation “école” qui sont multivariées <strong>et</strong> interreliées. Des étu<strong>de</strong>s<br />
subséquentes pourraient porter sur un questionnement plus approfondi <strong>de</strong> la conception<br />
qu’ont les élèves <strong>de</strong> l’apprentissage <strong>et</strong> <strong>de</strong>s façons d’apprendre, conclusion<br />
d’ailleurs apportée par Paris <strong>et</strong> Newman (1990).<br />
Importance <strong>de</strong>s relations sociales<br />
<strong>Le</strong> fait <strong>de</strong> savoir que l’enfant privilégie <strong>de</strong> s’adresser à d’autres personnes dans<br />
plusieurs contextes est fort important. Comme il pouvait être anticipé, <strong>de</strong>s différences<br />
sont aussi observées entre les groupes d’âge pour ce qui est du <strong>choix</strong> <strong>de</strong>s<br />
personnes sollicitées pour une <strong>de</strong>man<strong>de</strong> d’ai<strong>de</strong>. Ainsi, l’importance <strong>de</strong>s parents<br />
va en décroissant à mesure que l’élève vieillit. Il peut en être conclu que l’adole-
LE CHOIX DE STRATÉGIES D’APPRENTISSAGE 321<br />
scent prend plus <strong>de</strong> distances par rapport à ses parents <strong>et</strong> <strong>de</strong>man<strong>de</strong> l’ai<strong>de</strong> d’autres<br />
personnes <strong>de</strong>vant <strong>de</strong>s difficultés. Cependant, la compétence <strong>de</strong>s pairs augmente<br />
aussi selon le contenu. <strong>Le</strong>s parents ne s’avèrent plus les seuls compétents <strong>et</strong> les<br />
pairs sont sollicités dans <strong>de</strong>s proportions plus importantes.<br />
<strong>Le</strong>s élèves <strong>de</strong> tout âge considèrent donc que les relations sociales constituent<br />
un moyen fort efficace <strong>de</strong> fonctionner dans plusieurs contextes scolaires. Il serait<br />
dès lors très important que les intervenants ai<strong>de</strong>nt les élèves à définir <strong>et</strong> à utiliser<br />
leur réseau <strong>de</strong> support social. De plus, les personnes sollicitées par l’enfant lors<br />
d’un manque <strong>de</strong> compréhension ou lors <strong>de</strong> la solution d’un problème scolaire<br />
n’ont pas toujours la compétence <strong>et</strong> la formation pour l’ai<strong>de</strong>r adéquatement. La<br />
formation <strong>de</strong>s parents <strong>et</strong> <strong>de</strong>s pairs à un tutorat plus efficace pour l’enfant <strong>de</strong>vient<br />
alors une priorité pour le milieu scolaire.<br />
CONCLUSION<br />
Il est vrai que les résultats qui ressortent <strong>de</strong> c<strong>et</strong>te étu<strong>de</strong> ne concernent que <strong>de</strong>s<br />
verbalisations, qu’il s’agit <strong>de</strong> connaissances qu’a l’élève <strong>et</strong> que rien n’assure,<br />
comme le mentionne Brown <strong>et</strong> Campione (1981), que c’est ce qu’il fait réellement<br />
lorsque la situation se présente. Cependant, elle tend à démontrer que<br />
l’élève prend une part active dans son apprentissage, qu’il a développé plusieurs<br />
<strong>stratégies</strong> qu’il considère efficaces selon le contexte dans lequel il se r<strong>et</strong>rouve.<br />
<strong>Le</strong> milieu scolaire <strong>de</strong>vrait accor<strong>de</strong>r une plus gran<strong>de</strong> place à l’aspect métacognitif,<br />
c’est-à-dire à la prise en charge par l’élève <strong>de</strong> ses propres comportements<br />
cognitifs, soit par discussion <strong>de</strong> groupe ou par un entraînement direct. Ces interventions<br />
<strong>de</strong>vraient favoriser par la suite une meilleure intégration <strong>de</strong>s apprentissages<br />
<strong>et</strong> acquis scolaires, tout en démontrant à l’élève qu’il a du contrôle sur<br />
ce qui lui arrive en classe, ce qui susceptible d’augmenter sa motivation.<br />
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<strong>Mireille</strong> <strong>Falar<strong>de</strong>au</strong> <strong>et</strong> <strong>Michel</strong> <strong>Loranger</strong> enseignent à l’École <strong>de</strong> psychologie, Université Laval, Ste-Foy,<br />
Québec (G1K 7P4).
<strong>Le</strong> changement <strong>de</strong> rôle d’un enseignant<br />
dans un environnement technologique riche<br />
Martine Chomienne<br />
télé-université<br />
Pendant l’année scolaire 1989–1990, l’étu<strong>de</strong> du comportement d’un enseignant <strong>de</strong> sixième<br />
année, alors qu’il était placé avec ses élèves dans un environnement technologique riche,<br />
a conduit à la <strong>de</strong>scription chronologique <strong>de</strong> son évolution en quatre phases <strong>de</strong> transformation<br />
<strong>et</strong> trois pério<strong>de</strong>s <strong>de</strong> transition. Au fur <strong>et</strong> à mesure du déroulement <strong>de</strong> l’expérience,<br />
les chercheurs ont pu étudier, principalement par le biais <strong>de</strong> l’observation, la transformation<br />
<strong>de</strong> son mo<strong>de</strong> d’enseignement. Ils ont i<strong>de</strong>ntifié quatre phases (effervescence, déroba<strong>de</strong>,<br />
intégration <strong>et</strong> repli) entrecoupées <strong>de</strong> pério<strong>de</strong>s <strong>de</strong> transition. En tenant compte du contexte<br />
<strong>de</strong> recherche dans lequel s’est effectuée c<strong>et</strong>te transformation, l’auteure élabore un modèle<br />
général du changement <strong>de</strong> rôle d’un enseignant placé dans un environnement pédagogique<br />
informatisé. Il s’agit d’un outil <strong>de</strong>stiné à analyser l’appropriation pédagogique individuelle<br />
<strong>de</strong> la micro-informatique par les enseignants du Québec.<br />
This study consi<strong>de</strong>red the changing behaviour of a Gra<strong>de</strong> 6 teacher whose 1989/90 class<br />
had been given a technologically rich environment. The class went through four transformative<br />
phases and three transitions. Relying mainly on direct observation, researchers<br />
found that the teacher’s m<strong>et</strong>hods of instruction went from effervescence, to hesitancy, to<br />
integration, and to r<strong>et</strong>reat — with intervening transitions. Consi<strong>de</strong>ring that these events<br />
occurred during a research project, the author constructs a general mo<strong>de</strong>l of change for<br />
the role of the teacher in a computerized environment. This mo<strong>de</strong>l shows how teachers<br />
appropriate computing for their own purposes.<br />
L’adaptation au changement est peut-être “l’art” le plus fréquemment exercé par<br />
les enseignants d’aujourd’hui. Au Québec, <strong>de</strong>puis la réforme Parent du milieu <strong>de</strong>s<br />
années 60, les enseignants font continuellement face à <strong>de</strong>s changements <strong>de</strong><br />
programmes, <strong>de</strong> métho<strong>de</strong>s pédagogiques, <strong>de</strong> clientèles, <strong>de</strong> conditions <strong>de</strong> travail,<br />
<strong>et</strong>c. (Centrale <strong>de</strong> l'Enseignement du Québec, 1988). En 1983, le ministère <strong>de</strong><br />
l’Éducation du Québec m<strong>et</strong>tait en oeuvre un plan quinquennal d’implantation <strong>de</strong><br />
la micro-informatique dans les écoles. Il s’agissait alors d’une innovation<br />
technologique sans précé<strong>de</strong>nt, dont l’impact sur l’apprentissage <strong>et</strong> l’enseignement<br />
était encore mal défini. On prédisait que son introduction dans le milieu scolaire<br />
allait entraîner <strong>de</strong> nombreux changements, notamment une modification en<br />
profon<strong>de</strong>ur du rôle <strong>de</strong>s enseignants.<br />
OBJECTIF DE LA RECHERCHE<br />
La présente recherche s’inscrit au sein du courant <strong>de</strong>s étu<strong>de</strong>s sur l’implantation<br />
<strong>de</strong> l’ordinateur en milieu scolaire. Son but est <strong>de</strong> caractériser le changement <strong>de</strong><br />
323 REVUE CANADIENNE DE L’ÉDUCATION 18:4 (1993)
324 MARTINE CHOMIENNE<br />
rôle <strong>de</strong> l’enseignant qui intègre l’ordinateur à son enseignement. Plus précisément,<br />
nous cherchons à discerner <strong>de</strong>s phases dans les changements que l’enseignant<br />
effectue.<br />
PROBLÉMATIQUE DE LA RECHERCHE<br />
L’implantation <strong>de</strong>s ordinateurs<br />
L’introduction <strong>de</strong>s ordinateurs dans le milieu scolaire a été largement étudiée<br />
<strong>de</strong>puis le début <strong>de</strong>s années 80. En témoignent les nombreux résultats <strong>de</strong> recherche<br />
qui ont été regroupés ces <strong>de</strong>rnières années dans <strong>de</strong>s méta-analyses (Becker,<br />
1987; Krendl <strong>et</strong> Lieberman, 1988; Roblyer, Castine <strong>et</strong> King, 1988; Willis <strong>et</strong><br />
Willis, 1989) pour tracer un portrait <strong>de</strong>s eff<strong>et</strong>s <strong>de</strong> l’utilisation en classe <strong>de</strong><br />
l’ordinateur.<br />
Ce portrait i<strong>de</strong>ntifie <strong>de</strong> nombreuses variables, tant internes (motivation <strong>de</strong>s<br />
élèves, profil d’apprentissage, <strong>et</strong>c.) qu’externes (contexte technologique, attributs<br />
<strong>de</strong>s logiciels utilisés, <strong>et</strong>c.), qui agissent dans un environnement pédagogique<br />
informatisé (EPI). Cependant, une variable r<strong>et</strong>ient <strong>de</strong> plus en plus l’attention:<br />
l’enseignant, dont les idées, les pratiques pédagogiques <strong>et</strong> les besoins doivent être<br />
pris en considération dans toute tentative d’introduction <strong>de</strong>s nouvelles technologies<br />
(Aust, Allen <strong>et</strong> Bichelmeyer, 1989; Cuban, 1986; Richardson, An<strong>de</strong>rs, Tidwell<br />
<strong>et</strong> Lloyd, 1991).<br />
En eff<strong>et</strong>, l’ordinateur exige <strong>de</strong> l’enseignant bien davantage que le simple ajout<br />
d’un nouvel élément à ses pratiques pédagogiques. Il lui <strong>de</strong>man<strong>de</strong> un changement<br />
qui rem<strong>et</strong> en cause ses croyances, ses connaissances, ses attitu<strong>de</strong>s <strong>et</strong> ses conceptions<br />
pédagogiques (Fullan, 1985; Richardson, 1990; Wood, Cobb <strong>et</strong> Yackel,<br />
1991). L’enseignant est amené à se questionner (Olson, 1988) sur une pratique<br />
qu’il exerce avec un certain succès, <strong>de</strong>puis, bien souvent, plus <strong>de</strong> vingt ans. Il<br />
doit organiser son enseignement d’une manière nouvelle, concevoir son rôle<br />
différemment <strong>et</strong> ai<strong>de</strong>r ses élèves à s’adapter à <strong>de</strong> nouvelles approches d’enseignement.<br />
Chaque enseignant qui opte pour l’innovation passe par différents niveaux<br />
d’utilisation (Hall, Loucks, Rutherford <strong>et</strong> Newlove, 1975) ou encore par différents<br />
sta<strong>de</strong>s d’intérêt (Hall <strong>et</strong> Hord, 1987). Dwyer, Ringstaff, Sandholtz <strong>et</strong> Apple<br />
Computer inc. (1990), dans le proj<strong>et</strong> Apple Classrooms of Tomorrow (ACOT),<br />
ont i<strong>de</strong>ntifié une série d’étapes dans l’utilisation en classe <strong>de</strong>s ordinateurs:<br />
l’entrée, l’adoption, l’adaptation, <strong>et</strong> l’appropriation-invention. Rappelons que les<br />
environnements créés par le proj<strong>et</strong> ACOT étaient riches (plusieurs Macintosh par<br />
classe) <strong>et</strong> que les titulaires <strong>de</strong> ces classes n’avaient pas d’expérience préalable<br />
avec les ordinateurs. La première étape, l’entrée, correspond au premier contact<br />
<strong>de</strong> l’enseignant avec un environnement informatisé. L’enseignant se trouve confronté<br />
à <strong>de</strong>s problèmes techniques ainsi qu’à <strong>de</strong>s problèmes <strong>de</strong> discipline <strong>et</strong> <strong>de</strong><br />
gestion <strong>de</strong> ressources. Il surmonte ces difficultés lors <strong>de</strong> la <strong>de</strong>uxième étape, celle
LE CHANGEMENT DE RÔLE D’UN ENSEIGNANT 325<br />
<strong>de</strong> l’adoption, alors qu’il utilise la technologie comme support à ses métho<strong>de</strong>s<br />
traditionnelles d’enseignement; ce faisant, il a recours essentiellement à <strong>de</strong>s<br />
tutoriels <strong>et</strong> à <strong>de</strong>s exerciseurs. L’étape d’adaptation est caractérisée par la<br />
fréquence d’utilisation <strong>de</strong>s ordinateurs par les élèves <strong>et</strong> par l’importance du<br />
nombre <strong>de</strong> productions informatisées qu’ils réalisent. L’enseignant recherche <strong>de</strong>s<br />
<strong>stratégies</strong> nouvelles pour enseigner <strong>et</strong> pour évaluer les productions. Enfin, lors<br />
<strong>de</strong> l’appropriation-invention, il utilise naturellement la technologie comme un<br />
outil lui perm<strong>et</strong>tant d’accomplir son travail. Pour cela, il modifie véritablement<br />
ses pratiques <strong>et</strong> ses conceptions pédagogiques pour exploiter à fond les possibilités<br />
<strong>de</strong> l’ordinateur. C’est à c<strong>et</strong>te <strong>de</strong>rnière étape que nous nous sommes intéressée,<br />
car elle correspond au sta<strong>de</strong> où en sont plusieurs enseignants québécois déjà bien<br />
engagés dans la voie <strong>de</strong> l’intégration <strong>de</strong>s ordinateurs dans leur enseignement.<br />
<strong>Le</strong>s pratiques <strong>et</strong> les conceptions pédagogiques <strong>de</strong>s enseignants<br />
Parmi les grilles d’analyse du comportement <strong>de</strong>s enseignants en classe, nous<br />
avons r<strong>et</strong>enu la classification <strong>de</strong>s interventions pédagogiques <strong>de</strong> l’enseignant <strong>de</strong><br />
De Landsheere (1981). Selon c<strong>et</strong> auteur, l’enseignant effectue trois catégories<br />
d’actions: (1) il fait <strong>de</strong>s présentations magistrales plus ou moins “interactives”<br />
(lorsqu’il pose <strong>de</strong>s questions <strong>et</strong> fait participer les élèves); (2) il supervise le<br />
travail pratique que les élèves réalisent individuellement ou en équipe (il passe<br />
dans les rangées pour vérifier, donner <strong>de</strong>s conseils, <strong>de</strong>s explications, <strong>et</strong>c.); <strong>et</strong> (3)<br />
il fait <strong>de</strong>s démonstrations à <strong>de</strong> p<strong>et</strong>its groupes, les autres élèves travaillant alors<br />
à leur pupitre.<br />
À l’occasion <strong>de</strong> ces actions, l’enseignant intervient verbalement. Actions <strong>et</strong><br />
interventions verbales ont quatre types <strong>de</strong> fonctions: (1) <strong>de</strong>s fonctions d’organisation,<br />
par lesquelles le maître régle la participation <strong>de</strong>s élèves aux activités,<br />
organise leurs mouvements dans la classe, indique l’ordre <strong>et</strong> la succession <strong>de</strong>s<br />
tâches <strong>et</strong> le passage d’une activité à une autre; (2) <strong>de</strong>s fonctions d’imposition, par<br />
lesquelles il présente <strong>de</strong>s informations (<strong>de</strong>s faits <strong>et</strong> <strong>de</strong>s procédures), impose <strong>de</strong>s<br />
activités, <strong>de</strong>s problèmes <strong>et</strong> <strong>de</strong>s métho<strong>de</strong>s <strong>de</strong> résolution; (3) <strong>de</strong>s fonctions d’éducation,<br />
reliées au développement personnel affectif <strong>et</strong> psychologique <strong>de</strong>s élèves, par<br />
lesquelles il stimule l’autonomie <strong>de</strong>s élèves, <strong>de</strong>man<strong>de</strong> une recherche personnelle,<br />
structure la pensée <strong>de</strong> l’élève, apporte une ai<strong>de</strong> sur <strong>de</strong>man<strong>de</strong>, individualise<br />
l’enseignement, favorisant ainsi le développement <strong>de</strong> la personnalité <strong>de</strong> l’enfant;<br />
<strong>et</strong> (4) <strong>de</strong>s fonctions d’évaluation <strong>et</strong> <strong>de</strong> rétroaction, par lesquelles il informe<br />
l’enfant <strong>de</strong> ses performances, renforce son comportement ou, au contraire, vise<br />
à modifier un comportement; ces <strong>de</strong>rnières fonctions comprennent également les<br />
corrections <strong>de</strong>s travaux faits quotidiennement à la maison.<br />
<strong>Le</strong>s actions <strong>et</strong> les interventions <strong>de</strong> l’enseignant traduisent <strong>de</strong>s mo<strong>de</strong>s d’enseignement<br />
que <strong>Le</strong>sne (1977) a regroupés en trois catégories. Nous en avons r<strong>et</strong>enu<br />
<strong>de</strong>ux qui correspon<strong>de</strong>nt également à la classification dichotomique <strong>de</strong> Kleine
326 MARTINE CHOMIENNE<br />
(1982); il s’agit du mo<strong>de</strong> d’enseignement <strong>de</strong> type transmissif opposé au mo<strong>de</strong><br />
d’enseignement <strong>de</strong> type permissif. Ces mo<strong>de</strong>s n’existent pas à l’état pur dans la<br />
pratique, mais ils perm<strong>et</strong>tent <strong>de</strong> déceler <strong>de</strong>s tendances dans la relation <strong>de</strong> l’enseignant<br />
au savoir <strong>et</strong> au pouvoir. Ainsi, un enseignant qui fait preuve d’un mo<strong>de</strong> <strong>de</strong><br />
travail <strong>de</strong> type transmissif transm<strong>et</strong> surtout <strong>de</strong>s connaissances <strong>et</strong> <strong>de</strong>s métho<strong>de</strong>s<br />
d’organisation <strong>de</strong>s connaissances. Il exerce son pouvoir par l’autorité, il délègue<br />
peu. Il fait beaucoup <strong>de</strong> présentations magistrales <strong>et</strong> utilise la répétition <strong>et</strong><br />
l’enseignement programmé comme moyen <strong>de</strong> faire acquérir <strong>de</strong>s connaissances.<br />
À l’inverse un enseignant qui agit selon un mo<strong>de</strong> <strong>de</strong> type incitatif considère<br />
l’élève comme principal responsable <strong>de</strong> son apprentissage; il l’ai<strong>de</strong> dans son processus<br />
d’appropriation <strong>de</strong>s connaissances. Il fait preuve d’une pédagogie opposée<br />
aux conceptions du savoir <strong>et</strong> du pouvoir <strong>de</strong>s métho<strong>de</strong>s dites traditionnelles. Il est<br />
non directif, sollicite les idées <strong>de</strong> ses élèves <strong>et</strong> les clarifie au besoin. Il favorise<br />
la coopération entre les individus <strong>et</strong> m<strong>et</strong> l’accent sur les apprentissages <strong>de</strong><br />
groupe. Il privilégie le travail en équipe qu’il supervise <strong>et</strong> gui<strong>de</strong> dans la réalisation<br />
<strong>de</strong> proj<strong>et</strong>s par les élèves.<br />
MÉTHODOLOGIE<br />
Pour étudier le changement <strong>de</strong> rôle d’un enseignant dans un environnement technologique<br />
riche, nous avons réalisé une étu<strong>de</strong> <strong>de</strong> cas.<br />
<strong>Le</strong> contexte <strong>de</strong> l’étu<strong>de</strong><br />
Nous avons choisi un milieu <strong>de</strong> classe naturel: une classe <strong>de</strong> sixième année<br />
comptant 29 élèves dans une école primaire située en milieu défavorisé. Nous<br />
avons créé un environnement technologique riche en installant six ordinateurs<br />
Macintosh reliés en réseau à l’ai<strong>de</strong> du logiciel TOPS. Dès le démarrage du proj<strong>et</strong><br />
les élèves avaient à leur disposition un éventail <strong>de</strong>s logiciels-outils que nous<br />
avions choisis pour <strong>de</strong>ux raisons. D’une part, parce que les logiciels <strong>de</strong> c<strong>et</strong>te<br />
catégorie semblent présenter un intérêt pour le développement d’habil<strong>et</strong>és intellectuelles<br />
complexes (Mandinach <strong>et</strong> Linn, 1986); <strong>et</strong> d’autre part, parce que<br />
l’enseignant r<strong>et</strong>enu en était au sta<strong>de</strong> d’appropriation-invention <strong>de</strong> l’ordinateur. En<br />
eff<strong>et</strong>, <strong>de</strong>puis quatre ans, il disposait en permanence dans sa classe d’un ordinateur<br />
Macintosh; cela lui avait permis <strong>de</strong> passer par les étapes 1, 2 <strong>et</strong> 3 décrites par<br />
Dwyer <strong>et</strong> al. (1990); il était à l’aise pour installer lui-même les nouveaux logiciels<br />
<strong>et</strong> brancher les périphériques selon leurs spécifications techniques. Il utilisait<br />
l’ordinateur pour ses besoins <strong>de</strong> gestion <strong>de</strong> classe (rédaction <strong>de</strong> notes <strong>de</strong> cours,<br />
statistiques sur les notes <strong>de</strong> ses élèves, <strong>et</strong>c.). <strong>Le</strong>s logiciels à l’usage <strong>de</strong>s élèves<br />
étaient essentiellement <strong>de</strong>s tutoriels <strong>et</strong> <strong>de</strong>s exerciseurs.<br />
Lors <strong>de</strong> l’installation <strong>de</strong>s ordinateurs, nous avons modifié la disposition traditionnelle<br />
<strong>de</strong>s pupitres pour les regrouper en six îlots, chacun étant proche d’un<br />
poste <strong>de</strong> travail ordinateur.
LE CHANGEMENT DE RÔLE D’UN ENSEIGNANT 327<br />
Par ailleurs, comme nous ne disposions, pour <strong>de</strong>s raisons logistiques <strong>et</strong> financières,<br />
que d’une courte année scolaire, 1 nous avons décidé après quelques<br />
semaines <strong>et</strong> à la <strong>de</strong>man<strong>de</strong> <strong>de</strong> l’enseignant d’intervenir sur le plan pédagogique.<br />
C’est ainsi que nous avons mis à sa disposition le didacticien membre <strong>de</strong><br />
l’équipe <strong>de</strong> recherche. Il suggérait à l’enseignant un mo<strong>de</strong> <strong>de</strong> travail par proj<strong>et</strong>s,<br />
l’aidait hebdomadairement à faire sa planification <strong>de</strong> classe <strong>et</strong> à préparer le matériel<br />
pédagogique nécessaire.<br />
<strong>Le</strong>s caractéristiques pédagogiques <strong>de</strong> départ <strong>de</strong> l’enseignant font aussi partie<br />
du contexte <strong>de</strong> l’étu<strong>de</strong>; comme nous voulions étudier leur évolution dans l’environnement<br />
pédagogique informatisé, nous les avons évaluées avant la création <strong>de</strong><br />
c<strong>et</strong> environnement.<br />
Nous avons observé l’enseignant pendant un après-midi avant le début du proj<strong>et</strong>.<br />
Il utilisait un mo<strong>de</strong> <strong>de</strong> type transmissif (<strong>Le</strong>sne, 1977), plutôt direct <strong>et</strong> fermé<br />
(Kleine, 1982). Il faisait surtout <strong>de</strong>s présentations magistrales suivies <strong>de</strong> supervision<br />
<strong>de</strong> travaux individuels. Pendant les présentations, il posait fréquemment<br />
<strong>de</strong>s questions, favorisant ainsi la participation <strong>de</strong>s élèves; ces questions cependant<br />
étaient souvent ponctuelles <strong>et</strong> il n’y avait pas <strong>de</strong> véritable discussion entre les<br />
élèves <strong>et</strong> l’enseignant.<br />
Plusieurs auteurs (Kleine, 1982; Medley, 1982) reconnaissent que ce mo<strong>de</strong> <strong>de</strong><br />
travail est efficace, notamment auprès d’enfants <strong>de</strong> niveau socio-économique<br />
faible comme c’était le cas <strong>de</strong> ceux qui participaient au proj<strong>et</strong>; cependant, ce<br />
mo<strong>de</strong> correspond peu aux caractéristiques pédagogiques facilitatrices <strong>de</strong> l’intégration<br />
<strong>de</strong>s ordinateurs, telles que les ont décrites Taurisson (1983), <strong>et</strong> Berthelot,<br />
Savard, Chomienne <strong>et</strong> Baby (1986). En eff<strong>et</strong>, les enseignants qui intègrent facilement<br />
l’ordinateur à leur pédagogie ont un mo<strong>de</strong> d’enseignement ouvert, <strong>de</strong> type<br />
incitatif dans lequel ils donnent à l’apprenant la responsabilité <strong>de</strong> sa formation.<br />
Ils m<strong>et</strong>tent l’accent sur le développement personnel <strong>de</strong> l’enfant plutôt que sur<br />
l’acquisition du savoir. Ils favorisent chez les élèves le travail par proj<strong>et</strong>, en<br />
atelier <strong>et</strong> en équipe. Ces pratiques, pourtant, sont peu répandues dans le milieu<br />
scolaire primaire québécois <strong>et</strong> les enseignants présentant un tel profil sont rares<br />
(Conseil supérieur <strong>de</strong> l'éducation, 1987).<br />
Ainsi, l’enseignant que nous avions sélectionné ressemblait à la plupart <strong>de</strong>s<br />
enseignants du Québec quant à son mo<strong>de</strong> d’enseignement. Par conséquent, l’observation<br />
<strong>de</strong> son comportement <strong>et</strong> l’étu<strong>de</strong> du changement <strong>de</strong> rôle qu’il <strong>de</strong>vait<br />
effectuer lors <strong>de</strong> l’étape d’appropriation-invention <strong>de</strong> l’ordinateur <strong>de</strong>venaient un<br />
suj<strong>et</strong> <strong>de</strong>s plus intéressants.<br />
La collecte <strong>et</strong> l’analyse <strong>de</strong>s données<br />
Une partie importante <strong>de</strong>s données vient <strong>de</strong>s observations. Celles-ci ont eu lieu<br />
du début décembre à la mi-mai, à raison <strong>de</strong> sept pério<strong>de</strong>s 2 en moyenne par<br />
semaine. Trois observatrices se relayaient dans la classe ou s’y trouvaient<br />
ensemble pour une même pério<strong>de</strong> d’observation, <strong>de</strong> façon à trianguler plus tard
328 MARTINE CHOMIENNE<br />
les données. Elles prenaient <strong>de</strong>s notes manuscrites sur le comportement <strong>et</strong> les<br />
interventions <strong>de</strong> l’enseignant, ainsi que sur les actions <strong>de</strong>s élèves à l’ordinateur.<br />
D’autres données se sont ajoutées à celles issues <strong>de</strong> l’observation. L’enseignant<br />
s’est prêté à <strong>de</strong>ux entrevues en profon<strong>de</strong>ur (l’une antérieure, l’autre postérieure<br />
au proj<strong>et</strong>); il a participé à 20 séances <strong>de</strong> débriffage (<strong>de</strong>briefing) qui ont eu lieu<br />
chaque vendredi avec l’équipe <strong>de</strong> recherche. Nous avons aussi examiné le matériel<br />
développé par l’enseignant lorsqu’il planifiait les activités dans l’EPI. <strong>Le</strong>s<br />
données proviennent donc <strong>de</strong> plusieurs sources <strong>et</strong> ont été recueillies à l’ai<strong>de</strong> <strong>de</strong><br />
plusieurs instruments. Elles ont toutes été transcrites <strong>et</strong> codées dans une base <strong>de</strong><br />
données relationnelle informatisée. Pour cela, rapi<strong>de</strong>ment après leur collecte, elles<br />
étaient découpées en segments <strong>de</strong> sens appelés <strong>de</strong>s scripts (Vogel, 1988) <strong>et</strong><br />
comportant une action à laquelle était attachée une date. Chaque script recevait<br />
un (quelquefois plusieurs) co<strong>de</strong>(s) élaboré(s) à partir <strong>de</strong> la classification <strong>de</strong>s<br />
interventions pédagogiques <strong>de</strong> De Landsheere (1981) <strong>et</strong> <strong>de</strong>s mo<strong>de</strong>s <strong>et</strong> styles<br />
d’enseignement <strong>de</strong> <strong>Le</strong>sne (1977) <strong>et</strong> <strong>de</strong> Kleine (1982). Des sous-co<strong>de</strong>s ont été<br />
créés par la suite selon la métho<strong>de</strong> <strong>de</strong> Strauss <strong>et</strong> Corbin (1991), par les trois<br />
observatrices en commun. Ils perm<strong>et</strong>taient <strong>de</strong> qualifier davantage les actions. <strong>Le</strong><br />
codage était fait individuellement par chaque observatrice sur les données qu’elle<br />
recueillait <strong>et</strong> validé ensuite par une <strong>de</strong>s autres observatrices. Selon la catégorie<br />
à laquelle ils appartenaient, les co<strong>de</strong>s <strong>et</strong> les scripts correspondants pouvaient être<br />
reliés entre eux dans la structure <strong>de</strong> la base <strong>de</strong> données. Ceci perm<strong>et</strong>tait <strong>de</strong><br />
r<strong>et</strong>rouver par la suite, en interrogeant la base, <strong>de</strong>s événements associés venant <strong>de</strong><br />
sources différentes.<br />
<strong>Le</strong>s analyses ont été faites en questionnant la base sur plusieurs dimensions<br />
<strong>et</strong> en r<strong>et</strong>raçant l’évolution chronologique <strong>de</strong>s événements. Par exemple, en<br />
recherchant les interventions verbales <strong>de</strong> l’enseignant auprès <strong>de</strong>s élèves aux<br />
ordinateurs, on peut voir qu’au début du proj<strong>et</strong>, elles sont fréquentes, spontanées<br />
ou à la <strong>de</strong>man<strong>de</strong> <strong>de</strong>s élèves; elles sont techniques <strong>et</strong> consistent à dicter <strong>de</strong>s procédures<br />
précises <strong>de</strong> cheminement dans un logiciel lors d’activités <strong>de</strong> français.<br />
PRÉSENTATION ET DISCUSSION DES RÉSULTATS: L’ÉVOLUTION DE L’ENSEIGNANT<br />
ET DE SA PRATIQUE<br />
Dans l’évolution <strong>de</strong> l’enseignant, nous avons observé <strong>de</strong>s phases entrecoupées <strong>de</strong><br />
transitions. Une phase est une pério<strong>de</strong> <strong>de</strong> temps variable caractérisée par une<br />
certaine unité dans le comportement <strong>de</strong> l’enseignant. Elle se termine lorsque ce<br />
<strong>de</strong>rnier, rencontrant <strong>de</strong>s contradictions majeures avec ses pratiques habituelles,<br />
change <strong>de</strong> comportement. Généralement, la rupture n’est pas brutale; elle est<br />
annoncée par une pério<strong>de</strong> <strong>de</strong> transition qui assure le passage d’une phase à la<br />
suivante; ainsi, nous avons i<strong>de</strong>ntifié quatre phases chronologiques: phase 1,<br />
effervescence, phase 2, déroba<strong>de</strong>, phase 3, intégration <strong>et</strong> phase 4, repli. Trois<br />
pério<strong>de</strong>s <strong>de</strong> transition ont assuré le passage d’une phase à l’autre: transition 1:<br />
déstabilisation, transition 2, recherche <strong>de</strong> soutien, transition 3, surcharge.
LE CHANGEMENT DE RÔLE D’UN ENSEIGNANT 329<br />
<strong>Le</strong>s résultats sont présentés dans le tableau 1. On notera que les <strong>de</strong>scriptions<br />
<strong>de</strong> la transition 3 <strong>et</strong> <strong>de</strong> la phase 4 sont hypothétiques. Elles ont été extrapolées<br />
à partir <strong>de</strong> la phase 3 qui laissait présager que l’enseignant s’acheminait vers un<br />
succès dans l’appropriation pédagogique <strong>de</strong> l’EPI. Nous pensons que ce sont les<br />
exigences <strong>de</strong> l’étu<strong>de</strong> qui l’ont empêché 3 <strong>de</strong> poursuivre le changement qu’il avait<br />
largement amorcé en phase 3. Nous commentons maintenant chacune <strong>de</strong>s phases.<br />
Phase 1: Effervescence<br />
C<strong>et</strong>te phase a duré trois semaines, pendant lesquelles l’enseignant a fait réaliser<br />
à l’ordinateur la plupart <strong>de</strong>s activités <strong>de</strong> toutes les matières scolaires.<br />
Pendant c<strong>et</strong>te phase, l’enseignant fait confiance à son expérience <strong>de</strong> plus <strong>de</strong><br />
20 ans dans l’enseignement <strong>et</strong> <strong>de</strong> quatre ans avec les ordinateurs. Il fait <strong>de</strong>s<br />
présentations magistrales suivies <strong>de</strong> pério<strong>de</strong>s <strong>de</strong> travail individuel <strong>de</strong>s enfants.<br />
C’est pendant les pério<strong>de</strong>s <strong>de</strong> travail individuel, qu’il “assigne” certains élèves<br />
aux ordinateurs. La plupart du temps, ils ont pour tâche <strong>de</strong> r<strong>et</strong>ranscrire un texte<br />
composé à la main auparavant. L’enseignant intervient surtout auprès <strong>de</strong>s élèves<br />
à l’ordinateur; il leur impose <strong>de</strong>s procédures strictes <strong>et</strong> répond à leurs <strong>de</strong>man<strong>de</strong>s<br />
qui portent essentiellement sur le mo<strong>de</strong> d’emploi <strong>de</strong>s logiciels. Il contrôle le<br />
niveau <strong>de</strong> bruit dans sa classe en imposant un mo<strong>de</strong> <strong>de</strong> travail individuel.<br />
Par ailleurs, pour donner à chacun la chance <strong>de</strong> travailler à l’ordinateur, <strong>et</strong><br />
aussi par manque <strong>de</strong> planification <strong>de</strong>s activités, il interrompt fréquemment le<br />
travail <strong>de</strong>s élèves. L’ensemble <strong>de</strong> son enseignement est morcelé <strong>et</strong> beaucoup <strong>de</strong><br />
temps est employé à <strong>de</strong>s explications organisationnelles; malgré ses 20 ans d’expérience<br />
il se comporte alors en enseignant novice (<strong>Le</strong>inhardt <strong>et</strong> Greeno, 1986).<br />
<strong>Le</strong> temps alloué aux activités est rarement précisé aux élèves; ainsi, ces<br />
<strong>de</strong>rniers se sentent-ils souvent interrompus en plein travail, <strong>et</strong> tout travail<br />
commencé n’est pas systématiquement repris lors d’une session ultérieure à<br />
l’ordinateur. C’est pourquoi, c<strong>et</strong>te pério<strong>de</strong> est caractérisée par <strong>de</strong> nombreuses<br />
productions amorcées par les élèves à la <strong>de</strong>man<strong>de</strong> <strong>de</strong> l’enseignant, qui n’ont<br />
jamais été ni terminées ni évaluées, car l’enseignant se sent dépassé par <strong>de</strong>s<br />
problèmes d’organisation; il est déstabilisé (Dwyer <strong>et</strong> al., 1991). Peu avant les<br />
vacances <strong>de</strong> Noël, lors d’une séance <strong>de</strong> compte-rendu hebdomadaire, il informe<br />
l’équipe <strong>de</strong> recherche qu’il souhaite revenir à <strong>de</strong>s activités plus traditionnelles le<br />
matin, pour se m<strong>et</strong>tre à jour dans le programme officiel, <strong>et</strong> réserver l’après-midi<br />
à <strong>de</strong>s activités perm<strong>et</strong>tant aux élèves plus d’exploration à l’ordinateur.<br />
Phase 2: Déroba<strong>de</strong><br />
C<strong>et</strong>te phase a duré quatre semaines, pendant lesquelles seulement le tiers <strong>de</strong>s<br />
activités observées a été réalisé à l’ordinateur.<br />
Elle est caractérisée par la faible utilisation <strong>de</strong>s ordinateurs. <strong>Le</strong>s enfants ne<br />
s’en servent qu’en fin <strong>de</strong> journée pour <strong>de</strong>s activités marginales sans lien avec les
330 MARTINE CHOMIENNE<br />
autres activités d’apprentissage. Cependant, quand ils travaillent à l’ordinateur,<br />
ils sont en équipe <strong>et</strong> ils se répartissent davantage selon leur propre organisation.<br />
L’enseignant continue à donner aux élèves aux ordinateurs <strong>de</strong>s conseils essentiellement<br />
d’ordre technique, mais son attention, lors <strong>de</strong>s séances <strong>de</strong> travail mixtes<br />
(enfants aux ordinateurs <strong>et</strong> enfants à leur pupitre), n’est plus exclusivement<br />
réservée aux élèves aux ordinateurs. Ses interventions sont <strong>de</strong> nature pédagogique<br />
ou technique. Comme dans la phase précé<strong>de</strong>nte, les élèves sont rarement mis au<br />
courant du temps dont ils disposent pour faire une activité.<br />
Bien vite, c<strong>et</strong>te situation ne satisfait pas l’enseignant. Il se rend compte qu’il<br />
n’intègre pas réellement l’ordinateur à son enseignement. Il se questionne sur son<br />
mo<strong>de</strong> d’enseignement <strong>et</strong> quéman<strong>de</strong> <strong>de</strong> l’ai<strong>de</strong> auprès <strong>de</strong>s membres <strong>de</strong> l’équipe <strong>de</strong><br />
recherche. À leur suggestion, il accepte <strong>de</strong> travailler hebdomadairement à la<br />
planification <strong>de</strong>s activités <strong>de</strong> la classe avec un didacticien.<br />
Phase 3: Intégration<br />
C<strong>et</strong>te phase fut la plus longue (huit semaines). La plupart <strong>de</strong>s activités observées<br />
ont été réalisées à l’ordinateur (72 contre 18).<br />
L’enseignant modifie la disposition physique <strong>de</strong> la classe; il sépare les îlots<br />
qu’il avait regroupés dans la phase précé<strong>de</strong>nte; il déplace l’imprimante vers le<br />
fond <strong>de</strong> la classe, <strong>de</strong>rrière un paravent, pour la rendre moins bruyante <strong>et</strong> perm<strong>et</strong>tre<br />
ainsi aux élèves <strong>de</strong> l’utiliser quand ils en sentent le besoin.<br />
Il travaille une fois par semaine avec le didacticien à la planification <strong>de</strong>s<br />
activités <strong>de</strong> la semaine à venir. Il conçoit du matériel écrit ainsi que <strong>de</strong> p<strong>et</strong>its<br />
programmes informatiques. Lors <strong>de</strong> la première pério<strong>de</strong> <strong>de</strong> la semaine, il présente<br />
l’ensemble <strong>de</strong>s activités à réaliser <strong>et</strong> explique aux élèves comment cheminer dans<br />
un environnement où six activités se déroulent simultanément sur <strong>de</strong>s thèmes<br />
différents. <strong>Le</strong>s élèves sont plus autonomes, se répartissent le travail à l’intérieur<br />
<strong>de</strong>s équipes <strong>et</strong> déci<strong>de</strong>nt entre eux qui va à l’ordinateur. <strong>Le</strong>s ordinateurs sont<br />
fréquemment utilisés <strong>et</strong> les enfants y travaillent souvent avec un partenaire.<br />
<strong>Le</strong>s activités réalisées à l’ordinateur m<strong>et</strong>tent en jeu <strong>de</strong>s habil<strong>et</strong>és d’expressioncommunication<br />
<strong>et</strong> <strong>de</strong> résolution <strong>de</strong> problème; les enfants, par exemple, doivent<br />
illustrer un thème par <strong>de</strong>s <strong>de</strong>ssins ou <strong>de</strong>s slogans qu’ils composent à l’ordinateur.<br />
La classe peut être bruyante; l’enseignant tolère un niveau <strong>de</strong> bruit qu’il juge<br />
maintenant propice aux échanges <strong>de</strong>s élèves entre eux.<br />
L’enseignant délaisse donc les présentations magistrales <strong>et</strong> le travail individuel<br />
<strong>de</strong>s élèves. Il introduit <strong>de</strong>s métho<strong>de</strong>s plus interactives favorisant la discussion ou<br />
le travail <strong>de</strong> groupe. L’apprentissage coopératif, le tutorat (l’apprentissage par les<br />
pairs) apparaissent alors essentiels (Van Deusen <strong>et</strong> Donham, 1986–1987), les<br />
élèves se questionnant mutuellement ou discutant <strong>de</strong>s hypothèses <strong>de</strong>s autres.<br />
La planification hebdomadaire, qui perm<strong>et</strong> que plusieurs activités se déroulent<br />
simultanément dans la classe, est une <strong>de</strong>s transformations importantes du mo<strong>de</strong><br />
<strong>de</strong> travail <strong>de</strong> l’enseignant lors <strong>de</strong> c<strong>et</strong>te phase. C’est grâce à elle que les élèves
LE CHANGEMENT DE RÔLE D’UN ENSEIGNANT 331<br />
peuvent travailler sur <strong>de</strong>s proj<strong>et</strong>s <strong>de</strong> gran<strong>de</strong> envergure, <strong>de</strong> façon autonome, tout<br />
en étant correctement encadrés.<br />
En somme, l’enseignant change son rôle, ses conceptions sur l’apprentissage<br />
<strong>et</strong> ses pratiques pédagogiques. Il <strong>de</strong>vient progressivement un gui<strong>de</strong> <strong>de</strong> l’élève, un<br />
planificateur, <strong>et</strong> un orienteur <strong>de</strong> l’apprentissage. Il centre ses interventions sur ses<br />
élèves <strong>et</strong> leurs capacités à prendre en charge leurs apprentissages. C’est là un<br />
rôle que le ministère <strong>de</strong> l’Éducation du Québec favorise <strong>de</strong>puis plus <strong>de</strong> dix ans<br />
notamment dans les nouveaux programmes. L’adoption en semble cependant difficile,<br />
<strong>et</strong> nous croyons qu’elle pourrait être réalisée lors <strong>de</strong> l’introduction d’un<br />
EPI.<br />
Mais ces changements se produisent lentement <strong>et</strong> progressivement. Ils exigent<br />
beaucoup <strong>de</strong> l’enseignant qui a besoin <strong>de</strong> temps pour s’y adapter (Fullan, Miles<br />
<strong>et</strong> An<strong>de</strong>rson, 1988).<br />
Aussi, après quelques semaines <strong>de</strong> ce mo<strong>de</strong> <strong>de</strong> fonctionnement, l’enseignant,<br />
que nous avons un peu bousculé en raison <strong>de</strong>s exigences <strong>de</strong> l’étu<strong>de</strong>, se plaint <strong>de</strong><br />
la lour<strong>de</strong>ur <strong>de</strong>s préparations hebdomadaires. La fin <strong>de</strong> l’année scolaire approche<br />
<strong>et</strong> il <strong>de</strong>man<strong>de</strong> qu’on le laisse seul préparer son enseignement. À sa <strong>de</strong>man<strong>de</strong><br />
également, nous espaçons nos observations.<br />
Phase 4: Repli<br />
La phase qui commence alors se poursuivra jusqu’à la fin <strong>de</strong> l’année. Pendant<br />
c<strong>et</strong>te phase, environ la moitié <strong>de</strong>s activités que nous avons observées ont été<br />
réalisées à l’ordinateur.<br />
L’enseignant fait seul une planification sommaire <strong>de</strong> son enseignement en une<br />
seule activité qui généralement se déroule à l’ordinateur pour une partie <strong>de</strong>s<br />
élèves <strong>et</strong> aux pupitres pour les autres. En c<strong>et</strong>te fin d’année scolaire, il fait davantage<br />
travailler les matières qu’il juge n’avoir pas suffisamment traitées pendant<br />
l’année. Il m<strong>et</strong> l’accent sur les sciences <strong>et</strong> introduit pour cela <strong>de</strong> nouveaux<br />
logiciels qui, tout en étant à orientation disciplinaire, sont cependant <strong>de</strong>s logiciels<br />
ouverts. 4 <strong>Le</strong>s enfants sont autonomes à l’ordinateur <strong>et</strong> se dépannent mutuellement.<br />
Lors <strong>de</strong> c<strong>et</strong>te phase, l’enseignant semble moins audacieux; il conserve cependant<br />
un mo<strong>de</strong> d’enseignement <strong>et</strong> <strong>de</strong>s métho<strong>de</strong>s <strong>de</strong> travail chez ses élèves qui prolongent<br />
les changements amorcés dans la phase précé<strong>de</strong>nte. Ainsi on peut croire<br />
qu’il se dirige vers une phase d’intégration réussie <strong>et</strong> qu’il y parviendra par une<br />
pério<strong>de</strong> <strong>de</strong> transition que nous avons appelée une pério<strong>de</strong> <strong>de</strong> construction.<br />
Phase 5: Succès<br />
Peu à peu, l’enseignant prendra <strong>de</strong> l’expérience <strong>et</strong> <strong>de</strong> l’assurance dans la planification<br />
<strong>de</strong>s activités intégrant l’ordinateur; il érigera les bases d’une intégration
332 MARTINE CHOMIENNE<br />
réussie dans laquelle il atteindra un niveau <strong>de</strong> confiance <strong>et</strong> <strong>de</strong> stabilité qui lui<br />
feront rechercher d’autres applications plus novatrices.<br />
<strong>Le</strong>s élèves utiliseront alors fréquemment les ordinateurs pour <strong>de</strong>s activités que<br />
l’enseignant aura planifiées avec précision <strong>et</strong> qui auront été analysées en fonction<br />
<strong>de</strong>s objectifs <strong>de</strong>s programmes d’enseignement. L’enseignant fera alors peu<br />
d’interventions magistrales; il servira <strong>de</strong> ressource, <strong>de</strong> gui<strong>de</strong> aux élèves qui le<br />
consulteront à ce titre. Certains enfants auront développé une compétence au<br />
suj<strong>et</strong> <strong>de</strong>s logiciels <strong>et</strong> la m<strong>et</strong>tront à la disposition <strong>de</strong> leurs pairs. <strong>Le</strong>s élèves<br />
travailleront en équipe <strong>et</strong> les proj<strong>et</strong>s seront réalisés dans une optique constructiviste,<br />
l’enfant étant le propre responsable <strong>de</strong> ses apprentissages qu’il élabore en<br />
réaménageant ses connaissances au fur <strong>et</strong> à mesure que d’autres s’ajoutent à<br />
celles qu’il possè<strong>de</strong> déjà (Papert,1984).<br />
CONCLUSION: UN OUTIL D’ANALYSE DE L’APPROPRIATION PÉDAGOGIQUE DE<br />
L’ORDINATEUR<br />
L’introduction, à <strong>de</strong>s fins <strong>de</strong> recherche appliquée, d’un environnement technologique<br />
riche dans une classe traditionnelle <strong>de</strong> sixième année a entraîné chez<br />
l’enseignant titulaire <strong>de</strong> la classe certains changements dans ses pratiques <strong>et</strong> ses<br />
conceptions pédagogiques. Ces changements ont été présentés dans un tableau<br />
résumant les phases par lesquelles est passé l’enseignant.<br />
L’étu<strong>de</strong> a été réalisée en tenant compte <strong>de</strong> plusieurs <strong>de</strong>s recommandations <strong>de</strong>s<br />
recherches sur le changement <strong>de</strong> rôle d’un enseignant <strong>et</strong> notamment celles qui<br />
touchent l’importance d’impliquer fortement l’enseignant dans la recherche. Elle<br />
a permis d’élaborer un outil général d’analyse <strong>de</strong> l’évolution d’un enseignant<br />
dans un EPI. À l’instar <strong>de</strong> la National Aca<strong>de</strong>my of Education (1991), il faut<br />
cependant insister sur la nécessité <strong>de</strong> multiplier <strong>et</strong> d’approfondir <strong>de</strong> telles recherches.<br />
Pour mieux connaître le processus <strong>de</strong> changement <strong>de</strong> rôle d’un enseignant,<br />
il faut mener <strong>de</strong>s étu<strong>de</strong>s sur <strong>de</strong> longues pério<strong>de</strong>s <strong>de</strong> temps <strong>et</strong> concernant <strong>de</strong><br />
grands échantillons <strong>de</strong> population. C’est alors qu’un outil d’analyse tel que celui<br />
que nous avons élaboré se montrera utile en étant adapté <strong>et</strong> amélioré. Dans ces<br />
conditions, il pourra <strong>de</strong>venir un outil d’évaluation du sta<strong>de</strong> d’appropriation pédagogique<br />
<strong>de</strong>s ordinateurs par les enseignants.<br />
NOTES<br />
1<br />
Si on considère le temps <strong>de</strong> préparation <strong>de</strong> l’environnement, la pério<strong>de</strong> <strong>de</strong> collecte <strong>de</strong> données<br />
s’est étendue sur 6 mois seulement.<br />
2<br />
À l’école dont il est question, une pério<strong>de</strong> d’enseignement durait 60 minutes.<br />
3<br />
En eff<strong>et</strong>, en plus du bilan hebdomadaire que nous faisions avec lui, nous avons <strong>de</strong>mandé à l’enseignant<br />
<strong>de</strong> préparer une communication sur son expérience en vue d’un congrès d’enseignants ayant<br />
eu lieu en avril <strong>et</strong> <strong>de</strong> rédiger un article pour une revue provinciale d’enseignants utilisateurs <strong>de</strong><br />
l’ordinateur.<br />
4<br />
Il s’agit <strong>de</strong> logiciels <strong>de</strong> la série LOUPE <strong>de</strong> la firme Micro Untel.
LE CHANGEMENT DE RÔLE D’UN ENSEIGNANT 333<br />
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Martine Chomienne est professeure à la Télé-Université <strong>de</strong> l’Université du Québec, 1001 rue Sherbrooke<br />
est, Montréal (Québec) H2X 3M4.
Quelques principes pour concevoir <strong>et</strong> évaluer<br />
<strong>de</strong>s activités d’apprentissage<br />
en formation à distance<br />
André-Jacques Deschênes<br />
Céline Bourdages<br />
Louise <strong>Le</strong>bel<br />
Bernard Michaud<br />
télé-université<br />
Lire pour apprendre est particulièrement important en formation à distance où l’imprimé<br />
constitue le média privilégié pour transm<strong>et</strong>tre les connaissances. Pour s’assurer que<br />
l’apprentissage se produise, il faut se fier à la compétence <strong>de</strong>s lecteurs, à la qualité <strong>de</strong>s<br />
textes ou à la qualité <strong>de</strong>s activités qui accompagnent ces textes. Or, on a constaté que les<br />
apprenants utilisent peu <strong>de</strong> <strong>stratégies</strong> <strong>de</strong> lecture ou <strong>de</strong> compréhension, que la majorité <strong>de</strong>s<br />
textes soumis aux apprenants sont <strong>de</strong> piètre qualité <strong>et</strong> que les activités proposées ne<br />
favorisent pas un traitement en profon<strong>de</strong>ur <strong>de</strong>s informations. La mise en place d’activités<br />
d’apprentissage <strong>de</strong> qualité apparaît comme une solution qui peut rémédier à ces difficultés.<br />
Il importe alors <strong>de</strong> se donner <strong>de</strong>s outils pour sélectionner, concevoir ou évaluer les<br />
activités d’apprentissage que l’on veut suggérer aux apprenants. En nous appuyant sur les<br />
travaux récents en psychologie cognitive, ceux en apprentissage en général <strong>et</strong> ceux portant<br />
sur l’apprentissage auto-régulé (self-regulated learning), nous suggérons cinq principes<br />
pour qui<strong>de</strong>r les concepteurs dans leur tâche <strong>de</strong> production d’activités d’apprentissage. Ces<br />
principes sont les suivants: 1) les activités doivent perm<strong>et</strong>tre un engagement cognitif,<br />
affectif <strong>et</strong> métacognitif <strong>de</strong>s apprenants; 2) les activités doivent favoriser un apprentissage<br />
“contextualisé”; 3) les activités <strong>de</strong> type cognitif doivent proposer un traitement en<br />
profon<strong>de</strong>ur <strong>de</strong>s informations à acquérir; 4) les activités <strong>de</strong> type métacognitif doivent<br />
proposer une démarche d’apprentissage autogérée; 5) les activités <strong>de</strong> type affectif doivent<br />
tenir compte <strong>de</strong>s connaissances <strong>et</strong> <strong>de</strong>s expériences <strong>de</strong>s apprenants.<br />
Reading has particular importance in distance education, where print is especially<br />
important. If rea<strong>de</strong>rs are to learn “at a distance,” we must hope for their comp<strong>et</strong>ence, or<br />
<strong>de</strong>pend on the quality of text or of its accompanying activities. <strong>Le</strong>arners, however, <strong>de</strong>ploy<br />
few reading or comprehension strategies; most texts are dreadful; and most activities in<br />
distance education do not lead to critical thinking. Using recent work in cognitive<br />
psychology, on learning generally, and on self-regulated learning, we suggest five guiding<br />
principles for appropriate learning activities: (1) activities should invite cognitive, m<strong>et</strong>acognitive,<br />
and affective engagement; (2) activities should favour contextualized learning;<br />
(3) cognitive activities should lead to analytical treatment of information; (4) m<strong>et</strong>acognitive<br />
activities should have self-directed learning as means and ends; and (5) affective<br />
activities should take into account learners’ knowledge and experience.<br />
335 REVUE CANADIENNE DE L’ÉDUCATION 18:4 (1993)
336 DESCHÊNES, BOURDAGES, LEBEL ET MICHAUD<br />
Nous nous intéressons aux activités d’apprentissage qui accompagnent les documents<br />
écrits dans <strong>de</strong>s cours conçus pour l’enseignement à distance. C<strong>et</strong>te<br />
préoccupation vient du fait que certaines difficultés ont été observées dans le<br />
déroulement <strong>de</strong> l’apprentissage à l’ai<strong>de</strong> <strong>de</strong> textes. <strong>Le</strong>s travaux que nous avons<br />
réalisés antérieurement nous perm<strong>et</strong>tent maintenant d’énoncer quelques principes<br />
pouvant résoudre certains aspects <strong>de</strong> ces difficultés. Ce texte décrit sommairement,<br />
dans un premier temps, <strong>de</strong>s difficultés associées à la compétence <strong>de</strong>s<br />
lecteurs, à la qualité <strong>de</strong>s textes <strong>et</strong> à celle <strong>de</strong>s activités d’apprentissage, <strong>et</strong><br />
présente, dans une <strong>de</strong>uxième partie, les principes que nous avons formulés pour<br />
réaliser <strong>de</strong>s activités d’apprentissage.<br />
La formation à distance utilise <strong>de</strong> façon privilégiée l’écrit pour transm<strong>et</strong>tre <strong>de</strong>s<br />
connaissances (Landry, 1985). L’apprentissage s’accomplit alors principalement<br />
par la lecture ou par la réalisation d’activités qui accompagnent les textes. Pour<br />
s’assurer que l’apprentissage prévu se produise, il faudrait pouvoir se fier à la<br />
compétence <strong>de</strong>s lecteurs, à la qualité <strong>de</strong>s textes ou à la qualité <strong>de</strong>s activités. Or,<br />
plusieurs étu<strong>de</strong>s nous démontrent qu’il est difficile <strong>de</strong> le faire.<br />
1. La compétence <strong>de</strong>s lecteurs<br />
Plusieurs chercheurs ont démontré (ou affirment) que beaucoup <strong>de</strong> lecteurs,<br />
même <strong>de</strong>s adultes universitaires, possè<strong>de</strong>nt peu ou utilisent peu <strong>de</strong> <strong>stratégies</strong> <strong>de</strong><br />
compréhension (Maria, 1990; Pressley <strong>et</strong> Ghatala, 1990; Wa<strong>de</strong>, Trathen <strong>et</strong><br />
Schraw, 1990). Wa<strong>de</strong> <strong>et</strong> ses collaborateurs constatent, par exemple, que seulement<br />
six <strong>de</strong>s 67 suj<strong>et</strong>s universitaires <strong>de</strong> premier cycle qu’ils ont interviewés<br />
peuvent être considérés comme <strong>de</strong>s lecteurs stratégiques; près du tiers ne possè<strong>de</strong>nt<br />
qu’une seule stratégie <strong>de</strong> lecture (souligner ou enluminer) <strong>et</strong> tentent<br />
toujours d’apprendre par coeur lorsqu’ils lisent. Par ailleurs, <strong>de</strong>s travaux <strong>de</strong> Paris<br />
<strong>et</strong> ses collaborateurs (Cross <strong>et</strong> Paris, 1988; Jacobs <strong>et</strong> Paris, 1987) <strong>et</strong> <strong>de</strong> Pressley<br />
<strong>et</strong> ses collaborateurs (Pressley, Borkowski <strong>et</strong> Schnei<strong>de</strong>r, 1989; Schnei<strong>de</strong>r <strong>et</strong><br />
Pressley, 1989) insistent sur la nécessité d’être stratégique 1 pour apprendre <strong>de</strong><br />
façon efficace. Dans leurs travaux récents, ces <strong>de</strong>rniers auteurs (Pressley <strong>et</strong> al.,<br />
1989; Schnei<strong>de</strong>r <strong>et</strong> Pressley, 1989) décrivent une approche <strong>de</strong> lecture qui accor<strong>de</strong><br />
une place privilégiée à l’acquisition <strong>de</strong> <strong>stratégies</strong> d’étu<strong>de</strong> <strong>et</strong> <strong>de</strong> compréhension.<br />
Pour eux, un apprenant performant possè<strong>de</strong> un vaste répertoire <strong>de</strong> <strong>stratégies</strong> <strong>de</strong><br />
mémoire, <strong>de</strong> compréhension <strong>et</strong> <strong>de</strong> résolution <strong>de</strong> problème. Il possè<strong>de</strong> les connaissances<br />
nécessaires à la sélection, à la mise en oeuvre <strong>et</strong> au réajustement <strong>de</strong> ses<br />
<strong>stratégies</strong> en fonction <strong>de</strong>s tâches <strong>et</strong> <strong>de</strong>s buts poursuivis. Bien peu <strong>de</strong> lecteurs<br />
seraient alors <strong>de</strong> bons apprenants.<br />
2. La qualité <strong>de</strong>s textes<br />
Plusieurs auteurs croient que l’on ne peut se fier à la qualité <strong>de</strong>s textes (Beck,<br />
McKeown, Sinatra <strong>et</strong> Loxterman, 1991; Chambliss <strong>et</strong> Calfee, 1989; Graves <strong>et</strong> al.,
ACTIVITÉS D’APPRENTISSAGE EN FORMATION À DISTANCE 337<br />
1991). Chambliss <strong>et</strong> Calfee écrivent à propos <strong>de</strong>s volumes <strong>de</strong> sciences qu’ils sont<br />
imprécis, mal organisés, sans intérêt, <strong>et</strong> qu’ils présentent <strong>de</strong>s faits sans concepts<br />
généraux qui leur donneraient un sens. Armbruster (1984) constate que souvent<br />
les caractéristiques <strong>de</strong>s textes soumis pour apprentissage ne tiennent pas compte<br />
<strong>de</strong>s connaissances que nous possédons sur la lecture <strong>et</strong> la compréhension. S’il est<br />
possible <strong>de</strong> réécrire <strong>de</strong>s textes à <strong>de</strong>s fins d’apprentissage (Beck <strong>et</strong> al., 1991), il<br />
ne s’agit pas, à notre avis, <strong>de</strong> la solution la meilleure, compte tenu du temps<br />
qu’il faudrait pour le faire <strong>et</strong> du fait que l’on ne s’entend pas encore très bien sur<br />
ce qui pourrait constituer un bon texte (Britton, van Dusen, Gulgoz <strong>et</strong> Glynn,<br />
1989; Duffy <strong>et</strong> al., 1989; Graves <strong>et</strong> al., 1991). On peut croire aussi que <strong>de</strong>s<br />
lecteurs compétents pourront lire n’importe quel type <strong>de</strong> texte.<br />
3. La qualité <strong>de</strong>s activités<br />
On peut aussi se poser <strong>de</strong>s questions sur la qualité <strong>de</strong>s exercices ou <strong>de</strong>s travaux<br />
suggérés pour soutenir l’apprentissage. En classe, par exemple, on observe habituellement<br />
que les enseignants passent la majorité <strong>de</strong> leur temps d’enseignement<br />
à poser <strong>de</strong>s questions qui ne sont pas très variées <strong>et</strong> qui ne <strong>de</strong>man<strong>de</strong>nt pas un<br />
traitement en profon<strong>de</strong>ur <strong>de</strong> l’information (Giasson, 1990; Raphael <strong>et</strong> Gavelek,<br />
1984). Souvent, les activités proposées portent sur <strong>de</strong>s concepts périphériques,<br />
négligent les idées importantes ou ne perm<strong>et</strong>tent pas la mise en oeuvre <strong>de</strong> processus<br />
favorisant la créativité ou l’application <strong>de</strong>s connaissances acquises (Brophy<br />
<strong>et</strong> Alleman, 1991). <strong>Le</strong>s questions insérées que l’on r<strong>et</strong>rouve souvent dans les<br />
manuels ou dans les cours conduisent à <strong>de</strong>s résultats divergents <strong>et</strong> plusieurs ne<br />
favorisent qu’un traitement en surface <strong>de</strong>s informations (Andre, 1990; Landry,<br />
1988). De plus, Pressley <strong>et</strong> Ghatala (1988 <strong>et</strong> 1990) ont souvent observé que<br />
même <strong>de</strong> bons lecteurs adultes ont l’illusion <strong>de</strong> comprendre, en particulier<br />
lorsqu’on leur <strong>de</strong>man<strong>de</strong> <strong>de</strong> répondre à <strong>de</strong>s questions portant sur les idées principales.<br />
Enfin, dans les cours à distance, nous avons observé que 70% <strong>de</strong>s items<br />
<strong>de</strong> type cognitif ne servent qu’au repérage <strong>de</strong>s informations (Deschênes,<br />
Bourdages, <strong>Le</strong>bel <strong>et</strong> Michaud, 1990) <strong>et</strong> ne peuvent promouvoir un apprentissage<br />
en profon<strong>de</strong>ur tel que défini par <strong>de</strong>s auteurs comme Brophy <strong>et</strong> Alleman (1991),<br />
Kintsch (1990) <strong>et</strong> Mayer (1984).<br />
En résumé, les faits sont troublants: d’une part, les étudiants connaissent ou<br />
utilisent peu <strong>de</strong> <strong>stratégies</strong> <strong>de</strong> lecture ou <strong>de</strong> compréhension, d’autre part, la<br />
majorité <strong>de</strong>s textes soumis aux apprenants sont <strong>de</strong> piètre qualité, <strong>et</strong> enfin, les<br />
activités proposées pour soutenir leur apprentissage ne semblent pas favoriser un<br />
traitement en profon<strong>de</strong>ur <strong>de</strong>s informations.<br />
Nous sommes donc à la recherche d’une solution qui perm<strong>et</strong>trait <strong>de</strong> nous attaquer<br />
<strong>de</strong> façon efficace à ces difficultés. La mise en place d’activités d’apprentissage<br />
<strong>de</strong> meilleure qualité nous semble une solution rentable pour plusieurs<br />
raisons. Du point <strong>de</strong> vue <strong>de</strong> la compétence <strong>de</strong>s lecteurs, les activités, si elles sont<br />
bien conçues, peuvent non seulement favoriser un apprentissage en profon<strong>de</strong>ur,
338 DESCHÊNES, BOURDAGES, LEBEL ET MICHAUD<br />
mais aussi perm<strong>et</strong>tre aux apprenants d’acquérir <strong>et</strong> <strong>de</strong> maîtriser <strong>de</strong> nouvelles <strong>stratégies</strong><br />
(Paris, Wasik <strong>et</strong> van <strong>de</strong>r Westhuizen, 1988) <strong>et</strong> ainsi d’augmenter leur<br />
compétence. Du côté <strong>de</strong>s textes, même si ces exercices ne peuvent pallier<br />
complètement les faiblesses <strong>de</strong>s textes à lire (Brophy <strong>et</strong> Alleman, 1991), ils<br />
peuvent sûrement faire en sorte que les apprenants profitent mieux <strong>de</strong> leurs<br />
lectures. On peut, par exemple, à l’ai<strong>de</strong> d’activités, les encourager à utiliser<br />
davantage leurs connaissances pour combler les lacunes <strong>de</strong>s textes, ce qu’ils ne<br />
font pas spontanément (Schommer, 1990). On peut donc, en misant sur la qualité<br />
<strong>de</strong>s activités d’apprentissage, apporter <strong>de</strong>s éléments <strong>de</strong> solution aux <strong>de</strong>ux autres<br />
problèmes i<strong>de</strong>ntifiés.<br />
Nous nous sommes donc donné comme objectif <strong>de</strong> m<strong>et</strong>tre au point <strong>de</strong>s instruments<br />
qui faciliteraient la sélection, la conception ou l’évaluation d’activités<br />
d’apprentissage. En nous basant sur les recherches récentes en psychologie cognitive,<br />
en particulier celles portant sur la métacognition 2 <strong>et</strong> sur les <strong>stratégies</strong> <strong>de</strong><br />
lecture, nous avons énoncé cinq principes pouvant servir <strong>de</strong> base à ce travail. Ces<br />
cinq principes sont les suivants:<br />
1. les activités <strong>de</strong>vraient perm<strong>et</strong>tre un engagement cognitif, affectif <strong>et</strong> métacognitif<br />
<strong>de</strong>s apprenants;<br />
2. les activités <strong>de</strong>vraient favoriser un apprentissage “contextualisé”;<br />
3. les activités <strong>de</strong> type cognitif <strong>de</strong>vraient proposer un traitement en profon<strong>de</strong>ur<br />
<strong>de</strong>s informations à acquérir;<br />
4. les activités <strong>de</strong> type affectif <strong>de</strong>vraient tenir compte <strong>de</strong>s connaissances <strong>et</strong> <strong>de</strong>s<br />
expériences <strong>de</strong>s apprenants;<br />
5. les activités <strong>de</strong> type métacognitif <strong>de</strong>vraient proposer une démarche d’apprentissage<br />
auto-gérée.<br />
1. <strong>Le</strong>s activités <strong>de</strong>vraient perm<strong>et</strong>tre un engagement cognitif, affectif <strong>et</strong> métacognitif<br />
<strong>de</strong>s apprenants<br />
Nous avons dégagé d’une recension <strong>de</strong>s écrits (Landry, 1988) trois types <strong>de</strong><br />
fonctions associées aux activités d’apprentissage: affectif, cognitif <strong>et</strong> métacognitif<br />
(Deschênes, Bourdages, <strong>Le</strong>bel <strong>et</strong> Michaud, 1988). Nous r<strong>et</strong>rouvons ces trois<br />
gran<strong>de</strong>s catégories dans d’autres typologies <strong>de</strong> l’apprentissage (Deschênes,<br />
Bourdages, <strong>Le</strong>bel <strong>et</strong> Michaud, 1989) <strong>et</strong> chez la majorité <strong>de</strong>s chercheurs en<br />
compréhension <strong>et</strong> en éducation (Garner, 1987; Iran-Nejad, 1990; Kintsch, 1990;<br />
Zimmerman, 1990), ainsi que dans les travaux <strong>de</strong> Paris <strong>et</strong> ses collaborateurs <strong>et</strong><br />
Pressley <strong>et</strong> ses collaborateurs que nous avons mentionnés plus haut.<br />
Il ne semble plus possible maintenant <strong>de</strong> décrire l’apprentissage sans y inclure<br />
une dimension affective touchant habituellement la motivation, les intérêts <strong>et</strong> les<br />
valeurs, les émotions <strong>et</strong> les sentiments, 3 une dimension cognitive qui renvoie aux<br />
habil<strong>et</strong>és mentales nécessaires à la réalisation <strong>de</strong>s tâches <strong>de</strong> lecture ou d’écriture,<br />
<strong>et</strong> une dimension métacognitive incluant la gestion <strong>de</strong> la démarche d’apprentis-
ACTIVITÉS D’APPRENTISSAGE EN FORMATION À DISTANCE 339<br />
sage (Deschênes, 1990a, 1990b, 1991a, 1991b). Ce <strong>de</strong>rnier aspect pourrait être<br />
plus important en enseignement à distance, compte tenu du fait que plusieurs<br />
auteurs caractérisent c<strong>et</strong>te forme d’apprentissage par l’autonomie laissée par le<br />
système aux étudiants (Henri <strong>et</strong> Kaye, 1985; Hostler, 1986). Or la littérature<br />
récente sur l’apprentissage autorégulé (self-regulated learning) considère que les<br />
trois aspects (affectif, cognitif <strong>et</strong> métacognitif) sont indissociables <strong>de</strong> l’autorégulation<br />
(Corno, 1989; Schunk, 1989; Zimmerman <strong>et</strong> Martinez-Pons, 1988).<br />
Dans l’analyse <strong>de</strong> quatre cours à distance que nous avons complétée, nous<br />
avons constaté que la majorité <strong>de</strong>s items sont <strong>de</strong> type cognitif (67%). Il y a<br />
environ 30% d’items <strong>de</strong> type métacognitif <strong>et</strong> seulement 3% d’items <strong>de</strong> type<br />
affectif. Par ailleurs, <strong>de</strong>ux <strong>de</strong>s quatre cours ne proposent pas d’items <strong>de</strong> type<br />
métacognitif, alors qu’un troisième ne suggère que <strong>de</strong>s items <strong>de</strong> vérification <strong>de</strong><br />
connaissances pour ce type d’activité. <strong>Le</strong>s concepteurs <strong>de</strong> cours semblent donc<br />
peu connaître les activités <strong>de</strong> type métacognitif ou ne pas les utiliser <strong>et</strong> insérer<br />
bien peu d’activités <strong>de</strong> type affectif.<br />
2. <strong>Le</strong>s activités <strong>de</strong>vraient favoriser un apprentissage “contextualisé”<br />
Plusieurs pratiques d’enseignement supposent que les connaissances puissent faire<br />
abstraction <strong>de</strong>s situations dans lesquelles elles sont apprises <strong>et</strong> utilisées. Au plan<br />
cognitif, c’est prendre pour acquis que les connaissances sont emmagasinées en<br />
mémoire à long terme sous forme <strong>de</strong> schéma 4 <strong>et</strong> récupérées lorsque nécessaire.<br />
C<strong>et</strong>te façon <strong>de</strong> concevoir l’activation <strong>et</strong> la construction <strong>de</strong>s connaissances est <strong>de</strong><br />
plus en plus contestée. En eff<strong>et</strong>, <strong>de</strong> nombreux auteurs (Baud<strong>et</strong> <strong>et</strong> Denhière, 1989;<br />
Bloom, 1990; Kintsch, 1988) rej<strong>et</strong>tent le concept <strong>de</strong> schéma comme structure<br />
stable <strong>de</strong> connaissances pour rendre compte <strong>de</strong> l’activité cognitive. Kintsch, par<br />
exemple, écrit que le schéma est trop rigi<strong>de</strong> pour s’adapter aux différents contextes<br />
dans lesquels se r<strong>et</strong>rouve l’individu pour comprendre un texte. Selon lui,<br />
les concepts sont toujours interprétés en fonction <strong>de</strong> la situation dans laquelle ils<br />
sont utilisés <strong>et</strong> selon le contexte.<br />
De nouveaux modèles d’apprentissage qui ren<strong>de</strong>nt compte <strong>de</strong> c<strong>et</strong>te conception<br />
<strong>de</strong>s connaissances commencent à apparaître. Ainsi, Brown, Collins <strong>et</strong> Duguid<br />
(1989) considèrent que la connaissance est situationnelle, étant en partie un<br />
produit <strong>de</strong> l’activité, du contexte <strong>et</strong> <strong>de</strong> la culture dans laquelle elle est développée<br />
<strong>et</strong> utilisée. Pour explorer c<strong>et</strong>te idée, ces auteurs suggèrent d’abandonner la<br />
croyance suivant laquelle les connaissances sont <strong>de</strong>s entités abstraites <strong>et</strong> <strong>de</strong> les<br />
considérer comme un ensemble d’outils. De plus, il n’est pas possible, selon eux,<br />
d’utiliser ces outils que sont les connaissances <strong>de</strong> façon appropriée sans comprendre<br />
la culture dans laquelle elles sont utilisées. Apprendre, disent-ils, est un<br />
processus continu, résultant <strong>de</strong> l’action en situation réelle. Ils contribuent à<br />
définir une notion importante par rapport à l’apprentissage, soit celle l’activité<br />
authentique <strong>et</strong> <strong>de</strong> sa relation avec la culture. Pour réaliser un apprentissage<br />
“contextualisé” qui tienne compte <strong>de</strong> l’activité authentique <strong>et</strong> <strong>de</strong> la culture, ces
340 DESCHÊNES, BOURDAGES, LEBEL ET MICHAUD<br />
auteurs proposent une métho<strong>de</strong> d’apprentissage qui s’appuie sur les principes du<br />
compagnonnage. 5 C<strong>et</strong>te approche m<strong>et</strong> en évi<strong>de</strong>nce la nature “contextuelle” (ou<br />
situationnelle) <strong>de</strong> la connaissance. Elle soutient l’apprentissage en aidant l’apprenant<br />
à acquérir, développer <strong>et</strong> utiliser <strong>de</strong>s outils cognitifs par <strong>de</strong>s pratiques<br />
authentiques à travers l’action <strong>et</strong> l’interaction sociale. Schoenfeld (1987) utilise<br />
c<strong>et</strong>te approche dans l’enseignement <strong>de</strong> la résolution <strong>de</strong> problème en montrant aux<br />
étudiants à penser le mon<strong>de</strong> en termes mathématiques, i.e., à travers les yeux <strong>et</strong><br />
les outils <strong>de</strong>s mathématiciens.<br />
Lorsqu’il s’agit <strong>de</strong> la conception d’activités d’apprentissage pour la formation<br />
à distance, c<strong>et</strong>te approche suppose que l’on offre à l’apprenant la possibilité <strong>de</strong><br />
mieux tenir compte <strong>de</strong> l’environnement (culture, contexte, connaissances préalables)<br />
dans lequel il se trouve. Une façon <strong>de</strong> le faire consiste à m<strong>et</strong>tre en place<br />
<strong>de</strong>s exercices qui favorisent le transfert <strong>de</strong>s connaissances (utiliser ou appliquer<br />
les connaissances acquises dans une situation nouvelle par rapport à la situation<br />
d’acquisition [Deschênes, 1991b]). Or, dans nos analyses <strong>de</strong> cours, nous avons<br />
constaté que seulement 6% <strong>de</strong>s activités <strong>de</strong> types cognitifs perm<strong>et</strong>tent le transfert<br />
<strong>de</strong>s connaissances (Deschênes, Bourdages, <strong>Le</strong>bel <strong>et</strong> Michaud, 1992). Une autre<br />
métho<strong>de</strong> consisterait à donner à l’apprenant la possibilité <strong>de</strong> choisir ses activités<br />
d’apprentissage ou ses contenus comme nous en discuterons plus loin pour les<br />
activités <strong>de</strong> type métacognitif.<br />
3. <strong>Le</strong>s activités <strong>de</strong> type cognitif <strong>de</strong>vraient proposer un traitement en profon<strong>de</strong>ur<br />
<strong>de</strong>s informations à acquérir<br />
Kintsch (1990) écrit que si l’on veut que les apprenants construisent <strong>de</strong>s<br />
représentations mentales cohérentes, appliquent les connaissances acquises à <strong>de</strong><br />
nouvelles situations (transfert), généralisent ces connaissances ou les intègrent à<br />
leurs connaissances, il faut favoriser un traitement cognitif où les apprenants<br />
imposent leurs propres structures à ce qu’ils étudient. Ce travail cognitif <strong>de</strong>vrait<br />
donner une représentation mentale qui soit davantage intégrée aux connaissances<br />
existantes <strong>et</strong> ainsi, les rendre plus adaptables aux diverses situations.<br />
Il est par ailleurs important <strong>de</strong> définir le type d’apprentissage que l’on vise<br />
(Kintsch <strong>et</strong> Kintsch, 1991; Mayer, 1988); par exemple, si l’on veut que les<br />
lecteurs stockent <strong>de</strong>s connaissances en mémoire, ou puissent les reconnaître ou<br />
les reproduire lorsqu’on le leur <strong>de</strong>man<strong>de</strong> (selon un modèle behavioriste), <strong>de</strong>s<br />
activités simples peuvent être conçues: relectures, questions à réponses suggérées,<br />
vrais ou faux, questions à réponses ouvertes textuelles implicites ou textuelles<br />
explicites. Ce type d’apprentissage est <strong>de</strong> moins en moins acceptable, surtout<br />
dans la perspective <strong>de</strong>s modèles constructivistes (Bereiter, 1990; Brophy <strong>et</strong> Alleman,<br />
1991; Deschênes, 1990b; Paris <strong>et</strong> Byrnes, 1989; Shuell, 1990), <strong>de</strong>s modèles<br />
d’apprentissage contextualisé (Anstey, 1988; Brown <strong>et</strong> al., 1989; Schoenfeld,<br />
1987) <strong>et</strong> <strong>de</strong>s modèles connexionistes (Bereiter, 1991; Kintsch, 1988). Ces modèles<br />
privilégient <strong>de</strong>s processus <strong>de</strong> construction <strong>de</strong>s connaissances où celles-ci
ACTIVITÉS D’APPRENTISSAGE EN FORMATION À DISTANCE 341<br />
sont continuellement restructurées, redéfinies ou modifiées selon les expériences,<br />
l’environnement ou le contexte dans lequel elles sont activées. En ce sens, le<br />
stockage traditionnel <strong>de</strong>s connaissances par insertion dans la mémoire à long<br />
terme résiste <strong>de</strong> moins en moins aux critiques répétées <strong>de</strong>s cognitivistes.<br />
Si l’on reprend les typologies <strong>de</strong>s activités d’apprentissage que nous avons<br />
ébauchées dans Deschênes <strong>et</strong> al. (1989), on peut penser que certains types d’activités<br />
favorisent davantage un traitement en profon<strong>de</strong>ur <strong>de</strong>s informations. Celles<br />
qui visent l’organisation <strong>de</strong>s connaissances, comme les macro<strong>stratégies</strong> 6 <strong>de</strong> Van<br />
Patten, Chao <strong>et</strong> Reigeluth (1986), celles que Weinstein définit comme les <strong>stratégies</strong><br />
d’élaboration <strong>et</strong> d’organisation ou celles qui favorisent la restructuration<br />
d’un schéma ou la construction <strong>de</strong> nouveaux schémas.<br />
Iran-Nejad, McKeachie <strong>et</strong> Berliner (1990) proposent une approche globale où<br />
un apprentissage significatif se produit si l’information est traitée par <strong>de</strong>s<br />
processus d’élaboration, <strong>de</strong> mise en contexte, d’insertion dans la culture ou les<br />
connaissances existantes. <strong>Le</strong>s processus cognitifs sont alors soutenus par les<br />
aspects affectif <strong>et</strong> métacognitif <strong>de</strong> l’apprentissage. Bereiter (1990) va dans ce<br />
sens en proposant que l’on se donne, en apprentissage, <strong>de</strong>s modèles <strong>de</strong> structures<br />
mentales plus compl<strong>et</strong>s, qui incluent plusieurs types <strong>de</strong> connaissances (déclaratives,<br />
procédurales) <strong>et</strong> <strong>de</strong> dimensions (buts, affects, modèles <strong>de</strong> problème). Il<br />
s’agit en fait d’une conception plus large <strong>de</strong>s modèles mentaux <strong>et</strong> <strong>de</strong>s modèles<br />
<strong>de</strong> situations (Kintsch, 1988) que l’on définit comme <strong>de</strong>s représentations mentales<br />
du mon<strong>de</strong> servant à l’interprétation <strong>de</strong> la réalité.<br />
Notre analyse <strong>de</strong> quatre cours conçus pour l’enseignement à distance montre<br />
que 70% <strong>de</strong>s items <strong>de</strong> type cognitif sont du repérage d’information <strong>et</strong> correspon<strong>de</strong>nt<br />
donc à un type d’apprentissage par mémorisation (mot à mot, répétition, par<br />
coeur) (Deschênes <strong>et</strong> al., 1990). Dans une autre analyse que nous avons faite<br />
d’un cours (Deschênes <strong>et</strong> al., 1989), nous abons constaté que 11,3% <strong>de</strong>s activités<br />
répondaient au critères <strong>de</strong>s macro<strong>stratégies</strong>, que 21,5% étaient <strong>de</strong> type élaboration<br />
ou organisation <strong>et</strong> que 5,9% favorisaient la restructuration d’un schéma ou la<br />
construction d’un nouveau schéma.<br />
4. <strong>Le</strong>s activités <strong>de</strong> type affectif <strong>de</strong>vraient tenir compte <strong>de</strong>s connaissances <strong>et</strong> <strong>de</strong>s<br />
expériences <strong>de</strong>s apprenants<br />
<strong>Le</strong> domaine affectif est un domaine complexe, qui apparaît souvent nébuleux à<br />
qui veut concevoir <strong>de</strong>s activités d’apprentissage (Martin, 1989). C’est le mon<strong>de</strong><br />
<strong>de</strong>s valeurs, <strong>de</strong>s attitu<strong>de</strong>s, <strong>de</strong>s émotions, <strong>de</strong>s sentiments; c’est le mon<strong>de</strong> <strong>de</strong> la<br />
compétence qu’on se reconnaît, <strong>de</strong> la motivation <strong>et</strong> <strong>de</strong> l’intérêt (Martin <strong>et</strong> Briggs,<br />
1986, cité par Martin, 1989), dont le but ultime est l’auto-développement.<br />
<strong>Le</strong> mon<strong>de</strong> affectif <strong>de</strong> l’apprenant n’est pas sans avoir un eff<strong>et</strong> sur l’acquisition<br />
<strong>de</strong> nouvelles connaissances. Il risque d’être ébranlé dans ses valeurs, ses croyances<br />
<strong>et</strong> sa culture, non seulement au plan <strong>de</strong>s concepts, mais aussi au plan <strong>de</strong>s<br />
activités qu’on lui propose ou qu’on lui impose. Il est donc important, pour le
342 DESCHÊNES, BOURDAGES, LEBEL ET MICHAUD<br />
concepteur d’activités d’apprentissage, <strong>de</strong> faire un lien entre le domaine affectif<br />
<strong>et</strong> le domaine cognitif.<br />
Sur le plan <strong>de</strong>s concepts, les connaissances nouvelles qui entrent en conflit<br />
avec les connaissances antérieures <strong>de</strong>s suj<strong>et</strong>s risquent d’être ignorées ou placées<br />
dans une structure parallèle en attente d’intégration (Ballstaedt <strong>et</strong> Mandl, 1985).<br />
En créant volontairement <strong>de</strong>s conflits entre les croyances <strong>de</strong>s suj<strong>et</strong>s <strong>et</strong> les informations<br />
nouvelles, on a pu constater <strong>de</strong>s eff<strong>et</strong>s négatifs sur leurs performances<br />
(Lipson, 1983). Il y a donc <strong>de</strong>s domaines (santé mentale, politique, religion) où<br />
il est possible que les apprenants aient <strong>de</strong>s connaissances ou <strong>de</strong>s croyances qui<br />
puissent leur faire rej<strong>et</strong>er, <strong>de</strong> façon inconsciente, les nouvelles informations qu’on<br />
leur présente (Deschênes, 1988b).<br />
On r<strong>et</strong>rouve le même phénomène pour ce qui est <strong>de</strong>s activités d’apprentissage.<br />
Quand les apprenants abor<strong>de</strong>nt une tâche d’apprentissage, ils évaluent leur<br />
perception <strong>de</strong>s exigences <strong>de</strong> la tâche par rapport à leurs besoins personnels <strong>de</strong><br />
compétence <strong>et</strong> <strong>de</strong> contrôle <strong>et</strong> à leurs structures personnelles d’estime <strong>de</strong> soi qu’ils<br />
m<strong>et</strong>tent en relation avec les jugements qu’ils portent sur leur compétence <strong>et</strong> leur<br />
capacité <strong>de</strong> réussir c<strong>et</strong>te tâche. <strong>Le</strong> résultat <strong>de</strong> ces processus d’évaluation, s’il est<br />
positif, conduit à <strong>de</strong>s états affectifs positifs (par exemple la confiance), à la<br />
motivation à entreprendre la tâche d’apprentissage, <strong>et</strong> à la volonté <strong>de</strong> fournir<br />
l’effort <strong>et</strong> la persistance voulus pour réussir la tâche. D’autre part, si le résultat<br />
est négatif, <strong>de</strong>s états affectifs négatifs (comme l’anxiété) en résulteront, <strong>et</strong> la<br />
motivation <strong>de</strong> base sera d’essayer d’éviter la tâche d’apprentissage <strong>et</strong> l’investissement<br />
<strong>de</strong> tout effort <strong>de</strong> persistance (Martin, 1989).<br />
<strong>Le</strong> succès pourrait donc être le résultat d’auto-évaluations, d’états affectifs <strong>et</strong><br />
<strong>de</strong> motivation positifs; tout comme l’échec pourrait être le résultat d’auto-évaluations,<br />
d’états affectifs <strong>et</strong> <strong>de</strong> motivation négatifs.<br />
Il peut apparaître utopique à un concepteur d’activités d’apprentissage en<br />
formation à distance <strong>de</strong> vouloir prendre en compte les états affectifs <strong>de</strong> chacun<br />
<strong>de</strong>s étudiants. La solution rési<strong>de</strong> probablement dans quelques précautions:<br />
— <strong>de</strong>s balisages clairs <strong>de</strong> la démarche d’apprentissage (contenu, concepts, objectifs)<br />
qui répondront au besoin d’être rassuré;<br />
— <strong>de</strong>s activités qui favorisent une prise <strong>de</strong> conscience par l’étudiant <strong>de</strong> l’influence<br />
<strong>de</strong> ses états affectifs sur son apprentissage <strong>et</strong> lui perm<strong>et</strong>tent d’en tenir<br />
compte;<br />
— <strong>de</strong>s activités qui perm<strong>et</strong>tent l’auto-évaluation <strong>de</strong> sa compétence <strong>et</strong> favorisent<br />
l’auto-développement;<br />
— <strong>de</strong>s activités qui laissent place à l’énoncé <strong>de</strong> ses opinions, <strong>de</strong> ses valeurs ou<br />
<strong>de</strong> ses croyances.<br />
5. <strong>Le</strong>s activités <strong>de</strong> type métacognitif <strong>de</strong>vraient proposer une démarche d’apprentissage<br />
auto-gérée<br />
On définit habituellement la métacognition comme un ensemble <strong>de</strong> connaissances<br />
<strong>et</strong> <strong>de</strong> <strong>stratégies</strong> perm<strong>et</strong>tant la gestion <strong>de</strong>s tâches cognitives (Deschênes, 1990a,
ACTIVITÉS D’APPRENTISSAGE EN FORMATION À DISTANCE 343<br />
1990b, 1991b, en préparation; Flavell, 1987; Pinard, 1987). La composante “connaissance<br />
<strong>de</strong> la métacognition” comprend ce que l’apprenant sait <strong>de</strong> lui <strong>et</strong> <strong>de</strong>s<br />
autres comme apprenant, <strong>de</strong>s tâches qu’il doit réaliser <strong>et</strong> <strong>de</strong>s <strong>stratégies</strong> dont il<br />
peut disposer. Quant à la dimension “gestion <strong>de</strong> la métacognition,” on y reconnaît<br />
habituellement trois <strong>stratégies</strong> fondamentales: la planification <strong>de</strong>s tâches<br />
cognitives, leur régulation (ou monitoring) <strong>et</strong> leur évaluation.<br />
En ayant pour objectif <strong>de</strong> perm<strong>et</strong>tre à l’étudiant <strong>de</strong> gérer son activité<br />
d’apprentissage <strong>et</strong> d’acquérir les connaissances <strong>et</strong> les compétences ad hoc, on<br />
pourrait m<strong>et</strong>tre à sa disposition un <strong>choix</strong> d’activités d’apprentissage qui puissent<br />
l’ai<strong>de</strong>r dans ce sens.<br />
Compte tenu <strong>de</strong> la disparité <strong>de</strong>s connaissances <strong>et</strong> <strong>de</strong>s compétences <strong>de</strong>s étudiants,<br />
la possibilité <strong>de</strong> choisir parmi un certain nombre d’activités d’apprentissage<br />
peut <strong>de</strong>venir pour eux un moyen efficace <strong>de</strong> se rendre compte <strong>de</strong> ce qu’ils<br />
savent, d’utiliser adéquatement ces connaissances (Schoenfeld, 1987) <strong>et</strong> <strong>de</strong> développer<br />
<strong>de</strong>s façons d’apprendre qui correspon<strong>de</strong>nt à leurs capacités.<br />
Vues sous c<strong>et</strong> angle, les activités d’apprentissage peuvent être considérées<br />
comme une banque <strong>de</strong> ressources mises à la disposition <strong>de</strong>s étudiants plutôt que<br />
comme une route unique <strong>et</strong> obligatoire pour tous, tenant compte ainsi <strong>de</strong> l’état<br />
<strong>de</strong> développement <strong>de</strong> leurs connaissances tant aux plans cognitif que métacognitif,<br />
<strong>et</strong> <strong>de</strong> leurs <strong>stratégies</strong>.<br />
<strong>Le</strong>s activités peuvent ainsi perm<strong>et</strong>tre <strong>de</strong>s <strong>choix</strong> à chacune <strong>de</strong>s trois étapes <strong>de</strong><br />
la démarche d’apprentissage: planification, réalisation <strong>et</strong> évaluation. Ces <strong>choix</strong><br />
peuvent porter sur les objectifs du cours, sur son contenu, sur sa structure, <strong>de</strong><br />
même que sur l’interaction entre l’étudiant <strong>et</strong> d’autres personnes (Deschênes,<br />
1991a).<br />
Un moyen d’assurer une démarche métacognitive chez les apprenants consiste<br />
à présenter les activités d’apprentissage en spécifiant la nature, les modalités <strong>de</strong><br />
réalisation, l’utilité <strong>et</strong> la valeur <strong>de</strong>s différents exercices proposés. Ce sont, en<br />
psychologie cognitive, les connaissances déclaratives, procédurales <strong>et</strong> “conditionnelles”<br />
(Alexan<strong>de</strong>r, Schallert <strong>et</strong> Hare, 1991; Deschênes, en préparation; Paris <strong>et</strong><br />
al., 1988).<br />
<strong>Le</strong>s connaissances déclaratives sont celles qui renvoient aux faits <strong>et</strong> aux<br />
phénomènes, alors que les procédurales constituent <strong>de</strong>s “savoirs comment.”<br />
Quant aux “connaissances conditionnelles,” on les r<strong>et</strong>rouve dans les travaux <strong>de</strong><br />
Paris <strong>et</strong> ses collaborateurs <strong>et</strong> elles renvoient au savoir portant sur le pourquoi <strong>et</strong><br />
le quand utiliser les <strong>stratégies</strong>. Dans leurs travaux sur l’enseignement <strong>de</strong>s <strong>stratégies</strong>,<br />
Paris <strong>et</strong> ses collaborateurs observent qu’il est absolument fondamental <strong>de</strong><br />
fournir aux apprenants ces trois types <strong>de</strong> connaissances si on vise l’utilisation<br />
spontanée, le maintien <strong>et</strong> le transfert <strong>de</strong>s <strong>stratégies</strong> enseignées.<br />
CONCLUSION<br />
Alors qu’on accordait assez facilement beaucoup <strong>de</strong> mérite au questionnement,<br />
on s’aperçoit maintenant qu’il s’agit, en fait, d’un moyen peu efficace pour
344 DESCHÊNES, BOURDAGES, LEBEL ET MICHAUD<br />
apprendre <strong>et</strong> qu’il peut même nuire à la compréhension lors <strong>de</strong> la lecture<br />
(Pressley <strong>et</strong> Ghatala, 1988, 1990; Pressley, Ghatala, Woloshyn <strong>et</strong> Pirie, 1990).<br />
Ces travaux perm<strong>et</strong>tent également d’observer que certains types d’activités,<br />
considérés efficaces dans les recherches, ne sont à peu près pas utilisées, comme<br />
l’imagerie mentale par exemple (Schallert, Alexan<strong>de</strong>r <strong>et</strong> Go<strong>et</strong>z, 1988). <strong>Le</strong>s<br />
travaux <strong>de</strong> Kintsch démontrent que l’on peut modifier, chez les lecteurs, le<br />
traitement cognitif d’un texte en faisant varier le type d’informations préalables<br />
présentées avant la lecture. On peut donc penser faciliter l’acquisition <strong>de</strong><br />
connaissances à l’ai<strong>de</strong> <strong>de</strong> textes <strong>et</strong> utilisant <strong>de</strong>s activités pour en faciliter la<br />
compréhension, <strong>de</strong>s activités autres que le questionnement. La production <strong>de</strong><br />
résumés, <strong>de</strong> synthèses, d’analyses, <strong>de</strong> tableaux ou <strong>de</strong> cartes sémantiques sont <strong>de</strong>s<br />
exercices qui, parce qu’ils favorisent un traitement global <strong>de</strong>s informations,<br />
constituent <strong>de</strong>s suggestions qui méritent d’être davantage utilisées <strong>et</strong> sur lesquels<br />
<strong>de</strong>vraient porter <strong>de</strong>s recherches expérimentales.<br />
Il faut accor<strong>de</strong>r une attention particulière, à notre avis, au <strong>de</strong>sign, à la<br />
sélection <strong>et</strong> à l’évaluation <strong>de</strong>s activités d’apprentissage. Il faut étudier <strong>de</strong> façon<br />
spéciale l’interaction entre les différentes dimensions affectives, cognitives <strong>et</strong><br />
métacognitives <strong>de</strong> l’apprentissage. On a constaté, par exemple, que la mise en<br />
oeuvre <strong>de</strong> <strong>stratégies</strong> cognitives rend les apprenants plus confiants en leur<br />
compétence à apprendre (Paris <strong>et</strong> Byrnes, 1989) <strong>et</strong> moins anxieux (Weinstein <strong>et</strong><br />
Un<strong>de</strong>rwood, 1985). Dans le même ordre d’idées, Novak (1990) a observé une<br />
attitu<strong>de</strong> plus positive <strong>de</strong>s apprenants envers les approches utilisées <strong>et</strong> les contenus<br />
présentés lorsqu’on favorisait un traitement en profon<strong>de</strong>ur <strong>de</strong>s informations. Plusieurs<br />
auteurs (Deschênes, 1991a; McCombs, 1988) sont convaincus qu’il y a une<br />
relation étroite entre l’aspect métacognitif <strong>de</strong> l’apprentissage <strong>et</strong> la dimension<br />
affective.<br />
On rem<strong>et</strong> souvent la responsabilité du contrôle <strong>et</strong> <strong>de</strong> l’efficacité <strong>de</strong> l’apprentissage<br />
entre les mains <strong>de</strong>s enseignants; on suppose que les apprenants ne peuvent<br />
que réagir positivement ou négativement à ce qu’on leur suggère. Il est important<br />
<strong>de</strong> laisser <strong>de</strong> plus en plus c<strong>et</strong>te responsabilité à l’individu en lui perm<strong>et</strong>tant<br />
d’augmenter ses ressources (cognitives, métacognitives <strong>et</strong> affectives) <strong>de</strong> telle<br />
sorte qu’il puisse sélectionner, structurer ou créer <strong>de</strong>s activités d’apprentissage<br />
où il sera le maître d’oeuvre <strong>de</strong> sa démarche.<br />
NOTES<br />
1<br />
Tardif (1992) définit une stratégie “comme la planification <strong>et</strong> la coordination d’un ensemble<br />
d’opérations en vue d’atteindre efficacement un objectif” (p. 23). Un apprenant stratégique choisit<br />
donc <strong>de</strong>s actions <strong>et</strong> se donne <strong>de</strong>s moyens lui perm<strong>et</strong>tant d’atteindre ses objectifs d’apprentissage<br />
<strong>de</strong> façon efficace. Ainsi, lors d’une activité <strong>de</strong> lecture, un lecteur stratégique choisit <strong>de</strong>s moyens<br />
<strong>et</strong> m<strong>et</strong> en place <strong>de</strong>s opérations lui perm<strong>et</strong>tant <strong>de</strong> diriger, faciliter <strong>et</strong> gérer sa lecture (Deschênes,<br />
1991b). Il ne lit pas pour apprendre comme il lit pour s’informer ou se divertir.<br />
2<br />
<strong>Le</strong> concept <strong>de</strong> métacognition comprend un ensemble <strong>de</strong> phénomènes complexes associés à la<br />
prise <strong>de</strong> conscience <strong>et</strong> au contrôle <strong>de</strong>s processus cognitifs sous-jacents à la réalisation <strong>de</strong>s tâches<br />
cognitives (lire, comprendre, écrire, résoudre <strong>de</strong>s problèmes, <strong>et</strong>c). Si, pendant sa lecture, l’appre-
ACTIVITÉS D’APPRENTISSAGE EN FORMATION À DISTANCE 345<br />
nant s’aperçoit qu’il ne comprend pas bien ce qu’il lit <strong>et</strong> déci<strong>de</strong> <strong>de</strong> reprendre sa lecture, il réalise<br />
une activité <strong>de</strong> type métacognitif qui lui perm<strong>et</strong> <strong>de</strong> contrôler son activité cognitive <strong>de</strong> lecture <strong>et</strong>,<br />
en principe, d’améliorer sa compréhension. <strong>Le</strong> fait <strong>de</strong> relire, cependant, est une activité <strong>de</strong> type<br />
cognitif qui lui perm<strong>et</strong> d’atteindre le but fixé.<br />
3<br />
La littérature inclut dans l’“affectif” tous ces aspects. <strong>Le</strong>bel (1989) <strong>et</strong> McCombs <strong>et</strong> Marzano<br />
(1990) distinguent la motivation <strong>de</strong>s autres aspects que l’on peut classer sous le terme “affectif.”<br />
4<br />
<strong>Le</strong> schéma est “une structure globale plus ou moins abstraite ou générale (. . .) qui représente <strong>de</strong>s<br />
regroupements <strong>de</strong> connaissances rendant compte d’obj<strong>et</strong>s, <strong>de</strong> situations ou d’événements dans ce<br />
qu’ils ont <strong>de</strong> typiques” (Deschênes, 1988a, 40–41).<br />
5<br />
<strong>Le</strong> compagnonnage correspond à une situation d’apprentissage où l’ouvrier apprend en situation<br />
réelle avec un maître <strong>et</strong> en collaboration avec les autres compagnons.<br />
6<br />
<strong>Le</strong>s macro<strong>stratégies</strong> visent l’organisation <strong>de</strong>s connaissances; elle perm<strong>et</strong>tent “d’organiser une série<br />
d’habil<strong>et</strong>és <strong>et</strong> <strong>de</strong> connaissances reliées entre elles dans un cours. Ainsi, une macro<strong>stratégies</strong> est<br />
utilisée pour structurer un certain nombre d’idées différentes dans un cours” (Van Patten <strong>et</strong> al.,<br />
1986, p. 438). Une microstratégie porte sur une idée, un concept, un principe ou une procédure.<br />
C<strong>et</strong>te distinction, faite par ces auteurs, renvoie donc à <strong>de</strong>s intervention favorisant un traitement<br />
global (macro) ou local (micro) <strong>de</strong>s informations.<br />
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André-Jacques Deschênes, Louise Bourdages, Céline <strong>Le</strong>bel <strong>et</strong> Bernard Michaud enseignent à la<br />
Télé-Université, Université du Québec, Case postale 10700, Sainte-Foy (Québec) G1V 4V9.
Précarité <strong>de</strong> l’emploi <strong>et</strong> scolarisation moyenne<br />
au Canada 1<br />
Guy Fréch<strong>et</strong><br />
université laval<br />
<strong>Le</strong>s personnes moyennement scolarisées, selon leur appartenance à <strong>de</strong>ux <strong>de</strong>s catégories<br />
médianes <strong>de</strong> la scolarisation, sont apparues comme étant les plus affectées par la précarité<br />
<strong>de</strong> l’emploi. C<strong>et</strong>te précarité est estimée ici par le rapprochement dans le temps <strong>de</strong>s<br />
transitions (ex.: emploi-chômage) sur le marché du travail. Tant pour le revenu moyen<br />
que pour les avantages en emploi, <strong>de</strong> même que pour leur cheminement sur le marché du<br />
travail, elles apparaissent comme étant défavorisées. Contrairement à l’idée généralement<br />
reçue selon laquelle la scolarisation <strong>et</strong> la situation en emploi vont <strong>de</strong> pair, les personnes<br />
moyennement scolarisées sont dans une situation moins enviable que ce que leur position<br />
hiérarchique pourrait leur perm<strong>et</strong>tre d’espérer. Une tendance vers l’affaissement du centre<br />
semble poindre à l’horizon <strong>et</strong> pourrait conduire à une forme <strong>de</strong> bipolarisation.<br />
People with the least formal education are most likely to be affected by uncertainty of<br />
employment, as judged by time b<strong>et</strong>ween jobs, or by the length of other transitions in the<br />
labour mark<strong>et</strong>. Low educational attainment has a negative effect on income, benefits, and<br />
access to the labour mark<strong>et</strong>. Contrary to the general belief that schooling and working<br />
conditions are linked, mo<strong>de</strong>stly schooled persons are in a less enviable situation than their<br />
position in the social hierarchy might lead them to expect. The shrinking of the<br />
educational “middle” may thus lead to social polarization.<br />
PROBLÉMATIQUE<br />
Dans un contexte marqué par la précarisation <strong>de</strong> l’emploi (Krahn, 1991; Shiray,<br />
Gruyer <strong>et</strong> Pinton, 1988), <strong>de</strong>s efforts ont été consentis pour inciter les individus<br />
à s’assurer d’une meilleure employabilité. En regard <strong>de</strong> celle-ci, il est permis <strong>de</strong><br />
concevoir que la scolarisation apparaisse comme un <strong>de</strong>s facteurs susceptible <strong>de</strong><br />
la favoriser (Gazier, 1990). Plus la personne est scolarisée, plus son employabilité<br />
est présumée bonne <strong>et</strong> sa stabilité en emploi, tout aussi avantageuse. <strong>Le</strong> lien<br />
entre la scolarisation <strong>et</strong> l’employabilité a par conséquent maintes fois été évoqué:<br />
les politiques actuelles visant à favoriser l’employabilité <strong>de</strong>s personnes, qui<br />
misent essentiellement sur l’augmentation <strong>de</strong>s qualifications <strong>de</strong>s travailleurs, sont<br />
là pour en témoigner. Sans nier que cela puisse être hautement légitime, il est<br />
vraisemblable <strong>de</strong> croire qu’il existe un seuil au <strong>de</strong>là duquel toute augmentation<br />
<strong>de</strong>s qualifications <strong>de</strong>s travailleurs, qui doit leur perm<strong>et</strong>tre d’anticiper une meilleure<br />
situation en emploi <strong>et</strong> une plus forte stabilité, conduit à une telle amélioration<br />
en vertu <strong>de</strong>s contraintes du marché du travail.<br />
349 REVUE CANADIENNE DE L’ÉDUCATION 18:4 (1993)
350 GUY FRÉCHET<br />
À priori, il serait permis <strong>de</strong> postuler que la situation sur le marché du travail<br />
reflète la hiérarchie <strong>de</strong> la scolarisation. Ceci conduirait à postuler la linéarité <strong>de</strong><br />
la relation entre la stabilité en emploi <strong>et</strong> la scolarisation. Il serait vraisemblable<br />
alors que les personnes moins scolarisées soient plus suj<strong>et</strong>tes à la précarité <strong>et</strong> que<br />
plus on avance dans l’échelle <strong>de</strong> la scolarisation, plus la stabilité soit forte.<br />
D’après une autre façon <strong>de</strong> voir, on pourrait poser que la rationalité économique<br />
<strong>de</strong>s acteurs <strong>et</strong> l’anticipation <strong>de</strong> la situation sur le marché du travail conduisent<br />
les individus à prendre <strong>de</strong>s risques <strong>de</strong> transiter en fonction <strong>de</strong> leur scolarisation.<br />
Cela conduirait à postuler une relation inverse. Il serait vraisemblable ainsi que<br />
les personnes plus scolarisées se perm<strong>et</strong>tent davantage <strong>de</strong> risquer <strong>de</strong>s transitions<br />
afin <strong>de</strong> dénicher un emploi plus conforme à leurs attentes; pour leur part, les<br />
personnes moins scolarisées ne pourraient se perm<strong>et</strong>tre <strong>de</strong> risquer autant, ce qui<br />
fait qu’elles vivraient une plus gran<strong>de</strong> “stabilité”.<br />
Or, nos analyses nous perm<strong>et</strong>tent d’affirmer que l’idée la plus généralement<br />
reçue, postulant que la hiérarchie <strong>de</strong> la scolarisation se reflète dans celle <strong>de</strong> la<br />
situation vécue sur le marché du travail, ne se vérifie pas empiriquement, pas<br />
plus d’ailleurs que le modèle fondé sur le risque anticipé. <strong>Le</strong>s données d’une<br />
enquête longitudinale auprès <strong>de</strong> plus <strong>de</strong> 67 000 personnes au Canada en 1986 <strong>et</strong><br />
1987 se sont révélées d’une gran<strong>de</strong> richesse pour nous ai<strong>de</strong>r à circonscrire ce<br />
phénomène. Il s’agit <strong>de</strong>s données <strong>de</strong> l’Enquête sur l’activité, 2 réalisée auprès<br />
d’une même cohorte d’individus dans le but d’examiner leur situation en emploi<br />
au cours <strong>de</strong>s 104 semaines <strong>de</strong>s années 1986 <strong>et</strong> 1987. <strong>Le</strong> sous-groupe <strong>de</strong>s personnes<br />
moyennement scolarisées correspond aux catégories médianes <strong>de</strong> la scolarisation.<br />
Une analyse préalable <strong>de</strong>s difficultés d’insertion en emploi a permis <strong>de</strong><br />
constater qu’elles sont susceptibles <strong>de</strong> connaître <strong>de</strong> plus fortes difficultés que<br />
celles qui se situent aux extrêmes (Fréch<strong>et</strong>, 1993), ce qui semble à première vue<br />
très paradoxal.<br />
Dès lors se pose un ensemble <strong>de</strong> questions sur les caractéristiques spécifiques<br />
<strong>de</strong>s personnes moyennement scolarisées: quel est, par exemple, le comportement<br />
particulier <strong>de</strong>s seules personnes actives en fonction du sexe <strong>et</strong> surtout <strong>de</strong> l’âge,<br />
ainsi que <strong>de</strong>s autres caractéristiques <strong>de</strong> l’emploi? Quelle est la dynamique particulière<br />
du cheminement <strong>de</strong>s seules personnes moyennement scolarisées selon les<br />
mêmes caractéristiques? Telles sont certaines <strong>de</strong>s questions auxquelles nous voulons<br />
nous attar<strong>de</strong>r.<br />
MÉTHODOLOGIE<br />
<strong>Le</strong> <strong>de</strong>gré <strong>de</strong> scolarité<br />
Pour les fins <strong>de</strong> l’analyse, nous avons regroupé les <strong>de</strong>grés <strong>de</strong> scolarité en quatre<br />
sous-groupes distincts. <strong>Le</strong> premier est constitué <strong>de</strong>s personnes peu scolarisées <strong>et</strong><br />
est formé par <strong>de</strong>s personnes ayant complété <strong>de</strong>s étu<strong>de</strong>s primaires. <strong>Le</strong> <strong>de</strong>uxième<br />
est constitué <strong>de</strong> personnes ayant complété ou non leur cours secondaire (présenté
PRÉCARITÉ DE L’EMPLOI ET SCOLARISATION MOYENNE 351<br />
sous l’appellation <strong>de</strong> moyennement scolarisées I) alors que le troisième est<br />
constitué <strong>de</strong>s personnes ayant quelques étu<strong>de</strong>s post-secondaires (présenté sous<br />
l’appellation <strong>de</strong> moyennement scolarisées II). Ces <strong>de</strong>ux sous-groupes réunis<br />
forment l’ensemble <strong>de</strong>s personnes moyennement scolarisées. Finalement, le <strong>de</strong>rnier<br />
est constitué <strong>de</strong>s personnes hautement scolarisées <strong>et</strong> compte dans ses rangs<br />
<strong>de</strong>s personnes ayant un certificat ou diplôme post-secondaire ou un gra<strong>de</strong> universitaire.<br />
Il s’agit au point <strong>de</strong> départ <strong>de</strong> la codification en cinq catégories <strong>de</strong><br />
Statistique Canada <strong>et</strong> si nous pouvons y déplorer certaines limites, relatives par<br />
exemple à l’absence <strong>de</strong> distinction entre les “décrocheurs” par rapport aux autres<br />
au secondaire (ce qui nous aurait permis <strong>de</strong> les apparenter aux personnes qui ne<br />
complètent pas un diplôme post-secondaire), ces catégories s’avèrent toutefois<br />
suffisamment valables pour tenter une analyse du cheminement <strong>de</strong>s personnes<br />
moyennement scolarisées II par rapport aux autres. Enfin, nous n’avons pas tenu<br />
compte du type <strong>de</strong> formation reçue (ex.: formation générale par rapport à formation<br />
professionnelle au CÉGEP), l’Enquête sur l’activité ayant codifié ces informations<br />
par spécialisation, sans les présenter sous forme agrégée, ce qu’une<br />
étu<strong>de</strong> plus approfondie nous perm<strong>et</strong>trait éventuellement d’examiner. 3<br />
<strong>Le</strong> découpage utilisé n’est pas sans comporter certaines limites. En premier<br />
lieu, les échelons <strong>de</strong> la scolarisation sont susceptibles <strong>de</strong> restructuration à travers<br />
le temps. Si le sous-groupe <strong>de</strong>s personnes peu scolarisées correspond encore à<br />
celles qui n’ont complété que <strong>de</strong>s étu<strong>de</strong>s primaires, celles-ci se r<strong>et</strong>rouvent dans<br />
les classes d’âge plus élevées <strong>et</strong> le sous-groupe dans son ensemble, déjà le moins<br />
nombreux, risque <strong>de</strong> diminuer encore avec le temps. 4 De plus, avec le phénomène<br />
<strong>de</strong> l’inflation du diplôme, l’ensemble <strong>de</strong>s personnes qui complètent leur<br />
cours secondaire <strong>et</strong> qui composent l’essentiel <strong>de</strong>s personnes moyennement scolarisées<br />
n’accomplissent qu’un “minimum” <strong>de</strong> scolarisation pour l’obtention <strong>de</strong><br />
quelque emploi que ce soit. Elles pourraient par conséquent constituer un nouvel<br />
ensemble <strong>de</strong> personnes peu scolarisées, avec celles qui n’ont que <strong>de</strong>s étu<strong>de</strong>s<br />
primaires. Ce sous-groupe qui formerait plus <strong>de</strong> la moitié <strong>de</strong> l’ensemble serait<br />
alors opposé aux personnes plus scolarisées. Il faut mentionner également que,<br />
parmi les personnes qui possè<strong>de</strong>nt une formation secondaire, plusieurs peuvent<br />
avoir complété l’apprentissage d’un métier, conduisant directement au marché du<br />
travail; celles-ci peuvent difficilement alors n’être considérées que comme étant<br />
minimalement scolarisées <strong>et</strong> c’est la raison pour laquelle nous conservons la distinction<br />
avec les personnes peu scolarisées. Parmi celles qui possè<strong>de</strong>nt quelques<br />
étu<strong>de</strong>s post-secondaires se trouvent soit <strong>de</strong>s décrocheurs, soit <strong>de</strong>s personnes sans<br />
formation particulière, soit encore <strong>de</strong>s personnes dont la formation principale est<br />
celle acquise au secondaire. D’où l’idée simplement que le découpage r<strong>et</strong>enu<br />
comporte une part d’arbitraire: il n’a pour but que d’illustrer avec plus <strong>de</strong> force<br />
le positionnement relatif <strong>de</strong>s personnes moyennement scolarisées II par rapport<br />
aux autres.
352 GUY FRÉCHET<br />
La situation en emploi <strong>et</strong> la précarité <strong>de</strong> l’emploi<br />
Nous nous proposons ici d’observer la situation en emploi <strong>de</strong>s personnes moyennement<br />
scolarisées, avec l’examen <strong>de</strong> leur rémunération pour chaque année <strong>et</strong><br />
pour l’ensemble <strong>de</strong> la pério<strong>de</strong> <strong>et</strong> celui <strong>de</strong> la proportion <strong>de</strong> personnes bénéficiant<br />
d’une forme <strong>de</strong> protection <strong>de</strong> l’emploi (appartenance à un syndicat ou emploi<br />
régi par une convention collective) <strong>et</strong> d’un régime <strong>de</strong> pension. Nous analyserons<br />
ensuite le cheminement <strong>de</strong>s personnes moyennement scolarisées dans une perspective<br />
longitudinale. <strong>Le</strong>s données perm<strong>et</strong>tent d’estimer c<strong>et</strong>te précarité par le<br />
rapprochement dans le temps <strong>de</strong>s transitions entre l’occupation <strong>et</strong> la nonoccupation<br />
d’un emploi. <strong>Le</strong>s transitions ne sont pas toutes liées à la précarité <strong>de</strong><br />
l’emploi <strong>et</strong> il suffit <strong>de</strong> songer à la mobilité professionnelle volontaire ou à<br />
l’alternance entre les étu<strong>de</strong>s <strong>et</strong> le travail, étant entendu que le caractère volontaire<br />
ou involontaire <strong>de</strong> tels changements puisse être pris en compte. Ces changements<br />
d’état, pour une bonne part, peuvent toutefois s’avérer <strong>de</strong> bons révélateurs <strong>de</strong> la<br />
précarisation <strong>de</strong> l’emploi.<br />
<strong>Le</strong>s transitions comme révélateurs <strong>de</strong> la précarité <strong>de</strong> l’emploi<br />
Divers types <strong>de</strong> transition sont susceptibles d’affecter le statut <strong>de</strong>s individus au<br />
sein <strong>de</strong> la population active. Une typologie sommaire perm<strong>et</strong> <strong>de</strong> distinguer les<br />
transitions parmi les divers statuts d’emploi (ex.: temps plein à temps partiel), les<br />
transitions “occupation non-occupation” (ex.: emploi chômage) <strong>et</strong> enfin, les transitions<br />
parmi les divers statuts <strong>de</strong>s personnes non occupées (ex.: chômage ou<br />
r<strong>et</strong>rait <strong>de</strong> la population active). Seules les transitions connues par les personnes<br />
déjà en emploi <strong>et</strong> qui le quittent <strong>et</strong> par les personnes sans emploi qui intègrent<br />
ou réintègrent le marché du travail r<strong>et</strong>iendront notre attention ici, sans distinction<br />
du statut d’emploi (principal ou secondaire, temps plein ou temps partiel).<br />
Une étu<strong>de</strong> préalable sur les raisons <strong>de</strong> quitter un emploi dans la même<br />
Enquête a permis d’isoler les facteurs individuels <strong>et</strong> les facteurs structurels dans<br />
les événements d’abandon d’emploi. Plus <strong>de</strong> 66% <strong>de</strong>s raisons <strong>de</strong> quitter sont <strong>de</strong><br />
nature structurelle (caractère saisonnier <strong>de</strong> l’emploi, <strong>et</strong>c.) <strong>et</strong> plus <strong>de</strong> 12% relèvent<br />
<strong>de</strong>s raisons individuelles objectives (maladie ou invalidité, <strong>et</strong>c.); il n’en reste<br />
donc qu’un peu plus <strong>de</strong> 20% qui relèvent <strong>de</strong>s raisons individuelles subjectives,<br />
ou liées aux préférences individuelles. Parmi les principales raisons invoquées<br />
dans ce bloc <strong>de</strong> 20%, celles qui mentionnent que l’individu “a trouvé un nouvel<br />
emploi” (8,3%) <strong>et</strong> qu’il a changé en vertu <strong>de</strong>s “conditions <strong>de</strong> travail” (5,3%), <strong>de</strong>meurent<br />
plutôt équivoques quant à l’orientation volontaire ou involontaire <strong>de</strong> la<br />
transition effectivement vécue. Elles furent néanmoins classées parmi les raisons<br />
individuelles subjectives. Aussi, ce rapprochement dans le temps <strong>de</strong>s transitions<br />
en tant qu’indicateur <strong>de</strong> la précarité <strong>de</strong>vrait fournir un aperçu relativement juste<br />
pour la gran<strong>de</strong> majorité <strong>de</strong>s situations vécues.
PRÉCARITÉ DE L’EMPLOI ET SCOLARISATION MOYENNE 353<br />
L’étu<strong>de</strong> du cheminement sur le marché du travail<br />
Dans le but d’étudier les cheminements sur le marché du travail, nous ferons<br />
appel à l’analyse <strong>de</strong> survie (les “survivants” sont ceux qui ne connaîtront pas <strong>de</strong><br />
transition au cours <strong>de</strong> la pério<strong>de</strong>), en tant qu’une <strong>de</strong>s étapes importantes <strong>de</strong><br />
l’analyse <strong>de</strong> l’histoire événementielle (“Event History Analysis”; Allison, 1984;<br />
Blossfeld, Hamerle <strong>et</strong> Mayer, 1989; Hagenaars, 1990). Il s’agit d’une métho<strong>de</strong><br />
qui a été développée pour l’analyse du suivi <strong>de</strong> cheminements individuels à travers<br />
le temps où les “événements,” susceptibles <strong>de</strong> jalonner les cheminements en<br />
question <strong>et</strong> d’infléchir la situation future, peuvent être par exemple un mariage,<br />
un divorce, <strong>et</strong>c.; il est alors possible <strong>de</strong> concevoir ce suivi dans les termes d’une<br />
histoire événementielle. Dans le cas <strong>de</strong>s données <strong>de</strong> l’Enquête sur l’activité, <strong>de</strong><br />
tels “événements” personnels n’ont pas été consignés dans une perspective longitudinale<br />
— simplement en tant que variables <strong>de</strong> statut — mais il est permis <strong>de</strong><br />
considérer comme “événements” l’arrêt du travail après une pério<strong>de</strong> d’emploi,<br />
ou tout autre indicateur d’une transition, <strong>et</strong> d’appliquer alors la métho<strong>de</strong> en vue<br />
<strong>de</strong> la reconstitution <strong>de</strong>s cheminements vécus. Par rapport aux métho<strong>de</strong>s transversales<br />
classiques, la dynamique <strong>de</strong>s cheminements peut être reconstituée à l’ai<strong>de</strong><br />
<strong>de</strong> vecteurs d’activité <strong>et</strong> analysée dans l’optique du déroulement temporel. Des<br />
outils tels que les tables <strong>de</strong> survie <strong>et</strong> les régressions <strong>de</strong> survie fournissent les<br />
mesures requises en vue <strong>de</strong> l’interprétation du cheminement <strong>de</strong> chacun <strong>de</strong>s sousgroupes.<br />
5<br />
La population étudiée<br />
Compte tenu <strong>de</strong> nos objectifs, la population à l’étu<strong>de</strong> est composée <strong>de</strong> tous les<br />
répondants actifs <strong>de</strong> l’Enquête sur l’activité, soit plus <strong>de</strong> 12 millions <strong>de</strong> personnes<br />
<strong>de</strong> 16 à 69 ans que les données pondérées perm<strong>et</strong>tent <strong>de</strong> représenter. 6<br />
L’attention portera tout particulièrement sur le sous-groupe <strong>de</strong>s personnes moyennement<br />
scolarisées (catégories médianes <strong>de</strong> la scolarisation) <strong>et</strong> parmi celles-ci,<br />
sur le sous-groupe <strong>de</strong> celles qui ont un post-secondaire non-complété, par rapport<br />
aux personnes peu ou hautement scolarisées.<br />
<strong>Le</strong>s personnes moyennement scolarisées II représentent plus <strong>de</strong> 12% <strong>de</strong> l’ensemble.<br />
Elles sont plus fortement représentées chez les jeunes, dans le secteur<br />
tertiaire <strong>et</strong> dans les professions du secteur primaire. Dans le cas <strong>de</strong>s plus jeunes,<br />
il n’est guère surprenant <strong>de</strong> ne r<strong>et</strong>rouver que très peu <strong>de</strong> personnes hautement<br />
scolarisées, du seul fait que celles-ci n’ont pas encore, pour une bonne part,<br />
complété ces cycles d’étu<strong>de</strong>s. Quelques différences enfin apparaissent aux<br />
extrêmes, c’est-à-dire entre les personnes peu scolarisées <strong>et</strong> les personnes hautement<br />
scolarisées. Dans les cas du sexe, elles sont plutôt mineures, mais elles sont<br />
plus marquées dans les cas <strong>de</strong>s secteurs d’emploi, <strong>de</strong>s secteurs professionnels <strong>et</strong><br />
<strong>de</strong> la taille <strong>de</strong> l’entreprise. 7
354 GUY FRÉCHET<br />
ANALYSE DES RÉSULTATS<br />
Un profil <strong>de</strong> la situation en emploi <strong>de</strong>s personnes moyennement scolarisées<br />
<strong>Le</strong> revenu tiré du travail <strong>et</strong> les avantages en emploi (protection syndicale <strong>et</strong><br />
régime <strong>de</strong> pension) constituent <strong>de</strong>ux <strong>de</strong>s aspects importants <strong>de</strong> la situation en<br />
emploi. La relation linéaire présumée entre le revenu <strong>et</strong> le <strong>de</strong>gré <strong>de</strong> scolarité est<br />
une idée généralement reçue, dont l’observation se traduirait par une position<br />
intermédiaire pour ces divers aspects <strong>de</strong> la situation en emploi. Or une situation<br />
paradoxale touche les personnes moyennement scolarisées ayant entamé quelques<br />
étu<strong>de</strong>s post-secondaires sans les avoir complétées (moyennement scolarisées II);<br />
leurs revenus sont très souvent inférieurs en moyenne à ceux <strong>de</strong>s personnes qui<br />
ont terminé ou non leurs étu<strong>de</strong>s secondaires (moyennement scolarisées I). Ils sont<br />
également inférieurs en moyenne à ceux qui n’ont terminé qu’un cours primaire<br />
dans certaines catégories, notamment chez les jeunes <strong>de</strong> 20 à 24 ans, dans le<br />
secteur professionnel tertiaire <strong>et</strong> quelle que soit la taille <strong>de</strong> l’entreprise en 1986,<br />
mais surtout dans les p<strong>et</strong>ites <strong>et</strong> les très gran<strong>de</strong>s entreprises en 1987. En ce qui<br />
concerne la protection en emploi, la même situation doublement défavorisée<br />
apparaît, quel que soit le sexe, chez les personnes <strong>de</strong> plus <strong>de</strong> 45 ans, dans les<br />
secteurs secondaire <strong>et</strong> tertiaire, dans le secteur professionnel primaire <strong>et</strong> dans les<br />
entreprises <strong>de</strong> plus <strong>de</strong> 20 employés. Pour ce qui est du régime <strong>de</strong> pension, il en<br />
va <strong>de</strong> même chez les hommes ainsi que dans toutes les entreprises sauf dans<br />
celles <strong>de</strong> taille moyenne supérieure (100 à 499 employés).<br />
<strong>Le</strong>s seuls cas observables où les personnes moyennement scolarisées II sont<br />
avantagées par rapport aux personnes plus scolarisées se trouvent chez les plus<br />
jeunes sur le plan salarial, en raison d’un artifice lié au découpage, <strong>et</strong> chez les<br />
personnes qui oeuvrent dans les secteurs primaire <strong>et</strong> secondaire ainsi que dans<br />
le secteur professionnel secondaire sur le plan <strong>de</strong> la protection syndicale. C<strong>et</strong>te<br />
proportion plus élevée <strong>de</strong> personnes moyennement scolarisées II qui jouissent <strong>de</strong><br />
protection syndicale ne se traduit toutefois pas toujours par <strong>de</strong>s revenus plus<br />
élevés. En outre, leurs revenus moyens pour les années 1986 <strong>et</strong> 1987 sont moins<br />
élevés que ceux <strong>de</strong>s personnes moyennement scolarisées I dans le secteur primaire<br />
<strong>et</strong> dans le secteur professionnel secondaire.<br />
<strong>Le</strong> cheminement <strong>de</strong>s personnes moyennement scolarisées en regard <strong>de</strong> la<br />
précarité <strong>de</strong> l’emploi<br />
La fréquence <strong>de</strong>s transitions<br />
<strong>Le</strong>s données <strong>de</strong> l’Enquête sur l’activité perm<strong>et</strong>tent <strong>de</strong> suivre le cheminement<br />
d’une cohorte pendant <strong>de</strong>ux années entières. À l’ai<strong>de</strong> <strong>de</strong> l’analyse <strong>de</strong> survie, il<br />
est possible <strong>de</strong> voir comment se comportent dans le temps chacun <strong>de</strong>s sousgroupes.<br />
L’examen <strong>de</strong> la répartition du nombre <strong>de</strong> transitions selon la scolarité<br />
révèle que 63,4% <strong>de</strong>s personnes ne connaissent pas <strong>de</strong> transition, mais que, parmi
PRÉCARITÉ DE L’EMPLOI ET SCOLARISATION MOYENNE 355<br />
les personnes moyennement scolarisées qui n’ont qu’un post-secondaire non<br />
complété, c<strong>et</strong>te proportion <strong>de</strong>scend à 59,1%, soit un taux plus faible que pour les<br />
personnes situées aux extrêmes (67,0% pour les personnes peu scolarisées <strong>et</strong><br />
67,4% pour les personnes hautement scolarisées). Ce sont également celles dont<br />
la proportion d’occurrence <strong>de</strong> transitions multiples se situe tout juste au second<br />
rang pour la première transition, mais au premier rang à partir <strong>de</strong> la secon<strong>de</strong><br />
transition <strong>et</strong> pour toutes les suivantes. 8 Que ces personnes se r<strong>et</strong>rouvent dans une<br />
situation moins enviable que les personnes plus fortement scolarisées est bien<br />
compréhensible, mais pourquoi semblent-elles plus défavorisées que celles qui<br />
sont moins scolarisées?<br />
L’occurrence <strong>de</strong>s transitions multiples ne caractérise pas que ce sous-groupe<br />
en particulier, mais, contrairement à l’attente qui aurait permis <strong>de</strong> le situer entre<br />
les personnes moins scolarisées <strong>et</strong> celles qui le sont davantage, ce sous-groupe<br />
semble plus affecté que ceux situés aux extrêmes. Il est par conséquent paradoxal<br />
<strong>de</strong> constater que la situation <strong>de</strong>s personnes peu scolarisées est très semblable,<br />
sous l’angle particulier <strong>de</strong> l’occurrence <strong>de</strong>s transitions, à celle <strong>de</strong>s personnes<br />
hautement scolarisées.<br />
La probabilité <strong>de</strong>s transitions<br />
En examinant c<strong>et</strong>te fois la probabilité <strong>de</strong> connaître une transition à chaque mois,<br />
il est possible d’estimer le risque <strong>de</strong> transiter pour une personne entrée dans<br />
l’intervalle <strong>et</strong> qui n’a pas encore préalablement subi <strong>de</strong> transition. Par exemple,<br />
la mesure peut indiquer la probabilité qu’une personne subisse une transition au<br />
2e mois, au 6e mois, au 14e mois, <strong>et</strong>c., soit au fur <strong>et</strong> à mesure du déroulement<br />
temporel. Ce taux (lambda) est calculé avec le nombre d’événements terminaux<br />
dans un intervalle, divisé par le nombre moyen <strong>de</strong> survivants au milieu <strong>de</strong> l’intervalle.<br />
La probabilité <strong>de</strong> changer d’état peut ainsi atteindre plus <strong>de</strong> 8,8% <strong>de</strong> l’ensemble<br />
au cours du premier mois <strong>de</strong> septembre, avec <strong>de</strong>s somm<strong>et</strong>s importants en juin<br />
<strong>et</strong> décembre, alors qu’elle atteint 10,3% <strong>de</strong>s personnes moyennement scolarisées<br />
II au cours du premier mois <strong>de</strong> septembre, également avec <strong>de</strong>s somm<strong>et</strong>s encore<br />
plus importants que pour l’ensemble aux mêmes moments, sauf au somm<strong>et</strong> <strong>de</strong><br />
décembre <strong>de</strong> la première année. <strong>Le</strong> risque n’est pas toujours plus élevé; lorsqu’il<br />
est plus élevé cependant, la différence apparaît plus marquée, notamment avec<br />
ces écarts respectifs <strong>de</strong> 1,5% <strong>et</strong> <strong>de</strong> 2,5% en septembre <strong>de</strong> chacune <strong>de</strong>s <strong>de</strong>ux<br />
années (Tableau 1). Aussi, les personnes du sous-groupe connaissent <strong>de</strong>s probabilités<br />
plus accentuées <strong>de</strong> subir une transition au moment <strong>de</strong>s principaux somm<strong>et</strong>s,<br />
notamment en septembre <strong>de</strong> chacune <strong>de</strong>s années. <strong>Le</strong> risque à ces moments<br />
critiques est presque toujours plus élevé pour les personnes moyennement scolarisées<br />
II, ce qui montre leur plus gran<strong>de</strong> vulnérabilité relativement aux autres sousgroupes.
356 GUY FRÉCHET<br />
TABLEAU 1<br />
Nombre <strong>de</strong> transitions <strong>et</strong> probabilité <strong>de</strong>s transitions <strong>de</strong> type “occupation non-occupation”<br />
<strong>et</strong> vice-versa selon le mois, population active <strong>de</strong> 16 à 69 ans, Canada, 1986–1987<br />
Mois<br />
Nombre <strong>de</strong><br />
transitions<br />
Ensemble Moyennement scolarisées II<br />
Taux a<br />
(%)<br />
Nombre <strong>de</strong><br />
transitions<br />
Taux a<br />
(%) Écart (%)<br />
1 397 728 2,3 50 300 2,0 –0,4<br />
2 472 238 2,7 67 171 2,6 –0,1<br />
3 679 990 4,0 85 500 3,3 –0,6<br />
4 698 144 4,1 123 452 4,9 0,8<br />
5 628 212 3,7 111 007 4,4 0,7<br />
6 1 240 024 7,4 195 703 7,8 0,4<br />
7 658 003 3,8 88 991 3,5 –0,4<br />
8 764 133 4,5 116 810 4,6 0,1<br />
9 1 466 576 8,8 254 950 10,3 1,5<br />
10 736 234 4,3 91 221 3,6 –0,7<br />
11 623 478 3,6 72 523 2,8 –0,8<br />
12 1 241 032 7,4 152 805 6,1 –1,3<br />
13 518 238 3,0 67 990 2,6 –0,4<br />
14 451 553 2,6 64 044 2,5 –0,1<br />
15 607 154 3,5 72 986 2,8 –0,7<br />
16 567 458 3,3 103 200 4,0 0,7<br />
17 539 299 3,1 105 772 4,1 1,0<br />
18 964 219 5,7 150 306 5,9 0,3<br />
19 632 480 3,7 79 059 3,1 –0,6<br />
20 604 735 3,5 99 634 3,9 0,4<br />
21 1 104 828 6,5 225 258 9,0 2,5<br />
22 543 071 3,2 64 438 2,5 –0,7<br />
23 611 772 3,6 71 169 2,8 –0,8<br />
24 681 704 4,0 87 560 3,4 –0,6<br />
Total 17 432 304 2 601 848<br />
a La probabilité est calculée sur l’ensemble <strong>de</strong> la population active <strong>de</strong> 16 à 69 ans, soit 12 millions <strong>de</strong> personnes.<br />
Il s’agit du taux d’exposition (“hazard rate”), indiquant le risque <strong>de</strong> transiter pour une personne entrée dans<br />
l’intervalle <strong>et</strong> qui n’a pas encore préalablement subi <strong>de</strong> transition. Ce taux (lambda) est calculé avec le nombre<br />
d’événements terminaux dans un intervalle, divisé par le nombre moyen <strong>de</strong> survivants au milieu <strong>de</strong> l’intervalle:<br />
lambda i = 2q i<br />
h i(1+p i)<br />
où “q” est la proportion d’événements terminaux, “h” est la largeur <strong>de</strong> l’intervalle <strong>et</strong> “p” est la proportion <strong>de</strong><br />
survivants.<br />
(Source: D’après les données <strong>de</strong> l’Enquête sur l’activité, 1986–1987; calculs <strong>de</strong> l’auteur)
PRÉCARITÉ DE L’EMPLOI ET SCOLARISATION MOYENNE 357<br />
L’examen du premier intervalle inter-transitions<br />
Une vision complémentaire est fournie avec l’examen <strong>de</strong>s “survivants” (ou ceux<br />
qui ne connaîtront pas <strong>de</strong> transition au cours <strong>de</strong> la pério<strong>de</strong>), tels qu’évalués à<br />
partir <strong>de</strong>s pourcentages cumulés <strong>de</strong> survivants en prenant la durée du premier<br />
intervalle d’occupation ou <strong>de</strong> non-occupation comme variable dépendante. Or,<br />
pourquoi se servir <strong>de</strong> la durée <strong>de</strong> l’intervalle? Conceptuellement, on comprendra<br />
que le temps écoulé entre les transitions est lié au nombre <strong>de</strong> transitions <strong>et</strong><br />
partant, à la précarité. Plus les intervalles entre chacune <strong>de</strong>s transitions seront<br />
courts, plus le nombre <strong>de</strong> transitions sera élevé. L’intérêt <strong>de</strong> la mesure ne<br />
consiste pas tant à connaître la durée moyenne <strong>de</strong> l’emploi ou du chômage qu’à<br />
établir une base <strong>de</strong> calcul homogène, fondée sur le temps. La mesure perm<strong>et</strong> ainsi<br />
<strong>de</strong> constituer <strong>de</strong>s tables <strong>de</strong> survie <strong>et</strong> d’effectuer les calculs <strong>de</strong> la régression <strong>de</strong><br />
survie, sur lesquels nous reviendrons.<br />
<strong>Le</strong> cheminement <strong>de</strong> chacun <strong>de</strong>s sous-groupes peut être analysé à l’ai<strong>de</strong> <strong>de</strong>s<br />
tables <strong>de</strong> survie. <strong>Le</strong>s informations <strong>de</strong> ces tables peuvent être interprétées à l’ai<strong>de</strong><br />
du test “<strong>Le</strong>e-Desu,” 9 qui perm<strong>et</strong> <strong>de</strong> comparer les sous-groupes entre eux. Pour<br />
toutes les caractéristiques déjà examinées, le tableau 2 synthétise les résultats<br />
détaillés, tels qu’obtenus à l’ai<strong>de</strong> <strong>de</strong> ce test, en montrant le positionnement relatif<br />
<strong>de</strong>s personnes moyennement scolarisées II. 10 <strong>Le</strong>s co<strong>de</strong>s du tableau sont les suivants:<br />
les signes négatifs indiquent qu’elles sont désavantagées par rapport à un<br />
(-) ou <strong>de</strong>ux (--) <strong>de</strong>s sous-groupes qui précè<strong>de</strong>nt (peu scolarisées <strong>et</strong> moyennement<br />
scolarisées I); le signe positif indique qu’elles sont avantagées (+) par rapport au<br />
sous-groupe qui suit (hautement scolarisées). L’absence <strong>de</strong> co<strong>de</strong> signifie simplement<br />
que leur positionnement est conforme aux attentes, c’est-à-dire qu’elles se<br />
situent au rang reflétant la même hiérarchie que celle <strong>de</strong> la scolarisation. L’abondance<br />
<strong>de</strong>s cas où <strong>de</strong>s situations moins enviables existent pour les personnes<br />
moyennement scolarisées II relativement à leur cheminement sur le marché du<br />
travail est particulièrement frappante (Tableau 2).<br />
<strong>Le</strong> seul cas où la situation est conforme aux attentes concerne les personnes<br />
<strong>de</strong> 35 à 44 ans, où l’expérience semble constituer un atout. Chez les personnes<br />
<strong>de</strong> 45 à 54 ans, les personnes moyennement scolarisées II sont même avantagées<br />
par rapport aux personnes plus scolarisées d’après le test <strong>et</strong> se situent conformément<br />
aux attentes pour ce qui est <strong>de</strong> la durée médiane <strong>de</strong> l’intervalle précédant<br />
la première transition. Chez les personnes <strong>de</strong> 55 à 64 ans, on est également<br />
avantagé par rapport aux personnes plus scolarisées relativement à c<strong>et</strong>te durée<br />
médiane. L’expérience ici encore s’avère un atout particulier pour les personnes<br />
<strong>de</strong> ces classes d’âge, au point <strong>de</strong> compenser pour la scolarisation acquise.<br />
Quant au secteur d’emploi, il n’y a que le secteur primaire où les personnes<br />
moyennement scolarisées II, tout en étant désavantagées par rapport aux sousgroupes<br />
qui les précè<strong>de</strong>nt, sont également avantagées par rapport aux personnes<br />
plus scolarisées dans le cas <strong>de</strong> la durée médiane. Pour le reste, les divers secteurs<br />
professionnels <strong>et</strong> la taille <strong>de</strong> l’entreprise montrent que, quels que soient ces
358 GUY FRÉCHET<br />
TABLEAU 2<br />
Positionnement relatif <strong>de</strong>s personnes actives moyennement scolarisées II pour le score<br />
moyen (test <strong>Le</strong>e-Desu) <strong>et</strong> la durée du premier intervalle en semaines (médiane), selon les<br />
caractéristiques socio-démographiques <strong>et</strong> celles <strong>de</strong> l’emploi, Canada, 1986–1987<br />
Score a<br />
Médiane<br />
Sexe<br />
Homme -- --<br />
Femme -- --<br />
Ensemble<br />
Age<br />
-- --<br />
b<br />
16 à 19 ans --+ --+<br />
20 à 24 ans -- --<br />
25à34ans<br />
35à44ans<br />
- -<br />
45 à 54 ans +<br />
55à64ans<br />
Secteur d’emploi<br />
- +<br />
Primaire -- --<br />
Secondaire -- --<br />
Tertiaire<br />
Secteur professional<br />
-- --<br />
Primaire -- --<br />
Secondaire -- --<br />
Tertiare<br />
Nombre d’employés<br />
-- --<br />
19 <strong>et</strong> moins -- --<br />
20à99 -- --<br />
100 à 499 -- --<br />
500 <strong>et</strong> plus<br />
Protection<br />
-- --<br />
c<br />
Avec -- --<br />
Sans<br />
Régime <strong>de</strong> pension<br />
-- --<br />
Avec -- --<br />
Sans -- --<br />
a Scores moyens r<strong>et</strong>enus pour les seules significations ≤0,05.<br />
b Seule la classe d’âge <strong>de</strong> 65 à 69 ans ne fut pas r<strong>et</strong>enue en raison du faible nombre <strong>de</strong> cas.<br />
c Appartenant à un syndicat ou dont l’emploi est régi par une convention collective.<br />
(Source: D’après les données <strong>de</strong> l’Enquête sur l’activité, 1986–1987; calculs <strong>de</strong> l’auteur)
PRÉCARITÉ DE L’EMPLOI ET SCOLARISATION MOYENNE 359<br />
secteurs ou quelle que soit c<strong>et</strong>te taille, la situation <strong>de</strong>s personnes moyennement<br />
scolarisées II est moins enviable que celle <strong>de</strong>s autres sous-groupes.<br />
<strong>Le</strong>s personnes moyennement scolarisées II bénéficiant <strong>de</strong> protection en emploi<br />
<strong>et</strong> d’un régime <strong>de</strong> pension vivent-elles une précarité moins évi<strong>de</strong>nte? Bien que<br />
cela puisse surprendre, la réponse à c<strong>et</strong>te question est négative. <strong>Le</strong>s personnes<br />
moyennement scolarisées II sont tout aussi désavantagées par rapport aux autres<br />
sous-groupes même lorsque ces conditions existent. En d’autres termes, la protection<br />
syndicale <strong>et</strong> le régime <strong>de</strong> pension (“contrôlant” la relation) ne sont pas <strong>de</strong>s<br />
atouts particuliers. Ces conditions, qui auraient pu être <strong>de</strong>s fil<strong>et</strong>s <strong>de</strong> sécurité,<br />
n’ont par conséquent pas d’influence particulière sur le cheminement <strong>de</strong>s personnes<br />
moyennement scolarisées II. Au contraire, si les entreprises fortement<br />
syndiquées ont été davantage touchées par les fluctuations économiques, les<br />
personnes moyennement scolarisées II qui s’y sont r<strong>et</strong>rouvées ont été davantage<br />
pénalisées.<br />
La comparaison entre la situation en emploi <strong>et</strong> les cheminements sur le marché<br />
du travail montre que dans l’ensemble, les différences vont dans le sens suivant:<br />
les personnes moyennement scolarisées II, qui éprouvent plus <strong>de</strong> difficultés dans<br />
leur situation en emploi que les autres sous-groupes, vivent <strong>de</strong>s cheminements<br />
sur le marché du travail encore plus difficiles. <strong>Le</strong>s exceptions ne sont pas nombreuses:<br />
les personnes <strong>de</strong> plus <strong>de</strong> 45 ans sont dans une position conforme aux<br />
attentes quant à leur situation en emploi mais favorisées quant à leur cheminement.<br />
Un aperçu du poids <strong>de</strong>s facteurs<br />
Dans le but d’évaluer le poids <strong>de</strong>s divers facteurs, la régression <strong>de</strong> survie 11 peut<br />
être mise à contribution, toujours avec la même mesure <strong>de</strong> la durée <strong>de</strong> l’intervalle<br />
inter-transition. À partir du modèle initial qui consiste simplement à modéliser<br />
l’eff<strong>et</strong> <strong>de</strong> la scolarité sur le rapprochement dans le temps <strong>de</strong>s transitions<br />
“occupation-non-occupation,” nous ajoutons les caractéristiques socio-démographiques<br />
prises isolément, les caractéristiques <strong>de</strong> l’emploi prises isolément, <strong>et</strong><br />
l’ensemble <strong>de</strong> ces caractéristiques. <strong>Le</strong> raisonnement implicite est <strong>de</strong> ne pas<br />
imputer à un facteur ou à un ensemble <strong>de</strong> facteurs <strong>de</strong>s influences qui seraient<br />
attribuables à d’autres avec lesquels ils peuvent être associés. Une norme pour<br />
chaque variable est établie avec la <strong>de</strong>rnière catégorie, qui sert <strong>de</strong> point <strong>de</strong><br />
référence.<br />
Si les personnes moyennement scolarisées II vivent une plus forte précarité<br />
dans l’ensemble, ce n’est pas tant en vertu <strong>de</strong>s caractéristiques socio-démographiques<br />
que <strong>de</strong>s caractéristiques <strong>de</strong> l’emploi, qui favorisent les personnes moins<br />
scolarisées (Tableau 3). <strong>Le</strong> modèle initial montre effectivement que les <strong>de</strong>ux<br />
premiers sous-groupes sont très près du sous-groupe <strong>de</strong>s personnes plus scolarisées<br />
<strong>et</strong> que les personnes moyennement scolarisées II sont moins favorisées. En<br />
contrôlant les caractéristiques socio-démographiques, les trois premiers sous-
360 GUY FRÉCHET<br />
TABLEAU 3<br />
Régressions <strong>de</strong> survie,* premier intervalle,<br />
population active <strong>de</strong> 16 à 69 ans, Canada, 1986–1987<br />
Modèle 1 a<br />
Modèle 2 Modèle 3 Modèle 4<br />
Log <strong>de</strong> vraisemblance<br />
(distribution lognormale)<br />
–8 664 093 –8 517 743 –6 749 307 –6 663 394<br />
Intercepteur<br />
Scolarité<br />
3,28 3,50 3,08 3,23<br />
Peu scol. 0,02 –0,03 0,13 0,08<br />
Moy. I –0,01 –0,03 0,06 0,03<br />
Moy. II –0,05 –0,04 –0,01 –0,01<br />
Haut. scol.<br />
Sexe<br />
0,0 0,0 0,0 0,0<br />
Homme –0,11 –0,06<br />
Femme 0,0 0,0<br />
Âge b<br />
16–19 –0,06 0,01<br />
20–24 –0,30 –0,21<br />
25–34 –0,14 –0,07<br />
35–44 –0,14 –0,06<br />
45–54 –0,16 –0,11<br />
55–64<br />
Secteur d’emploi<br />
0,0 0,0<br />
Primaire –0,08 –0,07<br />
Secondaire –0,02 –0,01<br />
Tertiaire<br />
Secteur professionnel<br />
0,0 0,0<br />
Primaire 0,18 0,15<br />
Secondaire 0,07 0,07<br />
Tertiaire<br />
Nombre d’employés<br />
0,0 0,0<br />
19 <strong>et</strong> moins –0,03 –0,03<br />
20 à 99 –0,02 –0,02<br />
100 à 499 0,03 0,02<br />
500 <strong>et</strong> plus 0,0 0,0<br />
Protection c<br />
Avec –0,04 –0,04<br />
Sans 0,0 0,0
PRÉCARITÉ DE L’EMPLOI ET SCOLARISATION MOYENNE 361<br />
TABLEAU 3 (continué)<br />
Régressions <strong>de</strong> survie,* premier intervalle,<br />
population active <strong>de</strong> 16 à 69 ans, Canada, 1986–1987<br />
Modèle 1 a<br />
Modèle 2 Modèle 3 Modèle 4<br />
Régime <strong>de</strong> pension<br />
Avec 0,19 0,19<br />
Sans 0,0 0,0<br />
Paramètre <strong>de</strong> l’échelle<br />
normale<br />
0,95 0,94 0,94 0,93<br />
* Paramètres r<strong>et</strong>enus pour les seules significations du X 2 ≤0,0001.<br />
a<br />
Modèle 1, initial; Modèle 2, avec caractéristiques socio-démographiques; Modèle 3, avec caractéristiques <strong>de</strong><br />
l’emploi; Modèle 4, final.<br />
b<br />
Seule la classe d’âge <strong>de</strong> 65 à 69 ans ne fut pas r<strong>et</strong>enue en raison du faible nombre <strong>de</strong> cas.<br />
c<br />
Appartenant à un syndicat ou dont l’emploi est régi par une convention collective.<br />
(Source: D’après les données <strong>de</strong> l’Enquête sur l’activité, 1986–1987; calculs <strong>de</strong> l’auteur)<br />
groupes sont presque également défavorisés par rapport à celui <strong>de</strong>s personnes<br />
plus scolarisées. C’est surtout parce qu’il s’agit <strong>de</strong> l’influence négative <strong>de</strong>s<br />
hommes, <strong>de</strong>s jeunes <strong>de</strong> 20 à 24 ans <strong>et</strong>, dans une moindre mesure, <strong>de</strong>s personnes<br />
<strong>de</strong> 45 à 54 ans. C’est là une première explication.<br />
En contrôlant c<strong>et</strong>te fois les caractéristiques <strong>de</strong> l’emploi, les <strong>de</strong>ux premiers<br />
sous-groupes sont relativement favorisés par rapport à celui <strong>de</strong>s personnes plus<br />
scolarisées, laissant le sous-groupe <strong>de</strong>s personnes moyennement scolarisées II<br />
dans une situation moins avantagée. C’est surtout parce qu’il s’agit <strong>de</strong>s influences<br />
positives liées aux faits d’oeuvrer dans les secteurs professionnels primaire<br />
<strong>et</strong> secondaire <strong>et</strong> <strong>de</strong> jouir d’un régime <strong>de</strong> pension. Il s’agit là d’autant <strong>de</strong> facteurs<br />
qui offriraient plus <strong>de</strong> stabilité ou qui inciteraient à plus <strong>de</strong> stabilité. Il s’agit<br />
également <strong>de</strong> l’influence négative du secteur d’emploi primaire (le caractère<br />
saisonnier <strong>de</strong> l’emploi y est plus fort), du fait <strong>de</strong> travailler dans <strong>de</strong> plus p<strong>et</strong>ites<br />
entreprises <strong>et</strong> curieusement, <strong>de</strong> la protection en emploi! Il s’agit là d’une secon<strong>de</strong><br />
explication. Pour ce qui est <strong>de</strong> ce <strong>de</strong>rnier facteur, cela confirme le fait déjà<br />
observé que la syndicalisation ne semble plus être un fil<strong>et</strong> <strong>de</strong> sécurité à toute<br />
épreuve. Conjugué au fait que les personnes moyennement scolarisées II sont celles<br />
qui proportionnellement jouissent <strong>de</strong> la moindre protection en emploi, comme<br />
nous l’avons vu, les personnes <strong>de</strong> ce sous-groupe s’avèrent plus vulnérables à<br />
tous égards.<br />
<strong>Le</strong> modèle final tend à confirmer la prépondérance <strong>de</strong>s caractéristiques <strong>de</strong><br />
l’emploi, bien que l’importance en soit considérablement amoindrie. Toutes les<br />
caractéristiques étant contrôlées, le fait d’être un homme, un jeune <strong>de</strong> 20 à 24
362 GUY FRÉCHET<br />
ans ou une personne <strong>de</strong> 45 à 54 ans continuent d’avoir une importance déterminante.<br />
Cela est vraisemblablement lié au fait pour les jeunes d’être encore en<br />
pério<strong>de</strong> d’insertion progressive sur le marché du travail, où l’alternance entre les<br />
étu<strong>de</strong>s <strong>et</strong> le travail est le lot <strong>de</strong> plusieurs.<br />
Il reste également les transitions liées à la mobilité professionnelle volontaire<br />
que nous n’avons pas étudiées séparément ici (le bloc <strong>de</strong> 20% <strong>de</strong>s cas) <strong>et</strong> qui<br />
pourrait expliquer une partie <strong>de</strong> c<strong>et</strong>te “précarité,” qui n’en serait pas. Ce pourrait<br />
être le cas notamment chez les personnes <strong>de</strong> 45 à 54 ans, mais, à cela, il faut<br />
ajouter le fait que le chômage, par la combinaison <strong>de</strong> son taux <strong>et</strong> <strong>de</strong> sa durée<br />
moyenne, les affecte tout aussi fortement que les plus jeunes <strong>de</strong>puis 1986 (Statistique<br />
Canada, catalogues 71–001 <strong>et</strong> 71–529).<br />
Toutes les autres caractéristiques <strong>de</strong> l’emploi déjà notées continuent d’agir<br />
exactement dans le même sens. <strong>Le</strong>s influences positives du fait d’oeuvrer dans<br />
les <strong>de</strong>ux premiers secteurs professionnels <strong>et</strong> <strong>de</strong> jouir d’un régime <strong>de</strong> pension,<br />
combinées aux influences négatives du secteur d’emploi primaire, du travail dans<br />
<strong>de</strong> plus p<strong>et</strong>ites entreprises <strong>et</strong> <strong>de</strong> la protection en emploi, apparaissent comme<br />
étant les plus déterminantes.<br />
DISCUSSION DES RÉSULTATS ET CONCLUSION<br />
<strong>Le</strong>s personnes moyennement scolarisées II vivent une situation en emploi plus<br />
difficile que les autres <strong>et</strong> elles apparaissent également confrontées plus largement<br />
à la précarité <strong>de</strong> l’emploi. La hiérarchie <strong>de</strong> la scolarisation ne se reflète pas dans<br />
celle du marché du travail. L’idée généralement reçue <strong>de</strong> la relation linéaire entre<br />
le revenu <strong>et</strong> le <strong>de</strong>gré <strong>de</strong> scolarité doit être révisée, car les eff<strong>et</strong>s liés à l’atteinte<br />
d’un <strong>de</strong>gré <strong>de</strong> scolarisation, notamment dans les catégories médianes, sont loin<br />
d’être ceux qui sont attendus. Nous observons plutôt <strong>de</strong>s signes avant-coureur<br />
d’affaissement du centre au profit d’une tendance à la bipolarisation <strong>de</strong>s extrêmes.<br />
En parler comme d’un fait accompli serait toutefois bien contestable, pour<br />
plusieurs raisons qui relèvent du découpage utilisé <strong>et</strong> dont nous avons noté les<br />
limites, dont le fait <strong>de</strong> n’avoir r<strong>et</strong>enu que les personnes moyennement scolarisées<br />
II pour les besoins <strong>de</strong> l’analyse <strong>et</strong> qui, rappelons-le, ne constituent que 12% <strong>de</strong><br />
l’ensemble. En parler comme d’une tendance rejoint toutefois d’autres faits, dont<br />
celui déjà observé dans le domaine <strong>de</strong>s qualifications sur le marché du travail <strong>et</strong><br />
qui consiste à voir s’opérer une bipolarisation entre les sphères <strong>de</strong> la conception<br />
<strong>et</strong> <strong>de</strong> l’exécution, à la suite <strong>de</strong> Braverman ou Freyssen<strong>et</strong>. Il rejoint aussi celui <strong>de</strong><br />
l’hypothèse parfois avancée du déclin <strong>de</strong> la classe moyenne <strong>et</strong> qui tend à montrer<br />
un affaissement progressif <strong>de</strong>s catégories centrales (Myles, Picot <strong>et</strong> Wannel,<br />
1988). Il n’en constitue peut-être qu’une autre fac<strong>et</strong>te.<br />
Un fait a particulièrement r<strong>et</strong>enu notre attention lors <strong>de</strong> l’analyse <strong>de</strong> la<br />
situation en emploi: nous avons pu observer en eff<strong>et</strong> que les personnes qui ont<br />
quelques étu<strong>de</strong>s post-secondaires paraissent désavantagées par rapport à celles qui
PRÉCARITÉ DE L’EMPLOI ET SCOLARISATION MOYENNE 363<br />
ont complété ou non leur cours secondaire <strong>et</strong> dans bien <strong>de</strong>s cas, également désavantagées<br />
par rapport à celles qui n’ont complété que <strong>de</strong>s étu<strong>de</strong>s primaires.<br />
Quant à la précarité <strong>de</strong> l’emploi, les personnes moyennement scolarisées<br />
vivent également <strong>de</strong> réels désavantages à l’examen <strong>de</strong> la rapidité avec laquelle<br />
elles subissent une transition sur le marché du travail. Nous avons montré qu’à<br />
l’intérieur du groupe <strong>de</strong>s personnes moyennement scolarisées, celles qui n’ont<br />
que quelques étu<strong>de</strong>s post-secondaires sont dans une situation moins enviable que<br />
celles qui ont ou non complété leurs étu<strong>de</strong>s secondaires <strong>et</strong> souvent, que celles qui<br />
n’ont complété qu’un cours primaire. Ce sous-groupe <strong>de</strong>s personnes moyennement<br />
scolarisées II est celui pour qui le temps <strong>de</strong> survie dans l’état original est<br />
le plus court <strong>et</strong> même le fait <strong>de</strong> jouir d’une forme <strong>de</strong> protection <strong>de</strong> l’emploi, pour<br />
les personnes qui en jouissent, n’y change rien. Ce sous-groupe, composé soit <strong>de</strong><br />
décrocheurs, soit <strong>de</strong> personnes sans formation particulière, subit plus que les<br />
autres les conséquences <strong>de</strong>s fluctuations économiques. D’où l’émergence d’une<br />
forme <strong>de</strong> bipolarisation entre les personnes peu <strong>et</strong> hautement scolarisées qui<br />
laisse <strong>de</strong> moins en moins <strong>de</strong> place aux catégories intermédiaires.<br />
Divers modèles combinant les facteurs ont été analysés dans le but d’éclaircir<br />
les raisons du rapprochement dans le temps <strong>de</strong>s transitions. Du côté <strong>de</strong>s caractéristiques<br />
socio-démographiques, les hommes, les jeunes <strong>de</strong> 20 à 24 ans <strong>et</strong> les<br />
personnes <strong>de</strong> 45 à 54 ans apparaissent comme étant plus vulnérables. Du côté <strong>de</strong>s<br />
caractéristiques <strong>de</strong> l’emploi, les influences positives du fait d’oeuvrer dans les<br />
secteurs professionnels primaire <strong>et</strong> secondaire <strong>et</strong> <strong>de</strong> jouir d’un régime <strong>de</strong> pension,<br />
combinées aux influences négatives du secteur d’emploi primaire, du fait <strong>de</strong><br />
travailler dans <strong>de</strong> plus p<strong>et</strong>ites entreprises <strong>et</strong> <strong>de</strong> la protection en emploi apportent<br />
<strong>de</strong>s explications complémentaires, tout en fournissant un modèle relativement<br />
conforme au modèle initial.<br />
Manifestement, aucune <strong>de</strong>s conceptualisations préalablement décrites ne<br />
semble correspondre aux faits observés — les <strong>de</strong>ux visions déjà évoquées <strong>et</strong> qui<br />
semblent s’avérer plutôt complémentaires. L’idée sous-jacente pourrait être<br />
traduite à la fois du point <strong>de</strong> vue <strong>de</strong>s personnes comme du point <strong>de</strong> vue <strong>de</strong>s contraintes<br />
structurelles du marché du travail. La rationalité individuelle ferait que<br />
les moins instruits pourraient plus difficilement se perm<strong>et</strong>tre <strong>de</strong> risquer une<br />
transition <strong>et</strong> que les plus instruits auraient également intérêt à ne pas risquer <strong>de</strong><br />
perdre <strong>de</strong>s acquis, mais qu’entre les <strong>de</strong>ux, on puisse ou bien tenter raisonnablement<br />
<strong>de</strong> vouloir changer <strong>de</strong> situation, ou encore être soumis aux aléas du marché<br />
du travail. Du point <strong>de</strong> vue c<strong>et</strong>te fois <strong>de</strong>s contraintes structurelles, il est plausible<br />
<strong>de</strong> croire qu’un bon nombre d’entreprises veuillent conserver une main-d’oeuvre<br />
moins instruite pour les bas salaires, une main d’oeuvre plus instruite <strong>et</strong> plus<br />
qualifiée pour ses compétences <strong>et</strong> qu’entre les <strong>de</strong>ux, au gré <strong>de</strong>s besoins, les<br />
catégories intermédiaires seraient soumises à une plus gran<strong>de</strong> précarité. Une<br />
forme <strong>de</strong> bipolarisation représente la tendance qui se <strong>de</strong>ssine actuellement au<br />
Canada <strong>et</strong> ce, nonobstant les moyens déjà mis en oeuvre pour augmenter l’employabilité<br />
<strong>de</strong>s individus par le biais <strong>de</strong> la scolarisation.
364 GUY FRÉCHET<br />
NOTES<br />
1<br />
Nous remercions Statistique Canada <strong>et</strong> Emploi <strong>et</strong> Immigration Canada pour leur contribution<br />
financière à la réalisation <strong>de</strong> c<strong>et</strong>te étu<strong>de</strong>, ainsi que le chantier sur les “tendances” <strong>de</strong> l’Institut<br />
québécois <strong>de</strong> recherche sur la culture, où c<strong>et</strong>te recherche fut entreprise. Nous remercions<br />
également <strong>Michel</strong> Bernier qui, à titre d’assistant <strong>de</strong> recherche, a collaboré à l’analyse statistique.<br />
2<br />
Réalisée conjointement par Statistique Canada <strong>et</strong> par Emploi <strong>et</strong> Immigration Canada, pour les<br />
années 1986 <strong>et</strong> 1987 auprès d’un échantillon <strong>de</strong> plus <strong>de</strong> 67 000 individus dans l’ensemble du<br />
Canada (Statistique Canada, 1990). L’échantillonnage a permis <strong>de</strong> rejoindre un ménage sur 225<br />
<strong>et</strong> une pondération <strong>de</strong> certains facteurs sur ou sous-estimés (région, <strong>et</strong>c.) a permis d’assurer la<br />
représentativité <strong>de</strong>s 17 millions <strong>de</strong> personnes âgées <strong>de</strong> 16 à 69 ans au Canada.<br />
3<br />
Il existe <strong>de</strong>s différences entre le système d’éducation québécois <strong>et</strong> ceux en vigueur dans les autres<br />
provinces du Canada. Ces différences impliquent essentiellement que les personnes hautement<br />
scolarisées pourraient ne pas correspondre en tous points aux <strong>de</strong>ux catégories supérieures. Cela<br />
s’avérera sans conséquence ici étant donné que nous fusionnons ces <strong>de</strong>ux catégories (certificat ou<br />
diplôme post-secondaire <strong>et</strong> gra<strong>de</strong> universitaire). La correspondance entre les catégories <strong>de</strong><br />
l’Enquête sur l’activité <strong>et</strong> nos catégories est la suivante: “0 à 8 années,” peu scolarisées;<br />
“Secondaire complété ou non complété,” moyennement scolarisées I; “Post secondaire noncomplété,”<br />
moyennement scolarisées II; “Certificat ou diplôme post-secondaire” ou “Gra<strong>de</strong> universitaire,”<br />
hautement scolarisées.<br />
4<br />
Sur les 17 millions <strong>de</strong> personnes représentées par les répondants à l’Enquête, 12 millions font<br />
partie <strong>de</strong> la population active <strong>et</strong> parmi celles-ci, les proportions respectives <strong>de</strong> personnes peu<br />
scolarisées, moyennement scolarisées I, moyennement scolarisées II <strong>et</strong> hautement scolarisées sont<br />
les suivantes: 9,3%, 49,7%, 12,1% <strong>et</strong> 28,9%.<br />
5<br />
L’analyse sera conduite en spécifiant le sexe, l’âge, le secteur d’emploi (primaire, secondaire ou<br />
tertiaire), le secteur professionnel (primaire, secondaire <strong>et</strong> tertiaire, mais selon la profession<br />
déclarée) <strong>et</strong> le nombre d’employés dans l’entreprise. Seront également pris en compte les facteurs<br />
qui relèvent <strong>de</strong>s avantages en emploi, soit l’existence <strong>de</strong> protection syndicale <strong>et</strong> d’un régime <strong>de</strong><br />
pension. De c<strong>et</strong>te façon, une estimation est fournie <strong>de</strong> la probabilité <strong>de</strong> sortir <strong>de</strong> l’intervalle que<br />
les personnes moyennement scolarisées peuvent connaître, pour la durée du premier intervalle<br />
d’occupation ou <strong>de</strong> non-occupation.<br />
6<br />
À la seule condition que l’évaluation <strong>de</strong> leur <strong>de</strong>gré <strong>de</strong> scolarité en 1987 correspon<strong>de</strong> à celle<br />
fournie en 1986, afin d’exclure <strong>de</strong>s erreurs <strong>de</strong> mesure. Ainsi, nous excluons d’emblée tous les<br />
répondants ayant un <strong>de</strong>gré <strong>de</strong> scolarité moindre en 1987 qu’en 1986, ainsi que ceux pour qui le<br />
<strong>de</strong>gré <strong>de</strong> scolarité a connu une hausse phénoménale <strong>de</strong> 1986 à 1987.<br />
7<br />
Par rapport à la moyenne <strong>de</strong> 12% <strong>de</strong> l’ensemble (sur le total <strong>de</strong> 1 458 000 personnes<br />
moyennement scolarisées II), les hommes <strong>et</strong> les femmes sont également répartis, les plus jeunes<br />
sont au-<strong>de</strong>ssus <strong>de</strong> la moyenne (20% chez les 16–19 ans, 22% chez les 20–24 ans), les 25–34 ans<br />
sont dans la moyenne <strong>et</strong> les plus âgés, constituent autour <strong>de</strong> 6%; un peu plus que la moyenne<br />
(13%) oeuvre dans le tertiaire par rapport aux autres secteurs (<strong>de</strong> 9% à 10%), <strong>et</strong> la même<br />
proportion (13%) possè<strong>de</strong> une spécialisation du secteur primaire par rapport aux autres secteurs<br />
(<strong>de</strong> 9% à 10%); ces personnes enfin se r<strong>et</strong>rouvent en moyenne également répartis dans tous les<br />
types d’entreprises, quelle qu’en soit la taille.<br />
8<br />
L’Enquête ne s’étant limitée qu’aux cinq premiers emplois occupés dans l’année <strong>et</strong> n’ayant tenu<br />
compte que <strong>de</strong> quatre arrêts <strong>de</strong> travail significatifs, on observera théoriquement jusqu’à vingt<br />
transitions au cours <strong>de</strong>s <strong>de</strong>ux années. Compte-tenu toutefois du fait que les cas observés ten<strong>de</strong>nt<br />
à diminuer considérablement après un certain nombre <strong>de</strong> transitions, nous nous sommes limités<br />
ici aux six premières transitions, pour lesquelles les cas observés <strong>de</strong>meurent en nombre suffisant.
PRÉCARITÉ DE L’EMPLOI ET SCOLARISATION MOYENNE 365<br />
9<br />
Il s’agit d’une variante du test <strong>de</strong> Wilcoxon, dont la distribution est semblable à celle du X 2<br />
asymptotique. La métho<strong>de</strong> <strong>de</strong> calcul <strong>de</strong> ce score consiste, pour chaque individu, à comparer le<br />
temps <strong>de</strong> survie avec celui <strong>de</strong> tous les autres individus. Ce score, initialement <strong>de</strong> 0, varie <strong>de</strong> 1 ou<br />
<strong>de</strong> –1 selon que le temps <strong>de</strong> survie <strong>de</strong> chaque cas est plus court ou plus long que celui <strong>de</strong><br />
l’individu appartenant à un <strong>de</strong>s sous-groupes. Il est alors permis, en fonction du seuil <strong>de</strong><br />
signification, <strong>de</strong> lire les scores moyens comme <strong>de</strong>s indicateurs <strong>de</strong> la distance par rapport à la<br />
moyenne (Blossfeld <strong>et</strong> al., 1989).<br />
10<br />
<strong>Le</strong> test indique un score <strong>de</strong> –277 060 pour les personnes moyennement scolarisées II, par rapport<br />
à 66 832 pour les personnes peu scolarisées <strong>et</strong> 30 959 pour les personnes hautement scolarisées.<br />
La durée médiane <strong>de</strong> l’intervalle (en semaines) pour chacun <strong>de</strong> ces groupes respectivement est <strong>de</strong><br />
26,2, par rapport à 30,3 <strong>et</strong> 28,7.<br />
11<br />
À l’ai<strong>de</strong> <strong>de</strong> l’application <strong>de</strong> la procédure “Lifereg” <strong>de</strong> SAS, nous sommes ainsi en mesure<br />
d’évaluer le poids respectif <strong>de</strong> chacun <strong>de</strong>s divers facteurs alors que tous les autres sont contrôlés.<br />
La variable dépendante est le logarithme <strong>de</strong> la durée <strong>de</strong> l’intervalle, dans ce cas-ci du premier<br />
intervalle inter-transition, <strong>et</strong> la variable <strong>de</strong> censure (à droite) est l’apparition d’une première<br />
transition. La distribution r<strong>et</strong>enue est la lognormale. La réexponentiation <strong>de</strong>s paramètres ainsi<br />
obtenus perm<strong>et</strong>trait <strong>de</strong> convertir en pourcentage les poids en question.<br />
RÉFÉRENCES<br />
Allison, P. D. (1984). Event history analysis. Beverly Hills, CA: Sage Publications.<br />
Blossfeld, H.-P., Hamerle, A. <strong>et</strong> Mayer, K. U. (1989). Event history analysis. Hove: LEA Publishers.<br />
Fréch<strong>et</strong>, G. (1993). Perceptions <strong>de</strong>s difficultés d’insertion en emploi <strong>et</strong> raisons <strong>de</strong> fin d’emploi: les<br />
cas du Québec <strong>et</strong> du Canada. Revue canadienne <strong>de</strong> sociologie <strong>et</strong> d’anthropologie, 30, 468–487.<br />
Gazier, B. (1990). L’employabilité: brève radiographie d’un concept en mutation. Sociologie du<br />
travail, 4, 575–584.<br />
Hagenaars, J. A. (1990). Categorical longitudinal data. Newbury Park: Sage Publications.<br />
Krahn, H. (1991). <strong>Le</strong>s régimes <strong>de</strong> travail “non-standard.” L’emploi <strong>et</strong> le revenu en perspectives, 3(4),<br />
41–52.<br />
Myles, J., Picot, G. <strong>et</strong> Wannell, T. (1988). <strong>Le</strong>s salaires <strong>et</strong> les emplois au cours <strong>de</strong>s années 1980:<br />
évolution <strong>de</strong>s salaires <strong>de</strong>s jeunes <strong>et</strong> déclin <strong>de</strong> la classe moyenne. Ottawa: Statistique Canada.<br />
Statistique Canada. (1990). Enquête sur l’activité, Gui<strong>de</strong> <strong>de</strong> l’utilisateur <strong>de</strong>s micro-données, Fichier<br />
<strong>de</strong> données longitudinales 1986–1987. Ottawa: Statistique Canada.<br />
Statistique Canada. La population active. Ottawa: Statistique Canada (cat. 71–001).<br />
Statistique Canada. Moyennes annuelles <strong>de</strong> la population active. Ottawa: Statistique Canada (cat.<br />
71–529).<br />
Schiray, M., Gruyer, B. <strong>et</strong> Pinton, F. (1988). La précarisation du travail. Paris: La Documentation<br />
française.<br />
Guy Fréch<strong>et</strong> est professeur associé au Département <strong>de</strong> sociologie, Université Laval, Cité universitaire,<br />
Sainte-Foy (Québec) G1K 7P4.
Art, Imagination, and Teaching:<br />
Researching the High School Classroom<br />
Stuart Richmond<br />
simon fraser university<br />
Process/product-style research into effective teaching has ignored what it means to be a<br />
good art teacher. Imagination as a quality of good teaching has similarly been ignored.<br />
I argue for the essentially imaginative nature of artistic production and appreciation, and<br />
show how this influences the art teacher’s role. As well, I <strong>de</strong>velop a conceptualization of<br />
imaginative art teaching to gui<strong>de</strong> the qualitative investigation of art teaching in six high<br />
school classrooms.<br />
<strong>Le</strong>s recherches sur les processus <strong>et</strong> les produits relatifs à un enseignement efficace font<br />
abstraction <strong>de</strong>s qualités que doit avoir un bon enseignant d’arts plastiques. On oublie<br />
également l’importance <strong>de</strong> l’imagination dans un enseignement <strong>de</strong> qualité. L’auteur<br />
soutient que la production <strong>et</strong> l’appréciation artistiques sont essentiellement <strong>de</strong> nature<br />
imaginative <strong>et</strong> explique comment cela influe sur le rôle <strong>de</strong> l’enseignant d’art plastiques.<br />
Il élabore en outre une théorie <strong>de</strong> l’enseignement <strong>de</strong>s arts plastiques axé sur l’imagination,<br />
théorie servant <strong>de</strong> gui<strong>de</strong> pour l’évaluation qualitative <strong>de</strong> l’enseignement <strong>de</strong>s arts plastiques<br />
dans six classes au secondaire.<br />
And if we <strong>de</strong>ny our imagination, and have no imaginative life, we are poor worms<br />
who have never lived. — D.H.Lawrence (1929/1988)<br />
What constitutes good teaching in any educational sphere is, in the end, both a<br />
philosophical and an empirical matter. It is the normative concept taken as a<br />
gui<strong>de</strong> that enables observers to distinguish and make judgements about good<br />
teaching. Looking to the diversity of practice in individual classrooms gives rich<br />
contextual meaning to theory. On this account, the philosopher’s skills can<br />
fruitfully mesh with those of the empirical researcher. The research project I<br />
<strong>de</strong>scribe here attempts such a convergence. In discussing the purposes, m<strong>et</strong>hodology,<br />
and conclusions of my qualitative study of high school art teaching in six<br />
different urban and suburban classrooms, I emphasize the conceptualization and<br />
investigation of imaginative art teaching.<br />
BACKGROUND CONSIDERATIONS<br />
There is surely som<strong>et</strong>hing remiss about any conception of teaching in an educational<br />
context that fails to find a place for the exercise of the teacher’s creative<br />
366 CANADIAN JOURNAL OF EDUCATION 18:4 (1993)
ART, IMAGINATION, AND TEACHING 367<br />
imagination (Egan, 1992; Egan & Nadaner, 1988; Eisner, 1983, 1985). That,<br />
however, is precisely the case with some influential and long-standing empirical<br />
research into “effective teaching.” The research in question is known as “processproduct”<br />
research, and its main objective is to i<strong>de</strong>ntify teacher behaviours that<br />
bring about improvements in stu<strong>de</strong>nt learning (Westbury, 1988). O’Neill (1988)<br />
reviews over 150 primary and secondary sources of teacher effectiveness<br />
research to list “the 20 most promising instructional research factors” (p. 164),<br />
citing, for example, such things as “teacher organization,” “instructional mo<strong>de</strong>,”<br />
and “teacher clarity.” Imagination is not mentioned in this survey, nor is art.<br />
In<strong>de</strong>ed, as O’Neill points out, “application [of the research] is limited, for the<br />
most part, to the teaching of basic skills in mathematics and reading at the<br />
primary and intermediate levels” (p. 177). Porter and Brophy (1988) review the<br />
recent work of the Institute for Research on Teaching at Michigan State University<br />
and contribute a list similar to O’Neill’s. Their accompanying diagrammatic<br />
mo<strong>de</strong>l inclu<strong>de</strong>s a box for the teacher’s knowledge of content without any explanation<br />
of how this affects the quality or character of the teaching. Again, there<br />
is no mention of art or imagination, as the research focuses on the teaching of<br />
reading, mathematics, and science. This state of affairs is repeated in a lengthy<br />
review of the literature on effective teaching by Hawley, Rosenholtz, Goodstein,<br />
and Hasselbring (1984).<br />
Art and imagination asi<strong>de</strong>, it may be asked wh<strong>et</strong>her educators really need<br />
empirical research of the costly process-product vari<strong>et</strong>y to convince them that,<br />
for example, in the words of O’Neill, “the amount of time spent on a task<br />
powerfully predicts stu<strong>de</strong>nt achievement” (p. 173); that there is a “positive<br />
relationship b<strong>et</strong>ween teacher clarity . . . and pupil achievement” (p. 170); or that<br />
“research findings clearly reveal that well-organized teachers are the most<br />
effective teachers” (p. 166). As Egan (1988) points out, the “findings” of<br />
educational researchers are all too often covertly conceptual rather than<br />
straightforwardly empirical; this seems to apply to the examples cited. That time<br />
spent affects stu<strong>de</strong>nt achievement is no surprise. “Achievement,” in reference to<br />
both quantity and complexity of learning, implies persistence. That teacher clarity<br />
promotes stu<strong>de</strong>nt achievement is no surprise either, for to be clear means to be<br />
easily un<strong>de</strong>rstood. So too, in the last example, being well-organized in matters<br />
of planning and presentation of subject-matter is, at the very least, a precondition<br />
of effectiveness, for or<strong>de</strong>r lies at the heart of un<strong>de</strong>rstanding, and un<strong>de</strong>rstanding<br />
is the principal aim of teaching. Despite the limited subject-matter focus of<br />
teacher effectiveness research, O’Neill encourages teachers to apply its<br />
conclusions to the teaching of art, music, and health, while trying, as he says, to<br />
“optimize as many factors as possible” (1988, p. 177).<br />
But besi<strong>de</strong>s a few homilies about praising stu<strong>de</strong>nts for good work, about<br />
having worthy but realistic expectations, or about the value of supporting<br />
stu<strong>de</strong>nts’ efforts (O’Neill, 1988), what use is this research to art teachers per se?
368 STUART RICHMOND<br />
Unfortunately, it is of very little use, inasmuch as no consi<strong>de</strong>ration is given to<br />
the specific <strong>de</strong>mands of teaching art. Westbury (1988) notes, for example, that<br />
although teacher education programs emphasizing process-product approaches<br />
have successfully increased stu<strong>de</strong>nt achievement in areas requiring rule-following<br />
or step-by-step skills (as in arithm<strong>et</strong>ic, vocabulary, grammar, algebra, and science<br />
facts),<br />
process-product paradigms have been least applicable to such ill-structured content areas<br />
as creative writing, problem solving, and the analysis and discussion common in literature<br />
and social studies classes. Teacher effectiveness training has limited value in teaching<br />
stu<strong>de</strong>nts to evaluate, to criticize, or to give creative or unique responses. (p. 149)<br />
Westbury conclu<strong>de</strong>s that “research is nee<strong>de</strong>d in totally unrelated fields such as<br />
art, music, and creative writing” (p. 141); the question is, however, what sort of<br />
research is nee<strong>de</strong>d, and on what, principally, should it focus?<br />
THE PEDAGOGICAL CONTEXT<br />
In this research project, the pedagogical context is art education and art is<br />
characterized by ind<strong>et</strong>erminacy. Although useful information can be given to<br />
stu<strong>de</strong>nts about an artist’s theory when viewing artwork, for example, and although<br />
foreshortening strategies can be <strong>de</strong>monstrated to stu<strong>de</strong>nts attempting selfportraits,<br />
ultimately it is logically impossible to explain precisely how art may<br />
be created and un<strong>de</strong>rstood. This is because each work of art, besi<strong>de</strong>s being part<br />
of the broa<strong>de</strong>r tradition, is also to some extent original and unique. Art that is<br />
aesth<strong>et</strong>ically well formed, fresh, and expressive cannot be ma<strong>de</strong> to a formula, a<br />
point Kant ma<strong>de</strong> two centuries ago (1790/1952). Even an artist making a realistic<br />
painting of a living person, or painting a recognizable view of a landscape,<br />
requires imagination to produce an insightful and revealing perspective. Artists<br />
don’t “copy” reality; they see what they can paint in their idiom, to paraphrase<br />
Gombrich (1969, p. 86). Artistic representation proceeds as artists invent and<br />
modify their visual concepts (ways of picturing things) to suit purpose and<br />
occasion. “Making comes before matching” (p. 116), says Gombrich, and “the<br />
matching process itself proceeds through the stages of ‘schema and correction’”<br />
(p. 116). Faced with the sublime Australian landscape, artists Sydney Nolan and<br />
Fred Williams had to <strong>de</strong>velop a new visual language to do it justice. In a piece<br />
of abstract art, Picasso ma<strong>de</strong> a pair of handle bars and a bicycle seat serve as a<br />
m<strong>et</strong>aphor for a bull.<br />
Un<strong>de</strong>rstanding a work of art is also a matter of constructive interpr<strong>et</strong>ation.<br />
Imaginative perception is nee<strong>de</strong>d to configure a work’s often ambiguous cues and<br />
qualities. A viewer’s response to art is never simply a matter of <strong>de</strong>coding.<br />
Rather, it involves “a rhythm which presupposes constant activity on our part in<br />
making guesses and modifying them in the light of our experience” (Gombrich,<br />
1969, pp. 271–272). Responding to art from the past involves, in addition,
ART, IMAGINATION, AND TEACHING 369<br />
overstepping “ina<strong>de</strong>quacies of evi<strong>de</strong>nce and temporal and cultural distances by<br />
imaginatively reconstructing past meanings” (Richmond, 1992, p. 39).<br />
Enabling stu<strong>de</strong>nts to produce and appreciate art is thus no easy matter. The<br />
teacher must establish a curriculum that imparts important artistic knowledge and<br />
skills y<strong>et</strong> inspires the stu<strong>de</strong>nt’s own expression and un<strong>de</strong>rstanding. This is<br />
complicated by the, in part, ungoverned character of artistic problems and by<br />
subjective differences among stu<strong>de</strong>nts and teachers working in diverse classroom<br />
circumstances. On a conceptual level, art teaching itself must engage imagination,<br />
as what is sought is the stu<strong>de</strong>nt’s own artistic vision and for this there can<br />
be no precise pedagogic rule. Teachers have to think of possibilities and <strong>de</strong>velop<br />
m<strong>et</strong>hods, usually by trial and error, to suit individual circumstances. Art teaching,<br />
in essence, has to respect the logic of art and thus involves a certain amount of<br />
“making and matching.” It is not true that there are no rules for making and<br />
appreciating art. The rules inclu<strong>de</strong> those of perspective, colour mixing, figure<br />
mo<strong>de</strong>lling, film editing, and knowledge of genres and conventions, for example,<br />
but they are bound to be ina<strong>de</strong>quate. When existing principles are slavishly<br />
followed, the result is not art but cliché, for which there can be recipes and<br />
“tricks of the tra<strong>de</strong>.” Making art in the studio and responding to art with<br />
un<strong>de</strong>rstanding and appreciation are wi<strong>de</strong>ly recognized as central in art education<br />
(Eisner, undated; Richmond, 1991, 1992; Smith & <strong>Le</strong>vi, 1991; Swanger, 1990).<br />
These components form the basis of the British Columbia provincial curriculum<br />
gui<strong>de</strong> for art (British Columbia Ministry of Education, 1983), as used by teachers<br />
in this study.<br />
RESEARCHING THE TEACHING OF ART<br />
To recognize the ineffable character of art is to grant art education a <strong>de</strong>gree of<br />
m<strong>et</strong>aphysical complexity. Describing her theory of moral judgement (which has<br />
many similarities with the aesth<strong>et</strong>ic) as “a kind of inconclusive non-dogmatic<br />
naturalism,” Iris Murdoch (1970, p. 44) provi<strong>de</strong>s an apt parallel for the study of<br />
art teaching. There is no formula for arriving at artistic (or moral) judgments,<br />
and there is no formula for un<strong>de</strong>rstanding and writing about human situations.<br />
Observers must be knowledgeable about and sensitive to the complexity of particular,<br />
often ambiguous contexts. They must feel comfortable with imprecision,<br />
y<strong>et</strong> aim for justice and objectivity. They must be tentative in perception and<br />
<strong>de</strong>scription without lapsing into obscurantism. The creative <strong>de</strong>mands of art<br />
teaching require research m<strong>et</strong>hods that respect the qualitative dimension, that is,<br />
m<strong>et</strong>hods employing informed judgement. Fact-gathering research is important<br />
because it can supply information about, for example, numbers of stu<strong>de</strong>nts taking<br />
art classes, teachers’ art backgrounds, instructional content, specific teaching<br />
m<strong>et</strong>hods, and so on, all vitally nee<strong>de</strong>d to inform policy <strong>de</strong>velopment. Of equal<br />
importance, however, is research focusing on aspects of intention and action that<br />
give meaning to good teaching in particular contexts.
370 STUART RICHMOND<br />
In this project, six researchers each compiled an individual case study report<br />
based on classroom observations, field notes, and informal interviews. Specifically,<br />
we sought to gain an appreciation of the kinds of teacher attitu<strong>de</strong>s, beliefs,<br />
intentions, approaches to teaching, teacher-pupil relationships, pupil activities and<br />
achievements, and other classroom conditions and qualities that contribute to<br />
good teaching in the visual arts. The research aimed b<strong>et</strong>ter to un<strong>de</strong>rstand what<br />
it means to be an imaginative art teacher, and to <strong>de</strong>rive recommendations for<br />
teacher education in art.<br />
On a formal level, the study follows the mo<strong>de</strong>l of “<strong>de</strong>liberative” interpr<strong>et</strong>ive<br />
inquiry articulated by Erickson (1986). It is also influenced by Eisner’s (1985,<br />
1991) <strong>de</strong>scriptions of “educational criticism,” which incorporate his “connoisseurship”<br />
approach to qualitative classroom research. Erickson locates the nub<br />
of his approach to research into teaching in such questions as “What is happening<br />
. . . in this particular s<strong>et</strong>ting?” (p. 121), “What do these happenings mean to<br />
the actors involved in them at the moment the actions took place?” (p. 121), and<br />
“How does what is happening here compare with what happens in other places?”<br />
(p. 122). The research is “<strong>de</strong>liberative,” in Erickson’s sense, in that data collection<br />
is gui<strong>de</strong>d, though not limited, by six main research questions:<br />
1. Un<strong>de</strong>r what circumstances (material, social, architectural) do teaching and<br />
learning take place?<br />
2. What educational purposes, broad and specific, un<strong>de</strong>rlie the teaching? What<br />
i<strong>de</strong>als, beliefs, and feelings motivate the teacher?<br />
3. What kinds of stu<strong>de</strong>nt artifacts, attitu<strong>de</strong>s, skills, creative abilities, un<strong>de</strong>rstandings,<br />
and appreciations of art are being <strong>de</strong>veloped?<br />
4. What approaches to teaching typify the situation? What approaches are particularly<br />
effective and appropriate? What imaginative approaches to teaching<br />
are evi<strong>de</strong>nt?<br />
5. What other qualities of classroom life contribute to successful teaching and<br />
learning?<br />
6. What implications for teacher education follow from the case studies?<br />
Countering the view that such questions may limit a researcher’s “openness<br />
to the uniqueness of experience in the s<strong>et</strong>ting” (p. 139), or that relevant questions<br />
will emerge by induction, Erickson (1986) points out that,<br />
the toothbrush and hunting-knife school has a valid point in reminding us of the<br />
importance of induction, intuition, and intensive firsthand presence in the s<strong>et</strong>ting. Framing<br />
research questions explicitly and seeking relevant data <strong>de</strong>liberately [however] enable and<br />
empower intuition, rather than stifle it. (p. 140)<br />
I began my research by focusing on the general s<strong>et</strong>ting, then moving to the<br />
main questions and other situational aspects that emerged as inquiry procee<strong>de</strong>d.
ART, IMAGINATION, AND TEACHING 371<br />
My intention was to i<strong>de</strong>ntify relevant events and seek typicality and atypicality<br />
within each situation. I sought disconfirming data to offs<strong>et</strong> hasty assertions. The<br />
research took place over five full school days (not consecutive in every case) and<br />
classrooms were observed for compl<strong>et</strong>e days. Writing of the case studies was<br />
gui<strong>de</strong>d by Erickson’s recommendations, especially those concerning the importance<br />
of “analytic narrative vign<strong>et</strong>tes.” The analytic narrative, says Erickson, “is<br />
a vivid portrayal of the conduct of an event of everyday life” (p. 149) that instantiates<br />
organizing concepts, assertions, and interpr<strong>et</strong>ations. Each cooperating<br />
teacher examined the relevant case study report to ensure that the researcher’s<br />
perceptions accurately reflected the teacher’s thoughts, feelings, and intentions<br />
during particular teaching moments.<br />
Since the research was qualitative in nature, standards Smith (1987) suggested<br />
as a gui<strong>de</strong> to journal editors assessing qualitative papers, that is, “the compl<strong>et</strong>eness,<br />
coherence, and internal consistency of the account; wh<strong>et</strong>her it pen<strong>et</strong>rated<br />
and illuminated its subject; and the credibility of the author” (p. 179), provi<strong>de</strong>d<br />
informal criteria of validity.<br />
IMAGINATIVE ART TEACHING<br />
Imagination is a philosophically complex concept of mind that resists <strong>de</strong>finition<br />
in strict behavioral terms. Sparshott (1991), for example, speaks of the concept’s<br />
“elusiveness and polymorphousness” (p. 6). This is perhaps why it has been<br />
ignored by scientifically min<strong>de</strong>d educational researchers. Imagination is not a<br />
skill or technique, nor is it, in any obvious sense, a simple cause-and-effect<br />
variable. But if, as I have argued, both art and art teaching would be untenable<br />
without it, then some way must be found to operationalize the concept for purposes<br />
of empirical investigation. The first step in doing this was to move from<br />
consi<strong>de</strong>ration of the noun imagination, a mental construct, to the adjectival form,<br />
imaginative, which suggests activities with public criteria. The important concept<br />
thus became imaginative art teaching.<br />
In this study, art teaching refers to activities the teacher un<strong>de</strong>rtook to bring<br />
about learning in the making and critical appreciation of visual art (painting,<br />
drawing, printmaking, sculpture, crafts, and so forth). For Barrow (1990), the<br />
word “imaginative” means “to be inclined and able to conceive of the unusual<br />
and effective” (p. 108) in a particular field of en<strong>de</strong>avour. Imaginative art teaching,<br />
as it involves the <strong>de</strong>vising of educational purposes and pupil activities, the<br />
presentation of content, the motivation of learning, and the <strong>de</strong>velopment of a<br />
classroom atmosphere conducive to the open, experimental learning associated<br />
with art, would, in these terms, be generative of unusual and stimulating learning<br />
possibilities, as well as being effective in attaining purposes, or in overcoming<br />
difficulties. Sparshott (1991) expresses a similar thought by saying that to be<br />
imaginative is “to be able to come up with unexpected and fruitful solutions to<br />
problems” (p. 5). We value imaginative thinkers for their inventiveness, but also
372 STUART RICHMOND<br />
for the workability of their i<strong>de</strong>as, plans, prescriptions, and actions, that is, for<br />
their power to achieve chosen ends well. Imaginative teaching is commendable<br />
inasmuch as it is directed to, and is effective at, realizing the <strong>de</strong>velopment of<br />
appropriate learning experiences for particular pupils; it is not characterized by<br />
novelty alone or by the sheer number of suggestions put forward. Imaginative<br />
teaching draws upon and utilizes knowledge of art, stu<strong>de</strong>nts, curriculum,<br />
pedagogy, past experiences (of teacher and pupils), social circumstances, and<br />
educational beliefs; it cannot operate in a vacuum. Imaginative thought transforms<br />
knowledge of what is into insightful conceptions of what might be and is<br />
therefore a component of all forms of planning and <strong>de</strong>sign. Maxine Greene<br />
(1970) argues that imaginative activity is “formative” (p. 320), in that it “culminates<br />
in new patternings” (p. 325) which bring or<strong>de</strong>r to ind<strong>et</strong>erminate situations.<br />
It is easy to see how imagination facilitates good teaching. The imaginative<br />
teacher envisions how certain directions, hints, questions, <strong>de</strong>monstrations,<br />
explanations, tasks, analogies, and examples might function to bring tog<strong>et</strong>her or<br />
to focus, for example, a pupil’s artistic skills, interest in a topic, sense of <strong>de</strong>sign,<br />
and creative insights, so that work on a painting moves forward without diluting<br />
the stu<strong>de</strong>nt’s own artistic struggles and sense of achievement. It is imagination<br />
that helps teachers construct learning opportunities and helps them be flexible<br />
and adaptable in the face of the unique, changing, and, to some extent, unpredictable<br />
conditions of practice. In<strong>de</strong>ed, in the view of Egan (1992), “Imaginativeness<br />
is not a well-<strong>de</strong>veloped, distinct function of the mind but is rather a particular<br />
flexibility that can invigorate all mental functions” (p. 36). Imaginative teaching<br />
is concerned with bringing immediacy and vitality to the study of art. It is<br />
effective in the personalizing of artistic un<strong>de</strong>rstanding. Imaginative teaching in<br />
the artistic s<strong>et</strong>ting, or any educational s<strong>et</strong>ting for that matter, is good teaching.<br />
The teacher is a role mo<strong>de</strong>l for young art stu<strong>de</strong>nts in that the form and content<br />
of teaching serve as an analogue of art as well as prompting the pupils’ own<br />
imaginative <strong>de</strong>signs.<br />
In summary, imaginative art teaching, for purposes of this study, is teaching<br />
that:<br />
1. generates unusual (unconventional, original) i<strong>de</strong>as and activities;<br />
2. constructs learning opportunities that lead effectively to worthwhile artistic<br />
un<strong>de</strong>rstanding for particular pupils;<br />
3. utilizes the teacher’s knowledge and judgement;<br />
4. is flexible and adaptive in response to the unique <strong>de</strong>mands of practice;<br />
5. respects the exploratory, open-en<strong>de</strong>d, and insightful nature of art; and<br />
6. is vital and motivating, and is a mo<strong>de</strong>l for the pupils’ own imaginative efforts<br />
in art.<br />
I do not suggest that these criteria will apply unequivocally and precisely in<br />
every situation. The concept represents an i<strong>de</strong>al and as such is meant to provi<strong>de</strong>
ART, IMAGINATION, AND TEACHING 373<br />
gui<strong>de</strong>lines for research, given shared un<strong>de</strong>rstandings of participants operating<br />
un<strong>de</strong>r specialized professional circumstances. Observers are not measuring<br />
carefully structured discr<strong>et</strong>e acts. Rather, they interpr<strong>et</strong> events in the flow of life,<br />
make links, and grasp implications. In some situations, it may not be immediately<br />
clear, for example, what specific items of knowledge a teacher has used in<br />
making a motivating suggestion to a stu<strong>de</strong>nt. Judgements may som<strong>et</strong>imes have<br />
to be based on informed speculation rather than on fact.<br />
It should also be remembered that teaching is imaginative by <strong>de</strong>gree. We<br />
speak, for example, of particular actions or achievements as being highly imaginative<br />
or fairly imaginative, rather than as being or not being imaginative in<br />
some absolute sense. Despite such uncertainties, the point remains that to be<br />
<strong>de</strong>emed good, art teaching needs some imaginative elements over the long haul.<br />
One last note: I was not attempting to discover empirically wh<strong>et</strong>her good art<br />
teaching is imaginative in practice. For that six cases would hardly be convincing.<br />
The point has already been ma<strong>de</strong> that imagination and art teaching are<br />
conceptually linked. My intention was to show the reality of the i<strong>de</strong>al, that is, to<br />
show its diversity in practical experience for purposes of greater un<strong>de</strong>rstanding.<br />
In normative matters it is possible to learn from a small group of individuals, or<br />
even from a single excellent teacher.<br />
NEGOTIATION OF ENTRY<br />
I m<strong>et</strong> with the six researchers, who were volunteer graduate stu<strong>de</strong>nts, teacher<br />
education graduates, art teachers, and art education stu<strong>de</strong>nts, to clarify purposes,<br />
concepts, and m<strong>et</strong>hods. Successful high school art teachers, i<strong>de</strong>ntified by school<br />
district arts coordinators as being potentially willing participants, were approached<br />
informally and the six interested in the project were invited to a voluntary<br />
me<strong>et</strong>ing where the research was explained in d<strong>et</strong>ail and without obligation. Procedures<br />
followed the <strong>et</strong>hical requirements of the university. Researchers were<br />
paired with teachers on the basis of geographical convenience.<br />
THE RESEARCH QUESTIONS IN REVIEW<br />
1. Un<strong>de</strong>r what circumstances (material, social, architectural) does teaching and<br />
learning take place?<br />
In the broa<strong>de</strong>r m<strong>et</strong>ropolitan community the visual arts have a high profile<br />
through the various galleries, art and craft associations, community colleges, a<br />
college of art, and two universities. The six schools involved in the study are<br />
mo<strong>de</strong>rn, urban and suburban. The school populations vary in composition from<br />
white and middle-class to multi-racial and working-class. Pupil numbers range<br />
from 1,000 to 1,800. In one school, stu<strong>de</strong>nts speak 22 different home languages.<br />
Classroom arrangements for art are predominantly single-use special facilities.
374 STUART RICHMOND<br />
Both participating school districts employ arts coordinators who help <strong>de</strong>velop<br />
programs, provi<strong>de</strong> workshops for teachers, and give lea<strong>de</strong>rship and advocacy. Art<br />
from the high schools is frequently exhibited in the municipal galleries, community<br />
centres, shopping malls, and the schools themselves. The teachers belong to<br />
the British Columbia Art Teachers’ Association, which puts out newsl<strong>et</strong>ters, hosts<br />
annual conferences, and has links with national and international art education<br />
organizations. Working conditions, by no means perfect, are favourable towards<br />
visual art, bearing in mind that in comparison with mathematics and language<br />
arts, for example, lack of high school graduation requirements for art, limited<br />
tim<strong>et</strong>able space, lack of program continuity through the gra<strong>de</strong> levels, and the<br />
absence of university entry status continue to ensure art’s lower aca<strong>de</strong>mic status.<br />
2. What educational purposes, broad and specific, un<strong>de</strong>rlie the teaching? What<br />
i<strong>de</strong>als, beliefs and feelings motivate the teacher?<br />
Every teacher in the study operates on the basis of strongly held beliefs about<br />
art, education, and stu<strong>de</strong>nt needs. Without exception, the teachers view art as a<br />
serious discipline, that is, as a form of creative aesth<strong>et</strong>ic expression and<br />
un<strong>de</strong>rstanding that <strong>de</strong>velops the mind and enriches the quality of everyday life.<br />
The teachers enjoy their jobs and work hard for their pupils. Art teaching for<br />
these individuals is more a vocation than a means to a pay cheque. Although all<br />
the teachers concentrate mainly on teaching art, both child-centred and stu<strong>de</strong>ntcounsellor<br />
perspectives were i<strong>de</strong>ntified. One teacher sees his role very much as<br />
that of unofficial mentor for stu<strong>de</strong>nts generally, and for those with special problems.<br />
This same teacher also takes a critical, philosophical approach to teaching<br />
artistic thinking and to explaining important concepts in art. Multicultural,<br />
teacher-as-facilitator-of-learning, and teacher-as-artist perspectives were also<br />
i<strong>de</strong>ntified. In one case, a teacher specifically categorized her approach as a<br />
mixture of self-expression and discipline-based art education. The perspectives<br />
were not uniquely represented but were exhibited as emphases with consi<strong>de</strong>rable<br />
overlap.<br />
3. What kinds of stu<strong>de</strong>nt artifacts, attitu<strong>de</strong>s, skills, creative abilities, un<strong>de</strong>rstandings,<br />
and appreciations of art are being <strong>de</strong>veloped?<br />
Stu<strong>de</strong>nt work is mainly studio-oriented. Individual and group project work<br />
centres on drawing, painting, ceramics, graphic arts, and sculpture. Art history,<br />
criticism, and aesth<strong>et</strong>ics are integrated with practical work as nee<strong>de</strong>d to provi<strong>de</strong><br />
background knowledge, rather than being treated systematically as distinct areas.<br />
The teachers periodically present sli<strong>de</strong> talks to inspire and inform work in<br />
progress. Stu<strong>de</strong>nt work is firmly prescribed in the younger gra<strong>de</strong>s (8 and 9),<br />
becoming increasingly free and in<strong>de</strong>pen<strong>de</strong>nt by Gra<strong>de</strong>s 11 and 12. In all classrooms<br />
emphasis is on the production of creative artistic work. There is an open
ART, IMAGINATION, AND TEACHING 375<br />
attitu<strong>de</strong> toward a wi<strong>de</strong> vari<strong>et</strong>y of genres, traditions, and cultures, which translates<br />
into stu<strong>de</strong>nts’ freedom to inclu<strong>de</strong>, and be informed by, a broad range of historical<br />
and contemporary images. In Gra<strong>de</strong> 12, emphasis is squarely on artistic production<br />
that is personal, creative, and expressive. Some stu<strong>de</strong>nts are preparing<br />
portfolios for art college entrance and for the Harvard Advanced Placement evaluations.<br />
A key element in teaching and learning in the later gra<strong>de</strong>s is the striving<br />
for balance b<strong>et</strong>ween personal expression and knowledge of rules and traditions.<br />
4. What approaches to teaching typify the situation? What approaches are<br />
particularly effective and appropriate? What imaginative approaches to teaching<br />
are evi<strong>de</strong>nt?<br />
The teachers are well organized. The more individual and diverse the pupil work<br />
in art, the greater the risk of chaos. This, coupled with the need for accessible<br />
tools and materials, <strong>de</strong>mand excellent organizational skills. Classrooms are well<br />
supplied with materials, pictures, books, art magazines, and so on. Teachers teach<br />
by means of short lectures, <strong>de</strong>monstrations, vi<strong>de</strong>os, stu<strong>de</strong>nt diaries, group discussions,<br />
stu<strong>de</strong>nt self-evaluations, research activities, sk<strong>et</strong>ch books, stu<strong>de</strong>nt art<br />
production, visiting artists, gallery visits, sli<strong>de</strong> shows, assignment instructions,<br />
and individual consultations. In keeping a room full of (diverse) practical activities<br />
running smoothly, the teacher necessarily assumes the role of orchestrator.<br />
Stu<strong>de</strong>nts report that they appreciate their teachers’ choice of projects, and the<br />
freedom they are given to choose and create for themselves. Stu<strong>de</strong>nts like having<br />
the freedom to change rules for assignments; their teachers’ many suggestions<br />
for making art; their teachers’ ability to solve constructive and aesth<strong>et</strong>ic problems<br />
on the spot; and their teachers’ open, relaxed attitu<strong>de</strong>s, familiarity with contemporary<br />
culture, sense of humour, seriousness, and encouragement of experimentation.<br />
Much of the art teachers’ work is planning; giving explanations, <strong>de</strong>monstrations,<br />
and instructions; and servicing stu<strong>de</strong>nts’ constant practical needs. At the<br />
same time, however, teachers respond imaginatively to the evolving needs of<br />
their respective situations, as the following example shows. The extracts cited are<br />
from a single case study, to provi<strong>de</strong> a contextual overview. Space prevents similar<br />
treatment of all the studies.<br />
Case Study: Teacher as Artist<br />
• Some rectangular pillars in the school courtyard are <strong>de</strong>corated with murals<br />
created in clay by past art stu<strong>de</strong>nts. These murals, wrapped around the pillars,<br />
must be 10 fe<strong>et</strong> high and 6 fe<strong>et</strong> around. They add a personal touch to an<br />
otherwise institutional-type building.<br />
• The art room looks organized and personal. An chair that a stu<strong>de</strong>nt has<br />
painted orange hangs from the ceiling besi<strong>de</strong> some bicycle wheels. The hood
376 STUART RICHMOND<br />
over the fan has a mural painted on it. A second mural is painted on the wall in<br />
the corner. Three work tables have <strong>de</strong>corated legs.<br />
• The teacher is an artist, a dynamic sculptor who works in clay and is well<br />
known in the art community. He is very direct in his comments and encourages<br />
the stu<strong>de</strong>nts “not to be boring and produce work that’s like a TV dinner.” Stu<strong>de</strong>nts<br />
in his Art 11 class are <strong>de</strong>veloping a drawing of a hand using a calligraphy<br />
pen and wash. The teacher tells stu<strong>de</strong>nts that the hand must m<strong>et</strong>amorphose into<br />
som<strong>et</strong>hing new, for example, the wing of a bird, and recommends that they read<br />
Franz Kafka’s M<strong>et</strong>amorphosis. One stu<strong>de</strong>nt has too strong a background in his<br />
drawing. The teacher advises this stu<strong>de</strong>nt to remove the figure, using a tear line<br />
as an interesting edge, glue this to another piece of paper, and try again.<br />
• Stu<strong>de</strong>nts in the Art 12 class are to find a three-dimensional object at home<br />
or in a junk store, or to build som<strong>et</strong>hing, and paint it so as to transform it into<br />
art. He shows them a $.50 table that he has painted in sha<strong>de</strong>s of blue. He has<br />
also glued handma<strong>de</strong> ceramic tiles onto the top surface.<br />
• Two stu<strong>de</strong>nts from Art 12 are working on their own in<strong>de</strong>pen<strong>de</strong>nt project.<br />
They are making an additional mural for a pillar in the courtyard. The teacher<br />
has built a horizontal frame that supports two si<strong>de</strong>s of the mural so that the<br />
mural, while being compl<strong>et</strong>ed, is lying on its si<strong>de</strong>. The mural will have to be cut<br />
up to be fired. The two stu<strong>de</strong>nts start working immediately and really seem to<br />
know what they are doing. The mural will inclu<strong>de</strong> the school name surroun<strong>de</strong>d<br />
by swirling images of intertwined hands and faces. They have ma<strong>de</strong> plaster<br />
moulds of hands and faces that are arranged and attached to the clay base. They<br />
know how to handle clay and are very conscientious about keeping it moist and<br />
well wrapped. Each stu<strong>de</strong>nt must log 300 hours. They clearly love what they are<br />
doing. The mural is very expressive and thoughtful. The teacher l<strong>et</strong>s them<br />
progress and checks in with them periodically. The stu<strong>de</strong>nts tell me he has given<br />
them freedom to <strong>de</strong>velop their own imagery and helps out mostly with technical<br />
difficulties. These stu<strong>de</strong>nts seem very self-directed, often staying late in or<strong>de</strong>r to<br />
hold to a tight time schedule.<br />
• Recently, the Ceramics and Sculpture 11 class went to the Sun Yat Sen<br />
Chinese gar<strong>de</strong>ns in Vancouver for a field trip. Now they are making leak<br />
windows from plaster. Some stu<strong>de</strong>nts are making Egyptian paste beads and are<br />
ready to take them out of the kiln. Quickly the teacher leaves the classroom with<br />
a few stu<strong>de</strong>nts and plops a buck<strong>et</strong> of sawdust over the beads on the ground<br />
outsi<strong>de</strong>. The stu<strong>de</strong>nts like making beads and many wear necklaces they have<br />
ma<strong>de</strong> in class.<br />
• Another day in the same class, I see the results of a coil pot project. The<br />
stu<strong>de</strong>nts have ma<strong>de</strong> some really beautiful large pots that are evi<strong>de</strong>ntly the product<br />
of an intense period of focused activity. Most pots have a strong shape and<br />
<strong>de</strong>sign, and are expertly executed for this gra<strong>de</strong> level.<br />
• The teacher pushes stu<strong>de</strong>nts to expand their notions of what is and is not art.<br />
He believes art is all around us in everyday objects and that we need to <strong>de</strong>velop
ART, IMAGINATION, AND TEACHING 377<br />
our visual sensibilities to be able to un<strong>de</strong>rstand the visual world. He keeps<br />
everything. He stores such everyday objects as packing material, boxes, steel<br />
rims off doors, and all kinds of items that some people would consi<strong>de</strong>r junk. He<br />
encourages stu<strong>de</strong>nts to view these materials as usable and exciting to work with.<br />
He is very interested in hearing stu<strong>de</strong>nts’ i<strong>de</strong>as and pushes them to <strong>de</strong>velop these<br />
i<strong>de</strong>as further. One stu<strong>de</strong>nt said that “the har<strong>de</strong>r you work, the har<strong>de</strong>r [this<br />
teacher] pushes.”<br />
• His authority as a teacher stems from his being an artist. He can be<br />
intimidating at times, but the stu<strong>de</strong>nts see him as a real person with a life of his<br />
own. He cares very much about what he does, about art in general, and about<br />
what the stu<strong>de</strong>nts do. One stu<strong>de</strong>nt said that “the class likes the fact that he is an<br />
artist,” and that “he has lots of i<strong>de</strong>as and knows what he is doing.”<br />
• He is very knowledgeable about art history and is conscious of teaching the<br />
stu<strong>de</strong>nts about past and present artists, concepts, movements, and schools of<br />
thought. When the Art 12 stu<strong>de</strong>nts were presenting their chosen artist to the<br />
class, the teacher was able to expand on what they had reported and to focus on<br />
the most important contributions by each artist, while adding personal information<br />
about each artist. This was done spontaneously and with enthusiasm.<br />
• Stu<strong>de</strong>nts in Art 12 are working on such objects as bask<strong>et</strong>s, a coconut shell,<br />
a mirror frame, and a small table, and are researching using books in the room.<br />
The teacher advises the stu<strong>de</strong>nt working on the mirror frame to look in the Art<br />
Nouveau book. To another stu<strong>de</strong>nt, who is working on a bask<strong>et</strong>, he points out<br />
possibilities for creating texture, that is, by applying different colours, then<br />
rubbing some off again. He shows her a book on papier-mâché and recommends<br />
that she visit “Paper Ya” on Granville Island for more i<strong>de</strong>as on texture. Y<strong>et</strong><br />
another stu<strong>de</strong>nt expresses interest in her dreams and the imagery in them. The<br />
teacher tells her about the Surrealists. The teacher is very enthusiastic and the<br />
stu<strong>de</strong>nts gradually become more focused. Thus, the classroom is divergent but<br />
not chaotic. The teacher responds to totally different projects and i<strong>de</strong>as one after<br />
another. He is a non-rigid, non-linear thinker, and the activity in the class reflects<br />
this.<br />
• He is absolutely unwilling to accept stu<strong>de</strong>nts who do not work, listen, think,<br />
or try, or who do not respect dates and so on. However, as long as they are<br />
working, he is not strict about the stu<strong>de</strong>nts’ behaviour. He teases them, for<br />
example, asking one stu<strong>de</strong>nt where his donut is while she is obviously eating the<br />
only one there. The stu<strong>de</strong>nts chat and laugh amiably. Stu<strong>de</strong>nts visit from other<br />
classes. The stu<strong>de</strong>nts are free to be themselves. There is a unique quality to this<br />
classroom: at once emotionally charged and socially relaxed.<br />
What comes through these <strong>de</strong>scriptions is a strong sense of the energy this<br />
teacher generates. Art is taken seriously and stu<strong>de</strong>nts work hard on interesting<br />
and challenging projects. They are highly motivated and value the work being
378 STUART RICHMOND<br />
done. The calibre of stu<strong>de</strong>nts’ work attests to the teacher’s effectiveness. The<br />
teacher is extremely knowledgeable and capable artistically, and responds inventively<br />
to stu<strong>de</strong>nts’ questions and problems. He inspires stu<strong>de</strong>nts to do b<strong>et</strong>ter<br />
through the strength of his own commitment, the quality of the program, and his<br />
own excitement. He is <strong>de</strong>manding of himself and of the stu<strong>de</strong>nts, but also gives<br />
the stu<strong>de</strong>nts room to be themselves and to think creatively. This teacher is<br />
imaginative, not in some remote, earth-shattering way, but in all manner of daily<br />
occurrences that form real-life teaching. His i<strong>de</strong>as for projects, his witty<br />
exchanges, his artistic and constructive suggestions to stu<strong>de</strong>nts, his own art work,<br />
and his sense of the dynamic quality of art show a constant attempt to overcome<br />
the prosaic.<br />
5. What other qualities of classroom life are conducive to successful teaching<br />
and learning?<br />
A relaxed studio atmosphere generally prevails in the art classrooms. Teacher/<br />
pupil relations are informal and teachers are supportive of experimentation and<br />
risk-taking. This is obviously no acci<strong>de</strong>nt. The open-en<strong>de</strong>d nature of art requires<br />
an unforced working situation. There is also a great <strong>de</strong>al of humour in all the<br />
classes. But there is a serious attitu<strong>de</strong> as well. All the researchers commented on<br />
the influence of teacher personality on classroom atmosphere, teaching manner,<br />
and teacher/stu<strong>de</strong>nt relations. Teaching is a very personal en<strong>de</strong>avour. Role expectations<br />
and professional <strong>de</strong>mands are filtered through a temperament. Gray<br />
and MacGregor (1987), in their study of 32 art teachers in three Western<br />
Canadian provinces, refer to art teaching as an “idiosyncratic activity” (p. 28).<br />
6. What implications for teacher education follow from the case studies?<br />
• Teachers need to be well-prepared in the subject of art as a discipline. The<br />
implementation of a high school curriculum presupposes artistic knowledge and<br />
skill.<br />
• Teachers need planning strategies for program <strong>de</strong>velopment and teaching. Art<br />
teaching that encourages individual creativity requires organizational comp<strong>et</strong>ence.<br />
• Good teachers operate on the basis of their own refined beliefs about the<br />
purposes and value of art and art education, and the <strong>de</strong>velopmental needs of their<br />
stu<strong>de</strong>nts. Pre-service art teachers should receive instruction in the philosophical<br />
foundations of art and education. The purpose of this work should not be to<br />
instill specific beliefs or to suggest that there is one received conception of art<br />
education, but to provi<strong>de</strong> opportunity for discussion and informed critical<br />
reflection. It is here that stu<strong>de</strong>nt teachers are invited to enter into a conversation<br />
that will continue throughout their professional lives. There is no finite answer<br />
to questions concerning the value of art but it is possible to refine the difficulties<br />
and to suggest possibilities for consi<strong>de</strong>ration given prevailing circumstances.
ART, IMAGINATION, AND TEACHING 379<br />
• Good teachers see their jobs as filled with uncertain, diverse, particular, and<br />
unpredictable elements. This complexity should not be bemoaned as confounding<br />
instructional generalities; instead, it should be seen as a welcome sign of the<br />
individual, creative nature of art teaching. Teacher education programs should<br />
challenge stu<strong>de</strong>nts to extemporize, form their own judgements, and work through<br />
planning and teaching problems that are open-en<strong>de</strong>d enough to provoke unique<br />
approaches. This work could be un<strong>de</strong>rtaken individually and in groups, on campus,<br />
to minimize fears of professional failure. For instance, stu<strong>de</strong>nt teachers at<br />
Simon Fraser University are asked to select a topic of local or broa<strong>de</strong>r social<br />
significance and interpr<strong>et</strong> it expressively through the media of music, art, drama,<br />
and dance (Richmond, Scarr, & Mc<strong>Le</strong>od, 1993). In the process, the stu<strong>de</strong>nts use<br />
a double-entry journal to record their responses, as stu<strong>de</strong>nts, to the experience.<br />
For example, “What were the pluses and minuses of working collaboratively in<br />
the arts?” They also record their impressions from a teaching perspective, as they<br />
are asked to teach small segments of the project to their peers. Later, in <strong>de</strong>briefing<br />
sessions, stu<strong>de</strong>nts teachers and instructors supportively examine what went<br />
well, what went wrong, what could be improved, and so on. Importantly, however,<br />
stu<strong>de</strong>nts are required to make choices and to <strong>de</strong>velop imaginative ways of<br />
planning and teaching.<br />
CONCLUSION<br />
Good art teaching is imaginative. This is not, perhaps, so very novel a proposition,<br />
but one needing to be justified and shown empirically, given the bias<br />
toward science, craving for generality, and absence of imagination in most<br />
research studies on teaching. Imaginative art teachers <strong>de</strong>velop (make and match)<br />
unusual, motivating, and effective learning opportunities to suit their own<br />
circumstances, are artistically skilful and knowledgeable, have a strong sense of<br />
purpose, are flexible, and invite experimentation in an open, relaxed studio<br />
environment. They aim to strike a balance b<strong>et</strong>ween the rules of art and the stu<strong>de</strong>nts’<br />
creative and interpr<strong>et</strong>ive freedom. In practice, the good art teacher is a<br />
mo<strong>de</strong>l of art.<br />
REFERENCES<br />
Barrow, R. (1990). Un<strong>de</strong>rstanding skills: Thinking, feeling, and caring. London: Althouse Press.<br />
British Columbia Ministry of Education. (1983). Secondary art gui<strong>de</strong> 8–12: Curriculum gui<strong>de</strong> and<br />
content resources. Victoria: Province of British Columbia.<br />
Egan, K. (1988). The analytic and the arbitrary. Canadian Journal of Education, 13, 69–82.<br />
Egan, K. (1992). Imagination in teaching and learning: The middle school years. London, ON:<br />
Althouse Press.<br />
Egan, K., & Nadaner, D. (1988). Imagination and education. New York: Teachers College Press.<br />
Eisner, E. W. (1983). The art and craft of teaching. Educational <strong>Le</strong>a<strong>de</strong>rship, 40(4), 5–13.
380 STUART RICHMOND<br />
Eisner, E. W. (1985). The educational imagination: On the <strong>de</strong>sign and evaluation of school programs<br />
(2nd ed.). New York: Macmillan.<br />
Eisner, E. W. (1991). The enlightened eye: Qualitative inquiry and the enhancement of educational<br />
practice. New York: Macmillan.<br />
Eisner, E. W. (Undated). The role of discipline-based art education in America’s schools (pamphl<strong>et</strong>).<br />
Los Angeles: G<strong>et</strong>ty Center for Education in the Arts.<br />
Erickson, F. (1986). Qualitative m<strong>et</strong>hods in research on teaching. In M. C. Wittrock (Ed.), Handbook<br />
of research on teaching (3rd ed.; pp. 119–161). New York: Macmillan.<br />
Gombrich, E. (1969). Art and illusion. Princ<strong>et</strong>on: Princ<strong>et</strong>on University Press.<br />
Gray, J. U., & MacGregor, R. N. (1987). Proacta: Personally relevant observations about art concepts<br />
and teaching activities. Canadian Review of Art Education: Research and Issues, 14, 21–33.<br />
Greene, M. (1970). Imagination. In R. A. Smith (Ed.), Aesth<strong>et</strong>ic concepts and education (pp. 303–<br />
327). Urbana: University of Illinois Press<br />
Hawley, W. D., Rosenholtz, S. J., Goodstein, H., & Hasselbring, T. (1984). Effective teaching.<br />
Peabody Journal of Education, 61(4), 15–52.<br />
Kant, I. (1952). Critique of judgement. Oxford: Clarendon Press. (Original work published 1790)<br />
Lawrence, D. H. (1988). Introduction to these paintings. In J. D. McClatchy (Ed.), Po<strong>et</strong>s on painters:<br />
Essays on the art of painting by Twenti<strong>et</strong>h-Century po<strong>et</strong>s (pp. 45–79). Berkeley: University of<br />
California Press. (Original work published 1929)<br />
Murdoch, I. (1970). The sovereignty of good. London: Ark Paperbacks.<br />
O’Neill, P. G. (1988). Teaching effectiveness: A review of the research. Canadian Journal of<br />
Education, 13, 162–185.<br />
Porter, A. C., & Brophy, J. (1988). Synthesis of research on good teaching: Insights from the work<br />
of the Institute for Research on Teaching. Educational <strong>Le</strong>a<strong>de</strong>rship, 45, 74–85.<br />
Richmond, S. (1991). Three assumptions that influence art education: A <strong>de</strong>scription and a critique.<br />
Journal of Aesth<strong>et</strong>ic Education, 25(2), 1–15.<br />
Richmond, S. (1992). Historicism, teaching, and the un<strong>de</strong>rstanding of works of art. Visual Arts<br />
Research 16(1), 32–41.<br />
Richmond, S., Scarr, M., & Mcleod, D. (1993). Integrating the arts in teacher education: A practical<br />
approach. Canadian Review of Art Education: Research and Issues, 20(1), 30–53.<br />
Smith, M. L. (1987). Publishing qualitative research. American Educational Research Journal, 24(2),<br />
53–67.<br />
Smith, R. A., & <strong>Le</strong>vi, A. W. (1991). Art education: A critical necessity. Urbana: University of Illinois<br />
Press.<br />
Sparshott, F. (1991). Imagination — the very i<strong>de</strong>a. Journal of Aesth<strong>et</strong>ics and Art Criticism, 48, 1–8.<br />
Swanger, D. (1990). Essays in aesth<strong>et</strong>ic education. San Francisco: Mellen Research University Press.<br />
Westbury, M. (1988). The science and art of teacher effectiveness: An examination of two research<br />
traditions. Canadian Journal of Education, 13, 139–161.<br />
Stuart Richmond is in the Faculty of Education, Simon Fraser University, Burnaby, British Columbia,<br />
V5A 1S6.
From the Dollhouse to the Schoolhouse:<br />
The Changing Experience of Women<br />
Principals in British Columbia, 1980 to 1990<br />
Yvonne Tabin<br />
P<strong>et</strong>er Coleman<br />
simon fraser university<br />
This study sought to d<strong>et</strong>ermine if and how the experiences of recently appointed women<br />
principals differ from those of earlier appointees in the Lower Mainland of British<br />
Columbia. Interviews revealed both differences and similarities. Although recent women<br />
principals continue to face sex-role stereotyping from outsi<strong>de</strong>rs, they are now accepted<br />
and supported by their male peers. They <strong>de</strong>monstrate greater career initiative than their<br />
earlier counterparts and have a wi<strong>de</strong>r range of experience in both teaching and administration.<br />
Both groups are well-educated, expert teachers. They focus on learning for<br />
themselves, <strong>de</strong>veloping collegial relationships with teachers and caring relationships with<br />
children, who are their priority. They are career-oriented women wh<strong>et</strong>her mothers and<br />
wives or not. They perceive themselves as women principals whose lea<strong>de</strong>rship is<br />
characterized by their gen<strong>de</strong>r and accentuated by their feminine qualities. They are<br />
re<strong>de</strong>fining the world of educational administration to inclu<strong>de</strong> the woman’s voice.<br />
La recherche menée par les auteurs visait à déterminer si les expériences <strong>de</strong> directrices<br />
d’école nommées récemment diffèrent <strong>de</strong> celles <strong>de</strong> directrices nommées antérieurement<br />
dans le Lower Mainland <strong>de</strong> la Colombie-Britannique. Des entrevues ont permis <strong>de</strong> révéler<br />
à la fois <strong>de</strong>s différences <strong>et</strong> <strong>de</strong>s similitu<strong>de</strong>s. Bien que les directrices en poste <strong>de</strong>puis plus<br />
récemment continuent à faire face à <strong>de</strong>s stéréotypes reliés au sexe <strong>et</strong> au rôle <strong>de</strong> la part <strong>de</strong><br />
personnes extérieures, elles sont maintenant acceptées <strong>et</strong> appuyées par leurs pairs <strong>de</strong> sexe<br />
masculin. Elles font preuve d’une plus gran<strong>de</strong> initiative vis-à-vis <strong>de</strong> leur carrière que<br />
leurs homologues précé<strong>de</strong>ntes <strong>et</strong> ont une plus vaste expérience <strong>de</strong> l’enseignement <strong>et</strong> <strong>de</strong><br />
l’administration. <strong>Le</strong>s <strong>de</strong>ux groupes sont constitués d’enseignantes chevronnées. Ces<br />
<strong>de</strong>rnières m<strong>et</strong>tent l’accent sur l’auto-apprentissage <strong>et</strong> l’établissement <strong>de</strong> relations<br />
collégiales avec les enseignants <strong>et</strong> <strong>de</strong> liens chaleureux avec les enfants, qui sont leur<br />
priorité. Il s’agit <strong>de</strong> femmes pour qui la carrière revêt une gran<strong>de</strong> importance, qu’elles<br />
soient ou non mères ou épouses. Elles se perçoivent comme <strong>de</strong>s femmes dont le<br />
lea<strong>de</strong>rship est caractérisé par leur sexe <strong>et</strong> accentué par leurs qualités féminines. Elles sont<br />
en train <strong>de</strong> redéfinir le mon<strong>de</strong> <strong>de</strong> l’administration scolaire afin <strong>de</strong> donner aux femmes<br />
une voix au chapitre.<br />
Despite the recruitment of educational administrators almost exclusively from<br />
the professional ranks of teaching, where women are in the majority, there are<br />
still relatively few female administrators. In 1990/91, 60% of all elementary and<br />
381 CANADIAN JOURNAL OF EDUCATION 18:4 (1993)
382 YVONNE TABIN & PETER COLEMAN<br />
secondary school teachers were women; 72% of all administrative positions<br />
(principal, vice-principal, <strong>de</strong>partment head) were occupied by men. Also, 29%<br />
of men, but only 6% of women, teachers in elementary and secondary schools<br />
were administrators (Statistics Canada, 1992). The percentage of women administrators<br />
has nearly doubled in the last ten years, but there are still large and<br />
seemingly inexplicable differences in representation.<br />
One explanation for the scarcity of women in school administration is that<br />
men make b<strong>et</strong>ter principals. But early studies on women in administration (see<br />
Fishel & Pottker 1973, 1979; Frasher & Frasher 1979; Meskin 1974, 1979)<br />
showed that women were slightly b<strong>et</strong>ter elementary school principals than men.<br />
These studies have been discounted for m<strong>et</strong>hods of research that were “of doubtful<br />
quality” (Charters & Jovick, 1981, p. 307) and an androcentric bias that<br />
measured women against male standards (Shakeshaft, 1987, p. 162). Notwithstanding<br />
these empirical studies, male administrative superiority seems an untenable<br />
position.<br />
Other putative explanations inclu<strong>de</strong> the presence of male bias among those<br />
responsible for appointing principals, or the unattractiveness of the job itself to<br />
women. Surveys of central office administrators and school board members have<br />
in<strong>de</strong>ed shown that they tend to hold attitu<strong>de</strong>s more favourable to men than<br />
women in administration (Adkison, 1981; Stockard, 1980; Taylor, 1977). Despite<br />
equal opportunity legislation, unfavourable attitu<strong>de</strong>s continue to affect the<br />
appointment of women to administrative positions (Porat, 1985; Shakeshaft,<br />
1986), particularly to advanced “line” positions (Fishel & Pottker, 1979;<br />
Schmuck & Wyant, 1981; Stockard, 1980). Teaching has traditionally provi<strong>de</strong>d<br />
an entry into administrative careers primarily for men, who have an “up or out”<br />
orientation (Adkison, 1981) representing a <strong>de</strong>finition of career that inclu<strong>de</strong>s<br />
commitment <strong>de</strong>monstrated by lack of interruptions (Biklen, 1986). Women do<br />
not always <strong>de</strong>fine career and success this way and consequently do not see<br />
administration as a logical career step up from the classroom (Biklen, 1986;<br />
Carlson & Schmuck, 1981; Stockard, 1980). They <strong>de</strong>sire lea<strong>de</strong>rship roles in education,<br />
but they do not see such roles as necessarily administrative (Shakeshaft,<br />
1986; Stockard, 1980). And because the teaching profession does enable women<br />
to move in and out easily as their life circumstances change, and the <strong>de</strong>cision to<br />
parent at home continues primarily to affect the careers of women, senior<br />
administrators have assumed that women are less committed to their careers than<br />
are men, and less concerned with upward mobility (Biklen, 1986).<br />
Another explanation involves women’s lack of access to informal processes<br />
socializing individuals toward administration. Sponsorship is particularly important<br />
for aspirants to administrative posts (Ortiz & Marshall, 1988), and women<br />
have traditionally had difficulty obtaining sponsorship from men (Ortiz, 1982).<br />
This has been compoun<strong>de</strong>d by the small number of female role mo<strong>de</strong>ls for women,<br />
from which sponsors might be drawn (Carlson & Schmuck, 1981; Tibb<strong>et</strong>s,<br />
1979). Thus, anticipatory socialization (Adkison, 1981), in which “the individual
WOMEN PRINCIPALS IN BRITISH COLUMBIA 383<br />
becomes oriented toward a new status before occupying it” (p. 332), is less likely<br />
to occur for women. Consequent uncertainty about lea<strong>de</strong>rship expectations has<br />
prevented many women from formally applying for lea<strong>de</strong>rship positions (Adkison,<br />
1981; Tibb<strong>et</strong>s, 1979).<br />
During the 1970s, however, women’s participation in graduate education programs<br />
increased dramatically. Doctoral programs in educational administration<br />
in the United States reported that over 50% of stu<strong>de</strong>nts in the 1980s were women<br />
(Shakeshaft, 1987). The greater numbers of women qualifying for administrative<br />
positions indicate that they do aspire to lea<strong>de</strong>rship (Adkison, 1981; Fauth,<br />
1984; Shakeshaft, 1987). Recent increases in the number of women assuming<br />
principalships in schools in British Columbia confirm that here too they aspire<br />
to lea<strong>de</strong>rship, and suggest also that conditions in the administrative world, and<br />
hence the experiences of women appointees to the principalship, may have<br />
changed.<br />
METHOD<br />
Research in educational administration has often eliminated or ignored the<br />
female experience and point of view. Shakeshaft (1987) accounts for this by<br />
explaining that “The funding of research, the objects of study, the use of<br />
research have to date been dominated by white males. Not unexpectedly, they<br />
have forged forms of thought within an all-male world” (p. 150). Ultimately this<br />
has led to the creation of an essentially male conception of the principalship. But<br />
now, Biklen <strong>et</strong> al. (1983) argue,<br />
intellectually, we are taking leaps in the sociology of knowledge beyond a view of the<br />
world where “man is the measure.” We are therefore confronted with the task of putting<br />
tog<strong>et</strong>her a way of looking at the world, of reconceptualizing knowledge, so that all lives<br />
count. (p. 14)<br />
Un<strong>de</strong>rstanding the situations of female principals from their perspective is<br />
necessary to help <strong>de</strong>velop a greater un<strong>de</strong>rstanding of the nature of the principalship.<br />
Our study was inten<strong>de</strong>d to contribute to this un<strong>de</strong>rstanding by examining<br />
an important research question: “How do the experiences of recent women appointees<br />
to administration differ from those of earlier appointees?”<br />
Data Collection<br />
Our study required two cohorts of women administrators composed of both new<br />
and experienced principals. We <strong>de</strong>fined “recent” as those appointed to the principalship<br />
in September 1987 or later, “earlier” as those appointed to the principalship<br />
in September 1982 or before. Thus, recent appointees had a maximum of<br />
two-and-a-half years’ experience in the principalship, and earlier appointees a<br />
minimum of eight years at the time of the study. Since very few high school
384 YVONNE TABIN & PETER COLEMAN<br />
principalships in British Columbia are held by women, we limited our study to<br />
principals at the elementary school level.<br />
The 17 principals interviewed held positions in seven different school districts<br />
in the Lower Mainland of British Columbia, all within a 90-minute drive from<br />
Vancouver. The recent appointees administered schools varying in enrolment<br />
from 100 to 340 stu<strong>de</strong>nts. Three of these principals were each responsible for<br />
two schools, with the largest combined enrolment being 356 stu<strong>de</strong>nts. The<br />
earlier appointees administered schools varying in enrolment from 100 to 650<br />
stu<strong>de</strong>nts. One principal was responsible for two schools with a combined enrolment<br />
of 530 stu<strong>de</strong>nts. Each group inclu<strong>de</strong>d urban, suburban, and rural schools.<br />
Given the relative paucity of <strong>de</strong>scriptive Canadian research in this area, openen<strong>de</strong>d<br />
interviews were consi<strong>de</strong>red the most appropriate means of eliciting from<br />
women principals information about their careers. We formulated a series of<br />
interview questions on: the nature of elementary, high school, and university<br />
education; types of teaching and administrative experience; formation of the<br />
<strong>de</strong>cision to aspire to administration; impact of non-professional life on career;<br />
appointment to the principalship; effect of gen<strong>de</strong>r on career; influence and support<br />
from others; allocation of time b<strong>et</strong>ween various responsibilities; individual<br />
sense of the principal’s job; frustrations and satisfactions with the principalship;<br />
feelings about their work within the school; regr<strong>et</strong>s about career; advice to prospective<br />
women principals; and career goals and aspirations.<br />
Interviews lasted from one to one-and-a-half hours and were tape-recor<strong>de</strong>d<br />
and later transcribed. Respon<strong>de</strong>nts were asked to clarify and elaborate where<br />
necessary, and to give specific examples, especially where their first responses<br />
were minimal.<br />
Data Analysis<br />
Miles and Huberman (1984) state that “form follows function. Formats must<br />
always be driven by the research question(s) involved, and their associated<br />
co<strong>de</strong>s” (p. 80). We analyzed the data collected from the 17 principals with this<br />
in mind. Miles and Huberman affirm that “induction and <strong>de</strong>duction are dialectical,<br />
rather than mutually exclusive research procedures” (p. 134). Our analysis<br />
of data began <strong>de</strong>ductively, with the establishment of some beginning co<strong>de</strong>s<br />
based on the questions, and then was compl<strong>et</strong>ed inductively, in response to<br />
emerging data.<br />
RESULTS<br />
We report results in four major emergent categories: Developmental Experiences;<br />
Career Development; Administrative Beliefs and Practices; and Assessing<br />
the Experience. In each category data are presented by contrasting recent with<br />
earlier appointees, and quotations illustrate one group or the other.
WOMEN PRINCIPALS IN BRITISH COLUMBIA 385<br />
Developmental Experiences<br />
When discussing their <strong>de</strong>cision to become teachers, all earlier appointees except<br />
one revealed that they either always knew they would be a teacher or knew at<br />
least from elementary or high school. Almost all reported there were not many<br />
choices available: teaching, nursing, and perhaps di<strong>et</strong><strong>et</strong>ics or secr<strong>et</strong>arial work.<br />
Several women recounted having thought about other careers, but said their <strong>de</strong>cisions<br />
were affected not only by the social limitations related to gen<strong>de</strong>r, but by<br />
their inability to finance a long <strong>de</strong>gree. “If the truth was known,” confi<strong>de</strong>d one<br />
experienced principal, “I probably always wanted to be a doctor. And at that<br />
time there wasn’t the encouragement or the money to do that.”<br />
In contrast, only a few recent appointees reported always having known, or<br />
having <strong>de</strong>ci<strong>de</strong>d early on, that they would be teachers. They maintained that helping<br />
others learn and enjoying children motivated them to choose teaching.<br />
All these women, by their account, chose their careers freely and are happy.<br />
Constrained choice, however, is more characteristic of the earlier group. Recent<br />
appointees seem to have chosen to become teachers because they wanted to<br />
teach and help children, whereas earlier appointees saw teaching as the only<br />
option or the most appealing of the limited choices available to them: women<br />
not wanting to nurse became teachers by <strong>de</strong>fault.<br />
At the time of the study all the recent appointees (nine principals in total)<br />
were either enrolled in or had compl<strong>et</strong>ed Master’s <strong>de</strong>gree programs. Five of the<br />
eight earlier appointees had Master’s <strong>de</strong>grees and two had two each. The group<br />
of recent appointees had slightly more formal training than the earlier appointees.<br />
(Recent male appointees are likely equally well qualified, given current<br />
district expectations.) Several earlier appointees, however, also fit in this extraqualified<br />
category: these women had to be very well certified to obtain their<br />
positions as administrators (Adkison, 1981; Fauth, 1984; Shakeshaft, 1987;<br />
Yeakey, Johnston, & Adkison, 1986).<br />
Most of the women we interviewed (12 of 17) studied part-time to compl<strong>et</strong>e<br />
their <strong>de</strong>grees, while they worked full-time or part-time, and had young children<br />
at home. In 14 cases the Master’s <strong>de</strong>grees were also compl<strong>et</strong>ed through parttime<br />
study, most often, once again, while working full- or part-time with children<br />
at home. Like the principals in Edson’s (1988) study, these women were<br />
d<strong>et</strong>ermined to further their education, and exhibited much tenacity in doing so.<br />
Career Development<br />
Most recent appointees interviewed have quite a broad range of teaching experience.<br />
Four were appointed to the principalship after approximately 12 professional<br />
years (excluding time out to study or to care for children). The rest were<br />
appointed to the principalship after 15 to 22 years. The youngest became a principal<br />
at 34 years of age. Most were ol<strong>de</strong>r.
386 YVONNE TABIN & PETER COLEMAN<br />
In speaking of their careers all recent appointees revealed a personal focus on<br />
learning — from other teachers, from principals, from the vari<strong>et</strong>y of positions<br />
they held. These women also sought out new experience. One principal said that<br />
when she applied for a head teachership, “what I was looking for was another<br />
challenge,” a motivation expressed by most principals in this group. These<br />
principals also chose professional <strong>de</strong>velopment carefully, as another means of<br />
learning more.<br />
Almost all recent appointees reported becoming known in their districts<br />
because of their teaching, and their activities and lea<strong>de</strong>rship at the school and<br />
district levels. They were noticed by supervisors and their attention-g<strong>et</strong>ting<br />
(GASing: g<strong>et</strong>ting the attention of superiors, cited in Ortiz, 1982; Ortiz &<br />
Marshall, 1988; Wolcott, 1973) was active and <strong>de</strong>liberate: “I personally was<br />
hired because I covered every base that I had to to become a principal. And I<br />
have to tell you that I did that as a strategy.” About half the recent appointees<br />
said administration was not originally a career goal, but they were bored and<br />
nee<strong>de</strong>d a change. The <strong>de</strong>cision to try administration came gradually as they<br />
taught. Among these women there was no doubt about wh<strong>et</strong>her they could do<br />
the job, but, rather, a sense of d<strong>et</strong>ermining ahead of time what they wanted to<br />
do in the job: “the principal as an agent of change,” “the best way to implement<br />
my philosophy.” They did not need encouragement from or prodding by others.<br />
Mentorship, however — strong, supportive guidance, and active help in<br />
<strong>de</strong>veloping lea<strong>de</strong>rship skills and solidifying philosophy — was important for most<br />
recent appointees. This mentorship was usually provi<strong>de</strong>d by principals, all male:<br />
“The principal that I called my mentor was strongly supportive in terms of being<br />
very vocal about me in the district, really selling me ...suggesting that I take<br />
on certain tasks. So he was very active in guiding me.”<br />
Most earlier appointees also have a fairly broad range of teaching experience.<br />
At the time of interview, all had been in education for at least 25 years. These<br />
appointees also revealed a focus on learning, but not on “seeking out.” They<br />
rarely mentioned asking for or choosing new assignments, or looking for challenges<br />
in new positions.<br />
About half the earlier appointees reported that administration was not originally<br />
their career goal. They say they were encouraged by others — husband, principals,<br />
district office personnel, colleagues — and recounted being asked to apply<br />
for administrative postings, especially their first. Of her former principal, one<br />
experienced administrator recounted:<br />
He brought the posting to me one day in early June and waved it un<strong>de</strong>r my nose and<br />
said, “Here’s a posting you might be interested in.” And I just laughed and said, “Well,<br />
that’s very flattering of you to say that, but, you know, I’m not trained to be a principal.”<br />
And he said, “Well, you certainly have the skills. I think you should apply.”
WOMEN PRINCIPALS IN BRITISH COLUMBIA 387<br />
Her husband supported her principal: “Well, why don’t you, then? You could do<br />
it.” Only three principals in the “earlier” group mention mentorship; for two of<br />
them it was provi<strong>de</strong>d by other women.<br />
Earlier appointees are as interested in learning and growth as recent appointees,<br />
but their responses to this interest were generally more passive. Recent<br />
appointees <strong>de</strong>finitely contemplated the activities they were to become involved<br />
in and chose this involvement carefully and <strong>de</strong>liberately. Earlier appointees were<br />
not as openly aggressive about looking for and obtaining positions. Most earlier<br />
appointees had never seen a woman principal, or had seen women systematically<br />
removed from the principalship (Shakeshaft, 1987). They therefore could not<br />
imagine the job being done by women. Ortiz (1982) notes that women have<br />
often been censured for revealing administrative aspirations. Earlier appointees<br />
felt pressure to be self-<strong>de</strong>precating and were reluctant to be seen as ambitious,<br />
thus laughing at the suggestion that they become principals. Sex-role stereotyping<br />
seems important here. Most recent appointees, by contrast, appeared to have<br />
been much less influenced by stereotypical constraints on women’s career<br />
behaviour.<br />
Concerning support for aspiring women principals, few earlier appointees had<br />
mentorship; if they sought it they could not obtain it (Ortiz, 1982). Recent<br />
appointees did not seek mentorship either, but it was provi<strong>de</strong>d to them by their<br />
male principals. This represents a substantial change in inter-gen<strong>de</strong>r social<br />
relations. Earlier appointees who were not explicit about their career goals may<br />
not have received support for this reason; additionally, they were beginning to<br />
tread unfamiliar paths for women, paths less socially acceptable (Adkison, 1981;<br />
Shakeshaft, 1987).<br />
Once having become principals, however, earlier appointees n<strong>et</strong>worked extensively,<br />
especially with other women principals. Like Edson’s (1988) principals,<br />
these women spoke gratefully of the support they received from others as they<br />
un<strong>de</strong>rtook new careers. Often they m<strong>et</strong> formally in a group when numbers were<br />
small; me<strong>et</strong>ings ceased when more women administrators were hired in their<br />
districts. In this case n<strong>et</strong>working was clearly a function of numbers; formal<br />
gatherings provi<strong>de</strong>d an opportunity for un<strong>de</strong>rrepresented women to encourage<br />
and support one another and helped offs<strong>et</strong> the negative feelings associated with<br />
being tokens (Adkison, 1981; Kanter, 1977; Ortiz, 1982).<br />
Recent appointees we interviewed do not n<strong>et</strong>work specifically with other<br />
women; because of the greater numbers of women principals, they do not have<br />
to make a special effort to <strong>de</strong>velop support, as did earlier appointees. At the<br />
same time, recent appointees did not mention exclusion from the old-boys’ n<strong>et</strong>work.<br />
One might assume that entry into this group is open to them. On the other<br />
hand, the old-boys’ n<strong>et</strong>work may still be exclusionary, with recent appointees<br />
simply not acknowledging this exclusion. A third scenario is also possible:<br />
recent women appointees may be choosing to chart their own course alone, establishing<br />
their own individual priorities and styles as principals.
388 YVONNE TABIN & PETER COLEMAN<br />
As a possible consequence of their experience-seeking activities, recent<br />
appointees have come to the principalship with far more non-school, adultoriented,<br />
supervisory experience than earlier appointees. The specialization roles<br />
of these women, either at the school level as learning assistance teachers or at<br />
the district office as helping or resource teachers, are unsurprising, as women<br />
have traditionally and still hold these specialty positions (Ortiz, 1982).<br />
Perhaps as a result, they do not appear to be coming to the principalship any<br />
younger than the earlier principal group. If women have traditionally become<br />
principals later than men (Ortiz, 1982; Prolman, 1982), which was true for the<br />
earlier appointee group, then recent appointees are becoming principals even<br />
later. Because of time out with children some of these new principals may not<br />
have as many years in total teaching time as their counterparts without children,<br />
but their careers are as long. By interrupting their careers to bear and raise<br />
children, all these principals match the “in and out” orientation Biklen (1986)<br />
<strong>de</strong>scribed, but they are at the same time very strongly career-oriented. Importantly,<br />
the careers of these women principals with children do not differ significantly<br />
from those of the women principals without. Children are often thought to <strong>de</strong>lay<br />
and/or permanently limit a woman’s chances for career advancement; our sample<br />
does not show this effect.<br />
In mentioning boredom in the classroom and the lack of opportunities for<br />
lea<strong>de</strong>rship in school (Biklen, 1986), these women suggested their need for more<br />
challenges that others who perceive teaching as a satisfactory career do not<br />
necessarily seek (McLaughlin & Yee, 1988). Such women may be a special<br />
strain of teacher who become principals because there is nothing else to do. But<br />
<strong>de</strong>veloping what one principal terms the “assumption that one is administrative<br />
material,” an orientation to administration based on knowledge and confi<strong>de</strong>nce<br />
in one’s abilities, and at the same time a clear i<strong>de</strong>a about what one hopes to<br />
accomplish as a principal, is new for women aspirants.<br />
Administrative Style<br />
Almost all principals <strong>de</strong>monstrate a strong sense of personal priorities and can<br />
articulate lists of school goals that apply to teachers, stu<strong>de</strong>nts, and curriculum<br />
<strong>de</strong>velopment.<br />
Among the earlier appointees, however, two principals did not show this clear<br />
sense of priorities. These are the ol<strong>de</strong>st of the entire group and have taught and<br />
administered the longest. Both these principals have always chosen to continue<br />
to teach while principaling; they measure their successes as teachers rather than<br />
as principals. It is possible that the experience and age of these two women<br />
leads them to speak less confi<strong>de</strong>ntly or to articulate their vision and priorities<br />
less clearly. Neither had expected they would become principals nor had had<br />
confi<strong>de</strong>nce that they could. These two ol<strong>de</strong>r principals are particularly important<br />
cases in showing change over time in women’s perceptions of their work in
WOMEN PRINCIPALS IN BRITISH COLUMBIA 389<br />
education. Corwin argued in 1970 that teaching and school administration were<br />
two separate careers. Subsequent <strong>de</strong>velopments in unionization in the United<br />
States and in British Columbia have ma<strong>de</strong> this separation even more clear. The<br />
women who appear most comfortable in their roles perceive themselves clearly<br />
to be principals, first, and <strong>de</strong>monstrate strong priorities and vision. The sense of<br />
oneself as principal is perhaps <strong>de</strong>veloping more quickly and strongly among<br />
current aspirants.<br />
A number of recent appointees mentioned a positive relationship with children<br />
as an aspect of their administrative style, and <strong>de</strong>scribed their relationship with<br />
staff as one of support and encouragement, facilitating rather than directing. “My<br />
<strong>de</strong>cision to go into administration was based more on working with teachers in<br />
workshop situations rather than in a manager/employee kind of relationship,”<br />
explained one principal; “I enjoy being able to facilitate a group of adults in a<br />
direction that we all want to go.” Most recent appointees also <strong>de</strong>scribed their<br />
approach as people-oriented, open-door, warm, humanistic, caring, emotional,<br />
intuitive, and reflective. Earlier appointees also focus on a positive relationship<br />
with children. They too boasted of a supportive, encouraging relationship with<br />
staff. But only two spoke of the caring, personal aspect of being a principal,<br />
which is quite strong among recent appointees.<br />
In <strong>de</strong>scribing their administrative styles, recent appointees’ emphasis on what<br />
might traditionally be called the feminine stands out. These women spoke of the<br />
special skills and characteristics of women as principals: empathy, intuition,<br />
emotion, nurturing, cooperation, and un<strong>de</strong>rstanding. “I think the new women<br />
administrators are more <strong>de</strong>mocratic, are more willing to go to the staff and say<br />
‘L<strong>et</strong>’s make this <strong>de</strong>cision tog<strong>et</strong>her,’” stated one new principal. Earlier appointees,<br />
on the other hand, did not <strong>de</strong>scribe their administrative styles in feminine<br />
terms. But they seem to have come to the same conclusions recent appointees<br />
held right from the start: that one does not have to be a man to be a good principal,<br />
that a good woman makes a good or even b<strong>et</strong>ter principal.<br />
Assessing the Experience<br />
Recent appointees did not report the effects of tokenism, exclusion, discrimination,<br />
or harassment and criticism from men. Each is among an increasing number<br />
of women administrators in their school district. Neither did they speak of<br />
limited options, and only one mentioned another preferred career.<br />
For these women, however, sex-role stereotyping from the outsi<strong>de</strong> persists.<br />
One principal related a typical story:<br />
In <strong>de</strong>aling with parents, especially early in my career, it was very difficult for some of<br />
them to believe that a female would have any position of authority. ...An<strong>de</strong>ven this<br />
year people come and say “I’d like to see the principal” and are sort of taken aback that<br />
it’s a woman.
390 YVONNE TABIN & PETER COLEMAN<br />
In addition, these recent appointees still have to work har<strong>de</strong>r than the men to<br />
prove to others that they merit their positions.<br />
Almost all recent appointees cited the effects of affirmative action. “I think in<br />
some ways it helped to be a woman,” stated one principal; “it’s very seldom that<br />
I’ve found that being a woman has worked against me.” But there is uneasiness<br />
about hiring on this basis. One principal spoke forthrightly:<br />
In our school district this last year I believe there were seven administrative positions and<br />
six of them went to women because the district felt that the time was right for women to<br />
g<strong>et</strong> these positions and I don’t like that at all. I think that that’s a real insult.<br />
At the same time several cited resistance to affirmative action. One recent<br />
appointee applied for a principalship several times in her former district. One of<br />
her friends suggested to her that, “it’s because I’m a woman that I did not g<strong>et</strong><br />
anything, because we’re in the backlash.” Although affirmative action may,<br />
initially, raise awareness of imbalances (based on race, gen<strong>de</strong>r, or other distinctions),<br />
it rapidly becomes insulting to those for whom it has been established,<br />
and som<strong>et</strong>imes provokes negative responses.<br />
All earlier appointees reported on the effects of tokenism, exclusion, discrimination,<br />
chauvinism, and harassment from male colleagues. When she was<br />
appointed, said one principal, “most of the women who were applying for jobs<br />
at that time had their Master’s programs. And very few of the men did. They<br />
were playing the old-boy n<strong>et</strong>work.” There was an absence of career-building<br />
direction from men. Even after they had become principals, these women reported,<br />
their male colleagues reacted negatively to their activities and lea<strong>de</strong>rship:<br />
“When I was at [my first school], the school was som<strong>et</strong>imes referred to as the<br />
‘dollhouse.’” These women encountered much sex-role stereotyping and fought<br />
a double standard regarding their conduct. Personal traits and actions that would<br />
have been accepted quite calmly in men were criticized in them. As the only, or<br />
one of the first few, woman administrators in their districts, they were watched<br />
carefully:<br />
I think I have to do b<strong>et</strong>ter because I always think people want me to fall on my face.<br />
They want it to say, “Oh, it’s just that woman. She’s crazy.” And so I have to make sure<br />
that message doesn’t g<strong>et</strong> out.<br />
Two earlier appointees mentioned that the time was right for them, as women<br />
were beginning to obtain principalships. One principal spoke positively about the<br />
fairness of her district’s hiring practices: “I think that the applications were<br />
consi<strong>de</strong>red by merit and they sort of went over backwards to be fair to the men<br />
when women started to produce b<strong>et</strong>ter resumés than the men did.”<br />
Earlier appointees recognize that women were usually not hired as administrators<br />
at the time when they became principals and often this, as well others’<br />
perception of affirmative action, intensified their resolve to become principals:
WOMEN PRINCIPALS IN BRITISH COLUMBIA 391<br />
When I went in to be interviewed [as a principal for the first time] I was waiting with a<br />
fellow and I could tell that he was surprised that I was there. He was next in. When the<br />
fellow that was in the room at that time came out he looked at me and he said, “Oh,<br />
you’ll probably g<strong>et</strong> this because you’re a woman.” And, you know, I can remember<br />
thinking, “You’re damn right I’ll g<strong>et</strong> it.” It seemed like he ma<strong>de</strong> me so d<strong>et</strong>ermined where<br />
I don’t think I was that d<strong>et</strong>ermined before.<br />
Despite their often negative experiences these women did not perceive themselves<br />
to have been subject to discrimination.<br />
By far the largest non-professional influence on these women’s careers is<br />
their family. Although they laugh and exclaim about how difficult it is to<br />
manage a career and family, they do not seem particularly overwhelmed by all<br />
they are doing. Two earlier appointees did mention “not being able to do it all.”<br />
Despite this, all the women with children, particularly the recent appointees with<br />
younger children, do appear to be doing it all. Given that many of these women<br />
worked when their children were small, surprisingly few mentioned concern over<br />
childcare.<br />
Their hearts are not at home — at least not b<strong>et</strong>ween 8:00 a.m. and 5:00 p.m.<br />
Monday to Friday. To say this is not to <strong>de</strong>ny these women’s feelings for their<br />
children. It is their careers and lifestyles, rather than their feelings, that do not<br />
conform to the traditional view of motherhood. To the outsi<strong>de</strong> observer, these<br />
women, who make time str<strong>et</strong>ch to fit their needs, are exceptional.<br />
For both new and experienced principals the most satisfying aspect of their<br />
job concerns children and teachers. Satisfaction comes from seeing pleasing and<br />
rewarding results before one’s eyes, that is, stu<strong>de</strong>nt and teacher success, and not<br />
from pay cheques, status, or praise from superiors. Most of these women said<br />
they enjoy their jobs and look forward to coming to work each day. They find<br />
their work challenging and meaningful. Stated one principal: “I like being an<br />
administrator. I’m never bored. I don’t have time to be bored and I am grateful<br />
for that. I really like my job.”<br />
Recent appointees feel very lucky. They have enjoyed everything they have<br />
done and they feel rewar<strong>de</strong>d and gratified. They are, however, concerned about<br />
<strong>de</strong>creasing contact with children as they move further and further away from the<br />
classroom. Said one principal:<br />
People tease and they say, “So, assistant superinten<strong>de</strong>nt,” and I think there’s a <strong>de</strong>sperate<br />
need for assistant superinten<strong>de</strong>nts to be women, but I’m not sure that’s what I want. The<br />
frustration I feel in this job is the not immediate contact with children.<br />
When asked to discuss job satisfaction, none of the earlier appointees expressed<br />
concern about <strong>de</strong>creased contact with children in the principalship and only<br />
one earlier appointee spoke of feeling lucky.<br />
It is ironic that the women who have been much more <strong>de</strong>liberate and instrumental<br />
in <strong>de</strong>veloping their careers and aiming for the principalship cite luck so
392 YVONNE TABIN & PETER COLEMAN<br />
often. Hard work, <strong>de</strong>dication, and careful choices seem to have been much more<br />
important to their career success than luck. And the group of women who more<br />
often found themselves in promising situations acci<strong>de</strong>ntally, without having used<br />
much <strong>de</strong>liberate control, do not mention luck. From the perspective of these<br />
earlier appointees, however, g<strong>et</strong>ting to the principalship may not have been a<br />
matter of luck at all, but, rather, a course requiring much hard work and perseverance<br />
given the difficulties and obstacles before them. Perhaps when new<br />
women principals compare themselves to earlier appointees, they feel particularly<br />
lucky, as women, to have achieved what they have more easily.<br />
All recent appointees are, not surprisingly, interested in expanding on their<br />
experience as principals. About half would like to pursue their administrative<br />
careers at the district level as directors in curriculum <strong>de</strong>velopment, professional<br />
<strong>de</strong>velopment, or special education, and the other half aspire to the superinten<strong>de</strong>ncy.<br />
Interestingly, not one of these women in<strong>de</strong>pen<strong>de</strong>ntly mentioned becoming<br />
superinten<strong>de</strong>nt. Asked directly if she would be interested, one new principal<br />
confi<strong>de</strong>d, “I was going to say [superinten<strong>de</strong>nt], but I thought, no, assistant<br />
superinten<strong>de</strong>nt.”<br />
Over half the earlier appointees plan to remain a principal with possibly one<br />
last principalship at a different school before r<strong>et</strong>irement. Several mentioned<br />
directorships or district principalships and hope to move on in this direction<br />
from their schools. Three earlier appointees mentioned specifically not having<br />
had a <strong>de</strong>sire to be a superinten<strong>de</strong>nt and one revealed that she had thought about<br />
it early in her career but had given up on it a long time ago because of family<br />
responsibilities.<br />
It is interesting that no earlier appointees mentioned an interest in the superinten<strong>de</strong>ncy<br />
even though some are still of an age to aspire to that position. Prior<br />
expectation and sex-role socialization may be important here. These women did<br />
not aspire to the principalship until well into their careers, having seen very few<br />
women principals. And aspiring to the superinten<strong>de</strong>ncy might, in their eyes, have<br />
been ludicrous, and certainly beyond reach. The higher aspirations of the recent<br />
appointees are un<strong>de</strong>rstandable within the context of their professional, social, and<br />
cultural experience, and realistic given their prior expectation and career orientation.<br />
When asked to give advice to prospective women principals both earlier and<br />
recent appointees offered much, freely. Earlier appointees advise women to be<br />
prepared to do anything the job entails. These principals advise women not to<br />
try to comp<strong>et</strong>e with men, but to <strong>de</strong>al with male colleagues on an intellectual<br />
level, and not to feel that as women they’re less able. They encourage women<br />
to work differently and to eschew traditional male mo<strong>de</strong>ls:<br />
I think that the most important thing is to be yourself and don’t be afraid to be a woman.<br />
You don’t have to outman the men. You don’t have to be hard and tough and so on. You<br />
can still be feminine.
WOMEN PRINCIPALS IN BRITISH COLUMBIA 393<br />
Another experienced principal advises female candidates to “look at what we are<br />
as women and bring it to the job rather than try to comp<strong>et</strong>e with men. Don’t go<br />
for the traditional male mo<strong>de</strong>l. You don’t have to do it that way.” Earlier<br />
appointees encourage capable women to consi<strong>de</strong>r the principalship and to go for<br />
it if they want it: “Don’t be ashamed of ambition because I think some women<br />
are...there’s nothing wrong with it.”<br />
Recent appointees gave much specific advice concerning traditional feminine<br />
attributes: be caring, be personal, be supportive, be compassionate. Both groups<br />
contribute to the impression of a new and <strong>de</strong>veloping role for women in the<br />
principalship.<br />
SUMMARY<br />
Although the experiences of individual women within these groups vary, we<br />
have <strong>de</strong>veloped composite sk<strong>et</strong>ches that show the sharp contrasts b<strong>et</strong>ween the<br />
groups.<br />
The Earlier Principal<br />
The earlier appointee enjoyed school and performed well. She always knew she<br />
would be a teacher because, for the most part, there were few choices open to<br />
her as a woman. She began teaching young, with no expectation of becoming a<br />
principal. Along the way she married and had several children, staying at home<br />
full-time for a year or two when they were born, r<strong>et</strong>urning to work part-time<br />
quickly, and then full-time by the time her children were four or five years old.<br />
As a teacher she did not in<strong>de</strong>pen<strong>de</strong>ntly seek new assignments. She received<br />
unsought attention as a by-product of good teaching. She was asked to apply for<br />
her first administrative position and encouraged to move in that direction. She<br />
thought she could do the job as well as other principals she had seen, was<br />
intrigued by the new challenge and so became a principal after more than 15<br />
years as a teacher. She was the best candidate, hired not because of affirmative<br />
action, but at a time when women were just beginning to join administrative<br />
ranks in greater numbers. Part of her motivation inclu<strong>de</strong>d boredom with the<br />
classroom role.<br />
Along the way to becoming a principal she received no pre-administrative<br />
mentoring. While a principal, she compl<strong>et</strong>ed a Master’s <strong>de</strong>gree in education,<br />
part-time while working. She began her administrative career in a small school<br />
and is now in her third school. As a principal, her top priority is children. Other<br />
major priorities are working through teachers to best teach and accommodate<br />
children, and <strong>et</strong>hos building.<br />
During her career, the earlier appointee suffered many negative consequences<br />
of being a woman. She received little career-building support, and was exclu<strong>de</strong>d<br />
from the old-boys’ n<strong>et</strong>work. She had to contend with male colleagues’ negative
394 YVONNE TABIN & PETER COLEMAN<br />
reactions to her and with harassment by them. She had to work har<strong>de</strong>r to become<br />
a principal and had to continue prove herself once there. She felt a<br />
responsibility to do well for the sake of those women coming up behind her.<br />
Along the way, she began to perceive that women often do things differently.<br />
She <strong>de</strong>ci<strong>de</strong>d not to comp<strong>et</strong>e with men, but rather to be a principal in her own<br />
individual non-male way.<br />
The earlier appointee enjoys her job and especially likes working with good<br />
teachers. She feels rewar<strong>de</strong>d and gratified, and has no regr<strong>et</strong>s about her career.<br />
She often found the <strong>de</strong>mands of family, husband, career, and studies difficult<br />
and pressing, but not daunting. A preference not to lose contact with children,<br />
as well as family responsibilities prevented her from seriously consi<strong>de</strong>ring the<br />
superinten<strong>de</strong>ncy.<br />
The Recent Principal<br />
The recent appointee also liked school and performed well. She ma<strong>de</strong> the <strong>de</strong>cision<br />
to become a teacher freely, not because of limited options. She liked<br />
working with children and wanted to teach others. She was also fairly young as<br />
a new teacher. The i<strong>de</strong>a of being an administrator occurred to her, and grew,<br />
while she taught.<br />
She sought vari<strong>et</strong>y in her teaching, at a number of levels. She has always had<br />
a focus on learning and constantly sought new experience and new assignments.<br />
She became known in her district for her teaching and also for school and<br />
district lea<strong>de</strong>rship. She took on extra responsibilities for more challenge. Unlike<br />
the earlier appointee, she <strong>de</strong>liberately managed her career to enhance promotability.<br />
She was bored in the classroom and nee<strong>de</strong>d a new challenge. She knew she<br />
could be a good principal and knew what to do to g<strong>et</strong> there. She took the initiative<br />
to apply for an administrative posting.<br />
The recent principal was appointed, she believes, because of her good track<br />
record as a teacher, because she was well-qualified with a specialty area, and<br />
also because of affirmative action. Along the way the recent appointee was also<br />
mentored by the male principal with whom she worked as a vice-principal. His<br />
support, which was provi<strong>de</strong>d and not sought, was active and guiding.<br />
As a principal her top priority is that children learn. Developing the school as<br />
a warm, comfortable, safe place for children — building climate — is also important.<br />
And working with teachers, facilitating and acting as an instructional<br />
lea<strong>de</strong>r, is also at the top of her list of priorities.<br />
Because the recent appointee is now among a number of women administrators<br />
in her district, she does not suffer the effects of tokenism. But sex-role<br />
stereotyping from others continues, as do the double standard and behavioral<br />
stereotyping for women principals. She believes, however, that the feminine<br />
characteristics she accentuates in her everyday work — un<strong>de</strong>rstanding, warmth,<br />
empathy, nurturing — are a hallmark of women’s administrative style.
WOMEN PRINCIPALS IN BRITISH COLUMBIA 395<br />
The recent appointee loves her job and is happy to work with good teachers.<br />
She feels very lucky, and has no regr<strong>et</strong>s about her career. She wants to gain<br />
more experience as a principal, then plans for a position at the district office,<br />
either a directorship or the superinten<strong>de</strong>ncy. She advises administrative aspirants<br />
to gain credibility as teachers, and, before they become principals, to sort out<br />
their beliefs and philosophy and to <strong>de</strong>velop a vision of what they wish to accomplish.<br />
She believes they should use their unique characteristics as women to best<br />
advantage to simply be good women principals.<br />
CONCLUSION<br />
The differences we found b<strong>et</strong>ween the careers of recent and earlier women<br />
appointees to the principalship <strong>de</strong>monstrate significant changes over the last few<br />
years in the social context and work of women principals in elementary schools.<br />
Although the recent women principals we interviewed may still have to prove<br />
themselves to outsi<strong>de</strong>rs, and still do face sex-role stereotyping from soci<strong>et</strong>y as<br />
well, they are now at least accepted and supported by their male peers, unlike<br />
earlier appointees. New women principals also <strong>de</strong>monstrate greater career initiative<br />
than their earlier counterparts and are more active in their planning and pursuit<br />
of career goals; they show much less false mo<strong>de</strong>sty about their attainments<br />
and prospects. They also have a greater range of experience in both teaching and<br />
administrative areas and, aspiring to district management as they all do, their<br />
upward career orientation is greater than that of earlier appointees.<br />
The differences summarized above reflect growth and change in educational<br />
administration. Earlier female appointees were not accepted as equals by the<br />
male majority of principals with whom they worked. They remained on the outsi<strong>de</strong><br />
and chose to do so because they were not male principals and realized that,<br />
<strong>de</strong>spite effort, they could never become a natural part of the group. In proceeding<br />
to be themselves and following their own individual paths they realized that<br />
they were different. They found their own voices, their voices as women.<br />
Recent women appointees also perceive themselves as different. They have<br />
gone one step further, however, accentuating and highlighting the feminine character<br />
of their lea<strong>de</strong>rship. To apply Carol Gilligan’s (1982) phrase, these women<br />
speak collectively as principals “in a different voice.” What they clearly articulate<br />
as theirs is a lea<strong>de</strong>rship stamped by the fact that they are women. In their<br />
commentary on their lives, their experiences, and their goals these women,<br />
wh<strong>et</strong>her feminist or not, individually have articulated distinctive values and are<br />
beginning to reshape the world of educational administration to inclu<strong>de</strong> the<br />
woman’s voice.<br />
REFERENCES<br />
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Educational Research, 51, 311–343.
396 YVONNE TABIN & PETER COLEMAN<br />
Biklen, S. K. (1986). “I have always worked”: Elementary schoolteaching as a career. Phi Delta<br />
Kappan, 67, 504–508.<br />
Biklen, S. K., Dwyer, C. A., Koester, L. S., Pollard, D., Scheuneman, J. D., & Shakeshaft, C. (1983).<br />
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Charters, W. W., Jr., & Jovick, T. D. (1981). The gen<strong>de</strong>r of principals and principal/teacher relations<br />
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readings (pp. 24–31). Washington, DC: National Association for Women Deans, Administrators<br />
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Harvard University Press.<br />
Kanter, R. M. (1977). Men and women of the corporation. New York: Basic Books.<br />
McLaughlin, M. W., & Yee, S. M. (1988). School as a place to have a career. In A. Lieberman<br />
(Ed.), Building a professional culture in schools (pp. 23–44). New York: Teachers College Press.<br />
Meskin, J. D. (1974). The performance of women school administrators: A review of the literature.<br />
Administrator’s Notebook, 23(1), 1–4.<br />
Meskin, J. D. (1979). Women as principals: Their performance as educational administrators. In<br />
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Berkeley, CA: McCutchan Publishing.<br />
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Beverly Hills, CA: Sage Publications.<br />
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administration. New York: Praeger Publishers.<br />
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Handbook of research on educational administration (pp. 123–141). New York: Longman.<br />
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New York: Aca<strong>de</strong>mic Press.
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Porat, K. L. (1985). The woman in the principal’s chair in Canada. Phi Delta Kappan, 66, 297–301.<br />
Prolman, S. (1982). Gen<strong>de</strong>r, career paths and administrative perceptions. Administrator’s Notebook,<br />
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A report from the Oregon N<strong>et</strong>work. In P. A. Schmuck, W. W. Charters, Jr., & R. O. Carlson<br />
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Yvonne Tabin is a doctoral candidate and P<strong>et</strong>er Coleman a professor in the Faculty of Education,<br />
Simon Fraser University, Burnaby, British Columbia, V5A 1S6.
Exploring Men’s Experiences as<br />
Elementary School Teachers<br />
Rebecca Priegert Coulter<br />
Margar<strong>et</strong> McNay<br />
university of western ontario<br />
Seven men, beginning their careers as elementary school teachers, talked with us in individual<br />
and group interviews about their experiences as men working with young children.<br />
We i<strong>de</strong>ntify various issues these men confronted as they attempted to create for themselves<br />
a place in a work world traditionally thought more suited to women. Reflecting on<br />
their comments and stories, we discuss assumptions and stereotypes about men in nontraditional<br />
occupations, and consi<strong>de</strong>r wh<strong>et</strong>her men have a unique contribution to make to<br />
teaching in elementary schools. We conclu<strong>de</strong> that the call for “more men in elementary”<br />
oversimplifies complex issues and leaves unexamined the political nature of that call.<br />
Dans le cadre d’entrevues individuelles <strong>et</strong> en groupe, sept hommes au début <strong>de</strong> leur<br />
carrière d’enseignant au primaire ont parlé avec les auteures <strong>de</strong> leurs expériences en tant<br />
qu’hommes travaillant auprès <strong>de</strong> jeunes enfants. <strong>Le</strong>s auteures i<strong>de</strong>ntifient les divers<br />
problèmes auxquels ces hommes ont fait face en essayant <strong>de</strong> se tailler une place dans un<br />
mon<strong>de</strong> <strong>de</strong> travail traditionnellement considéré comme mieux adapté à <strong>de</strong>s femmes.<br />
Réfléchissant sur leurs commentaires <strong>et</strong> leurs expériences, les auteures analysent les idées<br />
préconçues <strong>et</strong> les stéréotypes au suj<strong>et</strong> <strong>de</strong>s hommes dans <strong>de</strong>s professions non traditionnelles<br />
<strong>et</strong> se <strong>de</strong>man<strong>de</strong>nt si les hommes ont quelque chose <strong>de</strong> spécial à apporter dans<br />
l’enseignement au primaire. Elles concluent que l’appel visant à multiplier le nombre<br />
d’hommes au primaire simplifie à l’extrême <strong>de</strong>s questions complexes en faisant<br />
abstraction <strong>de</strong> la nature politique <strong>de</strong> c<strong>et</strong> appel.<br />
In her critique of research in the sociology of education, Acker (1983) i<strong>de</strong>ntifies<br />
as problematic the absence of good studies on gen<strong>de</strong>r relations in teaching; she<br />
specifically asks why teaching children “is regar<strong>de</strong>d as an occupation suitable<br />
only for women” (p. 134). Her concern is well-placed, for there has been little<br />
analysis of wh<strong>et</strong>her men have a unique contribution to make to elementary teaching.<br />
As a step toward a b<strong>et</strong>ter un<strong>de</strong>rstanding of gen<strong>de</strong>r relations and the sexual<br />
division of labour in teaching, we document seven men’s perceptions of their<br />
work as elementary teachers and of the issues they confront as they create for<br />
themselves a place in a work world focused on children and traditionally seen<br />
as more suited to women.<br />
The call for “more men in elementary” has arisen sporadically in Canada and<br />
the United States since the 1950s, and is intensifying, especially in Ontario,<br />
where the proportion of full-time male elementary public school teachers has<br />
<strong>de</strong>clined in the last 10 years from 33% to 26% 1 (Walker, 1992). Support for this<br />
398 CANADIAN JOURNAL OF EDUCATION 18:4 (1993)
MEN AS ELEMENTARY SCHOOL TEACHERS 399<br />
call rests largely on the claim that male teachers serve as role mo<strong>de</strong>ls for boys<br />
and father substitutes for children from female-hea<strong>de</strong>d, lone-parent families.<br />
Voiced most regularly by presi<strong>de</strong>nts of the Ontario Public School Teachers’ Fe<strong>de</strong>ration<br />
(OPSTF), the affiliate of the Ontario Teachers’ Fe<strong>de</strong>ration representing<br />
all male pubic school teachers in the province 2 (e.g., <strong>Le</strong>wis, 1993; Martin, 1989),<br />
this claim has both professional and popular support. The Faculty of Education<br />
at the University of Toronto, for example, in glossy advertising aimed specifically<br />
at men, claims that “the absence of male role mo<strong>de</strong>ls at the elementary school<br />
level adversely affects the provision of quality education.” School boards, too,<br />
publically agree on the need to hire more men for the primary gra<strong>de</strong>s. In 1992<br />
hiring projections, the Board of Education for the City of London (Ontario) indicated<br />
to prospective applicants that the “Primary Division (Male)” was one area<br />
where hiring would occur. School boards i<strong>de</strong>ntify “male elementary teachers” as<br />
a “specialty” where shortages are occurring nationally (Canadian Education Association,<br />
1992).<br />
Significant questions are begged when being male is seen as a teaching<br />
specialty, when male elementary teachers are valued primarily as role mo<strong>de</strong>ls,<br />
and when “quality education” is <strong>de</strong>fined as <strong>de</strong>pen<strong>de</strong>nt upon the presence of male<br />
teachers. “Despite the impassioned plea for more men in early education,” write<br />
Robinson, Skeen, and Flake-Hobson (1980), “the data supporting this need . . .<br />
[are] weak . . . sparse . . . and inconsistent” (p. 234). Gold and Reis (1982) note<br />
that “most of the arguments and research in this area have not attempted to use<br />
a theor<strong>et</strong>ical construct, but have relied upon common sense, an alluring but<br />
som<strong>et</strong>imes untrustworthy gui<strong>de</strong>” (p. 495, italics ad<strong>de</strong>d). Their review of research<br />
conclu<strong>de</strong>s that claims for male elementary teachers as important same-sex role<br />
mo<strong>de</strong>ls are not supported empirically: boys who have male teachers do not have<br />
fewer problems in school nor are they b<strong>et</strong>ter adjusted; boys from father-absent<br />
homes do not imitate or rely more on male teachers than other boys. Robinson<br />
(1981) finds little evi<strong>de</strong>nce that more men in elementary schools will counterbalance<br />
the “feminized” environment of those schools or enhance boys’ learning.<br />
Pleck (1981) finds no evi<strong>de</strong>nce that female teachers encourage “feminine”<br />
pursuits or that boys see school as “feminine.” He suggests these notions are<br />
more stereotypical than factual, and conclu<strong>de</strong>s: “Most of the studies of the effect<br />
of the sex of the teacher on stu<strong>de</strong>nt performance examine only boys’ performance,<br />
as if this were the only grounds on which to <strong>de</strong>ci<strong>de</strong> [italics ad<strong>de</strong>d] wh<strong>et</strong>her<br />
to increase the proportion of male teachers” (p. 126). Allan’s (1993) review of<br />
the literature leads him to conclu<strong>de</strong> that calls for “more men in elementary” are<br />
based largely on “folk theories” unsupported by research.<br />
By the early 1980s, sex-role theory was “an event in psychology’s history”<br />
(Pleck, 1987, p. 38), discar<strong>de</strong>d as conceptually unstable, and practically and<br />
empirically ina<strong>de</strong>quate (Carrigan, Connell, & <strong>Le</strong>e, 1987). Segal (1990), acknowledging<br />
its superficial appeal, outlines its flaws:
400 REBECCA PRIEGERT COULTER & MARGARET MCNAY<br />
It assumes a consistent and uniform s<strong>et</strong> of social expectations about men and women<br />
universally shared within any soci<strong>et</strong>y, positing a non-existent homogeneity to social life.<br />
It supposes a conformity to social expectations . . . , positing a non-existent uniformity<br />
of individual behaviour. The complex dynamics of gen<strong>de</strong>r i<strong>de</strong>ntity, at both the social and<br />
individual level, disappear in sex role theory, as abstract opinions about “difference”<br />
replace the concr<strong>et</strong>e, changing power relations b<strong>et</strong>ween men and women. Sex-role theory<br />
fails to explain either the passion or the pain of rigid adherence to dominant gen<strong>de</strong>r<br />
stereotypes of some, resilient resistance to them on the part of others, or confused or<br />
contradictory combinations of the two in y<strong>et</strong> others. (p. 69)<br />
Goodman (1987) <strong>de</strong>monstrates the ina<strong>de</strong>quacy of a theor<strong>et</strong>ical position rationalizing<br />
a call for more men in elementary schools solely in terms of role mo<strong>de</strong>ls.<br />
Male teachers, he reports, hold wi<strong>de</strong>ly different views about their roles. Some<br />
consciously seek to perp<strong>et</strong>uate and reinforce traditional, narrowly conceived<br />
gen<strong>de</strong>r roles for boys and girls; others, recognizing that girls may experience<br />
discrimination, adopt a liberal, individualist approach to teaching and <strong>de</strong>fine their<br />
task as providing equal opportunities for girls to do what boys do. Few male<br />
elementary teachers i<strong>de</strong>ntify themselves as profeminist, or see their roles in terms<br />
of an actively anti-sexist pedagogy. In<strong>de</strong>ed, Goodman and Kelly (1988) suggest<br />
that “physical presence is not enough. The need is not for men who simply pass<br />
on the traditional male-centred culture unproblematically. To make a significant<br />
difference, we need more men who will mediate culture from an anti-sexist<br />
perspective” (p. 1).<br />
Goodman’s and Kelly’s (1988) work is part of a growing literature asking men<br />
to talk about their work as teachers and making an effort to un<strong>de</strong>rstand their<br />
complex, often contradictory experiences (Allan, 1993; Skelton, 1991). As<br />
Morgan (1981) argues, “Taking gen<strong>de</strong>r into account is ‘taking men into account’<br />
and not treating them . . . as the normal subjects of research” (p. 93). Layland<br />
(1990) reinforces this observation:<br />
The latent effect of seeing feminist research as exclusively about women’s lives is that<br />
it allows things male to go uninvestigated, almost as though the i<strong>de</strong>a of the male-as-norm<br />
were not being questioned any more. However, we must <strong>de</strong>mystify power and its<br />
components, one of which is the production of “masculinity” and “masculine” behaviour.<br />
(p. 129)<br />
Studying men who do traditional women’s work — in this case, male elementary<br />
teachers — can be particularly informative: in the context of their experiences,<br />
“gen<strong>de</strong>r is highly problematized and [these men] negotiate the meaning of masculinity<br />
every day” (Allan, 1993, p. 114).<br />
We report here on seven men beginning their careers as elementary teachers.<br />
All are white and middle class; at the time of the study they ranged in age from<br />
28 to 40. Five were married, four with children. George and Doug taught Gra<strong>de</strong><br />
1; James, Gra<strong>de</strong> 3; <strong>Le</strong>e, Gra<strong>de</strong> 3 and Gra<strong>de</strong> 4; Buck; Gra<strong>de</strong> 4; and Dave and
MEN AS ELEMENTARY SCHOOL TEACHERS 401<br />
Jerry, Gra<strong>de</strong> 5. Prior to entering the B.Ed. program, George had been a church<br />
minister and Doug a counsellor in a boys’ home; James had been an architect;<br />
<strong>Le</strong>e had worked on his family’s farm and as a research assistant for Agriculture<br />
Canada; Buck had worked in construction and in furniture sales and restoration,<br />
and as an ai<strong>de</strong> in his mother’s special education class; Dave had been a performer<br />
and teacher of music; and Jerry had had management training in banking and<br />
had taught economics at a community college. These men, bringing such a rich<br />
background of work experience to teaching, may be atypical of male elementary<br />
teachers. We think it likely, nevertheless, that the issues that arose for them also<br />
exist for other men in this profession.<br />
Our primary source of data is a s<strong>et</strong> of transcripts of focused group interviews<br />
(Cohen & Manion, 1989) conducted following the close of the men’s preservice<br />
year and at approximately two-month intervals after that until the end of their<br />
first year of teaching. We asked them about their experiences as men in their<br />
predominantly female education classes and with the predominantly female staffs<br />
in the schools where they were first stu<strong>de</strong>nt teachers and later staff teachers.<br />
Several kept a log of experiences and inci<strong>de</strong>nts they <strong>de</strong>emed relevant to the<br />
theme of the study. We also interviewed each man about his life history.<br />
The men in this study volunteered to participate because they already had<br />
some questions about the nature of their work as male elementary teachers. The<br />
camara<strong>de</strong>rie and support promised by the group structure was an incentive as<br />
well. We acknowledge that our questions about gen<strong>de</strong>r issues and teachers’ roles<br />
encouraged the men to be more reflective about their personal and professional<br />
practice than they might otherwise have been. Doug commented: “Being in the<br />
group has certainly coloured my observations and the way I’ve encountered my<br />
experiences. I see more <strong>de</strong>eply than I otherwise would.” George concurred:<br />
Reflecting on the discussion helps to shape [your behaviour]. You think twice about how<br />
you’re going to approach [som<strong>et</strong>hing] or how you’re going to say som<strong>et</strong>hing. You reflect<br />
back on [things] and say, “I shouldn’t have done that.” It’s all consciousness-raising.<br />
In the sections that follow, we <strong>de</strong>scribe and comment on themes arising from<br />
a year’s discussions with these men. We reflect on assumptions and stereotypes<br />
about men in non-traditional occupations, and consi<strong>de</strong>r how men might make a<br />
unique contribution to elementary teaching.<br />
ENTERING THE PROFESSION<br />
The men expressed various reasons for choosing to teach at the elementary level,<br />
although all agreed they enjoyed working with children.<br />
Dave: I have found kids in that age range . . . really exciting to teach. No matter what<br />
sort of abilities they had, they were just fun. There is som<strong>et</strong>hing about the attitu<strong>de</strong><br />
that goes with the age that I find <strong>de</strong>lightful.
402 REBECCA PRIEGERT COULTER & MARGARET MCNAY<br />
Some thought, or at least hoped, that as men they had a particular contribution<br />
to make.<br />
Doug: [We can teach children] about the nature of women and . . . men. I think certain<br />
i<strong>de</strong>as are s<strong>et</strong>tled . . . in kids at that age . . . for all time — [i<strong>de</strong>as] about who can<br />
nurture and who can’t. ...I’msure in a lot of homes . . . [children] see . . .<br />
women as the nurturers and the father as the man who goes out and provi<strong>de</strong>s<br />
for the family . . . and unless they g<strong>et</strong> som<strong>et</strong>hing that opposes that in their<br />
education . . . they are going to be stuck with this belief. ...An<strong>de</strong>verything<br />
they learn from then on is going to be conditioned by these <strong>de</strong>eply held [i<strong>de</strong>as]<br />
about the nature of men and women. To the extent that we can show them a<br />
different way — show them [how] to see women and men differently — they are<br />
[going to be] more open to expressing themselves, caring about other people,<br />
and showing that they care, and [so on]. It’s such a small [thing] but important.<br />
<strong>Le</strong>e: It is in the kids’ interest . . . to have male teachers. ...Ifyouwant a soci<strong>et</strong>y<br />
that is not sexist . . . then [school] is a one of the places where we have to . . .<br />
[make] changes.<br />
The men saw themselves, by their very presence, <strong>de</strong>monstrating both an alternative<br />
career choice for men and less traditional i<strong>de</strong>as about what it means to be<br />
a man. They saw their contribution consisting “not in ‘acting like a man’ for<br />
children, but in disproving the i<strong>de</strong>a that men need to act in some special ‘manly’<br />
way” (Seifert, 1973, p. 168).<br />
Dave, recalling an episo<strong>de</strong> from his stu<strong>de</strong>nt-teaching days, pointed to another<br />
reason for choosing to teach at the elementary level:<br />
Those [boys in the class] worked in different ways. ...And...thewaythey worked<br />
and probably always worked will never be valued by the school system. Whereas the way<br />
the girls were working . . . was just what we all love to see. ...[This is] the way I felt<br />
about much of my elementary schooling. ...Thestandard was always the way these girls<br />
were working. ...An<strong>de</strong>verything was compared to that.<br />
Dave wanted to change what teachers tend to value in stu<strong>de</strong>nts, especially what<br />
they value in boys — to confront a school culture which, <strong>de</strong>spite research to the<br />
contrary (Greenberg, 1985), he saw as d<strong>et</strong>rimental to boys’ learning.<br />
Although each man had “taken it for granted” that he might teach young children,<br />
friends and family members often thought differently. Doug “never had to<br />
justify going into teaching but . . . did have to justify the choice of elementary.”<br />
Jerry, attending “bank functions” with his wife, found that<br />
[People] say, “Well, what do you do?”<br />
“I teach school.”<br />
“High school?”<br />
“No, kids 10 or 11 years old.”<br />
“You’re kidding; really?” And that’s all they say.
MEN AS ELEMENTARY SCHOOL TEACHERS 403<br />
The men were not unaware of the “need” for more men in elementary schools,<br />
and some were surprised at how few registered at this level in the preservice<br />
program. They were even more surprised to find they were among the last to be<br />
hired. “I have been told there is a big <strong>de</strong>mand for male teachers,” Jerry said,<br />
“[but] I haven’t seen a contract y<strong>et</strong>.” Expecting to benefit from their privileged<br />
status as men, and to be snapped up by school boards, they were frustrated and<br />
resentful when it did not happen.<br />
Doug: My interviews have gone well and I have l<strong>et</strong>ters saying, “You have been recommen<strong>de</strong>d<br />
to be hired as soon as possible.” There was a girl [sic] who didn’t g<strong>et</strong><br />
a l<strong>et</strong>ter because she had done so poorly on her interview and her aca<strong>de</strong>mic<br />
background was spotty. ...Then I got the news she had been hired. ...Ijust<br />
couldn’t believe it. ...[Iwasangry] at the system.<br />
Here was an apparent contradiction b<strong>et</strong>ween the popular notion that more men<br />
are wanted in elementary schools, and the actual practice of school boards.<br />
ISSUES OF SEX AND SEXUALITY<br />
Some men found themselves welcomed enthusiastically by hiring committees and<br />
colleagues; others sensed an unspoken suspicion about sexual orientation. “Why<br />
do you want to teach elementary school?” interviewers asked, but in tones that<br />
suggested the real question was, “Is there som<strong>et</strong>hing wrong with you?”<br />
Buck: The first question I was asked was, “Why [elementary]?” All of a sud<strong>de</strong>n I felt<br />
like I was <strong>de</strong>fending myself against these three people. It was like a tag team—<br />
attack the male.<br />
George: In one instance it was very blatant: a woman [principal] . . . who had difficulty<br />
with a man coming into primary and who won<strong>de</strong>red what was wrong with me,<br />
which was very uns<strong>et</strong>tling.<br />
Other teachers, principals, and acquaintances were also suspicious, som<strong>et</strong>imes<br />
openly and explicitly.<br />
Jerry: I had a teacher say to me, “Why are you going into high school? You’ve taught<br />
at [a Community College]?” I said, “No, I’m going into [elementary].” “You’re<br />
going to teach little kids?” I said, “Yes.” She said, “Are you queer?”<br />
Such references to sexual orientation hint at unfortunate misconceptions about<br />
men, masculinity, and homosexuality, which the men resented.<br />
Buck: It was like, “[Do] you <strong>de</strong>sire little girls?” and that’s what really annoys me<br />
about the whole thing. ...
404 REBECCA PRIEGERT COULTER & MARGARET MCNAY<br />
As Acker (1983) claims, men who teach children “run the risk of being bran<strong>de</strong>d<br />
as sexually <strong>de</strong>viant” (p. 134).<br />
The issue of male sexuality arose in other ways. How to show affection appropriately<br />
was a particular concern, since OPSTF gui<strong>de</strong>lines caution men about<br />
touching children. Buck questioned those gui<strong>de</strong>lines strenuously:<br />
Why is it . . . the women teachers are hugging the boys and girls but I have been told I<br />
have to be really careful about that ...?Idon’t feel I should have to — [if there’s] a<br />
little kid that’s fallen and hit her head and she’s crying — that I [should] have to catch the<br />
attention of another teacher [before I can] comfort her. ...AmIallowed to do this or<br />
not?<br />
The men soon came to believe concerns about touching had been overly<br />
magnified, and that, in <strong>Le</strong>e’s words, “You can still be a mature, normal human<br />
being and not worry about law suits . . . in this profession.” “What was most<br />
noticeable about [being a] male [teacher],” Buck commented, “was most of the<br />
time it wasn’t a big <strong>de</strong>al.” Nevertheless, his sexuality was inescapable.<br />
Buck: [It was only] when we went swimming and . . . you g<strong>et</strong> your clothes off . . .<br />
then [you g<strong>et</strong>] the comments. ...Itiswhen you g<strong>et</strong> down to what you do in<br />
physical education that I notice it more. The girls were talking more and<br />
coming around. When you g<strong>et</strong> the clothes off — it was kind of interesting<br />
actually.<br />
As he talked, Buck sud<strong>de</strong>nly seemed to realize what he was saying and quickly<br />
protested, “There was nothing sexual, God help me. ...They just don’t often<br />
see a male walking around in a bathing suit.”<br />
Increasing evi<strong>de</strong>nce of male sexual abuse of children has led to closer scrutinizing<br />
of the conduct of male teachers, and Buck’s hasty <strong>de</strong>nial of any sexual<br />
aspect to his relationships with stu<strong>de</strong>nts is un<strong>de</strong>rstandable. Wolpe (1988) has<br />
observed that, in general, teachers neither see nor acknowledge the part human<br />
sexuality plays in teacher-stu<strong>de</strong>nt relations. Certainly, none of the men in our<br />
study chose to discuss sexuality in the context of teaching, although we won<strong>de</strong>r<br />
if they might have done so with male researchers. Soci<strong>et</strong>al fears and contradictory<br />
messages about male sexuality undoubtedly serve to suppress any conscious<br />
analysis of this aspect of human relationships in the context of teaching.<br />
OTHER TEACHERS’ VIEWS OF MALE PRIMARY TEACHERS<br />
Men who expressed interest in teaching primary gra<strong>de</strong>s encountered explicit<br />
discouragement from other teachers, both male and female.<br />
Doug: I started to sense . . . that . . . the female . . . teachers . . . [thought] there was<br />
som<strong>et</strong>hing wrong with a male wanting to teach elementary; that kids at that age
MEN AS ELEMENTARY SCHOOL TEACHERS 405<br />
need to be hugged and . . . [males] are not going to be able to hug kids. ...I<br />
hear it expressed as blatantly as that and [I feel] a real resentment. ...Soyou<br />
hear one thing — [men] should be in elementary — then you hear . . . the exact<br />
opposite — kids need to be mothered, they need things men can’t give them.<br />
What is going on here?<br />
Jerry: I was told by a female teacher who had been teaching 13 years that men can’t<br />
teach primary. ...Shesaid men are not willing to run up and wipe a dirty nose<br />
...orlaceaboot...orlocate a lost mitt. She said, “You just won’t make it<br />
there.”<br />
Conceptions of men as unable or unwilling to care for young children (Seifert,<br />
1988) have more than a hint of biological d<strong>et</strong>erminism about them, and run<br />
counter to the men’s conceptions of themselves.<br />
As a Gra<strong>de</strong> 1 teacher, George found that no one really believed he could be<br />
committed to teaching young children:<br />
One reaction I have had from male colleagues ...isthesuggestion that once I g<strong>et</strong> this<br />
year behind me I would like to “move up” . . . and I say, “Oh, no, I’m hoping I’ll be so<br />
good they’ll keep me right here.” . . . I [told them] I had had a chance to take a higher<br />
gra<strong>de</strong> and chose this one. Then they look at [me] as if [I am] making it up.<br />
There is maybe a bit of a sense that it’s right for the women to have the primary<br />
gra<strong>de</strong>s and . . . that [I am] there for a year but [am] not really serious as a primary<br />
teacher and so [they think], “You’ll go, and why don’t you, because you don’t really care<br />
about primary that much.”<br />
At the beginning of the year, George had found the primary teachers “very<br />
supportive,” but even at the end of the year he could “still sense in the staff<br />
room...that they are not compl<strong>et</strong>ely used to [a man in Gra<strong>de</strong> 1]”:<br />
I g<strong>et</strong> the sense that these women are trying to sweep the primary division clean — which<br />
really bothers me because I keep thinking I have done a credible job and they are not<br />
looking at that si<strong>de</strong> of it.<br />
I really think some of them think this has been just a flash in the pan — that the old<br />
boy [the principal] ma<strong>de</strong> a mistake last year. It really hurts because I don’t want to move.<br />
And, George thought he knew why the other primary teachers wanted him to go:<br />
They want [the classrooms] back because that’s the way it was. ...It’stheroom, and<br />
they want the gra<strong>de</strong>. It is very specific what they are after. And they want that kitchen<br />
centre back, too. And those slates over there. ...[Those supplies] came with the room,<br />
but they want them back.<br />
In<strong>de</strong>ed, Acker (1983) has suggested that female primary teachers, having carved<br />
out an area of influence, may “[hold] on to it as one of the few arenas in which
406 REBECCA PRIEGERT COULTER & MARGARET MCNAY<br />
they [can] exert any power, even at the expense of further reinforcing stereotypes<br />
about women’s sphere” (p. 134).<br />
MEN’S VIEWS OF FEMALE TEACHERS AND OTHER MALE TEACHERS<br />
The tensions and contradictions of gen<strong>de</strong>r politics in schools were reflected in<br />
the men’s views of other teachers, particularly the female teachers. The men<br />
acknowledged the unrecognized contribution women make to education, and the<br />
support many female teachers offered them as first-year teachers. They also saw<br />
the “old boys’ n<strong>et</strong>work” still operating. “Really,” Dave observed, “it is not fair<br />
by any objective standard . . . the way women are treated in education.” Doug’s<br />
wife had just been passed over for an appointment as <strong>de</strong>partment head in a local<br />
high school:<br />
There is a lot of stupidity in education . . . it’s no won<strong>de</strong>r they . . . have to pay school<br />
boards to hire women principals because they [i.e., the boards] are too stupid to run their<br />
own. So they say, “Here’s $5,000; hire a woman if you can.” So they go out and look for<br />
a woman to hire. But they still think they’re not hiring the best person because they have<br />
no gen<strong>de</strong>r-neutral i<strong>de</strong>a of what qualifies as best.<br />
In recognizing the effect of gen<strong>de</strong>r on internal occupational segregation, Dave<br />
and Doug confirmed research on what happens when men enter women’s work<br />
domains. Williams’ (1989) study of male nurses, for example, shows that although<br />
there are contradictory and som<strong>et</strong>imes negative responses to men in nursing,<br />
“differential treatment of male and female nurses often benefits men . . . giving<br />
them greater prestige and more autonomy” (p. 90). In<strong>de</strong>ed, Williams (1992)<br />
notes that for men in the “female” professions, “their gen<strong>de</strong>r is construed as a<br />
positive difference” (p. 259).<br />
The men in our study did see themselves as different from female teachers.<br />
Doug: People . . . [think] my job is . . . to do the same job a woman would do. ...<br />
I think that is totally wrong . . . I’m not striving to do what a woman would do<br />
. . . because women make a lot of mistakes. They do a lot of harmful things to<br />
kids. ...They say all kinds of things they shouldn’t be saying about what boys<br />
should do and what girls should do.<br />
However, these men also saw themselves as different from other male teachers,<br />
most of whom they characterized as “traditional” males. Disdaining staffroom<br />
talk in general, they perceived the men to be interested only in sports, women<br />
in shopping. Dave <strong>de</strong>scribed the Friday ritual at his school: a few male teachers<br />
went to a local “strip joint” for lunch, some of the women to a restaurant. Both<br />
groups invited Dave to join them but he refused either “to go and drink at lunch,<br />
l<strong>et</strong> alone go into one of those places,” or to join the women. Although he was
MEN AS ELEMENTARY SCHOOL TEACHERS 407<br />
not “one of the boys,” he was not so disloyal to his sex as to become “one of the<br />
girls” either.<br />
CONFRONTING THE STEREOTYPES<br />
Given the conventional wisdom that more men are nee<strong>de</strong>d in elementary schools<br />
to serve as role mo<strong>de</strong>ls, it is not surprising to find the men in our study using<br />
language consistent with this perspective. All were concerned about their colleagues’<br />
narrow <strong>de</strong>finitions of what it means to be a man or a woman. For<br />
example, each man found that the (male) principal or a (female) teacher in the<br />
school would say som<strong>et</strong>hing like, “Oh, good, we’ve got a man on staff to do the<br />
phys. ed.” This stereotyping was irksome to all of the men, but especially to the<br />
two who disliked teaching physical education.<br />
Some of the men ma<strong>de</strong> conscious efforts to challenge the stereotypes, particularly<br />
the <strong>de</strong>finitions of women’s work and men’s work prevailing among stu<strong>de</strong>nts<br />
and staff. Doug’s colleagues, male and female, were amused when he took his<br />
turn doing the dishes in the staffroom. The other male teacher on staff simply<br />
sent some female stu<strong>de</strong>nts down to do the dishes when it was his turn and, Doug<br />
reported, “Everybody thinks that is perfectly fine.” Doug encouraged his stu<strong>de</strong>nts<br />
to question such sexual division of labour, using the authority of his male voice<br />
to instruct them: “I start with my gra<strong>de</strong> ones; I tell them women can be mathematicians<br />
and scientists, and men can do the dishes.” The other men were also<br />
careful not to stereotype work by gen<strong>de</strong>r, allocating boys their share of cleaning<br />
up and serving food, and girls their share of moving <strong>de</strong>sks and digging soil for<br />
science.<br />
The men believed they served as role mo<strong>de</strong>ls “just by being there.” George,<br />
who taught Gra<strong>de</strong> 1, noticed a change in the attitu<strong>de</strong>s and behaviours of Gra<strong>de</strong><br />
6 boys over the year. Initially, George noticed, “a lot of the ol<strong>de</strong>r kids had<br />
difficulty” with a male teacher hugging little children, and playing with them in<br />
the schoolyard; but “for them not to be making silly comments about it in June<br />
shows som<strong>et</strong>hing must have happened along the way.” By the end of the year,<br />
Gra<strong>de</strong> 6 boys were approaching George:<br />
They would say it really fast: “If you want me to come in, I will come in, I’ll help you.”<br />
Then [I] would have to find som<strong>et</strong>hing for them to do, to respond positively. Otherwise<br />
you haven’t ma<strong>de</strong> any gains, if you can’t foster it. ...Ithink they wanted to show<br />
another si<strong>de</strong> of themselves and probably felt safer doing it in a classroom out of the flow<br />
of their peers — they didn’t have to stand up in an auditorium and say som<strong>et</strong>hing geeky<br />
or anything. ...<br />
Several of the men thought it important to l<strong>et</strong> stu<strong>de</strong>nts see men feeling “emotional.”<br />
A children’s story had moved <strong>Le</strong>e to tears when he was reading it aloud<br />
and the class remembered the inci<strong>de</strong>nt in June when again he showed outward
408 REBECCA PRIEGERT COULTER & MARGARET MCNAY<br />
emotion at the farewell party for his teaching partner. Buck told his stu<strong>de</strong>nts he<br />
always cried during Bambi. These men thought it important to “l<strong>et</strong> [children] see<br />
a man in a different light, a different role. ...”<br />
Men’s separation from the work of child-bearing and child-rearing has been<br />
linked to the <strong>de</strong>velopment and persistence of patriarchy and male dominance, and<br />
has led to the view that gen<strong>de</strong>r relations might be transformed and men become<br />
more caring and “connected” if only they would become more <strong>de</strong>eply involved<br />
in fathering and child care work (Chodorow, 1978; Grum<strong>et</strong>, 1988; O’Brien,<br />
1981; Stockard & Johnston, 1980). Thus, many people, including the men in our<br />
study, believe that men working with children in schools is a step toward gen<strong>de</strong>r<br />
equality. Hearn (1987), however, has examined the relationship b<strong>et</strong>ween the<br />
professions and the construction of masculinity, and suggests that although male<br />
professionals in such fields as teaching may exhibit more “liberal” mo<strong>de</strong>ls of<br />
masculinity than do other men, there is no guarantee that bringing more men into<br />
the caring professions would fundamentally alter the structural inequities of a<br />
male-dominated soci<strong>et</strong>y. In fact, Hearn (1987) warns, increasing men’s involvement<br />
with reproductive work in the family and in such institutions as schools<br />
may only serve to extend male control of women and children. Nevertheless,<br />
“working with others’ emotions and one’s own emotions [as in teaching] can for<br />
some men challenge and question traditional mo<strong>de</strong>ls of masculinity and their own<br />
masculinity in a more thoroughgoing way” (Hearn, 1987, p. 144).<br />
Although all the men in our study saw themselves as different from “traditional<br />
macho” or “jock” male teachers, they were, in many instances, explicitly<br />
advised to use a stereotypical masculinity for disciplining stu<strong>de</strong>nts. “You are a<br />
male, and you have to use it,” Buck’s vice-principal told him. Admitting they<br />
were not as good at discipline as experienced female teachers, the men resisted<br />
being i<strong>de</strong>ntified as disciplinarians just because they were men, but the struggle<br />
was especially difficult for Buck and Dave, who were employed in schools<br />
known to be “tough”:<br />
Buck: If . . . at home . . . the father is the disciplinarian, then they are more inclined<br />
to accept you as that at the school. Right off the bat you are on the wrong foot.<br />
But I was told to use that. That is one of the realities of that school.<br />
MASCULINITY AS A TEACHING RESOURCE<br />
By the end of the year, “the realities of the school” had shaped the men in our<br />
study in different ways. In one conversation, Dave and Buck recognized their<br />
own “traditional” masculinity and how they used it at school:<br />
Dave: There are some things I thought I had put behind me. . . . I used to be an<br />
extremely aggressive hockey player . . . extremely aggressive . . . and I found<br />
that all that was still there somewhere — I had just been ignoring it and not
MEN AS ELEMENTARY SCHOOL TEACHERS 409<br />
using it. ...[Then I found myself] using all the same kinds of things in a<br />
different way. I don’t throw people into the boards or up against the wall any<br />
more . . . not [in] that same physical sense, but [I use] the same kind of aggressiveness<br />
in the classroom.<br />
Buck: That’s funny, because I g<strong>et</strong> that, too. And I haven’t [felt that way] since I<br />
played hockey a long time ago . . . the pulse pounding and the concentration on<br />
som<strong>et</strong>hing. And, you know, it scares the hell out of kids. Like . . . when we had<br />
the gun scare and [Alan] was trying to g<strong>et</strong> out the window and I said, “You will<br />
sit and you will sit now!” and he must have known because he just sat right<br />
down and was qui<strong>et</strong>. ...Itwaskind of neat.<br />
Dave: The kids know when you cross the line. ...They know they can’t push you<br />
any further. ...They know where the power lies, and they are more than a<br />
little bit afraid of what you might do to them.<br />
Buck: It’s the same psych game you use to stare down somebody on the ice. The same<br />
game.<br />
Dave: Exactly the same game, and those kids know they are not going to win.<br />
In Canada, hockey symbolizes much that is taken to be quintessentially male<br />
so it is not surprising these two men should find the game providing an apt<br />
m<strong>et</strong>aphor for their “face-offs” in the classroom. Their ambivalence (“It was kind<br />
of neat”/“I thought I had put [it] behind me”) and their excitement as they<br />
discovered a mutual approach to discipline based on male aggression in sports<br />
reinforces the notion that som<strong>et</strong>hing <strong>de</strong>eper is going on with men in the<br />
classroom than can be accounted for in an unexamined theory about role mo<strong>de</strong>ls.<br />
More fundamental questions about power, authority, dominance, control, and<br />
gen<strong>de</strong>r relations must be explored.<br />
Consi<strong>de</strong>r the following <strong>de</strong>scription of a male teacher-male stu<strong>de</strong>nt encounter.<br />
The boys wanted to play bask<strong>et</strong>ball and Buck complied:<br />
I went out and ran around like a maniac for 45 minutes playing bask<strong>et</strong>ball . . . and we<br />
were slapping hands and all the male bonding stuff, and it worked. ...Showing that you<br />
know where they’re sort of at . . . with the male sex thing works. These kids followed me<br />
around after that . . . just because I played a little B-Ball. ...Youhave to perform as a<br />
male.<br />
Buck is clearly thinking of “performing as a male” in this instance within a<br />
somewhat narrowly <strong>de</strong>fined concept of masculinity. He is talking also about male<br />
bonding, male solidarity, the homosociability of a male group based on a recognition<br />
of shared male interests. The key question is not so much what kind of<br />
role mo<strong>de</strong>l he is, but what he might choose to do with his new-found bond with<br />
the boys. Were he to draw on the bond to work actively against the negative
410 REBECCA PRIEGERT COULTER & MARGARET MCNAY<br />
aspects of male group behaviour, and turn the relationship to good use through<br />
a consciously anti-sexist pedagogy, he would <strong>de</strong>monstrate how men might make<br />
a special contribution to teaching.<br />
The question of pedagogy, however, anti-sexist or otherwise, was not central<br />
for the men in our group. They were more focused on surviving their first year,<br />
believing the best they could do was to mo<strong>de</strong>l a liberal masculinity. Even that<br />
was difficult, they found, because the organization of the school, the expectations<br />
of staff and stu<strong>de</strong>nts, and their own socialization as men ma<strong>de</strong> it easy to slip<br />
back into ol<strong>de</strong>r, more familiar patterns of gen<strong>de</strong>red behaviour. As George said<br />
after he realized people were staring at him, a middle-aged man skipping rope<br />
with little children, “I thought, ‘Maybe I’ll just stop,’ and then I thought, ‘Well,<br />
maybe I won’t.’ But you have to push yourself. You have to consciously <strong>de</strong>ci<strong>de</strong><br />
to carry on what you’re doing.” Another observed:<br />
You g<strong>et</strong> very <strong>de</strong>fensive . . . being in a new profession and being in a strange part of that<br />
profession. All sorts of things well up in you, and you attribute causes where they don’t<br />
belong. ...Itisvery difficult to make sense of it all.<br />
In<strong>de</strong>ed, when asked specifically wh<strong>et</strong>her more men should enter elementary<br />
teaching, and what special gifts they might bring to it, the men did not advocate<br />
a general policy. Although they believed they had, individually, contributed to<br />
the well-being of stu<strong>de</strong>nts, they were less optimistic about the contributions of<br />
men in general. James provi<strong>de</strong>d the firmest statement:<br />
Well, no, I don’t think there should be more male teachers in the classroom unless males<br />
<strong>de</strong>ci<strong>de</strong> to do it not because they are males. ...Itisanindividual personal journey that<br />
has to be ma<strong>de</strong> and if this were a healthy soci<strong>et</strong>y, chances are it would be more or less<br />
50:50 that would be in the classroom but I think quotas encouraging men to go in could<br />
be very dangerous. I think that could be very dangerous.<br />
James’ view was groun<strong>de</strong>d in his conception of teaching as a vocation, not just<br />
a job. Although the other men un<strong>de</strong>rstood the question in less m<strong>et</strong>aphysical<br />
terms, they non<strong>et</strong>heless shared James’ misgivings and, based on their own<br />
experiences and observations, found few reasons to argue the case for “more men<br />
in elementary.”<br />
CONCLUSION<br />
At the end of the school year, several men received complimentary notes and<br />
comments from parents, most of which ma<strong>de</strong> some reference to their being male.<br />
The men themselves were reluctant to attribute their success to their sex or to<br />
claim they ma<strong>de</strong> a difference in children’s lives because they were male. They<br />
found it difficult to <strong>de</strong>scribe, discuss, or assess in a sustained way what it means
MEN AS ELEMENTARY SCHOOL TEACHERS 411<br />
to be a man and to work with children, probably partly because they lack the<br />
language to do so (Tolson, 1987). “It is very difficult to make sense of it all,”<br />
one said. In<strong>de</strong>ed, by challenging, however mo<strong>de</strong>stly, the gen<strong>de</strong>r assumptions embed<strong>de</strong>d<br />
in the organizational structure of elementary schools (Acker, 1990, 1992;<br />
Mills, 1992) and the gen<strong>de</strong>r assumptions built into the work of elementary school<br />
teaching (Williams, 1993), the men had experienced a series of contradictions in<br />
their work lives. Valued as that rare commodity, men in elementary teaching,<br />
their motives, abilities, and sexuality were non<strong>et</strong>heless often viewed with suspicion.<br />
Taking up non-traditional work as a way to question and confront gen<strong>de</strong>r<br />
relations, they faced enormous pressures to conform to traditional notions of<br />
masculinity which then only reinforced traditional patterns of sex differentiation.<br />
Placing more men in elementary teaching without asking why ignores complex<br />
questions about the structural dimensions of gen<strong>de</strong>r relations in schools. The call<br />
for “more men in elementary” is, in essence, a political call; very different<br />
agendas are involved. As Hearn (1987) suggests, bringing more men into elementary<br />
schools might only extend men’s power and control over women, and<br />
reinforce existing gen<strong>de</strong>r regimes. On the other hand, bringing men in has the<br />
potential of allowing women and men to engage tog<strong>et</strong>her in anti-sexist teaching<br />
practices and to challenge the gen<strong>de</strong>red process of schooling. Until the purposes<br />
for “more men in elementary” are clarified, individual men will continue to experience<br />
the contradictions of doing “women’s work” and being “real men” at<br />
the same time.<br />
NOTES<br />
1<br />
In contrast, the proportion of men in elementary (K–6) teacher education programs in Ontario has<br />
risen from 10% in 1987/88 to 18% in 1992/93. Wh<strong>et</strong>her this increase reflects the success of a<br />
campaign by the Ontario Public School Teachers’ Fe<strong>de</strong>ration (see note 2) to attract more men into<br />
elementary school teaching, a temporary response by men to changing economic realities and contractions<br />
in the labour mark<strong>et</strong>, or merely the usual range of fluctuations in faculty enrolments is<br />
unclear.<br />
2<br />
In Ontario, the by-laws of the Ontario Teachers’ Fe<strong>de</strong>ration assign teachers to membership in one<br />
of five affiliates. Female teachers employed in elementary public schools are members of the Fe<strong>de</strong>ration<br />
of Women Teachers’ Associations of Ontario, whereas male teachers employed in the<br />
same schools are members of the Ontario Public School Teachers’ Fe<strong>de</strong>ration. All teachers working<br />
in separate schools are members of the Ontario English Catholic Teachers’ Association, and<br />
teachers in French-language schools belong to the Association <strong>de</strong>s enseignantes <strong>et</strong> <strong>de</strong>s enseignants<br />
franco-ontariens. Secondary school teachers are members of the Ontario Secondary School Teachers’<br />
Fe<strong>de</strong>ration.<br />
REFERENCES<br />
Acker, J. (1990). Hierarchies, jobs, bodies: A theory of gen<strong>de</strong>red organizations. Gen<strong>de</strong>r and Soci<strong>et</strong>y,<br />
4, 139–158.<br />
Acker, J. (1992). Gen<strong>de</strong>ring organizational theory. In A. J. Mills & P. Tancred (Eds.), Gen<strong>de</strong>ring<br />
organizational analysis (pp. 248–260). Newbury Park: Sage.
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Acker, S. (1983). Women and teaching: A semi-d<strong>et</strong>ached sociology of a semi-profession. In S.<br />
Walker & L. Barton (Eds.), Gen<strong>de</strong>r, class, and education (pp. 123–139). Barcombe: Falmer Press.<br />
Allan, J. (1993). Male elementary teachers: Experiences and perspectives. In C. L. Williams (Ed.),<br />
Doing “women’s work”: Men in nontraditional occupations (pp. 113–127). Newbury Park: Sage.<br />
Canadian Education Association. (1992). Teacher recruitment and r<strong>et</strong>ention: How Canadian school<br />
boards attract teachers. Toronto: Canadian Education Association.<br />
Carrigan, T., Connell, B., & <strong>Le</strong>e, J. (1987). Hard and heavy: Toward a new sociology of masculinity.<br />
In M. Kaufman (Ed.), Beyond patriarchy: Essays by men on pleasure, power, and change (pp.<br />
139–192). Toronto: Oxford University Press.<br />
Chodorow, N. (1978). The reproduction of mothering: Psychoanalysis and the sociology of gen<strong>de</strong>r.<br />
Berkeley: University of California Press.<br />
Cohen, L., & Manion, L. (1989). Research m<strong>et</strong>hods in education (3rd ed.). London: Routledge.<br />
Gold, D., & Reis, M. (1982). Male teacher effects on young children: A theor<strong>et</strong>ical and empirical<br />
consi<strong>de</strong>ration. Sex Roles, 8, 493–513.<br />
Goodman, J. (1987). Masculinity, feminism, and the male elementary school teacher: A case study<br />
of preservice teachers’ perspectives. Journal of Curriculum Theorizing, 7(2), 30–60.<br />
Goodman, J., & Kelly, T. (1988). Out of the mainstream: Issues confronting the male profeminist<br />
elementary school teacher. Interchange, 19(2), 1–14.<br />
Greenberg, S. (1985). Educational equity in early education environments. In S. S. Klein (Ed.),<br />
Handbook for achieving sex equity through education (pp. 457–469). Baltimore: Johns Hopkins<br />
University Press.<br />
Grum<strong>et</strong>, M. (1988). Bitter milk: Women and teaching. Amherst: University of Massachus<strong>et</strong>ts Press.<br />
Hearn, J. (1987). The gen<strong>de</strong>r of oppression. Brighton: Wheatsheaf Books.<br />
Layland, J. (1990). On the conflicts of doing feminist research into masculinity. In L. Stanley (Ed.),<br />
Feminist praxis: Research, theory and epistemology in feminist sociology (pp. 125–133). London:<br />
Routledge.<br />
<strong>Le</strong>wis, G. (1993, March 12). Males in elementary — numbers are down again. Newstoday [Ontario<br />
Public School Teachers’ Fe<strong>de</strong>ration], pp. 1–2.<br />
Martin, B. (1989, October). Presi<strong>de</strong>nt’s page. News [Ontario Public School Teachers’ Fe<strong>de</strong>ration], p.<br />
3.<br />
Mills, A. J. (1992). Organization, gen<strong>de</strong>r and culture. In A. J. Mills & P. Tancred (Eds.), Gen<strong>de</strong>ring<br />
organizational analysis (pp. 93–111). Newbury Park: Sage.<br />
Morgan, D. (1981). Men, masculinity and the process of sociological enquiry. In H. Roberts (Ed.),<br />
Doing feminist research (pp. 83–113). London: Routledge and Kegan Paul.<br />
O’Brien, M. (1981). The politics of reproduction. Boston: Routledge and Kegan Paul.<br />
Pleck, J. (1981). The myth of masculinity. Cambridge: MIT Press.<br />
Pleck, J. (1987). The theory of male sex-role i<strong>de</strong>ntity: Its rise and fall, 1936 to the present. In H.<br />
Brod (Ed.), The making of masculinities: The new men’s studies (pp. 21–38). Boston: Allen and<br />
Unwin.<br />
Robinson, B. E. (1981). Changing views on male early childhood teachers. Young Children, 36, 27–48.<br />
Robinson, B. E., Skeen, P., & Flake-Hobson, C. (1980). Sex-stereotyped attitu<strong>de</strong>s of male and female<br />
child care workers: Support for androgynous child care. Child Care Quarterly, 9, 233–242.<br />
Segal, L. (1990). Slow motion: Changing masculinities, changing men. London: Virago Press.<br />
Seifert, K. (1973). Some problems of men in child care center work. Child Welfare, 50, 167–171.
MEN AS ELEMENTARY SCHOOL TEACHERS 413<br />
Seifert, K. (1988). The culture of early education and the preparation of male teachers. Early Child<br />
Development and Care, 38, 69–80.<br />
Skelton, C. (1991). A study of the career perspectives of male teachers of young children. Gen<strong>de</strong>r<br />
and Education, 3, 279–289.<br />
Stockard, J., & Johnston, M. (1980). Sex roles. Englewood Cliffs: Prentice-Hall.<br />
Tolson, A. (1987). The limits of masculinity. London: Routledge.<br />
Walker, S. (1992, August 16). Primary schools losing male teachers. Sunday Star, pp. A1, A6.<br />
Williams, C. L. (1989). Gen<strong>de</strong>r differences at work: Women and men in non-traditional occupations.<br />
Berkeley: University of California Press.<br />
Williams, C. L. (1992). The glass escalator: Hid<strong>de</strong>n advantages for men in the “female” professions.<br />
Social Problems, 39, 253–267.<br />
Williams, C. L. (1993). Introduction. In C. L. Williams (Ed.), Doing “women’s” work: Men in<br />
nontraditional occupations (pp. 1–9). Newbury Park: Sage.<br />
Wolpe, A. (1988). Within school walls: The role of discipline, sexuality and the curriculum. London<br />
and New York: Routledge.<br />
Rebecca Coulter is in the Division of Educational Policy Studies and Margar<strong>et</strong> McNay in the<br />
Division of Curriculum Studies, Faculty of Education, University of Western Ontario, London,<br />
Ontario, N6G 1G7.
Gen<strong>de</strong>r Studies and Teacher Education:<br />
A Proposal<br />
Allen T. Pearson<br />
Patricia T. Rooke<br />
university of alberta<br />
Although gen<strong>de</strong>r studies have become a central concern in Canadian universities through<br />
women’s studies programs or programs in feminist theory, they have not influenced<br />
courses and programs in faculties of education to the extent they should. We propose the<br />
“mainstreaming” of gen<strong>de</strong>r studies and argue that courses and programs should be<br />
reconceived and reconstructed to incorporate the findings and approaches <strong>de</strong>veloped in<br />
feminist and women’s studies. We talk of “gen<strong>de</strong>r studies” because, unlike “women’s<br />
studies,” we are not advocating a separatist strategy and do not propose a particular<br />
theor<strong>et</strong>ical framework, as may be suggested by “feminist” theory. We justify mainstreaming<br />
gen<strong>de</strong>r studies in teacher education programs because they can contribute to the<br />
general education of teacher candidates and can help <strong>de</strong>velop the attitu<strong>de</strong>s, knowledge,<br />
and skills central to the practice of teaching.<br />
Bien que les étu<strong>de</strong>s axées sur la notion <strong>de</strong> sexe soient <strong>de</strong>venues une préoccupation majeure<br />
dans les universités canadiennes par le biais <strong>de</strong>s programmes d’étu<strong>de</strong>s sur les<br />
femmes ou sur les théories féministes, ces étu<strong>de</strong>s n’ont pas influencé les cours <strong>et</strong> les<br />
programmes dans les facultés <strong>de</strong>s sciences <strong>de</strong> l’éducation autant qu’elles auraient dû. <strong>Le</strong>s<br />
auteurs proposent l’intégration <strong>de</strong>s étu<strong>de</strong>s sur le sexe <strong>et</strong> soutiennent que les cours <strong>et</strong> les<br />
programmes <strong>de</strong>vraient être repensés <strong>et</strong> restructurés afin d’incorporer les conclusions <strong>et</strong> les<br />
approches issues <strong>de</strong>s étu<strong>de</strong>s féministes <strong>et</strong> sur les femmes. <strong>Le</strong>s auteurs parlent d’“étu<strong>de</strong>s<br />
sur le sexe” parce que, contrairement à ce qui en est pour les “étu<strong>de</strong>s sur les femmes,”<br />
ils ne prônent pas une stratégie séparatiste <strong>et</strong> ne proposent pas un cadre théorique particulier,<br />
comme le suggère peut-être la théorie “féministe.” Ils justifient l’intégration <strong>de</strong>s<br />
étu<strong>de</strong>s sur le sexe dans les programmes <strong>de</strong> formation <strong>de</strong>s maîtres en affirmant qu’elles<br />
peuvent contribuer à la formation générale <strong>de</strong>s étudiants-maîtres <strong>et</strong> ai<strong>de</strong>r au développement<br />
d’attitu<strong>de</strong>s, <strong>de</strong> connaissances <strong>et</strong> <strong>de</strong> compétences essentielles à la pratique <strong>de</strong> l’enseignement.<br />
In the broa<strong>de</strong>st context of that word, teaching is a political act; some person is choosing,<br />
for whatever reasons, to teach a s<strong>et</strong> of values, i<strong>de</strong>as, assumptions, and pieces of information,<br />
and in so doing, to omit other values, i<strong>de</strong>as, assumptions, and pieces of information.<br />
— Florence Howe, Myths of Co-Education (1984)<br />
In 1990/91, the Department of Educational Foundations at the University of<br />
Alberta faced the a number of r<strong>et</strong>irements and asked wh<strong>et</strong>her it should seek new<br />
414 CANADIAN JOURNAL OF EDUCATION 18:4 (1993)
GENDER STUDIES AND TEACHER EDUCATION 415<br />
positions to carry on as in the past or use the opportunity to establish new directions.<br />
1 We recognized that we could, perhaps, achieve both. The traditional stress<br />
on the disciplined study of education through history, philosophy, sociology, and<br />
anthropology could be strengthened by focusing staffing efforts in an area that<br />
would add a new direction to the <strong>de</strong>partment’s concerns; gen<strong>de</strong>r studies provi<strong>de</strong>s<br />
just such an area. Scholarship in gen<strong>de</strong>r studies, with its bases in the <strong>de</strong>partment’s<br />
traditional disciplines, would enhance the disciplined study of education.<br />
Some of the most promising and exciting work in the foundational fields, as well<br />
as some that may lead to <strong>de</strong>ad ends, is being done in the area of gen<strong>de</strong>r studies.<br />
As well, a focus on gen<strong>de</strong>r studies is appropriate at this time in Canadian soci<strong>et</strong>y.<br />
Events in soci<strong>et</strong>y, some horrific and other ludicrous, have <strong>de</strong>monstrated the<br />
necessity for universities and faculties of education to take seriously the concerns<br />
raised by gen<strong>de</strong>r studies.<br />
Our thinking raised issues far beyond our <strong>de</strong>partment. We believe that gen<strong>de</strong>r<br />
studies can teach us much about teacher education, and it is those lessons we<br />
pursue here. We begin by <strong>de</strong>fending our <strong>de</strong>cision to talk of “gen<strong>de</strong>r studies,”<br />
rather than “women’s studies” or “feminist studies.” Next we explain how gen<strong>de</strong>r<br />
studies can be integrated into “traditional” aca<strong>de</strong>mic courses and approaches.<br />
Finally, we justify an integrated approach to gen<strong>de</strong>r studies, or the mainstreaming<br />
of gen<strong>de</strong>r studies in teacher preparation programs, because it enhances and illuminates<br />
what teacher education programs ought to be trying to achieve.<br />
MAINSTREAMING “GENDER”<br />
Our initial approach to the <strong>de</strong>partmental council about mainstreaming the<br />
compulsory core courses was motivated less by i<strong>de</strong>ological and philosophical<br />
concerns (although we were committed to the i<strong>de</strong>a of integration for reasons both<br />
pedagogical and philosophical) than by a sense of urgency. This sense of urgency<br />
was intensified by a growing unease that <strong>de</strong>partmental offerings had remained<br />
unchanged for a number of years, and that the <strong>de</strong>partment had to take a new<br />
direction to be relevant in a milieu increasingly unresponsive to foundational<br />
subjects and exposition of the humanities in a professional faculty. We argued<br />
pragmatically that mainstreaming core and especially compulsory courses would<br />
reinvigorate the <strong>de</strong>partment and sustain its lea<strong>de</strong>rship in teacher education and<br />
in research and scholarship in the foundational fields.<br />
“Mainstreaming” is the term commonly used in women’s studies to <strong>de</strong>scribe<br />
the basic notion we advocate. Because this term is ambiguous in faculties of<br />
education and school systems, it would be useful to have a synonym. Fortunately,<br />
mainstreaming has embraced mutually inclusive terminology in the literature,<br />
including: integration, balancing, transforming (the curriculum), and reclaiming<br />
(female experience). We shall use “integration” and “balancing” interchangeably<br />
because these suggest the compl<strong>et</strong>e education of men and women in the re<strong>de</strong>signing<br />
of curriculum and course content, which in turn suggests a re<strong>de</strong>finition of
416 ALLEN T. PEARSON & PATRICIA T. ROOKE<br />
what constitutes knowledge and in what forms such knowledge ought to be transmitted.<br />
Mainstreaming is both epistemological and pedagogical; it is very much<br />
the “stuff” of foundations disciplines.<br />
Moreover, if integration and balancing are worthwhile goals for the <strong>de</strong>partment<br />
as it looks toward the next <strong>de</strong>ca<strong>de</strong>, in<strong>de</strong>ed the next century, then a core of<br />
appointments would be <strong>de</strong>sirable although not necessary to motivate and facilitate<br />
innovative approaches to courses, especially un<strong>de</strong>rgraduate compulsory courses.<br />
It is crucial, however, that we use the most pragmatic and useful <strong>de</strong>scriptions for<br />
such a core of persons. Are they to be in “women’s studies” or “feminist studies”?<br />
In this case there is much in a name. We prefer “gen<strong>de</strong>r studies” because<br />
this latter term embraces aspects of the first two: gen<strong>de</strong>r cannot be studied<br />
without relation to “women’s studies,” and gen<strong>de</strong>r studies is the offspring of<br />
feminist discourse itself.<br />
Mainstreaming, integration, balancing — the lively <strong>de</strong>bate of the last <strong>de</strong>ca<strong>de</strong><br />
has used concepts, theories, new analytical approaches, sources, and m<strong>et</strong>hodologies,<br />
and a range of empirical studies that have emerged from the new corpus<br />
of scholarship inspired by feminism and articulated through women’s studies.<br />
Nevertheless, integration and balancing do not have the same purpose as<br />
women’s studies programs. Some aca<strong>de</strong>mic feminists are philosophically opposed<br />
to mainstreaming; others see it as premature. Women’s studies programs are<br />
rooted in separatist strategies. Although it is legitimate to have separate women’s<br />
courses, it is also appropriate to mainstream core courses. Mainstreaming, though<br />
not assimilationist (which implies a loss of i<strong>de</strong>ntity and scholarly integrity),<br />
appropriates women’s studies by incorporating the corpus of scholarship<br />
women’s studies has created into those core courses feminist theory can reconceptualize.<br />
The <strong>de</strong>scription “feminist studies,” too, might present a difficulty, as feminist<br />
studies have a particular i<strong>de</strong>ological dimension. One can use the gen<strong>de</strong>r studies<br />
approach and construct new content without necessarily grounding it in a particular<br />
feminist theory, although this would have been impossible without the feminist<br />
discourse. A gen<strong>de</strong>r studies approach thereby allows individual <strong>de</strong>partment<br />
members to hold a vari<strong>et</strong>y of perspectives.<br />
Gen<strong>de</strong>r — the social construction of sexed bodies in relation to each other —<br />
is a cognitive, social, and epistemological category, and an analytical tool<br />
providing a conceptual bridge to past and present relationships b<strong>et</strong>ween men and<br />
women. It encompasses class, <strong>et</strong>hnicity, race, and any other social category we<br />
customarily <strong>de</strong>al with. It has multicultural and global implications, as it asks how<br />
men (often a white dominant social class) have <strong>de</strong>fined, created, and perp<strong>et</strong>uated<br />
prevailing power relations and structures which have shaped and continue to<br />
shape educational experiences and processes. Gen<strong>de</strong>r as a category of analysis<br />
seeks to un<strong>de</strong>rstand how men and women’s experiences are linked, in an inclusive<br />
vision of human dynamics based on notions of difference and diversity, not<br />
generalization and sameness. In this respect <strong>et</strong>hics and philosophy are as crucial
GENDER STUDIES AND TEACHER EDUCATION 417<br />
as history or sociology. Classrooms have agendas, both explicit and hid<strong>de</strong>n, in<br />
which culture reproduces itself through the reproduction of gen<strong>de</strong>red knowledge.<br />
In short, as all foundations people know, the discourse of scholarship and knowledge<br />
can be a language of power. Gen<strong>de</strong>r analysis highlights power relations<br />
while intersecting with other categories of social meaning.<br />
TRANSFORMING PEDAGOGICAL INQUIRY<br />
A multidisciplinary core of scholars could facilitate the transformation of a whole<br />
<strong>de</strong>partment by providing <strong>de</strong>partmental workshops, seminars, and discussions, and<br />
distributing bibliographic materials in their respective disciplines. Mainstreaming<br />
is a journey from male-<strong>de</strong>fined to gen<strong>de</strong>r-balanced education. It does not<br />
abandon centuries of scholarship, but rather asks of this scholarship different<br />
questions, reinvigorating it and creating new bodies of knowledge in the process.<br />
In short, mainstreaming both past experience and present knowledge leaves<br />
familiar landscapes in place but uncovers distortions of past practice and ongoing<br />
assumptions while radically changing our un<strong>de</strong>rstanding of how such landmarks<br />
were formed and why. It revisits the old foundations question of “what knowledge<br />
is of most worth” by revising what is assumed to be innate and natural;<br />
what is necessary and why; what is possible and not; and how to assess opportunity<br />
and access for different social categories. The major foundations disciplines<br />
have equal stakes in reformulating and answering such questions; fields of study<br />
more recently inclu<strong>de</strong>d un<strong>de</strong>r the foundations umbrella (global, adult, international,<br />
and intercultural education) have no less a stake.<br />
We have already noted that the arguments for mainstreaming, and the intellectual<br />
climate of <strong>de</strong>bate surrounding it, are, we believe, the very “stuff” of<br />
foundations disciplines. We have, moreover, been encouraged by the numerous<br />
examples — regr<strong>et</strong>tably more in the United States than in Canada — of mainstreaming<br />
the humanities and liberal arts. Some of these have m<strong>et</strong> with resistance<br />
from various quarters, but they provi<strong>de</strong> us with mo<strong>de</strong>ls to adopt, modify, or<br />
adapt to our own situations.<br />
Different <strong>de</strong>partments and faculties at other universities have been involved<br />
in what might be <strong>de</strong>scribed loosely as the “integration movement,” especially in<br />
the United States. At a major research institution, the University of Maryland at<br />
College Park, implementation of a comprehensive plan to improve un<strong>de</strong>rgraduate<br />
women’s educational experiences has been un<strong>de</strong>rway since 1985. 2 Prototypes of<br />
this experiment can be traced to the early 1980s at numerous universities and<br />
colleges, some even to the 1970s. Smith, Wellesley, and Wheaton colleges, state<br />
universities including Arizona, California State at Hayward, Georgia, Maine,<br />
Montana, and North Dakota, and such religious colleges as Guildford and St.<br />
Mary’s can be counted among these. The Feminist Press, the Great Lakes College<br />
Association, and a consortium of liberal arts colleges have s<strong>et</strong> “mainstreaming”<br />
as a major goal. 3 A powerful group, the Organization of American Histori-
418 ALLEN T. PEARSON & PATRICIA T. ROOKE<br />
ans, has endorsed the publication of bibliographies and teaching manuals to<br />
<strong>de</strong>monstrate the possibilities and importance of integrating the new feminist<br />
scholarship and women’s history into mainstream history in the classroom and<br />
in history texts. 4 In 1990 the Women’s Studies Quarterly published a whole issue<br />
on the topic. Summer institutes have encouraged each participant, chosen through<br />
comp<strong>et</strong>ition, to transform a course to take back to his or her university and<br />
<strong>de</strong>partment for approval and implementation. In short, across the United States<br />
conferences, faculty <strong>de</strong>velopment projects, seminars, and workshops have been<br />
organized to <strong>de</strong>monstrate strategies that facilitate mainstreaming.<br />
Integration and balancing do not mean merely “add women and stir,” nor do<br />
they mean squeezing the “facts” into existing materials and mo<strong>de</strong>s of instruction.<br />
In “Trying Transformations,” Aitken <strong>et</strong> al. note that mainstreaming is not a<br />
formula or a “how to” for making classroom materials fit otherwise unaltered<br />
courses, but offers opportunities for faculty <strong>de</strong>velopment and provi<strong>de</strong>s a<br />
legitimate arena in which to address and diffuse gen<strong>de</strong>r politics in aca<strong>de</strong>me. 5 Its<br />
purpose is to alter such materials and mo<strong>de</strong>s. If exclusion has led to sexism and<br />
discrimination, and arranged our perceptual and conceptual worlds by <strong>de</strong>veloping<br />
limited and androcentric knowledge, then inclusion shifts the central thrust of<br />
inquiry and creates other categories of signification by re<strong>de</strong>fining what is<br />
important. It represents a dramatic r<strong>et</strong>hinking of choices, transforming a multitu<strong>de</strong><br />
of areas in which we already work, such as the study of classrooms, teaching<br />
and learning, professionalization, achievement, equal opportunity, family,<br />
socialization, <strong>et</strong>hics, social justice, equity, epistemology, and many others.<br />
Although integration does not mean adding a new unit to present course<br />
content, this would certainly be b<strong>et</strong>ter than nothing. Single unit inclusion often<br />
consists of a single (guest) lecture on a relevant topic of interest, for instance,<br />
“women” or “Natives.” Such lectures do not alter the direction of the instructional<br />
approach or instructional intent. They do not compel the instructor to<br />
re<strong>de</strong>fine the param<strong>et</strong>ers of the course content or the intellectual experience. They<br />
do little to expand theor<strong>et</strong>ical un<strong>de</strong>rstandings.<br />
Integration is, moreover, a major component of equity <strong>de</strong>mands. With regard<br />
to women and minorities, equity is too often interpr<strong>et</strong>ed in its most narrow sense,<br />
that of hiring practices and salary differentials (although these are not insignificant).<br />
Equity in fact seeks to eliminate imbalances perp<strong>et</strong>uated by sex role<br />
stereotyping and sex biases. There can be no more appropriate means to do this<br />
than through the example of the professoriate in a faculty of education and<br />
through course content and pedagogical m<strong>et</strong>hods.<br />
All of the above coinci<strong>de</strong> with observations by Concordia University’s history<br />
<strong>de</strong>partment, which has committed itself to mainstreaming. Concordia sees this<br />
policy as synonymous with “the <strong>de</strong>mocratization of knowledge and learning.”<br />
Quite apart from institutional obligations un<strong>de</strong>r the Charter of Rights and Freedoms<br />
to facilitate a more equitably constituted gen<strong>de</strong>red and multicultural work
GENDER STUDIES AND TEACHER EDUCATION 419<br />
force, and also apart from the legal and <strong>et</strong>hical necessity to eradicate discrimination,<br />
Concordia notes that “the imbalance produced by exclusion cannot be<br />
resolved only by quantitative changes in staff. Qualitative changes are also<br />
required.” 6<br />
Integration not only introduces a whole new body of scholarship (which is<br />
substantial), it also <strong>de</strong>mands that we totally transform our pedagogy to incorporate<br />
it and the new assumptions it brings. This in turn represents an exercise<br />
in praxis — from theory to practice — som<strong>et</strong>hing uniquely appropriate for foundations<br />
disciplines. Integration brings to a discipline various mo<strong>de</strong>s of inquiry, in<br />
an interdisciplinary approach.<br />
To date the <strong>de</strong>bate and strategies introduced have m<strong>et</strong> resistance. Again,<br />
Aitken <strong>et</strong> al. astutely observe that the vari<strong>et</strong>ies of resistance reflect “in<br />
microcosm the power structure of the university itself” and have “served to<br />
reveal in stark d<strong>et</strong>ail the nature and <strong>de</strong>pth of opposition to feminist scholarship.” 7<br />
The <strong>de</strong>bate over mainstreaming is far from neutral and is rarely conducted on the<br />
conventional grounds of objectivity related to the canons of a discipline. Instead,<br />
the <strong>de</strong>bate provi<strong>de</strong>s “a theatre in which the gen<strong>de</strong>r policies of the aca<strong>de</strong>my operate(d)<br />
in a particularly dramatic and revealing fashion.” 8 Un<strong>de</strong>r these circumstances<br />
we were scarcely surprised to i<strong>de</strong>ntify similar sites of resistance in the<br />
responses of some of our own <strong>de</strong>partment members during the <strong>de</strong>bate surrounding<br />
our proposal, not the least being references to other inequalities. Such<br />
references raised issues about relative oppression, minimizing the significance of<br />
gen<strong>de</strong>r oppression although no one <strong>de</strong>nied its reality.<br />
Obviously, then, we are not speaking of superficial changes when we advocate<br />
a social reconstruction of knowledge which has <strong>de</strong>valued and continues to<br />
<strong>de</strong>value most things related to women. This reconstruction constitutes more than<br />
making new objects of knowledge or inserting more information into existing<br />
bodies of knowledge. 9 It suggests a re<strong>de</strong>finition of knowledge itself, with women<br />
as agents and gen<strong>de</strong>r an analytical tool fundamental to its articulation. Un<strong>de</strong>r<br />
these conditions the reorganization of such knowledge — or mainstreaming — is<br />
not simply “about women,” maintaining as it does that gen<strong>de</strong>r as a system of<br />
social and relational organization is en<strong>de</strong>mic to all soci<strong>et</strong>ies and is not just a<br />
social role or a s<strong>et</strong> of traits common to either sex. 10<br />
The term “integration” is, in fact, ina<strong>de</strong>quate, for as Peggy McIntosh suggests,<br />
it implies being “integrated into the dominant curricula” rather than transforming<br />
curricula. “Mainstreaming” too is ina<strong>de</strong>quate as a term, for it implies the existence<br />
of only one mainstream rather than “a diverse and plural stress on women’s<br />
and men’s experiences.” 11 If women enter the mainstream there remains a risk<br />
that they will so merge with it that they become indistinguishable from men. 12<br />
The point is not to i<strong>de</strong>ntify what knowledge gen<strong>de</strong>r studies promotes, but to be<br />
able to imagine that another kind of knowledge is possible — can evolve, or be<br />
created — even as knowledge has been transformed in the past. The medieval<br />
mentality of the Schoolmen is not the same as that of the Enlightenment thinkers,
420 ALLEN T. PEARSON & PATRICIA T. ROOKE<br />
any more than the mentalities of mo<strong>de</strong>rnity coinci<strong>de</strong> with those of the postmo<strong>de</strong>rnists.<br />
Feminists and other women do not have an impermeable i<strong>de</strong>a of<br />
what this knowledge might be; only the hope that it can be, and that as a<br />
consequence the processes, products, and experiences of education for men and<br />
women will be affected profoundly. Mainstreaming calls us simultaneously to<br />
respect differences and to refute traditional views of differences b<strong>et</strong>ween men<br />
and women based largely on hierarchical dichotomies, of “superior” and “inferior,”<br />
just as the traditional differences on grounds of race have placed white<br />
males in a dominant position over all other males. 13<br />
TEACHER EDUCATION<br />
Although mainstreaming is quite wi<strong>de</strong>ly found in the humanities and the liberal<br />
arts, we know of no cases where it has been applied to preservice professional<br />
teacher education. The justification for mainstreaming is different in this context<br />
than in those where it is more commonly found. In the humanities and liberal<br />
arts, subjects are not taught for their utilitarian ends; mainstreaming is <strong>de</strong>fen<strong>de</strong>d<br />
on the ground that a mainstreamed history course is b<strong>et</strong>ter history. In professional<br />
education, however, much of the concern is with the application of<br />
knowledge in later professional contexts, so the arguments for mainstreaming in<br />
professional education take quite a different turn. This view is put in its starkest<br />
terms by a comment of an engineering professor to the effect that if bridges<br />
don’t fall down there is no need to alter the engineering curriculum. We want to<br />
argue that mainstreamed gen<strong>de</strong>r studies do make a difference to the professional<br />
work of teachers.<br />
Teacher education programs almost universally contain four components:<br />
general education, specialized knowledge, professional knowledge, and practice. 14<br />
This seems to be a normative as well as <strong>de</strong>scriptive claim: not only do teacher<br />
education programs contain these components, strong arguments can be produced<br />
to show that they should. After all, one is hard pressed to imagine a <strong>de</strong>sirable<br />
teacher education program that does not give its stu<strong>de</strong>nts a strong, or at least<br />
reasonable, general education; that does not provi<strong>de</strong> for in-<strong>de</strong>pth study in the<br />
areas in which the person will teach; that does not provi<strong>de</strong> for a study of both<br />
the professional abilities of a teacher and the nature of education as a professional<br />
activity; or that does not allow for the practice of professional skills.<br />
Given this, 15 our concern here is to show how gen<strong>de</strong>r studies contributes to these<br />
essential components of a teacher education program.<br />
General Education<br />
How does integrated gen<strong>de</strong>r studies in a teacher education program contribute to<br />
the intending teacher’s general knowledge? Of the four program components, the<br />
role of general knowledge is least clear. That teachers should learn the subjects
GENDER STUDIES AND TEACHER EDUCATION 421<br />
they are going to teach, learn how to teach those subjects, and have practice in<br />
teaching those subjects is obviously <strong>de</strong>sirable. But why it is <strong>de</strong>sirable for teachers<br />
to learn subjects they will not teach is less clear. We suggest two possible<br />
outcomes of general education that would contribute to making a person a b<strong>et</strong>ter<br />
teacher: open-min<strong>de</strong>dness and sensitivity.<br />
Open-min<strong>de</strong>dness is a trait central to what we ought to expect of teachers:<br />
A person who is open-min<strong>de</strong>d is disposed to revise or reject the position he holds if sound<br />
objections are brought against it, or, in the situation in which the person presently has no<br />
opinion on some issue, he is disposed to make up his mind in the light of available evi<strong>de</strong>nce<br />
and argument as objectively and impartially as possible. 16<br />
In light of this characterization we want to show that the integration of gen<strong>de</strong>r<br />
studies in teacher education helps bring about this end. Un<strong>de</strong>r this view, openmin<strong>de</strong>dness<br />
is a disposition, namely a disposition to reconsi<strong>de</strong>r. It allows that we<br />
are not always open-min<strong>de</strong>d even though we may be for the most part; after all,<br />
we may have temporary lapses or failings. It also allows for <strong>de</strong>grees of openmin<strong>de</strong>dness.<br />
The disposition may be more strongly present in one person than in<br />
another. It further suggests that open-min<strong>de</strong>dness can be thwarted: “For example,<br />
there are numerous ways such as refusing to look at or listen to som<strong>et</strong>hing,<br />
failing to consi<strong>de</strong>r a point, ignoring an opponent, <strong>et</strong>c., in which a person can<br />
indicate that he has a closed mind.” 17<br />
Teaching need not be open-min<strong>de</strong>d; in<strong>de</strong>ed there are instances of teaching,<br />
such as teaching children the multiplication tables, where the issue of openmin<strong>de</strong>dness<br />
seems otiose. Where teaching is seen as a generalized activity aiming<br />
to educate stu<strong>de</strong>nts, to <strong>de</strong>velop worthwhile knowledge and un<strong>de</strong>rstanding, openmin<strong>de</strong>dness<br />
is much more important.<br />
We may think of open-min<strong>de</strong>dness as characterizing a way of teaching or we may think<br />
of it as an aim of teaching. If we are right in thinking of open-min<strong>de</strong>dness as the appropriate<br />
attitu<strong>de</strong> with respect to truth and as having intrinsic value, then we will hold not<br />
only that teachers will aim at <strong>de</strong>veloping this trait in their stu<strong>de</strong>nts, but will also aim at<br />
manifesting it in their work as teachers. 18<br />
Given this, we need to be on the alert not to prepare teachers in ways that<br />
may contribute to their not being open-min<strong>de</strong>d. Open-min<strong>de</strong>dness in teachers can<br />
be thwarted, even if “closed-min<strong>de</strong>dness” is not produced, by limiting the<br />
knowledge a person acquires. 19 If one is exposed to a limited range of knowledge,<br />
one lacks the resources for reconsi<strong>de</strong>ring some positions. Open-min<strong>de</strong>dness<br />
is the disposition to see, examine, and weigh alternatives, to not lock on to a<br />
position without consi<strong>de</strong>ring its alternatives. To the extent that we limit the<br />
alternatives available to people, we limit their ability to consi<strong>de</strong>r different<br />
positions. Integration of gen<strong>de</strong>r studies into general education provi<strong>de</strong>s people
422 ALLEN T. PEARSON & PATRICIA T. ROOKE<br />
with a broa<strong>de</strong>r cognitive perspective than if they experience only courses and<br />
programs that ignore women’s experience and views. It will not guarantee greater<br />
open-min<strong>de</strong>dness; for various reasons, a person may participate in courses where<br />
gen<strong>de</strong>r studies are integrated without coming to see that this knowledge allows<br />
one to reconsi<strong>de</strong>r what has previously been learned. If teachers of such courses<br />
encourage and <strong>de</strong>velop stu<strong>de</strong>nts’ ability to raise questions about what has been<br />
taken for granted, there is an increased likelihood that stu<strong>de</strong>nts’ views of the<br />
world will be challenged, possibly resulting in stu<strong>de</strong>nts thinking differently.<br />
There is thus an improved chance that stu<strong>de</strong>nts in such teacher education programs<br />
will be more open-min<strong>de</strong>d. Hence, insofar as we value the trait of openmin<strong>de</strong>dness<br />
in teachers, the integration of gen<strong>de</strong>r studies in teacher education<br />
courses is instrumentally justified in these terms.<br />
A second instrumental justification for the integration of gen<strong>de</strong>r studies into<br />
the general education component of teacher education programs is the contribution<br />
of gen<strong>de</strong>r studies to the teacher’s sensitivity. We believe sensitivity, a<br />
character trait that has received little attention in discussions of teacher education,<br />
is crucially important for teachers, and therefore that which contributes to<br />
<strong>de</strong>velopment of sensitivity is an important part of teacher education. We further<br />
believe that integrating gen<strong>de</strong>r studies into teacher education will increase this<br />
sensitivity. To make this case we must first say what we mean by sensitivity.<br />
The sensitivity with which we are concerned is the teacher’s sensitivity to<br />
stu<strong>de</strong>nts’ needs and interests. At a minimum, a teacher should be aware of what<br />
stu<strong>de</strong>nts need at a given point in their education and what their interests are.<br />
From the point of view of motivating stu<strong>de</strong>nts to learn, one will have difficulty<br />
in teaching if one is unaware what is of interest to stu<strong>de</strong>nts and what is nee<strong>de</strong>d<br />
to help stu<strong>de</strong>nts move along. As well, a teacher must be able to diagnose what<br />
should be done in light of stu<strong>de</strong>nts’ interests and needs. Sensitivity, in our sense,<br />
inclu<strong>de</strong>s all this and also has a moral element: the teacher needs to be concerned<br />
about children so that their individuality may <strong>de</strong>velop and flourish. In the<br />
broa<strong>de</strong>st terms, a teacher is concerned to make the lives of stu<strong>de</strong>nts b<strong>et</strong>ter, to<br />
provi<strong>de</strong> knowledge, skills, and attitu<strong>de</strong>s that will help children lead worthwhile<br />
and fulfilling lives. Given this general commitment, implicit in teaching, it<br />
follows that part of the moral domain of teaching is sensitivity in our sense. This<br />
is not a truth universally recognized. There are those who see education as<br />
concerned with the good of soci<strong>et</strong>y, with preserving and transmitting to children<br />
a certain way of life, or who believe schools are there to ensure that stu<strong>de</strong>nts<br />
learn what is necessary for the economic well-being of soci<strong>et</strong>y. We do not want<br />
to belittle the importance of either of these social goods, but we do want to<br />
maintain that over and above these is the concern for the good of the individual<br />
stu<strong>de</strong>nt. Once this concern is recognized, it is clear that sensitivity to stu<strong>de</strong>nts is<br />
an important character trait of teachers. 20<br />
Sensitivity can be learned through the integration of gen<strong>de</strong>r studies in teacher<br />
education programs, particularly in the general education component. Making
GENDER STUDIES AND TEACHER EDUCATION 423<br />
stu<strong>de</strong>nts aware of the full range of human experience increases their un<strong>de</strong>rstanding<br />
of people’s lives, an un<strong>de</strong>rstanding important for sensitivity because for<br />
teachers to be disposed to care about the flourishing of their stu<strong>de</strong>nts requires<br />
that they are able to see the lives of their stu<strong>de</strong>nts in their totality — to see the<br />
forces that shape the <strong>de</strong>velopment of their personalities, to un<strong>de</strong>rstand the social<br />
conditions that influence their circumstances in life. Integration of gen<strong>de</strong>r studies<br />
can increase sensitivity not only on matters of gen<strong>de</strong>r, but also on matters of<br />
class, race, and <strong>et</strong>hnicity. Helping stu<strong>de</strong>nts to see how people are different and<br />
similar with respect to gen<strong>de</strong>r raises the question of what other kinds of perspectives<br />
are used to distinguish among people. Hence, insofar as sensitivity is a<br />
<strong>de</strong>sirable trait of teachers it too instrumentally justifies the integration of gen<strong>de</strong>r<br />
studies into the general education component of teacher education programs.<br />
Specialized Knowledge<br />
The specialized component of the teacher education program consists of courses<br />
prospective teachers take to provi<strong>de</strong> themselves with the knowledge they need<br />
to teach in the school. It inclu<strong>de</strong>s, for example, courses in mathematics that the<br />
future math teacher takes, history and sociology courses for the social studies<br />
teacher, and the broad range of courses that the future elementary teacher takes.<br />
These courses are typically done outsi<strong>de</strong> the professional program, in arts or<br />
science. The justification for integrating gen<strong>de</strong>r studies into these courses is the<br />
same as for the any course in the liberal arts: courses that have been integrated<br />
are quite simply b<strong>et</strong>ter courses in that they present more compl<strong>et</strong>e pictures of the<br />
subject matter. There will of course be differences in the extent to which gen<strong>de</strong>r<br />
studies can be integrated into these subjects; for instance, history will allow for<br />
more integration than will mathematics.<br />
Professional Knowledge<br />
The professional knowledge component introduces stu<strong>de</strong>nts to teaching and its<br />
theor<strong>et</strong>ical un<strong>de</strong>rpinnings. Here one finds courses with such labels as educational<br />
psychology, administration, history, philosophy of education, sociology of education,<br />
policy studies, social foundations, curriculum, instruction, pedagogy, and<br />
m<strong>et</strong>hods of teaching. The arguments for integrating gen<strong>de</strong>r studies into the more<br />
theor<strong>et</strong>ical parts of professional knowledge are similar to those for its integration<br />
into general education, but here the concern is for the un<strong>de</strong>rstanding of education,<br />
schools, and teaching. This part of teacher education provi<strong>de</strong>s the stu<strong>de</strong>nt<br />
with a theor<strong>et</strong>ical un<strong>de</strong>rstanding of the profession. Teaching has been <strong>de</strong>scribed<br />
as “women’s paid work”; 21 that is, traditionally women have been well represented,<br />
even overrepresented, in the teaching profession even at times when their<br />
representation in other professions has been negligible. Although women have<br />
dominated the ranks of the profession, their voice has not dominated theor<strong>et</strong>ical
424 ALLEN T. PEARSON & PATRICIA T. ROOKE<br />
discussions of education. Integrating gen<strong>de</strong>r studies will bring their voice forward,<br />
resulting in a fuller un<strong>de</strong>rstanding, or more compl<strong>et</strong>e picture, of education.<br />
The relationship b<strong>et</strong>ween the opening discussion of mainstreaming and the<br />
issue of voice is crucial. Mainstreaming content, it has been argued, has<br />
pedagogical implications for both teaching style and m<strong>et</strong>hodological approach.<br />
The female voice, articulating as it does “different ways of knowing,” will<br />
influence the teaching of professional aspects of a wi<strong>de</strong> range of teaching<br />
activities. The dynamics b<strong>et</strong>ween the two — mainstreamed content and professional<br />
knowledge — will generate a wi<strong>de</strong>r epistemological framework. We do not<br />
know what this will look like. To “know” in this sense would contravene the<br />
concept of transformation itself, which suggests an on-going involvement, a<br />
laboratory, if you will, of experimentation, trial, and error. Neither is the ensuing<br />
<strong>de</strong>bate predictable. We appreciate, for example, one reviewer’s concerns that the<br />
discussion of sex differences (even a re-emphasis on women’s voice) may reinforce<br />
these very differences, that it cannot be assured that faculty have more than<br />
commonsense views about sex differences, and that all areas of knowledge and<br />
teaching must be scrutinized constantly with the gen<strong>de</strong>r dimension in mind. 22<br />
Notwithstanding these concerns, this more compl<strong>et</strong>e picture of the theor<strong>et</strong>ical<br />
bases of education and teaching encompasses many issues, among them the role<br />
of women in the administration of schools; possible psychological differences<br />
b<strong>et</strong>ween males and females in the ways that people learn and <strong>de</strong>velop; sex-role<br />
stereotyping; differential forms of education for girls in the past and differential<br />
opportunities for girls and boys in the present; and feminist approaches to moral<br />
education. These issues, representing some of the concerns i<strong>de</strong>ntified to date in<br />
scholarship on women in education, ought to be part of a compl<strong>et</strong>e program in<br />
the <strong>de</strong>velopment of professional knowledge. 23 The integration of gen<strong>de</strong>r studies<br />
also leads us to ask new questions. One area of concern is research on sex<br />
differences in education, which has led and continues to lead to the oppression<br />
of women. Another is the male standard that continues to inform curriculum<br />
<strong>de</strong>velopment. 24 These raise serious questions for the study of education. No claim<br />
to knowledge can be consi<strong>de</strong>red beyond <strong>de</strong>bate or question. But to <strong>de</strong>ny legitimate<br />
and scholarly approaches a place in the <strong>de</strong>bate is an equal mistake. Stu<strong>de</strong>nts<br />
in teacher education programs should become participants in the theor<strong>et</strong>ical<br />
discussions that <strong>de</strong>fine and <strong>de</strong>fend our profession. For them to become full participants,<br />
the full range of these <strong>de</strong>bates must be an integral part of teacher<br />
preparation programs.<br />
As well as adding to our un<strong>de</strong>rstanding of the more theor<strong>et</strong>ical parts of professional<br />
education, the study of women in education has ad<strong>de</strong>d to our un<strong>de</strong>rstanding<br />
of the m<strong>et</strong>hodology of teaching. Our knowledge about gen<strong>de</strong>r differences in<br />
the motivation for and selection of subjects can give us important information<br />
about how to treat subjects in schools. Teachers need to be aware of social<br />
structures that create such differences. More fundamentally, the <strong>de</strong>velopment of<br />
a feminist pedagogy would need to be studied. 25 Approaches to teaching that rely
GENDER STUDIES AND TEACHER EDUCATION 425<br />
on personal experience and autobiography need to be integrated with our more<br />
traditional styles of teaching.<br />
Two catchwords in current use in the professional preparation of teachers are<br />
“effectiveness” and “reflection.” Teacher educators want, at least for the present,<br />
teachers to be both effective in and reflective about their teaching. The integration<br />
of gen<strong>de</strong>r studies will contribute to both. Teachers who are aware of<br />
differences b<strong>et</strong>ween females and males will be able to take these into account in<br />
their teaching; in so doing they will be more effective in their teaching than if<br />
they were to teach in ignorance of these differences. As well, teachers’ greater<br />
knowledge and un<strong>de</strong>rstanding will enable them to be more reflective in their<br />
teaching. To reflect on one’s teaching requires that one has a knowledge background<br />
against which one can place present experience and from which one can<br />
begin to un<strong>de</strong>rstand that experience. To expand the teacher’s un<strong>de</strong>rstanding of<br />
the profession is one way to help the teacher become more reflective about<br />
practice. 26<br />
Practice<br />
We now turn to the final component of a teacher education program: practice.<br />
To begin, and to be very practical, one of the authors recently served as a faculty<br />
consultant for some stu<strong>de</strong>nt teachers doing their practicum in English and language<br />
arts at the junior high school level. One day, a stu<strong>de</strong>nt teacher had a very<br />
lively discussion with her class. The stu<strong>de</strong>nts were so interested in the topic that<br />
they volunteered all comments, and the stu<strong>de</strong>nt teacher did not call on stu<strong>de</strong>nts<br />
for their views. After the lesson, the faculty consultant asked the stu<strong>de</strong>nt teacher,<br />
“In that discussion, did you notice that not one female stu<strong>de</strong>nt said a word?” The<br />
stu<strong>de</strong>nt teacher had not noticed this; that someone always had som<strong>et</strong>hing to say<br />
without her having to call on stu<strong>de</strong>nts was enough to suggest class discussion<br />
was going well. The stu<strong>de</strong>nt teacher and faculty consultant then had a discussion<br />
about how stu<strong>de</strong>nts at this age display assertiveness in differential ways, about<br />
the social expectations for “good boys” and “good girls,” about the ways girls<br />
and boys see themselves at this point in their lives. They also discussed wh<strong>et</strong>her<br />
teachers should reinforce this kind of position or wh<strong>et</strong>her they should try to<br />
encourage girls to participate in class discussion. The stu<strong>de</strong>nt teacher opted for<br />
the latter view.<br />
We recognize there is nothing profound about this case. But this discussion<br />
would not have taken place if the faculty consultant had not had a little background<br />
knowledge in gen<strong>de</strong>r studies, since it was information from this area of<br />
knowledge that provoked the faculty consultant to pay attention to the gen<strong>de</strong>r of<br />
those participating in the class discussion. In this way gen<strong>de</strong>r studies was integrated<br />
into the stu<strong>de</strong>nt teaching component of the teacher education program. As<br />
the practice component is where the knowledge and skills obtained in the other
426 ALLEN T. PEARSON & PATRICIA T. ROOKE<br />
three components are put to use, if the integration of gen<strong>de</strong>r studies into the<br />
professional preparation of teachers is justified, it follows that it is important that<br />
gen<strong>de</strong>r studies be integrated into the teaching practice component.<br />
CONCLUSION<br />
We began with a quotation reminding us that teaching is a political act. Teaching<br />
teachers is of course no less a political act. The <strong>de</strong>cision to mainstream gen<strong>de</strong>r<br />
studies in teacher education is a political act that we have here tried to <strong>de</strong>fend.<br />
Our arguments have treated the issue in a broad political way, as an issue concerned<br />
with the good of soci<strong>et</strong>y and its members. To show how mainstreaming<br />
gen<strong>de</strong>r studies contributes to teacher education is not just to make some points<br />
about the preparation of teachers, it is as well to ask us to think about the kinds<br />
of lives we want to lead and the kind of soci<strong>et</strong>y we want to live in. Teachers in<br />
some, perhaps small, ways affect the attitu<strong>de</strong>s of the young as they mature into<br />
members of soci<strong>et</strong>y. Teacher educators, perhaps in even smaller ways, affect the<br />
attitu<strong>de</strong>s that teachers bring to their classrooms. To advocate the mainstreaming<br />
of gen<strong>de</strong>r studies is therefore to make a commitment to a view of the world that<br />
is to be presented to children in schools. We believe our commitments are clear;<br />
we hope our arguments are persuasive.<br />
NOTES<br />
1<br />
We thank the anonymous peer reviewers for comments that helped us improve this article.<br />
2<br />
This program is complemented by a similar plan for Afro-American un<strong>de</strong>rgraduates. See Evelyn<br />
Torton Beck, Sandra C. Green, Diana R. Jackson, and B<strong>et</strong>ty Schmitz, “The Feminist Transformation<br />
of a University: A Case Study,” Women’s Studies Quarterly 18, nos. 1/2 (1990): 174–78.<br />
3 We thank Ann Hall of the University of Alberta for her summary “Curriculum Transformation,<br />
Integration and/or Balancing,” April 1988. The following inclu<strong>de</strong> only some of the numerous case<br />
studies: Bonnie Spanier, Alexan<strong>de</strong>r Bloom, and Darlene Boroviak, eds., Gen<strong>de</strong>r Integration<br />
Projects Cambridge, Mass.: Schenkman, 1984); Jo Ann M. Fritsche, ed., Toward Excellence and<br />
Equity: The Scholarship on Women as a Catalyst for Change in the University (Orono, Me.:<br />
University of Maine Press, 1985); Margar<strong>et</strong> L. An<strong>de</strong>rson, “Changing the Curriculum in Higher<br />
Education,” Signs 12, no. 2 (1987): 222–54; B<strong>et</strong>ty Schmitz, Myra Dinerstein, and Nancy Muirs,<br />
“Initiating a Curriculum Integration Project: <strong>Le</strong>ssons for the Campus and the Region,” in Women’s<br />
Place in the Aca<strong>de</strong>my: Transforming the Liberal Arts Curricula, ed. Marilyn Schuster and Susan<br />
Van Dyne (Totowa, N.J.: Rowman and Allanheld, 1985): 116–29; K. Merrill, “Wheaton College:<br />
Integrating the Study of Women Into the Liberal Arts,” Women’s Studies Quarterly, 10, no. 1<br />
(1982): 24–25; M. Schuster and S. Van Dyne, “Placing Women and the Liberal Arts: Stages of<br />
Curriculum Transformation,” Harvard Educational Review 54, no. 4 (1984): 413–28; and P.<br />
Brown, “Montana State University: Seeking Women’s Equity Through Curriculum Revision,”<br />
Women’s Studies Quarterly 10, no. 1 (1982): 25–26.<br />
4<br />
The “Restoring Women to History” series (1988; revised edition, 1990) consists of teaching<br />
pack<strong>et</strong>s and material for Western civilization and U.S. history courses.<br />
5<br />
Susan Hardy Aitken <strong>et</strong> al., “Trying Transformations: Curricula Integration and the Problem of<br />
Resistance,” Signs 12, no. 2 (1987): 255–75.
GENDER STUDIES AND TEACHER EDUCATION 427<br />
6 We thank Rosemary Sha<strong>de</strong> for sharing this proposal with our <strong>de</strong>partment. Also see M. McGowan,<br />
“A New Opportunity for Women’s Studies: Inclusion in a Revised Core Curriculum,” Frontiers<br />
8, no. 3 (1986): 110–13, and P. McIntosh, “Warning: The New Scholarship on Women May Be<br />
Hazardous to Your Ego,” Women’s Studies Quarterly 10, no. 1 (1982): 29–31.<br />
7 Aitken <strong>et</strong> al., p. 258.<br />
8<br />
Ibid.<br />
9<br />
See Judith Waltzer, “New Knowledge or a New Discipline?” Change (1982): 21–23; and B<strong>et</strong>ty<br />
Schmitz, “Current Status Report on Curriculum Integration Projects,” Women’s Studies Quarterly<br />
10, no. 3 (1982), 16–17. For a Canadian perspective, see J. Gaskell, A. McLaren, and M.<br />
Novogrodsky, Claiming an Education (Toronto: Our Schools/Ourselves Education Foundation,<br />
1989).<br />
10<br />
Two interesting explications of this issue are found in N. Glazer, “Questioning Eclectic Practice<br />
in Curriculum Change: A Marxist Perspective,” Signs 12, no. 2 (1987): 293–304, and L. Kramer<br />
and G. T. Martin, Jr., “Mainstreaming Gen<strong>de</strong>r: Some Thoughts for the Non-Specialist,” Teaching<br />
Sociology 16, no. 2 (1988): 133–40.<br />
11<br />
Peggy McIntosh, “A Note on Terminology,” Women’s Studies Quarterly 11, no. 2 (1983): 29–30.<br />
The author comments on the terminological confusion as reflecting the profundity of the activity<br />
(of mainstreaming). See also Nan Koohane, “Our Mission Should Not Be Merely to ‘Reclaim’<br />
a <strong>Le</strong>gacy of Scholarship — We Must Expand on It,” Chronicle of Higher Education 32 (2 April<br />
1986): 88.<br />
12<br />
Sandra Coyner, “The I<strong>de</strong>as of Mainstreaming: Women’s Studies and the Disciplines,” Frontiers<br />
8 (1986): 87–95; C. Stimpson, “New Consciousness, Old Institutions: The Need for Reconciliation”<br />
(unpublished paper); and <strong>Le</strong>slie R. Wolfe, “O Brave New Curriculum: Feminism and the<br />
Future of the Liberal Arts,” Theory Into Practice 25, no. 4 (1986): 284–89 all discuss these issues<br />
as part of their arguments.<br />
13<br />
See Mary Kay Thompson T<strong>et</strong>reault, “The Journey from Male Defined to Gen<strong>de</strong>r Balanced Education,”<br />
Theory Into Practice 25, no. 4 (1986): 227–34 and C. Lougee, “Women, History and the<br />
Humanities,” Women’s Studies Quarterly 9, no. 1 (1981): 4–7. For a careful discussion of the<br />
significance of “separate spheres” historically, both as trope and as an i<strong>de</strong>ology, including how<br />
its assumptions have shaped scholarship and needs to be re-examined, see Linda Kerber, “Separate<br />
Spheres, Female Worlds, Women’s Place: The Rh<strong>et</strong>oric of Women’s History,” Journal of<br />
American History 75 (June 1988): 9–39.<br />
14<br />
Lawrence A. Cremin, The Education of the Educating Professions (Washington, D.C.: The American<br />
Association of Colleges for Teacher Education, 1977): 12–13.<br />
15<br />
For a <strong>de</strong>fense see, for example, Allen T. Pearson, The Teacher: Theory and Practice in Teacher<br />
Education (New York: Routledge, 1989), Chapter 8.<br />
16<br />
William Hare, Open-min<strong>de</strong>dness and Education (Montreal: McGill-Queen’s University Press,<br />
1979): 9.<br />
17<br />
Ibid.<br />
18<br />
Ibid., p. 65. Emphasis in the original.<br />
19<br />
The discussion here bears some relation to Hare’s point on unconscious bias as possible evi<strong>de</strong>nce<br />
of close-min<strong>de</strong>dness; cf. op. cit., pp. 79–80.<br />
20<br />
Although the particular character trait of sensitivity that we have i<strong>de</strong>ntified is little discussed, it<br />
is closely related to a central theme in moral education and moral philosophy. See, for example,<br />
Nel Noddings, Caring: A Feminine Approach to Ethics and Moral Education (Berkeley:<br />
University of California Press, 1984) and Debra Shogan, Care and Moral Motivation (Toronto:<br />
OISE Press, 1988).
428 ALLEN T. PEARSON & PATRICIA T. ROOKE<br />
21<br />
Michael W. Apple and Susan Jungck, “‘You Don’t Have to be a Teacher to Teach This Unit’:<br />
Teaching, Technology, and Gen<strong>de</strong>r in the Classroom,” American Educational Research Journal<br />
27, no. 2 (1990): 232.<br />
22<br />
An interesting vari<strong>et</strong>y of perspectives on this is found in Kathleen Weiler, Women Teaching for<br />
Change: Gen<strong>de</strong>r, Class and Power (South Hadley, Mass.: Bergin and Garvey, 1988) and Frieda<br />
Forman <strong>et</strong> al., eds., Feminism and Education: A Canadian Perspective (Toronto: Centre for<br />
Women’s Studies in Education, 1990).<br />
23<br />
For a position on gen<strong>de</strong>r studies in the professional component of teacher education, see Daniel<br />
P. Liston and Kenn<strong>et</strong>h M. Zeichner, “Teacher Education and the Social Context of Schooling:<br />
Issues for Curriculum Development,” American Educational Research Journal 27, no. 4 (1990):<br />
630–36.<br />
24<br />
Nel Noddings, “Feminist Critiques in the Professions,” in Review of Research in Education 16,<br />
C. Caz<strong>de</strong>n, ed. (Washington, D.C.: AERA, 1990): 407–9.<br />
25<br />
Ibid., p. 411.<br />
26<br />
See Pearson, op. cit., pp. 144–46.<br />
Allen T. Pearson and Patricia T. Rooke are in the Department of Educational Foundations, Faculty<br />
of Education, University of Alberta, Edmonton, Alberta, T6G 2G5.
Creating a Professional Standard of Moral Conduct<br />
for Canadian Teachers: A Work in Progress<br />
James R. Covert<br />
memorial university of newfoundland<br />
The Charter of Rights and Freedoms protects the rights of all Canadians. Historically,<br />
Canadian legislation has allowed <strong>de</strong>nominational schools to exercise the rights of the<br />
group over the individual rights of teachers. Denominational doctrine is used as a bona<br />
fi<strong>de</strong> <strong>de</strong>finition of moral conduct in these situations. In public schools, the standards of<br />
moral behaviour are less clear. In this article I investigate the role of the local community<br />
in s<strong>et</strong>ting moral standards for public schools by reviewing several court cases. I suggest<br />
that public school teachers may best protect their human rights by asserting their professional<br />
status through collective bargaining and peer review.<br />
La charte <strong>de</strong>s droits <strong>et</strong> libertés protège les droits <strong>de</strong> tout Canadien <strong>et</strong> toute Canadienne.<br />
Depuis toujours, la législation canadienne perm<strong>et</strong> aux droits <strong>de</strong>s écoles confessionnelles<br />
d’avoir préséance sur les droits <strong>de</strong>s enseignants <strong>et</strong> <strong>de</strong>s enseignantes. La doctrine confessionnelle<br />
sert à définir la conduite morale dans un tel contexte. Dans les écoles publiques,<br />
ces critères ne sont pas aussi n<strong>et</strong>tement définis. Dans c<strong>et</strong> article, l’auteur étudie le rôle <strong>de</strong><br />
la communauté locale dans l’établissement <strong>de</strong> critères moraux dans les écoles publiques<br />
en passant en revue plusieurs procès. Il soutient que c’est en affirmant leur statut<br />
professionnel par la négociation collective <strong>et</strong> l’évaluation par leurs pairs que les enseignants<br />
<strong>et</strong> enseignantes <strong>de</strong>s écoles publiques réussiront peut-être le mieux à protéger leurs<br />
droits.<br />
THE CANADIAN CHARTER OF RIGHTS AND FREEDOMS<br />
The early eighties saw the culmination of a long legal and political process to<br />
enshrine certain human rights in the Canadian Constitution. With the passage of<br />
the Constitution Act of 1982, 1 including within it the Charter of Rights and<br />
Freedoms, the Government of Canada claimed certain human rights and freedoms<br />
should be granted to all Canadians. Jean Chrétien, then Minister of Justice, outlined<br />
this sentiment clearly in a preface to The Charter of Rights and Freedoms:<br />
A Gui<strong>de</strong> for Canadians:<br />
In a free and <strong>de</strong>mocratic soci<strong>et</strong>y, it is important that citizens know exactly what their<br />
rights and freedoms are. ...Inacountry like Canada . . . the only way to provi<strong>de</strong> equal<br />
protection to everyone is to enshrine those basic rights and freedoms in the constitution.<br />
To be sure, there have been a host of fe<strong>de</strong>ral and provincial laws guaranteeing some<br />
of our fundamental rights and freedoms. However, these laws have varied from province<br />
429 CANADIAN JOURNAL OF EDUCATION 18:4 (1993)
430 JAMES R. COVERT<br />
to province, with the result that basic rights have been unevenly protected through our<br />
country. Now that our rights will be written into the Constitution, it will be a constant<br />
remin<strong>de</strong>r to our political lea<strong>de</strong>rs that they must wield their authority with caution and<br />
wisdom. 2<br />
In making these claims, Mr. Chrétien voiced the concerns of many Canadians.<br />
The Charter was to ensure that fundamental freedoms would be available to all<br />
Canadians. These universal Charter freedoms were to be administered by the<br />
courts in such a way that different cultural groups within Canadian soci<strong>et</strong>y, as<br />
well as individual citizens, would be treated fairly.<br />
Section 2 s<strong>et</strong>s out individual fundamental freedoms.<br />
Everyone has the following fundamental freedoms:<br />
(a) freedom of conscience and religion;<br />
(b) freedom of thought, belief, opinion and expression, including freedom of the press and<br />
other media of communication;<br />
(c) freedom of peaceful assembly; and<br />
(d) freedom of association. 3<br />
Section 7, tog<strong>et</strong>her with other preceding sections, spells out how these fundamental<br />
freedoms are legally protected.<br />
Everyone has the right to life, liberty and security of the person and the right not to be<br />
<strong>de</strong>prived thereof except in accordance with the principles of fundamental justice. 4<br />
Ensuring individual freedoms in the Canadian multicultural context is a difficult<br />
task, particularly because of the origins of the nation and the terms of Confe<strong>de</strong>ration.<br />
Nevertheless, Section 27 of the Charter is an interpr<strong>et</strong>ive injunction<br />
that gives direction to judicial interpr<strong>et</strong>ation in light of the multicultural character<br />
of Canadian soci<strong>et</strong>y.<br />
This Charter shall be interpr<strong>et</strong>ed in a manner consistent with the preservation and<br />
enhancement of the multicultural heritage of Canadians. 5<br />
To ensure that the Canadian mosaic endures, it is necessary to protect the rights<br />
of constituent groups, som<strong>et</strong>imes to the d<strong>et</strong>riment of the individual. There is,<br />
however, still a commitment in the Charter to the exercise of individual rights.<br />
This article is about the tension b<strong>et</strong>ween group and individual rights as it relates<br />
to teachers; more specifically, it is about the protection of the human rights of<br />
individual teachers from arbitrary infringement by local school authorities.<br />
Section 1 of the Charter recognizes that individual rights are not unlimited and<br />
emphasizes the importance of the judicial system’s tempering spirit.
A PROFESSIONAL STANDARD OF MORAL CONDUCT 431<br />
The Canadian Charter of Rights and Freedoms guarantees the rights and<br />
freedoms s<strong>et</strong> out in it subject to such reasonable limits prescribed by law as can<br />
be <strong>de</strong>monstrably justified in a free and <strong>de</strong>mocratic soci<strong>et</strong>y. 6<br />
One other section of the Charter is noteworthy because of its importance to<br />
the human rights of teachers. Section 29 reaffirms the rights of certain <strong>de</strong>nominational<br />
schools previously granted un<strong>de</strong>r Section 93 of the British North America<br />
Act.<br />
Nothing in this Charter abrogates or <strong>de</strong>rogates from any rights or privileges guaranteed<br />
by or un<strong>de</strong>r the Constitution of Canada in respect of <strong>de</strong>nominational, separate or dissi<strong>de</strong>nt<br />
schools. 7<br />
The specified schools can exercise their rights to maintain the religious integrity<br />
of their programs. The supremacy of these religious group rights over individual<br />
rights is clarified in the following passage.<br />
This ensures, for example, that neither the freedom of conscience and religion clause nor<br />
the equality rights clause, will be interpr<strong>et</strong>ed so as to strike down existing constitutional<br />
rights respecting the establishment and state financing of schools operated on a religious<br />
basis, with stu<strong>de</strong>nts and teachers selected according to their adherence to a particular<br />
religious faith. 8<br />
The courts had the opportunity to weigh the human rights of teachers against<br />
the rights of <strong>de</strong>nominational schools several times in the eighties. Some of these<br />
were post-Charter cases but none was heard by the Supreme Court of Canada.<br />
The picture will remain somewhat confused, therefore, until the Supreme Court<br />
of Canada tries some cases involving the human rights of teachers. Education in<br />
Canada is a provincial matter, and judicial rulings ma<strong>de</strong> in one province need not<br />
d<strong>et</strong>ermine policy in another province. Although all judicial systems strive to<br />
apply the law fairly and reasonably, judicial interpr<strong>et</strong>ations vary from one jurisdiction<br />
to another. It is unusual, however, for a provincial court to ignore rulings<br />
from another provincial jurisdiction.<br />
THE BONA FIDE QUALIFICATION AND DENOMINATIONAL RIGHTS<br />
All Canadian teachers are free, as citizens, to exercise their religious freedom.<br />
When, however, the exercise of their religious preference interferes with the<br />
religious board’s ability to impart <strong>de</strong>nominational doctrine, the teacher may be<br />
dismissed. The courts have constitutionally affirmed that <strong>de</strong>nominational schools<br />
may legally discriminate against teachers on religious grounds. The Supreme<br />
Court of Canada has ruled that for <strong>de</strong>nominational school boards to maintain<br />
their religious mandate they must be permitted to employ and maintain a teaching<br />
staff committed to <strong>de</strong>nominational school’s religious character.
432 JAMES R. COVERT<br />
JUDICIAL RULINGS THAT UPHOLD DENOMINATIONAL RIGHTS<br />
The Caldwell Case<br />
Perhaps the best known of the cases involving the religious rights of teachers is<br />
the Caldwell case. It began in 1979 prior to passage of the Charter, and was tried<br />
un<strong>de</strong>r the British Columbia Co<strong>de</strong> of Human Rights, eventually reaching the Supreme<br />
Court of Canada. Mrs. Caldwell was dismissed from her teaching position<br />
in a Roman Catholic school for marrying a divorced Protestant in a civil ceremony.<br />
Mr. Justice McIntyre, ruling for the Supreme Court of Canada, emphasized<br />
the religious nature of the school and the importance of the teacher as a<br />
religious role mo<strong>de</strong>l.<br />
The relationship of the teacher to the stu<strong>de</strong>nt enables the teacher to form the mind and<br />
attitu<strong>de</strong>s of the stu<strong>de</strong>nt and the church <strong>de</strong>pends not so much on the usual form of aca<strong>de</strong>mic<br />
instruction as on the teachers who, in imitation of Christ, are required to reveal the<br />
Christian message in their work and as well in all aspects of their behaviour. The teacher<br />
is expected to be an example consistent with the teachings of the church, and must<br />
proclaim the Catholic philosophy by his or her conduct within and without the school. 9<br />
The Roman Catholic school board claimed that Mrs. Caldwell could not serve<br />
as an appropriate moral role mo<strong>de</strong>l for her stu<strong>de</strong>nts because she had failed to<br />
abi<strong>de</strong> by Roman Catholic doctrine. Although her professional comp<strong>et</strong>ence was<br />
not questioned, her marriage outsi<strong>de</strong> the church was seen as an abridgement of<br />
a bona fi<strong>de</strong> religious qualification.<br />
Excluding consi<strong>de</strong>ration of the religious requirement, there is absolutely nothing in the<br />
case that would justify the dismissal of the appellant as a reasonable cause. In fact, her<br />
conduct and comp<strong>et</strong>ence as a teacher of mathematics and commercial subjects is acknowledged<br />
by all. Therefore, any justification for the non-renewal of her teaching<br />
contract must be found if at all in the absence of a bona fi<strong>de</strong> qualification. 10<br />
In that same school, roughly 30 percent of the teachers were not of the Roman<br />
Catholic faith. The Supreme Court recognized this fact, but still claimed that <strong>de</strong>nominational<br />
adherence was a bona fi<strong>de</strong> qualification for employment and could<br />
be used as a reasonable cause for dismissal.<br />
Although it would prefer to have a full Catholic teaching faculty, it has not always been<br />
possible for the school to do so. In the aca<strong>de</strong>mic year of 1977–78 that school employed<br />
20 teachers of whom six were non-Catholics. Two were of the Islamic faith and four were<br />
Christians of non-Catholic <strong>de</strong>nominations. Before employing a Catholic teacher, the<br />
school requires a certificate from the teacher’s parish priest to the effect that he or she<br />
is a practising Catholic. For non-Catholic teachers no such certificate is required but the<br />
nature and purpose of the Catholic school is stressed and explained and steps are taken
A PROFESSIONAL STANDARD OF MORAL CONDUCT 433<br />
to ensure that non-Catholic teachers observe the principles and practices of their own<br />
particular faith. The continued practice of the individual’s faith is a requirement for<br />
continued employment. In short the school expected that non-Catholic teachers would support<br />
the religious approach of the school. 11<br />
Therefore, adherence to the Roman Catholic doctrine constitutes a bona fi<strong>de</strong><br />
qualification only for Roman Catholics. Non-Catholic teachers must exhibit<br />
authentic religiosity in terms of their own faith, but it is clear that Roman<br />
Catholic teachers must me<strong>et</strong> a bona fi<strong>de</strong> qualification from which other teachers<br />
in the same school are exempt. Thus, <strong>de</strong>nominational schools maintain a double<br />
standard of employment validated by the Supreme Court of Canada. In making<br />
this ruling, the Supreme Court of Canada reaffirmed the consi<strong>de</strong>rable Canadian<br />
legislative tradition enabling the right of religious school boards to maintain the<br />
religious character of <strong>de</strong>nominational schools. The rights of the <strong>de</strong>nominational<br />
group outweigh the rights of the individual teacher.<br />
The Walsh Case<br />
In Newfoundland, the issue of a bona fi<strong>de</strong> religious qualification arose in 1988,<br />
after the ruling in the Caldwell Case, and was interpr<strong>et</strong>ed by Mr. Justice Marshall<br />
un<strong>de</strong>r the Charter of Rights and Freedoms at the Appeals Court level. Mr. Walsh<br />
was a Roman Catholic at the time he was employed, but later became a member<br />
of the Salvation Army and married a woman from his newly chosen faith. He<br />
was dismissed from his teaching position because he failed to continue to uphold<br />
the bona fi<strong>de</strong> qualification required at the time of his employment. It was argued<br />
that he could no longer be an appropriate religious role mo<strong>de</strong>l for his stu<strong>de</strong>nts<br />
because he had, by example, repudiated Roman Catholic doctrine. Mr. Walsh<br />
conten<strong>de</strong>d that he was willing and able to teach the Roman Catholic religion to<br />
his stu<strong>de</strong>nts because he had been a practising Roman Catholic for twenty-eight<br />
years. The Roman Catholic Board claimed that he could not be a living example<br />
of the faith because of his actions in private life. When Mr. Walsh conten<strong>de</strong>d<br />
that his human rights had been violated un<strong>de</strong>r the Charter of Rights and Freedoms,<br />
Mr. Justice Marshall ruled:<br />
This is not to say, as intimated by appellants’ counsel, that requiring religious conformance<br />
as a condition of employment ren<strong>de</strong>rs Mr. Walsh’s rights to freedom of conscience<br />
and religion illusory. These rights exist. However, they can not be exercised to impair the<br />
right of the School Board to operate its <strong>de</strong>nominational school in accordance with bona<br />
fi<strong>de</strong> religious beliefs and practices for the benefit of all members of that faith. Where a<br />
conflict exists, s.22 of the Charter clearly requires the scale to be tipped in favour of the<br />
general right. 12<br />
Mr. Justice Marshall used the prece<strong>de</strong>nt s<strong>et</strong> by the Supreme Court of Canada in<br />
the Caldwell case to rule against Mr. Walsh because of his failure to maintain
434 JAMES R. COVERT<br />
a bona fi<strong>de</strong> religious qualification, clearly <strong>de</strong>monstrating that a teacher’s Charter<br />
right to religious freedom can be overrid<strong>de</strong>n by the rights of a <strong>de</strong>nominational<br />
group as specified by Section 29 of the Charter. All levels of the judicial system<br />
indicated that Mr. Walsh was an educationally comp<strong>et</strong>ent teacher. He was dismissed<br />
because he failed to me<strong>et</strong> an additional qualification, that of appropriate<br />
religiosity.<br />
Mr. Walsh’s comp<strong>et</strong>ence as a teacher was never an issue. At issue was his serious<br />
<strong>de</strong>parture from the <strong>de</strong>nominational standards accepted by him as a condition of<br />
employment and the potential ill effects upon his stu<strong>de</strong>nts that could reasonably be<br />
anticipated as a result of their being instructed in the ten<strong>et</strong>s of a particular faith by one<br />
who had openly repudiated that faith. 13<br />
This is a second instance where an educationally comp<strong>et</strong>ent teacher was dismissed<br />
for failing to uphold the bona fi<strong>de</strong> religious qualification.<br />
The Walsh case was similar to the Caldwell case in one other aspect. This<br />
Newfoundland Roman Catholic school board also employed teachers who were<br />
not Roman Catholic — the arbitration board ruling ma<strong>de</strong> this fact quite clear.<br />
Non-Catholic teachers (and some 10–15% of the Board’s teaching staff fall into that<br />
category) are expected to show sympathy toward this policy [requiring religious<br />
conformance]. 14<br />
Section 29 therefore allows teachers of different religions to be treated differently<br />
within the same school board. Because some teachers employed by the school<br />
board have a bona fi<strong>de</strong> religious qualification and others do not, a Roman<br />
Catholic teacher may be held to a different, and some would say higher, moral<br />
standard than a non-Roman Catholic hired by the same board. The fact that this<br />
bona fi<strong>de</strong> religious qualification is applied over and above other professional<br />
qualifications means that some teachers may be dismissed for things that are<br />
tolerated in others teaching in the same school. It may seem strange that teachers<br />
can be dismissed for failing to uphold a bona fi<strong>de</strong> qualification that several of<br />
their colleagues may never have m<strong>et</strong>, but some may see this inconsistency as an<br />
acceptable price to pay for maintaining a <strong>de</strong>nominational system.<br />
Beginning teachers should be fully informed of their duties and obligations<br />
prior to employment. In <strong>de</strong>nominational schools, educational comp<strong>et</strong>ence is not<br />
enough to be and remain employed. Teachers who begin as practising members<br />
of the employing <strong>de</strong>nominational faith should realize that any change in their<br />
religious status may jeopardize their future employment with that <strong>de</strong>nominational<br />
board. If teachers must accept these restrictions on their human rights in or<strong>de</strong>r<br />
to be employed, at least they should be able to base their <strong>de</strong>cision on a full<br />
un<strong>de</strong>rstanding of their situation.
A PROFESSIONAL STANDARD OF MORAL CONDUCT 435<br />
It is also important that Canadian teachers be given the option of working in<br />
a non-<strong>de</strong>nominational s<strong>et</strong>ting. Interestingly, in Newfoundland all schools are currently<br />
affiliated with a Christian religion. If teachers do not have the option of<br />
teaching for a non-<strong>de</strong>nominational school board, then their human rights are in<br />
greater jeopardy than those of teachers who chose to relinquish their human<br />
rights in or<strong>de</strong>r to be hired by a <strong>de</strong>nominational board.<br />
JUDICIAL RULINGS THAT QUESTION DENOMINATIONAL RIGHTS RULINGS<br />
In the two previous cases, due process was the m<strong>et</strong>hod used to protect the human<br />
rights of teachers. Another option may exist: teacher associations may be able to<br />
structure their collective agreements to b<strong>et</strong>ter protect teacher rights. This is<br />
exemplified by the Kersey case, heard prior to the Caldwell ruling, in 1982.<br />
The Kersey Case<br />
In 1980, Mrs. Kersey, a non-Catholic, was hired on a one-year contract by the<br />
Essex County Roman Catholic School Board in Ontario. Her contract was<br />
renewed for a further year because the board could not find a qualified Roman<br />
Catholic teacher to fill the position. Following her second appointment with the<br />
board, Mrs. Kersey’s position was <strong>de</strong>clared redundant and she was placed on a<br />
recall list. The next year a Roman Catholic teacher, who was lower on the recall<br />
list, was hired to fill a position for which Mrs. Kersey had the requisite professional<br />
qualifications. The teacher association argued that Mrs. Kersey should be<br />
reappointed because she ranked higher on the recall list and the advertised position<br />
ma<strong>de</strong> no reference to religion as a qualification for employment.<br />
The Board of Arbitration ruled that the collective agreement did not require<br />
religious qualification as a condition of employment. They stated:<br />
Therefore, since there is nothing in the Collective Agreement . . . indicating that Roman<br />
Catholicity is a basic requirement in all recall situations, and since <strong>de</strong>nomination was not<br />
inclu<strong>de</strong>d within the list of qualifications specified on the particular job posting in question,<br />
there is no basis on which to conclu<strong>de</strong> that being a Roman Catholic is a “required<br />
qualification” for this available position. ... 15<br />
The arbitration board ruling went on to address the relevance of a bona fi<strong>de</strong><br />
religious qualification for holding a teaching position in the eighties.<br />
It seems to us an obvious fallacy in the Employer’s position that it is here arguing that<br />
Roman Catholicism is an inherent and basic qualification for any full-time teaching position,<br />
including the one at issue here, while, at the same time, stating that non-Catholic<br />
teachers have been, and continue to be, employed precisely because they have been found<br />
to be qualified for a certain teaching position where no qualified Roman Catholic is
436 JAMES R. COVERT<br />
available. To find that Roman Catholicism is a fundamental qualification for a full-time<br />
classroom teaching position within this system would compel a conclusion that the non-<br />
Catholics employed are, therefore, not qualified when, in fact that was the very reason for<br />
their employment in the first place. ...[O]ne would not reasonably expect a School<br />
Board in the 1980’s to blindly assume in all cases that, simply by the fact of Roman<br />
Catholicity, a teacher is qualified to teach various aca<strong>de</strong>mic subjects, even religion, where<br />
a non-Catholic with i<strong>de</strong>ntical other “qualifications” is not. Nor, it seems to us, does the<br />
fact of <strong>de</strong>nomination in and of itself necessarily ensure the Board’s stated aim of an<br />
educational service consistent with the philosophy of Catholic education regardless of the<br />
individual teacher’s personal commitment to, or performance of, his religion. 16<br />
The Board ruled in favour of Mrs. Kersey and she regained her position, due in<br />
part to the wording of the collective agreement. This ruling suggests that there<br />
may be room for teacher associations to resolve the inconsistency of the bona<br />
fi<strong>de</strong> qualification within the framework of their collective agreements.<br />
The Barron-Babb Case<br />
The question of religion being a bona fi<strong>de</strong> job qualification arose in Newfoundland<br />
again in the Barron-Babb case in 1983, in which the arbitration board was<br />
also concerned about the relevance of a religious cre<strong>de</strong>ntial in a situation wherein<br />
one teacher association represents both <strong>de</strong>nominational and non<strong>de</strong>nominational<br />
teachers in collective bargaining. Ms. Barron-Babb was a Roman Catholic teacher<br />
dismissed for marrying a Protestant in the Anglican Church. Ms. Barron-Babb<br />
sought special dispensation to marry outsi<strong>de</strong> the Roman Catholic religion, but<br />
due to circumstances beyond her control, she had to marry her Protestant fiance<br />
in a non-Catholic ceremony. She vowed to remain a practising Roman Catholic<br />
and to teach the children in the same manner that had won her a tenured appointment<br />
one year earlier. The arbitration board ruled in her favour.<br />
The Association does not, in the bargaining process, take cognizance of the claim that<br />
teachers professing the Roman Catholic faith have more or fewer rights un<strong>de</strong>r the Collective<br />
Agreement than teachers professing other faiths. The Association, furthermore, and<br />
where the argument of teaching by example is concerned, is willing to admit a substantive<br />
difference b<strong>et</strong>ween a teacher who does not nor ever did profess the Roman Catholic faith<br />
and one who once did so but who is not now in good standing in the church. That the<br />
purpose of Roman Catholic education may be advanced by the former, even though he<br />
or she might be Protestant or in<strong>de</strong>ed, a non-Christian, but not by the latter, would appear<br />
to be somewhat incongruous.<br />
Again the arbitrators must agree that, within the context of the Collective Agreement,<br />
the imposition of special sanctions against a particular group of teachers is discriminatory<br />
and contrary to the principles of natural justice and of equity. 17<br />
When the case was appealed to the Supreme Court of Newfoundland, Mr.<br />
Justice Goodrich also found in favour of the teacher, but stated that the arbi-
A PROFESSIONAL STANDARD OF MORAL CONDUCT 437<br />
tration board had ma<strong>de</strong> the right ruling for the wrong reason. The case was won<br />
on a legal technicality, since the Minister responsible had not signed the by-law<br />
governing the case.<br />
These two cases, Kersey and Barron-Babb, show the importance of due<br />
process and indicate that it is possible for teacher associations to write safeguards<br />
for teacher human rights into collective agreements. It should also be noted that<br />
two arbitration boards in two different provinces questioned the appropriateness<br />
of religion as a bona fi<strong>de</strong> qualification.<br />
THE ROLE OF THE COMMUNITY IN DETERMINING AN APPROPRIATE ROLE MODEL<br />
FOR PUBLIC SCHOOL TEACHERS<br />
The Supreme Court of Canada ruling in the Caldwell case has gone a long way<br />
toward <strong>de</strong>fining what standards should be observed in certain <strong>de</strong>nominational<br />
situations. Teachers in non-<strong>de</strong>nominational s<strong>et</strong>tings, however, do not have <strong>de</strong>nominational<br />
doctrine to provi<strong>de</strong> gui<strong>de</strong>lines of appropriate behaviour. Collective<br />
agreements, prece<strong>de</strong>nts s<strong>et</strong> by arbitration board rulings, and judicial review all<br />
become primary sources of information about what counts as appropriate teacher<br />
behaviour in both <strong>de</strong>nominational and non-<strong>de</strong>nominational schools. It is therefore<br />
important for judicial rulings to be un<strong>de</strong>rstandable and consistent. The following<br />
cases indicate possible inconsistencies in judicial rulings, and raise the question<br />
of who should s<strong>et</strong> policy for appropriate teacher behaviour in the public school<br />
s<strong>et</strong>ting. They <strong>de</strong>al with the private lives of teachers and the part that the local<br />
community plays in d<strong>et</strong>ermining what should count as appropriate teacher behaviour.<br />
The standards for non-<strong>de</strong>nominational schools are still evolving, but can be<br />
traced back to the <strong>de</strong>nominational cases already discussed. Two additional <strong>de</strong>nominational<br />
cases, the Casagran<strong>de</strong> case and the Bonnier case, indicate how the<br />
importance of an appropriate lifestyle in a <strong>de</strong>nominational school s<strong>et</strong>ting might<br />
influence the interpr<strong>et</strong>ation of appropriate teacher behaviour in the public school.<br />
These cases also show that similar life situations can lead to opposite judicial<br />
rulings in different provincial jurisdictions.<br />
The Casagran<strong>de</strong> Case<br />
In 1986 the Roman Catholic School Board of Hinton, Alberta, was accused of<br />
violating a teacher’s Charter rights by interfering in her private life and<br />
discriminating against her on the basis of sex. Ms. Casagran<strong>de</strong> was dismissed<br />
from her teaching position when she became pregnant out of wedlock for a<br />
second time. Mr. Justice Holmes, presiding over the arbitration hearing, indicated<br />
that teachers must behave morally in their private lives as well as on the job.
438 JAMES R. COVERT<br />
In line with this [Roman Catholic] philosophy, the board adopted a policy which required<br />
each of its teachers, firstly, “to conduct himself and herself in a manner both in the school<br />
and in the community which is consistent with the philosophy of the school district”;<br />
secondly, “to participate in the faith community as a positive example to the stu<strong>de</strong>nts and<br />
parents.” 18<br />
The school board argued that Ms. Casagran<strong>de</strong> failed to live up to Roman<br />
Catholic doctrine by engaging in pre-marital sexual intercourse. The ensuing<br />
pregnancy was an indicator of this inappropriate lifestyle, but it was the lifestyle<br />
that was objectionable, not the pregnancy.<br />
The evi<strong>de</strong>nce did not indicate the appellant was treated differently than would be any<br />
other Catholic teacher, male or female. ...[T]he alleged discrimination was based not<br />
on pregnancy or the sex of the appellant but her act of sexual intercourse out of wedlock.<br />
That kind of misconduct would seem attributable to both males and females. 19<br />
According to Mr. Justice Holmes, this was not a case of sexual discrimination,<br />
because the lifestyle attributed to Ms. Casagran<strong>de</strong> could also be adopted by male<br />
teachers. Both males and females must abi<strong>de</strong> by the same <strong>de</strong>nominational doctrine.<br />
If male teachers are caught engaging in a similarly inappropriate lifestyle,<br />
they too may be dismissed. The ruling indicates that all Roman Catholic teachers<br />
must live a lifestyle consistent with the religious doctrine of the Roman Catholic<br />
Church. Therefore, Roman Catholic doctrine should provi<strong>de</strong> moral principles for<br />
all Canadian Roman Catholic teachers regardless of provincial boundaries or the<br />
preference of the local school boards, and all Roman Catholic teachers employed<br />
by Roman Catholic school boards across the country should have a clear un<strong>de</strong>rstanding<br />
of their rights and obligations.<br />
This ruling indicates that what a Roman Catholic teacher does in her or his<br />
private life may be cause for dismissal even though it does not involve marriage<br />
outsi<strong>de</strong> the church. This prece<strong>de</strong>nt based on lifestyle may also form the basis for<br />
rulings ma<strong>de</strong> in cases concerned with teacher behaviour in public schools.<br />
The Bonnier Case<br />
Prior to the Casagran<strong>de</strong> case, a similar question of lifestyle, this time for a male<br />
Roman Catholic teacher in a Roman Catholic school in Laval, went as far as the<br />
Quebec Superior Court. In 1978, Mr. Bonnier posed nu<strong>de</strong> with his co-habitant,<br />
Miss Nu<strong>de</strong> Quebec, who had been a stu<strong>de</strong>nt of his the previous year. The picture<br />
was taken at a private nudist club and was published in a Montreal newspaper,<br />
<strong>Le</strong> Nouveau Samedi. The school board suspen<strong>de</strong>d Mr. Bonnier without pay for<br />
six weeks, and Mr. Bonnier appealed his suspension to a board of arbitration.<br />
The arbitration board ruling carefully consi<strong>de</strong>red Roman Catholic doctrine, but<br />
also took contemporary morality into account.
A PROFESSIONAL STANDARD OF MORAL CONDUCT 439<br />
The Board must consi<strong>de</strong>r the times in which we live. The same act carried out 15 or 20<br />
years ago would have caused a mini-revolution with consi<strong>de</strong>rable consequences. 20<br />
The arbitration board said nothing had been presented during the hearing to<br />
indicate that Mr. Bonnier’s nudity was contrary to its un<strong>de</strong>rstanding of Roman<br />
Catholic doctrine. In addition, it indicated that the inci<strong>de</strong>nt had taken place<br />
during the summer, so there was little disruption to the school. Further to this<br />
point, the arbitration board said the Laval School Board had been effective in<br />
qui<strong>et</strong>ing any parental concerns. It said, however, that had there been a greater<br />
public outcry, Mr. Bonnier might have lost his job.<br />
Without saying that he has done anything wrong, however, in agreeing to pose nu<strong>de</strong> with<br />
his girlfriend at a public event, he was risking causing a controversy that would have<br />
ma<strong>de</strong> it difficult to carry out his duties and might have justified his employers’ adopting<br />
the most severe disciplinary measures. By acting in this way, Mr. Bonnier risked publicity<br />
which could have been disastrous for him. Can we be sure that the parents of his pupils<br />
would have accepted the fact that he was living with an ex-stu<strong>de</strong>nt and entered a nudist<br />
comp<strong>et</strong>ition with her? Might the parents not have believed that their own girls would have<br />
been at risk in having him as a teacher? 21<br />
This raises the question of local control even in instances where Roman<br />
Catholic doctrine governs the behaviour of <strong>de</strong>nominational teachers. Had the<br />
inci<strong>de</strong>nt caused an outcry from the parents, and had it not been handled so well<br />
by the school board, the ruling might have been different.<br />
Because Mr. Bonnier had been an exemplary teacher for eleven years, and<br />
because the inci<strong>de</strong>nt caused little public concern, the arbitration board pronounced<br />
the suspension “draconian, disproportionate and totally unacceptable.” 22<br />
They or<strong>de</strong>red that Mr. Bonnier be totally exonerated.<br />
The grievance is upheld, and the employer is or<strong>de</strong>red to cancel the suspension and remove<br />
the l<strong>et</strong>ter from his file, and reimburse him, with interest, for the money he lost. 23<br />
The arbitration board ad<strong>de</strong>d an interesting footnote to its ruling.<br />
Without discussing or contesting his opinions on nudism or the way he spends his leisure<br />
time, we hope that the present <strong>de</strong>cision will serve as a warning to him to be more careful<br />
in the future. 24<br />
It is difficult to see how compl<strong>et</strong>e exoneration would serve as a warning to Mr.<br />
Bonnier, or how it would help to provi<strong>de</strong> gui<strong>de</strong>lines for other Roman Catholic<br />
teachers. The school boards in both the Casagran<strong>de</strong> and the Bonnier cases saw<br />
the teacher’s action as contrary to Roman Catholic doctrine, but the judicial<br />
interpr<strong>et</strong>ation in the two cases was less consistent. In the Casagran<strong>de</strong> case, the<br />
hint of sexual discrimination arises, but the real concern in the Bonnier case is
440 JAMES R. COVERT<br />
wh<strong>et</strong>her the arbitration board’s <strong>de</strong>cision would have been swayed by a lou<strong>de</strong>r<br />
outcry from the local community. It is interesting that when the school board<br />
appealed the Bonnier ruling, the Quebec Superior Court upheld the finding of the<br />
arbitration board, saying that the board was within its rights when its members<br />
used their own personal knowledge and experience to interpr<strong>et</strong> Roman Catholic<br />
doctrine.<br />
In Alberta, Ms. Casagran<strong>de</strong> was dismissed from her teaching position for<br />
living an inappropriate lifestyle that happened to manifest itself in pregnancy. In<br />
Quebec, Mr. Bonnier was judged not to be living an inappropriate lifestyle even<br />
though he was co-habiting with a stu<strong>de</strong>nt from his class of the previous year, and<br />
allowed a photograph of himself in the nu<strong>de</strong> with his partner to be published in<br />
a newspaper. Although the premarital living arrangements in both instances may<br />
have been similar, the evi<strong>de</strong>nce of their co-habitation was quite different. The<br />
resultant disciplinary action imposed by the judicial system was diam<strong>et</strong>rically<br />
opposed even though Roman Catholic doctrine governed both cases. This suggests<br />
that local preference may play a role in judicial rulings even beyond the<br />
school board level.<br />
The Shewan Case<br />
Another case that involves the local community <strong>de</strong>fining what should count as<br />
an appropriate teacher behaviour ma<strong>de</strong> its way to the highest court in British<br />
Columbia in 1987. The Shewan case arose from another instance of teacher nudity;<br />
this time, however, there was a public outcry, and it occurred while school<br />
was in session. The case differs from the previous cases because it occurred in<br />
a non-<strong>de</strong>nominational school and therefore the teacher’s behaviour was not governed<br />
by <strong>de</strong>nominational doctrine.<br />
John and Ilze Shewan were both teaching in the public school system in Abbotsford,<br />
British Columbia. John took a photograph of Ilze posing semi-nu<strong>de</strong> that<br />
was published in Gallery magazine. The couple was married at the time and the<br />
picture was mo<strong>de</strong>st compared to the full frontal nudity of Mr. Bonnier and Miss<br />
Nu<strong>de</strong> Quebec. The school board suspen<strong>de</strong>d both teachers for six weeks and the<br />
Shewans appealed the <strong>de</strong>cision.<br />
Because Mr. and Mrs. Shewan were employed in a non-<strong>de</strong>nominational<br />
school, the question of what should count as a standard of teacher behaviour<br />
arose. This standard could have been <strong>de</strong>rived from either the local community<br />
or the larger Canadian soci<strong>et</strong>y. In the first appeal, the Board of Reference<br />
reversed the school board’s <strong>de</strong>cision and ruled in favour of the Shewans, saying:<br />
The question we believe that should be asked is not wh<strong>et</strong>her the Shewans’ conduct fell<br />
below some of the community standards but wh<strong>et</strong>her it was within the accepted standards<br />
of tolerance in contemporary Canadian soci<strong>et</strong>y. 25
A PROFESSIONAL STANDARD OF MORAL CONDUCT 441<br />
The Supreme Court of British Columbia rejected this test of acceptability. In his<br />
ruling, Mr. Justice Bouck stated that teacher conduct should be judged by the<br />
standards recognized in the community where the teachers are employed.<br />
The behaviour of the teacher must satisfy the expectations which the British Columbia<br />
community holds for the educational system. Teachers must maintain the confi<strong>de</strong>nce and<br />
respect of their superiors, their peers and in particular, the stu<strong>de</strong>nts, and those who send<br />
their children to our public schools. Teachers must not only be comp<strong>et</strong>ent, they are<br />
expected to lead by example. Any loss of confi<strong>de</strong>nce or respect will impair the system<br />
and have an adverse effect upon those who participate in or rely upon it. That is why a<br />
teacher must maintain a standard of behaviour which most other citizens need not obtain<br />
because they do not have such public responsibilities to fulfil. 26<br />
In making the local community responsible for teachers’ moral standards, Mr.<br />
Justice Bouck established a prece<strong>de</strong>nt whereby local community standards, <strong>de</strong>vised<br />
by local school boards, based on local preferences, are more appropriate than<br />
standards established by either a provincial or national view of contemporary<br />
morality. To further clarify his position, Mr. Justice Bouck offered this observation:<br />
If no other teachers are doing this, then it may be misconduct. Evi<strong>de</strong>nce of this nature<br />
was not heard by the Board of Reference but I believe I am entitled to draw an inference<br />
from the proven facts as to wh<strong>et</strong>her a substantial number of teachers in the Abbotsford<br />
area do in<strong>de</strong>ed publish their nu<strong>de</strong> pictures in men’s magazines. It seems clear they do<br />
not. 27<br />
Apparently if other teachers in the Abbotsford area were in the habit of posing<br />
in the nu<strong>de</strong>, the Shewans would not have been suspen<strong>de</strong>d because posing in the<br />
nu<strong>de</strong> might then be consi<strong>de</strong>red as appropriate teacher behaviour on local standards.<br />
The exercise of local preference cannot explain the tolerance of nudity in<br />
the Bonnier case, because the local school board suspen<strong>de</strong>d Mr. Bonnier based<br />
on their un<strong>de</strong>rstanding of <strong>de</strong>nominational doctrine. The arbitration board overturned<br />
the school board’s ruling, and the ruling was upheld by the Superior Court<br />
of Quebec. The troublesome part of the Bonnier ruling is the claim that had there<br />
been a greater public outcry, the <strong>de</strong>cision might have been reversed. The arbitration<br />
board’s reference to the possibility of public pressure swaying their <strong>de</strong>cision<br />
lends cre<strong>de</strong>nce to Mr. Justice Bouck’s <strong>de</strong>cision upholding the local community’s<br />
right to d<strong>et</strong>ermine appropriate teacher behaviour. These two cases illustrate the<br />
problem of legal situational <strong>et</strong>hics.<br />
It is difficult for teachers reading these rulings to un<strong>de</strong>rstand how standards<br />
of moral behaviour should be applied. The apparent lesson to be learned from<br />
Casagran<strong>de</strong> is not to g<strong>et</strong> caught twice becoming pregnant as a consequence of<br />
engaging in pre-marital sexual intercourse. The lesson in the Bonnier case is less<br />
clear. It may be acceptable to co-habit with a former stu<strong>de</strong>nt and pose in the
442 JAMES R. COVERT<br />
nu<strong>de</strong> for a newspaper photographer, if there is no public outcry, or obvious<br />
evi<strong>de</strong>nce of pre-marital sexual intercourse. From the Shewan case, it can be<br />
assumed that teachers living in different communities will have to measure up<br />
to different social standards. That the gamut of appropriate teacher behaviour<br />
ranges from the fixed notions of a <strong>de</strong>nominational doctrine to the rather nebulous<br />
standards of local community preference may be of concern to those just beginning<br />
a teaching career or who are experiencing a significant change in their<br />
traditional lifestyle.<br />
Fearing that school boards may arbitrarily s<strong>et</strong> standards for dismissal, teachers<br />
may become cynical and hypocritical, simply keeping their private lives a secr<strong>et</strong>.<br />
Thus their moral behaviour on the job will not necessarily reflect their true moral<br />
beliefs. This could un<strong>de</strong>rmine the whole concept of teacher as moral role mo<strong>de</strong>l,<br />
or lead to the impossible situation in which school boards would have to inva<strong>de</strong><br />
the bedrooms of their teachers to d<strong>et</strong>ermine wh<strong>et</strong>her their private lives are consistent<br />
with their professional lives.<br />
THE PROFESSIONAL ALTERNATIVE<br />
Typically, teachers are not free to act in public or in private as other Canadians<br />
might, because they have a responsibility to uphold a moral co<strong>de</strong> non-teachers<br />
need not abi<strong>de</strong> by. This duty to act responsibly places teachers in the company<br />
of such other professionals as doctors, lawyers, and the clergy. Each of these<br />
professional groups are expected to behave both on and off the job in ways<br />
above moral reproach.<br />
This notion of professionalism may provi<strong>de</strong> a solution to some of the problems<br />
raised by the non-<strong>de</strong>nominational case discussed above. If public school<br />
teachers fail to g<strong>et</strong> relief from the due process of the judicial system, or are not<br />
satisfied with protection affor<strong>de</strong>d by their collective agreement, then greater<br />
professional autonomy may provi<strong>de</strong> a more attractive alternative. These solutions<br />
are not as applicable to teachers in <strong>de</strong>nominational schools, who are still governed<br />
by sections 22 and 29 of the Charter of Rights and Freedoms.<br />
Such professions as medicine and law have established mechanisms for policing<br />
their own members, based on the autonomy granted to them because of their<br />
knowledge and expertise. These professions are careful to screen candidates for<br />
training programs, construct examinations for entry into practice, and then scrutinize<br />
the moral behaviour of their practitioners through peer review.<br />
Professional teachers suspected of not providing an appropriate role mo<strong>de</strong>l<br />
could be heard first before a tribunal of peers. Cases would then proceed to the<br />
public courts only if either party was not satisfied. Peer review may be the best<br />
solution for the problems raised in this article and is a powerful reason for the<br />
further professionalization of teachers.<br />
The establishment of such a mechanism for policing the teaching profession<br />
would be a monumental task given the profession’s size and scope, but it might
A PROFESSIONAL STANDARD OF MORAL CONDUCT 443<br />
be the only way to assure teachers’ human rights. Perhaps an un<strong>de</strong>rstanding of<br />
cases such as these will provi<strong>de</strong> the imp<strong>et</strong>us for teachers to turn to their peers for<br />
protection.<br />
If the Shewan ruling s<strong>et</strong>s prece<strong>de</strong>nt in non-<strong>de</strong>nominational s<strong>et</strong>tings, and<br />
appropriate teacher behaviour is to be d<strong>et</strong>ermined by local preference, then a professional<br />
body empowered to investigate, supervise, and discipline its members<br />
is essential to oversee the human rights of teachers, especially in public school<br />
s<strong>et</strong>tings. Perhaps this is what Mr. Justice Bouck had in mind when he ma<strong>de</strong> his<br />
ruling in the Shewan case. The courts have traditionally been loathe to judge the<br />
comp<strong>et</strong>ence of professionals. Perhaps Justice Bouck was encouraging teachers<br />
to take matters of judging professional comp<strong>et</strong>ence into their own hands. It<br />
should be noted that British Columbia has s<strong>et</strong> up a professional body — the<br />
British Columbia College of Teachers — in the years since the Shewan ruling.<br />
Teachers ought not be required to abandon their human rights at the schoolhouse<br />
door. Beginning teachers may enter into an initial contract in ignorance of<br />
the consequences of their actions. In periods of job shortages, teachers may be<br />
so eager for employment that they are willing to overlook the restrictions on their<br />
individual freedoms. Even if the terms of employment are clear and the teacher<br />
un<strong>de</strong>rstands the obligations and duties at the beginning of employment, life situations<br />
can change over the course of a teaching career. If a mechanism for professional<br />
peer review were in place, a teacher’s behaviour or comp<strong>et</strong>ence would be<br />
judged first by knowledgable teaching professionals. These professional boards<br />
would establish standards for teacher conduct and advise the courts about the<br />
various personal and professional comp<strong>et</strong>encies nee<strong>de</strong>d to teach effectively. Due<br />
process could still be pursued for those unsatisfied with the professional tribunal’s<br />
judgement.<br />
This is an excellent time to establish a professional review board because the<br />
teaching profession is on the brink of a massive period of r<strong>et</strong>iring and rehiring.<br />
The teachers of the baby-boom generation will soon make way for new, highly<br />
qualified teachers, graduating from teacher education programs that have selected<br />
their stu<strong>de</strong>nts very carefully. Never has the quality of candidates for the teaching<br />
profession been higher, nor has the climate for further professionalization of<br />
teachers been more favourable. Teachers are more technically expert at their task<br />
and more knowledgable than ever about the reasons un<strong>de</strong>rlying the teachinglearning<br />
enterprise. If professionalism is built on knowledge and technical<br />
expertise, then teachers should be more qualified than ever before to accept<br />
professional autonomy.<br />
Teachers graduating from teacher education programs are often told that they<br />
are professional, but it is not always clear what benefits accrue from professional<br />
status. More autonomy, leading to a greater protection of teacher human rights,<br />
provi<strong>de</strong>s a strong argument for professionalization.<br />
Educators at all levels need to become more involved in <strong>de</strong>fining what should<br />
count as appropriate role mo<strong>de</strong>l behaviour for teachers. 28 Teachers as profession-
444 JAMES R. COVERT<br />
als should have a greater say in <strong>de</strong>fining the moral standards of the profession<br />
and should have greater control over the discipline of professional misconduct.<br />
Traditionally the courts have sought guidance from professionals about <strong>de</strong>finitions<br />
of professional comp<strong>et</strong>ence and the establishment of appropriate disciplinary<br />
measures. If the courts fail to receive guidance from educational professionals,<br />
they will continue to establish educational policy to fill the vacuum.<br />
NOTES<br />
1<br />
Part I of the Constitution Act, 1982, being Schedule B of the Canada Act 1982 (U.K.), 1982, c.11.<br />
2<br />
Minister of Supply and Services Canada, The Charter of Rights and Freedoms: A Gui<strong>de</strong> for<br />
Canadians (Ottawa: Publications Canada, 1982), p. v.<br />
3<br />
4<br />
5<br />
6<br />
7<br />
8<br />
Ibid., p. 3.<br />
Ibid., p. 9.<br />
Ibid., p. 29.<br />
Ibid., p. 1.<br />
Ibid., p. 31.<br />
Ibid., p. 32.<br />
9 Caldwell v. Stuart, (1984) 2 S.C.R. 603, pp. 4–5.<br />
10<br />
11<br />
Ibid., p. 23.<br />
Ibid., pp. 5–6.<br />
12<br />
Walsh v. The Roman Catholic School Board for St. John’s, (1986), 59 Nfld. and PEIR 129 (Nfld.<br />
T.D.), Nfld. C.A., (1988) unreported, p. 19.<br />
13<br />
Walsh v. The Roman Catholic School Board for St. John’s, (1986), p. 15.<br />
14<br />
Walsh v. The Roman Catholic School Board for St. John’s (1985), p. 3, unreported Board of<br />
Arbitration.<br />
15<br />
Re the Essex County Roman Catholic School Board and Kersey (1982), unreported Arbitration<br />
Board ruling, Hennegan, 3 February 1983, p. 20.<br />
16<br />
Ibid., pp. 17–19.<br />
17<br />
Re Roman Catholic School Board for Conception Bay North and Barron-Babb (1983), unreported<br />
Arbitration ruling, Harris, 21 March 1983, p. 20.<br />
18<br />
Hinton Roman Catholic Separate School District No. 155 v. Casagran<strong>de</strong> (1986), unreported Arbitration<br />
ruling, Mr. Justice Holmes, 29 May 1986, p. 9.<br />
19<br />
Ibid., p. 7.<br />
20<br />
Syndicat <strong>de</strong>s Professeurs <strong>de</strong> la Ville <strong>de</strong> Laval c. Commission scolaire Chome<strong>de</strong>y <strong>de</strong> Laval (1982),<br />
Recueil <strong>de</strong>s Sentences <strong>de</strong> l’Education 26, 2529, p. 6. The quotation has been translated.<br />
21<br />
22<br />
23<br />
24<br />
Ibid., p. 7. The quotation has been translated.<br />
Ibid., p. 8. The quotation has been translated.<br />
Ibid., p. 9. The quotation has been translated.<br />
Ibid., p. 8. The quotation has been translated.<br />
25 Abbotsford School District 34 v. Shewan (1987), 21 B.C.L.R. (2d) 93 (C.A.), p. 95.
A PROFESSIONAL STANDARD OF MORAL CONDUCT 445<br />
26<br />
Ibid., p. 98.<br />
27<br />
Re Board of School Trustees of School District No. 34 (Abbotsford) and Shewan <strong>et</strong>. al. (1986),<br />
Dominion Law Reports (4th) 26, p. 71.<br />
28<br />
A good example of educators’ efforts to apply sound educational principles to a judicial ruling<br />
is M. Manley-Casimir and S. M. Piddocke, “Teachers in a Goldfish Bowl: A Case of Misconduct,”<br />
Education and Law Journal 3, no. 2 (1991): 115–48.<br />
James R. Covert, recently r<strong>et</strong>ired from the Faculty of Education at Memorial University of Newfoundland,<br />
is currently affiliated with the Faculty of Education, University of Ottawa, 145 Jean-<br />
Jacques Lussier, Ottawa, Ontario, K1N 6N5.
Discussion Notes / Débat<br />
A Reply to “The Revival of School<br />
Administration: Alasdair MacIntyre in the<br />
Aftermath of the Common School”<br />
Benjamin <strong>Le</strong>vin<br />
J. Anthony Riffel<br />
Jonathan Young<br />
university of manitoba<br />
Mark Holmes is one of Canada’s most thoughtful and articulate critics of<br />
education and educational administration. His work is usually carefully reasoned<br />
and closely argued. We have serious concerns, however, about his recent<br />
argument in the Canadian Journal of Education (vol. 17, no. 4; 1992). Here we<br />
take up our main reservations about Holmes’ critique of schooling and his<br />
proposals for change. We do so hoping to continue the important dialogue about<br />
the value foundations of education. This is a conversation to which Holmes has<br />
contributed in important ways, and in which we know he believes passionately.<br />
The first part of Holmes’ paper briefly reviews the work of Alasdair<br />
MacIntyre and traces some of its implications for school administration. Holmes<br />
uses MacIntyre’s After Virtue (1981) to point out some important flaws in<br />
contemporary thought on and practice in school administration. First, he argues<br />
that contemporary school administration has been falsely premised on the i<strong>de</strong>a<br />
that there is a generalizable science of management, leading to a valuing of<br />
“training and skills” over “wisdom, education, and moral judgment” (p. 428).<br />
Second, he argues that mo<strong>de</strong>rn administrators confuse role and person, fusing<br />
themselves with their role, becoming “the person he or she is expected to be at<br />
work” (p. 426). The consequence of this, says Holmes, is that this role is without<br />
substantive core and thus the administrator loses the moral foundation essential<br />
to any educational judgments. This critique of mo<strong>de</strong>rn school administration is<br />
centrally important. The challenge of making morality and virtue central to our<br />
conceptualization of school administration, and to the daily life of schools, is<br />
urgent.<br />
The second part of Holmes’ paper extends his critique of school administration,<br />
linking it to a critique of the present state of public schooling in Canada and<br />
beyond, and offering an alternative mo<strong>de</strong>l, “the MacIntyre School,” that would<br />
provi<strong>de</strong> an “education predicated on virtue.” We find this part of the paper far<br />
less persuasive.<br />
446 CANADIAN JOURNAL OF EDUCATION 18:4 (1993)
DISCUSSION NOTES / DÉBAT 447<br />
Holmes claims there is convincing evi<strong>de</strong>nce of loss of faith in the i<strong>de</strong>a of<br />
common public schooling. We fail to find such evi<strong>de</strong>nce. Schools have always<br />
been open to criticism, rarely to unf<strong>et</strong>tered praise. A publication of the U.S.<br />
National Education Association in 1957 listed many of the same concerns that<br />
Holmes raises about schooling. Recent Canadian public opinion polls continue<br />
to show strong public support for public education (Livingstone, Hart, & Davie,<br />
1993; Williams & Millinoff, 1990). Parents, who might be expected to know<br />
most about the realities of schooling, hold more positive views than do nonparents,<br />
suggesting that first-hand experience makes people more satisfied with<br />
schools. We are not arguing that all is well with public attitu<strong>de</strong>s to schools. Polls<br />
by the Ontario Institute for Studies in Education (Livingstone, Hart, & Davie,<br />
1987, 1989, 1993) show that many people, though not a majority, think the quality<br />
of schooling has <strong>de</strong>clined in the past <strong>de</strong>ca<strong>de</strong>. This is a serious concern, but<br />
it is nowhere near a crisis of public confi<strong>de</strong>nce.<br />
Nor do Holmes’ other indicators stand up. Canadian data do not show a large<br />
increase in attendance in private schools. Private school enrolments have grown<br />
from about 4% in 1968 to about 5% today, even though several provincial<br />
governments have exten<strong>de</strong>d increasing financial support to such schools in recent<br />
years, making them affordable to more people. This hardly constitutes a largescale<br />
shift in enrolment.<br />
Holmes believes that most of “the public” wants more testing and more<br />
emphasis on preparation for work or post-secondary education. Again, we do not<br />
find evi<strong>de</strong>nce to support this view. Studies in both the United States and the<br />
Great Britain find that parents want schools to do many things for their children,<br />
but place particularly high emphasis on schools that have a warm and caring<br />
atmosphere, that treat stu<strong>de</strong>nts well, and that emphasize the broad <strong>de</strong>velopment<br />
of knowledge and skills (Dore, 1993; Goodlad, 1984; Williams & Millinoff,<br />
1990). We think Holmes exaggerates consi<strong>de</strong>rably the problems in the current<br />
situation of public schooling.<br />
Our second major concern is that Holmes seems to believe that all problems<br />
of schooling can be traced to what he refers to as the dominance of a progressive<br />
educational i<strong>de</strong>ology. We see three problems with this view. First, this argument<br />
overstates the impact of schooling and school practices on educational outcomes,<br />
and stresses far too little the broa<strong>de</strong>r social context. Second, evi<strong>de</strong>nce indicates<br />
that although progressive i<strong>de</strong>ology is espoused, it has never characterized actual<br />
practice in classrooms. Third, the available empirical evi<strong>de</strong>nce supports the<br />
impact on achievement of many aspects of progressivism. We consi<strong>de</strong>r each of<br />
these points more fully.<br />
Holmes seems to believe that growing crime, violence, and teenage pregnancy<br />
are linked to changes in schooling, or at least that they could be altered by<br />
changes in schooling (p. 433). We believe there is overwhelming evi<strong>de</strong>nce to<br />
show that social change is only marginally affected by changes in schooling.<br />
There is 25 years of evi<strong>de</strong>nce that stu<strong>de</strong>nts’ socio-economic status continues to
448 DISCUSSION NOTES / DÉBAT<br />
predict educational and social outcomes more reliably does than any single element<br />
of schooling. In<strong>de</strong>ed, Holmes makes the same point by noting the relatively<br />
positive outcomes in such U.S. states as Montana and North Dakota. Schooling<br />
practices in these states do not differ from those in other states, but the communities<br />
and their resi<strong>de</strong>nts do. Walberg documents impressively the weak relationships<br />
b<strong>et</strong>ween “educative factors” and “real-world outcomes in adult life” (1987,<br />
p. 203).<br />
Similarly, Holmes criticizes Canada’s performance in terms of youth unemployment<br />
in comparison with, say, Germany. The implication that schools are<br />
primarily responsible for youth unemployment has long been shown to be erroneous<br />
(see, for example, Cohen, 1991; Krahn, 1991; Touraine, 1991); youth<br />
unemployment in Canada and in Germany is far more a function of changes in<br />
<strong>de</strong>mographics, labour mark<strong>et</strong>s, and workforces than of anything the schools do.<br />
While Holmes holds up progressivism as the villain in the <strong>de</strong>cline in schooling,<br />
we believe that if there has been a <strong>de</strong>cline it is unlikely that progressivism<br />
is its cause. For one thing, so-called progressive teaching practices have never<br />
been as wi<strong>de</strong>spread as their opponents claim. Certainly the advocates of such<br />
practices as cooperative learning, team teaching, and whole language lament the<br />
limited extent to which these practices are used in schools. Almost all available<br />
evi<strong>de</strong>nce shows clearly that teaching practices, with the possible exception of<br />
those in the primary gra<strong>de</strong>s, are remarkably similar today to what they were 50<br />
or 70 years ago (Cuban, 1988; Goodlad, 1984; SRI International, 1991).<br />
Most importantly, many practices closely tied to progressivism have consi<strong>de</strong>rable<br />
research support (<strong>Le</strong>inhardt, 1992). Cooperative learning has a substantial<br />
base of empirical support (Slavin, 1990), as do h<strong>et</strong>erogeneous grouping (Slavin,<br />
1991) and the so-called “no-fail” policy (Doyle, 1989; Shepard & Smith, 1990).<br />
It is also striking that secondary schools, which are the most traditional, are<br />
viewed least favourably by the public (Livingstone, Hart, & Davie, 1993).<br />
Holmes argues that there can be no common school, so we must have schools<br />
of choice instead. But the problems with choice as a concept are legion and well<br />
documented (Edwards & Whitty, 1992; Kerchner & Boyd, 1988). The preliminary<br />
evi<strong>de</strong>nce on choice schemes does not suggest they lead to increased<br />
community or increased virtue. American evi<strong>de</strong>nce suggests that parents continue<br />
to pick schools closest to them, or those which are segregated by social class<br />
(Sosniak & Ethington, 1992). Some British evi<strong>de</strong>nce suggests that locally<br />
managed schools are more concerned with painting the buildings and having<br />
uniforms as ways of increasing enrolment than they are with any change in the<br />
substance of education (Halpin, Power, & Fitz, 1992). Other problems with<br />
choice in Britain are documented in Edwards and Whitty (1992).<br />
Moreover, nobody is prepared to accept that all choices of school (including<br />
to have none) are legitimate, since there is clearly a public interest in having all<br />
stu<strong>de</strong>nts educated. Holmes himself would presumably not want to accept any<br />
kind of school of choice, even if it m<strong>et</strong> his criteria of intense representation of
DISCUSSION NOTES / DÉBAT 449<br />
a coherent doctrine. He has already pointed out that our soci<strong>et</strong>y is characterized<br />
by pluralistic s<strong>et</strong>s of beliefs. How will cordoning these off into separate communities<br />
help us maintain common bonds? If Holmes believes in <strong>de</strong>veloping virtue,<br />
then its public pursuit as a common good must surely be a key part of the exercise.<br />
The alternative looks like small pools of goodness in the midst of swamps<br />
of mo<strong>de</strong>rn malaise, and in a highly inter<strong>de</strong>pen<strong>de</strong>nt world it is hard to see how<br />
such a solution could long exist.<br />
Holmes is concerned with the promotion of virtue — the education of citizens<br />
committed to honesty, justice, courage — and suggests that what he calls a<br />
MacIntyre School is the way to do this. Holmes does not really clarify what he<br />
means by such a school, but from the preceding section of his paper we conclu<strong>de</strong><br />
that choice and the absence of progressive educational practices would be among<br />
its prominent features, as would emphasis on “content, substance, virtue, as<br />
distinct from self, the learning environment, and learning process” (p. 433).<br />
We, like Holmes, would rejoice in a world in which truth replaced therapeutics,<br />
courage replaced public relations, and so on (p. 434). Most advocates of<br />
progressivism since John Dewey would have no trouble embracing Holmes’ concern<br />
for “truth, courage, justice, friendship, and humility” (p. 422), nor would<br />
most Canadian teachers, we suspect. But can these changes can be brought about<br />
through changes in school governance arrangements and a r<strong>et</strong>urn to traditional<br />
educational practices, whatever these may be?<br />
We think not. Holmes seems to think that virtue is best achieved through<br />
inculcation, which would inclu<strong>de</strong> the authoritative transmission of values from<br />
one generation to the next, mo<strong>de</strong>lling by teachers and administrators, and the<br />
reinforcement of the school by the home as well as by agencies with cultural<br />
capital, perhaps churches especially. As important as these inculcative strategies<br />
(mo<strong>de</strong>lling in particular) may be, we do not believe them a<strong>de</strong>quate to the <strong>de</strong>velopment<br />
of virtuous individuals or a good soci<strong>et</strong>y.<br />
It is not just that, in practice, the traditional approach has so often sought to<br />
regiment and control stu<strong>de</strong>nts. The difference b<strong>et</strong>ween merely inculcating<br />
stu<strong>de</strong>nts with certain values, however humanely this might be done, and engaging<br />
them with value issues is <strong>de</strong>cisive.<br />
Our argument with the inculcative strategies Holmes recommends is that they<br />
may be necessary for the <strong>de</strong>velopment of virtue, but they are far from sufficient.<br />
We certainly would not quarrel with his emphasis on teacher and administrators<br />
who mo<strong>de</strong>l truth, honesty, and courage, although we do not see these as being<br />
as rare as Holmes suggests. We too believe that schools function more effectively<br />
with the support of homes and various institutions, although we are<br />
unconvinced that choice is the best or the only way to achieve this. And we<br />
agree that there are some values which cannot be negotiable, although we suspect<br />
that our list would differ somewhat from his.<br />
But we also need schools and classrooms that encourage stu<strong>de</strong>nts to <strong>de</strong>velop<br />
and to test their i<strong>de</strong>as openly, without r<strong>et</strong>reating to authority. We need teachers
450 DISCUSSION NOTES / DÉBAT<br />
and administrators who encourage experimentation and reflection, who support<br />
stu<strong>de</strong>nts in their moral struggles, who are forgiving of their moral failures and<br />
celebrate their moral successes. And, when choices are to be ma<strong>de</strong>, we need<br />
people who will consi<strong>de</strong>r the consequences for other individuals and groups, not<br />
just themselves. Our soci<strong>et</strong>y will not work without individuals who have a strong<br />
sense of themselves and a <strong>de</strong>ep appreciation of their inter<strong>de</strong>pen<strong>de</strong>nce with others.<br />
This seems to us to be much closer to the progressive agenda in education than<br />
to the traditional one.<br />
REFERENCES<br />
Cohen, G. (1991). Then and now: The changing face of unemployment. Perspectives, 3(1), 37–42.<br />
Cuban, L. (1988). A fundamental puzzle of school reform. Phi Delta Kappan, 69, 341–344.<br />
Dore, R. (1993, May 14). Unvarnished truth please, not gloss. Times Educational Supplement, pp.<br />
10–11.<br />
Doyle, P. (1989). The resistance of conventional wisdom to research evi<strong>de</strong>nce: The case of r<strong>et</strong>ention<br />
in gra<strong>de</strong>. Phi Delta Kappan, 71, 215–219.<br />
Edwards, T., & Whitty, G. (1992). Parental choice and educational reform in Britain and the United<br />
States. British Journal of Educational Studies, 30(2), 101–117.<br />
Goodlad, J. (1984). A place called school. New York: McGraw-Hill.<br />
Halpin, D., Power, S., & Fitz, J. (1992). Opting for self-governance: Change and continuity in<br />
grant-maintained schools. In T. Simkins, L. Ellison, & V. Garr<strong>et</strong>t (Eds.), Implementing educational<br />
reform: The early lessons (pp. 53–67). Harlow, Essex: Longman.<br />
Holmes, M. (1992). The revival of school administration: Alasdair MacIntyre in the aftermath of the<br />
Common School. Canadian Journal of Education, 17, 422–436.<br />
Kerchner, C., & Boyd, W. L. (1988). Chasing two rabbits: Mark<strong>et</strong>s and bureaucratic failure in educational<br />
reform. Journal of Educational Finance, 14(1), 57–75.<br />
Krahn, H. (1991). Youth employment. In D. Johnson & L. Barnhorst (Eds.), The state of the child<br />
in Ontario (pp. 139–159). Toronto: Oxford University Press.<br />
<strong>Le</strong>inhardt, G. (1992). What research on learning tells us about teaching. Educational <strong>Le</strong>a<strong>de</strong>rship,<br />
49(7), 20–25.<br />
Livingstone, D., Hart, D., & Davie, L. (1987). Public attitu<strong>de</strong>s towards education in Ontario, 1986.<br />
Toronto: OISE Press.<br />
Livingstone, D., Hart, D., & Davie, L. (1989). Public attitu<strong>de</strong>s towards education in Ontario, 1988.<br />
Toronto: OISE Press.<br />
Livingstone, D., Hart, D., & Davie, L. (1993). Public attitu<strong>de</strong>s towards education in Ontario, 1992.<br />
Toronto: OISE Press.<br />
MacIntyre, A. (1981). After Virtue. Notre Dame, IN: University of Notre Dame Press.<br />
National Education Association. (1957). Ten criticisms of public education [Special issue]. Research<br />
Bull<strong>et</strong>in, 35(4).<br />
Shepard, L., & Smith, M. (1990). Synthesis of research on gra<strong>de</strong> r<strong>et</strong>ention. Educational <strong>Le</strong>a<strong>de</strong>rship,<br />
47(8), 84–88.<br />
Slavin, R. (1990). Research on cooperative learning: Consensus and controversy. Educational<br />
<strong>Le</strong>a<strong>de</strong>rship, 48(4), 52–54.
DISCUSSION NOTES / DÉBAT 451<br />
Slavin, R. (1991, April). Ability grouping in the middle gra<strong>de</strong>s: Effects and alternatives. Paper<br />
presented to the American Educational Research Association, Chicago.<br />
Sosniak, L., & Ethington, C. (1992). Where public school choice is not aca<strong>de</strong>mic. Educational<br />
Evaluation and Policy Analysis, 14, 35–52.<br />
SRI International. (1991). What is taught, and how, to the children of poverty. Washington, DC: U.S.<br />
Department of Education, Study of Aca<strong>de</strong>mic Instruction for Disadvantaged Stu<strong>de</strong>nts.<br />
Touraine, A. (1991). A world that has lost its future. In A. Touraine (Ed.), Facing the future: Young<br />
people and unemployment around the world (pp. 1–41). New York: Orient Longman.<br />
Walberg, H. (1987). <strong>Le</strong>arning and life-course accomplishments. In C. School & K. Warner Schaie<br />
(Eds.), Cognitive functioning and social structure over the life course (pp. 203–229). Norwood,<br />
NJ: Ablex.<br />
Williams, T., & Millinoff, H. (1990). Canada’s schools: Report card for the 1990s. Toronto:<br />
Canadian Education Association.
Who Should Control Educational Policy—<br />
Experts or the Public?<br />
A Response to <strong>Le</strong>vin, Riffel, and Young<br />
Mark Holmes<br />
hampton, new brunswick<br />
I was pleased to receive the <strong>Le</strong>vin, Riffel, and Young critique. It is a coherent<br />
and succinct statement, reflecting well the arguments advanced by those opposed<br />
to fundamental educational reform. The un<strong>de</strong>rlying assumptions of my argument<br />
for encouraging what I termed MacIntyre schools are that there is large-scale and<br />
inevitable dissatisfaction with the public schools, and that the common school is<br />
obsol<strong>et</strong>e.<br />
<strong>Le</strong>vin, Riffel, and Young (1993) claim “strong” support for public schools,<br />
quoting Ontario data (p. 447). They claim that secondary schools, which are less<br />
progressive, are more unpopular than are elementary schools (p. 448). And they<br />
claim that progressive instructional m<strong>et</strong>hodologies are more effective than alternatives.<br />
When the cited Livingstone, Hart, and Davie population was asked if it would<br />
support or oppose a voucher system whereby “parents can then send the child to<br />
any government approved school they choose,” 49% favoured the i<strong>de</strong>a and 27%<br />
opposed (1993, p. 10).<br />
<strong>Le</strong>vin, Riffel, and Young “do not find evi<strong>de</strong>nce” to support my claim that the<br />
public wants more testing (p. 2). Province-wi<strong>de</strong> testing, opposed by all parts of<br />
the educational establishment, is now even more strongly supported by the<br />
Ontario public (73% in favour) than it was two years ago (Livingstone, Hart, &<br />
Davie, 1993, p. 13).<br />
I would expect secondary schools to be generally less popular with parents and<br />
stu<strong>de</strong>nts, for several reasons. The fact is that, according to <strong>Le</strong>vin, Riffel, and<br />
Young’s source, 46% (in 1992; 30% in 1990) believe elementary schools have<br />
d<strong>et</strong>eriorated over the last ten years; 39% (in 1990) that secondary schools have<br />
d<strong>et</strong>eriorated; 30% and 25% (in 1992), respectively, think the schools have improved<br />
(Livingstone, Hart, & Davie, 1993, p. 13).<br />
According to <strong>Le</strong>vin, Riffel, and Young, I believe that “all problems of<br />
schooling can be traced to . . . the dominance of a progressive educational<br />
i<strong>de</strong>ology” (p. 447). I ma<strong>de</strong> no such claim. My article arguing for a MacIntyre<br />
school (certainly the antithesis of progressive pragmatism) was based on the<br />
assumption that there can be no single acceptable school for all — wh<strong>et</strong>her it<br />
follow MacIntyre, Dewey, Marx, or Adam Smith. I do believe that the prevalent<br />
452 CANADIAN JOURNAL OF EDUCATION 18:4 (1993)
DISCUSSION NOTES / DÉBAT 453<br />
and often mandatory progressivism in Canada is a harmful influence on aca<strong>de</strong>mic<br />
success (as well as on character <strong>de</strong>velopment). Yes, Slavin and others have<br />
shown in small-scale research that highly structured collaborative learning can<br />
be aca<strong>de</strong>mically effective. I have no quarrel with such practice. It is the<br />
unstructured, non-sequential core i<strong>de</strong>as of Canadian elementary schools that have<br />
been shown to be ineffective — whole language instead of structured, phon<strong>et</strong>ically<br />
based approaches to reading; learning centres; individualization; absence of clear<br />
objectives and standards; abolition of external testing; and individualized, nonsequential,<br />
and spiral approaches to mathematics, reading, and writing. Manipulable<br />
factors require close attention by educators.<br />
<strong>Le</strong>vin, Riffel, and Young confuse two important concepts — the public school<br />
(which in Canada generally refers to a publicly run school un<strong>de</strong>r the authority<br />
of the province, som<strong>et</strong>imes including Roman Catholic schools) and the common<br />
school (which is the school which all or nearly all stu<strong>de</strong>nts in a given neighbourhood<br />
attend). The common school is generally foreign to the English and the<br />
Canadian tradition. The i<strong>de</strong>a of the common school (children from all walks of<br />
life being educated tog<strong>et</strong>her) is used generally (and specifically by <strong>Le</strong>vin, Riffel,<br />
and Young) to attack those who want som<strong>et</strong>hing different. But note how rarely<br />
<strong>de</strong>fen<strong>de</strong>rs of the common school i<strong>de</strong>a analyze the choices they themselves support.<br />
French immersion, in which more stu<strong>de</strong>nts are enrolled than in all the<br />
private schools tog<strong>et</strong>her, is the most notable example. Surely French immersion,<br />
dividing children by language and social class, is more divisive than permitting<br />
small religious minorities their own schools, if they want them.<br />
This is not an in<strong>de</strong>pen<strong>de</strong>nt school issue; it is a question of which schools<br />
<strong>de</strong>serve public support — the mechanism for financial provision is secondary.<br />
Differentiation b<strong>et</strong>ween schools based on wealth and materialism (in terms of acceptable<br />
— to the peer group — brands of clothing, headgear, popular music, and<br />
footwear) is potentially divisive, as we see in the nominally common school<br />
situation prevalent in the U.S.A. I prefer that parents be encouraged and enabled<br />
to make positive, substantive choices for their children.<br />
The crux of the difference b<strong>et</strong>ween <strong>Le</strong>vin, Riffel, and Young and me is<br />
reached only near the end of their response, when they ask how “cordoning off”<br />
separate communities will help maintain “common bonds” (p. 449). They forg<strong>et</strong>,<br />
at this point, their argument that schools have minimal effect compared with the<br />
home background. They go on to assert that I, believing in the <strong>de</strong>velopment of<br />
virtue, must therefore value “its public pursuit as a common good” (p. 4). And<br />
so I do. But their own top-down authoritarianism is explicit in the choice of the<br />
word “cordoning,” as if I were suggesting that a central authority should<br />
d<strong>et</strong>ermine who should attend which school, and in their assumption that I should<br />
attempt to impose my preferred education on everybody else. The i<strong>de</strong>a that one<br />
can have strong i<strong>de</strong>as about morality and spirituality without wishing to have the<br />
authority to impose them on all the nation’s young escapes them. But then they
454 DISCUSSION NOTES / DÉBAT<br />
have a public quasi-monopoly to <strong>de</strong>fend, and they are correct if they see genuine<br />
choice as a threat to the cosy educational establishment.<br />
Differentiated schools will not help create cultural uniformity. If that is one’s<br />
aim, then a mandatory, common, low-doctrine school based on the lowest common<br />
<strong>de</strong>nominator of beliefs and values makes the most sense in a multi-faith,<br />
multilingual, and multicultural country. Such a value vacuum will not survive,<br />
of course; witness the low-doctrine schools spreading today. The administrative<br />
vacuum is soon inva<strong>de</strong>d by peer-group and educator fads and fancies (e.g.,<br />
correct clothing, footwear, and popular music; disarmament, green politics, and<br />
anti-business sentiment). Neither a vacuum nor emotivist choice is what parents<br />
want. They want education based on a strong, coherent s<strong>et</strong> of values (but, reasonably,<br />
disagree on which s<strong>et</strong>).<br />
The common school, progressive or otherwise, is not a practical option. So,<br />
what kinds of schools should replace it? I argued that an important place should<br />
be given to a school based on the traditional, fundamental virtues, not because<br />
it would be overwhelmingly, l<strong>et</strong> alone universally, popular, but because it has<br />
intrinsic merit, and because it will be chosen by many of those parents currently<br />
educationally disenfranchised.<br />
REFERENCES<br />
<strong>Le</strong>vin, B., Riffel, J. A., & Young, J. (1993). A reply to “The revival of school administration:<br />
Alasdair MacIntyre in the aftermath of the common school.” Canadian Journal of Education 18,<br />
446–451.<br />
Livingstone, D. W., Hart, D., & Davie, L. E. (1993). Public attitu<strong>de</strong>s towards education in Ontario:<br />
Eighth OISE survey. Orbit 22(2), 1–29.
Book Reviews / Recensions<br />
La profession enseignante au Québec: enjeux <strong>et</strong> <strong>de</strong>vis <strong>de</strong>s années 1990<br />
sous le direction <strong>de</strong> Clau<strong>de</strong> <strong>Le</strong>ssard, Ma<strong>de</strong>leine Perron <strong>et</strong> Pierre W. Bélanger<br />
Québec: Institut Québécois <strong>de</strong> recherche sur la culture, 1991. 241 pages.<br />
RECENSION PAR SUSANNE FONTAINE, CONSEIL SUPÉRIEUR DE L’ÉDUCATION<br />
L’ouvrage publié sous la direction <strong>de</strong> <strong>Le</strong>ssard, Perron <strong>et</strong> Bélanger fait le point<br />
sur le mouvement <strong>de</strong> professionnalisation du corps enseignant au Québec <strong>et</strong><br />
dégage les défis pour l’avenir dans une perspective <strong>de</strong> renouvellement massif <strong>de</strong><br />
la profession enseignante. Il rassemble les textes issus d’un colloque tenu dans<br />
le cadre du congrès <strong>de</strong> l’Association canadienne-française pour l’avancement <strong>de</strong>s<br />
Sciences (ACFAS) en mai 1990.<br />
<strong>Le</strong>ssard donne, en introduction, le ton <strong>de</strong> c<strong>et</strong> ouvrage. Tout d’abord, il situe<br />
le travail enseignant par rapport aux <strong>de</strong>ux modèles <strong>de</strong> professionnalisation qu’il<br />
qualifie <strong>de</strong> “technologique” <strong>et</strong> d’“organique” <strong>et</strong> démontre que le discours enseignant<br />
au Québec <strong>et</strong> les <strong>stratégies</strong> participent <strong>de</strong> ces <strong>de</strong>ux modèles. En <strong>de</strong>uxième<br />
lieu, il m<strong>et</strong> en perspective la situation québécoise par rapport à celle qui règne<br />
aux États-Unis, au Royaume-Uni <strong>et</strong> en France à partir <strong>de</strong> l’analyse comparée <strong>de</strong><br />
Judge. Traversée par les mêmes courants que dans les autres sociétés, la profession<br />
enseignante, au Québec, se distingue quant aux cinq paramètres r<strong>et</strong>enus pour<br />
la caractériser: caractère national, stratification interne, syndicalisme, autonomie<br />
professionnelle <strong>et</strong> unité du corps enseignant. <strong>Le</strong>ssard situe enfin les grands<br />
enjeux d’avenir pour la profession enseignante: politiques <strong>de</strong> renouvellement face<br />
au vieillissement du corps enseignant, autonomie professionnelle <strong>et</strong> contrôle du<br />
travail enseignant dans un contexte idéologique <strong>et</strong> socio-économique qui comman<strong>de</strong>raient<br />
une meilleure productivité du système éducatif.<br />
Mellouki m<strong>et</strong> l’accent sur le contexte socio-historique du métier d’enseignant<br />
au Québec. Il s’intéresse particulièrement aux années 1965–1966: moment stratégique<br />
où s’est opéré un changement important dans la qualification <strong>de</strong>s enseignants<br />
du primaire <strong>et</strong> du secondaire. À travers les discours, les intentions <strong>et</strong> les<br />
ententes <strong>de</strong>s acteurs politiques <strong>et</strong> syndicaux, les <strong>choix</strong> <strong>de</strong>s déci<strong>de</strong>urs, l’auteur<br />
dégage les grands événements qui sont venus mo<strong>de</strong>ler les caractéristiques <strong>de</strong> la<br />
qualification <strong>de</strong>s enseignants: orientations concernant la formation <strong>de</strong> niveau<br />
universitaire, la définition <strong>de</strong>s objectifs <strong>de</strong>s programmes <strong>de</strong> formation pédagogique.<br />
...Ainsi, il illustre comment la transformation <strong>de</strong> la qualification <strong>de</strong>s<br />
enseignants, les rapports entre les acteurs <strong>et</strong> la conjoncture socio-politique <strong>et</strong><br />
455 REVUE CANADIENNE DE L’ÉDUCATION 18:4 (1993)
456 BOOK REVIEWS / RECENSIONS<br />
idéologique façonnent le rôle pédagogique <strong>de</strong>s enseignants, l’image qu’il se font<br />
d’eux-mêmes <strong>et</strong> <strong>de</strong> leur place dans la société.<br />
L’analyse <strong>de</strong> <strong>Le</strong>ssard, Tardif <strong>et</strong> Lahaye laisse entrevoir <strong>de</strong>s différences significatives<br />
dans les représentations <strong>de</strong>s enseignants du primaire <strong>et</strong> du secondaire<br />
concernant les rapports sociaux dans l’école, la direction, la supervision, les<br />
relations entre les enseignants <strong>et</strong> le travail d’équipe. Ainsi, au primaire la<br />
représentation du système concr<strong>et</strong> d’action semble s’éloigner du modèle bureaucratique<br />
classique régi par <strong>de</strong>s normes impersonnelles <strong>et</strong> abstraites. Malgré les<br />
règles (conventions collectives notamment) <strong>et</strong> les contraintes (programmes <strong>et</strong><br />
régimes pédagogiques en particulier) il y a un “espace <strong>de</strong> jeu” qui structure les<br />
rapports avec la direction. Au secondaire, la distance avec la direction est plus<br />
considérable <strong>et</strong> les structures d’organisation plus complexes. Dans les <strong>de</strong>ux<br />
ordres d’enseignement cependant, les enseignants se montrent favorables à la collaboration<br />
<strong>et</strong> à l’ajustement mutuel dans le respect <strong>de</strong>s individualités <strong>et</strong> <strong>de</strong>s styles<br />
<strong>de</strong> chacun. Une nouvelle “professionnalité” semble, selon les auteurs, se <strong>de</strong>ssiner<br />
autour <strong>de</strong> l’équilibre entre la collaboration <strong>et</strong> l’autonomie, le besoin <strong>de</strong> support<br />
<strong>et</strong> le désir <strong>de</strong> se soustraire au contrôle, entre le travail d’équipe <strong>et</strong> l’action individuelle<br />
en classe.<br />
Maheu <strong>et</strong> Robitaille traitent <strong>de</strong>s i<strong>de</strong>ntités professionnelles au coeur <strong>de</strong> la pratique<br />
enseignante au collégial. Selon eux, trajectoire individuelle dans un contexte<br />
social donné, l’i<strong>de</strong>ntité professionnelle <strong>de</strong> l’enseignant est tributaire <strong>de</strong>s propriétés<br />
particulières du travail réflexif. De plus, s’appuyant sur les résultats d’entrevues<br />
effectuées auprès <strong>de</strong> professeurs, ils dégagent trois i<strong>de</strong>ntités types qu’ils nomment:<br />
i<strong>de</strong>ntité d’autonomie, i<strong>de</strong>ntité <strong>de</strong> r<strong>et</strong>rait <strong>et</strong> i<strong>de</strong>ntité d’ambivalence.<br />
Dandurand, pour sa part, analyse l’accélération <strong>de</strong>s mouvements <strong>de</strong> professionnalisation<br />
<strong>et</strong> <strong>de</strong> normalisation <strong>de</strong> la tâche <strong>de</strong>s professeurs <strong>de</strong>s universités francophones<br />
du Québec au cours <strong>de</strong> la pério<strong>de</strong> allant <strong>de</strong> 1976 à 1990. C<strong>et</strong>te évolution<br />
est influencée par une conjoncture économique <strong>et</strong> démographique <strong>de</strong> décroissance,<br />
accompagnée <strong>de</strong> transformations dans la composition d’un corps enseignant<br />
<strong>de</strong> plus en plus qualifié <strong>et</strong> expérimenté, <strong>et</strong> a <strong>de</strong>s résonances dans la structure<br />
profon<strong>de</strong> <strong>de</strong> l’université — qui prési<strong>de</strong> à la hiérarchisation <strong>de</strong>s institutions <strong>et</strong> à la<br />
dynamique <strong>de</strong>s acteurs. C<strong>et</strong>te évolution touche à la fois les vol<strong>et</strong>s recherche <strong>et</strong><br />
enseignement, qu’on tend <strong>de</strong> plus en plus à professionnaliser <strong>et</strong> à soum<strong>et</strong>te à <strong>de</strong>s<br />
critères institutionnels <strong>de</strong> contrôle.<br />
Bousqu<strong>et</strong> analyse les prévisions quant au renouvellement du corps enseignant<br />
<strong>de</strong>s commissions scolaires jusqu’en 2011. Dans les trois scénarios r<strong>et</strong>enus, les besoins<br />
<strong>de</strong> recrutement seront importants, mais l’auteur ne prévoit pas <strong>de</strong> crise en<br />
raison, d’une part, <strong>de</strong> la diminution prévisible <strong>de</strong> clientèles <strong>et</strong> <strong>de</strong> l’étalement <strong>de</strong>s<br />
départs <strong>de</strong>s enseignants, <strong>et</strong> d’autre part, d’une réserve <strong>de</strong> personnel enseignant<br />
qualifié. De plus, au Québec, la profession enseignante reste attirante pour les<br />
éventuelles recrues. <strong>Le</strong> renouvellement massif <strong>de</strong>s effectifs enseignants <strong>de</strong>meure<br />
cependant un défi important.
BOOK REVIEWS / RECENSIONS 457<br />
<strong>Le</strong> vieillissement rapi<strong>de</strong> du corps professionnel universitaire est le résultat<br />
combiné d’une croissance <strong>et</strong> d’une diversification rapi<strong>de</strong>s <strong>de</strong>s systèmes universitaires<br />
sur une courte pério<strong>de</strong> — <strong>de</strong> 1960 à 1970 — suivis, fin <strong>de</strong>s années 70, d’un<br />
ralentissement subit. Selon l’étu<strong>de</strong> <strong>de</strong> Perron, Bélanger <strong>et</strong> Hart, le phénomène du<br />
vieillissement <strong>et</strong> le renouvellement nécessaire <strong>de</strong>s effectifs universitaires au<br />
Québec questionnent les politiques d’embauche <strong>de</strong>s universités. <strong>Le</strong>s étu<strong>de</strong>s<br />
démontrent qu’elles ten<strong>de</strong>nt à <strong>de</strong>venir plus sélectives <strong>et</strong> conservatrices; le <strong>choix</strong><br />
<strong>de</strong>s départements semble s’orienter vers les candidats sûrs déjà insérés dans la<br />
carrière universitaire.<br />
Ce recueil <strong>de</strong> textes reflète l’état <strong>de</strong> la réflexion sur la profession enseignante<br />
au Québec. Dans une gamme diversifiée <strong>de</strong> tons <strong>et</strong> <strong>de</strong> mo<strong>de</strong>s d’approche, il perm<strong>et</strong><br />
<strong>de</strong> mieux saisir les grands enjeux qui se présentent à l’heure actuelle. Il a<br />
en outre le mérite <strong>de</strong> faire le point sur la profession enseignante au moment où<br />
on l’interpelle <strong>de</strong> toute part <strong>et</strong> <strong>de</strong> perm<strong>et</strong>tre un certain recul <strong>et</strong> un regard objectif<br />
sur les aspects majeurs <strong>de</strong> la problématique actuelle. Il a également le mérite <strong>de</strong><br />
perm<strong>et</strong>tre une analyse <strong>de</strong> la profession enseignante à tous les ordres d’enseignement<br />
m<strong>et</strong>tant ainsi en relief les différences <strong>et</strong> les similitu<strong>de</strong>s. Enfin, il est<br />
susceptible d’inspirer <strong>de</strong> nouvelles recherches en vue d’éclairer <strong>de</strong>s zones<br />
d’ombre ainsi que la réflexion <strong>et</strong> l’action <strong>de</strong>s déci<strong>de</strong>urs <strong>et</strong> <strong>de</strong>s principaux acteurs<br />
qui modèlent l’activité éducative du primaire à l’université.<br />
Autour <strong>de</strong> l’idée <strong>de</strong> science<br />
par Marie Larochelle <strong>et</strong> Jacques Désautels<br />
Sainte-Foy: <strong>Le</strong>s presses <strong>de</strong> l’Université Laval, 1992. 314 pages.<br />
RECENSION PAR RÉAL LAROSE, UNIVERSITÉ DE MONTRÉAL<br />
Ce livre <strong>de</strong> Larochelle <strong>et</strong> Désautels est le compte rendu d’une recherche qui se<br />
présente en définitive comme un rapport <strong>de</strong> thèse. <strong>Le</strong> problème auquel les auteurs<br />
s’attaquent est celui <strong>de</strong> l’apprentissage <strong>de</strong>s contenus à caractère scientifique<br />
qui se pose, semble-t-il, à tous les ordres d’enseignement.<br />
L’étu<strong>de</strong> du phénomène est menée dans la continuité <strong>de</strong>s réflexions récentes <strong>de</strong><br />
la didactique <strong>de</strong>s sciences <strong>et</strong> <strong>de</strong> la philosophie constructiviste. <strong>Le</strong> fruit <strong>de</strong> leur<br />
conjecture conduit les auteurs au postulat <strong>de</strong> la nécessité d’établir la différence<br />
entre le savoir “spontané” (expression préférée aux termes <strong>de</strong> “conception erronée”<br />
ou “préconception”) <strong>et</strong> le savoir “savant” pour mieux assimiler ce <strong>de</strong>rnier.<br />
L’opérationnalisation <strong>de</strong> ce postulat, qui fait figure d’hypothèse <strong>de</strong> la recherche,<br />
prend l’appellation <strong>de</strong> “stratégie du dérangement épistémologique.” La mise en<br />
oeuvre <strong>de</strong> c<strong>et</strong>te stratégie emprunte la forme d’un cours <strong>de</strong> philosophie <strong>de</strong>s scien-
458 BOOK REVIEWS / RECENSIONS<br />
ces, dans un collège d’enseignement général <strong>et</strong> professionnel, où le cours en<br />
question, dans tout son déroulement, <strong>de</strong>vient une simulation du mon<strong>de</strong> <strong>de</strong> la recherche.<br />
Il faut ici exercer un raisonnement récursif. <strong>Le</strong> problème auquel s’attaquent<br />
les étudiants-chercheurs est, c<strong>et</strong>te fois-ci, <strong>de</strong> découvrir la configuration interne<br />
d’une boîte noire (genre <strong>de</strong> simulateur ordiné portant le nom d’Énigmatique) laquelle<br />
réfléchit <strong>de</strong>s rayons ou encore <strong>de</strong>s projectiles suivant <strong>de</strong>s lois comme il<br />
s’en trouve dans le mon<strong>de</strong> <strong>de</strong> la matière. Autre récursivité: L’activité <strong>de</strong> recherche<br />
(observation, hypothèse, expérimentation, résultat, interprétation, conclusion)<br />
<strong>de</strong>vient elle-même obj<strong>et</strong> <strong>de</strong> recherche <strong>et</strong> doit être auto-observée par les étudiantschercheurs.<br />
Ils questionnent <strong>et</strong> livrent dans <strong>de</strong>s journaux <strong>de</strong> bord les postulats,<br />
les croyances <strong>et</strong> les stéréotypes qu’ils entr<strong>et</strong>iennent par rapport à l’obj<strong>et</strong> premier<br />
<strong>de</strong> leur recherche: le fonctionnement <strong>de</strong> la boite noire. De plus, les écrits <strong>de</strong>s<br />
étudiants sont à leur tour d’abord observés puis annotés par les professeurschercheurs<br />
qui alimentent <strong>de</strong> leurs commentaires <strong>et</strong> <strong>de</strong> leurs questions la réflexion<br />
<strong>de</strong>s étudiants quant aux conceptions spontanées qui meublent les idées qu’ils<br />
se font <strong>de</strong> la recherche. Si au départ il fallait jongler avec une “matriochka” <strong>de</strong><br />
p<strong>et</strong>it format, celle-ci a maintenant pris les proportions d’un format géant. L’idée<br />
<strong>de</strong> conception spontanée à ces méta-niveaux <strong>de</strong> réflexion est <strong>de</strong>venue du “surspontané,”<br />
voire <strong>de</strong>s conceptions spontanées du <strong>de</strong>uxième ordre.<br />
Il ne s’agit pas, par ces commentaires, <strong>de</strong> vouloir tourner en dérision ce travail<br />
audacieux, minutieux <strong>et</strong> original. C’est à l’université <strong>et</strong> au CÉGEP que la stratégie<br />
du dérangement épistémologique risque d’avoir le plus d’eff<strong>et</strong>. Il est fort<br />
possible que “l’Énigmatique” puisse intéresser les élèves du secondaire mais les<br />
méta-réflexions sur la production <strong>de</strong>s connaissances scientifiques paraissent fort<br />
difficiles à engager à c<strong>et</strong> ordre d’enseignement.<br />
Quant aux commentaires <strong>de</strong>s étudiants-chercheurs qui se sont portés volontaires<br />
pour c<strong>et</strong>te recherche, Autour <strong>de</strong> l’idée <strong>de</strong> science, ils sont pour le moins<br />
magnifiques. Et c’est ce même niveau <strong>de</strong> discours qui soulève quelques appréhensions.<br />
La stratégie du dérangement épistémologique que l’on a mentionnée<br />
plus haut semble fonctionner à merveille pour le développement <strong>de</strong> compétences<br />
à théoriser, à argumenter <strong>et</strong> à négocier. Toutefois, ce sont <strong>de</strong>s compétences qui<br />
relèvent plutôt du “faire savoir” que du “savoir-faire.” <strong>Le</strong>s étudiants que l’on<br />
veut former <strong>de</strong>viendront-ils <strong>de</strong>s juristes <strong>de</strong> la science incapables <strong>de</strong> déboucher un<br />
lavabo? En eff<strong>et</strong>, le voyage autour <strong>de</strong> l’idée <strong>de</strong> science ne s’arrête que sur le<br />
langage <strong>de</strong>s mots. <strong>Le</strong> langage mathématique, entre autres, qui est le <strong>de</strong>uxième œil<br />
pour observer les obj<strong>et</strong>s <strong>de</strong> la science en leur donnant la profon<strong>de</strong>ur <strong>de</strong> champ<br />
nécessaire, est complètement bouché. Quant au langage <strong>de</strong>s mains, celui qui<br />
perm<strong>et</strong> <strong>de</strong> scier, clouer, coller, planter, plier, <strong>et</strong>c., il n’en est aucunement fait<br />
mention! C’est pourtant par ce <strong>de</strong>rnier langage que, finalement, les artefacts les<br />
plus prodigieux sont mis au mon<strong>de</strong>. Combien <strong>de</strong> scientifiques, à leur début, sont<br />
presque choqués <strong>de</strong> découvrir que leur domaine d’application, comme la métal-
BOOK REVIEWS / RECENSIONS 459<br />
lurgie ou la physique nucléaire par exemple, relève encore plus d’un art empirique,<br />
heuristique <strong>et</strong> pragmatique que <strong>de</strong> la science. Ils découvrent que la plus<br />
gran<strong>de</strong> partie <strong>de</strong>s connaissances dont ils ont besoin n’est ni dans <strong>de</strong>s livres, ni<br />
dans <strong>de</strong>s revues scientifiques, mais dans <strong>de</strong>s feuill<strong>et</strong>s techniques. Ces sources <strong>de</strong><br />
renseignements se réfèrent moins à <strong>de</strong>s expériences scientifiques qu’à <strong>de</strong>s directives<br />
du genre “faites-en l’essai <strong>et</strong> si ça fonctionne, allez-y.” Pour être un scientifique,<br />
il faut être mécanicien, plombier, cultivateur, opticien, <strong>et</strong>c.<br />
Ces <strong>de</strong>rnières considérations ne sont d’aucune façon <strong>de</strong>s reproches aux auteurs,<br />
tout au plus une façon <strong>de</strong> les provoquer pour nous servir un autre livre tout aussi<br />
intéressant.<br />
La philosophie <strong>et</strong> les enfants<br />
par Marie-France Daniel<br />
Montréal: <strong>Le</strong>s éditions Logiques, 1992. 376 pages.<br />
RECENSION PAR LUCIEN MORIN, UNIVERSITÉ LAVAL<br />
<strong>Le</strong> but poursuivi par Marie-France Daniel dans c<strong>et</strong> ouvrage facile à lire <strong>et</strong> stimulant<br />
est une “analyse conceptuelle <strong>de</strong> la philosophie <strong>de</strong> l’éducation <strong>de</strong> Matthew<br />
Lipman <strong>et</strong> du programme qu’il a mis <strong>de</strong> l’avant, la philosophie pour enfants; (<strong>et</strong>)<br />
<strong>de</strong> façon corollaire une analyse <strong>de</strong>s influences <strong>de</strong> c<strong>et</strong>te philosophie.” Si analyser<br />
veut dire décomposer une oeuvre en ses parties afin <strong>de</strong> saisir le rapport entre<br />
celles, alors on peut dire que l’auteur a réussi son proj<strong>et</strong>.<br />
Après une longue introduction qui situe l’originalité <strong>de</strong> l’approche <strong>de</strong> Lipman<br />
par rapport à certaines théories mo<strong>de</strong>rnes <strong>de</strong> l’éducation — Carl Rogers <strong>et</strong> sa version<br />
<strong>de</strong> l’humanisme, Paulo Freire <strong>et</strong> la théorie <strong>de</strong> la conscientisation, B. F.<br />
Skinner <strong>et</strong> le behaviorisme, Jean Piag<strong>et</strong> <strong>et</strong> le développement génétique, Vygotski<br />
<strong>et</strong> le socio-constructivisme — l’auteur soutien que c’est indéniablement au pragmatisme<br />
<strong>de</strong> J. Dewey que la philosophie <strong>de</strong> l’éducation <strong>de</strong> Lipman ressemble le<br />
plus. Et elle r<strong>et</strong>ient les similitu<strong>de</strong>s entourant <strong>de</strong>s questions <strong>de</strong> fond: les principes<br />
<strong>et</strong> les finalités <strong>de</strong> l’éducation; l’importance première <strong>de</strong> l’expérience personnelle;<br />
une pédagogie axée sur l’activité <strong>de</strong> l’enfant; la pensée réfléchie <strong>et</strong> critique; le<br />
développement holistique; les échanges <strong>et</strong> les valeurs démocratiques. Pour l’essentiel,<br />
tout l’ouvrage est consacré à rendre manifeste c<strong>et</strong>te parenté, en trois<br />
chapitres bien étoffés <strong>et</strong> bien construits.<br />
<strong>Le</strong> chapitre un est bien titré: “visions <strong>de</strong> l’éducation chez Lipman <strong>et</strong> Dewey,”<br />
car il abor<strong>de</strong> d’emblée les gran<strong>de</strong>s questions fondamentales. Celle <strong>de</strong>s fins<br />
d’abord, comme il se doit, le présupposé lipmanien <strong>de</strong> base étant la découverte<br />
du sens <strong>de</strong>s choses en lien avec le développement global <strong>de</strong> la personne. À partir
460 BOOK REVIEWS / RECENSIONS<br />
<strong>de</strong> c<strong>et</strong>te prémisse, la suite est une critique inévitable <strong>de</strong> l’éducation traditionnelle,<br />
<strong>de</strong> la formation <strong>et</strong> du rôle <strong>de</strong>s maîtres (qui ne savent pas toujours ce qu’ils font),<br />
<strong>de</strong> la pédagogie ou <strong>de</strong> la didactique traditionnelle (qui reflète trop la logique<br />
adulte <strong>et</strong> trop peu l’expérience enfantine). À voir les choses sur l’écran géant <strong>de</strong>s<br />
grands principes, il n’y a pas <strong>de</strong> doute que la pensée éducative <strong>de</strong> Lipman, tout<br />
en conservant son originalité, prend manifestement ses sources dans la mamelle<br />
pédagogique <strong>de</strong> Dewey: but <strong>de</strong> l’éducation, conception <strong>de</strong> l’enfant <strong>et</strong> <strong>de</strong> l’apprentissage,<br />
pédagogie, mission pratique <strong>et</strong> sociale <strong>de</strong> l’école.<br />
<strong>Le</strong> chapitre <strong>de</strong>ux expose clairement l’essence <strong>et</strong> le sens <strong>de</strong> la doctrine lipmanienne.<br />
Au risque <strong>de</strong> verser dans l’intellectualisme, le but <strong>de</strong> ce “révolutionnaire”<br />
est le développement <strong>de</strong> la pensée. Mais qu’est-ce penser? Mieux, qu’est-ce que<br />
bien penser, <strong>de</strong> façon autonome, critique <strong>et</strong> raisonnable? L’école primaire peutelle<br />
vraiment enseigner la philosophie à <strong>de</strong>s enfants? L’enfant est-il vraiment<br />
capable <strong>de</strong> philosopher? Avec tout ce que l’on sait <strong>de</strong> l’enfant <strong>et</strong> <strong>de</strong> la philosophie.<br />
...Ilfaut lire Marie-France Daniel <strong>et</strong> voir comment elle montre Lipman<br />
dans toute sa réussite: les habil<strong>et</strong>és intellectuelles renforcées chez l’enfant sont<br />
le raisonnement, la traduction, la formation <strong>de</strong> concept <strong>et</strong> la recherche. Cependant,<br />
l’enfant n’est pas qu’intelligence, <strong>et</strong> Lipman n’a-t-il pas toujours prétendu<br />
à la formation globale ou holistique <strong>de</strong> la personne? C’est par la communauté <strong>de</strong><br />
recherche, par le dialogue philosophique que la philosophie pour enfants est<br />
éducation globale <strong>et</strong> pragmatique. Tout ça sent un peut le grec, <strong>et</strong> on pense <strong>de</strong><br />
suite à Socrate <strong>et</strong> la maïeutique, à Platon <strong>et</strong> au dia-logos. À Aristote même, <strong>et</strong><br />
à sa logique, qu’on soupçonne déjà avec le titre du roman Harry Stottlemeier’s<br />
Discovery. Il y a même une opposition réelle entre Lipman <strong>et</strong> Dewey sur la question<br />
<strong>de</strong> la logique, mais que Lipman réussit à surmonter à son avantage, au dire<br />
<strong>de</strong> l’auteur.<br />
<strong>Le</strong> chapitre trois, le <strong>de</strong>rnier, porte sur l’éducation éthique <strong>et</strong> politique. Après<br />
avoir exposé la conception <strong>de</strong> Lipman sur la morale (qui est à la fois contenu <strong>et</strong><br />
processus), l’éducation morale comme éducation holistique, <strong>et</strong> la communauté <strong>de</strong><br />
recherche philosophique comme instrument d’éducation morale, l’auteur passe<br />
à une critique bien montée <strong>de</strong> la thèse lipmanienne. C’est certainement le lieu où<br />
elle est le plus à l’aise <strong>et</strong> le plus maître <strong>de</strong> son suj<strong>et</strong>. <strong>Le</strong>s remarques entourant<br />
les influences d’un Kohlberg sont très justes <strong>et</strong> les critiques <strong>de</strong> certains postulats<br />
<strong>de</strong> Lipman, pertinentes. Enfin, après avoir poursuivi la <strong>de</strong>scription <strong>de</strong> la communauté<br />
<strong>de</strong> recherche en tant qu’initiation aux valeurs démocratiques, l’auteur<br />
revient sur la position célèbre <strong>de</strong> Dewey <strong>et</strong> termine son ouvrage par une ultime<br />
comparaison.<br />
C<strong>et</strong> ouvrage a plusieurs mérites. D’abord, il est bien écrit, c’est-à-dire<br />
simplement. Dès le début, le lecteur sait clairement où il s’en va <strong>et</strong>, au terme,<br />
réalise sans surprise, mais avec satisfaction, qu’il est bien rendu là où il fallait.<br />
Surtout, Marie-France Daniel présente bien le programme <strong>de</strong> Matthew Lipman.<br />
Sans dérapage aucun, sans approfondissement ardu non plus, elle s’en tient à sa
BOOK REVIEWS / RECENSIONS 461<br />
promesse <strong>de</strong> présenter l’essentiel. Et les liens avec le pragmatisme <strong>de</strong> Dewey ne<br />
sont pas sans utilité. Ceci étant dit, il n’y a pas <strong>de</strong> doute qu’un esprit curieux<br />
souhaiterait voir prolongée <strong>et</strong> creusée c<strong>et</strong>te présentation, davantage axée sur une<br />
<strong>de</strong>scription <strong>de</strong> la philosophie éducative que sur son examen. Ainsi, il pourrait<br />
imaginer sans difficulté un développement beaucoup plus poussé <strong>et</strong> étudié <strong>de</strong><br />
l’influence grecque chez Lipman, notamment toute l’oeuvre logique d’Aristote.<br />
De fait, à travers Lipman, la logique aristotélicienne donne toute une leçon à la<br />
pédagogie contemporaine, <strong>et</strong> n’est pas sans contribuer à un renouvellement du<br />
regard sur les capacités d’apprentissage logiques <strong>de</strong>s enfants. Et puis, la docilité<br />
avec laquelle l’auteur s’accor<strong>de</strong> au pragmatisme <strong>de</strong> Dewey pourrait en déconcerter<br />
quelques-uns. Encore là, ces quelques remarques finales ne doivent pas être<br />
perçues comme un reproche. À peine une déception légère.<br />
La formation du jugement: peut-on apprendre le jugement?<br />
Sous la direction <strong>de</strong> Michael Schleifer<br />
Montréal: <strong>Le</strong>s éditions Logiques, 1992. 268 pages.<br />
RECENSION PAR GILLES BIBEAU, UNIVERSITÉ DE MONTRÉAL<br />
Lorsque j’ai découvert le titre <strong>de</strong> ce livre, avec un sous-titre captivant comme:<br />
“Peut-on apprendre le jugement?”, je n’ai pu résister à l’invitation qu’on me<br />
faisait d’en faire un compte rendu. En eff<strong>et</strong>, la question <strong>de</strong> la formation <strong>et</strong> <strong>de</strong><br />
l’exercice du jugement chez les humains m’a toujours intrigué. Je me suis toujours<br />
<strong>de</strong>mandé comment il se faisait que certaines personnes, par ailleurs très<br />
brillantes, capables d’analyses poussées <strong>et</strong> extrêmement systématiques, paraissaient<br />
avoir du mal à porter un jugement sur la majorité <strong>de</strong>s choses auxquelles<br />
elles étaient exposées. En lisant le texte en exergue, je pensais trouver satisfaction:<br />
“Comment apprendre à distinguer ce qui est authentique <strong>de</strong> ce qui ne l’est<br />
pas; ce qui est profond <strong>de</strong> ce qui est superficiel; ce qui est justifié <strong>de</strong> ce qui ne<br />
l’est pas? La capacité <strong>de</strong> faire ces distinctions relève du jugement.”<br />
L’ouvrage constitue les Actes d’un colloque qui s’est tenu en mai 1991 à<br />
l’Université du Québec à Montréal dans le cadre <strong>de</strong>s travaux du CIRADE (Centre<br />
interdisciplinaire <strong>de</strong> recherche sur l’apprentissage <strong>de</strong> le développement en<br />
éducation). Ils ont été regroupée en trois parties.<br />
En première partie, sur le concept <strong>de</strong> jugement, ont trouve <strong>de</strong>s articles <strong>de</strong><br />
Reboul, Brief, Schleifer, Potvin; une <strong>de</strong>uxième partie comporte <strong>de</strong>s contributions<br />
<strong>de</strong> Lipman, <strong>Le</strong>buis, Angers, Palascio, Bednarz, Chap<strong>de</strong>laine, Janvier; une<br />
troisième partie offre <strong>de</strong>s textes <strong>de</strong> Beausoleil, Bouchard, <strong>Le</strong>clerc, Altamirano,
462 BOOK REVIEWS / RECENSIONS<br />
Dallaire, Par<strong>de</strong>s. Chacune <strong>de</strong>s parties est suivie d’un certain nombre d’échanges<br />
<strong>et</strong> <strong>de</strong> discussions.<br />
Je dois dire que le texte qui a répondu le mieux à mon questionnement sur le<br />
jugement est celui d’Olivier Reboul, qui cherchait à répondre à la question<br />
définitoire, avec <strong>de</strong>s sous-titres comme: “<strong>Le</strong> jugement comme sagesse,” “<strong>Le</strong><br />
jugement comme marque <strong>de</strong> l’enten<strong>de</strong>ment,” avec <strong>de</strong>s témoignages comme ceux<br />
d’Alain, d’Aristote, <strong>de</strong> Saint-Paul <strong>et</strong> <strong>de</strong> Quintillien. Ses propos entraient bien<br />
dans la <strong>de</strong>scription que je pourrais appeler populaire du jugement. Mon impru<strong>de</strong>nce<br />
naturelle m’a entraîné à lire les autres articles <strong>et</strong> à abor<strong>de</strong>r toutes sortes <strong>de</strong><br />
considérations sur le jugement considéré tantôt comme une capacité <strong>de</strong> raisonnement,<br />
tantôt comme une capacité <strong>de</strong> traitement <strong>de</strong> l’information, tantôt comme<br />
une forme d’évaluation, tantôt comme une série d’opérations intellectuelles,<br />
notamment dans le texte <strong>de</strong> Lipman, qui aligne une bonne vingtaine <strong>de</strong> sortes <strong>de</strong><br />
jugement qui ont paru comme autant <strong>de</strong> types d’opérations logiques regroupées<br />
en trois catégories. La première, les jugements génériques, comporte <strong>de</strong>s jugements<br />
d’i<strong>de</strong>ntité, <strong>de</strong> différence <strong>et</strong> <strong>de</strong> similitu<strong>de</strong>.<br />
Ma déception <strong>de</strong> profane s’est approfondie encore davantage lorsque j’ai<br />
abordé la <strong>de</strong>uxième <strong>et</strong> la troisième partie sur la formation du jugement <strong>et</strong> sur le<br />
jugement dans l’intervention professionnelle. J’ai compris, en relisant les textes,<br />
que ma déception était issue du fait que chaque intervenant appliquait la notion<br />
<strong>de</strong> jugement à <strong>de</strong>s domaines cognitifs différents ou élargis, manifestant par là un<br />
souci d’élaboration plus grand que le besoin un peu simpliste que je cherchais<br />
à satisfaire.<br />
À la fin du collectif, je comprenais que la formation du jugement correspondait<br />
davantage à ce que je désignais plus volontiers par les mots opérations<br />
intellectuelles ou raisonnements logiques <strong>de</strong> diverses natures plutôt qu’à la notion<br />
<strong>de</strong> jugement comme sagesse.<br />
J’ai compris, à la fin, que le jugement pouvait être considéré <strong>de</strong> <strong>de</strong>ux points<br />
<strong>de</strong> vue: l’action elle-même <strong>de</strong> juger ou d’arriver à une conclusion, l’ensemble <strong>de</strong>s<br />
opérations intellectuelles nécessaires ou utiles pour arriver à c<strong>et</strong>te conclusion.<br />
Dans le premier sens, le jugement est le résultat d’une espèce <strong>de</strong> synthèse réalisée<br />
par l’individu sur un ensemble <strong>de</strong> considérations ou d’arguments, alors que,<br />
dans le second cas, le jugement paraît être une série d’opérations plutôt <strong>de</strong> type<br />
analytique sur un suj<strong>et</strong> donné dans une situation donnée.<br />
<strong>Le</strong>s colloquistes ne sont pas arrivés à porter un jugement unanime ou univoque<br />
sur la possibilité <strong>de</strong> former le jugement à travers l’éducation. Pour certains,<br />
le jugement se développe par <strong>de</strong>s séries d’exercices sur les opérations intellectuelles<br />
<strong>de</strong> différents niveaux <strong>et</strong> <strong>de</strong> différents types comme ceux <strong>de</strong> la résolution<br />
<strong>de</strong> problèmes, alors que pour d’autres, ceux qui considèrent le jugement comme<br />
une capacité ou une habilité à arriver à <strong>de</strong>s conclusions sans avoir une conscience<br />
totale <strong>de</strong>s arguments ou <strong>de</strong>s éléments <strong>de</strong> l’argumentation, il est encore<br />
impossible <strong>de</strong> dire comment on peut former un tel jugement.
BOOK REVIEWS / RECENSIONS 463<br />
Teaching Against the Grain: Texts for a Pedagogy of Possibility<br />
by Roger I. Simon<br />
Toronto: OISE Press, 1992. xviii + 172 pages.<br />
REVIEWED BY URSULA A. KELLY, SAINT MARY’S UNIVERSITY<br />
In the present <strong>et</strong>hos, where educational thought is colonized by an overarching<br />
conservatism, educators seeking a visionary reprieve — a seeing through and<br />
beyond the often reactionary rh<strong>et</strong>oric — find themselves in a season of neardrought.<br />
For this reason alone, I welcome Roger Simon’s recent publication, a<br />
collection of interrelated essays on various aspects of teaching for social<br />
transformation. Teaching Against the Grain is a foundational text for r<strong>et</strong>hinking<br />
the boundaries and possibilities of educational practice and should be of interest<br />
to cultural workers — teachers, stu<strong>de</strong>nts, artists, activists — interested in using<br />
their specific work sites to promote positive social change.<br />
The eight essays in the book are divi<strong>de</strong>d equally into two sections. The first,<br />
“Engaging the Project,” establishes the epistemological foundations for an<br />
evolving pedagogy of possibility; the second section, “Reinventing Practice,”<br />
wrestles with the problems and possibilities of implementing a critical practice.<br />
Only two essays have been previously published, one of which is co-authored<br />
with Don Dippo. To diminish at least somewhat the unavoidable compromising<br />
of what is an important and complex polemic, I shall briefly review each essay<br />
individually and in or<strong>de</strong>r of its place in the book.<br />
In Teaching Against the Grain, Simon provi<strong>de</strong>s a substantive treatise on a<br />
“pedagogy of possibility.” He challenges the clichés through which a critical<br />
pedagogy is often (mis)un<strong>de</strong>rstood by those both outsi<strong>de</strong> and insi<strong>de</strong> the politics<br />
of its commitments. He resists, for example, the plaguing ten<strong>de</strong>ncies towards<br />
“totalizing revolutions” (p. 5) and “universalizing abstractions” (p. 7).<br />
Teaching Against the Grain is testimony to the evolution of a profound and<br />
moral thinker, an educator whose contributions can be measured in the textured<br />
resonance of line and nuance of phrase as Simon revisits and revisions principles<br />
of hope, justice, freedom, and possibility. Roger Simon offers educators, across<br />
a diverse range of cultural fronts, a harvest of thought. Reaping this harvest is<br />
the stuff of dreams in the sense that Ernst Bloch <strong>de</strong>fines them, hopeful “images<br />
of that which is not y<strong>et</strong>” (cited in Simon, p. 7). In the opening essay, Simon calls<br />
these “disruptive daydreams” (p. 3), “the beginning of hope” (p. 9), the impulse<br />
for which is the necessity of social change produced out of the dissatisfactions<br />
and distortions that are the contemporary arrangements (disor<strong>de</strong>rs) of social life.<br />
This same impulse propels Simon’s writing. What Simon calls “the guiding<br />
telos” (p. 27) of the book is “the expansion of human capacities contained within
464 BOOK REVIEWS / RECENSIONS<br />
the requirements of securing human diversity, compassionate justice, and the<br />
renewal of life” (p. 27). Simon’s “project of possibility” is marked by a profound<br />
sense of the complexities of human lives shaped by larger social configurations.<br />
In the second essay, “The Horizon of Possibility,” Simon constructs the <strong>et</strong>hical<br />
dimensions of this project. He is glaringly aware of the contradictions inevitably<br />
arising from the constrictions within which such a project and its requirements<br />
must be located, where the struggle for transformation is implanted in a restrictive<br />
and divisive social or<strong>de</strong>r. Simon acknowledges the need for a discussion of<br />
these requirements, although his is disappointingly abbreviated. However, his<br />
articulation of the constrictions and requirements of possibility does encourage<br />
the embrace rather than the dismissal of hope in face of the massive educational<br />
venture he envisions.<br />
The scope of the project Simon outlines <strong>de</strong>mands the work of committed<br />
educators across many fronts. The expansion of possibilities for education,<br />
generally, is a hallmark of all of Simon’s work. Y<strong>et</strong>, in “Teachers as Cultural<br />
Workers,” Simon <strong>de</strong>velops the cultural and pedagogical bases for collective<br />
efforts at expansion that are at once enabling and enthralling, nudging as they do<br />
at ways “to constitute, organize and articulate a new s<strong>et</strong> of relations b<strong>et</strong>ween<br />
education and other practices of semiotic production” (p. 39). Naming the work<br />
of education as “semiotic production” (p. 37) and the practices of schooling as<br />
“cultural technologies” (p. 40), Simon locates both within the realm of cultural<br />
studies, a move that “signals a shift from an exclusive concern with the<br />
substance and m<strong>et</strong>hod of representation to questions such as which representations<br />
are engaged by whom, how, why, and with what consequences” (p. 46),<br />
questions that cut to the heart of a project of possibility.<br />
Insisting that “all cultural work needs to address the concerns of pedagogy”<br />
(p. 46), Simon s<strong>et</strong>s the tone for the final essay of section one, “Pedagogy as<br />
Political Practice.” If pedagogy is “an attempt to influence experience and its<br />
resulting forms of subjectivity” (p. 59) through the broad bases of semiotic<br />
productions and cultural technologies, then an attendant <strong>de</strong>mand on pedagogies<br />
is that “the [partial] moral vision they imply must be clarified and subjected to<br />
constant critique” (p. 62). The impositional violence of unreflexive pedagogies,<br />
once named, can be addressed through “a counterdiscursive activity that attempts<br />
to provoke a process through which people might engage in a transformative<br />
critique of their everyday lives” (p. 60), that is, “a pedagogy of possibility” (p.<br />
60). Simon outlines curricular measures to shore up this pedagogy while not<br />
losing sight of the “threat and anxi<strong>et</strong>y in the process” (p. 63). A “sense of<br />
collaborative struggle” (p. 63), “a responsible reflexivity” (p. 64), and “an<br />
assessment of epistemological responsibleness” (p. 65) are dimensions of a<br />
pedagogy of possibility that nurture “communities of solidarity” (p. 65) <strong>de</strong>fined<br />
across difference.<br />
Simon ends this important essay with a especially provocative section in<br />
which, as a response to the work of Jane Gallop, he raises the question “Is there
BOOK REVIEWS / RECENSIONS 465<br />
a particular eros that un<strong>de</strong>rlies my aspiration for a pedagogy of possibility?”<br />
Seeking to reclaim eros from the throes of sexual objectification and “the<br />
negation of the lived grounds of the other,” Simon posits a pedagogy gui<strong>de</strong>d by<br />
a <strong>de</strong>sire that finds expression “in the recognition of the particular dignity of<br />
others, not as objects, but as people with whom mutuality is possible” (p. 72).<br />
Regr<strong>et</strong>tably, Simon avoids the thornier issues surrounding <strong>de</strong>sire, eros, and<br />
pedagogy. The notion of <strong>de</strong>sire itself requires expan<strong>de</strong>d discussion. Simon refers<br />
often to <strong>de</strong>sire at various points in the text, y<strong>et</strong> the dimensions of <strong>de</strong>sire, in<br />
particular how <strong>de</strong>sire is constituted (and reconstituted), is insufficiently explored.<br />
Certainly, dissatisfaction reminds us that the “crystallization of <strong>de</strong>sire” (p. 4) is<br />
inexact and, in this inexactness, it is often disfigured in a <strong>de</strong>eply problematic mix<br />
of <strong>de</strong>sire and power/powerlessness. As teachers, then, with “a <strong>de</strong>sire to awake<br />
or incite a particular passion [for social transformation] in those with whom we<br />
teach” (p. 56) and with substantial institutional power, the “<strong>de</strong>sign” (p. 71) we<br />
may have on our stu<strong>de</strong>nts is but part of a difficult, disturbing equation in which<br />
<strong>de</strong>sire’s imprecisions and distortions can sharpen the contradictions of eros and<br />
a pedagogy of possibility. As bell hooks (1993) notes, “there is a healing<br />
eroticism in liberation struggle” (p. 127), and it is to the ten<strong>de</strong>r spirit of this<br />
eroticism that Simon points. Still, the questions raised by this section do beg a<br />
more substantive <strong>de</strong>velopment in the name of a pedagogy that dares to name its<br />
<strong>de</strong>sires “against the grain” and amid contemporary distortions where the nexus<br />
of power and <strong>de</strong>sire is oppression and pain.<br />
Appropriately, given the first section of the book, the essay “The Fear of<br />
Theory” introduces the second section, which focuses on issues of practice. Here,<br />
Simon analyzes his own classroom teaching where “counterdiscursive activity”<br />
(p. 60) produces not only the inten<strong>de</strong>d “hope-engen<strong>de</strong>ring space” (p. 81) but also<br />
“a space provocative of fear” (p. 81). The basis of this fear is “theory’s<br />
disruptive potential” (p. 86) and its “implications for affecting new i<strong>de</strong>ntities and<br />
disorganizing old ones” (p. 92). Simon <strong>de</strong>velops the i<strong>de</strong>a that the fear might be<br />
un<strong>de</strong>rstood as an active refusal of or resistance to certain forms of knowledge,<br />
what he calls “the <strong>de</strong>sire to ignore” (p. 95). Drawing in particular on Shoshana<br />
Felman’s work on Jacques Lacan, Simon argues that the fear of theory is<br />
pedagogical opportunity; it is possible to learn about the complex conditions that<br />
form this “dynamic of threat and exclusion” (p. 96). Within a project of<br />
possibility, such learning <strong>de</strong>mands a “dialogic pedagogy” in which teacher and<br />
stu<strong>de</strong>nt work to uncover each other’s “structured resistances ...aswell as the<br />
knowledge of what it is that resists in the other” (p. 97). Despite his acknowledgement<br />
that “the concept of dialogic pedagogy is perhaps one of the most<br />
confused and mis<strong>de</strong>veloped i<strong>de</strong>as in the literature on critical teaching” (p. 96),<br />
Simon bypasses the chance to add a substantive contribution to redressing this<br />
problem, a disappointment given the high calibre of his articulation and<br />
clarification of other issues within critical pedagogy.
466 BOOK REVIEWS / RECENSIONS<br />
Many sources of beauty are encountered in this text. One of the most fulfilling<br />
arises from the interspersing of Yiddish language, Jewish story, and Jewish<br />
history as partial expressions of Simon’s own “location as a Jew engaging his<br />
own tradition” (p. 141). Simon uses this engagement with his Jewish subjectivity<br />
to elaborate important concerns of text, history, and meaning in the excellent<br />
essay “Beyond the Racist Text: Jewish Applause for a Yiddish Shylock.” Current<br />
controversies over texts and curriculum in all forms of schooling make this essay<br />
important. Its pedagogical implications will be especially appreciated by<br />
educators grappling with the problems associated with censorship, what Marlene<br />
Nourbese Philip (1990) calls “the privileged discourse” (p. 209). Using as his<br />
starting point a discussion of a Yiddish production of The Merchant of Venice,<br />
Simon <strong>de</strong>velops a convincing basis for moving beyond the question of the racist<br />
or sexist text into questions of the discursive conditions that make possible<br />
specific writings and readings and the implications of these latter questions for<br />
re<strong>de</strong>fining how we teach controversial texts. This essay highlights Simon’s ability<br />
to <strong>de</strong>al concr<strong>et</strong>ely, convincingly, and uncompromisingly with issues of practice.<br />
If Simon’s collection has a significant flaw at all, it is the inclusion of the<br />
essay “What Schools Can Do: Designing Programs for Work Education that<br />
Challenge the Wisdom of Experiences,” co-authored with Don Dippo. The<br />
purpose of this essay is to focus on “the centrality of the pedagogical problem<br />
of both legitimating stu<strong>de</strong>nt experiences [in cooperative work education<br />
programs] as appropriate curriculum content and at the same time working to<br />
challenge such experiences” (p. 135). However, written as it is in a less reflexive,<br />
less analytic style sharply juxtaposed against that of Simon’s earlier essays, this<br />
essay fails the promise of its purpose. Further, placed where it is in the<br />
collection, the essay is noticeable in its failure to sustain the philosophical <strong>de</strong>pth<br />
of the book, the momentum of which builds with each of the preceding essays<br />
only to be interrupted (ero<strong>de</strong>d) by the tone of this piece. Some editing should<br />
also have been done to provi<strong>de</strong> greater continuity b<strong>et</strong>ween this essay and the<br />
others in the collection and to avoid the rep<strong>et</strong>ition of already-established<br />
arguments and secondary references (the Bloch quote on dreams appears in the<br />
first essay and this one). Given the comparative weaknesses of this essay, I feel<br />
this space could have been b<strong>et</strong>ter used to <strong>de</strong>velop an essay on a point of<br />
provocation raised but not fully <strong>de</strong>veloped elsewhere, for example, eros and<br />
pedagogy or the dialogic m<strong>et</strong>hod.<br />
For his title, Simon draws on Walter Benjamin’s words, to “brush history<br />
against the grain.” This is a compelling connection given the shared and urgent<br />
concerns of Simon and Benjamin to articulate ways in which renewed<br />
possibilities for humanity might be expressed through a radical reconnection of<br />
the present with the past. In many ways, then, it is appropriate that, in the final<br />
essay, Simon reclaims Benjamin’s work for its offerings to a critical pedagogy,<br />
specifically a pedagogy of remembrance. The final essay, “Remembrance as a
BOOK REVIEWS / RECENSIONS 467<br />
Source of Radical Renewal,” points backward as it gestures forward, while it<br />
simultaneously captures the contradictions of present locatedness. These are the<br />
same movements appropriate to a pedagogy of possibility encouraged by a<br />
“dialectical historical imagination” (p. 146). Simon states that this essay marks<br />
the beginning of “a new long-term effort to r<strong>et</strong>hink the way in which educational<br />
practices are implicated in the production of social memories and historical<br />
sensibilities” (p. xvii). This work will, undoubtedly, be som<strong>et</strong>hing for us to look<br />
forward with; no less so, and, in<strong>de</strong>ed, for this very reason, it is also work for us<br />
to look forward to.<br />
REFERENCES<br />
hooks, b. (1993). Sisters of the yam: Black women and self-recovery. Toronto: B<strong>et</strong>ween the Lines.<br />
Philip, M. Nourbese. (1990). The disappearing <strong>de</strong>bate: Racism and censorship. In L. Scheier, S.<br />
Sheard, & E. Wachtel (Eds.), Language in her eye: Writing and gen<strong>de</strong>r — Views by Canadian<br />
women writing in English (pp. 209–219). Toronto: Coach House Press.<br />
Interwoven Conversations: <strong>Le</strong>arning and Teaching Through Critical<br />
Reflections<br />
by Judith Newman<br />
Toronto: OISE Press, 1991. xii + 421 pages.<br />
REVIEWED BY HEATHER HEMMING, ACADIA UNIVERSITY<br />
This book creates a rare opportunity, an invitation to look through a window at<br />
one university professor’s reflections on teaching and learning. The window<br />
through which Judith Newman makes public her teaching and learning provi<strong>de</strong>s<br />
an evolving story that moves forward and backwards in time such that rea<strong>de</strong>rs<br />
are encouraged to “create movies in their mind” (Elbow, 1973). To do this,<br />
Newman creatively weaves tog<strong>et</strong>her conversations that she has with others and<br />
with herself, interspersed with anecdotes from her practice. This is a book about<br />
teaching in a post-secondary s<strong>et</strong>ting, although it speaks to teachers at all levels<br />
and falls un<strong>de</strong>r the general rubric of literature on reflective teaching. It is written<br />
in the context of a summer institute for graduate stu<strong>de</strong>nts, primarily public school<br />
teachers interested in literacy.<br />
In Interwoven Conversations, Newman tries to capture her thoughts and<br />
<strong>de</strong>cisions at even the most basic level, such as touring the premises to touch base<br />
with stu<strong>de</strong>nts (p. 120) and preparing the environment (p. 130). In these instances<br />
the rawness of the <strong>de</strong>scription is somewhat startling and atypical of many books<br />
about teaching. At other points, Newman uses theor<strong>et</strong>ical frameworks <strong>de</strong>veloped
468 BOOK REVIEWS / RECENSIONS<br />
by other researchers to analyze and make sense of what has occurred. For<br />
example, she <strong>de</strong>monstrates how Frank Smith’s notion of the learning enterprise<br />
(p. 16) and Mayher’s perspectives on uncommon sense (p. 19) are related to<br />
what she is experiencing in her teaching.<br />
A particularly unique feature of this book is that Newman makes room for the<br />
stories and conversations of others — of stu<strong>de</strong>nts and colleagues. At many points<br />
boxes of print are separated from the body of the text, allowing the other<br />
person’s perspective to enter the conversation. For example, she inclu<strong>de</strong>s<br />
thoughts from her colleague Ann Vibert on the value of reflecting in her writing<br />
on un<strong>de</strong>rstanding what her stu<strong>de</strong>nts experience (p. 68). Another example, woven<br />
into the fabric of the text, is a stu<strong>de</strong>nt’s conversation about her attempts to make<br />
sense of the importance of teaching spelling rules (p. 100).<br />
Many of these anecdotal stories and conversations have the potential to<br />
provi<strong>de</strong> important insights and might typically be exclu<strong>de</strong>d from a book on<br />
teaching and learning, particularly if not integrated into the main body of the<br />
discussion. By including these personal stories either in a separate or integrated<br />
fashion Newman allows them to become part of the formal conversation about<br />
teaching. She <strong>de</strong>monstrates that she values the stories and in so doing elevates<br />
their importance in aca<strong>de</strong>mic discourse.<br />
As Hunt indicates in the Foreword (p. viii), teaching is not a neat process.<br />
Through the thoughts and pedagogical practices presented in the conversations,<br />
Newman generates for the rea<strong>de</strong>r an un<strong>de</strong>rstanding of the complexity of teaching.<br />
All 14 chapters of the book illuminate this. Newman discusses her teaching and<br />
learning in ways that usefully highlight such concepts as engagement (p. 298),<br />
<strong>de</strong>monstration (pp. 179–180), ownership (p. 285), and teaching as a learning<br />
enterprise (pp. 15–17). Other i<strong>de</strong>as inclu<strong>de</strong>, in Chapter 3, for example, the<br />
struggles entailed in s<strong>et</strong>ting agendas for learning, specifically related to creating<br />
a rea<strong>de</strong>r response situation within the classroom (pp. 146 –155). Chapter 9<br />
<strong>de</strong>scribes the process of helping teachers explore critical inci<strong>de</strong>nt stories as a tool<br />
for turning a reflective gaze on themselves. The notion of teachable moments is<br />
the focus of chapter 11, where Newman makes an important clarification when<br />
she suggests that a teachable moment can involve teaching by telling, if the<br />
information is volunteered in response to what stu<strong>de</strong>nts are actually doing and<br />
if it is likely to prove immediately helpful.<br />
This book, as suggested in the sub-title, is situated within the theor<strong>et</strong>ical<br />
framework of reflective practice. There exists, however, a diversity of meanings<br />
and intentions associated with the theories on reflective practice and it is<br />
therefore important to situate any book within its particular perspective. One<br />
criticism of Interwoven Conversations is that Newman does not clearly <strong>de</strong>fine<br />
where the work fits within the reflective practitioner perspective. Given the vast<br />
number of studies that have emerged within a reflective teaching framework,<br />
indicating the diversity of meanings and assumptions, this lack of specification<br />
is unfortunate. One can infer from the references that Newman’s work is closely
BOOK REVIEWS / RECENSIONS 469<br />
aligned with that of Donald Schön. Newman encourages her stu<strong>de</strong>nts and rea<strong>de</strong>rs<br />
to engage in “reflection on action” while continually <strong>de</strong>monstrating her ability<br />
to participate in “reflection in action.” The rea<strong>de</strong>r has an opportunity to read<br />
about the processes she engages in as she observes, reflects, and acts once she<br />
has recognized what is problematic.<br />
The necessity for <strong>de</strong>lineating one’s theor<strong>et</strong>ical perspective more carefully can<br />
be illustrated by one brief, albeit rather crucial, example. Consi<strong>de</strong>r the multiple<br />
meanings associated with the word “critical.” Newman’s use of the label “critical<br />
reflection” cannot be assumed to align this work with those, like Zeichner and<br />
Liston (1987), who argue that whatever issue is i<strong>de</strong>ntified as problematic, the<br />
reflection must move beyond the problematics of the immediate situation into an<br />
awareness of political and <strong>et</strong>hical possibilities.<br />
Although the book offers general insights into learning and teaching, it is<br />
non<strong>et</strong>heless about particular stu<strong>de</strong>nts (graduates and professionals) in a particular<br />
context (a university summer institute). The conversations in which Newman<br />
engages, the reflection, knowledge building, and subsequent writing, all must be<br />
un<strong>de</strong>rstood in their context specificity. Y<strong>et</strong> although the stu<strong>de</strong>nts are <strong>de</strong>scribed<br />
generally at the beginning of the book, and although it is possible to build<br />
profiles of the participants as the book evolves, what is left unexplored are the<br />
implications of their backgrounds, in terms of race, class, culture, and gen<strong>de</strong>r, for<br />
the events of the summer institute. If we consi<strong>de</strong>r the book as a moment in the<br />
construction of educational knowledge, this gives rise to epistemological and<br />
political concerns about the presence of privilege. What might a critical reflection<br />
reveal concerning the perspectives of those who construct knowledge in this book<br />
and those on whose experiences this knowledge is constructed?<br />
Overall, Interwoven Conversations is an important text that attends to a need<br />
in teacher education literature, a need that Short (1992) i<strong>de</strong>ntified when she<br />
stated that “missing from most of these reports is any reflection by university<br />
educators on what they have learned and how the projects have changed them<br />
as teachers and researchers” (p. 35). This book provi<strong>de</strong>s the rea<strong>de</strong>r with a rare<br />
opportunity to explore the rich conversations Newman has with herself and with<br />
others. If you accept the invitation she extends in the preface, to read the book<br />
both aesth<strong>et</strong>ically, so you can make connections to your own life, and fast, so the<br />
narrative elements connect, you will have an opportunity to engage in self-reflection<br />
that will ultimately lead to the creation of new conversations.<br />
REFERENCES<br />
Elbow, P. (1973). Writing without teachers. London: Oxford University Press.<br />
Short, K. (1992). “Living the process”: Creating a learning community among educators. Teaching<br />
Education, 4(2), 34–42.<br />
Zeichner, K., & Liston,D. (1987). Teaching stu<strong>de</strong>nt teachers to reflect. Harvard Educational Review,<br />
57, 23–48.
470 BOOK REVIEWS / RECENSIONS<br />
Un<strong>de</strong>rstanding Skills<br />
by Robin Barrow<br />
London, ON: Althouse Press, 1990. vii + 194 pages.<br />
REVIEWED BY IAN WINCHESTER, ONTARIO INSTITUTE FOR STUDIES IN<br />
EDUCATION<br />
According to Barrow, Un<strong>de</strong>rstanding Skills is about the possibility of providing<br />
a liberal education in schools. This i<strong>de</strong>a, which goes back to Plato, or at any rate<br />
to the Ancient Greeks, is one that can be dressed up in mo<strong>de</strong>rn-day jargon that<br />
would inclu<strong>de</strong> “un<strong>de</strong>rstanding,” “critical thinking,” “imagination,” and “creativity.”<br />
Barrow claims, however, it is characteristic of our age that we misun<strong>de</strong>rstand<br />
such key concepts and that consequently our schools are disaster areas<br />
which compl<strong>et</strong>ely miss approaching the i<strong>de</strong>a. Barrow makes a good case for this<br />
important thesis in the book.<br />
It is, however, really a book of much greater importance than this. Barrow’s<br />
service to us as educators is far greater because it is about what we all take<br />
<strong>de</strong>eply for granted, but normally do not articulate — our <strong>de</strong>epest presuppositions.<br />
Barrow does this, but doesn’t notice that this is his main achievement, as I shall<br />
explain below.<br />
Barrow argues for the possibility of a liberal education in our time through the<br />
philosophical study of a number of misun<strong>de</strong>rstandings that make the provision<br />
of such an education impossible. The misun<strong>de</strong>rstanding Barrow most frequently<br />
mentions is the confusion of the possession of skills with the possession of<br />
mental qualities. The next-most frequent philosophical misun<strong>de</strong>rstanding is the<br />
belief that there are mental faculties among which un<strong>de</strong>rstanding or intelligence<br />
are numbered.<br />
Nearly all Barrow’s analyses are salutary and most of what he <strong>de</strong>stroys is<br />
worth <strong>de</strong>stroying. Thus, he shows us how the current obsession with “giftedness”<br />
is often wildly misplaced and full of confusions. He weans us from belief in the<br />
faculties of “imagination” or of “creation.” He shows that “value clarification,”<br />
while having some uses, is no general panacea for our educational ills, especially<br />
those involving relations among us in a multicultural s<strong>et</strong>ting. He disabuses us of<br />
the notions that all values are relative, that any choice or inheritance of these will<br />
do, and that tolerance should teach us to tolerate any <strong>de</strong>gree of silliness in this<br />
realm. All these things he does as preliminary to his discussion of how we might<br />
g<strong>et</strong> back to a genuine liberal education.<br />
On the positive si<strong>de</strong>, he tries to show us that reason can be cultivated and that<br />
an i<strong>de</strong>al liberal education should try to cultivate it. He argues that there really<br />
can be a core curriculum to which everyone should be exposed, regardless of
BOOK REVIEWS / RECENSIONS 471<br />
individual differences. And he talks wisely about how teacher education might<br />
be improved so that we might approximate to the i<strong>de</strong>al.<br />
From Barrow’s point of view, his most important critique is of the notion that<br />
mental qualities (like critical thinking, communicative ability, creativity, problemsolving<br />
ability, and imagination) are skills. I am not sure who, exactly, thought<br />
that such qualities were skills. But assuming that Barrow is right, that some<br />
pr<strong>et</strong>ty important people thought so and have imposed silly curriculum<br />
requirements on teachers because of it, Barrow argues convincingly that this is<br />
a disastrous mistake. Of course he does not <strong>de</strong>ny that all these things involve the<br />
possession of skill of various kinds and vari<strong>et</strong>ies. But not one of them is a skill<br />
or reduces to skill. In arguing this he refers more than once to the earlier work<br />
of Gilbert Ryle, the Oxford philosopher and author of The Concept of Mind.<br />
In this regard, however, Barrow’s account, although on the si<strong>de</strong> of the angels,<br />
is in part on the si<strong>de</strong> of the fallen ones. He tends to use “skill” as a noun and not<br />
an adjective, som<strong>et</strong>hing Ryle would find misleading systematically. For Ryle<br />
rightly pointed out that some performances are skilled and some are not, and<br />
consi<strong>de</strong>red it a general confusion to reify notions like “skill.” Thus one might<br />
paint with skill, or with various <strong>de</strong>grees of skill, or perhaps totally without<br />
skill — there there are many sha<strong>de</strong>s and <strong>de</strong>grees. But there is no activity to be<br />
called “the skill of painting.” Y<strong>et</strong> in Barrow we find passages like this:<br />
Now a skill is fairly and unambiguously a particular kind of ability. Not all abilities are<br />
skills. A skill is an ability, usually physical, that is discr<strong>et</strong>e and improved by training and<br />
practice. Thus standing on your head is a paradigm case of a skill. (p. 88)<br />
Of course one can use words as one will. But for avoiding confusion I should<br />
have thought it would have been more in line with Barrow’s overall intentions<br />
to merely say that standing on one’s head is som<strong>et</strong>hing that one might do<br />
skilfully, or with various <strong>de</strong>grees of skill, or, perhaps, not at all.<br />
To berate the point, Barrow is so concerned to point out that a vari<strong>et</strong>y of<br />
things thought to be skills are not, that he forg<strong>et</strong>s Ryle’s main point, namely, that<br />
many things reified in common speech or in bad philosophy are things best<br />
expressed through adjectives or adverbs and not through nouns. Thus one might<br />
sing, paint, or think about theor<strong>et</strong>ical physics imaginatively, or creatively, or<br />
dully or feebly or badly. One might engage in a discussion thoughtfully,<br />
helpfully, or seriously. One might communicate with vigour or clarity, or<br />
communicate skilfully or clumsily, but not engage in the “skill of communication.”<br />
And so on.<br />
Thus it is not that imagination is not a skill, which is to confuse one apparent<br />
noun with another. Rather it is that both are essentially qualifying notions, that<br />
is, ways in which various activities might be engaged. Then it becomes clear that<br />
imagination cannot be a skill since one may, in general, do X (say, play the<br />
violin) imaginatively but not skilfully or vice versa, or both, or neither.
472 BOOK REVIEWS / RECENSIONS<br />
But if Barrow is wrong in thinking he is only writing a book diagnosing ills<br />
in the educational thought of our time and offering remedies in the form of a<br />
liberal education, what is he really doing? The most important part of Barrow’s<br />
book, I believe, is a list of six erroneous, he claims, beliefs which are part of the<br />
way we currently think about education and which, he further claims, lead to<br />
untenable or false views about how we should teach and organize school<br />
curricula. What he has really done, I think, is to d<strong>et</strong>ect some of the main<br />
presuppositions in our time which affect the educational enterprise. And this is<br />
an achievement of a very high or<strong>de</strong>r.<br />
Roughly speaking, he thinks we: (1) are unwittingly committed to a faulty<br />
psychology, (2) assume that mental qualities are skills, (3) presuppose that i<strong>de</strong>as<br />
can be un<strong>de</strong>rstood in<strong>de</strong>pen<strong>de</strong>nt of their history or cultural context, (4) take for<br />
granted that the only values worth having are materialistic and technocratic ones,<br />
(5) treat all values as relative, and (6) act as though scientific inquiry is the only<br />
real means to knowledge.<br />
To characterize the presuppositions of an era is to perform one of the most<br />
difficult tasks a philosopher can perform. It is hard to see what we presuppose,<br />
since our <strong>de</strong>epest presuppositions are always built into all our ways of talking,<br />
writing, thinking, and acting in a particular realm. Some of those who have<br />
written best about presuppositions, like Collingwood, <strong>de</strong>spaired of our being able<br />
to do more than to characterize — after the fact — just what it was that we did so<br />
<strong>de</strong>eply take for granted. Thus the notion of criticizing or replacing or testing<br />
these presuppositions struck Collingwood as absurd.<br />
Barrow sees clearly some of the important things we take <strong>de</strong>eply for granted.<br />
However, he wishes to engage in a truth contest with each of them. Thus he<br />
treats them as merely a kind of apparent truth that can be controverted or<br />
disproved or straightforwardly replaced by argumentation.<br />
What Barrow has i<strong>de</strong>ntified, I fear, are some of the main presuppositions of<br />
our scientific age which specially affect the educational enterprise. What he can<br />
also see is that other ages, especially, for example, the age of Plato, about which<br />
Barrow knows more than most, had quite different presuppositions — which<br />
Plato shared with his contemporaries. What Barrow has not noticed is that it was<br />
not possible, even for Plato, actually to controvert the presuppositions of his<br />
time. For example, it would have been impossible for Plato to have suggested the<br />
s<strong>et</strong> of seven presuppositions Barrow has i<strong>de</strong>ntified as possible replacements for<br />
things taken most <strong>de</strong>eply for granted in the fifth or fourth century B.C.<br />
We g<strong>et</strong> some i<strong>de</strong>a of how difficult it is really to g<strong>et</strong> away from our<br />
presuppositions when we see Barrow’s i<strong>de</strong>al core curriculum. For what he<br />
expresses are exactly what we in the West, along with everybody in the world<br />
who has a twenti<strong>et</strong>h-century school system, more or less take as given. Barrow’s<br />
list is as follows: history and geography, philosophy (including <strong>et</strong>hics and<br />
aesth<strong>et</strong>ics), natural science, mathematics, literature. The only one (or three) of<br />
these that looks a little controversial is philosophy. But with the apparent
BOOK REVIEWS / RECENSIONS 473<br />
exception of philosophy, the rest are just the standard fare of the core curriculum<br />
worldwi<strong>de</strong> in our era. There is nothing about swimming, which was part of the<br />
Roman curriculum. Nor about handling the lance, the mace, or the horse, which<br />
chivalry the world over cared about; or weaving, knitting, and lace work for the<br />
ladies. And the reason there is not is that essentially Barrow is continuing his<br />
(very important) work of i<strong>de</strong>ntifying the presuppositions of this scientific age, in<br />
this case the things we take for granted about root curriculum. And that is why<br />
nobody has implemented what Barrow apparently fears, namely a curriculum<br />
consisting of “Un<strong>de</strong>rstanding 10, 11, and 12,” “Imagination 10, 11, and 12,”<br />
“Creativity 10, 11, and 12,” and so on.<br />
Is philosophy as he expresses it, with its <strong>et</strong>hical and aesth<strong>et</strong>ic component, an<br />
exception here? I don’t really think so. It is just that philosophy is som<strong>et</strong>hing that<br />
permeates everything else in the curriculum: philosophy as m<strong>et</strong>hod, <strong>et</strong>hical<br />
approach, concern for truth, concern for beauty, care for argument, care for<br />
logical presentation, care for accuracy, care for precision, care for. ...Barrow<br />
has noticed this and explicitly spelled it out as a special topic to be studied.<br />
Perhaps its explicit study might <strong>de</strong>stroy it in a scientific era, since it is a hid<strong>de</strong>n<br />
activity lurking everywhere in the curriculum. Those of us who are engaged in<br />
trying to g<strong>et</strong> philosophy into the last year of high school as an option in all<br />
Ontario schools, may find we are engaging in a great evil, if this is true.<br />
In summary, then, Barrow’s book is a vigorous, som<strong>et</strong>imes won<strong>de</strong>rfully<br />
written, exposé of many things we take for granted in education in our time. He<br />
has done us a tremendous service in i<strong>de</strong>ntifying them. Certainly these things are<br />
more likely to change if most people are aware of what it is they themselves<br />
presuppose. But this is not likely to occur through a series of knock-down<br />
arguments of the sort provi<strong>de</strong>d in this book. Rather, it will be through the slow<br />
encroachment of i<strong>de</strong>as over a long period of time due to the transformation, or<br />
perhaps the <strong>de</strong>cline and fall, of this “technologico-Benthamite” civilization that<br />
has us all in thrall. Wh<strong>et</strong>her we will like that when it happens, I do not know.<br />
What I am sure of is that a liberal education as we presuppose it is not likely to<br />
survive this civilization’s <strong>de</strong>cline and fall either.<br />
Autonomy and Education<br />
by Eamonn Callan<br />
Kingston: McGill-Queen’s University Press, 1988. 164 pages.<br />
REVIEWED BY MURRAY ROSS, UNIVERSITY OF BRITISH COLUMBIA<br />
A quarter-century ago the significance of children’s intellectual autonomy was<br />
an issue of consi<strong>de</strong>rable interest. With the revival of child-centred education
474 BOOK REVIEWS / RECENSIONS<br />
(most notably in British Columbia’s “Year 2000” reforms), the question of<br />
children’s autonomy has once again come to the fore. Hitherto, one of the more<br />
wi<strong>de</strong>ly accepted views of autonomy’s place in education originated with the<br />
London school of educational philosophers during the 1960s. These philosophers,<br />
principally Robert Dear<strong>de</strong>n, Richard P<strong>et</strong>ers, and Paul Hirst, objected to the<br />
romantic excesses of child-centred educational theory and the priority it gave to<br />
the autonomous judgment of the child. On the London view, a commitment to<br />
the autonomy of children must be tempered with the un<strong>de</strong>rstanding that children<br />
are comparatively ignorant and thus cannot know what is in their interest,<br />
educationally speaking. It was seen as a mistake, therefore, to give the child<br />
much freedom of choice in the d<strong>et</strong>ermination of curriculum. This rather<br />
traditional view is again being challenged by partisans of various stripes — whole<br />
language enthusiasts, constructivists and others who wish to carve out a more<br />
respectable place for the interests and proclivities of children. Un<strong>de</strong>r these<br />
circumstances Eamonn Callan’s philosophically sophisticated Autonomy and<br />
Schooling is a timely and much-nee<strong>de</strong>d contribution to the <strong>de</strong>bate.<br />
Up to a point Callan’s account of autonomy is consistent with the standard<br />
view: autonomy is a matter of self-rule. Beyond this, it <strong>de</strong>viates from b<strong>et</strong>terknown<br />
treatments, especially those stressing the incomp<strong>et</strong>ence of the child, or<br />
following the Kantian tradition of linking reason with autonomy. The autonomous<br />
person, says Callan, is ruled by a realistic and in<strong>de</strong>pen<strong>de</strong>nt will, while<br />
autonomy itself is manifested in the way persons control and <strong>de</strong>velop their<br />
interests. The key to Callan’s position is the weight he attaches to the psychological<br />
interests of the child and the logical necessity of a certain type of<br />
freedom that will enable children to pursue these interests.<br />
Callan’s <strong>de</strong>fense of an interest-based curriculum is convincing, and <strong>de</strong>structive<br />
of the standard dismissals of children’s interests by Dear<strong>de</strong>n <strong>et</strong> al. His argument<br />
hinges on the reasonable assumption that many of a child’s interests will be<br />
educationally relevant. Non<strong>et</strong>heless, it is telling that the educational problem<br />
Callan uses to illustrate his discussion of interests — the case of the conventionally<br />
successful, though indifferent stu<strong>de</strong>nt — can be consi<strong>de</strong>red quite apart from the<br />
highly abstract treatment of autonomy and freedom to which much of the book<br />
is <strong>de</strong>voted. In<strong>de</strong>ed, the first third of the book pertains to matters more purely<br />
philosophical than educational, ranging wi<strong>de</strong>ly across a vari<strong>et</strong>y of knotty<br />
philosophical problems in <strong>et</strong>hics and political theory. Even though Callan’s<br />
argument concerning interests succeeds in<strong>de</strong>pen<strong>de</strong>ntly of his construal of the<br />
relation b<strong>et</strong>ween positive freedom and autonomy, rea<strong>de</strong>rs with a philosophical<br />
bent will find much of interest in the novel treatment of these relations. 1<br />
Callan’s commitment to child centred education does not take a wholly<br />
familiar form, however. He argues, for instance, that compulsion in schooling is<br />
warranted and necessary, providing it is properly restricted and exercised within<br />
the context of a quasi-<strong>de</strong>mocratic school structure. Callan also takes pains to
BOOK REVIEWS / RECENSIONS 475<br />
distance himself from the more discredited doctrines of child-centred education,<br />
such as those positing some innate goodness or wisdom in children, or<br />
<strong>de</strong>nouncing all forms of direct instruction.<br />
In his rejection of the orthodox view that autonomy is conceptually linked to<br />
the practices of reason, he argues, unconvincingly in my view, that one can be<br />
realistic and in<strong>de</strong>pen<strong>de</strong>ntly min<strong>de</strong>d without being committed to critical reflection.<br />
It is hard to see how someone can be a realist in Callan’s sense, that is, someone<br />
who <strong>de</strong>monstrates “a persistent orientation of the mind towards reality and a<br />
corresponding suppression of the various ways human beings are apt to eva<strong>de</strong><br />
reality” without being generally disposed to offer reasons and to seek them when<br />
required. Similarly, Callan’s disregard of the need for a liberal education<br />
characterized by breadth of knowledge is puzzling. It suggests he has not found<br />
the right balance b<strong>et</strong>ween the private sphere of personal interests and the public<br />
domain of epistemic practices which lie at the heart of our traditions of inquiry.<br />
These practices, which enlarge this private sphere beyond its solipsistic limits,<br />
offer one of the most valuable <strong>de</strong>fenses against the intellectual <strong>de</strong>pen<strong>de</strong>nce which<br />
so troubled Kant. The aim of <strong>de</strong>veloping rationally autonomous persons requires<br />
that learners accept as true only those claims groun<strong>de</strong>d in good reasons (providing<br />
the claims are of the sort where justification is called for). Since the criteria<br />
for the truth of propositions, and thus the criteria which pick out “good” reasons,<br />
vary across disciplines, breadth of knowledge is not som<strong>et</strong>hing that can be sacrificed<br />
in an effort to foster autonomy. Stu<strong>de</strong>nts who are not taught these disciplines<br />
are simply <strong>de</strong>nied access to the means of rational autonomous <strong>de</strong>velopment<br />
which schools are best suited to <strong>de</strong>liver. Perhaps it is Callan’s expectation that<br />
stu<strong>de</strong>nts will eventually <strong>de</strong>velop more catholic interests once they are given a<br />
freer hand in or<strong>de</strong>ring the content of their inquiries. But this assumption, like<br />
others in this otherwise fine book, is an empirical matter about which less is<br />
known than Callan seems to allow.<br />
NOTE<br />
1<br />
Philosophically inclined rea<strong>de</strong>rs might wish to consult Robert Dear<strong>de</strong>n’s critical review<br />
in the Journal of Philosophy of Education 24, no. 1 (1990): 127–131.
In<strong>de</strong>x to Volume 18 /<br />
In<strong>de</strong>x du Volume 18 *<br />
Articles<br />
Acker, Sandra, & Keith Oatley. Gen<strong>de</strong>r Issues in Education for Science and<br />
Technology: Current Situation and Prospects for Change, 255.<br />
Allison, Patricia. See Nagy, Philip.<br />
Bailin, Sharon. Drama as Experience: A Critical View, 95.<br />
Baudoux, Claudine <strong>et</strong> Albert Noircent. Rapports sociaux <strong>de</strong> sexe dans les classes<br />
du collégial québécois, 150.<br />
Benyamna, Salah, Jacques Désautels <strong>et</strong> Marie Larochelle. Du concept à la chose:<br />
la notion <strong>de</strong> particule dans les propos d’étudiants à l’égard <strong>de</strong> phénomènes<br />
physiques, 62.<br />
Bourdages, Céline. Voir Deschênes, André-Jacques.<br />
Bryson, Mary, & Suzanne <strong>de</strong> Castell. Queer Pedagogy: Praxis Makes Im/Perfect,<br />
285.<br />
Chomienne, Martine. <strong>Le</strong> changement <strong>de</strong> rôle d’un enseignant dans un environnement<br />
technologique riche, 323.<br />
Coleman, P<strong>et</strong>er. See Tabin, Yvonne.<br />
Coulter, Rebecca Priegert, & Margar<strong>et</strong> McNay. Exploring Men’s Experiences as<br />
Elementary School Teachers, 398.<br />
Covert, James R. Creating a Professional Standard of Moral Conduct for Canadian<br />
Teachers: A Work in Progress, 429.<br />
<strong>de</strong> Castell, Suzanne. See Bryson, Mary.<br />
Deau<strong>de</strong>lin, Col<strong>et</strong>te, Jean Loiselle <strong>et</strong> Marielle Pratte. L’utilisation pédagogique<br />
d’outils informatiques <strong>de</strong> gestion <strong>de</strong> données à l’école primaire, 46.<br />
Désautels, Jacques. Voir Benyamna, Salah.<br />
Deschênes, André-Jacques, Céline Bourdages, Louise <strong>Le</strong>bel <strong>et</strong> Bernard Michaud.<br />
Quelques principes pour concevoir <strong>et</strong> évaluer <strong>de</strong>s activités d’apprentissage en<br />
formation à distance, 335.<br />
Eyre, Linda. Compulsory H<strong>et</strong>erosexuality in a University Classroom, 273.<br />
*<br />
Key to pagination / Références aux numéros du volume: (1) 1–94; (2) 95–184; (3)<br />
185–306; (4) 307–480.<br />
476 CANADIAN JOURNAL OF EDUCATION 18:4 (1994)
INDEX TO VOLUME 18 / INDEX DU VOLUME 18 477<br />
<strong>Falar<strong>de</strong>au</strong>, <strong>Mireille</strong> <strong>et</strong> <strong>Michel</strong> <strong>Loranger</strong>. <strong>Le</strong> <strong>choix</strong> <strong>de</strong> <strong>stratégies</strong> d’apprentissage<br />
dans différents contextes scolaires par l’élève du primaire <strong>et</strong> du secondaire,<br />
307.<br />
Fréch<strong>et</strong>, Guy. Précarité <strong>de</strong> l’emploi <strong>et</strong> scolarisation moyenne au Canada, 349.<br />
Henry, Ann<strong>et</strong>te. Missing: Black Self-Representations in Canadian Educational<br />
Research, 206.<br />
Kennedy, Deborah. Nonsexist Language: A Progress Report, 223.<br />
Larochelle, Marie. Voir Benyamna, Salah.<br />
Laskey, Arlene. See Nagy, Philip.<br />
<strong>Le</strong>bel, Louise. Voir Deschênes, André-Jacques.<br />
Loiselle, Jean. Voir Deau<strong>de</strong>lin, Col<strong>et</strong>te.<br />
<strong>Loranger</strong>, <strong>Michel</strong>. Voir <strong>Falar<strong>de</strong>au</strong>, <strong>Mireille</strong>.<br />
McNay, Margar<strong>et</strong>. See Coulter, Rebecca Priegert.<br />
Michaud, Bernard. Voir Deschênes, André-Jacques.<br />
Nagy, Philip, Arlene Laskey, & Patricia Allison. Evaluation as Harvesting:<br />
Drama in Education as Ten<strong>de</strong>r Fruit, 117.<br />
Ng, Roxana. “A Woman out of Control”: Deconstructing Sexism and Racism in<br />
the University, 189.<br />
Noircent, Albert. Voir Baudoux, Claudine.<br />
Oatley, Keith. See Acker, Sandra.<br />
O’Farrell, Lawrence. Challenging Our Assumptions: Playwrights and the Drama<br />
Curriculum, 106.<br />
Orr, Deborah Jane. Toward a Critical R<strong>et</strong>hinking of Feminist Pedagogical Praxis<br />
and Resistant Male Stu<strong>de</strong>nts, 239.<br />
Pearson, Allen T., & Patricia T. Rooke. Gen<strong>de</strong>r Studies and Teacher Education:<br />
A Proposal, 414.<br />
Potvin, Pierre <strong>et</strong> Romain Rousseau. Attitu<strong>de</strong>s <strong>de</strong>s enseignants envers les élèves<br />
en difficulté scolaire, 132.<br />
Pratte, Marielle. Voir Deau<strong>de</strong>lin, Col<strong>et</strong>te.<br />
Raphael, Dennis. Accountability and Educational Philosophy: Paradigms and<br />
Conflict in Ontario Education, 29.<br />
Richmond, Stuart. Art, Imagination, and Teaching: Researching the High School<br />
Classroom, 366.<br />
Rooke, Patricia T. See Pearson, Allen T.<br />
Rousseau, Romain. Voir Potvin, Pierre.<br />
Stewart, Douglas. Teaching or Facilitating: A False Dichotomy, 1.<br />
Tabin, Yvonne, & P<strong>et</strong>er Coleman. From the Dollhouse to the Schoolhouse: The<br />
Changing Experience of Women Principals in British Columbia, 1980 to 1990,<br />
381.<br />
Van Brummelen, Harro. The Effects of Government Funding on Private Schools:<br />
Appraising the Perceptions of Long-Term Principals and Teachers in British<br />
Columbia’s Christian Schools, 14.
478 INDEX TO VOLUME 18 / INDEX DU VOLUME 18<br />
Discussion Notes / Débats<br />
Bergmann, Sheryle. A Response to Colla J. MacDonald’s “Creative Dance in<br />
Elementary Schools,” 168.<br />
Holmes, Mark. Who Should Control Educational Policy — Experts or the Public?<br />
A Response to <strong>Le</strong>vin, Riffel, and Young, 452.<br />
<strong>Le</strong>vin, Benjamin, J. Anthony Riffel, & Jonathan Young. A Reply to “The Revival<br />
of School Administration: Alasdair MacIntyre in the Aftermath of the<br />
Common School,” 446.<br />
MacDonald, Colla J. An Educator’s Perspective on Creative Dance in Elementary<br />
Schools: A Response to Sheryle Bergmann, 171.<br />
Riffel, J. Anthony. See <strong>Le</strong>vin, Benjamin.<br />
Young, Jonathan. See <strong>Le</strong>vin, Benjamin.<br />
Review Essay / Essai Critique<br />
Ryan, James. Studying Effective Schools and Districts: The Problem with Universals<br />
and Uniformity, 79.<br />
Book Reviews / Recensions<br />
Bibeau, Gilles. La formation du jugement: peut-on apprendre le jugement? sous<br />
la direction <strong>de</strong> Michael Schleifer, 461.<br />
Daniels, <strong>Le</strong>Roi B. Reform and Relevance in Schooling: Dropouts, De-Streaming<br />
and the Common Curriculum, edited by Derek J. Allison & Jerry Paqu<strong>et</strong>te, 93.<br />
Das, J. P. Vygotsky and Education: Instructional Implications and Applications<br />
of Sociohistorical Psychology, edited by Luis C. Moll, 181.<br />
Fontaine, Susanne. La profession enseignante au Québec: enjeux <strong>et</strong> <strong>de</strong>vis <strong>de</strong>s<br />
années 1990 sous le direction <strong>de</strong> Clau<strong>de</strong> <strong>Le</strong>ssard, Ma<strong>de</strong>leine Perron <strong>et</strong> Pierre<br />
W. Bélanger, 455.<br />
Gauthier, Clermont <strong>et</strong> Clémence Michaud. <strong>Le</strong> jugement, les valeurs <strong>et</strong> l’action,<br />
par Pierre Angers <strong>et</strong> Col<strong>et</strong>te Bouchard, 174.<br />
Hemming, Heather. Interwoven Conversations: <strong>Le</strong>arning and Teaching Through<br />
Critical Reflections, by Judith Newman, 467.<br />
Hohl, Janine. Apprendre à vivre ensemble: immigration, société <strong>et</strong> éducation par<br />
Jocelyn Berthelot, 86.<br />
Kelly, Ursula A. Teaching Against the Grain: Texts for a Pedagogy of Possibility,<br />
by Roger I. Simon, 463.<br />
Larose, Réal. Autour <strong>de</strong> l’idée <strong>de</strong> science par Marie Larochelle <strong>et</strong> Jacques<br />
Désautels, 457.<br />
<strong>Le</strong>mieux, Nicole. La socialisation: construction <strong>de</strong>s i<strong>de</strong>ntités sociales <strong>et</strong> professionnelles<br />
par Clau<strong>de</strong> Dubar, 176.
INDEX TO VOLUME 18 / INDEX DU VOLUME 18 479<br />
Mclean, Eric. La direction <strong>de</strong>s mémoires <strong>et</strong> <strong>de</strong>s thèses par Aimée <strong>Le</strong>duc, 88.<br />
Michaud, Clémence. Voir Gauthier, Clermont.<br />
Moran, Louise. Open <strong>Le</strong>arning and Open Management: <strong>Le</strong>a<strong>de</strong>rship and Integrity<br />
in Distance Education, by Ross H. Paul, 91.<br />
Morin, Lucien. La philosophie <strong>et</strong> les enfants par Marie-France Daniel, 459.<br />
Ross, Murray. Autonomy and Education, by Eamonn Callan, 473.<br />
Winchester, Ian. Un<strong>de</strong>rstanding Skills, by Robin Barrow, 470.<br />
Young, Jon. Innovative Multicultural Teaching, edited by Vincent D’Oyley &<br />
Stan M. Shapson, 178.<br />
Other / Divers<br />
<strong>de</strong> Castell, Suzanne. Introduction [to special issue “Against the Grain”: Narratives<br />
of Resistance]: 6 December 1989/1993, Je me souviens, 185.