Researching education policy borrowing and transfer in the EU: some research questions and methods of analysis
Author(s):
Xavier Rambla (presenting / submitting)
Conference:
ECER 2017
Format:
Paper

Session Information

23 SES 05 D, Education Policy Borrowing and Transfer

Paper Session

Time:
2017-08-23
13:30-15:00
Room:
K4.11
Chair:
Palle Rasmussen

Contribution

The paper asks which mechanisms pattern policy borrowing and transfer of education policies in the European Union. It draws on Lange and Alexiadou's (2010) typology of mutual, imperialistic, competitive and surface policy learning within the Open Method of Coordination as applied to education. In this vein, it discusses the research questions and the methods of analysis of two studies.

The first study has to do with policies against early school leaving (ESL) in Spain. In this area, the paper hypothesizes that both the central and (a sample of) regional governments recently adopted the EU recommendations by means of competitive learning. That is, these educational authorities were apparently interested in meeting some statistical targets but did not elaborate on the rationale and the implications of those recommendations. This argument draws on evidence collected for project ABJOVES during 2012-16 (IP: Aina Tarabini, Univ. Autònoma de Barcelona, http://abjoves.es). It is particularly relevant insofar as Spain records the highest ESL rate in the EU.

The second study has to do with lifelong learning policies. Since 2013, the Commission has tried to extend the Youth Guarantee Scheme from a few countries to all the member states. Here, the point is whether this process enacts a sort of mutual learning which entails developing a common and shared rationale for policy-making. In this regard, the paper draws on project YOUNG ADULLLT (IP: Marcelo Parreira, Univ. Münster, http://www.young-adulllt.eu). This work will be conducted between 2016 and 2019.

These two hypotheses are inspired by a more general thesis. Research on education policy borrowing and transfer has noticed that a varied array of mechanisms can make a huge difference in the reception of the same guidelines in different settings (Steiner-Khamsi & Waldow, 2012). The point is that ideas are extremely influential in political activity, but they are always enmeshed in complex webs of social relations (Schmidt, 2008). Thus, education policy normally proceeds by selectively enacting certain priorities that affect some aspects of teaching and school organisation (Ball et al, 2012). Unsurprisingly, Lange and Alexiadou's (2010) findings on education and Europeanisation are not exceptional compared to other policy areas. In fact, Europeanisation often proceeds by means of strategically using political and cognitive instruments to manage the relationship between the different layers of governance (Radaelli & Bolleyer, 2009; Radaelli et al, 2013).

Method

Project ABJOVES analysed the official discourse by selecting a corpus of public documents. This corpus was defined on the grounds of information obtained in elite interviews conducted in Brussels, Madrid and Barcelona between 2013 and 2015 (Harvey, 2011). This selection took ideological variation into account since the Conservative government of Madrid was openly at odds with the incumbent Nationalist governments in Catalonia at the time. In order to guarantee ideological diversity, the analysis also looked at the official documentation issued by the Nationalist Basque government and the government of Andalusia, which was led by the Socialist party. The RQDA package was used to analyse these documents (Huang, 2014). During 2015, project YOUNG ADULLLT will interview policy-makers in eighteen functional regions sampled in Austria, Bulgaria, Croatia, Finland, Germany, Italy, Portugal, Scotland and Spain. Thus, the most helpful research techniques will be elite interviewing (Harvey, 2011) and content analysis (Corbin & Strauss, 1990). The paper will reflect on the potential to replicate the ABJOVES discourse analysis with some pieces of evidence produced by YOUNG ADULLLT. Particularly, it will ponder whether Norman Fairclough's Critical Discourse Analysis (2003) is instrumental to distinguishing discourses of education policy. This author highlights the importance of two elements which are particularly salient for this analysis. On the one hand, political issues are often framed by "catchwords" that depict a general picture where officers, practitioners, parents and students contextualise the messages on a given policy. On the other hand, different discourses may convey varying (even contradictory) "judgements of fact" by means of the same catchwords. So, observing whether catchwords and judgements of fact are maintained or are transformed during policy transfer between different educational authorities becomes an intriguing research question.

Expected Outcomes

ABJOVES found out that educational authorities share the same catchwords at the level of the EU, the central government of Spain and several regional governments. Their discourses drew on very similar wording to refer to both the phenomenon of early school leaving and the policy priority to tackle this phenomenon. However, while the Commission approach aimed at tackling societal macro problems (e.g. anti-segregation policies, support for disadvantaged schools, engaging curriculum), in Spain the bulk of educational authorities focused on school-based micro processes such as single-ability grouping and early tracking. Despite using the same wording, judgements of fact were not always compatible. This finding may be interpreted as an empirical manifestation of competitive policy transfer to the extent that common catchwords express adherence to the same statistical targets but disparate judgements of fact indicate that these common terms have been adapted to differring policy rationales. As to YOUNG ADULLLT, it is hard to suggest any conclusion at this stage. However, the paper will conduct an exploratory analysis of the official documents issued in Catalonia and Scotland. The point is looking at to what extent catchwords and judgements of fact are compatible in these two countries. The question is whether the Scottish and the Catalan educational authorities have eventually borrowed the EU policy by means of either mutual or competitive learning. If this exercise makes sense, afterwards it may be extended to a wider sample of cases. In the end, it may suggest a way to operationalise theories of policy transfer and explore the reception of education policies associated with the Open Method of Coordination (such as reducing ESL or providing a Youth Guarantee Scheme)-

References

Ball, S., M., M., H. Braun, A. K., and Perryman, J. 2012. How Schools Do Policy. Policy Enactments in Secondary Schools. New York: Routledge. Corbin, J. & Strauss, A. (1990) Grounded Theory Research: Procedures, Canons, and Evaluative Criteria. Qualitative Sociology, 13(1): 3-21. Fairclough, N. 2003. Critical Discourse Analysis: The Critical Study of Language. London: Longman. Harvey, W. (2011). Strategies for conducting elite interviews. Qualitative Research, Vol. 11, No. 4, pp. 431–441. Huang, R. 2014. RQDA: R-Based Qualitative Data Analysis. R Package Version 0.2-6. URL http://rqda.r-forge.r-project.org/. http://rqda.r-forge.r-project.org/. Lange, B. & Alexiadou, N. 2010. Policy Learning and Governance of Education Policy in the EU. Journal of Education Policy 25, no. 4: 443–463. Radaelli, C., and Bolleyer, N. 2009. Has Europeanization Gone Too Far? Comparative European Politics 7, no. 3: 384–395. Radaelli, C., Dunlop, C., and Fritsch, O. 2013. Narrating Impact Assessment in the European Union. European Political Science 12: 500–521. Steiner-Khamsi, G., and Waldow, F. 2012. Policy Borrowing and Lending. World Yearbook of Education. London and New York: Routledge.

Author Information

Xavier Rambla (presenting / submitting)
Universitat Autònoma de Barcelona (UAB)
Sociologia
Cerdanyola del Vallès (Barcelona)

Update Modus of this Database

The current conference programme can be browsed in the conference management system (conftool) and, closer to the conference, in the conference app.
This database will be updated with the conference data after ECER. 

Search the ECER Programme

  • Search for keywords and phrases in "Text Search"
  • Restrict in which part of the abstracts to search in "Where to search"
  • Search for authors and in the respective field.
  • For planning your conference attendance, please use the conference app, which will be issued some weeks before the conference and the conference agenda provided in conftool.
  • If you are a session chair, best look up your chairing duties in the conference system (Conftool) or the app.