Analysing impacts of education systems on inequalities - Conceptual issues and methodological challenges
Author(s):
Christiane Gross (presenting / submitting) Andreas Hadjar (presenting)
Conference:
ECER 2017
Format:
Paper

Session Information

28 SES 09 B, Educational Inequalities and Europeanization

Paper Session

Time:
2017-08-24
13:30-15:00
Room:
K4.20
Chair:
Andreas Hadjar

Contribution

Recent research has shown a strong impact of institutional settings of educational systems on educational inequalities. When we speak of education system, we refer to institutional settings in which processes of education are embedded. Such institutional settings include the schooling systems at different levels (pre-schooling, primary and secondary schooling), but also the vocational training and higher education systems. Crucial for the analysis of inequalities is the structure of the education system, in particular the available education institutions, how they can be accessed and how people can transit from one to another educational stage, and how they can move between parallel institutions (e.g. upper-secondary general versus upper-secondary vocational education). Thus, institutional settings also structure educational pathways and imply ‘normal’ pathways. The main characteristics which have been determined as driving forces are stratification (external differentiation/tracking), standardisation and vocational specificity.

The analysis of education systems and educational inequalities – in terms of systematic variations in several aspects of educational attainment structured by ascriptive characteristics such as gender, social origin and migration background – as well as inequalities in status attainment and life chances requires a multi-level perspective that takes into account the links between certain levels, as education system characteristics are situated on a higher level than the individual disadvantages and advantages. Such a perspective is implied by the structural-individualistic explanatory schema by Coleman (1990) which is based on previous models by McClelland (1966). Based on these models, we developed a Macro-Meso-Micro Model of education systems and inequalities where we situate the general education system characteristics and inequalities at the macro-level (Gross, Meyer & Hajar 2016). The meso-level refers to school characteristics and how the schools or other educational institutions enact policies and regulations. The educational system (linked to educational policies) affects via the meso-level each individual’s situation. Institutional settings frame resources that facilitate the acquisition of education, determines available educational pathways and institutions, and, thus, also impacts cost-benefit calculations and educational decisions. How the individual educational level affects the socio-structural placement (such as chances of employment, income, marriage and position of social class) or cultural aspects (view of the world, social values, lifestyle etc.) is also influenced by higher level factors. According to the logics of aggregation, the sum of individual consequences eventually affects social structure (i.e., change of occupational patterns) and culture (i.e., change of values) on the level of society. In regard to our research issue, a major outcome at the macro-level is the prevalence of social inequality in a society (Gross, Meyer & Hajar 2016).

The presentation is structured in three parts: Part A will show how to theorize the impact of education systems on educational outcomes such as competencies and credentials; Part B will provide methodological strategies of how to model the effects of education systems on educational outcomes in an quantitative framework, and Part C includes the presentation of own results of multilevel analysis.

Method

Examining the impact of education systems on educational inequalities raises several methodological questions. The first main question concerns the choice between two general research strategies: the comparative approach and the multi-level approach. The comparative approach (CA) involves studies that consider only a few countries and compare both the characteristics of the education system and educational inequalities in the outcome dimension, such as competencies and educational credentials. This strategy allows for a detailed presentation and analysis of the education systems involved and is delineated in the next section. The multi-level approach (MLA) involves studies that analyse data at multiple hierarchical levels: country, school, class and individual. Usually, the data analysed is provided in the form of large-scale surveys, such as the Programme for International Student Assessment (PISA) or the Programme for the International Assessment of Adult Competencies (PIAAC). These surveys include data from numerous countries, as multi-level analysis requires a certain number of macro units. As a result, the analysis is restricted to those characteristics of education systems that are available for all countries involved – or at least most of them. Conducting multi-level analysis requires some further understanding of econometrics and raises some issues that are discussed in in the third section. The first alternative under consideration (CA) allows us to provide an in-depth description of each education system, and the second alternative (MLA) serves as a strategy for determining significant effects while using sketchy variables to describe education systems in a standardised manner. The CA typically includes small-N studies or case studies, and medium-N studies that have been recently analysed by qualitative comparative analysis (QCA). Performing a comparative analysis with a few countries requires two main decisions: which countries should be included and which methods should be applied?

Expected Outcomes

Specific results on the impact of education system characteristics on educational inequalities and inequalities in status attainment show that lower educational inequalities related to social origin come with a larger sector of upper secondary general education and lower stratification of the education system (meaning quite a comprehensive schooling system and selection at a higher age). The impact of specific characteristics of the education systems on inequalities in status attainment (that is, the effect of social origin on destination status) is smaller and slightly different: with the increasing size of the upper secondary general sector and stronger vocational orientation, the importance of education in the status attainment process decreases, while the increased size of the upper secondary general sector even strengthens the association between class of origin and destination (Hadjar & Becker, 2016).

References

Coleman, J. (1990). Foundations of Social Theory. Cambridge: Belknap Press. Gross, C. (2016). Data Analysis Techniques to Model the Effect of Education Systems on Educational Inequalities. In A. Hadjar & C. Gross (Eds.), Education Systems and Inequalities. Bristol: Policy Press, 115–133. Gross, C., Meyer, H.D. & Hadjar, A. (2016) Theorising the Impact of Education Systems on Educational Inequalities. In A. Hadjar & C. Gross (Eds.), Education Systems and Inequalities. Bristol: Policy Press, 11–31. Hadjar, A. & R. Becker (2016). Education systems and meritocracy. Social origin, educational and status attainment. In A. Hadjar & C. Gross (Eds.), Education Systems and Inequalities. Bristol: Policy Press, 231–258. McClelland, D. (1961). The Achieving Society. Princeton, NJ: Van Nostrand.

Author Information

Christiane Gross (presenting / submitting)
University of Wuerzburg
Institue of Political Sciences and Sociology
Wuerzburg
Andreas Hadjar (presenting)
University of Luxembourg

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