editorial carlo granados-beltrán, phd* w elcome to a new edition of gist journal. i want to start by thanking the members of our editorial and scientific committees, authors, and readers for their help during these uncertain times. this issue is a sample of the wide variety of topics in elt researchers are interested in. some contributions address disciplinary knowledge, for example, assessment and the teaching and learning of skills, whereas others contribute to the sociocultural component of elt. disciplinary contributions are represented by romero-villamil and guzmán martínez who inquired about how the implementation of instructional subtitled videos help students’ increase students’ range of vocabulary. the next two articles addressed assessment. ramírez narrates his experience regarding the challenges faced when designing of a placement test for a colombian public university and giraldo discusses the implications of task-based assessment for language classrooms. authors gözüküçük and günbaş from turkey present how fourth graders’ reading comprehension through computer-based reading texts. also, rincón-ussa, fandiño-parra, and cortés describe an implementation of ict-mediated teaching strategies to promote both autonomy and collaborative learning in a teacher education program. an area that has not been quite explored in elt is the ways english is taught to university students from other majors; in this direction, torres-escobar and correa-lópez analyzed how bilingualism english-spanish could be promoted in undergraduate psychology programs. in relation to sociocultural aspects, nieto-gómez and clavijo-olarte explored local literacies in an eap program by using community assets. vásquez-guarnizo, chía-ríos and tobar-gómez inquired efl students’ perceptions of gender stereotypes. in the same vein, castillo and flórez-martelo addressed the experiences hard-of-hearing people when learning a foreign language. also, garcía-ponce studies the influence of discrimination in the field of tesol in mexico from the perspectives mexican efl teachers. finally, olaya and gonzález-gonzález present the impact of 6 no. 21 cooperative learning to foster reading skills in an engineering program. we hope to continue communicating findings and reflections from both colombian and international english language teachers so that we consolidate a community of learning, practice, and research. *carlo granados-beltran phd editor in chief holds a phd in education from universidad santo tomás, an ma in british cultural studies and elt from the university of warwick and an ma in applied linguistics to tefl from universidad distrital. he is the academic director at the ba in bilingual education at única. he has been teacher of the language department at universidad central, the ba programmes in spanish and languages and spanish and english at universidad pedagógica nacional and the ba in modern languages at universidad javeriana. also, he is guest lecturer for the ma in language teaching at uptc editorial carlo granados-beltrán, phd* t hese are difficult times for all of us. it is our wish that all our contributors, readers, reviewers, and members of our editorial and scientific committees are all right and protected. fortunately, in this process of reinvention this health emergency has triggered, we have been able to continue with many of our academic pursuits. this new edition of gist journal gathers a wide variety of articles ranging from topics such as vocabulary and pronunciation to identity and gender. the first contribution comes from turkey by aksakalli and yağiz who shared their experience exploring pre-service teachers’ attitudes towards pronunciation and the outcomes of teaching pronunciation to this population. the second article, by ramosholguín and peñaloza-rallón, aims to show a phenomenological approach to study the experience of female colombian authors in the process of writing academically. çetin köroğlu, also from turkey, explored how digital short stories could influence to improve listening skills. in the same line of research on skills, lópez-páez contributes to the study of the impact of oral pushed output hypothesis on the promotion of intermediate students’ oral production. the article by alimorad from iran explores the relation between gender and educational level and plagiarism. after, lucero-babativa, from colombia, shares his research on interactional identities and their link with classroom interaction in english language teacher education. cabaleiro-cerviño and vera, from spain and chile contribute a literature review which analyzes issues about the impact of educational technologies on higher education. following this line of educational technologies, rodríguez, vargas-macías and sánchez sáenz also contribute a literature review in relation to the ways digital games could be adapted and integrated in educational contexts. arias-cepeda studies the identity of indigenous english teachers and how its has been invisibilized in colombian elt in connection to a lack of understanding of what bilingualism means in the colombian context. then, also from colombia, cote-parra 6 no. 20 shares his reflection upon the teaching of research to undergraduate foreign language students. to close this issue, connolly contributes an exercise on error analysis of a common mistake of spanish-speakers: adjective-noun order. we want to thank the continuous support provided by the members of our editorial and scientific committees, authors, and readers. we hope that you find these articles enjoyable and useful. *carlo granados-beltran phd editor in chief holds a phd in education from universidad santo tomás, an ma in british cultural studies and elt from the university of warwick and an ma in applied linguistics to tefl from universidad distrital. he is the academic director at the ba in bilingual education at única. he has been teacher of the language department at universidad central, the ba programmes in spanish and languages and spanish and english at universidad pedagógica nacional and the ba in modern languages at universidad javeriana. also, he is guest lecturer for the ma in language teaching at uptc editorial josephine taylor* gist is quite pleased this issue to offer reports of research from the u.s., latin america and africa. the articles in this issue point to the need to go beyond the standard recommendations of effective teaching practices, and delve into a deeper appreciation of classroom realities, cultural and contemporary issues of language use, teacher training and language policy. while much of the information teachers are presented with often reduces classroom practices and teaching or training models to set formulas or trite recommendations, gist strives to offer the work of practitioners who have taken the time to investigate, document, gather and analyze evidence from their settings in an effort to contribute to on-going understanding and conversations around a variety of issues facing teachers, coordinators, directors and principals in our daily practice. mora, rivas, lengeling and crawford contribute to a series of publications in gist on the issue of language brokering, particularly in the case of mexican transnationals who return to mexico to become english teachers. the study reveals the important role these individuals play as language brokers, particularly in their role as future teachers. córdoba, rodríguez and gaubil outline the design and implementation of an in-service teacher training program for efl teachers in costa rica and its role in improving the english language level of the majority of the country’s teachers. from chile, pelusa orellana offers an exploration on the use of the seminar format with pre-service english teachers. implementation of socratic dialogue and the paideia seminar protocol led to an increase in more elaborated arguments and overall sophisticated thinking in students. paula ramirez marroquín reports on the articulation of formative research and the classroom projects implemented at a university in bogotá. this study is interesting as it includes student and teachers’ voices as key perspectives in the examination of classroom practices and department policies and curriculum. oliva and núñez explore how integrating language and content with second language learners may play a role in the development of learner autonomy. 5 no. 9 (july december 2014) 6 jenny melo león explores the promotion of critical thinking in preschool classes in an immersion school setting in bogotá, colombia. this baseline study helps argue the need to investigate classroom realities first before advocating the implementation of particular techniques or even curricular projects. in terms of the intersection between language change, culture and current usage, and the challenge this presents to language teaching, gist is pleased once again to publish work by omowumi steve bode ekundayo, in which he explores the issue of orthographic intraference in examples of educated nigerian english. finally, juan david parra explores the current paradigm of critical realism in language policy debates and the need to involve educators and their experiences in the public discourse. it is our hope that readers enjoy this issue, find it thought provoking, and are stimulated to contribute with research of their own in upcoming issues. editor *josephine taylor received her ba in english and french from emory university and her ms in the teaching of english as second language from georgia state university, both in atlanta, georgia. she has been a teacher of english language and linguistics for more than 25 years, as well as administrator, curriculum designer, and external reviewer of language education programs in the u.s. and colombia. she has also worked extensively in english language publishing, as author, course developer and editor. josephine is currently the editor of gist education and learning research journal and adjunct professor in the undergraduate and graduate bilingual teaching programs at the institución universitaria colombo americana, única. no. 10 (january june 2015) no. 10 (january june 2015) gist final1.indd 5 editorial josephine taylor* this issue, gist continues its bi-annual publication schedule. we are also pleased as well with our growing international recognition, and widening network of scholars, researchers, editors and contributors. in this semester’s issue, gist features articles from asia, africa and the americas, from a wide range of countries. it is exciting to share this breadth of experiences and knowledge, to offer insights into the local and particular, and at the same time to take note of the commonalities of our inquiry. research shared in this issue ranges from topics featured in previous issues, from linguistic intraference in nigerian english to the incorporation of media and technology into language learning, and the effects of this on learners’ attitudes and performance. we also offer several studies probing teachers and students’ constructed and perceived identities as learners, and towards the content studied. the issue also highlights important subjects in language policy and the growth and acceptance (or not) of the dominant role of english in contemporary society. in this issue’s only article from colombia, letty hazbleidy contreras ospitia, sandra milena charry garzón, and angela yicely castro garcés describe how multimedia speaking tasks such as podcast and video recordings, as well as oral presentations contribute to building students’ speaking skills, and positively affect learners’ attitudes towards such tasks and english class in general. findings strongly indicate that teachers interested in improving students’ speaking skills should provide opportunities for challenging, meaningful performance tasks, and that the inclusion of technology and multimedia enhances student motivation. in a related article from turkey, turgay han and fırat keskin describe how the use of the mobile application whatsapp for speaking tasks helps lower learners’ foreign language speaking anxiety. many teachers may opt out of using speaking tasks with their students, as so many learners are unwilling or unable to complete them due to their reluctance to take risks, and general anxiety when speaking in english. no. 12 (january june 2016) no. 12 (january june 2016) 6 instead of assuming that learners will never speak, teachers should be heartened that such applications may provide students the protection and face-saving context necessary to be more willing to communicate. in terms of vocabulary recall, alireza karbalaei, ali sattari and ziba nezami describe how audio-picture annotations improve second language vocabulary recall over simple text-picture annotations. this study from iran argues the need for aural as well as written input as an aid to vocabulary learning. this issue, gist offers several narrative explorations into a range of issues related to teacher identity. in elsie l. olan and paula belló’s article on the relationship between language, culture and society, they use positioning theory and narrative research to describe teachers’ positions of agency, authority and empowerment. in a related article, maría cristina sarasa carries out narrative inquiry to explore preservice english teachers’ imagined identities. this study from argentina offers four accounts, demonstrating how participants co-author their imagined (future) identities as teachers. gist number 12 also features the work of frequent contributor and recognized expert omowumi bode steve ekundayo on the phonemic realizations of the letter and in standard nigerian english, and its implications for the teaching and learning of english as a second language in the country. this study is interesting in a global context as the existence of new varieties of english come to gain increased importance in many countries, and certainly penetrate and influence the teaching of whatever standard of english currently adopted in those countries. finally, from the us, rachel kraut, tara chandler, and kathleen hertenstein explore the very compelling construct of teacher self-efficacy, a complex set of elements and conditions that work together to describe and explain teachers’ work where other theoretical frameworks fall short. in their study, the authors trace how important issues such as teacher training, access to resources, years of experience and professional development work together in the construction of esl reading teachers’ perceived effectiveness. taken together, the results of this study underscore the need for esl teacher training programs and iep institutes to devote greater effort in preparing faculty to teach esl reading skills effectively. finally, gist is pleased to share an important critique from costa rica by cristhian fallas escobar, johanna ennser-kananen, and martha bigelow on the hegemony of monetary and career-based justifications for learning english as a foreign language. in colombia, no. 12 (january june 2016) no. 12 (january june 2016) 7 many professionals struggle with this hegemony daily as we confront the restricting discourses limiting students’ motivations for learning english to “getting a better job.” gist is keenly interested in seeking out and disseminating recent scholarship on deeper considerations of the benefits of language learning for learners, institutions and society. editor *josephine taylor earned her ba in english and french from emory university and an ms in teaching english as a second language from georgia state university, both in atlanta, georgia. she has been a teacher and teacher trainer for 30 years in the us, germany and colombia. she has also worked extensively in publishing, consulting, curricular innovation, and educational improvement projects. she is currently editor of gist education and learning research journal as well as professor/consultant at the institución universitaria colombo americana, única. no. 12 (january june 2016) no. 12 (january june 2016) no. 23 social presence in an emergency remote teaching (ert) in english during covid-191 la presencia social en una enseñanza remota de emergencia (ert) en inglés durante covid-19 sergio alonso lopera2* universidad de antioquia, colombia transforming community thorugh plan do study act daniel, wasonga & burgin 1 received: september 23rd 2020/ accepted: october 22nd 2021 2 sergio.lopera@udea.edu.co gist education and learning research journal. issn 1692-5777. no. 23 (july december, 2021). pp. 169-182. abstract many educational institutions had to move their face-to-face modality to online modality in a sudden way due to coronavirus disease 2019 (covid-19). following the principles of qualitative research, on this reflection a foreign language teacher describes his social experience in an emergency remote teaching (ert) when he moved his face-to-face classes to online ones. based on rourke et al.’s (2001) and swan’s (2019) social presence, three elements were found on his online experience: cohesive teaching strategies, affective teaching strategies, and interactive teaching experiences. asking about students’ mental health, giving advice, and keeping the video on were some of the strategies used. conclusions suggest that it is vital to present people as human beings and touch their own realities during pandemic times. recommendations involve not only including evaluation practices such as take-home exams, self-assessment and peerassessment, but also monitoring the ongoing process during emergency times. keywords: covid-19; social presence; emergency remote teaching (ert); teaching english resumen muchas instituciones educativas tuvieron que mover sus clases presenciales a virtuales de una manera abrupta debido a la pandemia causada por el coronavirus 2019 (covid-19). en esta reflexión, un profesor de inglés como lengua extranjera describe su experiencia social en una enseñanza remota de emergencia (ert) cuando hizo el cambio de la modalidad presencial a la virtual. basado en la presencia social descrita por rourke et al. (2001) y swan (2019), tres elementos se encontraron en su experiencia pedagógica: estrategias de enseñanza cohesivas, estrategias de enseñanza afectivas y estrategias de enseñanza interactivas. algunos de los ejemplos de estas estrategias incluyen preguntar por la salud mental de los estudiantes, brindar consejos y mantener la videocámara encendida. las conclusiones sugieren que es de gran importancia que los participantes se presenten como seres humanos y toquen sus propias realidades durante los tiempos de la pandemia. las recomendaciones incluyen no solo realizar prácticas evaluativas como la autoevaluación, la evaluación por pares y el examen para realizar en casa, sino también monitorear el proceso durante los tiempos de emergencia. palabras clave: covid-19; presencia social; enseñanza remota de emergencia (ert); enseñanza de inglés social presence in in ert during covid lopera 171 no. 23 resumo muitas instituições educativas tiveram que mover suas aulas presenciais a virtuais de uma forma abrupta devido à pandemia causada pelo coronavírus 2019 (covid-19). nesta reflexão, um professor de inglês como língua estrangeira descreve sua experiência social em um ensino remoto de emergência (ert) quando fez a mudança da modalidade presencial à virtual. baseado na presença social descrita por rourke et al. (2001) e swan (2019), três elementos se encontraram em sua experiência pedagógica: estratégias de ensino coesivas, estratégias de ensino efetivas e estratégias de ensino interativas. alguns dos exemplos destas estratégias incluem perguntar pela saúde mental dos estudantes, dar conselhos e manter a videocâmara ligada. as conclusões sugerem que é de grande importância que os participantes se apresentem como seres humanos e toquem suas próprias realidades durante os tempos da pandemia. as recomendações incluem, não só realizar práticas avaliativas como a autoavaliação, a avaliação por pares e a prova para realizar em casa, mas também monitorar o processo durante os tempos de emergência. palavras chave: covid 19; presença social; ensino remoto de emergência (ert); ensino de inglês social presence in in ert during covid lopera 172 no. 23 introduction m any educational institutions had to move their face-to-face modality to online modality in a sudden way due to covid-19. in december 2019, a transmittable viral infection called the coronavirus disease 2019 (covid-19) emerged in wuhan, china, and spread rapidly around the world. thus, the world health organization (who) declared the novel covid-19 outbreak global pandemic in march 2020. as a result of this situation, both teachers and students had to consider new things and redefine their teaching and learning processes. one of the considerations about the change from face-to-face modality to online modality has to do with participants’ expectations. traditional identities, new roles, new environment, different workloads and material redesign are some of the expectations issues that are involved (redmon, 2011). the second element involves developing some skills in the online modality such as the recognition of the interface, online interaction, autonomy, access, control of information, and creativity, among others. due to the sudden change from face-to-face modality to online modality, it is important to take into account the notion of remote teaching/learning. the merriamwebster online dictionary defines the word ‘remote’ as separated by an interval or space greater than usual. in this sense, remote teaching/learning implies delivering/receiving educational content physically away from the institution of learning (nokukhanya, chuks & masuku, 2021). remote teaching/learning also means to be “flexible, free, and welcoming, non-prejudiced, non-restricted and unfettered” (blessinger and bliss, 2016). during covid-19 times, most of the delivering/receiving educational content has been given via online and hodges, moore, lockee, trust and bond (2020) make a difference between well planned online learning and online learning in this time of emergency. the former involves training, time for preparation, and support from experts, whereas the latter has to do with something that is not planned beforehand, that is to say, improvisation. as a way to respond to these difficult times in education, hodges et al. (2020) highlight the concept of emergency remote teaching (ert) for those teachers who had to become online tutors without any virtual experience. the authors state that the primary objective in these circumstances is not to re-create a robust educational ecosystem but rather to provide temporary access to instruction and instructional supports in a manner that is quick to set up and is reliably available during an emergency or crisis (hodges et al., 2020). thus, educators must look for delivery modes, alternatives, and resources that help them keep on working with students. one of the suggestions to align with ert is to follow the evaluation mode of cipp (context, input, process, product). evaluation of social presence in in ert during covid lopera 173 no. 23 needs, problems, and opportunities (context); evaluation of an action plan, the strategy of a program, and budget (input); evaluation of the process that aims at monitoring, documenting, assessing, and reporting on the implementation of plans (process); and the evaluation of costs and benefits (product) are the recommended steps to give students temporary access to learn and attend classes during the quarantine caused by covid-19. finally, the authors also suggest that teachers be flexible with deadlines for assignments, lessen the requirements for some tasks, and apply both formative and alternative assessment (shohamy, 2001; picón-jácome, 2013). one of the key elements in online modality has to do with social presence. garrison, anderson, and archer (2001) argue that it is vital that participants project their personal characteristics as real people although the communication is given through technological tools. besides, it is important to create social presence as this motivates participants to interact with each other. when students perceive that they are part of a virtual group and their ideas are taken into account, they tend to participate more, and learning is given. in fact, different studies support that learning and satisfaction are connected when participants feel social presence in an online modality (mykota & duncan, 2007; esani, 2010; rovai, 2002; sung & mayer, 2012, swan & shih, 2005; swan, 2019). rourke, anderson, garrison and archer (2001) divide social presence into three categories: affective responses, cohesive responses, and interactive responses. affective responses involve feelings, emotions, values, beliefs (e.g., sharing personal information, using humor, using descriptive words, giving a point of view). cohesive responses deal with communication issues that maintain the participants united (e.g., greetings, the way of addressing, social sharing). finally, interactive responses have to do with issues that support that others are attending the course (e.g., acknowledgment, agreement/disagreement, approval, invitation). methodology and context this reflection follows the principles of a case study (creswell, 2014; yin, 2003), as i wanted to have an intense inquiry about my own teaching practices during covid-19 times. since this a new experience and i describe real-life situations, this case study is also based on the interpretative approach (stake, 1998). finally, my teaching practice targets qualitative research because i wanted to understand the social presence in my real teaching. regarding participants, they were a group of beginners in a public university in medellín-colombia. 21 undergraduate students attended the course and age ranged between 18 and 22 years old. the methodology followed the communicative approach (canale & swain, 1980; celce-murcia, dornyei & thurrell, 1995; instituto cervantes, 2002; savignon, 2001) and the thematic units for this course included personal social presence in in ert during covid lopera 174 no. 23 matters, family ties, and home and folks. finally, the course lasted 64 hours and when we changed to online modality 20 hours were covered face-to-face and 44 were taught in an online way. my ert social presence during covid-19 during my covid-19 quarantine, my ert involved interactions, emotions, and communicative issues. based on rourke et al. (2001) and swan (2019), i summarize the social presence strategies i used in my foreign language teaching: table 1. social presence teaching strategies cohesive teaching strategies affective teaching strategies interactive teaching strategies effusive greetings thanking for participation calling students by proper names asking about students’ mental health asking for students’ daily routine use of humor sharing personal information expressing feelings speaking in our mother tongue giving advice prompting to answer questions keeping the video camera on expressing approval learning how to use the interface congratulating on good jobs cohesive teaching strategies i have to highlight that effusive greetings, thanking for participation, and addressing proper names in the new online environment are some of the issues regarding cohesive teaching strategies: hey, good morning! i am happy to have you here! hey, carlos! good morning, are you ok? what’s new? good, mary! thanks for your participation! i also asked my students about their family and mental health situation during the covid-19 lockdown leading to social sharing: social presence in in ert during covid lopera 175 no. 23 betty, tell me about your family, are you living with them during your quarantine? how do you feel during this covid-19 quarantine? regarding students’ cohesive responses, answers to greetings were kind of passive and not quite enthusiastic: hi hello as a result, i had to prompt motivation to raise enthusiasm in our social presence: teacher: hey, luis what’s up, be more energetic! how are you? student: oh, teacher, i am pretty good, thanks, and you? asking for daily routine during their lockdown was an important cohesive element in the remote english course. they not only mentioned academic activities but also their chores: teacher: mary, i would like to know about your daily activities during this lockdown, can you describe them, please? student: well, teacher, i wake up at 7.00, take a shower, have my lunch and then i attend my virtual classes. at noon, i help my mom to cook lunch. then, i wash the dishes...at night i do my homework and i watch television. finally, i go to bed at 11.00. i also asked them to describe some of the activities that help them relax during this quarantine and these included listening to music, watching movies or netflix series and practicing indoor sports. in order to give other ideas to relax, i asked them to preview the following link https://www.cnbc.com/2020/03/20/relaxing-activitiesto-do-at-home-during-covid-19-quarantine.html and then did some reading and speaking activities with them. finally, it is worth noting that these cohesive strategies helped bond the group during covid-19 times. affective teaching strategies one of the strategies to raise motivation has to do with affective issues. krashen (1981) argues that leaners need to have a relaxed atmosphere in language acquisition. although the author makes a difference between acquisition (unconscious) and learning (conscious, a rational process) the affective filter concept is a good mechanism to be taken into account in pandemic times. some students are motivated to learn a language, but high levels of stress or anxiety may cause the learning process a problem social presence in in ert during covid lopera 176 no. 23 especially when they are beginners. as a matter of fact, motivation, self-esteem, and anxiety are affective factors that are present when learners are exposed to in a specific language. according to krashen (1981), learners may have a mental block if they have low motivation, low self-esteem, and low anxiety, and this leads to increase the affective filter. thus, there must be a good connection between learning and affect for language learners. the role of the teacher is then crucial to lessen the said filter and he/ she has to be creative in the teaching processes. in fact, i used different strategies to prompt affective issues. using humor, sharing personal information, expressing fear, and speaking in our mother tongue were some of the elements that belong to this section, in order to have a relaxed atmosphere. as a way to lessen anxiety, i began the first online session talking in our mother tongue (spanish). i showed learners how to use the platform and recommended some tips in this interface: turn off the cameras and microphones if not being in use. use the chat if you have questions. find a quiet and comfortable place to attend english classes. make sure to install the software required properly. i also used spanish to talk about our feelings during covid-19 quarantine and they expressed: feeling fear of catching covid-19. not concentrating too much in classes. family members sometimes having troubles. economic troubles may be around. longing to return back to face-to-face classes. moreover, i asked students if they had pets at home and dogs and cats were the most common ones. then, i prompted learners to use the video camera to show them and talk a little bit about them. this strategy was used as a way to lessen students’ anxiety, too. another teaching strategy used was humor. in each session, i used different strategies to make my students laugh depending on the situation: i asked volunteers to describe their families, “any volunteer? but using proper names in order to prompt humor: yes, peter you are my first volunteer, ha, ha, ha! social presence in in ert during covid lopera 177 no. 23 i was drinking a cup of coffee and i placed my coffee close to the camera and invited them to drink it and students thanked me using the chat with ha,ha,ha. i tried to figure out how to use some of the icons of the platform interface and my image appeared as if i were in three dimensions. i then told my students that this was the movie matrix and i was mr. anderson. finally, these affective strategies helped learners feel a little bit more relaxed in these difficult times. interactive teaching strategies my last social presence strategy involved giving advice and it is divided into both academic and personal issues: hey, guys, you have to keep busy during our covid-19 quarantine. you have to be patient during this time. find a quiet place at home to attend virtual classes. please update in all your academic activities. another piece of advice included motivation to keep on attending virtual classes. i also asked students to click on this link https://www.youtube.com/ watch?v=6w1e9edvk34 as a way to raise awareness and have critical discussions in order to maintain the university active in these emergency times. the second strategy used was to prompt students to answer questions. at the beginning of our virtual sessions, students’ participation was really difficult, as they did not participate on their own. thus, i had to call out their proper names to participate in specific learning exercises: hey, john, can you answer the first exercise, please? maría, what’s the answer in exercise 2? on the other hand, i usually maintained my video camera on as a way to show my presence in that educational context. this might show my students companionship in the learning process. moreover, i did my best to smile in front of the camera to have a relaxing and friendly environment. finally, i used my body language to show approval (nodding, ok with my finger) when students did it well answering or interacting during the classes. social presence in in ert during covid lopera 178 no. 23 another important element was given at the very beginning of my ert experience. i had to explore the interface myself and then showed my students how to do it. but first, i asked if they had joined online courses before and some of them agreed but not all of them. thus, i showed them all how to use the interface as a way to interact not only with the system but also with participants. congratulating when students did a good job in their academic activities is an appropriate social strategy to consider. in fact, i always congratulated and thanked them when they did things right: it was a good exercise mary, congratulations and thanks for your participation. good job, john, great! thank you very much for your participation. finally, and as a way to have an active social presence, i asked students to do some reading and speaking activities individually and in groups. regarding the reading part, i asked students to surf the web in order to find web sites that contain information about sports or activities they might like doing at home during covid times, as way to prompt motivation (bradford, 2007; dörnyei, 1998; engin, 2009). i reminded them to apply some of the readings strategies when surfing the web: previewing (exploring the text and getting a general idea of it), scanning (locating specific information), skimming (obtaining a general overview), and intensive reading (focusing and analyzing important parts). later, students shared their findings and reported orally their favorite activities or sports. dancing, listening to music, playing musical instruments, cooking, doing yoga, spot jogging, watching tv series were some of ideas reported. i then asked students to ask their peers specific information about their activities (when, what time, how often, among others). after that, i selected some students to share their screens and asked them to read aloud some parts of their activities. finally, i asked students to give their points of view about these activities during the pandemic times and ideas such as feeling relaxed, being active, being busy, having good mental health were given. as a result, there was interaction among participants. one of the activities or topics of this language level has to do with interviews and i asked students to work in groups in order to prepare and perform an interview. it is worth noting that i first introduced the topic as a way to guide students to do this activity (importance of interviews, structure and vocabulary, possible questions, use of formal language, body language) and played a short video as an example. then, i asked students to get in pairs to act out an interview and gave them some time to do it. finally, they presented the activity, but some students were kind of timid. as a way to make them feel more active, i told them that all of them would have good grades just with the performance participation. as a result, their participation was more active leading to extrinsic motivation (burden, 2004; vansteenkiste, lens, & deci, 2006). social presence in in ert during covid lopera 179 no. 23 conclusions and recommendations due to the coronavirus disease 19 (covid-19), many educational institutions had to move their face-to-face classes to online classes in a sudden way. in this reflection i have described the social presence strategies during my emergency remote teaching (ert). the first element to highlight is to lessen students’ anxiety in this foreign language course. the use of our mother tongue (spanish) is crucial as learners are experimenting a new modality. kayaoğlu (2012) argues that the use of mother tongue is an auxiliary tool for teaching languages. the use of humor is another positive element to lessen anxiety and students might feel relaxed and willing to participate. moreover, it is important to show participants and give examples of how to navigate and use the different tools the platform offers in order to lessen anxiety, too. the second element during this covid-19 lockdown is to introduce people as human beings and touch their realities. as a matter of fact, it is vital to prompt their feelings, talk about their surroundings, and give advice during interactions. it is also important to call out students by their proper names as a strategy not only to participate but also to link the sense of an academic group. working in pairs or groups is another element to have social presence in this sudden modality. in fact, it is vital that students exchange ideas and give their points of view as a way to have social contact. finally, congratulating and thanking are good elements to motivate students due to the fact that they are important characteristics in human interactions. it is worth noting that my teaching experience had to do with real practice regarding social presence in ert times. this social interaction helped us maintain the learning process going on and the call to preserve the educational process active is a must in difficult times. even this simple pedagogical description might guide other practitioners to think of other strategies to guide students in their learning process. regarding recommendations for foreign language teachers, it is necessary that teachers prepare or design activities that include not only the four skills, but also interaction among students. students have access to different social media applications and for sure they find the best way to interact with each other. so, the task for the teacher is to design activities that motivate learners to work in groups. the second recommendation has to do with assessment. take-home exams, self-assessment, and peer-assessment (shohamy, 2001; picón-jácome, 2013; bengtsson, 2019) are just some of the ideas to consider in this ert due to covid-19. the third advice is to monitor the ongoing process. the call to evaluate the process becomes a must in this ert in order to make adjustments during the process. finally, teachers should try new social interactions or ideas to see if they work. the concept of learning by doing (li, 2015; likitrattanaporn, 2017) is applicable in this modality. social presence in in ert during covid lopera 180 no. 23 references bengtsson, l. 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(2019). social presence in online learning. what’s the big deal? retrieved from https://es.slideshare.net/alexandrapickett/karen-swan-social-presence-inonline-learning-whats-the-big-deal swan, k. & shih, l-f. (2005). on the nature and development of social presence in online course discussions. journal of asynchronous learning networks, 9(3), 115136. vansteenkiste, m., lens, w., & deci, e. l. (2006). intrinsic versus extrinsic goal contents in self-determination theory: another look at the quality of academic motivation. educational psychologist, 41(1), 19-31. yin, r. (2003). case study research. design and methods, (3rd ed) thousand oaks, ca: sage publications. author *sergio alonso lopera holds phd and ma in linguistics; specialist in teaching foreign languages. his research interests involve teaching efl reading comprehension and pragmatics. he is a member of the research group eale (enseñanza y aprendizaje en lenguas extranjeras) and a full time professor at universidad de antioquia (medellín colombia). orcid: https://orcid.org/0000-0003-2773-0890 how to reference this article:lopera, s. a. (2021) social presence in an emergency remote teaching (ert) in english during covid-19. gist – education and learning research journal, 23, 169–182. https://doi.org/10.26817/16925777.967 social presence in in ert during covid no. 23 problems of teaching phonological awareness to learning disabilities students1 problemas de la enseñanza de la conciencia fonológica con estudiantes con dificultades de aprendizaje mohamad ahmad saleem khasawneh2* king khalid university, saudi arabia teaching phonological awareness to students khasawneh 1 received. september 15th 2021/ accepted: november 19th 2021 2 mkhasawneh@kku.edu.sa gist education and learning research journal. issn 1692-5777. no. 23 (july december, 2021). pp. 135-150. scaffolding strategies on receptive and productive knowledge 136 no. 23 abstract this study seeks to identify problems related to teaching phonological awareness in english to students with learning disabilities from the point of view of their teachers in irbid city. jordan. the study also explored if gender and years of experience of the teacher affect their opinions toward the problems of teaching phonological awareness in english for students with learning disabilities. the study used online questionnaires to gather data from 140 teachers. the results showed that the problems of teaching phonological awareness in the english language for students with learning disabilities were of medium significance. as the problems related to the english language curriculum for students are very important. the problems related to the educational environment for students with learning disabilities were also of great importance. finally, the problems related to the english language teacher in special education schools in irbid city were of medium importance. the results also showed that there were no differences in the problems of teaching english for students with learning difficulties from the point of view of their teachers according to the variables of gender and years of experience. keywords phonological awareness; problems of teaching learning disabilities; teaching english; teachers’ attitudes. resumen este estudio busca identificar los problemas relacionados con la enseñanza de conciencia fonológica en inglés a estudiantes de con dificultades de aprendizaje desde el punto de vista de sus profesores en la ciudad de irbid, jordania. el estudio también exploró si el género y años de experiencia de los docentes afectan sus opiniones hacia los problemas de enseñar la conciencia fonológica en inglés para estudiantes con dificultades de aprendizaje. el estudio utilizó cuestionarios en línea para recopilar datos de 140 profesores. los resultados mostraron que los problemas de la enseñanza de la conciencia fonológica en el idioma inglés para estudiantes con discapacidades de aprendizaje fueron de importancia media. dado que los problemas relacionados con el plan de estudios del idioma inglés para los estudiantes son muy importantes. los problemas relacionados con el ambiente educativo para los estudiantes con dificultades de aprendizaje también fueron de gran importancia. por último, los problemas relacionados con el profesor de inglés en las escuelas de educación especial de la ciudad de irbid fueron de mediana importancia. los resultados también mostraron que no existían diferencias en los problemas de la enseñanza del inglés para estudiantes con dificultades de aprendizaje desde el punto de vista de sus profesores según las variables de género y años de experiencia. palabras clave: conciencia fonológica; dificultades de aprendizaje; enseñanza de inglés; estudiantes de colegio; problemas de la enseñanza de conciencia fonológica; experiencia de enseñanza teaching phonological awareness to students khasawneh 137 no. 23 resumo este estudo busca identificar os problemas relacionados com o ensino de consciência fonológica em inglês a estudantes com dificuldades de aprendizado desde o ponto de vista de seus professores na cidade de irbid, jordânia. o estudo também explorou se o gênero e anos de experiência dos professores afetam suas opiniões aos problemas de ensinar a consciência fonológica em inglês para estudantes com dificuldades de aprendizado. o estudo utilizou questionários online para recopilar dados de 140 professores. os resultados mostraram que os problemas do ensino da consciência fonológica no idioma inglês para estudantes com deficiências de aprendizado foram de importância média. devido a que os problemas relacionados com o plano de estudos do idioma inglês para os estudantes são muito importantes. os problemas relacionados com o ambiente educativo para os estudantes com dificuldades de aprendizado também foram de grande importância. por último, os problemas relacionados com o professor de inglês nas escolas de educação especial da cidade de irbid de importância média. os resultados também mostraram que não existiam diferenças nos problemas de ensino do inglês para estudantes com dificuldades de aprendizado desde o ponto de vista de seus professores segundo as variáveis de gênero e anos de experiência. palavra chave: consciência fonológica; dificuldades de aprendizado; ensino de inglês; estudantes de colégio; problemas do ensino de consciência fonológica; experiência de ensino teaching phonological awareness to students khasawneh 138 no. 23 introduction the literature confirmed the existence of discriminatory problems between children with learning disabilities more than ordinary students. some students with lds may suffer from difficulties in visual discrimination, which includes difficulties in organizing and interpreting visual stimuli, and some of them suffer from difficulties in motor discrimination or general coordination and the synergy of body parts in particular. during movement and writing, some of them suffer from phonological awareness difficulties. the phonological difficulties have been theoretically linked to learning disabilities, as many researchers believe that the developmental deficiency of phonemic discrimination greatly affects the success of the reading process. the reading process entails the presence of analysis, sequencing, and remembering stimuli auditory. the more efficient the child is in analyzing words into single sounds, the better his reading level will be. children with reading difficulties usually fail to distinguish the phonemic structure of the spoken language, whether at the word level or at the sentence level (landerl et al., 2019). special programs for training in phonological awareness skills for students with lds are of vital importance to face these challenges, as such category perceives things in a different way. therefore, the existence of programs to develop phonological awareness skills for children with lds has become an important element for developing their learning process. these programs call for the use of methods appropriate to the capabilities of the child, as the development of these abilities may positively affect the development of aspects of the personality, whether psychological or social, in addition to the fact that it is expected to raise their ability to academic achievement (lederberg et al., 2019). this current study seeks to identify the problems of teaching phonological awareness in english to students with lds from the point of view of their teachers. the problem of the study several problems arise when teaching students with learning disabilities phonological awareness, which affect their performance negatively (khasawneh & alkhawaldeh, 2020). identifying those problems helps in the reduction of influences on the learning process of students with lds. one of the main problems is the english language curriculums, which is a necessary element in the educational process. students are supposed to understand the content of the curriculum by the help of teachers. however, some of these curricula lack relevance to the level of learning disabilities students. sometimes students are not involved in the feedback on the content of these textbooks (kwakkel et al., 2021). some other problems are directly related to students with lds. the level of disabilities among these students affect their levels of understanding and knowledge. the huge number of students in the classroom is also teaching phonological awareness to students khasawneh 139 no. 23 another major problem that hinder the progress in the educational process (powell, & atkinson, 2021). the english language teacher is also a very important element in these problems. many teachers lack the required training and they have large number of classes, which prevent them from self-development and progress (zarić et al., 2021). questions of the study 1. what are the problems of teaching phonological awareness in english language to students with learning disabilities from the point of view of their teachers? 2. are there any statistically significant differences about the problems of teaching phonological awareness in english language for students with lds according to the variables of gender and years of experience from the point of view of teachers? significance of the study it is hoped that the results of this study will benefit teachers of learning disabilities in english language by identifying the problems of teaching phonological awareness in english for students with learning disabilities. the results might also benefit parents of students by identifying the level of performance of teachers, as this is a major and important factor when sending their children to schools. limitations of the study the current study included teachers of learning disabilities in english language in irbid city only for the academic year 2019-2020. the results of this study are limited to the honesty of the respondents on the instrument prepared in this study literature review the skill of phonological awareness is the conscious treatment of the phonemic level in speech, or it is the mental ability to manipulate the change in the phonemic level of words. in other words, phonological awareness means having the ability to know where linguistic sounds are produced and the output of these sounds and the way in which these sounds are formed together to form words, sentences, and utterances, with the ability to perceive the similarities and differences between these sounds, whether these sounds are single or in words and various linguistic expressions (carvalhai et al., 2020). phonological awareness is also defined as the set of practical activities of audio teaching phonological awareness to students khasawneh 140 no. 23 processing capabilities include phonological awareness, phonological memory, and rate of access for phonological information (powell, & atkinson, 2021). the most important of these abilities are the abilities of phonemic awareness, or what is sometimes known as the phonemic sensitivity of the audible language. these abilities can predict performance in reading tasks more than many other cognitive factors, which studies confirmed that these abilities are related to reading such as intelligence, knowledge of words and listening comprehension, and cognitive abilities (saiegh-haddad et al., 2020). this leads to the need to study the abilities of phonological awareness in children and its relationship to the process of word recognition, in addition to understanding the nature of phonological awareness and its different levels. phonological awareness helps in understanding the nature of the relationship between language and reading. since in the past two decades, there has been remarkable progress in understanding this relationship, and perhaps the richest areas of research in this field are those related to the relationship between reading and language-related skills in the field. this relationship stems from the requirements of the writing system in which we want children to read. in the english alphabet system, the basic tasks facing the novice reader are to form the association between written symbols and speech sounds, combine phonetic symbols into syllables, combine syllables into words, and pronounce the phonemic string. the formation of this link requires the reader to realize that the word is divided into smaller units that actually represent an image of alphabetic writing (lund, 2020). from a second angle, the relationship between reading and language-related skills in the phonemic field becomes clear in several fields, such as sound processors at the word level and its components of syllables and smaller units. at the same time, it processes information in short-term memory and helps in the comprehension of sentences (khasawneh, 2021). it is recognized that learning to read in languages that follow the alphabetic system in writing requires maturity in the students’ phonological awareness abilities, due to the fact that the written symbols represent the phonemic units of speech. these phonemic units are a group of abstract units, and therefore children must deal with phonemic units through their awareness of them, and their ability to discover their relationships with written symbols. once children discover the association of certain sounds with the letters they represent, they are able to identify unfamiliar words (kasawneh, 2021). some believe that phonological awareness is one of the components of the metalinguistic ability, which means the ability to use control processing, to perform emotional mental operations on the outputs of the mechanisms of understanding sentences, such as the mechanism of speech perception, the mechanism of lexical growth, and the mechanism of applying inferential rules (khasawneh, 2021). teaching phonological awareness to students khasawneh 141 no. 23 previous studies several previous research has been conducted on the use of phonological awareness and the problems teachers face when implementing its related strategies. for example, benway et al (2021) identified the relationship between phonological awareness, vocabulary, and speech perception among preschoolers with speech disorders. the participants in this study were 110 children. the study developed a model based on vocabulary as a mediating factor. the results showed that model proved the relationship between speech perception and phonological awareness. the findings revealed that vocabulary play a vital role in helping students develop and improve their levels in language. chung and bidelman (2021) examined the level of prosodic and phonological awareness among children in preschool. the results showed that children improve their pitch discrimination and prosodic awareness from preschool to fourth grade. the findings also showed that phonological awareness is very important in helping students acquire more vocabulary in the preschool stage until the fourth grade. goriot et al (2021) explored the role of bilingualism in increasing the phonological awareness among 294 students from the first three grades in a dutch school. the study concluded that there is a small significant effect of bilingualism on the level of phonological awareness among the participants. the study found that memory skills are very important in the level of phonological awareness. henbest and apel (2021) explored the role of spelling error analysis in predicting the linguistic knowledge of students and its relationship to phonological awareness. the spelling sensitivity system was used as an instrument to collect data. the findings revealed the presence of moderate negative correlation between spellings and performance on the phonological awareness task. the study also revealed that weak relationship between spelling errors and the orthographic pattern and phonological awareness measures. justi et al (2021) investigated the importance of phonological awareness among brazilian portuguese-speaking children. the study included 212 children. the study relied on the experimental design. the findings showed that the oblique model was the most appropriate to increase children’s phonological awareness. the model was helpful in predicting the phoneme awareness among the first graders. the findings proved that phonological awareness can be measured by using specialized testing methods. teaching phonological awareness to students khasawneh 142 no. 23 methods the methodology used in this study was the descriptive and quantitative approach. this approach helps in collecting data from a specific population and presents results for discussion (saunders et al., 2016). sampling the population of the study consisted of all 217 male and female teachers of lds in english language, who work in irbid city, jordan. the sample of the study was selected from this population, and their number was 140 teachers. research instrument the study developed a questionnaire as an instrument to collect data. the likert-five point scale was used to measure the responses of teachers the statements of the questionnaire. the questionnaire consisted of two parts, the first to collect demographic information on the sample of the study. the second part consisted of 32 items and it measured the nature of problems of teaching phonological awareness to students with learning disabilities. validity to verify the validity of the instrument, the researcher relied on the validity of the content, as he presented the tool to (10) specialized judges to ensure the appropriateness of each statement to what it measures and the extent to which the paragraphs of the scale are related to the variable to be measured. the judges also ensured the accuracy of statements, their formulation, degree of clarity, and their relevance to the fields. the researcher took the observations of the judges, omitted some phrases, and added others according to their instructions. the approval of the majority of judges on the statements was considered an indication of their validity, and thus the number of statements was reliability after verifying the validity of the study instrument, its stability was confirmed using the test-re-test method after the same questionnaire was distributed to a sample of 35 teaching phonological awareness to students khasawneh 143 no. 23 teachers from outside the study sample. the internal consistency was measured using the cronbach alpha test. table1 shows that the reliability coefficient of the instrument as a whole was (0.819), which is acceptable for this study. table 1. cronbach alpha test phonological awareness problem dimensions for learning disabilities value of cronbach alpha english language curriculums 0.717 learning disabilities problems themselves 0.863 learning disabilities educational environment 0.723 english language teacher problems 0.685 overall 0.819 table 1 presents the value of the internal consistency coefficient for the instrument if the study. the value ranged from 0.685 to 0.863. this value proves that the cronbach alpha coefficient values were higher than 0.60, which means that the instrument was suitable for the objectives of this study. data analysis the statistical tools such as samples t-test, independent testy and one-way anova, and mean scores were used to analyse the obtained data. means were used to explain the findings, as seen in the table (2). table 2. the mean scores of the participant’s responses to the instrument of the study mean information 1,00-2.34 disagree 2.34-3.68 moderate agree 3.68-5.01 agree source: (bryman & bell, 2011) teaching phonological awareness to students khasawneh 144 no. 23 findings and discussion the study measured the responses of teachers based on gender and years of experience. the distribution of the sample was 33.9% male and 66.1% females. the sample also included 63.4% who have 5-10 years of experience while teachers with less than 5 years of experience constituted 18.8%, and those with more than 10 years of experience constituted 17.7%. table 3. the demographic description of the sample variables category n % gender male female 40 100 28.57 71.4 less than 5 years 25 17.85 years of experience 5-10 years more than 10 years 98 23 70 16.42 to determine the teaching phonological awareness problems to learn disabilities students from the teachers’ perspective in irbid city, jordan, for each of the questionnaire elements, the researcher used standard deviation and. means. table 4. the mean scores and standard deviation of the statements of the questionnaire n item mean st. deviation result english language curriculums for learning disabilities 1 the english language curriculum objectives do not take into account the abilities of learning disabilities 3.94 1.04 a 2 the english language curriculum subjects are not suitable to the linguistic development of learning disabilities 3.97 1.07 a 3 the textbook lacks figures, pictures, or illustrations for learning disabilities 3.67 1.24 ma 4 the english language curriculum subjects are not related to the culture of learning disabilities 3.58 1.27 ma 5 classroom activities are limited in the curriculum of english language 3.87 1.08 a total 3.80 0.77 a teaching phonological awareness to students khasawneh 145 no. 23 problems related to the learning disabilities themselves 6 students with lds do not accept learning english language 3.48 1.41 ma 7 weakness of the mother tongue affects learning phonological awareness of learning disabilities. 3.94 1.03 a 8 the low level of language proficiency among lds students limits their chances of learning english language 3.97 1.02 a 9 learning disabilities lack the basics american sign language 3.72 1.25 a 10 english learning disabilities do not use the in their daily lives 3.45 1.15 ma 11 learning english disabilities do not start at an early stages 3.38 1.31 ma 12 for fear of making mistakes while using the english language learning english disabilities avoid participating in the classroom 3.42 1.25 ma 13 learning disabilities turn to those who do their homework in english on their behalf 4.00 0.98 a total 3.67 0.85 ma learning english disabilities educational environment 14 the educational of learning english disabilities environment lacks modern teaching aids 3.89 1.09 a 15 resource rooms not investing in teaching-learning english disabilities. 3.87 1.11 a 16 the textbooks do not include activities related to teaching phonological awareness to learn disabilities students 3.63 1.21 ma 17 educational environment needs financial allocations for learning english disabilities by the school administration 3.73 1.21 a 18 learning of english affects by placing it at the end of the school da 3.89 1.07 a total 3.80 0.79 a problems related to the english language teacher 19 teacher that learning english language disabilities are unable to learn the english language 3.20 1.27 ma 20 english teachers are not qualified enough to teach students with learning disabilities 3.22 1.29 ma teaching phonological awareness to students khasawneh 146 no. 23 21 teachers’ weakness to teach learning disabilities 3.25 1.26 ma 22 teachers’ weakness in the knowledge in the phonological awareness 3.16 1.32 ma 23 the english language is widely used in teaching phonological awareness 3.23 1.32 ma 24 teachers do not use the appropriate strategies of teaching phonological awareness. 3.30 1.37 ma 25 the teacher of english language disabilities finds it difficult to assess the achievement level of the learning disabilities 2.34 1.27 ma 26 the teacher of english language disabilities does not use clear strategies to facilitate the phonological awareness disabilities 3.15 1.44 ma 27 teachers do not receive enough support because they deal with learning disabilities students with special needs 3.39 1.25 ma 28 lack of training courses for english language disabilities teacher on teaching methods for learning disabilities 3.20 1.37 ma 29 the lack of supervisors specialized in special education to provide help to teachers. 3.08 1.39 ma total 3.17 0.58 ma overall 3.62 0.52 ma table 4 revealed that the overall mean score for the problems of teaching phonological awareness was (3.62) with a standard deviation of (0.52). this indicates that the level of problems is moderately significant. statement no. 2 had the highest means score with (3.97), while item 4, had the lowest mean score (3.59). table 4 also revealed that the mean score of the problems related to curriculum was (3.80) with a standard deviation of (0.77). these results show that problems related to curriculum, in general, constitute challenges phonological awareness including the lack of suitable curriculum objectives for the abilities of learning disabilities. item 13 had the highest means score among the items of problems related to the learning disabilities themselves (4.00). item 11 had the lowest mean score (3.38). the mean score of problems related to the learning disabilities themselves was (3.67) with a standard deviation of (0.84). it is noticed from these results that the problems related to students with learning disabilities show that such students rely on others for help to perform their homework related to the english language disabilities. teaching phonological awareness to students khasawneh 147 no. 23 the results related to problems related to teachers show that these teachers fail to apply different strategies to help students with learning disabilities. the lack of knowledge of the teacher makes it difficult for students to acquire the necessary skills to increase the levels of phonological awareness. to identify the statistically significant differences between males and female teachers and the difference according to years of experience, the independent sample t test and one way anova were used. table 5. the t test for the response of the participants based on gender variables n mean st. deviation df t sig male 63 3.55 0.60 184 0.911 0.135 female 123 3.63 0.50 table (5) showed male teachers’ mean score was (3.55) and females’ score was (3.63). the table shows no significant impact of gender toward the problems of teaching phonological awareness. table 6. the anova test of the responses of the participants based on years of experience variable groups sum of squares df mean square f sig years of experience between groups 0.498 2 0.249 0.871 0.410 within groups 52.38 183 0.286 total 52.88 185 table (6) reveals the absence of differences between the responses of the participants based on the years of experience. the level of significance (0.410) shows that there was no statistical evidence of the effect of years of experience on the attitudes toward the problems of teaching phonological awareness to students with lds. these results showed that the problems of teaching phonological awareness to students with lds are multidimensional. some of these problems are related to the teachers, to the school environment, and to the students themselves. the school curricula lack sufficient support for both the teacher and the student in understanding the concepts of phonological awareness. the findings from this study show the need for deeper investigation into the importance of phonological awareness to improve the english levels of students with lds. teaching phonological awareness to students khasawneh conclusion this study presented an exploration to the problems related to teaching phonological awareness to students with lds in english language from the perspectives of teachers. the study also investigates the impact of gender and the years of experience of the teacher on their attitudes and opinions on these problems. the findings revealed that these problems are either related to the textbooks, to the students themselves or to teachers. the findings also indicated that the level of these problems was moderate and gender and experience had no impact on the attitudes toward these problems. the study recommended that more training should be provided to teachers on the optimal methods of teaching phonological awareness to students with learning disabilities. acknowledgments the authors extend their appreciation to the deanship of scientific research at king khalid university for funding this work through big research groups under grant number (rgp.2 /103/42). teaching phonological awareness to students khasawneh 149 no. 23 references benway, n. r., garcia, k., hitchcock, e., mcallister, t., leece, m. c., wang, q., & preston, j. l. 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(2021) problems of teaching phonological awareness to learning disabilities students. gist – education and learning research journal, 23, 135–150. https://doi.org/10.26817/16925777.961 teaching phonological awareness to students khasawneh 113 a baseline study of strategies to promote critical thinking in the preschool classroom1 un estudio de base sobre estrategias para la promoción de pensamiento critico en las aulas de preescolar jenny melo león2* gimnasio la montaña, colombia abstract the purpose of this study was to identify the different incidents of critical thinking in five preschool classrooms in one school, and the instructional strategies preschool teachers employed in the development of children’s critical thinking. the participants in this study were five self-contained preschool teachers and their corresponding groups. the study explored teachers’ beliefs in regards to the role of critical thinking in their classrooms. data collection techniques included classroom observations, document analysis, and interviews with teachers. two over-arching findings include: a) it is possible to observe and describe numerous instances in which critical thinking is paid attention to explicitly by teachers, and b) it is possible to observe a range of classroom interactions and techniques that explicitly develop these skills among preschoolers. keywords: critical thinking, instructional strategies, classroom interactions, preschoolers, teachers’ beliefs, development of thinking. resumen el propósito de esta investigación fue identificar los diferentes aspectos del pensamiento crítico en cinco aulas de preescolar en un colegio, y las estrategias de instrucción usadas por los profesores en el desarrollo de este tipo de pensamiento en niños en edad preescolar. los participantes de este 1 received: dec. 15, 2014 / accepted: april 16, 2015 2 jennymelo@glm.edu.co gist education and learning research journal. issn 1692-5777. no. 10, (january june) 2015. pp. 113-127. an approach to integration no. 10 (january june 2015) no. 10 (january june 2015) 114 estudio fueron cinco profesoras de preescolar con sus respectivos grupos. este estudio exploró las creencias de los profesores respecto al rol del pensamiento crítico en sus aulas. las técnicas para la recolección de información incluyeron observaciones de clases, análisis de documentos institucionales y entrevistas con profesores. se identificaron los siguientes resultados generales: (a) es posible observar y describir numerosos ejemplos en los que los profesores prestan especial atención al pensamiento crítico y (b) es posible observar una variedad de interacciones y técnicas de clase que explícitamente desarrollan las habilidades de pensamiento crítico en los niños de preescolar. palabras clave: pensamiento crítico, estrategias de instrucción, interacciones del aula, niños preescolares, creencias de profesores, desarrollo de pensamiento. resumo o propósito desta pesquisa foi identificar os diferentes aspectos do pensamento crítico em cinco salas de aula de pré-primária em um colégio, e as estratégias de instrução usadas pelos professores no desenvolvimento deste tipo de pensamento em crianças em idade de pré-primária. os participantes deste estudo foram cinco professoras de pré-primária com seus respectivos grupos. este estudo explorou as crenças dos professores com relação ao papel do pensamento crítico em suas salas de aula. as técnicas para a coleta de informação incluíram observações de classes, análise de documentos institucionais e entrevistas com professores. identificaram-se os seguintes resultados gerais: (a) é possível observar e descrever numerosos exemplos nos que os professores prestam especial atenção ao pensamento crítico e (b) é possível observar uma variedade de interações e técnicas de aula que explicitamente desenvolvem as habilidades de pensamento crítico nas crianças de pré-primária. palavras chave: pensamento crítico, estratégias de instrução, interações da sala de aula, crianças de pré-primária, crenças de professores, desenvolvimento de pensamento. strategies to promote critical thinking melo no. 10 (january june 2015) no. 10 (january june 2015) 115 introduction preschool age is a very important age among humans. in this period, young children are keenly interested in learning everything with a very exciting attitude. it is considered by many people that this age is when young children blossom and gain knowledge as never again in their lives. all areas, including motor, communicative, cognitive, affective and social aspects are rapidly developed in order to enable children to interact with and understand the world around them. in terms of cognitive development, one of the most important skills to develop in preschoolers is the thinking process. every new situation becomes an opportunity for young children to assimilate and accommodate information in order to create new conceptual structures on their own (piaget, 1952). thus, studying the way critical thinking demonstrated in preschoolers becomes an important issue the academic world should consider. there has been a fair amount of discussion about the importance of promoting critical thinking in students; however, there is little evidence and few studies that focus on the way young children demonstrate critical thinking. most of the studies reviewed for this article are focused on adult acquisition of critical thinking skills. this research studied the practices of critical thinking development through incidents observed in five preschool classrooms of a school, the different thinking strategies employed by children, and the teachers’ roles in the development of this kind of thinking. the process of collecting and anayzing data went guided by the following research questions: 1) what incidents of critical thinking are possible to observe in preschool classrooms? 2) what instructional strategies do teachers employ in order to develop preschoolers’ critical thinking skills? 3) what are teachers’ beliefs about the role of critical thinking in preschool classrooms? findings indicate that it is possible to observe and describe numerous instances in which critical thinking is paid attention to explicitly by teachers, and that it is also possible to see a range of classroom interactions and techniques that explicitly develop these skills among preschoolers. strategies to promote critical thinking melo no. 10 (january june 2015) no. 10 (january june 2015) 116 literature review definitions of critical thinking critical thinking is known as a basic competence of the 21st century. this skill is acquired in a life-long process and is developed starting in infancy. this ability comes from an inner capacity of structuring cognitive structures that include high levels of complexity (piaget, 1952). further, the mental capacity for higher-level thinking continues to develop across the life span (piaget, 1952). critical thinking has been defined in many ways; for some authors it refers to the ability to interpret, analyze and evaluate ideas and arguments (facione, 2011). according to glesser (as cited in fisher, 2011), this kind of thinking refers to the attitudes to consider a problem in different, thoughtful ways within an experience. some others define critical thinking as reasonable and reflective thinking, the act of thinking about thinking, thinking moved by reasons, and the development of metacognitive understandings, among others (kuhn, 1999). different theorists have posited the importance of promoting critical thinking in the learning process and how students can learn in more thoughtful ways. some of these theorists have related the development of critical thinking with the term active experience. dewey and kolb are the most representative authors that proposed the idea of giving value to experience opose learning. dewey (1933) claimed that the quality of thinking is directly related to the experiences a person has. he defined experience as the act of living and having constant interactions between individuals and the environment (dewey, 1933). he called the relationship between subjects and their worlds transaction. one of the main points in dewey’s theory is that experience leads to an inquiring process, which promotes critical thinking in the student and consequently, thoughtful actions. this transaction is also called the “learning by doing” approach (dewey, 1933). glaster argues that critical thinking refers to the attitude of being inclined to think about the ways to face problems (as cited in fisher, 2011). this thinking process implies knowledge of methods of logical inquiry and reasoning. ennis defines critical thinking as the reasonable and reflective thinking focused on deciding what to believe or do (as cited in fisher, 2011, pg.4). considering the array of scholars who have been included above, for this study was considered that critical thinking is a process that implies reasoning and reflecting thoughtfully. scriven (as cited in fisher, 2011) mentions an important element that can show the level of critical thinking developed. it has to do with strategies to promote critical thinking melo no. 10 (january june 2015) no. 10 (january june 2015) 117 the language of reasoning. some language expressions may alert the ways in which one is thinking. when someone uses words such as “since” and “because”, there is an indication of reasoning. evidence, opinions, proofs, supports and fallacy are some language expressions that show higher understanding and development of critical thinking (fisher, 2011). bailin, case, coombs & daniels (1999) explain it this way: critical thinking is done with the purpose of making up one’s mind about what to believe or do. it must be described in terms of adequately accomplishing certain intellectual tasks. this kind of thinking allows the fulfillment of standards of adequacy and accuracy in one’s thinking. thinking catalogued as critical thinking must be done with a purpose whether it is to answer questions, make a decision, solve a problem, resolve an issue, devize a plan or carry out a project. (p. 273) based on dewey’s studies, kolb came up with a notion of learning that focuses on transformable experiences as a source of knowledge (as cited in elkjaer, 2009). he talked about the experiential learning cycle in which experience is transformed. this cycle shows the transformation of experience into a real, significant and thoughtful learning experience. the innovation in kolb’s proposal is in the different learning styles that arise throughout the transformation of experience (elkjaer, 2009). recent research on young children has focused its attention on how these learners may develop critical thinking and how different approaches in learning may lead to better outcomes. the role of instructional strategies, questions, play and curiosity instructional strategies. some studies conducted in different preschool contexts have shown the effectiveness of applying different instructional strategies in order to foster critical thinking in young children. in a project carried out by collier, guenther & veerman (2002), it was shown that using the following strategies strongly affected in a positive way the development of higher level of thinking, in which students were able to question and construct what was learned. the strategies included journaling, problem-based learning, questioning techniques, computer programs, graphic organizers, story mapping, quiet game, pneumonic device, kwlh chart, among others. these instructional strategies also allowed the students to better understand the concepts taught in class and in addition helped them organize their thoughts and ideas in a visual way, promoting well-structured thinking. strategies to promote critical thinking melo no. 10 (january june 2015) no. 10 (january june 2015) 118 the use of predictable routines was another instructional element analyzed (collier et al., 2002). it was clear how the environment became a safe, calm and pleasant atmosphere that easily promoted learning because of the use of predictable routines. scheau (2012) also mentions that instructional strategies in developing critical thinking can be more effective in students if the teacher creates a favorable environment in class for thinking, where students are allowed to formulate questions, share opinions, collaborate and communicate with each other. questions. a research project carried out in turkey with a group of preschoolers analyzed how children’s questions play an important role in the development of higher thinking (şahhüseyinoğlu, 2010). the researcher noticed that children’s questions were connected to their areas of interest or curiosity. they were able to make assumptions through questioning about the topic selected play and curiosity. according to şahhüseyinoğlu’s (2010) research, it was found that children experience curiosity and wondering about every new setting and environment they encounter. in this study, researchers observed that young children started asking their teacher questions about the items they saw as they entered the classroom. in the same study, the researchers also noticed that children could reach conclusions and share ideas by playing games and participating in role-plays. student development personal development. some recent studies have shown that children can develop personality characteristics according to the learning approach they experience in school. scheau (2012) observed that teachers perceived critical thinking to be helpful in developing students’ personalities. the group of teachers in this study believed that critical thinking develops a personal development plan, in which primary and elementary students set their own learning goals based on their interests. behavior and motivation. since young children are always stimulated to learn and question their world, it is considered that they have a high level of motivation in their learning process. for şahhüseyinoğlu (2010), stimulating curiosity is effective in supporting the academic motivation and continuity. when children feel they can control and study what they are interested in, they feel like independent learners that are able question what is shown and learned. this causes a high level of motivation in their process of education; when children feel in control of their learning they may be more likely to remain strategies to promote critical thinking melo no. 10 (january june 2015) no. 10 (january june 2015) 119 engaged for longer periods of time which might lead to higher levels of thinking. accountability and timing. some studies have shown that preschool students may make gains in acquiring accountability and pacing skills through learning by inquiring. bell (2010) found that preschool children learn to be self-reliant when they plan and organize their ideas. bell showed that the use of graphic organizers and thinking strategies such as brainstorming helped the students to better understand procedures to develop a specific investigation task and self-monitor their progress in learning. social skills. studies about developing critical thinking skills in preschool contexts have revealed that students develop certain social skills since they build knowledge with others. in a study by şahhüseyinoğlu (2010), the results demonstrated how sharing tasks and setting group goals benefit a collaborative learning environment and subsequently better interactional skills. children were able to develop communication, collaboration and negotiation skills through the intervention. cognitive skills. two different studies focused on the development of critical thinking through the use of different strategies and didactics. collier et al. (2002) found that after the application of the research activities, students showed a higher development of critical thinking skills, including recall, describing, problem solving, prediction and estimation. scheau (2012) concluded that critical thinking methods increase student’s imagination, co-operation (teamwork), communication, active behavior and immediate application of theory. fostering critical thinking and teacher education there was a negative aspect found in the studies reviewed, which had to do with poor quality and/or insufficient amounts of teacher training teachers aimed at fostering students’ critical thinking. studies conducted by collier et al. (2002) and rahman, yasin, & yassin, (2011) report that teachers do not have an interest in or have little knowledge of how to develop students’ critical thinking, or why it is important. according to these authors, teachers lack training in teaching critical thinking skills as well as evaluating them. this is because there are few tools or accessible materials. even though most of the research studies reviewed above include findings about the gains and benefits young children may experience when having an instruction that fosters critical thinking, there is still strategies to promote critical thinking melo no. 10 (january june 2015) no. 10 (january june 2015) 120 the need of more research and information on how to observe and foster crtical thinking among preschoolers. methodology research design this study followed the principles of qualitative and naturalistic research to describe and analyze the different aspects about critical thinking in preschoolers. the purpose was to provide a baseline that describes and analyzes the forms in which critical thinking is presented in the preschool classrooms. the study also focused on investigating the view of the teachers about the importance of critical thinking for preschoolers. three data collection instruments were selected: classroom observation, documents analysis and interviews. the variables taken into account for these techinques were the following: a) the presence of critical thinking in students, b) the incidence of teacher’s instruction in the development of critical thinking and the presence of pedagogical strategies that promote critical thinking skills, and c) teachers’ beliefs as to the importance of developing critical thinking in preschoolers. context the setting for this research was a private catholic english immersion school serving an affluent community in bogotá, colombia. this research was held in the preschool department. the preschool program serves children from kindergarten to first grade. they receive instruction in both english and spanish. the preschool curriculum has been changed along the years, but recently there has been a special interest in fostering 21st century skills. thus, an interdisciplinary preschool group of teachers from the school was formed to develop and lead those transformations in the current preschool curriculum. this interdisciplinary teaching team has worked on developing a new sense of early childhood education, reviewing and restating concepts such as child development, the concept of childhood, dimensions of development, and promotion of thinking. one of the members of this team was the leader of this research. participants children. the participants in the study were 98 children between six, seven and eigth years old at the preschool level. the students were strategies to promote critical thinking melo no. 10 (january june 2015) no. 10 (january june 2015) 121 enrolled in five different classes at three levels (kindergarten, transition, a year in the colombian system between kindergarten and first grade, and first grade). their mother tongue is spanish. in this group, there are also some children with curricular accommodations. teachers. the participants were selected at random and comprised a group of five bilingual preschool teachers (out of 90 teachers in the school). all of the teachers hold undergraduate degrees in education, psychology, music or administration. approximately 25% of the participants hold advanced degrees. the age of the teachers ranges from 22 to 45 years old. the participants’ teaching experience ranges between one and 15 years with an average of seven years. the participant teachers were told about purpose of the study and informed consent was obtained. data collection instruments observation was used in order to collect information regarding the presence of critical thinking in preschoolers, and the frequency in which this form of thinking happens in classroom interaction and the incidence of teachers in promoting critical thinking. it was non participant, which means that the observer did not have any contact or talk with the observed group. the observation was recorded in field notes. transcripts were then coded based on critical thinking indicators mentioned above. there were a total of five classes observed. each class was observed once for a length of 55 minutes. the second technique was document analysis. documents regarding teachers, students and school role were analyzed in order to find evidence of the real situations and issues that help describing the form critical thinking is promoted and seen at preschool level. the documents reviewed included the following: one lesson plan for each teacher, school long range plans by subjects (english and mathematics), four students’ notebooks and folders for each class, school cognitive objectives, and the preschool area project. for the third technique, teachers participated in a semi-structured interview with the five participant teachers. the teachers’ awareness about critical thinking and its implementation in their classes were analyzed. this interview questions focused on four key aspects that included behavior, feelings/ perception, experience and training. the interviews were carried out with each teacher separetely and the length was about 25 minutes. some sample questions include: what tells you that a child/student understands something you teach? strategies to promote critical thinking melo no. 10 (january june 2015) no. 10 (january june 2015) 122 do you accept when a child refutes with arguments what you say or explain? how do you know they are learning what you teach? do you think you students show their thinking in the classroom? how? data analysis and interpretation a first coding exercise was implemented in which different categories were created that were common across the three data sources. each classroom observation was transcribed and analyzed for recurring themes. the categories that emerged were the following: language of thinking, teachers and student´s interactions, use of resources and environment, type and accuracyof tasks, and behavior as indicators of thinking. the school documents were also analyzed for recurring themes. these themes were grouped into the following categories: indicators of critical thinking, classroom interaction that promoted critical thinking, materials and environmental accomodations that promote thinking, and teacher strategies that promote critical thinking. teachers’ interviews were also analyzed using content analysis to identify recurring themes. these themes were divided into the same categories listed above. results after collecting and analyzing data from the three sources, it was found that it is possible to observe and describe numerous instances in which teachers pay explicit attention to critical thinking. it was also possible to observe a range of classroom interactions and techniques that explicitly develop these skills in preschoolers. finally, teachers reported a generally positive and enthusiastic attitude towards the development of critical thinking in their classrooms, willingly participated in training, and desire more training on the subject. classroom interaction that promotes critical thinking one of the classroom interaction patterns found was the use of thinking language by children and teachers. both teachers and students used a wide variety of expressions and vocabulary that have been shown to lead to the development of critical thinking. it was found that students’ questions were highly concentrated in the “what” and “because” forms. for teachers, the thinking language seen in students is based on the level of questioning they show. for teachers, students’ questions are determinant indicators of thinking and understanding. strategies to promote critical thinking melo no. 10 (january june 2015) no. 10 (january june 2015) 123 there is a relationship between the degree of teacher questioning and evidence of students’ thinking and understanding. class methodology and skills development another pattern observed in the classroom observation notes, interview transcripts and document analysis has to do with the class methodology implemented for developing critical thinking in students. all five classes and planners analyzed showed a logical and sequential order that chronicled the goal of helping students develop thinking. the planners recorded methodologies that were used in the three main skill areas: fine motor (including coordination and visual perceptual skills), communicative and thinking. these planners belong to the five participant teachers and were created on their own. during the interviews, teachers stated that there is no predominance of any one of these skills and that they try to develop each one with the same depth. however, when analyzing the data, it a predominance of certain skills was found, according to the age and level of the children, as seen in the following figures: figure 1. skills focus in kinder per teachers’ planners figure 2. skills focus in transition per teachers’ planners strategies to promote critical thinking melo no. 10 (january june 2015) no. 10 (january june 2015) 124 figure 3. skills focus in first grade per teachers’ planners the data illustrate a tendency to focus the class work on the three skills mainly promoted in preschool: fine motor, thinking and communication skills. for the kindergarten grade, more attention is focused on the development of fine motor skills. for the transition level, the attention is focused on the development of communicative skills. in the case of first grade, the attention is mainly focused in the development of thinking skills. these results were reached by counting the number of activities children had on each skill. thinking processes throughout the lessons it was also found that there are several processes and thinking operations planned and applied for every class or activity implemented by the teacher. the following are the main processes planned and developed by the group of teachers along the observation period: exemplification, comparison, explanation, retelling, naming, identifying, projecting/introjecting, observing, comparing, memorization, attention, concentration, and perception. at least four to five of these processes are listed for each activity planned. teachers stated that they take into account these processes based on what is set in the cognitive curriculum of the school. it was evident that some of these processes are strongly developed during certain moments. accurate task performance in the development of critical thinking class tasks are one important part in the daily school lives of preschoolers. it was found that young children face many different types of activities that help them in the development of skills and habits. the way children perform when solving the assigned task is strategies to promote critical thinking melo no. 10 (january june 2015) no. 10 (january june 2015) 125 an indicator that tells teachers about the understanding of the students. teachers interviewed stated that the more accurate the task is done, the better understanding is reflected. this is what teachers think works and what they believe is needed to support critical thinking skils. another aspect found in this area has to be with the types of activities children carry out; depending on the purpose of the activity, critical thinking skills can be developed. preschoolers were exposed to different types of tasks, the most common being the following: handwriting tasks, video analysis, problem solving routines, ordering of events, identification of cause and effect relationships, stating facts, mistakes finding, and class discussions. teachers’ training and use of resources it was found that the all of the five participant teachers had taken a training course offered by the school called conceptual pedagogy. in general, teachers think that this course has helped them in understanding students’ cognitive development. they argued that there are positive aspects of the training, but they also admit that it is not useful for all levels, ages or subjects. teachers also mentioned that they had not received any further cognitive training and that they would like to receive more training in the field of critical thinking. the use of concrete materials and other aids in order to help students’ understanding of the topic was another aspect found. teachers said that they try to use as much concrete and real material as possible. some of the resources frequently use by teachers are auditory, visual, concrete, kinetic (manipulative), and graphic materials. they found these important for the age because they observe more motivation in children when they use this kind of material. resources and environmental arranges have strong presence in the activities planned by the teachers; however, it is not evident that these kind of resources are specially designed to help children developing critical thinking skills. it seems it is done more by chance than for real purpose in the development of thinking. strategies to promote critical thinking melo no. 10 (january june 2015) no. 10 (january june 2015) 126 conclusions this study sought to identify the incidents of critical thinking in five preschool classrooms in one school. documentation on the different instructional strategies preschool teachers employed in the development of critical thinking in preschoolers were identified, as well as teachers’ beliefs in regards to the role of critical thinking in their classrooms. there are classroom interactions that were predominant and may lead to the development of critical thinking. these included the language of thinking and the promotion of curiosity, questioning, discussion and reflection during class time. teacher practice in the preschool classes is centered on the development of certain activities and skills that are predetermined by the teacher. it was believed by teachers that should more predominance be placed on the development of activities in which skills are the core, specifically thinking skills, there will be more possibilities for students’ to develop critical thinking. thinking processes are a component that need to be included into teachers’ planners and class delivery. when teachers focus their lesson planning on the development of specific thinking process, they are more likely to extend the possibilities of developing critical thinking in their students. transference and application of what is learned, the level of participation in class, inferences and problem solution were also believed to indicate degree of critical thinking. the presence of these indicators may also contribute to raising the level of the development of critical thinking. class environment also plays an important role in the development of critical thinking skills in students. teachers who have a more clear purpose of promoting thinking and reflection in the students apply more environmental modifications and use many more resources before and during the lesson. in terms of limitations of this study, since the data analysis was based only on the interaction with teachers, reading of documents and observation of classes, there was a limitation in terms of the role of children in this process. it was not possible to talk to the participant children and inquire about their perception towards the issue of critical thinking. it was not also possible to evaluate the level of critical thinking acquired by these children in the moment the research was held. this research showed a different perspectives of the development of critical thinking in preschoolers and opens the opportunity of researching different aspects, but especially in terms of diagnostic tools to determine the level of critical thinking development in preschoolers as well as teachers believes in supporting children`s critical 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(1999). conceptualizing critical thinking. journal of curriculum studies, 31(3), 285302. bell, s. (2010). project-based learning for the 21st century: skills for the future. the clearing house: a journal of educational strategies, issues and ideas, 83(2), 39-43. collier, k., guenther, t., & veerman, c. (2002). developing critical thinking skills through a variety of instructional strategies. (unpublished master’s thesis). saint xavier university. chicago, il. dewey, j. (1933). how we think: a restatement of the relation of reflective thinking to the educative process. boston, ma: heath. elkjaer, b. (2009). pragmatism: a learning theory for the future. in k. illeris, (ed.), contemporary theories of learning. (pp. 75-88). new york, ny: routledge. facione, peter a. critical thinking: what it is and why it counts. millbrae, ca: the california academic press fisher, a. (2011). critical thinking: an introduction. cambridge: cambridge university kuhn, d. (1999). a developmental model of critical thinking. educational researcher, 28(2), 16-46. piaget, j. (1952). the origins of intelligence in children. new york: international university press şahhüseyinoğlu, d. (2010). children as researchers: a report from 6 year old turkish students ‘science’classroom. procedia-social and behavioral sciences, 2(2), 5152-5156. scheau, i. (2012). the influence of critical thinking on pupil’s development and at the level of didactic activities. procedia-social and behavioral sciences, 51(3), 752-756. author *jenny melo león is a self-contained teacher at the gimnasio la montaña. she has been working on preschool education for more than 10 years. she is a licensed teacher in preschool education, specialist in educational management and holds a master’s in education, all from the universidad de la sabana. she has recently graduated from the specialization in bilingual education from única. strategies to promote critical thinking melo no. 10 (january june 2015) no. 10 (january june 2015) 88 compensation strategies: tracking movement in efl learners’ speaking skills1 estrategias de compensación: seguimiento al nivel de avance de la expresión oral de los estudiantes de inglés como lengua extranjera alireza karbalaei and tania negin taji2* farhangian university, kish international branch, islamic azad university, kish, iran abstract the present study aimed to determine the compensation strategies used by iranian elementary efl learners across the speaking skill. the participants of this study were a sample of 120 efl elementary male and female learners whose ages ranged between 11 and 25 at a language institute in rostam, iran. the main participants were homogenized through the standardized key english test (ket). after the administration of the proficiency test, some oral exams consisting of different speaking topics were administered in the first and following sessions of the course with the purpose of observing and identifying the compensation strategies used by the efl learners with the same proficiency level. oxford’s typology of compensation strategies was prepared in form of a checklist to facilitate fast recording of observable compensation strategies in an oral exams. the students’ speaking on the given topics merely served as an opportunity to observe students’ use of compensation strategies. the results indicated that iranian efl students tended to use various kinds of compensation strategies in communicating their intended meanings. keywords: communicative competence, strategic competence, compensation strategies, language learning strategies 1 received: june 6, 2014 / accepted: october 6, 2014 2 alireza_karbalaei_2007@yahoo.com , tarane.negin@yahoo.com gist education and learning research journal. issn 1692-5777. no. 9, (julydecember) 2014. pp. 88-102. karbalaei & negin no. 9 (july december 2014) no. 9 (july december 2014) 89 resumen el presente artículo intenta determinar las estrategias de compensación utilizadas por los estudiantes iraníes de primaria a través de la expresión oral. la población objetivo del estudio fueron 120 estudiantes (hombres y mujeres) de primaria, cuyas edades oscilaban entre los 11 y los 25 años, en un instituto de inglés en rostam, irán. se aplicó el examen estandarizado de inglés ket para homogenizar la muestra. después de la administración del examen de competencia, algunos exámenes orales consistían en diferentes temas de lengua, los cuales fueron administrados en la primera y en las siguientes sesiones del curso con el propósito de observar e identificar las estrategias de compensación usadas por los estudiantes de inglés como lengua extranjera con el mismo nivel de competencia. se utilizaron estrategias de compensación correspondientes a la tipología oxford para el diseño de la lista de control, en aras de facilitar la rápida grabación de estrategias de compensación observadas en el examen oral. los temas asignados a los estudiantes para el examen oral sirvieron simplemente como una oportunidad para observar las estrategias de compensación usadas por los estudiantes. los resultados indicaron que los estudiantes iraníes tienden a usar varios tipos de estrategias de compensación para comunicar el significado exacto de lo que pretenden transmitir. palabras clave: competencia comunicativa, competencia estratégica, estrategias de compensación, estrategias de aprendizaje de una lengua resumo o presente artigo tenta determinar as estratégias de compensação utilizadas pelos estudantes iranianos de ensino fundamental (de 1ª a 5ª série) através da expressão oral. a população objetivo do estudo foram 120 estudantes (homens e mulheres) de ensino fundamental (de 1ª a 5ª série), cujas idades variavam entre os 11 e os 25 anos, em um instituto de inglês em rostam, irã. aplicou-se a priva padronizado de inglês ket para homogeneizar a amostra. depois da aplicação da prova de competência, algumas provas orais consistiam em diferentes temas de língua, os quais foram aplicados no ensino fundamental (de 1ª a 5ª série) e nas seguintes sessões do curso com o propósito de observar e identificar as estratégias de compensação usadas pelos estudantes de inglês como língua estrangeira com o mesmo nível de competência. utilizaram-se estratégias de compensação correspondentes à tipologia oxford para o desenho da lista de chamada, em prol de facilitar a rápida gravação de estratégias de compensação observadas na prova oral. os temas designados aos estudantes para a prova oral serviram simplesmente como uma oportunidade para observar as estratégias de compensação usadas pelos estudantes. os resultados indicaram que os estudantes iranianos tendem a usar vários tipos de estratégias de compensação para comunicar o significado exato do que pretendem transmitir. palavras chave: competência comunicativa, competência estratégica, estratégias de compensação, estratégias de aprendizagem de uma língua karbalaei & negin no. 9 (july december 2014) no. 9 (july december 2014) 90 introduction much attention has been focused on learning strategies since the late 1970s, and the investigation in the domain of language learning strategies has increased our comprehension of the processes learners apply to advance their competency in a second or foreign language. reiss (1985) states that within the past decade, attention on the research of foreign language had changed from the teacher to the student, and pedagogical studies had clarified a number of criteria that justify some of the diversities in how learners learn. nevertheless, harlow (1988) insists that although the instructional process involves both teacher and learner, much of the research on instruction has concentrated upon techniques of teaching, while ignoring the prominence of learner himself. as rubin (1975) discuses, many foreign language teachers are so concerned with detecting the best method or with getting the accurate reply that they fail to attend to the process of learning. as such, instructors can have an active and noteworthy role, which can promote the work of language teachers. additionally, o’malley et al. (1985) also recommend that good language learners’ strategies, once clarified and successfully instructed to learners of lower competency, could have notable effect for increasing the improvement of second language skills. keeping these facts in mind, we would like to recommend that if language instructors recognized more about what the successful students did, we might be capable of teaching these strategies to learners with poorer competency to promote their success. thus, the idea proposed in this paper was that “an understanding and awareness of learning strategies on the part of teachers as well as students may provide valuable insights into the process of language learning” (fleming & walls, as cited in karbalaei, 2013). a major research area in second language acquisition is the clarification and explanation of learning strategies applied by language students and the relationship of these strategies with other student variables such as motivation, gender, age, proficiency level, and the like (chamot & eldinary, 1999; el-dib, 2004; green & oxford, 1995). contemporary research is also studying the impact of the task itself on the choice and application of learning strategies, such as the effect of the target language (chamot & keatley, 2004; oxford, cho, leung & kim, 2004). communication strategies are “techniques of coping with difficulties in communicating in an imperfectly known second language” (stern, 1983, p. 411). three characteristics associated by compensation strategies karbalaei & negin no. 9 (july december 2014) no. 9 (july december 2014) 91 many with such strategies are that they are problem-based (used when communication problems arise), conscious and intentional. tarone’s (1977) typology of communication strategies was an influential and early one, subsequent important ones including faerch and kasper’s (1983) and bialystok’s (1990). most studies have been concerned with lexical strategies, and various have attempted to relate communication strategy use to variables such as learner proficiency, task type and learner personality, while there have been attempts (notably in bialystok, 1990) to draw parallels with the use of l1 strategies, particularly by children. a few writers have considered the role communication strategies play in the learning process, but clear conclusions are not yet available. there are also differences of opinion as to the value of training of learners in strategy use. it is possible to observe that many iranian learners have study habits that discourage their target language learning. in fact, they are often incapable of dealing with failure in interaction and other language skills as reading and writing because of their restricted linguistic and non-linguistic knowledge in the area of the target language. commonly, they use compensation strategies, which enhance their accomplishment. for example, students simply refrain from conversation or topics for which they have no adequate vocabulary knowledge; they switch to their first language or ask for help (moattarian & tahririan, 2013; pazhakh, 2007; tajeddin & alemi, 2010; zarei & elekaei, 2013;). an overview over of the related literature reveals that, in spite of its undeniable importance, the concept of css has been considered as just one factor of oxford’s strategy inventory language learning (sill). however, the basic aim of this inventory is supporting all language leaning strategy (lls) use of a special group of fl/esl learners. accordingly, the study of compensation strategies has been limited to the superficial review of these strategies in the wider skeleton of lls. moreover, many of these studies have attempted to find a relationship between proficiency levels and llss, therefore leaving the other major issues neglected, such as the application of cs to other language skills. the use of special compensation strategies may be grounded in culture. however, apart from that, it is crucial for learners to apply the strategies that assist them in conserving the conversation, to better comprehend the target language, to deal with vocabulary and grammar shortcomings, or to obtain a higher score. besides, when learners experience favorable communication in the target language in spite of their lack of knowledge, their self-confidence improves and compensation strategies karbalaei & negin no. 9 (july december 2014) no. 9 (july december 2014) 92 this encourages them to achieve more active involvement in language learning tasks. based on this problem, the present research attempted to answer the following main questions: what are the compensation strategies used by iranian elementary efl learners across the speaking skills, and is there any significant difference between male and female iranian elementary efl learners across the speaking skill? literature review there is a large bulk of research investigating language learning strategies, and compensation strategies as a subcategory of it, both in iran and in other educational contexts (rahimi et al., 2008; tajeddin & alemi, 2010). the majority of these studies have employed oxford’s (1990) strategy inventory for language learning (sill). compensation strategies, which have gained status in the wider language learning strategies framework, are investigated from different viewpoints, mainly their frequency of use, and their relationship with proficiency level, gender, learners’ beliefs and learning style. hong-nam and leavell (2006) perused the use of language learning strategy of 55 esl learners with various linguistic and cultural backgrounds in an intensive english learning context. they observed that there was a curvilinear connection between english proficiency and strategy use; that is, there was more use of learning strategies among intermediate learners than beginning and advanced students. in a more recent study, fewell (2010) examined the use of language learning strategy (lls) by japanese college efl students with different proficiency levels. the results of his study indicated that although the overall average of the sill scores were approximately even, the learners in the low proficiency group used social and compensation lls to a higher degree. tajeddin and alemi’s study (2010), as one the studies specifically focused on compensation strategies, addressed high and low proficient students’ preferences for two compensation strategies: compensating and guessing the missing knowledge and the sources of them. the authors concluded that “there is progression from l1and avoidancebased strategies to l2-based and guessing strategies. this arises from proficient learners’ movement beyond the threshold level to capitalize on linguistic clues to more guesses and to use general l2-based resources to compensate for deficiency in a particular area” (p. 52). similarly, zarei and elekaei (2013) investigated the effect of attitude on the choice of compensation and meta-cognitive strategies of compensation strategies karbalaei & negin no. 9 (july december 2014) no. 9 (july december 2014) 93 iranian efl university students. the results indicated that unlike metacognitive strategies, the level of attitude had a statistically significant effect on the choice of students’ compensation strategies (f = 19.407). margolis (2001) tried to prepare an empirical foundation of learner strategies to compensate for missing knowledge or deficiencies in listening and speaking ability. these outcomes reveal that learners most often use the strategy of getting help by asking for more information or confirmation compared to the other strategies. the second most utilized strategy was making guesses. a range of other strategies including coining words, synonyms and antonyms, using gestures and mime, etc., were the least observed strategies. methodology research design the design used in this study was of descriptive nature because the researcher only considered the qualitative data. context and participants the participants were iranian efl language learners. in fact, a total number of 120 students were distributed in eight intact general english classes, four classes of male participants and four classes of female participants. in fact, 15 learners attended each class and they were male and female learners within 11-25 age span. the male learners attended on odd days and the female ones attended on even days. they were placed in the elementary level according to the ket proficiency test conducted prior to the main study in order to homogenize the participants. the classes were taught by two female teachers, the present researcher and one of her female colleagues, and two other male teachers with at least five years experience in language teaching. the materials used were based on the topics covered in the relevant books within a period of four weeks during which eight sessions were managed. data collection instruments oxford’s typology of compensation strategies was prepared in the form of a checklist to facilitate quick recording of observable css in an oral exams. the students’ speaking on the given topics merely served as an opportunity to observe students’ compensation strategies compensation strategies karbalaei & negin no. 9 (july december 2014) no. 9 (july december 2014) 94 use (margolis, 2001). the students were not informed about the aim of speaking on the topics and consider them as a kind of placement or achievement test since they were administered at the beginning as well as during the course. identifying cs is difficult; however, the criteria proposed by bhaskaran (as cited in khanji, 1996), first used for identifying compensation strategies employed by jordanian efl learners and later adopted by other researchers, can be utilized to identify the cs that learners use in listening and speaking. the typology of compensation strategies proposed by oxford (1990) is the main instrument used in this study. the purpose for selecting this framework is that it is one of the few instruments, and of course the one most frequently one, proposed to address cs. additionally, it involves the cs in all basic language skills because oxford (1990) believed that compensation happens not only in comprehension of the new language but also in producing it. this typology is divided into two broad categories: a) guessing in listening and reading, and b) overcoming restrictions in speaking and writing. together, these comprise 10 compensation strategies across four basic language skills. it is worth mentioning that this study focused only on the second category since we were going to peruse the compensation strategies across the speaking skill. as such, the framework used is made up of eight compensation strategies across the speaking skill. data analysis and interpretation for the purpose of the study, a placement test, ket, was administered and we made sure about the same proficiency level of the learners. in the second phase the oxford’s typology of compensation strategies was prepared in form of a checklist to facilitate fast recording of observable css in oral exams. the ideas on the given topics merely serve as an opportunity to observe students’ use of compensation strategies (margolis, 2001). the students were not informed about the aim of these exams and considered them as kinds of placement or achievement test since they were administered at the beginning of the course. before the beginning of the course, the teachers were instructed how to use the checklists. in the case of unpredicted strategies not included in the checklist, the teachers were asked to write down the strategy and the number of times that students employed it. in the third phase, some oral exams consisting of different speaking topics were administered in the first and the following sessions of the course with the purpose of observing and identifying the compensation strategies compensation strategies karbalaei & negin no. 9 (july december 2014) no. 9 (july december 2014) 95 used by learners with the same proficiency level. students were required to share their ideas on a topic in line with their regular course books and typical class sessions. for example, one of the topics was about traveling alone or with a group of friends. another topic was about studying alone or with a group of students. all of the participants received the same topic every session. a total number of eight topics were provided for the participants during the experiment. it is possible to illustrate some compensation strategies used by the participants on the following topic as an example: some people think that they can learn better by themselves than with a teacher. others think that it is always better to have a teacher. which one do you prefer? why? 1. switching to the mother tongue participant 1: i think both (in farsi) teacher and (in farsi) students are important (in farsi). in this example the learner did not know the words both and and in english and she switched to her mother tongue and told the words in farsi. 2. using mime or gesture by participant 2: when i have questions in my mind (pointing to her head), i can ask my questions from my teacher. in this example, the learner did not know the word mind in english, so she pointed to her head to convey her meaning without speaking farsi. 3. using a circumlocution or synonym by participant 3: teachers come to your home and get more money are better for students and they learn fast. in this example, the learner was trying to refer to tutors by providing easy definition and circumlocution of the word. 4. coining words by participants 4: i had a personal teacher and he helped me pass last term. like the last example, in this one the learner was trying to refer to a tutor by providing easy definition and making a new equivalent for the word. compensation strategies karbalaei & negin no. 9 (july december 2014) no. 9 (july december 2014) 96 finally, learners’ oral speech was tape-recorded, transcribed, and then analyzed. after listening to these recordings, learners’ oral descriptions and ideas of topics were identified, marked and labeled on the css. each utterance presented by the students, whether short, long, or silent was transcribed and identified. results the data obtained by the checklists from the instructors were subjected to various statistical analyses. to answer the question, descriptive and inferential statistics was utilized to calculate the frequency and percentage of total cs used by the iranian efl learners. a total number of 1080 examples of compensatory strategies were clarified in the process of data collection over the eight introduced topics during the task of speaking topics (see table 1). table 1. case processing summary beginning with the most frequently used kind of strategies the frequency of these strategies is shown in table 2 in order to answer the question of the study, what are the compensation strategies used by iranian elementary efl learners across the speaking skill? table 2. frequency of the strategies used by all participants compensation strategies karbalaei & negin no. 9 (july december 2014) no. 9 (july december 2014) 97 as it is clear from the above table, iranian elementary efl learners used different kinds of compensation strategies across the speaking skill. the most widely used strategies included switching to the mother tongue (23.51%), using a circumlocution or synonym (17.03%), avoiding communication partially or totally (15.55%), and adjusting or approximating the message (13.42%). at least one of the above communication strategies was applied by all of the learners. the least utilized strategies included getting help (11.388%), coining words (9.166%), selecting the topic (6.759%), and using mime or gesture (3.148%). in order to show the differences between the preferences of male and female participants in using these strategies, data were analyzed as shown in tables 3 and 4. table 3. chi-square tests as shown in table 4, there is a statistically significant difference between male and female in using compensation strategies. table 4. frequency of the strategies used by all participants the results indicated that the males tended to use some of these strategies more frequently than others compared to the female participants; on the other hand, females used the others more frequently than males. in the case of the first strategy, switching to the mother tongue, the female participants used it 147 times whereas the females ones used it 107 times, concluding that the males were more interested in using this strategy. regarding the second strategy, using a circumlocution or synonym, female students used it in 107 different examples, but the compensation strategies karbalaei & negin no. 9 (july december 2014) no. 9 (july december 2014) 98 males used it in 76 different examples, concluding that the female learners were more interested than males in using this strategy. as far as the third strategy is concerned, avoiding communication partially or totally, 94 examples were gathered in which the male participants utilized this strategy whereas the female learners used it in only 74 examples, showing that the males were more willing to apply this strategy than the females. in the case of the forth strategy, adjusting or approximating the message, the female participants showed greater interest in using this strategy, 86 times, but the male learners utilized it in producing 59 sentences. with regard to the fifth strategy, getting help, the male students had a greater tendency and used it 81 times, but the female learners used it only 42 times. concerning the sixth strategy, coining words, the male participants showed to be more willing again and produced 61 sentences using this strategy. the female participants used this strategy 38 times, which indicates that they are not interested in applying this strategy as much as the males. in the case of the seventh strategy, selecting the topic, 41 examples were recorded for the male learners, but 32 ones were recorded for the female learners. finally, in the case of the eighth strategy, using mime or gesture, 19 examples were recorded for the male learners, but 15 ones were recorded for the female learners. to sum up, we can claim that the male learners were more interested in using these kinds of compensation strategies by using them 578 times than the female leaners who used the compensation strategies 502 times. based on the descriptive and statistical analyses of the data presented, the following results have been found. iranian efl students tended to use various kinds of cs in communicating their intended meanings. they widely depended on switching to the mother tongue. this demonstrates that the participants of the study were eager to communicate in english rather than avoiding it. elementary male students used more cs than elementary female students. this could mean that male participants were more enthusiastic and more interested in carrying out communication than female students. elementary male students depended more than female students on switching to the mother tongue, avoiding communication partially or totally, getting help, coining words, selecting the topic, and using mime or gesture in getting their ideas across. they tended to use similar words and phrases, and get round the items and forms more than the female students. elementary female students depended more than elementary male students on using a circumlocution or synonym and adjusting or approximating the message in getting their ideas across. elementary female students used more circumlocution or synonym than did elementary male students. compensation strategies karbalaei & negin no. 9 (july december 2014) no. 9 (july december 2014) 99 this could mean that elementary female students had more linguistic resources than did elementary male students. it was also found that students who tended to use more switching to the mother tongue in their communication, tended to use less mime or gesture. students who employed more switching to the mother tongue in their communication, tended to use more cs. conclusions many learners have problems in expressing their communicative purposes. this is as an outcome of the gaps in their linguistic knowledge. if learners are capable of anticipating difficulties in interaction or when they face one, they often seek for alternative ways to get their meaning conveyed. these alternative ways such as switching to the mother tongue, using a circumlocution or synonym, avoiding communication partially or totally, adjusting or approximating the message, getting help, coining words, selecting the topic, and using mime or gesture are generally referred to as learners’ compensation strategies. the knowledge of all the issues discussed so far and the insights provided should assist teachers. the present study obtained some valuable results and surely can provide some enlightenment to efl learning in iran. however, there are still some uncertainties and limitations needing further research. finally, it is hoped that the findings of this study provide further directions and guidelines for researchers and those interested in speaking skills with the aim of enhancing learning and supporting the needs and requirements of learners. it is also hoped that by integration of compensation strategies in oral skills, more opportunities are provided for all to benefit equally from learning and education. for pedagogical purposes, the following implications can be offered. in order to develop the strategic competence of the students and in order to enhance learners’ proficiency in the tl, efl teachers should set an acceptable model for learners by attempting to speak in english most of the time and encourage learners to speak and discuss issues through english. this method will develop students’ english input and reduce the chance of depending on l1-based compensation strategies (e.g. literal translation and code switching) or avoiding interaction. it also reduces anxiety level of learners and helps them build positive attitudes towards the english language. it also helps in promoting learners’ self-esteem and motivation. compensation strategies karbalaei & negin no. 9 (july december 2014) no. 9 (july december 2014) 100 in order to aid students in learning the language, not about the language, and to make it a part of their linguistic proficiency, instructors should involve learners in real life interactive activities, and actual and contrived discussions. moreover, language syllabi and programs should involve learners in problem solving activities. this, in turn, helps learners in overcoming their apprehension while interacting (i.e., shyness caused by anxiety and fear when interacting with others) and helps in developing learners’ motivation and self-esteem. it is highly recommendable that the greatest attention should be paid to the actual use of language and to conveying intended meaning, not to grammatical correctness. to assist learners in building strategic competence, communication should be focused on teaching english. learners should also be instructed on accurate examples of communication strategies derived from learners’ actual utterances by analyzing these instances and finding the css used. teachers should also motivate learners to increase a goal of proficiency in english language rather than a goal of fulfilling a requirement because positive attitudes toward the tl would be appeared and more learners might be engaged in learning the language. teaching achievement strategies and l2-based css are suggested since these css help to keep up interaction and to convey the message. references bialystok, e. 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(2013). the effect of attitude on l2 learners’ choice of compensation & meta-cognitive strategies. international journal of applied linguistics & english literature, 2(1), 350-356. authors *alireza karbalaei holds a phd in tef and is a faculty member of farhangian university, and head of english department in kish international branch, islamic azad university in iran. he is the editor of different journals and has published 45 articles in the area of tefl. his research interests lie in reading, listening, and vocabulary strategies, and discourse analysis. *tania negin taji received her ma in tefl in kish international branch, islamic azad university in iran. she is currently working as a teacher in different institutes in shiraz, iran. compensation strategies no. 9 (july december 2014) no. 9 (july december 2014) no. 24 clil in colombia: challenges and opportunities1 aicle in colombia: desafíos y oportunidades jhon eduardo mosquera pérez2 universidad pedagógica y tecnológica de colombia, colombia 1 received: december 26th, 2021 / accepted: may 2nd 2022 2 jhon58745@hotmail.com gist education and learning research journal. issn 1692-5777. no. 24 (january june, 2022). pp. 7-42. 8 no. 24 abstract “content and language integrated learning” or “clil” as it is most commonly referred to, is an innovative methodology that has been gaining interest in the last few years.although at first its implementation might appear to be something simple, as there is a tendency to think that for the successful application of clil based lessons it is only necessary to impart classes in english, in fact, there is a series of elements that language teachers and scholars should consider before reducing such an innovative approach to that simplistic view. in light of this, in this reflective article i address some of the challenges and opportunities that may arise when implementing clil in colombia. firstly i present a general theorization of clil. secondly, i reflect on three of the challenges as well as on three the opportunities for the implementation of said approach in our national context. finally, i present the conclusions and some possible research venues revolving around this field. key words: clil in colombia, challenges, education, language teaching, opportunities. resumen el “aprendizaje integrado de contenidos y lenguas extranjeras” o “aicle”, como se le conoce comúnmente, es una metodología innovadora que ha venido ganando interés en los últimos años. aunque en un principio su implementación puede parecer algo sencilla, ya que existe una tendencia a pensar que para la aplicación exitosa de lecciones basadas en aicle sólo es necesario impartir clases en inglés, de hecho, hay una serie de elementos que los profesores y profesores de idiomas deben considerar antes de reducir un enfoque tan innovador a una visión simplista. en el presente artículo reflexivo analizo algunos de los desafíos y oportunidades que pueden surgir al implementar aicle en colombia. en primer lugar presento una teorización general de lo que es aicle. en segundo lugar, reflexiono sobre tres de los desafíos así como sobre tres oportunidades para la implementación de dicho enfoque en nuestro contexto nacional. finalmente, presento las conclusiones y algunas posibles vías de investigación en torno a este campo. palabras clave: aicle en colombia, educación, enseñanza de lenguas, oportunidades, retos clil in colombia mosquera pérez 9 no. 24 resumo a “aprendizagem integrada de conteúdos e línguas estrangeiras” ou “aicl”, como é vulgarmente conhecida, é uma metodologia inovadora que tem vindo a ganhar interesse nos últimos anos. embora a princípio sua implementação possa parecer um tanto simples, pois há uma tendência de se pensar que para a aplicação bem-sucedida de aulas baseadas em aicl é necessário apenas ministrar aulas em inglês, de fato, há uma série de elementos que professores e professores das línguas deve considerar antes de reduzir uma abordagem tão inovadora para uma visão simplista. neste artigo reflexivo analiso alguns dos desafios e oportunidades que podem surgir ao implementar o aicl na colômbia. primeiramente, apresento uma teorização geral do que é aicl. em segundo lugar, reflito sobre três dos desafios, bem como três oportunidades para a implementação de tal abordagem em nosso contexto nacional. por fim, apresento as conclusões e alguns possíveis caminhos de pesquisa em torno deste campo. palavras chave: aicl na colômbia, desafíos, educação, ensino de línguas, oportunidades. clil in colombia mosquera pérez 10 no. 24 introduction “ content and language integrated learning”, or clil, as it is more commonly referred to, is an innovative methodology that has been gaining traction in applied linguistics and language teaching in the last few years. this has occurred probably because of the potential it has for improving language while combining it with subject knowledge. although this methodology was originally designed for the european context, because of its versatility and adaptability it soon spread to other contexts, and thanks to this situation, multiple empirical and contextual articles have emerged. an analysis of scholarly literature revolving around clil in the international spectrum makes evident that scholars’ interest towards this area of knowledge has grown with no precedent. for example, curtis, (2012); lorenzo, (2007); lorenzo et al. (2009); mcdougald and pissarello (2020) have inquired into the potential of clil for english language teaching and learning processes and established that although it is vital to bear in mind the particularities of the context of which this methodology is applied, overall, students who are exposed to this type of teaching show positive results. this affirmation has been further supported by costa and d’angelo (2011) who suggests that if well implemented, clil “represents an extremely effective approach”. in the national scenario, clil has been gaining notoriety as well. whereas in previous years english in colombia was taught following what authors such as kumaravadivelu (2003) and reagan (2004) call “instrumentalizing” and “objectifying” views respectively, nowadays educational institutions appear to be are more aware of what the overall language teaching and learning process requires and now methodologies as it is the case of clil are being implemented. even though the previous situation is something positive, it is not undeniable that in colombia there are some challenges that need to be considered when it comes to the implementation of clil. the privilege of english over other languages (including foreign and indigenous), the inconsistency between language policies, and the lack of preparation in teacher education programs regarding clil are some of the most recurrent aspects that cause difficulties in the implementation of such a methodology. considering these elements, in the context of this article i center my attention on analyzing the challenges that arise for the implementation of clil in colombia. however, beyond merely analyzing these factors, i would also like to discuss about the possibilities and benefits of applying clil in a context like colombia, as my intention through this reflective article is to analyze both sides so as to illustrate not only the negative but also the positive aspects derived from the implementation of the process i have been referring to until now. clil in colombia mosquera pérez 11 no. 24 challenges for the implementation of clil in colombia english is the most privileged language when considering the possible challenges that may come when implementing clil in colombia, the first aspect that comes to my mind is related to the privileged position english has in this country. it is not a secret that in colombia english is the most privileged language after spanish. previous scholarly literature has supported this fact. guerrero (2008) and mejia (2011) for example have established that even if other languages as it is the case of french, german, to mention a few, offer excellent opportunities for the educational scenario, english is the most privileged language because of the influence that countries from what kachru (1992) regarded as the “inner circle” (eg. the united states, england) have over colombia. this influence has not only positioned english as the most “adequate” language to learn. further than that, this action has contributed to the spread of native speakerism ideologies and other neoliberal agendas including “americanization” and “mcdonaldization”. as a result of these dynamics, the more american/british you sound, the more proficient speaker of the english language you are considered. in two critical discourse analysis (cda) studies, escobar (2013) and valencia (2013) reaffirmed this situation and concluded that in colombia, english has contributed to the “manufacture of consent for foreign intervention” and has also disseminated “identity shaping discourses”. in short, it means that in our national territory, english has acted with a twofold purpose: on the one hand, it has contributed to access to international opportunities and globalization. this is evident. on the other hand, it has fulfilled a type of “linguistic imperialism” (canagarajah, 1999) and has gained privilege over other languages which deserve equal importance and respect. when considering all of these circumstances, it is understandable why the dominant language for implementing clil in colombia would be english. nevertheless, and as suggested by authors from the national panorama, it becomes necessary to transgress this situation and begin to incorporate the utilization of other languages (as i mentioned it above, foreign and indigenous) along with clil so that our students have a richer experience when learning through this methodology. language policies: decontextualized documents which do not acknowledge our students’ realities a second challenge that rises when fully considering the implementation of a methodology like clil in colombia, is that for many years national language policies have disregarded our students’ realities. following the perspective of correa and usma clil in colombia mosquera pérez 12 no. 24 (2013), national linguistic policies have been designed under bureaucratic models, which implies that individuals who do not belong to elite communities will not have the same opportunities as individuals who do belong to those. it means that “it is not the same to learn english in a cosmopolitan city like bogotá as it is in the countryside, or in a highly touristic town like santa fe de antioquia as in a farming town like yarumal” (p. 236) because of course both contexts are different. let us consider for example the case of rural education in colombia. if we as educators have had the opportunity of engaging in rurality, we know first hand that most commonly, schools in these zones do not count on the necessary equipment to properly develop a clil based class as computers, tablets, projectors, cd players are scarce. therefore, to really promote the implementation of a methodology like clil in colombia (including of course urban and rural zones), it is fundamental to stop designing decontextualized language policies where it seems that policy makers and other stakeholders have been “sitting at different ends of the same table” (correa & usma, 2013, p. 239) and acknowledge our schools and students’ contexts by incorporating actors from all scenarios into the process of design of such documents. furthermore, and when doing such a task, applying “ethnographic longitudinal multisite case studies” as suggested by correa and usma (2013, p. 232) would be excellent for students coming from all places as that approach could shed light on their “real” reasons for acquiring a foreign language so as to have these motivations more into account when designing new policies.. lack of preparation regarding clil in teacher education programs language teacher education (lte) programs are the place where prospective teachers prepare them to work in the teaching scenario in their near future. crandall (2000) manifests that lte constitutes the space where pre-service teachers´ contact with learning and teaching methodologies shape their initial professional development dimension along with their initial teaching repertoire as language instructors. this is coherent bearing in mind that lte represents the place where prospective teachers have their first educational experiences within and outside the university. according to freeman (1989) and trent (2010) lte programs contribute to the development of teachers’ initial identities and practices. thus, it is in this space where teachers will shape the pedagogical practices they will implement in the future, when they graduate and become in-service teachers. possibly another challenge that appears when considering the implementation of clil in colombia is that in our national context, in lte programs prospective teachers are exposed to several courses and areas of knowledge, but, it seems that during this time, there is no formal preparation to teach content through language in the future. this fact has been further asserted by brown and bradford (2017) who stress that language teachers are one of the main clil in colombia mosquera pérez 13 no. 24 difficulties when properly implementing clil because they may have not received adequate preparation. hence, to contribute to the consolidation of clil as an area of interest and knowledge in colombia, lte should incorporate in their curricula materials and courses regarding this field as prospective language teachers could feel interested in teaching content through language in their professional milieu. likewise, teacher training programs revolving around clil should be developed in the context of our country because even if prospective language teachers began to receive that type of education at university level, a large number of language teachers (those who have been in service for many years) would still need preparation revolving around clil. the previous idea is asserted by granados-beltrán (2011) who holds that lte as well as development programs regarding clil should be designed and subsequently implemented because “it is clear that for these efforts to be fruitful, they cannot be seen as an isolated endeavor undertaken solely by languages departments” (p. 14). therefore, initial teacher education as well as continuous professional development programs, or teacher training, as it is also referred to, really need to address this situation so that clil gains relevance at all educational levels in colombia. the theme regarding professional development will be better addressed in the following sections, though. now i present the opportunities that may derive from the implementation of clil in colombia: the consolidation of a new research agenda in a previous literature review i was able to establish that in colombia there have been some dominating categories when it comes to research in elt. teachers´ professional development (buendia & macias, 2019), pedagogical skills and teaching approaches (álvarez & sánchez, 2005; sierra, 2007), reflective practices and research skills (castro-gárces & martínez-granada, 2016; clavijo et al., 2004) identities and beliefs (castañeda-londoño, 2017; torres-rocha, 2017) and virtually mediated teaching and learning environments (galvis, 2011; guerrero, 2012) appear to be the most recurrent ones. other dominating categories i identified are related to teachers´ emotions (méndez-lópez, 2020; méndez-lópez & peña-aguilar, 2013); english speaking teacher´s perceptions about their non-native condition (viáfara, 2016), teachers´ socio cultural representations (álvarez, 2009), efl literacy teaching and learning (torres & castañeda-peña, 2016; mora, 2016), gender based pedagogies (castañeda-peña, 2010, mojica & castañeda-londoño, 2017), critical discourse analysis on language policies clil in colombia mosquera pérez 14 no. 24 (guerrero, 2008) and more recently, professional development within postgraduate education (viáfara & largo, 2018). however, it seems to be that despite the fact that quite a few empirical and conceptual articles revolving around clil in colombia have been published (mcdougald, 2015; leal, 2015; otalora, 2019), more research regarding this area is being needed. properly implementing clil in colombia may lead, therefore, to the consolidation of a new research agenda that may help shed light on how clil is being implemented in the country. besides, promoting this action is necessary because it would also gradually enhance the incorporation of content through english and would contribute to develop a better understanding on how clil, if that is the case, is being applied across different contexts in the national territory. in short, promoting clil as a research agenda is extremely important and urgent because previous scholarly literature on this area has come from private settings (e.g. universidad de la sabana, universidad pontificia bolivariana, among others) and it appears that rural contexts and other spaces as it is the case of public schools and universities have not carried out research studies regarding clil. thus, successfully implementing clil would not only contribute to the development of a new research agenda. beyond this, it would promote the development of studies to continuously examine the advantages/disadvantages that clil has for our country. a shift of paradigms: towards a new connotation of bilingualism perhaps one of the most valuable opportunities for the application of clil in colombia is the potential it offers to challenge the wrong perceptions towards bilingualism that exist in the country (as it was already suggested above). for instance, implementing clil with languages different to english would not only contribute to the detachment of native speaker ideologies (guerrero, 2008; macias, 2010; mejia, 2011; viáfara, 2016). beyond that, it would raise awareness among the population about the importance other languages have for the cultural panorama of the world and the overall country, as not only in the united states, england, australia, or canada; what kachru (1992) regarded as “inner circle countries” exist opportunities for academic and professional preparation. this aspect has been discussed by escobar (2013); valencia (2013) as both authors argue that in colombia we have been sold the idea that english equals success and better opportunities in life in this globalized world; aligning with what professor mahboob (2011) denotes as a “gatekeeping” condition, that is, individuals who have not access to high quality english education will not have the same opportunities than those who can afford to pay for better conditions (correa & usma, 2013). then, promoting the incorporation of other languages into the utilization of clil (e.g. french, german, russian, indigenous), would really contribute to the awareness clil in colombia mosquera pérez 15 no. 24 raising process about the role of languages worldwide, and about the potential that other territories (including our own) have to offer. new opportunities for professional development at first, professional development can be conceived as “a life-long process of growth which involves collaborative and/or autonomous learning “(crandall, 2000, p. 36). this aligns with craft´s (2000) ideas where he contends that professional development refers to a set of experiences that educators go through to become more professional within their field. however, other authors such as johnston (2009) and freeman (2004) have used the term professional development to be more specific and have stressed that it refers to education that second language educators go through in order to become better prepared in their role as teachers. even though various definitions of what professional development converge, it is paramount to characterize the different types of professional development levels that exist in the academic field of english language teaching. for instance, richter et al. (2014) separate professional development between formal and informal opportunities for learning. regarding formal opportunities for learning, these authors hold that “these are defined as structured learning environments with a specified curriculum, such as graduate courses or mandated staff development” (richter, et al., 2014, p. 117). in contrast to this, informal opportunities for learning are seen as actions which do not follow a specified curriculum. freeman (1989) otherwise, separated the notion of what training is from development. according to freeman (1989, p. 39), teacher´s training is “a strategy for direct intervention by the collaborator, to work on specific aspects of the teacher’s teaching” while the main objective of teacher´s development is to “generate change through increasing or shifting awareness” (freeman, 1989, p. 39). according to crandall (2000) and freeman (2013), there have been at least three or four widening gyres within the field of second language teachers’ professional development. crandall (2000) asserts that the first shift that took place within language teacher education (lte) was related to the advance from “transmission, productoriented theories to constructivist, process-oriented theories of learning, teaching, and teacher learning” (p. 34), through which learners became empowered and active participants of their own learning processes. the second shift highlighted the lack of inclusion of learners´ realities since it appears to be that language teacher education programs have historically “failed to prepare teachers for the realities of the classroom” where multiple everyday situations were overlooked. as a result of these acknowledgment processes, the lte field commenced to progressively incorporate teachers´ situated practices and cognition to foster a higher level of appropriation of all contexts among educators. clil in colombia mosquera pérez 16 no. 24 the third shift represented, according to crandall (2000, p. 35) “a growing recognition that teachers’ prior learning experiences (what lortie [1975] refers to as “the apprenticeship of observation”) play a powerful role in shaping their views of effective teaching and learning and their teaching practices”. this aspect has been especially supported by authors such as borg (2004) and freeman (1989) who have held that teachers´ early passive learning experiences as pupils allow them to recognize and shape their initial practices as future novice teachers. however, scholarly literature has also evidenced that through constant exposure to real teaching world and through constant reflection upon their professional and pedagogical dimensions, educators begin to detach from their inherently acquired practices/methodologies to more elaborated and complex ones; moving from what kumaravadivelu (2003) called “teachers as passive technicians” to what he also regarded as “teachers as reflective practitioners” and “transformative intellectuals”. and finally, the fourth shift constituted a growing concern for boosting teachers´ professional development through observation, inquiry, workshops, and continuing programs, where collaborative initiatives have gained relevance. the previous widening gyres, especially the last one, have been really important for the field because they have acknowledged that nowadays teachers’ continuous professionalization is a process of paramount importance. however, it is also essential to remark that not only formal processes gain importance in this regard. adey (2007) recommends the use of study groups where a number of individuals belonging to the school community may discuss aspects related to policies, lesson planning and students´ work. ferrance (2000) proposes the implementation of action research studies as a manner to identify school failures and to subsequently work towards solving them, while butcher (2002) advocates the use of mentoring. other authors including callahan et al. (2001), crandall (2000), cosh (1999), day (2002), among others, have recommended the use of teacher´s reflection logs, journals, video-monitoring, audio-monitoring, portfolios, collaborative learning and formative feedback as a complement to teacher´s professional development. bearing all the previous information in mind, clil represents the perfect opportunity for the development of new professional development programs in colombia as many in-service and pre-service teachers are not fully acquainted with this area of knowledge. short and long clil specialized courses (mcdougald, 2009; 2015); academic events, workshops, sigs (special interest groups) are some of the initiatives that could take place within the national territory as a manner to keep raising awareness about the potential that clil had for our educational scenario. besides this, this action would also require the development of new curricula, courses, and syllabi within the framework of lte programs because these settings represent the place where pre-service teachers would be initially exposed tha type of clil in colombia mosquera pérez 17 no. 24 knowledge, as remarked by freeman (1989) and trent (2010) who maintain that lte represent the starting point of all language teachers. finally, i find it worth mentioning that for clil based professional development programs to properly work, these must be accessible to teachers from all communities, as highlighted by torres-rincón and cuesta-medina (2019, p. 22) who affirm that “constant clil professional development opportunities need to be accessible to a wider variety of teachers” as it seems that mostly intense or bilingual private settings have had access to this type of experiences. in another contribution, granados-beltrán (2011) suggests that lte and professional development programs regarding clil should be designed and subsequently implemented because “it is clear that for these efforts to be fruitful, they cannot be seen as an isolated endeavor undertaken solely by languages departments” (p. 14). therefore, continuous professional development programs and initial teacher education within the context of lte really need to address this situation so that clil gains relevance at all education levels in colombia. conclusions the first conclusion is that although there are several challenges for the implementation of clil in colombia, there are also opportunities for its proper appropriation. for instance, fostering the consolidation of a research agenda through which many research initiatives would take place, as well as creating new professional development opportunities for language teachers in general are some of the main initiatives to happen if clil continues to gain notoriety in the colombian context and especially in language teaching. secondly, through this activity i was able to establish that even though clil is a relatively new field for the context of colombia, there are already some research initiatives that have been contributing to the consolidation of the field. it is the case for example of the initiatives carried out by mcdougald (2009; 2015;); montoya and salamanca (2017); rodríguez-bonces (2021); who have been inquiring into clil and have found that this approach indeed offers advantages for context where english does not hold the status of a second language. hence, from my view, it becomes extremely urgent to keep conducting research to keep fostering research studies in colombia as a manner to understand how clil develops in several contexts: be these urban, rural, private, or public. finally, after having written this article it is also important for me to mention that clil is an approach that will continue informing not only my own research agenda clil in colombia mosquera pérez 18 no. 24 but also my practices as a language teacher, as implementing this approach to teaching in colombia will surely continue posing new principles, practices, and pedagogical techniques, but as teachers we must stay updated and take advantage of the potential benefits it may have for the overall field of english language education and for our students. possible research venues regarding clil in colombia as suggested until now, although there have been some initiatives revolving around teachers’ knowledge base and understandings concerning clil, it becomes important to have more research initiatives in order to contribute to the consolidation of this area nationally. future research projects may examine for example the intersection between clil and language teacher education, teacher’s identity, and materials and curriculum design as a manner to have a wider understanding on how this approach has been permeating these other areas of knowledge within the field. additionally, future research projects may examine how the possible benefits or disadvantages that using clil with languages different to english may have on students overall educational process, as there has been a tendency in colombia to associate clil with english, and other languages; 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(2018). colombian english teachers’ professional development: the case of master programs. profile: issues in teachers` professional development, 20(1), 103 119. clil in colombia mosquera pérez author jhon eduardo mosquera pérez holds a b.a in english language teaching and an m.a in english language teaching, both from universidad surcolombiana. currently, he is a 4th semester student in the master´s degree in learning and teaching processes at universidad pontificia bolivariana and belongs to the research groups “aprenap” and lslp (literacies in second languages project). his research interests revolve around the areas of language assessment, language teacher identity, teacher’s professional development, english as an international lingua franca, critical discourse analysis, among others. he has been an active presenter at national and international academic specialized events. orcid: https://orcid.org/0000-0003-4027-3102 how to reference this article: mosquera pérez, j. e. (2022) clil in colombia: challenges and opportunities for its implementation. gist – education and learning research journal, 24.7-24. https://doi.org/10.26817/16925777.1347 clil in colombia 45 no. 11 (july december 2015) no. 11 (july december 2015) gist education and learning research journal. issn 1692-5777. no. 11, (july december) 2015. pp. 45-62. mitigation of disagreement in peer review among l2 learners and native speakers in a college writing class1 mitigación del impacto de las opiniones de desacuerdo en el proceso de revisión por pares entre estudiantes de una segunda lengua y hablantes nativos en una clase de escritura a nivel universitario katherine o’donnell christoffersen2* university of new mexico, united states abstract peer review is now a commonplace practice in process-oriented writing instruction. a crucial aspect of peer review is assessing another classmate’s work, which encompasses the act of disagreement. given its prevalence in the classroom, it is necessary to analyze how l2 learners mitigate disagreement in the context of peer review with other l2 learners and native speakers. the present paper presents a qualitative analysis of action research from an introductory english writing class at the university level including native speakers of english and international students from different linguistic and cultural backgrounds. the conversation-based peer review sessions were analyzed for various mitigation strategies including token agreement, hedging, prefacing positive remarks and requests for clarification. the analysis shows that l2 learners and native speakers of english use similar mitigation strategies, and it demonstrates the coconstruction of meaning in peer review interactions. keywords: disagreement, mitigation, l2, peer review 1 received: july 15, 2015 / accepted: october 6, 2015 2 odonnka1@email.arizona.edu 46 no. 11 (july december 2015) no. 11 (july december 2015) resumen actualmente la revisión por pares es una práctica común en la instrucción que orienta los procesos de escritura. un aspecto importante de la revisión por pares, es evaluar el trabajo de otro compañero de clase, lo cual puede provocar opiniones de desacuerdo. dada la incidencia de esta situación en el aula de clase, es necesario analizar cómo los estudiantes de una segunda lengua pueden mitigar el impacto de las opiniones de desacuerdo generadas durante el ejercicio de revisión por pares con otros estudiantes de una segunda lengua y con hablantes nativos. este artículo presenta un análisis cualitativo de un proyecto de investigación acción desarrollado en una clase introductoria de escritura de inglés a nivel universitario, con la participación de hablantes nativos de inglés y estudiantes universitarios de diferentes orígenes lingüísticos y culturales. el análisis de las conversaciones generadas durante el proceso de revisión por pares fue realizado teniendo en cuenta diversas estrategias de mitigación, entre ellas, llegar a acuerdos simbólicos, manifestar con cortesía la opinión de desacuerdo, realizar comentarios positivos, y solicitar clarificación. el análisis muestra que los estudiantes de una l2 y los hablantes nativos de inglés usan estrategias de mitigación similares y demuestra la construcción conjunta de significado en las interacciones del proceso de revisión por pares. palabras clave: desacuerdo, mitigación, l2, revisión por pares resumo atualmente a revisão por pares é uma prática comum na instrução que orienta os processos de escritura. um aspecto importante da revisão por pares é avaliar o trabalho de outro companheiro de classe, o qual pode provocar opiniões de desacordo. dada a incidência desta situação na sala de aula, é necessário analisar como os estudantes de uma segunda língua podem mitigar o impacto das opiniões de desacordo geradas durante o exercício de revisão por pares com outros estudantes de uma segunda língua e com falantes nativos. este artigo apresenta uma análise qualitativa de um projeto de pesquisa ação, desenvolvido em uma classe introdutória de escritura de inglês a nível universitário, com a participação de falantes nativos de inglês e estudantes universitários de diferentes origens linguísticas e culturais. a análise das conversações geradas durante o processo de revisão por pares foi realizada tendo em conta diversas estratégias de mitigação, entre elas, chegar a acordos simbólicos, manifestar com cortesia a opinião de desacordo, realizar comentários positivos, e solicitar esclarecimento. a análise mostra que os estudantes de uma l2 e os falantes nativos de inglês usam estratégias de mitigação similares e demonstra a construção conjunta de significado nas interações do processo de revisão por pares. palavras chave: desacordo, mitigação, l2, revisão por pares mitigation of disagreement o’donnell 47 no. 11 (july december 2015) no. 11 (july december 2015) introduction since the 1970s, peer review has become a significant mainstay in the writing classroom (elbow, 1973; lundstrom & baker, 2009; mendoca & johnson, 1994). peer review, also referred to as peer editing or peer response, is defined as “use of learners as sources of information and interactants for each other in such a way that learners assume roles and responsibilities normally taken on by a formally trained teacher, tutor, or editor in commenting on and critiquing each other’s drafts in both written and oral formats in the process of writing” (liu & hansen, 2002, p. 1). this collaborative revision technique stems from the change in perspective from writing as a product to a process (emig, 1971), and is now a common feature of process-oriented writing instruction (applebee & langer, 2013; caulk, 1994; paulus, 1999). the teaching of writing as a process places emphasis on the stages of planning, revising, editing and working collaboratively with peers to improve a writing assignment. from the perspective of pragmatics, assessing a peer’s writing involves expressing disagreement which could potentially damage the hearer’s face or esteem in some way as a face-threatening act (brown & levinson, 1987). in this situation, interlocutors often attempt to mitigate, or soften, a disagreement through a variety of strategies including token agreement (i agree with you, but…), hedges (maybe, kind of, i think), giving explanations, and requesting clarification. while research has investigated mitigation strategies in disagreement in a variety of contexts, relatively little research has explored mitigation among second language (l2) learners (bardovi-harlig & salsbury, 2004), especially in naturally-occurring contexts combining native speakers and l2 learners. the present study aims to fill this gap in the literature by providing a qualitative analysis of the strategies for mitigated disagreement employed by l2 learners and native speakers in an introductory english composition class at a university. in particular, this research seeks to shed light on how l2 learners and native speakers mitigate disagreement in peer review in l2 learner groups, native speaker groups and l2 learners with native speakers. this paper first reviews the study of disagreement along with relevant literature followed by a detailed description of methodology. then, the paper presents a description of relevant disagreement typologies and mitigation strategies as well as a description of the qualitative data analysis. finally, it offers conclusions based on the findings from this data set. mitigation of disagreement o’donnell 48 no. 11 (july december 2015) no. 11 (july december 2015) literature review the analysis of disagreement is essentially a study of assessment. pomerantz (1984) proposes that assessment is a routine feature of social interactions. in order to make her point, she presents the following example: j: let’s feel the water. oh, it … r: it’s wonderful. it’s just right. it’s like bathtub water. (p. 57) furthermore, it depicts assessment as an interactional activity with a clear link between participation in an event and assessment of an event. the assessments are viewed as “products” of that participation. in the context of peer review, the “products” students have to offer are not always pleasant (expressions of agreement), rather oftentimes negative (expression of disagreement). the expression of disagreement in the case of peer review is a potentially face-threatening act (brown & levinson, 1978), since the hearer may lose esteem or face. one common way that interlocutors deal with potentially face-threatening acts is to mitigate the loss of face through a variety of mitigation strategies. while there is substantial research on the topic of disagreement and mitigated disagreement, “relatively less research on agreements and disagreements has been conducted on the speech of learners and non-native speakers” (bardovi-harlig & salsbury, 2004, p.200). the existing studies include written discourse completion tests (dcts), conversational interviews, and online peer review collaborations. the following review of recent literature on l2 learner disagreement is organized by methodology. discourse completion tasks (dcts) are one of the most common types of data collection on disagreements, consisting of written descriptions of specific scenarios followed by a conversational turn for the informant who is to write responses exactly as they would respond in the situation (bardoviharlig and hartford, 1993). overall, studies have found important differences among l2 speakers of english and native speakers of english. for example, behnam and niroomand (2011) found that iranian efl leaners used a limited number of strategies due to proficiency level in english; however, bavarsad et al. (2015) found that persian efl speakers used more mitigating strategies than american english speakers in expressing disagreement. in studies on chinese english learners, chen (2006) and guodong and jing (2005) found the tendency to over-perform non target-like linguistic features such as certain types of mitigation, due in part to pragmatic transfer from chinese. in a study of esl learners from a variety of different countries and english proficiency levels, kreutel (2007) notes a tendency for l2 learners to use ‘undesirable’ mitigation of disagreement o’donnell 49 no. 11 (july december 2015) no. 11 (july december 2015) strategies which she defines to include abandonment of the message, use of the performative i disagree, lack of mitigation, bare exclamation of no and blunt statements of the opposite. researchers have used audio-recorded interviews, role-plays and conversations to obtain similar types of information on disagreement. for example, lawson (2009) audio-recorded responses to ten controversial statements by japanese speakers of english, and the responses demonstrated expressions of mitigated disagreement were as frequent as ns of english, although ns of english used slightly more positive politeness including partial agreement, humor and positive comments, while japanese speakers of english used more hedges. in a study on l2 learners of spanish and native spanish speakers, students discussed one of three issues on campus and ranked possible solutions, and were informed to defend their choice in an audio-recorded conversation with another student. in this study, flores-ferrán and lovejoy (2014) witnessed redundant mitigation strategies from l2 learners compared to a wider variety of mitigation strategies from ns of spanish. bardovi-harlig and salsbury (2004) audio-recorded role-plays among l2 learners of english and native speakers of english during a longitudinal research project and found improvement in acquisition of pragmatic competence over time. while students began with open disagreements, that changed as time passed. finally, other research has examined naturalistic interactions in classroom environments, including online contexts. bell (1998), for instance, recorded classroom interactions in an esl class and revealed a tendency for korean l2 learners to express disagreement in direct and unmitigated ways. greek l2 learners of english also showed a tendency for unmitigated disagreement or disagreement at the beginning of a turn in an analysis of classroom discourse (kakava, 1993). shabaka fernandez (2013) discovered conflicting results for dct among egyptian l2 speakers of english and their posts on facebook; in the former, egyptians used unmitigated disagreement, but egyptians used more token agreements and hedges on facebook. in a study of online disagreements among students in an english as a lingua franca class, maízarevalo (2014) discusses how students avoided strong agreement and favor mitigated disagreement, as well as the importance of proficiency as a factor in determining native-like patterns of disagreement. so, while there is evidence that certain cultures may prefer unmitigated styles, the context and proficiency levels also appear to be influential factors. taken together, these findings demonstrate differences in l2 learners’ expressions of disagreement compared to native english speakers. since roleplays, tasks and dcts may differ substantially from naturalistic conversations and activities (shabaka fernandez, 2013), it is imperative to further explore what is actually happening in the context of the classroom. the research on mitigation of disagreement o’donnell 50 no. 11 (july december 2015) no. 11 (july december 2015) classroom and online course contexts cited above demonstrate that korean (bell, 1998) and greek (kakava, 1993) l2 learners of english tend to express unmitigated disagreement, while a class of students from varied cultural and linguistic backgrounds favors mitigated disagreement (maíz-arevalo, 2014). the present study furthers this line of research by providing a qualitative analysis of audio-recorded peer review sessions from a university english class consisting of native english speakers and international students from varied linguistic and cultural backgrounds. methodology research design there were several important reasons for the research design chosen for the present study. the chief aim of the study was to analyze the act of disagreement embedded in the commonplace classroom task of peer review, especially how students negotiate this through oral conversation-based peer review. in order to heighten the reliability of the data, the peer-review for the second assignment was analyzed after students were more comfortable with the classmates and the peer review process. the peer review process in the students’ own classroom with their own classmates embodies natural consequences of maintaining face with peers. the ipod recording kits using nano ipods provided a technology that was familiar to students as well as small and unobtrusive in the classroom. finally, the classroom itself is well suited for this type of study given the mix of native speakers and non-native speakers. in particular, this study allows us to see how students engage in disagreement among l2 learners, between l2 learners and native speakers and between native speakers. context/participants the participants in the study include 21 first-year students at a large public university in the united states. of these, eight students were native english speakers and the remaining thirteen were international students who were intermediate english speakers, having passed a test to enter the class. of the students, 13 were males and 8 females. they ranged in age from 18 to 25 years old. the class itself was the second semester of first year composition, consisting of an introduction to writing for research. by this point in the year, students had been through the peer review process at least four times, including the previous introductory first year writing class. as such, students were well aware of the expectation to assess other students’ writing and that other students mitigation of disagreement o’donnell 51 no. 11 (july december 2015) no. 11 (july december 2015) would assess their writing, expressing disagreement with certain aspects. this understanding of the peer review process impacts the context of analysis greatly. in this way, students understood themselves to be working in a collaborative assignment to improve their papers for later submission for a grade. an additional important aspect of the class itself is the presence of native english speakers and l2 learners of english. it is likely that international students and native speakers of english may assign the native speakers a higher status in the context of the english writing classroom and the written english assignment. this certainly would impact patterns of disagreement and mitigation. table 1. groups of students including pseudonyms, gender and countries of origin peer review group pseudonym gender country of origin ns-ns charles m u.s. diana f u.s. l2-l2 nari f korea areom f korea l2-l2 daiyu f china chang m china l2-l2 ji m china hwan m korea l2-l2 aarav m india ji-min f korea ns-l2-l2 liling f china thaksin m thailand tim m u.s. ns-l2 steve m u.s. bin m india ns-l2 stephanie f u.s. muqsit m pakistan ns-l2 ai m china nick m u.s. mitigation of disagreement o’donnell 52 no. 11 (july december 2015) no. 11 (july december 2015) ns-l2 yuan m china evan m u.s. data collection instruments the peer review session was based on students’ second writing assignment for the class, a short research-based article incorporating at least three scholarly sources. the brief instructions for the written assignment are as follows: for this essay, you will focus on your country of origin and explore a current issue or controversy through gathering research. investigate several positions of an issue or propose different solutions to an observed problem. when students brought their full draft into the classroom, they were instructed, “comment on what works and what doesn’t work.” students first read the paper, commenting in pencil or pen on the copy, and then they began to discuss what they saw in an oral peer review session. i-pod recording kits were used to audio-record these conversation-based peer review sessions. these sessions amounted to 80 minutes of audio-recordings, which resulted in 13,239 words of transcript. due to the limited data set, the subsequent data analysis is qualitative only. data analysis and interpretation disagreement in the present study will be analyzed with regard to the linguistic realizations of disagreement, especially focusing on the mitigation of disagreement. this is first due to the absence of strong disagreement or unmitigated disagreement in the corpus. secondly, and on a related note, it is also due to the context of the situation. even as students were well accustomed to the context of peer review as a collaborative effort with the goal of improving their papers for better grade, and the use of negotiation to maintain their own and each other’s face in their conversation, they were faced with a relatively pragmatically complex situation. various typologies or classifications have been developed throughout the literature on disagreement, including weak and strong disagreement (pomerantz, 1984), strong, strong yet mitigated, and mitigated (kakava, 1993), and softened, unmodified, and aggravated (rees-miller, 2000). kreutel (2007) distinguished between desirable and undesirable features for esl/efl. later, maíz-arevalo (2014) modified this classification system to be entitled strong and mitigated disagreement. as previously mentioned, the corpus of the present study was exempt of strong disagreement, and for this reason the attention will be solely on mitigation strategies, using maíz-arévalo’s (2014) mitigation of disagreement o’donnell 53 no. 11 (july december 2015) no. 11 (july december 2015) classification. below both strong and mitigated disagreement strategies are listed, in order to provide the reader with a clear comparison. table 2. strong and mitigated disagreement (maíz-arévalo, 2014, p. 209) strong disagreement mitigated disagreement use of bare negative forms (e.g. “no” “no way” “of course not”) token agreement (e.g. “yeah…but”) use of the performative “i disagree” use of hedges (e.g. “i guess” “it seems” “i don’t really know”) use of the performative negation i didn´t agree” or “i can´t agree” requests for clarification (e.g. “maybe i don’t understand, could you explain it more clearly?”) blunt statement of the opposite expressions of regret (e.g., “i’m sorry but i don’t agree with you…”) use of insults and negative judgments (e.g., “you are a moron) use of prefacing positive remarks toward the addressee (e.g., “that’s a very good analysis”) suggestions (e.g., “how about doing this in a slightly different way?”) giving explanations results since there was an absence of strong agreements in the collected data, the following data analysis will focus on forms of mitigated disagreement. the qualitative analysis of linguistic forms of mitigated disagreement will be organized according to the participants in each peer review group: interactions among ns, interactions among l2 learners, and interactions between l2 learners and ns. this structure is relevant to the rationale for this study and how it may further inform the field in terms of how l2 leraners and ns perform disagreement in a naturalistic classroom learning task of peer review. the mitigated disagreement strategies will be discussed in the context of the particular examples. mitigation of disagreement o’donnell 54 no. 11 (july december 2015) no. 11 (july december 2015) ns-ns peer review the students were divided into groups randomly, as had been the practice during the course of the semester, and only one of the ten groups was composed of only ns of english. in the following examples, charles is commenting on diana’s essay on peta advertisements. (1) charles: well uh i really liked the introduction, although i did find some grammatical errors. (2) charles: cultural fear, then then maybe i was gonna say, add a little bit more or like, cuz your thesis is, um, is this one? “by looking at various sources, the aspects of how peta uses feminist, feminine attributes// (3) charles: i was going to give a suggestion but there’s only two days. diana: oh, it’s okay, it’s okay. charles: i was going to say something like maybe talk about peta’s actions as well. but that’s a whole nother, that could be a whole nother paper. in these three examples, charles mitigates disagreement in different ways. in (1), he uses a prefacing positive remark to the comment on grammatical errors. in (2), he uses hedges such as maybe, a little bit, and i was gonna say. also interesting, charles expresses hesitation to disagree (3), and even when encouraged by diana backs down from his suggestion with “but that’s a whole nother paper.” diana also uses prefacing positive remarks and hedges, along with questions for clarification (4) and explanations (5). (4) diana: and um the main question i was thinking was um why do you like pinpoint the us? like, you mention how it will affect the us and why the us should not like ignore the situation, but what about like other countries? like, you know, what about the us makes it like a main target to that it needs to, that the us also needs to focus on this issue. (5) diana: pulling everybody out of germany, whatever, whatever kind of caused this whole thing, so a paragraph kind of explaining how this all occurred. cuz um you’re really explaining the problems really well, like the problems are really in-depth. and with a map, it would be easier to understand but it it really, like i love how you word it. and you really like put the details in there it’s very understandable. but you haven’t really explained the problem as much. in (4), diana frames her disagreement as a question, stating “the main question i was thinking was…”, followed but other related similar questions mitigation of disagreement o’donnell 55 no. 11 (july december 2015) no. 11 (july december 2015) to demonstrate a hole in the paper’s argument. also, after suggesting that charles explain the problem more thoroughly, diana gives a long explanation including positive remarks (5). l2-l2 peer review in the four groups of l2 learners, disagreement was mitigated through a variety of strategies including questions for clarification, hedges, token agreement and prefacing with positive remarks. examples of the question include: (6) chang: i think uh your first paragraph is good. but i didn’t know how or why you used this citation. so i didn’t know. (7) ji-min: ok, i think the third pages, i think it’s kind of off topic. so um i think so. so i don’t know why you’re mentioning about the corruptions. so i guess you have to make little changes why you’re talking about the corruption. chang, a chinese student, and ji-min from korea use questions for clarification. although the “i don’t know how” (6) and “i don’t know why” (7) are couched as declarative statements, they are still in essence questioning aspects of their partner’s papers, expressing a point that is unclear. as in the other examples, the mitigating strategies are not alone. for example, chang uses several hedges in the same turn, i think and so, i didn’t know (6), and jimin uses repetitions of i think, i guess, and little changes (7). hedges were very frequent throughout the recorded peer review sessions, including modifiers such as really, probably, i think, and little bit. the use of modals as a hedge was the least common, with just one instance (9). (8) areom: and the thesis is not that clear. i can’t really find it. (9) daiyu: i think your introduction is too long, and i think you might want to use a hook to grab the attention. (10) nathan: and even if you want to bring in your opinion, you should probably bring in like last page or something. because that’s what she had said. you should probably continue with how people react to this stuff. bring in the media of korea. (11) ji-min: ok, so on the second page you’re also like keeps to keeping to talks about the background of the india. i think uh you reduce about it, just before the first paragraph. little bit, because there are some parts that are not really necessary. l2 learners also made use of token agreement and positive prefacing remarks during their peer review sessions, mentioning understanding certain mitigation of disagreement o’donnell 56 no. 11 (july december 2015) no. 11 (july december 2015) points (12), a funny topic (13), or a “good” overall essay (14) before expressing disagreement. (12) hwan: so i understand where your thesis and your main point but i do not understand the chinese, the background of the chinese background gender discrimination. so yeah, i want to know the(..) the background. so you should add explanation of the background of china. (13) areom: hi nari, i think your topic is pretty funny em but i think maybe you can make the hook more interesting. (14) nathan: yeah, i think it’s in a very good shape with your essay. how you could make it even better is just try and keep your perspective out of here and try to make it more source-based. and you need to have more sources. like where the different stars are suggesting in korea. the l2 learners also demonstrate usage of a wide variety of mitigated disagreement during their peer review sessions, including hedges, questions for clarification and prefacing positive remarks and token agreement. ns-l2 peer review many similar strategies were characteristic of the peer review sessions between ns and l2 learners of english, such as hedges and modals, prefacing positive remarks and token agreement. hedges were once again very frequent and evident in all transcripts. (15) ai: i think you might want to put it in the conclusion. and this part is like generally your idea, you should make this decision, related to the topic. (16) stephanie: yeah, i think i think mostly that since you’re like stating your thesis in this paragraph and kind of forming an outline maybe you should list the causes of inflation here instead of just saying and they’re going to be listed later. (17) muqsit: so your introduction, it just, it does not have a hook. so if you could write a hook, like how it all started and since how the immigrants from mexico started increasing. that would be a good overview before the introduction, hook. (18) tim: uh, for that part. and there’s i think maybe you meant to say drop out from school, not drop off. (19) liling: i think it’s a little too long the introduction, so you should short your introduction. mitigation of disagreement o’donnell 57 no. 11 (july december 2015) no. 11 (july december 2015) again ns and l2 learners use a variety of hedges; the ns use primarily i think and maybe (16, 18) while the l2 learners use just (17) and little (19) to hedge their disagreements. modals are less frequent, although muqsit from pakistan does use the modal could (17). prefacing positive remarks and token agreement were once again common aspects of the interactions. an interesting difference surfaces, however, in the prefacing positive remarks among the two groups. ns tim and nick provide more lengthy positive remarks, a full three (20) and six (21) sentences before issuing their disagreement, while l2 learners tend to use just one sentence (22, 23). (20) tim: um, i like your beginning. the hook is very well developed. i like your thesis. you state the two arguments that you want to talk about, the part, the positive and negative of economic growth. i think maybe you need to shorten this statement a little bit. (21) nick: well, it’s balanced. and it’s really organized, so that’s really good. it’s organized a lot. there’s an introduction and its preview. there’s different viewpoint, there’s moderate. and the conclusion comes right after that. the only thing that i think though was you say why you want to, why this should be changed, and it’s mostly personal, which i mean, it’s fine. but you might also what to say what it would do for the greater good. (22) muqsit: you did excellent job on this so far i think. the only thing that makes it weird is when you say “however, other studies show that it is not true.” (23) liling: i like your point, because you always have clear point. each// thaksin: //your topic sentence really clear and strong. liling: but thaksin: and you follow up really good on your illustration. liling: but tim: more explanation. liling: and a quote. tim: this is a quote, but i actually need to thaksin: you need to cite. as the only three-person peer review group, (23) provides an interesting example of the co-construction of disagreement. l2 learners liling and thaksin take of the same mitigation strategy of a prefacing positive remarks, and then ns tim adds in his own analysis of what is needed, issuing a self-assessment or disagreement with his own writing. mitigation of disagreement o’donnell 58 no. 11 (july december 2015) no. 11 (july december 2015) another interesting aspect of the l2-ns peer review sessions, only ns used the explanation strategies, as exemplified below. (24) tim: i think in this last statement, it is a little too much negative. uh, cuz you say, “nobody is going nowhere it does not” (25) stephanie: i think that would make your conclusion sound a lot better, because you seem to be doing that a lot in your main paragraphs as i was reading, saying like the same thing in the first and last sentence. explanations were also a feature in the ns-ns peer review group. larger scale studies would be needed to determine whether explanations are a feature of mitigation of disagreement among ns of english. conclusions the present study provides a qualitative analysis of the strategies for mitigated disagreement employed by l2 learners of english and native english speakers in an introductory composition class at a university. in particular, this research sought to answer how l2 learners and native speakers mitigate disagreement in peer review in the context of l2 learner interactions, ns interactions, and l2-ns interactions. results demonstrate that l2 learners and ns use a variety of mitigated disagreement strategies including hedges, modals, questions for clarification, prefacing positive remarks, and token agreement. however, noticeably, ns tended to use lengthier and more specific prefacing positive remarks, similar to lawson’s (2009) findings that ns used more positive comments overall. additionally, ns used explanations in their mitigation of disagreement, a strategy not found in l2 learners in this corpus. since this is only a limited data set, further research is needed to determine whether explanation is indeed a mitigation pattern that is specific to ns of american english and uncommon among l2 learners of english. the lack of strong or unmitigated disagreement in the corpus of peer review data and the l2 learners effective use of mitigating strategies (such as questions for clarification, hedges, token agreement and prefacing positive remarks) suggests that the students understood this as a collaborative learning task. additionally, students’ experience with peer review for the first two writing assignments as well the previous english composition course in the prior semester may have influenced international students (l2 learners) to adapt to cultural pragmatic norms for peer review interactions and disagreements. if this were the case, it would support findings which demonstrate how l2 learners mitigation of disagreement o’donnell 59 no. 11 (july december 2015) no. 11 (july december 2015) adapt to cultural pragmatic norms over time (bardovi-harlig & salsbury, 2004). the use of mitigation by l2 learners may also be related to interactions with ns peers who may be perceived as higher status in the english classroom. other research has found that status is an important factor in disagreement (lawson, 2009). future research on a larger corpus of data is needed to corroborate these findings, and it would be beneficial as well to carry out a longitudinal study of students throughout the two-course series of first year english composition in order to observe changing patterns of mitigated disagreement in peer review. mitigation of disagreement o’donnell 60 no. 11 (july december 2015) no. 11 (july december 2015) references applebee, a. & j. langer. (2013). writing instruction that works: proven methods for middle and high school classrooms. teachers college columbia university: new york. bardovi-harling, k., & hartford, b. s. (1993). redefining the dct: comparing open questionnaires and dialogue completion tasks. paper presented at the 6th annual meeting of the international conference on pragmatics and language learning. urbana, il. bardovi-harlig, k., & salsbury, t. (2004). the organization of turns in the disagreements of l2 learners: a longitudinal perspective. in d. boxer & a. d. cohen (eds.), studying speaking to inform second language learning (pp. 199–227). clevedon: multilingual matters. bavarsad, s. s., eslami-rasekh, a., & simin, s. (2015). a cross-cultural study of disagreement strategies to suggestions between persian efl learners and american native english speakers. international journal of research studies in language learning, 4(4). 93-105. bell, n. (1998). politeness in the speech of korean esl learners. working papers in educational linguistics, 14(1). 25-47. behnam, b. & niroomand, m. (2011). an investigation of iranian efl learners’ use of politeness strategies and power relations in disagreements across different proficiency levels. english language teaching, 4(4). 204220. brown, p. & levison, s. (1987). politeness: some universals in language usage. cambridge: cambridge university press. caulk, n. (1994). comparing teacher and student responses to written work. tesol quarterly, 28. 181–88. chen, m. (2006). an interlanguage study of the speech act of disagreement made by chinese efl speakers in taiwan. dissertation: proquest dissertation database. elbow, p. (1973). writing without teachers. new york: oxford university press. emig, j. (1971). the composing processes of twelfth graders. research report no. 13. urbana, il: national council of teachers of english. flores-ferrán, n., & lovejoy, k. (2014). an examination of mitigating devices in the argument interactions of l2 spanish learners. journal of pragmatics, 76, 67-86. mitigation of disagreement o’donnell 61 no. 11 (july december 2015) no. 11 (july december 2015) guodong, l. & jing, h. (2005). a contrastive study on disagreement strategies for politeness between american english & mandarin chinese. asian efl journal, 10(1), 1-12. kakava, c. (1993). negotation of disagreement by greeks in conversations and classroom discourse. proquest dissertation database. kreutel, k. (2007). “i’m not agree with you.” esl learners’ expressions of disagreement. tesl-ej, 11(3), 1–35. lawson, a. j. (2009). from the classroom to the bar-room: expressions of disagreement by japanese speakers of english. ma dissertation. birmingham: university of birmingham. liu, j. & hansen, j. (2002). peer response in second language writing classrooms. ann arbor, mi: university of michigan press. lundstrom, k., & baker, w. (2009). to give is better than to receive: the benefits of peer review to the writer’s own writing. journal of second language writing, 18, 30-43. maíz-arévalo, c. (2014). expressing disagreement in english as a lingua franca: whose pragmatic rules? intercultural pragmatics, 11(2), 119-224. mendoca, c., & johnson, k. (1994). peer review negotiations: revision activities in esl writing classrooms. tesol quarterly, 28(4), 745-770. paulus, t.m. (1999). the effect of peer and teacher feedback on student writing. journal of second language writing, 8, 265–89. pomerantz, a. (1984). agreeing and disagreeing with assessments: some features of preferred/dispreferred turn shapes. in atkinson, j. & heritage, j. (eds.), structures of social action: studies in conversation analysis, (pp. 57-103). cambridge: cambridge university press. rees-miller, j. (2000). power, severity, and context in disagreement. journal of pragmatics, 32, 1087-1111. shabaka-fernández, s. (2013). the linguistic realization of disagreement by efl egyptian speakers. proquest dissertation database. acknowledgments i am first very grateful to the student and class speech community for their willingness to participate in this research project. additionally, i am grateful to the reviewers and editors of this journal for their thoughtful comments in the revision of this manuscript. mitigation of disagreement o’donnell 62 no. 11 (july december 2015) no. 11 (july december 2015) author * katherine o’donnell christoffersen earned her phd in second language acquisition and teaching at the university of arizona in 2015. she holds an ma in english language/linguistics from the university of arizona. her primary research interest is exploring bi/ multilingualism and sites of language contact, especially through the use of qualitative, ethnographic, and discourse/conversation analytic methods. mitigation of disagreement 9 no. 11 (july december 2015) no. 11 (july december 2015) effects of classroom assessment practices in a foreign language reading course1 efectos de las prácticas de evaluación en el salón de clase de un curso de lectura en lengua extranjera (le) sergio alonso lopera medina2* universidad de antioquia, colombia abstract this article analyzes the various types of information that alternative assessment and traditional assessment practices provided in an english foreign language (fl) reading course for graduate students at a public university in medellín, colombia. this study followed the principles of qualitative research, and a case study was used as a research method. there were five instruments to collect data: questionnaires, observations, tests, focus groups, and the diary of the teacher. findings suggest that the assessment practices applied in this course helped students and teachers recognize that learning occurred. the assessment practices also helped language practitioners learn more about the teaching and learning processes in fl reading. conclusions suggest that language practitioners should include both alternative and traditional assessment in order to have a wider picture of the process of teaching and learning. keywords: alternative/traditional assessment, foreign language reading 1 received: april 22, 2015 / accepted: july 27, 2015 2 serggiolop@hotmail.com gist education and learning research journal. issn 1692-5777. no. 11, (july december) 2015. pp. 9-25. r es ea rc h a rt ic le s 10 no. 11 (july december 2015) no. 11 (july december 2015) effects of classroom assessment practices lopera resumen este artículo analiza los diferentes tipos de información de las prácticas de evaluación alternativa y la evaluación tradicional que se brindaron en un curso de lectura de inglés como lengua extranjera ofrecido a estudiantes de postgrado en una universidad pública en medellín, colombia. este estudio siguió los principios de una investigación cualitativa y se utilizó el estudio de caso como método de investigación. se aplicaron cinco instrumentos para recolectar la información: cuestionarios, observaciones, pruebas, grupos focales y el diario del profesor. los resultados indican que las prácticas de evaluación aplicadas en este curso ayudaron tanto al profesor como a los estudiantes a reconocer que se generó aprendizaje. las prácticas de evaluación también ayudaron a los involucrados a aprender más acerca de los procesos de enseñanza/aprendizaje en lectura en (le). las conclusiones sugieren que la comunidad educativa debe incluir tanto la evaluación alternativa como la evaluación tradicional para obtener una mirada más amplia de los procesos de enseñanza y aprendizaje. palabras clave: evaluación alternativa/tradicional, lectura le resumo este artigo analisa os diferentes tipos de informação das práticas de avaliação alternativa e a avaliação tradicional que se ofereceram em um curso de leitura inglês como língua estrangeira oferecida a estudantes de pós-graduação em uma universidade pública em medellín, colômbia. este estudo seguiu os princípios de uma pesquisa qualitativa e se utilizou o estudo de caso como método de pesquisa. aplicaram-se cinco instrumentos para recolher a informação: questionários, observações, provas, grupos focais e o diário do professor. os resultados indicam que as práticas de avaliação aplicadas neste curso ajudaram tanto ao professor quanto aos estudantes a reconhecer que se gerou aprendizado. as práticas de avaliação também ajudaram os envolvidos a aprender mais sobre os processos de ensino/aprendizado em leitura em (le). as conclusões sugerem que a comunidade educativa deve incluir tanto a avaliação alternativa quanto a avaliação tradicional para obter uma mirada mais ampla dos processos de ensino e aprendizado. palabras chave: avaliação alternativa/tradicional, leitura le 11 no. 11 (july december 2015) no. 11 (july december 2015) introduction assessment is an important part of teaching and learning in classroom settings. some scholars have seen assessment as testing, but assessment involves a deeper concept in which the learning process is involved (aebersold & field, 1997; alderson, 2000; frodden, restrepo, & maturana, 2004). davies, brown, elder, hill, lumley and mcnamara (1999) define assessment as “a term often used interchangeably with testing; but also used more broadly to encompass the gathering of language data” (p. 11). this means that assessment is any methodical procedure to gather information about students’ learning. testing, on the other hand, is a method that determines students’ abilities to complete a task, but is only one way to assess (for example a multiple choice test). it is worth noting that testing has been the traditional form of evaluating students, also used to make management decisions (aweiss, 1993). new trends in assessment, such as alternative assessment, incorporate different forms of evaluation such as self-assessment, observation, homework, among others (aebersold & field, 1997). some researchers suggest that taking the best parts of both traditional3 and alternative assessment in classrooms leads to more effective instruction (aebersold & field, 1997; alderson, 2000). this article reports the effects of traditional and alternative assessment practices applied in a foreign language reading comprehension course for graduate students at a public university in medellín, colombia. this study is derived from a larger study on the effects of face-to-face instruction and web-based instruction in (fl) reading comprehension for graduate students in the same university. the study reported in this paper aims at identifying the effects of classroom (face-to-face) assessment practices on students. the research question that guides the inquiry is “what do classroom assessment practices tell language practitioners about the learning process of a fl reading comprehension course for graduate students?” findings suggest that the assessment practices applied in this course helped students and teachers recognize that learning occurred. 3 traditional assessment is a conventional method of testing. a quiz, an exam or a standardized test are examples of traditional assessment. effects of classroom assessment practices lopera 12 no. 11 (july december 2015) no. 11 (july december 2015) effects of classroom assessment practices lopera literature review assessment shohamy, inbar-lourie, and poehner (2008) state that most researchers pay little attention to what teachers do in their classrooms to assess students. they argue, on the other hand, that much research has been carried out to see the effects of standardized tests because large-scale tests have a greater impact on test-takers’ lives as well as institutions. rea-dickins (2004) and rea-dickins and gardner (2000) highlight the importance of doing assessment research in classrooms because it guides scholars to make decisions such as promotion, program admission, or learning support services. recently, some researchers have begun to integrate classroom-based assessment and teaching in classroom. nowadays, there is a growing interest about the practices the teacher does in the classroom, and some studies have focused on second and foreign language teaching contexts (cheng, rogers, & hu, 2004; davison, 2004; leung, 2004; muñoz, 2009; rea-dickens, 2004; sánchez & morrison-saunders, 2010). these researchers have explored teachers’ practices and beliefs related to assessment through surveys and the impact of these assessment practices in external norm-setting and tests. researchers have also explored the instruments teachers have used in classrooms such as self-assessment, diaries, and peer-assessment. to illustrate this, torrance and pryor (1998) report that language arts teachers in primary schools in england were familiar with different types of assessment practices such as cloze tests or performance assessments, but did not have a clear picture in order to implement assessment activities that would result in student learning. muñoz (2009) explored the assessment practices teachers had in fl reading, and found that teachers lacked familiarity with alternative assessment. nevertheless, the author found that teachers used diverse practices in assessing reading comprehension. quizzes, multiplechoice tests, presentations, class participation, workshops and class attendance are examples of this diversity. he also found that teachers were concerned about verifying the achievement of learning objectives; that is, some teachers expressed the need to implement traditional assessment practices (such as quizzes or final exams) due to the fact that they provide precise information of learning. finally and due to the fact that teachers lacked familiarity with alternative assessment, muñoz (2009) found that students also lacked familiarity with assessment practices. rea-dickins (2004) and brown (2004) highlight the importance of the role of teachers in assessing the learning process of students. the researchers 13 no. 11 (july december 2015) no. 11 (july december 2015) argue that fl teachers can be seen as active agents of assessment in the sense that they usually design and implement assessments. in fact, rea-dickins (2004) states that the role of the teacher has two main functions: as a facilitator of students’ effort to learn a language, and as a judge of learner performance. reading reading is an active process in which there is a dialog between the reader and text. alyousef (2005) states, “reading is an interactive process between a reader and a text. the reader should interact dynamically with the text with the intention to understand its message” (p. 14). in order to understand the text, the reader needs to possess two vital elements: linguistic knowledge and background knowledge. linguistic knowledge involves awareness about the language such as grammar or vocabulary structure. background knowledge relates to the familiarity the reader has with the reading. cassany (2006), gonzález (2000), grabe and stoller (2002), and weir (1993) also argue that reading involves a process of cognition because readers have to predict, memorize information, interpret, pay attention, and make hypotheses when they decode a written message. cassany (2006) affirms that that fl readers have to make a greater effort because they may face difficulties with grammar, vocabulary or even culture in the readings. that is why the role of the teacher is important in order to guide students to apply some reading strategies. models of reading. there are two important models or processes for reading: bottom-up processes and top-down. in the first model, readers have to build the text from small units beginning from letters to words, and then from words to sentences (aebersold & field, 1997). in the second model, readers have to link the text to their existing knowledge that involves historical, cultural or linguistic elements. grabe and stoller (2002) suggest an interactive model that includes both bottom-up and top-down processes as readers need to recognize words quickly, and they also need to activate background knowledge in order to understand the text. reading strategies. different authors support the importance of teaching reading strategies to students (chamot, barnhardt, el-dinary, & robbins, 1999; hosenfeld, 1979; janzen, 2001; mikulecky & jeffries, 2004; osorno & lopera, 2012). reading strategies help learners apply a task, pay attention to what textual cues they have to focus on, and know what to do when they have troubles (block, 1986). teachers can use both simple reading strategies (e.g., previewing or scanning) and complex ones (e.g., inference or summarizing) with students. effects of classroom assessment practices lopera 14 no. 11 (july december 2015) no. 11 (july december 2015) effects of classroom assessment practices lopera janzen (2001, p. 369) proposes five classroom activities to work with reading strategies: • explicit discussion of the reading strategies and when to use them • demonstration of how to apply a reading strategy (modeling) • involvement with the reading in terms of reading aloud and sharing the process while applying the strategies • discussion of the activities in the classroom • practice with the reading material of the course researchers have explored some reading strategies in classrooms, and their conclusion is that they are beneficial for learners (arismendi, colorado & grajales, 2011; block, 1986; carrell, 1998; lopera, 2012; mikulecky & jeffries, 2004; poole, 2009). reading assessment practices. reading assessment practices are important because they tell the language teacher what to do in the course. gersten (1999) suggests that assessment should be aimed at collecting information from students’ reading abilities and then teachers should use that information in order to plan and implement classes. cross and paris (1987) give three important purposes when implementing reading comprehension assessment: • sorting: it helps not only to predict learners’ academic success but also to indicate mastery. • diagnosing: it helps to gather information in order to make decisions about the learning process. • evaluating: it helps to determine the effects of a program. teachers can also implement assessment practices in reading in order to enhance fluency, word recognition, vocabulary knowledge, text structure, discourse organization, main ideas, inference, among others (grabe & stoller, 2002). aweiss (1993) asserts that teachers can use different instruments to apply assessment practices, and they vary from unstructured and spontaneous gathering of information during instruction to more formal situations such as structured tests. aebersold and field (1997) propose six methods of alternative assessment that aim at students’ learning as well as their participation in classrooms for reading comprehension: • journals: they can be done in audio or written forms. this helps both teachers and learners monitor the reading comprehension process. 15 no. 11 (july december 2015) no. 11 (july december 2015) • portfolios: this may include students’ journals, but items such as drafts, homework, exams, or summaries can also be integrated here. • homework: this helps students identify what they do not know. • observation: this helps the teacher evaluate students’ comprehension and participation. the teacher can also observe if students work in groups, in pairs or individually. • self-assessment: this helps students be part of the learning process because they reflect on their own practices and achievements. • peer-assessment: this guides students to evaluate each other’s participation in a given activity. finally, some authors support the idea of including both traditional and alternative assessment in the classrooms because readers respond to texts in many different forms (aebersold & field, 1997; alderson, 2000). in fact, aebersold and field (1997) encourage “reading teachers to become thoughtful, attentive, reliable assessors, able to use both alternative and traditional assessment measures that are beneficial to all” (p. 167). methodology research design this study followed the principles of qualitative research, and a case study was used as a research method (cresswell, 2007; merriam, 1998; tellis, 1997; yin, 2003). the study also involved the methodology of an exploratory multiple case study as researchers wanted to identify the effects of classroom assessment on students’ reading comprehension. the grounded approach was used when researchers categorized the data (freeman, 1998). context the research was carried out at a public university in medellín, colombia. in order to be admitted to the second semester of their graduate program, students in specialization programs4 have to certify reading comprehension in a foreign language. they have two options to certify: taking a proficiency test or attending a classroom course. a research group in teaching and learning 4 especialización (specialization) is a graduate program that usually lasts one year. the main objective of these programs is to update students in their academic areas. effects of classroom assessment practices lopera 16 no. 11 (july december 2015) no. 11 (july december 2015) effects of classroom assessment practices lopera languages designed a web-based course in 2007, and this course became a third option. the reading comprehension course. the course is designed to guide students to use reading strategies in a fl, and aims at developing readers who interact with different types of texts. the name of the course is english reading comprehension for graduate programs (competencia lectora en inglés para postgrados). it is a 120-hour course with five main units. table 1 includes a description of the reading comprehension program. table 1. the reading comprehension program unit name topics 1 word and their meanings dictionary use, parts of speech, cognates, affixes, word meaning in context. 2 reading strategies prediction, skimming, scanning, and graph interpretation. 3 development of reading skills sentence structure, topic, main idea, and referents 4 text organization methods cause and effect, comparison and contrasts, description, narration, argumentation , and classification and categorization 5 critical reading fact and opinions, tone, and arguments participants the teacher. the teacher holds a master’s degree in teaching foreign languages and has more than ten years of experience teaching reading comprehension for undergraduate and graduate students. he taught the course in spanish to facilitate students’ learning, but the readings and exercises were in english. the students. there were 27 students in the course (17 women, 10 men), and only one student withdrew from the course. age ranged between 20 and 51 years old. all participants were in the first semester of different specializations in the law department: social security law, constitutional law, family law, administrative law, and procedural law. 17 no. 11 (july december 2015) no. 11 (july december 2015) data collection instruments four alternative assessment instruments (questionnaires, observations, focus groups, and the diary of the teacher) and one traditional assessment instrument (test) were used to gather data. the objective of each instrument is explained below: questionnaires. three questionnaires were administered: evaluation of the course and the teacher, reading strategies and motivation, and selfevaluation. for the purpose of this paper, the self-assessment questionnaire was analyzed in order to see the effects of assessment practices. tests. there were two types of tests: before (pre-test) and after (posttest) the pedagogical intervention, and different tests for each unit. in the pre-test and post-test, there were two readings in each test with 13 multiple choice questions (questions and readings simulating standardized tests like the toefl). inferencing, scanning, identifying topics and main ideas are some of the topics covered in the tests. the unit tests included short paragraphs on the topic of every unit, and multiple choice as well as open questions. diary of the teacher. the teacher kept a diary in order to record his observations and reflections about the teaching and learning process in reading (jeffrey & hadley, 2002). the teacher wrote an entry for each class. the purpose of this diary was to gain insights from the teacher about the course. observations. this instrument was used to examine behaviors, interaction, and participation in the classroom (brown, 2001). two different members of the research group observed two sessions for each unit, and the observations were recorded using a format designed ad-hoc by the research group. focus group. at the end of the course, students were invited to have a focus group session in order to discuss the academic experiences in a deeper way. the sessions were guided by the research advisor, and then transcribed. fourteen students participated. data analysis interpretation ten researchers participated in the analysis of the data (the research advisor, six teachers, and three undergraduate students). all researchers read and labeled the data individually and then compared some important ideas in groups. after that, they coded the data and constructed categories. finally, researchers triangulated the information in order to validate data (freeman, 1998). researchers translated some excerpts from spanish to english in order to support findings. effects of classroom assessment practices lopera 18 no. 11 (july december 2015) no. 11 (july december 2015) effects of classroom assessment practices lopera results researchers found the following issues after analyzing the assessment practices applied in the foreign language reading course: self-assessment questionnaire the questionnaire asked students about their motivation, reading strategies, the course, and the teacher during the learning process. students expressed that the course offered different topics to be applied in readings. one theme that emerged from the self-assessment questionnaire was positive methodology. comments by students out of 26 indicated this issue: i like the methodology used by the teacher because he is active and clear with his explanations. the teacher is quite organized with the course and is quite active. the methodology was great. twenty students also expressed that they had improved their reading comprehension in the fl, and that they had applied different strategies such as skimming, scanning, previewing, and prediction. one of the students reported, “i have learnt pre-reading strategies: prediction, skimming, scanning.” however, five students reported that one of the main obstacles was the lack of vocabulary when interacting with readings, and the lack of time to practice due to their job duties. some comments include the following: one of the main difficulties i have faced with readings is the vocabulary well, the lack of time to practice in his diary and in order to support this issue, the teacher also reported that students faced difficulties with the vocabulary, especially at the beginning of the course. in one of his entries, he expressed that students had difficulties with the vocabulary, even when they had the option to use the dictionary. he wrote: students had difficulties understanding how english words could have different meanings according to the context they had. students were used to writing the first meaning they had in the dictionary without further considerations on the context; therefore, students had some difficulties understanding the meaning of words. i didn’t plan to have students learning to use the context to understand word meanings in one class; however, i was concerned about students’ motivation because this topic was one of the issues students complained about when they said english was a difficult language. 19 no. 11 (july december 2015) no. 11 (july december 2015) tests when students took the pre-test, the teacher wrote in his diary that students were nervous, uncomfortable, and worried about the length of the test. he also noted that students had difficulty understanding the readings, completing the test, and that they translated many words into spanish. this experience contrasts with the post-test, in which students were more comfortable and did not translate as many words as on the first test. the teacher also noted that students understood the readings and applied the reading strategies. researchers wanted to verify in a quantitative way if students applied reading strategies so they compared statistically the preand post-test (the same test was applied). it is worth noting that the quantitative analysis helps support the qualitative one. table 2 shows the following results: table 2. statistical analysis of the pre-test and post-test statistics tests pre-test post-test number of participants 26 26 minimum 2,000 7,000 maximum 11,000 10,000 median 6,000 9,000 mean 5,654 8,885 variance (n-1) 5,595 0,506 standard deviation (n-1) 2,365 0,711 statistics support that the effect of the reading comprehension course in english as a foreign language was quite positive as the mean increased. this means that the course was effective for students. the teacher also wrote that in his diary that the students were quite nervous taking the tests for each unit. students’ anxiety was so high that they even asked the teacher if they could take the test with a partner. the teacher also noted that their anxiety was mainly based on the score, and tried to lessen their anxiety. the teacher reported in his diary: they didn’t feel very confident to take a test in english, and they still believed it was very difficult; this is why students asked repeatedly to do the test with a classmate, but i told them that it was not possible. i tried to calm down students about the test, by explaining how they would only be asked on the exercises and topics we studied, but students didn’t pay attention and were very nervous to take the test. although students did a very good effort during the exam, they asked effects of classroom assessment practices lopera 20 no. 11 (july december 2015) no. 11 (july december 2015) effects of classroom assessment practices lopera a lot of questions trying to get some approval of their work, so they could be confident of getting a good grade. finally, the teacher sometimes asked the students to assess each other after a test of a reading activity. he said the correct answer in front of the whole group and then asked students to correct their peers. this activity helped learners not only to confirm their knowledge but also to take responsibility for their own learning. this issue was validated in the observations. diary of the teacher the teacher began the course explaining the objectives, methodology, content, and assessment. the teacher wondered if students had observations regarding the assessment part as they did not suggest or mention anything about it. the teacher said in the diary: i explained the assessment methodology and students agreed, as they didn’t suggest further changes or disagree. i wonder if they really understood. this was the feeling i had during the class and all the issues i mentioned. the teacher also reflected on students’ issues such as attitude, contact, motivation, confidence, and improvement in reading. for instance, he stated that the close contact with students makes it possible to provide an immediate solution when students face learning problems; he said: by getting close to students there is a chance to get to know what students may be able to do during learning, and there is also a chance to provide immediate solutions to learning difficulties. the teacher also observed that students’ attitude was positive and they read for comprehension and not for a score in order to improve their skills, he mentioned: students’ attitude is quite positive. they wanted to understand what they were reading. they didn’t want to just complete the exercises for obtaining a grade, they really wanted to take the opportunity to improve their english language skills. moreover, the teacher stated that students had gained confidence when facing texts in english: these students also remark how it is easier for them to face texts in english – not that they are going to understand everything at once – but at least they said they had more elements for understanding. the teacher noted that students had improved with the process of applying reading strategies and understood the information from the readings, he said: 21 no. 11 (july december 2015) no. 11 (july december 2015) i could notice how students were actually doing a good job on understanding information from different types of text. while i collected information from students’ class tasks, i could notice very good answers to the information required. finally, the teacher observed that some students showed extrinsic motivation as they had to certify reading in a foreign language in order to be admitted to the second semester of their law specializations. he argued that some students had taken the proficiency test while attending the reading course in order to accomplish the reading requirement and only one passed it. at the end, only one student passed the test and he didn’t go back to class, he didn’t even say good bye. it was quite surprising to realize that after two months of instruction some students were only worried about obtaining the certification, that’s it, there is no other interest. observations at the beginning of the course, researchers observed that students used the dictionaries quite often when they came across an unknown word. at the end of the course, learners did not use the dictionary that much and researchers interpreted this decreased dependence on the dictionary as improvement in reading. the observers and the teacher also noted that students’ participation was a constant aspect, and they were willing to do it. researchers interpreted this issue as a motivation factor in students. finally, the teacher corrected class exercises and gave oral feedback to students in some sections of the class. researchers validated that the teacher applied formative assessment in students. focus group during the focus groups, students expressed that the methodology was motivating and that they had learned how to read in a fl. one of the students said, “i now feel more confident to read texts in english and understand more.” another student said that she felt so confident reading that she “started to read in english in the internet.” on the other hand, some students complained about the requirement to certify a foreign language in order to be registered in the second semester of their graduate program, and suggested removing this requirement. one student said, “we felt pressure due to the requirement to certify a foreign language. it would be a good idea not to be a requirement.” finally, students questioned the idea of interacting with readings from different topics and suggested that the readings be in the law area as they were effects of classroom assessment practices lopera 22 no. 11 (july december 2015) no. 11 (july december 2015) taking a graduate program in law, one student commented, “it would be nice to interact with readings related to our field.” conclusions both alternative and traditional assessments were analyzed in a foreign language reading comprehension course in order to see the effects of reading instruction. findings suggest that the course helped both students and the teacher recognize that learning occurred. the assessment instruments applied in this course also helped language practitioners learn more about the teaching/ learning practices in fl reading. in fact, researchers not only noted that students’ motivation was mainly extrinsic, as they had to certify reading in a foreign language, but also that students’ anxiety was high. researchers also noted that students faced difficulties with vocabulary. on the other hand, these assessment practices helped to examine learning processes in an objective way. the statistical information analyzed supports the assertion that students improved as the mean increased leading to state that the course was effective to students. one important element of applying both alternative and traditional assessment is that students are involved in the learning process and they reflect on their own practices and achievements. the call to include learners in the assessment practices is crucial in today’s teaching, and this may help scholars to make changes in order to improve ongoing or future teaching practices. finally, the results of this paper may enlighten scholars to integrate both alternative assessment and traditional assessment in classrooms in order to have a wide picture of the process of 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(3rd ed.). thousand oaks: ca. sage publications. author * sergio lopera medina holds an ma in linguistics, is a phd candidate in linguistics and a specialist in teaching foreign languages. he is a full time professor and a research member of eale (enseñanza y aprendizaje de las lenguas extranjeras) at the universidad de antioquia. his research interests are teaching efl reading comprehension and pragmatics. effects of classroom assessment practices lopera influence of discrimination in the field of tesol: perspectives of mexican efl teachers1 influencia de la discriminación en el campo de la enseñanza del inglés: perspectivas de maestros de inglés en méxico edgar emmanuell garcia ponce2* universidad de guanajuato, mexico 1 received: march 1st 2020/ accepted: september 30th 2020 2 ee.garcia@ugto.mx gist education and learning research journal. issn 1692-5777. no. 21 (july-december, 2020). pp. 69-89. 70 no. 21 abstract in the last few decades, several studies have documented the discrimination that teachers face in the field of teaching english for speakers of other languages (tesol). to date, these studies have shown that discrimination tends to be motivated by issues concerning the nativeversus non-native language status of these professionals. moreover, recent studies have suggested that discrimination in tesol is intricate involving factors which are associated with the language status of teachers, their pronunciation, gender, race, sexual preference, age, among others. however, despite the fact that there is research discourse which has revealed the struggles of these professionals, no research discourse, to my knowledge, has documented the extent to which this phenomenon impacts on the professionals’ feelings, perceptions of the profession, and decision making. in response to this, the present study was conducted to understand the influence of discrimination in the field of tesol in mexico from perspectives of 78 mexican english as a foreign language (efl) teachers. through an online questionnaire, the teachers were asked to describe the instances in which they felt discriminated, and how these influenced their feelings, perceptions concerning their profession and decision making. the results show that the discrimination practices impact in complex ways, showing a negative influence on the professionals’ feelings, perceptions of the profession, and decisions regarding their current profession. the findings of this study call for more effective strategies in order to stop the discriminatory acts that english language teachers commonly face. keywords: discrimination; mexican tesol; efl teachers; effects of discrimination; perceptions resumen en recientes décadas, varios estudios han documentado la discriminación que profesores han experimentado en el área de la enseñanza del inglés. hasta la fecha, se ha mostrado que la discriminación en esta área es mayormente motivada por cuestiones de estatus de lengua de los profesores y la distinción entre el ser nativo y no-nativo. recientemente, se ha sugerido que la discriminación en tesol puede ser iniciada por un amplio número de factores que son complejos por naturaleza. a pesar de que se han mostrado las dificultades que estos profesionistas experimentan comúnmente en este campo, no se ha mostrado hasta el momento la forma en que este fenómeno impacta en sus emociones, percepciones de la profesión y toma de decisiones. en respuesta a esto, el presente estudio se realizó para entender la influencia de la discriminación en el campo del tesol a través de las voces de 78 maestros de inglés como lengua extranjera en méxico. con la ayuda de un cuestionario en línea, se le preguntó a los maestros describieran las veces en las que se han sentido discriminados, y cómo esto ha tenido un impacto en sus emociones, percepciones de la profesión y toma de decisiones. los resultados muestran que la discriminación percibida por estos maestros tiene un impacto de manera compleja y afecta significativamente sus emociones, percepciones de la profesión y sus decisiones como profesionistas. esto hace un llamado a formular estrategias efectivas para erradicar este problema el cual continúa afectando a maestros de inglés. discrimation in the field of tesol garcia-ponce 71 no. 21 palabras clave: discriminación; tesol; maestros de inglés; enseñanza del inglés; efectos; percepciones resumo em recentes décadas, vários estudos documentaram a discriminação que professores experimentaram na área do ensino do inglês. até a data, mostrou-se que a discriminação nesta área é principalmente motivada por questões de status de língua dos professores e a distinção entre o ser nativo e não-nativo. recentemente, tem-se sugerido que a discriminação em tesol pode ser iniciada por um amplo número de fatores que são complexos por natureza. apesar de que se têm mostrado as dificuldades que estes profissionais experimentam com frequência nesta área, não se tem mostrado até o momento a forma em que este fenômeno impacta nas suas emoções, percepções da profissão e tomada de decisões. em resposta a isto, o presente estudo foi realizado para entender a influência da discriminação na área do tesol através das vozes de 78 professores de inglês como língua estrangeira no méxico. com a ajuda de um questionário em linha, perguntou-se aos professores que descreveram o número de vezes nas que se sentiram discriminados, e como isto tem tido um impacto nas suas emoções, percepções da profissão e tomada de decisões. os resultados mostram que a discriminação percebida por estes professores tem um impacto de forma complexa e afeta significativamente as suas emoções, percepções da profissão e as suas decisões como profissionais. isto faz uma chamada a formular estratégias efetivas para erradicar este problema, o qual continua afetando a professores de inglês. palavras chave: discriminação; tesol; professores de inglês; ensino do inglês; efeitos; percepções discrimation in the field of tesol garcia-ponce 72 no. 21 introduction f or decades, research has shown the prevalence of discriminatory practices in the field of tesol in different parts of the world (figueiredo, 2011; louber, 2017; mahboob & golden, 2013; ruecker & ives, 2014; selvi, 2014). much of this research has suggested that these discriminatory practices tend to be motivated by the distinction between the native and non-native status of english teachers (see braine, 2010; holliday, 2005; kamhi-stein, 2004; kubota, 2004; kubota & lin, 2009; llurda, 2005; moussu & llurda, 2008). recently, it has been suggested that the discrimination in tesol is far more complex than we thought; there is an array of factors which can motivate discrimination against english as a foreign language (efl) teachers. these factors are associated with the language status of teachers, their pronunciation, gender, race, sexual preference, age, among others. evidence of this comes from the author (2017) which showed that a high number of mexican efl teachers have faced a wide range of discriminatory practices which are professionrelated, physical, and linguistic in nature. in the research literature, the primary aim of investigating the discriminatory practices in tesol worldwide has been to eradicate this phenomenon. however, it seems that the main obstacle is that stakeholders in tesol, i.e., administrators, teachers, students and parents, do not often know about this phenomenon and how it affects efl teachers (lengeling, crawford, mora pablo & blomquist, 2016). thus, it is highly important that we direct our efforts towards raising awareness of this problem. to do this, there is a need to understand both the nature of discrimination in tesol and the influence it has on english teachers’ feelings, perceptions of the profession, and decision making. to contribute to this, the purpose of this study is to explore how discrimination in tesol influences the feelings, perceptions of the profession, and decisions of 78 mexican efl teachers. the study is guided by the following research question: what is the perceived influence that discriminatory acts have on the mexican efl teachers’ feelings, perceptions of the tesol profession, and decision making? as suggested in this research question, the importance of this study is that it provides an examination of the extent to which discrimination in the field of tesol have an impact on the realities of these professionals who dedicate their time to teach the english as a foreign language (efl). therefore, the insights gained from this study will contribute to existing knowledge of the nature of discrimination in the tesol profession in mexico. discrimation in the field of tesol garcia-ponce 73 no. 21 background in the research literature, several definitions of ‘discrimination’ have been suggested. this is because the concept of discrimination is complex in nature (the author, 2017), that is, it is often motivated by several factors whose essence is also intricate. for the purpose of the present study, the study adapts the author’s (2017) definition of discrimination in tesol as prejudiced actions which are motivated by gender, ethnicity, physical appearance, temporal or permanent physical or cognitive impediment, and linguistic competence (involving pronunciation, accent or any linguistic aspect related to the language) which initiate inequalities for obtaining resources or opportunities in the profession of foreign language teaching. this definition and others have been a timely attempt to define the complex construct of discrimination in the tesol profession. however, this article will show that discrimination in the mexican tesol not only initiate inequalities for obtaining resources or opportunities in the profession, but also have important effects on the mexican efl teachers’ feelings, perceptions concerning the profession, and their decision making concerning their professional lives. in general, discrimination has been observed in different contexts and through different lenses. in the case of education, discrimination has been seen to be motivated by “actions of institutions or individual state actors, their attitudes and ideologies, or processes that systematically treat students from different racial/ethnic groups disparately or inequitably” (mickelson, 2003, p.1052). as previously mentioned, this is a problem that still exists in the tesol profession in mexico and worldwide, despite the presence of position statements against it, for example: tesol is opposed to discrimination that affects the employment and professional lives of the tesol members on the grounds of race, ethnicity, nationality, language background, disability, health/medical condition, including hiv/aids, age, religion, gender, gender identity, and sexual orientation. (tesol, 2016) according to the author (2017), the prevalence of discrimination in tesol is due in large part to the ignorance of students, teachers and administrators. drawing upon my experience as an efl teacher, i have perceived that discrimination is often motivated by factors which are associated with teachers’ gender, ethnicity, temporal or permanent physical impediment, and linguistic competence. my own perception, fed by comments from other colleagues working in the same field, suggest the possibility that discriminatory practices in the mexican tesol still exist and in different forms, and might continue to affect thousands of professionals who teach the language in discrimation in the field of tesol garcia-ponce 74 no. 21 mexico and other efl contexts. the idea that discrimination is still alive in the mexican context is supported by recent research evidence (see the author, 2017; lengeling et al., 2016). for example, the author (2017), in a small-scale study conducted at a state university in mexico, found that a high number of efl teachers have experienced some kind of discrimination while looking for jobs or working in the mexican tesol. based upon their evidence, they call for contextually sensitive research because they maintain that the nature of discrimination in tesol is context dependent, and this nature changes from one context to another one. these investigations would contribute to bringing this evidence to light, formulating strategies to prevent discrimination in this field, and continue raising awareness among stakeholders of discriminatory behaviours in the profession. in general, they maintain that all efforts need to be directed towards evidencing and eradicating the discriminatory practices. however, in mexico, little is known about this social phenomenon within the tesol field. only a limited number of  studies have been carried out to explore the non-native speaking teachers (see the author, 2017; lengeling et al., 2016). therefore, much needs to be done to look at cases where participants describe the discriminatory acts that they have faced in the mexican tesol profession and the likely influence of these acts. taking up this call for such investigations, the present study set out to explore how discrimination in the mexican tesol influences 78 efl teachers’ feelings, perceptions of the tesol profession, and decision making. by doing so, the study makes several contributions to the current research literature. firstly, this research provides additional evidence with respect to discrimination in tesol. secondly, its results add to a growing body of literature on the influence of discrimination in tesol. methodology whilst several studies have shown that discrimination is still alive in the tesol field (figueiredo, 2011; louber, 2017; mahboob & golden, 2013; ruecker & ives, 2014; selvi, 2014), no studies have been found which document the influence of discrimination on efl teachers’ cognitions (feelings, perceptions, beliefs) and profession-related decisions. much less is known about the nature of this influence and the role it plays in their professional lives. in response to the above, the present study explores the influence of discrimination in tesol on the feelings, perceptions of the tesol profession, and decision making of a group of efl teachers in mexico. to do this, the study adopted a qualitative approach because this approach is believed to offer an effective way of describing “social phenomena as they occur naturally” (dörnyei, 2007, p. 38). this was particularly relevant for the purpose of the study as it attempts to develop an understanding of discrimation in the field of tesol garcia-ponce 75 no. 21 the potential influence of the discrimination that efl teachers face efl teaching and learning contexts. moreover, because the focus of the study is individuals’ subjective opinions, experiences and feelings, a qualitative approach was appropriate for understanding “the participants’ views of the situation being studied” (dörnyei, 2007, p. 38), that is, the kind of discrimination that they have experienced in the mexican tesol profession. data collection procedures in order to collect the data, a web-based questionnaire was administered on surveymonkey. according to wright (2005), online questionnaires are useful because they allow researchers to gain access to individuals and groups who would be difficult reach through other means and channels. the link to the questionnaire was sent out to efl teachers in mexico through open calls posted on social media, or directly sent to schools and contacts. the link was active for approximately four months. in order to participate in the study, the individuals had to meet two self-reported criteria: 1) they had to be non-native speakers and 2) efl teachers in mexico. in total, 78 efl teachers responded the online questionnaire: 52 females and 26 males. as stated by the participants, they had a wide range of teaching experience, from different mexican states, working in public and private sectors, and teaching in preschool, primary, secondary, high school and university. the questionnaire consisted of ten close-ended and open-ended questions (see appendix i). all the questions asked for information regarding any discrimination practices that the efl teachers have felt in the profession. in order to understand the influence of discrimination in the mexican tesol profession, some question items asked the participants to describe the discriminatory acts that have been initiated against them, and how they felt that these acts have influenced their perceptions concerning their teaching practices, feelings, and the tesol profession in general (please see items 6-10 in appendix i). at the end of the online questionnaire, the participants were informed of their right to withdraw from the study, and provided consent. complying with their right to be protected from identification, the participants’ names and identities were carefully anonymised in the data. instead, the word ‘participant’ and an identification number are used to refer to them in the extracts, analysis and discussions. data analysis once the data were gathered in the online questionnaire, there were transferred to a word document for processing. the analysis of the elicited data firstly consisted of reading through the participants’ responses a number of times to identify emerging discrimation in the field of tesol garcia-ponce 76 no. 21 themes which suggested the influence of discrimination in the mexican tesol. the data were then categorised by identifying extracts manually in the word document, and attributing them to themes which emerged from the data. finally, the emerging themes were condensed, and the following themes were found: 1. the negative influence of discrimination in tesol 1.1. feelings of frustration and disappointment 1.2. negative perceptions of the tesol profession 1.3. negative perceptions of teachers’ non-native status 1.4. negative self-concepts 1.5. low salaries, social welfare and funding for research 1.6. job abandonment the analysis of the data suggested one main theme (the negative influence of discrimination in tesol). within this theme, sub-themes were found which provide support to my argument that discrimination in the tesol profession impacts in negative ways. data analysis and discussion in this section, the results of the present study are outlined and discussed in order to answer the research question (i.e., what is the perceived influence that discriminatory acts have on 78 mexican efl teachers’ feelings, perceptions of the tesol profession, and decision making?). in general, the results suggest that the discriminatory practices initiated against the participants have exerted influence which can be categorised as negative. specifically, these practices seem to have had an impact on the mexican efl teachers’ feelings, perceptions regarding the profession, and decision making. moreover, the evidence suggests that the discrimination practices has sometimes resulted in inequalities concerning job conditions for them or the abandonment of their jobs or profession permanently. in the following sections, i discuss these results in greater detail. discrimination in tesol: negative influence in the web-based questionnaire, all the participants claimed to have experienced discriminatory practices in the mexican tesol. when asked them to describe the discrimation in the field of tesol garcia-ponce 77 no. 21 way these practices influence, the majority of the participants’ responses suggested that the discrimination in the mexican tesol has had a negative influence. table 1 summarises their perceived influence. table 1. the influence of discrimination in mexical tesol negative influence 87.1% (68 participants) no influence 12.8% (10 participants) as can be seen in table 1, 87.1% of the participants described discrimination practices which were categorised as having a negative influence. 12.8% of the participants’ responses suggested that the discrimination that they have experienced has not had any impact; these practices were categorised as having no influence. the data in table 1 then means that from the 100% of these teachers who claimed that they have experienced some kind of discrimination, 87.1% of these teachers have faced discrimination which has influenced in some negative way. in the following sections, i provide qualitative data which support my argument that the discrimination practices not only influence the teachers’ perceptions of the profession and their self-concepts, but also initiate an array of inequalities which may motivate teachers to obtain more training or quit jobs. feelings of frustration and disappointment. when asked to describe the influence of the discrimination practices that they have experienced, 31 participants claimed that they have felt negative feelings, for example: • vulnerable and mad (participant 3) • unimportant (participants 72, 40 and 69) • underestimated (participant 29) • marginalized (participant 25) exploring the dataset, it was evident that discrimination practices in tesol tend to influence efl teachers’ feelings in a negative way. as suggested in the remainder of this paper, discrimination practices in influencing their feelings compel teachers to make decisions, sometimes seeking for more teacher preparation but in some occasions abandoning the tesol field. the most recurrent negative feeling that 21 participants alleged that they have had when facing discrimination in tesol was ‘frustration’, as shown below. discrimation in the field of tesol garcia-ponce 78 no. 21 it is frustrating to deal with the general perception that an english teacher is less qualified, less knowledgeable about teaching. extract 1. participant 38 frustration that i can anticipate not being treated fairly and being passed over for salary and opportunities for promotion; perceiving white foreigners being better paid and getting promotions despite having lesser qualifications or experience. extract 2. participant 34 they affect me because i consider i have made a great effort to speak and learn english and employers just prefer native speakers. some of them don’t have any qualifications to teach, though. extract 3. participant 17 as can be seen in these three extracts, participants 38, 34 and 17 have felt different discrimination practices which have initiated feelings of frustration. in extract 1, participant 38’s feeling of frustration was motivated by misperceptions of other colleagues concerning english teaching. extracts 2 and 3 show that the feelings of frustration have been motivated by perceived inequalities concerning low salary, race and nativeness. another feeling which was recurrent in the data was ‘disappointment’ as follows. discrimination make me feel disappointed. 1. mentioning that women tend to be more committed than men is [sic] only an opinion. people should not base their decisions on opinions. 2. when in institutions prefer a language certificate over a tesol degree […] i’ve seen people with a ba in tourism getting an english teaching job because their toefl score was slightly higher than people with a ba in tesol. extract 4. participant 43 in extract 4, participant 43 suggests that feelings of disappointment have been initiated by opinions and institutional requirements. in ‘mentioning that women tend to be more committed than men is [sic] only an opinion’, we can see how he has felt discrimination against this male participant because of his gender and thus feelings of disappointment. in ‘institutions prefer a language certificate over a tesol degree’, he has also felt discrimination which again has triggered feelings of disappointment. as evidenced elsewhere (see the author, 2017), it can be seen that discrimination discrimation in the field of tesol garcia-ponce 79 no. 21 practices can be motivated by an array of practices. as shown in extracts 1-4, these practices influence the participants’ feelings which motivate them to see the tesol field and themselves differently, and sometimes at a disadvantage compared to other colleagues. this argument is reinforced by other data which show other feelings of disappointment motivated by perceived inequalities compared to english native speakers. i was disappointed that 9 years of teaching experience were not enough because i was not native speaker, and my accent was not perfect. extract 5. participant 68 it sometimes discourages me to see that the tesol profession in mexico is mostly in the hands of a few, most of them native speakers. however, i also believe that we non-native speakers need to earn our position in a world, which clearly give an unfair advantage to native speakers, by working twice as hard. we need to overcome the stereotypes as well as to fight the oppression of some native speakers which refuse to let the control of tesol. extract 6. participant 34 again, feelings of disappointment can be seen in extracts 5 and 6. in ‘i was not native speaker and my accent was not perfect’ and ‘the tesol profession in mexico is mostly in the hands of a few, most of them native speakers’, participants 68 and 34, respectively, have perceived themselves to be at a disadvantage because of their non-native language status. what these two extracts suggest is that the preference for native speakers still prevails in the tesol field, and this can motivate disappointment in non-native english teachers when compared to native speakers. it is interesting to see in ‘we need to overcome the stereotypes as well as to fight the oppression of some native speakers’ that discrimination, alongside feelings of disappointment, can encourage teachers to perceive the tesol profession differently. the following section shows how the discriminatory acts encourage teachers to have a negative perspective of the tesol profession. negative perspectives on the tesol profession. the data also suggested the participants’ negative perspectives of the tesol profession because of discriminatory practices initiated against them. because of perceived inequalities in the tesol profession, six participants considered the field as “racist”. several reasons were provided by the participants, but these tended to be related to nativeness and race, as follows. discrimation in the field of tesol garcia-ponce 80 no. 21 tesol is a very racist profession, especially at upper institutions. extract 7. participant 34 in mexico, there is no equality for everybody. extract 8. participant 64 because of these perspectives on tesol as a racist field, this appears to have triggered other negative perspectives on the tesol field, as suggested in the extracts below. in mexico we are far from having a real and professional tesol environment. extract 9. participant 36 it makes you think that english teaching in mexico it’s a joke! nobody gets serious about it [the profession]. extract 10. participant 72 as can be seen in these extracts, participants 36 and 72 suggest negative perspectives concerning the field. specifically, in ‘nobody gets serious about it [the profession]’, participant 72 implies a feeling of hopelessness concerning the discrimination he has felt in the field. what is alarming is the possibility that negative perspectives like these may in turn lead efl teachers to question their teaching abilities, practices and choice of profession. this suggestion is supported by the following extracts. it makes me feel my job is worthless or cheap. extract 11. participant 63 it has made me question my choice of career. sometimes i regret being in the tesol field, but it’s too late to change now. extract 12. participant 8 it caused me to question my dedication to teaching. extract 13. participant 25 because of the discrimination that the participants have felt in the mexican tesol profession, this appears to motivate them not only to have negative perspectives concerning the field, but also to question their teaching practices and abilities. in the discrimation in the field of tesol garcia-ponce 81 no. 21 following sections, i provide more evidence which suggest that discrimination in the mexican tesol field has an impact not only on the way efl teachers perceive the field, but also on their perceptions of their self-efficacy as teachers. negative perspectives on teachers’ non-native status as reported in previous studies (llurda, 2005; mora pablo, 2011; moussu & llurda, 2008), discrimination in tesol tends to be initiated by inequalities concerning the language status of teachers, native vs. non-native. it is surprising, yet alarming, that in this study, there was an important number of participants (18) claiming that they have felt some kind of discrimination due to their non-native status, as shown below. i went to a language school looking for a job and they told me that they only hired british native speakers, it did not matter if they were language teachers or not. for them, it was important to be british because it was better for the students’ learning process. extract 14. participant 46 teachers who were native speakers or had completed high school in the us were promoted after a couple of months; the others had to wait to get trained ever for a year. native speakers with little or no experience in tesol are preferred as ideal candidates for a teaching job. extract 15. participant 36 i feel that some mexican learners believe that native speakers of english are better teachers when compared to their mexican counterparts extract 16. participant 76 as shown in extracts 14-16, the participants have felt discrimination against because they have perceived a preference for english native speaking teachers in the labor market. moreover, these extracts suggest that this kind of discrimination can be initiated because of the language (native/non-native) status of teachers, but also their race, implying a disadvantage for those who are not white. in line with this evidence, authors, such as amin (2001) and tang (1997), have argued that teachers who are not white anglo-saxon and do not look like native speakers of english can be subject to racial discrimination when teaching, mainly in english speaking countries. what is surprising is the evidence that this kind of discrimination can be motivated by both administrators or employers (see extracts 14 and 15) and students (extract 16), and the fact that these practices have been documented in other studies which were conducted discrimation in the field of tesol garcia-ponce 82 no. 21 in non-native english speaking countries like mexico (see, for example, the author, 2017; lengeling et al., 2016). as also reported in the studies previously mentioned, the participants suggested that the preference for native speaking teachers resulted in inequalities for obtaining resources or opportunities in the tesol profession. this study was not the exception; five participants stated that the preference for native teachers in their teaching contexts has resulted in limited work-related opportunities, as suggested in extract 17. usually native speakers get promotions, the chance to do more challenging projects or simply they get more holidays (with the excuse of having to travel to other country). extract 17. participant 40 this extract suggests the idea that native english speakers have better teaching opportunities in the tesol field. this study is unable to corroborate if these acts actually happened; however, the recurrent evidence in this study and others suggest that there might be inequalities concerning teaching opportunities for native and non-native teachers. again, these practices seem to have had an impact on the way the teachers perceive the profession and themselves as teachers, as suggested in the following extract. they make you think that they career you are studying has no point because, at the end, they would prefer a native speaker with no ba studies. :( my teaching practice is not affected, but yes, sometimes i doubt of how good is studying a ba if at the end is better just to speak english better than others. extract 18. participant 28 in general, this evidence suggests that administrators and students may prefer native (or) white teachers. the problem is that despite the fact that there is evidence that this preference is perceived as discrimination and position statement against these inequalities, there is growing evidence which suggests that non-native teachers may be perceived by administrators or students as not having the language abilities to teach english compared to native speaking teachers. of course, more needs to be done regarding how non-native teachers are perceived. one possibility would be to raise awareness of this problem which thousands of non-native teachers may be experiencing in language educational contexts. discrimation in the field of tesol garcia-ponce 83 no. 21 negative self-concepts. 11 participants suggested responses which show that discrimination in tesol may have a negative influence on the way they perceive themselves as english teachers and their abilities to teach. this, for example, can be seen in the following extracts: at that time, it made me feel insecure, it really hurts when people don’t believe in you. it made me feel bad, even i doubted about my skills as a teacher. extract 19. participant 46 at the beginning i felt insecure of myself as a teacher, i thought native teachers were better extract 20. participant 77 it makes me feel insecure as a professional and person. extract 21. participant 62 as previously discussed, discriminatory acts in the tesol profession can be influential on teachers’ feelings. these extracts again show that participants 46, 77 and 62 have felt insecure after facing some kind of discrimination in the field. this in turn suggests that discrimination practices may motivate efl teachers to question their teaching abilities, as in ‘even i doubted about my skills as a teacher’ (participant 46), and their self-efficacy in general, as in ‘insecure as a professional and person’ (participant 62). the evidence shown below adds weight to my argument that facing discrimination in the profession may lead teachers to feel ‘teaching insecurity’, a feeling of being at disadvantage and thus perceptions of not being able to teach as expected. sometimes i think i am not really good or enough prepared to teach english, even when i have my certifications, a master’s degree that i studied with a conacyt scholarship. extract 22. participant 9 i realized that in those institutions it was more important to be interesting than to be a good teacher. this made me feel helpless and defeated, since i was not able to compete with younger, single co-workers who would get all the opportunities. extract 23. participant 11 discrimation in the field of tesol garcia-ponce 84 no. 21 so far, we have seen that discrimination in the tesol field can motivate negative feelings and perceptions concerning the tesol profession and their teaching and language abilities. this should not be happening in this era when there is a high demand for english teachers in mexico, and the fact that the number of non-native teachers is increasingly growing worldwide. as we will see in the remainder of this paper, discrimination can also result in work-related inequalities, job abandonment and teachers seeking more teacher training. low salaries, social welfare and funding for research. as a result of the discrimination that the participants have experienced in the mexican tesol field, their responses indicated a range of inequalities regarding access to social welfare, research funding and stricter job requirements. as suggested below, seven participants claimed that as a result of the discrimination against them in the profession, they often obtain low salaries and do not have access to social welfare programmes in mexico. unequal salaries, harder to get a job, increase in favoritism to get promotion. the public sees it as low rated professionals and schools often use payments to hinder teachers forcing them to quit. extract 24. participant 57 well, i have an illness and, although it’s not an impediment to work, i cannot tell the true about it in the school because they won’t give me courses to impart. unfortunately, we are temporary employees, and we don’t count with medical services, we have no rights as workers. our salary is much less than half the base salary, but the obligations are the same, and many times higher. extract 25. participant 69 in extracts 24 and 25, the participants claimed that they often receive lower salaries than other colleagues, as in ‘unequal salaries’ and ‘our salary is much less than half the base salary’, respectively. as previously stated, the study is unable to corroborate if these practices actually happened. however, in general, we can see that the participants’ responses suggest negative perceptions of the profession (‘schools often use payments to hinder teachers forcing them to quit’) and themselves as teachers (‘the public sees it as low rated professionals’). as indicated in extract 25, the participant alleges that in her workplace teachers do not have access to social welfare (‘we are temporary employees, and we don’t count with medical services, we have no rights as workers’). in fact, when teachers are hired to teach per hour (usually short contracts) in mexico, they do not discrimation in the field of tesol garcia-ponce 85 no. 21 often have access to social welfare which is provided by the mexican government. moreover, their responses suggested restrictions not only to better salaries and social welfare, but also to opportunities for research funding, as suggested below. it made me realize that in mexico there is so much support for the scientific areas of study whereas there is so little for the humanities. i see it as a challenge for my teaching practice. extract 26. participant 4 in general, the problem of these practices is that more and more english teachers continue to claim that they have experienced some kind of discrimination, and that this results in fewer opportunities for better teaching conditions and opportunities to grow as teachers and/or researchers. as previously discussed, discrimination in the tesol field can be initiated by students, teacher colleagues and administrators. in the case of administrators, the evidence of this study suggests that sometimes administrators or employers may be aware of motivating discrimination against teachers. this is suggested in the extract 27. now, as a language coordinator, i think i have also practiced discrimination against those colleagues who were looking for an opportunity with the same sentences: do you have any language certification? what level? are [you] an undergraduate or graduate student? in my experience, i had to follow the recommendations given by place 1 in my university, in order to enrol english teachers. extract 27. participant 21 as suggested in extract 27, participant 21 states that he has to “follow the recommendations given by place 1 in my university, in order to enrol english teachers”. based upon this, it is thus possible that discrimination in the tesol profession is also motivated by institutional requirements and philosophies which may compel employers to initiate discriminatory practices, even if they are aware of them. as suggested below, the results of discrimination or the discriminatory acts themselves may have an impact on teachers abandoning their jobs or seeking for further english teacher training as a way to avoid discrimination in the mexican tesol profession. discrimation in the field of tesol garcia-ponce 86 no. 21 job abandonment because of the influence of discrimination in the mexican tesol, some participants (23) mentioned that they have decided to leave their jobs or the profession permanently, as follows. at the beginning, it was hard to accept that [the discriminatory act]. that pushed me to quit that job to find a better place for professional development. extract 28. participant 35 it [discrimination] means you have to keep looking for the right place to work. extract 29. participant 70 as can be seen in these two extracts, because of the influence of the discrimination that they have felt, the two participants state that they decided to quit their former jobs. as suggested in the extracts below, it seems that the influence that discrimination in the profession exerted on the teachers compelled them to abandon the profession. this can be seen in the following extracts. i decided to get a ba on something that might eventually lead me to something completely different than teaching extract 30. participant 49 i have recently been thinking of quitting teaching. if i could earn as well as native speakers do, i wouldn’t think of quitting. extract 31. participant 61 these extracts thus suggest that the discriminatory practices that the participants have experienced in the tesol profession not only had an impact on their feelings and perceptions of the profession, but also compel them to make profession-related decisions, that is, decisions to quit their jobs or abandon the profession permanently. in summary, the evidence presented in this study suggests that the discrimination that the teachers have faced in the mexican tesol field influenced their professional lives in complex ways. this can be from negative feelings; negative perceptions of the field; limited teaching, medical and research opportunities; and abandonment of their language teaching jobs or profession. all in all, this evidence has provided new insights into the influence of discrimination of tesol on the teachers’ professional lives. discrimation in the field of tesol garcia-ponce 87 no. 21 conclusions the present study explored how discrimination in tesol impacts on efl teachers’ feelings, perceptions regarding the tesol profession. the present study was conducted with the intention of 1) documenting these practices and how they negatively influence the teachers’ perceptions and decisions, and 2) reaching more and more people to take a more agentive role against discrimination practices in the field of tesol in mexico. as evident in the perceptual data, 78 mexican professionals have experienced some kind of discrimination in the tesol profession. as suggested in their responses in the web-based questionnaire, the discrimination that they have experienced has significantly influenced their feelings, perceptions of the profession, and their decision making concerning their professions. some inequalities were also mentioned by the participants as a result of the discrimination that they claimed to have experienced. these were related to salaries, medical care and research opportunities. as a result of the influence of the discriminatory practices, the participants stated that they have decided to abandon their jobs or the teaching profession permanently. throughout this article, the data were carefully treated because the study was unable to corroborate if these discriminatory practices and inequalities actually happened in practice; however, the growing evidence presented here and in previous studies suggest the possibility that a high number of efl teachers in our country continue to face inequalities which put them at a disadvantage. the above evidence calls for effective strategies to eradicate discrimination in our field because, as shown in this paper, a growing number of efl teachers continue to claim that they have felt some kind of discrimination which has impacted in negative ways. it is thus important to continue raising awareness among the tesol community which involves students, teachers, administrators and employers. one possibility would be to inform the education community of these practices, or invite them to participate in workshops whose objectives are to eradicate discrimination practices in tesol. of course, more needs to be done to reach those people who intentionally or unintentionally initiate discrimination against english teachers. there is also a need to conduct further research. it would be helpful to carry out research projects which seek to understand discriminatory acts in tesol and, based on the findings, formulate strategies which are sensitive to teaching and learning contexts. however, the present study has gone some way towards gaining further understanding of the discriminatory acts that professionals experience within tesol in mexico. it is hoped that this study raises awareness of the disadvantageous realities of mexican teachers which may also be similar or different to other contexts in our profession. discrimation in the field of tesol garcia-ponce 88 no. 21 references amin, n. 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(2013). looking for native speakers of english: discrimination in english language teaching job advertisements. voices in asia journal, 1(1), 72–81. http://www.voiceinasiajournal.com/images/pdf/vol1/ file_9__viaj_1.1._mahboob_and_golden_pp._72-81.pdf mickelson, r. a. (2003). when are racial disparities in education the result of racial discrimination? a social science perspective. teachers college record, 105(6), 1052-1086. http://dx.doi.org/10.1111/1467-9620.00277 discrimation in the field of tesol garcia-ponce 89 no. 21 mora pablo, i. (2011). the “native speaker” spin: the construction of the english teacher at a language department of a university in mexico. unpublished doctoral thesis of canterbury christ church university. moussu, l. & llurda, e. (2008). non-native english-speaking english language teachers: history and research. language teaching, 41(3), 315-348. ruecker, t., & ives, l. (2014). white native english speakers needed: the rhetorical construction of privilege in online teacher recruitment spaces. tesol quarterly, 49(4), 733-756. https://doi.org/10.1002/tesq.195 selvi, a. f. (2014). myths and misconceptions about nonnative english speakers in the tesol (nnest) movement. tesol journal, 5, 573–611. doi: http://dx.doi. org/10.1002/tesj.158 tang, c. (1997). on the power and status of nonnative esl teachers. tesol quarterly, 31(3), 577-580. tesol (2016). position statement opposing discrimination. retrieved from: http:// www.tesol.org/docs/default-source/advocacy/tesol-position-statement-opposingdiscrimination.pdf the author (2017). wright, k.b. (2005). researching internet-based populations: advantages and disadvantages of online survey research, online questionnaire authoring software packages, and web survey services. journal of computer-mediated communication, 10(3). https://doi.org/10.1111/j.1083-6101.2005.tb00259.x author * edgar emmanuell garcia ponce phd in english language teaching and applied linguistics (university of birmingham, uk), currently works in the department of languages at the university of guanajuato. his research interests are classroom interactions and teacher cognitions. he has recently worked on projects funded by the british council. he is a member the sistema nacional de investigadores, and coordinates the ba in elt at the universidad de guanajuato orcid: https://orcid.org/0000-0002-5414-3862 how to reference this article: garcia-ponce, e. e. (2020). influence of discrimination in the field of tesol: perspectives of mexican efl teachers. gist – education and learning research journal, 21, 69-89. https://doi.org/10.26817/16925777.837 discrimation in the field of tesol garcia-ponce a comparative linguistic analysis of english and spanish phonological system1 un análisis lingüístico comparativo del sistema fonológico del inglés y el español juan carlos silva valencia2 technical university of ambato, ecuador 1 received: january 22nd, 2022 / accepted: november 30th, 2022 2 silvajuancarlos3@gmail.com gist education and learning research journal. issn 1692-5777. no. 25 (july december, 2025). pp. 139-155. effects of transactional distance perceptions on efl students’ motivation 140 no. 25 abstract this paper analyzes a few significant differences between spanish and english in relation to phonological patterns. first, a short introduction is given about these two languages, and it is briefly explained in what linguistic aspects they are similar or different. then, each of these linguistic features is analyzed in detail, clearly establishing the differences existing between spanish and english. the specific phonological features that are addressed on this academic paper are vowel and consonant phonemes, diphthongs and triphthongs, as well as word and sentence stress. furthermore, several pronunciation difficulties for spanish speakers are discussed. finally, some didactic implications are considered so that teachers can help their students of either language learn the second one considering important linguistic features. keywords: spanish, english, vowel and consonant phonemes, word and sentence stress, pronunciation difficulties, didactic implications. resumen este artículo analiza algunas diferencias significativas entre el español y el inglés en relación con los patrones fonológicos. en primer lugar, se hace una breve introducción sobre estos dos idiomas y se explica brevemente en qué aspectos lingüísticos son similares o diferentes. a continuación, se analiza en detalle cada uno de estos rasgos lingüísticos, estableciendo claramente las diferencias existentes entre el español y el inglés. las características fonológicas específicas que se abordan en este artículo académico son los fonemas vocales y consonantes, diptongos y triptongos, así como el acento de sílabas y oraciones. además, se discuten varias dificultades de pronunciación para hispanohablantes. finalmente, se consideran algunas implicaciones didácticas para que los profesores puedan ayudar a sus alumnos de cualquiera de los dos idiomas a aprender el segundo considerando características lingüísticas importantes. palabras claves: español, inglés, fonemas vocales y consonantes, acentuación de palabras y oraciones, dificultades de pronunciación, implicaciones didácticas. a comparative linguistic analysis of english and spanish phonological system silva 141 no. 25 resumo: este artigo analisa algumas diferenças significativas entre o espanhol e o inglês em relação com os padrões fonológicos. em primeiro lugar, faz-se uma breve introdução sobre estes dois idiomas e explica-se brevemente em que aspectos linguísticos são similares ou diferentes. a continuação, analisa-se em detalhe cada uma destas características linguísticas, estabelecendo claramente as diferenças existentes entre o espanhol e o inglês. as características fonológicas específicas que se tratam neste artigo académico são os fonemas vocais e consoantes, ditongos e tritongos, bem como o acento de sílabas e orações. além disso, discutem-se várias dificuldades de pronunciação para hispano-falantes. finalmente, consideram-se algumas implicações didáticas para que os professores possam ajudar seus alunos de qualquer um dos dois idiomas a aprender o segundo, considerando características linguísticas importantes. palavras chaves: espanhol, inglês, fonemas vocais e consoantes, acentuação de palavras e orações, dificuldades de pronunciação, implicações didáticas. a brief review describing my professional opinion about the paper the current paper i have written has a significant impact on the teaching and learning of both target languages, which are spanish and english. teachers and students ought to be aware of the main phonological differences existing between these languages so that the teaching-learning process regarding pronunciation can take place smoothly. being conscious of features such as vowel and consonant phonemes, diphthongs and triphthongs, word and sentence stress and identifying common pronunciation difficulties will definitely facilitate learning. teachers can easily and smartly address those problems by using some meaningful and practical techniques so that students can hone their pronunciation. therefore, the content of this paper will positively contribute to those who are teaching or learning spanish and english as a foreign or second language. a comparative linguistic analysis of english and spanish phonological system silva 142 no. 25 introduction l earning english as a foreign or second language (efl/esl) involves, just like spanish or any other language, the development of the four fundamental skills, which are reading, listening, writing and speaking as well as grammar, discourse, lexis and phonology. uribe, fuentes, vargas, and rey (2019) state that in communication, that is, when learners apply their speaking skill, the phonological system plays an important role. pronunciation defines how comprehensible ideas are so that their interlocutors can understand them smoothly. therefore, to convey a clear message, it is fundamental to have good pronunciation. however, mastering appropriate english pronunciation can represent a big problem for efl or esl learners since there are several factors that generate obstacles when learning pronunciation. but naturally, that does not only happen with english, but with other languages as well. if we take, as an example, english and spanish native speakers, trying to learn these languages as a second or foreign language, it will definitely cause a problem in several areas, but especially in pronunciation because the phonological system of each language works differently. now, english and spanish languages, at first sight, may seem to have quite similar phonological features; but this is not necessarily true. even though the alphabet is nearly the same in both languages, there are extreme differences in pronunciation. shoebottom (2017) states that the phonological system of english differs a lot from that of spanish, especially in several significant aspects such as vowel and consonant sounds as well as syllable and sentence stress. as a result, for english speakers, trying to learn to speak spanish, at times may not be such an easy task to do because there are certain sounds that they do not have in their mother tongue. similarly, for spanish speakers, it becomes quite complicated to acquire english as a second or foreign language due to the complexity of pronunciation of words in l2. but differentiated phonemes are not the only factor that students must be aware of at the moment of learning proper pronunciation in the target language, syllable and sentence stress also play a significant role when dealing with phonological patterns. comparing and contrasting the phonological systems of both languages will allow them to have a better panorama of which these differences are that seem to make learning more difficult or easy for some language learners. this paper will, therefore, present some of these differentiated phonological aspects that are extremely influential when learning either language: spanish or english. a comparative linguistic analysis of english and spanish phonological system silva 143 no. 25 literature review vowel phonemes first, let us compare the number of vowels found in each language. on the one hand, according to shoebottom (2017), there are only 5 pure vowels in spanish, where the length of the vowel is not meaningful when differentiating between words. these vowel sounds are: a (paso), e (peso), i (piso), o (poso), u (puso). on the other hand, there are 12 pure or basic vowel sounds in standard english, being the following: iː (sheep), ɪ (ship), e (pet), æ (cat), ʌ (sun), ɑː (father), ɒ (dog), ɔ (all), ʊ (put), uː (soon), ɜː (bird), and ə (the). as just seen above, the number of pure vowel sounds in english is significantly higher than the ones in spanish, and that is one of the salient reasons why spanish speakers frequently find it grueling to produce all english vowel sounds properly. now, let us notice that the number of english vowel sounds shown above is only referring to the basic ones; if we consider the variations coming from those pure sounds, we can get more. if we start from saying that english vowel sounds can be divided into several categories: monophthongs (short and long vowels) diphthongs, triphthongs, vowels before historical r, and weak vowels. according to wood (2019), the number of vowel sounds in english depends upon the variety of english we are talking about. although, in the written alphabet of both target languages (english and spanish) there exist 5 vowel letters (a, e, i, o, u), in spoken english the case is different. generally speaking, there are approximately 20 distinct vowel phonemes in english. but, as mentioned above, the exact number of this type of sound will vary according to the english accent we are talking about. ballester (2015) also suggests that the exact number of these sounds usually depends on the manner the system is analyzed. equally, their sound qualities may vary significantly from accent to accent. to give an example, the american english vowel sounds are evidently different from those of british or australian. however, this is not the case of spanish vowel sounds as they are clearly differentiated in pronunciation. so, if we consider the standard southern british english, the number of vowel phonemes is 19, being these: /ɪ/ (sit), /e/ (dress), /æ/ (trap), /ʌ/ (strut), /ɒ/ (lot), /ʊ/ (foot), /iː/ (sea), /ɔː/ (north), /uː/ (goose), /ɑː/ (palm), /aɪ/ ( price), /eɪ/ (face), /ɔɪ/ (choice), /aʊ/ (brown), /əʊ/ (boat), /ɪə/ (near), /ɛː/ (square), /ɜː/ (nurse), and /ə/ (about). however, the total number of vowels in general american english is 21 and those are the following: /ɪ/ (myth), /ɛ/ (bread), /æ/ (cat),/ʌ/ (son), /ʊ/ (took), /iː/ (people), / ɑː/ (watch), /uː/ tuna), /aɪ/ (try), /eɪ/ (say), /ɔɪ/ (noise), /aʊ/ (noun), /oʊ/ (slow), /ɪr/ (clear), /ɛr/ (fair), /ɔr/ (four), /ɑr/ (car), /ʊr/ (ensure), /ɝ/ (mercy), /ɚ/ (feather), and /ə/ (common). as it is clearly seen, one important detail to mention is that some of the phonetic symbols also change from british english to american english. now, considering the numerous vowel sounds found in english, it is now understandable why it is extremely difficult for spanish speakers to learn to differentiate a comparative linguistic analysis of english and spanish phonological system silva 144 no. 25 among all those phonemes. shoebottom (2017) states that some typical problems entail the failure to differentiate between sounds in words such as sit/seat, cat/cut, fast/first, etc. in the first illustration, for example, students may not be able to easily differ the short /ɪ/ from the long / iː/. normally, english learners, whose mother tongue is spanish, struggle a lot with such differentiated sounds since in their mother tongue there is only the phoneme /ɪ/ not the long / iː/. consequently, dealing with minimal pairs, especially beginner or basic levels, is quite challenging for them. in spanish, though, learning minimal pairs is not as hard as in english because the vowel sounds are quite different from each other. diphthongs and triphthongs with regards to diphthongs, which is the combination of two vowel sounds, according to vizental (2008), there are 8 diphthongs in english, and these are divided into 2 types of sounds (considering the position of the speech organs): closing and opening diphthongs. in closing diphthongs (ei, ai, ɔi, au, əu), the nucleus is more open than the glide, whereas in opening diphthongs (iə, εə, uə), the vowel is closer than the glide. in spanish, however, diphthongs, which can be rising or falling. rising diphthongs entail a semivowel + a full vowel (ia, ie, io, ua, ue, uo, iu, ui). in contrast, falling diphthongs consist of the opposite sequence (ai, au, ei, eu, oi, ou), giving a total number of 14 diphthongs in this language (garita & maría gonzález, 2019). in relation to the number of triphthongs, which refers to a combination of three vowel sounds in one syllable, ballester (2015) states that there are 5 in english, being these: /eɪǝ/ (player), /aɪǝ/ (fire), /ɔɪǝ/ (soya), /ǝuǝ/ (lower) and /aʊǝ/ (hour). basically, as seen above, all triphthongs combine a diphthong and the schwa sound /ǝ/. nonetheless, triphthongs are uncommon in spanish. salcedo (2010) states that they may emerge in strange noun forms such as buey and huey. likewise, they might appear in the second person plural form of the verbs, which is in the vosotros endings such as limpiéis. consonant phonemes interestingly, there are numerous differences between the consonants in english and spanish. vizental (2008) contends that, according to phoneticians, there are 24 consonant phonemes in english, and they are grouped as plosive, affricate, fricative, nasal, and lateral consonants. in spanish, however, salcedo (2010) says that most american spanish dialects have 19 consonant phonemes, and they are classified as stops, slit fricatives, groove fricatives, affricates, nasals, laterals, and tap consonants based upon the manners of articulation. a comparative linguistic analysis of english and spanish phonological system silva 145 no. 25 frederi (2005) points out that there are 15 phonemes that happen in both languages, but 5 from these only occur in spanish, and 9 only in english. some of the phonemes that occur in both languages can be “ch” and “sh”. even though these are different phonemes in english, in spanish, these sounds may be pronounced interchangeably in the same word whose meaning will not be changed. this can be done in the word chimenea, where students might say “chimenea” or “shimenea”. evidently, something like this cannot happen in english because the meaning would be totally different. for example, in the words cheap and sheep, it is not possible to pronounce these sounds interchangeably because they are referring to two different things. the same happens with the letters “v” and “b”. although in english these are different phonemes, in spanish, depending on the dialect, both consonants appear in written words, but people usually pronounce these two phonemes as “b”. for instance, the word vaca (cow) sounds like baca. as mentioned above, there are certain consonant sounds that only occur in spanish, but not in english (frederi, 2005). for example, the trilled “rr”, a phoneme which can be heard in words such as carro meaning car and pero which is the conjunction but. evlampieff (2017) posits that this is one of the typical phonemes english speakers find quite challenging to correctly pronounce in order to have a proper spanish accent. if the phoneme is not correctly pronounced, the meaning of the word will be totally different from the one intended. another phoneme that exists only in spanish, but not in english is “ñ” as in baño to say bathroom. english speakers at first might be unclear about how to pronounce this consonant, however, paying attention to the phoneme “jə” as in the word canyon, they can become successful in producing this phoneme accurately. the consonant sound “ll” as in lluvia meaning rain may also be complicated to pronounce for english speakers. what they can do to properly pronounce this sound is focus on their sound “ʒ” as in the word genre. this phoneme resembles the one in spanish “ll” and can facilitate learning its proper pronunciation. similarly, there are consonant phonemes that only occur in english but not in spanish. whitley (2002) states that there are unshared consonants in these two languages. for example, “ð” is in father, appears in english, but not in spanish. nonetheless, learning to produce this phoneme does not really seem extremely difficult for spanish speakers because they can merely connect “ð” to the sound “d” as in día meaning day or use “t” instead of /θ/in the word thank. another phoneme existing in english, but not in spanish is “dʒ” as in jungle. yet, the closest spanish sound that resembles “dʒ” is “ll” as in llorar meaning cry. to some extent, these two consonant phonemes may sound pretty much the same and students might not be able to clearly identify the difference in pronunciation unless they are carefully explained about the manner of articulation of each sound. whitley (2002) also mentions that the english phoneme “ŋ” as in king does not exist in spanish. still, spanish speakers might focus on the phoneme “g” as in gato meaning cat to try to produce the phoneme “ŋ” at the end of an english word. a comparative linguistic analysis of english and spanish phonological system silva 146 no. 25 word and sentence stress frederi (2005) states that spanish is a syllabic language. he explains that each syllable in this language has the same duration regardless of where the stress falls in the word. usually, this is one of the main reasons for several english speakers to assume that spanish speakers are “rapid” talkers. this responds to the fluent manner syllables are pronounced in spanish. english, on the other hand, is characterized by having an accentual rhythm of speech. in other words, the accented syllables in a word tend to have a longer duration in comparison to the unaccented ones. for instance, in the word banana in english, the first and last syllables are pronounced very quickly because they have the unstressed schwa phoneme /ə/ while the second syllable is stressed as it has the phoneme /æ/. taking the same word in spanish, all the three syllables have the same duration and stress, and of course, the schwa phoneme /ə/ does not exist in this language. with regards to this phoneme, shemesh (2012) indicates that there are 3 types of stress in english being these primary, secondary, and weak, which is the schwa sound. she goes on to explain that the primary stress is always longer, louder, and higher on pitch. for instance, in the word tomorrow, the first syllable sound “tə” has a weak stress, /mɒr/ has a primary stress, and /əʊ/ has a secondary stress. in spanish though, there are only 2 two types of stress: primary and secondary, no matter how many syllables there are in a word. taking the same example, mañana, which is “tomorrow”, the syllable “ña” has a primary stress, while the other two syllables “ma” and “na” have a secondary stress. another noticeable difference between these two languages is the use of a dash representing an orthographic sign that goes on the vowel of the stressed syllable, which is found in various cases of spanish words (lavandeira, 2015). this dash clearly suggests what syllable must be stressed in the word, and depending on the utterance, the meaning will change. for example, tomate without this accentual dash means “tomato” in english; with the orthographic sign though, tómate, the meaning of the word changes to the imperative form of verb take conjugated in the second singular person. this orthographic sign does not appear in english words; hence, it becomes more complicated for spanish speakers to know what syllable is the one which has to be stressed in an english word. this is one of the reasons why english learners sometimes have trouble accentuating the right syllable in certain words. for example, beginner english students might accentuate the syllable “ti” in the word “article” because the word in spanish is artículo, being “tí” the accented syllable with the orthographic sign. another example would be the word helicóptero, where “có” is stressed; as a result, students might think that in english, the right syllable to accentuate is not “co” in helicopter, but first one “he”. hence, this linguistic detail might cause confusion to spanish speakers with regards to learning to accentuate syllables in english. for people who are learning to speak spanish though, the orthographic sign can facilitate their learning as this dash explicitly tells them what syllable they are supposed to stress in a word. a comparative linguistic analysis of english and spanish phonological system silva 147 no. 25 with regards to sentence stress, ballester (2015) points out that the relative stress of words in a sentence relies on their relative importance. in other words, the more significant a word is in a sentence, the stronger it will be stressed. these content words include nouns, adjectives, main verbs, and adverbs. this linguistic detail is found in both languages: spanish and english; nonetheless, having a longer duration in content words of a sentence does not occur in spanish. let us take the example of a complete sentence: “we stayed there for a while”, there are two accented areas of stress and as opposed to the other sounds in this statement, they have a slightly longer duration. this phonological phenomenon would not take place in spanish even if the same sentence were translated into this language (frederi, 2005). “permanecimos ahí por un tiempo” does not have any special longer accented area of stress that stands out from the other sounds in the sentence. indeed, the primary stress occurs in the syllables “ci”, “hí” and “tiem”, but this does not mean that the syllable sound is going to be longer as it happens in english. therefore, accentual rhythm of speech would never take place in spanish unless this were deliberately done to emphasize something like the message to be delivered or proper articulation of the syllable being accentuated. pronunciation difficulties for spanish speakers undoubtedly, one of the biggest challenges for spanish speakers when learning english as a foreign language is pronunciation. afonso (2021) explains that they usually struggle to make certain sounds in english which are not found in their mother tongue. for example, they generally have trouble with these sounds /ɪ/ /iː/ /æ/ /ʌ/ /ɜː/ /ɛː/ /ə/ /ʊ/ /w/. for example, spanish speakers find it hard to say feel and fill accurately as in their mother tongue they only have the short /ɪ/, not the long vowel sound. the same happens with /æ/, /ʌ/ and /ɑː/ which correspond to spanish /a/ so spanish native speakers struggle with these 3 different sounds. as a result, they will say these 3 words, for example, bad, but and bar in the same way with the sound / ɑː/. besides vowel sounds, spanish speakers also have issues with several consonant sounds. uribe, fuentes, vargas, and rey (2019) state that typically, it is hard for them to produce certain sounds like /ŋ/ /dʒ/ /ʒ/ /ð/ /θ/ /z/. it is common to hear learners using the /t/sound instead of /θ/ in words like thanks or through, /s/ sound instead of /z/ in words such as is or zoo and the /g/ sound as in good in words like wood or would. these authors also point out that regarding phonological differences between english and spanish, some phonemes in these languages are done in a different manner and place of articulation. for instance, the phoneme /r/ is vibrant alveolar in spanish, whereas in english, it is approximant post-alveolar. as a result, the speech organs of the spanish speakers who are learning english have to be adjusted to the exact english articulation movements so that the phonemes are produced appropriately. another a comparative linguistic analysis of english and spanish phonological system silva 148 no. 25 case is the phonemes /d/ and /t/. in english, these sounds are produced by touching the tip of the tongue against the upper gumline. in spanish, however, these sounds are made by touching the blade of your tongue (just behind the tip) to this same position. another difficulty spanish speakers have in pronunciation is word stress. darren (2020) posits that in english, vowels are eaten. he explains that both of these languages have cognates, which are words that have the same origin. when these cognates are pronounced, however, the sound of certain phonemes change. for instance, in spanish, vowels are normally produced more completely; meanwhile in english, they are usually reduced to the “schwa” sound /ə/. this occurs in syllables that are not stressed. a few examples of these cognates are: color, which in english it sounds like “colr”, but in spanish it sounds exactly as the way it is written. another example can be the word normal, which in english the sound goes like “norml”, but in spanish it also sounds the way it is written. cognates can also lead to mispronunciation of certain phonemes of some particular words in english. likewise, spanish spelling has a big influence on english pronunciation. (afonso, 2021) explains that spelling and pronunciation are very strongly associated in spanish, so beginning students commonly pronounce english words in the same way they are written, letter by letter. here we are also talking about l1 interference since their mother tongue negatively influences the way they read english. there are some common words spanish speakers mispronounce. for example, mother /moder/, money /moneɪ/, chocolate /tʃokoleɪt/, friend /frɪend/. but they also have problems identifying letters or sounds which are silent in english, so it is hard for them to identify and memorize which phonemes do not sound in english. some typical examples are answer, island, honest, palm, climb, knife among other words. moreover, some spanish speakers tend to drop consonant sounds at the end of words. moore (2020) points out that this usually happens in words like “breakfast”, and learners just say “brekfas”. another example is when they say mine trying to say mind, or tex instead of text. but this also occurs when they have to say the plural form of certain words. for example, in sentences they only say sentence, or task instead of tasks. another mistake they make in pronunciation is when they have to use the past of some regular verbs and they don’t add the phoneme /d/ in verbs like loved, decided, created, changed, etc. they say these verbs as if they were in the present tense. now, spanish speakers not only tend to drop consonant sounds at the end of terms, but they also tend to add the sound /e/ at the beginning of some words starting with ‘s’ and a consonant. some typical examples happen in these words: street as ‘estreet’, school as ‘eschool’, strict as ‘strict’, and some others. according to moore (2020), this occurs because words in spanish do not normally start with a consonant cluster. therefore, sounds like /sp/, /st/, /sk/, /sl/, /sm/ do not exist in spanish and they will always have a vowel sound before. for example, esperar, estado, esmero, etc. a good way to correct a comparative linguistic analysis of english and spanish phonological system silva 149 no. 25 this pronunciation mistake in learners is to practice saying ‘ssssss’ several times before actually saying the word which starts with /s/. didactic implications unquestionably, learning to properly articulate and produce the target phoneme in either language (english or spanish), at times, might not be very straightforward to carry out. however, it is the teacher’s responsibility to give students the necessary linguistic tools so that they become successful in pronouncing well the vowel, consonant, or syllabic sounds in the language they are learning. but in order to be able to accomplish this, students need to know the correct position of their mouth, tongue, lips and other speech organs when learning to articulate new phonemes. frederi (2005) points out that when language teachers are working with bilingual students, it is essential to know about common articulation rules as well as patterns of speech of the learners’ language. being aware of these linguistic factors helps the language instructor better appreciate the phonological differences of these two languages, but more importantly, how to take advantage of these variances to smoothly teach the students the second or foreign language, which in this case would be spanish or english. similarly, it is important and beneficial for students to work with minimal pairs since working with words, whose meaning and pronunciation differ from one sound, allows them to practice using correct pronunciation for each pair of words. tursunkulova & juraboyeva (2021) point out that minimal pairs offer great benefits when teaching and learning pronunciation of another language. they help students overcome their difficulties in pronunciation. working with two words at the same time, where only one phoneme is different in each word, helps students’ identity and learn proper articulation of sounds of each phoneme as they can contrast two nearly alike sounds. likewise, nordquist (2017) agrees that minimal pairs serve as linguistic tools which permit to indicate that two sounds are contrastive. he also claims that a minimal pair is the easiest and clearest manner to recognize phonemes in a language. yule (2010) also suggests that minimal pairs allow students to develop their capacity to comprehend the distinction in meaning based upon the minimal sound contrast. hence, these pairs of words help students practice and differentiate common bewildering sounds like /s/ and /z/, /tʃ/ and /ʃ/, /iː/ and /ɪ/ among other phonemes in english. when learning spanish, minimal pairs also help distinguish consonant and vowel sounds such as in words like poca and foca, diga and digo, fuerte and suerte, etc. having several repetition exercises is another key factor that greatly contributes to model and obtain proper pronunciation of such complicated sounds in either language, a comparative linguistic analysis of english and spanish phonological system silva 150 no. 25 spanish or english (ballester, 2015). students should have as many opportunities as possible to practice listening to words, and then repeating them right after the word heard because the more they repeat, the faster they will learn to accurately pronounce the new utterances. but it is essential that language teachers wisely correct students’ mispronunciation on time by using appropriate techniques to avoid making students feel frustrated or demotivated because of having too much correction. according to thornbury (2005), repetition and drilling is generally seen as an advantage when learning correct pronunciation of new items because it develops articulatory control over language. in other words, drilling allows proper articulation of sounds because the organs of speech production take the right position in order to properly say the utterances intended. but drilling is also seen as a fluency-enhancing technique because it does not only improve correct pronunciation of chunks but also speaking in a more natural manner without hesitation. so, the teacher should model correct pronunciation of the target words by having choral drilling, that is, asking all the students to repeat the words at the same time, and individual drilling, which means asking individual students at random to repeat the words to check and correct pronunciation. but error correction ought to be used wisely and appropriately. gumbaridze (2012) argues that one type of error correction cannot always be seen as the only primary method for all types of learners because for some students it can be motivating while for others it might be discouraging. indeed, it is necessary to have many drilling exercises to enhance and perfect pronunciation of words, but it is also crucial to correct students’ mistakes in a proper way utilizing different appropriate strategies that do not hinder learners from speaking the language. thus, constant repetition exercises help optimize pronunciation and avoid having fossilization mistakes, but the teacher should be cautious and sensible in the way they correct learners’ inappropriate articulation of sounds. there are many other activities that can be applied in the classroom to model proper pronunciation of words, phrases and complete sentences. for example, to practice pronunciation of words, the technique “odd one out” is useful. tursunkulova & juraboyeva (2021) points out that this activity can make any pronunciation rules more memorable for learners. the idea is to choose some similar words in terms of pronunciation or their meaning. for instance, leap, tea, sea, great, etc. and students are supposed to choose the word, which is different from the group, which in this case is great. this activity can be done either as a reading exercise, where learners can read the words to themselves aloud and then identify the target sounds in the written words or as a listening exercise, where the teacher reads the words and the student just chooses the odd one out. the activity “reading out-loud” is another great tool to rehearse pronunciation. uribe, fuentes, vargas, & rey (2019) postulate that this technique has been a comparative linguistic analysis of english and spanish phonological system silva 151 no. 25 implemented in l2 teaching so that student’s oral production can be enhanced. this activity offers several advantages. it not only improves pronunciation of individual words, but it also fosters fluency so that students can speak faster in a natural way. moreover, it helps learners to improve word and sentence stress as well as intonation patterns. naturally, this helps the teacher identify pronunciation mistakes and correct those errors afterwards. the teachers’ role is extremely important in this exercise since if they do not model proper pronunciation of words, phrases, or even sentences, the students will continue making the same mistakes and those will become fossilized. thornbury (2005) also suggests using this technique as it has the advantage of providing a safe framework within which students can concentrate on lower-level features of speaking, such as pronunciation, stress and intonation. so, it is helpful if learners first mark onto their script the main stressed words and then divide each word or expression into meaningful chunks. this will allow them to sound more natural, accurate and fluent when speaking the target language. this author also recommends using chants in the classroom because they represent a more playful way of practicing repetition and drilling of chunks. thornbury (2005) states, “because they are contextualized, the chunks in chants may in fact be more memorable than in standard drills” (p. 66). in order to work best, the chants ought to include repeated examples of short, multi-word series, and should also have a constant rhythm. once learners have heard the chant a couple of times, learners can try to reconstruct it in a written version, before they chant it in unison. teachers can also ask students to mark the main stressed words to practice sentence stress. if tough utterances are included or found in the chant, they can be modeled in an isolated way and have learners repeat them a few times until correct pronunciation is heard. there are many other activities that can be done when teaching both languages to improve the learner’s pronunciation. afonso (2021) suggests several famous techniques that teachers can apply in the classroom. for example, the phoneme race where the class is first divided into two teams and the teacher jots down some phonetic symbols on the board. these will be pronounced for students to listen to. then he will write words on cards and the learners from each group have to run towards the teacher to obtain a card. later, each team needs to identify the phoneme of the word pronounced, write it down on the back of the card and then run back to the teacher. if the word written is correct, that group is given another card. in the end, the group that has accumulated the most cards is the winner. afonso (2021) also recommends playing the game chinese whispers where learners sit in a circle. the instructor displays one of the students a symbol and he has to whisper it to the next student. the next student whispers the symbol he heard to the next student and so on until the last learner gets that symbol. they should say the sound of that symbol to compare with the original one given to the first student. now, this technique can be used not only symbols, but words, phrases or even sentences. it a comparative linguistic analysis of english and spanish phonological system silva 152 no. 25 all depends on what the teacher wants students to practice such as pronunciation of individual utterances, intonation, word or sentence stress. another useful technique to improve students’ pronunciation in either language, spanish or english, is using dictionaries. this activity works well if students are teenagers and adults whose level of english is at least (pre) intermediate and who have a good understanding of the phonetic alphabet. the teacher selects five words and at the same time they are phonetically transcribed. individually or in pairs, they are required to write the corresponding word. then learners exchange papers with another pupil or pair and are asked to check whether they have done it correctly. the winner is that learner or pair of students who got it right. for students whose level of english is more basic or have no good domain of the phonetic alphabet, audio dictionaries can be used. the idea is that the teacher plays the audio of the word/s that need to be practiced and then students are asked to listen and repeat. listening to the correct pronunciation provided by the dictionary can significantly help improve students’ pronunciation. the teacher can even foster autonomous learning by encouraging learners to visit an online audio dictionary or download a complete one such as cambridge, oxford, longman, etc. so that they can check the correct pronunciation of any word that they want to practice. dictionaries with audio are such great tools to learn and improve pronunciation. but eventually, learning to read the phonemic charts is extremely important and beneficial because students will know exactly how to pronounce each symbol and consequently how to pronounce words correctly. so, language teachers should gradually incorporate pronunciation lessons along with the phonemic chart to help their students to improve this speaking sub-skill. conclusions to sum up, there are a few similarities between spanish and english regarding their phonological system, but there are more differences encountered between these two languages. in this paper, it was seen that even though several phonemes and a few other phonological patterns such as vowel and consonant sounds, diphthongs, triphthongs, word and sentence stress occur in both languages, the number of distinctive features between them is not the same. for example, considering the numbers of sounds mentioned above, it is concluded that english has a total of 44 phonemes, whereas spanish has only 24 phonemes. another difference is that english has an accentual rhythm of speech, where some syllables are longer than others, while in spanish certain syllables are stressed, but they do not have longer duration. finally, teachers need to take into consideration several factors when teaching about pronunciation to their students so that words are properly pronounced in either target language they are a comparative linguistic analysis of english and spanish phonological system silva 153 no. 25 learning. there are a variety of strategies and techniques such as the ones mentioned above that teachers can employ to help their learners improve their speaking skills, particularly pronunciation, intonation, proper word and sentence stress. a comparative linguistic 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(2005). how to teach speaking. harlow: pearson. a comparative linguistic analysis of english and spanish phonological system silva 155 no. 25 uribe, o., fuentes, s., vargas, k., & ray, a. (2019). problematic phonemes for spanish speakers’ learners of english. gist education and learning research journal, 215238. trong, l. (2010). teaching english discrete sounds through minimal pairs. journal of language teaching and research, 540-561. tursunkulova, k., & juraboyeva, g. (2021). the strategies, techniques, and activities to teach english pronunciation with minimal pair sounds technique. international journal of academic pedagogical research, 140-142. uribe, o., fuentes, s., vargas, k., & rey, a. (2019). problematic phonemes for spanish speakers’ learners of english. gist education and learning research journal, 215238. vizental, a. (2008). phonetics and phonology: an introduction. aurel vlaicu. whitley, s. (2002). spanish/english contrasts a course in spanish linguistics. washington dc: georgetown university press. wood, s. (2019). how many vowel sounds does english have? retrieved from babble magazine: https://www.babbel.com/en/magazine/english-vowel-sounds/ yule, g. (2010). the study of language. new york: cambridge university press. author: juan carlos silva valencia has a bachelor’s degree of science in english education and a master’s degree in tefl. in addition, he has completed multiple courses to obtain several international certificates such as tkt, tefl, celta and tesol. likewise, he has received numerous national qualifications in language teaching methodology. moreover, he has more than 10 years of teaching experience and has worked at several institutions of both secondary and higher education. currently, he works as an english teacher at the technical university of ambato. he is deeply interested in several academic fields like linguistics, specifically phonology, language teaching methodology, and digital learning orcid: https://orcid.org/0000-0001-7127-3709 a comparative linguistic analysis of english and spanish phonological system silva how to reference this article: silva valencia, j. c. a comparative linguistic analysis of english and spanish phonological system . gist – education and learning research journal, 25. https://doi.org/10.26817/16925777.1152 situating local literacies at the core of elt curriculum in higher education1 las literacidades locales situadas al centro del currículo de inglés en la educación superior yuly andrea nieto-gómez and amparo clavijo-olarte*2 universidad distrital francisco josé de caldas, colombia 1 received: february 21st 2020/ accepted: september 10th 2020 2 yulyandreanieto@gmail.com; aclavijo@udistrital.edu.co gist education and learning research journal. issn 1692-5777. no. 21 (july-december, 2020). pp. 27-46. abstract this qualitative interpretive study carried out with four efl teachers in an english for academic purposes (eap) course at a private university in bogotá, colombia addresses the disconnect that exists between curricular content and the life of students in education. from our understanding of literacy as a sociocultural practice, we proposed a pedagogical approach that immersed teachers and students in community explorations to study local issues informed by different disciplines. therefore, this study describes the ways teachers designed and implemented curriculum using community assets (kretzmann & mcknight, 2003) to develop student agency. the issues addressed by students in their inquiries included improving civic practices in the cycling route; fostering river preservation; environmental issues with garbage in bogotá; and possibilities to access higher education for young populations in colombia.  using a grounded theory approach, we collected and analyzed data from class discussions, curricular units, semi-structured interviews and class observation. findings reveal that community explorations  fostered students’ agency towards studying social issues and promoted the construction of context-embedded opportunities for learning using students’ realities and topics of local relevance (canagarajah, 2005). the target language was used to reflect, pose problems, produce texts and participate in social reflections within an academic environment.  key words: foreign languages; literacy education; communities; teachers’ role; higher education. resumen este estudio cualitativo interpretativo realizado con cuatro maestros de efl en un curso de inglés para propósitos académicos en una universidad privada en bogotá, colombia, aborda la desconexión que existe entre el contenido curricular y la vida de los estudiantes. desde nuestra comprensión de la literacidad como una práctica sociocultural, propusimos una pedagogía que involucró a maestros y estudiantes en exploraciones comunitarias para estudiar temas locales informados por diferentes disciplinas. por lo tanto, este estudio describe las formas en que los maestros diseñaron e implementaron el plan de estudios utilizando los activos de la comunidad (kretzmann &mcknight, 2003) para desarrollar la participación estudiantil. los problemas abordados por los estudiantes en sus indagaciones incluyeron la mejora de las prácticas cívicas en la ciclo ruta; preservación del río tunjuelito; problemas ambientales con basura en bogotá; y posibilidades de acceder a la educación superior para poblaciones jóvenes en colombia. utilizando un enfoque de teoría fundamentada, recolectamos y analizamos datos de discusiones en clase, unidades curriculares, entrevistas semiestructuradas y observación en clase. los resultados revelan que las exploraciones de la comunidad fomentaron la participación de los estudiantes para estudiar los problemas sociales y promovieron la integración de las realidades del contexto para el aprendizaje utilizando temas de relevancia local para los estudiantes (canagarajah 2005). el inglés se utilizó para reflexionar, plantear problemas, producir textos y participar en reflexiones sociales dentro de un entorno académico. palabras clave: lenguas extranjeras; formación para la literacidad; comunidades; el rol de los docentes; educación superior. 28 no. 20 local literacies in elt curriculum nieto-gómez & clavijo-olarte 29 no. 21 resumo este estudo qualitativo interpretativo realizado com quatro professores de efl em um curso de inglês para propósitos acadêmicos em uma universidade particular em bogotá, colômbia, trata sobre a desconexão que existe entre o conteúdo curricular e a vida dos estudantes. desde a nossa compreensão da alfabetização como uma prática sociocultural, propomos uma pedagogia que envolveu a professores e estudantes em explorações comunitárias para estudar temas locais informados por diferentes disciplinas. portanto, este estudo descreve as formas em que os professores desenharam e implementaram o plano de estudos utilizando os ativos da comunidade (kretzmann &mcknight, 2003) para desenvolver a participação estudantil. os problemas tratados pelos estudantes nas suas indagações incluíram a melhora das práticas cívicas na ciclovia; preservação do rio tunjuelito; problemas ambientais com lixo em bogotá; e possibilidades de acessar a educação superior para populações jovens na colômbia. utilizando um enfoque de teoria fundamentada, coletamos e analisamos dados de discussões em aula, unidades curriculares, entrevistas semiestruturadas e observação em aula. os resultados revelam que as explorações da comunidade fomentaram a participação dos estudantes para estudar os problemas sociais e promoveram a integração das realidades do contexto para a aprendizagem utilizando temas de relevância local para os estudantes (canagarajah 2005). o inglês foi utilizado para refletir, propor problemas, produzir textos e participar em reflexões sociais dentro de um entorno acadêmico. palavras chave: línguas estrangeiras; formação para a alfabetização; comunidades; o papel dos docentes; educação superior. local literacies in elt curriculum nieto-gómez & clavijo-olarte 30 no. 21 introduction t his qualitative interpretive study addresses the disconnect that exists between curricular content and the life and professional interests of students in english classes in higher education. it serves as a reflection on the exploration of local literacies in the teaching of english as a foreign language (efl). while we widen our understanding of socially embedded pedagogies with teachers, we propose pedagogical and curricular connections with local resources to foster language and literacy development (clavijo & ramírez, 2019). this project emerged as a response to university efl teachers’ interest to participate in an innovative project that implied designing curricula, and creating local inquiries collaboratively with their students. they were accountable for teaching english as a requirement in the disciplines, but they were also interested in expanding the content to make students’ community realities closer to their learning experience. using community as curriculum was the starting point to engage students in innovative and contextualized practices in the classroom. the teachers were eager to learn about ways to establish links between teaching language and inquiring about social and environmental issues of the local context. thus, we regarded community pedagogy as a possibility for teachers and students to recognize and critically address community problems using students’ academic background to develop sensitivity towards their context. through field explorations and professional development workshops we invite teachers to recognize the sources available in the community to engage learners in knowledge embedded in social, cultural and material contexts (gee, 2004). we believe that professional reflections and curriculum design that use local assets as resources to promote awareness of local literacies as content for learning were key aspects of the pedagogy we implemented with teachers in the language classroom.  the focus of this project is on community pedagogies (cp) that explore the local resources that influence the life of both teachers and students. thus, students´ funds of knowledge and experiences (gonzales, moll, & amanti, 2005) are critical resources to promote local inquiries among them.  we considered community assets (kretzmann and mcknight, 1993) as powerful and valuable resources that involved learners and teachers in a critical reading of the community. one of the main goals of cp is to build learning environments that foster students´ inquiries and engage them in text production using information from their professional fields and disciplines. thus, the english language promoted reflection, problem posing, and student agency around social issues that they found locally relevant to inquire about. the question that guides our study explores how do efl university teachers use local resources for curriculum and teaching? local literacies in elt curriculum nieto-gómez & clavijo-olarte 31 no. 21 theoretical framework we found the work of scholars and researchers whose effort has been recognized locally and globally key to understanding the relevance of local literacies in language and literacy education.  we restate the contributions on critical issues on literacy (freire and macedo (1987); luke and woods (2009); and comber (2013,2016); situated literacies (gee, 2004); local literacies and community pedagogies, proposed by sh & author 2 (2013) 2013; sharkey, et al, (2016) and (author2 & r, 2019) critical views of  local pedagogies by canagarajah (2005); and place-based pedagogies by greenwood (2013); and demarest (2014).the former concepts allow to propose a communityoriented vision of language pedagogy and curriculum in elt. through this theoretical support our stance is based on a sociocultural perspective to teacher education. it fosters teacher agency and a critical perspective to language and literacy, through involving the social and cultural contexts where individuals live. thus, this literature review places agency as the engagement of actors with temporalrelational context in order to take action (hempel-jorgesen, 2015). it implies a central dimension in teachers’ professionalism, since it involves developing the capacity to own social change and achieve educational social justice. one way to promote a contextualized practice is to focus teachers’ pedagogy on students’ social realities as the starting point of the development of literacy.  literacy as a socially constructed practice when literacy is approached from a socially-situated perspective, the context becomes the starting point for teaching and learning as a process of interacting and negotiating with local texts. it shapes an individual’s perception of their own reality. this occurs by teachers fostering a sense of agency in students, as they reorganize and transform their environment with the production of new texts. all uses of language are directly related to reality; therefore, literacy, as proposed by freire & macedo (1987) refers to “how to write and rewrite reality, transforming it through a conscious work” (p. 23). thus, literacy constitutes a framework to contextualize and raise awareness from the efl classroom. in this sense, literacy as a socially constructed practice, accounts for an exercise that evolves from the analysis and interrogation of the historical and cultural context of places (comber, 2016). it problematizes social and classroom textual practices, through granting teachers and students the possibility to move from awareness to action (pandya & ávila, 2013). teachers and students can become researchers that use language to question and produce texts informed by their own reality.  local literacies in elt curriculum nieto-gómez & clavijo-olarte 32 no. 21 in this project, efl teachers explore and learn with students about river preservation; city practices in the cycling route; environmental issues with garbage; access to public and private education to develop inquiry projects. this, according to comber, thomson, and wells (2001) is a way to negotiate critical literacies, since these practices represent a teachers’ commitment with ethical and pedagogical values that respect students’ ways of knowing, as well as cultural and political histories. thus, the local context in which teachers are immersed has a direct impact in curriculum, pedagogy, and theory. now, situated literacies can be encouraged from pedagogies whose curriculum evolves from the negotiation with the place and the community. this leads us to base our research in cp, to use local literacies in the efl curriculum. local literacies and community pedagogies (cp) we believe that the practice of teaching and learning is concerned with collective and community actions that allow their members to make their own choices to deal with social processes, to exercise their citizenship. accordingly, the local, as political, cultural, economic and identity reality, provides the individual with the basic instruments to construct a relationship with the global. for this reason, local knowledge becomes the essence of educational action by fostering cultural negotiation and dialogue (mejía, 2011).  for canagarajah (2005) “local knowledge has to be veritably reconstructed— through an ongoing process of critical reinterpretation, counter discursive negotiation and imaginative application” (p. 12). this notion suggests that teachers are involved in the exploration of the relevance and complexity of local knowledge as to create a curriculum that integrates values, perceptions, and diversity within the community by fostering a continuous reflection that leads to a search for an alternate reality.  from this perspective, situated literacies present a way to evolve into critical literacy practices, which fosters a sense of possibility, agency, and transformation by recognizing the assets in the place and space of study (comber, 2017). this idea is mirrored by rincón and clavijo (2016) whose community project with students from a low-socio economic public school in bogotá fostered a community mapping experience, students crafting multimodal texts and creatively participating with others in a group blog while they critically reflected on their role within the community. such local inquiry justifies that when teachers expose their students to challenging settings, based on a pedagogy of place, they envision the emancipatory role of language practices in their lives. this opposes the assumption that teacher, student, and school achievement can be measured by isolated, individualistic, and quantifiable classroom routines (greenwood, 2013; gruenewald, 2003a). local literacies in elt curriculum nieto-gómez & clavijo-olarte 33 no. 21 furthermore, when place along with cultural issues acts as the core of the curriculum, teachers and students can immerse themselves in the investigation of their society with a broader view by including different disciplines. sharkey, clavijo & ramírez (2016) conducted a study with teachers from different content areas in a public school that has sustained a partnership with the university for the last twenty years. the authors aimed at learning with teachers about how they developed and implemented cp, after designing curricular projects that connected students´ lives and learning. projects such as understanding the semiotics of graffiti, the analysis of the socioeconomic reality of the students’ neighborhood, interviewing workers and families, and finding out about colombian history from their own and their families’ voices, display, as described by the participants, that appreciating local knowledge as a curriculum resource increases teachers’ autonomy and ownership, as well as students’ motivation, engagement, and family involvement. community-oriented vision in a continual process of selfdevelopment collaborating and learning with teachers in schools is a central goal for us as teacher educators in teacher education programs. by doing so, teachers and teacher educators can be immersed in a continual process of self-development through accepting and being aware of the sociocultural reality that influences classroom practices, while including both the linguistic and social needs of the learners (kumaravadivelu, 2001). accordingly, the language teacher becomes attentive to their practice as an opening not only to maximize learning opportunities in the classroom, but, at the same time to understand and transform them outside the classroom. when developing sensitivity towards a situated curriculum, we acknowledge the recognition of learners’ experiences that are negotiated in different places and times. the language teacher can get involved in an exploration of their roles as a community teacher (murrell, 2011) who contextualizes the knowledge of the community, culture, and identity of the students and families they work with, in order to build a successful teaching practice in diverse settings. this standpoint questions the separation of the academic environment from the everyday world of students, since the interaction of situated learning and practice allows individuals to engage in a purposeful activity. within this perspective, teachers build knowledge and analytical capacities by undertaking an analysis of the population they work with, learning about students, their families, incomes, and educational histories; exploring students’ funds of knowledge; developing linguistic knowledge; revising what they know about pedagogy; and rethinking about literacies in this time and the new literacies teachers and students need to learn (comber, 2001).  local literacies in elt curriculum nieto-gómez & clavijo-olarte 34 no. 21 teachers’ readiness to face socially-embedded pedagogies is based on dispositional as well as experiential factors that enable them to teach being aware and sensitive of their population. mills and ballantyne (2009) claim that two dispositional factors lead to commitment to social justice from the classroom: selfawareness/ self reflectiveness, which encompass thinking critically about one’s own beliefs and attitudes towards the teaching practice. the authors posit that their pre-service teachers, first semester students as participants in their study, showed that such dispositions evolved developmentally by promoting intercultural experiences, support group experiences and educational experiences. in terms of the experiential factors, teachers value field investigations that allow understanding the dynamics in a community, through the consideration of its physical spaces, individuals, local economy, institutions and associations (kretzman & mcknight, 1993). such local recognition permits the teachers to critique official standardized models or imposed curricula which perpetuate overgeneralizing realities that do not fit in locally produced knowledge. on the contrary, standardized models may lead to the reinforcement of social inequalities (gonzalez, 2007) restraining the teacher from being considered a valuable member of decision-making, teaching effectively, as well as becoming autonomous of their development. methodology this qualitative interpretive study analyzes efl teachers’ praxis using cp in the context of higher education. the voices of the teachers are the most prominent as they become critical researchers of their own community, by using local resources as the foundations for their teaching practice. context and participants this study took place at the language center in a private university in bogota. the participants in the study are four efl teachers who accepted the invitation to join the professional development workshops. they are from 28-35 years old. the participants were 3 female and one male teacher. they all hold a b.a. in foreign language teaching and have an overall experience with university students of more than 7 years. in this project they worked with students from social communication, industrial engineering, environmental engineering, marketing and trade, systems engineering, psychology, law, economy, and digital marketing.  local literacies in elt curriculum nieto-gómez & clavijo-olarte 35 no. 21 data collection instruments   we collected data through field notes of group discussions in the professional development sessions and class observations, curricular units of community projects, an initial and final semi-structured interview. through discussions we could observe their perspective on literacy teaching, teachers’ awareness of their students’ world, and teachers being willing to transform their practice. the field notes intended to depict teachers’ reflections about the ways they went about to identify and get out of deficit perspectives. the curricular units that teachers designed were a source of information and analysis of their decision making individually and in groups. semi-structured interviews were also carried out to gain teachers’ insights about constructing the curricular unit, identifying the links the teachers set with the local resources, the way in which they bring them to the curriculum and students’ texts that reflect the local realities in their community. finally, the field notes from class observations for three weeks provided insights about students’ project development.  grounded theory guided the framework of analysis, provided the systematic and yet flexible procedure to collect and analyze data that constructs understanding of the sources of information (charmaz, 2006).  the examination of data in this framework encompasses the process of sorting and synthesizing information through qualitative coding. this process consists of classifying segments that start to represent emerging themes and categories. it entails open coding, axial coding, selective coding and finally, using theories that support all the coding process, and permit theorizing as the final step in grounded theory. we utilized an analytical lens by examining the data sources (field notes, observations, curricular units and interviews) to identify teachers´pedagogical decisions and actions that integrated students´ inquiries about different community issues in their teaching of english and their development of inquiry skills. through the analysis of outcomes teachers rethinking pedagogy came out as a challenge in the process of teacher praxis. the pedagogical proposal the structure of the pedagogical project entailed participating in four professional development workshops that engaged teachers in readings about professional experiences of teacher researchers using community resources for language teaching; guided discussion about key concepts related to cbp; field experiences; curriculum design; implementation of community field projects with students; and reflections on the pedagogical outcomes. the purpose of the workshops was to provide a space where teachers could reflect on their role, language literacy teaching, as well as the ways in which they can promote awareness on the local reality, by identifying the resources they can bring into the efl curriculum, as to foster sensitivity on social issues from the academic culture. local literacies in elt curriculum nieto-gómez & clavijo-olarte 36 no. 21 an example of teachers and students exploring local resources was the community mapping they conducted together by walking around the university to take pictures of the urban culture that called their attention. this exercise allowed them to pose problems about the local reality. figure 1 describes the classification of resources that the teachers discovered. thus, the workshops were planned in a way that evolved from group discussion of professional readings, as well as conducting asset-mapping through the consideration of the physical spaces, individuals, local economy, institutions and associations (kretzman & mcknight, 1993) around the university. each workshop lasted four hours, and the topics addressed were 1) how do we get out of deficit pedagogies; 2) what is the culture around the university; 3)how do we build a curricular unit) and; 4) what are the standards that guide our curricular unit and how to polish up curricular units. figure 2. steps to understand a context-embedded pedagogy findings and discussion of findings the findings reveal two major themes in the praxis of efl teachers using cp in higher education.  teachers rethinking the sources of curriculum to promote situated literacies and situating local literacies within students’ professional fields in elt.  local literacies in elt curriculum nieto-gómez & clavijo-olarte 37 no. 21 teachers re-thinking the sources of curriculum to promote situated literacies for this study, rethinking the sources for curriculum implies taking professional risks towards understanding and acting together new pedagogies that require social exploration. the construction of context-embedded opportunities for learning using students’ realities helped teachers question a static skill-based curriculum. during teacher development (tpd) workshops all participants were adamant about considering their disposition, open-mindedness and creativity, as the starting point to renovate the curriculum with a community-oriented vision. re-thinking the sources of curriculum inspired the exploration of community resources and members; with the aim of encouraging students to question, propose, and imagine the path to contribute to transformations from their disciplines of study. teachers’ disposition to rethink their pedagogical practice and curriculum using cp, led them to pose questions as to overcome recurrent challenges and tensions along the process. these included raising students’ curiosity to learn english using community assets and developing students-led inquiries; designing a contextualized curricular plan that addresses inquiry topics from students´ professional disciplines and the language goals for the english levels. finally, teachers were interested in making inquiry projects the source to find a common ground through their fields of knowledge. below, we provide an explanation on how teachers addressed cp in their practice. figure 2 categorizes the process teachers underwent to understand a context-embedded pedagogy. figure 2. steps to understand a context-embedded pedagogy the steps portrayed in figure 2 emerged from the professional reading discussions, and the construction of the curricular units. in the discussions during the initial workshops, teachers’ first concern was regarding organizing content in the english local literacies in elt curriculum nieto-gómez & clavijo-olarte 38 no. 21 curriculum. teachers realized the need to interact with students’ realities themselves to identify local assets and find the way to connect them to teaching and learning english. the statement below describes teacher 4’s reflection about what it takes to develop a project from being aware of students’ world, by rethinking their pedagogical decisions. the success of these kinds of pedagogical projects depends a lot on the teachers’ knowledge of such context, students’ interests, the situations and experiences lived every day. we need to leave the classroom as well, and be really curious about the reality that surrounds our students.  (teacher 4. semi-structured interview. december 6, 2018) the social awareness about students’ context leads teachers to become involved in the exploration of situated literacy development practices in the efl class. teachers read students’ world and involved students in a multimodal text production that depicts their realities by providing out-of-class spaces to develop problem-posing skills. in-class teaching was oriented to gain new perspectives on the issues they identified. teachers constantly mediated, scaffolded text production, and provided positive feedback. in the following excerpt, teacher 3 refers to text production as a process that fosters social consciousness, sensitivity, and action taking. they reconsidered teaching writing beyond a skill development process to acquire the target language, and promoted text production as a form of cultural appropriation (barton, hamilton & ivanic, 2000).  i found [the experience] it very powerful and engaging for them and for me. i have always been concerned with the development of writing production, this curricular unit allowed the students to produce texts based on a social awareness, not only as a task, but following a process that permitted them to raise their own questions from their observations and concerns discovered in the mapping…the process taught students valuable lessons, such as that of working collaboratively with their classmates, community members, and academic experts, in order to gain sensitivity of what happens in the real world where they interact, and construct their writing skill from that consciousness. (teacher 3interview. december 6, 2018) the examples illustrate freire and macedo (1987; 1998) concept of literacy regarded as a medium that values the historical and existential experiences inside a cultural production, considered as an integral way for people to produce, reproduce, and transform meaning. thus, teachers rethink sources of curriculum to promote situated literacies when they engage their students in an inquiry process that empowers them to become researchers of their own reality, promoting a curious spirit, and guiding local literacies in elt curriculum nieto-gómez & clavijo-olarte 39 no. 21 them through the constructions of socially situated text. hence, as comber (2013) posits texts evolve from inquiring, analyzing and interrogating the context of places of study.  teachers re-thinking the sources of curriculum to promote situated literacies is further explained through the second theme: situating local literacies within students’ professional fields in elt. it describes the ways teachers fostered the interaction of communities inside and outside the efl classroom.  situating local literacies within students’ professional fields in elt in the study, the participating teachers situated local literacies through the observation of five key aspects suggested by kretzmann and mcknight, (1993). they refer to associations, physical spaces, institutions, local economy, and individuals in the neighborhood. the starting point was to identify the assets that surround the context of the university and the community. in the projects developed by the teachers and students, the assets comprised institutions, neighborhoods, river preservation, cycling path, community members at/around university (academic community, family members, students, and street vendors). additionally, teachers reflected on students’ professional programs as a local asset through which they geared curricular content, in order to develop awareness on social issues. the following response describes the teacher’s perception on local resources. for me a local resource is their own careers, when constructing the unit, i thought it was important to promote solutions from their different careers, in order for them to see possibilities to tackle the problem by using their academic knowledge. finally, and what i consider innovative in my unit is that student’s families, citizens, people in general, are not usually included as a source of information. (teacher 1 interview. november 1, 2018) when students’ professional disciplines became visible as a local resource, the teachers started to pose questions that brought about the synergies in the classroom. in the curricular units that addressed social problems, teachers situated local inquiries at the core and invited students to take actions collaboratively. working in groups students provided peer feedback to gain perspectives from their field of expertise. the teachers promoted text production among students, to analyze the social issues from different perspectives; to consider peer feedback, and the fulfillment of language standards. local literacies in elt curriculum nieto-gómez & clavijo-olarte 40 no. 21 for example, in the curricular unit from participant 3, the teacher proposed a project to create a pedagogical campaign about environmental issues with garbage in bogotá. the students from the law school proposed possible solutions and supported their arguments in a written report using colombian environmental regulations. additionally, students designed together an interview to an expert professor on regulation to environmental issues. the teacher comments follow.  […] i have always considered that students’ programs need to be reflected on addressing solutions to the social issues they encounter. then, the english class has to deal with content within students’ fields. my strategy was to have students write driving questions for the analysis of environmental issues, because i think that is how they can give direction to the topics based on what they really want to enquire. (teacher 3. interview december, 6, 2018).  from the teacher’s quote we inferred that situated literacy is developed through granting students the possibility to move from awareness to action (pandya & ávila, 2013) while becoming researchers that use language to question and produce texts informed and motivated by their own reality. in this case, students’ practice is evolving from the analysis of issues which students find personally significant: their cultural context, academic interests, community problems, and aspirations to rename and reconstruct their own version of the world (luke & woods, 2009). another relevant aspect for teachers to think about when guiding the community project, among the different disciplines, was the incorporation of class goals according to the cefr. sharkey and clavijo (2012) assert that when working with a community asset-based perspective, teachers are invited to include the realities of the curriculum standards they must meet, and to place the local knowledge and resources as the starting point for their teaching. in addition to following english levels requirements (cefr), the teachers planned their units in a way that permitted them to use valid forms of assessment for the efl class. through cp meeting the standards becomes a collaborative task of both teachers and students who involve the community as partners in the curriculum design (demarest, 2014). teachers integrated alternative forms of assessment from the process experienced by students in the inquiry project. teacher 4 worked on a project that explored possibilities to access private and public higher education for the young population in colombia. she created the assessment criteria with the students using the standards for the language level and including the experiences students had with their context exploration. the criteria to construct the text follows.  1. the social issue presented is clearly located and supported with evidences  2. the analysis from the different programs needs to be visible  local literacies in elt curriculum nieto-gómez & clavijo-olarte 41 no. 21 3. the text presents the bibliography  4. the text has gone through a revision process from other classmates (groups)  5. it is well structured, cohesive, and coherent.  6. the texts show task completion. (class observation – nov.12, 2018)   we can conclude that by exploring local literacies with students, the teachers widened their understanding of cp and curriculum design. cochran-smith (2005); zeichner & conklin (2008) state that effective educators understand the surroundings of the population they work with, and therefore acknowledge their motivations. teachers’ effective praxis evidenced the relevance of studying social issues through inquiry projects led in the efl classes.  finally, the convergence of communities is evident in the curricular unit from students in teacher´s 1 class. she proposed to make a historical record of what has happened to the tunjuelito river. thus, students collaboratively designed an interview to have more information about the river, asking elder people in their families who have always lived in ciudad bolivar, their neighbors, and the young population. afterwards, the group visited the place. with this information in mind, the group conducted research about strategies for river preservation, how organizations can be distributed to clean these areas. in the interview, the teacher explained: finally, and what i consider innovative in my unit is that student’s families, citizens, people in general, are not usually included as a source of information, i found that local resource as a key if we want students to be able to provide solutions that include all the members included in the problem or issue. (teacher 1. interview. november. 1, 2018)   in this fashion, the efl class evolves into a cross disciplinary dialogue (smith & sobel, 2010) which inspires teachers and students to explore problems and projects beyond their area of knowledge. to conclude, communities inside and outside the classroom intertwined when teachers guided their students to interact with people in communities as a learning opportunity to research social issues. through this process, the teachers developed sensitivity towards a situated curriculum, and got involved in an exploration of their roles as community teachers (murrell, 2011). local literacies in elt curriculum nieto-gómez & clavijo-olarte 42 no. 21 conclusions from this research experience we inform the fields of literacy development and language teacher education. our response to the question how do efl university teachers use local assets as sources for curriculum and teaching? acknowledges teachers’ use of local literacies for curriculum and teaching to promote language learning and community engagement. from this perspective, teachers re-thinking the sources for curriculum allowed them to enquire and interact with students’ realities themselves to identify local assets and to find the way to connect their professional fields as local assets. it enabled them to be responsive to their students’ interests and everyday sociocultural practices. hence, teaching evolved from the problems that inquiry awoke in students, which emerged from the reality they feel committed and related to. this study aimed at identifying the links that language teachers from a private university establish with local resources to make decisions about efl literacy teaching. to accomplish this goal, the teachers were participants of teacher professional development (tpd) workshops based on the studies by sharkey, et al (2016). through this experience, they became involved in asset mapping in the university surroundings; they held group discussions about socially embedded pedagogies, and designed curricular units using students’ realities as the core for their learning experience. through the intervention it was possible to observe how tpd invited teachers to reflect upon their pedagogical practice and curriculum. it was oriented to propose using local literacies for curriculum design and context-embedded pedagogies. it provoked tensions and challenges among the teachers; provided that they were constantly rethinking their pedagogical frameworks, in order to renovate their conceptions about the language class, literacy, the local reality, and decisions about curriculum design. additionally, the teachers managed to potentiate individual capacity by fostering the analysis of social issues from students’ fields of knowledge. this way, students explored, interpreted, reflected upon their local reality though working collaboratively with a common goal, and contributing from what they know. furthermore, the teachers were able to intertwine communities from the efl class by providing spaces for students to interact with the outside communities, and act informed by their reality. their actions consolidated a community inside the english class to analyze and propose actions of betterment (mcinerney, smyth, and down, 2011) from the academic environment. finally, this study is an invitation for language departments at universities, as well as for elt university programs to consider teachers professional development beyond subject matter, linguistic content, and skill development. the language class needs to acknowledge and appreciate students’ realities and local resources, so that they become local literacies in elt curriculum nieto-gómez & clavijo-olarte 43 no. 21 the core of a contextualized curriculum that promotes students’ inquiries and leads them to take actions informed by their own everyday practices. teacher professional programs can challenge teachers to rethink their role and practices, by inviting them to enquire about their students’ world, which allows to build a context-sensitive view of the act of teaching. local literacies in elt curriculum nieto-gómez & clavijo-olarte 44 no. 21 references barton, d., hamilton, m., & ivanic, r. (2000). situated literacies: reading and writing in   context. new york, ny: routledge. canagarajah, s. (2005). reclaiming the local in language policy and practice. mahawh, nj: lawrence elbaum associates. charmaz, k. (2006). constructing grounded theory: a practical guide through qualitative analysis. sage publications. clavijo, a. (2014). implementing community-based pedagogies in a language teacher education program in colombia. bogotá, colombia: universidad distrital. clavijo, a., guerrero, c., torres, c., ramírez, l., & torres, n. (2004). teachers acting critically upon the curriculum: innovations that transform teaching. íkala: revista de lenguaje y cultura, 9(15), 11-41. cochran-smith, m. (2005). the new teacher education: for better or for worse? educational   researcher, 34(7), 3-17. comber, b. (2013). schools as meeting places: critical and inclusive literacies in changing local environments. language arts, 90(5), 361-371. comber, b. (2016). critical and inclusive literacies: pedagogies of belonging. in b. comber (ed.), literacy, place, and pedagogies of possibility (pp. 33-63). new york, ny: routledge. comber, b. (2017). literacy geography and pedagogy: imagining translocal research alliances for educational justice. literacy research: theory, method, and practice, 1-20. https://doi. org/10.1177/2381336917717479 comber, b., thomson, p., & wells, m. (2001). critical literacy finds a” place”: writing and social action in a low-income australian grade 2/3 classroom. the elementary school journal, 101(4), 451-464. demarest, a. (2014). place-based curriculum design. new york, ny: taylor & francis. freire, p. (1998). pedagogy of freedom: ethics, democracy, and civic courage. usa: rowman & littlefield. freire, p., & macedo, d. (1987). literacy. reading the word and the world. massachusetts: bergin and garvey. gee, j. p. (2004). situated language and learning: a critique of traditional schooling. new york: routledge. gonzalez, a. (2007). professional development of efl teachers in colombia: between colonial and local practices. íkala: revista de lenguaje y cultura, 12(18), 309-332. local literacies in elt curriculum nieto-gómez & clavijo-olarte 45 no. 21 greenwood, d. (2013). a critical theory of place-conscious education. in j. dillon & m. brody (eds.), international handbook of research on environmental education (pp. 93-100). new york. routledge. https://doi. org/10.4324/9780203813331.ch9  gruenewald, d. a. (2003). foundations of place: a multidisciplinary framework for place conscious education. american educational research journal, 40(3), 619-654. https://doi. org/10.3102/00028312040003619 kretzmann, j., & mcknight, j. (1993). building communities from the inside out: a path toward finding and mobilizing a community’s assets. evanston, il: institute for policy research. kumaravadivelu, b. (2001). toward a postmethod pedagogy. san josé, ca: san josé state university luke, a., & woods, a. (2009). critical literacies in schools: a primer. voices from the middle, 17(2) 9-18. mejía, m. r. (2011). educaciones y pedagogías críticas desde el sur. cartografía de la educación popular. lima: editorial quimantú. mills, c., & ballantyne, j. (2009). pre-service teachers’ dispositions towards diversity: arguing for a developmental hierarchy of change. teaching and teacher education, 26(3), 447-454. moll, l. c., amanti, c., neff, d., & gonzalez, n. (2005). funds of knowledge for teaching: using a qualitative approach to connect homes and classrooms. theory into practice, 31(2), 132-141. murrell, p. (2001). the community teacher: a new framework for effective urban teaching. new york, ny: teachers’ college press. pandya, j., & ávila, j. (2013). moving critical literacies forward: a new look at praxis across contexts. new york, ny: routledge. sharkey, j. (2012). community-based pedagogies and literacies in language teacher education: promising beginnings, intriguing challenges. íkala, 17(1), 9-13. sharkey, j., & clavijo-olarte, a. (2012). promoting the value of local knowledge in esl efl teacher education through community-based field assignments. in b. medrado & c. reichmann (eds.), projetos e praticas na formação de professores de língua inglesa (pp. 39-58). paraiba, brasil: editora universitaria.  sharkey, j., clavijo, a., & ramírez, m. (2016). developing a deeper understanding of community-based pedagogies with teachers: learning with and from teachers in colombia. journal of teacher education, 67(3), 1-14. https://doi. org/10.1177/0022487116654005 local literacies in elt curriculum nieto-gómez & clavijo-olarte smith, g., & sobel, d. (2010). place-and community-based education in schools. routledge. london: routledge. zeichner, k. m., & conklin, h. g. (2008). teacher education programs as sites for teacher preparation. in m. cochran-smith, s. feiman-nemser, d. j. mcintyre, & k.e. demers (eds.), handbook of research on teacher education: enduring questions in changing contexts (pp. 269–289). new york: routledge. authors *yuly andrea nieto-gómez holds an ma in applied linguistics to tefl from universidad distrital, bogotá, colombia. she is currently a professor of academic english at universidad nacional de colombia. she is currently a member of the research group lectoescrinautas. she has presented locally and internationally at conferences in language teaching education. her latest publication is promoting the use of local literacies in efl pre-service teachers to inspire their teaching practice” . in: colombia colombian applied linguistics journal. universidad distrital francisco josé de caldas orcid: https://orcid.org/0000-0002-3758-9213 amparo clavijo-olarte holds a phd in education from the university of arizona. she is currently a professor of literacy and qualitative research methods at universidad distrital francisco josé de caldas in bogota, colombia. she is the director of the research group lectoescrinautas lcpb (2000-2020). has done international research collaborations with scholars from usa and u.k. and with public school teachers from five districts in bogotá. her research interest is related to community based pedagogies and literacies in language teacher education. her most recent publications pedagogias de la comunidad a través de indagaciones locales en el contexto urbano de bogotá (2019) and developing a deeper understanding of community-based pedagogies with teachers: learning with and from teachers in colombia (2016) orcid: https://orcid.org/0000-0002-3752-7020 46 no. 20 how to reference this article: nieto-gómez, y. a., & clavijo-olarte, a. (2020). situating local literacies at the core of elt curriculum in higher education. gist – education and learning research journal, 21, 27-46. https://doi.org/10.26817/16925777.830 local literacies in elt curriculum 92 an approach to integration: the integration of language and content to promote l2 learner autonomy at the college level1 un acercamiento a la integración: el aprendizaje integrado de lengua y contenidos para promover la autonomía del estudiante de lengua extranjera en la universidad pablo m. oliva parera and maría pilar núñez delgado2* middlebury institute of international studies, usa universidad de granada, spain abstract this article reports the preliminary findings of an action research on the effects of autonomy on a group of university students at the post-graduate level taking their first spanish course through the content and language learning (clil) methodology. the participants, whose spanish was at the low/mid intermediate level (actfl, 2012), were exposed to content related to their masters’ degrees at a university in the united states. the sample consisted of 13 students in the experimental group and 14 in the control group. results showed that students in the experimental group who followed a clil class experienced more autonomy than students in the control group who followed a more traditional class with a textbook. pedagogical implications reflect advantages of planning curriculum according to the students’ interests and career objectives. keywords: autonomy, content and language integrated learning (clil), metacognitive knowledge, portfolio, university level. 1 received: dec. 15, 2014 / accepted: april 16, 2015 2 pablo.oliva@miis.edu, ndelgado@ugr.es gist education and learning research journal. issn 1692-5777. no. 10, (january june) 2015. pp. 92-112. oliva & núñez no. 10 (january june 2015) no. 10 (january june 2015) 93 resumen el artículo reporta los hallazgos preliminares de un estudio de investigación acción tendiente a mostrar la repercusión de la autonomía en estudiantes universitarios de posgrado que están cursando una clase de español como lengua extranjera a través de la metodología del aprendizaje de lengua y contenidos (aicle). los participantes en la clase tienen un nivel intermedio bajo/medio según (actfl, 2012) y estudian en la clase temas relacionados al itinerario de estudios de sus maestrías que se dictan en inglés en una universidad estadounidense. la muestra consistió en 13 alumnos en el grupo experimental y 14 en el grupo de control. los resultados mostraron que los alumnos matriculados en la clase aicle desarrollaron mayor autonomía que los estudiantes en el grupo de control que tomaron una clase más tradicional con un libro de texto. se valoran los resultados por las implicaciones pedagógicas derivadas para futuros cambios a nivel curricular que considera el itinerario de sus carreras en el diseño de las clases. palabras clave: autonomía, aprendizaje integrado de lengua y contenidos (aicle), conocimiento meta cognitivo, nivel universitario, portafolios resumo o artigo reporta as descobertas preliminares de um estudo de pesquisa ação sobre os efeitos da autonomia em um grupo de estudantes universitários de pós-graduação que estão cursando uma aula de espanhol como língua estrangeira mediante a metodologia aprendizagem integrada de conteúdo e língua estrangeira (aicle). os participantes tinham um nível de espanhol intermédio baixo/médio segundo (actfl, 2012) e durante a aula estiveram expostos a conteúdos relacionados com temas relacionados ao plano de estudos dos mestrados que cursaram nos estados unidos. a amostra consistiu em 13 estudantes no grupo experimental e 14 estudantes no grupo de controle. os resultados mostraram que os estudantes matriculados na aula que utilizou a metodologia aicle desenvolveram maior autonomia que os estudantes no grupo de controle que tiveram una aula mais tradicional usando um libro de texto. as implicações pedagógicas refletem as vantagens do planejamento curricular de acordo com os interesses e objetivos profissionais dos estudantes. palavras chave: autonomia, aprendizagem integrada de conteúdo e língua estrangeira (aicle), conhecimento meta cognitivo, nível universitário, portfólios oliva & núñez no. 10 (january june 2015) no. 10 (january june 2015) 94 introduction autonomy is a buzzword in nearly every educational textbook, program and syllabus. however, autonomy is not a new concept—there has been interest in self-directed learning since the nineteenth century (candy, 1991), and this interest expands when adult learners are included (holec, 1981). despite the passage of time, the degree of autonomy in both curricula and educational organizations remains constant (council of europe, 2004; marsh, 2013). in europe, the bologna declaration of 1999 influenced the european higher education area (ehea) by placing the student at the center of the learning arena. in this paradigm, the development of autonomy is essential for achieving the ultimate goal of education: the formation of the whole individual (salaburu, haug & ginés mora, 2011). the europal project has also benefited these collaborative efforts in the educational field by maintaining an inventory regarding autonomy both in education and in the area of foreign languages in several european countries (miliander & trebi, 2008, jiménez raya, 2009). as a result, various studies in the field of linguistics over the last decade have attempted to determine what characterizes an autonomous language learner. benson (2010) recognizes that autonomy is a complex construct, capable of presenting obstacles if the researcher does not specify beforehand what “construct” is being studied. therefore, benson (2010) suggests that one define the construct accurately in order to avoid future problems. one definition of autonomy that is often cited is related to “control.” in other words, benson (2010) holds that “autonomous language learners are, therefore, learners who are in some sense ‘in control’ of important dimensions of their learning” (p. 79). for sinclair (1999), just observing students in the classroom is insufficient for determining their level of autonomy. the author instead proposes making this determination by measuring students’ metacognitive knowledge or “capacity” to make informed decisions about language learning. this idea becomes more relevant within the framework of a clil language class that adopts a portfolio because it eventually provides practitioners with information to improve their teaching experiences. in other words, the portfolio allows the teacher to delve more deeply into students’ interests, reflections, and metacognitive knowledge in order to better understand how students’ capacities relate to their own learning. for this reason, this study is designed to begin to fill a gap in the study of autonomy. this study has been operationalized through an approach to integration oliva & núñez no. 10 (january june 2015) no. 10 (january june 2015) 95 students’ metacognitive knowledge in a clil classroom setting. based on the results of analysis stemming from a european portfolio model, this study has been adapted to the american university classroom format. this research included 27 students in the fall semester of 2011. the didactic implications arising from this study suggest that changes in curriculum design should be implemented in future courses. research questions and hypotheses questions that motivated the study were as follows: q1. does the clil class promote autonomy? q2. does the portfolio promote learner’s autonomy in this particular class? from these questions, the following hypotheses emerged: h1. students taking the clil spanish class will demonstrate greater autonomy than students who did not take the (clil) spanish class. h2. the portfolio will promote autonomy. literature review according to the analyzed literature, there seems to be a lacuna in the l2 class, especially in the clil context, where the topics studied follow the interests and concentration of students’ areas of study. prior to discussing this gap in greater detail, this literature review considers content and language integrated learning (clil), content-based instruction (cbi), and the use of language portfolios in terms of their contributions to autonomy. content and language integrated learning and content-based instruction content and language integrated learning (clil) is a methodology that enhances not only autonomy but also motivation (dalton-puffer, 2012;grabbe & stoller, 1997; madrid & madrid, 2014). it is also the medium through which the language taught is the vehicle to integrate academic content (coyle, hood & marsh, 2010). in addition, there seems to be a keen interest in university students all over the globe to learn a new language for job purposes or to fully function abroad in social situations; as a result, clil provides an opportunity to more fully engage students (fortanetgómez, 2013). an approach to integration oliva & núñez no. 10 (january june 2015) no. 10 (january june 2015) 96 in this article, we will be referring to clil and cbi (contentbased instruction) interchangeably in the sense that both share pedagogical essential aspects and also considering llinares’s (2015) idea of integration: the actual concept of integration. what it entails and how it can be materialized in the classroom, should receive more attention by researchers and practitioners, no matter whether the context at hand is a so-called immersion setting in canada or a so-called clil school in the netherlands. (p. 59) this resemblance has also been supported in cenoz (2015), coyle et al., (2010) and dalton-puffer (2007). clil is the term that is widely used in europe, while cbi is more popular in the united states and canada. despite its differing origins, clil intends to boost minority languages and support the learning and teaching of foreign languages. as indicated in the clil eurydice report (fortanetgómez, 2013), cbi has been more associated with lep students. certain researchers have outlined aspects of clil that differ from perspectives supported within cbi; in particular, immersion has been considered in some depth (cenoz, genesee & gorter, 2014; perezcañado, 2012). integrating content and language in institutions several researchers have reported success in the integration of content and languages in educational establishments in europe and in the united states during the last twenty years (grabbe & stoller, 1997; marsh, 2013; mehisto, frigols & marsh, 2008). in europe, interest in content-based methodology has increased across the continent, partially due to socio-educational policy. the european centre for modern languages published the european framework for clil teacher education (marsh, mehisto, wolf & frigols, 2011) with information regarding the objectives and responsibilities that teachers should consider for optimal performance: the role of the student, curriculum integration, integration of content and language teaching, professional development, and teacher preparation to face the challenges presented. on the american continent, the efforts carried out in the experimental field using integrated curriculum planning are reflected in the teaching of esl in primary and high schools (bigelow, dahlman & ranney, 2006; kaufman & crandall, 2005; wegrzecka-kowalewski, 1997). it also can be seen at the university level in the teaching of efl in colombia (bedoya hernández, 2012; gonzales moncada & sierra an approach to integration oliva & núñez no. 10 (january june 2015) no. 10 (january june 2015) 97 ospina, 2008). the literature also reveals an abundance of linguistic programs for teaching languages, such as spanish, russian, japanese, chinese and french, in some american universities where academic content is taught in various levels of these languages (bailey, 2009; dupuy, 2000; jourdenais & springer, 2005). in spain, there are varied proposals dealing with faculty development work and research related to clil methodology, ranging from different levels of language assessment to language and cognitive development (breeze, llamas saiz martínez sala pasamar & tabernero, 2014, madrid & madrid, 2014). as a result, there has been a tendency for teachers to work collaboratively. those who happen to teach the same group of students exchange ideas to improve and develop the curriculum. from the learners’ standpoint, an important contribution of clil is that it supports their cognitive academic language proficiency (cummins, 1989) because students work with different academic content and use this content as a vehicle to develop their language skills. for example, students working with topics such as human rights will be able to work and increase their vocabulary specific to this topic while simultaneously focusing on various linguistic aspects. another way of promoting autonomy in the l2 classroom is through the language portfolio, which will be described in further detail below. the language portfolio because of its ability to promote autonomy and motivation (little 2002, 2005; sisamakis 2010), the language portfolio is increasingly being used in l2 classes (canga & fernandez, 2012; klenowski, 2012; sobrino-morrás, pérez-sancho & naval durán, 2009). through the portfolio, students reflect upon their learning, evaluate their own work, and make decisions regarding their learning. this perspective is important when considering students at the university level because through the adoption of the portfolio, instructors gather important information that can serve many purposes, such as improving the curriculum based on the students’ needs, giving the students the opportunity to self-rate their work, and allowing students greater participation in the teaching and learning experience. to achieve these lofty goals, teachers must consider what students have to say when they are analyzing their own work; metacognition is closely related to different degrees that the students show when they are in control of learning situations or contexts. we aim to shed more light on this area because several researchers have called for further investigation (benson, 2010; gao & jun zhang, 2011; sinclair, 1999). an approach to integration oliva & núñez no. 10 (january june 2015) no. 10 (january june 2015) 98 a strong example of the power of portfolios can be seen in the european portfolio for languages (pel). the language policy division of the council of europe (council of europe, 2001) developed this portfolio to serve as a guide in the teaching, learning and assessment of different languages in different countries. the portfolio also reflects efforts to promote the development of learners’ autonomy, to develop multilingualism and to increase mutual understanding through intercultural dialogue. to date, there have been ongoing efforts and discussions related to the adaptability of the portfolio in various contexts. for example, debates have taken place about the importance of different ministries in each country as well as the relationships between stakeholders at all levels, including parents, students and supervisors. the pel contains three distinctive elements. the first is the section called “language passport,” where one can identify the learner’s skills. the second component is the “language biography,” which is considered the axis of portfolio. here, students reflect upon and evaluate their progress in learning the language. this section also allows the teacher to access information regarding the student’s experience with the language, both inside and outside the classroom. the third component is the dossier used for storing information or skills mentioned in the passport and the portfolio’s language biography. the european portfolio was developed in conjunction with the common european framework of reference for languages (cefr) (council of europe, 2001). according to the cefr, one of the portfolio’s objectives is to facilitate language study by students in the european community. nonetheless, this research has adapted the portfolio for use in the graduate university context at an american university. through this adaption, the research aims to broaden the research base of the pel, thus providing more insight into the role of portfolios in encouraging student autonomy in other contexts. methodology research design the current study falls under the category of action research because it has been carried out by instructors investigating aspects of their own practice in order to make changes or better classroom situations (bailey & nunan, 2009). this qualitative-quantitative action research method allowed us to thoroughly investigate the autonomy of graduate students, operationalized as “the ability to justify or make informed decisions about learning.” since we were unable to randomly an approach to integration oliva & núñez no. 10 (january june 2015) no. 10 (january june 2015) 99 select the participants, the sample included regularlyoccurring classes, placing this study’s participants into the intact groups category. operationalization of the constructs autonomy in this research was operationalized as “the ability to justify or make informed decisions about learning.” the clil class has been operationalized as a “spanish course where the topics chosen are closely related to the topics of the participants’ master’s degrees.” this group did not use a textbook, and the instructor selected different topics associated with the students’ careers. the grammar and vocabulary lessons were mostly dictated by the content used. the spanish class that did not follow the clil format has been operationalized as “a spanish class that follows a traditional textbook.” the textbook used was published in the united states and intended for students at the intermediate level (actfl, 2012). the textbook includes the following units: personal relationships, pastimes, daily life, health, wellness, travel and nature. students in this group also had access to ancillary materials from the textbook online. this material helped them to reinforce vocabulary and practice grammar. context and participants the sample consisted of 27 students. the experimental group was composed of 13 students, and the control group included 14. the median age in the experimental group was 31 years, while in the control group, it was 25. in regards to gender distribution, the female percentage was higher than male in both groups (62% in the experimental group and 86% in the control group). all students were american, except for one who was italian. in all cases, the mother tongue or (l1) was english, except for that of the italian student. students took a placement test, and based on the results, they were placed into low/mid intermediate level classes (actfl, 2012). in the experimental group, the class curriculum was based on topics selected by the instructor; these topics were chosen based on typical areas of study in the students’ master degree programs. the topics presented were the aborigines, the environment, and human rights. students in the control group used a textbook published in the united states. the duration of both classes was a semester, and the groups met twice a week for two hours. an approach to integration oliva & núñez no. 10 (january june 2015) no. 10 (january june 2015) 100 data collection instruments data for this study came from two sources: a survey and a portfolio analysis. first, students took a survey based on a set of questions adapted from sinclair (1999). the survey questions were piloted prior to actual administration. students answered the questions immediately following every oral presentation. the information was collected following their first oral presentation (third week of class) and their final oral presentation (last week of class). the questions used were the following: 1) why did you decide to work on this topic? 2) did you like it? why? why not? 3) how did it go? 4) why did you organize your research the way you did? 5) what do you think about the way you worked? 6) did you have any problems? if so, what were they? 7) why did you have them? 8) what else would you have done differently? (questions adapted from sinclair, 1999, p. 97). the second source of data stems from the analysis of portfolios submitted by students at the end of the semester. we used the following criteria (table 2) based upon the operationalization of autonomy used in this research. table 2. rubric used in the analysis of the portfolio autonomy a) student exercises “control” in the portfolio b) student reflects on his/her learning the rationale for sentence a) states that the student can exercise a high or low level of self-control (candy, 1991). in other words, he/ she can be autonomous or not. with regards to b), we determined that autonomy means questioning, reflecting and contributing (ushioda, 2009). as a) and b) in the rubric seem to be broad categories, we noticed an approach to integration oliva & núñez no. 10 (january june 2015) no. 10 (january june 2015) 101 a need for clear guidelines in order to analyze each portfolio. therefore, we decided to elaborate on a few descriptors for future categorization results. a 7-point likert rating scale was used for the evaluation of each portfolio. we encountered a few disagreements between the raters in both groups and resolved them through discussions and peer agreement. data analysis and interpretation to process the answers to the research questions, the researchers followed sinclair’s three-level categorization where each level describes learners’ meta-cognitive knowledge. the categories suggested by sinclair (1999) are as follows: level 1: “largely unaware,” level 2 “becoming aware”, and level 3 “largely aware.” for example, if the language used by the student in describing his/her experience offered little or insubstantial justification, improper use of metalanguage, or lacked logical arguments, the level of metalinguistic knowledge was marked as 1, “largely unaware.” however, if the student supported statements using anecdotes and resorted to self–analysis and metaphors, these responses could be categorized as 2, “becoming aware.” if a student made use of what has already been described and also provided various alternatives of how he/she could have worked, this response could be categorized as level 3, “largely aware.” the data collection was performed in the learners’ l1 because the purpose was not to analyze their interlanguage; rather we sought to analyze the construct of autonomy. results results of the pretest/posttest based on sinclair (1999) in the following table, we notice that 28% of the answers in the experimental group could be categorized in level 3 because they were able to provide different alternatives when answering the questions. 47% of the answers could be grouped in level 2 and 25% in level 1. regarding the control group, we notice that most of the answers fell under levels (1&2). an approach to integration oliva & núñez no. 10 (january june 2015) no. 10 (january june 2015) 102 table 3. total values for the first oral presentation in order to offer more substantial evidence to complement the table above, the following section presents a few extracts voicing the students’ opinions compiled from the answers at each level. level 3 (largely aware) s1. i looked for general information related to the miskitos. there wasn’t a lot of available information so i had to find 3 different types of sources and piece together my presentation from that information. i then used a powerpoint to present in class. s2. i could have practiced in front of spanish speaking people, and not just in front of a mirror or alone. i should film myself at home too. s3. i wanted initial background facts about the shipibos, and wikipedia was very useful. i then used keywords, such as ‘shipibos, shipibos beliefs,’ ‘shipibos current problems’ and other variations of helpful search words. i was also curious if there were any youtube videos about the shipibos, their native language, or anything else that maybe of interest to me that i wanted to share with my classmates. i accidentaly found the you tube video ‘shipibos en lima sos’ and i watched the 9:47 minute video clip over and over because i was in shock, and at which point, i knew i had to include it as part of my presentation. level 2 (becoming aware) s4. i chose the kuna peoples of panama because i had seen some kuna women while traveling briefly in panama in 2005. i had always wondered what their history was but never took time previously to find out. s5. i searched online for the characteristics of the tarahumaras and then i chose what i found most interesting. s6. i could have put a few bullet points on my powerpoint to assist with less reading directly from my notes in the presentation. an approach to integration oliva & núñez no. 10 (january june 2015) no. 10 (january june 2015) 103 level 1 (largely unaware) s7. i looked for information in the internet. s8. i looked up for information about shakira and translated it. then, i looked for pictures and video to match. s9. nothing. the table illustrates that the highest values in both groups are expressed in the category “becoming aware.” in other words, students resorted to anecdotal evidence, introspection and meta-language. in terms of the final oral presentation, we observe the following. table 4. total values for the final oral presentation below, we include a few extracts of student voices quotes that fall under the category of level 2, “becoming aware.” s1. the main thing is to make myself understood. i chose this topic knowing that it was complicated to explain in spanish. there were lots of words to learn and remember. i tried not to use my paper. s2. i think i did a job. i found that walmart now has organic products. i felt more comfortable this time. i know i need more practice to speak in public. s3. i don’t see this as an issue but i spent a lot of time looking for photos to tell my story. i’m not sure if i made myself understood. sometimes i feel i have the intention to say something and when i say it in spanish, it does not sound as what i wanted to say. s4. the pronunciation problems are due to nervousness, and even when i prepare i still get nervous speaking in spanish in front of a classroom. in the experimental group, the level three values have increased. an explanation for this could be that students resorted to alternative strategies that helped locate the answers at this level. table 5 provides a summary of both presentations. an approach to integration oliva & núñez no. 10 (january june 2015) no. 10 (january june 2015) 104 table 5. summary of values found in both groups based on the answers provided in the experimental group, we observe that the majority of values fall into categories 2 and 3. in the control group, most values fell into the level 2 category. we offer a few possible explanations for this finding, which will be elucidated upon in the conclusion. inter-rater reliability to test the inter-rater reliability, we decided to use the kappa cohen test electronic calculator, which is available online3. for the interpretation of results, we used the landis and koch (1977) rating scale. table 6. agreement between evaluators according to cohen kappa test following the landis and koch rating scale (1977), the percentage found (k = 923 076) was almost perfect because, according to the rating table, the number is between 0.81 and 1.00. in other words, the 3 the calculator used to find the k value using kappa cohen can be found in [http://justusrandolph.net/kappa/] an approach to integration oliva & núñez no. 10 (january june 2015) no. 10 (january june 2015) 105 evaluators did not differ significantly when rating the experimental group (category 1). regarding level 2, “becoming aware,” the following difference was found: k = 692,307. following the same procedure, the percentage is ‘substantial’ as the value of k is defined by the values .61 and .80. similarly, in level 3 “largely aware,” the value was k = 692307. we observed that in the control group, the value for level 1was also substantial. level 2 was also reported to be substantial, while level 3 was ‘almost perfect.’ taking this into account, and with respect to the first hypothesis at the beginning of the study, we can say that, indeed, the students who took the clil class demonstrated greater autonomy at the time of the posttest. raters categorized their responses to the questionnaires mostly at levels 2 “take control” and 3 “with great control.” results of portfolio analysis to analyze the portfolio, the researcher used a rubric with the following categories: a) student exercises “control” in the portfolio and b) student reflects on his/her learning (table2). further descriptors were used, and two raters evaluated the portfolios before comparing the experimental group with the control group. the following sections describe the results first for the experimental group, then the control group. experimental group. with respect to “student exercises control in the portfolio” (see rubric-section a), students in both classes completed all parts of the portfolio (85%). we identified progress in at least two skills. in terms of “student reflects on his/her learning” (see rubric section b), the results show the following: most students (61%) show evidence of reflection in their writing. this evidence was collected from various parts of the portfolio: assessment needs, linguistic bibliography, longand short-term learning goals. control group. with regards to “student exercises control in the portfolio” (see rubric-section a), we observed that only 57% of the class presented all of the different parts of the portfolio. as for the criteria of “student reflects on his/her learning” (see rubric-section b), 57% of students reflected on their short/long-term goals in writing, both in the needs assessment, and in the linguistic bibliography and other components. considering the second hypothesis in this research, we observed that the portfolio promotes greater autonomy in those learners who took the clil class. upon analyzing the learners’ autonomy, we found an approach to integration oliva & núñez no. 10 (january june 2015) no. 10 (january june 2015) 106 evidence that 85% of the students in the experimental group showed evidence of all parts of the portfolio, while in the control group only 57% of the students demonstrated this capacity. for exemplification, we will present student extracts from the portfolio (linguistic bibliography). these extracts were written in spanish and are here transcribed in english. students in the experimental group in the future, i hope to attend classes in the business field. i am an mba student and i want to learn things about my profession. (s.1) my long-term objectives are to communicate with other people in the language and have the right level to work with an organization. (s.2) i want to live in a country where spanish is spoken and work with people whose expertise is environmental studies. (s.3) my writing, speaking and listening have improved enormously. i need to learn more vocabulary and spanish terms related to economics so that i can use the language in my future career. (s.4) students in the control group my knowledge of the language has grown a lot. besides, the chapter about nature has helped me increase the vocabulary about environment. my grammar has improved as well. in spite of this, i need help in a lot of things. (s.1) next semester, i hope to continue learning more about grammar and improving my comprehension, listening… (s.2) i learned a lot of vocabulary but i do not know every word or phrase from the book. i do not like the exercises from the supersite. i am fed up with the supersite i understand the reason to use it. i can use and study with the supersite in the future. (s.3) i would like to learn more verb tenses. i would like to speak more. i think i can write more or less. i know i need to practice speaking more. (s. 4) an approach to integration oliva & núñez no. 10 (january june 2015) no. 10 (january june 2015) 107 conclusions we noticed that 40% of the students were able to justify their answers in category 3, “largely aware,” but the control group’s answers demonstrated a lower value (12%) in that category. a possible explanation might be that students in the experimental group resorted to the selection and presentation of topics that were closely related to their concentrations in their masters’ degrees. when asked the last question “what else would you have done differently?” they offered examples of alternatives, which permitted their responses to be categorized as level 3. in several instances, we noticed that students’ answers demonstrated knowledge that they were acquiring in their current studies, previous experience, or in their bachelor’s studies and job-related experiences. the majority of the students in the control group opted to select topics related to their books. in their presentations, the atmosphere became monotonous, and many of the presentations overlapped with what others had said. for example, many students presented the topic of “traveling.” a possible explanation for this overlap was that students found their repertoire of choices restricted. this restriction led students to answer questions using statements without strong justifications or deeper insight, which explains why those answers were categorized in level 1. at level 2, the experimental group and the control group are nearly equal, at 44% and 48%, respectively. we noticed a difference in level 1 in both groups (40% control and 16% experimental). we also saw in the experimental group that most of the answers were categorized in level 2 because learners provided sound and justifiable explanations. regarding the portfolio, the difference between both groups might be explained by the fact that in the experimental group, students found the content of the class to be rich, varied and more in sync with their concentrations and interests. students presented topics that were closely related to the issues dealt with in class. therefore, students were able to reflect upon topics of interest; by comparison, the students in the control group exhibited less motivation. the pedagogical implications of this research demonstrate the importance of fostering teamwork with teachers and/or experts of content classes at the university level. such collaboration could assist in refining the didactic rationale in spanish foreign language classes that follow the content-based instruction format. secondly, this research also highlighted the importance of planning activities related to the interests of adult students studying different specializations. regarding the limitations of the study, we believe that the following factors need to be noted. first, the age groups should be an approach to integration oliva & núñez no. 10 (january june 2015) no. 10 (january june 2015) 108 considered, as the students in the experimental group seemed to have more work-related experience than the participants in the control group. second, in the experimental group, students had the chance to work with material that they studied in their own concentrations, whereas the control group worked only with topics related to their books. at this point, we believe in the importance of incorporating more specific topics related to students’ interests and needs, especially at the university and graduate levels. future research should focus on content-based instruction formats where autonomy could be operationalized in other aspects, including the sociocultural aspect. future studies should contemplate motivation and autonomy in students as well as other variables, such as students’ use of the target language outside of the language classroom. an approach to integration oliva & núñez no. 10 (january june 2015) no. 10 (january june 2015) 109 references actfl (2012). actfl proficiency guidelines. retrieved from: http://www.actfl.org/publications/guidelines-and-manuals/actflproficiencyguidelines-2012. arter, j., & spandel, v. 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(2009). a person-in-context relational view of emergent motivation, self and identity. in z. dörnyei & e. ushioda (eds.), motivation, language identity and the l2 self (pp. 215-228). bristol: multilingual matters. wegrzecka-kowalewski, eva, (1997). content-based instruction: is it possible in high school? in m. snow and d. brinton (eds.) the content-based classroom. new york: longman. authors *pablo m. oliva parera received his master’s of arts in educational leadership at east carolina university. he is a phd candidate at the universidad de granada. he has been teaching spanish through content-based instruction and distance learning formats in the united states since 2006. *maría pilar núñez delgado is a researcher and professor at the universidad de granada, where she received her phd in philology. she has been leading the research group étimo since october 2008. this group is in charge of researching and publication related to the didactics of the spanish language. an approach to integration no. 10 (january june 2015) no. 10 (january june 2015) 118 no. 11 (july december 2015) no. 11 (july december 2015) using the epostl for dialogic reflection in efl teacher education1 el uso de epostl para la reflexión dialógica en la educación de los docentes de inglés como lengua extranjera holli schauber2* university of geneva, switzerland abstract for many pre-service english as a foreign language (efl) teachers and their mentors, the theory and practice driven european portfolio for student teachers of languages (epostl)3 occupies a prominent and practical role in their preparation programs as a delivery system of core pedagogical skills and knowledge. interest in the role that dialogical reflection plays in this process is studied in an efl teacher education program at a swiss university that relies heavily on the epostl for the professional development awareness-raising. while the epostl contributes valuable core knowledge to the processes of dialogic and mentored-reflection, certain program components provide more opportunities for scaffolded reflection than others. keywords: english as a foreign language, epostl, dialogic reflection 1 received: july 15, 2015 / accepted: october 16, 2015 2 holli.schauber@unige.ch 3 epostl http://archive.ecml.at/mtp2/fte/pdf/c3_epostl_e.pdf gist education and learning research journal. issn 1692-5777. no. 11, (july december) 2015. pp. 118-137. 119 no. 11 (july december 2015) no. 11 (july december 2015) resumen para muchos docentes en formación de inglés como segunda lengua extranjera y sus mentores, la teoría y la práctica guiada por el portfolio europeo para futuros profesores de idiomas – epostl, ocupa un papel importante y práctico en sus programas de preparación, al ser el núcleo fundamental para el desarrollo de conocimiento y competencias pedagógicas. la importancia del papel que juega la reflexión dialógica en este proceso, es analizado en un programa de formación de docentes de inglés como lengua extranjera en una universidad suiza, el cual se basa en gran medida en epostl para la sensibilización de los programas de desarrollo profesional docente. a pesar que epostl contribuye de manera valiosa al conocimiento fundamental de los procesos de reflexión dialógica orientada, ciertos componentes del programa proporcionan más oportunidades para generar una reflexión andamiada en comparación con otras. palabras clave: inglés como lengua extranjera, epostl, reflexión dialógica resumo para muitos docentes em formação de inglês como segunda língua estrangeira e seus mentores, a teoria e a prática guiada pelo portfolio europeu para futuros professores de idiomas – epostl ocupa um papel importante e prático nos seus programas de preparação, ao ser o núcleo fundamental para o desenvolvimento de conhecimento e competências pedagógicas. a importância do papel que joga a reflexão dialógica neste processo é analisada em um programa de formação de docentes de inglês como língua estrangeira em uma universidade suíça, o qual se baseia em grande medida na epostl para a sensibilização dos programas de desenvolvimento profissional docente. apesar de que o epostl contribui de maneira valiosa ao conhecimento fundamental dos processos de reflexão dialógica orientada, certos componentes do programa proporcionam mais oportunidades para gerar uma reflexão em comparação com outras. palavras clave: inglês como língua estrangeira, epostl, reflexão dialógica schauber 120 no. 11 (july december 2015) no. 11 (july december 2015) introduction the ongoing interest in reflective practices in efl teacher preparation remains widespread in recent research and teacher education materials (belvis, pineda, armengol, & moreno 2013; burkert & schwienhorst, 2008; cakir & balcikanli, 2012; farrell, 2012; harmer, 2015; velikova, 2013; yesilbura, 2011). reflective practices have become so commonplace in the discourse associated with teacher education that the notion is often included without a clear definition of the role it should play in shaping the professional development process (farrell, 2012). what we do know, however, is that we want trainees to engage in copious amounts of reflection so that they no longer need us after they exit our programs. reinforcement of this trend towards reflection in professional development can be found in the introduction of the epostl into the european discourse and educational policy initiatives on foreign language teacher preparation and learning (newby et al., 2007). developed by the european council on modern languages (ecml) in response to the search for practice and reflection-driven innovative approaches to foreign language teaching and learning, the epostl is one of several practical guides serving the english as a foreign language (efl) teaching and learning community. recognition of its value to teacher development and effective practice has meant a surge in its application internationally. newby (2012b) equates the epostl with seven categories of good practice in teacher preparation that include: promoting teacher autonomy, fostering a reflective mode, reinforcing the rationales and approaches to learning and teaching, making the scope and aims of teacher education transparent, rendering the competences explicit, facilitating selfassessment and promoting coherence in classroom practice. while these are good reasons to introduce the epostl into a teacher preparation program, our initial decision to adopt the epostl in 2008 stems from several additional pedagogical objectives. we sought to anchor our mentoring, supervision, practicum, and teaching processes to a theory and practice-driven tool that could deliver essential efl knowledge in ways that complemented our program model and in particular the dialogic reflection dimension it nurtures. our decision was further motivated by our view that effective efl teacher preparation grows organically out of dialogic reflection that is centered on constructive mentoring relationships that deliver and build teacher knowledge that is explicit and contextually driven, which we associate with significant teacher learning. it is likewise our view that the pedagogical conversations the epostl nurtures contribute to reducing the theory-practice divide that is so often a barrier to student-teacher buy-in during the induction process. using the epostl for dialogic reflection schauber 121 no. 11 (july december 2015) no. 11 (july december 2015) at the macro level, this article is concerned with innovation and best practices in efl teacher education, while at the micro level with how the epostl introduces a steady flow of dialogic reflection, and through that process, the didactic knowledge that enhances situated efl teacher learning and development. these concerns form the conceptual foundation for the view adopted in this article that the epostl and the dialogical reflection process it feeds represent a shift in how theory driven practical information should and can be delivered in practicum experiences and supervision initiatives. the purpose of the present reflection on efl teacher preparation is to examine where and how the epostl mediates and supports dialogic reflection in the six core components of our program: 1) methods classes and related research assignments; 2) lesson planning and teaching/learning objectives; 3) student and teacher observations and reports; 4) debriefing through dialogic reflection after observations; 5) independent reflection and goal setting; and 6) assessment criteria for certification meetings. after a descriptive overview of the epostl and the research it has generated, a review of the literature on dialogic reflection is provided followed by a discussion of the specific ways in which the epostl shapes the dialogic reflective dimension of our efl program model. the epostl as a tool for dialogic reflection what is the epostl? the epostl is a teacher-learning didactic tool that is organized around seven foreign language teaching and learning themes (see appendix 1 for the list of themes or use the following link to access the epostl4). each category has its own set of principled descriptors that are expressed as can do statements and which function as self-assessment and reflection opportunities for monitoring the understanding and use of the descriptors at various intervals in the teacher education process. each of the 195 descriptors conveys procedural know how and establishes a link between theory and practice. darling-hammond & bransford (2005) have suggested that getting teachers to analyze and theorize about their teaching as part of reflection can reduce the theory-practice divide. a primary goal of the epostl is to support teacher learning in different program components at the preand in-service levels. the epostl is sufficiently well-rounded that it acknowledges the types of teacher knowledge put forth by shulman (1987): 1) content; 2) general pedagogy; 3) curriculum; 4 http://archive.ecml.at/mtp2/fte/pdf/c3_epostl_e.pdf using the epostl for dialogic reflection schauber 122 context methodology resources lesson plannig conducting a lesson independent learning assessment of learning self assessment no. 11 (july december 2015) no. 11 (july december 2015) using the epostl for dialogic reflection schauber 4) pedagogical content; 5) learners and their characteristics; 6) educational contexts; and a more recent type of teacher knowledge focusing on 7) technological pedagogical content knowledge (koehler & mishra, 2009). these are reinforced and recycled through a core body of efl knowledge found in the extensions of the epostl’s seven categories. see figure 1. figure 1. epostl’s seven categories (http://archive.ecml.at/mtp2/fte/pdf/ c3_epostl_e.pdf) the following are several example descriptors taken from three of the above sections of the epostl. each descriptor signals a language learning principle and tells teachers what to consider and how to teach. • methodology: speaking and spoken interaction: “i can create a supportive atmosphere that invites learners to take part in speaking activities” (epostl, descriptor 1, p. 21). • resources: “i can locate and select listening and reading materials appropriate for the needs of my learners from a variety of sources, such as literature, mass media and the internet” (epostl, descriptor 3, p. 31). • conducting a lesson: lesson content: “i can vary and balance activities to include a variety of skills and competences” (epostl, descriptor 2, p. 35). 123 no. 11 (july december 2015) no. 11 (july december 2015) • assessment of learning: portfolios: “i can assess portfolios in relation to valid and transparent criteria” (epostl descriptor 4, p. 48) the epostl provides several access routes to the development of efl teacher pedagogical knowledge. it raises awareness about the ideas and views that are valued in efl teaching and learning while providing a practical expression of the language learning principle upon which each descriptor is based. the portfolio is set up to be used in light of the individual pre-service teacher’s areas of needs and objectives and as an outgrowth of core program content. johnson (2009) argued that language teacher preparation should give teachers the tools to interpret their instructional experiences in light of the prevailing theory about language learning and teaching. re-tooling professional development requires that trainees become managers and apprentices of the learning process. student teachers require a voice in the direction, planning, execution, and assessment of their teaching in concert with more seasoned professionals. through dialogic reflection, zones of proximal (teacher) development are created (johnson, 2009; warford, 2011). when these elements are present, teachers are more likely to consider their professional development relevant and authentic; this in turn makes teacher learning and improved teaching practice more likely. in our program model, the descriptors are explained and explored in methods classes, during mentoring, debriefing, or peer tutoring sessions, and through assigned readings. the student teacher may select a relevant descriptor as part of lesson planning, for independent reflection and self-monitoring after teaching, or it may be raised by the teacher educator in class, or by the field supervisor in a report to highlight its presence or absence in the lesson observed. it may also be raised in a debriefing session after an observation through dialogic reflection to set objectives for follow-up instructional planning or as criteria to evaluate teacher competence and development. epostl and reflection much of the recent literature on the epostl rallies around issues of autonomy and reflection. many existing models of efl teacher preparation organize teacher learning around the core paradigms of socially-mediated, reflective, and practice-driven processes (ball & forzani, 2009; grossman, hammerness & mcdonald, 2009; johnson, 2009). these processes rest on the idea that they help preand in-service teachers approach their instruction more proactively and in more informed and autonomous ways. within this framework, teacher educators and mentors present novice teachers with using the epostl for dialogic reflection schauber 124 no. 11 (july december 2015) no. 11 (july december 2015) resources and learning opportunities that promote dialogue through which reflection is modelled and cultivated with an eye toward developing situated and complex pedagogical knowledge. ultimately, the goal is to use reflection to move teachers toward positions of autonomy in their own classroom practices. this naturally has the best chance of occurring through contact with varied and valued sources of expertise, such as mentors. this does not negate the value of experiential knowledge nor the sanctioned literature to which they are exposed to in the coursework and the practicum experience. recent efl implementation studies have explored how to introduce new elements into a program to enhance the teacher learning process without corrupting or completely overhauling it (troyan, davin & donato, 2013). as a relatively new program element, the epostl, and the dialogic reflection it generates, operates in tandem with and as an outgrowth of the myriad ways that trainees are exposed to in the profession, whether they be the contextualized challenges of classroom practice, or the review of the principles behind certain theoretical assumptions being explored. the dialogic interaction around the epostl is both a proactive and reactive process about the essential practical elements necessary for effective efl teaching. in their review of the literature on practice-driven teacher education, hlas and hlas (2012) argue for the need to make visible those core practices that are quintessentially identifiable as foreign language teaching and those that novice practitioners are less likely to learn independently. while the epostl is not the unequivocally sanctioned list of core practices, its coverage and range is complex and relevant. while there is no present consensus about what (theory-driven) tools may improve the process of efl teacher preparation, or what ratio or type of mentoring, dialogic reflection or practicum experience may be necessary for teacher learning to occur, there is growing consensus about the value of specifying and discussing the micro-practices (strategies, routines, and moves) that can enhance pedagogical understanding and teaching. recently however, some have called for a more dialogically driven approach to raise awareness of these practices during the preand in-service stages to facilitate deeper understanding of the complexities of language teaching and learning (edge, 2011). dialogic reflection as mentoring the practice of mentored reflection is a highly valued and encouraged practice in efl teacher preparation, and has been understood through several explanatory prisms: that of rational thought, and as a creative and intuitive process (bean & patel stevens, 2002; dinkelman, 2003; loughran, 2002; yusko, 2004; dewey, 1933; schön, 1983). more recent views invoke the cognitive and affective dimensions involved in making sense of practical teaching experiences to promote professional development (osterman & kottkamp, 2004). mentored reflection on the professional development using the epostl for dialogic reflection schauber 125 no. 11 (july december 2015) no. 11 (july december 2015) process and on the specific and general content and criteria takes teacherlearners through several stages and levels of practice. rodgers (2002) refers to the reflection as a cycle that includes experience, description, analysis and action. she further argues that reflection that leads to change begins with resistance, and is followed by dialogue about making changes, then mimicry, and finally, implementation of the change. the competencies of pre-service practitioners are often intertwined with the competencies of the expert mentor and the references (epostl) examined through “dialogic engagement” (bakhtin, 1981). initiatives to improve teacher preparation and instructional practice tend to focus on either independent reflection or mentored-interaction rather than a combination of both, which underestimates the value of the combined force of the two. promoting reflection is key toward what is a necessary part of future efl teaching. despite the prevailing view of reflection as a solitary act, the epostl facilitates expert modelling of reflection for teacher-learners through dialogue around the issues that need attention in order for improvement and understanding to occur. schön (1988) describes teacher supervision as those activities that promote reflective practice. chief among these are modelling, prompting, inquiring, and mentoring that occur during reflection in and on action (schön, 1983). while pre-service teacher reflection has become commonplace in many teacher preparation programs, various distinctions exist. a distinction has been made between descriptive reflection, which is a detailed account of events; analytic reflection, which tries to explain the events and to suggest alternative options as part of the evaluation of instruction, followed by critical reflection on the socio-cultural and socio-political influences operating in the classroom, the institution and the community (marcos, sánchez & tilleman, 2008). in their case study research on the transformational outcomes of varied contexts of reflective inquiry, lyons, halton and freidus (2013) found that mentored reflection was crucial to learning and changes in stance and frames of reference. dialogic teaching, which stems from vygotsky’s emphasis on socially-mediated cognitive development, has become synonymous with pedagogical innovation and with being among the most beneficial approaches for learning (alexander, 2006; lyle, 2008). effective professional development and efl a brief overview of the studies of effective professional development, not specific to efl contexts, but still of particular relevance to them, has yielded a wide range of criteria. professional development is effective and meaningful when it considers the daily needs, concerns, and interests of individual teachers, promotes reflection and goal setting over an extended period of time, using the epostl for dialogic reflection schauber 126 no. 11 (july december 2015) no. 11 (july december 2015) provides trainee teachers with access to external resources and opportunities for collaboration with experts, and attempts to bridge the gap between theory and practice (darling-hammond, 1997; richardson, 2003). professional development that is effective also needs to be classroomembedded, and instructionally driven in order for teachers to view it as relevant and authentic. according to hunzicker (2011, p. 179), this requires changing tactics from a ‘one shot’, ‘sit and get’ model to one where teacher learning is an ongoing process. teachers approach contextualized professional development more seriously because it brings practice into focus and draws it closer to theory. the particular knowledge associated with efl professional development includes second language acquisition theory, knowledge of the language as a communication and linguistic system, methods for teaching efl, content area instruction, cooperative learning, and the socio-cultural dimensions of teaching a second language. part of the explanation for the gap between theory and practice lies in part on the absence of context in the discourse on practice and in part on the inability to render the theory in applicable terms, like the epostl descriptors do. in addition to guskey’s (2000) notion of effective professional development as “ongoing, intentional, and systematic” (p. 16), most of the literature on effective professional development cites reflection as essential, both independently and with a mentor, and dialogue as deliberation, discussion and negotiation. teacher preparation becomes interactive when trainees can reflect on their practice during dialogue with a mentor to identify problems, exchange ideas and collaborate toward solutions. hunzicker’s (2011) checklist serves as a guide for determining the most effective professional development practices. when professional development is supportive, job-embedded, instructionally-focused, collaborative and ongoing, teachers are more likely to consider it relevant and authentic, which is more likely to result in teacher learning and improved teaching practice. using the epostl the efforts using the epostl described in this article were recorded naturally as part of our day–to-day use of it in our teaching, supervision activities, observation reports and students’ reliance on it. we realized the dialogic thrust and potential of the epostl and sought to examine where in our program dialogic reflection was most prevalent and what the implications might be for our student teachers. this reflection is based on a two-year efl teacher preparation program at a public university in switzerland. the epostl was introduced into using the epostl for dialogic reflection schauber 127 no. 11 (july december 2015) no. 11 (july december 2015) the program in 2008 and operates as a stable element across all program components: didactic or methods classes, student observation reports and projects, lesson planning, field supervisor reports, debriefing sessions, working sessions, and mid-term and final written exams, and mid-term and final certification meetings. in the 2014-2015 academic year of the program, there were 13 first-year and 27 second-year students. in addition to coursework, only second-year students have a practicum experience in the public schools, while first-year students conduct a prescribed number of observations along with their coursework. students are exposed to the epostl in the first year and dialogic reflection goes into high gear in the second year as each student is paired with a field supervisor. two faculty members run and teach the program supported by seven field supervisors. by shifting assumptions about teacher education research and practice and the increasing attention being paid to the role of experience in the learning process, this paper attempts to contribute to the knowledge base in the field of efl teacher preparation. it recognizes that (dialogic) reflection, which involves returning to and recasting instructional experiences results in unforeseen insights, rendering the complexities of the teacher education and teacher learning process visible. this study refers to schön’s (1987) call for student–teachers’ reflection-in-action, constructing new ways to conceptualize their practicum experience, and hypothesizing about ways to mediate the instructional process through ongoing reflection on their experiences and feelings. the analysis and interpretation of our use of the epostl is organized around the themes of dialogic reflection present and recycled in the six professional development events listed below. the order is based on when student teachers first encounter the epostl. 1 methods class: in class video and case study tasks, projects, observation assignments, and written exams. 2 methods class and mentored dialogue: discussion about principles and relevance of the descriptors and the theories they represent. 3 mentored-dialogical reflection and student teacher lesson preparation: practicum lesson planning and objectives. 4 debriefing and mentored dialogic reflection: based on observation and goal setting for improvement and follow-up teaching. 5 observation reports: student teachers attach epostl descriptors to the elements of the lesson sequences they observe. 6 certification assessment meetings and mentored dialogic reflection: candidates are assessed in light of a percentage of epostl descriptors they have demonstrated in their teaching apprenticeship; in light of those that remain as objectives for continued professional development; and in using the epostl for dialogic reflection schauber 128 no. 11 (july december 2015) no. 11 (july december 2015) light of additional practical teaching ideas raised as extensions of those descriptors. our epostl narrative begins by meeting with student teachers to discuss the objectives and purposes associated with using the epostl, its contexts of use, and the dialogic, reflective and self-evaluative nature of the tool. each of the program components is approached through a process of mentored reflection much like a zone of proximal teacher development (warford, 2011). use of the epostl involves an ongoing process of deconstructing and reconstructing elements of practice both independently and through dialogue with more expert school and university-based mentors. the mentors or field supervisors are all familiar with the content of the methods courses and the readings. methods classes guiding theoretical principles are cornerstones of efl methods classes and the variables around which class content is organized. the epostl descriptors serve as a complimentary means of exposing learners to the specific didactic knowledge being explored. relevant epostl descriptors are introduced related to the given theme of the class. if the class is on listening, the epostl descriptors for listening are presented and a video of a listening sequence may be presented with a task asking students to match the descriptors to what was observed. a dialogue about which descriptors are relevant and what language teaching and language learning principles they express ensues. students are free to argue for their own choice of descriptor(s) to reflect a certain element in the sequence. within the methods classes there are also written tests and assignments that require students to consult the epostl as a reference for what they have observed in their practicum and also for what they have identified as the teaching and learning objectives in their project sequence. lesson planning during the practicum experience, students are expected to rely on the epostl to support their lesson planning. as part of lesson planning, trainee teachers identify descriptors that are relevant to the objectives set for the lesson. in many cases, the descriptors escort the lesson planning rather than follow it. when trainees plan lessons with their mentors, the epostl descriptors become an integral part of the mentored dialogue about the lesson objectives, content and organization. using the epostl for dialogic reflection schauber 129 no. 11 (july december 2015) no. 11 (july december 2015) student observations when students conduct their observations, the epostl stands as a reference for evaluating, assessing and analyzing what they have observed regarding the teacher’s objectives and execution of those goals. mentor reports after observations after each of the 10-12 lesson observations which mentors are required to conduct, reports are written and relevant epostl descriptors are highlighted in light of the contributions their presence or absence made to the lesson. in the reports, mentors set goals in terms of epostl descriptors, which the trainees see after the debriefing session. the identification of epostl descriptors launches the debriefing dialogue that follows every observation. debriefing after observations or during information sessions when mentors and beginning practitioners debrief, the epostl descriptors and the praxis elements they specify may be at the core of their discussion. during these debriefings, areas of need are identified and solutions are sought against the backdrop of the epostl. mentors encourage teacher-learners to reorient their practice guided by epostl descriptors. consciousness-raising occurs to promote awareness of the areas that need improving and to promote understanding of the principles that the relevant epostl descriptors represent. the mentored dialogue promotes a reflective stance and gets the teacher-learner to take responsibility for the lesson elements they implemented or not in light of the lesson plan and the epostl descriptors, included as objectives. to help students identify areas of strength and need, the mentor prompts the teacher-learner to engage in a process of reflection either by modelling the practice or by helping the learner select epostl descriptors that represent areas for improvement. objectives are set as part of the dialogue between the learner and the mentor for the follow-up observation. certification assessment the ability to act on those goals lies at the heart of the teaching evaluation process. the epostl is used both as a summative tool with exit and certification criteria and as a formative tool for setting goals and evaluating ongoing classroom-based teaching performance. trainees are expected to have demonstrated competence in 70% of two separate sets of descriptors halfway through and at the end of the practicum experience. failure to demonstrate competence, understanding or implementation of the descriptor’s core principle can lead to denial of certification and/or failure. using the epostl for dialogic reflection schauber 130 no. 11 (july december 2015) no. 11 (july december 2015) the epostl, mediated by a mentor, contributes to a process of sociallyconstructed teacher knowledge that ensues in part from scaffolded and dialogic reflection. the experienced mentor moves the novice practitioner along the continuum of professional development by identifying epostl descriptors that represent areas for improvement. change in the dialogue occurs when trainees act on their reflections and newfound awareness, and demonstrate the capacity to select and use the descriptor in class. that transformation is marked by the selection of different epostl descriptors for the next event of mentored and dialogic reflection. a review of the six components of the program reveals that three professional activities present the best opportunities for copious amounts of mentored and dialogic reflection. the first of these three events is the debriefing session after an observation. the trainee and field supervisor meet for a 60-120 minute session to review and evaluate the lesson. the epostl descriptors selected for the lesson plan are discussed and evaluated for their relevance and appropriateness, and the mentor poses questions, which may refer to other possible descriptors to prompt reflection on finding alternatives to improve or modify the lesson observed. micro-strategies, ideas and techniques are presented as part of the consciousness-raising process and references to epostl descriptors mark the dialogue. student teachers are exposed to contextually relevant support, which increases their ability to link the epostl descriptors to their practice and develop the complex professional knowledge that efl practitioners are expected to demonstrate. the second event is a one-to-one working session between the mentor and the student-teacher. working sessions can be requested by the studentteacher or recommended by the field supervisor in place of an observation. in a working session the focus of the session is typically decided beforehand because a conceptual or practical problem has been identified either by the mentor or the student-teacher. for example, one candidate was struggling with summative assessment for interactive speaking activities and was seeking help with the development of the criteria for an assessment grid. other candidates needed help with lesson planning and objectives and the mentor provided a framework for considering these through dialogic reflection. referring to the epostl was one of the organizing modes for addressing both these challenges. in their article on professional development design and its impact on outcomes, lauer, christopher, firpo-triplett & buchting (2014) report that teacher preparation programs that emphasize how to teach the target subject confer more benefits than those providing generic strategies. the final event where considerable amount of interactive reflection occurs is during the certification assessment sessions. dialogic reflection and mentored-awareness raising are equally present in the certification using the epostl for dialogic reflection schauber 131 no. 11 (july december 2015) no. 11 (july december 2015) assessment sessions that candidates and their mentors hold twice a year. in these sessions, review of the epostl descriptors takes place to determine which of the descriptors have been demonstrated in the practicum experience. if a sufficient number has been covered, then the candidate is awarded either an interim attestation or a final attestation to mark successful completion of the practicum. in these sessions, the students provide examples from their teaching linked to descriptors. a process of dialogic reflection ensues and practical ideas that spring from the practicum experiences are introduced. this is followed by an oral report from the mentor and field supervisor. the three teacher-learning events described above are not suggestive of a finite set of professional development possibilities. the epostl is a flexible tool because its shape grows organically out of the individual teacher using it. moreover, it can be configured for a number of developing teacher profiles as a theoretical and practical departure point of reference and integrated into the dialogue with mentors. in each of the contexts discussed above, the epostl initially exposes the trainee teacher to the descriptor’s underlying concept and then reinforces it through repeated exposure in follow-up encounters. in each case the epostl in concert with dialogic reflection functions as a delivery system of core pedagogical skills and knowledge for situated efl practice. conclusions there is an acknowledged shift in how the epostl’s varied components prompt the planning, observation, reflection, discussion and assessment of teacher learning and practice. that shift appears to have long tentacles. to borrow a term from management, it permits trainee teachers to deep dive into the criteria underlying effective efl teaching and to develop a repertoire of objectives and competence-driven expertise. dialogic reflection around the epostl communicates what gets valued and what is expected in effective efl teaching (newby, 2012a). the epostl operates much like a gps wherein destination coordinates are plugged in and a roadmap appears in the form of descriptors with intermittent stops along the way to review the route and the final destination. recalculating and reviewing the route to the destination occurs through socially-mediated processes. the epostl allows the trainee teacher to move through a zone of proximal teacher development during the induction and apprenticeship phase. a zone of proximal teacher development (zptd) is the distance between what trainee teachers can do independently and a proximal level they can achieve through dialogically-mediated support from more expert sources, including but not limited to the epostl. teacher knowledge does not develop solely through the transfer of facts, but rather by appropriating and configuring using the epostl for dialogic reflection schauber 132 no. 11 (july december 2015) no. 11 (july december 2015) meanings nurtured in part through the process of dialogic reflection (golombek & johnson, 2004, cited in warford, 2011). pre-service teachers determine what resonates with their understanding of the contextual challenges they face. here, situated learning is meshed with the epostl through the mediating role of the mentor. trainee teachers and their mentors build pedagogical knowledge through the use of a mediated tool. the epostl allows teachers to systematically anchor their instruction to a set of principled statements by merging those scientific concepts with local understandings and practices. the epostl merges theory with practice by front-loading and back-loading descriptors onto the experiential dimension of teacher preparation. the epostl tool should support trainee teachers in their analyses, planning, reflection, and self-assessment. the preparation of a learning autobiography sets the stage for a lifetime of professional growth, offering a diagnostic of directions toward which the candidate’s affective-volitional disposition might be most profitably directed and where they might benefit from sensitive, intensive mediation from the teacher-educator. while the epostl has oriented trainees and their mentors in a worthwhile direction, several shortcomings have been identified. concerns have been raised about the number of descriptors (195) and their connection to identifiable outcomes and the lack of any globally referenced benchmarks (burkert & schwienhorst, 2008). parallel criticisms can be made about the finite set of descriptors that ultimately restrict the kinds of claims that can be made about what the candidate has or still needs to acquire. second, the descriptors are often expressed in very general terms, which may fail to make important contextual distinctions regarding different efl learner profiles. third, there is an uneven distribution of descriptors across the different sections of the epostl with some categories containing far fewer descriptors than others. for example, vocabulary contains only three descriptors whereas speaking contains more than 10. this imbalance does not reflect current thinking about what gets valued in efl teaching, the materials that support practice, and the curricular goals upon which both are predicated. a further shortcoming is the non-standardized manner in which epostl users chart their progress and declare (in) progress, achievement (success), or failure. as such, the reliability of the tool as a formative assessment system or basis for certification may be limited. since epostl descriptors are stated as can do statements evidence of the ability to do something is not always presented through repeated trials and confirming observations. much of the self-assessment is on the honour system. a final drawback of the epostl in our program is the sheer number of descriptors and the limited timeframe in which to cover them. that combination has necessitated paring down the tool, in a hierarchical way, to descriptors using the epostl for dialogic reflection schauber 133 no. 11 (july december 2015) no. 11 (july december 2015) deemed essential for certification. the selection of the essential descriptors are discussed and voted upon, that means that those descriptors left out of the final list become marginalized and deemphasized. there is a coercive element to the epostl despite its flexibly adaptable nature. attempts to place them into a hierarchy may be counterintuitive because it may contribute to emphasizing one aspect more than another without knowing what the final impact will be from the unequal emphasis. research on how the epostl is used in other teacher preparation settings would further the discussion about its reliability as a training and reflection tool and contribute to harmonizing its use. further study might also lead to the development of a guide on how it can best be used across the different contexts identified in this article. a validation study could provide much needed reinforcement for statistically significant claims about the different micropractices contained within the epostl. survey research would likewise prove worthwhile in contributing information about tendencies, frequencies, and profiles of epostl-using communities and the descriptors that are prioritized. using the epostl for dialogic reflection schauber 134 no. 11 (july december 2015) no. 11 (july december 2015) references alexander, r. 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(2011). reflection at the interface of theory and practice: an analysis of preservice english language teachers’ written reflections. australian journal of teacher education, 36(3), 104-116. yusko, b. (2004). promoting reflective teaching conversations: framing and reframing the problem. teaching education, 5, 363-374. author * holli schauber holds a doctorate in education and teaches in the institute for teacher education at the university of geneva, switzerland. her research and teaching are conducted as related activities and focus on teacher preparation, second language learning and use, and writing in a second language. using the epostl for dialogic reflection schauber 6 promotion of learner autonomy in a freshmen’s english course at a colombian university1 promoción de la autonomía del aprendiz en un curso de inglés para estudiantes de primer año en una universidad colombiana. alexander ramírez2* universidad del valle, colombia abstract this paper presents the results of an action-research cycle conducted at universidad del valle, which aimed at fostering learner autonomy in freshmen from a foreign languages program, within an english course. the study established the freshmen’s entrance profile regarding learner autonomy, and implemented a course based on the development of autonomous behaviors. finally, an exit profile was established to measure the impact of the intervention. the results show significant progress in the development of some behaviors and suggest that this type of initiatives need to be planned in a long-term basis. key words: independent learning, learner autonomy, learning strategies, self-access centers, autonomous behaviors. resumen este artículo presenta los resultados de un ciclo de investigación-acción llevada a cabo en la universidad del valle, cuyo objetivo fue fomentar la 1 this paper is issued from the research study “diseño, implementación y evaluación de dos cursos básicos de inglés basados en el fomento y desarrollo de la autonomía”, carried out in the preservice teachers program licenciatura en lenguas extranjeras inglés-francés, at escuela de ciencias del lenguaje, universidad del valle. it was sponsored by vicerrectoría de investigaciones from universidad del valle under the registration code ci-4329. received february 15th 2017/accepted august 29th 2017 2 alexander.ramirez.e@correounivalle.edu.co ramírez gist education and learning research journal. issn 1692-5777. no.15. (july december) 2017. pp. 6-28. no. 15 (july december, 2017) no. 15 (july december, 2017) 7 autonomía en estudiantes de primer semestre de lenguas extranjeras, en un curso de inglés. el estudio estableció el perfil de entrada de los estudiantes en cuanto a su autonomía como aprendices, y se implementó un curso basado en el desarrollo de comportamientos autónomos. finalmente se estableció el perfil de salida para medir el impacto de la intervención. los resultados muestran un progreso significativo en el desarrollo de algunos de estos comportamientos y sugieren que estas propuestas deben ser planificadas a largo plazo. palabras clave: aprendizaje independiente, autonomía del aprendiz, estrategias de aprendizaje, centros de auto acceso, comportamientos autónomos. resumo este artigo apresenta os resultados de um ciclo de pesquisa-ação realizada na universidade do valle, cujo objetivo foi fomentar a autonomia em estudantes de primeiro semestre de línguas estrangeiras, em um curso de inglês. o estudo estabeleceu o perfil de entrada dos estudantes em relação a sua autonomia como aprendizes, e foi implementado um curso baseado no desenvolvimento de comportamentos autónomos. finalmente, se estabeleceu o perfil de saída para medir o impacto da intervenção. os resultados mostram um progresso significativo no desenvolvimento de alguns destes comportamentos e sugerem que estas propostas devem ser planejadas ao longo prazo. palavras chave: aprendizagem independente, autonomia do aprendiz, estratégias de aprendizagem, centros de auto acesso, comportamentos autônomos. ramírez no. 15 (july december, 2017) no. 15 (july december, 2017) 8 introduction the development of learner autonomy constitutes a powerful tool to overcome social, cultural and institutional constraints that might interfere in the learning process (benson & voller, 1997; abril, 2014). an autonomous learner exerts total control over what, how and when he wants to learn, and therefore will manage to surpass any obstacle that prevents him from reaching his goals. in the field of language learning, autonomy becomes doubly important, as you need to be an independent learner as well as an independent user of the language (pennycook, 1997). on these grounds, the concept of autonomy has become a major topic in applied linguistics research, as societies and institutions have embraced it as an important and desired educational goal (benson, 2001; benson & voller, 1997; sinclair, 2000; paiva & braga, 2008). such is the case of universidad del valle, and more particularly of its school of language sciences, where the desire for autonomy is formally stated in the different official documents from the program curriculum, as well as in the institutional pei3. bearing this in mind, a research was conducted through the design of two basic english courses, based on the promotion and development of autonomy, for the foreign languages program, as well as the implementation and evaluation of the first course. the research had a twofold purpose: on the one hand, to give projection to previous local studies (hernández & quesada, 1999; cárdenas et al., 2001, cárdenas, 2006; areiza, 2010), around the concept of autonomy from a theoretical perspective, and materialize an applicable didactic proposal; and on the other hand, to fulfill the need to form autonomous learners, as evidenced in various studies (gómez & hurtado, 2012; gonzález, 2012; gómez, g., 2012), also local, carried out under the self-evaluation process for the accreditation of the program. throughout this paper, i intend to present a snapshot of the research design and the results eventually obtained. but beyond that, i put forward a frank reflection on some aspects, difficulties, and challenges to consider when it comes to transforming behaviors and motivate students to become autonomous subjects, hoping that this experience may serve as a tool to language teachers interested in such intricate task. 3 spanish acronym for: institution’s educational project learner autonomy in an english course ramírez no. 15 (july december, 2017) no. 15 (july december, 2017) 9 theoretical framework autonomy and its importance in language learning although the concept of autonomy is difficult to be encompassed in a short definition, several authors agree that, in general terms, autonomy in learning refers to the learner’s possibility of managing and making decisions about his/her own learning process (benson & voller, 1997; dam, 1995; sinclair, 2000). the prominence given to autonomy in the field of foreign language education goes hand in hand with the rise of the communicative approach. this latter implies a change in the roles of the teacher and the students, as well as a new conception of the language and, therefore, a new understanding of the way to teach it and learn it. on this grounds, paiva & braga (2008) state that “in the seventies, with the emergence of a new concept of language – language as communication – and the emphasis on the cognitive processes, autonomy appeared as a central feature in fl teaching” (p. 442). the importance of autonomy lies in the fact that it equips the student to overcome obstacles of different nature that may rise between him and his learning goals. in language learning specifically, learner autonomy is especially important given that the learner of a language needs to develop autonomy to learn and autonomy to use the language (pennycook, 1997). learner training for the development of autonomy for the purposes of this study, learner training was deemed a paramount element in the promotion of learner autonomy: in order for a student to become autonomous, he/she needs to be equipped, through training, to cope with a new vision of learning. there have been, however, dissenters to the view that a learner should be taught how to become autonomous, as the idea of receiving any sort of training can be understood as an automatized behavior and, therefore, an antonym of autonomy. holec (1980), for instance, lies at the heart of the discussion by claiming that “the basic methodology for learner training should be that of discovery […] by proceeding largely by trial and error he trains himself progressively” (p.42). as a rebuttal to this, authors like dickinson (1992) and esch (1997) argue convincingly that learner training can be explicitly carried out at initial stages of the learning process, and that such process does not refrain independent learning. on the contrary, learner training empowers the students with learning strategies and metacognitive tools that may boost motivation and independence towards learning. learner autonomy in an english course ramírez no. 15 (july december, 2017) no. 15 (july december, 2017) 10 to portray this issue in sturtridge’s terms (1997): “those who have received learner training will have already been made aware of the need to be aware of their own goals, to be able to monitor their own progress and evaluate their own performance” (p. 76). along similar lines, hernández (2016) puts forward the argument that language learners in a foreign language major must be explicitly trained into the use of learning strategies at an early stage of the process. for this author, an explicit training “informs the students about their possibilities for learning, generates motivation and desire to change the way they approach new knowledge, and improves their time finally, besides learning strategies, this type of training needs to incorporate reflection workshops on why autonomy is important in language learning, how to work in self-access centers and how languages are learned (ramírez, 2015; esch, 1997), all in all, “we do not expect a carpenter to learn to handle the tools of his trade, but to learn nothing of the properties of the wood” (sturtridge, 1997, p.78). autonomy and self access centers the use of self-access centers for the development of learner autonomy has been present for four decades now, with overwhelming evidence of their efficacy in catering to different learners’ needs, which has made them grow in popularity in different countries. reinders & lázaro (2008), for instance, report a study of 46 self-access centers in five countries, where these facilities are perceived as “a time-, and cost-effective approach to learning a second language, or that it has additional benefits to learning not offered by other types of learning environments” (p. 56). self-access centers can be defined as the facilities where appropriate resources are provided to learners, on behalf of an institution, to foster the development of autonomous behaviors (sheerin, 1997). in fact, such centers are an effective strategy, in cotterall’s (2008) words to “pay more attention to individual learners, and their unique motivations, experiences, and stories. an autonomy-fostering approach to language learning is therefore likely to focus first on individual learners’ psychological relation to the language learning process, and only then on the strategies they adopt” (p.119). although self-access centers can be the result of evaluating and adapting previous facilities with new purposes and goals, these centers must go beyond a mere collection of books, computers, cd’s and/ or software; they have to be a space where all resources are closely learner autonomy in an english course ramírez no. 15 (july december, 2017) no. 15 (july december, 2017) 11 related to the activities, objectives and methodologies promoted in the classroom, so that learners find room for the independent practice of languages, by means of materials they feel familiar with. according to sturtridge (1997), the provision of a successful selfaccess center implies the training and development of both the faculty and the learners. teachers from a given institution need to be trained in how to establish the link between the center and their courses, so that the center does not turn into a mere extension of the classroom, where learners’ activities continue to be controlled (trim, 1977). equally important, teachers need to be trained in the design of proper materials for self-access learning, as the meaningfulness of the materials and resources found in the center will determine the acceptance or rejection on the part of the students. furthermore, students need to be trained in how to make use of the center, how to choose suitable material, and how to select activities that are not too challenging that they may feel frustrated, or too easy as to not to make any progress at all. in other words, the teacher and the students must undergo substantial changes in the roles they have been traditionally assigned in education (voller, 1997). the promotion of learner autonomy through syllabus design often, research in autonomy proposes rich theoretical discussions. however, when it comes to intervention issues, the promotion and development of learner autonomy can be a challenge for many teachers who are looking for a practical model to incorporate concrete actions into their course designs, as stated by barbara (2007) and ramírez (2015). in this regard, cotterall (1995, 2000) develops a solid proposal on the elements that must be intertwined in a syllabus design. the author starts from the premise that autonomy cannot be “clipped on to existing learning programs” (cotterall, 1995, p.220) but must imply a totally new design, which must also be embraced as an institutional initiative. in this regard, hammond & collins (1991) argue that if a proposal based on the development of autonomy “ is not institutionalized but merely tolerated as a minor aberration, it is unlikely to be taken seriously by learners or faculty, and may well fail completely” (p. 208). thus, cotterall (1995, 2000) proposes a series of elements and principles (shown in italics) to take into account in a syllabus design. first, the author proposes that the course provide the opportunity to negotiate course goals with students, while encouraging them to set learner autonomy in an english course ramírez no. 15 (july december, 2017) no. 15 (july december, 2017) 12 shortand long-term objectives at all times. a training in learning strategies ensures that students have the necessary tools to undertake the course successfully (sturtridge, 1997; cotterall, 1995, 2000, hernández, 2016). the course should also offer a specific space for the learner/teacher dialogue, which is a context of tutoring, feedback and constant reflection on learning in general, and learning a language in particular. also, the syllabus should integrate the use of tasks and the design of materials, by the teacher and the students, who have free access to intervene in the class and propose themselves as leaders of a particular activity. finally, the students are encouraged to write a student record booklet, or journal, in which they record their experiences and can keep track of personal progress. building on these theoretical grounds, ramírez (2015) proposes some practical guidelines to incorporate cotterall’s elements and principles (1995, 2000) into a concrete syllabus design. methodology type of study this research featured a descriptive-interpretive nature in its initial phases, and a propositional phase that led into an intervention. analysis of data corresponds to a qualitative method, as the study was framed in a cycle of action-research, whose essential purpose is to guide decision-making and change processes that favor the improvement of educational practices (sandín, 2003). researchers such as cárdenas (2006) and fandiño (2008) emphasize the relation between action research and the development of autonomy because the former leads into didactic approaches that actively involve both students and teachers in learning experiences. context and participants the study was carried out with 20 first-semester students enrolled in the foreign languages (english-french) program from escuela de ciencias del lenguaje, universidad del valle (ecluv), in cali, colombia. all the students involved in the research process were between the ages of 16 and 18. most of them finished their high school in public schools in the city of cali, except for four students who graduated from private non-bilingual institutions. learner autonomy in an english course ramírez no. 15 (july december, 2017) no. 15 (july december, 2017) 13 research stages and data collection instruments the action-research cycle comprised three stages. the first stage, or diagnosis, started with a 1-year monitoring of two self-access centers (resource center and computer room) and the opportunities for the development of the autonomy offered by the institution. the objective was to determine if these centers actually played any role in the promotion of autonomy on behalf of the institution, and if there was relationship between these spaces and the syllabi designed by seven (7) professors who were traditionally in charge of first semester english courses. accordingly, english syllabi were analyzed and first semester teachers were surveyed to determine if autonomy was explicitly promoted and set as a course objective. finally, once the group of freshmen was enrolled for their first english course, they were inquired about their self-perceptions regarding their degree of autonomy and the autonomous learning behaviors they brought from their previous learning experiences, which led to the constitution of an initial autonomy profiles. data collection instruments in this phase included the self-access centers’ registration forms, one teachers’ survey and documentary study of the english courses’ syllabi, and one students’ survey to establish the initial profile. the second stage, also called design and implementation, encompassed the creation and execution of an english syllabus that was carefully tailored to fit the purpose of fostering learner autonomy. this syllabus design, which i report thoroughly in ramírez (2015), accounts for a practical model in which the principles proposed by cotterall (1995, 2000) and the methodology of task-based learning approach are interwoven into a didactic proposal for the development of learner autonomy. in a nutshell, and besides the conventional course contents, the syllabus also comprised a training program on learning strategies, specific individual and group sessions for teacher/student dialogue throughout the course, the design and implementation of tasks and learning materials by both the teacher and the students, the design of activities and materials for the self-access centers, and a series of supplementary talks that provided constant reflection feedback on autonomy-related themes. it should be noted that the integration of a task-based approach was paramount, since tasks encourage students to set their own goals and foster constant processes of dialogue, active participation, self-monitoring, and reflection upon feedback (ramírez, 2015). throughout this stage, data were collected from a teacher’s diary, students’ diaries and classroom observation forms. finally, the evaluation stage aimed at assessing the effects of the endeavor at the end of the first semester. to that end, all students learner autonomy in an english course ramírez no. 15 (july december, 2017) no. 15 (july december, 2017) 14 were surveyed once again with the same instrument used in the first stage, in order to come up with an exit profile. the contrast of the freshmen’s initial and exit profiles evinced the impact of the course in the acquisition or improvement of autonomous behaviors, learning strategies, and new study habits towards language learning. moreover, half of the group of freshmen participated in a focus group, in which they evaluated the experience and provided feedback for further syllabi design. students’ perceptions collected in the survey and focus group were triangulated with the teacher’s journal. results self-access centers, english course syllabi, and the institutional promotion of autonomy the data yielded in the diagnosis stage the lack of an actual promotion of learner autonomy in the institutional context. during the year prior to the arrival of the freshmen, the monitoring of the selfaccess centers revealed that these spaces were being underutilized and did not fulfill their purpose. the former foreign languages students were submerged in a sort of institutional culture of little use of the centers. in addition, a closer look at the behaviors of the few center visitors showed that these spaces were used mostly for leisure and relaxation rather than for learning activities and language practices. most english teachers also showed very little or no participation whatsoever towards the use of the self-access centers. all of them admitted ignoring the opportunities offered by the centers for the development of autonomy and recognized that they did not establish a link between these spaces and their course designs. in general, all of them expressed not knowing how to equip students to take full advantage of the materials and resources offered in self-access centers. two of the surveyed teachers claimed to have visited the center with their class, however the center’s registration form indicated that the teachers conducted a regular class under their total domain of class topics and activities, and in which there was no evidence of self-access activities on behalf of the students. in other words, these two teachers used the facilities of the centers as a mere classroom swap, but failed to understand the nature of the self-access center, institutionally conceived as a venue for students to make decisions in favor of their independent practice of the language. as a result, none of the centers has material designed by the teachers themselves or specific activities that enhance the independent practice of languages. learner autonomy in an english course ramírez no. 15 (july december, 2017) no. 15 (july december, 2017) 15 although autonomy is established as a desire and purpose of the institution according to its governing documents, the analysis of 14 english syllabi revealed the lack of direct relation to the concept of autonomy; only 2 out of 14 syllabi mentioned autonomy, although none of the course objectives actually aimed at it. moreover, the syllabi’s structure features the kind of mainstream course where setting goals, establishing content and choosing an evaluation system is under the exclusive domain of the teacher with no say from his/her students. on the basis of this evidence, one can put forward the claim that it is not possible to successfully implement a proposal for the development of autonomy if there is no institutional culture that supports such an endeavor, which must be solidly built on its teachers, curricula and resources. on these grounds, the new syllabus design and course implementation took into account the above-mentioned shortcomings, in order to provide an environment that is conducive to the development of learner autonomy. autonomy profiles before and after the course implementation before starting the course, all freshmen were given a survey that inquired about the presence of 30 autonomous behaviors (appendix 1). these behaviors were measured on a likert scale taking into account students’ previous english learning experiences in high school or language institutes. the same survey was completed by the students once they finished their first semester, in order to establish the exit profile and, consequently, the impact of the course. these 30 behaviors fit into five categories that allowed the contrast and analysis of the profiles of entrance and exit. the five categories are: table 1: autonomous behaviors categories learner autonomy in an english course ramírez no. 15 (july december, 2017) no. 15 (july december, 2017) 16 table 2 displays a sample of the way the students’ answers were classified on a likert scale: table 2: students’ answers in category 1 the first column in table 2 indicates the category evaluated, the second column shows the numbering of behaviors on the survey chart (appendix 1), columns 3 to 6 show the four values on the liker scale, under which the amount of students who chose each options is indicated. finally, the total percentage of students per choice is shown at the end of each column. the initial profile shows passive students with very little autonomy in the process of language learning. in the four categories analyzed, responses “rarely” and “never” obtained 38% and 53%, respectively, which means there was a 91% absence of autonomous behaviors in the population surveyed with regard to learning english experiences before reaching college. table 3 below shows the consolidated results of the freshmen’s entrance profile: table 3: freshmen’s autonomous behaviors before the intervention learner autonomy in an english course ramírez no. 15 (july december, 2017) no. 15 (july december, 2017) 17 after a semester of the implementation of the syllabus design, described in detail in ramirez (2005), the survey was re-applied to establish the exit profiles. table 4 shows a contrast between the percentages obtained at the beginning and at the end, only for the option “always”: table 4: contrast of entrance and exit profile for the answer “always” the contrast shows the increase in the frequency of occurrence of the behaviors comprised in each category, in this case for the response “always”. the most evident progress appears in categories 1 (setting goals) and 3 (development of learning strategies). such an improvement may be due to the fact that the behaviors in both categories correspond to concrete actions and tasks modeled and fostered by the teacher throughout the course, and replicated by the students in both the classroom and the self-access centers. it should be noted that, although students were exposed to a wide array of strategies during the training program sessions, only six strategies were emphasized throughout the course activities and tasks. these strategies belonged to the metacognitive, cognitive and memory categories proposed by oxford (1990, 2011). the rationale behind adopting a limited number of strategies complies with recommendations made by previous research works in the same institution; the findings of hernández (2016), for instance, suggest that working on a small set of strategies allows the teacher to monitor better their development, and provides the learners with enough practice to get a grasp of how strategies are applied, and to be able to choose wisely the ones that suit them best. different is the case of categories 2 (reflection, self-knowledge and metacognitive processes) and 5 (selection and design of learning materials) in which progress is much subtler, or category 4 (selfmonitoring and self-evaluation), which did not show any change; some thoughts on the possible reasons behind these results are presented in the discussion section. finally, table 5 displays the contrast between the entrance and the exit profiles regarding all five categories, and taking into account all the answer choices on the likert scale. learner autonomy in an english course ramírez no. 15 (july december, 2017) no. 15 (july december, 2017) 18 table 5: contrast of entrance and exit profile for all liker scale the contrast between the entrance and the exit profile of freshmen’s autonomy shows evident improvement in 3 out of the 5 categories analyzed. in category 1 (setting goals), for instance, freshmen indicated that before reaching college, only a 3% of them would set out short, medium, and long term goals to improve their english proficiency (2% always and 1% sometimes); after the first semester, 89% of this population claim to have set learning goals regarding english on a regular basis (80% always and 9% sometimes). the development of learning strategies (category 3) also reveals an interesting increase of 79% compared to the initial 13% established in the entrance profile (both percentages comprise the answers “always” and “sometimes”). a more subtle -yet valuableadvancement is observed with regard to the selection and/or design of materials and learning activities by the learners themselves (category 5). initially, 68% of students would never select or design a learning material on their own, while 32% of them would rarely do so. answers “always” and “sometimes” in this category were not chosen by any student in the entrance profile, as the design of learning activities and the selection of materials is usually attributed to the role of the teacher. the exit profile, however, shows an encouraging 20% of students who make decisions on materials and activities in favor of their learning process (12% always, 8% sometimes). there is still a significant 52% of students who report not doing so ever. categories 2 and 4 comprise the behaviors related to metacognition and self-evaluation, respectively. in category 2, the entrance profile indicates that 55% of the surveyed population would never make an introspective look into their learning styles, their personal needs or learner autonomy in an english course ramírez no. 15 (july december, 2017) no. 15 (july december, 2017) 19 their progress towards language learning; whereas 35% of them would rarely do it, for a total 90% of people showing a rather passive attitude in terms of metacognitive processes. after the course implementation, this 90% of the population only decreased to an 82% (40% rarely, 42% never). in the case of category 4, the lack of autonomy in terms of selfevaluating and self-monitoring behaviors was evidenced in 79% of the students in the entrance profile, which increased to an 84% in the exit profile. once again, monitoring and evaluation of learning processes are traditionally considered a responsibility of the teacher only, which might be the reason why the participants of this study struggled to take full control of these activities. discussion the entrance profile of students regarding autonomy showed a self-perception that was far from the profile established by the initial survey. the students had a blurred concept of autonomy, which they often confused with responsibility. most of them claimed to be highly autonomous because they attended classes regularly, because they handed in their homework on time, and because they did what they were asked to do; on the basis of these perceptions, it seems fair to suggest that there was certain degree of reactive –but not proactive autonomy (littlewood, 1999). later, through the element of student / teacher dialogue (cotterall, 1995) promoted throughout the course, all students reported having learned something on their own: one student had learned to play guitar by watching youtube videos, another one learned japanese on internet forums to interact in online videogames, another student was a self-taught cook, and so on, they all identified some kind of knowledge about which they had made the decision to acquire based on a particular need. however, when this was extrapolated to the educational field, all of the students agreed that when learning takes place framed formally in an academic institution, decisions about what, when and how to learn are delegated to the institution or teacher. therefore, the learning strategies that they have empirically developed in other facets of their lives, as well as the self-knowledge about their learning styles and preferences, are elements that the students unconsciously leave out of the academic institution. it is a culture that has been brewed over many generations and which takes time to be transformed. the positive results obtained in categories 1, 3 and 5 correspond to the principles proposed by cotterall (2000), on which the design of the implemented course was based. in the first place, the setting learner autonomy in an english course ramírez no. 15 (july december, 2017) no. 15 (july december, 2017) 20 of objectives by the students was one of the activities that was most emphasized during the course. in fact, students participated in the designed the syllabus’s objectives, as a course based on the development of autonomy must allow learners to identify their needs and plan their learning accordingly. the idea of someone else deciding what, when and how to learn does not make much sense, yet again, in the educational field this is the idea that implicitly prevails. therefore, every activity, every task, and every assignment students were exposed to, had an explicit objective, and throughout the course students were encouraged to set short and long-term goals for what they wanted and needed to learn. it is up to them to decide what level of proficiency they want to achieve in the language according to their personal purposes. in this sense, both the content and the pacing of the course, as well as the sequence in which the curriculum is distributed, are only a proposal that the learner can (and must, for that matter) modify and complement in favor of successful learning; this proposal is not a straitjacket with which learners must resign themselves and settle for. in fact, when a students is not willing to modify the syllabus or to complement it, he is assuming a passive behavior through which, unconsciously, the responsibility of choosing what, when and how to learn is casted over the teacher’s shoulders, as well as the student’s academic success or failure. also, the implementation of the course through a task-based approach allowed, on the one hand, for each task to be explicitly focused on the exploration and development of a specific learning strategy; on the other hand, it allowed for each task material to serve as a model for students to choose or design similar resources on their own, for their practices outside the classroom. in fact, for each task modeled in class, two or three more tasks were designed and left in the self-access centers, so that the material available for students’ retrieval and autonomous practices was related to the topics and methodology that students were familiar with. its stands to reason that this is the explanation for the positive increase of percentages in categories 3 and 5, in the exit profile, as well as the increase in visits to the self-access centers. conversely, categories 2 and 4, which did not evince a meaningful change, imply a challenge for the constant promotion of learner autonomy through the curricula. making a student aware of the need to evaluate both his own learning and the type of learner he/she is, give rise to a change in the traditional roles that have been culturally delegated to the teacher, as well as a gradual transfer of responsibilities to the domain of the learner. the challenge here lies in the fact that, in turn, the teacher learner autonomy in an english course ramírez no. 15 (july december, 2017) no. 15 (july december, 2017) 21 has to be aware and willing to transfer such responsibilities, without fear of losing control of the class, the group or even the institution. the biggest challenge, however, is not just for the students, but for all the people who make up the staff of a given institution. in administrative terms, the promotion of autonomy implies the commitment of the directives and the teachers towards the design of curricula in which the development of the autonomy is a transverse axis, with initial training that equips the learner to be gradually released into the decision-making path. in instrumental terms, this implies the design and implementation of courses that are closely related to the promotion of self-access, which will result in designing materials for the classroom and self-access centers, and thus could represent a little more work than a regular course. it is also very important to remember that any initiative to promote learner autonomy involves the joint effort of a whole team, and not just a couple of teachers, or a couple of isolated courses. if autonomy is a desire and an institutional goal, then the whole institution and its academic apparatus must concentrate on this aim, so that the learner perceives that autonomy is part of the general environment of the institution, and not of the preference of some isolated teachers. finally, the weaknesses and limitations of this study mainly lie on two facts. first, this study offers a snapshot of autonomous behaviors before and after an implementation, but the impact of such behaviors on language proficiency hasn’t been measured. future works, consequently, should observe students’ progress in their language proficiency; this however, needs to be done after students have been exposed to at least three or four courses based on the promotion of autonomy. second, the endeavor was undertaken by one english professor, in a major where students learn two foreign languages (english and french) compulsory and simultaneously. in this sense, future work needs to focus on implementing the proposal at a greater scale, involving teachers from the french department and other subjects, and monitoring the students’ progress in a wider scope comprising at least the first 3 semesters. conclusion the promotion of learner autonomy in a university implies a previous process of diagnosis and evaluation of the institution, the opportunities this latter offers for the development of independent learners and an introspective look into the institutional culture. these aspects should be taken care of before designing a curricular proposal. secondly, the curricular proposal must have a robust apparatus in learner autonomy in an english course ramírez no. 15 (july december, 2017) no. 15 (july december, 2017) 22 favor of autonomy at all levels of the instruction. in other words, the implementation must go beyond a single course, or a small training. although autonomy might be stated as a desirable goal, institutions are not always clear about what is needed to implement a true promotion of independent learning. both teachers and students are often the product of a culture and a long tradition, characterized by the lack of autonomous behaviors in formal educational context. therefore, changing the conception and roles points toward the adoption of new habits on both sides; but above all it points toward the implementation of long-term plans to beget the seed of an institutional culture, that goes beyond the personal desire of a teacher or the particular design of a single course. a good training program in autonomy and learning strategies at a university level should take place in a medium-term process, in which at least the first three semesters serve as the foundation, and from then on, the student will be empowered and released, little by little, into his/her own decision-making path. ideally, however, the endeavor of learner autonomy, in language learning and in all fields of knowledge, should be implemented as early as possible, starting in primary school and high school. learner autonomy in an english course ramírez no. 15 (july december, 2017) no. 15 (july december, 2017) 23 references abril, a. 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(1997) an exploration of the relationship between selfaccess and independent learning. in p. benson & p. voller (eds.), autonomy and independence in language learning (pp.35-53). harlow, essex: longman. sturtridge, g. (1997). teaching and learning in self-access centres: changing roles? in p. benson & p. voller (eds.), autonomy and independence in language learning (pp. 66-77). london, uk: longman. trim, j. (1977). some possibilities and limitations of learner autonomy. in e. harding-esch (ed.) self-directed learning and autonomy. (pp. 13-15) university of cambridge, department of linguistics. voller, p. (1997). does the teacher have a role in autonomous language learning? in p. benson & p. voller (eds.), autonomy and independence in language learning (pp.98-113). harlow, essex: longman. learner autonomy in an english course ramírez no. 15 (july december, 2017) no. 15 (july december, 2017) 26 author *alexander ramírez espinosa holds a bachelor in foreign languages and a master’s degree in linguistics, both degrees from universidad del valle (colombia). currently, he works at the school of language sciences, universidad del valle, as an english and linguistics professor for the foreign languages teaching program, the master program in crosslinguistic and intercultural studies, and the technology program in interpretation for the deaf and the deaf-blind. learner autonomy in an english course ramírez no. 15 (july december, 2017) no. 15 (july december, 2017) 27 appendix 1: autonomous behaviors survey note: this survey has been taken from ramirez (2015), who designed each utterance by adapting the characteristics of autonomous learners proposed by aparicio et al. (1995), cárdenas (2003), dam (1995), and dickinson (1992). read the following statements and choose the option that better describes their degree of certainty, as appropriate 1. at school, you were able to determine your level of english proficiency. 2. at school, you reflected about the relationship between english and the cultures associated to this language. 3. you discovered and explored your favorite ways of relating to the language. 4. at school you discovered your particular learning style and strategies to learn english effectively. 5. you used your knowledge, preferences, habits, and strategies to select and plan activities to learn english on your own. 6. you expressed your preferences for certain types of learning activities in class. 7. you used diaries or language portfolios to monitor your progress in learning english. 8. you set out short, medium, and long term goals to improve your english proficiency. 9. you used all resources available to study and practice english on your own (libraries, internet, software, music, literature, television, etc.). 10. you devoted time to study and practice english while you were not being monitored by your teacher. 11. you took on extra assignments or academic activities to learn english, even if this did not represent a course grade. 12. you looked for opportunities to learn and practice english outside of school. 13. you carried out extracurricular activities when you considered necessary to learn or reinforce a particular topic. a lw ay s o cc as io na lly r ar el y n ev er learner autonomy in an english course ramírez no. 15 (july december, 2017) no. 15 (july december, 2017) using digital formative assessment to evaluate efl learners’ english speaking skills1 uso de la evaluación formativa digital para evaluar las habilidades de habla inglesa de los estudiantes de inglés como lengua extranjera zeynep çetin köroğlu2* aksaray university, turkey 1 received: october 18th, 2020/ accepted: may 14th 2021 2 zeynepcetin86@gmail.com gist education and learning research journal. issn 1692-5777. no. 22 (january june, 2021). pp. 103-123. 104 no. 22 abstract as it is known formative assessment focuses on both learning process and learner’s performance. in this study, digital formative assessment and traditional speaking tests were utilized comparatively to evaluate 52 upper-intermediate efl learners’ english language speaking skills. the study was designed as a mixed-method. the quantitative data were collected via achievement tests which had been administered both in traditional speaking tests and digital formative tests. the qualitative findings were collected with students’ interviews which consisted of four open-ended questions. the results of the study showed that participants outperformed in digital formative tests in comparison to traditional speaking tests. another significant finding of the study is that participants are satisfied with the digital formative assessments in terms of peer collaboration during tests, enriched test materials, and preparation time for the speaking test. although they have positive views on digital formative assessment, participants are dissatisfied with it in terms of technical problems that they encountered during the administration of digital formative tests. keywords: digital formative assessment, foreign language speaking skills, formative assessment, language testing. resumen como se conoce, la evaluación formativa se enfoca tanto en el proceso de aprendizaje como en el desempeño del estudiante. en este estudio, la evaluación formativa digital y las pruebas tradicionales orales se usaron comparativamente para evaluar a 52 estudiantes de inglés en nivel intermedio superior en la habilidad de habla. el estudio se diseñó como un método mixto. los datos cuantitativos se recolectaron por medio de pruebas de logros las cuales se habían administrado tanto en pruebas tradicionales orales como en pruebas formativas digitales. los datos cualitativos se recolectaron por medio de entrevistas a los estudiantes que consistían en cuatro preguntas abiertas. los resultados del estudio mostraron que los participantes superaron las pruebas formativas digitales en comparación con las pruebas tradicionales. otro resultado significativo es que los participantes estaban satisfechos con las evaluaciones formativas digitales en términos de colaboración entre compañeros durante las pruebas, materiales de prueba enriquecidos y tiempo de preparación para las pruebas orales. aunque han tenido opiniones positivas sobre la evaluación formativa digital, los participantes están insatisfechos con dicha prueba en términos de los problemas técnicos que se han encontrado durante la administración de estas. palabras clave: evaluación formativa digital; habilidades para hablar un idioma extranjero; evaluación formativa; prueba de idiomas. digital formative assessment in speaking skills çetin-köroğlu 105 no. 22 digital formative assessment in speaking skills çetin-köroğlu resumo como se conhece, a avaliação formativa se enfoca tanto no processo de aprendizagem como no desempenho do estudante. neste estudo, a avaliação formativa digital e as provas tradicionais orais se usaram comparativamente para avaliar a 52 estudantes de inglês em nível intermédio superior na habilidade de fala. o estudo se desenhou como um método misto. os dados quantitativos se recolheram por meio de provas de aproveitamentos as quais se tinham administrado tanto em provas tradicionais orais como em provas formativas digitais. os dados qualitativos se coletaram por meio de entrevistas aos estudantes que consistiam em quatro perguntas abertas. os resultados do estudo mostraram que os participantes superaram as provas formativas digitais em comparação com as provas tradicionais. outro resultado significativo é que os participantes estavam satisfeitos com as avaliações formativas digitais em termos de colaboração entre colegas durante as provas, materiais de prova enriquecidos e tempo de preparação para as provas orais. mesmo que tiveram opiniões positivas sobre a avaliação formativa digital, os participantes estão insatisfeitos com mencionada prova em termos dos problemas técnicos que se encontraram durante a administração destas. palavras chave: avaliação formativa digital; habilidades para falar um idioma estrangeiro; avaliação formativa; prova de idiomas. 106 no. 22 introduction a ssessing the oral production of foreign language learners has become one of the main concerns of scholars in the 20th century (celce-murcia, 2013). language skills assessment plays a very crucial role in the learning process but it turns out that changing or reforming assessment is quite difficult. however, in our changing and developing world cultural, theoretical, technological development and changes make reform a necessity in assessment. thus, these changes affect both teaching and learning as well. foreign language speaking skills assessment is perceived as an active process that demonstrates whether language learners have learned what had been taught, and if not, what can be done to solve the problem (william, 2007). there is a direct link between assessment and learning that has been realized by scholars (boz & boz, 2005). assessment studies have begun to shift away from investigating restricted test types to other techniques such as formative assessment, dynamic assessment, digital formative assessment, classroom assessment, etc. thus, the former test types generally make little contribution to language learners’ learning during the assessment and include strict components that cause stress and anxiety during the speaking skills assessment (knight, 1992). however, alternative assessment types such as formative assessment or dynamic assessment consist of scaffolding, peer collaboration, teacher’s mediation, and a more relaxing atmosphere for language learners to perform their skills. in this respect, assessment and learning are highly related to each other, and such assessment techniques should be used to make both learners and teachers benefit from these techniques (boz & boz, 2005). changing and transforming educational technologies make innovative assessment techniques a must in our developing world. for this reason, the present research seeks to unveil different aspects related to the assessment of foreign language speaking skills. it tries to find out whether the digital formative assessment is more effective than traditional speaking tests to evaluate and improve language learners’ foreign language speaking skills. additionally, the current research tries to figure out upperintermediate language learners’ perspectives towards digital formative assessment type which is quite new for them. the present research study is guided by the following research questions: 1. is there any statistically significant difference between test scores of upperintermediate efl learners’ speaking skills in traditional speaking tests and digital formative tests? 2. what conceptions do the upper-intermediate efl learners enrolled at a state university, turkey have on digital formative assessment of speaking skills? digital formative assessment in speaking skills çetin-köroğlu 107 no. 22 related literature as it was mentioned before, assessment has a big impact on students’ learning, and generally, students spend their time on the materials that are covered in the assessment part. in other words, assessment directly affects their learning (baleni, 2015; leung, 2005; leung & mohan, 2004; poehner & lantolf, 2005). the important point to be considered is whether the assessment should be for learning or assessment of learning. the distinction between formative or summative assessment is that summative assessment heavily focuses on what students have learned, in other words outputs of the learning process but formative assessment emphasizes the learning process rather than the learning product by providing feedback (dixson & worrell, 2016). the distinction between these two different assessment types is perceived as two different poles of a continuum (capel et al., 1995) that summative assessment serves the educational system’s needs and it has a bureaucratic purpose. on the other hand, the formative assessment supports learners’ future learning by providing meaningful and constructive feedback. the present research paper focuses mainly on formative assessment and its more recent version of digital formative assessment. another distinction between formative assessment and summative assessment is that purpose and timing differ in these two assessment types. formative assessment is used to assess learners’ positive achievements during the learning process and by giving feedback learners are prepared for a further step of learning. on the other hand, summative assessment is used to record the overall achievement or performance of learners in a systematic way (tgat, 1988). one of the main differences is that formative assessment provides more chances to compensate for learning deficiencies during the learning process. formative assessment is defined as an assessment type that includes quizzes, homework, questions, etc. during instruction to provide direction for future learning of learners (o’connor, 2002). main concerns of formative assessment; it serves to maximize students’ future learning possibilities, develops students’ motivation and learning opportunities, and uses assessment as an actual part of the learning process (boz & boz, 2005; mcmillan, 2014). teachers should follow some main approaches to achieve the goals of formative assessment. it is clear that formative assessment includes highly effective steps to reach the goals. questioning provides critical thinking and active construction of knowledge if students try to find out answers by researching and asking further questions. providing feedback makes students understand their mistakes and shows the correct information. as the third step, peerand self-assessment serve as reflective parts of formative assessment. in the last step, formative use of summative tests provides a continuous assessment cycle and by doing so both students and teachers can see the missing pieces of information in the learning process. therefore, formative assessment should be cyclical and continuous to make learners more active during the learning process (wood, 2010). formative assessment should include an assessment of students’ behaviour and learning process and feedback which are quite effective to recover deficiencies in learning. wood (2010) mentions that learners are active in learning process and learning environment is digital formative assessment in speaking skills çetin-köroğlu 108 no. 22 challenging for both learners and teachers. however, the formative assessment fosters permanent learning and contributes to the future learning of learners. in this respect, its contribution to the learning process and effectiveness is quite obvious. particularly, with the help of formative assessment teachers can check learners’ understanding and help them to make up for lacking knowledge (dirksen, 2011). formative assessment can be planned or interactive; the planned formative assessment provides and evidence with a diagnostic purpose but interactive formative assessment is more spontaneous (bell & cowie, 2001). it is possible to see that both summative assessment and formative assessment are used to test foreign language learners’ language skills and their development in various skills such as reading, writing, speaking, and listening. however, related research indicates that generally summative assessment is used to measure students’ overall achievement in language skills (stanca, et al. 2015). however, with the advent of technologies and students’ increasing demands and readiness towards changes in educational and assessment tools make new assessment types a must. foreign language speaking skills assessment involves multiple activities and various tasks (luoma, 2004) and speaking skills assessment should measure language ability or the use of language rather than students’ knowledge about the topic if the language test does not have a specific purpose (huang, hung & plakans, 2018). speaking skills as a part of pragmatic knowledge represent communication ability, knowledge related to language use in practice, and appropriate use of target language in an appropriate context such as functional and sociolinguistic knowledge (luoma, 2004). in such an assessment environment, students, assessor(s), tools, or tasks for assessment and rubric exist in an interrelated way. it was discussed previously that formative assessment provides many opportunities to students in many ways and its usage to test foreign language speaking skills contributes respectively more than summative assessment. thus, foreign language speaking assessment and tests are perceived as stressful and anxiety increasing moments by foreign language learners (çetin köroğlu, 2019). however, if the formative assessment is administered to test foreign language learners, both their speaking skills are tested and their improvement in foreign language speaking skills is enhanced. the digital formative assessment is quite a new term for speaking assessment and there is very limited research on this term (faber, luyten & visscher, 2017). there is only one research about it which is carried out by fabet et. al. (2017). the results of their study show that the digital formative assessment tool has positive effects on student achievement and motivation. additionally, students’ use measurements support students’ achievement and motivation. one more important finding of the study is that achievement effects were higher for high-performing students. in this respect, there is a big gap both in the definition, application, and research area of digital formative assessment. the term can be defined as the use of formative assessment through digital platforms and steps to foster students’ learning by assessment. various tools can be digital formative assessment in speaking skills çetin-köroğlu 109 no. 22 used to carry out the digital formative assessment, specific to the current research; speaking skills can be assessed through digital chats, recordings of students’ speaking performance, or video scripts commentary which represent authentic language use in a context (jamieson, 2005). additionally, using such tasks provides teachers and researchers the opportunity to better understanding students’ speaking skills development and trace test-takers (dhalhoub-deville, 2001). moreover, such tasks can be used effectively nearly at all levels of language learners because children are called as digital natives nowadays (dingli, & seychell, 2015). some researchers discuss that using e-portfolios is an effective way to assess language learners’ speaking skills development (cepik & yastibas, 2013). gray (2008) states that using e-portfolios provides evidence, reflections, and feedback about learners’ abilities. in addition to these, useful websites can be used to carry out digital formative assessments such as flipgrid. the website presents a video discussion program and teachers can insert any video which they want to the website. they can ask questions and students respond to the questions. seesaw and voicethread can be used as well because these websites have similar features with flipgrid. performance tests and authentic assessments allow students to speak and perform in a real-life context that is crucial in the communicative language (bachman & palmer, 2010). similarly, digital formative assessment provides authentic tasks and rich content during assessment phases and divides it into steps that decrease students’ speaking anxiety and stress. moreover, digital formative assessment supports instruction by focusing on students’ performances and learning rather than their overall achievement. even though developing technologies offer a range of digital assessment tools, only a little portion of teachers are eager to use them. this can be a result of difficulties and hardship when teachers use digital assessment tools (levy & stockwell, 2006). however, utilizing these tools modify and evolve foreign language speaking skills by chipping in and enhancing students’ learning while they are assessed. additionally, the digital formative assessment draws students’ attention to different contexts and tools instead of text anxiety. methodology the current research study aims to provide both qualitative and quantitative examination of the upperintermediate efl learners who study at a state university, turkey. the study was designed as a mixed-method study to investigate participants’ speaking skills performance. to this end, it presents digital formative tests’ impact on efl learners’ speaking skills development in comparison to traditional speaking tests and participants’ perceptions towards digital formative assessment and its usage in a speaking skills evaluation. digital formative assessment in speaking skills çetin-köroğlu 110 no. 22 research participants the participants for this research were enrolled in foreign language teaching department of a state university, turkey. the participants were selected based on convenience sampling. their age varied between 18 to 21 years old. the total number of participants included in this study is fifty-two. participants consisted of 16 male and 36 female students. the participants were first-graders of the department and they are student teachers of english. participants nearly have a similar speaking skills performance which is presumed due to their speaking skills test scores of preparatory classes of the department. the research was carried out in oral communication skills i and ii during an academic year, 20192020. data collection instrument the present study relied on two traditional speaking assessment tests and two digital formative assessments which were evaluated through speaking skills assessment rubrics and a written structured interview. the rubric included five domains which were fluency, accuracy, grammatical structure, pronunciation, and vocabulary. the rubric was used to grade participants’ speaking skills performance in both test types. the written structured interview consisted of four open-ended questions that aimed to find out participants’ perceptions towards digital formative test administration in terms of its effectiveness. data collection procedure before the administration of both traditional speaking tests and digital formative tests, students’ speaking skills achievement scores of the preparatory class were examined and concluded that they have nearly the same level of speaking skills in english. as the first test phase, the traditional speaking test was administered to all participants. in traditional tests, ten different topics such as globalization, nature, friendship, hobbies, etc. were selected and these themes were written on a piece of paper and each topic was put in an envelope. students were called one by one to test the office and they selected one of the envelopes and thought for five minutes about the theme. then each student was expected to speak about the theme nearly for five to ten minutes. two test administrators applied the traditional speaking test and graded each student’s speaking performance. the second test phase was carried out with the same procedure as the traditional speaking test after three months. the third test phase was carried out as a digital formative assessment which was quite different than the traditional speaking test. the researcher of the study utilized edmodo as a learning management system to administer the test. before the test was administered, four digital formative assessment in speaking skills çetin-köroğlu 111 no. 22 videos were uploaded to edmodo. vocabulary charts were prepared and uploaded for each video too. students had two hours to prepare their speech about the videos. they were expected to select one of them and to record a video of their own while they were talking on the material. various tasks were introduced to students before the test administration such as role-play, interview, group discussion, etc. additionally, students were free to talk individually or in a group. after they recorded their videos, they were expected to deliver their videos to the researcher through edmodo, google drive, and whatsapp. the fourth test phase was administered as the same as the third test phase. students were free to select videos from the used lms, in current research which was edmodo. additionally, they were free to select a task and perform individually or in a group. they recorded their speaking performance and then sent to the researcher. at the end of the fourth phase, the written structured interview was administered to the participants of the study. participants participated in the study voluntarily and their names were kept anonymous for confidential reasons. test types test 1 traditional speaking skills test test 2 traditional speaking skills test test 3 digital formative speaking skills test test 4 digital formative speaking skills test data analysis method students’ test scores were calculated and the mean score was presented for each test. the quantitative data helped in the interpretation and discussion of the two different speaking tests’ effectiveness in terms of student achievement. the written structured interview questions were analysed through content analysis. for each question, various themes and codes were created and discussed within the light of related literature. thematic analysis was adopted to extract the theme from the written interviews. that is, the themes were emerged from the data of the research instead of imposing predetermined themes on the data, so the inductive approach was adopted (charmaz, 2006). findings quantitative findings quantitative findings of the four test phases are presented through the table which is placed below. analysis of findings reveals that participants have similar test scores in test 1 and test 2. their average score in test one is 61.25 and in test 2 score is 63.50. as it was mentioned in test three and test four digital, formative tests were administered with a different procedure than the traditional speaking tests. the average score for digital formative assessment in speaking skills çetin-köroğlu 112 no. 22 test three is 84.50 which is quite higher than the test two. additionally, in test four participants’ average test score is higher than test three, which shows participants experienced a novel speaking skills assessment type and succeeded in terms of academic achievement. table 1. the average score of traditional speaking skills tests and digital formative speaking tests. participants’ number test 1 traditional speaking skills test test 2 traditional speaking skills test test 3 digital formative speaking skills test test 4 digital formative speaking skills test average test score of participants 60 61.25 63.50 84.50 86.50 participants speaking performances were graded through an analytic rubric which included fluency, accuracy, grammatical structure, pronunciation, and vocabulary dimensions. hence, analytic rubrics offer detailed, focused, and precise assessment by covering various aspects of oral performance (mertler, 2001). participants’ average score for each dimension is provided through the table below. table 2. participants’ average test scores due to sub-dimensions. test 1 traditional speaking skills test test 2 traditional speaking skills test test 3 digital formative speaking skills test test 4 digital formative speaking skills test fluency 11,25 11,7 19,11 21,6 accuracy 13,25 13,9 15,7 17,3 grammatical structure 11,50 10,9 14,5 12,3 pronunciation 12,50 13,2 13,3 13,3 vocabulary 13,25 13,8 19,9 21,0 digital formative assessment in speaking skills çetin-köroğlu 113 no. 22 it is indicated in table 2 that participants nearly had the same result in fluency dimension in test 1 and test 2 phases. their average score is 11.25 % and 11.7 %. the result of fluency dimension relatively increased in test 3 and test 4 as 19.11 % and 21.6 % in digital formative tests, which can be interpreted participants spoke more fluently in digital formative tests. when the accuracy dimension’s test scores are examined, a gradual increase can be seen in table 2. as it is known traditional speaking test doesn’t provide material during the speaking performance but digital formative test provides students with prepared materials, background information, necessary vocabularies, and preparation time. in this respect, students may have a chance to prepare their speech for the test. as it is presented in table 2, participants got the highest accuracytest score in test 4 which was administered in the form of a digital formative test. there is no such development in grammatical structure and pronunciation dimension of four test phases. participants’ test scores are nearly similar. on the other hand, they experienced significant improvements in terms of vocabulary dimension. despite their vocabulary, average scores are 13.25 and 13.8 in test 1 and test 2, participants’ vocabulary test scores are 19.9 and 21.0 in test 3 and test 4. the results may indicate that participants used various vocabularies during speaking skills tests. qualitative findings qualitative findings of the study were collected through a written structured interview with questions. themes and codes were created for each question due to participants’ responses. some students’ responses were also presented. the first question was asked to question students’ perspectives towards both traditional speaking tests and digital formative speaking tests. students’ responses lead the researcher to create seven themes for the first question. the first question, themes and these themes’ repetitions rates are presented below; q.1. could you compare the traditional speaking exam and the new speaking exam type digital formative assessment in speaking skills çetin-köroğlu 114 no. 22 table 3. themes and repetitions rates for question 1. theme repetitions interaction with teacher 8 collaboration & i̇nteraction with peers 8 negative views on traditional speaking skills assessment 15 positive views on traditional speaking skills assessment 16 positive views on digital formative assessment of speaking skills 29 negative views on digital formative assessment of speaking skills 12 topic diversity 2 the findings of the first question show that participants have positive views on digital formative speaking tests because the codes for this theme were repeated 29 times in the interview. on the other hand, participants have both negative and positive views on the traditional speaking test. they criticized and got dissatisfied with some parts of traditional speaking test such as teachers’ existence during the test, lack of supportive materials before the test and during the test, being alone during the test and academic topics for speaking test. another important finding of the first question is that participants are satisfied with students’ collaboration and peer interaction features of digital formative assessment. some students have negative views about the new speaking test and prefer interaction with the teacher during the speaking test which is absent in digital formative speaking tests. samples from participants’ responses are provided below; s’s r: ‘i think that the new speaking exam type is so nice because we are relaxing and we can speak fluently. the traditional one makes us nervous so we cannot express our feelings. i think that the new speaking exam type is so useful for students. even if students can speak fluently the traditional speaking exam doesn’t let students express their ideas openly because of its stress and pressure. additionally, it causes stress’. s’s r: ‘i think traditional speaking exam causes stress and nervousness in person but the new speaking exam provides relaxation. you can be comfortable during the exam. the traditional speaking exam is harder than the new one. on the other hand, the new speaking exam is a group study, so it is hard to evaluate each students’ speaking skills’. s’s r: ‘i was less excited in new speaking exam and it had more fun than the traditional one. because there wasn’t a teacher during the exam and we were together with our friends which decreased our stress and anxiety. in traditional digital formative assessment in speaking skills çetin-köroğlu 115 no. 22 speaking exam, there are at least 2 teachers and you can’t make a mistake if you want a good grade from them. in new speaking exam, we had a chance to rerecord us video and time for preparation to our speech. although new type’s all advantages, i would prefer the traditional speaking exam. because, we tried to upload our video to website and ıt took 40 minutes which caused lots of stresses. participants’ responses to the second question lead the researcher to create six themes and various codes for these themes. the themes and their repetitions rates are presented below in table 4. q. 2. what are the positive sides of digital formative assessment? table 4. themes and repetitions rates for question 2. themes repetitions students’ collaboration during exam 14 stress and anxiety 13 new learning opportunities 8 preparation 18 fluency & accuracy 15 technology 3 table 4 indicates that students are satisfied with the digital formative speaking test in terms of preparation before the speaking exam, peer collaboration before, and during the speaking exam. besides, they think that digital formative speaking tests decrease their stress and speaking anxiety because of the relaxing test atmosphere. hence, participants had the opportunity to perform their speech wherever they want. it is seen from students’ performance videos that they were relaxing and they rested and relaxed at their homes and dormitories during the test. some of the participants think that the digital formative speaking test provides new learning opportunities and it is useful to integrate technology into speaking tests. another important result is that they think this test type makes them more fluent and accurate in their english speaking performance. samples from participants’ responses are provided below; s’s r: ‘we studied as a group and discussed our ideas with each other. we learned many new information through videos which had been provided by teacher to choose a topic. we used technology during our speaking exam and it was fun. by talking to camera, i think we can improve our role-play skills’. digital formative assessment in speaking skills çetin-köroğlu 116 no. 22 s’s r: ‘we are less excited because if we make mistake we can record the video again. we had fun because we made role plays and we improvised. we could search a google about the topic so we can learn some information. it was beneficial for our imagination for example we behaved as if we were someone else (felix baumgartner). it was beneficial for us to collaborate with my friends we discussed and shared our ideas. it was exactly a teamwork’. s’s r: ‘new exam type provides us a relax environment. it has flexible test environment. you can research whatever you want in dormitory or your home. you can choose the best topic which suits with your ideas and new exam type includes using technology which one knows to use it well’. s’s r: ‘the positive sides of new exam type are much more than the negative sides the first one is self-confidence. when i make practice i feel myself comfortable. speaking with my friends gives me more energy than teachers during the exam. the second one is happiness. normally, i like speaking english, but when i am anxious i don’t speak clearly in english. our new exam type provided this relax atmosphere to me. thus i was happy yesterday’. s’s r: ‘the new exam type enables to explain your ideas or feelings. thanks to the new type students can make new style about speaking topic and the new type makes them free about expressing their ideas. maybe students can create atmosphere that give them comfort. students share their idea with their friends to create good dialogues and good interview’. participants’ responses to the third question were categorized under various categories and four themes were created to present the data. the themes for the third questions are ‘individual assessment and peer work problem’, ‘ time and time management problems’, ‘ data size and video uploading problems’, and ‘ application problems’. q. 3. what are the negative sides of new exam type? did you experience and technological difficulties in the new exam? table 5. themes and repetitions rates for question 3. themes repetitions individual assessment of student & peer work problem 8 time & time management problems 16 data size & video uploading problems 46 application problems 6 digital formative assessment in speaking skills çetin-köroğlu 117 no. 22 participants stated that they had faced technological problems in digital formative speaking tests. thus, they wrote that after they recorded their videos, they were unable to upload those videos to digital platforms and applications such as edmodo, google drive, and whatsapp. the ‘data size and video uploading problems’ have the highest repetition rate with 46 repetitions among all themes of qualitative data. another negative aspect of this test arising from the participants is that they had time limitations and couldn’t manage their time efficiently. the theme for this issue got 16 relatively high repetitions. according to participants’ responses, another problematic side of the digital formative speaking test is peer-based problems and application’s complicated features. samples from participants’ responses are provided below; s’s r: ‘actually, when we filmed it we didn’t come across with any difficulty but when we send it to teacher it is a bit difficult eventually we did it’. s’s r: ‘i think there are some negative sides of new exam type. one of them there must be a person who manages the conversation in developed a device conversation can proceed smoothly and that gives anxiety to students’. s’s r: ‘i think one of the negative sides of new exam type of definitely a shortage of time because we recorded our video again and again and this put me in stress. i thought that i will miss the leading time of our exams and also i had trouble while i am sending video’. s’s r: ‘yes unfortunately we had trouble when we were trying to send the video it is size was really huge and we had problems with internet’. s’s r: ‘the negative side maybe being shy in front of the camera for some students and technology side must be easy because we had got time problem. we nearly couldn’t have caught the other exam. we couldn’t look at some terms about the topic that we forgot details about the topic’. s’s r: ‘no i had any problem except for internet speed some of my friends cannot upload a video to the edmodo’. question four had been asked to find out students’ suggestions and recommendations to improve digital formative speaking test in terms of its usefulness and effectiveness. various themes were created for analysing students’ responses to the fourth question as ‘alternatives for video uploading’, ‘internet speed’, ‘topic diversity’ and ‘more time’. the results for the question four are presented through table 6 below; q.4. what are your suggestions and solution to these problems? digital formative assessment in speaking skills çetin-köroğlu 118 no. 22 table 6. themes and repetitions rates for question 4. themes repetitions alternatives for video uploading 17 internet speed 2 topic diversity 3 more time 9 the results show that students are dissatisfied with the video uploading channels and prefer alternatives such as usb. besides, they think that more time should be allotted to the digital formative speaking test. some of the participants who mentioned about internet speed should be more improved and also topic diversity is required. samples from participants’ responses are provided below; s’s r: ‘i think this new type exam has no problems may be the problem of application should be solved. instead of these apps we can find a new app or we can download the videos to the usb’. s’s r: ‘actually if he has more time to make video it will be better for us. before the exam, we can make more practice to shoot a video smoothly. if we make more video assignments in class, i think it improve speaking skills and we don’t have lack of time’. s’s r: ‘i believe including technology into the exams are not very proper. paperbased but creative exams or face-to-face communication will take away these problems and won’t make students me at least a bit more comfortable’. s’s r: ‘i think students need more time and more subjects about talking it will be really cool if they could talk about their hobbies or occupations’. discussion the findings of the current research indicate that digital formative tests contribute to students’ speaking skills development. especially, students’ fluency and accuracy skills have been developed with the administration of these test types. another significant finding of the research is that students enriched their vocabulary knowledge through the test content. as was discussed in the review of the literature part of the research, the main difference between formative and summative assessment is that formative digital formative assessment in speaking skills çetin-köroğlu 119 no. 22 assessment is used for both learning and assessment and it fosters instruction during testing. the results of the current article support the idea with its findings. one more significant finding of the current research is that nearly all of the participants thought that digital formative assessment is an innovative testing type and highly effective for assessment of foreign language speaking skills. additionally, participants stated that text content and preparation time are useful features of these test types. another significant finding of the study is that some of the participants had negative perceptions towards digital formative tests because of technical problems such as weak internet connection, deficiencies in their technological devices, etc. in parallel with the findings of black and william’s research (1998) in which they reviewed over 250 research articles about formative assessment, formative assessment leads to highly important learning gains to students. moreover, they found out that formative assessment enables students to focus on self-assessment, corrective feedback, and learning goals rather than performance goals by testing them more frequently than traditional testing (black & william, 1998). the current research study reveals that foreign language speaking skills which are one of the most challenging skills for language learners require innovative and up to date assessment type and digital formative assessment is effective for academic achievement. moreover, participants are satisfied with the digital formative assessment. students’ speaking skills such as pronunciation, accuracy, fluency, vocabulary development are improved with corrective feedbacks during digital formative assessment. thus, formative assessment is a continuous process that aims to define learning deficiencies and develop learning process during assessment (kincal & ozan, 2018). digital formative assessment is compatible with the constructivist approach which has been implemented since 2005 in turkey (boz & boz, 2005). another significant contribution of digital formative assessment to speaking skills’ assessment process is that the researcher could compare the performances of the participants throughout the process. unlike traditional summative assessment, digital formative assessment provides chances to teachers to compare student’s performances. despite its various positive sides, the digital formative has also drawbacks for students and teacher. first of all, it is somehow more challenging for students because they are exposed to more tests which actually make them practice more. as it is known, practice is crucial for productive skills (golkova & hubackova, 2014). the other negative aspect of this assessment type is that some students do not have advanced technological devices and they may have an internet connection problem. one another negative aspect is that its burdensome assessment type for teachers. thus, each assessment cycle requires a preparation phase before the test, the test application will be time-consuming and giving feedback means extra burden for teachers. despite these negative sides of digital formative assessment, it is highly effective and fruitful to develop language learners’ speaking skills as the findings of the current research presented. digital formative assessment in speaking skills çetin-köroğlu 120 no. 22 conclusion the present research aimed to find out whether the digital formative assessment is more effective than a summative assessment to test foreign language learners’ speaking skills development. the findings of the research indicate that digital formative assessment fosters participants’ fluency and accuracy skills. besides, participants’ vocabulary knowledge has been developed through digital formative assessment. additionally, the current research shows that nearly all of the participants have a positive attitude towards this assessment type and they prefer to have it in the future assessment process with some modifications. participants suggest that more time should be devoted to students’ preparing for tests. participants complain about the data size of videos, which they recorded their speaking performance. it causes uploading problems. the digital formative assessment occurs regularly and allows feedback. when classroom activities are implemented to assess language learners’ oral performance, these tasks draw participants’ attention, increase their motivation, support their metacognitive skills, and critical thinking (stiggins, 2002; facione, 2011). digital formative assessment uses classroom-like activities on a digital platform for assessment purposes. due to its continuous nature, language learners stick to the learning process. jandris (2001, p. 4) “the heart of assessment is a continuing process in which the teacher, in collaboration with the student, uses the information to guide the next steps in learning” (p. 4). the digital formative assessment made language teachers and participants active during the assessment phase of the current research. the results show that it is quite effective to develop foreign language learners’ speaking skills in many aspects. digital formative assessment in speaking skills çetin-köroğlu 121 no. 22 references bachman, l. f., palmer, a. s. 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(2002). where is our assessment future and how can we get there from here? in r. w. lissitz & w. d. schafer (eds.), assessment in educational reform: both means and ends (pp. 18-48). boston: allyn & bacon. wood, d. f. (2010). formative assessment. in t. swanwick (ed.), understanding medical education: evidence, theory and practice (pp. 259-270). hoboken: wileyblackwell. author * zeynep çetin köroğlu has been working as an assistant professor doctor at english language teaching department of aksaray university, turkey. her academic background mainly consists of english language teaching. she graduated from gazi university and got her ma degree. then, she started her phd at the same university and completed it in 2015. she especially interested in intercultural communication, language teachers’ education, ict implementations in language pedagogy and language assessment. she published numerous book chapters and articles related with her research interests. orcid: https://orcid.org/0000-0002-9456-8910 digital formative assessment in speaking skills çetin-köroğlu how to reference this article: çetin-köroğlu, z. (2021). using digital formative assessment to evaluate efl learners’ english speaking skills. gist – education and learning research journal, 22(1), 103-123. https://doi.org/10.26817/16925777.1001 gist final1.indd 29 using a mobile application (whatsapp) to reduce efl speaking anxiety1 uso de la aplicación móvil (whatsapp) para reducir la ansiedad al hablar en inglés como lengua extranjera turgay han and fırat keskin2* kafkas university, fırat university turkey abstract several experimental studies have examined the effect of the use of mobile applications on improving language skills, but little research has explored the impact of using these applications in efl speaking classes on alleviating foreign language speaking anxiety (flsa). this study examines the effect of using whatsapp activities in undergraduate level efl speaking classes on students’ speaking anxiety, and their feelings about the activities conducted. thirty-nine undergraduate level participants carried out the tasks on whatsapp in efl speaking courses for four weeks. the flcas was administered at the beginning and end of the study. participants’ views about the mobile application activities were also examined through face-to-face interviews. results showed that whatsapp experiences significantly impacted the students’ language acquisition by lowering efl speaking anxiety. key words: efl speaking anxiety, mobile applications, mobile assisted language learning resumen diferentes estudios experimentales han analizado el efecto del uso de aplicaciones móviles para mejorar las habilidades lingüísticas, pero son pocas las investigaciones acerca del impacto del uso de estas aplicaciones en las clases de conversación en inglés como lengua extranjera para reducir la ansiedad al hablar un idioma extranjero. este estudio examina el efecto de usar whatsapp 1 received: january 15, 2016 / accepted: april 13, 2016 2 turgayhan@kafkas.edu.tr / firatkeskin@firat.edu.tr gist education and learning research journal. issn 1692-5777. no.12. (january june) 2016. pp. 29-50. speaking skills development no. 12 (january june 2016) no. 12 (january june 2016) 30 en actividades con estudiantes de pregrado que en sus clases de conversación de inglés experimentan ansiedad cuando hablan en una lengua extranjera y sus sentimientos acerca de las actividades realizadas. 39 participantes de pregrado desarrollaron tareas de los cursos de conversación de inglés como lengua extranjera en whatsapp durante cuatro semanas. las flcas fueron aplicadas al inicio y al final del estudio. las opiniones sobre las actividades desarrolladas en la aplicación móvil fueron analizadas a través de entrevistas personales. los resultados mostraron que la experiencia del uso de whatsapp afecta significativamente la adquisición de un idioma reduciendo la ansiedad al hablar inglés como lengua extranjera. palabras clave: ansiedad al hablar inglés como lengua extranjera, aplicaciones móviles, aprendizaje de idiomas asistido por móvil resumo diferentes estudos experimentais analisaram o efeito do uso de aplicações móbeis para melhorar as habilidades linguísticas, mas são poucas as pesquisas acerca do impacto do uso destas aplicações nas aulas de conversação em inglês como língua estrangeira para reduzir a ansiedade ao falar um idioma estrangeiro. este estudo examina o efeito de usar whatsapp em atividades com estudantes de graduação que em suas aulas de conversação de inglês experimentam ansiedade quando falam em uma língua estrangeira e seus sentimentos acerca das atividades realizadas. 39 participantes de graduação desenvolveram tarefas dos cursos de conversação de inglês como língua estrangeira em whatsapp durante quatro semanas. as flcas foram aplicadas no começo e no final do estudo. as opiniões sobre as atividades desenvolvidas na aplicação móbil foram analisadas através de entrevistas pessoais. os resultados mostraram que a experiência do uso de whatsapp afeta significativamente a aquisição de um idioma reduzindo a ansiedade ao falar inglês como língua estrangeira. palavras chave: ansiedade ao falar inglês como língua estrangeira, aplicações móbeis, aprendizagem de idiomas assistido por móbil using a mobile application (whatsapp) han & keskin no. 12 (january june 2016) no. 12 (january june 2016) 31 introduction using technology is an inevitable part of almost every aspect of life and educational environments are no exception. computers, used as assisting tools for both teachers and students, have had beneficial uses in efl classrooms. the use of computers to assist learning, or computer-assisted language learning (call), has gained popularity in language studies, even though, as warschauer and healey (1998) mention, this is not something new. however, due to the development of technology and the information era, it is a promising trend for language studies. the rise in popularity has not been in vain. it has been suggested that call may have many advantages. for example, call-based glossing is more efficient compared to paperbased glossing; moreover, writing is much easier and more successinclined in terms of accuracy when it is applied on computers (taylor, 2013; ulusoy, 2006; usun, 2003). nevertheless, recent developments in technology have shown that technology assistance is not limited to computers any more. almost all the capabilities of computers have been fit into mobile devices, such as phones and tablets, which have increased access to technology in many classrooms. martin and ertzberger (2013) studied the difference between the use of computers and mobile phones in a classroom setting and found that students show more enthusiasm towards mobile devices. the application of mobile devices in classrooms has been welcomed by both the teachers (albirini, 2006; şad & göktaş, 2014), and the students (al-fahad, 2009; hsu, 2013; ilter, 2009). in sum, their perceptions towards mobile-assisted language learning (mall) have been generally positive. this brief review suggests that using technologies in efl classrooms has been successful and promising; moreover, using these technologies has been welcomed positively by both teachers and learners (arnold, 2007; albirini, 2006; cui & wang, 2008; golonka, bowles, frank, richardson & freynik, 2014; hashemi, azizinezhad, najafi & nesari, 2011; şad & göktaş, 2014; tayebinik & puteh, 2012; taylor, 2013; ulusoy, 2006; usun, 2003). in the world of mobility, millions of users communicate in seconds with each other, and for this purpose, they use a variety of applications. whatsapp messenger is one of the most popular applications, with 30.496.683 downloads on playstore, the application supplier for android users. other application suppliers do not compare in the number of downloads: ios has 169978 ratings, and blackberry has 504772 reviews. whatsapp “is a cross-platform mobile messaging app which allows you to exchange messages without having to pay for sms” (whatsapp official webpage, 2015). further, whatsapp allows using a mobile application (whatsapp) han & keskin no. 12 (january june 2016) no. 12 (january june 2016) 32 users to communicate by sending text messages, voice messages, videos, and pictures. using a familiar application in the classroom environment may help students to overcome some anxiety problems. anxiety in a number of manifestations is a problem for efl classrooms (burgucu, han, & engin, 2011; han, tanriöver, & sahan, 2016). speaking anxiety itself is a recognized and undisputed phenomenon. as effective speaking requires face-to-face interaction, it is reasonable to question whether or not call, which could often remove the “face-to-face” aspect of communication, would be helpful for reducing speaking anxiety or not. in response to this question, arnold (2007) cites multiple studies that show that call helps learners reduce or control their anxiety. mobile devices have been researched in several aspects in terms of assisting language learning/teaching. some studies handle the subject from a general effect/impact view (e.g. jones, edwards, & reid, 2009; miangah & nezarat, 2012; ono & ishihara, 2011; wang, shen, novak, & pan, 2009), while others focus on skills such as vocabulary (e.g. alemi, sarab, & lari, 2012; başoğlu & akdemir, 2010; çavuş & i̇brahim, 2009; hayati, jalilifar, & mashhadi, 2013; lu, 2008; stockwell, 2010; zhang, song, & burston, 2011), pronunciation (saran, seferoglu, & çağıltay, 2009), speaking and listening (tsou, wang, & tzeng, 2006), reading (hsu, hwang, & chang, 2013; tsou, wang, and tzeng, 2006), and grammar (baleghizadeh & oladrostam, 2010). in addition, others examine perception (al-fahad, 2009; hsu, 2013), motivation (ilter, 2009) and factors (liu, han, & li, 2010) about mall. however, there are few to no studies exploring the link between speaking anxiety and mall. therefore, this study aims to bridge this gap by examining the effect of using a mobile application (whatsapp) in reducing efl speaking anxiety. briefly, using whatsapp activities in efl/esl speaking classes has become popular in recent years, as it allows for unique and versatile learning opportunities. while using whatsapp, students have the chance to individualize their learning, especially the language they have been working on. for example, they can monitor and check their language output for mistakes. further, students are able to practice their pronunciation (accent, intonation, speed of speech) while rehearsing for the recording, all while exposing themselves more to the language and building positive feelings towards speaking. it is well known that anxiety is “a mental block against learning a foreign language” (horwitz, horwitz, & cope, 1986, p.125) however, even if it is well known that mobile phones ease increased access to information, it is less known how mobiles promote new learning (valk, rashid, & elder, 2010). in this sense, this study also aimed to bridge this research gap using a mobile application (whatsapp) han & keskin no. 12 (january june 2016) no. 12 (january june 2016) 33 through examining the link between using mobile application activities and reducing efl students’ fla levels. whatsapp speaking activities are aimed at reducing the language anxiety of learners. the activities were applied in a classroom context for four weeks. the impact of these activities on the students’ anxiety levels was examined. further, the students’ feelings regarding the link between these activities and their anxieties were qualitatively analyzed. the main research question that guided this study was if applying whatsapp activities in efl speaking classes would reduce the students’ anxiety levels and positively impact their perceptions. more specifically, the research questions of this study are the following: 1. to what extent do the whatsapp activities impact the students’ fla? 2. are there any significant differences between male and female students in terms of fla before and after the application of whatsapp activities? 3. how do the students feel about the whatsapp experience? results indicate that the application has a significant impact on lowering students’ level of speaking anxiety. literature review while the use of mobile devices in the language classroom is not a new topic for researchers, the rapid changes and advancements in technology continuously extend the list of unanswered questions. opinions towards mall seem generally positive in the existing literature. many studies point out how advantageous mall is and how it positively affects learners (jones et al., 2009; miangah & nezarat, 2012; ono & ishihara, 2011; wang et al., 2009). further, several studies have investigated the use of the mall in classroom atmosphere to teach language skills, and have pointed to its advantages (e.g. başoğlu & akdemir, 2010; lu, 2008; zhang et al., 2008). for example, başoğlu and akdemir (2010) investigated mobile assisted vocabulary learning and the use of flashcards using mobile phones in a turkish efl context. lu (2008) compared the efficacy of mobile-assisted vocabulary learning with paper-based methods of vocabulary learning. alemi et al. (2012) and çavuş and i̇brahim, (2009) examined mobile-assisted vocabulary learning methods in efl classrooms. regarding pronunciation, saran et al. (2009) found that there were positive effects of the use of mobile devices on pronunciation. tsou et using a mobile application (whatsapp) han & keskin no. 12 (january june 2016) no. 12 (january june 2016) 34 al. (2006) found that online story telling contributed to the improvement in multiple skills. regarding reading skills, it seems that teaching this skill via mobile devices is quite new. in a study, hsu et al. (2013) the groups that used mobile devices were successful and they had very high positive perception of mobile learning. there have also been studies analyzing the effect of mall on grammar learning. baleghizadeh and oladrostam (2010) examined the possible development of their grammatical abilities when using mall in iranian efl context. it was found that the use of mobile devices also helps learners improve their grammar, in addition to other language skills. although existing research demonstrates advantages to mobileassisted vocabulary learning, there may be some disadvantages to this method. for example, zhang et al., (2011) demonstrated that the disadvantages include mobile phones possibly causing distractions and forgetting. similarly, hayati et al. (2013) indicated using mobile devices may lead teachers to take a passive role in the classroom, and teacher-based interaction is better and more effective than mobile devices. stockwell (2010) identifies similar results in his research favoring previous studies. as previously indicated, utilizing mobile technology, especially mobile phones, in classrooms is widespread. however, bringing technology into the classroom is not an automatic key to success. according to liu et al. (2010), important factors to consider when implementing mall include: (1) being a technology user versus being an m-learner, (2) m-learners’ consumer role, and (3) perceptions of m-learners. liu et al. (2010) indicated that students’ success does not depend only on having the necessary tools, but also on understanding the concerns and willingness of the learners. to interpret learners’ concerns and willingness, two concepts are particularly important to understand: perception and motivation. hsu (2013) emphasized that the concept of perception depends on the student profile and the affordability of the devices. this may be a problem as students’ family economic profiles may be too low to afford technological devices in the aforementioned study. hsu’s (2013) study demonstrated that such devices could not replace teachers. al-fahad (2009) culminated positive perception results in the study including 186 students replying questionnaires. however, the latter of the two studies took place in a single country, whilst the former contained an international sampling. therefore, as this issue is culture-based, perceptions may depend on the country and living conditions. using a mobile application (whatsapp) han & keskin no. 12 (january june 2016) no. 12 (january june 2016) 35 as a second learner-based variable, motivation plays a significant role for learners to adapt or to use m-learning. ilter (2009) conducted a study of 350 university students to analyze the effects of mall on their motivation. the results indicated that using technology enhances learners’ motivations. interestingly, another result of the study was that female students showed more enthusiasm for using technology in language classrooms than male students. however, to the best of our knowledge, no experimental research has investigated how to reduce foreign language anxiety, using mall. therefore, this study aimed to investigate the impact of whatsapp speaking activities on reducing the language anxiety of students in speaking classes. given the fact that language anxiety is a challenging issue in teaching and learning in both efl and esl contexts, this study aimed to examine anxietyalleviating whatsapp activities and their capacity to create a lessanxiety producing learning atmosphere in speaking classes. the reason that whatsapp was the chosen mobile application is that it is a tool that students use on a daily basis. they know how to use it. second, voice recording on whatsapp is less embarrassing than using a video recording, where a student’s image is associated with their audio. methodology research design this mixed-research study followed the one group pretestposttest design as a pre-experimental research model in which the fla of the learners before and after the application of whatsapp activities was compared. in this research design, the quantitative data included responses in the flcas scale while the qualitative data included faceto-face interviews with a randomly selected sub-sample of volunteer students from the participants. data for this study was collected in four phases. first, 39 volunteer students responded to the 33 items in the scale prior to the study (e.g. pre-course scale). the data obtained from the participants at the beginning of the study was used to examine their flca levels. second, volunteer students were invited to participate in the experiment. they were informed on how to use the whatsapp dialogue activities in the new classroom context instead of the traditional classroom teaching context (e.g. classrooms without iwbs and teacherbased interactions) because using whatsapp can turn a classroom into a non-traditional teaching context. how to use the activities was modeled for the students. the students attended whatsapp activity using a mobile application (whatsapp) han & keskin no. 12 (january june 2016) no. 12 (january june 2016) 36 classes for four weeks. first, student pairs had to write mini-dialogues using something they had learned that day. as they finished writing the dialogue, they were instructed to call their teacher to have a quick look for simple corrections for grammatical mistakes (5 mins). then, they practiced and recorded it within their whatsapp group. they listened to their dialogues to see if they were clear and also listened to dialogues by student pairs in the rest of the classroom. the speaking/recording activity was conducted every other class or even at the end of every class. mini-dialogues (about 5 lines) were proposed; these took about 10 minutes. five minutes were spent creating dialogues, and another five spent practicing and recording. the study took three weeks. during the mini-dialogue task, students were put in pairs or small groups of three to write down the dialogue. as soon as they finished, they could call their course teachers to have a look at the most serious mistakes that should be corrected. all the students were required to be added in a whatsapp group. they met with their whatsapp groups in class and recorded the dialogues using the application. the dialogues were shared, so that apart from learning from their own dialogues they could learn from each other. then, the students completed the same scale at the end of the experiment (e.g. post-course scale). the aim of collecting this data was to compare students flca before and after the experience. finally, face-to-face interviews were conducted with a random sub-sample of five students from among the participants. semistructured interview questions were predetermined and directed to them after they took the same scale. they were interviewed about the feelings they experienced during the activities. the interview was conducted in turkish, the students’ native language, to ensure the results were accurate and complete. these interviews were recorded and then transcribed. participants the target population of the study is all students receiving undergraduate level efl students in a state university in turkey. the study participants were 39 volunteer students who were receiving intermediate level foundation courses at the time of the study. although more students participated in the pre-course and post-course scale, some of them failed to attend some classes; therefore, they were excluded from the analyses. these students were attending several language skill-based courses in english at the time of the study. the using a mobile application (whatsapp) han & keskin no. 12 (january june 2016) no. 12 (january june 2016) 37 medium of instruction and exams was english. their ages ranged from 18 to 24. they were taking intensive english foundation courses in the preparatory program before starting courses related to their major. the students were assigned to the preparation-class based on a test in a criterion-referenced framework designed by the school of foreign languages of the university. the test included two sections: one testing their speaking and writing skills, and the other testing their listening, reading, grammar, and vocabulary skills. all the participants could not pass this exam based on criterion-referenced assessment. if they had passed this test, they could have been accepted as first year students and started their degree programs. data collection instruments first, a turkish version of the horwitz’s foreign language classroom anxiety scale (horwitz, horwitz, & cope, 1986) was implemented before and after the experiment to compare the students’ level of speaking anxiety. it is a tool extensively used in classroom research. the flcas includes five levels of fla in the classroom: (a) degree of anxiety, (b) extent of understanding others when speaking the foreign language, (c) fear of making mistakes in the foreign language, (d) feelings of one’s own competence, and (e) divergence from general communication apprehension. the reliability coefficient (cronbach alpha) for the turkish version of the flcas by dalkılıç (2001) was .90 (n = 126). permission to use the scale was obtained for this study. further, face-to-face interviews were conducted with a sub-sample of the volunteer participants to examine their feelings about the link between the use of the mobile application in efl speaking classes and their fla. next, whatsapp was used to carry out the dialogue activities. finally, semi-structured interview questions were applied to examine the students’ feelings about the use of whatsapp speaking activities and their level of anxiety. data analyses and interpretation a series of descriptive statistical analyses (e.g. the mean and standard deviation) and inferential statistical analyses were performed on the quantitative data. the purpose of conducting these statistical analyses was to examine the participants’ flca before and after the experience. a coding and classifying approach was used for the qualitative data analysis. first, the students’ responses pertinent to the research using a mobile application (whatsapp) han & keskin no. 12 (january june 2016) no. 12 (january june 2016) 38 questions were arranged together, categorized, and finally, analyzed according to the recurring themes (gay, mills & airasian, 2009) results the quantitative results are presented first, followed by the qualitative results. the quantitative analyses included descriptive statistics (e.g. mean and standard deviations of scores by female and male students in pre-course and post-course scale) and inferential statistics (e.g. paired and independent sample t-test results for the comparison between the scores by female and male students in pre-course and postcourse scale). table 4.1 provides the descriptive statistics while table 2, table 3, and table 4 present inferential statistical results for the data obtained from responses used in the analysis. following quantitative analyses, the qualitative analysis, including the focus group interviews, is presented. quantitative data analysis descriptive results. the descriptive data analysis was used to answer the following first research question: to what extent do the whatsapp activities impact the students’ fla? table 1. descriptive statistics for the students’ pretest and posts tests table 1 provides the detailed descriptive statistics regarding the participants’ anxiety level before and after the whatsapp experience. first, the mean score difference between females and males increased in the post-course scale (e.g. after the whatsapp experience) compared to pre-course scale (e.g. before whatsapp experience). however, the mean score difference of the females between pre-course and postusing a mobile application (whatsapp) han & keskin no. 12 (january june 2016) no. 12 (january june 2016) 39 course scale was higher than the males’ score, indicating that males were experiencing higher levels of anxiety than females, yet the females lowered their anxiety after the four-week whatsapp course. the standard deviations in both pre-course and post-course are very similar, but the deviations between males and females are quite different, indicating that males and females had different levels of foreign language anxiety. inferential statistical results. the inferential statistics including independent and paired sample t-test were used to answer the second research question: are there any significant differences between male and female students in terms of fla before and after the application of whatsapp activities? table 2. independent sample t-test results for the comparison between female and male students flca levels in the pre-course scale table 2 shows the independent sample t-test results for the comparison of male and female students before the whatsapp experience. the results proved that there was no significant difference between males and females in terms of fla (p > 0.05), indicating that female and male students had similar levels of fla before the experiment. table 3. t-test results for the comparison between female and male students’ flca levels in the post-course scale table 3 shows the independent sample t-test results for the comparison between male and female students after the whatsapp experience. the results demonstrate that there was no significant using a mobile application (whatsapp) han & keskin no. 12 (january june 2016) no. 12 (january june 2016) 40 difference between males and females in terms of fla (p > 0.05), indicating that female and male students had a similar level of fla after the experiment. table 4. paired sample t-test results for the comparison between female and male students’ flca levels in the posttest table 4 shows the paired sample t-test results for the comparison of the students’ fla before and after the experience. the results indicate that there was a significant difference between the fla levels of the students before and after the experience (p > 0.05) and the mean score decreased after the experience. this result indicates that the whatsapp experience impacted the students’ fla levels and they were able to alleviate their anxiety to some extent. overall, both the descriptive and inferential statistics showed that although female and male students had different levels of anxiety before and after the whatsapp experience, females were able to alleviate their anxieties more than males. furthermore, using whatsapp in speaking classes significantly impacted their fla levels, indicating that they experienced less anxiety after the experience. qualitative data analysis results this section includes analysis of the focus group interviews conducted with the sub-sample of five interviewees in turkish. first, the voice-recorded interviews were transcribed by one of the researchers. then, the researcher translated the students’ responses from turkish to english. the other researcher of this study doublechecked both the transcriptions and translations. the aim of conducting the interview in the learners’ native language (e.g. turkish) was to encourage more detailed responses. finally, the analysis was made based on recurring themes following gay, mills and airasian’s (2009) coding and classifying approach. these analyses were used to answer the following research question: how do the students feel about the whatsapp experience? using a mobile application (whatsapp) han & keskin no. 12 (january june 2016) no. 12 (january june 2016) 41 the analysis of the students’ feelings about the whatsapp activity experience indicated that they mostly liked the idea of using whatsapp in the classroom and they felt that it contributed to their language performance. however, student a did not have positive feelings about the experience. some excerpts from the interviews are below: actually i do not think it made me gain some experience. i was just a part of it because you want me to do it. i do not think it contributed anything to me. i try to pronounce words accurately and clearly. [student a] i think it was very helpful. listening my own voice afterwards over and over again helped me improve myself. [student b] i think it improved our writing, speaking, and pronunciation. it made us see and understand ourselves in a better way. [student c] i think this study was really good. i improved my pronunciation, and i speeded up making sentences. now i think i can make conversations with my friends in english. i think it is a good activity. i recommend this. i liked it. [student d] i have very positive opinion about it. using such social application in education is really good. you had mentioned us that it may help us improve our speaking and make us gain more self-confidence. i already do not have such problems but i can see, and i hear some of my friends talking how they overcame such problems thanks to this activity. [student e] next, students were asked to indicate the thing that affected them most during the experience. the students gave different answers to this question. three students reported that it created an opportunity for listening to their voice-recordings themselves and this enabled them to find their mistakes. furthermore, they felt they had more freedom in creating sentences while writing and speaking. another student reported that feeling being able to speak and being listened to by other students affected him/her most. i was just wondering how my voice was on the recording. it was the only thing i cared. [student a] listening to my own voice afterwards over and over again, and the fact that other people listen the way i speak affected me most. [student b] it helped me write well, and it made me understand my mistakes as i listen to myself. [student c] firstly, my pronunciation gets faster and improved. instead of thinking, i speeded up making sentences not only in writing but also and speaking sentences. i liked it. [student d] using a mobile application (whatsapp) han & keskin no. 12 (january june 2016) no. 12 (january june 2016) 42 i had pronunciation problems. before we recorded our speaking, we had help of our teacher to correct us. then, we recorded ourselves after we practiced those pronunciations. therefore, it helped me correct my pronunciation [student e] finally, students indicated if they are eager to continue using whatsapp for improving their language skills as a part of classroom activity for the future. two students responded negatively; one student felt that the experience was boring and the other student was reluctant. however, other students reported that they could continue using whatsapp either in classroom atmosphere or by making groups. if you want me to i will otherwise i won’t because i think it is boring. [student a] i don’t think i will because 3 weeks was enough for me to improve myself. [student b] it is hard to go on outside but if it went on in the classroom yes i want to continue. if the necessary conditions were present, i would continue. [student c] yes, i think maintaining this in the school. especially with my foreign friends. [student d] yes, because when we do such group work, we improve ourselves as we both speak and listen others speaking. [student e] conclusions the quantitative data analysis suggests that even though males were experiencing higher level of anxiety than females, the females could lower their speaking anxiety more than males after the whatsapp experience. furthermore, the whatsapp experience significantly impacted the students’ fla levels and they were able to lessen their anxieties somewhat and therefore they experienced less anxiety after the experience. the qualitative data analyses explained how this effect occurred. first, interview data analyses showed that the students mostly liked the whatsapp activity experience and they felt that it could improve their language performance. second, the students reported that the experience gave them a chance to listen to their voice-recordings themselves and have their recordings evaluated by an audience, thus enabling them to self-evaluate by questioning their mistakes. in addition, the experience fostered their creativity in constructing new sentences in speech and writing. using a mobile application (whatsapp) han & keskin no. 12 (january june 2016) no. 12 (january june 2016) 43 lastly, students were not sure about continuing to use whatsapp for improving their language skills in a classroom atmosphere, but there is still a possibility to use it during in-class activities. there are two major limitations that need to be addressed regarding this study. first, the interview data examined the situation from only students’ perspectives; this might have limited the qualitative results of the study. additionally, observations for student-student and student-teacher-interaction may be a viable alternative to interviews. second, this study collected data only from english major students. participants from different fields and from different proficiency levels in english may lead to different results. in light of the limitations mentioned above, the following suggestions are proposed. first, the students were mostly enthusiastic toward the idea of using whatsapp in classroom based on the interviews; this enthusiasm can foster language development. this result was supported by some previous literature (e.g. al-fahad, 2009; hsu, 2013; ilter, 2009). even though this study did not examine the experience from the teachers’ perspectives, several previous studies again confirmed that both teachers and students like using mobile devices in efl classrooms (e.g. arnold, 2007; albirini, 2006; cui & wang, 2008; golonka et al., 2014; hashemi et al., 2011; şad & göktaş, 2014; tayebinik & puteh, 2012; taylor, 2013; ulusoy, 2006; usun, 2003). therefore, this study aligns with prior work (ilter, 2009) that demonstrates that students can be motivated toward foreign language learning using such mobile technologies. krashen’s affective filter hypothesis states that if learners have low motivation and high anxiety, such affective variables will act as obstacles for the delivery of input to the language acquisition device (mclaughlin, 1987). second, the students in this study reported that the whatsapp experience offered them a chance to listen to their voice-recordings themselves and be evaluated by an audience. this made them feel good; therefore, they could become positively self-aware in self-evaluation by questioning their mistakes. learner characteristics such as “inability to comprehend, self-perceived low level of anxiety, competitiveness, perfectionism, self-awareness, speaking activities, test anxiety, fluent speakers’ presence, students’ beliefs about language learning, lack of group membership with peers, fear of negative evaluation, negative classroom experiences, etc.” (nimat, 2013, p.23) cause anxiety. it can be suggested that the motivation and positive self-awareness levels of students can be increased by such a tool, and then they could develop a lower level affective filtering toward input. using a mobile application (whatsapp) han & keskin no. 12 (january june 2016) no. 12 (january june 2016) 44 third, the students reported that they could see improvement in their pronunciation and other language skills. this result aligns with previous research (alemi, et al., 2012; çavuş & i̇brahim, 2009¸ lu, 2008). therefore, efl students should be trained to use this mobile application by forming groups with their classmates to improve language skills. students could even be trained on how to use whatsapp as a vocabulary learning strategy tool. for example, sharing new vocabulary they learnt after each class. training students to use strategies plays an important role in fostering learner autonomy; learners become more autonomous as they take responsibility of their own learning (ellis, 2008). in addition, some students reported that it is not a good idea to use whatsapp as an out-class activity. this may be because they are accustomed to teacher-based interaction in a conventional classroom setting. some studies supported this finding (hayati et al., 2013; liu et al., 2010; stockwell, 2010) as they suggested that such tools cannot replace teacher roles. therefore, it can be suggested that teachers can develop new whatsapp activities for pronunciation and vocabulary learning as in-class or out-of-class activities because some studies have found positive effects on improvement of pronunciation and vocabulary (alemi, et al., 2012; başoğlu & akdemir, 2010; lu, 2008; saran, et al., 2009) lastly, the quantitative results of this study showed that there were greater decreases in anxiety among females after the whatsapp experience. as reported by previous research (ilter, 2009), females have more enthusiasm for using technology in language classrooms. this may explain why their anxiety levels decreased more than the levels of anxiety in the males. in conclusion, from the perspective of educational practice, this paper provides new experimental data on the topic of mall. it also gives evidence the use of mobile phones contribute to improvement of educational outcomes specifically promoting new learning (valk, rashid & elder, 2014). as such, it helped students to individualize their learning. these research results might be included in the materials for teachers’ continuing professional development (cpd) programs, language learning and teaching materials (hayati et al., 2013) and might be taken into account within foreign language course planning procedure, particularly in course syllabi. finally, this study did not examine the link between anxiety and students with different efl proficiency levels and furthermore, teacher perspectives are not within the scope of this study. further research should include participants with varying efl proficiency levels and language teaching professionals. using a mobile application (whatsapp) han & keskin no. 12 (january june 2016) no. 12 (january june 2016) 45 acknowledgements we would like to thank dear ana maria menezes, -online moderator of connect me education-, for her invaluable suggestion in the design of the activities. also, we would like to thank gist’s editorial team, especially josephine taylor, for their critical comments on this manuscript. using a mobile application (whatsapp) han & keskin no. 12 (january june 2016) no. 12 (january june 2016) 46 references al-fahad, f. n. 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(1998). computers and language learning: an overview. language teaching, 31(02), 57-71. http://dx.doi.org/10.1017/s0261444800012970 whatsapp official webpage (2015). how it works. retrieved from https://www.whatsapp.com/?l=en on 09.10.2015 zhang, h., song, w., & burston, j. (2011). reexamining the effectiveness of vocabulary learning via mobile phones. turkish online journal of educational technology-tojet, 10(3), 203-214. using a mobile application (whatsapp) han & keskin no. 12 (january june 2016) no. 12 (january june 2016) 50 authors *turgay han is assistant professor in the department of english language and literature, faculty of letters of kafkas university. his areas of research centre on individual differences in language learning, technology and language learning, efl measurement and assessment issues. his areas of scholarship include assessing language skills, using generalizability theory to examine score variability and reliability of efl writing assessments. *fırat keskin is an english instructor at fırat university, school of foreign languages, and he is also an ma student at department of english language and literature, faculty of letters of kafkas university. his areas of research are educational technologies in foreign language teaching/learning, and efl measurement and assessment. using a mobile application (whatsapp) no. 12 (january june 2016) no. 12 (january june 2016) the contribution of the activities prepared with web 2.0 technologies to the level of learning1 la contribución de las actividades elaboradas con tecnologías web 2.0 al nivel de aprendizaje melike çakan uzunkavak and gülnihal gül2* bursa uludag university, turkey 1 received: february 22nd 2022/ accepted may 20th 2022 2 ckn.melike@gmail.com; gulnihalgul@gmail.com efl teachers’ cognitions about speaking gist education and learning research journal. issn 1692-5777. no. 24 (january june, 2022). pp. 95-117. 96 no. 24 abstract this research is aimed to evaluate the contribution of activities prepared with web 2.0 technologies for the sound formation unit within the scope of a music lesson to the learning levels of students. the study group consists of 220 students in the 9th grade of trabzon affan kitapçıoğlu anatolian high school. a 9-question knowledge test was applied as a measurement tool to make determinations regarding the realization of the achievements in the unit of “formation of sound”. in the study, interviews were conducted with a randomly selected group of 8 students from the study group. the content analysis technique was used to analyze the data obtained as a result of the interviews. in line with the findings obtained from this study, it was determined that the activities prepared with web 2.0 technologies contributed to the students’ self-knowledge, self-confidence, protection of voice, voice change, and field expert knowledge, which also provided ease of learning theoretical knowledge. key words: technology; web 2.0 tools; music education; z-generation; learning level; education resumen esta investigación tiene como objetivo evaluar la contribución de las actividades preparadas con tecnologías web 2.0 para la unidad de formación de sonido en el ámbito de una lección de música a los niveles de aprendizaje de los estudiantes. el grupo de estudio consta de 220 estudiantes del noveno grado de la escuela secundaria trabzon affan kitapçıoğlu anatolian en turquía. se aplicó una prueba de conocimientos de 9 preguntas como herramienta de medición para realizar determinaciones respecto a la realización de los logros en la unidad de “formación del sonido”. en el estudio, se realizaron entrevistas con un grupo seleccionado al azar de 8 estudiantes del grupo de estudio. se utilizó la técnica de análisis de contenido para analizar los datos obtenidos como resultado de las entrevistas. en consonancia con los hallazgos obtenidos de este estudio, se determinó que las actividades elaboradas con tecnologías web 2.0 contribuyeron al autoconocimiento, la confianza en sí mismos, la protección de la voz, el cambio de voz y el conocimiento experto de campo de los estudiantes, lo que también proporcionó facilidad de aprender conocimientos teóricos. palabras clave: tecnología; herramientas web 2.0; educación musical; generación z; nivel de aprendizaje, educación activities with web 2.0 tecnologies for learning çakan & gül 97 no. 24 resumo esta pesquisa tem como objetivo avaliar a contribuição das atividades preparadas com tecnologias web 2.0 para a unidade de formação de som no âmbito de uma lição de música aos níveis de aprendizagem dos estudantes. o grupo de estudo consta de 220 estudantes da nova série da escola secundaria trabzon affan kitapçıoğlu anatolian na turquia. aplicou-se uma prova de conhecimentos de 9 perguntas como ferramenta de medição para realizar determinações com relação à realização dos aproveitamentos na unidade de “formação do som”. no estudo, realizaram-se entrevistas com um grupo selecionado aleatoriamente de 8 estudantes do grupo de estudo. utilizou-se a técnica de análise de conteúdo para analisar os dados obtidos como resultado das entrevistas. em consonância com as descobertas obtidas deste estudo, determinouse que as atividades elaboradas com tecnologias web 2.0 contribuíram ao autoconhecimento, a confiança em si mesmos, a proteção da voz, a mudança de voz e o conhecimento experto de campo dos estudantes, o que também proporcionou facilidade de aprender conhecimentos teóricos. palavras chave: tecnologia; ferramentas web 2.0; educação musical; geração z; nível de aprendizagem; educação activities with web 2.0 tecnologies for learning çakan & gül 98 no. 24 introduction h uman beings try diverse ways according to their wishes and needs in their life; as a result of these trials, new inventions can emerge. these inventions show themselves in every aspect of human life and make significant contributions to technological developments. it is an inevitable fact that technology, which is at the center of humanity’s daily life, will also be used in educational environments (yavaş, 2021; yıldız, 2021; devran & bilgin, 2021; günay, 2017; shaban, 2017; şenel & gençoğlu, 2013). the use of today’s technologies in these environments is seen as an important step in adjusting to the universal and contemporary. technology is an important aid in creating the tools and equipment that will pave the way for effective and efficient education processes and help students reach the desired level of awareness (burak & çörekçi; 2021; ardıç, 2021; ledger & fischetti, 2020). today’s technology allows today’s z-generation students to be included in the education process, enabling them to take more active roles and access information directly; besides their cognitive and affective development, it helps them to socialize by enabling them to act in cooperation (gürsan, 2021; şafak, 2020; aksoy, 2021; kavan, 2021; çakan uzunkavak, 2020; schmid, ernst & thiele, 2020; yungul & can, 2018). technology in educational environments, has become available thanks to web 2.0 tools (köse, bayram & benzer, 2021; dalgıç, geldi, güleş & kartal, 2021, şengür & anagün, 2021; bolliger & shepherd, 2017). it is thought that applications that are considered as web 2.0 tools such as powerpoint, powtoon, canva, kahoot, edmodo, linkedin, mentimeter, puzzlemarker, plickers, quizizz, socrative, triventy, soundcloud, whatsapp, evernote, flockdraw, mindmup, and google drive can be used in education and training environments (çelik, 2021; başaran & kılınçarslan, 2021; bugawa & mirzal, 2018; jena, bhattacharjee, devi & barman, 2020; johnson, bledsoe, pilgrim & moore, 2019; karvounidis, chimos, bersimis & douligeris, 2018; dellos, 2015; moyer, klopfer & ernst, 2018). web 2.0 technology tools take students away from traditional classroom environments and enable them to be active, and to share, and develop their highlevel thinking skills. through these technologies, students also provide feedback, corrections, and opportunities for self-evaluation in online environments (türegün çoban & adıgüzel, 2021; kayaduman & delialioğlu, 2021; gündüzalp, 2021; karakuş & er, 2021; gündüzalp, 2021b; altunışık & aktürk, 2021; timur, yılmaz & küçük, 2021; ledger & fischetti, 2020). such technologies were investigated by can (2021) who examined the use of edmodo-supported conceptual cartoons, one of the web 2.0 tools, in a 5th-grade science lesson, and as a result of the research, he determined that the application in activities with web 2.0 tecnologies for learning çakan & gül 99 no. 24 question contributed to the effective, permanent, and rapid learning of the students. in batıbay (2019) examined the educational function of the kahoot application in a turkish lesson; he determined that the application has a positive effect on the motivation of students by transforming the question-solving action into a game, students are actively involved in the education process, it enables peer learning, and that it offers an effective learning environment suitable for the 21st-century education system understanding. in their study, jong and tan (2021) examined the effects of using padlet, one of the web 2.0 tools, on students’ writing skills. they concluded that the padlet application is suitable for use as an easy, interesting, and practical writing tool in the education process; in padlet, the writing progress is observable and open to feedback correction; it provides a student-centered learning platform, and has a positive effect on the professional development of teachers. studies show that activities prepared with web 2.0 technologies contribute to students’ learning levels and motivation, create effective and productive learning environments, make lessons fun and enable peer learning. stefancik & stradiotova (2020) examined the effect of using podcasts, one of the web 2.0 tools, on foreign language teaching in their study. they found that podcasts can help students improve their listening skills significantly. in their study, afach, kiwan & semaan (2018) aimed to convey life tips to students with special needs in an easy way by using the web 2.0 tool edpuzzle. they determined that students with special needs were motivated, perceived the conveyed messages, felt comfortable, and understood the lesson without asking their teacher. it is thought that activities prepared with web 2.0 technologies will contribute significantly to the achievements of music lessons, and increase learning speed by embodying abstract concepts; the activities prepared by considering the interests and wishes of today’s generationz students will positively affect their attitudes and motivations towards the lesson. in this research, it is aimed to evaluate the contribution of activities prepared with web 2.0 technologies for the sound formation unit within the scope of the music lesson to the learning levels of students. depending on the purpose of the research, answers to the following questions were sought: 1. to what extent does the activity prepared with web 2.0 technologies contribute to the learning level? 2. what are the students’ views on the activity prepared with web 2.0 technologies? activities with web 2.0 tecnologies for learning çakan & gül 100 no. 24 method research model the mixed-method is a research model that was used in this study in which the researcher collects both quantitative and qualitative data, analyzes and integrates the data with both methods to reach answers (creswell, 2017; yıldırım & şimşek, 2021; strijker, bosworth & bowter, 2020). during the design of this research the sequential explanatory design was usedand is aimed to support the data obtained using quantitative methods with qualitative methods and to analyze the results of the research in-depth (creswell, 2017; çepni, 2021; yıldırım & şimşek, 2021). for this purpose, the quantitative research method was used to determine the contribution of the activity prepared with web 2.0 technologies to the learning level of the students. to support the data in the research, data were obtained by semistructured interview form and knowledge test. application: at this stage, the activity called “what is this sound?” was held for 2 hours (80 minutes) and was prepared by the researcher using web 2.0 technology tools for the “formation of sound” unit in the 9th-grade music curriculum prepared by the ministry of national education. at the end of the activity, the knowledge test prepared by the researcher was applied. study group the study group of the research consists of 220 students studying in the 9th grade of anatolian high school. the demographic information of the students participating in the research is given in table 1. table 1. findings of the demographic information of the students participating in the research gender f % female 126 57,3 male 94 42,7 total 220 100 activities with web 2.0 tecnologies for learning çakan & gül 101 no. 24 age f % 13 33 15 14 166 75,45 15 20 9,1 16 1 0,45 total 220 100 as seen in table 1, it was determined that 57.3% of the students were girls and 42.7% were boys; 15% of them are 13 years old, 75.45% of them are 14 years old, 9.1% of them were in the age group of 15, and 0.45% of them were in the age group of 16.interviews were also conducted with a group of eight students in the study groupwho were randomly selected. data collection tools two types of data collection tools were used in the study. for quantitative data, a “knowledge test” was prepared for the study group by the researcher to determine the realization status of the achievements in the “formation of sound” unit after the activity. to determine the qualitative data of the research a semi-structured interview technique, one of the interview technique types, was used. . the questions in the semistructured interview form were written by the researcher to determine the opinions of the participants about the activity prepared through web 2.0 technologies. to ensure the validity of the prepared interview questions, they were presented to the expert opinion, questions and items that should be removed and added were corrected, and the interview form was finalized at the end of the expert opinion. data collection and analysis mean, frequency, and percentage calculations were used for the analysis of the data including demographic information and the data obtained from the knowledge test. knowledge test success point values were determined according to the item of evaluation with points in line with the general principles of measurement and evaluation of the secondary education institutions regulation of the ministry of national education (ministry of national education [meb], 2013). activities with web 2.0 tecnologies for learning çakan & gül 102 no. 24 the qualitative data collection in the research were made using a semi-structured interview form and interview technique. the semi-structured interview form consisted of 7 open-ended questions, and the data were obtained as a result of one-onone interviews with eight students in the study group. the obtained data were analyzed and interpreted by content analysis, and direct quotations were included to reflect the views of the students (adhabi & blash anozie, 2017; yıldırım & şimşek, 2021). the qualitative data obtained in the research were coded, then divided into themes and interpreted. while quoting, the names of the students were coded with abbreviations as student 1 (s1) and student 2 (s2). to ensure the reliability of the qualitative data of the research, the data in question was presented to the opinion of two field experts, and consistency analysis was carried out. consensus and differences of opinion were determined during the interviews, and the percentage of consistency was calculated by using the reliability calculation formula p (percent consistency) = na (number of items coded the same in two forms)*100/nt (total number of items in one form) (çepni, 2021). the agreement between the evaluations of the experts was 85.19. since this value is 70 or above, it is considered sufficient for data analysis, and it is concluded that reliability is provided (miles & huberman, 1994: cited in baş, 2014). findings in this section, the findings obtained from the data collection tools are given. table 2 shows the success rates obtained from the knowledge test after the “what is this sound” activity of the students who participated in the research. the data obtained from the knowledge test are given in table 2. table 2. knowledge test success results success point value f % 85-100 58 26,36 70-74,99 101 45,91 60-69,99 35 15,92 50-59,99 12 5,45 0-49,99 14 6,36 total 220 100 activities with web 2.0 tecnologies for learning çakan & gül 103 no. 24 as seen in table 2, it was determined that 26.36% of the students scored 85-100; 45.91% of them scored 70-74.99 points; 15.92% of them scored 60-69.99 points; 5.45% of them were in the range of 50-59.99 points, and 6.36% of them were in the range of 0-49.99 points. the findings regarding the answers given by the students to the knowledge test are as follows: table 3. table of students’ answers to knowledge test question number question type f % 1. question gap-filling 208 12 94,5 5,5 2. question multiple choice 140 80 63,6 36,4 3. question multiple choice 215 5 97,7 2,3 4. question gap-filling 187 33 85 15 5. question matching a b c d e f 187 33 204 16 201 19 210 10 211 9 211 9 85 15 92,7 7,3 91,6 8,4 95,5 4,5 95,9 4,1 95,9 5,1 activities with web 2.0 tecnologies for learning çakan & gül 104 no. 24 6. question matching a b c d e f g h 194 26 187 33 193 27 184 36 181 39 195 25 168 52 166 54 88,1 11,9 85 15 87,8 12,2 83,7 16,3 82,2 17,8 88,6 11,4 76,4 23,6 75,5 24,5 7. question true/ false 211 9 96 4 8. question gap-filling 184 36 83,6 16,4 9. question gap-filling 106 114 48,1 51,9 total 220 100 table 3 shows that the third question of the knowledge test is the one with the most correct answers (97.7%); the second question (36.4%) and the 9th question (51.9%) were the most incorrectly answered questions. in addition, it is seen that 94.5% of the students answered the 1st question of the knowledge test correctly, 97.7% of them answered the 3rd question correctly, and 96.4% of them answered the 5th question correctly. however, it was determined that the students gave more wrong answers to the a option (15%) of the 5th question and the h option of the 6th question (24.5%), which are in the matching question type. activities with web 2.0 tecnologies for learning çakan & gül 105 no. 24 students were asked to express their opinions on the contribution of the activity, which was prepared through web 2.0 technologies, to their education. the codes and themes created from the data obtained are given in table. table 4. student views on contribution of the activity to personal education theme sub-theme code participants pe rs on al e du ca ti on self awareness voice health s1, s3, s4, s5, s6, s8 confidence gain s2,s7 foresight s2,s4 knowledge level anatomical awareness s7,s8 obtaining theoretical knowledge s2, s3, s6 as can be seen in table 4, there are students who expressed their opinions about the contribution of the activity to personal education. it was determined that they expressed opinions in the direction of voice health (6), self-confidence gain (2), and foresight (2); regarding the “level of knowledge” sub-theme they expressed opinions in the direction of anatomical awareness (2) and obtaining theoretical knowledge (3). some of the students’ views on this theme are given below. “…i think about working with music. i will pay more attention to my voice” (s1). “…i learned my sound level. human voices are divided into thin-medium-thick. my voice will be thin or medium” (s2). students were asked to express their opinions on the attractiveness of the activity, which was prepared through web 2.0 technologies. the codes and themes created from the data obtained are given in table 5. activities with web 2.0 tecnologies for learning çakan & gül 106 no. 24 table 5. student opinions on the attractiveness of the activity theme sub-theme code participants a tt ra ct iv en es s contents sound types s1 surgery videos s1, s2, s4, s7, s8 vocal cords structure s3, s8, s6 opera s6 sound protection s5, s8 active learning peer interaction s2 place s4 as can be seen in table 5, it was determined that the students expressed their opinions about the sound types (1), surgery videos (5), vocal cord structure (3), opera (1), preservation of the voice (2) regarding the “content” sub-theme of the “attractiveness” theme; regarding the “active learning” sub-theme, students expressed their opinions about peer interaction and space (1). some of the students’ views on this theme are given below. “vocal cord surgery! i saw it for the first time, it was very interesting for me” (s8). “i’ve seen it in movies before. opera is a beautiful piece of music. there is such a genre of music. i watched and listened for the first time” (s6). students were asked to express their opinions on the difference between the activity prepared through web 2.0 technologies and the music lesson. the codes and themes created from the data obtained are given in table 6. table 6. student opinions on the difference between the activity and the music lesson sub-theme code participants d iff er en ce s content concerning life s1 fun s1, s3, s4, s6, s5, s7 attractiveness s1, s8 physical conditions attention-raising environment s2, s8 location factor s4, s5, s3 effective teaching active learning s5 interaction s6, s7 memorability s7, s8 focusing s8 visual support s8 activities with web 2.0 tecnologies for learning çakan & gül 107 no. 24 as can be seen in table 6, it was determined that students expressed opinions regarding the “content” sub-theme of the “differences” theme in the direction of concerning life(1), fun (6), attractiveness (2); regarding the “physical conditions” subtheme in the direction of the attention-enhancing environment (2), location factor (3); regarding the “effective teaching” sub-theme in the direction of active learning (1), interaction (2), memorability (2), focus (1), and visual support (1). some of the students’ views on this theme are given below. “it is not effective in the classroom. but in this environment, all of my friends and i can participate. it is fun” (s6). “lessons in the classroom can be boring sometimes. i think the place where we learn is very important. instead of the classroom environment, i prefer environments like here where everyone can participate” (s7). “...we learned things that we should pay attention to in our daily life” (s1). students were asked to express their opinions on the awareness of the mutation period of the activity, which was prepared through web 2.0 technologies. the codes and themes consisting of the data obtained are given in table 7. table 7. student opinions on the contribution of the activity to mutation period awareness theme code participants a w ar en es s self-knowledge s1, s2, s4, s5, s6, s7 self-confidence s1, s2 protecting the sound s1,s2,s3,s4,s5,s6,s7, s8 change of voice s1, s4, s6 consulting field expert s3, s5 as can be seen in table 7, there are students who expressed their opinions about the contribution of the activity to the awareness of the mutation period. it was determined that the students expressed their views on the theme of “awareness” in the direction of self-knowledge (6), self-confidence (2), protection of the voice (8), change of voice (3), and consulting a field expert (2). some of the students’ views on this theme are given below. “… after this activity, i realized that i don’t need to be afraid or ashamed while singing because everyone has it” (s1). “i realized myself. how is my voice changing? what will happen in the future? what will happen if i don’t pay attention? now i know all of them” (s6). activities with web 2.0 tecnologies for learning çakan & gül 108 no. 24 conclusion and discussion according to the results obtained from the knowledge test, it is thought that the activity prepared with web 2.0 technologies contributes to the knowledge level of the students, provides ease of learning the theoretical knowledge and is a reminder. from this point of view, it is considered important to use applications that can make permanent changes in students in the education process. it is thought that the inclusion of web 2.0 technologies in music education, which especially affects the aesthetic perspective and cultural level of the person, allows students to act together with the community and work in cooperation, will contribute positively to their learning levels. in the literature, studies show that the lessons, which are carried out with activities prepared with web 2.0 technologies, have a positive contribution to the learning levels of the students. in his study, can (2021) concluded that the edmodo application contributed to the effective, permanent, and fast learning of the students, increased their motivation, and made the lessons fun. similarly, karadağ and garip (2021) determined that the learningapp application can be used in the course processes. based on this, it is stated that the activities carried out with web 2.0 technologies in educational environments will contribute to the effective, permanent, and rapid learning of the students and it is also thought that it will increase their motivation towards the lessons. with this thought, it is considered important to organize and plan the said technologies in such a way that they can be used in teaching environments and to enrich the course content with activities prepared with web 2.0 technologies. in line with the findings of this investigation, it was determined that the activity prepared with web 2.0 technologies contributed to individual awareness, students’ knowledge levels,, and to the active learning of the physical environment in which the activity was carried out. in similar studies, it was concluded that activities carried out with web 2.0 technologies contributed to individual awareness and knowledge levels of students (afach, kiwan & semaan, 2018; stefancik & stradiotova, 2020). from this point of view, it is thought that the more active use of these activities in the educational process will contribute to the cognitive development of students. for this reason, it is considered necessary to prepare activities with web 2.0 technologies in such a way that students can be active in the education process and increase their awareness levels. the students who participated in the research thought that the activity carried out with web 2.0 technologies was different from the music lesson held in the classroom in terms of content, physical conditions, and teaching method; however, it has been determined that they expressed their opinion that the event contributed to their awareness of sound health and protection. it has been determined that the activities prepared with web 2.0 technologies contribute to the creation of a more effective learning environment in line with activities with web 2.0 tecnologies for learning çakan & gül 109 no. 24 the interests and wishes of the z-generation students and to transform the learning environments into a more equipped and enjoyable one. similarly, studies have supported that the activities carried out with web 2.0 technologies contribute to the learning level of students (arslan & coştu, 2021; ergül sönmez & çakır, 2021; açıkgül fırat & fırat, 2020; vanichvasin, 2021; kazazoğlu & bilir, 2021; egüz, 2020; karakaş & kartal, 2020; bolliger & shephard, 2017; şahin topelcengiz & yıldırım, 2020; juškeviciene & kurilovas, 2014; azid, hasan, nazarudin & ali, 2020; jong & tan, 2021). with this thought, it is necessary to use in-class and extra-curricular activities prepared with web 2.0 technologies that support educational environments. in line with the findings obtained from the research, the following recommendations can be made: an effective music lesson within the scope of general music education helps students to have an aesthetic point of view; it is also known to contribute to artistic and intellectual knowledge (uçan, yıldız & bayraktar, 1999; arslan & gül, 2019). for this reason, the lesson planning of the music lessons held within the scope of general music education should not be neglected. in addition, it is considered very important for students in secondary education to be aware of the voice changes they will experience during the mutation period they are in, to overcome this period in a healty way and without damaging their vocal organs, and to have an awareness to protect their vocal health. for this reason, it is considered necessary to prepare the music education to be carried out within the scope of general music education so that students have the level of knowledge and awareness that they can get through the period they are in most healthily and consciously. in the 21st century, where the way of accessing information is constantly changing, it is seen as very important to bring the education system of our country closer to the universal and contemporary, to bring the technology that students put at the center of their daily lives to their educational environments and to enable it to be used beneficially, with the intention that it will increase the quality and qualification of the education and training process. it is thought that it is necessary for teachers and students to actively use web 2.0 applications in order to adapt to the universal, to include technology in life, and to be involved in universal music studies. the fact that the course activities prepared with the support of web 2.0 technology tools by the teachers in a planned and programmed process will contribute to the academic success of the students; it is also thought that it will have a positive effect on students’ personal and social development. for this reason, it is considered necessary and important to use web 2.0 technology tools, which are almost at the center of our age, by teachers and students more actively. with this in mind, it is deemed necessary to organize inservice training programs, courses, and seminars not only with theoretical but also applied studies so that teachers can have the equipment to use these studies effectively and efficiently in learning environments. in addition, it is considered necessary to activities with web 2.0 tecnologies for learning çakan & gül 110 no. 24 support students with programs in which they can use web 2.0 technology tools within the framework of support and training courses to contribute to their education and training processes. it is known that web 2.0 technologies, which started in the 1970s and developed from year to year, have been included in education programs at a universal level intensively (günay & özdemir, 2012). especially recently, thanks to augmented reality applications, presenting abstract concepts to students concretely, has contributed to the achievement of the targeted gains and the differentiating expectations of the z-generation have become meetable. it is known that digital technology is advancing day by day, applications are updated and technological tools are developed for new needs. it is thought that web 3.0 tools, that we have just been introduced to as of 2021, are about to be developed; the concept of “meta-verse”, which we will encounter frequently in social media and similar online environments recently, can be used in education/training environments in the future. for this reason, it is considered important to provide school equipment that is suitable for the requirements of the 21st century and is shaped according to the interests and needs of the student profile of our age. it is considered necessary in terms of equality of opportunity in education that these types of equipment are accessible not only in private schools but also in public schools. the disadvantages of web 2.0 technologies and other digital technological content in the education and training environment should not be ignored. the inadequacy of application knowledge of these technologies and contents, the lack of control that may be experienced in online learning environments, the inadequacy of materials for students, and other issues, reveal the necessity of being planned and programmed in the use of these technologies, since situations such as these can negatively affect the effectiveness of the education and training environment. in parallel with the science, internet and technology developments of our age, it is suggested that different studies be carried out in order to renew the education system of our country for these developments. activities with web 2.0 tecnologies for learning çakan & gül 111 no. 24 references açıkgül fırat, e., & fırat, s. 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(2021). sosyal bilimlerde nitel araştırma yöntemleri [qualitative research methods in the social sciences]. seçkin yayıncılık. yungul, o., & can, a. a., (2018). applicability of web based distance education to instrument (guitar) education. educational policy analysis and strategic research, 13(4), 37-69. activities with web 2.0 tecnologies for learning çakan & gül 117 no. 24 authors *melike çakan uzunkavak was born in trabzon. she started his music education at trabzon anatolian fine arts high school in 2005. she graduated from high school in 2009 and started the department of music education from dokuz eylül university buca faculty of education in the same year. she graduated her undergraduate education as the first of her department in 2013. she was appointed to zonguldakdevrek as a music teacher in 2015. in 2018, she started her master’s degree in music education from the department of fine arts education of the institute of educational sciences of uludag university under the guidance of dr. lecturer gülnihal gül and graduated with a master’s degree in 2020. she started her doctorate in music education from the department of fine arts education of the institute of educational sciences of bursa uludag university in 2022 and she continues her education as a doctoral student under the supervision of doç. dr. lecturer gülnihal gül. in 2018, she was appointed to trabzon affan kitapcıoglu anatolian high school and is currently working as a music teacher. orcid : https://orcid.org/0000-0002-8936-6417 dr. gülnihal gül was born in gümüşhane. she completed her primary and secondary education in bursa. she graduated from uludağ university, faculty of education department of music in 1997. she started working as a voice education instructor at the music education department of the faculty of education of uludag university in 1999. she graduated from her master’s program at the institute of social sciences of uludag university in 2000. she continued her voice technique studies with ankara state opera and ballet artist hülya kazan between 2001 and 2005. in 2012 she completed her doctorate program at the institute of social sciences of uludag university. currently, she is working as a “voice training” lecturer in the department of music education at the faculty of education of uludag university. orcid: https://orcid.org/0000-0001-9437-2419 how to reference this article: çakan-uzunkavak, m., & gül, g. (2022) the contribution of the activities prepared with web 2.0 technologies to the level of learning. gist – education and learning research journal, 24. 95-117. https://doi.org/10.26817/16925777.1395 activities with web 2.0 tecnologies for learning çakan & gül cooperative learning to foster reading skills1 aprendizaje cooperativo por proyectos para mejorar las habilidades de lectura marian lissett olaya and gladys marta elena gonzález-gonzález2* universidad pedagógica y tecnológica de colombia 1 received: february 20th 2020/ accepted: november 26th 2020 2 marian.olaya@uptc.edu.co; martaegonzalezg@gmail.com gist education and learning research journal. issn 1692-5777. no. 21 (july-december, 2020). pp. 119-139. 120 no. 21 abstract this paper reports an action research study on cooperative learning projects for engineering students at a public university. the research study is aimed at improving reading skills through the use of four cooperative learning projects implemented during the english classes. data gathered from a survey, four group interviews, and the teacher’s journal were collected and analyzed to determine the categories after coding the data. findings suggest that working cooperatively has a higher effect on students’ reading skills. conclusions also highlight that cooperative learning strengthens english reading skills and fosters leadership, decision making, communication and problem-solving abilities. additionally, it increases participation, motivation and goal achievement in students’ language learning process. keywords: cooperative learning; collaboration; interaction; reading skills; reading strategies; english learning, communication resumen este documento da a conocer un estudio de investigación acción sobre el aprendizaje cooperativo por proyectos para estudiantes de ingeniería de una universidad pública. el estudio tiene como objetivo mejorar las habilidades de lectura mediante el uso de cuatro proyectos de aprendizaje cooperativo implementados durante las clases de inglés. se recogieron y analizaron los datos de una encuesta, las entrevistas de un grupo y el diario del profesor para determinar las categorías después de codificar los datos. los resultados sugieren que el trabajo cooperativo tiene un mayor efecto en las habilidades de lectura de los estudiantes. así mismo, las conclusiones resaltan que el aprendizaje cooperativo fortalece las habilidades de lectura en inglés y fomenta el liderazgo, la toma de decisiones, la comunicación y la capacidad de resolución de problemas. además, aumenta la participación, la motivación y el logro de objetivos en el proceso de aprendizaje del idioma de los estudiantes. palabras clave: aprendizaje cooperativo; interacción; habilidades de lectura; estrategias de lectura; aprendizaje de inglés; comunicación cooperative learning to foster reading skills olaya & gonzález-gonzález 121 no. 21 resumo este artigo reporta uma pesquisa ação sobre a aprendizagem cooperativa por projetos para estudantes de engenharia de uma universidade pública. o estudo pretendia melhorar as habilidades de leitura através da implementação de quatro projetos cooperativos implementados durante as aulas de inglês. uma pesquisa de opinião, entrevista grupal e a análise documental foram utilizadas como instrumentos de pesquisa. os resultados sugerem que os estudantes melhoraram significativamente as suas habilidades de leitura trabalhando cooperativamente. da mesma forma, as conclusões ressaltam que a aprendizagem cooperativa melhora as habilidades como liderança, tomada de decisões, a comunicação e a solução de problemas. adicionalmente melhora a participação motivação e realização de objetivos no seu processo de aprendizagem do idioma inglês. palavras chave: aprendizagem cooperativa; colaboração; interação; habilidades de leitura; estratégias de leitura cooperative learning to foster reading skills olaya & gonzález-gonzález 122 no. 21 introduction e nhancing reading skills when teaching english is a challenging task in colombian education where students read lots of specific information related to their major studies. engineering students need english as means of efficient communication not only for their jobs but also to connect with a world where the english language is one of the official languages of the science community. therefore, there is a need to provide students with opportunities to use the language and to have a more active participation inside the classroom. developing reading skills is a complex process considering that students should understand what they are reading, and apply that information on their area of knowledge. according to maria (2009) “for engineers, english is primarily a library language meaning that the student must understand enough to gain access to knowledge contained in textbooks and particularly in periodicals and journals in order to extract information and keep abreast with latest technologies” (p. 45). it means that there is a constant need for effective reading skills across the curriculum which will contribute not only to foster reading but also to improve the engineering education by exposing learners to authentic knowledge and real situations. considering the relevance of improving students’ reading proficiency in this public university, this research study discusses the effectiveness of cooperative learning projects to foster reading skills of a group of students. the university adopts a communicative approach however, it is blended with other teaching methods which depend on the teacher’s perspective. students have to take six mandatory english language levels which do not affect students’ grade-point averages (gpa) since english is not part of every program curriculum. the fact that english is a mandatory subject has led students to become passive learners who do not regularly attend to english classes, students just come when a test is administered, and according to saber pro (2018) testing most of the students’ english level is a2. despite this situation, students are aware of their need to improve the english level because in the content subjects they are required to read texts in english with specific technical language not seen before in the english classes, in order to keep updated with the different processes, tendencies and technologies in engineering and industrialized countries. in this way cooperative learning projects were chosen as a new strategy for them because of their multiple benefits, methods and strategies to use in the classroom, students have different learning styles and that is why they may have different strengths, some of them might be good at grammar or some others might be fluent or feel confident talking in public, this is why students can support each other with their strengths in cooperative activities that help them learn and improve their abilities not only in terms of language proficiency but also in terms of personal skills like teamwork or problem-solving. in this way, a motivation emerged to contribute with strategies to foster students’ reading skills as they need to become effective and efficient learners on cooperative learning to foster reading skills olaya & gonzález-gonzález 123 no. 21 their engineering programs since english is required to acquire knowledge and learn new information, bearing also in mind that the six levels are necessary to graduate. the proposed question for this research study is stated as: what is the impact of implementing reading skills in cooperative learning projects on undergraduate engineering students in a public university? and the main objective which guided this research study was: to foster reading skills on undergraduate engineering students at a public university through cooperative learning projects. theoretical framework cooperative learning according to johnson and johnson (as cited in johnson & johnson (2018) “cooperation is working together to accomplish shared goals. when cooperating, individuals work to achieve outcomes that benefit themselves and all other group members. cooperative learning exists when small groups of students work to enhance their own and their group mates’ learning (p. 62). for the purpose of this research study cooperative learning is seen as an active process where students take an active part in their learning development cooperating together to accomplish their learning goals and acquire new knowledge according to their interests, needs and skills. consequently to accomplish the main objective of this research study, cooperative learning projects were chosen considering that each member of a group has a talent or special ability in order to achieve a common goal and support each other on a group work as gillies (2016) stated “helping students to interact and work together not only enables students to learn from each other but also to accept responsibility for the tasks they have to complete and the decisions they have to make” (p 44). accordingly, in order to answer the question that guided this research study five essential components of cooperative learning described by different authors were implemented to support students’ learning and improve their reading skills while using cooperative strategies inside the classroom. face to face interaction: “teaching strategy in which small teams, each with students of different levels of ability, use a variety of learning activities to improve their understanding of a subject” (wichadee, 2005, p.23). positive interdependence: possibilities students have to promote individual learning through cooperation among others, e.g “positive goal interdependence (mutual goals), positive reward interdependence (joint rewards), resource interdependence (each group member has different resources that must be combined to complete the cooperative learning to foster reading skills olaya & gonzález-gonzález 124 no. 21 assignment), and role interdependence (each group member is assigned a specific role)” (johnson, d. w., johnson, & stanne, 2000, p.5) accountability:each member of the group has a task to do so they are able to report results and the group can identify who needs more support or guidance. “each member of a team is responsible not only for learning what is being taught, but also for helping teammates learn, thus creating an atmosphere of achievement” (suwantarathip & wichadee, 2010, p.51). equal participation: allows students to become active members of the group, every student has the chance to do a task, assess it and receive feedback. team work appears as an inclusive alternative to foster reading skills. “cooperative learning gives the learners a chance to put the language to use” (gurk& mall-amiri, 2016, p.41). group interaction: group members must promote each other’s learning and success face-to-face, hold each other personally and individually accountable to do a fair share of the work, use the interpersonal and small group skills needed for cooperative efforts to be successful, and process as a group how effectively members are working together”(wichadee & orawiwatnakul, 2012, p.93). reading strategies the use of reading strategies in this research study resides in the need of students to improve their reading skills. these strategies were implemented as steps during the development of each of the projects starting by predicting, then making connections, passing to the inference step, later questioning and finally summarizing, they were chosen to help students not only to read texts, but also to interpret diagrams, figures, tables, find main objectives, question the functionality of some devices, summarize and make conclusions of specific content. there are different views of the use of reading strategies depending on the context and the population. barnett (2002, p. 14) defines a reading strategy as the understanding processes that a person carries out when reading as a means to comprehend what they read. in this process the teachers’ role is essential to make reading strategies useful for students, it is required a clear, guiding and scaffolding orientation, which lets achieve the understanding process when reading. the reading strategies implemented are: predicting. the first step to become an effective reader is setting a purpose for reading and depending on it, looking for details becomes vital to acquire knowledge. “some of the approaches for teaching predicting are teacher modeling, predicting throughout the text; with partners, with a graphic organizer, or using post-it notes throughout the text. using the title, table of contents, pictures, and key words is one prediction strategy”. (küçükoğlu, 2013, p. 710). when implementing these strategies cooperative learning to foster reading skills olaya & gonzález-gonzález 125 no. 21 the brain prepares for the reading process activating previous knowledge to be ready for the text. making connections. this second step is very essential because it is at this stage where students connect what they read to what they already know. effective readers always make connections to the purpose of their reading and with the academic context they are involved. according to mcnamara (2012) “good readers attempt to bridge incoming sentences with previous text content and with their background knowledge ”(p. 14) .when readers process a text in a deep way, such as answering wh questions they would start building a meaning which is seen as a comprehension and reflection process. inferring means reading through lines. effective reading requires making a prediction, learners use their background knowledge to infer what is coming up in the text. “if readers could decode the words on a page, they would be able to monitor what was being read to themselves orally and understand what they were reading” (serafini, 2004, p. 200).this step allows learners to have a more complex process of reading, it requires students to predict, make connections to finally draw their own conclusions. questioning. this step can be used before, during or after reading. its purpose is to guide students to find answers, solve a problem or find out new information. “question-answering instruction encourages students to learn to answer questions better and, therefore, to learn more as they read” (adler , 2001, p.43). it also implies learners to make use of all the previous reading strategies mentioned, to achieve an enriching understanding process of the text. summarizing. during the summarizing step readers should select and highlight the most relevant information or details of the text read. “the interpretation of the information in the text, the use of prior knowledge to interpret this information and, ultimately, the construction of a coherent representation or picture in the reader’s mind of what the text is about” (mcnamara, 2012, p.27). methodological design type of research. based on the main objective of this research “to foster reading skills on undergraduate engineering students at a public university through cooperative learning projects”, this work is framed under a practical action research in which according to creswell (2012) “teachers seek to research problems in their own classrooms so that they can improve their students’ learning and their own professional performance” ( p. 579). this process of practical action research was done by following the five stages proposed by mills 2011 (as cited in creswell 2012) in which a non-ending process cooperative learning to foster reading skills olaya & gonzález-gonzález 126 no. 21 takes place : identifying the area of focus, collecting data, analyzing and interpreting data, developing an action plan and finally implementing it to reflect again on the results and set future actions. in the first stage of this procedure, an area of study was identified by reviewing the literature and writing the plan to conduct this research. second, data was collected by analyzing sources such as interviews, surveys and teacher journals. the third stage focused on analyzing and interpreting data, the process included the identification of topics, coding the data collected, its categorization and the interpretation of the ideas analyzed. based on the findings in the fourth stage an action of plan was devised; this plan concentrated on developing reading skills on the students by means of cooperative learning projects. in the last stage, this plan was implemented and results were analyzed to recommend actions. participants. this action research study was conducted with 45 university students aged between 18 to 24 years, they are part of mining, geological, industrial, electronic and systems engineering programs. students who belong to these programs have to take six mandatory english language levels which do not affect students’ grade-point averages (gpa) since english is not part of the programs’ curriculum. students agreed to participate in the research study and signed a consent form before starting. their english level is between a1-a2; they can read very short, simple texts. they can find specific information, in simple everyday material such as advertisements, brochures, menu and timetables and they can understand short simple personal letters. data collection procedures this research study was carried out during the first semester of 2019 in four cooperative learning projects; every project took four sessions, two hours each one. during the implementations three instruments were applied to gather data: a survey, group interviews, and the teacher’s journal. survey. in order to know students’ attitudes and perceptions on fostering the reading skills a diagnosis and a halfway process survey were implemented. the surveys included 11 closed and open-ended questions each; the initial survey encompassed rating-scale questions to inquiry on students’ attitudes towards reading. and the second survey looked to find out students’ perceptions and attitudes of the cooperative strategy and the improvement of the reading skill through 11 open-ended questions. cooperative learning to foster reading skills olaya & gonzález-gonzález 127 no. 21 group interview. “interviews are particularly useful for uncovering the story behind a participant’s experiences and pursuing in-depth information around a topic” (adjp, 2016, par. 2). a short group interview including opinion and contrast questions was carried out at the end of each project implementation to find out the student’s opinions about the incorporation of cooperative learning during the english language learning process. teacher’s journal. “in pedagogic theory the term journal started to be applied in the context of different autoregulation and self-reflexive strategies that became an important part in the content profiling of teacher-focused study programs” (wiegerová,2013; p. 237). this tool was very important for this study because it allowed having different perspectives of the situation during the implementation of cooperative learning projects to foster reading skills. the focus during the collection process was on students’ behaviors and attitudes towards reading and the different cooperative learning components that emerged during group work activities. pedagogical intervention the cooperative learning projects focused on particular cooperative learning components, previously explained in the theoretical framework, a reading text taken from engineering online magazines and the reading strategies for all projects: predicting, making connections, inferring, questioning and summarizing. description of the projects. the projects described included the techniques proposed by authors such as: jamaludin & mokhtar (2018), mubarok & sofiana (2017), karacop (2017) and mitchell et al., (2008) who focus on the development of cooperative learning in the classroom. first project: student teams-achievement divisions technique (stad). bearing in mind the purpose of this research study, the cooperative learning projects were framed on stad, which was the first project; “a stad technique on structured cooperative learning approach embrace higher instructors’ participation, teams’ rotation roles, helpful peer interaction and conducive learning environment” (jamaludin & mokhtar, 2018, p.576). this stage took four weeks and four-two hours sessions. in terms of cooperative learning, the rules were set, and the groups were distributed with the implementation of a multiple intelligence activity in which students with different intelligences made a group to contribute according to their abilities. second project: cooperative integrated reading and composition technique (circ). by using circ, the students were expected to have better achievement in reading based on mubarok & sofiana (2017, p.125) who affirm that circ increases cooperative learning to foster reading skills olaya & gonzález-gonzález 128 no. 21 students’ reading ability better than the conventional teaching strategy. students worked in four-member cooperative learning teams, they made predictions and summarized engineering articles. they also worked together to master main ideas and other comprehension skills; they were engaged in writing drafts as well as revising and editing one another’s work. finally, students prepared a summary presentation of what they read. third project: jigsaw technique: “brings the cooperation to the forefront by providing support to students’ working together and removing competition in the classroom” (karacop, 2017, p. 421). students were assigned to six-member teams to work on academic material that has been broken down into sections. members of different teams who have studied the same sections meet in expert groups to discuss their sections. these students returned to their teams and took turns teaching their teammates about their sections. at the end, students took individual quizzes, presenting the final activity to the class, which resulted in team scores. fourth project: group investigation technique, this was the last project in which students were involved as it “allows students to be directly involved in how they obtain knowledge; they are not mere recipients. it is a democratic approach in a classroom setting” (mitchell et al., 2008 p.389). students worked in small groups using cooperative inquiry. the groups broke their subtopics into individual tasks and carried out the activities that were necessary to prepare group reports and cooperative development of the project. the students took individual quizzes, which resulted in team scores and each group then made a presentation to communicate its findings to the entire class. these four techniques share the idea that through the incorporation of cooperative learning into the learning process students enhance team-work, leadership, communication and problem solving. in this sense, learners were involved in the development of their cooperative skills to advance in their english language learning process. all lessons were adapted based on the cooperative learning components and the reading skills. the lesson plan format was adapted from macpherson (2015) . this format allowed the teacher to have control of the class and to incorporate the elements of cooperative learning and reading strategies. data analysis and results the data collected for this research study were qualitative and the analysis technique applied was a triangulation process where the information obtained from surveys, interviews and the teacher`s journal was compared to corroborate the evidence cooperative learning to foster reading skills olaya & gonzález-gonzález 129 no. 21 acquired. then, information coding was applied. “the researcher bases categories on all data collected, such as interviews, observations, and researcher’s memos or notes” (creswell, 2012; p. 424). during this coding analysis two core categories emerged: the first one, effects on reading skills, pinpoints the importance of improving and implementing different strategies to foster reading skills in the english classes at the university, from this appeared two subcategories: 1. reading strategies used by the students, 2. students reading skills interaction. the second core category cooperative learning challenges, highlights the advantages of implementing cooperative learning in a context where students are not used to attending english classes and how that implementation promoted leadership, decision making, communication and problem solving; this core category derived two more subcategories: 3. challenges of working with cooperative projects, and 4. difficulties in working cooperatively, as it is illustrated in table 1. table 1. categorization the connections between core categories and subcategories through the data analysis allowed teachers researchers to represent in a better way the phenomenon of this research study and answer the research question. it can be said that students’ participation, motivation and goal achievement in their english language learning process improved thanks to the completion of cooperative learning activities, as it is explained as follows. core category 1: effects on reading skills reading strategies and students’ reading skills interaction. the principal aim of this research study was to foster reading skills through the integration of cooperative learning into the regular english classes. then, the first aspect to be discussed is how reading skills evolved or changed during the research process. in the initial survey a 100% of the students affirmed that they did not read in english for pleasure, all of them answered that they just read because they had an assignment to develop in their content subjects. from that perspective, it was understood that the incorporation of cooperative learning to foster reading skills olaya & gonzález-gonzález 130 no. 21 authentic reading material motivated students to start reading in english because they were interested in knowing what the text was about as it is noted by duke & pearson, (2009; p. 211) “providing experience reading real texts for real reasons and creating an environment rich in highquality talk about text—will undoubtedly help”. during the first group interview applied at the end of the first cooperative learning project, students asserted the importance of knowing how to implement different reading strategies as well as reading other kinds of texts. student f said: “in my english classes i always read articles from a book, they always talk about things that happen in other countries. during these four weeks i read about engineering topics which called my attention and i spent much time predicting what the writer tried to say… it was very interesting, and i worked with classmates from other programs, it was fun” (researchers’ translation). this perception from a student indicated that it was required the integration of reading strategies or techniques to explore a text in detail. it was imperative for learners not only to read a text but also to comprehend what is behind it and going beyond the words that are written; all these aspects can be achieved by the implementation of authentic material and a good use of reading strategies since “discovering the best methods and techniques or processes, the learners choose to access, is the goal of research in reading strategies” (karbalaei, 2010, p. 165). participants acknowledged the advantages of discussing the way they used to work on reading activities in english classes compared with the way the reading instruction was done during the implementation of this project. these students interacted to ask each other about not only the texts in depth but especially how they approached every text. the teacher-researchers wrote in the teachers’ journal: “today, i noticed that students liked to discuss what the article probably would talk about just by reading the title. they started to talk about engineering requirements nowadays. another group of students talked about the importance of predicting because it helps them to remember prior knowledge.” core category 2: cooperative learning challenges. challenges of working with cooperative projects and difficulties in working cooperatively these subcategories make reference to the cooperative behaviors that participants evidenced during the project implementation; it also presents the benefits, advantages and difficulties. to begin with, it is important to mention that behaviors that emerged during the incorporation of cooperative learning to foster reading skills were: communication, interaction, cooperative planning, sharing ideas, decision making, leadership and motivation. in the same way, confidence also appeared along cooperative learning to foster reading skills olaya & gonzález-gonzález 131 no. 21 the project since students had to solve problems and dealt with them in a proper way, it is worthy to see how trust is built when students can see their partners` ability to figure out a solution. similarly, the value of the student’s contribution to learning in a group was a vital element evidenced during the second group interview, one of the students said he liked working with people who wanted to win, he also noted how working together to reach a goal made him feel great when other members helped him understand the text and explained ideas when he did not understand certain vocabulary, he feels he knows a lot more now. as it was indicated by this student, collaborative learning gave them an opportunity to socialize, they changed their attitude towards group work and positive interdependence which is a main component of cooperative learning and this was evident during the project implementation. “positive interdependence exists when individuals perceive that they can reach their goals if and only if the other individuals with whom they are cooperatively linked also reach their goals and, therefore, promote each other’s efforts to achieve the goals” (johnson, et al., 2007; p.16), this means that showing a mutual interest of winning which indirectly implies learning and interacting is one of the most important cooperative social behaviors. when students talked about the difficulties and challenges of improving reading through cooperative learning activities they highlighted the importance of carrying out activities that were more dynamic rather than going through a text several times, because these allowed them to feel safer and their self-confidence increased as indicated in the following excerpt: “we felt different from the previous english classes; we felt that we are important and that we can contribute so the group can have better results. we don’t have a good english level but when we read and read and re read an article and we go through it by pieces it is easy to understand and learn new words. that kind of learning made me participate in the classes and now we are not ashamed or shy to work.” providing a confident and safe environment helped students to make better contributions to their learning process in spite of the differences among the members of the group (language level, academic major, learning styles, etc.), this is how we can see that “cl offers learners the opportunity to harness these differences in the pursuit of learning goals in an environment that shows respect for all contributions to learning and in which learners will be more inclined to value themselves and others” (sharan, 2010; p.310). data also revealed that peer feedback played an important role on students` english language performance because it demonstrated that when students were cooperative learning to foster reading skills olaya & gonzález-gonzález 132 no. 21 motivated to work in groups and made important efforts to success, their academic results and participation were higher. in this view, it can be noted that “opportunities for students to discuss, to argue, and to present and hear one another’s viewpoints are the critical element of cooperative learning with respect to student achievement” (slavin, et al., 2003. p. 183) at the last stage of the implementation of cooperative learning activities to foster reading skills, data illustrated that problem solving was the most challenging factor because students had to deal with assigning roles, accomplishing responsibilities and decision levels. one of the teacher’s journal entries said that students spent more than 15 minutes deciding roles such as who is going to be the manager, the reporter, etc. when they did not make a fast decision they started complaining and their voice tone turned loud. likewise, during an interview a student argued that it was difficult to agree with his partners as all of them wanted to give orders, this extra time they spent discussing letting the other groups finish first. it can be seen that this kind of interaction that represented a challenge for students was very useful because it allowed them to manage thinking and social abilities at the same time as well as reinforce the idea that the teacher or instructor must be a learning facilitator to help students to keep working effectively in groups to accomplish the tasks, such a role of facilitator can make a difference when trying to improve learners’ skills as sangadji (2016) points out: “teachers also play a role to help students to plan, implement the plan, and organize group, and serve as academic counselor.” (p. 98). after analyzing the core categories, it is possible to say that motivation, interpersonal and group skills, goal achievement, communication among students and teachers, and a safe learning environment provide students with security and confidence to work and learn. this improvement of social skills evidenced excellent student’s performance in class considering that when they took a final test and were exposed to different reading activities to assess their knowledge, they obtained good results. discussion now, we can refer to the question of this research study: what is the impact of cooperative learning projects on undergraduate students reading skills in a public university? it was demonstrated through the data collection procedures (surveys, group interviews and teacher’s journal) that collaborative learning activities and the implementation of reading strategies actually helped students to understand an article deeper and engaged students in group discussions that fostered communication with others. one of the projects that clearly illustrated this was the implementation of the second project cooperative integrated reading and composition (circ), students cooperative learning to foster reading skills olaya & gonzález-gonzález 133 no. 21 integrated the reading strategies used in the first project, students teamsachievement division (stad), and they started to be more aware of how their learning process was and how they selected what they read as an important component of their process to become professionals. hence, it can be appreciated how making learners more aware of their own learning process and “teaching students to become constructively responsive readers can promote skillful academic reading, which, in turn, can enhance academic achievement” (sheorey & mokhtari, 2001; p.446). that is consistent with some assertions found in students` comments in the survey and the teacher`s journal: “developing reading strategies during the class has helped me to understand the texts that i have to read in robotics( now i can participate because the teachers speaks english too) ; i liked analyzing titles because it helped my brain to start thinking in english” survey 2-st v july 2019 “today students’ attitudes were much better. at jigsaw, they laughed ,worked together without yelling at anybody. their faces were happy, they didn’t show any stressed when reading the magazines as in previous classes. it was evident that communication among the participants of each group has improved a lot” teacher`s journal these results highlight another benefit of group cooperation, that is, interaction became more active because students had to infer, summarize and present a whole report about the article they read. though these projects were intended to help students implement a set of different strategies to comprehend a text it also helped to build a positive attitude to the reading activities. student f affirmed during the third group interview that now he loved english classes because he noticed he was good at inferring and proposing questions related to the article; this allows us to see that the more motivated students are, best results can be seen during the student’s performance in class. a motivated student interacts easily with the reading texts and influences positively on their group development. at the end of this research study the same initial survey was implemented. results showed that 25 out of 45 students started to read in english especially magazines or articles related to their programs.10 students started to read in english other topics of interest such as literature and sociopolitical issues after being involved in the research and the last 10 students were not interested in reading in english. in the last interview 25 students agreed that their reading proficiency improved, they said that the way they used to read changed throughout the project implementation. 10 students affirmed that after the english course skills such as cooperative learning to foster reading skills olaya & gonzález-gonzález 134 no. 21 planning, organizing their academic activities improved. the other 10 students explained that they do not read in english during their free time, but enjoy reading in class because they learnt new vocabulary related to their majors and they have the teacher right away to clear up doubts. “the students who are taught reading by using reading strategies training technique have significantly higher scores of literal and inferential comprehension than those who are taught using more traditional one” (mistar, et al., 2016; p. 53). from this perspective, it can be inferred that students became more aware of what strategies or techniques can be implemented to understand a whole text as identifying its organization, different types of texts, understanding main ideas, and the use of new vocabulary. these aspects are important to improve reading comprehension skills. to summarize, it can be said that thanks to the implementation of the projects, the use of reading strategies increased and improved students’ reading comprehension skills. 57% of the participants strongly agreed that they were able to make associations when they did not understand a word; 43% agreed that their ability to contextualize the reading with their real context improved. students were also able to make decisions in the way they want to improve their reading comprehension skills; student h said in the last group interview “ i am able to decide if i have to foster comprehension by making questions or by selecting main ideas which are the strategies that i now employ the most”. motivation and confidence were also important factors because they let students have a more active participation and a positive attitude regarding the reading activities. 57% of the participants strongly agreed that after the english course they enjoyed reading technical engineering online magazines because it helps their career development so they were more confident to participate in other subjects. the other 43% established that they now enjoy reading literature and other topics. as a final remark, it can be inferred that students enhanced their reading comprehension skills by using different reading strategies and texts they were interested in. students also felt that activities helped them to improve their attitude and ability to read in english and the projects were suitable to promote interaction in the class instead of the traditional use of english textbooks. “i did not attend english classes of english before because they were boring, the activities were the same every semester, and all teachers used the same book so i asked my friends to lend their books. this course was different; dynamic i was always doing things and shared with different people too” “i liked to have the feeling that the teacher was a classmate too, she was always sitting with us instead of writing verbs or grammar on the board as in previous courses”. cooperative learning to foster reading skills olaya & gonzález-gonzález 135 no. 21 along the implementation of the projects, students expressed their insights about cooperative learning, they showed a positive attitude toward working in teams because they received support, feedback of their learning performance and they had an active participation during the english classes as it was evidenced in the third and fourth students` interviews “this is the first time i understand how to work in groups; everyone did what had to do. it was fun to correct my classmates without being annoyed” interview 3stt-2019 similarly, it is possible to say that motivation, interpersonal, group work skills, goal achievement, communication among students and teachers, and a safe learning environment provide students with security and confidence to work and learn. those aspects led to evidence of the improvement of social skills in the group work which would result in an excellent student’s performance in class. additionally, students were able to foster their problem solving skills. even though results were significant to see changes during the english course , it is necessary to continue examining the effectiveness of cooperative learning and how its implementation can foster not only the reading skills but also all english language skills. further research should look for other alternatives of cooperative learning projects to be implemented at the university level to have an important impact on the bilingualism policies of the current government. conclusions this research study has examined the impact of cooperative learning projects by mainly fostering reading skills. the study revealed that students changed the way they perceived the english subject by working in a cooperative environment that promotes confidence, communication, motivation and problem solving skills. it was evidenced that no matter what the student’s english level is, the amount of vocabulary they know or their content knowledge based they have because if the students are highly motivated and the interaction in the class is active, their reading performance unquestionably rise. cooperative learning projects used in this research study, they fostered group work and social skills since they had the opportunity to manage the roles and activities they had to report. they took advantage of having the language teacher as a language facilitator when they did not understand or did not know how to share an idea. moreover, students displayed confidence levels when interacting in groups and working in a safe environment. cooperative learning to foster reading skills olaya & gonzález-gonzález 136 no. 21 opportunities to improve their reading skills were also evident when they were exposed to authentic material related to their majors. motivation here was crucial to have an active reading participation along the project, in this way the most motivated students got the most significant academic results. cooperative learning implementation has positive effects on students’ english language performance in class and it was evidenced with the results of the final tests students took and also with the activities done in class. they shared their ideas without feeling ashamed about making mistakes. student’s perceptions and confidence to interact in the english language were enhanced. results emerged from this research study have a great significance in the teaching context and the value of implementing cooperative learning into all the english language levels that offer the university because students can transform their passive role to an active and responsible role of their own learning process and improve goal achievement and autonomy. cooperative learning to foster reading skills olaya & gonzález-gonzález 137 no. 21 references adjp quad (2016). research tools: interviews & questionnaires. retrieved from https://lled500.trubox.ca/2016/225. 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(2005). the effects of cooperative learning on english reading skills and attitudes of the first year students at bangkok university. bu academic review, 4(2), 22-31. authors * marian lissett olaya holds a b.a in foreign languages from universidad pedagógica y tecnológica de colombia. she also holds a m.a in english language teaching for self-directed learning from universidad de la sabana. she has been an english language teacher for  twelve in which she has gained a lot of experience teaching english for engineering programs. her research experience is focused on how reflective teaching strategies fosters students’ language learning, atutonomy, self centered and cooperative learning. she is currently a language teacher at uptc in the city of sogamoso.  orcid: https://orcid.org/0000-0003-1351-007x gladys marta elena gonzález-gonzález foreign languages teacher from universidad pedagógica y tecnológica de colombia (uptc), specialized as an educational manager from the same university. she got her ma in education with an emphasis on foreign languages teaching didactics from universidad libre de colombia. highlighted experience working in the foreign languages teaching field has been a full time teacher at the international languages institute at universidad pedagógica y tecnológica de colombia, where she has carried out some research projects about clil, cooperative learning and intrinsic motivation. orcid: https://orcid.org/0000-0001-5615-4250 how to reference this article: olaya, m. l., & gonzález-gonzález, g. m. e. (2020). cooperative learning projects to foster reading skills. gist – education and learning research journal, 21, 119-139. https://doi.org/10.26817/16925777.835 cooperative learning to foster reading skills olaya & gonzález-gonzález enhancing permanence for vocabulary learning on 2nd grade students in turkey through music1 mejora de la permanencia en el aprendizaje de vocabulario en estudiantes de segundo grado en turquía a través de la música omer faruk tavsanli, abdullah kaldirim, and tayyar erdem gedikli2* istanbul aydin university, kutahya dumlupinar university, and bursa uludağ university, turkey 1 received: april 8th 2020/ accepted: april 12 2021 2 omerfaruktavsanli@gmail.com; abdullahkaldirim@gmail.com; erdemgedikli@gmail.com gist education and learning research journal. issn 1692-5777. no. 22 (january june, 2021). pp. 51-73. trends in elt masters’ programs 52 no. 22 abstract music plays an important role in students’ language development. because the process of acquiring and developing language skills of the individual and learning to make music work have many similarities. in this quasi-experimental study, teaching the word in l1 with music with the normal intelligence and development level of 2nd-grade students on the learning of the meaning of the word and ensuring the permanence of the word has been examined. a quasiexperimental design with the experiment and control group was used in the study. in the study words, whose meanings are unlikely to be known by the students, in contexts, and success tests prepared to measure these words’ meanings were used as data collection tools. the research was carried out with 43 second-grade students, and the data were analyzed with an anova test. according to the study results, it is concluded that the teaching of vocabulary with music, both the meaning of the word and providing the persistence of learning, was found to be useful. besides, when the permanence of the words whose meaning is learned is examined, it was revealed that teaching vocabulary with music also supports permanent learning. keywords: music, vocabulary teaching, learning the meaning of the word, permanence, elementary grades, mother tongue resumen la música juega un papel crucial en el desarrollo del lenguaje de los estudiantes. porque el proceso de adquirir y desarrollar conocimientos, aptitudes así como habilidades y el proceso de saber como hacer que la música tienen muchas similitudes. en este estudio cuasiexperimental, se examinó el efecto de la enseñanza de la palabra en l1 con música con el nivel normal de inteligencia y desarrollo de los alumnos de 2º grado sobre el aprendizaje del significado de la palabra y la garantía de la permanencia de la palabra. en las palabras de estudio, cuyos significados apenas son conocidos por los estudiantes, en contextos; y pruebas de éxito preparadas para medir los significados de estas palabras fueron utilizadas como herramienta de recolección de datos. la investigación se realizó con 43 estudiantes de segundo grado y los datos se analizaron con la prueba anova. de acuerdo con los resultados del estudio se concluye que se encontró útil la enseñanza de las palabras con música tanto para el aprendizaje del significado de la palabra como para su sostenibilidad. además, cuando se examina la permanencia o la constancia de las operaciones se reveló que enseñar vocabulario con música también apoya el aprendizaje permanente. palabras clave: música, enseñanza de vocabulario, aprendizaje del significado de la palabra, permanencia, grados elementales, lengua materna vocabulary learning through music tavsanli, kaldirim, & gedikli 53 no. 22 resumo a música cumpre um papel crucial no desenvolvimento da linguagem dos estudantes. o processo de aquisição e desenvolvimento de conhecimentos e aptidões, assim como habilidades no processo de saber como fazer música têm muitas similitudes. neste estudo quase experimental, examinou-se o efeito do ensino da palavra em l1 com música dentro do nível normal de inteligência e desenvolvimento dos alunos de 2º grado sobre a aprendizagem do significado da palavra e a garantia da permanência da palavra. no estudo se utilizaram como ferramentas de coleta de dados palavras cujos significados provavelmente não sejam conhecidos pelos estudantes, em contextos, e provas de sucesso preparadas para medir o significado destas palavras. a pesquisa foi realizada com 43 estudantes de segundo grau e os dados se analisaram com a prova anova. de acordo com os resultados do estudo se concluiu que se encontrou útil o ensino das palavras com música tanto para a aprendizagem do significado da palavra quanto para sua sustentabilidade. além disso, quando se examina a permanência ou a constância das operações, se revelou que ensinar vocabulário com música também apoia a aprendizagem permanente. palavras chave: música, ensino de vocabulário, aprendizagem do significado da palavra, permanência, graus elementares, língua materna vocabulary learning through music tavsanli, kaldirim, & gedikli 54 no. 22 introduction w hen educational researches conducted in recent years are examined, it is seen that multi-disciplinary studies come to the fore (gruenewald, 2003). the fact that the teaching activities are specific to a single area is insufficient in academic and general academic success in that area. for this reason, it is more challenging to reach educational goals (stubbs, zimmerman, warner, & myers, 2018). at this point, it is essential to configure the areas to be established while teaching correctly. because these areas will be included in the teaching processes together, a relationship must be established in the student’s mind cognitively. it is known that the use of artistic works in language teaching is a correct structure. music is one of the areas recommended for language teaching (feld & fox, 1994). music should be an essential factor in language teaching. with music’s help, students express themselves more enjoyably, giving more advantage for communicating with others and expressing themselves, and getting relaxed (linnavalli, putkinen, lipsanen, huotilainen, & tervaniemi, 2018). studies show that continuing together music and language teaching has many positive results (winters & griffin, 2014). because while students learn something through music, they also enjoy this process. at this point, the fact that the students were entertained in the teaching process increased the success. in addition, since music is an area in which language skills are used, it is considered useful for students’ language development (jahan, 2017). literature review little children are naturally inclined to action, clapping, dancing, and having fun with music. it is stated that this disposition originates from the nature of the child having music and rhythm (winters & griffin, 2014). this means that when a child is singing and tapping out a rhythm, start dancing upon hearing music; it is a product of the child’s inner motivation and his/her desire. thus, it is thought to be useful that this self-motivated activity of the child is combined with language teaching; because language learning shows a dull characteristic, especially for the little aged children. besides that, language teaching only by the use of a single method is often insufficient. within this context carrying out music and language teaching would enable both fields to be more permanently acquired and the process to be more fun. it is known that music and language development have a meaningful relationship. streeter (1976) suggested that newborn infants have common linguistic reactions even though they were born to different geographical regions. chomsky stated that infants are born with an innate linguistic capacity in the later years, and their language development follows similar steps even in different communities. after chomsky, locke vocabulary learning through music tavsanli, kaldirim, & gedikli 55 no. 22 asserted that infants have an innate capacity to distinguish sounds, including musical sounds. many researchers stated that language and music capacities are innate, and they have an inseparable connection (fedorenke, patel, casasanto, winaver, & gibson, 2009; peretz, 2006). from this point of view, language and music are more meaningful in consideration of the human’s biological structure, and it can be concluded that they will support educational studies in this field. it is more important to maintain these two areas interactively, especially in primary school age. because many skills for children of primary school age are very open to development. the primary school period is very critical for the development of students’ language skills too. language skills developed in this period will positively reflect students’ academic success and social relations in the future. thus, it is considered important to use music activities that students have fun to improve their language skills in primary school period (savitri & rahman, 2016). vocabulary learning one of the most important aspects of language learning is vocabulary learning; it starts with birth and continues until the end. in other words, the person’s words throughout his/her life (celis nova, onatra chavarro, & zubieta córdoba, 2017) affect the whole life. however, a person learns much more words during childhood. while the word learning process before formal education is mostly family and environment-centered, it takes a more systematical form with the introduction of the curriculum at the primary school. this aims to increase the number of words required for the learning process and behavioral change. in addition to this, words are crucial for understanding courses, framing correct communication, and actively using socializing skills. many researchers agree that vocabulary learning is one of the most important steps of mother tongue acquisition (fan, 2003; gu, 2003; ma 2009). teaching words have high importance concerning language acquisition. because of this, it is recommended to use different methods and techniques while teaching vocabulary. the first and most classic method is using a dictionary. when students encounter an unknown word in classes, they look it up from their dictionaries and see these words in sentences. then, they use those words in their sentences. another method used in teaching vocabulary is using visual prompts. while teaching a word with visual prompts, a visual prompt containing the meaning of the word is shown to the students, and then the meaning is given to them. thereby, students can visually see the word which they have just learned. the verbal explanation is also a commonly used technique in teaching vocabulary. in this technique, the teacher explains the meaning of the word verbally; and synonyms, vocabulary learning through music tavsanli, kaldirim, & gedikli 56 no. 22 antonyms, and homonyms are found with the students’ interaction. context-based vocabulary teaching is a technique for teaching vocabulary. in this technique, words are given within a context, and the meanings are comprehended by the students (gür, 2014). apart from these techniques mentioned above, another technique used in teaching vocabulary is teaching vocabulary through music. building bridges between music and vocabulary skills it has been found that, since there is a close resemblance between musical and linguistic structures, children singing songs has a fast development in many linguistic skills, especially vocabulary skills (cohen, 2010; montgomery, 2002; piro & ortiz, 2009). this situation reveals that teaching vocabulary through music is useful. montgomery (2002) claimed that music and language are parallel with each other in terms of grammatical structure, phoneme, syntax, and semantics. it is thought that this parallel structure helps accelerate students’ language development when their teaching vocabulary is combined with music. also, it has been proved that singing and music books help improve students’ vocabulary learning (montgomery, 2012). besides, music has a profound effect on memory (de groot, 2006). researchers have reported that music increases memory power more than many other methods. this effect also exists for vocabulary teaching. even though this effect is mainly used in l2 learning (de groot, 2006; engh, 2013; zeromskaite, 2014) it can be considered a factor that explains the better understanding of words for vocabulary teaching in the mother tongue. students who continuously repeat words through music understand the meaning of words and their use in sentences better. this is a good way for them to learn words better. this situation, as a whole, created a curiosity about the effect of combining vocabulary teaching and music on turkish students’ vocabulary learning. however, it is also known that teaching vocabulary through music has some challenges for the teachers. first of all, in teaching vocabulary through music, writing lyrics and composing them to teach unknown words is a hard task that requires mastery; lyrics should both give the meaning of the word and be in line with students’ level. besides that, lyrics must be composed to be sung with the students, which is a time-consuming task. these challenges may be hard to overcome; however, they can be achieved by cooperating with teachers of different disciplines. for example, a class teacher can cooperate with the music teacher to teach vocabulary through music. in this way, the responsibility can be divided, and the process does not take too long for just one teacher; and this also improves teachers’ interdisciplinary skills. vocabulary learning through music tavsanli, kaldirim, & gedikli 57 no. 22 justification of the study when the literature concerns the relationship between music and language is carefully examined, there is a belief that it should be useful to carry out these studies together. however, the challenge of carrying out these studies together arises as a restricting factor. besides, it is stated that studies on music and language acquisition are mostly carried out with individuals who have literacy disadvantages like dyslexia (welch, saunders, hobsbaum, & himonides, 2012). also, few studies on music and vocabulary teaching at the primary school level (ho, 2017). it is seen that studies on this subject are mostly on second language teaching (jahan, 2017, palacios & chapetón, 2014). in this context, studies are needed to examine the effects of teaching vocabulary with music on learning the meaning of the word and ensuring its permanence in terms of revealing how it will be handled systematically. also, the fact that this study has been carried out with have normal intelligence and development level students increases its importance. in this context, in this study, the effect of teaching words with music with the normal intelligence and development level of 2nd-grade students on the learning of the meaning of the word and ensuring the permanence of the word has been examined. method research design in this research, a quasi-experimental design with the experimental and control group was used for collecting, analyzing, and interpret the data. we examined the effect of teaching vocabulary through music with the normal intelligence and development level of 2nd-grade students in turkey on learning the meaning of the word in mother tongue and ensuring the permanence of the word. researchers are to study with predetermined, existing groups rather than artificial ones developed by them in educational studies. the reason for this is it is not possible to create artificial groups within the continuing education process. researchers use existing ready groups since they cannot randomize students to create artificial groups. in those studies, while the experiment and control groups are randomly determined, these groups’ subjects cannot be randomly chosen since it is not possible to create artificial groups during the education process. especially for the studies carried out with students in formal education, appointing students to experiment and control groups would create setbacks for the education process. because of this, pedagogues prefer predetermined, not artificial groups and quasi-experimental designs (creswell, 2012; fraenkel et al., 2011; mertens, 2010). the researcher randomly appointed an experiment and a control group among similar groups with similar properties vocabulary learning through music tavsanli, kaldirim, & gedikli 58 no. 22 according to analysis results. thereby, it is aimed to minimize threats on internal validity brought to the research field by the nature of the quasi-experimental design. in this study, at first quantitative data collected, and the effect of teaching words with music on 2nd-grade students’ learning the meaning of the word and ensuring the word’s permanence has been examined. unusually, it has been examined whether the independent variable (teaching vocabulary through music) affects the dependent variable (2nd-grade students’ learning the meaning of the word and ensuring the permanence of the word). below, the figure of the quasi-experimental design has been shown. table 1. the figure of quasi-experimental design determining groups pretest experimental process post-test permanence test m g1 o1 x o2 o3 g2 o4 o5 o6 note: m: matching g1: experimental group g2: control group x: teaching vocabulary through music studies o1, o4: pre-test scores o2, o4: post-test scores o3, o6: permanence test scores study group during the 2017-2018 education year spring term, the study was carried out with 43 primary school 2nd-grade students in bursa province’s nilüfer district in turkey. since the quasi-experimental design was used in this study, population and sample were not determined; instead, study groups were determined. pre-testing was carried out in determining the experimental and control groups, and the two closest groups were determined for the study. the school where the study was carried out was designated on a volunteer basis. before the study, class teachers of nilüfer district were consulted and informed that a study on the effect of teaching words with music with the normal intelligence and development level of 2nd-grade students on learning the meaning of the word and ensuring the permanence of the word will be carried out. they were also informed about the study process. after that, a school was designated for the study according to these meetings with the teachers. a meeting with the teachers was also arranged at the designated school. following the teachers’ feedback, two teachers who are voluntary and can carry out teaching vocabulary through music according to determining process procedures in their classes were chosen among them. required permissions were taken for the study. vocabulary learning through music tavsanli, kaldirim, & gedikli 59 no. 22 data collection tools in the study, words, whose meanings are unlikely to be known by the students, in contexts, and success test prepared to measure these words’ meanings were used as data collection tools. the questions of the test were prepared as multiple answer questions, true-false questions, and open-ended questions. in the pre-test, post-test, and permanence test, two same texts were used; and 12 questions -6 questions for each wordabout two words, the same words in each text, in those texts were asked (see appendix 1). while preparing the success test, qualifications needed to be fulfilled by the students were examined, and in accordance with these expectations, questions prepared to test the knowledge of the word meaning, the awareness of the contextual usage of the word, correctly using the word in a sentence, knowing synonyms, homonyms, and far-linked words, and using the word in association with the daily life situations. when preparing the questions, the dimensions of remembering, understanding, and implementing the meaning of the word are considered. after preparing the questions, two experts in the field of class teaching and one expert in the field of turkish teaching were asked for their opinions; and the data collection tool was finalized in consideration of their feedback. before the beginning of the study, the data collection tool was applied in a class by a volunteered teacher. at the end of this pilot scheme, the data collection tool was concluded to be applicable in the study. data analysis normality tests were completed to identify the pattern of variables. the scores obtained from the students in the groups were analyzed with an anova test. the difference between pre-test/post-test and permanence results of the experimental group and the difference between pre-test/post-test and permanence results of the control group were analyzed with the bonferroni test. type 1 error was pegged at 5 % level (p< .05). for the discrete and continuous variables in the study, supplementary variables included mean, standard deviation, standard error, median, minimum, maximum, number, and percentage. the instruction procedure in this study, the texts were read, and the meaning of the selected words was asked to the students. later, the meaning of these words was explained, and the students were asked to use the words in sentences. after this stage, sentences create about these words were written in their notebooks. the studies so far have been similar in the vocabulary learning through music tavsanli, kaldirim, & gedikli 60 no. 22 control group. subsequently, the songs prepared about the words were played to the students in the experimental group, and they were sung many times with them. the songs’ meaning was discussed, and an effort was made for the students to memorize the songs. in this process, it was observed that the students also sang outside of the classroom, for example during the breaks and after school. these operations were not performed in the control group. the implementation process after the school’s designation, where the study would be conducted, texts and words to be used in those texts were determined. concerning these words, success tests were prepared following the processes mentioned in the data collection tools section. after that, composing songs, which would reflect the meanings of those words, started. during this process, firstly, lyrics were written with the help of an academician in music teaching. it was our priority for the lyrics both to reflect the meaning and show its contextual usage (see appendix 2). after writing the lyrics, music and rhythm were added, and songs were recorded in a professional studio. then, the songs were shared with the experimental group teacher; and s/he was instructed about how to use them. the teacher was told at which stage of the lesson she would perform these songs. after this process, pre-tests were first done, and later texts were treated with both the experimental and control groups. while in the control group, the teacher taught the words according to the methods and techniques that should be followed in the turkish lesson (primary and secondary school 1-8 grades) education program (ministry of national education [mone], 2015); in the experimental group, the words were taught along with the songs. in this process, a lesson program was prepared for both teachers to reduce the effect caused by the teacher, and they were warned not to go out of the curriculum. finally, for both groups, post-tests were implemented. after the post-tests, we waited for some time, and after five months, permanence tests were conducted on both groups; and the study was concluded. to control the external variables that may affect the research’s dependent variable, it was tried to ensure that all the activities except the program conducted throughout the application were the same. this issue was discussed with teachers and school administration. thus, external factors that may affect the research result were minimized. findings depending on the research’s purpose, statistical analyses were performed on the data obtained from the measurement tools through the spss program, and the vocabulary learning through music tavsanli, kaldirim, & gedikli 61 no. 22 findings obtained are shared below. in this framework, the students’ mean scores in the experimental and control groups from the word success test were compared. descriptive statistics about the vocabulary pre-test and post-test scores of the students in the experimental and control groups are given in table 2. table 2. descriptive statistics of the students in the experimental and control groups word success pre-test and post-test average scores test groups n x standard deviation pre-test control 21 30,80 7,64 experiment 22 29,18 5,32 post-test control 21 33,09 4,49 experiment 22 38,90 5,01 permanence test control 21 33,04 2,85 experiment 22 39,22 3,16 when table 2 is examined, is examined, the experimental group students’ average scores in the vocabulary teaching activities before the experiment were = 29.18; this value was = 38.90 after the instruction process. while the average scores of the control group students before the experiment were = 30.80, it increased to = 33.09 after the courses were carried out within the turkish lesson curriculum framework. when the average of permanence test is analyzed, it is seen that the average of the experimental group increased to = 39.22 and the average of the control group decreased to = 33.04. to determine whether the change between the pre-test, post-test, and permanence test mean scores of the experimental and control groups was statistically significant, an anova test was performed for mixed measurements. more than one t-test can be done to make these comparisons, but as the number of analyzes performed increases, the error margin of t-tests will increase exponentially. for this reason, the anova test was preferred for mixed measurements. the analysis results for this test are given below. one of the prerequisites that must be met to provide reliable results for the anova test for mixed measurements is that the scores of the dependent variable show the normal distribution in each group (büyüköztürk, 2012, p. 79). to determine whether the dependent variable scores show the normal distribution in each group, the skewness coefficient (sc) and kurtosis coefficient (kc) of the data were examined. the data on the skewness and kurtosis coefficients of the students’ pre-test and posttest scores are given in table 3. vocabulary learning through music tavsanli, kaldirim, & gedikli 62 no. 22 table 3. descriptive statistics of the students’ pre-test and post-test average scores groups tests n x standard deviation sc kc control pre-test 21 30,80 1,66 ,367 -,420 post-test 21 33,09 ,98 -,171 -,577 permanence test 21 33,04 ,62 -,067 -1,154 experiment pre-test 22 29,18 1,13 ,834 ,117 post-test 22 38,90 1,06 -,617 -1,154 permanence test 22 39,68 ,44 -,161 -,704 the fact that skewness and kurtosis’s coefficient is close to zero indicates that the distribution is approaching normality. when the distribution is normal, skewness and kurtosis values will be zero (tabachnick & fidell, 2014, p. 113; field, 2018, p. 345). however, george and mallery (2019, p. 114) stated that the coefficient of skewness and kurtosis between 2 and +2 is acceptable in terms of the normality assumption. when table 3 is examined, it is seen that the skewness and kurtosis coefficients of both experimental and control groups are distributed between -2 and +2. based on these values, it can be said that the data obtained from the experimental and control groups show normal distribution. another assumption that the anova test for mixed measurements must be met to provide reliable results is that the variances of the groups are homogeneous in each measurement performed more than once (can, 2013, p. 222). accordingly, the levene test was conducted to determine whether there is a significant difference between the variances of the pre-test, post-test, and permanence test measurements of the experimental and control groups. the results for the levene test are given in table 4. table 4. levene test results on the homogeneity of variances of word success pretest, post-test and permanence measurements tests f sd1 sd2 p pre-test 3,719 1 41 ,061 post-test ,337 1 41 ,565 permanence test 2,496 1 41 ,122 when the levene test results given in table 4 are examined, it is seen that there is no difference between the variances of the pre-test, post-test, and permanence test measurements of the experimental and control groups [fpre-test(1-41)= 3.719; fpost-test(1-41)= 0.337; fpermanence(1-41)= 2.496; p> .05]. vocabulary learning through music tavsanli, kaldirim, & gedikli 63 no. 22 the anova test’s final requirement for mixed measurements to provide reliable results is the assumption of sphericity and no significant difference between the covariances of the groups for binary combinations of measurement groups. the situation was checked with the mauchly sphericity test and box’s test of equality of covariance matrices test. the results for mauchly sphericity test are given in table 5, and the box’s test of equality of covariance matrices test are shown in table 6. table 5. word success pre-test, post-test and permanence measurements sphericity test results measurement mauchly w x2 sd p greenhouse geisser correction huynh-feldt correction word success test ,598 20,556 2 ,000 ,713 ,750 according to the mauchly sphericity test results given in table 5, when the values obtained for the repeated measurements taken from the word success test are examined, it is seen that the sphericity assumption cannot be achieved (w(2)= .598, p< .05). for this reason, while analyzing the group’s effect regarding the scores obtained from this test, greenhouse-geisser correction was made, and the values calculated by spss were used. table 6. box’s m test results regarding equality of covariance matrix box’s m 9,923 f 1,522 df1 6 df2 12102,089 p ,166 according to the analysis results in table 6, it can be said that there is no significant difference between the covariances of the experimental and control groups [f(6-12102,089)= 9.923; p> .05]. all these findings show that all of the prerequisites required to provide reliable results for the anova test for mixed measurements are met. accordingly, anova analysis was conducted for mixed measurements regarding whether the difference between the mean and pre-test, post-test, and permanence test mean scores of the experimental and control groups were statistically significant. the results are presented in table 7. vocabulary learning through music tavsanli, kaldirim, & gedikli 64 no. 22 table 7. anova results regarding the vocabulary success pre-test, post-test and permanence test scores of the students in the experimental and control groups source of variance sum of squares df mean square f p between-subjects 1713,581 42 group (individual/group) 419,309 1 419,309 13,283 ,001 error 1294,272 41 31,568 within-subjects 1551,569 61,3749 measure 1099,835 1,427 770,895 27,237 ,000 (pre-test/post-test/permanence test) 445,199 1,427 312,049 11,025 ,000 group*measure 1655,592 58,495 28,303 error 3265,15 103,349 the results of the anova analysis in table 7 show that the group effect of the students in the experimental and control groups on the mean scores of the word success pre-test, post-test and permanence test is significant [f(1-41)= 13.283; p< .05]. based on this finding, it can be said that there is a significant difference between the averages of the experimental and control groups’ word success test without making a distinction in the form of pre-test, post-test, and permanence test measurements. as a result of the anova analysis, it was found that the difference between the mean scores obtained from the pre-test, post-test, and permanence test measurements conduct in the study within the scope of the research was statistically significant [f(1,42758,495)= 27.237; p< .05]. this finding shows that when no group distinction is made, the students’ word success varies depending on the experimental process. also, as a result of the examination of the common effect (group * measurement effect) that is important for the research within the scope of this analysis, the vocabulary success of all students participating in the semi-experimental research differed statistically significantly from before the experimental process to the post-experimental process, that is, the factors of repetitive measurements were read by being different process groups. common effects on comprehension success were found to be significant [f(1,427-58,495)= 11.025; p< .05]. according to these findings obtained from anova analysis, the bonferroni test, which is one of the post-hoc binary comparison tests, was carried out to determine between which groups the difference was significant depending on the measurements between the groups. the bonferroni test is a type of multiple comparison test used in statistical analysis. this test should be used when performing multiple comparative hypothesis tests. the results for the bonferroni test are given in table 8. table 8. bonferroni test results regarding vocabulary success pre-test, post-test, and retention test scores of the experimental and control groups vocabulary learning through music tavsanli, kaldirim, & gedikli 65 no. 22 experiment control pre-test (j) post-test (j) permanence test (j) pre-test (j) post-test (j) permanence test (j) experiment pre-test (i) ---9,727* -10,500* -1,628 -3,913 -3,866 post-test (i) 9,727* ---,773 8,100* 5,814* 5,861* permanence test (i) 10,500 * ,773 --8,872* 6,587* 6,634* control pre-test (i) 1,628 -8,100* -8,872* ---2,286 -2,238 post-test (i) 3,913 5,814* -6,587* 2,286 --0,048 permanence test (i) 3,866 -5,861 * -6,634* 2,238 -0,048 --when the bonferroni comparison results in table 8 are analyzed, it is seen that there is no significant difference between the pre-test mean scores of the experiment (= 29.18) and control group (= 30.80) students. based on this result, it can be said that the groups included in the research are equal in terms of word success before the experimental study. after performing the experimental procedures, it is understood that the difference between the experimental (= 38.90) and the control group (= 33.09) post-test mean scores is statistically significant. the same is true for the permanence test results. when the results were examined, it was found that there was a significant difference between the mean scores of the permanence test of the experiment (= 39.68) and control group (= 33.04) students. the findings obtained as a result of the analysis are also shown in the graph of change. the change graph for the anova test for mixed measurements is given in figure 1. figure 1. the word success average line chart of students in the experimental and control groups vocabulary learning through music tavsanli, kaldirim, & gedikli 66 no. 22 when figure 1 is analyzed, it can be seen that the mean scores of students in the experimental and control groups increased in the semi-experimental application process. after 120 days of semi-experimental practice, the students’ word success score increased in the experimental group, but the control group’s average score decreased. conclusion, discussion, and suggestions since it is stated that studies literature on music and language acquisition is mostly carried out with individuals who have literacy disadvantage (like dyslexia); in this study, the effect of teaching words with music has the normal intelligence and development level students that is, does not need special education on the learning of the meaning of the word and ensuring the permanence of the word has been examined. according to the study results, it is concluded that the teaching of vocabulary with music, both the meaning of the word and providing the permanence of learning, was found to be useful. tripney (2010), with the meta-analysis study that he carried out, emphasized the link between music and learning; and investigated how teaching music affects other fields of learning. within this research scope, twenty-four studies have been examined; and music-related teaching has been seen to be useful for audio awareness, vocabulary knowledge, and word fluency. dockrell, stuart, and king (2000) made audio-book reading sessions with the program they prepared for the students. at the end of the study, they concluded that it had a meaningful difference in vocabulary knowledge and understanding what they read. in their study with 46 students between the ages of six and nine, corrigal and trainor (2011) stated a relationship between understanding what the students read and the length of their music education. and, also, gromko (2005), register et al. (2007), and piro and ortis (2009) stated that music education affects understanding what one reads. stanley and hughes (1997) also revealed that music impacts students’ writing skills. when all these studies are considered, it can be concluded that music can be useful for skills related to different dimensions of native language education. it is noticeable that some reasons for the improvement are stressed when we analyze the results of studies on the effect of music on language learning. first of all, teaching with music has many advantages; and the improvement seen on the students can be transferred to other fields and helps students’ language skills be improved one of the most remarked advantages. devlin and seidel (2009) stated that the music education systematically given to the students might help students to develop many skills that they can use at many different levels throughout their lives. these skills include creativity, connections between different situations, esthetical awareness, and self-expressiveness (mcintre, 2007). vocabulary learning through music tavsanli, kaldirim, & gedikli 67 no. 22 one of the reasons why teaching music helps improving language skills, especially vocabulary learning, is that the vocalization of symbols while reading resembles the process of vocalization in music. for example, the process of reading notes and vocalizing them while playing a musical instrument or singing resembles following and understanding symbols while reading (hamsen & bernstore. 2002). similarly, both reading notes in music and vocalizing letters while the normal reading process goes from left to right. this factor is thought to be the leading, supporting factor why music is useful for many skills like vocabulary learning and reading (lloyd, 1978). morrow (1996) defended the idea that music can be very useful for vocabulary teaching. morrow especially stressed the affective aspects of music on children and claimed that enjoyable songs might help students learn the meaning of words. woodall and ziembroski (2004) stressed that words learned while listening to songs could be a resourceful vocabulary learning unit. when this study is evaluated and other studies in the literature, it can be concluded that music is useful in developing a lot of skills besides understanding what has been read and vocabulary learning. however, as we mentioned in the introduction, the scarcity of studies conducted with normal students is highly remarkable. so, studies conducted with students of normal intelligence and development levels on the effects of music on language skills are needed more. besides, in this study, the effect of music on learning the meaning of the word and ensuring the permanence of the word has been examined. yet, it is suggested for other studies to be conducted on the possible effects of teaching words with music with the normal intelligence and development level of students on the learning of the meaning of the word and ensuring the permanence of the word to be examined. besides, the studies are recommended to be emphasizing students’ affective aspects and what they experienced during the process. in this respect, it is thought to be important that, after the students are taught music, the qualitative analysis should be done about what they experienced and how they felt. according to the studies conducted, it is thought to be useful to combine music with other teaching fields instead of being a separate lesson. within this context, it shouldn’t be forgotten that academicians, politicians, and pedagogues, who arrange education programs, have a big responsibility to integrate music and art activities with other classes. limitations of the study it is also known that teaching vocabulary with music has difficulties for teachers. first of all, writing and composing lyrics for words with unknown meaning in word teaching with music is a difficult task that requires expertise. because it requires both written lyrics to give the meaning of the word, and these words should be prepared according to students’ age levels. apart from this, it takes time to compose the written song and make it readable with students. even such compelling reasons can make this technique difficult to use, but it can be achieved through cooperation and teachers’ vocabulary learning through music tavsanli, kaldirim, & gedikli 68 no. 22 help working in different disciplines. for example, a classroom teacher can practice the word teaching technique with music and the school’s music teacher. in this way, both the tasks are shared, and the responsibility is shared among the teachers, and the process is not too long for a teacher, and the teachers’ interdisciplinary working skills develop. apart from this, the sample size is small for this research, which is considered a limitation. for this reason, it is recommended to work with a larger sample size in future studies. vocabulary learning through music tavsanli, kaldirim, & gedikli 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(2014). the potential role of music in second language learning: a review article. journal of european psychology students, 5(3), 78-88. vocabulary learning through music tavsanli, kaldirim, & gedikli 73 no. 22 authors *ömer faruk tavşanlı is an assistant professor in the faculty of education at istanbul aydin university in turkey. he completed his phd in elementary education at bursa uludag university in turkey. his research interests include literacy, primary reading and writing, and turkish language education. orcid: https://orcid.org/0000-0003-1366-1679 abdullah kaldırım is dr. in the faculty of education at kutahya dumlupinar university in turkey. he completed her phd in department of turkish education at gazi university in turkey. his research interests include literacy, turkish language education, and statistics in education. orcid: https://orcid.org/0000-0003-0582-4159 tayyar erdem gedikli is an instructor in the faculty of education at bursa uludağ university in turkey. his research interests include music education, children songs and teacher training. he composed hundreds of children songs. orcid: https://orcid.org/0000-0002-9582-5384 how to reference this article: tavsanli, o. f., kaldirim, a., & gedikli, t. e. (2021). enhancing permanence on vocabulary learning in 2nd grade students’ through music. gist – education and learning research journal, 22(1), 51-73. https://doi.org/10.26817/16925777.843 vocabulary learning through music tavsanli, kaldirim, & gedikli 149 constructing sociocultural awareness from the efl classroom1 construyendo conciencia sociocultural desde la clase de inglés como lengua extranjera nancy yolanda bautista pérez2* universidad cooperativa de colombia, colombia abstract this article reports an action research project carried out with a group of 24 undergraduate students in a private university in ibagué, colombia. the study aimed to characterize the development of university students’ sociocultural skills, to analyze their perceptions and to examine the teacher’s procedures and possible implications required to implement the raising cultural consciousness macrostrategy taken from the postmethod pedagogy. to reach these objectives a series of interconnected tasks were designed and implemented in three different stages. to collect the data, five data collection methods were used: the students’ artifacts, teacher’s field notes, questionnaires, video recordings and a focus group. the findings revealed that these university students became gradually aware of the importance of having the opportunity to develop tasks that allowed them to connect the english classroom with the local and global context. furthermore, students suggested that this type of pedagogy should be an explicit component of the curricula of their professional programs. a review of the literature also showed that in our local context this kind of sociocultural study with a postmethod orientation is scarce, thus this study intends to bridge this gap in the colombian elt field. key words: postmethod pedagogy, macrostrategy, sociocultural skills, local and global context. 1 received: july 10th 2017/ accepted: december 11th 2017 2 nancy.bautista@campusucc.edu.co corrective feedback during classroom interactions gist education and learning research journal. issn 1692-5777. no.15. (july december) 2017. pp. 149-172. no. 15 (july december, 2017) no. 15 (july december, 2017) 150 resumen este artículo reporta un proyecto de investigación acción realizado con un grupo de 24 estudiantes de pregrado en una universidad privada colombiana en la ciudad de ibagué. los objetivos del estudio fueron caracterizar el desarrollo gradual de las competencias socioculturales, analizar las percepciones de los estudiantes universitarios, examinar los procedimientos del profesor y las posibles implicaciones requeridas para implementar la macro-estrategia incrementando la conciencia cultural seleccionada de la pedagogía del posmétodo. para alcanzar estos objetivos, fue necesario diseñar una serie de tareas que se implementaron en tres ciclos. los instrumentos que se utilizaron para recolectar la información fueron los materiales hechos por los estudiantes, las notas del profesor, cuestionarios, videos y un grupo focal. los resultados revelaron que los estudiantes universitarios comenzaron gradualmente a ser conscientes de la importancia de tener la oportunidad de desarrollar actividades que les permitieron conectar su clase de inglés con el contexto local y global, también sugirieron que esta pedagogía debería ser parte de sus currículos en sus diferentes programas de formación profesional. además, se evidenció que en el contexto local este tipo de estudios con la orientación de la pedagogía del posmétodo son escasos, por lo que este estudio intenta contribuir a llenar este vacío en el campo de la enseñanza del inglés en colombia. palabras claves: pedagogía posmétodo, macro-estrategia, conciencia sociocultural, contexto local y global. resumo este artigo reporta um projeto de pesquisa-ação realizado com um grupo de 24 estudantes de curso de graduação numa universidade colombiana na cidade de ibagué. os objetivos do estudo foram caracterizar o desenvolvimento gradual das competências socioculturais, analisar as percepções dos alunos universitários, examinar os procedimentos do professor e as possíveis implicações requeridas para implementar a macro-estratégia incrementando a consciência cultural; a qual foi selecionada da pedagogia do posmétodo. para alcançar estes objetivos, foi necessário desenhar uma serie de tarefas “tasks” que foram implementadas em três ciclos. os instrumentos utilizados para recolher os dados foram: os materiais feitos pelos estudantes, notas de campo do professor, questionários, vídeos e um grupo focal. os resultados revelaram que os estudantes universitários começaram gradualmente a ser conscientes da importância de ter a oportunidade de fazer atividades e conectar sua classe de inglês com o contexto local e global, eles também sugeriram que esta pedagogia deveria ser parte de seus currículos nos diferentes programas de graduação. além disso, se evidenciou que no contexto local este tipo de estudos com orientação da pedagogia do posmétodo é escasso; por isso, este estudo intenta contribuir a encher esse vazio no campo do ensino de inglês na colômbia. palavras chaves: pedagogia posmétodo, macroestratégia, consciência sociocultural, contexto local e global. socio-cultural awareness in efl bautista no. 15 (july december, 2017) no. 15 (july december, 2017) 151 introduction good communication skills in english is one of the demands in this globalized world of permanent evolution and changes that have affected our thoughts, beliefs, behavior and interests. consequently, the way we teach and learn, as it has been said by many researchers and scholars. these trends and changes imply the development of new pedagogies and approaches in the efl classroom to give students the opportunity to develop their linguistic skills and sociocultural competence to better prepare them for life. as a result, from this huge demand in teaching and learning english, methods and approaches with a sociocultural orientation have evolved and emerged in an attempt to meet the fact that learners’ needs and interests have changed too. in this regard, johnson (2009) emphasizes that today it is important to reflect about who teaches english, who learns english and why. also to know about the sociopolitical and socioeconomic contexts in which english is taught. in response to these challenges and responsibilities for school, university and teachers regarding the english learning process, an action research project was undertaken during the second academic semester in 2016, at a private university in ibagué, with a group of 24 students from different undergraduate programs. the study aimed to characterize the development of students’ sociocultural skills, to analyze their perceptions and to examine the teacher’s procedures and possible implications. to achieve these goals, the raising cultural consciousness macrostrategy and its guiding principles were implemented in the english classroom. this macrostrategy was taken from the postmethod pedagogy framework, which is considered by many scholars such as stern (1992), allwright (1984), giroux (1988), johnson (2009), and byram (2002), a sustainable approach to language teaching around the world due to its sensitivity to local particularities and the involvement of critical awareness of local conditions and needs. furthermore, some local researchers as, fandiño (2014), aldemar & bonilla (2009) and ramos (2013) have manifested that this is a suitable pedagogy for latin america. the outcomes of the study evidenced that by gradually empowering students to go beyond the walls of the classroom, they were able to expand their global and local knowledge. foucault (1984) suggests that being able to read the community critically is part of the learning process; it means questioning reality, raising awareness, transforming self and rewriting the world. socio-cultural awareness in efl bautista no. 15 (july december, 2017) no. 15 (july december, 2017) 152 in this paper, i present a discussion and description of the theoretical constructs that supported the study, the implemented methodology, the results and, finally the conclusions and pedagogical implications. literature review understanding the postmethod pedagogy the main construct of this project is the postmethod pedagogy. this pedagogy emerged as an answer to the teachers and teacher educators’ voices of dissatisfaction with prescriptive methods of teaching and as part of the elt evolution and the new challenges the new millennium has brought. these changes have gradually evolved over the years thanks to the critical thinkers that have questioned not only the pedagogical limitations but the insidious, sociocultural and political agenda that have permeated our educational system. macedo (1994) called for an “anti-methods pedagogy” he said that any pedagogy should include a critical understanding of the sociocultural context that guides teachers’ practices (p.8). kumaravadivelu (2003) defines the postmethod pedagogy as “a search for an alternative to method rather than an alternative method” (p. 32). he considers that alternative methods are primarily products of top-down processes and alternatives to method are mainly products of bottom-up processes. in other words, teaching practices and policies should emerge from the daily-classroom activities. he assures that the postmethod condition empowers practitioners to construct personal theories of practice that gives teachers autonomy. following these ideas, kumaravadivelu and other scholars recognize that “the nature of any language pedagogy should be sociallyrealistic and contextually-sensitive” (kumaravadivelu, 2003, p.32). grasping the pedagogic wheel and the macrostrategies the postmethod pedagogy proposed by kumaravadivelu can be visualized as three-dimensional system or framework consisting of three pedagogic parameters: particularity, practicality, and possibility. he designed the pedagogic wheel to show how the three parameters interweave and interact with each other and the systematic relationship among the ten macrostrategies. as illustrated in the pedagogic wheel. (kumaravadivelu, 2003, p.41): socio-cultural awareness in efl bautista no. 15 (july december, 2017) no. 15 (july december, 2017) 153 “these three parameters are based on social, cultural, economic and political dimensions that have permeated the process of language teaching; at the same time those parameters are complemented by ten macrostrategies or classroom principles” (kumaravadivelu, 2003, p.41). this framework encompasses the most relevant elements that surround people’s life; for this reason, teachers are required to be aware of the students’ sociocultural background as well as their linguistics needs. kumaravadivelu states that it is the teacher’s discretion to implement one, two, or whatever macrostrategy as needed, or experience teachers can even create their own ones. i explored all of them to seek which one was the most appropriate to develop my project, and i selected the raising cultural consciousness macrostrategy, which appeared to be the most suitable according to the needs analysis and the students’ characteristics. the raising cultural consciousness macrostrategy as it is well known, teaching culture has been an integral part of language class and it is viewed as a cognitive component. the postmethod pedagogy, proposes that the cultural dimension as “an obligation we, language teachers, have to our students” (kumaravadivelu, 2003, p. 284). in this sense, stern (1992) points out that teaching culture should include three components: the cognitive, affective and behavioral to help students to gain an understanding of the native speakers, their cultural values, attitude and diversity. this macrostrategy also indicates that the global cultural consciousness is a requisite in the english language teaching and learning process. kumaravadivelu (2003) asserts that nowadays teacher should not be considered as the sole cultural informant; teachers need to treat learners as cultural informants as well. teachers can encourage learners to be engaged in a process of participation by identifying the cultural knowledge learners bring to the classroom and share their own individual perspectives with the teacher as well as with other learners; such a multicultural approach can dispel stereotypes that create and sustain cross-cultural misunderstandings and miscommunications, as it was evidenced in this study. socio-cultural awareness in efl bautista no. 15 (july december, 2017) no. 15 (july december, 2017) 154 addressing culture in the efl classroom brown (2007) argues that culture is an integral part of the interaction between language and thought. it means that culture involves a series of cultural patterns and customs that shape the way we think and understand the world around us. williams (1976) defines culture as one of the two or three most complicated words in the english language because it “brings to mind different images to different people…such as the mental habits, personal prejudices, moral values, social customs, artistic achievements, and aesthetic preferences of particular societies” (p.87). additionally, kramsch (2013) describes culture as the meaning that members of a social group give to the discursive practices they share in a given space and time and over the historical life of the group. “she states that language learners learn who they are through encounters with the other. they cannot understand the other if they don’t understand the historical and subjective experiences that have made them who they are” (p. 61). in this regard, the term third place is seen as a place of contact or encounter between speakers from two different countries. learners occupy a position where they see themselves both from the inside and from the outside; and that is what she has called a “third place” of symbolic competence that regards to language-in-context for the making of meaning. kramsch (2005) uses the term “thirdness” as a way of seeing the relation of language, thought and culture. the above concepts and thoughts helped me to create encounters in and outside the classroom, where students had the opportunity to reflect about them and the other, and were able to expand and to understand the concept of culture as it is evidenced in the outcomes of the project. on account of these kind of sociocultural encounters with the other the intercultural competence merged as it will be explained in the next section. tackle the intercultural competence in the english classroom the term ‘intercultural’ emerged in the eighties in the fields of intercultural education and intercultural communication. both are part of an effort to increase dialogue and cooperation among members of different national cultures within a common european union or within a global economy (jackson, 2012; kramsch, 2001). byram (2000) visualizes intercultural competence as the ability ‘to see relationships between different cultures – both internal and external to a society – and to mediate, that is interpret each in terms of socio-cultural awareness in efl bautista no. 15 (july december, 2017) no. 15 (july december, 2017) 155 the other, either for themselves or for other people’. it also encompasses the ability ‘to critically or analytically understand that one’s own and other cultures’ perspective is culturally determined rather than natural.’ (p.10). he states that globalization has put individuals in contact with one another at an unprecedented scale. it has brought forth a general challenge to traditionally recognized boundaries of nation, language, race, gender, and class. for this reason, byram (2000) and others like kramsch (2011) consider that teachers should promote the intercultural skill in the classroom. sociocultural perspective another important construct of the study was the sociocultural perspective that views human learning as a dynamic social activity that is situated in physical and social contexts and it is distributed across persons, tools, and activities (vygotsky, 1978). according to johnson (2009), a sociocultural perspective assumes that human cognition is formed through engagement in social activities. this perspective refers to the social relationships and the culturally constructed materials, signs, and symbols that mediate those relationships that create uniquely human forms of higher-level thinking and as a consequence of it. this means, that learning takes place in interactive processes mediated by culture, context, language, and social interaction. community-based pedagogy community-based pedagogy is a perspective inspired on the work of educators such as freire (1988) and, more recently, murrell (2001). freire insisted that curriculum be locally generated and generative and that learners and their worlds be invited into the project and process of education. a community-based pedagogy curriculum reflects a close link between the community and school. furthermore, murrell (2001) observes that this pedagogy is informed by sociocultural approaches and that teachers are called to research the knowledge of the cultures represented by children, families and communities. thus, i based my study on this approach because one of the aims was to encourage students to inquire about their surroundings; such as their neighborhoods, inside and outside the university, etc. in order to connect the efl classroom to the local context and to expand their awareness, experiences and very likely to take action on what they found needed or feasible. socio-cultural awareness in efl bautista no. 15 (july december, 2017) no. 15 (july december, 2017) 156 teacher’s decision-making: moving from theory to practice as part of the advent of new approaches and pedagogies, the teacher’s role in the efl classroom has also changed and evolved. zeichner & liston (1996) suggest that the notion of the teacher as a selfreflective, inquiring, and critically motivated practitioner is required today. allwright & bailey (1991) have stated that this tendency is accelerating interest in research in elt environments. however, it is important to consider that every teacher has her/ his personal theory of teaching and learning, which kelly (1955) calls personal constructs. “teachers make decisions to act on the basis of his/her sense and understanding; in order for teachers to transform the personal constructs, they need to adapt them to reach a common understanding together with others” (williams & burden, 1997, p. 28). furthermore, freeman (1998) called such a reflective thinking inquiryoriented teacher research. he defines as “a state of being engaged in what is going on in the classroom that drives one to better understand what is happening—and can happen—there” (p.14). in the following figure, i summarize the process and the challenges i had to tackle as a teacher researcher in order to connect the theory and practice and to accomplish the aims of the project. the figure 1. includes the theoretical framework and the six main dimensions that i explored in order to design the curricular units for each cycle in order to get students sociocultural aware. figure 1. teacher’s decision making socio-cultural awareness in efl bautista no. 15 (july december, 2017) no. 15 (july december, 2017) 157 background the postmethod pedagogy is considered a sustainable approach to language teaching around the world including latin america, mainly, because it is sensitive to local particularities and involves a critical awareness of local conditions and needs. however, after searching for similar studies; i realized that most of them are focused on discussions, analysis of theory and the way of teaching english and culture in the efl classroom influenced by the postmethod pedagogy. nonetheless, i selected two practice-oriented studies that have been carried out in latin america: the first one was reported in argentina by porto & byram (2015) that aimed to combine the language teaching and education for citizenship; she called her study intercultural citizenship. this project is part of a network of projects coordinated by michael byram. findings revealed that porto’s project is scarce in latin america and her study intends to fill an empirical gap; thus, it has given me some elements to refine my study, which is also a contribution to bridge the existence gap in the sociocultural studies in colombia with a postmethod pedagogy orientation. the second study was held in colombia by fandiño (2014), whose work has been influenced by the postmethod pedagogy and the sociocultural approaches. he proposes five strategies to facilitate a better understanding and implementation of culture in the colombian efl classroom to help teachers to understand and become aware of the social conditions. this study enhanced my view of teacher’s agency, freedom and autonomy, which led me to design activities to foster students’ awareness with respect to culture in our local context. methodology research design this project was based on action research methodology, which is defined as a process that is characterized as a spiral or cycle of movements between action and research. it suits the specificity and particularities of every teaching context and situation through permanent and systematic actions of reflection, observation, planning, action and evaluation (johnson & christensen 2004; burns, 2005; kemmis & mctaggart, 1988). based on this methodological design, the project aimed to answer the research questions: socio-cultural awareness in efl bautista no. 15 (july december, 2017) no. 15 (july december, 2017) 158 main question: what does the implementation of the raising cultural consciousness macrostrategy, taken from the postmethod pedagogy, show with respect to the development of a group of university students’ sociocultural skills in their english learning process? subquestions: 1. what do university students’ perceptions reveal regarding the implementation of the raising cultural consciousness macrostrategy? 2. what characterizes the teacher’s decision making when implementing the raising cultural consciousness macrostrategy in the english classroom? context and participants the study was conducted at a private university in ibagué, during the second academic semester in 2016. the participants were 24 students from different undergraduate programs who attended english classes every monday from 10:00 a.m. to 1:00 p.m. for 16 weeks. the students’ ages ranged between 18 to 24 years old. they were in the third level of english, which is a requirement to graduate. each english level is characterized by a predetermined set of language competencies students are expected to achieve according to the curriculum. instructional design the instructional design involves all the process and the interconnected activities that were implemented in each of the three stages of the study. figure 2 summarizes all the process, the implementations done and the instruments used in each stage. each cycle was divided in alignment with the three academic periods. in the first cycle students started to raise their sociocultural awareness, in the second cycle students continued expanding their sociocultural awareness, and in the third cycle, they were able to take action about sociocultural issues that affect their community. socio-cultural awareness in efl bautista no. 15 (july december, 2017) no. 15 (july december, 2017) 159 figure 2. action research process data collection instruments to collect the data, five data collection methods were used: the students’ artifacts, teacher’s field notes, questionnaires, video recordings and a focus group. all the data gathered through these instruments helped me to analyze and triangulate the information to find out to what extend the research questions were answered. the students’ artifacts were collected and analyzed in each cycle of the process. they reflected the students’ sociocultural awareness development during the whole process. then, questionnaires in spanish were applied at the end of each cycle. this instrument was very valuable to know the students’ opinions and impressions about the different tasks done in class. the teacher’s field notes were taken during each class to analyze reactions, interactions or behaviors during or after the implementation of the different activities. in addition, most of the activities were recorded, which was very useful because it let me go back as many times as i needed to analyze the students’ opinions or to discover new insights of the project. finally, a focus group was held to give students the opportunity to discuss and give their opinions freely about the different activities and strategies socio-cultural awareness in efl bautista no. 15 (july december, 2017) no. 15 (july december, 2017) 160 implemented by the teacher during the whole process, and to reconfirm previous data collected with other instruments. data analysis and interpretation according to burns (1999), the reflexive nature of action research means that analysis occurs over the entire investigation; she adapted a framework from mckernan (1996) to shape the overall processes of analysis. burns says that throughout a process of constant checks that lead the analysis and triangulation, the data provide the evidence for the research insights or outcomes. thus, the data analysis and interpretation of this study was based on the grounded theory that allows concepts and categories emerge from the data and produces knowledge as stated by glaser & strauss (1999). table 1 illustrates the four categories and the subcategories that merged from the data in order to answer the research questions. figure 3. categories and sub-categories regarding the research question students grasping the postmethod pedagogy to answer the main question, since the very beginning, students were initialized in a process of raising their sociocultural awareness, then they continued expanding their sociocultural awareness and in socio-cultural awareness in efl bautista no. 15 (july december, 2017) no. 15 (july december, 2017) 161 the last stage, they were able to take actions about sociocultural issues. according to kumaravadivelu (2003), students should be aware of the complex connection between language use and cultural identity to sensitize themselves to better understand and value the cultural richness that surrounds their lives. for this reason, one of the first activities aimed to recognize the students’ understanding of global culture. they started to analyze the status of english in this global world and the relation with their lives as citizens and future professionals in order to develop an awareness of empathy regarding the english language. these excerpts confirm that this group of students already possessed a sociocultural background and knowledge about the world and it was easier for them to become familiar with the postmethod thoughts. “most of the students considered that by learning english they can have better job opportunities and can have access to international business. others thought about the possibility to travel abroad to study”. (field notes, august 15, 2016) “these group of students recognized that globalization affect our lives in many ways, such as the language the world speaks, the way we communicate, dress, and so on”. (field notes, august 15, 2016) students getting familiar with the postmethod parameters and macrostrategies let me recall that the selected macrostrategy for the purpose of this study was the raising cultural consciousness macrostrategy. to implement this macrostrategy, i designed some microstrategies that i called activities or tasks to develop their sociocultural skills and give them the opportunity to create knowledge. therefore, in the second stage of this study, i designed a microstrategy based on a comedy movie called spanglish. it contains a lot of nonverbal communication and relevant cultural and cross-cultural information. after analyzing the students’ opinions about this activity, it was found that students enhanced their understanding of culture and identified other aspects of culture such as language, cultural barriers and stereotypes. they stated that the movie helped them to understand the difficulties and problems an immigrant has to face when travels to another country to pursue a dream and commented that some of them knew a person that has experienced the situation of being illegal in another country. students recommend the movie as a way to expand socio-cultural awareness in efl bautista no. 15 (july december, 2017) no. 15 (july december, 2017) 162 their intercultural competence and recognized how important is to speak english in a foreign country. the following excerpts were taken from a video recording after the film activity: s1. “esta actividad nos ayudó a practicar, pronunciar y mejorar el inglés y aprender sobre diferentes culturas”. s3.“recomiendo la película pues permite tener una visión más amplia de la cultura de otros países y reconocer la importancia de hablar bien inglés”. s4:“me ayudó a tener una visión más amplia de mi cultura y de la cultura de otros países”. students constructing sociocultural awareness social awareness involves both the will and the skill to interact with others, involving motivation, attitude, self-confidence, empathy and the ability to handle social situations (byram 2002). this category shows how students became conscious and expanded their knowledge about the difficulties their communities have and even took part in possible solutions. when students presented their final papers and oral presentations regarding local and global issues, data showed that they have expanded their social and cultural awareness, were ready to explore global and local issues, and were able to take action about problems related to their communities, such as the university, neighborhood and the city. the following five questions, students attempted to answer in their final tasks, is an example of it: 1. we are concerned about how to develop awareness in the university directors about the drug addiction? 2. what can be our contribution to reduce the amount of garbage in the streets of ibague? 3. how to improve security in ibague city, especially near the cooperativa university? 4. this group of students was concerned about the corruption that has been affected our country and especially this city, which is considered one of the biggest sicknesses of this century. 5. what can we do to reduce domestic violence in the city of ibague? socio-cultural awareness in efl bautista no. 15 (july december, 2017) no. 15 (july december, 2017) 163 students understanding and expanding the concept of culture students understood and expanded the concept of culture during the development of different cultural oriented tasks. the tasks involved observation and reflection about other’s cultures thus students had the opportunity to cross the borders from their local to the global culture with computer and technology to gained intercultural competence. my cultural heritage, a posters session, was one of the activities that helped students to expand their understanding about culture. the first step of this activity comprised that students worked in small groups and drew mind maps to express their understanding of culture. this task involved observation and reflection about other’s cultures and the faceto-face interaction with the native assistant who is part of the english language program. students developing the intercultural competence according to stewart (2007), the intercultural competence is the continuous evolution and transformation of the society as a result of science, technology and globalization, that force intercultural objectives to evolve and reflect to be able to respond to the needs of modern citizens and communities. this appreciation, confirms that today’s students are modern citizens whose learning habits are permeated by the facts already mentioned. for this reason, i also included technology in the classroom. a good example on how these students expanded their intercultural skills was when they watched the movie spanglish and in the post-viewing stage, they drew some mind maps and made a contrast between three cultures; colombian, mexican and american. the mind maps showed that language is the main barrier to get a good job in a country like the united states. they found that colombian and mexican cultures are more traditional than americans’ culture. also, that mexico and colombian have faced similar social problems such as the violence, trafficking and corruption. even though the movie spanglish is a funny comedy, students addressed critical opinions to social and cultural differences: s1:“recordaré la película como una actividad diferente y al contrastar las culturas me llama la atención como cada país ve al otro, dependiendo del status de éste”. (questionnaire, october 10, 2016) s2. “recomiendo la actividad de la película porque nos ayudó a ser capaces de ser más conscientes de las diferencias con otras culturas” (focus group, november 14, 2016) socio-cultural awareness in efl bautista no. 15 (july december, 2017) no. 15 (july december, 2017) 164 s3.”mexico and colombia, pensé que no debían ser muchas las diferencias, pero cuando comencé a investigar habían diferencias culturales, en la forma de hablar el español. (field notes, october 10, 2016) s4.”así estén cerca hay muchas diferencias entre méxico y los estados unidos, por ejemplo en la película las dificultades que tiene que afrontar la mujer son por no conocer la cultura y no hablar el idioma. (field notes, october 10, 2016) students developing critical thinking the students were immersed in a series of activities that were sociocultural and political oriented as suggested by halpern (1996) who asserts that “a forward –looking education must be built on the twin foundations of knowing how to learn and knowing how to think clearly about the proliferating information with which we all have to contend” (p.4). the decisions teachers make in the classroom will affect not only the class, but also generations that come; our students. therefore, in the third cycle of this study, i took advantage of a crucial moment our country was facing up, the peace process in colombia, which has been a controversial topic of discussion during the last years. the first thing i did was to elicit information from the students to see how much they knew about it. since most of them were not well informed about this process, i asked them to be followers of this process during two weeks, just before the plebiscite, and to be ready to participate in a round table session. during the round table students discussed about this topic that requires they move to a higherlevel of thinking. the following excerpts correspond to some teacher’s field notes and some opinions students wrote in spanish to answer a questionnaire: s1. “yo si estoy más enterado del proceso de paz” (field notes, october 16, 2016) s2. “es muy difícil decirlo en inglés, porque en español para mí no es tan fácil, pero se aprende mucho” (questionnaire, october 24, 2016). s3. “aparte de aprender sobre este proceso de paz, aprendí mucho vocabulario nuevo en inglés y soy más conciente de la importancia de votar”. (questionnaire, october 24, 2016) socio-cultural awareness in efl bautista no. 15 (july december, 2017) no. 15 (july december, 2017) 165 s4. “me considero una víctima indirecta y directa porque es nuestro país y nos afecta todo lo que pase en el” ((questionnaire, october 24, 2016). the above extracts evidenced the students’ awareness about events that surrounded their lives, even though most of them had never debated or participated in political issues. students expanding local knowledge canagarajah (2005) indicates that local knowledge is a “process rather than a product and it is constituted by the beliefs and practices of the past […] the most important is the locality that shapes our social intellectual practice” (p. 3). reflecting on canagarajah’s appreciation, i noticed that the development of the sociocultural competence in these students who were strongly influenced by their previous knowledge. it means that students brought to the english classroom knowledge from their fields of study. let me recall that this group of students belongs to the programs of civil engineering, veterinary and accounting. then, they shared in class their personal beliefs, values and experiences during the different activities, and finally their global and local knowledge that includes all the information they possess and express regarding their communities and the world. in this sub-category, i will highlight some instances, where students expressed their global and local knowledge about social issues: s1: “cuando analizamos los diferentes problemas sociales, recordamos que tenemos muchos, lo bueno es que intentamos sugerir soluciones”(focus group; november 14, 2016) s2: “observamos que algunos compañeros están consumiendo drogas, o la han consumido en el pasado, por eso nos llamó la atención este problema”.(field notes; october 17, 2016) s1:“we know that drug-addiction is a global problem. it does not only happen in colombia or ibague” (field notes; october 31, 2016) socio-cultural awareness in efl bautista no. 15 (july december, 2017) no. 15 (july december, 2017) 166 teacher shifting from traditional to non-conventional decisions this project could not be done without considering the teacher’s role during the process. kumaravadivelu (2001) observes that the most relevant key component and the heart of the postmethod framework is to empower and promote the teacher’s autonomy. it gives him/her the elements to become more confident and able to empower learners to construct their own knowledge. following these thoughts, as a language teacher at a higher educational institution, i am aware that one of the challenges we have is to promote competences university students need to improve their quality of life. for these reasons, i generated opportunities for the students to develop a series of interconnected tasks that were designed and implemented according to their needs, english level and the articulation with the english university program. it was necessary the creation of learning environments that foster the students’ sociocultural understanding and to continuously analyzed and reflected about the results of each of the tasks. this ongoing process guided me to accomplish the project. the following excerpts correspond to students’ opinions about the change from traditional to non-traditional class: s1. “pues a mí me llaman mucho la atención las actividades que realizamos, porque es una forma más de desarrollar la habilidad lingüística y cultural. si, en lo particular me gustó el cambio es más significativo.” (focus group, november 14, 2016) s2. “en general aprendimos mucho, sobre todo vocabulario, que en una clase tradicional nunca lo hubiéramos hecho. si fue una experiencia única.” (focus group, november 14, 2016) s3. “pues pienso que es muy bueno, pues algunos de esos temas son interesantes para nosotros y abordarlos en inglés es todo un reto. digamos, lo cultural, lo político y esto nos obliga a trabajar mejor el idioma. fue una experiencia significativa y fuimos progresando paso a paso”. (focus group, november 14, 2016) results regarding the main question, the findings revealed that this group of university students became more aware of the importance of having the opportunity to develop tasks that led them to connect the socio-cultural awareness in efl bautista no. 15 (july december, 2017) no. 15 (july december, 2017) 167 english classroom with the global and local context. they expressed that it should be part of their learning process as future professionals. additionally, data showed that through the development of the different sociocultural oriented tasks, students activated their previous knowledge, expanded their intercultural competence, and positioned themselves regarding social issues. with respect to the second question, these students demonstrated that by connecting the english class with their surroundings there were unlimited opportunities for them to move to a higher level of thinking, to create meaningful learning, and to become independent learners (johnson, 2009). they also recognized that this type of sociocultural activities offered them a unique opportunity because they had to face challenges that led them to generate and expand their linguistic skills and raised their sociocultural awareness. in relation to the third and last question, the data indicated that teacher plays an important role in the creation of learning environments that should give students the opportunity of exploring, discovering, analyzing and evaluating meaningful information. these were the main features of the tasks and microstrategies implemented during this process to reach the aims of the project. conclusions and pedagogical implications after the implementation of the raising cultural consciousness macrostrategy taken from the postmethod pedagogy through a series of interconnected activities along the academic semester; this group of university students demonstrated a deeper social consciousness about different local-context realities that they brought to the class because they are part of their sociocultural background. they evidenced improvement in the process of being better citizens by opening their minds to social issues. they recognized that they went beyond the classroom walls and found the english learning process more meaningful and challenging. students believed that this project provided a unique opportunity to share and compare their ideas, values and beliefs about their culture and others’ culture. furthermore, students changed their perceptions of the english class. during the execution of the final task, students did not only analyze social issues, they applied surveys, sent letters to official institutions, talked to community’s leader and to university’s directors; in sum they thought of possible solutions to a problem. even though some students admitted, it was really challenging to them to do oral socio-cultural awareness in efl bautista no. 15 (july december, 2017) no. 15 (july december, 2017) 168 presentations of sociocultural topics, some of them also said, “we will never forget this experience”. from the teacher’s perspective, this pedagogical experience has changed my point of view about my role as a teacher, the way i teach, and the way i view students. after this unique experience, i will never be the same teacher. although, there were some limitations such as the lack of experience in this kind of projects, the time constrains due to the amount of work i had to do. one of the biggest challenges i had to face was how to start the process of raising the students’ sociocultural consciousness, and at the same time be in alignment with my institution english program. to sum up, being an innovator and a critical thinker in education is not an easy job. there are some boundaries in our context; such as, some local policies, lack of resources, similar studies, learners’ attitude or interests, time constrains; despite that i started to walk into the sociocultural perspective and i was able to connect the classroom with the global and local context. thus, when one of the students said “teacher esa proeza que tu hiciste de salirte del libro, del tablero, de combinar de llevarnos a un plano más actual, de hacernos pensar como ciudadanos y futuros profesionales, creo que fue lo que hizo más atractivo y se diferenció tu clase de los demás compañeros. el hacer que pensemos más acerca de lo que estamos viviendo y percibiendo creo que ha sido lo más novedoso de lo que nos has enseñado”. (focus group; november 14, 2016). i was very excited because in a way he summarized the complexity that implies to become a kind of pioneer innovator in this particular field of the elt process. even though, kumaravadivelu (2003) does not consider the higher education population in his work, and in our local context, these kind of sociocultural projects with a postmethod and sociocultural orientation are scarce. this study shows the process, the results and implications in the colombian context with undergraduate students. socio-cultural awareness in efl bautista no. 15 (july december, 2017) no. 15 (july december, 2017) 169 references aldemar, j., & bonilla, m. (2009). addressing culture in the efl classroom: a dialogic proposal. profile, 11(2), 151-170. allwright, d. (1984). the importance of interaction in classroom language learning. applied linguistics, 5, 156-171. allwright, d., & bailey, k. 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(1996). reflective teaching: an introduction. mahwah, new jersey: lawrence erlbaum. socio-cultural awareness in efl bautista no. 15 (july december, 2017) no. 15 (july december, 2017) 172 author *nancy bautista pérez holds a specialization in english language teaching and a b.a. in english. she is candidate to an english didactics master’s degree from universidad del tolima. she has been teaching english and portuguese for more than twelve years, and is currently working as a full-time professor at universidad cooperativa de colombia in ibagué. she was the winner of the third meaningful experience competition at national level in 2017 with her pedagogical innovation “constructing sociocultural awareness from the efl classroom”. her main research interests are the sociocultural and intercultural dimensions of english language learning and teaching. socio-cultural awareness in efl no. 15 (july december, 2017) no. 15 (july december, 2017) gist final1.indd 72 the relationship between language, culture and society: teachers of english as a foreign language (efl) positioning in society1 la relación entre lenguaje, cultura y sociedad: el posicionamiento de los profesores de inglés como lengua extranjera en la sociedad elsie l. olan and paula belló2* university of central florida, usa abstract this paper reports on efl teachers’ career choices and societal positioning in different regions of the world. the researchers conducted a qualitative narrative study to analyze, understand and interpret the relationship that exists between language, culture and society in the positioning identified by international efl teachers. positioning theory and narrative research were used as the study’s theoretical framework, and data collection tools included reflections, narratives and counter-narratives. teachers’ personal narratives show their strength in the illocutionary force through which they demonstrate their positions of agency, authority and empowerment. key words: efl teachers, career choices, societal positioning, narratives, counter-narratives, qualitative research 1 received: july 17, 2014 / accepted: april 12, 2016 2 elsie.olan@ucf.edu / bellopaula@knights.ucf.edu gist education and learning research journal. issn 1692-5777. no.12. (january june) 2016. pp. 72-95. olan & belló no. 12 (january june 2016) no. 12 (january june 2016) 73 resumen este artículo presenta un análisis de las opciones profesionales de los profesores de inglés como lengua extranjera y su posicionamiento social en diferentes regiones del mundo. las investigadoras realizaron una investigación cualitativa basada en narrativas con el propósito de analizar, comprender e interpretar la relación que existe entre lenguaje, cultura y sociedad en el posicionamiento identificado por los profesores de inglés como lengua extranjera en el mundo. la teoría del posicionamiento y la investigación narrativa fueron usadas como marco teórico para el estudio, y las herramientas de recolección de datos incluyeron reflexiones, narrativas y contranarrativas. las narrativas personales de los profesores reflejan su fuerza ilocucionaría a través de la cual expresan su posicionamiento como agentes con autoridad y empoderamiento. palabras clave: profesores de inglés como lengua extranjera, opciones profesionales, posicionamiento social, narrativa, contranarrativa, investigación cualitativa resumo este artigo apresenta uma análise das opções profissionais dos professores de inglês como língua estrangeira e seu posicionamento social em diferentes regiões do mundo. as pesquisadoras realizaram uma pesquisa qualitativa baseada em narrativas com o propósito de analisar, compreender e interpretar a relação que existe entre linguagem, cultura e sociedade no posicionamento identificado pelos professores de inglês como língua estrangeira no mundo. a teoria do posicionamento e a pesquisa narrativa foram usadas como marco teórico para o estudo, e as ferramentas de coleta de dados incluíram reflexões, narrativas e contra-narrativas. as narrativas pessoais dos professores refletem sua força ilocucionária através da qual expressam seu posicionamento como agentes com autoridade e empoderamento. palavras clave: professores de inglês como língua estrangeira, opções profissionais, posicionamento social, narrativa, contra-narrativa, pesquisa qualitativa olan & belló no. 12 (january june 2016) no. 12 (january june 2016) 74 introduction scholars have agreed on the expansion of english as an international language (mckay, 2002; pennycook, 2010, 2014; phan, 2008; phillipson 1992, 2009). as troike argues (in phillipson, 1992), english developed its leadership in international communication between the 17th and 19th centuries, while great britain was leading in territorial conquest, colonization, and international trade. the influence of the english language increased after world war ii when the united states of america became the world’s most powerful military and technological power. during the postcolonial era, governments and private agents have been investing money to expand english in an international market that was looking for international commerce, development and communication (pakir, 2009). the expansion of the english language came with the promotion of english language teaching and learning worldwide (graddol, 1997; phillipson, 1992, 2009; yano, 2001), and this scenario favored the proliferation of professional teacher development programs in different institutions around the world. the population, which is interested in attending these methods courses, are mainly composed of efl inservice teachers, and in certain cases in-service teachers of english as a second language (esl). consequently, the researchers expect that this narrative study designed to analyze and understand efl in-service teachers’ reflections, narratives and counter-narratives about their career paths, career choices and beliefs about the relationship between language, culture and society can serve as a basis for improving teacher programs to develop the professional careers of teachers with varied backgrounds and expertise around the world. both researchers in this study have a special interest in teachers’ professional development as well as in the education of future teachers who attend teacher education courses in international settings. they work in teacher development and research within different areas of knowledge related to the development of teacher education programs and teacher professional development. the researchers designed a longitudinal international study to inquire into the lives and work of in -and pre-service teachers working and living in different regions of the world. during the first stage, participant in-service teachers of english as a foreign language (efl) were granted a non-threatening space and produced written reflections, narratives and counter-narratives about their career paths, specifically referring to the factors that influenced their career choices and their relationships with efl, the culture and the society in various regions the relationship between language, culture and society olan & belló no. 12 (january june 2016) no. 12 (january june 2016) 75 of the world. expanding to more teachers around the world, the study also contemplated the gathering of narrative data from efl pre-service teachers, as well as data from preand in-service english language arts teachers from the u.s. the first stage of the study involved data collection from efl in-service teachers from different countries in the world, through both face-to-face encounters and via internet. these data consisted of written reflections, life stories and histories triggered by a semi-structured questionnaire, to which participants could refer freely. the second and third stages included the gathering of data from efl pre-service teachers, as well as from in-and preservice english language arts teachers in the u.s. invitations were sent throughout the world and to local teacher education programs and schools. the study was conducted with efl in-service teachers from different regions in the world. the research questions that guided this study are: 1how do efl teachers in developing countries reflect about their positioning with language in culture and society? 2how do efl teachers’ reflections, narratives and counternarratives reflect their career choice and beliefs about language, culture and society? the researchers conducted a qualitative narrative study to analyze, understand and interpret the relationship that exists between language, culture and society in the positioning identified by international efl teachers. positioning theory and narrative research were used as the study’s theoretical framework, and data collection tools included reflections, narratives and counter-narratives. the researchers used reissman’s (2008) thematic analysis to analyze twenty-five efl inservice teachers’ narratives, counter-narratives and reflections. the researchers recognized 107 significant statements, which were clustered in 13 themes where efl in-service teachers express their positioning within language, culture and society in diverse regions in the world. teachers’ personal narratives show their strength in the illocutionary force through which they demonstrate their positions of agency, authority and empowerment. the relationship between language, culture and society olan & belló no. 12 (january june 2016) no. 12 (january june 2016) 76 literature review the international growth of english in the last 45 years, english has been recognized as the most widespread foreign language in the world. there are 115 million english learners added to 275 million native english speakers in the uk, the usa, australia, new zealand, canada and some ‘anglophone’ countries in asia and africa in the 1970’s (gage & ohannessian, 1974). the central and eastern european countries expected 30 million english learners during the 1990’s (1989/90 british council annual report, as cited in phillipson, 1992). further, by 1995, there were 1,400 million people living in countries where english was the official language, and it was calculated that one out of five of the world’s population spoke english at a certain level of proficiency (press release on british council’s english 2000 project, as cited in graddol, 1997). in the 2000’s, the number of english learners (els) in china reached 300 million (ragan & jones, 2013). along this continuous growth in numbers of speakers and learners, english has reached a dominant position within a myriad of domains as varied as science, medicine and technology, international business, diplomacy, mass media, entertainment, journalism and education (graddol, 1997; kachru, 2006; phillipson, 1992; yano, 2001). english dominance has been established by its functional importance, its outreach and extent of influence, especially closing language barriers in situations of international communication (kachru, 2006; phillipson, 1992; yano, 2001). undoubtedly, english has been used as a means of mutual understanding in an era of multilateral and multicultural relations. nevertheless, the unprecedented linguistic expansion of english has been considered problematic. minor languages have been menaced with extinction, and a monolingual, monocultural understanding of english-speaking countries and their values and beliefs about the world have been imposed (kachru, 2006; yano, 2001). specialists have analyzed the historical dissemination of english in the world according to patterns of acquisition and functionality in which the language is used across different cultures and in contact with other languages. phillipson (1992) refers to them as the core and periphery (p. 17). kachru (1985, 2006) analyzes english expansion using three concentric circles: the inner, outer (or extended), and the expanding circles. yano (2001) explains further that within the inner circle, english is spoken as a native language (enl), within the outer circle it is a second language (esl), and in the expanding circle, it is a foreign language (efl). yano (2001) proposes some modifications to the relationship between language, culture and society olan & belló no. 12 (january june 2016) no. 12 (january june 2016) 77 kachru (1985)’s concentric circles, especially between the inner and the outer circles. in this view, some esl varieties are under a process of becoming more established as a result of the english language’s functional and extensive penetration in diverse social, educational, administrative and academic domains in society. consequently, more esl speakers portray themselves as native, or “functional” native speakers, relying on their intuition to produce and/or judge grammatical and appropriate linguistic forms applicable to different situations (graddol, 1997; kachru, 1985, 2006; yano, 2001). this analysis is directed towards the removal of the concentricity model proposed by kachru (1995, 2006) in favor of a parallel, comparative disposition of all english varieties, those spoken by native speakers, by “functional” native speakers and by nonnative speakers. moreover, some efl speakers can also become “functionally esl speakers” because of their intensive and extensive exposure to and use of english. the rationale behind this is to overcome the monocultural and monolingual position british, american and other well-accepted standards of english have traditionally had as the model of language correctness. the tendency is to consider each “one of the varieties of english” as valuable means of communication within communities (kachru, 2006; yano, 2001). the promotion of english language teaching and learning. seldom does english pedagogy look into the political, economic and military relationships existing between the english language dominance and its educational promotion. english language teaching (elt) has mainly developed a focus on linguistic or pedagogical matters, whereas in its core concept it is an activity with international political, economic, military and cultural implications (graddol, 1997; phillipson, 1992, 2009; yano, 2001). as discussed above, market demands on english as the language for progress and prosperity influenced english-speaking countries’ language policies. english-speaking countries have been investing funds in promoting the teaching and learning of english worldwide. consequently, english has been traditionally taught to support opposing objectives, on the one hand the development of specific scientific areas and education, and on the other hand, to spread a flavor for the institutional organizations and ways of thinking developed by english the cultures of speaking countries (phillipson, 1992, yano, 2001). elt in different regions of the world. according to okushima (1995), and pakir (1999), english has become a “glocal” language which has an international outreach, i.e. it affords global communication, but the relationship between language, culture and society olan & belló no. 12 (january june 2016) no. 12 (january june 2016) 78 at the same time favors local self-identity meaning within a social group among speakers in the outer circle (as cited in yano, 2001; graddol 1997; kachru, 2006). other scholars (canagarajah, 2006; pakir, 2009; seidhofler, 2004) have described a different situation for speakers in the expanding circle (kachru, 2006), who make use of english more as a ‘lingua franca’ (elf) (canagarajah, 2006; pakir, 2009; seidhofler, 2004). seidhofler (2004) defines elf as a language that serves as a means of communication among people who do not share a common l1 and/or a common cultural background. consequently, the paradigm of english as an international language has been challenged in the 21st century by new alternatives of language use or appropriation, as well as innovative ways of teaching, learning and researching the english language and efl teachers (pakir, 2009). when analyzing the reflections, narratives and counter-narratives elaborated by efl in-service teachers, these alternative and innovative ways of teaching, learning and communicating in english open the door to new understandings of teachers’ discourses and positionality in regards to efl, culture and society. post-colonial theory scholars (ashcroft, griffiths & tiffin, 2006, canagarajah, 1999; 2006; menezes jordao, 2008) have analyzed both linguistic and personal issues emanating from previous situations of domination in the ex-colonies. postcolonial theory has discussed experience in diverse areas including hybridity, migration, slavery, resistance, agency, representation, difference, race, gender, and place, in the midst of historical, philosophical and linguistic studies that follow english monocultural, monolingual traditions (ashcroft, griffiths & tiffin, 2006; menezes jordao, 2008). in opposition to these monopolistic discourses, post-colonial theory has discussed the concept of hybridity, which has influenced linguistics (canagarajah, 1999), as well as other areas of social life. menezes jordao (2008) discusses hybridity by means of explaining the concept of difference, which is a process of identification constructed discursively. the subject is also constructed and determined by means of discourse and at the same time, the subject determines discourse. consequently, the individual is fragmented, contradictory and subject to change, exactly as the process of meaning-making, which fluctuates from moments of fixation but never becomes permanently fixed. these movements and fluctuations leave spaces in-between in which meanings can be created before becoming fixed and changed again (menezes jordao, 2008). the in-between spaces mentioned above allow the development of concepts like resistance and agency (bhabha, 1985; 1994; menezes jordao, 2008), which can be defined as systems developed from individuals’ personal positioning in a ‘bordering place’ or ‘third space’. the relationship between language, culture and society olan & belló no. 12 (january june 2016) no. 12 (january june 2016) 79 these new spaces, also called ‘hybrid spaces’, allow individuals to develop counter-narratives that challenge totalizing discourses, to express the in-stability of meanings and to reflect about their conflicting representations (bhabha, 1995; 1994). hybridity allows diverse forms of knowing and the development of agency and resistance that include uncertainty, ambivalence and doubt about former coherent discourses. agency introduces different forms of representation (of self and others) and transformation through discourse. individuals develop agency in their process of meaning-making, when producing discourses through which they define their ideas, kinds of knowledge and forms of knowing (bhabha, 1985; 1994; costa, 2006; menezes jordao, 2008). the previous discussion explains the researchers’ decision to use positioning theory as framework in this study. the career choice of efl in-service teachers had been analyzed taking into account the teachers’ cultural contexts, countries and regions of origin, as well as the sociopolitical and economical systems in which they live and in which they have made their professional decisions (olan & belló, 2016). however, the exploration of positioning theory to analyze the emergent themes in efl teachers’ narratives in regions of the world, the expanding circle according to yano (2001) and kachru (2006), can shed more light to the understanding of this population’s career choices, career development and professional needs. positioning theory in order to develop the concept of positioning theory, harré and van langenhove (1999) pay attention to the local moral order as well as to the local system of rights, duties and obligations valid within different social groups. such a system of local moral order is in a continuous process of change in which mutual and contestable rights and obligations come to life through the individuals’ acting and speaking. positioning allows us to: a) conduct a discursive analysis of personal stories that become comprehensible as social acts within which narrators have positioned themselves and, b) analyze new theoretical developments within the psychology of interpersonal encounters (harré, 1998; harré, moghaddam, cairnie, rothbart, & sabat, 2009; van langenhove & harré, 1999). harré (1998) defines “positioning theory” and compares the concept with that of the older framework of role theory. he describes roles as relatively fixed and long lasting in comparison to the more changeable and transitory positions in which individuals usually show a struggle for victory between opposing forces or interests. the relationship between language, culture and society olan & belló no. 12 (january june 2016) no. 12 (january june 2016) 80 the concept of position receives a specific meaning in the analysis of people’s interactions, which are mediated by symbols that demonstrate their personal positions as individuals and as representatives of their groups. the technical meaning of position includes a collection of personal attributes, which dominate interpersonal, intergroup and intrapersonal actions led by individuals. individuals act according to the assignment of rights, duties and obligations in which they have been positioned or in which they have positioned themselves (harré & van langenhove, 1999). methodology research design narrative research analyzes experiences in the form of stories lived and told by individuals, both in oral and written form (clandinin & connelly, 2000; creswell, 2013). personal efl in-service teachers’ reflections, narratives and counter-narratives are used as a tool in educational research and professional development. narratives afford individuals, in this case, teachers, the opportunity to analyze their past and present experiences, re-analyze their positions within the social contexts in which they live, and express their individual and subjective interpretation of the circumstances in which they live (clandinin & connelly, 2000; hale, snow-gerono, & morales, 2008; nieto, 2003). riesman (2008) argues in favor of narratives that provide stories with more power than resistant subversive acts. new interest is being devoted to telling the story, which “makes the moment live beyond the moment” (riesman, 2008, p. 11). recently, researchers, teacher educators and scholars interested in teacher development are turning to narratives to foster meta-cognitive reflections, re-examination of assumptions, and shed light on implicit beliefs about teaching and learning. hinchman and hinchman’s (1997) definition of narrative is used when depicting teachers’ stories: narratives (stories) in the human sciences should be defined provisionally as discourses with a clear sequential order that connects events in a meaningful way for a definite audience and thus offers insights about the world and/ or the people’s experiences of it. (hinchman & hinchman, 1997, p. xvi) the previous definition includes three common features, temporality, meaning and social encounter, which are also referenced as the triadic nature of stories. goodson & gill (2011) further explicate the relationship between language, culture and society olan & belló no. 12 (january june 2016) no. 12 (january june 2016) 81 these features by noting that these qualities, temporality, meaning and social encounter, characterize the nature of narratives (stories) as used in this study. they share a common assumption that there is a connection between “life as it is lived and life as told in personal narratives” (p. 4). goodson & gill (2011) define temporality by establishing that (a) “all narratives encompass a sequence of events,” meaning is defined as (b) “all the personal significance and meaning[s] are externalized through the telling of lived experiences,” and social encounters because (c) “all narratives are told to an audience and will inevitably be shaped by the relationship between teller and the listener” (p. 4). these three features are salient in teachers’ stories and evidenced by our own examination of our participants’ process of self-discovery, inquiry and growth. narratives and counter-narratives. milner and howard (2013, p.542) consider narratives and counter-narratives as valuable research tools with teacher populations, as they provide a means of elaborating and sharing lived experiences. especially noticeable is the presence of counter-narratives within teachers’ life stories and histories, defined as narrative spaces in which narrators share their experiences in ways they have never done before. ladson-billings (1998) argues in favor of counter-narratives as a means to study and define realities that are juxtaposed to prevalent narratives. counter-narratives open doors to disruptions and re-interpretations of reality as expressed through pervasive, socially accepted stories. participants data were collected from different groups of efl in-service teachers coming from different countries. twelve of the participants were efl in-service teachers from developing countries, namely tajikistan, uzbekistan, armenia, jordan, argentina, ivory coast, dominican republic, haiti and egypt. they had received a scholarship from the us department of state via the bureau of educational and cultural affairs (eca) to attend professional development courses at the largest metropolitan public research university in a southern-eastern state in the usa for six weeks. these teachers participated in the teaching excellence and achievement program (tea) organized by irex, an international nonprofit organization that provides leadership and innovative programs to promote positive global lasting change (irex, 2014). the majority of these in-service teachers (n = 25) are middle aged (m age) = 40.32, sd = 7.028), and consequently traversing the middle stage of their careers. the majority (80%) are females, and (20%) are males. the relationship between language, culture and society olan & belló no. 12 (january june 2016) no. 12 (january june 2016) 82 figure 1. participants’ countries distribution the other thirteen participants (mainly efl teachers in latin american countries) were contacted via e-mail. the first step consisted of sending an informed consent document, an introductory letter containing the study’s general objectives, a semi-structured questionnaire and a demographic document. from the original large group that received the documents via e-mail, only thirteen efl in-service teachers responded, eleven from argentina and the other two from brazil and chile. the emic perspective of the participants was displayed by adding thorough description of their realities, not disregarding the limitations that might have existed during the process of data collection, as well as, within the participants’ contexts (gall, gall, & borg, 2007, p. 450). data collection instruments the semi-structured questionnaire contained ten open-ended questions intended to elicit participants’ written reflections, narratives and counter-narratives about their career paths, especially paying attention to their experiences surrounding their choice of career, their process of selection, the role of school and family among others. they provided relevant demographic data useful for the study’s purposes (including nationality, age, gender, educational background, etc.). both groups, the one that answered the semi-structured interview during the face-to-face meeting and the one that responded via e-mail, were granted a non-threatening space, plus the necessary time to compose the relationship between language, culture and society olan & belló no. 12 (january june 2016) no. 12 (january june 2016) 83 narratives, counter-narratives and reflections about their previous and present lived experiences, thus providing the researchers with deep insight into the factors that influenced their career decision-making process. researchers examined data produced by the participants taking an emic position and drawing from their own experiences as former teachers (munro, 1998; smith, 2012). data analysis and interpretation the researchers decided on a thematic analysis (riesman, 2008) to provide an analysis according to the research questions that had been established to guide the study. after analyzing twenty-five efl in-service teachers’ narratives, counter-narratives and reflections, the researchers recognized thirteen themes in which efl in-service teachers express their positioning within language, culture and society. a total of 107 statements were analyzed and 13 themes identified in the reflections, narratives and counter-narratives produced by the teachers. findings and discussions are fundamental to draw important implications to influence necessary changes in teacher education programs and professional development programs. the following analysis addresses the first research question: how do efl teachers from different regions in the world reflect about their positioning with language in culture and society? table 1. efl teachers’ positioning within language, culture and society the table below shows the main themes analyzed and their frequency as per the second research question: how do efl teachers’ reflections, narratives and counter-narratives reflect their career choice and beliefs about language, culture and society? the relationship between language, culture and society olan & belló no. 12 (january june 2016) no. 12 (january june 2016) 84 table 2. efl teachers’ reflection about their career choice and beliefs about language, culture and society. there are nine (n= 9) themes and 91 sentences analyzed (n = 91). the positioning triangle the following below depict the three background conditions that guarantee the meanings of symbolic interactions that determine each other: a) an illocutionary force of discourse and acts, i.e. the social significance of what is being said and done at a specific place and time (austin, 1959); b) pre-existing, socially accepted positions individuals use; and c) human episodes shaped by one or more story lines on which the participants agree (harré, 1998). the schematic representation is as follows: position (s) illocutionary force(s) story line(s) efl teachers’ reflections, narratives and counter-narratives represent their interpersonal relationships, need to find a job, to establish a teaching career and demonstrate language mastery. tables 3 a) and b) explain the thematic analysis corresponding to the illocutionary discursive force and the pre-existing socially accepted positions developed along efl teachers’ lives. table 3a. efl teachers demonstrate language mastery by referring to their pride in their knowledge of efl and the power with which there are endowed the relationship between language, culture and society olan & belló no. 12 (january june 2016) no. 12 (january june 2016) 85 table 3b. category 1: efl teachers represent interpersonal relationships table 3b. category 2: efl teachers need to find a job/establish a teaching career 1 results positioning and pedagogical storylines data analysis provided examples of reflections, narratives and counter-narratives in which participants follow different story lines (harré, 1998) to refer to their positioning in relationship to language, culture and society. maria’s narrative reflection forcefully explains her position of authority in the career decision she had made, establishes how important the analysis of her past experiences are and shows a clear story line in which different actors played a role, at the same time as they defined their own positions. when i graduated, i was confused as to what career i wanted to pursue. i was in between psychology and english. either road i decided to take, i knew i was going to be working with people, which i have always thought it fit my personality. in many ways, a teacher sometimes plays the role of a counselor in her students’ lives, so my choices were not too far apart. in the end, i picked english. my choice was influenced by my naïve impression the english i had taken for over ten years at a local school in my hometown was more than enough to afford me outstanding grades in the english program. little did i know about the difficulties i would face in not just dealing with the complexity of the language but also the meanness of some of my professors. my decision was also the relationship between language, culture and society olan & belló no. 12 (january june 2016) no. 12 (january june 2016) 86 influenced by my mother’s insistence. i was usually too sensitive and too sympathetic to people’s feelings to become a professional, emotionally detached therapist. i do not know if i would have made a good therapist or not. my mother was probably right about her assessment of my character and suitability (or lack of) for a career in psychology. even then, i feel that my capacity for compassion has proved to be a great asset in my teaching career. however, at the time i started the english program i was not thrilled about teaching. i had yet to discover my passion for it. (maria, argentina). language – thought and language – action relationships thinking has an intrapersonal dimension as well as an interpersonal scope because it can be both a private and a social – public activity. examples from the present data set include episodes in which thinking spreads out and covers the individual and the public domains, especially when teachers reflect on their career choice decision-making process privately, but they also seek to discuss it publicly seeking for advice on the best course of action from their families and friends. indirect influences from these opinions show in their actions and declarations (harré, 1998). an example provided by silvia shows the intermingle between thinking being a private and social activity: a couple of times i needed help because i felt confused as regards my career. i doubted, i didn’t know if i was competent enough in the foreign language. my teacher helped every time i needed. i remember that i had failed an exam, something that surprised her very much since i was doing it very well and i studied very hard. she called me and had a few words with me. those words made me changed my mind. since i felt frustrated i wanted to quit the career. she didn’t know anything about it but she talked to me at the right time. she said that learning a language was like learning a musical instrument, you need to have the ability, your hearing is essential. she also told me that she could observe -according to her vast teaching experience-that some students didn’t have that capacity, they insisted on learning english and in the end they failed. she concluded by saying “you can play a musical instrument, i bet you can. after this conversation i decided to continue with my studies and i finished my career.”(silvia, argentina). positioning, selfhood and discourse harré & van langenhove (1999) develop the concept of identity as a conjunction of the personal identity evidenced in the word “self” or in each individual’s personal agency and the “selves” presented in the relationship between language, culture and society olan & belló no. 12 (january june 2016) no. 12 (january june 2016) 87 public interpersonal interactions in the everyday world, sometimes called “personas.” individuals display their particular selfhood by using discursive devices as the first person pronoun “i” with which they indicate their ownership of their sayings and acts, as well as their commitment to the contents and consequences expressed in their discursive acts. these authors discuss that indexicals, like “i”, “you”, “we”, “this” and “now” express each individual’s personal identity and agency. the meanings implied in the use of indexicals can only be completed with the knowledge of the speaker or narrator that used them, as well as of the place and time in which they were used (harré, 1998; harré & van langenhove, 1999, p.7). the following examples from the data set provide us with a clearer idea: usually in jordan we go to the university according to our grade in an standardized exam and because english, and foreign language, are the best opportunity to find a good job, that is why i choosed it. (hanadi, jordan). this is what i have been doing since 2003 and i love it. i love being amongst teachers, sharing and learning with them. i had the chance to work with teachers for the last 10 years and i can say this is really fulfilling for me. (daniela, brazil). individuals display their “personas” in discursive acts including declarations and written narrations. in the specific case of written narrations, narrators introduce themselves and others as characters and choose the needed vocabulary to tell their stories. the indexicals “i”, “me”, “myself”, “my” and “mine” are used to tell publicly the lived experiences of the individual “self” (harré & van langenhove, 1999, p.8). consider the following examples: may be my dad had once mentioned the fact that i could have travelled abroad to study politics. i thought about that for a while but could not see myself anywhere else but teaching and learning from my students!!! (guadalupe, argentina). i make decisions by myself but sometimes with my family. (ruslan, uzbekistan). there is a singularity of the “self,” but a multiplicity of “personas” dependent on the social context. the present data analysis expresses different positioning of the teachers, for example: their decision to leave out direct references about students and the teaching-learning process, their agency in the process of decision-making, their authority in the the relationship between language, culture and society olan & belló no. 12 (january june 2016) no. 12 (january june 2016) 88 position as teachers, their satisfaction with their careers and pride in their command of the english language. for example, sana states the following: i selected my career following the career of my father and my english teacher. i liked the language the way it sounded and the power it endowed me with. (sana, jordan). in each different position, the “persona” and his/her behavior are different given the exigencies of the social situation. each particular case of “self” is constructed according to the constant exchange and interrelationship with the environment. the meaning implied by the narrator will be understood depending on the storyline created and on how coherent is the public “self” that has been developed in the situation (harré & van langenhove, 1999, p.9). caring following the construct of positioning we would like to discuss the concept of the caring relation in which there is a person who is the carer and another who is the cared-for (noddings, 2012). noddings (2012) notes that the carer is in a sense “feeling with” the cared-for by attending to his or her needs; however, the cared-for plays an extremely important role, i.e. responds to the carer and acknowledges that the act of care has taken place. both parties need to recognize the response in order for it to be a true caring relation. the author distinguishes virtuecaring as the relationship in which there is no response from the caredfor versus the relationship in which carer and cared-for play an important role. noddings (2012) refers to this mutual recognition of the response as reciprocity. in order for the carer to continue the caring relation with the cared-for, he or she needs the support of a caring community. this caring community may or may not contribute to this reciprocity. noddings (2012) also points out that caregiving activities supported by people who are genuine carers tend to promote the development of a caring attitude or disposition. in this particular study, the relationship between carer and caredfor is demonstrated through language mastery and language learning. this creates distinction between what noddings (2012) refers to as virtue-caring in which there is no response from the cared-for and the relation in which both parties play an important role. the in-service teachers’ reflections, narratives and counter-narratives afforded the researchers a different perspective to caregiver-student relationship. the relationship between language, culture and society olan & belló no. 12 (january june 2016) no. 12 (january june 2016) 89 cultures of care are important to understanding the purpose of this study. these teachers had opportunities to express in written form their career choice process, the relationship language, culture and society play and how caring is situated in their teaching and learning. conclusions drawing from the past discussion, we consider that more research is necessary as regards the factors that influence efl teachers’ career choices. positioning theory has provided an excellent framework to demonstrate the positions of agency and authority in which participants identify themselves. participants move away from the “carer” role society has traditionally endowed them with, towards a more movable and challenging position of self-assurance and empowerment. mastery of efl grants them a privileged position in society. this study has provided participants with a framework for reflection, a nonthreatening space and a valid opportunity to express their own voice. the concept of narrative pedagogy (goodson & gill, 2011) has been introduced as a facilitating framework within which individuals can reflect deeply, re-visit their own selves, collaborate with meaningful others in their process of self re-definition and provide meaning to their past experiences and lives through the lenses of their present historical reality. thus the value of narrative pedagogy in education, especially in helping the individual shape learning experiences from within (pp. xi-xii). even when goodson & gill (2011) have analyzed different areas related to narrative pedagogy, a deeper understanding of this construct can favor its application in teacher education and professional development programs. further research is necessary to collaborate with a more general process of pedagogical innovation conducive towards the application of narrativity in the macro spectrum of education (goodson & gill, 2011). it is the researchers’ hope to draw pedagogical and institutional implications from the present study. in-service teachers demonstrate that they can revisit and reflect on their lived experiences, collaborate with others in dialogic interactions and develop a reflective stance when guided through inquiry driven activities to formulate narratives, counter-narratives and written reflections. in-service teachers would benefit from specially designed professional development methods courses in which they are afforded non-threatening spaces to elaborate on the experiences that surrounded their career choice for them to approach new learning and practical experiences more effectively. the relationship between language, culture and society olan & belló no. 12 (january june 2016) no. 12 (january june 2016) 90 further research is necessary to analyze efl teachers’ process of identity re-definition, levels of sustained motivation and satisfaction and the needs they have while traversing the middle stage of their professional lives. more in depth discourse analysis can shed light on how language plays a paramount role in the development of their professional identities. the relationship between language, culture and society olan & belló no. 12 (january june 2016) no. 12 (january june 2016) 91 references austin, j. l. 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(2008). initial and changing student teacher motivation and commitment to teaching, asia-pacific journal of teacher education, 36(2), 79-104. smith, j. m (2012). reflections on using life history to investigate women teachers’ aspirations and career decisions. qualitative research 12, 486 – 503. http://qrj.sagepub.com/content/12/4/486). doi: 10.1177/1468794111433090. united states department of state, bureau of educational and cultural affairs exchange programs. http://exchanges.state.gov/non-us/ program/teaching-excellence-and-achievement-program. [internet] [accessed april 5th 2014] van langenhove, l., harré, r. (1999). introducing positioning theory. in harré, r., van langenhove, l., & berman, l. l. (eds.), positioning theory: moral contexts of intentional action (pp. 1-13). malden, ma: blackwell. yano, y. (2001). world englishes in 2000 and beyond. world englishes, 20(2), 119–131. the relationship between language, culture and society olan & belló no. 12 (january june 2016) no. 12 (january june 2016) 95 authors * elsie l. olan is an assistant professor in the school of teaching, learning and leadership at the university of central florida. her research interests and foci are in two areas, both which have grown from her professional work: (a) the role of language and writing, literacy, literature and diversity in learning and teaching in language arts education and st(r)e(a)m fields, and (b) in teaching and teacher education: teacher’ narratives, inquiry and reflective practices in (national and international) teaching environments and professional development settings. *paula belló is a doctoral candidate pursuing a phd in education (tesol) teaching english to speakers of other languages at the school of teaching, learning and leadership at the university of central florida, fl, usa. she had taught english as a foreign language (efl) in argentina for 18 years and received her ma in english language teaching (elt) from the university of warwick, united kingdom. at ucf she has been working as graduate teaching and research assistant. her research interests are multiculturalism and language and literacy issues, narrative pedagogy in teacher education, qualitative research methods and reading and writing in foreign or second languages. the relationship between language, culture and society olan & belló no. 12 (january june 2016) no. 12 (january june 2016) 79 no. 11 (july december 2015) no. 11 (july december 2015) gist education and learning research journal. issn 1692-5777. no. 11, (july december) 2015. pp. 79-102. foreign language learning strategies in the context of stem education1 estrategias de aprendizaje de lenguas extranjeras en el contexto de la educación stem turgay han2* kafkas university, turkey abstract this study aims at providing an insightful evaluation of the efl strategies used by firstyear stem (science, technology, engineering, and mathematics) students, and their perceptions of their own use of strategies. the 147 participants were undergraduate level, first-year engineering students at a state university in turkey. their ages ranged from 18 to 24. they took the young learners’ language strategy use survey (lss). in addition, a sub-sample of students was interviewed about the strategies they used in learning language skills. the results showed that the students tended to employ various strategies in learning different language skills, but did not frequently use or practice these strategies. further, vocabulary strategies and pronunciation skills were believed to be effective in conveying and deciphering meaning. these results suggest that language learning strategy training should be provided in stem education. keywords: language learning strategies, engineering students, english as a foreign language 1 received: july 15, 2015 / accepted: september 10, 2015 2 turgayhan@kafkas.edu.tr 80 no. 11 (july december 2015) no. 11 (july december 2015) resumen este estudio tiene como objetivo proporcionar una profunda evaluación de las estrategias en el aprendizaje del inglés como lengua extranjera utilizadas por los estudiantes de primer año de stem (ciencias, tecnologías, ingenierías y matemáticas) y sus propias percepciones sobre el uso de estas estrategias. los participantes fueron 147 estudiantes de primer año de la carrera de ingeniería de una universidad en turquía, cuyas edades oscilaban entre los 18 y 24 años. se aplicó el instrumento (young learners´ language strategy use survey) para identificar las estrategias de aprendizaje utilizadas por los participantes. asimismo se seleccionó una submuestra de estudiantes para entrevistarlos sobre las estrategias que utilizan en el proceso de aprendizaje de idiomas. los resultados mostraron que los estudiantes solían emplear diversas estrategias en el aprendizaje de idiomas, sin embargo no las utilizan con frecuencia. además, se asume que las estrategias de vocabulario y habilidades de pronunciación son eficaces en la transmisión y comprensión del significado de las palabras. estos hallazgos sugieren que es necesario proporcionar entrenamiento en estrategias para el aprendizaje de idiomas en la educación en ciencia, tecnología, ingeniería y matemáticas (stem). palabras clave: estrategias de aprendizaje de una lengua, estudiantes de ingeniería, inglés como lengua extranjera resumo este estudo tem como objetivo proporcionar uma profunda avaliação das estratégias no aprendizado de inglês como língua estrangeira utilizada pelos estudantes de primeiro ano de stem (ciências, tecnologias, engenharias e matemática) e suas próprias percepções sobre o uso destas estratégias. os participantes foram 147 estudantes de primeiro ano da carreira de engenharia de uma universidade na turquia, cujas idades oscilavam entre os 18 e 24 anos. aplicou-se o instrumento (young learners´ language strategy use survey) para identificar as estratégias de aprendizado utilizadas pelos participantes. da mesma forma se selecionou uma subamostra de estudantes para entrevistá-los sobre as estratégias que utilizam no processo de aprendizado de idiomas. os resultados mostraram que os estudantes tinham o hábito empregar diversas estratégias no aprendizado de idiomas, porém não as utilizam com frequência. além disso, se assume que as estratégias de vocabulário e habilidades de pronúncia são eficazes na transmissão e compreensão do significado das palavras. estas descobertas sugerem que é necessário proporcionar treinamento em estratégias para o aprendizado de idiomas na educação em ciência, tecnologia, engenharia e matemática (stem). palavras chave: estratégias de aprendizado de uma língua, estudantes de engenharia, inglês como língua estrangeira foreign language learning strategies han 81 no. 11 (july december 2015) no. 11 (july december 2015) introduction strategies are deliberate observations and mental actions actively employed by learners to improve their language learning, for example, observing how others take notes in a lecture and thinking over one’s own background before engaging with a text (anderson, 2005). the term has also been used interchangeably with behaviors, tactics, and techniques (ellis, 2008). however, there is no fully agreed upon classification of strategies nor a thorough scientifically validated hierarchy of strategies (oxford, 1990). ellis (2008) describes the most widely accepted strategy classifications: those made by o’malley and chamot (2010) (e.g. cognitive, metacognitive and socialaffective learning strategies), and oxford (1990) (e.g. direct and indirect strategies). further, several researchers have examined the robust link between strategy use and l2 proficiency (e.g. huang & nisbet, 2014; kayaoğlu, 2013; kouritzin, 2012). however, the literature indicates that very little research has specifically targeted foreign language learning strategies (lls) used by stem students in content-based instruction. in this sense, this study aims to bridge this research gap by examining foreign lls employed by engineering students who had previously received english language instruction and were receiving content-based engineering instruction at a turkish state university. the study posed these questions: what strategies do the engineering students frequently employ while learning english-as-a-foreign language and how do they perceive them? further, the following sub-research questions were asked: what are the strategies students frequently use in learning and employing each language skill (e.g. speaking, listening, reading, writing, vocabulary and grammar)? how do the students perceive their strategy use? literature review inventories used in lls research several inventories and surveys have been devised to examine language learning strategies (lls). the most frequently referred to in the literature include oxford’s (1990) strategy inventory for language learning (sill). several research studies on lls have benefited from sill (e.g. demirel, 2012; patil & karekatti, 2012) for the purpose of providing “a general picture of the individual learner’s typical strategy use, rather than a specific portrayal of the strategies used by the learner on a particular language task” (oxford, 1999, p.114). it has been used in different language contexts and levels of study foreign language learning strategies han 82 no. 11 (july december 2015) no. 11 (july december 2015) (oxford, 1999). the great advantage sill is to provide reliable and valid data (anderson, 2005). likert-type items in the sill are classified into two main, and six sub-categories of strategies: direct strategies (e.g. memory-related, cognitive, and compensatory), and indirect strategies (e.g. metacognitive, affective, and social strategies) (oxford, 1999). the cronbach alpha internal consistency index of the 80-item version of the scale in efl/esl or translated contexts is between .94 and .98.the reliability of the 50-item version of the sill is .89 and .90 when administered in english in efl contexts (oxford, 1999). another more sophisticated taxonomy is purpura’s (1999), which examines the psychometric properties of cognitive and metacognitive lls (e.g. comprehending, retrieval and memory strategies) through the applications of the structural equation model approach. the survey of reading strategies (sors) (mokhtari & sheorey, 2002) is another commonly used likert-type scale, which examines metacognitive strategies used while reading in the target language. it includes three sections: global reading, problem solving reading strategies, and reading support strategies. sors has a well-established psychometric property and a reliability co-efficiency of .93. finally, cohen and oxford’s (2002) young learners’ language strategy use survey (lss) defines strategies regarding language skills. this taxonomy uses 76 items, which are constructed to examine strategy uses in learning language skills such as listening, speaking, reading, writing and other language features including vocabulary and translation. content based instruction (cbi) and science, technology, engineering and mathematics (stem) education stem is an acronym coined in the competitive and modern world and mostly refers to interdisciplinary science, technology, engineering and mathematics education. these four areas are entangled rather than separated into four disciplines because these skills, required in real world applications, are considered for success. stem education mostly aims to support undergraduate level students in developing the skills needed for a stem career, which responds to the need for competent professionals in the real world (reeve, 2014). for a long time, language course content has been selected from a particular profession or academic discipline, such as that of airline pilots or computers scientists. this is because this type of cbi enables the integration of language and content learning, and contributes to the naturalness of content for language instruction (larsen-freeman, 2000). further, cbi “speed[s] up the learning and teaching of the second language in question” (van els, 2005, p. 973). this tendency may be a result of the position of english as the language of technology around the globe. the professional world and the labor market in several fields force foreign language learning strategies han 83 no. 11 (july december 2015) no. 11 (july december 2015) students to have not only technical competencies, but also a strong command of english, the lingua franca of science and technology today (gimenoa, seiza, siqueiraa, & martínez, 2010). research into lls several studies on lls have been conducted in the last three decades (e.g. anderson 2003; cohen 1998; ellis, 2008; huang & nisbet, 2014; kayaoğlu, 2013; kouritzin, 2012; naiman, fröhlich, & todesco, 1978; oxford, 1990). some mainly investigated learners’ engagement towards learning new things, and the strategies they frequently employed to understand, memorize and retrieve information (e.g. oxford, 1990). others compared more successful language learners to those less successful, and identified the qualities of good learners in terms of lls (e.g. kayaoğlu, 2013). typically, there is generally a robust link between strategy use and l2 proficiency. some learners are better at foreign and second language learning than others even though they receive the same education in the same setting (lee, 2010). it has also been argued that less successful learners do not generally show considerable progress due to their repeated use of the same strategies. on the other hand, successful language learners possess a variety of strategies ready to be employed in different occasions (anderson, 2005). other studies that have frequently examined the relationship between strategy use and language learning performance, and specifically on esl (bialystok, 1979; eslinger, 2000; rubin, 1975; vann & abraham, 1987), and the link between different efl proficiency levels and strategy use (ehrman & oxford, 1995; oxford & nyikos, 1989). more recent studies have examined lls use from different perspectives: studying the link between reading strategy use and reading proficiency among adult esl learners (huang & nisbet, 2014); the link between high and low learners’ language learning beliefs and language strategy use (kayaoğlu, 2013); male and female foreign language learners’ lls (tercanlıoğlu, 2004); the link between lls, gender and academic achievement (demirel, 2012); and the link between explicit metacognitive strategy instruction and efl reading comprehension (durgun, 2010). regarding stem education, very few studies have examined lls used by science and engineering tract students (cheng, xu & ma, 2007; kouritzin, 2012; minh & intraraprasert, 2012; patil & karekatti, 2012). among the first of such studies, cheng, xu and ma (2007) investigated engineering students’ lls while learning english. questionnaires were used to investigate their strategy use, frequency of strategy use and utilization of learning strategies in practice. the findings indicated that students frequently used more cognitive strategies than social/affective strategies, and metacognitive strategies were foreign language learning strategies han 84 no. 11 (july december 2015) no. 11 (july december 2015) employed less often. further, the result suggested that participants believed in the positive effect of strategy use on language learning. in another study, minh and intraraprasert (2012) investigated languagelearning strategies used by science-oriented students in vietnam. thirty students majoring in science, technology and health science in six different vietnamese universities were interviewed to extract a lls inventory to represent the strategies they used. the results suggested two main categories of strategies: language skills enhancement and general language knowledge enhancement. following minh and intrarapraseet, patil and karekatti (2012) examined lls employed by engineering students and their perceptions on the use of strategies in learning english in the indian context. the sill (oxford, 1990) was used to collect data from 60 engineering students from four engineering colleges. the findings indicate that students prefer metacognitive, cognitive, compensatory and social strategies, but they rarely use memory and affective strategies. further, students are not aware of the benefits of using lls to learn english. finally, kouritzin (2012) investigated the similarity between studying foreign languages and the study of stem subjects in the canadian context. the findings showed that stem lead to greater opportunities when compared to foreign language study, regardless of whether the students receive foreign language study or not. it was found that the knowledge of a foreign language was not necessary for business or social success in canada, and that english was an international language of science. in the turkish cbi context, the medium of instruction and the course content related to professional fields are in english at several universities (e.g. bau, boun, itu). however, in the turkish research context, to the best of our knowledge, there has been little substantial research that specifically selects its target sample from stem majors at the undergraduate level. only kayaoğlu (2011) has investigated efl physics-track students’ language beliefs and approaches to language learning. the participants were taking foundation efl courses in a turkish state university. in this study, the participants responded to horwitz’s (1987) 34-item beliefs about language learning inventory. the results indicated that the students frequently believed that foreign language learning requires a special ability, a good ear, and good memory skills. the students’ beliefs and their fixed ideas about aspects of learning foreign language impacted their lls. briefly, foreign language learners try to employ several different strategies to complete language learning tasks such as reading or writing. in foreign language learning strategies han 85 no. 11 (july december 2015) no. 11 (july december 2015) this sense, they could be successful in completing the tasks if they employed the appropriate lls (richard, 1994 cited in lee, 2010). the above review has shown that very little research has specifically targeted foreign lls use by stem students in content-based instruction. methodology research design this mixed methods study used both quantitative and qualitative methods. specifically, using the convergent parallel design, the researcher concurrently collected the quantitative and qualitative data. the quantitative and qualitative analyses were carried out separately, and then the results were merged to assess the general interpretation (creswell & clark, 2011). context and participants the participants were 147 first-year students studying in different undergraduate level engineering departments at a turkish state university. their ages ranged from 18 to 24. students took an intensive english course in the preparatory program before starting their faculty education in which they attended several content-based courses in english. the medium of instruction and exams were conducted in english. students were tested using a criterionreferenced framework designed by the school of foreign languages at the university. the test included two sections, the first which tested their speaking and writing skills and the second which tested their listening, reading, grammar, and vocabulary skills. all the participants passed this exam based on criterionreferenced assessment. table 1. shows the participants’ profile. table 1. participants’ profile department f % f % age software/computer engineering 24 16.3 11 7.5 18-24 metallurgical and material engineering 13 8.8 29 19.7 automotive engineering 72 49 58 39.5 mechanical and machine engineering 12 8.2 39 26.5 electric and electronic engineering 11 7.5 9 6.1 energy system engineering. 15 10.2 1 .7 total 147 100 147 100 foreign language learning strategies han 86 no. 11 (july december 2015) no. 11 (july december 2015) data collection instruments cohen and oxford’s (2002) young learners’ language strategy use survey (lss) was used in this study. this 76-item taxonomy investigates strategy use in different skills (e.g. listening, speaking, reading writing, and other language features including vocabulary and translation). the reliability checks are positive. the reliability coefficients are: learning structure and vocabulary (r = .85), speaking (r = .77), listening (r = .83), reading (r = .67), and asking for clarification (r = .79) (paige, cohen & shively, 2004) a reliability check for this present study was also conducted. the results showed that the total reliability is very high (r = .925). further, while the reliability coefficients were over .7 for listening (r=.79), speaking (r=.78), reading (r=.78) and writing (r=.75), the reliability coefficients were lower than .7 for vocabulary (r=58) and translation (r=55). data for this study was collected in two phases. first, 147 students responded to the 76 items on the scale. then, a focus group interview was conducted with a random sub-sample of four students. these participants were randomly selected from volunteers who were studying at different departments to maximize differences among the participants. six interview questions were pre-determined and directed to the students after they took the survey. the questions related to the strategies used in learning every language skill and their individual experiences. the students discussed their perceptions about strategy use. the interview was conducted in turkish to maximize participant responses. the interviews were voice recorded and then transcribed. data analysis and interpretation a series of descriptive statistical analyses (e.g. the mean and standard deviation) were performed over the quantitative data. the purpose of conducting these statistical analyses was to determine which lls were most frequently used. a coding and classifying approach (gay, mills & airasian, 2009) was used for the qualitative data analysis. first, the student responses determined to be pertinent to the research questions were arranged together. they were categorized, and then analyzed according to recurring themes (huang, cunningham, & finn, 2010). in terms of the focus groups, the interviews were conducted with the subsample of four interviewees in turkish. first, the voice-recorded interviews were transcribed. then, the researcher translated the students’ responses from turkish to english. the aim of conducting the interview in the learners’ native foreign language learning strategies han 87 no. 11 (july december 2015) no. 11 (july december 2015) language (e.g. turkish) was to encourage more detailed responses. finally, the analysis was made based on recurring themes following gay, mills and airasian’s (2009) coding and classifying approach. these analyses were used to answer the following research question: how do the students perceive of their strategy use in learning english-as-a-foreign language? results the quantitative results are presented first, followed by the qualitative results. the quantitative analyses included descriptive statistics (e.g. mean and standard deviations of strategy use for each skill). the tables provide the descriptive statistics for the data obtained from responses used in the analysis. finally, the analysis of the focus group interview is presented. quantitative data analysis the quantitative data was used to answer the following research question: what are the strategies students frequently use in learning and practicing each language skill (e.g. speaking, listening, reading, writing, vocabulary and grammar)? foreign language learning strategies han 88 no. 11 (july december 2015) no. 11 (july december 2015) table 2. descriptive statistics for listening strategies if the statement really describes you if the statement isn’t like you if the statement is somewhat you like general mean general s.d. f % f % f % mean sd. what i do to listen more… -781 .0825 1. i listen to the radio in the language. 45 30.6 44 29.9 58 39.5 ,904* 0,84 2. i watch tv shows in the language. 46 31.3 35 23.8 66 44.9 ,789 0,87 3. i go to movies that use the language. 43 29.3 41 27.9 63 42.9 ,850 0,84 4. i listen to the language if i am in a or go see movies in the language. 54 36.7 29 19.7 64 43.5 ,762 0,90 5. if i hear people speaking the language, i listen 47 32.0 41 27.9 59 40.1 ,878 0,85 what i do to understand sounds 6. i find sounds in the language that are like sounds in english. 41 27.9 38 25.9 68 46.3 ,796 0,84 7. i try to remember unfamiliar sounds i hear. 49 33.3 27 18.4 71 48.3 ,701 0,89 8. i ask the person to repeat the new sound. 41 27.9 24 16.3 82 55.8 ,606 0,87 9. i listen to the rise and fall of sounds (the music of the language). 56 38.1 25 17 66 44.9 ,721 0,91 what i do to understand what i hear 10. i listen for the important words. 48 32.7 44 29.9 55 37.4 ,925* 0,84 11. i listen for what seems interesting. 49 33.3 25 17 73 49.7 ,674 0,90 12. i listen for words that are repeated. 43 29.3 32 21.8 72 49 ,728 0,87 what i do if i still don’t understand what someone says: 13. i ask the person to repeat. 43 29.3 42 28.6 62 42.2 ,864 0,84 14. i ask the person to slow down. 44 29.9 35 23.8 68 46.3 ,776 0,86 15. i ask a question. 48 32.7 30 20.4 69 46.9 ,735 0,88 16. i guess the meaning from the person’s tone (such as angry or happy). 48 32.7 35 23.8 64 43.5 ,803 0,87 17. i guess the meaning from how the person moves or stands. 52 35.4 32 21.8 63 42.9 ,789 0,88 18. i guess the meaning from what i heard before. 55 37.3 28 19 64 43.5 ,755 0,90 foreign language learning strategies han 89 no. 11 (july december 2015) no. 11 (july december 2015) table 2 provides the detailed descriptive statistics for the responses given for the listening strategy category. both the mean and standard deviations are very similar across each strategy item, indicating that students employ similar listening strategies. the mean scores are close to 1.0, indicating that the students use these listening strategies to some extent. the standard deviations are slightly below 1.0, indicating that the students employ similar listening strategies. further, item #1 and item #10 received higher mean scores, indicating that the students mostly listen to the radio and pay attention to important words when listening. table 3. descriptive statistics for vocabulary strategies if the statement really describes you if the statement isn’t like you if the statement is somewhat you like general mean general s.d what i do to memorize new words f % f % f % mean sd .704 .0582 19. i group the words by type (e.g.. nouns. verbs. adjectives). 54 36.7 28 19 64 43.5 ,748 .89968 20. i match the sound of the new word with the sound of a word i know. 42 28.6 25 17 80 54.4 ,626 .87655 21. i use rhymes to remember new words. 58 39.5 25 17 64 43.5 ,735 .91320 22. i make a picture of new words in my mind. 56 38.1 21 14.3 70 47.6 ,667 .92406 23. i write the new word in a sentence. 44 29.9 32 21.8 71 48.3 ,735 .86816 24. i write the new word on a card. 36 24.5 36 24.5 75 51 ,735 .83030 25. i go over new words several times at first. 47 32 22 15 78 53.1 ,619 .90077 26. later i go to remind myself about words i learned earlier 43 29.3 35 23.8 69 46.9 ,769 .85769 table 3 provides the detailed descriptive statistics for the responses given for vocabulary strategy use. both the mean and standard deviations are very similar across strategy items, indicating that each student employs similar vocabulary strategies. the mean scores are approximately 1.0, indicating that the students use these vocabulary strategies mentioned above in the table. again, the standard deviations are slightly below 1.0, indicating that the students employ very similar vocabulary strategies. foreign language learning strategies han 90 no. 11 (july december 2015) no. 11 (july december 2015) table 4. descriptive statistics for speaking strategies if the statement really describes you if the statement isn’t like you if the statement is somewhat you like general mean general s.d f % f % f % mean sd .761 .0630 what i do to practice speaking 27. i make the sounds of the language until i can say them well. 57 38.8 27 18.4 63 42.9 ,755 .90567 28. i imitate the way native speakers talk. 56 38.1 35 23.8 56 38.1 ,857 .87586 29. i say new expressions over to myself. 48 32.7 32 21.8 67 45.6 ,762 .87798 30. i practice using new grammar forms when i talk. 52 35.4 29 19.7 66 44.9 ,748 .89392 what i do to talk with other people: 31. i start conversations. 53 36.1 25 17 69 46.9 ,701 .90757 32. i change the subject if i don’t have the words i need. 53 36.1 26 17.7 68 46.3 ,714 .90459 33. i plan what i am going to say. 55 37.4 28 19 64 43.5 ,755 .90072 34. i ask the other person to correct me when i talk. 57 38.8 33 22.4 57 38.8 ,837 .88364 when i can’t think of a word or phrase i want to say: 35. i ask the person to help me. 49 33.3 30 20.4 68 46.3 ,741 .88575 36. i try to say it a different way. 49 33.3 29 19.7 69 46.9 ,728 .88858 37. i use words from my own language. 50 34 29 19.7 68 46.3 ,735 .89057 38. i use words from my own language, but utter them with sounds from the new language. 51 34.7 24 16.3 72 49 ,674 .90660 39. i move my hands or body so the person will understand me. 51 34.7 40 27.2 56 38.1 ,891 .85540 table 4 provides the detailed descriptive statistics for the responses given for speaking strategy use. both the mean and standard deviations are very similar across strategy items, indicating that students employ similar speaking strategies. the mean scores are somewhat near 1.0, indicating that the students use above mentioned speaking strategies. again, the standard deviations are slightly below 1.0, indicating that the students employ very similar speaking strategies. foreign language learning strategies han 91 no. 11 (july december 2015) no. 11 (july december 2015) table 5. descriptive statistics for reading strategies if the statement really describes you if the statement isn’t like you if the statement is somewhat you like general mean general s.d f % f % f % mean sd .763 .0830 what i do to read more 40. i read a lot in the language. 52 35.4 28 19 67 45.6 ,735 .89699 41. i read for fun in the language. 49 33.3 26 17.7 72 49 ,688 .89673 42. i find things to read that interest me. 51 34.7 35 23.8 61 41.5 ,823 .87319 43. i look for things to read that are not too hard 57 38.8 24 16.3 66 44.9 ,714 .91580 what i do to understand what i read 44. i skim over a reading to get the main idea. 56 38.1 38 25.9 53 36.1 ,898 .86380 45. i look for important facts. 64 43.5 25 17 57 39.5 ,850 1.230* 46. i read things more than once. 54 36.7 31 21.1 62 42.2 ,789 .88968 47. i look at the pictures and what is under the pictures. 54 36.7 30 20.4 63 42.9 ,776 .89308 48. i look at the headings. 40 27.2 35 23.8 72 49 ,748 .84818 49. i think about what will come next in the reading. 49 33.3 16 10.9 82 55.8 ,551 .92006 50. i stop to think about what i just read. 51 34.7 29 19.7 67 45.6 ,742 .89235 51. i underline parts that seem important. 48 32.7 27 18.4 72 49 ,694 .89167 52. i mark the reading in different colors to help me understand. 51 34.7 29 19.7 67 45.6 ,741 .89235 53. i check to see how much i understood. 80 54.4 24 16.3 43 29.3 ,871 .88243 what i do when i don’t understand what i read 54. i guess the meaning by using clues from other parts of the passage. 55 37.4 31 21.1 61 41.5 ,796 .89042 55. i use a dictionary to find the meaning. 48 32.7 34 23.1 65 44.2 ,789 .87207 table 5 provides the detailed descriptive statistics for the responses given for reading strategy use. both the mean and standard deviations are very similar across strategy items, indicating that students employ similar reading strategies. the mean scores are somewhat near 1.0, indicating that the students use the above mentioned reading strategies. again, with the exception of item foreign language learning strategies han 92 no. 11 (july december 2015) no. 11 (july december 2015) #45, standard deviations are slightly below 1.0, indicating that the students employ very similar reading strategies and differ only in looking for facts to understand what they have read. table 6. descriptive statistics for writing strategies if the statement really describes you if the statement isn’t like you if the statement is somewhat you like general mean general s.d f % f % f % mean sd .791 .0816 what i do to write more 56. if the alphabet is different. i practice writing it. 62 42.2 44 29.9 41 27.9 1,020* .82761 57. i take class notes in the language. 58 39.5 27 18.4 62 42.2 ,762 .90619 58. i get write other notes in the language. 57 38.8 26 17.7 64 43.5 ,742 .90911 59. i write letters to other people in the language. 44 29.9 36 24.5 67 45.6 ,789 .85769 60. i write papers in the language 56 38.1 26 17.7 65 44.2 ,735 .90829 what i do to write better 61. i plan what i am going to write. 48 32.7 43 29.3 56 38.1 ,912 .84223 62. i use a dictionary or glossary. 46 31.3 36 24.5 65 44.2 ,803 .86224 63. i read what i wrote to see if it is good. 52 35.4 34 23.1 61 41.5 ,816 .87761 64. i ask someone to correct my writing. 57 38.8 30 20.4 60 40.8 ,796 .89496 65. i rewrite what i wrote to make it better. 45 30.6 27 28.4 75 51 ,674 .88317 66. i use the spell checker on the computer. 52 35.4 27 18.4 68 46.3 ,721 .89999 67. i use the grammar checker on the computer. 48 32.7 34 23.1 65 44.2 ,789 .87207 what i do if i cannot think of a word or phrase i want to write 68. i ask someone for the word or phrase i need. 57 38.8 33 22.4 57 38.8 ,837 .88364 69. i try to say it in a different way. 58 39.5 25 17 64 43.5 ,735 .91320 70. i use words from my own language. 53 36.1 29 19.7 65 44.2 ,755 .89527 71. i use words from my own language but add new endings to those words. 57 38.8 28 19 62 42.2 ,769 .90217 foreign language learning strategies han 93 no. 11 (july december 2015) no. 11 (july december 2015) table 6 provides the detailed descriptive statistics for the responses given for writing strategies. both the mean and standard deviations are very similar across strategy items, indicating that students employ similar reading strategies. the mean scores are somewhat near 1.0, indicating that students use the above mentioned reading strategies. again, standard deviations are slightly below 1.0, indicating that students employ very similar reading strategies. the mean score is over 1.0 for the item #56, indicating that they mostly prefer practicing writing the alphabet when they know it is different. table 7. descriptive statistics for translation strategies if the statement really describes you if the statement isn’t like you if the statement is somewhat you like general mean general s.d. f % f % f % mean sd .871 .0545 what i do when i translate 72. i plan what i want to say or write in my language and then translate it into the new language. 47 32 40 27.2 60 40.8 ,864 .85147 73. i translate when reading to make sure i understand it. 51 34.7 34 23.1 55 37.4 ,809 .87655 74. while i am listening to someone, i translate parts of what they say into my own language to remember it. 58 39.5 34 23.1 55 37.4 ,857 .87952 what i do to think in the new language 75. i put my language out of my mind. 50 40.1 34 23.1 54 36.7 ,864 .87909 76. i try to understand without translating. 57 38.8 42 28.6 48 32.7 ,959 .84582 table 7 provides the detailed descriptive statistics for the responses given for translation strategies. both the mean and standard deviations are very similar across strategy items, indicating that each student employs similar translation strategies. the mean scores are somewhat near 1.0, indicating that the students use these above mentioned translation strategies. again, standard deviations are slightly below 1.0, indicating that students employ very similar translation strategies. briefly, the results are quite similar for all strategies. although the descriptive statistical results suggest that the students use the above 76 language lls similarly to some extent, they do not apply all these strategies with the same frequency. foreign language learning strategies han 94 no. 11 (july december 2015) no. 11 (july december 2015) qualitative data analysis regarding the profile of the participants in the focus groups, student b and student d were mechanical engineering majors, student a was a mechatronic/mechanical engineering major, and student c was a computer/ software engineering major. when asked about their self-assessment of their l2 levels, the four students expressed that they had an intermediate level of english proficiency. the analysis of the students’ preferences on speaking skills indicated that they emphasized appropriate vocabulary choice and pronunciation. i try to pronounce words accurately and clearly. [student a] first i check the meanings of words and then try to speaking using these words. [student b] generally i watch films and find words that i do not know. then, i try to speak. [student c] i generally try to pronounce words accurately. [student d] the students mostly reported that they try to understand spoken language using their lexicon and well-known words. a student emphasized that pronunciation is a clue to understand what is heard. i try to understand the whole speech departing from the meanings of each word that i know on the subject. [student a] i try to solve pronunciations. [student b] i learn new words and then try again to understand. [student c] i try to understand depending on the meaning of words that i know. [student d] for reading comprehension, the students mostly prefer to employ a bottom-up strategy. in other words, they first focus on each word that they are acquainted with and then relate word meanings with each other based on the text context. a student reported that he/she first attempts to use a dictionary to find the meaning of unknown or new words and then reads the text a few times. i try to understand a text depending on the meaning of words that i know. [student a] i select words then relate them with the whole text to understand it. [student b] i find the meanings of words that i do not know well. then, i try to understand the text by reading it repeatedly. [student c] foreign language learning strategies han 95 no. 11 (july december 2015) no. 11 (july december 2015) i depart from the meanings of each word to understand a text. [student d] regarding writing skills, the students mostly prefer to employ prewriting strategies and attempt to find the meanings of new words. they then construct messages into sentences before writing. first i imagine, then i carefully try to construct sentences using basic vocabulary based on my proficiency level. [student a] i use vocabulary strategically. [student b] first i design what i am going to write then try to write. [student c] first i find vocabulary that i do not know and then i focus on messages conveyed with sentences. [student d] when it comes to the challenges they experience for each skill, student b and student d reported that the most challenging skill is pronouncing words correctly. they try to cope with this through repeated practice. student a reported that vocabulary retention poses a challenge for him/her and to overcome this sort of problem he/she prefers to learn vocabulary using sentences in context and using visual aids. i forget the meanings of words that i learnt earlier, therefore i prefer to learn words using them in sentences and with visual aids rather than writing. [student a] i experience challenges with pronunciation yet i cannot do anything. [student b] while learning english i experience challenges in speaking and writing; so, i watch films and read books in english. [student c] i face difficulty in pronunciation, so i usually do exercises and revisions but i do not think that they are effective. [student d] their opinions regarding how english should be learnt and taught are diverse. student a states that using english in daily life may impact learning. teachers should consider students’ proficiency levels and help students to lean new vocabulary rather than teaching them only grammar. student b emphasizes that teachers should avoid revisions. student c gives utmost importance to speaking. student d believes that teaching the same things repeatedly does not improve student language skills. i think that we should place english in many aspects of our lives; as a result, we will encounter them continuously and then we would learn permanently. while teaching english, teachers should consider students’ proficiency levels and help them to learn new vocabulary rather than grammar. [student a] foreign language learning strategies han 96 no. 11 (july december 2015) no. 11 (july december 2015) while teaching english, revisions should be avoided. [student b] while teaching english, i think students should be helped to speak frequently. [student c] while teaching english, there is a monotonous situation and therefore i do not think that such a teaching will not contribute to learning. [student d] briefly, although the students mostly use language learning strategies, they employ various strategies for different language skills. for speaking, they place emphasis on appropriate vocabulary choice and pronunciation. for writing skills, they mostly employ pre-writing strategies and attempt to find meanings of new words rather than construct messages in sentences before writing. further, they have reported that vocabulary retention and pronunciation are the most challenging skills, and they follow rote-learning tactics for accuracy (e.g. repeating until remember). they try to cope with these problems by employing different strategies. also, they suggest that language learning and teaching should be aligned with the students’ learning styles and their learning preferences. conclusion the quantitative data analysis suggests that the engineering students employ various strategies in learning different language skills. the qualitative data analyses explained their strategy use. first, interview data analyses showed that pronunciation was both the most challenging and important skill. when speaking and listening in english, the students give importance to pronunciation strategies. further, to be competent in pronunciation, practicing is perceived as a good strategy for accuracy. second, the students also considered vocabulary to be a challenging skill and a key factor in reading, listening, and writing skills. appropriate vocabulary choice is reported to be a good strategy for speaking skills. further, they also reported that they could understand spoken language better depending on the number of the words they knew in what they heard. to understand a written text, the students mostly began by focusing on each word they knew and then guessed the meanings of unfamiliar words based on context. interestingly, the students related their ideas on language learning and teaching with their strategy use. that is, they mostly aligned their strategy use with their expectations regarding language learning and teaching. as such, they believed that using language skills in real-life contexts may be effective. further, vocabulary was believed to be more important than grammar. finally, they believed that revisions regarding grammar were not good for language learning progress. foreign language learning strategies han 97 no. 11 (july december 2015) no. 11 (july december 2015) there are two major limitations that need to be acknowledged and addressed regarding this study. first, scant interview data might have limited the qualitative results of the study. instead, more sophisticated qualitative methods could be used in data collection. for example, concurrent data could be collected through think-aloud protocols to provide deeper evidence of what students think while employing strategies. several strategy studies have used this data collection procedure (e.g. alhaisoni, 2012; ohly, 2007). additionally, observations may be a viable alternative to interviews. second, this study collected data only from engineering students. participants from different fields and from different educational levels in the stem context may lead to different results. in light of the above limitations, the following suggestions are proposed. first, identifying strategies and providing strategy training can foster interlanguage development indirectly (ellis, 1997). the engineering students in this study reported that vocabulary was both of paramount importance in reading, listening, and writing, was a challenging skill as well. vocabulary strategy training can be implemented within teaching programs. this suggestion is supported by previous research (e.g. demirel, 2012). as reported by ellis (1997). the results of the research on training on strategies and vocabulary learning suggested that different ways of meaning associations with new words or linking l1 words to a “mental image” that encompasses the meaning of l2 words can contribute to retention and recall. other research has also suggested that training teachers to teach students language learning strategies would contribute to students’ development (demirel, 2012). training students to use strategies plays an important role in fostering learner autonomy; learners become more autonomous as they take responsibility of their own learning (ellis, 2007). second, the qualitative data of this study did not show any sign of students’ awareness of the positive impact of strategy use on their language development. an earlier study found that engineering students are not well aware of the benefits of using lls in learning english (patil & karekatti, 2012) even though another study indicated that students believe that strategy use has positive effects on language learning (cheng, xu& ma, 2007). there are still contradictions among the results of studies. some research has suggested that effective lls training should be applied explicitly, integrated into regular class work activities (e.g. chamot, 2004). therefore, explicit strategy use training could be applied in stem education contexts. overall, from the perspective of educational practice, this paper provides new experimental data on the topic. the research results might be included in the materials for teachers’ continuing professional development programs and might be taken into account within foreign language course planning foreign language learning strategies han 98 no. 11 (july december 2015) no. 11 (july december 2015) procedure as far as stem education is concerned. finally, comparing students’ efl proficiency levels and strategy use based on gender is not within the scope of this study. further research should include participants with varying efl proficiency levels from different fields of stem education. acknowledgements i would like to thank gist’s editorial team, especially josephine taylor, for their critical comments on this manuscript. also, i would like to thank to my ma student, fırat keskin, who helped me while preparing the data. foreign language learning strategies han 99 no. 11 (july december 2015) no. 11 (july december 2015) references alhaisoni, e. 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(1990). strategies of unsuccessful language learners. tesol quarterly, 24(2), 223-234.http://dx.doi.org/10.2307/35868980 author * turgay han is assistant professor at the department of english language and literature, kafkas university, turkey. his areas of research center on esol learning and teaching, and efl measurement and assessment issues. foreign language learning strategies 51 using the seminar format to explore pre-service teachers’ argumentative abilities in english as a foreign language1 el uso del seminario socrático como formato para explorar las habilidades argumentativas de futuros docentes de inglés como lengua extranjera pelusa orellana2* universidad de los andes, chile abstract the current study describes the introduction of seminar discussions in a literature course to track students’ growth in argument production across the semester. sixteen students enrolled in a required teacher education course were asked to plan and facilitate a 50-minute seminar discussion on a literary text, following the paideia seminar protocol. the course was taught in english, although the students’ first language was spanish. over the course of the semester, i monitored students’ progress in developing evidence-based coherent arguments and counterarguments. pre-service teachers not only gained expertise as seminar facilitators, but their oral and written responses to seminar issues revealed an increase in more elaborated arguments, use of textual references, counterargument production, and overall sophisticated thinking. keywords: argumentation, teacher education, socratic dialogue, preservice teachers 1 received: dec. 15, 2014 / accepted: april 13, 2015 2 porellan@uandes.cl gist education and learning research journal. issn 1692-5777. no. 10, (january june) 2015. pp. 51-73. design and implementation of an in-service efl model no. 10 (january june 2015) no. 10 (january june 2015) 52 resumen este estudio describe el uso de discusiones socráticas en un curso de literatura en pregrado para hacer un seguimiento a la producción argumentativa de los estudiantes durante el semestre. participaron dieciséis estudiantes de un programa de formación docente, quienes planificaron y lideraron un seminario de discusión de 50 minutos sobre un texto literario siguiendo el formato del seminario paideia. aunque la lengua materna de los estudiantes era el español, el curso de dictó en inglés. durante el curso, se monitoreó el progreso de los estudiantes en relación al desarrollo de argumentos y contraargumentos coherentes. los estudiantes no solo adquirieron experiencia como facilitadores del seminario sino que sus respuestas verbales y escritas a las temáticas discutidas revelaron un aumento en la habilidad para elaborar argumentos más elaborados, uso de referencias textuales, contraargumentos y una reflexión general más sofisticada. palabras clave: argumentación, formación docente, discusión socrática, docentes en formación resumo este estudo descreve o uso de discussões socráticas em um curso de literatura em graduação para fazer um seguimento à produção argumentativa dos estudantes durante o semestre. participaram dezesseis estudantes de um programa de formação docente, os quais planejaram e lideraram um seminário de discussão de 50 minutos sobre um texto literário seguindo o formato do seminário paideia. mesmo que a língua materna dos estudantes fosse o espanhol, o curso de foi ditado em inglês. durante o curso, monitorou-se o progresso dos estudantes em relação ao desenvolvimento de argumentos e contra-argumentos coerentes. os estudantes não só adquiriram experiência como facilitadores do seminário senão que suas respostas verbais e escritas em quanto às temáticas discutidas revelaram um aumento na habilidade para elaborar argumentos mais elaborados, uso de referências textuais, contra-argumentos e uma reflexão geral mais sofisticada. palavras chave: argumentação, formação docente, discussão socrática, docentes em formação using the seminar format orellana no. 10 (january june 2015) no. 10 (january june 2015) 53 introduction argumentation has become a topic of growing interest among researchers over the past 30 years, and a much desired educational objective (van eemeren, grootendorst & snoeck, 1996). students who are able to develop higher cognitive abilities are more likely to perform better in school, pursue secondary education, and have access to better job opportunities (kuhn and udell, 2003; mercer, 2011). recent research has also shown that argumentative abilities can and must be taught. students’ acquisition of these skills is strongly dependent on having opportunities to practice argumentation (gillies & khan, 2009), and on having teachers who model the use of good arguments in the classroom (simon, erduran, and osborne, 2002). however, recent assessments and reports have highlighted the difficulties students show in both identifying and producing arguments (kim, anderson, nguyen-jahiel, & archodidiou, 2007; means & voss, 1996, reznitskaya, anderson, & kuo, 2007). this difficulty has been attributed to the lack of authentic discussion contexts in which students can use argumentative skills. it has been observed that many discussion contexts continue to exhibit traditional recitation formats where no open-ended questions trigger argument production. the absence of actual systematic instruction, scaffolding, and modeling of effective argument construction prevents students from gaining the necessary competences to effectively engage in argumentation (kuhn & udell, 2003; lin, 2012; rojas-drummond & mercer, 2003). research evidence has also pointed out that explicit teaching and monitoring of argumentation skills takes place in late middle school and high school, and is often not addressed in the elementary grades (lazarou, 2009; kuhn, 2011). for example, it has been demonstrated that children can make an opinion and provide reasons for it quite early in their school lives (mccann, 1989), and can provide reasons to back up arguments at around fourth or fifth grade (ferretti, lewis, & andrews-weckerly, 2009). more complex argument-related abilities, such as developing counterarguments may be more challenging and should probably be incorporated later in the curriculum (leitao, 2003; nussbaum & kardash, 2005). we also know from research that teachers tend to replicate instructional practices they were exposed to as students (darlinghammond, 2006). therefore pre-service teachers, who never experienced authentic discussion or explicit argument-building strategies, seldom implement these practices in their own classrooms. the responsibility of ensuring that pre-service teachers develop these abilities and put them to practice is left to teacher education programs, using the seminar format orellana no. 10 (january june 2015) no. 10 (january june 2015) 54 particularly in the area of content knowledge and general pedagogical knowledge (shulman, 1986). one way to make pre-service teachers aware of the need to assist students in acquiring these strategies is creating instances in which they learn to observe and engage in quality arguments, ask questions that trigger discussion and reasoning while at the same time scaffold argument production. seminar discussions are a suitable context for future teachers to engage in argumentation, to understand how to use discussions that foster reflection and divergent thinking, and for instructors to assess the quality of arguments. literature review argumentation and dialogic discussion interest on argumentation stems from the belief that social interaction is the basis for individual thinking (reznitskaya, anderson, mcnurlen, nguyen-jahiel, archodidou, & kim, 2001; cazden, 1988), and from the fact that argumentation is inherently a human activity (voss & van dyke, 2001). proactive citizenship and social interaction are strongly linked to our ability to participate in discussions and debates about issues that affect our lives (walzer, 2004). such participation is enriched and becomes productive when we are capable of building sound and coherent arguments that rely on sensible data, and where argument components are feasible and well supported. an ample body of research indicates that student participation in discussion leads to better argumentation (reznitskaya et al, 2001; chinn, anderson, & waggoner, 2001; kim et al, 2007). it has also been observed that discussion settings facilitate the acquisition of more sophisticated argumentative strategies, as children tend to imitate certain argumentative practices they observe in other learners (anderson, nguyen-jahiel, mcnurlen, archodidou, kim, reznitskaya, tillmans, & gilbert, 2001; nussbaum, 2002; maloney & simon, 2006). unfortunately, dialogic discussion is far from being a habitual practice in many classroom settings (carbonaro & gamoran, 2002). for example, in a study where 48 high school social studies teachers were observed, nystrand, gamoran, and carbonaro (2001) found that up to 90% of total instruction time did not include any discussions. many claim that discussion has been left aside as a result of high-stakes testing requirements and reading programs in which teachers must follow a scripted routine, leaving no space for reflection on texts and their ideas (allington, 2002; noguera & cohen, 2006). on the other using the seminar format orellana no. 10 (january june 2015) no. 10 (january june 2015) 55 hand, teacher educators hold that there also seems to be a need for teachers to experience discussion as a way of teaching and as a way of learning, before they can actually feel confident about using it in their own classrooms (rojas-drummond & zaparta, 2004; pedrosa, silva, moreira, & watts, 2012). one would expect that dialogic discussion instances in the classroom be like windows into students’ thinking processes. such instances help students analyze a topic in a non-threatening environment, and engage in conversations that go beyond literal messages or commonly accepted opinions. researchers have identified the features that characterize such conversational contexts (e.g., nystrand, wu, gamoran, long, & zeiser, 2003; goldstein, crowell, & kuhn, 2009). among these features are: the use of open-ended questions as conversation starters, student control and choice over discussion topic and turn taking, and the complexity and ambiguity of the topic being discussed. examples of conversationrich and cognitively productive contexts are collaborative reasoning, paideia seminars, literature circles, and instructional conversations. a paideia seminar is “a collaborative, intellectual dialogue facilitated with openended questions about a text” (billings & roberts, 2006, p.1). in a paideia seminar, learners collectively explore an artifact (literary document, artwork, musical piece, and math or science problem) and through discussion come to a more elaborate understanding of its meaning. paideia seminars foster dialogue through more complex intellectual questions that often challenge students to go beyond literal meaning, and to build elaborate textual interpretations. active dialogic participation not only leads students to read with understanding and move beyond surface meaning, but most of all, it allows students to think for themselves rather than replicate scripted answers (haroutunian-gordon, 1991; nystrand, gamoran, kachur, & pendergast, 1997). in a paideia seminar, participation and topic control are less restricted, so students can tailor the discussion more freely, while at the same time maintain intellectual rigor by having to provide textual evidence or use prior knowledge as support for their arguments. similarly, in studies about the use of open-ended authentic questions (nystrand et al., 2003; chinn et al., 2001), researchers have observed that the overall quality of discourse increases when teachers use openended questions to guide discussion. theoretically, the frequent use of challenging questions in paideia seminars should increment the production of high quality argumentation because they refer to ambiguous issues, address complex ideas in the text, and often require participants to face them from more than one perspective. when teachers use challenging open-ended questions, using the seminar format orellana no. 10 (january june 2015) no. 10 (january june 2015) 56 it is more likely that divergence of ideas should emerge. it is also more likely that, because not everyone agrees on a given aspect, more complex arguments and counterarguments are created. it seems reasonable to believe that, if the above-mentioned conditions occur in paideia seminars, they should facilitate the development of high quality argumentation. the maieutic frame as a tool to assess argument quantity and quality the maieutic frame is a construct that i have created to describe the structure of the kind of talk that happens when students discuss texts guided by open-ended questions. the maieutic frame outlines the components within a portion of discourse occurring within a paideia seminar discussion. it allows us to divide a seminar discourse transcript into sections that contain those elements that make seminar dialogue maieutic. the notion of maieuticness derives from the socratic idea of using dialogue, and particularly questions, to assist learners in bringing out meaning and understanding. i have borrowed the concept from the socratic method, which is, precisely, maieutic in nature. given that this is a new construct, existing research on classroom discussions about texts can provide a framework that can help us understand the importance of maieutic frames, particularly with regard to how it relates to argumentation. i have also relied on the theory and research about discussion in general because paideia seminars are one form of classroom discussion. although classroom talk and discussions tend to be one of the most widely used pedagogical tools, not all discussions are instances of argument creation. the kinds of conversations that foster argumentation are usually built around open-ended questions that demand the use of textual or external references, and that lead students to interpret and explain ideas using their prior knowledge and experience. these argument-rich conversations exhibit inductive and exploratory talk in which participation is open and not structured by the teacher. what researchers have found out about the associations between classroom discussion and quantity and quality of argumentation is, largely, very similar to what maieutic frames are made of, and to what happens in a paideia seminar. these findings can therefore contribute to interpreting and understanding maieutic frame presence in paideia seminars. maieutic frames make the structure of the kind of talk that unfolds in a paideia seminar visible. in a way, maieutic frames can be a window into students’ thinking, because they allow us to observe how maieutic using the seminar format orellana no. 10 (january june 2015) no. 10 (january june 2015) 57 moments occur, in which students, with the adequate scaffold, can make meaning independently. if such maieutic moments emerge, students will have constructed their own understandings of the text without replicating the teacher’s or the author’s words. a maieutic frame identifies the elements of a seminar that provide the necessary scaffolding for students to construct arguments as they examine a text. for example, maieutic frames may reveal the extent to which students use textual references to explain or interpret a text, or the extent to which prior knowledge is used to make meaning, or understand ideas. similarly, a maieutic frame may show what triggers divergent thinking or new understanding, how disagreements about interpretations are solved or unsolved, or which questions trigger more argumentation building, and which ones do not. by looking at the ways in which maieutic frames unfold, teachers might plan seminars that facilitate the emergence of maieutic moments in which participants, referencing the text and relying on their knowledge and experience, can acquire an enriched understanding collaboratively. knowing which aspects of the seminar to target, teachers can develop challenging questions that will gauge discussion in such a way that dialogue will be divergent and argumentative. methodology research design the study uses using both qualitative and quantitative data and attemps to answer the following questions: 1) is the degree of maieutic frame present associated with quantity and quality of argumentation in a paideia seminar? and 2) as students gain more expertise in paideia seminar facilitation and participation, is there an increase in the quantity and quality of their arguments? context and participants sixteen female pre-service teachers enrolled in a literature course participated in the study. the course is a requirement of the bilingual elementary teaching program at a chilean university. the students’ level of english is intermediate. the course is designed for students to understand the structure of narrative fiction, and to develop critical understandings of various narrative works. for the study, each participant was asked to choose one of the selected readings, to plan and facilitate a 50-minute paideia seminar. pre-service teachers were using the seminar format orellana no. 10 (january june 2015) no. 10 (january june 2015) 58 already familiar with seminar discussions as participants, but not as facilitators, so i taught and modeled seminar planning and facilitation. participants were asked to complete a standard seminar plan format, and i provided feedback on their seminar questions prior to facilitation, as well as immediately following the seminar discussion. at the end of the semester, students were asked to assess the discussions in terms of its impact on their learning and as a teaching strategy to be used by them later as in-service teachers. data collection instruments data consisted of six audio files from six seminar discussion sessions held at different points in time during the semester. it also included individual students’ seminar plans, and seminar mapping for each session. i made sure that the samples represented different moments in time, so as to track the improvement of argumentation throughout the semester. two of the samples correspond to seminars held at the beginning of the course, two were held towards the middle of the semester, and two at the end. discussion texts are a core component of successful paideia seminars. a good text is usually ambiguous and challenging both in terms of content and language. quality literary texts can foster argumentation and dialogic reasoning if they deal with issues that are of participants’ interest, and if these ideas are presented from multiple perspectives. in terms of ideas and values (adler, 1998), the selected short stories deal with the topics of love, human relationships, making choices, and maturity, all of which are typically relevant to young adults. language complexity and richness can also foster argumentation, as it allows for multiple interpretations and connotations. these criteria were used in the selection of the stories that students were required to read and discuss in the current study, with the exception of the greek myth cupid and psyche, which is an anonymous, so the version is an adaptation. data analysis and interpretation transcripts were parsed into statements as units of analysis (whaley, 1981). to determine where each transcript began, i decided that the first statement in the transcript would be the facilitator’s first opening question. the last statement on each transcript was the statement prior to the facilitator’s prompt to close the seminar discussion, or the instructions given to students for their post-seminar activity. using the seminar format orellana no. 10 (january june 2015) no. 10 (january june 2015) 59 coding of maieutic frames. the first step in the coding process was to identify the first open-ended question in the transcript, to signal the beginning of a maieutic frame. questions had to a) initiate a discussion, b) set the stage for topic exploration from various viewpoints, c) have more than one right answer, or, d) add rigor to the discussion. these open-ended questions were labeled “maieutic questions.” next, i examined every statement between each maieutic question, and coded it for the other two maieutic features: 1) elaboration of ideas and 2) inductive and exploratory talk. evidence of elaboration of ideas might include the presence of a. textual references (tr), b. connection across texts (ct), or c. elaboration using prior knowledge or experience (pk). evidence of inductive and exploratory talk included one or more of the following: a. interpretation (in), b. explanation (ex), c. diverging idea (di) or d. new understanding (nu). after statements were coded, i identified the end of a maieutic frame, which was signaled by either a new open-ended question, a change in the discussion topic, or a drastic change in participation structure; for example, if participants who had not spoken before entered the discussion (stubbs, 1983). to be considered a maieutic frame, a frame had to include: 1. an open-ended maieutic question that triggered the discussion, 2. at least one indication of elaboration of ideas (at least one tr, ct, or pk), and 3. at least one evidence of inductive and/or exploratory talk (at least one in, ex, di, or nu). figure 1 summarizes the above-mentioned components. figure 1. components of a maieutic frame. using the seminar format orellana no. 10 (january june 2015) no. 10 (january june 2015) 60 once maieutic frames were identified, they were numbered on a coding sheet. the same procedures were conducted for each transcript. in four of the six seminar transcripts i identified nine maieutic frames, whereas two of the transcripts contained ten frames. the average of frames per transcript is 9.33. coding of argumentation. each transcript was also coded for presence of argumentation. first, i examined every statement in the protocol to determine which ones were claims for possible arguments. a claim could be an assertion, the establishment of a fact, a proposition, or something that the speaker wanted to prove. second, i examined the statements following the claim and coded them as either “data,” “warrant,” “backing,” “qualifier,” “rebuttal,” or null (ø) if they did not fall into any of the categories. a statement was considered data and coded as such if it provided information, facts, or grounds to support the claim (toulmin, 1958). a statement was coded as “warrant” if it functioned as a link between the claim and the data. warrants are hypothetical statements that asserted that there was a reasonable or logical relationship between the claim and the data (toulmin, 1958). a statement functioned as backing and was coded as such if it was an additional assurance to the warrant. a statement was coded as a qualifier if it established conditions under which the claim was supported by the data, or determined the relative strength of an argument. statements that function as qualifiers contain adverbs of degree such as generally, usually, seldom, probably, presumably, etc. finally, a statement was considered a rebuttal and was coded as such, if it was an objection to the claim, or if it presented circumstances under which the claim would not be held true. third, after all statements were coded, i determined the beginning and the end of an argument. the beginning of an argument was marked by the claim that started each argument in a transcript. the end of an argument was marked by a claim that brought about a new argument, i.e., a claim that introduced a new topic, or a rebuttal that initiated a new argument. an argument could also end with a concession of the claim—the acceptance of the argument’s feasibility. fourth, after arguments and their components were identified, they were numbered on the coding sheet. procedures 1 to 4 were conducted for each of the transcripts. coding of quality of argumentation. after each statement in an argument had been labeled according to its function in the discourse, i examined each argument and assigned each of them a quality level, using osborne, erduran, and simon’s (2004) analytical framework for using the seminar format orellana no. 10 (january june 2015) no. 10 (january june 2015) 61 assessing the quality of argumentation. the framework contains five quality levels based on the type and amount of argument components found in each argument. for example, an argument that contained a single claim and a counterclaim, with no additional grounds (data, warrants, backings), would be a level 1 argument in the framework by osborne et al., and would be labeled as such. on the other hand, an argument that contained more than one claim, several ground sources, and more than one rebuttal would be considered a level 5 argument and would be labeled as such. thus, each argument was labeled as level 1, 2, 3, 4, or 5, with 1 being the lowest quality level, and 5 being the highest quality level. table 1 illustrates the coding categories for argumentation. table 1. argumentation coding categories (adapted from osborne, erduran, & simon, 2002) level argument description 1 arguments containing one claim and one counter claim or two simple claims 2 arguments containing more than one claim plus data, warrants or backings, but no rebuttals 3 arguments containing several claims and counter claims with data, warrants or backings and one or more weak rebuttal 4 arguments containing a claim with a clearly identifiable rebuttal, and, but not necessarily, additional claims and counter claims 5 arguments which are extended and contain several rebuttals inter-coder reliabilities were acceptable for transcript parsing into statements, identification of maieutic frames in each transcript, as well as for number of arguments and their quality. on average, each transcript in the current study contained 3.75 arguments per 100 statements, ranging between 2.50 and 5.34 arguments per 100 statements. in terms of quality, the arguments were given an average of 2.70, with values ranging between 2.05 and 3.8. using the seminar format orellana no. 10 (january june 2015) no. 10 (january june 2015) 62 to examine the potential association between number of maieutic frames and quantity and quality of argumentation in each seminar transcript, correlational analyses were conducted. prior to that, data was examined using descriptive analyses. non-parametric correlations (spearman’s rho) were used to determine magnitude and direction of correlations. results as was previously mentioned, on average, seminars contained 9.33 maieutic frames in total, which means that there was, on average, .324 maieutic frames every 100 statements. on the other hand, the average number of arguments per 100 statements was 3.6, with values ranging between 2.50 and 5.34. in order to determine whether the variable distributions and relationships performed in expected ways, descriptive values were analyzed. table 2 displays the means, standard deviations, and values for the selected variables, for each of the six transcripts. table 2. descriptive statistics number of maieutic frames per 100 statements it would be expected that, if students had mastered seminar facilitation at more or less similar levels, and if seminars were of a similar time length, seminar transcripts would exhibit similar number of frames per statements. results show that the number of maieutic frames per 100 statements in the selected transcripts ranged between .32 and .38, with a difference of only .05, so in general, it could be inferred that the number of maieutic frames that emerged in each seminar was fairly similar, and thus transcripts are comparable. using the seminar format orellana no. 10 (january june 2015) no. 10 (january june 2015) 63 on the basis of previous transcript analyses (e.g., author, 2008), a second expectation would be that seminars about more complex texts would elicit more maieutic frames than those where language is less sophisticated and ideas are not as complex. this would be especially true of paideia seminars where authentic texts, such as philosophical or historical documents tend to facilitate the occurrence of cognitively productive talk among participants, because of linguistic sophistication and intellectual challenge (adler, 1984). of the six seminar texts (short stories), “hills like white elephants”, by ernest hemingway, “the secret miracle” by jorge luis borges, “the lady or the tiger?” by frank stockton, and “appointment with love” by s.i. kishor, are all original texts; that is, they are not adapted versions as would be the case of “jack and the beanstalk” and “cupid and psyche.” table 3 displays the selected transcripts, in the order in which they took place during the semester, and the values for each of the variables. it can be observed that, in terms of number of maieutic frames, the seminars with a higher number of frames and number of arguments are “the secret miracle” and “the lady or the tiger?” however, when one looks at argument quality, the highest quality can be observed in the transcripts from “appointment with love” and “the lady or the tiger?” in both cases, that is, seminars with the highest numbers of maieutic frames as well as with the highest argument quality levels, unabridged versions were more productive in terms of number of frames and argument quality. this finding ratifies adler’s belief that quality texts produce quality discussions (adler, 1984; author, 2008). table 3. selected variable distribution for each seminar transcript. associations beween degree of maieutic presence and degree of quantity and quality of argumentation in order to determine the potential associations between number of maieutic frames and quantity and quality of argumentation in each seminar transcript, non-parametric correlational analyses between the using the seminar format orellana no. 10 (january june 2015) no. 10 (january june 2015) 64 three variables were conducted, looking at the rank order of the scores in each variable. for number of maieutic frames per 100 statements and number of arguments per 100 statements the correlation was .873. a highly positive correlation was also observed between argument quality and number of arguments per 100 statements (.624), which seems to indicate that, as the number of arguments increases, so does the quality of such arguments. however, the correlation between argument quality and number of maieutic frames per 100 statements was only .285. post-hoc tests were conducted to confirm that test distribution was normal. to determine whether maieutic frame presence and increase in argument quality were related, we conducted correlational analyses. spearman correlations confirmed the assumption that seminars where more maieutic frames were observed also displayed more arguments per 100 statements, and that the quality of those arguments was of a higher degree than that of arguments in seminars with fewer maieutic frames. this positive relationship can be explored in more detail using examples of how argument quality unfolds in transcripts with more versus those with fewer maieutic frames. the analyses and interpretations allow us to state that presence of more maieutic frames in a seminar discussion is positively associated with increased amount of quantity and quality of argument development on the part of the students. we have also noticed that there also seems to be a positive correlation between text type and argument quantity and quality, and that certain text features, such as their degree of ambiguity and lexical complexity, seem to foster or hinder the rate at which these arguments emerge, as well as their quality. this finding has important implications for preand in-service teachers in terms of choosing more complex texts for classroom discussion, especially if the purpose is to set a terrain fit for the development of higher order thinking skills. the following excerpt from “the lady or the tiger?” is an example of a discussion containing more maieutic frames and more arguments per 100 statements, in which the quality of argumentation is also higher. the excerpts that will be used for the purposes of exemplifying argument quality (both high and low) are all part of one maieutic frame, in which 14 arguments were identified. the number in parentheses following each identified argument indicates the quality assigned to each argument. facilitator: what do you think about the king’s method of administering justice? using the seminar format orellana no. 10 (january june 2015) no. 10 (january june 2015) 65 student 1: i don’t think it was not, i’m not sure if the reading… if it was really clear or not, the trial itself, because how he conveyed it, how he said it, somewhere it said that it could never be wrong so we don’t really know, i mean, if it could never be wrong, then it must be fair. (3) student 2: and also, at that time in history it did’t say what time it was, but there was an arena, maybe people believed more in fate than we do nowadays, so they say it’s up to fate, so for nowadays maybe it’s not fair. so if he says so, he´d open the door. (4) student 3: nowadays i would say it’s not fair because it’s a matter of love, but in those days when people believed more in destiny and being predetermined about what was bound to happen in your life, i believe it was fair because, for them, what was bound to happen would happen. (4) in the previous excerpt, because the story does not provide much specific information regarding the historical and/or sociocultural context of the events, students rely on their knowledge of ways of life and beliefs that people who presumably lived in a semi barbaric period must have had. in this sense, they assume that fate or predetermination might have been a common belief, and that therefore, the characters may have accepted their luck on the basis of predetermination. on the basis of such premise, then, the kings’ ways of administering justice do not seem out of place. students also use textual references to support their views, and tend to agree that the king’s method of administering justice is fair given the context. here students have used their historical background knowledge to interpret the events in the story without getting into the moral dimensions of the dilemma, except for student 6 who later brings in the fact that the trial was not fair because the accused did not have a chance to defend himself: facilitator: i’d like to go back to what the people were saying about is it because it´s right that it’s fair? what do you think? student 4: i have one on the first page, it says, “this was the king’s semi barbaric method of administering justice its perfect fairness is obvious, because the criminal could not know…” student 4: so maybe like student 3 said, in those days, fate was very important, so they believed that the door that the thief would open would be the right one for his fate. (3) facilitator: so here we’re thinking fair equals fate, whatever fate says is fair, and therefore right? student 5: and also if it was wrong, it says that in its perfect fairness the person would not know which door is the one with the lady, so in that using the seminar format orellana no. 10 (january june 2015) no. 10 (january june 2015) 66 sense i think that it could be fair because the supposed criminal doesn´t have a way to cheat the jury. (4) student 4: and yes, then it says the decision of this criminal was not only fair; they, they were positively determined, the guilty person was instantly punished. and (if he was) innocent, he was rewarded of his fault. facilitator: hmm, and how do you think that the king demonstrated he’s a semi barbaric king? student 2: i was impressed by the way that either the idea or the author was to put this opposite of two extremes, like one extreme was to be eaten by a tiger and to die, right? and the other extreme was like happiness with a woman; that´s, i mean, because you may say, sadness or happiness could be on either door, but they compared the exchange and happiness with a woman, even if they were married, so i think that was barbaric also, maybe the personality was like extremist, and i would really think that if (inaudible) i don´t know if anybody else realized that. (5) student 2: and also they are extremes, but if you look at it, since it says in the text that even if the man was married or had children, he would have to marry the girl, so that may also be a punishment, so it’s not always a reward. (4) student 4: you were obliged to what he said, ‘cause nowadays if you, like, the prize you can use it, or if you don’t, you can return it, but if you win the woman you have to marry her, even if one of the two doesn’t want to. (4) the above excerpts are all examples of student reasoning supported by textual references, elaborating on each other’s thinking and extending talk as they explore ideas beyond the literal. it is possible to see that overall argument quality is high and that there is some evidence of looking at issues from more than one viewpoint. the next excerpt was taken from the discussion of “jack and the beanstalk”, the first seminar that the students engaged in. for comparison purposes, we have selected one maieutic frame, which illustrates weak argumentation quality: facilitator: several of you have said that he (jack) was ambitious as a characteristic, right? but, where exactly in the text do you, because, does the narrator really tell us that he was ambitious? all: no student 1: he repeatedly goes up the beanstalk to find more and more… student 1: …to steal things he goes back and then he goes again. it never says, maybe i don’t know he wants to get more money to help his family, using the seminar format orellana no. 10 (january june 2015) no. 10 (january june 2015) 67 or to get the things back from his father. it never gives a reason, so that’s why (2) student 2: all he says is that he´s got the bag of coins. it never says anything else, it never gives a reason, it just says that. (2) while it is true that the text does not literally say that jack was ambitious, in this discussion excerpt we can see students attempting to justify a character trait that is easily drawn from the story text. their choice of trait—ambition—does in fact characterize jack; yet, in trying to explain how this is true for the character, they move between speculation about text meaning, and hypothetical situations. students also tend to bend more towards rather “expected” interpretations of characters’ actions, such as stealing to feed jack’s mother, which prevent participants from moving beyond the text. this conversation feature is also observable in the third discussion session (“cupid and psyche”), a text that, like “jack and the beanstalk”, seemed to be too self-contained and unambiguous and thus prevented discussion from moving into deeper thinking and argumentation. another aspect worth analyzing is the extent to which opportunity to acquire expertise in discussion facilitation plays a key role in the acquisition of such skill. the pre-service teachers in this study showed a significant improvement in their mastery of seminar facilitation, and this was evidenced in their ability to gradually make more sophisticated contributions and seminar questions. they also showed considerable improvement in their seminar participation, both at becoming more expert in finding evidence and presenting it in a convincing way, as well as providing higher-quality rebuttals to build new arguments. in a similar way, one would expect students to improve their argumentative ability as a result of continuous exposure to opportunities to participate in highly intellectual discussions. with careful scaffolding, students should gradually gain the expertise needed to scrutinize texts more critically in order to construct high-quality arguments. along with classroom opportunities, an even greater challenge is to prepare teachers to become skilled facilitators, regardless of the discussion method that is used. preparation implies not just formal understanding about the procedures of any dialogic discussion format, but ideally, a personal experimentation of various ways of doing discussion. unfortunately, few teacher education programs provide preparation in this area, and most teachers become familiar with dialogic approaches to learning after they have spent several years in the profession. using the seminar format orellana no. 10 (january june 2015) no. 10 (january june 2015) 68 conclusions the current study examined the development of argument quantity and quality among pre-service teachers enrolled in a literature course by means of facilitating paideia seminars. results showed that as argument quantity increased so did quality. it was also possible to observe that as students became more experienced participants of seminars, the quality and quantity of argumentation in the seminars also increased. finally, from a more qualitative perspective, we were able to determine that certain text features such as their complexity and ambiguity did, in fact, contribute to the improvement of argument quantity and quality. these results point to the usefulness of seminars as a pedagogical tool to help pre-service teachers develop their own thinking skills and, by acquiring expertise in seminar facilitation, implement this technique with their future students. it is also necessary to acknowledge some of the limitations of the study. first, the small number of seminars included in the analyses prevents us from generalizing findings. second, a larger sample of transcripts from discussions held by pre-service teachers across different programs and/or universities would provide richer results by comparing argument structure, frequency, and quality across different populations. from a practical perspective, another limitation was the fact that of all 16 transcripts only six were used because the audio quality of ten of the recordings did not allow proper transcription. besides establishing the interrelationship between argument quantity, quality, and text complexity, the current study has shown that the maieutic frame as a construct can allow us to examine argumentation from a more quantitative standpoint, and by doing so, to explore how it can be incremented with the proper conditions. by exploring argumentation in discussion segments that are framed by specific features such as the ones that define the maieutic frame, it is possible to identify associations between features and argument components that shape the amount and quantity of arguments in talk. future studies should extend these analyses in ways that help us better understand how thinking can be enriched in discussion settings and how teachers can contribute to its improvement. argumentative skills and the ability to think critically about knowledge and the world are much-desired educational objectives. as can be drawn from evidence, the attainment of these abilities is not solely dependent on curriculum content and material, but especially on the existence of classroom instruction instances that force students to use higher order thinking skills, and the presence of models that using the seminar format orellana no. 10 (january june 2015) no. 10 (january june 2015) 69 exemplify the use of arguments in discourse. teachers can demonstrate the use of quality argument development if they have acquired such skills and if they can identify instances for students to engage in rich argumentative discussions. the dynamic relationship between student thinking, text complexity and rigorous questions is important to note. teacher education programs need to address and encourage argument development among pre-service teachers by making them familiar with instructional techniques and contexts that facilitate argument production, and also by constantly monitoring their participation in argumentative discourse. in the current study, we have shown how, by using paideia seminars for classroom discussion, teachers not only learned to facilitate seminar discussions, but also had the opportunity to improve their argumentative abilities. future teachers learned that argument quality can be tracked and improved by carefully selecting material and planning questions that trigger cognitive conflicts (almasi, 1995). the use of paideia seminars in courses that foster dialogic participation, careful reading and interpretation, can facilitate the development of higher order thinking skills, while at the same time allow teachers to use the maieutic frame as a tool to explore and monitor argument quality. in this way, pre-service teachers learn to understand how argumentative discourse unfolds, how quality arguments can be identified, and how productive discussion contexts can be created. using the seminar format orellana no. 10 (january june 2015) no. 10 (january june 2015) 70 references adler, m. 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(pp. 3-36 ) new york: macmillan. simon, s., erduran, s., & osborne, j., (2002). enhancing the quality of argumentation in school science education. paper presented at the annual meeting of the national association for research in science teaching, april 7-10, 2002 new orleans, usa. stubbs, m., (1983). discourse analysis. the sociolinguistic analysis of natural language. worcester, u.k.: the university of chicago press. toulmin, s., (1958). the uses of argument. london: cambridge university press. van eemeren, f. h., grootendorst, r. & snoeck henkemans, f. (1996). fundamentals of argumentation theory: a handbook of historical backgrounds and contemporary developments. mahwah, nj: erlbaum. voss, j. f., & van dyke, j. a. (2001). argumentation in psychology: background comments. discourse processes, 32(2&3), 89-111 walzer, m., (2004). politics and passion: toward a more egalitarian liberalism. new haven, ct: yale university press. whaley, j. f., (1981). story grammars and reading instruction. the reading teacher, 34, 762-771. author *pelusa orellana holds a phd in education from the university of north carolina in chapel hill. she has been dean of the school of education for nearly 12 years and currently holds the position as associate dean for research. her areas of research are reading diagnosis, reading assessment and motivation, where she currently works on two grants, one investigating the connection between reading motivation and achievement differences between boys and girls (grades 3-5), and the other determining the norms for reading sub-processes in chilean students based on a reading diagnosis assessment platform she has developed. using the seminar format orellana no. 10 (january june 2015) no. 10 (january june 2015) gist20145 primer semestrefinal4 (21072015).indd 149 the paradigm of critical realism and involving educators in policy debates1 el paradigma del realismo crítico y la inclusión de los educadores en los debates de política educativa juan david parra2* erasmus university rotterdam, the netherlands abstract education policy debates in colombia often exclude the voice of professional educators. the aim of this paper is to introduce critical realism as an alternative to dominant social research paradigms that enables the possibility of more inclusive education policies. the ontic and epistemic elements of cr make a call for an inter-paradigmatic dialogue to retrieve causal explanations by providing scientific value to first-hand living experiences of social actors. in the end, different researchers (i.e. statisticians and school teachers) have a crucial, but differentiated, role, in the quest for scientific discovery. key words: education policy, critical realism, professional educators, causal knowledge resumen los debates sobre política educativa en colombia tienden a excluir la voz de educadores. el objetivo de este artículo es presentar el realismo crítico como una alternativa a paradigmas dominantes en las ciencias sociales y que abre la posibilidad a una política educativa más inclusiva. los elementos ontológicos y epistemológicos del rc hacen un llamado al diálogo interdisciplinario en la producción de explicaciones causales, por medio de la atribución de valor científico a las experiencias directas de diferentes actores sociales. al final, r efl ec tiv e a rt ic le s 1 received: dec. 15, 2014 / accepted: april 16, 2015 2 jparrah@gmail.com gist education and learning research journal. issn 1692-5777. no. 10, (january june) 2015. pp. 149-170. the implications of orthographic intraference no. 10 (january june 2015) no. 10 (january june 2015) 150 diferentes investigadores (ej. estadísticos, docentes) tienen un papel crucial, pero diferente, en la búsqueda de conocimiento científico. palabras clave: política educativa, realismo crítico, educadores profesionales, conocimiento causal resumo os debates sobre política educativa na colômbia tendem a excluir a voz de educadores. o objetivo deste artigo é apresentar o realismo crítico como uma alternativa a paradigmas dominantes nas ciências sociais e que abre a possibilidade a uma política educativa mais inclusiva. os elementos ontológicos e epistemológicos do rc fazem uma chamada ao diálogo interdisciplinar na produção de explicações causais, por meio da atribuição de valor científico às experiências diretas de diferentes atores sociais. no final, diferentes pesquisadores (ex. estatísticos, docentes) têm um papel crucial, mas diferente, na procura de conhecimento científico. palavras chave: política educativa, realismo crítico, educadores profissionais, conhecimento causal “… as reform after reform is proposed, nobody ever seems to turn to actual teachers and ask, ‘so, what do you think?’ yes, we occasionally hear from teachers of the year and other carefully selected and screened teachers. but by and large, leaders have been trying to remake the entire education world without involving the people who have devoted their lives to working in it (…) i am far from the halls of power (…) as the great opera about american public education plays out, i am, like most classroom teachers, watching from the back rows of the balcony” greene (2014) the paradigm of critical realism parra no. 10 (january june 2015) no. 10 (january june 2015) 151 introduction education public policy debates in colombia often exclude the voice of professional educators. this statement finds support not only in a general revision of research projects sponsored by school performance education authorities (see appendix), but, particularly in the critical reading of mainstream policy-prescriptions. such is the case of the compartir report (jaramillo et al., 2014), which has become an institutional guideline to backup educational reforms, and the way it contributes to impoverish the general view of teaching and learning. the authors of this document follow a similar tradition of worldwide managerial educational trends shaped by the popular mckinsey reports, where it is possible to identify a technocratic tendency to regard the mind of learners “as containers to be filled with knowledge” (coffield, 2012, p. 140), and hence, the role of teachers as passive learning tools who need to be selected, trained, incentivized and evaluated. with the latter we are not seeking, however, to undermine the importance of good managerial decisions as a requirement to improve learning processes in schools. we even subscribe to the argument of the need of seeking higher standards in the professional qualities of teaching bodies. however, we find problematic the way in which mainstream policies systematically rule out the agency of teachers by implicitly neglecting their role in the building of useful knowledge to backup different policy initiatives. the issue is that this technocratic practice -as it will be argued through out the documentis backed up by a flawed foundation of what is causal knowledge (i.e. the identification of statistical correlations between atomized variables) that reproduces structural barriers to the transformation of schools. hence, we declare our rather pessimistic outlook about the expected results of ongoing national educational projects [for similar visions see coffield (2012), álvarez (2014) and montoya-vargas (2014)]. the scope of this article is situated within this methodological discussion. as the task of deconstructing the mckinsey reports also enthusiastically quoted in the context colombia’s decennial education plan3has been fairly covered in braun (2008) and coffield (2012), we will take the compartir report as a case study to discuss the scientific short-comings behind mainstream policy planning in the country. our 3 see http://www.mineducacion.gov.co/1621/article-195576.html the paradigm of critical realism parra no. 10 (january june 2015) no. 10 (january june 2015) 152 criticism will be framed within the paradigm critical realism (cr)4, an epistemic stand whose contributions in the elucidation of notions of scientific rigor in social research has fostered its potential in shaping contemporary education theory. for our particular case, critical realist commentators would argue that any process of scientific discovery implies delving into the unknown, a task that can benefit from the vast experience of those who embody, for instance, the day-to-day execution of education policies. in the first part of the article we will explore the assumptions behind the paradigm that informs mainstream educational policy in order to understand the methodological foundations behind the policy prescriptions of the compartir report. here we will also dedicate some lines to discuss why alternative agendas undertaken by other researchers (i.e. more postmodern oriented scholars) have also failed in the task of integrating the voice of teachers into education policy debates. then, the main tenets of cr will be introduced as a means to further understand the pitfalls and shortcomings of dominant research paradigms when informing education policy, and finally, cr applied literature will be used to seal the argument of the epistemic and scientific status of teachers’ agency in processes of education planning and assessment. dominant research paradigms and the exclusion of teachers from the debate from an epistemological perspective, education policy is dominated by positivism (scott 2010; willmott 2002), a paradigm “predicated on an observation-based model for determining the truth or validity of knowledge” (kanbur & shaffer, 2007, p. 185). following summer & tribe (2008), positivist thinkers –most of which are historically influenced by the ideas of xxth century philosophers of the vienna circle and, more recently, by popper’s falsification principlepraise principles of commensurability and experience as epistemic paths to access objective and uncontested knowledge. this helps us to understand why, and in spite of the relative success of 4 the paradigm of critical realism has grown in popularity in the recent decades and especially in northern europe. it is important to note its relative absence in the north american academy, and therefore, in latin-american universities, most of which have been importantly permeated by positivist research traditions from the united states [see porpora (2001) and parada (2004)]. hence, one of the innovations of this article is that it becomes the first effort to use cr as an analytical device to face a public policy debate in colombia (and one of the very few in the latin american context). the paradigm of critical realism parra no. 10 (january june 2015) no. 10 (january june 2015) 153 ongoing education policies (barrera et al. 2012; garcía-villegas et al. 2013; montoya-vargas, 2014), experts in statistical analysis keep monopolizing educational research. the compartir report (jaramillo, et al., 2014)5, whose influence on current education planning serves to equate it as a contemporary hallmark of mainstream education policy research6, is a good example of this last situation. the main finding of the document, coauthored by five highly qualified scholars in the arena of economics and quantitative social policy research, states that “teaching quality contributes more than any other school input in explaining differences in students’ performance” (jaramillo, et al., 2014, p. 13). such a conclusion follows from the results of an original empirical (econometric) exercise and a systematic analysis of international experiences of school success. as it is explicitly argued, despite other relevant factors affecting school performance -such as socio-economic contexts or the investment in technology and infrastructureteaching quality is identified as the single most important determinant of children’s learning. we argue that the epistemic stands behind the compartir report bare particular implications. one of them is the resulting topdown approach to answer the public policy conundrum: to provide better training, better selection mechanisms (including post-selection evaluations) and higher wages for teachers (see jaramillo, et al., 2014, pp. 268-322). at the same time, the arrival to such strategies demands not only the possession of particular researching skills – i.e. computational proficiency to handle big data sets and training in applied econometricsbut an adherence to assumptions that praise certain logics of simplification; for example, the possibility of discerning between levels of impact (at least in such a precise way) suggests that some complex concepts, as for instance the interaction of teachers and students in the classroom (i.e. didactics and pedagogics), the managerial relation between teachers and administrative staffs in schools and the appropriation of institutional projects among members of a community, have to be captured in (as simple as possible) indicators. epistemologically speaking, it is worth pointing out that this line of thought praises the use of representative statistics as a shield against ideological biases in policy assessments (or, following the introductory 5 this study was funded by fundación compartir, a private firm dedicated to the promotion of high-impact social programs in education. 6 see, for example, the article “hicimos de los docentes el eje de la transformación educativa” published in the web site of the national ministry of education at http:// www.mineducacion.gov.co/cvn/1665/w3-article-337974.html the paradigm of critical realism parra no. 10 (january june 2015) no. 10 (january june 2015) 154 remarks of the report, “to leave intuition aside (…) [as well as] the interests of determined groups” (jaramillo et al., 2014, p. 2)). these kinds of arguments are founded in notions of empiricist objectivity and the way it implicitly validates the possibility of accessing causal knowledge through means of perception. hence, good policy assessments are those “conducted by an external group to maintain objectivity and credibility” (gertler, et al., 2011, p. 155) and whose “scientific and normative standards are driven by empirical [and] objective data” (judd, et al., 2001, p. 367). at this point, it becomes clear why policy prescriptions that emerge from epistemic frameworks such as the one backing up the compartir report tend to leave aside teachers’ agency (i.e. their active participation) from policy making processes. on one hand, and given its implicit concept of scientific rigor, much more attention is placed on “methodological questions relating to data collection, software design [and] data analysis” (milani, 2009, p. 29), than for instance, in debating underlying assumptions regarding causation or human behavior (i.e. social relations and interactions). we argue that this tendency to hierarchize technique over the problem at stake results in a paradox in which the expertise of professional educators– i.e. in curriculum building, in pedagogicsis given (at best) a secondary role in the generation of policy inputs. furthermore, such pursuit of neutrality and credibility, which is (importantly) defined in terms of statistical representativeness, also shapes the actual role given to teachers’ knowledge as key informants about what happens in schools. in such sense, as teachers’ perceptions are molded from their experience in only a few classrooms, their personal views are given only anecdotal status (one reason why it is better to survey them in a big scale and with pre-structured questions)7. in the end, as it has been pointed out in milani’s (2009) critical reading of policy documents from several international agencies (i.e the world bank, united nations, the european union), “researchers and practitioners do not speak the same language (…) [and basically] operate in isolation from each other” (p. 36). now, we find it convenient to close this section by referring to some non-mainstream perspectives seeking to inform policy debates. 7 is worth pointing out that the compartir report does include a qualitative chapter in which the consultancy team retrieves information from some schools. this, however, and as will be discussed later on, is also done under the scope of a positivist tradition in which structured interviews are used only as a mean to validate quantitative findings. in such sense, teachers continue to play a passive role in the whole policy discussion. the paradigm of critical realism parra no. 10 (january june 2015) no. 10 (january june 2015) 155 we can classify these as more postmodern-oriented research traditions which, in spite of their explicit recognition of the transformative role of educators (herrera & acevedo, 2004), have also failed in raising the voice of professional educators. here we summon montoyavargas’s (2014) extensive literature review on the topic to argue the way in which an important portion of educators’ research agendas has been overshadowed by its emphasis on pedagogics and didactics, leaving aside deeper immersions into curriculum analysis8. conversely, those who do delve into education politics show more interest in deconstructing mainstream policy discourses (as we have partially done so far) than in giving a step forward into generating policy alternatives. as in the case of positivist-oriented positions (i.e. the comparir report), we can also refer to epistemic foundations to elucidate some nuances of postmodern research traditions. an important one is their particular stance in regard to notions of objectivity and truth and, in that sense, their adherence to the premise that “reality does not exist independently from our experiences” (summer & tribe, 2008, p. 61). hence, postmodern-oriented scholars would argue, and in complete opposition with positivism, “that truth and objectivity themselves must be abandoned” (porpora d. , 2001, p. 263), precisely because any notion of reality depends on a subjective interpretation. methodologically speaking we are not just referring, therefore, to an explicit preference for qualitative research, but to particular methods to identify “how understanding and experiences are derived from lager discourses” (zeeman, et al., 2002, p. 98)9. why are we saying that postmodernism also fails to boost teachers’ agency into the education policy debate? porpora’s (2001) statement illustrates quite well the argument we want to defend here; “[i]f there is no [concept of] truth or objectivity, if judgmental rationality is rejected, then there is no point in carrying on inter-paradigmatic dialogue” (p. 263). said differently, in a world where public policy is only part of a 8 if we understand curriculum studies as a constant dialogue about the kind of education that seeks a society (johansson, 2003), we must conclude that, according to montoyavarga’s (2014) outlook, professional educators are not actively talking about education politics. 9 montoya-vargas (2014) discusses, for instance, the case of the research agenda of the pedagogy and curriculum group from cauca university, a leading collective of academic educators: “these authors apply a historic and hermeneutic approach to the study of 150 documents about the curriculum produced between 1960 and 1975 (…) the group restates the origins of the curriculum as an utilitarian, market oriented control and power device imposed by international agencies, dominated by the usa through the [ministry of education] to control education ideologically (…) and to disempower teachers” (p. 139). the paradigm of critical realism parra no. 10 (january june 2015) no. 10 (january june 2015) 156 hegemonic discourse it makes little sense to reflect on how to improve the impact of social programs (for instance, through an open dialogue between economists and scholars from education faculties). hence, we talk about a possible self-exclusion sustained by an implicit refusal (legitimate or not) to talk about education policy. at the same time, such a stand also enforces the exclusion of professional scholars from mainstream policy circles, which –in their own understanding of scientific rigorare tempted to reject any kind of ideological argument that defaults their sense of objective research10. critical realism and the meaning of “good” science critical realism has grown in popularity in the last two decades -especially in the united kingdom and in northern european countries and particularly in the field of educational research (archer, 2013; priestley & miller, 2012; scott, 2010; willmott, 2002;). however, our argument to defend its pertinence transcends simple recognition. to further sustain its adequacy we adhere to sayer’s (2000) presentation of cr as “conceptually cautious and more reflexive about both its implicit philosophy and methodology and its social and political coordinates” (p. 9) than (most) current dominant research paradigms. here we are far from interested in doing an exhaustive presentation of cr, but one that is sufficiently illustrative to help us argue its scientific rigor and its openness towards inter-paradigmatic dialogue. in this regard, we want to be clear about the fact that we are talking about a research paradigm, and not a social theory, a specific methodology or a method. further on we will see the importance of this last precision vis-à-vis the idea of interdisciplinarity and the possibility of involving different methods and voices into policy debates. for the sake of clarity, our presentation will be further illustrated by briefly discussing elements from relevant empirical research. introducing critical realism what is social science? what is the purpose of social science? what do social scientists do? cr scholars give a great deal of importance to these kinds of reflections. the question about what is out there in the (social) world to be discovered, they would argue, necessarily precedes matters on how to discover or create knowledge about such 10 see, for example, pisados por fecode published in http://www.eltiempo.com/archivo/ documento/cms-13791659 the paradigm of critical realism parra no. 10 (january june 2015) no. 10 (january june 2015) 157 (social) world (bhaskar, 1998). and while the former claim can lead to the obvioushow can we think about the way we are going look for something if we have not tried to imagine what that something looks like – critical realists highlight the way in which dominant research paradigms tend to obviate the importance of both conceptualizing and distinguishing between ontology (the what question) and epistemology (the how question). the cr approach to social research stems from a critical reading of the process of scientific discovery in natural sciences and its quest for knowledge (bhaskar & hartwig, 2010). natural scientists use experiments to “discover, detect, reveal, search out, etc., something about reality that [is] not yet known, something that could not be observed without great effort” (danermark, et al., 2002, p.20). in collier’s (1994) terms, “we use experiments in order to find what goes on when we are not making experiments, and we do not find it out” (p. 35). one classic example is the case of water (h2o), whose unveiling of its constitutive elements – hydrogen and oxygen – and their relational process – i.e. two hydrogen atoms covalently bounded with one of oxygenrequires and experimental procedure (i.e. electrolysis) that goes beyond simple tasting (or drinking). this reading of experiments bares particular implications11. regarding the ontic question (what exists?), there are things that exist despite our perception (or ignorance) of them and that have causal effects on those things that we actually perceive. it is to say, it is possible to conceive the world as a layered structure in which it is important to differentiate between things that we can perceive (the empirical world) and those things making them possible (their real causes). the case of water – as compounded by elements operating in different layers 11 this reading differs from the most classical hypothesis-testing vision of scientific research, described by bunge (2011) as an arbitrary research project: “choice of background knowledge—statement of problem(s)— tentative solution (e.g., hypothesis or experimental technique)—run of empirical tests (observations, measurements, or experiments)—evaluation of test results—eventual correction of any of the preceding steps, and new problems posed by the finding” (p. 413). in this case, experimental procedures (which in social sciences are usually confronted through the use of statistics) are used as a device to test pre-given hypotheses, rather than to explain observed facts (i.e. the properties of water). in this regard, bunge (2011) adds that “[c]ontrary to widespread belief, the scientific method does not exclude speculation: it only disciplines imagination. for example, it is not enough to produce an ingenious mathematical model of some domain of facts, the way mathematical economists do. consistency, sophistication and formal beauty are never enough in scientific research, the end product of which is expected to match reality—i.e., to be true to some degree” (p. 413). the paradigm of critical realism parra no. 10 (january june 2015) no. 10 (january june 2015) 158 perfectly illustrates it in natural sciences. similar logic applies to the social world; for instance, and in the specific case of education, a school should be seen as a stratified entity “comprising individuals [and] social groupings (such as departments)” (priestley & miller, 2012, p. 102) stratification, however, should not be mistakenly read as a linear relation (or simple adding up) between things (or entities) that belong to different strata. in our last examples, despite the flammability of hydrogen, water does not bare this property (willmott, 1999). conversely, a school is not a simple amalgam of individuals and departments, but can only exist if certain conditions – or certain internal relations between those entities (archer, 1995) – meet (i.e. a cultural concept of education, a functioning permit issued by a local or national authority). this notion of relational emergence – which “describes a particular sort of relation between a whole and its parts at a given moment in time” (elder-vass, 2010, p. 67) – bares methodological implications that we will discuss later on. with such concepts at hand, we are also entitled to talk about mechanisms to refer to those relational processes that occur between levels of the world. now, going to epistemology, the answer to the how to discover question in natural sciences is experimentation, where it is possible to work under controlled situations. it is to say, natural scientists work with closed-systems where they can sustain that “every time a occurs, b, follows” (collier, 1994, p. 34). the notion of closure allows them to uncover mechanisms and identify entities operating in different layers of the world, particularity that can hardly (if not impossibly) be resembled in social research. as social scientists work in open systems, “[t]he events that [they] can ordinarily observe are not invariable preceded or followed by any other constantly conjoined event” (collier, 1994, p. 34)12. the implication here is that scholars in humanities have to pursue the challenge of uncovering mechanisms through different paths as from the ones of laboratory experiments, but without disregarding the layered condition of the world. logics of abstraction, guided by, for instance, counterfactual questions – what does the existence of this object/practice presuppose? (sayer, 2000, p. 16) – can serve to this epistemic purpose. 12 as collier (1994) further argues, “…[r]ed sky at night is not always followed by a fine day, or deflationary budgets by reductions of inflation, or buglers entering by dogs barking, or spots on the sun by war, or sexual intercourse by conception” (p. 34). the paradigm of critical realism parra no. 10 (january june 2015) no. 10 (january june 2015) 159 flaws and misconceptions in mainstream research we insist on the importance of highlighting the status of cr as a research paradigm, rather than an actual social theory. in such sense, “cr acts as a general orientation to research practice (…) [and] does not provide the concepts (or prescribe the methods) that are necessary for successful empirical research” (mahoney & vincent, 2014, p. 13)13. this precision is very important, as it reinforces one of the most important claims that we have sustained so far; arguments of being are different from arguments of knowing. in other words, as epistemology cannot be reduced to ontology, the existence of specific objects cannot be conditioned to particular paths of enquiry (i.e. observation, quantification, deliberation). furthermore, to sustain that there are real objects (i.e. real causes) does not entail that we are always successful in identifying them. the latter is not trivial. as a matter of fact, dominant research paradigms do conflate these matters (bhaskar, 1998; collier, 1994; sayer, 2000). on one hand, positivist researchers tend to equate reality to measurable facts and, hence, to theorize about causality only through the means of what is observed –which is another way of saying that their ontic notion of reality is reduced to their epistemic conception on how to unveil it-. this also drives them, for example, to disregard notions of relational emergence, as they praise an implicit notion of linear-causality. for instance, large-scale multivariate analyses press on towards some predictive goal “without reference to the interactional processes generating their variables” (archer, 1995, p. 58). more postmodern oriented researchers, on the other hand, are also prey to empiricism, as they tend to only work with observable discourses (wuisman, 2005). it is now time to go back to the examples we discussed previously, and the ontic and epistemic elements that were introduced to situate our critique of the methodological flaws of dominant education research informing education policy in colombia. we have decided 13 bunge’s (2011) reflections on the theory of knowledge are, once again, elucidating. for instance “[s]cientific research has philosophical underpinnings because it is, in a nutshell, the honest search for true knowledge about the real world (…) indeed, philosophy is the study of the most fundamental and crossdisciplinary concepts and principles. hence, philosophers are expected to be generalists rather than specialists” (p. 431). all these clarifications are important to answer some critiques of the critical realist paradigm, most of which address is lack of practical methodological claims. the latter no to justify the neediness for actual social theory, which cr does offer, but to clarify that the discussion on methods cannot be equated to levels of ontology and epistemology. the paradigm of critical realism parra no. 10 (january june 2015) no. 10 (january june 2015) 160 to focus on the compartir report, whose main analytical tool is the use of econometric models to identify characteristics of high and low performing schools in the country (according to both pisa results and saber 5 and 9 test scores from the year 200914). here it is important to recognize two particular aspects that have been raised by the authors in order to have a proper reading of their results. the first one states that: [our] evidence is not causal, in the way that it is based in statistical associations that have not been manipulated in an exogenous way, as it could happen in an experiment [a fact that, however, does not seem to enable them to conclude that]: [t]he accumulated body of empirical evidence coincides in that is justifiable to prioritize the quality of teachers within any policy that seeks to improve the quality of education. (jaramillo, et al., 2014, p. 66) on the other hand, the authors briefly describe a qualitative exercise that consisted in visiting four schools (that represent extreme cases of high and low performance) and the application of semistructured interviews (with school deans) and focus group (with teachers) to deepen aspects of interest for the research. in their own words, this last set of tools allowed them “to validate the results from the quantitative component, as the educational level of teachers in schools of high performance is higher than the one from the participants in the schools of low performance” (jaramillo, et al., 2014, p. 193). we can now consider how these research elements fail to comply with the principles of cr. on one hand, we can identify an excessive reliance on the use of inductive logics, or the practice of “inferring propositions about general regularities (…) from a limited set of sensory observations” (wuisman, 2005, p. 367). it is to say, the authors of the compartir report present econometric exercises with samples of students to conclude about the quality of education in colombia, and whose findings are presented in linear terms: every time a occurs (i.e. highly qualified teachers), b (high school performance), follows. clearly, following earlier discussions, this kind of induction is problematic as it implies making assertions that are only possible in closed systems (lawson, 1997), and that, hence, disregard notions of stratification and relational emergence. 14 saber exams are colombia’s equivalent for sats or standardized exams to monitor education performance in different moments of child’s learning and are administrated by the colombian institute for the promotion of higher education (icfes). the paradigm of critical realism parra no. 10 (january june 2015) no. 10 (january june 2015) 161 in the case of qualitative inquiry, the compartir report’s consultancy team has vigorosly agreed to defend the assumption that their visits to schools serve to verify their quantitative results. leaving asside their ambigous statement about causality (in the sense that their model is not causal, but both their model and their qualitative inquiry do serve to identify the major determinant of school performance), it is worth pointing out the way in which their qualitative questionnaries were built to retrieve findings only in the spectrum of teaching quality. the latter obeys a more deductive logic15 where they now try to go from a theoretical prescription (bulk on the econometric results) to an empirical validation. the problem, once again, is the implicit assumption of researching in a closed-system. how does this affect the inclusion of teachers’ voices in public policy debates? as we have anticipated, methodological preferences for statistical representativeness (as a means to identify, for example, empirical regularities) bare the consequence of disregarding the skills of scholars in education (not always equipped to talk in terms if statistics) and the experience of actual teachers (under the label of anecdotal evidence). conversely, the role given to induction and deduction in positivist research not only generates ontic and epistemic problems, but coheres with a logic of overweighting pre-structured research (i.e. pre-structured econometric specifications, pre-structured qualitative questionnaires to validate previous findings) in which the assumptions of the researcher (i.e. rational behavior) lead him/her to overshadow a more active role of the researched. involving teachers and professional educators so far, cr has helped us to identify problems in mainstream educational research. in this last section we are now interested in doing some progress towards alternative research agendas –and with particular focus in the problem at stake: the inclusion of the voices of educators in policy debates. the broad implication of our reading of the compartir report is the identification of lack of good science immersed in dominant education policy. hence, we seek to praise good scientific practices, under whose logic we can argue, “different methods [and 15 or a way “…to explain and predict particular empirical phenomena by deducing them from a set of propositions about general regularities or universal laws and precisely specified initial conditions” (wuisman, 2005, p. 367). the paradigm of critical realism parra no. 10 (january june 2015) no. 10 (january june 2015) 162 voices] can be seen to be necessary to reveal different aspects of the constituency of [social] phenomena” (downward & mearman, 2007, p. 91) . a question that follows is how can we establish a research design that conceives stratification but without falling into the assumption of a closed-system? put in simpler terms, how can we study social phenomena (i.e. school performance) without falling into either crude empiricism or problematic forms of quantitative modeling? we believe that scott and usher’s (2011) text on methods for researching education provides a (fairly) straightforward answer: structures and mechanisms are not immediately available to consciousness, and therefore, the first stage of the process is to construct a possible model of them, drawing on evidence from what is observable (…). the next stage is to test the model. if the testing is successful, this allows the researcher to believe or at least to have good grounds for believing in the existence of these structures and mechanisms. the whole process may be repeated so that the existence of these structures and mechanisms is confirmed. (p. 54) while this idea might require further elaboration17, it does provide important elements to sustain our main argument. on one hand, scientific discovery necessarily begins with what is observed, at which moment tools such as statistics can contribute to clarify the empirical strata of social reality (dow, 2003; downward & mearman, 2007). here we would open space for the work of expert statisticians and the application of large-scale quantitative analysis. however, the art of identifying underlying mechanisms does imply an exercise of testing, repetition and iteration. under such circumstances, cr researchers show preference for more ethnographic research (ackroyd, 2009) to allow an intensive interaction with social actors that have a primary involvement with the problem at hand. here, however, we need social theory that serves the purpose of giving empirical sense to these types of reasoning. in this regard, commentators have exalted archer’s (1995, 2003) approach (porpora 16 put in more formal terms, “the concept of cause in critical realism is tied to emergence from the interaction of human agency and institutions or structures. in this regard, the motivational (or otherwise) dimension of agency needs to be elaborated, as well as the mechanisms that facilitate action, or behaviour, coupled with the relational context of that behaviour. each of these components clearly requires different methods of analysis to reveal their nature and action” (downward & mearman, 2007, p. 91). 17 we encourage interest readers to consult wuisman’s (2005) work on cr methodology. the paradigm of critical realism parra no. 10 (january june 2015) no. 10 (january june 2015) 163 d. , 2013, p. 25), as it has devoted an important conceptual effort to elucidate the logic of relational emergence in social systems. one of archer’s (2003) crucial statements– and which gives sense to the stratified nature of the social word – is the idea that “the causal power of social forms is mediated through agency” (p. 2). it is to say, while social agents might be not aware of generative mechanisms acting on them, the existence of causal structures is expressed through the shaping of social behavior and interactions. this last argument positions the experience of directly involved social actors (i.e. teachers in the context of education policy) in the identification of causal knowledge18. one example of archer’s model at work is wallace & priestley’s (2011) and priestley & miller’s (2012) research in scotland. when dealing with the complex issue of why exogenous (i.e. national) education policies often fail to change life in schools, the authors “recognize the inevitability of teacher mediation of policy” (priestley & miller, 2012, p. 100) to study how cultural forms and social structures “constrain teacher agency, and how certain teachers are able to bring to bear particular experiences and values in acting within these constraints” (wallace & priestley, 2011, p. 363). the latter led them to establish a research design that included an active participation of teachers from different knowledge fields (i.e. language, math, natural sciences) to answer questions directed towards the understanding of possible changes in pedagogy and curriculum boosted by different initiatives of the scottish educational authority – the highland council-. what is important to emphasize here is the way cr ontology helped the authors to address non-observable causes boosting or restraining change in schools. this was the case of one teacher, vanessa, who self-reported that she believed that she “encouraged pupils to think for themselves” (wallace & priestley, 2011, p. 371). however, after recording her class, researchers were able to identify that she actually performed in the classroom as if “pupils were unable to think critically” (p. 371), a fact that reflected her belief that students were “irresponsible, and lazy” (p. 371). in such sense, observed (lack of) change in classroom dynamics was explained by interacting contradictions between different cultural influences that could only be 18 this, however, does not mean that it is enough to ask actors about their experience in order to identify a causal explanation. the latter would imply working only in the level of the empirical (or perception). in archer’s (2013) words, “the prior educational context is not assumed to be exactly as contemporary actors described it (...) because (…) social contexts cannot simply be reduced to what contemporary actors think, or thought about them, for this world would be endorse the autonomy to the present tense” the paradigm of critical realism parra no. 10 (january june 2015) no. 10 (january june 2015) 164 accessed through an empirical fact (i.e. an expressed perception) but fully understood by linking it with an indirectly unobserved one (i.e. preference for authority, reflected in vanessa’s way of teaching). another good example of cr grounded social theory is willmot’s (1999, 2001) five-month ethnographic research in a low-academicperforming school. here the author makes use of archer’s framework to exalt the role of actors’ deep knowledge about their context (active teachers) in helping to unveil underlying causal mechanisms explaining students’ low sat scores. one of his main conclusions, which states the existence of “a fundamental contradiction between the child-centered (humanist) concern for behaviour and self-esteem and the strategic manipulation of managerialism, which denies the very humanistic path that facilitates (potentially) success in [test scores]” (willmott, 2002, p. 166), was only possible to identify through extensive observations and frequent conversations with school teachers. the latter, because, in line with the core arguments of this paper, such particular dynamics were “erased out of existence by the ontological presuppositions of [the office for standards in education] positivist framework!” (willmott, 1999, p. 8)19. 19 this last idea matches with lawson (2012)’s comment on how policy prescriptions informed by assumptions of closure might trivialize particular aspects of human interactions for instance, cases of segregation, and discrimination, more commonly enclosed in day-to-day actors’ interactionsthat can impact desirable policy outcomes. positivist-based research in particular, he argues, is “ill-equipped even to allow such categories to be seriously considered” (p. 17). the paradigm of critical realism parra no. 10 (january june 2015) no. 10 (january june 2015) 165 conclusion throughout this document, we have engaged in a challenging, but arguably urgent, issue: the need to more actively involve teachers in education policy debates. the paper introduces cr as an alternative to dominant research paradigms in education that serves the inclusion of professional educators in education politics. the latter, in response to some methodological pitfalls that characterize mainstream educational research. we argue that because we live in an open world, we need research methodologies that transcend inductive and deductive inference logics to theorize about the unobserved –or those relational conditions (that have an ontic status) that presuppose the existence of social objects/ practices-. here we introduced some elements of archer’s (1995, 2003) social theory –and discussed some of its possible practical implications in empirical researchto argue the way in which the intensive knowledge possessed by professional educators (i.e. teachers) about their field becomes a key-factor to build causal knowledge about the role of education in society. in the end, we argue that traditional top-down approaches in education planning have proven to be quite ineffective -at least in the colombian contextnot only because they might be serving particular vested interests in society (for instance, instrumentalizing education in order to serve the purposes of industry), but due to their they lack of scientific rigor. in such a sense, if we seek to rectify education as a motor for social change, we need to modify the way in which we theorize about education policy. the idea is that many actors might and should contribute to the debate (because reality is stratified), but without disregarding the potentialities and limitations of different researchers in the field. the paradigm of critical realism parra no. 10 (january june 2015) no. 10 (january june 2015) 166 references ackroyd, s. 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(2002). an introduction to postmodern approach to educational research: discourse analysis. education, 123(1), 96-102. author juan david parra* is a phd candidate at the international institute of social studies, erasmus university rotterdam. he holds a master’s degree in economics. his on-going doctoral research delves into the paradigm of critical realism –and relevant social theoryto explore causes of poor school performance in regions of colombian. the paradigm of critical realism parra no. 10 (january june 2015) no. 10 (january june 2015) 170 appendix research in the quality of education funded and published by icfes in 2012 no. 10 (january june 2015) no. 10 (january june 2015) constructing critical thinking scenarios in online legal english classes1 construyendo escenarios de pensamiento crítico en clases de inglés legal en línea eliana edith roberto-flórez, gladis leonor arias-rodríguez, yomaira angélica herreño-contreras2 universidad santo tomás, colombia 1 received: september 12th 2021/ accepted: may 20th 2022 2 eliana.roberto@usantoto.edu.co; yomairaherreno@usantoto.edu.co; gladis.arias01@usantoto.edu.co gist education and learning research journal. issn 1692-5777. no. 24 (january june, 2022). pp. 119-140. 120 no. 24 abstract this paper reports qualitative research on constructing critical thinking scenarios in online legal english classes at a private university in colombia. this study aimed to enhance law students’ critical thinking skills development in efl (english as a foreign language) classroom through virtual tools by implementing a descriptive case analysis. data were gathered through a journal, a survey and a focus group. it was demonstrated that when students are trained in critical thinking, they learn to develop specific abilities such as reasoning, making proposals, identifying and solving problems, making inferences, making decisions according to their prior knowledge and the context needs. furthermore, the strategies contributed to improving students’ communication skills in the foreign language. keywords: legal english, critical thinking, online english teaching, online english learning, prior knowledge. resumen este artículo reporta una investigación cualitativa sobre la construcción de escenarios de pensamiento crítico en clases de inglés legal, en línea, en una universidad privada en colombia. este estudio tuvo como objetivo mejorar el desarrollo de las habilidades de pensamiento crítico de los estudiantes de derecho en clases de efl (inglés como lengua extranjera) a través de herramientas virtuales mediante la implementación de un análisis de caso descriptivo. los datos se recopilaron a través de un diario, una encuesta y un grupo de enfoque. se demostró que cuando los estudiantes se capacitan en pensamiento crítico, aprenden a desarrollar habilidades específicas como razonar, hacer propuestas, identificar y resolver problemas, hacer inferencias, tomar decisiones de acuerdo con sus conocimientos previos y las necesidades del contexto. además, las estrategias contribuyeron a mejorar las habilidades comunicativas de los estudiantes, en la lengua extranjera. palabras clave: inglés legal; pensamiento crítico, enseñanza de inglés en línea, aprendizaje de inglés en línea, conocimientos previos critical thinking scenarios in online legal english classes roberto-florez, arias-rodriguez & herreño-contreras 121 no. 24 resumo este artigo relata uma pesquisa qualitativa sobre a construção de cenários de pensamento crítico em aulas online de inglês jurídico em uma universidade privada na colômbia. este estudo teve como objetivo melhorar o desenvolvimento de habilidades de pensamento crítico de estudantes de direito nas aulas de inglês como língua estrangeira, por meio de ferramentas virtuais, implementando uma análise de caso descritiva. os dados foram coletados por meio de um diário, uma pesquisa e um grupo focal. mostrou-se que quando os alunos são formados em pensamento crítico, aprendem a desenvolver habilidades específicas como raciocinar, fazer propostas, identificar e resolver problemas, fazer inferências e tomar decisões de acordo com seus conhecimentos prévios e as necessidades do contexto. além disso, as estratégias contribuíram para melhorar as habilidades comunicativas dos alunos, na língua estrangeira. palavras-chave: inglês jurídico, pensamento crítico, ensino de inglês online, aprendizado de inglês online, conhecimento prévio. critical thinking scenarios in online legal english classes roberto-florez, arias-rodriguez & herreño-contreras 122 no. 24 introduction n owadays, education aims at developing students’ critical thinking skills, and efl teaching and learning scenarios (english as a foreign language) are increasingly including methodologies intended to foster the in-tandem development of communicative and critical thinking skills. vanicheva et al. (2015) assert that “the skill of critical thinking, or ability to make conclusive decisions within a given situation, requires appropriate knowledge of content of the matter in view, which shows the need to align esp content with the content of the main [...] discipline” (p. 662). in the present paper, the esp (english for specific purposes) content corresponds to legal english classes oriented in the law faculty at universidad santo tomás (hereafter usta) in tunja and villavicencio. previous research on esp conducted nationwide has focused on the development of communicative skills mainly reading (arias-rodríguez, 2014; hernández, 2019). in her study, arias-rodríguez (2014) intended to promote reading within a group of law students. she concluded that “reading specialized texts permitted students to enrich their background knowledge and to apply it to their next written assignment and also in subsequent debates or oral reports” (pp. 111-112). hernández (2019) tackled the issue by implementing virtual learning objects (vlo) and determined that “vlos serve to promote reading strategies for esp courses” (p.119). in this article, we describe the steps followed to make online legal english classes scenarios to construct critical thinking settings. at usta law students take two semesters of legal english as part of their training as future lawyers, and some studies have been conducted to assist students in gaining a domain in legal english. rico (2014) examined how movies and tv series contributed to learning legal english vocabulary. arias-rodríguez (2017) conducted a research study aiming to describe the impact of developing students’ linguistic competence through listening and reading short stories. furthermore, critical thinking as a concern to be included into the legal english classes has been addressed by some studies developed by ariasrodríguez et al. (2014), herreño-contreras and huertas (2019) and herreño-contreras (2020). previous research at usta on this issue was conducted within face-to-face classes. in the framework of the present research, researchers ventured to make online legal english classes scenarios to develop critical thinking. to do so, english classes were adjusted to the international standards established by the common european framework of reference for languages (cefrl). in each course, students were able to develop a variety of activities promoting the advance of the four communicative skills (listening, speaking, reading and writing). after a diagnosis stage and in-class conversations between the researchers and the law students, it was evidenced that they required more agility and training to analyze legal cases and daily situations from a critical thinking focus, which is necessary in current times, due to the society’s needs critical thinking scenarios in online legal english classes roberto-florez, arias-rodriguez & herreño-contreras 123 no. 24 and daily life problems. in the legal english courses, it is assumed that students have acquired most of the english language input, thus, in these semesters students are fostered to develop different skills that are going to contribute to their professional development such as the identification of problems and their solution through their reasoning. in a diagnosis exercise implemented to law students, the teachers faced students to daily life problems, but they were superficial at the time of making their own analysis and proposing a realistic solution to the problems they were presented; thus, the researchers realized that students required to be trained in the development of specific skills that are necessary under the current circumstances, in terms of communication they needed to gain self-confidence to express their ideas in english, they required agility to analyze the context and set the best solutions to problems according to the context, when they analyzed a case, they only mentioned they agreed or disagreed about the decisions of lawyers or the court because there were mandatory regulations, but they rarely proposed new ways to solve the problems, they did not present strong arguments to defend their viewpoints, they required to develop their critical thinking. in this sense, legal english classes intended to prompt them to be more analytical and explain in depth different situations that affect today’s society. in order to tackle this issue, the present research sought to create a suitable environment that met the students’ needs in terms of developing their critical thinking skills. bearing in mind the researchers’ previous experiences as legal english teachers at this university, we realized that the identification and analysis of daily life problems are essential for law students as they serve to train them as future lawyers who must be ready to contribute in the construction of a better society. this research intended to provide more insights on approaches to develop critical thinking skills within esp classes -in this case legal englishand also encourage students’ communication in the english language. this article aims at sharing the findings that emerged after conducting a qualitative research study, bearing in mind the following research question: how to enhance law students’ critical thinking skills development in the online legal english classes at usta? in a general scope, it aimed at promoting students’ cognitive skills (interpreting, arguing and proposing) by using legal issues in online esp classes. thus, engaging students in using prior knowledge for analyzing daily life legal problems, and motivating students’ communicative competence through legal case analysis in english were set as specific objectives. critical thinking scenarios in online legal english classes roberto-florez, arias-rodriguez & herreño-contreras 124 no. 24 theoretical framework in this section, the main theories underpinning the study will be explored. critical thinking and language teaching critical thinking is an important aspect to be developed in education because it leads students to apply research procedures to discern knowledge, for example, making questions and answering from a reasonable point of view and obtaining results based on rational procedures; about it, wang and zhenh (2016) state “critical thinking is purposeful, reasoned, and goal-directed. it is the kind of thinking involved in solving problems, formulating inferences, calculating likelihoods, and making decisions” (p. 1325); besides, the open university (2008) highlights that critical thinking helps students to synthesize thoughts and analyze theories in a coherent way. thus, including critical thinking in teaching becomes meaningful because students grow capable of making correlations between class content and their real living context, and subsequently legal english classes become conducive to learning through practice, observation and analysis. while preparing classes, it is important that teachers keep in mind the context where students interact; thus, activities and strategies must respond to their academic needs. astleitner (2011) argues that instructional activities are appropriate to develop critical thinking as well as the instructional context. in this manner, critical thinking is coherent with teaching english to law students in aspects like case analysis, since it motivates students to identify problems in the local context and use all their background knowledge to solve them properly and in line with the field of law. in this regard, paul and elder (2007) declare that developing critical thinkers is central to the mission of all educational institutions. by ensuring that students learn to think critically and fairmindedly, we ensure that students not only master essential subject matter, but become effective citizens, capable of reasoning ethically and acting in the public good. (p. 9) in this way, the benefits of developing students ’critical thinking not only help them to increase their capacity to enhance their knowledge, but also to be accurate while making decisions as a collaborating member in the society. medina (2012) argues that critical thinking is inherent to human beings, but it must be cultivated in the educational contexts. besides, ennis (2011) stated a set of critical thinking dispositions (care that their beliefs be true, care to understand and present a position honestly and clearly and care about every person) and abilities (focus on a question, analyze arguments, ask and answer clarification and/or challenge questions, judge the critical thinking scenarios in online legal english classes roberto-florez, arias-rodriguez & herreño-contreras 125 no. 24 credibility of a source, etc.) to be implemented in academic contexts. at this point, it can be assumed that all students should be involved in critical thinking procedures; according to our own experience as english teachers in the law career, law students in particular, should develop this sort of skills due to their contact with the problems of the community which require them to be rational, flexible, creative, and impartial concerning everyday situations. english for specific purposes english for specific purposes (esp) has been one of the most important tools for university students because they need to develop their english skills in their own field of study, it assists them in obtaining information based on their professional interests. anthony (1997) defines esp as: “the teaching of english used in academic studies or the teaching of english for vocational or professional purposes” (p. 9-10). thus, this approach was created after 1960 and from that moment, it has evolved in techniques and uses due to its benefits in terms of knowledge acquisition for students and professionals in exercise. additionally, esp has grown around the world in schools and universities as a strategy to develop knowledge and as a special mechanism to research information, keeping in mind that nowadays students and professionals require skills that let them interchange worldwide without barriers. galina (2016) states that esp is related to the teaching and learning of english as a second or foreign language, and as an aim for students to use english in the academic, professional or occupational fields, depending on their needs. in this manner, it has been well received in the academic context because it opens doors especially for those who want to investigate and increase their knowledge. according to arias-rodríguez (2014), esp becomes interesting for students because they can look for information they need about different subjects in the international magazines, journals, books and databases; furthermore, they can access latest information, this is a key aspect for their learning. on the other hand, it is not an easy job because english teachers do not always have a wide knowledge of specialized information to answer students’ doubts as it could be required. jo mcdonough (2010) points out about it: “the teacher’s task is potentially more difficult where students are already experts in their fields” (p. 476); there are cases in which teachers have to learn a lot of vocabulary to be able to teach esp in a specific academic context. all in all, nowadays esp skill development is quite relevant for students’ academic and professional life because this sort of skill allows them to argue, make claims, support ideas, and in general, to communicate in real contexts with strong and sound arguments. critical thinking scenarios in online legal english classes roberto-florez, arias-rodriguez & herreño-contreras 126 no. 24 online english teaching and learning online english teaching has currently become paramount as in 2020 education took a leap into a more constant virtuality. compton (2009) has designed a framework of online teaching competences which comprises competences dealing with hardware and software issues along with teaching and pedagogical competences. similarly, guichon (2009) hypothesizes three competences in order to handle online classes: 1. competency of socio-affective regulation, 2. competency of pedagogical regulation and 3. competency of multimedia regulation. consequently, teachers should be able to design and orient engaging online classes as well as providing adequate feedback concerning the learner’s needs and performance. the present research aimed at constructing critical learning scenarios within online legal english classes. to do so, the researchers adopted a socioconstructivist approach which implies the acquisition of new skills in order to foster pedagogical transformations and encourage better online learning and teaching practices (hampel & stickler, 2015). in fact, as previously stated, orienting online classes poses a set of challenges that should be handled using strategies suited for online scenarios. in this regard, sun (2011) emphasizes that even though “an online community can be built through technology, [...] a truly functioning online learning community is much harder to come by” (p. 438). successful online teaching relies heavily on the mastery of the aforementioned competencies, the ability to attain the course’s goals, and also an existing balance among the participants involved. rubin et al. (2013 cited by montiel-chamorro, 2018) state that “one characteristic of a successful online course is its capability to create a coi [community of inquiry] where learners, instructors, and learning materials interact to develop knowledge and skills” (p. 22). in this sense, acquaintance with ict, training and confidence become indispensable requirements to guarantee technological competences that may influence the way teaching is conducted, and how learners engage in their learning process. peeraer and van petegem (2011) state that “a lack of competence goes together with a lack of confidence” (p. 980). in the online lessons, teachers additionally display their implicit theories. according to cárdenas-claros and oyanedel (2016) “the pedagogical beliefs of both teachers and students seem to be the final frontier for successful technology integration in the language classroom” (p.221), and this is a key factor brought into consideration within this research. critical thinking scenarios in online legal english classes roberto-florez, arias-rodriguez & herreño-contreras 127 no. 24 method this section is intended to display information concerning the research design, research method, and the procedures followed to collect and manage data. context and participants this study was developed at universidad santo tomás in tunja (usta-tunja) and villavicencio (ustavillavicencio) in colombia. it offers 5 english courses of general english to all the programs, but in the law career, where this research was conducted, it differs to some extent as there are four courses more. at usta tunja, law students take 9 courses, the first five levels are focused on general english, sixth and seventh courses are based on reading comprehension and the last two levels are oriented on legal english. in villavicencio students enroll in 7 levels of general english, and 2 levels of legal english in eighth and ninth semesters. thus, this research was developed within the legal english courses in both branches: tunja and villavicencio due to the fact that topics are totally related with the legal ordinance and students require their prior knowledge (as law students) to analyze the proposed cases. this project was carried out with 62 students, 37 of them belonged to usta tunja (25 from legal english 1 and 12 from legal legal english 2) and 25 (legal english 1) from usta villavicencio. research design a descriptive case study was implemented in the development of this study. yazan (2015) asserts that this method allows the researchers to carry out a detailed observation and analysis of a particular situation in the classroom. in general, all types of case studies can overlap, because they have the following similar aims: (a) to depict the relatively incontrovertible details of the people, place, events, transactions, and processes of the case—a description that others would likely make if they had been there; (b) to give a clear picture of what is happening, without making judgments— an organized and coherent presentation of the phenomenon; and (c) to develop and expand on relevant concepts. a descriptive case study distinguishes itself from other types of case studies by its preoccupation with articulating a descriptive theory. the present study corresponds to qualitative research. according to macdonald (2010), qualitative methods contribute to understanding how people interpret their context, as well as their motivations to act. in this sense, this study aims at shedding light on a pedagogical strategy mediated by the analysis of legal problems and the critical thinking scenarios in online legal english classes roberto-florez, arias-rodriguez & herreño-contreras 128 no. 24 use of digital tools so as to foster critical thinking within legal english classes. this descriptive case study was found on students’ needs analysis which provided useful data in order to design and execute workshops. as part of the research process, students were advised about the research project and its scope as a necessary step to ensure their informed consent. then, a pedagogical intervention and data collection were conducted. finally, data analysis allowed researchers to come up with a set of conclusions and pedagogical implications derived from this research project. data collection instruments over the course of the present research, data collection was conducted by means of three instruments, namely, a survey, a researcher’s journal and a focus group session. survey. a survey is conceived as a “research instrument consisting of a set of questions (items) intended to capture responses from respondents in a standardized manner” (research methods for the social sciences, n.p).the survey consisted of open and closed ended questions intended to delve into students’ perceptions on the class methodology, the legal case analysis approach and whether they considered there was any sort of academic growth in terms of communicative and critical thinking skills. in this sense, “open-ended survey questions allow respondents to answer in their own words [...] in contrast, closedended questions require the respondent to choose from among a given set of response” (salant & dillman, 1994; mcintyre, 1999 cited by glasow, 2005). the survey was administered to identify students’ perceptions about the legal english course in general. journal. this instrument was used by researchers in order to register their classroom observations in a structured journal form, to record meaningful aspects that emerged from the process of teaching and learning english in a legal course and to obtain written registers about students’ performance during the development of the workshops. according to annink (2017), “the research journal is a tool for observing, questioning, critiquing, synthesizing, and acting” (n.p). altrichter and holly (2005) mention some key elements of a research journal, such as: data obtained from various sources, supporting information (photographs, videos), contextual information, researcher’s insights and subsequent ideas or action plans. in this case, the researcher’s journal was complemented by the class videos as all the classes were given by means of web video conferencing applications (zoom and google meet). critical thinking scenarios in online legal english classes roberto-florez, arias-rodriguez & herreño-contreras 129 no. 24 focus group. “in a focus group discussion, researchers adopt the role of a “facilitator” or a “moderator.” in this setting, the researcher facilitates or moderates a group discussion between participants and not between the researcher and the participants” (nyumba et al., 2018, p.21). besides, “the key aspect of focus groups is the interactions between participants as a way of collecting qualitative data that would not emerge using other methods” (kitzinger, 1994, p. 104). when the pedagogical intervention concluded, students were asked to participate in a focus group session to discuss their academic experiences and emotions in a deeper way. the present project was conducted within three different legal english courses, thus, three focus group sessions were carried out, thus, a set of predetermined interview questions were used to gather information. pedagogical intervention the pedagogical intervention of the present research took 4 months and consisted of 4 workshops that were implemented with three different groups of legal english (two in usta tunja and one in usta villavicencio). every workshop was designed in order to attain the following objectives: to promote students’ cognitive skills (interpreting, arguing and proposing), to link prior knowledge to analyze legal cases in english, and to apply different reading strategies to understand legal cases, spread legal vocabulary and share possible solutions orally and in a written way. the workshops’ topics covered various law branches such as family law, public law, criminal law and constitutional law. thus, in the legal english classes, students discussed on issues related to child support, homicide, indigenous communities and the violation of their human rights, the environmental detriment and its correlation with health problems as well as discrimination and the right to free personality development. the aforementioned topics were selected by students themselves as in the first stage of the pedagogical intervention they were requested to gather information of a case that should be treated in class according to their knowledge and experience. they created videos summarizing the main facts of the case, and afterward the whole class was expected to watch the videos and vote. thus, students voted to select the most interesting cases, and based on the voting results, researchers designed four workshops to be carried out within the legal english classes. workshops comprised five stages intended to foster the development of specific skills. the first stage was devoted to introducing vocabulary related to the workshop’s topic so as to allow students to become acquainted with legal terminology. as for the second stage, it usually consisted of a speaking activity derived from a set of guiding questions on the class core topic. the third stage intended to engage students in the case analysis itself. to do so, students were presented the case by means of a video and a summary. in this stage, they firstly approached the case and discussed some initial ideas critical thinking scenarios in online legal english classes roberto-florez, arias-rodriguez & herreño-contreras 130 no. 24 and insights, which served as the starting point to conduct more in-depth research on the issue. during the fourth stage, students were expected to work collaboratively and gather more information on the case and even resort to jurisprudence and normative in order to have a big picture of it. finally, in the last stage they were requested to use digital tools to share their insights. thus, they designed infographics, flipbooks, mind maps to display their insights on the legal case. law students from tunja prepared and performed a hearing in english as a final product. in this task they played specific roles such as: the judge, the lawyers, the witnesses, among others. besides, they followed the stages established in a real hearing, presented the legal documents with proofs and finally, they provided the best legal solutions assuming a critical position and providing strong arguments supported by the colombian law. data analysis ground theory approach was used in order to analyze the gathered information as it allows to organize the information in a systematic way. according to chong and yeo (2015), grounded theory is suitable for analyzing social processes or social life phenomena, especially when there is not theory about it, besides it is appropriate for studying specific moments or situations in education. thus, in the current study, information was collected through the use of three research instruments in order to validate the findings by the use of triangulation. jensen (2008) defines triangulation as “seek out multiple sources of data and use multiple datagathering techniques”. (p. 139). in this study, this process was evidenced because the information was gathered in different ways. afterward, information was gathered, classified and coded from the three legal english groups, identifying similarities and differences, some main categories were established and explained in order to answer the research questions stated at the beginning of the project. findings and discussion in this section findings derived from the present study will be explained: first category: legal vocabulary acquaintance and influences in students’ performance one of the purposes of this study was to motivate law students to use and apply esp within classrooms, as an innovative pedagogical tool in the use of digital environments in order to help them construct critical thinking scenarios in their legal english classes. thus, students could express meaningful experiences through the critical thinking scenarios in online legal english classes roberto-florez, arias-rodriguez & herreño-contreras 131 no. 24 analysis of legal cases. “well teacher, the english classes were nice and i felt motivated to learn because it was a mixed process of english and legal topics. i like the digital tools you gave us in the workshops” (student 26, focus group t, 02.06.2021). this category refers to how this procedure lets them improve their communication in english. we observed that most students showed a positive attitude during the development of each workshop and were able to spread legal expressions when they were interpreting, analyzing and discussing legal cases in english. one of the participants said: “at the beginning, it was difficult to understand vocabulary, but the workshops helped me to learn a lot of expressions of law” (student 11, focus group t, 04.06.2021). esp is a branch of the process of teaching english as a foreign language that aims at teaching the necessary contents in order to help learners perform in specific contexts. in university atmospheres, the necessity to learn another language is increasingly demanding, teachers have great challenges when implementing esp in their areas of study. bearing in mind that, one student expressed that “in the school we learn basic english but, in the university, we must face new content in english and for me it was nice to learn english of my career because it is very important for my profession and with legal cases, i understood better” (student 23, focus group t, 04.06.2021). students felt very well when they realized they could develop hearings in english, using legal vocabulary. they recognized that learning esp allowed them to access new knowledge, academic information, participation in international events, scientific journals, among others. the implementation of esp in the workshops was designed exclusively to meet the students’ specific needs and foster the importance of speaking another language in diverse contexts such as political, economic, social and cultural. furthermore, teachers benefited because they learned new things from law students. one of the researchers mentioned: “students’ mood and attitude towards the class tended to change when they made their presentations. in fact, they made great analyses of the cases and me as a teacher learned a lot from them” (entryresearch journal 3, 20.04. 2021). likewise, another entry refers to the students’ progress in terms of analysis and meaningful use of legal background knowledge: “in the session devoted to socializing students’ insights on the case, students displayed a good performance in terms of the analysis of the case, juridic implications and provision of a verdict according to their knowledge and expertise” (entry-research journal 3, 18.05.2021) in the samples above, it was evident how law students began to understand that learning esp is necessary in their professional life and we can summarize that the workshops contributed to strengthening students’ english level. in conclusion, this research was relevant because it contributed to the training of competent professionals in the area of english as a foreign language, participants were able to play specific roles in different contexts as future lawyers in which they found suitable solutions concerning several legal problems. critical thinking scenarios in online legal english classes roberto-florez, arias-rodriguez & herreño-contreras 132 no. 24 legal case analysis as a efl methodology methodologies in efl are expanded and adapted according to the students’ needs as well as the teaching situations. for example, through the use of technologies, depending on students’ fields of knowledge (esp), of or focused on the development of specific skills such as critical thinking. studies done by bilová (2016) reports that the use of legal cases improve students’ interest and motivation in class work; additionally, through this research, it was possible to show some benefits like the appropriation of legal expressions and the development of critical thinking skills that helped students reinforce their legal knowledge acquisition and english language use (efl). likewise, the development of this research highlights the use of legal cases as a meaningful experience for teachers and students. thus, one of the students points out: “well, teacher, i liked the english classes because we studied legal aspects, and the english class focused on legal english; thus, that is very interesting for us, i liked the use of legal cases a lot” (student 16, focus group t, 14.05.2021). additionally; about the use of legal cases as the main material, one of the researchers remarked: “students showed a positive interest in the development of the workshop. something positive is that the use of real law cases motivated students to search for more information about it. that search was especially done in the news” ( research journal 2, 13.04.2021). the use of real materials -real caseswas a fundamental strategy to motivate language learning. students not only checked the information taken to class like the videos and readings, but also had to search for extra information about the cases in order to obtain more tools to discuss, analyze and propose their own interpretations and verdicts as required in each case analysis. according to studies done by huda (2017), there is a positive attitude on the part of students and teachers about the use of real materials because the topics and materials motivate language use, acquisition and retention of knowledge through practice and class discussion. the present research intended to apply strategies that really motivate students to work in class, participate and be able to develop teamwork. as a result, legal english classes made them feel committed and engaged. in this sense, one of them remarked: “the class was very dynamic, we were able to analyze cases and express ourselves freely according to our own understanding” (student 6, focus group t, 14.05.2021). students’ perceptions about the legal english classes showed that they felt comfortable, not only because they could analyze topics of their own career, but also because the dynamic of the activities allowed them to express their points of view. besides, they could develop teamwork which enriched their understanding and capacity to acquire arguments to defend their position and support their own analysis about the different legal cases. critical thinking scenarios in online legal english classes roberto-florez, arias-rodriguez & herreño-contreras 133 no. 24 case analysis as a way to foster critical thinking skills the present research was conducted with law students enrolled in legal english classes. within their law classes, they were familiar with case analysis as an approach to examine legal cases and come up with plausible courses of action or solutions. researchers implemented case analysis as a methodology to orient legal english classes. the analysis of legal cases contributed to foster critical thinking skills, which in the framework of this research adhered to ennis’ taxonomy of critical thinking. ennis (2011) outlined a set of critical thinking dispositions and abilities. ideal critical thinkers “care that their beliefs be true and that their decisions be justified [...] care to understand and present a position honestly and clearly [...] and care about every person” (pp.1-2). furthermore, ideal critical thinker has the ability to focus on a question, analyze arguments, challenge questions, judge the credibility of a source, observe, and judge observation reports, deduce, and judge deduction, make material inferences, make and judge value judgments, define terms and judge definitions, attribute unstated assumption, consider and reason from premises, reasons, assumptions, positions, and other propositions with which they disagree or about which they are in doubt, without letting the disagreement or doubt interfere with their thinking, integrate the dispositions and other abilities in making and defending a decision. (ennis, 2011, pp2-4) in this regard, students pondered the relevance of case analysis and mentioned that “ for me it is important to use cases because after graduation that will be the challenge we are going to face” (student 3, focus group v, 25.05.2021). similarly, another student asserted that “the experience of analyzing real cases in the legal english class also encourages us to really investigate what happened with that case. when we analyze fictitious examples, our own beliefs and ideas are involved, and we may be wrong” (student 8, focus group v, 01.06.2021). roell (2019) highlights that case studies can be tailored to different language levels and teaching situations, such as english for specific purposes (esp) or content-based learning (language acquisition combined with the study of a subject matter) [...] the more complex the case is, the more specific the knowledge and the more specialized the language students will need. (p. 25) case analysis suits legal english classes because it allows learners to tune their communicative skills in foreign language while they are delving into real examples of legal problems. thus, they may resort to their legal background knowledge to tackle the issue, and attempt to communicate their ideas and insights by means of the foreign language. in this regard, one student stated that “background knowledge was vital when we were searching information about the case because we already know legal terminology in spanish that a person who doesn’t study law, usually ignores” (student critical thinking scenarios in online legal english classes roberto-florez, arias-rodriguez & herreño-contreras 134 no. 24 1, focus group v, 25.05.2021). likewise, another student declared that “the topics to be discussed were not really new, the novelty lied on transferring the legal knowledge into english” (student 6, focus group v, 01.06.2021). concerning the development of critical thinking skills, kuimova (2010) refers to the advantages of implementing the case analysis within the efl classroom. case analysis contributes to develop and raise critical thinking (application/synthesis/evaluation) and reflective learning in the learner; develop problem solving skills; improve the student’s organizational skills – as case studies are sometimes very dense in information, the key is to condense this information into logical sections and organize them so that a clear picture of the problem/issue can be understood; get you thinking and brainstorming; connect theory and practice; teach students that there may not be one«right» answer, after all; encourage attention to and self-consciousness about assumptions and conceptions; reflect the contextual, situated, complex nature of knowledge; get students to be active, not passive[...]. (n.p) in this respect, students tended to correlate criticality with knowledge. thus, one student stated that “as we are about to graduate, we hold a more optimal criterion as lawyers, and it differs from non-lawyers” (student 8, focus group v, 01.06.2021). in conclusion, the present research confirms that case study is a suitable methodology to be applied within efl settings, and its contributions transcend the development of communicative skills in foreign language as it may foster thinking, organization and collaboration skills. critical thinking scenarios in online legal english classes roberto-florez, arias-rodriguez & herreño-contreras 135 no. 24 conclusions after the application of this research project, we could see that communicative and critical thinking skills (ennis’ taxonomy of critical thinking) were fostered using the legal case analysis approach to teach legal english online. through workshops designed by the researchers, students were guided to learn and use legal terminology, reflect on current issues by answering some ice breaking questions, differentiate the parts of a legal case and how they are interrelated, and useful to conduct the legal case analysis. furthermore, they engaged in collaborative activities intended to foster the use of prior legal knowledge, the assessment and exchange of suitable information to come to some conclusions concerning the given case. in this sense, academic activities like the use of real case analysis for teaching may be included as part of the daily teaching in legal english. as it was previously mentioned they allowed students to use their prior knowledge as a way to express their ideas, additionally, they motivate students to solve real life problems and develop abilities of arguing in specific fields of law. in regard to online english teaching, guichon (2009) emphasizes three teaching and pedagogical competences, namely, 1. competency of socio-affective regulation, 2. competency of pedagogical regulation and 3. competency of multimedia regulation. over the course of the present research project, researchers were able to work as a team in order to design legal english classes and develop a pedagogical proposal intended to contribute to the in-tandem development of communicative and critical thinking skills. in relation to the first competency defined as “the capacity to establish a relationship with a learner or a group of learners, to maintain it despite distance, and to eventually build a learning community” (guichon, 2009, p 169), we as researchers advanced in terms of solving students questions and learning predicaments within the online classes, however, there is still too much to do in order to build up real learning communities which transcend the enrollment for just one or two semesters. as for the competency of pedagogical regulation which consists of “proposing clear and concise instructions, providing positive and negative feedback and deploying an array of strategies to facilitate second-language learning” (guichon, 2009, p.169), we must express that it was the core of designing suitable workshops to orient legal english classes and provide a clear class agenda for students to become acquainted with each lesson’s objectives and steps. finally, concerning competency of multimedia regulation that “encompasses both the multimedia literacy and the computer-mediated communication literacy’’ (guichon, 2009, p.170). we, as english teachers and the students as well, are still on the path to becoming more familiar with all the advantages derived from the implementation of online platforms, applications and websites. over the course of the pedagogical intervention and aligned to the university guidelines, we conducted online classes by means of google meet or zoom, and used moodle as the platform to assign classwork. furthermore, students developed some assignments using applications such as canva, flipsnack and flipgrid. critical thinking scenarios in online legal english classes roberto-florez, arias-rodriguez & herreño-contreras 136 no. 24 concerning the students’ performance, their needs count when making decisions about legal cases in order to find a correct solution. the law students achieved their main goal, which was to prepare and perform a hearing in english, including legal vocabulary, support from the colombian law, legal background knowledge, analysis of real legal cases, among others. this was possible because they were internally motivated, their critical thoughts were heard by the teacher-researchers when they made decisions about issues they wanted to address. although this study was successful, there were some limitations related to the use of some digital tools, for some students it was difficult to access to the internet when they had to attend to virtual classes, so they were lost about the activities they had to develop but they were willing to find the way to present tasks on time. lack of time was also a limitation for participants because they had to assume other duties in their several subjects, so they asked teachers to provide extra time for the development of the activities. finally, in some learners, it was not easy to work in groups because of the schedule each one had, thus, during the english classes, it was relevant to assign time and create breakout rooms to give students the chance to communicate and achieve their academic goals. this project is available to be worked in other areas of study in efl as further research because not only law students have the necessity to explore skills about interpreting, arguing and proposing. nowadays, students from different majors should be motivated to have a critical thinking development and the opportunity to learn how to solve problems from their field of knowledge. critical thinking scenarios in online legal english classes roberto-florez, arias-rodriguez & herreño-contreras 137 no. 24 references altrichter, h., & holly, m.l ( 2005). research 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(2015). three approaches to case study methods in education: yin, merriam, and stake. the qualitative report,20(2), 134-152. http://citeseerx.ist. psu.edu/viewdoc/download?doi=10.1.1.686.4291&rep=rep1&type= pdf authors * eliana edith roberto flórez was born in tunja, boyacá – colombia. she holds a ma in language teaching. she has worked in education for more than sixteen years. currently, she is a full-time teacher at universidad santo tomás in tunja. she has been supporting the teaching process of english as a foreign language since 2005. besides, she is a research teacher who has been working in different areas such as virtual tools as a complement of face-to-face classes, the way that students are involved in writing research articles in english collaboratively, teachers and students’ stereotypes about the teaching and learning of english and a project related to the way to increase critical thinking awareness through the use of task-based learning approach. besides, she has published different articles in indexed magazines and academic speaker in national and international congresses. her goal is to help students’ learning process of english as a foreign language according to their academic needs in order to understand social aspects around the world. she belongs to “expedicionarios humanistas” research group from usta – tunja and she is “investigador junior” in minciencias. orcid: https://orcid.org/0000-0003-2586-2670 critical thinking scenarios in online legal english classes roberto-florez, arias-rodriguez & herreño-contreras gladis leonor arias rodríguez holds an m.a. in language teaching from universidad pedagógica y tecnológica de colombia (uptc), m.a. in pedagogy at universidad santo tomas (usta) and currently candiadate to master in spanish and latin american literature (unir). she has investigated elt, literature, curriculum and online education. she is full time teacher and researcher at usta in the “expedicionarios humanistas” group.gladis.arias01@usantoto.edu.co. orcid: https://orcid.org/my-orcid?orcid=0000-0001-7739-3103 yomaira angélica herreño-contreras. the author has a b.a. in modern languages from universidad surcolombiana (colombia) and a m.a. in comparative literature and literary translation from universidad pompeu fabra (spain). she is a ph.d candidate in comparative literature (university of auckland). currently, she is an english professor and researcher at universidad santo tomás (villavicencio, colombia), and an article reviewer for some scholarly journals in colombia and abroad. she has published two books and some articles in research journals, as well as translations in literary reviews. she has participated as a lecturer in various conferences worldwide. she is interested in literary translation,prose poetry, comparative literature, tefl, esp, hots, m-learning and problematizing pedagogy. orcid: https://orcid.org/0000-0002-2132-9222 how to reference this article: roberto florez, e. e., arias-rodríguez, g. l. ., & herreñocontreras, y. a (2022) . constructing critical thinking scenarios in online legal english classes. gist – education and learning research journal, 24. 119-140. https://doi. org/10.26817/16925777.1339 critical thinking scenarios in online legal english classes 68 revisiting the concept of selfefficacy as a language learning enhancer1 revisando el concepto de autoeficacia como un potenciador del aprendizaje de idiomas carol andrea garcía gutiérrez and norma constanza durán narváez2* universidad del tolima, colombia “ if i have the belief that i can do it, i shall surely acquire the capacity to do it even if may not have it at the beginning” mahatma gandhi abstract individuals’ self-efficacy beliefs determine the ways they perform in any domain, since they reflect the extent to which people feel capable to achieve certain accomplishments bandura (1997). this paper describes how a group of intermediate school students’constant failure in the exams, demotivating attitudes, apathy and reluctance to learn english as a foreign language, relate with their perceived capability, self-perception and their prior experiences as language learners. this descriptive and exploratory case study was developed in a private language centre and involved 11 participants. the goal of the study was to understand the causes of the students’ demotivation and reluctance to the language. for this purpose, autobiographies become a springboard to examine students’ language learning experiences. this information was analysed based on the grounded theory approach proposed by freeman(1998), and findings reveal that the inadequate teachers’ discourse, classroom environment, rapport and feedback strategies influenced students’ perceived capability to perform in the english class. in addition, the data showed that the supportive role of parents and relatives, encouraged learners to adopt a resilient attitude with respect to the difficulties while learning the language. 1 received: august 29th 2017/ accepted: november 21st 2017 2 carolgarciagutierrez@outlook.com; ncduran@ut.edu.co garcía & durangist education and learning research journal. issn 1692-5777. no.15. (july december) 2017. pp. 68-95. no. 15 (july december, 2017) no. 15 (july december, 2017) 69 keywords: selfefficacy beliefs, students’ reluctance, autobiographies, teachers’role, efl context. resumen las creencias de los individuos acerca de su autoeficacia determina la manera en la que se desempeñan en cualquier escenario, puesto que éstas reflejan la manera en la que las personas se consideran capaces de alcanzar ciertos logros. bandura (1997). este artículo, describe la forma en la que la continua pérdida, la desmotivación, la apatía y el rechazo hacia el aprendizaje de la lengua extranjera de un grupo de estudiantes de nivel intermedio, se relacionan con su autoeficacia, su auto percepción y experiencias como aprendices de inglés como lengua extranjera. debido a su carácter cualitativo y exploratorio, este estudio de caso fue llevado a cabo en un centro de idiomas de carácter privado y comprendió la participación de once estudiantes. el propósito del estudio se enmarcó en la comprensión de las causas por las cuales dichos estudiantes mostraron desmotivación y rechazo al idioma. por ello, las autobiografías se convierten en una herramienta para indagar acerca de las experiencias de aprendizaje en lengua extranjera de los estudiantes . la información fue analizada a través del análisis temático propuesto por freeman (1998), y los resultados revelan que un inadecuado discurso por parte del docente, el ambiente de clase, la falta de empatía con los estudiantes y las estrategias de retroalimentación utilizadas, influyeron en la autoeficacia de los estudiantes para desempeñarse en la clase de inglés. por otra parte, la información mostró que el apoyo que los estudiantes recibieron de sus padres y familiares, los motivó a adoptar una actitud resiliente con respecto a sus dificultades durante el aprendizaje del inglés. palabras clave: creencias sobre la autoeficacia, rechazo de los estudiantes al idioma, autobiografías, contexto de aprendizaje del inglés como lengua extranjera. resumo as crenças dos indivíduos acerca da sua autoeficácia determinam a maneira na que se desempenhem em qualquer cenário, posto que as mesmas refletem a maneira na que as pessoas se consideram capazes de alcançar certos aproveitamentos. bandura (1997). este artigo, descreve a forma na que a contínua perda, a falta de motivação, a apatia e a rejeição em relação à aprendizagem da língua estrangeira de um grupo de estudantes de nível intermédio, relacionam-se com a sua autoeficácia, a sua auto percepção e experiências como aprendizes de inglês como língua estrangeira. devido ao seu caráter qualitativo e exploratório, este estudo de caso foi realizado em um centro de idiomas de caráter privado e compreendeu a participação de onze estudantes. o propósito do estudo se delimitou na compreensão das causas pelas quais os referidos estudantes mostraram falta de motivação e rejeição ao idioma. por isso, as autobiografias se convertem em uma ferramenta para indagar acerca das experiências de aprendizagem em língua estrangeira dos garcía & duran no. 15 (july december, 2017) no. 15 (july december, 2017) 70 estudantes. a informação foi analisada através da análise temática proposta por freeman (1998), e os resultados revelam que um inadequado discurso por parte do docente, o ambiente de classe, a falta de empatia com os estudantes e as estratégias de retroalimentação utilizadas, influíram na autoeficácia dos estudantes para desempenhar-se na aula de inglês. por outro lado, a informação mostrou que o apoio que os estudantes receberam dos seus padres e familiares, motivou-os a adotar uma atitude resiliente com relação a suas dificuldades durante a aprendizagem do inglês. palavras chave: crenças sobre a autoeficácia, rejeição dos estudantes ao idioma, autobiografias, contexto de aprendizagem do inglês como língua estrangeira self-efficacy as a language learning enhancer garcía & duran no. 15 (july december, 2017) no. 15 (july december, 2017) 71 introduction the concept of self-efficacy, entails to what extent individuals believe they are capable of accomplishing something under several circumstances bandura (1997). this construct becomes an eye opener at the time of understanding the myriad of reasons that interfered with the students’ performance in the language learning classroom. this qualitative study aimed at exploring the correlation between the high school learners’ prior language learning experiences and their recurrent failure of the english courses, that led them feel demotivated, and have a poor perception of their own potential as language learners and their ability to overcome difficulties. this ten month research was carried out with a group of 11 students from a private school , who took classes in a private language institute in ibague. to accomplish the aim of this research, autobiographies became a powerful source to dig into the students’ language learning experiences. with respect to this, coffey & street (2008), assert that “the analysis of first -person accounts of the language learning process has gained legitimacy as a qualitative method of inquiry giving voice to the learner’s own view of factors both predisposing and sustaining different trajectories of language learning.” (p.452). furthermore, barkhuizen, benson, & chik (2014) assert that “autobiographical accounts tend to bring the emotional dimensions of language teaching and learning, which are often suppressed by other research approaches, to the fore.” (p.12). this helped us to understand the relevance of this type of instrument at the time of inquiring into students’ experiences, and made us aware of the importance of narrative inquiry as a useful approach to make sense of the learners’ experiences and the way they represent them to others barkhuizen et al., (2014). the reasons above, guided the following research question: how are the relationships between students’ language learning experiences and their perceived capability evident in learners’ narratives? which has to do with the role of autobiographies in informing about students’ previous experiences, and their relationship with their sense of capability or self-efficacy to learn and be successful in the language learning. the decision of inquiring into students’ language learning experiences by means of autobiographies uncovered a range of complexities of human behavior that may not be explored through other sources. moreover, the results of this study revealed the importance of revisiting the concept of self-efficacy in the language learning processes, self-efficacy as a language learning enhancer garcía & duran no. 15 (july december, 2017) no. 15 (july december, 2017) 72 since it can be a foremost alternative to expand the view of teachers with respect to the need of creating safer learning environments and opportunities for students´ improvement, and the decisive role of the educators in students’ willingness or unwillingness to learn. as researchers, we strongly believe that exploring new avenues to understand how emotional competence unfolds becomes at the core of language teaching and learning scenarios. consequently, this study shows how the concept of self-efficacy regains relevance, and becomes a magnifying glass to see teaching and learning through a new lens. the oncoming sections of this article will discuss the methodology followed, the different categories that emerged from the analysis of the students’ autobiographies in relation to their self-efficacy as language learners and lastly, we present the findings and the conclusions. literature review this study is supported on a body of constructs and related research that illuminated our path to explore and find answers to our inquiry. we begin by clearing the ground on the notion of selfefficacy, the sources that nourish individuals’ self-efficacy beliefs and then present some research that has been undertaken in the field of language teaching. finally, we conceptualize the autobiographies and inform about some studies in which they have been used to inquire into individuals’ experiences. revisiting the concept of self-efficacy to conduct this study, we took largely into consideration the definition of self-efficacy coined by bandura (1997), since he started to do some research on the field, which has enriched the scope of the topic in studies done by some psychologists and educators, as well as encouraged new researchers to expand knowledge in the direction of learners’ perceived capability. bandura (1997), states that self-efficacy is related to how capable individuals believe they are at the moment of carrying out a specific task in any domain. according to this author, the individuals’ self-efficacy influence their thought processes, level of persistency, motivation and affective states. that is, the individuals’ self-efficacy determines the performance of individuals increasing or diminishing their beliefs concerning their capability to do something; therefore, we can say that people also build some self-efficacy beliefs. to understand this concept self-efficacy as a language learning enhancer garcía & duran no. 15 (july december, 2017) no. 15 (july december, 2017) 73 more deeply, it is necessary to elaborate on the notion of beliefs as follows. in line with pajares (1992), beliefs represent a subject of inquiry in different fields, which makes them feasible to be explored through the appropriate methodologies and designs. in addition, sigel (1985) described that beliefs are “mental constructions of experienceoften condensed and integrated into schemata or concepts” (p.351). sigel’s definition is complementary to the one provided by rokeack (1968), since he considers that beliefs have two additional components apart from the one that represents the mental constructions of experience: the affective and behavioural. the affective component incites emotion and the behavioural one is activated when certain actions require it. this implies beliefs are a representation of what a person thinks about certain situations in relation to their emotions and the different settings that demand a specific behaviour from their part. these components are distinctive features of the individuals’ self-efficacy beliefs, which can be weak or strong. with respect to this, bandura (1997) states: people who doubt their capabilities in particular domains of activity shy away from difficult tasks in those domains. they find it hard to motivate themselves or increase their confidence to carry out a task since they slacken3 their efforts or give up quickly in the face of obstacles. (p. 39). on the contrary, people whose self-efficacy beliefs are strong can overcome difficult situations easily because they conceive them as challenges instead of threats to avoid. additionally, they set challenging goals and are consistent to achieve them in spite of failures or setbacks, which they surpass quickly. these outcomes make individuals have successful orientations towards the accomplishment of certain performances, and confirms that self-efficacy beliefs are “active producers instead of merely foretellers of attainments, which makes them the unique dispositional make up of efficaciousness of any person”(bandura,1997, p.42). due to the characteristics already mentioned, self-efficacy beliefs form part of the big term called self-efficacy which was defined above and is related to factors such as self-regulation and motivation, and operates as a key factor in a generative system of human competence or performances. 3 to become less productive or fail. self-efficacy as a language learning enhancer garcía & duran no. 15 (july december, 2017) no. 15 (july december, 2017) 74 it’s important to say that according to bandura (1997), people build their self-efficacy beliefs selecting, interpreting and integrating the different information they receive. to do so, there are four main sources where they get this information, which correspond to enactive mastery experiences, vicarious experiences, verbal persuasion and physiological and affective states. enactive mastery experiences: this is related to the different successful or unsuccessful experiences an individual has had. in turn, these appear closely connected to the cognitive, behavioural and selfregulatory tools people use to face and overcome different kinds of circumstances without diminishing their self-efficacy beliefs. vicarious experiences: bandura (1997) claimed that “social comparison operates as a primary factor in the self-appraisal of capabilities” (p.87). this social comparison, refers to the vicarious experiences a person can have, that is, the second-hand experiences that model people’s level of perceived self-efficacy, in the sense that the performance of others are useful to make them conscious of their own capabilities to succeed and get the same or even, better results; this way their self-efficacy beliefs can be increased. verbal persuasion: this source refers to the encouragement given by others to recognize one’s capabilities and efforts to do certain attainments. in line with bandura (1997), people who are persuaded verbally regarding their capabilities to do something successfully, are more able to mobilize great effort and sustain it even in harder circumstances. thus, self-efficacy beliefs can be encouraged through verbal persuasion. physiological and affective states: it refers to the way people judge their capabilities by getting information from the somatic indicators they show when facing situations of vulnerability or aversive arousal for them. hence, as teachers, to help students get the right information from this source we are expected to “(…) enhance physical status, reduce the stress levels and negative emotional proclivities, and correct misinterpretations of bodily states” (bandura & cioffi, 1997, p.106) these sources constitute a way to understand the origin of the students’ perceived capability. in the case of this study, the sources mentioned showed how the students’ self-efficacy was influenced by the different experiences they lived in the english classroom, which made them have a good or a poor attitude towards the language learning. self-efficacy as a language learning enhancer garcía & duran no. 15 (july december, 2017) no. 15 (july december, 2017) 75 self-efficacy and english language teaching previous studies have reported interesting research in the field of self-efficacy, english language teaching and learning and other domains of knowledge. although the investigations undertaken don’t represent a considerable number, some important contributions are acknowledged below. shi (2017), an assistant professor of the china university, presents a review with respect to self-efficacy, based on previous research done in the sla field, specifically in the motivation area. according to the writer, the term self-efficacy is part of a paradigm called the expectancy value theory, which proposes that learners’ motivation is influenced greatly by their expected success in a task and the value they give it. some of the studies this professor presents, refer to the research done by teng (2005), tilfalioglu and cinkara (2009), rahimi and abedini (2009), naseri and zaferanieh (2012), and idrus and sivapalan (2010). these authors whose studies were conducted in taiwan, turkey and iran, found a correlation between the participants’ self-efficacy and their self-directed learning, as well as their reading and listening comprehension skills. besides, the researchers also pointed that the individuals’proficiency level, their writing and speaking performance and the ability to acquire new vocabulary, could be successful or not depending on their self-efficacy beliefs. these studies document how the subject of self-efficacy has been explored in the elt field, which supports the nature of this study and suggest the exploration of the language learners’ self-efficacy beliefs in light of theory. another important study that confirms the influence of the individuals’ self-efficacy beliefs in their development was conducted by bandura, caprara, barbaranelli, gerbino, & pastorelli (2003). these authors explored and measured 464 adolescents’ self-efficacy beliefs to regulate negative affect as well as positive and negative emotions to carry out interpersonal transactions and academic tasks. according to the findings, having a strong sense of self-efficacy to manage one’s positive and negative emotional life, that is to say having strong selfefficacy beliefs to control one’s affective states contributes to the development of successful academic activities. likewise, the analysis of the data showed that the perceived self-efficacy of individuals is a general contributor to manage academic issues and to develop a perceived self-efficacy that improves the individuals psychological functioning. self-efficacy as a language learning enhancer garcía & duran no. 15 (july december, 2017) no. 15 (july december, 2017) 76 with reference to the role of self-efficacy in human functioning, the research project conducted by bandura, martinez pons, & zimmerman (1996) gives also relevant information. these authors selected 102 ninth and tenth graders to answer two different scales, referred to the type of self-regulating strategies they used and the strategies they implemented to reach a successful academic achievement in the social studies subject. in line with the results, the learners’ self-efficacy beliefs for academic achievement influenced their final score considerably. moreover, it was found that the students’ perceived self-efficacy for achievement had a direct influence on their outcomes and goals. at a local level, some interesting research studies have been conducted, and one of those was aimed at developing students’ selfefficacy. cardona, j., & novoa, l. (2013), encouraged 20 students from a private and a public school to develop their self-efficacy to write argumentative texts using modeling strategies and giving constant feedback. after interpreting the data collected through written samples, questionnaires and semi-structured interviews, findings revealed that students’ motivation to write increased markedly, and attitudes like persistence and resilience were constant when they had to carry out different written tasks. another relevant research study was done by contreras, f. e., j. esguerra, g. haikal, a. polanía, a. rodríguez, a. (2005). these teachers identified the self-efficacy beliefs of 120 highschool students from a private school in bogota, to analyse the extent to which self-efficacy and anxiety were related to students’ performance in five specific subjects: arts, english, social studies and mathematics. to identify learners’ beliefs, they used a general scale used for these purposes. data revealed that the students’ self-efficacy beliefs were producers of their academic development, that is, the learners’ self-efficacy beliefs influenced their performance in the areas mentioned above, which verifies their vital role in humans’ performance. although the studies above show the importance of the topic of self-efficacy in the language learning process, there has not been an extensive research on the field in our country. therefore, we consider this study can contribute to the understanding of the different ways students have built their self-efficacy beliefs throughout their experiences as language learners, and how these ones give information on their possible reluctance, apathy and poor performance in the language. self-efficacy as a language learning enhancer garcía & duran no. 15 (july december, 2017) no. 15 (july december, 2017) 77 autobiographies and students’ language learning experiences since this study seeks to inquire into the students’ self-efficacy beliefs, we decided to dig into their language learning experiences, so we could get relevant information of the ways they have built their perception of english as a foreign language and how this perception has influenced their perceived capability as learners. to do so, we chose the autobiographies as the main source of information in this study, because they are useful to explore peoples’ beliefs and perceptions towards the learning process, and to understand how individuals construct meaning out of the experiences they have lived. durán, lastra, & morales (2013). furthermore, johnson (1999), asserts that autobiographies shed light on people’s prior experiences and beliefs, so they can be analysed critically to comprehend how complex is their understanding of the learning process; in other words, autobiographies can inform about people’s experiences, which may give important insights about how they have learnt and use the language. a study that confirms how autobiographies help teachers dig into students’ experiences is the one conducted by barclay-mclaughlin, kershaw & roberts (2007). the participants were aimed to write an autobiography including different stages of their childhood, elementary, middle and high school, the people that related to these phases and the context where these events took place. after sharing the personal accounts to each other, they found out that the cultural autobiographies enhanced the individuals’ selfand social awareness, and also the understanding of others. it’s also important to say, that autobiographies have been used in other areas of education to explore student attitudes and behaviors, as tse (2000) claims in her research report, concerning the analysis of students’ autobiographies in the english classroom. in this study, the researcher asked 37 undergraduate and graduate students to write some autobiographies in order to get to know their experiences as language learners, and their attributions to success and failure. after analysing the data, the researcher concluded that learners considered that an appropriate classroom atmosphere and a caring teacher were essential to succeed when learning a language, together with the contribution of family or community sources tse (2000). that is why they also claimed that attributions for failure also included the teacher, the classroom environment and the teacher-student interactions. clearly, due to its main characteristics, autobiographies can give important information on the ways learners build their self-efficacy beliefs in the process of learning the language selecting, interpreting self-efficacy as a language learning enhancer garcía & duran no. 15 (july december, 2017) no. 15 (july december, 2017) 78 and integrating several information from the four sources mentioned by bandura (1997). because of this, we considered these were an appropriate method and an object of inquiry to advance the understanding of students’ poor perception as learners and their unwillingness to study english, going beyond their academic performance and exploring their affective dimension, which in line with brown (2007) “is the emotional side of human behaviour and can be juxtaposed to the cognitive side” (p.153). that is to say that both affective and cognitive sides are important when talking about a person’s learning process, in the sense that the beings’ personality and sociocultural factors are taken into consideration to understand his or her development. in words of arnold (1999) and brown (2007), these factors can be categorized as individual and relational and refer to anxiety, inhibition, self-esteem, motivation, resilience, receptivity, willingness to communicate, risk taking, empathy and classroom transactions, and relate to the recognition of emotion, feeling, mood or attitude in the english class. it is also worth noting, that the studies above provided an important opportunity to advance in the understanding of autobiographies as a source of inquiry, and reclaims the relevance of narratives at the moment of exploring people’s experiences, as barkhuizen, benson, & chik (2014) claim: “a focus on narrative content can certainly contribute to a richer and more rounded understanding of language teaching and learning as lived experience” (p.3). this is verified by an important study carried out by beheshti & noor (2013), in which the authors were intended to analyze the impact of different journaling techniques on sixty iranian language learners. the results of the study showed that encouraging students to keep a journal through which they could reflect about their experiences as learners maximized the sources that nourished their self-efficacy beliefs. in keeping with the previous literature review, it is evident that the issue of self-efficacy is of central importance for teachers, and in particular language teachers to understand the reasons behind the learners’ poor or successful performance at the time of learning english as a foreign language. indeed, the previous studies showed how the students’ self-efficacy can have a positive or a negative impact in their performance, which gives support and relevance to the exploration of the students’ language learning experiences in relation to their selfefficacy beliefs. self-efficacy as a language learning enhancer garcía & duran no. 15 (july december, 2017) no. 15 (july december, 2017) 79 methodology research design this study falls in line with the principles and procedures of a qualitative case study since it pursues “an intensive, holistic description and analysis of a bounded phenomenon such as a program, an institution, a person, a process or a social unit” merriam (1988) p.14. in this case and as the same author states, the interest is in the process rather than outcomes, in the context, rather than specific variables, in discovery rather than confirmation and it is reflected in the following research question that guides the study: how do students’ narratives inform about the relationships between their language learning experiences and their perceived self-efficacy in the language learning process? furthermore, for the purposes of this study it is clear that the understanding of the relationship between students’ language learning experiences and their self-efficacy, is central to improve practice, as it will be shown at the end of this chapter. by the same token the grounded theory approach proposed by freeman (1998), becomes the mode of exploration of the phenomenon of the self-efficacy of the students and its relation with their language learning experiences. this was done by the establishment of commonalities between the data and their possible connections with the phenomenon under study. in this way, as researchers we could go beyond the apparent students’ reluctance and indifference towards learning and lack of interest, to turn failure into a new challenge or opportunity to move forward. the form of narrative considered for the purposes of this study was the autobiographies, which are also defined as histories in this case of language learning. according to benson (2011), the term history suggests a long term account as well as periods over a person has learned a language such as a year, or semester or an incident that lasts not more than a few minutes. this was a key aspect for this exploration because the study lasted ten months, and the participant students had taken english courses during two years approximately which turned into an interesting amount of time and range of experiences to look at. context and participants the population who participated in this study was a group of 11 intermediate students who were ninth and eleventh graders, and their ages ranged from 13 to 15 years old. the criteria for the selection of this population, was the presence of a phenomenon of constant failure and reluctance of the students towards learning the foreign language, and the purpose of understanding the situation further and hopefully to self-efficacy as a language learning enhancer garcía & duran no. 15 (july december, 2017) no. 15 (july december, 2017) 80 come up with alternatives to overcome the issue under study, in these students and others in similar circumstances. the students were enrolled in an agreement between their school and a recognized language centre of the city, which established 16 levels of english (two per month) as a requirement to graduate from high school; that is to say the learners had to go to the institute to have english lessons two days (five hours) a week, so, they could take the courses as a school subject. data collection instruments the participants were encouraged to write an autobiography (see appendix 1) using a time line through which they could talk about the most important experiences and childhood memories they have lived as kids or youngsters, and as students of english as a foreign language. subsequently, the teacher researcher showed them their own autobiography (see appendix 2), in order to motivate them to do the activity and give them some ideas. it is important to say that learners were guided through some questions (see appendix 3 ), which were aligned to their former language learning experiences and the sources they used to learn english. this was done to see eventual connections between those facts and the way they have built their self-efficacy beliefs. with the purpose of conducting the study ethically, it was considered the parents’ permission to use the students’ narratives taking into account their ages. consequently, the parents signed a consent form (see appendix 4) where they were told the information was going to be used for research purposes only. data analysis and interpretation the autobiographies were collected and immediately read as the first step in the analysis, which was supported on the grounded theory approach as it was mentioned before freeman (1998). in this sense, the data was read repeatedly and colour coded according to the recurrence of themes. patterns in the themes which connected the autobiographical accounts were identified leading to the interpretation of them. this interpretation was done through the categorization of data extracts and their reorganization under thematic headings polkinghorne (1995). the preliminary categories were also generated from the analysis of points of similarity and difference throughout the data to have a broader analytical viewpoint and later, they were rearranged based on theoretical self-efficacy as a language learning enhancer garcía & duran no. 15 (july december, 2017) no. 15 (july december, 2017) 81 arguments to provide more validity to the findings, as it is shown in the following figure: figure 1. similarities and differences of data the themes above were specified and explicit to display initial findings and interrelations, and subsequently configure the categories that emerged from the data analysis. the following categories bring to surface issues connected to students’ previous experiences, and different dimensions of interactions in and outside the classroom, that seem to have shaped the way they see themselves as successful or academically disadvantaged learners. next there are the two main categories that were generated out the data analysis: learners’ discouraging experiences and students’ negative states. discouraging experiences: particularly, after the analysis the data through the grounded theory approach, it was found that the majority of the students’ have had discouraging experiences when learning english. one of the consequences of these demotivating experiences is their repetitive failure of the english courses and the exams. according to the data and grouping commonalities, this continuous deficiency could be explained by the aspects below: teachers’ discourse and didactics: turning to the teachers’ discourse and didactics, students mentioned how the inadequate classroom management and error correction techniques used by their teachers, as well as their poor appraisal to learners’ work, the teachers’ centred lessons, and their inadequate discourse remarks made them feel apprehensive, inhibited and demotivated to learn the language. this implies that the teacher’s performance seems to have influenced self-efficacy as a language learning enhancer garcía & duran no. 15 (july december, 2017) no. 15 (july december, 2017) 82 learners’ states in the english classroom, which have tended to be negative, as it is shown next: “pues una de mis malas experiencias fue con una profesora del centro de idiomas, por su forma de enseñar no le entendía nada y eso me frustraba un poco y pues su forma de corregirnos no era la más apropiada, por lo que daba miedo y pues el inglés no es una de mis materias preferidas y así como que menos uno le halla el gusto” (participant g, personal communication, june 25, 2015): “hasta donde tengo memoria, unos pocos profesores mostraron interés por mi proceso de aprendizaje a lo largo de los años. una profesora llamada dora, fue la única de los profesores que fue paciente conmigo. sus clases eran dinámicas y algunas otras eran normales (…) dora me decía que le gustaban mis presentaciones y la manera como ponía atención en clase, porque ella siempre esperaba sentirse orgullosa de nuestro aprendizaje y avance, más allá de darnos una nota. para ella, enseñar era más que un trabajo” (participant b, personal communication, june 25, 2015). classroom transactions: according to arnold (1999) and brown (2007), classroom transactions imply that learners need to be encouraged and assisted in the classroom. in this respect, students’ autobiographies showed that most of them were not motivated enough to learn and use the language in their english classes; on the contrary, they were inhibited, embarrassed in public and demotivated instead, as a consequence of the inadequate classroom transactions and the inappropriate discourse. these are factors educators tend to take for granted, or assume as a common place in the classroom daily basis practice or discourse, disregarding the negative influence these traits bring to the students’ prospective performance and behaviour: “lo mismo me pasó con el mini proyecto; lo hice pero cuando iba a la mitad de la presentación me dijo: “si no va a aprender que usted se tiene que memorizar lo que trajo no lo presente; y además yo no la pienso pasar con cosas tan mediocres. desde ahí fue cuando comencé a decirme que soy una bruta que no sirvo para nada etc”. (participant f, personal communication, june 25, 2015) “yo siempre sentía que ella me tenía rabia ya que no era como unos niños que sabían más que yo. entonces yo nunca le participaba porque ella nunca me dio esa confianza, siempre me sentía insegura en todo no podía hacer algo sola porque siempre pensaba que me iba a quedar mal ya que ella siempre me ignoraba o todo me decía que me quedaba mal; nunca me explicaba.” (participant f, personal communication, june 25, 2015). self-efficacy as a language learning enhancer garcía & duran no. 15 (july december, 2017) no. 15 (july december, 2017) 83 once again, it is shown that learners’ self-efficacy beliefs could have been diminished dramatically by some of their teachers through an inappropriate discourse and classroom transactions that show they neglected students’ affective domain, which according to brown (2007) is “the emotional side of human behaviour and can be juxtaposed to the cognitive side” (p.153). this explains why educators need to create good conditions that predispose students positively to learn the foreign language and handle adversity in a proactive way. wright (2005). students’ negative states: it is important to say that students’ negative states can be categorized into individual and relational factors. according to arnold (1999), these factors express students’ behaviour as individuals and as participants in a sociocultural context. under these circumstances, some of the negative states learners have had during their experience refer to anxiety, inhibition, low self-esteem, lack of motivation, and lack of empathy from the teachers; as well as other negative emotions, such as fear and frustration, which could be possible consequences of the teachers’ inappropriate discourse and classroom transactions. the next extracts from the students confirm this: “diría que fue la primera vez en el centro de idiomas pues con este profesor entendía muy poco él no pensaba si entendíamos o no las cosas que él le explicaba, y si hacíamos la actividad mal se ponía furioso y nos regañaba... recuerdo que no entendía nada, este nivel lo perdí, el castigo fue duro y desde ahí le temo a equivocarme o a perder un nivel”. (participant l, personal communication, june 25, 2015). “porque me siento insegura con lo que hago y me dan muchos nervios (…) cuando pienso cosas negativas de mí misma (…) cuando pienso en mis padres en que los he hecho perder mucho dinero en los niveles”. (participant f, personal communication, june 25, 2015). it is important to say that according to bandura (1997), people judge how capable they are to do something based on the somatic indicators they show when facing certain situations that are aversive or difficult. these indicators are negative states that prevent learners from performing adequately. for this reason, if students feel: anxiety, fear, confusion, inhibition, nervousness, selfdisappointment, or if they experience: frustration, lack of confidence or low self-esteem when doing certain attainments, their self-efficacy beliefs could be low . an evidence of this is provided by the excerpts of the students, which show the learners may have a low level of perceived capability since the negative states mentioned above emerged when they needed to do a specific task. this may be related to the fact that the teachers were not making enough effort to create the optimal conditions for students self-efficacy as a language learning enhancer garcía & duran no. 15 (july december, 2017) no. 15 (july december, 2017) 84 to learn and use the language in class. besides, this also suggests that students’ negative states seemed to be linked directly to the kind of rapport their teachers built in the classroom, which is also related to the classroom climate of the lessons wright (2005). that is to say that learners tended to feel uncomfortable with their educators’ teaching style and the kind of relationship they built with them, which seemed to be distant and made students feel fear and other negative states already mentioned. according to the analysis above, it is evident that the main relationships between the students’ language learning experiences and their perceived capability can be understood by the way these experiences shaped their self-efficacy beliefs and the different sources from which they build them. these sources, as it was mentioned in the literature review, refer to enactive mastery experiences, verbal persuasion and physiological and affective states. a discussion of how these experiences influenced the self-efficacy beliefs of the learners in this study through the sources mentioned will be provided as follows: enactive mastery experiences: as reported in the autobiographies, the students were exposed to discouraging experiences in the language where the teachers’ discourse and didactics, as well as their classroom transactions and the methodology used created an inadequate classroom climate, that made them feel threatened to express themselves using the language. according to the data, this demotivated them to study and made them feel reluctant towards english. evidently, this first source coined by bandura (1997), was not nourished appropriately, which explains why their self-efficacy beliefs were not strong. verbal persuasion: in agreement with the learners’ personal accounts, the continuous discouragement given by their teachers as well as the inadequate error correction techniques and classroom transactions made them feel insecure and increased their reluctance to the language. as bandura (1997) argued, when a person is encouraged and praised verbally, the verbal persuasion source is heightened, and as a consequence, his or her perceived capability; in this case, the majority of the students were not encouraged verbally, which may have weakened their self-efficacy beliefs. however, it is important to say that a few of the learners received a support from their parents and relatives that contributed to the enhancement of this source. physiological and affective states: in consonance with the data, this was one of the sources that was diminished the most, since it was evident the way students’ negative states such as anxiety, inhibition, fear, frustration, nervousness among others, came into surface when self-efficacy as a language learning enhancer garcía & duran no. 15 (july december, 2017) no. 15 (july december, 2017) 85 they tried to participate in class, do oral presentations or take written and oral exams. besides, the analysis showed how the learners’ perception about themselves was affected in a negative way, since the continuous discouraging experiences they have faced and the lack of rapport between them and their teachers, made them feel less confident when learning and using the language in the class; this explains their constant failure patterns in the regular courses. to summarize, it is evident how the students’ language learning experiences shaped their self-efficacy beliefs, which made the learners show a poor performance in the language, have a constant failure in the courses and be reluctant and apathetic to the learning process as a consequence. moreover, it is clear that the autobiographies were a very valuable instrument to inquire into the participants’ language learning experiences, and that this information was validated against the theory and the results of previous studies. discussion of the findings undeniably, the categories obtained after the analysis of the autobiographies which referred to discouraging experiences, students’ lack of commitment, teachers’ discourse and didactics, classroom transactions and students negative states, provided relevant information about how weak or nourished were the four main sources proposed by bandura (1997) related to enactive mastery experiences, verbal persuasion and physiological and affective states, so the learners’ selfefficacy beliefs could be explored. with regard to the question: how are the relationships between students’ language learning experiences and their perceived capability evident in learners’ narratives?, the ideas stated in the personal accounts showed that the negative experiences of the students when learning, the lack of rapport in the classes, the continuous embarrassment and discouragement they were exposed to, the fear they started to feel to participate, and the fact that their work did not seem to be valued enough in class, weakened three of the afore mentioned sources proposed by bandura (1997). these aspects, explain why the relationships between the students’ language learning experiences and the self-efficacy beliefs they acquired during the process were intertwined, since they were shaped by their teachers’ discourse and didactics, the classroom environment of the lessons and the classroom transactions that took place and made the students show a continuous reluctance and apathy to the language. self-efficacy as a language learning enhancer garcía & duran no. 15 (july december, 2017) no. 15 (july december, 2017) 86 evidently, the autobiographies gave representative information about this such symbiotic relationship, confirming what durán narváez, lastra ramírez & morales vasco (2013) indicate in their research article about this type of narrative, as a useful tool to dig into the individuals’ experiences and to get to know their identity as learners. in short, it can be claimed that the relationships between students’ language learning experiences and their self-efficacy beliefs, were clear in learners’ autobiographies. as a result, the research question of the study was answered extensively, and the theoretical constructs that support the relationships between students’ self-efficacy beliefs, language learning experiences and narratives were verified in this study. conclusions in line with the information presented in this study, which was part of a larger one, findings reveal that the implementation of autobiographies in the english class can give information on the engagement patterns teachers build in the classroom, which reflect their teaching style, classroom management strategies and the climate where students learn the language wright (2005). under these circumstances, implementing autobiographies can shed light on the roles teachers and students perform. the use of autobiographies enables an understanding of the way students feel when they are heard and valued in the english classroom, since the participants of this study expressed their insights about their language learning process freely for the first time without being judged. surprisingly, during and after the autobiographies implementation, learners started to be willing to learn the language and go to class, which led them to see english differently. indeed, feeling that their voice counted in the teaching learning process and their histories were important for the teacher, made students get more interested in the language. this study confirms earlier work done by bandura (1997) who asserted the influence of the role of self-efficacy beliefs in the individuals’ performance. moreover, the data demonstrated that the students’ self-efficacy beliefs in the language were not strong, which was a result of the discouraging learning experiences they have been exposed to. in consequence, these experiences weakened the learners’ perceived capability, which led them show reluctance and apathy to english as well as constant failure patterns. self-efficacy as a language learning enhancer garcía & duran no. 15 (july december, 2017) no. 15 (july december, 2017) 87 this project was restricted by time constraints and the difficulty of the participants to express themselves clearly through the personal accounts, since it was the first time they had the opportunity to write about their learning experiences in the foreign language. this made the grounded theory analysis more extensive but rich, meaningful and fruitful at the same time. for further research, it would be interesting to expand learners’ life stories to understand the way their experiences shape their performance, attitude and above all, their perception and identity as learners. it can be concluded that inquiring into the learners’self-efficacy beliefs can help the academic community to understand the students beyond the texts books and the grades they can get in a classroom, giving importance to their affective dimension, which underlies their feelings, perceptions, classroom patterns, the type of environment built in the lessons and the different teaching styles that emerge in each encounter. the issue of re-thinking the role of the teachers in education is of central importance since little attention has been paid to the appraisal of students’ previous experiences, the affective dimension in class and the creation of safer classroom environments that boost students’ learning; this might be done by becoming educators that empower students “with a profound trust in people and their creative power” (freire, 1969, p.24) and by recognizing learners’experiences: children’s... experiences are tremendously valuable resources for education. our role as teachers is to build upon these experiences and to create an environment where students can make connections to other experiences, construct personal meaning out of what they are learning and become open to new possibilities for growth... their experiences need to be taken seriously and woven integrally into the curriculum... there must exist continuity between the child and the curriculum in order for learning and growth to occur. hytten (2000) p. 460 (as cited in banks-joseph, gilmore and shawer ,2008) (p.4) self-efficacy as a language learning enhancer garcía & duran no. 15 (july december, 2017) no. 15 (july december, 2017) 88 authors *norma constanza durán narváez hold an ma in applied linguistics to tefl from universidad distrital francisco josé de caldas and a specialist in english language teaching from universidad del tolima (colombia). her research interests include teacher learning and professional development, cognition processes in teacher education and efl teaching and learning processes. she is currently a full time teacher in the b.ed in english program and part time teacher in the english didactics master program at universidad del tolima, colombia. carol andrea garcía gutierrez is enrolled in the english didactics master program at universidad del tolima, colombia. in the last two years, she worked on a research study named: exploring students’’ self-efficacy in the language learning process, from which the information discussed in the article is part. she has been a teacher for ten years and managed different types of audiences such as: children, intermediate school students and undergraduate learners. she has also worked in private schools, language learning centres and at the university of tolima as well. she is currently teaching english in the language centre at universidad militar nueva granada, colombia. self-efficacy as a language learning enhancer garcía & duran no. 15 (july december, 2017) no. 15 (july december, 2017) 89 references arnold, j. (1999). affect in language learning. cambridge university press. bandura, a., martinez pons, m., & zimmerman, b. j. (1996). selfmotivation for academic attaintment: the role of self-efficacy beliefs and personal goal setting. american educational research journal, 29(3), 663-676. bandura, a. (1997). self-efficacy: the exercise of control. new york: w.h freeman and company. bandura, a., barbaranelli, c., caprara, g. v., rola, j., & rozsa, s. (2001). the structure of childrens’ perceived self-efficacy: a cross national study. european journal of psychological assesment, 17(2), 87-97. bandura, a., caprara, g. v., barbaranelli, c., gerbino, m., & pastorelli, c. (2003). role of affective self-regulatory efficacy in diverse spheres of psychological functioning. society for research in child development, 74(3), 769-782. bandura. (2006). guide for constructing self-efficacy scales. en f. pajares, & t. urdan, self-efficacy beliefs of adolescents (5), 307337. greenwich: information age publishing. banks joseph, s; gilmore, d; & shawer, s.( 2008).student cognitive and affective development in the context of classroom-level curriculum development. journal of the scholarship of teaching and learning,.8 (1), 1-28. barclay-mclaughlin, kershaw & roberts (2007). cultural autobiographies and oral histories. theory into practice. 46 (3), 222-229. barhuizen, g., benson, p., & chik, a. (2014). narrative inquiry in language teaching and teaching research. routledge. beheshti & noor (2013), the impact of different types of journaling techniques on efl learners’ self-efficacy. profile,16(1) ,77-88. benson, p. (2011). language learning careers as a unit of analysis in narrative research. tesol quarterly, 45 (3), 545–53. brown, h. (2007). principles of language teaching. new yok: pearson longman. self-efficacy as a language learning enhancer garcía & duran no. 15 (july december, 2017) no. 15 (july december, 2017) 90 cardona, j., & novoa, l. (2013). the development of student selfefficacy through modelling strategies for writing skills. universidad de la sabana, chía, colombia. coffey, s., & street , b. (2008). narrative and identity in the language learning project. the modern language journal, 92(3), 452-464. contreras, f. e., j. esguerra, g. haikal, a. polanía, a. rodríguez, a. (2005). autoeficacia, ansiedad y rendimiento académico en adolescentes . self-efficacy, anxiety and academic development in adolescents. diversitas: perspectivas en psicología,1(2), 183-194. durán narváez, n., lastra ramírez, s. p., & morales vasco, a. m. (octubre de 2013). autobiographies: a way to explore studentteachers’ beliefs in a teacher education program. profile, 15(2), 35-47. freeman, d. (1998). collecting and analyzing data. en d. freeman, doing teacher-research : from inquiry to understanding. heinle & heinle. freire, paulo (2014). the pedagogy of the oppresed. (30th ed). bloomsbury publishing usa. golombek, p. r., & johnson, k. e. (2002). teachers’ narrative inquiry as professional development. cambridge university press. habermas, t., ehlert-lerche, s., & de silveria, c. (2009). the development of the temporal macrostructure of life narratives across adolescence: beginnings, linear narrative form, and endings. journal of personality, 77(2), 527-560. merriam, s. b. (1988). the components of data analysis. en s. b. merriam, case study research in education. a qualitative approach (págs. 123-146). jossey-bass . polkinghorne, d. e. (1988). narrative knowing and the human sciences. albany, ny state: university of new york press. polkinghorne, d. e. (1995). narrative configuration in qualitative analysis. qualitative studies in education, 8(1), 5-23. razavi, n. (2016). the relationships between motivation and selfefficacy of iranian high school learners and their vocabulary size. modern journal of language teaching methods., 6(5), 209-220 shaw, e. (2007). the reading and writing self-efficacy beliefs of students with discrepant reading and writing performance. fordham university, new york. self-efficacy as a language learning enhancer garcía & duran no. 15 (july december, 2017) no. 15 (july december, 2017) 91 shi, h. (2017). self-efficacy studies and english language learners self-efficacy. modern journal of language teaching methods, 7(4), 162-176. sinclair bell, j. (2002). narrative inquiry: more than just telling stories. tesol quarterly, 36(2), 207-213. tse, l. (2000). student perceptions of foreign language study: a qualitive analysis of foreign language autobiographies. the modern language journal, i(84), 69-84. yang, x. (2017). sources of chinese learners’ self-efficacy in learning english pronunciation. theory and practice in language learning studies. 7(6), 449, 454. wright, t. (2005). classroom management in language education. palgrave macmillan. self-efficacy as a language learning enhancer garcía & duran no. 15 (july december, 2017) no. 15 (july december, 2017) 92 apprendix 1 autobiographies samples self-efficacy as a language learning enhancer garcía & duran no. 15 (july december, 2017) no. 15 (july december, 2017) 93 appendix 2 teacher’s autobiography self-efficacy as a language learning enhancer garcía & duran no. 15 (july december, 2017) no. 15 (july december, 2017) 94 appendix 3 questions (students’ autobiographies) 1. tus profesores de inglés han tenido en cuenta tu forma de aprender y tu personalidad en el desarrollo de sus clases? 2. describe las experiencias exitosas en el aprendizaje del inglés. 3. describe las experiencias frustrantes o poco satisfactorias en el aprendizaje del inglés 4. que recursos y/o personas han sido fundamentales en tu proceso del aprendizaje del idioma? 5. que recursos y/o personas han interferido en tu proceso de aprendizaje del inglés? 6. de qué manera piensas que el inglés te puede ayudar en tu vida futura? por qué? 7. que aspecto/ aspectos han influido en que ganes o apruebes los exámenes y los niveles de inglés? 8. que aspecto/ aspectos inciden o han influido en que pierdas las pruebas y los niveles de inglés?. self-efficacy as a language learning enhancer garcía & duran no. 15 (july december, 2017) no. 15 (july december, 2017) 95 appendix 4 consent form self-efficacy as a language learning enhancer garcía & duran no. 15 (july december, 2017) no. 15 (july december, 2017) implementing lesson plans for collaborative learning with children in an efl context1 implementación de planes de clase para el aprendizaje colaborativo con niños y niñas en un contexto de inglés como lengua extranjera daisy catalina carvajal-ayala and ricardo alonso avendaño-franco2* universidad eafit, colombia 1 received: july 13th 2021/ accepted: may 21st 2021 2 dcarvaj4@eafit.edu.co; ravenda1@eafit.edu.co gist education and learning research journal. issn 1692-5777. no. 22 (january june, 2021). pp. 199-226. 200 no. 22 abstract in this article, we describe a case study research conducted to validate a set of lesson plans specifically designed for collaborative work with children. a group of nine teachers implemented the lessons in their classes. data were gathered by means of ethnographical notes to determine children’s reactions to collaborative work. class observations and surveys to teachers on their perception of the lesson plans and collaborative learning were used to collect the data. results show that children can indeed work in collaboration when given the adequate conditions. this kind of work among children helps them to negotiate meanings and find solutions for learning spaces. implications point in the direction of teacher education programs that can help teachers understand the principles and practices of collaborative learning with children. key words: collaborative work; collaborative room; interaction; technology-supported input; negotiation in children; collaborative learning spaces; children’s reaction to collaboration resumen diferentes autores han argumentado que el trabajo colaborativo entre los niños les ayuda a negociar significados y a encontrar soluciones para el aprendizaje. en este artículo, describimos un estudio realizado para validar un conjunto de planes de lecciones diseñados específicamente para el trabajo colaborativo con niños en espacios de aprendizaje colaborativo. un grupo de nueve maestros implementó las lecciones en sus clases. los datos se recopilaron mediante notas etnográficas para determinar las reacciones de los niños al trabajo colaborativo. además, los maestros respondieron un cuestionario sobre su percepción de los planes de lecciones y el aprendizaje colaborativo. los resultados muestran que los niños pueden trabajar en colaboración cuando se les dan las condiciones adecuadas. las implicaciones apuntan en la dirección de los programas de educación docente que pueden ayudarlos a comprender los principios y prácticas del aprendizaje colaborativo con los niños. palabras clave: trabajo colaborativo; sala colaborativa; interacción; input respaldado por tecnología; negociación en niños; espacios de aprendizaje colaborativos; reacción de los niños a la colaboración lesson plans for collaborative learning carvajal-ayala & avendaño-franco 201 no. 22 lesson plans for collaborative learning carvajal-ayala & avendaño-franco resumo diferentes autores têm argumentado que o trabalho colaborativo entre as crianças ajuda-os a negociar significados e a encontrar soluções para a aprendizagem. neste artigo, descrevemos um estudo realizado para validar um conjunto de planos de lições desenhados especificamente para o trabalho colaborativo com crianças em espaços de aprendizagem colaborativo. um grupo de nove professores implementaram as lições em suas aulas. os dados se recopilaram mediante notas etnográficas para determinar as reações das crianças ao trabalho colaborativo. além disso, os professores responderam um questionário sobre a sua percepção de dos planos de lições e a aprendizagem colaborativa. os resultados mostram que as crianças podem trabalhar em colaboração quando se lhes dão as condições adequadas. as implicações apontam na direção dos programas de educação docente que podem ajudá-los a compreender os princípios e práticas da aprendizagem colaborativa com as crianças. palavras chave: trabalho colaborativo; sala colaborativa; interação; input apoiado por tecnologia; trabalho colaborativo em crianças; aprendizagem colaborativa; negociação nas crianças; espaços de aprendizagem colaborativa; reação das crianças à colaboração 202 no. 22 introduction i n recent years, interest in researching methodologies or techniques to improve learning in the classrooms has increased, giving way to collaborative work, which is one of the latest learning techniques that emerges from the communicative approach to language teaching (gjergo & samarxhiu, 2011). collaborative learning is a situation where one or more students learn or try to learn something together. in this sense, the traditional teacher-student relationship is redefined to allow groups of students to work together to seek understanding, meaning, or solutions for learning. jacobs, power and loh (2002) define collaborative learning as the principles and techniques for helping students work together more effectively. working in collaboration with others brings different advantages for children. first, the ideas and opinions of peers stimulate children’s response since they are exposed to the individual perceptions that others may have of a problem or a situation. these perceptions reflect: the different personalities and particular abilities of other members of the group make for an interactive exchange that will help to broaden and deepen individual children’s understanding. moreover, the experience of collaborative learning facilitates the child’s social and personal development, and the practice of working with others brings children to an early appreciation of the benefits to be gained from co-operative effort. (the stationery office of dublin, 1999, p. 17). connected to the beforementioned idea about the possible benefits of collaborative children´s learning, barkley, major, and cross (2014) also pointed out three qualities that characterize collaborative learning. they initially considered that collaborative learning tasks should be organized systematically; that is, rather than having learners get together to work, collaborative activities need to have a useful purpose. an additional element they referred to is that each participant is required to take part and contribute to the activities planned. finally, barkley et. al. put forward the fact that collaborative learning needs to be meaningful to facilitate and support the achievement of the learning objectives. given the advantages of collaborative learning, we set out to investigate the usefulness and benefits of different lesson plans specifically designed for the small group collaborative learning rooms at idiomas eafit. the institution counts with five collaborative spaces that have been somewhat neglected due to teachers’ lack of knowledge and experience in using such spaces and in techniques to foster collaboration among students. three spaces function as small group collaboration rooms, another as the crafts room, and the other as the pedagogical kitchen. lesson plans for collaborative learning carvajal-ayala & avendaño-franco 203 no. 22 the layout of the small group collaboration rooms highlights group learning. the rooms count with three large group tables fixed to the floor with moveable seating (rolling chairs) designed to aid and encourage collaborative work. each table is accompanied by a laptop with access to the internet and a flat screen monitor to display content and student work. monitors also offer surrounded sound. there is also a whiteboard wall that covers most of the room and that allows teachers to write 360° information. the acoustics of the space offers a free-noise environment (see figure 1). the crafts room presents opportunities to students for developing varied artistic interests. it is equipped with a screen monitor and a laptop with access to the internet. as in the collaborative room, there is a whiteboard wall wrapping most of the area. the room also contains a variety of chairs and trapezoid tables on casters aimed at facilitating movement and fostering different grouping techniques. to keep material, the room offers an art supply storage closet (see figure 2). figure 1. small group collaboration room (own photo) figure 2. crafts room (own photo) lesson plans for collaborative learning carvajal-ayala & avendaño-franco 204 no. 22 the pedagogical kitchen is an area intended to offer authentic material for the teaching and learning different foreign languages. it aims at developing the learners´ cultural and communicative competences by engaging them in an experiential context that involves a real-world situation as the act of cooking. the kitchen is furnished with storage cabinets, open shelves, a counter, a sink, and an island located in the middle of the space with high stools around it. it is equipped with a refrigerator, a microwave, an oven, a digital stove fitted in the island, varied appliances and a wide selection of kitchen tools. the space also counts with a screen monitor, internet connection, and a whiteboard wall (figure 3). figure 3. pedagogical kitchen (own photo) the difference between a traditional classroom and a collaborative room can be established as follows: in a traditional classroom, all desks are either facing the board and the teacher’s desk or arranged in a semi-circle. both layouts promote teachercentered classes since they encourage focus on the instructor, the content, and they can be implemented with large groups without any difficulties. for instance, a seating arrangement in rows may be chosen to improve information dissemination, whereas an arrangement in small groups, as in a collaborative room, may be chosen to promote student interactions (mccorskey & mcvetta, 1978 cited in gremmen et al., 2016). the disadvantage of a row arrangement is that the teacher is distant from the students sitting in the last rows. this population is more likely to be distracted and lose attention. as a result, disengagement is expected to happen. in a language lesson where conversation and interaction enable learners to put into practice communicative needs, a traditional classroom design makes it hard for the instructor to move around the audience, participation seems to decrease and group involvement fosters oneway interaction (brown & long, 2006). in contrast, the seating arrangement in a collaborative room fosters the flow of oral interactions since students are most likely to interact with each other in a more fluent way, and they are also most likely to improve lesson plans for collaborative learning carvajal-ayala & avendaño-franco 205 no. 22 their language skills, specially speaking (harmer, 2007). therefore, the dynamics of a language class, the learning objectives and the characteristics of the population match the design of collaborative rooms. the evolution of the classroom from a fixed physical space into a dynamic learning environment has been possible thanks to changes in teaching methods and new understandings of learning strategies and styles. this fact draws attention to the concept of the collaborative classroom. nilsson (2016) states “the design of the collaborative classroom emphasizes group learning” (p.3). typically, tables enable small groups to sit and work together, unlike the rows of desks associated with factory model schools of last century. each group has ready access to the internet, multimedia displays and collaboration software. the group tables, shared table-top displays, and wall displays with unrestricted lines of view, are the most common characteristics of the collaborative classroom. han, leong and nair (2014) also elaborate on the advantages of the collaborative learning environment stating that interactive classroom technologies provide an ideal learning environment for students and provide support for alternative learning paradigms. facilitators are able to use technology as a tool or vehicle to engage students and to improve the quality of learning. thus, there is a clear educational rationale to justify the development of interactivity tools and technology-rich learning spaces. (p. 274). based on the characteristics of collaborative rooms, the main objective of the work presented in this article is to validate a set of lesson plans designed to foster collaboration among children aged 5 and 8 who were enrolled in courses 1a, 2a, 1b and 2b of the english program for children at idiomas eafit. this program falls within the definition of teaching english as a foreign language and is framed under the communicative approach. the methodology privileges the active and creative participation in meaningful, playful, and authentic communicative activities among the actors of the process: participants, parents, teachers, people of the community, etc. the tools to implement this methodology are audiovisual materials (posters, audio, video, games, texts, etc.) and educational technology such as the computer laboratory and educational online platforms. the programs are designed taking into consideration the age, cognitive development, and proficiency level of each participant in the target language. literature review learning is a social activity that involves language, real world situations, interaction and collaboration among learners (bawa & suleiman, 2015). these authors claimed that collaborative learning is a process of peer interaction that is mediated lesson plans for collaborative learning carvajal-ayala & avendaño-franco 206 no. 22 and structured by the teacher. collaboration thus implies that both the learner and the teacher contribute and take insights out of the class encounter. the more they communicate, the more they create knowledge using language in a social context. collaborative learning has been defined in different ways. for instance, swain (2000, cited in dos santos lima, 2011) defined the notion of collaborative dialogue as the act where the participants are involved in knowledge construction and problem solution through means of creating relations and exchanging ideas. the author argued that while collectively working towards a common goal, individuals are able to establish meaningful connections which draw them to understand each other and find ways to solve problems. dillenbourg (1999) described collaborative learning as a “situation in which two or more people learn or attempt to learn something together” (p. 1), in his definition, two or more people can range from a pair or a small group with three to five learners until a community of thousands or millions of people. to learn is understood as the act of attending a course, studying the teaching materials, participating in the learning activities, or the gradual gathering of lifelong experiences. together connotes various types of interaction, such as face-to-face interaction, interaction mediated by computer, whether or not it is a shared accomplishment, and if the work is organized in a systematic way. another definition of collaborative learning is provided by gokhale (1995) who defined it as a method of instruction where two or more students of different performance levels come together to work on a shared objective. they are in charge of both their learning and their peers’ progress. therefore, collaborative learning activities help the success of each other. according to song (2011) collaborative learning is a kind of learning style carried out in a group where participants are able to solve problems and gain understanding through “consultation, discussion, and competition.” a typical collaborative learning process, states song, values interaction as a major source of learning activities since efforts between learners and instructors encourage reciprocal progress. additionally, learners create a group structure that leads them to the achievement of a common goal. another circumstance adding to the collaborative process draws attention to the learner’s own responsibility in front of the working tasks. finally, a group target must be reached so that the collaborative learning can be ended; that is, all group members have attained the goal. collaborative learning as concerned with younger students had its roots in ideas of socio-cognitive conflict (doise & mugny, 1984; piaget, 1932, 1985). this view posits that disagreement with one or several peers over a task that involves learning could encourage intellectual activity and ensue progress (azmitia, 2000; clark et al. 2003; howe & tolmie, 1998). that is, children are able to acquire knowledge throughout their social interactions with a person of the same age. lesson plans for collaborative learning carvajal-ayala & avendaño-franco 207 no. 22 according to tunnard and sharp (2009), collaborative learning occurs when children work together to achieve a common goal or to solve a problem. the authors reported that many quantitative studies of learning behaviors and outcomes have indicated that collaboration between peers can help children to develop their knowledge, language, and social skills. the authors also conducted a study of children’s views of collaborative learning in a sample of 16 children (eight boys and eight girls), year 5/6, where the use of collaborative learning across the curriculum with the daily use of team-orientated tasks was actively promoted. the findings revealed that several children held that collaboration facilitated their comprehension of new ideas even though they did not give their best to work in groups. besides, children favored selfselection as a process for determining group composition. some of the children also valued the importance of individual skills for collaboration and they believed that social skills were linked to personality. as a final point, children stressed the view of working together as an important way to establish and maintain friendships. to summarize thus far, collaborative learning is one of the teaching methods where learners work together to understand a concept, develop a product, or solve a problem. group members take part to ask for information, assess ideas, and keep track of their work in collaboration. even though performing a joint effort, each member is responsible for and accountable to each other. collaborative learning can either follow the form of face-to-face communication or make use of computer-assisted platforms. it fosters a context where members collaborate by sharing experiences and taking on different roles. thus, collaborative learning holds social, academic, and psychological advantages. collaborative learning requires teachers and students to play characteristic roles. as far as teachers are concerned, larrañaga (2012) and gokhale (1995) asserted that instructors need to stay away from the traditional knowledge transmission model who passes on information. instead, teachers need to function as mediators for learning or managers of tasks (smith & macgregor, 1992; gerlach, 1994) by fostering significant learning experiences that might connect learners to the real world (mukkonen, lakkala, & hakkarainen, 2005 cited in larrañaga, 2012). collazos, guerrero, and vergara (2001) affirmed that teachers should take three different roles: instruction designer, cognitive mediator, and instructor. according to these authors, the teacher as an instructor designer is in charge of creating interesting learning contexts and tasks that help learners associate new with stored information. the cognitive mediator is responsible for asking questions that seek to verify learners´ understanding. the instructor is in control of monitoring, intervening, coaching, evaluating, giving instructions and explaining the structure of the collaborative work and the social abilities related to it. regarding the students’ role, larrañaga (2012) contended that a collaborative approach engages learners in a situation of responsibility for their own learning.  lesson plans for collaborative learning carvajal-ayala & avendaño-franco 208 no. 22 in other words, learners need to recognize the value of their capacities to guide their thoughts and behaviors to  reach  goals and solve problems  within the team.  they  establish the learning objectives  and decide on the importance of particular problems.  in this new role, students also benefit from a strong  network of group support and direction where they learn from peers more than they do from teachers (santamaria, 2005).  additionally, mcinnerney and roberts (2003), asserted that each student is viewed individually even though working in collaboration.  if they hand in an assignment, for instance, “they present themselves, not the small group they work in” (holm, 2018, p. 19). with reference to the role of technology, domalewska (2014) suggests that collaborative learning is founded in a structure of group dynamics where learners make part of a social learning environment. in this context, technology is a strategic factor in creating both effective lessons and collaborative work settings. the author argued that web 2.0 tools and devices such as laptops and screens allow the learners and the teachers to connect with each other and to facilitate the flow of information, interaction, and negotiation of meaning. she adds that technology-supported input channels learners to improve both their social and academic skills and obtain new knowledge. potential problems of collaborative work a variety of external factors or elements impact collaborative learning and these could affect the success or failure in the learning process. saez (2010) described eight categories that can cause the failure of the process: lack of teaching the principles of collaboration, lack of experience and previous knowledge, lack of training teachers and students in collaborative learning, no organized planning or presentation of tasks, lack of commitment and dedication, technological problems, problems of understanding role change, and lack of experiencing social presence in collaborative learning. the size of the group can also affect the success of collaboration. for this reason, smaller group size is beneficial to achieve collaboration (dishon & o’leary, 1998). the authors claim that students’ age and experience of working in groups, the nature of the learning activity, the time available, and the materials will all influence the size of the group. they also argue that students should work in pairs until they are good at working together. as they gain in experience, the children should experience working in threes (triads) and later in fours and perhaps fives. lesson plans for collaborative learning carvajal-ayala & avendaño-franco 209 no. 22 research design to address the central objective of this study (validate lesson plans based on activities for collaborative learning environments), we collected and analyzed data following a case study methodology. this type of research design was appropriate because it has as main objectives to present the outcomes of a particular context by conducting an in-depth exploration of the case in a specific context and to build awareness of the technical and methodological experiences (meyers, 2004). nine teachers (two males and seven females) from the english program for children participated in the study. knowing the characteristics of the case study methodology and aiming to design lesson plans for collaborative classrooms and explore teachers and students’ reactions towards collaborative learning activities, we followed the following process to get the data and analyze it (see figure 4): figure 4. process designing, collecting, and analyzing data procedures step 1. designing the lessons the lesson plans were designed based on the contents students had previously worked on in their textbooks. the lessons were designed following the institutional lesson plan form which contains seven stages of class development: warm-up, engage, explore, construct, practice, extend, and wrap-up. these phases are based on the philosophical principles of the cognitivist psychology and social constructivism and they follow the communicative approach to language teaching. all the activities included in each phase of the lesson plan were meant as a review. thus, the plan was to be carried out the class following a unit of work. the activities included songs, videos, puzzles, powerpoint displays and games, worksheets, easy-to-make crafts, online games, and use of realia. the strategies of collaborative work contained in the lessons were: turn-taking; sharing work; presenting work to classmates; and completing a task together (e.g. building puzzles together). lesson plans for collaborative learning carvajal-ayala & avendaño-franco 210 no. 22 it is important to note that the lessons seldom consisted solely of group activities since collaborative learning combines well with other modes of learning, such as lecture by the teacher and individual work. step 2. revising and adjusting the lessons once the teacher researcher designed the lessons, revisions and adjustments were suggested by one of the academic coordinators and by the participant teachers. step 3. recruiting the teachers nine teachers (two males and seven females) from the english program for children participated in the study. before the class, teachers were sent the lesson plan and were asked to read it. they were also asked to stop by the academic coordinator’s office to discuss any doubts or questions they may have had and to collect the required materials for the lesson. all teachers were selected having into account their teaching experience (at least 5 years teaching children), years of being part of the institution (3 or more years) and their background (all of them had a bachelors ‘degree in teaching). teachers were asked to sign a consent form as part of the ethical considerations of the research. step 4. meeting with the teachers the program coordinator met with individual teachers to discuss any doubts or questions about the lesson. the teachers were instructed to follow the lesson, as closely as possible. step 5. planning observations the researchers discussed the most suitable method to collect information via observations. decisions were made about carrying out ethnographic field notes because this method could provide meaningful information about the complexity of group behaviors, show interrelationships among group interactions, and provide context for the observed behaviors. lesson plans for collaborative learning carvajal-ayala & avendaño-franco 211 no. 22 step 6. observing classes one of the researchers, skilled in note taking, conducted nine observations. the notes contained a narrative of all the events in the lesson, including specific facts, details of what happened during the class, impressions, specific words or phrases, and summaries of teachers and children’s conversations. step 7. surveying teachers teachers were asked to complete a five-open-ended-question survey in which we inquired about the effectiveness and difficulties of implementing the lesson plan for the collaborative learning spaces. (see results section) step 8. analyzing the data data from observations were analyzed qualitatively by identifying, grouping, and categorizing the observations that pointed in similar directions (marshall & rossman, 2016; rubin & rubin, 1995). the resulting categories were: 1) children’s reactions to the collaborative room & to the activities; 2) children’s reactions to collaborative work; 3) teacher encouragement of collaborative work; 4) teacher’s implementation of the lesson plan; and 5) equipment functioning. all the answers given by teachers to the survey were grouped and summarized by number of question and are presented in the results section below. results we carried out a qualitative analysis of the notes from the observation and the surveys, created categories by grouping the information that pointed at similar directions. then we now present the results divided in five categories. children’s reactions to the collaborative rooms & activities from the observer’s notes, it can be seen that moving to a non-traditional space generated expressions of curiosity, agitation, and, sometimes, misbehavior. along the nine observations, children had physical responses such as: touching the equipment on the tables; playing on and with the rolling chairs; following instructions lively and lesson plans for collaborative learning carvajal-ayala & avendaño-franco 212 no. 22 noisily; not listening or following instructions; manipulating the software, closing the window of the link, making it bigger, smaller; watching the videos attentively; playing with the worksheets; threatening each other; or helping the teacher arrange the furniture. there were also verbal expressions about the rooms: • no me gusta el salón [i don’t like this classroom]3 • ¿por qué tantos televisores? [why are there so many tv sets?] • estas sillas son más cómodas que las del salón [these chairs are more comfortable than the ones in our classroom] regarding reactions to the activities, there were overall acceptance, engagement, and enjoyment as demonstrated by children’s active listening and participation, eagerly dancing or jumping around when prompted by the teacher, or taking notes about the instructions the teacher gave, or showing enchantment and surprise (some children said “wow” and covered their mouths as an indication of wonder when the teacher played a video they really liked), or asking the teacher to repeat the activity, or checking for understanding of the instructions, or looking at the teacher’s demonstrations attentively and following instructions. • some of the positive comments provided by children about the activities were: ¡estamos más pilosos con este juego que que! [we’re doing so well with this game!] • yo quiero hacerlo otra vez [i want to do this activity again] • ¡qué lindo! [how beautiful!] there were also some negative comments about the activities such as: • esto si es difícil [this is so hard] • ¿cuándo vamos a ver tareas en los libros? [when are we going to work with the textbook?] 3 comments translated to english by the authors. lesson plans for collaborative learning carvajal-ayala & avendaño-franco 213 no. 22 children’s reactions to collaborative work within this category, we included the strategies: turn taking, sharing work and opinions, presenting work to classmates, and completing a task together. turn-taking children seemed to understand the concept of turn taking as evidenced by children standing and letting other classmates use the computer or by effectively taking turns when completing exercises, answering questions, or helping each other sharing work and opinions some of the behaviors for this strategy as described in the field notes were: • sharing pictures distributed by the teacher • sharing finished work with their teachers or classmates • sharing material and helping each other • giving recommendations to each other (“esas muñequitas son para aprender” / “those dolls are for learning.”)4 • exchanging materials • giving opinions about each other’s work • sharing opinions on decoration or foods they like: ¿a usted le gustan los frijoles, las zanahorias? [do you like beans? carrots? a mí me gusta la leche en polvo. [i like milk powder] a mí me gustan los dulces. [i like candy] 4 a child’s response to another child who criticized the dolls. lesson plans for collaborative learning carvajal-ayala & avendaño-franco 214 no. 22 presenting work to classmates one of the activities suggested that children presented their work to a host class. the reactions coded by the observer when the children returned to their own classroom and the teacher asked them how they felt were: ¡bien! [good!] ¡bien, gracias a dios! [good, thanks god!] very good! [very good] yo creí que eran grandes [i thought those students were older, y son chiquitos. but they are younger] me sentía más feliz. [i was so happy] me sentí happy. [i was happy] nerviosa. [nervous] happy! [happy] casi que me pongo a llorar. [i was about to cry.] completing a task together the notes show that even though, at the beginning of the classes, children had difficulties working together because, they ended up helping each other, participating enthusiastically, and enjoying the tasks. common behaviors observed from children were: offering help to another student, putting pieces together to complete a puzzle, celebrating when they found a match, and checking boxes in a worksheet together. teacher encouragement of collaborative work the following are specific actions done by the teachers to prepare children for collaborative work: • announce to the class they will have some special activities • use l1 to emphasize the need to share material • number children so that they can take turns coming to the board • encourage children to reach consensus on a decision to be made lesson plans for collaborative learning carvajal-ayala & avendaño-franco 215 no. 22 • encourage children to play the game in their laptops, taking turns • model how to do a presentation • invite students to deliver presentations and encourage others to listen • directly assign small group work • visit individual tables to repeat instructions • praise student work • use rewards to persuade children to do a presentation teacher’s implementation of the lesson plan the observations for this category distinguished two different working styles. in some classes, several teachers did not completely follow the lesson plans as designed. for instance, one of the lessons was to be developed in the crafts room and the teacher used the collaborative room. in another class, an activity was to be conducted using a powerpoint presentation and the teacher did not use it and neither did the materials. in another session, instructions, as indicated in the plan were not followed and the activities proposed for different stages in the lesson plan were omitted. it was as well noticed that the quality of instructions given was rather poor when teachers made use of translation in order to convey meaning. an indication of this was children looking confused, asking in l1 for confirmation or starting to work on a task different from the one given by the teacher. on the other hand, some teachers did follow the lesson plan as designed. one teacher had the printed lesson plan and constantly looked at it to see what was next. another teacher followed the exercises as described in the lesson plan. further, another teacher, referred to her smart phone to check the order and description of tasks. equipment functioning the observations revealed a host of difficulties when using the equipment in the rooms. for instance: • the cd unit did not work properly • the computer did not have a cd unit • the powerpoint was not ready in the laptops or did not have sound lesson plans for collaborative learning carvajal-ayala & avendaño-franco 216 no. 22 • online mirror link did not work properly • having equipment ready took longer than expected • some children had trouble using the touchpad • computer equipment and sound were not working • television does not have surround sound. • laptops without mice (hard for children). • t also says that chairs do not fit children’s conditions. (furniture) teachers opinions about the lesson plans for collaborative classrooms in this section, we present the answers given by teachers to the open-ended survey. q1 what did you like about this lesson plan? some teachers considered that the lesson plans (lp) included songs that fostered student participation, interest, and enjoyment. in addition, the majority of teachers valued the use of videos, mostly because they were short, entertaining, and directly related to the topics. “the connection between topics, activities and the content of videos, helps students memorize and learn more easily,” as expressed by one of the teachers. moreover, the teachers commented that the videos allow children to be more exposed to and interact with the language. q2 what difficulties did you encounter teaching this lesson? the majority of difficulties encountered by some of the teachers when implementing the lessons was the use of computers. more specifically, they mentioned having technical problems with the internet connection which failed in many occasions. another difficulty, as expressed by one teacher, was that the time suggested in the lp format was not enough because it took him longer to complete the activities. in relation to time, other teachers commented that they needed more time to run all the logistics involved in the preparation of the lesson (video, slides, materials, etc.). for other teachers, difficulties arose due to the lack of material (yarn, plates). two teachers reported having some trouble with the classrooms themselves. children were distracted because of “the special classroom.” one of the teachers said that since the routine changed students kept asking when they were going to use the textbooks. lesson plans for collaborative learning carvajal-ayala & avendaño-franco 217 no. 22 q3 what would you change in this lp? teachers responded: • the amount of participants. the collaborative room should only be for small groups maximum 12 students. • use less childish material • include more content, sometimes the lesson is repetitive; it’s review. • omit the presentation or visit children do to another classroom (it’s intimidating) • assign more time per activity. • add a computer for each student. q4 do you think the activities proposed foster collaborative work among children? teachers in general think the lessons fostered collaboration. first, the activities were suitable for students working well together. second, the activities promoted student discussion and decision-making. third, students had the opportunity to share their knowledge and compare ideas. however, one teacher believes that the students are not mature enough to work collaboratively and another teacher said that the lesson did not encourage collaboration, because in order to foster collaboration children needed to “work on something to present as a group” some of the specific responses provided by teachers were: • yes, definitely. for instance, when  they were  marking the boxes according to the information given in the video, they discussed with each other what would the right answers  be; and in the «parade» as the animals were repeated children would instinctively pair up with those that had the same animals that they did.  • yes, specially the one related with arts and crafts because they get to share and compare their knowledge and material with their classmates.  • talking about a subject in common helped them to do the activity in an efficient way with each other.  • no, because they are not mature enough to understand how to work in groups. q5 what do you think about the materials? are they appropriate to the population age and the lesson needs? some of the responses were: lesson plans for collaborative learning carvajal-ayala & avendaño-franco 218 no. 22 • yes, but they need to be available • yes, the material works and promotes enthusiasm. the material is fun. • children were excited to choose the animal they liked • yes, the material was perfect • some material is childish. discussion in general, children showed the ability to work in collaboration with each other and interact among themselves. being exposed to a non-conventional room generated, mostly, positive expressions and behaviors in children. students displayed curiosity, enthusiasm, and engagement. even though some of the children exhibited unfavorable attitudes towards the operation of the equipment and some furniture, they were, by no means, resistant to the materials and to the new technological spaces. these technology-rich learning spaces helped teachers in the development and improvement of quality learning (han, leong, & nair, 2014). undoubtedly, teachers must confront challenges while working on collaborative activities such as monitoring students’ behavior. in our study, we observed some instances of misbehavior, such as intensively touching the equipment on the tables; playing on and with the rolling chairs; not listening or following instructions; manipulating the software out of time; playing with the materials; threatening each other. those behaviors may be due to the excitement of being in a new space and the curiosity it generates. it becomes a key point, then, to look for strategies that introduce children to the collaborative room itself. as an example, teachers could walk children to the collaborative classroom on a short, guided tour while explaining what it is, the benefits it could convey for their learning process, and the guidelines for working in this space. determining the group norms needs to be part of the organization of collaborative activities (janssen & wubbels, 2018). teachers could also explore the possibility of using multimedia tools as video and images which may well become a means of understanding the aim of moving into a different physical space. there was a positive reply to complete the activities proposed in the lp when children had a sense of assimilation of the steps they had to follow through. activities were relevant once the teacher encouraged the class, monitored group work, and repeated instructions when children showed little understanding.  teachers’ modeling, for instance, supported by body gestures and contact with the materials needed for each activity, offered children a sequence of connected visuals. in other words, the teacher, lesson plans for collaborative learning carvajal-ayala & avendaño-franco 219 no. 22 as described by collazos, guerrero, and vergara (2001), was mirrored along most of the class encounters. consequently, children were able to take turns effectively, share materials and opinions, present work before classmates, and complete tasks together. in fact, children enjoyed working together toward a same goal, such as completing a puzzle together or helping each other. on the other hand, activities were unsatisfactory when the instructions were not understood by the children and they followed a different course of action; group work was not fostered having children worked individually, and materials were not completely prepared to be used in each exercise. herein, the teacher as a cognitive mediator (collazos, guerrero, & vergara, 2001) fell short in his/her responsibility for asking questions that sought to verify learners’ understanding. some specific actions were brought by teachers in relation to the encouragement of collaborative work so that children could better internalize the value of working well with others. some teachers, for instance, built in opportunities for discussion and consensus. they encouraged children to reach agreement on a decision to be made while collaborating. other teachers praised student work. that little push to collaborate with others was an incentive that helped children become comfortable working with others or in front of others. some other teachers promoted collaboration by encouraging kids to take turns so they could attain a common goal in their team. teachers ensured that children were able to share an intellectual space by learning, doing, and experiencing more together than they would alone. with the aim of encouraging collaborative work, another group of teachers demonstrated how to complete a collaborative task before the class, and they attempted to make children involved in collaborative work by reexamining comprehension of activity instructions in each group work. in relation to the implementation of the lesson plans, some teachers disregarded the instructions given. it is possible that those teachers decided to rely on their own pedagogical and instructional choices to make up for a particular circumstance that arose unexpectedly. it could also be necessary to direct further examination on the process of writing the lp in order to discover underlying obstacles. however, the majority of teachers applied the lessons as they were designed using reminders such as cards or the cellphone. based on these findings, it is important to consider better teacher guidance through in-service programs where teachers can clearly understand the concept of collaboration among children and the strategies that they can use. simply following a lesson plan, even if as closely as possible is not sufficient. as hafner & miller (2011) and domalewska (2014) suggested, technology has proved to be a strategic factor in creating both effective lessons and collaborative work contexts. these improvements involve the use of videos, platforms, and the internet, not only to stimulate and persuade students, but also to provide learners with up-todate and authentic material. in this study, teachers found convenient the use of web lesson plans for collaborative learning carvajal-ayala & avendaño-franco 220 no. 22 2.0 tools and devices such as laptops and t.v. screens. indeed, teachers suggested that technology-supported input like videos and songs helped children to participate, be interested, and enjoy themselves. in addition, teachers considered that the videos and songs presented in most of the lessons were precise, concise, and targeted the subject matter. also, some teachers assured that videos allowed participants to be in contact and, therefore, exposed to real language. however, teachers reported and observations showed several needs that are to be contended in relation to the aforementioned tools and devices. it becomes necessary to verify the correct functioning of equipment like laptops, screens, internet access, and speed since many of these failed when teaching the lessons. equipment failures may have negatively impacted the proper implementation of the lessons. it is required to examine and reduce these unfavorable circumstances in order to foster the progress of technology-oriented learning spaces. teachers’ replies to the open-ended survey report a clear-cut benefit in relation to the use of songs and videos in the lp. teachers valued the fact that these multimedia resources were concise and entertaining, related to the topics, and let children interact with the language. they also furthered children’s involvement, attention, and enjoyment. as han, leong, and nair (2014) affirmed, interactive classroom technologies serve as a vehicle to involve students and to upgrade the quality of learning. on the other hand, teachers experienced several complications when teaching the lessons. firstly, the estimated times were not sufficient to complete several tasks in the lp and to prepare the logistics behind the lesson. furthermore, some teachers found no available material in the resource center of the institution. in addition, several teachers commented that children had certain degree of anxiety when visiting the collaborative classroom and when not using the textbook along the class session. herein, the class routine had been modified without announcing such fact in advanced. saez (2010) suggested that external factors like no organized planning or presentation of tasks can have an impact on collaborative learning and may possibly influence the learning process. it is, then, crucial to explain children that not following the textbook becomes an opportunity to connect themselves to the everyday use of language, and teaching a lesson in a space different from the traditional room facilitates interaction with each other. with respect to modifying stages in the lp, teachers said that the collaborative rooms should only be for small groups, having a maximum of twelve (12) students. the amount of participants can influence the accomplishment of collaboration, which is why a smaller group size can be beneficial to achieve cooperation among children (dishon & o’leary, 1998). another factor that teachers considered for adjustment is the amount of time projected for each activity. it is thus necessary to provide more time for the development of different tasks. teachers also pointed out the fact of including more content in the lessons and omitting children’s visiting neighbor classrooms to display work. it was shown, however, that children had a pleasing time taking part in lesson plans for collaborative learning carvajal-ayala & avendaño-franco 221 no. 22 the activities offered in the lp and they were able to soften the impact of sharing with people different from the ones they always meet in their rooms. in addition to the use of web 2.0 tools, videos, songs, and devices as laptops and t.v. screens, traditional resources like worksheets, photocopies, flashcards, magazine pictures, little boxes, colored sheets of paper, and a variety of classroom supplies were included in the lp. this kind of resources allowed children to engage in kinesthetic activities, to experience with trial and error, and, most importantly, to interact and discuss with their classmates while working in order to solve doubts and come to an agreement. most teachers in the present study believed that the materials promoted enthusiasm, enhanced collaboration, and were appropriate to the population age and the lesson needs. nonetheless, they complaint about the availability of some of the material in the resource center of the institution. thus, the stock of supplies needs to be verified so that the lessons can be carried out as indicated. lesson plans for collaborative learning carvajal-ayala & avendaño-franco 222 no. 22 conclusions based on the results of this study, we can conclude that children can effectively work in collaboration and that they enjoyed working towards a similar goal. it is obviously necessary to teach children how to collaborate with each other to avoid misbehaviors; they need to understand the rules and patterns of collaboration in order to effectively work together. therefore, as part of lesson planning, it would be important to include a session where children are explained, in simple words, the principles of collaboration and how this non-traditional way of learning is beneficial to them. teachers, as well, need to participate in educational courses where they learn about the theory and practices of collaborative learning in second language teaching. in general, teachers think that the lessons fostered collaboration given the fact that the activities were suitable for students working well together and promoted student discussion and decision-making. as pointed out by different authors, collaborative learning oriented to younger students can encourage intellectual progress (azmitia, 2000; clark et al., 2003; howe & tolmie, 1998). it also helps children to develop their knowledge, language, social skills, comprehension of new ideas, and planning to achieve a common goal or to solve a problem (tunnard & sharp, 2009). considering some difficulties encountered by teachers when applying the lesson plans, it is necessary to adjust the timing proposed for certain activities and to some materials. in addition, computers and desks need to be in optimal conditions to guarantee the well-functioning of the lessons. the capacity of the rooms, as well, is a decisive element to the success of collaborative work. the small collaborative spaces in which this study was conducted are appropriate for no more than 9 children (three children at each table). this number of students allows for more interaction in small groups and collaborating effectively. finally, the small collaborative room should be available only for children ages 10 an up. the rolling chairs may present a risk for smaller children. all of these aspects are fundamental as they lead to a more engaging learning environment for children. the present study provided useful information for the use and design of collaborative lesson plans. it is important, however, to consider the lack of generalizability of our results. the sample size was rather small; therefore, caution must be exerted when interpreting the findings. nonetheless, we provide important information that can be used in a larger scale study. pedagogical implications and further research on the importance of planning for collaborative learning are needed. future researchers should focus on the impact this planning may have on the different students` age range, how it could be implemented in different socio-economic contexts and include other stakeholders of the institutions. new studies should include the students` voices and even be the basis for the creation of teachers` training programs. lesson plans for collaborative learning carvajal-ayala & avendaño-franco 223 no. 22 references azmitia, m. 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(2009). children’s views of collaborative learning. education, 37(2),159–164. authors *daisy catalina carvajal-ayala finished her ma in teaching english as a foreign language from universidad internacional iberoamericana (unini) in arecibo, puerto rico. she holds a ba in modern languages teaching from the university of quindío. she is an english teacher at eafit university orcid: https://orcid.org/0000-0003-2114-329x ricardo alonso avendaño-franco finished his ma in teaching and learning foreign languages from university of antioquia. he holds a specialist degree in education and a ba in modern languages teaching. he is the academic coordinator of the english programs for children and teenagers at eafit university and is a member of the research group of language teaching and learning from the same university. orcid: https://orcid.org/0000-0001-5884-0991 lesson plans for collaborative learning how to reference this article: carvajal-ayala, d. c., & avendaño-franco, r. a. (2021). implementing lesson plans for collaborative learning with children in an efl context. gist – education and learning research journal, 22(1), 199-226. https://doi.org/10.26817/16925777.872 no. 23 on the effectiveness of scaffolding strategies and task orientation on receptive and productive knowledge of lexical collocations1 la eficacia de las estrategias de andamiaje y la orientación de tareas sobre el conocimiento receptivo y productivo de las colocaciones léxicas azam naserpour and abbas ali zarei2* imam khomeini international university, iran. barriers to online learning during covid-19 nazir & khan 1 received: may 27th 2021/ accepted november 12th 2021 2 aznaserpour@yahoo.com; a.zarei@hum.ikiu.ac.ir gist education and learning research journal. issn 1692-5777. no. 23 (july december, 2021). pp. 107-134. 108 no. 23 abstract the present study aimed at investigating the effects of scaffolding strategies using input and output-oriented tasks on iranian efl learners’ receptive and productive knowledge of lexical collocations. for this purpose, 540 adult intermediate-level efl learnersboth male and female were selected and divided into six experimental groups; three input-oriented and three outputoriented tasks. each experimental group received treatment under one of the three scaffolding strategies of direct corrective feedback, cooperative group technique, and visual cues. after the treatment period, a 40-item multiple-choice test and a 40-item fill-in-the-blanks test were administered to assess the participants’ receptive and productive collocations knowledge. to analyze the data, two separate two-way anova procedures were used. the results indicated that visual cues were the most effective scaffolding strategy in teaching lexical collocations. moreover, the cooperative group technique had a significant positive impact on learning collocations compared to direct corrective feedback. the results also showed that the participants in the output-oriented tasks group significantly outperformed those in the input-oriented tasks group. these findings can have practical implications for language learners, teachers, and materials developers, and theoretical implications for researchers. keywords: collocations; cooperative group; scaffolding strategies; task orientation; visual cues. resumen el presente estudio tuvo como objetivo investigar los efectos de las estrategias de andamiaje que utilizan tareas orientadas a insumos y resultados en el conocimiento receptivo y productivo de las colocaciones léxicas de los estudiantes iraníes de inglés como lengua extranjera. para este propósito, 540 aprendices adultos en nivel intermedio, tanto hombres como mujeres fueron seleccionados y divididos en seis grupos experimentales; tres en la categoría de insumos y tres en la categoría de resultados. cada grupo experimental recibió un tratamiento bajo una de tres estrategias de andamiaje, tales como: retroalimentación directa correctiva, técnica grupal cooperativa y señales visuales. después del periodo de tratamiento, se administró una prueba de 40 preguntas de múltiple respuesta y una prueba de 40 preguntas de llenar espacios para evaluar el conocimiento de las colocaciones receptivas y productivas de los participantes. para analizar los datos, se utilizaron dos procedimientos anova bidireccionales separados. los resultados indicaron que las señales visuales fueron la estrategia más efectiva en la enseñanza de colocaciones léxicas. además, la técnica de cooperación grupal tuvo un impacto significativo en el aprendizaje de colocaciones comparado con la retroalimentación directa correctiva. los resultados también mostraron que los participantes en el grupo de tareas orientadas a resultados superaron significativamente a los del grupo de tareas orientadas a insumos. estos hallazgos pueden tener implicaciones prácticas para los aprendices de lengua, docentes, desarrolladores de materiales e implicaciones teoréticas para los investigadores. palabras clave: colocaciones; grupo cooperativos; estrategias de andamiaje; orientación a tareas; ayudas visuales; aprendizaje de inglés scaffolding strategies on receptive and productive knowledge naserpour & zarei 109 no. 23 resumo o presente estudo teve como objetivo investigar os efeitos das estratégias de estrutura que utilizam tarefas orientadas a insumos e resultados no conhecimento receptivo e produtivo das colocações léxicas dos estudantes iranianos de inglês como língua estrangeira. para este propósito, 540 aprendizes adultos em nível intermédio, tanto homens como mulheres foram selecionados e divididos em seis grupos experimentais; três na categoria de insumos e três na categoria de resultados. cada grupo experimental recebeu um tratamento sob uma das três estratégias de estrutura, tais como: retroalimentação direta corretiva, técnica grupal cooperativa e sinais visuais. depois do período de tratamento, administrou-se uma prova de 40 perguntas de múltipla resposta e uma prova de 40 perguntas de preencher espaços para avaliar o conhecimento das colocações receptivas e produtivas dos participantes. para analisar os dados, foram utilizados dois procedimentos anova bidirecionais separados. os resultados indicaram que os sinais visuais foram a estratégia mais efetiva no ensino de colocações léxicas. além disso, a técnica de cooperação grupal teve um impacto significativo no aprendizado de colocações comparado com a retroalimentação direta corretiva. os resultados também mostraram que os participantes no grupo de tarefas orientadas a resultados superaram significativamente aos do grupo de tarefas orientadas a insumos. estas descobertas podem ter implicações práticas da língua, professores, desenvolvedores de materiais e implicações teoréticas para os investigadores. palavras chave: colocações; grupo cooperativos; estratégias de estrutura; orientação a tarefas; ajudas visuais; aprendizado de inglês scaffolding strategies on receptive and productive knowledge naserpour & zarei 110 no. 23 introduction l earning a second language relies, to a large extent, on vocabulary knowledge (schmitt, 2000). lexical knowledge plays a vital role in communicative competence and the acquisition of a second language (nation, 2011; hoshino, 2010). vocabulary consists of individual words like nouns and verbs and word combinations like collocations and idioms. collocations are of paramount significance in language competence. learning words in chunks is a central part of acquiring a creative language system, which is the key to fluency. moreover, an equally important discussion that provides support to the instruction of collocations, as nattinger (1988) notes, is that students do not need to reconstruct language each time they want to use it; instead, they can use these collocations as prepackaged elements to convey their message. concerning lexical collocations as one main category of collocations, hill (2000) argues that multi-word structures are components of fluent linguistic production and critical language learning factors. therefore, it seems necessary to learn lexical collocations since learners frequently come across them not only in writing but also in spoken language. despite the indubitable significance of collocations, researchers have argued that collocations are among the problematic aspects of vocabulary learning for foreign language learners (hüttner, 2005). for optimal knowledge of l2 collocations, some scholars (krashen, 1985; swain, 2000) highlight the role of task orientation (e.g., input or output-oriented tasks). in input-oriented tasks, learners use clues from the text or the situational context to guess the meaning of a word or a lexical combination. it is, therefore, this combination of contextual clues and linguistic processing that makes learners able to assign meaning to specific words and grammatical features and so acquire them (krashen, 1985). in output-oriented tasks, however, as swain (2000) points out, l2 production aids learners to notice a gap in their language knowledge, correct their errors concerning the feedback they receive, and reflect upon their output to internalize linguistic competence. on the other hand, vacca (2008) opines that learners can perform any task, simple or complex, well only if they receive relevant, necessary assistance. as far as vocabulary learning is at stake, effective scaffolding techniques can reduce learners’ confusion and frustration via providing clear direction and step-by-step instruction for learners (poorahmadi, 2009). the selection of practical tasks, on the one hand, and the use of efficient strategies to optimize l2 collocations learning, on the other hand, have long been the concern of the stakeholders. therefore, it is crucial to explore what types of tasks and strategies provide better opportunities for language learners to achieve more durable l2 lexical collocation learning. to address this issue, the present study is an early attempt to disclose the effectiveness of scaffolding strategiesnamely direct corrective feedback, cooperative group technique, and visual aids – using inputand scaffolding strategies on receptive and productive knowledge naserpour & zarei 111 no. 23 output-oriented tasks on iranian efl learners’ receptive and productive knowledge of lexical collocations. collocations collocations pave the way for learners to understand better and produce language (ellis, 2003; nesselhauf, 2005). ünver (2018) opines that collocations knowledge reduces the processing load of both speakers and listeners of the language. collocations, as milton (2009) notes, are mainly classified into two main categories: grammatical and lexical. grammatical collocations usually involve content words (i.e., nouns, adjectives, verbs, and adverbs) plus a preposition or a grammatical structure such as ‘to+ verb (infinitive)’ or ‘that-clause,’ e.g., by chance, to be afraid that. in contrast, lexical collocations do not include grammatical elements, but are content words falling into the following combinations: noun + noun (e.g., washing machine), adjective + noun (e.g., strong/weak tea), verb + noun (e.g., shrunk shoulder), noun + verb (e.g., bees buzz), and verb + adverb (e.g., whispered softly) and adverb + adjective (e.g., deeply absorbed). besides, an equally important issue is that collocations are generally believed to be one of the problematic areas of language to learn. scholars (e.g., taiwo, 2004), for instance, argue that translating collocations word by word from one language to another may lead to inappropriate combination (e.g., tall people not high people). laufer (2011) asserts that oral communication and the written tasks of l2 learners, even at advanced levels of proficiency, show a lack of collocational knowledge. furthermore, thanks to more flexibility of lexical collocations compared to grammatical collocations, there has been the greater possibility of freedom in combining words and, as a result, committing collocational errors. this has spurred researchers to seek ways of teaching and integrating lexical collocations into the language materials in an effective and principled manner. one such way may be the application of task-based instruction. the role of tasks although there is little debate on the usefulness of tasks in language teaching, the issue of what type of task to use has been controversial. krashen’s input hypothesis (1985) accentuates the notable role of comprehensible input in language acquisition, meaning that input is both necessary and sufficient for language acquisition. according to renandya (2012), however, while learners’ underlying linguistic system can be developed by input tasks, fluent use of language may only be achieved through output tasks. the underlying premise, as swain and lapkin (1998) argue, is that output tasks can pave the way for learners to modify their output through noticing their linguistic scaffolding strategies on receptive and productive knowledge naserpour & zarei 112 no. 23 shortcomings. to put it simply, l2 production could provide learners with a great opportunity to make them aware of the gaps in their knowledge and direct their attention to form, function, and meaning through which learners can take control over their learning and produce the target language (swain, 2000). the importance of input or output tasks has been brought into light in a set of empirical studies (alavinia & rahimi, 2019; hashemi shahraki & kassaian, 2011; roohani, forootanfar & hashemian, 2017; salimi & shams, 2016; vosoughi & mehdipour, 2013; webb, 2005). for example, webb (2005) probed the effects of glossed sentences (as input tasks) and sentence creation (as an output task) on japanese learners’ word knowledge. the results indicated that in the first experiment with the same amount of time to task completion, the reading task was successful, while in the second experiment, which allocated a different amount of time to task completion depending on the task type, writing task was superior to reading task. this study concluded that when it comes to authentic learning, productive tasks should be preferred to receptive ones. nevertheless, regardless of the type of task used, efl learners have substantial difficulty with lexical combinations; often, they lack the necessary knowledge and strategies for handling such elements (chung & nation, 2004). the use of appropriate learning strategies is one crucial factor that can enhance engagement and result in better collocations learning. one of the effective learning strategies is scaffolding. learning scaffolding strategies sawyer (2006) used the term scaffolding to refer to the support provided during the teaching process to meet students’ needs when they are introduced to novel concepts and skills. this can lead to deeper and higher levels of learning. scaffolding is closely related to the zone of proximal development (zpd), which is a key term in socio-cultural theory (sct) (proposed by vygotsky). vygotsky (1978) defines zpd as the difference between the actual developmental level and the potential level of development measured as problem solving under guidance from adults or more capable peers (verenikina, 2008). based on vygotsky’s theory of social constructionism, scaffolding is the temporary assistance provided by an expert for novices so as to enhance their independency. this aid is gradually removed as they can develop their own ability and skills, and become more competent to demonstrate mastery and perform task independently (diaz-rico & weed, 2002). scholars have proposed various categories of scaffolding strategies to meet students’ needs in english language classes. according to echevarria, vogt and short (2004), the most common and practical scaffolding strategies that can be applied in language scaffolding strategies on receptive and productive knowledge naserpour & zarei 113 no. 23 classes to teach single and multi-words are classified into three main types: verbal, procedural and instructional, each consisting of a variety of techniques. the present study utilizes three scaffolding techniques of direct corrective feedback as a verbal scaffolding technique, cooperative group technique as a procedural scaffolding technique, and visual cues as an instructional scaffolding technique, and compares their effectiveness on learning lexical collocations. direct corrective feedback in sla contexts, as baleghizadeh and gordani (2012) note, feedback could bridge the gap between what has been learned and the target competence of the learners. in general, there are two kinds of feedback; positive and negative. in negative feedback, or corrective feedback (ammar & spada, 2006), information follows an error produced by the language learner to inform him of the fact of error (el tatawy, 2002). schmidt (1994) believes that corrective feedback causes learners to notice the gaps between the target norms and their interlanguage, resulting in the restructuring of grammatical forms. therefore, corrective feedback can provide needed attention for acquisition and push students’ production towards greater accuracy, clarity and comprehensibility (garcia-ponce & mora-pablo, 2017). in the area of l2 collocations teaching, alipanahi and naghiloo (2016) cast light on the role of direct, indirect, and self-correction feedback in l2 lexical and grammatical collocations learning. the results revealed that indirect feedback had a positive impact on learners’ collocational knowledge compared with direct and self-correction feedbacks. zarei and mousavi (2016) also tried to examine the effects of three kinds of feedback – direct, indirect, and peer feedbackas a scaffolding strategy on iranian efl learners’ recognition of lexical collocations. the results revealed that the group that received indirect corrective feedback had the best performance, whereas the group that was scaffolded by direct corrective feedback showed the least performance. the findings also indicated that the participants in the peer feedback and indirect feedback groups did nearly the same on the post-test. cooperative group technique in cooperative learning context, group members endeavor to make individual contributions to promote learning and to achieve a common goal for the group (johnson, johnson, & smith, 2014). this technique helps learners jointly build up knowledge. as a matter of fact, there is a positive interdependence among group members while any individual takes his own accountability in learning (bolukbas, keskin & polat, 2011; van lier, 2004). wajnryb (1990) asserts that when learners make scaffolding strategies on receptive and productive knowledge naserpour & zarei 114 no. 23 a joint attempt to produce the language, they notice more gaps in their knowledge of language and reflect on form-meaning relationships as they get feedback from their peers. in actual fact, in cooperative learning projects each member of a group displays his own learning styles or strengths as all members may be exposed with multiple learning benefits, methods and strategies. hence, in cooperative activities, learners’ language proficiency and personal skills like teamwork or problem-solving can be developed (olaya & gonzález-gonzález, 2020). some empirical studies (e.g., ahmadpour & yousefi, 2016; hayati & ziyaeimehr, 2011; safadi & rababah, 2012) put emphasis on the noticeable impact of cooperatively scaffolded learning environment on learners’ development of reading, writing, speaking, etc. visual aids images and visual cues can represent relationships among ideas and concepts. they provide students with concrete, visual connections between words and their meanings (zarei & gilanian, 2013). memorizing words via their corresponding images can help learners create their own ‘inner blackboard’, as termed by armstrong (2000). ghader and bahlooli niri (2016) argue that pictorial presentation of novel lexical combinations activates many parts of the brain and reinforces vocabulary learning in a foreign language. this scaffolding tool assists learners to get the information via an extrasensory perception (sadeghi & farzizadeh, 2013). as milton (2009) states, imagery provides learners with dually rather than singly coded information. thus, it promotes learners’ memory ability. empirical research in the area of vocabulary learning using images and visual representations shows that pictures and visual aids are efficient tools for retention and retrieval of words and lexical combinations (beaman, 2002; bird & williams, 2002; hamzah, 2018; mashhadi & jamalifar, 2015; zarei & khazaie, 2011). for instance, mashhadi and jamalifar (2015) compared visual cues and textual input-enhancement with regard to their effectiveness on learners’ lexical knowledge. in the visual presentation group, tools such as pictures, flashcards, semantic maps, and videos were used to teach the target words. for textual-input enhancement group, the target words were contextualized in texts and presented in bold face; translation, synonyms, and antonyms were also provided when needed. the results revealed that visual cues were more beneficial on vocabulary knowledge than textual-input enhancement. as can be inferred from the above-alluded, it is difficult to generalize the specific types of scaffolding processes to all teaching settings and all l2 learners. on the other hand, casting a glance into the literature, to the best of knowledge of the researchers, it is revealed that the studies on collocations have mainly been an endeavor to explore the scaffolding strategies on receptive and productive knowledge naserpour & zarei 115 no. 23 effectiveness of one or two tasks on teaching or learning collocations. consequently, the findings of such studies are rather limited. more research is needed to uncover the impact of tasks in different orientations. moreover, it seems necessary to investigate the impact of different scaffolding techniques to support learners’ learning. therefore, this gap was the staple impetus for the researchers to explore the effects of input and output-oriented tasks and also different scaffolding techniques on learners’ comprehension and production of lexical collocations. in more specific terms, the following research questions were put forward: 1. is there any significant difference between the effects of scaffolding strategies using input-oriented and output-oriented tasks on iranian efl learners’ receptive knowledge of lexical collocations? 2. is there any significant difference between the effects of scaffolding strategies using input-oriented and output-oriented tasks on iranian efl learners’ productive knowledge of lexical collocations? method the participants of the study consisted of an initial sample of 580 iranian efl learners (male and female) at lower intermediate level of proficiency who were studying english in private language institutes. after the administration of a sub-test of the key english test (ket), 40 participants who differed in terms of their proficiency level were excluded from the study; those who scored more than one standard deviation away from (above or below) the mean were excluded from the study. there remained 540 participants to take part in the study. they consisted of 346 females and 194 males; their age ranged from 18 to 35. they were randomly assigned to eighteen experimental groups, each with 30 participants. there was no control group in this study. the reason was twofold; first, owing to practicality reasons it was not possible to recruit another group; second, and more importantly, this study primarily aimed to compare the effects of variables (i.e., tasks and strategies) with each other on learning collocations. instruments and materials to fulfill the purpose of this study, several materials and instruments were utilized as follows: scaffolding strategies on receptive and productive knowledge naserpour & zarei 116 no. 23 key english test to ensure the participants’ homogeneity in terms of their language proficiency, a test of general english, including parts one to seven of ket, was administered to all the participants. parts one to seven of the test contained 50 items. the first three parts measured lexical and grammatical knowledge at word or sentence level. part four measured reading comprehension through a passage followed by multiple-choice items. part five contained a cloze passage in which each blank had to be completed by choosing the best word from among three given alternatives; parts six and seven included productive items. in part six, the participants had to read the descriptions of some jobs and write that job in the blanks provided. the initial letter of the target word was also given; part seven (the last part) contained 10 gap-filling items. the participants were required to read a postcard and use their own knowledge to fill in the blanks. each blank had to be filled with only one word. the oral section of the test was not included for practicality reasons. since just a sub-test of ket was used in this study, the kr-21 formula was applied to check its reliability. the reliability index of the sub-test turned out to be .77. pre-test before the commence of treatment, all the participants’ background knowledge of the target lexical collocations was assessed via a pretest. the pretest contained 100 english sentences, each of which included one lexical collocation. in each sentence, one part of each target lexical collocation was given and the other part was omitted. the persian equivalent of the collocations was provided at the end of each sentence as a clue. this was done to make sure that the participants understood the purpose of the test and did not fill the blanks using words other than the target collocations. the participants were asked to supply the missing words in the sentences. the target lexical collocations were selected from english collocations in use (mccarthy & o’dell, 2006), and student’s book 3 of touchstone for learners at the lower-intermediate level. the lexical collocations included the following structures: noun + noun, adjective + noun, noun + verb, verb + noun, verb + adverb, and adverb + adjective. tasks input-oriented tasks: true-false tasks: these tasks consisted of marginally glossed texts accompanied by true-false sentences. each sentence contained one collocation. the participants had to read each sentence to decide whether it is true or false. matching tasks: in matching tasks, the participants had to read texts that were marginally glossed. afterwards, they were given a matching activity in which scaffolding strategies on receptive and productive knowledge naserpour & zarei 117 no. 23 the first part of a lexical collocation in one column (column a) was matched with its second part in the other column (column b). there was one extra item in column b. multiple-choice tasks: these tasks included texts that were not marginally glossed. the participants had to look up the collocations in a dictionary. each text contained blanks, for each of which four alternatives were given after the text. to fill the gaps, the learners had to choose the right collocations from among the alternatives presented in multiple-choice form. output-oriented tasks: short-response tasks: participants in the short-response task condition received the same marginally glossed text to read, and then to complete the short-response tasks focused on the target lexical collocations. fill in the blanks tasks: here, the participants were given texts that were marginally glossed. afterwards, the learners were required to complete the fill in the blanks task focused on the target collocations. in each task, gaps were made by omitting collocations. one part of the target collocation was given as cues in each blank. the blanks had to be filled with the collocations provided by the learners. sentence formation tasks: learners had to read the same marginally glossed texts. afterwards, they were asked to use each of the target lexical collocations to generate new english sentences. post-test the post-test package consisted of two types of test: a multiple-choice test and a fillin the-blanks test were administered after the treatment to measure the comprehension and production of collocations, respectively. it is worth noting that the post-tests were developed by researchers, thus before the commence of the main study, a pilot study was done to examine item characteristics and test characteristics. the results of item facility and item discrimination left 40 items for each posttest. in addition, to ensure the content validity of the posttests, both the content of the tasks and that of the posttests were carefully examined by several experts. finally, a 40-item multiple-choice test (to measure comprehension) and a 40-item fill-in-the-blanks test (to measure production) were administered immediately after the treatment. moreover, the kr-21 formula was applied to estimate the reliability of the post-tests. the reliability indices of comprehension and production tests were .78 and .81, respectively. procedure initially, the participants of the study were selected through purposive sampling. to homogenize the groups, a sample of ket with the above-mentioned characteristics was administered. the participants whose score fell one standard deviation away from (above or below) the mean were excluded from the study. each group of participants scaffolding strategies on receptive and productive knowledge naserpour & zarei 118 no. 23 was randomly divided into one of the experimental conditions. before the treatments, to decrease the impact of the participants’ prior knowledge of collocations, the pre-test was administered. those items with which more than ten percent of the participants were familiar were not included in the posttests. it should be mentioned that besides the unfamiliar collocations that were identified in the pre-test (73 collocations), a number of lexical collocations (25 collocations) were also selected from the aforementioned sources to be taught in the treatment. in the treatment stage, three kinds of tasks were designed for different treatment conditions. each of the experimental groups received an average of seven new collocations each session; then they practiced using one of these tasks: true-false task (task a), matching task (task b), multiple-choice task (task c), short-response (task d), fill-in-the-blanks (task e), and sentence formation (task f). at the same time, the present study used three scaffolding techniques of direct corrective feedback as a verbal scaffolding technique, cooperative group technique as a procedural scaffolding technique, and visual cues as an instructional scaffolding technique to support teaching lexical collocations. these techniques were used to back up teaching lexical collocations to the experimental groups. six groups received instruction using tasks a, b, c, d, e, and f (one task for each group) and the scaffolding technique of direct corrective feedback. for six other groups, the tasks a, b, c, d, e, and f were scaffolded through the cooperative group technique. each of the remaining six groups received one of the tasks a, b, c, d, e, and f, and the scaffolding technique of visual aids. in direct corrective feedback, after the teacher collected learners’ handouts, she underlined their collocational errors and wrote the correct form of the target collocations above or near the erroneous form. she then gave the handouts back to the learners. the teacher also wrote the correct form of all lexical collocations on the board. in the cooperative group technique, at the outset of each session, the teacher divided learners into groups of five and guided them how to perform a task cooperatively. during performing the task, the teacher monitored groups carefully. in the scaffolding technique of visual cues, for all of the six experimental groups, at the beginning of each session, new collocations were shown on screen one by one, and the learners were given a handout with the same collocations or images. the images were digital and real pictures downloaded from the internet. then, the learners were asked to start working on the tasks. the treatment lasted 17 sessions (2 sessions a week), of which the first two sessions were allocated to the ket test and the pretest, 14 sessions to treatment, and one session to the posttests. it is worth noting that about an hour was allocated to the experiment scaffolding strategies on receptive and productive knowledge naserpour & zarei 119 no. 23 each session because the learners had the books and materials related to their course as well. after the treatment, two posttests were administered to all the participants. after the data were gathered, two separate two-way analysis of variance (anova) procedures were utilized to answer the research questions. results the first research question this question intended to explore the effects of scaffolding strategies using input and output-oriented tasks on efl learners’ comprehension of lexical collocations. to this end, a two-way anova procedure was used. first of all, the data were assessed for the assumption of the equality of variances. levene’s test result (f(5, 534) = 2.818, p ʹ .05) showed that this assumption was not violated. to check the assumption of normality of scores, the results of the kolmogorov-smirnov statistic were checked. the result (ks(540) = .05, p ́ .05) showed that this assumption was also met. in addition, to check for extreme scores, the id values of the most extreme cases were checked in the extreme values table. next, to see whether or not the extreme scores highly affected the mean, the value of 5% trimmed mean was checked in descriptive statistics. it was observed that the values of the original mean and the new trimmed mean were not very different. therefore, it could be assumed that the mean was not highly influenced by the extreme scores. after checking all the assumptions, descriptive statistics, including mean, standard deviation, etc., on the collocations’ comprehension test, were summarized (table 1). scaffolding strategies on receptive and productive knowledge naserpour & zarei 120 no. 23 table 1. descriptive statistics of the collocation comprehension posttest task type scaffolding strategies n mean std. deviation input-oriented tasks direct feedback cooperative technique visual cues total 90 90 90 270 18.32 20.54 22.72 20.44 3.067 3.257 3.678 3.739 output-oriented tasks direct feedback cooperative technique visual cues total 90 90 90 270 19.41 22.46 25.32 22.48 2.272 2.918 3.668 3.853 table 1 shows that in both task categories, the highest mean belongs to the scaffolding strategy of visual cues, followed by the cooperative group technique and direct corrective feedback, respectively. the implication is that the strategies of visual cues and cooperative group technique were more effective than direct corrective feedback on learners’ receptive knowledge of lexical collocations. furthermore, the highest mean score in all three strategies belonged to output-oriented tasks. this means that the scaffolding strategies utilized in performing tasks were much more useful for output-oriented tasks than input-oriented tasks. figure 1 graphically shows the differences among the groups. figure 1. means plot of collocations comprehension posttest scaffolding strategies on receptive and productive knowledge naserpour & zarei 121 no. 23 the interaction effects and main effects of the scaffolding strategy and task orientation variables were checked to see if they are statistically significant. the results are given in table 2. table 2. tests of between-subjects effects for collocations comprehension posttest type iii sum of squares df mean square f sig. partial eta squared corrected model 2916.454a 5 583.291 57.661 .000 .351 intercept 248798.669 1 248798.669 .000 .979 task orientation 562.224 1 562.224 55.578 .000 .199 scaffolding strategy 2282.737 2 1141.369 112.829 .000 .297 task orientation* scaffolding strategy 71.493 2 35.746 3.534 .084 .009 error 5401.878 534 10.116 total 257117.000 540 corrected total 8318.331 539 table 2 shows no statistically significant interaction between the effects of task orientation and scaffolding strategies on the comprehension of lexical collocations, (f (2, 534) = 3.53, p < .05). this implies that there is no statistically significant difference in the impact of scaffolding strategies on collocations comprehension for inputoriented and output-oriented tasks. furthermore, the values of partial eta squared for task orientation and scaffolding strategies were .19 and .29, respectively, both of which show very large effect size, based on cohen (1988). however, input-oriented and output-oriented tasks differ significantly from one another in terms of their effect on collocations comprehension (f (1,538) = 55.57, p < .0005) in favor of output-oriented tasks. there are also statistically significant differences among the scaffolding strategies of direct feedback, cooperative technique, and visual cues (f (2,537) = 112.82, p < .0005). to locate the significant differences, the scheffe test was run. scaffolding strategies on receptive and productive knowledge naserpour & zarei 122 no. 23 table 3. the results of scheffe test task (i) group (j) group mean difference (i-j) sig. input-oriented tasks direct feedback cooperative technique visual cues -2.222* -4.440* .060 .000 cooperative technique visual cues -2.183* .000 output-oriented tasks direct feedback cooperative technique visual cues -3.050* -5.911* .000 cooperative technique visual cues -2.866* .000 *the mean difference is significant at the 0.05 level these results reveal that the difference between the effects of scaffolding strategies on learners’ receptive knowledge of lexical collocations is significant. the students in the cooperative technique group showed better performance than those in the direct corrective feedback group on the post-test. in addition, the results indicate that the participants who received visual cues outperformed the participants of the direct corrective feedback group. at the same time, the results show a meaningful difference between the effects of cooperative group technique and visual cues on students’ collocational receptive knowledge in favor of visual cues. the second research question this question aimed at investigating whether or not there is any significant difference between the effects of scaffolding strategies using inputand output-oriented tasks on efl learners’ production of lexical collocations. for this purpose, a two-way anova procedure was used. before doing so, its assumptions were checked. the results of levene’s test (f(5, 534) = 1.075, p ʹ .05) and kolmogorov-smirnov statistic (ks (540) = .09, p ʹ .05) showed that the assumptions of homogeneity of variances and normality of scores were both met. in addition, the value of 5% trimmed mean was compared against the original mean, and no significant difference was observed between them, implying that the mean score was not heavily influenced by extreme scores. after checking the assumptions, descriptive statistics on the production test of lexical collocations were summarized in table 4. scaffolding strategies on receptive and productive knowledge naserpour & zarei 123 no. 23 table 4. descriptive statistics of the collocation production posttest task type scaffolding strategies n mean std. deviation input-oriented tasks direct feedback cooperative technique visual cues total 90 90 90 270 19.73 21.83 23.30 21.62 2.722 3.200 3.440 3.454 output-oriented tasks direct feedback cooperative technique visual cues total 90 90 90 270 20.90 23.84 26.85 23.86 2.055 2.587 2.912 3.514 table 4 indicates that the highest mean belongs to the scaffolding strategy of visual cues and cooperative group technique, respectively, and direct corrective feedback has the lowest mean score. this means that the strategies of visual cues and cooperative group technique are more effective than direct corrective feedback on learners’ productive knowledge of lexical collocations. on the other hand, in all three strategies, output-oriented tasks groups have obtained the highest means. figure 2 illustrates the differences among the means obviously. figure 2. means plot of collocations production posttest scaffolding strategies on receptive and productive knowledge naserpour & zarei 124 no. 23 the results of tests of between-subjects effects were checked to examine the possibility of an interaction effect and the main effects of the two independent variables. table 5 contains the results. table 5. tests of between-subjects effects for collocations production posttest type iii sum of squares df mean square f sig. partial eta squared corrected model 2860.644a 5 572.129 70.200 .000 .397 intercept 279347.267 1 279347.267 .000 .985 task orientation 680.067 1 680.067 83.444 .000 .135 scaffolding strategy 2051.544 2 1025.772 125.862 .000 .320 task orientation* scaffolding strategy 129.033 2 64.517 7.916 .090 .029 error 4352.089 534 8.150 total 286560.000 540 corrected total 7212.733 539 table 5 shows that task orientation has a significant effect on lexical collocations production, (f(1,538) = 83.44, p < .0005), and that output-oriented tasks are significantly more effective than input-oriented tasks on collocational productive knowledge. meanwhile, scaffolding is also a significant factor (f (2,537) = 125.86, p < .0005). however, the interaction between the effects of task orientation and scaffolding strategies on the production of lexical collocations is not significant (f (2, 534) = 7.91, p > .05). meanwhile, the partial eta squared values for task orientation and scaffolding strategies are .13 and .32, respectively, showing very large effect size, according to cohen (1988). since there were statistically significant differences among the scaffolding strategies on collocational production, the scheffe post hoc test was used to locate the differences. scaffolding strategies on receptive and productive knowledge naserpour & zarei 125 no. 23 table 6. the results of scheffe test task (i) group (j) group mean difference sig. input-oriented tasks direct feedback cooperative technique visual cues -2.080* -3.571* .000 .000 cooperative technique visual cues -1.495* .000 output-oriented tasks direct feedback cooperative technique visual cues -2.942* -5.953* .000 cooperative technique visual cues -3.013* .000 *the mean difference is significant at the 0.05 level table 6 reveals that in both inputand output-oriented tasks, the visual cues technique and the cooperative group technique were significantly more effective than the direct corrective feedback on the production of collocations. in addition, visual cues turned out to be more effective than the cooperative group technique on the production of collocations. discussion the findings of this study showed that visual cues were the most effective scaffolding technique in the development of receptive and productive knowledge of lexical collocations in comparison with the two other scaffolding strategies, cooperative group technique and direct corrective feedback. there are a number of studies which lend support to this finding (hamzah, 2018; mashhadi & jamalifar, 2015; sadeghi & farzizadeh, 2013). for instance, mashhadi and jamalifar (2015) reported that efl students’ vocabulary learning could be significantly reinforced using visual cues rather than textual enhancement. this finding of the present study is also in line with that of sadeghi and farzizadeh (2013), who compared the impact of pictorial tools and the conventional technique of definition on vocabulary instruction, and concluded that visual tools strongly affected word learning. in line with the findings of this study, hamzah (2018) also reported that the picture word inductive model (pwim) was significantly more effective on vocabulary learning than the control condition. this finding also substantiates milton’s (2009) claim that if words are associated with images, learners remember them better. scaffolding strategies on receptive and productive knowledge naserpour & zarei 126 no. 23 the reason may be because visually-mediated information is dually rather than singly coded. this means that the findings of this study approve the basic tenets of the dual-coding theory. pictures activate the different parts of the brain and reinforce cognitive power, hence facilitating learning. further support for this finding of the study comes from zarei and khazaie (2011), who observed that laptop-based delivery of multimodal items is a useful pedagogical tool to teach new vocabulary. the findings of this study also showed that the cooperative group technique was the second effective scaffolding technique. this finding may be congruent with swain (2010), who states that facilitative co-creation of language can help solve learning problems. as a matter of fact, interactive learning provides a context in which the use of language and language learning can dialogically co-occur. similar to the findings of the present study, hayati and ziyaeimehr (2011) showed that the writing accuracy of the students who received joined construction tasks significantly improved. likewise, ahmadpour and yousefi (2016) also came up with a finding in agreement with that of the present study. they concluded that group work significantly fosters learners’ language acquisition. however, unlike the present study, the focus of their study was on grammatical points. this finding of the present study may also confirm johnson, johnson, and smith’s (2014) contention that cognitive restructuring or elaboration can occur throughout active participation and collaboration, consolidating new information into the current cognitive structures. furthermore, the results of the present study implied that although direct corrective feedback was effective on learners’ comprehension and production of lexical collocations, it had the least effect compared to visual cues and the cooperative group technique. this finding is in agreement with the finding of zarei and mousavi (2016), who found that direct feedback, in comparison to indirect and peer feedback, was less effective on efl learners’ lexical collocations recognition. in agreement with the findings of the present study, alipanahi and naghiloo (2016) also reported that direct corrective feedback had the lowest effect on lexical and grammatical collocations learning, whereas indirect feedback and self-correction were more beneficial. these results may be due to the fact that direct corrective feedback is almost similar to the traditional methods of learning in which the teacher is responsible for students’ learning. on the other hand, in contrast with this study, westmacott (2017) and almasi and nemat tabrizi (2016) concluded that direct feedback was more effective than indirect feedback on language learning. the reason for this difference may be that their study compared the effect of direct and indirect feedback on students’ grammatical and writing proficiency, whereas the focus of this study was on lexical learning. another reason may be the number of the participants, in that westmacott’s study was constrained to only six learners. scaffolding strategies on receptive and productive knowledge naserpour & zarei 127 no. 23 furthermore, the findings of this study stress the role of task orientation in lexical collocations achievement. the results revealed that the output-oriented tasks led to significantly better comprehension and production of lexical collocations than inputoriented tasks. this finding corroborates swain’s (2000) output hypothesis, based on which output tasks, due to their challenging nature, evoke efl learners to process information more deeply. a number of previous studies lend support to this finding (alavinia & rahimi, 2019; salimi & shams, 2016; vosoughi & mehdipour, 2013; webb, 2005). for instance, alavinia and rahimi (2019) and vosoughi and mehdipour (2013) concluded that students using productive tasks learn substantially more vocabulary compared to those using receptive tasks. further support for this finding comes from salimi and shams (2016), who concluded that output-based tasks were more beneficial than input-based tasks in enhancing learners’ writing ability. webb’s (2005) study was also in line with this finding. he reported that productive tasks like sentence writing are more successful than receptive tasks in improving word knowledge. in addition, the results of roohani et al. (2017) revealed that output tasks were more successful than input ones in enhancing the learners’ wtc, although both input and output tasks were significantly effective in improving grammatical accuracy. conclusion and implications the findings of this study suggest that visual cues have positive effects on the comprehension and production of lexical collocations. pictures can assist learners in making associations between words and images, and learning may be facilitated to a great extent (milton, 2009). from this, it may be concluded that the dual-coding theory is applicable to collocations learning. it is also concluded that the application of colorful pictures in teaching new lexical items can bring images of reality into classes (hill, 1990) and create a cheerful, enjoyable atmosphere, which makes learners enjoy their learning. this finding can encourage textbook developers to include suitable pictures in their books to capture learners’ attention to unfamiliar collocations and to make them notice the different aspects of input. the results of this study also indicated that the learners also benefited from the cooperative group technique in lexical collocations learning. it may be concluded that, if appealing visuals are supplemented with a variety of group or whole-class activities, students may experience far more viable learning. specifically speaking, integration of visual cues and cooperative activities can provide opportunities for students to work more on abstract words, the meaning of which may not be accurately conveyed using pictorial tools (thornbury, 2004). based on the findings of this study, it is advisable for language educators to do their instruction via visual aids like blackboard drawings, digital images, wall pictures, charts, flashcards, etc., along with appropriate collaborative activities. furthermore, from the finding that direct feedback was the scaffolding strategies on receptive and productive knowledge naserpour & zarei 128 no. 23 least effective factor in collocations learning, it may be concluded that teachers should resist the temptation to respond to every student error directly and move away from an interventionist approach towards more interactionist ways of teaching. moreover, the finding that output tasks were more efficient than input-oriented tasks, results one in the conclusion that adhering to the comprehensible input hypothesis and hoping that production will emerge once learners are ready might be leaving too much to chance, and that applying a bit of gentle pressure to learners to produce collocations may, in the long run, do them more service. thus, this finding may be useful for language educators and material developers in the sense that they can design productive tasks that include a combination of pictures and group activities. output tasks that are scaffolded by the integration of pictorial cues and cooperative activities may optimize the learning of collocations. this can occur only if language teachers become aware of the value of productive tasks and the importance of using scaffolding techniques like picture presentation and group activities in teaching collocations. scaffolding strategies on receptive and productive knowledge naserpour & zarei 129 no. 23 references ahmadpour, l., & yousefi. m. h. 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(2016). the effects of feedback types on learners’ recognition of lexical collocations. international journal of applied linguistics & english literature, 5(2), 150-158. scaffolding strategies on receptive and productive knowledge naserpour & zarei 134 no. 23 authors * azam naserpour holds a ph.d.  in tefl.  she has been teaching as a lecturer at lorestan and ayatollah borujerdi universities, iran. she has written some books and published several academic articles in national and international journals. her primary research interests concern second language acquisition, psycholinguistics, language assessment, and teacher education.   orcid: https://orcid.org/0000-0002-2398-7616 abbas ali zarei associate professor in tefl, is currently a member of academic staff at imam khomeini international university (ikiu) in qazvin. he has had 57 books and 125 papers published. he has also attended and presented at 75 conferences across the world. orcid: https://orcid.org/0000-0002-6062-6633 how to reference this article:naserpour, a., & zarei, a. a. (2021) on the effectiveness of scaffolding strategies and task orientation on receptive and productive knowledge of lexical collocations. gist – education and learning research journal, 23, 107–134. https://doi. org/10.26817/16925777.1130 teaching phonological awareness to students khasawneh scaffolding strategies on receptive and productive knowledge gist final1.indd 8 speaking skill development through the implementation of multimedia projects1 el desarrollo de la habilidad oral a través de la implementación de proyectos multimedia letty hazbleidy contreras ospitia, sandra milena charry garzón and angela yicely castro garcés2* universidad del tolima, colombia abstract the purpose of this study was to examine the way the implementation of podcasts, videos and powerpoint projects fosters the speaking skill development in efl sixth graders. in this action research, data were collected through an initial diagnosis and a final development test, a focus group interview, participant observation and students’ artifacts derived from podcast, video and powerpoint projects. the data were then analyzed in a mixed method approach and results suggested that the majority of students became highly engaged in communicative situations, which allowed them to improve their limited language proficiency. keywords: speaking skill development, multimedia projects, project work, high school students resumen el propósito de este estudio fue examinar la forma como la implementación de proyectos de podcast, videos y powerpoint motiva el desarrollo de la habilidad oral en estudiantes de sexto grado. en este proyecto de investigación acción los datos se recolectaron a través de un examen diagnóstico inicial y un examen de desarrollo final, una entrevista de grupo focal, observación participante y artefactos de los estudiantes, derivados de proyectos de podcast, video y r es ea rc h a rt ic le s 1 received: december 15, 2015 / accepted: march 27, 2016 2 aycastrog@ut.edu.co / lettyco05@hotmail.com / samichaga@hotmail.com gist education and learning research journal. issn 1692-5777. no.12. (january june) 2016. pp. 8-28. contreras, charry & castro no. 12 (january june 2016) no. 12 (january june 2016) 9 powerpoint. los datos fueron analizados con un enfoque de métodos mixto y los resultados sugieren que la mayoría de los estudiantes se involucró en gran manera con situaciones comunicativas, lo cual les permitió mejorar su limitado nivel de proficiencia. palabras clave: desarrollo de la habilidad oral, proyectos multimedia, trabajo por proyectos, estudiantes de secundaria resumo o propósito deste estudo foi examinar a forma como a implementação de projetos de podcast, vídeos e powerpoint motiva o desenvolvimento da habilidade oral em estudantes de sexta série. neste projeto de pesquisa ação os dados se recolheram através de uma prova diagnóstica inicial e uma prova de desenvolvimento final, uma entrevista de grupo focal, observação participante e artefatos dos estudantes, derivados de projetos de podcast, vídeo e powerpoint. os dados foram analisados com um enfoque de métodos misto e os resultados sugerem que a maioria dos estudantes se envolveu em grande maneira com situações comunicativas, o qual lhes permitiu melhorar seu limitado nível de competência. palavras clave: desenvolvimento da habilidade oral, projetos multimídia, trabalho por projetos, estudantes de ensino médio contreras, charry & castro no. 12 (january june 2016) no. 12 (january june 2016) 10 introduction the desire that teachers have to help students with the development of their speaking skills is often made difficult by the context, number of students per class, limited time and scarce material available. this concern led the researchers in this study to explore ways to improve classroom practices, taking advantage of what is at hand. the action research project was designed in order to facilitate reflection and promote progress following burns’ (2005) notion of exploring a common problem in a specific context in order to gain understanding, create meaning, and improve educational practices. the aim was to help sixth grade students develop speaking skills through the implementation of multimedia projects, including podcasts, videos and powerpoint presentations. more specifically, the project sought to help students improve pronunciation, vocabulary and fluency. six projects were implemented along a six-month period in order to engage learners in the use of the language with communicative purposes. the multimedia tools used motivated students to see language in a fun and engaging way. as stated by butler-pascoe and wiburg (2003), “the use of computer technology fosters interaction and presents students’ language in a graphically and linguistically enhanced manner” (p. 86). as such, the use of multimedia projects could possibly motivate not only the improvement of their learning performance, but also the development of speaking skills. the questions leading this research focused on the three components of speaking: how do efl sixth graders better their pronunciation through the use of podcast projects? to what extent do video projects promote the acquisition of vocabulary in efl sixth graders? and how do ppt projects support the development of fluency in efl sixth graders? therefore, the tools designed and the implementation of projects allowed us to identify students’ challenges and gains throughout the process. literature review the main constructs that supported our research were the use of multimedia tools (podcasts, videos and presentation software), communicative language teaching, speaking skills (pronunciation, fluency and vocabulary), and project and group work. speaking skills development contreras, charry & castro no. 12 (january june 2016) no. 12 (january june 2016) 11 the use of multimedia tools technology has enjoyed a widespread acceptation in society, especially in teenagers. it has changed the nature of sharing, storage and handling of information. according to rathore (2011), the application and association of ict with social, economic and cultural matters has had an effect on education. therefore, these contextual issues have had a significant impact on the use of technological devices or multimedia tools in language teaching to design, develop, manage and assess students’ performance with the unique objective of enhancing efl learning. the integration of call (computer assisted language learning) in colombian education has been widely discussed by researchers, who have explored the blending of technologies in second language teaching learning (clavijo, quintana, & quintero, 2011). teachers have also dedicated attention to the role of computers in the classroom, especially to find or create better ways to implement effective strategies that improve students’ language skills. it is extensively believed that technology in the classroom helps teachers promote a constructive class environment, and technology is viewed as having an influential effect on the teaching and learning process (muir-herzig, 2004). however, the integration of computers in the classroom has not been accepted by some educational communities because they think that those devices are disturbing elements in the learning process. in colombia, educational policies follow the tendency of other countries in promoting the integration of icts in all school levels. the colombian ict plan 2008-2019 proposes the use of educational environments with comfortable infrastructure and devices to facilitate autonomous and collaborative learning mediated by computers and tablets that help students in the enhancement of their learning process (ministerio de comunicaciones, 2008). clavijo, et al. (2011) argue that the increased use of technological devices by students at all levels of education outside the school environment is a challenge for teachers who have not understood the impact of technology. therefore, teachers must be prepared to be upto-date with the educational process of students today, who have grown up using different types of technologies as digital natives. prensky (2001) stresses, “they have spent their entire lives surrounded by and using computers, videogames, digital music players, video cams, cell phones, and all the other toys and tools of the digital age” (p. 1). for that reason, students may be eager to find technological environments in educational activities within the school context. speaking skills development contreras, charry & castro no. 12 (january june 2016) no. 12 (january june 2016) 12 furthermore, according to tomlinson (1998), students are an important element to consider when designing and carrying out learning processes, so it is necessary to take into account their interests and needs in order to develop materials and appropriate contents that can strengthen their prior knowledge, and foster the use of language. consequently, the implementation of multimedia projects with the students in this project sought to create new activities to expand students’ learning opportunities, using alternative tools that involve their learning styles. crystal (1986) states, “one of the most interesting developments in the field of language teaching in recent years has been the concern to provide students with ‘authentic’ spoken materials with which to work” (p. 411). hence, this study gave us the opportunity to discover whether the use of multimedia projects as authentic learning materials was effective in terms of improving fluency, pronunciation and the acquisition of vocabulary. stanley (2006) and pun (2006) have pointed out the strong benefits that podcasting may offer to language education, especially in reference to developing students’ listening and speaking skills. furthermore, videos have always been an excellent efl language learning activity that requires learner participation in a variety of ways. now, with the relatively recent advances in digital video technology and the free use of editing software, video projects have become an even more powerful teaching and learning tool in the efl classroom; examples and testaments to the usefulness of drama for speaking skills and pronunciation are provided by different authors (carkin, 2004; hardison & sonchaeng, 2005). they report many projects focused on the creation of video dramas that may improve efl learners’ fluency and pronunciation. in terms of tools to aid the development of speaking skills, microsoft powerpoint is a powerful visual tool that can support students’ oral expression through images, diagrams and bullet points that allow them to develop speaking skills with more fluency and confidence to express themselves. “students with low english proficiency can be assisted by ppt in making persuasive presentations through the use of multimedia tools such as audio recordings and graphic representations” (apple & kikuchi, 2007, p. 107). the idea of an interactive efl presentation is to make the development of students’ speech more interesting and attractive to reach the goal of improving their fluency and self-confidence. speaking skills development contreras, charry & castro no. 12 (january june 2016) no. 12 (january june 2016) 13 project and group work blake (2013) points out that the proper integration of technology into the curriculum can accelerate the focus on the student-centered classroom and adapt him/her to a digital culture. therefore, it may change our students’ way of learning, thinking and communicating, making them active participants of their learning process and engaging them in collaborative projects using project work to achieve the learning objectives. furthermore, dörnyei (1997) explains that cooperative group work tasks not only increase the amount of mediated input but also encourage motivation, self-confidence, critical thinking, and autonomy. thus, students’ interaction may help them overcome psychological limitations such as, shyness, fear and anxiety to use the language. in addition, freire and macedo (1987) assert that collaborative participation in the teaching and learning process can change learners’ expectations to be students with more autonomy, agency and creativity, achieving important changes in the social and cultural perspective of language. students benefit from the implementation of multimedia projects in efl as they follow the structural elements of a project: plan, research, develop, review and present a final product. thomas (2000) affirms, “project-based learning (pbl) is a model that organizes learning around projects. according to the definitions found in pbl handbooks for teachers, projects are complex tasks, based on challenging questions or problems, that involve students in design, problem-solving, decision making, or investigative activities” (p. 1). therefore, students can develop their skills in critical thinking and the expression of their own ideas through the design and performance of such projects. project work naturally leads to argument about either the interpretation or presentation of the information collected. moreover, jones, rasmussen and moffitt (1997) summarize projects as complex tasks, based on challenging objectives or problems that involve students in design, problem-solving, decision making, or investigative activities. therefore, projects give students the opportunity to work autonomously and collaboratively to obtain realistic products to be presented in academic settings. communicative language teaching and speaking skills multimedia projects can be developed in a creative and interactive way. with this in mind, learning may become an enjoyable experience for students as they develop language skills and sub-skills. speaking skills development contreras, charry & castro no. 12 (january june 2016) no. 12 (january june 2016) 14 pronunciation in foreign language teaching, for example, has often been marginalized because teachers do not have enough time in class to perform pronunciation activities or the instructional training to teach it. pennington and richards (1986) assert that “pronunciation is often viewed as having limited importance in communicative curricula” (p. 207). nonetheless, authors such as carkin (2004) and hardison and sonchaeng (2005) note the benefits and usefulness of speaking activities, fluency and pronunciation. they argue that with the use of drama, students may acquire habits of repetition and correction helping them to identify their own mistakes to improve their speaking performance. on the other hand, the role of vocabulary is remarkable as rupley, logan and nichols (1998) argue, “vocabulary is the glue that holds stories, ideas and content together… making comprehension accessible for children” (p. 339). chall (1983) describes recognition and meaning as key factors in vocabulary learning that may lead students to enhance not only their reading ability but also their speaking skills. there are many software applications that allow to work vocabulary through voice recognition, virtual world applications and the use of podcasts. there is a notorious need for more vocabulary instruction at all levels to gain english proficiency. frequently, the process of communication in students is measured based on the number of words that they can use to express their ideas. beck, mckeown, and kucan (2002) indicate that the number of new words on average that students should add to their vocabulary in a year is 3,000. there are, in fact, different technological tools to develop sufficient vocabulary for learners to reach that goal. fluency, understood as the ability to speak a foreign language easily and effectively, is an evident problem in language learners and the result of lack of vocabulary and poor pronunciation. vocabulary and memory are key aspects in the development of fluency. in broad terms, speaking is a complex process of choosing, remembering and organizing words into grammatical sentences to be able to express their communicative intention. tarone (2006) says that learners must simultaneously attend to content, pronunciation, lexis, discourse and information structuring leaving at side the communicative purpose for better speaking skill. speaking skills development contreras, charry & castro no. 12 (january june 2016) no. 12 (january june 2016) 15 methodology research design this action research was done with a mixed methods approach to examine the way in which the implementation of podcast, powerpoint, and video projects fosters the development of speaking skills sixth grade efl students. this study was undertaken as action research to explore a common problem in a specific context in order to gain understanding, create meaning, and improve educational practices (burns, 2005). reason and bradbury (2001) explain that the primary purpose of action research is to produce practical knowledge that is useful to people in every conduct of their lives. also, a mixed methods approach was necessary to carry out a deep quantitative and qualitative analysis of the process students underwent. thus, as greene and caracelli (1997) establish, mixing different types of methods can strengthen the understanding of a research study because inquiry can become a complex social phenomena in which the researcher may need different kinds of methods to interpret data. therefore, the researcher can go beyond the representation of quantitative information and make a deeper qualitative analysis of the relevant issues found to enrich the development ofthe research process. context and participants this research study was carried out at a private religious school in ibagué, colombia, with sixth grade efl students. there were ten girls and five boys between 11 and 13 years old. sixty-five percent of students belong to the religious denomination of the school, the rest to other churches. students were all required to follow the school principles, which sometimes limited the amount of time that students could spend using technology in class. students received five hours of english instruction per week and all demonstrated a low language proficiency level. all of them had some computer skills and were able to use multimedia tools with minimal help from the teacher. data collection instruments the data collection instruments included an initial diagnosis and a final development test, a focus group interview, participant observation and students’ artifacts derived from podcast, video and powerpoint projects. speaking skills development contreras, charry & castro no. 12 (january june 2016) no. 12 (january june 2016) 16 data analysis and interpretation the initial diagnostic test intended to identify students’ skills in vocabulary, pronunciation and fluency. the test design helped to explore and determine the strengths and weaknesses of each one of the participants in terms of their speaking skills. it was done through a reading comprehension activity in which students did the process in two cycles. the first cycle included the identification of vocabulary to understand and comprehend the reading, and following instructions for completing the written test that contained five questions related to the topic of the reading. the second cycle was reading aloud to determine students’ level of pronunciation and fluency. based on the results of the initial diagnostic test, students participated in a focus group interview in order to examine their knowledge about some of the technological skills they possessed and important concepts that were going to be applied in the implementation of multimedia projects. patton (1990) affirms that “focus group interviews involve conducting open-ended interviews with groups of few people on specially targeted or focused issues” (p. 173). hence, the purpose was to help analyze students’ knowledge, skills, perceptions and expectations to participate in this project. for the focus group, a semistructured interview was done at the beginning of the implementation of the projects, and the second interview was an informal discussion at the end of the implementation. this second interview was developed after the teacher gave students feedback about their speaking skill development during the implementation of the projects. participant observation was undertaken as a method to analyze different phenomena that occurred during the implementation of the projects. researchers took field notes and video-recorded to better capture specific details. delamont (2004) argues that it is important to write and think about what you are observing and to test insights systematically. participation in this sense means interacting with people while they are carrying out activities such as teaching or studying to identify some educational issue. students’ artifacts collected during the implementation of projects were used to analyze their speaking skills development. these artifacts included a video of a play, podcasts of reading aloud and dialogues, and videos of the presentations. patton (1990) suggests that audio and video recordings provide more opportunities to identify hidden issues that may not be perceived along the process. speaking skills development contreras, charry & castro no. 12 (january june 2016) no. 12 (january june 2016) 17 results uncovering students’ attitudes and aptitudes towards the language and the multimedia tools used in the projects was essential in order to have a better understanding of students’ background knowledge and therefore a better intervention process. in that regard, the initial diagnostic test and the focus group interview were administered at the beginning. initial diagnostic test (idt) during the exploratory stage of this study we could realize that students were afraid of learning english, even more when it came to speaking in the language; for this reason, the idt design surprised students as they were used to doing only activities related to the contents of a book, such as completing crossword puzzles, filling in the gaps or simply working on isolated vocabulary. however, this test had them see the language in a more communicative way. the results of the idt, which will then be compared to the results of the final development test, revealed their limited skills in vocabulary, pronunciation and fluency, as well as their lack of confidence and low motivation when they were encouraged to use the language. figure 1 outlines those results. figure 1. initial language level the data above indicate that in a scale from one to five, which goes from no demonstrated proficiency to displaying certain level of language development, students’ oral skills were limited to what is speaking skills development contreras, charry & castro no. 12 (january june 2016) no. 12 (january june 2016) 18 described in item number four of table 1, which means that no student had the ability to answer personal questions and self-correct their mistakes. eight students were in the two most basic levels of language understanding and production, as presented in figure 1. although the other seven students had better language skills, their language proficiency was still limited and none of them could reach level five. the test results disclosed students’ low language level in the sub skills evaluated. students had little vocabulary, pronunciation difficulties and therefore low fluency. table 1. rubric to evaluate students focus group after the diagnostic test, the focus group was administered in order to deepen the understanding of what students brought with them in terms of language and multimedia tools. to open the discussion in this interview, we did a brief explanation of the importance of technology in efl learning. students also wanted to know what role they would have in the implementation of multimedia projects and what type of technology could be used in efl learning. they had different understandings of what a project is and were concerned about how this work would contribute to their language skills. afterwards, we talked about the way some multimedia tools could be blended into language learning and the benefits and limitations of using them in our english classes. they felt identified with the word “multimedia,” and they mentioned that this could be an easier way to learn, to be creative and to have a pleasant environment. nevertheless, some students were not familiar with some of the terms used during the conversation, which made us wonder to what extent the implementation of those projects would be a success. speaking skills development contreras, charry & castro no. 12 (january june 2016) no. 12 (january june 2016) 19 the last question referred to the identification of students’ computer skills. we asked them about the type of technology they frequently used and they listed the tools they had used in their experience as students, among their answers they mentioned search engines (internet), and basic microsoft office applications (word processing tools), such as microsoft word to make written documents, microsoft powerpoint to make standard presentations, and microsoft excel to make tables or lists. few participants used these tools to develop other types of activities. finally, only a few students had the skills to use more advanced applications, such as editing software for videos and audio recordings, and no one knew the meaning of podcasts and its use for educational aims. figure 2. students’ computer skills none of the students had heard the word podcast, so we explained how this multimedia tool would be implemented in the projects through the use of feedback from the teacher, and by hearing their own audio recordings in a pre and post activity. having a better understanding of the process made them curious and interested in having it as a learning tool. they concluded that this tool would help them to be aware of their own mistakes, so they could improve them. even though the school has a virtual platform, only 46% of the participants had developed enough abilities using internet (e-mail, e-learning environments and search engines). forty percent had not gone beyond the use of basic word processing tools to complete some occasional assignments, many of them because of their religious beliefs. speaking skills development contreras, charry & castro no. 12 (january june 2016) no. 12 (january june 2016) 20 these beliefs called for limited time for students to use computers, internet, or particular online programs. in many cases, they were allowed to use computers only to work on microsoft office, but never to access the web. the remaining 14% had more advanced computer skills in the edition of videos and other types of files, which was very beneficial for the development of the projects. participant observation during the implementation of the projects, students said they were now learning english, which seemed to change their perceptions of the subject and increase their motivation. english had not been seen as a relevant subject before, as something they would learn for life, but as a course they only had to take and pass. students’ learning styles had not been catered to; therefore, they had not been exposed to the possibilities of studying the language with tools tailored to them, or with strategies that would help each individual learner. it could be evidenced how each new project raised their motivation and language level at the same time. podcast projects podcast projects were implemented through two applications. the first was a smart voice recorder for mobile phone and the second one was the audacity program for pc. one of the podcast projects contained a conversation between two participants; each situation was accompanied by the script composed by students with the support of the teacher-researcher. learners used these scripts to rehearse and practice. while they were recording and listening to their conversations, they could identify their own mistakes using a podcast sample of the conversation. the second podcast project was a reading aloud exercise of the story “philip the grasshopper,” in which participants worked collaboratively; in pairs with a defined role, one as a narrator and the other one as an imitator. this allowed them to gain powerful linguistic resources to enhance their pronunciation with the teacher monitoring and students’ self-correction. students reached the goal of podcasting in spite of their initial anxiety, lack of confidence, and reluctant attitude toward performing these activities. for the assessment of pronunciation, participants carried out a preand post-recording in which they noticed that podcasts were highly suited for the improvement of phonetics and pronunciation problems. figures 3a and b exemplify students’ progress from podcast one to two. speaking skills development contreras, charry & castro no. 12 (january june 2016) no. 12 (january june 2016) 21 figure 3a. initial pronunciation assessment figure 3b. pronunciation follow-up the assessment was done by the teacher in charge of the group during class time and podcast projects were focused on specific topics and vocabulary worked in class. moreover, students had the chance to rehearse the script and the readings right after the first feedback session. in the second phase, students recorded the final podcasts. results showed that students became more responsible for their own learning, and the majority of them overcame many of their pronunciation mistakes. the result of this final podcast was a surprise for students’ classmates who noticed that the participants were interpreting a tale of 383 words in a speaking skills development contreras, charry & castro no. 12 (january june 2016) no. 12 (january june 2016) 22 way that was almost identical to the sample podcast of the book. it was remarkable because 40% of the participants had an excellent language performance, making fewer than 10 pronunciation mistakes. video projects this was a project planned collaboratively that helped learners internalize their acquired knowledge and increase collaborative learning and motivation. the initial video project was a play that was taken from the previous podcast project of the reading “philip the grasshopper” and was adapted to a script. the other video project was a representation of a conversation at a supermarket, and the vocabulary was taught in a pre-teaching activity. students reviewed their part of the script in advance so they could assimilate the content. although students showed a positive disposition and attitude towards the recording of videos, different feelings arose each time the video camera was on. one of the most common feelings was the fear to look at the camera lens; they commonly forgot part of their script while anxiety increased. nevertheless, little by little they became more familiar with the camera so that video recording was seen as a natural part of the class. the video projects were a source of motivation for students because they dressed up and acted out the the vocabulary with authentic language situations. they could explore their creativity and imagination and some of them demonstrated their abilities to use multimedia tools, as they were in charge of editing the videos using camtasia application. powerpoint projects the use of powerpoint and other multimedia tools like prezi and powtoon to make presentations is more popular for students at university level, but school aged students can also benefit from it. the environment at this school was not so welcoming for these kinds of projects at the beginning because most teachers are very traditional and were reluctant to use technology. the implementation of powerpoint projects brought an added value to the class; students participated in the planning and organization of topics and presentations. they also had to prepare their speech based on some questions designed by themselves and the teacher through collaborative work. their presentations were completely visual and contained bullet points as guides. students were able to express the information and answer the questions with self-confidence supported speaking skills development contreras, charry & castro no. 12 (january june 2016) no. 12 (january june 2016) 23 by interactive presentations that showed them whether the answers were correct or incorrect. results showed that there were significant differences in students’ oral production during the preand post-presentations. additionally, this tool motivated students to explore their creativity and find different ways to present their work, which increased their confidence to speak in english. chapelle (2001) explains that powerpoint is seen as an innovative and easy tool that has meaningful real world experiences for educational purposes with important relevance outside the classroom, giving the projects a sense of authenticity for students to engage with the use of language. rather than viewing this tool solely as a means of practicing english or presenting simple standard slides, these projects open a window to the handling of future multimedia tools and motivate students to develop computer literacy skills, as well as linguistic and communicative skills. final development test this test was applied in order to assess the evolution of students’ speaking skills and to identify how the multimedia projects implemented during this research helped students in the improvement of their language performance. this test was slightly different from the initial diagnostic test so that students did not feel that it was the same evaluation after the implementation of the projects. it was more visually attractive and graphically divided into four parts for students to identify what was being evaluated. there was a reading comprehension part in which pronunciation and fluency were assessed; after that, students had to answer some questions orally. students were more at ease than in the first test. it was rewarding to see them reading aloud with good pronunciation and a better attitude towards communicative tasks. shyness and anxiety, which were highly evident at the beginning, were now left behind as learners improved their pronunciation and expanded their vocabulary. although different variables interact in language learning, students’ attitudes toward the language should be considered. therefore, it was important to use different strategies to increase students’ motivation as a way to have a more effective learning process. speaking skills development contreras, charry & castro no. 12 (january june 2016) no. 12 (january june 2016) 24 figure 4. final test the final development test gave some evidence of students’ improvement in their speaking skill. all of them advanced up to the point that level 5 was reached, which did not happen in the idt. the rubric to evaluate students presented as table 1 served for the analysis of this final test as well. students accomplished the goals set during projects development and went beyond their language and personality limitations. focus group follow up once all the projects had been administered, it was considered necessary to carry out a follow up of the focus group interview. this was done with the purpose of knowing from the students’ voices their perceptions and changes experienced. some of their comments are presented below3. i am doing well in this subject. i have the best attitude in class and i have improved my english language because i know more words. we had the opportunity to listen to each other in this class because the teacher recorded us and then let us listen to ourselves to get feedback on our weaknesses and strengths. i loved this class! i liked this class because we could make conversations with our classmates. this allowed us to train our ear and enrich our vocabulary. 3 original text in spanish, translation made for publication speaking skills development contreras, charry & castro no. 12 (january june 2016) no. 12 (january june 2016) 25 this was a good class because the teacher brought us podcasts with her pronunciation. this helped us mirror her pronunciation to pronounce in front of the class. she recorded a podcast of us then. i think this was a good class because the teacher always had something new for us to learn with technological devices. learning was pleasant because we could talk with our classmates and receive instructions to make a project with ppt slides to present to the class. we practiced our english a lot. recording a video and then watching us speaking in english was nice. my classmates looked good on their costumes. this final encounter with students to know their perceptions and gains confirmed that it was worth the time invested in this project to help students and the school community understand that incorporating multimedia tools in classes with a structured design can bring up benefits for students’ learning. conclusions this action research brought benefits to the students who could be seen more engaged and enthusiastic during the lessons. their perceptions and attitudes towards the class changed for the good, which gave the teacher more motivation to continue innovating and improving. it seems that the use of multimedia projects in efl learning in the context of a private school was perceived as an effective strategy to develop speaking skills in sixth graders because it helped students engage with real communicative situations. even though the transition from traditional classes to implementing multimedia tools during the lessons was rather complicated and time consuming at the beginning, the accomplishment was evident. it was also observed that through the implementation of such projects, students had better academic performance. not only were their class grades higher, as they did better in class, but also their confidence and oral communication improved. these multimedia tools fostered the acquisition of vocabulary and the improvement of pronunciation and fluency. moreover, students perceived this experience as a learning opportunity in which their needs and interests were taken into account. to conclude, it is essential to create class activities that involve students’ own realities so as to have meaningful learning that lasts a life-time. speaking skills development contreras, charry & castro no. 12 (january june 2016) no. 12 (january june 2016) 26 references apple, m., & kikuchi, k. 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(2005). theatre voice training and technology in teaching oral skills: integrating the components of a speech event. system. 33, 593-608. speaking skills development contreras, charry & castro no. 12 (january june 2016) no. 12 (january june 2016) 27 jones, b. f., rasmussen, c. m., & moffitt, m. c. (1997). real-life problem solving: a collaborative approach to interdisciplinary learning. washington, dc: american psychological association. ministerio de comunicaciones. república de colombia. (2008). plan nacional de tic 2008-2019. retreived from http://www.eduteka. org/pdfdir/colombiaplannacionaltic.pdf muir-herzig, r. g. (2004). technology and its impact in the classroom. computers & education, 42, 111-131. patton, m. (1990). qualitative evaluation and research methods. beverly hills, ca: sage. pennington, m. c., & richards, j. (1986). pronunciation revisited. tesol quarterly, 20, 207-226. prensky, m. (2001). digital natives, digital immigrants. on the horizon, 9(5), 1-6. pun, s. w. (2006). the educational applications of podcasts. hong kong association for computer education 2006 year book. retreived from: http://www.hkace.org.hk/publication/pub_newsletter.htm/ rathore, b. (2011). language learning through ict. journal of technology for elt, 1(1). reason, p., & bradbury, h. (2001). handbook of action research: participative inquiry and practice. london sage publications. rupley, w. h., logan, j. w., & nichols, w. d. (1998). vocabulary instruction in a balanced reading program. the reading teacher, 52(4), 336-346. stanley, g. (2006). podcasting: audio on the internet comes of age. tesl-ej, 9(4). tarone, e. (2006). the language classroom: a co-production of all participants. in i. miller & s. gieve (eds.), directions in classroom language learning and teaching: a festschrift for dick allwright (pp. 163-174). new york: palgrave macmillan. thomas, j.w. (2000). a review of research on project-based learning. san rafael, ca: autodesk. tomlinson, b. (1998). materials development in language teaching. new york: cambridge university press. speaking skills development contreras, charry & castro no. 12 (january june 2016) no. 12 (january june 2016) 28 authors *letty hazbleidy contreras ospitia is a computer engineer, has a specialization in pedagogy and is an ma in english didactics student at the universidad del tolima. she has worked as english and computer teacher for 12 years, improving her teaching development supported on her students’ learning experiences. *sandra milena charry garzón has a ba in english teaching and is an ma in english didactics student at the universidad del tolima. she has worked as an english teacher for five years and is very interested in developing research studies to improve her teaching practice. *angela yicely castro garcés holds a ba in modern languages, a specialization in pedagogy of reading and writing from the universidad del cauca, and an ma in tesol from ball state university. she is an associate professor in the ba in english and ma in english didactics programs at the universidad del tolima. speaking skills development no. 12 (january june 2016) no. 12 (january june 2016) efl teachers’ cognitions about teaching speaking skills1 conocimiento de los profesores de inglés como lengua extranjera sobre la enseñanza de las habilidades orales habtamu adem and mendida berkessa*2 wolkite university-addis ababa university, ethiopia 1 received: october 26th 2021/ accepted: may 10th 2022 2 habtamuadem1512@gmail.com; mendidab@gmail.com gist education and learning research journal. issn 1692-5777. no. 24 (january june, 2022). pp. 65-94. 66 no. 24 abstract the main purpose of this study was to explore efl teachers’ cognitions about teaching speaking. to achieve the purpose, a sequential mixed-methods research strategy was employed. a questionnaire was administered to 192 secondary and preparatory school english teachers while an interview was conducted with four teachers. descriptive and bivariate analyses were computed for the analysis of the quantitative data, and a qualitative content analysis was used for the qualitative data. the findings revealed that speaking was not the skill teachers enjoyed teaching and learners liked to learn. the teachers considered speaking as the weakest part of their learners. to most of the teachers, learning speaking was different and difficult from learning other language skills. the teachers regarded group discussion as the most effective classroom activity. the teachers’ self-concept was optimistic, but they were pessimistic about the students’ interest in learning to speak. it was found that most teachers’ beliefs were primarily influenced by prior teaching experiences. the teachers ranked the relationship between their beliefs and the classroom practices as fair. teachers thought the teaching of speaking was predominantly influenced by learner-related factors. moreover, there were teachers’ beliefs that showed statistically significant relationships to their gender and year of teaching experience. the study concludes that the teaching of speaking is still one of the disregarded areas of english language teaching. keywords: cognition; efl teachers; engish language teaching; language skills; teaching speaking; resumen el objetivo principal de este estudio fue explorar las habilidades de los profesores de inglés como lengua extranjera sobre la enseñanza del habla. para lograr el objetivo, se empleó una estrategia de investigación secuencial de métodos mixtos. los participantes fueron profesores de inglés de escuelas secundarias y preparatorias de la zona de gurage. se administró un cuestionario a 192 docentes y se realizó una entrevista a cuatro docentes. al analizar los datos, se hicieron análisis descriptivos y bivariados para los datos cuantitativos y se utilizó un análisis de contenido cualitativo para los datos cualitativos. los hallazgos revelaron que hablar no era una habilidad que los maestros disfrutaran enseñar ni los estudiantes aprender. los profesores consideraban hablar como la parte más débil de sus alumnos. para la mayoría de los maestros, aprender a hablar era diferente y difícil de aprender comparado con otras habilidades lingüísticas. además, los profesores consideraron la discusión en grupo como la estrategia más eficaz. a pesar de todos los problemas, el autoconcepto de los docentes era optimista, pero se mostraban pesimistas sobre el interés de los alumnos por aprender a hablar. se encontró que la mayoría de las creencias de los docentes estaban influenciadas principalmente por experiencias docentes previas. los maestros expresaron que la enseñanza del habla estaba predominantemente influenciada por factores relacionados con el alumno. el estudio concluye que la enseñanza de la expresión oral sigue siendo una de las áreas desatendidas de la enseñanza del idioma inglés. con base en los hallazgos, también se recomiendan más investigaciones y capacitación. palabras clave: cognición; profesores de inglés como lengua extranjera; habilidad de habla en segunda lengua; actitudes frente a la enseñanza efl teachers’ cognitions about speaking adem & berkessa 67 no. 24 resumo o objetivo principal deste estudo foi explorar as habilidades dos professores de inglês como língua estrangeira sobre o ensino da fala. para conseguir o objetivo, empregou-se uma estratégia de pesquisa sequencial de métodos mistos. os participantes foram professores de inglês de escolas secundárias e preparatórias da zona de gurage. administrou-se um questionário a 192 docentes e realizou-se uma entrevista a quatro docentes. ao analisar os dados, fizeramse análises descritivas e bivariadas para os dados quantitativos e utilizou-se uma análise de conteúdo qualitativo para os dados qualitativos. as descobertas revelaram que falar não era uma habilidade que os professores desfrutaram ensinar nem os estudantes aprender. os professores consideravam falar como a parte mais débil de seus alunos. para a maioria dos professores, aprender a falar era diferente e difícil de aprender comparado com outras habilidades linguísticas. além disso, os professores consideraram a discussão em grupo como a estratégia mais eficaz. apesar de todos os problemas, o autoconceito dos docentes era otimista, mas mostravam-se pessimistas sobre o interesse dos alunos por aprender a falar. encontrou-se que a maioria das crenças dos docentes estavam influenciadas principalmente por experiências docentes prévias. os professores expressaram que o ensino da fala estava predominantemente influenciado por fatores relacionados com o aluno. o estudo conclui que o ensino da expressão oral continua sendo uma das áreas desatendidas do ensino do idioma inglês. com base nas descobertas, também se recomendam mais pesquisas e capacitação. palavras chave: cognição; professores de inglês como língua estrangeira; habilidade de fala em segunda língua; atitudes diante do ensino efl teachers’ cognitions about speaking adem & berkessa 68 no. 24 introduction a lthough a syllabus is believed to guide the instructional process, there are also aspects that exert considerable influence. in this regard, the study of teachers’ cognition has attracted considerable educational researchers’ interest. beginning from the late 1980s, the study of teachers’ cognition, which borg (2003) defined as studying what teachers think, know, and believe, became the focus of educational research. borg claimed that the dominant idea of the time that teaching is a complex cognitive activity that demands thinking, knowledge, beliefs, and decisions of the teacher was the beginning of the focus of shift from tangible behaviors to teachers’ mental lives. besides, the advancement of cognitive psychology and the popularity of qualitative research methods were the pushing factors for the shift (kim-yin, 2006). accordingly, the shift to teacher cognition researches can be seen as the search for why classroom practices are in the way they are or understanding the factors influencing the hidden pedagogy of the classroom (burns, 1992). though the study of teachers’ cognitions seems to be a well-established area of study, there are still issues that the teacher cognition researchers fail to resolve. besides, the classroom teachers do not unthinkingly implement curricula designed by others. hence, the study of teacher cognition continues to be a vital area of educational research so far as teaching is done by human beings (borg, 2009). in the ethiopian educational context, teachers’ cognition has not been given due attention. the overall educational system is a top-down curriculum with little or no room for teachers’ beliefs, opinions, suggestions, and comments (seyoum, 1996). the classroom teachers, therefore, are disregarded in the core educational decisionmaking processes like curriculum development, textbook and material preparation and instructional and program designing. similarly, most studies in ethiopia are process-product oriented that investigate what the teachers do and what the respective students gain from it (birhanu, 2012). hence, the study of teachers’ cognitions has attracted few ethiopian researchers’ interests despite its worldwide domination of educational research in general and language studies in particular. though teachers are believed to have cognitions about all aspects of their work, the study of teacher cognition about the teaching of speaking is one of the disregarded areas in local and international studies. borg (2003), for example, review 64 teacher cognition studies in language teaching. grammar and literacy were the two language teaching areas that have been rewarded significant attention; 22 studies were on grammar while 7 were on literacy instruction of which 5 focused on reading. contrarily, the teaching of speaking was not included as the reviewer could not find any published work of teacher cognition in the teaching of speaking. efl teachers’ cognitions about speaking adem & berkessa 69 no. 24 besides the inadequacy of the studies, those few local teacher cognition studies are broad that do not consider the nature of the mental construct. they focus on investigating the teachers’ beliefs about teaching english and their classroom practices (birhanu, 2012; awol, 1999). as teacher cognition is one of the difficult areas of educational research due to the intricate and multifaceted nature of mental constructs, the study of teachers’ cognitions about teaching english and their classroom practices are extremely wide-ranging. thus, a study that focuses on a single skill/aspect of language teaching and investigates it comprehensively contributes greatly in providing in-depth understanding. besides, most of the teacher cognition studies are solely qualitative that comprise few participants and fail to explore shared beliefs. the interest in the teaching of speaking skills also originated from the challenges the researcher has faced in making students speak english and the assertion that oral communication is the area where most foreign and second language learners encounter difficulty. especially in countries like ethiopia where english is not used in the community, the classroom is the most important place to practice speaking. however, the classroom speaking skills lessons may not often be effective as foreign language teachers face difficulties in getting students to speak the language. ur (1991), for example, indicated four problems in making students speak a foreign language in the classroom: inhibition, having nothing to say, low uneven participation, and mother tongue use. although it is claimed that students who can speak english have greater chances of further education, finding a job, and gaining promotion (baker & westrup, 2003), the teaching of speaking for foreign or second language learners is challenging and students’ mastery of oral skills is limited. the following therefore were the rationales of this study: a) the claim that the teaching of speaking remains unstudied from a teacher cognition point of view, b) speaking is one of the challenging skills for foreign language learners, c) the teacher cognition studies need to focus on a single skill or aspect of the language rather than dealing with broader topics, and d) the teacher cognition studies do not have to focus only on the in-depth understanding of the issue from few participants but need to explore shared beliefs. hence, this study is an attempt to address these gaps. research questions the main objective of this study was to explore efl teachers’ cognitions about teaching speaking. thus, the following research questions guided the study: • what cognitions do efl teachers have about teaching speaking skills? • do gender and year of teaching experience significantly affect teachers’ cognitions about teaching speaking? efl teachers’ cognitions about speaking adem & berkessa 70 no. 24 literature review teacher cognition the primary focus of foreign/second language teaching researches on observable behaviors and what people do in the classroom, neglecting the teachers’ mental lives, was not convincing for the educators in the late 1980s (kim-yin, 2006). the idea that teaching is a complex cognitive activity that demands the thinking, knowledge, beliefs, and decisions of the teacher became dominant in the late 1980s (borg, 2003). hence, beginning from the late 1980s, studying what teachers think, know, and believe has been the focus of educational research. borg used ‘teacher cognition research’ in referring to researches on what teachers think, know, and believe and the relationship of these mental lives to the classroom practices. in teacher cognition studies, establishing a clear distinction between knowledge and belief is one of the major problems. the issue of subjectivity is often used to differentiate knowledge and belief, but knowledge is also categorized as objective and subjective. hence, the distinction between subjective knowledge and belief is either blurred or the two concepts stand for a similar concept (pehkonen & pietilä, 2003). besides, in philosophy, knowledge is defined as a justified true belief. though the terms justified and true are used to show the distinctive features of knowledge, it clearly indicates that knowledge is a type of belief (yero, 2002). hence, knowledge is a type of belief in the objective and subjective categorization of knowledge, and belief is a type of knowledge in its philosophical definition. as woods (1996) stated the boundaries between the two concepts are not also clear when teachers were interviewed to justify their decisions with a reference to their knowledge and beliefs. woods reported that it was difficult to distinguish what belief and/or knowledge refer to teachers. he further added ‘assumption’ to the list and used a coined term of the three concepts (belief, assumption, knowledge) bak. borg’s explanation of teacher cognition as the notion that refers to the “unobservable cognitive dimension of teachingwhat teachers know, believe and think” is comprehensive that governs the assertion of teacher cognition in this study (2003, p. 81). approaches to teaching speaking skills different approaches to teaching speaking have been adopted. rhalmi (2017), for example, reported three approaches: the traditional present, practice and produce (ppp) approach; the test, teach, test (ttt) approach based on the task-based instruction, and the discovery approach based on awareness-raising, appropriation, and automaticity. talley (2014), on the other hand, classified the approaches to teach speaking into two: explicit and implicit. predominantly, the approaches to teaching speaking are categorized into two main types: direct approach and indirect approach. efl teachers’ cognitions about speaking adem & berkessa 71 no. 24 the direct approach to teaching speaking focuses on the practice and development of isolated language forms (goh and burns, 2012). the practice involves a reproduction of predetermined language through drills, pattern practice, and structure manipulation. an indirect approach to teaching speaking, on the other hand, focuses on the creation of conditions for oral interaction to enable learners to engage in communicative activities (richards, 2008; goh & burns, 2012). in the indirect approach, fluency is the primary concern, and learners are exposed to authentic and functional language use. thus, the practice involves real-life communicative activities such as discussion, information-gaps, role-plays, simulation, and so on (burns, 1998). exclusive reliance on one of the approaches to teaching speaking is disadvantageous as both approaches have their limitations (goh and burns, 2012). thornbury and slade (2006) for example stated that the direct approach focuses on the component of the language while the indirect approach focuses on the context of use. the focus on one aspect of teaching the skill and neglecting the other forces the learners to be good at the area of focus and weaker on the neglected one. hence, an approach to teaching speaking that combines the features of the two approaches is considered to be the solution. accordingly, thornbury (2005) introduced a general approach to teaching speaking that consists of three cyclic stages: awareness-raising, appropriation, and autonomy. awareness-raising is the first stage during which the learners identify their gaps and familiarize themselves with the knowledge designed to address the gap. appropriation is the second stage at which the learners integrate the new knowledge into the existing one. at this stage, the learners start progressing from other-regulated practices to self-regulated ones. autonomy is the final stage during which learners use the newly constructed knowledge in a real-life situation. methods research design this study aimed to explore efl teachers’ cognitions about teaching speaking skills. to achieve this purpose, a sequential mixed-methods research strategy was used. as creswell (2003) stated this is a mixed-methods strategy that gives researchers the freedom to decide on the sequence and priority of the methods. accordingly, a strategy that employed quantitative data collection and analysis first and also gave priority to the quantitative method was employed in this study. research sites and participants of the study the study was conducted at secondary and preparatory schools in gurage zone, southern nations nationalities regional state, ethiopia. 192 english teachers in 62 efl teachers’ cognitions about speaking adem & berkessa 72 no. 24 schools filled in the teacher questionnaire. of the 192 participants, 139 (72.4%) were males while the remaining 53 (27.6%) were females. for the interview, four english teachers from three schools were chosen. the experienced teachers were purposefully selected to gather in-depth information from teachers with rich insights about the issue under investigation. instruments teacher questionnaire the teacher questionnaire was designed to survey english teachers’ cognitions of teaching speaking. the questionnaire was prepared by reviewing the existing literature on teachers’ cognitions and revision of questionnaires that have been used for similar research intents (yoneska & tanaka, 2013; khader, 2012; shigeru, 2012; richards & lockhart, 1996; johnson, 1992; horwitz, 1987). the items in the questionnaire were grouped into four categories. the items in the first section were designed to investigate the participants’ conceptions of teaching speaking skills in comparison to other language skills. the second section of the questionnaire was intended to explore teachers’ cognitions about teaching speaking. it was designed in the form of five pointlikert scales ranging from “strongly disagree” to “strongly agree”. in the third part of the teacher questionnaire, three multiple-choice and four multiple response items were given. finally, demographic questions were asked. the questionnaire was pilot tested to ensure face and content validity. accordingly, some modifications were made to the wordings of the items and about 12 monotonous items were deleted. besides, cronbach’s alpha was computed to determine the reliability of the items. it was computed for the two groups of items independently. the cronbach’s alpha result for the items in the first group was .706 while the result for the likert-scale items was .722. accordingly, the results show that the questionnaire has an acceptable degree of reliability as cronbach’s alpha greater than 0.7 is considered to show sufficiently reliable internal consistency (muijs, 2004). interview a semi-structured key informants’ interview was conducted with four core participants of the study. a semi-structured interview is a balance between structured and unstructured interviews in which guiding questions are prepared in advance that are often developed and elaborated during the interview (dorneyi, 2007). in qualitative studies, the employment of a semi-structured interview is believed to minimize validity and reliability problems often caused by the overload of information as a semistructured interview ensures consistency in data collection. efl teachers’ cognitions about speaking adem & berkessa 73 no. 24 the interview guide was prepared based on the literature review and the data from the survey questionnaire. afterward, the interview was done after the questionnaire was administered aiming to elicit teachers’ cognitions, sources of teachers’ cognitions, and espoused contextual factors that affect classroom practices in sufficient depth and breadth. the interviews were recorded with audio-recording material with the consent of the participants. considering the interest of the participants, the interviews were conducted in english. methods of data analysis descriptive statistics (frequency counts) were computed to summarize teachers’ cognitions. crosstabs and chi-square tests were also computed to see the relationships between teachers’ reports of their beliefs and their gender and year of teaching experiences. fisher’s exact test was also computed as an alternative to chi-square tests when the expected counts less than five were more than twenty percent of the cells. a phi-test was also computed for the variables that showed significant relationships to determine the strength of the relationships. qualitative content analysis was used to analyze the data from the key informants’ interviews. as ellis and barkuizen (2005) explained that qualitative content analysis follows the sequence of coding for themes, looking for patterns, making interpretations, and building theory. dorneyi (2007) included transcribing the data and came up with four phases of the qualitative content analysis process: transcribing the data, precoding and coding, growing ideas and interpreting the data, and drawing conclusions. in this study, the four phases of the analytical process were performed. having the sideby-side collection and interpretation of the qualitative data in mind, the data analysis was commenced with the verbatim transcription of data from the participants into word processing documents. all the recordings were transformed into texts. then, the texts were read and re-read in their entirety aiming to be familiar with the data. the reduction and interpretation of the data then started with the initial coding of the text. in the initial coding, the texts were broken into segments, and labeling was given to the segments often by using the participants’ own words. for the initial coding, hardcopy printouts of the texts were used, and labeling was given on the margin. then, the initial codes with common concepts were grouped, and higher-order themes were developed. as the first coding may not always work well, the codes were reexamined and relabeled. the coding was similar to what strauss and corbin (1998) mentioned as open, axial, and selective coding of the ground theory analysis. more importantly, as the researchers’ capability to manage excessive amounts of qualitative data manually is the area of difficulty, the data analysis process was assisted with a computerized qualitative data analysis program, opencode 4.02 efl teachers’ cognitions about speaking adem & berkessa 74 no. 24 results the teaching of the language skills and the status of speaking grammar was chosen by 67 (34.9%) of the respondents as the first aspect of the language they favored teaching the most. it was followed by writing while speaking was ranked third with a percentage of 28.6 and 20.8 respectively. reading and vocabulary were ranked fourth and fifth with a percentage of 10.9 and 4.7 respectively. none of the participants chose listening as the skill they favored to teach. there was a statistically significant relationship between the skill the teachers favored teaching and their gender (p < .05). the skill male teachers preferred to teach the most was grammar. it was followed by writing, speaking, reading, vocabulary, and listening descendingly. on the other hand, females’ ranking of their preferences from the most to least chosen was: speaking, writing, reading, grammar, vocabulary, and listening. similarly, there was a statistically significant relationship between the skill the teachers favored teaching and their experiences (p < .05). the least experienced teachers (teachers with 1 to 5 years of experience) favored teaching speaking while the more (teachers with 6 to 10 years of experience) and the most experienced (teachers above 10 years of experience) preferred grammar. as the phi results show, gender and experiences had moderate relationships with teachers’ favorite skills to teach (phi value < 0.5). regarding the skill the teachers wanted to improve the most, speaking came first as it was chosen by 72 (37.5%) of the respondents. writing and reading were the second and third skills the teachers wanted to improve with the percentage of 28.1 and 13 respectively. vocabulary and listening ranked fourth and fifth while grammar was the least aspect teachers wanted to improve. the skill the teachers wanted to improve and their experiences had statistically significant relationships (p < .05). speaking was the most chosen by the least and most experienced teachers while teachers with 6 to 10 years of experience chose writing. on the other hand, the skill the teachers wanted to improve was not dependent on their gender as the relationship was not statistically significant. concerning the skill teachers wanted their students to improve the most, speaking and reading came first and second as they were chosen by 62 (32.8%) and 43 (22.4%) of the teachers respectively. writing and grammar were chosen by 30 (15.6%) of the participants each as the skills they wanted their students to improve. vocabulary and listening were the least selected skills. as the chi-square and fisher’s exact tests show, there was no statistically significant relationship between the skill the teachers wanted their students to improve and their gender. however, teachers’ experience had shown statistically significant relationships with their responses to the item (p < .05). teachers with one to ten years of teaching experience wanted their students to improve speaking while those with above ten years of experience chose reading. efl teachers’ cognitions about speaking adem & berkessa 75 no. 24 as regards the most difficult skill to teach, the majority of the teachers (106/54.9%) chose listening. the participants placed speaking as the second most difficult skill to teach while writing and reading ranked third and fourth. conversely, none of the participants considered grammar and vocabulary as difficult to teach. as listening was the most difficult skill to teach for the respondents in different groups, there was no statistically significant relationship between teachers’ beliefs about the most difficult skill to teach and their gender and years of teaching experience. a relative majority of the teachers thought that grammar was the first aspect of the language the learners were interested to learn (74/38.5%). it was followed by writing, speaking and reading with the percentage of 28.6, 19.3 and 11.5 respectively. on the other hand, vocabulary and listening were the least chosen ones as vocabulary was chosen by 1.6 percent of the teachers while only 0.5 percent of them went for listening. there was a statistically significant relationship between teachers’ beliefs about the skills the learners wanted to learn the most and their gender and experiences (p < .05). male teachers perceived that learners were attracted by grammar while females thought their learners were interested in speaking. as far as their experiences are concerned, the teachers with one to five years of experience believed that the learners were interested in speaking while grammar was chosen by the more and most experienced ones. the phi-values show that the relationships between teachers’ beliefs and their gender and experiences were moderate (phi value < 0.5). speaking was chosen by most of the participants (117/60.9%) as the weakest part of their learners. the other oral skill, listening, ranked as the second weakest side of the learners as it was chosen by 56 (29.2%) of the respondents. the remaining four skills/ aspects were only selected by about 10 percent of the respondents. teachers’ evaluation of the weakest part of the students did not have statistically significant relationships with their gender and experiences. reading was chosen as the first most important part of learning english (44/22.9%). writing and speaking took the second and third places as they were chosen by 20.8 and 19.3 percent of the teachers respectively. grammar was the fourth, listening the fifth, and vocabulary the least important aspects of learning english. the teachers’ gender and experiences had a considerable impact on their belief about the most important part. as regards their gender, speaking was the most important and writing was the second most important for females, but for males, reading and grammar were the first and second most important parts respectively. as the effect size result shows, the strength of the relationship was moderate (phi value < 0.5). teachers’ years of service had also shown a statistically significant relationship to their beliefs. the teachers into the three categories of service years chose three different aspects. speaking was the most important for teachers with one to five years of teaching experience, writing for teachers with six to ten years of experience while grammar was for those with above ten years of experience. reading, which was chosen as the most important based on efl teachers’ cognitions about speaking adem & berkessa 76 no. 24 the frequency counts, was the second most important for the teachers in the three categories. the phi-value also revealed that the relationship between teachers’ beliefs and experiences was strong (phi value < 0.8). there were also associations among the skills teachers enjoyed teaching, the skill they thought the learners were interested in, and their beliefs about the most important part of english instruction, and their gender and experience. for example, grammar was an aspect of the language male english teachers enjoyed teaching, thought the learners were interested in and considered as the second most important area of the language. on the other hand, female teachers reported that speaking was the skill they preferred to teach, the learners wanted to learn the most and the most important part of learning english. regarding experience, speaking was the chosen skill to teach, the favorite skill of the students to learn, and the most important aspect to the least experienced teachers. however, the more and most experienced teachers went to grammar. briefly, the results from the items in the first section of the questionnaire revealed the following points about speaking instruction. first, speaking was not a skill most of the teachers enjoyed to teach. it was chosen only by 20.8 percent of the teachers and was ranked as the third skill teachers favored to teach. however, it was the favorite skill to teach for females and the least experienced teachers. second, speaking was the skill the teachers themselves wanted to improve and required their students to improve the most regardless of their gender and experiences. third, speaking was perceived as the second most difficult skill to teach following listening. fourth, most of the teachers believed that speaking was the weakest part of their learners. though teachers believed that speaking was the weakest side of their learners and wanted them to work on it, they supposed that learners were interested in grammar and writing. still, females and the least experienced teachers believed that learners were interested in speaking. lastly, as far as teachers’ beliefs about the most important part of learning english is concerned, speaking came third following reading and writing. as a complement to this part, the four teachers in the qualitative part of the study were asked about the following points: how much they enjoyed teaching speaking, how difficult was teaching speaking, how weak were their students in spoken english, and how interested were their students in learning to speak. the teachers reported that teaching speaking was challenging as it was the skill the learners were uninterested in and had no the required background skill to understand even simple lessons. this contradicted their beliefs about how important speaking skill is to the academic and overall life of the students. t1 for example believed that being able to speak english was the means to show one’s competence in the language; t2 and t3 supposed that the mastery of spoken english boosted students’ confidence which in turn would help them succeed in academia, while t4 thought oral proficiency played a paramount role in the job-hunting process. thus, the teachers were not pleased with their experiences of teaching speaking skills. efl teachers’ cognitions about speaking adem & berkessa 77 no. 24 beliefs about what learning speaking meant the majority of the teachers (71.3%) did not believe that learning speaking was more about learning and memorizing common phrases and expressions. on the other hand, nearly twenty-two percent of the teachers took learning and memorizing common phrases as a key to learning speaking while seven percent of the teachers were uncertain. the item that presented teaching speaking as providing equivalent phrases or expressions in students’ mother tongue was one of the items most of the teachers disagreed with as the vast majority of them (98.4%) did not endorse the statement. the statement “learning speaking is mostly a matter of practicing real-life communicative activities,” was accepted by most of the teachers (62%) while 25.5 percent disagreed and 12.5 percent were uncertain. as the findings from the chi-square and fisher exact tests and phi-values show there were significant relationships between teachers’ perceptions of memorization in teaching speaking and their genders. the use of memorization was relatively favored by males over females. the relationship however was modest as the phi-value was below 0.3. perceiving the speaking instruction as a matter of practicing real-life communicative activities was a shared one, statistically significant relationships were also found between gender and experience. as far as their gender was concerned, the use of communicative activities was favored by males over females. of the 119 respondents who agreed with the statement, 84 percent were males while only 16 percent were females. with regard to their experiences, the most and more experienced teachers agreed the most with the statement than the least experienced ones. the influence of gender was moderate as the phi-value was less than 0.5; whereas, the influence of experience was stronger. from a multiple-choice item, it was found that the vast majority of the participants (78.6%) accepted that learning english was mostly a matter of practicing the language and being able to use it for communication. those who considered learning english as learning the grammar of the language and learning and memorizing the vocabulary words were 10.4 and 8.9 percent respectively. on the other hand, translation was chosen only by 2.1 percent of the teachers. similarly, the interviewed teachers thought learning speaking was all about practicing the language than the memorization of phrases and the study of equivalents in the students’ mother tongue. for t1 and t2, for example, teaching speaking was helping the learners to practice the language by using a variety of classroom activities. accordingly, it was possible to say that the teachers’ beliefs about what learning english in general and speaking in particular meant matched with the communicative views of language teaching. efl teachers’ cognitions about speaking adem & berkessa 78 no. 24 beliefs about teaching speaking in comparison to other skills the majority of the teachers (63%) assumed that learning speaking was different from learning other skills while thirty-three percent disagreed. besides, the teachers considered speaking as a difficult language skill when compared to reading and writing. this is because most of the teachers (78.1%) believed that it was easier to read and write english than to speak it. similarly, the findings from one of the multiple items revealed that most of the teachers (57.3%) rated speaking as a difficult skill while it was rated as a medium by about thirty-four percent, as easy by five percent, and as difficult skill by about four percent of the teachers. the statement “students who are good at speaking are not good at written english,” was accepted by most of the participants (55.2%) while about thirty percent disagreed and fifteen percent were uncertain. the teachers’ evaluation of whether speaking was an easier skill than reading and writing and their gender and experience had shown statistically significant relationships. speaking was easier to the relative majority of males and teachers with six to ten years of experience than to the females and the most and least experienced ones. as the phi-values indicate, the relationships between teachers’ evaluations and their gender and experience were moderate. besides, the teachers’ belief students who were good at speaking were not at written english was significantly related to their gender and experience. the statement was endorsed by a relative majority of males and the most experienced teachers as compared to females and the least and more experienced ones. to the four teachers as well, teaching speaking was different from teaching other language skills that require teachers’ commitment and good command of the language. t1 for example stated the preconditions required for effective teaching speaking skills. these were: teachers’ conviction that speaking should be taught in the language class, positive attitude towards teaching speaking, working on students’ attitudes towards speaking and cleansing their misconceptions, patience and readiness to pay the prices of teaching speaking as they might be contested by students’ lack of interest in learning to speak and different contextual factors. despite the list of preconditions by all the teachers, they all agreed that teaching speaking lessons required good oral proficiency and understanding of a variety of teaching techniques when compared to teaching the other skills. they have also constantly indicated that teaching speaking to their students was a daunting task. as they indicated, they used to jump speaking lessons of the textbook like their teachers did. in short, the followings were revealed. first, learning speaking was different from learning other language skills to most of the teachers, a belief which would have a methodological impact. second, most of the teachers believed that speaking was a difficult language skill by itself or when compared to other language skills. third, most efl teachers’ cognitions about speaking adem & berkessa 79 no. 24 of the teachers believed those learners who were good at oral skills were not good at written english. beliefs about the effective classroom activities and modes of interactions discussion was chosen by the vast majority of the teachers (94.3%) as an effective classroom activity in teaching speaking. presentation and role-play took the second and third places as they were chosen by seventy-three and seventy percent of the teachers respectively. these were followed by interview and storytelling activities as they were chosen by forty-three and thirty-three percent of the teachers respectively. the classroom activities that were labeled as the least effective in teaching speaking were picture description/narration and repetition of drills. figure 1. teachers’ beliefs about the effective classroom activities in teaching speaking regarding the modes of interaction, group work was the most chosen mode of interaction as it was chosen by eighty-seven percent of the teachers. pair-work was ranked as the second effective mode of interaction as it was picked by sixty percent of the teachers. on the other hand, whole-class work was the least chosen mode of interaction during a speaking task. group discussion was also the most effective classroom activity in speaking class for the four interviewed teachers. t1 for example mentioned discussion, interview and role-play as effective classroom activities but ranked discussion as the best. t4, on his part, reported that group discussion was the most effective classroom activity in teaching speaking. discussion was also one of the three (discussion, picture description and presentation) effective classroom activities for t2. though t3 did not list the activities, he thought that classroom activities that promote interaction are effective to which discussion can be a part. efl teachers’ cognitions about speaking adem & berkessa 80 no. 24 in short, the discussion was regarded as an effective classroom activity and group work was picked as an effective mode of interaction in teaching speaking by the majority of the teachers. jointly, group discussion was the effective classroom activity for the teachers in this study. beliefs about the ability to learn speaking most of the participant teachers thought that some people were born with an ability that was useful to learn speaking. those who disagreed with the statement were about sixteen percent while eight percent were uncertain. the teachers’ responses to the item that compared girls’ and boys’ capabilities at learning speaking did not clearly show where most of their beliefs laid. accordingly, girls were better than boys at learning speaking to forty-five percent of the teachers while thirty-seven percent of them rejected the statement. most of them (68.2%) thought ethiopians were not good at learning to speak english. those who endorsed the statement were only eighteen percent of the teachers while thirteen percent were uncertain. as the results from the bivariate tests showed, girls were better than boys at learning speaking to the majority of female respondents as 77 percent of them agreed with the statement while only 33 percent of males did. the same was true to the relative majority of the experienced teachers (teachers with six and above years of experience) than to the least experienced ones. the relationships between teachers’ evaluation of who was good at learning speaking and their gender and experience were moderate. teachers’ self-concept the majority of the respondents (68.3%) assumed that they had sufficient english proficiency essential to be good english teachers while only eleven percent disagreed with the statement. the teachers’ response to the item that enquired if they believed their oral proficiency could be exemplary to the learners was mixed. the teachers who thought they were fluent and accurate in spoken english and could be role models to the students were about forty-three percent while about forty percent rejected it. as the teachers’ response to the last item revealed, most of them (62%) thought they had an adequate methodological understanding that enabled them to use diverse teaching methods in speaking classes. as the results from the bivariate analysis revealed, the males significantly outperformed the females in their perception of themselves. the majority of the males agreed with the statements that enquired the rating of their english proficiency and methodological understanding than females did. the relationships between male and female teachers’ perception of their english proficiency and methodological efl teachers’ cognitions about speaking adem & berkessa 81 no. 24 understanding were strong (phi-value < 0.8); whereas, the influence of gender on their belief that their fluency and accuracy could be model to the learners was modest (phivalue < 0.3). like the teachers’ gender, their experience has also shown statistically significant relationships with the perceptions of their proficiency and understanding of the speaking skills teaching methods. as the females were outperformed by the males, the least and more experienced teachers were also outperformed by the experienced ones. in other words, the teachers with more than 10 years of teaching experience perception of their proficiency and understanding of the teaching methods were by far positive than those with ten and fewer years of experience. like those who filled in the questionnaire, the interviewed teachers were also positive about their language proficiency and understanding of the methods. however, the nature of the data gathering instrument gave them the chance to mention some of their weaknesses. t1, for example, said that he lacked commitment and determinations which he believed were mandatory in teaching speaking. t2 also declared that she focused on covering the textbook than helping the learners to understand the lessons. likewise, t3 reported he was not well prepared for speaking lessons ahead of time. in general, the majority of the participants were optimistic about their english proficiency and understanding of the speaking skills teaching methods. moreover, males and the most experienced teachers were more optimistic than the females and the least experienced ones. teachers’ beliefs about the learners the vast majority of the teachers believed that the learners were interested in grammar and vocabulary than oral skills. the statement that stated learners considered learning to speak as a waste of time was endorsed by most of the teachers (56.3%) while twenty-seven percent of respondents disagreed. as to most of the teachers (62.5%), the learners thought speaking english perfectly with good pronunciation and fluency was a complex task to achieve. one of the statements the vast majority of the teachers agreed with was the one that talked about learners’ fright. to ninety-two percent of the teachers, the learners feared to speak english in front of others. asked if the learners used translation as a technique, almost half of the respondents (49.4%) affirmed that most students first thought how to say it in amharic before saying it in english. however, thirty-four percent of the teachers were uncertain about the learners’ use of translation as a technique while speaking in english while sixteen percent disagreed. bearing the amount of time the learners have studied english in mind, most of the teachers (62%) were not satisfied with their students’ overall progress. those teachers who were satisfied with their students’ progress amounted to forty-six percent. efl teachers’ cognitions about speaking adem & berkessa 82 no. 24 in the chi-square test, the teachers’ gender and experiences and their evaluation of how the students consider the ability to speak english have shown statistically significant relationships (p-value < .05). the relative majority of males and the most experienced teachers thought speaking perfectly with good pronunciation and fluency was considered a complex task to fulfill by the learners. the bivariate test was also computed to see which groups of teachers were highly dissatisfied with their students’ progress. males and the most experienced teachers were very much dissatisfied with their students’ progress in learning english than the females and the least experienced teachers. the relationship between teachers’ dissatisfaction and their gender and experience was strong (phi-value >0.8). as the findings from the teacher questionnaire, the results from the interview data also showed that the teachers were not pleased with their learners’ interest and ability in speaking. as to t1, for example, the learners were simply attending speaking classes because it was part of the syllabus. t2 also indicated that grammar was the only aspect of english language teaching that the students were interested in. t4 viewed the issue differently; he said the learners’ had the desire to fluently speak english, but their desire even was naïve as they did not want to practice. lack of interest was not the only issue the teachers complained about the students but also their lack of the basic background skills and experience of practicing classroom speaking activities. in this regard, t4 indicated his students could not understand the lessons due to their background while t1 labeled his students unfit to the grade level they were in. t3 on his part recommended that intervention is needed from the concerned bodies as the learners’ command of english was very poor. briefly, the majority of the teachers were pessimistic about the students’ interest and courage in learning to speak. on the contrary, they believed that the students were interested in grammar and vocabulary. they were also not satisfied with the overall progress of their learners as far as learning english was concerned. beliefs about the aspects that exerted influences on their beliefs the vast majority (83.6%) of the teachers thought that their beliefs about teaching speaking skills were very much influenced by their teaching experiences. of the given alternatives, experiences as a learner at high schools and pre-service education programs in college/university ranked second as they were chosen by an equal number of the teachers (32.3%). the influence of the books/articles the teachers read and in-service training were picked by twenty-nine and twenty-seven percent of the respondents respectively. on the other hand, continuous professional development (cpd) program was the least chosen. efl teachers’ cognitions about speaking adem & berkessa 83 no. 24 figure 2. issues that influence the teachers’ beliefs about teaching speaking the findings from the teacher questionnaire revealed that the majority of the teacher believed their cognitions about teaching speaking skills was primarily influenced by their teaching experiences. the remaining four aspects (experience as a learner, preservice education programs, books, and training) almost had a similar impact on their beliefs while cpd was the least influencing aspect. unlike those who filled in the questionnaire, only one of the four interviewed teachers (t2) mentioned prior teaching experience as the source of his beliefs about teaching speaking. to t1 and t4, own learning experiences exerted the primary influence on their belief about how speaking could be effectively taught. despite the labeling of own learning experience as the main source, t1 also added workshops and training he took part and the courses he took to the list. t3 on his part reported that in-service training played a pivotal role in shaping his thoughts. beliefs about the contextual factors that influence the teaching of speaking to the vast majority (94.3%) of the teachers, the teaching of speaking was highly influenced by the students’ lack of basic background skills. of the given alternatives, four of them, which were ranked from second to fourth, were picked by a nearly similar number of the teachers. these were: the use of students’ mother tongue in the classroom (84.9%), uncomfortable classroom atmosphere and inadequate classroom facilities (81.3%), large class size (79.2%), and students’ lack of interest in speaking lessons (78.1%). besides, the students’ low and uneven participation was selected by fifty-three percent of the teachers. the two least chosen contextual factors were: teachers’ insufficient oral proficiency and inadequate methodological understanding of teaching speaking (20.8%) and washback effects of national examinations (27.6%). efl teachers’ cognitions about speaking adem & berkessa 84 no. 24 figure 3. teachers’ beliefs about the contextual factors that influence the teaching of speaking in the interview, the nature of the instrument gave the participants the possibility to mention most of the factors they thought were influencing the teaching of speaking. still, most of the contextual the teachers reported were learner-related. all the teachers, for example, mentioned the following factors: learners’ lack of the basic background skills that were required to understand even simple classroom instructions, inexperience in practicing classroom speaking activities, fear of the stage and making mistakes, and lack of interest in speaking lessons. as t1 indicated, the learners’ lack of interest in speaking lessons originated from three sources: the focus on standardized tests to which speaking was not a part, hopelessness speaking in english was difficult to achieve even if they learn and practice it, and the misconception that learning english meant all about studying and knowing the grammar and vocabulary of the language. besides the learners, three of the participants (t2, t3 and t4) reported that some of the speaking contents of the textbook were ineffective. to t3, for example, the textbook did not promote interactions while t4 oral skills were disregarded in the textbook as the focus was on the grammar of the language. t3 and t4 also blamed most of the english teachers for not having the expected command in the language and determination which they thought were fundamentals to teach speaking. like the learner-related factors, the teachers also agreed that the teaching of speaking was impeded by large class size. as to t4, it was not only the size that impeded the instruction but also the seats as the learners sat on sealed desks which made group discussion, a speaking activity he regarded as the most effective, difficult. t2 and t3 also seemed to be bothered by the school administrators’ demand to cover the textbook at any cost within the given time. finally, t1 indicated that the students’ master of speaking was hindered by the school culture. to him, the learners who practice speaking in and outside the classroom were afraid of their peers’ criticism as speaking in english was considered showing off one’s ability not only by the students but also by the teachers. in general, the teachers thought that the student-related factors (lack of background, use of mother-tongue, and lack of interest) and the classroom-related efl teachers’ cognitions about speaking adem & berkessa 85 no. 24 factors (inadequate classroom facility and large class size) played the leading roles in influencing the teaching of speaking. most of the teachers however did not think that their english proficiency and methodological understanding had that much influence. the relationships between beliefs about teaching speaking and the classroom practices in the questionnaire, the respondents were asked to rate the relationships between their beliefs how speaking could be effectively taught with the actual classroom practices in a five-point likert scale item. the result revealed that a relative majority (49.5%) of the teachers believed there was a fair relationship between their beliefs and the classroom practices. however, thirty-one percent of the teachers rated the relationship as poor. those who regarded the relationships between their beliefs and classroom practices as excellent and good were sixteen percent and two percent respectively. table 1. teachers’ rating of the relationships between their espoused beliefs and the classroom practices item ratings freq. percent the relationships between teachers’ beliefs and the classroom practices excellent 4 2.1 good 30 15.6 fair 95 49.5 poor 59 30.7 very poor 4 2.1 discussions speaking was considered as one of the important aspects of english language instruction to the learners’ academic achievement and personal success. besides, speaking was one of the vital productive skills the teachers wanted their students to improve the most. identifying speaking as one of the most important skills and the teaching of the speaking lessons as a must was not only a shared belief for teachers in this study. tleuov (2016) and vibulphol (2004), for example, reported that teachers thought speaking has been one of the most important skills that needed to be learned and practiced. leong and ahmadi (2017) and ur (1991) also stated that speaking is the most important aspect of learning a second or foreign language as success is often measured by how well the learners have improved their spoken ability. the teachers’ beliefs about the benefits of speaking also matched with the reports of baker and efl teachers’ cognitions about speaking adem & berkessa 86 no. 24 westrup (2003) that indicated individuals with good speaking skills have greater chances of better education, finding good jobs, and getting a promotion. accordingly, speaking was the skill the teachers themselves wanted to improve and required their students to improve the most. though the teachers agreed on the importance of the ability to speak english and the essentiality of teaching speaking lessons, it was not the skill the teachers enjoyed to teach and the students preferred to learn as they were interested in grammar and vocabulary lessons. the teachers perceived speaking, the skill itself, and the teaching of speaking lessons as difficult when compared to other language skills. these all showed how speaking is overlooked in the instructional process. likewise, leong and ahmadi (2017) and musliadi (2016) reported that speaking is one of the disregarded areas of english language teaching at schools. it was alarming because speaking was also identified as the weakest part of the learners; it was the weakest but also the disregarded part of the instructional process. the teachers’ beliefs about the purpose of teaching speaking could play pivotal roles in their selection of the classroom activities and their classroom decisions. therefore, it was important to understand the teachers’ beliefs about the objectives of teaching speaking and the areas they wanted to focus on. the teachers in this study believed that developing learners’ ability to form coherent connected speech with a normal level of speed, which we literally referred to as fluency, should be the primary focus. the teachers’ prioritization of fluency accords with what brown (1993) said that developing fluency has become a major objective in language teaching methodology. on the other hand, it contradicted with the arguments of educators like lindahl (2018) who claimed that there should be a balance between fluency (i.e., being able to speak fluidly to convey meaning) and accuracy (i.e., being able to create utterances and pronounce words relatively error-free). however, if teachers’ views of the speaking teaching objectives were used alone to match their cognitions with the speaking teaching approaches goh and burns (2012) mentioned (direct, indirect, and balanced), the teachers’ views went to an indirect approach that prioritizes fluency over accuracy. the teachers’ were against learning and memorizing common phrases and expressions, and providing equivalent phrases or expressions in students’ mother tongue in teaching speaking. they rather supported practicing real-life communicative activities. this belief of the teacher matched with the communicative views of language teaching as communicative language teaching (clt) claims learners learn a language through the process of communicating in it rather than studying the given phrases and looking for their equivalents in the students’ mother tongue (richards, 2006; richards and rodgers, 1999). it is assumed that teachers have different levels of language competencies (shamim, 2008). the teachers in this study were confident that they had sufficient efl teachers’ cognitions about speaking adem & berkessa 87 no. 24 english proficiency and adequate methodological understanding of teaching speaking which were required to become qualified english teachers. this finding disagrees with the reports by young et al., (2014) that stated english language teachers knew their command of english was not sufficient for classroom teaching or communication. however, the experienced teachers’ optimism than the least experienced ones coincided with what was reported by (pennington and richards, 2016). skehan (1991:276) stated the following about language aptitude: “there is a talent for learning languages that is independent of intelligence; it varies between people.” accordingly, to the teachers in this study, some students were better in their speaking aptitude (the ability to learn speaking), and speaking aptitude and writing aptitudes were incongruent as those who were good at written english were not good at speaking. by and large, they thought ethiopians’ speaking aptitude was not good. previous studies report that discussion exercises were the most preferred and used ones by english language teachers in oral skills lessons (esayas, 2019; gudu, 2015; kaski-akhawan, 2013). this was true to the majority of the teachers in this study as the discussion was the effective classroom activity and group work was the effective mode of interaction in teaching speaking. of the different sources of teachers’ cognitions reported by different scholars, the ones by richards and lockhart (1996) were common. they identified six sources of teacher cognition which could be categorized into three major sources: own learning experience at primary and secondary schools, pre-service education programs (college and/or university), and teaching experiences. of these, borg (2003) reported that prior language learning experiences laid the foundation for teachers’ cognitions that are often stronger and resistant to change. however, the teacher believed that their cognition about teaching speaking skills was primarily influenced by their teaching experiences. the remaining four aspects (experience as a learner, pre-service education programs, books, and training) almost had a similar impact on their beliefs while cpd was the least influencing aspect. regardless of the length of study, efl learners have difficulties in using english for academic work and communication (lee, 2009; sawir, 2005). this seemed why the teachers were dissatisfied with the students’ overall progress. the teachers did not think that the students were even good at the aspects, grammar and vocabulary, they were interested in let alone the skill they disliked. moreover, the teachers assumed that the learner-related factors (i.e. lack of background, use of mother-tongue, and lack of interest) were the most responsible for the difficulties of teaching speaking. the debate on the relationships between teachers’ cognitions and their classroom practices is yet unresolved as different teacher cognition researchers have reported three forms of relationships: congruent (mansour, 2009; pajares, 1992), incongruent (khader, 2012; hendric, harmon, & linerode, 2004) and mixed (borg, 2006; farrell efl teachers’ cognitions about speaking adem & berkessa 88 no. 24 & lim, 2005). to the relative majority of the teachers in this study, the relationship between their beliefs and the classroom practices was fair. conclusions and recommendations conclusions based on the findings, the following conclusions are drawn: • though speaking was considered an important part of english language instruction, it was one of the disregarded skills that the teachers did not enjoy teaching. • the ability to speak english and teaching speaking lessons were difficult tasks for the teachers though they seemed to be confident about their english proficiency and understanding of the speaking skills teaching methods. • to the teachers, practicing real-life communicative activities was more essential than memorization and translation to teaching speaking. • group discussion was an effective classroom speaking activity for the teachers. • the teachers were doubtful about the relationships between their beliefs about teaching speaking and classroom practices. recommendations • the following recommendations are given to researchers who are interested in the teaching of speaking: • it is pivotal to investigate the problems the teachers encounter in teaching speaking and show the possible solutions. • studies on why females and least experienced teachers are pessimistic about their english proficiency and understanding of the speaking skills teaching methods than the males and experienced teachers are also required. • it is also important to study if what the teachers think of the students is real or teacher constructed. efl teachers’ cognitions about speaking adem & berkessa 89 no. 24 • the practice and contributions of the continuous professional development (cpd) program for the teachers’ professional developments needs to be investigated as it was the least chosen regarding its contributions to the teachers’ beliefs. • the study on the relationships between teachers’ beliefs about teaching speaking and their classroom practices can also contribute greatly. the researcher also recommends awareness-raising and professional training to be given to the teachers. thus, the teacher training colleges and universities or the zonal and wordea education bureaus need to shed light on the teachers’ conceptions of the ability to speak and the teaching of speaking lessons as difficult as that can have methodological impacts. efl teachers’ cognitions about speaking adem & berkessa 90 no. 24 references awol endris (1999). conceptions of language teaching and learning and classroom decision making: a case study of high school english teachers in ethiopia. unpublished ph.d. thesis. addis ababa: addis ababa university. baker, j. and westrup, h. 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(2013). first-year japanese university students’ language learning beliefs: continuity and change. teaching english as a second or foreign language (tesl-ej); the electronic journal for english as a second language, 17 (3). young jw, freeman d, hauck mc, garcia gomez p, and papageorgiou s (2014). a design framework for the elteach program assessments (elt research report no rr13–46). princeton, nj: educational testing service. authors *habtamu adem is an english lecturer at wolkite university, college of social science and humanities, department of english language and literature. he is a phd candidate at addis ababa university, college of humanities, language studies, and journalism and communication, department of foreign languages and literature. his area of research interest include teachers’ cognitions and classroom practices, teaching english to young learners, teaching speaking, and teaching grammar. orcid id: https://orcid.org/0000-0002-6540-7579 dr mendida berkessa is an assistant professor of english at addis ababa university, college of humanities, language studies, and journalism and communication, department of foreign languages and literature. orcid id: https://orcid.org/0000-0003-0638-7579 how to reference this article: adem, h., & berkessa, m. (2022) efl teachers’ cognitions about teaching speaking skills . gist – education and learning research journal, 24. 65-94. https:// doi.org/10.26817/16925777.1308 efl teachers’ cognitions about speaking no. 23 transforming an educational community in guatemala using the plan do study act cycle1 transformación de una comunidad educativa en guatemala utilizando el ciclo planificar, estudiar y actuar mayra c daniel, teresa wasonga, and ximena burgin2 northern illinois university, usa 1 received: february 1st 2021/ accepted: october 15th 2021 2 mayra.daniel@gmail.com; twasonga@niu.edu; xrecald1@niu.edu gist education and learning research journal. issn 1692-5777. no. 23 (july december, 2021). pp. 151-168. teaching phonological awareness to students khasawneh 152 no. 23 abstract this case study with educators from a school in an urban low socioeconomic neighborhood near guatemala city, guatemala, explored the effectiveness of the plan, do, study, act cycle (pdsa) to guide teachers’ professional development at a pre-k-k public school (langley, 2009). this three-year study focused on developing teacher leaders and researchers through selfreflective accountability. findings documented institutional problems requiring immediate and long-term attention and ways to involve families in extending literacy instruction at school to the home front. study results highlight the need for effective and empowering literacy methods to be used in guatemala and suggest the country’s teachers wish to support students’ critical thinking and create democratic classrooms. keywords: plan do study, act cycle; school improvement; guatemalan education; teachers as leaders resumen este artículo documenta un plan de desarrollo profesional ofrecido a docentes de una escuela en guatemala de niveles pre-k al k. este estudio apoyó la contabilidad individual del docente que interpreta el currículo considerando el contexto social. el ciclo planear, experimentar, estudiar y actuar, involucró a los participantes a colaborar. los resultados señalaron problemas institucionales y sociales que requieren atención. se identificaron metas para involucrar a familias a enlazar los temas del currículo a los de la vida cotidiana. las familias reconocieron su rol en el aprendizaje de sus hijos. los docentes adaptaron los estándares del ministerio de educación para crear aulas democráticas y apoyar el pensamiento crítico. palabras claves: ciclo planear experimentar estudiar y actuar; mejora escolar; educación en guatemala; desarrollo profesional resumo este artigo documenta um plano de desenvolvimento profissional oferecido a professores de uma escola na guatemala de níveis pré-k ao k. este estudo apoiou a contabilidade individual do professor que interpreta o currículo considerando o contexto social. o ciclo planejar, experimentar, estudar e atuar envolveu os participantes a colaborar. os resultados sinalaram problemas institucionais e sociais que requerem atenção. identificaram-se metas para envolver a famílias a enlaçar os assuntos do currículo aos da vida cotidiana. famílias reconheceram seu papel no aprendizado de seus filhos. os professores adaptaram os padrões do ministério de educação para criar aulas democráticas e apoiar o pensamento crítico. palavra chave: ciclo planejar, experimentar estudar e atuar; melhora escolar; educação na guatemala; desenvolvimento profissional transforming community thorugh plan do study act daniel, wasonga & burgin 153 no. 23 introduction g uatemalan educators strive to follow the government’s mandated curriculum, and they ask that professional development (pd) provide an implementable instructional plan, and a sustainable vision for equity and critical pedagogy (faundez, 2001; freire, 2002; giroux & robbins, 2006; hawkins & norton, 2009). an ongoing problem in guatemalan education is that pd models have not been developed in consultation with teachers (guadarrama, 2013). research documents the need for pd to focus on building teacher leaders able to design effective literacy curricula (bastos, 2012). researchers have stressed the need to give teachers resources for their classrooms, and the training that will empower them to lead (daniel, 2010; taylor, 2013; daniel, mondschein & de palomo, 2014; orozco &valdivia, 2017). efforts by the guatemalan ministry of education (mineduc) have neither helped teachers adapt the national curriculum standards to their school context (bastos & brett, 2010), nor adequately funded curricular resources (cojti, 2005; avancso, 2008; camus, 2010). theoretical framework this three-year study engaged literacy educators to explore ways to liberate learners and their families from an educational system that is delimited by an insufficient focus on critical pedagogy (norton & toohey, 2002; aliakbari & faraji, 2011; coney, 2016ʹ. this study aligns to freire’s (2002) sociocultural learning theory, and gay’s (2010) philosophy of culturally responsive pedagogy. critical pedagogy supports freire’s (2002) premises that the rights of citizenship begin with equitable access in schooling. in this research, conscientization is defined as a commitment to a critical pedagogy of practice that is born in the heart of the individual, and is participatory, critical, democratic, dialogic, pluricultural, and based on inter and intrapersonal reflection (vygotsky, 2002; gathercoal, 2004; norton &toohey, 2004; gay, 2010; coney, 2016; daniel, riley & kruger, 2017). this research engaged educators in designing empowering models of instruction for guatemala’s sociocultural context (verhoeven & durgunoglu, 1998; vygotsky, 2002; gonzález, moll & amanti, 2005; orozco &valdivia, 2017). when freire discussed anger and its constructive use, he highlighted that it can serve ‘…as a legitimate motivational foundation’ (aronowitz et al., p 45) for liberatory learning. we posited that it is key to find ways for teachers in guatemala to redirect their anger towards mineduc’s hegemonic structures. the theoretical framework that guided this study was implemented with teacher participants using the plan, do, study, act (pdsa) model (bryk, 2015; bryk transforming community thorugh plan do study act daniel, wasonga & burgin 154 no. 23 et al., 2016). pd delivered to educators from one guatemalan school supported the development of teacher leaders with a focus on increasing accountability from the ground-up, and promoting socio-culturally appropriate instruction (lantolf et al., 2015). pdsa improves the schoolhouse because it is a vehicle for planning effective instructional goals, selecting appropriate strategies to do (practice the skill), study and reflect upon progress, and make necessary changes or act on the cycle information prior to repeating the cycle (bryk et al., 2016). long-term pd guided by the pdsa cycle revolutionizes stakeholders to interact positively in their goal setting. the cycle changes social practices because its success depends on inter-personal communication that places equal value on all participants’ contributions. the cycle supports teachers’ natural inclination to be methodical investigators who document the recurrent themes in what they experience, and observe in their work (bryk, 2015). pdsa aligns to bronfenbrenner’s ecological theory of development which posits that academic success requires an educational system that considers the social environments where a learner interacts and engages in a continuous process of developing and supporting his/her identity (bronfenbrenner & morris ,2006). this work examined how application of pdsa with teachers from one guatemalan school might offer a pathway to engage educators in collaborative inquiry, and support their long-term commitment to students’ academic achievement. the rationale underlying educational transformations through the pdsa cycle the pdsa cycle has gained popularity within the past 10 years as a model for inquiry and continuous improvement in education (shakman et al., 2017). the success of pdsa lies in its reliance on observational and experiential input from group members who collaborate to improve a community’s educational system (bryk, 2015). according to cohen-vogel et al. (2016), the pdsa cycle tests possible solutions to educational problems by contextually considering the effect of an intervention. the methodological implementation of the steps provides information to determine achievement of the desired changes (russell et al., 2017). the model had its origins in healthcare where success is a matter of life and death. it provided reflective accountability because the thermometer that measured its success was the initiative and commitment of the individuals involved in its implementation, and the effects of their leadership skills on group participants. in education, pdsa can be used by a wide variety of stakeholders to identify learners’ academic and affective needs, to reflect on actions to be taken, to streamline processes through collective inquiry, and to more effectively implement instructional strategies in classrooms (langley et al., 2009). applying the pdsa model in education may save the lives of learners whose everyday inter-personal interactions may be with individuals who may not demonstrate respect for diversity, creativity and independent thinking. teachers knowledgeable of pdsa transforming community thorugh plan do study act daniel, wasonga & burgin 155 no. 23 processes change their classroom and ensure all students grasp that their voices and thoughts are valid. pdsa provides educators recursive opportunities to arrive at answers to problems more expediently than if they worked individually or waited for the assigned system’s leaders to act (bryk, 2015; bryk et al., 2016). the model emphasizes collaborative decision-making and teacher advocacy, which could prove to efficiently build on guatemalan educators’ strengths. in this study the beginning of the inquiry-based pdsa cycle was informed by questioning using the 5whys technique (serrat, 2009). the teachers engaged in a one-on-one conversation with mayra (researcher one) about the overall educational challenges in guatemala and then participated in a focus group after conducting an ethnography. during the focus group the repetition of the word why helped the teachers delve into the problems that recur in the school community more deeply. the technique served to unveil the root cause of the issues and the circumstances surrounding the recurrence of the problems to find possible solutions (hibino et al. 2018). this approach to encourage questioning was an appropriate choice to engage guatemalans, because they form a cultural group whose inter-personal interactions abound with courtesy and respect. the 5whys provided a vehicle to systematically question issues in the guatemalan educational system. pdsa requires working from participants’ knowledge of the problems to be solved to their predictions of how to move from frustration and anger, to developing situated theory applications that achieve positive changes (langley et al. ,2009). the pdsa cycle always seeks to identify a path to achieve the goal that will lead to improvement of a situation, and provide an evaluative method to document the level of improvement reached. implementation of pdsa is a community affair. once teachers experience problem solving through pdsa, they are able to teach its application to students who will then identify ways to solve problems in classrooms, and in their communities and homes. learners of all ages can master the pdsa cycle because its design reflects human beings’ needs for inquiry, and supports engagement focused on affective and basic survival needs. the model helps students identify effective learning goals, select appropriate strategies to practice the skill that is the focus of the teacher’s lesson, study and reflect upon their own progress, and make necessary changes to apply the information gathered before repeating the cycle. students and teachers apply pdsa when they brainstorm ways to solve problems within a community that works together, and rejoices in its successes. together with committed teachers, learners explore problems, and posit solutions in classroom conversations that revolve around stories or current events in their lives. in this study, teachers observed and examined young children’s responses to decide when it was time to proceed to a different step of the pdsa cycle. this project examined changes at escuela villa hermosa (evh) (a pseudonym) due to implementation of the pdsa cycle. in this collaborative process to enhance literacy, the participants reflected on areas for improvement, educational practices, and interactions with administrators and parents to benefit the students. transforming community thorugh plan do study act daniel, wasonga & burgin 156 no. 23 figure 1. applied pdsa processes methodology this case study (stake, 2000) focused on the teaching and learning environment at evh. data were collected in three phases over a three-year period. phase one was the exploration and documentation of community needs. these included the academic and affective needs of the children who reside in the evh community, as documented in conversations with families and in observations conducted by the teachers. phase two involved the teachers in a focus group where they had the opportunity to share their interpretation of the ethnographic data that they gathered during phase one. phase three engaged the teachers in weekly pd envisioned through the implementation of a pdsa led inquiry that had at its goal designing a contextually appropriate curriculum and led the teachers to write storybooks for their classrooms. the qualitative data were recorded in spanish and analyzed utilizing a constant comparison technique (glaser & strauss, 1967). the process allowed for an iterative development of codes by comparing the new data to existing data processed (leech & onwuegbuzie, 2007). the following questions guided this study: 1. what changes are needed at evh?, 2. how will appropriate changes be prioritized and implemented?, 3. how did participants change their educational philosophies due to participation in this study? transforming community thorugh plan do study act daniel, wasonga & burgin 157 no. 23 participants and site of research this research was conducted at the evh, a school in an urban low socioeconomic neighborhood in a city of about 140, 000 located near guatemala’s capital city. in the park about 30 feet from the school, one can observe drug selling activity among single males who sit at picnic tables buying and selling products in small bags. study participants included the entire faculty of the school; eight pre-k-k teachers and the school principal. the teachers, all trained in guatemala’s normal schools, ranged in age from 23 to 47, with the principal being the eldest. the student population was 63 students. phase 1: exploration and documentation of community needs this phase began with informal conversations between betty (a pseudonym), the new principal at evh, and luci (a pseudonym) the principal of the private school where betty previously taught. before betty accepted the principalship, she realized that the learning environment at evh was not what she had helped to design in her previous position. betty, with luci’s help, came up with a plan to reimagine and recreate her new school. their vision was based on what they had experienced at escuela josé antonio (ja) (a pseudonym), a thriving community of educator-advocates. conversations that followed between two teachers at evh and their new principal were the first step to putting the plan into place. these led to one-on-one interviews with the entire faculty and the principal. as the interviews took place, data began to reflect concerns. the developing vision of the nine educators who composed the faculty led them to carry out an ethnography in the evh community. they reached out to parents and explored the community. observations in walks around the neighborhood and data from interviews and conversations with families, served the teachers to draw a picture of the environment surrounding the school, the realities of the children’s lives, and the affective and instructional needs of learners growing up in a high crime neighborhood. after completion of the ethnography and examination of the data, the teachers studied the problems that were identified and reflected on what they might do next. they decided that tasks for the next phase of this study would address teachers’ need for the adequate resources that would allow them to plan and deliver culturally responsive instruction. phase 2: focus group the five whys (5ws) inquiry method was used for a needs assessment conducted with the teachers following the ethnography (serrat,2009). their ideas needed to be clarified and organized, thus the 5ws served as an initial and ongoing questioning transforming community thorugh plan do study act daniel, wasonga & burgin 158 no. 23 technique. the 5ws were the scaffold to outline needs and prepare the teachers to engage in the steps of the pdsa cycle. group participants answered five questions with the objective of stating problems accurately and completely, to do so honestly with the knowledge that their identity would be kept anonymous, and to be fully committed to resolving the problems (serrat, 2009). the process of posing the first 5ws questions begins when researchers gather a research team or conduct one on one interviews with community members. as participants are identified the goal of establishing the prior knowledge needed to begin the questioning sequence begins. the inter-personal interactions with possible participants contribute to the researchers’ understanding of the individual teachers and begin to reveal their attitudes toward their responsibilities as educators of guatemala. informed researchers are able to ask an appropriate first why question because they have some knowledge of the problems that need to be addressed. answers are documented on a board that is visible to participants, who then use the information as a scaffold to formulate replies to remaining 5w questions. in this research the first 5w question asked after the initial exploration of the problems at evh community was: what information did the ethnography reveal and why is that? the four follow up questions repeated the inquiry by asking: why is that? it was anticipated that responses would document obstacles to learning unique to the evh community. challenges might relate to the fears the learners face on a daily basis, and to how these fears might delimit the learning. the hope was that answers would highlight curricular limitations, and support teachers’ sharing of remaining challenges. at the conclusion of phase 2, the objective was for the teachers be able to state their advocacy abilities, and how they would deliver an empowering curriculum that went beyond mineduc’s curriculum. phase 3: weekly pd guided by pdsa the teachers at evh participated in pd one full day a week over a three-year period. the pd was delivered by the joint team of luci, the principal at ja, and marta, one of her teachers (a pseudonym), during the first three months of the project. after this marta was responsible for the pd, with luci checking in once a month. all pd was delivered through a hands-on approach at the school. the teachers were not given materials to read prior to the pd because the trainers felt they would be more open to hands on training, modeling, and active discussion. the objectives of the pd were for the teachers to (1) experience working to design lessons in teams, (2) plan and deliver balanced literacy instruction using narratives that reflected their community, (3) increase parental involvement, and (4) begin to align the national curriculum to contextually congruent literacy lessons. tasks introduced and explored in the pd aimed to address the project’s objectives one and two, thereby addressing lesson planning and critical thinking. the teachers transforming community thorugh plan do study act daniel, wasonga & burgin 159 no. 23 brainstormed and collaborated on lessons to integrate critical thinking into skillbased instruction. methods used to teach vocabulary aimed to help learners express their opinions. literacy instruction modeled demonstrated that all five senses provide support for students’ different learning styles. discussions of the multiple intelligences were contrasted with conversations about learning styles in an effort to highlight that all children have ideas, and need the opportunities to feel safe to share these ideas. the trainers stressed process over product, when they showed participants how to work with some of the books that were used with learners at ja. emphasis was placed on the anticipatory set, and on how chatting with children prior to or at the beginning of lessons will reveal their funds of knowledge. the teachers were encouraged to explore student groupings, and to experiment with heterogeneous models. in addition, discussions addressed components of lessons such as measurable objectives, planned questioning, tasks that stress process over product, and formative assessment. objective three involved planning pd for families, and envisioning what would ensure participation from parents, and help the teachers uncover familial issues that children find difficult to confront. discussions emphasized that outreach to families begins at the schoolhouse door. objective four was addressed as the pd focused extensively on the requirements of the national curriculum, and what teachers might do to adjust mineduc’s scope and sequence to their community’s needs. using ja’s bimonthly planning as a model, the teachers at evh worked to develop a method for planning ahead, and for selecting books and activities to support learners to become critical readers. in order to stay on track, the pdsa recursive analytical cycle was used to guide all steps of the decision making in the pd. through pdsa, after problems were identified, the educators decided on an efficient next step. plausible actions were prioritized and followed by experimentation with the curriculum and outreach to parents. next, stakeholders shared findings and analyzed the data gathered to establish if the solutions implemented worked well, or needed modification. as such, the cycle supported databased decision making (bryk, 2016; 2015) because it assisted the teachers to consider the dynamic interplay between learners, their teachers, stakeholders beyond the school itself, and maintain a focus on culturally responsive curriculum development. results data suggest that participants uncovered many complexities in school improvement efforts. participants documented problems requiring immediate and long-term attention in the school’s physical plant, such as maintenance of existing buildings to financing the construction of a facility to shield stakeholders from inclement weather. in relationship to curricular needs, the educators from evh explored the need to transforming community thorugh plan do study act daniel, wasonga & burgin 160 no. 23 address the appropriateness of available resources, and how to meet the government’s curricular standards while supporting teachers in a socio-culturally focused, and consistent model of pd. the teachers went beyond preparing a list of needs or voicing their anger and angst. they demonstrated their commitment to advocacy, and to improving education in guatemala’s public schools. without doubt, the teacher participants gained information throughout the three phases of the data collection. three themes emerged from the data: (1) the need to remedy the condition of the existing school, (2) the learning issues of the students, and (3) steps that would lead to the implementation of needed changes. theme 1: condition of the existing school when the teachers began analyzing and documenting the children’s needs, their focus on improving literacy became clearer. they concluded that their students’ affective needs were not being considered due to the condition of the existing school and the inadequate resources being used in literacy instruction. therefore, rebuilding evh became the group’s first priority. the teachers did not wait for resources from mineduc. they discussed what might be possible using the community’s financial resources. they gathered funds to build a welcoming and efficient school. their first goal was to teach in an environment where learners would feel safe, and to involve the parents in supporting the learning goals at evh. modest buildings were erected as a result of fund raising led by the teachers. students’ families joined the fundraising effort and parents themselves reached out to community members for financial support. many folks made conservative monetary contributions and/or donated building materials. a school site was identified where classrooms would be housed in small buildings. the community enthusiastically gave of their time and knowledge of carpentry, painting, and shared their building trade expertise. the result was a modest but improved school compound. the floors and the walls of the buildings were built of single sheets of raw wood and the tin roofs doubled as inside classroom ceilings. the colors of the buildings were selected for the purpose of creating an environment that placed young learners in a magical world using bright pink, light green, and a warm sunny tone. outside walls were decorated with drawings of inspiring figures such as the little prince. practical concerns led to one of the buildings housing a small kitchen that served to protect the cook from inclement weather. a room became a dedicated library and although it is small and has few holdings, it serves its purpose. transforming community thorugh plan do study act daniel, wasonga & burgin 161 no. 23 theme 2: literacy learning issues besides the need to build a new school, the teachers compiled a list of community needs, and identified problems. at the top of the list was to eliminate the transmission model of education that is often the norm in guatemala. the teachers agreed that modeling for learners how to think critically would help them generate ideas, and become invested in the learning. they knew that resolving their entire list of problems would take time and careful planning. they documented issues of hunger, poverty, and misspent money. their list included the mismatch between the instructional methods used when the parents were students and still frequently used in guatemala, in contrast to the balanced literacy approaches the teachers were learning in their pd. the teachers wanted to eliminate schooling that does not reflect societal needs in its curriculum, and thus makes little sense to the learners. data from the 5 whys conversation documented recurring concerns in the teachers’ observations: that children are afraid while in their homes at night, and that they are discouraged from talking to their families. the teachers repeatedly voiced the concerns evident in the following comments: ‘how can they learn [the children] if they fear sharing their opinions?’, we have to teach them to share their ideas’, ‘parents need to know why we teach as we do’. ‘we need to explain to the parents why our methods engage the children and why active learning is more effective’, ‘families do not realize that young children learn by singing and dancing’. theme 3: implementation of changes the teachers’ philosophies changed as they examined their observations, and proposed actions. they began to understand pdsa as a way to go beyond opinions, and subjective reactions. as they went through the steps of the cycle in each pd session, it became second nature for them to engage in joint reflection. conversations focused on the planning, doing, studying and taking action recommended by the pdsa cycle were useful in identifying problems that required immediate attention. as the teachers gained clarity of how they might go about making changes, they planned a town hall meeting for the parents, and invited them to participate in pd. the teachers demonstrated how they taught the children, and the parents role played being the students. giving the parents the opportunity to experience participatory learning was a path to justify the need for families to contribute their financial share, and back up the teachers’ commitment and innovative curriculum. the teachers started to implement changes after selecting one problem to address at a time. they decided to bring parents together to share information, and to ask their support for the new instructional methods to be followed at home. the teachers gave immediate attention to identifying the most pressing problems when they brainstormed how to involve the families, and when they might plan pd to model their teaching for the parents. transforming community thorugh plan do study act daniel, wasonga & burgin 162 no. 23 a problem that the teachers chose to address immediately was that families were sending snacks to school with the children that were not nutritious. there was no need for the parents to spend their money on sending sweet treats, since the government subsidizes a daily mid-morning snack. the funds could be better spent for children’s books. they alerted the parents when they picked up their children about the government’s funding for school snacks. after this, they identified the next step: a town hall meeting to earnestly seek monetary support from the parents. it was time to turn families’ attention to strengthening the curriculum. the town hall was a celebration of what had been accomplished, and a time for the teachers to share their dreams for the children. they introduced families to experiential methods of instruction. they inspired the parents with their enthusiasm, and with details of what they would do to raise the learners’ academic achievement. they explained why ‘families must invest in their children both emotionally and financially’. they discussed the reasons they were inspired to learn the methods being used at escuela ja, and why they would improve the children’s lives. evh’s teachers detailed how their time observing, and chatting, with the educators at ja, had made it possible for them to see what was possible. they shared what they had learned about planning balanced literacy lessons, and their belief that this could occur when student participation and parental involvement are part of the equation. they emphasized why parents were an essential part of the progress. the teachers demonstrated their commitment to take risks with instructional methods. they detailed their new-found awareness of their own responsibility to anticipate what learners need to do, see, and hear as they learn. they shared their conviction that young children learn when the five senses are involved and why they had to provide opportunities for each and every learner to participate in classroom conversations that should be continued at home. a recurrent theme in parental questions was how children could learn without sitting and quietly listening. a parent shared, ‘at home my children jump, and they play, and they need to learn to behave because they are wild! they are so noisy when they are having fun’. another parent’s question was, ‘how do you get children to listen when they are so loud!’. a third parent commented, ‘i want my children to be respectful and well behaved. i don’t know how your approaches work’. as the parents noted the teachers’ enthusiasm and how this might support the learners’ literacy, they asked for details. it became evident that one town hall meeting would not be sufficient to cover all that needed to be addressed. the teachers decided that the parents’ questions had to be further addressed. in their goal of breaking standing perceptions of schooling, and getting parents on board to not only support the new methods at the school, but to also follow the methods in their homes, the teachers realized the parents had to be privy to the benefits of the revolutionary way that instructional goals at evh were being set and met. at transforming community thorugh plan do study act daniel, wasonga & burgin 163 no. 23 this point in time the parents were invited to pd sessions to explore books, just as their children were doing in their classrooms. the hands-on participation was planned so that parents could experience learning using all the senses. prior to the lessons, the teachers told the parents that they needed more books for their classrooms, and that the books had to be contextually sound if they were to make sense to the learners. when the teachers showed the parents the books that were used at ja, the parents began to understand the meaning of the words contextually sound. the parents began to grasp why the children should read books at school that reflected them and their community, and why they needed to have copies of the books to take home to share with their family. at the workshops the parents saw the teachers’ commitment, and heard that families are responsible for the children’s education. the parents were asked to help finance the printing of the books the teachers were writing, and to buy a cloth bag so the children could own and take home the books they read at school. luci, the ja principal, shared copyright free access to the books she and her teachers had written so the books could be reproduced for the children at evh. it was a win-win situation. discussion the questioning, reflection and advocacy facilitated through the pdsa-based pd that led to changes in instruction at evh was powerful. at the end of the study, the teachers spoke expecting to be listened to, and they demanded respect and acknowledgement for their efforts. when the teachers spoke about the children and their literacy, high levels of satisfaction were evidenced such as ‘poverty can be transformed into riches’. as the teachers engaged students in dialogue, the children demonstrated their innate ability to ask high level questions, and to share ideas that evolved from their lived experiences and families’ histories. teachers from evh narrowed the space between themselves and their students, because they nurtured transformative consciousness (darder, 1998). in a climate of love the students were not perceived as the other but as co-learners freely engaged in discovering knowledge, and in working towards understanding themselves, and their role as citizens of their community (aronowitz et al. 1998). no one at evh felt silenced. after the first year of the study, when learners went on to the primary school, the teachers’ efforts were validated. at the same time, their frustrations with the guatemalan educational system became evident again. the most alarming comment was stated by a teacher who shared that at the elementary school, inquiry is criticized. ‘the teachers there think it a problem that the children ask questions and know too much’. teacher 2 added: ‘would you believe that they discourage critical thinking?’. transforming community thorugh plan do study act daniel, wasonga & burgin 164 no. 23 teacher 3 said: ‘they do not want the children to talk’. teacher 3 noted: ‘we offered to do workshops and share books, but when we tried to work together, they just sat there and did not participate’. limitations generalizability of this study’s findings is limited to the community where this work was conducted. there are great variations in the way schooling is delivered in guatemalan schools and in how teachers prepare lesson plans and select curriculum that adheres to mineduc’s mandates. this study’s participants composed an unusual group of educators because their school principal supported them in ways that led the teachers feel safe voicing their ideas with each other and helping the learners to express themselves. this is not the case in the majority of guatemalan schools. concluding thoughts educators in this study worked to meet high goals for their learners through balanced literacy practices guided by the recursive reflection that is the essence of the pdsa learning cycle (langley et al., 2009). this research revealed the abilities and zeal of guatemalan teachers to create a future of possibilities for the learners in their classrooms. this work suggests guatemalan teachers can indeed reimagine paths for teaching and learning. the evh faculty took action as they heeded their souls’ call for change. they identified ways to advocate for their students going beyond the requirement of using texts supplied by mineduc. they learned how to make the curriculum meaningful for students’ socio-cultural context. these educators decided to create democratic classroom environments (langley et al., 2009). they chose to set aside resources that did not support culturally responsive pedagogy, and to go beyond the minimum requirements set by the government. as the teachers participated in the pdsa processes, they gained confidence. the teachers saw children’s enthusiasm in how the little ones offered their ideas and asked questions in class. the teachers proudly shared that every day the parents began asking to hear the songs the teachers had taught that day, and wanted to learn about the stories their children had read at school. lina (a pseudonym) shared the philosophy that the teachers repeat to all who listen, and especially to the children. ‘your parents work in their jobs and at home. children’s work is to learn at school’. we admire the teachers in this study because they took a chance and devoted their time to learn without personal recompense. perhaps this is the reason they were successful. transforming community thorugh plan do study act daniel, wasonga & burgin 165 no. 23 references aliakbari, m. , & faraji, e. 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(2002). pedagogy of the oppressed. 30th anniversary ed. new york, ny: continuum international publishing group. transforming community thorugh plan do study act daniel, wasonga & burgin 168 no. 23 authors *mayra c daniel is professor emerita at northern illinois university, de kalb, il, united states. her research focuses on the preparation of culturally sensitive educators in the united states and latin america.  orcid: https://orcid.org/0000-0003-2702-0071 teresa wasonga is professor at northern illinois university in the department of educational leadership, psychology, and foundations, de kalb, il, united states. she is the founder of a secondary school for girls from poor rural areas in kenya. orcid: https://orcid.org/0000-0002-2444-0559 ximena burgin is an assistant professor at northern illinois university, de kalb, il, united states. her research relates to the role of multiculturalism in classroom instruction and evaluation. orcid: https://orcid.org/0000-0002-3494-569x how to reference this article: daniel, m. c., wasonga, t., & burgin, x. (2021) transforming an educational community in guatemala using the plan do study act cycle. gist – education and learning research journal, 23, 151–168. https://doi.org/10.26817/16925777.1053 transforming community thorugh plan do study act daniel, wasonga & burgin 191 no. 23 reviewers no. 23, 2020 (july december 2021) gist would like to thank the following reviewers for their valuable comments and thoughtful revision: edgar lucero babativa, universidad de la salle, colombia fredy rozo, fundación universidad de américa, colombia jair ayala-zárate, educational testing services, colombia ayşegül takkaç-tulgar, atatürk university, turkey diana rocío umaña buitrago, universidad del rosario, colombia paul abraham, simmons college, usa juan carlos torres rincón, universidad de la sabana, colombia juan ríos vega, bradley university, usa claudia acero, universidad de la sabana, colombia rigoberto castillo, universidad distrital francisco josé de caldas, colombia adriana castañeda londoño, universidad de los andes, colombia sanja škific, university of zadar, croatia alexander ramírez, universidad del valle, colombia meral gözüküçük, kafkas university, turkey margarita lópez, universidad de caldas, colombia diego ubaque, universidad distrital francisco josé de caldas, colombia 7 r es ea rc h a rt ic le s transnationals becoming english teachers in mexico: effects of language brokering and identity formation1 transnacionales convirtiéndose en docentes de inglés en méxico: efectos de la mediación lingüística y la formación de la identidad irasema mora pablo, leonardo arturo rivas rivas, m. martha lengeling and troy crawford2* universidad de guanajuato, universidad nacional autónoma de méxico, extensión san miguel de allende, méxico abstract the objective of this research was to explore the effects of language brokering upon identity formation within the family unit of students who have lived in the united states for a period of time and have come back to live in mexico. the participants are six students that are currently undertaking a ba in tesol (teaching of english to speakers of other languages) at a large public university in central mexico. findings from interviews, following a narrative approach, seem to show that these participants’ experiences as language brokers are highly valuable when they decide to become english teachers. most of them decide to become english teachers because they want to help others to learn the language and bring those experiences into the classroom. keywords: language brokering, identity construction, narrative inquiry, transnational gist education and learning research journal. issn 1692-5777. no. 10, (january june) 2015. pp. 7-28. 1 received: dec. 15, 2014 / accepted: april 13, 2015 2 imora@ugto.mx, leorivas.unam@gmail.com, lengelin@ugto.mx, crawford@ugto.mx no. 10 (january june 2015) no. 10 (january june 2015) 8 resumen el objetivo de esta investigación fue explorar los efectos de la mediación del lenguaje en la formación de identidad dentro del núcleo familiar de estudiantes que han vivido en los estados unidos por un periodo de tiempo y han regresado a vivir a méxico. los participantes son seis estudiantes que actualmente están cursando un programa de pregrado en licenciatura en enseñanza del inglés en una universidad pública en el centro de méxico. los hallazgos a partir de entrevistas, siguiendo un enfoque narrativo, parecen indicar que las experiencias de estos participantes como mediadores del lenguaje son altamente valoradas cuando deciden convertirse en profesores de inglés. la mayoría de ellos deciden convertirse en profesores porque quieren ayudar a otros a aprender el idioma y traen esas experiencias al salón de clases. palabras clave: mediadores del lenguaje, construcción de identidad, investigación narrativa, transnacional resumo o objetivo desta pesquisa foi explorar os efeitos da mediação da linguagem na formação de identidade dentro do núcleo familiar de estudantes que viveram nos estados unidos por um período de tempo e regressaram ao méxico para morar. os participantes são seis estudantes que hoje em dia estão cursando um programa de graduação em licenciatura em ensino de inglês em uma universidade pública no centro do méxico. as descobertas a partir de entrevistas, seguindo um enfoque narrativo, parecem indicar que as experiências destes participantes como mediadores da linguagem são altamente valorizadas quando decidem converter-se em professores de inglês. a maioria deles decidem converter-se em professores porque querem ajudar outros a aprender o idioma e trazem essas experiências à sala de aulas. palavras chave: mediadores da linguagem, construção de identidade, pesquisa narrativa, transnacional transnationals becoming english teachers mora, rivas, lengeling & crawford no. 10 (january june 2015) no. 10 (january june 2015) 9 introduction this study explores the effects of language brokering upon identity formation of six students currently undertaking a ba in tesol (teaching of english to speakers of other languages) at a large public university in central mexico. they acquired english in the united states as the children of immigrants and at the same time maintained their spanish by speaking it at home, with their families. they lived in the united states for an extensive period of time and have returned to live in mexico, where they are now employed as english teachers. in order to know their present, it is necessary to look at their previous experiences. these past experiences are connected with social and economic reasons which led their parents to make the decision to migrate to the united states, seeking a better life for their children. in most of the cases, these parents did not learn english and they relied on their kids to communicate with others, creating a new role for them as language brokers. the complex socio-political relationship between mexico and the united states has created the constant migration of mexicans looking for the “american dream” for many years. some of these migrants succeed; some others face more problems in the host country than in their homeland, due to their lack of knowledge of english, or the difficulties of adapting to a new culture. in the case of these six participants, they started taking on a more active role in the community and they started living in “bilingual worlds” mainly with spanish at home and english outside their homes, as the dominant language of the community. this article will present the students’ voices, showing their conflicts and challenges during their childhoods. these voices also show the role of language brokering and its relationship to their future identity formation. literature review transnationalism authors in different fields have used the term transnationalism to signify different phenomena (levitt & waters, 2002). however, for the purposes of this study, the term has been used to characterize the dense social networks that go beyond the national borders, created by the physical, emotional and economic movement of individuals and families, between countries and cultures (binford, 2000). the emergent approaches in migration theory describe transnational communities as: transnationals becoming english teachers mora, rivas, lengeling & crawford no. 10 (january june 2015) no. 10 (january june 2015) 10 ...dense networks across political borders created by immigrants in their quest for economic advancement and social recognition. through these networks, and increasing number of people are able to live dual lives. participants are often bilingual, move easily between different cultures, frequently maintain homes in two countries, and pursue economic, political and cultural interests that require their presence in both. (portes, 1997, p. 812) transnationalism is not the same as immigration. hornberger (2007) states that “…the latter involves a more permanent affiliation with the host country and separation from the home country while the former may imply no long-term intention to stay beyond what is economically necessary” (p. 326). therefore, transnationalism can lead to a process of ‘becoming other’ to both home and host national-cultural contexts (trueba, 2004), implying the development of transnational identities and social relations. this would mean that transnationals need to develop certain abilities that allow them to negotiate at the same time multiple contexts within local positions, which can become a cumulus of community contexts (zúñiga, 2000) that symbolically end up becoming a decontextualized cultural limbo. for a long time, mexico and the united states have had a difficult socio-political relationship. as a country, mexico is in the first place as an “expeller” country (www.data.worldbank.org). with the difficulties in the economy in the united states, many immigrants have returned to mexico. according to national institute of statistics, geography and information (instituto nacional de estadística, geografía e informática, inegi, 2010), 350,719 people returned to mexico in 2010, and about 48.8% of this population is between 20 to 34 years old. this means they are considered to be in a productive stage of their lives, meaning that they are at an age when they can work in different areas. this type of people are the participants who are part of this research. they are young adults who were raised in the united states with the role of language brokers, but now they have returned to mexico seeking a better future because they cannot go back to the united states for various reasons. some of them returned to mexico because they were deported, and some others because they could not find school opportunities due to their illegal status in the united states. in this situation of growing up in two countries without a legal status in one, children start developing their identities, by mirroring the dominant community. suárez-orozco (2000) explain this as “… all human beings are dependent upon the reflection of themselves mirrored back to them by others” (p. 213). sometimes this mirroring can be positive or negative. this can give us a better idea of how these transnationals becoming english teachers mora, rivas, lengeling & crawford no. 10 (january june 2015) no. 10 (january june 2015) 11 former immigrant children start developing a sense of fragmented identity which may include feeling part of the community or feeling rejected (petrón, 2009). while doing this, they are asked to perform as translators or interpreters for their parents, which contributes to their sense of rejection, or not, to the community and the language because these children enter a new culture and acquire the language without formal instruction. also, it alters the family status as they are placed in an unorthodox power position when translating for their parents. language brokering and the conflict of identity language brokering occurs when immigrant parents rely on their bilingual children to translate or interpret any given circumstance, whether spoken or written, since the parents are not speakers of the country’s native language (buriel, perez, dement, chavez, & moran, 1998; love & burial, 2007; morales & hanson, 2005; villanueva & buriel, 2010; weisskirch & alatorre, 2002). language brokering is the communication process where “individuals with no formal training (often children of immigrant families) linguistically mediate for two or more parties (usually adult family members and individuals from mainstream culture)” (kam, 2011, p 455). furthermore, playing the role of language brokers can lead these kids to experience complex and “adult-like” situations. for this reason, in 2002, california law makers introduced a bill to the state legislature prohibiting children from translating and interpreting in medical, legal, and social service settings (coleman, 2003). this role as language brokers can lead them to a sense of conflict of identity. the concept of conflict in identity development was elaborated by erikson (1963). he states that “it is crucial for children to be surrounded by a supportive social environment so that they can appropriately develop a positive sense of who they are” (as cited in brown, 2009, p. 4). in forming identity, there can be confusion and conflicts due to being able to establish a positive identity in the eyes of others and for not accomplishing personal values and expectations from two different cultures (hornberger, 2007). when being in the united states, transnationals are constantly reminded that they are not part of the culture, but when returning to their place of origin (mexico), they do not meet the expectations of this culture either (mora pablo, 2011a). yet, they return with a language skill that is in demand in the mexican educational system. transnationals becoming english teachers mora, rivas, lengeling & crawford no. 10 (january june 2015) no. 10 (january june 2015) 12 in order to be recognized by the community, a social group should be seen to be distinctive —itself— by others. a sense of ethnicity can only arise in the context of relationships and interaction with others (skeggs, 2008). “without difference, there is no similarity. defining us implies —if nothing stronger— an image of them” (jenkins, 2002, pp. 120-121). this is similar to what happens with the participants’ identity formation. their ambivalent feelings towards an american or mexican ethnic group make it difficult to define who they are and who they want to be in the future (taniguchi, 2002). according to gutierrez (1987), groups tend to name themselves (and are given these names by society as well) using hyphens such as mexican-americans, italianamericans, polish-americans and afro-americans. as murillo (1999) states, “the modern concept of community, based on the nation-state, common language, and experience has long become incapable to gain an understanding of the fragmented and often paradoxical identities that are negotiated between worlds” (p. 16). in this study, these participants have lived in two countries, they speak both languages but they do not completely meet the expectations of both communities, on either side of the border. however, they are forced at some point in their lives to serve as translators for their parents so they can survive in the host community of the united states. but when they are back in mexico, they are aware of this cultural and linguistic capital they possess and that makes them have an edge over those who do not have it and there are no legal restrictions, they are at an age of more social autonomy. as petrón (2009) suggests, these transnationals are “immediately classified as native speakers of english because of their fluency and native or native-like pronunciation” (p. 118). this is when they start to be questioned as not being mexican enough. zentella (2002) discusses that the problem with “transnationals” is that their ethnic identity starts to be questioned, because they are considered “ni de aquí ni de allá” (not from here, nor from there). this can be traced at different levels and one of them is at a linguistic level, in which the so-called gringos, pochos (meaning americanized mexicans) or “mexico-americanos” can face the linguistic pressure of losing their mother tongue (spanish), acquiring a new language (english) and then re-learning their mother tongue once they return to mexico (mora pablo, 2011b). as in petrón’s study (2009), these transnationals “[…] have been able to trade their transnational cultural capital for both economic and social advancement” (p. 118). this means that they have become english teachers even before they started their undergraduate studies in tesol, mainly because they were acknowledged as having an advantage over other potential teachers: they were considered native speakers of english and this was enough to qualify them as english teachers. transnationals becoming english teachers mora, rivas, lengeling & crawford no. 10 (january june 2015) no. 10 (january june 2015) 13 methodology research design the research approach was qualitative in nature. according to maycut and morehouse (1994), qualitative research “examines people’s words and actions in narrative or descriptive ways closely representing the situation as experienced by the participants” (p. 2). our research was also based upon narrative inquiry. nakamura (2002) mentions that “narrative inquiry is about building public expression of personal understanding of the events, experiences, and people in our professional lives […]” (p.117). in order to be able to understand and explain the statements of an interviewee/biographer concerning particular topics and experiences in his/her past, it is necessary to interpret them as part of the overall context of his/her current life and his/her resulting present and future perspective (rosenthal, 2007). this approach was the most suitable for the study since the main intention was to know the experiences that contribute to identity formation. webster and mertova (2007) emphasise, “narrative allows researchers to present experience holistically in all its complexity and richness. narrative illustrates the temporal notion of experience, recognising that one’s understanding of people and events changes” (p. 2). the following are the questions which guided our research: 1) what experiences have led these transnationals to choose a ba in tesol? 2) why do they want to become english teachers? our focus in this article is to explore how these participants’ experiences as language brokers played an instrumental part when they decided to become english teachers and during their identity formation context and participants the participants taking part in this project include six males between the ages of 19 and 29. they were all born in mexico and as young children migrated to the united states, specifically to the area of california and oregon. they lived in the united states an average of 17 years, but always maintained contact with their home country through relatives, cultural and linguistic practices. after a number of years, they returned to mexico. the reasons were varied: some of them were deported because they had problems with the police, as they were part of gangs; some others decided to return to mexico because they did not have a legal status in the united states and they were aware of transnationals becoming english teachers mora, rivas, lengeling & crawford no. 10 (january june 2015) no. 10 (january june 2015) 14 their difficulties to begin university degree programs. at the moment of the research, they had been living in mexico between one-to-three years. the research site is the language department of a large public university in central mexico, where the participants are studying an inservice tesol ba program. data collection instruments at an initial stage, participants were asked to write a short autobiography that served the purpose of a starting point of narrative inquiry. second, they were interviewed and recorded based upon relevant information from the autobiographies. for these interviews, we decided to adopt a life-story approach; that is, we drew upon an analysis concept, where we distinguished not only between the perspective of the interviewee in the past, but also the present (jaatinen, 2007). the interviews were recorded, transcribed, coded and analyzed. pseudonyms were given to the six participants in order to ensure the participants’ privacy. data analysis and interpretation the process of analysing the data was on-going and there were moments where we went back and forth between the autobiographies and the interview transcriptions. as part of the narrative analysis, we relied on paradigmatic cognition, which entails “classifying a particular instance as belonging to a category or concept” (polkinghorne, 1995, p. 9). we looked for similarities in the data and then grouped them in a same category. barkhuizen (2013) mentions that “thematic analyses follow the paradigmatic procedures of coding for themes, categorizing these and looking for patterns of association among them” (p. 11). the data used for this article is part of a larger study of return migration and their incorporation into the mexican educational system at the university level. results two main themes emerged from the data. the first theme is related to the beginning of their journey as bilinguals in a new country and how their parents established a language policy at home, in an effort to maintain their mexican heritage. the second theme refers to their experiences of how this language policy at home established by their parents was not followed when these needed help from their kids transnationals becoming english teachers mora, rivas, lengeling & crawford no. 10 (january june 2015) no. 10 (january june 2015) 15 and how this ability to use both languages influenced their decision to become language teachers. both themes revealed the complex identity formation of transnational bilinguals during their childhood, and how they project this in their current lives. first contact with both languages: forming identity often, children are the first to start using and mastering the language of the new country in public domains. this use thus makes the children take on the face of the family (buriel, perez, dement, chavez, & moran, 1998; hanson & morales, 2005; love & burial, 2007; villanueva & buriel, 2010; weisskirch & alatorre, 2002). in spite of the aforementioned, at home, parents often have a contradictory rule of first language only. craith (2012) explains that migrants may choose to use their native language but also learn or use the host country’s language to use it only when necessary. arriagada (2005) also notes that once english is accepted as the dominant language in public, the family’s native language will be used in more intimate settings, such as the home. mario, one of the participants in this study, states the following: well, ever since i can remember my dad he was very strict. he used to tell us “hey you know, at home you are going to be using spanish, ‘cus in school you’re gonna learn english more.” so he was very strict with us using spanish. in this excerpt it can be noted that the participant’s father made it clear that at home the language was spanish. furthermore, it seems as though the father justifies this use by stating that at school the participant will learn english. at home spanish is used as a language of maintenance (fishman, 1991; holmes, 2013; schecter & bayley, 1997). this situation may be a reason that also allowed the participants to become language teachers, as it will be explained later. since they have always been in contact and open to use english and spanish depending on the people they are surrounded with, it seems as though it would not be very difficult for the participants to switch between english and spanish and explain language to their students. nick recalls a similar situation at home: “my mother and my father didn’t want us speaking much english at home. they wanted us to speak spanish. we had to learn spanish”. in this case, the participant’s parents also justified the use of spanish at home and the following represents this: transnationals becoming english teachers mora, rivas, lengeling & crawford no. 10 (january june 2015) no. 10 (january june 2015) 16 now i know that this is because his brother had children and they didn’t speak any spanish and they were already teenager adults. they spoke really horrible spanish because they didn’t practice it while they were in the united states. they just spoke english, so he wanted us to speak spanish at home and we could speak english at school. it was my home, my home was really spanish centered. nick recalls that his uncle’s children were the reason why his father wanted them to use spanish so they could maintain their language and perhaps even their culture and ethnic heritage. he reflects on this as a positive influence on his current self-image and identity, when he says: in my family i feel powerful because out of all my cousins i am the most developed in both spanish and english. i’m the most developed in both spanish and english! the rest either speak mostly english or speak mostly spanish. by the time i left [esl classes], i was more proficient in the english language than the average student at school and since i was excelling in english because all of the drilling of practices. i was lead into honors class in english and that lead me to appreciate english even more. i came from not knowing enough to know more than the average student at school. this positive change in his use of english led nick to establish a positive image of himself and boosted his self-confidence. alba, logan, lutz and stults (2002) mention that some families recognize the advantages for being a bilingual and will work to help maintain their native language while children learn english at school. this could perhaps be a reason why some of the participants’ parents decided to use spanish at home. further, their families seem to be creating unity through their private language or perhaps maintaining authority over their children through language limitations. ready and brown-gort (2005) mention that “the latino family has a powerful influence on its members, and familial ties and loyalties probably exert an influence that is even more powerful than is typically observed in many nonlatino families” (p. 34). essentially, the participants’ parents are forcefully limiting which language their children are to use at home; it can be noted that they seem to be strict about it. consequently, during the participants’ childhood they became expert users of both spanish and english which may directly correlate with the fact that they are language teachers and also the ease and comfort they feel when using the languages. on the contrary, samuel had a somewhat different case or approach to the use of spanish at home: transnationals becoming english teachers mora, rivas, lengeling & crawford no. 10 (january june 2015) no. 10 (january june 2015) 17 with my parents, especially with my mom, i tried to speak more spanish to her because she wasn’t able to understand english that much. as to my father, he did kinda speak but the language there was mostly spanish just to make it easier for my parents. in this excerpt, a different tone can be noticed. it seems as if the decision of which language to use at home did not depend on his parents but on the participant himself. samuel seems to be taking an empathetic role with his parents in this moment of his life and as a consequence, he might find this empathetic expertise an innate ally in the classroom as a language teacher today. regarding which language was used with siblings, ivan recalls the following: “well, when she (my mother) wasn’t home and it was just me, my brother and my sister we would speak english but when she was home it was spanish.” mario mentions the following about which language he used with his siblings: on the side, you know, behind his back (referring to his father), i guess you can say like that my sister and i used english all the time. and even today we use both english and spanish. you know in one minute here we are talking in spanish and the next minute we are talking in english about the same topic. oscar recalls: with my mom, my dad, and my brothers i spoke spanish, with my older sister, and my older brother in english. they’ve been in the us for about, probably over thirty years. both mario and oscar had a specific language for different family members. this might indicate that the participants have developed and adopted different identities for different people based on their language. regarding spanish use at home, the participants were clearly limited by their parents. some of them justified why they could only speak spanish. nonetheless, it appears as though some of the participants disregarded parental rules about language whenever they saw an opportunity, particularly when speaking with siblings. it is possible that the participants were more comfortable with the use of english because they were growing up with the language and their parents were just an element that allowed them to maintain their mexican heritage through transnationals becoming english teachers mora, rivas, lengeling & crawford no. 10 (january june 2015) no. 10 (january june 2015) 18 perhaps their language. ivan questioned his mother at one point on the issue: well, we would sometimes like, i don’t know, question her about that. we would say “how come all we can speak at home is spanish and whenever we go out we have to speak english or you ask us to speak english?” and she would tell us: “no, cus i’m your mother. just do what i say.” this participant was the only one who mentioned having questioned the rule of spanish only at home; the others did not question the matter. while for some participants spanish at home was mandatory, others chose to do it in order to facilitate family affairs. moreover, the rule of spanish only at home was broken once the parents were not around which is an indication of not only the different roles they had in their house but also the different identities they were building at this time period in their lives. however, the rule of spanish at home started to take another direction when these transnationals were asked to perform a new role for the family, as language brokers, as it will be explored in the following section. language brokering all of the participants conducted language brokering in the united states starting at an early age, continuing into their adolescence and even in young adulthood in the united states. through their narratives, they recounted their experiences by mentioning difficult moments which can be recognized as communication barriers, but that indicate the beginning of their experiences as language brokers. nick recalls an episode that shows the moment when he decided that he needed to learn english in order to be accepted in the new community while in the united states. he and his mother faced a difficult moment when asking for a glass of water from an american: …she [my mother] asked me “well, since you are being educated here in the us you should at least know how to ask for a cup of water.” so that’s when she told me “ask them.” i didn’t know how to ask for water. i had not learned a lot of english so i told them. i just made signs. i pretended i had a cup in my hand and i opened my mouth and i did the action of drinking water. it’s like “me want water” and they didn’t understand. i said “ooohh.” finally they understood and they passed us, they gave us a cup of water and we went on our way. that was the first incident when i was like “oh god, i never want to be in that situation again. i have to learn english in order to communicate and just survive.” transnationals becoming english teachers mora, rivas, lengeling & crawford no. 10 (january june 2015) no. 10 (january june 2015) 19 this difficult experience influenced him to learn the language so that he would never feel embarrassed again and would get past the language barrier that he had to confront. but more importantly the link between language and social survival became evident. another participant, oscar, narrates a moment when he was asked to translate for his parents: i did it a few times, when my mom used to go to the doctor. i used to translate for her, and for my dad. i used to work with him and he didn’t know much english, so i used to translate for him and we also had a family business, and my dad had two employees, and sometimes whenever he wanted to say something, or bitch at people he would get me, “like tell this guy to…, that he’s not doing things right”. i’m like okay. in this excerpt, oscar relates two instances of language brokering, when visiting the doctor and when relaying messages to his father’s employees. of particular interest occurs in the last few words of this excerpt when he merely says: “i’m like okay.” the participant seems unaware of the importance of the role he was undertaking in his father’s business and accepts the task quite easily. perhaps he did not realize the importance of his new role within his father’s business. in greater depth, there is a reversed role where the participant takes on the role of boss of his father’s employees, thus becoming the face of his father’s business. villanueva and buriel (2010) mention that in language brokering there is a common reversed role where children often take on adult roles and have to relay potentially vital messages. it appears as though this circumstance in life has molded the participants into having an innate sense of assistance when situations that require translation (visiting the doctor and speaking to employees on behalf of the father) have taken place in their lives. in the following two excerpts we have similar situations. mario states: all the time…when we went to the doctor ‘cus when my dad had like an appointment or something he used to tell me for example: “dile al doctor que esto, dile al doctor que aquello” [“tell the doctor this, tell the doctor that”] and so…i used to help my dad a lot with that. samuel states: …when she [referring to the participant’s mother] would go to the hospital for her doctor’s appointment, at that time i was already…not a native speaker, almost, but i had enough conversation skills to keep up with the conversations as to…my brother, well he had a hard time understanding and translating so i was my mom’s translator. transnationals becoming english teachers mora, rivas, lengeling & crawford no. 10 (january june 2015) no. 10 (january june 2015) 20 mario appears to mention the task of language brokering as something he would do in a nonchalant manner similar to both oscar and samuel. furthermore, the situation of going to the doctor is mentioned repeatedly and it appears to be a critical moment which many of the participants were able to recall easily. furthermore, this incident is fundamental since it portrays a critical instance that shaped the participants identity and may have played a vital role when they chose to utilize their language abilities to make a career out of it as english language teachers. love and buriel (2007) state that language brokers often translate sensitive medical information for their parents. seemingly, such has been the case with all of the participants since they were young children. in this research, it is important to highlight their innateness in helping their parents in complex situations, whether at the doctor’s or with their parents’ employees. a salient element in utilizing children as interpreters has been pointed out; coleman (cited in morales & hanson, 2005) states that in 2002, california passed a law prohibiting the use of children as interpreters in the medical field claiming that they were too young to be handling what might potentially be sensitive and/or traumatic information. nonetheless, this happened long after the participants in this study fulfilled their obligation as language brokers in the state of california. samuel recalls a relevant moment in the following: it put me in a tough situation because i really had to understand what the doctor was saying in order for my mom to say to agree upon a surgery so it was kind of a tough situation. unlike the other participants, samuel recalls the psychological implications for him to interpret such important information. evidently, the participant was conscious of the implications of relaying incorrect information. morales and hanson (2005) state that there are a number of studies which point out that children who serve as interpreters do not necessarily feel positive about doing so and might even be affected negatively. language brokering has been a sort of transcendental factor for shaping their identity which in turn influenced not only their career choice but also who they are today as they realized the importance of the roles they were fulfilling for their families. additionally, the participants continue to fulfill this role nowadays, which they mentioned as a defining factor in their career choice, as mario mentions: transnationals becoming english teachers mora, rivas, lengeling & crawford no. 10 (january june 2015) no. 10 (january june 2015) 21 i decided to become an english teacher because i thought that was the only thing i was good at… and i wanted to help others so they didn’t experience the same as i did when i was in the states, struggling with a new language. helping my parents with the language made me realize i was patient enough to become an english teacher. for mario, helping his parents with the language was a pivotal factor in making his decision of becoming an english teacher. but also, he was exposed to a somewhat different kind of language brokering at school where mario had the opportunity to serve as an interpreter for school officials: …with the new students that came from mexico, went into the public educational system which was in middle school or high school they told me “hey mario, help us out. this student just came in and he doesn’t speak english so can you please tell him that… these are the rules that we gotta follow and this is what we have to do so”… i guess, in a way i was an interpreter or translator. in this excerpt, there appears to be an element of pride, and it seems as though once again the participant innately agrees to fulfill the role of language broker which he is already all too familiar with having done so for his family under different circumstances. this time was different since someone outside the family asked him to perform this role, as if they acknowledged his skills as bilingual speaker. moreover, after asking mario how he felt about his ability to be an interpreter he stated, “that is actually one of the reasons why i became an english teacher.” further, luis recalls his feelings towards being a language broker: when i think about those times, it made me feel proud that i was like helping my mom, number one. i was really proud of it and i think my brother was too. we were ok with it. it is quite evident that for this participant and his brother there was also a real sense of pride in their ability to fulfill the role and to help their mother or others. samuel also shares these feelings: “it was a great time for me ‘cus i did what i was expected to do at school. and i proved it by translating for my mom and she felt great.” these participants show pride when taking the role of interpreters or translators, which eventually influenced them in their career choice. having had to return to mexico to look for different alternatives in life, they may have been reminded of this satisfaction and helpfulness when they realized that transnationals becoming english teachers mora, rivas, lengeling & crawford no. 10 (january june 2015) no. 10 (january june 2015) 22 they could use their language abilities due to the level of english and the level of cultural and linguistic knowledge they had. sometimes, it was a family member who actually noticed this and encouraged the participant to pursue his studies as english teacher, as in the case of samuel: i came here [mexico] to study at the university but i didn’t know what, but then i took a year off. then i started to think, “well, the only thing that i’m good at is in school and i feel comfortable within the school.” then my aunt told me: “well, why don’t you just go to be a teacher? you were always helping your parents with english, you can help kids now.” and samuel became a teacher of english in a primary school. he acknowledges that he shares his experiences with his students when they ask him where he is from: they notice i have an accent in spanish and they immediately tell me. “teacher, you are not from here, where are you from?” and i only tell them that i lived in the states but that i’m mexican, like them, that they can learn the language as i did. another participant, luis, noticed he had linguistic superiority both in knowledge and competence at his ba program: when i started the ba for example i noticed i had an edge right away because of english. i noticed you know, i don’t want to be mean or anything or condescending or patronizing or whatever but i noticed that my english was a lot better than many of my classmates. he further stated that he wanted people to notice that, and he would participate a lot because of it and that he intentionally translated for his classmates when they did not know how to say some things. later he admits that he wanted to make a profit off of his linguistic ability by selling his assignments and help his classmates if they needed assistance with the language. eventually he stopped charging his classmates because of an article he read where students with more linguistic knowledge, competence and more target language culture were used as teacher’s aids. he mentioned that he stopped charging them and would just help his classmates. contrary to these positive feelings though, luis further recalls a feeling of being “embarrassed and ashamed” as a consequence of his mother not being able to communicate efficiently in english: transnationals becoming english teachers mora, rivas, lengeling & crawford no. 10 (january june 2015) no. 10 (january june 2015) 23 …at certain times you know…i felt…if my mom went to school for example and couldn’t speak to my friend’s moms or something i would feel embarrassed. i felt ashamed, i was like, “oh man, here comes my mom. oh man, they are going to make fun of me.” i felt a little bit of that, i mean it was ok; it wasn’t bad. it was just me, my sense of “come on, mom. you gotta learn some english woman, please. you have a job here, you know. why don’t you speak english?” and for many years i really looked down on my mom for that. in this case, the participant has very strong feelings about his mother’s inability to speak the language. at the end of the excerpt one might consider this participant to be somewhat condescending when he replies: “i really looked down on my mom for that.” however, an event changed the image he had about his mother: she’s never wanted to speak english to me, to me personally and i recently had a friend from france in my house and he speaks english and french, no spanish. i thought that i was going to translate again for my mother…but then… so i heard my mom talking to this guy [in english], this is recently and i’m like, “woah, my mom can speak english!” i mean even after 27, 28 years i didn’t know my mom’s potential! under circumstances such as the two cases just mentioned, and as morales and hanson (2005) have pointed out, the feelings of being interpreters are not always very positive. furthermore, the participants take on a superior role than that of their parents due to their language proficiency and interaction with society at a different level than other kids at the same age. this may also be a factor contributing to the participants’ identity formation which as we have seen, has taken different hues in public and private contexts through the language they have to use when speaking to parents, siblings, or others. with the comments concerning the negative feelings they have towards their parents, perhaps the participants’ identity can be seen as vulnerable. the concept of language brokering has had a great impact on the lives of the participants. many of them mentioned this as an accomplishment due to the positive impact they had on their family life. even though the participants recalled many moments which made them feel proud of their ability, some also expressed feelings of anxiety, frustration or embarrassment. this is the case with samuel who mentioned that at times it was difficult to do because of the type of information he was required to communicate. moreover, luis mentioned he looked down upon his mother which could perhaps have transnationals becoming english teachers mora, rivas, lengeling & crawford no. 10 (january june 2015) no. 10 (january june 2015) 24 had psychological repercussions in his family. it is possible that he did not see his mother as the leader of the family or role model. villanueva and buriel (2010) state that children often take on their traditional roles at home whereas in public domains they are given the role of authority which could potentially have additional “developmental challenges and stressors” (p.198). conclusions these students were placed in a situation where they were required to use language to survive. they served as a bridge for their parents socially and took a vital role in medical issues. these are all important elements in society that children normally are not asked to perform. so, it is important to understand that bilingual children experience life changing events that monolingual children may not. this makes these participants understand at an early age the power and value of language. also, they understand cultural differences because they experience a different value associated with their skills in each country. their diverse experiences and rich trajectories have shaped who they are. they take on the challenge of engaging in an identity struggle between their american self and their rooted mexican one often falling into a “grey zone” which is in the middle of both and which constantly shifts from one to the other depending on who they are with. participants then start to build bridges in order to connect their past experiences and their current situations, going back and forth between their american and mexican identities, forming a new identity that enables them to become professionals. the way the participants use languages as cultural and linguistic capital in their personal and family life plays a direct impact of their identity formation for their future. these young people have found themselves in a ba program where they can make more sense of who they are and their language and cultural skills give them a plus in their process of becoming language teachers in mexico. in essence, their identity development involves a stage where they exchange their brokering skills for teaching skills, creating a stepping stone for the creation of their professional identity that will always be founded in their childhood skills. transnationals becoming english teachers mora, rivas, lengeling & crawford no. 10 (january june 2015) no. 10 (january june 2015) 25 references alba, r., logan, j., lutz, a. & stults, b. 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(2000). migrantes internacionales de méxico a estados unidos: hacia la creación de políticas educativas binacionales. in r. tuirán, (ed.). migración méxico-estados: opciones de política, méxico: consejo nacional de población/ secretaría de relaciones exteriores, pp. 299-334. transnationals becoming english teachers mora, rivas, lengeling & crawford no. 10 (january june 2015) no. 10 (january june 2015) 28 authors *irasema mora pablo is a full-time teacher at university of guanajuato, mexico, in the language department and currently coordinates the ma in applied linguistics in english language teaching. she holds a phd in applied linguistics, university of kent, uk. her areas of interest are bilingualism, latino studies, and identity formation. *leonardo arturo rivas rivas holds a ba tesol degree from the university of guanajuato. he has been an english instructor and trainer for eight years. currently he is the head of the english department at unam’s extension san miguel de allende. his research areas include identity and transnationalism. *m. martha lengeling holds a phd in language studies by the university of kent, uk, and is currently a full-time teacher at the university of guanajuato, mexico. her areas of interest are teacher development and socialization as well as identity formation of teachers. *troy crawford holds a phd in language studies by the university of kent, uk, and is currently a full-time teacher at the university of guanajuato, mexico. his areas of interest are second language writing and identity. transnationals becoming english teachers no. 10 (january june 2015) no. 10 (january june 2015) factors that de-motivate efl students’ participation at a school of languages in the state of veracruz, mexico1 factores que desmotivan la participación en clase de los alumnos de inglés como lengua extranjera en una escuela de idiomas diana iveth sánchez-hernández, enrique vez-lópez, and yeraldi garcía-barrios2* universidad veracruzana, mexico 1 received: june 25th 2020/ accepted: may 21st 2021 2 diasahe2050@gmail.com; visio_ves@yahoo.com.mx; yeraldigarcia56@gmail.com gist education and learning research journal. issn 1692-5777. no. 22 (january june, 2021). pp. 147-172. socioemotional learning in primary school 148 no. 22 abstract the goal of this small-scale qualitative study was to investigate the reasons and factors that may demotivate a group of university efl students from participating in class, in the context of a school of language in the central part of the state of veracruz in mexico. while previous studies conducted, in this same setting, have focused on factors that affect classroom participation in general, this study involved interviews and observations to gain a comprehensive overview of the demotivating factors that impact these efl students’ participation levels in terms of oral production. the study focuses on the participation habits of the interviewed students, their perceptions of the factors that may inhibit them, that discourage them from participating fully in class, and that affect learning. the findings suggest that the participants’ perceptions of what participation means, and their self-esteem and confidence affect their level of involvement. they also indicate that the teacher’s role is an important variable in why students decide to remain silent. key words: class participation, demotivation factors, efl, students’ perceptions. resumen el objetivo de este estudio de corte cualitativo fue las razones y los factores que pudieran desalentar la participación, dentro del salón de clases, de un grupo de estudiantes de una licenciatura en inglés como lengua extranjera, ofertada en el estado de veracruz, méxico. mientras que estudios previos, en este mismo contexto, se han enfocado en los factores que afectan la participación en clase en general, este estudio involucró entrevistas y observaciones para obtener una visión amplia de los factores que impactan los niveles de participación, en términos de producción oral de este grupo de estudiantes de inglés. este estudio se enfoca en los hábitos de participación de los estudiantes y sus percepciones de los factores que pudieran inhibirla, que desmotivan a los involucrados para participar ampliamente en clase, así como sus posibles efectos en el aprendizaje. los datos sugieren que la percepción de lo que los entrevistados entienden por participación, así como su nivel de autoestima y de confianza afectan su nivel de involucramiento. los resultados también indican que el papel de los profesores es una variable importante por la cual los estudiantes deciden permanecer en silencio. palabras clave: factores desmotivadores, inglés como lengua extranjera, participación en clase, percepciones de estudiantes. demotivation in efl students’ pariticipation vez-lopez, sanchez hernandez, & garcia barrios 149 no. 22 demotivation in efl students’ pariticipation vez-lopez, sanchez hernandez, & garcia barrios resumo o objetivo deste estudo de corte qualitativo foi descobrir a natureza dos fatores que puderam desanimar a participação, dentro da sala de aulas, de estudantes de uma licenciatura de inglês como língua estrangeira em veracruz, méxico.  enquanto os estudos prévios se enfocaram nos fatores que afetam a participação em sala de aula em geral, este estudo envolveu entrevistas a profundidade e observações para obter uma visão ampla dos fatores que impactam os níveis de participação de estudantes de inglês. este estudo se enfoca nos hábitos de participação dos estudantes e as suas percepções dos fatores que pudessem inibi-la, que desmotivam os participantes para participar amplamente em aula, assim como os seus possíveis efeitos negativos na palavra. os dados sugerem que a percepção de participação dos entrevistados e seu nível de autoestima e de confiança afetam seu nível de participação. os resultados também indicam que o papel dos professores é uma variável importante pela qual os estudantes decidem permanecer em silêncio. palavras chave: falta de motivação; estudantes de inglês; participação; percepções; fatores de participação; autoestima; confiança 150 no. 22 introduction t he urge to carry out this study stems, on the one hand, from our teaching experience, and on the other, from conversations with students who were notoriously shy in terms of class participation, as they seldom, if ever, contributed anything at all: an opinion, a comment, an answer to the teacher’s questions, et cetera, in the course of a class. it must be highlighted that is a recurring problem, as in every class, every semester, there is a considerable number of students who choose to remain silent in class, while the burden, so to speak, of class participation is borne by a limited number of their classmates. this can often cause frustration and disappointment in many of my colleagues, as their efforts to create a highly participative environment in class do not seem to bear fruit. in addition, when confronted when their low involvement in class, most of our students’ reactions to attempts to find out what prevents them from participating in class have consisted in vague, elusive answers that can be summarized as “it’s just that i don’t like speaking in class”. in view of this, we decided to run a full, small-scale research study, within the context of a specific school of languages, where class interaction could be observed and the students could be interviewed, to try to discover the reasons behind poor motivation to participate in class. our hypothesis was that this might be a multifactorial phenomenon that could involve the students’ attitudes and believes as well as the teachers’ class management. thus, we set out to design a study to collect data to prove or disprove the accurateness of our assumptions. however, the first step was to clarify the meaning of participation, which wenger (1998) defines as “a process of taking part in something and […] the relations with others that reflect the process. a complex process that combines doing, talking, feeling, and belonging” (p. 55). becoming involved in something; that is, participating, helps people to learn about many things by sharing their perspectives and learning from others (reid, jensen, nickel & simovska, 2008). consequently, participation is assumed to be a beneficial part of any learning process. for example, smith (1977) defines participation as the students’ act of making questions and comments; it helps them to explore their own knowledge, develop thinking skills, and enhances their intellectual development. in particular, in the case of efl learning, participation is a means by which students can express their interest in the topic, and practice their learning abilities, as well as their writing, listening, and speaking skills (czekanski & wolf, 2013). furthermore, shindler (2003) points out that there is a bond between students’ development and classroom participation, where classroom participation helps them to keep to their task and engage in cooperative work. demotivation in efl students’ pariticipation vez-lopez, sanchez hernandez, & garcia barrios 151 no. 22 nevertheless, classroom participation often seems to be a challenging task. despite being aware of the importance of participation, many students choose to be silent in class. participation is not only constructed by students’ knowledge and skills; it also depends on other important factors such as the teacher’s attitude, the classroom environment, and the students’ interests, personality, skills, and motivation (murray & lang, 1997). there are factors, however, that might discourage learners from achieving the goal of learning a foreign language. a closer inspection of these factors may help to understand what causes students’ limited or active participation. this inquiry focused on analyzing the various factors that may de-motivate learners to participate in an intermediate efl classroom. the purpose of the study was to investigate the factors that may demotivate students’ classroom participation by exploring learners’ perceptions. these questions were posed: what is the nature de-motivation to participate in the efl classroom in a group of intermediate english level students? why do some students rarely participate in class, while others frequently do so? why is it difficult for some students to participate in class? literature review participation can be seen in different ways by different teachers and students. for the purpose of this paper, it must be understood as either short exchanges between students and teachers, or between students and students, or a long conversation in a pair working activity (allwright, allwright, & bailey, 1991). it must be highlighted that classroom participation refers to the students’ active classroom involvement, which in some cases, can influence the teacher’s grading scheme. in other words, participation can be viewed as an integral part of the evaluation process (petress, 2006). it can also be considered as proof of an engagement with the teacher, their classmates and active involvement with the content of the lesson (petress, 2006; mustaphaa, suryani, rahmanb, & yunusc, 2010). according to petress (2006), “class participation is composed of three evaluative dimensions: quantity, dependability, and quality” (p. 1). the quantity dimension refers to the opportunities each student has to express their ideas and opinions as evidence of their awareness regarding class discussion. dependability is defined as the relevant and constructive contributions of students when appropriate. quality participation denotes the regular interaction in class during which students demonstrate evidence demotivation in efl students’ pariticipation vez-lopez, sanchez hernandez, & garcia barrios 152 no. 22 of their awareness concerning the topic of discussion. these three dimensions have the same purpose, but they may have a different weighting in different moments of the class (petress, 2006). one of the benefits of participation in efl settings, and more specially, in the context of this study, is that students who are active participants have the opportunity to practice the target language. i agree with the view that students’ improvement in the language learning process is reflected in what students can say in the target language, as opposed to what they want to say (swain, 1985). in addition, there is substantial evidence to support the notion that teachers and peers’ feedback during or after their participation gives students the opportunity to be corrected and achieve their goal of speaking the language (czekanski & wolf, 2010; rocca, 2010). additionally, students take responsibility for their learning when they are encouraged to participate in classroom tasks (mohd, noor, & maizatul, 2012). thus, it can be safely argued that learners develop their communicative and analytical presentation skills through their interactions with peers and teachers. as a group, they develop their collaborative and team-working skills (ho, 2007). as teachers. it is necessary to bear in mind that, in order to promote active participation, a safe environment is a continuous process that should begin from the first day of classes (michael & modell, 2003). maintaining a positive and secure environment promotes positive teacher-student interactions; it engages appropriate students’ behavior, classroom management, and active classroom participation (reifman, 2008). the physical environment can be defined as the students’ learning space that facilitates the learners’ movement, activities development, and fluency of active learning (scarlett, 2015; hue & li, 2008). “the physical space in the classroom stimulates and facilitates students’ use of the target language they have previously been introduced to and practiced with the teacher” (robinson & kang, as cited in schwartz, 2018, p.7). according to michael and modell (2003) “students will not participate in an active learning environment if they do not feel safe doing so” (p. 68). a safe place to learn encourages students to generate and share ideas during class discussion, teamwork, and individual tasks (shepherd & linn, 2015). the effective use of physical space, where students spend most of their learning time, has a significant effect on their classroom participation. (hue & li, 2008; crawford, 2004). the size of a group also matters. in a classroom with fewer students, they are likely to have more opportunities for significant participation than those in other classrooms with many students (allwright et al., 1991; tode, 2008; howard, geller, rubin, & nodvin, 2006). in contrast, a large group of students inhibits classroom participation, as they are aware of the time for, and the quality of, their contributions. students might feel concerned that there are no significant opportunities for classroom participation and teacher’s feedback (edwards & liu, 2008).teachers’ practice, attitudes, and motivation demotivation in efl students’ pariticipation vez-lopez, sanchez hernandez, & garcia barrios 153 no. 22 as fritschner (2000) points out, the teacher’s attitude is an important factor in students’ motivation and involvement in the lesson. some teachers might encourage students to feel enthusiastic about learning a new language, whereas others might succeed in making students think negatively (aulls, 2004). therefore, one of the necessary roles of the teacher is to encourage students to develop the use of the target language in the classroom (fritschner, 2000). the extent to which they motivate or do not motivate may influence or affect students when making decisions about whether or not to share their ideas and opinions (hennessy & warwick, 2013; allwright et al., 1991). it is true that many teachers may have difficulties in the way they teach and approach course content organization (peterson, 2001). ho (2007) claims that “traditional methods have an impact on the way language lessons are developed […] most of the classes are very bond to the teacher-centered classroom and minimal participation” (p. 7). several researchers stress that a language lesson designed to be relevant in learners’ discussions and interaction helps them to develop their communicative skills (ho, 2007; rocca, 2010). in addition, the clearer the definition and reason to participate, the more meaningful the participation will be (allwright et al., 1991). another important aspect is the time the teacher allows for participation. students might want to participate, but sometimes the teacher does not plan for enough time for the students to speak up (czekanski & wolf, 2010). if participation is part of the evaluating schema or assessment of learning, teachers must let students know that participation is an important component of their grades, and thus, they must be given more time than usual (rocca, 2010; zacharias, 2014; mustaphaa, et al, 2010). finally, feedback can be a meaningful process of interaction and dialogue between the teacher and the student (reifman, 2008). multiple sources and types of feedback allow students to develop their ability to monitor and evaluate their own learning and behavior, as well as become more independent of their teachers (reifman, 2008). mckeachie and svinicki (2011) claim that “feedback must be geared to strengthening the students’ ability to judge the quality of their own work” (p. 114). feedback benefits students when they receive it and when they have the chance to generate their own feedback while producing an assignment (mckeachie & svinicki, 2011). in sum, the adequate use of feedback in the classroom can make students’ feel valued and boost their self-esteem and confidence (reifman, 2008). students’ learning styles teachers sometimes ask students to participate when they do not know their needs (mustaphaa, et al 2010). a visual centered activity might not have the same impact on a kinesthetic student as on a visual student, consequently, their amount of participation will be different (allwright et al., 1991). in addition, some students choose to be demotivation in efl students’ pariticipation vez-lopez, sanchez hernandez, & garcia barrios 154 no. 22 passive participants because they think they learn more by listening and keeping quiet. however, they are paying attention to the class by using strategies such as taking notes (mustaphaa, et al, 2010; zacharias, 2014). therefore, a mixture of instructional activities for all learning styles is recommendable to give students the opportunity to demonstrate their abilities and provide quality participation (mustaphaa, et al 2010). a student’s personality is another significant aspect. passive participants tend to be shy, have low self-esteem, or suffer from anxiety (tatar, 2005). any combination of these characteristics may make students less likely to contribute to in-class group discussions and participate voluntarily (rollins, 2014; grossman, 2004; allwright et al., 1991). attitudes towards the class, the teacher, or classmates can impact students’ decisions to participate in activities or interact (reifman, 2008). students might express a negative attitude towards participation if they have had unpleasant experiences such as forced participation or negative criticism from peers (allwright et al., 1991). then again, if students believe that their contributions to the lesson help them to gain knowledge and confidence in speaking the language, they will be more likely to participate and appreciate being corrected by their teachers (tatar, 2005). if students have a positive perception of participation, they are also more likely to contribute to the class (hill, 2007). students’ motivation to learn a new language matters because it influences how and if students achieve their goal in language learning (allwright et al., 1990). according to research on motivation by clement, gardner, and smythe (1977) in canada, learners who receive encouragement, tend to be much more active in class, volunteer more, and provide more responses that are correct. when the teacher shows students that their contributions and ideas are important for the class and their learning process, the probability of the students’ positive response to every activity, including class participation, increases (madrid & pérez, 2001; mohd, noor, & maizatul, 2012). negative peer pressure inhibits students’ confidence in participation and lowers learners’ motivation level (tatar, 2005). certain learners may feel embarrassed because of their peers’ reactions, which can change considerably the level of their class participation. even if students have the appropriate english level, they may be afraid of peers’ reaction to an incorrect answer or imperfect pronunciation (aulls, 2004). in spite of having the required oral skills, they may find it difficult to produce the language if they have had prior unpleasant experience (rollins, 2014). while some students do not pay attention to criticisms from their classmates, others may have a difficult time while reading aloud or sharing an idea (grossman, 2004). to sum up, a poorly managed class, combined with the students’ personal fears and feelings often makes students avoid participation because of negative past experiences associated with participation (rocca, 2010). the fear of failing or making mistakes can make students feel anxious, which inhibits students’ ability to use and develop their communicative skills in the target language (aulls, 2004; allwright et al., 1991). demotivation in efl students’ pariticipation vez-lopez, sanchez hernandez, & garcia barrios 155 no. 22 methodology the research approach used in this inquiry was of a qualitative nature. the aim of this case study was to collect data on a topic of interest to come up with an explanation to an observed phenomenon. this facilitated understanding regarding the connection between the problems or issues and the participants by exploring their personal background and prior experiences (denzin & lincoln, 1998; creswell, 2014). the data were collected by observing the setting and making an interpretation of the meaning of the data (denzin & lincoln, 1998; creswell, 2014; hartas, 2010). this was done by sitting in classes and observing: a) whether teachers demanded participation from their students; b) whether they participated voluntarily; and c) how often and for how long this happened. then, the data from the observations was triangulated with input from the interviews and the field notes. the aim was to gather information that would answer the main research question by understanding the setting, and the perceptions of a representative sample of participants (yin, 2012; mertens, 2005). the data collection methods helped us to understand the problem and gain answers to the research questions. the selection of the methods was based on the nature of the issues and objectives (creswell, 2014; hartas, 2010). the particular methods used in this qualitative inquiry were non-participant observations, semi-structured interviews, and field notes. the type of non-participant observation carried out for this study required attending sitting in a classroom and observing the many aspects of the classroom context such as the environment, the teacher, the student, activities, and interactions. this allowed for a firsthand encounter with the social reality of classroom participation and the efl students without being part of it. for the interviews, we talked openly with the participants about the topic using specific questions which were relevant to the objectives of the research: the perspective of students on classroom participation and what is needed to motivate students to participate. these semi-structured interviews were flexible and the order of the questions changed while the interview developed (kanazawa, 2018). even though some of the questions were somewhat spontaneous, they were connected with the topic. as for the field notes, they were written down on the same observation sheets used as a guide. these notes helped to describe what we heard and saw to create data. an advantage of this method was that it allowed me to write down a considerable amount of information collected during the classroom observation. we observed the many aspects of the classroom context such as the environment, the teacher, the student, activities, and interactions. we used an observation sheet containing the categories and objectives of the inquiry (hayward, 2000), which facilitated the emergence of data in answer to the main research question (merriam & tisdell, 2015). five two-hour long observations—at different times and days—were demotivation in efl students’ pariticipation vez-lopez, sanchez hernandez, & garcia barrios 156 no. 22 carried out over a period of three weeks in the middle of the semester. they focused on the students and the teacher. notes were made of what was happening in relation to the participants and the activities, i.e., teacher’s actions and responses, and students actions and responses. semi-structured interviews were used to explore the participants’ perceptions and their realities, as well as capture their concepts regarding the chosen topic. the interviews were of an informal nature in order to focus on the specifics of the conversation (schuh & associates, 2009; kanazawa, 2018; raworth, sweetman, narayan, rowlands, & hopkins, 2012). the interview consisted of 12 open-ended questions that explored the participants’ perceptions of classroom participation, the difficulties they face in the classroom regarding participation, and the frequency of voluntary and non-voluntary participation in the classroom. field notes were also taken down to account for details and document characteristics of the social setting (merriam & tisdell, 2015; bailey, 2007). bailey (2007, p.113) claims that “field notes serve as the repository for the important and even not-soimportant data of field research”. as stated above, these notes focused on the teacher’s actions and responses: demands on students to participate, specific amount of time for classroom participation, clarification before participation, feedback during/and/ or after participation, kind of feedback provided, and encouragement to participate. they also focused on the students’ actions and responses: frequency of participation, active contributions of the students’ points of view and ideas to class discussions, self-initiated participation, focus and interest, cooperativeness and responsiveness, nervousness or reluctance to participate, response to feedback, and disruption and interruptions. the data analysis process sought situational perspectives to understand the personal experiences of participants (davies & hughes, 2014). an open coding system was used. we classified the findings in order to give them a label that represented the phenomenon (mertens, 2005). we integrated categories and subcategories such as behavior, meanings, and participation. there were four categories: 1) the students’ perceptions regarding classroom participation; 2) difficulty on the part of some students to participate in class; and 3) reasons why some students rarely participate while others frequently do so. the subcategories had to do with the questions the interviewees were asked. then, we put together the data after sorting them out in the open coding. finally, we chose each category and related it to another to proceed to a more theoretical level of analysis (allen, 2017; urquhart, 2013). constant comparison of data was a fundamental procedure. coding procedures were used as an analytical technique to examine and link the categories found in the data (charmaz, 2014; allen, 2017). this research study was carried out at a public university in veracruz, mexico. a six-level series of english books are used to cover six english courses that are demotivation in efl students’ pariticipation vez-lopez, sanchez hernandez, & garcia barrios 157 no. 22 part of the program. by the end of the last level, students must demonstrate a sound command of english. all professors must include some form of participation as part of their students’ final grade. as a matter of school policy, participation accounts for 10% of the students’ grades. however, expectations regarding the quality of students’ participation, as well as the ways to encourage them to participate are rather vague. as for the participants, there were 21 male and female participants; their ages ranging between 19 and 23. they were a group of undergraduate students enrolled in the intermediate english course of a ba in english language. purposive sampling strategy was used in this inquiry as it was considered that a certain population would be able to provide rich information and data to analyze (braun & clarke, 2013). four participants were selected for the interviews. their points of view as expressed in the interviews were analyzed to attempt to discover the meaning of their experience. all the participants gave their consent to participate and to use the information for investigation purposes. pseudonyms were used instead of their real names to safeguard confidentiality and anonymity. findings and discussion before discussing the de-motivational factors that influence students’ classroom participation, it is important to know how students define their participation. according to the participants, sharing their opinions, ideas, comments, stories, and knowledge with teachers and peers are ways of being participative in class. they stated that in their english language class, they could transfer their knowledge and apply what they knew by using their speaking skills in the classroom. they added that participation helps them to analyze their mistakes in their spoken english since class participation is mainly based on oral communication. harry (pseudonyms are used instead of real names) one of the participants, defined participation as follows: to share with others and the teacher your knowledge or the knowledge that you are acquiring, your opinion, your point of view. harry pointed out that participation also involves asking the teacher questions and answering when it is the teachers who ask the students questions. he indicated that verbal interaction between the teacher and the students—which includes listening, responding, making contributions, and sharing stories and experiences— are ways for the students to participate and become involved in the learning process. the above echoes swain’s (1985) claim that participation may demonstrate students’ target language competence and their level of confidence when they speak the language. since participation is defined as the act of offering comments in class, raising questions, and expressing their interest in the topic (smith, 1977), it may be argued demotivation in efl students’ pariticipation vez-lopez, sanchez hernandez, & garcia barrios 158 no. 22 that it helps students to explore their knowledge and their skills, and thus, improve their development. in the following extract, emma, another student interviewed, described one of these benefits: i think that participation is important because the teacher could be aware of our strengths and weaknesses, as well as correct our pronunciation mistakes. emma highlighted that participation leads to important constructive and effective feedback that helps students to be aware of their learning process. this extract resonates with reifman (2008), who states that feedback helps to empower learners to be judges of their own academic progress and achievement. another participant, ronald, pointed out that classroom participation is mostly seen as a way to improve the students’ speaking skills. he added he believed that oral participation in the classroom was important in the learning process of any language. as he explained: most people do not practice at home; the only place where they can do so is here, at school. […] if you do not participate, you cannot improve. in addition, the participants seemed to believe that classroom participation in their english course helps them to improve their speaking skills and develop their knowledge. they consider that their participation in their english lessons helps them to talk more and be less afraid to share their opinions in future lessons. most of the interviewees agreed that participation does not follow a particular pattern. they simply participate more actively when they are interested in the content being discussed. another participant, mary, shared: there are topics that make me speak easily, and when those topics are interesting to me, i research more about them, and then i speak more. one more issue that emerged was that even though many students appear to understand the benefits of participating in the classroom, there are factors that may demotivate their participation and may cause them to experience negative feelings during the process of learning a foreign language. it was noticed that some students seemed to regard participation as one of the tasks they are responsible for when learning. others seemed to believe they had the right to remain silent if they preferred. these views were confirmed in the interviews. emma, who is of this mind, explained: i am one of those people who observe and learn. i do not like being participative, i prefer to keep quiet and observe everything around me. demotivation in efl students’ pariticipation vez-lopez, sanchez hernandez, & garcia barrios 159 no. 22 thus, it may be argued that students who are listeners seem to avoid oral participation because they think they learn more by listening (mustaphaa, et al. 2010). it was also noticed that the teacher had to ask for volunteers because nobody wanted to participate. emma remarked: he asks us to participate but nobody complies, so he decides to ask someone questions. dominic, one of the talkative ones, explained: the teacher has to force us to participate in a certain way because, well, we are few students who sometimes decide to participate. some students seemed to understand the importance of participation but did not complete some of the homework activities that were part of the class participation. harry, for example, who often failed to do his homework, which caused him to feel frustrated by the awareness that he was being irresponsible, explained: sometimes i feel frustrated but it is my fault because most of the time, in this particular situation, i cannot participate because i do not do the activities from the workbook. it would seem, therefore, that their choices as well as their perceptions influence their decision to participate. they are willing to participate if they believe it is their role in the learning process; if not, they remain silent. when learning a foreign language, a student’s journey might be stressful owing to their fear of making mistakes, of not contributing to the class, or even of failing. for example, molly stated: i do not see the point in participating because nothing i say is relevant. so, i rather remain silent. these negative feelings and personal fears, often associated with negative past experiences which may make students avoid participation, are also highlighted by allwright et al. (1991). feeling anxious, stressed, or having a very low level of selfconfidence appear to be some of the reasons that make students unable to use the target language and participate in the classroom (tatar, 2005). harry mentioned what he feels when he participates: well, i feel somewhat nervous, i cannot think straight and i do not know what to say. i do not know how to answer or maybe i do, but at that time, my anxiety makes me feel confused. this lack of self-confidence and nervousness may result in less or no participation at all in their english class. this also appears to happen to students who like or want demotivation in efl students’ pariticipation vez-lopez, sanchez hernandez, & garcia barrios 160 no. 22 to participate but do not want to be corrected in front of their classmates. as mary mentions: i mean, i like to participate but i would rather not do it since i speak very softly. when it happens, it is like “we cannot hear you”. then, i panic. this extract brings to mind allwright et al. (1991), who state that passive participants tend to be shy, have low self-esteem, or suffer from anxiety. the teacher’s strategies. the importance of the teacher’s role in fostering interaction and participation in l2 class is well documented in the literature. in this study, the students highlighted how the teacher’s attitudes, the teacher’s strategies to call on participants, and their ability to motivate their students, affects classroom participation. molly mentioned that she did not understand the way the teacher demanded participation from the students. she claimed that she did not understand when she was supposed to raise her hand and talk. she said that when she had tried to contribute something to the lesson, the teacher had not paid her any attention. therefore, as the teacher never asked her to participate, she decided to remain silent because: i know the teacher is going to choose the same people. she also seems to think that this might happen because the teacher likes some students more than others, which affects her interest negatively. i lost the interest to participate, now that i know that he is going to ask the same students. so, i do not see the point in participating if he is not going to ask me. i already lost my interest. if the teacher does not show the students that their contributions and ideas are important for the class and their learning process, the probability of students’ negative response to activities, including class participation, may increase (peterson, 2001). in their interviews, the majority of the students claimed that motivation was important in their decision to participate. they showed a tendency to perceive the teacher as the most important part of the interaction inside the classroom. they also seemed to consider the teacher as the source of authority, responsible for generating an adequate learning process (fritschner, 2000). as dominic mentioned: i really believe that he motivates us or gives us that boost to participate and make us be more participative in class. he says, “come on, let’s talk, that is what this class is for. don’t be afraid to make mistakes”. demotivation in efl students’ pariticipation vez-lopez, sanchez hernandez, & garcia barrios 161 no. 22 however, during the interviews, a contrast in students’ responses was noticed. some of them were of the opinion that the teacher did not motivate them in the class— that she only asked them to participate—and that, sometimes, she only focused on those who did not talk much. harry explained: in this subject, i think that she only said “you! answer!” and you have to do it. i think that she knows who is always distracted, and she is always pushing them. this perception seems to be supported by another student’s comment, emma, who mentioned that owing to the teacher’s negative attitude, she became uninterested in the class and was often distracted with her cellphone. i think that sometimes when the teacher gets annoyed, she has a rude attitude. so, most of the time, when we have to participate, i’d rather take out my cellphone. this echoes aulls (2004) who claims that participation has emotional consequences. aulls (2004) states that students are more active participants when they are encouraged, but rather passive when the teachers are not very interested in the students’ opinions or ideas, which in turn, leads to negative emotions. in other words, when students feel motivated by the teacher, their level of self-confidence may improve, which in turn may make them less afraid to talk in the classroom. demotivation in efl students’ pariticipation vez-lopez, sanchez hernandez, & garcia barrios 162 no. 22 conclusion the present study indicates that all the participants shared common views on participation. some conclusions that can be drawn from the data analysis and interpretation is that a) the students’ perceptions regarding classroom participation and their idea of who should be in charge of their participation were the first problems discovered; b) most of the participants were not sure about whether or not to participate; they preferred that their teacher choose who to respond to questions; c) as for their perceptions of the classroom participation process, the participants mentioned that they were more likely to participate if the teacher first motivated them. nevertheless, neither highly nor poorly motivated students showed a strong tendency towards choosing to participate in class. in other words, it was found that, although the teacher motivated them, this did not ensure the students’ participation in the classroom, and thus, it can be argued that, in this case, motivation alone might not guarantee student participation. another important finding of this study was there were emotional factors such as frustration, nervousness, lack of interest, stage fear, and anxiety, that affected classroom participation. these emotional factors impact the students’ self-esteem and self-confidence. students are often afraid to participate because they are nervous, or because they think that their contributions to the lesson are not good enough, which makes them feel uncomfortable and inhibits participation. finally, the impact of the teacher is very important. according to the observations and interviews, the teacher’s attitudes, motivation, and strategies have an effect on the students’ interest in participating and on the involvement of each student in the classroom. most participants indicated that they are more inclined to participate in the classroom when they know their teacher is supportive, open to ideas, and will not criticize them. raised awareness of issues concerning limited participation in class may help teachers to plan ways to encourage passive or shy students to participate actively in class. for instance, the teacher can stimulate students to share stories, debate relevant current topics, prepare and make short presentations, discuss videos, and discuss news events, among other things. recognition of the importance of participation may also stimulate teachers to adopt various strategies to create a favorable learning environment with more interactive and stimulating classroom activities. as an example of these strategies, we can mention the following: identifying and being respectful of students’ learning strategies (they might learn better by being quiet and listening), recognizing students’ feeling and being empathetic, acknowledging students’, strengths and weaknesses, encouraging students to take risks, fostering a relaxed, non-threatening atmosphere, giving every students the opportunity to make a contribution to the class, and letting them know that their participation is expected and welcome. demotivation in efl students’ pariticipation vez-lopez, sanchez hernandez, & garcia barrios 163 no. 22 limitations and suggestions for further research this was a small-scale study. thus, its main limitation was that only a small group of students was interviewed. it must be highlighted that our findings and conclusions are limited to the viewpoints and perceptions of the group of students that participated in this study and cannot be generalized to other contexts. it would be interesting to explore the experiences of students who are studying the same english level or diverse levels in order to determine if the english level itself, or some other factors, influence the students’ lack of participation. this might provide a more comprehensive picture of the factors that influence classroom participation. demotivation in efl students’ pariticipation vez-lopez, sanchez hernandez, & garcia barrios 164 no. 22 references allen, m. 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(2013). grounded theory for qualitative research: a practical guide. city road, sage publications. wenger, e. (1998). communities of practice: learning, meaning, and identity. cambridge university press. yin. r. (2012). applications of case study research. sage publications. zacharias, n.t. (2014). second language teacher contributions to student classroom participation: a narrative study of indonesian learners. eftworldonline, 6(1), 1-15. http://blog.nus.edu.sg/eltwo/?p=4358. demotivation in efl students’ pariticipation vez-lopez, sanchez hernandez, & garcia barrios 168 no. 22 authors *diana iveth sánchez hernández is a part-time professor at the school of languages of the university of veracruz. she holds a b.a. degree in english language and an m.a. degree in teaching english as a foreign language, both awarded by the university of veracruz. currently, she is an advanced student of the ph.d. degree program in language studies and applied linguistics from the university of veracruz and is working on her doctoral thesis. among her interests are topics related to english teaching and learning processes, and language and identity. orcid: https://orcid.org/0000-0002-1426-5814 enrique vez lópez is a full-time professor at the school of languages of the university of veracruz. he holds a b.a. degree in english language and a specialization degree in english language teaching, both awarded by the university of veracruz, an m.a. degree in education awarded by eastern mennonite university, harrisonburg, virginia, usa, and a ph.d. in language studies awarded by the university of veracruz. among his published work feature papers related to english teaching and learning processes, language and culture, and language death. orcid: https://orcid.org/0000-0003-1117-5386 yeraldi garcía barrios is an english teacher at private school in xalapa, veracruz. she holds a b.a. degree in english language. among her interests are carrying further into teaching english as a foreign language and teaching spanish to foreign students and furthering her education in this field. orcid: https://orcid.org/0000-0001-8008-6120 demotivation in efl students’ pariticipation vez-lopez, sanchez hernandez, & garcia barrios 169 no. 22 appendix semi-structured interview guide length: 15-25 minutes m f age: brief interviewer’s introduction, and explanation of the purpose of the interview. once the participant feels comfortable, invite interviewee to briefly introduce him/ herself. prepare the gadget for recording, and then continue with the next questions: objective: to know students’ perceptions regarding classroom participation 1. can you explain in your own words what classroom participation is? can you give an example? 2. what do you think about participation? what are the benefits? 3. describe how participation is developed in your classroom. 4. how does your teacher call on students to participate in your classroom? does your teacher give a specific amount of time for classroom participation? does your teacher motivate students to participate? if so, how? can you give an example of that? why is it difficult for some students to participate in class? 5. does the teacher make the topic clear before asking for participation? how? 6. does the teacher give feedback during or after participation? how? 7. how does receiving feedback make you feel? can you give an example? 8. how would you prefer the teacher to give you feedback: written, oral, personal, general, to correct all your mistakes on the spot, not to correct all your mistakes? demotivation in efl students’ pariticipation vez-lopez, sanchez hernandez, & garcia barrios 170 no. 22 why do some students rarely participate in class, while others frequently do so? 9. how often do you participate? 10. how often do you participate in the classroom if not called on? is it easy or difficult for you? 11. how do you feel when you are asked to participate? do you feel comfortable? why or why not? 12. tell me about a time when you had to participate, but you didn’t want to. what were you asked to do? how did you feel? did you feel anxious or nervous? why or why not? why do you think you felt like that? 13. tell me about a time when you wanted to participate, but you could not do it. what were you asked to do? how did you feel? did it affect your interest in participation during the rest of the class? why or why not? *note: additional follow-up questions were asked, as appropriate, with each participant. demotivation in efl students’ pariticipation vez-lopez, sanchez hernandez, & garcia barrios 171 no. 22 observation sheet specific questions: 1. why is it difficult for some students to participate in class? 2. why do some students rarely participate in class, while others frequently do? date observation #: teacher: no. boys: no. girls: classroom sitting arrangement activity teacher’s actions and responses additional field notes how often does teacher call on students to participate in the classroom. specific amount of time for classroom participation. the teacher makes the topic clear before asking for participation. the teacher gives feedback during and/or after participation. what kind of feedback does the teacher employ? the teacher encourages students to give their opinions about the topic how often do students participate? do students actively participate in class activities and discussions? do students provide useful ideas when participating in classroom discussion? demotivation in efl students’ pariticipation vez-lopez, sanchez hernandez, & garcia barrios activity teacher’s actions and responses additional field notes student initiates contribution and asks for input and/or feedback. students are focused and interested. students are cooperative and responsive. students seem nervous or reluctant to participate. how do students respond to feedback? how often do students participate if not called on? students refuse to participate. students often disrupt or discourage others’ attempts to participate. 172 no. 21 demotivation in efl students’ pariticipation how to reference this article: sánchez-hernández, d. i., vez lópez, e., & garcíabarrios, y. (2021). factors that de-motivate efl students’ class participation at a school of languages. gist – education and learning research journal, 22(1), 147-172. https://doi. org/10.26817/16925777.860 5 no. 11 (july december 2015) no. 11 (july december 2015) editorial josephine taylor* in this issue of gist, as in recent issues, the editorial committee has chosen to publish a few studies on topics of great interest to local teachers in bilingual and other schools in bogotá. these issues may not coincide directly with the editorial focus of gist as they do not treat bilingual or language education per se. they do, however, represent the research interests of teachers enrolled in unica’s postgraduate program in bilingual education. these young teacher-researchers work at both public and private, elite and charity schools. their research interests stem from their daily teaching experience, which is much like that of teachers around the world. in the past two years, gist has published a number of these studies as a diversion from its main publication aim, but in the interest of pointing to the importance of treating local research interests and concerns. by far, the majority of the research projects in the program deal with non-cognitive issues in the classroom: behavior, motivation, self-regulation, executive function, attention, the role of feelings, resilience, inclusion, bullying, and metacognition; the cognitive studies lean towards critical thinking and attention. other studies examine the role of art and music programs on children’s resilience. although the program is a specialization degree in bilingual education, few students focus their final graduate project on language teaching or learning, as they are free to pursue their own chosen research topic within the field of education broadly. some projects do focus on the process of second language learning, and have pointed to the important role of the first language in this process, especially with preschool children who are new to the language. indeed, the breadth of research interests and the studies carried out have also pointed to the keen desire of teachers for more grounded training and professional development in non-cognitive areas. the research demonstrates that teachers generally cope with the challenges they face, and appear to be in some cases resourceful, implementing strategies to deal with a wide range of non-cognitive issues in the classroom. they do this in spite of little or no specific training on these issues. the research also points to the need for school-wide projects and initiatives to support teachers’ work and interest in the so-called “soft skills.” indeed, the literature on non-cognitive skills point to their crucial role in processes of academic achievement. 6 no. 11 (july december 2015) no. 11 (july december 2015) while gist will retain its dedication to studies and reflections on language learning and teaching as well as bilingual education, we feel that inclusion of this nascent research can shed light on current realities in schools in bogotá, which may be considered to be indicative of schools in many other places. these studies involving teacher-driven exploratory research consistently point to the key role of teachers in learning processes, and the resourcefulness of many of them when addressing the challenges of the classroom. it also clearly points to the need for institutional support and professional development, particularly in the areas most pertinent to teachers and students’ growth, mainly the behavioral, attitudinal and emotional connection with learning and school. aside from these local studies, gist is privileged once again in this most recent issue of the journal to have received and accepted articles from asia, europe, north and south america. teachers’ research interests continue to be varied yet highly relevant to their daily work in education practice, research and policy. they offer a summation and sharing of important experiences in different contexts including teacher preparation, higher education, global english environments and second language negotiation. in this regard, gist continues to enjoy the attention and support from its contributors and collaborators. we have gained wide and consistent interest and participation from peer reviewers, authors, and members of our editorial and scientific committees. just this month, gist was once again evaluated as a category b journal by colciencias, colombia’s scientific research evaluation agency. for a young journal like gist, this category is a positive qualification and speaks to the extent of gist’s international presence and focus. specifically, the studies this semester offer us a chance to learn from teacher-researchers in our own contexts, and we hope their work will inspire others to contribute. from colombia, sergio alonso lopera medina explores the effects of classroom assessment practices in a foreign language reading course. the study points to the impact of assessment for learning practices on students’ perceptions as well as learning outcomes. one of the studies mentioned at the outset of this editorial comes from david vargas alfonso, who explores the types of critical thinking evident in a range of academic subjects. data was collected from teachers, classrooms and students in english, spanish and french classes, and point to the ways in which teachers, and sometimes students promote critical thinking practices in class, even when teachers may not. katherine o’donnell christoffersen also explores students’ roles in their own writing processes, particularly the mitigation of disagreement in peer review sessions. she compares both l2 learners and native english speakers’ 7 no. 11 (july december 2015) no. 11 (july december 2015) use of these mitigation conventions as face-saving mechanisms in order to soften their critiques of one another’s work. the continuous focus on students is woven throughout this issue, as another graduate student from unica’s specialization program presents a case study of middle school students in bogotá, and explores the factors affecting academic resilience in these young people. luisa fernanda rojas’ study affirms the strong connection between family and individual protective factors and resilience on academic achievement. the study also offers a view from the context of vulnerable middle school students in bogotá. from turkey, turgay han examines the use of foreign language learning strategies by students in stem (science, technology, engineering and mathematics) programs in a turkish university. the study points to the wide range of strategies studied, and the preferences of students in terms of the strategies they employ. gist offers several reflective articles this issue as well. of particular interest in this context is the collection of multi-perspective reflections from a curriculum unification process in ecuador for english language teaching programs across the country. the article offers an interesting view into the many agendas represented in large-scale inter-governmental initiatives around english language learning. the players in this process include m. elisabeth serrano, cristina g. vizcaíno, daniel cazco, and natalie a. kuhlman. from an efl teacher education program in switzerland, holli schauber proposes a model for using the european portfolio for student teachers of languages (epostl) for dialogic reflection. the exploration of self-analytical and reflective tools for teachers in training is a key factor in promoting dialogic reflections of practice as an on-going tool for self-development in teaching. finally, nguyen cao thanh offers a thoughtful treatment of the differences between english and vietnamese spoken and written grammar in english. this reflection offers our readers an unusual glimpse into a lesserknown language, and specifically offers us the opportunity to contemplate the always present link between language, culture and code. gist hopes that readers enjoy this semester’s publication, and encourage everyone to contribute with research articles, reflections, literature reviews, and book reviews in future issues. 8 no. 11 (july december 2015) no. 11 (july december 2015) editor * josephine taylor received her ba in english and french from emory university and her ms in the teaching of english as second language from georgia state university, both in atlanta, georgia. she has been a teacher of english language and linguistics for more than 25 years, as well as administrator, curriculum designer, and external reviewer of language education programs in the u.s. and colombia. she has also worked extensively in english language publishing, as author, course developer and editor. josephine is currently the editor of gist education and learning research journal and adjunct professor in the undergraduate and graduate bilingual teaching programs at the institución universitaria colombo americana, única. 63 no. 11 (july december 2015) no. 11 (july december 2015) gist education and learning research journal. issn 1692-5777. no. 11, (july december) 2015. pp. 63-78. factors affecting academic resilience in middle school students: a case study1 factores que afectan la resiliencia académica en estudiantes de bachillerato luisa fernanda rojas f.2* volunteers colombia abstract this research was carried out with the purpose of identifying how and which risk and protective factors affect academic outcomes. the study explored how different family and individual environmental factors foster academic resilience. the exploratory study took place with a group of six students from a public school in bogotá, colombia. the school is located in a low-income and marginalized area of the city, where social problems such as poverty and violence are common. data collection techniques included document analysis, as well as interviews with teachers and parents. the data collection was focused on identifying how academic resiliency skills can be developed in vulnerable young people. it was found that it is possible to identify and describe different protective factors from the family, such as family guidance, family support, and opportunities for meaningful family involvement that explicitly foster academic resilience in at risk-students. it was also possible to address how individual characteristics also foster positive outcomes, including optimism, perseverance, or motivation. keywords: academic resilience, risk factors, protective factors, low income, family factors 1 received: july 15, 2015 / accepted: october 6, 2015 2 serggiolop@hotmail.com 64 no. 11 (july december 2015) no. 11 (july december 2015) factors affecting academic resilience rojas resumen esta investigación se realizó con el propósito de identificar cómo y qué factores de riesgo y de protección afectan los resultados académicos. el estudio exploró cómo los diferentes factores como la familia, ambientales e individuales promueven la resiliencia académica. el estudio exploratorio se llevó a cabo con un grupo de seis estudiantes de un colegio público en bogotá, colombia. el colegio está situado en un sector de bajos ingresos y en un área marginada de la ciudad, donde los problemas sociales como la pobreza y la violencia son comunes. las técnicas de recolección de datos incluyen el análisis de documentos, así como entrevistas con los profesores y los padres. la recolección de datos se centró en identificar cómo las habilidades de resiliencia académica se pueden desarrollar en los jóvenes vulnerables. se encontró que es posible identificar y describir los diferentes factores de protección de la familia, como la orientación familiar, el apoyo de la familia, y las oportunidades para la participación familiar significativa que explícitamente fomentan la resiliencia académica en estudiantes en riesgo. también fue posible abordar cómo las características individuales también fomentan resultados positivos, entre ellos el optimismo, la perseverancia, o la motivación. palabras claves: resiliencia académica, factores de riesgo, factores de protección, bajos ingresos, factores familiares resumo esta pesquisa se realizou com o propósito de identificar como e que fatores de risco e de proteção afetam os resultados acadêmicos. o estudo explorou como os diferentes fatores como a família, ambientais e individuais promovem a resiliência acadêmica. o estudo exploratório foi realizado com um grupo de seis estudantes de um colégio público em bogotá, colômbia. o colégio está situado em um setor de baixos ingressos e em uma área marginada da cidade, onde os problemas sociais como a pobreza e a violência são comuns. as técnicas de coleta de dados incluem a análise de documentos, bem como entrevistas com os professores e os pais. a coleta de dados se centrou em identificar como as habilidades de resiliência acadêmica se podem desenvolver nos jovens vulneráveis. encontrou-se que é possível identificar e descrever os diferentes fatores de proteção da família, como a orientação familiar, o apoio da família, e as oportunidades para a participação familiar significativa que explicitamente fomentam a resiliência acadêmica em estudantes em risco. também foi possível abordar como as características individuais também fomentam resultados positivos, entre eles o otimismo, a perseverança, ou a motivação. palavras chave: resiliência acadêmica, fatores de risco, fatores de proteção, baixos ingressos, fatores familiares 65 no. 11 (july december 2015) no. 11 (july december 2015) introduction resilience is the process of adapting in the face of adversity. research has shown that this trait is usual, not unusual, as people commonly demonstrate resilience through life experiences (chung, 2008). this is because resilience is not a characteristic that people either have or do not have. for this reason, resilience involves behaviors and actions that can be learned and developed in any person. a combination of protective factors and risk factors affect resilience in individuals. risk factors are those factors that increase the likelihood of a future negative outcome. protective factors refer to those variables that buffer against the effects of risk factors (wright & masten, 2005). many studies show that the most important protective factor affecting resilience is having supportive family relationships. on the other hand, different risk factors from family also directly affect the development of resilience. both of these directly affect children’s academic performance as well. academic resilience is defined as the ability to deal with adversity, stress or pressure in academic settings. students who are affected academically by family risk factors may be labeled as non-resilient students. the opposite can be described as resilient students, students who succeed academically in school despite the presence of adversity (grotberg, 2001). the purpose of this project was to identify academic resilience in a group of eighth grade students from a school that for the purposes of this study will be called el triunfo. the study aimed to determine which risk factors affect these skills to overcome adversity. the questions that guided this research project were the following: how do family risk factors and protective factors affect academic outcomes in three teenage students with academically diverse performances? how can academic resiliency skills be developed in vulnerable teenage students?, and how can positive academic outcomes be developed in vulnerable teenage students? it was possible to conclude that a powerful predictor of the academic outcome for children is the quality of the immediate care-giving environment. however, factors such as the characteristics of the individual and the environment also contribute to academic performance. finally, the project proposed of value to establish whether, as research suggests, family support and parenting skills are the result of specific protective factors affecting risk factors that foster academic resilience despite adversity. factors affecting academic resilience rojas 66 no. 11 (july december 2015) no. 11 (july december 2015) factors affecting academic resilience rojas literature review resilience is the ability to overcome challenges. in fact, resilience can be seen when people face difficult experiences and know how to deal with or adapt to them. according to schoon (2006), resilience is a dynamic process in which individuals show adaptive actions when experimenting significant adversity. adversity is defined as environmental conditions that interfere with or threaten the accomplishment of age-appropriate developmental tasks (schoon, 2006). resilience is a dynamic process whereby individuals show adaptive actions when they experience adversity. therefore, those fundamental conclusions refer to the ability that allows an individual to overcome adverse life events successfully and gain competence or skills from the process of overcoming challenges and adversity (chung, 2008). fostering adaptive development depends on the cultural context, as well as academic, emotional, behavioral and physical adjustment. understanding these different areas is how individuals achieve optimal functioning. through the five key principles of the life-course approach, individuals might have optimal functioning. the reason is that human development is a life-long process in which individuals construct their own life. however, resilience depends not only on an individual’s environment, but also on the individual development. consequently, this relation between the environment and individual development produces an elevated probability of an undesirable outcome, which is labeled as a risk. from a resilience view, there are risk factors. wright and masten (2005) argue that risk factors are “measurable characteristics in a group of individuals or their situations that predict negative outcomes” (p. 18). on the other hand, protective factors are concerned with the quality of a person, context or their interaction that predicts better outcomes, specifically in situations of risk. protective factors also moderate the impact of adversity on adaptation (wright & masten, 2005). according to chung (2008), two protective factors help individuals reintegrate the disruption with resiliency: individual personal characteristics and environmental characteristics that the individual experiences. for these reason, fostering resilience is an important task because it is how individuals overcome challenges and face difficult experiences. in addition, by fostering resilience, people can develop lifelong skills such as communication and problem-solving skills, and the ability to make realistic plans and be capable of taking the steps necessary to follow through with them. 67 no. 11 (july december 2015) no. 11 (july december 2015) many studies have explored which elements increase resilience in vulnerable children. by understanding resilience, it is possible to develop preventative packages, support strategies for parents and schools, and plans to foster resiliency. nettles, mucherach, and jones (as cited in waxman, gray, & padron, 2003) found that family and community experiences create protective factors through the access of social resources, including caring parents, participation in extracurricular activities, and supportive teachers. many studies are focused on educational resilience and how to lead advances in the education of students at risk of academic failure. studies focus on defining the differences between resilient students, students who succeed academically in school despite the presence of adversity, and non-resilient students. some of the differences identified include family environment, perceptions of the classroom, school environment and problems caused by poverty, health and explicit social conditions. johnson (1997) proposes that human relationships are the most critical factor in student resiliency, followed by student characteristics, family factors, community variables, and school programs. methodology research design the proposed methodology for this research was a case study. the project sought to understand how risk factors affected academic resilience in six middle school students, and how protective factors were developed in order to build academic resilience. the exploratory methodology made it possible to discover which risk factors were of particular importance in academic performance or resilience, and how academic resilience, as a result, became a protective factor that impacted learners’ lives. in the case of risk factors, family and context, the literature points to the importance of developing and fostering academic resilience in children. the literature, however, did not describe which or how risk factors in contexts similar to this could remove protective factors from families. for this reason, the data collection proposed sought to identify which risk factors affected skills to overcome adversity and also describe the role of the family as a potential support strategy as a protective factor to foster academic resilience. finally, the data sought to establish which risk factors and protective factors existed in participants’ contexts. factors affecting academic resilience rojas 68 no. 11 (july december 2015) no. 11 (july december 2015) context and participants the context for this study was a public school located in a marginalized, low-income area of bogotá. for the purposes of the study, the school has been given a pseudonym, el triunfo. at the time of the study, the school was what is known as a colegio de concesión.3 colegios de concesión are public schools that the local school authority temporarily contracts through public tender to recognized educational institutions and non-profit organizations, which then operate the schools for an agreed period, with the goal of raising standards of quality. el triunfo school is located in an area of the city which, according to the district planning office of bogotá (secretaria distrital de planeacion, 2009), has had one of the most marked levels of basic needs in the city, characterized by high economic dependence on families headed by single mothers, high rates of school dropouts, overcrowding and poor housing conditions. the participants were six students from el triunfo school. the participants were eighth grade students, between twelve and fifteen years old. the six students were chosen based on their academic records in 2014: two low achievers, two average students, and two high achieving students. three teachers were also chosen for the study, mathematics and music, as these were the subjects that most students failed. the art teacher was also selected because he was the homeroom teacher. the names of all the participants have been changed for the purposes of this study. data collection instruments in order to gather a wide range of data inputs for the case studies, three different techniques were used and described: academic records, interviews, and biographical research. academic records. academic records were used to identify potential participants in the case study. three groups of students were chosen: above average, average and below average. during the case study, teachers’ academic assessments of students was also sought in order to establish students’ academic performance and possible related resilient behaviors. interviews. interviews took place with three teachers, six students, and parents of three of the students. it was intended that, by carefully choosing the 3 colegios de concesión can be roughly translated as “outsourced schools.” factors affecting academic resilience rojas 69 no. 11 (july december 2015) no. 11 (july december 2015) participants to be interviewed, a wide range of responses could be obtained. open-ended and semi-structured questions were designed intending to gain insight into the importance of academic resilience and protective factors. the objective of the interview with the teachers was to know their perceptions or insights about the students’ families in order to identify risk factors and protective factors. the objective of interviewing parents was to identify how and which practices promoted academic resilience in their children, and to analyze how risk factors affected protective factors. biographical research. the objective of this was to identify which situations affect academic resilience and analyze which skills students use to become resilient. the students were asked to keep a personal journal in which they were to represent (write or draw) a difficult situation they experienced each week. the objective of this was to recognize what experiences or events affected or possibly promoted academic resilience in their daily life. the students also had a space each tuesday in which they shared personal ideas they felt or perceived. planned activities by the researcher were carried out in each week’s session to attempt to address the research questions. data analysis and interpretation the following techniques were used to analyze the data: exploratory data analysis for interviews, participant diaries and activity sessions, and a reflective research diary after interviews and sessions. it is important to point out that the case study eventually focused only on three students: mateo, pablo and miguel (high, average and low academic achievers). this is because not all the information could be gathered from all participants. the majority of information was collecterd from these participants. interviews-sessions-diaries analysis. each interview, weekly sessions with the students and the reflective diary were transcribed and analyzed for recurring themes, such as risk factors and protective factors. these themes are presented in tables 1 and 2. table 1 represents the environmental risk factors and protective factors resulting from exploratory analysis of interviews, sessions and diaries from the participants. factors affecting academic resilience rojas 70 no. 11 (july december 2015) no. 11 (july december 2015) table 1. environmental risk factors and protective factors academic resilience environmental risk factors environmental protective factors poverty low family stress family dysfunction child relationship family conflict parenting skills lower economic status child attachment lack of social support role models marital conflict and domestic violence high expectations harsh discipline family support parent is less supportive, affectionate and playful family guidance lack of positive parenting skills opportunities for meaningful family involvement respectful communication table 2 illustrates individual factors fostering academic resilience resulting from exploratory analysis of interviews, sessions and diaries from the participants. table 2. individual factors academic resilience individual factors optimism empathy self-steem direction or mission determination perseverance motivation problem solving skills factors affecting academic resilience rojas 71 no. 11 (july december 2015) no. 11 (july december 2015) crtitical thinking autonomy internal locus of control sense of purpose in this case study, content analysis was undertaken after all interviews, sessions and diaries were conducted and transcribed. first, risk factors and protective factors were identified. afterwards, a list of environmental risk and protective factors that emerged from the data collection was created. each of them was interpreted. finally, a summary of the main features was written in three individual “stories” from the results of the instruments used in the research, combining findings from all the data collected (interviews, sessions and dairies). significant concepts were identified and highlighted as well as problems, and areas for additional research. results the case study reveals how different risk factors related to the family environment and the individual characteristics of three students from el triunfo school affect academic resilience in terms of students achieving high educational outcomes despite adversity, and how specific protective factors as family guidance, parenting skills and positive role models develop resilience skills in vulnerable teenage students. case 1: mateo mateo was born in 2001 as the first of three children to married parents. mateo’s parents both left school at the age of 11. mateo’s parents work at a mini-market close to their home. they live in one of the poorest, most violent, and overcrowded neighborhoods in bogota. mateo’s parents show keen interest in his education. mateo has performed well in all academic tests. he has shown no behavior problems. his teachers rated his performance as either “average,” or “above” in all subjects. based on the results of the five sessions and the interviews with his mother and his teachers, mateo demonstrates in the characteristics of an individual with academic resilience despite the experience of socio-economic adversity, taking into account his academic average and his two consecutively grades of excelencia. mateo’s family environment appears to be stable and supportive, based on the interview with mateo’s mother. she described some activities they do on factors affecting academic resilience rojas 72 no. 11 (july december 2015) no. 11 (july december 2015) weekends and how they help their children complete homework. his mother takes an active interest and involvement in mateo’s education including career planning. the mathematics teacher expressed that mateo is an independent and autonomous student and that his family has strong and clear agreements about schoolwork. the teacher reported that she truly believes that mateo shows interest for learning. as a result of the findings, we can describe this case as an academically resilient student because it is possible to consistently find a larger network of social support and higher satisfaction with that support. the student demonstrates a more autonomy-oriented and open climate in his tasks. the findings also illustrate the principle of resilience as a successful adaptation despite risk and adversity, mateo is in a high ability group, he enjoys school, and is described by his teachers as a well-behaved boy. he shows a realistic appreciation of his abilities and preferences and he knows what he wants to achieve in life. case 2: pablo pablo is the youngest of five children was born in 2001. his parents both have the same level of education, and both completed university studies. at this moment, his mother is completing a specialist degree in psychology. his father works as paralegal for the mayor’s office of bogota, and his mother works in a call center. at age two, pablo’s family lived in rented, overcrowded accommodation, but by age nine, they had moved into a new rented home. they live in a house with a cousin, so there are eight people in the house, as well as two pets. his parents are interested in pablo’s education. his mother reported, “if he has to make a poster, or model, he calls me at the office, tells what is needed to be done and i buy the materials if necessary, and i also ask him to make a draft of the assignment and as soon as i get home. i help him with the project, which is usually drawing the posters with markers, for him”4 pablo has not performed well in all academic tests, and he has shown some behavioral problems. the high school coordinator has a system to follow up students that arrive late to class, and pablo has the worst attendance record of his grade. his teachers rated his performance as “on the average” in all subjects. 4 original spanish: si tiene que hacer una cartelera o una maqueta, me llama a la oficina me cuenta que hay que hacer yo compro los materiales si es necesario y le pido que haga un borrador de lo que necesita y cuando yo llegue a la casa le ayudo hacer lo que necesita, usualmente es pasar a marcador las carteleras. factors affecting academic resilience rojas 73 no. 11 (july december 2015) no. 11 (july december 2015) based on the results of the five sessions, the diary, and the interviews with his mother and his teachers, pablo demonstrates the characteristics of an individual with factors that increase resilience, namely optimism and empathy, but shows a lack of determination and perseverance. in terms of the family environment, his family demonstrates a supportive family environment evident in the activities they do on weekends. depending on the situation, the family organizes a plan to keep family bonds strong. for most of the teachers, it is difficult to hold a meeting with his mother to talk about pablo’s difficulties. she cannot attend these meetings because of her job and studies. as a result of the findings, we can categorize pablo as a resilient student who is not successful academically. his family shows some protective factors that increase resilience, but academically pablo does not show most of the self factors. pablo’s family does not evidence these environmental protective factors, including parenting skills (supervision and discipline), low family stress and family guidance. pablo’s case illustrates the exent to which parenting skills have a direct impact on academic resilience, but also how the individual characteristics foster resilience as well. case 3: miguel miguel was born in 2001 as the third of three children to married parents. miguel’s mother left school in ninth grade. miguel’s father studied a technological program at sena, the national vocational training institute. miguel’s mother works as a secretary and his father is a car mechanic. his parents in 2014 did not show a strong interest in miguel’s education. the mathematics teacher reported in the interview that miguel’s parents were just in the process of asking what is going on when there is nothing to do because he has not learned what he needed to learn during the school year. “this is the typical case in which the parents start showing interest about their children’s performance around the months of october or november5 when they are about to fail the school year, i ask myself, every time the parents come worried running to my door, asking what are assignments they need to turn in order to pass, where were those parents months ago to show their support their child needed?”6 5 the regular school calendar in colombia goes from february to november. 6 este es el tipico caso en el que los papás se empiezan a interesar por sus hijos cuando ven que ya en octubre o noviembre van a perder el año, yo me pregunto siempre que llegan angustiados a mi puerta a saber que trabajos debe entregar donde estan sus papas hace meses para brindarle el apoyo que necesitaba. factors affecting academic resilience rojas 74 no. 11 (july december 2015) no. 11 (july december 2015) miguel has not performed well on any academic test, and he failed the academic year. he showed some behavior problems, was absent to different classes, and did not complete homework. his teachers rated his performance as “below average” in all subjects. based on the results of the five sessions, the dairy and the interviews with his father, his sister and his teachers, miguel demonstrates the characteristics of an individual with a lack of optimism, direction or mission, self-esteem, determination or perseverance. in terms of the family environment, his family demonstrated a lack of a stable and supportive family environment. his family does not appear to take an active interest and involvement in miguel’s education including career planning. his mathematics, arts and music teachers have the same point of view about miguel’s family. as a result of the findings, this case demonstrates a non-academically resilient student because of the lack of environmental protective factors such as low family stress, child relationship, parenting skills, child attachment, high expectations, family support, family guidance and opportunities for meaningful family involvement. conclusions this case study sought to understand how and which risk factors related to the family environment affect the academic outcome of six students from el triunfo school, and also to explore how and which protective factors compensate specific risk factors. the findings of this study in general support the literature reviewed. from the data analyzed from this study, it was possible to conclude that a powerful predictor of the academic outcome for children is the quality of the immediate care-giving environment. according to schoon (2006), there are two broad sets of variables working as protective factors that may impede adverse experiences. these factors include characteristics of the individual and the family environment, also presented in the data analysis and interpretation. for this reason, in this case study, risk and protective factors are characteristics of the individual and characteristics of the environment. in the analysis of information of the six participants, the study can conclude that there are specific family and individual risk factors that affect academic outcomes, and that protective factors from the family environment that minimize the effect of different risk factors: • caring and support: according to chung (2008),”despite the burden of parental, family discord, or chronic poverty, most children identified as resilient have had the opportunity to establish a close bond with at least factors affecting academic resilience rojas 75 no. 11 (july december 2015) no. 11 (july december 2015) one person [not necessarily the mother or father] who provided them with stable care” (p. 46). • high expectations: associated with high expectations are different family characteristics such as structure, discipline, and clear rules and regulations. schoon (2006) argues that families that establish high expectations for their children’s behavior from a nearly age play a role in developing resiliency. • encouragement of children’s participation: rutter (1993) argues that families that create environments characterized by the qualities of caring, high expectations, and opportunities for participation provide support and opportunities for their children. • parenting strategies: one of the factors most consistently associated with positive academic outcomes is responsive parenting. according to masten and reed (2002), a wide variety of specific parenting practices are associated with children’s positive adjustment, including consistent discipline, responsiveness, structure, and monitoring. • parent–child relationship quality: the quality of the parent–child relationship has been examined in relation to positive child academic outcomes. luthar (2003) argues that having a good relationship with a parent prepares the child to engage in healthy productive relationships with other people in the social environment. grouping the students based on their academic performance the study determinate the following: “average and above” students. gonzalez and padilla (as cited in waxman, gray, & padron, 2003) found that students’ sense of belonging to school was a predictor of academic resilience. high-achieving students reported reading more pages per week, doing more homework, and having higher grades than low-achieving students. based on the present study, mateo is an academically resilient student. he has similar protective factors including parenting skills (supervision and discipline), child attachment, role models, high expectations, family support, family guidance, opportunities for meaningful family involvement and respectful communication. “average” students. according to johnson (2008) local activities and relationships are also important because potential and reinforce school structures and processes in which transform resilient students relationships into better support. pablo showed some protective factors like family support, opportunities for meaningful family involvement and respectful factors affecting academic resilience rojas 76 no. 11 (july december 2015) no. 11 (july december 2015) communication, but what made the difference between him and the “average and above” students was the individual characteristics, pablo presents a lack of optimism, perseverance and determination. “below average” students. johnson (1997) proposes that human relationships are the most critical factor in student resiliency. miguel is not resilient a student because he does not succeed academically in school despite the presence of adversity. in addition, with miguel, it was difficult to collect all the information, his parents did not attend the meeting, and he did not present his diary or attend the weekly sessions. in this specific case, there are more risk factors than protective factors that affect miguel’s academic outcome. finally, resilience comes from supportive relationships with parents, peers and others, as well as cultural beliefs and traditions that help people handle with the inevitable problems in life. wright and masten (2005) argues that “every child capable of developing a resilient “mind-set” will be able to deal more effectively with stress and pressure, to deal with everyday challenges, to develop clear and realistic goals to solve problems” (p. 4). limitations of the study included a lack of data sources and the limited time available for in-depth interviews, sessions and dairy register. further research includes four next steps: 1) design a tool to collect information from all families students; 2) define clear support strategies for families who do not show protective factors; 3) create sessions for parents focused on how to foster academic resilience; and 4) teacher coaching and training. factors affecting academic resilience rojas 77 no. 11 (july december 2015) no. 11 (july december 2015) references chung, h. f. (2008). resiliency and character strengths among college students.proquest. (unpublished doctoral dissertation). the university of arizona, tucson. goldstein, s., & brooks, r. b. (2005). why study resilience? in s. goldstein, & r. b. brooks, (eds.), handbook of resilience in children (pp. 4-11.) new york: springer. grotberg, e. h. (2001). resilience programs for children in disaster. ambulatory child health, 7(2), 75-83. grotberg, e. h. (2003). the international resilience project findings from the research and the effectiveness of interventions. center for research on education, diversity & excellence. review of research on educational resilience. university of california, santa cruz: grotberg, e. h. johnson, b. (2008). teacher–student relationships which promote resilience at school: a micro-level analysis of students’ views. british journal of guidance & counselling, 36(4), 385-398. johnson, g. m. (1997). resilient at-risk students in the inner-city. mcgill journal of education/revue des sciences de l’éducation de mcgill, 32(1), 35-50. luthar, s. (2003). resilience and vulnerability: adaptation in the context of childhood adversities. new york. cambridge university press. masten, a. s., & reed, m. j. (2002). resilience in development. in c. r. snyder & s. j. lópez (eds.), handbook of positive psychology (pp. 74–88). new york: oxford university press. rutter, m. (1993). resilience: some conceptual considerations. journal of adolescent health, 14(8), 626-631. schoon, i. (2006). risk and resilience: adaptations in changing times. new york. cambridge university press. secretaria distrital de planeacion. (2009). conociendo la localidad de (neighborhood): diagnóstico de los aspectos físicos, demográficos y socioeconómicos. bogotá: alcaldia mayor de bogota. waxman, h. c., gray, j. p., & padron, y. n. (2003). review of research on educational resilience. center for research on education, diversity & excellence. santa cruz, ca: university of california, santa cruz. wright, m. o. d., & masten, a. s. (2005) resilience processes in development. in s. goldstein, & r. b. brooks (eds.), handbook of resilience in children (pp 17-25). new york: springer. factors affecting academic resilience rojas 78 no. 11 (july december 2015) no. 11 (july december 2015) author * luisa fernanda rojas flórez is an industrial designer from jorge tadeo lozano university and bilingual education specialist from única (institución universitaria colombo americana). she has worked as a professor in industrial design program at the jorge tadeo lozano university. she was also part of the first cohort of enseñar por colombia, teaching english in elementary and high school in a disadvantaged neighborhood school in bogotá. she currently work is at a non-profit organization, volunteers colombia, where she is the pedagogical coordinator. factors affecting academic resilience mora, rivas, lengeling & crawford.indd 128 the implications of orthographic intraference for the teaching and description of esl: the educated nigerian english examples1 implicaciones de la intraferencia ortográfica para la enseñanza y descripción del inglés como segunda lengua: ejemplos inglés nigeriano formal omowumi steve bode ekundayo2* university of benin, nigeria abstract this paper examines orthographic intraference and its implications for teaching and describing english as a second language (esl). orthographic intraference is used here to denote instances of single word spelling, acronyms, mix up of homophones, homonyms and compound word spelling arising not from interference but from orthographic rules and features of the english language. the paper is based on the concept of intraference and examples were gathered from nigerian english, the educated variety, from 2005 to 2013 with questionnaires and recording of spontaneous speeches and from secondary sources. the study established that orthographic intraference cases are widespread and common in educated nigerian english. consequently, the paper proposes that teachers of esl identify, teach and drill learners on them to make learners internalize the generally accepted standard forms. keywords: orthographic intraference, derived spelling, acronymisation, compound words, signs. 1 received: dec. 15, 2014 / accepted: april 16, 2015 2 ekuns20@yahoo.com gist education and learning research journal. issn 1692-5777. no. 10, (january june) 2015. pp. 128-148. bode no. 10 (january june 2015) no. 10 (january june 2015) 129 resumen este artículo examina la intraferencia ortográfica y sus implicaciones para la enseñanza y descripción del inglés como segunda lengua. en este caso, la intraferencia ortográfica es utilizada para denotar ejemplos ortográficos de palabras simples, siglas, combinación de palabras homófonas y homónimas y ortografía de palabras compuestas derivadas no sólo de la intraferencia sino también de las reglas ortográficas y las características del idioma inglés. este artículo se basa en el concepto de intraferencia y los ejemplos fueron recopilados del idioma inglés nigeriano formal desde el año 2005 hasta el año 2013 mediante la aplicación de cuestionarios y la grabación de entrevistas espontáneas y consulta de fuentes secundarias. el estudió estableció que los casos de intraferencia ortográfica son generalizados y comunes en el inglés nigeriano formal. por consiguiente, el artículo propone que los profesores de inglés como segunda lengua identifican, enseñan y entrenan a los estudiantes sobre la manera en la que pueden interiorizar las formas estándar generalmente aceptadas. palabras clave: intraferencia ortográfica, derivada ortográfica, acrónimo, palabras compuestas, signos resumo este artigo examina a interferência ortográfica e suas implicações para o ensino e descrição do inglês como segunda língua. neste caso, a interferência ortográfica é utilizada para denotar exemplos ortográficos de palavras simples, siglas, combinação de palavras homófonas e homônimas e ortografia de palavras compostas derivadas não só da interferência senão também das regras ortográficas e as características do idioma inglês. este artigo se baseia no conceito de interferência e os exemplos foram recopilados do idioma inglês nigeriano formal desde o ano 2005 até o ano 2013 mediante a aplicação de questionários e a gravação de entrevistas espontâneas e consulta de fontes secundárias. o estudo estabeleceu que os casos de interferência ortográfica são generalizados e comuns em inglês nigeriano formal. em decorrência, o artigo propõe que os professores de inglês como segunda língua identificam, ensinam e treinam os estudantes sobre a maneira na que podem interiorizar as formas padrão geralmente aceitas. palavras chave: interferência ortográfica, derivada ortográfica, acrônimo, palavras compostas, signos bode no. 10 (january june 2015) no. 10 (january june 2015) 130 introduction orthography is a major dimension of graphology. crystal (2005) says that graphology is “the writing system in standard, everyday use, which consequently attracts most study” (p. 194). the smallest meaningful unit of graphology is the grapheme, which is analogous to the morpheme in morphology and the phoneme in phonology. graphemes are individual letters or combinations of the letters of the english alphabet in writing. a letter such as is a grapheme or monograph and a combination of letters like or is a digraph. orthography is at times used in the place of graphology and vice versa. while graphology is all-embracing of the writing systems, visual images, graphics and calligraphy, orthography is limited to writing symbols and their uses. central to orthography are the following features: (1) the use of small and capital letters both small and capital letters, (2) spelling system and rules, (3) ‘a particular system of punctuation’ and punctuation marks, (4) ‘the use of arabic numerals (1,2, 3…)’, (5) ‘the specialised use of certain’ signs or symbols like # and & (trask, 1999, p.219). a sign is a mark, sketch, object or image on a paper, or somewhere, which stands for what it shows or represents something else. three types of signs are used in english to communicate. these are icons, index and symbols. an icon is a mark that is similar or identical to the idea or thing it represents; for example a sketch, picture, or an effigy of somebody. an index is a sign that shows a causal (cause-and-effect) link between the sign and what it represents or what follows, so that whenever we see an indexical sign, we immediately are reminded of the cause or result, e.g. smoke is the index of fire. symbols, unlike icons and indexes, are conventional and sociocultural signs, which one is taught to interpret. there may be no connection between the symbol and its meaning in actual nature, unlike icons and indexes. symbols and their meanings are handed down from generation to generation. thus they differ from place to place and culture to culture. language is a clear example of symbolic representations, particularly in the written medium. bloomfield (1934) says that “a symbol ‘represents’ a linguistic form in the sense that people write the symbol in situations where they utter the linguistic form, and respond to the symbol as they respond to the hearing of the linguistic form” (285).this paper concentrates on the use of symbols, not icons and indexes, in writing. it examines how symbolic signs, orthographic rules and features are redeployed from one area of the language to another based on the influernce of intraference (see theoretical background). examples are drawn from nigerian english (nige). the implications of orthographic intraference bode no. 10 (january june 2015) no. 10 (january june 2015) 131 literature review the paper is based on the concept of intraference. according to ekundayo (2014), the term and concept of intraference arises from a lexicalisation of the concepts of interlingual interference (richards & sampson, 1984), the overgeneralisation of linguistic features (selinker, 1984), and labovian (1994) internal principles of linguistic change. the application of the word intraference may be traced to several independent outstanding works separated by time and long distances: barry hale, an australian video artist, uses the term ‘intraference mirror’ since 2000 to denote a simple video feedback loop which he manipulates to create evolving images in real time (www.barryhale. intraferencemirrors); william croft (2000, 2003)uses the term in the same sense that ekundayo (2006, 2014) subsequently conceptualises it. croft (2000, 2003) says grammaticalisation, interference and intraference occasion language change. he says that “different elements of the same language can interfere with each other if they share enough linguistic substance”, and that intraference occurs when language items are affected by different dialects, sociolinguistic variants or other structures of the same language (croft, 2000, pp. 111-165). ekundayo (2006), conceptualises intraference as the habit of transferring the rules and dynamics of a language from a section where they have been established and where they acceptably operate to another section within the language where they hitherto used not to operate. “since such a transfer is within the language, it is better tagged intraference, which is the reverse of interference” (p.20). in ekundayo (2013), intraference is conceptualised as follows: intraference is concerned primarily with (nonnative) language speakers who do not understand their (second) language perfectly and are affected by such psycho-sociolinguistically relevant conditions as memory limitations, distractions, shifts of attention, interest and sociocultural context. they are further affected by such linguistic dynamics as the phonological, morphological, syntactic, semantic and orthographic rules and items that characterise their (second) language, as they apply their knowledge in actual performance. (17) in this conceptualisation rendered in a phraseology reminiscent of chomsky’s (1965) eminent linguistic theory, ekundayo mentions two major factors that affect the competence and performance of (second) language users: ‘the psycho-sociolinguistic’ and ‘the linguistic’. ekundayo says that the psycho-sociolinguistic is an amalgam of two sub-factors. the first is the social knowledge, context and setting of the speakers; for when a new concept, idea, experience, event, etc the implications of orthographic intraference bode no. 10 (january june 2015) no. 10 (january june 2015) 132 confronts nonnative speakers, and even native speakers of a language, they fall back on the dynamics, loopholes and rules of the language and (re)deploy them to convey the new experience and idea. this effort may generate a new linguistic structure, or an existing term may be expanded to accommodate an additional meaning for the new experience. naturally placed in a multilingual esl setting far away from a native english-speaking community, and vulnerable to distraction, ignorance, loss of attention and memory, educated nigerians redeploy the features of english to create new structures or similar structures to some of the existing ones in the language. the second sub-factor of the psycho-sociolinguistic is the brain or mind mechanism of the users, the way the users view and rearrange features of the language, creatively or otherwise, in their minds. precisely, it relates to chomsky’s (1965) “competence” and “performance.” competence is the underlying innate linguistic knowledge of a speaker. performance denotes the practical, actual use of language in a given situation. as native speakers possess competences, so do educated nonnative speakers possess some competences, which are not on a par with those of native speakers. however, both native and nonnative speakers must necessarily put their competences to use. different competences generate different instances of use and performances. intraference features emanate from the reassignment and redeployment of a language items and rules that nonnative speakers/writers have in their competences to hitherto new areas and contexts. the linguistic factor generates the five major types of intraference: phonological, graphological or orthographic, morphemic or morphological, morpho-syntactic and lexico-semantic with many sub-divisions in ekundayo (2006, 2013). the orthographic type is subdivided into ‘intraference of writing symbols in sms and informal email’ and ‘orthographic intraference.’ in orthographic intraference, the rules and features of writing are redeployed from areas where they are well-established and acceptably used to new areas in the language where they are not well-established and then questionably used. for example, a spelling error so-called, or a variant, may have been influenced by the spelling of its root or base, e.g. ‘sustain’ and ‘maintain’ influence the spelling of ‘maintainance’ and ‘sustainance.’ a similar spelling, or the rule for spelling similar structures, may influence another. for instance, the spelling of ‘complete,’ ‘replete,’ ‘deplete,’ etc influence the analogical spelling of ‘interprete’ instead of ‘interpret.’ homophones and homonyms (words which sound alike or are identical, e.g. where/ were, sight/cite/site, collaborate, corroborate, etc) at times ‘intrafere’ with one another, that is they are sometimes unintentionally used to the implications of orthographic intraference bode no. 10 (january june 2015) no. 10 (january june 2015) 133 substitute one another within the same language. educated people with high linguistic competence do fall into the intraference of homophones and base forms, a linguistic habit which has nothing to do with their mother tongues, incompetence or downright ignorance. after all, they can and do correct them when such slips are pointed out to them. acronyms and regular words are another features that intrafere with each other. an acronym is a combination of the first letters of the words in a concept, organization or name, which can be pronounced as a word, but they are not like regular, established words; for example, ufo, where u stands for unidentified, f for flying and o for object). acronyms are usually written in capital letters: un, ecowas, imf, etc, while regular established words are written in small letters, e.g. anger, opinion, or written with initial capital if they are proper nouns, e.g. jackson, steve, or in full capital letters when they are stressed or used as headings/titles, e.g. aspects of the theory of syntax. in writing acronyms, educated nigerians tend to downgrade them to regular words by writing them in small letters or a mixture of upper and lower cases. this tendency is a transfer from the regular way in which established words are written (see 3.3). another orthographic intraference emanates from the spelling of compound formations. often, writers are confused about how a compound word is or should be written: combined, hyphenated or separated. how do we write ‘nonnative’ and ‘gentlemen’ for example? should they be written as they have been written above or in the other two forms: ‘non-native’ or ‘non native’ and ‘gentle-men’ or ‘gentle men’? quirk et al (1985) write ‘nonnative’, either as an adjective or noun (p. 3). many educated nigerians use ‘non-native’ or ‘non native.’ tomori (1977) also questions this phenomenon and reveals that in ‘a recorded speech of a native speaker, the difference between the articulation of gentle man written separately and gentleman blocked was known to be absent’ (p. 17). these are examined under ‘compoundword-spelling intraference.’ all the examples in this paper are elicited from the educated variety of nigerian english. esl and enl are often contrasted with english as a native language or mother tongue (enl, emt). efl denotes foreigners’ english variety, which is used for restricted purposes like international diplomacy, trade and travelling in countries that have their national and/or official language, or a second language other than english. the people who use english in efl settings are very few indeed compared with enl and esl settings; e.g. english for the chinese, japanese and italians. emt is used to denote native speakers’ variety, e.g. british the implications of orthographic intraference bode no. 10 (january june 2015) no. 10 (january june 2015) 134 english, american english and australian english, which esl and efl countries see as the exonormic models. esl refers to the variety spoken outside native english settings or perhaps in native english settings by nonnative immigrants who have their own native language or mother tongue but acquired english formally and informally in esl settings as a lingua-franca, the language of formal education and scholarship, official broadcast, government, intranational and international commerce, diplomacy, sports, among others. nigerian english is the leading esl model at present worldwide. the varieties of english used in nigeria are usually assessed against the features of sbe or sae. region, formal education and (psycho)sociolinguistic parameters are used to classify nigerian english varieties (jowitt, 2008; surakat, 2010). there exist many regions and different regional varieties of nigerian english (abbreviated ne or nige): hausa, yoruba, igbo, efik, urhobo, izon, egbira, etc. each regional variety has its linguistic variations and similarities to the others. phonological variations in the main distinguish regional varieties. several classifications have been made with formal education and linguistic features, the most prominent being banjo’s (1970, 1996) varieties i, ii, iii and iv. variety i is the lowest, which reflects vulgar errors of grammar and broken structures often used by primary school pupils and those with half-baked formal education. variety ii, which is an improvement on variety i, is used by secondary school students, school certificate holders and a majority of nigerians. variety iii is spoken by highly educated people, graduates, teachers, lecturers, professors, writers, broadcasters, etc. banjo proposes this model for nigerian english. his variety iii is often referred to as standard nigerian english (sne) or educated nigerian english (ene). lastly, variety iv of banjo is like native english standard spoken by few nigerians who were born in native english-speaking countries or have a parent of english origin and consequently acquired english as their first language (banjo1996). but this variety is considered too foreign and affected. three ‘–lects’: basilect, mesolect and acrolectare often depicted at the sociolinguistic level (ogbulogo, 2005). the mesolect is the lowest variety analogous to banjo’s variety i. the basilect is the most popular and widely used in nigeria by junior civil servants, secondary school students and not-so-educated youths. the acrolect is used by few very highly educated nigerians. it has the greatest prestige and international intelligibility. banjo’s variety iii, which is also the acrolect on the sociolinguistic pyramid, is the variety being paraded as nigerian standard. nevertheless, these classifications are not clear-cut, the implications of orthographic intraference bode no. 10 (january june 2015) no. 10 (january june 2015) 135 for there are overlaps. ‘there can, in truth, never be any firm dividing lines’ (banjo, 1996, p.79). spelling deviations are widespread in all in all the varieties. however, we concentrate on the cases in ene. saussure (1966) decries the english writing system as a “huge edifice of confusion,” replete with “inconsistencies”, “aberrations,” and “absurdities that cannot be excused” (saussure, pp. 22, 31). firth (1937) also says that “english spelling is so preposterously unsystematic that some sort of reform is undoubtedly necessary in the interest of the whole world” (p. 48). jowitt (2008), bezrukova (2011),yule (1978, 1991), upward (1995) and onose (2003) have also reemphasised unsystematic nature of english spelling. many studies for over a century now have shown that reformed spelling would enable children and learners to read more easily than in traditional orthography (yule, 1991; ekundayo, 2014; seymour, 2001).in ene, orthographic intraference cases, which are occasioned by psycho-sociolinguistic factors, manifest in derived/ transferred spelling, homophonous mix ups, acronyms with blends and in the spelling of compound words. methodology research design the paper, on the one hand, applied the qualitative method, which is mainly non-statistical, and often adopted for linguistic studies to examine causal processes and purposeful responses by informed and self-directing participants. this method is used to describe, explain and discuss the linguistic texts in the paper. on the other hand, the quantitative method, which is statistical, was also adopted because of the sociolinguistic nature of the paper. this method facilitated the presentation of ordinal data in simple percentile, frequency tables and charts. it was assumed that the orthographic dynamics and features of the language influence educated nigerians to spell words in certain ways, produce acronyms and mix up the three ways in which compound words are spelt. the paper adopted the concept of intraference to (1) show how base form spelling influences derived spelling, (2) present homophones and homonyms that intrafere with one another, (3) demonstrate how the three spelling rules for compound words intrafere with one another and (4) propose how these features should be treated in teaching and learning english in esl settings. the implications of orthographic intraference bode no. 10 (january june 2015) no. 10 (january june 2015) 136 context and participants the study was carried out in nigeria, the largest esl country at present. educated nigerians were surveyed from 2005 to may 2013. nigerians in the continuum of national diploma (nd) minimum to ph.d./professor are considered educated. subjects were between 19 and 70 years, comprising lecturers and final year students in english and literature, linguistics, and international studies and diplomacy, mass communication, theatre arts departments and other departments in ten government-owned universities and other schools tested in five of the six geo-political zones of nigeria: the south-west, the multi-lingual southsouth, the north central, the south-east and the multilingual middlebelt. the universities and institutions are ahmadu bello university, zaria, bayero university, kano (north); university of lagos, lagos, federal university of technology, akure (west); university of nigeria, enugu campus, nnamdi azikiwe university, awka (east); university of ilorin, ilorin, university of abuja, federal capital territory (middlebelt); university of benin, benin city, edo state, and the university of port harcourt, port harcourt (south-south); four federal government owned polytechnics: federal polytechnic, auchi (south-south), federal polytechnic, ede (west), federal polytechnic offa (middlebelt), kaduna polytechnic, kaduna (north) and federal polytechnic, oko. for the examples of the derived and transferred spelling forms’, thirty thousand sheets of a questionnaire were distributed and twenty thousand collated and analysed between 2005 and 2013. for compound words, 25,000 educated nigerians were tested with questionnaire. however, 10,000 copies were analysed for this paper. in all, 30,000 of the responses were collated and analysed. few other examples were extracted from secondary sources and speeches. the percentage of users for each case tested is simply indicated in front of each example. below 30% is tagged ‘isolated.’30-39% is tagged ‘emerging trend,’ which means that the variant is not popular in ene, 40-49 is a ‘variant’ or ‘free variant,’ 50-59 is ‘common,’ 6079% is tagged ‘widespread’ and 80-100% is tagged ‘entrenched’ or ‘institutionalised’. data collection instruments the primary data were from the two questionnaires collated and analysed from 2005 to 2013. a few cases were extracted from spontaneous speeches and secondary sources such as books, newspapers, scholarly articles and other printed matters. the implications of orthographic intraference bode no. 10 (january june 2015) no. 10 (january june 2015) 137 data analysis and interpretation derived and transferred spelling. derived spelling intraference comes into derivatives from the base or root word. examples are in the table below: table 1. derived and transferred spelling s/n ene variant percentage similar sources sbe variants percentage degree over 20,000 of intraference over 20,000 of spread in the language 1 cementery 10,000/50% cement, country, cemetery 3,000/ common cementry 1,500/7.5% commentary, isolated cementary 6,000/30% documentary, etc emerging cemetary 5,500/27.5% 2 enterpreneur 9,000/45% enterprise, entrepreneur 9,000/45% variant enterpreniur 2,000/10% enter, etc. isolated 3 grievious 15,000/75% the transfer of grievous 5,000/25% widespread –iousin words like precious, obvious. 4 mischievious 15,000/75% same as above mischievous 5,000/25% widespread 5 pronounciation 12,000/60% as in announce/ pronunciation 8,000/40% widespread announcement, pronounce/ment 6 interprete 17,000/85% influenced by interpret 3,000/15% entrenched similar words like complete, deplete, replete, effete, etc 7 shinning 17,000/85% the rule of shining 3,000/15% entrenched doubling a consonant before adding a suffix, as in beginning, banning, fanning. 8 dinning hall 17,000/85% as above dining hall 3,000/15% entrenched 9 priviledge 15,000/75% influenced by privilege 5,000/15% entrenched words like edge, knowledge, porridge, pledge, etc. the implications of orthographic intraference bode no. 10 (january june 2015) no. 10 (january june 2015) 138 10 bossom 12,000/60% the transfer of bosom 8,000/40% widespread the spelling of loss, blossom, crossed, possess, etc. 11 superintendant 13,000/65% intraference of superintendent 7,000/35% entrenched the noun suffix –ant, as in attendant, participant, etc. (superintend+ant) 12 forment trouble 18,000/90% influence foment 2,000/10% entrenched of torment. 13 expantiate 18,000/90% expand entrenched transferred to expantiate. 14 definate(ly) 12,000/60% intraference of entrenched the suffix -ate in words like decimate, defecate, inundate, etc. indestructable 11,000/55% intraference of indestructible 9,000/45% entrenched the suffix –able, as in formidable, durable, etc. 15 miscellanous 15,000/75% the redeployment miscellaneous 5,000/25% widespread of the adjectival suffixous, as in proteinous, intravenous, etc. anointed 16,000/80% doubling of anointed 4,000/20% entrenced consonants as in annotated, annoy, announce, etc. table 2: summary of the degree of spread of the items in table 1 types entrenched widespread common variant emerging isolated total number 10 5 1 1 1 2 20 the implications of orthographic intraference bode no. 10 (january june 2015) no. 10 (january june 2015) 139 homophonous/homonymous intraference. below are some typical examples from written works and spontaneous speeches. although they were not tested in a questionnaire, the researcher used his knowledge and experience as an educated nigerianand a teacher of english for over twenty years to tag them accordingly as entrenched, widespread, common, etc. 21. ‘love portion’ instead of sbe ‘love potion (entrenched) “he gave her love portion to eat and since then she does anything he says.” 22. pottage/porridge (entrenched) “in a corner of the market, women were sweating over sizzling pots of fried yam, yam pottage, rice and beans” (okediran, 2009, p. 170). sbe is porridge. pottage has a different meaning not related to cooked food. 23. their/there (common) “the road was very clear and their were signs of rain…” (uniben exam e/r: 07555: 2) 24. sight/cited/site (common) “we had not gotten to delta state when i sited a car at our back (uniben exam e/r: 00562 :2). 25. teaming/teeming (entrenched) “there is no food for the teaming population” (ekundayo, 2005, p.37). 26. lacking /lagging (entrenched) “you are lacking behind” (ekundayo, 2009, p.138). sbe is …lagging behind 27. wigs/wicks (entrenched) “have you fixed wigs in the stove?” (wicks), entrenched. 28. cannon/cannon (widespread) “they shot canons during their father’s burial” (cannons), entrenched. 29. tangle/tango (widespread) “it takes two to tangle” (tango), entrenched. the implications of orthographic intraference bode no. 10 (january june 2015) no. 10 (january june 2015) 140 30. seeming/seamy (widespread) “destitute are on the seeming side of life” (seamy), entrenched. 31. past/pass (widespread) “she just walked pass me” (past), entrenched. 32. stationery/stationary (common) “the vehicle is stationery” (stationary), entrenched. 33. career/carrier (widespread) “these are carrier women who don’t want to settle down” (career). regular word spelling intraference in acronyms 34. obj/obj (entrenched) obj, for olusegun obasanjo, a three-time nigerian headof state and president (1976-1979, as military head of state, and 1999-2007, as civilian president). 35. uniben/uniben (instead of uniben, or uniben, entrenched) “i was very glad and anticipated the day i would step into the gates of great uniben” (uniben exam booklet, e/r: 03708:3). 36. delsu (rather than delsu, or delsu), entrenched. 37. unilag (rather than unilag or unilag), entrenched. university of lagos. 38. nifor (nifor), entrenched. nigeria institute for oil-palm research. 39. nipost (nipost), entrenched. a clip and blend for ‘nigerian postal services.’ 40. jambite/jambite (entrenched) this is written as if it were not an acronym (jamb: joint admission and matriculation board, which conducts entrance examination to nigerian universities) combined with the suffix –ite. the fabrication has simply been raised to the status of an established word and written as such. this also occurs in sbe; for example, internet, laser, (quirk et al, 1985, p.1582).a jambite is a fresh, new student on campus, a novice or starter. the implications of orthographic intraference bode no. 10 (january june 2015) no. 10 (january june 2015) 141 compound-word intraference. all the respondents/responses collated and analysed (10,000 in all) admitted misspelling some words and mixing up the three ways in which compound words are spelt. furthermore, the twenty two compound words dictated for them to spell were spelt indiscriminately in any of the three ways. table 3 shows how the twenty-two compound words dictated were spelt. (a) is sbe variant. table 3. cases of compound word spelling intraference s/n compound percentage degree of spread comment 1 a. at least 2,000/20% entrenched in these examples, the b. atleast 7,000/70% nonsbe forms are more c. at-least 1,000/10% popular, the combined form atleast being the most popular. 2 a. day break 1,500/15% widespread b. daybreak 6,000/60% c. day-break 2,500/10% 3 a. day dream 2,000/20% widespread b. daydream 6,500/65% c. day-dream 1,500/15% 4 a. dry cleaner 2,000/20% common b. drycleaner 3,000/30% c. dry-cleaner 5,000/50% 5 a. every day 2,000/20% widespread b. everyday 7,000/70% c. every-day 1,000/10% 6 a. fish pond 3,000/30% widespread b. fishpond 5,000/60% c. fish-pond 2,000/10% 7 a. frying pan 2,500/25% variant b. fryingpan 3,500/35% c. frying-pan 4,000/40% 8 a. gas cooker 5,000/50% common b. gascooker 1,000/10% c. gas-cooker 4,000/40% again, the non-sbe form are more common, the combined form having 60%. the blocked form leads here. here, the hyphenated and blocked forms lead, the hyphenated form having 50%. the blocked form is the most popular here for both noun and adjective. sbe uses the blocked form as an adjective and the open form as a noun: ‘an everyday problem happens every day the blocked form is the most popular followed by the sbe form. the hyphenated form leads here with the blocked form next. the three are popular. sbe and the hyphenated forms are more popular for this word. the implications of orthographic intraference bode no. 10 (january june 2015) no. 10 (january june 2015) 142 9 a. girl friend 3,500/35% common b. girlfriend 5,000/50% c. girl-friend 2,000/20% 10 a. goal keeper 2,000/20% variant b. goalkeeper 4,500/45% c. goal-keeper 3,500/35% 11 a. hand shake 1,500/15% common as in 10 above. b. handshake 5,000/50% c. hand-shake 3,500/35% 12 a. in fact 500/5% widespread b. infact 9,000/70% c. in-fact 500/5% 13 a. lap top 2,000/20% common b. laptop 5,000/50% c. lap-top 3,000/30% 14 a. navy blue 2,000/20% variant b. navyblue 4,000/40% c. navy-blue 4,000/40% 15 a. schoolboy 6,000/60% widespread b. school boy 1,000/10% c. school-boy 3,000/30% 16 a. smallpox 4,000/40% variant b. small pox 3,000/30% c. small-pox 4,000/40% 17 a. steam engine 2,000/20% widespread b. steamengine 2,000/70% c. steam-engine 6,000/10% 18 a. sugar cane 2,000/20% common b. sugarcane 5,000/50% c. sugar-cane 3,000/30% 19 a. wedding ring 2,000/20% common b. weddingring 3,000/30% c. wedding-ring 5,000/50% 20 a. yellow fever 2,000/20% variant b. yellowfever 3,500/35% c. yellow–fever 4,500/45% 21 a. youth club 3,000/30% variant as in 18 b. youthclub 4,000/40% c. youth-club 3,000/30% 22 a. zebra crossing 3,500/35% widespread b. zebracrossing 2,000/70% c. zebra-crossing 4,500/45% the blocked form is ahead in this example. preference is for the combined and hyphenated forms. the blocked type is entrenched in ene. the popular types are the combined and hyphenated forms. the combined and hyphenated types are the more popular variants. the sbe form, which is blocked, is most popular. the hyphenated form is also common. the sbe form and the hyphenated form are variants here. preference is for the hyphenated form. the combined form is most popular. the hyphenated form leads in this word. the blocked and hyphenated forms are the popular variants. the sbe form and the hyphenated are more popular for this word. the implications of orthographic intraference bode no. 10 (january june 2015) no. 10 (january june 2015) 143 table 4. frequency table for compound-word-spelling intraference s/n type frequency percentage 1 entrenched 1 4.5% 2 widespread 8 36.3% 3 common 7 32% 4 variant 6 27% 5 emerging 0 0% 6 total 22 100% as shown above, compound spelling intraference is widespread and common in ene. table 3 shows that the three forms compete with one another, with higher preference for the combined and hyphenated forms. asked to state how best compound words should be written to avoid confusion, the respondents suggested one-way rule only. five thousand and eight hundred (5,800/58%) suggested the hyphenated type while four thousand and two hundred (4,200/42%) proposed the combined form. indeed, it makes no difference to meaning and it scarcely affects pronunciation if a compound word is written in any of the three forms. quirk et al(1985) also acknowledge the inconsistencies that characterise writing compound words. at times, a compound word is acceptably written in the three ways possible; for example, “a flower pot, a flower-pot, a flowerpot.” furthermore, they observe that hyphenation is more common in bre than in ame, where compound words tend to be written more in combined form (p.1569). table 5. summary table for all the cases examined types entrenched widespread common variant emerging isolated total number 23 18 11 7 1 2 62 percentage 37% 29% 18% 11.2% 1.6% 3.2% 100% the implications of orthographic intraference bode no. 10 (january june 2015) no. 10 (january june 2015) 144 figure 1. summary bar graph for all the cases examined conclusions the paper examined spelling variants in ene from the perspectives of derived and transferred spelling, homophones, homonyms, acronymisation and compound words. cases of transferred and derived spelling are often treated as writing errors even though some of them have fossilised so much that they characterise the written variety of nigerian english. examiners who can identify them as different from standard dictionary or sbe spelling treat them as errors and penalise writers for them, particularly in standardised examinations like general certificate of education (gce), west african school certificate examination (wasce), national examination council (neco), etc; and in language-based departments of higher institutions of learning. since ene does not condone spelling mistakes and as nige is still being standardised (a dictionary of nigerian english just got released in september, 2014), individual words that are misspelt for one linguistic or psycho-sociolinguistic reason or another, and homophonous/ homonymous mix ups should be treated as deviations or errors because homophonous and homonymous mix ups create confusion and distort meaning. so, they are not tenable as features of ene. teachers of composition in esl ought to identify and teach learners how to avoid or spot them during proofreading. however, acronyms and regular the implications of orthographic intraference bode no. 10 (january june 2015) no. 10 (january june 2015) 145 word-spelling intraference may be brooked because they are justifiable. they do not impede meaning and they are proudly nigerian. those that have become institutionalised as regular words should be allowed to be, e.g. ‘jambite’ or ‘jambite’ never written as ‘jambite’ or ‘jambite’ in ene. as regard compound-words, it has been shown that the spelling of compound words lacks consistency and uniformity in the two most popular english models of the world. therefore, the suggestion of our respondents presented below should be adopted. either a or b (as shown below) can be adopted for writing all compound words in all contexts, instead of the three ways in which they can occur, which confuse even the most conscious of writers: a b brotherinlaw or brother-in-law commanderinchief or commander-in-chief cassavaflower or cassava-flower stonehearted or stone-hearted sergeantatarm or sergeant-at-arm headofstate or head-of-state the researcher’s preference is for b because the blocked form often gives the impression that it is a single entity when indeed it has two base forms, and the separated form also gives the impression that they are two words in a basic or simple noun phrase. writing the hyphenated form only will be clearer and easier to teach, internalise and write. alternatively, writers should be at liberty to use any of the three forms to write any compound word whatsoever, as in the example of ‘flowerpot,’ ’flower-pot’ or ‘flower pot.’ the teaching (and teachers) of esl should identify the areas of orthographic confusion examined here, teach, demonstrate them and make learners write exercise regularly on them to internalise their dynamics and correct features until such a time that the english spelling system is reformed to eliminate irregularities, as ekundayo (2014) has proposed and demonstrated. the implications of orthographic intraference bode no. 10 (january june 2015) no. 10 (january june 2015) 146 references banjo, a. (1970). the english language and the nigerian environment. journal of nigeria english studies association. 4(1) 51-60. banjo, a. (1996). making a virtue of necessity: an overview of the english language in nigeria. ibadan: ibadan university press. bezrukova, m.k. (i2011). what english do you need? kareen’s linguistics issues. http://www3.telus.net/linguisticsissues/index. html. 1 jan. 2011. bloomfield, l. (1934). language. british ed. chicago: urwin books. chomsky, noam. (1965). aspects of the theory of syntax. cambridge: mit press. croft, w. (2000). explaining language change: an evolutionary approach. harlow, essex: longman. croft, w. (2003, 2006). the relevance of evolutionary model in historical linguistics. in ole nergaard thomsen. (ed.). competing models of linguistic change: evolution and beyond. london: john benjamin publishers. crystal, d. (2005). the cambridge encyclopedia of the english language. cambridge: cambridge university press. ekundayo, b. s. (2006). the concept of ‘intraference’ in english: the morphemic examples in nigerian english as second language. (master’s thesis). project. university of benin, benin city, nigeria. ekundayo, b.s. (2009). everybody’s english handbook. 5th ed. benin: nobel publishers. ekundayo, b.s. (2013). intraference in educated nigerian english (ene). (doctoral dissertation). university of benin, benin city, nigeria. ekundayo, b. s. o. (2014). suggested spelling reform in educated nigerian english: who bells the cat? sage open 2014, 37-50. firth, john rupert. (1937). tongues of men. london: watts. hale, b. (2000). intraference mirror. retrieved from www.barryhale. intraferencemirrors jowitt, d. (2008, 28 march). varieties of english: the world and nigeria. inaugural lecture. university of jos, jos, nigeria. okediran, w. (2009). tenants of the house. lagos: nelson publishers. the implications of orthographic intraference bode no. 10 (january june 2015) no. 10 (january june 2015) 147 ogbulogo, c. (2005). another look at nigerian english. covenant university public lecture series l1.5. onose, i. the linguistic problems of urhobo users of english. (doctoral dissertation). university of benin, benin city, nigeria. quirk, r, greenbaum, s., leech, g. &svartvik, j. (1985). a comprehensive grammar of the english language. london: longman. richards, j.c. (ed.). (1984). perspective on second language acquisition. london: longman, 1984. richards, j. c., & sampson, g.p. the study of learner english. in richards j.c. (ed.), 13-18. saussure, f. (1966). course in general linguistics. trans. by wade baskin. newyork: mcgraw hill. selinker, l. (1984). interlanguage. in richards j.c. (ed.), 1-54. seymour, p.h.k, (2001, september). how do children learn to read? is english more difficult than other languages? a paper presented at the british festival of science. surakat, t.y. (2010). categorising varieties of nigerian english: a psycho-sociolinguistic perspective. journal nigerian english studies association (jnesa) 13(2), 97-110. tomori, olu sh. (1977). the morphology of present–day english. ibadan: heinemann. trasks, r. l. (1999). key concepts in language and linguistics. london and new york: longman, routledge. uniben examination script. (2009). e/r 05622, p. 2. uniben examination script. (2009). e/r 07558, p. 2. uniben examination script. (2009). e/r 03708, p. 3. upward, c. (1995). orthography vs literacy: findings of the iea, jsss, 1995/2, 5/8. yule, v. (1978). is there evidence for chomsky’s inference of english spelling? spelling probulletin 18(4), 10-12. yule, v. (1991). orthography and reading: spelling and society. (doctoral dissertation). monash university. the implications of orthographic intraference bode no. 10 (january june 2015) no. 10 (january june 2015) 148 author *omowumi steve bode ekundayo is on the academic staff of the department of english and literature, university of benin, benin city, nigeria, where he teaches grammar, writing, phonetics and phonology. he holds a ba.ed, ma and phd in english and literature. his areas of interest and research are sociolinguistics with sbe-esl/nige bias, applied linguistics, semiotics, stylistics, language varieties, phonology, poetry and creative writing. he has authored many books and scholarly articles in both local and international journals. the implications of orthographic intraference no. 10 (january june 2015) no. 10 (january june 2015) 138 no. 11 (july december 2015) no. 11 (july december 2015) the differences between spoken and written grammar in english, in comparison with vietnamese1 las diferencias entre la gramática oral y escrita del idioma inglés en comparación con el idioma vietnamita nguyen cao thanh2* tan trao university, vietnam abstract the fundamental point of this paper is to describe and evaluate some differences between spoken and written grammar in english, and compare some of the points with vietnamese. this paper illustrates that spoken grammar is less rigid than written grammar. moreover, it highlights the distinction between speaking and writing in terms of subordination and coordination. further, the different frequency of adverbials and adjectivals between spoken and written language is also compared and analyzed. keywords: spoken and written grammar, english, vietnamese 1 received: july 15, 2015 / accepted: september 10, 2015 2 thanhthu7580@yahoo.com gist education and learning research journal. issn 1692-5777. no. 11, (july december) 2015. pp. 138-153. 139 no. 11 (july december 2015) no. 11 (july december 2015) resumen el principal objetivo de este artículo es describir y evaluar algunas diferencias entre la gramática oral y escrita del idioma inglés y comparar algunos aspectos gramaticales con el idioma vietnamita. esta revisión muestra como la gramática oral es menos rígida que la gramática escrita. por otra parte, se destaca la distinción entre el hablar y el escribir en términos de subordinación y coordinación. además, la diferencia en el uso de adverbios y adjetivos entre la gramática oral y escrita también es comparada y analizada. palabras clave: gramática oral y escrita, inglés, vietnamita resumo o principal objetivo deste artigo é descrever e avaliar algumas diferenças entre a gramática oral e escrita do idioma inglês e comparar alguns aspectos gramaticais com o idioma vietnamita. esta revisão mostra como a gramática oral é menos rígida que a gramática escrita. por outro lado, se destaca a distinção entre o falar e o escrever em termos de subordinação e coordenação. além do mais, a diferença no uso de advérbios e adjetivos entre a gramática oral e escrita também é comparada e analisada. palavras chave: gramática oral e escrita, inglês, vietnamita cao 140 no. 11 (july december 2015) no. 11 (july december 2015) introduction in early times, there was no writing, and people exchanged information only by speaking. through the historical stages of development, the writing system was shaped. nowadays, writing is an indispensable means of communication for people in life as well as work. parallel to writing, speaking has also become more adequate and perfect day by day. as a result, research into spoken and written language in english, the global language, has been properly addressed. one of the principal aims of this reflection is to analyze how to distinguish between spoken and written grammar. based on this, the teaching of english at school may take the direction of differentiating between spoken and written grammar. there are many different definitions of spoken and written language. however, in a minor scope of the paper, i will give a definition given by horowitz and samuels (1987): oral language is typically associated by linguists with conversation that is produced, processed, and then evaluated in the context of face-to-face exchange and grounded in interpersonal relationships that are often clearly established. oral language is adapted to a specific audience and to socio-cultural settings and communities that are presumably present, functioning in a context of here and now. (p. 56) in contrast: written language is typically associated with language of books and explanatory prose such as is found in schools. written language is formal, academic, and planned; it hinges on the past and is reconstructed in such a way that in the future it can be processed by varied readerships. (p. 21) table 1. the oral-written dichotomy (horowitz and samuels, 1987) oral language written language talk text face to face conversation with reciprocity between speaker and listener face to text with limited reciprocity between author and reader narrative-like expository-like action-oriented idea-oriented event-oriented argument-oriented story-oriented explanatory here and now future and past in given space and time not space – or time – bound differences between spoken and written grammar cao 141 no. 11 (july december 2015) no. 11 (july december 2015) informal formal primary discourse secondary discourse natural communication artificial communication interpersonal objective and distanced spontaneous planned sharing of context (situational) no common context ellipsis explicitness in text consciousness structureless highly structured cohesion through paralinguistic cues cohesion through lexical cues single predication multiple prediction repetition succinctness simple linear structures complex hierarchical structures paratactic patterns hypotactic patterns right branching with limited subordination left branching with multiple levels of subordination fleeting permanent unconscious conscious and restructured from the above definition, this paper will attempt to distinguish some differences between spoken and written grammar. english and vietnamese are adopted to be compared. the foundation of this paper is partly based on the author’s personal understanding and mostly on a collection of arguments from other authors. literature review from historical research up to now, there have been a variety of understandings about spoken and written language in english. however, it is undeniable that oral and written narratives are two components constructing english. as a result, the aspects of spoken and written language such as grammar are always a current topic for researchers. there are many different ideas about the occurrence of written and spoken language, such as the frequency in narrative, which is more important, and whether they work together or separately. townend and walker (2006) suppose that both spoken and written language are closely interdependent. they emphasize that from primary time, spoken language was a means to express ideas and information while written language was a symbol system to represent the spoken form. cook (2004) differences between spoken and written grammar cao 142 no. 11 (july december 2015) no. 11 (july december 2015) states that although there are some similarities of the systems of speech and writing, there are many differences. written language can easily show various words by varying the spelling. “many of the devices of written language have no spoken equivalent” (p. 12). biber (1986) also shows that “linguistic differences between speaking and writing have been attributed to differing processing constraints and to differing situational characteristics” (p. 23). from the above evaluations, it can be seen that although there are some similarities, there are also remarkable differences between spoken and written grammars in english. actually, in grammar books, the concentration is on written grammar, and students are usually taught this rather than spoken grammar. it should be recognized that normally, when people speak, they often do not pay much attention to the words, sentences, structures or conjunctions. as a result, grammar in spoken language is usually not strict; it is less rigid and more flexible than in writing. as in townend and walker’s analysis, there is an interdependence between spoken and written language, but they still have to find the answer for the question, “why does language have two parts?” because of that, there should be a distinction between spoken and written language. at school, besides written grammar, spoken grammar should also be properly addressed because it has been an indispensable part of languages in general and english in particular. spoken grammar less rigid than written grammar in spoken language, the participants usually do not pay much attention to lexical content and meaning, which are strictly used in written language. biber (1986) gives two examples (p. 15-16), one from face-to-face conversation and one from an official document. text sample 1 (face-to-face conversation) b: it doesn’t need to but it does in fact by tradition all the a: finalists b: finalists go and so the others mmm the others sort of feel differences between spoken and written grammar cao 143 no. 11 (july december 2015) no. 11 (july december 2015) that things won’t go on much longer a: well they really haven’t any reason to because i mean finalists are b: mmm a: and they actually do finish b: exactly of course they do a: and the others don’t well i don’t know b: but i don’t think it’s feasible i mean i know this is the first time i’ve done it and i’m not in a main line paper but i’m sure it’ll take me all my time to do it in three weeks i mean i’ve seen what it’s been like for you i know… had more on the other hand i must allow myself good time the first time i do it a: i don’t think i’m going to go on with it b: are you doing two or one paper this year a: only one text sample 2 (official document) the university expects its students to conduct themselves at all times in an orderly manner creditable to the good name of the university. regulations for the maintenance of good order and discipline are promulgated from time to time… the official dates of university terms are published in the calendar apply to all students. students (other than new students at the opening of a session and research students) are required to arrive in hull on the first day of term and, except with the special permission of the dean of their faculty, may not go down until the last day. the first and last days of term as published are regarded as travelling days on which no lectures or classes will be held… differences between spoken and written grammar cao 144 no. 11 (july december 2015) no. 11 (july december 2015) text sample 1 uses interpersonal interaction and personal attitude (i, you, are you doing?, …feel that i don’t think that, i know this is…, what it’s been…). text sample 2 uses longer and more academic words to present meaning (an orderly manner creditable to…, regulations for the maintenance…). additionally, in spoken narratives, people often use elliptical and abbreviated forms. when somebody asks us “what are you doing?” we can answer “cooking” or “studying.” the answer stands for the complete sentence, “i am cooking” or “i am studying,” which is unnecessary in the form of the question. townend and walker (2006) typify an instance: a child went to find his grandmother in another room, saying as he left “better see … bromma’s up to.” grandfather who overheard this repeated it later to grandmother as “i’d better see what grandma’s up to” (p. 18). it is quite complicated to understand the content if we do not base on specific context, but it is often accepted in spoken language. horowitz and samuels (1987) show that in writing people use complete sentences, but in speaking we usually use incomplete sentences. they take the following example: people can say, “just going to check the reserve stock out of the back. won’t be a minute” (p. 27). the written version of this would be “i am just going to check the reserve stock out the back. it won’t be a minute.” it should be noted that in conversations or speech, people speak to exchange information with each other in a restricted context. in contrast, in writing, the author presents his or her ideas for the public, so the style must be academic and formal. according to leech (1998), conversation, which is the most common type of spoken language, takes place in real time, so it often expresses personal politeness, emotion, and attitude. specifically, conversation usually uses syntactic reduction such as you better…, what you doing? we gonna… moreover, people also use familiarizing vocatives like honey, mum, guys, dude, mate… when people desire others to do them a favour or ask someone to do something, they often use polite formulae and indirect requests such as thank you, sorry, please, would you…, could you…, can i… another feature of the spoken language is that, when people speak, they often use expletives such as god, jesus christ, my gosh, bloody hell, geez. in addition, other exclamations are also seen in spoken language like, what a rip off, you silly cow, the bastard, good boy, the bloody key! it can be explained that spoken language often does not require strict rules, so it is less rigid and more flexible than the written language. moreover, people communicate with each other anytime and anywhere, so most of the frequency of spoken language is informal and less academic. this is the reason why speakers can have chances to use vocatives, expletives, exclamation and differences between spoken and written grammar cao 145 no. 11 (july december 2015) no. 11 (july december 2015) abbreviations. in contrast, the language in writing is often formal and academic, so it usually needs strict and appropriate words. unlike english, which usually uses the elliptical and abbreviated form, vietnamese does not have this characteristic either in spoken or written language. in english, especially in using modal verbs, the speaker and writer often use the reduced form such as won’t (will not), can’t (cannot), shouldn’t (should not) or couldn’t (could not). on the contrary, in spoken and written stories in vietnamese, the full form must be used. people have to speak and write fully không thể (cannot, could not), sẽ không (will not), không nên (should not). some following examples are the typical demonstrations. ngày mai tôi sẽ không đichơi. (i will not go out tomorrow) anh không nên làm việc đó. (you should not do that stuff) cô ta không thể trả tiền cho tôi. (she cannot afford to pay me money) not unlike english, spoken grammar in vietnamese is less rigid and informal than written grammar. binh (1971) shows that there are many spoken sentences in vietnamese which have no subjects, while they are strictly constructed in the written language. he demonstrates a few forms: • the negative forms đừng, chớ and hãy are often used in sentences which contain no subjects. hãy đợi một chút nữa (let’s wait one little more) chớ đi nhanh quá (no go fast very) • ‘half-questions’ is also one kind of the questions containing no subjects, for instance: cơm chưa? (eaten yet? lit.: eat question word?) đi đâu đấy? (where (are you) going? lit.: go where final particle?) ăn không? (want to eat? lit.: eat question word?) đẹp thế nào? (how beautiful (is that lady)? lit.: beautiful how?) subordination one of the fundamental distinctions between spoken grammar and written grammar is subordination. tannen (1984) defines that “subordination is the asymmetrical relationship between an independent and dependent clause(s) in which the dependent clause is introduced by an overt subordinating conjunction” (p. 24). the use of subordination between spoken and written language is not balanced and depends on different types and various functions differences between spoken and written grammar cao 146 no. 11 (july december 2015) no. 11 (july december 2015) differences between spoken and written grammar cao of the whole sentence. two of the subordinating factors, which clearly exhibit the differences between written and spoken language, are adjectivals and adverbials. adjectivals. with regard to adjectival relative pronouns, this type of subordination occurs more frequently in spoken than in written language. keenan (1975) summarizes the use of adjectival in the following table: table 2: frequency indices and percentages of occurrence of each adjectival relative pronoun in spoken and written peer narratives (keenan, 1975, p. 60) spoken written total frequency index 11.7 (147) 6.9 (49) restrictive relatives 8.0 (101) 4.8 (34) non-restrictive relatives 3.7 (46) 2.1 (15) who 33% (48) 31% (15) which 11% (17) 29% (14) that 46% (68) 20% (10) where 5% (7) 2 (1) whom (0) 2% (1) table 2 shows the frequency index for relative clauses and the percentages of overall occurrence for each relative pronoun in spoken and written peer narratives. overall, the occurrence of relative pronouns in spoken language is approximately three times that of written language, (147 in the spoken while 49 in the written). restrictive relative clauses are considerably more frequent in both the spoken and written stories than non-restrictive relatives. the occurrence of pronouns is also not balanced. referring to table 2, the relative pronoun that is used in spoken much more than in written language (46% in the spoken and 20% in the written). there are some typical examples for that: the man that lives next door is very friendly. where is the fruit that was in fridge? everything that happened was my fault. in contrast, there is a preference for which in written narratives with 29% while 11% in spoken narratives. it would account for the social uses of language based on pragmatics and sociolinguistics. is it possible, argue critical pedagogues, for teachers to embrace a pedagogy which empowers students to intervene in the making of history? (zyngier, 2003, p. 43) 147 no. 11 (july december 2015) no. 11 (july december 2015) knight suggests the test or benchmark of a democratic education is not just the difference it makes to the lives of the students but also to the community to which the students belongs. (zyngier, 2003, p. 44) in vietnamese, relative pronouns are rarely used in either spoken and written language (can, 2001). usually, the use of relative pronouns in vietnamese causes statements and utterances to become more complicated and redundant. some following examples can demonstrate this: example 1 anh co biet nguoi phu nu song o phong ben canh khong? anh co biet mot phu nu, nguoi song o phong ben canhkhong? (do you know the woman who lives next door?) example 2 anh co biet dia diem toi sap chuyen den khong? anh co biet dia diem, noi ma toi sap chuyen den khong? (do you know the place where i am going to move to?) the meaning of the two sentences in example 1 is the same, and in example 2 as well. however, vietnamese speakers rarely use the pronoun nguoi (who) as in 1.2 or noi (where) in 2.2, especially in written narratives. adverbials. the difference is not the same in every adverbial, but in general, adverbials in written language are much more frequent than in spoken language (tannen, 1984). tannen constructs a table to show this distinction (p. 19). table 3: frequency indices for adverbial subordinate clauses in spoken and written peer narratives spoken written when 1.6 (20) 3.7 (26) as 1.3 (16) 3.7 (26) while .8 (10) 2.3 (16) because 1.3 (16) (0) if 1.3 (17) (0) whether (0) .8 (6) differences between spoken and written grammar cao 148 no. 11 (july december 2015) no. 11 (july december 2015) after .2 (3) .6 (4) where .5 (6) .4 (3) like .9 (11) .3 (2) since .2 (2) .3 (2) (al)though .1 (1) .1 (1) as if (0) .3 (2) before .2 (2) .1 (1) so that .2 (2) (0) wherever (0) .1 (1) whereby (0) .1( 1) once (0) .1 (1) total 8.4 (106) 13.0 (92) there are some instances for the use of adverbial clauses: i fell asleep while i was watching television. i didn’t get the job although i had all the necessary qualifications. as you know, it’s tom’s birthday next week. (murphy, 1995, p.46) the above statistics are quite similar to what o’donnell (1974) found for adverbial clauses in his research: 22 for spoken and 33 for written per 100 units. in total, the adverbial clauses occurred more frequently in written (13.0) than in spoken language. however, the occurrence among clauses is different. for example, there is no whether in spoken language while there are 0.8 (6) in written. moreover, with the subordinators wherever, whereby and once, the frequency in spoken narratives is zero, but they frequently occurred .1 (1) in written samples. there are also some adverbial clauses such as like. this clause is used more in spoken than in written language: .9 (11) and .3 (2). it is possible that the frequency of adverbial subordinate clauses is not always fixed between spoken and written narratives. rather, it depends on the contexts and specific situations of spoken narrative; for instance, a speech in a conference is usually more formal than a conversation between friends. in vietnamese, the adverbial subordinate clause is quite balanced between spoken and written language (tu, 2002). in tu’s statistics, the occurrence differences between spoken and written grammar cao 149 no. 11 (july december 2015) no. 11 (july december 2015) of adverbials in both spoken and written language is approximately 9.5 % of 93 stories. the following examples are typical illustrations for the use of adverbials in vietnamese language: dậu phải báncả con vì chồng cô rơi vào cảnh nợ nần. (dau has to sell her daughter, because her husband was in debt.) anh ta gọi điện cho tôi trước khi đến (he called me before coming) (ngo, 1979) similarly to english, vietnamese language rarely uses có hay không, được hay không (whether) or như thể, cứ như là (as if) in spoken language. coordination sil international (2004) defines “a coordinating conjunction is a conjunction that links constituents without syntactically subordinating once to each other” (p. 23). this could be understood as the coordinating conjunction being used to join two independent clauses which are equally important. a coordinating conjunction usually uses a comma, and it is often in the middle of sentence. there are some important coordinating conjunctions such as and, but, so and or. examples: he lives in melbourne, and he studies at latrobe. i was sick, so i went to the doctor. she is italian, but her father is french. in the comparison between spoken and written language, the use of coordinating conjunctions is more frequent in spoken discourse than in written (tannen, 1984, p. 17). her statistics illustrate this distinction: table 4: frequency indices for coordinating conjunctions in spoken and written peer narrative spoken written and 72.9 (918) 35.9 (254) but 4.8 (61) 2.1 (15) differences between spoken and written grammar cao 150 no. 11 (july december 2015) no. 11 (july december 2015) so 4.2 (55) .8 (6) or 1.1 (14) .1 (1) and so 1.3 (16) (0) total 84.5 (1064) 39.0(276) from the above table, it is clearly recognized that the use of and is much more preferred in the spoken (72.9 in the spoken and 35.9 in the written). according to martinet (1964), “the use of and contributes to the fragmented quality of speech. this greater use of filler words and the characteristic of chaining numerous clauses together with and can be attributed to speakers’ lack of tolerance for silence” (p. 9). the following examples typify the feature of spoken discourse: and then he gets down out of the tree, and he dumps all his pears into the basket, and the basket’s full, and one of the pears drops to the floor, and he picks it up, and he takes his kerchief off, and he wipes it off, and places it in the basket which is very full. it can be seen that coordinating conjunctions are one of the important factors in both spoken and written language. depending on the specific characteristics, the occurrence of coordinating conjunctions is dissimilar between speaking and writing. this is evident in the above evaluation in a speaking situation when people do not feel confident or do not have enough words to express themselves, they usually use conjunctions such as and or so to fill the silence and make the narrative coherent. conclusions the fundamental point of this paper is to describe and evaluate some differences between spoken and written grammar in english. some of the above points were also compared with vietnamese. this paper has illustrated that differences between spoken and written grammar cao 151 no. 11 (july december 2015) no. 11 (july december 2015) spoken grammar is less rigid than written discourse. moreover, the distinction between speaking and writing in terms of subordination has been highlighted. relating to this point, the different frequency of adverbials and adjectivals between spoken and written languages is also compared and analysed. in addition, the study also examines the distinguishing features between spoken and written components in terms of coordinating conjunctions. pragmatically, results of this study could significantly contribute to the teaching of english to vietnamese speakers. the above evaluation shows the crucial roles of both spoken and written english. clearly, both spoken and written discourse are two indispensable facets of language in general, and of english in particular. although there are considerable differences between speaking and writing in terms of grammar, they are always interdependent of each other. furthermore, the english grammar taught at school should be balance of both spoken and written language in order to provide learners comprehensive and clear understandings about the similarities as well as differences of spoken and written english. differences between spoken and written grammar cao 152 no. 11 (july december 2015) no. 11 (july december 2015) references biber, d. (1986). spoken and written textual dimensions in english: resolving the contradictory findings. los angeles: university of southern california. binh, t.d. (1971). a tagmemic comparison of the structure of english and vietnamese sentences. the hague: mouton. can, l.v. (2001). structure of vietnamese sentences. hanoi: hanoi education university. cook, v. (2004). the english writing system. london: hodder headline group. donnel, r. c. (1974). syntactic difference between speech and writing: american speech. 49, 102-10. horowitz, r & samuels, s. (1987). comprehending oral and written language. bingley, england: emerald group. keenan, e. (1975). variation of universal grammar: analyzing variation in language. in r. fasold & r. shuy (eds.), pp. 13648. washington, dc: georgetown university press. leech, g. (1998). english grammar in conversation. lancaster, uk: department of linguistics and modern english language. retrieved from: http://www.tuchemnitz.de/phil/english/chairs/linguist/real/ independent/llc/conference1998/papers/leech/leech.htm murphy, r. (1995). english grammar in use. cambridge. cambridge university press. ngo, n. (1979). written grammar in vietnamese. social sciences publish house: hanoi. o’donnell, r. (1974). language and context. london: wellington house. sil international. (2004). what is a coordinating conjunction? sil international. retrieved from: http://www.sil.org/linguistics/glossaryoflinguisticterms/ whatisacoordinatingconjunction.htm tannen, d. (1984). coherence in spoken and written discourse. norwood, nj: ablex publishing corporation. townend, j. & walker, j. (2006). structure of language: spoken and written english. london: whurr publishers. tu, c. d. (2002). the subordinate clause in vietnamese. hanoi: education and training ministry. differences between spoken and written grammar cao 153 no. 11 (july december 2015) no. 11 (july december 2015) zyngier, d. (2003). connectedness: isn’t it time that education came out from behind the classroom door and rediscovered social justice. social alternatives, 22(3). author * thanh nguyen finished his phd in education at la trobe university, australia in 2013. he is currently undertaking the role as deputy head in the department of science management and international relations at tan trao university, vietnam. dr. nguyen has a number of publications, and is editor of several science journals. his areas of interest include language studies, student learning and cultural identity. differences between spoken and written grammar cao no. 23 a collaborative autoethnography on raciolinguistic experiences and the construction of linguistic identities during an intercultural exchange1 una autoetnografía colaborativa sobre experiencias raciolingüísticas y la construcción de identidades lingüísticas durante un intercambio intercultural maría paula campos campos, stephany garzón roa, maría paula méndez, jairo enrique castañeda trujillo2* universidad surcolombiana, colombia 1 received: october 30th 2020/ accepted: september 2nd 2021 2 mapaulacc18@gmail.com; stefanygarzonr@gmail.com; pola.mp19@gmail.com; jairo.castaneda@usco.edu.c gist education and learning research journal. issn 1692-5777. no. 23 (july december, 2021). pp. 59-79 language development in a study abroad experience 60 no. 23 abstract the personal experiences of three of the authors of this document as au pairs in the united states exposed some issues related to social justice and discrimination that made the participants reflect on their identity as speakers and future teachers of english. this article shares, analyzes and interprets these reflections collaboratively in search of the contributions of this intercultural exchange to the construction of the identity of the participants, and how these experiences contrast with those lived as pre-service english teachers in a public university in the southeastern region of colombia. using a collaborative autoethnographic approach, the participants exposed situations of discrimination and inequality for not being native english speakers or for being latin american. they analyzed them in the light of the theory on linguistic identity, raciolinguistics, and english varieties. the findings showed that the participants’ negative experiences helped the participants consolidate their identity as teachers of english, allowing them to see the inequalities and injustices that exist within the english program and empowering them to propose changes within their immediate contexts in their country of origin. the article is intended to be a useful resource specifically, but not exclusively, for english teachers in training who plan to do cultural exchanges abroad but who also project themselves as english teachers. keywords: collaborative autoethnography; english varieties; linguistic identity; raciolinguistics; teacher identity. resumen las experiencias personales de tres de los autores de este documento como au pairs en estados unidos expusieron algunos temas relacionados con la justicia social y la discriminación que hicieron reflexionar a los participantes sobre su identidad como hablantes y futuros profesores de inglés. este artículo comparte estas reflexiones, las analiza e interpreta colaborativamente en busca de los aportes de este intercambio intercultural a la construcción de la identidad de los participantes, y cómo contrastan estas experiencias con las vividas como docentes de inglés en formación en una universidad pública de la región suroriental de colombia. utilizando un enfoque autoetnográfico colaborativo, los participantes expusieron situaciones de discriminación y desigualdad por no ser angloparlantes nativos o por ser latinoamericanos y luego las analizaron a la luz de la teoría sobre identidad lingüística, raciolingüismo y variedades del inglés. los hallazgos mostraron que las experiencias negativas vividas ayudaron a los participantes a consolidar su identidad como profesores de inglés, dejándoles ver las desigualdades e injusticias que existen dentro del programa de inglés y empoderándolos para proponer cambios dentro de sus contextos inmediatos en su país de origen. el artículo pretende ser un recurso útil específicamente, pero no exclusivamente, para los profesores de inglés en formación que planean hacer intercambios culturales al extranjero pero que también se proyectan como profesores de inglés. palabras clave: autoetnografía colaborativa; variedades del inglés; identidad lingüística; raciolingüística; identidad docente. collaborative etnography on raciolinguistic experiences campos, garzon, mendez & castañeda 61 no. 23 resumo as experiências pessoais de três dos autores deste documento como au pairs nos estados unidos expuseram alguns assuntos relacionados com a justiça social e a discriminação que fizeram refletir aos participantes sobre sua identidade como falantes e futuros professores de inglês. este artigo compartilha estas reflexões, analisa-as e interpreta colaborativamente em busca dos aportes deste intercâmbio intercultural à construção da identidade dos participantes, e como contrastam estas experiências com as vivenciadas como docentes de inglês em formação em uma universidade pública da região sul-oriental da colômbia. utilizando um enfoque autoetnográfico colaborativo, os participantes apresentaram situações de discriminação e desigualdade por não ser anglofalantes nativos ou por ser latino-americanos, raciolinguismo e variedades do inglês. as descobertas mostraram que as experiências negativas vividas ajudaram os participantes a consolidar sua identidade como professores de inglês, deixando-os ver as desigualdades e injustiças que existem dentro do programa de inglês e empoderando-os para propor mudanças dentro de seus contextos imediatos em seu país de origem. o artigo pretende ser um recurso útil especificamente, mas não exclusivamente, para os professores de inglês em formação que planejam fazer intercâmbios culturais no exterior, mas que também se projetam como professores de inglês. palavras chave: autoetnografia colaborativa; variedades do inglês; identidade linguística; raciolinguística; identidade docente. collaborative etnography on raciolinguistic experiences campos, garzon, mendez & castañeda 62 no. 23 introduction t he process of becoming an english teacher is complex from the beginning. english teachers in training reexamine their beliefs about teaching and learning a language throughout their careers. however, some english language teaching programs do not offer many opportunities for an exchange abroad. that is why many english teachers in training take the option of becoming an au pair as an alternative to know first-hand what they have been taught in the classrooms related to english use. the cultural experience goes beyond using english to communicate. during their stay abroad, the trainee teachers lived experiences that helped them improve their communication skills and made them think and rethink their identity as english teachers. in this paper, three pre-service teachers analyze their experiences as an au pair in the united states. the different situations gave rise to discussions and reflections on who they are as english speakers. additionally, during the construction of the collaborative autoethnographies, they discussed the implications that this experience had on their identity as english teachers. similarly, those situations that gave rise to critical incidents are evoked, which led them to rethink their preconceptions about who the native speaker is and the importance of recognizing english varieties. this proposal to carry out a collaborative autoethnography study arises from the research seminar course carried out at the university. the professor in charge of the course guided the students in understanding the collaborative autoethnography methodology and provided the necessary advice to carry out this research (castañedatrujillo, 2020). in this sense, the document is presented as a research report and offers a theoretical reflection of the research’s most relevant aspects. the methodology used is explained later. given that it is a narrative type investigation, by the very nature of autoethnography, the results are presented in the first person, in line with the poststructural commitments of this study. the subjectivities as participants are more visible, and fluid in the co-construction carried out for this study (sultana, 2007). finally, we state some conclusions and implications of the study. theoretical framework in this section, we describe the three main theoretical elements that constitute the foundations of this research: linguistic identity, english and englishes, and raciolinguistic collaborative etnography on raciolinguistic experiences campos, garzon, mendez & castañeda 63 no. 23 linguistic identity identity is a concept that many people have tried to define. the field of identity has been explored in many studies in recent years. identity is crucial to our understanding of the relationships between us and our world’s dynamics and how these relationships are built across time and space, including future projections and possibilities (norton 1997, cited in sarasa, 2016). this understanding is only possible through language, and language can be considered a marker of individuality. that is, language is loaded with traits and characteristics that are constituted through interactions. in this way, as stated by rovira (2008), “language is intrinsic to the expression of culture” (p. 66), and culture, formed by human experiences, is built from verbal and non-verbal language. culture is an element of identity construction, and identity affects culture in that it is changing and adaptable to circumstances and time. this complex relationship between culture, language, and identity gives way to linguistic identity, understood as the series of characteristic features that constitute an individual’s particularity or the community where it interacts (edwards, 2009). this study will approach those established by bakhtin (1935) on the relationship between identity and language. for the author, this relationship occurs through the verbal and non-verbal presentation of the perspectives, beliefs, values , and principles of a community that characterizes them. explicitly, individuals build different identities based on their place, the people with whom they communicate, and the customs or traditions they exchange during their encounters. from these interactions, language becomes a path towards the fusion of cultures. english and englishes as au pairs, we had the opportunity to experience an environment where different varieties of our target language coexisted. we interacted with people from other countries whose first or second language was english. on the grounds of living in an english speaking country, we correlate llurda’s (2019) comment, who claims that being exposed to real english scenarios, enables you to acknowledge the different forms the language takes and which are acceptable. besides, as canagarajah (2013) advocates, “we should focus on language awareness rather than grammatical correctness in a single variety; strategies of negotiation rather than mastery of product-oriented rules; pragmatics rather than competence” (p. 8). along the same lines, we did not have significant challenges to communicate since we tried to find the means to understand one another despite the differences in pronunciation, lack of grammar, not wide vocabulary, and regardless of how our own culture particularly made us perceive the language. collaborative etnography on raciolinguistic experiences campos, garzon, mendez & castañeda 64 no. 23 since the grand british conquest and the expansion of english due to globalization, local communities worldwide were adopting the use of the language influenced by their particular linguacultural background. it granted english special characteristics triggering the diversity of the language. to get a picture of english variety classification, we rely on kachru’s “three-circle model,” where the english language in the world is divided into three categories. the first one, the “inner circle,” comprehends enl countries, considered standard english. the second one, the “outer circle,” encompasses esl countries that have been historically related to english-speakers countries due to colonization, especially by british and americans. these territories have established english as one of their official languages, and they have transformed it, remaining the “common core characteristics of inner circle varieties of english. besides. it can be distinguished from them by particular lexical, phonological, pragmatic, and morphosyntactic innovations.” (brown, 1995, p. 234). the third one, the “expanding circle,” comprises the rest of the world. for instance, in colombia, where english is considered a foreign language and has no official status, it is not commonly used in daily life. raciolinguistic raciolinguism connects with the idea that language and race are not separate autonomous entities. language shapes our perception of race, and race shapes our perception of language. statements about the nature of race and the superiorityinferiority dichotomy serve to protect certain groups’ interest or hierarchical position. flores and rosa (2015) identify this group as white subjects who speak and listen from a monoglossic perspective. that is, they establish a unique linguistic standard to which others must aspire. this imposition is achieved by the diffusion of ideologies linked to nationalism and has spread due to neoliberalism and globalization. these raciolinguist ideologies are strengthened in countries like the united states due to the appropriation discourses through which it is urged to continue with the standardization processes of english for those who consider themselves non-native speakers of the language, that is, those who are not owners from language. raciolinguism has even reached education. children born out of the united states and who have a mother tongue other than english are discriminated against and rejected for speaking english with a foreign accent. however, alim et al. (2016) state that as we enter “a new understanding that language varieties are not just lists of characteristics that belong to a given ‘race’, even questioning the very notion of a fixed ‘language variety,’ we can move towards speaking in terms of the more fluid sense of ‘linguistic resources’” (p.2). what the authors mention promotes the idea of the acceptance of variations of english, that is, dismantling the idea of standard english and the promotion of a single variety of the language (rosa & flores, 2017). collaborative etnography on raciolinguistic experiences campos, garzon, mendez & castañeda 65 no. 23 from our point of view, we consider that raciolinguists perceive language as a mirror in which societies and races are revealed. from experience, from our basic education in colombia, we have been taught that the native english speaker (ens) is considered the model of language. this ideology has led us to make feelings such as dependency, insecurity, and inferiority grow in us due to not being able to speak the language like ens, considering our english as incorrect or insufficient. a feeling also fueled by a distinction due to our latin english accent. it should be noted that in multiple circumstances, this conviction led us to racialized ourselves. it influenced us to avoid using the foreign language in public places to fear making mistakes and being detected for speaking differently from ens. research methodology this research was conceived as an introspective study of three teachers’ experiences as au pairs in training. as the main objective is to analyze the contributions of intercultural exchange to constructing the teacher’s identity, we decided to use the collaborative autoethnography proposed by ngunjiri, hernandez, and chang (2010). collaborative autoethnography places self-inquiry at the center stage. it also allows a group of researchers to work collectively and cooperatively to question a phenomenon that coexists in common. in this way, the participant-researchers obtained a deeper understanding of the context of the intercultural experience and ourselves through a critical and deep dialogue to position ourselves within the experience (ellis & bochner, 2006; ellis, adams & bochner, 2011 ). we decided to follow the procedure suggested by ngunjiri, hernandez and chang (2010) to construct collaborative autoethnography. in the first place, each participant made an individual reflection of what the experience was, highlighting the aspects that would have affected them the most in terms of language. later, under the professor’s direction, the writings were considered, and a dialogue was started aimed at looking for critical incidents common to the experiences. these meetings were repeated for three months, some accompanied by the teacher, others not. subsequently, the analysis and interpretation of the experiences was carried out, resulting in a series of common themes, which are presented below. findings our story starts in 2018 at dorado airport, where we took off to the united states to immerse ourselves in a cultural exchange program as “au pair.” the school training, located in tarrytown, new york, was the first stop. it gathered plenty of young people collaborative etnography on raciolinguistic experiences campos, garzon, mendez & castañeda 66 no. 23 from different nationalities with the same eagerness for hunting the american culture’s experience. even though it was an interculturally productive environment where we had the chance to make friends from worldwide, we got closer to people who shared similarities in culture and language to feel confident and safe.  as i, paula mendez (pm), was discussing this issue with my cooperative peers in this ethnography, i stated that it was smooth and natural to get along with latin people, as we shared many commonalities such as language, food, music, sense of humor, and so on. thus i felt warm in the middle of the unknown reality. for her part, paula campos (pc) claimed that she decided to stay aside from non-latin cultures due to a fear of rejection for making mistakes when speaking english. while discussing this issue, stephany garzón (sg) brought the term “intercultural competences” to the table that might cover what we faced at that moment.  johnson et al. (2006, p. 530) defined intercultural competence as “an individual’s effectiveness in drawing upon a set of knowledge, skills, and personal attributes to work successfully with people from different national cultural backgrounds at home or abroad.” this statement led us to reflect on our lack of willingness to open ourselves and interact with people from different linguistic and cultural backgrounds and acquire skills to handle breakdowns in communicative settings.  besides, olivares (2000) presents interculturality competencies integrated by two elements: the social skills approach and the holistic approach. the first one refers to the social abilities necessary to flexibly adjust our behavior, fit with other identities properly, create and maintain satisfying relationships in intercultural encounters. the second conception alludes to such emotional and affective factors that build empathy and appreciation towards cultural diversity. undoubtedly, we all three agreed on the low-level of intercultural competencies we brought from home. as we kept emerging and adapting ourselves to american culture while living with american families, we started feeling confident enough to respond to the diverse situations that implicate english use. eventually, we met people from everywhere and felt curiosity for learning about their particular values, beliefs, and customs. it helped us to reduce cultural shock and to bridge the gap among divergent cultures.   over the months, we made friends worldwide, and especially from europe. we noticed their english proficiency was quite better compared to latin people. in a general picture, these persons had been learning english since the beginning of their primary education, and no extra courses. (sg) once, a close friend of mine from germany questioned why latin americans tended to have low english proficiency; from her perspective, that seemed to be a conformist behavior. owing to the usa’s large hispanic community, they were apparently comfortable speaking only spanish and limiting themselves to speak english when it was merely necessary. on my behalf, i denied it was not necessarily due to collaborative etnography on raciolinguistic experiences campos, garzon, mendez & castañeda 67 no. 23 a conformist behavior for not learning the language accurately. still, unfortunately, from the school itself, the bases of the language were not well-founded. indeed, from my own experience, at a public high school, i had english teachers who did not study an english degree program, yet, schools needed assigning teachers of other subjects to teach the language. therefore, some teachers did not have much knowledge about it, and they would confine us to elaborate translations that were high-graded no matter the accuracy. in fact, i have noticed that some professors at college are not demanding and rigorous enough with students and their use of english as future teachers (...) i (pc) considered that stephany’s friend perceived the mirror of a low-quality education system in latin america that continues implementing traditional methods, which are not preparing us for real-life contexts. educational policy-makers and administrators must adopt innovative pedagogical strategies to build communicative skills that respond to social needs. for example, europe has implemented strategies like teaching english to children from very young ages and promoting multilingualism in the general region. the appropriate instructions and management in their educational policies have granted effective outcomes in the english learning process. according to the last report (9th edition, 2019) presented by ef epi (education first english proficiency index), european countries lead the ranking in assessing english proficiency around the world. meanwhile, latin america was exhibited as a region with one of the lowest linguistic competencies with a 50,34 ef epi score. in turn, argentina is the first country on the regional classification list, while colombia is the third-worst country. besides, reports of ef epi, from 2016 to 2019, have shown a tendency to decrease english proficiency in colombia.  there is a vast gap between europe and latin america regarding national policies and investment in education. latin america is barely investing one-third of the gni per capita compared to the european region. this high level of inequality in the economy has obstructed efforts to enhance the english domain.  likewise, ariel fiszbein (2017), the education program director at the interamerican dialogue, remarks that “en general la región carece de políticas nacionales bien desarrolladas. esto, combinado con el bajo nivel general de los docentes, no ayuda a mejorar los niveles de bilingüismo, a pesar de los esfuerzos que se vienen haciendo en la región desde hace varios años.”  “in general, the region is short of well-developed national policies. this, along with the low general level of teachers, does not help improve bilingualism levels despite the constant efforts that have been making in the region since a couple of years ago”.  (translated verbatim by the researchers) collaborative etnography on raciolinguistic experiences campos, garzon, mendez & castañeda 68 no. 23 i (pm) would say we still have a long way to achieve a standard bilingualism level in the country. i observed one of my friends from colombia, even though she was a professional and had studied english since high school and the mandatory english courses at college; she was struggling to comprehend and establish conversations in the target language. due to this, it was easier for her to communicate through text messages with non-spanish speakers. it was a reality that she needed to develop her english skills as she felt frustrated for her incapacity to express herself. to enhance the educational system in our country, i believe we should attack the root of formal education. (sg) as i mentioned before, the issues due to the lack of rigorousness in teachers’ english proficiency have been reflected in students whose linguistic competencies are not well-built to perform in a context beyond the classroom. nonetheless, through our experience, we understood that linguistic competencies, if it is a factor to improve, there is another factor which we consider has not been addressed during the lessons, ‘culture.’ living abroad led us to bear in mind the importance of learning english by developing cultural awareness. english should not only be taught for academic and professional purposes. that is why we teachers should prepare students to reduce linguistic barriers and encourage them to appreciate multiculturalism using english to gain an international understanding.  our use of english in the real social context during our first months. we all agree that our english level was good enough to make ourselves understood in the real context. it helped us to be confident when speaking. (sg) i remembered it was january 6th when i met my host family; they and their extended family were gathered to celebrate the holidays. that confidence when speaking english was actually favorable, and it worked for me on that first day, as i was in such an active and social environment. people told me that i spoke very well and could understand me, which encouraged me not to be afraid of interacting with them. but as the days were by, i realized it was not always easy to communicate everything just the way i wanted to. i felt i would need to learn english all over again (a feeling that we all three got). all in all, we consider that our english learning process during primary school has focused on grammar structures and vocabulary, putting aside output skills practices to meet needs in a real context. we are given scenarios where we can simulate some daily situations, for instance, playing roles like eating out in a restaurant, buying an item in a shop, booking a flight, requesting directions, and so on. yet, those opportunities are hardly ever carried out in the lessons. as jo budden (n.d.) states in his british council article, teachers should “keep the context real and relevant for students where they have to play as real to life as possible, having the opportunity to imagine and travel inside the classroom.” in this vein, we believe those real-life performances should be collaborative etnography on raciolinguistic experiences campos, garzon, mendez & castañeda 69 no. 23 considered in the curriculum. as it has been said, the learning process takes place when the activities are designed to engage students and be memorable to them. moreover, these activities might be considered an assessment tool to examine what students can do with what they have learned. as teachers, we can provide students with theoretical english knowledge and practical and functional ability. on this, students, by their side, would be likely prepared to complete real-life tasks.  (pc) it brought to my mind an experience when i just arrived in the usa. i remember i had some troubles as i missed my flight, i lost my luggage, and i had to rebook my flight, etc. at that time, my english skills were not good enough to face sudden situations, making me feel frustrated and nervous. it took me to reflect upon the importance of learning english in a contextualized setting constant practices of daily events in the classroom can lead us to achieve language fluency and reduce fears when facing these sorts of situations. generally, communication and interaction in a real english social environment denote factors, like living and immersing in a particular english community. following tom garside’s analysis, he states: “studies in neurolinguistics show us that setting a context effectively activates areas of the brain which relate to learners’ experience in relevant areas, known as a schema.”  (the efa blog tesol 2019, may 21st). hence, teachers must bring up situations, thematic, and discussion points to contextualize students before introducing new learning content. on a small scale, we educators should adapt the class to real scenarios; to grant learners the possibility to practice daily life events and language with slang, idioms, colloquial words, etc., to confront future linguistic shocks.  being myself, what is my identity in an environment where i cannot express who i am? in an instance, i (sg) started to worry and feel i was losing my identity since i could not be myself due to linguistic limitations. english instruction failure within a social atmosphere was a chief handicap to express my extroverted personality feasibly during my first months. speaking with my fellows, it has come to light that our concerns were about our identity and how other au pairs, who barely speak the language, were reflecting their own. we believe this heavy feeling was tied to our role as english teachers who are continually seeking to reach the language’s accuracy. back in time, we thought of english proficiency as the key ingredient to hold our identity and show the real self. however, learning a new language implies seeing the world from a different outlook while acquiring a new identity (lemke, 2002). throughout time, language acquisition made us change how we figure, behave, and socialize with others. we did not retain the identity we brought from home, but the language led us to create a different one adapted to the world around us. in this order of ideas, every single language confers us with it its particular identity, beliefs, and attitudes. in other words, the czech proverb says, “learn a new language and get a new soul.”  collaborative etnography on raciolinguistic experiences campos, garzon, mendez & castañeda 70 no. 23 from our reflection, the identity shift has been as cultural as linguistic, leading us to recognize that exposing ourselves to a target context has enriched our global insights regarding people’s lifestyles. one begins building a different identity from appreciating interculturality throughout social encounters with our host families and friends worldwide; our thoughts, culture, taboos, and beliefs change to be adapted to the new environment and the people we share with. furthermore, most of us were not being criticized for the way we speak our english, what we say, and how we say it, granting us the freedom to create our new identity.  how does it change our perspective on the role of teachers? as a result of multiculturality in the usa, we reflect on the world english varieties and notice the acceptability of the world englishes within the same community through our experience. for example, japanese english, indian english, australian english, canadian english, etc., were not pointed out as non-accurate english. “it is, rather, a different way of looking at the language, which is more inclusive, pluralistic, and accepting than the traditional, monolithic view of english in which there is one correct, standard way of using english that all speakers must strive for” (matsuda, 2003 p. 727) as teachers, we want to keep the englishes varieties in the classroom as we introduce materials and content related to different cultures, expressions, and proper englishes features. as educators, we should provide students a more comprehensive view of the world and understand how the language works to bridge the gap during the linguistic diversities that can emerge. english teaching should encourage students to be tolerant and appreciate linguistic differences to understand and perceive other conceptions worldwide. the spread of  english has triggered the study of world englishes. in this sense, some models have emerged to classify the different varieties of the language. these models analyze how particular sociolinguistic contexts and multicultural backgrounds provide english specific features that differ from one place to another. one of the most prominent models has been kachru’s three-circle model (see figure 1), which suggests three concentric circles:  collaborative etnography on raciolinguistic experiences campos, garzon, mendez & castañeda 71 no. 23 figure 1. kachru’s three-circle model of english the fact that a group of people comes from different english circles does not prevent them from the communicative event. by way of example, (sg) i lived with a family who came from two other countries in the uk (england and wales), the reason why their english was different. additionally, the kids, who spoke british english, sometimes would come from school speaking american english. all this, including my colombian english, brought up a variety of the language to the house, triggering particular accents, vocabulary, slang, and so on, which did not cause any communication breakdown as we could negotiate meanings through linguistic strategies. in that respect, as we acknowledge that there are variations within the same inner circle, e.g., british english, american english, australian english, and the like, and these variations do not discredit each other, we as teachers must also widen the recognition of outer circle englishes and the appreciation of the traits that every culture in any territory bestows to the language.   other than that, we should erase from students the idea of learning the language to go to an english speaking country or to communicate with native english speakers. instead, we should extend the notion of the current english role as part of globalization. thus, along with acknowledging world englishes, learners can be better prepared to comprehend and communicate with natives and non-natives of the language. in this regard, educators will be able to grow significant self-confidence in apprentices effacing any inferiority feelings as they do not need to speak like an english native collaborative etnography on raciolinguistic experiences campos, garzon, mendez & castañeda 72 no. 23 to be proficient. finally, students must be aware that their english is merely one of the world’s several varieties. thereby, it is rather crucial to communicate in the target language than make students get any standard english accuracy. was raciolinguistic present in this experience? (pc) i traveled on a bus from washington to philadelphia when someone asked if anyone who spoke spanish could help translate something for an older man. so, i raised my hand, claiming that i could do it, exposing myself as a native spanish speaker. i was traveling at night, the reason why the driver said to turn down the brightness of the screen phone and to put on earphones if people need it. however, the indications were not abided by an afro-american woman who was sitting next to me. i kindly asked her to turn down her screen phone’s brightness because it was really bothering me, but suddenly she lost her temper and started shouting and insulting me, saying bad words. the strongest offense was “bit*, go back to your country,” which made me understand the rejection she had against foreigners. as she kept insulting me, i had to change my seat to make her stop. that was the worst humiliation i had in the usa in my two years living there. i felt discriminated against because of my foreign accent since she did not see me as an ordinary person but pointed me out, straight, as a latin immigrant due to my accent like it was an offense. i saw myself in a raciolinguistic situation because, as alim s. et al. (2016, p.1) claimed, “it was to view race through the lens of language, and vice versa,” and it was actually what the woman on the bus was doing. i did not feel that discrimination in terms of my english skills or proficiency but in terms of my latin culture’s identity. considering that most americans stigmatize and diminish the latin community as people who seek money and work for them, doing jobs they do not want to do. speaking of this, we notice this comment came from an african-american (aa) woman who is part of a community also discriminated against for their africanamerican vernacular english (aave).  as we acknowledge, the aa community has specific characteristics regarding their english accent, grammar, and vocabulary. it is even named african american english (aae) or black english. this idea is not for discriminative ends, but to remind that within the same territory is found different linguistic varieties because of conservation of origin or cultural background. this lack of recognition of englishes varieties leads to the segregation of certain englishes and privileges white communities whose english is considered standard.   (pm) at the beginning of my experience, it happened to me that i was trying to avoid speaking both english and spanish in public places, as i was afraid that they collaborative etnography on raciolinguistic experiences campos, garzon, mendez & castañeda 73 no. 23 would point out my latin origin and would link me with negative perceptions they might have about it. nevertheless, i myself never faced this sort of situation of rejection or discrimination. under those negative conceptions, the latin community is also acknowledged for not speaking english. this drove me to feel even more responsible for being proficient and prove that not all latin people remain indifferent to the language.  our traditional english language teaching has been underlain for an efl pedagogy where proficiency means communicating as an english native speaker. some scholars suggest modifying the standard concept of proficiency that has been instilled in us for a long time. for example, mahboob and ductcher (2015) maintain that ‘being proficient in a language implies that we are sensitive to the setting of the communicative event, and have the ability to select, adapt, negotiate, and use a range of linguistic resources that are appropriate in the context.’... ‘is not based upon native speaker status but rather on one’s ability to adapt to and negotiate different contexts’ (p. 117). we deem this misconception of proficiency imparted in us has led to discriminating ourselves through the language.  this fallacy has also brought up negative feelings of anxiety, insecurity, inferiority, and so forth when speaking the language.  in light of this, learners restrain themselves from exposing themselves to the target language in the classroom. in output activities during the class, many students avoid participating due to fears of failing in pronunciation, fluency, and the correct use of grammar. these events emerge as a consequence of rooting english teaching in standard american english. if we teachers steer the elt under a pluralistic view, students would have the opportunity to learn english freely and less deeply-rooted language structure, involving the variety of the language, appreciating and feeling sympathy towards different cultures and ours.  discusión y conclusiones drawing from the lack of intercultural competencies, we saw ourselves striving to fit into the american culture initially, establishing fluent conversations, getting to know people, adapting to their lifestyle, and on. back at home, our foreign language program at university endeavors to design curriculums that integrate the practice of intercultural competencies, but it still ends up staying on paper. our program offers students rare opportunities to exert the target language in real situations and learn how to handle cultural shocks. we suggest implementing strategies such as intercultural encounters through virtual exchanges/telecollaboration with foreign participants from our experiences. these encounters might encourage students to reach out to the competencies, which will boost them to communicate with others when the opportunity comes. collaborative etnography on raciolinguistic experiences campos, garzon, mendez & castañeda 74 no. 23 benefiting from experiences and anecdotes learned that contributed to the development of our identities as future professionals in the elt field, we no longer comprehend english as an academic matter but as a means of communication with the outness. given this, our concerns as educators are not related to teaching academic english but conversational responses to the current communicative needs within an english speaking setting. wherefore, we suggest reevaluating the curricular contents in which promote colloquial english. replacing the traditional teaching of vocabulary such as father for dad, throw for a toss, very for quiet, a lot, so, pretty, and fine for good, well, great, etc., which is most commonly used during english conversations. additionally, it will be convenient to diminish some stereotypes about gender, race, and whatnot that are still exhibited in the textbooks. nowadays, many communicative sceneries involve participants with different mother tongues who adopt english as a lingua franca. our encounters with other au pairs from different countries were a clear example of using english as a vehicular language. we slightly registered communications barriers, despite the particularities that each mother tongue provides to their english. these events steered us to live and experience the spirit of the language variety since it was the means to learn about american culture and other cultures. we learned idioms, slang, sayings, jokes, costumes, etc., translated from other languages to english (as the lingua franca) and, consequently, also assimilated it into our l1. now that we are back at home and reassume our role as professionals, it surges the need to let people know about the english varieties’ existence and the preeminence of enhancing sympathy and appreciation towards these. we consider elt should be more flexible concerning structure and pronunciation, training students to face reallife environments/situations. we would like to promote in students the recognition of their english as neither right nor wrong but as part of a wide variety of englishes. we would promote social justice and equality among english users without giving hierarchies based on their native land. our teaching ideology is founded on developing interest and sensibility for diverse cultures, symbolized in materials and activities such as role-plays, songs, videos, etc. as a result, students could raise values towards other cultures and accept the different linguistic features of the language. in this manner, it is worth remembering that this new ideology arises from the experience of living for two years in one of the most multicultural countries in the world. through this autoethnography article, we suggest teachers take a pause and reflect upon their teaching practices. what are they doing to empower students to communicate in english? is their current elt responding to the reality of the language? how are they providing a more vivid and realistic english environment in the classroom? since we, as teachers, are students’ main source of english, it is crucial to shift those traditional strategies to more context-bound and intercultural ones that meet today’s needs and place the language as a means of coconstruction of reality. collaborative etnography on raciolinguistic experiences campos, garzon, mendez & castañeda 75 no. 23 we would like to reflect and support those readers who have had the opportunity to live and work abroad while using english as their vehicular language. we hope to offer them an outlook of the most meaningful situations that we all three had in common during our intercultural exchange in the usa, as well as the reflections that sprang from these. for us, it was undoubtedly an experience that marks a milestone in our personal and professional lives in the field of foreign language teaching. working on this article, we realized that the exchange program experiences allowed us to go from seeing the language in a structural way to seeing it in a pluralistic way and free of prejudices. we cheer teachers that travel abroad to witness the actual needs for which we learn a language in their individual capacity. in this sense, they would create a different perspective of the elt and contribute to the gradual change of its traditional guidelines. by bringing those experiences to the classroom, students will approach the world’s diversity; this diversity will end up joining cultures from the rise of interest, curiosity, and recognition of others. collaborative etnography on raciolinguistic experiences campos, garzon, 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(2009). reflexivity, positionality and participatory ethics: negotiating the fieldwork dilemmas in internationa research. acme: an international e-journal for critical geographies, 6(3), 374-385. authors *maria paula campos campos is an undergraduate student in foreign languages at the universidad surcolombiana located in neiva, colombia. she is currently in the last semester of the english program. she belongs to the gaia research seedbed from universidad surcolombiana. orcid: https://orcid.org/0000-0001-5950-3823 stephany garzón roa is majoring in foreign languages at the universidad surcolombiana in neiva, colombia. she is currently in the last semester of the english program. besides, she belongs to the gaia research seedbed from universidad surcolombiana. orcid: https://orcid.org/0000-0001-5950-3823 maria paula mendez is an undergraduate student in foreign languages at the universidad surcolombiana located in neiva, colombia. she is currently in the last semester of the english program. she belongs to the gaia research seedbed from universidad surcolombiana. orcid: https://orcid.org/0000-0003-4221-4755 collaborative etnography on raciolinguistic experiences campos, garzon, mendez & castañeda 79 no. 23 jairo enrique castañeda trujillo is an assistant professor and researcher at the universidad surcolombiana (neiva, colombia). he holds a m.ed. with emphasis on english didactics from universidad externado de colombia and a b.a. degree in spanish and english from universidad pedagógica nacional de colombia. he is the current president of asocopi (colombian association of english teachers). additionally, he is a doctoral candidate in education with emphasis in elt at the universidad distrital francisco josé de caldas. he belongs to the research groups ilesearch, from universidad surcolombiana, and estupoli, from universidad distrital. orcid: https://orcid.org/0000-0002-3002-7947 collaborative etnography on raciolinguistic experiences campos, garzon, mendez & castañeda how to reference this article:campos campos, m. p., garzón roa, s., méndez, m. p., & castañeda trujillo, j. e. (2021) a collaborative autoethnography on raciolinguistic experiences and the construction of linguistic identities during an intercultural exchange. gist – education and learning research journal, 23, 59–79. https://doi.org/10.26817/16925777.976 exploratory study of ecuadorian teachers’ understanding of social emotional learning: an examination of primary school teachers1 estudio exploratorio de la comprensión de los docentes ecuatorianos sobre el aprendizaje socioemocional: un análisis de los docentes de la escuela primaria ximena burgin, sheila coli and mayra c daniel2* northen illinois university, usa 1 received: september 20th 2020/ accepted: may 18th 2021 2 xrecald1@niu.edu; scoli1@niu.edu, mayra.daniel@gmail.com gist education and learning research journal. issn 1692-5777. no. 22 (january june, 2021). pp. 125-146. 126 no. 22 abstract direct instruction of social emotional learning (sel) has been suggested for improving academic performance and reducing behavioral issues in classrooms (casel, 2020). this exploratory study provides insight into how a group of ecuadorian elementary school teachers define and understand sel. it examined changes in teachers’ perspectives and beliefs about their role in sel integration in elementary school classrooms, after a full-day workshop focused on sel integration. quantitative and qualitative data collected before, during and after the sel workshop indicated a positive change in the teachers’ foundational knowledge of sel after participation in the workshop; however, there was no observed change in the teachers’ perceptions of their role in the actual implementation of sel. challenges and future implications for an effective integration of sel are discussed in this research article. key words: social emotional learning; sel workshop; professional development (pd); techers’ sel perspectives; elementary school teachers resumen se ha sugerido que la instrucción directa del aprendizaje socioemocional (sel) puede mejorar el rendimiento académico y puede reducir los problemas de conducta en las aulas (casel, 2020). este estudio exploratorio proporciona información sobre cómo un grupo de maestros ecuatorianos de una escuela primaria definen y comprenden sel. este estudio examinó los cambios en las perspectivas y creencias de los maestros sobre su papel en la integración de sel en las aulas de la escuela primaria, después de un taller de un día completo centrado en la integración de sel. los datos cuantitativos y cualitativos recopilados antes, durante y después del taller de sel indicaron un cambio positivo en el conocimiento esencial de los maestros sobre el sel después de la participación en el taller; sin embargo, no se observaron cambios en las percepciones de los maestros sobre su rol en la implementación de sel. en este artículo de investigación se discuten los desafíos y las implicaciones futuras para una integración efectiva de sel. palabras clave: aprendizaje socioemocional; taller de aprendizaje socioemocional; desarrollo emocional; desarrollo profesional (dp); perspectivas sel de los maestros; docentes de primaria socioemotional learning in primary school burgin, coli, & daniel 127 no. 22 socioemotional learning in primary school burgin, coli, & daniel resumo tem-se sugerido que a instrução direta da aprendizagem sócio emocional (sel) pode melhorar o rendimento acadêmico e pode reduzir os problemas de conduta nas salas de aulas (casel, 2020). este estudo exploratório proporciona informação sobre como um grupo de professores equatorianos de uma escola primária define e compreendem sel. este estudo examinou as mudanças nas perspectivas e crenças dos professores sobre seu papel na integração de sel nas salas de aulas da escola primária, depois de uma oficina de um dia completo centrado na integração de sel. os dados quantitativos e qualitativos recopilados antes, durante e depois da oficina de sel indicaram uma mudança positiva no conhecimento essencial dos professores sobre o sel depois da participação na oficina; porém, não se observaram mudanças nas percepções dos professores sobre seu papel na implementação de sel. neste artigo de pesquisa se discutem os desafios e as implicações futuras para uma integração efetiva de sel. palavras chave: aprendizagem sócio-emocional; oficina de aprendizagem sócio emocional; desenvolvimento emocional; desenvolvimento profissional (dp); perspectivas sel dos professores; docentes de primária 128 no. 22 introduction d ecades’ of research suggest that the better developed students’ social and emotional competencies (sec) are, the greater success they experience in school and life (bisquerra, 2003; mckown, 2017). individuals with well-developed emotional skills are more likely to be effective, content, and productive (casel, 2020; the aspen institute national commission on social, emotional, and academic development, 2018). growing attention from economists and international organizations such as the world bank (huerta, 2019) have generated discussions around the importance of promoting the development of such skills in the recent years. the current covid-19 pandemic has intensified the educational inequity among students from different socioeconomic backgrounds, especially those from lower income households, as the transition to online learning has cut school supports and resources (national academies of sciences, engineering, and medicine, 2020). the current situation sharpened disparities related to race, gender, class, and other dimensions of individual and group identity (jagers, rivas-drake, & williams, 2019). as such, the need to look at current social and emotional practices that promote optimal developmental outcomes for all learners regardless of their cultural and economic background, has been intensified for educators intent on ensuring equitable instruction for students from different socio-cultural contexts (yoder et al., 2020), ecuador’s cultural and linguistic diversity is evident in the country’s many living languages and current social issues. stakeholders in the ecuadorian educational system are challenged to understand and address cultural diversity (summa, 2020). sel may offer a foundation for developing diverse students’ sec (jagers, rivas-drake, & borowski, 2018). effective sel implementation can foster constructive classroom environments where educators can address issues such as privilege, discrimination, social justice, empowerment, and self-determination to bridge the inequalities that underserved communities face (jagers, rivas-drake, & williams, 2019). however, aappropriate sel instruction requires and begins with informed teachers’ who know how to overcome obstacles to their students’ social, emotional, and cognitive development (schonert-reichl et. al., 2017; taylor & larson, 1999). given this gap, this study explored ecuadorian elementary teachers’ sensitivity and acceptance of sel as a component for successful schooling. it examined how the participants’ definitions of sel changed after a full-day workshop aimed at providing educators with foundational understanding about integrating sel in regular classrooms.   socioemotional learning in primary school burgin, coli, & daniel 129 no. 22 theoretical framework sel in latin america and in the context of ecuador according to the collaborative for academic, social, and emotional learning (casel, 2020), sel involves processes through which individuals develop social and emotional competencies in five areas: self-awareness, self-management, social awareness, relationship skills, and responsible decision-making. growing attention from economists and international organizations such as the andean development corporation (caf), the world bank, the inter-american development bank (idb) and the organization for economic co-operation and development (oecd) (revista educación, 2017; huerta, 2019) have boosted political discussions around the importance of promoting the development of social and emotional skills. most evidence regarding sel is based on empirical and longitudinal studies in developed countries, while evidence is scarce in latin america. some studies (bassi et al., 2012; cunningham et al., 2016; berniell et al., 2017) confirm the importance of these competences in educational and labor outcomes. in latin america, the publication of the idb’s “disconnected” report (bassi, 2012) as well as the publication of the report “more skills for work and life” by the caf report (berniel et al., 2017) had a significant impact in the region.. the authors of disconnected highlighted that schools in latin america are not developing the skills children and young people need to be successful in the workplace and face the demands society requires (bassi et al., 2012). bassi et al. (2012) made an urgent call to focus efforts on improving both the quality and relevance of education systems and stressed that only in this way can the existing disconnection between the school and the labor market be mitigated. similarly, the caf report stated that latin america needs to increase its efforts in the development of a set of skills that allows young people to navigate and adapt to the changing environments of the years to come (berniel et al., 2017). the international evidence shows the importance these skills have on learning and on the present and future achievements of students. a few latin american countries such as peru, colombia, ecuador, argentina, and uruguay explicitly mention sel in their curriculum (revista educación, 2017; ineed, 2020). most consider transversal skills such as communication and collaborative work. they have been working to develop frameworks for the integration of sel in the classroom (ineed, 2020). however, teachers in latin america are concerned about the necessary training to deliver effectively sel instruction (revista educación, 2017). socioemotional learning in primary school burgin, coli, & daniel 130 no. 22 diversity in ecuador and the need for sel direct sel instruction has been positively associated with subjective well-being, engaged citizenship, academic performance and success, salary level, etc. (bisquerra, 2003; bridgeland et al., 2013; busso et al., 2017; casel, 2020; durlak et al., 2011; elias et al., 1997; goodman et al., 2015; roffey, 2017; schonert-reichl et al., 2017; zins, 2004). due to ecuador’s diversity, the country’s educators’ work requires consideration of the sociocultural context of schools and communities, as well as of the support available to stakeholders whose goal is to validate all learners’ rights (van damme et al., 2013). ecuador’s cultural and linguistic diversity is evident in the country’s many living languages. according to ethnologue (2020), there are 21 indigenous languages (e.g., cofán, and quechua) (constitución política del ecuador, 1998). ecuador’s national institute of the census (instituto nacional de estadísticas y censos, 2015) documented 93% of ecuador’s population speaks castilian and 4.1% speak quechua. census information shows the country’s population was composed of 71.9% mestizos (mixed amerindian and white), 7.4% montubio, 7% amerindian, 6.1% white, 4.3% afroecuadorian, 1.9% mulato, 1% black, and 0.4% other (inec, 2015). thus, stakeholders in the ecuadorian educational system are challenged to understand and address cultural diversity (summa, 2020). because sel promotes awareness about disparities in schooling, opportunity gaps, and the history of unequal schooling (gregory & fergus, 2017), the researchers posited that it would contribute to equitable schooling in ecuador. sel promotes awareness about disparities in schooling, opportunity gaps, and the history of unequal schooling (gregory & fergus, 2017). thus, these researchers posited that sel will contribute to provision of equitable schooling in ecuador. teacher training for the integration of sel research has recognized the key role teachers play in modeling and providing students with tools to develop sel and in creating nurturing learning environments (bisquerra, 2011; elias et al., 1997; taylor & larson, 1999; waajid et al., 2013). the philosophy underpinning an intervention, the beliefs as well as the skills of teachers, are some of the implementation factors that promote or hinder the efficacy of sel. in its support of the rights of all students, sel ensures educators create environments that acknowledge diversity as a strength. hence training is key to improving teachers’ knowledge of sel and their ability to apply it (castillo et al., 2013; roffey & mccarthy, 2013; talvio et al., 2013; shulman & sherin, 2004;). educational reforms require teachers to change their practice, and for that to effectively occur, teachers need to understand and internalize the theory underlying socioemotional learning in primary school burgin, coli, & daniel 131 no. 22 the proposed change (shulman & sherin, 2004). providing ecuadorian teachers with foundational knowledge of sel could increase the likelihood of successful reforms. effective professional development (pd) programs integrate professional learning focused on sel as well as other areas that embed sel practices and concepts into the classroom (casel resource district center, 2020). therefore, elementary ecuadorian teachers need opportunities to acquire foundational knowledge about sel, understand why it is necessary, and master ways to start infusing it in their schools and classrooms. multiculturalism in education teachers’ ability to promote affirming classroom environments for diverse contexts is affected by their perceptions of their culture and their awareness of how their cultural norms influence their professional endeavours (groulx & silva, 2010). culturally responsive educators do not privilege some groups of students and disadvantaging others. (hawkins & norton, 2009; kincheloe, 2008). this work considers that preparing educators to deliver culturally responsive curricula is key for a nation with ecuador’s students (banks, 1981, 2014; buckelew & fishman, 2011; nieto, 2018). methodology this exploratory study used a mixed-method approach of data collection. quantitative data were gathered through a six-point likert scale survey, and qualitative data were gathered in two focus group discussions and open-ended questions. data was collected before, during and after the sel workshop. the following research questions guided the study: rq1 what are ecuadorian elementary school teachers’ definitions and understanding of sel in the classroom? rq2 how do the teachers’ definitions of sel change due to participation in a workshop focused on sel? rq3 how do teachers perceive the importance of the components of sel as impacted by a workshop? participants a sample of 20 credentialed elementary ecuadorian teachers participated in a full-day workshop on sel that provided foundational knowledge about sel: what it socioemotional learning in primary school burgin, coli, & daniel 132 no. 22 is, why it is necessary, and how to start effectively integrating it into the classroom. this workshop was part of a series of teacher (pd) workshops. two focus groups were conducted before the sel workshop to investigate the participants’ understanding of sel concepts by discussing three questions: (1) how teachers define sel, (2) how they apply it in the classroom, and (3) what kind of pd or training they have received to integrate sel in the classroom. these data were used to answer rq1. two open-ended questions were included in the post-test, one of which asked teachers to define sel. these data were collected and analyzed. two hands-on activities were included to promote active participation and reflection among the participants. during both activities, teachers were asked to write down their thoughts while discussing in small groups and then share them with the whole group. audio recordings of these presentations as well as the notes taken during the activities were analyzed. these data together with the open-ended questions were used to answer rq2. a researcher-developed survey consisting of 20 6-point likert-scale items was administered before (pretest) and after (posttest) the workshop. items 1 to 20 refer to different components of sel and its integration. data collected from the pre and posttests were used to answer rq3. the items of the survey were developed to explore the predisposition of the participants toward sel. items utilized constructs including an sel overview, the main contribution of sel integration, a mindfulness overview, sel integration, and attitudes toward sel integration. descriptive statistics (mean, median, and standard deviation) provided basic features to summarize the obtained data. wilcoxon’s test was run to calculate and compare the difference between the data obtained from the pre and post-tests of the quantitative data. regarding qualitative data, a constant comparison analysis technique was utilized to determine the themes and to cross-reference them with domains from the literature. the constant comparison process was chosen because it allows for coding of the data based on meaningful parts of the text and comparison of the codes to form themes (glaser & strauss, 1967; leech & onwuegbuzie, 2007; miles et al., 2014). results rq1: what are ecuadorian elementary school teachers’ definitions and understanding of sel in the classroom? participants were asked to define sel and share what they know about it in the pre workshop focus group discussions. two patterns can be identified. the first pattern refers to strategies to keep students busy to alleviate family problems. most socioemotional learning in primary school burgin, coli, & daniel 133 no. 22 of the teachers agreed that sel is some kind of “game” or “expression of affection” so students keep their minds off their family problems and are able to focus in class. all the participants agreed that students’ family problems could affect their attention and work in class. the second pattern refers to the teachers’ awareness and understanding of students’ backgrounds. most of the teachers related sel to the ability to recognize and understand the reasons for students’ behavioral changes. one of the focus groups related sel with the concept of self-esteem. when asked about sel, this group of teachers said “sel has to do with the lack of self-esteem that comes from home. home is where they [students] build that [self-esteem], and that self-esteem reflects the situation at home.” also, they highlighted the importance of the quality of the relationship of students with their parents and teachers and the effect it has on students’ learning. when asked whether they apply any knowledge or concepts of sel in their lesson plans, participants in the focus group did not provide information to indicate how sel is incorporated into their lesson plans. most of them expressed that based on their observations, they adapt their lessons to promote students’ interest as well as to create a safe learning environment. one teacher indicated, “when a student was a good student the previous year and this year the student is not performing academically, i inquired with the parents about the home situation, with other teachers, and counselors to determine the cause. i used this information to support the student emotionally through my lesson plans.” another teacher expressed: “teachers should make the student feel good and motivated, interested. [so they can say] ‘i like this’.” finally, participants were asked about their previous training on sel. all of them agreed they received some type of pd courses or training to learn about neuroeducation, educational psychology and/or emotions. one of the teachers suggested that these trainings were “rather superficial,” while another teacher added that she would like to receive training directly related to her job as a preschool teacher. in addition, some participants agreed they did not receive any formal education related to sel, while others referred to their psychology courses in their undergraduate programs. one teacher added that the school psychologists are the agents responsible for assessing students’ emotional development. another teacher mentioned the lack of support from school administrators and from the students’ families. other teachers agreed that measures taken to improve student behavior were not effective because “results are not seen” or “there is no follow-up.” rq2 how do these teachers’ definitions of sel change due to participation in a workshop focused on sel? during the focus group, teachers mainly related sel to teachers’ responsibility in their work to boost students’ self-esteem, motivation and interest to learn, all of which can be affected by family problems. notes and recordings from the first activity socioemotional learning in primary school burgin, coli, & daniel 134 no. 22 of the workshop, which included five groups, document that teachers refer to sel using some of the concepts discussed during the workshop. each group had to identify three concepts to define sel. nine out of the 15 terms selected referred to three of the core competencies presented: self-awareness, responsible decision-making, and relational skills. five of these terms referred to the self-regulation skill; that is, four out of the five groups agreed that “self-regulation,” “learning how to behave,” or “thinking before acting” are the key terms that define sel. the other selected terms referred to terms used throughout the first part of the workshop such as emotions, knowledge, participative method, planning, and guidance, indicating a change in these teachers’ use of language or terminology to define sel after the workshop. before the workshop, the teachers used vague language to provide a definition of sel, while after the workshop they included and defined specific concepts associated with the core competencies presented. when each of the groups shared the terms, they read their notes aloud; some of them explained briefly the definition of self-regulation. two of the groups agreed that the terms they chose were based on the sel definition discussed during the workshop. when asked to select three feelings/emotions that promote student learning, four out of the five groups mentioned happiness and/or academic content. some teachers explained that this could be achieved through good student-teacher rapport or by allowing students to participate in the class content selection. three of the groups selected empathy as a key emotion to promote student learning, while two mentioned a safe learning environment. some other groups selected negative feelings such as frustration, fear, sadness, anger, and confusion; they explained these feelings can help teachers and students identify areas to work on. during the second hands-on activity, teachers were divided into five groups and asked to select one of the seven practical class activities presented in the workshop (identifying similarities and differences; sharing thorns and roses; reading to identify and/or roleplay writer’s emotions; writing to oneself; practicing mindfulness through breathing, silence and concentration; creating the corner of emotions; and teaching through positive examples) and explain possible positive results they would expect as well as possible challenges of implementation. two groups selected “sharing thorns and roses,” two selected “creating the corner of the emotions,” and one decided to discuss “teaching through positive examples.” regarding the “thorns and roses” activity – an activity in which students are encouraged to share a negative and a positive aspect of their day and something to which they are looking forward, the groups claimed as positive that students would share their emotions. one of the groups said this would help the teachers to recognize the personal struggles the student is facing: “we will know what’s happening to them.” as challenges, both groups expressed positive consequences such as “improve their self-regulation,” “solve conflicts,” and “identify their own emotions.” however, when the researcher inquired about the implementation challenges, they agreed there would not be an implementation challenge, although the challenge to achieve the positive results would be that students express their emotions naturally and allow the teacher to be a participant and try to help them when possible. the groups socioemotional learning in primary school burgin, coli, & daniel 135 no. 22 that selected the use of a corner of the emotions (a quiet area of the classroom for students to do activities that will help them regulate their emotions and return to the classroom activities productively) to enhance the social and emotional competencies (sec) agreed students would develop aspects related to their self-awareness and selfregulation such as recognizing, expressing and managing emotions. regarding challenges, teachers also outlined actions that could be considered positive outcomes such as academic improvement and sec development. however, when asked for clarification, some teachers explained that teachers need to teach in different ways to cater to different students. other teachers agreed that students have difficulties focusing on an activity and calming down and reflecting on their actions. finally, the other group discussed the “teaching through positive examples” activity, that is, using positive language and always pointing out good behavior. this group of teachers believed this activity would improve students’ motivation and academic development. however, they agreed there could be some technical problems or lack of resources. overall, results for activity 2 showed teachers’ general understanding of the activity and its relationship with sel; however, teachers did not clearly express what challenges and/or more concrete outcomes these activities would have on their students and classroom as a whole. four main types of definitions can be identified in the teachers’ responses to the open-ended questions on the survey. nine out of the 17 respondents defined sel, referring to one or more of the core competencies discussed during the workshop. most of them referred to the development of the responsible decision-making competency; others referred to self-awareness and/or social awareness competencies. four teachers defined sel as a tool or a method that teachers use to help students. two teachers defined sel as a “set of emotions” that has a positive impact on the students and on the classroom ambiance. finally, two teachers referred to sel as “humanistic, consistent, and for all”; these three words were used in the workshop to describe approaches to integrate sel in classrooms. rq3 how do teachers perceive the importance of the components of sel as impacted by a workshop? data collected from the preand post-tests suggest this group of ecuadorian teachers agreed on the importance of sel and its integration in classrooms. table 1 shows a slight increase in the teachers’ agreement with q1, q2, and q3 when referring to the overview of sel. the median (md) scores show an increase in the values from agree to strongly agree, which demonstrates a slight change in teachers’ understanding of the theoretical foundation of sel. this change in q1, q2, and q3 may indicate teachers’ increased understanding of the impact of sel in relationship building and academic performance. socioemotional learning in primary school burgin, coli, & daniel 136 no. 22 table 1. social emotional learning (sel) overview   pretest posttest question m md sd m md sd q1.teaching social emotional skills helps improve the relationships among students. 5.40 5.00 0.50 5.72 6.00 0.46 q2.teaching social emotional skills helps improve the relationships between teachers and students. 5.45 5.00 0.51 5.72 6.00 0.46 q3.teaching social emotional skills helps improve students’ academic performance. 5.50 5.50 0.51 5.67 6.00 0.49 scale: strongly disagree=1; disagree=2; somewhat disagree=3; somewhat agree=4; agree=5; strongly agree=6 table 2 shows a slight increase in the values of the mean scores for q4 (mpretest = 5.35; mposttest = 5.50) and q5 (mpretest = 5.35; mposttest = 5.50). this indicates a little change in the teachers’ agreement with the contribution of sel to the classroom environment and the development of students’ sec. however, q6 shows a slight decrease (mpretest = 5.40; mposttest = 5.22) in the teachers’ agreement about the contribution of sel for promoting collaboration between parents and teachers. this decrease in agreement could be explained through the qualitative data, which provides evidence of the lack of support from families and the difficulties teachers face to engage students in the learning process. table 2. main contribution of sel integration   pretest posttest question m md sd m md sd q4.the main contribution of sel is that it provides the student with a space in which to express their feelings freely. 5.35 5.00 0.49 5.50 6.00 0.71 q5.the main contribution of sel is that it enhances the student’s academic and personal success through the development of social and emotional competencies. 5.40 5.00 0.50 5.61 6.00 0.50 q6.the main contribution of sel is that it encourages teachers and families to work together in a systematic way. 5.40 5.00 0.60 5.22 5.00 0.81 scale: strongly disagree=1; disagree=2; somewhat disagree=3; somewhat agree=4; agree=5; strongly agree=6 socioemotional learning in primary school burgin, coli, & daniel 137 no. 22 table 3 shows q7, q8, and q9 regarding the main objectives of mindfulness. both q7 and q8 show a slight increase in the mean scores and the median, indicating change in teachers’ understanding of the outcomes of integrating mindfulness in their classrooms, while q9 show a very small decrease in the values of the mean scores and no change in the median values (mpretest = 5.60; mposttest = 5.56; mdpretest = 6.00; mdposttest = 6.00). this could indicate that teachers’ view of the effect of mindfulness in students’ interpersonal skills did not change due to the workshop. table 3. mindfulness overview   pretest posttest question m md sd m md sd q7.the main objective of integrating mindfulness in the classroom is to make the student feel comfortable in class through relaxation activities. 5.30 5.00 0.57 5.50 6.00 0.71 q8.the main objective of integrating mindfulness in the classroom is to improve students’ attention and concentration capacity. 5.40 5.00 0.50 5.67 6.00 0.49 q9.the main objective of integrating mindfulness in the classroom is to foster the development of interpersonal skills. 5.60 6.00 0.50 5.56 6.00 0.51 scale: strongly disagree=1; disagree=2; somewhat disagree=3; somewhat agree=4; agree=5; strongly agree=6 table 4 shows six survey items (q10, q11, q12, q13, q14, q15) referring to the effective integration of sel in the classroom and the role of the teacher. q11, q14, and q15 had a change in the mean scores, indicating teachers’ change in their agreement about considering emotions in student assessment as well as considering appropriate student behavior and the engagement of other institutional actors for effective sel implementation. there was little or no change in q10, q12, and q13, indicating that teachers’ views about making goals explicit and pointing out “correct” and “incorrect” student behavior did not vary due to the workshop. socioemotional learning in primary school burgin, coli, & daniel 138 no. 22 table 4. sel integration   pretest posttest question m md sd m md sd q10.for an effective integration of social emotional learning, the teacher should make socioemotional learning objectives explicit. 5.11 5.00 0.94 5.11 5.00 0.76 q11.for an effective integration of social emotional learning, the teacher should consider students’ emotions in their evaluation. 4.90 5.00 0.97 5.39 6.00 0.78 q12.for an effective integration of social emotional learning, the teacher should point out “correct” behavior of students. 5.20 5.00 0.83 5.17 5.00 0.79 q13.for an effective integration of social emotional learning, the teacher should point out “incorrect” behavior of students. 3.30 3.00 1.84 3.33 2.50 2.13 q14.for an effective integration of social emotional learning, the teacher should not ignore inappropriate classroom behavior. 3.75 4.50 2.12 4.28 4.50 2.03 q15.for an effective integration of social emotional learning, the teacher should involve all institutional actors. 5.05 5.00 1.32 5.35 5.00 0.61 scale: strongly disagree=1; disagree=2; somewhat disagree=3; somewhat agree=4; agree=5; strongly agree=6 table 5 shows a slight increase in the values of each of the mean scores, indicating teachers’ stronger agreement about their role in the integration of sel after their participation in the workshop. socioemotional learning in primary school burgin, coli, & daniel 139 no. 22 table 5. attitude towards sel integration   pretest posttest question m md sd m md sd q16.i feel comfortable teaching social emotional skills to students. 4.90 6.00 1.77 5.41 6.00 0.71 q17. i feel comfortable sharing my emotions with my students. 4.75 5.00 1.21 5.39 6.00 0.78 q18.it is my job to help students understand and manage their emotions. 5.30 5.00 0.73 5.72 6.00 0.46 q19. it is my job to help students develop their social-emotional competencies. 4.95 5.00 1.05 5.59 6.00 0.62 q20.it is my job to assess my students’ personal development. 4.15 5.00 1.66 5.11 5.50 1.41 scale: strongly disagree=1; disagree=2; somewhat disagree=3; somewhat agree=4; agree=5; strongly agree=6 a wilcoxon signed ranks test was run; however, the results showed no significant difference (z= 1.93, p=.073) between the scores obtained from the preand post-tests. this result may be explained due to the length of the workshop and the need for more in-depth pd on the sel concepts and its impact on students’ emotional and academic development. findings results suggest that teachers benefited from the sel workshop. although the quantitative data did not produce any statistical significance from pre to post-test to show a difference in the responses; the qualitative data generated evidence of the changes in the knowledge among participants regarding the sel concepts and their integration in the classroom. during the focus group discussions, the participants indicated their perception that a relationship exists between sel, self-esteem and love. however, by the end of the workshop, participants were able to discuss selfmanagement, self-awareness, and responsible decision-making while expressing proper sel terminology to help with students’ development of sec. the participants’ sel definitions were not clearly presented before the workshop; however, after the workshop, the participants discussed self-regulation terms and the management of emotions and knowledge to obtain positive results in the classroom. the participants’ socioemotional learning in primary school burgin, coli, & daniel 140 no. 22 definitions before the workshop related to the students’ emotions as opposed to the development of skills and knowledge to manage one’s emotions as it is defined in the field. this lack of alignment indicates the limited understanding of the definition of sel and the sel components for effective implementation in the classroom. the teachers indicated the importance of incorporating these concepts to identify and provide needed supports. this indicates that the workshop provided these teachers with a relevant and necessary theoretical background for a more effective discussion of sel. regarding the integration of sel in the classroom, the quantitative data showed a slight change in the mean (m) and median (md) scores for some of the survey items (see table 4 and table 5) related to the participants’ knowledge of integrating sel. however, the qualitative data indicated gaps in the comprehension of sel concepts and its implementation as part of the lesson plan(s). for example, a group of teachers expressed that being able to understand students’ problems/mood at the beginning of the day would help them select the proper strategy to address the students’ needs. while the survey data show a slight increase in teachers’ understanding of their role in effective sel implementation, qualitative data indicate that these teachers do not embed any sel-related concepts, strategies or activities in their lesson plans. in addition, when discussing positive outcomes and expected challenges, this group of teachers was not able to differentiate between challenges and outcomes, thereby showing insufficient knowledge about the implementation of sel. hence, while the quantitative data indicated positive changes regarding these teachers’ understanding of sel and the need for its integration in the classroom, the qualitative data seemed to show no change in the teachers’ ability to envision the implementation of sel in real classrooms. this indicates the need for in-depth pd. overall, this study provided insight into how a pd workshop may change teachers’ understanding and perceptions of sel, its components, and their own role in its implementation. it also provided evidence of the lack of preparation and knowledge for the effective integration of sel in the classroom. although this is a first attempt to explore ecuadorian teachers’ understanding and perspectives of sel, it serves as a springboard for further discussion to provide ecuadorian teachers with strategies to integrate sel into their classrooms. socioemotional learning in primary school burgin, coli, & daniel 141 no. 22 conclusions the results of this study suggest the need for further pd to guide teachers in the integration of sel in classroom instruction. it is key that ecuadorian teachers have a clear understanding of what sel is, how to implement it in their own practices, and what their role is in the development of sec in their students. teachers’ understanding the different concepts involved in sel will allow them to respond to their student’s needs. in addition, sel knowledge will allow the implementation of teaching strategies as means to improve academic achievement. for effective implementation, further training is needed to provide teachers with the tools to embed sel in their lesson plans. then the development of their students’ sec will be intentional and the teachers will be able to identify and tackle challenges in spite of the emotional issues children may be facing at different stages of life. the successful implementation of sel concepts in the classroom will be driven by the development of goals and objectives per grade level so the students will develop according to their emotional level and needs, providing students with the necessary tools to succeed in the future. limitations the research tools used for this study may pose a number of limitations that might serve as counter arguments for the contributions of this study; however, this research is a key starting point to understand and support the effective integration of sel-related pd for secondary school ecuadorian teachers. in addition, this group of ecuadorian teachers agreed with the need and benefits of explicitly promoting sel in teacher pd. this is a modest investment in sel, but it will certainly pay off for individuals, schools, and our society. funding: this project was supported by the create center at northern illinois university. socioemotional learning in primary school burgin, coli, & daniel 142 no. 22 references banks, j. a. 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(2004). building academic success on social and emotional learning: what does the research say? teachers college press: new york and london. socioemotional learning in primary school burgin, coli, & daniel author *ximena burgin is an assistant professor at northern illinois university. her research interests relate to culturally responsive classroom by implementing researchbased methodologies to improve students’ academic outcomes. she has developed and evaluated a variety of state and federal programs in k-12 education and adult education, leading her to understand the impact of diverse interventions on academic achievement through the employment of different methodological techniques. she has also taught graduate research classes and she has mentored doctoral students throughout the dissertation process to completion.  orcid: https://orcid.org/0000-0002-3494-569x sheila coli is an experienced english as a foreign language (efl) secondary school teacher from uruguay and a current edd candidate in the curriculum and instruction program at northern illinois university. her research focuses on social emotional learning and teacher development related to teacher’s knowledge to implement sel in the classroom. orcid: https://orcid.org/0000-0002-5893-5285 mayra c daniel is a professor at northern illinois university, de kalb, il, usa. a native of cuba who emigrated to the united states at age 10, she personally experienced the merit of teachers who support the academic and sel development of linguistically diverse students. her work and research are based on the belief that social justice is alive and well in the hearts of all caring educators. orcid: https://orcid.org/0000-0003-2702-0071 146 no. 21 socioemotional learning in primary school how to reference this article: burgin, x., coli, s., & daniel, m. c. (2021). exploratory study of ecuadorian teachers’ understanding of social emotional learning: an examination of primary school teachers. gist – education and learning research journal, 22(1), 125-146. https://doi. org/10.26817/16925777.964 103 agency in the reconstruction of language identity: a narrative case study from the island of san andrés1 el rol agentivo de fidel en la reconstrucción de su identidad lingüística: un estudio de caso de la isla de san andrés carlos augusto arias2* institución universitaria colombo americana, única, colombia abstract the adoption of the english language paradigm and the subsequent implementation of bilingual policies worldwide are generating new linguistic hierarchies. these have an effect on the linguistic diversity at the sub-national level and on individuals’ linguistic human rights. this article reports the results of a case study on an individual’s re-engineering of his in-group language identity. through the analysis of a narrative written by the participant (fidel), this article intends to show the effects of language ideologies on the discursive and sociocultural practices of a member of a raizal community from san andrés (colombia). as a multilingual individual surrounded by multiple ideologies of language, covert and overt language policies, and language hierarchies of prestige dictated by a scope larger than his immediate social group, fidel preserves, challenges, and transforms his in-group linguistic identity. keywords: linguistic identity, language policies, linguistic human rights resumen la adopción del paradigma del inglés y la implementación de políticas bilingües alrededor del mundo, basadas en los intereses nacionales de cada país, están generando nuevas jerarquías lingüísticas, y tienen un efecto en la biodiversidad 1 received: june 26, 2014 / accepted: september 22, 2014 2 carlos.ariasc@yahoo.com.co gist education and learning research journal. issn 1692-5777. no. 9, (julydecember) 2014. pp. 103-123. compensation strategies no. 9 (july december 2014) no. 9 (july december 2014) 104 lingüística a nivel sub nacional y en los derechos humanos lingüísticos. este artículo reporta los resultados de un estudio de caso acerca del rol agentivo que tiene un individuo ‘raizal’ en la reconstrucción de su identidad lingüística de grupo. a través del análisis de una narrativa escrita por el participante (fidel), este artículo trata de mostrar los efectos que las ideologías del lenguaje tienen en las prácticas discursivas y socioculturales que él tiene como miembro de la comunidad ‘raizal’ de san andrés, colombia. como individuo multilingüe rodeado por múltiples ideologías del lenguaje, políticas lingüísticas encubiertas, explícitas, y jerarquías lingüísticas de prestigio dictadas por un campo que excede su grupo social inmediato, fidel preserva, reta y transforma su identidad lingüística de grupo. palabras clave: identidad lingüística, políticas del lenguaje, derechos humanos lingüísticos resumo a adoção do paradigma do inglês e a implementação de políticas bilíngues ao redor do mundo, baseadas nos interesses nacionais de cada país, estão gerando novas hierarquias linguísticas, e têm um efeito na biodiversidade linguística ao nível subnacional e nos direitos humanos linguísticos. este artigo reporta os resultados de um estudo de caso sobre o papel agentivo que tem um indivíduo ‘raizal’ na reconstrução da sua identidade linguística de grupo. através da análise de uma narrativa escrita pelo participante (fidel), este artigo tenta mostrar os efeitos que as ideologias da linguagem têm nas práticas discursivas e socioculturais que ele tem como membro da comunidade ‘raizal’ de san andrés, colômbia. como indivíduo multilíngue rodeado por múltiplas ideologias da linguagem, políticas linguísticas encobertas e explícitas, e hierarquias linguísticas de prestígio ditadas por um campo que excede seu grupo social imediato, fidel preserva, desafia e transforma a sua identidade linguística de grupo. palavras chave: identidade linguística, políticas da linguagem, direitos humanos linguísticos introduction the present article reports the results of a study whose main inquiry aimed at analyzing how multiple linguistic ideologies conveyed by overt and covert language policies, and the discourses generated through them, have an effect on a multilingual individual’s reconstruction of his linguistic identity. the context for the study includes the implementation of a national bilingualism plan in colombia, which overlooks the linguistic diversity of the country by reducing the bilingualism paradigm to spanish-english (de mejía, agency in the reconstruction of language identity arias no. 9 (july december 2014) no. 9 (july december 2014) 105 2006). this language policy has adopted the tenets of the english language paradigm, assuming that english is a lingua franca that paves the road to democracy, a global economy, and human rights (phillipson & skutnabbkangas, 1996). such a policy approach establishes the learning of english as the condition for colombia’s competition in the international marketplace. multiple studies (sánchez & obando, 2008) have questioned the necessity of and the preparedness for the implementation of the national bilingualism plan in colombia. others (de mejía, 2006, guerrero, 2008) question the effects that this policy may have on the linguistic diversity of the country. nevertheless, there are individual multilingual speakers in colombia whose linguistic identity has been secluded due to their attachment to a vernacular language. their voices presuppose a counterpart to the globalizing imperialistic english language paradigm (phillipson, 1992; phillipson & skutnabbkangas, 1996), and are just now starting to be documented (escobar & gómez, 2010). the main goal of this study was to document an individual voice from this multilingual reality. the research questions that guided this study were the following: what language ideologies does fidel, produce, reproduce or challenge (van dijk 1998) within the discourse and attitudes embedded in the construction of his linguistic identity? how does fidel construct, preserve, transform, and/or challenge the linguistic identity that he has inherited from his raizal social group? concretely, this article focuses on the agentive role played by a multilingual raizal individual from the island of san andrés (fidel) in the re-engineering of his in-group linguistic identity. the study inquires explores how fidel dialogues with in-group discourse about the raizal linguistic identity, and his own socio-cultural practices in and out of this community. the main discourse artifact is a narrative in which fidel renders his own experiences and perceptions. the term agentive role is taken from bourdieu’s (1986) concept of habitus, which is the place for the interaction of objectivism and subjectivism. bourdieu asserts that individuals play a role in understanding what seems to be an objective, yet discursive and artificially constructed social reality. playing an agentive role implies precisely that individuals generate such discursive and sociological practices that might transform the so-called objective reality. agency in the reconstruction of language identity arias no. 9 (july december 2014) no. 9 (july december 2014) 106 literature review linguistic complexity on the island of san andrés the case of san andrés’ linguistic diversity goes beyond the mere recognition of creole as a language. indeed, the case of multilingualism in san andrés includes a threelanguage equation: caribbean english, creole or bende, and spanish (etxebarria & trillos, 2002; moya, 2010). it is also characterized by a complex linguistic diversity embedded in a linguistic continuum that includes multiple social dimensions. multilingualism in san andrés has been researched from a sociohistorical perspective (clemente, 1991), which includes the origins of the raizal populations as descendants of puritans, the early economic ties with the united states and jamaica, and the 1950s implementation of cultural assimilation strategies that disregarded the islanders’ cultural diversity in the process of consolidating the colombian nationhood over san andrés. san andrés’ creole has also been documented from the origin of the vernacular and its development as a consequence of the historical interaction between the lexifier superstrate english and the substrate creole of african origin. due to the lack of contact between the current creole substrate with its original english lexifier, spanish has become its new lexifier (patiño, 2000). san andrés’ linguistic diversity has also been analyzed as sharing an analogue sociolinguistic situation with some other countries from the anglophone caribbean as a result of the similarity of the colonial circumstances (sanmiguel, 2007). because of the socio-historical events and ideologies generated, those countries that host creole languages held the standard variety of english in high regard in contrast to the negative values associated with the creole languages, which were conceived as corrupted variations that were more barriers than opportunities for social advance (winford, 1994). the raizal identity was also bonded to the larger field of afrocolombianity, social inclusion and the legal acknowledgement of ethnic and cultural difference. studies have demonstrated through narrative excerpts how raizal individuals exhibit a particular pride and familyrooted protectionism beyond the difficult conditions framed in their current social subordination (mosquera, rodríguez & león, 2009). the voices of raizals by means of memoirs and narratives have also been used to reconstruct and substantiate the raizal voice in relation to the colombianization processes that shattered the autochthonous cultural diversity of the island (guevara, 2007). guevara sees islanders’ agency in the reconstruction of language identity arias no. 9 (july december 2014) no. 9 (july december 2014) 107 narratives as fluctuant negotiation processes and political instruments that empower them to understand the origins of the current social subordination and to confront it. creole plays a symbolic role in the cohesion and identity of raizals, as the vehicle and an important piece of the cultural heritage, as well as the phenomenology of group identity (moya, 2010). yet, the dominant discourse, aligned with the prestige of majority languages, has begun to permeate the language choice of raizal individuals and has caused them to re-engineer the role of creole as a component of identity. attitudes towards multilingualism multilingualism is an ethos which argues for respect and coexistence of multiple languages in daily life in plurilingual societies (unesco 2003). however, if individual languages are supported institutionally either overtly or covertly, there is a different set of dynamics by which languages become the vehicle and the path to exert symbolic domination, and at the same time to collaborate or resist domination (heller, 1995). planned multilingualism generates subtractive and additive perspectives on language acquisition. the subtractive perspective, which promotes the learning of a new language at the risk of the mother tongue (skutnabbkangas 2000), is based on an ideology that equates national identity to monolingualism. the one-language-onenation equation (hornberger, 2002) is a proven red herring that is also challenged by ruiz’s (1984) acknowledgement of three visions towards language: “language as a problem, language as a right, and language as a resource” (p. 17). the vision of language as a problem conceives of language as a powerful homogenizing tool to construct shared national identity (biseth, 2009). this vision of language was the dominant ideology that dictated the orientations of major language policies until the 1980s (mühlhäusler, 1996). this problematic vision deals with linguistic diversity in terms of majority or minority national languages (unesco, 2003), allowing majority language mother tongue speakers to define the values that constitute a national culture (biseth, 2009; osler & starkey, 2000). this approach results in the consideration of minority languages as more a threat to nationhood than a cultural resource as such. the language as a resource perspective on linguistic diversity has renewed its strength thanks to two seemingly contradictory agency in the reconstruction of language identity arias no. 9 (july december 2014) no. 9 (july december 2014) 108 perspectives. first is the view of multilingualism as capital promoted by the discourse of human capital flow and global citizenship (rasool 2004). unfortunately, this market-based impulse of language as a resource tends to disregard minority languages that may be perceived as being of lesser value for international trade (baker, 2006). the second vision argues that minority languages play a vital role in the protection of natural resources and identity from globalization since they function as the encoders of cultural knowledge and the prerequisite transmission of that knowledge within oppressed communities (skutnabbkangas, 2001). in regards to language as a right, unesco (2003) acknowledges, “language is not only a tool for communication and knowledge but also a fundamental attribute of cultural identity and empowerment, both for the individual and the group” (p 16). this recognizes instruction in the mother tongue as an inalienable principle in the pursuit of conditions of equality in education. besides, language and language choice are “an intimate part of social identity” (mcgroarty, 1996, p. 3). language ideologies and social anatomy language plays an important role in the transmission of ideologies and in the development of an individual’s social identity and selfconcept. “language is much more than a system of communication, it is a symbolical marker that distinguishes who belongs to a group and who is outside” (boscoboinik, 2008, p. 7). in fact, language is not just the vehicle for the transmission of ideology; language and languages can also become subject of ideologies, hence playing an important role in the stereotyping of in-group – out-group distinctions. kelly (2002) expresses the value of language in the consolidation and transmission of identity with these words: “individuals use language to both index and construct their everyday worlds and, in particular, their own social roles and cultural identities and those of others within them” (p. 42). language is a core feature in enacting social identity and constituting social life (miller, 2000), and it should not be seen just as the means by which group ideologies are expressed. language in itself, considered as a resource of group cohesion, is the content of ideology and plays a meaningful role in the development of identity. woolard and schieffelin (1994) claim that language is not just a vehicle for ideologies, but also the core of ideology itself. thus, language is intrinsically linked to social and individual identity. language in itself becomes part of a group’s identity, determined by ownership and agency in the reconstruction of language identity arias no. 9 (july december 2014) no. 9 (july december 2014) 109 otherness paradigms that ascribe a high or low value to language as a group resource (baker 2006; ruiz, 1984; skutnabbkangas, 2001; winford, 1985). be they positive or negative, “language attitudes are often contradictory, combining, in a complex manner, aspects of positive identification and rejection, nationalistic consciousness, and self-deprecation” (francis & ryan 1998, p. 26). thus, the value ascribed in the larger society to language as the resource of a social group can be an indicator of the value ascribed to the group at large. bourdieu (1977) implies that individuals are gauged by means of both the value ascribed to the language(s) the individuals speak, and to the group(s) to which the individuals belong. “just as the level of relations between groups, a language is worth what those who speak it are worth, so too, at the level of interactions between individuals, speech always owes a major part of its value to the value of the person who utters it” (p. 652). thus, ideologies about languages are also a key factor in the structuring of a society’s anatomy since competition between social groups for the consolidation of dominant dominated paradigms concurs with competition between ideologies about distinct languages. “just as competition for limited bioresources creates conflict in nature, so also with languages. if a small fish gets in contact with a big fish, it is the smaller which is more likely to disappear” (mackay, 1980, p 35). in the competition for establishing dominant dominated paradigms, dominant groups intend to perpetuate unequal social and economic structures by legitimizing their establishment based on their own value systems (bourdieu, 1986). since “human beings through their actions have made language a determinant of most social and economic relationships” (tollefson, 1991, p. 2), languages are given a “loading of moral and political interests” (irvine, 1989, p. 255), and arbitrary language ideologies can take the form of arbitrary language policies also used as instruments to perpetuate paradigms of social domination (mühlhäusler, 1996; phillipson 1992). in multilingual communities with majority/minority language situations, language choice varies from older to younger generations based on higher status and the more fashionable image of the majority language (baker, 2006). this, combined with a subtle deprivation of the rights of a minority language, by means of de facto policies like othering a minority language when establishing the requirements for job access, confines its use to older generations, and to a domestic role, thus posing a threat over the linguistic human rights. agency in the reconstruction of language identity arias no. 9 (july december 2014) no. 9 (july december 2014) 110 methodology research design this study was framed within the qualitative research paradigm due to its suitability for documenting epistemological problems concerning human experiences (moustakas, 1994), and also because it validates the dialogic construction of knowledge, which intertwines facts and values (marshall & rossman, 2006; wallace, 1998). the adoption of this paradigm allowed for the spontaneity and the adaptation of interaction between the researcher and the participant informant in the search of apprehending a phenomenon of interest that would unfold naturally (patton, 2002). the discovery of patterns and connections in qualitative data lead to the description, interpretation, and analysis of subjective meanings by resorting to the participants’ emic point of view (burns, 1999) and by capturing the research subject’s voice (wolcott, 1990). they also include the researcher’s acknowledgement of his own biases (gale, 1990). this post-positive approach, driven by the philosophical assumption that social reality is constructed by the individuals who participate in it, fits within a case study methodology. the case, which can be a person (merriam, 1998), is bound to a context, time, and place (creswell, 1998). the knowledge generated through case study research is concrete, context-dependent and based on the principle of relativism in nature (flyvbjerg, 2006). it intends to create a rather holistic description and analysis of “complex functioning thing” (stake, 1995, p. 2). context and participants the participant, fidel, is a trilingual speaker (creole, english, spanish) who, as he acknowledges, is a raizal due to his heritage and conviction. in the moment of the data collection, he was 27 years old. he was about to graduate in engineering from the university, and was clearly trilingual. he happened to be my student, but also my neighbor, which allowed me to witness some of his interactions in creole with other raizal relatives and friends. he was also able to talk about politics and language policies proficiently, both in english, and spanish. besides possessing strong linguistic capital, fidel was also very aware of his agentive role in society, and within the scope of san andrés. he was well informed about policies since his relatives worked agency in the reconstruction of language identity arias no. 9 (july december 2014) no. 9 (july december 2014) 111 in the cultural and political arenas of san andrés. he engaged in the research convinced that he could contribute to the divulgation of his immediate social identity affiliation as a raizal, and his multilingual profile. he made himself readily available for interviews or informal conversations. besides, he was willing to consign reflections resulting from our semi-structured interviews, and eventually crafted such reflections together in a narrative, which served as the main source of data for this study. fidel was not chosen based on principles of random selection (huberman & miles 2002) or under the premise of an objective sampling as a particular instance to illuminate a general problem, as in microscopic methodology (giddens, as cited in yin, 1994). conversely, it was the intrinsicality of fidel’s case, and its very uniqueness (abramson, 1992; adelman, jenkins & kemmins, 1983; creswell, 1998; flyvbjerg, 2006), along with the accessibility to the informant and his subjective factors such as thoughts, feelings and desires (broomley, 1986), which constituted the principles for case choice. data collection instruments the case study was built through viewpoints of the participant via multiple sources of data (tellis, 1997). the data was gathered mainly from a written narrative written by fidel, and triggered by a set of dialogic conversations we held both about his identity as a raizal and his linguistic identity. the narrative reflects fidel’s voice, but it also “reflects other voices that have been experienced previously in life, in history, in culture.” (moen, 2006, p. 3). it becomes the scheme by which fidel’s human experience is rendered meaningful (gudmundsdottir, 2001; polkinghorne, 1988). fidel’s narrative served the purpose of gathering data about his case, and also became a useful tool for the narrator himself by helping him construct sense of the experience through a multi-vocal dialogic process that involved description and reflection. this took place at the core of multiple cycles of narrative construction, selection, and interpretation (moen, 2006), through the “the culturally situated voices that ventriloquate through the singular voice that is claimed by an individual” (gudmundsdottir, 2001, p. 235). data analysis and interpretation in the analysis of the overarching forces of fidel’s narrative, the multilingual context (freeland, 2003) present in his narrative, i resorted to fairclough’s approach towards critical discourse analysis agency in the reconstruction of language identity arias no. 9 (july december 2014) no. 9 (july december 2014) 112 (1995). adopting critical discourse in the interpretation of data boosts the analysis of the interwoven relations between language, discourse, and social action. following fairclough’s triadic model, text, discourse practice, and sociological practice are analyzed in three stages: a) the descriptive (linguistic analysis of the text); b) the interpretive (text discourse practices); and c) the explanatory (discoursesocial practices). in the descriptive stage, analysis was done from the narrative by resorting to a checklist of language elements, based on grammatical resources for ideational, interpersonal, and textual meanings (halliday, 1985). the list includes lexicalization, patterns of transitivity, the use of active and passive voice, the use of nominalization, the thematic structure of the text, the information focus, and the cohesive devices. the patterns that emerged across the linguistic functions were correlated to the situational context and the intertextual context involved in the processes of production of the text. this interpretative stage generated the identification of the discourses that dialogue with fidel’s discursive aims. results fidel’s narrative, then, should be understood as a discursive practice nested in the core of a sociocultural reality that is not synchronic, but is rather the product of historical background. fidel’s multilingualism, likewise, is not solely the product of his individual life circumstances or conscious decisions, but has to do with his identity as a member of a social group that also has experienced the development of a multilingual ethos based on their shifting demographic realities. the ideational construction of raizal linguistic identity fidel’s first discursive aim is the construction of an ideational representation of what being a raizal implies in terms of linguistic identity. in such a task, fidel discovers three conflictive phenomena that constitute the raizal in-group identity. first, migration is one of the main constituents of in-group raizal identity, but at the same time the demographic shift generated by migration is the main threat to the raizal culture. one salient aspect about the migration of the lineages that can be named as raizals is that their families migrated to the archipelago before or long before the 1950s. there is no person whose lineage can be considered raizal if that lineage migrated to the archipelago after 1953. (fidel’s narrative, line 20) agency in the reconstruction of language identity arias no. 9 (july december 2014) no. 9 (july december 2014) 113 therefore, the 1950s migration milestone became almost the sole element of convergence for the raizal culture, along with the adoption of creole as a key feature of the raizal population’s the language identity. second, despite the pre-eminent historical role played by creole in the foregathering of a raizal identity, it is not a fully reliable in-group identity feature. some people think that the only thing that makes an islander raizal is the language, but i do not agree. there are people on san andres that know creole, but they are not raizal, and raizal people who don’t know creole. (fidel’s narrative, line 19) third, there is a trans-generational dissonance in the linguistic capital of in-group raizals. fidel offers a diagnosis of the transgenerational juxtaposition of language codes and the shift of language choice in the archipelago even in the bosom of the raizal family and its trans-generational language identity. my family is very typical. all my aunts, uncles and cousins speak creole, and my grandmother can barely speak spanish. by my mother side, my family is almost the same, but i have some cousins that grew up in a paña majority neighborhood, so they usually speak spanish like me, but they speak in english or creole at work or when it is necessary. (fidel’s narrative line 50) when fidel meets with other raizal generations from his family, there is a trans-generational mismatch of language choice. the older the generation, the more fond of creole language the individual is, and conversely, the younger the generation, the more spanish the individual speaks. fidel’s language choice could originally be de-problematized and regarded just as a younger generation identity issue. nonetheless, his attitude has an agentive role in the preservation of creole, since as mufwene (2004) claimed, “language endangerment is the cumulative outcome of individual practices of speakers” (p. 218). language choice is an instrument by which multilingual speakers are allowed both to attempt to wield and also to resist the power of the symbolic domination that is exercised institutionally (heller 1995). fidel’s language choice in favor of spanish, when being with his relatives, may well be based on the deprivation of status exercised institutionally on creole (baker, 2006), but also on fidel’s free competitive adaptation to the new socioeconomic ecologies. besides, fidel has also assigned a negative connotation to the language interference that occurs from his knowing creole to his using agency in the reconstruction of language identity arias no. 9 (july december 2014) no. 9 (july december 2014) 114 english. this approach is very conclusive in terms of gauging fidel’s agency in the preservation of his linguistic identity. i started studying english in bogotá to try to correct this mixing of languages, but it seems impossible. it looks like for every islander it is difficult to separate creole and english when we are in san andres or even in colombia. maybe the only way to get it is going to another country. (fidel’s narrative, line 75) the use of the word “correct” to refer to his intention behind taking english lessons implies that fidel gauges his creole-english code-switching and code-mixing as a negative trait. this language as a problem attitude can be understood as a consequence of the discourses that give a higher value to english over creole, and even over spanish. the preservation of fidel’s in-group linguistic identity fidel’s language choice demonstrates that in the new raizal generations there is an inversely proportional relation between closeness to the raizal social structure and their fondness of creole. that is, when fidel has a family get-together, he takes the role of the advocate of spanish within the bosom of the core raizal structure; nonetheless, when he is far from san andrés, namely in bogotá, his language choice favors creole whenever possible. when i finished school, i stayed a semester in san andres and then i came to bogotá where i lived with some cousins. my first semester i met a lot of raizals and i had to talk in creole with them. they didn’t know me, but since i am raizal, they deduced that i could talk creole. living with my cousins was cool. we used to play a game in which whoever said a word in spanish had to clean the bathroom. it was really difficult because not every word in creole is in english. there are also words that come from spanish. (fidel’s narrative, line 60) fidel’s agency in the preservation of his in-group linguistic identity is signaled by seemingly contradictory paths that merge both the preservation and the transformation of the role of creole language as a critical attribute of raizal identity. these contradictory paths could be reduced to the following events. 1) fidel avoids the use of creole when he is closer to the core of the raizal social group, like his older relatives. 2) when fidel is with raizal individuals who are his contemporaries, he resorts to code-switching and code-mixing between spanish and creole. 3) when fidel is in bogotá, which implies a physical distance with his from his raizal identity, he intends to keep his linguistic identity alive, by speaking creole. the code-switching, language choice, and english language learning intention of fidel does not exhibit an agency in the reconstruction of language identity arias no. 9 (july december 2014) no. 9 (july december 2014) 115 exclusively positive agency in the preservation of his in-group language identity; thus, there is room for the consideration of his agency in the transformation or destruction of his in-group language identity. transforming and re-constructing the role of creole as an ingroup critical attribute as a multilingual individual belonging to the raizal community, fidel’s role goes beyond the mere reproduction and perpetuation of the deterministic cultural capital owned by his social group; in fact, as rasool (2004) claims, there is an element of choice in the construction of his individual and his in-group social identity. bourdieu and passeron (1977) also resort to the concept of habitus to acknowledge individuals’ agency in the formation of in-group identity. habitus is conceptualized as the place in which the internalization of objective reality and the externalization of subjective perception converge. fidel’s language choice in favor of spanish within his in-group interactions, and his attempts towards correction and standardization of his english show that he cares about the linguistic capital he owns, even if it seems to focus mostly on the majority language (english) rather than on creole. however, reconstructing and re-inventing the role of language choice and language use as a binding device of raizals can lessen his individual responsibility and remorse, thus attributing his language choice to the circumstantial and deterministic nature of his language encounters. from that perspective, fidel’s transformation of the in-group linguistic identity can be consistent with what other raizals of his generation are doing. from that perspective, fidel would not be threatening his linguistic identity; on the contrary, he would be preserving the new shade given to the in-group linguistic identity by his generation. re-defining and lessening the role of creole as a raizal identity marker some people think that the only thing that makes an islander raizal is the language, but i do not agree. there are people on san andres that know creole, but they are not razial and raizal people who don’t know creole. (fidel’s narrative, line 1) this excerpt can be contrasted with the one following: from the colonial times, the raizal culture developed out of the mixture of ethnicities and cultures, but had creole and english as is backbone. (fidel’s narrative, line 18) agency in the reconstruction of language identity arias no. 9 (july december 2014) no. 9 (july december 2014) 116 the apparent contradiction between these two excerpts could be discarded by addressing the time dimension, by which the first quote would refer to a rather present or general time of raizal identity whereas the latter is referring to the origins of the creole culture and the creole language. besides, it could also be argued that the focus of the first excerpt is to discard the creole language as the only constituent of raizal. however, by releasing some of the load of creole in the convergence of raizal identity, fidel opens space for the justification of the new raizal generations’ language choice patterns, and his own. language choice plays a pivotal role in the endangerment of languages in contact. depending on the perspective being adopted, be it deterministic or agentive, there are two triggers of language choice that play a role in the endangerment of a language: competition and/or selection (mufwene, 2004). the term competition suggests the political, economic, cultural, and social domination of one population by another that exerts control over the production and consumption of language values. the generation of socioeconomic ecologies regulated by the dominant group result in the mechanics of language ecology that inform an individual’s favoring the use of one language over another one. selection implies that the individuals are the ones who assign values to the languages in their community. it acknowledges the agency of individuals as speakers who through their language choice may cause one language to thrive and another to become endangered. fidel legitimates the young raizal generation’s language choice by acknowledging spanish as a lexical donor to creole. adopting the premise that transformation is not destruction, fidel gives a personal insight on the creole-spanish ecology, his ownership of the languages, and the language contact phenomenon that emerges out of his own language choice, such as like code-switching and language borrowings. but when i am in a group of raizals, we usually mix up both languages: spanish and creole. (fidel’s narrative, line 46) the language contact phenomenon being referred to in fidel’s conversing with his raizal acquaintances is code-switching. the speakers are proficient in both languages, and they may mix the languages randomly, or based on the topic and context, nest the conversations, which would give this code-switching a diglossic value (windford, 1985). the language contact between creole and spanish among the raizal community has also triggered some borrowings that fidel acknowledges as a condition of creole as a living language. agency in the reconstruction of language identity arias no. 9 (july december 2014) no. 9 (july december 2014) 117 creole is hard influenced with spanish. whenever we don’t know a word in english or creole, we use the spanish word. it is funny that even creole speakers sometimes have not noticed that influence. one day, a san andresana paña friend working in a lawyer’s office was visited by a man wanting to leave his resume. this man was speaking creole, and instead of saying “resume,” he said “hoja de vida.” my friend understood that he meant to leave his resume and told him to leave it aside on a desk. the guy was surprised that she had understood creole. then, my friend had to explain to the man that she did not speak any creole, but she understood him because he had used the word in spanish. (fidel’s narrative, line 67) concepts such as résumé do not have a term in creole, so due to language contact, creole speakers have borrowed the term hoja de vida from spanish and have included it in their linguistic repertoire, taking for granted its being a creole concept. fidel interprets language borrowings from spanish to creole as a fact that shows that creole is a living language. i am not trying to say that it is bad. i believe that this fact shows that creole is a living language. (fidel’s narrative, line 69) however, allowing and promoting these language borrowings and language code switching does not necessarily represent the natural ethos of peaceful language ecology between spanish, a language with a high status, and creole, the minority language code. the fact that fidel has accepted these borrowings as natural attests to the powerful nature of the ideologies that are used as premises in the structuring of larger social entities and their power relations. the asymmetrical and ideologically loaded discourses that constitute the main stream of the river that drags with its power not just fidel’s linguistic ideology, and the raizal linguistic ideology, but also convulses the local linguistic paradigms, thus generating a new and naturalized hierarchy in the ecology of languages. conclusions this study used critical discourse analysis as a tool to interpret data from the narratives rendered by an intrinsic case study informant, fidel, to determine how the construction of his linguistic identity as a raizal individual performed two effects. first, he executed and voiced some the external discourses as well as the de jure and de facto language ideologies, including acculturation, national homogenizing language policies, and the internationalizing language policies of global inclusion. second, he played an agentive role in the generation of an in-group social identity of raizals. agency in the reconstruction of language identity arias no. 9 (july december 2014) no. 9 (july december 2014) 118 fidel concludes that creole is still a constituent of raizal identity, that creole is alive, that its contact with spanish is not pervasive since spanish is now a lexical donor. further, that although creole and english are two distinctive languages, he considers his code-switching as a pathological trend that needs to be corrected by pursuing the learning of a standard version of english. this study allows for conclusions about how ideologies and language policies played a role in the generation of both fidel’s individual and in-group identity as a raizal. however, the limitations and area for further research is grounded in the fact that findings are rather bounded to a time and a space, and no generalizations can fully be made from an individual as a case informant. it is also worth mentioning that the narratives from which the data was analyzed were gauged within the parameters dictated by the axial coding that was framed within the area of inquiry, yet such narrative is much more than a sheer source of data. it provides the soil for an intersubjective dialogical construction of knowledge, and becomes an empowering tool that gives voice to the individuals that have to endure the application of top-down language policies. it offers a human and individual perspective that is very often left aside in the logical positivistic approach that informs the planning, execution, and materialization of language policies worldwide. a final comment should be made in regards to the fact that this study is the result of two subjective perspectives; the rather emic one from fidel, and the one of an outsider who has gathered the data and analyzed it, again subjectively following the parameters of the critical discourse analysis approach to a case study research. thus, it is worth acknowledging that the readings of reality and data might well be biased, which does not necessarily lessen the value of the findings. agency in the reconstruction of language identity arias no. 9 (july december 2014) no. 9 (july december 2014) 119 references abramson, p. e. 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(1994). case study research: design and methods. thousand oaks, ca: sage. author *carlos augusto arias holds an m.a. in applied linguistics to tefl from the universidad distrital francisco josé de caldas. he is currently working as a full-time professor and head of the english department at institución universitaria colombo americana, única. his research interests include efl, critical discourse analysis and clil. agency in the reconstruction of language identity arias no. 9 (july december 2014) no. 9 (july december 2014) gist2014finalfinal.indd presentación maría lucía casas pardo, m.ed. rectora única al celebrar diez años de labores como institución líder en la formación de maestros bilingües en colombia única tiene muchos motivos para sentir que ha dado cabal cumplimiento a su propuesta misional. a grandes rasgos, ésta consiste en apoyar el mejoramiento cualitativo de la educación y fortalecer el bilingüismo desde la formación de maestros y la creación y diseminación de nuevo conocimiento, pertinente e innovador. en el proceso de lograr ese segundo propósito ha sido vital el papel desempeñado por gist, dado que se ha convertido en una publicación emblemática, reconocida nacional e internacionalmente, que reúne los aportes de investigadores de todas las latitudes en campos disciplinares diversos, interrelacionados, concurrentes y relevantes. para quienes trabajan en áreas relacionadas con la pedagogía de las lenguas, la formación de docentes, la formulación de políticas públicas en educación y bilingüismo, la innovación pedagógica y el uso de tecnologías de la información y la comunicación, el desarrollo de nuevos conceptos en al área de la lingüística aplicada, la etno-educación o la interculturalidad en el aula, o se interesan por las discusiones frente a las creencias, la persona y la práctica del maestro, o los hallazgos de la neurociencia aplicada a la educación, gist es un mecanismo de diseminación o una oportunidad de aprendizaje de primer nivel. esta razón, el hecho de que la comunidad de investigadores busca con creciente avidez nuestras páginas para publicar sus trabajos, y el habernos convertido en un referente de consulta para quienes requieren conocer el estado del arte en los tópicos arriba mencionados y muchos otros más, nos llevaron a tomar la decisión de aumentar la periodicidad de publicación de gist que pasa de ser anual, a semestral. esto, naturalmente, manteniendo el mismo rigor en la selección de las contribuciones y la misma variedad y equilibrio tanto en los temas tratados, como en el tipo de artículos publicados, ya sean de investigación, de reflexión, o revisiones de literatura y de libros. 5 no. 8 (january june 2014) 6 a partir del primer semestre de este año, gist ha quedado incluido en ojs (the open journal system), lo cual tiene la doble ventaja de contribuir a la visibilidad de la publicación y de facilitar el proceso editorial de la misma. esta novedad se convierte en otra fortaleza de la revista, que beneficia tanto a los autores-investigadores, como a los lectores-investigadores y a la comunidad académica en general. comprendemos que en un mundo en el que el volumen de la información que se publica es abrumador, todos los esfuerzos que se realicen en aras a garantizar la accesibilidad al conocimiento de manera ágil, eficiente, organizada y pertinente redunda en beneficio de la generación de nuevo conocimiento o del mejoramiento de las prácticas investigativas y pedagógicas. con este octavo volumen de nuestra publicación, y en el marco del décimo aniversario de nuestra facultad de educación, queremos reiterar nuestro compromiso con la comunidad académica y con las generaciones presentes y futuras de investigadores, docentes y estudiantes, de seguir trabajando por acercar saberes, instituciones, intelectos, culturas y continentes, para construir conjuntamente puentes que desde la educación, la pluriculturalidad y el multilingüismo ayuden a solucionar problemas en el mundo de hoy, de cara al mundo del mañana. esperamos que disfruten de la lectura de esta edición de gist tanto como lo hicimos nosotros preparándola para ustedes, nuestros lectores. no. 8 (january june 2014) no. 8 (january june 2014) learning vocabulary through instructional subtitled videos1 aprendizaje de vocabulario a través de videos instructivos subtitulados jorge luis romero-villamil and claudia patricia guzman-martinez2* universidad del tolima, colombia 1 received: april 1st 2020/ accepted: july 18th 2020 2 jromerovillamil@yahoo.com; claudiap0308@hotmail.com gist education and learning research journal. issn 1692-5777. no. 21 (july-december, 2020). pp. 7-25. 8 no. 21 abstract the purpose of this research is to learn how the implementation of instructional subtitled videos contributed to improving students’ range of vocabulary in real life contexts. this mixed method research paper was developed by using action research approach and the applied data collection technique was stratified into five steps: a pre–test, three classroom observations, a teacher/investigation diary, a semi-structured interview, and a post-test.the analysis of the data demostrated that the employement of instructional subtitled videos helped students learn vocabulary. the students performed better in post-test compared to the pre-test, due to the three cycles of intervention. the target words were contextualized and presented through the simultaneous combination of sounds, images, and text. the data also showed that the participants considered the videos to be useful so as to remember new words and to be able to use them in communicative contexts. after discussing the findings of the study in light of the theory, the implications and limitations are presented, as well as some considerations for further research are suggested. keywords: instructional subtitled videos; vocabulary learning; efl (english as a foreign language); esa (engage, study, and activate) model; and action research. resumen el propósito de esta investigación es determinar cómo la implementación de videos subtitulados contribuye a mejorar el rango de vocabulario de los estudiantes en contextos de la vida real. para el desarrollo de esta investigación se utilizó el método mixto, bajo el enfoque de la investigación acción participativa. la técnica de recolección de la información se llevó a cabo en cinco pasos: una prueba preliminar, tres observaciones de aula, un diario de investigación del maestro, una entrevista semi-estructurada y una prueba posterior. el análisis de los datos mostró que la utilización de videos subtitulados hizo posible que los estudiantes obtuvieran mejores resultados en la prueba posterior aplicada que en la preliminar. las palabras meta fueron contextualizadas y presentadas a través de la combinación simultánea de sonidos, imágenes y texto. un factor determinante en el aprendizaje del vocabulario fue el trabajo de retro alimentación del investigador en cada uno de los cilcos de intervención. además, se estableció que los videos son útiles para recordar las palabras nuevas y que los participantes las utilizaron en contextos significativos. después de discutir los resultados del estudio a la luz de la teoría, se presentan las implicaciones y limitaciones, así como algunas consideraciones para futuras investigaciones. palabras claves: videos instructivos subtitulados; aprendizaje de vocabulario; efl (inglés como lengua extranjera); modelo esa (participar, estudiar y activar); investigación acción. vocabulary through instructional videos romero-villamil & guzman martinez 9 no. 21 resumo o propósito desta pesquisa é determinar como a implementação de vídeos legendados contribui para melhorar a categoria de vocabulário dos estudantes em contextos da vida real. para o desenvolvimento desta pesquisa foi utilizado o método mista, sob o enfoque da pesquisa ação participativa. a técnica de coleta da informação foi realizada em cinco passos: uma prova preliminar, três observações de aula, um diário de pesquisa do professor, uma entrevista semiestruturada e uma prova posterior. a análise dos dados mostrou que a utilização de vídeos legendados fez possível que os estudantes obtivessem melhores resultados na prova posterior aplicada que na preliminar. as palavras meta foram contextualizadas e apresentadas através da combinação simultânea de sons, imagens e texto. um fator determinante na aprendizagem do vocabulário foi o trabalho de retroalimentação do pesquisador em cada um dos ciclos de intervenção. além disso, estabeleceu-se que os vídeos são úteis para lembrar as palavras novas e que os participantes utilizaram-nas em contextos significativos. depois de discutir os resultados do estudo considerando a teoria, apresentam-se as implicações e limitações, bem como algumas considerações para futuras pesquisas. palavras chaves: vídeos instrutivos legendados; aprendizagem de vocabulário; efl (inglês como língua estrangeira); modelo esa (participar, estudar e ativar); pesquisa ação vocabulary through instructional videos romero-villamil & guzman martinez 10 no. 21 introduction a n obvious fundamental component when learning a foreign language is vocabulary. vocabulary is to communication as grammar is to transmission. (wilkins, as cited in heidari andaraghi, 2015). learning vocabulary is a critical issue because a limited vocabulary in a foreign language interferes with fluid communication. proper language language use relies on effective interaction so long as the speaker has a sufficient set of words to construct messages in diverse contexts. the process of expanding vocabulary depends on using appropriate strategies to learn new words. learning new words implies that students have an idea about how to use them, (ellis and farmer, as cited in susanto, 2017). students should link previous word  knowledge to the  new one  in order to process  new  information. a basic knowledge of grammar structures and word functions aid students in communicating ideas, opinions, and facts to people, when participating in common conversation. subtitled videos are a multisensory resource. they have sound, image and text related to diverse topics: the arts, science, literature, social life, culture, and technology. furtheremore, anybody can find current issues about life in the future life, mobile phone use, girls’ makeup, free personality development, early pregnancy, and drug consumption, sports figures/results. these alternatives permit students to explore what they would like to work on and could enhance learning vocabulary in contextualized situations. likewise, teachers could decide the type of video which best fits the students’ expectations and needs. as such, the purpose of this study is to answer the following question: to what extent does the implementation of instructional subtitled videos influence the students’ learning of new vocabulary. moreover, there are two subordinates areas: to determine how students use the target words when they developed the tasks for each video; and the advantages and dis advantages of using subtitles. thus, it is expected the teacherresearcher can improve their classroom practice. by exploring useful alternatives in order to boost students’ vocabulary learning. likewise, teachers and researchers might take advantage of this investigation in order for them to approach vocabulary learning from a very different perspective, going beyond the traditional way of doing so. literature review learning vocabulary is crucial to communicate ideas in a new language, in this case, english. some researchers have done studies and written academic papers about learners’ difficulties when they are in contact with vocabulary activities. additionally, vocabulary through instructional videos romero-villamil & guzman martinez 11 no. 21 investigators have explored the type of methods and strategies teachers use to overcome unsettled issues related to vocabulary learning, word formation, type of words, and english languageenglish subtitled videos. however, the instructional subtitled videos information was limited. it means, that researchers have focused on authentic material such as video clips, sitcoms, tv news, and documentaries. while there are plenty of non-instructional materials available to for people to watch, listen to and read the subtitles in the english language, for this study instructional or classroom designed material was used. the difference between these two resources are that classroom designed material, has the slowdown by small percentage. the following papers support the use of subtitles in the field of l2 teaching/ learning. their findings suggest beneficial effects of vocabulary learning and content comprehension. the study conducted by wang (2012), “learning l2 vocabulary with american tv drama from the learner’s perspective, sought to explore the process of implementing american tv drama in l2 vocabulary learning from the learners’ perspective. authentic video clips from three different american dramas were chosen“how i met your mother”, “the king of queens”, and “reba” . three sessions of class activities: clip watching, class discussion, and word listing were implemented. all the participants were adult taiwanese learners between twenty to forty-five years old. fifteen of them were females and thirteen were males. before being assigned to classes, all twenty-eight students took a placement test (based on a reading). the results revealed low-intermediate to intermediate level learners. the researchers conducted the study during normal class sessions. the results of the investigation showed that students not only supported the positive effects of using american tv drama to promote l2 vocabulary learning, but they also illustrated the process of learning. for example, they found that the video contained “images” that facilitated new words to be more easily memorized and remembered. according to students, the plots, the events, and the characters’ emotions all helped them to learn the target words. moreover, repetitions provided a chance for memory enhancement. for example, some of the words appeared more than once in the clip and subsequently drew the learners’ attention. another study was “smart subtitles for vocabulary learning”, by kovacs and miller. (2014). their main objective was to compare smart subtitles against dual subtitles in their effectiveness in teaching vocabulary. after viewing a 5-minute video with one of the tools, participants took a vocabulary quiz, wrote a summary of the video clip, and filled out a questionnaire. they then repeated this procedure on another clip, with the other tool. vocabulary through instructional videos romero-villamil & guzman martinez 12 no. 21 the smart subtitles system currently supports videos in chinese, japanese, french, german, and spanish. this system can be extended to other languages in which bilingual dictionaries are available. the findings of this project included but were not limited to the following observations: users correctly defined over twice as many new words on the vocabulary quiz when using smart subtitles than with dual subtitles; viewing times did not differ significantly between the tools; viewers’ self-assessed enjoyability did not differ significantly between the tools, and viewers’ self-assessed comprehension did not differ significantly between the tools. naghizadeh and darabi (2015), reported findings in study called: “the impact of bimodal, persian and no-subtitle movies on iranian efl learners’ l2 vocabulary learning”. the participants included 27 male and female teenage (15-17 years old) intermediate learners who were studying english in parvaz language institution in izeh, khuzestan, iran. for the sake of homogeneity, the oxford placement test (2007) was given to all learners. within the iranian context, the role of video materials in developing vocabulary had not been considered seriously. the findings can be beneficial to all people, engaged in language programs including curriculum and course designers, teachers and students. course designers can benefit from the findings by incorporating subtitled movies of various types as a part of vocabulary development materials. it can also help teachers in choosing the right type of subtitles for the purpose of teaching new vocabulary to their student. the researchers found that the employment of subtitles is an effective factor influencing vocabulary learning. additionally, bimodal subtitling is more influential in teaching and learning vocabularies than other subtitles. on the other hand, persian subtitling e.g., l1 produces the same results as if no subtitles had been used. visual literacy several types of “literacy” have been identified over the years. the use of adjectives is alive and well so as to identified things such as “cultural literacy”.”computer literacy” and even so gender pronoun literacy. for our purposes, the idea of visual literacy is salient. “visual literacy refers to the ability to make meaning from information in the form of the image. the “reader” of this image has the competence or ability to interpret, evaluate, and represent the meaning in visual form. we live in a visual culture. students’ everyday lives reflect the dominance of images on screen that are colorful, that have animation, texture, and dimensionality. the combined influences of the image have vocabulary through instructional videos romero-villamil & guzman martinez 13 no. 21 shifted the way students make meaning”. (rowsell, mclean and hamilton. 2012, p.4 45) today, constructing a true meaning of anything is more complex since there are more mediums, materials and modalities. nowadays, learners can activate more than one of five senses through the use of the multimedia material on the internet. for example, when they interact with video games, animations, risky virtual adventures, racing car competitions, they have to be skillful in reading and following instructions, finding solutions for puzzling situations or decision making process to select the best alternative. the concept of visual literacy is important to learn how to use dynamic materials that can be downloaded freely from the internet. the students in this digital area need to develop skills that interwine sounds, images, movements, and actions to communicate social and familiar information in more than one mode. for instance, a subtitled video that has been posted on a closed facebook group can be played as many times as needed. by considering literacy within educational boundaries, rowsell and walsh (2011), identify new beliefs and views about the meaning of literacy which can be characterized as follow: • there is more emphasis on cultural practices than cognitive development. • home and community is more involved in educational work. • wider emphasis on screen textual structure than book textual structure. • individuals who are achieving skills to become literate in terms of multimedia are observed carefully. in the field of new literacy studies, the literacy perspective has to do not only with the idea of mastering reading and writing abilities but multimedia technological texts, as well. consequently, learners should be seen as multi-literate learners that are able to manage a paper-based text, and also computer-based or digital text (street, 2009) different types of subtitles subtitles are defined as the permanently affixed onscreen text that represents the narration, dialogue, music, or sound effects in a program. subtitled videos let learners not only listen but also simultaneously read the narrative of a speaker. some applications permit students to deactivate subtitles to try to understand the content of the dialogues without any written reference. in the classroom, teachers can stop the video to emphisize in a specific part that requires an explanation or to pause when new words have to to be taught and learnt. vocabulary through instructional videos romero-villamil & guzman martinez 14 no. 21 there are different types of subtitles in english, and other languages. standard subtitles (l2 audio with l1 captions), bimodal subtitles (l2 audio with l2 subtitles), and reversed subtitles (l1audio with l2 captions). l2 audio with l2 subtitles are used for this study because the main purpose is to encourage students to see and hear as much english as possible. l2l1 can be an interference that creates a negative students’ habit: understanding only has place if they can translate from english to spanish. (vaezi, sarkeshikian and shah-ahmadi, 2013). in the case of colombia a huge gap can be observed between the use of subtitled videos and learning vocabulary films and in academic settings. in order to bridge this gap, the researcher tackled this issue and conducted a study to determine the role of instructional subtitled videos in learning vocabulary in a secondary school context. in fact, the study aimed to determine to what extend the use of subtitles videos influence the process of learning vocabulary. methodology action research is the most convenient method to follow since teacher-researcher can get immediate feedback from students’ about their performance. subsequently and it is possible to make positive with respect to the resources.). kemmis and mctaggart (1988) developed a concept for action research. they proposed a spiral model comprising four steps: planning, acting, observing and reflecting: figure 1 research model vocabulary through instructional videos romero-villamil & guzman martinez 15 no. 21 carr and kemmis (1986) claim that ar is “simply a form of self-reflective enquiry undertaken by participants in social situations to improve the rationality and justice of their own practices, their understanding of these practices, and the situations in which the practices are carried out” (p. 162). hence, ar provides the necessary elements to think of teaching as a way to increase and foster the learning opportunities of their students, which at the same time, allows teachers to develop as professional because ar “seeks to facilitate growth of teachers´ understanding of teaching and of themselves as teachers” (richard and farrell, 2005, p. 4). taking into account the specific objectives that were set in this research, some steps were implemented to make the development of the research possible under a constant reflective process on the use of the strategy to learn vocabulary: step 1. in this stage, a pre-test was applied to identify and measure the learners’ difficulties when they were working on the target words that were selected from the videos (ten words for each one) step 2. after applying the pre-test, three sessions were developed by using 3 instructional subtitled videos downloaded from youtube. the session was planned according to the stages proposed by harmer (2009): engage, study and activate. the teacher facilitated and provided a clear idea about the purpose of each video task. step 3. the classroom observations phase took a fundamental role in this inquiry since they helped teacher-researcher to highlight a set of relevant aspects that contributed to getting enough information about students’ performance during the whole process. step 4 to know how the process of learning vocabulary using instructional subtitled videos progressed, the teacher-researcher used a diary with the aim of documenting conclusions drawn after each session. step 5. after the task, a semi-structured interview was applied to receive students’ comments about the instructional subtitled videos as a visual strategy to learn vocabulary. moreover, a post-test was applied with the purpose of determining how useful the use of the instructional subtitled videos was to learn vocabulary. finally, the pre-test and post test results were compared and contrasted. by knowing how well subtitled instructional videos help students to learn vocabulary and the way they react in front them, four instruments were applied: teacher’s diary, students’ semi-structured interview, classroom observation, a test, and posttest. the three subtitled videos were : the pianist by by brij kothari (6’05’’), zyppy the zebra by umilla ellappan (4’50’’), and the salt march by esther david (5’01’’). the analysis of information was be done under two paradigms: quantitative and qualitative. the second one is related to the categories that emerge from students’ vocabulary through instructional videos romero-villamil & guzman martinez 16 no. 21 performance and the way they see the strategy. the first one has to do with the number of words students learn from the content of the videos. in order to explore the utility of instructional subtitled videos, this research addresses three questions: rq1 to what extent instructional subtitled videos influence on students’ learning vocabulary? rq2 what are students’ reactions using instructional subtitled videos in learning vocabulary? rq3 what are the advantages and disadvantages of using instructional subtitled videos to learn vocabulary? participants the instructional subtitled videos were shown to the 8-1 student cohort, composed of 15 learners: 10 boys and 5 girls, 13-16 years old. most of them belong to the lower middle classes. they hace a basic a1 (cefr), english level being familiar with vocabulary related to the house, family, days of the week, months of the year, weather, festivities, time, animals, routines, nationalities, ordinal and cardinal numbers, jobs, sports, likes and dislikes, things they can/can’t do. the institution where this research was developed (tolima-ibagué), provides an educational service to 1700 students, in primary and secondary school. there are two (2) english and (2) spanish teachers who are members of the humanities faculty. the students attend thirty (30) class hours a week, three (3) of which are english, 10% of instruction time. data collection procedure for gathering the information, several instruments were selected to achieve the necessary information to provide answers to the research questions asked. in this study a pre-test, students’ artifacts, class observation, a researcher’s diary, and a post-test was used. the teacher-researcher collected the data over three sessions (three videos). a worksheet was elaborated for each video consisting of five exercises: (1) matching pictures to words, (2) synonyms and antonyms, (3) definitions, (4) fillings in the gaps, and (5) sentence writing activities. students and teacher performance was recorded on video for each session. to know students’ reactions during the process of intervention class observation was used. a semi-structured interview was conducted to see the advantages and disadvantages of instructional subtitled videos as a visual strategy. vocabulary through instructional videos romero-villamil & guzman martinez 17 no. 21 sagor (2000) states that triangulation “involves the use of multiple independent sources of data to establish the truth and accuracy of a claim.” (p. 113) for that reason, it is fundamental to address the research questions from different angles using diverse instruments of data collection. the following triangulation matrix adapted from sagor (2000) shows three interdependent relationships: (1) the instruments (2) the research questions they attempt to answer and (3) their level of importance to the questions. (p.115) table 1. triangulation matrix (after sagor’s, 2006) source: the author (2017) data analysis interpreting the data was based on four aspects: first, the subtitled video where the data was collected; second, the type of instrument used to collect the data; and third, the participant from whom the data was collected. a code was assigned to each aspect, and the data was labeled with different codes. table 2. coding process source: the author (2018) vocabulary through instructional videos romero-villamil & guzman martinez 18 no. 21 this coding process was useful to identify the data that illustrated the categories and sub-categories emerging from the data analysis. for instance, information that is related to a participant 1, subtitled video zz, from teacher’s diary, it would be identified as s1.zz.td. the exactitude of the coding process permitted a thorough and exact reading of the data. by searching evidence in the data that legitimized or questioned it, the categories and subcategories that emerged from analysis were identified. the data analysis process in this study was realized under the grounded approach (strauss and corbin, 1990). consequently, the categories are the result of inductive analysis of the data gathered to develop a deep understanding of the phenomena under study. the data analysis procedures consisted of reading all the data collected through the classroom observation, teacher’s diary, students’ semi-structured interview, students’ artifacts that provided validity and reliability to the findings of this study. careful reading began right after the data gathering process started; in a simultaneous process of data collection and analysis (johnson and christensen, 2004).source: the author (2018) table 3. categories resulting from the analysis category 1: learning words. explains students’ performance to learn new words and there is sub category related to the unknown words. category 2. subtitled videos. refers to subtitled videos as visual strategies and it has subcategory: positive attitudes towards the use of videos category 3. participant’s previous experience. identifies students’ vocabulary activation. it has two subcategories: students’ engagement and participation. category 4. participants’ performance in learning vocabulary. concentrates on the way students performed during the implementation of the video tasks. it has a subcategory: the target words. category 5. images and words. suggests the importance of supporting vocabulary learning with images. it has one sub-category: the use of images, and texts. vocabulary through instructional videos romero-villamil & guzman martinez 19 no. 21 the categories are reference points in the analysis of class observation, the teacher’s diary, and the semi structured interview in each video used as part of the action research process. findings by using instructional subtitled videos the participants obtained better results in learning the target vocabulary, implying that the information was received through multisensory channels: audio, images and text. the students’ senses were interacting with movement, color, sound effects and the picture sequences that support the plot of each story, according to the semistructured interview, the students thought that the use of instructional subtitled videos assisted them, to learn vocabulary more easily, practiced pronunciation and intonation, and had a more positive view of their english class, going beyond the traditional activities that can be boring and non-motivational in l2 acquisition. to facilitate students’ interaction with the videos and tasks, esa (engage, study, activate), (harmer,2009, p.52) was used so as to have a didactic sequence, and activate students’ background. each video topic conveyed a particular context where the students’ reactions were diverse. for instance, some liked zyppy the zebra more than salt march, because the zebra was trying to get rid of the fleas in an annoying but humorous situation,. it made some students laugh, especially when the animal was scratching on the ground with his legs upside down, literally going belly up. the students were able to predict, interpret and understand the video plot by following the sequence of events that take place while the video was playing. the learners concentrated on visual clues such as facial expression, dress, gesture, posture and on details of the environment. to construct meaning it is worth noting that there were some disadvantages related to students’ performance during the intervention process . on the one hand, students risked only reading the subtitles and not focusing on the video images. on the other hand, subtitles might interfere with the students who simply wanted to enjoy the video images. the students who were able to follow images and subtitles concurrently had more chances to understand the plot of the stories. likewise, students may get a little bored if there is too much information being illustrated in the same picture. the instructional subtitled videos did not have characters’ speech audio but a narrator that described the story, using pictures related vocabulary through instructional videos romero-villamil & guzman martinez 20 no. 21 to the facts that occurred during the development of the plot of the video. for instance, in “the pianist”, there is a scene where the child pianist is sitting at the piano, and the narrator explains how the little pianist practiced not only at school but also at home. it is illustrated with two pianos: a big one that was located at the school and a small one whose owner was the child. to give the idea that the pianist practices at both places, both images of the of the piano are shown separately . pre-test and posttest results undoubtedly, the use of instructional subtitled videos was a powerful strategy that helped students learn vocabulary in an easier way since they had the possibility to have information in oral and written visual form simultaneously. hence, some could remember the new words when they see them inserted in full complete sentences, when the words were narrated or when the images of the video images illustrated what was taking place by contrasting the pre-test and the post-test, we observed from figures below that the students performed much better in the post test.none of them failed the posttest and all of them got a higher score with respect to the pretest. in the pre-test only five (5) students had a score above fifteen (15) right answers, and one student obtained (18) however , in the post-test, the minimum score of all of the students succeded in reaching more than twenty two (22) out of thirty (30) answers. it indicated that the intervention during the three cycles was useful and permitted the students to learn the target words thanks to the use of instructional subtitled videos as visual strategy. figure 2. post –test vocabulary through instructional videos romero-villamil & guzman martinez 21 no. 21 figure 3. posttest according to research by naghizadeh and darabi (2015) , the participants performed better results when they were exposed to bimodal subtitles (subtitles and audio in english). in the same vein, the learners of the present research showed better as the three cycles experiment unfolded. concerning to the use of multimedia resources that can be downloaded for free from the internet, harji, woods, & alavi, (2010), point out that learners who received the language through multisensory channels had a wider spectrum to put into practice their skills so as to work out the target vocabulary. in a similar context, the students who came into contact with subtitled videos could experiment how beneficial aural, text and images were to making sense out of the new words to be learnt. vocabulary through instructional videos romero-villamil & guzman martinez 22 no. 21 conclusions the goal of this research was to know to what extent instructional subtitled videos could influence students’ learning vocabulary. these videos were zyppy the zebra, the pianist and the salt march. the findings are not in doubt, the implementation of subtitled videos contributed to learning vocabulary. the main factors associated with the outcome of this research included (1) the participants’ interest in the implementation process (2) the methodological procedure which took into account the following steps: engage, activate, and study, which are suggested by harmer (2009). eas highly contributed to appropriately using the video material. the use of words in their visual context supports vocabulary learning. regarding to the writing production process, students were able to organize their ideas by using the target words and the pictures as learning aids . the majority of them went from simple words to complete sentences during the three cycles . this achievement showed how the activation of learners’ background play a crucial role in creating a suitable atmosphere to be prepared to watch the videos. the design of video task material played an important role in this investigation making learning easy because the exercises could gradually motive students to learn the l2 vocabulary.also, the students established a connection between the subtitled images, sound, and text, which made learning meaningful, and interactive. by using new words and pictures in a real context, the students were engaged in their learning process. regarding the strategies to learn vocabulary: word association, synonyms/ antonyms sentence construction, all of them pave the way to communicate ideas, enabling the students to go beyond the words so as to express what they wanted to say in written form. the analysis showed that the systemic reflection process in each cycle of this study made it possible to incorporate changes in favor of instructional subtitled videos as a visual strategy since new details appeared during the intervention process. for instance, it was necessary for the students to develop skills and perform extra activities to gain experience in reading, watching, and listening. this research also showed that subtitled videos motivated students to learn english because of their acceptance and positive attitude toward them. it means that the vocabulary was related to artistic real social life situations. on the other hand, by writing down sentences the design of the video tasks let students go from simple exercises to more complex ones,. limitations this study, like any other study, had its limitations. one of them was that students’ knowledge of the language varied greatly, some of them were not competent enough, vocabulary through instructional videos romero-villamil & guzman martinez 23 no. 21 which was noticeable during the implementation of the three videos. while some only wrote words associated with the images, others could write complete sentences. more importantly each student advanced according to his or her own skill possibilities. in the future, they should face authentic subtitled videos, as they progress in their learning. in the same direction, it is important to embody subtitled videos with characters and issues, that students identify with. i that way, they should be more committed to learning it. in other words, videos in which speech is clear enough for them to understand the topic addressed, and the message behind it, should engage students enough so that they will continue learning english. future research this study allowed the comprehension of the use of instructional subtitled videos in learning vocabulary in 8-2 grade, ibagué, colombia. however, it would be interesting to conduct further studies in this field in other efl skills like reading, listening or writing. for example, pronunciation. viewing without sound only reading, then read out loud. students could then compare their pronunciation to that of the video. vocabulary through instructional videos romero-villamil & guzman martinez 24 no. 21 references harji, m. b., woods, p. c., & alavi, z. k. (2010). the effect of viewing subtitled videos on vocabulary learning. journal of college teaching & learning (tlc), 7(9). kovacs, g., & miller, r. c. (2014, april). smart subtitles for vocabulary learning. in  proceedings of the sigchi conference on human factors in computing systems (pp. 853-862). acm. naghizadeh, m., & darabi, t. (2015). the impact of bimodal, persian and no-subtitle movies on iranian efl learners’ l2 vocabulary learning.  journal of applied linguistics and language research, 2(2), 66-79. rowsell, j., & walsh, m. (2011). rethinking literacy education in new times: multimodality, multiliteracies, and new literacies. brock education journal, [online]. 21, 53-62.avalable from: http://brock.scholarsportal.info/journals/ brocked/home/article/viewfile/236/174 rowsell, j., mclean, c., & hamilton, m. (2012). visual literacy as a classroom approach. journal of adolescent & adult literacy, 55(5), 444-447. sagor, r. (2000). guiding school improvement with action research. virginia: ascd. shamshirian, m. (2015). assessing the effect of utilizing monolingual and bilingual dictionaries on efl learners’ vocabulary. language in india, 15(7), 175-188. squyres, s. w., grotzinger, j. p., arvidson, r. e., bell, j. f., calvin, w., christensen, p. r., ... & johnson, j. r. (2004). in situ evidence for an ancient aqueous environment at meridiani planum, mars. science, 306(5702), 1709-1714. strauss, a. l., & corbin, j. (1990). basics of qualitative research: grounded theory procedures street, b. v. (2009). multiple literacies and.  the sage handbook of writing development, 137. susanto, v. (2017). the effect of in-class listening activities on the vocabulary mastery of the english department students  (doctoral dissertation, widya mandala catholic university surabaya). vaezi, m. n., sarkeshikian, s. a. h., & shah-ahmadi, m. r. (2013). the impact of premodified input on iranian efl learners’ listening. the iranian efl journal, 222. wang, y. c. (2012). learning l2 vocabulary with american tv drama” from the learner’s perspective”. english language teaching, 5(8), 217-225. vocabulary through instructional videos romero-villamil & guzman martinez 25 no. 21 authors * jorge luis romero-villamil is a teacher and researcher at josé celestino mutis school. he     holds a master degree in english didactics and a ba in modern languages from universidad del tolima. he has been teaching english for over 20 years. his research interests include foreign language didactics and english learning vocabulary. orcid: https://orcid.org/0000-0002-1446-9593 claudia patricia guzman-martinez holds a master degree in english didactics from universidad del tolima. he holds a ba in plastic art from universidad del tolima. she is an english teacher at la aguadita school in state of tolima, colombia.  she studied bilingual and computer secretary at instituto meyer in bogota. her research interests encompass didactics of pedagogy, and innovation in education. orcid: https://orcid.org/0000-0002-9796-9365 how to reference this article: romero-villamil, j. l., & guzman-martinez, c. p. (2020). learning vocabulary through instructional subtitled videos. gist – education and learning research journal, 21, 7-25. https://doi.org/10.26817/16925777.841 vocabulary through instructional videos romero-villamil & guzman martinez the effects of pronunciation anxiety and motivation on english learners’ willingness to communicate1 los efectos de la ansiedad de pronunciación y la motivación en la voluntad de comunicarse de los estudiantes de inglés zahra alimorad, farshad adib2 shiraz university, iran 1 received: january 27th, 2022 / accepted: november 19th, 2022 2 zahra.alimorad@shirazu.ac.ir, farshad.adib.fa@gmail.com gist education and learning research journal. issn 1692-5777. no. 25 (july december, 2025). pp. 41-62. 42 no. 25 abstract the present quantitative study intended to investigate the effect of iranian efl learners’ pronunciation anxiety (pa) and pronunciation motivation (pm) on their l2 willingness to communicate (l2 wtc) in english classes. additionally, it aimed at identifying which of these two independent variables (pa or pm) could better predict their l2 wtc. to these aims, a convenience sample of 134 upper-intermediate efl learners were recruited from two private language institutes in one of the large cities of iran. their proficiency level had already been determined by the institutes using written and oral placement tests. to gather the necessary data, three questionnaires, namely, baran-lucarz’s (2017) pa, and pm, and simić’s (2014) wtc questionnaires were used. descriptive and inferential statistics were utilized to answer the research question of the study. findings indicated that both variables under study, pa and pm, had significant correlations with learners’ l2 wtc. however, although results suggested that both independent variables predicted the learners’ l2 wtc, pa was found to be a stronger predictor. implications of the study findings and suggestions for further research are also offered. key words: efl learners, pronunciation anxiety, pronunciation motivation, willingness to communicate. resumen el presente estudio cuantitativo pretende investigar el efecto de la ansiedad de pronunciación (pa) y la motivación de pronunciación (pm) de los estudiantes iraníes de efl en su disposición a comunicarse en l2 (l2 wtc) en las clases de inglés. además, tuvo como objetivo identificar cuál de estas dos variables independientes (pa o pm) podría predecir mejor su l2 wtc. con estos objetivos, se reclutó una muestra de conveniencia de 134 estudiantes de efl de nivel intermedio alto de dos institutos de idiomas privados en una de las grandes ciudades de irán. su nivel de competencia ya había sido determinado por los institutos utilizando pruebas de ubicación escritas y orales. para recopilar los datos necesarios, se utilizaron tres cuestionarios, a saber, pa y pm de baran-lucarz (2017), y los cuestionarios wtc de simić (2014). se utilizó estadística descriptiva e inferencial para responder a la pregunta de investigación del estudio. los hallazgos indicaron que ambas variables bajo estudio, pa y pm, tenían correlaciones significativas con el wtc l2 de los alumnos. sin embargo, aunque los resultados sugirieron que ambas variables independientes predijeron el wtc l2 de los alumnos, se encontró que pa era un predictor más fuerte. también se ofrecen implicaciones de los hallazgos del estudio y sugerencias para futuras investigaciones.  palabras clave: estudiantes de efl, ansiedad de pronunciación, motivación de pronunciación, voluntad de comunicarse.  the effects of pronunciation anxiety and motivation on english’ learners alimorad and adib 43 no. 25 resumo: o presente estudo quantitativo pretende pesquisar o efeito da ansiedade de pronunciação (pa) e a motivação de pronunciação (pm) dos estudantes iranianos de efl na sua disposição a comunicar-se em l2 (l2 wtc) nas aulas de inglês. além disso, teve como objetivo identificar qual destas duas variáveis independentes (pa ou pm) poderia predizer melhor sua l2 wtc. com estes objetivos, reclutou-se uma amostra de conveniência de 134 estudantes de efl de nível intermédio alto de dois institutos de idiomas particulares em uma das grandes cidades do irã. seu nível de competência já tinha sido determinado pelos institutos utilizando provas de localização escritas e orais. para recopilar os dados necessários, foram utilizados três questionários, a saber, pa e pm de baran-lucarz (2017), e os questionários wtc de simić (2014). utilizou-se estatística descritiva e inferencial para responder à pergunta de pesquisa do estudo. as descobertas indicaram que ambas variáveis sob estudo, pa e pm, tinham correlações significativas com o wtc l2 dos alunos. porém, mesmo que os resultados sugeriram que ambas variáveis independentes predissessem o wtc l2 dos alunos, encontrou-se que pa era um prognosticador mais forte. também se oferecem implicações das descobertas do estudo e sugestões para futuras pesquisas. palavras chave: estudantes de efl, ansiedade de pronunciação, motivação de pronunciação, vontade de comunicar-se. the effects of pronunciation anxiety and motivation on english’ learners alimorad and adib 44 no. 25 introduction w ith the growing demand for the use of english for social interactions worldwide, influenced by globalization as well as the development of communicative language teaching (clt), communication has become the ultimate goal of language learning for many l2 learners (al-murtadha, 2017). yet, learners need to be not only able to interact with other people but also willing to communicate in the l2. according to clément et al. (2003, p. 191), “the most immediate determinant of l2 use” is willingness to communicate (wtc). given this perceived importance of wtc in l2 pedagogy, during the past decades, different scholars have attempted to define it; for instance, macintyre et al. (1998) viewed it as readiness to participate in a particular discourse at a proper time with other interlocutors using a second language. mccroskey and richmond (1990), on the other hand, considered it as an individual’s propensity to twitch communication when free to do so. growing evidence demonstrates the effect of various communicative, linguistic and social variables on wtc. some of these variables which have already been identified in previous research include “the state of communicative self-confidence, desire to communicate with a specific person; self-confidence, intergroup and interpersonal motivation; communicative competence, social attitudes, and intergroup attitudes; and personality and intergroup climate” (ghonsooly et al., 2012, p. 198). as one of the variables influencing wtc, anxiety has garnered much serious attention in the field of second language acquisition since the 1970s. after the introduction of language anxiety (la), a plethora of studies were conducted to determine miscellaneous effects of la on l2 (foreign/second language) learning and language use (horwitz, 2010). it has continuously been suggested that low anxiety levels lead to beneficial language learning (elkhafaifi, 2005) whereas high la might have detrimental influences on both language learning and language use in l2 contexts (piechurska-kuciel, 2008; spielman & radnofsky, 2001). in this regard, a variety of language specific anxieties have been identified and examined so far; for instance, listening comprehension anxiety (kim, 2005), speaking anxiety (woodrow, 2006), reading anxiety (argamon & abu-rabia, 2002), writing anxiety (cheng et al., 1999), and grammar anxiety (vanpatten & glass, 1999). more recently, baran-lucarz (2013) put forth a new concept describing another type of language learning anxiety; that is, pronunciation anxiety or pa. later, she (2014, p. 453) elaborated on the following subcomponents for her model of pa, 1. pronunciation self-image: beliefs one holds about personal appearance– about the way one looks and sounds when speaking an fl, and acceptance of one’s self-image. the effects of pronunciation anxiety and motivation on english’ learners alimorad and adib 45 no. 25 2. pronunciation self-efficacy and self-assessment: perception related to one’s predisposition to acquire/learn an fl phonological system and to one’s perceived level of pronunciation of the tl (usually formed by comparing oneself to classmates or other speakers). 3. fear of negative evaluation: apprehension caused by anticipating that other speakers will have negative opinions about one based on one’s pronunciation. 4. beliefs about the importance of pronunciation for successful communication, about the ease of learning tl pronunciation for learners representing a particular l1, and about the sound of the tl. pronunciation of a language might trigger positive reactions in some learners who might consider it as pleasant, nice, delightful, prestigious, or sexy. on the contrary, however, the very same language might provoke negative attitudes making students perceive it as unpleasant, unnatural, or even annoying. additionally, learners who have negative perceptions towards the sound of the target language will likely have difficulties with regard to accepting a new l2 identity (baran-lucarz, 2014). prior research has offered converging evidence regarding speaking being perceived as the most anxiety-generating skill among the four language skills, particularly when learners have to take the floor in front of the class and their peers (e.g., abal, 2012; occhipinti, 2009; woodrow, 2006). further, qualitative data collected using interviews and diaries emphasized that one source of common anxiety is learners’ worries about losing face in front of their peers due to their accents (price, 1991). all these studies point out the importance of attending to pronunciation in l2 pedagogy. besides anxiety, motivation has also been at the heart of investigation in the l2 field for more than 50 years. more specifically, pronunciation motivation is defined as a great enthusiasm to reach the highest level of communication ability, or a native-like, or at least a semi-native-like accent (dörnyei, 2005). in this vein, previous research has suggested that the desire to be a native-like speaker and have a pleasant accent is highly associated with the level of pa and its subcomponents, such as self-image, self-efficacy/self-assessment, and beliefs about the l2 sound and its importance for communication (baran-lucarz, 2013; kafes, 2018; kralova et al., 2017). results of many empirical studies have confirmed the mutual relationship between anxiety and motivation. in this regard, yan and horwitz asserted, “further attention should be directed to understanding the relationship between motivation and anxiety in language learning” (2008, p. 176). low level of anxiety leads to high self-confidence which is a characteristic of a motivated student (clement, 1980); especially when high confidence and motivation result in success, while, conversely, unsuccessful experience is likely to lead to stress, discouragement, and lower motivation to learn. although it seems logical that high motivation results in systematic work and endeavor to achieve goals, it might lead to anxiety and stress in some individuals as well, chiefly the effects of pronunciation anxiety and motivation on english’ learners alimorad and adib 46 no. 25 if the outcomes do not meet their expectations (dörnyei & ottó, 1998). despite the importance of these two variables in the acquisition of l2 pronunciation, to the best of our knowledge, and after an intensive review of the existing literature, we found out that no previous inquiry has attempted to systematically examine the effects of pa and pm on l2 wtc in an efl context. therefore, to bridge this gap, this study was an attempt to investigate the effects of these two factors on learners̕ l2 wtc and to find which one of these two variables could be a better predictor of iranian efl learners’ l2 wtc. hence, the study sought answers to the following research question: which of the two variables, i.e., pa or pm, better predicts iranian efl learners’ l2 wtc in english classes? background several researchers from different parts of the world have so far attempted to study l2 wtc and the factors which influence it; for instance, cao and philp (2006) administered questionnaires, observations, and interviews in a multi-national esl class in new zealand to find what variables contributed to l2 wtc in a classroom situation. their findings confirmed that the number of people in the task group (pairs, small groups, whole class) played a key role in learners’ l2 wtc. furthermore, selfconfidence, familiarity with the interlocutor, and interlocutor participation were considered to be influential in this study. in another study, pawlak and mystkowska-wiertelak (2015) argued that the integrated nature of l2 wtc has traditionally been investigated separately, but its dynamic character is still in its infancy. analysis of the data they collected using self-ratings, questionnaires, and interviews from 8 polish students showed that the participants’ l2 wtc changed and was influenced by different factors. these factors included the topic, planning time, cooperation and familiarity with the interlocutor, the opportunity to express one’s ideas, the mastery of the prerequisite lexis, the presence of the researcher, and a host of individual variables, thereby confirming the dynamic and flexible nature of l2 wtc. in japan, wood (2016) examined the relationship between l2 wtc and l2 fluency from a dynamic systems perspective. the researcher used an exploratory case study to investigate l2 wtc and fluency between japanese english learners and non-japanese interlocutors. results indicated that fluency breakdowns led to lowered l2 wtc or vice versa. in the context of iran, aliakbari et al. (2016) studied the synchronous impact of different variables affecting l2 wtc, including anxiety, self-confidence, communicative competence, and international posture on 194 efl learners. based on the results of this study, the relationship between enjoyment and l2 wtc was sturdier the effects of pronunciation anxiety and motivation on english’ learners alimorad and adib 47 no. 25 than that between anxiety and l2 wtc. that is to say, whereas the environment of the classroom had a positive influence on both enjoyment and l2 wtc, it showed a negative effect on anxiety. in another study in the same context, khajavy et al. (2016) focused on l2 wtc in english among iranian efl learners in the classroom settings. results indicated that the strongest factor that directly affected l2 wtc was classroom environment. findings also showed that classroom environment directly affected attitudes, motivation, and communication confidence while communication confidence itself directly affected l2 wtc. however, motivation and english language proficiency indirectly influenced l2 wtc through communication confidence. in a more recent study, riasati and rahimi (2018) examined the influence of situational and individual factors on l2 wtc. while the situational aspects were found to be task type, topic, interlocutor, teacher, classroom atmosphere, and seating arrangement, the individual elements were identified to be learners’ personality, selfconfidence, the degree of opportunity they have in language classes, fear of evaluation, and fear of correctness of their speech. in the context of japan, freiermuth and ito (2020) investigated the effect of personality and past experience on university students’ l2 wtc. to this aim, using semi-structured interviews, they studied eight female japanese students who were selected from a group of 69 students on the basis of their english proficiency test scores (high/low scorers) as well as their wtc (high/low wtc) scores. their findings suggested that students with high l2 wtc perceived themselves as future l2 users who were stimulated through integrative motivation with their peers and teachers. further, positive personality traits were found to facilitate wtc; therefore, they concluded that positive past experiences with language teachers and foreign peers could lead to a better understanding of second language learners’ wtc. more recently, author (2021) attempted to identify the factors leading to iranian efl tertiary students’ l2 (un)willingness to communicate in english classes. conducting a classroom-based case study, they recruited a purposive sample of 10 efl learners and studied them for three weeks. to gather data, they utilized a variety of data collection tools, namely, semi-structured interviews, classroom observations and stimulated-recall interviews. then, they thematically analyzed the data to identify and extract common themes from the participants’ ideas. results of their study indicated that there existed a complex, dynamic and non-linear interaction between individual, contextual, and linguistic factors that influence l2 wtc. these three broad factors in tandem exerted either contributing or impeding effects on each individual’s wtc in the classroom context. attempting to determine significant pa correlates, baran-lucarz and lee (2021) considered the role of learning experiences with teachers who were native speakers of the effects of pronunciation anxiety and motivation on english’ learners alimorad and adib 48 no. 25 english, previous study abroad experiences, l2 learning enjoyment, and l2 wtc. to do that, they administered a questionnaire to two groups of efl learners of different majors (english education/tourism english) and different self-perceived proficiency levels. results of hierarchical multiple regression analyses for both groups suggested that l2 wtc was the strongest determinant of pa while foreign language enjoyment was the second most meaningful correlate only for the group whose self-perceived general english proficiency was lower. overall, although a host of empirical studies have investigated the effects of various factors on efl learners’ l2 wtc, they do not give us the full picture in that no previous study has examined the effect of pa and pm, as two recently introduced concepts, on efl learners’ l2 wtc. further, even though baran-lucarz and lee (2021) have recently explored the relationship between pa and l2 wtc, the focus of their study was on l2 wtc as a determinant of pa rather than the other way round. additionally, in their study, they did not examine the role of pm as a predictor variable either. hence, considering the paucity of research in this area, and to gain deeper insights into efl learners’ l2 wtc, the current study set out to delve into the relationship between these two variables and iranian efl learners’ l2 wtc with the aim of identifying the one which could likely be a better predictor of l2 wtc in a foreign language learning situation. method this study was a quantitative piece of research. in the sections that follow the method of the study is explained including the participants who partook in the study, instruments used to gather the necessary data, as well as data collection, and analysis procedures. participants one hundred and thirty-four upper-intermediate efl learners who had already been learning english for at least two years prior to this study were selected from two private language institutes in one of the large cities of iran. they were recruited employing a convenience sampling procedure because the second researcher served as an english teacher at one of the language institutes under study. the proficiency level of the participating learners had already been determined by the institutes using their own oral and written placement tests. the participants were from both genders (female=100, male= 34) and their ages ranged from 20 to 40. the effects of pronunciation anxiety and motivation on english’ learners alimorad and adib 49 no. 25 instruments in this study, three instruments were utilized to collect the data: the willingnessto-communicate questionnaire (wtcq) which was adopted from simić (2014), the pronunciation anxiety questionnaire (paq) which was a modified version of an earlier scale developed by baran-lucarz (2014, 2016) and included nine subcomponents, and the pronunciation motivation questionnaire (pmq) which was designed by baranlucarz (2017) based on the l2 motivational self system already proposed by dörnyei. these instruments are explained in more detail in the following sections. willingness-to-communicate questionnaire (wtcq) to gather the necessary information about students’ l2 wtc, a 20-item 5-point likert scale l2 wtc questionnaire (1 = almost never willing, 2 = sometimes willing, 3 = willing half of the times, 4 = usually willing, and 5 = almost always willing) whose items were in english was used in this study. this questionnaire contained a section asking about participants’ age, gender, and years of studying english. the content validity of this scale was checked and confirmed by two applied linguistics experts. further, its reliability index was calculated using cronbach’s alpha formula and turned out to be 0.79 which seemed satisfactory for the purposes of this study. pronunciation anxiety questionnaire (paq) the pronunciation anxiety questionnaire (paq) developed by baran-lucarz (2017) consisting of 50 statements with a 6-point likert scale (strongly agree=6, to strongly disagree=1) was utilized to measure the participants’ pronunciation anxiety. the reliability of the entire scale was reported to be 0.95 and its validity was established examining its construct validity by running factor analysis (baran-lucarz, 2017). while the respondents could achieve a minimum score of 50 and a maximum score of 300, the higher the individuals’ scores were, the more anxious they were considered to be. for items which denoted lack of anxiety, a reversed scoring key was applied. this questionnaire also included a section asking about participants’ age, gender, and years of studying english. its reliability was checked by the current researchers using cronbach’s alpha procedure and the index was found to be 0.73. pronunciation motivation questionnaire (pmq) to collect the needed information about the learners’ pronunciation motivation, a pronunciation motivation questionnaire (pmq) consisting of 29 items with a 6-point the effects of pronunciation anxiety and motivation on english’ learners alimorad and adib 50 no. 25 likert scale (strongly agree=6, to strongly disagree= 1) was utilized (baran-lucarz, 2017). the highest the participants’ score in this questionnaire was, the more motivated they would be considered. to calculate their scores, for some items, a reversed scoring procedure was applied. baran-lucarz (2017) reported the reliability of the entire scale to be 0.85 and she confirmed its validity. its reliability index was found to be 0.72 in the present study using cronbach’s alpha procedure. data collection procedures the three questionnaires were administered by the second author of this paper and he was present to answer any possible questions on the part of the learners or clarify any ambiguities and misunderstandings. also, an attempt was made to administer the questionnaires one by one during different class sessions so that fatigue might not hinder the participants from giving precise answers. in addition, the order of the administration of the questionnaires was counterbalanced to avoid order affecting their performance. that is, the three questionnaires were administered in different orders in different classes. to ensure gathering accurately completed questionnaires, enough time was given to the participants so that they could answer all items. also, they were politely asked to give honest responses to the items of the questionnaire. to this aim, the instructions given reassured them that the obtained information would be kept confidential and would only be used for research purposes. data analysis procedures to analyze the data, multiple regression was run to uncover the possible effects of the independent variables (pm and pa) on the dependent (l2 wtc) variable of the study and to identify the independent variable which could likely be a better predictor of the participants’ l2 wtc. further, as follow-up analyses, the mean and standard deviations of the components of the predictor variable were also calculated and examined. results and discussion before conducting the multiple regression analysis, its assumptions were checked. to this end, the pearson correlation table was scrutinized to check the relationships among the three variables of the study. results of these analyses are shown in table 1. the effects of pronunciation anxiety and motivation on english’ learners alimorad and adib 51 no. 25 table 1. correlation between pa, pm, and l2 wtc source: the authors l2 wtc pa pm pearson correlation l2 wtc 1.000 -.488* .302* pa -.488* 1.000 .265 pm .302* .265 1.000 sig. (2-tailed) l2 wtc . .015 .024 pa .015 . .226 pm .024 .226 . n l2 wtc 134 134 134 pa 134 134 134 pm 134 134 134 based on these results, there is a significant moderate negative correlation between pa and l2 wtc (r= -.488 sig =.015). put it simply, as expected, the more anxious the participants are, the less they tend to use english in their communicational exchanges. moreover, pm and l2 wtc also showed a moderate positive correlation which is statistically significant (r=.302 sig =.024). therefore, contrary to their pa, their pm shows a positive correlation with their l2 wtc, thereby indicating that the more motivated the participants are in terms of their pronunciation, the more willing they will be to use english while interacting with others. results of the correlation analyses between the variables showed that pa had a higher correlation with l2 wtc; hence, a multiple regression analysis was run to find out which of these independent variables could more significantly contribute to the l2 wtc. to this end, first, characteristics of the variables under study were examined in order to see if the required statistical assumptions were met (pallant, 2011). as reported above, the two independent variables showed significant medium relationships with l2 wtc. hence, the correlation values were neither too small nor too large, which indicated that the two independent variables could be retained. next, the multicollinearity assumption was checked. in this regard, the obtained collinearity statistics, i.e., the variance inflation factor (vif) and tolerance values, for pa (tolerance=0.996; vif=1.004), and pm (tolerance=0.996; vif=1.004) rejected the presence of mulicollinearity. then, the normal probability plot (p-p) of the regression standardized residual (figure 1) and the scatter plot (figure 2) were examined. the effects of pronunciation anxiety and motivation on english’ learners alimorad and adib 52 no. 25 figure 1. normal p-p plot of regression standardized residual for l2 wtc source: the authors figure 2. the scatter plot for l2 wtc source: the authors the effects of pronunciation anxiety and motivation on english’ learners alimorad and adib 53 no. 25 as can be observed, both the normal probability plot (p-p) of the regression standardized residual and the scatter plot support the idea that the assumptions of normality and linearity were not violated. moreover, the plots indicate that no serious outliers could be detected. in fact, none of the cases had a standardized residual greater that 3.3 or lower than -3.3. the next assumption to be checked was homoscedasticity. table 2 shows the results of this analysis. table 2. residuals statisticsa source: the authors minimum maximum mean std. deviation n predicted value 38.1612 45.8518 41.6567 1.77907 134 std. predicted value -1.965 2.358 .000 1.000 134 standard error of predicted value .712 2.255 1.172 .328 134 adjusted predicted value 38.0854 45.9515 41.6507 1.78633 134 residual -13.35840 23.11088 .00000 8.07170 134 std. residual -1.642 2.842 .000 .992 134 stud. residual -1.663 2.881 .000 1.005 134 deleted residual -13.69822 23.76052 .00598 8.27252 134 stud. deleted residual -1.675 2.966 .003 1.012 134 mahal. distance .026 9.234 1.985 1.738 134 cook’s distance .000 .078 .008 .014 134 centered leverage value .000 .069 .015 .013 134 a. dependent variable: l2 wtc tellingly, given that there were two independent variables under investigation, we had to consider the critical chi-square value with the degree of freedom of two (=number of independent variables), which was 13.82 (pallant, 2011, p. 159). as displayed in the table above, the maximum mahalanobis distance value recorded for the cases in this sample (9.234) is smaller than the critical chi-square value (13.82), thereby showing that homoscedasticity has not been violated, or there were no serious outliers. after checking all these assumptions, multiple regression analysis was run. the results are reported in tables 3, 4 and 5. the effects of pronunciation anxiety and motivation on english’ learners alimorad and adib 54 no. 25 table 3. model summaryb source: the authors model r r square adjusted r square std. error of the estimate 1 .215a .346 .320 8.13308 a. predictors: (constant), pm, pa b. dependent variable: l2 wtc table 4. coefficientsadependent variable: l2 wtc a. dependent variable: l2 wtc table 5. anovaa source: the authors model sum of squares df mean square f sig. 1 regression 420.957 2 210.479 3.182 .045b residual 8665.252 131 66.147 total 9086.209 133 a. dependent variable: l2 wtc b. predictors: (constant), pm, pa a close examination of the model summary and the anova tables shows that the model, including pm and pa as the independent variables, predicts 34.6% (r square=.346) of the variance in l2 wtc as the dependent variable, and the results are statistically significant (f= 3.182, sig=.045). to see which independent variable best contributed to the prediction of the dependent variable, the coefficients table the effects of pronunciation anxiety and motivation on english’ learners alimorad and adib 55 no. 25 was examined. the table shows that although both pa and pm (β= .205, sig=.023) significantly predicted the participants’ l2 wtc, pa with a larger beta value of -.395 (sig=.004) was a more powerful predictor. this finding partially corroborates saito et al.’s results (2018) which suggested that students’ l2 speech learning patterns were primarily determined by their emotional states (anxiety/enjoyment), and secondarily, by their motivational dispositions. as mentioned above, in the next step, follow-up analyses including mean and standard deviation of different components of the pa were calculated (table 6) in an attempt to uncover their possible differential influences. table 6. mean and standard deviation of pa components source: the authors mean std. deviation lack of anxiety 50.1696 6.90200 pa when talking to native and non-native speakers outside the fl classroom 30.7969 8.23222 pronunciation self-image 27.2960 4.25976 pronunciation self-efficacy and self-assessment 25.1250 3.72901 general fl oral performance apprehension 23.1061 8.02502 fear of negative evaluation 21.4524 7.99260 beliefs about the importance of pronunciation for communication 12.0862 2.47972 beliefs about the nature/sound of the tl 10.4470 2.60743 beliefs about difficulties with learning tl pronunciation by learners representing a particular l1 10.2941 2.28611 as table 6 illustrates, the first component of pa, lack of anxiety, carries the highest mean amongst all the components. considering the items of this component and the reversed scoring key applied, it could be argued that in this specific sample of the participants, most of the students suffered from high levels of anxiety because of the negative perceptions they held about themselves and their capabilities. this seemingly unexpected finding might imply that efl learners, despite being proficient (i.e., upperintermediate level in this study) in the target language tend to remain anxious while attempting to observe correct pronunciation of the target language during the long journey of learning english as a foreign language. this being so, given the prominent role of pa in contributing to efl learners’ l2 wtc, this finding seems to warrant further and much closer examination and investigation. in a similar vein, the role of students’ self-perceived capabilities were highlighted by previous researchers such as macintyre and charos (1996) who found self-perceived communication competence influenced l2 wtc. more recently, baran-lucarz and lee (2021), who found selfperceived poor pronunciation as well as uncertainties about pronunciation contributed the effects of pronunciation anxiety and motivation on english’ learners alimorad and adib 56 no. 25 to students’ reluctance to speak english in the classroom. in addition, the second component, authentic communication in real life situations, also aroused a high level of anxiety in this sample. based on the items constituting this component, the participants seem to be too cognizant of the way they might be judged by native or non-native interlocutors due to their pronunciation. being extremely conscious of others’ (mis)judgment will even manifest itself in their physical functioning by showing different symptoms of being stressed. similarly, simić (2014) found communicating with native speakers provoked feelings of anxiety and embarrassment in efl learners. after these two components, pronunciation self-image holds the third rank, thereby indicating that how they look or sound while speaking english could play a decisive role in (not) being willing to communicate in english. as the fourth component, pronunciation self-efficacy and self-assessment indicates that besides others’ judgment, their own judgment of their capabilities and potentials could also be influential in their decision to speak english or not. general fl oral performance apprehension and fear of negative evaluation, the fifth and sixth components, point out the reasons why some students feel anxious while speaking in english, in general and why the participants get worried about how they are judged in the classroom context by their teachers and classmates, in particular. likewise, dewaele et al. (2017) also stated that some teachers may, consciously or unconsciously, cause heightened anxiety for language learners. they suggested that such teachers attempt to adapt their behavior so that they could reduce the negative effects of their anxiety-inducing behaviors. fear of negative evaluation because of making pronunciation mistakes has repeatedly been reported as one of the important factors which contributes to students’ being reluctant to speak in the classroom. in this regard, riasati and rahimi (2018) found that among many other factors, fear of evaluation, and fear of correctness adversely affected learners’ l2 wtc. zarrinabadi (2014) also referred to error correction as a factor influencing l2 wtc. results of the study conducted by teimouri (2017) pointed out that explicit corrective feedback given by the teachers in the classroom context could induce feelings of anxiety and shame in students in front of their peers. in a similar vein, khajavy et al. (2016) found that the strongest factor that directly affected l2 wtc was classroom environment. their findings also showed that classroom environment directly affected attitudes, motivation, and communication confidence. moreover, communication confidence directly affected l2 wtc. motivation and english language proficiency indirectly influenced l2 wtc through communication confidence. the findings of the current study lend support to their findings in that it was found that, compared to pronunciation anxiety, pronunciation the effects of pronunciation anxiety and motivation on english’ learners alimorad and adib 57 no. 25 motivation was a less strong factor contributing to iranian efl learners’ willingness to communicate in english. additionally, similar to khajavy et al.’s (2016) findings, it can be said that classroom environment, if it is not student friendly, can trigger pronunciation anxiety leading to less participation in classroom discussions, hence, less willingness to communicate, which was found in the current study, too. what is worthy of notice in table 6 is the components holding the lowest ranks, i.e., beliefs about the importance of pronunciation for communication, beliefs about the nature/sound of the tl, and beliefs about difficulties with learning tl pronunciation by learners representing a particular l1. considering the perceived importance of these components compared to that of the previous ones from these students’ perspective, it could be observed that, although these students do not regard nativelike pronunciation as that critical in negotiating meaning, their weak pronunciation level could lead to anxiety and, in turn, unwillingness to communicate in english. further, holding positive perceptions towards the sounds of english, the current participants seem not to attribute their tendency (or lack thereof ) to speak english to the characteristics of the language itself. additionally, they do not conceive that learning and mastering english pronunciation and stress is demanding for learners whose native language is persian. tellingly, what seems to be clear is that these findings need to be scrutinized more deeply by future researchers. conclusions and pedagogical implications results of this study could possibly contribute to theory and practice of english language teaching. regarding the theory, as pa and pm are novel and almost underresearched, the findings of this study could enrich previously developed theories of l2 wtc by drawing researchers’ attention to the role these two constructs could play in students’ l2 wtc, thereby leading to possible revision of those theories. as for the practice, given that this study showed both pa and pm significantly correlated with efl learners’ l2 wtc, it seems reasonable to introduce and highlight the importance of these two variables in language teaching contexts. it was found that the participating students in this study perceived intelligibility rather than nativelike pronunciation to be sufficient for meaning negotiation in l2 communicational situations. keeping this in mind, curriculum and syllabus designers could consider the possibility of incorporating materials which highlight the priority of intelligibility over native-like pronunciation in the syllabuses and textbooks they develop. given the importance of improving language learners’ self-image and self-efficacy as perceived by the participants, it could be suggested that relevant workshops be held for preand in-service teachers during which they will be taught how to improve their students’ pronunciation self-image and self-efficacy in classroom environment and real-life situations. also, some training sessions could be held for the students to empower the effects of pronunciation anxiety and motivation on english’ learners alimorad and adib 58 no. 25 them to evaluate their own pronunciation based on the criteria of intelligibility rather than native-like pronunciation so that their anxiety could be reduced. this study could not be void of some unavoidable limitations. first of all, the study just focused on english learners at institutes and did not consider other educational contexts like universities and public schools. secondly, the study focused on upperintermediate learners while other proficiency groups were not examined. also, a convenience sampling procedure was utilized, which restricts the generalizability of the findings of the study. that being so, we suggest that in future research, random sampling procedures be implemented in an attempt to increase the possible generalizability of the findings. moreover, quantitative studies can be complemented by qualitative ones using other data collection instruments such as interviews and observations to examine the extent to which the current findings might be corroborated by more indepth longitudinal studies. furthermore, the role of other possible influential factors such as gender, age, and personality factors was 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(2014). communicating in a second language: investigating the effect of teacher on learners’ willingness to communicate.  system,  42, 288-295. https://doi.org/ 10.1016/j. system.2013.12.014 authors zahra alimorad is an associate professor of teaching english as a foreign language (tefl) in the department of foreign languages and linguistics of shiraz university, iran. she has published several papers in national and international journals and has presented in national and international conferences. her areas of interest include l2 speaking, willingness to communicate, (de)motivation, perceptions, practice and identity. email address: zahra.alimorad@shirazu.ac.ir orcid: https://orcid.org/0000-0001-9061-0811 farshad adib is an m.a. graduate of tefl. he is currently teaching english at private language institutes in one of the cities of iran. his areas of interest are speaking, grammar, and willingness to communicate. email address: farshad.adib.fa@gmail.com orcid: https://orcid.org/0000-0002-5408-070x 62 no. 25 the effects of pronunciation anxiety and motivation on english’ learners how to reference this article: alimorad, z., & adib, f. exploring the effects of pronunciation anxiety and pronunciation motivation on efl learners’ l2 wtc. gist – education and learning research journal, 25. https://doi.org/10.26817/16925777.1369 26 no. 11 (july december 2015) no. 11 (july december 2015) evidence of critical thinking in high school humanities classrooms1 evidencias del pensamiento crítico en las clases de ciencias humanas en bachillerato david vargas alfonso2* colegio hispanoamericano – conde ansúrez, colombia abstract critical thinking skills (cts) are a group of higher order thinking abilities related with complex processes of learning like contextualization or problem solving. this exploratory research study identified whether critical thinking skills were present in high school humanities classrooms. the study was carried out in a private school in bogotá, colombia through qualitative methods and content analysis. the study sought to identify cts in students’ actual learning processes. data collection techniques included classroom observations, document analysis and focus groups to identify skills in teachers and eighth grade students from a humanities-focused high school curriculum. results demonstrated the presence of argumentation in written and oral classroom material. analysis was also evidenced through questioning, inferencing and other exercises. motivation was also an observable element, reflected in explicit expressions and gestures, and in the use of extra material in the classes. keywords: critical thinking, skills, argumentation, analysis, motivation 1 received: july 15, 2015 / accepted: september 21, 2015 2 profesordavidvargas@gmail.com gist education and learning research journal. issn 1692-5777. no. 11, (july december) 2015. pp. 26-44. 27 no. 11 (july december 2015) no. 11 (july december 2015) resumen las habilidades de pensamiento crítico hacen parte de las habilidades de pensamiento relacionadas con procesos complejos de aprendizaje como la contextualización o la resolución de problemas. esta investigación exploratoria ha sido desarrollada para identificar cuáles habilidades de pensamiento crítico son evidentes en un salón de ciencias humanas, a través de diferentes trabajos en clase y percepciones. el estudio fue realizado en un colegio privado de bogotá, colombia a través de métodos cualitativos y análisis de contenido. el estudio trató de identificar las habilidades de pensamiento crítico en los procesos de aprendizaje de los estudiantes. las técnicas de recolección de datos incluyen observaciones de clase, análisis documental y grupos focales para identificar dichas habilidades en profesores y estudiantes de octavo grado de la especialidad de ciencias humanas. los resultados demostraron la presencia de argumentación en el material oral y escrito propio de la clase. el análisis también es demostrado a través de preguntas, inferencias y ejercicios. se destaca en este punto, los debates autónomos dirigidos por los estudiantes. finalmente, se refleja la motivación en las expresiones explícitas, los gestos y el material adicional. palabras claves: pensamiento crítico, habilidades, argumentación, análisis, motivación. resumo as habilidades de pensamento crítico fazem parte das habilidades de pensamento relacionadas com processos complexos de aprendizado como a contextualização ou a resolução de problemas. esta pesquisa exploratória foi desenvolvida para identificar quais habilidades de pensamento crítico são evidentes em uma sala de aula de ciências humanas, através de diferentes trabalhos em classe e percepções. o estudo foi realizado em um colégio privado de bogotá, colômbia através de métodos qualitativos e análises de conteúdo. o estudo tratou de identificar as habilidades de pensamento crítico nos processos de aprendizado dos estudantes. as técnicas de recolha de dados incluem observações de classe, análise documental e grupos focais para identificar ditas habilidades em professores e estudantes de oitava série da especialidade de ciências humanas. os resultados demonstraram a presença de argumentação no material oral e escrito próprio da classe. a análise também é demonstrada através de perguntas, inferências e exercícios. neste ponto se destaca os debates autônomos dirigidos pelos estudantes. finalmente, se reflete a motivação nas expressões explícitas, os gestos e o material adicional. palavras chave: pensamento crítico, habilidades, argumentação, análise, motivação. vargas 28 no. 11 (july december 2015) no. 11 (july december 2015) introduction critical thinking skills (cts) are a group of skills that include criteria, analysis, inference and argumentation. cts have been receiving importance for the past thirty years, and philosophers, psychologists and educators have researched how to identify, develop and assess them. more recently, these skills are considered even more important in their conceptualization as 21st century skills, which are understood as innovative and learning skills that are requisites to succeed in this century. cts are also important because they enhance the understanding of arguments and the expression of points of view and critical judgments about any topic. in other words, when critical thinking skills appear in educational settings, they can be seen as guarantors of learning. consequently, research has tried to understand which demographical, cognitive or environmental elements are related with critical thinking in order to enhance their application in educational contexts. at the same time, studies have focused on how to improve instruments in order to develop and evaluate these skills, and to avoid other less effective tools. this study was guided by the following questions: what elements of the development of critical thinking can be observed in the eighth grade humanities classes? how do teachers develop critical thinking? how do students perceive the complexity of academic tasks? the study had as a starting point the following objectives: to identify if there was evidence of critical thinking, as well as development of critical thinking with the use of complex academic tasks. findings demonstrate some evidence of cts in high school classrooms within the humanities emphasis, specifically argumentation, analysis and motivation. this exploratory research points the way for a variety of possibilities and perspectives in order to continue researching the same skills, other cts, or even other higher order thinking skills in the same school. literature review critical thinking the complex process of thinking is divided into higher order thinking and lower order thinking. higher order thinking is used when someone relates stored and new information to solve extraordinary and difficult problems, or to obtain new ideas. lower order thinking is used to develop daily routines and mechanical processes. higher order thinking skills include contextualization, metacognition, creativity, insight, intelligence, problem solving and critical evidence of critical thinking vargas 29 no. 11 (july december 2015) no. 11 (july december 2015) thinking. critical thinking means to have criteria, analyze, infer, explain arguments, and develop them (king, goodson & rohani, 2009; pearson, 2011). many authors talk about higher order thinking skills (hots). king et al. (2009) trace their development historically and mention several key movers in this regard: dewey explained how thinking is evoked by problems, and bruner argued that inquiry is necessary in the learning process. piaget clarified that these skills are needed in the last developmental stages of thinking; on the other hand, bloom explained how hots require previous levels of knowledge. gagné put hots in the top of his taxonomy, and marzano situated these skills as a dimension of learning. glaser declared hots are the type of thinking for problem solving, and vygotsky affirmed that hots are necessary to move into the zone of proximal development. further, haladyna sustained that hots are a level of mental processes, and gardner declared hots are developed by our multiple intelligences (as cited in king et al., 2009). definitely, each theory posits a different way of understanding thinking and how to develop hots. there are also theories about the different skills themselves. however, one of the most important skills is critical thinking, divided also into other skills such as analyzing and solving problems, as well as creating new arguments (beyer, 1990; pearson, 2011). in fact, critical thinking has been studied by different sciences. philosophers like bailin, ennis, lipman, mcpaul and peck focus on what people are capable of doing under the best circumstances to get to the truth. psychologists like halpern, sternberg, and willingham tend to focus on how people actually think. finally, educators like bloom and marzano explain critical thinking based on research about their own experience in the classroom and observation of student learning (king et al., 2009; lewis & smith, 1993; pearson, 2011). barry beyer (1990), based on other philosophers’ theories (richard paul, matthew lipman and robert ennis), explains what philosophy offers to the teaching of thinking, and which facts have to be taken into account to develop critical thinking: reasoning to make systematic inferring of information, argumentation to structure thinking, critical judgment to judge according to prescribed criteria, point of view to contextualize information, dialogue to obtain with other the truth by asking and answering questions, and dispositions to deepen the things making probing questions walking to the truth. (pp. 55-58) critical thinking skills (cts) and education have been researched in different fields since the age of socrates (fahim, 2012). however, in the last fifteen years the majority of studies added pedagogical elements to improve these skills. other research studies try to identify if critical thinking is related with demographic information, cognitive aptitudes or environment. finally, evidence of critical thinking vargas 30 no. 11 (july december 2015) no. 11 (july december 2015) a few studies describe how to demonstrate and assess critical thinking in the classroom. improving critical thinking it is common to find studies in which participants of similar characteristics are divided into two groups. one of the groups receives direct instruction about critical thinking strategies (bensley, crowe & bernhardt, 2010; hove, 2011) or pedagogical tools like mind maps (d’antony, 2009), dialectic journals (enabulele, 2011), classroom discussions with student feedback (hayes, & devitt, 2008), different curricula models (hepner, 2012), different teaching strategies (miri, david, & uri, 2007), syllabi (mok, 2009), environmental based education programs (ernst, & monroe, 2004), or face to face communication (harrigan, & vincenti, 2004). after the intervention, participants are evaluated by tests. these studies generally found that after the intervention, participants show significant improvement in cts compared to the other students, except in the case of mind maps and dialectic journals. critical thinking and demographic elements another research tendency is to understand which demographic factors are related with cts. in these kinds of studies, researchers analyze significant numbers of participants from different schools that are chosen following specific characteristics. edman, robey, and bart (2002) selected a sample of 232 college and university students, mahiroglu (2007) studied a sample of 134 schools from turkish provinces, and yang and lin (2004) selected 1119 male senior high school students from military schools. the study sought to determine if these demographic elements isolated from others generate a disposition for cts by tests specially designed to identify disposition of critical reasoning, such as the minnesota test of critical thinking ii, a demographic information sheet, or a general survey mode. demographic studies have been carried out in the united states (edman, robey, & bart, 2002), taiwan (yang & lin, 2004), and turkey (mahiroglu, 2007). they found that demographic differences as gender, age, region, school, class, grades or parent’s education level are related significantly with ct disposition. critical thinking and cognitive aptitudes equally, researchers try to understand critical thinking skills and make hypotheses about internal structures that could generate the optimal conditions inside the brain to develop critical thinking skills. different instruments are used to measure participants’ thinking, for example, minute papers, online tests evidence of critical thinking vargas 31 no. 11 (july december 2015) no. 11 (july december 2015) or periodical questionnaires. stupnisky, renaud, daniels, haynes and perry (2008) focused on critical thinking disposition, perceived academic control, high school academic performance, and grade point average. ramasamy (2011), on the other hand, considered the age, discipline, program, grade point average, and number of reading hours of the participants. lapoint-o’brien (2013) analyzed understanding and reasoning. findings of these studies sustain only that disciplines, programs (humanities) and age directly influence results of cts tests positively. in fact, ramasamy (2011) concludes that age is an essential part of developing critical thinking. according to her, this is because age is related with maturity and only maturity helps making critical and complex judgments. evidence of critical thinking critical thinking skills are thinking abilities. as with other abstract concepts, they cannot be demonstrated in isolation, rather it is necessary to find them inside other processes. some researchers try to answer this last hypothesis and by searching for the best way to prove the existence of cts. these studies also use tests. however, it is more common to find observations, interviews or recording of classes to obtain data. it is not necessary to divide the group because variables belong inherently to the context. some studies in this area include shoemaker (2012), who argues that arts are the correct way to express ct. mizell and friedman (2012) suggest that ct is developed by students learning from primary sources. on the other hand, swartz (2004) looked for collaborative relationships and contextualized interaction. mcguire (2012) studied ct intervention during and after a specific ct semester course. the virginia adult education research network (2000) collects definitions made by students. these studies show how students’ spontaneous discussions in class reveal cts, such as comparison, judgment and evaluation of different situations. additionally, mizell and friedman (2012) concluded, based on their method, that videotaped classes could be used as a strategic opportunity to identify and to model ct in the students. assessing critical thinking which is the adequate method to assess ct? some studies analyze pedagogical processes and observe participants’ results. however, instead of focusing on people, researchers tend to center themselves on instruments. usually, studies apply tests at the beginning and end of observation exercises. in the exams, the most important elements are the form and the assessment evidence of critical thinking vargas 32 no. 11 (july december 2015) no. 11 (july december 2015) tool itself, not the pedagogical content. renaud and murray (2007) make a comparative study based on three pieces of research studies. in these experiments, they sought to find out if assessment could be accurate with higher order questioning inside trials. additionally, bissell and lemons (2006) identified whether questions are made considering topic and critical thinking skills. findings evaluating higher order questions show a positive impact because they give reference to teachers and students providing feedback, and remembering objectives of learning. however, to assess with higher order questions requires a long and continuous training for teachers and students. methodology research design in terms of qualitative research, this project intended to carry out an exploration of the use and development of critical thinking inside the classroom. it hoped to accomplish this through the analysis of behaviors, comments, perceptions and products of different classes. at the same time, it tried to infer how critical thinking is promoted and perceived by talking with teachers and students. this approach follows the parameters of qualitative research with ethnography and documentary components. after collecting the data, analysis was conducted via a triangulation process, proposed by cohen, manion, and morrison (2007), as a way to compare and synthesize information from different sources and make conclusions with more precision and quality of the academic elements studied. context the context for this study was a private school in bogotá, colombia. students at this school receive traditional education where values and academic responsibilities are very important. students’ families are low to middle-income and receive a scholarship from the school. this scholarship is preserved indefinitely if the students obtain the required grades. when students are in eighth grade, they receive education with special emphases, such as humanities, accounting and electricity. all the students receive core subjects in common, but parallel to this, they receive additional special subjects according to the emphasis they choose. accounting and electricity specialties at the end of high school receive a diploma from sena, the national system of vocational training. the humanities emphasis is focused on languages like english and french, and literature and social studies. because evidence of critical thinking vargas 33 no. 11 (july december 2015) no. 11 (july december 2015) each course from eighth grade on is divided into the specialties, these special subjects have 25 students maximum, fewer than in core subjects where there is an average of 40 students in a class. students are free to choose their area of emphasis. along with the smaller class size, this provides a positive and friendly environment inside the classroom. some classes in the humanities emphasis are conducted as seminars. usually, students choose their future career based on the area of emphasis developed in the school. all classes in the school use course books or guides developed by the teachers. these help instructors follow a similar pedagogical structure. each syllabus begins with a motivational class and ends with reinforcement and review classes. each subject is evaluated by specific activities previously agreed on with the students. because students’ scholarships depend on the grades they obtain, the majority of them maintain a high academic performance and disposition towards the classes. it is not common to have serious disciplinary problems in the school. participants participants in the study were fourteen to sixteen year old students from eighth grade. in the case of the humanities specialization, there were twenty-six students, all participants of the research. they went to four specific seminars directed by four different teachers, also participants of the study. three teachers have teaching certificates in their specific subject, but only have one or two years of experience after graduation. the social studies teacher is an exception, with four years of experience, and is studying a master’s in education as well. data collection instruments in the middle of the second semester, three qualitative instruments were applied to humanities students and teachers to obtain data in order to answer the research questions. classroom observation. this was used to analyze classroom realities in all the special subjects including social studies, literature, french and english. the method for classroom observation proposed was ethnographic and nonstructured observation in order to report the events of the classrooms and understand behavior and dialogues in context (cerda, 2008). four classes were audio recorded, transcribed and independently codified, one per each subject. it was hoped that the dialogues, relations, argumentation and class activities might reveal insights as to the use of critical thinking by both teachers and students. evidence of critical thinking vargas 34 no. 11 (july december 2015) no. 11 (july december 2015) document analysis. this analysis intended to identify written expression, arguments and other reflections in samples of student work such as class work, homework and tests from different subjects. it was hoped that these documents might speak to the degree of challenge in tasks, and the extent to which these activities demonstrated evidence of critical thinking. focus group. two focus groups were carried out: one session with students and another with teachers. as in the classroom observation, they were audio recorded, transcribed and independently codified. the objective of the students’ focus group was to explore their opinions about the humanities seminars through discussion, especially about aspects they might consider challenging or complex. it was hoped to possibly reveal students’ viewpoints of the subjects and to extract data about critical thinking practices identified in the observations. the teachers’ focus group had the aim of obtaining the point of view of the humanities teachers about their subjects. it was hoped to explore teachers’ attitudes and practices towards the development of critical thinking. data analysis and interpretation after collecting data with the different instruments, the triangulation and interpretation of data was made applying the principles of content analysis. codification was the first step to identify categories as evidence of critical thinking. the majority of categories were repetitive in the instruments. the common categories identified were argumentation, absent analysis, contextualization, contradictory indication, encouraging, exemplification, inference, lack of understanding, passion, questioning, students’ argumentation, student’s creations and teacher’ contextualization. later, a matrix was created as an instrument of analysis to count and identify core categories where the other categories seem to be repeatedly and closely related (strauss, as cited in cohen, et al., 2007). later, the frequency of codes allowed the researcher to deduce which areas are more important or significant. finally, conclusions were drawn based on relating findings and identifying common patterns between categories and to the theoretical framework (cohen, et al. 2007). results the results of the data collection, analysis and interpretation demonstrate clear evidence in all humanities classes of critical thinking in both teachers’ and students’ work. the results were divided into categories: argumentation, analysis and motivation, which were all determined as showing evidence of critical thinking (beyer, 1990). all categories are explained from teachers’ and students’ perspectives. evidence of critical thinking vargas 35 no. 11 (july december 2015) no. 11 (july december 2015) argumentation argumentation is the ability to create structured thinking through different statements to prove or demonstrate something. it is an important element to explain a topic or illustrate a point of view. it is also a required skill to debate with others, and creates a personal perspective (beyer, 1990). these skills of argumentation were present in different levels through the study, as discussed below. in only one case, in the language class, argumentation was not present in teachers’ speech; it was, however, evident in students’ speech. teachers’ argumentation. examples of teachers’ argumentation can be found in the course guides, which are like course books to study, review, practice content, and follow the learning process during the unit. teachers decide which content and activities will be developed, and they choose the sources to explain, illustrate and work with course content. the course guides are an institutional practice and are mandatory for all subjects. they are compilations, however, in which some parts were made originally by other teachers. arguments were more common in the course guides for social studies and literature than in english and french. oral argumentation was present in the focus group and in classroom observations. in the focus group, teachers explained their own method, objectives and feelings about the classes with clear reasons, and examples based on their experiences from the classroom. in classroom observations, some teachers made argumentation with their speech, adding examples and clarifications, persuading students about new meanings, contextualizing a reading and amplifying students’ sentences to create an argument. conversely, the only class observed that did not reflect teachers’ argumentation was the english class, which contained simple indications, such as “i want you to pay attention, be active,” or “please be quiet.” clarifications, however, were common in the class, even though they did not build complex reasoning by the teacher, just comments about students’ work. e.g. “improve your pronunciation, you have to improve.” students’ argumentation. argumentation was observable in the students’ focus group, where the students had the opportunity to defend their point of view about their classmates, teachers and subjects. most students in the focus group did this without effort, with common words and in a natural way. students’ use of arguments did not seem to be related to their academic performance. the only student who created arguments or coherent ideas to support his ideas in the english work was the average student. however, students with all levels of academic achievement demonstrated argumentation evidence of critical thinking vargas 36 no. 11 (july december 2015) no. 11 (july december 2015) in their work in the french and literature courses. in the case of social studies, the only student who evidenced argumentation in the written work was the student with higher performance. it is possible that students’ argumentation is related with defending a point of view or explaining a topic in specific tasks. however, this was only evidenced in some subjects. paradoxically, it was possible to observe that, at least in the classroom observations, when teachers do not create arguments in class, then students may seize the opportunity to do so. in fact, students were seen using argumentation during oral presentations in the english class. they even carried out this argumentation in the absence of such discourse on the part of the teacher. in this case, students explained and argued about the subcultures they were asked to present to the class. on the other hand, almost none of the students argued when teachers led the class. in some classes, teachers did not provide students time to do arguments orally. still, students’ argumentation was promoted in all the course guides analyzed, in the form of exercises designed by teachers, for example, creating an infograph in social studies, writing a story in literature, a letter in french, or an opinion paper in english. analysis analysis is a critical thinking skill related with critical judgment and point of view, to examine a topic with different elements and perspectives (beyer, 1990). similarly to argumentation, analysis was found present during the study, by both teachers and students. however, even when teachers failed to promote critical judgment, it was possible to observe students using it. teachers promoting analysis. teachers develop this critical thinking skill when they apply different pedagogic actions to relate content and real life; for example, the social studies teacher clarified concepts during class, and designed an analysis workshop on race discrimination in which students had to describe news, identify actors and actions, causes and how to solve conflicts. this teacher is conscious of his role as an analytical promoter when he said in the focus group, “we have to look facts and human actions without judgment and it is avoiding prejudgments and it is trying to generate other points of view.”3 the literature teacher promoted analysis by contextualization by relating content with student’ lives as well as his own life in order to engage them. 3 nosotros tenemos que mirar los hechos y las acciones humanas, sin juzgarlas, evitando los prejuicios, y tratando de generar otros puntos de vista. (teachers’ focus group) evidence of critical thinking vargas 37 no. 11 (july december 2015) no. 11 (july december 2015) “we live in an image world. there are movies that changed my life.”4 the teacher also assigned sensitivity exercises as homework in which he invited the students to act like the characters of stories. he defined his class as an experiment of trial and error, where students can make mistakes to learn and build original deductions. on the other hand, the french teacher developed her class by questioning. in this way, she promoted analysis of oral presentations and workshops on reading comprehension. she promoted analysis of mistakes through questions and arguments. she said, “i try to make them conscious of their mistakes. they provide feedback to each other. i didn’t say: ‘this, in this way.’ i change the sentence or situation, and they analyze it to identify their mistake.”5 in contrast, the english teacher tended to ask only simple questions related with grammar, pronunciation and class organization, so analysis was only related with simple problems like: “do you have more information or that’s all? do we have volunteers?” finally, the course books from the english and french classes included analytical exercises to improve vocabulary skills. these types of excercises are not common in other subjects. student analysis. students were analytical when they were encouraged to evaluate news, points of view, life styles, social problems and literature in class. however, in the classes observed, even when teachers did not promote analysis, students did it independently, in a similar fashion as with argumentation. one student debated about cosplay and motivated other students to participate. another one explained the otaku subculture and then led a discussion about it. additionally, students inferred from the teacher’s arguments and answered his questions. for example, in the observation of the social studies class, the teacher promoted analysis by questions and explanations and related the concept under discussion with others seen before. in other subjects students’ analysis was more evident in the worksheets than orally. in literature, students were asked to write an essay about anime and relate it to social conflicts. by comparison, in the social studies class, students were asked to analyze racial discrimination in the news. this exercise allowed students to infer and contextualize. 4 estamos en mundo de imágenes. hay películas que me cambiaron la vida (literature classroom observation) 5 yo hago que ellos se den cuenta que están cayendo en el error, cuando hago las correcciones, y ellos son los que se hacen las correcciones ellos mismos, o sea yo nunca tengo que corregir: “no esto es así, se dice así”. sino que lo llevo a otro lado para que ellos caigan en cuenta de cuál es su error. (teachers’ focus group) evidence of critical thinking vargas 38 no. 11 (july december 2015) no. 11 (july december 2015) students specializing in humanities evaluated their own process and recognize the analytical skills related with each subject. “i love humanities for languages and social studies. i begin to have criteria and rationalize more about everything with them. then, i’m going to be someone who matters.”6 motivation motivation is a critical thinking skill related with disposition, interest and a safe environment in the classroom. it is a group of reasons or causes to learn a specific subject, and can be expressed by gestures, postures and words (beyer, 1990). motivation is related with critical thinking because it is a requirement to learn and demonstrate academic skills. this element was evident through students’ actions, even when in some cases feedback or motivation was not provided by teachers. however, teachers’ actions, such as lack of encouragement or disapproval, interrupting or ignoring students, had a negative impact on students’ participation in class. teachers promoting motivation. if students experience novelty in their learning process by activities and topics, then they have a proper environment to develop critical thinking skills. this safe environment allows them to connect content and life experiences, and engages students with the dynamics of the class. teachers obtain this goal when they create meaningful experiences through creativity and appropriate relationships during explanations, exercises and evaluation activities. actually, students related the social studies and literature classes with learning and novelty. “it is more about research and we learn more about culture.”7 “i like literature because there we start to reflect about things i never had done before or had not considered important.”8 they feel motivated with innovation and different activities. in fact, the course book for social studies includes new learning strategies like infographs. the teacher expressed concern about generating motivation in the students, and when he described an ideal group, he described how he tries to motivate his class: “the ideal group is not related with exceptional skills but with motivation to learn about 6 a mí me gusto mucho estar en humanas, por los idiomas, como dije. y por sociales, porque empieza uno a tener más criterio y razonar más sobre las cosas. entonces, uno como que ya va a ser una persona que sí importa. (students’ focus group) 7 es como más investigativa y uno aprenda más como de cultura (students’ focus group) 8 me gusta literatura porque ahí digamos que uno empieza a reflexionar sobre cosas que uno no sabía, lo hace pensar en cosas que uno nunca pensaría que en realidad son importantes. (students’ focus group) evidence of critical thinking vargas 39 no. 11 (july december 2015) no. 11 (july december 2015) humanities.”9 “i always teach them with examples to project themselves more than just class work.”10 direct motivation to participate in class activities could be a good strategy to promote motivation for learning. positive reinforcement and expressions of encouragement were observed during the french class, such as, “we are going to sing together (a song created by students), and does not matter if sound bad or funny. we are going to try.”11 feedback and motivation. related to motivation, another important opportunity to develop and promote critical thinking is through assessment. when students are evaluated with clear criteria and they receive feedback on their work, they know how to progress and move on. one student said these assessment elements are absent in social studies. “sometimes i make a lot of effort making my duties but teacher puts a low grade, and other times i make my homework in a simple way and the teachers put a high grade. i do not think this is correct.”12 however, it is necessary to explore further to identify if this is an isolated experience or a characteristic of the class. students’ motivation. students showed motivation according to particular dynamics in each subject. in general, students were punctual and responsible in all classes. they asked about topics and activities in social studies during the classroom observation; they brought their homework and research material to class, and worked on the assigned activities. in this particular subject, it was interesting to note that it was not necessary to discipline students to work because the majority of the class did it. similarly, students created more material than required by the teacher in both the english and french classes. they explained that activities in which research was required and that were related with other topics were more enjoyable. “i love to record street interviews. we learn from other, we 9 sí, yo creo que el grupo ideal va como en el sentido de lo que decía e., no necesariamente en el sentido de que tengan grandes habilidades académicas, pero sí que tengan el interés por conocer las humanidades. (teachers’ focus group) 10 siempre les traigo a la clase como ejemplos para que ellos puedan proyectarse un poquito más afuera y no se queden solo en el ejercicio de hacer un trabajo. (teachers’ focus group) 11 démosle todo. no nos vamos a reír. va a sonar chistoso, pero vamos a cantar todos. (french classroom observation) 12 yo me siento bien en humanas, pero lo único que no me gusta es que en sociales, que digamos uno se esfuerza harto haciendo los trabajos. por ejemplo, a mí me ha pasado, y a l. que digamos en el infograma a él le pusieron 3.7. uno se esfuerza harto en los trabajos y el profesor coloca una nota, y me ha pasado que yo lo hago así porque sí y me coloca un 4.0 o un 4.3. no me parece que sea así. (students’ focus group) evidence of critical thinking vargas 40 no. 11 (july december 2015) no. 11 (july december 2015) learn investigating.”13 activities included composing a song to explain parts and elements of the house, creating a matching game, or making a video or audio interview. others brought toys or buttons to argue their presentations, and some of them came dressed like the urban tribe they were presenting. students expressed joy when it was their turn to present: “let’s do it”, “yeah, it is our turn to sell,”14 and it is common to hear merriment between the activities. however, these motivational signs were not recognized by teachers during any classroom observation or focus group. towards the literature class, on the contrary, students were divided in terms of their motivation. some students showed that they were engaged with the topic and encouraged by activities because they had a good posture and were working in the class, but some others showed signs of disapproval like “again the same” or postures of laziness such as lying down on the desk during class. these postures were evident during classroom observations. in general, students expressed that they feel the humanities specialized training is the best in the school. when asked which activities prefer, they described activities like debates, essays, games, multimedia activities, and oral presentations. conclusions clear evidence of learning through critical thinking skills such as argumentation, analysis and motivation were found in this research project in students and teachers’ work. teachers’ argumentation via oral explanations and written texts and course books was found in all subjects. teachers developed analysis with images, videos, questions and other exercises. they also promoted analysis when they invited students out to participate in classroom activities and when they designated homework with research and relationship elements. students answered this encouragement, but they also demonstrated their own internal motivation by creating more than required by teachers. they applied additional tools such as songs, games, videos and costumes in oral explanations. when encouraged to be analytical, students demonstrated this skill, as when they practiced critical judgment through assessment of their process and teachers’ work in the focus group. however, it is most notable that students were observed carrying out analysis and promoting their classmates 13 nosotros nos gusta por ejemplo las entrevistas a otras personas de la calle o cosas así. a parte que aprendemos de los demás, aprendemos diferentes cosas de los demás, nos gusta investigar, nos gusta esas vainas: entrevistas, todo eso, el video o audio. (students’ focus group) 14 ¡a vender! ¡sí!, somos nosotros. (french classroom observation) evidence of critical thinking vargas 41 no. 11 (july december 2015) no. 11 (july december 2015) to do so even when they were not persuaded by their teachers. students were interested in complex activities because they worked autonomously, and considered these opportunities for learning through investigation. as such, the research questions in this study were answered. teachers applied and promoted critical thinking skills with different strategies as hypothesized. however, students performed beyond expected. they demonstrated critical thinking skills with or without teachers’ encouragement. further, they are not overwhelmed but rather motivated by complex tasks. as mentioned in the literature review, there are studies about how to improve critical thinking, but just a few focus on evidence of critical thinking inside the classroom. this study sought to fill this research need. as with other investigations, this study was based on observation and did not divide the research group or modify it because variables belong inherently to the context. however, there are some limitations to this study. some teachers were not willing to provide sample papers or agree to meetings. more french language skill on the part of the researcher was necessary to analyze the french data with more precision, and more time was needed to apply the same instruments more frequently, or different instruments to deepen the data. nevertheless, it was possible to identify similarities between this study and others of the same type. students expressed critical thinking and felt motivated by activities promoting artistic development like songs, or interaction task like debates. these findings concur with shoemaker (2012) and swartz (2004), who argue that arts and collaborative relationships are proper instruments to reflect critical thinking skills, arts demonstrating metaphorical connections and teamwork, promoting complexity, flexibility and self-reflection. finally, this research project opens many possibilities to continue exploring cts. it could be useful for the school to explore these skills in the other departments, follow the process of the same group of students next year, or analyze other groups from humanities classrooms to assess, promote and apply cts in the classroom. other possibilities could be to analyze motivation and feedback, to research independently each cts, or to explore other hots such as creative thinking or metacognition to establish action plans and prepare students to be more competent than competitive in their academic purposes. evidence of critical thinking vargas 42 no. 11 (july december 2015) no. 11 (july december 2015) references american philosophical association (1990). critical thinking: a statement of expert consensus for purposes of educational assessment and instruction. fullerton: facione, p. bensley, a., crowe, d. s., & bernhardt, p. 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(2004). developing higher-order thinking through an intercultural assignment. college teaching, 52(3), 113-120. hayes, k. d., & devitt, a. a. (2008). classroom discussions with student – led feedback: a useful activity to enhance development of critical thinking skills. journal of food science education, 7, 65-68. evidence of critical thinking vargas 43 no. 11 (july december 2015) no. 11 (july december 2015) hepner, m. r. (2012). evaluating the critical thinking skills and academic characteristics of undergraduate students at two post-secondary institutions utilizing two different curriculum models (doctoral dissertation). retrieved from proquest digital dissertations. (umi 3548467) hove, g. (2011). developing critical thinking skills in the high school english classroom (unpublished master´s dissertation). university of wisconsinstout. http://www.ascd.org/publications/educational-leadership.aspx king, f. j., goodson, l., & rohani, f. (2009). higher order thinking skills: definition, teaching strategies and assessment. tallahassee, fl: educational services program. lapoint-o’brien. (2013). action research: the development of critical thinking skills. retrieved from eric. (ed540359) lewis, a., & smith, d. (1993). defining higher order thinking skills. theory into practice, 32(3), 131-137 mahiroglu, a. (2007). teachers’ opinions on students’ higher order thinking skills: international educational technology (ietc) conference. nicosia, turkish: republic of northern cyprus, may 3-5. retrieved from eric. (ed500248) mcguire, l. (2010). improving student critical thinking and perceptions of critical thinking through direct instruction in rhetorical analysis. (doctoral dissertation). retrieved from proquest digital dissertations. (umi 3408479) miri, b., david, b. c., & uri, z. 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(2007). the validity of higher-order questions as a process indicator of educational quality. research in higher education, 48(3), may, 319-351. evidence of critical thinking vargas 44 no. 11 (july december 2015) no. 11 (july december 2015) shoemaker, t. (2012). using art to assess reading comprehension and critical thinking in adolescents. journal of adolescent & adult literacy, 55(8), may, 692-703. stupnisky, r. h., renaud, r.d., daniels, l.m., haynes, t. l., & perry, r. p. (2008). the interrelation of first-year college student´s critical thinking disposition, perceived academic control, and academic achievement. research in higher education, 49, 513-530. swartz, e. (2004). casing the self: a study of pedagogy and critical thinking. teacher development, 8(1), 45-66. virginia adult education research network. (2000). thinking about students’ thinking. practitioner research briefs, 1999-2000 report series. charlottesville, virginia: guthrie. barbara. retrieved from eric. (ed445244) yang, s. c., & lin, w. c. (2004). the relationship among creative, critical thinking and thinking styles in taiwan high school students. journal of instructional psychology, 31(1), 33-45. author * david vargas alfonso holds a specialization in bilingual education from the institución universitaria colombo americana, única, and a ba in theology from unicervantina. he has published theological research articles in the revista agustiniana and is currently teaching philosophy and research in a private school in bogotá, colombia. evidence of critical thinking 103 no. 11 (july december 2015) no. 11 (july december 2015) gist education and learning research journal. issn 1692-5777. no. 11, (july december) 2015. pp. 103-117. transformation: a model for restructuring the preparation of english teachers in ecuador1 un modelo para reestructurar la formación de profesores de inglés en ecuador m. elisabeth serrano, cristina g. vizcaíno, daniel cazco and natalie a. kuhlman2* universidad laica vicente rocafuerte de guayaquil, universidad del pacífico, guayaquil and quito, ecuador, san diego state university, usa abstract as english has become the language of business, the economy and social media around the world, it is more and more necessary to start teaching english in schools. countries such as ecuador have seen the immediate need to review how they prepare teachers of english to meet this new demand. this article shares a reflection on the process of moving from an autonomous university preparation program to a unified approach based on international standards for teachers of english in ecuador. this transformation is discussed from four perspectives: the us embassy in quito that organized the effort; the facilitator who guided the process; the universities that train english teachers and whose programs were to be revised; and the language institutes that provide intensive english instruction to all university students. these last two points of view are provided by two academics that have been part of the group that collaborated in the creation of the proposal. the end result is a new curriculum based on international efl/esl teacher standards and, most importantly, created through collaboration among different entities that had not previously worked together. keywords: standards, collaborative educational programs, curricular change, standards-based curriculum, collaborative work. 1 received: july 15, 2015 / accepted: october 16, 2015 2 melisega@yahoo.com / cris_viz@hotmail.com / danielcazcom@hotmail.com / nkuhlman@ mail.sdsu.edu r efl ec tiv e a rt ic le s 104 no. 11 (july december 2015) no. 11 (july december 2015) resumen ya que el inglés se ha convertido en el lenguaje de los negocios, la economía y los medios de comunicación social en el mundo, es cada vez más necesario enseñar inglés en las escuelas y colegios. países como ecuador han visto la necesidad de revisar la forma en que preparan sus maestros de inglés para satisfacer esta nueva demanda. en este artículo se reflexiona sobre el proceso de pasar de programas individuales de cada universidad a un programa unificado basado en estándares internacionales para la enseñanza de inglés. este cambio se lo analiza desde cuatro perspectivas diferentes: la de la embajada de los estados unidos en quito que organizó este esfuerzo, la de la especialista que guio el proceso; la de las universidades que preparan profesores de inglés y cuyos programas debían ser revisados y la de los institutos universitarios que dan clases intensivas de inglés a toda la comunidad universitaria. estos dos últimos puntos de vista son proporcionados por dos académicos que colaboraron en el proceso de construcción de la propuesta. el producto final es un nuevo plan de estudios basado en estándares internacionales de efl/esl resultado del trabajo colaborativo entre diferentes entidades que no habían trabajado juntos previamente. palabras clave: estándares, programas educativos colaborativos, cambio curricular, programa de estudios basado en estándares, trabajo colaborativo. resumo já que o inglês se converteu na linguagem dos negócios, a economia e os meios de comunicação social no mundo é cada vez mais necessário ensinar inglês nas escolas e colégios. países como o equador tem visto a necessidade imediata de revisar a forma em que preparam seus professores de inglês para satisfazer esta nova demanda. este artigo dá a conhecer uma reflexão sobre o processo de passar de programas individuais de cada universidade a um programa unificado baseado em padrões internacionais para o ensino de inglês. esta mudança se analisou desde quatro perspectivas diferentes: a da embaixada dos estados unidos em quito, a qual organizou este esforço; a da especialista que guiou o processo; a das universidades que preparam professores de inglês e cujos programas deviam ser revisados e a dos institutos universitários que oferecem aulas intensivas de inglês a toda a comunidade universitária. estes dois últimos pontos de vista foram emitidos por dois acadêmicos que fizeram parte do grupo que colaborou no processo de construção da proposta. o produto final é um novo plano de estudos baseado em padrões internacionais de efl/esl resultado do trabalho colaborativo entre diferentes entidades que não tinham trabalhado juntos previamente. palavras chave: padrões, programas educativos colaborativos, mudança curricular, currículos baseado em padrões, trabalho colaborativo. transformation: a model for restructuring serrano, vizcaíno, cazco & kuhlman 105 no. 11 (july december 2015) no. 11 (july december 2015) introduction the teaching of english around the world has inspired the creation of new models for preparing those who will teach english in the public schools (burns & richards, 2012; burns, 2005). in ecuador, until recently, universities were both independent and autonomous in how they prepared their teachers, but that has changed. from 2011-2015 teacher educators from across the country have come together as unlikely collaborators to create a new international standards-based (tesol, 2010) curriculum. through the sponsorship and guidance of the u.s. embassy in quito and several of the educational agencies in ecuador, this model represents a mind-set change that may result in more effective english teachers capable of increasing the language proficiency of their students. the rationale for a standards-based model comes from many sources (e.g. burke, 2012; darling-hammond, 1997; genesee & harper, 2010; kuhlman, 2010; kuhlman & kneževic, 2013; staehr fenner & kuhlman, 2013). in education, standards are generally defined as benchmarks for accountability (o’malley & valdez pierce, 1996) or goals that students (or teachers) will attain. standards call for consistency in what is expected from both students and teachers, and various assessment measurements are developed to determine if standards are being met. darling-hammond (1997) suggests that unless we move toward keeping more consistent goals rather than always making exceptions to the goals, our educational reforms “will surely evaporate in a very short time, long before good schooling spreads to the communities where it is currently most notable by its absence” (p. 211). standards are a way to provide the stability and consistency, darling-hammond advocates. four perspectives on this process of standards and curriculum development are presented in this article. first, the representative from the u.s. embassy reflects on how the project started and the role of the embassy. the esl specialist brought by the u.s. embassy to assist in the project reflects on her role as facilitator. from one of the participating universities, the previous coordinator of the english teacher preparation program reflects on why the project was needed, and how the experience changed the perception of autonomy by the universities. finally, a coordinator from one of the university language institutes (which provide foreign language courses for all its university students) reflects on the changing role of university language institutes, and how collaboration rather than autonomy has changed their purpose. transformation: a model for restructuring serrano, vizcaíno, cazco & kuhlman 106 no. 11 (july december 2015) no. 11 (july december 2015) transformation: a model for restructuring serrano, vizcaíno, cazco & kuhlman from the u.s. embassy perspective in 2011, while performing duties as the cultural specialist for the u.s. embassy in quito, i was asked to increase the portfolio of english language education programs. the emphasis was to look into ways in which the u.s. government could assist the efforts of the ecuadorian government concerning english language learning in public schools. until then, the english language programs portfolio had been reduced and limited to providing specialists to participate in english language conferences, a few professional development scholarships for ecuadorian teachers, and a few english language-learning scholarships for low-income public school students. the first steps were to find out the needs of the ecuadorian government and the resources available from the embassy, the regional english language office and the bureau of education of the u.s. state department. my research showed that the needs surpassed by far any of the programs, tools, and resources available from the u.s. government. the ecuadorian government was looking for ways to bring 7,000 quality english language teachers from abroad to teach in ecuadorian public schools while training new ecuadorian teachers to take their place in a few years. these teachers would be teaching high school students to comply with the ecuadorian government mandate that all ecuadorian high school students graduate with a proficiency level of english equivalent to b1 in the common european framework (2010) (low intermediate). this goal seemed too ambitious even to try to attempt, not to mention the economic resources it would have demanded. nevertheless, shortly after the meeting where the needs were expressed by the ministry of education (moe), the ecuadorian government announced and actually devoted enough money in an attempt to accomplish the initial task of bringing well trained english teachers to ecuador. unfortunately, the project was not directed to the area of concern but to university level teachers. the program is still known as prometheus. it is not focused on english language teaching or learning, however, rather on recruiting phd’s in every area of knowledge into ecuadorian academia in order to increase the quality of university instruction. shortly after the ministry of education’s (moe) request for help, relations between the u.s. and ecuador were disrupted due to the “wikileaks” of a cable the u.s. ambassador sent to a colleague that was critical of ecuador’s political climate. the result was for the ecuadorian government to request the immediate removal of the u.s. ambassador. this meant an obvious rupture in official relations between the two countries. as a result, english language education became more important than ever before for the u.s. embassy. this was seen as the only area where cooperation with the u.s. would be accepted 107 no. 11 (july december 2015) no. 11 (july december 2015) by the ecuadorian government and was a means to maintain dialogue with government authorities. nevertheless, the magnitude of the challenge required a creative and possibly long-term solution to the needs identified prior to the political rupture. considering the resources available, there was a proposal to offer the ministry of education (moe) of ecuador a specialist that could help assess the actual needs they had in english language education. the intent was that the specialist would guide the moe to a strategy that could lead them to a more effective and efficient professional development program, with the ultimate goal of raising the level of english proficiency of ecuadorian students. the moe desired that the strategy include international english teaching/learning standards (e.g. tesol, 2010) that could help bring students to the desired level of fluency by the end of high school. for this reason, the english language programs office of the u.s. state department provided an esl specialist to work with moe, with prior experience in various countries, and specifically, having developed a similar project in uruguay (kuhlman, 2010). this collaboration re-established a fruitful dialogue between the u.s. and ecuadorian governments that later on helped to normalize their bilateral relations. the specialist’s work with the moe over a six-month period demonstrated that it would not be enough simply to create standards for existing teachers. a long-term solution was necessary to address the lack of well-prepared teachers. consequently, the u.s. embassy-quito submitted a request for her to return, this time to address the source of the problem that the ecuadorian moe faced, specifically that english teachers graduating from ecuadorian universities were generally unprepared. this was the first step to a four-year project that resulted in the production of a universal curriculum for english language teaching majors in ecuador. this became a collaborative project in which 32 universities initially signed on to participate, and 17 actually presented the proposal to the education authorities in charge of its validation, evaluation, and adoption. when i submitted the proposal to the u.s. embassy-quito for consideration, i did not anticipate it would become almost a full-time job to lead the participating universities, coach the participants, lobby with the university authorities, and mediate with the government institutions. time was devoted to having the large and always changing number of participants agree to collaborate for the greater good, to obtaining the economic resources from the embassy and the participating universities, and maintaining hours of discussions with participants and the specialist. nevertheless, all the work paid off when the proposal was officially introduced to the ministry of education transformation: a model for restructuring serrano, vizcaíno, cazco & kuhlman 108 no. 11 (july december 2015) no. 11 (july december 2015) transformation: a model for restructuring serrano, vizcaíno, cazco & kuhlman to all the participating universities, government education entities, and general public on january 30, 2015. this huge collaborative project is an example that with devotion and patience, agreements can be reached. the process, however, was never free of difficulties. the biggest were created by the continuous changes in higher education regulations announced by the higher education council (ces), a newly created board that did not demonstrate a strong understanding of the needs and specifications of learning of a second language by both educators and learners. beyond this obstacle, which in my opinion was the most critical one, were those created by the uncertainty and fear of change that most of the participating academics exhibited while the process was carried out. this was an exercise in patience for both the specialist and myself. i also had to continuously seek support from government institutions. despite all these and other minor challenges, i strongly believe that this process was educational beyond its final objective. it helped people understand that academic work is a mandatory contribution, a right, and a need. it helped institutions to agree and collaborate to obtain mutual benefits and to contribute to society at large. it created a collaboration model that was unknown in ecuador before the group started to work together, which is now considered as a model for other academic areas that are currently collaborating under similar conditions and for similar purposes. based on the above, i can say that the experience was highly beneficial for all of those who participated directly or indirectly. unfortunately, the anticipated results were not as foreseen. due to the continuous process of change in the regulations pertaining to education from the higher education council, the proposal was not accepted in full. nevertheless, the contents of the work are widely used by both the universities that worked on it as well as others who did not have an interest in creating an english language teaching major. therefore, we can say that the impact of the project was greater than expected. results of the implementation of the project are yet to be measured and evaluated. my recommendation before i left the position of cultural specialist at the u.s. embassyquito was to bring in the specialist at least two more times to evaluate the actual impact of implementing the proposed curriculum and to see its effectiveness or what areas might need to be modified in order to validate the project further. complementary projects should also be carried out. the most important include professional development for those who will prepare the new english teachers under this plan, and for in-service teachers in order for them to reach a high level of english language proficiency and be able to use current methodologies. 109 no. 11 (july december 2015) no. 11 (july december 2015) from the facilitator’s perspective in april, 2011, i was invited as an esl specialist by the u.s. state department to work with the ministry of education (moe) in quito in developing standards for in-service english teachers. at the same time, the universities were asked to revise their curriculum so that students could transfer to other universities without losing credits. my original expectation was to help create standards for in-service teachers. we accomplished that within six months, using an adaptation of the tesol p-12 esl teacher standards (tesol, 2010). these were adopted and published on the moe website (moe, 2011). i never expected the project to become a national one, expanded to all universities that prepare english teachers or that it would be a four-year project, but that is what happened. as english has become the lingua franca around the world (burns, 2005), the social and economic reasons for ecuadorians to learn english have increased substantially. at the same time, the majority of english teachers in ecuador have neither the language proficiency nor the methodologies to teach english effectively in the schools. further, before recent reforms in government regulations, universities were autonomous in their teacher preparation programs. change was needed, and a standards and researchedbased approach was required by the authorities. all the universities that originally participated agreed that a common curriculum was overdue. there needed to be consistency so that students graduating from any university in ecuador would have the same competencies. by doing this, there was a better possibility that the english taught in the schools would improve. the first meetings that were held with the universities were in december, 2011. they were in the form of five-day retreats, fully sponsored by the u.s. embassy-quito under the guidance of the cultural specialist. half of the universities met in the north in ibarra, and half in the south, in cuenca. at these initial meetings, i introduced the entire concept of standards (benchmarks to be achieved), which was new to most of the participants, and i also shared the adopted ecuadorian ministry of education in-service teacher standards. perhaps one-third of those present were from the language institutes at their universities, not from teacher education programs, and even the concept of teacher preparation was new to them. as we progressed during the week, the group began to understand the complexity of the problems that they faced in changing how english teachers were prepared in ecuador. what followed was four years of meetings in which university representatives created a complete curriculum, with standards aligned to courses aligned to an exit-portfolio. while the university participants did the majority of the work, as the facilitator, i oversaw the project, made suggestions, provided feedback on the overall plan, kept the groups on track, and edited the documents. the new transformation: a model for restructuring serrano, vizcaíno, cazco & kuhlman 110 no. 11 (july december 2015) no. 11 (july december 2015) transformation: a model for restructuring serrano, vizcaíno, cazco & kuhlman standards-based curriculum that was created would never have happened, though, if there had not been substantial collaboration. as the facilitator for the project, i have seen collaboration in various forms, but each one is unique. similar to uruguay (kuhlman, 2010), the project in ecuador involved a large number of participants. however, while some key people remained throughout the four-year process, many participants changed, and so the act of creating collaboration had to be continually revisited. further, while some participants came with an attitude of compromise, others had their own agendas and were firm about what they thought the new curriculum should include. agreement regarding the standards, however, was easily attained since the group found that those already adopted by the moe could apply to both in-service and preservice teachers. several things have changed as a result of the project, and yet some remain the same. a new curriculum, with syllabi, assessments, a final portfolio, and timeline by semester are complete and ready to be used. intensive english has been included in the curriculum to ensure the language proficiency of the new teachers. previously, some universities had no requirements for language proficiency, and others had very high requirements. now they would be all the same. the possibilities for a major change are there, and the authorities, while not mandating the new curriculum, have agreed that universities can implement it if they choose. one of the major changes that has occurred, though, was having teacher educators from universities from all over ecuador talk to each other, share their perspectives and create the new curriculum. the resulting product has the possibility to change significantly how teachers are prepared in ecuador. the question is whether it will actually be implemented, and whether there will be sufficient professional development for the instructors in the program for real change to occur. as a result of this project, i see many new teachers being better prepared to teach english. however, without the support of the educational authorities, both nationally and at the universities, this will not happen. the u.s. embassyquito has been instrumental in providing needed support, not just to bring me as the facilitator over the four years, but also in organizing, pushing and encouraging all the participants. it is hoped that the u.s. embassy will continue to provide this support. for me personally, this has been an amazing experience. in 2011, there were some 30 universities that were autonomous, preparing teachers however they felt was right, and language institutes teaching university students english without special attention to those who would become teachers. four years later, we have a core group of 17 universities who have agreed on this new way of preparing teachers, integrating the teaching of english with preparing teachers to teach english. 111 no. 11 (july december 2015) no. 11 (july december 2015) from the university perspective out of my 34 years as a university professor, i have been a member of the teaching staff of the school of languages at the universidad laica vicente rocafuerte (ulvr) in guayaquil, ecuador for 27 years. i have also had the opportunity of serving as the assistant director from 1992 to 2007 and as director from april 2011 to july 2014. it was while i was in charge of directing the school that i participated in the project started by the u.s. embassy to bring together the directors from the institutions that train english teachers to analyze the possibility of creating a universal curriculum for the preparation of english teachers at the universities in ecuador. the first meeting was held in december, 2011 in cuenca (a second group met in ibarra a week after). it turned out to be a highly beneficial gathering for those of us who attended. it was the first time we talked about international standards for the teaching of english and the preparation of teachers, something most of the participants were not aware of. unfortunately, i must say, up to that moment there were no specific regulations as to how to run a teacher preparation program in university departments of languages. the school of languages at ulvr offered english as a major for the first time in 1979. the outstanding characteristic was that all the subjects during the four years of study were to be taught in english. as one of the former students, i had the opportunity to experience the benefits of attending a full english program. most of the students reached an advanced intermediate level after finishing the first two years of studies. in the third year, the students began to study subjects such as linguistics and pedagogy, all of them related to their future profession: to be english teachers. a thesis and oral defense were also required for graduation, and both had to be completed in english. there has always been a high demand from primary and secondary schools in guayaquil to hire the graduates from ulvr. most of these institutions send their requests while the students are still in the classroom, thus assuring them a teaching position as soon as they graduate. the story of the school of languages at ulvr is a story that was only shared by a few other schools in the country. most of the university programs were half in spanish, half in english, perhaps because it was difficult for them to find and hire teachers to teach subjects in english. the result was low english proficiency in their graduates. the attraction of this new project for me was that it might nationalize what ulvr had been doing for the past 30 years. however, even though some of the universities thought they were preparing english teachers “the right way,” none of the programs, including ulvr’s, were aligned with international standards or the fluency levels stated in the common european framework of reference (council of europe, 2011). transformation: a model for restructuring serrano, vizcaíno, cazco & kuhlman 112 no. 11 (july december 2015) no. 11 (july december 2015) transformation: a model for restructuring serrano, vizcaíno, cazco & kuhlman this background is useful to try to explain the importance of the meetings at cuenca and ibarra. leaders of the different english teacher preparation programs were sitting together at the table talking about international standards for the first time. we were aligning the standards with the ecuadorian reality and accepting the challenge and the commitment to work as a whole in favor of english language teaching and the preparation of effective professionals in the field. how do you train teachers if the challenges they will be facing are not known? as a preamble of future decision-making, it was necessary first to learn about the new changes in english language programs instituted by the ecuadorian ministry of education. that first meeting was not only about learning about standards. for the first time, it was an opportunity for the participants to learn about each other’s programs, as participants made presentations about the programs they ran. we became involved in analyzing and discussing how the various programs did or did not fit ecuadorian needs. six months later, a second meeting was held in quito. at that meeting, another reality was faced. most of the universities, if not all, run two different english programs. english as a major, whose purpose is to prepare future teachers of english, and english as a requirement for graduation in any field. this finding caused somewhat of a setback as it was difficult for participants to understand that these were indeed two different programs. finally, two groups were formed: those who prepared teachers and those who taught english in the language institutes. both would be teaching english to university students but for different purposes. with the teaching roles well defined, a third meeting was called. this time university representatives met in guayaquil, a city on the coast of ecuador. it seemed more inclusive to meet in different places. the main agenda for the meeting in guayaquil was to do a first draft of a common study plan for the preparation of english teachers. this was the hardest task yet. it was common for participants from the different universities to defend the programs they had implemented for years rather than seek compromise in order to draft a common preparation program for all institutions. essentially, there were two agendas: those who favored pedagogy as a basis for preparation programs, and those who favored linguistics. this debate was quite serious, but the prompt intervention of the facilitator, dr. kuhlman, brought us back together. it was difficult for many universities to accept a new study plan that meant a break with old paradigms. eventually, most saw this as an opportunity for growth and professional development by sharing the expertise and giving birth to a new proposal that would benefit future english teachers. 113 no. 11 (july december 2015) no. 11 (july december 2015) after several more meetings, the first draft was finally completed, but future meetings were needed to polish it. after the draft was finally accepted by the whole group as the new study plan, it was then necessary to write the contents of each one of the proposed courses and design a portfolio that would be used to show that teacher candidates met all the requirements (i.e. standards). the final product, signed by 17 universities, was presented at a celebration in january, 2015 at the ministry of education, where this project began. now it all depends on the higher education authorities to accept and implement the program. from the language institutes’ perspective for the first time, in 2011, 30 language institutes and english teacher education programs from different universities in ecuador received an invitation from the u.s. embassy-quito to participate in an english network that would be created. in ecuador, university language institutes provide language teaching for the entire university, not just the english teacher preparation programs. the coordinators and/or directors who attended this first of many meetings started working together to understand the reality of the english institutes in our universities, and most of all, the quality of english education in our institutions. one of the important issues we noted were the differences from one university to another. i wanted to be part of this network so that we could standardize english teaching and teacher education in our country, and produce graduates who would be more proficient english teachers in the schools. for example, at that time, the english program in one university offered three hours of english a week, while others offered ten. still others taught only english for specific purposes (not including education), and some did not even have an english program. the situation was one of chaos, and the diversity of programs was great. even today, directors of many university language institutes do not support the concept of english teacher education at all. another reality was that in our english institutes there was a serious need for qualified english teachers. most of the universities have the problem of hiring teachers with a low level of english proficiency and without the methodology to teach students at the university level even though they graduated from english teacher preparation programs. one objective of the network then was to find a solution for the lack of qualified teachers. without them, a new standards-based program would not make a difference. all the universities that came to those first meetings asked to be part of this dream and started working hard. at every meeting, we worked diligently transformation: a model for restructuring serrano, vizcaíno, cazco & kuhlman 114 no. 11 (july december 2015) no. 11 (july december 2015) to accept different points of view. everything we did was to achieve a new perspective and a revolutionary change in english teacher education in our country. as the laws and regulations in ecuador were changing, it was necessary at the same time for universities to work together in order to save time, money and provide a new vision for english education. my university supported my participation in this project because of the potential results that we could achieve. from my perspective as the director of the academic english institute, we created an english program for students majoring in english language teaching, and we supported the idea that new english teachers needed a strong knowledge of the language they were going to teach. our role was to create an intensive nine-level, two-year english program, in which the new pre-service teachers would acquire what they needed to succeed and be quality professionals. collaboration was a necessary tool to create and standardize opinions from the participants. from my point of view, it was the first time that representatives from the universities across ecuador came together to work. i could see the willingness towards compromise and an attitude of working towards a common goal that would benefit english education. of course, there were problems along the way, particularly different opinions, but in the end, the university representatives collaborated in the process. directors from english teacher preparation programs and from english institutes were working towards a common curriculum for english teacher preparation programs. the process worked. now, universities have the option of selecting this curriculum for their programs. it is necessary to insist on the importance of having a standardized and standards-based english curriculum so that ecuador can develop quality english teachers and professionals in the field. that said, it may be difficult for public universities to implement this program due to governmental regulations, but for private universities it is the best program ever created in ecuador. after completing this four-year process, i consider that the result is a very comprehensive english teacher preparation program. in my own case, i will use the curriculum to create a new english teacher preparation program in the institution where i currently work. i believe this curriculum can be used as a national and international model to be followed. the exit portfolio for teachers exemplifies the quality of the program. transformation: a model for restructuring serrano, vizcaíno, cazco & kuhlman 115 no. 11 (july december 2015) no. 11 (july december 2015) conclusion from 2011-2015 representatives from more than twenty university english teacher education programs and language institutes came together for the first time to collaborate in the transformation of the way that english teachers are prepared in ecuador. with support from the u.s. embassy and several ecuadorian educational agencies, with guidance from an esl specialist sponsored by the u.s. embassy, this group that had previously been autonomous, collaborated, discussed, challenged and created a new curriculum, based on international esl teacher standards, for the preparation of english teachers in ecuador. it was not an easy task. there were times when the whole project could have exploded, but it did not. the four perspectives presented here represent the challenges and the solutions that this eclectic group was able to accomplish. as a by-product of this work, a new organization, ecuatesol has been formed for the first time to support the english teaching profession in ecuador. the possibilities are great. the reality is unknown and it can only be hoped that this transforming model will be implemented and in tomorrow’s world the children of ecuador will have the opportunity to become proficient in english that will open doors to the world. transformation: a model for restructuring serrano, vizcaíno, cazco & kuhlman 116 no. 11 (july december 2015) no. 11 (july december 2015) references burns, a. (2005). interrogating new worlds of english language teaching. in a. burns (ed). teaching english from a global perspective. alexandria, va: tesol. burke, k. (2012). from standards to rubrics in six steps. (3rd ed). thousand oaks, ca: corwin press council of europe. (2011). common european framework of reference for languages: learning, teaching, assessment. cambridge: cambridge university press. darling-hammond, l. (1997). the right to learn. san francisco: jossey-bass. ministerio de educación (2011). ecuador in-service teacher standards. retrieved from: http://educacion.gob.ec/wp-content/uploads/downloads/2013/03/estandares_2012_ ingles.pdf genesee, f. & harper, c. (2010). introduction to the tesol p-12 professional teaching standards. alexandria, va: tesol. kuhlman, n. (2010). developing foreign language standards in uruguay. gist education and learning research journal 4, 107-126. kuhlman, n., & kneževic, b. (2013). the tesol guidelines for developing efl professional teaching standards. alexandria, va: tesol. o’malley, m., & valdez-pierce, l. (1996). authentic assessment for english language learners: practical approaches for teachers. ny: addison-wesley. richards, j. & burns, a., (2012). pedagogy and practice in second language teaching: an overview of the issues. in, j. richards & a. burns (eds). pedagogy and practice in second language teaching. cambridge: cambridge university press. staehr fenner, d. & kuhlman, n. (2013). preparing effective teachers of english language learners: practical applications of the prek-12 tesol professional standards. alexandria, va: tesol. tesol (2010). p-12 professional teaching standards. alexandria, va: tesol. authors * elisabeth serrano holds a ba in education and was the cultural specialist at the u.s. embassy in quito for the past twelve years. while serving as specialist, part of her portfolio included the management of english language programs in ecuador. in that capacity she was the coordinator for the national curriculum project described in this article, and acted as liaison between the embassy, the universities, and the government institutions that participated, acting in that capacity up to the completion of the project in january, 2015. currently ms. serrano is exploring other areas of interest but remains an active member of the elt community, including as a member of the board of directors of ecuatesol, a new english teacher oriented organization in transformation: a model for restructuring serrano, vizcaíno, cazco & kuhlman 117 no. 11 (july december 2015) no. 11 (july december 2015) ecuador that is applying to become a tesol affiliate. she also is doing consultant work about the quality of education in ecuador. * cristina g. vizcaíno is a doctoral candidate at the universidad nacional mayor de san marcos in lima. she holds a degree in linguistics with a major in english language and literature as well as a degree in social communication sciences. her experience includes teacher training, educational administration, research, seminars and workshops. * carlos daniel cazco holds a ba in business administration, and a certificate in tefl. he is currently pursuing an ma in tefl and an ma in education. he has five years experience in university english education, teaching general english and esp. he also has three years experience managing educational projects with different institutions. he also worked as the language department director at the universidad técnica del norte in ibarra and is now the english language department director of the universidad del pacífico in quito and guayaquil. profesor cazco is the vice-president of ecuatesol, a new english teacher organization in ecuador that is applying to become a tesol affiliate. * dr. natalie a. kuhlman is professor emeritus in the dual language department, college of education, san diego state university. she is the co-author with diane staehr fenner of preparing effective teachers of english language learners: practical applications for the tesol p-12 professional teaching standards (tesol, 2012); with bozana knezevic, tesol efl guidelines for teacher standards development (tesol, 2014); and the author of an introduction to language assessment in the k-12 classroom (elt advantage, cengage, 2006). she is past president of catesol, was on the board of directors of both the national council for the accreditation of teachers (2004-2010), and tesol (1996-99). she was an original member of the tesol p-12 esl teacher standards team (1999-2012) and the accreditation standards expert group (aseg) that created short-term certificate standards (tesol, 2015). dr. kuhlman has worked in ecuador, uruguay and albania to apply the tesol standards to english teacher preparation. transformation: a model for restructuring serrano, vizcaíno, cazco & kuhlman gist final1.indd 51 a comparison of the effect of text-picture and audio-picture annotations in second language vocabulary recall among iranian efl learners1 una comparación del efecto del uso de anotaciones de texto-imagen y audio-imagen para facilitar la recordación de vocabulario en segunda lengua en estudiantes iraníes de inglés como lengua extranjera alireza karbalaei, ali sattari and ziba nezami 2* farhangian university, kish international branch, islamic azad university, iran abstract the present study compared the effect of text-picture and audio-picture multimedia annotations in second language vocabulary recall among iranian efl learners. the participants were selected from two classes of 80 students who were studying advanced-level english at in a language institute in iran. their level of english proficiency was determined on the basis of their scores on the pet proficiency test. sixty-two students were selected for the main procedure, and were then randomly divided into two experimental groups: the textannotation and audio-annotation group; and a control group. after answering a vocabulary pretest, participants clicked on the highlighted unknown words to access available annotations while reading. the text-picture group was able to see textual explanation and pictorial description, and the audio-picture group was able to see pictorial description explanation and hear a spoken explanation. after reading, students completed the post-tests. the results of the study demonstrate that audio-picture annotation is more effective than text-picture 1 received: february. 28, 2015 / accepted: january 16, 2016 2 karbalaei2008@gmail.com / ali.sattari.2014@gmail.com / nezami_ziba@yahoo.com gist education and learning research journal. issn 1692-5777. no.12. (january june) 2016. pp. 51-71. using a mobile application (whatsapp) no. 12 (january june 2016) no. 12 (january june 2016) 52 annotation in facilitating immediate l2 vocabulary recall. the results suggest that providing audio or text annotation of new words can help recall of new vocabulary when reading. key words: text annotation, audio annotation, multi-media annotation, vocabulary resumen el presente estudio comparó el efecto del uso de anotaciones multimedia de texto-imagen y anotaciones de audio-imagen para facilitar la recordación de vocabulario en segunda lengua en estudiantes iraníes de inglés como lengua extranjera. los participantes fueron seleccionados de dos aulas de clases de 80 estudiantes de nivel avanzado de inglés de un instituto de idiomas en irán. el nivel de inglés de los participantes se determinó a partir de sus calificaciones en la prueba de proficiencia pet. fueron seleccionados 62 estudiantes para el estudio general y posteriormente fueron divididos aleatoriamente en dos grupos experimentales: grupo de anotaciones de texto, grupo de anotaciones de audio y un grupo de control. después de responder la prueba de vocabulario, los participantes hicieron clic en las palabras desconocidas para tener acceso a las anotaciones disponibles mientras realizaban la lectura. el grupo de estudiantes que utilizaron anotaciones de textoimagen pudo visualizar la explicación textual y la descripción pictórica y el grupo que utilizó anotaciones de audioimagen pudo ver la descripción pictórica y escuchar una explicación oral. al terminar la lectura, los estudiantes finalizaron el examen final. los resultados del estudio demostraron que el uso de anotaciones de audio-imagen es más eficaz que el uso de anotaciones texto-imagen para la recordación inmediata de vocabulario en segunda lengua. los resultados sugieren que el proporcionar anotaciones de texto o audio de nuevas palabras puede ayudar a recordar vocabulario nuevo al leer. palabras claves: anotación de texto, anotación de audio, anotación multimedia, vocabulario resumo o presente estudo comparou o efeito do uso de anotações multimídia de textoimagem e anotações de áudio-imagem para facilitar a recordação de vocabulário em segunda língua em estudantes iranianos de inglês como língua estrangeira. os participantes foram selecionados de duas salas de aula de 80 estudantes de nível avançado de inglês de um instituto de idiomas no irã. o nível de inglês dos participantes se determinou a partir de suas qualificações na prova de competência pet. foram selecionados 62 estudantes para o estudo geral e posteriormente foram divididos aleatoriamente em dois grupos experimentais: grupo de anotações de texto, grupo de anotações de áudio e um grupo de controle. depois de responder a prova de vocabulário, os participantes fizeram clique nas palavras desconhecidas para ter acesso às anotações disponíveis enquanto realizavam a leitura. o grupo de estudantes que utilizaram anotações de texto-imagem pôde visualizar a explicação textual e a descrição pictórica, e a comparison of the effect of text-picture karbalaei no. 12 (january june 2016) no. 12 (january june 2016) 53 o grupo que utilizou anotações de áudio-imagem pôde ver a descrição pictórica e escutar uma explicação oral. ao terminar a leitura, os estudantes finalizaram a prova final. os resultados do estudo demonstraram que o uso de anotações de áudio-imagem é mais eficaz que o uso de anotações texto-imagem para a recordação imediata de vocabulário em segunda língua. os resultados sugerem que o proporcionar anotações de texto o áudio de novas palavras pode ajudar a lembrar do vocabulário novo ao ler. palavras claves: anotação de texto, anotação de áudio, anotação multimídia, vocabulário a comparison of the effect of text-picture karbalaei no. 12 (january june 2016) no. 12 (january june 2016) 54 introduction second language (l2) learners at all levels of ability encounter the problem of learning vocabulary. according to nation (2001), a native speaker of english is aware of 20,000 word families. this poses a challenging task for english as a second language (esl) learners. vocabulary learning has generally been long overlooked within the field of second language acquisition (sla) (nation, 2001, zimmerman, 1997). recent years have observed augmented interest in l2 vocabulary research. according to gass (1999), one relevant discussion is between incidental and intentional vocabulary learning. the difference between the two learning conditions involves the learning task, learner attention and the instructional context of the learning (read, 2004). both approaches have been found to aid the gradual learning of l2 vocabulary (hulstijn, 2001). second language research has also treated incidental vocabulary learning through reading (nation, 2001). as jacobs et al. (1994) states, this conforms to l2 learners’ reports that vocabulary learning happens, in most cases, accidentally during reading or listening. however, l2 incidental vocabulary learning tends to be incremental and slow. jacobs, dufon & fong (1994), joyce (1997) describe how annotation has been a standard characteristic in l2 reading, which aids in simplifying comprehension, and in which l2 vocabulary learning happens as a by-product. as an instructional intermediation, a note draws learner attention away from reading, and concentrates it on the form and meaning of the word, thus raising vocabulary learning and reading comprehension. this reflects the interactionist view of sla (long, 1996) and the depth of processing hypothesis. rott, williams, and cameron (2002) and watanabe (1997) describe how studies on the influences of text notation on l2 vocabulary learning and reading comprehension have produced mixed findings. al-seghayer (2001) stated that different from the traditional marginal notation, multimedia notations can draw vocabulary information in multiple modalities, including audio (sound) and visual (text, picture and video). studies have also taken into consideration the effects of various kinds of multimedia notations on incidental l2 vocabulary learning, specifically, the utilization of picture notation and video notation accompanied with text notation (al-seghayer, 2001). according to paivio (1990), these studies scaffold double-coding theory and accept the cognitive theory of multimedia learning (mayer, 2001), which describes how meaningful learning involves learners in both verbal and visual cognitive processing systems. yoshii (2000, as cited in ala comparison of the effect of text-picture karbalaei no. 12 (january june 2016) no. 12 (january june 2016) 55 seghayer, 2001) represented double notation of text and picture or text and video are unanimously discussed to be better than single notations in simplifying incidental l2 vocabulary learning . in addition, svenconis and kerst (1995) and yeh & wang (2003) stated that research suggests that that the increase of an audio element to dual annotations does not seem to have a deterministic effect on l2 vocabulary learning. one possible illustration is that the information sent at the same time through different modalities (audio, verbal and visual) might excess the cognitive processing. an overview of the studies on l2 vocabulary annotation, particularly multimedia annotation, offers that there is little information about how different dual annotations, specifically text-picture and audio-picture annotations, influence l2 vocabulary learning and reading comprehension in iranian efl context. this information is required to recognize the extent to which multimedia learning can be utilized in l2 reading teaching and the role of multimedia in l2 vocabulary learning in iranian efl context. the slight information on audio annotation in multimedia l2 learning in comparison to other multimedia annotations verdicts more examination. furthermore, incidental and intentional vocabulary learning in a multimedia environment has never been studied. the influences of multimedia double notation using different modalities on l2 vocabulary learning and reading comprehension in incidental and intentional learning conditions remain unclear. motivated by prior studies on multimedia annotation and available slots in this literature, the overarching question considered in this study was how different dual annotations influence l2 vocabulary recall and reading comprehension in both incidental and intentional environments. this study was designed to expand our indelibility of the use of multimedia leaning in a second language acquisition setting through the framework of cognitive theory of multimedia learning to second language vocabulary learning and reading comprehension. it investigated the ways in which two different types of dual annotation, namely, text-picture and audio-picture, influenced l2 vocabulary learning and reading comprehension. furthermore, it noticed the influential of multimedia annotation on l2 students’ vocabulary learning in both incidental and intentional learning conditions. this study was guided by the following research questions: 1) does text-picture annotation play any significant role in facilitating l2 vocabulary immediate recall among iranian efl learners? 2) does audio-picture annotation play any significant role in facilitating l2 vocabulary immediate recall among iranian efl learners? and 3) is there any significant difference between the effect of text-picture and a comparison of the effect of text-picture karbalaei no. 12 (january june 2016) no. 12 (january june 2016) 56 audio-picture annotations in facilitating l2 vocabulary immediate recall among iranian efl learners? literature review text annotation and l2 vocabulary learning in printed reading materials, text annotations are often placed in the margin, at the bottom, or at the end of the reading text. in multimedia texts, when students click on an annotated word, they can observe the meaning of the word in a certain place of the computer screen. in this part, debate will be first concentrated on text annotation in printed reading texts, followed by a review of text annotation in multimedia texts. hulstijn, hollander, and greidanus (1996) examined incidental vocabulary learning for second language learners. their study showed the utilization of marginal text annotation as an influential method. other studies accepted that text annotation in printed reading text could reinforce second language learners’ retention of vocabulary (hulstijn, 1992). dufon and hong’s (1994) study on l2 spanish reading used three formats: (1) no gloss, (2) l1 gloss and (3) l2 gloss. their results demonstrated that students who had access to glosses did better than students without glosses on the immediate vocabulary translation posttest. therefore, the effectiveness of gloss was not discovered in the delayed post-test four weeks later. due to this, jacobs et al. noticed that although gloss is preferred over no gloss, gloss only has a potentially positive effect on vocabulary acquisition with sufficient l2 competence. furthermore, certain proficiency level was requisite to make effective use of l2 gloss. in conclusion, the positive relation between gloss and vocabulary learning was held, at least for immediate retention if not for long-term retention. in order to examine the possible distinction between l1 and l2 glosses, ko (1995) utilized a similar design as jacobs, dufon and hong (as cited in al-seghayer, 2001) with 189 korean college students learning english as a foreign language (efl). students took a vocabulary pre-test and were asked to read an 854-word english text. contrary to dufon and hong (1994), the multiple-choice vocabulary post-test immediately after reading displayed important difference between l1 and l2 gloss. in other words, students with access to l1 gloss significantly outperformed those with access to l2 gloss. the effect was found significant in the delayed post-test one week later. a comparison of the effect of text-picture karbalaei no. 12 (january june 2016) no. 12 (january june 2016) 57 the effectiveness of l2 over l1 gloss in vocabulary retention was also challenged by laufer and shmueli’s (1997) study. hebrewspeaking high school efl students (n=128) were asked to read an english text in which 10 target words were glossed in hebrew and another 10 in english. multiple-choice assessment was used in both the immediate and delayed post-test five weeks later. both tests showed that l1 gloss resulted in more vocabulary retention than l2 gloss. this conflicts with the finding by jacobs et al. (1994), but students’ level of the second language in laufer and shmueli (1997) might be used as an explanation. certain proficiency of the second language was necessary to fully utilize glosses in l2. picture annotation visual assists have long been hypothesized to profit second language learning. tuttle (as cited in omaggio, 1979) discussed that “foreign language students can profit from many kinds of visual material to be a rich resource in the foreign language classroom” (p. 9). the use of imagery display of foreign words by real objects or imagery was also displayed by kellogg and howe (1971) to facilitate children’s vocabulary acquisition in a foreign language. a number of researchers have also investigated the effect of visual stimuli on l2 vocabulary learning and reading comprehension. kellogg and howe’s (1971) study contrasted written words and pictures as key words for oral acquisition of spanish vocabulary by children. the pictures produced faster learning of new words than the written stimuli. the effect was also kept in the long term as displayed by greater recall of words represented in pictures. terrel (as cited in kost et al, 1999) suggested that combining the form and visual representation of unknown l2 vocabulary assisted learners to acquire concrete ideas and references. in reviewing the techniques used in learning l2 vocabulary, oxford and crookall (1990) expressed the effectiveness of visual imagery and maintained that “most learners link new information to notions in memory by means of meaningful visual images, and that visual images make learning more influential” (p. 17) and “the pictorialverbal combination contains many sections of the brain, thus providing greater cognitive power” (p. 17). omaggio’s (1979) study focused on pictorial contexts to french as a second language students such as advanced organizers. it was assumed that the preparation of the other visual context would simplify reading comprehension. the outcomes represented that students with a pictorial context did significantly better on the recognition test and a comparison of the effect of text-picture karbalaei no. 12 (january june 2016) no. 12 (january june 2016) 58 recall than those with access only to text. this supported evidence of the positive effect of pictures on reading comprehension. in annotation studies, picture annotation has been used to clarify the meaning of those unknown words second language learners encounter in reading. according to dual coding theory, the way learners comprehend pictures differs greatly from that of comprehending textual information (paivio, 1990). in other words, text is processed by the verbal cognitive subsystem, while a picture is processed by the nonverbal cognitive subsystem. research has compared l2 vocabulary learning from text annotation, picture annotation, and a combination of text and picture annotation. audio annotation it is worth noting that little research has been done on audio annotation. audio annotation gives pronunciation, a sample sentence, and definition or meaning of a target word in spoken form. it has never been studied separately from other annotation modes, but mostly as an additive component. the only format in which audio annotation has been studied is the pronunciation of target words. findings on audio annotation are rather mixed and uncertain. svenconis and kerst (1995) investigated the effectiveness of semantic mapping techniques in l2 vocabulary learning in a hypertext environment. the participants (n=48) were english-speaking high school students in grades 9 through 12 learning spanish as a second language. the 72 target words were presented in word listing and semantic mapping. in the multiple-choice vocabulary post-test, no significant effect was found for the word presentation method, which suggested that semantic mapping does not necessarily lead to better vocabulary retention than the traditional word listing method. but the group of semantic mapping with sound produced the highest overall mean score, higher than the other three groups. chun and plass (1996) challenged the positive effect of audio annotation. in their studies, an audio component was added to three different annotations types (text, text-picture, and text-video); that is, a german native speaker pronounced each target word. of the three successive studies, participants from the first and second studies were asked to report their use of retrieval cues for vocabulary learning. the authors suggest that the audio component was not useful in learning vocabulary since it showed very limited importance as a retrieval cue. a comparison of the effect of text-picture karbalaei no. 12 (january june 2016) no. 12 (january june 2016) 59 methodology research design training program. the interactive multimedia program used in this study was designed by the researcher to help intermediate efl students with vocabulary learning. the program provided students with annotations for unknown words via hypermedia links in two different modes: text-picture and audio-picture. the annotations were used to assist the learning of unknown words. the program was written in html. html was chosen as the programming language due to its user-friendly integration of hypermedia and its compatibility for both pc platforms. the picture annotations were processed with adobe photoshop 6.0 (adobe, 2000), and the audio clips were processed with vegas 4.0 (sonic foundry, 2003). the screen was divided into two frames. the left screen was used for the reading text with the title at the top, and the right screen was reserved for the annotation. in the text-picture version, when participants click on a highlighted word, the right screen offers a textual definition of the words together with a picture that describes the word. in the audio-picture annotation, when participants click on a highlighted word, they could see on the right screen a picture that depicts the meaning of the word and hear an audio clip that explains the meaning of the word. procedure. the study was conducted during the participants’ regular class time, and required two consecutive 50-minute sessions. the participants were randomly assigned to a control and two experimental groups: text-annotation and audio-annotation groups. in the first 50-minute session, the researcher first gave a brief introduction of the study and answered any questions that the participants might have. then, two neighboring students had access to different annotations, one text-picture and the other audio-picture. in the computer lab, the researcher gave a brief introduction of the online reading activity. headsets were used for those who were in the audio-picture annotation group. during reading, the participants clicked the highlighted unknown words to access available annotations. the text-picture group was able to see textual explanation and pictorial description, and the audio-picture group was able to see pictorial description explanation and hear a spoken explanation. when they finished reading, they raised their hands to receive the post-tests. participants the participants in the study were selected from two intact classes consisting of 80 students studying english in at advance level in bandar a comparison of the effect of text-picture karbalaei no. 12 (january june 2016) no. 12 (january june 2016) 60 abbas, iran. they had a mean age of 24 and had been studying english translation as their field of study. their level of english proficiency was determined on the basis of their scores on the pet proficiency test. based on the results of pet proficiency test, those participants placed between one standard deviation above and below the mean were regarded as the main participants. finally, 62 students were selected for main procedure and data analysis based on the research question. then they were randomly selected to two experimental groups including text-annotation group and audio-annotation group, and a control group. because some of the students were absent during the implementation of one of the tests, they were excluded from the main subjects resulted in 38 participants in the respective experimental groups and 20 in the control group. data collection instruments general english proficiency test. the pet proficiency test was utilized to assess the subjects’ level of proficiency in english. this test included 30 multiple-choice vocabulary, grammar, and reading comprehension items. the researcher piloted the test with 27 students with the same level and similar characteristics to those of subjects of this study. it should be mentioned that the reliability of pet proficiency test estimated by kr-21 (kudar richardson) formula appeared to be .69. reading material. the reading text, “european settlers of australia,” was written by the researcher based on three criteria: text length, syntactic complexity, and content. in terms of length, the text has 449 words (including the title). it consists of short, uncomplicated sentences and simple past tense is used throughout the text. there is an average of 6.8 sentences in each paragraph, and an average sentence contains 10.8 words. the percentage of simple sentences in the text is over 80%. with regard to the content, it seems reasonable to assume that esl students knew more or less the same amount of general information about the european colonization of australia and have comparable background knowledge of the reading text (i.e., since none has been to australia and its history is foreign to all participants). the content of the text does not require any specific culturally related knowledge. the readability of the text is considered to be between grade level 5 and 6 based on the flesch-kincaid measure. it tells of the story of the european colonists in australia in the 1800s. the text was given to experienced efl instructors who teach reading/writing classes and was confirmed to be appropriate for advance students. the student’s cloze score of 67% indicate that the reading text was appropriate for advanced students in terms of difficulty level. a comparison of the effect of text-picture karbalaei no. 12 (january june 2016) no. 12 (january june 2016) 61 target words. the 20 target words were all nouns. they were selected for frequency. based on the word frequency corpora of francis and kucera (1982), the 20 target words have a mean of 12.7 per million words. the reading text was modified into two different forms: a text with text-picture annotations, and a text with audio-picture annotations. the 20 target words were highlighted in both texts. word recognition test (wrt): the participants were asked to complete a word recognition test (wrt) as pretest at the beginning of the study. in this test, the 20 target words were presented in their original context taken from the reading text. for each word, the participants were asked to choose one correct meaning out of four given choices. of the four choices, one was the correct meaning, and the other three were distractors. data analysis and interpretation research question 1: does text-picture annotation play any significant role in facilitating l2 vocabulary immediate recall among iranian efl learners? in order to see whether we are able to use t-test as a parametric test, first we should check whether the data have been normally distributed or not. if the level of significance is more than 0.05, it indicates the normality of data distribution. therefore, we can use parametric test for further data analysis. table 1. one-sample kolmogorov-smirnov test for text-annotation, audio-annotation and control group a comparison of the effect of text-picture karbalaei no. 12 (january june 2016) no. 12 (january june 2016) 62 as it is evident from table 1, the result of normality test shows that p values of three groups (.229, .112, and .123) are more than significance level (0.05). therefore, we can accept the assumption of normality and we can use paired sample t-test for comparing the results of pretest and posttest in text-annotation, audio-annotation and control group. table 2. paired sample test for preand posttest vocabulary knowledge scores for samples in in text-annotation, and control group as is evident from table 2, there is a significant difference between preand posttest in text-picture annotation group in iranian efl context (t=-20.407; p= .000). in other words, participants scored higher in posttest (m=10.39, sd=1.680), when they were exposed to text annotation during their reading, than pretest (m=4.33, sd= 1.680). with respect to this point, the first hypothesis (text-picture annotation does not play any significant role in facilitating l2 vocabulary immediate recall among iranian efl learners) is rejected. in other words, text-picture annotation could play a significant role in learning new vocabularies during reading text. regarding the control group, there is no significant difference between the students’ vocabulary knowledge during pre and posttest (t=1.234; sig= .232). research question 2. does audio-picture annotation play any significant role in facilitating l2 vocabulary immediate recall among iranian efl learners? a comparison of the effect of text-picture karbalaei no. 12 (january june 2016) no. 12 (january june 2016) 63 table 3. mean preand posttest of vocabulary knowledge scores for samples in audio picture annotation and control group as is evident from table 4, there is a significant difference between preand posttest in audio-picture group in iranian efl context (t=-16.496; p= .000) when they were exposed to audiopicture annotation during reading. further, it is clear from table 3 that students learned new words better when they were exposed to audiopicture annotation (posttest) than the time they were not exposed to (pretest) (mean=12.55 and 4.25, respectively). therefore, the second hypothesis (audio-picture annotations does not play any significant role in facilitating l2 vocabulary immediate recall among iranian efl learners) is also rejected. in other words, audio-picture annotation could play a significant role on increasing adult efl learners’ vocabulary knowledge. as far as the control group is concerned, as it is observed from table 4, there is no significant difference between the students’ performance in vocabulary knowledge after reading the text without any kind of annotation (t=1.234; p= .232). table 4. paired sample test for preand posttest vocabulary knowledge in audio-picture and control group a comparison of the effect of text-picture karbalaei no. 12 (january june 2016) no. 12 (january june 2016) 64 research question 3: is there any significant difference between the effect of text-picture and audio-picture annotations in facilitating l2 vocabulary immediate recall among iranian efl learners? in order to answer the third question, the vocabulary posttest in text-picture, audio-picture and control group were computed and then anova was used to see whether there was any significant difference among the three groups in posttest stage. the following tables show the results: the results of data analysis (anova) in table 5 below indicates that there is a statistically significant difference between text-picture group, audio-picture group and control group in the results of posttest because obtained f value of 181.376, was found to be significant at .001 level (p=.000). in other words, the third null hypothesis (there is no significant difference between the effect of text-picture and audiopicture annotations in facilitating l2 vocabulary immediate recall among iranian efl learners.) is confirmed. table 5. results of anova for mean posttest scores of samples in textannotation, audio-annotation, and control group in order to see where the difference stands, the post hoc scheffe test (see table 6) showed that the audio-picture group performed significantly better than text-picture group (mean=12.55 vs. mean=10.39). finally, text-picture group performed significantly better than control group (mean =3.78 vs. 10.39). the results indicated that the scores of audio-picture group increased at a significantly higher rate than the text-picture and control group. as a result, audio-picture annotation was recognized to be the best method for learning new words during reading comprehension text. a comparison of the effect of text-picture karbalaei no. 12 (january june 2016) no. 12 (january june 2016) 65 table 6. post hoc scheffe test results on the basis of the quantitative analyses, annotation provides an efficient way for learners to expand their vocabulary knowledge. annotation can promote noticing of the target form, in semantic processing. the first and second research questions addressed the effect of text type and audio type annotations. on average, participants retained 70% of the 20 target words on the vocabulary knowledge scale. the average retention rates were comparable to previous multimedia annotation studies (e.g. al-seghayer, 2001; yoshii, 2000). the results confirmed the impact of annotation in helping second language vocabulary learning. according to paivio (1990), the main reason can be related to the dual-coding effect that words annotated with both verbal (text or audio) modes of information lead to effective vocabulary retention. this study was designed to compare the effectiveness of textpicture annotation with audio-picture annotation on l2 vocabulary immediate recall. as shown by the above table, the audio-picture annotation group consistently outperformed the text-picture annotation group. the dual channel assumption, especially the modality principle, of the cognitive theory of multimedia learning can be used to explain this finding (mayer, 2001). mayer distinguishes the two separate channels for processing visual/pictorial and auditory/verbal information. the modality effect articulates that working memory has partially independent processors for handling visual and auditory information. the effective capacity of working memory could be increased by using both visual and auditory channels (mayer & moreno, 1998). text annotation and audio annotation are both verbally-presented information; thus both annotations contain a combination of verbal and non-verbal information. based on the modality principle (baddeley, 1999; mayer, 2001), text annotation and picture annotation will be a comparison of the effect of text-picture karbalaei no. 12 (january june 2016) no. 12 (january june 2016) 66 processed by the visual channel, while audio annotation will be processed by the auditory channel. therefore, in text-picture annotations, the simultaneous register of both text and picture caused the visual channel to be overloaded. this led to an information processing that was, at least initially, carried out solely in the visual working memory. thus, the cognitive resources available in the visual working memory had to be divided between textual and pictorial information, whereas the auditory (phonological) working memory was left unused. in comparison, in audio-picture annotations, the audio was registered by the auditory channel and processed in the phonological working memory, while the picture was registered by the visual channel and processed in the visual working memory. this combination allowed cognitive resources in both working memories to be used. in other words, more cognitive resources were utilized in audio-picture annotations than in text-picture annotations. the preference of audio-picture annotation on l2 vocabulary immediate recall can also be explained with the split-attention principle (mousavi, low, & seller, 1995). participants with access to text-picture annotations had to split their attention in the visual working memory between multiple visual resources (written text and picture). participants with access to audio-picture annotations approached the audio as an auditory resource and the picture as a visual resource through auditory working memory and visual working memory respectively, which did not require an attention split in either of the working memories. in this way, effective working memory might be increased by presenting information in a mixed (visual and auditory) rather than a unitary mode (visual only). hence, audio-picture annotation resulted in higher vocabulary immediate recall than text-picture annotation. conclusions previous studies have examined the effects of multimedia annotations on l2 vocabulary learning. these studies have supported the effectiveness of multimedia annotations in facilitating l2 vocabulary learning. however, no study in second language acquisition has examined audio annotation in combination with text as a dual multimedia annotation type. this study focused on this issue by comparing audio-picture annotation to text-picture annotation in their effects on l2 vocabulary immediate recall. the results of the study demonstrate that audio-picture annotation is more effective than text-picture annotation in facilitating l2 vocabulary a comparison of the effect of text-picture karbalaei no. 12 (january june 2016) no. 12 (january june 2016) 67 immediate recall. the results suggested that providing the new words whether in audio and text annotation during reading comprehension can help recalling new words. some scholars investigated the effect of presenting different words and the results were inconsistent. for example, mckeown (as cited in read, 2004) suggests that current dictionary definitions are not effective even in initiating the process of understanding word meaning, at least for younger learners. nagy and scott (as cited in read, 2004) indicated a chief strength of definitions because they provide explicit information about word meanings that is normally only implicit in context; therefore, if a student is to learn a word, giving the specific meaning of a word may provide the best chance for competence. it is possible that older students may have a better understanding of how explicit definitions work and how to manipulate the meaning into other contexts. it is important to note that students will need to be prepared to read and use weak or insufficient clues to unlock the meaning of new words in a variety of texts. this study suggests the need to allow more instructional time to support different types of annotation and to identify stories with well-developed clues so that students can develop a repertoire of different strategies to unlock the meaning of words in the different contexts in which the words are encountered. it is hoped that the findings of this study will shed some light on blurred issues of text annotation and audio annotation and its effect on reading comprehension performance. regarding theoretical implications, the findings of this study suggest a number of implications and extensions for the classroom. firstly, this study adds to the growing body of research in multimedia annotation studies in second language acquisition. previous multimedia annotation studies have focused on the comparison of text-picture annotation to text-only annotation or picture only annotation (yoshii, 2000) or on the differences between text-picture annotation and text-video annotation (al-seghayer, 2001). however, audio annotation, as a different sensory modality from visual (text, picture), has never been studied before. the present study fills this gap in the literature. this study provided the much-needed information on the effect of audio annotation on l2 vocabulary learning. by comparing audiopicture annotation to text-picture annotation, it shed light on the use of different dual annotations for multimedia l2 learning. the thesis has established that audio-picture annotation is superior over textpicture annotation in facilitating l2 vocabulary immediate recall. this contributes to the extension of the cognitive theory of multimedia a comparison of the effect of text-picture karbalaei no. 12 (january june 2016) no. 12 (january june 2016) 68 learning to second language learning by verifying both the modality effect and split-attention effect. in addition to the contributions and implications for the field of second language acquisition, especially in the area of multimedia annotation research, this study provides some insights for call material designers in choosing the right combination of modalities in facilitating l2 vocabulary learning. this study confirmed that the use of audio-picture combinations facilitates l2 vocabulary immediate recall in a more effective manner than text-picture annotation. in designing multimedia courseware or materials, this finding could be taken into consideration when making decisions about presenting information in different modes. this could also inform language teachers and administrators in making decisions about the most effective multimedia programs to enhance l2 vocabulary learning. a comparison of the effect of text-picture karbalaei no. 12 (january june 2016) no. 12 (january june 2016) 69 references al-seghayer, k. (2001). the effect of multimedia annotation modes on l2 vocabulary acquisition: a comparative study. language learning & technology, 5(1), 202-232. baddeley, a. d. (1999): working memory (oxford psychology series, no 11). new york: oxford university press. chun, d. m., & plass, j. l. (1996). effects of multimedia annotations on vocabulary acquisition. the modern language journal, 80(2), 183-198. gass, s. (1999). incidental vocabulary learning. studies in second language acquisition, 21(2), 319-333. hulstijn, j. h. (2001). intentional and incidental second language vocabulary learning: a reappraisal of elaboration, rehearsal and automaticity. in p. robinson (ed.), cognition and second language instruction (pp. 258-286). cambridge university press. hulstijn, j. h., hollander, m., & greidanus, t. (1996). incidental vocabulary learning by advanced foreign language students: the influence of marginal glosses, dictionary use, and reoccurrence of unknown words. the modern language journal, 80(3), 327-339. jacobs, g. m., dufon, p., & hong, f. c. (1994). l1 and l2 vocabulary glosses in l2 reading passages: their effectiveness for increasing comprehension and vocabulary knowledge. journal of research in reading, 17(1), 19-28. kellogg, k. s., & howe, a. j. a. (1971). using words and pictures in foreign language learning. alberta journal of educational research, 17, 87-94. ko, m. h. (1995). glossing in incidental and intentional learning foreign language vocabulary and reading comprehension. unpublished ma thesis, university of hawaii at manoa. kost, c. r., foss, p., & lenzini, j. j. jr. (1999). textual and pictorial glosses: effectiveness on incidental vocabulary growth when reading in a foreign language. foreign language annals, 32(1), 89-113. laufer, b., & shmueli, k, (1997). memorizing new words: does teaching have anything to do with it? relc journal, 28, 89-108. mayer, r. e. (1997). multimedia learning: are we asking the right questions? educational psychologist, 32, 10-19. a comparison of the effect of text-picture karbalaei no. 12 (january june 2016) no. 12 (january june 2016) 70 mayer, r. e. & moreno, r. (1998). a split attention effect in multimedia learning: evidence for dual processing systems in working memory. journal of educational psychology, 90, 312-320. mousavi, s., low r. & sweller, j. (1995). reducing cognitive load by mixing auditory and visual presentation modes. journal of educational psychology, 87, 319-334. nation, i. s. p. (2001). learning vocabulary in another language. cambridge: cambridge university press. omaggio, a. c. (1979). pictures and second language comprehension: do they help? foreign language annals, 12(2), 107-116. oxford, r., & crookall, d. (1990). vocabulary learning: a critical analysis of techniques. tesl canadian journal, 7(2), 9-30. paivio, a. (1990). mental representation: a dual-coding approach. oxford, uk: oxford university press. read, j. (2004). research in teaching vocabulary. annual review of applied linguistics, 24(1), 146-161. rott, s., williams, j., & cameron, r. (2002). the effect of multiplechoice l1 glosses and input-output cycles on lexical acquisition and retention. language teaching research, 6(3), 183-222. svenconis, d. j., & kerst, s. (1995). investigating the teaching of second-language vocabulary through semantic mapping in a hypertext environment. calico journal, 12 (2/3), 33-57. zimmerman, c. b. (1997). do reading and interactive vocabulary instruction make a difference? an empirical study. tesol quarterly, 57(1), 121-140. a comparison of the effect of text-picture karbalaei no. 12 (january june 2016) no. 12 (january june 2016) 71 authors *alireza karbalaei earned his phd in tefl from mysore university in india. he is a faculty member of farhangian university in iran and head of the english department at the kish international branch. he is working as an editorial member of different international journals. his main research areas include reading strategies, affective variables, language acquisition and learning, tefl, and tesl. dr. karbalaei has published 60 papers on these subjects in various journals. *ali sattari obtained his ma in tefl in the qeshm international branch. he has been teaching english at high school in hormozgan province. *ziba nezami obtained her ma in tefl in maraghe azad university. she is the translator of the nursing and midwifery department of tabriz university. she is currently is teaching at different english language institutes in tabriz. a comparison of the effect of text-picture karbalaei no. 12 (january june 2016) no. 12 (january june 2016) 125 exploring the effects of teachers’ and learners’ conflicting beliefs on the provision of corrective feedback during undisturbed classroom interactions1 explorando los efectos de las creencias conflictivas de maestros y alumnos sobre la provisión de retroalimentación correctiva durante las interacciones de clase sin perturbaciones edgar emmanuell garcia-ponce, irasema mora-pablo2* universidad de guanajuato, méxico abstract extensive research literature suggests that corrective feedback (cf), when effective, has a beneficial impact on the development of learners’ interlanguage. this is because cf provides learners with language data concerning the correctness of their utterances and thus pushes their oral production towards greater clarity, accuracy and comprehensibility. however, cf has been found to be considerably scarce during classroom interactions. in an attempt to understand its scarcity, the present study investigates the interplay between the amount of cf provided by teachers and learner peers and the effects of their beliefs during uncontrolled classroom interactions at a mexican university. by combining data collected from recorded classroom interactions, teacher interviews and learner focus groups, the findings show that there was a considerable number of errors which were avoided and not corrected by the teachers and learners during the classroom interactions. the findings also suggest that the scarcity of cf was in response to the teachers’ and learners’ conflicting beliefs about cf. this study provides a great opportunity to direct research towards the effects of 1 received: may 30th 2017/ accepted: november 17th 2017 2 ee.garcia@ugto.mx , imora@ugto.mx learners’ voice in academic writing efl gist education and learning research journal. issn 1692-5777. no.15. (july december) 2017. pp. 125-148. no. 15 (july december, 2017) no. 15 (july december, 2017) 126 teachers’ and learners’ beliefs on providing and receiving cf during classroom interactions, and find ways through which a socio-affective climate can be promoted in the language classroom in order to facilitate the provision of cf. keywords: accuracy, classroom interactions, corrective feedback, english as a foreign language, teacher and learner beliefs resumen un gran número de investigaciones han argumentado que la retroalimentación correctiva es de beneficio para el desarrollo del interlenguaje de los estudiantes. esto se debe a que dicha retroalimentación facilita información sobre la precisión de sus estructuras lingüísticas y promueve que su producción oral sea más clara, precisa y comprensible. sin embargo, estudios empíricos han encontrado que la retroalimentación correctiva es considerablemente escasa durante interacciones en el salón de clase. con la intención de entender su escasez, el presente estudio indaga sobre la relación entre la cantidad de retroalimentación correctiva (facilitada por maestros y estudiantes) y sus creencias en salones de clase de una universidad mexicana. al combinar datos recolectados de interacciones en salones de clase, entrevistas con maestros y grupos focales con alumnos, los resultados corroboran que hubo un número considerable de errores que no fueron atendidos y corregidos por los maestros y estudiantes durante las interacciones. los hallazgos también sugieren que la escasez de la retroalimentación correctiva se debe a la influencia de sus creencias. este estudio presenta una gran oportunidad de dirigir esfuerzos para investigar los efectos de las creencias de los maestros y estudiantes en la provisión de la retroalimentación correctiva y para encontrar alternativas que promuevan un ambiente socioafectivo en el salón de clase que permita la provisión efectiva de la retroalimentación correctiva. palabras clave: creencias de maestros y estudiantes, retroalimentación correctiva, inglés como lengua extranjera, precisión, interacciones de clase. resumo um grande número de pesquisas tem argumentado que a retroalimentação corretiva é de benefício para o desenvolvimento da inter-linguagem dos estudantes. isto se deve a que mencionada retroalimentação facilita informação sobre a precisão de suas estruturas linguísticas e promove que a sua produção oral seja mais clara, precisa e compreensível. porém, estudos empíricos encontraram que a retroalimentação corretiva á consideravelmente escassa durante interações na sala de aula. com a intenção de entender a sua escassez, o presente estudo indaga sobre a relação entre a quantidade de retroalimentação corretiva (facilitada por professores y estudantes) e suas crenças em salas de aula de uma universidade mexicana. ao combinar dados recolhidos de corrective feedback during classroom interactions garcía-ponce & mora-pabloefl no. 15 (july december, 2017) no. 15 (july december, 2017) 127 interações em salas de aula, entrevistas com professores e grupos focais com alunos, os resultados corroboram que houve um número considerável de erros que não foram atendidos e corregidos pelos professores e estudantes durante as interações. as descobertas também sugerem que a escassez da retroalimentação corretiva se deve à influência das suas crenças. este estudo apresenta uma grande oportunidade de dirigir esforços para pesquisar os efeitos das crenças dos professores e estudantes nas provisões da retroalimentação corretiva e para encontrar alternativas que promovam um ambiente sócio afetivo na sala de aula que permita a provisão efetiva da retroalimentação corretiva. palavras chave: crenças de professores e estudantes, retroalimentação corretiva, inglês como língua estrangeira, precisão, interações de aula. corrective feedback during classroom interactions garcía-ponce & mora-pabloefl no. 15 (july december, 2017) no. 15 (july december, 2017) 128 introduction the role of corrective feedback (henceforth cf) has been acknowledged in most second language theories and language pedagogy since it is viewed as language data that fosters linguistic accuracy and language learning (ellis, 2009). over the past three decades, extensive research has corroborated the beneficial effects of cf on learners’ language development (see nicholas, lightbown & spada, 2001; russel, 2009; sheen, 2001). based on this evidence, we can thus assume that there is no reason why teachers and learners should avoid providing cf in the language classroom. however, recent empirical studies suggest that the provision of cf is scarce during classroom interactions, despite teachers’ and learners’ stated value of it. it may seem possible that there is an interrelated set of instructional, interactional, practical and perceptual factors that compel teachers and learners to avoid providing and receiving this language data concerning the accuracy of their utterances. by combining interactional (from recorded classroom interactions) and perceptual (from teacher interviews and learner focus groups) data, the present study aims to develop an understanding of the interplay between the amount of cf that is provided during classroom interactions led by teachers (teacher-led interactions) and learners (peer interactions) and the effects of teachers’ and learners’ beliefs. due to practical constraints, the study is unable to encompass all the classroom factors that have effects on providing or avoiding cf. rather, it intends to determine the impact of teachers’ and learners’ beliefs on the provision of cf, and thus provide new insights into how these perceptual factors can be oriented towards enhancing its provision during classroom interactions. the study is guided by three research questions (rqs): rq1: what is the amount of corrective feedback during uncontrolled classroom interactions led by the teachers and learner peers? rq2: to what extent do teachers’ and learners’ beliefs influence the provision of corrective feedback during these interactions? rq3: what can be learned from rqs 1 and 2 in order to enhance the provision of corrective feedback? corrective feedback during classroom interactions garcía-ponce & mora-pabloefl no. 15 (july december, 2017) no. 15 (july december, 2017) 129 literature review in the classroom, there can be two types of feedback: positive and negative feedback. positive feedback signals the veracity of the content of a learner’s response or the correctness of an utterance (ellis, 2009). negative feedback, on the other hand, is language information provided by teachers or learner peers for learners to signal that their utterance lacks veracity or linguistic correctness (ellis, 2009; walsh, 2011). in other words, this latter feedback is other-initiated repair and corrective in nature. cf consists of: • an indication that an error has been committed, • provision of the correct target language form, and • metalinguistic information about the nature of the error, or any combination of these (ellis, loewen & erlam, 2006; cited in ellis, 2009). due to the asymmetrical roles in classroom interactions, the provision of cf is a ritual that is mostly initiated by teachers (walsh, 2006, 2011, 2013). both language teachers and researchers have paid careful attention to cf because cf promotes language learning (see ellis, 2009; ellis, loewen & erlam, 2006; garcía mayo & pica, 2000; mcdonough, 2004; walsh, 2006, 2011, 2013; to name just a few). in particular, cf is claimed to provide learners with opportunities to metalinguistically reflect on the clarity, accuracy, and comprehensibility of their output (martínez-flor, 1999; mcdonough, 2004), as well as opportunities to correct wrong language hypotheses and prevent errors from being fossilised (swain, 2005). it has been also argued that cf can be beneficial – when its initiation and moves to provide it are embedded in a collaborative interaction during which teachers and learners provide jointly owned affordances to solve linguistic problems (rassaei, 2014; swain & susuki, 2008). despite arguments that there is no reason why erroneous utterances should not be corrected in l2 classrooms, language teachers and researchers frequently disagree on the following conflicting actions regarding the provision of cf: 1. what errors to correct. 2. how and when to correct errors. 3. whether to correct errors, interrupt the interaction and avoid interlanguage fossilization. 4. whether to omit the error, continue with the interaction and maintain learners’ face. corrective feedback during classroom interactions garcía-ponce & mora-pabloefl no. 15 (july december, 2017) no. 15 (july december, 2017) 130 it has been found that the fourth action is motivated when learners perceive cf as face-threatening (yoshida, 2013a), evaluative (allwright & bailey, 1991), or a communication failure (tsui, 1995). learners’ perceptions of cf as face-threatening information, in influencing emotions, have significant effects on their self-concepts and perceived self-efficacy (e.g., learners’ self-perceptions of limited linguistic competence, poor pronunciation, limited vocabulary, etc.), which in some cases may deter them from fully participating and thus developing the target language (tsui, 1995; wesely, 2012). in light of the possibility that cf during classroom interactions may be perceived by learners as face-threatening and thus limit their oral production, research literature has suggested alternative techniques for providing learners with cf or information concerning their accuracy. for example, hendrickson (1978) suggests that teachers should only correct those errors that 1) hinder communication significantly; 2) have highly stigmatising effects; and 3) occur frequently in learners’ speech. tsui (1995) warns that teachers should not correct every error since it may discourage learners from answering questions and participating in future interactions. however, the immediate issue that emerges from an avoidance approach to providing cf is that learners’ opportunities to develop metalinguistic knowledge and push their utterances towards greater accuracy would be limited. in particular, this approach would also limit negotiations for meaning during which (implicit or explicit) cf is facilitated. it seems possible that the provision of cf in the language classroom is enhanced if research efforts are oriented towards understanding the perceptual factors that motivate learners’ perceptions of cf as facethreatening and thus limitations in its provision. therefore, the present study attempts to gain insights into the interplay between the amount of cf in uncontrolled classroom interactions and teachers’ and learners’ beliefs about cf with a view to enhancing the opportunities to provide learners with more effective cf in the language classroom. methodology the present study resided in an exploratory and naturalistic inquiry which adopts a multiple data-gathering approach with a view to developing an understanding of the participants’ classroom practices and meanings (lillis, 2008). the data collection instruments were: for interactional data: 1) recorded classroom interactions for perceptual data: 2) teacher interviews and 3) learner focus groups corrective feedback during classroom interactions garcía-ponce & mora-pabloefl no. 15 (july december, 2017) no. 15 (july december, 2017) 131 the rationale behind the use of the above instruments is that interactional and perceptual data provide insights into the interplay between classroom interactional behaviour and beliefs (wesely, 2012). moreover, these research instruments not only allow a thick description of what may prove to be potentially significant, but also help researchers maintain an openness to what may be important to the participants (lillis, 2008). research context and participants the present study took place at a university located in the centre of mexico. in this teaching and learning context, learners take subjects which train them to become language teachers or translators after a five-year ba programme. however, it is common in this context that most learners opt to major in efl teaching. learners are also expected to learn english throughout the programme. specifically, the study was conducted in three classrooms at basic, intermediate, and advanced levels. learners in courses at basic and intermediate levels practise english during six hours per week. at advanced levels, learners study english during five hours per week. the reason why this university decided to reduce the number of hours at advanced levels was to encourage learner autonomy outside the classroom. the total number of learners who voluntarily accepted to participate in the study was 63 (17 at the basic level; 26 at the intermediate level; and 20 at the advanced level). all the learners were mexican, their age ranged from 18 to 24 years, and their l1 was spanish. most of the learners had studied english before starting their university studies. some of them came from state schools, where language exposure ranges from four to five hours per week. a low number of learners had studied english in private schools, where the language is practiced from 15 to 20 hours per week. the teachers were also invited to participate in the study and accepted under no obligation. the three teachers were women, born and raised in mexico, and their mother tongue was spanish. they all stated that they had been learning english for 18 or more years, and teaching it for 11 or more years. data collection instruments classroom interactions at the three proficiency levels are claimed to provide a detailed and comprehensive description of teachers’ and learners’ interactional behaviour in a naturally-occurring way (larsenfreeman & long, 1991). following this claim, the interactions were corrective feedback during classroom interactions garcía-ponce & mora-pabloefl no. 15 (july december, 2017) no. 15 (july december, 2017) 132 recorded in two sessions of 100 minutes approximately at each proficiency level. in total, 600 minutes of classroom interactions were recorded, 200 minutes approximately from each proficiency level. after having recorded the interactions, the data were then transcribed completely, and segmented into teacher-led interactions (tlis) and peer interactions (pis). teacher interviews were included in this study in order to understand how the teacher participants make sense of the provision of cf in relation to the context which they inhabit (snape & spencer, 2003). the teacher interviews were conducted by one of the researchers, after the recorded classroom interactions. in order to guide the interviews, a list of ten questions was used to understand the teachers’ beliefs and practices regarding cf. in the case of the learner focus groups, gibbs (1997) maintains that they allow insights into people’s beliefs, attitudes and values from individual as well as group perspectives. this was of particular relevance for the study which seeks to investigate the extent to which learners’ beliefs influence the provision of cf. thus, three focus groups were carried out with five learners from each proficiency level. they were selected randomly from the teachers’ attendance list, and invited to participate free of obligation. they all agreed to participate in the focus groups which were arranged at their convenience. a list of 10 questions was used to facilitate and guide the oral interactions between the researcher and learners. the teacher interviews and learner focus groups lasted around 20 minutes. they both were conducted in spanish so as to avoid the learners’ anxiety about the correctness of their utterances in the l2. for analysis purposes, the oral interactions during the interviews and focus groups were recorded and transcribed in their entirety. all participants were informed of their right to withdraw at any time, and provided consent to participate. complying with their right to be protected from identification, the learners’ names and identities were carefully anonymised in the data. instead, abbreviations and pseudonyms are used. the word ‘learner’ (or letter ‘l’) and an identification number, e.g., learner 5 are used to refer to learners in the extracts. in the case of teachers, pseudonyms are also used to refer to the teachers: maría for the teacher at the basic level, tanya for the teacher at the intermediate level, and aranza for the teacher at the advanced level. corrective feedback during classroom interactions garcía-ponce & mora-pabloefl no. 15 (july december, 2017) no. 15 (july december, 2017) 133 data analysis and interpretation according to ellis (2006, 2009) and lyster (2004), moves to provide cf can be classified in the following way: table 1. taxonomy of cf moves input-providing recast output-prompting repetition clarification request therefore, the study investigates the incidence of recasts, repetitions and clarification requests that were initiated during the tlis and pis at the three proficiency levels. in order to identify these moves in the uncontrolled tlis and pis, it was necessary to find the cf episodes which involve a trigger, feedback and (optionally) uptake (see ellis, 2009), as shown in the following example: trigger l11: //the woman … call a taxi// feedback t: the woman? potential uptake l11: //calls a taxi// once identified, we classified each feedback move following the specifications summarised in table 2. table 2. cf moves move 1.clarification requests 2. repetitions 3. recasts specification these are mostly whor bipolar questions which are initiated to elicit clarification or new information of the interlocutor’s preceding utterance(s) (long, 1980; ellis, 2009; tedick & gortari, 1998). language information which is provided to reshape another speaker’s utterance (ellis, 2009; tedick & gortari, 1998). these are the most common types of feedback moves which usually contain an additional feature, for example, stress or lengthening of a segment, questioning intonation, etc. (chaudron, 1988). these are reformulations which are initiated to reshape or refine all or part of others’ utterances (walsh, 2006). recasts need to 1) contain content words of a preceding incorrect utterance; 2) reshape utterances in a phonological, syntactic, morphological or lexical way (braidi, 2002); and 3) focus on meaning rather than form (long & robinson, 1998). corrective feedback during classroom interactions garcía-ponce & mora-pabloefl no. 15 (july december, 2017) no. 15 (july december, 2017) 134 because the purpose of the study was not to test hypotheses but to explore the incidence of cf, the interactional data were calculated using simple totals and ratios. firstly, the total numbers were obtained by counting the instances when cf was provided and the moves that triggered them. secondly, ratios were calculated by dividing the total number of each move per the total minutes of each tli or pi. in order to understand the amount of errors that were attended during the interactions, we also counted the total number of errors, and calculated ratios by dividing the total number of errors per the total minutes of each tli and pi. prior to this analysis, we needed to establish what constituted an error. the following criteria were then coded for identifying and counting errors: • errors in word selection • errors in morphology • errors in syntax • errors in pronunciation • false starts, hesitations and self-corrections were excluded. the perceptual data from the interviews and focus groups were analysed following a meaning categorisation which is believed to facilitate the identification of patterns, themes and meaning (berg, 2009). this involved identifying extracts manually, and attributing them to theme categories and sub-categories which emerged from the data: perceptions about cf • positive attitudes towards cf • perceived benefits of cf • negative attitudes towards cf • teachers avoiding corrections perceived nature of cf • types of cf moves • cf at word level • no perceived need for cf • cf moves not initiated by learners • face-threatening cf • more cf episodes in pis corrective feedback during classroom interactions garcía-ponce & mora-pabloefl no. 15 (july december, 2017) no. 15 (july december, 2017) 135 results in order to address rq1 (i.e., what is the amount of corrective feedback during uncontrolled classroom interactions led by the teachers and learner peers?) and rq2 (i.e., to what extent do teachers’ and learners’ beliefs influence the provision of corrective feedback during these interactions?), this section firstly discusses the findings into the amount of cf at the three proficiency levels. it then explores the influence that the teachers’ and learners’ beliefs exerted on this amount. overall, the interactional evidence shows a considerable proportion of errors which went unnoticed or omitted by the teachers and learner peers, and a low number of cf moves to address them during the interactions at the three proficiency levels. the perceptual data suggests that the teachers’ and learners’ beliefs about cf are conflicting and important perceptual factors that heavily influenced the provision of cf. results of interactional data the findings of the interactional data are summarised in tables, and are presented by kind of interaction (tli or pi) at each proficiency level. the first two tables show the number of errors per minute and ratios of cf moves at the basic level: table 3. number of errors and cf moves during tlis at basic level table 3 shows that the number of cf moves per minute tends to be low compared to the number of errors per minute that the basic learners committed during the five tlis. it can also be seen in this table that there is a trend towards clarification requests, ranging from 0.1 to 1.3 clarification requests per minute. however, in some tlis, there is an absence of some moves. for example, in tlis 1 and 3, there is a lack of repetitions. in the case of tlis 1, 2 and 4, there is omission of recasts. it was only during tlis 2-4 that the basic teacher and learners attended to all the errors. however, as we will see in the remainder of corrective feedback during classroom interactions garcía-ponce & mora-pabloefl no. 15 (july december, 2017) no. 15 (july december, 2017) 136 this section, the interactional data indicate that there was a high number of errors which were unnoticed or omitted, but a considerable scarcity of cf moves during the tlis and pis at the intermediate and advanced levels. this was also the case of the basic pis: table 4. number of errors and cf moves during pis at basic level as in the tlis, table 4 shows that there is a high proportion of errors per minute to which a low amount of cf was provided, as indicated by the cf moves per minute during these interactions led by learner peers. for example, during pi 1, 3.6 errors per minute were committed, but only 0.6 clarification requests per minute were initiated to address them. moreover, there is a tendency towards a greater number of clarification requests (a range of 0.6 to 1.5 clarification requests per minute) than repetitions and recasts. it can also be seen from this table that there is a scarcity of repetitions, and a tendency of recasts in some pis (pis 2-5). similar to the tlis and pis at the basic level, tables 5 and 6 show that despite a high number of errors, there was a considerable scarcity of some cf moves across the intermediate interactions. table 5. number of errors and cf moves during tlis at intermediate level corrective feedback during classroom interactions garcía-ponce & mora-pabloefl no. 15 (july december, 2017) no. 15 (july december, 2017) 137 in table 5, it is evident that the number of cf moves per minute is lower than the number of errors per minute, indicating again that there was a high number of errors which were omitted by the intermediate teacher and learners. this table also shows that there is a low proportion of cf moves across the intermediate tlis, with a clear tendency towards clarification requests. in the case of the pis, the data indicates a greater scarcity of cf moves than in the tlis: table 6. number of errors and cf moves during pis at intermediate level as in previous interactions, table 6 indicates that there is a low number of cf moves compared to the number of errors that were committed during these learner-led discussions. due to the high number of errors during these and previous teacherand learner-led interactions, it seems possible that there are more pressing factors that compel these teachers and learners to avoid providing cf during the interactions despite the high number of errors. it can also be seen in table 6 that there was a low number of cf moves per minute across the six pis. again, clarification requests tended to be initiated more than repetitions and recasts. the following table shows the absence of errors and therefore the initiation of cf moves at the advanced tlis: table 7. number of errors and cf moves during tlis at advanced level corrective feedback during classroom interactions garcía-ponce & mora-pabloefl no. 15 (july december, 2017) no. 15 (july december, 2017) 138 in exploring these two tlis, it was possible to observe the lack of learners’ opportunities to contribute to the classroom discourse with freer and more elaborate utterances. it was the teacher who controlled these interactions; learners only had opportunities to respond to the teacher’s elicitations centred on grammar practice. this lack of opportunities to contribute to the classroom discourse with more creative utterances may explain the absence of errors and thus cf moves. this suggestion is supported by the advanced pis, during which learners were responsible of the discourse, and had more opportunities to experiment with the language, having perhaps an impact on the number of errors that they committed. table 8. number of errors and cf moves during pis at advanced level as shown in table 8, there is a considerable amount of errors for which a limited number of cf moves was initiated. for example, 7.7 and 7.6 errors per minute were committed during pis 1 and 2, respectively, but only 0.1 and 0.5 cf moves per minute were initiated to attend to these errors. as at previous proficiency levels, the advanced learners during these interactions opted to initiate clarification requests. overall, the above interactional data firstly showed a high proportion of errors which was not attended. in other words, there was a high number of errors which went unnoticed or avoided by the teachers and learner peers. the issue that emerges from this evidence is that the learners had fewer opportunities to notice erroneous utterances and thus push their oral production to be more accurate and comprehensible. the data also indicated that there was a varied, but low number of cf moves initiated by the teachers and learner peers across the interactions at the three proficiency levels. among the cf moves, it was clarification requests which tended to be initiated. it is possible that the teachers and learner peers relied more on clarification requests than repetitions and recasts because clarification requests were used as moves which provided cf but in an indirect way. that is, when an corrective feedback during classroom interactions garcía-ponce & mora-pabloefl no. 15 (july december, 2017) no. 15 (july december, 2017) 139 error was committed, the teachers and learner peers tended to initiate elicitations to signal that there was the presence of an erroneous utterance, but without modifying or correcting the utterance as in the case of repetitions and recasts. it seems possible that there are more pressing concerns or factors that compelled these teachers and learners not to initiate cf moves to attend to the high number of errors. particularly, the teachers’ and learners’ beliefs as important perceptual factors may reveal the motivation behind this avoidance strategy, and possible ways through which the teachers and learners can be assisted in providing cf and thus benefitting from greater opportunities to develop the target language. the following section attempts to address this. teachers’ and learners’ beliefs about cf during the teacher interviews and learner focus groups, various points concerning cf were suggested by the participant teachers and learners. in general, the three teachers claimed that they embrace the value of cf as a strategy for teaching and learning the target language, for example: extract 1 quote by maría (basic level) “it [cf] may be significant for them, like having an alarm to correct. then, they can produce the same sentence and if they make the same mistake, they will be able to correct it.” extract 2 quote by tanya (intermediate level) “it is a matter of giving you my [corrective] feedback so that you in the future see which one is the standard. then, making for the whole class, you realise that the learners are aware and say: ‘i can use this in this situation, and the other in another situation’ and all the class benefits from this [feedback].” maria’s and tanya’s statements clearly reveal their positive attitudes towards providing cf during classroom interactions. these statements also indicate perceived benefits for learners’ self-corrections. interestingly, they perceived that cf was beneficial not only for the learners to whom corrections are directed, but also to the whole class corrective feedback during classroom interactions garcía-ponce & mora-pabloefl no. 15 (july december, 2017) no. 15 (july december, 2017) 140 (for a discussion about this, see havranek, 2002; muranoi, 2000). the 15 learners during the focus groups also suggested responses which reveal positive attitudes towards providing and receiving cf. for example, learner 5 (basic level) said: “i think it is good that she corrects us.” however, the responses of the three teachers, one learner at the basic level and the five learners at the advanced level suggested that cf was scarce or absent during classroom interactions, as borne out by the interactional data. for example, in “we need that the teacher starts to correct us,” learner 1’s (basic level) suggestion points to a perceived scarcity of cf during the classroom discussions. this perceived scarcity is corroborated by aranza’s statement: “i seldom correct while they are speaking, […] i rarely correct them during classroom discussions.” the teachers’ responses point to one main reason that motivated this avoidance: extract 3 quote by aranza (advanced level) “maybe they are fluent but with many mistakes. thus, i have decided not to correct them so as not to affect” extract 4 quote by tanya (intermediate level) “it is give them something positive, something not very positive and not tell them that their speaking was wrong, you may inhibit them and you could spoil the interactions.” aranza’s and tanya’s statements suggest the feeling that correcting learners’ oral mistakes inhibited them from speaking, as indicated in “not tell them that their speaking was wrong, you may inhibit them, and you could spoil the interactions.” the feeling that cf inhibited learners from interacting was shared by the learners during the focus groups, for example: extract 5 quote by learner 4 (advanced level) “some people may feel pressed while talking to the teacher for fear of being corrected or something like that.” corrective feedback during classroom interactions garcía-ponce & mora-pabloefl no. 15 (july december, 2017) no. 15 (july december, 2017) 141 again, learner 4’s statement suggests a feeling that cf had a negative impact on learners. it thus appears that the teachers’ and learners’ beliefs about cf were conflicting. that is, the teachers’ and learners’ beliefs about the importance of cf appear to have conflicted with their beliefs about negative effects of it on learners’ oral production, as suggested in aranza’s statement: “it is funny because everybody agrees to be corrected, but when you do correct them, they [learners] don’t like it that much.” as indicated in “i have decided not to correct them so as not to affect [speaking]” (aranza, extract 3), it seems that these conflicting beliefs influenced aranza’s teaching decisions not to correct learners’ oral mistakes. the other two teachers’ responses also suggest teaching decisions influenced by these conflicting beliefs: extract 6 quote by tanya (intermediate level) “they perceive it negatively and take it personal, like exposing them. there are people who take it (corrections) personal […] you need to find like tactics, it is a delicate topic.” tanya’s explanation again points to a perception that cf had negative effects on learners, even at a personal level. as suggested in “you need to find like tactics, it is a delicate topic,” we see a perception that the conflicting beliefs around cf influenced her teaching decisions. the following two extracts suggest how the teachers’ and learners’ conflicting beliefs around cf influenced the basic and intermediate teachers’ teaching and interactional behaviour: extract 7 quote by maría (basic level) “depending on the intimacy for them to express, interact and tell them at the end [of the classroom discussion] where they were wrong.” extract 8 quote by tanya (intermediate level) “the provision of feedback is personalised and without other learners […] then, you have the freedom to tell them their mistakes and advise them.” “[…] i now do it in a personalised way so as to avoid peer criticisms.” corrective feedback during classroom interactions garcía-ponce & mora-pabloefl no. 15 (july december, 2017) no. 15 (july december, 2017) 142 as suggested in maría’s and tanya’s statements, we again see beliefs that cf was perceived as face-threatening (as implied in “depending on the intimacy for them to express”), and had a negative impact on learners (as indicated in “i now do it in a personalised way so as to avoid peer criticisms”). these beliefs appear to have influenced the teachers’ teaching decisions to avoid providing cf during the classroom discussions, as indicated in “i now do it in a personalised way” and “tell them at the end [of the classroom discussions] where they were wrong.” discussions in exploring the interactional data, it was found that there was a high number of errors that were unnoticed or omitted by both the teachers and learner peers during the classroom interactions. the number of cf moves was considerable low during the discussions led by the teachers and learner peers across the three proficiency levels. among the three cf moves explored in this study, it was clarification requests which the teachers and learners tended to initiate during the discussions. the study was unable to determine the extent to which these cf moves were effective in providing feedback which leads to uptake. however, we put forward the argument that the teachers and learners decided to initiate mostly clarification requests since they involve less face-threatening interactional work which, implicitly, encourage learners to reshape their own erroneous or unclear utterances. it is possible that the other two cf moves were perceived by the teachers and learner peers as facethreatening moves. based upon the evidence that cf moves were scarce during classroom discussions, the study found that the teachers’ and learners’ beliefs about cf were conflicting. that is, the teachers and learners valued the role of cf, but it was perceived by both teachers and learners to inhibit learners and thus limit their oral production. this thus implies that providing information concerning the correctness of learners’ utterances and thus push them towards greater accuracy may have been perceived as face-threatening or as a sign of incompetence to speak the target language. this is in accord with cathcart & olsen (1976) and allwright & bailey (1991), who also found classroom perceptions of oral corrections as face-threatening, despite the fact that learners claimed to value them (cathcart & olsen, 1976). however, the findings of this study suggest that it was actually the teachers’ and learners’ conflicting beliefs about cf which influenced teachers’ and learners’ behaviour, resulting in an avoidance strategy to save the learners’ face. corrective feedback during classroom interactions garcía-ponce & mora-pabloefl no. 15 (july december, 2017) no. 15 (july december, 2017) 143 based on the above interactional and perceptual data, and in addressing rq3 (i.e., what can be learned from rqs 1 and 2 in order to enhance the provision of corrective feedback?), it thus seems that the frequency and effectiveness of cf and its moves reside not only in teachers’ and learners’ value of them as opportunities which promote language learning, but also in their willingness to provide and receive strategic and supportive language data concerning the correctness of their utterances and thus promote others’ language development. drawing on the evidence that the teachers and learners of the study were able to reflect on their teaching, learning and interactional behaviour during classroom discussions, it may seem possible that this reflection ability may be directed towards the socio-affective climate between teachers and learners and learner peers, and the ways through which they can be encouraged to develop a positive attitude and behaviour towards initiating and receiving cf. this suggestion is supported by naughton (2006), who contends that the most relevant classroom discussions to interlanguage development is that in which teachers and learners share a need and desire to understand each other, and learn from them. as suggested by naughton (2006), classroom discussions can be exploited through a classroom climate in which challenging or modifying others’ utterances is not social taboo. under these conflicting circumstances, yang and kim (2011) raise the need to align teachers’ and learners’ beliefs with interactional behaviour that is more effective for classroom practices. in line with this, yoshida (2013) contends that teachers and learners can be assisted in breaking away from classroom behaviour influenced by their conflicting beliefs in order to promote the development and appropriation of new beliefs consistent with more effective teaching and learning practices. we might thus explore the possibility that opportunities to provide cf can be enhanced if teachers and learners are assisted in mediating their beliefs and other cognitive factors through awareness-raising processes (e.g., advice from tutors on more effective interactional behaviour, or reflective procedures) (see, for example, navarro & thornton, 2011; yang & kim, 2011; yoshida, 2013). these processes can assist them in raising an awareness of the interplay between actions and beliefs, resulting in co-constructed beliefs which have a beneficial impact on the socio-affective climate of classrooms and teachers’ and learners’ interactional behaviour (li & lian, 2012; yang & kim, 2011; yoshida, 2013), in this case, opportunities to provide and receive cf in both tlis and pis. in the language classroom, teachers need not abandon the provision of cf; its use during classroom interactions maximises learners’ opportunities to be exposed to information concerning the corrective feedback during classroom interactions garcía-ponce & mora-pabloefl no. 15 (july december, 2017) no. 15 (july december, 2017) 144 accuracy of their utterances (rassaei, 2014). teachers should make a conscious use of feedback in relation to the pedagogic goal of the moment (tsui, 1995; walsh, 2013). that is, teachers need to be aware of the effects of these moves, and use them depending on the aim of the teaching practice. in order to avoid learners’ loss of face, rassaei (2014) suggests that the provision of cf needs to be performed collaboratively, in a way that encourages learners to produce language and assists them in negotiating and solving their erroneous utterances. conclusions and further research the primary aim of the present study was to explore the interplay between the amount of cf and teacher and learner beliefs around this corrective language data. the study resided in a naturalistic as well as exploratory enquiry in order to understand better teaching and learning practices without controlling classroom variables. the study firstly found that the amount of cf, indicated by clarification requests, repetitions and recasts, was scarce or absent during the classroom discussions led by the teachers and learner peers, despite the high number of errors that were identified in the interactional data. in an attempt to understand this avoidance, the study found that the teachers’ and learners’ beliefs concerning cf were conflicting, and influential on teaching behaviour by avoiding these moves perceived by the teachers and learners as face-threatening. based on this evidence, the study puts forward the argument that in cases of low amount of cf, teachers’ and researchers’ attention should be directed towards the socio-affective climate in the language classroom where cf is seen not only as beneficial, but also as necessary to promote learners’ interlanguage development. as in any exploratory study, further research should be conducted in order to generalise from the findings of this study. research should explore the interplay between the nature of cf and the influence of teachers’ and learners’ beliefs in teaching practices with several aims. it would be interesting to know whether awareness-raising processes have a beneficial impact on the amount and quality of cf during classroom interactions. however, it is hoped that this study is useful for 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(2012). learner attitudes, perceptions, and beliefs in language learning. foreign language annals, 45(s1), 98-117. yang, j. s. & kim, t.y. (2011). sociocultural analysis of second language learner beliefs: a qualitative case study of two studyabroad esl learners. system, 39(3), 325–334. yoshida, r. (2013). conflict between learners’ beliefs and actions: speaking in the classroom. language awareness, 22(4), 371-388. corrective feedback during classroom interactions garcía-ponce & mora-pabloefl no. 15 (july december, 2017) no. 15 (july december, 2017) 148 authors *edgar emmanuell garcía holds an ma in applied linguistics (uaemex, mexico), and a phd in english language teaching and applied linguistics (university of birmingham, uk). his research interests are centred on the interplay between classroom interactions and teacher and learner beliefs. he currently teaches in ba in tesol and ma in applied linguistics of english language teaching at the departamento de lenguas, universidad de guanajuato. irasema mora pablo holds an ma in applied linguistics (universidad de las américas-puebla) and a phd in applied linguistics (university of kent, uk). she coordinates the the master’s in applied linguistics of english language teaching at the universidad de guanajuato. she is a member of the national system of researchers (sistema nacional de investigadores) and her research interests are bilingual studies, identity and nativespeakerism. corrective feedback during classroom interactions no. 15 (july december, 2017) no. 15 (july december, 2017) 67 peer feedback in anonymous peer review in an efl writing class in spain1 retroalimentación entre pares en un proceso de revisión anónima por pares en un curso de escritura de inglés como lengua extranjera en españa robert a. coté2* university of arizona, tucson, usa abstract the present study reports the results of a process of peer feedback through anonymous peer review in an efl writing class. numerous studies have reported on the benefits of peer review (pr) in the esl/efl writing classroom. however, the literature also identifies social issues that can negatively affect the outcome of face-to-face pr. in this study, twenty-five students were enrolled in an expository writing class in an intensive english program (iep) of a private, american university in madrid, spain, where they attended 25 contact hours of english per week and experienced anonymous, or blind, peer review (pr). it was hoped that removing social interferences would force the participants to focus on the type and number of corrections they made to an unknown classmate’s essay and as well as increase the type and number of corrections s/he incorporates into her/his original essay. results indicate that writers accepted most of the changes proposed by the pr process (70%), an acceptance rate unprecedented in other studies. keywords: anonymous peer review, efl, writing error correction resumen el presente estudio reporta los resultados de un proceso de retroalimentación entre pares mediante el proceso de revisión anónima por pares en un curso de escritura de inglés como lengua extranjera. se han realizado numerosos estudios sobre los beneficios de la revisión por pares en los cursos de escritura de inglés como segunda lengua / inglés como lengua extranjera. sin embargo, la literatura 1 received: july 7, 2014 / accepeted: october 6, 2014 2 rcote@email.arizona.edu gist education and learning research journal. issn 1692-5777. no. 9, (julydecember) 2014. pp. 67-87. the use of first language no. 9 (july december 2014) no. 9 (july december 2014) 68 también identifica diversos aspectos sociales que pueden afectar negativamente el resultado de la revisión por pares cara a cara. en este estudio, 25 de los estudiantes se matricularon en un curso de escritura expositiva en un programa de inglés intensivo de una universidad estadounidense con sede en madrid, españa. los estudiantes asistieron a 25 horas de instrucción en inglés por semana con la finalidad de aprovechar al máximo los beneficios de la revisión por pares anónimos o doble ciego. se esperaba que al reducir las interferencias sociales, los participantes estarían obligados a enfocarse en el tipo y número de correcciones realizadas en el ensayo por un compañero anónimo, así como para mejorar el tipo y número de correcciones que el par incorpora en el ensayo original. los resultados indicaron que los escritores aceptaron la mayoría de los cambios sugeridos por el par en el proceso de revisión (70%), lo cual indica que se presenta una tasa de aceptación sin precedentes en el área de estudio. palabras clave: revisión por pares anónima; inglés como lengua extranjera; corrección de errores en la redacción de textos resumo o presente estudo reporta os resultados de um processo de retroalimentação entre pares mediante o processo de revisão anônima por pares em um curso de escritura de inglês como língua estrangeira. foram realizados numerosos estudos sobre os benefícios da revisão por pares nos cursos de escritura de inglês como segunda língua / inglês como língua estrangeira. entretanto, a literatura também identifica diversos aspectos sociais que podem afetar negativamente o resultado da revisão por pares cara a cara. neste estudo, 25 dos estudantes se matricularam em um curso de escritura expositiva em um programa de inglês intensivo de uma universidade estadunidense com sede em madrid, espanha. os estudantes assistiram a 25 horas de instrução em inglês por semana, com a finalidade de aproveitar ao máximo os benefícios da revisão por pares anónimos ou duplo cego. esperava-se que ao reduzir as interferências sociais, os participantes estariam obrigados a enfocar-se no tipo e número de correções realizadas no ensaio por um colega anônimo, assim como para melhorar o tipo e número de correções que o par incorpora no ensaio original. os resultados indicaram que os escritores aceitaram a maioria das mudanças sugeridas pelo par no processo de revisão (70%), o qual indica que se apresenta uma taxa de aceitação sem precedentes na área de estudo. palavras chave: revisão por pares anônima; inglês como língua estrangeira; correção de erros na redação de textos peer feedback in anonymous peer review coté no. 9 (july december 2014) no. 9 (july december 2014) 69 introduction incorporating peer review (pr) in efl writing classrooms is not a novel concept, and the traditional responsibility of the instructor providing feedback is often carried out by peers. such classroom dynamics are proving to be very beneficial for the students. rollinson (2005) explains, “in recent years, the use of peer feedback in esl writing classrooms has been generally supported in the literature as a potentially valuable aid for its social, cognitive, affective, and methodological benefits” (p. 23). one of the primary concerns with pr, however, is that factors other than target language competence, including race, native language, gender, and nationality may affect its intended outcomes. therefore, this study incorporated anonymous, or blind, pr to avoid bias and produce feedback based solely on the text itself and not its author. the qualitative data hails from a biographical survey and likert-based questionnaires (see appendix) and includes participant characteristics such as nationality, age, gender, first language(s), major, years of english study, academic performance, personality traits, and personal comments about pr. the quantitative data, based on the 490 suggested essay corrections the students collectively offered to one another during the pr, includes the type and number of questions and comments offered, the type and number of changes suggested categorized by type, size and function, and the type and number of changes accepted. additional quantitative data resulted from the coding of the two essays written by each participant and twe scores based on exams administered before and after the writing course. literature review brammer and rees (2007) report, “the process of having students critique each other’s papers has become commonplace in the composition classroom and in english composition textbooks” (p. 71), which has created a variety of scenarios in which non-native speakers (nns) are working together to develop target language skills. empirical studies have identified numerous benefits of pr, including clarifying ideas and improving rhetorical organization (berg, 1999); providing opportunities to give and receive advice and ask and answer questions (mendonça & johnson, 1994); making surface and meaninglevel changes (paulus, 1999); improving grammar and augmenting vocabulary (storch, 2005); and establishing and maintaining intersubjectivity between reader and writer (villamil & de guerrero, 1996, 1998, 2000, 2006). peer feedback in anonymous peer review coté no. 9 (july december 2014) no. 9 (july december 2014) 70 the literature also presents problems, yet does not often provide remedies. one troublesome aspect of peer collaboration is addressing students’ different cultural and linguistic backgrounds (foster, 1998; hewings & coffin, 2006; nelson & carson, 1998; zhu, 2001), not to mention age, race, gender and even religion, factors often deeply ingrained in the minds of students. levine et al. (2002) stated, “students may use culturally diverse rules for how much and what kind of criticism should be expressed” (p. 1). in addition, there is always the issue of power structure and politeness strategies. nelson & carson (1998) wrote, “socio-linguistic differences in expectations concerning amount of talk, the role of the speaker and listener, and politeness strategies contribute to high levels of discomfort in multicultural peer response groups” (p. 129). in this study, participants came from seven countries, spoke seven different first languages, and practiced four religions. for these reasons, anonymous pr was chosen to remove any possible biases and allow the students to focus solely on the text they would be correcting as opposed to personal characteristics of the author. methodology research design this study utilized a combination of research approaches, including ethnographic, action and participant observer. the criteria of ethnographic research, which “relies heavily on up-close, personal experience and possible participation, not just observation” (genzuk, 2003, p. 1), was met on several fronts. the researcher served as the academic advisor for all of the participants, taught some of their other esl classes, including grammar, and he was the instructor for the expository writing class in which the study took place, providing first-hand opportunities to interact with the participants daily in various contexts. in addition, the study utilized typical ethnographic research tools: interviews, observation, and documents. the researcher also employed action research, defined by craig (2009) as “typically conducted by teachers for teachers” (p. 4) and “a common methodology employed for improving conditions and practice in classrooms as well as other practitioner-based environments” (p. 3). this was done in order to determine, with empirical evidence, whether or not it is sensible to continue mandating pr in the esl/efl writing classroom if the negative attitude of some participants prevents them from conducting effective pr. peer feedback in anonymous peer review coté no. 9 (july december 2014) no. 9 (july december 2014) 71 finally, the researcher used participant observation, a process that requires “a researcher to become actively involved in the study of the environment and the parties who interact naturally with each other and with the environment” (craig, 2009, p. 5). the current study allowed the researcher to spend up to nine hours per day with the participants on the miniscule campus, allowing him to both observe and interact with them in many non-academic situations five days per week. most of the participants also lived in the same neighborhood as the researcher, so he also interacted with them during the evenings and occasionally on weekends in non-academic settings. as a result, although the microenvironment may have only been a 3-hour per week efl writing classroom, the macro-environments of a small college campus and a tight-knit madrid neighborhood also played important roles. context and participants because the students had not attained the minimum toefl or twe scores required to attend credit classes, they were enrolled in an intensive efl advanced writing class for three hours per week. their most recent twe scores ranged from 3.0 to 4.0, and their most recent paper-based toefl scores ranged from 443 to 593, with a class average of 513. the 25 participants, ages 18 to 25, came from various linguistic and cultural and were pursuing various degrees as shown in table 1. table 1. participants’ biographical descriptions peer feedback in anonymous peer review coté no. 9 (july december 2014) no. 9 (july december 2014) 72 data collection instruments participants were trained on how to conduct a pr on a multiparagraph cause and effect essay. before pr training, they completed a questionnaire on previous pr experiences to identify any predisposed positive or negative attitudes towards pr. students were also trained using a mock essay and liu and sadler’s (2000) examples of question types and comments that can be offered to a peer during review prior to reviewing a classmate’s essay. it was explained that the more explicit a comment or suggestion was, the more likely it would be understood by the author and help him/her to write a better second draft. although the training was time-consuming (4.5 hours), the students needed to experience peer editing firsthand in order to become proficient reviewers and assist their peers in creating a better final product, defined as one that contained fewer grammatical and organizational errors and whose ideas were clear to the reader. students were also encouraged to make positive comments. during the next class, some of the comments and suggestions they had made were shown to the students, and it was made clear that the author was not required to accept all suggested changes. next, the students attempted a pr for homework. everyone received a soft copy of an unknown student’s essay entitled “the causes and effects of war,” and was instructed to do a pr via track changes and inserting comments/questions. they brought their marked copy to the next class so that the researcher could see that they had done it successfully, and any issues could be resolved before going to the computer lab for the actual pr task. on the day of the actual pr task, participants were instructed to write a multi-paragraph essay either on the causes of happiness or the effects of immigration on spain in ms word under exam conditions. upon completion, draft one was emailed to the researcher. two days later, during the next lab, each student peer reviewed his/her partner’s essay and filled out an electronic pr worksheet, which required them to examine their partner’s essay for content, organization, grammar and punctuation. in the final class, the essays with the peer’s comments, suggestions and changes were forwarded back to the original author, who then incorporated them into the final draft, which was submitted to the researcher for analysis and grading. this study used several likert-based and open-ended question surveys before and after the pr training and writing tasks, including a biographical questionnaire based on levine et al. (2002), a pre-activity survey, an electronic pr feedback sheet that covered the quality of the introduction, body and conclusion, interest level, adherence to essay peer feedback in anonymous peer review coté no. 9 (july december 2014) no. 9 (july december 2014) 73 formatting, competence of numerous grammatical points, and a post activity questionnaire. data analysis and interpretation the quantitative data came from coding both essay drafts. first, the original essay was examined to count the number and types of questions and comments (liu & sadler, 2000) suggested by its reviewer, resulting in a total of 124 for all essays. then, the number and types of corrections (min, 2006) categorized by type, size and function, suggested by the reviewers, which numbered 490 in total, were tallied. finally, each original essay was examined to calculate the number of revisions made by a peer that were incorporated into the final draft per 50 words. figure 1 displays the distribution of the raw numbers of all comments, questions and suggestions offered to peers categorized as an evaluation, clarification, suggestion or alteration. fig. 1. comment and question types offered to peers the numbers clearly show that students were twice as likely to offer their peer an evaluation or suggestion as opposed to asking for more information (clarification) or suggesting that a specific change be made to the essay (alteration). if we compare these as percentages to liu & sadler’s similar study (2003, p. 205) which also used track changes and inserting comments for students via computer mediated communication (cmc) peer review (fig. 2) and upon which the current student was modeled, we see that the trends are similar except for alteration. peer feedback in anonymous peer review coté no. 9 (july december 2014) no. 9 (july december 2014) 74 fig. 2. percentages of comment and question types in computer mediated communication (cmc) across two studies (cote current study vs. liu & sadler 2003). a possible explanation for the divergence with respect to alteration comments is that in the current study, participants simply made the change themselves instead of explicitly commenting to a peer to “change x to y,” the specific phrase identified by liu & sadler (2000) as an alteration comment. examples of these can be seen in table 2, which shows replacements that are clearly alterations but do not contain the specific wording “change x to y.” table 2. alteration comments offered by participants (cote current study) had the participants used the phrase “change x to y” verbatim, the alteration percentage would have been closer to 35%, still not as high as liu & sadler’s (2003) approximately 47%, but at least trending in the same direction. next, the questions and comments were re-grouped as either global, affecting larger portions of the text or local, affecting only a word, clause or phrase. local comments outnumbered global ones by a peer feedback in anonymous peer review coté no. 9 (july december 2014) no. 9 (july december 2014) 75 margin of three to one, which is very beneficial to the authors as local suggestions, because they address specific words, phrases or sentences, are clearer to understand and easier to incorporate into the final draft. in other words, they are not open-ended questions or vague comments and do not require any guessing on the part of the essay’s author. comparing the percentages of the global and local revisions between the two studies, the percentages for the computer-mediated groups are identical: 28% for global changes and 72% for local ones. it was hoped that there would be similar percentages in the two studies, but for them to be identical was unexpected. finally, the essays were re-analyzed and coded for a third time based on whether or not the author was expected to make some type of revision. there were 100 revision-oriented questions and comments versus less than twenty non-revision ones resulting in a five-to-one ratio. this much higher number of revision-oriented questions and comments is important because it indicates that the reviewers made a strong effort to provide feedback, even negative, that was intended to encourage the author to make specific changes. on the other hand, the non-revision comments were all positive in nature, either commending the author in some way or simply suggesting that the text was acceptable in its original form and should not be altered. in terms of the revision versus non-revision types of comments and questions, percentage values in the current study were more balanced than liu & sadler’s computer-based group. the revision/nonrevision percentages here were 83% and 17% respectively, compared to liu & sadler’s computer-based percentages of 92% and 18% (2003, p. 207). this was likely due to the fact that the group in spain was weaker than the us group with respect to english language skills since the american group also included native speakers. due to the varying lengths of the essays, whose word count ranged from 209 to 476, it was necessary to standardize the corrections by calculating the number of comments and questions for every 50 words of text to determine if a participant offered more or less comments and question types relative to the other participants. an amount of fifty words was chosen as a guideline because while reading the essays, it became apparent that generally speaking, this was the number required for students to explain one thought. shorter texts did not usually contain complete ideas, while longer ones tended to cover more than one concept. to calculate the type and number of changes suggested to a peer, the corrections offered by the anonymous partners to the students’ original peer feedback in anonymous peer review coté no. 9 (july december 2014) no. 9 (july december 2014) 76 essays were coded using min’s (2006) method for categorizing essay revision suggestions based on sengupta’s (1998) earlier “framework for analyzing types, sizes, and functions of revisions” (p. 126). more specifically, revision types included addition, deletion, substitution, permutation (or rephrasing), distribution (re-writing information in larger chunks), consolidation or re-ordering (moving) text (min, 2006, p. 139). figure 3 shows the overall tally of revision types as well as the revision types as a percentage. fig. 3. number of revisions offered to peers categorized by type. this study found that substitutions (35%) were the most common type of revision, which is corroborated by previous studies (min, 2006; sato, 1991; sengupta, 1998;. however, min’s (2006) second and third rankings went to permutations (19%) and re-orderings (18%), unlike the current study where deletions (25%) and additions (24%) held the second and third places. permutation (7%) and re-ordering (7%) were ranked much lower and only accounted for less than 15% of the total, unlike the 37% reported by min. these differences could be contributed to the fact that min’s participants had much higher toefl scores, ranging from 523 to 550 (2006, p. 122) compared to the spain group, where only nine of the 25 participants had scores at or above 523. it seems the higher english language abilities of min’s participants allowed them to make more complex suggestions and revisions to their peers’ papers. in addition, the top three ranks in min’s (2006) study accounted for only 57% of the total revision types (p. 130), significantly lower than the nearly 85% of all revisions which made up the top three revision types in the madrid study. again, higher target language peer feedback in anonymous peer review coté no. 9 (july december 2014) no. 9 (july december 2014) 77 competence would likely result in more of a distribution among the various revision types as opposed to a clustering among the easier three types of addition, deletion and substitution found in the spain group. revision size was the next type of coding executed. size refers to symbol, word, phrase, clause, sentence or paragraph. figure 4 shows the revision distributions by size. fig. 4. number of revisions offered to peers categorized by size. in this study, the three most common revisions with respect to size were word (47%), symbol (25%) and phrase (14%), which when combined, represent 86% of all size-based revisions. this is quite different than what min (2006) reported, “the most frequent revision occurred at the level of sentence (32%), closely followed by paragraph (20%) and word (20%). the least revised part in terms of size of revisions was at the level of symbol” (p. 131). in this study, sentences (7%) and paragraphs (2.5%) were the least common, again likely due to the students’ english abilities, most of whose toefl scores were below 520, lower than min’s students. it is possible that the high number of symbol-size revisions in my study, which includes small scale items such as spelling, punctuation and inflectional morphemes, can be attributed to the frequent correction of punctuation in the students’ essays as well as the fact that i counted all inflectional morpheme changes, such as plural ‘-s’ and past tense ‘-ed’ as symbol revisions, for they only modified a verb’s tense or a noun’s number without affecting the word’s meaning or class. peer feedback in anonymous peer review coté no. 9 (july december 2014) no. 9 (july december 2014) 78 fig. 5. number of function-based revisions. revision functions, shown in figure 5, were classified as grammatical, cosmetic, texture, which makes the text more coherent” (min, 2006, p. 141), un-necessary expression or explicature. the current findings in terms of function were very different from those found by min (2006), who determined that the most common functions were texture (39%), explicature (29%) and cosmetic (21%) which the current researcher calculated as 14% for texture, 5% for explicature and 13% for cosmetic. at first, it seemed that my study contained some error in the coding. however, min (2006) may have inadvertently biased her students; she wrote, “it is likely that texture (concerning coherence) and explicature (concerning explanation) were the most commonly perceived functions of revision because two of the principal foci of the guidance sheet used in peer review training were format and content” (p. 131). this was not the case in the spain study because there was no particular focus in either the pre-activity training or the feedback sheet they completed during the pr in the computer lab. even more divergent between min’s (2006) and the current study is the percentage of grammar-based revisions, which made up the majority in spain and accounted for an impressive 61% of all functionbased revisions versus only 4% in min’s. the researcher made it clear to all participants both before and during the peer writing task that the primary purpose of the pr activity was to provide extensive feedback so that the partner could improve the chances of writing a better second draft. everyone was strongly encouraged to mark any irregularities in the essays they reviewed, included items that they did not understand, peer feedback in anonymous peer review coté no. 9 (july december 2014) no. 9 (july december 2014) 79 obvious grammatical and/or structural errors and anything that deviated from the expository writing style that had been taught in the classroom. one area of the pr process that is often overlooked despite its importance is the amount of feedback that a student writer accepts or rejects after receiving a classmate’s suggestions, comments and corrections. min (2006) acknowledged this issue when she wrote, “in contrast to the large number of studies centering on the cognitive, affective, social, and linguistic benefits of peer response/review groups, few studies have examined the extent to which peer feedback is incorporated into students’ subsequent revisions (chou, 1999; connor & asenavage, 1994; mendonça & johnson, 1994; nelson & murphy, 1993; lockhart & ng, 1993; tsui & ng, 2000). results from these studies reveal a low acceptance rate, ranging from 5% (connor & asenavage, 1994), 22% (chou, 1999), less than 50% (paulus, 1999; tsui & ng, 2000), to a little above 50% (mendonça & johnson, 1994; tang & tithecott, 1999)” (p. 119). incorporating or rejecting feedback is worth exploring because how beneficial can pr be if the recipients do not accept their peer’s suggestions. there is no way to enforce a student to implement suggestions made by a peer, but if all but 10 percent of the students are making some sort of modification to their papers after peer collaboration, this should be considered a significant accomplishment of pr. one interesting aspect of the current study is how participant 25 dealt with his partner’s suggested corrections; he ignored 11 out of 16, or approximately 69%, incorporating only .92 suggested revisions per 50 words, well below the group average of 2.28. this is not something expected, for the logical assumption is that a more positive attitude towards pr would result in more acceptance of feedback. what the researcher failed to take into account was the reality that some peer feedback will inevitably be bad. in this case, five of the eleven suggestions made by his peer were indeed incorrect, and by ignoring them, participant 25 avoided changing text that did not need to be changed, thus maintaining the quality and accuracy of his original text. additionally, he further revised three of the suggestions (two incorrect, one correct) resulting in a better final product (table 3). peer feedback in anonymous peer review coté no. 9 (july december 2014) no. 9 (july december 2014) 80 table 3. participant 25 text changes it appears that having his attention drawn to specific parts of his original text forced him re-analyze what he wrote. covill (2010) reported this trend from numerous studies writing, “the experience of critiquing someone else’s writing makes students look at their own writing with a more critical eye (herrington & cadman, 1991; nystrand, 1986; white & kirby, 2005)” (p. 205). p25 validated this assumption by stating, “i would like to add the experience [doing an electronic peer review in esl 112] helped me realize mistakes that i would not have noticed before.” he agreed that peer review was a valuable part of the writing process, adding “it helps me to improve my essay realizing mistakes that i won’t realize when i’m writing the first draft.” he also agreed that peer review improves student writing in general “because it is always possible to improve an essay by reviewing it.” results based on the positive effects of anonymity found in previous studies (johnson, 2001; lu & bol, 2007; zhao, 1998) it was expected that the anonymous pr activity would encourage students to incorporate as much feedback as possible into their final draft, resulting in a better final product. johnson (2001) believed that anonymity in pr writing could avoid unnecessary biases; he encouraged his students to submit papers without names on them to avoid being influenced by factors such as knowing an author’s past grades, gender, or target language proficiency (p. 10). to determine the amount of feedback that the participants’ incorporated into their final essays, the final drafts were analyzed based on the following: percentage of changes accepted and rejected per total number of changes received and the number of changes accepted per 50 words in order to determine if there was any correlation between their attitude towards pr and the number of suggested changes they incorporated into their original essay. peer feedback in anonymous peer review coté no. 9 (july december 2014) no. 9 (july december 2014) 81 surprisingly, participants accepted, on average, an impressive 70% of the revision feedback as a group, a rate unprecedented in any of the previous studies. this could be based on several factors. one is that in this study, the participants rewrote their essay and submitted it top the researcher for a grade. another is the fact that they were regularly scheduled class periods to rewrite their original essay; as a result, there was no imposition on their personal time. a third possible cause, and one that can only be surmised, is that the students were all aware that the researcher was going to be analyzing the essays for dissertation research, and considering the extremely high faculty evaluations he received from the group, it is entirely possible they made an extra effort simply to please him. analyzing the changes accepted per 50 words (figure 6), participants 10 and 22 clearly stand out as the two participants who incorporated the most peer-offered changes. fig. 6. changes accepted per 50 words while this is to be expected from participant 10, whose pre-activity attitude score of 3.85 was tied for the highest, it is very surprising for participant 22, whose pre-activity attitude score of 3.08 was second to the lowest. other unexpected outcomes were participants 7 and 25, both among the most positive at the start, yet with very low acceptance rates. in fact, calculating the acceptance rates revealed that there was in fact no correlation between a student’s attitude toward pr and the acceptance rate. looking at the most positive, neutral and most negative participants, in table 4, it appears that there is no relationship. peer feedback in anonymous peer review coté no. 9 (july december 2014) no. 9 (july december 2014) 82 table 4. participant attitude versus changes accepted to confirm this, a pearson correlation coefficient analysis was conducted comparing a participant’s pre-activity attitude score to the number of changes they accepted per 50 words. the coefficient of +.034 indicates too weak of a relationship between the two variables, and the sig (2-tailed) value of .892 further supports the conclusion that there was no statistically significant correlation between attitude and changes incorporated. conclusions this study provides extensive data on the number and types of questions, comments and correction types students made to an essay in anonymous electronic-peer review in an expository efl class in madrid, spain. it also shows the percentage of corrections students accepted (or rejected) from an anonymous peer and then incorporated into their original essays based on the feedback they received from a peer. however, it did not indicate any relationship between student willingness to participate in pr and the quality of a peer review. the reader must be cautioned to both address and attempt to lessen the misconception that most students have towards pr, namely that its purpose is “to be finding mistakes or problems in each other’s essays” (nelson & carson, 1998, p. 122). in addition, anonymous or blind pr should be encouraged to free students from the negative aspects of the collaborative writing process. in fact, the researcher believes that based on many of the social, cultural and academic factors mentioned in this paper, anonymous reviewers will be more comfortable conducting a thorough pr, will offer more and better constructive criticism and will be more honest in their critique, regardless of attitude towards the experience, simply because of the fact that they do not know whose essay they are correcting. peer feedback in anonymous peer review coté no. 9 (july december 2014) no. 9 (july december 2014) 83 in closing, classroom instructors must also keep in mind that pr may not always provide the expected outcomes. target language competence, individual personalities, and proper training in giving feedback must be taken into account before assigning activities that require peer collaboration in order for the participants to get the most benefit from the pr experience in the efl writing classroom. unlike most empirical studies on pr in the writing classroom, this study offered anonymous pr as an alternative to face-to-face pr, so students who do not enjoy or benefit from face-to-face interaction, for whatever reasons, would still be able to participate in pr, but through a different approach. this does not imply that face-to-face pr should be replaced with anonymous pr, only complimented by it when the proper setting, available technology and sufficient time are available. references berg, e.c. (1999). the effects of trained peer response on esl students’ revision types and writing quality. journal of second language writing 8(3), 215-241. brammer, c. & rees, m. (2007). peer review from the students’ perspective: invaluable or invalid? composition studies 5(2), 71-85. foster, p. (1998). a classroom perspective on the negotiation of meaning. applied linguistics 19(1), 1-23. hansen, j. & liu, j. (2005). guiding principles for effective peer response. elt journal 59(1), 31-38. hewings, a. & coffin, c. (2006). formative interaction in electronic written exchanges: fostering feedback dialogue. in k. hyland & f. hyland (eds.), feedback in second language writing: contexts and issues (pp. 225-245). new york: cambridge university press. johnson, r. (2001). the next frontier of the student-centered classroom: teaching students to recognize quality writing through the use of peer evaluation. opinion paper, u.s. department of education, office of educational research and improvement, educational resources information center (eric). pp 1-21. levine, a., oded, b., connor, u., & asons, i. (2002). variation in eflesl response. teaching english as a second language – electronic journal 6(3), 1-16. peer feedback in anonymous peer review coté no. 9 (july december 2014) no. 9 (july december 2014) 84 liu, j. & hansen, j. (2005). peer response in second language writing classrooms. ann arbor: the university of michigan press. liu, j. & sadler, r. (2003). the effect and affect of peer response in electronic versus traditional modes on esl writers’ revisions. journal of english for academic purposes 2(3), 193-227 liu, j. & sadler, r.j. (2000). the effects of peer versus teacher comments in both electronic and traditional modes on esl writers’ revisions. paper presented at the 34th annual tesol convention, 14-18 march, vancouver, british columbia, canada. lu, r. & bol, l. (2007). a comparison of anonymous versus identifiable e-peer review on college student writing performance and the extent of critical feedback. journal of interactive online learning 6(2), 100-115. macleod, l. (1999). computer-aided peer review of writing. business communication quarterly 62(3), 87-94. mendonça, c. & johnson, k.e. (1994). peer review negotiations: revision activities in esl writing instruction. tesol quarterly 28 (4), 745-769. min, h. t. (2004). the effects of trained peer review on efl students’ revision types and writing quality. journal of second language writing 15(2), 118-141. min, h. t. (2006). training students to become successful peer reviewers. system, 293-308. min, h. t. (2008). reviewer stances and writer perceptions in efl peer review training. english for specific purposes 27, 285-305. nelson, g. & carson, j.g. (1998). esl students’ perceptions of effectiveness in peer response groups. journal of second language writing 7(2), 113-131. nelson, g. & carson, j.g. (2006). cultural issues in peer response: revisiting “culture”. in k. hyland & f. hyland (eds.), feedback in second language writing: contexts and issues (pp. 41-59). new york: cambridge university press. paulus, t.m. (1999). the effect of peer and teacher feedback on student writing. journal of second language writing 8(3), 265-289. rollinson, p. (2005). using peer feedback in the esl writing class. elt journal 59(1), 23-30. peer feedback in anonymous peer review coté no. 9 (july december 2014) no. 9 (july december 2014) 85 storch, n. (2005). collaborative writing: product, process, and students’ reflections. journal of second language writing 14(3), 153-173. tsui, a.b.m. & ng, m. (2000). do secondary l2 writers benefit from peer comments? journal of second language writing 9(2), 147-170. villamil, o.s. & de guerrero, m.c.m. (1996). peer revision in the l2 classroom: social-cognitive activities, mediating strategies, and aspects of social behavior. journal of second language writing, 5 (1), 51-75. villamil, o.s. & de guerrero, m.c.m. (1998). assessing the impact of peer revision on l2 writing. applied linguistics 19(4), 491-514. villamil, o.s. & de guerrero, m.c.m. (2006). socio-cultural theory: a framework for understanding the social-cognitive dimensions of peer feedback. in k. hyland & f. hyland (eds.), feedback in second language writing: contexts and issues (pp. 23-41). new york: cambridge university press. zhao, y. (1998). the effects of anonymity on computer-mediated peer review. international journal of educational telecommunication 12 (4), 311-345. zhu, w. (2001). interaction and feedback in mixed peer response groups. journal of second language writing 10, 251-276. author *robert a. coté received his phd in second language acquisition & teaching from the university of arizona majoring in sociolinguistics and minoring in pedagogy and program administration. he began his career 20 years ago when he taught esl at a farm worker’s camp for literacy volunteers of america. since then, he has worked as an administrator, teacher trainer and classroom instructor in university iep’s, community colleges, adult education centers and public high schools in miami florida, nogales mexico, madrid spain, dubai united arab emirates, and guangzhou china. he enjoys teaching all aspects of the english language, and his research interests include teaching writing, peer review, generation 1.5 students, call and special needs. peer feedback in anonymous peer review coté no. 9 (july december 2014) no. 9 (july december 2014) 86 appendix pre-activity questionnaire • please define peer review. if you do not know what it is, write what you think it is. • have you ever done peer review before? yes or no a. if no, would you like to learn more about peer review? • if yes, a. where? b. when? c. for what classes? d. how many times? please state your opinion on the following statements. please try to agree or disagree. choose neither agree nor disagree only if you have absolutely no opinion in the matter. peer feedback in anonymous peer review coté no. 9 (july december 2014) no. 9 (july december 2014) 87 peer feedback in anonymous peer review coté no. 9 (july december 2014) no. 9 (july december 2014) 29 the design and implementation of an in-service efl teacher training model in the costa rican public school system1 el diseño e implementación de un modelo de capacitación para docentes de inglés en servicio en la educación pública costarricense patricia córdoba cubillo, xinia rodríguez ramírez and tatiana hernández gaubil2* university of costa rica and distance state university, costa rica abstract in response to the challenges of the 21st century and to the need for students in the public school system to have a higher level of english proficiency, english was declared an issue of national interest in costa rica in 2008. for this reason, a decree called multilingual costa rica was signed by the government, setting the stage for an in-service efl teacher training project. this article deals with the analysis of the design and the implementation of a training model, which led to the improvement of the linguistic skills of approximately 80% of the teacher population in the costa rican public school system. this study includes a description of the components of the teacher training model as well as the results of the linguistic performance of the participating efl teachers on the toeic© test administered prior to and after three years of training. keywords: efl teacher training, teachers of english from the public school system, improvement of english language proficiency, professional development in efl 1 received: dec. 15, 2014 / accepted: april 13, 2015 2 pcordobac@gmail.com, xiniarodri@yahoo.com, thgaubil@yahoo.com gist education and learning research journal. issn 1692-5777. no. 10, (january june) 2015. pp. 29-50. transnationals becoming english teachers no. 10 (january june 2015) no. 10 (january june 2015) 30 resumen en respuesta a los retos del siglo xxi y a la necesidad de la población estudiantil del sector público por poseer un nivel más alto en el dominio de la competencia lingüística en inglés, el idioma inglés fue declarado un asunto de interés nacional en costa rica en el año 2008. por esta razón, el gobierno costarricense firmó el decreto costa rica multilingüe, el cual permitió formular un proyecto para docentes de inglés como lengua extranjera. este artículo aborda el diseño y el análisis de la implementación del modelo de capacitación profesional para docentes de inglés como lengua extranjera del sistema educativo público de costa rica, que condujo al mejoramiento de las habilidades lingüísticas aproximadamente del 80% de la población docente del sistema escolar público costarricense. el estudio describe los componentes del modelo de capacitación docente así como los resultados del desempeño lingüístico de los docentes en la prueba toeic©, aplicada antes de la capacitación y tres años después de la misma. palabras clave: capacitación docente en inglés como lengua extranjera, docentes de inglés del sistema educativo público, mejoramiento del nivel de dominio del inglés, desarrollo profesional en inglés como lengua extranjera resumo em resposta aos desafios do século xxi e à necessidade da população estudantil do setor público por possuir um nível mais alto no domínio da competência linguística em inglês, o idioma inglês foi declarado um assunto de interesse nacional na costa rica no ano 2008. por este motivo, o governo costarriquense assinou o decreto costa rica multilíngue, o qual permitiu formular um projeto para docentes de inglês como língua estrangeira. este artigo aborda o desenho e a análise da implantação do modelo de capacitação profissional para docentes de inglês como língua estrangeira do sistema educativo público da costa rica, que conduziu à melhoramento das habilidades linguísticas aproximadamente 80% da população docente do sistema escolar público costarriquense. o estudo descreve os componentes do modelo de capacitação docente bem como os resultados do desempenho linguístico dos docentes na prova toeic©, aplicada antes da capacitação e três anos depois da mesma. palavras chave: capacitação docente em inglês como língua estrangeira, docentes de inglês do sistema educativo público, melhoramento do nível de domínio de inglês, desenvolvimento profissional em inglês como língua estrangeira design and implementation of an in-service efl model córdoba, rodríguez & hernández no. 10 (january june 2015) no. 10 (january june 2015) 31 introduction the importance of english for the costa rican social, economic, and cultural development has been historically acknowledged by political authorities. for this reason, different governments have sponsored several initiatives with the purpose of improving the teaching of english in the public school system of the country. córdoba, coto and ramírez (2005) report that the inclusion of english in the costa rican higher education curriculum dates back to the early 1800s. they add that english became a subject in the high school curriculum during the second half of the 19th century. however, english was officially incorporated into the curriculum of elementary schools until the end of the 20th century in 1994. today, the challenges that the 21st century poses, such as globalization, competitiveness, communication and information technologies, among others, demand a student population with a higher proficiency in english to have access to better opportunities in the labor market. as a result, english teachers also need to be better prepared and qualified for their jobs to help students achieve high levels of english performance. in response to these new challenges, the costa rican government signed a decree called multilingual costa rica in which english was declared of national interest in 2008 (decreto ejecutivo 34425-mep-comex; calderón & mora, 2012). as a result, the ministry of public education (mep), in collaboration with private and government institutions, designed the national plan of english, whose main goal was to help better the level of english in the public school system. the plan aimed first at improving the teachers’ english proficiency and teaching practice, and then at tackling the ultimate goal of a more proficient student population. to start with in 2008, the ministry of public education tested the language proficiency of its in-service english teachers through an international standardized exam. the results showed that only 14% of the teachers working in public schools in costa rica had a c1 level of proficiency, and the rest was placed within the intermediate and basic bands with 48% scoring at the b1 and b2 levels, 31% at the a2 level, and 7% at the a1 level, according to the common european framework of reference for languages (cefr).the results of the lower levels (a1, a2, and b1) were considered unsatisfactory by the ministry of public education to meet the challenges of the country. therefore, once the problem was identified, the next stage consisted of designing and implementing a training model that included linguistic skills courses for teachers with a low english proficiency level, and methodology skills courses for teachers at the most advanced levels. design and implementation of an in-service efl model córdoba, rodríguez & hernández no. 10 (january june 2015) no. 10 (january june 2015) 32 thus, the purpose of this article is to examine the design and implementation of this costa rican training model, as well as to present the results of the english teachers’ performance after taking the linguistics skills courses designed for the training process. literature review this section focuses on two areas: a brief review of two efl government initiatives conducted by other latin american countries and the curricular decisions for the design of the costa rican model. efl teacher training programs in other countries a look into similar recent training projects carried out in chile and colombia, where english is a foreign language, reveals different approaches when establishing national policies in regard to the teaching of english. these two government efl initiatives were reviewed. like the costa rican model, the chilean and colombian projects share a common goal: improving the level of english proficiency nationwide to increase productivity (de mejía, 2011). however, there are important differences in the issues involved in the articulation and implementation of the language policies. in the case of colombia, the national bilingual programme spanish-english was implemented in 2004 by the ministry of education in coordination with the british council. such program was based on the cefr standards to help define proficiency levels. according to de mejía (2011), the policy did not consider the local context of a multilingual and multicultural colombia that has dozens of indigenous languages. de mejía also calls attention to the debate regarding the exclusion of local experts in the design of the training. along a similar line, usma wilches (2009) criticizes “the standardization of language teaching and learning [which] depicts a lack of trust in teachers, universities and schools” and the tendency of adopting “international models of quality” (p. 136). in the chilean experience, the english opens doors program, created in 2003, included a variety of components and targeted both students and teachers in the process of improving english proficiency. the program, also based on the cefr standards, has implemented a teacher training strategy with linguistic skills and methodology courses, teacher networks, and classroom support for teachers of english through educational resources. the results of the diagnostic test administered to the teachers revealed that more than 50% ranked at the intermediate levels 2 and 3 according to the association of language design and implementation of an in-service efl model córdoba, rodríguez & hernández no. 10 (january june 2015) no. 10 (january june 2015) 33 testers of europe (alte) guidelines. however, results of the teachers’ performance after the training were not available at the time of this study. curricular decisions for program design before initiating a new language program, vital work in the form of information gathering must take place. the fact-finding stage provides answers to the curricular key questions in any program: who are the learners? who are the trainers? why is the program necessary? what will the goals of the program be? what will be taught? where will the program be implemented? how will it be implemented? what view of language learning will be considered? how will learners’ performance be assessed? what type of tests will be used? the information derived from these questions is necessary because “a curriculum [is] understood in the broadest sense as the philosophy, purposes, design, and implementation of a whole program” (graves, 1996, p. 3). the answers to such questions then become the basis for establishing policy and formulating goals in a communicative curriculum (dubin & olshtain, 2000). in addition, decisions at the macro level must be narrowed down to develop a local model to meet the specific learner needs (kumaravadivelu, 2012). therefore, the curricular decisions for the costa rican training model followed the previous process: starting from policy making for the learning of foreign languages in the country, and going through the stages of assessing the learners’ needs; developing goals and objectives; designing and implementing the courses; testing the learners’ performances; and evaluating the program (brown, 1996; graves, 1996; richards & renandya, 2002). all this process falls within the framework of a mixed-focus curriculum (finney, 2002) for language learning. finney explains that a mixed-focus curricular model is based on “an integrated approach, which is essentially learner-centered” and which combines “the productoriented model and the process-oriented approach” to english language teaching, proposed by nunan (as cited in finney, 2002, p. 74). taking into account a product and process orientation to curriculum design helps to reconcile two important components in a teacher training model: the product, in other words, the content or skills to be learned, and the process, i.e., the learners’ needs, interests, and strategies. regarding the view of language learning, the implementation of the in-service teacher training model was based on a number of design and implementation of an in-service efl model córdoba, rodríguez & hernández no. 10 (january june 2015) no. 10 (january june 2015) 34 teaching and learning principles for effective communication (brown, 2001). the participants were viewed as teachers capable of contributing their own experience as language learners, and as language teachers constructing learning communities (kumaravadivelu, 2012). thus, they could reach professional competence (pettis, 2010). within this perspective, the principles considered in the training model included also the development of communicative competence (canale & swain, 1981; hymes, 1972) within a learner-centered, safe environment based on meaningful learning experiences simulating real-life contexts (nunan, 1998). the view of language learning for this training model is also congruent with the position held by calderón and mora, coparticipants in the costa rican teacher training project, who state that professional development in linguistic skills should be obligatory for language teachers to guarantee quality in the efl class (calderón & mora, 2012, p. 10). finally, an important concern in any curriculum is the type of assessment used to diagnose and to test the learners’ linguistic performance. a decision in this regard includes whether to use an international standardized test or a teacher-created one. although standardized tests may have detractors with criticism ranging from ideological, cultural, and economic issues to linguistic ones (bradley & nagy, 2011; canagarajah, 2006), these tests have a number of advantages, for large-scale testing purposes, over those teachers create. according to brown (2004), when testing language proficiency, tests must be based on accurate “constructs of language ability” that allow teachers and program administrators to collect “legitimate samples of english language use in a defined context; therefore, “language teachers would be wise not to create an overall proficiency test on their own” (p. 45). thus, standardized tests are generally considered objective measures of proficiency that have undergone considerable item analysis, can be administered to large populations, and can be graded efficiently and objectively. however, it is important to mention that no single test can accurately determine a person’s language performance. within the high number of standardized tests available, toeic© has become a popular examination currently administered by a large number of organizations around the world to measure linguistic competence. it is used to make decisions in job-related contexts where english for international communication is a priority. design and implementation of an in-service efl model córdoba, rodríguez & hernández no. 10 (january june 2015) no. 10 (january june 2015) 35 methodology research design this study followed a mixed methods approach to find out if the training program designed for the costa rican in-service teachers of english in the public school system and carried out from 2008 to 2011 proved effective to help the trained teachers improve their linguistic performance in english. in order to determine the teachers’ level of proficiency before and after the training, the results the teachers obtained in the diagnostic (before training) and output (after training) toeic© tests were compared. the research also included a descriptive analysis of the components of the teacher training model that, in the long run, could have helped participants better their linguistic performance in english. context and participants the training program for in-service teachers of english was implemented nationwide from 2008 to 2011 in the 27 school districts in costa rica. the courses were taught in the facilities available in each region, for example, branches of the state universities, community centers, and schools. approximately 3,000 in-service teachers, representing all levels of the public school system, from kindergarten to 12th grade, took part in the training project. the teachers, who ranged from very novice to very experienced, worked in either academic, vocational, or bilingual schools in urban or rural areas. spanish was their l1, and most were full-time teachers with 40 instructional lessons a week. concerning their academic preparation, the teachers had university degrees in english teaching or in teaching with an emphasis in english from both private and public universities. data collection instruments diagnostic test of the in-service teachers’ language proficiency (before the training). the ministry of public education of costa rica (mep) and fundación para la cooperación costa rica–estados unidos (crusa) sponsored the test of english for international communication (toeic©) as the diagnostic test to evaluate the inservice teachers’ language proficiency in 2008. the ministry of public education selected this test after weighing the cost-benefit relationship of administering an international test and designing a whole new exam. design and implementation of an in-service efl model córdoba, rodríguez & hernández no. 10 (january june 2015) no. 10 (january june 2015) 36 nevertheless, it is important to mention that the costa rican teacher population took a modified version of the toeic© test that included an oral interview. to administer the diagnostic test and interview the participants, mep hired the costa rican american cultural center (cccn), the only accredited organization in the country. its certified raters, including mostly costa ricans and americans, were responsible for carrying out the application of the toeic© test to 91% of the teacher population working for mep in all school districts. cccn also scored the exams, ranked the participants, and sent the results to the ministry for decision making. after-the-training test of the in-service teachers’ language proficiency. the participants’ linguistic skills were evaluated through a subsequent administration of the modified version of the toeic© test that included an interview. the test was administered to all trainees as they were finishing the training in the years 2010 and 2011. this teaching population represented approximately 78% of those who took the diagnostic test and finished the training program. once again, the costa rican american cultural center (cccn) administered and scored the tests. data analysis and interpretation to gather information about the improvement of the in-service teachers of english in the public school system of costa rica, the results of the diagnostic and after-the-training toeic© tests were first analyzed. then, taking into account the standards of the common european framework of reference for languages (cefr), these results were compared to shed light on the progress of the participants regarding language proficiency. they [the results] are presented with a bar chart to show the migration of the teachers from 2008 to 2011 to the higher bands of cefr. results this section is divided into two parts: the first one is devoted to examining the elements involved in the efl teacher training model designed by the academic committee, and the second one is devoted to analyzing the impact of the linguistic courses on the participants’ proficiency level in english. design and implementation of an in-service efl model córdoba, rodríguez & hernández no. 10 (january june 2015) no. 10 (january june 2015) 37 the efl teacher training model the teacher training model was designed considering legal, administrative, logistics, and academic aspects based on the costa rican context and the ministry’s goal for the training. this training model might be replicated in other countries where english as a foreign language is taught by making the necessary adjustments, given local differences and needs. legal requirements. due to its national scope and complexity, this teacher training model required a legal framework to efficiently administer the funds allocated to the project. therefore, the ministry of public education and the universities in charge of the training signed a general cooperation agreement and annual specific agreements. the purpose of these specific agreements was to regulate the type of course; the number of groups and instructional hours; the regions to be covered per university; the responsibilities of the parties involved; and the budget administration regarding aspects such as the purchase of textbooks and learning materials, the trainers’ salaries, and their travel expenses. budget administration. the budget for the project was assigned by the ministry of public education (mep) to the teacher development agency (idp) for its annual allocation to the universities. mep invested a total of approximately 4.5 million usd to carry out the four-year training project, and the funds were transferred annually depending on the courses to be taught and the number of groups assigned to each university. the funds were administered either through the university’s main administrative office or through their research foundations. the latter proved to be the most efficient administrative system for three of the universities because of the expedited procedures for hiring trainers and clerical workers, paying salaries and travel expenses, and purchasing materials. in relation to the materials, it is important to clarify that, for each course, the participants were given a set of texts with no charge. the budget also included unforeseen occasional expenses such as courier services, classroom cleaning services, and classroom rental. logistics of the model. the implementation of this national training model required a lot of planning, coordination, cooperation, and supervision from the parties involved. given that the results of the toeic© test indicated that the proficiency level of many teachers was low, mep authorities considered the need of carrying out a teacher training program with the cooperation of the state universities (calderón & mora, 2012). this strategic alliance was due to the fact that the higher scores on the toeic© test were obtained by teachers design and implementation of an in-service efl model córdoba, rodríguez & hernández no. 10 (january june 2015) no. 10 (january june 2015) 38 who graduated from the state universities. thus, an inter-institutional academic committee was appointed to design and implement the training project for the in-service english teachers. the academic committee was formed by a representative from the ministry’s teacher development agency (idp) and two professors, with ample expertise in the field of tesol, from each public university: the university of costa rica (ucr), the national university (una), the distance state university (uned), and the technological institute of costa rica (itcr). based on their expertise and experience in other training projects, the academic committee joined efforts to design a feasible training model based on the ministry’s goal of improved linguistic proficiency for its efl teachers. the academic committee was in charge of course design, budget administration, and implementation of a four-year program. some specific responsibilities of the committee were the following: a. coordination with the ministry’s advisors and teacher development agency (idp), b. weekly meetings during the four-year period for decision-making and course design, c. design of a total of 10 courses with the selection of the corresponding materials, d. design of exams, guidelines, and rubrics for all courses, e. selection and recruitment of trainers and external evaluators, f. organization of workshops for the trainers before each new course, g. visits to the 27 school districts for observing and supervising classes, and conflict resolution when required, h. receiving and giving feedback to trainers and participants, i. coordination and supervision of approximately 200 groups every year, and j. elaboration of final reports for authorities. because it was necessary to establish a liaison between mep and the universities to deal with the distribution of all official communication, the selection of the training centers, and the distribution of material, mep authorities appointed the ministry´s teacher development agency (idp) as such contact. idp was responsible for distributing the ministry´s official communication to inform school principals about design and implementation of an in-service efl model córdoba, rodríguez & hernández no. 10 (january june 2015) no. 10 (january june 2015) 39 the trainees with a study permit. it is important to mention that this was a paid study permit. another official procedure consisted of having the participants sign a contract to make them accountable for their professional development. for this purpose, idp provided the official control forms for trainers to guarantee the participants’ mandatory attendance to the training because the training sessions were scheduled during working hours. idp also contacted school principals so that they made the necessary schedule adjustments in order not to affect students during school time. finally, in coordination with idp, the ministry’s regional advisors selected the teaching centers in the different schools districts of the country. they were also responsible for the distribution of the materials to the participants during the first two weeks of class and control the participants´ attendance to the training courses. the trainers. to make this model successful and effective, the selection of a highly qualified team of trainers was essential. most trainers recruited to teach the courses were university instructors, and some others were experienced high-school teachers. the trainers held a master’s degree in tesol, or pursued studies in a tesol master’s program. they were required to have worked a minimum of two years in a higher education institution or five years in a public high school. they had to show mastery of english in the job interview conducted by the academic committee, and also had to attend the required academic and administrative training sessions to learn about the objectives, contents, methodology, guidelines, and official documents of the courses to be taught. in addition to their regular teaching responsibilities, the trainers had to build a supportive learning environment by establishing an atmosphere of trust between trainers and participants; to motivate the participants and lower their affective filter; to build their confidence; to boost their professional image; and to effectively deal with conflict when required. one of the most important highlights of the trainers was the decision to establish collaboration networks to share lesson plans, materials, activities, and experiences with other trainers. although this idea was not originally part of the model, it became a successful component that ensured team work and uniformity in the courses, and therefore should be contemplated in similar teacher training programs. finally, the trainers’ role in this model was that of a facilitator of learning, based on the courses designed by the academic committee. the trainers facilitated learning by raising the participants’ awareness of their language learning process and by scaffolding the learning design and implementation of an in-service efl model córdoba, rodríguez & hernández no. 10 (january june 2015) no. 10 (january june 2015) 40 experiences through challenging activities adapted to their proficiency level. due to the flexibility of the curriculum of the model, the trainers could make their own decisions regarding the emphasis to be given to the objectives, the activities to design/adapt, and supplementary materials to use, depending on the participants’ needs. they were also required to provide feedback to the academic committee during and after each course to help make the necessary adjustments and, thus, better meet the participants’ needs in future courses. the learners. the following description of the learners in the training project was obtained from trainer reports, class observations by the academic committee members, and classroom reports from external evaluators hired by the academic committee. such learners’ description was based on the affective, the cognitive and the linguistic domains, congruent with brown’s language teaching principles (2001). regarding the affective domain, this population was more fragile and defensive (brown, 2007, p.72) than regular beginning learners because they were in-service teachers becoming language learners once again. it is important to mention that many participants started the training process showing rejection toward the training and questioning the results of the diagnostic test. once the courses began, the trainers reported that those participants did not feel confident when using the language; therefore, it was necessary to strengthen their self-confidence by providing opportunities for language use in a safe learning environment. concerning the cognitive domain, learners at the basic levels showed weak knowledge of the english language. as observed when interacting in class activities, the trainees in levels a1 and a2 were not fluent speakers; as a result, they often resorted to their l1 –spanish. in addition to their weak knowledge of the target language and their apparent lack of sufficient exposure to it, classroom observations revealed that participants concentrated more on form than on meaning and/or messages, and most were not autonomous learners (brown, 2007). in relation to the linguistic domain, the development of the learners’ communicative competence was crucial because a large segment of the in-service teacher population were at early stages of their interlanguage, as revealed by class observations and trainers’ reports. the courses. the course design stage. the course design stage for this training project was approached from the point of view of a mixed curriculum, which focuses on both the product and the process (finney, 2002). thus, the curricular decisions involved a) setting communicative design and implementation of an in-service efl model córdoba, rodríguez & hernández no. 10 (january june 2015) no. 10 (january june 2015) 41 objectives, b) using international standards for describing learner proficiency, c) having homogenized criteria for the syllabi and materials, d) implementing a communicative methodology, and e) allowing flexibility to respond to the evolving learners’ needs. each of these elements will be discussed below. to improve the participants’ level of proficiency, it was important to set communicative objectives to guide the curricular design of the different courses. the communicative objectives progressed from everyday, familiar contexts to less predictable ones, as the participants developed their skills. it was also necessary to use international standards that helped describe the participants’ proficiency level in relation to knowledge, abilities, and skills. the common european framework of reference for languages (cefr) was taken into account as one of the elements for the curricular design. therefore, the academic committee decided on the required number of hours for each course following the guidelines of the association of language testers in europe (alte) to achieve the cefr levels. thus, the courses ranged from 70 to 140 hours of instruction and were taught in sessions of five or six hours a day, once or twice a week, depending on the emphasis of the course. each course in the training project was planned with standardized criteria to get results that could be compared nationwide. the academic committee designed a communicative syllabus for each of the courses; the guidelines for quizzes, exams, and projects; and the evaluation rubrics to be used in the communicative activities of each course. depending on the task, this evaluation was either summative or alternative. for the training project, the academic committee also selected the instructional materials to be used in the different linguistic courses in the 27 school districts of the country. it is important to point out that such resources helped learners be exposed to authentic materials and be able to participate in communicative tasks. the methodology of the training model was not based on any particular method but rather on principled methodological decisions (brown, 2001; kumaravadivelu, 2012; richards, 2001). the courses integrated the skills that the participants needed the most, i.e., listening, speaking, and reading. even though a few writing tasks were included in the linguistic courses, writing was not taught explicitly. pronunciation, grammar, and culture were also considered to develop and consolidate language skills. even though the homogenized decisions were made at a macro level by the academic committee, the curriculum was flexible enough for the trainers to design their own activities, based on the course objectives. this flexibility allowed trainers to make the necessary design and implementation of an in-service efl model córdoba, rodríguez & hernández no. 10 (january june 2015) no. 10 (january june 2015) 42 changes considering the participants’ linguistic knowledge, affective situations, or any other situation that could come up along the way. without the trainers’ careful contextualization of their own courses, the standardized curriculum proposed by the committee would have probably failed. as coleman states “learning becomes impossible” when local contexts are not taken into account (as cited in kumaravadivelu, 2012, loc. 540). the following table shows the courses designed for the different in-service teacher populations in the training process from 2008 to 2011. table 1. linguistic courses designed for the efl teacher-training model in costa rica note. adapted from calderón, r., & mora, y. (2012). formación permanente del docente de inglés: una experiencia exitosa en costa rica. revista iberoamericana sobre calidad, eficacia y cambio en educación 10 (4). retrieved from http://www.rinace.net/reice/numeros/arts/vol10num4/art7. htm design and implementation of an in-service efl model córdoba, rodríguez & hernández no. 10 (january june 2015) no. 10 (january june 2015) 43 the linguistic courses. linguistic courses for basic users. in 2008, two different courses were designed for the population of basic users (a1 and a2) so that they began developing their skills. the participants were given intensive integrated courses in the four macro skills with an emphasis on listening and speaking. linguistic courses for independent users. the following years (2009-2010) the b1 population that joined the training took three courses, totalling 274 hours of instruction, while the population who started the training at the basic levels needed a total of 414 to 554 hours of instruction to consolidate the b1 level. two of the three courses focused on the developing of listening and speaking skills, and the other one was designed to help participants learn strategies for listening and reading comprehension in preparation for the post test (the toeic©). after the post test was administered, the results were analyzed to make further decisions regarding the participants’ linguistic needs at that particular point. two main findings were evident: a) 18% of the participants who were placed in b2-, according to the toeic© test, were ready for developing academic skills, such as argumentation, group discussions, critical thinking, among others, to consolidate their level. therefore, two courses on academic listening and speaking, with an online component, were designed, and b) there were still a few teachers placed in the level b1who were not ready for academic skills courses. as a result, two additional courses on reading and oral communication skills were designed for this population because the test showed these were their weakest areas. table 2 contains the additional linguistic courses designed for the teacher population still ranking in level b1-, corresponding to approximately 9% of the trainees, after a three-year period of training. design and implementation of an in-service efl model córdoba, rodríguez & hernández no. 10 (january june 2015) no. 10 (january june 2015) 44 table 2. linguistic courses designed for the population still ranking in b1after three years of training note. adapted from calderón, r. (2012). capacitación a docentes de inglés en servicio del mep: informe 2008-2011. san josé, costa rica: ministerio de educación pública. even the participants who did not require extra courses to reach higher levels of proficiency (b1 and b2) needed a higher number of instructional hours that varies considerably from the hours recommended by the association of language testers in europe (alte). the costa rican in-service teachers required approximately from 50 to 200 additional hours of instruction to become independent users. table 3 illustrates such differences. design and implementation of an in-service efl model córdoba, rodríguez & hernández no. 10 (january june 2015) no. 10 (january june 2015) 45 table 3. comparison of the approximate number of hours required to consolidate a cefr level in the costa rican in-service teacher training model note. adapted from c.e.f. (n.d.) a teachers’ guide to the common european framework [pdf]. new york: pearson longman and from calderón, r. (2012). capacitación a docentes de inglés en servicio del mep: informe 2008-2011. san josé, costa rica: ministerio de educación pública. the reasons why the participants needed a much higher number of instructional hours to increase their level could be attributed to factors such as the possible lack of exposure to the target language in their previous university programs, as the ministry of education found in their analysis of the in-service teachers’ performance (ministerio de educación, 2008), and the lack of practice in their work environments. it could be safely assumed that the participants started this training program with a not very strong professional competence that hindered their performance and slowed down their progress that due to their low level of english proficiency. impact of the training project as mentioned before, the impact of the training project on the participants’ linguistic performance was measured through a second administration of the toeic©. the results the participants obtained in the 2008 diagnostic toeic© test were compared to the ones achieved in the post test in 2011. thus, figure 1 shows the level of proficiency of the in-service teachers both at the beginning of the process and after approximately three years of training. design and implementation of an in-service efl model córdoba, rodríguez & hernández no. 10 (january june 2015) no. 10 (january june 2015) 46 figure 1. results of the linguistic performance of in-service teachers in 2008 and 2011. adapted from calderón, r. (2012). capacitación a docentes de inglés en servicio del mep: informe 2008-2011. san josé, costa rica: ministerio de educación pública. the comparison of the linguistic performance of the in-service teachers shows evident migration from lower to higher bands. it is important to point out that while 38% of the teachers ranked in levels a1and a2 at the beginning of the training, only 4% of the participants still ranked in level a2 after taking the courses of the training program. the percentage of participants at the b1 level also decreased in 10% because of those teachers who migrated to higher levels. another positive result was the fact that the percentage of teachers at the b2 and c1 levels at the beginning of the training more than doubled after three years of training. these results show that a significant 78% of the teacher population trained became independent (b2) and proficient (c1) users of the english language. design and implementation of an in-service efl model córdoba, rodríguez & hernández no. 10 (january june 2015) no. 10 (january june 2015) 47 conclusions this study revealed that, after taking the three-year training, approximately 80% of the costa rican in-service teachers were able to migrate to higher levels of proficiency. this positive result sheds light about the appropriateness of the decision-making process that gave birth to the teacher-training model. on the one hand, all major components—goals, objectives, course methodology, types of courses, number of instructional hours and course evaluation—were adequately articulated to design a coherent curriculum (dubin & olshtain, 2000; graves, 1996; richards & renandya, 2002). on the other hand, these components were conceived within a local framework (kumaravadivelu, 2012) that paved the way for a training model to be carried out within the costa rican context. in this way, both key curricular elements and local needs were reconciled to ensure success. the results are more significant when considering that the outcome of this teacher training model was evaluated by means of an international standardized exam— the toeic—as a measure of performance. however, an important drawback of the study is its sole reliance on test results to evaluate the model. two important sources of information (genesee, 2001) that could have been considered as part of the evaluation process of the model were the participants and the trainers. even so, the study sheds light about a teacher training model that offers the possibility of replication in similar efl contexts provided that the particularities of the setting are adjusted. design and implementation of an in-service efl model córdoba, rodríguez & hernández no. 10 (january june 2015) no. 10 (january june 2015) 48 references brown, h. d. (2001). teaching by principles: an interactive approach to language pedagogy. new york: pearson longman. brown, h. d. (2004). language assessment: principles and classroom practices. white plains, ny: pearson education. brown, h. d. (2007). principles of language teaching and learning (5th ed.). new york: pearson education. brown, j. d. (1996). testing in language programs. upper saddle river, nj: prentice hall. calderón, r., & mora, y. (2012). formación permanente del docente de inglés: una experiencia exitosa en costa rica. revista iberoamericana sobre calidad, eficacia y cambio en educación 10(4). retrieved from http://www.rinace.net/reice/numeros/arts/ vol10num4/art7.htm canale, m., & swain, m. (1980). theoretical bases of communicative approaches to second language teaching and testing. applied linguistics,1, 1-47. canagarajah, s. (2006). changing communicative needs, revised assessment objectives: testing english as an international language. language assessment quarterly 3(3), 229-242. c.e.f. (n.d.). a teachers´ guide to the common european framework [pdf]. new york: pearson longman. córdoba, p., coto, r., & ramírez, m. (2005). la enseñanza del inglés en costa rica y la destreza auditiva en el aula desde una perspectiva histórica. revista electrónica actualidades investigativas en educación, 5(2), 1-12. calderón mora, r. (2012). capacitación a docentes de inglés en servicio del mep: informe 20082011. san josé, costa rica: ministerio de educación pública. curriculum and evaluation unit. (n.d.). english opens doors program. ministry of education of chile. retrieved from http://www.ingles. mineduc.cl/ de mejía, a. m. (2011). the national bilingual programme in colombia: imposition or opportunity? journal of applied language studies 5(3), 7-17. design and implementation of an in-service efl model córdoba, rodríguez & hernández no. 10 (january june 2015) no. 10 (january june 2015) 49 decreto ejecutivo [executive decree] 34425-mep-comex. (march 28, 2008). la gaceta no. 61. retrieved from http://www.gaceta. go.cr/pub/2008/03/28/comp_28_03_2008.html#_toc194385851 dubin, f., & olshtain e. (2000). course design. new york: cambridge university press. finney, d. (2002). the elt curriculum: a flexible model for a changing world. in j. c. richards, & w. a. renandya, methodology in language teaching: an anthology of current practice (pp. 69-79). new york: cambridge university press. freeman, d. (1982). observing teachers: three approaches to in-service training and development. tesol quaterly, 16(1), 21-28. genesee, f. (2001). evaluation. in r. carter, & d. nunan, the cambridge guide to teaching english to speakers of other languages. cambridge: cambridge university press. graves, k. (1996). teachers as course developers. new york: cambridge university press. hymes, d. (1972). on communicative competence. in j. pride, & j. holmes (eds.), sociolinguistics. harmondsworth, uk: penguin books. kumaravadivelu, b. (2012). language teacher education for a global society. [kindle edition]. new york: routledge. ministerio de educación (2008 august, 06). “divulgación de resultados.” [press conference]. san josé, costa rica. nunan, d. (1988). designing tasks for the communicative classroom. cambridge, uk: cambridge university press. pearson-longman. (2002). teacher’s guide to the common european framework. new york: pearson education. pettis, j. (2010). developing our professional competence: some reflections. in j. c. richards, & w. a. renandya, methodology in language teaching: an anthology of current practice (pp. 393-396). new york: cambridge university press. richards, j. c. (2001). curriculum development in language teaching. london: cambridge university press. richards, j. c., & renandaya, w. a. (2002). methodology in language teaching: an anthology of current practice. new york: cambridge university press. usma wilches, j. (2009). education and language policy in colombia: exploring processes of inclusion, exclusion and stratification in times of global reform. profile 11, 123–142. design and implementation of an in-service efl model córdoba, rodríguez & hernández no. 10 (january june 2015) no. 10 (january june 2015) 50 authors *patricia córdoba cubillo is an associate professor of english at the university of costa rica. she holds a master’s in tesol from the university of costa rica. she has published different articles on linguistics, pronunciation and writing. she has also published some books on the listening skill for high school students of the costa rican public school system. her research interests are on english grammar, listening and writing. *xinia rodríguez ramírez is an associate professor of english at the university of costa rica in san josé. she received her master’s degree in tesol from indiana university of pennsylvania. her recent publications include let’s listen for 9th graders and let’s listen for 8th graders (editorial ucr, 2015). her research interests include english for specific purposes and efl composition. *tatiana hernández-gaubil works as a professor of english at distance state university, costa rica. she has ample experience in the field of tesol, working as english professor, outreach english program coordinator, curricular designer, and english consultant for the national teachers association (colypro) and oxford university press. she has also represented her university as speaker in national and international workshops and seminars. design and implementation of an in-service efl model no. 10 (january june 2015) no. 10 (january june 2015) 179 sensitizing young english language learners towards environmental care1 sensibilización ambiental para jóvenes aprendientes del idioma inglés rigoberto castillo and maría del pilar rojas2* universidad distrital francisco josé de caldas, escuela superior de administración pública, colombia abstract this paper reports an action research study aimed at understanding how to sensitize young english language learners towards caring for the environment. the pedagogical intervention in a 5th grade class consisted in the use of creative writing strategies to express learners’ ideas. three stages were followed: recognizing facts, reflecting on them and proposing a solution to a problem. the progress learners made at each stage was analyzed. the findings suggest that learners made significant gains in language development and environmental awareness from the opportunities offered by self-expression and debate. keywords: content based instruction (cbi), environmental education, environmental raising awareness, sensitizing, young learners, writing resumen este artículo reporta un estudio de investigación acción cuyo propósito fue entender cómo sensibilizar a los estudiantes de quinto grado sobre el cuidado y la protección del medio ambiente. se incentivó a los estudiantes a expresar sus ideas usando estrategias de escritura creativa. la intervención pedagógica siguió tres etapas: reconocimiento de los hechos, reflexión para finalmente plantear una solución al problema ambiental identificado. los avances logrados en cada etapa fueron analizados y los resultados indican que a partir de las oportunidades de auto-expresión y de debate, los estudiantes avanzaron significativamente en el desarrollo del lenguaje y en la conciencia ambiental. 1 received: june 17, 2014 / accepted: october 3, 2014 2 rcastlephd@yahoo.com, pilirojita@hotmail.com gist education and learning research journal. issn 1692-5777. no. 9, (julydecember) 2014. pp. 179-195. distance education for efl teachers no. 9 (july december 2014) no. 9 (july december 2014) 180 palabras clave: instrucción basada en contenidos (cbi), educación ambiental, conciencia ambiental, sensibilización, jóvenes aprendientes, escritura. resumo este artigo reporta um estudo de pesquisa, ação cujo propósito foi entender como sensibilizar os estudantes de quinta série sobre o cuidado e a proteção do meio ambiente. incentivou-se os estudantes a expressar suas ideias usando estratégias de escritura criativa. a intervenção pedagógica seguiu três etapas: reconhecimento dos fatos e reflexão, para finalmente propor uma solução ao problema ambiental identificado. foram analisados os progressos conseguidos em cada etapa, e os resultados indicam que a partir das oportunidades de auto expressão e de debate, os estudantes avançaram significativamente no desenvolvimento da linguagem e na consciência ambiental. palavras chave: instrução baseada em conteúdos (cbi), educação ambiental, consciência ambiental, sensibilização, jovens aprendizes, escritura. introduction educators are concerned with how best to work on issues that affect the ecosystem. this article attempts to provide the reader with an analysis of the instruction, underlying theory, and some practice that can contribute to environmental action. sensitizing students towards the environment has become essential and urgent. this demands from the educational curriculum the incorporation of current and cross-curricular topics in the classroom (unesco-unep, 1987). the authors noticed that the youngsters at the school under study did not seem to have quality information or practices about caring for the environment even if it was a matter of discussion in other school subjects. we wondered how relevant it would be to address this lack of awareness while teaching another language (l2). thus, one of the aims of the pedagogical innovation, mediated by creative writing, and content-based instruction (cbi), was to promote the understanding and the development of a conscientious attitude to recycling and saving resources. literature review content-based instruction (cbi) and environmental education (ee) constitute the main constructs of this study. brinton, snow and sensitizing young english language learners castillo & rojas no. 9 (july december 2014) no. 9 (july december 2014) 181 wesche (1989) define cbi as “the integration of content with languageteaching aims” (p. 2). jacobs and cates (1999) say that “l2 learning has a crucial role in helping people to learn about and participate in the protection of the environment” (p. 4). in addition, curtain and pesola (1994) contend that cbi in l2 instruction supports the incorporation of a variety of thinking skills and learning strategies that lead to language development, including information-gathering skills, absorbing, questioning, organizing skills, categorizing, comparing, representing, analyzing, identifying main ideas, identifying attributes and components, identifying relationships, patterns, generating skills, inferring, predicting, and estimating. likewise, stoller (1997) suggest that the pervasiveness of language in the teaching of all subjects and the close ties of written language to thinking make cbi the most influential way of promoting thinking. similarly, shih (1986) states that the use of a content-based approach to writing enables students to make judgments about the meaning of texts after thinking carefully about them, to improve language skills through the study of these texts, and to think about specific subject matters critically. in a similar vein, heid (2005) contends that when learners feel comfortable with a manner in which they can express themselves and convey meaning, they may be persuaded to continue their schoolwork. this study uses drawing as a pre-writing task, taking into account the connection that sheridan (1990) establishes, that children think symbolically in variety of ways, making marks intended to have meaning. they are clearly able to reflect upon what they see, hear, say, read, and write. these skills can be used at the same time to create knowledge by transferring information from one mode of representation to another. this has been called cross modal practice. for pasek (2004), environmental education takes place within the practice of searching for creativity and discovery, and the exploration of realities unnoticed. in this perspective, awareness is understood as the process by which teachers and learners, as individuals constructing their own knowledge, reach a growing awareness of both the sociocultural reality which shapes their lives, and their ability to transform this reality (freire, as cited in pasek, 2004). we coincide with leff (2008), who affirms that environmental awareness is not only learning the concepts concerning the impact of human activities on ecosystems, but also the use of this knowledge to understand the situation we are in, to determine how we arrived to those circumstances, and to create alternatives to change them. sensitizing young english language learners castillo & rojas no. 9 (july december 2014) no. 9 (july december 2014) 182 methodology research design framed within the qualitative research method, action research allowed us to study students’ learning in relation to teaching and to instructional practices (florida department of education, 2004). the teacher-researchers intervened to understand what happened in the stages carried out with the aim of monitoring learning (see appendix 1). “the idea of action research is that educational problems and issues are best identified and investigated where the action is: at the classroom and school level. by integrating research into these settings and engaging those who work in research activities, findings can be applied immediately and problems solved more quickly” (guskey, 2000, p. 46). the inquiry moved around the questions: how might cbi contribute to fostering the development of environmental awareness in a 5th grade class? and: how do fifth graders perceive changes in their attitudes towards environmental issues after engaging in environmental topics? context and participants thirteen boys and seven girls, ages 9 and 10, participated. we followed kahyaoglu and kiriktaş (2013), who contend that “the sooner starting the environmental education, the better is the outcome. because the interests and attitudes formed in pre-school and primary school period shape the future behaviors. especially, the attitudes and value judgment developed in early age as childhood and adolescence are highly important to form the love of nature and the empathy in the relationship with nature” (p. 6). for people to become actively involved in solutions to environmental problems and develop awareness, they need to learn early to love everything that the environment encompasses (gürsoy, 2010). pedagogical intervention in the pedagogical intervention, learners were encouraged to express concerns, feelings, opinions, arguments, judgments, critiques and means of actions while discussing the ecosystem. previous knowledge was activated with observations, videos, and readings. the language needed for expression was provided. learners drew and wrote in english about their drawings. afterwards, learners showed their work and talked about it in order to promote discussion. three stages were proposed: recognizing, reflecting, and creating (see appendix 1). sensitizing young english language learners castillo & rojas no. 9 (july december 2014) no. 9 (july december 2014) 183 recognizing. participants developed tasks that involved labeling pictures, and drawing and writing to describe and reflect on issues. the tasks attempted to display information and to recognize the importance of the environment for living. learners were required to name the problem that appeared in a picture or in a passage. reflecting. this stage encouraged participants to reflect on behaviors that cause damage to the environment. videos, short stories and visuals were used as well. the class provided their insights by drawing and by drafting a short paragraph. creating. this stage brought lesson plans in which learners were shown actions that are taken around the world to protect the environment. worksheets modeled writing while the teacher encouraged reflection on the role of humans. students represented their ideas in drawings and then they described them. data collection instruments artifacts, participants’ journals, and questionnaires were used in each stage. a questionnaire was administered at the end of each stage to examine the learners’ responses to the activities. the questionnaire contained one open-ended question: do you think that the tasks proposed have contributed to change your thoughts on environmental care? if so, why? the other items on the questionnaire were two modified likertscaled statements with faces indicating more or less agreement: 1. i think that the activities carried out in english class about environmental problems help me make decisions in favor of the environment, inside and outside school. 2. my daily habits have changed these past months so they are more in favor of the environment. for purposes of validation, the same data was collected using the same methods during the stages, comparing and analyzing common actors to confirm the progress achieved (burns, 1999). the data was consolidated, reduced, and interpreted in relation to theory and in connection to what was observed in the process (huberman & miles, 1984). data analysis and interpretation the data gathered was named, grouped, related to other data, and displayed (freeman, 1998). the analysis established categories and sub-categories. table 1 lists the categories and sub-categories in reference to the research questions. sensitizing young english language learners castillo & rojas no. 9 (july december 2014) no. 9 (july december 2014) 184 table 1. resulting categories and subcategories going green from our own experiences. going green means that participants went through a gradual process of awareness, first understanding environmental issues, then recognizing their own negative actions towards the environment, and finally, managing to propose alternative solutions for their contexts. expressing understandings and concerns about local environmental issues. in stage one it was found that drawings and writing allowed participants to voice their concerns. they recognized problematic situations in their neighborhood, school and home. according to fischer (2007), understanding includes being able to reorganize, follow the sequence of facts and make inferences. this was revealed when students connected ideas to their previous knowledge and to their personal experiences. an example that shed light on the appraisal of current problems comes from student 5’s drawing, in which he numbered each statement to organize his ideas and to refer to pollution. at the time, flooding had caused a total collapse in the city of bogota (see figure 1). student 5 drew and wrote his concerns in several propositions: people are littering there is garbage. this is contamination. there are floods in fontibón.3 people can die. this student went through the chain process to convey the idea. he also depicted the condition of floods happening at the time. he expressed how these affect people when he wrote, “people can die.” 3 a neighborhood in bogotá. sensitizing young english language learners castillo & rojas no. 9 (july december 2014) no. 9 (july december 2014) 185 figure 1. “there are floods in fontibón.” we found that learners developed descriptive knowledge and understanding as they recognized causes and effects of the phenomenon (hirose, 1995). they also tried to go through the chain process, which helped them to feel part of the problem, identifying the issues that disturb their own context. their journals corroborate this aspect. after stage one, students wrote a journal entry in which they discussed and voiced concerns about their context. s2: we are close to the bogota´s river and it reeks for contamination. water pollution is serious and causes fish and plants to die4. by connecting readings and experiences, learners rationalized the causes and consequences of those concerns. this suggests an understanding of the issues discussed. as stated by leff (2008), it is possible to say we have developed environmental awareness when we apprehend the impact of human activities on ecosystems. this, according to unesco (1997), becomes an essential part of what environmental education stands for. the learners’ understanding of these topics helped them identify their responsibility as citizens for the damage caused by their actions, as in the ensuing sub-category. sensitizing young english language learners castillo & rojas 4 original spanish: “nosotros estamos muy cerca del río bogotá y huele muy mal porque hay contaminación. la contaminación del agua es muy grave porque genera que los peces se mueran y las plantas se toman esa agua sucia y después nosotros la necesitamos para vivir.” no. 9 (july december 2014) no. 9 (july december 2014) 186 judging one’s own actions that may cause environmental impact. another aspect that supports the core category going green from own experiences is judging one’s own actions that may cause environmental impact. in stage 2 of the intervention, learners reflected and organized actions they may have taken and recognized the consequences. the evaluation of the content was found to be expressed with adjectives, such as good / bad / excellent / poor / kind / cruel, able / unable. adverbs were also used, e.g. honestly / fairly / properly / intelligently. verbs appeared: (cheating / abuse / cajole / persuade) (martin & white, 2005). to develop their reflections, some students depicted their ideas through several images, describing the beginning, the consequences, or the end of the situation in a sort of cartoon-strip, as in the sample from student 9, who made seven drawings, and under each, he described the actions: i am eating an ice cream. i have the paper, i am littering. the paper is on the floor. i am thinking is not good. i feel sorry. there is a trash can. he used language that evaluates his behavior with expressions including, “i am littering,” “it is not good,” “i feel sorry,” and “i am thinking is not good.” drawing and lexical choices conveyed the message and enabled the learner to communicate and share his feelings. the category of judgment is associated with the actions that constitute evaluating behaviors related to environmental care. figure 2. child’s drawing to describe his action and to evaluate his behavior. sensitizing young english language learners castillo & rojas no. 9 (july december 2014) no. 9 (july december 2014) 187 the learners’ journal supported the above. after completing task 7, students 1 and 2 wrote: s1. when i brush my teeth the water runs. this is wrong. i am wasting water, and water has become scarce. this does not help the environment.5 s2: i was able to reflect on what we do daily, and which damages the environment: wasting water and paper. reflecting is cool so we can improve. the economic commission for latin america and the caribbean (2000) recognizes the importance of taking into consideration the link between one’s actions and their impact on environment to change behavior and to increase awareness. proposing green personal solutions. proposing green personal solutions refers to the learners’ ability to express their contributions to protect their immediate environment. in the creating stage, the learners proposed solutions and willingness to action. these were described from their own possibilities and from what they could at home or at school. a learner drew a girl by a faucet with running water and wrote, “i am going to save water, because water is important for the planet.” this awareness is mentioned by grauer (1989), who suggests that it is indispensable to think globally, but to act locally. when learners propose solutions within their own possibilities, they are making a difference. as stated by unesco (1987), in order to develop environmental awareness, it is necessary to search for solutions and possible means of action. additionally, the learners’ work shows the development of procedural knowledge (hirose, 1995), as they created and proposed solutions. this is corroborated by student 9, who proposes to address the problem by “i am going to use a plastic glass* and i can save water”. 5 “he podido reflexionar sobre las cosas que hacemos a diario que causan daño al ambiente, como desperdiciar papel, y gastar el agua, es chévere porque podemos mejorar.” sensitizing young english language learners castillo & rojas no. 9 (july december 2014) no. 9 (july december 2014) 188 similarly, student 10 said and wrote, “there is a lot of garbage. we can reuse the things and make art with this, and decorate the school and the houses.” learners attempt to propose proenvironmental actions. being environmentally concerned and having access to adequate information facilitates these initiatives (economic commission for latin america and the carribbean, 2003). similarly, learners expressed and reported their solutions and reflections in their journals: s8. to save the environment we should start by ourselves and do things that make a difference. at school we should display our drawings and show other children what we did in our english class: and also display what can be done to take care of the environment. s9: to save the world i should save water. i am going to use a cup when i brush my teeth. as stated by unesco (1997), reflections are an essential part of what environmental education should be, that is equipping individuals with knowledge and attitudes that raise concern for the environment. from drawing and writing to express taking action. this category refers to the students’ perceived change in attitude. questionnaires for capturing their perceptions were administered to all participants after each stage (see appendix 2). an open-ended questionnaire was also administered after lessons to students randomly selected in each stage in order to validate the responses. to develop a better interpretation of what the data presented, we refer to the widely cited definition by allport (1935), who argues that attitude refers to thoughts, emotions and behaviors. it is the tendency to act in a particular way due to both an individual’s experience and personal attitude which can be inferred through verbal expressions and observed behaviors. after the intervention, we found that the learners’ ideas had evolved. by drawing and writing, they expressed actions to change routines and to favor of the environment. the participants’ responses to the questionnaire also brought insights. we found out that 18 out of 20 participants strongly agreed (sa) or agreed (a) that “the english class helped us change our ideas about environmental protection.” this was also supported by the responses in the open-ended questionnaire: “do you think the class activities contributed to changing your idea about environmental care? why?” sensitizing young english language learners castillo & rojas no. 9 (july december 2014) no. 9 (july december 2014) 189 s11: for me, environmental care means doing things for a prettier world: recycling, reducing waste, no littering, and saving water at school and at home; care also means encouraging others to protect the environment.6 s9: now i know that environmental care also depends on us.7 participants reflected that expressing and sharing their ideas with others help them enrich their knowledge about environmental issues and to build possibilities to change together. s8: i have been able to think about environmental damage. we need to start by ourselves for preventing it. we need to make a difference.8 s5: i liked some of my classmates’ ideas and i plan to follow them; such as the one of using a bottle to reduce the water your toilet wastes.9 in sum, language allowed students to think critically and analytically while proposing solutions. the l2 was used for idea generation and as a vehicle for self-expression. for unesco (1994), language serves as a means of reflection and understanding: “through language we can explore and express our understanding of cultural values and social customs” (p. 83). results the first finding deals with the approach. the young learners benefitted from the combination of content and language study. as brinton, et al. argue (1989), cbi allowed the integration of a sensitive topic, which made learning significant, and it provided learners with opportunities to communicate. besides, drawing and writing proved to be a strategy that allowed the youngsters to expand their expression and move towards critical thinking, which would lead them to behaviors that are friendly to the environment. the second findings reveal strong evidence of language development. when learners expressed themselves by drawing and 6 “para mí cuidar el medio ambiente es hacer cosas por un mundo mejor: reciclar, no desperdiciar, no ensuciar, y ahorrar agua en la escuela y en la casa. cuidar es también animar a otros para que protejan el ambiente.” 7 “ahora sé que la protección al ambiente depende también de nosotros” 8 “he podido pensar sobre el daño ambiental. para evitarlo debemos empezar por nosotros mismos”. 9 “me gustaron las ideas de mis compañeros y voy a usarlas; como la de poner una botella en el tanque del inodoro para reducir el desperdicio de agua.” sensitizing young english language learners castillo & rojas no. 9 (july december 2014) no. 9 (july december 2014) 190 composing, they could plan their writing and make language choices. learners managed to connect sentences, organize them, and to find their voice. besides, their writing brought paragraphs, larger use of conjunctions, and logical connections, suggesting diverse processes to manage a text (martin and white, 2005). the third finding relates to learners becoming sensitive towards environmental care. they first developed an understanding of the issues and then their self-expression guided them to proposing green solutions. the tasks allowed them to develop descriptive, analytical, and inferential thinking. the forth finding deals with the change of attitude. the participants’ explanation attests to that. in the diagnosis stage, students were asked about their perception of environmental protection. student 9, for example, stated that it meant not producing smoke in the environment. after the intervention, the same student complemented his idea by affirming, “environmental protection depends on us.” he also mentioned actions, like littering, as having negative impact. similarly, student 10 stated that he reflected on his actions, and through the activities carried out in class, he could come to those proenvironmental ideas. the findings concur with what freire (as cited in pasek, 2004) maintains that environmental awareness takes place “when teachers and students as constructive individuals of their own knowledge, reach a growing awareness of both the socio-cultural reality which shapes their lives, and their ability to transform this reality” (p. 38). learners were found to develop environmental awareness as they searched for solutions and possible means of action. as stated by hauschild, poltavtchenko and stoller (2012), environmentally friendly actions inside and outside the classroom naturally lead students to meaningful language use. classroom discussions about the importance of green habits lead to authentic communication, and at the same time, the likelihood that students will put their newly acquired knowledge into practice increased. conclusions the purpose of this study was to inquire how cbi may contribute to fostering environmental awareness in young learners. cbi helped learners re-shape their perceptions and attitudes towards environmental care. the pedagogical intervention encouraged interdisciplinary teaching as it enabled us to combine work on language, biology and the arts. sensitizing young english language learners castillo & rojas no. 9 (july december 2014) no. 9 (july december 2014) 191 in addition, the three stages of the intervention, recognizing facts, reflecting on them, and proposing a solution to a problem, provided evidence of critical thinking development. when learners expressed themselves by combining drawing and composing, they were able to plan their writing and make language choices. with the teacher’s assistance, youngsters managed to express themselves. their work on key vocabulary, grammatical structures, and the elaboration of ideas in paragraphs shows that they made progress in l2. beginning learners also showed sensitivity to the issues. they first developed an understanding, and then their self-expression guided them to gain environmental awareness to the point of proposing green solutions themselves. this is in line with leff (2008), who argues that environmental awareness should move us to action. furthermore, this intervention enlightened reflective teaching. the teacher-researchers were pleased with the learners’ creativity to propose solutions, and with their commitment to carrying them out. we feel we made a tiny contribution to environmental care. references allport, g. w. (1935). attitudes. in c. murchison (ed.), handbook of social psychology, (pp. 798–844). worcester, ma: clark university press. brinton, d. m., snow, m. a., & wesche, m. b. (1989). content-based second language instruction. new york: newbury house. burns, a. (1999). collaborative action research for english language teachers. cambridge: cambridge university press. curtain, h. a., & pesola, c. a. (1994). languages and children: making the match (2nd ed.). new york: longman. economic commission for latin america and the caribbean. (2003). the role of environmental awareness in achieving sustainable development. m. iizuka fischer, r. (2007). teaching thinking in the classroom. education canada, 47(2), 72-74. florida department of education, bureau of exceptional education and student services (2004). improving student learning through classroom action research. state of florida, department of state. freeman, d. 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(1995). social psychology of environment and consumption. nagoya: nagoya university press. huberman, a. m. & miles. m. n. b. (1984). innovation up close: how school improvement works. new york, plenum press. jacobs, g. m., & cates, k. (1999). global education in second language teaching. kata, 1(1), 44-56. kahyaoglu, m. & kiriktaş, h. (2013). the research of the relationship between primary school students’ environmentally responsible behaviors and conscious consumer behaviors. international journal of educational research and technology, 4(3). retrieved from: http://soeagra.com/ijert/ijertsept2013/1.pdf leff, e. (2008). discursos sustentables. méxico: siglo veintiuno editores. martin, j., & white, p. (2005). the language of evaluation. appraisal in english. london: palgrave macmillan. pasek, e. (2004). hacia una conciencia ambiental. educere, 8(2), 34-40. sheridan, s. r. (1990). drawing/writing: a brain-based writing program designed to develop descriptive, analytical and inferential thinking skills at the elementary level (doctoral dissertation). retrieved from: http://scholarworks.umass.edu/dissertations/aai9022744 shih, m. (1986). content-based approaches to teaching academic writing. tesol quarterly, 20(4), 617-648. sensitizing young english language learners castillo & rojas no. 9 (july december 2014) no. 9 (july december 2014) 193 stoller, f. (1997). project work: a means to promote language content. forum, (35)4. unesco-unep. (1987). international strategy for action in the field of environmental education and training for the 1990s. paris. unesco unesco. (1997). educating for a sustainable future: a transdisciplinary vision for concerted action. paris: unesco. resources video: energy, let’s save it!. http://videoclips.mrdonn.org/ science.html. a narrative in prezzi. http://prezi.com/6csu0f9dxn1c/flowerstory/ authors *maria del pilar rojas obtained a ba in tefl at the universidad distrital francisco josé de caldas and a ba in public administration from escuela superior de administración pública, esap in colombia. she has served as a teacher and a research assistant at both universidad distrital francisco josé de caldas and esap. she is combining her expertise in education and in administration in a project of the local education authority in bogotá that assists public schools in transforming their curricula and pedagogies. *rigoberto castillo holds a phd in foreign language education from the university of texas at austin. he teaches in the doctoral program at the universidad distrital francisco josé de caldas in bogotá. he has lectured and consulted for several organizations in latin america. recipient of the national award of the colombian association of teachers of english. his recent book on strategic learning was nominated to the british english language teaching award (eltons). the text is reviewed in this issue of gist and is available at http:// die.udistrital.edu.co/node/9278. sensitizing young english language learners castillo & rojas no. 9 (july december 2014) no. 9 (july december 2014) 194 appendix a. stages of the pedagogical intervention sensitizing young english language learners castillo & rojas no. 9 (july december 2014) no. 9 (july december 2014) 195 appendix b. questionnaire in the creating stage sensitizing young english language learners castillo & rojas no. 9 (july december 2014) no. 9 (july december 2014) educational innovation through ict-mediated learning strategies in the initial teacher education of english language teachers1 innovación educativa a través de estrategias de enseñanza mediadas por las tic en la formación inicial de profesores de inglés luis jesús rincón-ussa, yamith josé fandiño-parra, and andrea margarita cortés-ibañez2* universidad de la salle, colombia 1 received: february 13th 2020/ accepted: october 20th 2020 2 ljrincon@unisalle.edu.co; yfandino@unisalle.edu.co; ancortes@unisalle.edu.co gist education and learning research journal. issn 1692-5777. no. 21 (july-december, 2020). pp. 91-117. 92 no. 21 abstract this paper describes the results of the first cycle of a co-joint action research study in methodological innovation in pre-service language teacher education at a private university in bogotá, colombia. the first part of the study consisted of implementing several ict-mediated learning strategies that were designed considering the theoretical tenets of educational innovation, autonomy, and mediation. strategies were implemented in three different academic spaces of a b.a. in foreign languages during the first semester of 2019. the purpose of this pedagogical implementation was to examine the value of ict-mediated learning strategies for methodological innovation. the data analysis results, which were collected through a survey, indicate that ict-mediated learning strategies play a fundamental role in methodological innovation because they promote collaborative and cooperative learning, foster autonomy, and self-directed learning. in addition, these strategies also seem to provide a range of possibilities for bolstering learning agency development on the part of the pre-service language teachers. key words: teaching innovation; initial teacher education; english language teachers; ict mediation; teaching strategies. resumen este articulo presenta los resultados del primer ciclo de una investigación acción. este ciclo del estudio consitió en la implementación de varias estrategias de aprendizaje mediadas por diferentes herramientas techonoligcas. estas estrategias fueron implementadas durante el primer semestre del 2019, por tres profesores, en tres espacios académicos diferentes en un programa de licenciatura en español y lenguas extranjeras, de una universidad privada, en la ciudad de bogotá, colombia. el propósito de estas implementaciónes fue comprender el valor de este tipo de estrategias para la innovación metodológica en la educación inicial de los docentes de lenguas extrajeras. los datos se recopilaron a través de una encuesta y su análisis indica que el uso de estas estrategias puede promover el desarrollo del aprendizaje colaborativo y cooperativo, fomentar el desarrollo del aprendizaje autónomo, e igualmente ofrence multiples posibilidades para apalancar el desarrollo de la capacidad de agenciamiento del aprendizaje en la educación inicial de los profesores de lenguas extranjeras. palabras clave: innovación docente; educación inicial docente; profesores de inglés; mediación de las tic; estrategias de enseñanza. resumo este artigo apresenta os resultados do primeiro ciclo de uma pesquisa ação. este ciclo do estudo consistiu na implementação de várias estratégias de aprendizagem mediadas por diferentes ferramentas tecnológicas. estas estratégias foram implementadas durante o primeiro semestre de 2019, por três professores, em três espaços acadêmicos diferentes em um programa de licenciatura em espanhol e línguas estrangeiras, de uma universidade particular, na cidade de bogotá, colômbia. o propósito destas implementações foi compreender o valor deste educational innovation through ict strategies rincon-ussa, fandiño-parra & cortes-ibañez 93 no. 21 tipo de estratégias para a inovação metodológica na educação inicial dos docentes de línguas estrangeiras. os dados se recopilaram através de uma pesquisa de opinião e a sua análise indica que o uso destas estratégias pode promover o desenvolvimento da aprendizagem colaborativa e cooperativa, fomentar o desenvolvimento da aprendizagem autónoma, e igualmente oferece múltiplas possibilidades para apalancar o desenvolvimento da capacidade de agenciamento da aprendizagem na educação inicial dos professores de línguas estrangeiras. palavras chave: inovação docente; educação inicial docente; professores de inglês; mediação das tic; estratégias de ensino. educational innovation through ict strategies rincon-ussa, fandiño-parra & cortes-ibañez 94 no. 21 introduction t eacher education should be an innovating endeavor in which future teachers learn the craft of teaching and, more importantly, where they learn to become innovators and agents of change. in this regard, unesco (1990) argues that innovation in teacher education refers to the design, implementation, and assessment of new ideas or practices in specific educational contexts created to meet unsatisfied needs. more concretely, it states that education innovation is “the introduction or promotion of new ideas and methods that are devised in education and school practices which have a substantial effect on changing the existing patterns of behavior of the group or groups involved” (p. 2). consequently, methodological and pedagogical innovation constitute a dynamic field of study and a critical factor in ensuring the relevance and quality of future language teachers’ education. in this regard, serdyukov (2017) maintains that teacher education can help society survive and thrive if it can serve its needs and interests. this capacity demands both a consistent and systematic curricular project and a revolutionary and disruptive formative experience. as a result, he claims: schoolteachers, college professors, administrators, researchers, and policymakers are expected to innovate the theory and practice of teaching and learning, as well as all other aspects of this complex organization to ensure quality preparation of all students to life and work (p. 4). one way to ensure innovation in teacher education is through the use of ict. this is so because as ala-mutka, punie and redecke (2008) explain, “new technologies, and especially social computing, provide new opportunities for education and training, as they enhance learning and teaching, and facilitate collaboration, innovation and creativity for individuals and organizations” (p. 6). to boost their effectiveness, they recommend encouraging experimentation with ict so that teachers and students create new teaching and learning practices that benefit their local contexts. they also suggest improving ict training of both pre-service and in-service teachers to ensure they learn and disseminate better practices thanks to media and digital technologies. finally, they advise faculties of education to study ict’s impacts on teacher education, as empirical evidence is needed to describe how technology facilitates or enhances pedagogic innovation. this action research study intended to shed some light on the value of ictmediated learning and teaching strategies methodological innovation in the initial education of foreign language teachers. it is worth noting that this co-joint research project was part of an ongoing macro-research study in didactic and pedagogical innovation in higher education. the first cycle of this research consisted of designing and implementing new learning strategies in different programs and disciplines. the educational innovation through ict strategies rincon-ussa, fandiño-parra & cortes-ibañez 95 no. 21 second cycle consisted of consolidating pedagogical and methodological innovative strategies that could be replicable. consequently, various research groups from other disciplines participated in the study whose primary purpose was to gain insights into pedagogical and educational innovation in higher education. theoretical framework educational innovation and the use of ict-mediated teaching and learning strategies are two concepts that have been discussed by different scholars. the literature review provides an interesting but complex view of epistemological perspectives and theoretical and methodological frameworks. what follows is a concise but complete account of the main definitions and positions found in academic sources. educational innovation innovation comes from the latin word innovare, which means into new. then, it follows that the simplest definition of innovation is doing things in new ways or differently. to sterberg (2017), innovation can be associated with a new idea, product, device, or novelty. it can also refer to a way of thinking beyond the present and into the future. as a process, it has to do with “generating and combining ideas to make a relationship between present accomplishments and past experiences to solve a future problem” (p. 2). for their part, baregheh, rowley, and sambrook (2009) define innovation as “the multi-stage process whereby organizations transform ideas into new/improved products, service or processes, to advance, compete and differentiate themselves successfully” (p. 1334). similarly, o’sullivan and dooley (2009) understand innovation as the process of making changes, large and small, radical and incremental, to products, processes, and services that result in the introduction of something new for the organization that adds value to customers and contributes to the knowledge store of the organization (p. 5). in education, innovation is understood as the inducing of functional changes in new ways. it is the reworking of familiar fields of action to new circumstances, and the creation of new ways of perceiving and approaching problems (…) innovation relies on an orientation toward flexible adaptation, experimentation, and guided change (unesco, 1996, p. 23). likewise, the oedc/ceri (2010) understands innovation in education as educational innovation through ict strategies rincon-ussa, fandiño-parra & cortes-ibañez 96 no. 21 “any dynamic change intended to add value to the educational process and resulting in measurable outcomes, be that in terms of stakeholders’ satisfaction or educational performance… [it] focuses on how educational systems monitor and assess innovation and use the results to cumulate knowledge for action in this domain” (p. 12). redding, twyman, and murphy (2013) maintain that innovation consists of implementing an idea or invention, adapted or refined for specific contexts and needs. such implementation continues over time, often with adjustments to fit the changes in the context. over time, an innovation replaces the standard product, program, practice, or process with something better, and as the majority adopts it, the innovation then becomes the new standard (p. 6). in the same line of thought, mykhailyshyn, kondur, and serman (2018) affirm that educational innovation is any new purposeoriented activity, organizational solutions, system, process, or method to ensure the development of educational organizations and their pertinence (p. 12). these innovations include curricular innovation, pedagogical innovation, methodological innovation, technological innovation, and administrative innovation. they are defined as follows: table 1. types of educational innovation. source: adapted from mâţă (2012) and mykhailyshyn, kondur, and serman (2018). in sum, educational innovation entails implementing new ideas, new practices, and new organizational and administrative mechanisms to directly or indirectly improve learning processes. it is also evident that educational innovation is a continuous endeavor that transforms educational institutions’ culture, empowering all educational community members to be social transformation agents. educational innovation through ict strategies rincon-ussa, fandiño-parra & cortes-ibañez 97 no. 21 ict-mediated teaching strategies the classroom is the scenario in which educational innovation comes to life; amid the complex relations and interactions among the participants of learning processes, new strategies and ideas bear fruit if they are successful and validated by the immediate actors of educational processes. over the last two decades or so, educational agents, institutions, and actors at all levels have deemed that the use of ict is of paramount importance for the quality and improvement of educational systems, programs, and teaching practices. this need has given way to new notions, concepts, and theoretical frameworks that tackle the interplay of educational innovation, quality of education, and integration of ict. three of them are samr (substitution, augmentation, modification, and redefinition), tpack (technological pedagogical content knowledge), and b-learning (blended learning). on the one hand, samr describes three different levels of integration of ict. the first one, substitution, is the level in which a technological tool is used to perform a learning activity without modifying the task, e.g., reading a book in a pdf file instead of reading it on paper. the second level, augmentation, consists of using a technological tool to enrich the learning activity somehow. the third level, modification, implies the use of technological tools to transform, in significant ways, the learning and teaching practices. the last level, redefinition, entails using technological tools to design learning experiences and scenarios that would not be possible without the mediation of those tools (puentedura, 2012). on the other hand, tpack addresses the interplay of content, pedagogy, and technology. understanding the intersection of these three domains produces knowledge that empowers teachers and learners to design and manage learning processes in which the balance of the three elements ensure the quality of learning experiences (koehler, mishra & cain, 2013). finally, b-learning is an umbrella term that encompasses different methods and strategies that combine face-to-face instruction with ict-mediated learning strategies. (sharma & berrett, 2008). the overall purpose of b-learning is to “…optimizing achievement of learning objectives by applying the ‘right’ learning technologies to match the ‘right’ personal learning style to transfer the ‘right’ skills to the ‘right’ person at the ‘right’ time’ (singh & reed, 2001). these theoretical constructs provide useful orientations and insights to understand, design, and implement methodological innovations at different educational levels. they also unveil questions about teacher education and training, such as integrating ict with teachers’ initial education to develop the knowledge and skills in using technology in their future professional practice? how to ensure the quality of educational processes using ict? what is the role of ict in changing the educational culture of b.a. programs in foreign languages? these inquiries served a general frame and guide in the development of this study. educational innovation through ict strategies rincon-ussa, fandiño-parra & cortes-ibañez 98 no. 21 to shed light on the previous inquiries, teacher educators have resorted to teaching strategies designed and implemented through ict, or more specifically to what some authors defined as technology enhanced language learning (tell). to walker and white (2013), tell regards technology not merely as a tool to assist language learning, but “as part of the environment in which language exists and is used” (p. 9). this means that technology provides learners with an enriched context where language, communication, interaction, and learning occur in an articulated and purposeful way. because of its enriched nature and variety, tell allows teachers and learners to use and assess a greater range of teaching-learning strategies, which open space and time for dimensions such as connectivism, constructivism, interactionism, digitalization, and virtual reality, etc. some of these strategies deal with structuring information, collaboration strategies, inquiry projects, and metacognition (hernádez, quiróz & olarte, 2016). autonomy, mediation, and emancipation in educational innovation ultimately, educational innovation aims at promoting new and better practices, processes, and products. most of them have to do with enhancing teachers’ and students’ understanding and implementing principles such as autonomy, mediation, and emancipation. the word autonomy’s origin goes back to greece where it meant self-ruling from autos (self ) and nomos (rule). nowadays, it is understood as “the condition when an agent may determine the conception, the articulation and the execution of concepts, ideas and actions for him or her –self ” (motloba, 2018, p. 418). however, a literature review about autonomy indicates the co-existence of different but complementary theoretical perspectives (erdocia, 2014). for instance, the kantian perspective claims that exercise autonomy emerges from individuals’ critical consciousness and their use of reasoning, as opposed to heteronomy, which is based on the acceptance of external coercive regulations. in political theory, autonomy is found in the classical model of democracy, and the idea of freedom understood from a liberal perspective. in elt, autonomy is defined as “the ability to take charge of one’s own learning (holec 1981, p. 3). to him, autonomy is the capacity one develops to do a series of actions in favor of one’s learning. some of those actions determine one’s objectives, select methods, and techniques to reach those objectives, and monitor their progress towards them. for his part, dam (1995) defines autonomy as both “a capacity and a willingness to act independently and in cooperation with others, as a socially responsible person” (p. 102). this way, autonomy is not just a capacity one acquires and executes but also a predisposition and attitude one develops and fine-tunes. educational innovation through ict strategies rincon-ussa, fandiño-parra & cortes-ibañez 99 no. 21 when discussing autonomy, littlewood (1999) describes two types: proactive and reactive. the former resembles holec’s definition as it deals with a self-initiated assumption of one’s learning. the latter has to do with one’s response to an external stimulus to encourage one to organize resources to achieve an objective. in 2005, benson described three versions of autonomy in elt: the technical, the psychological, and the political. the technical version relates to the learning of a language outside educational institutions without the assistance of teachers. it focuses on the promotion of life-long learning. the psychological version deals with the attitudes and emotions learners should construct to learn languages responsibly. it emphasizes understanding the mental and affective characteristics students need to be autonomous. the political version has to do with the control learners need to have of the process and learning context. it revolves around the awareness students must develop about the purposes, the implications, and the potentials of learning for personal and social change. this co-joint research project is also underpinned by fox and riconscente’s (2008) discussion on self-regulation and metacognition to complement autonomy. these authors analyzed these two constructs by looking back at the roots in james, piaget, and vygotsky’s theories. to james, self-regulation and metacognition are inwardly directed activities of the self, which are automated as habits and exercised through efforts in terms of a will. for his part, piaget stated that metacognition and selfregulation are fundamental knowledge of and control of others and objects, a view of one’s thoughts and actions as having the same position and following the same rules as relations with these external realities (fox & riconscente, 2008). on the other hand, vygotsky declared that metacognition is the mind’s activity in which one is conscious of being conscious. simultaneously, self-regulation is implied as one needs to be aware of being self-regulated in his learning process. nevertheless, this process requires having passed the childhood stage and having social interactions with others so that such a process can become internalized. undoubtedly, various studies have used the terms of self-regulated learning and self-directed learning indistinctively. nonetheless, loyens, magda, and rikers (2008) clarify these terms’ similarities and differences. to begin with, both include active engagement as well as a set of goals to achieve. they also develop metacognitive skills. however, self-directed learning is broader than self-regulated learning. the first one infuses the school environment with new practices and discourses, while the latter is a personal feature students need to acquire and develop to define what they want to learn. it is important to point out that the underpinning principles of this notion derive from diverse disciplines and fields of knowledge regarding mediation. these tenets interweave, creating a theoretical framework that allows a dynamic dialogue among disciplines such as psychology, sociology, pedagogy, and anthropology, among others. in this respect, tebar (2003) stated that pedagogical mediation’s paradigm contributes educational innovation through ict strategies rincon-ussa, fandiño-parra & cortes-ibañez 100 no. 21 to renovating schooling altogether based on fraternity and hope for everyone. likewise, manen (1998) affirmed that mediation occurs when the pedagogical and educational processes acknowledge human and social particularities. the concept of mediation is an integral part of formal and informal adult learning, conceived not as an isolated act of cognition, but rather as interaction via mediation. in this process, learners become competent or proficient as other participants, such as teachers and peers, assist them in learning. as a result, teacher educators’ role is to act as mediator figures who work as intermediaries between general programmed contents and specific situated practices. to azadi, biria, and nasri (2018), teacher educators need to provide pre-service teachers with various kinds of mediations so that their academic, disciplinary, and personal development is facilitated and consolidated. this variety can be achieved if teacher educators act as “(i) facilitators of the learning of heuristics, (ii) mediators of knowledge sources, (iii) mediators of lifelong learning, and (iv) designers of the learning environment.” (p. 136). ultimately, teacher educators should act as mediators who help pre-service teachers conceptualize and utilize theory, skills, and attitudes for their classroom practices and formative experiences. concerning emancipation, adorno (1998) defines it as a theory that reflects critically going beyond instrumental rationality that examines reality to control it. instead, it proposes rationality that seeks to transform reality into a more just and egalitarian experience. to berrío (2016), emancipation is a form of resistance to current society, its structures, history, and nature itself, but to transform the structures that have denied subjectivity and made it impossible to carry out a project genuinely liberating. in relation to ict, emancipation implies reflecting on repressive socialization processes and the various social control mechanisms that thwart critical individuals from developing (binimelis, 2010). undoubtedly, emancipation is associated with the work of habermas (1971 as cited by adorno, 1998) when he discusses the three interest of knowledge and human interest: technical (the empirical-analytic approach), practical (the hermeneutic approach) and emancipatory (the critical approach). to him, the discovery and construction of knowledge should include but do not limit to predicting/explaining the physical world or interpreting/understanding social realities. instead, knowledge discovery and construction should lead to a transformed consciousness that allows one to make informed decisions and actions to improve one’s sense of who one is and change one’s expectations of what one can do. such transformed consciousness demands, among other things, reflection, agency, and empowerment. besides facilitating a dialogue between theory and practice, reflection encourages teachers to move from empirical/practical doing to reflective/ critical practice. in other words, reflection takes teachers “from applying learned pedagogical discourse to creating pedagogical know-how, specifically know-how that enables them to criticize and transform their practice and reality” (restrepo, 2004, as educational innovation through ict strategies rincon-ussa, fandiño-parra & cortes-ibañez 101 no. 21 cited by fandiño, 2010, p. 115). for its part, the agency has to do with “the creation of local plans and projects for the use and development of resources in response to one’s interests and particular problems” (baldauf, 2006, as cited by fandiño & bermúdez, 2016, p. 13). it is essential to point out that agency is not something that teachers can have – as a property, capacity, or competence – but is something that they do. in other words, agency denotes the quality of teachers’ engagement with temporal–relational contexts-for-action, not a quality of the teachers themselves, which means that agency is understood as an emergent phenomenon of teacher-situation transaction (see biestaab, priestleyc & robinson, 2015). finally, empowerment presupposes a process by which teachers develop, increase and validate their experience, decision-making, and authority to have an active voice in their educational practices and circumstances (fandiño, bermúdez & varela, 2016). empowerment in education, then, consists of processes where institution participants acquire the competence to take charge of their development, and from it, they can address or resolve their problems by developing the mechanisms that are necessary to do so (kimwarey, chirure, and omondi, 2014). methodological framework paradigm, approach, and type of study this study embraces the socio-critical paradigm since self-critical reflection is the core of social practices that produce the knowledge that transforms culture. this means that “doing and thinking are complementary [since] doing extends thinking in the tests, moves, and probes of experimental action, and reflection feeds on doing and its results. each feeds the other and each sets boundaries for the other” (schön, 1983, p. 280). the study’s purpose and nature are also aligned with the tenets of qualitative research that views individuals as active agents in constructing and determining realities (cook & reichardt, 2005). according to seeverd & lozares (2016), qualitative research has three distinctive features: (1) the language used to analyze data is based on the discourse, (2) the perspective of the subjects and the relation to the theoretical issues will be of great importance, and (3) the informative richness of data allows understanding the social phenomena that the subjects are experiencing. these characteristics also framed and oriented the development of the study. this study followed the overarching principles and characteristics of action research in education as its guiding research method. in view of carr and kemmis (1988), action-oriented research has four distinctive tenets: (1) commitment to social practice, (2) intention to improve, (3) use of recursive cycles, and (4) adherence to reflection. attention to these principles entailed ongoing reflection, collaboration, and solidarity to pursue collective understanding and meaning negation and construction. educational innovation through ict strategies rincon-ussa, fandiño-parra & cortes-ibañez 102 no. 21 data collection and analysis in line with the previous general guiding principles, a combination of closedand open-ended questions allowed collecting participants’ voices and perceptions during the first cycle of the research. the emergent interpretations and insights helped the researchers to relate the studied phenomena with the theoretical framework. the survey consisted of three parts: part i: participants’ perceptions about the relevance of the learning strategies and tic, part ii: participants’ beliefs about the effectiveness of the learning experience, and part iii: participants’ attitudes towards the appropriateness of the learning process. this survey was designed in accordance with gray’s (2004) five-stage process: (a) survey design and preliminary planning, (b) piloting, (c) final survey design, (d) data collection, and (e) data analysis and reporting. researchers undertook the data analysis as “a set of manipulations, transformations, operations, reflections and verifications made from data to extract relevant meaning regarding a research problem” (gil, 1994, as cited in bisquera, 2004, p.153). besides, this process of meaning-extraction and construction followed the steps of (1) data reduction, (2) data representation, and (3) data interpretation proposed by rodríguez, gil, and garcía (1999). pedagogical intervention in this co-joint research project, three teacher-educators from a b.a. program in spanish and foreign languages worked together during the second semester of 2018. they designed and implemented innovative ict-mediated learning activities and learner-centered strategies in three different academic spaces. such activities and strategies were used to boost the learners’ autonomy, self-directed learning, and agency. researchers selected the technological tools and designed the learning strategies bearing in mind the purposes mentioned above and considering the underpinning theoretical principles of autonomy, mediation, educational innovation, and ict mediated learning strategies. table 2 below shows the academic spaces, the participants, the strategies, and the tools. educational innovation through ict strategies rincon-ussa, fandiño-parra & cortes-ibañez 103 no. 21 table 2. spaces, participants, ict tools and strategies used in this pedagogical intervention. source: own elaboration. the first pedagogical implementation consisted of the use of a virtual classroom, a blog, and a website to develop several collaborative and cooperative ict-mediated learning activities: an e-learning journal, forums, co-evaluation activities, and vocabulary development activities. the e-learning journal was a blog in which students compiled written products, written feedback, and a reading log. the forums were part of a virtual classroom where learners shared and assessed peers’ written posts and videos. the third activity, co-evaluation, consisted of a workshop in a virtual classroom in which learners published, assessed, and commented on other groups’ e-learning journal. the vocabulary development activities consisted of the collaborative construction of study sets on a web site. thirty-five students of the third semester developed these strategies during one semester. 19 out of the 35 students answered the survey about the strategies at the end of the semester. twelve students from the sixth semester of an english didactics course participated in the second pedagogical implementation. it involved the explicit and systematic use of different online websites to design and elaborate graphic organizers. the graphic organizers used in a sequential order where synoptic charts (summaries), comparative charts (comparisons), timelines (sequence of events), mind maps (part-and-whole relationships), concept maps (relations among concepts), and semantic maps (webs of words). the websites used were www.canva.com, www.infograph.com, www. mindmapfree.com, www.wisemapping.com, www.creately.com/lp/concept-mapmaker, www.smartdraw.com, and www.visualthesaurus.com. this number of websites offered students the possibility to know different online alternatives to choose the ones that best fit their interests and needs. this work sought to promote the construction of knowledge, the organization of information, problem-solving, and decision-making. out of 12 students, 6 students answered the survey at the end of the academic term. eighteen students of an english language course participated in the third implementation. at the beginning of the course, an entry test was created in moodle educational innovation through ict strategies rincon-ussa, fandiño-parra & cortes-ibañez 104 no. 21 and applied to know students’ previous knowledge; then, at the end of the course, an exit test, which was the same they presented at the beginning, was done. the objective of this was to know if students had had progress in their learning process. the other tool was an online platform in which students did different type of activities in preparation for the face to face class. in these sessions, students were expected to put into practice what they had prepared beforehand. during this process, a group in whatsapp was created for peer monitoring, sharing materials, practicing speaking, and reading and listening. in total, twelve students answered the survey. findings and results the following figures present the six categories that emerged from the first cycle of this co-joint action research project: 1. level of satisfaction with the learning outcomes and the strategies; 2. the value of the technological tools for the learning process; 3. methodology and the development of autonomy, self-directed learning, and agency; 4. the impact of ict on the learning process of pre-service teachers; 5. ict and the accomplishment of learning objectives in initial teacher education; 6. the value of icts for methodological and pedagogical innovation in the initial education of foreign language teachers. level of satisfaction with the learning outcomes and the strategies implemented figure 1 shows the relationship between the overall level of satisfaction with the learning outcomes achieved and the icts-mediated learning strategies and activities. these strategies aimed to promote autonomous learning, the learner’s participation, and the construction of knowledge and meanings. the respondents’ answers indicate an adequate level of gratification with the icts-mediated in promoting the aspects mentioned before. the overall level of satisfaction of the learners with the learning outcomes showed the highest level. the line of tendency (totally agree and agree) shows a positive linear correlation between the icts-mediated learning strategies implemented and the overall satisfaction with the learning outcomes achieved. educational innovation through ict strategies rincon-ussa, fandiño-parra & cortes-ibañez 105 no. 21 figure 1. level of satisfaction with the learning outcomes and the strategies implemented. the value of the technological tools for the learning process this category comprises the results of the value of the technological tools in leveraging the learning process. the use of the technological tools seems to foster collaborative learning, decision making that improves academic attainment, and allow the learner to do activities according to his learning pace and capacity. the results indicate that pre-service teachers value the role of technological tools in developing the aspects mentioned above. the lines of tendency (totally agree and agree) show a positive linear correlation between the use of the tools and their overall value in leveraging the learning process, which is the element with the highest score. largely, it seems that technological tools might be directly correlated with the learning process’s effectiveness and efficiency in developing learning skills and attitudes essential for the educational process. educational innovation through ict strategies rincon-ussa, fandiño-parra & cortes-ibañez 106 no. 21 figure 2. the value of the technological tools for the learning process. methodology and the development of autonomy, selfdirected learning, and agency in this category, the figure portrays the relationship between the general methodology of the academic spaces and the development of skills and attitudes concerning autonomy, self-directed learning, and agency. in particular, the results suggest students valued making decisions about the learning process according to the learners needs and interests; doing self-evaluation of the learning process, identifying their strengths and weaknesses; and planning the learning process. broadly, the voice of the pre-service foreign language teachers, represented in figure 2, inform that the methodology and the strategies implemented had a moderate impact on developing skills and attitudes that allowed them to take control of the learning process and becoming independent learners in different ways. educational innovation through ict strategies rincon-ussa, fandiño-parra & cortes-ibañez 107 no. 21 figure 3. methodology and the development of autonomy, self-directed learning, and agency. the impact of ict on the learning process of pre-service teachers overall, data show icts help innovate methodology in initial teacher education. this is so as this innovation appears to provide future teachers with activities and resources that suit their needs and interests, boosting their metacognition and understanding of their learning. concretely, the graph shows that the level of preservice teachers’ satisfaction with the accomplishment of learning outcomes was high, as most of them seemed to believe that the activities carried out in their academic spaces helped them achieve their learning goals. the lines of tendency (strongly agree and agree) indicate a positive linear correlation between technological tools and the overall level of satisfaction with the level of the learning achievements. also, they appear to regard as favorable the fact that the use of ict allowed them to do educational innovation through ict strategies rincon-ussa, fandiño-parra & cortes-ibañez 108 no. 21 activities according to their learning pace and capacity. this assessment seems to correlate positively with pre-service teachers’ sense of strengthening their learning process thanks to ict use. however, data suggest future teachers may need more or better opportunities to perceive icts as a facilitating or assisting resource in terms of decision-making and collaborative work. overall, there is a strong underlying correlation between technological tools and the general level of satisfaction with the level of learning attainment. figure 4. the role of ict in the methodological innovation of pre-service teachers. ict and the accomplishment of learning objectives in initial teacher education by and large, this category presents information that suggests that the use of icts does help future teachers accomplish the learning objectives. this appears to be so as the participants’ responses indicate that ict favor three specific aspects: level of transference, level of learning achievement, and level of learning strengthening. the educational innovation through ict strategies rincon-ussa, fandiño-parra & cortes-ibañez 109 no. 21 first aspect reflects pre-service teachers’ perceptions about their capacity to transfer what they learned in the academic spaces being intervened in other academic spaces. in other words, they could use or implement the ict-mediated strategies in other classes. the second aspect shows pre-service teachers’ satisfaction with the learning they achieved because of the activities done in classes based on the new teaching strategies. the third aspect supports the second one, as pre-service teachers appear to think the technologies used in the academic spaces help them strengthen their learning process; put differently, the learning process of future teachers optimizes thanks to ict-mediated strategies. on the other hand, collaboration, learning pace, and academic performance can require some reinforcement as the participant preservice teachers’ responses show an average overall rating. figure 5. ict and the level of accomplishment of the learning process. the value of icts for methodological and pedagogical innovation in the initial education of foreign language teachers data refers to the methodology and technological tools regarding the pre-service teachers’ learning process in this category. it can be noticed that most respondents agreed that the methodology of the subject fostered the capacity to plan their academic process as well as it helped them make their own decisions and act, bearing in mind educational innovation through ict strategies rincon-ussa, fandiño-parra & cortes-ibañez 110 no. 21 their needs and interests. moreover, the methodology encouraged students to do a self-assessment on their process. on the other hand, a high percentage also shows that technological tools appear to boost their learning process. it is also noticeable that technological tools let students make decisions to improve their academic learning. furthermore, they promote cooperative learning. figure 6. ict and methodological innovation in the initial education of language teachers. discussion the different technological tools and strategies implemented in the different academic spaces positively impacted several elements of the learning process. firstly, it seems that there is a correlation between the ict-mediated learning strategies and the level of attainment of the learning outcomes. besides, it is relevant that the learners recognize the value of the ict-mediated strategies to bolster the learning process, improve their academic performance, and plan the learning process. all these elements are essential in promoting the learner’s autonomy, self-directed learning, and agency. in this regard, mostafa, ahmad, sosahabi and berahman (2017) state that “ict plays an effective role via creating motives, deepening and expanding teaching and sustaining learning as well as removing pervasive boredom and creating subjective skills” (p. 697). educational innovation through ict strategies rincon-ussa, fandiño-parra & cortes-ibañez 111 no. 21 another aspect that the learners’ value is the role of ict in facilitating decisionmaking about the learning process and developing learning activities according to their capacity and learning pace. consequently, it seems that the use of technological tools might promote students’ empowerment and ownership of the learning process. this indicates that the icts-mediated learning strategies afford the teacher possibilities to develop differentiated and tailored strategies that acknowledge diverse learning styles, levels, and paces. similarly, kler (2014) states that “ict fulfills the needs of the individual learner and also helps them in their learning by motivating them to learn and in this way the learners learn better and in a more effective manner” (p. 256). a third relevant element is that integrating icts seems to be a fundamental factor in methodological innovation in the classroom. this process, however, brings up challenges. on the one hand, it entails the reformulation of the roles of the teacher and the learner. on the teacher’s side, he positions as a strategic mediator of the learning process. someone who designs learning environments in which the pre-service teacher finds diverse learning paths that facilitate the attainment of learning outcomes and agency development. this means the capacity of making decisions about his learning process; assessing his progress and growth; planning and implementing learning strategies; identifying and overcoming hindrances that thwart his steady progress and development. in sum, the comprehensive implementation of ict-mediated learning strategies empowers the teacher-educator as a transformative agent, who purposefully fosters self-directed and regulated learning and develops a mindset of autonomy and continuous professional growth. on the part of the learner, it implies that he takes responsibility for his learning process, which means that he can make informed decisions, evaluate and plan his learning process. the reformulation of the roles in the learning process implies the change of the relationships between the participants of the learning process and the dynamics of the learning environment; in other words, the continuous reformulation of the educational culture. when discussing the challenges of teaching and learning with ict, shan (2013) maintains that teachers and learners need autonomy, capability, and creativity to be able to develop qualitative teaching and learning with ict. among other things, this means they need to acquire and develop new roles and actions to take control of the teaching-learning experience; they can apply and transfer knowledge. they can use new multimedia tools and materials. largely, the concrete and situated methodological innovations that integrate ict constitute opportunities for classroom-based educational innovation. these small-scale innovations provide insights that promote the collective and collegiality academic discussion needed to drive curricular change, which might produce the adjustment of the organizational and administrative structures and the evolution of the educational community’s educational culture. even more, these situated processes shed light on larger-scale educational innovation endeavors and even might have a significant impact on regional educational policies. educational innovation through ict strategies rincon-ussa, fandiño-parra & cortes-ibañez 112 no. 21 conclusions and pedagogical implications as a whole, the results indicate that pedagogical and methodological innovations that integrate icts in the initial education of pre-service foreign language educators might contribute to: • fostering the development of skills and attitudes in collaborative and cooperative learning, • promoting the development of autonomy and selfdirected learning, • enhancing awareness, on the part of the learners, about the learning process and developing skills and attitudes in taking control of it, • providing a range of possibilities for bolstering emancipatory agency throughout the education process of pre-service foreign language teachers, • engendering classroom-based educational and pedagogical innovation, and • empowering future language teachers with experiential-based knowledge about the value of icts in language learning and teaching. • on the other hand, pedagogical and methodological innovative practices that integrate icts bring up some challenges and implications. such challenges and implications are as follows: • technology-enhanced teaching strategies need to provide pre-service teachers with interactive activities and reflective experiences that enable them to address their interests and needs from multiple perspectives and complexity levels. this entails competencies, skills, and attitudes in using icts on the teacher and the students. • methodological and pedagogical innovations that integrate icts need to be fully integrated with academic programs and instructional practices, which implies that they need to be selected strategically based on their features and their use to support concrete learning aims. this brings up the need for organizational conditions and dynamics that facilitate collective dialogue and collegially amongst all the educational process actors. • pedagogical and methodological innovations that integrate icts need to allow room for tools and environments that help learners control and mediate their learning through multiple inquiry and self-reflection pathways. this implies that the educator of pre-service foreign language teachers assumes the role of a skillful strategic mediator whose skills and attitudes empower him to design, implement and evaluate learning paths that are aligned with the nature of the language learning process and the particular socio-cultural context of the learner. educational innovation through ict strategies rincon-ussa, fandiño-parra 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(2008). self-regulation of learning within computer-based learning environments: a critical analysis. educational psychology review, 20(4), 429–444, 2008. this article was presented in fliptech latam 2019 international conference, in october 2019 educational innovation through ict strategies rincon-ussa, fandiño-parra & cortes-ibañez 117 no. 21 authors *luis jesús rincón-ussa is an associate professor in the education school at la salle university, bogotá, colombia. he holds an m.ed. in applied linguistics to teaching english and a b.a. in modern languages. his research interests are curriculum management and design, innovation in language teachers education and professional development.  fields of expertise: english teaching and learning methodology, pedagogical practicum supervisor, undergraduate research director, and ict-mediated language learning. orcid: https://orcid.org/0000-0002-5183-6719 yamith josé fandiño-parra holds a b.a. in english philology from the national university of colombia and an m.a. in teaching from de la salle university. he is also a specialist in virtual learning environments from virtual educa argentina. currently, he is pursuing his phd in education and society at la salle university. his research interests range from foreign language learning to teacher education and language policies. orcid: https://orcid.org/0000-0002-5567-5465 andrea margarita cortés ibañez holds a bachelor of spanish, english and french from universidad de la salle, bogotá and a master degree in education from the same university. she was a spanish language assistant from 2012-2013 in kingston, jamaica. she has been a language teacher at different universities. currently, she is a full-time teacher and researcher at universidad de la salle leading the international visibility committee of the faculty of education. her areas of research and interest are didactics of language teaching mediated by ict and pedagogical practicum in teacher training. orcid: https://orcid.org/0000-0002-1063-6235 how to reference this article: rincón-ussa, l. j., fandiño-parra, y. j., & cortés-ibañez, a. m. (2020). educational innovation through ict-mediated teaching strategies in the initial teacher education of english language teachers. gist – education and learning research journal, 21, 91-117. https://doi.org/10.26817/16925777.831 educational innovation through ict strategies rincon-ussa, fandiño-parra & cortes-ibañez gist2014finalfinal.indd 7 editorial josephine taylor* with this issue, gist education and learning research journal moves to a bi-annual publication schedule, printing in both june and november. this is wonderful news for gist, as it carries the possibility of reaching more readers and involving more scholars and researchers worldwide. the new schedule offers more flexibility to potential authors, and allows our editorial committee to work more closely with researchers without the difficult challenge of accommodating articles to only one publication calendar per year. the first issue of this year represents important progress for our journal, as we share original research studies from america, asia and africa. though the articles come from around the globe, they echo common themes and concerns of teachers today. particularly prevalent is the need to investigate effective teaching practices, especially to enhance specific language skills. several articles describe structured and documented interventions in the teaching of listening, speaking, reading, writing and pronunciation. media is again featured as a strong supporting element in language teaching, with a number of studies combining the interest in language skills with technology-enhanced learning, the use of video, and the role of art in second language development. another theme that runs current in gist’s publication agenda are policies and practices in bilingual contexts. our first issue this year presents several discussions of issues related to teaching, policy and training in several contexts of bilingual education. these studies are highly relevant in colombia, where the bilingual education agenda continues to gain acceptance and hegemony, even in the absence of a strong research basis for policy or practice at the local level. gist continues its dedication to the dissemination of inquiry in this area, as a contribution to the need for pertinent studies to inform current practice. gist’s first publication from nigerian scholars treats the effectiveness of computer-assisted pronunciation teaching on senior secondary students’ speaking skills. amosa isiaka gambari, kutigi, amina usman and patricia o. fagbemi present an original computerbased pronunciation program as an aid to developing oral english skills, and document its use and effectiveness with senior secondary no. 8 (january june 2014) no. 8 (january june 2014) 8 students. this article is of interest to a wide range of readers, as it is often difficult to locate both engaging and effective ways of treating the issue of pronunciation. abdullah sarani, esmail zare-behtash and saieed moslemi nezhad’s study on the effect of video-based tasks on listening comprehension continues to provide support for media-enhanced teaching. the clear role of visual information is substantiated by the use of a control and experimental group in which one group received listening instruction with the aided tool of video while the control group received the same content in listening lessons that used only audio. this article is one of two from iran in this issue. while it is important to examine the usefulness and effectiveness of media-enhanced teaching methods, it is also quite valuable to explore learners’ perceptions of these tools. astrid wilches documents learners’ perceptions of the benefits of voice tool-based tasks on speaking in a language institute setting. not only do students point out benefits of the tools in terms of their language performance. it also appears that using asynchronic voice recording and messaging tools provides learners with comfortable spaces where both anxiety and the affective filter are lowered, enabling them to work in a more focused and relaxed manner on their speaking. throughout these pieces, we can observe the strong accompanying role of media and technology in the learning process, and how they may support language development specifically. our journal also features two studies on the teaching of reading to children. amanda carolina valbuena reports how a visual tool, the tucker signing program, aids children in the development of phonemic awareness, a key element in reading instruction. in a related study, catalina norato cerón explores how children’s participation in a voluntary “reading corner” can help learners’ overall foreign language development. the last in our series of research studies on specific language skills, and our second article from the iranian context, sasan baleghizadeh and tahareh hajizadeh examine the relationship between selfand teacherassessment of writing. it is noteworthy to observe in this study that students were actually able to achieve almost the same assessments of their own writing as the teacher. this speaks to the strong basis for learner autonomy and the effect of learner training in a particularly sensitive area: assessment. as mentioned previously, the move towards bilingual and immersion contexts is gaining an ever stronger foothold in many countries, as english continues to be seen as the definitive second language in these settings. the wide range of practices, as well as the no. 8 (january june 2014) no. 8 (january june 2014) 9 gap between official policy and educational realities attest to the need for an ever-growing body of research in these settings. gist is pleased to be able to continue in its mission of presenting original research on the issue of bilingual and immersion education in these settings. in this issue, linda gerena and dolores ramírez-verdugo present an analysis of bilingual teaching and learning practices in madrid, spain. this study is also the result of a fulbright scholar collaborative research project. the bilingual experience is further explored in mary a. petrón and barbara greybeck’s ethnographic study of the transnational experience of english-speaking transnationals in mexico. this study brings to light the complex reality of language use in border regions, particularly in the context of english as a foreign language classrooms. finally, related to the issue of training in bilingual education contexts, sandra liliana rojas molina offers a reflection on the place of the teaching of linguistics and applied linguistics in bilingual teacher training programs. this reflection is valuable for any university professor or teacher trainer working with pre-service language teachers. rounding out the section of the journal devoted to bilingualism in different settings, mayra c. daniel and mary huizenga-mccoy offer a literature review exploring the variety of ways in which art instruction can enhance second language learning as well as provide a strong support for the development of bilingualism and biculturalism. it is our hope that our new publication schedule, along with the original and pertinent studies published in this issue are of interest and value to our readers and network of supporters. editor *josephine taylor received her ba in english and french from emory university and her ms in the teaching of english as second language from georgia state university, both in atlanta, georgia. she has been a teacher of english language and linguistics for more than 25 years, as well as administrator, curriculum designer, and external reviewer of language education programs in the u.s. and colombia. she has also worked extensively in english language publishing, as author, course developer and editor. josephine is currently the new editor of gist education and learning research journal and adjunct professor in the undergraduate and graduate bilingual teaching programs at the institución universitaria colombo americana, única. no. 8 (january june 2014) no. 8 (january june 2014) 74 the articulation of formative research and classrooms projects in the language and culture class in an undergraduate english teaching program1 articulación de prácticas de investigación formativa con los proyectos de aula de las clases de lengua y cultura anglófona en un programa de licenciatura en lengua extranjera paula ramírez marroquín2* corporación universitaria minuto de dios, colombia abstract this article shows the results of a research project which searched to answer how to articulate formative research with classroom projects in an undergraduate english teaching program. to accomplish the purpose of this paper, the document will focus on the two specific objectives of this qualitative research: document revision, and knowing about students’ and teachers’ perceptions about the projects, to finally show the main elements to articulate the formative research with the classroom projects in the anglophone language and culture course. the article develops three theoretical concepts: formative research, classroom projects and praxeological pedagogy. the results presented come from the revision of the current methodological guides about the classroom projects in the program and students’ and teachers’ perceptions about them. 1 received: jan. 16, 2015 / accepted: april 16, 2015 2 paurami844@gmail.com gist education and learning research journal. issn 1692-5777. no. 10, (january june) 2015. pp. 74-91. ramírez no. 10 (january june 2015) no. 10 (january june 2015) 75 finally, the article ends with the presentation of the principal elements to articulate formative research from the classroom projects in the program. keywords: formative research, classroom projects and praxeological pedagogy resumen el presente artículo muestra los resultados de un proyecto de investigación que buscaba articular las prácticas de la investigación formativa con los proyectos de aula en una clase de inglés de un programa de licenciatura. para alcanzar este objetivo, el artículo se centrará en los dos objetivos principales de esta investigación cualitativa: la revisión documental y las percepciones de estudiantes y docentes acerca de los proyectos de aula actuales del programa, para finalmente mostrar los elementos que permiten articular la investigación formativa con los proyectos de aula de la asignatura de lengua y cultura anglófona. el artículo desarrolla tres constructos teóricos: investigación formativa, proyectos de aula y pedagogía praxeológica. los resultados que se presentan se derivan del análisis de las guías metodológicas de los proyectos de aula del programa y de las percepciones de los estudiantes y docentes acerca de los mismos. finalmente, el artículo cierra con la presentación de los elementos principales para articular la investigación formativa con los proyectos de aula del programa. palabras claves: investigación formativa, proyectos de aula, pedagogía praxeológica resumo o presente artigo mostra os resultados de um projeto de pesquisa que buscava articular as práticas da pesquisa formativa com os projetos de classe em aula de inglês de um programa de licenciatura. para alcançar este objetivo, o artigo se centrará nos dois objetivos principais desta pesquisa qualitativa: a revisão documental e as percepções de estudantes e docentes acerca dos projetos de aula atuais do programa, para finalmente mostrar os elementos que permitem articular a pesquisa formativa com os projetos de aula da disciplina de língua e cultura anglófona. o artigo desenvolve três construtos teóricos: pesquisa formativa, projetos de aula e pedagogia praxeológica. os resultados que se apresentam se derivam da análise das guias metodológicas dos projetos de aula do programa e das percepções dos estudantes e docentes acerca dos mesmos. finalmente, o artigo encerra com a apresentação dos elementos principais para articular a pesquisa formativa com os projetos de aula do programa. palavras chaves: pesquisa formativa, projetos de aula, pedagogia praxeológica ramírez no. 10 (january june 2015) no. 10 (january june 2015) 76 introduction formative research has become one of the pioneers at the moment to include research in pedagogical dynamics in order to take students beyond the simple and instrumental management of knowledge. in this respect, parra (2004) affirms that to reflect about research in the university is to reflect about the university itself; this makes research a very important process in higher education, since this should not be an “extra” aspect in the entire education process, rather its main and inherent aspect regarding its function in the society (gutierrez, 1989). this type of research is then used to build knowledge and find a clear perspective of academic work by teachers and students. in the same way, there is a necessity of research that goes beyond instruments and methods, to become a “culture” and an attitude to be sown in students and teachers by giving them the possibility to reflect about their reality. guided by this inevitability of including research in the different academic processes in higher education, particularly in the development of foreign language competences, this research project was born under the question: how to articulate educational research with the classroom projects in the anglophone language and culture subject? to answer this question, this project focused on the design of a syllabus from which to work on formative research with classroom projects in the anglophone language and culture course in an undergraduate foreign language teaching program in a university in bogotá, colombia. for this purpose, three main aspects were followed: first, the definition of what characterizes research in the institution; second, the analysis of the elements that have guided the classroom projects so far in the course; and third, the analysis of the perceptions of students and teachers about the classroom projects. finally, these aspects were combined with theoretical elements about formative research and classroom projects. literature review formative research research is a process that contributes to different dynamics in the field of education, in terms of methods and as a possibility of approaching knowledge in a different way, where creativity and innovation play a very important role (restrepo, 2003). this breaks with the traditional the articulation of formative research ramírez no. 10 (january june 2015) no. 10 (january june 2015) 77 view of research mainly seen as a static process in terms of hypotheses and results, and moves towards searching for knowledge and new forms of learning and teaching. in a more specific sense, formative research has been somewhat contradictory in comparison to research in a strict sense although its importance regarding pedagogy is undeniable. for parra (2004), research is the process that keeps the logical and methodological structure, and it will be educative if its function is to contribute to the teaching purpose. in other words, this is the idea of research to show positive and exact results changes at the moment of being included within the educative field, where it is possible to be used to improve and enrich pedagogical practice. this should not be seen as a negative aspect; rather this makes research more dynamic and multidimensional. this aspect moves teachers to a different place in their teaching exercise since this is not only assumed in terms of strategies and tools, but as the living field where research can be born: their practice as the field of their construction of knowledge. thus, formative research is the first step to work on research from different academic activities in the school because university education does not end with professional or technical education (gutiérrez, 1989). with respect to this, formative research may be seen as the first step to include research in different aspects of the academic life in the university: “formative research is not only about content but about how to impart this content” (parra, 2004, p. 59). concerning the implementation of formative research in the real educative context, the most important thing to understand is that it is not one-dimensional (restrepo, 2003) since it offers several possibilities in terms of research and pedagogy in which there are two possibilities: incomplete problems in which students solve everything, and a problem set presented by the teacher. similarly, “research inside the classroom is a whole procedure of organizing knowledge that takes pedagogy further than the simple transmission of knowledge centered in the curriculum and seen as a product, in which the plan and the objectives are implemented by the teacher in order to produce the desired knowledge on the part of students” (grundy, 1991, p. 45). formative research explores a pedagogy that seeks for active students in their own processes through the research dynamics, which also implies a different relation to knowledge. on the other hand, formative research develops several competences that are useful in terms of research and pedagogy. these competences are not only important when developing learning processes, the articulation of formative research ramírez no. 10 (january june 2015) no. 10 (january june 2015) 78 but also to take students to a more comprehensive education which goes further than the management of information or content. from anzola’s (2005) perspective, the role of research in the university is essential in order to develop students’ critical and argumentative skills. in this way, formative research not only brings research skills, but also competences which are very important in the cognitive development of students, such as the unlimited use of language to facilitate the communication, thinking in terms of a process, and evaluation in terms of decisions and attitudes. additionally, formative research implies a different view about building knowledge about reality. this means that the way that students and teachers observe and analyze their real context –and its problems -is more critical and requires them to show their own interpretation about it since formative research investigates problems that can be analyzed in different fields. this new perception of knowledge and subjects immersed in reality also implies a different way of approaching, reading and understanding reality, since “this is not far from the school but it is thought from the school as a possibility of building knowledge from the reality itself will determine the course and development of the knowledge production and the education of researchers” (cerdá, 2007, p. 62). finally, formative research contributes to the change in the ways of learning and teaching. “it considers the learning process as a knowledge building process, and the belief of the correlation of theory and pedagogical experience” (anzola, 2005, p. 70). according to this, it is possible to conclude that formative research is a perspective that goes two ways: the possibility of guiding students’ learning processes to develop pedagogical and research competences in a new perspective of building knowledge from their own reality, and the possibility for teachers to reflect about their practice and change it by turning it into in their first source of research. classroom projects classroom projects can be considered as a route to be followed in the learning process. they can be assumed as a way of organizing teaching and processes, and as a combination of activities destined to a specific purpose that can be used in different situations (estarico, 1999). in this way, the organization of the cognitive process is seen as the development of different abilities and competences in students while they acquire and use contents to respond to a specific task, in which content is not the main point but yet another element in the development the articulation of formative research ramírez no. 10 (january june 2015) no. 10 (january june 2015) 79 of cognitive and research competences. similarly to formative research, the starting point of classroom projects is the observation of reality as a problematic phenomenon that can be analyzed. from here, it is possible to see how the learning process starts by observing the reality in which students and teachers are immersed critically. this means, as a didactic tool, classroom projects imply a different view of the learning and teaching processes since the main element is not the content but the real problem to be solved by the participants. in addition, the development of competences through classroom projects is not centered in only one ability. further, projects are very comprehensive in terms of knowledge and attitudes developed in students. in estarico’s (1999) words, classroom projects contribute to discovery and knowledge building. they are related to the theories and practices that promote pedagogy and research. in this sense, classroom projects are similar to formative research since both include pedagogical and research competences while they are developed in the classroom. moreover, classroom projects favor the discovery and construction of knowledge, are cooperative and promote the integration of knowledge (estarico, 1999). they also promote a different way of seeing teaching and learning processes besides a new relation with knowledge, which is not given but built along the route. a classroom project starts from an objective to be reached and the plan of a series of activities to achieve it (hernández et al., 2011). according to the authors, a project is a pedagogical activity in which a specific problem taken from reality is studied. the participants understand the objective of the activities, which are planned corresponding to the learning objectives. students’ work is systematized in order to allow for further reflection. the priority is the educational objective, and there is constant revision of what has been done to see if something needs to be changed in order to reach the pedagogical purpose. in addition, when working on a classroom project, it is first necessary to define a task goal, and afterwards to set the pre-tasks to be developed to reach the final objective. nevertheless, before planning an activity a needs analysis should be done in order to make decisions about the contents and the methodology in the course (vilas, 2012). in spite of the possibilities that classroom projects offer, stoller (1997) maintains some general stages that a project shall follow in methodological terms: 1) to agree on the topic of the project; 2) to determine the final product; 3) to structure the project; 4) to collect information about the topic of study; 5) to gather and analyze the information; 6) to present the final product; and 7) to evaluate the project. this is what is called the organization of the learning process, the articulation of formative research ramírez no. 10 (january june 2015) no. 10 (january june 2015) 80 in which competences and results expected shall be included. besides, it is important to clarify that the topic should come from the analysis of real problems, and the first and main objective is to answer or to give an alternative to the situation identified as a problem to be solved. to summarize, classroom projects agree with formative research in terms of the way that the learning process starts, which is with the statement of a problem from the real context, the competences that students develop during the process and the way that knowledge is not given but built. praxeological pedagogy praxeological pedagogy is the educative model that guides the institution in which research is carried out. juliao (2014) explains that praxeological pedagogy comes from the necessity of locating pedagogy in a more specific place in the educative field, and it mainly considers an essential difference between practice and praxis. practice has to do with following some rules or a model to develop a skill that may become a mechanical exercise; praxis refers to the reflection about what is done, including the forms of the subject who does the reflective process, from which the practice may be changed and transformed. this means that there is an essential difference in praxeological pedagogy in terms of the role of the subject according to the process realized because there is a reflective process in which the participants have an important role because they contribute from their reflection about their own practice. on the other hand, this pedagogy is a disciplinary and professional field where students and teachers’ knowledge and experiences converge to reflect, think, transform and give a new sense to the reality inside and outside the classroom, where the participants are active subjects (juliao, 2011). this agrees with the view of knowledge proposed by formative research in which knowledge is a construction of teachers and students working together. one of the most important characteristics of praxeological pedagogy is the reflection of participants involved in the educative process. according to durkheim (as cited in juliao, 2014), reflective thinking considers two stages: a perplexity and doubt stage that gives origin to a thought and a search or inquiry to dispel the doubt. thus, reflection may be understood as a mental act, as social praxis and as a critical view of the reality in which we are and with which we interact. this perspective is interested in the curiosity and motivation to guide the observation and reflection processes which lead to real inquiry by the learner (juliao, 2014). with respect to the application of praxeological pedagogy in the learning and teaching processes, the praxeological approach has four the articulation of formative research ramírez no. 10 (january june 2015) no. 10 (january june 2015) 81 stages: to see, as an explorative and analytical phase to answer what happens; to judge, as an action phase to answer what may be done; to act, as a phase to answer what to do specifically; and creative feedback as a phase of reflection in the action to answer what was learned from what was done and where all the knowledge acquired is reflected (juliao, 2011). these four stages coincide in terms of the competences that students develop in the research process: to identify and analyze a problematic situation, to think about what may be done to solve that situation and to reflect about the process. methodology research design this study is a qualitative research due to its emphasis on exploring a problem and developing a detailed understanding of a central phenomenon (creswell, 2002), which is the articulation of formative research with the classroom projects. johnson (2008) affirms that in this type of research the most important aspect is the qualitative data collection and the objective exploration of reality. this is seen in this project from two different activities: the revision of the institutional documents in which the perspective of the research inside the university is presented, and the exploration of students and teachers’ perceptions about the role of classroom projects in the learning process. with respect to the methodology, this project agreed with the six steps in the process of research suggested by creswell (2002): 1) identification of the research problem which was taken from the real practices regarding to the classroom projects; 2) reviewing of the literature, which was done by reviewing the institutional documents; 3) specifying a purpose and research questions, which was the articulation of formative research with the classroom projects; 4) collecting data, which was done by the document revision, questionnaires and interviews; 5) analyzing and interpreting data, the data collected from a priory approach; and 6) reporting and evaluating the research. in this frame, this research project corresponds to an action research approach due to its main purpose of improving the practice of education, with researchers studying their own problems or issues in a school or educational setting (creswell, 2002), in this case, the necessity of the institution to articulate formative research with the academic activities. the articulation of formative research ramírez no. 10 (january june 2015) no. 10 (january june 2015) 82 context and participants this project was carried out in a higher education institution in the undergraduate english language teaching program, in the anglophone language and culture course, in which students develop the four language skills and learn how to communicate in the context of their own reality. the participants were 88 students from the six levels of the course, three students from a research course, six students from the final semesters, and six teachers from the program. data collection instruments the instruments used for this project were documents, questionnaires and interviews. the documents analyzed were the methodological guides for classroom projects, which are a kind of syllabus in which teachers explain the guidelines for the development of classroom projects. these were used since they are a ready-made source of data accessible to the investigator (merriam, 1998). the second instrument used was a questionnaire administered in order to find out students’ perceptions about the classroom projects. this agrees with wallace’s (2006) proposal in which questionnaires are used to obtain information about the feelings, thoughts, perceptions and beliefs of the participants. the third instrument used were semi-structured interviews administered to students and teachers “in order to tap into the knowledge, opinions, ideas and experiences” (wallace, 2006, p. 124), in this specific case, the experience with the projects in the classroom. the questions for the questionnaire and the interviews considered items such as the topics of the projects and their relation with real life, the relation with different fields of knowledge, the contribution of the projects to students’ pedagogical practice, competences, and the relation between process and product. data analysis and interpretation the analysis for this study was done from an a priori approach that, according to freeman (1998), starts from some pre-existing categories before the analysis, which in this project was done by taking patterns from the institutional documents, and the theory about formative research, projects and praxeological pedagogy. afterwards, these patterns became the pre-established categories used to analyze the data. these categories were the basis for the analysis, which sought out instances of these in the data (freeman, 1998). the articulation of formative research ramírez no. 10 (january june 2015) no. 10 (january june 2015) 83 posing a question from the critical reflection of reality. regarding this category, the methodological guides showed that there is a topic for the project, such as traditions in some countries, but not an analysis of the reality to make a question. the students expressed that there is a distance between the topics of the projects and their own reality, or at least with problems related to their field of study: we started the project from a context which is not connected with us, we did not go deep, it was only a sketch of the topic. i think there should be deepening to make changes in our reality. (student from the final semester)3 here it is possible to demonstrate that the contents are more focused on the description and search of information, but there is a lack of reflection about the reality or problems related to the culture in the foreign language learning process; this happens because the topics are related to traditions in english-speaking countries, historical events, food or important dates, which is far from students’ realities, as expressed by one of the participants. in addition, the students and teachers expressed that some projects start from a question, but that is not necessarily problematic and it does not promote transformation in the real context. appropriateness of the topics and relation with other fields of knowledge. the students and teachers agreed that the topics are appropriate for the projects in terms of the foreign language learning process, but that there is not a direct relation with other fields of knowledge. nevertheless, from the students’ perceptions it was possible to see that they recognize the rich field of culture and that this is a phenomenon which goes beyond the simple linguistic code. still, they do not see the relation to other areas. the teachers also reported that there is no relation to different fields of knowledge despite of the richness that the cultural topic implies. objectives to answer a question. the current project guides contain both pedagogical and research objectives. it was possible to see some steps such as exploration, deepening, socialization and discussion – very close to the praxeological stages-to be developed during the process. however, there is not a clear difference in pedagogical and research terms. the objectives are to describe, create, compare, evaluate, and learn, but they are not specific about the pedagogical or research process in terms of the initial question. the students expressed that 3 original spanish: estábamos empezando el proyecto por un contexto que digamos no se acomodaba a nosotros, nosotros no profundizábamos sino que mirábamos era todo por encimita. habría sido mejor profundizar para poder hacer digamos cambios en nuestra realidad. the articulation of formative research ramírez no. 10 (january june 2015) no. 10 (january june 2015) 84 the objectives of the projects are not very clear for them, but they are aware that they must follow some stages to accomplish the final product. although teachers say they are clear about what to do with the projects in the class, students are not aware they are following a process. competences to be developed. from the analysis of the methodological documents, it was possible to see how the current projects are focused on the pedagogical competences related to the process of learning a foreign language, but there is a lack in terms of research competences. the guides talk about linguistic, communicative, intercultural and technological competences, but there are no research competences mentioned. on the other hand, most of the students said that the classroom projects develop different competences, but specially linguistic and communicative. nevertheless, it is evident for them that competences related to research are omitted, as one of the students expressed: it is important for students to have the chance of developing competences such as how to do a methodological table or a theoretical framework, if this is fostered in the culture and language class it is good because that makes the thesis project easier and that students do not have problems with that. (student from final semester)4 for the teachers, the projects may help develop research, argumentative and critical thinking skills and competences. nevertheless, the problem statement and initial question are essential to develop these competences as it was evidenced in one of the teacher’s opinions. i think it is important to work the critical thinking and reflection of some aspects, we need researchable realities in which a question is possible to be made, to search and synthetize information. (teacher from the undergraduate program)5 teachers recognize that the classroom projects allow students to develop different pedagogical and research competences and we shall take advantage of this. 4 es importante que los estudiantes que tengan la oportunidad de desarrollar esas competencias de digamos de cómo saber hacer un cuadro metodológico, o saber cómo hace un marco teórico, si eso se fomenta desde las clases de cultura anglófona yo creo que sería bueno para que sea más fácil para los estudiantes y que no tengan problemas a futuro. 5 yo creo que sería importante trabajar el pensamiento crítico de algunos temas necesitamos realidades investigativas en la que podamos plantear una pregunta, que podamos buscar fuentes de información, que podamos sintetizar información. the articulation of formative research ramírez no. 10 (january june 2015) no. 10 (january june 2015) 85 answer to a question and a proposal to the problem. the guides show questions about specific topics related to culture, but the necessity or process to answer the questions is not explicit, which means that the process in research terms does not exist. nevertheless, the students expressed in the questionnaire that the questions do not require a direct answer to a real problem. although the main final product is clear, this is a remarkable aspect since it is possible to interpret that the most important thing for them is to have a final product, not to answer the question or propose an alternative or solution to a problem. as one of the students expressed: i think the topics as they are being worked do not have a lot of impact because when we talk about a festival we are only giving information, actually, we are not going further than the topic… it was not something to be transformed, to make social or personal changes. (student from the research course)6 in the teachers’ perception, there is a question in some projects, but there is no real research process required to answer the question. in this sense, the projects do not reach an interpretation process, which is where students use their real knowledge and point of view, which is the final stage in the research process. process and product relation. from the analysis of the guides, the projects include final products such as videos, oral presentations, plays, posters, etc., but there is no relation with the process, or with a research product. in this respect, the students expressed that the relation between process and product along the projects is superficial, and there is a stronger emphasis on the product rather than on the process; thus, the main task is to make a video or a poster than to show results and interpretation. the way in how the projects are presented does not have a relation the stages of the projects and its final product, most of the times we do not understand the reason for the final product and either the stages that take us to the final product. (student from the research course)7 in terms of time, teachers consider that there is limited time to monitor students’ work; additionally, they mention that there is no clear 6 yo pienso que los temas que se están trabajando no tienen impacto porque cuando hablamos de un tema solo buscamos la información pero no estamos yendo más allá en el tema… no es nada para que transformemos, para hacer cambios personales o sociales. 7 la manera como se presentan los proyectos no establecen una relación entre las fases y el producto, muchas veces no entendemos él porque del proyecto y no entendemos esas fases que nos van llevando como en un escalón hasta el producto final. the articulation of formative research ramírez no. 10 (january june 2015) no. 10 (january june 2015) 86 methodology to work on the projects and join the students with the process: the process should be standardized to know what must be done in each stage, a first stage that is started from the first week and it is also important to take the time into consideration. (teacher from the bachelor program)8 in addition, the final product is coherent with the topic but this does not show the process followed by the students. the evaluation is centered on the product and not on the building process done by the students. contribution to the students’ pedagogical practices. according to the data analysis, the guides do not mention this aspect explicitly, and for students this is not very clear either; even so, they said that the projects help them in different aspects such as in linguistic and the communicative competences: i think the topics should be joined by the pedagogical aspect… and also the reflective part should be related to the pedagogical one, how that may be taught, how to do students see that topic” (student from the research course)9 for the teachers, this contribution is not evident, but they have noticed that the projects foster linguistic competence when students are exposed to information other than class content: the projects contribute to the students’ communicative competence when they have to present, they must think about how to produce a message, how to set an oral presentation, how to structure visual material, all this helps their professional development”10 according to the previous opinion, students develop cognitive skills in terms of the selection of information, and increase their didactic knowledge and performance. 8 hay que por lo menos estandarizar el proceso, saber que hay que hacer en cada etapa una etapa clara que uno comienza a seguir desde la primera semana y me parce que también hay que mirar el tema de considerar las limitaciones de tiempo. 9 yo pienso que acompañado con los temas debería ir ahí a la par aplicado lo pedagógico… y también en la parte de la reflexión de que el tema debería ir pegado a la pedagogía, a cómo enseñarlo, como hacer que sus estudiantes vean esto. 10 yo considero que aporta a las competencias comunicativas de los, es decir cuando tienen que hacer la presentación de su proyecto ellos por lo menos tiene que desarrollar como emitir un mensaje, como estructurar la presentación oral, como estructurar por ejemplo el material visual, entonces todo esto aporta a su desarrollo profesional. the articulation of formative research ramírez no. 10 (january june 2015) no. 10 (january june 2015) 87 results the main objective of this paper that was to show results from the revision of the project guides, and to know students and teachers’ perceptions about the classroom projects. based on the findings in the previous section, it is possible to say that the classroom projects do not start with a question based on critical reflection of reality. this was demonstrated in two ways. first, the methodological guides showed that the starting point is a general topic mainly related to english-speaking countries. second, the students evidenced in their opinions that they do not find a connection with their own reality. similarly, the topic is not worked on deeply nor critically because, as students expressed, the context of the topic is not connected with them, and it does not produce changes in their own reality. third, students and teachers consider the topics of the projects as accurate according to the language learning process although the inclusion of different fields of knowledge is not explicit. on the other hand, the methodological guides do not show a difference between pedagogical, learning and research objectives. objectives corresponding to praxeological pedagogy are more focused on the pedagogical issue. similarly, for students and teachers, there is no difference between research and pedagogical objectives in the projects. they considered that they are more concerned with the foreign language competences; nevertheless, both are aware they are following some stages to reach a final product. similarly, the methodological guides showed an emphasis on linguistic and learning competences. this aspect is supported by the students and teachers’ opinions in which they recognize that the linguistic and the communicative competences in foreign language improved highly through the projects; however, they felt the projects should be used to foster research competences as well. these competences would allow for the development of argumentation, synthesis, critical thinking, as well as different methodological processes connected to the research process. regarding the answer of an initial question and a proposal to a problem by the students, the methodological guides do not show a process to be followed to accomplish this even though they consider some learning objectives and competences. according to the students’ opinions, although there is a final product, there is not an answer to a question and they do not propose an alternative to solve a problem; for them this happens because they only give information about the topic. they do not make an analysis; as a consequence, it is not possible to give a solution to a problem or create personal or social changes. for the teachers, since there is no clear answer for a problematic question, the interpretation process in which the students use their real knowledge and point of view is wasted. the articulation of formative research ramírez no. 10 (january june 2015) no. 10 (january june 2015) 88 the analysis of methodological guides showed that the products of the projects are not part of a research process. according to the students’ perceptions, the projects are more focused on the product than in the process and the relation between these two aspects is superficial and unclear, they do not understand the reason of the final product regarding the process. for teachers, the main problem with this issue is the time, which is not enough to follow the whole process, and the lack of a clear methodology to follow clear steps to make the relation between the process and the product closer and coherent. finally, in terms of contribution of the classroom projects to students’ pedagogical practices, both students and teachers consider the projects very valuable to improve communicative and linguistic competence, which are the bases of their future teaching practice as english teachers. nevertheless, for the students particularly, the inclusion of the pedagogical aspect is important. for the teachers, the didactic and cognitive competences that students develop by doing the classroom projects is a valuable aspect because they are also important for their pedagogical knowledge and practice. conclusions in terms of the articulation of formative research and classroom projects, the theory, findings and results suggest that the starting point to accomplish this articulation is the critical view of reality in order to make a problematic question. this aspect is coherent with cerdá (2007) and juliao (2014), who argue that the research and learning process should begin with the inquiry and critical view of reality in order to have students make a question about their real context. for this, the context and the problem may be close to the students’ realities, in contrast to what students expressed about what happen with the topics with which they are currently working. ramírez (2007) remarks that work centered on topics and not on problems reduces the students’ discursive production since these topics are a small representation of a given reality. this makes the process of interpretation and critical thinking difficult as the starting point is a general topic, usually with no contextualization. since the process and projects should start with a problem and a question, there should also be clear research and pedagogical objectives in order to answer that question. both kinds of objectives are possible because, according to cerdá (2007), research and pedagogical exercises are not totally different, and can be developed to reach the same objective. these objectives must be shared by teachers and students, and gonzález (2009) affirms that there should be a clear plan and objectives the articulation of formative research ramírez no. 10 (january june 2015) no. 10 (january june 2015) 89 for teachers and students to work together; these objectives should transcend the simple stages, as currently happens in the classroom projects in the program. those objectives must correspond to the process to be developed. similarly, research and pedagogical objectives should agree with the competences in the same process. currently, it is agreed that there are some basic and general competences appropriate to develop cognitive activities, and useful for research and for pedagogy (cerdá, 2007). on the other hand, cerdá (2007) points out that a research process starts with a question about the reality. juliao (2011) also states that the pedagogical process starts by reflecting about reality to do an inquiry about it. this principle also means that the research and pedagogical processes finish with the answer to that initial question, by students proposing a solution to the problem or giving an alternative. this implies a process of interpretation, analysis and contribution from students’ perspectives, which is an aspect that is missing in the current projects, according to what teachers expressed. following this, another remarkable aspect to connect formative research with classroom projects is to make the process-product relation logical. in stoller’s (1997) view, the sixth step in classroom projects is to present the final product, but there should be coherence between the process and the product. this starts by proposing a research product that reflects the process followed and the objectives of the projects finally accomplished. anzola (2005) suggests the following as products from formative research: theoretical essays, case studies, problem based learning tasks, cross curricular projects and problem cores. products such as videos or posters are also possible, but as a summary of the ones mentioned by anzola (2005), not as the main final product. finally, regarding the contribution to students’ pedagogical practices, the inclusion of formative research in higher education contributes to the preparation of future professionals, especially future teachers (cerdá, 2007). this means that at the moment of doing research, future teachers develop pedagogical and didactic knowledge and understand their practice beyond the classrooms. in addition, restrepo (2003) affirms that creativity and innovation play a very important role in formative research, which is also important for teaching. this way, formative research and classroom projects provide possibility to promote learning and research in the classroom by making students think about reality, inquire about it, and find answers to contribute to change in their real lives as teachers and actors in society. the articulation of formative research ramírez no. 10 (january june 2015) no. 10 (january june 2015) 90 references ausubel, d, novak, j.d. y hanesian, h. 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(s.f.). conceptos y aplicaciones de la investigación formativa, y criterios para evaluar la investigación científica en sentido estricto. retrieved from: http://desarrollo.ut.edu.co/tolima/ hermesoft/portal/home_1/rec/arc_6674.pdf stoller, f. (1997). project work: a means to promote language content. english teaching forum, 35(4,), p. 2. retrieved from: http://dosfan. lib.uic.edu/usia/e-usia/forum/vols/vol35/no4/p2.htm vilas, p. (2012). el trabajo por proyectos en el aula de ele: vídeo presentación de una ciudad para futuros alumnos erasmus españoles. revista electrónica de didáctica del español lengua extranjera (redele), 24. retrieved from: http://www.mecd.gob.es/dctm/redele/ material-redele/revista/2012/2012_redele_24_15paula%20 vilas.pdf?documentid=0901e72b813e7203 wallace, m. (2006). action research for language teachers. cambridge: cambridge university press. author *paula andrea ramírez marroquín holds a master’s in foreign language teaching and teacher in humanities, spanish and foreign languages from the universidad pedagógica nacional. she is a teacher and researcher at corporación universitaria minuto de dios, uniminuto. her teaching experience and research interests include the field of linguistics, such as sociolinguistics and discourse analysis in the foreign language area. she is also the leader teacher of the group of student researchers at uniminuto. the articulation of formative research ramírez no. 10 (january june 2015) no. 10 (january june 2015) exploring the barriers to online learning during the covid-19 pandemic. a case of pakistani students from heis [higher education institutions]1 explorando las barreras al aprendizaje en línea durante la pandemia de covid-19. un caso de estudiantes pakistaníes de ies [instituciones de educación superior] muhammad arsalan nazir and mohsin raza khan2 * bahria university business school islamabad campus, pakistan 1 recieved: july 9th 2021/ accepted: november 9th 2021 2 marsalan.buic@bahria.edu.pk; mohsin.raza.khan@gmail.com gist education and learning research journal. issn 1692-5777. no. 23 (july december, 2021). pp. 81-106. 82 no. 23 abstract the main objective of this study is to explore various barriers preventing students in pakistani universities from learning online during the covid-19 pandemic. applying a qualitative research design, twelve (12) in-depth interviews were conducted with business school students, selected at undergraduate and graduate levels from six (06) universities in islamabad and rawalpindi, pakistan. with thematic analysis, various themes emerged from the interview data. based on the findings, students who live in rural areas are more affected by on line le arning during the covid-19 pandemic than students in urban areas due to identified barriers and, most importantly, lack of technology infrastructure. the fi ndings of th is study wi ll be he lpful for policy makers including government and educational community to conduct and deliver smooth online education in the country during the pandemic. keywords: online barriers; distance learning; university students; online experience; covid-19; learning development; students performance; developing countries; pakistan. resumen el principal objetivo de este estudio es de explorar varias barreras que previenen a los estudiantes de educación superior (universidades) de paquistán de aprender en línea en esta pandemia de covid-19. al aplicar un diseño de investigación cualitativa, doce (12) entrevistas en profundidad se llevaron a cabo con participantes de la escuela de negocios, seleccionados en niveles de pregrado y posgrado. los datos se recolectaron de seis universidades en islamabad, paquistán. luego de recolectar los datos usando un cuestionario de desarrollo propio, se aplicó un método de análisis temático dentro de la investigación cualitativa para descubrir varias barreras relacionadas con el objetivo de este estudio. ocho temas emergieron de los datos de las entrevistas, tales como: acceso a internet, el contenido de diapositivas digitales, la percepción de los estudiantes hacia el aprendizaje en línea, cortes de energía durante la pandemia, miedo de los estudiantes a perder notas y su impacto en el empleo, habilidades del profesorado en el uso de la tecnología para enseñar en línea, el estrés de los estudiantes y la salud, y las habilidades para usar herramientas de aprendizaje a distancia. basado en los hallazgos, los estudiantes que viven en zonas rurales son los más afectados debido a las barreras identificadas y lo más importante a la falta de infraestructura tecnológica. se han proporcionado oportunidades y recomendación a las autoridades pertinentes para desarrollar y entregar educación en línea fluida en el p aís durante la pandemia. palabras clave: barreras de aprendizaje en línea; estudiantes universitarios; experiencias en virtualidad; covid-19; países en desarrollo; paquistán barriers to online learning during covid-19 nazir & khan 83 no. 23 resumo o principal objetivo deste estudo é de explorar diversas barreiras que preveem aos estudantes de educação superior (universidades) do paquistão de aprender online nesta pandemia de covid-19. ao aplicar um desenho de investigação qualitativo, doze (12) entrevistas em profundidade foram realizadas com participantes da escola de negócios, selecionados em níveis de graduação e pós-graduação. os dados foram coletados de seis universidades em islamabad, paquistão. depois de coletar os dados utilizando um questionário de desenvolvimento próprio, aplicou-se um método de análise temático dentro da investigação qualitativa para descobrir diversas barreiras relacionadas com o objetivo deste estudo. oito assuntos emergiram dos dados das entrevistas, tais como: acesso a internet, o conteúdo de slides digitais, a percepção dos estudantes ao aprendizado online, cortes de eletricidade durante a pandemia, medo dos estudantes a perder notas e seu impacto no emprego, habilidades do professorado no uso da tecnologia para ensinar online, o estresse dos estudantes e a saúde, e as habilidades para utilizar ferramentas de aprendizado à distância. baseado nas descobertas, os estudantes que moram em áreas rurais são os mais afetados devido às barreiras identificadas e o mais importante à falta de infraestrutura tecnológica. foram proporcionadas oportunidades e recomendação às autoridades pertinentes para desenvolver e entregar educação online fluida no país durante a pandemia. palavras chave: barreiras de aprendizado online; estudantes universitários; experiências em virtualidade; covid-19; países em desenvolvimento; paquistão barriers to online learning during covid-19 nazir & khan 84 no. 23 introduction t he global epidemic of the covid-19 has spread worldwide, affecting almost every country and territory (alsoud, 2021). since its inception in december 2020, at wuhan, china, it has affected almost 216 countries, with 9,129,146 confirmed cases and 473,797 deaths by the end of june 2020 (who, 2020). countries around the world have warned the public to be responsive. therefore, public care strategies have included handwashing, wearing face masks, physical distancing, and avoiding mass gatherings (wang et al., 2021). lockdowns, including ‘smart lock down’ and maintenance strategies, have been put in place as a necessary action to flatten the curve and control disease transmission (bahian et al., 2020). based on the situation, the world health organization declared covid-19 as a global pandemic, shocked the whole world. the manufacturing and tourism industries in many countries has experienced sharply falling revenues and is an education sector among those most severaly affected by the pandemic (dhawan, 2020) in short, this pandemic has changed the entire landscape of the education sector (baticulon et al., 2021). the impact is enormous, which has affected university learning nowadays, and possibly more in the future. several schools, colleges, and universities have abandoned face-to-face teaching, resulting in a paradigm shift, and most institutions were being forced to shift from campus-based learning to day-today online teaching overnight (abbasi et al., 2020). creating educational disruption everywhere, the covid-19 pandemic has hampered students’ lives and, unfortunately, is likely to have a lasting impact on their future academic lives (abuhammad, 2020). in this crisis, most university authorities see online education as the panacea for solving problems (dhawan, 2020). many institutions are using a blended learning model to cope with the current situation. top-ranked universities like harvard, mit, stanford, oxford, and cambridge, among others, are moving their programs online instead of the campus delivery mode (zeshan, 2021). switching to online learning has had many advantages such as flexibility, affordability, ac cessibility, an d pe rsonalized le arning experience. however there are strings attached – it has created a lot more difficulties in universities around the world and has faced several barriers such as infrastructure deficit, extracurricular activities, technical issues, and the most essential provision of adequate resources to ensure effective and efficient dis semination of kno wledge (patricia aguilera-hermida, 2020). by handling the covid-19 crisis better than many countries around the world, pakistan, as a developing country, has avoided the need for a complete lockdown and set an example for the world to impose a ‘smart lockdown.’ the policies of the pakistani government have even made the economy work. despite its proximity to its neighbours, china (12 times the size of pakistan), where the first covid-19 infection was found, and india (the second most affected country), pakistan response to covid-19 was barriers to online learning during covid-19 nazir & khan 85 no. 23 wholistic. various pharmaceutical and non-pharmaceutical measures have helped pakistan to curtail the exponential spread of the disease. as a consequence mortality rate due to covid-19 in pakistan was very low i.e., 2.1% compared to europe, 7.8%, asia 2.4%, and global 4.7% (zeshan, 2021). as covid-19 began to spread across pakistan, heis (university) campuses were the first to close. therefore, j ust like o ther c ountries, pakistani institutions, m ainly heis, adopted the hybrid model of learning that combines online educational materials and opportunities for interaction online with traditional place-based classroom methods to minimize the risk of a low quality teaching and learning process (abbasi et al., 2020). nevertheless, being a developing country, the issues outweigh the benefits on both ends – the heis and their students. the successful transition to online education requires a careful and in-depth understanding of the hidden issues from an administrative and student perspective (abuhammad, 2020). therefore, t his study explored t he b arriers to online learning faced by students during the covid-19 pandemic. this will help to understand their issues and experiences during online learning. the finding of the study will help the policy makers including government, academia and others, to draft strategies conducive for online learning during pandemics in pakistan. review of literature challenges and opportunities of online education as a result of the pandemic, educational technology has advanced rapidly in many countries: smartphones, tablets, augmented and virtual reality, and affordable broadband internet connectivity, 4g and 5g have made it possible to have an online learning process more productive, adaptive, and accessible (alsoud, 2021). the online learning industry currently has over usd$ 200 billion and is expected to exceed usd$ 375 billion by 2026 (pokhrel and chhetri, 2021). higher education institutions worldwide are capitalizing on this technological breakthrough and moving from traditional classroom activities to an online delivery method (mahyoob, 2020). (wang et al., 2021) found two types of e-learning, namely asynchronous and synchronous, are mainly compared, but for e-learning to be effective and efficient, instructors (faculty members) and universities (heis) must have a comprehensive understanding of the advantages and limitations. asynchronous learning means that the instructor and course students all interact with the course content at different times and locations. the instructor provides students with a sequence of units that students take according to their schedule. each unit can use assigned readings or uploaded materials, online quizzes, discussions. the instructor guides the students provide them with feedback and evaluates them as needed (id, chen and chen, 2021). barriers to online learning during covid-19 nazir & khan 86 no. 23 on the other hand, synchronous learning means that the instructor and the course students interact with the course content and with each other simultaneously but from different places. the instructor interacts with students in real-time using electronic tools such as zoom to stream audio, video, and live presentations, and microsoft team to host lessons or live meetings, the chat feature of the team tool to participate in live conversations, and google docs to edit documents (aguilera-hermida, 2020) simultaneously. several studies (baticulon et al., 2021; fawaz, 2021; id, chen and chen, 2021) have reported the benefits of these delivery methods, such as 1) recorded sessions allowing students to digest session content and/or conduct additional research before asking questions in a focus group, 2) students can access course content and initiate or respond to interactions with the instructor and their peers, when it best fits their schedule, 3) students can review recorded sessions to continue learning, 4) in a live session, only a small number of students will be able to ask questions; in an online discussion group, all students can ask questions or make comments, and 5) allow students to work around unforeseen challenges such as falling ill for a week or facing a family emergency. however, several challenges are to be expected with this online delivery method. education in pakistan during the pandemic as the online methods offer various opportunities to several stakeholders, mainly heis and education authorities, the method presents many structural, personal and behavioral challenges for faculty and students to successfully adopt and implement online form of learning (zeshan, 2021). in many countries, due to the covid-19 pandemic, education technology has advanced and adopted rapidly. in pakistan however the structure of the education system was a major barrier during covid-19. to date, almost 22.8 million school-aged children aged 5 to 16 are unable to attend the schools. this is the second-largest number of out-of-school children globally (abbasi et al., 2020). add to the misery, the pandemic coincided with pakistan’s struggle to implement a consistent program across all provinces and territories. as coronavirus control measures spread across south asia, education departments, including federal and interim ministries of education, higher education commission (hec) of pakistan, and top-level universities found themselves in dire straits or, in most cases entirely unprepared for online and distance education (zeshan, 2021). in the past, pakistan had closed educational institutions due to terrorist attacks and political threats, but there was still no official policy regarding online education (shahid and mughal, 2020). apart from this, developing countries like pakistan have no robust it infrastructure to meet the needs of urban and rural populations. in addition, the attitude of the educational community (university administration, faculty, students, and parents) towards this online learning mode is not very positive (gul and khilji, 2021). lack of specific learning space in homes, especially for rural students, parents, barriers to online learning during covid-19 nazir & khan 87 no. 23 and heis financial technology adoption constraints, lack of personal motivation and professional time management skills, and less academic interaction between students and faculty members are some of the issues to pay attention to make the e-learning experience effective (shahid and mughal, 2020). with all the issues discussed in the literature, there is still an opportunity for heis to embrace online education, as covid-19 has opened many doors of opportunity, and many institutions have adopted e-learning to deal with the pandemic crisis. therefore, now is the time for stakeholders to design online learning strategies to capitalize on these opportunities. research methodology this study used a qualitative research method that involved analyzing qualitative narrative data collected through in-depth interviews with participants. this method was adopted because it involves a detailed and in-depth exploration of the respondent’s information and experiences (rashid et al., 2019). therefore, in-depth interviews are the most suitable for this type of qualitative study to achieve the stated objective. sampling frame in qualitative research, researchers do not have a predetermined sample size but during the data collection phase they must wait to reach a saturation point (kumar, 2018). therefore, sampling is the process of selecting a part (a sample) of the largest group (the sampled population) as the basis for estimating or predicting the prevalence of unknown information, situations, or outcomes for the larger group. therefore, in this study, in total, data was collected from six universities in two cities of pakistan, islamabad and rawalpindi. three were representing the public sector and three the private sector. the data was randomly collected from these universities. initially 46 students were selected for the interviews however keeping in mind the time constrains 34 students were screen out. the final sample consist of 12 students who agreed to provide in-depth interviews. the students selected for the final interview fulfilled the sampling criteria i.e. student must have studied at least an entire semester through an online mode. this document is based on student interpretations of various barriers to online learning encountered during the covid-19 pandemic. the data collection exercise was carried out between october 2020 and march 2021. barriers to online learning during covid-19 nazir & khan 88 no. 23 data collection tool due to the pandemic, data was collected using a semi-structured interview method with an open-ended questionnaire as an interview guide through online interviews. the interview questions were developed based on the objective of this study and the existing literature. the interview included questions about participants’ backgrounds and current activities during the online semester in covid-19 and specific questions about issues and obstacles encountered by the interviewee. in order to elaborate on the abstract concepts, we have divided our questions into parts (based on eight 8 themes) using clearer language. we also encouraged respondents to provide concrete examples based on their experiences. as a result, twelve (12) semi-structured online interviews were directed to collect in-depth information from participants (students). the semi-structured online interviews were recorded manually by handwritten notes and a few audio recordings to be transcribed for further analysis. interview transcripts were transferred to text format. it begins by labeling and categorizing the codes to determine the latent barriers corresponding to the constructs. before the interviews, the consent forms were signed by the students and decided to give them enough time to share their experiences regarding the subject’s phenomenon freely, so the total interview time was 30-45 minutes, and the authors ensured that all information was received from the students and carefully noted to generate the report. data analysis in the semi-structured interviews, handwritten notes and audio transcripts were carefully manually examined for similarities and differences in participants’ responses to understand the field data better. qualitative data from this study was analyzed using thematic techniques. this study used an inductive approach to identify appropriate themes for study from students’ explicit responses, as it is considered the most appropriate qualitative approach (saunders, lewis and thornhill, 2009). after reading the data from the online interview, handwritten notes and audio transcripts were transcribed, codes were then generated after carefully understanding the data. the themes were again compared with all datasets in the form of codes and transcripts to ensure that the developed themes are complete and that all codes have been covered in the analysis process. several codes such as internet access, electronic slides etc., were then combined to identify the subthemes (categories) i.e. the availability of uninterrupted broadband internet access. after careful and in-depth reading and review of the data, themes (e.g. internet technology access) were explored and selected to draw findings from this study. barriers to online learning during covid-19 nazir & khan 89 no. 23 findings the purpose of this study is to explore various barriers preventing pakistani heis (universities) students from learning online in this covid-19 pandemic. after data collection, thematic techniques analysed the data and several sub-themes were identified. these sub-themes were then classified into eight (8) primary themes based on the codes found within a data set and named as 1) internet technology access, 2) content of digital slides, 3) students’ perception towards online learning, 4) power outages during covid-19 pandemic, 5) students’ fear of losing marks and impact on future employment, 6) faculty skills in using technology to teach online, 7) student’s stress and health in the covid-19 pandemic, and 8) student skills to use distance learning tools. in total eight (8) themes were identified based on the codes. theme 1 – internet technology access participants discussed this theme under the sub-theme, namely the availability of uninterrupted broadband internet access. during the interviews, mixed responses were recorded. participants in urban areas experienced fewer interruptions in their available internet connections, but participants in rural areas experienced more problems with their low-speed internet connections when attending online lectures during the covid-19 pandemic. below are the narratives: ‘my place of residence is islamabad, which is the federal capital, so internet access is available in this area (f-11) of islamabad. yes, i have faced interruptions, but these were rare when maintenance was taking place’ ‘i lost the connection during the online classes, and it affected my performance and results. once i attended a lecture, my teacher was discussing a very important topic, it was a math topic, and i couldn’t learn it on my own. there was a connection problem, and i was unable to attend half of the lecture’ ‘the quality of the internet around my premises is quite good. however, i faced some interruptions while learning online in the form of virtual classes’ ‘the most common results of poor internet quality were connectivity issues where i particularly couldn’t keep catching up with the course as i wanted’ ‘during covid, i had to attend my online classes from gilgit [rural area]. unfortunately, gilgit does not have 4g or the appropriate internet availability for everyone, and this has affected my online learning. once, during the defence of my mid-term exam, my internet stopped working, i lost the internet connection and i failed to get grades’ barriers to online learning during covid-19 nazir & khan 90 no. 23 ‘i spent most of my time with my family in abbottabad [rural area] during the covid-19 pandemic. therefore, faced with major internet problems during online lectures. sometimes i would join a class to hear nothing because of the poor internet. sometimes my assignment is not uploaded to lms. sometimes the teacher would ask me a question, but my voice could not reach the other end due to the poor quality of the internet connection’ lack of access to quality internet connection has emerged as a dominant issue in learning online during covid-19. students with high speed internet access were slightly comfortable to learn online as compared to the students who faced poor connectivity issues. the situation was apparent in the remote areas where state of art infrastructure to provide internet access are yet to develop in contrast to metropolitan areas. theme 2 – content of digital slides participants discussed this theme under the sub-theme: understanding the content of electronic slides. participants believed that teachers who develop technical subjects like math, finance and accounting find it difficult to teach online. problems faced by the students were content of digital slides, understanding the content in a short time and maintaining the focus. student complaint that teachers shared the slides only for a few minutes, and it was not possible for the students to easily read and understand the content of the slides in a short time. moreover, the students lived in the rural areas were unable to focus on slides because of connectivity issues. the slides changes rapidly and they did not remember the content when learning online during the covid-19 pandemic. narratives are as below: ‘i usually had a hard time understanding some of the content as the teacher had to change the slides when explaining something by drawing it’ ‘sometimes it was difficult to understand the technical subjects such as statistics and accounting. it is not at all easy to just go through the slides and when the teacher tries to annotate the technical work and the mathematical solutions on the screen it becomes even more difficult to grasp’ ‘it happened that even though the content of the slides was in front of us, the medium to deliver the content was not sufficient to understand the topic. once the teacher explained the topic presented in the slides, but due to the lack of physical presence, some of the content was difficult for us to understand on our own’ ‘in this context, courses like fundamentals of accounting and financial management include a set of concepts that revolve around calculations. barriers to online learning during covid-19 nazir & khan 91 no. 23 sometimes the instructor needs to explain these numbers step by step in detail, but many times the slides only mention 1-2 steps or maybe the final answer itself ’ ‘quantitative subjects involving the digital approach were not very easy to grasp. theoretical subjects were still easy to understand but the environment was not very conducive to learning. this non conduciveness has made it difficult for us to study analytical subjects in this way’ ‘not all courses can be taught online, for example, we studied proposal development in which we had to learn spss software and it was very difficult for us to understand through slides, we also studied finance in line but there was no learning at all’ this theme explores the efficacy of dig ital med ium and how it var ies acr oss the qualitative and quantitative aspects. it was found that students were comfortable learning qualitative subjects online as it requires less efforts and the slide shared by the instructor were self-explanatory. students learning quantitative subjects though found it difficult to co mprehend th e su bject. the sli des sha red at tim es lac k the rigour required to practice the mathematical subjects. students found that practicing numerical subjects just by looking online slides was a challenge and it was difficult to grasp. theme 3 – student’s perception towards online learning participants discussed this topic under the sub-topic: personal interest in online learning during the covid-19 pandemic. during the interviews, participants over several semesters were not motivated to learn online and attend online lectures in a pandemic situation due to numerous administrative and technical issues on the part of students and faculty. participants’ experiences are built from these quotes: ‘in the online learning some instructors were not lenient. they gave less breaks and it was difficult to stay focused for extended period of time. moreover, at times the teaching methodology seems static as there was very less interaction between the teacher and student’ ‘the first online semester went pretty well, but at the start of the second semester i started losing interest as it was more about audio lectures than actual visuals and interactions’ ‘due to the online lectures, there is a lack of interest in studying as everything seems boring and sometimes, i am unable to understand what the teacher is saying’ barriers to online learning during covid-19 nazir & khan 92 no. 23 ‘family disturbance even after avoiding it so much, the convenience of being in the comfort zone and the time and snacking flexibility made it very difficult to maintain the interest’ ‘the online learning was static and it was difficult to stay motivated. initially i tried to keep my motivation high but during the fifth [online] semester i lost the interest completely. i barely took any classes throughout the fifth semester that was conducted during covid-19’ ‘more than one factor has contributed losing my interest in online learning. i couldn’t hear the teacher properly and often marked absent. i couldn’t concentrate because of various distractions’ ‘in the 2nd [online] semester, teachers began to focus on online assignments rather than lectures and appropriate subject learning. most of the assignments did not look like a learning activity but a futile exercise as we were only searching and paraphrasing most of the material. due to the lack of focus on learning and more on assignments, i started to lose interest’ ‘living in a joint family always mean that your microphone can deliver many unwanted voices across the call leading to most embarrassing moments unfortunately, due to which i remained muted most of the time limiting my class participation’ ‘disconnecting at intervals would always cause me to miss the most important part of the lecture, making the rest completely incomprehensible. the difficulty in understanding the course is always more than sufficient to demotivate a student and possibly decrease his/her interest’ lack of one to one connection between teacher and student during online learning and it impact on student attention, interest and motivation was an area on concern. most of the students lost interest in online learning as there was very little or no interaction between teacher and student. it looks one sided to listen to audio tapes and to understand the lectures. the situation gets worse when the focus was on completing online assignments rather than online learning. theme 4 – power outages during covid-19 pandemic participants discussed this theme under the sub-theme: frequent power cuts during online learning in covid-19 pandemic. mixed responses were gathered from participants due to power outages, participants living primarily in rural areas were most affected and unable to attend online classes daily without any interruptions than those living in urban areas and unable to download online lecture recordings, submit barriers to online learning during covid-19 nazir & khan 93 no. 23 online assignments and quizzes, and upload exam paper solutions using cms/lms on time. here are the following quotes: ‘fortunately, i have never encountered this problem while attending online lectures. however, i have heard and seen many of my friends facing this problem because they are residing in rural areas where it is a 24/7 problem or facing the sudden power outage in islamabad/rawalpindi which has become a new standard’ ‘i had to go the extra mile to make sure my mobile data was not lost even in the event of a power failure’ ‘it [a power outage] happened in quizzes and exams that due to a limited time combined with a power outage, i was unable to answer the questions correctly’ ‘sudden power cuts would always disconnect us from online classes, just adding to the difficulties of online learning’ ‘there were times during exams when the lms/cms went down too. luckily, at home i have a ups back-up system that provided me with the luxury of powering my wi-fi and my laptop computer during online lectures’ ‘yes, power outages were not so common in my area, but i have faced it 3-4 times during online classes’ ‘not once, not twice, but countless times. there was this time when i was in swat [rural area] and the light went out due to which i lost the wi-fi connection and missed the whole class’ power outage is one of the burning issues of the country that has adversely impacted the growth of the economy let alone the education sector. unexpected interruptions due to power outage was critical factor in learning online. some of the students were very serious about online learning but interruptions beyond their control were not only frustrating but were costing them grades. theme 5 – students’ fear of losing marks and impact on future employment the participants discussed this theme under the sub-theme: f ears o f e valuation among students and its impact on employment. in online learning during covid-19, students believed that they might not be able to secure good grades and this will have an impact on their future employment. many teachers did not give them good grades which put them in deep stress and employment anxiety. with little practical exposure, barriers to online learning during covid-19 nazir & khan 94 no. 23 participants believed that bad grades will further reduce their chances to get desirable job in the future. below are the narratives: ‘sometimes giving less marks to the students make sense but teachers don’t have a visibility teaching online to assess who is working hard’ ‘it worried me to see how this online learning is affecting our grades. this e-learning is taking us nowhere. we got compromised grades and less future opportunities’ ‘due to online assignments, quizzes, and exams, teachers were unable to judge who was making an effort. many average students copied or asked for help from hardworking students. this made hardworking students looks less efficient and caused them to lose marks and this situation will negatively impact the employment after graduation’ ‘the main area of interest were grades and gpa for me and my peers, as well as ignoring hands-on learning that deserved more attention’ ‘our instructors are quite rigid when it comes to grades and additional favours even though online learning was very stressful and difficult to manage. with zero exposure to the practical learning, i certainly foresee how difficult it would be to find a desirable job in the future’ ‘i had lower marks on the online exams because of my typing speed. i did all the typing work by myself and didn’t take any help from others. at the end it was not enough and i lose marks. i also took new subject i.e. supply chain, which i have very little knowledge. i am afraid what would happen in future when i go for an interview. i have not studied supply chain properly because of online learning and have got very basic knowledge about the subject. i fear of facing the technical question in the interview about the subject on which i have no grip’ ‘i have been working in the prestige international hr firm since the start of my mba. but being the staff member, when interviewing university applicants these days, it is very evident that the students who have gone through the online learning mode are a year behind’ the fear of failure and its consequences on prospective job was palpable from the interviews. there is an aura among students that getting higher grades are linked to securing good jobs. during covid-19 teachers were reluctant to give good grades to the students because they believed that most of the assignments were plagiarised. as a consequence, they were graded strictly. students believe they could have obtained good grades if they were taking on campus classes. some of the students were found extremely dejected and concerned about their prospective jobs as a result of poor grades. barriers to online learning during covid-19 nazir & khan 95 no. 23 theme 6 – faculty skills in using technology to teach online participants discussed this theme under the sub-theme: faculty members trained to teach students online through electronic tools. students observed that many teachers lacked formal training to teach online classes during covid-19. when covid spread and campus learning took place online, many faculty members were unsure of how to use online teaching tools, including ms team and zoom. however, later, after using it several times, they knew them. here are the following quotes: ‘initially, teachers and students weren’t sure how to use online mediums [tools], but over time they got better at using it’ ‘yes. i felt that. last year when covid-19 started and an online change was observed, some of our instructors were unable to use ms team to take online courses and switched to zoom. unfortunately, some of them didn’t even know how to use it effectively and even said that they were not very tech savvy and struggled to use these online platforms’ ‘initially, instructors had problems using ms team or zoom effectively, but in the last online semester they were very proficient in using these tools as everyone learn things with the passage of time’ ‘one of our teachers didn’t know anything about the ms team or the online sessions. he was sometimes unable to start the lesson or stop some misbehaving students who were using the medium incorrectly to interrupt the learning of others because the teacher did not know how to take control or change the settings of an online session. he used to ask his son to start the class and finish it’ teaching online was not only challenging for the students but the teachers faced the same issue. one of the challenge faced by the teachers was lack of familiarity in using the online teaching tools like ms team, zoom etc. there was no capacity building sessions for the teachers so they equipped themselves for the online tasks. in absence of any formal training on online teaching they were forced to learn it in the hard way – try and error. theme 7 – student’s stress and health in the covid -19 pandemic this theme is addressed under the sub-theme: heavy academic workload faced by students. based on the students perception it was found that due to online learning during the covid-19 pandemic, most students felt stress at the end of the online barriers to online learning during covid-19 nazir & khan 96 no. 23 semester. indeed, due to the semester’s heavy workload, including quizzes, deadlines for assignments, projects, presentations, and exams, which resulted in poor health conditions and, as a result, many students did not do well in final exams. here are the following narratives: ‘there were so many deadlines clashing for different courses which was overwhelming and too much pressure to cope up with’ ‘with six courses to cover, i felt like every teacher was trying to get things done by assigning daily homework assignments to complete before the next class, so it was a lot of juggling work’ ‘the whole second online semester turned into a pile of assignments and quizzes that felt like an endless struggle with no real results. the learning was minimal, and it mostly increased stress rather than making us more productive’ ‘it happened a few times that the students (including me) just joined the online classes and were doing their assignments rather than listening to the lectures’ ‘online learning was full of stress and frustration. being at home and belonging to a pakistani family, like many other girls, i also must do daily household chores, apart from that many chores which also with inflexible deadlines were far too difficult to handle’ ‘for some subjects, it was a yes because few teachers did not take the whole scenario seriously at the beginning, which became outrageous for the students at the end of the semester. there were a few teachers who gave us online assignments/presentations/quizzes at the end of the semester like we had nothing else to do’ ‘yes, all the time [stress] especially towards the end of the semester when we were still busy with final presentations and project submissions. usually, we have a week to prepare before exams, but this time we had barely two days to prepare, and i used to study the first paper only’ ‘i was unable to complete my quizzes and other tasks on time and felt overwhelmed. i was crying because i couldn’t keep up with other students and couldn’t do my university work on time’ ‘stress, because this [e-learning] was a new experience and probably it didn’t suit me. i didn’t like it and couldn’t really focus on the lecture. there were distractions both from our side and from the teacher’s side which sometimes seriously annoyed me’ surprisingly online learning was very stressful for many students. not meeting barriers to online learning during covid-19 nazir & khan 97 no. 23 deadlines, over work, devoid of work life balance and less time for preparation were some of the dominant causes of stress. one of the main drawback emerged of online teaching was student teacher discussion time was replaced by the extra assignments and quizzes. students were frustrated as they felt they were not learning rather than the focus was on solving quizzes and submitting assignments. theme 8 – student skills to use distance learning tools this theme is addressed under the sub-theme: adequate knowledge of students to use distance learning tools. when the covid-19 pandemic started and convention class learning switched to online learning many students living in rural areas faced difficulties. they were not conversant with online learning, and knows very little about ms team and the zoom. these students encountered several issues while using these tools. it took a while to get familiar with the online teaching tools during covid-19. here are the following narratives: ‘at first it was a bit overwhelming as we weren’t exposed to this online learning methodology and didn’t know how it worked, but over time we learned and now it’s easier to use and access these distance learning tools’ ‘it happened to me several times that i could not join the ms team because it was showing an error joining the class or an error while logging in. i think i didn’t know how to use it’ ‘during the first online weeks it was difficult for me to use the tools, but i learned and was able to use them without any difficulty’ ‘i haven’t fully learned how to use these online tools yet; they are very complicated. and i don’t even know most of the tools yet’ ‘at first, i had problems with this [ms team/zoom] software, but gradually i started to learn how to use them and gained a strong grip on these distance learning applications’ students were unaware to use online tools as they have not faced this challenge before. many students were not even aware of the modern tools like zoom, ms team etc. learning online tools besides the heavy workload was unbearable for many students. barriers to online learning during covid-19 nazir & khan 98 no. 23 discussion the main objective of this study was to explore various barriers that prevented pakistani (universities) students from learning online in this covid-19 pandemic. based on the interviews, university students shared mixed responses, especially those who lived in rural and remote areas. it was found that at first when the covid-19 pandemic started and face-to-face teaching switched to online learning, due to administrative and technical issues, they had to face many challenges to learn online. there are other barriers that hinder students’ practical knowledge and have a negative impact on their future employment. theme one (1) was internet technology access and explored the barriers in online learning due to the unavailability of internet access. literature shows that e-learning to work, access to internet technology is imperative. this was apparent when during covid-19 students learning online require internet access (alsoud, 2021). with better internet technology resources available, students can learn online without interruptions (baticulon et al., 2021). concerning previous studies, due to the country’s poor digital readiness, many educational institutions, including individual customers, are still not equipped with the latest internet technologies (gul and khilji, 2021). this is because high-speed internet access is not affordable for many students, especially those residing in rural areas. even for those with internet access, the quality is not good enough to attend lectures online through ms team and zoom software and download/upload online assessments using cms/lms. this study found that the unavailability of uninterrupted broadband internet access is considered a significant barrier to online learning among students of higher education institutions in pakistan. lack of internet access and interruptions affected students’ online learning as they could not submit assignments on time and, at times, they were unable to attend the classes (alruwais, wills and wald, 2016). this study further found that uninterrupted high-speed internet access is necessary to perform several online assessment tasks that must be taken into account by the competent authorities of internet service providers to adapt the country’s e-learning mode to the covid-19 pandemic. theme two (2) was the content of digital slide i.e. what is shared with the online students through power point presentation and other sources. theme 2 also entails the impact of digital slides on learning online. during covid-19 the problematic content of digital slides was observed an obstacle for students to learn online easily. students shared their issues and problems about their lack of understanding on the content of digital slides. literature shows that the education system in pakistan has always been the subject of news and criticism, especially the school and university curriculum. students who graduated from college and entered their first year of the university have always struggled to settle in with the system and teaching methodology (abbasi et al., 2020). consistent with the literature current study found barriers to online learning during covid-19 nazir & khan 99 no. 23 that during the covid-19 pandemic, university students could not understand the content of digital slides. although slides (online presentations) were the only option in pakistan for distance learning, students believed that this methodology was valid only for theoretical subjects. most of the students believed that the slides were used for technical courses like statistics, accounting, and especially math, which caused significant problems to learn online. to facilitate e-learning heis and faculty members need to adopt an alternative mode, especially for technical subjects. one way could be to solve the question on whiteboard record them and upload on the lms so that the student can download them at their ease. according to the literature, this problem arises when teachers accidentally have to switch to online teaching mode and they are not technically and mentally ready for it (pokhrel and chhetri, 2021; zeshan, 2021). theme three (3) was students perception towards online learning. the theme explain that the perception of students towards online learning was very confusing in pakistan. the primary cause of this confusion was the absence of one-to-one interaction between teacher and students. in literature about the pakistani education system, requiring extra grades from teachers to pass or improve students’ final grades is expected, however, during the covid-19 pandemic, there was little or no interaction between teacher and students, and the students were not able to request additional marks considered an important finding of this study. this significantly impacted students’ grades as they did not receive additional grades according to their expectations. the situation was complicated when many students lost interest in learning online because they thought some of the courses were boring to learn online, and faculty members were not lenient when grading based on online assignment submissions, quizzes, and exam papers (abuhammad, 2020). furthermore, due to the rigor of student assessments, many students lost interest, leading to a negative perception of online learning. other technical issues such as internet disruptions and course comprehension further lead to students’ lower perception of online learning in the covid-19 pandemic, in line with other literature studies (fawaz, 2021; wang et al., 2020). power outage remerged as the fourth (4th) theme that hampers the online learning during covid-19. this problem was also highlighted in literature that the lack of the latest technologies and infrastructure is hampering the growth of many sectors, including education (nazir & roomi, 2021). according to the literature, the availability of stable electricity has played a vital role in e-learning at higher education institutions in developed and western countries (mahyoob, 2020). however, this study found severe power outages and blackouts in significant parts of pakistan, including rural and remote areas, and some in urban areas were seen as a major obstacle hindering the e-learning in heis of pakistan during covid-19. many students complained that they could have done much better if there was no issue of power outage. they believed that this was one area where they have no control on the situation. sometimes the students were perfectly prepared for the quizzes, but at the eleventh hour they were barriers to online learning during covid-19 nazir & khan 100 no. 23 faced with the problem of the power failure. ironically there was no schedule for the power outage and it ranges between 5-10 hours in rural areas and 2-4 hour in urban areas. in this scenario, when the power was cut, students could not attend classes, and it could even worsen during online exams. pakistan’s higher education institutions are aware of this challenge, however, due to inflexible exam policies, students suffer as they must rely on expensive alternative electrical backup devices such as ups and generators to attend classes without interruption and complete the final exams online. in literature (alruwais, wills and wald, 2016) also found that flexible exams policy must be implemented in the covid-19 pandemic by higher education authorities and universities, making it easier for distant students and allowing them to learn smoothly during blackouts. theme five (5) was student fear of losing marks and impact on future employment. this theme covers the student sentiments towards future employment as a consequence of online learning. students’ fear of losing marks while learning online was found a major barrier in previous studies (patricia aguilera-hermida, 2020; zeshan, 2021). students fear that getting lower grades would adversely impact their gpa and could seriously jeopardize their employment opportunities in the future. in pakistan, business sector usually prefer applicants with good grades, and failing to acquire a high cgpa student could lose the opportunity to get shortlisted (nazir & zhu, 2018). during covid-19 many instructors used multiple online methods for assessments such as assignments, case study analysis, class participation, quizzes, projects, and exams that students believed teachers were unable to judge who was making an effort and who was not. further, the lack of interaction between the teacher and student has aggravated the situation. learning online also means that students are well equipped with the modern teaching techniques, including the use of software, using lms, and online assessment methods (gul and khilji, 2021). however, due to several technical and infrastructure deficit issues, many students failed to get good grades. the primary concerns of students were to get good grades. getting bad grades in exam is linked with deep stress and employment anxiety (wang et al., 2020). it is a fact that many faculty members were not able to properly assess the students during the covid-19. as a result, many students got bad grades. literature has also supported this fact that online teaching has a negative impact on the students’ grade (pokhrel and chhetri, 2021). in order to overcome this obstacle, interactive learning and discussion sessions should be introduced in heis for the faculty members. this would be convenient for students and will help them to learn online and achieve good grades. this finding is consistent with previous research which indicate that online assessment has benefits, but errors and ethical issues must be taken into account to make it successful (bahian et al., 2020; dhawan, 2020). it was observed in theme six (6) that faculty skills in using technology to teach online was not exemplary. although students struggled in learning online, many barriers to online learning during covid-19 nazir & khan 101 no. 23 teachers were also behind the curve in delivering online lectures. one obvious reason for this inefficiency lies in the fact that the teachers were not given formal training. previous studies found that the faculty members of heis (universities) should have sufficient knowledge and expertise to conduct and execute online teaching mode with adequate know-how of online teaching software, including the ms team and zoom (alruwais, wills and wald, 2016). however, this study found that the sudden switch to online education during the covid-19 pandemic created many problems for students as well as faculty members as they were not trained for online teaching and most of them had very basic knowledge of online teaching software. at time, teachers were asking for help to perform the basic function of ms team and zoom, like how to start and end the session, give access to students, record the lecture, etc. this study further found that, without any formal training, many faculty members learned the online teaching tools on their own and got used to them multiple times or with the help of students. it could have saved students and teachers a lot of time and energy if hei had been provided proper training to faculty members (id, chen and chen, 2021). similarly, in this unpredictable situation, advanced technology-related training should have been provided to all faculty members of heis in pakistan. the training should have been done before the start of new semester so the faculty is well versed with the basic features of ms team and zoom. theme seven (7) was about student stress and health during covid-19. the theme explored that student suffers not only in grades but the health was another hard hit area. a continuous mental stress was not bearable for students and some students were not be able to cope with the situation. the heavy academic workload has been seen as the most common problem for hei students across the globe during covid-19 (shahid and mughal, 2020). this study found that during the online teaching mode, students were given many assessment tasks with a tight deadline and without any flexibility from the instructors. many teachers did not take the whole covid-19 pandemic situation seriously initially, and as the semester progressed, the workload was piled up for the students. at the end of the semester, students had to complete the assignments, assessment, and submit the final project along with presentations, which was frustrating for them. due to all these sudden assessments, students were annoyed and very concerned about the grade they were likely to receive during the online semester. as a consequence, and due to the heavy academic workload, students got sick, which is seriously associated with academic stress with adverse outcomes such as poor health, anxiety, depression, and poor academic performance. to create a relaxing teaching environment for students, short and practical lesson plans should have been adopted during covid-19. in addition, the teacher should have short and innovative evaluation criteria to allow the students to work hard and not be stressed. this finding is consistent with a previous study by id et al., (2021) that the fear of losing marks and the impact on future employment opportunities can lead to stress and health problems for university students. barriers to online learning during covid-19 nazir & khan 102 no. 23 theme eight (8) was students skills to use distance learning tools. the theme documents students weaknesses in using online teaching tools. the inability was mainly attributed to lack of access to professional training. to successfully conduct online sessions during the covid-19 pandemic, it is not the sole duty of faculty members to learn and execute online teaching tools, but students must have technical skills to use distance learning tools while staying at home (gul and khilji, 2021). according to this study, students could not use distance learning tools, including ms team and zoom. the covid-19 has brought a paradigm shift in academia as traditional class room learning was replaced by the online learning. students were not ready for this change which caused them to quickly learn distance learning tools, which is a serious concern for higher education institutions in pakistan. due to a poor understanding of online tools, students suffered a lot in the first semesters and failed to adjust to this new e-learning methodology. however, with time and difficulty with the tools, students gradually learn to use them. the sudden shift to e-learning puts both faculty and students in difficulty. however, relevant distance training on online tools needs to be put in place to overcome user challenges. many of these suggestions are consistent with the results reported in previous studies (dhawan, 2020; baticulon et al., 2021). conclusions the spread of the covid-19 pandemic is becoming unstoppable and has already influenced people and countries worldwide. (id, chen and chen, 2021) called for multidisciplinary scientific research to be at the heart of the international response to the covid-19 pandemic. (id, chen and chen, 2021) provide further evidencebased guidance to respond to promoting the health and well-being of people during the pandemic. to respond to this call, the main objective of this study was to explore various barriers that prevent pakistani heis (universities) business school students from learning online during covid-19. the study further explores the stress of students and health issues during covid-19. this study extends previous studies (abbasi et al., 2020; shahid and mughal, 2020; zeshan, 2021) and adds to the current literature by highlighting the issues faced by students and faculty members. many new themes have emerged through qualitative inquiry, such as internet technology access, content of digital slides, student perceptions towards online learning and power outages during covid-19 pandemic. higher education institutions must consider such issues to conduct online learning smoothly in the pandemic. this present study further explored barriers relating to behavioral, personal interest of the students and students’ academic stress and health, and most importantly technical and administration. therefore, the result of present study are important for barriers to online learning during covid-19 nazir & khan 103 no. 23 policy making not in pakistan but worldwide because heis will keep using e-learning mode of teaching during the covid-19 pandemic. online education is helpful for students in higher studies, who have completed at least 14-16 years of education from higher education institutions in pakistan. however, students were concerned about the barriers faced by their peers due to poor administration of heis and other technological infrastructure deficits such as power outages, unstable internet connections, especially in remote and rural areas, and cms/lms connection issues when uploading/downloading assessments. therefore, students believe that the authorities of higher education institutions should resolve the problems related to administration, and government and national telecommunications regulatory authorities should resolve technical issues before embarking on distance learning teaching mode. other faculty members should explore an interactive learning methodology while teaching online so students will not be bored and start taking an interest in online learning during the covid-19 pandemic. heis should define an evaluation criterion that is beneficial for students and teachers regarding feedback on online education received from students. this could be done if heis have secure and reliable software’s for the online teaching mode and quick feedback on student assessments. in addition, students and faculty members need to be trained in technology to take advantage of and reap the benefits of this online learning mode opportunity. barriers to online learning during covid-19 nazir & khan 104 no. 23 references abbasi, s. et al. 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(2021) ‘business students experiences about online learning during covid 19’, romanian statistical review, (2), pp. 48–61. available at: https://web-b-ebscohostcom.datubazes.lanet.lv/ehost/pdfviewer/pdfviewer?vid=27&sid=e2baa3b6-3f464d21-aa50-6d3fdd012bd6%40pdc-v-sessmgr02. 106 no. 23 authors * muhammad arsalan nazir is an assistant professor of entrepreneurship and innovation in the faculty of marketing and entrepreneurship at bahria university of business school, islamabad, pakistan. he holds a phd in entrepreneurship and innovation in small business management from the university of teesside business school, uk. he also obtained an mba in general management from cardiff metropolitan university and msc in marketing and business management from the university of bedfordshire school of business, uk. currently he is a candidate for certified management accountant (cma), usa. while working in a private sector based in london, he further has extensive experience in smes and entrepreneurship growth in the context of developed and emerging economies in different regions of the world, and in particular in south asia. he has presented papers at international conferences and his research and publications have specifically focused on the development of digital information and communication technology applications related to e-commerce and innovation in smes. the objective is to determine the growth of technological entrepreneurship capacities, then to compare the results with those of other regional actors in the asian and western context. he is also a fellow of the british academy of management (bam), uk and a reviewer of several peerreviewed journals. orcid: https://orcid.org/0000-0001-5416-9010 mohsin raza khan is a public finance management specialist with a decade of professional experience in financial management, accounting, and taxation. he has earned his doctorate in 2018 from bahria university islamabad with a major in finance. he has worked on a project to assessed baluchistan’s revenue potential and has devised a revenue mobilization strategy for the province. he has also worked with the world bank as the national health financing consultant. currently is serving as an assistant professor at the bahria business school, bahria university islamabad. his research areas are pfm, and health financing. orcid: https://orcid.org/0000-0002-9658-317x how to reference this article:nazir, m. a., & khan, m. r. (2021) exploring the barriers to online learning during the covid-19 pandemic. a case of pakistani students from heis [higher education institutions]. gist – education and learning research journal, 23, 81–106. https://doi.org/10.26817/16925777.1195 barriers to online learning during covid-19 nazir & khan 5 presentación maría lucía casas pardo, m.ed. rectora única nuevamente resulta un motivo de orgullo presentar este número de gist a la comunidad académica. no sólo por la calidad y variedad de los artículos, y por el prestigio y ascendiente de quienes enviaron sus contribuciones, sino porque esta séptima edición de la revista se convierte en una oportunidad para compartir con nuestros lectores logros importantes y nuevos retos que hemos decidido asumir. en la nota de presentación de la primera edición de nuestra revista, en abril de 2007, manifestamos que gist buscaba ser el órgano a través del cual la comunidad académica contara con un espacio para discutir aquello que es pertinente y que a la vez es imperativo tratar en temas tales como la formación de maestros, la innovación pedagógica y el bilingüismo, convirtiéndose en un medio de diseminación del conocimiento generado por los investigadores y en una oportunidad para que los futuros licenciados incursionaran en el terreno del debate académico y compartieran con la comunidad sus necesidades, hallazgos y contribuciones como sujetos de aprendizaje y como futuros líderes de procesos educativos. seis años más tarde, hemos cumplido con esa meta con creces. sin ir más lejos, en el presente año hemos conseguido logros que van más allá de nuestra expectativa original, entre los cuales quisiera citar el haber sido incluidos en el índice bibliográfico nacional de revistas científicas colombianas publindex de colciencias y el haber ampliado nuestro comité editorial y nuestro comité científico a través de la vinculación de notables académicos a quienes quiero manifestar mi más sinceros agradecimientos. son ellos: comité editorial: nikki ashcraft, ph.d. universidad de missouri, y patrick henry smith, ph.d. university of texas at el paso, de los estados unidos; will baker, ph.d. university of southampton, reino unido; janet enever, ed.d. umea university, suecia; alireza karbalaei, ph.d., farhangian university, iran; holli schauber, ed.d., universidad de génova, italia. no. 7 (nov. 2013) no. 7 (nov. 2013) 6 comité científico: provenientes de universidades en los estados unidos: juan araujo, ph.d. university of north of texas at dallas; martha bigelow, ph.d. university of minnesota y natalie kuhlman, ph. d. san diego state university; norma patricia barletta manjarrés, ph.d. universidad del norte, colombia; claudio diaz larenas, ph.d. universidad concepción, chile; rebeca elena tapia carlín, ph.d. benemérita universidad autónoma de puebla, méxico; basmah issa tlelan al-saleem, ph.d. al-imam mohammad bin sau´d university, de arabia saudita. estamos seguros que sus contribuciones se sumarán a las ya valiosísimas hechas por quienes nos han apoyado en las ediciones pasadas. la otra razón para abrigar ese sentimiento de satisfacción y de “deber cumplido” está relacionada con la versatilidad y el alcance de los temas de investigación y discusión que se abordan en este número de la revista: revisamos la relación del docente con su práctica mirando creencias, roles y dilemas de la profesión, abordamos cuestiones relativas al desarrollo del juicio ético en el salón de clase y la complejidad de las relaciones entre la comunidad y la escuela en el marco de entornos multiculturales. también abordamos temas relacionados con la efectividad de distintas aproximaciones prácticas a la enseñanza y el aprendizaje de una segunda lengua, y presentamos importantes reflexiones relativas a la producción escrita y la generación de conocimiento usando el inglés para propósitos académicos. por último, pero no menos importante, se incluyen en esta número consideraciones relacionadas con política pública, segunda lengua y educación superior. supongo que para el lector será tan evidente como lo es para nosotros que una publicación de esta calidad, variedad y relevancia en el medio académico ha adquirido una responsabilidad para con la comunidad que le impone nuevos retos. es por ello que a partir de 2014, gist va a contar con dos números anuales, ofreciendo así mayores oportunidades para que los investigadores compartan el conocimiento que generan y los académicos robustezcan y consoliden esos nexos que hemos ido creando y expandiendo y que hoy se convierten en uno de los más significativos aportes que hace esta institución colombiana al mundo de la formación docente, la innovación pedagógica, la didáctica de las lenguas, el bilingüismo y la consolidación de un mundo abierto, diverso, multicultural, que parte del salón de clase y … no tiene límites. no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) toward more equitable language learning and teaching frameworks for our elt community: moving from efl to ecl to ce1 hacia marcos más equitativos de aprendizaje y enseñanza de lenguas para nuestra comunidad elt: pasando de efl a ecl a ce raúl alberto mora*2 universidad pontificia bolivariana, colombia 1 received: june 1st 2021/ accepted: may 25th 2022 2 raul.mora@upb.edu.co clil in colombia gist education and learning research journal. issn 1692-5777. no. 24 (january june, 2022). pp. 25-42. 26 no. 24 abstract over the past decade, different scholars in elt have raised questions about the notion of english as a foreign language (efl) and the growing issues related to inequity that such a framework has raised. our field in colombia needs to interrogate the very frameworks and concepts we use to define the language and how those definitions will include us or exclude us from the larger global conversations in the field of elt and related ones as a way to remain active and relevant in years to come. this article proposes moving from english as a foreign language (efl) into english as a colombian language (ecl) as the intermediate step toward colombian english (ce). this article will first problematize efl as a segue into detailing the transition and some considerations involving our views of english and teacher education. keywords: colombian english; language equity; elt; english as a foreign language resumen en la última década, diversos académicos en elt han hecho interrogantes sobre la idea de inglés como lengua extranjera (efl) y los problemas que siguen surgiendo con relación a la inequidad que este marco ha creado. nuestro campo en colombia tiene que interrogar los marcos y conceptos que usamos para definir el lenguaje y cómo dichas definiciones nos incluyen o nos excluyen de las conversaciones a nivel global en el campo de elt y otros aledaños como una forma de permanecer activos y relevantes en los años venideros. este artículo propone pasar de inglés como lengua extranjera (efl) a inglés como lengua colombiana (ecl), como paso previo hacia inglés colombiano (ce). este artículo primero problematizará efl para pasar a detallar dicha transición, así como unas consideraciones que involucran nuestra visión sobre el inglés y la formación de docentes. palabras clave: inglés colombiano; equidad en el lenguaje; elt, inglés como lengua extranjera resumo na última década, diferentes acadêmicos em elt lançaram interrogantes sobre a ideia de inglês como língua estrangeira (efl) e os debates sobre as inequidades que este âmbito criou. nosso campo na colômbia precisa interrogar os âmbitos e conceitos que utilizamos para definir as línguas e como estas definições nos incluem ou excluem das conversações no campo de elt e outros próximos a nível global como a forma de permanecer ativos e relevantes nos próximos anos. este artigo propõe uma transição de inglês como língua estrangeira (efl) a inglês como língua colombiana (ecl), como passo intermédio para o inglês colombiano (ce). este texto primeiro problematizará efl para depois detalhar a transição e algumas considerações que envolvem nossas visões do inglês e a formação de professores. palavras chave: inglês colombiano; equidade na linguagem; elt; inglês como língua estrangeira equitable language learning from efl to ecl to ce mora 27 no. 24 introduction: the collective challenge for elt t he field of elt, both in colombia and around the world, is facing a moment of reckoning, amplified by recent events that bookmarked the beginning of the third decade and the new societal and political configurations in our country in years to come. we are rethinking ourselves as both a community of practice (lave & wenger, 1991) and affinity (black, 2009), which also implies raising deeper questions about how we will frame and define language moving forward. we need to carefully interrogate how the frameworks we use will include us or exclude us from the larger global conversations in the field of elt and related ones while considering who is included and excluded as part of these conversations. we must therefore keep in mind the “edupolitical” (willis, 2009) consequences of these terms as the incoming governments lay out their language curriculum and policy proposals. one of the ideas that requires careful revision is how we talk about english in our documents and whether an idea such as “foreign” language should be the way to go moving forward. i am fully aware that going after a concept so deeply entrenched in the very fabric and dna of the profession is a risky move, one fueled by a mutual feeling of iconoclasm and hope. nevertheless, as the world begins to rethink our views of society and education in the aftermath of the pandemic (e.g., reimers, 2021; sutton & jorge, 2020; yi & jang, 2020) and, back to our local context, we will wrestle with the new societal challenges ahead of us, these are not times for neutrality after all. this is the overall purpose of this article, framed both as a proposal and a manifesto (denzin, 2017, 2018; new london group, 1996). this article proposes moving past the esl/efl binary (mora, 2013, 2021), less as a rupture (although it is) and more as a transitional process that leads us to talking about colombian english (ce), where i suggest using the notion of english as a colombian language (ecl) as a bridge, where we can also revisit the relationship among english and the other local languages present in our context from a deeper ecological perspective (reyes, 2009). to help propel this transition, i rely on ideas and theories drawn from language ecology (e.g. skutnabb-kangas, 2009), world englishes3 (e.g., canagarajah, 2006), critical applied linguistics (e.g. pennycook, 2001), critical literacy (e.g., hammond & macken-horarik, 1999;), as well as recent discussions around translanguaging (e.g., 3 i chose to use world englishes (we) instead of other frameworks such as english as a new language (enl) because from its inception we has taken on a larger sense of global advocacy as we move away from the traditional conversations about us/uk varieties. a further survey of the literature on enl showed me that this concept seems to be too specific to the us context and related to particular issues of migration. that said, i do appreciate how the reviewers pushed me to unpack my choice of using we over other frameworks such as enl. equitable language learning from efl to ecl to ce mora 28 no. 24 garcía & li, 2014). these ideas, all ingrained in socio-critical views of language in society, aim to break existing power relations across languages while also seeking equitable views of language use that do not marginalize language users or less dominant languages in local contexts. they serve as conceptual foundation to profile the transition to ce and profile this equitable view of english vis-à-vis the other local languages in our communities. before i introduce my arguments here, a caveat: i have centered the discussion around english due to its larger global appeal and therefore a careful analysis of how we frame it is warranted. this emphasis does not intend to ignore or diminish the role and influence of spanish, indigenous languages, or other languages historically present in our context (e.g., portuguese, french, etc.), nor does it intend to recognize the official status of spanish and the indigenous and minoritized languages in our land. if anything, this conversation about how we frame languages in colombia should happen across the board and this exercise with english might provide a blueprint for other languages to follow or critique. i will develop my argument for the transition in three moments: a first moment will (re)problematize the notion of efl, if only because, as alastair pennycook shared with me, “a good critique of all this stuff would be useful.” (personal communication, sept. 20, 2017). the second moment will provide a rationale for the transition and its meaning. finally, the third moment will introduce three main considerations to make a successful transition “from efl to ecl to ce.” first moment: (re)problematizing efl after my return to colombia from my graduate studies back in 2010, i have devoted a considerable part of my scholarship (mora, 2011, 2012, 2013, 2014e, 2015; mora, et al., 2019) to question the inherent social and curricular inequities that the notion of efl entails. let us begin from the very notion of “foreign”: efl is problematic even from the actual definition of “foreign” (mora, 2012, 2013). in one of my earliest conversations (mora, 2012), i showed the synonyms of “foreign,” according to several thesauri. if one does a very quick google search for “synonyms of foreign,” one would find the following results, among several others: distant, remote, external, outside, alien, strange, unfamiliar, unknown, exotic, outlandish, odd, peculiar, bizarre, weird, irrelevant, inappropriate, unrelated, and unconnected. now, i suggest readers to try changing “foreign” for one of its synonyms and ask themselves how they would feel teaching english as an alien language, english as an unfamiliar language, english as a strange language, english as a bizarre language, or english as an unrelated, unconnected language. even from this semantic vantage point, efl begins to look a bit, bizarre, does it not? equitable language learning from efl to ecl to ce mora 29 no. 24 that said, i do not want to turn this problematization into an issue of word choice or mere semantics, as the synonyms are, to me, just the tip of the proverbial iceberg. efl does have much larger issues underneath the surface. take, for instance, the existing blind spots present in the notion of efl, which are woven in the geographical dimension of its constitution, as kachru denounced when he proposed his concentric circles (kachru, 1990; rajadurari, 2005). efl, as any part of a binary does, operates in absolutes. that means that issues present in the borderlands, including issues of interlanguaging present in some of the research on translanguaging (de los ríos & seltzer, 2017; hornberger & link, 2012), are not part of this framing. the efl construct also seems to overlook what happens in regions where there are multiple languages in full contact, as i have pointed out happens to us in the province of san andrés, providencia, and santa catalina. the presence of spanish, english, and creole, all of which have strong social, religious, cultural, and even political ties to this region create what i have described as “the san andrés paradox” (mora, 2015), as you really cannot call any of these languages the “foreign” language in that region since they are equally valuable and they coexist (i will return to this idea at the end) for multiple purposes in the local communities. another big question surrounding efl has to do with language ownership itself. this issue goes back to the discussion of synonyms i brought up in a previous section. when i first brought up the issue of the meanings of “foreign” back in 2012, one of my students raised a question that still remains relevant to this discussion, “how can i teach a language that is not mine?” (mora, 2012). this issue of detachment and lack of ownership, whether we want to acknowledge it or not, is germane to the idea of efl. students can not truly be engaged in a language if they do not see themselves as part of the language communities said language seems to endorse. highly related to the ownership issue, there is also the outward status of english (and other second and even minoritized languages by extension). by outward, i mean that we keep perpetuating the idea that cities in colombia are fully “monolingual” and thus we need to “insert” other languages in the cities (mora, pulgarín, mejíavélez, & ramírez, 2018), which is the goal of several policies, aimed at turning cities or provinces “bilingual” (see mora, chiquito, & zapata, 2019, for a brief analysis of medellín and antioquia). this outward view is deeply problematic, for it continues to overlook the possibilities to use, for instance, english to better understand the local culture (e.g., cruz arcila, 2018; ramos holguín, aguirre morales, & hernández, 2012; zuluaga corrales, lópez pinzón, & quintero corzo, 2009). finally, an even more problematic situation is the reality that the efl/esl binary is very present as a source of social inequities (mora, 2012, 2015). we cannot deny that learning english is still associated with issues of privilege, even stemming from what varieties we learn or never get to hear from, as well as who gets to teach certain courses, decisions oftentimes less guided by pedagogy and more by nativespeakerism (ramjattan, 2017, 2019). we know there are stark disparities between the kind of equitable language learning from efl to ecl to ce mora 30 no. 24 instruction that students in rural areas or from minoritized communities get to receive versus what happens in affluent areas in our cities, in terms of quality of teachers, instructional load, and overall access to target-language resources. just because we have “standards” or official statements declaring english as a de facto foreign language does not mean all social and curricular practices operate in a level-playing field. this unevenness in the curriculum is one situation i have lived and witnessed firsthand as a teacher and teacher educator. i am sure the following scenario is familiar to teachers elsewhere: think about a school that employs teachers who are either native or near-native, in smaller groups than the other classes in the school curriculum (whereas a social studies or spanish teacher would host 30 students, the english teachers would host between 10 and 15 students), with access to technology and online resources, sometimes in a special building for english classes, and taking between 10 and 15 hours of english instruction per week (in some cases, more because they also take content area classes in the target language). also, let us not forget that students in these schools can afford to go on study abroad immersions, have parents who may be bilingual themselves, and have access to language resources outside of school. this scenario is a polar opposite to what many public school students face in terms of instructional time, class size, and human and physical resources. we know stories where schools must resort to assigning another teacher from a different subject just because they took several courses at language institute to teach english in several grades. we also know that in inner-city and rural schools, english teachers are under-resourced. in a situation like this, where we have a first scenario that resembles something closer to what an esl curriculum would look like and a second that is even far from what efl is supposed to be like, we need to raise questions about the kinds of unspoken privileges that a hidden esl curriculum is affording to students in very restricted socio-economic groups have such affordances. it is this analysis that has led me to question whether it is worth sustaining such an inequitable framework such as the esl/efl binary, to decide that it is not worth it anymore and, thus propose in this article/manifesto a transition that moves us past efl into a more contextualized and equitable framework for our land. second moment: what does it mean to go from efl to ecl to ce? before we go into the rationale for the transition, a second caveat: as i said in the introduction, i am in fact suggesting a transition as opposed to a full-frontal rupture with efl. the idea here, despite the critical tone, is to trigger a conversation where we can reach common ground toward this transition. i know that there are teachers and scholars out that still use efl not because they fully agree with the concept but because the leap to other concepts seems extreme (mora & golovátina-mora, 2017). equitable language learning from efl to ecl to ce mora 31 no. 24 why do we need a transition? as i stated in the previous section, my central argument is that the notion of efl as our elt community has traditionally conceived it is falling short to address the realities of language and literacy practices in colombia (graddol, 2006; mora, 2013) and in many cases, it has become a “convenient shortcut” (matsuda, personal communication, sept. 19, 2017) to avoid the deeper conversations about language inequity and access that we need to have as we project the future of elt (kubota, 2020; ortega, 2019). i agree with one of the reviewers that the issue is much larger than nomenclature and it has to do with addressing real meaningmaking issues. that said, when a framework is so deeply ingrained in colonial views of language, the name shift is not just a cosmetic move. it is an invitation for a muchneeded paradigm shift that makes us rethink why we learn, teach, and use languages within deeper levels of social consciousness. we need the transition because we need frameworks that do not leave our students in public/urban/rural schools, our indigenous populations (escobar alméciga & gómez lobatón, 2010;; uribe-jongbloed & anderson, 2014), and students with disabilities (león corredor & calderón, 2010;) at a disadvantage. this transition is necessary because we need flexible, adaptive frameworks (tochon, 2009) that acknowledge what users do with english in urban (mora, et al., 2018) and virtual spaces (mora, gee, hernandez, castaño, orrego, & ramírez, 2020), in their communities (rincón & clavijo-olarte, 2016; trigos-carrillo, 2019), and in their personal lives. finally, this transition is urgent because, as i tried to explain in the first moment, english is not “foreign” to quite a few people in our land and for others, it should not be any longer. ecl and ce: two working definitions. to aid the transition, i will now offer two working definitions for english as a colombian language and colombian english (note: i will just go over the definitions here. the deeper conversations about how this framework may promote equity are the object of the next sections). i see english as a colombian language as any existing variety of english (e.g., american, british and beyond) that local people can relate and see as part of their existing linguistic repertoire. in this sense, ecl considers english in general as a resource that language users can rely on for everyday communication and for realistic purposes. ecl would be then the first step toward pushing against the backlash around english in certain urban and rural communities (e.g., bonilla medina & cruz arcila, 2013). in the case of colombian english, we are talking about a move past the traditional varieties of english, becoming instead a variety of english, analog to those already present in other regions of the world such as singlish (forbes, 1993), that acknowledges the local values (higgins, 2009) and the diverse situated narratives (rajagopalan, 2010) that english, as part of a collective language tapestry, can help promote, but framed equitable language learning from efl to ecl to ce mora 32 no. 24 within language ecology (mora, 2014d) and equity principles (phillipson & skutnabbkangas, 1996). colombian english would then be a move from the traditional ways to frame english in colombia, usually circumscribed to american or british, into a more organic (gramsci, 1971) approach to language use. in this sense, i think of colombian english as an umbrella term that considers all the different ways in which we speak english in colombia, including already existing homegrown varieties (gonzález, 2010), and others that keep emerging as different folx in colombia experiment with english for multiple purposes in our cities (mora, et al., 2018) third moment: three considerations to implement the transition from efl to ecl to ce a transition from efl to ce, besides gradual, would need to have some specific considerations related to what one should keep in mind. in this section, i offer three guiding points as we get the transition started: consideration 1: the transition is about glocal advocacy. a move toward ce means that we should build our english language curricula keeping in mind how the local counternarratives (bamberg, 2004; mora, 2014c; solórzano & yosso, 2002) would use it to share their voices in local and global milieus. this as part of a move toward moments of glocal advocacy (mora, 2016), understood as the recognition that today’s practices are part of an increasingly global society that brings people from different backgrounds together. however, it also bears in mind the need to ensure that some agents are not lost in the midst of the global waves. (defining the term, pa. 2) a glocalized perspective also provides a moment to carefully discuss the colonial nature of english. ecl and ce defy traditional ideas about the neutrality of english and english instruction (pennycook, 2001). in order to think about transition, it is necessary to interrogate all our practices in the past few decades and how we have been complicit (whether overtly or tacitly) in the promotion of these colonial values in the language (that, i admit, is a question i have wrestled with over the past decade, and i am still dealing with in all my work) and what new ways of framing our instructional practices are necessary to give our views of english a true, critical turn. without reflecting on how we break those cycles of reproduction, the change will not be anything less that a performative, cosmetic move where we may end up just, as the expression says, recycling old wine in new bottles. equitable language learning from efl to ecl to ce mora 33 no. 24 thus, a glocalized perspective does not frame notions such as ecl or ce as monolithic in nature. doing so may fall prey to the trap of making them synonyms for standard english instead, this perspective assumes both notions as permeable (dyson, 1990) terms that need to be in constant examination so that they fulfill the purpose of celebrating the existing linguistic and cultural diversity in our regions as the building block of the needed common ground. in this sense, the move toward ecl and ce wishes to move the fields of english education and elt in colombia past the traditional l1/l2 binaries (mora, 2013), as part of an extended palette that also features the indigenous, the borderlands, and other second languages present in our communities (mora, et al., 2019). consideration 2: there must be a critical perspective framing the transition, which involves teacher education. at this point, it is important to point out that this proposed transition is not just the result of my individual musings. i propose this inspired by all the different questions about how we frame english in colombia that we have noticed in recent years. this is a response to all those questions about the relationship between english and gender, socio-economic status, policies, and instructional practices (e.g., mora, cañas, gutíerrez-arismendy, ramírez, gaviria, & golovátina-mora, 2021). making the transition to ecl and ce is part of that ongoing conversation about how we teach and use english in colombia. in the case of how we teach it, the transition is an invitation to look at the new ecl/ce curricula as a space for conscientização (freire, 1979; mora, 2014a), or the understanding of social realities from both epistemological and critical perspectives as the basis for the effective and sustainable transformation of said realities […] an invitation to take strong critical stances about history, society, and even politics as the first step to meaningful change. (what is it? pa. 1) rethinking our frameworks for english in colombia begins, therefore, at the teacher education level, both preservice (licencitaturas) and inservice (advanced and continuing education) teacher training and professional development. tertiary teacher education programs would have to develop curricula that balance the rigor in terms of language instruction with a commitment to defy cultural biases and question language neutrality (pennycook, 2001). we will need teacher education programs that foster powerful literacy (finn, 2010) curricula across all contexts (urban/rural/ exurban) that aim “to analyze social fields and their systems of exchange—with an eye to transforming social relations and material conditions.” (luke, 2012, p. 9). these curricula also need to mobilize prospective and practicing teachers to “mobilize existing linguistic, cultural, and cognitive resources to support them in gradually becoming a critical language user [and teacher].” (lau, 2012, pp. 329). in addition, as ko (2013) argued, “the curriculum is to use materials from the everyday world as text and analytic tools to deconstruct these texts to lay bare their ideological workings equitable language learning from efl to ecl to ce mora 34 no. 24 and power relations; therefore, the instruction is situated, interrogated and counterhegemonic” (pp. 92-93). this also involves (re)building elt teacher education programs (undergraduate, master’s, and doctoral alike) to keep in mind the realities of our local communities (cuasialpud chanchala, 2010). we need to customize curricula where we keep in mind all those stakeholders beyond teacher education and how we incorporate their input. we need to hear more from minoritized communities and add their voices to our courses. the good news is, we already have structures in place to do so, both at the macro level (e.g., the ministry of education’s basic learning rights or the conditions for accreditation our licenciaturas must comply with) and the micro level (e.g., professional development). we just need to act more decisively on those actions and give them a stronger presence in our teacher education programs. consideration 3: a transition to ce relies on language coexistence. the idea of language coexistence (mora, 2018; mora, et al., 2018) draws heavily from language ecology, or the application of ecosystems theories into languages in societies. in this sense, the ultimate goal of a language ecology perspective is to ensure that the promotion of any one language, in the name of globalization for example, does not mean that all other languages that have historically been part of local societies do not become casualties, but instead become empowered as the result of broader social interactions with the world. (mora, 2014d, what is it? pa. 2) a language ecology perspective, therefore, means that a move towards ecl and ce needs to be deeply ingrained in the sustainability of the colombian language ecosystem. it operates from the belief that any language policies and curricula under this umbrella cannot promote practices that erase and marginalize local, indigenous, or sign languages (guerrero, 2009). a view of language coexistence also promotes a move from the traditional view of language interference. the transition proposal seeks to understand how languages (sometimes organically) find ways to fit in the existing linguistic ecosystems and how english is not isolated nor can we isolate it from other languages in our communities (sharkey, clavijo-olarte, & ramírez, 2016), as sometimes our policies and curricula seem to frame it (chang-bacon, 2021). rather, a transition to colombian english stems from the recognition of the multiple languages (both indigenous and european) that have been part of our communities for a very long time. it means, as i mentioned before, that we will need to carefully revisit the purposes of english, from the very notion that it is a colonial and colonizing language. languages can be decolonized, so long as we decenter their practices from the traditional knowledge centers (mora, et al, 2020). in this sense, advocating for colombian english means acknowledging the varieties of english that will come to light as a consequence, varieties that will not necessarily equitable language learning from efl to ecl to ce mora 35 no. 24 adhere to traditional understandings of what certain registers should look like (flores, 2020) or that continue using idealized models of language speakers as the only way to validate what colombian english speakers should look or sound like (brittain, 2020; guerrero, 2009; rosa, 2016; rosa & flores, 2017). finally, a view of language coexistence also implies creating equitable frameworks so that our communities can use english to make other stories visible to different audiences everywhere. we already have relevant examples in the literature about how local communities have come together to give english a truly contextualized social and communicative purpose to talk about issues in our neighborhoods (e.g., medina-riveros, ramírez-galindo, & clavijo-olarte, 2016). we have research that keeps exploring how the relationship between english and urban dwellers is transforming the cities (e.g., mora, et al., 2018) and salient examples of how indigenous communities use it to promote their local cultures and crafts (e.g., jaraba ramírez & arrieta carrascal, 2012). as we keep compiling these examples, this will enable us to refine the features and purposes for this nascent construct called colombian english. coda: from efl to ecl to ce – a final word and an invitation our future as educators is only possible if we frame our profession around issues of language sustainability and equity, research, and strong educational advocacy. this is a futurology essay, where i took a bold, iconoclastic stance around a concept such as efl, thinking that our colombian elt community can propose something different and closer to how we may envision the role of english and other second languages in our country. this essay is nothing but an invitation for others to join the quest that must begin after i write the last sentence. i have said these words, first in the plenary and now here, because i have a strong conviction (mali, 2012) that there is a blueprint here that could guide the next steps. however, i do not believe that one single person can build such a framework as this. i am just proposing a viewpoint, but this is the beginning of a longer conversation. i am sharing these lines to invite other scholars and practitioners in and from colombia who are deeply invested in the future of english education in our country, to engage with these words. i especially invite (paying tribute to the ideas of pierre bourdieu) those who disagree with these ideas or have deep concerns about the extent of my proposal, to join me in conversation. this is a blueprint, this is work in progress and i imagine some ideas will morph as we read them together. i know some of these ideas may be controversial, but i welcome the controversy, not to pick fights, but to cross bridges. at the end of the day, whether we fully agree on this manifesto, i am fully aware that we do share one common cause: building a better future for elt in colombia, a future where our students and communities can own their second languages and not only use english in colombia but english for colombia. equitable language learning from efl to ecl to ce mora 36 no. 24 author’s note: this article collects ideas from three keynote addresses between 2017 and 2021: from efl to ecl to ce: seeking more equitable language learning and teaching practices for our elt communities and teacher education programs (forum on the future of the elt profession in colombia, 2017), what will it take for us to have bilingualism in colombia? a blueprint for the incoming decade (universidad tecnológica de pereira, 2019), and landscaping english literacies in colombia... or why english isn’t foreign to us anymore (asocopi annual congress, 2021). this article is also the result of many conversations around the subject with my students at universidad pontificia bolivariana, as well as colleagues in other universities in colombia. equitable language learning from efl to ecl to ce mora 37 no. 24 references bamberg, m. 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(2016). developing a deeper understanding of community-based pedagogies with teachers: learning with and from teachers in colombia.  journal of teacher education,  67(4), 306-319. doi:10.1177/0022487116654005 skutnabb-kangas, t. (2009, january). the stakes: linguistic diversity, linguistic human rights and mother-tongue-based multilingual education-or linguistic genocide, crimes against humanity and an even faster destruction of biodiversity and our planet.  keynote presentation at the bamako international forum on multilingualism, bamako, mali  solórzano, d. g., & yosso, t. j. (2002). critical race methodology: counter-storytelling as an analytical framework for education research. qualitative inquiry, 8(1), 23-44. equitable language learning from efl to ecl to ce mora sutton, m. j., & jorge, c. f. b. 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(2009). integrating the coffee culture with the teaching of english. profile issues in teachers professional development, 11(2), 27-42. author raúl alberto mora is associate professor at the school of education and pedagogy at upb in medellín, colombia (currently residing in trondheim, norway). dr. mora chairs the award-winning literacies in second languages project research lab (part of the pedagogies and didactics of knowledge research group at upb). dr. mora’s research focuses on the use of literacies theory to understand second language practices in and out of schools and uses sociocritical frameworks to talk about languages and bilingualism in today’s world, ideas that are reflected in his scholarship and advocacy efforts to promote the global south as a veritable knowledge center. orcid: https://orcid.org/0000-0003-0479-252x how to reference this article: mora, r. a. (2022) toward more equitable language learning and teaching frameworks for our elt community: moving from efl to ecl to ce. gist – education and learning research journal, 24. 25-42. https://doi.org/10.26817/16925777.1137 equitable language learning from efl to ecl to ce gist2014finalfinal.indd 156 la lingüística a nivel universitario: el desafío de su proceso de aprendizaje en un programa de educación bilingüe1 linguistics at university level: the challenge of its learning process in a program of bilingual education sandra liliana rojas molina2* institución universitaria colombo americana, única, colombia resumen este artículo pretende dar a conocer de manera sucinta una revisión teórica que hace parte de la primera fase de un proyecto de investigación en curso. dicho proyecto se ha originado de la preocupación por encontrar formas alternativas de presentar y desarrollar temas relacionados con las asignaturas de lingüística y lingüística aplicada con estudiantes de un programa de educación bilingüe en bogotá, colombia. esta primera fase ha consistido en la recopilación de información teórica relacionada con la justificación de estas asignaturas en un programa de pregrado que prepara docentes de lengua, la diferenciación entre la lingüística teórica o descriptiva y la lingüística aplicada y los contenidos relacionados con dichas asignaturas. también se propone en este documento acercar teorías ya existentes en la enseñanza de lengua y contenido con el propósito de alimentar una mirada a la didáctica de la lingüística a través del diseño de unidades temáticas con ayudas como las que ofrece el protocolo de observación de doble inmersión twiop por sus siglas en inglés, y el trabajo en el aula basado en problemas, tareas y proyectos. palabras clave: lingüística, lingüística aplicada, didáctica de la lingüística, enseñanza de la lingüística, enseñanza a nivel universitario 1 received: february 3, 2014 / accepted: april 29, 2014 2 slrojasmo@gmail.com r efl ec tiv e a rt ic le s gist education and learning research journal. issn 1692-5777. no. 8, (january june) 2014. pp. 156-170. rojas no. 8 (january june 2014) no. 8 (january june 2014) 157 abstract the purpose of this document is to share the first phase of an ongoing research project that was born due to the concern of finding alternative ways to present and develop topics related to linguistics and applied linguistics to students in a bilingual education teaching program in bogotá, colombia. this first phase has consisted in gathering theoretical information related to the reasons to include linguistics and applied linguistics as subjects in an undergraduate program that trains future language teachers, the differentiation between these two areas of knowledge, and the contents that are involved within them. this article also proposes to take already existing theories about language and content teaching and relate them to the teaching of linguistics and applied linguistics through the design of units using the tools offered by the twiop (two-way immersion observation protocol) and class work based on problems, tasks and projects. keywords: linguistics, applied linguistics, didactics of linguistics, teaching linguistics, university teaching resumo este artigo pretende dar a conhecer de maneira sucinta uma revisão teórica que faz parte da primeira fase de um projeto de pesquisa em curso. tal projeto surgiu da preocupação por encontrar formas alternativas de apresentar e desenvolver temas relacionados com as disciplinas de linguística e linguística aplicada com estudantes de um programa de educação bilíngue em bogotá, colômbia. esta primeira fase consistiu na recopilação de informação teórica relacionada com a justificação destas disciplinas em um programa de graduação que prepara docentes de língua, a diferença entre a linguística teórica ou descritiva e a linguística aplicada e os conteúdos relacionados com tais disciplinas. também se propõe neste documento aproximar teorias já existentes no ensino de língua e conteúdo com o propósito de alimentar uma mirada à didática da linguística através do desenho de unidades temáticas com ajudas como as quais oferece o protocolo de observação de dupla imersão twiop por suas siglas em inglês, e o trabalho na aula baseado em problemas, tarefas e projetos. palavras chave: linguística, linguística aplicada, didática da linguística, ensino da linguística, ensino ao nível universitário rojas no. 8 (january june 2014) no. 8 (january june 2014) 158 introducción saber una lengua no es lo mismo que saber acerca de ella, y los futuros docentes de lengua, además de fortalecer su competencia comunicativa en el código que desean enseñar, también requieren desarrollar su conciencia metalingüística, es decir, necesitan ser partícipes constantes de espacios de reflexión en torno al lenguaje en general y a la forma y funcionamiento de la lengua que impartirán. esta es ya una justificación para encontrar en los programas de pregrado que forman futuros docentes de lengua asignaturas como la lingüística o niveles de análisis de lengua como fonética y fonología, morfosintaxis, semántica, pragmática, etc. la carencia de información con respecto al qué y al cómo de la enseñanza de lingüística a nivel universitario y la convicción de que es necesario trabajar en beneficio de la formación de los futuros docentes, se convierten en el motor que ha motivado la puesta en marcha de un proyecto de investigación que tiene como objetivo general la exploración teórica, el diseño, puesta en marcha y evaluación del componente de lingüística de un programa de pregrado en educación bilingüe (inglésespañol) en bogotá, colombia. este artículo pretende revisar directrices con respecto a la importancia y pertinencia de la lingüística en un programa académico como el mencionado, así como información disciplinar y pedagógica que sustenta el futuro diseño de una propuesta de aprendizaje de lingüística en un programa de pregrado a través de unidades temáticas estructuradas. lingüística descriptiva o teórica y lingüística aplicada aunque la teoría está, o debería estar, estrechamente ligada a la práctica, la lingüística se asume tradicionalmente como una disciplina compuesta por definiciones y ejercicios cuya aplicabilidad y relevancia se desconocen, especialmente para el salón de clase. y es en este contexto que la lingüística debería considerarse desde una perspectiva tridimensional: la del objeto por conocer: la(s) lengua(s); el sujeto cognoscente: el hablante/estudiante; y los contextos sociales pertinentes a uno y otro. si tomamos la primera dimensión, estaríamos hablando de la lingüística descriptiva o teórica, la cual definen marlett y salamanca (2002) como la teoría científica que se ocupa del estudio de la facultad universal y privativa que es el lenguaje humano. en esta dimensión se toma entonces la lengua como objeto y se sistematiza su estudio distinguiendo diferentes niveles de análisis que, a pesar de la lingüística a nivel universitario rojas no. 8 (january june 2014) no. 8 (january june 2014) 159 algunos disensos por parte de varios autores, podrían centrarse en seis: la fonética, la fonología, la sintaxis, la morfología, la semántica y el análisis del discurso (marlett y salamanca, 2002). al considerar la segunda y tercera dimensión, estamos definiendo la lingüística desde su dimensión social, y esta nos obliga a pensar, como afirma woolard (citado por garrido, 2012), que toda definición de una lengua es, de manera implícita o explícita, una definición de los seres humanos en el mundo. la lingüística aplicada y, más exactamente, la lingüística aplicada a la enseñanza de lenguas se define como “una disciplina científica, mediadora entre el campo de la actividad teórica y práctica, interdisciplinar y educativa, orientada a la resolución de los problemas que plantea el uso del lenguaje en el seno de una comunidad lingüística (gargallo, 1999). gonzáles nieto (2001) presenta también una lingüística para profesores que se centra en la relación de los conocimientos de la teoría lingüística, en sus más diversas manifestaciones, con la enseñanza de la lengua y sus implicaciones. se aborda en esta reflexión, entonces, la lingüística aplicada a la enseñanza de las lenguas, ya que dicho enfoque permite tanto el reconocimiento de los aspectos académicos evidentes en el devenir de la profesión dentro del salón de clase (el uso de la(s) lengua(s), su adquisición, la pedagogía, etc.), como el reconocimiento de los componentes sociales del lenguaje desde una perspectiva crítica; es decir aspectos como las lenguas en contacto, la identidad lingüística y el análisis de las implicaciones de políticas lingüísticas, entre otros. en este sentido se pretende que un programa de lingüística a nivel de pregrado tenga como meta tanto el conocimiento de la lengua en su estructura – lingüística teórica / descriptiva, como la propuesta de soluciones que resuelvan problemas reales surgidos en torno al lenguaje y las lenguas en el salón de clase – lingüística aplicada a la enseñanza de lenguas. la lingüística, ¿por qué y para qué? la inclusión de la lingüística en un programa de pregrado que prepara futuros docentes de lengua está justificada desde dos lineamientos: el institucional y el académico-teórico. desde el punto de vista institucional la unesco favorece el reconocimiento y la conservación de las lenguas minoritarias como parte de un capital cultural inalienable que merece ser protegido. dicha protección necesariamente involucra la lingüística, ya que perspectivas como la de la lingüística a nivel universitario rojas no. 8 (january june 2014) no. 8 (january june 2014) 160 ‘ecología de los lenguajes’, (mufwene, 2004), los derechos humanos lingüísticos (skutnabb-kangas, 1994) o el imperialismo lingüístico (phillipson, 1992) y con él el estudio del inglés como lengua franca global y de poder, pueden convertirse en temas de estudio necesarios para un futuro docente. en colombia, la base que orienta la política nacional en lo referente a diseño de estándares, cursos de lengua extranjera, metodologías, formas de evaluación entre otros, es el marco común europeo, el cual contiene los elementos para alcanzar en los estudiantes competencias generales y comunicativas del lenguaje tales como las lingüísticas, las sociolingüistas y las pragmáticas (men, 2005). estas expectativas con respecto a los estudiantes suponen un proceso de formación de docentes en lenguas extranjeras que incluya conocimientos que podrían categorizarse como aquellos que se reciben: datos, hechos, teorías (la lingüística descriptiva o teórica), y aquellos que se aplican a experiencias propias de la práctica profesional (lingüística aplicada). a nivel universitario, el examen de estado de calidad de educación superior, saber pro, para los estudiantes de programas profesionales universitarios, evalúa genéricamente competencias en comunicación escrita (en español) e inglés, las cuales permiten que el estudiante demuestre, entre otros, sus conocimientos lexicales, sintácticos y textuales de las dos lenguas (icfes, 2014). pero no solo a través de las instituciones y sus directrices se puede constatar la importancia de un proceso de aprendizaje de lingüística en un programa que forma docentes de lengua, también algunos académicos como cuenca (1994) o pastor (2001), apuntan la relación entre la teoría lingüística y la enseñanza de lenguas, afirmando que un aprendiz de una segunda lengua o lengua extranjera debe conocer desde la descripción gramatical de las lenguas, de lo que se considera ejemplar o estandarizado, hasta los elementos que permiten que dicho aprendiz comprenda otra cultura y la interacción social en ella. de igual manera, cortés, cárdenas y nieto (2013) comentan la importancia de la competencia comunicativa en un profesor, la cual definen como “el conocimiento implícito y explícito que uno posee del idioma en situaciones determinadas y que se refiere tanto al dominio de la estructura formal de la lengua como al conocimiento acerca de cómo se construye el discurso y el uso funcional del lenguaje. ahora bien, debido a la inagotable cantidad de contenidos que pueden hacer parte de un proceso de aprendizaje de lingüística a nivel de pregrado, se hace indispensable limitarlos y escoger aquellos que por su relevancia se conviertan en herramientas para un primer pero la lingüística a nivel universitario rojas no. 8 (january june 2014) no. 8 (january june 2014) 161 sólido acercamiento a las lenguas en su estructura y función, así como la manera en que todo ello se relaciona con el acontecer del salón de clase. contenidos, niveles de formación y código lingüístico como vehículo de instrucción un diseño curricular ideal debería incluir un enfoque que dé cuenta de la lengua como sistema: fonología y fonética (pronunciación, ritmo, entonación, etc.), morfología (unidades morfológicas de significadomorfemas, procedimientos de formación de palabras), sintaxis (principios que regulan la combinación de palabras para formar frases y oraciones), semántica (relaciones de homonimia, sinonimia y polisemia, estudio sistemático del vocabulario, el uso de los diccionarios, el aprendizaje del significado de las palabras y de las oraciones en contextos determinados), entre otros (pastor, 2001). para pastor, el análisis contrastivo de lenguas juega un papel relevante en la formación, ya que permite “desentrañar la menor o mayor distancia lingüística entre las mismas lo que contribuye a reconocer los errores más comunes debido a la interferencia”. a pesar que este ha sido un debate de mucho tiempo, actualmente parece haber consenso con respecto a la idea de que tanto en primeras como en segundas lenguas la atención a la forma (focus on form), es decir, un cierto tipo de gramática explícita, es ineludible tanto en la didáctica de la lengua escrita desde los primeros niveles, como en los usos de la lengua oral (rodríguez, 2012). es importante desarrollar cierta conciencia metalingüística con diferentes grados de explicitud para poder utilizar bien las lenguas que aprendemos en diferentes situaciones. además de un enfoque sistémico, la orientación pragmática, sociolingüística y discursiva, debería ser tenida en cuenta también en un diseño curricular (rodríguez, 2012). este enfoque entiende la actuación lingüística y las prácticas comunicativas en general como un conjunto de normas y estrategias de interacción social orientadas a la negociación cultural de los significados en el seno de situaciones concretas de comunicación, modalidades de uso, análisis de variedades dialectales estándares y vernaculares, conceptualización de términos como norma, lengua, habla, variación lingüística, valoración de los registros, actos de habla, normas socioculturales que rigen los intercambios comunicativos, análisis de la lingüística textual y los diferentes tipos de texto (coherencia, cohesión, marcadores lingüísticos), observación de los procedimientos de creación de sentido, elementos la lingüística a nivel universitario rojas no. 8 (january june 2014) no. 8 (january june 2014) 162 paralingüísticos y no verbales en los intercambios comunicativos (problemas del significado lingüístico, procesos psicológicos que llevan a la comprensión y producción de texto, maneras de organizar y hacer funcionar una conversación, el papel de las presuposiciones e implicaciones, etc.). rodríguez (2012) menciona que esta orientación teórica debería estar acompañada constantemente del análisis de situaciones concretas en el salón de clase las cuales permitan a los estudiantes familiarizarse con el complejo mecanismo que subyace a la comprensión y producción lingüística contextualizada. pero… ¿qué código se debería usar como vehículo de instrucción y en qué fase de la formación se deberían incluir contenidos específicos? una de las indagaciones que se considera relevante en la reflexión en torno a la inclusión de la asignatura de lingüística a nivel de pregrado es la del código como vehículo de instrucción principal de los contenidos en los diferentes estadios de formación o semestres. como premisa inicial se debe recordar que además de las características particulares tanto estructurales como funcionales de cada una de las lenguas (español e inglés), se busca que los futuros docentes logren en su formación un conocimiento del lenguaje propiamente dicho. reconocer el lenguaje como sistema es precisamente una tarea académica rigurosa, que pese a beneficiarse del aprendizaje de una segunda lengua es una tarea distinta en sí misma. para tal fin, es importante recurrir a las lenguas no sólo como la concreción del lenguaje, sino además como instrumentos para explicar su estructura, su sistematicidad y su uso. considerando esta premisa, es necesario que la lengua usada para obtener conocimiento del lenguaje de manera general sea un instrumento sólido, ya que la construcción de un discurso metalingüístico debe ser en sí un instrumento, y no un obstáculo para entender la sistematicidad del lenguaje. de esta forma cobra sentido la propuesta de tener un contacto con la disciplina lingüística a partir de la lengua materna. ofrecer herramientas al estudiante para que entienda y desarrolle la competencia gramatical, discursiva, sociolingüística, y estratégica en su lengua materna, permitirá un mejor reconocimiento de la forma, el uso, y el contexto del lenguaje y de su materialización en las dos lenguas, en el caso que nos ocupa, español e inglés. con respecto al momento en el cual los estudiantes deberían trabajar ciertos contenidos, se propone en esta reflexión considerar la formación en tres fases teniendo en cuenta un programa académico de diez semestres. una fase básica o inicial (primer y segundo semestre) que permitiera al estudiante familiarizarse con el lenguaje como facultad humana y objeto de estudio, así como profundizar en sus conceptos y la lingüística a nivel universitario rojas no. 8 (january june 2014) no. 8 (january june 2014) 163 usos. el estudiante podría hacer un recorrido histórico de la lingüística, las perspectivas lingüísticas, las tipologías de lenguas, la estructura de las lenguas (español e inglés) desde su fonética, fonología, morfología, sintaxis, semántica, pragmática y discursividad. los estudiantes, así mismo, trabajarían sucintamente algunos principios de aplicabilidad de estas disciplinas en el aprendizaje de lenguas. como se propone en líneas anteriores, es necesario que la formación inicial se piense desde la lengua materna con el objetivo de permitir después la transferencia a la lengua inglesa. es importante señalar que esta perspectiva del español como vehículo principal de instrucción no riñe en absoluto con el uso del inglés en el salón de clase y la posibilidad de realizar análisis contrastivos español – inglés aprovechando el conocimiento que comienzan a adquirir los estudiantes en su asignatura de lengua propiamente dicha. una fase intermedia (desde tercer al quinto semestre) tendría como propósito la formación y consolidación de la competencia lingüística y comunicativa de los estudiantes especialmente en la lengua inglesa. así entonces, se incluirían asignaturas del componente de lingüística teórica o descriptiva como, por ejemplo, de fonética y fonología inglesa o de morfología, para que el futuro docente fortalezca su conciencia fonética o morfológica y con ellas mejore su producción oral y comprensión de lectura en inglés. en esta fase, el análisis contrastivo con el español no deja de cobrar importancia, aunque el propósito sería el uso mayoritario de la lengua inglesa como vehículo de instrucción. finalmente, se propone una fase avanzada o de aplicación (sexto a décimo semestre) que se centraría en la lingüística aplicada y requeriría el comienzo de un trabajo de observación y práctica docente que le permita al estudiante identificar problemas reales en contextos reales y utilizar los conocimientos de las asignaturas el análisis, discusión y resolución de dichos problemas. esta última fase compromete el uso de inglés y español como principales vehículos de instrucción, ya que se busca que los educadores bilingües aúnen conocimientos y experiencias que les permitan convertirse en formadores tanto de una lengua como de otra. una vez se han esbozado de manera muy general los contenidos en un eje programático en lingüística, es pertinente explorar algunos principios didácticos en torno a su instrucción, y por esto se hace necesario preguntarnos… ¿qué método utilizar para el proceso de aprendizaje de la lingüística (teórica y aplicada) en un programa de pregrado? la lingüística a nivel universitario rojas no. 8 (january june 2014) no. 8 (january june 2014) 164 didáctica de la lingüística teórica y aplicada la didáctica la define mallart (2001, p. 23) como una ciencia que tiene como objeto las decisiones normativas que llevan al aprendizaje gracias a la ayuda de los métodos de enseñanza. un método de enseñanza es una forma sistemática de lograr un aprendizaje en particular basándose en una concepción teórica, en este caso, de la lengua y de sus procesos. es siempre mejor hablar de métodos y no asumir una posición dogmática de una única verdad incontrovertible y hablar de un método de enseñanza. deberíamos estar dispuestos a tratar un tema o problema en lingüística o lingüística aplicada de una manera crítica y reflexiva, lo que incluye también usar muchos y diferentes caminos o formas. en este sentido, este proyecto coincide con gonzález nieto (2001, p. 39) en que “existen diferentes postulados con diferentes grados de desarrollo en el estudio de la ciencia del lenguaje y su enseñanza, y podemos elegir entre seguir un modelo explicando por qué se rechazan los demás o servirse de varios diferentes según el problema lingüístico o pedagógico que se proponga”. así pues, no se debería pensar en una metodología de enseñanza de la lingüística (sea esta descriptiva o aplicada), sino en una serie de principios o de diversas metodologías que enmarquen el proceso de aprendizaje. las siguientes líneas incluyen los principios que se proponen en esta reflexión y que se consideran pilares para el diseño posterior de propuestas de unidades temáticas y trabajo en el aula. las artes liberales una universidad que se funda en las artes liberales promueve un trabajo en grupos pequeños para posibilitar la construcción de comunidades de aprendizaje caracterizadas por el conocimiento del otro, el respeto, el apoyo y la propuesta constante de desafíos. una aproximación académica a través de las artes liberales supone aprendices con una comprensión amplia de las artes y las ciencias, las condiciones del mundo natural y social, las responsabilidades de la ciudadanía, y las bases para el razonamiento crítico y la elección moral. los estudiantes refinan actitudes para la vida tales como el pensar crítica e independientemente, el comunicarse con claridad, y el solucionar problemas para convertirse en ciudadanos activos y responsables (project opportunity, s.f). precisamente, la responsabilidad como ciudadano para un profesor de lengua involucra no solo un conocimiento amplio de la estructura de la lengua y los conceptos de su uso, sino también las competencias para poder aplicar dichos conocimientos a su realidad. el salón de clase y los problemas que a partir de la teoría la lingüística a nivel universitario rojas no. 8 (january june 2014) no. 8 (january june 2014) 165 lingüística puedan ser resueltos en ese contexto, se convierten entonces para el profesor en insumos valiosos para asumirse como ciudadano activo y responsable. el aprendizaje basado en problemas o abp barrows (1996) define al abp como “un método de aprendizaje basado en el principio de usar problemas como punto de partida para la adquisición e integración de los nuevos conocimientos”. para morales y landa (2004) el abp es “una propuesta educativa que se caracteriza porque el aprendizaje está centrado en el estudiante y en que este alcance niveles cognitivos y de reflexión cada vez más altos. el proceso se desarrolla con base en grupos pequeños de trabajo, que aprenden de manera colaborativa resolviendo problemas planteados por un docente que se convierte en un facilitador del aprendizaje o identificados por un aprendiz a través de su observación y experiencia”. el abp busca evitar las clases meramente expositivas que se focalizan normalmente en los contenidos priorizando los conceptos abstractos sobre los ejemplos concretos y las aplicaciones. se busca así mismo a través de este enfoque, permitir una forma de evaluación que no se limite a la comprobación de la memorización de información sino, de nuevo, a desafiar al estudiante a encontrar soluciones a problemas planteados. muchos y muy diversos son los campos problemáticos que pueden representar dificultades de aprendizaje o aun fracaso escolar, y cuya discusión y análisis pueden llevarse a cabo a través de las asignaturas en un eje temático de lingüística. aquí se mencionan algunas propuestas: la conciencia fonética y morfológica en la comprensión lectora, el aprendizaje de la gramática de manera explícita o implícita, el silencio social, la variación lingüística como problema para la didáctica (registros formales e informales), la discriminación lingüística, la compleja red de mecanismos psicosociales que involucra el aprendizaje de lenguas, los desafíos de los objetos de aprendizaje de lenguas (libros texto, por ejemplo). la resolución de problemas se logra a través de un trabajo basado en proyectos y tareas que como estrategia educativa también se aleja del modelo memorístico, mecánico y centrado en el profesor. mediante los proyectos, comenta rebollo (2010), se pretende potencializar el trabajo con estudiantes que presentan estilos de aprendizaje y habilidades diferentes motivándolos y haciéndolos participes en una tarea conjunta cuyos resultados son aplicables al mundo real. es una práctica que la lingüística a nivel universitario rojas no. 8 (january june 2014) no. 8 (january june 2014) 166 motiva a los estudiantes a explorar asuntos complejos de ese contexto al que se ven expuestos a diario a través de tareas intelectuales y abstractas retadoras. con esta aproximación, los estudiantes exploran, interpretan, asumen posiciones y sintetizan información en formas significativas. por supuesto, los problemas que surgen relacionados a la práctica en el salón de clase deberían estar articulados o ser parte de un plan de trabajo estructurado. dicho plan, comenta lorenzo (1997), debería constituir un factor decisivo para una actuación didáctica crítica, innovadora y eficaz. dicha actuación se hace evidente a través de la puesta en marcha de técnicas de trabajos de clase organizados y pensados de acuerdo con los contextos específicos de aprendizaje. en esta reflexión se propone considerar el twiop como guía para la planeación y discusión de contenidos. protocolo de observación de doble inmersión – twiop como forma de organizar contenidos el modelo twiop fue desarrollado por el centro de lingüística aplicada (cal, por sus siglas en inglés) por elizabeth howard, julie sugarman y cate coburn con el objetivo de adaptar el ya existente siop (sheltered instruction observation protocol) a los contextos de alfabetización y enseñanza de contenidos en dos lenguas o twi (two-way inmmersion). tanto el siop como el twiop pretenden hacer los contenidos académicos más comprensibles para quienes no tienen como lengua nativa el inglés, y potencializar el aprendizaje y adquisición de esta lengua. ambas aproximaciones procuran estructurar el plan de clase de tal manera que existan unos objetivos, conceptos, herramientas y estrategias claros; que se trabaje con el conocimiento previo del estudiante y se construya a partir de él, que haya un trabajo de presentación del profesor, de trabajo de los estudiantes y de evaluación y revisión conjunta. a diferencia del siop para cuya puesta en práctica se usa como lengua vehicular el inglés, el twiop pretende coordinar la instrucción en las dos lenguas, inglés y español, con el objetivo de facilitar la transferencia de competencias. este tipo de coordinación translinguística permite a los estudiantes maximizar su comprensión de contenidos, conceptos y procesos al construirlos y apropiarlos en su lengua materna y luego manejarlos en lengua extranjera (howard, sugarman & coburn, 2006). aunque el twiop es un modelo de instrucción que especialmente se usa en contextos estadounidenses, donde el código de comunicación fuera del salón de clase es el inglés, se propone aquí tomar sus principios la lingüística a nivel universitario rojas no. 8 (january june 2014) no. 8 (january june 2014) 167 básicos y estructura para asumir la instrucción en las dos lenguas como posible, promover conexiones lingüísticas entre códigos, ofrecer a los estudiantes diversas oportunidades para usar y reforzar estrategias que ya han aprendido en su lengua materna y hacerlos participes de un proceso de revisión y evaluación que puede incluir el uso de las dos lenguas de instrucción. esta forma de aproximarse y organizar el proceso de enseñanza puede redundar en mayor motivación y potencializar las capacidades de los aprendices. conclusión es importante comentar que cada uno de los apartes de la anterior revisión de literatura ha pretendido exponer de manera sucinta lo que para la autora se concibe como fundamental a la hora de proponer la reestructuración del componente de lingüística de un programa de pregrado en educación bilingüe en bogotá. por supuesto, cada uno de los ejes temáticos aquí expuestos necesitan una elaboración mucho mayor que no ha sido abordada en este documento debido a su naturaleza como artículo bajo parámetros de espacio determinados. sin embargo, después de esta indagación teórica y la reflexión en torno al aprendizaje de la lingüística, la propuesta de reestructuración de dicho componente para un programa de educación bilingüe tendría como principios generales la consideración de un área disciplinar: 1. que aunque se denomine lingüística de manera genérica, se contemple tanto como el estudio de las lenguas desde su punto de vista estructural (lingüística descriptiva) como el de su uso y problematización en contextos de aula (lingüística aplicada a la enseñanza de lenguas). 2. cuyas asignaturas se organicen en tres fases: básica para la familiarización de los estudiantes con el lenguaje como fenómeno humano, intermedia para la formación de los estudiantes en los contenidos más relevantes de la lingüística estructural y de uso enfocados a la lengua inglesa, y una fase avanzada para consolidar el conocimiento y la experiencia ganada en semestres anteriores y tomar estos como insumos para que, junto con la observación y la reflexión constantes, se problematicen y propongan soluciones a situaciones de aula específicas. 3. que involucre docentes que, entre otros, posean altos niveles de desempeño en lengua inglesa y española, y además se conviertan en guías en la búsqueda de soluciones a problemas de aula específicos. la lingüística a nivel universitario rojas no. 8 (january june 2014) no. 8 (january june 2014) 168 4. que conciba al estudiante (futuro docente) como participante activo, conocedor y experimentador de la lengua en contextos institucionales y no institucionales. 5. que garantice la transdisciplinariedad a través del contacto y trabajo conjunto con otros contenidos de asignaturas en el mismo nivel de formación. 6. que contemple un bilingüismo aditivo, es decir, en la cual se comience la formación en español como principal lengua de instrucción y progresivamente, pero no de manera exclusiva, se demande mayor uso de la lengua inglesa. 7. que permita exponer a los estudiantes a tantas experiencias de aula como sean posibles con el fin de permitirles construir criterios para afrontar experiencias de aula futuras. 8. en donde no existan camisas de fuerza en cuanto a la metodología a través de la cual se aborda el aprendizaje de contenidos, sino que se busquen las diferentes maneras de contemplarlo teniendo en cuenta el contexto específico. se propone, sin embargo, no olvidar los principios de artes liberales, así como las ventajas del aprendizaje a través de problemas, proyectos y tareas. 9. cuyas asignaturas consideren los principios del twiop para el diseño y puesta en marcha de unidades temáticas. en este escrito he compartido mi indagación sobre la justificación para la inclusión de un componente de lingüística en un programa académico que busca formar educadores bilingües, así como los contenidos y metodologías de dicho componente. muy seguramente la información teórica aquí referida no es la única, pero se convierte en insumo importante para comenzar un camino académico y riguroso de propuestas concretas en torno a la reestructuración curricular. esta indagación teórica necesita, sin duda, alimentarse de los conocimientos y saberes, perspectivas y expectativas de otros actores como estudiantes en formación, estudiantes en servicio y docentes tanto de inglés como de lingüística a nivel de pregrado, cuyos insumos enriquecerán esta reflexión de manera significativa. la lingüística a nivel universitario rojas no. 8 (january june 2014) no. 8 (january june 2014) 169 referencias barrows, h. (1996). problem-based learning in medicine and beyond: a brief overview. en wilkerson l & gijselaers w. (eds.), bringing problem-based learning to higher education: theory and practice (pp. 3-12). san francisco: jossey-bass publishers. cortés l, cardenas m, nieto m. (2013). competencias del profesor de lenguas extranjeras: creencias de la comunidad educativa. bogotá: universidad nacional de colombia. cuenca, m. j. (ed.). (1994). linguistca i enseyament de llengues. valencia: universitat de valencia. gargallo, i. (1999). lingüística aplicada a la enseñanza-aprendizaje del español como lengua extranjera. madrid: arco libros. garrido, m. r. (2012). un enfoque inclusivo y transnacional a las ideologías lingüísticas. universidad autónoma de barcelona. recuperado de http://revistas.ucm.es/index.php/raso/article/ viewfile/43774/41357. gonzález nieto, l. (2001). teoría lingüística y enseñanza de la lengua: lingüística para profesores. madrid: ediciones cátedra. howard, e., sugarman, j., coburn., c. (2006). adapting the sheltered instruction observation protocol (siop) for two-way immersion education: an introduction to the twiop. washington, dc: center for applied linguistics. instituto colombiano para el fomento de la educación superior (icfes). (2014). icfes saber pro. recuperado de http://www. icfes.gov.co/examenes/saber-pro/informacion-general/estructurageneral-del-examen. lorenzo, e (1997). lingüística y didáctica. montevideo: colihue sepé ediciones. mallart, j. (2001). didáctica. concepto, objeto y finalidades. en sepúlveda, f., rajadell, n. (coords). didáctica general para psicopedagogos (p. 1-25). madrid: uned. marlett, s. y salamanca, g. (2002). introducción a la lingüística descriptiva: una visión panorámica. sil international. recuperado de http://www-01.sil.org/training/capacitar/introduccion/ introdmirada.html. ministerio de educación nacional. (2005). al tablero no 37. bases para una nación bilingüe y competitiva. octubrenoviembre. recuperado de http://www.mineducacion.gov.co/1621/article-97498.html. la lingüística a nivel universitario rojas no. 8 (january june 2014) no. 8 (january june 2014) 170 morales, p. & landa v. (2004). aprendizaje basado en problemas. theoria 1, (13), 145-157. mufwene, s. (2004). language birth and death. annual review of anthropology, 1(33), 222. pastor c. (2001). la formación lingüística del profesorado de segundas lenguas. analele stiintifice ale univeristatii de stat de moldov., (anales científicos de la universidad de moldavia, ciencias filológicas), (1), 134-136. phillipson, r. (1992). linguistic imperialism. oxford: oxford university press. project opportunity. (s.f). ¿por qué artes liberales? independent colleges of washington. recuperado de http://projectopportunity. net/spanish/whylibarts.php. rebollo, s. (2010). aprendizaje basado en proyectos. en: innovación y experiencias educativas (26). recuperado de file:///c:/users/ equilibrio/documentos/downloads/aprendizaje%20 basado%20en%20proyectos%20sonia_rebollo_ aranda1%202010.pdf. rodríguez, c. (2012). la enseñanza de la gramática: las relaciones entre la reflexión y el uso lingüístico, revista iberoamericana de educación, 59, 87-118. skutnabb-kangas, t. (1994). mother tongue maintenance: the debate. tesol quarterly, 28(3), 625628. author *sandra liliana rojas molina holds a b.a. in philology and languages from universidad nacional de colombia and a m.a. in applied linguistics to the teaching of languages from barcelona university. she is currently working as a part-time professor at the institución universitaria colombo americana (única), where she has taught subjects including linguistics, language and society, pedagogy and second language, and communication theory. la lingüística a nivel universitario no. 8 (january june 2014) no. 8 (january june 2014) 124 linguistic symbol intraference in textese and e-mailese: implications for teaching and learning standard english1 intraferencia de símbolos lingüísticos en mensajes de texto y correos electrónicos: implicaciones para la enseñanza y el aprendizaje de inglés estándar omowumi steve bode ekundayo2* university of benin, nigeria abstract this paper examines how senders of text messages and informal e-mail redeploy linguistic symbols innovatively to communicate. even a cursory look at an sms text (textese) and informal e-mail (e-mailese) will show that its style is different from that of formal writing. two thousand twenty text messages and five hundred informal e-mail were studied from june 2004 to may 2013 to establish how linguistic symbols intrafere; that is, how they are taken from their known and established areas of application and redeployed in text messages and e-mails, where they are not formally used. the texts and e-mails were analysed against the backdrop of formal english writing rules and items. the study, which is historical and descriptive, shows that senders creatively redeploy the extant writing signs and rules of english in new ways and environments; hence, the habit is conceptualised as the intraference of linguistic symbols and rules. intraference is the redeployment of linguistic rules and features from where they have been established by usage to other areas in the same language where they did not used to apply. the paper asserts that the methods of sms and e-mail will not ruin effective communication in english. rather, the methods display a new interesting variety according to a “techno-linguistic” dimension. this variety refers to the creative redeployment of extant language rules and items as constrained by the dynamics of technological or mechanical devices, 1 received: july 21, 2014 / accepted: october 6, 2014 2 ekuns20@yahoo.com gist education and learning research journal. issn 1692-5777. no. 9, (julydecember) 2014. pp. 124-141. bode no. 9 (july december 2014) no. 9 (july december 2014) 125 which should be isolated and taught as such in standard english, or educated nigerian english in this case. keywords: intraference, linguistic symbols, textese, e-mailese, technomechanical, educated nigerian english. resumen el artículo expone cómo los remitentes de mensajes de texto y correo electrónico informal utilizan símbolos lingüísticos de una forma innovadora para comunicarse. incluso una mirada somera a un mensaje de texto o correo electrónico informal mostrará que su estilo es diferente al utilizado en un escrito formal. dos mil veinte mensajes de texto y quinientos correos electrónicos informales fueron analizados desde junio de 2004 a marzo de 2013 para establecer cómo es la intraferencia de símbolos lingüísticos; es decir, cómo son tomados de los ámbitos de aplicación comúnmente conocidos y reasignados en los mensajes de texto y correos electrónicos donde no son formalmente usados. los textos y mensajes de correo electrónico fueron analizados bajo el contexto de las reglas de escritura formal del idioma inglés. este estudio histórico y descriptivo muestra que los remitentes cambian creativamente la ubicación de los signos de escritura al crear nuevas formas de uso de las reglas del inglés y sus entornos de aplicación. por lo tanto, el hábito es concebido como la intraferencia de símbolos lingüísticos y reglas. intraferencia es la redistribución de las reglas lingüísticas y las características que han sido establecidos por su uso en otros ámbitos del mismo lenguaje donde no se solían aplicar. el artículo afirma que los métodos de mensajes de texto y correo electrónico no afectan la efectiva comunicación en inglés. por el contrario, los métodos de visualización son una nueva e interesante manera de comunicación de acuerdo con la dimensión tecnolingüística. esta variedad de símbolos hace referencia a la distribución creativa de las normas lingüísticas existentes por la dinámica limitada de los dispositivos mecánicos o tecnológicos, los cuales deben ser aislados y enseñados como tales en el inglés estándar o para este caso, en el inglés nigeriano formal. palabras clave: intraferencia, símbolos lingüísticos, mensajes de texto, correos electrónicos, tecnomecánico, inglés nigeriano formal. resumo o artigo expõe como os remetentes de mensagens de texto e correio eletrônico informal utilizam símbolos linguísticos de uma forma inovadora para comunicar-se. inclusive vendo por cima uma mensagem de texto ou correio eletrônico informal, mostrará que seu estilo é diferente ao utilizado em um escrito formal. duas mil e vinte mensagens de texto e quinhentos correios eletrônicos informais foram analisados desde junho de 2004 a março de 2013 para estabelecer como é a intraferência de símbolos linguísticos; melhor dito, como são tomados dos âmbitos de aplicação mais conhecidos e redesignados nas mensagens de texto e correios eletrônicos onde não são formalmente bode no. 9 (july december 2014) no. 9 (july december 2014) 126 usados. os textos e mensagens de correio eletrônico foram analisados sob o contexto das regras de escritura formal do idioma inglês. este estudo histórico e descritivo mostra que os remetentes mudam criativamente a localização dos signos de escritura, ao criar novas formas de uso das regras do inglês e seus entornos de aplicação. portanto, o hábito é concebido como a intraferência de símbolos linguísticos y regras. intraferência é a redistribuição das regras linguísticas e as características que foram estabelecidas pelo seu uso em outros âmbitos da mesmo linguagem onde não se tinha o hábito aplicar. o artigo afirma que os métodos de mensagens de texto e correio eletrônico não afetam a efetiva comunicação em inglês. ao contrário, os métodos de visualização são uma nova e interessante maneira de comunicação, de acordo com a dimensão técnicolinguística. esta variedade de símbolos faz referência à distribuição criativa das normas linguísticas existentes pela dinâmica limitada dos dispositivos mecânicos ou tecnológicos, os quais devem ser isolados e ensinados como tal em inglês padrão, ou para este caso, em inglês nigeriano formal. palavras chave: intraferência, símbolos linguísticos, mensagens de texto, correios eletrônicos, técnico-mecânico, inglês nigeriano formal introduction the computer, along with the internet and gsm (global system for mobile communication) with cell phones, facilitate the sharing of sms and e-mail. sms (short message service) is a menu that enables cell phone users to send and receive short “letters” of 160 words per message. the first sms was sent on 3rd december 1992 by neil papworth, who used a personal computer powered by vodafone to send a “merry christmas” text message to richard jarvis’ orbited 901 hand phone (//http//cellphone.about.com//originofsms). gsm became operational in nigeria in august 2001. the computer and internet had come about a decade earlier in the 1990s. textese and e-mailese, which invoke the memory of journalese, legalese, officialese, etc., denote sms and e-mail with their characteristic linguistic features, which are occasioned by the writer, techno-linguistic and mechanical factors. educated nigerian writers of sms and e-mail face the limitations of time and space, lack of computer know-how, the pressure of striving to express so much within so small a space and the high cost of sending e-mail and sms. in the beginning in 2001, thirty naira, also written as n30, naira being nigeria’s currency, were charged for an sms, which has now been reduced to four naira (n4). to send an e-mail, one had to visit a cyber café and buy a timeticket for thirty minutes or an hour, usually a hundred naira or more. consequently, writers adopted informal and creative writing methods to linguistic symbol intraference bode no. 9 (july december 2014) no. 9 (july december 2014) 127 overcome these constraints. users violate formal orthography, truncate and reorganise the features of the language in order to communicate as briefly as possibly. interestingly, in most cases, meaning is conveyed despite the strange redeployment of familiar orthographic features. how should we then view the strange reordering and coinages to which the language is subjected? this paper answers this question by conceptualising the habit as the intraference of linguistic symbols and rules. in intraference of linguistic symbols, linguistic codes, rules and items are transferred from areas in which they acceptably operate to areas where they do not usually apply, especially in textese and e-mailese. intraference at this level is cyclical: from formal writing, rules and signs are “hijacked,” that is, seized and used in the new “mechanical space” in innovative ways. the innovative style and formations in turn intrafere in, or are poured back to the formal system of writing, as shown in these diagrams: figure 1. orthographic symbols and writing rules figure 2. a letter with the intraference of sms style linguistic symbol intraference bode no. 9 (july december 2014) no. 9 (july december 2014) 128 these features of text messages and their transfer to formal writing in recent times have caused debates and necessitated many studies globally. this study adds to the corpus of studies in the area. it examines textese and e-mailese against the backdrop of the concept of linguistic symbol intraference. literature review ekundayo (2006, 2013) coined intraference as a more economical term for “systematic intralingual errors” or “intralingual interference” (richards & sampson, 1984, p.13) and “the overgeneralisation of linguistic materials and semantic features” (selinker, 1984, p.37). ekundayo (2006) presents intraference as the opposite of interference and says that it is the transfer of second language rules, items and system from sections where they acceptably operate in the language to sections of the language where they have hitherto not been operating. “in intraference, the (second) language performer consciously and/or unconsciously engages in self-correction and creativity by using the rules of the language and redeploying grammatical, lexico-semantic, segmental, supra-segmental features and orthographic rules” (ekundayo, 2013, pp. 33). ekundayo (2013) asserts that intraference constitutes the extenuating background in which second language learners produce some deviations, variations and creative fabrications, which distinguish esl. he categorises intraference into the phonological, graphological, morphemic, (morpho-)syntactic and semantic types and sub-types. the graphological type is divided into formal writing intraference and intraference of orthographic symbols and rules in textese and e-mailese. intraference of linguistic symbols denotes the redeployment of linguistic rules and tools in sms and e-mail. examples are elicited from educated nigerian english (ene). however, the propositions and discussion here may apply as well to the links and dissimilarities between textese and other standard (inter)national varieties of english. the concept of nigerian english (nige) nigerian english denotes the variety/varieties that literate and educated nigerians use; often juxtaposed with standard british english (sbe) and standard american english (sae). region, formal education and (psycho-)sociolinguistic parameters are often used to classify nige varieties (jowitt, 2008; surakat, 2010). in terms of regions, there are hausa, yoruba, ibo, izon, efik, edo, urhobo, etc nige varieties. linguistic symbol intraference bode no. 9 (july december 2014) no. 9 (july december 2014) 129 although all the regional varieties have many features in common, phonological peculiarities differentiate regional varieties mainly. several classifications have been made with formal education and linguistic features. prominent among them are brosnahan’s (1958), banjo’s (1970, 1996) and odumuh’s (1980) varieties i, ii, iii and iv. banjo’s model, which is the most popular, uses grammatical features and educational levels. accordingly, variety i, the lowest, reflects vulgar errors of grammar and broken structures, associated with primary school pupils and those with little formal education. variety ii, an improvement on variety i, is associated with secondary school students and school certificate holders. highly educated nigerians: graduates, teachers, lecturers, professors, writers, broadcasters, etc., use variety iii. banjo proposes this as the model for standard nigerian english (sne) or educated nigerian english (ene). lastly, banjo’s variety iv is like the native english standard associated with a few nigerians who were born and brought up in native english-speaking countries or have a parent of english origin and consequently acquired english as their first language. however, most nigerians regard this fourth variety as too foreign for their liking or use (banjo, 1996). using sociolinguistics, three levels or –lects: basilect, mesolect and acrolecthave been identified. the mesolect is the lowest variety analogous to banjo’s variety i. the basilect is the most popular and widely used in nigeria by junior civil servants, secondary school students and youths with some but not extensive education. the acrolect is used by a few very highly educated nigerians. it has the greatest prestige and international intelligibility. banjo’s variety iii, which is also the acrolect on the sociolinguistic pyramid, is often recommended or preferred as the nigerian standard. nevertheless, there are overlaps and no “firm dividing lines” (banjo, 1996, p.79). these typologies are reminiscent of bernstein’s (1971) concepts of restricted and elaborated codes. manifestations of restricted codes will be found in the lower varieties of banjo’s classification and the basilect, which has limited vocabulary and choices of linguistic features, while the elaborated codes will be found in the acrolect and banjo’s varieties three and four of nige, which has expanded speech patterns and more choices of language features. this paper concentrates on the cases of the intraference of linguistic symbols in text messages and informal e-mail by educated nigerians. linguistic symbols are signs used to represent sounds, rules and meanings in language. unlike icons and indexes, symbols are conventional and socio-cultural marks handed down from generation linguistic symbol intraference bode no. 9 (july december 2014) no. 9 (july december 2014) 130 to generation, which is why they differ from place to place and culture to culture. language is symbolic because language users and writers employ symbols to communicate and store information. writers of text messages and informal e-mail draw heavily from the plethora of rules and symbols in english and combine them creatively in hitherto “alien” contexts, thereby “cloning” strange language structures that have drawn the attention of linguists and communicators worldwide. however, the variety has polarised linguists and communicators into two camps: those who think textese and e-mailese are ruining formal communication and those who believe that they are welcome developments. cole (2009) believes that text messaging has become an obsession, ruining e-mail and formal communication. humphreys (2007) argues that the “sloppy,” “annoying,” and “clumsy” habit from textese will lead to “improper grammar and wrong use of punctuation marks”(p.3).contrarily, curtis (2009) says that text messaging, e-mail, myspace/facebook and blogs “can be seen as simply an evolution of communication... many people now keep in touch via computer and cell phone screen. but the fact is, people are still keeping in touch, the mode in which they do so has just changed a bit” (p.2). belani (2009, 2013) has put the debate at the court of public opinion in the internet. the question to which respondents are to vote “no” or “yes” is whether text message style is ruining communication. of the 2703 votes cast so far, 1475(55%) respondents have said “yes” while 1228 (45%) have said “no.” it is believed and recommended in this paper that examining how and why textese redeploy orthographic features from formal writing and how text message style in turn invades formal writing will be more rewarding than a debate on whether it is ruining communication or not. after all, the history of communication from its most primitive state/stage to the twenty-first century presents us with a panorama of innovations, displacements and replacements. in this light, crystal’s (2008) studies are the most outstanding in this area. he submits that texting may turn out to be of help to literacy and writing rather than hinder them. awonusi (2004) examined nigerian examples of sms in relation to informal english and diglossia in a second language situation. a similar study submits that “nigerian users of the english language are eclectic, vibrant users who possess a uniquely expressive technique” (uhunmwangho, 2007, pp.26-36). uhunmwangho’s and awonusi’s studies do not show how sms writers redeploy linguistic rules and items to communicate effectively and how the style is invading formal writing. eka (2007), however, shows that text messages have a spelling and syntactic system, which is a “departure from known patterns” (p.86). linguistic symbol intraference bode no. 9 (july december 2014) no. 9 (july december 2014) 131 eka concludes that sms styles are bizarre, ridiculous and damaging to the established canons of writing. although there are sometimes ridiculous features in sms, this paper shows that writers of sms draw from the dynamics of the language to create seemingly new formations. the paper further looks at how the styles of text messaging are being extended to formal writing. even though the trend is worldwide, some peculiar nigerian features characterise the examples studied. educated nigerian writers of sms and e-mail invent new spelling of words, clip and blend figures, symbols and sounds, acronymise and deploy peculiar vocabulary and grammatical structures to communicate with text messages and e-mail. these methods are spreading fast into very formal writing and so have the potential of changing and augmenting ene orthography in future, not necessarily ruining it. methodology research design the study adopted the qualitative research approach, which is non-statistical and most suitable for exploratory, historical and linguistic studies concerned with establishing causal processes and intentional behaviours by self-directing and knowledgeable participants. it is predicated on the assumption that writers of textese and informal e-mailese redeploy the dynamics of the language in unprecedented ways that will influence and augment communication in standard english, not necessarily destroy it. the paper sets out to use the concept of intraference to answer the following questions: 1) why do text message writers compose texts in the way they do? 2) how do they compose text messages? 3) how will e-mailese and textese affect formal writing? and 4) how should we view and treat them in relation to formal writing, teaching and learning standard english? context and participants the study was conducted in nigeria from april 2004 to may 2013. subjects studied were educated nigerians of different age brackets from all parts of the country. educated nigerians in this context are those in the continuum of a national diploma (nd) to ph.d/professor. two thousand twenty text messages sent and received by educated nigerians were studied from june 2004 to may 2013, and five hundred e-mail were read and analysed in the same period. however, few specimens are presented here because of space constraint and for the fact that the methods are essentially the same in all the specimens studied. linguistic symbol intraference bode no. 9 (july december 2014) no. 9 (july december 2014) 132 data collection instruments the primary data for the study were extracted from the computer (internet), cell phones and printed/published materials. the researcher depended largely on the text messages and e-mail sent to him or supplied, on request, by friends, students and relations during the research. data analysis the peculiar features of sms and e-mail were identified and compared with those of standard writing. the method of analysis is textual, which involves the identification, analysis and explication of linguistic and literary features of a text. specifically, a description and explanation of the linguistic features of sms and e-mail specimens were undertaken. the specimens were grouped into either e-mail or text message and numbered consecutively. the analysis is limited to only informal e-mail because the methods and features examined manifest more in informal e-mail. other features of textese and e-mailese like the use of icons, indexes, logograms, pictograms and word play are not examined because they fall within the purview of semiotics, which is not the focus of this paper. specimens used are compared with standard written variants and the linguistic methods deemed to be interfering in the texts are then underscored. results how nigerians invent new spelling of words in sms and e-mail specimen 1 below shows some of the rules and items writers deploy to compose sms: specimen 1. a text .message gud evnin my dia…. evryday i rember u & al u tld me b4 i left… if i’d any nolej dat dis was wat i wud xperiens,i swe i wudnt hav left….. cud u bliv dat they ar forcng me in2 prost? they tuk me 2 a hotel wher nig-girls ar dancing naked & askd me 2 join dem. i’v s-capd frm athens 2 tesloniki… (e-mail from obehi79@hotmail.com to ekuns20@yahoo. com, 22 june 2002). the text message in full standard form good evening, my dear… every day, i remember you and all that you told me before i left… if i had any knowledge that this was what i would experience, i swear that i would not have left … could you believe that they are forcing me into prostitution? they took me to a hotel where linguistic symbol intraference bode no. 9 (july december 2014) no. 9 (july december 2014) 133 nigeria girls are dancing naked and asked me to join them. i’ve escaped from athens to thessaloniki. the sender redeployed various forms of abbreviation and deletion of redundant features to abridge it. for example, remember is spelt as “rember;” the “em” in the middle is deleted. knowledge is written as “nolej,” experienceas “xperiens,” prostitution as “prost,” evening becomes “evnin,” etc. specimen 2. an e-mail c’plmnts of d seasn 2 u my luv. hw r u & evry1?@ hom? swthrt, plz, 4get dat ug. dev. wen r u comin 2 cal? donald duke our gov is turning c’river round 4 d beta. com 2 tinapa & c things 4 ursef. (e-mail from clara_net@yahoo.com to ekuns20@yahoo.com, 6 may, 2007). full standard written form compliments of the season to you my love. how are you and everyone at home? sweet heart, please, forget that ugly development. when are you coming to calabar? donald duke our governor is turning cross-river state round for the better. come to tinapa and see things for yourself. through the same strategies, the full text has been reduced to half or less. the next sub-section discusses how phonemes, letters and figures intrafere in sms and e-mail. intraference of symbols, phonemes, figures and letters below is specimen three, a blend of arithmetic figures and letters. specimen 3. arithmetic figures and letters wil u b in d ofis 2moro morn? rmain gr8 n luvly. 10x 4 ur 1-daful asst. d oda day! gu9t… (sms from 08038291465 to 08059246395, 16 october, 2006). “u,” a letter and the sound /u/ stand for the word you, “d” stands for “the,” “b” for “be,” “2” combines with “moro” (a clip from tomorrow) to make “2moro.” “gr8” stands for great, a clip of the “gr-“of great, to blend with the figure “8” and its sound /eit/, hence “gr8.” in “10x 4 ur 1-derful asst.,” figure 10 and its sound (/ten/) combines with letter “x” pronounced /eks/. so, 10/ten/ +x /ks/ = /tenks/. formally, “10x” would be pronounced as /ten eks/, as it is still pronounced in statistics and mathematics, but with assimilation and elision in textese, it is / tenks/, which is the phonological representation of thanks. the figure “4” stands for for and figure 1 (pronounced) /w^n/ replaces the first syllable in “won-der-ful;” hence we have “1-daful” /w^ndafl/. “assist.” is an abbreviation of assistance. the figure “9” represents the sound linguistic symbol intraference bode no. 9 (july december 2014) no. 9 (july december 2014) 134 and spelling /nai/ or “nigh.” then letter “t” is added to make it “9t” (night), hence we have “gu9t,” which is good night. the letter “d” is elided as in elision and assimilation. the deployment of acronymisation and coinages some examples are given below: “wil cul,” or “i’l cul” for i will see/call you later, “ilu” for i love you, “h r u?” for how are you? “msg” for message, “uc?” for you see/do you see? “ammu” for i’m miss you/am missing you, “takia” for you take care/take care of yourself. the letter “a” is often used for “er” and “ar,” as in “6ta” for sister, “4da” for further, “fada” for farther or father, “2geda” for together, “mata” for matter, “wateva” for whatever, “broad” for brother; “10q” for thank you, “9ice” for nice, “9ja” for nigeria, “remba/rember” for remember, “u’v” for you have, “ijn” for in jesus name, “hnm” for happy new month, “llnp” for long life and prosperity, “hml” for happy married life, “omg” for oh my god! “uwc” for you are welcome, “coz” for cousin, or because,“g.mom/g. ma” for grandmother/mom, “b-day” for birthday, “som1” for someone, “y” for why, “yl” for while, “y-d” for wide, “2l” for tool, “4l” for fall, “4m” for form, etc. the grammar and orthography of textese and informal e-mailese sms and informal e-mail parades a different grammar from other registers and fields. specimen 4 below is an example. hi wazup u gt my txt so does d ntwrk invstmnt interest u? … u ment 2 ask if its late 4 me 2 cm rite? wud’v com bt ‘m tired&its wet was in d bathrm wen u cald. ‘v bn washin since mrni. dn’t u c d txt i snt u? (text message from 08038293970 to 08037243494, 20 may 2010). full form: how are you? what’s up? did you get my text? so, does the network investment interest you? you meant to ask if it’s late for me to come, right? i would have come, but i’m tired and it is wet. i was in the bathroom when you called. i have been washing since morning. didn’t you see the text i sent you? here, “ntwrk” is for network, “its” for it’s or it is, “dn’t” for didn’t “bathrm” for bathroom, in addition to the non-use of relevant punctuation marks. the next specimen shows the fragmented nature of sms and informal e-mail. areas of fragmentation are underlined: linguistic symbol intraference bode no. 9 (july december 2014) no. 9 (july december 2014) 135 specimen 5.a text message sorry! cudnt pik ur cal.was in d bathrm u hom now? on my way. wt my frend edith mind? we talk dat mata wen i com. mind i bring u beans & dodo ur favrit? catch ya! (message from 08036661245 to o8037243494, 2nd may, 2008). there are all together eight sentences fragmented with periphery elements and punctuation marks deleted here. the first sentence in full is “i am sorry that i couldn’t pick your call.”the subject and the verb of the main clause, i am, the conjunction that, the i of the subordinate clause are all dropped to “…sorry, cudn’t pik ur call.” there is no full stop before the next sentence begins, and the next sentence begins with a small letter. sentence two in full is, i was in the bathroom, but the “i” is dropped by the rule of ellipses. it is to be inferred or supplied by the reader. sentence three is, i am on my way to your place. again, the subject, the verb and the adverbial of place are dropped in preference for the prepositional phrase that carries the essential message, “on my way.” the sender takes for granted that the receiver already knows who is sending the message. sentence four is are you at home now? “r” stands for are, “u” for you and “hom” for home. the fifth sentence is i am coming with my friend edith, and the sixth is do you mind me coming with my friend edith? all that has been reduced to a single word-question “mind?” sentence seven is we will talk about that matter when i come, and eight is do you mind if i bring you beans and dodo, your favourite food? “catch ya” is a colloquial phrase for i will see you or i will catch you later. the core elements of a sentence are the subject and the verb, which can be deleted sometimes (crystal, 2009; quirk & greenbaum, 1989). sms and e-mail writers apply this grammatical possibility to concentrate on the elements that convey the intended meaning more economically. the resultant text at times becomes poetic to the extent that it uses only necessary structures to convey maximum meanings. the text below illustrates this method: specimen 6 a luvly msg/2 a luvly frend/4rm a luvly persn/4 a luvly reason/at a luvly time/in a luvly mood/2 wish u a luvly 9t/&2 make u lie/in paradise/ on d pilo of heavn/under d protectn of angels ((text message from 07038131053 to 08037243494, 25th december, 2007). in this text, the writer lumped parallel structures of eleven prepositional phrases together in one long statement without punctuation marks, which makes the text poetic and musical. these methods of writing are being extended to formal writing. linguistic symbol intraference bode no. 9 (july december 2014) no. 9 (july december 2014) 136 intraference of sms and e-mail/internet chat styles in formal writing sms features are “trespassing” on the domain of formal writing in ene and other standard englishes. in august 2002 and on the 4th of march, 2003, the bbc reported that british examiners warned over exams culture, asking whether sms text was mightier than the word. similarly, in an on-going study by pew internet and american life project, “it was found that 64% of american teens have used chat and “textcuts” or emoticons in their school assignments” (dog, 2009, p.1). now, one often sees textcuts in students’ examination scripts and homework in ene (chiluwa, 2007; falake & ibrahim, 2011). emoticons or textcuts are intrafering and becoming established in journalese in ene. the print media journalists are faced with the same challenges of time, cost, space and deadline. so, they employ similar strategies to overcome these constraints. some bold-faced examples are given below: “c’tee …to replace foreign workers with nigerians” (vanguard 13 april, 2009, p.23). “c’tee”, a word formed through syncope stands for committee. “nollywood gals date producers” (erhariefe, 2007, p.17). here, girls is spelt as “gals.” “thru…with nigerian idols” (ifebi, 2012, p.28). through is backclipped to have thru. “i left banking bcos i wasn’t…” (aluko, 2012, p.28).because is spelt as “bcos.” ¬“the 6fter dark-skinned beauty…” (nwanchuku & dim, 2009, p.42). here, six footer is reduced to “6fter”through the yoking of a figure and the deletion of letters. nigerian journalists now write national assembly, abuja as nass, niger delta as n’delta, south east as s’east, etc., “don’t create new states, ikuforiji tells nass.” (okoeki, 2012, p.7). although news headlines and other newspaper write-ups always strive to save space and cost, sms style has further reinforced this habit. textcuts and informal e-mail style are not limited to journalese. they are invading written formal ene. even the banking sector, well known for its attention to details and accurate documentation, uses textcuts. “ngn” is often used to denote nigerian naira, “amd” for american dollars, “int’l” for international, “dl-ext.no” for direct line extension telephone number, “cwbyself” for check withdrawn by self ’ (united bank of africa, 2009 and oceanic bank, 2010 text message and e-mail).the last example below is an advert on a computerlinguistic symbol intraference bode no. 9 (july december 2014) no. 9 (july december 2014) 137 print pasted on the notice boards for the university of benin students and staff: hav u wronged som1& u don’t know how 2 say u’re sorry? do u have secret feelings 4some1& u can’t xpress ur feelings 2 d person? do u want 2 get some1 a gift & u’re confused about what gift to buy? are u planning celebrating ur birthday & u don’t know what 2 celebrate with? why not solve ur problems with a cake? cakes can be used 2 xpress a lot. apologize with a cake. xpress ur feelings with a cake. celebrate life with a cake. visit us today @ block b rm 4, iyobosa hostel, ekosodin. tel: 08062535793, 08027720428. before the advent of gsm and e-mail, this advert would not have been written in this form with all the examples bold-faced. conclusions the paper has so far examined textese and informal e-mailese to show a) their peculiar linguistic features, b) how educated nigerian writers redeploy english rules and items to create intriguing new words and phrases, and c) the implications of the features studied for teaching and learning standard english. the linguistic phenomenon has been conceptualised as the intraference of linguistic symbols. senders redeployed clipping, syncope, apocope and the deletion of redundant letters and phonemes to abridge a text message, as in specimens 1 and 2. the nigerian writers studied often put the initial letters of words together to form new words which carry with them the concepts and meanings of all the words from which they have been formed; e.g. “ammu” for i’m missing you, “h r u?” for how are you? and other examples in specimen 4. educated nigerian writers of text messages redeploy letters, arabic numerals, alphanumeric, (icons, although not treated here) colloquial expressions and abbreviations; insert capital and small letters indiscriminately, avoid punctuation marks, fragment sentences, cover up necessary spaces between words, delete articles and peripheral sentence elements, as in specimen 3, 4, 5 and 6. sometimes, they yoke phonemes, letters, sounds and figures creatively to coin a new word, as in “gu9t” for good night, “10q” for thank you, “1-daful” for wonderful, etc. since these are internal dynamics of the language that are transferred from one section of the language to another, they are best presented as the intraference of linguistic symbols and rules. now, these methods of writing are invading formal writing and arrangement of orthographic features. it is affirmed here that the style linguistic symbol intraference bode no. 9 (july december 2014) no. 9 (july december 2014) 138 and features of textese and e-mailese are more advantageous than disadvantageous to written communication for several reasons. first, it helps to distinguish a new field of writing having its peculiar methods. second, the style and features of these modes show us how, when and where the language and its rules can be used more economically. for example, sms and e-mail style is very useful in minute writing, notetaking and shorter spelling forms under deadline, pressure and haste. hence textcuts are invading informal writing where some forms of abbreviations and contractions are allowed. third, the style proves that language and its symbols are amenable to unprecedented combination and reorganisation for the purpose of communication now and in the future. furthermore, textese and e-mailese underscore the fact that language is primarily spoken and secondarily written. there is no oneto-one correspondence between spoken and written word. to the extent of its arbitrariness and inconsistence, the written medium and its rules are vulnerable to mutations and manipulations. there is no difference, for example, in the pronunciation of these words and figures: “four,” “fore,” “for,” “4;” or “two,” “too,” “to” and “2;” “won,” “one” and “1.” textese and informal e-mailese simply use the figures 4, 2 and 1 to represent them respectively. so, the modes emphasise sounds and meanings, not the artificialities of writing. in addition, textese and e-mailese show the uselessness of some institutionalised questionable spellings. we can, for instance, spell tomorrow as “tomoro,” josephine as “josfin,”assessment as “asesment,” etc and still convey their meanings. so, does this phenomenon, as dog (2009) asks, “signal the end of the english language as we know it? probably not, imo. i mean in my opinion. after all, language changes… and why should language not change?” (p.2). indeed, language and communication vary from time to time to reflect advancement in science, education and technology. the gsm and the internet revolutions are quintessential examples now in vogue. in the future, the scenario will surely change because the womb of time and the industrious wakefulness of scientists are pregnant with more inventions and methods. the position taken in this paper, therefore, is that rather than ruin real communication, these linguistic strategies are expanding the frontiers of written communication. in nigeria, for instance, sms and e-mail are teaching educated nigerians how to be brief and even write poetically. yule (2003) advises that we should not feel that the language is being debased. instead, “we might prefer to view the constant evolution of new terms and new uses as a reassuring sign of vitality and creativeness in the way a language is shaped by the needs of its users” (p. 64). linguistic symbol intraference bode no. 9 (july december 2014) no. 9 (july december 2014) 139 so, textese and e-mailese should be accepted as a new variety according to techno-linguistic dimension and its useful features may be applied in other areas of the language. when linguists, particularly varietologists and language teachers, study language varieties like journalese, officialese, medicalese, legalese, etc, textese and e-mailese should also come to mind. it should be taught as a variety different from formal writing, a variety that displays an interesting panorama of linguistic signs: indexes, icons and symbols combined in intriguing ways. all considered, “communication is all about understanding. sometimes it requires language to be written in its fullest most comprehensive forms, at other times a few missing vowels, or figures standing in for words, will do just as well. it is still a real form of communication” (belani, 2009, p.1). references aluko, l. a. (2012, april 21). i left banking becos….vanguard, p.28. awonusi, v.o. (2004). little englishes and the law of energetics: a sociolinguistic study of text messages as register and discourse in nigerian english.in v.o. awonusi, & e.a. babalola. (eds.). the domestication of english in nigeria: a festschrift in honour of abiodun adetugbo (pp. 45-61). lagos: university of lagos. banjo, a. (1970, may). the english language and the nigerian environment. journal of nigeria english studies association, 4(1), 51-60. banjo, a. (1996). making a virtue of necessity: an overview of the english language in nigeria. ibadan: ibadan university press. belani, r. (2009). communicating in text-message style: is it ruining real communication? retrieved from http//www.helium.com/ items/857447. bernstein, b. (1971). class, codes and control: theoretical studies towards a sociology of language. london: routledge & kegan paul. brosnahan, l.f. (1958). english in southern nigeria. journal of english studies, 39, 77-110. chiluwa, i. (2007). the nigerianness of sms text messages in english. journal of nigeria english studies association (jnesa), 3(1), 95-109. cole, a. (2013). communication in text message style. is it ruining real communication. retrieved from http://www.helium.com/ items/945576. linguistic symbol intraference bode no. 9 (july december 2014) no. 9 (july december 2014) 140 crystal, d. (2008). txtng: the gr8 db8. london: oxford university press. crystal, d. (2008, july 5). 2 b or not 2 b. guardian unlimited. retrieved from www.theguardian.com/boos/2008/jul/o5/ saturdayguardianreview. crystal, d. (2009). a dictionary of linguistics and phonetics. (6th ed.). oxford: blackwell. curtis, s. (2009).communicating in text-message style: is it ruining real communication? retrieved from http//www.helium.com/ items/857447. dog, m. (2009). textspking. retrieved from http://www. maddogproductions.com/ds-txtspk.htm. ekah, m.h. (2009). making sense in creativity. in w. b. adegbite, &b. olajide (eds.), english in the nigerian environment: emerging patterns and new challenges. refereed proceedings of the 24th annual conference of the nigerian english studies association (nesa). september 2007.pp. 85-90. lagos: olive tree publishers. ekundayo, o.b.s. (2006). the concept of ‘intraference’ in english: the morphemic example in a second language situation. unpublished m.a. thesis. university of benin, benin city. ekundayo, o. b.s. (2013, may). intraference in educated nigerian english (ene).unpublished doctoral dissertation. university of benin, benin city. erhariefie, t. o.(2007, october 17). how nollywood gals date producers. sunday sun, p.17. faleke, v. o., & ibrahim, s.s.(2011). gsm text message: impediment to english orthography. journal of the nigeria english studies association (jnesa) 14(2), 51-62. humphreys, j. (2007, september 24). i h8 txt msgs: how texting is wrecking our language. associated newspaper. 1-4. retrieved from www.guardian. co.uk/books/. ifebi, n. a. (2012, march 10). thru the years with nigeria idols. saturday sun, p. 27. jowitt, d. (2008, march 28). varieties of english: the world and nigeria. inaugural lecture, jos: university of jos, jos. nwachuku, & dim, u. (2009, october 8). i work on the concept of triple m: music, modeling and movie-rap ella. vanguard, p. 42. linguistic symbol intraference bode no. 9 (july december 2014) no. 9 (july december 2014) 141 odumuh, a. o. (1980).the syntax and semantics of nigerian english. unpublished dissertation. ahmadu bello university, zaria. okoeki, o. (2012, november 25). don’t create new states, ikuforiji tells nass. the nation, p.7. quirk, r., & greenbaum, s. (1989).a student’s grammar of english. london: longman. richards, j. c, & sampson. g.p. (1984). the study of learner english. in j. c richards. (ed.).perspective on second language acquisition (pp.13-18).london: longman. selinker, l. (1984). interlanguage. in j. c. richards. (ed.) perspective on second language acquisition (pp. 1-54). london: longman. surakat, t. y. (2010). categorising varieties of nigerian english: a socio-psycholinguistic perspective. journal of nigerian english studies association (jnesa),13(2), 97-110. uhunmwangho, a. (2007). is there a nigerian english? sms text message and the use of english in nigeria. in w. b. adegbite & billy olajide. (eds.). english in the nigerian environment: emerging patterns and challenges (pp. 27-37). lagos: olive tree publishers. vanguard. (2009, april 13).npa c’tee asked bua to replace foreign workers, p. 23. yule, g. (2003). the study of language. cambridge: cambridge university press. author *omowumi steve bode ekundayo is on the academic staff of the department of english and literature, university of benin, benin city, nigeria, where he teaches grammar, writing, phonetics and phonology. he holds a ba, ed, ma and phd in english and literature. his areas of interest and research are sociolinguistics with sbe-esl/nige bias, applied linguistics, semiotics, stylistics, language varieties, phonology, poetry and creative writing. he has authored many books and scholarly articles in both local and international journals. linguistic symbol intraference bode no. 9 (july december 2014) no. 9 (july december 2014) no. 23 language proficiency development and study abroad experience: a study on efl learners1 desarrollo del dominio del idioma y la experiencia de estudio en el extranjero: un estudio sobre estudiantes de inglés como lengua extranjera fatma kaya2* erzurum technical university, turkey 1 received: september 9th 2020/accepted: july 21st 2021 2 fatma.kaya@erzurum.edu.tr gist education and learning research journal. issn 1692-5777. no. 23 (july december, 2021). pp. 33-58. visual mnemonic technique as learning strategy 34 no. 23 abstract study abroad experience (sa) has been regarded as one of the best ways to enhance english language proficiency because it offers opportunities for learners to experience the use of english in actual situations. the present research study attempted to explore the language development of a group of efl learners participating in erasmus program for sa experience where english is not used as l1. to achieve this, the data were collected through three instruments: language contact profile (lcp), then and now survey, and semi-structured interviews. fifty-nine students answered lcp and then and now survey and eight students were interviewed. the quantitative result revealed that students experienced greater gains in their oral skills. on the other hand, qualitative results confirm the greater gains in speaking skills with respect to other skills. moreover, the results highlighted the significance of the learning context and the quality and quantity of interaction for language development. key words: study abroad; english proficiency; english learners; learning context; oral skills; interaction resumen la experiencia de estudiar en el extranjero (ee) ha sido catalogada como una de las mejores formas de mejorar la competencia en inglés porque esta ofrece oportunidades a los aprendices de experimentar el uso de la lengua en situaciones reales. el presente estudio de investigación intentó explorar el desarrollo de la lengua en un grupo de estudiantes de inglés como lengua extranjera en el programa erasmus para la experiencia ee en dónde el inglés no es usado como lengua primaria o l1. para alcanzar esto, los datos se recolectaron a través de tres instrumentos: perfil de contacto de idioma (pci), encuesta de antes y ahora, y entrevistas semiestructuradas. cincuenta y nueve estudiantes respondieron el pci y las encuestas; y ocho estudiantes fueron entrevistados. los resultados cuantitativos revelaron que los estudiantes experimentaron mayores ganancias en sus habilidades orales. por otro lado, los resultados cualitativos confirman dichas ganancias en habilidades de habla con respecto a otras habilidades. además, los resultados resaltan el significado del contexto de aprendizaje y la calidad y cantidad de interacción para el desarrollo del lenguaje. palabras clave: estudiar en el extranjero; competencia en inglés; aprendices de inglés; contexto de aprendizaje; habilidades de habla; interacción resumo a experiência de estudar no estrangeiro (ee) foi catalogada como uma das melhores formas de melhorar a competência em inglês, porque esta oferece oportunidades aos aprendizes de experimentar o uso da língua em situações reais. o presente estudo tentou explorar o desenvolvimento da língua em um grupo de estudantes de inglês como língua estrangeira no programa erasmus para a experiência ee, onde o inglês não é utilizado como língua primária ou l1. para alcançar isso, os dados foram coletados através de três instrumentos: perfil de contato language development in a study abroad experience kaya 35 no. 23 de idioma (pci), enquete de antes e agora, e entrevistas semiestruturadas. cinquenta e nove estudantes responderam o pci e as enquetes; e oito estudantes foram entrevistados. os resultados quantitativos revelaram que os estudantes experimentaram maiores aproveitamentos em suas habilidades orais. por outro lado, os resultados qualitativos confirmam tais aproveitamentos em habilidades de fala com relação a outras habilidades. além disso, os resultados ressaltam o significado do contexto de aprendizado e a qualidade e quantidade de interação para o desenvolvimento da linguagem. palavras chave: estudar no estrangeiro; competência em inglês; aprendizes de inglês; contexto de aprendizado; habilidades de fala; interação language development in a study abroad experience kaya 36 no. 23 introduction l earning context plays a significant role in the development of foreign language and affects the degree of language acquisition and the gained result (sanz & grey, 2015 cited in leonard & shea, 2017). therefore, “one of the most important variables that affects the nature and the extent to which learners acquire an l2 is the context of learning” (collentine, 2009, p. 218 cited in llanes, 2011, p. 189) because the level and type of language input provided by sa, the chances created to engage in interaction, and the target language exposure display differences ( amuzie & winke, 2009).thus, most sa research has focused on the nature of study abroad experience and has attempted to discover the determinants which may promote language enhancement (dewey, 2007) because different variables such as personal, academic, linguistic, and cultural affects the degree of sa experience that students benefit from (cadd, 2012). in fact, study abroad programs aim to serve for two general purposes: improving and enhancing l2 proficiency and developing cultural sensitivity (baker’smemoe, dewey, bown & martinsen, 2014). in line with the crucial role of sa experience as recognized one of the best ways to enhance language proficiency, there has been a steadily growing interest on the research exploring the benefits of sa programs on language development, though studies sometimes present inconsistent results that do not align with each other. however, while dealing with the effects of sa on language learning, we need to support the premise that language learning context be the prerequisite focus that needs to be taken into consideration if the underlying factors that comprise the effects of sa experience on learners’ language gains are sought to explore. this gap may be explained by various factors such as frequency, intensity, quality, and quantity of interaction in the target language context. relevant literature on sa experience emphasizes that interaction with local english speakers and developing social networks in the target language are one of the most important factors to improve language proficiency of learners and higher l2 contact leads to greater language gains (llanes, tragant & serrano, 2012) because, in contrast to classroom environments, sojourns create settings which can provide useful chances for learners to interact in the target language (schwieter, jackson & ferreira, 2018). however, as martinsen (2010) says interaction with native speakers does not always lead to enhancement of language proficiency and more studies are required to evaluate the relationship between social networks and the development of speaking skills. in fact, the significance of sa experience for language enhancement should not lead to the assumption that the classroom environment does not contribute to the language development; however, actual environments may create a pressure on students to use language to communicate in actual conditions. language development in a study abroad experience kaya 37 no. 23 given the potential effect of sa experience on students’ language proficiency, a thorough understanding of the process, particularly in terms of students who experience their sojourn in countries where english is not l1 and reflections of these students upon their sojourns is needed. hence, this study attempts to investigate language development of turkish students participating in erasmus program utilizing both qualitative and quantitative data to have a deeper insight into the process. literature review there has been a growing interest in the studies exploring the effects of sa experience on language proficiency and students’ attitudes towards the target language in terms of different dimension of sa experience and different language skills. although learning context has been determined as one of the key factors leading to success regardless of the explored language gains, not all sa experiences cover the same duration and the duration of sa programs has determined the language gains, particularly gains in specific l2 areas. some scholars have addressed the length of sa program on language gains, particularly exploring whether short term sa experience could enhance language proficiency (evans & fisher, 2005; martinsen, 2010; llanes & munõz, 2009). for example, in the study conducted by martinsen (2010), the effects of a period of 6 weeks sa experience on oral skills were explored and it was found that this short term experience showed significant changes in learners’ oral skills; however, there were also learners with no change or even decrease in their oral skills. the researcher attributes this issue to the measurement problem because it is challenging to measure the development of language skills over a short time and this measurement problem of study abroad experience research was also confirmed by dewey (2007). moreover, an interesting implication made by martinsen (2010) is the probability that interacting with native speakers during sa experience does not always lead to the development of oral skills and, thus, the frequency and quality of interaction should be the foci of further research. on the other hand, further evidence of the effectiveness of short duration on the enhancement of proficiency comes from llanes and munõz (2009), who considered that even a period of 3-4 weeks of sa experience showed considerable gains in language areas such as listening comprehension, oral fluency, and accuracy. in fact, it may be advocated that the chances of being exposed to l2 interaction created by sa environment are not similar in every context and not all l2 learners prefer to get involved in interaction in the target language (montero, 2019) and ‘‘mere exposure to the context is not enough, and sa participants need to take the opportunities which the context offers for interaction and sociocultural learning’’ (sánchez-hernández & alcón-soler, 2019, p. 14). in their studies, leonard and shea (2017) investigated native english speakers who spend one semester in argentina. the language development in a study abroad experience kaya 38 no. 23 main focus of their study is to explore changes in various dimensions of complexity, accuracy, and fluency (caf) over a period of 3 months sojourn and whether any relationship is available between these changes and linguistic knowledge and processing rate. as a result, they revealed that learners experienced development in syntactic complexity, accuracy and fluency. moreover, they added that in long term, three dimensions of speaking improve and when the learner has achieved a definite degree of fluency that also leads to definite degree of accuracy and lexical complexity. however, as most researchers emphasized that learners with higher proficiency levels before study abroad experience also experienced greater gains in accuracy and syntactic and lexical complexity during the process. interestingly, researchers point out that learners with lower levels show greater improvements when compared to learners with more advanced levels during study abroad experience (martinsen, 2010). thus, to explain this conclusion, dewey (2007) elucidated the possible ceiling effect in measures utilized in study abroad research because most of the used measures are thought to be insufficient to evaluate the gains of advanced-level learners and the language gains advanced learners experience are not easy to quantify (llanes & munõz, 2009). another point deserving attention is the outcomes gained at the end of the process. researchers emphasize that study abroad experience does not always guarantee effective language development and learning (martinsen, 2010; yang & kim, 2011); however, this experience seems to facilitate language acquisition. for example, dewey (2007) elucidates the facilitator effect of sa experience on vocabulary acquisition; however; he does not also ignore the significant gains, which can be obtained at home. in fact, the distinguishing point between classroom and study abroad context is that target language context creates a relatively unconscious focus to master language while classroom context offers practice on grammar and vocabulary knowledge (dekeyse, 1991 cited in kim & cha, 2017) and the intensity of language exposure (serrano, llanes & tragant, 2016). however, different benefits may come from both of the contexts in various fields of language. for example, sa context seems to favor oral lexical richness while at home (ah) context leads to better receptive knowledge of grammar (serrano et al., 2016). the notion that sa significantly favors oral proficiency also was confirmed by the studies of llanes et al., (2012) and jochum (2014). for example, montero (2019) explored whether sa learners outgained at home learners in terms of the development of effective communicative strategies. the noteworthy point addressed in the results is that not all sa learners make effective use of l2 communication opportunities and their counterparts at home can also benefit from these opportunities if similar settings are reproduced. the most important contribution of the study may be explained by the explicit call for further need to motivate and encourage learners to benefit sa experience at maximum level by actively participating in each actual communication settings. language development in a study abroad experience kaya 39 no. 23 moreover, studies have also focused on the effect of sa experience on self-efficacy of learners (e.g., cubillos & ilvento, 2013; kim &cha, 2017; petersdotter, niehoff & freund, 2017). for example, in their studies, kim and cha (2017) examined what factors compose self-efficacy and tried to explore the relationship between english proficiency, abroad experience and english self-efficacy. moreover, they investigated the optimal period of study abroad experience for the self-efficacy improvement. as a result, they concluded that english proficiency and abroad experience have the exploratory value for self-efficacy with the dominant effect of english proficiency on self-efficacy. however, what the researchers emphasize is the need to study the factors jointly instead of treating factors alone. on the one hand, the optimal period for the development of self-efficacy was recognized from four to six months. on the other hand, further evidence of effective outcomes of sa experience has been also displayed from pragmatic or sociolinguistic perspectives (e.g., taguchi, 2008; shively, 2011; taguchi, 2011; alcón-soler, 2015; sánchez-hernández & alcónsoler, 2019; devlin, 2018; ren, 2019). for example, sánchez-hernández and alcónsoler (2019) examined the enhancement of pragmatic competence of the sojourn of a group of brazilian students during their first semester of study in a us university. the main foci of the study are two: recognition of pragmatic routines, and whether intensity of interaction and participants’ sociocultural adaptation to the sa context are the determinants of documented pragmatic development. as a result, it was revealed that a semester-long sojourn improves the recognition of pragmatic routines and intensity of interaction and sociocultural adaptation determine the documented pragmatic gains. likewise, alcónsoler (2015) conducted a more specific study dealing with the impact of pragmatic instruction and the duration of sa on e-mail request mitigators of teenagers creating an experimental and a control group consisting of 30 participants in each group in england. it was concluded that sa has shown an immediate effect on request of mitigators which was not sustained in the long term. however, these two studies have established their research in anglophone contexts which may result in an enriched environment where learners may easily engage in actual communication settings through intensive and frequent interaction with native speakers of english. however, when it comes to analyze the effect of sa on pragmatic competence, in settings where english is used as a lingua franca, it may be hard to know to what extent pragmatic competence may be enriched. although the aforementioned studies have mostly focused on revealing the effects of sojourn on linguistic or pragmatic gains, researchers have also documented the effect of sa experience on participants’ beliefs and perceptions on the effectiveness of this experience (e.g. asoodar, atei & bate, 2017). for example, amuzie and winke (2009) examined the relationship among learners’ beliefs, study abroad, and duration of the sa exploring the beliefs held by two groups of students who have been to the language development in a study abroad experience kaya 40 no. 23 usa for more than six months and those who had been to the usa longer. they found that sa experience led both groups to believe that they should be responsible to create occasions to engage in l2 and instead of the classroom environment, success is more related to their attempts. moreover, they declared that as a result of the changes in their beliefs through the sa program, learners who studied longer abroad developed greater learner autonomy than those who experienced abroad less. another controversial issue is the optimal time in which sa experience may have an impact to affect the enhancement of language proficiency. in fact, what makes the contraction about the effectiveness of the shortterm sa is whether this experience creates sustainable linguistic, motivational, or personal beliefs because research draws inconsistent conclusions in terms of linguistic and nonlinguistic benefits (allen, 2010). different studies have yielded various outcomes. a stay abroad of even 34 weeks was observed to significantly affects language gains and learners are claimed to benefit from 1-week sa experience (llanes & munõz, 2009). numerous studies have established their research on the short term and long term sa research such as evaluating the impact of short-term sa experience on learners’ attitudes towards spanish (artamonova, 2017), whether short-terms experience makes difference (llanes & muñoz, 2009) or assessing the effect of sa on transformative learning comparing six weeks programs (walters, charles & bingham, 2017). regarding the optimal period for effective sa, the studies have drawn the conclusion that sojourns from 3 to 12 months lead to the maximum gains (dwyer, 2004; koester, 1985 cited in allen, 2010). in contrast to the ample studies on sa experience, in turkish context more studies are required that explore the impact of sa experience on the enhancement of language development particularly asking participants through diverse data collection tools about their experiences as sojourners. moreover, exploring the language development of efl learners who spend their sa experience in countries where english is not the l1 also deserves attention. given the importance of sa context on the enhancement of language proficiency, the current study seeks to explore the changes in learners’ proficiency during their sojourn in countries where english is not l1 addressing the following research questions: 1. how much time do students spend using english and turkish during their sojourn? 2. is there any statistically significant difference between learners preand post self-assessment in terms of language proficiency? 3. what changes do students experience in their language proficiency before and after their study abroad experience and how did this experience influence their attitudes towards the english language? 4. what difficulties, if any, participants experience during their sojourn? language development in a study abroad experience kaya 41 no. 23 methodology this study aimed to gather data about the language development of the participants as they engaged in sa experience and to achieve this, both qualitative and quantitative data were utilized because research into sa experience has been often criticized due to lack of multiple data sources. therefore, the present study employed two types of data to draw conclusions recognizing the potential benefits of combining both qualitative and quantitative measures to understand the language development experienced during participants’ sojourn. the quantitative data were complemented with qualitative sources. the participants answered the relevant questionnaire with a 5 likert-type scale and completed language contact profile. moreover, for a comprehensive analysis, semi-structured interviews were conducted language development in a study abroad experience kaya 42 no. 23 participants table 1 shows the detailed demographic characteristics of the students in the sample. table 1. demographic information of the participants background information n % faculty faculty of arts 17 28.8 faculty of engineering 10 16.9 faculty of education 9 15.2 faculty of law 7 11.8 faculty of economics and administrative sciences 5 8.4 others 11 15.2 age 17-20 8 13.6 21—24 40 67.8 25-29 11 18.6 gender male 38 64.4 female 21 35.6 elf communities visited through the erasmus program poland 17 28.8 germany 9 15.2 spain 6 10.1 hungary 6 10.1 romania 6 10.1 others 15 23.7 duration of study abroad experience 1-3months 4 6.8 4-6 months 53 89.8 7-12 months 2 3.4 language development in a study abroad experience kaya 43 no. 23 the participants of the current study were 59 erasmus exchange students who aimed to study in various efl contexts during the 2017-2018 fall and spring semesters and 2018-2019 fall semester. the sample of the study was composed of students who were studying at a large turkish state university, and these students were diverse in terms of their majors and the countries they visited through the erasmus exchange program. the average age of students was between 18 and 29 years old and all of the participants were native speakers of turkish. the official erasmus exchange program lasted 3 to 12 months. instruments in the current study, the quantitative instrument consisted of a then and now survey and language contact profile. the information obtained from these measures was complemented with qualitative data derived from semi-structured interviews with eight participants. then and now survey then and now survey (dewey, bown & eggett, 2012) was used to capture the participants’ beliefs before and after the sa experience. the purpose for using then and now survey is to explore the possible changes in students’ language proficiency. in the recent years, post + retrospective pre-test method, which includes the learners’ evaluation of their abilities only at the end of their study period, has replaced the traditional pre-test/ post-test design (dewey et al., 2012). according to hill and bertz (2005), ‘‘if the aim is to understand how participants feel about program effectiveness and their personal growth or skill acquisition, the retrospective test provides a more direct assessment of these factors’’ (p.514). in case of being unfamiliar with tasks, learners may overestimate or underestimate their skills before the experience (dewey et al., 2012). in then and now survey, each statement appears twice, once asking about the degree of difficulty what the participants had believed while at home and what they currently believed after their sojourn. the items sought responses with 5point likert-type scale to elicit the self-perception of progress. the participants were asked to rate their abilities to achieve the given tasks using the scale that includes: not at all; with great difficulty; with some difficulty; easily; quite easily. language contact profile the language contact profile (lcp) created by freed, dewey and segalowitz and halter (2004) was used to determine the quantity of participants’ interaction with language development in a study abroad experience kaya 44 no. 23 english speakers during their sojourn. lcp was used to assess the amount of interaction in various contexts such as in classroom, with friends and with strangers (hernández, alcón-soler, 2018). for each question in lcp, participants were asked to provide the approximate number of hours per week and per day they involved in various activities. it was expected that the approximate periods reported by participants would provide valuable information about the input learners receive and output learners produce during their sojourn (llanes & munõz, 2009) semi-structured interviews volunteer students participated in semi-structured interviews and the participants were asked questions aiming to elicit underlying factors that may explain the effectiveness of study abroad experience. the interviews were conducted in turkish to make participants easily express their ideas and feelings. interviews were one-on-one, had a duration of 15-30 minutes, and were audio-taped and then transcribed. data analysis the data consisted of two types, the quantitative data from the likert-scale type of then and now survey which enabled learners to make a self-assessment on their language development and lcp and the qualitative data obtained from the interviews. the main purpose of collecting and analyzing quantitative data was to provide a general framework for the participants’ responses which would be used to explore the differences between changes in language proficiency held before and after sa experience. the second purpose, through qualitative findings, was to examine the underlying detailed reasons for, if any, enhancement of language proficiency and attitudes towards english took place. the quantitative data were analyzed through spss 21.0 and for the statistical analysis, t-test was employed to find whether there was any statistical difference between pre and post beliefs. the data were submitted to t-test to examine the changes between what the participants believed in their home country (prior to sa experience) and what they believed after their sojourn about their language proficiency. on the other hand, the qualitative data were analyzed through content analysis. firstly, the codes were formed out of answers and after defining the codes; the researcher combined them into categories and themes. moreover, to establish the reliability of coding, the researchers studied with an invited coder who has experience in content analysis. language development in a study abroad experience kaya 45 no. 23 results the results of quantitative analysis a paired sample t-test was conducted to examine if there was any change in the students’ language proficiency across preand poststudy abroad. the first research question addresses the amount of time students spent using english and turkish during their sojourn. figure 1 displays the number of hours students reported speaking, reading and writing, and listening to english and turkish during the sa experience. figure 1. reported overall number of hours spent per week using english and turkish as it can be seen in figure 1, students reported spending most of their time on speaking turkish and the secondly english; however, the difference between speaking english and turkish is not high. the time spent on reading and writing in english is higher than the time spent on turkish; however, the time spent on listening to turkish and english seems approximately the same. figure 2 shows the ten most frequent activities reported in the lcp giving an overview of the specific ways learners used english and turkish. the activities are sorted from lowest (least number of hours) to the highest (most hours). language development in a study abroad experience kaya 46 no. 23 figure 2. number of hours spent in ten frequent lcp activities (sorted from lowest (least number of hours) to the highest (most hours) as shown in figure 2, students spent most of their time using english as they were engaged in conversations with the speakers around their environment, particularly within their settlements. then following speaking, they reported to spend the most time reading in english for academic purposes. on the other hand, among the ten most frequent lcp activities, they spent less time using english to speak with other people. table 2 displays the results of the preand post-self-evaluation of speaking abilities obtained using the t-test. the results were sorted from the highest mean change to the lowest. as seen in table, there are statistically significant differences in every aspect of then and now self-assessment. the result of the statistical analysis has displayed that sa experience has positive effects on students’ l2 skills leading to significant gains in the case of oral production. they seem to have developed their language proficiency and have experienced significant gains. as shown in table 2, students benefited sa experience in terms of various gains. sa experience has developed their oral language skills such as giving information about themselves, surviving in an english speaking environment, engaging in daily conversations or talking about political and abstract issues. hence, these quantitative findings confirm that engaging in actual situations have contributed to their language proficiency. language development in a study abroad experience kaya 47 no. 23 table 2. ttest statistics for then-now self-assessment (pre-/post-comparison) items mean change standard deviation t statistic df probability speak in english without having to substitute english words or guess excessively how to say something. 5.440 4.857 8.603 58 0.000 deal with complications in situations (e.g., situations where the other person in the conversation doesn’t say what you expect or behaves outside of your expectations). 5.372 5.037 8.193 58 0.000 speak fluently without interruption. 5.322 4.284 9.540 58 0.000 use a wide variety of vocabulary to express your thoughts without getting hung up on words (i.e., not being able to find the word you need to say what you want to say) 5.016 4.431 8.696 58 0.000 describe your present job, studies (classes, major, etc.), and professional and academic interests. 4.966 4.574 8.338 58 0.000 describe college life to another person in detail. 4.949 5.224 7.277 58 0.000 satisfy simple personal needs and social demands to survive in an english-speaking setting 4.949 4.632 8.206 58 0.000 participate actively in conversations in most informal and some formal settings on topics of personal and public interest 4.915 6.251 6.039 58 0.000 describe events and objects in the past, present, and future 4.813 4.443 8.322 58 0.000 speak without producing errors that might disturb or distract a english speaking listener. 4.745 4.655 7.830 58 0.000 obtain and give information by asking and answering questions 4.508 5.170 6.697 58 0.000 language development in a study abroad experience kaya 48 no. 23 state and support with examples opinions about controversial topics. 4.471 4.409 7.440 58 0.000 respond to simple questions on the most common aspects of daily life 4.305 5.302 6.237 58 0.000 speak about abstract topics, connecting ideas logically and smoothly 3.932 3.929 7.686 58 0.000 tell what you plan to be doing 5 or more years from now 3.915 4.691 6.410 58 0.000 express nearly any idea you could express in your native language. 3.610 3.439 8.063 58 0.000 talk about current political issues in english. 3.593 3.815 7.234 58 0.000 give simple biographical information about self (name, age, composition of family, etc.). 3.423 4.713 5.580 58 0.000 speculate and present hypotheses 3.389 3.363 7.742 58 0.000 deal with linguistically unfamiliar situations (situations never before encountered in english) 3.349 5.093 5.955 58 0.000 say simple greetings, courtesy phrases like “thank you,” and use appropriate language when taking leave. 2.694 4.259 4.859 58 0.000 the results of qualitative analysis to gain a more comprehensive understanding, answers by eight participants in semi-structured interviews were analyzed through the content analysis. the results obtained from the content analysis are displayed in tables that include codes, categories, and themes. table 3 shows the changes in attitudes students have experienced towards english during their sojourn. the first term concerns the changes in participants’ attitudes towards english after the sojourn. the category deals with language-related factors. as shown in table 3, after the sa experience, learners generally positively commented about the changes they felt and almost all of the participants referred to language-related changes such as more interest in english, less fear of making mistakes, and motivation language development in a study abroad experience kaya 49 no. 23 to improve english. regarding the changes in attitudes, one of the participants provided a general comment stating her wish to improve english proficiency and to acquire fluent speaking she mentioned her desire as follows: ‘‘i want to improve my english until i can speak english like my mother language because it has no border, you know, too.’’ (participant 1) table 3. theme for changes in attitudes towards english theme 1. changes in attitudes towards english categories codes category 1. language related changes intelligibility rather than accuracy noticing the gap between theory and practice motivated to improve english desire to be a fluent speaker more interest in english less fear of making mistakes using english for communicative purposes more tolerance for grammar mistakes the second theme, changes in language proficiency, is related to the differences or improvement participants have experienced after their sojourns. table 4 displayed these changes in language skills. as observed in table 4, the first category is about the changes in speaking skill. the participants in this study generally shared the belief that significant changes appeared in their speaking skill as given in the first category. the following excerpt is what one of the participants provided as a comment on the change in terms of speaking in his proficiency: ‘‘my english was good before abroad. however, i was not good at practice. that is to say, i learned english but i did not have anybody to speak, chat and have dialogue in my environment. during this 4,5-month period, i practiced heavily particularly in terms of speaking. i can make sentences easily while speaking. that is, i do not think. in case of an unknown question, i can answer quickly.’’ (participant 8) for the second and third category, participants mentioned that they acquired more listening comprehension and for writing skills, they gained the ability to write spontaneously. moreover, another category is about the lexis particularly, the daily language use participants have experienced. language development in a study abroad experience kaya 50 no. 23 table 4. theme for changes in language proficiency theme 2. changes in language proficiency categories codes category 1. speaking fluency better pronunciation speaking english with a local accent spontaneous speech quick answers easier communication category 2. writing writing without planning/thinking ctaegory3. listening more comprehension category 4. lexis learning terms learning idioms learning phrases/collocations vocabulary use in actual context category 5. grammar no change in grammar knowledge deterioration of grammar category 6. others translation thinking in english as can be seen in table 4, issues that were regarded as gains by the participants were basically lexical gains. the fourth category includes lexical gains ranging from learning idioms to the vocabulary use in actual context. considering this issue, one of the participants uttered: ‘‘one day, it was raining, it was raining heavily. we were walking and trying to have a conversation. one of my friends said that it is raining like cats and dogs. i was surprised whether i got it right. then i asked what she meant exactly. she explained. i have learned it and i liked it so much.’’ (participant 8) however, for the grammar category, participants did not refer to a common change. while uttering the effective changes in their language proficiency as a whole, they generally mentioned no significant change or even deterioration for grammar knowledge. for example, one of the participants remarked: language development in a study abroad experience kaya 51 no. 23 ‘‘before going abroad through erasmus program, my grammar was very good; however, i cannot explain, after erasmus, my grammar began to deteriorate because i tended to use spoken language there.’’ (participant 3) another issue that is pointed out is the changes in participants’ translation skill. one of the participants translated a book from english into turkish during her sojourn. another participant mentioned that the sa experience provided the ability of thinking in english. in general, participants have experienced that sojourn had significant contribution for them. table 5. theme for challenges theme 3. challenges categories codes category 1. lexical challenges phrasal verbs phrases category 2. linguistic challenges various accents insufficient language proficiency category 3. social challenges local people not knowing english cultural problems/diet habits theme 3 is about the challenges that participants encountered during their sojourn and table 5 displays these challenges. actually, most of the issues which were regarded as challenging were related to the lexical problems. as shown in table 5, lexical challenges constitute the first category and issues ranging from phrasal verbs to phrases are the most frequently mentioned problems encountered during the sojourn. one of the participants’ comments supports this notion: ‘‘while speaking to the students, we sometimes could not express ourselves because we knew the words they did not know, they knew the words we did not know. however, we did not experience this problem with professors because their language proficiency is above ours and they could get what we mean even though we could not express ourselves.’’ (participant 7) another challenge mentioned is the linguistic challenges. some participants pointed out that they had friends from different parts of the world during their sojourn, therefore; their accents sometimes led to problems in terms of comprehension. the following excerpt approves this notion: ‘‘i have experienced difficulty due to the accents of some countries. particularly, indian and spanish speakers’ accents were challenging.’’ (participant 6) language development in a study abroad experience kaya 52 no. 23 social challenges are also another issue uttered during the interviews. in accordance with the social structure of the visited countries, if the local people do not have english proficiency, this leads participants to make great effort to maintain their daily life. in countries such as hungary, local people do not know english and this leads to the problems for the participants as they try to maintain their daily lives. discussion the present study attempted to shed light on the language development of efl learners during their sojourn. therefore, the results of the current study constitute an attempt to provide an overview of the effect of sa experience on english language proficiency. according to the findings of lcp, which aims to determine the approximate time spent for different activities during sojourn, students spoke turkish most frequently, however, the percentage is also very high and near to turkish in english use. in terms of time spent for specific activities, the highest specific area of language is speaking english with people around them. the higher use of turkish by students may be attributed to the various factors such as a tendency to spend time with friends from the same country due to affective reasons, not desiring to create a chance for effective communication in english and the conditions of the countries visited through the erasmus program. the results derived from interviews also supported the findings of lcp in terms of the visited countries because students indicated that local people’s english proficiency is not high and this led to challenges for them. this finding corroborates amuzie and winke’s (2009) study, which revealed that leaners show a tendency for clustering with friends from the same country not only in the class but also outside of the class. additionally, some participants could not be exposed to english because the local people did not use english for communication particularly in countries such as hungary and poland. in line with the current results, kaypak and ortaçtepe (2014) in their study also came to a similar conclusion that students in slovenia and poland could not experience english language enhancement because english is not frequently used by the local people in these countries. on the other hand, llanes et al (2012) contradicts this conclusion and adds that learning context is not the only factor that determines the l2 gains because somewhat, individual differences play a significant role in the l2 proficiency enhancement. however, regarding the results obtained from then and now survey, the results of the study revealed that there are differences between students’ preand postproficiency levels in english regarding speaking skill. the quantitative findings indicate that there are statistically significant changes in learners’ language proficiency. these results show that most of the students experienced improvements in their oral language skills over the period of their sojourn which is in line with existing literature that corroborates positive effects of sa on l2 oral proficiency (llanes et al., 2012; dewey, belnap, & hillstrom, 2013; leonard &shea, 2017). language development in a study abroad experience kaya 53 no. 23 the interviews conducted with students actually confirm the quantitative findings because the wide range of gains indicated by the participant refers to oral skills. given the quantitative results which shows that that sa experience has positively affected language skills of students such as fluency, enlarging vocabulary knowledge, participating actively in conversation and speaking spontaneously, it is seen that qualitative findings drawn from students’ interviews align with these results because students have uttered important improvement in their language proficiency including quickly answering questions, improving vocabulary knowledge, development of pronunciation and communicating easily. moreover, what the qualitative data reveal is that participants acquire self-confidence in terms of using oral skills and this led to a decrease in their fears of making mistakes during the communication in english. this finding is in line with previous research which has indicated that learners of english benefit sa experience mainly in oral skills (freed et al., 2004; segalowitz & freed, 2004; llanes & munóz, 2009; martinsen, 2010; llanes, 2012). on the other hand, according to the reflections of students in our study, sa experience does not seem to favor written skills. freed, so and lazar (2003) and llanes et al,. (2012) and llanes (2010) also revealed similar results indicating that sa experience is more effective for oral skills than written skills. however, explaining the less development of writing skill is a complex issue and deserves more attention to clarify the underlying factors. one of these factors may be related to the major of the students because during the interviews it was observed that students majoring in social sciences tend to need writing during their sojourn more than students majoring in physical sciences. moreover, as the result of sa experience revealed, the participants have reshaped their perception of using language because they stated less fear of making mistakes during their interaction in the target language, which means they tend to have a shift from accuracy to fluency which was also advocated by the study of kaypak and ortaçtepe (2014) who concluded a similar result. in fact, interviewed participants in our study mostly refer to gains related to speaking skills rather than writing, reading or listening. this emphasis may be attributed to their motivation for traveling abroad because they perceive sa experience as a chance to be involved in interaction with english speakers and develop their speaking proficiency. therefore, all foci of students are related to the enhancement of their oral skills. additionally, what deserves particular attention regarding the current findings is that the target country visited for sa experience plays a crucial role in explaining the language gains. the quality and quantity of interaction for the communicative use of english provided by the target context substantially determines the degree of language gains. in our study, students studied in european countries and some of these countries present only restricted exposure to english in their social and academic lives. moreover, the intensity of english language use changed according to the context. in general, the result obtained by martinsen (2010), which falls contradictory with the existing literature (hernández & alcón-soler, 2019) concluded that on contrary to the language development in a study abroad experience kaya 54 no. 23 common assumption, the interaction was not a significant predictor of the changes in oral skills. however, he added that only partial support is available for this result and the nature of the interaction, rather than quantity of interaction, may determine the effectiveness of learning. ultimately, findings from the current study contribute to the effectiveness of sa experience on language enhancement. our findings are also of significance because instead of focusing on context as in the most of the research such as usa or uk where learners have the chance of full exposure to english, our study focuses on the contexts where english is the common language used for communication because most of the efl learners do not have the chance to visit these countries. therefore, it provides useful results to explore the language –related contribution of visiting countries where english is lingua franca, not the l1. conclusion this study has addressed the effect of sa experience on english language enhancement. both quantitative and qualitative data were gathered. the quantitative results showed that participants experienced language gains when compared to their preand postself-assessment. on the other hand, qualitative data illustrated the gains in terms of four language skills and challenges they encountered during the process. findings from the study suggest that sa experience seems to favor language proficiency. however, the target context where learners experienced sa is of significance because the interviews indicate that the quality and quantity of interaction determine the degree of gains. the more the interaction is, the greater the gains are. on the one hand, it needs to be emphasized that in addition to the chances presented by the target context, learners should try individually, as sánchez-hernández and alcón-soler (2019) suggest pure exposure is not adequate and the learners need to maximize the chances of engaging in communication. finally, this study highlights that language learning cannot actually take place without using language for communication in actual settings and sa experience is one of the best ways to achieve learning. however, reliable measurement tools should be employed to reveal the changes and improvement in learners’ language proficiency levels because measuring the language gains in terms of different skills is a complex issue. in line with this assumption, the effectiveness of sa experience, particularly in a context where english is not the l1, need to be thoroughly explored to provide researchers with more information about how this process influences language proficiency and what changes take place under what conditions in the target language. language development in a study abroad experience kaya 55 no. 23 references alcón-soler, e. 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(2011). sociocultural analysis of second language learner beliefs: a qualitative case study of two study-abroad esl learners. system, 39, 325334. https://doi.org/10.1016/j.system.2011.07.005 author *fatma kaya is an english lecturer and works at erzurum technical university, school of foreign languages in turkey. she is a phd candidate at atatürk university, school of education, department of english teaching. her research interests are english academic writing and educational research. orcid: https://orcid.org/0000-0002-7140-1915 how to reference this article: kaya, f. (2021) language proficiency development and study abroad experience: a study on efl learners. gist – education and learning research journal, 23, 33–58. https://doi.org/10.26817/16925777.943 language development in a study abroad experience 173 lesson co-planning: joint efforts, shared success1 planeación conjunta de clase: esfuerzo colectivo, éxito compartido laura carreño and luz stella hernandez ortiz2* universidad de la sabana, colombia abstract the present article reports the results of a qualitative research study conducted at a higher education institution in bogotá colombia. the study aimed at examining the lesson planning practices conducted by english language teachers at the proficiency program of the institution. the participants were a mix of the mentors in charge of each level and teachers who agreed on being part of the study. data was collected through two online surveys and one semi-structured interview; three categories were obtained from the data analysis; they focus on the planning stages, the impact of co-planning on teachers´ performance and the role of resources for lesson planning. the findings suggest that lesson planning collaboration among teachers provides them with the opportunity of improving their practices, and helped participants identify professional strengths and weaknesses. key words: lesson planning, teacher collaboration, professional development, planning resources, teaching practices. resumen el presente artículo presenta los resultados de un estudio de investigación cualitativa realizado en una institución de educación superior en bogotá, colombia. el estudio tuvo como objetivo examinar las prácticas de planeación de clase de los profesores de inglés de la institución. entre los participantes se incluyeron los mentores a cargo de cada nivel y los profesores que aceptaron ser parte del estudio. los datos se recopilaron a través de dos encuestas en línea y una entrevista semiestructurada; se obtuvieron tres categorías del 1 received: november 1st 2017/ accepted: january 15th 2018 2 lauracb@unisabana.edu.co, luz.hernandez2@unisabana.edu.co socio-cultural awareness in efl gist education and learning research journal. issn 1692-5777. no.15. (july december) 2017. pp. 173-198.. no. 15 (july december, 2017) no. 15 (july december, 2017) 174 análisis de datos las cuales se centran en las etapas de planeación, el impacto de la planeación conjunta en el desempeño de los docentes y el papel de los recursos usados para la planeación de las lecciones. los hallazgos sugieren que la colaboración entre los docentes para la planeación de lecciones les brinda la oportunidad de mejorar sus prácticas además de identificar sus fortalezas y debilidades profesionales. palabras clave: planeación de clase, colaboración docente, desarrollo profesional, recursos de planeación, prácticas de enseñanza. resumo o presente artigo reporta os resultados de um estudo de pesquisa qualitativa desenvolvido em uma instituição de educação superior em bogotá, colômbia. o propósito do estudo é examinar as práticas de planejamento de aula realizadas por professores de inglês no programa de competência da instituição. foram obtidas três categorias da análise de dados, as quais se enfocaram nas etapas de planejamento, o impacto do planejamento coletivo no desempenho dos professores e o papel dos recursos para o planejamento de aula. as descobertas sugerem que o planejamento de aula colaborativa entre os professores os provê com a oportunidade de melhorar suas práticas, e ajuda os participantes a identificar suas fortalezas e debilidades profissionais. palavras chave: planejamento de aula, colaboração docente, desenvolvimento profissional, recursos de planejamento, práticas de ensino. lesson co-planning; efforts and success carreño no. 15 (july december, 2017) no. 15 (july december, 2017) 175 introduction lesson planning is a demanding task that language teachers embark on every day. for this reason, the question as to whether this task should be done individually or in teams, has puzzled the teaching staff of the languages department (ld) at a higher education institution for quite a long time. but, why is it that english teachers, find it difficult to plan their lessons and are constantly re-thinking their practices? authors such as richards and bohlke (2011) argue that: language teaching is not only a field of practical activity but also a discipline that draws on a considerable body of knowledge and practice. there are long traditions of theory, research, and practical experience to support contemporary approaches to language teaching (p. 3). lesson planning is an essential component of teaching. independently from what is taught, lesson planning gives teachers a ‘route map’ which guides their actions in the classroom. harmer (2001) highlights that “planning helps, then, because it allows teachers to think about where they’re going and gives them time to have ideas for tomorrow’s and next week’s lessons” (p. 21). however, lesson planning is not an easy task. there are many factors such as students’ specific needs, time allotment, equipment or resources needed and possible problems; among others, that have specific roles in the planner teachers write for every single lesson; lesson planning is not only about listing a series of activities that provide teachers with ideas on how to develop a session. the proficiency program offered by the ld has devoted more than 20 years to finding suitable language teaching methodologies and to improving teaching practices that help university students reach the language level they need. these efforts are made not only for students to comply with requirements set by their faculties, but also to have access to better work and study opportunities once they graduate. the program has specific parameters which teachers should bear in mind while teaching their classes; and, for teachers to get familiar with those parameters, the ld offers continuous training and a mentoring system that supports teachers all along the semester. in this system, mentors are teachers who coordinate all the administrative details related to the correct functioning of the level they are in charge of. they also provide teachers with lesson-planning and evaluation items and support both, teachers and students whenever issues arise. given that mentors provide weekly lesson-planning, each teacher is assigned with two weeks a semester to help mentors enhance lesson co-planning; efforts and success carreño no. 15 (july december, 2017) no. 15 (july december, 2017) 176 or create class planners. for this task, teachers and mentors use the textbook and the planner used in the previous semester as a way to guide the planning to be done for the current semester. planning is supposed to be done as a team, this means, teachers and mentors are not supposed to just split sections and decide who is in charge of each component and then put everything together; however, because of time constraints, this is what used to happen before a co-planning strategy started to be implemented. the co-planning strategy proposes that teachers and mentors come together to analyze the resources available, evaluate how useful they were in the previous semester (in case they have already taught the level) and sit down together to brainstorm new ideas. they also need to consider the current needs of the level to come up with an improved final class-planner which would be the result of joint efforts made by the mentor and the teacher in charge of the weekly co-planning. as stated by smith and scott (1990), “collaboration depends inherently on the voluntary effort of professional educators to improve their schools and their own teaching through teamwork” (p.2). this is the main intention of having ld teachers planning together, since they are the ones who are using the planners, they are the ones who know what works best and how their practices can get better every semester. literature review lesson planning & planning resources planning lessons might be a matter of personal choice for teachers; but, is lesson planning a relevant component for students’ academic success? even the most experienced teachers might consider important to have a general idea on what the objectives and outcomes of a lesson might be. a lesson plan should not become a straitjacket that forces teachers to strictly follow the plan; on the opposite, teachers must be ready to adapt their teaching to the conditions and demands of the lesson. there are many factors that could prevent teachers from strictly following the plan they had, factors such as “equipment not working, bored students, students who have done things before, students who need to ask unexpected questions or who want or need to pursue unexpected pathways, etc.” (harmer, 2001, p. 121). therefore, teachers cannot be expected to follow the plan and stick to it even if they notice that something might not be going as it was planned. lesson co-planning; efforts and success carreño no. 15 (july december, 2017) no. 15 (july december, 2017) 177 lesson planning does not only benefit teachers. students are able to notice when a lesson has been planned; they can realize when teachers know where they are going and the time they have devoted to planning the lesson. in the end, as stated by woodward (2001), “the students we work with are the real reason for the whole learning/ teaching encounter” (p. 16). therefore, we cannot ignore the fact that our students will definitely be the first to judge the quality, effectiveness and efficacy of the lesson we plan, and then, execute. it is also important to consider the role of lesson-planning resources. teachers and mentors in the ld use three main resources when planning their lessons: the course syllabus, the course textbook and the planning format. of course, there are other resources included (ict, worksheets, etc.), but these are the core elements that guide teachers every week. in the case of the syllabus, it presents the general content that students in the level should learn and an exit profile that describes the abilities that students should count on by the end of the course. in addition, the course syllabus includes the description of the project tasks that students must carry out along the semester to complete the final product (group work). the course syllabus is available for all students and in general, for all the academic community of the university to have an idea of what the course offers. ur (2009) asserts that “underlying this characteristic is the principle of accountability: the composers of the syllabus are answerable to their target audience for the quality of their document” (p. 177). the author (ur, 2009) also suggests that a syllabus should at least contain “content items (words, structures, topics), process items (tasks, methods), also; it should be ordered (easy, more essential items first), have explicit objectives (usually expressed in the introduction)”. this certainly aligns to what is stated as the philosophy of the ld for language teaching and learning. (ur, 2009) adds that a syllabus is a “public document that may indicate a time schedule, a preferred methodology or approach, and may recommend materials”. for the ld, the syllabus plays a crucial role for class planning. it lets teachers know about the grammar structures, vocabulary and book units that must be covered in each term. without a syllabus, it would be impossible to keep track of students expected outcomes. besides, the syllabus shows the progress of students in alignment with the common european framework (cef). in the same manner, the syllabus aligns to the type of teaching methodology that the ld takes as the basis for its proficiency program. in regards to this matter, saraswati (2004) states lesson co-planning; efforts and success carreño no. 15 (july december, 2017) no. 15 (july december, 2017) 178 that “it is impossible to think of any course of study which has no prespecified syllabus or curriculum. in fact, syllabuses play a significant role in pedagogy.” (p. 45). another important resource is the textbook used in each level. usually a single textbook is used for 2 levels; it means that if the textbook has ten units, then each level covers half of the book. this is done with the purpose of allotting a pertinent amount of time to studying each of the units in the book. textbooks for the ld are not the core component of the course, therefore, as ur (2009) suggests, they are used “selectively, not necessarily in sequence, and they are extensively supplemented by other materials” (p.183). many professionals in the language teaching field find themselves having mixed feelings regarding the use of textbooks for their courses. among the positive aspects that a textbook can offer to language teaching are: clear framework, ready-made tasks, economy, guidance, and autonomy. however, there are also negative aspects such as inadequacy, limitation, variety of levels of ability and knowledge, and over-easiness (ur, 2009). all of these factors have been considered by the ld and given that it has not been possible to find a ‘perfect’ textbook that adapts to all the requirements of the program, the ld has opted for using the textbook as a complementary resource, which guides students’ autonomous work and which also, serves as practice material during the class. accordingly, teachers adapt the activities offered by the textbook to adjust the level of difficulty, the type of task they want students to work on, etc. teachers’ mentoring & team work mentoring and team work have become core aspects of the proficiency program at the ld. ever since the beginning of the program, the ld has considered it important to count on academic coordinators (now level mentors) who can be visible heads in each level. of course, the program has a general director who supervises all the details regarding the correct academic and logistic functioning of the program itself. mentoring contributes to the improvement of several aspects of the program, and especially to teachers’ professional development in terms of the implementation of new teaching strategies, evaluation of such strategies, reflection upon teaching practices and experiences and identification of professional assets and shortcomings (diaz-maggioli, 2004). lesson co-planning; efforts and success carreño no. 15 (july december, 2017) no. 15 (july december, 2017) 179 accordingly, level mentors do have a supervising’ role in terms of operational matters, but most of all in terms of academic matters. level mentors are supposed to be familiarized with the core aspects of the program to guide the team of teachers in his/her level. but learning how to teach is not a one-way road in this institution; by mentoring, level mentors also learn from their colleagues who might even be more experienced professionals who just happen to be devoted exclusively to teaching at the moment. however, mentoring is not an easy task and it may lead to controversy or disagreement at times, diaz-maggioli argues that “because mentor as well as mentee must scrutinize and reflect on one another´s attitudes, beliefs and behaviors while simultaneously building trust and respect, the process can be difficult to many” (p. 48, 2004). randall and thornton (2005) cite varied definitions regarding the word ‘mentor’. among these definitions, it is mentioned that mentors are people who should be either older or more experienced, but it is not the case of the ld. mentors are people who have demonstrated enough skills as to be able to perform the tasks expected from them, either academic or operational. for the ld, mentors should be people who “advise younger or newer colleagues” (smith & west-burnham, 1993, p.8) and people who “support, facilitate and coach new teachers” (earley & kinder, 1994, p.79). for this mentor-teacher relationship to work, it is crucial, that the atmosphere created be a warm, welcoming one. mentors in the ld are the ones who guide teachers all along the semester, and teachers plan lessons along with mentors on a bi-weekly basis; therefore, communication and closeness play a key role in the success of the whole process. randall and thornton (2005) exemplify how for many institutions this system has been a successful one. in this regard, they highlight: heads of departments and directors of studies generally work with their teachers as “teams” i.e. they operate as a group to provide lessons and often teach alongside the colleagues that they supervise. thus, there tends to be an atmosphere of shared responsibility for getting a task done (i.e. teaching) in which there is generally not a great distance between the manager and the worker” (p. 18) shared responsibility for the ld is core to the process. teachers and mentors are in charge not only of lesson planning, but also of all the duties that are part of a successful teaching-learning experience. teachers and mentors also design and validate evaluation items, solve lesson co-planning; efforts and success carreño no. 15 (july december, 2017) no. 15 (july december, 2017) 180 students’ inquiries and face any kind of difficulty that might arise along the road. this is the main reason why the ld is concerned about motivating its team members to create and maintain a comfortable and rewarding working atmosphere. in this sense, the ld has also thought of providing teachers with constant support and professional development opportunities, and as part of this process, class observation is conducted and conceived as a moment of self-evaluation and reflection regarding teaching practices. the class-observation process should then benefit all the professionals involved, as argued by randall and thornton (2005): the very act of observing and offering advice should benefit not only the one being observed but also the one observing. being able to discuss lessons with young peers in a non-judgmental and open forum is seen as an essential step along the road to being an autonomous and reflective practitioner”. (p. 20) although the class-observation process entails a high level of formality and teachers might feel that their weaknesses and flaws are put on the spot, the ld uses this process as a way to enhance the quality of the proficiency program offered to students and as an opportunity to encourage teachers to become better professionals. the ld counts on specific items assessed in each class-observation, which are included in a checklist that is presented to teachers at the beginning of the semester. in this way, teachers are expected to become familiar with the aspects to be taken into account when their classes are visited. a checklist contains a list of different features of a lesson, which you complete while observing a lesson. checklists provide a clear focus for observation; however, they can only be used for certain aspects of a lesson, such as features that are easy to count. there are several published checklists; alternatively, you and your cooperating teacher can develop your own checklists (richards and farrell, 2011, p. 94). once teachers have been observed, both the observer and the teacher complete reflection formats and later they meet and discuss the class observed; their conversation should be surrounded by an atmosphere of confidence and respect. this is an opportunity for the teacher to reflect about his/her teaching practices and experience; and for the observer to provide feedback on the positive and negative aspects of the lesson as well as to see if there is progress in case the teacher has been previously observed. it is crucial to highlight that although class observation is a formal process and all teachers are observed at different stages, the ld does not rely on this process only when assessing a teacher’s performance. lesson co-planning; efforts and success carreño no. 15 (july december, 2017) no. 15 (july december, 2017) 181 for the ld, teachers are integral professionals who perform a variety of tasks that are taken into account when making decisions. the ld teaching staff has a low turnover, and is increased by few teachers (3-4) every semester in response to the continuous growth of student population at the university. methodology research design as stated above, the main intention of the present study is to describe the implementation process of a planning strategy that was intended to help both teachers and students to reach their goals. in order to illustrate how the strategy was planned, implemented and then analyzed, a basic qualitative study (merriam, 1998) was designed. according to merriam (1998), a basic qualitative research study is conducted in order to understand “how people interpret their experiences, how they construct their worlds and what meaning they attribute to their experiences” (p. 23). for this study, the researchers intended to find out what the experiences of co-planning language lessons had been like for teachers at the ld. interpreting teachers’ perceptions regarding co-planning was of great importance given that such strategy was implemented thanks to a previous diagnosis in which teachers were asked regarding their preferences when planning their lessons. therefore, it was necessary to evaluate how useful the strategy was for teachers and for the program itself to take actions, either to continue improving the strategy or to rethink the way it had been implemented. context and participants the present study took place at a higher education institution in colombia, south america. the study was conducted at the languages department with the english proficiency program. the english proficiency program is one of high importance given that the university has specific requirements regarding the language level students must have to be able to graduate. to fulfill the language requirements, students must pass all the levels of the program and must take an international exam (toefl, ielts, and fce) that certifies their language proficiency. for years, the ld has made big efforts to offer students a high-quality program that can prepare them to use the target lesson co-planning; efforts and success carreño no. 15 (july december, 2017) no. 15 (july december, 2017) 182 language in different contexts; preparation of students for international tests is only one of the objectives of the program. as stated by benson and nunan (2005), “effective learners not only develop a high degree of autonomy but the development of autonomy is associated with a view of language as a tool for communication rather than as a subject to be studied in the same way as other school subjects” (p. 28). initially, 13 teachers and mentors were selected and invited to participate in the study in order to answer a survey and respond to an interview that intended to find out their co-planning experiences and insights. the teachers and mentors were selected following the criteria underlying purposeful sampling (patton, 2002); “purposeful sampling is about selecting information-rich cases to study, cases that by their nature and substance will illuminate the inquiry question being investigated” (p. 265). the sample of teachers and mentors was chosen taking into account the time they had worked with the ld, that is to say, participants who had been able to experience both the previous planning methodology (mentor in charge of class-planners), and the new co-planning strategy implemented (mentor-teacher every week). in total, 5 teachers and 5 mentors answered the survey. 7 out of 10 participants have a master’s degree in areas such as education, linguistics, and learning environments, among others. the other 3 participants have a bachelor’s degree in languages. on average, the participants have worked with the ld between 1.5 and 4.5 years. this fulfills the most important requirement established to participate in the study. the levels teachers and mentors have taught are not relevant given that all levels must follow the same guidelines for lesson planning and evaluation. this in accordance with what patton (2002) described as credibility concerns which deal with the necessity of finding “the kind of arguments that will lend credibility to the study as well as the kind of arguments that might be used to attack the findings” (p. 308). data collection procedures and instruments for this particular study, data were collected from two surveys and one semi-structured interview conducted with the participants who were a mix of the mentors in charge of each level and the teachers who agreed on being part of the study at the end of the semester 2016-1. the first survey was conducted right after the strategy had been implemented for the first time. in this survey, teachers and mentors shared their views on how this new strategy had worked for them and the differences (if any) they had perceived. lesson co-planning; efforts and success carreño no. 15 (july december, 2017) no. 15 (july december, 2017) 183 in a preliminary phase of the study, a survey was conducted to ask teachers and mentors what their roles during the first stage of the implementation had been. in previous semesters, only mentors were in charge of structuring weekly planners for each of the levels, that is to say, mentors planned by using the textbook suggested and the planners from previous semesters; then, planners were shared with the teaching staff in charge of carrying out the activities suggested in the planner. based on the results of the first survey conducted, it was decided that some changes needed to be included in the structure of the strategy and the class planning methodology. in the analysis of the first survey some teachers claimed that they did not feel comfortable by receiving and following a lesson plan designed by one person (the mentor in charge of the level). this feeling was caused by the fact that they constantly saw themselves in the need to adapt and, in some cases change the different activities proposed by the mentor. teachers argued that at times, they did not feel comfortable developing the activities suggested, simply because they considered the activities proposed in the planner did not help their students accomplish the objectives established. in a second stage, and to find out teachers and mentors’ perceptions regarding the co-planning strategy which had already been implemented for over 3 semesters by that time, a survey was designed. as stated by seliger and shohamy (1989), surveys offer several advantages such as anonymity of the participants, which allows for more honest responses regarding the phenomenon under study; also as surveys are responded by participants on their own, the time allotted for data collection reduces, which results in a more efficient data collection process. separate surveys were shared with the participants given their roles in the program; however, the questions had very similar intentions regarding the type of information being collected. the survey had 3 main sections: 1. background information, 2. co-planning experience and perceptions, and 3. teachers and mentors’ roles. the first section asked the participants to provide very specific information regarding their academic background and degrees obtained. the second section asked the participants to describe the co-planning process they had followed in their particular levels; the aim was to identify differences even though all the levels were supposed to follow the same procedures for class-planning. the third section of the survey asked teachers and mentors to portray the strengths and weaknesses they had found along the process; this was done to identify successful aspects and possible lesson co-planning; efforts and success carreño no. 15 (july december, 2017) no. 15 (july december, 2017) 184 areas of improvement in the future implementation of the strategy. in the next section, teachers and mentors described the roles they had performed along the process, to know how they saw themselves, as they were active participants of the different stages of the process. finally, the participants were asked to express their feelings regarding the strategy, more specifically, to say how they felt while being part of the implementation and their preferences regarding the continuation of the strategy. to gather complementary data to that collected from the survey, a round of semi-structured interviews was planned with the 11 individuals who accepted the invitation to participate in this second phase of data collection. the use of semi-structured interviews is usually highly informative due to the nature of the instrument. “the researcher develops an interview protocol that includes a list of questions or topics to be addressed in the interviews with all participants (…) it helps guide the collection of data in a systematic and focused manner” (lodico et al., 2010, p. 301). although an interview protocol was written, each interview varied according to the insights provided by each participant. what is most interesting about this instrument is that it is an opportunity to discover unexpected perceptions that emerge from participants’ spontaneous views. regarding semi structured interviews, zohrabi (2013) highlights that: this type of interview is flexible and allows the interviewee to provide more information than the other ones. this form of interview is neither too rigid nor too open. it is a moderate form in which a great amount of data can be elicited from the interviewee (p. 255). the interview conducted was a great opportunity for teachers to open themselves, they were able to contribute to the improvement of a process that had been implemented for over a year and a half, and which had brought a great deal of advantages that had remained unexplored and which emerged from what teachers could share by using this data collection instrument. by using semi-structured interviews, it was possible not only to broaden the views collected in the survey but also to empower the participants by showing them how valuable their views were since they were the ones who were actually present in all the stages of the implementation of the strategy. lesson co-planning; efforts and success carreño no. 15 (july december, 2017) no. 15 (july december, 2017) 185 all data were analyzed under the parameters of the grounded theory approach, which allows researchers to go from specific characteristics to more general features that are then grouped to find commonalities that portray the nature of the data collected. charmaz (2006) asserts that “grounded theory coding consists of at least two phases: initial and focused coding; during initial coding, we study fragments of data – words, lines, segments, and incidents – closely for their analytic import” (p. 42). this method was chosen given that it allowed the researchers to explore data and start identifying repetitive features that were used to understand the phenomenon of study. results and discussion during the data analysis process, several aspects regarding the co-planning strategy experienced by mentors and teachers emerged. in figure 1 below, a display of the categories that resulted from the data analysis carried out is shown. figure 1. categories and sub-categories in this study, the data analysis process was carried out taking into account the parameters suggested by creswell (2009), who mentions how in grounded theory “there are systematic steps which involve generating categories of information (open coding), selecting one of the categories and positioning it within a theoretical model (axial coding), and then explicating a story from the interconnection of these categories (selective coding)”. (p. 184). bearing this in mind, the researchers opted for a systematic analysis that aimed to identify repetitive patterns of information that showed participants’ views and insights regarding the focus of the study. the categories shown before are the result of the patterns that predominated in the data analysis and that focused on several aspects that were key for a thorough comprehension of the co-planning phenomenon in the particular context where the study took place. lesson co-planning; efforts and success carreño no. 15 (july december, 2017) no. 15 (july december, 2017) 186 during the analysis process, each of the researchers analyzed specific portions of information and then gathered the patterns obtained to compare and merge the resulting codes. however, it was revealing to see that the patterns identified by each of the researchers coincided and it was more a matter of agreeing on the names of the codes to be used to label data. each of the stages suggested by the grounded theory approach was followed and as a result, 3 categories and 11 sub categories were obtained. category 1: following steps: the path to a successful co-planning experience: figure 2: category 1 the first category is called “following steps: the path to a successful co-planning experience”, this category is devoted to the analysis of teachers and mentors’ perceptions regarding the co-planning strategy, its advantages and disadvantages. in this category, it was identified that the co-planning strategy was divided into 3 main stages that made-up the whole process: a pre-planning, a while planning, and a post-planning stage. during the ‘pre-planning’ stage teachers had to think of the necessary components to create a planner that could fulfill the needs of the level, and which helped teachers and students reach the objectives proposed in the course syllabus. for this ‘pre-planning’ stage, teachers were aware of how important it was to follow certain steps that led to a successful coplanning experience. first, level mentors were supposed to share the planner used during the previous semester; in some cases, the planner used coincided lesson co-planning; efforts and success carreño no. 15 (july december, 2017) no. 15 (july december, 2017) 187 with the week and topic to be covered in the current semester. this step was meant to help teachers and mentors know what had been done and to avoid starting from scratch; however, it was expected that teachers would propose new activities and look for new resources that could contribute to an enhanced and more efficient version of the classplanner. most of the teachers who work with the ld have been teaching at the institution for quite some time and are familiar with the levels and the methodology used. therefore, if teachers had already taught the level assigned, that stage became a great opportunity for them to re-structure their teaching and evaluate how efficient their practices had been in the previous semester and from that, improve the lesson structure, the resources used or any other aspect that they considered needed an intervention to suit their current course and students’ needs. the second stage, the ‘while-planning stage’ is about the logistics teachers and mentors went through for actually sitting down and planning their lessons. in this stage, the principal factor to be taken into account was time management. for teachers and mentors, it was difficult to find the time to meet and devote to lesson-planning; therefore, finding strategies such as sharing class-planners in advance (pre-planning) and thinking of what went well and what went wrong in previous semesters was a mandatory step to save time and make the process more efficient. one of the most important aspects to consider was how students had perceived the activities and resources proposed. although it was quite challenging to attempt to satisfy all of the students’ preferences with the activities and resources proposed, teachers and mentors always tried to choose activities and resources that could appeal to the target ages and social conditions of the students in each level and to the trends found in society nowadays. time management was also a crucial factor when teachers and mentors met to discuss and agree on the activities and resources that were going to be included in the final planner. in most cases, teachers and mentors could actually meet for 1 or 2 hours at the most; so, time had to be fully taken advantage of to achieve the main goal. during those meetings, time was mainly devoted to making suggestions and reaching consensus based on the analysis of previous planners and on the selection of the new activities and the resources that teachers and mentors would propose for inclusion in the new version. for some mentors, it was hard to deal with the fact that teachers had innovative ideas and that it was absolutely necessary to open space for their ideas to refresh class-planning given that teachers usually have more groups than mentors and have a wider perspective regarding students’ needs. lesson co-planning; efforts and success carreño no. 15 (july december, 2017) no. 15 (july december, 2017) 188 during the second stage, it was possible to identify that the coplanning strategy was not only a way to enhance class-planners, but also a way to actually get to know teachers in terms of their strengths and weaknesses. for teachers who had been working at the ld for some time, it was easier to understand the nature of the strategy and adapt to it; for new teachers, it was harder to adapt. however, as teachers were expected to plan two weeks in the semester, it was easier for them to plan the second week assigned, once they had become more familiar with process. i have found the two profiles, teachers who already know how we work and come to the meetings with some proposals and we both agree in regards to class-planning and resources. with some new teachers, the co-planning process was more about explaining to them how it worked and showing them what a class was like, how we do classes, what we focus on, what kind of activities we use, etc. interview 1. june 21st, 2016. participant 3. in this interview extract, one of the participants highlights how teachers’ profiles influence the process and how mentors adapt to the kinds of teachers that compose the team. it is necessary for mentors to be aware of the roles they need to assume depending on the teacher they are working with every week. figure 3: co-planning process stages implemented at the dcl the third stage was the result of teachers’ suggestions regarding their experience with the co-planning strategy. this is a stage that had not been officially included in the process, but it was suggested by lesson co-planning; efforts and success carreño no. 15 (july december, 2017) no. 15 (july december, 2017) 189 teachers and mentors during the interviews conducted as a necessary step to successfully conclude the process. during the ‘post-planning’ stage, teachers and mentors would have to meet again, after the class-planner has been implemented to evaluate the success of the activities and resources proposed. the purpose of that stage was to optimize the ‘pre-planning’ stage of upcoming semesters, so that either experienced or novice teachers would receive a version of the class-planner that had already been implemented and assessed based on course syllabus objectives and how successful the activities were with students in terms of effectiveness, efficiency and how entertaining and appealing they were. category 2: co-planning as a way to empower teachers: figure 4. category 2 this second category is about how co-planning was not only a strategy to class-planning, but also a path to improve all the aspects concerning the process. including teachers in lesson planning allows institutions to identify strengths and abilities that contribute to the improvement of the program. displaying such characteristics can later become a crucial factor when determining future mentoring roles. regarding this aspect, some teachers see this strategy as an opportunity to learn how to plan and consequently improve their teaching practice. mentors should then be open to suggestions and possible changes that teachers make to class-planning; however, this is not always the case. in an interview extract, one of the participants mentions how discouraging it was for her to see that some of the resources she had suggested for both of the levels she was planning had not been included lesson co-planning; efforts and success carreño no. 15 (july december, 2017) no. 15 (july december, 2017) 190 in the final class-planner. however, she is also aware that her mentor might have made this decision due to specific reasons. maybe, something that happened to me with both mentors, was that searching for suitable activities, videos, etc. was not easy, and at the time of receiving the planner, they did not use the video that i had sent, then one feels a little ... ah ok, it wasn’t taken into account, my time was wasted. but, if we get back to the point, i think they also have a more general vision of the level and teachers and students’ needs, so they know what would be more useful. but, in the end i didn’t use the video suggested by the mentor, so, sometimes it’s more about individual perspectives. interview 1. june 21st, 2016. participant 4 in this extract, the participant tried to put herself in the mentor’s shoes and understand the reasons why mentors sometimes made decisions that might seem unfair to teachers. however, at the end of the extract, she also mentioned that she made a decision regarding the class-planner and omitted one of the resources suggested, which brings up the need for a more personalized class-planner. as mentioned in a previous section, before the implementation of the co-planning strategy, mentors were the only ones in charge of class-planning and teachers were only expected to follow the planners proposed by mentors. in the first survey conducted, it was possible to see that teachers identified the need for including more communicative activities that allowed students to increase their spoken abilities and activities that aimed at increasing the level of interaction among learners. in addition, teachers expressed that the previous lesson planning strategy had not included learning strategies and had not taken different learning styles into consideration. therefore, a co-planning strategy has been implemented as a way to provide solutions to the problems found and to provide teachers with an opportunity to contribute to the program and become more active participants of the process. in some cases, teachers had contradictory points of view that might have arisen when they had to use planners that had not been proposed by them. in the following extract, it is evidenced how the participant highlights advantages and disadvantages of the strategy. i get the planner and i go back and change some things then, i check it and again i go back and i say, yes this is cool but i think this wouldn’t work for this group, i know my students, and, in lesson co-planning; efforts and success carreño no. 15 (july december, 2017) no. 15 (july december, 2017) 191 the end i end up making more changes even at the moment of implementing the planner, of course without changing the essence of the lesson or the topics or anything, but i end up putting other activities or modifying the way they are done, then sometimes i think, i do not know if all that work that other people did is being lost, because sometimes it doesn’t work for me; and, i’m not saying that my activities are the only ones which work for my class, but definitely some activities don’t work for me. there are also super cool activities that i would not have thought of and i say, uh, cool, this is very interesting, i would not have thought of this and it’s nice, it’s cool… interview 1. june 21st, 2016. participant 6. although this teacher mentioned that some activities were replaced according to the needs of the groups, she was also aware that some of the activities were actually very innovative and offered a new perspective on the concepts that were to be taught. the participant also made an analysis regarding the amount of work that the planners required and how this work might have been lost if teachers did not make use of the resources and activities proposed. for this strategy to work, team communication becomes a key factor, mainly because level teams are made out of almost 10 teachers in average, so it would not be efficient to have all of them sit together to receive and discuss the planner. keeping constant communication with all the members of the team through the forum, where lesson plans are uploaded to improve planning practices arises then, as a necessary component of the process. in this way, teachers would suggest activities, resources and successful practices to enrich lesson planning. when listing the advantages of the strategy, it is possible to see that one of the major strengths provided by co-planning was that ideas, resources and activities would vary and contribute to more dynamic lessons that fulfill learners’ needs and which tackle several learning styles. what is more, by co-planning, teachers’ sense of belonging and commitment to the program increases, given that they are now in charge of the most important step for the success of the whole program. this also contributes to the knowledge that teachers have regarding the philosophy underlying the institution’s program. lesson co-planning; efforts and success carreño no. 15 (july december, 2017) no. 15 (july december, 2017) 192 category 3: the co-planning resources: figure 5. category 3 for this category, the examined aspects were the role of the planner format used, the textbook and the course syllabus. the main reason to analyze these aspects was that teachers and mentors are demanded to follow the course syllabus to ensure the standardization of the procedures to be carried out by teachers in terms of course content, project implementation and evaluation criteria. the textbooks used in the program are selected based on the approach to language teaching adopted by the institution (task-based learning). in the planner format, the co-planning team is requested to complete specific sections that go hand in hand with the approach previously mentioned. in this sense, the ld provides teachers with a fixed format that contains specific sections (warm up, introduction, practice, application and independent work) that guide lesson-planning and in which the co-planning team records the objectives of the lesson, the learning strategies to be used, the skills to be reinforced, the activities suggested, the resources needed and the time allotted among others. lesson co-planning; efforts and success carreño no. 15 (july december, 2017) no. 15 (july december, 2017) 193 figure 6. planner format the data collected evidenced that the planner format was quite clear for teachers so they had no problem to understand the purpose of the planner. teachers highlighted how the planner helped them to create a cohesive lesson since the sections suggested easily connect to each other. teachers claimed not to have trouble when reading the planners, even if they were not part of the weekly co-planning team. among the disadvantages mentioned by the participants of the study was the fact that not all lessons need all the sections specified in the planner, so teachers suggest that, according to the lesson, the sections can be modified or omitted; sometimes, the sections were completed with unnecessary content just because they were in the format. another aspect that emerged was that the descriptions of the activities included were sometimes too long and unnecessary information was included, and this, instead of helping teachers understand the lesson, made it harder to actually see the purpose of the activities. what happens is that, there are certain activities that do need a description, for example, a game, then, i can look at the photocopy where the game is, but if for me it is still not clear, then, i can look at the planner. but, if the activity is in the teacher’s book, it has the game or the exercises and those already have an explanation, so i just take a look at the book and that’s it. i would say that it depends on the activities; there are others that just need to be mentioned and you already know what to lesson co-planning; efforts and success carreño no. 15 (july december, 2017) no. 15 (july december, 2017) 194 do. certain activities require a full description and, at the same time we can use them with students, so, sometimes it is quite useful. interview 1. june 21st, 2016. participant 1. for this teacher, it was evidently unnecessary to include such detailed descriptions in the planner, because in most cases, they are experienced teachers who have taught the same level and who know the activities (if they have been used in previous semesters). therefore, it would be better to mention the activities and let teachers look for further instructions (teacher’s book, photocopiable material, etc.) if necessary. for teachers, the role of the syllabus and course books goes hand in hand with the planner format. in the weekly planner, the planning team should always include the components of these two resources that are necessary for the achievement of the goals established for the week. as mentioned in the review of literature, the ld has made great efforts to find textbooks that respond to the demands of the program regarding aspects such as an appropriate methodology, fun and challenging tasks, topics which incentivize students’ communicative production, and critical thinking skills. the textbooks should also include extra material that can scaffold students’ learning and that can lead them towards the achievement of the objectives set. conclusions all along the document many arguments in favor of the mentoring and co-planning strategies have been presented. there are several benefits and advantages that this strategy can offer to any institution interested in the improvement of the processes involved in the language teaching experience. the advantages mentioned along the documents are not only concerning institutional matters. the participants of this strategy at the ld highlighted various positive aspects regarding this implementation and expressed the reasons why they considered this was an effective and efficient methodology to lesson-planning. co-planning opens the door to many possibilities, for instance, teachers highlight how co-planning allows them to have access to a variety of activities and resources that they would not be able to think of on their own; as a result, classes can become much more interesting and motivating for students. additionally, having different perspectives integrated in the class-planner is a lot more inclusive than having one person in charge of the planner. teachers then, feel more empowered, comfortable and at ease with the activities and resources proposed; thanks to the inclusion lesson co-planning; efforts and success carreño no. 15 (july december, 2017) no. 15 (july december, 2017) 195 of other team members in class-planning, a wider view of students’ needs is included. regarding mentoring, the study revealed that it is not only a matter of class-planning; the ld conceives mentoring as a key factor in the success of the whole program. when talking about co-planning and teachers’ mentoring, it should be highlighted that the person who is in charge of mentoring his/her colleagues should be aware that teachers will turn to them in case of a doubt or a difficulty. however, mentors are also required to be careful when dealing with requests and suggestions made by teachers; not all of the suggestions or requests can be solved or included, so mentors should be knowledgeable professionals who count on arguments and criteria to make decisions in the level assigned. in this regard, communication between team members (mentors and teachers) should be optimized to increase the quality of the process. teachers argued along the data collection process that they sometimes felt that mentors had some difficulty accepting suggestions and comments. however, it is also important to take into account that level mentors have a much more global vision of the process given that they possess much more information about the good and bad aspects going on in the level. it is crucial that teachers and mentors are willing to negotiate and contribute to students’ success. it should be considered that all the efforts made by the ld have a principle that revolves around students’ well-being in all senses, which makes us more concerned about the high impact of teaching practices on students. in this context, the mentor is the one who monitors, guides and accompanies the process, therefore, teachers are also students’ mentors. lesson co-planning; efforts and success carreño no. 15 (july december, 2017) no. 15 (july december, 2017) 196 references benson, p., & nunan, d. (2005). learners’ stories: difference and diversity in language learning. cambridge: cambridge language teaching library. charmaz, k. (2006). constructing grounded theory. thousand oaks, ca: sage. creswell, j. w. (2009). research design: qualitative, quantitative and mixed approaches (3rd edition). thousand oaks, ca: sage. diaz-maggioli, g. (2004). teacher centered, professional development. alexandria, va: association for supervision and curriculum development (ascd). earley, p. & kinder, k. (1994) initiation rights. effective induction practices for new teachers. slough: national foundation for educational research. harmer, j. (2001) the practice of english language teaching. essex: pearson education. lodico, m. g., spaulding, d. t., & voegtle, k. h. (2010). methods in educational research: from theory to practice (laureate education, inc., custom ed.). san francisco: john wiley & sons. merriam. s. b. 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(2005). advising and supporting teachers. cambridge: cambridge university press. lesson co-planning; efforts and success carreño no. 15 (july december, 2017) no. 15 (july december, 2017) 197 richards j. c. & bohlke, d. (2011). creating effective language lessons. retrieved from http://www.cambridge.org/other_files/ downloads/esl/fourcorners/pedagogical_books/creating-effectivelanguage-lessons-combined.pdf richards, j., & farrell, t. (2011). practice teaching: a reflective approach. cambridge: cambridge university press. doi:10.1017/ cbo9781139151535 smith, p.; west-burnham, j. (1993). mentoring in the effective school. harlow: pearson education. ur, p. (2009). a course in language teaching: practice and theory. 176-177. https://doi.org/http://dx.doi.org/10.1017/cbo9780511732928.011 woodward, t. (2001). planning lessons and courses. cambridge: cambridge university press. zohrabi, m. (2013). mixed method research: instruments, validity, reliability and reporting findings. theory and practice in language studies, 3, 254-262. http://dx.doi.org/10.4304/tpls.3.2.254-262 lesson co-planning; efforts and success carreño no. 15 (july december, 2017) no. 15 (july december, 2017) 198 authors* laura carreño bolívar holds a ba in modern languages and a master’s degree in applied linguistics to tefl from universidad distrital francisco josé de caldas (bogotá, colombia). she has been an english teacher for over twelve years in different higher education institutions holding numerous positions. laura has been a speaker in numerous national and international academic events and has also led teacher-training projects. her research interests include teachers´ professional development, intercultural competences and clil. luz stella hernandez ortiz studied modern languages at universidad industrial de santander and holds a master’s degree in education with emphasis on english didactics from universidad externado de colombia. she has worked in the teaching field for about 20 years and she is currently working at universidad de la sabana as a teacher and academic programs director of the department of foreign languages and cultures. lesson co-planning; efforts and success no. 15 (july december, 2017) no. 15 (july december, 2017) awakening sociocultural realities in pre-service teachers through a pedagogy of multiliteracies1 despertar las realidades socioculturales en los profesores en formación a través de una pedagogía de las multiliteracidades angela yicely castro garcés2* universidad del cauca, colombia 1 received: april 14th 2020 /accepted: may 14th 2021 2 aycastro@unicauca.edu.co gist education and learning research journal. issn 1692-5777. no. 22 (january june, 2021). pp. 173-197. demotivation in efl students’ pariticipation 174 no. 22 abstract language learning that is grounded on learners’ sociocultural realities promises to be a meaningful experience they are likely to treasure when it comes to grappling with practical day-to-day matters. this article reports on a research study aimed at fostering socioculturally constructed language learning in a group of pre-service english teachers. this is a qualitative case study, grounded in a social constructivist paradigm, which draws on a pedagogy of multiliteracies through the knowledge process and the concept of design (cope & kalantzis, 2009) to embrace diverse modes of communication and to expand learners’ possibilities of engagement with text and the social and cultural world around them. the findings indicate that while learners are provided with opportunities to explore, reflect and co-construct socioculturally driven knowledge, they are involved in a meaning-making experience that allows them to make sense of the language they are learning. in this way, participants embraced diversity and gained sociocultural understandings by engaging in a pedagogy of multiliteracies. keywords: sociocultural realities, pedagogy of multiliteracies, pre-service teachers, language learning, design resumen el aprendizaje de una lengua basado en las realidades socioculturales de los educandos promete ser una experiencia significativa que han de atesorar cuando traten de resolver asuntos prácticos de la vida diaria. este artículo reporta una investigación cuyo objetivo fue fomentar el aprendizaje de una lengua construido socioculturalmente en un grupo de profesores de inglés en formación. este es un estudio de caso cualitativo apoyado en el paradigma constructivista social, el cual toma como base la pedagogía de las multiliteracidades a través de los procesos de conocimiento y el concepto de diseño (cope y kalantzis, 2009) para incluir diversos modos de comunicación y ampliar las posibilidades de compromiso de los estudiantes con el texto y el mundo social y cultural que los rodea. los resultados indican que mientras los estudiantes tienen la oportunidad de explorar, reflexionar y co-construir conocimiento promovido socioculturalmente, ellos a la vez se involucran en una experiencia de construcción de significado que les permite dar sentido a la lengua que están aprendiendo. de este modo, los participantes dieron la bienvenida a la diversidad y adquirieron conocimientos socioculturales al involucrarse con una pedagogía de las multiliteracidades. palabras clave: realidades socioculturales, pedagogía de las multiliteracidades, docentes en formación, aprendizaje de lenguas, diseño sociocultural realities in pre-service teachers castro-garcés 175 no. 22 sociocultural realities in pre-service teachers castro-garcés resumo aprender uma língua com base nas realidades socioculturais dos aprendentes promete ser uma experiência significativa a ser valorizada quando se lida com questões práticas da vida quotidiana. este artigo relata uma investigação que visava fomentar a aprendizagem sociocultural de línguas num grupo de professores estagiários de língua inglesa. este é um estudo de caso qualitativo apoiado pelo paradigma construtivista social, que se baseia na pedagogia multiliteracional através de processos de conhecimento e do conceito de design (cope & kalantzis, 2009) para incluir diversos modos de comunicação e expandir as possibilidades de envolvimento dos estudantes com o texto e o mundo social e cultural que os rodeia. os resultados indicam que enquanto os estudantes têm a oportunidade de explorar, refletir e co-construir conhecimentos promovidos socioculturalmente, eles ao mesmo tempo dedicam-se a uma experiência de criação de sentido que lhes permite dar sentido à língua que estão a aprender. desta forma, os participantes acolheram a diversidade e ganharam conhecimentos socioculturais ao envolverem-se com uma pedagogia de multiliteracias. palavras chave: realidades socioculturais, pedagogia do multiliteracia, formação de professores, aprendizagem de línguas, design 176 no. 22 introduction s ociocultural views of literacy ingrained in meaning constructed in social practice (street, 2013) have expanded the monolingual, monocultural (cope & kalantzis, 2000) view of reading and writing, favoring a multiplicity of discourses and welcoming diverse modes of communication. the foreign language classroom has also been viewed as a space beyond verbocentricity (alvarez valencia, 2016; kress, 2000), in which multiliteracy (ml) practices (cope & kalantzis, 2009; the new london group (nlg), 1996) are to be welcomed. language is thus approached not as the ultimate goal, but as a means for building relationships and making meaning out of experiences lived inside and outside the classroom. technology and the new communication landscape have opened avenues for new literacies (gee, 1996; knobel & lankshear, 2007; perry, 2012). these new ways of acting in the world and with the world have reconceptualized what literacy practices are, how they interact and intersect in social events, requiring a different type of engagement with text or, as nlg (1996) posits it, a ml practice. a ml perspective implies a pedagogical approach to literacy (nlg, 1996) that brings possibilities for more inclusive, cultural, linguistic, communicative, and technological diversity in the classroom. the main contribution of this study is to take on a pedagogy of ml that helps awaken sociocultural realities in pre-service english teachers (pts). this is done through the knowledge process, by means of which they will experience, conceptualize, analyze and apply knowledge gained, at the same time that they are able to use available designs and redesign (cope & kalantzis, 2009) based on their meaning making experiences. the studies reviewed in the area of ml (cope & kalantzis, 2000, 2009; kalantzis & cope, 2004, 2008; nlg, 1996) help in the conceptualization to favor language learning that is context-sensitive (kumaravadivelu, 2001), makes meaning through various modes of communication (kress, 2010), goes beyond print literacy, and considers diverse semiotic systems (cope & kalantzis, 2009; o’rourke, 2015; perry, 2012). this qualitative case study (merriam, 2009), grounded in a social constructivist paradigm (hua, 2016), aims at fostering socioculturally constructed language learning through a pedagogy of ml. this research is developed with a group of fourteen pts to help them build a much more meaningful language learning experience. it attempted to answer the following research question: to what extent does a pedagogy of ml contribute to fostering socioculturally constructed language learning? following, i present studies on literacies and ml, the research design, findings, conclusion and pedagogical implications. sociocultural realities in pre-service teachers castro-garcés 177 no. 22 literacies and multiliteracies so-called literate western societies have for too long insisted on the priority of a particular form of engagement, through a combination of hearing and sight: with the sense of hearing specialized to the sounds of speech, and the sense of sight specialized to the graphic representation of sounds by “letters”, on flat surfaces (kress, 2000). the quote above illustrates a critique to the mere focus on print literacy practices, this is why i consider it a good start for building on the background of literacy. this section attempts to survey the evolution from traditional literacies to multiliteracies, in order to understand and reflect upon the changes undergone by this discipline, and to elucidate its implications for this classroom-driven research. literacy literacy, defined by street (2013) as social practices of reading and writing, has undergone shifts with the advance of technology, the different sociocultural changes of a globalized and globalizing world, and the recognition of the role of different modes of communication in the construction of meaning. nevertheless, its early development was situated between the cognitive (text-level reading comprehension and its linguistic components) and social practices (what readers can do with the texts they approach). street, as an advocate for reading and writing that has a purpose on people’s lives, contrasted autonomous and ideological models of literacy. the autonomous model assumed literacy to be a set of neutral, decontextualized skills that can be applied in any situation. literacy is something that one has or does not have; people are either literate or illiterate, and those who are illiterate are deficient. he also advices on the need to avoid such an autonomous model. the ideological model, on the other side, conceptualizes literacy as a set of practices ground in specific contexts. perry (2012) suggests that “literacy as a situated social practice underpins other theories within the larger umbrella of sociocultural theories on literacy” (p.53). in point of fact, giving context a starring role, recognizing students’ realities and background, as well as listening to their voices is essential for meaningful teaching and learning to take place (ausubel, 1963; kumaravadivelu, 2001, mora, 2011). additionally, barton and hamilton (2000) differentiate between literacy events and literacy practices. they describe events as “observable episodes which arise from practices and are shaped by them” (p. 8); that is, the evidence of people approaching literacy. practices, in contrast, can be rather unobservable, intangible. barton and hamilton (2000) define practices as “the general cultural ways of utilizing written language which people draw upon in their lives. what people do with literacy” (p. 8). thus, how people approach literacy has to do with the practices established, sociocultural realities in pre-service teachers castro-garcés 178 no. 22 including power relationships, access to literacy, and the kind of literacy that is related to a specific system of values. although there may be good in each of the concepts, literacy events and practices are presented as dichotomies in literacy, or extreme forces mediating literacy, which in the pedagogical arena places teachers in a decisionmaking situation because one is usually presented as bad, traditional, non-social and unrecommendable. our pedagogical practice and research in the classroom will need to ponder situated practices in order to mediate between the two edges, which can be rather complementary. as mora (2011) argues, “in order to really understand how literacy beliefs and practices continue evolving, it is not just to conceptualize it from theory or from pedagogy” (p. 3). subsequently, mora (2011) points at the difficulty of using the word literacy and establishing its clear meaning, but argues that one meaning that is commonplace among scholars is: “the transition from traditional canonical views of reading and writing to one where multiple forms of expression, technology, alternative and multicultural text have come into play” (p. 3). this is a view that expands our notion of literacy to an inclusive practice derived from the learners’ needs, which can only be possible through the consideration of their own realities, contexts and life experiences. furthermore, cope and kalantzis (2000) question the fact that “literacy pedagogy has traditionally meant teaching and learning to read and write in page-bound, official, standard forms of the national language” (p. 9); therefore, they “attempt to broaden this understanding of literacy and literacy teaching and learning to include negotiating a multiplicity of discourses” (p. 9). their approach to literacy provides a broader perspective that includes multiple modes of communication for a multisensory experience at the same time that it considers globalism and diversity. they argue that “we are agents of meaning-making, thus it is essential to use a didactic literacy pedagogy that proposes a deeper approach to reading and interpreting meaning; a much more dynamic view of literacy that considers the design of a variety of texts and ways of communicating” (p. 12). accordingly, as the study of literacy has embraced multimodality (mm), it has brought the school and home contexts together, permeating social aspects that traditional literacy did not consider. rowsell and collier (2017) assert that mm “explains communication as a combination of modes of representation and expression within text designs, including visual, print, gestural, dramatic and oral” (p. 313). there have been studies about literacies developed in the national colombian context which urge to develop literacy practices that include local knowledge (sharkey, 2012) and raise awareness on social and educational issues (clavijo, 2000, 2003, 2007; correa, 2010; mora, 2011, 2012, 2014, 2015, 2016; rincon & clavijo, 2016). clavijo (2000) as well as mora (2011) have led the study of literacies, generating in-depth reflection on literacy practices in colombia. in fact, clavijo (2000; 2007) has inquired into the role of literacy at different levels of education, reflecting upon primary school sociocultural realities in pre-service teachers castro-garcés 179 no. 22 students, pre-service, and in-service teachers’ understandings of literacy practices and the need to integrate school subjects to nurture more meaningful literacy practices. her studies extoll school teachers’ work on literacies and how these permeate the school and social contexts, advocating for students’ learning needs and sociocultural realities. likewise, mora (2011) analyzes the evolution of literacy beliefs and practices of teachers and the need to rethink educational practices; reflect upon understanding the concept of literacy, its historical and pedagogical evolution in teachers and students. there is also a call for literacy with a purpose, to reflect upon critical consciousness, ideology in textbooks and to foster agency, including city literacies that transform individuals through reflection and advocacy (mora, 2014, 2015, 2016). rincon and clavijo (2016) implemented community based pedagogies as a way to bring literacies closer to students’ local realities. they affirm that “the inquiry that students did in their communities unfolded a wide variety of multimodal ways to represent their findings” (p.77), which allowed for meaningful and more context-based language learning. similarly, sharkey (2012) discusses teachers’ reflection about local realities as a must, in times of educational reforms. she views “language and literacy as situated, cultural practices” (p. 11), thus aligned to students’ sociocultural realities, voiced through literacy practices (rincon & clavijo, 2016). literacy can be viewed as the door through which knowledge, critical thinking, and interpretation of reality is possible if we wish our students to become more intercultural, propositive and reflective citizens. in my view, literacy has to serve a social and reflective purpose inside and outside the classroom. it is not merely about decoding words to ‘understand’ a text meaning, but it is about using that text to solve real-life situations. multiliteracies ml is a pedagogical approach to literacy developed by the nlg in 1996, which aims to make classroom teaching more inclusive of cultural, linguistic, communicative, and technological diversity. the nlg used the word ml under two important premises: “the multiplicity of communication channels and media, and the increasing salience of cultural and linguistic diversity” (cope & kalantzis, 2000, p. 5). the goal was to find alternative ways in which literacy pedagogy could fit the changing contexts and realities of today’s learners through empowerment and critical decision-making. cope and kalantzis (2000) argue that “mere literacy’ remains centered on language only... while a pedagogy of ml, by contrast, focuses on modes of representation much broader than language alone, which differ according to culture, and context, and have specific cognitive, cultural, and social effects” (p. 5). sociocultural realities in pre-service teachers castro-garcés 180 no. 22 nlg suggests four components of pedagogy as follows: “situated practice, overt instruction, critical framing, and transformed practice” (1996, p. 7). these dimensions bring ml closer to the language classroom as they embrace linguistic and non-linguistic aspects, contextual teaching and learning through meaning-making that is considered essential to be able to design our learning experience. in addressing the question of the ‘what’ of literacy pedagogy, nlg (1996) proposes a metalanguage of ml based on the concept of ‘design’. teachers are seen as designers of learning processes and environments. they need creative intelligence to redesign their activities in the very act of practice. learning and productivity are the result of the designs (structures) of complex systems of people’s environments, technology, beliefs, and texts (p. 19). a pedagogy of ml, and the concept of design are essential elements for the development of this study because they build the conceptual and instructional framework to help pts make meaning out of ml practices and potentially develop sociocultural awareness. according to the researchers of nlg (1996), ml “overcome the limitations of traditional approaches by emphasizing how negotiating the multiple linguistic and cultural differences in our society is central to the pragmatics of the working, civic, and private lives of students” (p. 60). michelson and dupuy (2014) back up this idea through the development of a project based on a pedagogy of ml in a language class. they suggest that “ml pedagogies have been taken up both as curricular reform projects as well as instructional techniques” (p.25). adding to this, social semiotics is important to the world of ml as an approach to communication that seeks to understand how people communicate by a variety of means in particular social settings. michelson and alvarez valencia (2016) affirm that “social semiotics delves into how meanings are made and structured in processes of communication and semiotic acts and products are constituted and shaped through historical, cultural, and social uses of signs” (p.2). one essential aspect of social semiotic theory is the principle that modes of communication offer historically specific, socially and culturally shared options or semiotic resources for communicating (kress, 2010; kress & van leeuwen, 2001). research done in the area of ml has permeated first and second language acquisition, as well as a variety of contexts. works developed in students’ first language (hepple et al., 2014; kim & omerbašić, 2017; luke, 2000; meng, 2016) have implemented pedagogical practices that consider technology, literature, and social realities to provide meaningful pedagogical experiences. moreover, the foreign language teaching field has benefited from the advances in ml for students’ critical engagement and cultural awareness (boche, 2014; nlg, 1996; dooley, 2009; freedman & carver, 2007; fukunaga, 2006; jacobs, 2013; michelson, 2018; michelson & dupuy, 2014; olthouse, 2013). other works that have considered a pedagogy of ml have integrated digital practices (amicucci, 2014; carita, mäkinen & coiro, 2013) and sociocultural realities (cridland-hughes, 2012; curwood & cowell, 2011; de la piedra, 2010), including the sociocultural realities in pre-service teachers castro-garcés 181 no. 22 project carried out by nieto (2018) who suggests the integration of students’ realities based on a theory of community–based pedagogies. in the local colombian context, some studies have drawn on a ml perspective (alvarez valencia, 2016; areiza et al., 2014; losada & suaza, 2018; medina et al., 2015). in this way, colombian authors have explored a ml approach from a community perspective to make sense out of reading practices that include technology and diverse social semiotic resources toward the construction of meaning (alvarez valencia, 2016; areiza, et al., 2014; lozada & suaza, 2018). as an example, medina et al. (2015) turn to ml to help their students read their communities critically so as to transform their lives. the previous studies are meaningful illustrations of how the foreign language classroom has become a vehicle to explore students’ realities through meaningful context-driven ml practices. research design this study is grounded in a social constructivist paradigm, for meaning is constructed subjectively and “intercultural differences and cultural memberships are socially constructed” (hua, 2016, p. 12). this view aligns with the idea of learning for life and the construction of knowledge through experience (honebein, 1996). social constructivism, as an epistemological perspective, informs this study because it nurtures participants’ knowledge construction, based on their sociocultural realities, by engaging them in ml practices. this study is carried out based on a pedagogy of ml (cope & kalantzis, 2009; nlg, 1996), in which the enormous shifts in the ways in which people make meaning in the contemporary communications environment are accentuated. as such, a ml perspective is underpinned by a social constructivist epistemology, given it understands learning as a negotiation and construction of meanings. this work is approached from a qualitative interpretive case study perspective to gain a deep understanding and provide a “detailed description and analysis” (creswell, 2012, p. 481) of the understanding participants have, while experiencing a pedagogy of ml, fostered in their sociocultural realities. in this line of thought, guba and lincoln (1994) argue that “qualitative data can provide insight into human behavior” (p. 106). moreover, merriam (2009) presents case study as “one type of qualitative research that searches for meaning and understanding; the researcher being the primary instrument of data collection and analysis. a case study is an in-depth description and analysis of a bounded system” (p. 39-40). the bounded system in this research is the specific group of pts who make part of this study. sociocultural realities in pre-service teachers castro-garcés 182 no. 22 context and participants this study was carried out during an academic term at a state university in colombia with a group of fourteen pts who were part of a reading class. some of the activities developed during the academic term were part of the data collection instruments, therefore, everyone enrolled in the course participated in the study. nonetheless, participants signed an informed consent form in which they were explained about the data that would be collected out of the activities developed and how their anonymity would be ensured. the group was made up of nine women and five men, and their ages ranged between 18 and 24 years old. my positionality as a teacher-researcher was that of a participant observer, helping pts in their meaning-construction experience; i was also involved in proposing, designing and developing ml activities with them and in collecting evidence that helped answer the research question of the study. data collection instruments i collected data during an academic term, in which i built on pts’ concept of ml and the rationale behind it. then, i drew on a pedagogy of ml through the knowledge process3; reframed by cope and kalantzis (2009) into acts for learning, as follows: experiencing (becoming immersed in new situations); conceptualizing (connecting concepts); analyzing (evaluating one’s perspectives); and applying (putting knowledge into practice) (see figure 1), while encouraging participants to explore, reflect, and enact new knowledge. additionally, the concept of design gave participants tools to put ml into practice, while using available designs or redesigning, based on their own interests and needs. the following activities allowed for data collection that was later on interpreted through content analysis (patton, 2002), in order to organize, document and analyze participants’ meaning construction processes. (1) scaffolding on ml: this was made up of two articles and a video to know the critical and contextual tenets of literacy (perry, 2012), as well as the “why”, “what” and “how” of ml (cope & kalatzis, 2009), and the resources and possibilities that a pedagogy of ml brings to a language class. (2) imagery: a series of images to notice, describe, and voice sociocultural realities (corbett, 2010). (3) reading our campus: noticing literacies written through graffiti, poetry, drawings, and other artifacts. (4) survey: to unveil perceptions from the reading our campus project. 3 nlg original terminology: “situated practice, overt instruction, critical framing, and transformed practice” (1996, p. 7). sociocultural realities in pre-service teachers castro-garcés 183 no. 22 findings learning is to be related to context and reality, thus grounded on specific needs for it to be a meaningful experience; this is why, language teachers are encouraged to see the particular, practical, and possible (kumaravadivelu, 2006), or the sociocultural realities taking place in our classrooms. that is, our philosophy of language teaching and learning is to inform our dos in the classroom, always including students as agents who can contribute to their own learning processes. following, i present a descriptive, then analytic discussion of each of the moments of the study: scaffolding on ml – we read the article what is literacy (perry, 2012). this was the first approximation to the topic and allowed participants to understand how literacy practices are to be mediated by our sociocultural endeavors, presented in a variety of modes and thought of in a critical manner to deconstruct paradigms and re-construct realities, based on the readers’ schemata. as teachers to be, one important element we drew upon was literacy instruction, which started raising awareness on how we access and process information and how we could help others do the same. following, we read ml, new literacies, new learning pedagogies (cope & kalatzis, 2009), which is concerned with new approaches to literacies teaching and learning. within an educational perspective, the authors establish the “why”, “what” and “how” of ml and present a broad landscape which allowed pts to reflect upon the benefits of adopting a pedagogy of ml; that is, not only for their current language learning process, but also for their future as teachers. this last article was accompanied by the video representation, communication and design, which is one of a series of videos that cope & kalantzis present to illustrate on ml and the concept of design. this one was chosen in particular because it does a good liaison between ml and the concept of design, and provides an overview of how we approach texts, and understand them, using all our senses and schemata. imagery – following corbett’s (2010) intercultural language activities, pts were exposed to a series of images to make them reflect about sociocultural realities. they discussed how each image could potentially describe reality, and in which specific contexts. this generated class discussion and participants were able to voice their perceptions about the images they observed. i named each image as a probing question, then i proposed to reflect upon the topic through a think, pair, share activity. this allowed participants to first think to themselves, then get in pairs to compare their initial ideas and build arguments to support their views; and then, as a group, share their positions in front of the class. sociocultural realities in pre-service teachers castro-garcés 184 no. 22 figure 1. have you ever experienced this? https://blogs.iadb.org/igualdad/wp-content/uploads/sites/33/2020/01/caricatura-meritocracia. jpg female participants, eager to indicate women’s role in today’s society, mostly led the discussion. i selected some of their comments, which they provided to illustrate the slight changes we have experienced in gender roles from previous generations to today, nonetheless remarking the commonly heavier load women still have today. they stated: women find more obstacles than men because the later commonly find the road clearer. regarding job search, women sometimes are not hired because they have kids, thus they might get late to work or because the maternity leave is longer now. even if we do not have kids, we have to wash our own clothes, cook, clean our rooms, and so on; men, however, usually rely on a woman to do that. there is usually their mom, an aunt, grandma, or someone there to help them. another view point was mentioned: i have a different experience. i have my mom, dad, and one brother. when i was growing up, my mom requested everyone to do part of the chores; for this reason, my brother did chores the same as i did. one of the male participants said: some people have more possibilities and find it easier to reach their goals; this is not only gender-based. there are other issues behind equality. i think that the times when men had higher positions and earned better salaries than women have been left behind. nowadays, many women have surpassed men. this view made everyone reflect about other social issues that mediate male and female relationships; they were also able to think about other kind of inequalities lived beyond gender differences. other participants said: i haven’t had such an experience of being discriminated against during job search because i am still a student, but there are parents and grandparents who still hold marked gender discrimination. for example, my grandfather is of the idea that if he works he cannot wash his dish or his clothes. these ideas depend on age and the way they were raised. women are commonly guilty of this chauvinist behavior and ideas when they do not allow men to do chores. this variety of experiences exposed participants to different viewpoints, and to expand their perceptions, thus, sociocultural realities in pre-service teachers castro-garcés 185 no. 22 we could conclude that no matter the circumstances in which gender inequality takes place, this gap is to be bridged every day with more actions than discourse. figure 2. what would your parents say? https://cdn4.vectorstock.com/i/1000x1000/25/03/playingagainst-gender-stereotypes-vector-22012503.jpg this image burst participants’ desire to speak. they had very elaborate stories, which they were happy to share. both female and male agreed on a marked difference between them and their parents or grandparents. the arguments given were embedded in narratives of how they had been raised, what the adults in their families had told them, and the informed decisions they were able to make today because of their social and cultural experiences outside their homes. these stories could be classified as follows: gender roles beyond toys: i have told my daughter that she does not have to play with dolls just because she is a girl; not necessarily. thinking that a boy will become girly because he plays with dolls is very close-minded and this makes women and men chauvinist. once i saw a boy who wanted to play with a doll and his father told him to stop playing with that because he was not a gay person; the little kid was puzzled, he did not even understand what gay meant. gender roles encouraged by career choice: there are some gender roles in society which do not allow men to do what women do and vice versa. if a woman does something that is socially established to men, it is said that she is not feminine. the arts, for example, are mostly restricted to women. if a man does theater or dance, he might be stigmatized. women studying engineering here at the university are said to be to be manlike. what media sells: kids also watch tv announcements that promote certain behaviors. although these announcements do not completely reflect today’s gender views, commerce stigmatizes women. women are commonly offered to buy or given as presents sociocultural realities in pre-service teachers castro-garcés 186 no. 22 things like irons, pots or washing machines, while men are invited to buy cars. a text message was sent to clients of the same supermarket; the husband received a message inviting him to buy beer at half price, while the wife received a message inviting her to buy detergent. for example, giving girls these dolls that are to be fed creates in them the awareness of women role just as the ones who nurse and raise children. discourse shaping behavior: many people say that men don’t cry; they have to be strong and women are weak. i think that this makes us generalize the behavior of men and women. the difference that is made in genders comes from childhood and is reflected when we are adults. we should raise our kids as equal. as grown-ups we are not treated equal either because if a man has more than one woman, he is a macho, but if a woman has more than one man she is a ***; thus i think that society stigmatizes. the choice of toys given to kids in the image gave participants the opportunity to bring up realities they have experienced at home or with people they know. they are extremely aware of the influence that our family beliefs, discourse and media has on us; nonetheless, being at university has contributed to changing their mindset. figure 3. where wouldn’t you like to go? https://image.slidesharecdn.com/icclesson-150610071542-lva1-app6892/95/icc-lesson-stereotypes-1-638. jpg?cb=1433920592 it was not easy for participants to answer this question because, as they mentioned, they were used to thinking of their favorite place to visit, not the opposite. when found on the spot, most of them stated that they would love to go anywhere, nevertheless, a few mentioned specific places they would not like to visit and provided reasons based on what they had heard other people say or mostly watched and read on the news. after listening to their arguments, we discussed about how media is or not likely to inform us in an objective and reliable manner, and how listening to only one part of the story, from an outsider’s perspective, might not grant us with all the necessary elements to build an argument. some of the examples provided were: sociocultural realities in pre-service teachers castro-garcés 187 no. 22 i wouldn’t like to go to afghanistan because of what one perceives about war; nonetheless, it is the referent we have, what has been sold to us. media has generalized that colombians are traffic dealers or that colombian women are easy. what happens in other countries could be the same, generalized because of the news we hear. i wouldn’t go to the middle east because of the way women are perceived there; they might not allow me to show my face or i will have to wear a dress; women are too subjugated there. i wouldn’t like to go to usa because although this is a country with beautiful landscapes, it is ruled by bad people who want development at the expense of wars, poverty and pollution. even though some of them would prefer not to visit certain places, they were also aware that much of this information had been subjectively provided to them, and it might not be completely true. other participants, on the opposite, affirmed: not wanting to go to a place is not having the chance to know about their culture and what they have to show. when foreigners come to colombia they fall in love with it because they find out that it is not just what media tells. we concluded that we know very little about other places; thus we should not draw conclusions based on a few facts or limited information we have received. figure 4. who would you give the job to? https://crestresearch.ac.uk/wp-content/uploads/2018/08/using-stereotypes-to-prepare-for-interviews1170x821.jpg this image did not generate much discussion because it was hard for pts to think as employers, however they were very open to difference and provided the following answers. i wouldn’t judge people because of their physical appearance or culture, but will probably give them a test to know each person’s skills for the job. i would also give the job to the most skillful person, no matter their beliefs. on the opposite, one of the pts expressed: if image six is a catholic teacher, i would prefer to hire her, although they all deserve to be listened to and given the job opportunity. all in all, their perceptions about the situations illustrated in the images somehow relates to their initial education and family ties, but there are conscious decisions they have made in how they see others, sociocultural realities in pre-service teachers castro-garcés 188 no. 22 which are the result of their university education and the new social roles established as part of the social groups they now belong to. reading our campus to develop the project around campus, i gave pts examples of ml practices and asked them to think about moments in which they had approached them. they were then encouraged to work collaboratively to find literacy expressions around campus. they designed and presented posters explaining the process lived, the reasons to choose the pictures taken, and the analysis of their findings. they chose to collect information on graffiti, clothing, messages in the girls’ and boys’ restrooms, food, ideology in street art, and expressions of knowledge and power. in this way, they could see our campus with new eyes, explore linguistic and sociocultural practices through ml, and make sense of the language they are learning. participants lived the knowledge process because they experienced the language through the expressions they found and because of the appropriation they made of those expressions in english. they applied when using the language to express their feelings along the project. they conceptualized by becoming aware of the environment around them, and by learning to read their campus with other eyes. they also analyzed by preparing a report and by reporting in front of the class, by answering questions from their partners and me, and by reflecting about their findings, stating a position of what they had experienced, as well as by acknowledging the learning derived from the project. following, i present a series of pictures with the title, conceptualization and analysis done by participants: figure 5. what we have become [picture taken by pts] at the beginning of everything, we were just atoms, energy, we were part of something, we were one; through the years, we were advancing in everything, species, communities, civilizations, countries, but we have lost our culture and forgot our gods, sociocultural realities in pre-service teachers castro-garcés 189 no. 22 mother nature. the industry to make money, has made us kill lots of species. is this what we want for our future generations? the change we need is education. figure 6. politician’s plague [picture taken by pts] this piece of art expresses how the government works and the raw truth of the way the plague of important men does what they want with the law and resources. figure 7. this is what we are [picture taken by pts] this picture makes us think about nature, and how we act against this one, nature does not belong to us, we belong to nature. sociocultural realities in pre-service teachers castro-garcés 190 no. 22 figure 8. our restrooms talk [picture taken by pts] we think that people who write in the restrooms do it because they cannot express themselves outside. they have a lot to share or to complain about, but cannot do it because they are shy or they are afraid to talk in public. women usually write about freedom, unity, and self-love. for example: mujer no estás sola; no más feminicidios; feminista resisite; me amo como la tierra al sol. men, on the other hand, talk about political issues or send messages to girls they like. for example: congreso de los pueblos; vamos al poder; nico te necesita. image 9. we are what we eat [picture taken by pts] there’s stigma towards public university students; people usually think we are only interested in doing drugs and marching against everything, but most of us are just addicted to learning. we also have the graffiti in the entrance of the university which shows how there are many people outside, but only a few have the opportunity to enter. the picture of the fruits shows how our university is changing. now students can have a proper diet and get income here. the posters presentation, as seen in the pictures below, was an opportunity to know how each participant analyzed the campus and to also get to know places around us. sociocultural realities in pre-service teachers castro-garcés 191 no. 22 each group concentrated on diverse images and only a few coincided on taking pictures of the same. on top of that, pts’ analysis of the literacy expressions found on campus portrayed their sociocultural understanding of issues that they related to the reality lived by public universities and by the country as well. they reflected about inequality, starving children, war, insecurity, cultural values and roots lost, disconnection from mother nature, freedom, politics, unity, the need for acceptance or the desire to be oneself, inclusion of diversity, university students beyond stigma and the need for education. there was reflection about the aspects mentioned through pts’ critical views. this exercise prompted discovery and empowerment in all participants who acknowledged having a new view of their campus now, thanks to the detailed reading they had done around it. many issues were raised, which awoke several realities they were not aware of and that brought up the desire for changing what they did not find right. survey once participants presented the reading our campus projects, they completed a questionnaire whose purpose was to reflect about the experiences lived. i classified their answers and drew categories of analysis (cohen et al., 2007) to establish commonalities and differences among their perceptions and gains. in the first question, pts talked about the type of literacy expressions and art pieces selected and the reason for choosing them. among the most remarkable reasons to choose their projects, they mentioned the desire to learn about: variety, personality traits, people’s likes and interests, meaning construction about reality, rebellion against the political and educational systems, empowerment and identity construction. pts’ topics of interest were aligned to the critical positions they commonly have in class, thus knowing and analyzing those topics gave them more elements to voice their perceptions. the next question invited participants to analyze the literacy expressions or art pieces chosen. they expressed how any space can be owned through arts and how graffiti make walls talk. they also called for acceptance of our roots, open-mindedness, female empowerment, promote critical thinking and the study of literature. these topics encouraged reflection about the sociocultural reality we live in our campus and motivated thoughts about different ways of thinking and acting, which make part of one community. question three revealed the experience and challenges lived by pts while developing their projects. they mentioned that it was pleasant and easy to find art expressions, mostly because they could choose the topics to talk about, but it was hard to talk to people or to take pictures of them; they felt uneasy at the beginning, but gained self-assurance as they learned how to do it. among the positive experiences, sociocultural realities in pre-service teachers castro-garcés 192 no. 22 they highlighted how people go against trends or have different viewpoints, which contributes to diversity. they also acknowledged how this project expanded their language skills in the process of developing, analyzing and reporting their findings. finally, participants reported the new perceptions of their campus developed as a result of having carried out this project. the main gains were in terms of making meaning out of what is written on our campus walls, in the expressions of people, in the need to voice their likes and interests through clothing; and in the ability to relate arts and literacy expressions to current live experiences, to reality. conclusion and pedagogical implications a ml approach (cope & kalantzis, 2009) is a bridge towards a socially-constructed intercultural experience in the language classroom because of the possibilities it brings to language learners to use diverse modes of communication, which unveil the cultural and social realities that surround them. through a pedagogy of ml, pts were able to develop a learning process that made them explore, reflect and use knowledge in the real world, thus having the opportunity to embrace diversity, reflect upon languecultural experiences and gain sociocultural understandings. bringing reality closer to pts helped localize (canagarajah, 2005) knowledge and build meaningful learning. this project supported on a theory of language that is socioculturally constructed and socioculturally experienced helped participants reflect upon their own sociocultural practices and uncover those of people around them. this is a way to reassure the notion that it is always possible to construct meaning and to make the language classroom a space for the recognition of our own cultural practices, the acknowledgement of the other, and the raising of tolerance. the knowledge process helped me organize the steps that i wanted pts to walk through; 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(2021). awakening sociocultural realities in pre-service teachers through a pedagogy of multiliteracies . gist – education and learning research journal, 22(1), 173-197. https://doi.org/10.26817/16925777.844 efl students’ perceptions on gender stereotypes through their narratives1 percepciones de estudiantes de inglés como lengua extranjera sobre estereotipos de género a ravés de sus narrativas jhonatan vásquez-guarnizo, maribel chía-ríos and mairon felipe tobar-gómez2* universidad pedagógica y tecnológica de colombia, universidad de la salle, colombia 1 received: february 6th 202 / accepted: september 11th 2020 2 jhonatan.vasquez@uptc.edu.co; maribel.chia@uptc.edu.co; mtobar66@unisalle.edu.co gist education and learning research journal. issn 1692-5777. no. 21 (july-december, 2020). pp. 141-166. 142 no. 21 abstract this research study was conducted with twelve students from the modern/foreign languages program at universidad pedagógica y tecnológica de colombia. it was aimed at unveiling efl students’ perceptions on gender stereotypes through their narratives in three different moments. focus group interviews, field notes, and students’ artifacts were used as data collection instruments. data was analyzed under an interactional analysis proposed by riessman (2005). findings showed that students’ lived experiences on this issue have permeated over the time the way they see their present and future; and their perceptions on gender stereotypes differ from their past generations as they consider themselves as a new generation who does not see any distinction among genders. key words: artwork; gender stereotypes; students’ perceptions; efl; experiences resumen este estudio de investigación se realizó con doce estudiantes del programa de lenguas modernas / extranjeras en la universidad pedagógica y tecnológica de colombia. su objetivo era revelar las percepciones de los estudiantes de inglés como lengua extranjera sobre los estereotipos de género a través de sus narraciones en tres momentos diferentes. se utilizaron entrevistas de grupos focales, notas de campo y artefactos por parte de los estudiantes como instrumentos de recolección de datos. los datos fueron analizados bajo un análisis de interacción propuesto por riessman (2005). los resultados mostraron que las experiencias vividas por los estudiantes sobre este tema han permeado con el tiempo la forma en que ven su presente y futuro; y sus percepciones sobre los estereotipos de género difieren de sus generaciones pasadas ya que ellos se consideran como una nueva generación que no ve ninguna distinción entre géneros. palabras clave: obras de arte; estereotipos de género; percepciones de los estudiantes; inglés como lengua extranjera; experiencias resumo este estudo de pesquisa foi realizado com doze estudantes do programa de línguas modernas / estrangeiras na universidade pedagógica e tecnológica da colômbia. seu objetivo era revelar as percepções dos estudantes de inglês como língua estrangeira sobre os estereótipos de gênero através das suas narrações em três momentos diferentes. utilizaram-se entrevistas de grupos focais, notas de campo e artefatos por parte dos estudantes como instrumentos de coleta de dados. os dados foram analisados sob uma análise de interação proposta por riessman (2005). os resultados mostraram que as experiências vividas pelos estudantes sobre este tema permearam com o tempo a forma em que veem seu presente e futuro; e suas percepções sobre os estereótipos de gênero diferem das suas gerações passadas, já que eles se consideram como uma nova geração que não vê nenhuma distinção entre gêneros. palavras chave: obras de arte, estereótipos de gênero, percepções dos estudante; inglês como uma língua estrangeira; experiências efl students’ perceptions on gender stereotypes vásquez-guarnizo, chía-ríos & tobar-gómez 143 no. 21 introduction c urrently, many young people’s perceptions are influenced by an abundance of social media messages which have a strong effect when creating a variety of misconceptions that build certain rigid thoughts about the differences between genders. according to barrera and cantor (2007), “the use of stereotypes is a part of our everyday way of thinking; for this reason, our society often innocently creates and perpetuates stereotypes” (p. 163). unfortunately, this process has been shaping students’ minds without having a thought about it; that is why, gender stereotypes exist in home, schools, and workplace (ifegbesan, 2010). in colombia, some studies (castañeda, 2012; castañeda-peña, 2008a, 2008b, 2009, 2010; durán, 2006; rojas, 2012) have researched deeply into the importance of gender in foreign language contexts. however, efl student’s perceptions on gender stereotypes have not been researched enough currently. in that sense, a gender stereotype is viewed as one type of subjective perception of what a man or woman should be or how people should behave (martin & halverson, 1981). they portray the male as the strong and dominant person who works outside the home in oftenprestigious occupations, while the female is usually portrayed as being subordinate and confined to the home (fiske, 1993; stangor & lange, 1994). the world is evolving every day and students are not being left behind; their perceptions are changing, as well as their thoughts about living in the way their past generations once did. in such a way, students have become more aware of having a different perception in their lives and how they see their future. thus, for this research study, we proposed the following research question: what do efl students’ narratives reveal about gender stereotypes when being exposed to a film, before/now photographs, and their own artwork? theoretical framework the role of films, photographs, and artwork. the need to motivate students in the efl classroom has become an established area of research and discussion (gardner, 1985). in that sense, using english speaking foreign films within efl classrooms provides students with an excellent source of native dialogue, cultural context, and interesting material (brown, 2010). efl students’ perceptions on gender stereotypes vásquez-guarnizo, chía-ríos & tobar-gómez 144 no. 21 in this regard, aguirre and ramos (2011) argue that films can be used as a “powerful tool to explore educational aspects such as gender, social roles, and power relationships” (p. 175). therefore, watching films in the classroom can help students discover the possibility that they can be whatever they want to be, no matter what others may think about them (corral, 2014). in this manner, incorporating films into the efl classroom means bringing language to life (schander, balma & massa, 2013). furthermore, based on schander, balma and massa (2013), interpreting visual art can be an excellent way to teach productive skills and build a lexicon. thus, photographs were brought into the classrooms as a valuable teaching resource that teachers and learners in more meaningful and memorable learning experiences. art has always been an effective tool for teaching and learning among various classes of people (masoumeh & masoud, 2011). freedman (2003) confirms that it is key to teach visual culture, so they are able to view the visual arts by understanding their meanings, purposes, relationships, and influences. based on peñaloza and vásquezguarnizo (2019), “the benefits of utilizing artwork in the classroom are countless” (p. 133). therefore, through artwork, students can be challenged to think critically and analytically (barber, 2015) and could promote the “inclusion of different perspectives” (schäffler, 2018, p. 45). gender stereotypes. from a postmodern perspective, and acknowledging the contributions of scholars such as butler (1990) and foucault (1992), gender is understood as a sociocultural category by which the issue of the body is connected to everyday social and cultural practices and discourses (mojica & castañeda-peña, 2017, p. 142). in this sense, gender refers to the social differences between men and women, establishing stereotypes boys and girls suffer from birth. therefore, it has nothing to do with the biological and physical characteristics each sex has, but with the functions, values, and responsibilities they play in society (corral, 2014, p. 6). gender stereotypes are present everywhere in every feature of society, such as: work, family, daily vocabulary, advertisements, and television. they are transmitted from father to son through generations, affecting the development of a free society (corral, 2014). according to six and eckes (1991), gender stereotypes are defined as “products of normal everyday cognitive processes of social categorization, social inference and social judgement” (p. 58). therefore, corral (2014) affirms that some gender stereotypes which society has taught us are “boys dress in blue and girls in pink. boys study science and technology, and girls languages and literature. men fight and women cry. men earn money and women take care of the house and the family” (pp. 6-7). efl students’ perceptions on gender stereotypes vásquez-guarnizo, chía-ríos & tobar-gómez 145 no. 21 in this regard, barrera and cantor (2007) affirm that “the use of stereotypes is a part of our everyday way of thinking; for this reason, our society often innocently creates and perpetuates stereotypes” (p. 164). hence, since gender stereotyping in education perpetuates the existing inequality between males and females, the elimination of gender stereotyped messages is vital (şeker & dinçer, 2014), as they help determining ideas and values that children come to accept as norms (haque & chandran, 2004). students’ perceptions. there has been a recent focus on understanding students’ perceptions on education. wright (2004) states that perceptions vary from person to person and consequently, different people perceive different things about the same situation. therefore, we assign different meanings to what we perceive and the meanings we give to a situation might change for a certain person who does not see it as we do. based on eagly and karau (2002), there is a big difference between men’s and women’s perceptions regarding leadership; therefore, males tend to show a stronger tendency than females since they view women as less qualified for such activity. in this manner, the way students pay attention to a certain situation, experience and/or action might reflect the way they view the world and it can influence the way they determine what to process or believe in. the perception of a specific situation is a personal interpretation of information from each human being’s own reality. that is why they perceive what they see, they think what they feel or they talk about what they know as their perceptions differ from one experience to another since each human being’s interaction will never be the same in each mind. methodology for the purpose of this research study, a qualitative approach was used as this one seeks to understand the construction of a reality built by participants (richards, 2000, p. 148), and it is more concerned with “understanding individual’s perceptions of the world since it looks for insights rather than a statistical analysis” (bell, 1993, p. 6). moreover, we utilized narrative inquiry where storytelling became “a powerful tool to make sense of the world, to attribute meaning to experiences participants have lived” (torres-cepeda & ramos-holguín, 2019, p. 14). based on gadamer (2002), “it is not the word what we can see: it is the universe what we try to comprehend” (p. 68). therefore, we focused not only on participants’ efl students’ perceptions on gender stereotypes vásquez-guarnizo, chía-ríos & tobar-gómez 146 no. 21 lived experiences, but also on the meaning they gave to those experiences (trahar, 2006), since understanding their lived experiences from a narrative perspective implies connecting feelings, past-present professional-personal events, and possible future implications of those events in order to gain insights into the way participants co-construct their own self (coulter, michael & poynor, 2007). context and participants this research study took place at a public university in colombia with a group of twelve students whose ages range from nineteen to thirty-seven. this group of participants was composed of 8 female and 4 male efl students. in addition, this research study was carried out in the english workshop ii course, ascribed to the foreign languages program in sixth semester. in this same vein, this course aims at improving students’ writing production at the same time they interact and communicate to others in english. nonetheless, this specific course has a diverse population as it receives students who have failed the english written production course in the modern languages program in third semester. this population was chosen as a notorious preference to be grouped by genders was evident. at the beginning of each class, there were female groups on one side and male groups on the other one, which made us reflect upon this issue, having in mind they will be future language teachers. we thought that issue was a perfect opportunity to raise awareness and eradicate any form of gender stereotyping they will face once they teach. thereby, in this research study, half of the participants belonged to the foreign languages program whose students study to become english and/or french teachers at elementary schools. the other half of them belonged to the modern languages program, whose students study to become high school spanish and/or english teachers. for this particular case, participants voluntarily accepted to be part of this research study by means of signing a consent form (annex 1) where all of them opted to choose a pseudonym as table 1 shows. additionally, all of them were able to communicate their ideas in english; however, they preferred to speak in spanish when telling their lived experiences and those narratives were translated to english for the purpose of this research study. efl students’ perceptions on gender stereotypes vásquez-guarnizo, chía-ríos & tobar-gómez 147 no. 21 table 1. participants’ information. in this sense, this study was carried out in three different moments. the first moment was divided into four-session classes. in the first two-session class, students were exposed to a film titled “on the basis of sex” which shows the struggle a female character faced with discrimination against women when fighting to have the same rights as men in the united states. as each two-session class is two hours long, the second two-session class from the first moment was at a different time. during this moment, students had a space for a focus group in which they expressed their thoughts on the film and how they are related to this issue currently. furthermore, in the second moment, visual art was included through some before/ now photographs which revealed how women have been underestimated for years due to their gender and how they are positioned nowadays. these photographs were placed on the walls around the classroom so they could simulate being at an art gallery where they were able to contrast this issue as viewers. once students finished walking around the classroom, their points of view were heard though a focus group interview. lastly, in the third moment, students were asked to draw their own artwork which expressed the way they saw men/women in their contexts. when they were done, all the drawings were pasted on the board and another focus group took place. this one was a key part of this study as it was our closing moment. it allowed these efl students’ perceptions to come up with more determination since they were able to show through a drawing what their perceptions actually were. besides, as they had the efl students’ perceptions on gender stereotypes vásquez-guarnizo, chía-ríos & tobar-gómez 148 no. 21 chance to choose one which caught their attention the most, they were able to speak about their classmates’ perceptions as well and how the drawing someone else drew was relevant for their future lives. table 2 illustrates how those three moments previously described were carried out by means of providing the dates, a brief description, and an image that represents each moment. table 2. three moments of the development of the study efl students’ perceptions on gender stereotypes vásquez-guarnizo, chía-ríos & tobar-gómez 149 no. 21 data collection tools three focus group interviews, students’ artifacts and field notes were the data collection tools applied in this research study. according to rabiee (2004), focus group interviews provide information about ideas and feelings that individuals have about certain issues, as well as illuminating the differences in perspective between groups of individuals as focus group interviews gather a small group of people to explore attitudes and perceptions, feelings and ideas about a topic (denscombe, 2007). secondly, students’ artifacts were collected in the third moment through their own artwork. based on ormrod (2005), it is really useful to save samples of students’ work produced over time since they can take the form of short stories, lab reports, class notes, handouts, quizzes, which provide equally viable connections to the real-world classroom context. in addition, weber and mitchell (1996) affirms that “drawings provide self-reflection by bringing to light ambivalences in teaching identities that might remain hidden” (p. 303). therefore, when we draw, that artwork displays a hidden reality that helps individuals transmit a true-self context becoming drawing as a powerful means for them to express hidden messages. lastly, three field notes were applied throughout the development of this study. based on efron and ravin (2013), field notes “are detailed descriptions of what you see, hear, and sense during the observation, and the thoughts, feelings and understandings these observations provoked” (p. 88). in that regard, the three video-recorded moments were transcribed since the video information needs to be transformed into written data “transcripts” to facilitate the analysis (lankshear & knobel, 2004) which has to be carried out “as soon as possible after a lesson” (hopkins, 2008, p. 116). data analysis and findings once participants’ oral narratives were collected, they were transcribed and analyzed under an interactional analysis. based on riessman (2005), the emphasis is placed on the dialogic process between teller and listener in an interactional analysis. stories of personal experience, organized around the life world of the teller, may be inserted into question and answer exchanges; therefore, participants’ narratives about their lived experience are occasioned in particular settings were storyteller and questioner jointly participate in conversation (p. 4). according to torres-cepeda and ramos-holguín (2019), “this research method helps to understand a narrative by means of splitting it into critical fractions which play a meaning-making role in the whole narrative” (p. 16) due to an interactional analysis is not only focused on the content of a text (thematic analysis), the way a story is told (structural analysis), but also on the co-construction process between teller and efl students’ perceptions on gender stereotypes vásquez-guarnizo, chía-ríos & tobar-gómez 150 no. 21 listener (interactional analysis). in this sense, this analysis is carried out step by step as one is connected to the other; that is why, we analyzed participants’ narratives through a three-step analysis: thematic, structural, and interactional. firstly, participants’ lived experiences were analyzed by focusing on the content of the story per se. here, data is grouped into a similar thematic category, data is interpreted by means of focusing on what is said (riessman, 2005, p. 3). secondly, we paid attention to the way participants’ lived experiences were told as “human beings are storying creatures that make sense of the world and the things that happen to them by constructing narratives to explain and interpret events both to themselves and to other people” (sikes & gale, 2006, p. 1). lastly, we validated data by means of giving meaningful importance to the interaction, interpretation and sense/meaning making processes that were created among both parts, tellers (participants) and listeners (researchers). according to bruner (1994), “a life is not how it was but how it is interpreted and reinterpreted, told and retold” (p. 36); therefore, by focusing on narrative, we are able to investigate not just how stories are structured and the ways in which they work, but also who produces them and by what means; how narratives are silenced or accepted and what, if any, effects they have (andrews, squire & tamboukou, 2013, p. 2). in short, this three-step analysis: thematic, structural, and interactional gave us the chance to comprehend in-depth participants’ lived experiences about gender stereotypes. we analyzed, interpreted, re-interpreted, constructed, and re-constructed participants’ narratives in order to raise awareness about gender stereotyped messages and gain insights into the way participants co-construct their own self (coulter, michael & poynor, 2007). in such way, three themes emerged from our interactional analysis (riessman, 2005), which aim at answering our research question as it can be appreciated in table 3. table 3. main themes. efl students’ perceptions on gender stereotypes vásquez-guarnizo, chía-ríos & tobar-gómez 151 no. 21 we are all equal nowadays, society is changing as the way of thinking is. in that sense, there are some human beings who are becoming aware that others should be viewed with no differences. in the case of women, even though there have been many fights when looking for equality, their role as women is still underestimated nowadays which has caused a need to keep teaching generations to transform the way they see women; for instance, in this research study, this first theme is named this way after having discussed as a group and reflecting upon a participant’s drawing (figure 1) where she decided to write a hashtag as a way to title her artwork. here, carolina wanted to express the way she viewed everybody. she mentioned there is nothing that can divide us; therefore, we are all equal no matter our gender or religion as in the end, we all are going to end up in the same place when we die. likewise, even though she emphasized she viewed herself as a woman, she repeated that she believed we are all equal and for that reason, she wrote some tags people have given to certain patterns in life as a way of representing our ending on earth. thus, she concluded by explaining she felt she belonged to a new generation, consequently, she personalized her artwork by adding a hashtag. figure 1. we are all equal. (carolina, third moment, students’ artifacts). after the interpretation of her drawing, participants connected this issue carolina brought up to the same one the film transmitted to them which was related to the underestimation women have gone through in the past. in this sense, the following examples show how they expressed their thoughts on positing everybody in the same level. efl students’ perceptions on gender stereotypes vásquez-guarnizo, chía-ríos & tobar-gómez 152 no. 21 i consider that there has been an advance, and that is the desire to activate the position of women as equal to men since it is quite necessary and important. i think that right now we could not live without it, i mean, not only men and women in the same condition, but everybody (jenniwell, third moment, third focus group). in this example, we analyzed jenniwell’s words, not only by means of describing the struggle men / women equality has gone through, but also when believing everybody should be in the same condition. from her perspective, it is seen the way she thinks about people, this fight is not only about men / women, but only every single person who feels in another way. besides, jenniwell took us to think about a contrast between generations since she mentioned “i think right now” comparing ways of thinking from previous generations with this current one. in fact, when contrasting her words with her artwork (figure 2), we could analyze how she made an emphasis on this idea that we are all equal. figure 2. we are all equal. (jenniwell, third moment, students’ artifacts). in this same vein, figure 3 displays andrés’ artwork which shows his understanding on how equality should be thought out and seen right now. he described his drawing as the way he perceives equality. for him, we all are here not to be judged, but to live happily; that is why, he believes it is not about a certain way to look, dress or feel with our bodies due to equality goes beyond those misconceptions people have been labeled by society. i think we all should think and see everybody as equal, no matter the way we look, dress or feel with our bodies. we all are here to live happily and that is what i wanted to transmit with my drawing, equality (andrés, third moment, third focus group). efl students’ perceptions on gender stereotypes vásquez-guarnizo, chía-ríos & tobar-gómez 153 no. 21 figure 3. we are all equal. (andrés, third moment, students’ artifacts). additionally, the following excerpt reflects daniel’s thinking on this same issue. here, we analyzed how he is conscious about all the fights women have undergone throughout time in order to get the same position as men in society. he as a man, claimed those fights proved to people we are all equal and bearing in mind the big change ruth, the main character of the film, achieved; she was able to establish an antecedent for future women to cover the fields they can work on. in that sense, men also see equality as only one whole. all these struggles that are shown here in the film, especially ruth’s, is a great change, because from there, as she says, a precedent was set leaving more space and force for women to be able to cover all the fields they want and so, show us that we are all equal. (daniel, first moment, first focus group) lastly, in this last excerpt, it is interesting to remark how m.f was able to see ruth as someone who was not interested in fighting for women positioning, but rather for gender equality. she mentioned that there have been some advances regarding that issue and in that sense, women and men are positioned in the same level. i think that ruth, having in mind she is a woman, she did not fight only for women but for gender equality. she was looking for that, gender equality! and i feel that right now we have already advanced too much on that (m.f, first moment, first focus group) changing roles as this new generation of people are going through a new way of thinking, the roles of men and women have gone through a process of changing. in other words, those roles society established for men and women long time ago, have transcended and now people see them from a different perception. in that sense, the following efl students’ perceptions on gender stereotypes vásquez-guarnizo, chía-ríos & tobar-gómez 154 no. 21 examples proved how those roles have been flipped and nowadays, men can perform situations women are “supposed” to do and vice versa. the role of men. this following excerpt shows how the role of men has been changed and accepted over the time with manuel p’s case. he demonstrated men like him from this generation can also perform a duty that a woman was labeled to develop. specifically, from his narrative, we could analyze that they both, father and mother, spend time with their daughter even though they are not together as a family; they are conscious they both are that girl’s parents and they both need to take care of her. nonetheless, they divide this responsibility equally. in my case, when i take care of my daughter, i spoil her very much. when my daughter’s mother tells me she will party, i am the happiest person because that means i will stay with the girl. even though i know there are some tasks that are very complex to assimilate for us as men, i do not have a choice but learning how to develop those task by myself (manuel p, second moment, second focus group) furthermore, andrés complements this part of the role of men when narrating he connects the picture he was given in the second moment of this research study with a memory he has from his mother as he was taught in his family (esen, 2013) but he and his brothers as men could also collaborate doing this house duty. i relate this picture i was assigned to my mom because she taught us we could also help cleaning the house. she left home to work, and we were in charge of the house, so our brothers and i helped her cleaning (andrés, second moment, second focus group) in this sense, cris also contributed by positing himself in showing agreement to manuel p and andrés’ way of perceiving their roles as men. cris in the following excerpt shows how he does not feel less because he does things society has established for women to do at home. in fact, he claims how he feels by performing those house duties and his love for his mother. here, we could analyze how the role of women influences men’s way of thinking. women become that fundamental piece of the puzzle in men’s co-construction as human beings, not just as men. i love my mother with all my heart, she is the only one who matters to me, that is why i always try to help her with anything she needs. i sweep, mop, clean, cook, wash and i do not really feel i am less because i do that; on the contrary, i feel i contribute in this society by showing men can also help women at home and that does not make us less (cris, second moment, second focus group) lastly, andrea closes our second moment by agreeing with her male classmates on the way they perceive gender equality. she considers that people have changed the efl students’ perceptions on gender stereotypes vásquez-guarnizo, chía-ríos & tobar-gómez 155 no. 21 old perception that “women were made for the family and not for the great struggles of the world” (quijano, 2001, cited in calvo, rendón & rojas, 2006, p. 2). nowadays, this new generation is conscious about gender equality and that is why everybody can do the same things equally. there is nothing impossible when it comes to performing a certain task. in this case in particular, andrea shows how that wrong perception is left behind since she thinks men have the same skills and capabilities as women to teach children the wrong or good path for them to go. additionally, we analyzed how both men and women from this new generation show the same thought without complaining about it or showing any type of disagreement. they both position themselves as equal and with the same skills to do anything. i think that perception that women are the only ones who can do chores and raise children have completely changed today, men also have the same skills and abilities to do it, he can teach his baby the good and bad and not just leave that responsibility to women as it was thought out long time ago (andrea. second moment, second focus group) the role of women. independency has been marked in women when referring to finding another way for them to live without thinking about labels society has created for them. in the following excerpt, saluifer narrates how that independency was taught to her throughout her context as she was raised in a countryside. anything she needed, she was the one who was supposed to get it, everything by herself, without a male figure in her life. my mom is a single mother, same as the rest of my family, except for an aunt who is married. they all are alone because they are single mothers, with no husband, no male figure at home. i remember that my grandmother always taught us to be independent because i was raised in a countryside, so if i wanted to eat, so i needed to get the firewood, if i wanted to wear clean clothes, i needed to wash them by myself. thanks to that i am totally independent nowadays (saluifer, second moment, second focus group) in the same manner, the role of women is evidenced in a way previous generations would not been able to accept. from this participant’s intervention, we could analyze the transformation from generation to generation and how those changes have been modified. machaela positioned herself as a person who is not interested in repeating the same mistakes her previous generations committed. on the contrary, her way of thinking has allowed her to achieve different goals that were not the ones society established time ago for women. she mentioned nowadays those old-time-determined perceptions do not exist and consequently, she positioned herself as someone who looks for learning, studying, traveling, instead of having a family first. efl students’ perceptions on gender stereotypes vásquez-guarnizo, chía-ríos & tobar-gómez 156 no. 21 personally, i have seen a transformation process in my family that goes from generation to generation and how we have gone through some context changes; for example in the past, it was thought that marriages lasted for many years and that was nice! however, my grandmother lasted many years with my grandfather until he died, but enduring infidelities, beatings and many more things from him just because of her time. divorcing was frowned upon and condemned. nowadays, in our time, for our generation, we do not really see that anymore, or well i think at least for me; it is no longer a goal to be a mom, to cook or wash. i want other things for myself; i personally want to learn, study, travel before looking for a family (machaela, second moment, second focus group) thus, when contrasting machaela’s words with the artwork (figure 4) she decided to draw, we could analyze how those words were put into action when describing those new generation plans for her life. figure 4. (machaela, third moment, students’ artifacts). additionally, another perception we could analyze from her is her position regarding independence. she states repeatedly how she sees herself as a woman who will not be depending on any man. in that sense, the way she perceives herself, in terms of living her life, is without a man by her side so far. her goal nowadays is to enjoy her life first by means of learning, studying, traveling, and afterwards she plans to have someone by her side. her independence is evidenced by empowering herself when efl students’ perceptions on gender stereotypes vásquez-guarnizo, chía-ríos & tobar-gómez 157 no. 21 believing she can achieve her dreams without the need of a male figure who supports her; in fact, she believes she is strongly able to get what she wants on her own. in that regard, we believe this is exposed thanks to the mark her grandmother and mother left on her when they both experienced dependency on a man in the past. in the same way, andrea shows her support to machaela’s way of thinking and she reaffirms she also feels the same way as machaela. she belongs to a new generation that looks for equality even when finding a person to spend her life with. based on her narrative, we could analyze that andrea’s words encourage other women to beware of finding someone who supports them at home and does not lean on them as women. they need someone who thinks the same way they do it, otherwise, they will be repeating previous generation’s mistakes. “i reaffirm machaela’s words because i feel the same way. women do not want to have children or get married yet; we want to enjoy our lives first. we have those mirrors from our families, and we do not want to go back to those old times. in my case, i do not want to repeat those mistakes. i feel that also applies to finding someone in our lives. if we look for a soulmate, we have to beware to know that person will also collaborate at home and will not lean on us” (andrea, second moment, second focus group) this same thought was compared to andrea’s artwork in the third moment of this research study when she positioned herself as a woman who has different aspirations for her life. her drawing (figure 5) shows a division among old ways of thinking from previous generations where women were in charge of everything related to home, and on the other side, new ways of perceiving life which belong to her current generation. figure 5. (andrea, third moment, students’ artifacts). efl students’ perceptions on gender stereotypes vásquez-guarnizo, chía-ríos & tobar-gómez 158 no. 21 gender discrimination. even though this new generation has a different way of perceiving equality, there are still people who underestimate woman for differences in relation to their access to education, work, income level (quintero, 2012). the following example shows how a participant from this research study experienced a situation in which she was not taken into consideration for a job position, just because of her gender, and how another one reflected upon the hiring process a certain chinese restaurant uses when choosing a waitress. “i started working as a waitress at a restaurant, and after a month, they were looking for more staff, so i told a male friend to deliver her cv and he got accepted. like a couple of months later, he earned a promotion as a head waiter just because he was a male. after some time working there, he quit and the vacancy was supposedly for those with more experience, and since i was working before he entered, supposedly i felt that it was my opportunity to advance. however, they promoted a man who had been working there for only two or three months. you see? there are no open doors for us as women and if we want something, we have to give something back, i mean, something sexual and that is not fair” (m.f, third moment, third focus group) in this excerpt, we could analyze how gender discrimination is evidenced when this participant who decided to name herself as (m.f.) was rejected from a job position just because she was a woman. even though she was told the position was for the one with more experience working in the place, a male was the one who was promoted for the position she thought it was for her. for a second time, she saw how doors she thought were opened to her, turned out to be closed, instead. gender discrimination happens to be established in this particular case just by the fact of being a woman (pérez, 2012). m.f evidenced how a male figure had more power when determining this new job position as “power is produced and enacted in and through discourse, relationships, activities, spaces, and times by people as they compete for access to and control to resources, tools, identities” (birr & lewis, 2007, p. 17). “in my personal experience, let’s say that there is a certain preference for men in the kitchen, i mean, in a business. there, he is the cook, the chef, but the woman is not seen as important as a man there, and their payments are not well recognized. on the contrary, they are important at home because they have to cook”. (daniel. third moment, third focus group) in this intervention, daniel is aware of a sexual division within disciplines where women are stood out or “feminized” for (letters, medicine, human sciences), while men are traditionally “masculinized” for standing out in (mathematics, engineering, law) (cruz & moreno, 2012). nonetheless, it is key to mention how his words show his new-generation-thinking made him approach an issue that is still present nowadays. efl students’ perceptions on gender stereotypes vásquez-guarnizo, chía-ríos & tobar-gómez 159 no. 21 he mentioned how women are not well seen in the kitchen of a business but rather in the kitchen of their houses. this contradictory perception has underestimated women as objects from home, with no money recognition. on the contrary, men obtain higher salaries regardless of the professional field, the region or the type of institution (public or private) (barón, 2011, cited in fuentes, 2012, p. 99). lastly, this following lived experience gave us a key issue to address. luciana mentioned how she thought gender discrimination only took place here or latin america until she found out how a chinese restaurant, where she worked, made the hiring process for its waitresses. gender discrimination is evidenced in this particular case when making some racist comments about the women who were applying for the job. unfortunately, we only tend to see our local place that we forget about what it is outside this bubble. thus, we can analyze how gender discrimination takes place anywhere and, in this case, it affected luciana someway since she realized how those people from that restaurant were also racist when choosing their waitresses. “when i was working at this chinese restaurant, i began to learn how they choose waitresses. the wife starts looking at them and saying: this one is black, this one is very skinny, this one is very fat. i thought that this only happened here in colombia, but they also do it. gender discrimination is everywhere and in this case from a woman to another woman” (luciana. third moment, third focus group) conclusions the research study was aimed at unveiling efl students’ perceptions on gender stereotypes through their narratives in three different moments. as a result of it, we noticed how students went on a reflecting process along this research study as it helped them be prepared to act in a professional area (sööt & viskus, 2015) when facing their first classroom experiences (cote, 2012). therefore, participants’ reflecting processes then emerged as a response to their previous generations’ mistakes as they do not want to follow their past generations’ steps. results showed how participants’ lived experiences had an impact on them as they helped them shape their perceptions at a given time in their lives (lengeling & mora, 2016). thus, their goals are different now and the way they see their future has changed 180 degrees over the time thanks to those gender stereotyped messages they grew up with. that is why, they feel they belong to a different generation, one that thinks and wishes things in a different way. additionally, letting their voices be heard through their oral narratives and artwork together was a key part in our research study. we argue that helping efl students efl students’ perceptions on gender stereotypes vásquez-guarnizo, chía-ríos & tobar-gómez 160 no. 21 express themselves is possible when having artwork as a backup. we evidenced how their artworks contributed to the development of their human consciousness (read, 1980) as they revealed hidden realities they live in without feeling judged. incorporating artwork in the efl classes contributed to leave footprints in the formation of students’ personality at the same time it provided them with the weapons to face a new teaching world (hernández, garriga & baños, 2009). based on peñaloza and vásquez-guarnizo (2019), “artwork can help develop observational, thinking, and literacy skills, among many other skills” (p. 133), that is why, it is key to teach visual culture to students, so they can be able to understand their meanings, purposes, relationships, and influences (freedman, 2003). pedagogical implications and further research including artwork in efl classes becomes an effective tool for teaching and learning (masoumeh & masoud, 2011) as artwork provides students with content to talk about, it involves creative and imaginative contexts and most importantly, art activities increases students’ language proficiency (lee, 2017). besides, having them as a backup for expressing the way students see things around them result worthy since they can connect lived experiences that lead them to go through a personal reflective process (núñez & téllez, 2015). ramos, aguirre and hernández (2012) mention that a first step toward promoting intercultural individuals is by encouraging equality in the class. in this sense, we think that it is crucial to start raising awareness about gender stereotypes in future languages teachers, so they get informed and know to handle situations where this issue is presented (durán, 2006). in this manner, elt programs should turn their attention to these types of experiences to incorporate what is being left out, improve teachers’ reflection processes, and equip students with the attitudes, skills, and the knowledge to work towards the goal of gender equity in their future teaching contexts (mojica & castañeda-peña, 2017). that is why, opening spaces such these ones allow efl students to bring this issue up and avoid seeing it as a taboo. everything starts when thinking outside the box; thus, we believe that after going through this research study, our field in english teachers’ education will be engaged in breaking the gap between addressing gender equality in efl classroom or continuing being a task for few efl teachers. finally, we think there is a need to break the gap on gender equality. therefore, 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(2004). perceptions and stereotypes of esl students. the internet tesl journal, 10(2). http://iteslj.org/articles/wright-stereotyping.html authors *jhonatan vásquez-guarnizo holds an m.a in language teaching from universidad pedagógica y tecnológica de colombia and a b.a in english language teaching from universidad de la amazonia. he is currently a researcher and a fulltime english language professor in the school of languages at uptc. he is also part of the research group “tongue” and a first-semester student in the master’s in education at universidad externado de colombia. orcid: https://orcid.org/0000-0002-0630-6321 maribel chía-ríos holds a b.a. in modern languages from universidad pedagógica y tecnológica de colombia (uptc). she currently works at institución educativa luis maria jimenez in aguazul, casanare where she teaches spanish/english, besides studying her last semester in the master’s in language teaching at the uptc. orcid: https://orcid.org/0000-0002-2520-7863 mairon felipe tobar-gómez holds a b.a in english language teaching from universidad de la amazonia. he currently works at colegio san viator in tunja, boyacá where he teaches english to tenth and eleventh graders, besides studying his master’s in languages didactic at universidad de la salle.  orcid: https://orcid.org/0000-0003-2905-4670 166 no. 20 how to reference this article: vásquez-guarnizo, j., chía-ríos, m., & tobar-gómez, m. f. (2020). efl students’perceptions on gender stereotypes. gist – education and learning research journal, 21, 141-166. https://doi.org/10.26817/16925777.836 efl students’ perceptions on gender stereotypes 196 technology-based biliteracy centers for the 21st century learner1 centros de biliteracidad basados en el uso de la tecnología para el estudiante del siglo xxi sandra mercuri and laura ramos2* university of texas brownsville, spring branch isd, usa abstract the purpose of this reflective article is to present an alternative that incorporates the four language skills in all content areas through technology-based duallanguage centers for emergent bilinguals at the elementary level. the authors propose a matrix to plan the centers and include three examples to facilitate language transfer in english and spanish to foster biliteracy. the planning of the three projects is discussed as well as results from their implementation with elementary grade learners. keywords: language transfer, technology, literacy centers, biliteracy, content development, digital literacy. resumen el objetivo de este artículo de reflexión es presentar una alternativa que incorpore las cuatro competencias lingüísticas (escuchar, hablar, leer y escribir) a las áreas de contenido a través de centros de biliteracidad basados en el uso de la tecnología para estudiantes bilingües emergentes de primaria. las autoras proponen una matriz para planificar los centros e incluyen tres ejemplos para facilitar la transferencia del lenguaje de inglés a español y viceversa, en aras de fomentar la biliteracidad de los estudiantes. la planificación de los tres proyectos es discutido así como los resultados de su implementación con estudiantes de primaria. palabras clave: transferencia lingüística, tecnología, centros de alfabetización, biliteracidad, desarrollo de contenidos, alfabetización digital. 1 received: july 15, 2014 / accepted: october 8, 2014 2 sandra.mercuri@utb.edu, laura.ramos@springbranchisd.com r efl ec tiv e a rt ic le s gist education and learning research journal. issn 1692-5777. no. 9, (julydecember) 2014. pp. 196-216. mercuri & ramos no. 9 (july december 2014) no. 9 (july december 2014) 197 resumo o objetivo deste artigo de reflexão á apresentar uma alternativa que incorpore as quatro competências linguísticas (escutar, falar, ler e escrever) às áreas de conteúdo através de centros de bilateralidade baseados no uso da tecnologia para estudantes bilíngues emergentes de ensino fundamental (de 1ª a 5ª série). as autoras propõem uma matriz para planejar os centros e incluem três exemplos para facilitar a transferência da linguagem de inglês a espanhol e vice-versa em prol de fomentar a bilateralidade dos estudantes. o planejamento dos três projetos é discutido, assim como os resultados da sua implantação com estudantes de ensino fundamental (de 1ª a 5ª série). palavras chave: transferência linguística, tecnologia, centros de alfabetização, bilateralidade, desenvolvimento de conteúdos, alfabetização digital. introduction during this age of academic accountability in american schools, the growing number of students who speak a language other than english present a challenge to educators across the country. teachers are faced with the difficult task of helping these students develop the academic language needed for school success while learning grade-level specific content connected to district and state standards (mercuri, 2009; mercuri and yarussi, 2014). we borrow the term emergent bilinguals (ebls) from garcía, kleifgen and falchi (2008) who explain that “english language learners are in fact emergent bilinguals. that is, through acquiring english, these children become bilingual, able to continue to function in their home language as well as in english, their new language and that of school” (p. 6). in order to address the linguistic needs of this growing population of emergent bilingual students, many school districts have implemented dual language programs to provide students, identified as second language learners of english and native english speakers, the opportunity to develop biliteracy skills as they learn academic content in two languages (hamayan, genesee & cloud, 2013; howard, sugarman & christian, 2003). in dual language classrooms, all students are emergent bilinguals because they are all learning in another language as well as in their first language. based on the student population, these programs are called oneway or two-way dual language programs. in one-way programs, all students are native speakers of the minority language, for example, spanish. in two-way programs, approximately half of the students are mercuri & ramos no. 9 (july december 2014) no. 9 (july december 2014) 198 native speakers of the minority language and half are native speakers of english. in addition, and based on time allocation and literacy practices, dual language programs could be 50/50 or 90/10. in 50/50 programs, students receive 50% of the instruction in each language. however, in 90/10 models, all students learn to read first in the minority language and english is gradually introduced beginning with 10% in kindergarten and first grade, and up to 50% in fifth grade (freeman, freeman & mercuri, 2005; howard, sugarman, christian, lindholmleary & rogers, 2007; mercuri, in press). dual language programs have the goal of “preparing bilingual, biliterate, and bicultural students for the linguistic complexities and demands of our global society” (mercuri, in press, p. 6). while these goals are worthy, putting them into practice is difficult, especially because so much emphasis is given to test results. even when teachers know what the best approach for teaching ebls is, they often find themselves following ineffective practices in an attempt to prepare students for tests they are not ready to take (garcía & kleifgen, 2010). the key to long-term success in school for all students is to develop high levels of literacy and proficiency in using academic language (freeman & freeman, 2009). for emergent bilinguals trying to develop literacy in a language other than their native language, this process is especially challenging. keeping the needs of the growing numbers of spanish-speaking emergent bilingual students in u.s. classrooms in mind, the purpose of this reflective article is to present an alternative to incorporate the use of all four language domains, listening, speaking, reading and writing, in all content areas to foster biliteracy through technology-based dual language centers, also called workstations. literature review research shows that the most effective way to teach biliteracy is by teaching language through content (freeman, freeman and mercuri, 2005). in addition, embeddeding language and literacy in interdisciplinary units of inquiry facilitates language transfer (beeman & urow, 2012) and acquisition of content knowledge. furthermore, the use of technology as a learning tool in the 21st century has demonstrated to be engaging and positive to the learning process of all learners (warschauer, 2006). while the quality of teacher instruction is important, the quality of literacy centers is of importance as well. this section highlights research in the field that supports the technologybased alternative for biliteracy development presented in this reflective article. technology-based biliteracy centers mercuri & ramos no. 9 (july december 2014) no. 9 (july december 2014) 199 biliteracy and emergent bilinguals while many studies have been done on the literacy development of students learning english as a second language, limited research on the development of bilingualism and biliteracy of bilingual learners exists (dworin, 2003). dworin’s review of the literature also suggests that there are multiple paths to biliteracy development and that children’s biliteracy development is bidirectional. in other words, the relationship between spanish and english literacy occurs simultaneously and builds from each other when appropriate exposure and instruction occurs. other researchers in the field (garcía, 2009; grosjean, 2010; reyes, 2012) explain that the development of biliteracy is different from the development of literacy of monolingual students. the common monolingual perspective we found in most bilingual education research does not clearly articulate the development of biliteracy of emergent bilingual students as dynamic (garcía, kleifgen and falchi, 2008). this requires a reconceptualization of biliteracy development of emergent bilinguals in dual language classrooms with a focus on “its potential intellectual consequences where students establish and mediate relationships between two language systems and their social worlds to create knowledge and transform it for meaningful purposes” (dworin, 2003, p. 182). others researchers like hornberger (2003) explain that bilingualism and biliteracy should be considered as a continua of competencies, and that the relationship between oral and written language is important for biliteracy development and maintenance of competencies in both languages. her model proposes “an array of continua representing a series of complex, interrelated social dimensions that account for the individual speaker and the context, medium, and content of language use” (reyes, 2012, p. 309). moreover, grosjean (2010) states that the connection between bilingualism and biliteracy is poorly understood, which translates into ineffective classroom practices for emergent bilinguals. more recently, kabuto (2011) articulates the complexity of biliteracy development by making a distinction between the written form and the structures of the two languages that emergent bilinguals need to be able to manipulate, and the complex social and cultural factors that speakers of one or more languages need to understand as users of the language based on context and audience. furthermore, reyes (2012) discusses biliteracy processes in the classroom and more in particular the concept of interliteracy (gort, 2006) as the application of rules of the language individuals know to the language they are learning as part of their writing process. this creative use of both languages by emergent bilinguals allows them to effectively develop technology-based biliteracy centers mercuri & ramos no. 9 (july december 2014) no. 9 (july december 2014) 200 high levels of metalinguistic awareness, which in return supports biliteracy development (fránquiz, 2012; gort, 2012; martínez, 2010). technology in the classroom there is a new volume of research on digital communication also called “new digital literacies” and the use of new technology for teaching and learning in classrooms (milton & vozzo, 2013). nowadays, the concept of a literate individual includes not only traditional literacies such as reading and writing print text but also reflects the needs of students living and learning in a digital world (leu, mallette, karchmer, & kara-soteriou, 2005). barone and wright (2008) explain that new literacies include innovative text formats (multiple media or hybrid texts), new reader expectations such as non-linear reading and a new set of activities different from the traditional classroom tasks (website publication; blogs). they also extend traditional literacy practices with comprehension of information on the internet; effective use of search engines to locate information; communication using e-mail, texts, and chats; and the use of word-processing programs (international society for technology in education, 2007). as students use technology as a tool for teaching and learning, they are in an active role rather than the passive role of recipient of information transmitted by a teacher or textbook. when these opportunities are provided for students, they actively make choices about how to create, obtain, manipulate, or display information moving from teacher-led instruction to more student-centered education. similarly, when technology is used the teacher’s role changes as well. the teacher takes on the role of facilitator, providing guidelines and resources, moving around the classroom supporting individual students or groups as needed with suggestions to achieve the goals of the activity and appropriate resources to accomplish the task (kajder, 2005). while this approach seems to have an impact on students’ engagement with learning, writing competency and critical thinking (warschauer, 2006), it also presents some concerns. hutchison and reinking (2011) found in their study that teachers felt unprepared to use technology in the classroom. moreover, they found a disconnection between teachers’ beliefs about technology in the classroom and the actualization of their beliefs in their classroom practices and for literacy development. according to hew and brush (2007), teachers face additional challenges such as problems with resources (lack of technology, time, or technical support), teacher knowledge and skills (inadequate technological and pedagogical knowledge), and school technology-based biliteracy centers mercuri & ramos no. 9 (july december 2014) no. 9 (july december 2014) 201 leadership (lack of school planning or scheduling). to close this gap, they suggest that teachers and students should be familiarized with the use of different technologies to enhance students’ learning and to engage their students with reading and writing e-books to facilitate literacy development beyond the use of printed materials. while korat and shamir (2007) explain that teaching strategies to create and to read e-books to students enhances comprehension and understanding of the features of text, other researchers (bus, verhallen, & de jong, 2009) suggest that attractive multimedia richness could divert students from the actual text. schugar, smith and schugar (2013) recommend that teachers demonstrate to students how to apply strategies they use in reading and creating printed texts to e-books in order to make the use of technologies in the classroom purposeful and meaningful for all learners. literacy centers walsh (2011) indicates that multimodal literacy “may also include listening, talking, enacting and investigating as well as writing, designing and producing such texts” (p. 12). with the introduction of new literacies approaches, teaching literacy in schools also changes into new digital pedagogies (carroll, 2011). digital pedagogies evolve from a constructivist perspective and have as a central tenet the coconstruction of knowledge. in addition, they promote higher-order thinking skills as students move from remembering content to gaining a deep understanding of concepts by using blogs, i-phones and i-pads for learning (kent & holdway, 2009). research shows that digital pedagogies could facilitate the development of literacy in the classroom and could be an innovative way to address the biliteracy development of emergent bilingual in dual language classrooms by encouraging browsing, selecting and sampling strategies, incorporating images, sound and interactive elements when creating digital texts instead of the linear process required by the traditional reading and writing of printed texts (walsh, 2011). this new approach to literacy includes the application of digital literacy practices in learning centers. while we build from ford and opitz’s (2002) definition of a literacy center as a “small area within the classroom where students work alone or together to explore literacy activities independently while the teacher provides small-group guided reading instruction” (p. 711), we also consider the importance of teachers’ guidance as students work with new digital literacies in the classroom. for that reason, we created our own operational definition of a biliteracy center. a technology-based technology-based biliteracy centers mercuri & ramos no. 9 (july december 2014) no. 9 (july december 2014) 202 biliteracy center is an area within the classroom where students work alone or in small groups to explore literacy activities independently using their linguistic repertoires in both spanish and english while the teacher provides small-group guided reading instruction or walks around the classroom supporting individual students or groups in their technology-based projects. in well-developed literacy centers, children have the opportunity to practice important skills needed to become effective speakers, listeners, readers, and writers (halle, calkins, berry, & johnson, 2003). in addition to learning specific literacy skills, children also have the opportunity to increase knowledge in all curriculum areas, learn about new worlds, and improve social interactions. gregory and chapman (2007) also explain that a center should be a collection of materials designed purposely with a goal in mind and should help students 1) enhance or extend knowledge on a skill, concept, or standard, 2) explore topics in different content areas, 3) work at their level of need and be slightly challenged, 4) be creative and critical problem solvers, and 5) be able to manipulate a variety of texts. at each center, students are responsible for their learning as they develop, discover, create, and learn the assigned task at their own pace. furthermore, they suggest that effective literacy centers should have an accountability component to enhance time on task and improve students’ learning outcomes (reutzel, 2007). the following section aims to apply the concepts discussed in this literature review to literacy centers that focus on the development of biliteracy for emergent bilinguals. teaching for biliteracy through technology-based centers in dual language classrooms, the target is to achieve biliteracy, that is fluency in all language domains in two languages (freeman, freeman & mercuri, 2005), usually english and spanish. achieving academic proficiency in one of those languages can positively affect the acquisition of the second language (cummins, 1981; 2008). in addition, when students use technology, the rigor and relevance of the class activities can be increased. bigelow and bokoun (2005) state that having different technologies and allowing student choices facilitates literacy development and engagement. in this context, biliteracy centers are incorporated into daily instruction as a tool towards the development of both languages. this new alternative to biliteracy development presents a matrix that includes traditional literacy centers in addition to activities involving technology and language in context. this matrix serves as a tool to facilitate language transfer in english and spanish in technology-based biliteracy centers mercuri & ramos no. 9 (july december 2014) no. 9 (july december 2014) 203 elementary bilingual emergent students. thoughtful planning of each one of the centers is a fundamental step in the effective implementation of this new alternative to biliteracy development. the matrix consists of a table that includes language modality, language objectives, content objectives, for both, the teacher and the student, technology objective as well as vocabulary and scaffold, as shown in table 1. table 1. planning table for dual language centers the activities at each center are designed around all content areas. in each content area, there are four activities targeting each one of the language domains: reading, writing, listening and speaking. finally, the activities include a multimedia component. in other words, students engage in activities using technology to complete their final product. in this way, students are able to produce academic language in meaningful activities purposefully designed to develop biliteracy. in this article, we present and discuss three examples of dual language centers from a one-way second grade dual language classroom. the classroom is in a title 1 school (title i provides federal funding to schools that have low poverty levels. the funding is meant to help students who are at risk of falling behind academically) that serves about 450 english language learners; 77% of them are spanish speakers but only 288 students are enrolled in the one-way dual-language program. in this one-way dual-language classroom, students have access to an array of technology. i-touches are multi-purpose touchscreen-based electronic devices designed to reproduce audio and digital animations. they connect to the internet via wi-fi. some of the applications allow the user to record and edit audio. net books are portable, small, lighttechnology-based biliteracy centers mercuri & ramos no. 9 (july december 2014) no. 9 (july december 2014) 204 weight computers that include a web camera and microphone. active boards are interactive whiteboards with a large screen that connects to a computer and projects the content from the computer screen. they can project pictures, videos, or special interactive presentations called flip charts. active votes are accessories of the active board that allow the users to select responses in a multiple option format. a listening station is an area in the classroom that includes a recorder or an audio player where students can practice their listening skills. some of the materials in this station may include songs, poems, audio books, etc. the 18 students participating in these centers are between eight and nine years old. there are eight boys and ten girls and all come from low socio-economic homes. all students have been in the school since kindergarten and therefore have been exposed to the dual language program. the following section presents three technology-based centers with a focus on biliteracy development. the first center, a book about, aimed at developing writing in english. the second center, flip with a twist, targeted the acquisition of oral language in both, english and spanish. finally, poster with glogster pointed towards reading comprehension in spanish. technology-based dual language centers for biliteracy development a book about. this center focused on the development of writing in english, specifically the spelling patterns of verbs tenses ending in –ing. at the same time, the students were studying a unit about bird behaviors in science and the concept of multiplication and division in mathematics. in this center, students were asked to create word problems using the vocabulary acquired in science (see table 2 below). this center had several steps. first, students were given a book with multiplication and division word problems to analyze the sentence structure of the problems. second, students focused on verb endings and noted the spelling patterns in a sentence strip. third, the students created their own word problems in a paper-based book that was finally transcribed into the website storybird.com. this website allowed students to create their own personalized e-book with colorful illustrations. in addition, the website allowed the students to design the format and structure of their book including font, color, page design and illustrations. once the books were published, the class became part of a club of readers and writers. students consumed, produced, and commented on the materials available in the website in the format of a conversation in the page of the author of each e-book. technology-based biliteracy centers mercuri & ramos no. 9 (july december 2014) no. 9 (july december 2014) 205 table 2. planning table for a book about flip with a twist. this center focused on the production of oral language in english and spanish. originally, the idea of flipping a classroom requires the teacher to record videos about a topic to be learned at school. flipping the classroom is an instructional approach that has the goal of reducing the lecturing time from part of the teacher technology-based biliteracy centers mercuri & ramos no. 9 (july december 2014) no. 9 (july december 2014) 206 in the classroom. the educator is to lecture students through videos that are to be watched by students as assignments at home. in this way, students come to the classroom with questions and are ready to work on the activities about the topic of study while the teacher uses the time helping and answering the students’ questions. however, the limits of this approach widens in homes where the access to technology is limited. in addition, although the teacher is no longer giving lectures in the classroom, the role of the students can be limited in matters of language, background, schooling, and other factors, especially for emergent bilinguals (bergmann & sams, 2012). for this reason, in flip with a twist, the emphasis is no longer on the teacher as the lecturer but on the students. the emphasis at all times is on the students’ language acquisition as well as their academic achievement. in this center, the activity was modified in a way that students could record themselves explaining a topic in math in both languages, english and spanish. in addition, the material was recorded in spanish for parents. this home integration was helpful for those parents who sought to help their children with their math homework at home. the center integrated math and speaking. more specifically, the students used this center to practice grade-level content area vocabulary in context and to internalize academic vocabulary and mathematical processes in english and spanish. the students used their notes, textbook, manipulatives and a camera. this center also had several steps. first, students in groups of three selected a topic of their choice that was already learned in the class. second, they used information from different sources and planned a storyboard. in the storyboard, they sequenced the concepts and transitions to be used to explain the math concept in the language of their choice. third, they divided the roles of director, camera operator and presenter. the director was in charge of supervising the flow of the video, making sure that the presenter included all the components that were mentioned in the storyboard. the camera operator recorded the presenter, and the presenter presented the mini-lesson using manipulatives and other materials selected by the students. finally, students took turns and switched roles. in this center, students were motivated and eager to record themselves. the use of a camera allowed the students to work together and plan toward a common goal: presenting a mini-lesson about a math concept. below is the planning table for this center. technology-based biliteracy centers mercuri & ramos no. 9 (july december 2014) no. 9 (july december 2014) 207 table 3. planning table for the center flip with a twist poster with glogster. the focus of this center is the development of writing through reading. through research and reading with a purpose, students were able to apply their first and second language. the students were asked to create a poster about the hero or patriotic figure of their choice. in order to accomplish this task, the students needed to complete several steps. first, the students were briefly introduced to the lives of several heroes of the united stated through short videos. second, a list of heroes was presented, and in bilingual pairs, the students chose the person that they would like to learn more about. third, after selecting their hero, the students received guidelines specifying the components of their research project. fourth, students found written materials about their historical figure online and in books from the library. then, in pairs students decided what information was relevant to their guideline and took notes accordingly. students prepared technology-based biliteracy centers mercuri & ramos no. 9 (july december 2014) no. 9 (july december 2014) 208 a draft that included the information that they wished to present. during their research and exploration of sources, the second graders in this class discussed with their partners, read different sources and wrote their notes in their first and second languages. in small groups, students helped each other editing their notes making corrections as necessary. once the written components were ready, students looked for pictures in a database. finally, they used their images and edited documents to create a poster that was posted and presented to their classmates. table 4. planning table for glogster technology-based biliteracy centers mercuri & ramos no. 9 (july december 2014) no. 9 (july december 2014) 209 discussion the research discussed in the literature review section supports different aspects of each one of the technology-based dual-language literacy centers examples described in this paper. as warschauer’s study (2006) suggests, the implementation of these innovative technology-based centers enhances students’ learning and motivation and represents one of the many paths to biliteracy (dworin, 2003). for example, in e-book projects like a book about, students have an active role as they make choices about how to create, obtain, manipulate, or display information on the digital text (kajder, 2005). the storybird. com website allowed students to be creative with the format or layout of their final product. for instance, students had the choice of placing their text at the bottom, top, or sides of the page by dragging a textbox. in the same way, they could select the type and size of picture that would fit their needs. by having this choice, students were able to use their time efficiently, develop their creativity and improve their digital literacy skills needed in the 21st century globalized world. these types of center activities facilitate the acquisition of both languages by considering biliteracy development as a dynamic process (garcía, 2009; garcía, kleigfen and falchi, 2008) where students read and write in different languages to collect information and have the choice to create a product in either language for an audience that also can access the information in both languages, or to facilitate access to content like in flip with a twist. this process explains the potential intellectual advantages that emergent bilinguals could achieve by mediating the two languages and their social worlds to construct knowledge (dworin, 2003). the a book about project is an example of the new literacies that could be included in the classroom for teaching and learning and, more in particular, for biliteracy development. in a book about, students were able to apply science, math, and language concepts in context and through meaningful activities that represent the digital worlds most of them are familiar with (leu, mallette, karchmer, & kara-soteriou, 2005). in addition, the storybird.com website promoted the use of the written and oral language of the students in both languages. the main component of storybird.com is images without text. these images stimulated the students’ language production in the language of their choice. although their final product in the example discussed here was in english, students use both languages to analyze and construct their story. moreover, the website allows students to type stories in english and/or spanish. technology-based biliteracy centers mercuri & ramos no. 9 (july december 2014) no. 9 (july december 2014) 210 furthermore, the advantage of this center was that the teacher could measure the progress of students over time. because the e-books worked as an e-portfolio, the teacher and students could go back to the website to review and assess students’ language acquisition (cummins, 1981). while e-books are different text types from printed materials, they can be read and written using the same strategies that we use with more traditional printed materials (schugar & schugar, 2013). this is particularly important for e-books that will be uploaded to the classroom site and will be available to all classmates as optional reading materials across content areas. additionally, students are able to share their book not only with their classmates in their class but with peers in other nations once it is uploaded. for this reason, the number of readers was greater in digital books than in paper-based books. finally, storybird.com engages students through an extensive collection of artwork available to them. this visual repertoire kept students motivated because they analyzed and selected the images that they considered aligned with their text. even the most reluctant writers had an inner motivation to create an e-book that would carry the images of their choice. however, this rich selection of artwork affected the performance of a few students who would spend more time looking at the images than writing their stories. at the same time, once the students selected an image, their choices would be limited. that is, the artwork belonged to a specific folder and artist in storybird. the students could not use more than one folder per book. therefore, their selection became restricted to the images of one artist per book. regardless of this limitation, storybird.com made the written experience more relevant because it provided students with a real world experience. the students became self-published authors by writing, designing, and sharing their e-books. they lived the writing process and were able to see a digital book almost identical to the books they read in the classroom, with the only difference that this book was digital. a closer look at the flip with a twist project demonstrates that students at this center could use an array of oral and written competencies in both languages based on the audience to demonstrate content knowledge. this exemplifies hornberger’s continua of biliteracy (2003) as students apply their knowledge of the selected topic of a discipline and use all their linguistic competencies in both languages. for monolingual spanish-speaking or english-speaking parents, students can develop spanish and english videos to promote home-school connections while at the same time enhancing their biliteracy development (kabuto, 2011). technology-based biliteracy centers mercuri & ramos no. 9 (july december 2014) no. 9 (july december 2014) 211 in the example presented in this paper, the students planned and delivered a lesson in a video that worked as a preview and review of the material to be studied for an audience beyond the classroom (mercuri, in press). in this way, the videos served as a preview activity for first graders, or as a review for students in the same grade level. as a preview, students from first grade explored the materials that they would be covering in the future. as a review, second grade students clarified and reaffirmed their learning at home or in the classroom. in addition, this center served as a home-school connection because parents could access the videos in the language of their choice, and therefore, they could better help their children in the school assignments. in sum, authentic activities like video recording allowed students to have an audience in their classroom, school and beyond. because students knew that their videos would serve as a tool to teach students and adults, they made sure that their message was clearly transmitted. for this reason, it was through collaboration that the students listened to and corrected each other’s mistakes when necessary. in addition, students were aware that once the video was recorded, they would not be able to modify their words. for this reason, the students relied on reviewing their recordings consistently before selecting their final version. this use of both languages for academic purposes fosters high levels of metalinguistic awareness enhancing emergent bilinguals’ biliteracy development (gort 2012; fránquiz, 2012). lastly, the analysis of poster with gloster showed that the students were able to demonstrate high levels of bilingualism and biliteracy by using their linguistic skills in both languages (reyes, 2012). glogster allows students to develop their reading and writing skills as if they were part of a cycle. students at the beginning had to read to collect the information necessary to create their poster. then, after they published their poster, they read other posters from other classmates. in this way, the process of reading and writing became part of a repetitive sequence where reading and writing skills were developed. students used conventions and capitalization with care because they were aware that their product would serve the need of informing other students about their heroes. this goal allowed the students to become writers who had the readers in mind. through this process, languages were not kept separate, but rather students were able to select and navigate in the language of their choice. garcía (2014) refers to this skill as translanguaging, that is, the ability to generate new meaning and understanding as students use both languages to accomplish the task. by reading in both languages, students enriched their language acquisition and proved their comprehension through writing in their technology-based biliteracy centers mercuri & ramos no. 9 (july december 2014) no. 9 (july december 2014) 212 language of choice. technology was part of the students’ learning process not only as a part of a final product, but also as an embedded element throughout their research process through new digital literacies (milton & vozzo, 2013). the alternative to traditional centers discussed in this paper presents a path to teaching for biliteracy. in all three examples students were able to extend their literacy skills in both languages and to learn the content of the content areas (halle, calkins, berry, & johnson, 2003; gregory and chapman (2007). in sum, based on these classroom examples, the use of technology-based biliteracy centers have the potential to facilitate the acquisition of both languages and content knowledge of emergent 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(2006). laptops and literacy: learning in the wireless classroom. new york: teachers college press. authors *dr. sandra mercuri is an associate professor at the university of texas, brownsville. she teaches courses in bilingual education and biliteracy. her research interest is on academic language of the content areas, the development of scientific literacy and the effect of long-term professional development on teachers of english learners. she provides training for teachers nationwide and presents at national and international conferences dr. mercuri has also published articles in professional journals in spanish and english. dr. mercuri is the author of the book titled supporting literacy through science. she has also co-authored the books closing the achievement gap and dual language essentials with drs. yvonne and david freeman and researchbased strategies for english language learners with denise rea. *laura ramos is a bilingual teacher in houston, texas. she has eight years of experience teaching in the upper and lower grade levels in dual language programs. she is interested in language acquisition, educational technology and biliteracy. she received her master’s of education in bilingual education and esl in the university of texas at brownsville and holds a bachelor’s degree in communications and media. she presents regularly at international, national, and state conferences including tesol (teachers of english of speakers of other languages), tabe (texas association of bilingual education) and la cosecha dual language conferences. technology-based biliteracy centers no. 9 (july december 2014) no. 9 (july december 2014) 96 efl learners’ development of voice in academic writing: lexical bundles, boosters/hedges and stance-taking strategies1 desarrollo de la voz en la escritura académica en aprendices de inglés como lengua extranjera: estrategias de paquetes léxicos, de refuerzo/ cobertura y de toma de posición christian fallas escobar and lindsay chaves fernández2* universidad nacional de costa rica, costa rica abstract in efl composition courses, teaching and learning normally orbit around norms of unity, coherence, support, and sentence skills that l2 learners are expected to comply with, at the expense of opportunities to develop voice. against this backdrop, we resolved to examine the extent to which students’ exposure to and practice with lexical bundles, boosters/hedges and stancetaking strategies allows them to build a stronger discoursal and authorial voice as future academic writers. evaluation of the students’ works revealed their level of success in this endeavor and analysis of student surveys unveiled the tensions and struggles they faced along the way. at the end of this paper, we advocate for academic writing courses to be transformed into spaces where students not only come to terms with the basic norms they have to conform to, but also build a discoursal and authorial voice as l2 writers. keywords: academic writing, lexical bundles, boosters/hedges, stancetaking strategies, learners’ voice, discoursal and authorial voice. 1 received: august 29th 2017/ accepted: november 21st 2017 2 prongsquib@hotmail.com, lindsay.chaves.fernandez@una.ac.cr fallas & chaves gist education and learning research journal. issn 1692-5777. no.15. (july december) 2017. pp. 96-124. no. 15 (july december, 2017) no. 15 (july december, 2017) 97 resumen los cursos de escritura en lengua extranjera normalmente se enfocan en las normas de unidad, coherencia, sustento, y estructuras gramaticales, a costas de múltiples oportunidades que los estudiantes podrían tener para desarrollar su ‘yo’ discursivo y autoral. por esta razón, nos dimos a la tarea de investigar hasta que punto exponer a los discentes a fraseología académica, intensificadores lingüísticos/evasivas académicas, y estrategias para el posicionamiento crítico les permite escribir con mayor destreza y confianza. la evaluación de los textos escritos por los estudiantes revelan el impacto positivo que la exposición a y práctica de los elementos retóricos y lingüísticos antes mencionados tuvo en sus trabajos escritos. por otra parte, los cuestionarios aplicados a los estudiantes al final del curso revelan las tensiones y dificultades que ellos enfrentaron a lo largo del proceso. concluimos este artículo con un llamado a que los cursos de escritura en lengua extranjera sean transformados en espacios en los que los discentes puedan no solo cumplir con las normas básicas de la escritura académica, sino también construir un ‘yo’ discursivo y autoral más fuerte y sólido. palabras clave: escritura académica, fraseología académica, intensificadores y evasivas académicas, posicionamiento crítico, el concepto de voz, ‘yo’ discursivo, y ‘yo’ autoral. resumo os cursos de escritura em língua estrangeira de um modo geral se enfocam nas normas de unidade, coerência, sustentação, e estruturas gramaticais, decorrente de múltiplas oportunidades que os estudantes poderiam ter para desenvolver o seu ‘eu’ discursivo e autoral. esse é o motivo pelo qual decidimos pesquisar até que ponto expor aos discentes à fraseologia acadêmica, intensificadores linguísticos/evasivas acadêmicas, e estratégias para o posicionamento crítico permite-lhes escrever com maior destreza e confiança. a avaliação dos textos escritos pelos estudantes revela o impacto positivo que a exposição e a prática dos elementos retóricos e linguísticos antes mencionados tiveram em seus trabalhos escritos. por outro lado, os questionários aplicados aos estudantes no final do curso revelam as tensões e dificuldades que eles enfrentaram ao longo do processo. concluímos este artigo chamando a atenção a que os cursos de escritura em língua estrangeira sejam transformados em espaços nos quais os discentes possam não somente cumprir com as normas básicas da escritura acadêmica, como também construir um ‘eu’ discursivo e autoral mais forte e sólido. palavras chave: escritura acadêmica, fraseologia acadêmica, intensificadores e evasivas acadêmicas, posicionamento crítico, ou conceito de voz, ‘eu’ discursivo, e ‘eu’ autoral. fallas & chaves no. 15 (july december, 2017) no. 15 (july december, 2017) 98 introduction in efl composition courses, students are often construed as ‘not-knowing’ novices in need of expert guidance if they are to gain membership into the academic writing discourse community. in these courses, teaching and learning generally orbit around norms regarding unity, coherence, support, and sentence skills that l2 learners are expected to comply with. puzzled and discouraged, these students find themselves forced to draft and submit writing pieces that feel dry, dispassionate and alien to them. sadly, regardless of the learners’ evident confusion and frustration, composition courses continue to revolve around these norms at the expense of opportunities for them to develop discoursal voice and authorial voice (ivanič, 1998). in the spirit of problematizing this practice, we created spaces in two composition courses so that the learners could experience using diverse rhetorical devices. the central inquiry in this study was the extent to which students’ exposure to and practice with lexical bundles, boosters/ hedges and stance-taking strategies would allow them to build a stronger discoursal/authorial voice as future academic writers. evaluation of student essays and surveys unveiled the tensions and struggles they faced as they tried using the different rhetorical devices to construct their own voice. at the end of this paper, we give specific recommendations regarding the inclusion of the aforementioned linguistic and rhetorical devices so that l2 student writers develop their discoursal/authorial voice. literature review as academic writers and teachers of composition, we are familiar with the pressures that abound within the academic writing discourse community. our own trajectory from apprentice to active writers has brought its rewards, but also left us with questions regarding the hardships we faced and the compromises we made along the way. although we acknowledge that the pressures exercised within academic writing circles are intended to safeguard the highly-valued features of scholarly writing, we also concede that overemphasis on these features jeopardizes the possibility of developing one’s discoursal/authorial voice (ivanič, 1998). thus, herein we address the features of traditional academic writing and the notion of voice in academic writing. learners’ voice in academic writing fallas & chaves no. 15 (july december, 2017) no. 15 (july december, 2017) 99 traditional academic writing: a focus on compliance to norms the academic writing discourse community claims that ‘good’ writing ought to be impersonal, objective and informational (rahimivand & kuhi, 2014) and grounded in the specific highly-valued features of literacy, relevance and politeness (farrell, 1997). ‘literate’ texts are expected to be objective, analytical and sequential, and thus organized in ways that showcase symmetry, order and logical thinking. similarly, in scholarly writing, relevance is central to establishing meaning, as the expectation is for all the ideas to refer back to the main thesis at the onset of the text. additionally, the notion of politeness in argumentative writing is central, given that writing ‘too directly’ is taken to be arrogant, aggressive and rude. these norms of academic writing exercise pressures on composition instructors, who frequently feel compelled to center on conventions such as unity, coherence, support and sentence skills, at the expense of students’ possibilities to build and reflect a sense of voice in their writing. academic writing, however, is not only about the communication of ideas in an impersonal, detached, and objective manner, but also about the representation of voice (ivanič, 1998), since the act of writing itself is inevitably influenced by the author’s life histories and the “multiple who’s” of their identity (gee, 2008)3. opposite to common belief, research suggests that, “...academic prose is not completely impersonal, and that writers gain credibility by projecting identity invested with individual authority, displaying confidence in their evaluations and commitment to their ideas” (hyland, 2002, p. 1091). more and more composition scholars agree that one crucial pragmatic competence of writers is to know how to construct a credible representation of themselves in their work, at the same time that they comply with the norms of the academic writing community (hyland, 2002, p.1091). thus, it follows that writing is not a neutral activity (ivanič, 1998), but an exercise in balancing out one’s own voice with the many norms one has to abide by (trepczyńska, 2016). unfortunately, more often than not, the pragmatism that characterizes traditional academic writing, where the focus is on compliance with the pre-set institutional requirements (benesch, 2001, p. 3), robs instructors of the possibility to problematize their practice, and thus they become accomplices in the trend of training students to comply with institutionally identified needs. contrary to common wisdom, the emphasis in composition courses should be more on how 3 this view coincides with the cultural and rhetorical approaches to discourse analysis proposed by tracy & robles (2013). learners’ voice in academic writing fallas & chaves no. 15 (july december, 2017) no. 15 (july december, 2017) 100 topics are studied dialogically rather than didactically (benesch, 2001, p. 67), with teachers taking a critical writing rather than process writing approach to composition, in which the search for voice is combined with the search for collectiveness (norms of academic writing). yet, this require that instructors provide learners with intellectually engaging experiences that allow for the development of discoursal/authorial voice; also known as authoritativeness/presence (hyland, 2008). l2 learners’ voice in academic writing: rhetorical and cultural perspectives in exploring the interconnectedness of writing to identity and voice, le (2009) argues that writing “...involves processes of negotiation, adaptation, appropriation and resistance that can occur during the acts of conceptualisation, drafting and writing” (p. 136) and insists that students’ prior experiences as writers and individuals should find validation in composition courses. that is because neglecting to nurture a sense of voice, “... place[s] students at a rhetorical and interpersonal disadvantage, preventing them from communicating appropriate integrity and commitments, and undermining their relationships to readers” (hyland, 2002, p. 1092). le (2009), nonetheless, also rightfully asserts that finding one’s voice is not a linear path with a clear finish line, but rather filled with negotiation and contestation between the many norms and expectations of the academy and one’s own desires about how to represent one’s voice in writing. despite the aforementioned difficulty in addressing voice, scholars agree that voice plays in fundamental role in both l1and l2 academic writing (konnor & kaplan, 1987; shen, 1989; li, 1996; ivanič, 1998). it is for that reason that l2 learners must be explicitly taught about the linguistic and rhetorical features (devices) that enhance a writer’s voice (matsuda, 2001), as projecting individual voice is a part of acceptable english writing (stapleton, 2002). although “voice has been viewed as fuzzy, slippery, hard to define, and nearly impossible to teach” (sperling and appleman, 2011), we agree (1) with ivanič and camps (2001) that l2 learners should be guided to develop authoritativeness and presence in their writing since the beginning in composition courses and (2) with matsuda (2001) and stapleton (2002) that voice is an indispensable tool that should be brought to the forefront, especially when dealing with persuasive writing (javdan, 2014). sperling and appleman (2011) explain that voice can be understood from two perspectives that need not be mutually exclusive. as an individual accomplishment, voice is viewed from a linguistic learners’ voice in academic writing fallas & chaves no. 15 (july december, 2017) no. 15 (july december, 2017) 101 and rhetorical lens that implies a particular threshold of linguistic and identity achievement, assumes the self to be stable, coherent, unitary and autonomous, and constructs voice as a possession. given the linguistic and rhetorical slant of this perspective, voice is not taken to be a window into the writer’s true self but into who the writer claims to be at a particular point in time and for a particular purpose. that is, writers write in different voices at different times. as a social/cultural accomplishment, voice is assumed to be “…essentially the result of a social and cultural mediation with the individual” (sperling & appleman, 73). from this perspective, voice consists of the writers’ representation of their social/cultural worlds and its emergence is said to be shaped by the contexts in which they live and inevitably overshadowed by other voices. discussions of voice as social and cultural accomplishment are largely based on bakhtin’s (1981, 1986) thesis that “…voices and utterances exist in response to previous utterances and in anticipation of future utterances,” which in turn suggests that “voice reflects one’s assimilation, reworking, and reaccentuating of other voices” (sperling & appleman, 74). in sum, we concur with sperling and appleman (2011) that “… voice is a language performance – always social, mediated by experience, and culturally embedded” (p. 71). that is to say, we view voice as identity performance and as a series of rhetorical movements situated within historical, material and social settings. as such, we believe that part of the students’ socialization into academic writing implies learning about how selecting from lexical, linguistic and rhetorical resources available allows them to build a stronger discoursal and authorial voice that is valued within the academic writing community. there lies the amalgamation of voice as individual and social/cultural accomplishments that we espouse. therefore, we will be looking at how including instruction about particular linguistic and rhetorical devices can potentially guide the students to develop discoursal and authorial voice in their academic writing. lexical bundles, boosters/hedges and stance-taking strategies according to ivanič (1998), there are three interrelated strands of voice: autobiographical voice, discoursal voice, and authorial voice. the first one refers to the life histories student writers bring with them; that sense of voice shaped by previous life experiences and literacy practices. the second alludes to the self-representation that emerges from the text, is constructed by means of selected discourse features, and reflects the values, beliefs and worldviews the student writers hold; learners’ voice in academic writing fallas & chaves no. 15 (july december, 2017) no. 15 (july december, 2017) 102 the persona they consciously or unconsciously take on when writing and the voice they want readers to hear. the last one encircles an accomplished sense of worth that allows student writers to compose with authority. these three interrelated strands are seldom explored in traditional academic writing courses despite the fact these are likely to allow student writers to build a stronger sense of worth in the work that they produce. in this paper, we focus on ivanič’s concepts of discoursal and authorial voice (1998), with an emphasis on student writers’ use of lexical bundles, boosters/hedges, and stance-taking strategies. lexical bundles refer to sequences of words that are frequently used in academic writing, serving to perform definable discourse functions: stance expressions, discourse organizers, and referential expressions (biber & barbieri, 2007). discourse organizers, which is the focus in this paper, are multi-word phrases that help signal introduction of new material, elaboration/clarification, contrast/comparison, cause/effect relationships, and argumentation. see table 1. for some examples of the phrases students were taught about and requested to utilize.4 table 1. lexical bundles • many scholars/experts claim/sustain that... • ... is a hotly-debated topic that often divides opinions. • ... is often discussed yet rarely understood. • first of all, it is worth considering.... • another point worth noting is.... • another factor to consider is... • with respect to.... • there are those who argue that... • research has found that... • according to experts, ... • weighing up both sides of the argument... • taking everything into consideration, … • on the whole,... / by and large,... 4 for this study, we chose the lexical bundles that were related to the types of essays they had to write, especially their final argumentative essay. learners’ voice in academic writing fallas & chaves no. 15 (july december, 2017) no. 15 (july december, 2017) 103 as regards boosters and hedges, we center on the student writers’ use of these rhetorical devices to express degree of directness: the subtleness or bluntness with which they express their ideas. although levels of directness may include diverse devices (see tables 2 and 3 below for some examples)w, we focus on boosters, which increase authorial commitment at the same time that rhetorical space for alternative views is closed, and on hedges, which signal weaker authorial commitment and openness to alternative views (lancaster, 2014). by using these rhetorical devices, students can express certainty, skepticism, (dis)belief, and authority (tracy & robles, 2013). table 2. boosters/hedges boosters hedges quite probably really hardly very slightly extremely somewhat completely barely exceptionally mildly totally moderately absolutely partly utterly practically particularly reasonably certainly possibly rather apparently strongly presumably highly supposedly strikingly allegedly excessively nearly/almost remarkably 5 for this study, we chose boosters/hedges and stance-taking strategies related to the types of essays they had to write. learners’ voice in academic writing fallas & chaves no. 15 (july december, 2017) no. 15 (july december, 2017) 104 table 3. deductive, inductive and inferential point-making claim reasons reasons claim telling a story (deductive point-making) (inductive point-making) (inferential point-making) claim reason 1 story/anecdote of reason 1 reason 2 reasonable length that reason 2 reason 3 indirectly makes a point reason 3 claim without stating it. finally, stance, a writerand reader-oriented concept (lancaster, 2014), refers to the student writers’ use of linguistic and rhetorical devices to overtly or covertly indicate their position and attitudes towards the topic under discussion and their confidence (or lack thereof) in the truth of the propositions expressed (phang, 2010; hyland & guinda, 2012). in other words, the focus is on student writers’ evaluation of the topic under discussion (tracy & robles, 2013). although student writers can express contrastive and agreement stances in multiple ways, we wish to concentrate on the ways they use self mentions, disclose their attitudes, mildly/strongly commit to their ideas, and introduce/comment on citations (lancaster, 2014). see table 4. below for examples. table 4. stance taking strategies self-mentions disclosure of attitudes i strongly believe that.... surprisingly, ... / it is surprising that... in my opinion, ... alarmingly, ... / it is alarming to note that... i am utterly convinced that... interestingly, ... from my point of view, ... fortunately/unfortunately, ... i have no doubt that... most importantly, … as far as i am concerned, ... ideally, ... it seems to me that... paradoxically/ironically, ... i am certain that... oddly enough, ... / most strikingly, i am absolutely convinced that... it is difficult to believe that... in this essay, i argue/sustain that.... it comes as no surprise that... learners’ voice in academic writing fallas & chaves no. 15 (july december, 2017) no. 15 (july december, 2017) 105 strong/mild commitment introduction/commentary of citations the fact is that.... brown rightfully asserts that... it is a fact that/ it is a well-established fact that... brown is quite right when he claims that... it has been scientifically proven that... i strongly agree with brown’s claim that... it goes without saying that... in the words of noted scholar, dr. brown, ... this proves/shows/demonstrates that... brown convincingly argues that... it is obvious/clear that... brown provides clear/convincing evidence that.... there is no doubt that.... dr. brown, authority in the field of education, asserts… this seems to suggest that... brown’s assertion demonstrates that.... thus, it seems reasonable to assume that... considering brown’s claim, it follows that... considering the above, it would seem that... considering brown’s claim, we can reasonably thus, it appears that... our contention is that the student writers’ mastery of the basic norms of academic writing —unity, coherence, support and sentence skills—does not suffice to develop a strong discoursal and authorial voice. they also need to gain skill in the use of lexical bundles, boosters/ hedges and stance-taking strategies, which has the potential to aid them in developing a stronger discoursal and authorial voice, which in turn can make them feel more confident about their own writing and help them write more academically. this, however, does not come without complications, as appropriate use of these devices “… requires making decisions (usually tacitly) about such matters as when to tune up or down one’s level of commitment to assertions, whether and how to comment on the significance of evidence, whether and how to engage with alternative perspectives; how to construct a text that engages with the imagined reader…” (hyland 2004, 2005; qtd in lancaster, 2014). not addressing these much-needed skills in composition classes may imply leaving the students on their own to guess what is taken to be good writing in academic spheres. and while some may argue that this is an impossible mission, students’ awareness of these aspects may constitute fertile ground for them to better understand their professors’ feedback and continue to work on their own to navigate unity, coherence, support, sentence skills, coupled with lexical bundles, boosters/hedges and stance-taking strategies, as they develop skill in making rhetorical moves that fit their purpose(s) and align with the highly regarded features of scholarly writing (rhetorical and cultural view). learners’ voice in academic writing fallas & chaves no. 15 (july december, 2017) no. 15 (july december, 2017) 106 methodology as foreign language teachers and learners, we have gone through the tensions and struggles that writing an academic paper entails. when we were efl students, however, there was nothing we could do to resolve the feelings of anxiety and alienation triggered by our writing tasks. yet, now that we are seasoned efl instructors, we resolved to change the customary composition class to help our pupils build a stronger discoursal/authorial voice in their academic writing pieces6. the participants and the context of the study we worked with two groups of students from two majors at universidad nacional in costa rica (una): (1) b.a. in tesol and (2) b.a. in efl. both groups were in their second year and taking their second composition course. group 1 was comprised of eight students whose ages ranged from 19 to 25 whereas group 2 had a total of 15 students whose ages ranked from 19 to 24. throughout the semester, they had to write classification, comparison/contrast, cause/effect, and argumentative essays. for this study, however, we analyzed their last essay (argumentative) because they had had 5 months of exposure to sample essays and feedback about their use of the target devices. as part of this study, students were given three workshops along the second semester of 2016. in the first one, they were exposed to examples of lexical bundles and given a published paper to identify instances of how professional writers used them. for the second, they were part of a session on boosters/hedges and were given a handout with ‘neutral’ statements, which they had to re-write using boosters/ hedges (an activity they thought was helpful because it allowed them to see how one can intensify or tone down one’s ideas). before writing their argumentative essay, they participated in a session on stancetaking strategies, followed by sample essays/papers to illustrate their use. for every essay up to the final one, we gave them feedback on the target devices. 6 this is not a pre-test/post-test type of study. thus, it is out of the scope of this paper to compare their present writing skill to their past one. we aimed to collect their perceptions regarding their struggles and tensions as they tried incorporating the target linguistic and rhetorical devices in their writing. as two of the composition professors in the department, we know for certain that this was the first time the participating students were introduced to these target devices, which they also acknowledged in the surveys. learners’ voice in academic writing fallas & chaves no. 15 (july december, 2017) no. 15 (july december, 2017) 107 data collection and interpretation upon completion of the course, we requested the students’ permission to use digital versions of their essays, which we examined by quantifying the number of instances of lexical bundles, boosters/ hedges, and stance-taking strategies. this analysis allowed us to notice which of devices the students embraced more willingly or had the most difficulties with. in addition, we passed a survey to collect their opinions regarding the extent to which the devices helped them gain confidence in their writing and develop a stronger discoursal and authorial voice. we used the patterns that emerged from this analysis to shed light on their use of each of the devices in their argumentative essays. in sum, we approached data analysis and interpretation both qualitatively and quantitatively. results of the study the analysis presented here is based on two sources of data: student surveys and the students’ final essay (argumentative). first and foremost, the student surveys allowed us to collect their opinions regarding the impact of using lexical bundles, boosters/hedges and stance-taking strategies on their overall writing skill and their struggles with the implementation of these linguistic and rhetorical devices. secondly, examination of their argumentative essays served to confirm the impressions gathered from the surveys and to track the devices that were more predominant in their writing. our analysis is divided into three major themes: (1) usefulness of the target devices, (2) instances implementation, and (3) tensions and struggles. usefulness of the target devices when asked about the impact the target devices had on their overall writing skill, students from both groups held diverse opinions. with regards to lexical bundles, while students from group 1 considered that these devices added coherence and unity to their writing (see figure 1), those from group 2 thought that these had multiple applications: professionalism, formality, easiness, elegance, variety of lexicon, relevance, and coherence (see figure 2). both groups combined, the highest number of students reported that lexical bundles added coherence (group 1) and professionalism (group 2) to their essays. learners’ voice in academic writing fallas & chaves no. 15 (july december, 2017) no. 15 (july december, 2017) 108 figure 1. student survey group 1 figure 2. student survey group 2 with respect to boosters and hedges, students’ opinions were not that divergent. learners from both groups coincided that boosters and hedges allowed them to state their opinions/positions more clearly and also to emphasize or de-emphasize (i.e. adjust the level of directness) certain ideas in their essays. as to their differences in opinions, subjects from group 1 stated that these devices boosted their overall writing skill whereas members of group 2 claimed that these also helped them to disclose their emotions and somehow connect to an imagined reader. this last aspect is worth noting, given that imagining a target reader and writing with the reader’s is normally difficult for students in composition courses. learners’ voice in academic writing fallas & chaves no. 15 (july december, 2017) no. 15 (july december, 2017) 109 figure 3. student survey group 1 figure 4. student survey group 2 finally, pertaining to stance taking, pupils from both groups concurred that these strategies enabled them to be critical and develop a strong position/voice throughout their papers. additionally, students from group 1 sustained that these strategies also added a sense of professionalism and naturalness to their writing, which they thought was one of the greatest gains in the course. students from group 2, on the other hand, claimed that these allowed them to imprint their own voice in their essays, which they think is a skill they will be able to transfer to other courses. overall, the highest number of students mentioned that stance-taking strategies had an impact on how they depicted their position/voice in their essays (authorial voice). learners’ voice in academic writing fallas & chaves no. 15 (july december, 2017) no. 15 (july december, 2017) 110 figure 5. student survey group 1 figure 6. student survey group 2 despite the differences of opinions, it is worth highlighting that all the students regarded the use of lexical bundles, boosters/ hedges and stance-taking strategies as having a positive effect: they all noticed that these different devices enable them to accomplish diverse purposes in their writing. beyond that, they referred to being critical, connecting to the reader, professionalism, unity, and coherence; concerns that are normally the domain of composition teachers. we interpret this as students realizing that academic writing is based on specific values and that writing is not about satisfying the professor but about communicating ideas that they can shape and adjust to portray themselves in their essays and connect to the reader. learners’ voice in academic writing fallas & chaves no. 15 (july december, 2017) no. 15 (july december, 2017) 111 instances of implementation as part of this study, we analyzed the students’ argumentative essays and counted the number of times they used each of the linguistic and rhetorical devices to trace any possible preferences. as shown in figure 7, the least employed device was lexical bundles (147 instances), which, as they explained, oftentimes weakened their own voice. although they reported that stance-taking strategies (200 instances) allowed them to position themselves in the paper, they also sustained that boosters and hedges were most useful (228 instances), as these enabled them to better connect to the reader by appealing to reason, ethics and emotions in the way they treated the topic under discussion and developed the arguments they were putting forth. figure 7. student survey groups 1 and 2 although not all uses of these three devices were accurate (as evident in their essays), we could notice they had started making rhetorical moves that enabled them to be cautious when suggesting or criticizing, to be passionate and firm about long-held values/beliefs, and to treat the topics with relative authority and confidence. next, we showcase excerpts from the argumentative essays to illustrate the students’ use of lexical bundles, boosters/hedges and stance-taking strategies. it is important to point out that by the time they wrote this essay, they had already employed lexical bundles and boosters/hedges in two previous written pieces (comparison and contrast / cause and effect), but it was their first time using stance-taking strategies. for the purpose of clarity, we designated excerpts of essays written by students from group 1, the letter a and from group 2, the letter b. as notable in excerpt b, student 1 utilized three lexical bundles (discourse organizers), two boosters and four stance-taking strategies (disclosing emotions and providing criticism) in one of the body learners’ voice in academic writing fallas & chaves no. 15 (july december, 2017) no. 15 (july december, 2017) 112 paragraphs of her essay on dating and the role of women. contrary to our finding of students’ preference for boosters/hedges, this student clearly favored lexical bundles, which added coherence and flow to her piece. on the contrary, as evident in excerpt a, student 2’s choices reflect students’ overall inclination for boosters. in her paragraph, she used two lexical bundles, five boosters and two stance-taking strategies not only to show her commitment to the topic and claim, but also to validate her own experience as a mother. (b) there has always been the common belief that, when it comes to dating, women must adopt a passive role and wait for men to make the first move. by the contrary, when a woman takes the initiative, all of society, including her female counterparts, disapproves of her behavior and alleges that she is doing wrong. even women themselves think twice before attempting such an approach. as was pointed out in the previous paragraph, this is due to the teachings given to girls in their childhood by their families and society. nevertheless, it is important to state that those backward thoughts are completely wrong and not properly sustained. truth be told, the fact that women make the first approach does not undervalue their integrity, either as women or as human beings. one major drawback of this female mentality is that women worry more about what other women think of their actions and do not take into account men’s perspective, which is ironic seeing that men do not see this behavior as wrong. on the contrary, for some of them, being asked out by a woman is nice and admirable. (dating – student 1) (a) it has been scientifically proven that breastfeeding is utterly important for both the mother and child. i strongly believe that there is nothing pointless in giving breast milk if there is a high chance to reduce cancer. moreover, infant formula will never supply children with all the substances that breast milk does. the author convincingly argues that, “it is important to note that the antioxidant potential in breastmilk is more efficient than infant formula and bovine milk” (kannan, 424). even though infant formula was created to feed babies, it is not the best option if mothers can provide breastmilk. (public breastfeeding – student 2) figure 8. excerpt from students’ argumentative essay another pattern we noticed is that not all students, in either group, abundantly included rhetorical devices they were exposed to during the essay course. as exemplified in the following excerpts, some learners used boosters (1a: 3; 1b: 2), lexical bundles (1a: 0; 1b: 0), and stance-taking strategies (1a: 1; 1b: 2) much less than their peers, who incorporated boosters (2a: 3; 2b: 6), lexical bundles (2a: 2; 2b: 4), and stance-taking strategies (2a: 3; 2b: 1) in a greater number of instances. learners’ voice in academic writing fallas & chaves no. 15 (july december, 2017) no. 15 (july december, 2017) 113 (1a) “more than half of lgbt workers hide their sexual orientation in their workplace” (catalyst.org). you can ask yourself, why do they do that? the answer is very simple; they hide their sexual preferences because they have been discriminated against or they are extremely afraid of being judged. nowadays, homosexual people are still being criticized because of their sexual inclination. even though a lot of people still think that being gay or lesbian is wrong or evil, i am absolutely convinced that it is something very natural, and homosexuals deserve our respect. (the wrong idea – student 3) (2a) second, it is unpleasant that parents think they do not have any responsibility in their children’s health. it is a fact that what kids see, especially from their parents, is something they will be imitating during their development, and that is why it is extremely common to see obese adults (parents) with obese kids. it seems to me that they think it is normal, and even though genetics have a lot to do in these situations, i am absolutely convinced that if parents are aware of their children’s health, they will provide them a better adolescence and adulthood. in fact, if these kids’ parents have unhealthy eating habits like eating junk food or lots of fats, or sedentary behaviors such as staying at home watching television and doing nothing, their children are possibly going to imitate those behaviors because those are seen as normal. (childhood obesity – student 4) (1b) how would you feel if you adopted a child and everyone started pointing at you to judge the decision you made? what would you do if you had to deal with the challenging legal processes and the people’s opinion just to have the kid you were not able to have by yourself with your partner? these are not just questions for homosexual people. certainly, the main reason for any couple to adopt is for they cannot have biological children by themselves, and this affects homosexual couples as much as heterosexual couples since the will of having a kid transcends sexual orientation. but what makes the difference between a heterosexual and a homosexual couple adopting? it comes as no surprise that it is the people and religious organizations that are against homosexuals adopting. it can eventually become a legal and social challenge for homosexual people since these others believe that homosexuality is a sin and the child should never be exposed to this kind of behavior. it is an evidently rough process that they have to deal with, and i strongly believe that it should not be that way since they are not doing wrong to anybody. (same sex marriages – student 5) (2b) the idea of making decisions through logical and rational thinking has always been supported by numerous philosophers and stoic individuals. it is believed that emotions should not be involved when an important task or decision is at stake, otherwise, the results would be highly negative. due to this, the significance of emotions regarding decision-making has been strikingly ignored. notwithstanding the above, there have been several studies and analyses that have revealed learners’ voice in academic writing fallas & chaves no. 15 (july december, 2017) no. 15 (july december, 2017) 114 the importance of emotions when it comes to decision making and action taking. even though rational thinking is one of the most effective tools in order to face life and its challenges, the role of emotions in decision making -and many other aspects with respect to life is imperative and unavoidable. (emotions and decision making – student 6) figure 9. excerpt from students’ argumentative essay another relevant aspect that stood out was the absence, in some cases, or fewer instances, in others, of hedges throughout students’ essays. in the following excerpts (a and b), the use of boosters is tangible since paragraph a contains five and paragraph b, seven. by contrast, zero hedges were utilized in passage a and b. in fact, we noticed that the use of hedges was not a common practice among our learners. by way of further illustration, figure 12 below shows pupils’ preference for boosters over hedges. this figure demonstrates that from a sample of six argumentative essays from each group, students employed boosters 3.5 times more often than they did hedges. (a) as a conclusion, it is really important to say that the closure that the death penalty provides for victims, the cost of the death penalty versus life in prison, and the fear that the death penalty causes on would-be criminals are not the only reasons many people use as arguments to agree with this capital punishment. even though those are not the only ones, i can certainly say that it does not matter which reason people bring, i will totally disagree with the death penalty. if the goal of any punishment, as stated above, is to teach us those things we should not do, then the justice system should more adequately teach the criminality of killing by refusing to partake in it. (the death penalty – student 7) (b) further, recent evidence suggests that socio-affective bond is another area in which euthanasia evidently has a huge impact. marc groenhuijsen is quite right when he claims that many people have “vastly diverging opinions” and “strong feelings” while discussing about euthanasia (3). there is no doubt that when a person wants to undergo euthanasia his/her family will be utterly concerned about this decision, particularly because it is not great news to find out that a loved one is about to die. it is obvious that it is one of the reasons why people are against this practice, even if they or one of their relatives have to face extreme pain before dying. it is important to mention that even though it is hard for family members to accept euthanasia being applied to one of their relatives, the ultimate decision is that of the patient who is suffering from pain, which is the reason euthanasia is difficult to understand in terms of life choice. (euthanasia – student 8) figure 10. excerpt from students’ argumentative essay learners’ voice in academic writing fallas & chaves no. 15 (july december, 2017) no. 15 (july december, 2017) 115 figure 11. students’ argumentative essay samples all in all, students’ inclination for boosters/hedges and stance taking strategies may be attributed to the fact that lexical bundles are pre-fabricated phrases that they need to incorporate into their writing – something they have been asked to do in previous courses and towards which they show resistancewhereas the other two are devices they can more easily tailor into their writing. as reported by the students, the ready-made phrases oftentimes seemed alien, dry and void to them; reason why they relied more on boosters/hedges more often. they also claimed that these last two gave them the tools to accomplish something they had not been given a space for in previous composition courses: take a strong stance and reflect more of themselves in their work. likewise, while the trend was for students to rely more on boosters/hedges and stance-taking strategies, this was not always the case. a few students seemed to have no problems with lexical bundles and used them abundantly in their essays. interestingly, these students also employed fewer instances of the other two devices. we could assume that these few students are comfortable with following structure and including prefabricated phrases (discourse organizers), but also feel less confident about or ready to develop a stronger authorial self. additionally, the finding that whereas most students used the target devices rather copiously and that a few decided to use them scantily, we interpreted in two possible ways: (1) they may have been showing resistance to the inclusion of the devices or (2) they feel they still need more systematic practice with them. similarly, the students’ clear overreliance on boosters over hedges may point to a similar conclusion. these two points are further examined in the subsequent section. learners’ voice in academic writing fallas & chaves no. 15 (july december, 2017) no. 15 (july december, 2017) 116 tensions and struggles while all the students from group 1 asserted that the usage of lexical bundles, boosters/hedges and stance-taking strategies helped them position themselves in the essays and better portray their own voice as beginner writers, students from group 2 had diverse opinions (see figure 13 below). in this latter group, eight learners said that these devices enabled them to develop a sense of voice, five were hesitant as to the impact of the target devices on their voice, and two claimed that there was no direct impact. these last two students, however, reported that the devices gave them a sense of direction or that they were still in the process of developing this sense of voice (discoursal and authorial voice). these numbers show that throughout the course, they faced tensions and struggles, which they voiced in the student surveys. figure 12. student survey as student 7 reported, “it was very strange because sometimes i felt that i had a voice, but in other essays i felt that i had lost it. at the end, what i found was that indeed all of them were part of my voice, but i don’t know how to categorize it or describe it.” student 8 provided a similar opinion regarding the development of her sense of voice: “i am aware i have a style and a voice, but i truly don’t know how to name it; however, it is there somewhere.” by and large, both comments reflect the ambivalence implicit in developing one’s discoursal and authorial voice. these two students have noticed that finding their voice is not an easy endeavor, but one filled with hesitation and uncertainty. other students gave different reasons for this lack of sense of voice despite exposure to lexical bundles, boosters/hedges and stancetaking strategies. while student 9 was grateful that he was given a space to develop his voice, he also pointed to the importance of time and more extended exposure: “before this course, i was not aware of this voice that each writer should have. along the course, i’ve been trying to learners’ voice in academic writing fallas & chaves no. 15 (july december, 2017) no. 15 (july december, 2017) 117 know more about myself in regards to writing; however, i think i have not found or discovered it, yet. some people figure it out easier than others.” likewise, student 10 voiced a similar concern: “i think those are useful weapons that helped me to find or to be close to my own voice, but i think i need to keep using them from now on because i want to include them in my writing in a natural way, not thinking about where and how i should use them.” as noted by these two students, natural use of the target devices takes time and practice. they rightfully assert that only by using them over and over, will they become able to employ them accurately in ways that actually reflect their own voice and help them develop a stronger sense of discoursal and authorial voice. another student (11) was more specific and direct as to what helped her develop her voice and what did not: “i think that lexical bundles are very useful for academic writing, but not for the voice. for example, in my case, my voice gets lost when i use them. boosters and hedges have helped me to identify my voice. however, i cannot be only direct or indirect all the time, so that may affect my voice a little bit. when i take a stand, i totally find my voice since i have the opportunity to say what i think.” she unabashedly expressed that not all strategies equally helped her, placing lexical bundles as the least advantageous and boosters/hedges, coupled with stance-taking strategies, as the most useful. her comment reveals the constant struggle students face in finding a balance between the expectations of academia and the diverse ways in which they can imprint their own style in their work. in fact, student 6, pointed to this when she wrote: “i think these strategies have helped us to find a balance between what academia expects from us and our voice when writing. all of us have different voices and styles and these can be noticed in the strategies, words, topics, and references we use.” needless to say, all the students in both groups reported that lexical bundles, boosters/hedges and stance-taking strategies added coherence, unity, professionalism, elegance, formality, and variety of lexicon to their writing – clearly sought-after features in the academic writing discourse community. even more importantly, they claimed that they could tone up or down the directness of their ideas, better state their position, and connect to the reader in ways they had not been able to, prior to this course. what they failed to see was a connection between these linguistic and rhetorical devices and their own voice as beginner writers, which comes as no surprise given the difficulty of finding middle ground between the highly valued features of academic writing and their own desire to write in ways that reflect their own voice. learners’ voice in academic writing fallas & chaves no. 15 (july december, 2017) no. 15 (july december, 2017) 118 conclusions all in all, the study of lexical bundles, boosters/hedges, and stance-taking strategies in composition courses renders positive results that can be observed in the sample student essays included above. as the participating students reported: (1) lexical bundles added professionalism, coherence, formality, and elegance to their writing, and (2) boosters/hedges, together with stance-taking strategies, helped them develop a stronger voice or position in their essays and connect to an imagined reader. as the student surveys and essays seem to suggest, socializing students into academic writing, while at the same time introducing them to lexical, linguistic and rhetorical sources (voice as individual and social/cultural accomplishment), is advantageous. they all reported that, to varying degrees, these devices equipped them to improve their overall writing skill, and more specifically, allowed them to state their positions more strongly and in ways that were more critical than in the past; all of which serve to justify the inclusion of voice in composition courses. although the overall results of the surveys and essays pointed to the students’ positive stance toward the inclusion of lexical bundles, boosters/hedges and stance-taking strategies, they showed a certain resistance to the inclusion of lexical bundles in their essays. this finding was illuminated by their opinions and perceptions that lexical bundles obscured their voice and felt alien to them. equally important it is to consider that some still failed to see how these target linguistic and rhetorical devices could translate into the development of their own discoursal and authorial voice. in hindsight, however, this study did not expose them to the many multiple purposes for which these devices are used nor to sufficient practice. this may be why they did not clearly see how these tools can potentially strengthen their discoursal and authorial voice. as instructors of the courses, however, we had the obligation to cover the official course contents/objectives, which limited the time we had to deliver longer workshops and provide abundant practice. even further, while the participants in this study were found to use the target devices vastly (in most of the cases) and to make certain rhetorical moves to connect to the reader and more clearly state their position, the scarcity of usage of hedges was evident. despite some exposure and practice with the target contents, these students did not seem to be aware of the importance of using hedges, which can be dangerous because: (1) the absence of these devices could be interpreted by the readers as arrogance and close-mindedness on the part of the writer, and (2) overuse of self-mentions, excessive disclosure learners’ voice in academic writing fallas & chaves no. 15 (july december, 2017) no. 15 (july december, 2017) 119 of feelings and unnecessary employment of boosters may undermine professionalism and seriousness in their written works. needless to say, we acknowledge that appropriate use of lexical bundles, adequate usage of boosters/hedges and conscientious stance taking are not easy to teach or learn, as it “… requires making decisions (usually tacitly) about such matters as when to tune up or down one’s level of commitment to assertions; whether and how to comment on the significance of evidence; whether and how to engage with alternative perspectives; how to construct a text that engages with the imagined reader…” (hyland 2004, 2005; qtd in lancaster, 2014). this was true in our study because at times our students felt that they were skillful at implementing these devices, and at other times, they felt otherwise. this unsteadiness of their skills with the target linguistic and rhetorical devices can also be verifiable in their essays. given that this study was conducted over the span of one course, it comes as no surprise that some (if not most) of the students did not feel fully confident using the target devices. recommendations in light of the findings discussed above, we now want to give the following recommendations, which we hope will guide future attempts at better understanding the benefits of including the concept of voice in composition courses: 1. for future studies with a similar purpose, the learners should be more explicitly taught how hedges -of the evidentializing and conjecturing typescan be utilized to mitigate criticism, suggest courses of action, and problematize the ideas/works of others. they should be made aware that hedges allow them to make such subtle shifts in emphasis by means of which they can connect to the reader more and accomplish particular rhetorical purposes. similarly, they should be shown abundant examples of how the strategic usage of lexical bundles helps them add to their work the features that the academic writing discourse community seeks for and highly values. finally, students should be made aware that stance-taking strategies are used both to agree and disagree. 2. the landscape described above calls for a systematic approach to the teaching of lexical bundles, boosters/hedges, and stance-taking strategies. as some students reported, the natural and accurate implementation of the target devices requires time and arduous practice. that is why we suggest that the english department learners’ voice in academic writing fallas & chaves no. 15 (july december, 2017) no. 15 (july december, 2017) 120 that hosts the programs these students are completing modify the composition courses and officially include lexical bundles, boosters/hedges and stance-taking strategies. this would allow for more time to be devoted to direct and extensive teaching and analysis of examples of the target devices as found in published papers written by experienced and seasoned academic writers. if these students are to graduate with solid academic writing skills, their development of their discoursal and authorial voice cannot be overlooked. 3. were lexical bundles, boosters/hedges, and stance-taking strategies to be officially included in the courses, composition instructors should be aware that attempts at helping students develop discoursal and authorial voice is an endeavor filled with ambivalence and uncertainty, as it “...involves processes of negotiation, adaptation, appropriation and resistance that can occur during the acts of conceptualisation, drafting and writing” (ivanič, 1998, p. 136). tensions and struggles, as was the case in this study, especially arise in composition courses where students are learning to write in their l2 at the same time that they are learning the contextually valued ways of academic writing. by and large, voice should then not be regarded as an easily teachable and measurable aspect of writing, but as a quality of writing that emerges over time. that been said, the assessment of voice should be approached with caution. 4. future studies of voice in l2 writing would also profit from the perspective taken in literacy studies, in which voice is understood (1) as ideological, (2) as a dialogically shaped perspective and (3) as appropriation and revoicing. the first one acknowledges that “individuals struggle with the tensions inherent in the voice that mediate their environment as they develop their own,” which is pivotal given that it recognizes that all writing ideological and “… a process of appropriating and expropriating others’ words” (sperling & appleman, 75). the second admits that the composition classroom, as a site where multiple ideas and perspectives about what constitutes good writing are shaped and negotiated, can potentially silence students’ voice (sperling & appleman, 75), as their own competes with other stronger voices such as the instructor’s and those of other seasoned writers. the last one recognizes that, as students compose, they engage in the process of shifting and amalgamating perspectives with their own as they develop their own voice; thereby appropriating and revoicing others’ voices (sperling & appleman, 77). all of these learners’ voice in academic writing fallas & chaves no. 15 (july december, 2017) no. 15 (july december, 2017) 121 perspectives alert us to the fact that the composition class can become a space where attempts at nurturing students’ voice can actually threaten, suffocate or suppress it. final remarks to conclude, as previously stated, neglecting to nurture a sense of voice, “... place[s] students at a rhetorical and interpersonal disadvantage, preventing them from communicating appropriate integrity and commitments, and undermining their relationships to readers” (hyland, 2002, 1092). forming confident, skillful writers calls for an exploration of the norms of academic writing, not only at the unity, coherence, and sentence skill levels, but also at the discoursal and authorial levels. students who find ways to put more of themselves in their essays are more likely to build a stronger sense of worth in the work that they produce. not addressing these much-needed skills in composition classes may imply leaving the students on their own to guess what is taken to be good writing in academic spheres. and while some may argue that this is an impossible endeavor, students’ awareness of these aspects may constitute fertile ground for them to better understand their professors’ feedback and to continue to work on their own to navigate unity, coherence, support, sentence skills, coupled with lexical bundles, boosters/hedges, and stance, as they develop a stronger sense of authoritativeness and presence in their writing. learners’ voice in academic writing fallas & chaves no. 15 (july december, 2017) no. 15 (july december, 2017) 122 references benesch, s. 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(eds) working with text and around text in foreign language environments. second language learning and teaching. springer, cham learners’ voice in academic writing fallas & chaves no. 15 (july december, 2017) no. 15 (july december, 2017) motivation factors of candidates teachers for their professions1 factores de motivación de los maestros en formación para elegir sus profesiones mehmet ali yarim, i̇sa yıldırım, and durdağı akan2* atatürk üniversitesi, turkey 1 received: november 9th 2021/ accepted: may 9th 2022 2 karazeybekli@hotmail.com; isayildirim@edu.tr; kallender35@gmail.com equitable language learning from efl to ecl to ce gist education and learning research journal. issn 1692-5777. no. 24 (january june, 2022). pp. 43-63. 44 no. 24 abstract the purpose of this research is to determine the motivation factors of teacher candidates regarding the teaching profession. for this purpose, this study was designed with a crosssectional scanning model, since the data collection process was carried out in one go. the research was designed with phenomenology, one of the qualitative research designs. the study group consists of 20 teacher candidates studying in various departments of atatürk university kazım karabekir faculty of education in the 2021-2022 academic year. the data obtained with the semi-structured interview form were analyzed with the help of content analysis. according to the results of the research, teacher candidates are more positively motivated by internal factors related to the teaching profession. almost all of the negative motivational factors are exogenous. it is seen that these motivational factors affect the attitudes and perceptions of teacher candidates towards their profession. it can be ensured that competent teachers who are motivated by their work can be trained by increasing the motivational elements that are seen as positive by the novice teachers and by reducing the elements that are seen as negative. in this way, significant gains can be achieved at the point of achieving educational goals. keywords: motivation; teacher motivation; intrinsic motivation; meaninglessness; extrinsic motivation; prospective teacher. resumen el propósito de esta investigación es determinar los factores de motivación de los candidatos a docentes respecto a la profesión docente. para ello, este estudio se diseñó con un modelo de barrido transversal, ya que el proceso de recolección de datos se realizó en un solo momento. el grupo de estudio de la investigación, que se diseñó con el patrón de fenomenología, consta de 20 candidatos a docentes que estudian en varios departamentos de la facultad de educación kazım karabekir de la universidad de atatürk en el año académico 2021-2022. los datos obtenidos con el formulario de entrevista semiestructurada fueron analizados con la ayuda del análisis de contenido. según los resultados de la investigación, los candidatos a docentes están más motivados positivamente por factores internos relacionados con la profesión docente. casi todos los factores motivacionales negativos son exógenos. se ve que estos factores motivacionales afectan las actitudes y percepciones de los candidatos a docentes hacia su profesión. se puede asegurar que los docentes competentes que están motivados por su trabajo pueden ser formados aumentando los elementos motivacionales que los docentes novatos ven como positivos y reduciendo los elementos que ven como negativos. de esta manera, se pueden lograr ganancias significativas al punto de lograr las metas educativas. palabras clave: motivación; motivación doçente; docente en formación; motivación intrínseca; sinsentido; motivación extrínseca; futuro docente motivation factors of candidates teachers yarim, yildirim & akan 45 no. 24 resumo o propósito desta pesquisa é determinar os fatores de motivação dos candidatos a docentes com relação à profissão docente. para isso, este estudo se desenhou com um modelo de barrido transversal, já que o processo de obtenção de dados realizou-se em um só momento. o grupo de estudo da pesquisa, que se desenhou com o padrão de fenomenologia, consta de 20 candidatos a docentes que estudem em vários departamentos da facultade de educação kazım karabekir da universidade de atatürk no ano acadêmico 2021-2022. os dados obtidos com o formulário de entrevista semiestruturada foram analisados com a ajuda da análise de conteúdo. segundo os resultados da pesquisa, os candidatos a docentes estão mais motivados positivamente por fatores internos relacionados com a profissão docente. quase todos os fatores motivacionais negativos são exógenos. observa-se que estes fatores motivacionais afetam as atitudes e percepções dos candidatos a docentes em relação a sua profissão. pode-se assegurar que os docentes competentes que estão motivados pelo seu trabalho podem ser formados aumentando os elementos motivacionais que os docentes principiantes veem como positivos e reduzindo os elementos que veem como negativos. desta forma, podem-se conseguir ganâncias significativas até conseguir as metas educativas. palavras chave: motivação; motivação docente; docente em formação; motivação intrínseca; sem sentido; motivação extrínseca; futuro docente motivation factors of candidates teachers yarim, yildirim & akan 46 no. 24 introduction t he success of the education system largely depends on the school subsystem. one of the most important human resources for schools to achieve their goals is teachers. the quality of teachers in the first years of their profession largely depends on the quality of teacher candidates trained in faculties. although many studies (ada et al., 2013; can, 2015; çiftçi, 2017) have been carried out on teachers’ professional motivation factors in the literature, there are no studies on the factors affecting the motivation of prospective teachers to learn the knowledge required by the profession and to perform the teaching profession. the assumption that teacher candidates’ motivation to teach and acquire knowledge and skills related to the teaching profession may have an impact on their professional qualification levels necessitated such a study. according to a study by şahin (2011), eighty-one percent of teacher candidates have negative thoughts about their professional future. teacher candidates think that the status of teachers is low and that teachers are not respected enough by the society (aydoğmuş & yıldız, 2016). similar research findings required revealing the perceptions of prospective teachers about the factors affecting their motivation to learn and do their jobs. the changing world conditions of the twenty-first century have also affected working life, and in this context, workplace motivation, one of the elements of organizational behavior, has become one of the most important concepts that are examined and paid attention to (de rijk et al., 2009). according to the dictionary of the turkish language association, motivation is defined as “the desire to switch to work or learning in vivo, motivation”. at the same time, it is used to explain the energy that is the cause of the behavior of the person in the group (tdk, 2019). in short, motivation is a dynamic state of arousal that initiates, directs, coordinates, strengthens, terminates and evaluates cognitive and motor processes as a result of desire and desire (dörnyei & ushioda, 2011). the concept of motivation, which has many definitions in the literature, is basically a concept belonging to the science of psychology and is considered as a force that motivates the individual to meet personal and environmental needs. effectiveness and productivity are significantly higher in organizations with highly motivated individuals. in this context, it will not go beyond a dream to expect organizations that care about the motivation of their employees and do not work in this direction to be successful (toker, 2006). studies on the factors that motivate individuals have attracted the attention of researchers for years. maslow’s hierarchy of needs approach is one of these studies. in addition, douglas mcgregor’s (x) and (y) theory, herzberg’s double factor theory, mcclelland’s need for achievement theory are studies that try to explain motivation. alderfer’s erg theory, adams’ equality theory, vroom’s expectancy theory, locke’s goal theory are the main theoretical motivation factors of candidates teachers yarim, yildirim & akan 47 no. 24 researches that try to explain the sources of motivation in different times and locations for the same purpose. one of the areas where individual motivation has been examined in recent years is schools, and researchers have been examining the motivation processes of teachers and educators for many year (yarım & ada, 2021). herzberg (1964) is of the opinion that giving subordinates the opportunity to develop themselves and show their talents and to be given time to achieve success increases the motivation of individuals. oplatka (2010) states that the main motivation factors for teachers are self-actualization, managerial sensitivity, a safe and friendly working environment, professional expertise, social prestige, being a partner in the vision and mission, participating in decisions and a sense of achievement. the main feature that distinguishes a high-energy school from others is related to the level of morale and motivation of the employees in that school (whitaker et al., 2009). teacher motivation in educational organizations is an extremely important situation that activates many factors in the school system and increases the effectiveness, efficiency and quality in practices. it becomes difficult for schools to be effective and efficient in case of negative effects such as teacher frustration, increased work stress, dissatisfaction and unhappiness. teachers have both internal and external expectations and needs. these needs are motivators. it is seen that teachers who experience intrinsic motivation make intense efforts to achieve a job and realize themselves. teachers with extrinsic motivation, on the other hand, can perform in order to obtain some resources with rewarding features such as salary, vacation, promotion. both intrinsic and extrinsic motivation play an extremely important role in human life. determining whether the teachers are intrinsically or extrinsically motivated will provide important data to the administrator. in this respect, it should be one of the most important goals of schools and administrators to carry out studies to increase the motivation of teachers both internally and externally in order to maximize their performance in the teaching environment (ud din et al., 2012). teachers’ motivation is more influenced by internal factors than by externally initiated factors such as salary, education policy, and reform and service conditions (barmby 2006). according to kayuni and tambulasi (2007), lack of motivation can have a negative effect on teachers’ commitment. understanding the importance of human resources in organizations is becoming increasingly important (davidson, 2005). human resources are accepted as the core of an organization, and highly motivated employees can undoubtedly have a great advantage in competitive environments (rasheed et al., 2015). teachers with low motivation levels will give up striving for the school’s goals and success, and they will negatively affect their students and other colleagues with the individual negativity they experience. teachers with high motivation are needed in order to provide a good education service to students in the education process in line with their interests, abilities and abilities, to raise self-realized motivation factors of candidates teachers yarim, yildirim & akan 48 no. 24 qualified individuals who are beneficial to the society in accordance with the aims of the education system, and more generally to ensure the growth and development of the country (cemaloğlu, 2002; kocabaş & karaköse, 2005). reeve (2001) states that motivation is generally influenced by two sources, internal and external. employees are intrinsically motivated when they get motivation from the job satisfaction, job design and work environment, etc., the nature of the internal work and the assigned tasks. extrinsic motivation is related to factors such as salary and reward system. motivated teachers are productive teachers because of their job satisfaction (osterloh et al., 2001). this contrasts with the bickel and brown’s study (2005), which found a significant link between the motivation of teachers in their schools and the use of external incentives given to them. bickel and brown (2005) emphasize that extrinsic incentives increase motivation more. rasheed et al. (2015), external factors such as salary and compensation packages, job design and working environment, performance and management systems affect teacher motivation. today, the current economic and social structure in turkey significantly affects the opportunities of individuals to choose a profession and settle in a job. difficulties in choosing a profession and finding a job cause significant accumulation in certain areas in higher education. teaching programs in universities are one of the most important areas in which these accumulations are observed. while the number of students who prefer teaching programs increases, the reasons and expectations of students for choosing this profession also vary. despite the high demand for teaching programs in universities, problems in the post-graduation appointment process, gradually decreasing teacher recruitment cause problems that threaten the mental health of individuals (yazıcı, 2008). teaching is a profession with high human sensitivity. individuals who choose the teaching profession are expected to have a high sensitivity towards the students and society they will serve, which is usually closely related to personal characteristics. teaching is not only a profession preferred for economic reasons, but also a profession pursued to provide psycho-social development and satisfaction. these are also important factors in the motivation of teacher candidates. the concept of motivation has a critical importance in ensuring a sustainable success in schools as well as in different sectors and organizations and increasing effectiveness and efficiency (herzberg, 2003). the attitude towards the teaching profession is important in terms of its impact on the processes during the practice of the profession (durmuşoğlu et al., 2009). this attitude is characterized by thoughts, feelings, performance and motivation related to the teaching profession (camadan & duysak, 2010). the motivation status of prospective teachers regarding their profession is closely related to their future commitment to their profession. novice teachers who are more motivated about their profession are more committed to their profession and are happy in their work (fokkens-bruisma & canrinus, 2013). the level of motivation affects the results such as fulfilling the responsibilities of pre motivation factors of candidates teachers yarim, yildirim & akan 49 no. 24 service teachers throughout their academic and professional lives, perseverance, being successful and being happy with the work they do (colengelo, 1997 as cited in aydoğan & baş, 2016). sinclair (2008) is of the opinion that the attitude and motivation of a preservice teacher in preparation for the profession will increase job commitment and job performance. in addition, the desire to gain prestige in the environment where they live and to make their families happy increases the motivation of candidate teachers regarding the profession (acat & yenilmez, 2004). considering in this context, getting a good academic education is extremely important for teacher candidates. at the same time, having a solid pedagogical background and field knowledge in terms of teacher abilities seems sufficient to be assigned to the profession in today’s assessment system. however, the reflection of all these abilities and competencies in the field depends on the motivation of the novice teachers towards their profession. considering in the context of studies in the literature on the subject, it is seen that individuals who are not motivated enough while preparing for the profession may have difficulties in behaving in accordance with the mission of teaching. for this reason, determining how the motivation levels of the prospective teachers are related to the profession and the variables that affect this level positively or negatively will provide new data and paradigms for both candidate teachers and administrators. in this way, teacher candidates will be motivated during the preparation for the profession, and important gains will be achieved in terms of achieving the educational goals by increasing the teacher’s commitment and performance. motivation of teacher candidates is also a very important variable with their level of benefiting from the education they have received and their upbringing. candidates who are not motivated enough for the profession may experience problems during the education phase and show weakness in terms of acquiring the necessary gains, knowledge and skills. candidates who are motivated towards the profession, in their education life; they are more successful in fulfilling academic skills such as doing the homework completely and completely, preparing for the exam and being successful, and completing the projects (colengelo, 1997 as cited in aydoğan & baş, 2016). similarly, gülerci and oflaz (2010) are of the opinion that motivation and motivation are closely related to success in academic life. as can be seen, the motivational status of candidate teachers for their profession is an extremely important variable that increases the quality of these actions that guide their actions both in their education life and in their professional life. in this sense, it is important to reveal the motivation levels of teacher candidates about doing the teaching profession and the factors affecting this level. in this context, the aim of this study is to try to determine the situations that motivate the teacher candidates towards their profession and the situations that disrupt their motivation. motivation factors of candidates teachers yarim, yildirim & akan 50 no. 24 in line with this general purpose, answers to the following questions were sought: 1. what are the factors that motivate teacher candidates towards the teaching profession? 2. what are the factors that reduce the motivation of teacher candidates towards the teaching profession? methodology research design in this study, which was conducted to reveal the motivational factors of teacher candidates, it was designed in a phenomenological pattern by using qualitative research method. phenomenology focuses on cases that we are aware of but do not have detailed information about (yıldırım & şimşek, 2006). in the selection of the study group, maximum variation and easily accessible case sampling, which is one of the non-probability sampling methods, was preferred. study group in the determination of the study group of the research, maximum diversity and easily accessible sampling methods, which are among the purposive sampling methods, were used. the study group in the research consists of 20 teacher candidates studying in various departments of atatürk university kazım karabekir faculty of education in the 2021-2022 academic year. in accordance with the purposive sampling method, the participants were determined from the 3 departments with the largest number of students (classroom teaching, turkish teaching, mathematics) and the 2 departments with the least number of students (computer teaching and preschool teaching). instruments a semi-structured interview form was used as a data collection tool in the research. before the interview forms were created, the literature on the concept was scanned and the studies were examined. as a result of the screening and preliminary interviews with the teacher candidates, a semi-structured interview form was developed for the purpose of revealing the positive motivation and negative motivation factors of the teacher candidates. in the interview form, two questions were asked to the teacher candidates. 1what are your internal and external motivation sources that enable you to learn this profession? 2what are your internal and external motivation sources that motivation factors of candidates teachers yarim, yildirim & akan 51 no. 24 encourage you to do this profession? the developed interview form was examined by three faculty members from the field of educational administration, and it was decided to implement it after necessary corrections were made in line with the suggestions. the interviews were conducted face to face with the teacher candidates. open-ended questions were read to the participants and their answers were noted down by the researcher. at the end of the interview, these notes were shown to the participants and their confirmations were obtained. data analysis the data obtained within the scope of the research were analyzed by content analysis method. content analysis is based on coding the obtained data, organizing the codes on a theoretical basis, and creating explanatory themes (yıldırım & şimşek, 2013; ekiz, 2015). the data collected within the scope of the research were first coded. afterwards, themes were created according to the content of the associated codes. information on the credibility, transferability, reliability and confirmability of the research in order to increase the credibility of the research, the opinions of the participants about the findings, comments and results were taken. in order to increase the transferability of the study, the research sample was defined in detail, and each stage of the study was explained in a clear and understandable way. before starting the interview, a conversation was held with each participant for the purpose of building trust and getting to know each other (lincoln & guba, 1986). the stability in the answers of more than one coder regarding the data sets is perceived as an indicator of reliability in qualitative studies (creswell, 2016). reliability in the study was calculated with the help of miles and huberman’s (1994) reliability formula = consensus / consensus + disagreement. the codes and themes were sent to another expert in the field of educational sciences, and this expert was asked to reclassify the codes under the heading of the determined themes. in the classification made by the experts and researchers, the agreement rate was determined as 76%. a consensus (reliability) of over 70% between expert evaluations is sufficient to prove the reliability of a research (miles & huberman, 1994). codes classified under different themes were re-examined by field experts and researchers and placed on agreed themes. at the last stage of the analysis, the findings were interpreted (yıldırım & şimşek, 2013; ekiz, 2015). consent of the participants was obtained for the interviews, and all interviews were conducted on a voluntary basis. participants were also informed that the data would only be used for scientific purposes and that their personal information would be kept confidential. motivation factors of candidates teachers yarim, yildirim & akan 52 no. 24 findings the data obtained from the research are presented in two parts as positive motivation elements and negative motivation elements. the negative motivational elements of teacher candidates were organized as two themes, internal and external factors. seven categories were created: individual factors related to these themes, assignment anxiety, professional difficulties, perception of the profession, managerial practices, pre-vocational education experiences and environmental factors. a total of 33 codes were created from the negative motivational data of the research. regarding the positive motivational factors, 2 themes were created as internal and external factors, and 6 themes were created: instructional usefulness, personal and professional development, idealized beliefs, environmental factors, professional opportunities and pre-vocational education experience. a total of 33 codes were created from the positive motivational data of the research. detailed findings on these themes and codes are presented in the tables below. table 1. motivational elements that affect teacher candidates negatively theme child theme codes intrinsic individual belief that you chose the wrong profession (o2) factors factors anxiety about not getting paid for one’s effort (s2 ) personal and professional inadequacy anxiety ( m1) external assignment exam condition for appointment ( b1,b3,m2,o3,o4 ) factors anxiety the thought of not being appointed (1b1,b2,b3,m1,m3,m4,b3,b4) perception of the family that they cannot be appointed (o1) interview application in the appointment process o4) professional anxiety about serving in the mandatory zone ( b3 ) challenges low teacher salary (b2,m3) difficulty of mission conditions (m4) current education system problems (b2,b3,t1) unnecessary workload (s2) obligation to combat unethical behavior (m1) teachers’ retirement at an advanced age (b1) perception of low professional reputation (b1 , b2 , m2 , s2) the occupation negative perspective towards the profession (o1 , o2) thought that the profession is abrasive (b1) the low level teacher-student relationship today (b1) managerial practices nepotism (b3,m3,o3) ineffective school management (s2) school administration does not value teachers (s4) lack of performance-based wage application (s2) not paying attention to extracurricular activities (s4) motivation factors of candidates teachers yarim, yildirim & akan 53 no. 24 pre-vocational attitudes of instructors (m1,m3,m4,o2) education unnecessary homework and projects (m2) experiences difficulty of the academic process (b1) belief in the inadequacy of the received education (o2) negative internship experience (q2) environmental examples of graduates working in different sectors (b1) factors family problems (b2) low student interest (t2,t3,s2) negative teacher model (t1,s1,o3) teacher profile who cannot produce a solution (s1) according to the data in table 1, motivation of teacher candidates is generally negatively affected by external factors. only 3 codes were obtained as a negative internal satisfaction factor, and only 3 of the prospective teachers stated that their motivation was negatively affected by individual internal factors. the thought of choosing the wrong profession, the perception of personal inadequacy and the expectation of getting paid for their efforts are internal factors that negatively affect motivation. according to the statements of the participants, it is the factors related to the anxiety of assignment that affect motivation most negatively (15). pre-service teachers stated that their motivation decreased mostly because of the perception they developed that they could not be appointed (8). exam pressure for appointment (5), expectation of family and environment (1) and presence of interviews in the appointment process (1) are other external factors that affect teacher candidates the most. the theme of professional difficulties was the theme with the most codes, with 7 codes. negative perception of the living conditions of the places to be assigned, low salary expectation, professional workload and attitude towards the system, ethical concerns and the long service period in teaching are the factors that negatively affect the teachers gathered under the theme of professional difficulties. the perception of low reputation towards the teaching profession (3), the attitude of the instructors in the teacher education process (3), the negative teacher models in the environment (3), the negative perception of student interest (3) are among the external factors that negatively affect the motivation of the teacher candidates. the statements of the participants were taken in turkish and translated directly into english by the english language experts, and some of them are below. “it’s a lot to be assigned. i often think about what i will do if i am not appointed. the exam scares me a lot. the fact that retirement in teaching is so long and people don’t care about teachers makes me unmotivated. my friends are studying in better departments and will have better opportunities (b1), “the teaching profession is not as popular as it used to be. those who work as teachers receive the same salary as those who do not work. i had a hard time in the internship, which scares me. the indifference of the students demoralized me” (s2). motivation factors of candidates teachers yarim, yildirim & akan 54 no. 24 “the fact that the appointment is dependent on the exam reduces my motivation a lot. i have exam stress” (o4) “i am very depressed when i see myself as inadequate. i don’t know anything about teaching. being appointed is very unfair, the fact that i don’t know anyone who can deal with them affects me negatively, and my teachers’ constant telling that we will have difficulties in teaching at school breaks my motivation” (m1). “fear of not being appointed reduces my motivation a lot” (b4). table 2. motivation elements that affect teacher candidates positively theme child theme codes intrinsic instructional gaining knowledge (b1 , o2) factors usefulness transfer of knowledge and experience (b2,b3 , m1,m2,m4,s3,t3) opportunity to do life coaching (m1,s1,s3,o3) personal and possibility of self-development (b2,o1 ) professional professional development opportunity (b3 , o1) development seeking professional competence (b3) desire to make a difference (b3 , s3) opportunity to experience theoretical knowledge (s1) idealized contribution to production (b1) beliefs desire to be useful to society (m2 , m4) social status (b1 , o3) desire to raise individuals compatible with national and universal values (m2 , m3,t2,s3) atatürk’s mission to teaching (t2) sense of patriotism (s2) ideal teacher models around (o1) belief in the sanctity of the teaching profession ( m1 , m2 , s2 , o1 , o3 ) child love ( t1 , m1 , m3 , s4 , o2,o3 ) profession love ( o4 ) external environmental family expectation ( m1 , o3 ) factors factors awareness of students’ parents about education ( o1 ) expectation of attention and respect from students ( s4 ) learning expectation in students ( s1 , b2 ) professional job opportunity ( b1,m4,o3,b1,b3,o4 ,) opportunities vacation opportunities ( o4 ) occupational comfort ( o4 ) satisfactory income ( o4 ) pre-vocational teaching the two elements positive attitude ( o1 ) education positive experience and relationships in the internship ( t4 ) experience motivation factors of candidates teachers yarim, yildirim & akan 55 no. 24 when the data in table 2 is examined, it is seen that internal factors affect teacher candidates’ motivation more positively. a total of 19 codes were created that affect pre-service teachers internally, and pre-service teachers made 45 statements related to these codes. the theme of instructional usefulness includes the elements that most affect positive motivation. the idea of transferring knowledge and experience is the internal factor that motivates candidate teachers the most (7). the fact that the teaching profession has the potential to be a life coach is another factor in the positive motivation of teacher candidates. the idealized beliefs theme, on the other hand, was the theme with the most diverse code. regarding this theme, the expressions of love of children (6), belief in the sanctity of the profession (5), desire to raise value-oriented students (3), desire to be useful to society (2) are the motivation factors most frequently emphasized by pre-service teachers. in the context of positive motivational factors, 9 codes related to external processes were obtained and there are 16 participant statements regarding these codes. the fact that the teaching profession offers job opportunities is the most motivating external factor (6). family expectations, expectations for students and parents, vacation and income opportunities, and the attitudes of instructors are among the other external motivation factors. some of the statements of the pre-service teachers interviewed about their extrinsic motivation are given below. “the fact that i will teach what i know to young minds increases motivation (t3)”, “it motivates me to teach new things to students, (e2)”, “the thought of holding students by the hand is that i will be life coaching them. i’d love to be called a teacher. my parents want me to be a teacher. it is very important for me to have a certain income (o3), “it increases my motivation to transfer everything i have learned so far to someone. while doing this sacred profession, raising children who are devoted to their homeland and nation and working for my country has a positive effect on me (m2). it is my biggest goal to be useful to this society that raised those little puppies and to shed light on them. other factors that motivate me are the greatness of this profession and my family’s desire for me to be a teacher” (o3). discussion and conclusion in this study, which was conducted to determine the factors affecting the motivation of teacher candidates, 27 positive motivation factors were determined. of these positive motivational factors, 17 are intrinsic and 10 are extrinsic. 45 of the statements of the participants are related to intrinsic motivation and 17 of them are related to extrinsic motivation elements. in the study, 33 factors related to negative motivation motivation factors of candidates teachers yarim, yildirim & akan 56 no. 24 elements were determined. 30 of them are external factors and 3 are internal factors. while the participants made statements about extrinsic negative motivation 57 times, they made only 3 statements about intrinsically negative motivation. in the context of these results, it was seen that teacher candidates mostly had positive motivation stemming from internal factors. instructional usefulness, personal and professional development needs, and idealized beliefs were found to be internal factors that increase the motivation of novice teachers. pre-service teachers experience a high level of intrinsic motivation for the profession due to their potential to convey what they know, their desire to guide life, the thought of raising value-oriented students, their love of children and their belief in the sanctity of the teaching profession. guaranteed job opportunities for many years; they are motivated externally by factors such as vacation, salary and comfortable job opportunities. in their study, where they analyzed 27 studies on the subject, yarım and ada (2021) found that male and female teachers had similar qualifications in terms of motivation factors and levels. similar to the results of the research, there are studies in the literature that teachers experience more work motivation (koçak, 2002; polat, 2010) . in their study, akhan and kaymak (2021) concluded that the teaching practice on candidate teachers makes a difference and provides an intrinsic motivation for the teaching profession. ada et al. (2013) and arslantaş et al. (2018), in their study on different primary and high school teachers, they concluded that, unlike the results of the study, the participants were more motivated externally. similarly, büyükses (2010) and deniz (2021) found that external factors are effective in his study on teachers’ motivation. çifçi (2017), on the other hand, concluded that organizational working opportunities are effective in increasing the motivation of teachers. income opportunities, convenience of working opportunities, social status, wideness, completeness of necessary materials, equal workload, physical opportunities, low workload, personnel rights are among the factors that increase the motivation of teachers (atmaca, 2004; ertürk & aydın, 2017). considering these results in the literature, it can be said that pre-service teachers were motivated by internal factors before they were appointed, while they were motivated by external factors in the teaching process after they were appointed. the change in the perception of the profession after being appointed, the professional difficulties experienced, working under difficult conditions, especially in the first years of the profession, and managerial expectations can be seen as the reason for this change in perception. similarly erdemir (2007), ekinci (2010), sarı and altun (2015) emphasized in their studies that teachers experienced problems in the first years of their profession, such as the place where they were appointed, their relations with top administrators, the disagreements they had with school principals, and the lack of positive colleague examples. it can also be interpreted as the perception of looking at the profession more professionally and taking care of the material elements, especially after being appointed, has developed. motivation factors of candidates teachers yarim, yildirim & akan 57 no. 24 assignment anxiety, professional difficulties, negative perception of the profession, negative pre-vocational education experiences, managerial bad practices and negative environmental factors are among the external factors that reduce the motivation of teacher candidates. exam and interview conditions for appointment, non-appointment, expectation of family and environment, anxiety to work in a compulsory region, low teacher salary, difficulty in workplace conditions, current education system problems, unnecessary workload, obligation to struggle with unethical behaviors, teachers’ retirement at an advanced age is low. professional reputation, negative perspective towards the profession are the most frequently mentioned negative extrinsic factors. the belief that he chose the wrong profession, the anxiety of not getting paid for his work, the anxiety of personal and professional inadequacy are considered as internal factors that negatively affect motivation by the candidates. these results show that exogenous factors affect teacher candidates’ motivation more negatively. ada et al. (2013), in their study on primary school teachers, similarly concluded that the participants experienced more negative motivation due to external reasons. in the research conducted by deniz and erdener (2016) on the motivation of high school teachers, external motivation factors such as economic concerns, environmental factors, and perspective on teaching came to the fore. similarly, there are many studies in the literature that external factors affect teachers’ motivation negatively (ünal & bursalı, 2013, yaman et al., 2010, ertürk & aydın, 2017, köse et al. 2018, yıldırım, 2008; göksoy & argon, 2015; yavuz 2018; aktekin & kuzucu, 2019, deniz, 2021). when considered in the context of these results, the presence of internal factors increases the motivation of pre-service teachers, but the negativity or lack of external factors reduces their motivation. this result confirms herzberg’s two-factor theory. according to herzberg, factors such as success, recognition, responsibility and professional development, and perspective to work are internal factors, and their presence is factors that increase the work motivation of employees. factors such as management policy, work conditions and colleagues, salary, promotion and vacation opportunities, job security are hygiene factors that cause job dissatisfaction. deficiencies in hygiene factors in an organization reduce the motivation of employees (özkalp & kırel, 2016). the motivational factors that teacher candidates feel positively should be supported by the cooperation of the university and the ministry both in the pre-service training process and in the in-service process. pre-service teachers are more concerned about external factors. for this reason, practices that will eliminate these concerns should be included both in the pre-vocational education process and in the process of selection and assignment to the profession. motivation factors of candidates teachers yarim, yildirim & akan 58 no. 24 references acat, m. b. & yenilmez, k. 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(2008). i̇lköğretim okulu öğretmen ve yöneticilerinin öğretmenlerin ödüllendirilmesine ilişkin görüşleri [opinions of primary school teachers and administrators on rewarding tea] kuram ve uygulamada eğitim yönetimi dergisi, 14(4), 663-690. motivation factors of candidates teachers yarim, yildirim & akan 63 no. 24 authors *doctor mehmet ali yarım completed his doctorate in gazi university in the field of educational administration. he works as a school principal in a school affiliated to the ministry of national education. his research interests are leadership, organizational behavior, classroom education, social networks in schools, and quality in education orcid: https://orcid.org/0000-0002-8168-8526 associate professor i̇sa yıldırım is working as a lecturer at atatürk university, faculty of education. his research interests are teacher training, leadership in teaching and assessment and evaluation in education. orcid: https://orcid.org/0000-0003-0365-3480 associate professor durdağı akan is a lecturer at atatürk university, faculty of education. his field is educational administration. his research interests are supervision and evaluation in education, leadership and school administration. orcid: https://orcid.org/0000-0002-5397-8470 how to reference this article: yarım, m. a., yildirim, i̇sa, & akan, d. (2022) motivation factors of candidates teachers for their professions. gist – education and learning research journal, 24. 43-63.https://doi.org/10.26817/16925777.1319 motivation factors of candidates teachers yarim, yildirim & akan gist1-2007.indd 7 presentación después de tres años de fundada y de haberse consolidado como la primera institución universitaria de educación bilingüe en colombia, única presenta a la comunidad académica de colombia el primer número de gist. en éste, se presentan los frutos del trabajo de varios académicos interesados de alguna u otra forma en la educación bilingüe y en campos afines a ésta. gist presenta a sus lectores una serie de artículos que bien pueden ser ubicados en tres grandes grupos, a saber: bilingüismo y cultura, reflexiones pedagógicas y misceláneo. dentro del tema del bilingüismo y cultura, contamos con un interesante aporte de néstor alejandro pardo, diversidad lingüística y tolerancia en colombia, en el cual se explican algunas formas de discriminación que sufren algunas lenguas colombianas distintas al español. walter david alarcón en, bilingüismo indígena en colombia, describe la situación actual del bilingüismo y la bilingualidad indígena en nuestro país; para esto hace referencia a conceptos como competencia comunicativa, situación comunicativa, dominio, diglosia, comunidad de habla, competencias simple y dual. en bilingüismo: la lengua materna ante la globalización, juan alberto blanco sostiene que el bilingüismo se puede constituir en una herramienta para acceder a la globalización como nuevo orden mundial, herramienta que nos permitirá «entrar y salir de la gran aldea, en la que se está convirtiendo el mundo.» en the dialectic of global language, murray rinsdale, presenta una serie de argumentos que van en contra de las creencias tradicionales relacionadas con aquello que hace a una lengua global. finalmente, en intercultural communication through experiential learning, josephine ann taylor presenta una propuesta basada en su experiencia como docente en única en la que se sugiere que para tener un contacto intercultural, y de paso, mejorar la competencia 8 comunicativa intercultural, se puede crear contacto con subculturas, no necesariamente foráneas, para que aparezcan «terceros lugares» en donde se puedan construir un conocimiento y un comportamiento cultural completamente nuevos por medio del contacto y el proceso de interacción mismo. en la segunda parte de este número de gist, relacionada con la reflexión pedagógica, presentamos tres artículos en los que se profundiza en la relación entre teoría y práctica en la enseñanza de lenguas extranjeras. en action research and collaboration: a new perspective in social research and language education, yamith fandiño propone a la investigación-acción como una práctica que permite integrar la investigación social y la colaboración para desarrollar conocimiento y ayudar a la resolución de problemas en las aulas, contrario a lo que, en opinión del autor, ha sucedido con los paradigmas de investigación tradicionales. en una línea similar, en on the nature of applied linguistics: theory and practice relationships from a critical perspective, william sánchez explora las relaciones que se dan entre la lingüística aplicada y otras disciplinas relacionadas con el aprendizaje y enseñanza de una segunda lengua desde la perspectiva de la relación entre la teoría y la práctica. finalmente, nancy agray, en currículo emancipatorio y enseñanza de lenguas extranjeras, ¿ficción o realidad?, analiza la pertinencia, viabilidad y posibles implicaciones de crear una propuesta curricular basada en el enfoque emancipatorio para el contexto de enseñanza de lenguas extranjeras en la pontificia universidad javeriana de bogotá. la última sesión de gist presenta una amplia revisión bibliográfica en le tema de la metacognición y el aprendizaje en colaboración preparada por ana maría llano. maría del pilar bravo en literacy creation and the supernatural in english romanticism explica cómo en el romanticismo se usaban recursos como la exploración de lo sobrenatural y de la “sabia” inocencia de la infancia, y los sueños y las representaciones apocalípticas y góticas de la realidad, en la expresión de la emoción. para finalizar, debra mckinney en english teaching and private enterprise in colombia hace una reflexión acerca de la cada vez más creciente necesidad de que los trabajadores del sector privado en nuestro país aprendan y desarrollen altos niveles de proficiencia en una segunda lengua, que en la mayoría de los casos es el inglés. este primer número de gist tiene como propósito dar a conocer a la revista como un espacio en el que todos los interesados en la educación bilingüe y campos afines puedan difundir sus reflexiones. el objetivo 9 para nuestras próximas entregas será el dar a conocer avances de las investigaciones que se llevan a cabo en única y consolidarnos como el órgano de difusión de las instituciones interesadas en la educación bilingüe en nuestro país. queremos agradecer a los autores de los artículos de este primer número por su desinteresada, pronta y atenta colaboración en el proceso de corrección y edición de éstos. éste agradecimiento se extiende a thomas gardner, josephine taylor, luz libia rey, nidia cortés, alicia escallón y luisa maría chávez por su labor en el comité editorial en calidad de evaluadores de los artículos. por último, queremos resaltar la invaluable colaboración de césar vivas valderrama, diagramador y creador del concepto visual de la revista. ricardo a. nausa t. director gist gist ii semestre 2016-9.indd 11 effectiveness of systemic text analysis in efl writing instruction1 efectividad del análisis de texto sistémico en la enseñanza de escritura de efl ender velasco tovar2* british council, bogotá, colombia abstract this action research study investigates the effectiveness of a model based on the theory of systemic text analysis for the teaching of efl writing. employing students’ pieces of writing and a teachers’ survey as data collection instruments, the writing performance of a group of monolingual intermediate level adult students enrolled on a private efl school in bogota, colombia was gauged before and after the model implementation. the results suggest that the proposed model is somewhat effective for the teaching of factual efl writing and that it has a seemingly positive effect on the writing performance of efl students in terms of cohesion and coherence at the paragraph level. keywords: efl writing, cohesion, coherence, thematic patterns, text analysis. resumen este estudio de investigación acción explora la efectividad de un modelo basado en la teoría de análisis sistémico de texto para la enseñanza del inglés como lengua extranjera. se utilizaron escritos de estudiantes y se aplicó una encuesta a los profesores como instrumentos de recolección de datos para determinar el nivel de escritura de un grupo de estudiantes adultos de nivel intermedio, matriculados en una escuela privada de efl en bogotá, colombia. los resultados sugieren que el modelo propuesto es hasta cierto nivel efectivo para la enseñanza de la escritura objetiva de efl y parece tener un efecto 1 received: may 30, 2016 / accepted: october 6, 2016 2 velasco_ender@yahoo.co.uk r es ea rc h a rt ic le s gist education and learning research journal. issn 1692-5777. no.13. (july december) 2016. pp. 11-33. no. 13 (july december 2016) no. 13 (july december 2016) 12 aparentemente positivo en el rendimiento de la escritura de los estudiantes de inglés como lengua extranjera en términos de cohesión y coherencia a nivel de párrafos. palabras clave: escritura efl, cohesión, coherencia, esquemas temáticos, análisis de texto. resumo este estudo de pesquisa ação explora a efetividade de um modelo baseado na teoria de análise sistêmica de texto para o ensino do inglês como língua estrangeira. utilizaram-se escritos de estudantes e aplicou-se uma enquete aos professores como instrumentos de coleta de dados para determinar o nível de escritura de um grupo de estudantes adultos de nível intermédio, matriculados em uma escola particular de efl em bogotá, colômbia. os resultados sugerem que o modelo proposto é até certo nível efetivo para o ensino da escritura objetiva de efl e parece ter um efeito aparentemente positivo no rendimento da escritura dos estudantes de inglês como língua estrangeira em termos de coesão e coerência ao nível de parágrafos. palavras chave: escritura efl, coesão, coerência, esquemas temáticos, análise de texto. effectiveness of systemic text analysis velasco no. 13 (july december 2016) no. 13 (july december 2016) 13 introduction the inability of some efl students to acquire high levels of proficiency in l2 writing has been the subject of heated discussions amongst teachers across many efl contexts, resulting in harsh critiques made by various professionals in terms of disorganisation and lack of coherence found in efl writing (horner & min-zhan, 1999; keck, 2006; olivas & li, 2006; wall, nickson, jordan, allwright & houghton, 1988; woodrow, 2006; and yu, 2009). linking theoretical concepts from systemic functional linguistics to the efl classroom, this study aimed to investigate the effectiveness of a model based on the theory of systemic text analysis (bloor & bloor, 2013) for the teaching of efl writing. this model entailed the application of three thematic patterns through text analysis tasks to a class of intermediate adult students as part of their writing instruction over a period of four weeks. students were first introduced to the basics of systemic functional linguistics theory and were asked to carry out theme and rheme analyses of three different texts. these included a biography divided into two parts, and a text about different types of paint. each analysis was used as the platform to introduce three different thematic patterns, namely continuous, zigzag and split. students then carried out further analysis of a text about poverty, in which they had to identify themes-rhemes and a mixture of thematic patterns. finally, they were asked to write their own paragraph collaboratively. in order to investigate the effectiveness of such a model, the study was based on these two research questions: to what extent is the proposed model effective for the teaching of factual efl writing? and does the proposed model have any effect on the writing performance of efl students in regard to organisation of ideas at paragraph level? the results suggest that the proposed model is effective to some extent for the teaching of efl writing and that it seems to have a positive effect on the cohesion and coherence of students’ paragraphs in factual pieces of writing. literature review theme and rheme based on systemic functional linguistics, a text is said to have cohesion and coherence when the language in it is organised and connected through structural and cohesive components. within structural components, halliday and mathiessen (2004) define theme in a clause as “the starting-point for the message: it is what the clause is going to be about” (as cited in eggins, 2004, p. 299). on the other effectiveness of systemic text analysis velasco no. 13 (july december 2016) no. 13 (july december 2016) 14 hand, rheme is identified as “everything that is not the theme” (p. 300). in other words, it could be said that the former is the subject of a clause which tends to be known because it has been mentioned before or can be worked out from the immediate context, and the latter provides new or unknown information which helps develop the topic or idea. the table below exemplifies this. table 1. sample sentence broken down into unmarked theme and rheme the example above can be considered as unmarked theme. however, on many occasions, proficient writers make different choices when packing information in a clause. while an unmarked theme indicates a common choice made by writers and equality of meaning in a clause, a marked theme denotes an uncommon choice and unusual balance of meaning. readers are prompted to the fact that meaning may need to be made from the context of the clause in a different way. the table below exemplifies this. table 2. sample sentences broken down into marked theme and rheme thematic patterns this refers to the different ways writers tend to introduce, package and organise information at paragraph level in pieces of writing (e.g. factual) in order to give these cohesion and coherence. bloor and bloor (2013) identify three main thematic patterns. in a continuous thematic pattern, the clauses within the same paragraph begin with what was identified as theme in the first clause. this pattern may be repetitive, but it gives a clear focus to the writing. the figure below illustrates this. . effectiveness of systemic text analysis velasco no. 13 (july december 2016) no. 13 (july december 2016) 15 figure 1. continuous thematic pattern (bloor & bloor, 2013, p. 90) this pattern may look like this: marianne north was born in hastings in 1830. she revealed a talent for drawing and developed a fascination for travelling from her father at an early age. she devoted the reminder of her life to painting after her father’s death in 1869. (text adapted from royal botanic gardens kew). in a zigzag thematic pattern, the clauses within the same paragraph begin with an item that was identified as part of the rheme in the first clause. this pattern gives more cohesion to the writing when a change in subject ought to be introduced, as opposed to when new themes are brought externally i.e. from outside the text. the figure below illustrates this. figure 2. zigzag thematic pattern (bloor & bloor, 2013, p. 91) this pattern can be exemplified as follows: miss north travelled widely, frequently enduring considerable discomfort in order to paint flowers in their natural habitats. the habitats she portrayed were colourful and vivid, often including representations of flowers and wildlife. her paintings achieved a high level of artistic competence, despite her lack of formal training. her lack of training, however, did not hinder her natural talent and speed for drawing and painting, sometimes completing a picture in one day. (text adapted from royal botanic gardens kew). effectiveness of systemic text analysis velasco no. 13 (july december 2016) no. 13 (july december 2016) 16 lastly, in a split thematic pattern, an item that was identified as part of the rheme in the first clause is divided systematically. subsequent clauses within the same paragraph are developed around such item, providing a pattern that gives clear organisation to the writing. cohesive devices such as firstly, secondly, then, etc. can be added to prompt readers even further. the figure below illustrates this. figure 3. split rheme pattern (bloor & bloor, 2013, p. 92) the text below exemplifies this pattern. many amateur artists first learn about three types of paint and the media in which pigments are suspended. oil paint is the product of pigments that are bound with a medium of drying oil. this oil is a mixture of linseed boiled with pine resin. pastel paint is a medium in the form of a stick, consisting of a pure powdered pigment and a binder. this binder has neutral hue and low saturation. acrylic paint is fast drying paint containing a pigment embedded in an acrylic polymer emulsion. this emulsion can be diluted with water, but it becomes water-resistant when dry. (text adapted from doerner, 1949) text analysis in the efl writing classroom it has long been recognised that the integration of reading as the basis for subsequent analysis can develop students’ awareness of writing subskills or “top-down and bottom-up strategies” (davies, 1988, p. 134). there is also a wealth of evidence suggesting that efl students’ writing performance is likely to improve when performing classroom tasks that involve reading and writing (cheng, 2008; connor & farmer, 1990; cumming & riazi, 2000; flowerdew, 2000; kongpetch, 2006; sidaway, 2006; yuan-shan & shao-wen, 2011), particularly within the genre-based approach to teaching efl writing. these tasks usually entail guided practice using genre templates through which the teacher scaffolds lexico-grammar and discoursal features found in texts. also, some authors have found a positive relationship between l2 teachingeffectiveness of systemic text analysis velasco no. 13 (july december 2016) no. 13 (july december 2016) 17 learning and linguistics theory instruction (cuenca; pastor, cited in rojas, 2014, p. 160). however, there is little information about research on the application of thematic patterns analysis with efl classrooms and its effectiveness in relation to writing instruction. therefore, this allows room for more specific studies, perhaps of a qualitative nature, to determine if systemic text analysis instruction translates into either progress or regress in terms of students’ writing skills. this has major implications for efl writing teachers in regard to the way the teaching of writing is approached and the variety of activities that have to be brought into the classroom. methodology research design the assumption in this study is that the application of the proposed text analysis model could potentially contribute to an increase in the writing performance of efl students, specifically in relation to organisation of ideas at paragraph level. therefore, the study set out to answer the following research questions: to what extent is the proposed model effective for the teaching of factual efl writing? and does the proposed model have any effect on the writing performance of efl students in regard to organisation of ideas at paragraph level? in order to find the answers to these two questions, this study compared students’ pieces of writing before and after an intervention based on a model using bloor and bloor’s (2013) thematic patterns described earlier. the intervention took place across four different text analysis tasks, and a subsequent collaborative writing task. due to its purpose, short time scale, practical nature, researcher involvement and immediate application to classroom issues, this study can be framed within the first cycle of an action research approach (bell, 2010). this strategy was chosen based on factors such as suitability, feasibility and ethics, bearing in mind that other strategies such as experiments or case studies would not be viable (denscombe, 2010). context and participants this study took place in a private english language school in bogota, colombia. the participants were a monolingual (spanishspeaking) group of 12 adult students enrolled on an intensive intermediate level general english course (b2) over a period of four weeks. during the study, participants received about ten hours of instruction per week under the communicative language teaching effectiveness of systemic text analysis velasco no. 13 (july december 2016) no. 13 (july december 2016) 18 (clt) approach. the class was made up of seven females and five males between the ages of 20 and 39. they all were either working or studying at the time of the study, and their motivations for learning english included personal development, further studies, and better employability prospects. the writing instruction proposed in the model as part of this study was embedded within the main course instruction and was not delivered as separate sessions. consent forms were signed and dated by each participant before taking part in the study. twelve teachers working at the same language school also took part in the study. their l1 was english, and they had a minimum of two years post-celta teaching experience in various contexts. their sole role was to give an overall assessment of the participants’ writing performance. data collection instruments data collection instruments included two sources: students’ artefacts and a teachers’ survey. students’ artefacts. in order to gauge participants’ progression or regression in terms of writing performance, students’ pieces of writing were collected before and after the model implementation, in weeks 1 and 4, respectively. these included factual paragraphs around three topics, namely: computer types, the seasons, and kinds of holiday accommodation. students were given 30 minutes to carry out the tasks which had a word limit of 120-180 words. the twelve students were divided into three groups of four. each group was then randomly assigned one of the three topics for the first task. the students wrote about the same topic for the second writing task after the model implementation. once copies of handwritten work had been made, students were asked to type in their pieces of writing and submit the soft copies. soft copies were cross checked against hard copies to make sure that no changes were made to the former. sampling was carried out using a non-statistical approach. that is, each participant in each of the three groups was assigned a number from one to four. these numbers were then written on separate cards and one participant from each group was randomly drawn to be measured in terms of his/her writing performance. in total, three samples, i.e. students were selected. although this might have caused issues with data reliability, the decision to select only three samples for the analysis was made purely based on the nature of the action research study. in other words, the time was too short (4 weeks) and the financial and human resources were limited (involvement of third parties to carry out analyses of thematic patterns was not viable). effectiveness of systemic text analysis velasco no. 13 (july december 2016) no. 13 (july december 2016) 19 teachers’ survey. in order to offer more consistency to the study, the twelve teachers were asked to assess each piece of writing employing a five-point likert scale based on the following question: understanding cohesion and coherence as the organisation of ideas, clear focus in the development of ideas, and linking between ideas through cohesive devices, how would you assess the cohesion and coherence of the following pieces of writing? 1) very poor, 2) poor, 3) acceptable, 4) good, or 5) very good? please give a reason (or reasons) for your choices. this, by all means, was not a complex and exhaustive statistical procedure. on the contrary, it was purely an internal peer survey exercise. data analysis and interpretation students’ artefacts. a qualitative analysis was employed. writing samples from the three selected students were coded to guarantee anonymity and then analysed for theme, rheme and thematic patterns (bloor & bloor, 2013) on both instances, before and after the model implementation. the implementation of the proposed model for the teaching of factual efl writing was carried out in weeks 2-3. the teacher-researcher implemented a workshop in which participants worked collaboratively through three text analysis tasks. students analysed three texts for theme and rheme. these analyses were the basis to introduce the continuous, zig-zag, and split thematic patterns. to follow up this session, students were asked to bring one example of the three patterns found in authentic material written in english, for example, magazines, newspapers, books, and so on. one week later, the teacher-researcher incorporated a second workshop in which students had to carry out a theme-rheme and thematic pattern analysis of a different text about “types of poverty.” then, students were asked to write a short collaborative paragraph on a topic of their choice in which one thematic pattern or a mixture of these was included. students shared the paragraphs and the teacher provided feedback. artefacts before the model implementation were coded as 1a, 1b and 1c whereas those afterwards were coded as 2a, 2b and 2c, assigning one letter to each of the three writing topics, a) computer types, b) the seasons, and c) types of holiday accommodation. in order to measure students’ writing performance, analyses were carried out grouping samples before and after the model implementation according to the three topics given to the students, i.e. computer types (1a-2a), the seasons (1b-2b), and types of holiday accommodation (1c-2c). the paragraph analyses were carried out by the teacher-researcher. effectiveness of systemic text analysis velasco no. 13 (july december 2016) no. 13 (july december 2016) 20 as the main concern in this study was the organisation of ideas at the paragraph level, grammar, spelling and punctuation errors were not taken into consideration. however, these were highlighted in grey during the analyses. teachers’ survey. the 12 teachers were divided into three groups of four people, and each group was presented with a pair of samples e.g. 1a-2a, or 1b-2b, or 1c-2c so they could give an overall assessment of cohesion and coherence within the likert scale. an important aspect during the data collection for this part of the process was that teachers were not told that the pieces of writing had been written by the same student, so they would not have any preconceptions about which samples had been written before and after the teaching intervention. they were asked to disregard grammar, vocabulary, punctuation and spelling mistakes during the assessments, and specifically focus on aspects of cohesion and coherence. teachers were given the opportunity to give reasons for their assessment. their qualitative comments were grouped into four categories coded for analysis: 1) organisation of ideas, 2) clear focus on development of ideas, 3) linking between ideas through cohesive devices, 4) other reasons. teachers’ assessments of samples were collected, organised and tabulated. as suggested when working with ordinal data (denscombe, 2010), the quantitative data from the peer survey was analysed by working out the mode (i.e. the most common answer) as a measure of central tendency, and the range as a measure of dispersion of data. quantitative data was contrasted to gauge any kind of progression or regression in the students’ writing performance. results this study was founded on general issues related to disorganisation and lack of coherence found in efl writing, and on the assumption that the application of a model based on the application of three thematic patterns through text analysis tasks could potentially contribute to an increase in the writing performance of efl students. the research was designed around two questions: to what extent is the proposed model effective for the teaching of factual efl writing? and does the proposed model have any effect on the writing performance of efl students in regard to organisation of ideas at paragraph level? analyses of samples 1a and 2a the contrast of analyses 1a and 2a showed that the proposed model is to some degree effective for the teaching of factual efl writing, and that students’ writing performance is likely to improve when carrying out tasks involving text analysis followed by writing. effectiveness of systemic text analysis velasco no. 13 (july december 2016) no. 13 (july december 2016) 21 in general, analysis 1a showed a rather disjointed paragraph with the majority of themes brought externally i.e. not related to previous themes or themes mentioned earlier in the text. it had too many external themes (2, 4, 5, 6, 7, 8 and 10), which prompted a lack of internal cohesion and coherence within the piece of writing. the word count in analysis 1a tallied 170 words. there were a few internal links between themes. for example, only themes 2-3 and 10-11 followed a continuous pattern, and rheme 8 theme 9 followed a zigzag pattern. rheme 2 showed a split thematic pattern including various computer types i.e. “[…]desk computers,notebooks, ultrabooks[…]”, but only one of these was subsequently developed later i.e. “a desk computer” (theme 5). this is shown in table 3 below. table 3. analysis of sample 1a no theme rheme pattern 1 the first computers used to be huge, as big as a whole room, and not very impresive in terms of power, but now 2 we have different types of computers, such as desk computers, external theme notebooks, ultrabooks and in a couple of year maybe 3 we will see quantum computers. continuous 4 every kind has its own advantages and disadvantages, for instance, of computer 5 a desk computer is more powerful and customisable than notebooks, but split from rheme 2 6 you can’t carry your desk pc in your bag which is very important if you are a university student or a bussiness man. external theme 7 nowadays, there are computers for everyone and every lifestyle and 8 the companies do great efforts to bring to life new funcionalities like external theme touchscreens, fingerprint recognition and 3d force touch on the pad track. 9 some of these could have sound like fiction on the past and now are a reality, so zig-zag funcionalis 10 we do not know what is going to be next but external theme 11 we can be sure that the next type of computers will be better continuous than ever. in contrast, although its word count was lower, analysis 2a seemed a more compact paragraph with plenty of themes linked internally resulting in better organisation within the paragraph. the word count in analysis 2a tallied 134 words. compared to analysis 1a, there were more internal links between themes and fewer themes brought externally. for effectiveness of systemic text analysis velasco no. 13 (july december 2016) no. 13 (july december 2016) 22 instance, themes 1-2 followed a continuous pattern, then an external theme i.e. “everyone” (theme 3) was brought in. rheme 4 was then split into “3 main types of computers”, subsequently developed in rheme 5 “desk pc”, theme 9 “laptops” and rheme 12 “ultrabooks”. each split was well developed later. for example, rheme 5 and themes 6-8 were linked through a zigzag-continuous pattern, themes 9-10 showed a continuous pattern, and rheme 12 and themes 13-14 followed a zigzagcontinuous pattern. this is shown in table 4 below. table 4. analysis of sample 2a no theme rheme pattern 1 computers have changed over the time. at the begining 2 they were big machines that only few people could use. continuous 3 nowadays everyone can use [them] based on their necesities. external theme 4 there are 3 main types of computers. 5 the most common is the desk pc, split 1 from rheme 4 6 this machine is not portable but zig-zag 7 it is the best choice to work with large programs and continuous 8 they are easier to modify in order to keep them updated. 9 in contrast, laptops are portable and easy to carry everywhere but split 2 from rheme 4 10 they have a lower capacity and are less adaptable. continuous 11 people use them to do task like sending emails, searching on [the] internet and other daily assignments. external theme 12 finally there are ultrabooks which have the same caracteristics of laptops, but split 3 from rheme 4 13 they are slimmer and lighter and unlike laptops zig-zag 14 they don’t have cd-room and internet port. continuous these results might be worthy in the sense that the proposed model could potentially be a valuable writing aid for teachers whose students find it hard to be precise and concise when writing within a word limit. also, these findings seem to contribute to other research in which a positive relationship between l2 teaching-learning and linguistics theory instruction has been found. analyses of samples 1b and 2b the contrast of analyses 1b and 2b corroborated the view of various professionals who have criticised the disorganisation and lack of coherence found in efl writing. on the whole, analysis 1b showed a fairly good use of internal links, but too many shifts in themes resulted effectiveness of systemic text analysis velasco no. 13 (july december 2016) no. 13 (july december 2016) 23 in a paragraph with a loose focus and a piece of writing that lacked coherence in relation to the task in hand i.e. “the seasons.” the word count in analysis 1b tallied 132 words. there were some internal links between themes, but the choice of themes assumed familiarity of the reader with the seasons, so these were not explained or developed appropriately. this can be exemplified by rheme 1 which mentioned the phrase “four seasons,” but only two seasons were mentioned later in rhemes 4 and 5. although themes 2-3 showed a continuous pattern, seasons would be expected to appear as themes as opposed to rhemes, but this was not the case. instead, the writer chose to use marked themes beginning sentences 4-5 and 8-9 with the impersonal pronoun “it” as the theme. then, “they” (theme 10) was linked back to “[…] these countries […]” (rheme 9). last, an external theme (“most people” line 11) was brought in and linked to themes 12-14 through a continuous pattern (“they-they-they”). this is shown in table 5 below. table 5. analysis of sample 1b no theme rheme pattern 1 there are four seasons. 2 each season cover 3 months in a year. 3 the seasons depends on the place you are in. continuous 4 it is common [that] while in one country it is winter, split 1 from rheme 1 5 at the same time [it] could be summer in another. split 2 from rheme 1 6 but seasons do not take place all over the world. 7 there are some countries where the weather changes every single day. 8 in some others, it rains most of the time. 9 it happens beacause these countries are near to the ecuador’s line or 10 they are close to the poles. zig-zag 11 most people prefer cities where they can have the 4 seasons, because external theme 12 they can buy different kinds of clothes, also, continuous 13 they are certain about what the weather is going to be like. continuous 14 and finaly, they can make especial plans for each season. continuous on the other hand, analysis 2b carried out after the model implementation seemed to have better cohesion and coherence due to a larger amount of internal links and more sustained themes throughout the piece of writing. effectiveness of systemic text analysis velasco no. 13 (july december 2016) no. 13 (july december 2016) 24 the word count in analysis 2b tallied 161 words. compared to analysis 1b, there was more consistency in terms of greater number of internal links between themes and themes. for example, rheme 1 showed a split thematic pattern in which the four seasons were included i.e. “[…] winter, summer, autumn and spring.”. each of these was developed later in themes 3, 7, 10 and 12. the “winter” (theme 3) was developed through a continuous pattern (“it” theme 4), and themes 5 and 6 were linked to their previous rhemes through zigzag patterns i.e. “[…] variable weather.” in rheme 4 and “[…] snow.” in rheme 5. the “summer” (theme 7) was developed through two consecutive continuous patterns (themes 8-9). the “autumn” (theme 10) was also expanded similarly in theme 11. the “spring” (theme 12), the last split from rheme 1, was developed through two consecutive continuous patterns (themes 13-14) and a zigzag one linking rheme 14 “[…] weather conditions.” and theme 15 “these conditions.” this can be seen in table 6 below. table 6. analysis of sample 2b no theme rheme pattern 1 one year has four seasons such as winter, summer, autumn and spring. 2 each season has a three month duration, although in the countries close to ecuator there are no seasons at all. 3 winter is the coldest season. split 1 from rheme 1 4 it has variable weather. continuous 5 the weather in winter can include low temperatures, wind and snow. zig-zag 6 snow during winter allows children to have fun making snow angels, zig-zag in some countries snowman and [having] snowbattles. 7 summer is the favorite season for most people because split 2 from rheme 1 8 it has sunny days with amazing weather. continuous 9 it let people to do more activities outside. continuous 10 autumn is when trees fall their leaves and the landscape start getting colorful with diferent tones like yellow, brown, orange and red. split 3 from rheme 1 11 it is usually windy and rainy. continuous 12 spring is the last one of the seasons. split 4 from rheme 1 13 this season is where flowers grow and all animals awake from their hibernation. continuous 14 it is a season with mild weather conditions. continuous 15 these conditions are perfect for outdoor picnics and laisure activities. zig-zag of course, the word limit in the paragraph after the model implementation was greater, which allowed the student more room to effectiveness of systemic text analysis velasco no. 13 (july december 2016) no. 13 (july december 2016) 25 extend ideas further. however, this could mean that the proposed model based on thematic patterns analyses carried out in the classroom is somewhat effective for the teaching of factual efl writing in the sense that teachers can point out alternatives students could use to develop and extend their ideas better without losing the focus in paragraphs. analyses of samples 1c and 2c the contrast of analyses 1c and 2c showed that the proposed model appears to have a rather positive effect on the organisation of ideas in factual paragraphs produced by efl students. the word count in analysis 1c tallied 127 words. generally, taking into account the task topic, it would have been expected to have more than one type of holiday accommodation included and developed in analysis 1c. there were some internal links between ideas, but, in general, this piece of writing was too short and not properly developed, and some themes chosen by the writer lacked coherence in relation to the task topic “types of holiday accommodation.” for instance, “[…] variety of holiday accommodation […]” in rheme 1 was developed through a zigzag pattern in theme 1 (“the most common places”). similarly “hotels” in rheme 2 was subsequently developed through a zig-zag pattern “those places places” in theme 3, and a continuous pattern “some of them” in theme 4. then, a new theme “you” (theme 6) was brought in from outside the text and developed using a continuous pattern. this is shown in table 7 below. table 7. analysis of sample 1c no theme rheme pattern 1 depending on the kind could find a huge variety of holiday accommodation of tourism like, you for all tastes and budgets. 2 the most common are hotels, where people can rest without having places in mind what to cook or what’s the time; 3 those places places offer services that can start from a place to sleep, to a luxury zig-zag suite with all the premium equipment you can imagine. 4 in adittion, some offer plans for their guests that can include breakfast, of them meals and snacks too. continuous 5 having that in, want to decide where to spend your holidays firstly external theme mind if you 6 you must have clear the kind of tourism you like or want; continuous defining if you want to rest, to meet new places or to experience new things. effectiveness of systemic text analysis velasco no. 13 (july december 2016) no. 13 (july december 2016) 26 conversely, analysis 2c appeared to have better cohesion and coherence because of the larger amount of embedded internal links in the text. the word count in analysis 2c tallied 166 words. compared to analysis 1c, analysis 2c was longer, had more internal links, and included more variety of content regarding themes. for example, an item in rheme 1 (“people”) was linked to themes 2-3 through a zigzagcontinuous pattern. four types of holiday accommodation options were introduced in rheme 3 and later split into themes 4 (“hotels”), 7 (“apartments for rent”), 10 (“camping”), and 13 (“hostals”). the first split was developed through two consecutive zigzag patterns in rhemes 4-5. the second split then followed a similar pattern linking rhemes 7-8. the third split, “camping” (theme 10) was developed through two continuous patterns (themes 11-12). the last split “hostals” in theme 13 was partly linked to theme 14 “the main disadvantage of this type of accommodation” which subsequently showed a zigzag pattern i.e. “bathroom” in rheme 14theme 15, as shown in table 8 below. table 8. analysis of sample 2c no theme rheme pattern 1 kinds of holiday are a difficult choice for people. accommodation 2 when people decides where to spend their holidays, zig-zag 3 they usually choose between the next four options: hotels, continuous apartments, camping and hostals. 4 hotels offer many services for their customers such as split 1 from rheme 3 restaurants, bars, swimming pools, etc. 5 however, the is directly related to its cost. zig-zag quantity of services 6 its cost depends on the number of stars. zig-zag 7 aparments for rent provides least services in comparisson with hotels while giving more privacy. 8 least services mean that sometimes people need to cook their own food. zig-zag 9 cooking is not ideal when you want to rest. zig-zag 10 the next option, is the cheapest kind of accommodation but split 3 from rheme 3 camping, 11 it is not a comfortable option. continuous 12 sometimes it involves sleeping outdoor in cold conditions. continuous 13 on the other hand, have reassonable prices while giving people the split 4 from rheme 3 hostals opportunity to meet more human beings. 14 the main is the lack of private bathroom. partially external disadvantage of this theme type of accommodation 15 a bathroom may have to be share between many people. zig-zag effectiveness of systemic text analysis velasco no. 13 (july december 2016) no. 13 (july december 2016) 27 once again, the word limit in the latter analysis was larger, so this gave the student more opportunity to develop ideas better and include more types of holiday accommodation. teachers’ survey results the table below shows the tabulation of the peer survey results according to the following coding. cohesion and coherence: 1) very poor, 2) poor, 3) acceptable, 4) good, or 5) very good. categories for open-ended reasons behind assessment: 1) organisation of ideas, 2) clear focus on development of ideas, 3) linking between ideas through cohesive devices, 4) other reasons. table 9. tabulation teachers’ survey results sample 1a reason sample 2a reason teacher 1 4 2 4 1 teacher 2 3 2 4 2 teacher 3 4 4 5 3 teacher 4 5 3 4 3 sample 1b reason sample 2b reason teacher 5 3 2 4 1 teacher 6 4 2 2 4 teacher 7 4 1 5 1 teacher 8 3 2 4 2 sample 1c reason sample 2c reason teacher 9 2 2 4 2 teacher 10 3 1 4 1 teacher 11 3 3 4 1 teacher 12 3 1 4 1 samples 1a-2a. a breakdown of the survey results for samples 1a2a showed that two out of four teachers (i.e. teachers 2 and 3) assessed the piece of writing after the teaching intervention slightly better in terms of clearer focus and usage of linking devices. one teacher saw no improvement, and another one (teacher 4) deemed the paragraph before the implementation better because of its usage of linking devices. the figure below shows a visual representation of these results. effectiveness of systemic text analysis velasco no. 13 (july december 2016) no. 13 (july december 2016) 28 figure 4. teachers’ overall assessment samples 1a-2a these results seem to partly contradict those from the qualitative thematic patterns analyses 1a-2a, and seem to indicate that the proposed model is not fully effective for the teaching of factual efl writing. it appears as though students’ writing performance is not always likely to improve solely as a result of the implementation of thematic patterns in paragraphs, and that cohesion and coherence can also be based on the linkage of ideas through cohesive devices. samples 1b-2b. the survey results for samples 1b-2b showed that three out of four teachers (teachers 5, 7 and 8) assessed the piece of writing after the teaching intervention slightly better in terms of organisation of ideas and clearer focus. one teacher (teacher 6) saw regress because of other reasons, in particular, the lack of coherence in relation to the wrong chronological order in which the seasons were introduced in the text, and the impression that some subtopics in the paragraph such as “snow” were not directly related to the main topic of the seasons. the figure below shows a visual representation of these results. figure 5. teachers’ overall assessment samples 1b-2b effectiveness of systemic text analysis velasco no. 13 (july december 2016) no. 13 (july december 2016) 29 these results seem to corroborate those from the qualitative thematic patterns analyses 1b-2b, in which the proposed model based on thematic patterns analyses and subsequent writing is somewhat effective for bringing organisation and clear focus to ideas within factual paragraphs. however, students may need to thread carefully around the logic behind the introduction of ideas, particularly, when chronological order is concerned. samples 1c-2c. the survey results for samples 1c-2c showed that four out of four teachers (i.e. teachers 9, 10, 11 and 12) assessed the piece of writing after the teaching intervention slightly better primarily in terms of organisation of ideas, and secondarily in relation to clarity of focus on ideas. the figure below shows a visual representation of these results. figure 6. teachers’ overall assessment samples 1c-2c these results seem to validate those from the qualitative thematic patterns analyses 1c-2c, where the proposed model appears to have a rather positive effect on the organisation of and focus given to ideas in factual paragraphs. mode before and after teaching intervention. a close look at the mode within reasons given by teachers for their overall assessment of pieces of writing in the survey reveals that the value that occurred most frequently among the set of answers in the paragraphs before the model implementation was 2 (i.e. clear focus on development of ideas), whereas the one afterwards was 1 (i.e. organisation of ideas), as shown in the table below. effectiveness of systemic text analysis velasco no. 13 (july december 2016) no. 13 (july december 2016) 30 table 10. mode before and after teaching intervention in general, it seems as though the majority of teachers, other than one group of teachers (i.e. teachers 1-4), assessed the paragraphs after the intervention slightly better than the paragraphs before the intervention. the mode within the reasons behind the assessments showed that those slight improvements were partly due to a change in the organisation of ideas. therefore, these results seem to validate those from the qualitative analyses which had shown that the proposed model appears to improve the organisation of ideas in factual paragraphs. conclusions overall, this study aimed to investigate the effectiveness of a model for the teaching of efl writing entailing the application of three thematic patterns (bloor & bloor, 2013) through text analysis tasks. the results of qualitative analyses showed that the samples after the model implementation seemed to be better developed and included more internal links within the paragraphs. they appeared to have more continuous, zigzag, and split thematic patterns bringing more variety and better organisation to the pieces of writing. moreover, a sample after the model implementation, which had a shorter word count than its counterpart before the implementation, was deemed more compact and better organised. this could potentially place the proposed model as a useful tool for teachers to help students become more precise and concise when writing within a word limit. the results of teachers’ quantitative assessments tended to confirm those from the qualitative analyses, which had shown that the proposed model appears to aid the organisation of ideas at the paragraph level. however, cohesion and coherence can also be brought into writing via other means such as cohesive devices. students may need to be careful with how ideas are presented, particularly when chronological order is a main concern e.g. the order in which the seasons occur. effectiveness of systemic text analysis velasco no. 13 (july december 2016) no. 13 (july december 2016) 31 therefore, it could be concluded that the implementation of a model based on thematic patterns analysis is somewhat effective for the teaching of factual efl writing. such a model has a seemingly positive effect on the writing performance of efl students in terms of their paragraph cohesion and coherence. the results of this study suggest that giving students practice in recognising different ways of packaging and organising information in texts through text analysis tasks appears to translate into moderately more cohesive and coherent pieces of writing. the results of these analyses appear to confirm bloor and bloor’s (2013) view that thematic patterns serve as a channel to introduce, package and organise information cohesively and coherently at paragraph level, and also davies’s (1988) idea that integrating reading as the basis for subsequent analysis can develop students’ awareness of writing subskills. indeed, the results of this research need to be taken with caution, as they are particular to the context in which this study was carried out. for instance, being an action research project, the results here are limited by factors such as data reliability in relation to the researcher’s involvement, which means that results could not be generalised to all teaching contexts. the fact that only three students were measured in terms of progress or regress in their writing performance poses major questions in the study. ideally, if the samples produced by the 12 students before and after the model implementation (i.e. 24 samples in total) had been analysed, this would have made the data more robust. future studies could perhaps enquire further into the application of the same model to groups of students in other contexts e.g. young learners. also, it would be worth gauging successive impact of the model on students’ writing performance in subsequent writing tasks at later stages within the action research cycle. researchers could potentially explore the role of l1 in relation to the model application and the distance between l1 and l2. for instance, would research on the application of the model with chinese and arabic efl students produce similar results? ultimately, the outcomes of this study can only be seen as a further alternative to the never-ending process of teaching-learning efl writing, and as a minor contribution to rojas’s (2014) idea of narrowing down the gap between the role of linguistics theory and its applicability to the efl classroom. effectiveness of systemic text analysis velasco no. 13 (july december 2016) no. 13 (july december 2016) 32 references bell, j. (2010). doing your research project (5th ed.). berkshire: open university press – mcgraw-hill education. bloor, t. & bloor, m. (2013). the functional analysis of english (3rd ed.). oxon: routledge. cheng, f. w. (2008). scaffolding language, scaffolding writing: a genre approach to teaching narrative writing. asian efl journal, 10(2), 167-191. connor, u., & farmer, m. (1990). the teaching of topical structure analysis as a revision strategy for esl writers. in b. kroll (ed.), second language writing: research insights for the classroom, (pp. 126-139). new york: cambridge university press. cumming, a. & riazi, a. (2000). building models of adult secondlanguage instruction. learning and instruction, 10(1), 55-71. davies, f. (1988). designing a writing syllabus in english for academic purposes: process and product. in p. robinson (ed.), academic writing: process and product, elt documents, 129 (pp. 130-142). denscombe, m. (2010). the good research guide for small-scale social research projects (4th ed.). berkshire: open university press – mcgraw-hill education. eggins, s. (2004). an introduction to systemic functional linguistics (2nd ed.). london: continuum. flowerdew, l. (2000). using a genre-based framework to teach organizational structure in academic writing. elt journal, 54(4), 369-378. halliday, m.a.k. & matthiessen, c. (2004). an introduction to functional grammar (3rd ed.). london: arnold. horner, b. & min-zhan, l. (1999). the birth of basic writing. urbana, il: national council of teachers of english. keck, c. (2006). the use of paraphrase in summary writing: a comparison of l1 and l2 writers. journal of second language writing, 15(4), 261-78. kongpetch, s. (2006). using a genre-based approach to teach writing to thai students: a case study. prospect, 21(2), 3-33. olivas, m. & li, c. (2006). understanding stressors of international students in higher education: what college counsellors and personnel need to know. journal of instructional psychology, 33, 217-222. effectiveness of systemic text analysis velasco no. 13 (july december 2016) no. 13 (july december 2016) 33 rojas, s. (2014). linguistics at university level: the challenge of its learning process in a program of bilingual education. gist education and learning research journal, 8 (january-june), 156-170. sidaway, r. (2006). the genre-based approach to teach writing. in english!, spring, 24-27. wall, d., nickson, a., jordan, r., allwright, j., & houghton, d. (1988). developing student writing – a subject tutor and writing tutors compare points of view. in p. robinson (ed.), academic writing: process and product, elt documents, 129, (pp. 117-129). woodrow, l. (2006). enlish in academic setting: a postgraduate course for students from non-english speaking backgrounds. in snow & kamhi-stein (eds.), developing a new course for adult learners (pp. 197-218). tesol publications. yuan-shan, c. and shao-wen, s. (2011). a genre-based approach to teaching efl summary writing. elt journal, 1-9. doi:10.1093/elt/ ccro61. yu, g. (2009). the shifting sands in the effects of source text summarizability on summary writing. assessing writing, 14(2), 116-37. texts adaptations in the literature review section examples of continuous and split thematic patterns. texts adapted from: royal botanic gardens kew – ‘marianne north and the north gallery, kew’. key information sheet k9. example of split thematic pattern. text adapted from doerner, m. (1949). the materials of the artist and their use in painting: with notes on the techniques of the old masters. new york: mariner books. author *ender velasco tovar holds a cambridge celta and dtells, and a ma in applied linguistics and tesol. he has over 10 years teaching experience in various contexts in the uk and colombia. he has written for specialized journals such as calj, and has recently published a book entitled a brief introduction to elt methodology. his research interests include: the application of text analysis to the efl classroom, efl writing and elt methodology. effectiveness of systemic text analysis velasco no. 13 (july december 2016) no. 13 (july december 2016) gist ii semestre 2016-9.indd 56 lexical competence and reading comprehension: a pilot study with heritage language learners of spanish1 competencia léxica y comprensión de lectura: un estudio piloto con estudiantes de español como lengua de herencia edna velásquez2* university of houston, usa abstract the basic questions that guide this study are: (a) what percentage of vocabulary from a passage would a spanish learner need to know to demonstrate ‘adequate’ (a score of 70 out of 100) comprehension of it? and, (b) what type of curve would best describe the relationship between vocabulary knowledge and reading comprehension? fifty-three students enrolled in two courses of spanish as a heritage language (shl) at a metropolitan university read a newspaper article, underlined the unknown vocabulary and then answered a reading comprehension test. our findings suggest, as in previous studies for english as a second language (esl), that a 98% of vocabulary coverage is needed to show adequate comprehension of an authentic passage. the curve that best describes this relationship was not linear as they concluded but was similar to a logarithmic function, which appears to suggest a relationship that obeys to a law of diminishing returns for spanish as a second language (ssl) reading. keywords: lexical competence, reading comprehension, spanish as a heritage language 1 received: may 26, 2016 / accepted: september 15, 2016 2 evvelasquez@uh.edu gist education and learning research journal. issn 1692-5777. no.13. (july december) 2016. pp. 56-74. velásquez no. 13 (july december 2016) no. 13 (july december 2016) 57 resumen los dos interrogantes básicos que se abordan en este estudio son a) ¿qué porcentaje de vocabulario de un pasaje debe conocer un estudiante de español para demostrar una comprensión ‘adecuada’ (un puntaje de 70 sobre 100)? y b) ¿qué tipo de curva es la que mejor describe la relación entre vocabulario conocido y comprensión de lectura? cincuenta y tres estudiantes matriculados en dos cursos de español como lengua de herencia en una universidad metropolitana leyeron un artículo periodístico, subrayaron el vocabulario desconocido y luego respondieron un cuestionario de comprensión de lectura. nuestros resultados coinciden con los de algunos estudios previos para el inglés como segunda lengua, en donde se concluye que se necesita un 98% de cobertura de vocabulario para demostrar una comprensión adecuada de un pasaje auténtico. la curva que mejor describe esta relación resultó no ser lineal como en estudios previos, sino similar a una función logarítmica, lo que sugiere una relación que obedece a una ley de rendimientos decrecientes para la lectura en español como segunda lengua. palabras claves: competencia léxica, comprensión de lectura, español como lengua de herencia resumo os dois interrogantes básicos que se abordam neste estudo são: a) que porcentagem de vocabulário de uma passagem um estudante de espanhol deve conhecer para demonstrar uma compreensão ‘adequada’ (uma pontuação de 70 sobre 100)? e b) que tipo de curva é a que melhor descreve a relação entre vocabulário conhecido e compreensão de leitura? cinquenta e três estudantes matriculados em dois cursos de espanhol como língua de herança em uma universidade metropolitana leram um artigo jornalístico, sublinharam o vocabulário desconhecido e depois responderam um questionário de compreensão de leitura. nossos resultados coincidem com os de alguns estudos prévios para o inglês como segunda língua, onde se conclui que se necessita um 98% de cobertura de vocabulário para demonstrar uma compreensão adequada de uma passagem autêntica. a curva que melhor descreve esta relação resultou não ser lineal como em estudos prévios, senão similar a uma função logarítmica, o que sugere uma relação que obedece a uma lei de rendimentos decrescentes para a leitura em espanhol como segunda língua. palavras chaves: competência léxica, compreensão de leitura, espanhol como língua de herança velásquez no. 13 (july december 2016) no. 13 (july december 2016) 58 introduction after several years of playing a secondary role in language teaching, vocabulary has recently gained prominence. this is in part due to the development of new language teaching approaches that grant it an important role in the process of second language acquisition and teaching. applied linguists are now paying more attention to the study of vocabulary acquisition, the way learners store and retrieve words, and the pedagogical implications arising from these findings. several research studies (lafford, collentine & karp, 2003; mochida & harrington, 2006; and read, 2000, among others) have found high correlations between vocabulary knowledge and other linguistic skills. while kelly (1991) and mecartty (2000) established a positive relationship between lexical competence and the development of listening skills, hawas (1990), koda (1989), laufer (1992) and meccartty (2000) found similar results for reading comprehension. in particular, these studies about the relationship between lexical knowledge and reading comprehension have been done primarily for english as a first and second language. in addition, similar studies have been conducted for the case of english as a foreign language (efl) in several countries. some of these studies have been replicated for other languages, but there are still very few studies focusing on spanish. scholars in the field of heritage languages (hl) have begun to explore the lexical competence of their speakers and its impact on the process of language (re)acquisition and teaching. for example, polinsky and kagan (2007) found high correlations between lexical proficiency and grammar knowledge for different heritage languages (russian, polish, armenian, korean, lithuanian and spanish). fairclough (2013) designed a lexical recognition test containing words from a frequency dictionary of spanish: core vocabulary for learners (davies, 2006). her aim was to measure the vocabulary size of heritage language learners of spanish in the usa. she concluded that receptive learners (those who understand spanish but have limited oral skills or are unable to speak it) recognize around 60% (approximately 3000 items) of the 5000 most frequent words in spanish, and that intermediate students recognize around 90% (about 4500 words from the 5000 most frequent). she then indicates that to be able to succeed in intermediate level classes designed for these learners, where an extensive reading of authentic material as well as writing is required, receptive learners would need to increase their lexical repertoire. since no empirical studies were found regarding the relationship between reading comprehension and lexical competence for heritage lexical competence and reading comprehension velásquez no. 13 (july december 2016) no. 13 (july december 2016) 59 language learners (hll) of spanish, this work aims to contribute by beginning a discussion on this matter. moreover, it will address the question of the existence of a lexical threshold, namely, the possible existence of an approximate percentage of words that students should know in order to understand an authentic reading passage. literature review bravo (2011) notes that one of the first appearances of the concept of lexical competence can be found in richards (1976). this researcher does not use the expression lexical competence but instead refers to knowing a word. the basic premises of his proposal are listed below: 1. vocabulary knowledge of native speakers continues to expand in adult life, in contrast to the relative stability of their grammatical competence. 2. knowing a word means knowing the degree of probability of encountering that word in speech or print. for many words, we also know the sort of words most likely to be found to be associated with the word. 3. knowing a word implies knowing the limitations on the use of the word according to variations of function and situation. 4. knowing a word means knowing the syntactic behavior associated with the word. 5. knowing a word entails knowledge of the underlying form of a word and the derivations that can be made from it. 6. knowing a word entails knowledge of the network of associations between that word and other words in the language. 7. knowing a word means knowing the semantic value of the word. 8. knowing a word means knowing many of the different meanings associated with a word. (richards, 1976, p. 83) as noted by lópez-mezquita (2007), richards’ proposal is the starting point of a significant number of studies with different research approaches and has served as a framework for further studies on lexical competence. the most recognized and used taxonomy that compiles and further elaborates on richard’s components is nation’s (2001). for lexical competence and reading comprehension velásquez no. 13 (july december 2016) no. 13 (july december 2016) 60 nation, knowing a word means being able to account for components shown in table 1 below. table 1. nation’s taxonomy of the components involved in knowing a word form spoken what does the word sound like? how is the word pronounced? written what does the word look like? how is the word written and spelled? word parts what parts are recognizable in this word? what word parts are needed to express the meaning? meaning form and meaning what meaning does this word form signal? what word form can be used to express the meaning? concept and what is included in the concept? referents what items can the concept refer to? associations what other words does this make us think of? what other words could we use instead of this one? use grammatical functions in what patterns does the word occur? in what patterns must we use this word? collocations what words or types of words occur with this one? what words or types of words must we use with this one? constraints on use where, when, and how often would we expect to meet this word? (register, where, when, and how often can we use frequency …) this word? (nation, 2001, p. 27) lexical competence and reading comprehension velásquez no. 13 (july december 2016) no. 13 (july december 2016) 61 the inclusion of the spoken form (pronunciation) and collocations stands out in this new model. in addition, nation distinguishes between receptive and productive vocabulary, recognizing that productive skills require higher levels of knowledge than receptive skills. two other dimensions that have been traditionally studied as part of lexical competence are vocabulary size and depth. to refer to vocabulary size (the amount of known vocabulary) some authors use the term breadth, while for referring to the quality of vocabulary knowledge (the depth of knowledge of words), the term used is depth. qian (1999) points out the lack of empirical studies that document the relationship between breadth and depth of vocabulary in reading comprehension. in a study with college students, he explored the role of breadth and depth of vocabulary in reading comprehension. he concludes that for esl students knowing a minimum of 3000 word families, there is a high correlation between the scores in a reading comprehension test and those in two vocabulary tests (one testing breadth and the other testing depth). bravo (2011) confirms the results obtained by qian for efl students. the author measured the vocabulary size of thirty-three university students at a chilean university by using the vocabulary levels tests. she also determined the depth of knowledge of this same vocabulary by using the word associates test. in addition, she assessed the students’ level of reading comprehension using the reading comprehension section of the test of english as a foreign language (toefl). this researcher concluded that the two dimensions – breadth and depth of knowledge of vocabulary– are strongly related to reading comprehension. however, the author observed that the two factors do not predict reading comprehension with the same certainty. the strongest and most significant relationship that she found was between breadth and reading comprehension at the 3000 word level and academic vocabulary. both bravo and qian, among other linguists, also recognize that effective reading comprehension is not only the product of a high lexical competence (vocabulary size and depth). for them, reading is a complex process that requires many more skills besides lexical competence. in other words, for effective reading comprehension to take place, several factors play an important role. among these factors, we can mention the following: a) grammar knowledge, b) previous cultural as well as topic knowledge, c) the effective use of reading strategies such as inference of meanings, d) personal skills to process information, e) personal motivation, and also f) the reader’s ability to engage with the text, among others. however, while these factors are all very important lexical competence and reading comprehension velásquez no. 13 (july december 2016) no. 13 (july december 2016) 62 in determining comprehension, it is the understanding of vocabulary that has shown to have the greatest impact, as discussed below. as cited in cartaya (2011), the relationship between reading comprehension and lexical competence had already been demonstrated for l1 reading by the eighties (anderson & freebody 1981; stanovich 1986; sternberg 1987). for l2 spanish, mecartty (2000) examined the relationship between grammatical and lexical knowledge in reading and auditory tasks with college students. he found that both grammatical and lexical knowledge correlated significantly with reading, but only lexical knowledge accounted for both the variation in reading comprehension and listening comprehension. koda (2005) presents evidence to support the idea of a bidirectional nature of this relationship according to which vocabulary knowledge and reading comprehension are “functionally interdependent.” the author states that both vocabulary comprehension and reading comprehension feed each other. that is to say, a reasonable amount of vocabulary contributes to being a good reader, and being a good reader is a key factor to acquiring more vocabulary. readers learn vocabulary through reading and consequently increase their vocabulary by improving their reading skills. laufer (1997) concludes that the greatest obstacle that the reader faces to comprehend a text is the lack of vocabulary. she then suggests that the starting point for increasing comprehension would be to guarantee that students acquire a lexical competence that prevents interpretation errors and leads to successful inferences from the context. the reader should recognize enough sight words in order to gain a lexical competence that helps to overcome the obstacles that impede reading comprehension. the question then arises: how much vocabulary does a second language reader need to know in order to evade the obstacles that arise in reading comprehension? in other words, what is the minimum amount of words l2 learners must have to be able to infer meaning and have a better understanding of a reading passage? laufer (1989, 1992, and 1997), as well as nation (1990, 2001 and, 2006), have agreed on postulating the existence of such a threshold in what is known as the lexical threshold hypothesis. according to this hypothesis, there is a minimum amount of vocabulary that l2 learners need to possess in order to reach acceptable reading comprehension. the first attempt to answer the question about the lexical threshold was laufer (1989). the author investigated how much vocabulary l2 lexical competence and reading comprehension velásquez no. 13 (july december 2016) no. 13 (july december 2016) 63 english students from the university of haifa needed to know to obtain a minimum score of 55% in a reading comprehension task. the score of 55% was the passing score required at the university of haifa. this researcher asked the participants to underline the unknown words from a reading passage and then she adjusted the results with a translation test. from the experiment, she concluded that the amount of vocabulary necessary to understand a text was 95% after this initial attempt, there were and still are many others that seek to confirm this finding. nevertheless, this still remains the most cited study and the frame of reference in the search for the lexical threshold in reading comprehension. however, the methodology used in this study was highly criticized, and even more controversial was the criterion of 55 % used for proper reading comprehension. years later, hu and nation (2000) compared the effect of 80%, 90%, 95% and 100% text coverage on reading comprehension of fictional texts among college esl learners. they concluded that none of the participants reached comprehension at 80% coverage and only a few students at 90% coverage reached an acceptable comprehension. some of the participants comprehended at 95% coverage, but most did not. according to these findings, the minimum lexical coverage that is necessary for an adequate comprehension of a fictional text is above 80%. furthermore, since coverage of 95% guarantees between 35% and 41% of comprehension for only some students, they conclude that a lexical coverage between 98% and 99% is necessary to achieve an adequate comprehension of a text. more recently, schmitt, jiang, and grabe (2011), in their study with esl students at different universities around the world, seeks to determine the nature of the relationship between the percentage of known words in an academic text and comprehension of said text. a total of 661 intermediate esl students from eight different countries were given a lexical recognition test with words from two reading passages, and they were later asked to answer a reading comprehension test about the passages. the results of this study confirm hu and nation’s (2000) assertion that 98% of lexical coverage is needed to achieve a satisfactory comprehension of reading texts. the authors of this study also show that the nature of the relationship between the percentage of lexical coverage and the percentage of reading comprehension is linear. it means that the more words the student knows, the more comprehension is achieved at proportional increments. to these empirical studies on the relationship between vocabulary and reading comprehension we can add the contribution of davies (2005) lexical competence and reading comprehension velásquez no. 13 (july december 2016) no. 13 (july december 2016) 64 for spanish as a second language. the objective of his investigation was to determine the relationship between vocabulary range and text coverage for spanish as a second language. the author concludes that with a limited vocabulary of 1000 frequent words, a learner of spanish as a second language is capable of recognizing between 75% and 80% of all words in a written text in fiction, or non-fiction and around 88% of all the words in oral discourse. he also finds that after the 1000 word threshold, increasing vocabulary does not augment comprehension significantly. with double the amount of words (2000), the lexical coverage only increases between 5% and 8%. accordingly, with a vocabulary of 3000 words, lexical coverage increases only between 2% and 4%. this is explained in table 2. the author concludes that a “law of diminishing returns” is visible here – learning additional vocabulary after the first 1000 words does not necessarily imply a proportional increase in lexical coverage. table 2. percent coverage by groups of words according to davies (2005) fiction non fiction oral 1st thousand words 76.0 79.6 87.8 2nd thousand words 8.0 6.5 4.9 3rd thousand words 4.2 3.5 2.3 first 3000 words 88.2 89.6 94.0 it can be seen from table 2 that, with a vocabulary of 3000 words, a student of spanish as a second language would be able to understand between 80 and 90 percent of any written text and 94% of a typical native speakers’ conversation. these percentages are lower than the ones found for esl by laufer (1989) and hu and nation (2000). davies does not explicitly state it, nor is it the aim of his work, to describe the nature of the curve that best accounts for the relationship between known vocabulary and reading comprehension. however, from his findings, it can easily be inferred that if a law of diminishing returns is in effect, the type of curve that best describe this relationship would be a function of the type seen in figure 1 and not a straight line like that of figure 2, as schmitt et al. (2011) concluded. lexical competence and reading comprehension velásquez no. 13 (july december 2016) no. 13 (july december 2016) 65 figure 1. relation between lexical competence and reading comprehension (davies, 2005). figure 2. relation between lexical competence and reading comprehension (schmitt et al., 2011) indeed, for the latter, there is a proportional relationship between the amount of words known and reading comprehension, which means that comprehension increases proportionally with the amount of known vocabulary. davies, on the other hand, asserts that knowing a larger number of words does not necessarily increase reading comprehension proportionally, given that the increments are progressively smaller with each gain in word knowledge. the best graph to illustrate this assertion is that of figure 1. the studies discussed so far are some of the most representative exploring the relationship between lexical competence and reading comprehension and some of the most cited studies for english and spanish l2. research on the same topic in spanish as a heritage language (shl) was found to be quite scarce, in part because this is a relatively recent field of study. as kondo-brown (2010) notes, there are no studies related to vocabulary and reading comprehension for shl, except rodrigo, mcquillan and krashen (1996), a quasi-experimental study that examined the effect of free reading in the academic vocabulary learning of these students. the authors concluded that free reading is beneficial for heritage speakers as it contributes to the acquisition of vocabulary and improves the students’ academic repertoire. methodology research design in order to acquire information on the relationship between lexical competence and comprehension of authentic texts for heritage language learners of spanish (hlls), a pilot study was conducted with two intermediate groups at a major urban university in the southwest of usa. the basic questions that guided this study were: (a) what percentage of words from an authentic passage would an lexical competence and reading comprehension velásquez no. 13 (july december 2016) no. 13 (july december 2016) 66 hlls need to know to demonstrate ‘adequate’ (a score of 70 out of 100) comprehension of it? and, (b) what type of curve (logarithmic --davies, 2005-or linear --schmitt, jiang & grabe 2011) would best describe the relationship between vocabulary knowledge and reading comprehension? it is worth noting that 70% was chosen to be the cut point for ‘adequate’ comprehension to reflect what most usa higher education institutions consider to be a passing grade. participants the participants in this study were 53 (34 female and 19 male) students enrolled in two intermediate level shl courses at the abovementioned university. they were placed at this level after taking the institutional placement test for heritage spanish learners. data collection instruments the two instruments utilized for this study were a reading passage and a reading comprehension questionnaire designed and piloted by the author. the passage, el clima enloquecido, was an authentic newspaper article about climate change, containing 441 words. the questionnaire contained 10 multiple-choice comprehension questions, each with four choices. the format chosen was that of a multiple-choice test which is widely used to test not only general knowledge but also reading comprehension. schmitt et al (2011) refer to this format as “a standard in the field of reading research” (p. 32). multiple choice tests have the advantage of being very practical to grade and they are very objective. furthermore if, as suggested by nation (2009), “4 choices are given, the learners have only a 25 percent chance of guessing correctly.” (p. 32) all of the questions asked students to draw inferences from the text which according to nation: …involves taking messages from the text that are not explicitly stated but which could be justified by reference to the text. this can involve working out the main idea of the text, looking at the organization of the text, determining the writer’s attitude to the topic, interpreting characters, and working out cause and effect and other conjunction relationships which might not be explicitly stated. (nation, 2009, p. 34) lexical competence and reading comprehension velásquez no. 13 (july december 2016) no. 13 (july december 2016) 67 procedure and data analysis after distributing the newspaper article, students were instructed to read it entirely, to identify the unknown words and underline them. then, the reading comprehension questionnaire was handed out, and they were asked to read the article at least once more, and as many more times as needed, to answer the ten comprehension questions. students had a total of 45 minutes to finish the test that was graded on a 0-100 scale assigning 10 points for each right answer and 0 to every wrong answer. table 3 shows the reading comprehension scores with their corresponding frequencies and figure 3 is the graph of their distribution. table 3. reading comprehension scores and frequencies score frequency % 40 2 4% 50 2 4% 60 6 11% 70 12 23% 80 15 28% 90 11 21% 100 5 9% average = 70 53 100% figure 3. distribution of score frequencies for the reading comprehension test subsequently, the underlined words in each one of the tests were counted to get the percentage of known words per student, and different ranges of lexical coverage were established for the whole sample. lexical competence and reading comprehension velásquez no. 13 (july december 2016) no. 13 (july december 2016) 68 finally, the average of the test scores on reading comprehension for each of the different ranges of lexical competence was found and all the data were tabulated. results figure 4 shows the average of the test scores on reading comprehension for each of the different ranges of lexical competence found. the graph demonstrates that a comprehension score of 70% is achieved somewhere between the 97.5 and 98.3 ranges of lexical competence, which seems to confirm schmitt’s findings for esl. our first question would then be answered by saying that this group of hll demonstrates ‘adequate’ (a score of 70 out of 100) comprehension of an authentic reading passage when they recognize around 98% of the vocabulary from the reading passage. figure 4. average reading comprehension per range of lexical competence figure 4 reveals a nonlinear relationship, i.e. it does not reflect a proportional relationship between lexical competence and reading comprehension. instead, it corresponds to a logarithmic function that would better reflect the law of diminishing returns suggested by davies. in other words, in this particular experiment, greater lexical knowledge did not necessarily lead to a proportional increase in reading comprehension. as mentioned before other factors besides lexical competence may affect reading comprehension. factors such as the reader’s grammatical lexical competence and reading comprehension velásquez no. 13 (july december 2016) no. 13 (july december 2016) 69 knowledge as well as his or her familiarity with the discourse structure of the text must contribute in some way to the understanding of a written text. also, textual factors, such as length, difficulty, or theme and individual factors, such as prior knowledge on the topic, interest, motivation, and ability to make inferences, must also influence a reader’s ability to comprehend a text. perhaps further studies of all of the above factors that affect reading comprehension would help us explain the type of graph found here. conclusions it can be concluded then that at least for this group, the relationship between vocabulary knowledge and reading comprehension did not increase proportionally. the answer to our second question would be that the nature of the relationship between the percentage of known words and the score obtained in a test of reading comprehension of an academic text, obeys the law of diminishing returns, best represented by a logarithmic function, as suggested by davies (2005). one of the limitations of this study was the limited number of participants (only 53 students) and the fact that beginner and advanced students were not included in this study, only intermediate. for this reason, it is impossible to generalize these results to all shl. another limitation was the reliability of the lexical competence instrument, that is, the underlying procedure used to measure the students’ lexical recognition that was criticized in laufer’s (1989) study with esl students. due to time restrictions, no additional tool was used to adjust the results obtained or to ensure that the students did not overestimate or underestimate their vocabulary knowledge. for future studies, it would be advisable to find a more reliable measure of lexical competence, such as a lexical recognition test and to use additional measures of reading comprehension such as reading recall protocol instruments, translation tasks, summaries, cloze tests, etc. future empirical studies could also address the same research questions but with different types of texts such as fiction and non-fiction. as of july 1, 2012, 53 million was the estimated hispanic population of the united states (17% of the total) and it is projected that by the year 2060, it will reach 128.8 million residents (31% of the total). not surprisingly, spanish is the second most-spoken language in usa with over 800,000 students (more than half of the total fl enrollment) taking spanish classes in institutions of higher education (mla survey, fall 2006). the high demand for spanish classes not only for second language learners but also for heritage language learners is lexical competence and reading comprehension velásquez no. 13 (july december 2016) no. 13 (july december 2016) 70 evident. in spite of this, research in the area is still scarce and language professionals continue to base their pedagogical practice, curriculum design as well as instructional and testing materials on research findings for esl. given the growing demand for spanish as a foreign and as a heritage language, it is imperative that scholars in the field start conducting their own research to identify effective teaching practices and curricular design. the importance of this study is that it helps corroborate the findings of previous research in esl for shl. according to these studies, vocabulary knowledge plays a much more important role in reading comprehension than it was previously recognized. if as shown here a large vocabulary is indeed the key to understanding and dissecting a text, it is clear that students need to devote more time and energy to the acquisition of certain high-frequency words. instructional as well as testing material and curriculum design should also reflect this reality in order to achieve better results in the process of (re)acquisition of spanish. as for lexical competence, it should be promoted from the basic levels and it should be reinforced throughout all courses. the implementation of all the traditional techniques of learning vocabulary, such as using high-frequency words lists, vocabulary flashcards, semantic maps, or word families as well as instruction on the use of the dictionary, are highly recommended. extensive reading activities are also very effective, especially at intermediate and advanced levels, to promote the development of a greater lexical repertoire. although it has been widely recognized the important role that extensive reading plays in vocabulary acquisition and in the development of strategies and reading skills, this activity is often neglected by students and instructors. for this reason, it is recommended that instructors provide sufficient opportunities for reading in spanish, both inside and outside the classroom. the nature of the relationship between lexical competence and reading comprehension found here makes evident that although vocabulary is an important factor in reading comprehension, it is not the only one. in fact, a large number of variables (such as grammatical knowledge, background knowledge, awareness of discourse structure, etc.) make independent contributions to reading comprehension. a thorough examination of all the variables that influence reading comprehension is impossible to accomplish in a single study. therefore, it is recommended to continue conducting both qualitative and quantitative research to advance, confirm and validate previous results lexical competence and reading comprehension velásquez no. 13 (july december 2016) no. 13 (july december 2016) 71 for esl. hopefully, in the future, these findings will be reflected in effective teaching practices and curriculum design as well as appropriate instructional materials for shl. researchers, instructors, students and all those committed to the development and maintenance of heritage languages and advanced biliteracy for their speakers, need a deeper understanding of the complexity of the reading process. shl students, in particular, pose new challenges to instructors. with this population, the principal language instruction objective pursued is to maximize the use of resources that these students already possess. however, once heritage learners have achieved this lexical access threshold, it is important not to disregard the other factors that might affect reading comprehension as well. lexical competence and reading comprehension velásquez no. 13 (july december 2016) no. 13 (july december 2016) 72 references anderson, r., & freebody, p. 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(2001). learning vocabulary in another language. cambridge, england: cambridge up. nation, i. p. (2006). how large a vocabulary is needed for reading and listening? canadian modern language review/la revue canadienne des langues vivantes, 63(1), 59-82. doi:10.1353/ cml.2006.0049 nation, i. p. (2009). teaching esl/efl reading and writing. new york: routledge. polinsky, m, & kagan, o. (2007). heritage languages: in the ‘wild’ and in the classroom. language and linguistics compass, 1(5), 368-395. qian, d. (1999). assessing the roles of depth and breadth of vocabulary knowledge in reading comprehension. canadian modern language review, 56(2), 282-308. read, j. a. s. (2000). assessing vocabulary. cambridge: cambridge university press. richards, j. c. (1976). the role of vocabulary teaching. tesol quarterly, 10, 77–89. rodrigo, v., mcquillan, j., & krashen, s. (1996). free voluntary reading and vocabulary knowledge in native speakers of spanish. perceptual and motor skills, 83(2), 648-650. schmitt, n., jiang, x., & grabe, w. (2011). the percentage of words known in text and reading comprehension. modern language journal, 95(1), 26-43. doi:10.1111/j.1540 4781.2011.01146.x author *edna velásquez teaches spanish as a heritage and as a second language at the university of houston. she holds a ma, and phd in spanish linguistics from the same institution. her areas of interest and research are spanish as a heritage language; bilingual and heritage language education; spanish/english as a second language; sociolinguistics and u.s.a spanish. lexical competence and reading comprehension no. 13 (july december 2016) no. 13 (july december 2016) gist2014finalfinal.indd 83 the effect of story read-alouds on children’s foreign language development1 la eficacia de la lectura de cuentos en voz alta en el desarrollo del idioma extranjero en niños catalina norato cerón2* fundación universitaria monserrate, colombia abstract this action research project examines the impact of reading stories aloud on the development of children’s reading and critical thinking strategies as well as on the improvement of english as a foreign language. analysis of journal entries and transcriptions of recordings of the sessions were used to gather the information. data collected revealed that children improved their speaking skills by talking about the story, and that they also learned new words they used to express their opinion even if they had a low proficiency in english. findings also revealed that resources and methodologies helped students develop their critical thinking as well as their reading comprehension towards books. keywords: reading comprehension, critical thinking, reading aloud, foreign language acquisition resumen este proyecto de investigación acción examina el impacto de la lectura de cuentos en voz alta en el desarrollo de estrategias de comprensión lectora y de pensamiento crítico así como también analiza el impacto en el aprendizaje del inglés como lengua extranjera. con el propósito de recolectar información se analizaron las notas de los diarios y se hicieron transcripciones de las grabaciones de las sesiones de lectura. los datos recolectados revelaron que los niños mejoraron sus habilidades de comunicación discutiendo diferentes aspectos del cuento leído, al mismo tiempo aprendieron nuevas palabras que emplearon para expresar su opinión, a pesar de tener un bajo nivel de inglés. 1 received: january 6, 2014 / accepted: april 4, 2014 2 cnoratoceron@yahoo.com gist education and learning research journal. issn 1692-5777. no. 8, (january june) 2014. pp. 83-98. tucker signing as a phonics instruction tool no. 8 (january june 2014) no. 8 (january june 2014) 84 los resultados también revelaron que los materiales y metodologías utilizados en las clases, contribuyeron a que los niños desarrollaran su pensamiento crítico y su comprensión lectora. palabras clave: comprensión lectora, pensamiento crítico, lectura en voz alta, aprendizaje de una lengua extranjera resumo este projeto de pesquisa ação examina o impacto da leitura de contos em voz alta no desenvolvimento de estratégias de compreensão leitora e de pensamento crítico, assim como também analisa o impacto na aprendizagem de inglês como língua estrangeira. com o propósito de recolher informação se analisaram as anotações dos diários e se fizeram transcrições das gravações das sessões de leitura. os dados recolhidos revelaram que as crianças melhoraram suas habilidades de comunicação, discutindo diferentes aspectos do conto lido, ao mesmo tempo aprenderam novas palavras que empregaram para expressar sua opinião, apesar de ter um baixo nível de inglês. os resultados também revelaram que os materiais e metodologias utilizados nas aulas, contribuíram a que as crianças desenvolvessem seu pensamento crítico e sua compreensão leitora. palavras chave: compreensão leitora, pensamento crítico, leitura em voz alta, aprendizagem de uma língua estrangeira introduction reading aloud as a pedagogical activity has been one of the most widely used methodologies in the elementary classroom. it helps develop learners’ enjoyment of reading as well as literacy skills. participants in this action research study were students attending classes once a week to learn english as a foreign language. the reading corner is an additional voluntary space provided by the institute where the study took place; these sessions are offered for students between 7 and 12 years of age. as the reading corner was an optional activity after class, the number of participants changed each session. the data was collected throughout one entire academic semester. the main objective of the reading corner sessions is to help students become successful readers by “developing critical thinking skills which allow them to analyze facts, organize and generate ideas, defend opinions and solve problems” (centro colombo americano, n.d.). in terms of social interaction, the purpose is to provide students with a different space and environment that helps them be in close contact with the language while they share ideas with other students. the effect of story read-alouds norato no. 8 (january june 2014) no. 8 (january june 2014) 85 the reading corner is intended to be a non-threatening activity since students do not have the pressure of being tested. nevertheless, some of them feel reluctant to participate actively because they do not know how to express what they want to say or they lack the words needed to express their opinion. consequently, this fear of participating often prevents them from enjoying the story. reading aloud has been practiced in different settings with the goal of improving reading behaviors and reading pleasure in students. however, little research has been done on the impact of this methodology on students who are learning english as a foreign language. this action research study aimed to understand to what extent reading aloud can develop reading comprehension and critical thinking skills, as well as to what extent reading aloud can improve students’ english level. literature review reading is one of the most important components of achieving a balanced literacy in children. however, reading in a different language is a demanding cognitive process where new words and structures have to be understood in order to make sense of what is being read to enjoy and understand the story. in the reading aloud context, the relationship between the reader, the child and the book makes a huge difference. in this perspective, constructivist and cognitive theories play an important role in the development of the present study. within the constructivist theories, vygotsky (as cited in pentimonti & justice, 2009) is the pioneer of the instruction theory which emphasizes the importance of providing children with an accurate instruction guide in order for them to master the abilities they are still acquiring. this theory is strongly related to the scaffolding process needed to learn and internalize a new concept or idea. indeed, learners require the support of the teacher to make the new knowledge accessible and comprehensible for them. thus, scaffolding becomes a bridge for transforming reading from a possibly dull activity into a fruitful and interesting one. in the same way, scaffolding and constructivism have to do with how students use their previous knowledge to build new mental structures. it is also important to include cognitive theories about second language acquisition, which are relevant to this study. krashen’s theory of comprehensible input (as cited in curtain, & dahlberg, 2004) explains that input should be the amount of language that the student understands plus a little more. this theory is derived from the input hypothesis, which states that the message conveyed to the child must the effect of story read-alouds norato no. 8 (january june 2014) no. 8 (january june 2014) 86 be understandable even if all the words are not familiar. cognitive theory is important for this study because reading engagement can be achieved if the child feels comfortable with the book and if its language is comprehensible. krashen’s concept of input just beyond the learner’s language level (i + 1) has to be considered when choosing a book to read aloud. mcdavid (n.d.) developed a rule to know how to select the right book to read. books are too easy if children already know almost all the words; books are too hard that contain more than five words in one page that the child does not know, and finally books are just right in which almost all the words on the page are known and just a few are new. these new words can be easily understood with just a little bit of help. thus, taking into account the criteria to choose an appropriate book will then enhance the child’s interest since the input would be i + 1 and the new vocabulary would not be above their level. story schemata or story grammar is also important to consider. understanding how a story is structured helps readers of all ages to make real sense of the story and therefore, to personalize it. mandler & johnson (as cited in rand, 1984) define story grammar as a set of episodes that occur in the story and allow the story to flow. dealing with story grammar helps readers define outcomes, expectations and reactions towards what is being read. lehr (1997) also considers the importance of analyzing how the episode generates a certain reaction in a character. this character then sets a goal that needs to be achieved along the story, and when it is achieved, the story ends. this theory is relevant for this study because the use of materials and methodologies that foster story grammar may help children develop their literacy understanding. vocabulary acquisition has also been studied when using interactive reading aloud strategies since acquiring new words is a reading skill that has to be developed to achieve comprehension and fluency. however, teachers should define the most appropriate instruction to maximize word learning without distracting children from the story itself. considering the previous aspect, kindle (2009) developed a study in which three different levels of instruction (incidental, embedded, and focused) emerged when analyzing the data. first, incidental exposure “occurred during the course of discussions, before, during, and after reading and resulted from teachers’ efforts to infuse rich vocabulary into class discourse” (kindle, 2009, p. 3). secondly, embedded instruction emphasized the meaning of the words that were provided along with the reading. finally, focused instruction “occurred when target words were considered important to story comprehension or when difficulties arose communicating word meaning” (kindle, 2009, p. 3). kindle’s findings the effect of story read-alouds norato no. 8 (january june 2014) no. 8 (january june 2014) 87 show that students learned words from the three types of instruction, and that this instruction promoted understanding without distracting from the reading. reading engagement is also achieved by the degree of enjoyment and comprehension of the book. sipe (2002) studied how readers’ engagement can be expressed in different verbal or physical ways. the author mentions how readers seek to understand the narrative elements of the story, including plot, setting, and characters. however, this level of comprehension does not necessarily increase engagement. that is why, when readers make the story their own, they “compare and contrast the events of the story to their own lives, saying ‘that happened [or didn’t happen] to me’” (sipe, 2002, p. 1). sipe examined the construction of literacy understanding (how readers construct meaning by supplying what is not written) by means of children’s responses to read-alouds. five different categories of understanding resulted from the analysis of the data: analytical, intertextual, personal, transparent, performative. these five facets were also affected by the stances assumed, the actions performed and the functions of the texts. children can also demonstrate engagement by drawing. ducan’s (1998) integrated competition hypothesis posits that visual input can portray things that words cannot. images in general are a great tool to express feelings and thoughts in a more pictured and visual manner. in this regard, pflaum & bishop (2004) asked students to draw one experience in which they were not engaged and one activity in which they were. in general, students demonstrated preferences for collaborative reading experiences. engaged readers not only have acquired reading skills, but use them for their own purposes in many contexts. they possess beliefs, desires, and interests that energize the hard work of becoming literate. from this perspective, motivation and social interactions are equal to cognitions as foundations for reading (guthrie & anderson, as cited in pflaum & bishop, 2004). in this sense, reading in a collaborative environment helps children feel comfortable about what they know and about what they are learning. reading aloud is a space for sharing ideas and thoughts about a specific situation. having the opportunity to listen to different perspectives increases comprehension. the effect of story read-alouds norato no. 8 (january june 2014) no. 8 (january june 2014) 88 methodology research design this action research study emerged from the need to take advantage of the time students spend in the reading corner sessions in order to develop reading comprehension, critical thinking skills and to improve students’ english proficiency level. the purpose of the intervention was for children in the reading corner to have contact with the language in a different environment outside their scheduled class and to learn by getting close to books and stories. each week, a story was chosen that could be appropriate for all the children who attended the reading corner, which changed from week to week. the story was read along with pre-, whileand post-activities. the activities were designed based on students’ learning profiles and they are thought to engage learners even more in the foreign language. context and participants the children who participated in the study came from different school backgrounds and attended english classes once a week. the reading corner sessions were offered to students between 7 and 12 years of age. each group of students attended a fifty-minute session every saturday. considering that the read aloud sessions were a voluntary activity, the number of participants varied from eight to four. data collection instruments qualitative data collection techniques were used as the primary research methods for this action research study. field notes were taken after each session during the semester. different information was gathered for the younger learners (7-9) than for the older learners (1012) as the type of strategies used and the didactic material varied. a total of nine sessions of two hours each were audio recorded. not all of the sessions were recorded as parent’s consent was not obtained for all the students in each session. transcriptions of nine sessions of audio recordings were used to find patterns and to answer the research questions. two different surveys were carried out at the end of the semester in order to evaluate the vocabulary strategies used and the students’ behaviors and attitudes towards reading. the effect of story read-alouds norato no. 8 (january june 2014) no. 8 (january june 2014) 89 data analysis and interpretation in order to analyze the transcriptions of the nine hours of recordings, basic concepts of glaser and strauss’s grounded theory were used (as cited in van den heuvel-panhuiizen, & van den boogaard, 2008). the data analysis of the recordings generated a coding framework, which was used to analyze the recordings and the field notes. the transcriptions were divided into short dialogues that came up during the discussions of the read alouds. in general, such dialogues contained an answer to a given question or a spontaneous response in the middle of a conversation. the story read aloud by the children was neither transcribed nor taken into account for the present study. during the open coding phase, five different categories emerged: msto (made story their own), se (story engagement), rc (reading comprehension), fld (foreign language development) and ic (intertextual connections). considering that the research questions were focused on the students’ english improvement and the development of critical thinking skills and literacy understanding, it was necessary to concentrate on two of the categories in the first phase: rc (reading comprehension) and fld (foreign language development). therefore, during the selective coding phase, some other subcategories emerged. within the lu category, the following subcategories arose: ls (library-skills development), dt (focus on decontextualized text), pi (prediction based on illustrations), pbk (prediction based on background knowledge) and ss (story schemata). within the fld category, the following subcategories arose: sd (syntax development), we (target words explanation, 2lc (mother tongue and l2 combination), aw (asking for l2 words), sw (spelling words), l2bk (l2 background knowledge). these categories classify the different responses children produced and their analysis brought the findings described later. table 1 shows the final coding framework that emerged after the data coding of the recordings. the framework includes a definition of the category or the subcategory and an example taken from the transcriptions. the effect of story read-alouds norato no. 8 (january june 2014) no. 8 (january june 2014) 90 table 1. coding classification of children’s responses during the read aloud, open coding phase category r1: reading comprehension [rc] description child makes connections between the main narrative elements and their background knowledge in order to understand the flow of the story. example 13:37 teacher: something wrong is happening 13:47 children: the stairs 14:00 samanta: they go down from the stairs and continue skating 14:03 teacher: how do they go down? 14:04 samanta: they sit down and go down 14:05 lucia: they jump category r2: inter-textual connections [ic] description child makes connections between the story and other literacy products like movies or tv shows. example 22:23 teacher: what about the penguins? … 23:47 lucia: i think i watch a movie….. 24:03 santiago: yes! the mother goes to get food and the father look after the eggs 24:21 lucia: mmm now i remember. the mother emigrates…the male penguin keeps the eggs 24:39 teacher: do you remember the name of the movie? 24:41 santiago: “happy feet” category r3: personal engagement [se, msto] description child asks for the turn to read during the session or makes connections between the facts of the story and their personal lives. example (story engagement) 31:08 teacher: volunteers for reading this page? 31:10 children: meeee!!!! 31:11 samanta: i don’t read. example (made the story their own) 27:39 bryan: george is in a swimming pool with apples 28:00 samanta: no! it’s a game that you …. how do you say “poner la cabeza en el agua”? the effect of story read-alouds norato no. 8 (january june 2014) no. 8 (january june 2014) 91 28:09 lucia: put your head in the water … 28:13 samanta: and you pick up the apple with your mouth 28:14 lucia: i have played that game but with candy…you have to put your head and pick up one candy and you close your eyes. there is another game that you put in a bowl water with little balls. category r4: foreign language development [fld] description child asks for the meaning of new words or tries to give his opinion. example 05:28 fernanda: how do you say “toallas” in english? 05:29 children: towels 05:32 teacher: t-o-w-e-l bearing in mind that conversations were not recorded in the journal, none of the subcategories of the fld category were considered for the analysis. on the contrary, two new categories emerged throughout the analysis of the field notes: sm (scaffolding methodologies) and bv (building vocabulary). table 2 includes the definition of these two categories during the analysis of the journal. in the case of the sessions that were recorded, transcriptions were compared with the field notes and observations in order to identify patterns and in this way, to define the codes that characterize the session as a whole. table 2. coding classification of children’s responses during the read aloud, selective coding phase category r1: reading comprehension subcategory 1.1: library-skills development [ls] subcategory 1.1 library-skills development description child identifies the different parts of a book and predicts based on the information found in the cover. example 09:06 teacher: what is the function of the author in the book? 09:09 samanta: he writes the book 09:12 teacher: and the illustrator? 09:15 samanta: he puts the characters in the book, the image. the effect of story read-alouds norato no. 8 (january june 2014) no. 8 (january june 2014) 92 subcategory 1.2: focus on decontextualized text [dt] subcategory 1.2 focus on decontextualized text description child focused his attention on the language used in the book rather than on the images in order to comprehend the meaning of the text. example 10:20 santiago: yellow woman [talking about the image] 10:26 lucia: that is her sister 10:43 teacher: how do you know? 10:49 lucia: it’s in the text subcategory 1.3: prediction based on illustrations [pi] subcategory 1.3 prediction based on illustrations description child predicts what is going to happen in the story based on the images on the page of the book. example 12:58 teacher: so what does gracie’s sister think it’s inside of the basket? 13:00 sandra: fruit, a chicken….. 13:07 lucia: ahhh because it’s moving subcategory 1.4: prediction based on background knowledge [pbk] subcategory 1.4 prediction based on background knowledge description child predicts what is going to happen in the story based on their background knowledge. example 12:07 teacher: what are they talking about in this page? 12:09 samanta: the muscles 12:17 lucia: they protect the bones 12:18 teacher: they also help us move and stretch subcategory 1.5: story schemata [ss] subcategory 1.5 story schemata description child recognizes the main elements of a story such as characters, plot, settings, climax and episodes (story grammar). the effect of story read-alouds norato no. 8 (january june 2014) no. 8 (january june 2014) 93 example 26:13 teacher: now what was the problem in the story? 26:18 samanta: the streets 26:22 lucia: the problem was that they could not go down the stairs 26:35 samanta: and the grandfather borrowed the ramp 26:43 teacher: and that was… 26:45 children: the solution category r2:foreign language development subcategory 2.1: syntax development [sd] subcategory 2.1 syntax development description child tries to construct his opinion using the grammar he knows in order to give his opinion during the read aloud. example 25:35 teacher: what do you think it’s behind number 9? 25:37 julian: nine apples red 25:40 teacher: nine….[crossing fingers] 25:48 julian: nine red apples subcategory 2.2: target words explanation [we] subcategory 2.2 target words explanation description child explains the meaning of a word using the grammar structures they know in the second language. example 14:53 cata: do you know this word? (sheet) 14:55 lucia: it’s the thing you put in your bed. [b-05/p.5] subcategory 2.3: mother tongue and l2 combination [2lc] subcategory 2.3 mother tongue and l2 combination description child gives his opinion by constructing a sentence that combines their knowledge in the second language and some words in the first language. example 14:03 monica: that is the brain 14:17 santiago: the brain is made of “camarones” the effect of story read-alouds norato no. 8 (january june 2014) no. 8 (january june 2014) 94 subcategory 2.4: asking for l2 words [aw] subcategory 2.4 asking for l2 words description child asks for a word in english that he needs to express his opinion. example 25:18 ricardo: teacher how do you say “asustado”? 25:23 teacher: scared 23:25 ricardo: the cat is scared subcategory 2.5: spelling words [sw] subcategory 2.5 spelling words description child spells a word and writes it in the mini-board. child makes connections between how a word that is not in the text is pronounced and how it is written. example 02:24 teacher: do you know how to write that word? 02:35 lucia: o-w-n-e-r subcategory 2.6: l2 background knowledge [l2bk] subcategory 2.6 l2 background knowledge description child uses his knowledge in l2 in order to answer to a question or to give his opinion. example 28:19 teacher: do you know opposites? 28:31 javier: soft and hard 28:35 teacher: black 28:36 children: white results results gathered from the vocabulary survey show that more than 50% of the students who used this strategy felt that it helped them learn new words and believed it was a useful methodology to learn vocabulary. besides this, a mini-board was used for students to reinforce the new words. results from the vocabulary survey show that more than 50% of the interviewed students felt that the strategy the effect of story read-alouds norato no. 8 (january june 2014) no. 8 (january june 2014) 95 helped them learn new words and that it was a useful methodology to memorize new vocabulary. this indicates that didactic material facilitates learning in any kind of context. the teacher’s challenge is to find the most appropriate material which can meet the academic needs of the students. in terms of foreign language development, table 3 shows the subcategories and the number of times they were found in the transcriptions. table 3. foreign language development subcategory recording code total syntax development sd 9 target words explanation we 4 mother tongue and l2 combination 2lc 9 asking for l2 words aw 15 spelling words sw 3 l2 background knowledge l2bk 6 having the students motivated to attend the sessions and to participate actively was one of the main barriers during the study. however, results from the surveys revealed that 11 out of 15 students said that they liked being read to, and in the same way, 10 out of 15 said that they paid attention when the teacher read the story for them. it is also important to mention that allowing the combination of students’ mother tongue and english facilitated communication. talking about critical thinking, results from the general survey said that children (10 out of 15) made use of images in order to predict the meaning of the new words. development of critical thinking was not only observed during the post-reading activities children worked on, but also during the conversations in the read aloud. from the 118 short dialogues that were transcribed, 49 belong to this category. however, during the selective coding phase, six subcategories emerged. table 4 shows the number of times each subcategory appeared in the transcriptions. the effect of story read-alouds norato no. 8 (january june 2014) no. 8 (january june 2014) 96 table 4. reading comprehension subcategory recording code total library-skills development ls 7 focus on decontextualized text dt 8 prediction based on illustrations pi 18 prediction based on background knowledge pbk 2 story schemata ss pi and ss pi, ss 2 conclusions in conclusion, this study shows that reading aloud provides students with opportunities to interact with others while they are reinforcing their knowledge of english. children who attended the reading sessions learned new vocabulary in context and also developed their speaking skills using the language they had, regardless of their english level, when giving their opinion about the story. emphasis on communication rather than in error correction gave students confidence to express themselves in english and motivated them as well. this supports the communicative language teaching theory (richards, 2006) which states that language production happens when the teacher guides students but does not control their speaking. other studies support that reading a book aloud in two languages permits comprehension of the story instead of limiting the improvement of the other language (lyster, collins, & ballinger, 2009). reading comprehension of the story increases motivation and when students are engaged in the text, they will feel the need to communicate. read-alouds gave students a space where they could improve their listening skills as well as reading strategies. in a similar study, beck & mckeown (2001) reported that the words and expressions found in the books improve verbal functioning since those words are not commonly heard in conversations; therefore, story words improve students’ vocabulary. in the present study, the strategies and methodologies used helped students learn new words in order to express their thoughts aloud. building just the right environment for all the students to feel comfortable regardless their english level was a relevant factor to the effect of story read-alouds norato no. 8 (january june 2014) no. 8 (january june 2014) 97 increase their motivation towards the sessions and towards reading. modeling good reading behaviors and enjoyment for reading helped children be motivated. fox (2008) expresses the importance of building a relationship among the adult, the child and the book in order to facilitate interaction and to help children personalize what they are reading. students in this study learned to identify the parts of a story by analyzing the book from a critical point of view. they developed their critical thinking skills when talking about the events of the story or when relating them to their own lives. this finding is linked with the story schemata theory described by mandler & jonhson (as cited in rand, 1984), which is based on the idea of understanding the sequence of episodes in the story by analyzing the goals and reactions of the characters. the different categories that emerged during the analysis of the audio recordings demonstrated how children used several perspectives to interpret the information given by the book and in this way, analyzed it according to their background knowledge and the aids given in the sessions. finally, the different uses of resources and didactic material such as graphic organizers helped children comprehend the stories more easily and interpret the story grammar. in general, reading aloud develops children’s thinking and allows them to learn new expressions and to express themselves while they are immersed in the magical world of a book. references beck, i. l. & mckeown, m. g. (2001). text talk: capturing the benefits of read-aloud experiences for young children. the reading teacher, 55(1), 10-20. centro colombo americano. (n.d.). reading corner approach. unpublished document. curtain, h. & dahlberg c. a. (2004). languages and children: making the match: new languages for young learners. (3rd ed.). upper saddle river, nj: pearson education. ducan, j. (1998). converging levels of analysis in the cognitive neuroscience of visual attention. philosophical transactions: biological sciences, 353, 1307-1317 retrieved from: http://rstb. royalsocietypublishing.org/ fox, m. (2008) reading magic. why reading aloud to our children will change their lives forever. orlando, fl: harcourt books. the effect of story read-alouds norato no. 8 (january june 2014) no. 8 (january june 2014) 98 kindle, k. j. (2009). vocabulary development during read-alouds: primary practices. the reading teacher, 63(3), 202-211. lehr, f. (1987). story grammar. international reading association, 40(6), 550-552. lewis, k. (n.d.). the goldilocks rules for choosing a book. retrieved from http://www.ourclassweb.com lyster, r., collins l. & ballinger, s. (2009). linking languages through a bilingual read-aloud project. language awareness, 18(3-4), 366-383. pflaum s. w., & bishop p. a. (2004). students perceptions of reading engagement: learning from the learners. journal of adolescent & adult literacy, 48(3), 202-213 pentimonti, j., & justice, l. (2009) teachers’ use of scaffolding strategies during read alouds in the preschool classroom. journal of early childhood education, 37, 241–248. rand, m. (1984). story schema: theory, research and practice. the reading teacher, 37(4), 377-382 richards, j. (2006). communicative language teaching today. cambridge: cambridge university press. sipe, l. r., (2002). talking back and taking over: young’s children expressive engagement during storybook read-alouds. the reading teacher, 55(5), 476-483 van den heuvel-panhuiizen, m. & van den boogaard, s. (2008). picture books for kindergartens’ mathematical thinking. mathematical thinking and learning, 10, 341-373. doi: 10.1080/10986060802425539. author *catalina norato cerón received her bachelor of arts in bilingual education from the institución universitaria colombo americana, única, in bogotá colombia. she has participated in international exchange programs such as susi in 2009 and amity in 2011. she worked as spanish teaching assistant at park spanish immersion school in st. louis park, minnesota in 2011, as english teacher at the centro colombo americano in bogotá, is currently working at the fundación universitaria monserrate teaching english as a foreign language. she is also pursuing her master’s in education with a specialization in culturally responsive education at ashford university. the effect of story read-alouds no. 8 (january june 2014) no. 8 (january june 2014) moving from what do english teachers know? to how do english teachers experience knowledge? a decolonial perspective in the study of english teachers’ knowledge.1 partiendo de ¿qué saben los profesores de inglés? a ¿cómo experimentan los profesores de inglés el conocimiento? una perspectiva decolonial en el estudio del conocimiento de los profesores de inglés adriana castañeda-londoño2* universidad distrital francisco josé de caldas, colombia 1 received: october 20th 2020/ accepted: april 22nd 2021 2 adricalo29@gmail.com gist education and learning research journal. issn 1692-5777. no. 22 (january june, 2021). pp. 75-101. 76 no. 22 abstract there has been a continuing interest in defining what comprises english teachers’ knowledge with the purpose of defining the boundaries of the english teaching field and developing it as a respected discipline in education (richards, 1990). the objective of this paper, shaped by the tenets of the decolonial turn, is to share some of the results of studying teachers’ knowledge with a view of knowledge described by anzaldúa (2000) as “an overarching theory of consciousness… that tries to encompass all the dimensions of life, both inner –mental, emotional, instinctive, imaginal, spiritual, bodily realms—and outer—social, political, lived experiences.” (p. 177). data were gathered by means of testimonial narratives, and their analysis followed some guidelines of benmayor’s (2012) framework of testimonial narratives writing and communal analysis. the study is also inspired by and grounded on the epistemologies of the south (sousa santos, 2004, 2006, 2016, 2018) to think of knowledge beyond the cognitive experiences of teachers. some of the results show that teachers’ knowledge is something experienced by them not only in their cognition but also in their emotions and body. not only do teachers rely on content, pedagogical or methodological knowledge, but also on emotion, as evidenced in a sample of teachers’ testimonial narratives. key words: english teachers’ knowledge; decolonial turn in elt; bodies of knowledge; teacher’s emotional knowledge resumen ha existido un continuo interés por definir en qué consiste el conocimiento del docente de inglés con el propósito de definir los límites del campo de la enseñanza de esta lengua. el objetivo del artículo, enmarcado dentro de las premisas del giro decolonial, es compartir algunos de los resultados del estudio sobre el conocimiento docente teniendo como concepto de conocimiento lo descrito por anzáldúa (2000). el conocimiento entendido como “una teoría de la consciencia global… que intenta abarcar todas las dimensiones de la vida, tanto internas como externas -los reinos de lo emocional, lo mental, lo imaginativo, lo espiritual, y lo corpóreo” (p.177). los datos fueron recolectados por medio de narrativas testimoniales cuyo análisis estuvo basado en algunas de las pautas encontradas en el trabajo de benmayor (2012) para escribir y comunitariamente analizar narrativas testimoniales escritas por profesores de inglés. el estudio también está inspirado y fundamentado en las epistemologías del sur (sousa santos, 2004, 2006, 2016, 2018) para pensar sobre el conocimiento mucho más allá de las experiencias cognitivas de los docentes. algunos de los resultados del estudio muestran que el conocimiento no es sólo una experiencia cognitiva sino emocional y corpórea. los docentes de inglés no sólo utilizan los conocimientos metodológicos, pedagógicos o de contenido, sino que también experimentan el conocimiento a través de la emoción, como se muestra en un ejemplo de narrativa testimonial. palabras clave: conocimiento de los docentes de inglés; giro decolonial en la enseñanza de inglés; cuerpos de conocimiento; conocimiento emocional del docente a decolonial perspective in english teachers’ knowledge castañeda-londoño 77 no. 22 resumo tem existido um contínuo interesse por definir em que consiste o conhecimento do docente de inglês com o propósito de definir os limites da área do ensino desta língua. o objetivo do artigo, no âmbito das premissas da virada descolonial, é compartilhar alguns dos resultados do estudo sobre o conhecimento docente tendo como conceito de conhecimento o descrito por anzáldúa (2000). o conhecimento entendido como “uma teoria da consciência global… que tenta abranger todas as dimensões da vida, tanto internas como externas os reinos do emocional, o mental, o imaginativo, o espiritual, e o corpóreo” (p.177). os dados foram coletados por meio de narrativas testemunhais cuja análise esteve baseada em algumas das pautas encontradas no trabalho de benmayor (2012) para escrever e comunitariamente analisar narrativas testemunhais escritas por professores de inglês. o estudo também está inspirado e fundamentado em as epistemologias do sul (sousa santos, 2004, 2006, 2016, 2018) para pensar sobre o conhecimento muito mais além das experiências cognitivas dos docentes. alguns dos resultados do estudo mostram que o conhecimento não é só uma experiência cognitiva senão emocional e corpórea. os docentes de inglês não só utilizam os conhecimentos metodológicos, pedagógicos ou de conteúdo, senão que também experimentam o conhecimento através da emoção, como se mostra em um exemplo de narrativa testemunhal. palavras chave: conhecimento dos docentes de inglês; virada decolonial no ensino de inglês; corpos de conhecimento; conhecimento emocional do docente a decolonial perspective in english teachers’ knowledge castañeda-londoño 78 no. 22 introduction i n this article i investigate the quest for english teachers’ knowledge. such inquiry is informed by some theoretical tenets of the epistemologies of the south (sousa santos, 2004, 2009, 2016, 2018) and the decolonial turn (mignolo, 2000, 2013; mignolo & walsh, 2018). the issue of knowledge has caught the attention of local scholars, among other things because it has been said that english teachers’ knowledge has not been considered when, for example, framing public policy in english language teaching (elt) (cárdenas, 2004, gonzález, 2007). my interest in english teachers’ knowledge goes beyond the categorizations of knowledge that have been persistent in elt education, namely, those of cognitive or socio-cultural perspectives of content knowledge, methodological knowledge, and pedagogical knowledge, to name but a few. along the document, i will be using the first-person personal pronoun “i” and other first person language markers aligned with reflections upon the need for researchers to develop self-reflexivity in the research process (see for example vasilachis de gialdino, 2007, 2009). within postmodern or post structural traditions, there has been discussions on the writing of research reports. particularly, rudolph (2016) contends that “researchers actively reveal their subjectivities in conceptualizing and approaching their studies.” (p. 2) ramos-holguin & peñaloza rallón (2020) highlight that “in academic writing, emotionality and subjectivity are almost always suppressed for objectivity” (p. 40) and one of such signs is the use of impersonal language. from a decolonial perspective, it is necessary to re-connect our minds, bodies, and emotions, even in research endeavors. one tenet of the decolonial turn is to contest certain practices of western research such as concealing the subjects of research be them the researcher or the participants for the so-called sake of objectivity. regarding this issue, grosfoguel (2013) also explains that the cartesian view of knowledge is what has stood out, for at least three hundred and eighty-three years in the university context. in that train of thought, there continues to be a tendency to see that knowledge is more valid if it aims at neutrality, impartiality, and universality; that is, if it aims at not being framed within a particular location, a particular body, a particular geography, or a particular person. within the elt field, there has been almost a fascination with documenting the knowledge needed to teach ‘effectively’. that is why much discussion revolves around content knowledge, disciplinary knowledge, methodological knowledge, etc., and mostly the sources of knowledge are thought to be coursework, authors, communities of practice, degrees, books, articles, and so forth. it is but logical that these issues become of interest in the elt field because that is what the elt discipline is primarily concerned with; even so, other sources of knowledge are hardly ever considered. in fact, when describing other types of knowledge authors resort to saying that there also exists “a practical knowledge” or “the wisdom of practice” (shulman, 1984, 2004, cruz arcila, 2018), or an “implicit knowledge” of teaching gained in “non-formal ways” a decolonial perspective in english teachers’ knowledge castañeda-londoño 79 no. 22 (mendoza & roux, 2016). such terms entail that there are other knowledges which are hardly ever fully approached. the focus of this paper is on practices of knowledge that come into play during the acts of teaching and learning narrated by participating teachers as tipping moments in their professional lives. what teachers describe as seminal, yet difficult moments, reveal knowledges that might go unnoticed when teaching and learning. what i mean is, content knowledge, pedagogical knowledge, and methodological knowledge are not the only types of knowledge that teachers cultivate in their professional life to face teaching and learning. previous attempts to re-conceptualize knowledge have been observed in kincheloe (2004, p. 51), with his critical-complex view of teacher’s knowledge “including but not limited to empirical, experiential, normative, critical, ontological, and reflective-synthetic domains.” other ways of knowing or probably other relations teachers develop towards knowledge might not have been sufficiently explored in the elt field leading to a waste of valuable experience. i would like to advance the idea of teachers’ ‘ecology of knowledges’ (sousa santos, 2006). an ecology is about recognizing how plural and heterogenous knowledges are and the need for a respectful interrelation among them (sousa santos, 2007). in this inquiry, i normally use the plural knowledges because i agree with sousa santos (2009) when stating that we should move from one canon of knowledge (a canon that entails one single way of looking at time, social classification, and that naturalizes hierarchies, and holds a productivity driven mind-set) to an ecology of knowledges whose intention is to allow a more horizontal relationship between scientific knowledge and other ways of knowing. in the elt field, such canon of knowledge is observed in expected levels of achievement, native/non-native divides, or delimited fields of knowledge that normally consider the cognitive or socio-cultural dimensions but may leave aside other existing realities that also encompass knowledge. i embrace the idea of knowledge as comprised of those experiences that we live in flesh and blood based on the geopolitical location of our bodies (mignolo, 2000). indeed, the co-existence of scientific and other forms of knowledge within teachers’ construction of their being as teachers is still underexplored in our field because of the overarching emphasis of studying teachers’ knowledge from cognitive or socio-cultural perspectives. this research paper unveils those seminal experiential knowledges that sometimes are taken as “teachers’ tacit knowledge”, but which are hardly ever documented. i am particularly interested in tracing the ‘knowledge otherwise’ (escobar, 2003). i mean that there is need to acknowledge that many teachers, like myself, live on the border of different worlds; we learned (and continue to re-learn and unlearn) the prestigious english language, the methodologies, the concepts, the educational patterns from the global north, but we are geopolitically located bodies in the global south. this geopolitical location suffers the colonial difference, that is, the dispossession, the marketization of our resources, the effects of war, the displacement, the struggle for a decolonial perspective in english teachers’ knowledge castañeda-londoño 80 no. 22 opportunities to thrive, the lack of legitimacy of the teaching profession, and the loss of hope for a better future. in that train of thought, we rely on multiple ways of knowing to cope with learning, teaching, and living. the elt field has extensively theorized the knowledge necessary to teach effectively; however, i am more interested in what gloria anzaldúa (2000) calls ‘theories in the flesh’, that is, how the experiences lived in flesh make up our teaching personas, how for example experiences of joy and sorrow, come into play when entering classrooms. often, the knowledge for teaching english is reduced to knowing the code, the method, the strategies to teach. i mean the overprivileged knowledge of the language and the methods excel in relevance compared to other forms of knowing that go unnoticed when teaching. the other forms of knowledge have remained, as grosfoguel (2016) would say, in the ‘zone of not being’ or as sousa santos (2014) would argue: an ‘absent epistemology’. by english language teachers’ knowledge, i not only refer to teachers’ experiences, theories, beliefs, actions, and skills (díaz-maggioli, 2012) that teachers are supposed to embrace in order to teach well, but i also include the realm of the silenced, or invisibilized knowledges as seen within a decolonial view. (see the work of granados-beltrán, 2016; núñez-pardo, 2020; soto-molina & méndez, 2020; to expand on the decolonial turn in elt in colombia) literature review a knowledge base for english teaching i question the concept of knowledge base as being exclusively composed of linguistics, language theory, and practical components as methodology and practice (richard, 1990) or more normatively speaking, as a base composed of “what teachers need to know and be able to do” (díaz-maggioli, 2012, p. 5). if the concept of knowledge base is traced back, one can get to see two genealogies in it. one is the cognitive root (shulman, 1987) in the need of recognizing teaching as the status of a profession in the north american context in the early 1980s. shulman (1987, 2005) found out some domains of knowledge which comprised, at least, a) general pedagogical knowledge, b) pedagogic content knowledge (how particular themes are appropriate for the students in terms of their diversity, interests, and skills), c) special professional comprehension of learners, groups, and classrooms, and d) educational ends, their philosophical and historical grounds. the foundations of this set of knowledges are numerous, namely, the literature in each discipline, the institutionalized processes of knowledge production, and teacher’s own wisdom gained through practice. shulman (1987) maintains that teachers adapt understandings, skills, and attitudes into pedagogical representations. teachers realize what is to be learned, and how knowledge should be taught. shulman (1987) a decolonial perspective in english teachers’ knowledge castañeda-londoño 81 no. 22 did acknowledge that teachers’ knowledge is much more than what has been described here, and he urged for a permanent re-interpretation of the aforementioned categories. the literature in elt education validates the concept of teacher knowledge base (shulman, 1987) in international and local academies (see for example pineda báez 2002; cárdenas & suárez, 2009; macías, 2013; fandiño, 2013; freeman and johnson, 1998; könig, et al., 2016; freeman, 2019; asl, asl, & asl, 2014; mu, liang, lu, & huang, 2018). in that way, the concept may have reached the status of a grand narrative in the field of elt turning the idea of knowledge for teaching into an issue that appears to be solved, something that has no further perspective from which to analyze. along with revision (richards & farrell, 2005; johnson, 2006) and despite criticism (yandell, 2017), the issue of ‘knowledge base for teaching’ has been a seminal contribution in elt and general education. still, as shulman (1987) concluded, the knowledge for teaching needs continuous revision and reinterpretation. the other genealogy of the concept of ‘knowledge base’ is found in computational sciences referring to systems that require a store of information to be retrieved, so that systems will work well. extrapolating ideas of computational sciences to the elt field, freeman, webre, and epperson (2019), regarding the concept of ‘knowledge base’, state, “the information had to be accessible, which meant it had to be compatibly organized, so it could be searched and compiled according to the task at hand” (p. 6). they find similarities between this idea of storing in computational sciences, and how a knowledge base for teaching english works; hence, they describe the knowledge base for teaching as a “socio-professional storage system” (p. 6) that is bound to a specific type of work, time, and place. such storage regenerates like an item of software because each new knowledge generation replaces a previous one, thereby solving shortcomings or adding new insights. the first generation of knowledge in elt answered the question what to teach and appeared to be highly influenced by psychology and linguistics. the second generation of knowledge focused on how to do the teaching, and thus pedagogy played a key role. the third generation, highly influenced by the work of shulman regarding pedagogical content knowledge, highlighted the role of teachers as knowledge holders of their context, classrooms, and students. the fourth generation is more geared towards conceptually reaching better students’ learning. thus, it has two dividing branches: subject matter (content, applied linguistics) and knowledge for teaching (language acquisition, methods, curriculum, assessment). twenty years after the first approach taken by freeman and johnson towards knowledge in 1998, the reengineered version of 2019 by freeman, webre, and epperson acknowledges that the matters of positionality and authority carry weight when it comes to defining what knowledge is worth for teaching english. freeman et al., (2019) concede that authorities in academic disciplines definitely “shape what is valued” (p. 7). they integrate the concept of identity now in this new version and acknowledge the connection pedagogy-identity. they further go on to mention a decolonial perspective in english teachers’ knowledge castañeda-londoño 82 no. 22 the criticism of how the privilege of race and social position structure disciplinary knowledge; however, they could have failed to fully integrate this proposal in a way that really brings up teachers’ voices. as a matter of concern, freeman (2018) brought up the following question posed by yep (2007), “what are the disciplinary, collective, and personal consequences when whiteness is the invisible and universal norm of the knowledge produced?” (freeman, 2018, p. 7, citing yep, 2007). the question foregrounds the need to inquire why the global north3 epistemologies continue to dominate the discussion of what the knowledge for teaching must be. however, when analyzing what should constitute ‘the knowledge base’ for english language teaching, freeman et al. (2019) reaffirm that there is a need to think of knowledge generations or “patterns to think of how knowledge has been understood” (p. 15), briefly outlined above and summarized as follows: table 1. knowledge generations. source: freeman et al. (2019, p. 15) 3 the concepts global north and global south, present along this document, are used as metaphors of the division between north america and europe in respect to the rest of the world, concerning the geopolitical effect of globalization and capitalism created by europe and north america in different regions of the planet including their impact in the way we conceptualize knowledge (dados & connell, 2012). as observed in the review, the bulk of research about teachers’ knowledge base has been primarily framed within the global north academies. a decolonial perspective in english teachers’ knowledge castañeda-londoño 83 no. 22 in 2006, johnson had already brought up the idea that teachers’ previous experiences mattered as much as their contexts. the author reflected that teachers’ learning was a lifelong process as teachers participated in classrooms, educational programs, and other socially situated spaces in which they needed to socially negotiate their learning experiences. in fact, johnson (2006) already recognized l2 teachers “as users and creators of legitimate forms of knowledge who make decisions about how to best teach their l2 students within complex socially, culturally, and historically situated contexts” (p. 239). at that time, johnson also proposed “positioning teachers’ ways of knowing that lead to praxis as legitimate knowledge” (p. 241). however, what frequently happens is that teachers’ knowledge as it is produced by them undergoes a process of codification or ‘academization’ to be heard in, for example, academic journals. therefore, such knowledge gets lost in the words of the experts. a decolonial move towards understanding english teachers’ knowledge we could also understand knowledge as an experience lived the in the flesh (anzaldúa 2000), that is, accompanied by instances of struggles, contradictions, challenges, and a fight for recognition of hidden epistemologies that may not align with scientific frames. there is a wealth of research related to the concept of knowledge base in the elt field that does not stray from its modern epistemological root of conceiving knowledge as: a) something passed from educators to teachers to be. (deng, 2018) b) objects stored in the mind and accumulation of facts. c) theory to be practiced in the acts of learning and teaching. (ord & nutall, 2016) d) knowledge generations that recycle themselves on and on. (freeman et al., 2019) as the concept of knowledge base has not overcome its modern epistemological root and has not been theorized with other lenses in elt, there is a dearth of understanding as to how english language teachers experience their own relations to knowledge. the modern root of how we conceive of knowledge has not yet been overcome because there is still a widespread tendency of seeing knowledge as something that humans must grasp: knowledge appears to be awaited to be discovered. also, there continuous to be a tendency to measure how much knowledge one has based on a priori evaluations, standardized testing, generic learning, and standardized curriculums. (kincheloe, 2001). all these characteristics are constitutive of modernity and the will to dominate nature and humans in the name of the so-called progress. drawing on mignolo (2000), global south peoples should reclaim the right to enunciate, and counter-story tell our cultural truths; therefore, there is need to explore how we experience our relations a decolonial perspective in english teachers’ knowledge castañeda-londoño 84 no. 22 to knowledge within geopolitically located bodies in the global south. the reason is that the modern view of knowledge has separated the knowing subject from what is known, and emotional, historical, or sociological characteristics of the knowing subjects are not generally considered when conceptualizing knowledge. exploring the ‘knowledge otherwise’ (escobar, 2003; walsh & mignolo, 2018) or “the possibility to craft another space for the production of knowledge” (escobar, 2003, p. 52) helps us intervene in the discursive practices of our field and think of elt education in other ways. finding out new alternatives to conceptualize knowledge, anzaldúa (2000) defines it as “an overarching theory of consciousness… that tries to encompass all the dimensions of life, both inner -mental, emotional, instinctive, imaginal, spiritual, bodily realms—and outer-social, political, lived experiences” (p. 177). escobar (2003) proposes, “the need to seriously consider the epistemological strength of local histories”4 (p. 61). certainly, according to doyle and carter (2003), storying is a crucial way of human knowing, and teachers’ storied lives tell us, particularly, of embedded understandings and knowledge gained through the repeated participation in teaching, learning and personal experience. research question and objective unveiling english teachers’ knowledge within an epistemology of wholeness (that is with an approach to knowledge that recognizes our whole humanity in academic endeavors: mind, body, emotion) (rendón, 2009) entails changing the questions we ask in research. hence, i posed the question, how does a group of six english language teachers experience knowledge? the main objective with this research question is then to find out relations to knowledge and sources of knowledge otherwise in which teachers also draw on during the acts of teaching and learning. methodology using testimonial narratives to trace english teachers’ knowledges marín (1991) explains testimonial narrative as “a kind of writing from the margins about the, and to, the systems oppressing the speaking” (p. 51). delgado bernal, burciaga, and flores carmona (2012) maintain that researchers are steadily applying testimonial narratives as a methodological approach, as data, and as pedagogy. using 4 my own translation from spanish. a decolonial perspective in english teachers’ knowledge castañeda-londoño 85 no. 22 these narratives challenges the disciplinary training given to scholars of generating unbiased knowledge. on the other hand, testimonial narratives question impartiality by situating the individual and the collective in tune with situated bodily, spiritual, cognitive, and communal production of knowledge. these authors contend that testimonial narratives can reach several audiences because they can be written, oral, or digital and they should be seen as “much like a gift” (p. 6) by the listener; the listener unfolds the intimate sense of those texts since learning about one person gives us insight into the life of many others. saavedra (2011) claims that testimonial narrative is a pioneering latin american literary genre which helps narrators tell a shared account of dominance or harsh experiences through one person’s narrative. in recent times, testimonial literature has been employed in educational sites as a research methodology and pedagogy (see for instance, hamzeh & flores carmona, 2019). testimonial data and methodology have been used in critical latin studies of racist nativism and microaggressions (pérez huber, 2011) and in studies of embodied literacies and bilingualism (saavedra, 2011; passos denicolo & gonzález, 2015). likewise, testimonies have been used as a pedagogy to understand how to restore the mind-body-spirit in order to disrupt settler colonialism. crafting these narratives has been recognized as a genuine methodological practice of knowledge production (hamzeh & flores carmona 2019). lately, authors such as carvajal (2017) or ramos (2017) have worked on decolonial projects using testimonial data in doctoral dissertations concerning homelessness and youth migration, respectively. the process of writing, sharing and co-interpreting testimonial narratives. inspired by benmayor’s (2012) contributions to methodology using testimonial data, i developed a path to individually write and communally interpret the testimonial narratives of six english teachers pursuing m.a. degrees in applied linguistics; these teachers narrated seminal, difficult yet memorable moments in their lives and reflected upon how such narrated events informed their teaching. participants’ own interpretations of the narratives did not follow any particular framework of analysis as spontaneity, dialogue, and intuition were favored. in my personal case, i had previously chosen to take a decolonial perspective to study their ecologies of teachers’ knowledge (sousa santos, 2004), and therefore, after having read the testimonial narratives several times myself and reading the work of anzaldúa (2000), or sousa santos (2016, 2018), i focused on concepts such as ‘knowledge gotten in previous personal or social struggles’, ‘family epistemologies’, ‘geopolitical location of knowledge production’; i started subtly noticing these items in the testimonial narratives. on grounds of space, i will only approach the issue of knowledge as a decolonial perspective in english teachers’ knowledge castañeda-londoño 86 no. 22 experienced through emotion. the university which offers this m.a. degree is a public university in bogotá with a strong critical pedagogy component. four men and two women with at least five years’ experience teaching different learners comprised the group of participants. i took from benmayor (2012) the idea of sharing formerly written testimonial narratives that could guide in the style of writing. similarly, i followed her idea of read-aloud and communal interpretations. communal interpretations are achieved by allowing participants to analyze what they listen to from other teachers’ testimonial narratives based on their own experiences, emotions, and ideas. the narratives originated in the context of a second language acquisition class framed within a critical perspective that i guided. i asked participating teachers to reflect upon their experiences of teaching and how such experiences related with their own knowledge (i.e., their professional assets developed and accumulated through their careers such as skills, theoretical contents, insights, personal theories, etc.). i particularly asked teachers to focus on those experiences that had been challenging and/or memorable. as part of the content, i introduced the participants to the testimony genre and some examples from chicana latina life stories (see latina feminist group, 2001; burciaga & tavares, 2006; benmayor, 2012) were examined to analyze the potential of this type of writing/speaking. the participating teachers left the class sessions with a question that would help them examine their memories, their classes, and their past experiences intending to delve into their knowledges. for example, teachers were asked: what have been some of the most difficult experiences as an english teacher for you? how did you experience that? how do you link it with language pedagogy? teachers were encouraged to write or record some preliminary ideas and exchange them with the other participants in following sessions to dialogically help each teacher in the recalling exercise of bringing to the consciousness past episodes. teachers were asked to decide how they wanted to introduce their testimonial narratives (oral or written). participants took at least 3 weeks to produce their own testimonial narrative. once the texts were ready, participating teachers narrated or read aloud their testimonies to collectively theorize/interpret (following benmayor’s (2012) words) each story. finally, such communal interpretations were recorded and sent to each participating teacher for having time to listen to their narratives again, refine their text, and write their theorizations or personal reflections. the act of verbally sharing one’s own experiences with the other participants (i.e., giving testimony) goes in hand with one of the tenets of the epistemologies of the south in which knowing with others is favored instead of knowing about others (sousa santos, 2018). in a similar vein, there is a re-conceptualization of what listening entails. sousa santos (2018) asserts that “the western culture privileges writing and speech to the detriment of listening” (p. 175). the idea with listening to the testimonial narratives of other teachers is that a dialogic connection can be a decolonial perspective in english teachers’ knowledge castañeda-londoño 87 no. 22 founded, and each contributor can enrich the reading-aloud testimonies. hence, there is a first layer of interpretation and communal co-construction of knowledge by means of ‘deep listening’ and engagement. as well, there is also an explicit effort to favor the “oralization of written knowledge” (sousa santos, 2018, p. 186) considering that scientific knowledge does not encourage oralization because it is susceptible to imprecision. however, following sousa santos (2018) in the epistemologies of the south, oralization is favored because it allows for a unique degree of personalization in knowledge construction. the practices engaged in the oralization of knowledge invite the use of vernacular language, dialogic relations, and narrative as a substitute of explanation (sousa santos, 2018). one category of knowledge experience is emotion as it will be evidenced by analyzing the next testimonial narrative through its communal interpretation, and participant’s theorization. the text was written and shared by lorena5, an english teacher who worked in a catholic school by the time she participated in the study. this section will show verbatim her ideas and her colleagues’ own personal interpretations. afterwards, i will also provide my own decolonial lens to the narrated episode. lorena’s testimoninial narrative: “teachers don’t cry” “the following testimony gives an account of one experience that made me evaluate my role as a teacher. it describes a particular situation i lived with eleven graders. i have been their english teacher for 4 years: when they were in sixth, seventh, tenth, and now in eleventh grade. from my perspective, they have changed their behavior as most teenagers do. i have seen them grow, and they have seen me too. our relationship has also grown framed into the catholic values of the school, the academic goals we must meet together, and the affection that goes beyond teacher-student relation. most of the teachers complain about their attitudes and academic skills. even me in some cases. they are characterized in the school for not being so committed with their responsibilities, for not following the rules, and for challenging the guidelines. however, they are also recognized for being creative and animated teens… as usual, i got into the classroom at eleven forty to teach my thirty eleventh graders. it was a warm busy morning as the term was finishing (that means a lot of work for them and for teachers). when i got into the classroom, they remained standing up, speaking, eating, and bothering. i had to ask them to organize themselves. i set the attendance, told them what we were going to do on that session, and asked them to open their notebooks to write the date and lesson plan, as the school demands. some of them followed me, some of them did not. i started teaching them alternative ways 5 the names of participants are real not to erase the sources of knowledge. a decolonial perspective in english teachers’ knowledge castañeda-londoño 88 no. 22 for using the future tenses. i gave them some examples and explained them how to use them in real situations. while i was speaking some of them were paying attention, and some others were eating, chatting, and even painting their hair with markers. however, i continued speaking pretending everything was okay. suddenly, one of the students laughed aloud. i walked towards my desk, sat down, and started working on my things. i felt terrible. i felt frustrated. i felt angry. i felt hopeless. i don’t know why that day i lost temper… i remained quiet while they continued in mess. one of them silenced them all. some of them laughed at her, and she insistently called to order. unexpectedly for me and for them, i started crying. they stayed completely still looking at me while i started speaking. i remember some of the words i said: “are you serious? i can’t believe your attitude. don’t you notice i am here with you? do i have to start crying so you listen to me? what a lack of respect from you. i think i am always willing to listen to you: if you are sick, if you want to go to the restroom, or even if you don’t want to be in my class. i treat you not like students but like human beings. is it difficult for you to do the same? i am too disappointed. you are nothing of what i remember you used to be. i don’t care if you then laugh at me, and everybody in the school knows i cried because of you. i don’t care if you learn perfect english. i do care about you as a human being, as persons who i share a lot of my time even more than with my son. are you going to treat your future family, colleagues, or employees this way? if so, you will suffer and will become horrible people”. those words are just a brief description of what i entirely said. surprisingly, they did not make fun of me. they seemed to feel ashamed. one student, one of the most displeasing ones, said she or they were sorry about the situation. figure 1. testimonial narrative illustrated by artist felipe camargo rojas. a decolonial perspective in english teachers’ knowledge castañeda-londoño 89 no. 22 what is interesting for me about this testimony comes later. the class was over, and i went to the school restaurant to have lunch. some of my colleagues at the table noticed i was crying. they asked me why. i described what had happened. some of them said i had made a mistake when crying in front my students. they said words like “you lost the authority”, “why don’t you complain with the director”, “don’t worry, they are leaving in a couple of weeks”, and they looked at me with a shamed gaze. immediately i responded to those comments: “beliefs like those are the ones that shape such students’ behaviors. if we as teachers do not allow ourselves to cry in front of our students, we are denying ourselves as beings, as real people. people like them. the day we change that concept of authority, those students’ attitudes will change too. probably my class was boring, and they were not engaged” my colleagues kept having lunch without replying my comment. some days later the classes went better. my students seemed to be listening to me, participating in my class more actively, still bothering but respectfully. what was more interesting even, was a talk i had with some students from that class. they said some words like: … “lately our attitudes towards school and teachers are annoying. we don’t care about anything here. we want to leave now. and everybody knows it here, so we are annoying and teachers too. every class is the same. we don’t care nor the teachers. but when you cried, you showed us that we mean something for you; that was shocking. you opened our eyes. that day we realized that we were crossing the line. but the problem is that it is not common to find teachers like you. the majority of them just stand up in front of us and say: “you just have to care about learning. that is why you are here. be quiet and write.” that is maybe the reason why we behave that way. you showed us that you are just the same like us. if you had got mad at us, we would have kept the same attitude. but that time it was different. when you cried, you treated us as humans, not as students who follow instructions.” something has changed since that day. we are not the same people in that class.” what follows is an excerpt of co-intepretation in this testimonial narrative through conversation with javier, josué, nancy, andrés, and alejandra who are some of the other english teachers, involved in the project. the dialogue took place once lorena finished reading her testimonial narrative spiced up with background music brought by her to the read-aloud session. issues of teachers’ power and intended ruptures with the status quo are mentioned. javier: there’s one thing which is what the school represents not just in terms of the utopic thing, you know? the educational place where every human being gets to flourish, but the status quo of the place where people get… or as michel foucault says, become objects. somebody could argue that probably students were showing agency, resisting the system itself because, in a certain way, that day you represented power for them… some situations in which they are, they don’t agree. somehow you broke this stereotype of the teacher as “the super a decolonial perspective in english teachers’ knowledge castañeda-londoño 90 no. 22 person” or the-know-it-all; they really saw they were in touch with a person: that is something i found valuable, seriously. lorena: yes, they are eleventh graders; they are about to leave [the school], and they have had a terrible year, but i think it is because of the school, yeah? because they are nice people. the way they behave this year, it is just because of the way the school behaves. for example, el retiro de once*[eleventh graders trip] is one of the most important things for eleventh graders, and the school didn’t do it with them. it’s because of their behavior. they are in constant… fight. javier: tension. lorena: …. things are not that way. i’ve known them since they were in sixth grade. i know they are great people. the context in the school has made them behave that way, and some teachers don’t see it… javier: that’s our reality. josué: i agree with javier. i think that maybe oftentimes teachers become the invigilators of processes that students carry out in the classroom, and that is basically what some authors have referred to in the studies of surveillance at schools. in colombia, for example, saldarriaga, alvarez in spain, julio varela, who unveil the connotation of schools where students are controlled, controlling their time, and controlling their space, and the first entity we can call that way is school, that makes sure students do what they are supposed to do, then what you did certainly broke that rule established at school… i think that this experience allowed you to see the other side of the coin in which students really care and pay attention to our classes. we just take it personal: “they don’t like my class”, but it is analyzing non-linguistic behaviors, things that we do that are not… clear to us what helps us. javier: …also, students have an identity in which they need to position themselves in terms of, for example, “the cool guy”, the one who talks to women, and academic things are not the most important…. something you could probably understand: how is this image that we want to project to others? sometimes we harm others in the process…which is something that probably can happen. i am not saying that they don’t like to learn, but it’s something. nancy: it is interesting, how you, lorena in this part when you say: “i asked them to open their notebooks and write the date and lesson plan, the school demands”. sometimes, as javier told you, they are… standardized. they must do the same thing, the same routine, even knowing that we are very creative. i worked in a catholic school; that is why i understand perfectly this kind of attitudes. they are teenagers. our behavior makes people change. it is not a decolonial perspective in english teachers’ knowledge castañeda-londoño 91 no. 22 only that we are human beings; it is that we are influenced by those cultural behaviors. when the teachers told you that you had lost the authority…yes, i had a similar situation and my colleagues told me: “if you cry, it is like the worst thing.” adriana: i have a question for everybody regarding lorena’s story… what knowledge emerged in that situation because it is not the typical disciplinary or pedagogical knowledge?... if any. andrés: to perform as a teacher the way you understand it. what you promote, that is your discourse… i could cry. josué: humanizing the teacher, knowledge of the self. alejandra: and, of the students, because she thought they were going to make fun of her, and they didn’t. communal meaning making themes: humanizing the teacher in this section, i will briefly summarize what was concluded in the dialogue among teachers. this communal interpretation is meant to disrupt the western view that researchers are the only ones who should interpret the ‘data’. javier reflected upon the double-edged nature of the school system: control and flourishment. he analyzes how lorena, the teacher, who is invested with institutional power, feels challenged by the teens she has cherished for five years. he also analyzes that the school represents the place in which teens are to exercise agency against the power the teacher represents. lorena herself studies closely her situation adding a new interpretation which relates to the role of the institution in prompting said students’ behavior. when suggesting that it is the context which has an impact on students’ ways of acting, she acknowledges that students’ ways of being at school are also triggered by certain symbolic violence exercised upon students by the school as observed in actions like not taking them on the end-of-the-year school trip. more specifically, josué defines the happening as an instance of surveillance that is intersected with an act of courage performed by lorena. he highlights how lorena moves from being an invigilator to showing students her deepest feelings, frustrations, and thoughts. josué himself reflects upon how the experience lorena shared is an opportunity to see that students care when really touched by teachers’ actions and words. javier adds a new interpretation towards lorena’s students related to how other identities intersect students’ actions when reacting in class. some of them want to perform the roles of the ‘cool guy’ or the womanizer, and academic identities are left aside. the least thing some teens would like is to appear as devoted students. a decolonial perspective in english teachers’ knowledge castañeda-londoño 92 no. 22 on the other hand, nancy raises the practice of standardization that cuts creativity. both teachers and students are influenced by cultural models about things such as authority and classroom routines that end up changing our ways of being, behaving, and talking. similarly, nancy points to having had a similar experience in which she was also advised not to cry in front of her students as she could lose her authority too. all in all, when asked what shape of knowledge had emerged, josué and alejandra suggested that knowledge of the self and knowledge of students. a teacher who is challenging normalized practices how does lorena experience knowledge? lorena’s own reflections lorena’s theorization of what happened in her classroom is a powerful tool to be able to understand her from a decolonial perspective in which “un diálogo de saberes” (a knowledges dialogue) is always required. lorena points out the need for a true dialogue with students in which both truly want to hear each other. surprisingly, a true dialogue with students really came when the teacher’s voice was not being heard because she was, as anzaldúa (2009) would say, “speaking in tongues” not intelligible to students, not because she couldn’t communicate, but because the message conveyed was intersected by power devices that harmed the students and in turn their relationships with lorena as a teacher. it is lorena’s humanity and courage that breaks the molds and fosters real conversation. she says: “my testimony is the result of several years of observing certain school dynamics… from my perspective, school dynamics convey some power practices behind. school practices portray a hidden discourse of school, and teachers as discipliners and knowledge holders. hidden discourses also serve to bigger structures we belong to. school, teachers, and even students have normalized such practices. crying in front of my students represents a desire of breaking stereotypes of an authoritarian teacher. it embodies a teacher who is challenging the normalized practices within the classroom. through the words i said to my student during the episode, i read a desire of having my students understand that they are a very important piece of their education, that teachers and learners are equal, that they are expected to respect not because i am the authority but just because we all are humans. through this testimony, i explored how i listened to my students’ voices and how they listened to mine. in addition, this reciprocal dialogue in which we opened the opportunity of talking about what has been silenced in education, shaped our imaginaries on what being a teacher and a learner need to become. freire (1998) states: “it is through hearing the learners, a task unacceptable to authoritarian educators, that democratic teachers increasingly prepare a decolonial perspective in english teachers’ knowledge castañeda-londoño 93 no. 22 themselves to be heard by learners. but by listening to and so learning to talk with learners, democratic teachers teach the learners to listen to them as well” (p. 65). my students had the chance of reflecting upon their position in the school, in my classroom, and in the world. i also had the chance of exerting agency. agency that will allow a fairer vision of education: an education that balances the concepts of knowledge and emotion… i grant my class as a language class and not as an instructional set of procedures. my class is an opportunity of acknowledging language as a right, as a means of identity construction”. (lorena’s theorization of her testimonial narrative) bodies of knowledge, bodies of emotion, knowledge of the self how does lorena experience knowledge? my own reflections lorena’s experience of knowledge is intersected with feelings, emotions, and a vision of emancipatory education through dialogue and reading the world. lorena differentiates the hidden discourse of teachers as “discipliners and knowledge holders” from that of the teacher who abandons authoritarian practices and draws on emotion to create a rupture of what is expected from knowledgeable teachers: teaching by the book and abiding by the rules. lorena relied on her emotions to conceive of experience and therefore knowledge. but this reliance would not have been possible without what the epistemologies of the south call “deep listening”. sousa santos (2018) explains that the western world “privileges writing and speech to the detriment of listening… hearing is the superficial use of one’s ear, while listening implies an act of will” (p. 175). lorena’s cry showed how deep listening was fostered among learners who are oftentimes taught not to listen deeply. as a teacher-researcher engaged with a decolonial perspective i align with diversi & moreira (2009) when “refusing to erase the flesh from the study of humans” because “humans…experience the world through a very specific physical location: their bodies…bodies are physical, psychological, social, cultural, and political, all at once always.” (p. 32). lorena is a body that cries. sousa santos (2018) concurs that “bodies are unequal because they feel and are felt in ways that reproduce social inequalities, and the opportunities to feel and be felt are unequally distributed” (p.169). this idea explains why lorena’s colleagues did not agree with her sudden outburst of emotion as shown to students. teachers are expected to handle their emotions, have at hand a solution for everything, and are simultaneously compelled to hide any emotional constraint because they could appear weak or powerless in front of learners. a decolonial perspective in english teachers’ knowledge castañeda-londoño 94 no. 22 interestingly, as pointed out in the communal interpretation of this testimonial narrative, a certain knowledge of the self, and of learners, was also cultivated in the whole situation lorena faced. here knowledge of learners is not meant as in previous research of teacher’s knowledge as related to learners’ level, methodology to keep them busy, or even knowledge of learners’ developmental behavior for their age. no, here knowledge of the self refers to being able to read the context clues to have a response in the flesh and blood to cope with a complex teaching situation. the experience lorena faced can also be explained following gallagher-geurtsen’s (2012) study of youths’ testimonial narratives in neocolonial classrooms. this author highlights that teens “rage against a curriculum created to normalize students’ actions, knowledge, beliefs, and lives” (p. 7). gallagher-geurtsen (2012, p. 7) argues that neocolonial classrooms develop: “…a “logo-scientific curriculum (e.g., narrow, objective-driven lessons); universalism (e.g., the same standards and curriculum are appropriate for all groups of people) … schools must assure that this multimodal system remains intact through observation. observation or surveillance is among the most potent tools of colonization and, indeed, schooling. constantly observing students with the expectation that they “do school” appropriately”. gallagher-geurtsen (2012) suggests that students frequently undergo processes of “conversion” in which they “act the part of the “good student” …and conversion can be promoted by school staff with forms of coercion and disapproval when youth stray from the accepted norms and actions that constitute the official “good students” (p. 8). actions described by lorena such as “setting the attendance”, “writing the date and lesson plan… as the school demands” or students’ accounts of their teachers saying that: “the majority of them [the teachers] say: “you just have to care about learning. that is why you are here. be quiet and write,” show us different levels of coloniality of knowledge and being that destroy a seminal healthy relationship: that of the learner and the teacher. as a matter of fact, teaching is an unquestionably emotional profession in which a big amount of energy is used, and constantly our knowledge of ourselves and others, the students, are constantly reconfigured. while getting to know ourselves and getting to knowing our students, intricate societal issues are at stake. for instance, “unequal power relations impact teachers’ emotions at multiple levels, which include the classroom (micro-level), school (meso-level) and society (macro-level)” (p. 93). probably here, lorena could have also experienced a case of emotional burnout that left an imprint in her knowledge of teaching. de costa et al., (2018) highlight that teachers experience emotional burnout related to the absence of value and respect assigned to the teaching profession. a decolonial perspective in english teachers’ knowledge castañeda-londoño 95 no. 22 discussion and conclusions there are multiple ways in which teachers experience knowledge; one of them is through emotion. knowledge is a completely emotional and corporeal activity as revealed in lorena’s testimonial narrative. authors such as white (2018) and martínez agudo (2018) have documented the neglect that emotions have undergone in the elt field. some reasons for such disregard of the emotional component of teaching as an area of exploration are that first, historically, emotions have been treated as irrational, subjective, or feminine. second, there has been an overprivileged emphasis on reason. third, the incipient research around emotions revolved around sociopsychological issues of learning such as the affective filter or the affective strategies for language learning. still, teaching is essentially an emotional endeavor, and it bears a “sociopolitical dimension” (de costa, rawal, & li, 2019, p. 93) that should be analyzed under a more critical lens. fourth, the connection emotion-cognition was only recognized to back up cognition and not as a full explanation of how people experience the world. a pioneering work such as the one by zembylas (2007) outside the elt field discusses the two tendencies that the study of emotions has had: awareness of emotions in teaching and understanding of the social construction of emotion in the transactions of teaching and learning. yet, zembylas (2005)) acknowledges that within our culture there is the belief that “emotions threaten the disembodied, detached, and neutral knower.” (p. 7). if that neglect happens with emotions, much more happens with the body; 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(2007). the power and politics of emotions in teaching. in p. a. schutz & r. pekrun (eds.), emotion in education (pp. 293–312). academic press. this paper is part of the results of the doctoral dissertation called “traces of knowledge otherwise…english teachers’ experiences of knowledge” in the doctorado interinstitucional en educación at universidad distrital francisco josé de caldas, emphasis in english language teaching. author *adriana castañeda-londoño is a phd candidate from universidad distrital francisco josé de caldas. she has worked as an english teacher for around fifteen years and has also been a teacher educator. she is interested in studying social aspects of language learning and teaching. orcid: https://orcid.org/0000-0001-8360-4528 a decolonial perspective in english teachers’ knowledge castañeda-londoño how to reference this article: castañeda-londoño, a. (2021). moving from what do english teachers know? to how do english teachers experience knowledge? a decolonial perspective in the study of english teachers’ knowledge. gist – education and learning research journal, 22(1), 75-101. https://doi.org/10.26817/16925777.1002 29 the efficacy of phonics-based instruction of english as a second language in an italian high school: a randomised controlled trial1 la eficacia de la instrucción basada en pronunciación en una clase de inglés como segunda lengua en una escuela secundaria italiana: una prueba controlada aleatoria. robert alexander graham coates, judith gorham, and richard nicholas2* università commerciale luigi bocconi, italy abstract recent neurological breakthroughs in our understanding of the critical period hypothesis and prosody may suggest strategies on how phonics instruction could improve l2 language learning and in particular phoneme/grapheme decoding. we therefore conducted a randomised controlled-trial on the application of prosody and phonics techniques, to improve phoneme-grapheme decoding, to test these findings on a typical late high school cohort of italians. a trial group of 24, 17-18 year-olds followed a short 10-week, 20-hour trial course and were compared to a control (14 students) preparing for the cambridge first certificate exam. the trial group were given phoneme/grapheme decoding material and event-related-potential reinforcement in substitution of traditional exam practice, taught from a current textbook and web-site material. results showed that the trial-group significantly improved in both orthography (p=0.048) and pronunciation (p=0.000), in particular in the long vowel and digraph categories. 1 received: march 8th, 2017/accepted november 8th, 2017 2 robert.coates@unibocconi.it, judith.gorham@unibocconi.it, richard.nicholas@unibocconi.it learner autonomy in an english course gist education and learning research journal. issn 1692-5777. no.15. (july december) 2017. pp. 29-67. no. 15 (july december, 2017) no. 15 (july december, 2017) 30 furthermore, they significantly improved in a shortened interview category (p=0.024), for lexis, discourse and pronunciation. due to the trial’s small size, we concentrated on reducing type 2 statistical errors to a minimum. we believe that our results confirmed the neurological findings of the use of prosody in tesol and confirmed the validity of phonics techniques for l2 teaching. we also consider that the results are sufficiently robust to warrant a full-sized trial of phonics and prosody as a valid tesol teaching technique. key words: critical period hypothesis, prosody, phonics, orthography, pronunciation, phoneme-grapheme decoding, tesol. resumen los recientes avances neurológicos en la comprensión de la hipótesis del período crítico y la prosodia pueden sugerir estrategias en como la instrucción en fonética puede mejorar el aprendizaje de una segunda lengua l2 y, en particular, decodificar los fonemas/grafemas. por tal razón, se condujo una prueba controlada aleatoria sobre la aplicación de técnicas de prosodia y fonética para mejorar la decodificación fonema-grafema y probar estos hallazgos en una cohorte normal de una escuela secundaria italiana. un grupo de prueba de 24 estudiantes entre los 17 y 18 años siguieron un curso corto de 10 semanas de 20 horas en total y se comparó con un grupo de control de 14 estudiantes que se preparan para el examen cambridge first certificate. al grupo de prueba se le entregó material para la decodificación de fonemas/grafemas y refuerzo potencial relacionado con el evento en sustitución de la práctica tradicional para el examen que se enseña de un libro de texto y material web. los resultados mostraron que el grupo de prueba mejoró significativamente tanto en ortografía (p=0.048) como en pronunciación (p=0.000), en particular en la vocal larga y categorías de dígrafos. además, mejoraron significativamente en una categoría de entrevista abreviada (p=0.024) en léxico, discurso y pronunciación. debido al pequeño tamaño de la prueba, nos concentramos en reducir los errores de tipo 2 al mínimo. creemos que nuestros resultados confirmaron los hallazgos neuronales del uso de la prosodia en tesol y confirmaron la validez de las técnicas de fónica para la enseñanza de la segunda lengua l2. consideramos que los resultados son lo suficientemente robustos para garantizar una prueba a gran escala de fónica y prosodia como una tecnica válida de enseñanza en tesol. palabras clave: hipótesis sobre el periodo crítico, prosodia, fónica, ortografía, pronunciación, decodificación fonema-grafema, tesol, resumo os recentes avanços neurológicos na compreensão da hipótese do período crítico e a prosódia podem sugerir estratégias em como a instrução em fonética pode melhorar a aprendizagem de uma segunda língua l2 e, em particular, decodificar os fonemas/grafemas. por esse motivo, conduziu-se uma prova controlada aleatória sobre a aplicação de técnicas de prosódia e fonética para efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 31 melhorar a decodificação fonema-grafema e provar estas descobertas em uma coorte normal de 7ª a 9ª série e segundo grau na itália. um grupo de prova de 24 estudantes entre 17 e 18 anos seguiram um curso curto de 10 semanas de 20 horas em total, e foi comparado com um grupo de controle de 14 estudantes que se preparam para a prova cambridge first certificate. ao grupo de prova foi entregue material para decodificar de fonemas/grafemas e reforço potencial relacionado com o evento em substituição da prática tradicional para a prova que se ensina de um libro de texto e material web. os resultados sinalaram que o grupo de prova melhorou significativamente tanto em ortografia (p=0.048) quanto em pronúncia (p=0.000), principalmente na vocal longa e categorias de dígrafos. além disso, melhoraram significativamente em uma categoria de entrevista abreviada (p=0.024) em léxico, discurso e pronúncia. devido ao pequeno tamanho da prova, nos concentramos em reduzir os erros de tipo 2 ao mínimo. achamos que os nossos resultados confirmaram as descobertas neuronais do uso da prosódia em tesol e confirmaram a validade das técnicas de fônica para o ensino da segunda língua l2. consideramos que os resultados são o suficientemente robustos para garantir uma prova a grande escala de fônica e prosódia como uma técnica válida de ensino em tesol. palavras chave: hipótese sobre o período crítico, prosódia, fônica, ortografia, pronúncia, decodificação fonema-grafema, tesol. efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 32 introduction the use of phonics techniques as defined as ‘a system for encoding speech into written symbols.” (mesmer & griffith, p 2. 2004), is well established, as a means of teaching the basis of literacy in most l1 english speaking countries (ehri, nunes, stahl & willows, 2001, stuart 2005, torgersen, brooks & hall, 2006). however, despite a long tradition (for example, chomsky & halle, 1968, jones, 1996) of acceptance that the relationship between phonology and orthography and in particular the phoneme-grapheme code is crucial, decoding skills are still considered peripheral in the tesol literature. there has been recent neurological linguistic research that points to the link between prosody and the application of teaching methods (nickels, opitz, & steinhauer, 2013). these are in effect basic phonics techniques, specifically related to improving both orthography (phoneme-grapheme decoding pg) and pronunciation (grapheme-phoneme decoding gp). the aim of this randomized trial was to create a classroom environment to test the validity of these inter-disciplinary findings on a group of students who would normally be beyond the usual primary age considered as benefitting from l1 phonics techniques, i.e., 17-18 year old students. the problem in italy in italy, the classroom approach to teaching english is still heavily influenced by the grammar-translation method, with a supplement of communicative strategies principally taught by native-speaker (ns) teachers (ministero d’istruzione dell’universita e della ricerca’ 2012). furthermore, italy regularly ranks below the oecd average and recently results have been worsening (pisa 2015). the problem with all instruction (ns or nns) is that there is no or little possibility to teach pg/gp decoding. this lack of instruction on the phonemic structure of english or phonics rules, means that there is no systematic knowledge at any level or age of basic literacy skills as conceived in l1 educational systems (ehri et al. 2001). we could therefore consider that both spelling and pronunciation errors derive directly from an l1 interpretation of the decoding system. this is particularly a problem for italians, and with other similar ‘transparent’ languages such as spanish, (martinez, 2011) given the relative lack of correspondence between vowels and digraphs, as a quick glance at the respective phonemic charts will illustrate (see appendix 1). we therefore hypothesize that a short classroom course concentrating on these decoding skills could improve basic communication and literacy skills, even for older students. efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 33 definitions it is important to define the basic aspects of our argument to clarify the link between decoding skills and improved communication for young adult tesol students. we concentrated on phonics techniques which taught both pg decoding, the ability to recognise and spell correctly any given oral expression, and gp decoding, or the ability to pronounce written sentences correctly. these phonics techniques, according to nickels et al. (2013), concentrated on the prosodic emphasis of supra-segmental phrasing. thus, in the terms of this trial, prosody is defined as a series of exercises (see appendix 3), which use the natural prosody of rhymes, songs or dictation to reinforce phonic patterns. these in turn, create event related potential (erp) events, which nickels et al. (2013) among others, describe as being crucial to open neurological circuits for efficient learning. erps can be defined as neuro-imaging, which potentially show effective events/ methods that could scaffold an individual’s learning process. finally, in the context of this trial, we define meta-cognitive phonics techniques as the concentration on exercises that teach phonics patterns rather than sight words (khabiri, and rezagholizadeh, 2014), so that the students, when taught for example, ‘–ment’ or ‘–tion’, would be able to recognise or even invent new lexis intuitively (see for example, dickerson, 1975), rather than relying on memorized sight words. this would give classroom confirmation of hensch’s (in bardin 2012) interpretation of how older students could overcome cph barriers to learning by relying on cognitive reasoning rather than rote learning. problems of apply phonics for l2 instruction there are several possible explanations of why phonics-based approaches in l1 english teaching have not led to research in tesol. perhaps the most obvious is that l2 learners, especially at low levels, have much less english phonemic awareness than l1 primary learners. in particular the l2 creates interference patterns in their ability to decode english phonemes (trofimovich & baker, 2006). using phonics to establish phoneme and grapheme decoding skills simultaneously is clearly very different from building literacy skills from already established l1 phonemic patterns. therefore, our first task was to establish how and whether it was useful to translate typical pg/gp decoding skills from typical l1 phonics techniques into l2 teaching methodology in a tesol classroom. it is evident that gp correspondences in english are less overt than in other more transparent languages such as spanish (martinez, 2011) efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 34 and italian, or even relatively closely related languages such as dutch (de graaff, bosman, hasselman & veraven, 1999), which have simpler phoneme-grapheme correspondences. martinez (2011), did show the advantages of using english l1 phonics techniques for spanish tesol learners. she found that for successful l2 acquisition, students used their own l1 phonics patterns, which coincided with english patterns. a secondary aim of our research was to discover precisely which phonics patterns should be taught to improve english orthography and pronunciation for italian learners. while the term ‘phonics’ is not common in tesol literature, many important aspects of it have been dealt with comprehensively under other guises. ur (2012) amongst others, very clearly recognized the importance of phonemic awareness and in particular decoding skills, in l2 language learning. there is some recognition of phonics in the tesol literature (for example, khabiri; roqayeh rezagholizadeh, 2014 and johnson, r. c., tweedie, g. r, 2010); it is however rarely considered a valid technique in itself. other phonics-related research, is now dated (for example, dickerson, 1975 and wong, 1992) but did touch on elements such as prosody and decoding. more recent work by jenkins (2002), looked at the distinction between core and peripheral pronunciation skills, although this does not consider the importance of phonemic decoding. she pointed out that intonation and especially the use of schwa sounds is not always core for understanding. this may be so for general comprehensibility but overlooks the importance of the systematic nature (ehri, 2001) of the gp decoding process. interestingly, venezky (1999), looked at the link between spelling and pronunciation, but still considered it as a separate written norm, not an essential part of the whole. another interesting exception is gardner’s (2008) discussion of phonics techniques in eal (english as an additional language) lessons. she discusses the changes in the uk curriculum concerning languages, which we also consider, and shows how they transformed teaching practice in the us and the uk, as she notes – (phonics) “..produced the transformation that here benefitted, the linguistic, sociocultural and cognitive development of learners, particularly eal.” (gardiner 2008, p 263). our thesis is, if this is so for eal (english as an additional language) and l1 language learners, why is phonics not considered for l2 tesol learners? another secondary aim was to investigate the link between decoding skills and to explore whether they could improve l2 communicative strategies. efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 35 finally, recent and pertinent neurological and psychological research has re-proposed the importance of both the cognitive and prosody-related aspects of phonics for l2 english learning. the neurologists hensch and bilihoral (for example, 2008) looked at neurological aspects of language learning in their work on the critical period hypothesis (cph). this has redefined the age-old linguistic problem of how languages are learned and offers glimpses of how learning problems may be overcome, even outside critical periods. this is best summarized by bardin (2012) in an editorial in the journal nature. the use of prosody, rhyme and music has been shown to switch on the neurological processes as also shown by nickels, opitz and steinhauer (2013). they found in a class of adult german l2 english learners, that by creating event related potentials (erps), neurological links were created that made l2 language learning easier. these findings are buttressed by the extensive work of the british neurologist goswami (2004) and co-workers, who established the role of rhyme and music in overcoming dyslexia in l1 english speaking children. the psychologist, suggate (2016) also considered the importance of phonics for the retention of reading capacity for children with learning disabilities. we believe that these inter-disciplinary insights, considering neurological and psychological data need to be tested empirically in a tesol classroom in order to consider their full practical significance. by using a quantitative approach, we aimed to establish measurable criteria, applied to a recognized tesol certificate, in our case the cambridge first certificate exam (fce). we also needed to eliminate as far as possible, any type-two statistical errors, i.e., bias between the content of the trial and control cohorts, bias in the teaching techniques and bias in evaluation criteria and marking. if we could establish that a phonics-based approach was at least as effective as a traditional exam preparation approach for the fce, then we could look in more detail at the content and material of phonics in tesol. review of the literature there are relatively few studies pertaining strictly to phonics in the tesol literature, in a meta-analysis, shanahan and beck (2006) found 52 studies concerning phonemic awareness and 38 specifically on phonics instruction for l1 literacy. in contrast, they found only five empirical studies on phonics instruction for l2, all on reading skills, and no qualitative work. since then (suggate 2016), there has been some additional research which we will consider here. to fill this gap in the literature, we carried out an inter-disciplinary approach following efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 36 four basic streams: 1) inter-disciplinary work mainly from a medical (neurological, paediatric and psychological) perspective on language learning and language disorders, 2) phonics in the l1 literature and how it may relate to tesol; 3) elements of a phonics and decoding in past tesol literature, including prosody and meta-cognitive approaches; 4) research on decoding in l2 language learning. neurological and psychological developments on language learning there has been some ground-breaking research on medical aspects of language learning that under-scores this trial. in particular, the neurological work of the japanese american neurologist hensch, summarized in bardin (2012) on the ‘ungluing’ of the neural circuitry implicit in the cph, fixed in childhood, is fundamental to understand the changes in conception of cph for language learning. hensch and bilihorial (2008) previously showed how it would be possible to shift emphasis away from a simple linguistic approach to an abstract cognitive one as the receptive neurological window remains open longer. thus, older students could benefit from the staggered opening and closing of their relative ‘critical periods’. linguistically, singleton and muñoz (2009) and indeed nikolov (2009) also noted the importance of cph on various elements, (motivation, age group etc.). interestingly, zang (2009) in an article on semantic prosody also called for efl educators to be instructed in semantic prosody and for it to be integrated into efl curricula. in another neurological slant on language learning, nickels et al. (2013) looked at the effects of event related potentials (erp), neurological events which aid retention, on l2 acquisition. they show that prosodic activity neurologically ‘switches’ language acquisition on through erps, even in a classroom-only environment. they came to the conclusion that by using the advantages of prosody in learning, even older tesol students could benefit. finally, in a series of significant neurological research studies, goswami (2004), huss, verney, fosker, mead, and goswami (2011) and cumming, wilson, leong, colling and goswami (2015), look at the importance of rhyme and song on developing prosody in children with dyslexia. they showed that it may be an inability to recognize prosodic clues rather than ‘word blindness’, which is a cause of dyslexia, a factor which can be largely overcome by learning nursery rhymes and songs. summarizing, both segmental and supra-segmental elements have been shown to modify the neuro-cortex that influences language learning. efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 37 l1 phonics literature due to the vast depth of l1 phonics literature, we have been highly selective in the choice of many sources, considering here only a small selection of seminal work. ehri, nunes, stahl and willows (2001), established the fundamental link between grapheme and phoneme decoding and literacy, as did byrne, fielding and barnsley (1989) and kidd, villaume and brabham (2003). furthermore, phonics instruction is not only explicit but also systematic. de graaf, saskia, bosman, hasselman and verhaeven (1998) and mesmer and griffith (2005) looked at the importance of systematic and analytical phonics. they found that a systematic approach was more efficient than a random introduction of phonics patterns. we relate this systematic nature to an l2 environment where many phonics patterns are already established thanks to the subjects’ l1 phonics patterns. however, in contrast to de graaf, we recognize that ‘systematic’ in l2 phonics is fundamentally different to l1 instruction, based primarily on the interference between the english and italian phonetic systems. torgerson, brooks and hall (2006), stated that systematic phonics training can benefit children at different achievement levels. we developed this insight here, as our cohort was older than a typical phonics cohort (i.e., early primary or even pre-school children). in terms of the actual methods used during instruction, rasinski, rupley, nichols christensen and bowey (2005) proved instrumental in the choice of material. these authors looked at the link between phonics and fluency and in particular the use of rhymes and songs, an aspect well developed neurologically by huss et al. (2011) and cummings et al. (2015). there has also been some specific work on decoding, relevant to this study. morgan, moni and jobling (2006) look at the implications of using phonics for young adults with learning difficulties. the implications of their work is that phonics can be a valid technique for this age groups. furthermore, rasinki, rupley and nichols (2006), link the two basic elements of phonics and prosody, in their case, phonics and fluency as an element of reading and performing poetry. elements of phonics in the tesol literature as already mentioned, while the term ‘phonics’ is not common in tesol literature, many important aspects of it have been dealt with comprehensively. as mentioned earlier, the link with phonemic awareness is amply explored by ur (2012). however, this recognition efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 38 is not followed up by examining phonics in l2 teaching or any specific reference to pg decoding. other research did explore other aspects related to phonics but these were generally before the full development of communicative language teaching developed in the 80’s and 90’s. this early work included, for example, the role of pronunciation (dickerson, 1989) reading skills (wong, 1992), the development of selfmonitoring skills implicit in explicit/systematic phonics (for example in firth, 1987) and prosody (wang, 2009). wong (1992) looked at spelling and generative phonology and made the connection between listening comprehension and reading, all are crucial in phonics. the importance of self-monitoring and meta-cognition, emphasized by morley (1991) and hall, myers and bowan (1999), amongst others, could directly be considered an element of explicit phonics instruction. as mentioned earlier, zang (2009) called for an integration of semantic prosody into efl instruction anticipating nickel et al (2013). venesky (1999) also made the link between spelling and pronunciation. however, he still considered orthography as a discipline in itself rather than making the logical step of considering pg decoding as being a fundamental element of literacy. ur (2012), states in no uncertain terms the importance of phonemic awareness and hence the need to empirically test a phonics-based course to evaluate its effects on phonemic awareness. finally, kaushanskaya, jeewon and van hecke (2013) looked at whether phonological familiarity exerted any effects on lexis learning for familiar versus unfamiliar referents and whether successful vocabulary learning is associated with an increased second-language experience. if decoding skills is based on the introduction of familiar references in word groups, then it follows that this could rationalize instruction for lexis learning. another approach to pronunciation moved away from l1 pronunciation patterns to l2 user models (cook, 1999:185). this is acceptable for l2 pronunciation models but does not recognize the affect that decoding patterns may have on production or on literacy skills. here, we attempted to look at the link between decoding ability and general communication skills. l2 phonics research there has also been a limited amount of work on phonics in the l2 classroom. jones (1996) pointed out the potential advantages of using phonics for l2 instruction, also illustrated in heidi (2014). they both describe the basic similarity of l1 and l2 phonics instruction and the possibility of students benefitting from l1 instruction insights. martinez efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 39 (2011) described the specific benefits of explicit and systematic tesol phonics for spanish speakers, particularly for literacy skills and reading comprehension. the difficulty her spanish-speaking subjects had with long vowels is comparable with the problem our italian students had with short vowels. this point was also developed by helman (2004). considering spanish learners’ pronunciation of english, he noted the importance of considering l1 interference (helman, 2004). this would suggest that l2 phonics instruction involves discovering how an l1 may either interfere or aid pg decoding in english. certain l2 meta-cognitive studies suggest how phonics could be applied in tesol. samuel (2010) expands on the importance of meta-cognitive techniques and in particular conscious pattern-finding exercises. this approach is also shared by gardner in what she describes as student ‘experience and empowerment’ (gardner, 2008). share (1999, 2001) also emphasized the importance of self-teaching, important in language learning and an essential aspect of phonics’ patterns acquisition. kahraman, (2012) showed the importance of pronunciation correction for l2 arab speaking teachers and therefore gp decoding. meta-cognition is also treated by nishanimut, johnston, joshi, thomas and, padakannaya, (2013) who found that using l1 metalinguistic knowledge seemed to benefit literacy skills in english for esl students. finally, pittman (2007) also noted a phonemic approach could overcome these difficulties with african american vernacular english (aave) speakers, which would occupy the middle ground between l1 and l2 instruction. finally, alshaboul, looks at how l1 phonemic awareness relates to l2 literacy. in particular alshaboul, asassfeh, alshboul and alodwan (2014), investigate the difficulty that arab speakers have due to l1 phonemic interference on reading efl texts. they explain that the recognition process leads to slow and less accurate l2 lexical recognition. methodology study design our study design, a randomised controlled trial, directly compares a control and trial group of 17-18 year-olds during an extra-curriculum preparation for the fce exam. the fce exam was chosen because the teaching and testing criteria are well established and widely available and therefore both the experimental protocol and materials can be replicated. it is also an exam used by many schools internationally as a communicative adjunct to curriculum l2 english. given our need for direct comparison, the student ‘t’ test was considered the most efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 40 appropriate statistical tool to show the significance between the delta of an initial test and final test after the teaching period. the deltas were compared to examine the relevance of orthography, pronunciation and a general oral skills test based on independent criteria, i.e., on criteria published on the fce resources for the teacher web-site (cambridge esol, 2016), that is criteria based on grammar, discourse, lexis and pronunciation. these comparisons would indicate whether phonics could be a valid tool for tesol instruction. we then applied an anova (analysis of variance) multi-factor analysis of the control and trial cohorts to find whether there was any relative advantage of the teaching techniques used. all statistic calculations used the applicative program (primer) statistica per discipline biomediche stanton a glantz, (italian edition adriano decarli). obviously, this would then need to be verified on a larger scale, precisely as occurred in the large l1 studies in the us and the uk (ehri et al. 1999, torgensen et al. 2008). the study groups were initially between 17–24 (both trial n= 24 and control n=17), 17-18 year-olds from the same school, randomly assigned to each group by the school. there was a slight majority of female students and all students were pre-tested at b2 level, according to the council of europe criteria (2001), intermediate level. a level of b1 (lower-intermediate) or c1 (upper-intermediate) were considered exclusion criteria, although no students were excluded on this basis. each student signed an informed written consent agreement, which explained the purpose of the research. as the study classes were optional, attendance was not compulsory and there was a certain degree of random dropout (final numbers: trial n= 23, control n=14). however, attendance remained high enough, especially for the trial group, to consider the results to be statistically robust. as winter (2013) points out, it is not the size of the samples in these cases that is important when considering statistical relevance, but rather the avoidance of type 2 statistical errors, a point we explore in depth in the discussion. trial lessons consisted of 10 two-hour extra-curriculum sessions. all students followed their regular english lessons during class hours. these regular sessions generally followed a grammar-translation method with non-native language teachers concentrating principally on grammar, syntax, sentence level structure and literature. the students came from a variety of different classes and were randomly assigned to the trial lessons by the english teacher organising the course and the school administrative staff. efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 41 both the trial and the control lessons were taught by two ns teachers. both control and trial teachers had passed through the schools’ selection process, had the same amount of experience teaching these courses. the difference in teaching materials was based on the type of lessons involved, principally phonics for the trial course and only exam practice for the control course. thus, the content of the exam practice for the fce exam included oral, listening and writing exercises, as well as recognition of exam procedures and mock exams. these exercises can be found in the text (brook-hart, 2008) used as well as from the cambridge english esol web-site (2016). in the trial class, phonics techniques replaced the oral exam practice components and consisted of at least 60 minutes of the twohour lessons. it should be noted that all students were still given other exam preparation tasks. these included essay writing skills (paragraph writing and construction), sentence construction and exam procedure recognition. however, the main difference between the trial and control cohorts were the phonics techniques summarized in appendix 3. it should be noted that with the exception of the dictation exercises (a common technique for all students during curriculum lessons), there was no explicit instruction in orthography. we tried to assure that the testing material excluded any specific items that had been introduced during the trial class, so these students had no direct advantage in the orthography test. one exception was the word ‘love’ for the vowel + ‘v’ group, a high frequency lexis, which should have been recognised by all students regardless of experimental group. furthermore, both cohorts received approximately the same amount of time spent on the oral skills inherent in the pronunciation and interview fce tests. the general pattern of the phonics component of the trial lessons was as follows: each lesson concentrated on one phonics pattern, for example the first being the cvc rule, consonant + vowel + consonant = short vowel. the patterns deemed to create problems for italian learners had been identified in preliminary work at the school and can be summarised in table 1. briefly, these areas were phonemic areas which differ from italian to english, i.e. there was l1 interference in the decoding process. the students were asked to recognise the phonics pattern in question by using word games or other devises (for example, pelmanism, word family recognition etc.) based on drilling the phonics pattern in question. much of this material was very similar to the ‘silly questions’ material described by gardiner (2008). the patterns were reinforced and peer corrected using either dictation or exercises the phonics text book used in class (hornsby, shear and pool, 2007), or other reinforcing exercises, for example inventing words (de graaff et efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 42 al. 2009), to strengthen meta-cognitive retention. finally, an erp was created either using pre-existing learning rhymes or songs (for example ‘the digraph chant’), or adapting other online material (for example, the adaption of the beatles’ song, ‘all you need is love’). a full list of the material used can be seen in appendix 3. table 1. phonemic categories presenting problems for italian l1 students trial there were three basic statistical tests in which improvements in the delta (difference between preand post-test scores) per cohort were first analysed individually using a student ‘t’ test and then compared to each other using an anova analysis. the student ‘t’ test was the basic statistical test used, as we wanted to find the relative improvement of the trial and control groups, although the anova data also measured cohort improvements relative to each other. the tests were sub-divided based on the principal phonics categories (short vowels, long vowels, consonant-plus-vowels, digraphs), we had previously identified as being the principal gp decoding problem areas for italian speakers. these categories can be categorised as differences between english and italian phonemes and therefore decoding and are not meant to be definitive but rather a start for possible future research into l2 decoding problem areas, although not restricted to italian (martinez, 2009). overall results there were statistically significant improvements overall for both pronunciation and orthography for the trial cohort compared to the efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 43 control. these general improvements were concentrated statistically in two categories, long vowels and digraphs, with improvements in the other categories, which however were not statistically relevant. thus, large improvements in long vowels (p <000) in the digraph category for both pronunciation and orthography) compensated for relatively weak results in the short vowel and the consonant-plus-vowel sections. these weaker areas were as much interest as the areas that did improve and will be subsequently analysed in detail. the interview section also improved statistically significantly for the trial cohort compared to the control. this section was originally conceived to incentivise the students, by giving them a test more similar to the oral test in the final fce exam. the test also highlighted the course content’s relevance for general spoken skills. it must be pointed out that the general improvement was quite surprising as only the pronunciation category (p <0.000) of the four categories described in the cambridge criteria was considered core to our phonics’ instruction criteria. only the grammar section did not improve significantly (p = 0.203), with statistically significant improvements for discourse (p =0.034), lexis (p <0.000) and pronunciation (p <0.000). to understand these and to eliminate any statistical bias we need to look at the sub-categories for each test separately. orthography (phoneme-grapheme decoding) the orthography test consisted in an examiner reading out aloud twice, a series of 32 sentences, each of which contained three or four elements of one phonics pattern. the students were instructed to write these sentences down and urged to write what they had perceived, even if they felt they had not fully understood the sentence. this was important as we did not want the students to leave gaps whenever a group of phonemes was not recognised, but rather we wanted to see the students’ perception of unfamiliar phonemes. each of the 3-4 elements of the pattern had to be correct in order to score one point. the rationale of the marking system was to test recognition of phonics patterns rather than individual words. one correct word may have represented a learned ‘sight word’ (an individually learned word with no recognition of the pattern). thus, the first eight sentences tested short vowels, the next group, long vowels and so on. it was important to perform the orthography test first, in order to introduce the lexis and context, thus aiding comprehension and giving a cognitive schemata for the subsequent pronunciation test. efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 44 figure 1. cohort compared improvements in amounts of errors made (orthography) graph shows improvements (fewer errors) with the exception of the long vowel category in the control cohort. improvements in the long vowel and digraph categories were statistically significant (p values both p<0.000). indeed, there was no appreciable improvement at all for the long vowel section in the control cohort (+ 0.17 errors), underlining that generally spelling is a persistent and stubborn problem to overcome. we believe the improvement for the trial group was due to the recognition of the relatively simple morphophonemic patterns, the mainstay of phonics in l1 learning. the richness of material, even considering the obvious cognitive gap (the material was designed for 8-12 year old l1 learners, compared to our older cohort) also helped reduce the affective filter of the trial group making the whole course seem more ‘fun’. there was virtually no improvement in either cohort for the consonant-plus-vowel category (score +0.17). at the time of the study, we had no specific material to aid instruction so this category was introduced in a more traditional explanation-practice technique with no erp inducing material. subsequently, we found material for this category, which we intend to use in future research. it should also be noted that in l1 teaching these categories are systematically taught within a considerably longer time framework, whereas here, they were introduced as stand-alone lessons. efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 45 table 2. cohort compared improvements in orthography all statistically significant (p < 0.05) differences are shown in gray, f (anova) t-test p statistical significance short vowels 2.71 1.645 0.109 n.s. long vowels 20.13 4.486 0.000 consonants + vowel 0.05 0.232 0.817 n.s. digraphs 18.29 4.295 0.000 total 4.21 2.053 0.048 n.s. = not significant, statistical significance set at p<0.05 pronunciation (grapheme-phoneme decoding) the pronunciation test consisted of each student reading sentences aloud, and was assessed on the same series of 32 sentences used for the orthography test. this test follows the orton-gillingham method (1997) (in de graaff et al. 2009: 322-323) for testing pronunciation. there was an important exception in that we tried to give all words a context (that is they were given in sentences rather than individual words) and were chosen from lexis that the students’ regular teachers had indicated should have been familiar and had been introduced during their regular curriculum lessons. this was important as it is generally recognized that it is difficult to pronounce unknown vocabulary or lexis out of context (yule, 2010). graph shows improvements (fewer errors) with the exception of the long vowel category in the control cohort. efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 46 figure 2. cohort compared improvements in amounts of errors made (pronunciation) there was a statistically significant improvement for both long vowels and digraphs (both p<0.000). we believe that this was due to the large amount of material available as reinforcement (see appendix 3) and to the relative ease of relating to new grapheme representations (such as, /ð/, /θ/, /tʃ/, /ʃ/) which, although different in italian, do not constitute a serious phonological problem. while short vowels did improve, they did not do so statistically (p = 0.283). we believe that this may be due to the fact that the italian vowel system does not have true short vowels but what can rather be considered allophones (especially the /i/, /ɔ/ and /u/) (see italian phonemic chart, appendix 1). the consonant-plus-vowel area also did not improve significantly. again, during the trial we had had no access to additional erp material, which we intend to include in the future. table 3. cohort compared improvements in pronunciation delta post – pre-test of control and trial cohorts difference in number of errors. f (anova) t-test p short vowels 1.19 1.089 0.283 n.s. long vowels 6.01 2.452 0.019 consonants + vowel 0.03 0.186 0.854 n.s. digraphs 119.01 10.856 0.000 total 20.93 4.575 0.000 n.s. = not significant, statistical significance set at p<0.05 efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 47 the interview the interview test was based on four categories outlined in the cambridge syndicate’s guidelines i.e., grammar, pronunciation, discourse and lexis. for our purposes, we were mostly interested in pronunciation and to a lesser degree lexis, due to the introduction of word families in the trial cohort. the other categories were not considered to be related to the trial methodology except in as much as they affected the overall significance of the test results. the interviews were shorter (between 3-5 minutes) than the actual oral tests carried out during cambridge exams, although the criteria used were the same and both examiners were qualified and experienced fce examiners. it should be noted that the interviews were not meant to replicate the fce oral exams and cannot be considered a direct indicator of final fce oral score. the marking system was expressed as a score from 1-5, divided into half points. so, unlike the previous two tests where the reduction in errors was counted, here, there was a positive score count. figure 3. improvement (average improvement in scores) for the interview the improvement in the trial cohort was statistically relevant for the overall score (p = 0.024) and for pronunciation (p <0.000), discourse (p <0.034) and lexis (p <0.000), although not for grammar (p <0.074). as already mentioned, the improvement for pronunciation was the main category we were interested in. the improvement for the lexis group may have been due to the inclusion in the trial group of efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 48 teaching word families and word creation, typical phonics’ exercises. thus, once the construction of a suffix (or prefix) such as, for example, ‘–ment’ or ‘–tion’ were understood, then students could ‘invent new lexis intuitively’ (dickerson, 1989). the improvement in discourse for the trial group is less easy to explain. possibly, the emphasis of suprasegmental pharsing as explained by nickels et al. (2013) in prosody exercise, aided oral discourse. however, given that this category was not under examination here except as being part of the global interview score, we cannot make any assumptions about the efficiency of phonics techniques to improve discourse. table 4. cohort compared improvements for the interview (anova). f (anova) t-test p grammar 3.39 1.841 0.074 n.s. pronunciation 37.83 6.151 0.000 discourse 4.86 2.205 0.034 lexis 518.31 22.766 0.000 total 5.59 2.364 0.024 improvement in score (1-5), n.s. = not significant, statistical significance p<0.05 overview the results of the test clearly showed that the trial cohort improved in all three overall categories significantly more than a traditional, exam practice course of 10 weeks. furthermore, long vowels and digraphs improved remarkably for both orthography and pronunciation, whenever abundant prosodic material was available. it was only the short vowel and consonant-plus-vowel categories, which did not improve significantly. the short amount of time available could explain our inability to statistically improve short vowel recognition due to the recognised problem for all l2 learners to improve allophone recognition and production. the consonant-plus-vowel category on the other hand was complex, had no readily available material on line to create erp exercises and had relatively little time dedicated to it during the ten-week course. however, the difficulty of improving this area does emphasize even more the relative success of the other categories. it also poses the question of why certain areas improved considerably while others did not. we will now exam these differences. efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 49 discussion we need to return to our primary objective to consider the implications of these results. as we noted, phonics and a prosodic approach to tesol is not currently the object of widespread research, so many doubts remain concerning its efficacy or indeed theoretical base. recent neurological research on the role of cph (bardin, 2012) and the opening of language reception windows, prosody for l2 classroom learning (nickels et al. 2013) and prosody, rhyme and music (cummings et al. 2015) in treating dyslexia, have established a theoretical base which could indicate an important role for phonicsbased instruction in tesol. our primary objective was to relate these results directly to the tesol classroom. if positive, we could move on to try to understand how phonics works in tesol, how it differs from l1 phonics teaching and finally, what materials need to be developed to exploit any possible benefits of a phonics-based approach. this would need to be examined, in more extensive and intensive research than this current work was designed to fulfil. before considering the validity of these results, we need to examine the possibility of any type 2 bias in the statistical results, especially given the relatively small size of the cohorts involved. we therefore need to look at the study trial design to gauge whether these results are valid and what needs to be improved in future research. we will consider cohort composition, both teachers and students, the course content and finally the testing methods and variables. the classes both classes were of comparable age, sex, motivation and ability and had been randomised by the school before the trial began. while the randomisation process had not used computer-randomising programs, there is little reason to expect any bias in composition, as the school had no knowledge of the protocol or which cohort (control or trial) the students were assigned to. the trial teachers were of comparable experience and the only difference between the cohorts was the trial teaching material. the content of the control course was dictated by the content of the exam practice book and on-line material available (cambridge esol, 2016) for the fce exam. this material is considered standard and while the approach of individual teachers may differ, it can be considered the communicative-based norm for this type of examination preparation course. the trial-cohort lesson content is described in the methods section and is illustrated in appendix 3. the emphasis of the course was to introduce phonics patterns metaefficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 50 cognitively, allowing students to recognise the patterns and then create prosodic exercises as erps to reinforce retention (nickels et al. 2013), or music as in cummings et al. (2015). any trial results should therefore be the result of the instruction techniques deployed. the testing the aim of the pre/post-tests was to measure improvements in orthography and pronunciation (de graaf et al. 2009), and in the interview, to test general oral skill improvement. neither trial nor control cohort received any explicit advantage in these test items in terms of practice with the trial techniques. this is true with the possible exception of the following; 1) dictation exercises (although not the tested items) are a very common technique in curricula courses so neither groups would have been at an advantage. 2) the control group did have more time to practice the interview section of the trial although the results did not show any appreciable advantage for the control group. we did not follow-up the students to understand their real fce results as their final result would have involved too many other variables to be relevant for this research. the variables, grammar and discourse, in the interview were not the subject of this research so we do not claim any relevance for these results accept in as much as they affected the final interview score. the lexis category, although not central to this research, was introduced as a phonics exercise in trial classes due to the use of word family exercises and meta-cognitive word creation. the pronunciation category was central to the research. the examiners the examiners were both qualified fce examiners and therefore can be considered competent and appropriate for the task involved. they had no prior knowledge of the research protocol and were blinded to which students belonged to which cohort. the students they tested were randomised for both preand post-test, so neither examiner had either all trial or all cohort subjects (i.e., they were cross-tested). the interview was not a duplicate of the fce but was a shorter interview based on personal information, which is available to the general public on the fce website (cambridge, 2016), so it cannot be claimed that the results would predict final fce test results. the main criteria for the interview were to provide indications of general oral skills in terms of fluency and accuracy, not to duplicate fce criteria. efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 51 trial results the statistically significant results for all three categories, orthography (p = 0.048), pronunciation (p < 0.000) and the interview (p = 0.024) would indicate that the phonics techniques used did achieve our objective of providing successful instruction in l2 orthography, pronunciation and general interview skills. this was not fce specific, so therefore we believe that these techniques can be applied to other age groups and/or objectives. this would give us the opportunity to test phonics and prosody in other teaching environments or ages, and understand the wider significance of this approach. this is essential in applying the findings of hensch and bilihorial (2009), nickels et al. (2013), huss et al. (2011) and cummings et al. (2015) in a tesol environment and to test their efficacy. the results of each of the categories, short vowels, long vowels, consonants-plus-vowels and digraphs, are also very interesting, as they give an insight into what worked well, and what still needs to be refined. the long vowel and digraph categories improved equally for both orthography and pronunciation, a result underlined by the statistical significance of the pronunciation category in the interviews. in both these categories, there was ample material available on-line, the prosodic material was simple, clear and effective and there was relatively little phonological difficulty for the subjects. furthermore, during feedback, the students expressed the sentiment that they had become aware of simple language procedures for the first time. it was the importance of ‘raising awareness’ of phonics patterns that the students instinctively already knew, and subsequent reinforcing them with erp material that seemed to have been most effective. further qualitative data would be useful to understand how students perceived the tests. the relatively small degree of progress in the short vowel and consonant-plus-vowel categories reinforces the importance of both meta-cognitive recognition of patterns and erp reinforcing. the short vowel category is particularly important, as according to crystal (1997: 216) a third of all english vocabulary includes the short vowel, consonant plus vowel plus consonant phonics pattern. while there was on-line material available for short vowels, the noted problem of allophonic interference from the l1 created a great deal of problems for most subjects. this was so especially for short vowels, /ɪ/, /o/, or /ʌ/, which are interchanged or difficult to reproduce for italian l1 speakers (see italian phonemic chart appendix 1). efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 52 for the consonant-plus-vowel category, for example, as in war, walk and work /wɔr/, /wɑk/, /wək/, there were no simple patterns to follow and we used little on-line prosodic material, especially of the correct cognitive level (most material was designed for a younger age group). clearly, both a didactic strategy and materials need to be developed to make these areas more accessible for most students. furthermore, our subjects had passed the initial cph peaks, especially after 14/15 years old, during which pronunciation drills would be more efficient. however, the fact that when the prosodic material was not available, this strategy was less effective would reinforce the neurological rationale proposed by hensch (2008). in comparison with the control cohort, we can say that the trial technique was more effective. according to the anova tests, all areas improved more in the trial (overall results for orthography anova f value 4.21, pronunciation, 20.93 and interview, 5.59) than the control, and were statistically significant for the long vowel and digraph categories. given the short duration of the course, it would be difficult for control parameters to improve significantly whereas in the trial, subjects benefitted from the understanding of patterns rather than individually learnt sight words or practice. indeed, given the emphasis on exam practice the control cohort actually had more exam practise, which was not reflected in their final scores. conclusions in a total final cohort of 38 high school students preparing for the fce exam during a 20-hour preparatory course, the trial teaching methodology was shown to be statistically effective as a preparatory technique. in particular it was an effective means of improving orthography (p = 0.048), pronunciation (p < 0.000) as well as general oral skills (p = 0.024) as proscribed by the fce examination criteria. it was also statistically more efficient than a traditional exam preparation course, for (anova f value) orthography = 4.21, pronunciation = 20.93 and general oral skills = 5.59. while the sample was small, the results were statistically robust and as far as possible, avoided statistical type 2 errors. we believe that the results could be the basis of more widespread phonics/prosody based empirical tests for a wider l2 population. despite the efficacy of the meta-cognitive approach to teach phonics patterns for our older subjects, we would suggest that research is carried out on a younger age group (primary school) of l2 english learners to overcome phonologically difficult areas such as allophone recognition. efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 53 in general terms, we showed that within the scope of this trial, a relatively short twenty-hour teaching course did have significant results in improving not only pg and gp decoding skills, but also improved the fce interview skills of discourse, pronunciation and lexis. this would indicate, if replicable on a large scale, that attention to l1 interference of phonemic recognition could make a significant impact in the english l2 learning classroom. furthermore, this improvement was not linked to the relatively short learning window that phonics techniques are usually taught in the l1. by using the meta-cognitive ability as defined in this study of recognising phonics patterns, our 17/18 year olds significantly improved their l2 performance, even when linked to a general language test such as the fce. given the widespread nature of phonics l1 teaching, the decoding material used is both plentiful and free available on-line. the only real challenge is to adapt this material to a cognitively older age group. thus, even a small amount of instruction in de-coding skills and attention to l1 interference can lead to significant improves, at least for languages such as italian (and possibly spanish), where english phonics patterns different considerably. research drawbacks as we have mentioned, the small size of the samples was the principal drawback of this study, especially for the control cohort (originally n = 17). the dropout rate from the control reduced the power of the control’s significance, although not that of the trial cohort results. given that we aimed to test the viability of applying this method for other experimental settings rather than wanting to prove the general viability of the method, we believe that the sample was sufficient. we are presently working on classes with obligatory attendance, which would further alleviate this problem. according to winter (2013), it is not the size of the sample which is crucial, but rather the avoidance of type 2 statistical errors which is the principal test of robustness. here, our main concern was to eliminate these errors. the relative small size of the control group did not affect the efficacy of the trial techniques. the only factor that we believe could have negatively affected the results, was the relative efficacy of each of the teachers. in a larger study, we hope to be able to supply guidelines to other l2 teacher in order to eliminate this variable and test the hypothesis on a wider scale, excluding any teacher specific influence. the repeatability of the techniques could also be a point of contention. the errors of trying to apply a universal standard was amply demonstrated in the controversy of applying l1 phonics efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 54 techniques in england after government intervention (stuart, 2005) rather than relying on teacher interpretation of techniques as shown in the clackmannanshire study (ellis, 2007). however, we believe that the development of materials and the efficacy of prosodic erp techniques as shown here, need to be understood fully in order to confirm the neurological findings in hensch (in bardin, 2012), nickels et al. (2013), cummings et al. (2015) and huss et al. (2011). we therefore, intend to collaborate with italian neurologists to verify the connection between prosodic material and erps to clarify this link. finally, as noted, we fully intend both to develop new material and to use existing material for phonics erp activity for future research. efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 55 references alshaboul y., asassfeh s., alshboul a., alodwan t. (2014) the contribution of l1 phonemic awareness into l2 reading> the case of arab efl readers, international education studies, vol 7, n. 3 bardin, j. (2012). neurodevelopment: unlocking the brain. nature, vol. 487, 04 july 2012, 24-26. brook-hart, g. 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(2006) learning second language suprasegmentals: effect of l2 experience on prosody and fluency characteristics of l2 speech, studies in second language acquisition, volume 28 / issue 01 / march 2006, pp 1-30 ur, p. (2012). a course in language teaching: practice and theory: cambridge, cambridge university press, venezki, r . l, (1999) the american way of spelling: the structure and origins of american english orthography, the guilford press, new york. winter j c f. (2013). using the student’s t-test with extremely small sample sizes, practical assessment research and evaluation, vol. 18, n. 10, 1-12. wong, r. (1993). pronunciation myths and facts. english teaching forum oct. 1993, 45-46. zang, w. (2009) semantic prosody and esl/efl vocabulary pedagogy tesl canada journal, vol. 26, issue 2, 2009 efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 60 authors *robert coates graduated from edinburgh university, with a general arts degree followed by an m.a. in history, i subsequently gained an m.a tesol from sunderland university (uk) in 2014. i worked at brescia university, initially in the medical faculty teaching medical english, where i started cooperating with various medical doctors in publishing articles in medical journals as a medical writer. this led to my first esp research area of medical publishing in english. my interest in using medical approaches to linguistic studies particularly for empirical research, stemmed from early interest. subsequently, following my ma tesol, i became interested in learning strategies both at schools and for older students. given the widespread use of phonics for l1 teaching, i was particularly interested in the possibility of applying these techniques to l2 teaching, both for children and for older students. again, contact with both psychologists and neurologist cultivated a strong interest in ‘cross-fertilized’ research, applying findings from medicine in linguistics. judith gorham after graduating in fine art from newcastle university. i took a pgce before coming to italy to teach at the british council in 2000. i took the delta in 2002 and worked in the tertiary sector in northern italy. i have been teaching at bocconi university for 15 years while currently finishing an ma in education (applied linguistics) from the open university. i am interested in systemic functional linguistics and currently working on english as a medium of instruction in italian universities. richard nicholas holds an ma tesol from university college london and teaches at the università commerciale luigi bocconi, in milan, italy. he has worked for over 15 years in the field of english language training, development and assessment. his interests lie mainly in the socio-economic and geopolitical relationships which influence the teaching of english as well as second language acquisition. efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 61 appendix 1. the english phonemic vowel chart efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 62 appendix 2 pre and post tests calini preliminary language test phonics: teacher’s copy. short vowels /ae/ the black cat is sitting there next to her bag. / ɛ / let me have a look at your pet dog. can it beg? / ɪ / please sit down here on the seat. there is a bit of cake and you can sip the water. / ɑ / what have you got! please don’t eat it from the pot as it is very hot! / ^ / the rugby ball is in the tub, can you take it to the club. after v’ / ə / i do love wearing my gloves in winter, they’re as hot as an oven. before th’ /ə / and / ɑ/mother and father sat together with their brothers. / ɪ / compared with / i / you must always sit on your seat, see your shoes fit your feet correctly. long vowels two vowels / i / there is a lot of meat here. take a seat and we can decide how to eat it. / e / the house was very plain and uninteresting. its main attraction was its garden, which i’d like to see again. / o / would you like to come on my boat. don’t worry it floats but you will need a rain coat. /aj / last night i had a fright. i saw a mighty dog bite a man. double vowels / ʊ / look out! you nearly put your foot onto my new book. magic ‘e’ / e / this is my mate. we were both very late last night and missed our train. i /cons/ e / aj / the sun rises at five in the morning. we can then drive in our car. efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 63 u/(con)/e / u / you must follow the rules and not be rude especially in june. consonants and vowels and grammatical morphemes /a:/¬+ r /ɑr/ shall we take the car? it’s not so far but we can stop afterwards. w +/o:/. / ər / this world would be nice if we didn’t have to work so much /h/ the huntingdon hotel has a horse on a sign over the door. /-ed/ he studied so much and learned so little because he liked to say he had finished the course. /-er/ / ə / (schwa) did you know that his father is a computer expert and his sister is a teacher. /wa/were/ –/ wə/what did you say they were? i said that one was a wasp not a bee. /-ing/ / ŋ/ he was singing a tune and playing along while the teacher was bringing the class to an end. /s/ /z/ there are several reasons for why he says you want some flowers digraphs and various blends or combinations /th/ / ð / that is the first question. you must then move to the second one. /th/ /θ/ thank you very much for thinking about the cloth for the dress. /sh/ / ʃ/ i wish you would brush the shampoo out of your hair. /ch/ / tʃ/ there is an old church, where the french play chess in the afternoon. /ph/. /f/ the photographer was taking pictures and framing them on the wall for the physician. /wh/ /w/ when will we be able to whistle the new tune? while it is still winter i hope? / dʒ / you need a sponge to wipe down the mess made by the orange / ə/ the money that the company raised was enough to go to london. (typical error) . . indicates tested lexis efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 64 calini preliminary language post test phonics short vowels /ae/ the fat man had a very impressive lap-top computer / ɛ / the ten stones were set in silver and belong to ben . / ɪ / he decided it was a good fit for his thin build, so he bought the pin-stripped jacket. / ɑ / can you mop the floor and stop complaining. its not hard! / ^ / it will be great fun! i don’t want to run in so much mud. after v’ / ə / we discovered a plane above us despite the cloud cover before th’ / ə / and / ɑ/don’t smother the taste, it will be a bother to make another. / ɪ / compared with / i / you will feel the heat if you hit the cup too much. just fill it please. long vowels two vowels / i / it was a grey and bleak day on the beach, but we wanted to watch the sea. / e / the train was travelling fast across the plain, which we didn’t do again. / o / there was a funny goat, which was eating oats and moaning. /aj / it was quite a sight! a fight between the black knight and a dragon. double vowels / ʊ / what a fool! he nearly broke the stool by the swimming pool. magic ‘e’ / e / it was fate that she would be late and missed the main plate of the evening. i /cons/ e / aj / you must write down your name to say your grandmother is alive and smiles a lot. u/(con)/e / u / you can take the tube in london and use your ticket, it makes pure sense. consonants and vowels and grammatical morphemes /a:/ + r /ɑr/ the army used a special gun so as not to harm the shark. w +/o:/, / ər / this word is worth a lot in the exam. it works a lot. /h/ the harm that a hamster can do is more than half its value. efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 65 /ed/ he showed that he had received the box as it was packaged in plastic. /-er/ / ə / (schwa) the manager helped me to show the expert her place. /wa/were/ –/ wə/it was a warm day so the swarm of bees moved towards the hive.. /-ing/ / ŋ/the bell was ringing as he had wrung it with all his strength. /s/ /s/ /z/ stones will help the waves break. the bygone then crashes on the beach digraphs and various blends or combinations /th// ð / there was a difficult silence as the stranger then moved across the room. /th//θ/thanks-giving is celebrated in thirteen states, throughout the world. /sh/ / ʃ/ he was very shy but silly, shameless but not stupid. /ch/ / / tʃ/ much has been said about the difference between chilling wine and cooling it. /ph/. /. /f/ philosophy was studied previous to physics, but after maths preparation. /wh/ /w/ can you tell me whether it will be good or bad and when the weather will improve? / dʒ / the cartoon character was bright orange and the shape of a square sponge. / ə/i thought the honey was well worth the money we spent in london. efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 66 appendix 3 summary of lesson content with web-site addresses 5. summary of lesson content and web links in appendix 3. 1. short vowels/cvc rule. allophone recognition /difficulty to recognize/repeat as a contrast in following lessons (here contrasted to long cv pronouns). ‘short vowel song’ video posted to https://www.youtube.com/watch?v=4tjct7gto3u and https:// www.youtube.com/watch?v=hnvhx3vk1jg , simple and reverse dictations, students asked to write and then read their own dictations; peer corrected/teacher controlled 2. long vowels (contrasted with short vowels). minimal pairs to underline difference/introduction of ‘magic e vowels – elicit rule. word invention (included nonsense words). ‘magic e song’ video posted to https://www.youtube.com/watch?v=bzhl6ycrxzq long vowels and double vowels (contrasted with short vowels (cvvc). minimal pair games/ gap fillers / dictations omega and alpha. ‘when two vowels go a walking song’ video posted to (https://www. youtube.com/watch?v=7fb3pdt8kxg) 3. introduction: film daunbailò (down by law) jim jarmusch (1986), video posted to https://www.youtube.com/watch?v=7rk3s_bp9ke, elicit use of homophones (‘i scream for ice scream’), pelmonism and elicitation of homophone categories – peer correction to reinforce meta-cognitive approach, dictations. 4. v’ rule/ ou/ other long and short vowel contrasts. vrule silent approach (mime followed by eliciting of rule followed by reinforcing the activity with beatles’ ‘all you need is love’, song, video posted to https://www.youtube.com/watch?v=cletgrurtjo. 5. consonants: grammar morphemes -ing/-ed/-s/’ve/. to underline phoneme/grapheme correspondences. (noughts and crosses) – peer review correction of pronunciation (and grammar use) – students able to convert high degree of language use to phonics groups. also limited use of phonetics (especially for -gn/ng) –activating grammar –translation knowledge to transfer to meta-cognitive rules. (introduction of schwa) 6. digraphs, wh-/th-/gh-/kn-/phintroduction again of homophones to create phonics patterns. concepts of types of words e.g., wh questions, ph –scientific various –gh for function words and adjectives. peer reviews to create a meta-cognitive framework. efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) 67 ‘the digraph song’. video posted to https://www.youtube.com/ watch?v=bfq2g_azw4c 7. consonants changing vowels r/ wcar/word/work/. introduced from –gh digraph. dictations from hornsby-students elicit rules. recognition of word groups from fce reading exercises. 8. consolidation – creation of word family tables e.g., nouns: -ment, -er/or,-tion, -ology, adjectives: al/-ical, adverbs: – ly prefixes/ suffixes for word recognition: pre-, un-, disetc.. round of prosodic activities based on web phonics exercises: 10. final test and individual feedback given to students. efficacy in phonics based instruction in esl coates, gorham & nichols no. 15 (july december, 2017) no. 15 (july december, 2017) gist ii semestre 2016-9.indd 93 task-based learning and language proficiency in a business university1 aprendizaje basado en tareas y suficiencia de inglés en una universidad de negocios amelia chloe caroline newsom-ray and sarah jane rutter2* universidad ean, colombia abstract this project adds to the growing body of empirical research focusing on the effects of task-based learning (tbl) on second language acquisition. through the design and implementation of two business english case studies, in which learning was scaffolded through a sequence of tasks, the authors argue that a tbl approach to language teaching more effectively engages students and promotes greater oral language proficiency than traditional approaches. the authors argue that guiding students to utilise and combine their existing knowledge and skills with vocabulary and structures presented in class to solve case study problems has the potential to result in greater student confidence and, subsequently, greater language proficiency. nevertheless, various factors can significantly reduce the successfulness of tbl in this context, including disparate learner profiles in cultural and business knowledge, life experiences, motivation, as well as constraints in terms of time and institutional assessment. key words: task-based learning (tbl), business english, case studies, esl, tesol, task sequencing resumen este proyecto se suma a un significativo número de investigaciones empíricas, centrándose en los efectos del aprendizaje basado en tareas (tbl) en el proceso de adquisición de una segunda lengua. mediante el diseño e implementación de dos estudios de caso en las clases de inglés de negocios, en las que el aprendizaje 1 received: april 5, 2016 / accepted: september 15, 2016 2 amelia.c.c.ray@gmail.com / sjrutter@universidadean.edu.co gist education and learning research journal. issn 1692-5777. no.13. (july december) 2016. pp. 93-110. teachers and students’ stereotypes no. 13 (july december 2016) no. 13 (july december 2016) 94 fue escalonado a través de una secuencia de tareas. las autoras sostienen que el enfoque de aprendizaje basado en tareas involucra de manera efectiva a los estudiantes en el aprendizaje del idioma y promueve una mayor competencia del lenguaje oral que los enfoques tradicionales. las autoras afirman que el guiar a los estudiantes en el uso y combinación de sus habilidades y conocimiento existente con el vocabulario y las estructuras presentadas en clase para resolver problemas de estudio de caso contribuyen a que el estudiante tenga mayor confianza y posteriormente un mayor dominio del idioma. sin embargo, diferentes factores pueden reducir significativamente el éxito del aprendizaje basado en tareas en este contexto, incluyendo los diversos perfiles de los estudiantes en relación al conocimiento cultural y empresarial, experiencias, motivaciones, así como las limitaciones en términos de tiempo y evaluación institucional. palabras clave: aprendizaje basado en tareas, inglés de negocios, estudios de caso, inglés como lengua segunda, enseñanza de inglés como lengua segunda, secuencia de tareas resumo este projeto se soma a um significativo número de pesquisas empíricas, centrando-se nos efeitos da aprendizagem baseada em tarefas escolares (tbl) no processo de aquisição de uma segunda língua. mediante o desenho e implementação de dois estudos de caso nas aulas de inglês de negócios, nas que a aprendizagem foi escalonada através de uma sequência de tarefas escolares. as autoras sustentam que o enfoque de aprendizagem baseado em tarefas escolares envolve de maneira efetiva os estudantes na aprendizagem do idioma e promove uma maior competência da linguagem oral que os enfoques tradicionais. as autoras afirmam que o guiar os estudantes no uso e combinação de suas habilidades e conhecimento existente com o vocabulário e as estruturas apresentadas em aula para resolver problemas de estudo de caso contribuem a que o estudante tenha maior confiança e posteriormente um maior domínio do idioma. entretanto, diferentes fatores podem reduzir significativamente o êxito da aprendizagem baseada em tarefas escolares neste contexto, incluindo os diversos perfis dos estudantes em relação ao conhecimento cultural e empresarial, experiências, motivações, bem como as limitações em termos de tempo e avaliação institucional. palavras chave: aprendizagem baseada em tarefas escolares, inglês de negócios, estudos de caso, inglês como língua segunda, ensino de inglês como segunda língua, sequência de tarefas escolares task-based learning and language proficiency newsom-ray & rutter no. 13 (july december 2016) no. 13 (july december 2016) 95 introduction this research project was developed in order to address an increasingly important area of second language acquisition: students learning english in order to compete in the international job market. the authors were interested in approaches which facilitate the effective development of communicative skills for business purposes. moreover, the authors were particularly interested in the ways in which existing knowledge and skills can be harnessed and integrated in order to facilitate business-focused communication. to this end, a task based learning (tbl) approach to business english was applied in a south american university setting in order to investigate how redesigning modules of study into sequences of activities might facilitate students’ oral communication skills. currently the colombian government is implementing initiatives in order to increase bilingualism in the country. for example the national bilingualism programme, created by the colombian ministry of education in 2004, offers all students the possibility to become bilingual in english and spanish (de mejía, 2011). as mastery of the english language is positioned as a fundamental aspect to this process, it is important to investigate best practice firmly situated within the colombian context. this includes an analysis of current practices and initiatives in many contexts, including business settings. at the university in this study, the application of case studies has proven challenging for students across all business english courses at the university. breen (1984) argues that by placing communication at the centre of the curriculum, both goal and means merge to become one and the same. yet, we often witness students who are able to produce language in class activities, but who are less capable of producing spontaneous, unstructured dialogue. consequently, tbl’s emphasis on learning to communicate through interaction in the target language (nunan, 2004) is of particular interest for the university. the ensuing research therefore aimed to explore the usefulness of tbl for increasing language proficiency including motivation, engagement and greater confidence with the language (willis & willis, 2007). in order to address these interests, the following two key research questions were created: how does tbl promote students´ oral language proficiency in business english? and how does tbl engage students in both content and oral language learning through the solution of business case studies? results demonstrated that by employing nunan’s (2004) tbl approach to the development of business english case study materials, tbl has the potential to lead to improved oral task-based learning and language proficiency newsom-ray & rutter no. 13 (july december 2016) no. 13 (july december 2016) 96 proficiency through greater student engagement, spontaneity, and communicative confidence through the provision of opportunities for the application of existing skills and socio-cultural knowledge in a way which supplements, complements, and encourages the integration of existing language skills and life experiences. in sum, the authors found that by implementing a tbl approach to the use of case studies, students were indeed more engaged and increased their oral language proficiency. that said, various factors affected the successfulness of tbl including disparate learner profiles, life experiences, intrinsic motivation and time and institutional constraints. these factors thus highlight important areas for consideration for those implementing a tbl approach to syllabus design. literature review conceptualizing task-based learning task based learning (tbl) has its roots in communicative language teaching (clt) (nunan, 2004) which emphasises social interaction as fundamental for language acquisition (myles & mitchell, 2004) and provides a practical means of applying the conceptually broad clt (skehan, xiaoyue, qian & wang, 2012). in practice, tbl involves using interactive tasks designed to be performed through real communication, as opposed to the teaching of a sequence of language items (rozati, 2014), or specific linguistic forms (rodríguez-bonces, m. & rodríguez-bonces, j. 2010). in this way, the learner is placed at the centre of the process (nunan, 2004) and the teacher acts as a language consultant (almagro esteban & pérez cañado, 2004), creating opportunities for meaningful language production and interaction (willis & willis, 2007). consequently, tbl focuses less on knowledge of a language and more on what learners can do with the language (richards & rodgers, 2001). task based learning literature tasks have been discussed and defined in many ways by researchers and educators, from focusing on the importance of communicative information exchange activities (tang, chiou & jarsaillon, 2015) to the form, complexity and scale of tasks (thomas & wright, 1999), and the way in which language learners are forced into a variety of roles (thomas & wright, 1999). empirically speaking, as robinson (2011) highlights, although tbl was initially conceptualised as a means for improving pedagogy, it only had a minimal foundation task-based learning and language proficiency newsom-ray & rutter no. 13 (july december 2016) no. 13 (july december 2016) 97 in empirical research regarding second language acquisition. tbl has since been studied in a number of different contexts, both qualitatively and quantitatively. for example, carless (2002) investigated problems implementing task-based learning for young learners in a school setting. murphy (2003) reflects on the relationship between tasks, teachers and learners. yule, powers and macdonald (1992) undertook research with advanced proficiency learners, highlighting the way in which information transfer tasks may be enhanced when speakers are led to consider listeners needs, as opposed to the form of the speakers message. rohani (2013) explored how task-based learning influenced the use of positive oral communication strategies and reduced the use of negative strategies. interestingly, tang, chiou and jarsallion (2015) researched how tbl developed verbal competence and found that tbl improved fluency, lexical, and syntactic complexity but did not improve accuracy. gonzález lopez and cabrera albert (2011), in a similar context to our own, looked at task-based learning principles in a cuban university setting and highlighted fundamental principles of tbl which should be followed to implement tbl effectively. nevertheless, despite the growing body of literature, a gap currently exists with regard to empirical tbl research and language performance tasks in actual classroom settings (calvert & sheen, 2015) and also regarding testing and syllabi design (robinson, 2001). moreover, the authors highlight an additional gap in the empirical literature in the use of tbl in tandem with a case study approach to (business) english syllabi design and evaluation. the authors argue that tbl may prove beneficial in this particular learning context. before discussing how tbl and the case method can work effectively together, it is worth briefly defining the case method. task based learning and the case study approach case studies have been successfully used in many different educational fields, such as business, law and medicine, and it has been argued that case studies can also be useful in the context of english for specific purposes for business (esp-b) (almagro esteban & pérez cañado, 2004; beckisheva, gasparyan, & kovalenko, 2015). indeed, according to boyd (1991), case studies are the most appropriate pedagogical model for esp-b. as with tbl, a case study methodology requires students to interact and reflect by analysing and negotiating to solve a problem through which they are encouraged to freely and spontaneously use language in a meaningful context (almagro, esteban & pérez cañado, 2004; beckisheva, et al., 2015). through the use of task-based learning and language proficiency newsom-ray & rutter no. 13 (july december 2016) no. 13 (july december 2016) 98 case studies, students discuss real life situations using concepts learned in the classroom whilst vocabulary and grammar are taught incidentally through content (grosse, 1988; nunan, 2004; rodríguez-bonces, m. & rodríguez-bonces, j. 2010). moreover, tbl and the case method further align in that tbl promotes the linking of classroom learning with language used outside the classroom through ´real-world’ tasks (nunan, 2004; rozati 2014). almagro, esteban and pérez (2004, p.158) gathered data about the efficacy of the case method and put forward several factors which contributed to students’ success, including a) a warm-up phase, b) clear presentation of the scenario, c) anticipation of students’ linguistic needs, and d) teamwork to encourage learning, all factors which align well with nunan’s (2004) tbl sequencing. finally, throughout the unit of work, students are active learners working together to construct their knowledge. nevertheless, case studies can be difficult for both students and teachers due to the integrated multiple skills needed to perform proficiently (almagro esteban and pérez cañado, 2004). by following nunan’s (2004) sequencing, as outlined in the methodology section, the authors posit that tbl can overcome some of these difficulties through mini tasks to promote the communicative skills required to participate effectively in case studies. methodology research design maintaining that teachers are fundamental in education research within the education field, the researchers employed action-research (stenhouse, 1993: elliot, 1994) to investigate the applicability of task-based learning (tbl) to address a problem encountered at the university; students exhibiting difficulties producing spontaneous dialogue, particularly in case study-based classroom activities and assessment tasks. more specifically, the authors found that whilst students were able to produce explicitly taught language correctly in controlled grammar practice or vocabulary activities, they appeared much less able to integrate various elements of language learning in order to communicate spontaneously in freer, less controlled activities. consequently, the researchers, concerned with bridging this gap, redesigned aspects of the syllabus for an intermediate business english class in line with nunan’s (2004) tbl approach. the researchers then implemented this redesign and examined the usefulness of employing such an approach as a means to improve communicative competencies and encourage greater student engagement and participation. task-based learning and language proficiency newsom-ray & rutter no. 13 (july december 2016) no. 13 (july december 2016) 99 context the university, located in the capital of colombia, has a business focus with the objective of preparing students to work in a multinational business setting. the university is medium sized with most students coming from middle class backgrounds. through the modern languages programme, students aim to develop a b1 level for three different languages, according to the common european framework (council of europe, 2001), with the objective of acquiring the skills necessary for a competitive international business environment. modern language students progress through four levels of english including basic business english i, basic business english ii, intermediate business english and upper intermediate business english before continuing their english studies with content classes, that is to say, classes which are content based but taught through the medium of english. content courses include international business, business speech, english culture and international culture. business english courses at the university often use case studies as a teaching method and speaking evaluation tool. the textbook currently used by the university is market leader (cotton, falvey & kent, 2010). intervention the sequences of classes used in the study were adapted from the aforementioned textbook. it is important to note that each unit of the textbook involves a case study in which students are expected to find a solution to a problem or complete a complex communicative task. these case studies at the university constitute speaking assessment tasks. however, the case studies in the textbook and the activities leading to their solution are mismatched in that they do not suitably prepare students for the final task. for this reason, the professor adapted two units from the textbook and employed nunan’s (2004) tbl sequencing with the objective of better preparing students for the assessment tasks. according to nunan (2004), tbl should meet the following principles: 1) the tasks need to be scaffolded; 2) one task should lead to another task; 3) materials should be recycled; 4) learners construct their knowledge actively; 5) tasks integrate linguistic form, communicative function and semantic meaning; (6) tasks allow learners to move from repetition to creative, freer activities; and (7) students have time to reflect on their learning. with these criteria in mind, the units of work were adapted to include vocabulary, grammar, reading and listening tasks and skills language (set expressions from the textbook) to prepare for the case studies. these were then taught as a series of mini tasks task-based learning and language proficiency newsom-ray & rutter no. 13 (july december 2016) no. 13 (july december 2016) 100 leading following nunan’s (2004) six steps for tbl, as demonstrated in figure 1 below. figure 1. task based learning sequencing (authors’ representation) sequence one. the first sequence of classes involved a series of mini tasks aimed at developing students’ abilities to participate in a business meeting in which sponsorship options were discussed. in the first stage, schema-building, students were introduced to brands and marketing vocabulary and participated in activities such as gap fills, crosswords and writing tasks. students also participated in a brainstorming activity in which they discussed desired qualities of a potential sponsor. the following stage involved listening to a meeting at a sponsorship agency in which sponsorship options for a media company were discussed. this conversation was very similar to what students would be expected to produce later during the case study. after completing the listening activity, students practiced the dialogue and adjusted it to be more relevant to the colombian context. the sequence of classes included a linguistic focus on expressions students could use for the meeting, including expressions to ask for/give opinions, agree, disagree and make suggestions. after four classes of context setting and controlled practice, students were asked to write a business style letter in which they outlined a suitable sponsorship candidate for their company with supporting reasons as to why this candidate should be selected. the writing task utilised the vocabulary and expressions presented in the previous classes and modelled the language they could use in the pedagogical task. after schema building, controlled practice, listening practice, focus on linguistic elements, and writing practice; students participated in the pedagogical task. this involved students role-playing a meeting task-based learning and language proficiency newsom-ray & rutter no. 13 (july december 2016) no. 13 (july december 2016) 101 in which they discussed different options and selected a sponsor for a sportswear company. sequence two. in the second sequence of classes, students prepared a presentation about how to conduct business in a culture different from their own. students needed to include advice and suggestions about cross-cultural negotiations in an appropriately structured presentation. throughout the sequence, there were class discussions about different cultures and students were asked to draw comparisons between their own culture and those of others. students participated in reading and listening activities about cultures in general, as well as cross-cultural business interactions in which problems may arise. students studied modal verbs of advice, obligation and necessity which wold aid students in giving advice and explaining cross-cultural rules/norms. this linguistic focus was taught within the context of cross-culturally negotiations with the language embedded in reading and writing tasks. presentation structure and expression to use in a presentation were taught and practiced in class. the sequence of classes lead to the final pedagogical task which was an assessed presentation about a doing business cross-culturally in any chosen country. participants the students. nine students enrolled in the course: five female modern language students, karol, bibiana, daniela, sandra and andrea (pseudonyms) who, on average, were seventeen years old. four had completed the previous level of english at the university the previous semester, the other student, daniela, had previously failed intermediate business english and was repeating the course. the other four students were teachers at the university: gabriela, mariana, ana and mateo (pseudonyms). the youngest was approximately thirty years old and the oldest in his sixties. all of them had plentiful teaching experience; two of them, gabriela and mariana, were second language teachers of german and french. mateo was a marketing teacher. ana worked in a teaching capacity at the university. she had studied the previous level of english the previous semester. due to time constraints and work demands, ana dropped out of the course mid-semester. it is important to note an inconsistency of student attendance as well as a large discrepancy in terms of metalinguistic and cultural knowledge, language level, and life experience between the modern language students and teachers. all the teachers had travelled abroad, mateo extensively. gabriela and mariana, as language teachers, had greater metalinguistic knowledge than the students in the class. task-based learning and language proficiency newsom-ray & rutter no. 13 (july december 2016) no. 13 (july december 2016) 102 the teacher. the teacher was a native english speaker with a master’s degree in teaching and six years esl teaching experience. class frequency. during the first half of the semester, classes met for two hour classes twice a week over a two month period. during the second half, classes increased to three times a week, again over a two month period. each unit of work, structured using tbl methodology, consisted of seven classes. data collection instruments four instruments of data collection were used: the professor’s personal reflections, class observations, evaluation scores and attendance rates. professor’s personal reflections. the professor provided written reflections regarding the tbl process, students’ progress, and course units. class observations. during the second case study, the classes were observed by two other professors in order to record their opinions about classroom interactions, student engagement, and language proficiency. evaluation scores. students received a grade based on their level of performance in the case study at the end of each sequence of classes. in the first sequence of classes, oral performance during the role play was analysed and measured against the criteria taken and adapted from the cambridge business english certificate handbook (2012). this was chosen due to its usefulness for assessing ability to hold a conversation without over-emphasising form. according to this, students were rated as excellent, very good, good, fair, poor, or not shown in reference to these criteria: a) ability to sustain a dialogue (discourse management); b) linguistic capabilities, such as being able to structure a sentence correctly (language); c) ability to produce intelligible output with good sentence stress (pronunciation); d) ability to maintain and develop interactions and respond appropriately during conversation (interactive communication) and; e) their ability to use appropriate vocabulary to make suggestions, agree and disagree (vocabulary). a percentage score was then generated which counted towards their semester grade. for the second sequence of classes, students’ oral performance was measured against criteria adapted from the market leader peer assessment rubric (2010, p. 109) for assessing the effectiveness of a presentation. in addition to this, the teacher added the following task-based learning and language proficiency newsom-ray & rutter no. 13 (july december 2016) no. 13 (july december 2016) 103 criteria: grammar, use of target vocabulary, and pronunciation. similar to the first sequence of classes, students were rated as excellent, very good, good, fair, poor, or not shown, and a percentage score was then generated which counted towards their semester grade. attendance rates. the teacher kept a role of students attending the class and noted down, not only if students were absent, but also if they were late to class. data analysis and interpretation two researchers participated in the analysis of the data. both researchers read the data individually and then exchanged perspectives in order to analyse the way in which tbl engaged students and promoted oral proficiency. in order to do so, both qualitative and quantitative means were employed. in terms of quantitative data, attendance and final evaluation scores were collated. with regard to qualitative measures, the ways in which students interacted with the teacher, the materials and the other students were considered i.e. the extent to which they asked and responded to questions, appeared engaged or disengaged, integrated knowledge from outside the classroom context, and their oral performance during classes and in evaluations. for case study one, student evaluations were based on the ability to conduct a successful negotiation. a successful negotiation was defined as the ability to a) present their chosen candidate and give supporting reasons as to why their candidate should be chosen, and b) discuss the sponsorship possibilities, and as a group, choose the most appropriate candidate. with regard to the second case study, the focus was on developing students’ ability to present information about a culture different from their own and to present suggestions and obligations about doing business cross-culturally. results on the basis of data acquired, the researchers gleaned that tbl can be an effective tool but with limitations. below, we will discuss students’ grades for the pedagogical task, attendance levels, and prior knowledge and life experiences, and how these factors were related to the utility of tbl. assessment scores indicated how consistent engagement with each stage of the tbl sequencing promotes oral proficiency. for task-based learning and language proficiency newsom-ray & rutter no. 13 (july december 2016) no. 13 (july december 2016) 104 example, in the first case study, bibiana, a modern language student, who started the course with a lower level than many of the other students, provided an excellent illustration. despite her initial lower level, as the only student to attend all classes, she achieved a high final grade of 88% for the first case study. she was able to integrate and apply taught vocabulary and expressions and effectively utilise target structures. in contrast, sandra, another modern language student, who missed two classes covering grammar, the writing workshop, and speaking practice, unsurprisingly, exhibited poor performance. although the grammar and vocabulary produced were fair, she lacked the ability to listen and respond naturally, resulting in dialogue lacking in spontaneity. similarly, karol and andrea, modern language students, who started the course late, whilst performing reasonably well, demonstrated a tendency to rely on others for the flow of conversation. in the second case study, bibiana and sandra, who worked together, missed key phases of the tbl sequencing designed to prepare them for the final presentation. during the final assessment, sandra incorrectly used modal verbs, did not use the structures or phrases taught during the classes, and failed to include any business information. similarly, bibiana´s lack of preparation was also apparent through insufficient content, despite some attempt to use taught structures and modal verbs. in the case of these two students, the tbl process was not effective as, due to poor attendance, they were unable to undertake each of the mini-tasks successfully. consequently, they obtained lower evaluation scores in comparison with other students. moreover, neither were motivated to create an effective presentation, and the time constraints of the course did not allow them to develop sufficient oral proficiency. in contrast, marianna and gabriela, language teachers, benefited greatly from each stage as they took advantage of opportunities to participate and engage with materials and practice taught forms. consequently, there were able to integrate and apply what had been studied to deliver a well-structured, highly engaging presentation. secondly, the importance of previous experience beyond the classroom and materials relevant to students’ day-to-day lives was crucial. for example, ana, one of the education professionals, who also missed two classes in the first unit and started with a lower level than her peers, performed well in the first case study. whilst demonstrating structural and pronunciation problems, she clearly listened to her peers and responded appropriately. in fact, overall, she demonstrated a strong ability for interactive communication and, at times, dominated the conversation. in comparison, although sandra was able to utilise taught task-based learning and language proficiency newsom-ray & rutter no. 13 (july december 2016) no. 13 (july december 2016) 105 structures, she performed poorly as she was unable to communicate spontaneously. likewise, karol and andrea memorised vocabulary and phrases, however, lacked overall fluency. the authors argue that ana´s previous experience of business negotiation was extremely helpful during this task. indeed, she performed significantly better regardless of the use of specific taught structures and clarity of pronunciation. similarly, in the second case study, mateo´s presentation, a marketing teacher, was well structured and coherent, using presentation phrases introduced in class. furthermore, he naturally integrated modal verbs and demonstrated a high level and breadth of vocabulary to convey extensive information. notably, he was always the most vocal student in classes and demonstrated clear interest in the topic and significant background knowledge, which he was able to synthesis and elaborate. this existing knowledge strengthened the final product as he was able to focus on the application of taught structures and vocabulary and naturally respond to questions. overall, he demonstrated a high level of oral proficiency motivated by a strong interest in the subject matter and complemented by extensive cross-cultural life experience. likewise, marianna and gabriela’s presentation was wellstructured and linguistically sophisticated. clearly, their existing cultural knowledge, from having lived and worked in different countries, also facilitated their contributions. these students were clearly engaged by the materials, and consequently, did exceptionally well. furthermore, both had prior business knowledge and were education professionals. whilst the class materials honed existing skills, particularly their ability to express opinions and make suggestions in a structured and accurate way, arguably, the tasks also had greater relevance for their working lives. indeed, it was clear that their life and work experiences had an impact on their motivation and level of engagement, which in turn, had a significant influence on their ability to communicate. evidently, the way in which tbl allowed these students´ the space to express life experiences through taught structures was complimentary and thus extremely effective in terms of developing their oral proficiency. in both case studies, the mixed group of students led to many pedagogical challenges. students from the modern language programme had a much lower level of english than the teachers; even though they were undertaking a b1 level course, the modern language students had an average of an a2 level (council of europe, 2014). moreover, the younger modern language students, who had never travelled, were not only much less able to pick up on new grammatical patterns quickly; they also often lacked sufficient cultural and professional knowledge for task-based learning and language proficiency newsom-ray & rutter no. 13 (july december 2016) no. 13 (july december 2016) 106 the successful completion of tasks. indeed, as calvert and sheen (2015) have noted, students’ lack of ability to perform tasks may stem from unfamiliarity with the concepts or tasks themselves. this highlights the importance of carefully tailoring tbl tasks according to the cultural and professional background of students. conclusions results of the analysis of the above intervention demonstrates that tbl is certainly applicable to the university’s business english programme. the design and implementation of nunan’s (2004) approach provides a clear and effective means of scaffolding learning through sequences of communicative tasks. more specifically, it has the potential to engage students by providing opportunities for them to apply existing skills and socio-cultural knowledge in the language learning environment. in this way, such a restructuring of materials can supplement and complement existing language skills and cultural and professional experiences whilst allowing students to express themselves with the support, but not constraint, of target language and structures. as a consequence of its application, many of the students were more confident and able to spontaneously produce dialogue as evidenced by the effective use of language, vocabulary, and structures in the final business case study tasks. whilst this indicates an overall improvement in oral language proficiency, two key areas for consideration were highlighted. firstly, one issue illuminated by the project was the necessity for recycling materials to develop proficiency. this was made difficult, however, due to the poor attendance of students. despite reinforcing material studied in earlier classes to give repetitive exposure, it simply was not viable, and as a result, the units of work lacked continuity. in fact, a review of material often made no sense to students because they had not attended the class in which the topic was initially introduced. secondly, research suggests using real-life situations in the classroom makes materials more relevant to students’ needs (almagro esteban & pérez cañado, 2004; beckisheva, et al, 2015; nunan, 2004; rozati, 2014). indeed, as was demonstrated, students’ life experiences and the future applicability of content had an impact on the way in which they interacted with materials and impacted on motivation. however, problems can arise when the gap between students’ language abilities and life experiences are too great, and materials are more relevant task-based learning and language proficiency newsom-ray & rutter no. 13 (july december 2016) no. 13 (july december 2016) 107 and applicable to the lives of some and not others. this highlights the importance of developing materials highly relevant and applicable to students’ lives as well as age and culture in order to maximise success for all students. according to platt and brooks (2002) for second language acquisition to be at its best, task engagement must take place. indeed, many students in the class did not seem strongly engaged, as evidenced by their low attendance and observations of classroom behaviour. the authors argue that low motivation and engagement on the part of the younger modern languages students may have been significantly related to the relevance and level of the materials. indeed, many of the younger students had difficulty participating in business role-plays, arguably highlighting the way in which different ages and life experiences can create large discrepancies in oral proficiency simply as a consequence of the materials. indeed, as calvert and sheen (2015) argue, although a task does not appear to be successful, this does not mean that it is an ineffective means of learning. rather, the structure, input, and implementation according to the specific learner population may not have been appropriate. in summary, the authors found that tbl has the potential to engage students and promote oral proficiency in the context of business english case studies. however, the findings highlighted the importance of using highly relevant materials as a means to enhance student engagement and motivation, not only in terms of the future needs of students, but also in terms of existing life experiences. this is arguably particularly important in the context of business english with young students. additionally, an area which proves crucial for the development of learners’ skills, and fundamental for improving oral proficiency, is the coherent and repetitive recycling of materials during task sequences. as follows, consistent attendance and institutional time and assessment constraints which impede sufficient repetition are fundamental considerations. one area for further consideration then is the question of how educators can effectively design tbl sequences which harness the varying levels and life experience in diverse groups in a way which is beneficial for the whole. task-based learning and language proficiency newsom-ray & rutter no. 13 (july december 2016) no. 13 (july december 2016) 108 references almagro esteban, a., & pérez cañado, m. (2004). making the case method work in teaching business english: a case study. english for specific purposes, 23, 137-161. beckisheva, t. g., gasparyan, g. a., & kovalenko, n. a. (2015). case study as an active method of teaching business english. procedia social and behavioral sciences, 166, 292-295. boyd, f. a. (1991). business english and the case method: a reassessment. tesol quarterly, 25(4), 729–734. breen, m. (1984). processes in syllabus design. in c. brumfit, general english syllabus design (pp. 47-60). oxford: pergamon press. calvert, m., & sheen, y. (2015). task-based language learning and teaching: an action-research study. language teaching research, 19(2), 226-244. carless, d. (2002). implementing task-based learning with young learners. elt journal, 56(4), 389-396. cotton, d., falvey, d., & kent, s. (2010). intermediate market leader (3rd ed.). essex: pearson education limited. council of europe. (2001). common european framework of reference for languages: learning, teaching assessment. cambridge: cambridge university press. de mejía, a. m. (2011). the national bilingual programme in colombia: imposition or opportunity? apples journal of applied language studies, 5(3), 7-17. gonzález lópez, i., & cabrera albert, j. s. (2011). el aprendizaje del inglés con fines profesionales basado en el enfoque por tareas: una experiencia con estudiantes de ingeniería forestal. pedagogía universitaria, xvi(4), 85-107. grosse, c. u. (1988). the case study approach to teaching business english. english for specific purposes, 7(2), 131-136. murphy, j. (2002). task‐based learning: the interaction between tasks and learners. elt journal, 57(4), 352-360. myles, f., & mitchell, r. (2004). second language learning theories (2nd ed.). new york, usa: routledge. nunan, d. (2004). task-based language teaching. cambridge: cambridge university press. task-based learning and language proficiency newsom-ray & rutter no. 13 (july december 2016) no. 13 (july december 2016) 109 platt, e., & brooks, f. b. (2002). task engagement: a turning point in foreign language development. language learning, 52(2), 365-400. richards, j., & rogers, t. (2004). approaches and methods in language teaching. cambridge: cambridge university press. robinson, p. (2011). task-based language learning: a review of issues. language learning, 1-36. rodríguez-bonces, m., & rodríguez-bonces, j. (2010). task-based language learning: old approach, new style. a new lesson to learn. profile, 12(2), 165-178. rohani, s. (2013). positive versus negative communication strategies in task-based learning. teflin journal, 24(2), 158-179. rozati, s. m. (2014). language teaching and task based approach. theory and practice in language studies, 4(6), 1273-1278. skehan, p., xiaoyue, b., qian, l., & wang, z. (2012). the task is not enough: processing approaches to task-based performance. language teaching research, 16(2), 170-187. tang, h., chiou, j.-s., & jarsaillon, o. (2015). efficacy of task-based learning in a chinese efl classroom: a case study. english language teaching, 8(5), 168-178. thomas, h., & wright, t. (1999). the role of facilitator training and the development of process competence. in r. budd, redesigning the foreign language classroom. paris: triangle xv. university of cambridge. (2012). cambridge english business certificates handbook for teachers. cambridge: university of cambridge. willis, d., & willis, j. (2007). doing task based teaching. oxford: oxford university press. yule, g., powers, m., & macdonald, d. (1992). the variable effects of some task-based learning procedures on l2 communicative effectiveness. language learning, 42(2), 249-277. task-based learning and language proficiency newsom-ray & rutter no. 13 (july december 2016) no. 13 (july december 2016) 110 authors *sarah jane rutter earned her masters of teaching with a focus on tesol and lote from deakin university, australia in 2011. she also holds a ba from the university of melbourne and certificate iv in training and assessment from box hill tafe. she has worked in a variety of language teaching roles, including teaching positions at universities, language institutes, refugee centres, technical and further education (tafe) and high schools. sarah is currently teaching business english at a university in bogotá, colombia. *amelia chloe caroline newsom-ray holds a masters of science in psychosocial studies and a ba (honours) in applied psychology and criminology from the university of brighton. she is currently teaching esl in the united arab emirates. task-based learning and language proficiency no. 13 (july december 2016) no. 13 (july december 2016) gist2014finalfinal.indd 11 effectiveness of computerassisted pronunciation teaching and verbal ability on the achievement of senior secondary school students in oral english1 la efectividad de la enseñanza de la pronunciación asistida por ordenador en el logro de la capacidad verbal en inglés de los estudiantes de la escuela secundaria superior amosa isiaka gambari, amina usman kutigi, and patricia o. fagbemi2* federal university of technology, justice fati-lami abubakar college of arabic & islamic legal studies, fct college of education, nigeria abstract this study investigated the effectiveness of a computer-assisted pronunciation teaching (capt) package on the achievement of senior secondary students in oral english in minna, nigeria. it also examined the influence of capt on verbal ability and gender. the sample consisted of sixty senior secondary school students drawn from two coeducational secondary schools within the minna metropolis. stratified random sampling was used to select 60 students from each school: 15 males and 15 females; 10 high, 10 medium and 10 low verbal ability students. the oral english achievement test (oat) consists of 50-items of multiple-choice items, validated by experts, and administered to students as a pre-test, post-test and delayed post-test. the data obtained were analysed using t-test statistics, one-way anova, and scheffe’s post-hoc test. the results r es ea rc h a rt ic le s 1 received: december 11, 2013 / accepted: march 20, 2014 2 gambari@futminna.edu.ng, aminaabubakarpanti01@yahoo.com, patsegun_2007@yahoo.com gist education and learning research journal. issn 1692-5777. no. 8, (january june) 2014. pp. 11-28. no. 8 (january june 2014) no. 8 (january june 2014) 12 revealed that students taught oral english with the capt package performed and retained the concepts of oral english better than those taught with the traditional teaching method. students with high verbal ability performed better than medium and low verbal ability students respectively. however, there was no significant difference in the post-test mean achievement scores of male and female students taught using the capt package. these findings indicate that oral english concepts could be taught and learned better through the resourceful integration of a computerassisted pronunciation teaching package. keywords: computer-assisted pronunciation, oral english, retention, verbal ability, gender resumen en este estudio se investigó la efectividad de la enseñanza de la pronunciación asistida por ordenador (epao) en el logro de la capacidad verbal en inglés de los estudiantes de la escuela secundaria superior en minna, nigeria. también examinó la influencia de la enseñanza de la pronunciación asistida por ordenador (epao) teniendo en cuenta el género y la capacidad verbal de los estudiantes. la muestra consistió en sesenta estudiantes de secundaria de dos escuelas secundarias mixtas dentro de la metrópoli de minna. se utilizó muestreo aleatorio estratificado para seleccionar a los 60 estudiantes de cada escuela; 15 hombres y 15 mujeres; 10 estudiantes con nivel alto de inglés, 10 estudiantes nivel intermedio y 10 estudiantes nivel bajo. la prueba de inglés consistió en 50 preguntas de selección múltiple, validadas por expertos y aplicadas a los estudiantes como pre-prueba, post-prueba y un cuestionario posterior a la prueba. los datos obtenidos fueron analizados mediante el análisis estadístico t test, análisis de varianza (anova) y la prueba post-hoc de scheffe. los resultados revelaron que a los estudiantes que recibieron clases de producción oral en inglés usando el paquete epao se desempeñan y retienen los conceptos orales de ingles mejor que aquellos a quienes se les enseñó con el método de enseñanza tradicional. estudiantes con alta capacidad verbal se desempeñaron mejor que los estudiantes de media y baja capacidad verbal respectivamente. sin embargo, no existía ninguna diferencia significativa entre los puntajes medios de rendimiento de las pruebas posteriores aplicadas a hombres y mujeres usando el paquete de enseñanza de pronunciación asistida por ordenador (epao). estos resultados indicaron que los conceptos orales de inglés pueden ser enseñados y aprendidos mejor mediante la integración de un conjunto de recursos de enseñanza de pronunciación asistida por ordenador. palabras clave: pronunciación asistida por computador, inglés oral, retención, habilidad verbal, género resumo este estudo pesquisou a efetividade do ensino da pronúncia assistida por computador (capt) no aproveitamento da capacidade verbal em inglês dos estudantes da escola secundária superior em minna, nigéria. também effectiveness of computer-assisted pronunciation gambari, kutigi, & fagbemi no. 8 (january june 2014) no. 8 (january june 2014) 13 examinou a influência do ensino da pronúncia assistida por computador (capt) considerando o gênero e a capacidade verbal dos estudantes. a amostra consistiu em sessenta estudantes de secundária de duas escolas secundárias mistas dentro da metrópole de minna. utilizou-se amostragem aleatória estratificada para selecionar os 60 estudantes de cada escola; 15 homens e 15 mulheres; 10 estudantes com nível alto de inglês, 10 estudantes nível intermédio e 10 estudantes de nível baixo. a prova de inglês consistiu em 50 perguntas de seleção múltipla, validadas por expertos e aplicadas aos estudantes como pré/pós-teste, e um teste posterior ao diagnóstico. os dados obtidos foram analisados mediante a análise estatística de teste, análise de variação (anova) e a prova post-hoc de scheffe. os resultados revelaram que os estudantes que receberam aulas de produção oral em inglês usando o pacote capt se desempenham e retêm os conceitos orais de inglês melhor que aqueles aos quais foram ensinados com o método de ensino tradicional. os estudantes com alta capacidade verbal se desempenharam melhor que os estudantes de média e baixa capacidade verbal respectivamente. entretanto, não existia nenhuma diferença significativa entre as pontuações médias de rendimento das provas posteriores aplicadas a homens e mulheres usando o pacote de ensino de pronúncia assistida por computador (capt). estes resultados indicaram que os conceitos orais de inglês podem ser ensinados e aprendidos melhor mediante a integração de um conjunto de recursos de ensino de pronunciação assistida por computador. palavras chave: pronúncia assistida por computador, inglês oral, retenção, capacidade verbal, gênero introduction the importance of the english language as a medium of communication cannot be over-emphasized. as far as english remains nigeria’s official language and the language of instruction in our schools, it will continue to be ranked as the most important subject in our educational system (gambari, gbodi & olumba, 2012). the significance of english to nation building has led the federal government of nigeria to make it a core subject offered to all students from primary to secondary education (frn, 2008). in spite of the importance of english language among nigerian students, performance at the senior secondary school level had been poor (neco, 2011; waec, 2012). effectiveness of computer-assisted pronunciation gambari, kutigi, & fagbemi no. 8 (january june 2014) no. 8 (january june 2014) 14 a close examination of the performance of nigerian students in english language in the west african senior secondary certificate examination (wassce) results of eight consecutive years revealed that the majority of students failed the subject. for instance, in 2005, 25.64% passed at credit level, 32.48% in 2006, 30.32% in 2007, 35.02% in 2008, 41.52% in 2009, 38.9% in 2010, 42.05% in 2011 and 40.82% in 2012 (waec, 2012). results of previous research on oral reading fluency by hoofman (2003) and kuhn and stahl (2000) showed that good fluency in oral reading had the potential of influencing students’ development in literacy. oral english has been identified as one of the concepts that students find difficult to pass at national examinations (enyeazu, 2001; neco, 2011; waec, 2012). the desire to know the causes of the poor performance in english language has been the focus of researchers for some time now. it has been observed that poor performance in english language is caused by the poor quality of english language teachers, poor teaching methods, overcrowded classrooms, and lack of suitable and adequate language laboratories, among others (gambari, gbodi & olumba, 2012; iyela, 2000; otegbayo, 2006). the potential benefits of computer assisted instruction (cai) cannot be underestimated in the contemporary world. computerassisted language learning (call) is the use of technology enhanced methods and techniques in language learning and teaching (gruba, 2006; kedrowicz & watanabe, 2006). one aspect of call is computer-assisted pronunciation teaching (capt), which is based on the use of technology for learning and teaching the segmental and suprasegmental features of the sound system, and is described by rostron and kinsell (1995) as the use of digitized speech for improving language pronunciation. computers are used in teaching pronunciation to achieve two purposes: a) diagnosing the student’s deviation in pronunciation; and b) assisting students in correcting such deviations (machovikov, stolyarov, chernov, sinclair, & machovikova, 2002). in learning and teaching different aspects of pronunciation, capt offers a variety of interactive software packages for providing english as foreign language (efl) learners with the opportunity to perceive and practice pronunciation. computer-assisted pronunciation teaching (capt) offers many advantages which are not usually available in conventional contexts. for example, neri, mich, gerosa and giuliani (2008) pointed out that digitized pronunciation software allows students to access unlimited and realistic language input through different channels individually and provide individualized feedback automatically and instantaneously. computers also offer learners a effectiveness of computer-assisted pronunciation gambari, kutigi, & fagbemi no. 8 (january june 2014) no. 8 (january june 2014) 15 chance to use many prerecorded materials. digitized pronunciation software packages afford high-quality sound and video clips of speakers, which give the learner the opportunity to look at articulatory movements that are used in producing sounds (larocca, 1994). a person may also compare his or her voice to a model made by a native speaker. shirer (2005) confirms that it has become possible to use computers, speech technology, and linguistics together to enable learners to hear a voice of a native speaker who has mastered standard english. students may then compare their performance to that model, sound by sound, and track their progress over time. literature review many researchers, such as stenson, downing, smith & smith (1992), rostron & kinsell (1995), dekaney (2003), hirata (2004), seferoglue (2005), abuseileek (2007), and neri, mich, gerosa & giuliani (2008) compared the effects of call on other forms of traditional instruction and found that students taught with capt performed significantly better than those taught with traditional teaching methods. in addition, those taught with capt were able to work at their own pace. however, andrew (2011) reported that analysis of the posttreatment data showed no significant difference between experimental and control groups. students’ performance in various courses may not be unrelated to their retention abilities. retention is the ability to reproduce the learnt concept when the need arises (achebe, 2008). students’ interests and retention could be aroused and retained through the use of appropriate instructional material like a computer-assisted pronunciation teaching package for oral english. however, studies that show how capt is retained are uncommon. verbal ability encompasses the skills needed for language comprehension and expression and is profoundly important in oral reading. in the nigeria school setting, it is a common feature in the conventional classroom to find students of mixed ability (high, medium and low) lumped together to be given the same treatment as if they have everything in common. aimumnondion (2008), fagbemi (2013), nwosuk (2002), and odiaka (2002) in their respective studies reported that high verbal ability students achieved better than low verbal ability students. however, studies on how verbal ability will influence students’ achievement in oral english with a computer-assisted pronunciation teaching package calls for investigation. thus, part of this study examined the influence of verbal ability on students’ performance in oral english. effectiveness of computer-assisted pronunciation gambari, kutigi, & fagbemi no. 8 (january june 2014) no. 8 (january june 2014) 16 gender has also been identified as one of the factors influencing students’ performance at all levels of education. gender disparity in the nigerian education system is attributed to socio-cultural and traditional reasons (wasagu & muhammad, 2007). adamu (2008), kutigi, gambari and gana (2010), and gambari, gbodi and olumba (2012) reported that there was no difference in the performance of male and female students taught oral english and phonetics using the digital audio instructional (dai) package, digital video disc (dvd) instructional package, digital audio and digital video instructional packages respectively. on the contrary, otegbayo (2006) examined the effect of an audiotape and film package on the teaching and learning of phonetics in junior secondary schools in minna. this study revealed that female students performed better than male students. research on gender disparity, however, has not been established. therefore, part of this study examined the influence of gender on a computer assisted pronunciation package in nigerian secondary schools. most of the research on the use of computer-assisted language learning instruction cut across different levels of education in nigeria. the present researchers have not realized the paucity of studies on the use of computer assisted pronunciation teaching in english language for retention (long term memory) and verbal ability. it is against this background that this study investigated the effectiveness of computerassisted pronunciation teaching and verbal ability on the performance of senior secondary students in oral english, in minna, nigeria. research hypotheses the following null hypotheses were formulated and tested at the 0.05 level of significance: 1) there is no significant difference between the mean achievement scores of students taught oral english with capt package and those taught with conventional method. 2) there is no significant difference between the mean retention scores of students taught oral english with capt and those taught with conventional method. 3) there is no significant difference in the mean achievement scores of high, medium and low verbal ability students taught oral english with capt package. 4) there is no significant difference in the achievement of male and female students exposed to capt package. effectiveness of computer-assisted pronunciation gambari, kutigi, & fagbemi no. 8 (january june 2014) no. 8 (january june 2014) 17 methodology research design the research design adopted for the study is pre-test, post-test and delayed post-test design. two levels of independent primary variable (one treatment and a control), two levels of gender (male and female) and three levels of verbal ability (high, medium & low) were investigated on students’ performance in oral english. the design layout is as shown in table 1. table 1. research design layout groups pre-test treatment post-test delayed post-test experimental group (eg) 01 capt 02 03 control group (cg) 04 ctm 50 06 participants based on the nature of this research, three stage sampling techniques were adopted. firstly, a purposive sampling technique was adopted to obtain two secondary schools in minna metropolis, niger state, nigeria. these schools were purposively sampled based on facilities and manpower, school type (public schools) and gender composition (coeducational schools). the two schools were randomly assigned to an experimental group (capt) and control group (ctm) respectively. finally, a stratified sampling technique was used to select the 60 ssii students. each of the group had 30 students comprised of 15 male and 15 female: 10 high achievers, 10 medium achievers and 10 low achiever students. data collection instruments treatment instrument. the computer assisted pronunciation teaching (capt) package was developed for this study. the package consists of four topics in oral english: vowel sounds, consonant sounds, rhyme and emphatic stress. the necessity for a researcher-made capt package was based on the fact that commercially produced instructional packages are not common. even if they were available, they may not be directly relevant to the topic or objectives to be achieved in this effectiveness of computer-assisted pronunciation gambari, kutigi, & fagbemi no. 8 (january june 2014) no. 8 (january june 2014) 18 study. as a result of this, developing a capt package for this study was inevitable. capt was written in “macromedia dreamweaver 8” as the overall platform. macromedia flash utilizes the script symbolic instructional code (language) and animation that accommodates the interactive instructional process. other computer programmes and applications that were also utilized during the development process were microsoft word and macromedia fireworks 8. macromedia flash 8 was used for texts and graphics, macromedia fireworks also used for specific texts, graphics, and for buttons while macromedia flash was used for the animation. the package consists of an introduction to the package, students’ registration, list of lessons, and next, previous and quit buttons. each lesson starts with objectives of the lesson. the interactivity features of capt allowed students to navigate from one link to another. there are home, next, back, click animation, and exit buttons in the contents and quiz pages. the scripts and voicing of capt was done by an oral english native teacher. capt with oral english concepts was produced on a cd-rom and installed in the system. students in the experimental group selected a topic from the main menu, read the objective of the selected topic and proceeded to the content of the topic. students clicked on the animation button, and watched and listened to the mode of pronunciation. they could only proceed to the next unit if they correctly answered the questions correctly. however, students in the control group were taught the same topics using conventional teaching method. capt was validated by english language experts, computer programmers and educational technology specialists. the package was field tested on some selected students within the population but outside the sampled schools. a reliability coefficient of 0.92 was obtained using kuder richardson (kr-20). verbal ability instrument. the conventional measure of mental ability via intelligent quotient (iq) and verbal quotient (vrq) are not available in nigerian secondary schools (yusuf, 1997 & fajola, 2000). on this basis, the australian council for education research higher test (a.c.e.r. higher test) was adopted to measure the verbal ability of the students. the acer higher test contains questions of different kinds for testing intelligent and verbal quotients of secondary school students who were of the same level with australian students. it was made up of 46 items; each item of the instrument is an objective multiple-choice question with five options (a e) as plausible answers to the question. in testing the iq and vrq, students were required to indicate their correct answers by ticking on the letter (a e) that effectiveness of computer-assisted pronunciation gambari, kutigi, & fagbemi no. 8 (january june 2014) no. 8 (january june 2014) 19 corresponds to the correct option in each item. only one of the five options was the correct answer. the acer higher test was validated by obemeata (1974) and utilized by abimbade (1987), ojogun (1990) and fajola (2000). the validity of the acer higher test was confirmed through a construct related test by fajola (2000), and it yielded a coefficient of 0.57 while a reliability coefficient of 0.68 was obtained using kr-20. the data obtain from the administration of this instrument were used to classify the students into high and low ability levels in this study. testing instrument. the instrument used in collecting data for the study was researchers’ adopted oral english achievement test (oat). the oat consists of 50 objective multiple choice items with five options (a–e) adapted from past examinations of the west african examination council (waec, may/june, 1988-2011) and the national examination council (neco, june/july, 2001-2011). the oat was validated by experts in english language as well as test and measurement experts, and its reliability coefficient determined as 0.89 using kuder richardson (kr-20). the treatment was administered for four weeks. the researchers administered the oral english achievement test (oat) on sample students as a pre-test to ascertain the equivalence of the students before the treatments. treatments were followed immediately. the control group was taught with conventional teaching method, and the experimental group with capt package. thereafter, the oat was administered to both groups as a post-test to measure their achievement. four weeks after the treatment, the oat was administered as a delayed post-test (retention test). the scores obtained were subjected to data analysis. the data were analyzed based on the stated hypotheses, using a t-test, one-way analysis of variance and scheffe’s post-hoc test. the significance of the various statistical analyses was ascertained at 0.05 alpha level. data analysis and interpretation hypothesis one. there is no significant difference between the mean achievement scores of students taught oral english with capt packages and those taught with the conventional method. pre-tests of both cg and eg, and post-tests of both cg and eg were compared separately to determine the effect of the methods used in this study affected students’ achievement levels. the results of the analysis are presented in table 2. effectiveness of computer-assisted pronunciation gambari, kutigi, & fagbemi no. 8 (january june 2014) no. 8 (january june 2014) 20 table 2. t-test comparisons of pre-test and post-test mean achievement scores of experimental and control groups types of test variable n df mean sd t-value p-value (x) calculated pre-test cg 30 20.60 2.36 58 0.741ns 0.461 eg 30 20.13 2.22 post-test cg 30 68.80 8.21 58 6.335ns 0.000 eg 30 81.60 7.41 ns = not significant p>.05. * = significant at p<.05 from table 2, the mean achievement score is 20.13 for the experimental group and 20.60 for the control group. the experimental group mean achievement scores was not significantly different from the control group achievement scores when both were examined using the oat at pre-test (tcal = 0.741, df = 58, p = 0.461). this implies that the control and experimental groups had a similar knowledge level before the study. from the same table, the mean achievement score is 81.60 for the experimental group and 68.80 for the control group. the experimental group achievement score is significantly higher than the control group (tcal = 6.335, df = 58, p = 0.000). on this basis, hypothesis 1 was rejected. therefore, there is significant difference between the mean achievement scores of students taught oral english with capt package and those taught with ctm. hypothesis two. there is no significant difference between the mean retention scores of students taught oral english with capt package and those taught with ctm. to test this hypothesis, t-test statistics were employed as shown in table 3. effectiveness of computer-assisted pronunciation gambari, kutigi, & fagbemi no. 8 (january june 2014) no. 8 (january june 2014) 21 table 3. analysis of the mean retention scores of experimental and control groups variable n df mean (x) sd t-value p-value experimental group (eg) 30 80.330 7.473 58 6.481* 0.000 control group (cg) 30 67.230 7.912 ns = not significant p<0.05 from table 3, the retention mean score is 80.330 for the experimental group and 67.230 for the control group. the experimental group score significantly differs from the control group retention scores (tcal = 6.481, df = 58, p = 0.000). the experimental group outperformed the control group. on this basis, hypothesis 2 was rejected. therefore, there is significant difference between the mean retention scores of students taught oral english with capt package and those taught with ctm favouring capt package group. hypothesis three. there is no significant difference between the mean achievement scores of high, medium and low verbal ability students taught oral english with capt package. to test this hypothesis, one way anova was employed as shown in table 4. this is to determine whether capt made a statistical difference between the high, medium and low verbal ability students. table 4. anova result of high, medium and low verbal ability students sources of sum of df mean f-value p-value variation square square calculated between groups 1189.226 2 594.613 within group 346.222 26 13.316 44.653* 0.000 total 153.448 28 * = significant at p<.05 effectiveness of computer-assisted pronunciation gambari, kutigi, & fagbemi no. 8 (january june 2014) no. 8 (january june 2014) 22 table 4 shows one-way anova results of the mean achievement scores of students in the experimental group and control group. from the table, the results revealed that there is a significant difference in the students’ verbal ability group in the three groups (fcal = 44.653; df = 28, p = 0.000). on this basis, hypothesis two is rejected. therefore, there is significant difference in the verbal ability achievement scores of senior secondary students taught oral english using capt package. in order to ascertain the location of the significant differences among the three groups, scheffe’s post-hoc test was conducted on the data. the result is shown in table 5. table 5. scheffe’s post-hoc analyses of the groups mean scores groups mean group i group ii group iii scores (hg) (mg) (lg) high group (hg) 89.40 *0.000 *0.000 medium group (mg) 81.80 *0.000 *0.000 low group (lg) 73.56 *0.000 *0.000 * the mean difference is significant at the 0.05 level. the data in table 5 indicates that there was significant difference in the post-test mean scores of students in high group (x = 89.40) and those in medium group (x = 81.80) in favour of high group. it also indicates that significant difference exists in the post-test scores of students in the medium group (x = 81.80) and those in the low group (73.56) in favour of the medium group. significant difference was also established in the post-test scores of students in the high group (x=89.40) and those in the medium group (x=73.56) in favour of the high group. hypothesis four. there is no significant difference in the mean achievement scores of male and female students taught oral english with capt package. to test this hypothesis, t-test statistics was employed as shown in table 6. effectiveness of computer-assisted pronunciation gambari, kutigi, & fagbemi no. 8 (january june 2014) no. 8 (january june 2014) 23 table 6. t-test results on gender using capt package variable n df mean (x) sd t-value p-value calculated male 15 82.27 7.285 28 0.486ns 0.631 female 15 80.93 7.741 ns = not significant p>.05 from table 6, the post-test mean achievement score is 82.27 for the male students and 80.93 for the female students. the male mean achievement score did not statistically significantly differ from the female mean achievement score when both were taught oral english using capt package (tcal = 0.486, df = 13, p = 0.631). on this basis, hypothesis 3 was not rejected. therefore, there is no significant difference between the mean achievement scores of male and female students taught oral english with capt package. results the results of this study with respect to hypothesis one agreed with the findings of stenson, downing, smith & smith (1992), rostron and kinsell (1995), dekaney (2003), hirata (2004), seferoglue (2005), abuseileek (2007), and neri, mich, gerosa and giuliani (2008), who found that students taught with computer-assisted pronunciation performed better than those taught with conventional teaching method. the results of hypothesis two revealed that there was significant difference in the students’ retention in favour of the group taught oral english with capt. this result agrees with the findings of achebe (2008), who revealed that students taught with technological tools attained higher retention than those taught using traditional method. the results of hypothesis three revealed that students of high verbal ability performed better than those of medium, and low verbal ability. similarly, students of medium verbal ability performed better than those of low verbal ability. this finding agrees with the earlier findings of nwosuk (2002), odiaka (2002), aimumnondion (2008), gambari (2010) and fagbemi (2013), who found that high ability students achieved better than low verbal ability students. effectiveness of computer-assisted pronunciation gambari, kutigi, & fagbemi no. 8 (january june 2014) no. 8 (january june 2014) 24 the results of hypothesis four supported the earlier findings of otegbayo (2006), adamu (2008), kutigi, gambari and gana (2010), and gambari, gbodi and olumba, (2012), who found that audio instructional packages enhanced performance of both male and female students in oral english and phonetics respectively. similarly, the finding supported the findings of gambari (2010), fagbemi (2013), and yusuf, gambari and olumorin (2012), who found that computerassisted instruction packages stimulate both male and female students equally. conclusions the paper identified poor knowledge of oral english as one of the factors responsible for poor performance in english language at national examination in nigeria. it was observed that students exposed to computer-assisted pronunciation teaching (capt) performed better than their counterparts taught with conventional teaching methods. the innovative technology using capt seems to be the answer. it was found to be effective in teaching oral english, retained long term memory, benefits high, medium and low verbal ability students, and is also gender friendly. from the findings of the study, the following recommendations were made for the improvement of learning oral english at senior secondary schools in nigeria: 1) the use of capt packages should be encouraged. in order to achieve this, curriculum designers should infuse the use of capt packages for teaching and learning of oral english into school curricula. 2) language laboratories should be provided and adequately equipped with variety of instructional media such as commercially produced capt packages. 3) methods and approaches that produce differential effects among boys and girls, especially effects that favour boys to the detriment of girls, should continue to be discouraged in the process of teaching and learning oral english. 4) instructional packages that will appeal and meet the learning needs of learners irrespective of their ability levels should be encouraged. effectiveness of computer-assisted pronunciation gambari, kutigi, & fagbemi no. 8 (january june 2014) no. 8 (january june 2014) 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(1997). effects of videotape and slide-tape instructions on junior secondary students’ performance in social studies. unpublished ph.d thesis, curriculum studies and educational technology, university of ilorin, nigeria. yusuf, m. o., gambari, a. i. & olumorin, c. o. (2012). effectiveness of computersupported cooperative learning strategies in learning physics. international journal of social sciences and education, 2(2), 94-109. retrieved from: http://www.ijsse.com. effectiveness of computer-assisted pronunciation gambari, kutigi, & fagbemi no. 8 (january june 2014) no. 8 (january june 2014) 28 authors *amosa isiaka gambari is a senior lecturer in educational technology department, school of technology education, federal university of technology, minna, nigeria. he had nce (tech. edu), b.ed, m.tech. ph.d in educational technology. his research interest is in information and communication technologies (icts) application in education, instructional design, distance education and mobile learning. he is presently, the coordinator, centre for open and distance learning, university of ilorin. also a member of several professional associations and he has several publications to his credit. *amina usman kutigi is a chief lecturer in the department of education, fati lami abubakar, college of art for legal and general studies, minna, niger state, nigeria. she had nce (english language), b.ed, language arts education, master of technolgy (m.tech.) in educational technology. her research interest is in english language with educational technology, computer in education, and instructional design. she is presently the h.o.d. education department, and a member of several professional associations and she has several publications to her credit. *patricia o. fagbemi is a lecturer ii in curriculum and instruction department, school of education, fct college of education, zuba, abuja, nigeria. she had nce (social studies and christian religion studies), b.ed, social studies, m.tech. and ph.d in educational technology. her research interest is in educational technology, computer in education, and instructional design. she is a member of several professional associations and she has several publications to her credit. effectiveness of computer-assisted pronunciation no. 8 (january june 2014) no. 8 (january june 2014) gist2014finalfinal.indd 48 learners’ perceptions of the benefits of voice toolbased tasks on their spoken performance1 las percepciones de los estudiantes sobre los beneficios de tareas basadas en herramientas de voz para su desempeño oral astrid wilches2* centro colombo americano bogotá, colombia abstract the purpose of this study is to investigate learners’ perceptions of the benefits of tasks using voice tools to reinforce their oral skills. additionally, this study seeks to determine what aspects of task design affected the students’ perceptions. beginner learners aged 18 to 36 with little or no experience in the use of technological tools for speaking practice were selected to participate in this study. the students’ reflections were analyzed by following a combination of qualitative and quantitative research approaches based on classroom observation and two surveys. the findings show that tasks using voice tools are beneficial for students’ oral performance as they can raise self-awareness and self-correction of speech patterns and provide extra practice of language features such as pronunciation, fluency, intonation and accuracy. the aspects of task design that affected the student’s perception of those benefits were the opportunity to work on self-awareness of their spoken performance, to interact for comprehension purposes, and to exchange information. students acknowledged that voice tool-based speaking tasks can be educational, personally meaningful, enjoyable, and beneficial for the reinforcement of their oral skills as long as they are carefully planned and integrated into the dynamics of the class. it can be concluded that the asynchronous anxiety-free nature of voice tool-based speaking tasks offers several benefits to practice speaking skills both collaboratively and individually. 1 received: january 30, 2014 / accepted: april 28, 2014 2 astridwilches@hotmail.com gist education and learning research journal. issn 1692-5777. no. 8, (january june) 2014. pp. 48-65. wilches no. 8 (january june 2014) no. 8 (january june 2014) 49 keywords: voice tools, asynchronous computer-mediated communication (acmc), communicative tasks, task design, speaking performance and competence resumen el propósito de este estudio es investigar las percepciones de los estudiantes sobre los beneficios de tareas basadas en herramientas de voz para reforzar su habilidad de habla. adicionalmente, este estudio pretende determinar qué aspectos del diseño de las tareas generaron mayor impacto en sus percepciones. estudiantes principiantes entre los 18 y los 36 años con poca o sin experiencia en el uso de herramientas tecnológicas para la práctica del habla fueron seleccionados para participar en este estudio. las reflexiones de los estudiantes fueron analizadas siguiendo los enfoques de investigación que combinan aspectos cuantitativos y cualitativos basados en la observación de la clase y dos encuestas. los resultados demuestran que las tareas basadas en herramientas de voz son beneficiosas para el desempeño oral de los estudiantes puesto que permiten elevar la auto-conciencia y la auto-corrección de los patrones del habla y proveen oportunidades adicionales para practicar aspectos del habla como la pronunciación, la fluidez, la entonación y la precisión. los aspectos del diseño de las tareas que más impactaron la percepción de los estudiantes sobre esos beneficios fueron la posibilidad de trabajar en la autoconciencia de su desempeño oral, de interactuar con fines de comprensión y de intercambiar información. los estudiantes reconocieron que las tareas basadas en herramientas de voz pueden ser educativas, personalmente significativas, agradables y benéficas para el refuerzo de sus habilidades orales siempre y cuando estén cuidadosamente planeadas e integradas en la dinámica de la clase. se puede concluir que la naturaleza asincrónica y libre de ansiedad de las herramientas de voz ofrece múltiples beneficios para practicar la habilidad de habla tanto cooperativa como individualmente. palabras clave: herramientas de voz, comunicación mediada por computadora, tareas comunicativas, diseño de tareas, competencia y desempeño comunicativo resumo o propósito deste estudo é pesquisar as percepções dos estudantes sobre os benefícios de tarefas baseadas em ferramentas de voz para reforçar a sua habilidade de fala. adicionalmente, este estudo pretende determinar quais aspectos do desenho das tarefas geraram maior impacto nas suas percepções. estudantes principiantes entre os 18 e 36 anos com pouca ou sem experiência no uso de ferramentas tecnológicas para a prática da fala foram selecionados para participar neste estudo. as reflexões dos estudantes foram analisadas seguindo os enfoques de pesquisa que combinam aspectos quantitativos e qualitativos baseados na observação da aula e das enquetes. os resultados demonstram que as tarefas baseadas em ferramentas de voz são benéficas para o desempenho oral dos estudantes posto que permitem elevar a autoconsciência wilches no. 8 (january june 2014) no. 8 (january june 2014) 50 e a autocorreção dos padrões da fala e proveem oportunidades adicionais para praticar aspectos da fala como a pronúncia, a fluidez, a entonação e a precisão. os aspectos do desenho das tarefas que mais impactaram a percepção dos estudantes sobre esses benefícios foram a possibilidade de trabalhar na autoconsciência do seu desempenho oral, de interatuar com fins de compreensão e de intercambiar informação. os estudantes reconheceram que as tarefas baseadas em ferramentas de voz podem ser educativas, pessoalmente significativas, agradáveis e benéficas para o reforço das suas habilidades orais sempre e quando estejam cuidadosamente planejadas e integradas na dinâmica da classe. pode-se concluir que a natureza assincrônica e libre de ansiedade das ferramentas de voz oferece múltiplos benefícios para praticar a habilidade de fala tanto cooperativa como individualmente. palavras chave: ferramentas de voz, comunicação mediada por computador, tarefas comunicativas, desenho de tarefas, competência e desempenho comunicativo introduction students of english as a foreign language (efl) often have limited opportunities to practice speaking in an authentic and meaningful way inside or outside of class (nakazawa, muir, & dudley, 2007). asynchronous computer-mediated communication (acmc) tools that can be accessed in delayed-time and from different places seem to be beneficial for such students. they provide that additional speaking practice in an environment that enables the students to speak, listen to themselves, and, after repetition and feedback, raise self-awareness of their own speech patterns (gleason & suvorov, 2011). voice tools are pieces of software that enable students to practice their speaking skills online, either cooperatively or individually from any place or time on a computer with an internet connection. there are several web-based tools that can be found online free of charge. others are integrated within learning management systems (lms) that facilitate a supportive atmosphere for collaborative learning at institutions (garrison & anderson, 2003). this is the case of a private language center in bogotá, colombia, which emphasizes students’ oral competence training through a communicative task-based approach. the center has been interested in the use of technology for english learning and teaching, and recently began implementing an lms that offers interactive tools for students to practice their language skills with a multimedia emphasis. one of these is the wimba suite of voice tools, which includes voice authoring, learners’ perceptions of the benefits of voice tools wilches no. 8 (january june 2014) no. 8 (january june 2014) 51 e-mail, presentation, podcasting and a message board. this study focused on the use of the voice board tool, which is a threaded voice discussion board where students can record, playback, listen, edit, and post audio messages within a communicative task at their convenience of time and space (nakazawa et al., 2007). a communicative task is the main component of the task-based language teaching approach (tblt), which has become widely implemented in language education for its relation between the work done in class and its possible application outside. nunan (2006), who has been one of the principal contributors to understanding and shaping tblt, defines a task in this way. [it] is a piece of classroom work that involves learners in comprehending, manipulating, producing or interacting in the target language while their attention is focused on mobilizing their grammatical knowledge in order to express meaning, and in which the intention is to convey meaning rather than to manipulate form. (p. 17) similarly, ellis (2003) defines a task as “a work plan that requires learners to process language pragmatically in order to achieve an outcome that can be evaluated in terms of whether the correct or appropriate content has been conveyed” (p. 16). while a variety of definitions of task have been suggested, this study takes ellis’ (2003) definition and considers communicative tasks as pieces of work that require students to convey meaning in order to carry out academic activities that resemble those in real-life. this language approach allows students to work toward a clear goal, share information, exchange opinions, negotiate meaning and get ready for real-world tasks. ellis (2003) recommends tasks should follow some methodological principles that facilitate a more meaningful and structured learning experience. tasks should be designed according to the learner’s skills in order to set an appropriate level of task difficulty. egbert and hansonsmith’s (2007) findings corroborate this principle by showing that the enjoyment and completion of a task using technological tools can be achieved if there is an optimal balance between the challenges offered by the task and the students’ available skills. tasks should also follow a process with clear goals, steps and outcomes where the teacher orientates students to take an active role during the performance of the task. taking an active role implies taking more risks in using the language more spontaneously, focusing on meaning rather than on form. at the end of this process, as a main component of the tblt approach, students are encouraged to reflect on and evaluate their own and classmates’ learners’ perceptions of the benefits of voice tools wilches no. 8 (january june 2014) no. 8 (january june 2014) 52 performance and progress. these principles of communicative tasks can be planned and enhanced by the use of acmc tools. therefore, this study sought to find out learners’ perceptions of the benefits of tasks using acmc voice tools to reinforce their oral skills. literature review the use of acmc tools to provide additional practice and reinforce language learning has proven to be beneficial due to the asynchronous environment that enables students to rehearse and evaluate their oral performance. however, for teachers, the very nature of this environment can bring some technical, social and design factors that require careful attention when planning a communicative task. it is widely accepted now that tasks using acmc tools can contribute to the development of speaking skills (blake 2009) by providing students with the facilities to practice and evaluate their oral performance within an online atmosphere that reduces the pressure of interacting in a face-to-face class. by being in this online environment, students lose their apprehension and are able to employ more time to elaborate and put ideas together in advance before actually interacting with others (abrams, 2003; altun, 2005; stonebrink, 2008). communicative tasks using acmc tools can positively influence learners’ attitudes and motivation towards discussions and forums, encouraging them to be more participative, receptive and interactive (abrams, 2003). thanks to its asynchronous nature, acmc tools can tackle common problems when learning a foreign language by providing additional speaking practice outside class and the possibility to focus on one particular aspect of language (pronunciation, fluency, accuracy, intonation) that may require more time and attention (johnson, 2006). this type of interaction can also help develop language complexity and collaborative learning (blake, 2009; garrison & anderson, 2003). language features such as syntactic complexity, lexical sophistication, and the amount of speech have been reported as aspects that can be enhanced through tasks using acmc tools (beauvois, as cited in abrams, 2003). the facilities offered by acmc tools, such as voice recording and feedback exchange, can contribute to raise students’ awareness of their own speech patterns which could lead to selfcorrection (gleason & suvorov, 2011; hunke, 2011; yaneske & oates, 2010). self-awareness, self-correction, self-evaluation and assessment can be enhanced by acmc tools. however, the very technological and asynchronous nature of these tools may also bring some technical, emotional and procedural difficulties learners’ perceptions of the benefits of voice tools wilches no. 8 (january june 2014) no. 8 (january june 2014) 53 for teachers and students. learners may have problems accessing a platform, or meeting the technical requirements to run a program, as well as recording, editing, interacting with the tool, or personalizing the interface. these aspects may inhibit students’ participation in discussions and tasks and bring emotional issues such as a drop in motivation, embarrassment or lack of interest (yaneske & oates, 2010). other challenges when using acmc tools for communicative tasks are the time constraints when providing individual feedback, especially in large groups. the a-synchronicity enables students to take their time to elaborate ideas and edit as many times as necessary before posting, but at the same time, this flexibility may delay conversations and feedback. this may cause students to lose the motivation to participate, and they may also be too expectant of individualized feedback, which seems to take a long time to arrive (abrams, 2003; wang & woo, 2007; yaneske & oates, 2010). in summary, studies suggest that, when carefully designed for meaningful tasks, acmc voice tool-based speaking tasks can be beneficial for students to practice and reinforce their speaking skills. this research has reported the teacher’s observations and analysis; however, it would be worthwhile to know the students’ perceptions of the benefits of voice tools for speaking tasks, as they all have different reactions and insights that can contribute to the understanding of this area. methodology research design this research project follows a combination of qualitative and quantitative approaches since investigating an educational environment requires understanding the significance of human behavior. this can be measured not only quantitatively, but also described and interpreted in the light of the research objective. the goal of this research project was to investigate the learners’ perception of the benefits of voice-tool based speaking tasks and to determine what aspects of the task design affected these perceptions most. in order to collect these perceptions, class observation and two surveys were used. surveys were chosen because of their confidentiality and practicality. this data source has the advantage of being a safe space where students can express themselves freely without feeling judged or afraid; an example of this is that the surveys collected opinions from those shy students who may not have spoken their minds freely learners’ perceptions of the benefits of voice tools wilches no. 8 (january june 2014) no. 8 (january june 2014) 54 if asked in class. another advantage surveys have is the possibility of setting pre-established categories that facilitate the process of coding and preparing data. the categories were designed based on dornyei’s (2010) proposal of three kinds of data: a) factual information, to determine if demographic characteristics such as occupation and time learning english influence students’ perception; b) behavioral data, to help identify the students’ use and skills of voice tools for speaking tasks; and c) attitudinal information, to find out students’ perceptions of the benefits of voice tool-based speaking tasks. participants and context the participants in this study were nine adult beginning-level efl students in bogotá, colombia. the students come from varied geographical (six students from the capital city and three from other major cities), social (aged 18-35, different professions and lifestyles) and educational backgrounds. although beginner students at the center acknowledge the fast progress in their language skills in the short time they have been studying (2-5 months), they usually report less confidence in their speaking skills and they often point out their concern about aspects as pronunciation or fluency, and sometimes for accuracy and intelligibility. since the center’s goal is to develop students’ communicative competence and has just started implementing an lms that supports wimba voice tools, it seemed appropriate to integrate those tools into the dynamics of the class in order to explore the impact that this practice might have on the students’ speaking performance. that integration based the main component of the learning process, the communicative tasks, on the voice tools, specifically on the voice board. the basic courses at the center feature one task per unit, which includes a written and an oral presentation. the students’ performance during these task presentations constitutes a determining factor in deciding if students pass or fail the course. for this study, three tasks were chosen to be done during one month. task design the three tasks were designed following the center’s principles which correlate to the common european framework of reference (council of europe, 2001) standards for level a1-a2, and the features of the wimba voice board. learners’ perceptions of the benefits of voice tools wilches no. 8 (january june 2014) no. 8 (january june 2014) 55 center’s principles (tblt): • communication (c) • language (la) • learning (le) cefr standards for level a1a2 wimba voice board features task 1 my anecdote at school (c) narrate an anecdote from school (la) use logical sequence of events in the past and intonation to show emotions (le) correct things you say (describing experience a2) listen to yourself and edit intonation to show emotions and make an anecdote more interesting and intelligible task 2 the walking tour (c) design and present a walking tour (la) give directions and instructions to get somewhere (le) confirm information you heard (information exchange a2) flexibility of time to search, elaborate and correct information to be shared in a clear, accurate spoken way task 3 let’s take my walking tour (c)recommend your walking tour (la) suggest tips for the walking tour (le)politely reply to invitations related to the walking tou (conversation a2) (informal discussion a2) interact with partners to hold an asynchronous, informal conversation about suggesting places to visit in a walking tour and replying to invitations figure 1. task design elements the three tasks were also designed according to the following task design principles: a) presentation, in which students are given enough planning time for framing ideas and self-correction; b) structured practice, where exposure to the language is maximized; c) reflection about language components; d) individual and cooperative work; and e) exchange of meaningful information within a relevant context (tschirner, 2001). when learning occurs in given contexts, it may be called situated learning. this type of learning can be done in a social, cultural, group and individual level. data collection instruments two surveys were used to collect students’ perceptions about the benefits of voice tools for speaking tasks. the first survey was completed on paper in class. it consisted of 24 open-ended questions designed to learners’ perceptions of the benefits of voice tools wilches no. 8 (january june 2014) no. 8 (january june 2014) 56 give the students the opportunity to express their feelings. the questions were also designed to guide participants to analyze and describe their perception of specific aspects of task design. therefore, questions were focused on finding out the students’ perceptions of the effectiveness of the voice tool to enable them to practice pronunciation, intonation, fluency and accuracy, to provide the opportunity to playback, listen and edit as many times as necessary before posting, and to evaluate one’s own and others’ performance and progress. the second survey was done online during class time through google docs. it included five open-ended questions about the students’ opinions, preferences and suggestions about the use of voice tools for speaking tasks. it also included 40 rating questions using ( 1 = strongly disagree – 5 = strongly agree) divided in the following categories: general information, attitude toward tech tools for speaking, evaluation of technical aspects of the voice tools, evaluations of task design, and evaluation of voice tool-based speaking tasks for features such as pronunciation, intonation, fluency and accuracy. data analysis and interpretation these categories pre-organized the results, which were coded in a process of selecting, segmenting and labeling the data (creswell, 2008). the labels describe the data in general groups, for example selfcorrection, pronunciation, technical issues. these can be subdivided into a few manageable, specific themes, such as voice tool as an aid for self-awareness, which help answer the research questions. afterwards, a thematic approach (creswell, 2008) was used to analyze repeated commonalities, key words and perceptions. not only the students’ quotes and rich details from observation, but also quantitative data from the rating questions helped answer the research questions. results the main purpose of this study was to find out learners’ perceptions of the benefits of voice tool-based speaking tasks for their spoken performance. two principal themes were identified: 1) as an aid to raise self-awareness and self-correction, and 2) as an aid to enhance specific features of speaking such as pronunciation, intonation, fluency and accuracy. learners’ perceptions of the benefits of voice tools wilches no. 8 (january june 2014) no. 8 (january june 2014) 57 voice-based tools as an aid to raise self-awareness and selfcorrection all the students perceived self-awareness and self-correction of their speaking performance as a main benefit of using voice tools for speaking tasks. students highlighted how the facility of listening and editing as many times as necessary helped them become more aware of their mistakes, as exemplified in the following statements: “it is very enriching to be able to practice and notice the mistakes, listen and correct,” and “listening to my classmates and to myself (…) helped me identify my mistakes.” once learners identified their errors, they were motivated to self-correct and strive to do a better job. this finding is consistent with that reported in gleason and suvorov (2011), which showed that students can benefit significantly not only from listening to themselves, but also to others. voice-based tools as an aid to enhance speaking features the second benefit students perceived with the use of voice tools for speaking tasks is the possibility and importance of self-awareness and self-correction for language features such as pronunciation, intonation, fluency and accuracy. pronunciation. among all the speaking features, pronunciation (the production of specific sounds) was perceived by students as a principal aspect to enhance and master, not only during tasks but also in order to be considered proficient english speakers. having a tool that enables students to become aware of their pronunciation patterns was perceived as beneficial and useful. this awareness was enhanced by the possibility of speaking without the fear or embarrassment of a face-to-face class. in an asynchronous environment, students can take more risks to speak more freely (nakazawa et al., 2007), and to selfcorrect their pronunciation. it seems that being at home also provides an extra level of comfort that enables students to pay more attention to their pronunciation, something that simply cannot be done in class, as explained in the following figure: learners’ perceptions of the benefits of voice tools wilches no. 8 (january june 2014) no. 8 (january june 2014) 58 figure 2. attention to pronunciation when working with voice tools when working with the voice-based tasks outside class, students have more time to check the phonetic transcription of difficult words, practice repeating a particular sound several times before posting, and especially, and listen to themselves. these aspects helped students evaluate their pronunciation, as illustrated in the following comments: “i sincerely feel that i have improved especially in pronunciation,” “i honestly think that voice tools have helped me practice english because i can record, listen and detect my mistakes in terms of pronunciation, something very important for english learning.” students perceived this experience as beneficial for their language learning process since they evolved from a lack of awareness to a recognition of their own speech patterns, thanks to the voice tools. as hunke (2011) reports, the constant repetition and possibility of editing offered by the voice tools helped students become aware of their mistakes and self-correct according to the goals of the task. it also helped them spot specific weak areas in their speaking skills that needed to be improved (abrams, 2003; blake, 2009). intonation. intonation (referring to the pitch contours necessary to express varied emotions as surprise, enthusiasm or interest) was an essential aspect to accomplish the tasks as it adds to the understanding of recorded voices where there are no visual cues: it adds emotion and emphasis to their voices to clarify meaning and it guides listeners towards comprehension. although students acknowledge intonation is not a fast or easy aspect to develop in such a short time, they perceive progress in terms of self-awareness of their intonation patterns, as illustrated in the following comments: “it was a little difficult because if i analyze what i’m saying, i lose the intonation to show emotions,” learners’ perceptions of the benefits of voice tools wilches no. 8 (january june 2014) no. 8 (january june 2014) 59 “it was difficult to show emotions, sometimes because i was nervous. it seemed like i was faking.” students also perceived that after tasks using voice tools, they became more aware of their intonation production. this might be due to the fact that students could contrast how they sound speaking through a voice tool to how they normally sound speaking to friends and could realize it is not as natural as it should be and that more practice is needed. fluency. another aspect of language that students reported could be enhanced through voice tool-based speaking tasks is fluency. students acknowledged the value of the voice tools to help them accomplish more fluency to speak. listening to themselves in a way they do not normally do in class is an alternative to become aware and evaluate how quickly or slowly they are speaking, as expressed in the following statement: “the voice tools helped me because i talk and then listen, in that moment i can notice how fast or slow [it is].” the finding that listening and editing can help students access a good deal of passive knowledge of language that is not usually accessed easily in a face-to-face situation corroborates the findings of blake (2009) who states that teachers can make use of acmc voice tools to help students reinforce their oral skills. accuracy. another aspect facilitated by the voice tools’ asynchronous anxiety-free atmosphere is the time students can take to elaborate and put their ideas together, trying to incorporate the grammar and vocabulary seen in class. this confirms the findings of johnson (2006), who suggests that this kind of environment enables the students to pay more attention to language features. one feature students usually consider difficult to apply is grammar; therefore, having a tool that helps them correct that specific aspect was appreciated, as expressed in the following comments: “i improved the naturalness with which i expressed myself, my intonation, but especially i think it enabled me to better structure my ideas putting into practice the topics seen in class,” and “[voice tool-based tasks] make me more demanding until i’m satisfied with the work presented and for, those who listen, they can understand it.” this finding is corroborated by those of blake (2009) and abrams (2003), who reported that increased attention to grammar structures, use of lexicon and students’ construction of ideas can be achieved through cmc tools. although only one student disagreed that voice tools could contribute to the elaboration of ideas, most students agreed or strongly agreed that through the voice tools they paid more attention to grammar and vocabulary than they normally would in class. learners’ perceptions of the benefits of voice tools wilches no. 8 (january june 2014) no. 8 (january june 2014) 60 in general, students perceived that the voice tool-based speaking tasks had benefits for becoming more self-aware of speaking features as pronunciation, intonation, fluency and accuracy, as well as selfcorrection. in order to better understand those benefits, it is necessary to understand what specific aspects of task design impacted the students’ perception of their spoken performance, which is the second purpose of this study. aspects of task design that impact students’ perceptions three main aspects of task design were identified as affecting students’ perceptions in regards to the potential benefits for their speaking performance: 1) voice tool-based tasks as an aid for individual work; 2) as an aid for interaction for comprehension purposes; and 3) as an aid for sharing and exchanging information. voice tool-based tasks as an aid for individual work on speaking. the possibility of becoming self-aware of their own speech patterns in order to self-correct their speaking was perceived by the students as an important aspect of task design. students reported that the facilities offered by the tool, the online environment, and the purpose of the tasks were beneficial to practice their speaking skills. they also highlighted the importance of using these voice tools to increase their self-correction (yaneske & oates, 2010). a sense of progress from the first to the third task was perceived and students acknowledged how much they felt they improved thanks to the integration of this voice tool to carry out the tasks: “i know i still have many things to improve, but i have made progress in my vocabulary and pronunciation,.” and “i notice there has been progress throughout the process from the first to the last task.” students reported a sense of accomplishment, progress and improvement in their speaking performance thanks to the integration of the voice tool for speaking tasks, as illustrated in the following figure: learners’ perceptions of the benefits of voice tools wilches no. 8 (january june 2014) no. 8 (january june 2014) 61 figure 3. comparison of the students’ satisfaction with their performance in the three tasks voice tool-based speaking tasks as an aid for interaction for comprehension purposes the second aspect of task design that most affected students’ perceptions was the possibility of using the voice tool to interact with partners and do the task asynchronously outside class. students stated their preference for this kind of task over a class presentation, as they felt more at ease to share their opinions and ideas about a relevant and personally meaningful topic. they were also able to elaborate their ideas more before presenting them to their classmates (abrams, 2003; altun, 2005). finally, and especially, students were able to go beyond just posting and started interacting with each other, replying in a personalized way to the invitations being made to complete the task, as explained in the following statement: “i thought it [interacting] was enriching because we went beyond recording our experience, and we interact with the classmates through questions, suggestions and advice (…). it was a necessary exercise to know if we make ourselves clear and if others can understand what we try to say.” this preference for interaction demonstrates that the students’ perception about the benefits of voice tool-based tasks evolved from the basic facility of recording their voice to a more meaningful, enjoyable and enriching interaction. students claimed that learning cooperatively through the voice tools was beneficial to develop their speaking skills because they could help each other in their performance, evaluate their progress, complete the task goals and share with their partners. learners’ perceptions of the benefits of voice tools wilches no. 8 (january june 2014) no. 8 (january june 2014) 62 voice tool-based tasks as an aid for sharing and exchanging information promoting meaningful interaction among classmates at their own convenience of time and space was perceived as the third aspect of task design that most affected students about their spoken performance. the tasks involving the exchange of information about real places and activities in a personally-designed walking tour of the city as well as remembering anecdotes from school were seen by students as a main benefit to enhance their speaking skills in a meaningful, enjoyable and contextualized way (tschirner, 2001). the findings of the benefits and preference for using a cmc tool to promote collaborative learning corroborates the findings of garrison and anderson (2003), who state that teamwork skills and cooperative learning can be fostered by tasks using voice tools. however, it was also noticed that the delay in the responses had a negative effect on the motivation to keep the conversation going (wang & woo, 2007). sharing personal experiences made the tasks more enjoyable and meaningful for students, as reported here: “i liked the topics, listening to my classmates and sharing our experiences,” “i liked the interaction with my classmates and teacher,” “i liked remembering things from my childhood and finding out details of some places in the city.” a task where students can exchange information for a meaningful purpose enables them to develop their communicative and social skills, which confirms stonebrink (2008) and altun’s (2005) findings which suggested cmc tools promote collaborative work. the possibility of self-awareness, self-correction, and interaction also affected students since they could perceive the benefits of these practices to reinforce their oral skills. they expressed that they wanted not only to continue using these tools, but also to integrate them as a part of the dynamics of the classes, which demonstrates the impact those voice tool-based tasks had on their learning process. conclusions the purpose of this study was to investigate the learners’ perceptions of the benefits of voice tool-based speaking tasks and determine the aspects of task design that most influenced those perceptions. it can be concluded that students had a positive perception towards the voice tool-based speaking tasks as they benefit their spoken performance, both individually and collaboratively. learners’ perceptions of the benefits of voice tools wilches no. 8 (january june 2014) no. 8 (january june 2014) 63 students were able to work on their self-awareness and selfcorrection of language features such as pronunciation or fluency since the task design chosen motivated them to pay attention to their speech patterns. self-correction was fostered by the voice tool-based speaking tasks since students had the chance to listen to themselves for the first time in a more critical and evaluative manner to make any necessary changes in their speech. as students were able to listen to themselves, they developed a higher level of reflection and evaluation skills of their oral production. students were also able to work collaboratively to interact and share their feelings and ideas with their classmates in a meaningful and enjoyable way at their own convenience of time and space. students reported that interacting and exchanging information with classmates about places of interest or activities in the city was fun, educational, and meaningful for them as it related to their personalities, enabled them to talk with classmates in a meaningful way outside class and helped them practice listening, speaking and comprehension skills within a real-life context. collaborative work was highlighted among the aspects of task design that positively affected the students’ perceptions of their spoken performance. being able to share and talk with their classmates about a meaningful topic was perceived by all students as an effective and significant way to practice and reinforce speaking skills. some technical factors affected students’ perceptions of the advantages of these kinds of tasks, such as issues with computer updates, appropriate equipment, and the procedure of interacting with the voice tool. emotional factors also influenced these perceptions, including individual preferences for technology and computers, selfconfidence, risk-taking, and self-motivation. nevertheless, the benefits outnumbered the drawbacks as voice tools proved to be an effective aid to increase students’ self-awareness, self-correction and collaborative work to enhance their speaking skills. due to the small number of participants (9), the data in this study should be interpreted with caution. larger samples during longer periods of time and within different educational contexts would be needed to test the findings. a much more systematic study would explore how emotional or social factors can influence the learners’ perceptions and performance during tasks using voice tools. thus, further research should be done to investigate the importance of these “human” factors when working with acmc voice tools. this kind of research would contribute to the understanding of the use and benefits of asynchronous voice tools for speaking skills enhancement. learners’ perceptions of the benefits of voice tools wilches no. 8 (january june 2014) no. 8 (january june 2014) 64 references abrams, z. s. 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(2007). comparing asynchronous online discussions and face-to-face discussions in a classroom setting. british journal of educational technology, 38(2), 272-286. yaneske, e. & oates, b. (2010). using voice boards: pedagogical design, technological implementation, evaluation and reflections. alt-j researching in learning technology, 18(3), 233-250. author *astrid wilches received her bachelor of arts in english and spanish from the universidad pedagógica nacional in 2005. she has nine years of experience teaching english to children, teenagers and adults. she has worked as a teacher and as a tutor at the centro colombo americano for eight years only interrupted to travel to the united states in 2011 to work and study at gardner-webb university. interested in the use of technology for english teaching and learning, she pursued her m.a. in educational technology and tesol at the university of manchester. her main interests are the use of technology for english learning and teaching, design of virtual material, e-learning and m-learning. learners’ perceptions of the benefits of voice tools wilches no. 8 (january june 2014) no. 8 (january june 2014) gist2014finalfinal.indd 118 analyzing bilingual teaching and learning in madrid, spain: a fulbright scholar collaborative research project1 análisis del proceso de enseñanza y aprendizaje en educación bilingüe en madrid, españa: un proyecto de colaboración fulbright scholar linda gerena and m. dolores ramírez-verdugo2* york college, city university of new york, universidad autónoma de madrid usa / spain abstract this study was carried out as an international cooperative research project supported by a fulbright scholar award to investigate attitudes and perceptions towards bilingual education, and to extract key findings on effective pedagogy in bilingual schools in the region of madrid, where expansion of bilingual programs has been rapidly increasing. the study sought to identify the attitudes of teachers, language assistants and students towards bilingualism and bilingual program development. it was also interested in identifying effective classroom practices and strategies for effective teaching in bilingual contexts. the results obtained reveal key findings and possible implications that should be taken into consideration in order to facilitate the future development and consolidation of bilingual programs that promote educational excellence. keywords: altbe, conceptual framework, best practices, bilingual programs, clil, perceptions and attitudes, fulbright scholar collaboration, research surveys and protocols 1 received: january 30, 2014 / accepted: april 21, 2014 2 lgerena@york.cuny.edu; dolores.ramirez@uam.es gist education and learning research journal. issn 1692-5777. no. 8, (january june) 2014. pp. 118-136. gerena & ramírez no. 8 (january june 2014) no. 8 (january june 2014) 119 resumen el presente estudio se llevó a cabo dentro del marco de un proyecto de investigación colaborativo internacional, apoyado por una beca fulbright, con el objetivo de investigar las actitudes y percepciones hacia la educación bilingüe y extraer los principales resultados sobre una metodología de prácticas pedagógicas eficientes en colegios bilingües de la región de madrid, donde la implantación de los programas bilingües ha aumentado exponencialmente en las últimas décadas. el estudio pretendía identificar las actitudes de los profesores, asistentes de idiomas y estudiantes hacia el bilingüismo y el desarrollo del programa bilingüe. además se identificaron ejemplos de buenas prácticas docentes y estrategias eficientes de enseñanza-aprendizaje en contextos bilingües. los resultados obtenidos ponen de manifiesto hallazgos fundamentales y sus posibles implicaciones que, se deberían tener en consideración para facilitar el futuro desarrollo y consolidación de programas bilingües que promuevan la excelencia educativa. palabras claves: altbe, marco conceptual, buenas prácticas, programas bilingües, clil, actitudes y percepciones; colaboración beca fulbright, cuestionario y protocolos de investigación. resumo o presente estudo foi realizado dentro do marco de um projeto de pesquisa colaborativo internacional, apoiado por uma bolsa fulbright, com o objetivo de pesquisar as atitudes e percepções em direção à educação bilíngue e extrair os principais resultados sobre uma metodologia de práticas pedagógicas eficientes em colégios bilíngues da região de madrid, onde a implantação dos programas bilíngues tem aumentado exponencialmente nas últimas décadas. o estudo pretendia identificar as atitudes dos professores, assistentes de idiomas e estudantes em direção ao bilinguismo e ao desenvolvimento do programa bilíngue. além do mais, identificaram-se exemplos de boas práticas docentes e estratégias eficientes de ensino-aprendizagem em contextos bilíngues. os resultados obtidos põem de manifesto descobertas fundamentais e suas possíveis implicações que se deveriam levar em consideração para facilitar o futuro desenvolvimento e consolidação de programas bilíngues que promovam a excelência educativa. palavras chave: altbe, marco conceitual, boas práticas, programas bilíngues, clil, atitudes e percepções; colaboração bolsa fulbright, questionário e protocolos de pesquisa. gerena & ramírez no. 8 (january june 2014) no. 8 (january june 2014) 120 introduction bilingual education in spain over the past two decades, the educational community in spain, supported by the national spanish ministry of education, has made a powerful and passionate commitment to teach english in public schools using an additive bilingual education approach. throughout spain bilingual education is being promoted and developed in schools, with the objective of teaching a second language. based on a collaborative agreement between the spanish ministry of education and the british council in 1996, the public school sector in spain began its innovative and progressive foray into bilingual education through an immersion program. over time, another variety to bilingual education in spain known as content and language integrated learning (clil) was introduced, based on the council of europe framework (council of europe, 2005). it is in this context that bilingualism and bilingual programs have been developed and teachers have begun the challenging process of teaching content in a second language. also included in this perspective of promoting two languages was the focus on encouraging an awareness of cultural diversity. an important variable in these bilingual programs was the infusion and inclusion of native english speaking language assistants. these assistants were required to possess a college diploma, and would serve as linguistic models and cultural ambassadors in bilingual classrooms. most language assistants working in bilingual programs in spain were natives of the united states, but there were many from great britain and ireland as well. in one of the regions where this zeal for bilingualism was evident was in madrid and its environs, officially known as the comunidad de madrid (cam), whose official order for bilingual education began by stating that “the comunidad de madrid is convinced that bilingualism is imperative for their students to be effective and integrated participants in the european union and that the ministry of education is demanding renewed efforts to achieve this goal” (consejería de educación, juventud y deporte, 2009, para. 1). cam’s regional department of education made bilingual program development and expansion top priorities for pre-primary, primary, and secondary levels of education. as a result, the pace and scope of bilingual program development and implementation in the comunidad de madrid was rapid (ramírez-verdugo, 2010; ruiz de zarobe & lasagabaster, 2010). according to local educational experts (frijols 2010; gisbert, 2010), in 2007 there were approximately 250 primary bilingual public analyzing bilingual teaching and learning gerena & ramírez no. 8 (january june 2014) no. 8 (january june 2014) 121 schools, 2015 native english speaking teaching assistants and 880 officially trained and certified bilingual teachers in the comunidad de madrid. by the year 2015, the goal is to have over 3000 teachers and 100% of early childhood centers, 50% of primary and 30% of secondary and high schools fully developed as bilingual centers. the target is to prepare the students in the comunidad de madrid to become fully competent in english. literature review bilingual education and clil there has been an increasing interest in bilingual education throughout europe, offered mainly in a variety of clil forms with different languages as the l2 (ramírez-verdugo, 2010). most research that has been conducted on these programs lies within the context of applied linguistics rather than teacher pedagogy, effective practices or participant perceptions. studies have focused largely on classroom discourse in a clil context (dalton-puffer 2007; nikula, dalton-puffer & linares, 2013), effective theory-based practice, tools, techniques, resources, and l2 pedagogy in clil contexts (de graaff, koopman, anikina & westhoff, 2007; escobar, 2013; gerena, 2012a; gerena, 2012b; hillyard, 2011; ioannou-georgiou & ramírez-verdugo, 2010; ramírez-verdugo & sotomayor, 2012), and evaluation of bilingual secondary education and student gain and learning outcome, motivation and affective factors (admiraal, westhoff, & de bot, 2006; coyle 2011; lasagabaster, 2011; merisuo-storm 2006; seikkula-leino, 2007). attitudes and perceptions student perceptions and attitudes are important variables to effective teaching and learning (eiko, 2005). research on other program models have found positive relationships between students’ attitudes and willingness to study foreign languages (elyildirim & ashton, 2006), as well as improved language competences (daltonpuffer, 2007; genesee, 2002; lasagabaster, 2008; marsh, 2008; moore, 2006). in this respect, lindholm-leary and ferrante (2003 and 2005) document how student attitudes affect academic success and learning. lindholm & borsato (2001) reveal that factors that lead to academic success, achievement, and adjustment of successful hispanic students in the united states include motivation, a belief in academic competence, a school environment that is safe and supportive, family support, and a peer group that values education. additionally, listening to the voices of analyzing bilingual teaching and learning gerena & ramírez no. 8 (january june 2014) no. 8 (january june 2014) 122 learners has been found to be a critical aspect to successful educational programs (coyle, 2013). teacher preparation is a critical aspect to student learning. in 2002, in a report to the european commission directorate general for education and culture, the research team of kelly, grenfell, gallagherbrett, jones, richard and hilmarsson-dunn (2002) reported that language teachers should be trained in language skills and pedagogic strategies that meet the needs of all age and language level groups, from primary to adult vocational and beyond. research consistently points to better teacher preparation as a key component of successful and effective bilingual and clil programs (coyle & marsh, 2001; lasagabaster & ruiz de zarobe, 2010; lyster, 2007; maljers, 2007). effective practices in bilingual, clil, and second language education have been identified throughout the literature. effective practices include integration of content and language, active teaching, student engagement, scaffolding, developing cognitively challenging and higher order thinking skills, providing comprehensible input through the use of visuals, graphic organizers and other student centered materials, and monitoring and assessing student progress (‪de graaff, et al 2007; naves, 2009; walqui, 2006). methodology research design the methodology used in this study included mixed methods: quantitative surveys, descriptive and analytical field observations, and qualitative interviews and written reflections. the goal was to develop a conceptual framework based on current practices, yet linked to established best practices to provide support and encouragement for future bilingual program development. the research design and the data gathered were an attempt to answer the following research questions: 1. what are the perceptions and beliefs of teachers, students, and language assistants toward bilingualism and bilingual program implementation? 2. what effective practices can be observed in bilingual classrooms? are these practices aligned to student linguistic and content achievement? 3. how can the data gathered be used to promote bilingualism and future bilingual program development? analyzing bilingual teaching and learning gerena & ramírez no. 8 (january june 2014) no. 8 (january june 2014) 123 context and participants the project began by constructing an electronic survey that asked teachers, secondary students, and language assistants to respond to questions that were geared to investigating bilingual teaching practices and program perspectives. following this, schools were contacted and permission was requested to observe practicing bilingual teachers and language assistants in bilingual education programs in select schools in the northern area of madrid. bilingual classes at both primary and secondary levels were observed during field site visitations. twenty-two primary and secondary bilingual teachers, eighty secondary students, and fifty-three language assistants completed electronic surveys. twenty-seven classrooms were visited with each visit lasting approximately one hour, with sixteen primary classes and eleven secondary classes observed. thirteen teachers and administrators were interviewed individually, on a one to one basis. seventy-nine of the eighty secondary students completed the written reflection surveys that focused on the bilingual education that they had received in primary school and were continuing to receive in secondary school. data collection all research instruments and data collection materials were original and specifically prepared for this research project. they were field tested and revised over several iterations until the researchers believed they would support the goals of the project. throughout the project, both quantitative and qualitative data was gathered. quantitative data was gathered from electronic likert style surveys that were distributed to teachers, students and language assistants. classrooms were visited and descriptive field observations were recorded using an observational protocol. data from these field observations were then analyzed and organized using a follow up analytical protocol. open response questions and focused interviews with teachers and administrators, along with structured reflective written responses with secondary students, provided qualitative data. these interviews and reflective responses provided first person narratives concerning bilingualism and bilingual education. the objectives of all data collection tools were to identify effective classroom practices and strategies for effective teaching, to explore the attitudes, beliefs, and perceptions of teachers, students, and language assistants (yin, 2009). surveys. the likert style survey topics included items that measured participants’ beliefs, attitudes, and perceptions of analyzing bilingual teaching and learning gerena & ramírez no. 8 (january june 2014) no. 8 (january june 2014) 124 accomplishments and achievements, the role of english language assistants, ongoing challenges and obstacles, and future goals. the surveys included items that pertained to teaching and assessment practices, oral and written language use, development of language skills, perceived successes and gains in language and content, perceived challenges or difficulties, the role and effectiveness of language assistants, and the need for professional development. observations. over a series of five months, targeted schools were visited, and teachers were observed in their classroom settings. classroom observations were prearranged with the schools and teachers. primary classes ranged from 1st through 6th grade, and the secondary classes include 1st, 2nd, and 4th levels of e.s.o (educación secundaria obligatoria, or required secondary education). to accomplish a thorough examination of pedagogy, an original classroom observation protocol the “altbe observation protocol,” was created to serve as a consistent tool to observe classrooms across the grade levels. it was used to record and annotate both teacher pedagogy and student engagement found in bilingual classrooms at both the primary and secondary levels. all field observation notes were taken using the altbe observation protocol. interviews and written reflections. the third aspect of the study was to interview key stakeholders to capture first person, narrative voices in the context of additive bilingualism. teachers and administrators were interviewed to gain insights into their attitudes, beliefs and perceptions. an interview protocol was designed to assure consistency of questions. secondary students who had participated in a bilingual primary school program were asked to respond in writing to a set of six reflective questions that focused on their perceptions of the benefits or advantages of being bilingual in the future, successes and challenges of having participated in bilingual programs, what they liked and disliked about being in a bilingual program, the role and perceived usefulness and effectiveness of language assistants, and future benefits of their participation in a bilingual program . data analysis and interpretation a follow up analysis tool, the “altbe data analysis protocol l,” based on armas and lavadenz’ (2011) observation protocol for academic literacies (opal), was developed to examine, organize, and analyze the data obtained from each classroom observation, to ultimately construct a framework of effective practices from a broad analyzing bilingual teaching and learning gerena & ramírez no. 8 (january june 2014) no. 8 (january june 2014) 125 range of grade levels and content areas. this tool organized the raw data into five domains: (a) lesson introduction; (b) teaching strategies, methods and techniques; (c) critical thinking, higher order thinking and cognitive development; (d) effective use of language assistants; and (e) assessment. each domain contained 3-5 performance indicators. anchor definitions were established for scoring consistency. results once data was collected and analyzed from each set of instruments, findings were organized into the following categories. effective pedagogy using the “altbe data analysis protocol,” and based on the literature related to effective practices, lessons were found to include some effective practices in varying degrees. most lessons included some comprehensible input, such as demonstrations, modeling, videos, use of realia and visuals. vocabulary development was paramount in most lessons, and listening skills were developed more than speaking skills. clarification and scaffolding support were provided when needed, and technology, such as smart boards, was present in most classrooms and used to varying degrees. however, practices that were not as frequently encountered included previewing or activating prior knowledge before teaching the main lesson, use of higher order thinking questions and activities, student centered instruction, group or partner work, or handson interactive activities. most lessons focused on listening, reading, and writing rather than speaking. attitudes, beliefs, and perceptions of bilingualism and the bilingual program teachers and language assistants were mostly enthusiastic about their roles in the bilingual programs. teachers saw bilingualism as the future of professionalism in spain and a way to better prepare children for a global world. language assistants saw their role as promoters of english so that students would be enthusiastic and excited about becoming bilingual and learning more about american customs and culture. survey responses to open ended questions revealed that the areas that both teachers and language assistants felt were most successful were student motivation and interest in becoming bilingual in general. analyzing bilingual teaching and learning gerena & ramírez no. 8 (january june 2014) no. 8 (january june 2014) 126 students’ survey responses indicated that learning another language and being bilingual was important to students now and for their future. they were aware of the benefits of bilingualism and felt a sense of pride and comfort when speaking english, and they were not afraid to make mistakes. an overwhelming majority saw themselves as future bilingual adults, confident that their futures would be better because of their participation in the bilingual program. they perceived bilingualism as the key to acceptance to university, future careers, better jobs and opportunities, increased competiveness and preparedness, and greater advantages and future options. english was viewed as an important global language and the ability to communicate with others would result in improved personal language abilities in english, along with travel ease and inter cultural and communicative abilities. almost all students reported that they liked the fact that their levels of english were high, their overall language abilities were well developed, and that they learned much more english than students in the regular programs. learning vocabulary was considered easy, and as a result, their vocabulary was extensive and rich, especially in science, history and technology, and communicative abilities. they liked that the books were shorter and that there was less bookwork. when the students felt that the content was difficult, they thought the teachers were supportive and allowed them time to adjust. the social aspects were also positive. students preferred working in groups and making friends, and establishing relationships with native english speakers. on a personal level, they expressed higher levels of self-confidence, comfort level, feelings of accomplishment and a sense of pride in being able to communicate and learn in another language. they felt that they learned more and that the bilingual program was more challenging than regular programs. they generally liked their teachers, thought they were very competent, and found the classes more entertaining. additionally, students enjoyed learning english in history, art/ music, pe, science, and geography classes. they appreciated learning with videos, the internet, songs, and games, and they liked classes to be “fun” and not “boring.” students believed the language assistants were very important to their mastering english and credited them with being kind, sensitive, and extremely helpful. positive adjectives students used to describe their participation in the bilingual program ranged from “excited, satisfied, interested, to comfortable, and confident”. not only did students share what they liked about the bilingual program, they were forthcoming in reporting what they did not like as well. students did not like that learning content in english meant more analyzing bilingual teaching and learning gerena & ramírez no. 8 (january june 2014) no. 8 (january june 2014) 127 concentration and cognitive stamina during classes, and more studying and homework after school. while most students believed they could learn as much in english as in spanish, some students reported that they felt they were losing content knowledge and vocabulary in spanish due to learning in a non-native language. as in the survey, they reiterated the fact that grammar and writing were the most difficult areas of language to learn, and they did not like grammar exercises, bookwork, workbooks, or flash cards. they did not like that their schedules included an extra period a day, and they perceived the bilingual teachers as being stricter than the non-bilingual teachers. negative adjectives students used to describe their participation in the bilingual program included “tired, confused, and distracted.” effective use of language assistants language assistant responsibilities varied by schools, and some teachers stated that team teaching and their integration into the class dynamics and design took a significant amount of time and effort. many language assistants’ tended to be university graduates in diverse fields such as science or arts who were willing to spend a year abroad in a foreign country and hence, lacked prior teacher training and experience. this lack of preparation was perceived as a shortcoming by both primary and secondary school teachers. notwithstanding, language assistants were regarded as having an extremely important role to play in the bilingual program implementation. students overwhelmingly stated that the language assistants were irreplaceable and that they were absolutely responsible for their linguistic and cultural advancements. the areas they felt the language assistants were most helpful were in speaking, intonation and pronunciation, grammar, fluency, communicative skills, and preparing for exams. areas to be developed although interview responses from both primary and secondary school teachers yielded very positive perceptions and strong beliefs in the bilingual programs implemented in the region, a large majority of bilingual education teachers considered there was not sufficient teacher or language assistant training. both teachers and assistants consistently asked for more training and support on not only teaching methodology and pedagogy, but on how to integrate the assistants into the classroom structure. analyzing bilingual teaching and learning gerena & ramírez no. 8 (january june 2014) no. 8 (january june 2014) 128 higher order thinking, student centered, and hands-on, interactive teaching strategies were not as commonly reported as might have been expected. in addition, there was an apparent mismatching of perceptions. the language assistants responded that hands-on and interactive activities were not typically used in teaching, yet teachers responded that they were satisfied with the level of student centered and participatory activities provided in their teaching strategies. although vocabulary development in students was high, students had difficulty in expressing their thoughts and conceptual understandings fluently due very few opportunities to predict, infer, compare or contrast. questioning techniques needed to include more higher order thinking questions and pedagogy needed to shift from a teacher centered environment marked by an abundance of teacher talk and teaching by the book, with students focused on rote learning, to a more student centered pedagogy, where student engagement and participation were encouraged. oral language needed to be developed, since there was very little student speaking, and classwork consisted mostly of reading, writing and note taking. finally, language assistants should be more fully integrated as linguistic and cultural resources, as they were often seen assessing individual students, or doing menial chores, such as preparing materials or making copies. even though there has been an outstanding investment in the bilingual program over the last decade, teachers considered the recent cuts in education were seriously affecting the implementation of the program at schools. two of the most repeated responses gathered from the interviews with teachers were the increased teaching load and the lack of scheduled school times for planning with team teachers and language assistants. other challenges included a perceived loss of content rigor due to language limitations, and a wide range of linguistic and general academic ability in students. ten best practices based on the analysis of the data, a concept map outlining a variety of effective teaching practices in bilingual programs was developed by analyzing the data from each of the three data gathering tools (surveys, observations and interviews) for themes, key findings were extrapolated, and implications that would help facilitate future development of bilingual programs (yin, 2009). this resulted in a concept map entitled “ten best practices,” which included the following necessary criteria for effective teaching: (a) plan lessons to include both language and content objectives; (b) preview or activate analyzing bilingual teaching and learning gerena & ramírez no. 8 (january june 2014) no. 8 (january june 2014) 129 prior knowledge before teaching the main lesson; (c) use a variety of comprehensible input techniques in teaching such as visuals, realia, and hands-on interactive activities, and include demonstrations, modeling, and use of technology (smart boards, videos, power points, etc.); (d) pose higher order thinking questions and develop critical thinking skills, such as predicting, inferring, comparing and contrasting; (e) encourage student participation, both in small groups and with partners, and devise an abundance of active student engagement strategies; (f) develop students’ vocabulary levels, listening comprehension, and authentic speaking; (g) provide on going positive feedback and reinforcement with assessments used as a guide to student learning and future planning (h) make instruction student centered, with less teacher talk, and encourage teachers to facilitate learning by clarifying and scaffolding when needed; (i) include all four language modes, listening, speaking, reading and writing, evenly distributed in teaching; (j) establish ways to effectively use the linguistic and cultural knowledge of language assistants on a continual basis. conceptual framework taking this “ten best practices” concept map one step further, a “conceptual framework” was also formulated that outlined the necessary variables to develop and implement an effective bilingual program: (1) teacher and language assistant professional development, (2) implementation of the “ten best practices”, and (3) plan-do-check-act (pdca) cycle of constant reflection and change for improvement. professional development would provide support for teachers to enhance skills and strategies that would infuse and incorporate the “ten best practices” into future bilingual program development. this professional development could be delivered as in-person workshops or on-line modules, and would focus on methodology and strategies to encourage all of the “ten best practices”, and especially student interaction, higher order thinking skills and questioning, cooperative group work, hands-on and active learning, participatory and student centered instruction, and non-traditional materials and assessments. professional development could also be provided on how to effectively use language assistants in the classroom. language assistants would benefit from professional development that would delineate and demonstrate their roles and responsibilities. assistants could also receive basic training on effective teaching strategies and classroom management strategies. analyzing bilingual teaching and learning gerena & ramírez no. 8 (january june 2014) no. 8 (january june 2014) 130 the plan-do-check-act portion of the conceptual framework draws upon deming’s pdca cycle of continuous improvement (1986) and has been accepted in practice in the field of professional continual improvement and teacher professional development (kartikowati, 2013; knight, 2012). it encourages action, assessment, and infusion of new ideas and methodologies in order to improve a process or product. the four phases, as explained by brown and marshall (2008), can be described as “plan, do, check, act”. the pdca cycle can be of particular use in designing, developing and implementing future programs. conclusions this project was an attempt to investigate attitudes and perceptions towards bilingual education, and to extract key findings on effective pedagogy in bilingual schools in the comunidad de madrid (cam), where expansion of bilingual programs has been rapidly increasing. the research project focused on three populations involved in bilingual education: teachers, language assistants, and students. the research questions in this study explored the perceptions and beliefs of teachers, students, and language assistants toward bilingualism and bilingual program implementation, effective practices in bilingual classrooms, and how the gathered data could be used to promote bilingualism and future bilingual program development. data was collected throughout the study using various original tools. analysis of the data led to the creation of a concept map of effective practices and a conceptual framework to support effective bilingual program development and implementation. both the concept map and the conceptual framework can be used to inform future bilingual program planning, as well as assist teachers to provide students with a learning environment that will support student linguistic and content achievement. from this perspective, these results may be used to facilitate future development and consolidation of those bilingual programs that promote and support an educative model and approach based on efficiency and excellence for a future generation of learners and citizens. the positive findings expounded on in this study are fully in line with the long-life learning perspective and philosophy that the european commission has been encouraging across europe for the last few decades, which supports the concept of multilingualism, or the ability to communicate in at least two foreign languages plus their mother tongue. in this context, the spanish ministry of education, along with the regional departments of education, such as catalonia (with analyzing bilingual teaching and learning gerena & ramírez no. 8 (january june 2014) no. 8 (january june 2014) 131 catalan, castilian, english and french as the main spoken languages), galicia (with galician, castilian and english) valencia (with valencian, castilian, and english or french) or the basque country (with basque, castilian, and english or french) have provided strong support for bilingualism and bilingual education. nevertheless, in order to address issues of teacher education and professional development needs, as identified as a result of this study, and to operationalize the conceptual framework, a bilingual teacher and language assistant professional development program based on the ten effective practices, and incorporating the pdca model, will be submitted to the department of education at the comunidad de madrid (cam). it is hoped that it will be implemented as part of an on going professional development program in the comunidad de madrid, one that would positively impact teacher and program effectiveness. this fulbright senior scholar research agenda and results provide an opportunity to support bilingualism, to encourage international collaboration, and to engender powerful partnerships for future bilingual program development. it is hoped that the results of this project, when disseminated, will be applied to other bilingual contexts and experiences. references admiraal, w., westhoff, g.j. & de bot, k. 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(2010). the emergence of clil in spain: an educational challenge. in d. lasagabaster & y. ruiz de zarobe (eds), clil in spain: implementation, results and teacher training. newcastle upon tyne, uk: cambridge scholars publishing. seikkula-leino, j. (2007). clil learning: achievement levels and affective factors. language and education 2(4), 328–341. walqui, a. (2006). scaffolding instruction for english language learners: a conceptual framework. international journal of bilingual education and bilingualism 9(2), 159-180. yin, r. k. (2009). case study research: design and methods. fourth edition. thousand oaks, ca: sage. authors *linda gerena is an associate professor of teacher education at york college, cuny and a fulbright senior scholar. dr. gerena received her ph.d. in educational policy/bilingual education from san diego state university. her professional research interests include bilingualism, second language acquisition, effective practices in second language instruction, dual immersion program development, and clil teacher preparation. she is dedicated to preparing highly qualified teachers who will provide effective instruction for linguistically and culturally diverse populations. in 2011, dr. gerena was awarded the prestigious fulbright senior scholar researcher award, and she was invited to the autónoma university of madrid in 2012 as a guest professor and researcher. as a fulbright senior scholar and visiting professor at the autónoma, dr. gerena guest lectured on second language acquisition theory and practice. in addition, as a senior fulbright researcher, dr. gerena conducted research on bilingual program development in spain, and focused on bilingual program implementation in madrid’s public school. dr. gerena has also developed and implemented bilingual teacher professional development training seminars for bilingual teachers in spain, most recently in extremadura and castilla-la mancha. her background and research can be viewed at: https://www.york.cuny.edu/portal_college/lgerena analyzing bilingual teaching and learning gerena & ramírez no. 8 (january june 2014) no. 8 (january june 2014) 136 *m. dolores ramírez-verdugo is an associate professor of english teacher education, faculty of teacher training and education, uam. her research involves two main areas of interest. the first one includes technology-enhanced language learning; second and foreign language acquisition, bilingual education and clil. her second area of interest comprises english-spanish speech, intonation pragmatic and discourse analysis in corpus linguistics. her phd thesis was awarded with the first national prize in educational research by the ministry of education. dr. ramírez-verdugo has participated and coordinated local and international research projects and has been awarded with the european commission of education and culture funded project: european clil resource centre for web2.0 education: earlyto-long-life languages learning. she coordinates ®uamtell research group (technology enhanced language, content and culture learning in multilingual settings) and has been a visiting professor at cambridge university research centre for english and applied linguistics, cambridge university, uk; umea university department of language studies, sweden; and city university of new york, us. analyzing bilingual teaching and learning no. 8 (january june 2014) no. 8 (january june 2014) gist1-2007.indd 24 bilingüismo indígena en colombia. david alarcón abstract native languages are many but minority in colombia because of the different policies developed during the conquest and colony and lately the republic. some sociolinguistic concepts as the communicative competence, communicative situation, domain, diglossia, speech community, simple or dual competence among others can be used to understand the present native bilingualism and bilinguality. the importance of these languages is found in the cultural knowledge that they transmit. however, not all ethnic groups promote in their schools the use of their languages because of the different difficulties they have. resumen las lenguas indígenas son muchas pero minoritarias en colombia debido a las políticas lingüísticas que desarrolló inicialmente la corona española durante la conquista y la colonia, y posteriormente la república. algunos conceptos sociolingüísticos como el de competencia comunicativa, situación comunicativa, dominio, diglosia, comunidad de habla, competencias simple y dual entre otros, ayudan a entender el bilingüismo y la bilingualidad indígena actual. la importancia de las lenguas indígenas se encuentra en el conocimiento cultural que éstas transmiten. si estas se pierden se pierde ese conocimiento. la educación escolar parece ser una solución. sin embargo, no todos los grupos étnicos promueven en sus escuelas el uso de sus lenguas por diferentes dificultades que se presentan. palabras claves: bilingüismo, bilingualidad, competencia comunicativa, competencia diferencial, diglosia. 25 introducción afirmar que colombia es un país plurilingüe y multicultural parece un hecho evidente desde que la constitución de 1991 oficializó las lenguas de sus habitantes indígenas. con seguridad muchos colombianos, especialmente de las ciudades, no sabíamos de la diversidad indígena, ya que en la historia que nos enseñaron nos presentaron a estos personajes como seres salvajes que fueron antaño dominados por los españoles. y es que aún hoy, a pesar del reconocimiento de dicha oficialidad, muchos colombianos no saben que existen sociedades indígenas bilingües que sobrevivieron a la época de la conquista y la colonia en las diferentes regiones. los hablantes de estás lenguas son colombianos que hacen parte del país por estar dentro del mismo territorio, pero la historia y división política de éste afectaron su cultura y establecieron relaciones comunicativas de poder en donde las lenguas indígenas ocupan un lugar marginal con relación al español usado en todo el país. la población indígena representa el 2% de la población total del país. en esa población se encuentran aproximadamente 80 grupos étnicos y 64 lenguas indígenas con diferente número de hablantes, ya que hay grupos étnicos que pueden tener pocos hablantes de su lengua como es el caso del grupo karijona que no pasa de 10 hablantes, o bien otros con mayor número de hablantes, como los wayuu que pueden tener aproximadamente 40.000 hablantes. es obvio el estado de lenguas minoritarias en que se encuentran con relación al número de hablantes de español en el país. sin embargo, es esta población, junto con la afrocolombiana, la que da al país la calidad plurilingüe y multicultural. como metodología, se presenta en este artículo el estado de bilingüismo en las sociedades indígenas a partir de cuatro puntos de vista: el histórico, en donde se hace una breve revisión de las políticas lingüísticas desarrolladas en diferentes momentos; el conceptual, con una revisión de términos que permiten aproximarnos al uso de las lenguas indígenas; el cultural, en donde se evidencia la relación cultura-lengua; y el educativo, con la implementación de contenidos en lenguas. políticas sobre las lenguas indígenas la política española con las lenguas indígenas durante la conquista y comienzos de la colonia fue inicialmente benéfica, en cierta manera, ya que por el deseo de integrar al indio en su economía extractiva se le permitió a la iglesia católica penetrar en el conocimiento y manejo de las lenguas indígenas por parte de los misioneros. se elaboraron trabajos descriptivos, que para su época se reconoce su calidad, como por ejemplo algunas gramáticas de la lengua muisca (ortega, 1978). david alarcón 26 por el contrario, carlos iii hacia 1770 prohíbe el uso de lenguas indígenas por medio de cédulas reales que llegan a un territorio que perdía poco a poco y cuyos habitantes se distanciaban de la corona. se prohibió hablar lenguas indígenas y mucho más escribir sus gramáticas por lo cual fueron en gran parte destruidas las que había. algunos grupos indígenas ya habían sido obligados a retirarse a zonas montañosas o zonas de selva. en realidad muchas lenguas indígenas seguían hablándose. debe reconocerse el trabajo que algunos misioneros habían hecho a finales del siglo xvii y posteriormente a comienzos del xix, con la misma visión evangelizadora, el cual consistía en estudios de lenguas indígenas con fines catequistas como son hervas y panduro, gilij, celedón, rueda y biffi (ortega, 1978). durante el siglo xix la república negó la existencia de las lenguas indígenas al querer unificar a sus ciudadanos y dar la responsabilidad a la iglesia de la educación en los territorios indígenas que se impartiría obligatoriamente en español y cuya finalidad sería la evangelización. esto se evidencia en la constitución de 1886 y la ley 153 de 1887 en donde se califica al indígena como incapacitado social, bárbaro, salvaje e incivilizado (pineda, 1997). es de suponer que esta posición no fomentó el estudio o uso de las lenguas indígenas. sin embargo, algunas instituciones como el instituto indigenista interamericano, el instituto caro y cuervo y la academia de historia, motivadas por iniciativas americanistas, promovieron el estudio de las culturas y lenguas indígenas en la primera mitad del siglo xx ya con una actitud científica y profesional acorde con los desarrollos tecnológicos, sin llegar a ser una respuesta o solución a la situación de marginalidad en que se encontraban dichas culturas (ortega, 1978). solamente hacia 1970, y como producto de circunstancias que forzaron a los indígenas del cauca a actuar, se creó la organización indígena que logró reivindicaciones socio-políticas y que permitirían posteriormente, en la nueva constitución de 1991, el reconocimiento de los derechos de los pueblos indígenas entre los cuales está la lengua como factor de desarrollo cultural. sin embargo, existe en la actualidad una posición de desventaja en las sociedades indígenas que tiene que ver con la falta de autonomía. las sociedades indígenas en colombia no cuentan con el apoyo, la fuerza necesaria, la preparación y la suficiente visión para reclamar y construir una política lingüística que no sea sólo un mecanismo de sostenimiento de las lenguas, sino un plan de fortalecimiento de bilingüismo indígena en colombia. 27 autonomía e integralidad socio-cultural y económica diferente de los planes de integración republicanos o incluso de los últimos gobiernos. así, la situación de las lenguas indígenas, desde esta perspectiva, no es alentadora. algunos conceptos sociolingüísticos relacionados con el bilingüismo indígena. hammers y blanc (1989) definen los conceptos de bilingualidad y bilingüismo de forma tal que permiten mostrar parte de la realidad comunicativa de los indígenas de colombia. para ellos la bilingualidad (bilingüismo individual) se refiere a la posibilidad del individuo de acceder a más de un código lingüístico como medio de comunicación social, dependiendo el grado de acceso a factores “sicológicos, cognitivos, sicolingüísticos, socio-sicológicos, sociales, sociolingüísticos, socioculturales y lingüísticos” (p.6). a su vez, el concepto de bilingüismo (bilingüismo social) “incluye al de bilingualidad pero hace referencia al estado de una comunidad lingüística en donde dos lenguas están en contacto siendo usadas en la interacción y por lo tanto existiendo un número de individuos bilingües” (p.6). el bilingüismo individual puede definirse como la capacidad de una persona para comunicarse en dos códigos en momentos comunicativos diferentes. sin embargo, debe haber acuerdo en establecer si es el dominio que se tiene de uno u otro código para la comunicación en circunstancias sociales determinadas, es decir, la competencia comunicativa, si es el valor prescriptivo, es decir, o si es la pasividad o actividad las que definen el carácter bilingüe de los individuos. una vez expuestos los conceptos de bilingüismo y bilingualidad bajo los cuales se pretende mostrar el estado de las lenguas indígenas de nuestro país, se hace necesario acudir a otros conceptos tomados de la antropología lingüística y de la sociolingüística como son: la competencia comunicativa, la situación comunicativa, el dominio, la diglosia, la comunidad de habla entre otros. así, el primer concepto para entender el bilingüismo en las sociedades indígenas es el de competencia comunicativa. la competencia para hymes (1972) es una habilidad y como tal sugiere hablantes reales que actúan en situaciones reales, por lo cual propone el estudio del lenguaje en uso, que permite establecer los factores sociales que intervienen en la comunicación. factores como el de la edad, la educación, el sexo, pueden definir la lengua que se emplea en situaciones comunicativas determinadas (hymes) un niño indígena puede ser monolingüe en david alarcón 28 sus primeros años de vida, suponiendo que su madre le habla en la lengua indígena del grupo étnico, sin embargo, el ingreso a la escuela contribuye al desarrollo de su competencia en español; un viejo puede ser monolingüe en lengua indígena y ser solamente interpretado por sus hijos mayores quienes son considerados buenos hablantes de español. agrega, además, dicho autor que en la realidad no existe una comunidad homogénea sino que existe una comunidad con hablantes cuyas competencias son diferentes. el concepto de competencia comunicativa supone el entorno y demás circunstancias que constituyen el acto comunicativo que reconoce los actos de habla como hechos lingüísticos enmarcados en contextos sociales. de ahí que la situación comunicativa se refiere a aquel contexto en que se produce una comunicación, es decir, el lugar y el momento en que interactúan dos o más individuos (moreno, 1998). el concepto de situación comunicativa se utiliza muchas veces como sinónimo de dominio o ámbito, pero el carácter institucional de este último los diferencia ámbito o dominio familiar, escolar etc. (moreno). el dominio permite agrupar prácticas verbales similares, sin embargo, algunas veces las variedades lingüísticas pueden presentarse en diferentes dominios (rotaextxe, 1990). así, cuando hacemos referencia a la comunicación en asentamientos indígenas, es de subrayar que dichas situaciones son diversas y que de acuerdo a cada una de ellas se puede evidenciar el bilingüismo. por ejemplo, en muchas fiestas tradicionales los indígenas acostumbran a emplear sus lenguas propias, al igual que en muchas conversaciones en los núcleos familiares, mientras que en los pueblos o ciudades los mismos indígenas podrían emplear el español. igualmente los dominios pueden motivar el uso de diferentes variedades lingüísticas (o si se quiere lenguas), como es el caso del uso del español en muchas escuelas o el uso de las lenguas indígenas en el ámbito familiar. éste último ejemplo, sirve para hacer referencia a un concepto acuñado por ferguson y que ha servido para dar razón de algunos fenómenos importantes: la diglosia. éste fue considerado inicialmente como el empleo de dos o más variedades de una misma lengua en diferentes circunstancias (garvin y lastra, 1984), que se realiza en distribución complementaria, es decir, que cuando se emplea una variedad en una circunstancia determinada, no se emplea la otra variedad. las variedades entonces cumplen funciones determinadas. posteriormente, este mismo uso fue aplicado con respecto al bilingüismo, es decir, que cuando se emplea un código en una circunstancia específica, no se emplea otro. bilingüismo indígena en colombia. 29 otro ejemplo de diglosia en las sociedades indígenas puede ser el uso de lengua ritual, que no es la misma lengua de uso diario de los grupos sino que tiene una estructura diferente (garzón. 2006) estos conceptos suponen una comunidad de habla, definida como un grupo de personas que comparten normas de uso del lenguaje, aunque no comparten la misma variedad o el mismo código (romaine, 1996). es el caso de muchos de los asentamientos indígenas en los departamentos del amazonas en donde pueden convivir personas cuyas lenguas, etnias y familias son completamente diferentes, como en el bajo caquetá (alarcón, 2000). allí, se puede dar lo que llama hymes competencia diferencial en una comunidad lingüística heterogénea (hymes, 1972). en el mismo lugar del ejemplo y teniendo en cuenta esta competencia diferencial, se pueden presentar comúnmente las que se denominan competencia dual y competencia simple, es decir, la posibilidad de comprender una lengua además de la propia pero producir solamente una es decir comprender dos lenguas (dual) pero producir una (simple) (romaine, 1996). también se puede escuchar a una persona hablando en yukuna mientras que su interlocutor habla tanimuka. igualmente se evidencian casos de lingüismo trial (o competencia trial), es decir, alguien puede comprender tres lenguas -una de ellas puede ser españolpero producir solamente una o dos (alarcón). el acontecimiento, evento comunicativo o conversación se refiere al conjunto de elementos comunicativos que tienen un fin específico, unos hablantes específicos y en donde se emplea una variedad lingüística con temas específicos. puede considerarse como una unidad de análisis sociolingüística. se sobrentiende que los eventos comunicativos se realizan en las actividades diarias de carácter social. dentro de los acontecimientos comunicativos se pueden realizar actos comunicativos o actos de hablar definidos por funciones específicas al hablar como afirmaciones, preguntas, negaciones, etc. (moreno, 1998). en las comunidades de habla indígenas que comparten más de tres códigos, se pueden escuchar conversaciones cuyos actos de habla cambian en cuanto al uso de un código, debido a las intenciones que tengan los hablantes: un chaman puede estar empleando una variedad sagrada, pero en el momento de dirigirse al paciente, puede emplear la variedad normal de comunicación de dicha comunidad, que bien puede ser español o una lengua indígena. de allí que se haga necesario mencionar otro concepto mucho más conocido que se evidencia en algunas sociedades indígenas: david alarcón 30 la alternancia, entendida como aquellos cambios de código en una misma conversación (appel y muisken, 1996). estos autores plantean tres clases de alternancias: la alternancia de muletillas, que incluye exclamaciones, coletillas o paréntesis; la alternancia intraoracional o mezcla de códigos, no considerada por algunos autores como alternancia (moreno, 1998); y la alternancia interoracional. estudios específicos de este tipo no se han realizado con las lenguas indígenas aunque en la mayoría de descripciones se hace mención a este tipo de relaciones entre lenguas. appel y muisken (1996) plantean un modelo de funciones para la alternancia basado en las funciones del lenguaje de jakobson y halliday que se evidencian en muchas comunidades de habla indígenas. así tenemos: 1) en la función referencial. implica falta de conocimiento de una lengua o dificultad en una lengua para tratar un tema; 2) en la función directiva. es la relación directa con el oyente. está relacionada con la exclusión o inclusión de alguna persona presente; 3) en la función expresiva. “los hablantes enfatizan una identidad mixta (...)” (p.179), es decir que el buen dominio de las dos lenguas permite a los hablantes crear una forma de habla con bastantes alternancias; 4) en la función fática. se emplea la alternancia para llamar la atención sobre una información determinada. 5) en la función metalingüística. la alternancia “se usa para comentar directa o indirectamente las lenguas implicadas (...)” (p. 179), como cuando alguien quiere demostrar que tiene conocimiento de otra lengua y 6) en la función poética. pueden incluirse aquí los juegos de palabras, chistes, poemas, etc. todos estos tipos de alternancia son realizados por hablantes indígenas y aunque la alternancia no signifique para estos autores necesariamente la pérdida de la lengua, son circunstancias como la educación, el comercio, las relaciones hegemónicas de la sociedad mayoritaria entre muchas otras causas las que afectan el uso de las lenguas indígenas. el último concepto que se propone para tener en cuenta en relación con las lenguas indígenas y el bilingüísmo es la actitud lingüística que de acuerdo con moreno (1998) hace referencia a la manifestación de tipo sicosocial que se refiere a la lengua o al uso de una lengua o variedades lingüísticas en la medida en que ellas transmiten significados sociales o afectivos al igual que normas y marcas culturales. de allí que las actitudes lingüísticas establecen una relación con la identidad de los hablantes, sin implicar que haya necesariamente una relación directa entre la lengua y la identidad como es el caso de las sociedades chibcha, pijao, zenú, cuyas lenguas no se hablan pero los descendientes de estos grupos étnicos se reconocen como propiamente indígenas. bilingüismo indígena en colombia. 31 el estudio de las actitudes lingüísticas permite un mejor conocimiento de aspectos como la elección de una lengua en determinados ámbitos y en sociedades multilingües, la inteligibilidad, la planificación lingüística o la enseñanza de lenguas (moreno, 1998). así, muchas sociedades indígenas en colombia, después de la constitución de 1991, cambiaron de actitud ante sus lenguas y comenzaron a plantear políticas que promovieran su uso, especialmente desde la escuela. por lo general las actitudes lingüísticas se relacionan con el estatus y el prestigio de los hablantes. tienen que ver con las creencias de carácter social e individual que el hablante tenga y con sus valoraciones sobre las lenguas o sus variedades. así, se puede hablar de actitudes positivas o negativas y favorables o desfavorables en relación con el uso y la aceptabilidad de una variedad o con la vitalidad de una lengua (moreno, 1998). la actitud lingüística de muchos indígenas es negativa en el sentido que no emplean sus lenguas por sentir pena ante los hablantes de español o en el caso de los niños que no hablan sus propias lenguas por temor de ser burlados. de hecho, por ser el español la lengua mayoritaria, cuenta con más prestigio en el ámbito escolar. igualmente, en muchos pueblos, cuando algunos indígenas están en oficinas en oficinas y entidades privadas o públicas, las lenguas indígenas no se hablan por considerarse que esos no son ámbitos adecuados para hacerlo. sin embargo, una actitud positiva es el hecho de que muchos hablantes promueven sus lenguas como un hecho de identidad y fortaleza cultural. importancia de las lenguas indígenas la relación entre lengua y cultura la plantearon muchos investigadores y desde diferentes disciplinas. es el caso de la dialectología, cuyos precedentes podrían encontrarse en la geografía lingüística (montes, 1995); la lingüística antropológica americana de comienzos del siglo xx con boas, sapir, whorf, interesada en la relación lengua-cultura (en lastra 1992); la sociología del lenguaje encabezada por fishman (1995) y cuyo énfasis parecería ser la organización social en su relación con el lenguaje; y los estudios ya más específicos de dicha relación planteados por labov y hymes (en lastra). ahora bien, vale la pena mencionar, a manera de ejemplo, algunos hechos en las mismas sociedades indígenas y plasmadas en estudios por algunos investigadores en el país, en donde se evidencia la relación de las lenguas indígenas con el conocimiento cultural y la importancia de su mantenimiento. david alarcón 32 pérez (1997) afirma sobre los wayuu que “la situación social de la lengua, el contacto con sus vecinas, su vitalidad, su geografía, son puntas de lanza tomadas todavía de manera espontánea. todo lo cual forma parte del paisaje de la realidad lingüística y de las operaciones mentales que desarrolla el grupo indígena más numeroso de colombia y venezuela” (p. 179). de hecho, los wayuu ocupan un territorio muy particular debido a las características geográficas de la guajira. la lengua, como uno de los principales elementos de unión cultural, ha ayudado a mantener dicha sociedad en tan difíciles condiciones principalmente geográficas y económicas -, a pesar de toda la historia de dominio lingüístico por parte del español, y es que más de la mitad de su población es monolingüe en lengua wayuu, es decir aproximadamente 89.000 y 74.000 bilingüe. también podemos mencionar que las lenguas de la sierra nevada son empleadas a diario y permiten las relaciones familiares siendo la identidad su más preciado valor, ya que permite la conservación y transmisión cultural. allí, el 90 % de la población emplea alguna de las tres lenguas indígenas que más se hablan: kogui, ika, damana, es decir, aproximadamente 18.000 hablantes (trillos, 1997). en ese sentido, la conservación del conocimiento ancestral es uno de los aspectos más importantes para todas las culturas indígenas de colombia lograda por medio de la oralidad y vigente en todas ellas y con el riesgo de convertirse en culturas puramente escritas1 . para los páez, el nasa yuwe “fue un regalo de dios (...), ya existía cuando llegaron los blancos y también antes de los pijaos (...), es tan antiguo que está presente en la tierra desde que el mundo fue creado” (pachón, 1997, 276). y es que podemos hacer un recorrido por la mitología de todas estas sociedades y encontraremos la misma relación lengua-cultural pero de manera narrativa. de este grupo étnico, conformado por 95.000 hablantes, se calcula que 60.000 hablan la lengua nasa yuwe (pachón). 1 la escritura ha sido un objetivo de las sociedades indígenas colombianas, ya que su empleo da acceso al conocimiento de la cultura nacional o mundial, además de ser una herramienta que puede ser empleada en procesos de recuperación cultural y lingüística. es un elemento para defenderse de la cultura dominante. sin embargo el autor de este artículo considera que la escritura da un cambio cultural grande que pone en peligro la oralidad en lengua indígena si no es planeada su implementación, y por lo tanto, los conocimientos y su forma de transmisión, que son rituales y culturales, se pueden ver afectados. bilingüismo indígena en colombia. 33 estos tres grupos son representativos en cuanto a que tienen una sola lengua y se hizo mención al número de hablantes para tener una idea numérica. sin embargo, al hablar de bilingüismo de los indígenas el número de hablantes es relativo como se ha tratado de mostrar con los conceptos arriba mencionados. por ejemplo, en el departamento del vaupés el 90% de su población es indígena (aproximadamente unos 15.000), pero entre su población se encuentran alrededor de 17 lenguas, siendo el número de hablantes por cada lengua mucho menor al de los ejemplos de arriba, pero con competencias multilingües (se pueden encontrar hablantes hasta de siete lenguas) por lo que se considera como una de las regiones con mayor número de lenguas a nivel mundial. y para no seguir una gran enumeración de ejemplos que se podrían presentar y que plantean la relación lengua-cultura, se menciona aquí otra razón que da cuenta de la importancia de las lenguas indígena: la conservación de la naturaleza. para muchos esta razón podría ser algo romántica, pero vale la pena analizarla. en uno de los consejos regionales que el actual presidente, alvaro uribe, realizó, un indígena u’wa afirmaba a este dignatario que ellos ocupaban la montaña para cuidar a los hermanitos menores (blancos), ya que era allí donde nacían las aguas que riegan los campos. y es un hecho que los indígenas, por medio de sus lenguas, transmiten el conocimiento ecológico necesario para el mantenimiento de los diferentes ambientes naturales en donde habitan, igualmente importante para la conservación de nuestro planeta. para los indígenas makuna, barasana, eduria, piratapuyo, bará, carapana, entre otras etnias habitantes del pirá-paraná en el departamento del vaupés, la importancia del conocimiento del medio ambiente relacionado con su cultura es una de sus principales metas en el trabajo colectivo que vienen desarrollando desde hace varios años para mejorar el uso de los espacios naturales y por ende, sus condiciones de vida (ortíz, gómez & ayarza, 2006) igualmente, los trabajos de las comunidades del bajo caquetá, cuyos habitantes matapí, yukuna, carijona, tanimuka, y miraña entre otros, consideran que a pesar de que la mayoría de sus habitantes hablan el español en diferentes situaciones, el manejo del territorio tiene que ver con el conocimiento que expresan los viejos (vease por ejemplo, fieri, 2006) david alarcón 34 y es que la conservación del medio ambiente tiene que ver definitivamente con el bilingüismo, comoquiera que muchas de las historias, leyendas o cuentos que se narran en las lenguas indígenas, contienen el conocimiento que permite la formación de aquellos individuos pertenecientes a sociedades que con sus diversas formas de actuar y vivir pueden llegar a mantener el equilibrio de los acontecimientos naturales y sociales. la conservación de la selva amazónica, de la sierra nevada de santa marta, de las selvas del chocó y antioquia, del putumayo, de los montañas santandereanas, al igual que muchos otros lugares afectados por la cultura del colono, es una necesidad. son los indígenas que han hecho un uso equilibrado de los espacios naturales con su conocimiento transmitido de generación en generación por medio de sus lenguas y son las circunstancias del país y los intereses económicos los que ponen en peligro su existencia. la escuela y las lenguas indígenas cuando hacia 1886 se entregó la educación de los llamados territorios a la iglesia, se fundaron en las primeras décadas internados que brindaron educación a los indios. en realidad el objetivo fue el mismo de los españoles: la evangelización y la reducción de los indios como se mencionó arriba. la mayoría de estos internados prohibieron el uso de las lenguas indígenas a sus estudiantes. algunos de los ancianos recuerdan cómo fueron castigados en los internados por hablar sus lenguas. este hecho hizo que muchos de los indígenas en muchas comunidades dejaran de usar sus lenguas y emplearan el español con mayor frecuencia. pero ni las cédulas reales, ni los internados, acabaron con las lenguas indígenas. con las nuevas leyes, las sociedades indígenas se han propuesto conformar escuelas que tengan en cuenta el conocimiento tradicional y las lenguas indígenas. en el momento los desarrollos de estas propuestas son diferentes de acuerdo con las problemáticas de las comunidades. algunas han logrado desarrollos muy importantes como se evidencia en los encuentros de educación indígena. incluyen en sus planes de estudio tanto contenidos en español, como contenidos en lenguas indígenas. otros tienen actividades como fiestas tradicionales, encuentros con mayores para narración de historias, elaboración de utensilios, u otras actividades en las que se habla en lengua indígena. bilingüismo indígena en colombia. 35 se han creado muchas escuelas comunitarias2 , con la intención de brindar una educación que tenga en cuenta las particularidades culturales y las lenguas indígenas. sin embargo, sus condiciones geográficas, políticas, económicas o culturales no se los permiten. por lo general no encuentran la manera de que sus lenguas hagan parte de la enseñanza. algunas no tienen personal capacitado para desempeñar la labor docente. algunos maestros no saben la lengua indígena de la comunidad o entre sus estudiantes se encuentran hablantes de diferentes lenguas. otras veces no se sabe cómo incluir a los viejos en procesos escolares bien sea porque no hablan bien español, o porque ellos no consideran esta actividad propiamente tradicional. otro problema que se encuentra es que al interior de las comunidades indígenas se considera que el español debe estudiarse y aprenderse para poder acceder al conocimiento de la cultura occidental, de la ciencia y la tecnología sin evaluar o analizar los efectos de estos procesos integracionistas que si bien ayudan al “desarrollo”, también generan otro tipo de problemas como es la dependencia que se tiene del español o el mayor interés de los estudiantes por la cultura nacional o internacional y el rechazo de la propia cultura. podemos afirmar que el único ámbito en el que hay un interés en incluir las lenguas indígenas en forma planificada y como factor determinante de la identidad indígena es en la educación. algunas escuelas y colegios en diferentes partes del país han realizado experiencias en las que incluyen las lenguas indígenas. sin embargo, hace falta evaluarlas y verificar si estas experiencias hacen parte del auge de la educación bilingüe o si realmente han sido producto de reflexiones profundas sobre la lengua, la cultura, la pedagogía, y si promueven realmente un estatus equitativo para las lenguas y culturas indígenas en relación con el poder del español y la cultural nacional. a manera de conclusión el bilingüismo es la evidencia de la movilidad de las sociedades y sus culturas. la mayoría de las lenguas del mundo son minoritarias y la expansión de unas lenguas como el inglés, el español, el ruso, 2 estas escuelas por lo general son financiadas con los recursos del sistema de participación del estado que reciben las comunidades indígenas y no propiamente con recursos del sector educativo. david alarcón 36 el árabe, es un hecho. sin embargo, a pesar de la predicción de algunos lingüistas sobre la muerte de la mayor parte de las lenguas aborígenes para el año 2.000 (romaine, 1996), la presencia de las lenguas indígenas en colombia pareciera desmentir dicha profecía y configurarse como una esperanza para las sociedades indígenas. pasaron cinco siglos y pareciera que las lenguas indígenas tuvieran la capacidad de perdurar a pesar de las inclemencias de los años, o mejor, de la inconsciencia del otro mundo. también es probable que las lenguas y sociedades indígenas sobrevivan a la crisis de conflicto del país, pero esto no está garantizado. el desarrollo de los países ha generado efectos negativos en las sociedades y lenguas minoritarias. sin embargo, las sociedades indígenas aspiran al desarrollo. en colombia, por ejemplo, los grandes proyectos económicos han afectado comunidades indígenas como son las empresas carboníferas del cerrejón en la guajira que movilizó comunidades enteras de indígenas wayuu; las hidroeléctricas de urrá i y urrá ii , las cuales afectaron el sustento de los indígenas embera en antioquia y córdoba; la extracción de petróleo que ha desposeído de grandes territorios a los indígenas u’wa en santander; y las empresas madereras que han afectado no solamente a los indígenas en el chocó y en la amazonía sino también el ecosistema patrimonio de la humanidad. entonces, el planteamiento que se debe cuestionar y analizar es el mismo concepto de “desarrollo”. ¿qué se entiende por desarrollo? ¿el poseer cosas, tecnología, las tierras de los indígenas? ¿qué entienden las comunidades indígenas por desarrollo si sus lenguas y culturas son las afectadas por éste? ¿qué entienden las comunidades religiosas por desarrollo? ¿qué entienden los gobiernos por desarrollo? ¿qué entienden los profesores bilingües por desarrollo? si algún día hay acuerdo sobre estas cuestiones, si hay un diálogo intercultural, tal vez en ese momento se pueda afirmar con toda propiedad que colombia es un país plurilingüe y multicultural. bilingüismo indígena en colombia. 37 referencias alarcón, d. 2000. diagnóstico sociolingüístico de la pedrera. forma y función, 13, 211-15 alarcón, d. 2000. ¿una torre de babel en el bajo caquetá?. ponencia presentada en el ix congreso de antropología de la universidad del cauca. facultad de ciencias humanas y sociales. departamento de antropología. popayán. appel, r. y muysken, p. 1996. bilingüismo y contacto de lenguas. barcelona: editorial ariel s.a. fishman, j. 1995. sociología del lenguaje. madrid: ediciones cátedra s.a. frieri, s. 2006. el desarrollo curricular fundamentado a través de las prácticas educativas del bajo caquetá en o. garzón (comp.), educación, escuela y territorio en la amazonia,133-57. bogotá:ediciones antropos ltda. garvin, p y lastra, y. 1984. antología de estudios etnolingüísticos y sociolingüística. (2ª ed.) mexico: u.n.a.m garzón, o. 2004. rezar, soplar, cantar. etnografía de una lengua ritual. quito: abya yala. hamers, j y blanc, m. 1989. bilinguality and bilingualism. cambridge: cambridge university press. hymes, d. 1972. acerca de la competencia comunicativa. forma y función 9, 18-27 (traducción de juan gómez, profesor universidad nacional) lastra, y. 1992. sociolingüística para hispanoamericanos. una introducción méxico: el colegio de méxico. montes, j.1995. dialectología general e hispanoamericana. bogotá: imprenta patriótica del instituto caro y cuervo. moreno, f. 1998. principios de sociolingüística y sociología del lenguaje. barcelona: editorial ariel s.a.. ortega, c. 1978. los estudios sobre lenguas indígenas de colombia. notas históricas y bibliográficas. bogotá: imprenta patriótica del instituto caro y cuervo. ortiz, n, gómez, s, ayarza, d. 2006. la formulación colectiva del plan de manejo ambiental del pirá-paraná como estrategia educativa en o. garzón (comp.), educación, escuela y territorio en la amazonia, 133-57. bogotá: ediciones antropos ltda. david alarcón 38 pachón, x. 1997. el nasa yuwe, o la lucha por la supervivencia de una lengua dominada. perez, f. 1997. wayuunaiki: lengua, sociedad y contacto. en x. pachón & f. correa (coordinadores científicos) lenguas amerindias. condiciones sociolingüísticas en colombia, 177-215. bogotá: imprenta patriótica del instituto caro y cuervo. pineda, r. 1997. la política lingüística en colombia. en x. pachón & f. correa (coordinadores científicos) lenguas amerindias. condiciones sociolingüísticas en colombia, 177-215. bogotá: imprenta patriótica del instituto caro y cuervo. romaine, s. 1996. el lenguaje en la sociedad. barcelona: editorial ariel s.a. rotaextxe, k. 1990. sociolingüística. madrid: editorial síntesis, s.a. trillos, m. 1997. la sierra: un mundo plurilingüe. en x. pachón & f. correa (coordinadores científicos) lenguas amerindias. condiciones socio lingüísticas en colombia, 219-67. bogotá: imprenta patriótica del instituto caro y cuervo. david alarcón es profesor de unica, institución universitaria colombo americana. magister en lingüística con énfasis en sociolingüística de lenguas indígenas y criollas. correo electrónico: wdalarcon@hotmail.com bilingüismo indígena en colombia. 217 teaching and learning another language strategically la enseñanza y el aprendizaje estratégico de otro idioma by rigoberto castillo, universidad distrital francisco josé de caldas, 2014, 123 pp., isbn 978-958-8832-71-5 / isbn digital 978-958-8832-72-2 for many years, researchers and writers in the field of second language acquisition have attempted to provide insights on the strategies employed by learners when learning a language. most learning strategies are framed within cognitive and metacognitive views. although these efforts are significant in attempting to understand how languages are learned, many of them seem unclear. in spite of these circumstances, most theories conclude that language learning strategies are vital for l2 learning and teaching. the uses learners make of language learning strategies mark the difference between the l2 and l1 acquisition processes. it has been assumed that language learning strategies help individuals evaluate their learning process when approaching an l2. in this manner, students reflect on their efforts to learn a second language. consequently, the fact that language learning strategies can be taught makes them appealing for language learners and teachers (pavičić takač, 2008). it also provides b oo k r ev ie w gist education and learning research journal. issn 1692-5777. no. 9, (julydecember) 2014. pp. 217-221. technology-based biliteracy centers no. 9 (july december 2014) no. 9 (july december 2014) 218 for both the ground for exploring different alternatives, such as media and other materials available for optimizing learning (castillo, 2014). in different opportunities, and recently at the 2014 mitteldeutschen sprachenkongress in germany, it has been discussed that the variety of languages spoken by immigrants in europe may benefit european societies at several human, social, cultural and economical levels. hence, researchers, teachers and academic institutions are interested in building interest in learning languages. they are also concerned with how teaching can provide better conditions for learners in order to become competent in a foreign language. the most interesting circumstance is, these views are not only present in europe; they are present all around the world when we talk about language competency and communication. propitiously, the book teaching and learning another language strategically is a precious resource for language teachers, teachers of other subjects, pre-service teachers, teacher-educators, in-service teachers and researches. a wide range of readers may approach the book as it suggests several tasks for different learning contexts. the book provides a useful view of the most famous and up-to-date theories on the types of knowledge involved in listening, speaking, reading and writing (castillo, 2014), by providing valuable examples and practice methods. the text also approaches the challenges teachers face today in a world rich in information technology, and attempts to encourage teachers to reflect on their processes as teachers and also as continuous learners, who are able to provide creative learning settings. as the author states, this book was written as the result of the observation that educators should be informed about aspects such as the nature of language, the role of language in learning, and the types of knowledge involved in the different language skills. the text presents a new proposal for which it was nominated for “the macmillan education award for innovative writing” of eltons in the united kindom. the main thesis of this publication is that strategic learning should take place in school curricula since linguistic or topic syllabi presents serious limitations to helping students construct language or construct with language. it argues other difficulties as well, for example, the ability to learn about the functioning of language. the author indicates that strategic learning is linked with the movement of learning to learn (castillo, 2014). it suggests that individuals can be active in their learning process by using strategic knowledge. it also provides recommendations for motivating teachers to make decisions about using language for learning and how a bridge between l1 and l2 can be constructed. teaching and learning strategically weidner no. 9 (july december 2014) no. 9 (july december 2014) 219 the text is divided into six chapters. each chapter presents theory on the topic along with reflections by the author and methods teachers can implement in order to apply strategic teaching. the book is divided according to the four language skills: reading, listening, speaking and writing. this feature allows the reader to focus on theories about strategic learning for each language skill through clear, precise and substantial reviews. in addition, examples based on theory from different experts and methods are proposed. these examples are based on the author’s studies and analysis of different approaches in classroom settings. for this reason, the information is reliable and effective. chapter 1: theories that illuminate strategic learning presents a review of theories which draw on insights as to strategic behaviours in the four language skills. these theories will help teachers decide how to investigate language acquisition and understand what they can do to enrich their practices (castillo, 2014). the author proposes that strategies may act and develop simultaneously and fluently. this view has a significant impact on instructional design since strategies are not isolated, but rather constitute a didactical choice. the author proposes that teachers should encourage learners to be “achievement oriented.” this situation allows students to think about their learning once teachers provide deep approaches in teaching and offer appropriate reward and assessment. examples on how to apply these theories are provided. a key aspect is the use of visuals as a means to activate background information and the retention of concepts in long-term memory. tables and illustrations are useful for readers to obtain a better view of literature in the field. chapter ii: strategic learning and reading competence reviews literature pertinent to the connection between strategic learning and reading. it describes the role of motivational, cognitive and language processes. finally, the author cites bouvet’s monitoring framework for advanced readers (bouvet, 2000). the main feature in this chapter is the discussion of the types of knowledge reading calls for and their suitable strategies. this provides teachers and course designers with a valuable element when approaching reading, as well as real methodologies for teaching reading, along with didactic and procedural suggestions. these suggestions present a holistic, reliable and relevant methodology for teachers to structure reading lessons. most books revised when writing this review provide theories about reading, but few proposals to be implemented. therefore, the text has a great advantage in illustrating how reading takes place and provides feasible suggestions for teachers to approach in their lessons. teaching and learning strategically weidner no. 9 (july december 2014) no. 9 (july december 2014) 220 in chapter iii: strategic learning and listening competence, the author explains the significant relationship between reading and listening, and describes factors which define each. while other authors present the different types of listening as strategies to approach in lesson planning (harmer, 2006), this text shows different competences in order to understand how listening takes place. it is crucial that strategic listening leads to effective communication. this part is useful for educators who wish to explore the obstacles learners need to overcome when conducting real life listening, also within classroom or testing situations. important contributions on how to structure listening are of great value here. examples such us studies made on toefl and other listening tests are also quite useful for course and material designers. these examples illustrate areas where test takers present difficulties. this aspect gives teachers the chance to approach listening material under a critical and analytical approach. in chapter iv: strategic learning and speaking competence, the author explains that in school settings, the topics, tasks, feedback and promotion of communication strategies account for the development of speaking. this chapter revises some theories as a means of proposing how to enhance learners’ speaking skills. this part is useful for teachers who are interested in notions on working towards fluency. chapter v: strategic learning and writing competence presents an original and practical inventory of the types of knowledge called upon in writing and the strategies that go along with them. it gives a view on theory and practice. it also provides examples on how teachers can train learners on the use of graphics and visual representations to organize information and give structure to a text. real examples presented here were tested by the author in his previous studies and compared with theory. this chapter is of great significance since it gives teachers tips on how to structure writing lessons and for learners how to approach texts. graphics and descriptions are useful for busy teachers and for students to have a wider spectrum of strategies they might use. in chapter vi: implications of strategic learning for language education, the key principle highlighted is how schools can integrate strategic knowledge into their syllabi. in this manner, teachers and learners can become active in examining, understanding and judging the world. the author provides useful methods for applying strategic knowledge in classroom settings. the author also encourages readers to start further research on testing the relationship between the types of knowledge included in his proposal and their relationship with age, as well as the impact of strategic knowledge in instruction (castillo, teaching and learning strategically weidner no. 9 (july december 2014) no. 9 (july december 2014) 221 2014). ideas on how to do this are given, but readers are free to use their creativity. as a language teacher, since i started reading the text in the middle of september, i have been following professor castillo’s proposals in my experience of teaching english and spanish to german l1 speakers. for example, the use of venn diagrams to explain the difference between present continuous and simple present has helped students to understand these concepts, which are difficult for many german speakers to cope with. the use of visuals to structure more effective learning and products has also helped quite a bit. more data needs to be gathered, but the first impression is that students are more motivated to learn and instruction is more structured in terms of competences and long-life learning. the great feature is that this book approaches international contexts; for this reason, it is possible to implement the material in any setting in any country. a further reading section is presented along with appendix and references. it provides the chance for readers to be creative, work on their own processes, and be critical thinkers. references castillo, r. (2014). teaching and learning another language strategically. bogotá: universidad distrital francisco josé de caldas. harmer, j. (2006). the practice of english language teaching. 3rd ed. malaysia: pearson education. parrish, b. (2004). teaching adult esl: a practical introduction. new york: mcgraw-hill esl/elt. pavičić takač, v. (2008). vocabulary learning strategies and foreign language acquisition. clevedon, uk: multilingual matters. the text is available at: http://die.udistrital.edu.co/sites/default/files/ doctorado_ud/publicaciones/teaching_and_learning_another_ language_strategically/teaching_and_learning_another_language_ strategically.pdf. aglaya weidner volkshochschule jena and volkshochschule saale-holzland-kreis, germany email: adrpinfo@gmail.com teaching and learning strategically weidner no. 9 (july december 2014) no. 9 (july december 2014) gist1-2007.indd 115 currículo emancipatorio y enseñanza de lenguas extranjeras, ¿ficción o realidad? nancy agray vargas artículo escrito con base en la ponencia presentada en el ii coloquio internacional de lingüística aplicada y sociedad. universidad de la habana , cuba. diciembre 2001. abstract this article analyzes the pertinence viability and implications of a curriculum proposal based on the emancipatory curriculum focus for the general context of foreign language teaching, particularly at the pontificia universidad javeriana. it deals with a reflection motivated by the author’s participation in a research project carried out in the language department of this university, called “the general curriculum proposal for foreign language teaching.” resumen en este escrito se analiza la pertinencia, viabilidad e implicaciones de una propuesta curricular basada en el enfoque curricular emancipatorio para el contexto general de la enseñanza de lenguas extranjeras, en particular en la pontificia universidad javeriana. se trata de una reflexión motivada por la participación de quien escribe, en un proyecto de investigación acción realizado en el departamento de lenguas de la p. u. j., denominado “propuesta curricular general para la enseñanza de lenguas extranjeras”. 116 key words: emancipatory curriculum, foreign language teaching, foreign language learning curriculum design, curricular approaches. palabras clave: currículo emancipatorio, enseñanza de lenguas extrajeras, aprendizaje de lenguas extranjeras, diseño curricular, enfoques curriculares este texto esta organizado en cinco apartados cortos, en el primero se presenta de manera sucinta el enfoque curricular emancipatorio, en el segundo, lo relacionado con las lenguas extranjeras, en el tercero se establece la relación enfoques curriculares y enseñanza de lenguas extranjeras, en el cuarto se presentan las implicaciones de esta relación y en el quinto, se presenta una conclusión general. para el análisis se toma como punto de partida una de las deficiencias detectadas en el campo disciplinar de la enseñanza de lenguas: la escasa comprensión y utilización del concepto “enfoque curricular”, entendido como aquél que explicita el fundamento filosófico que caracteriza y sustenta un currículo. deficiencia por la cual se ha generalizado la utilización del término “enfoque” como sinónimo de método o técnica para la enseñanza de lengua extranjera y se ha considerado suficiente con definir únicamente los conceptos de lengua, de enseñanza y de aprendizaje para abordar el complejo campo de la enseñanza y el aprendizaje de las lenguas extranjeras. currículo emancipatorio el concepto de currículo emancipatorio se enmarca en el planteamiento de la autora shirley grundy (1994) en su libro “curriculum: product or praxis?” quien define el currículo como una construcción cultural y como una manera particular de organizar las prácticas educativas. lo anterior implica aceptar la concepción de que las creencias y experiencias de las personas involucradas, así como su manera de interactuar, determinan la forma y el tipo de sus prácticas educativas, es decir, el currículo. en esta medida, dice shirley grundy, cabe preguntarse por el tipo de creencias acerca de la gente y del mundo que deberían guiar la construcción de un determinado tipo de prácticas educativas, pregunta ante la cual responde proponiendo tres tipos de enfoques curriculares por los cuales pueden estar orientados los currículos: el enfoque curricular técnico, el práctico y el emancipatorio. grundy currículo emancipatorio y enseñanza de lenguas extranjeras, ¿ficción o realidad? 117 propone estos enfoques curriculares con base en los tres tipos de intereses cognitivos propuestos por habermas: el interés técnico, el práctico y el emancipatorio. el enfoque que nos interesa aquí es el emancipatorio el cual, como ya se mencionó, está ligado al interés emancipatorio en la propuesta de habermas. este interés tiene en cuenta dos conceptos fundamentales como determinantes para la búsqueda de independencia de todo lo exterior al individuo: la autonomía y la responsabilidad, posibles sólo por la autorreflexión. el hecho de que se hable de la independencia del individuo de todo lo exterior a él, no significa, sin embargo, que se trate sólo de un problema individual pues, por la naturaleza interactiva de la sociedad, la libertad individual no puede separarse de la libertad de los demás. en la caracterización de este enfoque, además de identificarse los conceptos de autonomía y responsabilidad, se conciben de manera particular los elementos relacionados con el currículo y con la construcción curricular. estos elementos se han organizado en el proyecto de investigación “propuesta curricular general para la enseñanza de lenguas extranjeras” en 14 categorías de análisis1 a saber: meta esencial de formación humana, proceso de formación, visión general del currículo, proceso curricular, gestión del currículo, papel del lenguaje, función del currículo frente a la cultura, interacción educando-educador, experiencias educativas, contenidos, métodos y técnicas, evaluación, función de las teorías y términos claves. veamos a continuación cada una de estas categorías. la meta esencial de formación humana o el concepto de hombre que en el enfoque curricular emancipatorio se pretende formar, es el de personas que perciben y actúan en el mundo a partir de una transformación de conciencia sobre la propia existencia y que se involucran en el encuentro educativo. en el proceso de formación, se da prioridad a la promoción de una conciencia crítica, para lo cual es básico el discernimiento entre lo nancy agray vargas 1 para establecer la manera como en el enfoque se entienden los elementos se ha tenido en cuenta: -el concepto de “interés emancipatorio”; los criterios propuestos por flórez en posner (1998) “criterios de elegibilidad de una teoría verdaderamente pedagógica”; y otras categorías identificadas principalmente en grundy y en ewert (1991). 118 natural (inmodificable) y lo cultural (modificable) y convirtiéndose la praxis en la forma de expresión de esta conciencia crítica. en este proceso, la experiencia de aprendizaje involucra tanto la experiencia del aprendiz como la del maestro y los dos la reconocen como problemática a través del diálogo y la negociación. se entiende, entonces, el aprendizaje como un acto social y la enseñanza como un proceso de aprendizaje. por otra parte, en el enfoque curricular emancipatorio, el currículo se entiende como praxis, es decir como la interacción constante y recíproca entre acción y reflexión colectiva que lo configura como una construcción social de sentido en el mundo social y cultural. así, la construcción del currículo, o proceso curricular es un proceso activo en el que la planeación, la acción y la evaluación están recíprocamente relacionadas e integradas en el mismo y en el que todos los actores curriculares toman parte y se dividen el trabajo equitativamente; es decir, el currículo deja de ser un conjunto de planes diseñados por unos para ser implementados y evaluados por otros. de igual manera, en la gestión del currículo, se interpreta y evalúa la naturaleza de los deseos y necesidades de uno mismo y de los otros, adoptándose una actitud reflexiva hacia los estándares de valor y determinando críticamente la adecuación de los existentes. la gestión del currículo exige capacidad para liberarse de las restricciones impuestas por las creencias y dogmatismos personales y una actuación racional autodeterminada y reflexiva frente al contexto y las tradiciones culturales, que permita evaluar y criticar las percepciones que se tienen de la realidad, propiciando la emancipación a partir de un proceso de reflexión y acción. dado que la emancipación se alcanza a partir de un proceso de reflexión y de acción, el lenguaje y la cultura juegan un papel determinante en ella; el primero, porque es el medio para la transformación de la conciencia sobre la propia existencia y para el involucramiento de los participantes en el encuentro educativo; la segunda, porque deja de ser sólo un conjunto de ideas predominantes de un grupo social específico e impuestas en el proceso educativo para convertirse en objeto de análisis crítico que transforma, tanto a la construcción curricular como al acto pedagógico, en construcciones culturales. en el acto pedagógico, se concibe la interacción educando-educador currículo emancipatorio y enseñanza de lenguas extranjeras, ¿ficción o realidad? 119 como el principio de la relación pedagógica y se parte de que educando y educador enseñan y aprenden a través del diálogo. dadas las existentes relaciones de poder entre estudiantes y profesores, para el enfoque es importante que se proteja la posibilidad de un aprendizaje auténtico y por ello, las experiencias educativas son, en esencia, un asunto de negociación y construcción de consensos entre profesor y estudiantes alrededor de distintos aspectos como son los objetivos de aprendizaje, las acciones, la función de las acciones (para emancipar a través del proceso de aprendizaje o para otra cosa), etc. por lo anterior, los contenidos los métodos y las técnicas tienen como función principal la de motivar el ejercicio del pensamiento crítico y se constituyen en objeto de negociación entre profesor y estudiantes, sin separarse del evento educativo. esta manera de concebirlos da una mayor amplitud de escogencia de los mismos para el aprendizaje del estudiante, dentro de ciertos criterios de selección. igual ocurre con la evaluación cuya principal función es la de ayudar a la construcción del juicio crítico y que, como parte del proyecto de construcción de significado del grupo, no se puede separar del evento educativo. el control para emitir juicios sobre la calidad y significado del trabajo recae en los participantes (profesor y estudiantes) en la situación de aprendizaje, siguiendo algunos criterios claros para emitirlos, tales como la comprensibilidad de los enunciados dentro del grupo, la veracidad de los componentes proposicionales del discurso del grupo, la autenticidad de los hablantes, y la exactitud y adecuación de las acciones en las cuales el grupo está inmerso. los procesos de evaluación, y particularmente los de autorreflexión permiten a los grupos emitir juicios sobre su organización como un indicador de orientación (enlightment) y de emancipación. por su parte, la función de las teorías es la de ser punto de partida para la definición de los conceptos acerca de las personas y de la sociedad que explican cómo la coerción y la distorsión operan para inhibir la libertad. y, por último, los términos claves de este enfoque son los de crítica, emancipación, responsabilidad, autonomía, diálogo, negociación y praxis. nancy agray vargas 120 enseñanza de lenguas extranjeras la enseñanza de lenguas extranjeras ha pasado por diferentes etapas que se pueden caracterizar por alguna de las siguientes tendencias: disociación entre teoría y práctica. prioridad a la práctica frente a la teoría. simplificación de casi todo lo relacionado con el aprendizaje de l2 al componente lingüístico (gramatical). creencia en que existe un método rápido, fácil y eficaz para aprender una lengua extranjera. la aceptación y práctica de estas tendencias ha conducido a que la enseñanza de lenguas extranjeras se haya centrado en el hacer (el cómo), es decir en el método, dejándose de lado el por qué y el para qué de la enseñanza. esta aceptación a-crítica del método como elemento central de la enseñanza ha hecho olvidar, inclusive, la necesidad de definir el término, que por sí mismo es ambiguo y vago pues existen múltiples definiciones que van desde las que lo entienden como los contenidos o las actividades de un curso, hasta las que lo definen como “la complejidad de la actuación docente” (sanchez, 1997). además de la situación problemática en relación con el método está la relacionada con los modelos curriculares para la enseñanza de lenguas extranjeras. se ha olvidado la necesidad de proponer explícitamente la concepción filosófica que sustenta la construcción de los modelos curriculares y dentro de ellos, la adopción de métodos y prácticas pedagógicas. sin fundamento filosófico la enseñanza se queda en practicismo, sin modelos y métodos la concepción filosófica se queda en especulación. como respuesta a estas problemáticas en el proyecto de investigación mencionado, proponemos partir de una concepción filosófica, las teorías críticas, y de un enfoque curricular particular, el enfoque emancipatorio, para la construcción curricular en enseñanza de lenguas extranjeras, y luego sí adoptar un método de enseñanza acorde con ellos. esta estructura de principios, conceptos y método puede permitir, por una parte, realizar la actividad pedagógica diaria con una visión más clara de lo que significa enseñar una lengua extranjera, y por otra, rescatar la dimensión cultural de la práctica pedagógica que va más allá del desarrollo de destrezas en el manejo de estructuras lingüísticas, que es lo que, desafortunadamente, se sigue haciendo en muchos contextos. currículo emancipatorio y enseñanza de lenguas extranjeras, ¿ficción o realidad? 121 enfoques curriculares y enseñanza de lenguas extranjeras en la revisión realizada dentro del proyecto, así como no se ha encontrado explícitamente la base filosófica que sustenta los diferentes métodos, tampoco se ha encontrado una relación directa entre enfoques curriculares y métodos de enseñanza de lenguas extranjeras. las razones parecen ser las mencionadas en el apartado anterior con una adicional: la creencia de que los métodos de enseñanza de lenguas son autosuficientes, es decir, que no es necesario tener un enfoque curricular como guía de la praxis pedagógica en enseñanza de lenguas extranjeras. romper con esta creencia requiere, por una parte, aceptar la necesidad de contar con un enfoque curricular que “guíe” los procesos de enseñanza y aprendizaje de lenguas extranjeras y por otra, revisar los enfoques curriculares existentes para adaptar aquél que esté en concordancia con el proyecto educativo institucional, con la meta de formación propuesta y con el compromiso social de formar profesionales idóneos para la enseñanza de lenguas extranjeras. es por ese camino que hemos llegado a la propuesta del enfoque curricular emancipatorio para la enseñanza de lenguas extranjeras en la universidad javeriana, que puede ser una realidad si se tiene en cuenta que ya existen métodos propuestos recientemente, con posibilidad de adecuación y adaptación a los principios de este enfoque. estos métodos son: método o enseñanza mediante tareas, método por proyectos y método integral, propuestos dentro del enfoque comunicativo, llamado enfoque pero entendido en realidad más como un método. algunas de las características de estos métodos que los hace compatibles con el enfoque emancipatorio son: tanto profesor como estudiantes son agentes activos del acto pedagógico, dentro de un clima de respeto, participación y responsabilidad mutua. se privilegia la comunicación como fin último (más habilidad oral, intercambio, negociación y transmisión de significado). la gestión de la clase es coparticipativa. los objetivos, contenidos y materiales son determinados de manera participativa según las necesidades de los estudiantes. la evaluación hace parte integrante de todo el proceso de aprendizaje. la lengua que se aprende le debe permitir al aprendiz incluso integrarse a una comunidad lingüística distinta de la propia. nancy agray vargas 122 sin embargo, a pesar de que dichos métodos poseen algunas características que los hacen compatibles con el enfoque curricular emancipatorio, es necesario adecuarlos y adaptarlos para lograr los objetivos centrales del enfoque como son: la promoción de la conciencia y el juicio critico, la transformación de la conciencia por medio del lenguaje; el aprendizaje como construcción cultural; la emancipación como proceso de reflexión y acción; la negociación del significado no sólo en lo lingüístico; la coparticipación de todos los actores curriculares en los diferentes aspectos de construcción, implementación y evaluación del currículo; la evaluación como aspecto integral del proceso, asumida de manera responsable y autónoma por todos los participantes en el acto educativo; y la conciencia crítica sobre la responsabilidad que cada actor tiene en el acto pedagógico (responsabilidad y autonomía), es decir, emancipación. por ello, la pregunta inicial se mantiene, ¿es la relación mencionada un asunto de ficción o de realidad? afirmar que la relación currículo emancipatorio y enseñanza de lenguas extranjeras es actualmente un asunto de ficción sería negar los desarrollos teóricos de la pedagogía crítica y los de la lingüística aplicada desde una perspectiva crítica que toman su base filosófica en una teoría crítica de la sociedad. sin embargo, afirmar lo contrario, es decir, que dicha relación es una realidad porque existe una teoría pedagógica y una base filosófica crítica sería caer nuevamente en la disociación teoríapráctica, disociación que como lo hemos afirmado, ha generado una visión reduccionista de la enseñanza de lenguas extranjeras. entonces, una posible solución al dilema es poner a prueba los principios del enfoque en la práctica de las dinámicas culturales de comunidades específicas. esta actividad es la que se ha intentado realizar al interior del proyecto en la universidad javeriana, involucrando diferentes actores curriculares: los coordinadores de programas de lenguas, los profesores de planta del departamento de lenguas y los profesores de cátedra de inglés. a partir de la experiencia con estos grupos parecería posible, aunque complejo y a largo plazo, lograr la transformación de la propia conciencia por la reflexión, la autonomía, la responsabilidad y el involucramiento y por tanto, tratar de hacer realidad lo que teóricamente hemos tratado de sustentar, es decir, que a partir del enfoque curricular emancipatorio se puede adaptar un método de enseñanza de lenguas extranjeras que promueva, desde y en el aula de clase, la emancipación y la conciencia crítica del profesor y del educando. currículo emancipatorio y enseñanza de lenguas extranjeras, ¿ficción o realidad? 123 igualmente, esta experiencia nos ha permitido ser más conscientes acerca de las implicaciones que supone para todos los actores curriculares, adoptar este enfoque curricular. estas implicaciones se convierten en requisito indispensable no sólo para que la relación enfoque curricular emancipatorio y enseñanza de lenguas se promueva y se logre, sino también para que haya coherencia entre el pensar, el decir y el hacer. a continuación se presentan algunas de ellas. implicaciones comprender de manera profunda el enfoque curricular emancipatorio e involucrarse con él. en los procesos investigativos realizados sobre este tema, se ha podido validar la relación directa entre comprensión e involucramiento y la importancia de la presencia de ambos para concretar en la práctica los principios que le subyacen. asumir la enseñanza de lenguas extranjeras como praxis, es decir como interacción permanente entre acción, reflexión y acción cualificada. replantear permanente el por qué, el para qué y el cómo de la actuación en el aula. contemplar las categorías de análisis establecidas anteriormente para el enfoque curricular emancipatorio al tomar la decisión sobre el método que se adoptará y adaptará con el fin de mantener la coherencia entre enfoque y método. tener en cuenta que para el enfoque curricular emancipatorio los métodos de enseñanza deben promover el desarrollo del pensamiento crítico, ser producto de la negociación entre los participantes, y promover la solución de problemas, el diálogo, la comunicación y la negociación. evaluar siempre los métodos que se quieran adoptar y adecuarlos y adaptarlos al enfoque curricular emancipatorio. conclusión como respuesta a la pregunta que sirve de título a este escrito, podemos afirmar que un currículo emancipatorio puede ser una realidad en un proceso de construcción colectiva mediado por la negociación, la comprensión real de las bases filosófica y teóricas y el involucramiento total y permanente de los participantes. nancy agray vargas 124 aunque es mucho el camino ya recorrido, el reto se mantiene: hacer de la enseñanza de lenguas extranjeras un todo coherente en el que teoría y práctica, acción y reflexión, trabajo individual y colectivo nos permita ayudar a formar y a formarnos como unos mejores seres humanos para una sociedad mejor. referencias ewert, g. 1991. habermas and education: a comprehensive overwiew of the influence of habermas in education literature. en: review of educational research. vol. 61 no.3. grundy, s.1987. curriculum: product or praxis? london: the farmer press. posner, g. 1998. análisis de currículo. bogotá: mcgraw-hill international. sánchez, a. 1997. los métodos en la enseñanza de idiomas. evolución histórica y análisis didáctico. madrid sgel educación. nancy agray vargas es licenciada en filología e idiomas (español-inglés) de la universidad nacional de colombia, sede bogotá; magíster en enseñanza del español como lengua extranjera de la universidad antonio de nebrija en madrid, españa. actualmente directora de la licenciatura en lenguas modernas de la pontificia universidad javeriana. correo electrónico: nagray@javeriana.edu.co currículo emancipatorio y enseñanza de lenguas extranjeras, ¿ficción o realidad? gist1-2007.indd 138 literary creation and the supernatural in english romanticism maría del pilar bravo abstract english romanticism was an artistic and spiritual movement that took place in the 19th century. it attempted to depict emotional matter in an imaginative form, and imagination was believed to be superior to reason. the romantics cultivated love and worship of nature, along with its simplicity and richness. among other concurrent elements of english romanticism are the exploration of the supernatural and the “wise innocence” of childhood; dreaming as a field to exploit imagination; and apocalyptic and gothic depictions of reality. all these elements enriched the creative power of the romantic writers. resumen el romanticismo inglés fue un movimiento artístico y espiritual que tomó lugar en el siglo ixx. en él, se intentaba representar las emociones de una manera imaginativa y la imaginación se concebía superior a la razón. los románticos cultivaban el amor y la devoción por la naturaleza y su simplicidad y riqueza. entre otros elementos recurrentes del romanticismo inglés se encuentran la exploración de lo sobrenatural y la “sabia inocencia” de la infancia, el soñar como un espacio para explotar la imaginación y las representaciones apocalípticas y góticas de la realidad. todos esos elementos enriquecieron el poder creativo de los escritores románticos. palabras claves: romanticismo, imaginación, creación, naturaleza, razón, sobrenatural, infancia, soñar, gótico. key words: romanticism, imagination, creation, nature, reason, supernatural, childhood, dreaming, gothic. 139 the birth of the 19th century was also the beginning of a renewing force for literature: romanticism. in england as in the rest of europe, this spiritual and artistic movement strongly rejected rationalism as a constraint for imagination, creativity and artistic autonomy. classicism was also seen as a threat to freedom of creation, which provoked a whole new conception of man. we no longer could see ourselves as the measure of everything around us, but as just one more component of that great source of life and creativity: nature. english romanticism was peculiarly characterized by its conception of creation as an artist’s natural gift or faculty. this implied that each painter, writer, sculptor, etc. was able to construct his own world by means of his own imagination. no work was better or worse than that of others, because it was the creation of god, with his own intentions and feelings: “the great achievement of english romanticism was its grasp of the principle of creative autonomy, its declaration of artistic independence” (engell & jackson, 1983, 148) . thus, literary creation was for the romantics, the artist’s production after having reconstructed or given a new interpretation to the world around him. it was the offspring of imagination applied to the writer’s impressions from real life. in some cases, such as in wordsworth’s, this literary creation is the result of depicting reality in such a way that exhorts us to open our eyes to the beauty of life. in a way, he makes as feel like we spend our existence being unable to appreciate it on our own. he was recognized as a romantic for his allusions to childhood, nature, the self and faith as opposed to reason, more than for his exploitation of the supernatural: “mr. wordsworth, was to (…) give the charm of novelty to things of every day, and to excite a feeling, analogous to that of the supernatural, by awakening the mind’s attention to the lethargy of custom and directing it to the loveliness and the wonders of the world before us”1 . in other cases such as in coleridge’s, blake’s and shelley’s, literary creation was the product of transforming reality into something beyond reason, but not beyond the imaginable: the supernatural. it was for most romantics an attack on the pre-established limits of reason. it was also the possibility of creating fantastic characters, situations, places and objects to give the human mind relief from the saturation of moral and social patterns and taboos. these aspects 1 colleridge, samuel taylor. biographia literaria. chapter xiv. page 527 maría del pilar bravo 140 literary creation and the supernatural in english romanticism would not have allowed shelley, for example, to imagine a scientist who broke the laws of nature in order to create a human being in a laboratory – if she had not been a romantic in essence. although the supernatural is not present in all the romantics’ creations, it was an important strategy for romanticism to achieve its purposes. with the supernatural, the romantics took for granted the readers’ “faith” or disposition to believe in the situations they proposed. through their literature, they offered the reader the possibility to experience new worlds, which they could hardly see in real life. now, let’s consider some aspects of the supernatural in the english romantics’ works. in shelley’s frankenstein, she dreamed of a scientist creating a human being by injecting life into a body of desired characteristics. this creature became the symbolization of the absurdity of human reason; the symbolization of the extreme desire of dr. frankenstein to produce a perfect man. shelley added to her story the ingredient of horror with which she has impressed her readership throughout history since her novel first appeared. in coleridge’s rime of the ancient mariner, he also added horror to the story of a heartless mariner who kills a “harmless” bird: an albatross. then, it becomes an evil spirit and claims revenge on its murderer, who must go through every kind of calamity to get rid of the curse for having committed such a sin. some other features that show us the presence of the supernatural in this poem are the personification of death and life-in-death in an evil couple, and the appearance of angels. in these two stories – frankenstein and the ancient mariner-, we can see a common aspect: the coming back to life after death that shows us, once more, the writers’ power to create and destroy and to rebel against gods as prometheus did. in the case of byron, the supernatural is present in his dream of “darkness” and keats, in la belle dame sans merci, tells us about a supernatural woman with whom a knight falls deeply in love. she is the idealization of a man’s love, the product of that man’s imagination, so believable so as to destroy his life. the supernatural was not the only distinctive aspect of english romanticism. there were other important aspects that must be mentioned in order to understand the whole picture of this movement. childhood, for example, is a recurrent topic for writers such as wordsworth and blake. these two romantics also refer to childhood 141 as the age of wisdom and innocence, from which every adult should learn: “the child is father of the man” (wordsworth, 1888). it is, for them, the ideal stage of human life. childhood is sometimes referred to with nostalgia, as in wordsworth’s intimations of immortality: “there was a time when meadow, grove and stream,/ to me seem/ apparelled in celestial light,/ the glory and the freshness of a dream./ it is not now as it hath been of yore…”(wordsworth). for blake, on the other hand, the innocence of childhood, as opposed to the experience of man, is the source of imagination that loses its intensity with physical growth. nature is also a compelling topic of recurrence in romanticism. in almost every work of the romantics, nature is present. it is for them the muse of their creations: “nature is thought of, not so much as a structure or system presented objectively to man, but rather as a total creative process in which man, the creation of man, and the creation of man’s art, are all involved” (frye, 1963). nature is the source and end of life. in blake, we find the tree of life and the poison tree. in coleridge and shelley we find the sea as the setting where the life of many mariners and the life of a monster, a product of human consciousness, end. nature is also the scenery of these romantics’ dreams. in coleridge’s kubla khan, the dream was about a “savage place as holy and enchanted as ever beneath a waning moon was haunted”. in this poem coleridge remarks on the elements of nature with unparalleled exoticism, depicting the environment where he sets his visions of a legendary character: kubla. in blake’s a dream a sad tone is present for an “emmet lost its way”. in this case, the emmet represents a soul befuddled by some calamity in life, and tired of looking for its direction. in byron’s darkness, the dream is apocalyptic, where lights are extinguished as nature and life are, by starvation. dreams were also a romantic strategy to introduce the reader to a world of possibilities, parallel to reality. the gothic feature is also present in many of the romantics’ creations. sometimes it also involves supernatural phenomena, mystery and horror. for example, we have the darkness of the apocalyptic dream of byron, or that of the many scenes in which the stories of frankenstein maría del pilar bravo 142 and the ancient mariner are told, as well as the gloomy places of the same frankenstein’s story. the apocalyptic vision of some romantics was the aspect that impresses the readership the most. in byron’s darkness, for instance, there is a detailed description of the way a man saw the end of life on earth. in his dream – his imagination this apocalypse was the end of man’s passions, which are represented by light and its heat: “…the icy earth swung blind and blackening in the moonless air…and men forgot their passions in the dread…” it was a moment of hopeless turmoil, where people and animals struggled to avoid starvation, until finally, darkness and desolation invaded the universe. this poem seems to be the product of a sudden moment of melancholy, since it is full of gloomy and macabre descriptions. in mary shelley’s frankenstein, in the last scenes of the novel, the monster expresses, with an apocalyptic tone, his resolution to kill himself as the last resort – after having killed his creator and all his familyin order to exterminate his wretchedness and remorse: “…the bitter sting of remorse will not cease to rankle in my wounds until death shall close them forever…i shall ascend my funeral pile triumphantly and exult in the agony of the torturing flames.” here, the apocalyptic tone has a purpose: to end a chain of hatred and misery. for blake, the apocalypse also has a purpose. for him, it is the need to die from ignorance and to be reborn to be able to create, to imagine. in his marriage of heaven and hell, he shows us the knowledge of hell as an enriching one. on the contrary, religion is for him an attempt to destroy existence, since it endeavours to reconcile the devourer and the prolific, whose eternal and mutual hatred is necessary, in order to keep balance on earth. in order to convey his apocalyptic vision, blake uses divine and horrific beings as the bible does. for example the book of the apocalypse: “an angel came to me and said…”. “the cherub with his flawing sword”, “dragon-man”, “eagle-like man”, “giants”, etc. in plate 14, blake says: “the ancient tradition that the world will be consumed in fire at the end of six thousand years, is true as i have heard from hell”, but, as i said before, this apocalypse is for him necessary in order to be reborn with a new capacity to imagine and see things as infinite as they are: “if the doors of perception” – senses -“were cleansed, everything would appear to man as it is, infinite”. literary creation and the supernatural in english romanticism 143 in conclusion, the essence of romanticism, and the principle that allowed the romantics to create a new conception of the world around them, was their belief in the power of creativity and imagination. imagination gave the romantics the possibility to dream of situations that surpassed reality; situations that poked fun at reason, by playing with the supernatural. the supernatural, together with elements such as the emphasis on the simplicity and richness of nature, the innocence and wisdom of children and country people, the continuous desire to explore and exploit the enigma of death and existence, among other trends, made romanticism one of the most far-reaching literary movements in england. references frye, northrop. 1963. blake after two centuries, in fables of identity. (1st ed.). new york: harcourt, brace & world. engell, j. & jackson, w. 1983. biographia literaria. princeton, new jersey: princeton university press. wordsworth, w. 1888. the complete poetical works. london: macmillan and co. maría del pilar bravo holds a degree in philology and languages from national university of colombia and is candidate for a master’s degree in education in the externado university. she is an english language teacher at the centro colombo americano, bogotá. e-mail: piliexpress@yahoo.com maría del pilar bravo gist1-2007.indd editorial cuando hace ya más de tres años la institución universitaria colombo americana unica – inició labores, tenía como propósitos rectores el de contribuir al mejoramiento cualitativo de la educación en colombia, y el de apoyar el bilingüismo como un mecanismo de fortalecimiento de la competitividad de nuestro país y su integración al mundo académico, al mundo cultural, al mundo tecnológico, al mundo global en el que afortunadamente vivimos hoy. ambos propósitos se han ido cumpliendo juiciosamente desde nuestras aulas. pero es claro que unas metas tan ambiciosos se logran de manera muy limitada si no se accede a otros escenarios, y no se busca llegar a más maestros e investigadores, a más escuelas y universidades, a más comunidades de aprendizaje y a más ciudades. por ello hoy presentamos orgullosamente a gist, publicación orientada a la investigación y la pedagogía en y para el bilingüismo. el término gist hace referencia “a lo fundamental, a lo esencial” y eso es lo que esperamos que represente nuestro aporte a la comunidad educativa desde esta revista. gist pretende ser el órgano a través del cual la comunidad académica exprese aquello qué es pertinente, relevante y qué hay que decir sobre innovación pedagógica, sobre formación de maestros, sobre bilingüismo y multiculturalismo. queremos ser un medio de diseminación del conocimiento que están generando los investigadores en nuestras universidades, ya sean lingüistas, educadores, sociólogos, antropólogos. incluso deseamos generar un espacio para que los futuros licenciados incursionen en forma rigurosa en el terreno del debate académico y presenten a la comunidad sus necesidades, sus hallazgos, sus contribuciones como sujetos del aprendizaje y como futuros líderes de procesos educativos. nuestra publicación es por definición, por esencia, bilingüe. y ello significa mucho más que el hecho de estar escrita en inglés y en español. en realidad quiere invocar un espíritu plural que genera 5 6 inteligencia entre dos culturas y permite que desde el sector educativo construyamos comunidad global, entendimiento entre pueblos, conocimiento innovador, ruptura de paradigmas, construcción de nuevas propuestas pedagógicas y debate intelectual. invitamos a aquellos que creen en la investigación como camino para la generación de nuevo saber, a aquellos que entienden el bilingüismo como una manera de trascender fronteras y a la educación como una oportunidad para buscar equidad y desarrollo social, a que encuentren en estas páginas un espacio para compartir sus ideas y para contribuir a la misión de hacer del futuro un lugar sin límites, fascinante, prometedor. maría lucía casas, m. ed rectora única institución universitaria colombo americana gistseptiembre2011final2.indd 25 explicit and differentiated phonics instruction as a tool to improve literacy skills for children learning english as a foreign language1 angélica maría martínez martínez2* gimnasio campestre, colombia abstract explicit systematic phonics instruction is more effective for native englishspeaking children learning to read and write than non explicit phonics instruction (national institute of child health and human development, 2000). this study goes beyond native speakers, and explores the effects that systematic and explicit phonics instruction has on young students learning english as a foreign language (efl). moreover, phonics instruction for efl students was differentiated: the instructional time, instructional sequence and phonics vocabulary were adapted to meet efl students’ needs. the findings show that, not only does explicit and differentiated phonics instruction have a positive effect for efl learners in reading comprehension, but also that the differentiation of it has a considerable impact on efl students literacy skills in general. keywords: explicit phonics instruction, english as a foreign language (efl), bilingualism, differentiation, verb instruction resumen la instrucción, explicita y sistemática de la fonética a niños de habla inglesa, que están aprendiendo a leer y escribir, es más efectiva que la no enseñanza explicita de la misma (instituto nacional de salud infantil y desarrollo humano de estados unidos 2000). este estudio va más allá del estudio de hablantes nativos y explora los efectos que la instrucción, explicita y sistemática de la fonética inglesa tiene en niños 1 received: may 10th, 2011 / accepted: august 29th, 2011 2 email: angelicamartinez@gmail.com translation priming effect gist education and learning research journal. issn 1692-5777. no. 5, november 2011. pp. 25-49 no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 26 aprendiendo inglés como lengua extranjera (efl). además, la instrucción explicita de la fonética de la lengua inglesa se hizo de manera diferenciada, es decir: el tiempo de instrucción, la secuencia de los temas y el vocabulario fueron adaptados según las necesidades de los estudiantes de lengua extranjera. los resultados muestran que la instrucción, explicita y sistemática de la fonética no sólo causa un efecto positivo en la comprensión lectora de los estudiantes, sino que su diferenciación tiene un impacto considerable en sus habilidades lecto-escritas. palabras claves: bilingüismo, inglés como segunda lengua (esl), inglés como lengua extranjera (efl), fonética inglésa, diferenciación resumo a instrução, explícita e sistemática da fonética a crianças de fala inglesa, que estão aprendendo a ler e escrever, á mais efetiva que o não ensino explícito da mesma (instituto nacional de saúde infantil e desenvolvimento humano dos estados unidos 2000). este estudo vai mais além do estudo de falantes nativos e explora os efeitos que a instrução, explícita e sistemática da fonética inglesa tem em crianças aprendendo inglês como língua estrangeira (efl). além do mais, a instrução explicita da fonética da língua inglesa se fez de maneira diferenciada, melhor dito: o tempo de instrução, a sequência dos temas e o vocabulário foram adaptados segundo as necessidades dos estudantes de língua estrangeira. os resultados mostram que a instrução, explícita e sistemática da fonética não só causa um efeito positivo na compreensão leitora dos estudantes, senão que sua diferenciação tem um impacto considerável nas suas habilidades leito-escritas. palavras chaves: bilinguismo, inglês como segunda língua (esl), inglês como língua estrangeira (efl), fonética inglesa, diferenciação for children who already have reading and writing skills in their mother tongue, transferring these skills when learning to read and write in a new language would be the natural thing to do (cisero, 1995); however non native english-speakers learning to read and write in english can find that their reading and writing skills acquired in their mother tongue may not be entirely suitable to learn to read and write this new language due to the differences of orthography among languages (caravolas, 2004; fashola, drum, mayer & kang, 1996). this is the case of native spanish-speakers who already have literacy skills, wanting to learn english as a foreign language (efl) (koda, 2007). spanish has a shallow orthography which means it has strong grapheme-phoneme correspondence (the relationship between the letters explicit and differentiated phonetics instruction martínez martínez no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 27 and the sound they produce) and therefore it is a language easy to read and write (koda, 2007). by contrast english has a deep orthography which means that the relationship between graphemes and phonemes is not a one-to correspondence. therefore in english it is not evident how the written words correspond to the spoken language or vice versa (jones, 1996) and this makes it more challenging to learn to read and write in english (sun-alperin, 2008). this is where phonics instruction can help efl students learn how to read and write in english. the benefits of explicit phonics instruction have been studied and analyzed in native english speaking children (l1), and there is enough evidence to say that this instruction helps l1 students improve their reading comprehension, spelling, and overall literacy skills (national institute of child health and human development, 2000). the aim of this study is to go beyond native english-speaking children, and know if explicit phonics instruction has positive effects on some literacy skills of efl children. the following skills were the ones that were analyzed: reading comprehension, spelling, and proper use of verbs in written statements. the objective was to determine the effectiveness that explicit phonics instruction had on these skills in efl first grade students, in a bilingual school in bogota, colombia. the purpose of tracking each of these skills is to note if explicit phonics instruction had any effect on each one of them, based on students’ results throughout a school year. this study aimed to address the following questions: does phonics instruction improve efl students’ reading comprehension?, does phonics instruction improve efl students’ spelling skills? and does adapting phonics vocabulary from nouns based to emphasize it mainly on verbs improve students’ written statements? theoretical framework the deep orthography of english makes it more challenging to learn to read and write in english than it is to learn to read and write in spanish (sun-alperin, 2008). this is why efl learners, who already have literacy skills in their native language and are accustomed to read words in a specific, determined way, make mistakes in pronunciation and/or spelling when learning to read and write in english (sun-alperin, 2008). therefore, it is important to make the learning of english as a foreign language simple and systematic; specially in the early stages of its learning; which is where phonics can play a key role (armbruster, lehr, & osborn, 2000). explicit and differentiated phonetics instruction martínez martínez no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 28 phonics why is phonics instruction important? phonics instruction teaches students to understand and learn the relationship between the letters (graphemes) of written language and the individual sounds (phonemes) of spoken language. it also teaches children how to use these relationships to read and write words accurately (armbruster, lehr, & osborn, 2000). the main goal of phonics instruction is for students to learn and use the alphabetic principle –the understanding that there are systematic and predictable relationships between written letters and spoken sounds (armbruster, lehr, & osborn, 2000). this principle helps greatly on children’s ability to read words, both in isolation and in reading passages. the national reading panel (nrp) issued a report, in the year 2000, where it states the benefits of phonics instruction and why it should be explicit and systematic (national institute of child health and human development, 2000). explicit phonics instruction happens when students receive a direct and explicit teaching of the relationship between graphemes and phonemes. systematic means that the instruction should follow a clear and defined sequence; and such sequence should move from simple to more complex (armbruster, lehr, & osborn, 2000). the following are the scientific research conclusions related to phonics instruction found by the nrp, which were summarized in the guide put reading first (armbruster, lehr, & osborn, 2000). note that these findings regard native english-speaking students: • systematic and explicit phonics instruction is more effective than non-systematic or no phonics instruction. • systematic and explicit phonics instruction significantly improves children’s reading comprehension. • systematic and explicit phonics instruction significantly improves kindergarten and first-grade children’s word recognition and spelling. • systematic and explicit phonics instruction is effective for children from various social and economic levels. • systematic and explicit phonics instruction is most effective when introduced early. (national institute of child health and human development, 2000, p.19, 20, 21). explicit and differentiated phonetics instruction martínez martínez no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 29 phonics for esl what does research tells us about teaching phonics to esl or efl students? now that the major findings of the nrp regarding explicit systematic phonics instruction for english-native speakers are stated, one wonders if the nrp findings are also applicable to students learning english as a second language (esl) or efl students. even though the research conducted concerning phonics and the effects for efl/esl students is very scarce, and there is a big need of future research concerning this topic; timothy shanahan and isabel beck (2006) found five studies that explored the effect explicit phonics had on esl students. it is important to mention that these studies had their limitations, but in general the findings are consistent with the nrp findings for l1 learners. here is an excerpt from the chapter: “clearly, five small studies of phonological awareness and phonics are far from sufficient to allow a determination of the most useful instructional methods for meeting the early literacy needs of englishlanguage learners. however, the findings of all five studies are consistent with the solid findings of first-language research. the national reading panel examined 52 studies of phonological awareness instruction and another 38 studies of phonics instruction. both conferred clear benefits on children’s reading development, as determined by a wide range of measures, including beginning reading comprehension. the five studies of phonological awareness and phonics with english-language learners had similar results, although only one of these studies measured reading comprehension outcomes.” (shanahan and isabel beck, 2006, p.427). even though the resources are scarce, and the research found has some limitations, the nrp findings regarding the benefits phonics instruction has for native speaking children, can also be translated to efl children (shanahan & beck, 2006). review of related literature as mentioned above, research papers about efl students and explicit phonics instruction are scarce and hard to find. nevertheless, the few studies found, are in accordance with what the nrp has to say in regard with explicit phonics instruction for l1 learners. even thought the correlation between explicit phonics instruction and the enhancement of reading comprehension for l1 students has been found (national institute of child health and human development, 2000), few empirical studies regarding reading comprehension abilities in foreign language learners have been conducted. taguchi (1997), working with japanese efl students, considered word recognition explicit and differentiated phonetics instruction martínez martínez no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 30 ability of primary importance in reading comprehension. such ability derived mainly from efl students’ phonemic awareness. in another study with taiwanese students, shen (2003) states that efl learners should have explicit phonics instruction to develop their phonemic awareness efficiently; which will lead to successful automaticity in word recognition, and thus enhance their reading comprehension. this is also supported by kern (1989), who found that through explicit instruction important comprehension gains were obtained in an efl study group. all of the studies, mentioned above, correlate with timothy shanahan and isabel beck (2006) findings, that indeed explicit phonics instruction helps efl students robust their reading comprehension skills. regarding spelling skills in esl students, the studies found that phonological representations in the mother tongue of esl students can cause interference errors when spelling words in the english language (jared & szucs, 2002). jared and szucs (2002) stated that “if a bilingual’s two languages share the same alphabet but have different pronunciations for the letters,…, then there will be two conflicting pronunciations at the same time” (p. 225). this conflict in efl students will then result in misspelled english words. these findings are supported by ferroli and shanahan (1992), who found that “spanish speakers perceive english sounds as if they are spanish and spell those sounds in spanish-like ways.” (p. 3). sun-alperin and wang (2008) also found that “spanish-speaking children learning to spell in english encounter difficulties in spelling vowels that are represented by different graphemes in spanish.” (p.946). when searching for differentiated phonics instruction for efl vocabulary, there has been no qualitative research done about the issue yet, to the authors’ knowledge. the actual literature regarding the effects explicit phonics instruction has on efl learners is very limited. this scarcity is a precise indicator of the urgent need of conducting more research to conclude whether explicit phonics instruction is an important area to develop to strengthen efl students’ literacy skills. data collection the major source of information for this action research comes from the grades of 85 efl first grade students. these grades were recorded throughout the whole academic year of 2009-2010. participants the children of this research were students attending a catholic, private, bilingual school only for girls in bogota, colombia. at the time explicit and differentiated phonetics instruction martínez martínez no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 31 of this study the students were in first grade, which is comparable to second grade in the u.s.a. this action research took place during the academic year of 2009-2010, within three first grade classrooms, for a total of 85 girls. most of the children at the commencement of this study were seven years old. the majority of these children started studying at this school since they were four years old, thus had been studying in this institution for three full academic years prior to this action research. during these three previous years, these girls learned to read in spanish as well as write short personal passages, also in that language. since this school is considered a bilingual school in colombia, these girls started learning english as a foreign language from the very beginning of their school years as well. during the first three years of preschool (pre-kinder, kinder, and transition) they had three subjects taught to them in english every academic year. when entering first grade they knew the alphabet in english, the proper pronunciation of the main diagraphs (sh /x/, wh /hw/, ch /tx/ , th /θ/ , etc.), and could use basic vocabulary words such as: classroom objects, school related vocabulary, colors, numbers, farm animals, household objects, etc. the girls of this research project all belong to a medium-high socioeconomic status and all of them speak spanish as their mother tongue. context for two consecutive years i was the english specialist teacher for all of these first graders, and taught each classroom on a daily basis for 50 minutes per day. it is important to clarify that i was not a main stream teacher; instead i was the english teacher, who went into the classroom for one 50 minute lesson, and came out of the classroom afterwards. besides my english lessons, these students also received math, science and social studies lessons in english, for a total of sixteen lessons per week instructed in english. each of these lessons lasted 50 minutes approximately. during my first year as an english teacher for first grade students, i followed the syllabus given to me by the school. in phonics, i specifically taught first short vowels and then long vowels. the spelling and pronunciation of short vowels and long vowels were taught in an explicit and systematic way. it was explicit since each grapheme and corresponding phonemes were shown directly to students, and various practice opportunities (exercises, readings, pictures, etc.) were given to students to assess each of the short and long vowels. it was systematic because the instruction went from easier to more difficult and student´s explicit and differentiated phonetics instruction martínez martínez no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 32 new knowledge was needed to build upon it to scaffold for further learning. during that first year i observed three things: 1. the time given to short vowels instruction was too long while the time given to long vowels instruction was not enough. 2. the order in which long vowels were introduced and taught was confusing for students. 3. the phonics materials and vocabulary were mostly taken from english text books originally designed for l1 learners. concerning time instruction, during my first year, i noticed that the short vowels were easily understood by my students. since my first graders already had phonological and phonetic awareness in their native language (spanish), this allowed for them to easily correlate spanish vowel sounds with short vowels in english, as well as some consonant sounds that had the same phonetic sounds in both spanish and english (e.g. t, p, b, m, n, etc.). by contrast, understanding long vowels sounds was harder for students and many got confused. long vowel sounds demanded more instructional time and more practice for students to fully understand and properly use them. in many opportunities time was the major constraint for giving students more instruction and more opportunities to practice. therefore, during my second year, i decided to give short vowels less instructional time, and this extra time was then passed to long vowels instruction. this change significantly helped students’ comprehension and proper use of long vowels sounds. the order in which short vowels were introduced to students presented no problem and, since the vowel order was the same of the alphabetical order in spanish (a-e-i-o-u), students found it easy to follow through all of them. the fact that the only short sound that is different in spanish is the ‘u’ sound, and that this was coincidentally also the last short vowel, made it easy for students to understand this exception. a very different situation arose when introducing long vowels. during the first year i taught the long vowels in the same order as short vowels. after viewing the long ‘a’, i continued with the long ‘e’, then the long ¨i¨ and so on. this sequence was extremely confusing for my students, since they had a hard time catching the concept of a vowel having more than one sound when being read or pronounced. this due to the fact that in spanish a vowel only has one unique sound, generally, explicit and differentiated phonetics instruction martínez martínez no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 33 and in english a single vowel has various ways of pronunciation (sunalperin, 2008). it also became obvious that the long vowel ‘e’ sound presented the major challenge for my efl students. this happened since the pronunciation of the vowel ‘e’ from english to spanish actually interchanges: the long ‘e’ sound in english is like the ‘i’ sound in spanish. something similar happens with the long ‘i’: the long ‘i’ sound in english is, in spanish, composed of two vowels: “ai”. on the other hand, the long ‘a’, ‘o’ and ‘u’ were the easiest long vowel sounds for students to understand and recall in different situations. that is why, for my second year, i purposefully adapted the sequence in which long vowels were introduced to my efl students. i started with the long ‘a’, ‘o’ and ‘u’ and left the long ‘i’ and long ‘e’ for the very end of the school year. this proved to be a good change. after viewing the first three long vowels, students were familiarized with the long vowel patterns and differences in sounds when pronouncing or reading a long vowel. they were also accustomed to the methodology used when instructing long vowels, hence when they reached the long ‘i’ and ended with the long ‘e’, they expected differences in sounds and were less confused. during my second year my students grasped the long ‘i’ and long ‘e’ examples faster, applied the pronunciation more accurately, and the class had a faster pace during these lessons. regarding materials and vocabulary, most of the efl students learn english with texts originally designed for l1 students. such texts assume that the students learning how to read in english have a background and knowledge of an english speaking environment and culture; expected from daily interaction within a community who speaks english dominantly. the l1 texts for teaching english expect some background knowledge from students, which will help them infer the meaning of a picture, sentence or text. a simple but clarifying example is the seasons: when someone reads: “the chilly, windy morning and the white scenery”, this is a clear reference of a winter scene; however for efl learners this is a big puzzle and they do not have the knowledge to solve it and be able to relate it with a winter scene. since, in many cases, efl students do not have snowy winters in their homeland. (this would be the case of my efl students in colombia.) the vocabulary that comes in those texts is also designed and thought for l1 students. many of the phonics vocabulary used in my first year was taken from these l1 sources and some words were so rare and foreign to my students that it took a lot of time for me to explain explicit and differentiated phonetics instruction martínez martínez no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 34 them and for my students to understand them. i clearly remember how difficult it was for my students to understand the word sled. how can you explain to children, that have never lived a winter, and have never played with a sled, what this word means. at the end i simply skipped the word due to the difficulty it presented. this situation also occurred with other vocabulary words during my first year. during the first year, i also noticed that all the phonics vocabulary was mostly nouns and in a few cases adjectives; however there were no verbs, not even one. this had a big impact in sentence production: my students were excellent at writing sentences with one noun and many adjectives that described it (e.g. the cat is big, fat, black, and beautiful.), however they did not have the vocabulary to transcend those sentences into more richer and complex ones. whenever my students needed to know a verb, they would approach me and ask for it, over and over again. shortly after i realized that the focus on vocabulary should be shifted to a verb focused vocabulary, instead of a noun focused vocabulary. this simple but effective change had a huge impact in my students writing. i tailored the phonics vocabulary lists for them to have mostly verbs and adjectives and few nouns. after introducing some short vowels verbs (eg. ask, has, clap, hang, nap, get, send, help, smell, drink, sing, sit, swim, wish, hit, hop, drop, stop, shop, cross, cut, hug, run, jump, hum, punch, etc.), my students went from writing mainly descriptive sentences to writing more complex sentences that expressed actions and i observed they felt more confident when writing and did it more independently. grading in colombia, the majority of the bilingual schools have four marking periods called bimesters, each one covering approximately two months. in this private school they also have four marking periods. all children were tested twice each marking period, for each of the english delivered subjects mentioned above. students presented a midterm exam and a final exam at the end of each bimester. each of these exams (midterm and final), was designed to evaluate several of the following skills in my english class: parts of the book, reading comprehension, spelling, vocabulary, phonics skills, verb use in written sentences, sentence structure, use of capital letters, recognition between fiction and nonfiction, etc. the midterm exam was not as long, and did not cover as many topics or skills as the final exam for each period. hence the final exams were more difficult, assessed more skills and required more time from the students to answer them. explicit and differentiated phonetics instruction martínez martínez no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 35 in total, eight grades, form these types of exams, were recorded through the whole academic year: four midterms and four final exams. the eighth grade was the most important since it was the annual final exam, and assessed all the skills and knowledge a student should have acquired throughout the school year. assessing all the eight exams were administered to whole classes. students had one class (50 minutes) to answer each test. the only test students could have two lessons for answering was the annual final exam. all the exams followed a known sequence for students and had the same type of exercises or questions previously done during class exercises or quizzes. this was to reduce the possibility of students getting confused or unable to answer because of how questions were set or because a new type of exercise was being asked. since students were familiarized with the type of exercises and the type of questions, their answering techniques were not being assessed. on the contrary, making sure students knew how to answer a specific type of question ensured that what was being assessed was the skill or knowledge the teacher wanted to assess. reading comprehension was assessed in every single one of the eight exams, and was always the first point students had to answer. to assess reading comprehension the teacher read aloud a piece of ageappropriate text or a short story. students also had the text and were asked to follow the teacher while she was reading. then the teacher would answer any vocabulary questions the students had about the passage. each of the questions on the test were also read to make sure students understood what was being asked. finally students had to answer four multiple choice questions and one open ended question regarding the story. all the vocabulary assessed was part of the phonics vocabulary seen in class, which students had copied in their notebooks and they had used in different opportunities during class activities. to assess vocabulary, students were presented with several pictures and they were asked to write the word corresponding to each picture. in some cases it was the other way around: students were given the word and were asked to make the picture of it. another way to assess vocabulary was to ask students to draw colored pictures of given sentences. these sentences had several vocabulary words seen during class. to assess the correct use of verbs and their meaning, students were asked to fill out with verbs, sentences with blanks. a word bank explicit and differentiated phonetics instruction martínez martínez no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 36 with all the verbs was given to students and they had to choose the correct one to complete each sentence. during the second half of the year, students continued filling sentences with blanks, but were also asked to write a complete sentence with a given verb. spelling was always assessed as a whole class. the teacher would say aloud words from the spelling lists from the vocabulary seen in class, and students were asked to classify each of these words in their correct phonetical column and write it. spelling was not assessed in all of the eight exams. in the last semester only the third final exam and the fourth final exams assessed spelling, that is why there were only six spelling grades recorded throughout the academic year. note that almost every single point of the exams involved phonics. vocabulary, spelling, and verbs all directly related to using phonics skills. only the reading passage, to assess reading comprehension, was not related directly to phonics. nevertheless, when choosing the reading passages, the phonetical awareness and phonics knowledge of the students were taken into consideration. for other type of assessments, besides these exams, such as reading fluency and accuracy, phonics also played a key role. having phonics as the common factor for my english instruction was done on purpose since phonics was not to be taught per se, but as a skill that would benefit student in multiple areas. phonics was the horizontal vector of all my teaching during my second year as an english teacher and it was embedded in most of the different classroom exercises and activities. grading range in this private bilingual school the grading system is numeric and it ranges from zero to 100%. being zero the lowest score and 100% a perfect score. the lowest grade a student can still pass with is 60%; therefore anything below or at 59% is considered a failing grade. for this research children were classified in three different ranges based on their performance on the grades they obtained in the first period midterm exam. students were classified as performing above average if their grade was at 90% or more. students which scored between 60% and 89% were considered average performing students, and if their grade was at or below 59% students were classified as performing below average. the purpose of choosing the first period grades was to see the initial state of students’ performance without explicit phonics instruction. afterwards, the objective was to observe if explicit phonics explicit and differentiated phonetics instruction martínez martínez no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 37 instruction had any effect on the performance of the same group of students. having classified students, the grades of the same girls for the following exams were then observed throughout the year for their improvement on each of the different skills being studied. this was done to compare students’ performance after having received explicit phonics instruction. each student had several grades for each of the exams, since each exam consisted of different points. each point targeted to assess a specific skill, ability or knowledge. for example, the first final exam had a total of six points: the first point assessed students’ knowledge about the parts of the book and the ability for recognizing them in a front cover. the second point assessed reading comprehension, by giving students a reading passage with five related questions to answer. the third point assessed spelling, and it was a short dictation. the fourth point assessed students’ knowledge of vocabulary. the fifth point assessed the proper use of capital letters and punctuation within a sentence. finally, the last point asked students to draw a picture for a given sentence assessing vocabulary, reading comprehension and verb understanding. out of these six points, only the results regarding reading comprehension, spelling and verbs usage were taken into consideration for this study. the rest were not analyzed for the purpose of this research project. data sources the main data sources for this action research project are the following; • students’ grades • colleagues’ interviews • surveys • class notes and observations students’ grades at the end of the 2009-2010 school year each of the 85 students had presented two exams per bimester: one midterm and one final exam. this gave a total of eight different exams during the whole year. additionally, each exam also had different points assessing a specific skill. therefore each exam gave various grading points per student. for reading comprehension every single one of the eight exams had a point assessing it. this means that there were 680 grades recorded explicit and differentiated phonetics instruction martínez martínez no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 38 for reading comprehension throughout the school year. for spelling, six out of the eight exams had a short spelling dictation aimed to assess this skill, resulting in 510 grades for spelling. finally, for verbs only the first two exams did not include a point assessing the proper use of these words within a sentence, meaning that 510 grades in total were recorded when assessing students’ proper use of verbs during the academic year. the sum of all these grades gives us a grand total of 1700 grades as data collected for this study. colleagues’ interviews the bilingual teachers who also instructed these first graders were interviewed after the 2009-2010 school year was finished. the interviews sought to know, on firsthand, the perceptions of the other bilingual teachers that also instructed these students in english. there were, in total, six bilingual teachers: three science teachers (one teacher per classroom), two math teachers and a social studies teacher. i wanted to corroborate if what i had observed, as the english teacher, was also being observed by my colleagues that also had to assess and interact with these children in english. these interviews were done after the 2009-2010 school year was over and were done personally or by phone. survey after the 2009-2010 school year, i decided to conduct a survey for the other bilingual teachers who also taught my efl students. therefore, an online survey was designed for these teachers to answer. the survey had in total six questions and was send to each of the teachers by email (appendix a). the survey showed six statements, which each teacher had to agree or disagree with, in several levels. teachers could choose from six possible ranges; these were the categories: strongly disagree, moderately disagree, slightly disagree, slightly agree, moderately agree and strongly agree. the survey sought to estimate, in an accountable way, the perceptions about students’ performance that the other bilingual teachers had. specifically, the survey aimed to look at the following skills: reading comprehension, reading accuracy, spelling skills, students’ level of self confidence while reading, students’ ability to write more complex sentences and students’ oral use of english. class notes and observations during my first year as an english teacher, i purposely made notes about specific difficulties or challenges that i observed as a common explicit and differentiated phonetics instruction martínez martínez no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 39 pattern among my students. thanks to those notes, i was able to determine what changes had to be done in the following academic year to improve my instruction. i also decided which activities i was going to repeat and which were left out. taking notes after class activities proved to be very useful and i continued to do it during my second year as an english teacher. however, i also decided to take notes on students’ performance, both as a group and in some cases individually. i made brief comments after checking all the exams and after assessing students orally. this turned out to be very helpful when since i had specific information regarding the strengths and difficulties of my class as a group, and i could also tell, on an individual basis, which skills a specific student needed to reinforce. note taking after my instruction helped me reflect on it and allowed me to notice the impact that some changes, i had introduced during my classes, had on students’ responses. these notes were also thoroughly reviewed and considered to back-up the findings presented in this research. data analysis and interpretation for this study, first the results of the students’ grades gathered through the year will be analyzed. then, these results will be compared to the survey results, the interviews and my personal class and field notes for final interpretation. the purpose of following this sequence is to be able to answer each different question stated previously. the first of these questions is: does phonics instruction improve student’s reading comprehension? reading comprehension in the first period midterm exam the reading comprehension results are the following: 20 girls performed above average with an average grade of 93%, only nine girls performed below average with an average grade of 34%, and the remaining 56 students had an average grade of 75%. once the performance based groups were established, the reading comprehension grades of each of these groups were also averaged for the following seven exams. the purpose was to track the effects explicit phonics instruction had on the reading comprehension skills each group had throughout the academic year. the grades of the same 20 girls that belong to the above average group were averaged for the other reading comprehension points in the explicit and differentiated phonetics instruction martínez martínez no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 40 seven following exams. the same was performed for the nine girls who scored below average and also for the average group. the group of students that performed above average continued to perform above 80% on most of the exams and in the fi nal annual exam they had an average grade of 89%. this shows that there was not a signifi cant effect for the high performing students and that these students stayed in the high range. the same situation happened for the group of average performing students. they began with an average grade of 75% and ended the year with a 74%. throughout the whole year the group’s average grade stayed between 73% and 75%. this means that the effect for this group was not negative but neither was it positive, and they also stayed within their range. by contrast, the effects shown in the low performing group were considerable and were interesting to review in detail (figure 1). these students began with an average grade of 34% then rose to a 59%, and continued rising exam by exam, until they reached an incredible 82% in the seventh exam, even surpassing their high performing fellow students. for the fi nal annual exam they declined again, but still had a signifi cant difference from the fi rst grade at the beginning of the school year. figure 1. reading comprehension average grades throughout the academic year. explicit and differentiated phonetics instruction martínez martínez no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 41 these findings are the confirmation of what i, as a teacher, had sensed and observed among my low performing students. when reviewing my class notes, i had several positive notes about my struggling students and how i had seen that their understanding while reading had improved due to their enhanced ability to read words more accurately. this, in turn, led to a better understanding of what these students were reading, which increased their reading comprehension. similar observations were recalled from the other bilingual teachers during the interviews. all of them manifested that the students read aloud much better than at the beginning of the year and this contributed to a better understanding of what was being read. i specifically remember the comment of one of the science teachers, when she listened to one of the students who struggled the most. the girl was reading a nonfiction story about snakes, and while doing so, the science teacher was amazed at how well this little girl was properly pronouncing words such as snake, scales, nest, skin, etc. during the previous school year (2008-2009), this teacher had had other students read aloud the same nonfiction story, and she could recall the difficulties those students had while reading long vowel words. she told me that her reading students instead of reading snakes properly, said “snackes”, as if reading the word in spanish. finally, if you compare the grades results to those of the survey, in which teachers were asked to agree or disagree with the following statement: after receiving phonics instruction students’ reading comprehension increased; the teachers’ answers also confirm the results. all of the teachers who answered the survey agreed with this statement. three of them strongly agreed, two agreed moderately, and only one slightly agreed. this supports the evidence that, indeed, explicit phonics instruction had an overall positive effect in students reading comprehension, however this effect was more significant for the low performing group of students. spelling once the average grades concerning spelling skills are analyzed, a particularity about these results can be observed. the students’ general performance improves in the first four exams, however after the fourth exam the grades for all students drop considerably (figure 2). (the grades for the third and fourth midterm exams do not show since spelling was not assessed in these two exams). by observing the spelling average grades for each of the groups, it can be noted that the above average group starts with an average grade of 95%, followed by average grades of 91%, 94% and 94%. these four explicit and differentiated phonetics instruction martínez martínez no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 42 grades belong to the fi rst four exams; afterwards this group drops to 85% and continues descending until reaching 78% in the fi nal annual exam. figure 2. spelling average grades throughout the academic year. something similar happened to the average group. the average performing students began with a 78% average grade, rising through 87% and reaching a good 90%. this improvement also happened in the fi rst four exams; however after the fourth exam, they dramatically drop to 68%, descending even further to a 64% in the fi nal annual exam. the case is even more dramatic with the below average group, which began with a low 42%, rising dramatically to an 83%, followed by a 78% and then a 83% for the fi rst four exams. after the fourth exam this group drastically dropped to 55% fi nishing with a 47% for the fi nal annual exam. by looking at these results one wonders what was done during the fi rst four exams that signifi cantly improved students’ performance in spelling dictations, and also wonders what happened after the fourth exam that changed the results obtained in the fi rst four exams. when i fi rst observed these results, i was quite intrigued and could not decipher why my students had such a good improvement in the fi rst semester (the fi rst four exams were conducted in the fi rst school semester) and then a poor performance in the last semester of the year. i realized then, that the short vowels had been studied during the fi rst semester and that during the last semester the study of long vowels was covered. could this have a correlation with the results found in the grades? my fi eld notes and class observations led me to notice that explicit and differentiated phonetics instruction martínez martínez no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 43 when spelling dictations (in quizzes and exams) had to do with short vowel words, my students were very accurate. this could be due to the fact that spanish vowel sounds correlate with short vowel sounds in english. on the other hand, when students were asked to write long vowel words, the results of these dictations were not as good. in many cases i found words spelled as if written in spanish (e.g. foun instead of phone), or written with a different blend that also represented the long vowel sound heard by students (e.g. gaim instead of game). spelling mistakes for long vowel words were encountered in all of my students, regardless of the group they belonged to. the fact that spanish vowels only have one unique sound, and are always pronounced and spelled in the same way, could explain why such type of mistakes happened. when students were not sure of how a word was spelled, they recalled their knowledge in spanish to write it. since in the english language a long vowel sound does not have a unique letter combination, but instead various blends of vowels or letter combinations can produce the same long vowel sound (eg. cake, play, rain), could also explain the misuse of these letter combinations in the dictations. since short vowels were assessed in the first four exams, and then long vowels were assessed in the last exams, the results found in the grades do correspond and validate what i observed as a teacher: students had a correct spelling of short vowel words but had difficulties when spelling long vowel words. nevertheless, when interviewed, the other bilingual teachers manifested that after the second half of the school year students were more aware that the long vowel sounds could be spelled differently, and teachers recalled students approaching them to ask the proper spelling of a long vowel word. this correlates to the survey results where two teachers strongly agreed and the other four moderately agreed when answering to the following statement: after receiving phonics instruction students’ spelling improved. regarding the effect explicit phonics instruction has on efl students’ spelling abilities; it cannot be suggested that such instruction has a positive effect on efl students’ spelling performance. verb usage for proper verb usage in written statements, 21 girls scored 90% or more and thus were classified as performing above average. the average performing students that scored between 60% and 89% were explicit and differentiated phonetics instruction martínez martínez no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 44 32. finally another 32 girls scored 59% or less and thus were classifi ed as performing below average. the average grades for all of the three groups of students, on the proper use of verbs, increased signifi cantly from the very beginning of the school year (figure 3). even though the positive effect was generalized among all students, the students who were performing below average at the begging of the year had the major difference of performance, from the commencement of the school year up to the end of it. the below average group began with average grade of 29%, had a huge leap towards 61%, continued rising to 74%, then descended a bit to 68%, and fi nished with an amazing 78%. the improvement also took place with the average performing group, however it was not as outstanding. the average performing students began with a 67% and rose up to an 84%, and fi nally fi nished the year with an 83%. finally the top performing students began with an impressive 99%, afterwards their grade decline to 94%, then to 89%, reached the lowest score of 88% for the seventh exam, and rose back again to a 99% for the fi nal annual exam. figure 3. proper use of verbs in writt en sentences average grades throughout the academic year. after analyzing the grades regarding verb usage for all the students, it can be said that, indeed, the shifting of vocabulary to be focused on verbs had one of the greatest positive impacts in students’ sentence production. at the beginning of the school year students were very good at writing descriptive statements that included one noun and explicit and differentiated phonetics instruction martínez martínez no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 45 various adjectives. (e.g. the cat is big, fat and black.). nevertheless, it was a common situation for student to have an important lack of verbs knowledge, and hence had a hard time trying to communicate beyond descriptive aspect of objects. as a whole class the effect is notorious, but the major impact on the differentiation on vocabulary emphasis was, without a doubt for the low performing students. the change is simply dramatic. regarding the survey teachers were asked to agree or disagree with the following statement: after receiving verb focused vocabulary instruction, students’ ability to write more complex sentences increased. the results show that all of the teachers agreed at some point with this statement. three of the teachers strongly agreed, two agreed moderately and only one slightly agreed. this supports the evidence that, indeed, the modifications on the phonics vocabulary, where verbs played a key role, had a positive effect in students’ written statements. my observations during the school year, as a teacher, also confirmed what the students’ grades and the survey’s results show. i personally found that the major advances observed in my english classes, regarded the introduction of verbs as part of the phonics vocabulary. almost daily, it was evident how students took those verbs and started using them in different sentences, both orally and written. the students then felt empowered by knowing new verbs, and by being able to communicate new ideas, feelings and events of their daily life. findings according to the nrp explicit phonics instruction is beneficial for l1 learners; however this statement could be broaden to include efl learners as well. by analyzing the grades of these 85 students, together with the surveys and interviews conducted to the other bilingual teachers, and my class observations, some of the nrp findings can also apply for efl students. explicit phonics instruction does improve efl children’s reading comprehension. phonics help students to better decode and pronounce an english word, which translates into better understanding of what is being read, and hence improve the reading comprehension of efl students. unfortunately the same cannot be said regarding spelling. although, explicit phonics instruction does help l1 children improve their spelling skills, for efl children this is not the case. the efl students of this study had a good performance when asked to spell short explicit and differentiated phonetics instruction martínez martínez no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 46 vowel words, but the difficulties arose when asked to spell long vowel words. this difficulty could be explained when acknowledging the different spelling ways that a long vowel sound has in english and the tendency students have to spell these long vowel sounds in spanish like ways. this correlates to the findings of sun-alperin and wang (2008) were native-spanish speakers learning esl made spelling mistakes by writing english long vowel words as if written in spanish. without a doubt, the major finding concerns the effect differentiated vocabulary used to instruct phonics had on students writing. by adapting and tailoring the vocabulary of efl students, and shifting it from a noun based to a verbs based vocabulary, students’ sentence complexity improved. students went beyond expectations and made a leap from very basic, descriptive sentences, to more robust sentences which described actions and enabled students to communicate effectively. there are some educational implications that emerge from these findings. efl teachers should be aware that native spanish-speaking children´s l1 knowledge can be transferred to their l2 learning and therefore use this knowledge to make the learning of efl easier for students. making subtle changes, such as changing the sequence for introducing long vowels to native spanish-speaking efl students, can allow students to understand the difference between the spanish and english orthography and that the english language has different graphemes corresponding to a single phoneme. finally the shift from a noun based vocabulary to a verbs based vocabulary can suppose a great benefit for efl students in terms of writing production. empowering efl students with relevant and useful vocabulary, like verbs, can open a lot of possibilities to improve student´s written communication. conclusions although there is no much research conducted regarding explicit phonics instruction for efl students, my students’ experiences and results clearly demonstrated the benefits of this instruction for efl learners. a significant benefit of explicit phonics instruction for efl students was the improvement on students’ reading comprehension. explicit phonics instruction helped efl students to improve their pronunciation when reading in english, which directly impacted the understanding of what was being read; thus enhancing their reading comprehension. explicit and differentiated phonetics instruction martínez martínez no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 47 even though explicit phonics instruction enhances the spelling abilities of l1 students (national institute of child health and human development, 2000) the same cannot be confirmed for efl students. the efl were native spanish-speakers, and since spanish has the characteristic that each vowel has a unique sound; efl students had a hard time understanding the long vowel sounds and learning the different ways in which a long vowel could be written. therefore misspelling english long vowel words and spelling these words in spanish like ways. finally the most significant benefit that explicit phonics instruction had for efl students was the improvement of their written statements by revising and adapting efl phonics vocabulary, and focusing it mainly on verbs. this differentiation allowed efl students to write much more complex sentences and to communicate in a more effective way. references armbruster, b. b., lehr, f., osborn, j., national inst. for literacy, w. c., national inst. of child health and human development (nih), b. d. (nih), bethesda, md., office of educational research and improvement (ed), w. c. (ed), washington, dc., & center for the improvement of early reading achievement, a. i. (2001). put reading first: the research building blocks for teaching children to read. kindergarten through grade 3. caravolas, m. (2004). spelling development in alphabetic writing systems: a crosslinguistic perspective. european psychologist, 9(1), 3-14. cisero, c. a., & royer, j. m. (1995). the development and cross-language transfer of phonological awareness. contemporary educational psychology, 20(3), 275-303. doi:10.1006/ceps.1995.1018 fashola, o., drum, p., mayer, r., & kang, s. (1996). a cognitive theory of orthographic transitioning: predictable errors in how spanishspeaking children spell english words. american educational research journal, 33(4), 825-843. ferroli, l., & shanahan, t. (1992, december). voicing in spanish to english spelling knowledge transfer. paper presented at the annual meeting of the national reading conference, san antonio, tx. eric document. explicit and differentiated phonetics instruction martínez martínez no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 48 jared, d., & szucs, c. (2002). phonological activation in bilinguals: evidence from interlingual homograph naming. bilingualism: language and cognition, 5(3), 225–239. jones, m. l. (1996, march). phonics in esl literacy instruction: functional or not?. paper presented at the world conference in literacy, philadelphia, pa hyte, h. what’s the difference: esl, efl, esol, ell, and esp? esl trail. retrieved march 2, 2011, from: http://www.esltrail. com/2008/02/whats-difference-esl-efl-esol-ell-and.html kern, r. g. (1989). second language reading strategy instruction: its effects on comprehension and word inference ability. the modem language journal, 73, 135-149. koda, k. (2007) reading and language learning: cross-linguistic constraints on second-language reading development. language learning, 57: 1-44 doi: 10.1111/0023-8333.101997010-i1 lonigan, c. j., shanahan, t., & national institute for, l. (2009). developing early literacy: report of the national early literacy panel. executive summary. a scientific synthesis of early literacy development and implications for intervention. national institute for literacy. national institute of child health and human development (2000). report of the national reading panel. teaching children to read: an evidence-based assessment of the scientific research literature on reading and its implication for reading instruction: reports of the sub-groups (nih publication no. 00-4754). washington, dc: u.s. government printing office. shanahan, t & beck, i. (2006). effective literacy teaching for englishlanguage learners. in d. august & t. shanahan (eds.), developing literacy in second-language learners: report of the national literacy panel on language-minority children and youth. new jersey: lawrence erlbaum associates. shen, h. (2003). the role of explicit instruction in esl/efl reading. foreign language annals, 36(3), 424-33. doi: 10.1111/j.19449720.2003.tb02124.x sun-alperin m.k., wang m. (2008) spanish-speaking children’s spelling errors with english vowel sounds that are represented by different graphemes in english and spanish words. contemporary educational psychology, 33 (4), pp. 932-948. explicit and differentiated phonetics instruction martínez martínez no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 49 taguchi, e. (1997). the effects of repeated readings on the development of lower identification skills of fl readers. reading in a foreign language, i1 (l), 97-1 19. the author *angélica maría martínez martínez holds a bachelor´s degree in business administration from universidad de los andes, and she has a specialization in bilingual education from única. she worked as an english teacher at primary level at colegio santa francisca romana. she is specifically interested in issues related to bilingual education and second language acquisition. email: angelicamartinez@gmail.com explicit and differentiated phonetics instruction martínez martínez no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 259 lexical bundles in academic presentations given by phd level eap students: a literature review1 paquetes léxicos en las exposiciones académicas de estudiantes de doctorado en un curso de inglés para propósitos académicos: una revisión bibliográfica ricardo a. nausa t.2* universidad de los andes, colombia abstract lexical bundles are multiword units that perform a variety of discourse functions and are a characteristic of academic discourse genres. their use is considered a marker of linguistic proficiency and necessary for successful adaptation to academic communities. this literature review, which is part of a proposal for the analysis of lexical bundles use by colombian phd-level eap students in their academic presentations, (a) explores the concept of lexical bundles in academic discourses and (b) presents potential areas for their study in the academic presentation genre. the review makes particular emphasis on the lack of studies on lexical bundles use in the academic presentation as a genre as well as the lack of studies on spoken genres in situations in which english is used as a foreign language by phd-level eap students, particularly, in the colombian context. key words: lexical bundles, academic presentations, academic discourse, english for academic purposes (eap), english as a foreign language (efl), corpus linguistics resumen los paquetes léxicos – expresiones compuestas de varias palabras que desempeñan diversos tipos de funciones discursivas– son una de las características propias de los distintos géneros del discurso académico. su 1 received: august 4, 2013, 2013 / accepted: september 15, 2013 2 email: ricardo.nausa@gmail.com gist education and learning research journal. issn 1692-5777. no. 7, november 2013. pp. 259-270 challenges of bilingualism in higher education li et ra tu re r ev ie w no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 260 uso se considera como un indicador de suficiencia lingüística y necesario para la adaptación exitosa a una comunidad discursiva particular. esta revisión bibliográfica, que es parte de una propuesta de investigación para el análisis del uso de paquetes léxicos en las presentaciones orales de estudiantes de doctorado de una clase de inglés para propósitos académicos, (a) explora el concepto de paquetes léxicos en discursos académicos y (b) presenta unas áreas en las que potencialmente se podría dar el estudio de paquetes léxicos en el género de las exposiciones orales. la revisión hace un énfasis especial en (a) la falta de estudios sobre el uso de paquetes léxicos en la exposición oral como género particular y (b) la falta de estudios en géneros académicos orales en situaciones en las que el inglés se usa como lengua extranjera por parte de estudiantes de doctorado que la aprenden para propósitos académicos, particularmente en el contexto colombiano. palabras clave: paquetes léxicos, exposiciones académicas, discurso académico, inglés para propósitos académicos (eap), inglés como lengua extranjera (efl), lingüística de corpus resumo os pacotes léxicos–expressões compostas de várias palavras que desempenham diversos tipos de funções discursivas – são uma das características próprias dos diferentes gêneros do discurso acadêmico. seu uso se considera como um indicador de suficiência linguística e necessário para a adaptação bem sucedida a uma comunidade discursiva particular. esta revisão bibliográfica, que é parte de uma proposta de pesquisa para a análise do uso de pacotes léxicos nas apresentações orais de estudantes de doutorado de uma aula de inglês para propósitos académicos, (a) explora o conceito de pacotes léxicos em discursos acadêmicos e (b) apresenta umas áreas nas que potencialmente se poderia dar o estudo de pacotes léxicos no gênero das exposições orais. a revisão faz uma ênfase especial em (a) a falta de estudos sobre o uso de pacotes léxicos na exposição oral como gênero particular e (b) a falta de estudos em gêneros acadêmicos orais em situações nas que o inglês se usa como língua estrangeira por parte de estudantes de doutorado que a aprendem para propósitos acadêmicos, particularmente no contexto colombiano. palavras chave: pacotes léxicos, exposições acadêmicas, discurso acadêmico, inglês para propósitos acadêmicos (eap), inglês como língua estrangeira (efl), linguística de corpus lexical bundles in academic presentation nausa no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 261 the study of academic discourse academic discourse has received a great deal of attention from applied linguists over the last 30 years, with special emphasis on academic english. biber (2006) points out that the description of academic genres within universities should be carried out before developing materials and methods to meet university students’ language needs. in this description, the linguistic features of such genres are of special interest for language researchers. pioneering studies such as halliday’s (1988) on the language of physical science, swales’ (1990) on genre analysis of english in academic settings, or hyland’s (1994) on hedging mechanisms in academic writing and eap books have pioneered the study of linguistic traits of discourse in academia. these three decades of special emphasis on academic genres has seen more studies on written varieties than on spoken ones. nonetheless, the availability of large corpora like cancode (cambridge and nottingham corpus of discourse in english), micase (michigan corpus of academic spoken english), base (british academic spoken english) and others has allowed researchers to explore the linguistic features of academic spoken genres. recent studies on spoken academic english include genres such as conversations between tutors and students (evison, 2013), informal interviews with english majors (larsson aas, 2011), and academic lectures (deroey & taverniers, 2012; lin, 2012). lexical bundles in academic discourse among the breadth of possibilities to approach academic genres, given the availability of corpora and corpus exploration tools, the study of lexical bundles (biber, johansson, leech, conrad, & finegan, 1999) seems to be a preferred one. lexical bundles are defined as “… the multi-word sequences that occur most commonly within a given register” (biber & barbieri, 2007, p.264). moon (2000) states that multi-word sequences or multi-word items (mwis) are strings of two or more words that are semantically and/or syntactically whole and inseparable. other multi-word sequences apart from lexical bundles, also referred to as lexical chunks (khuwaileh, 1999) or lexical phrases (decarrico & nattinger, 1988), include idioms and collocations. for biber and conrad (1999), idioms are the most invariable type of multiword items, and are usually syntactically and semantically complete while collocations are the result of highly statistical, nonidiomatic associations between two words. lexical bundles, according to these authors, “… can be regarded as extended collocations of three or more words that show a statistical tendency to co-occur (e.g., in the case of lexical bundles in academic presentation nausa no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 262 the…, do you want me to…, i said to him…)” (biber & conrad, 1999, p. 183). unlike idioms or collocations, a great deal of lexical bundles cannot be ascribed to traditional syntactic or semantic categories, but their high frequency and specialization in registers make them be considered as “basic building blocks for constructing spoken and written discourse” (p. 188). biber, conrad, and cortés (2004), in their paper describing lexical bundles in university teaching and textbooks, propose a lexical bundle taxonomy according to three rhetorical functions. first, stance expressions (e.g. i don’t know if...) refers to bundles that express attitudes or assessments of certainty towards a specific idea; second, discourse organizers (e.g. in this chapter we…) are expressions that help to organize and monitor parts of discourse, and third, referential bundles (e.g. that’s one of the…) identify entities or parts of the text where they are used. each category of bundles includes further subcategories. in their study comparing lexical bundles in university classroom teaching and textbooks, biber and colleagues found that more bundles are used in classroom teaching than in conversation, academic writing, or textbooks. in fact, they observed that classroom teaching goes beyond the expected norms and uses more stance bundles than conversations, and more referential bundles than academic writing. according to hyland (2008) lexical bundles, and in general mwis, are “… important for fluent linguistic production and a key factor in successful language learning” (p. 5). hyland also asserts that these expressions help learners in the creation of meaning of texts and in the identification of registers, e.g. academic vs. legal. also, lexical bundles “…are familiar to writers and readers who regularly participate in a particular discourse … community,” and their absence or lack of knowledge might be an indicator of lack of fluency or being new to such a community. research trends on lexical bundles hyland’s previous remark explains research efforts to understand academic discourse from a lexical bundle approach. successful adaptation to discourse communities might depend on factors such as variation from expected academic discursive standards, among those, standards in the use of lexical bundles. the lexical bundle method is one of the three methods to approach multiword units in second language acquisition; the other two being the phraseological method and the comprehensive method (erman, lewis, & fant, 2013). a typical tendency of studies on lexical bundles is to seek to understand lexical bundles in academic presentation nausa no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 263 variation across different variables of academic discourse. studies in the different types of variation that have been studied from the lexical bundles include the following: • recurring combinations in academic writing by native speakers and nonnative speakers (annelie & erman, 2012), or in academic speaking (de cock, 2004; larsson aas, 2011); • variation across disciplines in written texts at the master and phd level (hyland, 2008); • variation between written and spoken, and academic and nonacademic registers at the university level (biber & barbieri, 2007); • variation in disciplinary writing between expert published writing in comparison to students’ writing (cortés, 2004), • variation between published l1 writing versus l1 and l2 students’ writing (chen & baker, 2010), • variation across proficiency levels of esl students’ writing (staples, egbert, biber, & mcclair, 2013), • variation between textbooks and classroom teaching (biber, conrad, & cortés, 2004), • variation across published writing in history journals between languages, argentinian spanish and american english (cortés, 2008), among others. the pedagogical importance of these studies lies on the fact that successful adaptation to an academic community depends on understanding how the members of such community, field experts, or successful users of english, sues (prodromou, 2003), create and articulate discourse. lexical bundles in their three types seem to be definite aspects in this adaptation process, something that concerns eap/esp students and teachers. lexical bundles in spoken discourse: potential areas of study the above-mentioned studies on lexical bundles cover several important aspects of discourse in academia; however, as pointed by biber et al. (2004) and biber and barbieri (2007) spoken academic discourse has received considerably less attention than written academic discourse; this assertion also applies to studies on lexical bundles in lexical bundles in academic presentation nausa no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 264 academic genres. there seem to be other areas of academic discourse that could potentially be explored from a lexical bundle method. one potential area of studies in the spoken genres is the study of lexical bundles in the academic presentation. studies on lexical bundles in academic spoken genres have mainly focused on interviews (larsson, 2011; de cock, 2004), academic lectures (nesi & basturkmen, 2006; deroey & taverniers , 2012), classroom instruction (biber, conrad, & cortés, 2004); conversation (conrad & biber, 2004), and labs, office hours, study groups, service encounters (biber et al., 2004). however, the academic presentation appears to be one of less analyzed areas with the lexical bundle method, and is usually addressed from other linguistic and academic approaches. hyland (2009) classifies the conference presentation as a spoken genre within the research genres. other genres which could fall into the category of academic presentation are the oral presentation (undergraduate genre) and the viva voce defense (postgraduate genre), but the author classifies them into the category of student discourses, as opposed to research and instructional discourses. in either case, hyland also admits that there is little research in this area given the difficulties that emerge by having to videorecord and transcribe data, and also, by the inclusion of nonverbal data. academic presentations have also been analyzed as monologues from conversation analysis based on (a) their turn – taking aspects (e.g., talk vs. non-talk), (b) nonverbal aspects such as engagement with the audience through visual contact or body posture, and (c) interaction with objects (rendle-short, 2006). rendle-short also admits that in the area of conversation analysis, regarding the structure of monologic talk and nonverbal aspects of this type of institutional talk “… no research ha[d] been carried out with respect to academic presentation…” (p. 2). in 2002, a textbook based on micase corpus information, giving academic presentations (reinhart), published by the university of michigan press, made a very interesting contribution to the study of the academic presentation but from a pedagogical perspective. this book presents different types of academic presentations classified into types of speeches: presentation of a speaker, object, procedure, concept, chronology, and problem solution. each type of speech is exemplified with models taken and adapted from micase; additionally, the book illustrates the different parts of the speeches and explains specific strategies that are used to convey information. in this book, the three types of bundles that biber, conrad, and cortés (2004) propose are identifiable and are overtly taught; however, they are not referred to as lexical bundles in academic presentation nausa no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 265 bundles. an example of this is in the problem-solution speech chapter, in which some strategies like providing an overview to organize talk are presented in the form of discourse organizing bundles (e.g. i’m going to…) (p. 134). what is interesting about the textbook is that there is no specific claim about it being based on a particular series of studies although the use of micase is mentioned in several parts of the book. another area in which lexical bundles have not been deeply explored is the study of these multiword units in efl l1 spanish contexts. a search for studies in the use of lexical bundles in academic speaking by l1 spanish students of efl yielded only two results: the first (sánchez, 2013) focuses on the variation in interviews with l1 and l2 undergraduate students and a comparison to previous studies (chen & baker, 2010), and the second (torres, 2013) discusses the importance of including lexical bundles in clil instruction in colombian universities. a third area in which there can be an interesting exploration of the use of lexical bundles in academic presentations is in the comparison of different languages. the studies of language varieties, “… can show the difference in frequency of particular features, [and] are often used to demonstrate the lack of direct equivalence between apparently similar aspects of related languages” (hunston, 2006). again, as in the other underexplored areas, there appear to be few studies related to the topic of lexical bundles in the academic presentation. one study that is close to this topic is bellés (2006). in this study, the author contrasts the use of discourse markers between spanish and north american lectures. this study, which takes a contrastive rhetoric form, focuses on the differences in the use of micro-markers, macro-markers, and operators between these two types of lectures. although the constructs used in this study come from other frameworks, we can find equivalences that could be translated into the lexical bundle approach proposed; for example, macro-markers (chaudron & richards, 1986, as cited in bellés, 2006) can be correlated to discourse markers bundles (e.g. another interesting development was…). however, as stated above, this research analyses the lecture, a genre typical of professors, not of students. the research proposed in this study intends to focus on these areas of potential study to contribute further knowledge to the topic of lexical bundles as used in academic presentations in eap/efl contexts. to achieve this, it will focus on academic presentations in english given by colombian phd-level efl students as compared to their own presentations in spanish and to presentations given by englishspeaking counterparts. lexical bundles in academic presentation nausa no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 266 conclusion based on the literature reviewed, it possible to conclude as to the benefit of studying lexical bundles in the academic presentations of colombian phd-level eap students. on the one hand, the review demonstrates that this particular genre has been underexplored not only from a lexical bundle type of methodology but also from other kinds of traditional discursive analysis. on the other, the review also highlights the fact that this lack of exploration can also be said of contexts where english is used as a foreign language. other particular aspects of potential study of lexical bundles in the academic presentation that are presented here and that justify the project include: (a) academic presentations given by phd level students, (b) academic spoken english in the colombian efl context. the proposed research, which this literature review is part of, has the potential to make several theoretical and pedagogical contributions in the fields of corpus linguistics, and foreign language learning and teaching. in the area of corpus linguistics, this research will contribute a description of lexical bundles use in an academic discourse that has not been explored in depth: the academic presentation. this will contribute new information or help to confirm previous studies on similar academic spoken genres such as lectures or seminars. second, it will make an original contribution to the study of academic spoken english in the context of colombian universities; as explained above, there are no accounts of descriptions made of this genre in the colombian context. it will then pave the way for corpus linguistics studies in second language learning in colombia; corpus linguistics studies have been mainly carried out in the study of institutional discourses or regional varieties of colombian spanish. from a practical standpoint, the results of this research will be directly relevant to the colombian education tertiary system in regards to the learning of foreign languages. today, university level institutions are more concerned with providing their students with foreign language learning that accounts for their students’ language needs regarding the divulgation of their work and the adaptation to international academic communities. these institutions can benefit from this research in several ways. first, the results of insights into the use of lexical bundles by colombian learners can inform pedagogical decisions related to what language (vocabulary) should be learned. for example, in the case of high occurrences of negative transfer from l1 to l2 (e.g. in this order of ideas, which the author has identified as a commonly used discourse bundle), more standard discourse bundles to perform the same communicative function would be selected (e.g. based on the above…. lexical bundles in academic presentation nausa no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 267 following this train of thought…). second, information about transfer from l1 to l2 can be used to facilitate the learning of lexical bundles; for example, teachers might foster cases of similarity and warn or take variability cases as pedagogical aids for teaching. third, information on lexical bundle variation correlated to language proficiency can be used to create cut-scores in program level description; for example, and following hyland (2009), it is expected that more proficient learners use a higher amount and more complex (more than two words) lexical bundles than less proficient learners, which could serve as an aspect to describe different levels of proficiency related to vocabulary knowledge and use. finally, although not necessarily the objective of this research, corpus linguistics analysis of bundles might foster the use of corpora and corpus tools as pedagogical aids for class instruction. references annelie, ä., & erman, b. (2012). recurrent word combinations in academic writing by native and non-native speakers of english: a lexical bundles approach. english for specific purposes 31(2), 81-92. bellés, b. (2006). discourse markers within the university lecture genre: a contrastive study between spanish and north-american lectures. barcelona: universitat jaume.humanities and social sciences faculty. english studies department. biber, d. (2006). stance in spoken and written university registers. journal of english for academic purposes 5(2), 97-116. biber, d., & barbieri, f. (2007). lexical bundles in university spoken and written registers. english for specific purposes 26(3), 263-286. biber, d., & conrad s. (1999). lexical bundles in conversation in conversation and academic prose. in h. hasselard, & s. oksefjell, out of corpora: studies in honor of stig johansson (181-189). amsterdam: rodopi. biber, d., conrad s., & cortés, v. (2004). if you look at...: lexical bundles in university teaching and textbooks. applied linguistics, 25(3), 371-405. biber, d., conrad, s., reppen, r., byrd, p., helt, m., clark, v., et al. (2004). representing language use in the university: analysis of the toefl 2000 spoken and written academic language corpus. princeton, nj: educational testing service. lexical bundles in academic presentation nausa no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 268 biber, d., johansson, s., leech, g., conrad, s., & finegan, e. (1999). the longman grammar of spoken and written english. london: longman. chaudron, c., & richards, j. (1986). the effect on discourse markers in the comprehension of lectures. applied linguistics, 7(2), 113-127. chen, y.-h., & baker, p. (2010). lexical bundles in l1 and l2 academic writing. language learning & technology, 14(2), 30-49. conrad, s., & biber, d. (2004). the frequency and use of lexical bundles in conversation and academic prose. lexicographica (20), 56-71. cortés, v. (2004). lexical bundles in published and student disciplinary writing: examples from history and biology. english for specific purposes 23(4), 397-423. cortés, v. (2008). a comparative analysis of lexical bundles in academic history writing in english and spanish. corpora, 3(1), 43-57. de cock, s. (2004). preferred sequences of words in ns and nns speech. belgian journal of english language and literatures (bell), 225-246. deroey, k. l., & taverniers, m. (2012). just remember this: lexicogrammatical relevance markers in lectures. english for specific purposes 31(4), 221-233. decarrico, j., & nattinger, j. r. (1988). lexical phrases for the comprehension of academic lectures. english for specific purposes, 7(2), 91–102. erman, b., lewis, m., & fant, l. (2013). multiword structures in different materials, and with different goals and methodologies. in j. romero-trillo, yearbook of corpus linguistics and pragmatics 2013: new domains and methodologies (77-104). newcastle, uk: springer. evison, j. (2013). a corpus linguistic analysis of turn-openings in spoken academic discourse: understanding discursive specialisation. english profile journal, 3(1), 1-24. halliday, m. (1988). on the language of physical science. in m. ghadessy, registers of written english: situational factors and linguistic features (162-178). london: ols. hunston, s. (2006). corpus linguistics. in k. brown, encyclopedia of language and linguistics (234-248). amsterdam: elsevier. lexical bundles in academic presentation nausa no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 269 hyland, k. (1994). hedging in academic writing and eap textbooks. english for specific purposes, 13(3), 239-256. hyland, k. (2008). as can be seen: lexical bundles and disciplinary variation. english for specific purposes, 27(1), 4-21. hyland, k. (2009). academic discourse. london: continuum. khuwaileh, a. a. (1999). the role of chunks, phrases and body language in understanding co-ordinated academic lectures. system, 27(2), 249–260. larsson aas, h. (2011). recurrent word-combinations in spoken learner english: a study of corpus data from swedish and norwegian advanced learners. oslo: university of oslo. lin, c. y. (2012). modifiers in base and micase: a matter of academic cultures? english for specific purposes, 31(2), 117-126. michigan corpus of academic spoken english. (n.d.). retrieved from micase publications and presentations: http://micase.elicorpora. info/micase-publications-and-presentations moon, r. (2000). vocabulary connections: multi-word items in english. in n. schmitt, & m. mccarthy, vocabulary description, acquisition and pedagogy (40-63). cambridge: cambridge university press. nesi, h., & basturkmen, h. (2006). lexical bundles and discourse signalling in academic lectures. international journal of corpus linguistics, 11(3), 283-304(22). prodromou, l. (2003). in search of the successful user of english. modern english teacher, 12(2), 5-14. reinhart, s. (2002). giving academic presentations. michigan: michigan series in english for academic & professional purposes. rendle-short, j. (2006). the academic presentations: situated talk in action. farnham: mpg books group ltd, uk. sánchez, p. (2013). lexical bundles in three oral corpora of university. nordic journal of english studies, 13(1), 187-209. staples, s., egbert, j., biber, d., & mcclair, a. (2013). formulaic sequences and eap writing development: lexical bundles in the toefl ibt writing section. journal of english for academic purposes, 12(3), 214-225. swales, j. (1990). genre analysis: english in academic and research settings. cambridge: cambridge university press. lexical bundles in academic presentation nausa no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 270 torres, s. (2013). a role for lexical bundles in the implementation of content and language integrated learing programs in colombian universities. english today, 29(2), 40-45. author * ricardo a. nausa t. holds a b.a. in philology and languages from the universidad nacional de colombia and a m.a. in applied linguistics to tefl from the universidad distrital francisco josé de caldas, colombia. he is currently teaching english for academic purposes at universidad de los andes where he is also the coordinator of the english for doctoral students program. his interests include corpus linguistics, conversation and discourse analysis, teaching of academic writing and oral presentation skills, call, and learning strategies. lexical bundles in academic presentation no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 7 editorial josephine taylor* initiation and order in academic publishing first time authors face a number of difficulties when submitting and publishing articles for the first time. the context of academic publishing is in general a closed order of discourse which allows participation only by the initiated. newcomers are subtly or overtly discouraged. as foucault describes, the order of this discourse is dictated from above and its hegemony is protected, often violently, through the filters of peer reviewers, editors and outside evaluating entities. this order is imposed in the interest of “quality;” in the case of colombia, a clear preference for original research or exhaustive literature reviews over other forms of academic expression, for example short articles, research reports, teaching ideas or editorials. as the governing and evaluating entities in colombia mention explicitly, this quality is necessary to fuel the desired broad exchange of views which extend beyond the boundaries of the publishing institution, the region or the country. nevertheless, this supposed broad exchange of views adheres even more closely to one standard univocal discourse than sometimes within country-specific publications, where less attention may be paid to the rigors of the reigning stamp of the word, and more freedom of expression and liberty of form may be evident. in general, publication in international journals requires authors to master a set of very rigid standards of discourse and form, as well as a clear preference for one standard format for research articles. editors in particular are entrusted with the task of enforcing this set discourse through a process of sometimes violent interventions into the voice of the author and the words she chooses to use to express herself. by aiding new authors to publish for the first time, more novices are initiated into the elite group of the published. being published is the mark of arriving as an academic today. those who have published vs. those who have not, and what they have published is constantly under review and speculation by the community at large and the specific discipline. in spite of the daunting prospect of writing for publication for the first time, new initiates readily accept the challenge and the sweat of multiple revisions and corrections of their work for the privilege of membership in this select group. no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 8 the dichotomy of exclusion and inclusion, of novice and expert, of first-time author and established expert is a pervasive reality in academic publishing in colombia and elsewhere. while it is certainly worthwhile to encourage alternative forms of expression within the academic community, it remains the charge of academic journals such as gist to publish within the accepted scope of academic discourse. it is also incumbent upon publications such as ours to disseminate, in first order, original research in the field of bilingual and language education and learning. it is with this task that gist set out this year to recruit and mentor a number of first-time authors in this seventh number of the journal. the fruits of our labor can be seen in this year’s issue of the journal, in the form of first-time publications by local teacher-scholarresearchers, whose work rests alongside studies by well-established and veteran authors from several countries. the result is a testimony to the interest, perseverance and talent within our own community, and the potential of local authors to join, if they wish, the order of academic discourse internationally. it is our hope that this number of gist manages to establish the rich exchange of viewpoints which is the proposed intention of academic scholarship. gist this year features a number of related articles clustered around several areas of interest, including culture, community, teaching, language policy and teacher development. in terms of the bond between language and culture, sasan and moghadam examine teachers’ beliefs about teaching culture and contrast that with their actions in the classroom, exploring the apparent discord between the two. leonardo herrera explores the changing linguistic standards in mass cultural media. three articles deal with the value of connections to the community, beyond the walls of the classroom, and how this might be particularly beneficial to teachers in training as well as students’ education. alma rodríguez describes how pre-service teachers work within real-life contexts to develop meaningful community-based projects, such as pet welfare campaigns. peralta and galaviz both argue the impact of recognizing the home culture and understanding the relationships between home, school and community in pre-service teachers’ students’ education. castillo and camelo explore how parental involvement can be beneficial to children’s english language education even though parents may not speak the language themselves. the thread of teacher education extends to two articles which explore crucial junctures in the lives of teachers in training. rebeca no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 9 tapia explores pre-service teachers’ expectations of thesis supervisors and points out the fundamental role they play in guiding students through this final stage of becoming licensed teachers. mary anne mcdanel de garcía addresses the issue of how novice student teachers acquire the ethical and moral judgment required to assume personal and administrative responsibilities in professional contexts. a number of articles in this issue deal with information and communication technology (ict). ariza and súarez sánchez share a study in which the integration of ict tools in autonomy training resulted in significant steps on the part of teachers-in-training towards autonomous learning processes. carolina rodríguez argues for the need for general ict and e-moderating competencies in training programs for online english language tutors. related to the use of strategies for language learning, margarita arango presents evidence that strongly supports the integration of writing strategies in general task-based language classes for teenagers. an important contribution that colombian scholars can make to the broader academic debate is by sharing local language education issues. this enriches the understanding more generally of language and pedagogy and may possibly encourage reciprocal scholarship from countries with similar conditions and challenges. in this year’s issue, gist is privileged to share a number of reflections on the issue of bilingualism policies in colombia and the complexity inherent in their articulation and implementation in real academic settings. joya and cerón argue the need to examine bilingual language policy within the context of globalization, particularly in the case of latin america. carlo granados shares the challenging task of implementing language policies and practices in the concrete setting of university language education in bogotá and points to the need for a systematic approach to their implementation. in terms of implementing language practices in colombian contexts, yamith fandiño argues for the need for the english language teaching community in colombia to move far beyond the existing paradigm of 21st century skills and to promote the development of language programs that are designed to develop these skills in an integrated fashion. another localized but increasingly relevant area of research on use of english in university settings is presented by ricardo nausa, who reviews the relevant literature on the use of lexical bundles in academic presentations by non-native speakers of english. the international connection of this issue completes its circle as gist is particularly honored this year to feature an article no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 10 by stephen krashen, renowned linguist, researcher and scholar. his article explores the role of the monitor under conditions of direct pronunciation instruction. continuing the thread, our seventh number closes with a review of a publication on teaching pronunciation for language teachers in training. it is gist’s hope and conviction, in keeping with the institution’s mission, to continue aiding and mentoring novice researchers and firsttime authors from within our own community. we would encourage any newcomers who have completed research articles to submit their work to the journal in the hopes that our publication might continue to open new threads of inquiry and usher in a new generation of teacherscholar-researchers into the discourse community editor *josephine taylor received her ba in english and french from emory university and her ms in the teaching of english as second language from georgia state university, both in atlanta, georgia. she has been a teacher of english language and linguistics for more than 25 years, as well as administrator, curriculum designer, and external reviewer of language education programs in the u.s. and colombia. she has also worked extensively in english language publishing, as author, course developer and editor. josephine is currently the new editor of gist education and learning research journal and adjunct professor in the undergraduate and graduate bilingual teaching programs at the institución universitaria colombo americana, única. no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) gistseptiembre2011final2.indd 104 listening to graduates of a k-12 bilingual program: language ideologies and literacy practices of former bilingual students1 joel dworin2* university of texas at el paso, usa abstract this study investigated the language and literacy practices of five graduates of a spanish-english k-12 dual language immersion program through semistructured interviews to understand the residual impact of thirteen years in a spanish-english bilingual school program. drawing from sociocultural theory, the interviews also sought to provide an understanding of the participants’ specific social networks and uses of spanish and cultural affinities. transcripts of the interviews, which were 1-2 hours in length, were analyzed primarily for content related to language use, social networks, and cultural affiliations. coding by general themes that emerged was done first, and then patterns within and across interview transcripts were identified and analyzed. the basic research question guiding this interview study was: what can be learned about the spanish-english bilingualism and biliteracy of former students who attended a 13-year bilingual school program? three main findings were: 1) all of the former students reported being bilingual and biliterate in english and spanish; 2) two prominent language ideologies in the everyday uses of spanish by the participants were identified. one language ideology may be described as a functional language ideology, where spanish was used primarily to accomplish only specific, limited kinds of communication with others. the other language ideology was one where linguistic and cultural affinities with native spanish speakers were a key part of the participants’ orientation and use of spanish; and 3) the issue of who may be reaping the most benefits from the k-12 dual language immersion program arose through an analysis of the interviews, especially at the secondary levels, because of the relatively small numbers of latina/o students that completed the program. the findings are significant because they indicate some of the strengths and limitations of k-12 bilingual programs in the u.s. given that there has been very little research in 1 received: april 28th, 2011 / accepted: july 22nd, 2011 2 email: jedworin@utep.edu gist education and learning research journal. issn 1692-5777. no. 5, november 2011. pp. 104-126 no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 105 this area, the study provides educators and researchers with important concerns in bilingual education program implementation, as well as areas for further research. keywords: dual language immersion, language ideologies, biliteracy, latina/o students resumen este estudio investiga las prácticas de lenguaje y lectoescritura de cinco egresados de un programa de inmersión dual en español e inglés de pre-escolar a bachillerato. la información se obtuvo a través de encuestas semiestructuradas que permitieron comprender el impacto residual de estar inmerso 13 años en un programa escolar bilingüe (español – inglés). partiendo de la teoría sociocultural, las entrevistas también proporcionaron información que permitió comprender las redes sociales de los participantes, su uso del español y sus afinidades culturales. las transcripciones de las entrevistas, las cuales tenían una duración de una a dos horas, permitieron analizar, en primera instancia, los contenidos relacionados con el uso del lenguaje, las redes sociales y afinidades culturales. en primer lugar, se categorizó la información por temas generales y posteriormente se analizaron los patrones identificados en las entrevistas. la pregunta central de investigación, que orientó este estudio de entrevista focalizada, giró en torno a la siguiente pregunta: ¿qué se puede aprender sobre bilingüismo (español – inglés) y competencias lecto-escritas bilingües en alumnos que asistieron 13 años a un programa escolar bilingüe? los resultados permitieron concluir lo siguiente: 1) todos los alumnos manifestaron ser bilingües y poseer competencias lecto-escritas tanto en inglés como en español. 2) los participantes identificaron dos enfoques lingüísticos en el uso cotidiano del español. el primer enfoque lingüístico puede ser descrito como un enfoque funcional del lenguaje, en el cual el español es utilizado principalmente para llevar a cabo un tipo limitado de comunicación con otros. el segundo enfoque se refiere a las afinidades lingüísticas y culturales con hablantes nativos del idioma español, las cuales fueron parte clave de la orientación de los participantes en el uso del español. 3) la cuestión de quién puede obtener la mayor parte de los beneficios del programa de doble inmersión lingüística se obtuvo a través del análisis de las entrevistas especialmente en niveles secundarios debido al número reducido de estudiantes latinos que culminaron el programa. los resultados encontrados son significativos porque indican algunas fortalezas y limitaciones de los programas bilingües impartidos desde preescolar a bachillerato en los estados unidos. al existir pocas investigaciones en esta área, el estudio proporciona información a docentes e investigadores sobre la implementación de programas bilingües, así como temas para futuras investigaciones. palabras claves: inmersión lingüística dual, enfoque lingüístico, lectoescritura bilingüe, estudiantes hispanos resumo este estudo pesquisa as práticas de linguagem e leito-escritura de cinco egressos de um programa de imersão dual em espanhol e inglês de pré-primária no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 106 a ensino médio. a informação se obteve através de enquetes semi-estruturadas que permitiram compreender o impacto residual de estar imerso 13 anos em um programa escolar bilíngue (espanhol – inglês). partindo da teoria sociocultural, as entrevistas também proporcionaram informação que permitiu compreender as redes sociais dos participantes, seu uso do espanhol e suas afinidades culturais. as transcrições das entrevistas, as quais tinham uma duração de uma a duas horas, permitiram analisar, em primeira instância, os conteúdos relacionados com o uso da linguagem, as redes sociais e afinidades culturais. em primeiro lugar, categorizou-se a informação por temas gerais e posteriormente analisaram-se os padrões identificados nas entrevistas. a pergunta central de pesquisa, que orientou este estudo de entrevista focalizada, girou em torno à seguinte pergunta: o que se pode aprender sobre bilingüismo (espanhol – inglês) e competências leito-escritas bilíngues em alunos que assistiram 13 anos a um programa escolar bilíngue? os resultados permitiram concluir o seguinte: 1) todos os alunos manifestaram ser bilíngues e possuir competências leitoescritas tanto em inglês como em espanhol. 2) os participantes identificaram dois enfoques linguísticos no uso cotidiano do espanhol. o primeiro enfoque linguístico pode ser descrito como um enfoque funcional da linguagem, no qual o espanhol é utilizado principalmente para levar a cabo um tipo limitado de comunicação com outros. o segundo enfoque se refere às afinidades linguísticas e culturais com falantes nativos do idioma espanhol, as quais foram parte chave da orientação dos participantes no uso do espanhol. 3) a questão de quem pode obter a maior parte dos benefícios do programa de dupla imersão linguística obteve-se através da análise das entrevistas especialmente em níveis secundários devido ao número reduzido de estudantes latinos que culminaram o programa. os resultados encontrados são significativos porque indicam algumas fortalezas e limitações dos programas bilíngues dados desde pré-primária a ensino médio nos estados unidos. ao existir poucas pesquisas nesta área, o estudo proporciona informação a docentes e pesquisadores sobre a implementação de programas bilíngues, assim como temas para futuras pesquisas. palavras chaves: imersão linguística dual, enfoque linguístico, leitoescritura bilíngue, estudantes hispânicos the present climate in the united states for bilingual education is not a very encouraging one, with growing resentment toward immigrants (bondy, 2011; chomsky, 2007; fetzer, 2000; galindo & vigil, 2011) the passage of anti-bilingual education laws in california, arizona and massachusetts, and an attempt to eradicate bilingual education in colorado in 2002. the language ideologies represented in the debates regarding bilingual education include english-only and xenophobic perspectives (crawford, 2008; garcía & bilingual program: language ideologies and literacy practices dworin no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 107 kleifgen, 2010) that promote the dismantling of bilingual programs. most bilingual programs that do exist are transitional bilingual education programs, where the goal is to transition students into allenglish instruction as soon as possible, rather than developing students’ bilingualism (ovando, combs & collier, 2006). at the same time, however, dual language immersion programs (also known as two-way immersion) have been implemented in more than half of the states. unlike transitional bilingual programs, one of the main goals of these programs is the development of students’ bilingualism and biliteracy. although dual language immersion programs represent a small percentage of bilingual education programs in this country, they are growing rapidly in numbers, with 393 programs in 29 states and the district of columbia. of these, only 11 public school dual language immersion programs span grades k-12 in the u.s. (center for applied linguistics, 2011). in addition, many proponents of bilingual education view dual language immersion programs as the best type of program for developing latina/o students’ bilingualism and biliteracy (fitts, 2006; howard & sugarman, 2007; lindholm-leary 2001). this interview study focused on identifying language and literacy practices of graduates of a spanish-english k-12 dual language immersion program in a large, metropolitan area in southern california. in addition, issues related to the development of cultural identities of the participants were examined, especially the ways in which language ideologies may have influenced their specific social networks, uses of spanish and cultural affinities (gonzález, 2001; 2005; woolard, schiefflin & kroskrity, 1998). there has been almost no research that examines the residual impact of thirteen years of bilingual schooling for graduates of such programs; in fact, i have been unable to find a single study that does so. this work provides educators with some insights into how young adult graduates of a k-12 dual language immersion program use english and spanish in their daily lives as well as how they position themselves and others within spanish-speaking contexts. most importantly, this study raises significant issues for researchers in an area that has received little attention. additional research into k-12 bilingual programs is necessary to understand the consequences of such programs for students and to address some of the concerns regarding dual language immersion and language minority students. the article is organized as follows: first, i begin with the theoretical perspectives that have informed this study. second, i discuss dual language immersion programs and relevant research. next, i bilingual program: language ideologies and literacy practices dworin no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 108 discuss the study, followed by brief portraits of the participants. then, i discuss the themes that emerged from analysis of the interviews. finally, i provide some concluding remarks including areas for further research. theoretical framework the theoretical perspectives that inform this work draw from a number of disciplines, including theory and research in language and literacy development, anthropology, bilingual education, psychology, and sociolinguistics. it is informed by sociocultural theory (gee, 2008; lewis, enciso & moje, 2007; moll, 1990) as well as work done in examining language ideologies (gonzález, 2001; valdez, 2009; woolard & schiefflin, 1998). this theoretical framework emphasizes a focus on the broader social, institutional, and cultural contexts of schooling, including issues of privilege and power in society. it is inspired by the work of vygotsky and others, in attempting to understand language, thinking and literacy as socially mediated and situated within the historical and cultural contexts in which they occur. central to this perspective is an understanding of the importance of social mediation, and its role in learning; that is, people learn through their participation in social practices, and that all human action is mediated by tools and signs, especially language (vygotsky, 1978; moll, 2001, 1990). language ideology is a concept used in different ways among linguistic anthropologists and others. however, despite these varied uses, “…what makes the term useful in spite of its problems, is a view of ideology rooted in or responsive to the experience of a particular social position…” (woolard & schiefflin, 1994, p. 58) and its association with power, its uses, and the reproduction of dominant/ subordinate relations. i use the term language ideologies to refer to “the body of an individual’s ideas, attitudes and beliefs about the learning and use of language” (valdez, 2009, p. 2), which affect their actual uses of language(s) in everyday life. there is a small but growing number of studies that examine language ideologies within dual language immersion programs. for example, fitts studied fifth grade students in a dual language elementary school to understand the relationship between beliefs and practices toward bilingualism and bilingual practices, as well as whether those beliefs and practices worked to either challenge or reproduce inequitable relations. she found that the school was doing well in developing students’ bilingualism and challenging inequitable relations, although there were areas that needed further attention by teachers and the administration (fitts, 2006). in another study, gonzález and her colleagues examined bilingual program: language ideologies and literacy practices dworin no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 109 how language ideologies influenced the implementation of a whole school, dual language immersion program in an elementary school. they found that, as a result of the strong commitment of the teachers, administrators and parents, the school “provided an ideological space not only for the development of bilingualism and biliteracy but also for multidiscursive practices and readings of the world” (gonzález, 2005, p. 173). several other studies have also examined the influence of language ideologies in dual language immersion programs (mccollum, 1999; pacini-ketchabaw & almeida, 2006; rubinstein-avila, 2002; scanlan & palmer, 2009). a common perspective from these studies is that language ideologies influence the ways in which students identify with, and position themselves, as learners and users of the two languages. that is, if for example, a student had positive associations with the minority language, they may be more inclined to appropriate and use that language within both school and out-of-school contexts. students’ social identities (broadly conceived) at the outset of, and during, bilingual schooling certainly influence their attitudes regarding learning and using the minority language, but these social positions are also shaped and influenced by broader societal ideologies regarding the status of the minority language, and therefore, the desirability of learning to use that language (reyes, 2006). of course, the processes of schooling themselves may also affect students in both positive and negative ways, and these processes, too, are informed by language ideologies in society: the attitudes, beliefs and their resultant practices toward specific languages (and the groups of people that use them) (fitts, 2006; scanlan & palmer, 2009). the point here is that young people, like all of us, are influenced by the social worlds around them— and their attitudes, beliefs and practices regarding language(s) are no exception. as noted by moll, sáez & dworin, (see also gutiérrez, 2002; halcón, 2001; shannon, 1995) the dominant language ideologies in the u.s. towards spanish have often been a negative influence for many latina/o children: it is the unfortunately the case that some children internalize the negative societal attitudes toward spanish, toward bilingualism, and toward their ethnic groups, regardless of teachers’ efforts. there is, in fact, a long tradition in this country of degrading in schools anything that is not anglo-saxon, what spring (1994) calls the “deculturalization” process of schooling (2001, p. 439). this study was influenced by theoretical perspectives from work in both sociocultural views on languages and literacy development and language ideologies. sociocultural theories provided the key understanding that language learning and use are always social, as well bilingual program: language ideologies and literacy practices dworin no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 110 as individual practices. in attempting to learn about the participants’ uses of spanish and english, sociocultural perspectives supported my thinking in the development of key areas to explore in the interviews, such as family background, friends and other social networks, recollections about experiences in the immersion program, etc. this emphasis on the social nature of language use assisted in analyzing statements made by kathy, marie, teresa, nina, and chelsea about their academic experiences, personal and social activities, both currently and in the past, and especially how they appeared to situate themselves vis-à-vis spanish-speakers. in other words, a sociocultural analysis of language and literacy use must view these practices as constituted within specific social contexts, such as homes, school, worksites, and communities and must focus on both individual’s language practices and perspectives, as well as the conditions in which they occur, including the broader social and ideological issues. using language ideologies as a conceptual lens helped me to connect and make sense of the reported language practices, social networks, and cultural affinities of the participants. that is, their perspectives on the use of languages became more transparent through an examination of their language practices, which are never done as isolated acts; rather they represent broader “ideologies-in-action” whether these views are consciously held by the individuals or not (gee, 2008; woolard, schiefflin, & kroskrity, 1998). making sure to learn about the different personal histories and social positions of each of the participants through specific interview questions and areas of inquiry was also influenced, in part, by some of the work that has been in language ideologies, and providing a means to glimpse the participants’ ideologies about language(s) and its value in their lives. dual language immersion programs dual language immersion programs are viewed by many researchers and educators as the best approach for developing students’ bilingualism and biliteracy, high academic achievement, and cross cultural competencies (fitts, 2006; howard & sugarman, 2007; lindholm-leary 2001). the support for dual language immersion programs is based upon a number of research studies. for example, lindholm-leary (2001) has done extensive research in a two-way immersion elementary school in california as well as numerous other school sites, documenting that both the latina/o and anglo students have become bilingual and biliterate, with high levels of academic achievement and had positive cross cultural experiences. other research has produced similar evidence regarding dual language immersion programs (see e.g., fitts, 2006; lindholm-leary 2001). bilingual program: language ideologies and literacy practices dworin no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 111 at the same time, however, a number of researchers have raised important questions regarding two-way immersion programs, especially issues related with language, culture and power. for instance, valdés raised several concerns regarding dual language immersion programs, with the most salient one being issues regarding language and power, including questions about whether prejudice and discrimination by members of the dominant culture can be decreased by their children’s study of minority languages (valdés, 1997; see also scanlan & palmer, 2009). this concern relates to the fact that dual language immersion programs attempt to provide education for two different groups of students, those who have been identified as second language learners of english and english-speaking (predominantly white) students who are learning a minority language. others have raised similar issues regarding dual language immersion programs, especially those related to social and economic inequities and education (edelsky, 2006; mccollum, 1999; palmer, 2007; shannon, 1995; walsh, 1995). in other words, whether dual language immersion programs contribute to the reproduction of negative social class and racial dynamics for latina/os while simultaneously supporting the development of bilingualism and biliteracy for white, middle/upper class students. researchers have examined these concerns at the elementary school level (fitts, 2006; palmer, 2007; scanlan & palmer, 2009). this study is unique in that it explored some of these issues among students who had completed a k-12 dual language immersion program, where almost no research has been done. research questions although other related areas were also examined in this project, the basic research question that guided this interview study was: what can be learned about the english-spanish bilingualism and biliteracy of former students of a 13-year bilingual school program? there were several ancillary questions as well: 1. are the participants bilingual and biliterate? how much spanish do the participants use in their daily lives? for what purposes and with whom? 2. to what kinds of social networks do the participants belong and what might this reveal about their language ideologies? 3. how closely they align themselves with spanish speaking people and cultures? bilingual program: language ideologies and literacy practices dworin no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 112 methods i conducted semi-structured interviews with five former students (2 mexican american, 1 african american, and 2 european american) to understand the residual impact of thirteen years in a spanish-english bilingual school program. the interviews were audio-recorded and then transcribed. all of the participants were students in the same twoway immersion program from kindergarten through twelfth grade and who had graduated from the program; four of the five attended the program together and graduated from high school in 2005 and one of the participants graduated from high school in 1999. the interviews were approximately one to two hours in length, and topics included areas such as participant’s family background, friends and social networks, experiences in the dual immersion program, uses of english and spanish in daily interactions, affiliations with spanish-speaking communities, reasons for being in a bilingual program from k-12, occupational goals, and other areas. the interview transcripts were analyzed primarily for content related to language use, social networks, and cultural affiliations. coding by general themes that emerged was done first, and then patterns within and across interview transcripts were identified and analyzed (merriam, 1998; seidman, 2006). all of the names used are pseudonyms and were chosen by the participants. i met separately with each of the participants to conduct the interviews at a café. however, i did not have the opportunity to conduct data collection at any of the three schools that make up the k-12 dual language program, and therefore had to rely almost exclusively on the interview data for my analysis. so the issue that emerged from the interviews regarding latina/o students and whether the program serves them well is one that requires additional research for other forms of evidence to support or refute the participants’ statements. the k-12 two-way immersion program the participants in this study attended an elementary, whole school dual language immersion program. the school included grades k-5 and employed a 90/10 model. the program in their middle school was a strand within the school. the criteria for selecting and accepting students from the elementary dual language program into the middle school immersion program included a recommendation by an interviewer of the student candidates and scores on a standardized test (center for applied linguistics, 2011). language learning takes place primarily through content instruction and immersion classes use the same district-approved standards-based textbooks used by other schools in the district. assessment is done in both english and spanish. in middle school, bilingual program: language ideologies and literacy practices dworin no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 113 participants took the following classes in spanish: a) sixth grade: humanities; b) seventh grade: literature, social studies, spanish; and c) eighth grade: literature, social studies and spanish for spanishspeakers. in high school, they took two classes in spanish each semester, with choices in humanities, math, spanish and economics. more than 90% of students continue to high school from feeder middle schools (center for applied linguistics, 2011). the former students in the next section, i provide brief portraits of the participants to provide some background about each one, an understanding of their uses of english and spanish, and how language ideologies may have influenced their cultural affinities with spanish speaking people and communities. i first offer a portrait of kathy, followed by portraits of marie, teresa, nina and chelsea. kathy. kathy was a nineteen year old, mexican american female. she graduated from high school in 2005. at the time of the interview, she had just completed her first year of college at a research university in the area, where she was majoring in engineering. kathy was the first in her family to attend a four-year university. in high school, she took advanced placement classes in spanish, chemistry, calculus, spanish literature, and english. she began kindergarten in the dual language immersion program because her father liked the idea of spanish being taught to his daughter and the school was very close to her home. kathy reported that about 15 immersion students were in her high school graduating class. kathy’s mother works as a housekeeper and her father is employed as a gardener. her parents immigrated to the u.s. from mexico 30 years ago. she is the youngest in her family and has two older brothers and one older sister. several of her cousins attend the elementary school dual language immersion program. kathy’s first language was spanish. she speaks spanish with her parents and other family members, but english with her brothers and sister. kathy speaks english with many friends, but spanish with her best friend, her roommate, and other friends. she reported that she used english during much of her day because she was attending college. she speaks spanish on a daily basis with one of her roommates and with her mother in daily phone conversations. she writes and reads almost exclusively in english, except for internet use in spanish to keep up with current events in latin america. kathy also watches univision daily to stay current with news about latin america. bilingual program: language ideologies and literacy practices dworin no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 114 marie. marie was a nineteen year old, european american (white) female. she graduated from high school in 2005. she had just completed her first year of college, where she was planning to major in business and spanish. in high school, marie took advanced placement classes in english, spanish, spanish literature, psychology, and statistics. her mother enrolled her in the dual language immersion program in kindergarten because she thought it would be important for her to learn spanish “because so many people here speak spanish.” marie reported that about 20 immersion students were in her high school graduating class. marie’s mother is an administrator for a preschool program. she is from canada, and she was bilingual in french and english as a child. her father is a former history teacher who now works as a manager of several stores. marie’s mother lost her french when she moved to an english-speaking area of canada at the age of twelve. her father is a monolingual english speaker. marie has one younger sister who was attending the high school dual language immersion program. marie’s first language was english. she speaks english with her parents and other family members. with her friends, she speaks in english. marie speaks spanish almost exclusively in spanish classes. marie writes in spanish for spanish classes. she does no reading in spanish except for assignments in her spanish classes. with spanishspeaking friends, marie reported that she might speak to them in spanish only if they first spoke to her in spanish. she reported that she doesn’t have any friends in college that are native spanish speakers. teresa. teresa was a nineteen year old, african american female. she graduated from high school in 2005. she had just completed her first year of college, where she was a pre-med major because she wants to become a medical examiner. in high school, she took advanced placement classes in english, chemistry, spanish and calculus. her father enrolled her in the two-way immersion program in kindergarten because he knew the benefits of knowing another language and culture. teresa’s father was from california and worked as an engineer. he learned japanese because there were a lot of japanese clientele where he worked. her father died when she was twelve, and from that point on, her stepmother raised her. her stepmother’s background is french-armenian and she speaks french, armenian, and english. she is a homemaker who attended college but does not have a degree. teresa has two younger sisters and both were attending the two-way immersion program. bilingual program: language ideologies and literacy practices dworin no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 115 teresa speaks in english with her stepmother and her sisters. she uses spanish with friends who have taken spanish classes in college, a non-latina friend who lived in spain for two years, and when she volunteers as an esl tutor at the county penitentiary. teresa sometimes watches the news in spanish and she enjoys listening to music in spanish. she doesn’t read or write in spanish except for corresponding with a friend who was in costa rica for the summer and to help her sister with her homework. until she went to college, teresa reported that she never had any african american friends and had very few latina/o friends. describing her college experience she said, “that has changed. actually, i’d say like 99 percent of my friends are black, which is a completely new experience for me.” (transcript of interview with teresa, p. 28). nina. nina was a 25 year old, european american (white) female. she graduated from high school in 1999. nina reported that about 10 students graduated with her in the dual language immersion program. she has a bachelor’s degree in finance and worked for a stockbroker for several years. she was the first in her family to graduate from college. at the time of the interview, nina was working in a restaurant. she would like to eventually study for an mba in spain. in high school, nina took advanced placement classes in english, spanish, and spanish literature. her parents enrolled her in the dual language immersion program because they recognized the value and importance of knowing a second language, especially spanish in california. her mother is a preschool teacher and her father works as a mechanic. her mother is scottish and her father is english; both have lived in the u.s. for 30 years. nina has a brother who is one year younger than she is. english is the only language spoken at home. she regularly enjoys reading novels in english. in high school and college, she read a number of novels in spanish by latin american authors but no longer reads books in spanish. nina reported that she speaks spanish every day. she speaks spanish with her co-workers at the restaurant and with her friends. she occasionally reads a newspaper in spanish and websites on the internet. she always speaks spanish with two of her closest friends, and wrote to one of them in spanish for six months when he was out of the country. nina rarely writes in spanish in her daily life. she “loves movies in spanish” and sees them often. she listens to music in spanish on a regular basis and also enjoys dancing to music in spanish. bilingual program: language ideologies and literacy practices dworin no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 116 chelsea. chelsea was a nineteen year old, mexican american female. she graduated from high school in 2005. at the time of the interview, she was working for her family’s plumbing company and planning to attend the local community college in the fall. in high school, she took advanced placement classes in spanish, spanish literature, and english literature, and two classes in economics. she began kindergarten in the dual language immersion program because her parents wanted her to know standard spanish well. chelsea reported that there were about 20 immersion students were in her high school graduating class. chelsea’s mother works in the office of the family-owned plumbing company and her father is one of several plumbers. her father immigrated to the u.s. from mexico 30 years ago and her mother (who she described as “white”) is from california. she has one older sister and a younger sister and brother. her older sister graduated from the immersion program and her younger sister was attending it. chelsea grew up as a spanish-english bilingual. her father is bilingual and her mother knows some spanish. she speaks spanish with her father and other family members on his side, but english with her mother and siblings. chelsea speaks english with most of her friends, but she speaks spanish with some of them. she writes and reads in english, but sometimes translates from spanish at work to write invoices. findings there were three major themes that were identified in this study: 1) all of the former students reported being bilingual and biliterate in english and spanish; 2) the participant’s attitudes and beliefs regarding the value of knowing spanish were implicated through the analysis and it seems that their specific social histories and cultural identities may account for the variation in their language ideologies. in other words, each of the participant’s social positions appeared to be connected to how they used spanish, with whom, and for what purposes. 3) the issue of who may be reaping the most benefits from the dual language immersion program (the latina/o students or the white, european american students) arose especially at the secondary levels and raised questions for further study. bilingualism and biliteracy from the analysis of the interviews, it appears that all of the participants were both bilingual and biliterate in english and spanish. to varying degrees, all of them reported using spanish in their daily lives. while there certainly seems to be a diverse range in terms of the bilingual program: language ideologies and literacy practices dworin no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 117 purposes, types, frequency, and social networks in which spanish is used among the participants discussed here, all of them are bilingual. although most of them did not report a great deal of writing or reading in spanish on a daily basis, they all reported being capable of doing so. therefore, it appears that all of them are biliterate, in addition to being bilingual. the finding that the five former students of the immersion program are bilingual and biliterate is a significant one, given the antibilingual education law and the english-only ideological climate that exists in california. language ideologies, social networks and spanish language use the language ideologies that influenced the participants were evident in their descriptions of their social networks and uses of english and spanish. it is not surprising to note that there were some significant differences among the participants in the kinds of social networks that each was involved with as well as in their uses of spanish. some of these differences may be explained by the different ways that language ideologies helped to shape their social positions, social networks, and language use. through an analysis of the interviews, i identified two prominent language ideologies in the everyday uses of spanish by the participants. it is important to point out that these language ideologies are not simply about one’s social position vis-à-vis language; they are also intertwined with the dynamics of social class, as well as issues related to racial/ ethnic, social and cultural identities (gee, 2008; woolard, schiefflin & kroskrity, 1998). the first language ideology may be described as a functional language ideology, where spanish was used primarily to accomplish only specific kinds of communication with others. an example of this comes from marie, who reported that she used spanish almost exclusively with non-native spanish speakers in her college spanish classes: not here. like, when i’m in class and you’re doing a debate or something like that but not usually outside of class. just because everyone’s first language is english and it’s just easier to speak english, i guess. (transcript of interview with marie, page 12) the other language ideology was one where linguistic and cultural affinities with native spanish speakers were a key part of the participants’ orientation. one illustration of this language ideology comes from nina, whose social networks included diverse spanish speakers and where she reported speaking spanish daily in a variety of social contexts. bilingual program: language ideologies and literacy practices dworin no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 118 the participants that appeared to be most influenced by a functional language ideology were teresa and marie. both of them used spanish in somewhat limited ways in their everyday social interactions. for the most part, their use of spanish was limited to speaking with others who were in college spanish classes with them and were non-native speakers of spanish. although teresa spoke spanish as a volunteer tutor in the esl program for four hours per week, it appeared to be one of the few times that she interacted with native spanish speakers on a regular basis. this functional language ideology is also reflected in their social networks. teresa and marie did not report involvement with native spanish speakers as part of their social networks (with the exception of the esl tutoring mentioned above). at the same time, teresa reported occasionally watching the news in spanish and listening to music in spanish. she also corresponded with a friend who was in costa rica for the summer and helped her sister with her homework in spanish. marie, on the other hand, did not report using spanish much in her daily life except with classmates in her spanish classes. so while both were influenced by a functional language ideology, there were certainly some important differences in their regular uses of spanish. the three other participants, kathy, nina, and chelsea, reported linguistic and cultural affinities with spanish speakers and spanishspeaking communities through their uses of spanish. kathy used spanish with her parents and other family members, her friends and her roommate. in doing so, she maintained spanish as an important aspect of her cultural identity. nina used spanish with her co-workers and friends and often participated in cultural activities that were in spanish. she apparently had developed affinities with spanish-speakers and these were part of her daily life. chelsea reported speaking spanish with her father, other family members, and with some of her friends, as well as using spanish at work. thus, all three of them interacted regularly with their spanish-speaking social networks. the ways that language ideologies have influenced the english and spanish use by graduates of k-12 dual language immersion programs is an important area that warrants serious consideration among bilingual educators and researchers. we need to become more knowledgeable about the consequences of such programs to grasp their impact on the young people who have spent thirteen years as bilingual students. this study provided some insights into the language uses and ideologies of the graduates of one k-12 program. perhaps, however, the more important contribution is that it highlighted a topic that has received very little attention, despite its significance. further research by bilingual researchers into language ideologies and the residue of thirteen years of bilingual program: language ideologies and literacy practices dworin no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 119 bilingual schooling is needed for us to better understand the influence that dual language immersion programs have on former students. who is the program really serving? a key question that emerged from this interview study was: who is the program really serving? it is one that others have raised regarding dual language immersion programs at the elementary school level (see e. g., edelsky, 2006; mccollum, 1999; palmer, 2007; rubinstein-avila, 2002; valdés, 1997; walsh, 1995). although the k-12 dual language immersion program apparently was successful in meeting the goals of developing students’ bilingualism and biliteracy, the issue of who benefits most from the program and most importantly who does not, surfaced from the analysis of the interviews. at the center of this concern are the spanish speaking, latina/o students because it appears that they may benefit least from the program. in the interviews, several participants made comments regarding latina/o students and low academic achievement, not continuing with the program beyond elementary school, not being in the college track in high school, dropping out of school, and how few graduated from the high school immersion program. consider the following as just a few examples. when asked whether there were many students of color with her in advanced placement classes, kathy responded, “i think because it had been--i had been in those classes for so long--where i had gotten to it in middle school, where i was the only latina or there was another latino and that’s it.” kathy reported that she had two different groups of friends in high school: i had my latino friends and most of them weren’t doing very good in school, some of them were doing drugs, would skip school, just—not doing so good. and those were the people i’d hang out with during lunch. those were the people i’d go to the movies with. and then i had my friends in class, the kids who were at the same level as me, who—at least in high school, i was taking calculus with. and my other friends were taking algebra 2 or algebra 1. so it was very different, like it was two different worlds. (transcript of interview with kathy, p.14) in the following excerpt, nina offers her reasoning as to why there were very few latina/o students in the two-way immersion program in high school: and not a lot of the kids that i was in [elementary school] with continued in the program in high school. because once you get to high school, the program becomes ap—becomes advanced placement spanish. and not a lot of those kids were in it. i mean, i remember being in bilingual program: language ideologies and literacy practices dworin no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 120 ap spanish with three kids that i had gone to elementary school with. because it puts you on a college-bound track. and the kids that i went to [elementary school] with did not go to college. (transcript of interview with nina, p. 7) chelsea reported that there were not many latina/os in the twoway immersion program beyond elementary school: “no, more of them were english speakers…and then as it went on, it was more of the english speakers that stayed in it than the spanish speakers.” (transcript of interview with chelsea, p.13). if these observations, and others like them, are accurate, then it suggests that few of the latina/o students continue with the immersion program beyond elementary school and that many may not be in the college track in high school. it also raises additional questions, such as whether there is a higher percentage of college-bound latina/os coming out of k-12 bilingual programs than non-bilingual programs, as well as other significant issues that require further research, but a full discussion of them is beyond the scope of this article. the question of who do the programs really serve is at the heart of concerns raised by educators and researchers who promote high quality education for latina/o students. valdés (1997), for example, has noted that, “for minority children, the acquisition of english is expected. for mainstream children, the acquisition of a non-english language is enthusiastically applauded. children are aware of these differences” (p. 417; see also edelsky, 2006; palmer, 2009). it seems that while dual language immersion programs have been successful in producing bilingual and biliterate graduates, most of them are white european americans. so addressing the issue of few latina/o students continuing with a program is one that needs to taken seriously if such programs are to be equally beneficial for latina/o students. this is not to suggest that educators involved with such programs are unaware of or unconcerned with this issue. however, unless these programs recruit and retain more latina/o students at the middle and high school levels, they are likely to continue to best serve students and parents of privilege and power in the community. limitations the study is limited in several ways. first, it is based on interviews with a small number of graduates of a dual language immersion program, and thus the data is based on self-reports of the participants. second, there were no observations done of classrooms or interviews with teachers, parents, and others involved with the program, which bilingual program: language ideologies and literacy practices dworin no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 121 would enable triangulation of the data collected. third, although the interviews were 1-2 hours in length, they represent participant responses on one occasion, with no follow-up by the researcher on specific comments made by the participants. finally, i did not collect data from students who attended the elementary school dual language immersion program but did not continue with the program into middle school. this may have provided insights into the reasons why many of the latina/o students did not choose to stay in the program, and explained why there were relatively few latina/o high school graduates in the two-way immersion program. despite these limitations, the study is one of the very few to focus on graduates of a k-12 program and it raises issues for bilingual educators that need to be addressed if k-12 dual language immersion programs are to realize their full potential, especially for latina/o and other language minority students. conclusion this article discussed the reported language and literacy practices of five young adults who had spent 13 years attending a spanish-english dual language immersion program. it also examined some of the ways in which language ideologies may have influenced the participant’s specific social networks, uses of spanish, and cultural affinities. this research will serve as the basis for a longitudinal, qualitative research project that explores the areas for further research identified below. this was a small study with only five participants, and the data collection was limited to interviews. however, in addition to being what may be the first study to investigate language and literacy practices of young adults who experienced thirteen years of bilingual schooling, there are several contributions that it makes to our knowledge about the impact of k-12 bilingual schooling. first, as discussed above, the former students reported being bilingual and biliterate in spanish and english. although their use of texts in both languages has changed over time, it seems that this particular bilingual program may have been successful in achieving its goal of bilingualism and biliteracy, at least with these five young adults. while this may appear to be quite a modest finding, it does offer empirical support for the possibility of students engaging in a prolonged commitment with a spanish-english bilingual program through which they may appropriate academic spanish and english. this is no small achievement, given the strength and ubiquity of the hegemony of english in u.s. society (dworin, 2003; halcón 2001; shannon, 1995). it is an affirmative testimony to the efforts, knowledge, and determination of the teachers, staff, and administrators at the three schools that make up the immersion program. this is bilingual program: language ideologies and literacy practices dworin no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 122 especially the case when we consider that california eliminated almost all bilingual education programs with the passage and implementation of proposition 223 in 1998, and that the state education code explicitly forbids the use of any language other than english in public elementary schools (california education code, section 305-306). therefore, the finding that all of the former students of the immersion program reported being bilingual and biliterate is a significant one, and demonstrates the potential of k-12 bilingual schooling. the findings regarding the language ideologies of the participants are also significant because they indicate that the influences of schooling such as the k-12 bilingual program may be only a small part of a larger set of social and cultural dynamics that inform language practices of former bilinguals students such as those in the study. in other words, we might expect that after 13 years of attending spanish-english bilingual schooling, graduates of programs of this type would likely be using their bilingualism (and especially their abilities in spanish) on a regular, everyday basis in multiple domains of their lives. however, this appears not to necessarily be the case, at least amongst the five participants. although certainly more research is needed to provide a more in-depth understanding of the impact of k-12 bilingual programs, this study demonstrates how complex, fluid, and situated language use can be for young adult bilinguals from the same three schools. the finding regarding the small number of latina/o students is important, too, and raises important questions regarding the dual language immersion programs that others have posited (see edelsky, 2006; mccollum, 1999; palmer, 2007; valdés, 1997). as mentioned above, this is more of an issue that emerged from the interviews and was not one of the initial research questions of the study, and one that requires inquiry within the three schools. yet, if we are to give any credence to the statements of the five participants, it is an important area that raises concerns about equity and bilingual schooling for latina/o students. areas for further research the study identified several important areas for further research. one is the issue of the small number of latina/o students that continued in the program beyond elementary school. it is likely that there are multiple reasons that few latina/os stayed in the program and more research can inform educators regarding this key concern. related to this is the question of who is best served by these programs, the latina/o students or the white, european american students? this issue is thoroughly impacted by the dynamics of race, class, culture and bilingual program: language ideologies and literacy practices dworin no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 123 language in u.s. society and schools. further study of the exercise of power and privilege by middle/upper class white students and their families in two way immersion programs is necessary to address the critique raised by valdés and others (edelsky, 2006; mccollum, 1999; palmer, 2007; rubinstein-avila, 2002; valdés, 1997). finally, ethnographic research that focuses on the perspectives and experiences of the latina/o students in the k-12 immersion program is needed. such research would afford insights into many of the issues raised by critics of such programs and also provide the means to improve dual language immersion programs for all of their students. references bondy, j. m. 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(eds.), language ideologies: practice and theory. oxford: oxford university press. the author joel e. dworin, ph.d. and m.ed. in language reading and culture from university of arizona. he is currently working as associate professor in the department of teacher education at university of texas, el paso. his areas of research and teaching interests include language and literacy development, sociocultural theory and bilingualism, critical perspectives and learning. e-mail: jedworin@utep.edu no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) gistseptiembre2011final2.indd 12 translation priming effect in spanish-english bilinguals1 albeiro miguel ángel ramírez sarmiento2 * institución universitaria colombo americana-única, colombia abstract this article aims to establish the effects of masked priming by translation equivalents in spanish-english bilinguals with a high-intermediate level of proficiency in their second language. its findings serve as evidence to support the hypothesis that semantic representations mediate the mental association among non-cognates from a speaker’s first and second languages as proposed by grainger and frenck-mestre (1998) in their article entitled “masked priming by translation equivalents in proficient bilinguals.” the present article reports the results obtained from a graduation thesis3 written as a requirement for the m.a. degree in linguistics at universidad nacional de colombia. this project was finished in 2009 and was funded by the unit of research administration from the school of human sciences at universidad nacional de colombia, sede bogotá, through the contest “convocatoria de apoyo a trabajos de posgrado 2008-ii”. keywords: psycholinguistics, priming, effect, tachistoscopic tasks resumen el presente artículo pretende establecer los efectos de la preparación oculta a través de equivalentes de traducción en personas bilingües en español-inglés con un nivel intermedio-alto de competencia en segunda lengua. se realizó mediante un diseño pre-experimental de dos tareas taquistoscópicas bajo el paradigma de preparación oculta. los resultados aquí registrados sirven como evidencia para apoyar la hipótesis que afirma que las representaciones semánticas median la asociación mental entre cognados falsos de la primera y segunda lenguas de un hablante. el presente artículo reporta los resultados obtenidos para una tesis de grado4 escrita para obtener el título de magíster en 1 received: january 12th,2011 / accepted: july 22nd, 2011 2 email: angelram84@yahoo.com 3 the graduation thesis was directed by silvia baquero castellanos, professor at universidad nacional de colombia. 4 la tesis de grado fue dirigida por silvia baquero castellanos, profesora de la universidad nacional de colombia. gist education and learning research journal. issn 1692-5777. no. 5, november 2011. pp. 12-24 no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 13 lingüística en la universidad nacional de colombia. este proyecto finalizó en 2009 y recibió apoyo económico de la unidad de gestión de investigación (ugi) de la facultad de ciencias humanas de la universidad nacional de colombia, sede bogotá, mediante la “convocatoria de apoyo a trabajos de grado 2008-ii”. palabras claves: psicolingüística, priming, efecto, tarea taquistoscópica resumo o presente artigo pretende estabelecer os efeitos da preparação oculta através de equivalentes de tradução em pessoas bilíngues em espanhol-inglês com um nível intermédio-alto de competência em segunda língua. realizou-se mediante um desenho pré-experimental de duas tarefas taquistoscópicas sob o paradigma de preparação oculta. os resultados aqui registrados servem como evidência para apoiar a hipótese que afirma que as representações semânticas mediam a associação mental entre cognados falsos da primeira e segunda língua de um falante. o presente artigo reporta os resultados obtidos para uma tese de graduação escrita para obter o título de mestre em linguística na universidade nacional da colômbia. este projeto finalizou em 2009 e recebeu apoio econômico da unidade de gestão de pesquisa (ugi) da faculdade de ciências humanas da universidade nacional da colômbia, sede bogotá, mediante a “convocatória de apoio a trabalhos de graduação 2008-ii”. palavras chave: psicolinguística, preparação oculta, efeito, tarefa taquistoscópica attempting to directly observe visual word recognition in an individual seems difficult since this is by definition a mental (i.e. internal) process. therefore, researchers interested in exploring this phenomenon have developed indirect methods to obtain data with respect to visual word recognition in a reliable and quantifiable manner. such methods include tachistoscopic tasks, processes of controlled observation during which an individual must give a physical response to a visual stimulus (belinchón, rivière & igoa, 1992). examples of these tasks are lexical decision and semantic categorization, which will be explained below. a lexical decision task (ldt) is a procedure during which an individual must analyze strings of letters that appear in the center of a screen. after reading the letter string, the participant must decide whether it constitutes a word in a previously chosen language or not. for instance, “fresh” is a word in english while “ktmo” is not. the participant’s choice is communicated via a physical response, such as no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 14 pressing a key. this task provides two types of results: the amount of time in milliseconds required for each subject to report his/her answer, and the number of errors made by each individual during the task (belinchón, rivière & igoa, 1992). a semantic categorization task (sct), also called category verification, is a procedure during which a person must analyze words displayed in the center of a screen. after reading a word, the individual must decide whether it belongs to a specific semantic category (i.e. animals, fruits, etc.) or not. for instance, “orange” is a fruit while “chair” is not. the participant’s choice is reported via a physical response, such as pressing a key. in order to make an accurate decision, the participant must evoke the semantic meaning of the word analyzed found in his/her mental lexicon (balota & chumbley, 1984). this task provides the same two types of results given by a lexical decision task. tachistoscopic tasks can comprise sole letter strings appearing on a screen for the subject to analyze, but they can also provide other types of stimuli that supply additional information about word recognition processes. for example, tasks involving the masked priming paradigm comprise three stimuli: 1) a mask, a string of number signs (####) that usually remains on the screen for 500msec; 2) a prime, a string of letters in lowercase that appears on the screen very briefly (0 to 100msec); and 3) a target, a letter string in uppercase which the participant must analyze in order to make his/her decision. the relevance of the masking priming paradigm lies on the fact that a prime vanishes so rapidly that it is virtually impossible for the participant to consciously see it; instead, it is perceived unconsciously and might, therefore, affect the participant’s recognition of the target (forster, k., 2008). literature review numerous studies about bilingual visual word recognition involving tachistoscopic tasks have been conducted. however, only a handful of them have included non-cognates as their stimuli (de groot & nas, 1991; sanchez-casas, davis & garcía-albea, 1992; gollan, forster & frost, 1997). these studies agree that cognate primes trigger stronger facilitatory effects than non-cognate translation equivalents (gollan, forster & frost, 1997). furthermore, strong facilitatory effects caused by non-cognate translation primes have been found in crossscript priming (i.e. when the two languages do not share the same script, such as french and greek) (voga & grainger, 2007). grainger and frenck-mestre (1998) conducted and experiment that comprises the most important precedent for this project. their translation priming effect ramírez sarmiento no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 15 research consisted of evaluating the effects of using french words to prime its non-cognate translation equivalents in english during a lexical decision and a semantic categorization task. the participants were native speakers of english who were highly proficient in french and had lived in france for several years. their findings establish that at a duration of 43msec, french primes facilitate the category verification of their non-cognate translation equivalents in english during the semantic categorization task (sct), but no facilitatory effect is observed during the lexical decision task (ldt). this provides evidence that the relationships between non-cognates in a bilingual individual’s mental lexicon are semantically mediated (grainger &frenck-mestre, 1998). method participants twenty students from the b.a. degree in english philology from universidad nacional de colombia participated in this project voluntarily. ten of them were women and ten were men. they were enrolled in the last semester of their b.a. program (i.e. they had studied english as a foreign language for at least 3 and a half years) and had obtained a passing grade on the fce (first certificate in english), a test administered by the british council, which certifies a high-intermediate level of proficiency in english. the average age of the participants was 23.85 (±2.70) years old. before the experiment, they were asked to answer the edinburg handedness inventory (oldfield, 1971) in order to confirm their right-handedness. additionally, they completed a small survey in which they attested that they had never lived in an english-speaking country and did not have a physical or psychological pathology that could interfere with the experiments. design this project comprises two different experiments: one lexical decision task (ldt) and one semantic categorization task (sct). within each task, two different conditions were presented: 1) translation prime (i.e. prime:manzana / target:apple), and 2) unrelated prime (i.e. prime:pereza / target:apple). masked priming was used for the present experiments. hence, each trial included a series of different stimuli, which appeared in black in the middle of a white screen. first, a mask made out of 14 number signs (#) was displayed during 500 msec. second, after the mask disappeared, the prime in spanish in lowercase took its place during 3 refresh cycles (49msec). finally, the target in english appeared in uppercase and only vanished when the participant pressed a key. if the translation priming effect ramírez sarmiento no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 16 subject did not answer, the software automatically administered the next trial after 7500msec. the font used for the stimuli was arial 14pt. materials due to the methodological differences, the two experiments, lexical decision task (ldt) and semantic categorization task (sct), will be discussed separately hereafter. lexical decision task (ldt). 100 non-cognate translation equivalents in spanish and english were chosen for this task. primes were always given in spanish and targets in english. both primes and targets were selected from lexical databases that held information about word frequency (i.e. the number of times a word appears per million words): n-watch was used for english (davis, 2005) and b-pal for spanish (davis & perea, 2005). the stimuli were chosen from the medium range of lexical frequency (10 to 100 times per million words). the words finally selected had an average frequency of 61.05 times per million (±30.31). all words had from 3 to 12 letters, on average 6.35 letters (±1.14). for negative trials, the author of this project created 100 pseudowords in english. each one of them was formed by changing one or two letters of a real word. these pseudowords were primed by 100 words in spanish taken from the middle frequency range (10 to 100 times per million words) according to b-pal (davis & perea, 2005). in total, 200 targets with their corresponding primes were used for this task. two lists of primes and targets were created: list a, in which the first 50 words in english were primed by their non-cognate translation equivalents, and the last 50 held unrelated primes; and list b, in which the first 50 words were primed by unrelated words in spanish, and the last 50 held their non-cognate translation equivalents as their primes. each participant was only exposed to one list of stimuli (either list a or list b) in order to counterbalance the experiment. each list of stimuli was randomized when presented to the participant by using the dmdx software (forster, j., 2002). semantic categorization task (sct). 60 non-cognate translation equivalents in english and spanish were selected for this task. primes were always given in spanish and targets in english. both primes and targets were taken from lexical lists that compile the most popular items of several semantic categories, also known as category norms. the lists considered for this task were created in english by van overschelde, rawson and dunlosky (2004) and in spanish by pascual and musitu (1980). 6 semantic categories translation priming effect ramírez sarmiento no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 17 were tested separately: fruits, animals, clothing, insects, furniture and vegetables. the 20 most popular items of each category in english and spanish were considered, and only 10 non-cognates were selected. since this task requires the participant to judge whether a particular word belongs to a semantic category or not, pseudowords were not necessary. instead, 60 different words from other semantic categories (i.e. guns, flowers, etc.) were chosen for the negative trials. these 60 negative trial targets were primed by unrelated words in spanish from other categories (i.e. precious stones, reading materials). as a result, each participant was exposed to 120 targets with their corresponding primes. in order to counterbalance the experiment, each participant was exposed to only one of two different lists of stimuli: list a, in which the first 30 positive trial words in english were primed by its non-cognate translation equivalents, and the last 30 held an unrelated prime; and list b, in which, the first 30 positive trials were primed by an unrelated word in spanish, and the last 30 held their non-cognate translation equivalents as their prime. the dmdx software was implemented to randomize each list of stimuli (forster, j., 2002). equipment one dell desktop computer controlled the administration of the stimuli. it included a crt screen with a vertical refresh rate of 60hz and a screen refresh cycle of 16.66 msec. the software selected to administer the stimuli was dmdx (forster, j., 2002). procedure lexical decision task (ldt). each participant was instructed to sit before a screen, which showed a white background. in the center of the screen, black words in uppercase appeared. each time the participant saw a letter string, he/she had to decide whether it was a real word in english or not. if the word existed, the subject had to press “yes”; otherwise, he/she had to press “no”. after pressing one key, the process started again and repeated itself until 200 trials were completed. semantic categorization task (sct). in this task, the appearance of the screen and the position of the participants were similar to those in the ldt. however, during this task, each time the participant saw a word, he/she had to decide whether it belonged to a specific semantic category or not (i.e. animals). if the word pertained to the category, the subject had to press “yes”; translation priming effect ramírez sarmiento no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 18 otherwise, he/she had to press “no”. after pressing one key, a new word was administered, with its corresponding mask and prime, until 20 trials were completed. then, a new category was presented with 20 new trials. 6 categories were tested, for a total of 120 trials. results lexical decision task (ldt) mean reaction times (rt) in milliseconds (msec) per experimental condition per participant were calculated after excluding outliners (rts> 1500 msec, 0.7% of the data). these data are given in table 1. table 2 presents the percentage of errors per subject per condition. an anova was performed on the data in order to establish whether significant statistical differences could be found between the two conditions: translation prime (i.e. manzana/ apple), and unrelated prime (i.e. pereza/ apple). table 1 mean reaction times (msec) per experimental condition and participant during the lexical decision task participant translation unrelated 01 678 793 02 631 672 03 833 834 04 701 755 05 670 649 06 602 633 07 678 664 08 649 698 09 777 758 10 852 659 11 1071 918 12 927 860 13 662 677 14 574 548 15 554 558 16 571 589 17 612 604 18 836 849 19 812 925 20 565 608 mean 713 713 standard deviation ±138 ±117 translation priming effect ramírez sarmiento no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 19 table 2 percentage of errors per experimental condition and participant during the lexical decision task participant translation unrelated 01 0.00% 4.08% 02 0.00% 2.04% 03 10.20% 6.12% 04 4.08% 6.12% 05 2.04% 2.04% 06 2.04% 0.00% 07 0.00% 2.04% 08 4.08% 4.08% 09 2.04% 0.00% 0 0.00% 4.08% 1 14.29% 18.37% 12 4.08% 4.08% 13 0.00% 0.00% 14 2.04% 0.00% 15 2.04% 2.04% 16 2.04% 2.04% 17 0.00% 4.08% 18 2.04% 0.00% 19 6.12% 2.04% 20 6.12% 0.00% mean 3.16% 3.16% standard deviation ±3.71% ±4.11% reaction times during the lexical decision task show no significant differences between translation and unrelated prime conditions [f(1.19) < 0.001, p<0.991]. percentages of errors do not differ significantly either within the two conditions [f(1.19) < 0.001, p<0.999]. semantic categorization task (sct) mean reaction times (rt) in milliseconds (msec) per experimental condition per participant were calculated after excluding outliers (rts> 1500 msec, 0.6% of the data). these data are presented in table 3. table 4 holds the percentage of errors per subject per condition. the data were submitted to an analysis of variance (anova) in order to determine whether significant statistical differences could be found between the two conditions: translation prime (i.e. manzana/ apple), and unrelated prime (i.e. pereza/ apple). translation priming effect ramírez sarmiento no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 20 table 3 mean reaction times (msec) per experimental condition and participant during the semantic categorization task participant translation unrelated 01 679 772 02 639 690 03 864 930 04 786 857 05 750 727 06 644 621 07 800 817 08 571 629 09 764 902 10 732 827 11 857 1074 12 700 1033 13 717 763 14 821 889 15 581 734 16 606 662 17 653 678 18 912 1092 19 787 1080 20 591 658 mean 723 822 standard deviation ±101 ±156 table 4 percentage of errors per experimental condition and participant during the semantic categorization task participant translation unrelated 01 3.45% 6.90% 02 0.00% 0.00% 03 3.45% 10.34% 04 0.00% 6.90% 05 0.00% 13.79% 06 0.00% 0.00% 07 0.00% 0.00% 08 10.34% 6.90% translation priming effect ramírez sarmiento no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 21 09 6.90% 6.90% 10 3.45% 17.24% 11 3.45% 17.24% 12 0.00% 6.90% 13 10.34% 6.90% 14 3.45% 0.00% 15 0.00% 3.45% 16 0.00% 3.45% 17 0.00% 6.90% 18 10.34% 3.45% 19 3.45% 0.00% 20 0.00% 3.45% mean 2.93% 6.03% standard deviation ±3.76% ±5.35% reaction times during the semantic categorization task (sct) show priming effects in the experimental condition, which means that the presence of non-cognate translation equivalents in spanish as primes facilitate the categorization of its english counterparts. this facilitatory effect accelerates categorization processes about 99 msec on average. this effect is statistically significant [f(1.19) = 21.703, p<0.001]. likewise, fewer errors were observed under the translation prime condition. this effect is also statistically significant [f(1.19) = 5.147, p<0.035]. comparison of the two experiments a summary of the mean reaction times (rt) in milliseconds (msec) obtained in both tasks is presented in table 5. the same information appears graphically in figure 1. table 5 numeric comparison of the mean reaction times (msec) observed during the lexical decision and the semantic categorization tasks prime/ rts (msec) lexical decision task semantic categ. task translation 713 723 unrelated 713 822 priming effect observed 0 99 translation priming effect ramírez sarmiento no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 22 figure 1. graphic comparison of the mean reacti on times (msec) observed during the lexical decision and the semanti c categorizati on tasks the previous data evidence the differences in reaction times obtained during the lexical decision task (ldt) and the semantic categorization task (sct), as well as the priming effect absent in the ldt and observed in the sct. reaction time differences between tasks are statistically signifi cant [f(1.19) = 27.99, p<0.001]. discussion the two experiments carried out in this project provide strong evidence that non-cognate translation equivalents in spanish facilitate the visual word recognition of words in english during a semantic categorization task (sct) carried out by spanish-english bilinguals with a high-intermediate level of profi ciency in their second language. however, the same type of priming stimuli used during a lexical decision task (ldt) elicit no signifi cant priming effects. these fi ndings converge with those presented by grainger and frenck-mestre (1998), who discovered that masked priming by noncognate translation equivalents in french caused facilitation during semantic categorization tasks (sct) in english performed by highly skilled english-french bilinguals. on the one hand, this implies that the priming effects obtained during their sct can be extrapolated to other pairs of languages as the one studied in this project (spanish-english). on the other hand, these fi ndings demonstrate that cross-linguistic masked priming effects do not occur exclusively in highly profi cient bilinguals since this project’s participants were only high-intermediate level learners. translation priming effect ramírez sarmiento no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 23 however, it should be noted that this experiment used primes in the participants’ first language and targets in their second language, which is the opposite directionality to the experiment conducted by grainger and frenck-mestre (1998). the l1-l2 directionality tested in this project might be accounted for the strong effect of facilitation during the sct, which surpassed the one found by previous researchers. this project’s findings serve to corroborate the hypothesis that semantic representations mediate the associations between the words of the first and the second language in a bilingual mind (grainger & frenck-mestre, 1998). this implies that the independent mental lexicons of each language are connected through meanings and not through form; in other words, bilinguals associate equivalent noncognate words in their second language with the meanings of the words of their first language and not with their forms. for that reason, when participants are asked to make lexical decisions in a second language, their first language knowledge seems not to collaborate. in contrast, when subjects need to categorize items in semantic groups, they must refer to meaning; hence, their first language knowledge facilitates their choices. references balota, d.a. & chumbley, j.i. (1984). are lexical decisions a good measure of lexicalaccess? the role of word frequency in the neglected decision stage. journal of experimental psychology: human perception and performance, 10, 340–357. belinchón, m., rivière, a. & igoa, j.m.(1992). psicología del lenguaje, investigación y teoría. madrid: trotta. davis, c.j. (2005). n-watch: a program for deriving neighborhood size and other psycholinguistic statistics. behavior research methods, 37 (1),65 70. davis, c.j.& perea, m. (2005). buscapalabras: a program for deriving orthographic and phonological neighborhood statistics and other psycholinguistic indices in spanish. behavior research methods, 37 (4), 665 – 671. de groot, a.m.b.&nas, g.l. (1991). lexical representation of cognates and non-cognates in compound bilinguals. journal of memory & language, 30, 90–123. translation priming effect ramírez sarmiento no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 24 forster, j. (2002). dmdx display software. retrieved september 24, 2008, from:http://www.u.arizona.edu/~kforster/dmdx/dmdx.htm forster, k.i. (2008). masked priming. retrieved september 24, 2008, from:http://www.u.arizona.edu/~kforster/priming/index.htm gollan, t.h., forster, k.i.& frost, r. (1997). translation priming with different scripts: masked priming with cognates and non-cognates in hebrew-english bilinguals. journal of experimental psychology: learning, memory, and cognition, 23, 1122–1139. grainger, j. &frenck-mestre, c. (1998).masked priming translation equivalents in proficient bilinguals. language and cognitive processes, 13, 601 – 623. oldfield, r.c. (1971). the assessment and analysis of handedness: the edinburgh inventory. neuropsychologia, 9, 97-113. pascual, j. &musitu, g. (1980). normascategoriales. psicológica, 1 (2), 157 – 174. sanchez-casas, r.m., davis, c.d.& garcia-albea, j.e. (1992). bilingual lexical processing: exploring the cognate/non-cognate distinction. european journal of cognitive psychology, 4, 293–310. van overschelde, j.p., rawson, k.a. &dunlosky, j. (2004). category norms: an updated and expanded version of the battig and montague (1969) norms. journal of memory and language, 50, 289 – 335. voga, m., & grainger, j. (2007). cognate status and cross-script translation priming. memory & cognition, 35, 938–952 the author * albeiro miguel ángel ramírez sarmiento is a linguist dedicated to research. he holds an m.a. degree in linguistics from universidad nacional de colombia, and a b.a. degree in modern languages from pontificia universidad javeriana. he worked at unica as a linguistics teacher. his research interests involve psycholinguistics, second language acquisition, and lexical processing. e-mail: angelram84@yahoo.com translation priming effect no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 245 challenges of bilingualism in higher education: the experience of the languages department at the universidad central in bogotá, colombia1 desafíos del bilingüismo en educación superior: la experiencia del departamento de lenguas de la universidad central en bogotá, colombia carlo granados beltrán2* institución universitaria colombo americana, única, colombia abstract many of the actions of colombia’s national programme for the development of foreign languages (programa nacional de desarrollo de lenguas extranjeras – pndle) have been carried out in elementary and secondary education, but there is not much information about its impact in institutions of higher education. the aim of this article is to present the initiatives taken as well as the challenges faced by the languages department in order to foster bilingualism at universidad central in bogota, colombia. to explain the reasons behind these initiatives, quality indicators for successful bilingual programs were used and the situation at the university in comparison to the indicators is described. it is concluded that the endeavour of graduating bilingual students will not be easy to achieve unless institutions incorporate models of bilingual education as indicators for accreditation and support the labours of languages departments. key words: higher education, bilingualism, languages departments, successful bilingual programs, quality indicators 1 received: august 8, 2013, 2013 / accepted: october 7, 2013 2 email: carlogranados@gmail.com gist education and learning research journal. issn 1692-5777. no. 7, november 2013. pp. 245-258 reflections on the process of bilingual education no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 246 resumen muchas de las acciones del programa nacional de desarrollo de lenguas extranjeras – pndle han sido desarrolladas para educación primaria y secundaria, pero parece no existir mucha información acerca del impacto de estas acciones en las instituciones de educación superior. el objetivo de este artículo es presentar las iniciativas implementadas, así como los retos enfrentados por el departamento de lenguas de la universidad central en bogotá, colombia en relación con el fomento del bilingüismo. para explicar las razones que apoyaron estas acciones, se utilizaron los indicadores para programas bilingües exitosos y se analizó la situación de la universidad en comparación con esos indicadores. se concluye que el esfuerzo para graduar estudiantes bilingües no será fácil a menos que las instituciones incorporen modelos de educación bilingüe con indicadores de acreditación y apoyen las labores realizadas por los departamentos de lenguas. palabras clave: educación superior, bilingüismo, departamentos de lenguas, programas bilingües exitosos, indicadores de calidad. resumo muitas das ações do programa nacional de desenvolvimento de línguas estrangeiras – pndle foram desenvolvidas para educação primária e secundária, mas parece não existir muita informação sobre o impacto destas ações nas instituições de educação superior. o objetivo deste artigo é apresentar as iniciativas implantadas, bem como os retos enfrentados pelo departamento de línguas da universidade central em bogotá, colômbia em relação com o fomento do bilinguismo. para explicar as razões que apoiaram estas ações, utilizaram-se os indicadores para programas bilíngues bem-sucedidos e analisou-se a situação da universidade em comparação com esses indicadores. conclui-se que o esforço para formar estudantes bilíngues não será fácil salvo que as instituições incorporem modelos de educação bilíngue com indicadores de credenciamento e apoiem os trabalhos realizados pelos departamentos de línguas. palavras chave: educação superior, bilinguismo, departamentos de línguas, programas bilíngues bem-sucedidos, indicadores de qualidade. challenges of bilingualism in higher education granados no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 247 introduction colombia has not escaped the world trend of the growing demand for learning and speaking english. in order to respond to this need and to encourage the competitiveness of the citizens, the government designed a language policy named the national programme for the development of foreign languages (programa nacional de desarrollo de lenguas extranjeras – pndle), previously known as national bilingualism programme. this programme has four major points in which the educational actions are centred: a) the definition of basic competence standards in foreign language, in particular, english, b) the programme of professional development for english teachers, c) the accreditation of the programmes of non-formal education in foreign languages, and d) the assessment of competences in english in the different educational cycles.3 within the framework of the ii international seminar in professional development for the foreign language teachers, organised by the language school at universidad de antioquia, the discussion about the linguistic policies in the national and international spheres played an important role. the ministry of national education presented the linguistic policy of bilingual colombia as an integral measure that has the intention of promoting two things: 1) the teaching of english based on international standards which include the adoption of the common european framework of reference for languages: learning, teaching and assessment, and 2) support the particular initiatives in the country regions to train in-service teachers. despite the different initiatives taken by the ministry since the programme was formulated, results in proficiency levels have been discrete. a study carried out by sánchez-jabba in 2012 concluded that the proficiency of high school students in colombia was relatively low and that the number of students who could be considered bilingual was about 1%. similarly, in the report of english proficiency index carried out by education first, colombia was ranked at 50 indicating a very low level of proficiency, similar to most countries in the region, with the exception of argentina that ranked number 20 indicating a moderate level. in 2013, sánchez-jabba conducted a study, similar to the one he did in 2012, for which he expanded the population and concluded that among high school students we could observe a serious problem challenges of bilingualism in higher education granados 3 http://www.mineducacion.gov.co/1621/articles-132560_recurso_pdf_programmea_ nacional_bilinguismo.pdf no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 248 since 90% cannot reach levels beyond basic user (a-, a1 or a2), which implies that the goals established by the ministry might be too ambitious given that the tendency shows few meaningful advances in students’ proficiency in english. likewise, the researcher mentions that for english teachers the results are also worrying since only 25% reach the level expected in the tests. when exploring the literature related to bilingualism in colombia, it can be noticed that many of the studies dealing with the impact of the pndle have been carried out in elementary and secondary education, as well as in the ba programmes in modern languages that prepare future english teachers; nonetheless, not much has been written in relation to the impact of the policies in the teaching and learning of english in other majors different from modern languages. this paper aims to share the experiences and challenges faced by the languages department at the universidad central in bogotá, colombia in order to respond to the needs set out by these linguistic policies. for the purposes of the paper, the quality indicators for successful bilingual programmes established by mcgroarty (2001) will be taken into consideration as well as some characteristics of effective bilingual programmes stated in the examples grouped in the case studies edited by christian & genesee (2001). these indicators will be intertwined with the different interventions the languages department at the universidad central carried out at different university levels with the purpose of fostering bilingualism and with the different challenges posed at the institutional level for the attainment of the goals established by the ministry. based on this analysis, it will be argued that no bilingual education in higher education will be successful unless universities take serious actions in relation to policies, cross-curricular work, teacher training, budget allocation and community outreach, and that even though languages department are accountable for success in the students’ learning of foreign languages, this responsibility is to be shared by the directing boards at universities since they are the ones to provide the support language departments need. moreover, in order for universities to truly engage in a committed effort, an item in relation to bilingual education will have to be included as an accreditation criterion. criteria for successful bilingual programmes mcgroarty (2001) presents the diversity of existing bilingual programmes and also acknowledges the fact that, depending on the contexts, there may be hybrid versions of these in which special challenges of bilingualism in higher education granados no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 249 characteristics of each model may be mixed to respond to particular needs. most of research in bilingualism and bilingual education has been carried out in primary or secondary education in the united states and canada; however, the four criteria proposed by this author might as well work for tertiary education, which is why the situation of the languages department at universidad central in bogotá is going to be analysed using that model. the criteria are availability of teachers and other school staff, sound curriculum and instructional organisation, appropriate regular assessment, and multiple channels of parent and community outreach. availability of teachers and other school staff this first indicator means that it is advisable for the institutions to count not only on a number of teachers with experience teaching english as a foreign/second language, but also with professors who are experts in teaching content areas in english. additionally, other members of the community such as university administrators committed to bilingual education and classroom assistants that help in the implementation of the models are needed to guarantee consistency in the instruction. bostwick (2001), describing a successful programme in japan, mentions teacher certification and recruitment as one of the features for the quality of the programme. in the same way weber (2001), explaining a similar experience in indiana, usa, specifies the need to engage and retain high quality staff in order to maintain effectiveness. the situation at the universidad central is complex. it is very common that only the professors belonging to the languages department know another language, be that english, french, portuguese or german. when taking a look at the other academic units, for instance, engineering, advertising, or finance, it can be observed that most of the faculty is monolingual; that is to say, they only speak spanish, and the few professors who speak english have not been trained to teach their disciplines in a foreign language. needless to say, very few people in the administrative and support areas are bilingual. in order to respond to this need, the languages department included in its offer courses specially tailored for teachers taking into consideration their time availability and schedule restrictions. nonetheless, some other challenges emerged due to a combination of what could be reluctance on the part of the directing bodies and financial constraints which did not allow investment in teacher training either in english or in language pedagogy for non-english teachers. challenges of bilingualism in higher education granados no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 250 this was translated in the fact that even though chancellors and deans encouraged the languages department to offer the service of language teaching to professors of other faculties as well as specific courses for english-speaking professors, the conditions for the professors to take those courses were not always the best since they had to pay for the courses themselves, or they were usually assigned such a heavy workload that they did not have the time to take them. it was also common that their schedules did not fit with the one for the course or that they simply were not willing to take them. despite these shortcomings, the languages department could offer an english course for a small group of professors of advertising and communication, a special course in academic writing for professors of engineering, and two subsequent conversation clubs in which professors and students from different majors participated; however, the attendance to these courses decreased as time progressed due to the commitments related to the academic workload that participants had. sound curriculum and instructional organisation mcgroarty (2001) mentions, in terms of primary and secondary education, that there needs to be a close articulation of grade and subject levels, flexible groupings, team teaching, appropriate teaching materials and collaborative staff planning, among other aspects. for university level, this would imply establishing a solid link between english and students’ disciplinary areas, finding content area teachers willing to make a joint effort with language teachers in order to strengthen instruction not only in the content area but also in the use of english for learning that content. baker (2011) also states for effective schools and classrooms for bilingual students, a curriculum which is challenging, coherent, meaningful and relevant. in the same line of thought, urow & sontag (2001) in a case study describing an experience in chicago, mention as one factor of success the integration of language, content and research skills development in the bilingual programme. moreover, the author explains that for bilingual approaches, a plan for the allocation of languages throughout the school day and across the length of the school programme is needed since “if both languages are to be developed appropriately, both must be accorded the status of medium of instruction for a variety of curricular activities and (...) both may also be school subjects” (p. 351). also, baker (2011) specifies that one way for students to become bilingual is establishing 50% of instruction in both languages. for the case of the university, this would mean that in the long run english would have to be used challenges of bilingualism in higher education granados no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 251 for teaching content areas in the majors, but also students will have to be guaranteed an english class and also opportunities to practice that language out of class. one of the actions taken by the languages department in order to fulfill this indicator was the implementation of cross-curricular projects. one great challenge for the languages department is the fact of teaching english in a monolingual context; that is to say, students are not obliged to use english outside the classroom since in every context spanish is used. that is why many do not see the need to learn the language, not even in their jobs; however, they are aware of the advantages in terms of competitiveness english creates for them. for this reason, the department implemented, within the curriculum, crosscurricular projects in each one of the english levels offered. cross-curricular work consisted in establishing links between the foreign language and the professions of our students. in order to make this work more systematic, this job was organized in the following way: for the level basic i, as students do not have enough tools in english, the activity developed is the creation of a glossary with the terms of the core area. for basic ii, students develop a reading activity but with specialized web pages. the teacher explores the web pages that he or she considers appropriate for the level and core area of his or her students and elaborates a recognition guide of the web page, and later, the students will develop the activity in a multimedia session. for basic 3, as the students are already capable of identifying the vocabulary related to their majors due to the job done in the previous levels, students work on a reading workshop designed by the teacher. finally, in pre-intermediate 1, students develop a class project in which the topic is a problem assigned by the major or agreed with the students at the beginning of the semester. in this project, students should generate a product in which they involve the contents of their majors and the foreign language component, for example auditing companies, a handbook for the use of accounting software, web pages, advertising campaigns, among others. another action taken by the languages department was a joint effort between a few bilingual advertising and economics teachers as well as with some professors of the languages departments in order to offer lectures or workshops specifically addressed to students from these majors dealing with the contents of the disciplines. nonetheless, this activity could not be sustained because some bilingual professors from the core areas changed jobs. others experienced a change in challenges of bilingualism in higher education granados no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 252 workload, and they did not have as much time available to continue in the project. however successful this implementation of cross-curricular work has been, there have been some conditions affecting the curricular integration and instructional consistency in relation to teaching english at the university. starting in 2001, higher education institutions started moving towards the system of academic credits in order to set up, as restrepo (2005) explains, a common basis to facilitate students’ mobility, the recognition and evaluation of achievements and curricular flexibility. due to the establishment of this system of credits (decree 2566 of 2003, p.44), the university decided to withdraw english from the academic programmes in the different majors; therefore, they affected the close articulation of disciplinary subjects and foreign language and started affecting the goal of bilingual students we are aiming to attain. in this respect, dr. carlos javier mosquera, representative of conaces (comisión nacional de aseguramiento de la calidad de la educación superior)5 also informed during the i interamerican conference in bilingual education that only one major is attaining the foreign language proficiency expected: tourism. also, having students learn english out of the curriculum ensures that they will not learn it since they are not using it for real purposes, but as an additional task. secondly, the number of hours allocated to the teaching of english at the university ranges between three and four per week; during a semester the number of hours cannot sufficiently cover the number established in the guidelines of the common european framework of reference for languages, as adopted by the colombian ministry of education. for example, for reaching a level b2, students will need to comply with a range of 500 to 600 hours of face-to-face instruction, but in practice students take an average of four hours per week, and an academic term lasts sixteen weeks (64 hours of english per semester). it is important to bear in mind that students usually take four levels of english at the languages department, and the level they are trying to attain is just a little beyond a2; nonetheless, we have to subtract the hours taken off the subject by extra activities. third, one of the decisions the university made in order to overcome this problem was requiring the professors of all the areas to include and use references in english in their syllabi, but considering 4 http://www.mineducacion.gov.co/1621/articles-104846_archivo_pdf.pdf 5 national committee of quality assurance in higher education challenges of bilingualism in higher education granados no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 253 that most of the content area teachers do not speak a foreign language, as mentioned before, despite the good intention behind the decision, this has become a regulation that is not executed in real life. professors do include references in english but they do not use them, or they assign the reading to students and they will usually try to find someone to translate the texts for them. additionally, since most of the content area professors are not bilingual and those who are may not be able to work in a joint effort with language teachers (conflicting schedules, work overload, lack of will, etc.), the idea of implementation of team teaching is quite difficult to execute, as was experienced by the languages department. all the elements composing this phenomenon may imply that unless there is an item in the criteria for accreditation and registration (registro calificado) in which institutions are seriously evaluated in relation to the model of bilingual education or the actions they are taking about teaching a foreign language, there will be very few graduate bilingual students. this means that the evaluation carried out by the ministry and its evaluative entities will have to go beyond a review of curricular documents and university resolutions or decrees. rather, peers will also have to truly observe how bilingual or foreign language teaching models are implemented in practice. appropriate regular assessment mcgroarty (2001) states that there is a systematic approach to assess students’ progress not only in content areas but also in the foreign language in effective bilingual programmes; however, she also acknowledges that this assessment may vary based on national and local traditions and practices. urow & sontag (2001) mention the need to use classroom-based assessment since this will offer more accurate information about students’ attainment because it is based on performance. this does not mean tests could not be used, but they will have to be complemented by other ways of assessment. these authors also explain the need to integrate instruction and assessment, which they do by means of content area journals. some ways have to be explored at the university level so that students could be evaluated both in language proficiency and content areas. in relation to assessment it can be affirmed that the university, as many others in bogotá, takes a remedial approach to foreign language instruction; that is to say, students are required to demonstrate an english level at the end of their majors, but they are not obliged to take courses during specific moments in their programs. therefore, they challenges of bilingualism in higher education granados no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 254 wait until the very moment they are going to graduate to fulfill with the requirement, in which case the university tests them to demonstrate they have the level required. however, because of the factors mentioned before, many of them fail the exam, holding their graduation back due to english. in order to change students’ mentality about testing their english level only upon graduation, the languages department implemented regular assessment by using mock versions of standardised tests (pet) during sixth and seventh semesters. nonetheless, one shortcoming of this decision was in relation to practicality due to the fact that it was very difficult to test about 1500 students’ english proficiency in faceto-face conditions; therefore, a virtual exam was created by using the moodle platform that had been acquired by the university. this brought up some other issues in terms of discrepancies in the results of the virtual tests and students’ real performance when using the language and the subsequent questioning of students’ honesty; i.e. impersonation, cheating, etc. although this may be a good decision, it needs to be taken with a grain of salt. as there is a lack of articulation of the teaching of foreign language with all the rest of the curriculum, we may risk english teaching becoming “english teaching for the tests.” multiple channels of parent and community outreach at a school, this means guaranteeing the support of the school efforts towards bilingualism by involving parents and the surrounding community. urow & sontag (2001), egger & lardscheiner mclean (2001), and baker (2011) mention how important it is to celebrate and serve the school community, if possible by involving different members who are bilingual to help support the school programme. additionally, as the experiences of these authors are at primary and secondary school, this outreach also implies involving parents in the processes. for universities, this would mean establishing agreements with international institutions which could offer support by means of language assistants or with other universities that are in capacity of offering content area courses in the foreign language. in order to engage in processes of community outreach, the languages department designed a campaign that, apart from involving the cross-curricular work previously mentioned, also included other kind of activities such as showing tv programmes in foreign languages in the cafeterias. also, together with university welfare and the graduate office, the languages department organised an international fair, to which embassies and agencies for international mobility were invited challenges of bilingualism in higher education granados no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 255 as well as students who had the experience of studying or working abroad, with the purpose of informing the student community about those experiences. another action undertaken was the organization of immersion outings in which a few professors and students were invited to a place out of the city for a day to practise english through games and fun activities. despite these joint efforts, it is necessary to recognise that most of the initiatives have emerged from members of the languages department on their own, and that on most occasions, university directors imply that it is only the job of this academic unit to work towards the fostering of english language proficiency. for the colombian context, one of the most evident problems is the lack of opportunities to practice english outside the university language class; but additionally, the leadership needed to reach the quality indicators presented by mcgroarty (2001) has been carried out only by the languages department, occasionally with the help of the international affairs office and student welfare. academic units, even directing boards, not directly related to the languages department seem not to consider english as part of their job and usually wash their hands of it, discharging all the responsibility on this academic unit unaware that for a bilingual programme to be successful, all the stakeholders need to contribute. conclusion mcgroarty (2001) states the need for concerted efforts among teachers, institutions, students and families for successful bilingual programmes; baker (2011) talks about a shared vision, mission and goals among staff as well as the leadership of the institution as a critical factor of success; egger and lardscheiner mclean (2001) mention political compromise as a key aspect for success in their experience in italy. what these professors are saying is that serious leadership is needed in order to set clear goals in terms of bilingualism, guaranteeing and evaluating quality in instructional designs, and offering opportunities for the educational communities (teachers, students, administration and surrounding strategic partners) to contribute to the quality and success of the programme. this leadership also means that universities need to have a clear idea of what bilingualism means to them since most seem to take it as proficiency in the use of the (foreign) language (rey de castro & garcía, 1997), but it is not clear what that level of proficiency is. for challenges of bilingualism in higher education granados no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 256 this particular case, even though the university has intended to create a language policy, this has not gone beyond establishing language degree requirements. therefore, the university does not seem to have a clear institutional policy yet in relation to the learning of foreign languages. what was established, in a similar way to other universities, is the demand for the student to attain a level b1 according to the common european framework, but they are not quite clear about the execution of the norm or about the mechanisms offered to students to attain the level. additionally, in most of the cases, the languages department has not always counted on a consistent institutional support in the implementation of policies for the fostering of bilingualism. at the universidad central, the languages department has made huge efforts in order to promote bilingualism, but in the institutional view, it seems that the job had to be undertaken only by this academic unit and nobody else. therefore, a serious institutional commitment is required in order to obtain the support for these initiatives. as mcgroarty (2001) explains, the quality conditions for bilingual programmes to be effective imply a sound curricular articulation, acquisition of resources in both languages, availability of qualified staff in both languages, a systematic assessment of the achievements attained, and the participation of the whole community: educational directors, administrative staff, teachers and students to create the conditions in which a person can become bilingual. in brief, and based on these specific experiences of the languages department at the universidad central, it is necessary to affirm that even though these academic units are made of hardworking language professionals and that the effort they make in educating people will be continued, institutions cannot rely on them solely to make students bilingual. taking a look at the current situation, we can affirm that “one swallow does not make a summer” and therefore, it is necessary for institutions to provide more sustained support if they want to attain the goals of internationalization and bilingualism stated in their institutional educational projects (pei). challenges of bilingualism in higher education granados no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 257 references baker, c. (2011). foundations of bilingual education and bilingualism. bristol: multilingual matters. bostwick, m. (2001). english immersion in a japanese school. in d. christian & f. genesee (eds.), bilingual education (pp. 125-137). alexandria, va: tesol. christian, d. & genesee, f. (2001). bilingual education. alexandria, va: tesol. egger, k. & lardscheiner mclean, m. (2001). trilingual school in the ladin valleys of south tyrol, italy. in d. christian & f. genesee (eds.), bilingual education (pp. 57-67). alexandria, va: tesol. mcgroarty, m. (2001). bilingual approaches to language learning. in m. celce-murcia, d. m. brinton & m. a. snow (eds.). teaching english as a second or foreign language (3rd ed.) (pp. 345-353). boston, ma: heinle & heinle. ministerio de educación nacional. (2005). al tablero. no. 37. octubre – diciembre. retrieved from: http://www.mineducacion.gov. co/1621/article-97495.html restrepo, j. m. (2005). el sistema de créditos académicos en la perspectiva colombiana y mercosur: aproximaciones al modelo europeo. revista de la educación superior 34 (3), no. 135, julioseptiembre de 2005, 131-152. rey de castro, r. & garcía, d. (1997). landmark review of the use of teaching and learning of english in latin america: colombia. london: british council sánchez-jabba, a. (2012). el bilingüismo en los bachilleres colombianos. documentos de trabajo sobre economía regional, no. 159. cartagena: banco de la república. sánchez-jabba, a. (2013). bilingüismo en colombia. documentos de trabajo sobre economía regional. no. 191. cartagena: banco de la república. centro de estudios económicos regionales. urow, c. & sontag, j. (2001). creating community – un mundo entero: the interamerican experience. in d. christian & f. genesee (eds.), bilingual education (pp. 11-25). alexandria, va: tesol. weber, a. (2001). an international bilingual school in indiana, usa. in d. christian & f. genesee (eds.), bilingual education (pp. 151-165). alexandria, va: tesol. challenges of bilingualism in higher education granados no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 258 author *carlo granados beltrán holds an m.a. in british cultural studies and english language teaching from the university of warwick in the united kingdom. he also holds and m.a. in applied linguistics to tefl from the universidad distrital francisco josé de caldas and a b.a in spanish and languages from the universidad pedagógica nacional. he was a fulltime professor in the languages department at the universidad central. he is also a guest lecturer in the research seminars at the m.a. in language teaching at the universidad pedagógica y tecnológica de colombia. he is currently pursuing his doctoral studies in education at the universidad santo tomás and is a full-time professor at the institución universitaria colombo americana, única. challenges of bilingualism in higher education no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 142 interaction in a blended environment for english language learning1 interacción en un ambiente combinado para el aprendizaje del inglés yuranny marcela romero archila2* universidad pedagógica y tecnológica de colombia, uptc, colombia abstract the purpose of this research was to identify the types of interaction that emerged not only in a virtual learning environment (vle) but also in faceto-face settings. the study also assessed the impact of the different kinds of interactions in terms of language learning. this is a qualitative case study that took place in a private colombian university. theories related to interaction, foreign language learning, and the use of technology in the efl classroom were taken into account for analyzing the data. the data revealed a new type of interaction and the need to have specific subdivisions of the established types of interaction. keywords: blended learning (b-learning), english as a foreign language, interaction, virtual learning environment (vle) resumen el propósito de esta investigación fue identificar los tipos de interacción que surgieron no solo en los ambientes virtuales de aprendizaje sino también, en los ambientes presenciales. además, este estudio evaluó el impacto de los diferentes tipos de interacción en función de aprendizaje de una lengua extranjera. ésta es una investigación cualitativa que se llevó a cabo en una universidad colombiana privada. teorías relacionadas con interacción, aprendizaje de inglés como lengua extranjera y el uso de la tecnología en el aula de clase fueron tenidas en cuenta para el análisis de la información. los resultados revelaron un nuevo tipo de interacción y la necesidad de tener sub-divisiones específicas de los 1 received: july 21, 2014 / accepted: october 6, 2014 2 yurannymar@hotmail.com gist education and learning research journal. issn 1692-5777. no. 9, (julydecember) 2014. pp. 142-156. romero no. 9 (july december 2014) no. 9 (july december 2014) 143 tipos de interacción establecidos. palabras clave: aprendizaje combinado (b-learning), inglés como lengua extranjera, interacción, ambientes virtuales de aprendizaje (ava) resumo o propósito desta pesquisa foi identificar os tipos de interação que surgiram não só nos ambientes virtuais de aprendizagem senão também, nos ambientes presenciais. além do mais, este estudo avaliou o impacto dos diferentes tipos de interação em função da aprendizagem de uma língua estrangeira. esta é uma pesquisa qualitativa efetuada em uma universidade colombiana privada. teorias relacionadas com interação, aprendizagem de inglês como língua estrangeira e o uso da tecnologia em sala de aula, foram consideradas para a análise da informação. os resultados revelaram um novo tipo de interação e a necessidade de ter subdivisões específicas dos tipos de interação estabelecidos. palavras chave: aprendizagem combinado (b-learning), inglês como língua estrangeira, interação, ambientes virtuais de aprendizagem (ava) introduction this research has two core aspects: interaction and blended learning. the former is one of the topics that concerns most of language teachers because as brown (1994) mentions, “in the era of communicative language teaching, interaction is, in fact the heart of communication; it is what communication is all about” (p. 169). therefore, the main purpose of learning foreign languages is to interact with other people to broaden perspectives in order to better understand and comprehend our own culture and also to be aware of cultural differences. blended learning, the latter, can be understood in different ways; sharma & barrett (2007) define blended learning (b-learning) as follows: “blended learning refers to a course which combines a face to face classroom component with an appropriate use of technology” (sharma & barrett 2007: 7). the university in question has its own virtual platform for pedagogical purposes; nevertheless, it had not been previously used for foreign language teaching and learning and research in this area since its implementation. consequently, the purpose of this research was to design and implement a virtual module based on a blended learning approach and then, identify and analyze the emergent types of interaction for language learning in both settings (on-line and face romero no. 9 (july december 2014) no. 9 (july december 2014) 144 to face). the interaction models of gilbert & moore (1998) and hanna, glowacki-dudka & conceição-runlee (2000) were taken into account for the development of this research project. the results revealed a new type of interaction and the need to have specific subdivisions of the established types and subtypes of interaction. literature review blended learning for language learning according to sharma & barrett (2007), the term blended learning (b-learning) was first used by business people for situations in which employees could work, and at the same time take a training course without interfering with their work activities, saving time and money. authors such as frendo (2005), bonk & graham (2005), and others have defined blended learning as a mix between face-to-face instruction and online classes. in sharma & barrett’s words, “blended learning can exploit the best of both worlds” (2007, p. 8). lam, akkerman, horst, de laat, and monachesi (as cited in klink, 2006) mention, “the correct blend of blended learning must be aimed so that there is an overlap in the resources, because the students should be able to obtain the same information by means of several formats and manners” (p. 26). however, some blended learning courses have been designed in such a way that there is no combination between the delivery methods. the connection between blended learning and language learning has had a long process. technology has been used in different fields of knowledge including learning of english as a foreign language. call stands for computer assisted language learning and is commonly defined as using computers in the language classroom. kessler (2007) suggests that call is not being used adequately due to the lack of teachers’ knowledge in the area of creation and preparation of call materials to be used by students. kessler (2007) also gives some steps when using call; those steps include pre-, duringand post-computer work. it means that the work done in the computer should not be isolated from the activities done in class. this is exactly the purpose of b-learning, to integrate the contents students receive in the platform and in classroom to reinforce knowledge. leakey & ranchoux (2006) connect call and blended learning as follows: blended learning in call is the adaptation in a local context of previous interaction in a blended learning environment romero no. 9 (july december 2014) no. 9 (july december 2014) 145 call and noncall into an integrated program of language teaching and learning drawing on different mixes of media and delivery to produce an optimum mix that addresses the unique needs and demands of that context. (p. 398) thus, there are advantages to using blended learning for language learning, including the variety of activities teachers can develop, bearing in mind the students’ needs, not only by using computer resources, but also with the use of non-computer resources. interaction interaction is a broad term; for this reason, authors such as kumaravadivelu (2003), gilbert and moore (1998), and hanna, glowacki-dudka and conceição-runlee (2000) have studied and classified different types of interaction, but in two different fields of study. the former has focused on second language learning and the latter in blended learning. student-content interaction, studentstudent interaction and student-teacher interaction are the three types of interaction (gilbert & moore, 1998). this is complemented by hanna, glowacki-dudka, and conceição-runlee (2000), who classify interaction in blended learning approaches as human and non-human interactions. human interaction as mentioned by hanna, et al. (2000), this type of interaction includes student-student interaction, student-teacher interaction and student-guest interaction. according to moore (1989), studentteacher interaction has as main purpose to motivate students to use the contents and provide them with enough material to practice it. studentstudent interaction, as mentioned by gilbert and moore (1998), is quite important for learning, but it depends on different factors such as students’ ages, experience with the language, and how autonomous students are. non-human interaction non-human interactions include student-tool interaction, studentenvironment interaction, and student–content interaction. student-tool and student-environment interactions are similar in essence because both refer to the communication between the student and the vle. this involves knowing how to use the tools as well as the vle, and having interaction in a blended learning environment romero no. 9 (july december 2014) no. 9 (july december 2014) 146 the appropriate technological skills. gilbert and moore (1998) define learner-content interaction as “the process of intellectually interacting with content that results in changes in the learner’s understanding, the learner’s perspective, or the cognitive structures of the learner’s mind” (1998, p. 2). hillman, willis and gunawardena (1994) added learnerself interaction which is about students’ reflections and analysis over their own learning process and which could be integrated to human interaction. methodology research design this is a qualitative research because it does not aim to count how many times interaction is present in a blended learning setting for language learning or to show a cause-effect relationship between two or more variables. rather, it seeks to describe and analyze the ways in which interaction might be found in a blended learning environment for language learning at a private university in colombia. the main question of this study is the following: how is interaction when using a blended learning approach for foreign language learning? context and participants the study took place at a private mid-sized university in colombia. the study participants were 17 people; 1 english teacher and 16 third semester students (5 males and 11 females) enrolled in a nonenglish major program (students of different health care undergraduate programs), and who were enrolled in a first level english i class. instructional design of the vle. the university has its own vle divided into eight different resources including the following: 1) free content, 2) forums, 3) team activity area, 4) true/ false tests, 5) multiple choice tests, 6) glossary, 7) activity reception area and 8) a specific area where the tutor can track how students explore the vle. the true/false and multiple choice tests have no limit of tries. this virtual module lasted 13 weeks. students from the school of health sciences developed different activities, both on the vle as well as in the classroom as part of the face-to-face component. there was an overlap in the activities designed for each of the environments; the material and activities in both environments were closely connected so that students could go back and forth from one environment to the other to complement the information. interaction in a blended learning environment romero no. 9 (july december 2014) no. 9 (july december 2014) 147 data collection instruments semi-structured interviews were used in order to have a clear direction and theme, but still allowing the participants to express their points of view and expand on answers. those interviews were conducted at the beginning and in the middle of the study. the students’ reflections were used in order to gain information about their insights and views in respect to their english learning on a blended learning environment. in addition, physical and virtual artifacts were also used to analyze the different types of interaction found in the vle and in the classroom. finally, another instrument included a diary kept by the teacher/researcher in order to write and reflect on students’ responses and attitudes in terms of interaction and other evidenced aspects. data analysis and interpretation for this study, the category construction approach was followed, which consists of organizing the collected data, reducing text and generating categories by finding similar patterns (bogdan & biklen 1992). during the analysis, the data gathered through the instruments was compared to find consistencies and differences. after analyzing the data, two categories emerged: the first category is the three “ws” of interaction (whom, when and where). it received this name because interaction happened among people (who), who changed depending on the environment (where), and occurred in different circumstances and moments (when). the second category includes the factors that influenced interaction in blended learning environments for foreign language learning. it was possible to see aspects that positively or negatively influenced the interaction. results by analyzing the sources of data, it was possible to evidence that human and non-human interactions were present in the vle and face to face settings; however, the degree of the subtypes of human interaction changed depending on the delivery method (on-line or face to face). there were also other external factors that hindered both interaction and other factors that fostered them. additionally, a new type of interaction that was not previously discussed appeared. the information was organized into the following categories. interaction in a blended learning environment romero no. 9 (july december 2014) no. 9 (july december 2014) 148 the three “ws” of human interaction in this study, it was necessary to have a sub-division of the types of interaction discussed earlier, specifically human and non-human interaction, because the delivery method (virtual or face-to-face) modified how human interaction occurred. for instance, there was permanent student-student interaction in face-to-face activities, but there was no student-student interaction in the vle because participants did not have the need to use the vle for interacting with their classmates. further, having more contact with the teacher in the vle encouraged some of the participants to interact with her in both environments. in the first subcategory, there is an analysis of human interaction for language learning, not only in the vle but also in face to face settings. interacting with students and teacher. interacting in the foreign language should be one of the main goals for language teachers because languages are for communicating; interaction as mentioned by brown (1994) is an important part of communication. nevertheless, by analyzing the sources of data, it was possible to see that there was no student-student interaction for language learning in the vle. there were no replies to classmates’ opinions in forums, nor was there feedback or discussion among students even though there were spaces designed for this kind of interaction. there was no student-student interaction throughout the four proposed forums, and none of the participants wrote a reply to his/her classmates. when questioning students about the reasons for not using this tool, most of the participants expressed that it was because they did not feel the need to interact in this environment since they were in constant contact with their classmates in the face to face settings. they gathered together in order to develop a specific activity of the class. for instance, for the group activity in the vle, most of the students looked for specific moments to get together with classmates in order to fulfill the task, as could also be evidenced and registered in the diary. students discussed and planned the group work to be posted in the vle: “see you in the library on thursday at 10 to practice english.”3 “who can practice on wednesday at 5?4 interaction in a blended learning environment romero 3 “nos vemos el jueves a las 10 en la biblioteca para trabajar lo de inglés.” 4 “¿quién puede practicar el miércoles a las 5?” no. 9 (july december 2014) no. 9 (july december 2014) 149 however, some students did read other classmates’ opinions as a basis for their own participation. “…one can see others’ opinions in the forum, and it helped me to write my own text, for instance, i did not know what the participation was about, i knew it was a self-presentation but i did not know it was so specific with likes and dislikes. so, one can see the forum of other people and use them as a guide to write mine.”5 student-student interaction is “regarded as essential by many educators and highly desirable by many learners” (moore, 1989, p. 2). in the classroom, there was studentstudent interaction in the foreign language. first, there were dialogues which were prepared in advance, which is not acknowledged as interaction by herazo (2010) who argues that student-student interaction in the efl class should be spontaneous with no preparation in order to be authentic oral communication. however, these rehearsed dialogues were not the end of the activity because at first, students followed the model and then spontaneity appeared when students asked their classmates questions about a specific topic without previous preparation or talk about unrehearsed topics thanks to the input given in the vle and in the classroom. student-teacher interaction in the foreign language increased in face-to-face settings as well as in the online component. students were eager to use the language with the teacher, as the following entry of the diary says: “i met some students at the cafeteria and they say hello and try to talk in english, this is something unusual on them” this indicates that teacher-student interaction transcended the classroom walls allowing students more opportunities to interact informally with the teacher using the foreign language without fear of making mistakes but with the purpose of expressing an idea. another example in a face-to-face setting occurred when students were interacting with the biomechanics teacher, they asked for information about the human body, joints and muscles by using simple structures. these interactions were recorded in one of the entries of the diary: “students were excited to be in the physical therapy lab; they tried to speak in english with the biomechanics teacher and with the 5 “… en el foro uno puede ver las opiniones y basarse mucho, por ejemplo, yo no sabía bien de que era que se trataba la participación sabía que era la presentación pero no sabía que era tan especifica con lo que le gustaba, no le gustaba, entonces uno puede ver los foros de las otras personas entonces es como basarse para uno poder hacer el de uno.” interaction in a blended learning environment romero no. 9 (july december 2014) no. 9 (july december 2014) 150 classmates. this is what i could listen: student 1: ‘what is this?’ (pointing to a skeleton) biomechanics teacher: fibula student: write please (the teacher wrote the word on a blackboard) as can be seen, students used simple language to communicate with their teachers and classmates, and they also reflected on how similar spanish and english are in technical terminology. the teacher was not seen as someone who was always transmitting knowledge but as someone who was learning from students too because as students were familiar with the topics and they had some background knowledge, it was easier for them to use the language and there was an exchange of knowledge; one of the entries of the diary says: “it was fun! students had to explain to me the differences between the joints and where i can find them; i’m learning too” the use of the vle allowed more contact and interaction between teacher and students where distance and time was not a problem, as evidenced below: figure 1. example of student-teacher interaction in the vle. interaction in a blended learning environment romero no. 9 (july december 2014) no. 9 (july december 2014) 151 in student-teacher interaction, there was no error correction but rather stimuli for the student to provide more information and at the same time use the language for expressing their own perceptions and ideas. at the beginning of the study, the tracking system made it possible to identify that there was no student-environment interaction. participants did not read or analyze the information posted in the virtual module. one of the teachers wonder about this as expressed in one of the entries of the diary: was the language used too complex for the level of students? were the contents too long or were students not interested on the contents? with this reflection it is possible to evidence one new type of interaction which has not been studied yet, and which is called teacherself interaction, in which she questions herself on the way in which the information was posted in order to have a better understanding of what was happening. in other words, it allowed herself to reflect about her teaching process. factors that influenced interaction in blended learning environments for foreign language learning. in the second category, there is an analysis of different factors that influence interaction in the vle at the university. this is because the use of technology is not a guarantee of a successful learning, nor does it not mean than interaction can be taken for granted in these environments. sometimes it is taken for granted that students know how to use different technological tools because they are young and belong to the digital generation (prensky, 2011). however, it is necessary to have in mind that in colombia there is a digital divide, in which not all people have the same access to technology and consequently, computer literacy is not the same. as mentioned before, students did not receive any face-to-face introduction to the vle, which limited their specific knowledge on the use of certain tools and aspects of the vle. in this study, the unfamiliarity with the virtual learning environment operation influenced interaction because some students did not know how to use and take advantage of the available tools in the vle for practicing the language. furthermore, interaction was hindered due to some problems with the server and the instability of the network system. consequently, a sub-category emerged about an analysis of the factors that influenced interaction positively or negatively. struggling with the vle and facing technical problem. students were not only dealing with learning a foreign language; some of them also tried to figure out how to use the vle and they faced different interaction in a blended learning environment romero no. 9 (july december 2014) no. 9 (july december 2014) 152 technical problems. interaction between the learner and the interface was an obstacle to having other types of interaction (hillman, willis and gunawardena, 1994). this may be because the lack of knowledge on how to use the vle affected other types of interaction and also students’ performance in the online activities. their responses show awareness on the need to know how to use the vle in order to keep up with the class activities: “hi teacher, i don’t know but i would like to have a practice class about the virtual module and the main doubts such as how to follow the content and the activities to be developed ….”6 in several entries of the diary, it was possible to identify some issues related to how the unfamiliarity with the vle hinders a proper interaction in this kind of environment: “how can students have access to the available material if they do not know how to get it? the explanation in the vle is really superficial and does not show in deep all the resources it offers to students; we are investing time of the class for showing students how to post a comment in a forum.” if all students know how to use the vle, there are equal opportunities for all when using it. this did not happen in this study, and as a result, students who lacked this basic knowledge invested more time that could have be used in the development of activities instead of trying to figure out how to start the work. for example, in one of the virtual artifacts (the forum for uploading the activity), 78% of the participants spent more time asking about how to upload a document than doing the exercise. this is the case of the recording, in which students spent a lot of time in understanding how to record their voice and upload it and some of them did not pay too much attention on the pronunciation as evidenced in the artifacts (recordings). this might not have happened if students knew how to upload the document in advance. on the contrary, 22% of the students used the time to practice pronunciation and repeat it several times as evidenced in the second interview and in the artifacts, when asked about the amount of time they were using for practicing the foreign language in face to face settings and also in the vle; they said: 6 “hola profe no se, pero me encanaria [encantaría]uqe [que] tubierams [tuviéramos] una clae [clase] practica en cuanto a al[al] odulo [modulo] virtual, algunas de las mayores dudas son como seguir con el contenido de las activoades [actividades]….” interaction in a blended learning environment romero no. 9 (july december 2014) no. 9 (july december 2014) 153 “i laughed when i listened to my recording, i did not like it; so i had to record it over and over again.” 7 “…repeating it like for an hour, just tos ay the first part of the text.”8 these previous examples also show that students were reflecting on their own performances and it enabled student-self interaction because they spent more time to reflecting on the content and their own performance rather than finding a solution to a technical problem. because of the technical problems, interaction with the teacher increased. in some cases, this student-teacher interaction was focused on technical issues and problem solving, and this situation empowered the teacher to use english to help students to decipher what the problem was; this interaction took place not only in the vle but also in face-toface settings. “at the end of the class, students asked some questions about the use of certain tools in the vle and some pronunciation tips.” some people criticize e-learning for language learning because it does not allow real interaction or a real use of the language. in this research, it was possible to demonstrate how students were using the language for communicating about technical problems and they did it in the foreign language. as brown (1994) explains, people learn to interact by interacting with others and taking the risk to communicate something in the foreign language because we have a purpose for expressing ourselves, in that moment. in the forums, students were free to exchange opinions in spanish or english, and some of them gradually started to use the foreign language. they made some mistakes, but the message was understood and it was possible to give a reply. in addition, there was interaction and communication in the foreign language with the teacher in order to solve technical problems. for instance, in the “questions forum” which was designed to solve different students’ inquiries, a student wrote: “hi teacher the activity is very good, is a very good way agreeable and entertained to learn english, but teacher i have a problem, the crossword me does not appear that i doooooooooooooooooooooooooo? can you help me??? ahhhhhhhhh (so crazy!!!!) jajajaj thank you good night and take care.” interaction in a blended learning environment romero 7 “yo me reía de escucharme, y no me gustaba entonces me tocaba grabar una y otra vez.” 8 “…repitiéndolo, como una hora para decir el primer pedacito del texto.” no. 9 (july december 2014) no. 9 (july december 2014) 154 the previous example shows that the student was trying to express herself in english even though she was allowed to write in spanish. in this case, the interaction is person-to-person, and it was not limited by time or space (cámara, 2006). the student expressed herself and gave her opinion in the foreign language; she wanted to communicate a message and was free to use english to express what she wanted. conclusions in general terms, it is not only necessary to divide interaction in two main (human and non-human) types and its specific divisions; it is also significant to have subdivisions depending on the environment this takes places because, for example, student-student was evidenced in face-to-face, but it was not observed in the vle. the use of the virtual module did not promote any student-student interaction in the vle among students because students did not feel the need to work in the vle, and also due to a lack of knowledge of the available tools in the vle. on the contrary, in the face to face settings, the student-student interaction increased. they looked for different opportunities to use the foreign language in simple sentences to express opinions and ask questions. furthermore, the support given by the teacher in the virtual module helped to enhance student-teacher interaction in the vle, and consequently, students were also willing to interact in the foreign language with the teacher outside the class. it also occurred because it was a stress free environment. the anxiety level decreased because interaction was not directly focused on error correction but on the use of the foreign language for communicative purposes. the inclusion of the virtual component was time consuming because it was necessary to give a comment to all the students’ responses, so that they could feel that they were not alone in their language learning process. a new type of interaction emerged in human interaction called teacher-self interaction. this is as important as the other types of interaction because the teacher is also reflecting on the teaching process for helping students with their own learning process. nonhuman interaction was limited due to insufficient computer skills and not enough knowledge on the use of the vle by some students. it is also required to maintain the faceto-face introduction of how to use the vle as it used to be in this specific context for helping students better understand the platform and its main tools. however, there is still a interaction in a blended learning environment romero no. 9 (july december 2014) no. 9 (july december 2014) 155 need to do some changes in the vle, so that students can have a limit of tries or a limit of time and consequently, the tutor can know more about the students’ performance; a different kind of feedback should be given to students in this kind of environment. references bogdan, r. & biklen, s. (1992). qualitative research for education: an introduction to theory and methods. boston: allyn & bacon. bonk, c. & graham, c. (2005). handbook of blended learning: global perspectives, local designs. san francisco, ca: pfeiffer publishing. brown, h. (1994). teaching by principles. englewood cliffs, nj: prentice hall. cámara, p. (2006). el uso de una plataforma virtual como recurso didáctico en la asignatura de filosofía. una investigaciónacción en bachillerato. spain: universidad autónoma de barcelona. retrieved from http://www.tdr.cesca.es/tesis_uab/available/tdx1031107-155233/mpcs1de1.pdf ellis, r. (1999). learning a second language through interaction. amsterdam: john benjamins. frendo, e (2005). how to teach business english harlow: longman gilbert, l. & moore, d. (1998). building interactivity into web sources: tools for social and instructional interaction. educational technology, 38(3), 29-35. hanna, d., glowacki-dudka, m. & conceição-runlee, s. (2000). 147 practical tips for teaching online groups. essentials of web-based education. madison: atwood publishing. herazo, j. (2010). authentic oral interaction in the efl class: what it means, what it does not. profile, 12(1), 47-61. hillman, d., willis, d. & gunawardena, c. (1994). learner-interface interaction in distance education: an extension of contemporary models and strategies for practitioners. the american journal of distance education, 8(2), 30 – 42. kessler, g. (2007). formal and informal call preparation and teacher attitude toward technology. computer assisted language learning, 20(2), 173-188. interaction in a blended learning environment romero no. 9 (july december 2014) no. 9 (july december 2014) 156 klink, m. 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(1989). three types of interaction. the american journal of distance education, 3(2), 1-6. prensky, m (2001) digital natives, digital inmigrants. retrieved from: http://www.marcprensky.com/writing/prensky%20-%20digital%20 natives,%20digital%20immigrants%20-%20part1.pdf sharma, p. & barret, b. (2007) blended learning: using technology in and beyond the language classroom. thailand: macmillan su, b., bonk, c. j., magjuka, r., liu, x., lee, s. h. (2005). the importance of interaction in web-based education: a program-level case study of online mba courses. journal of interactive online learning, 4(1). retrieved from http://www.ncolr.org/jiol/issues/ pdf/4.1.1.pdf author *yuranny marcela romero archila, holds a bachelor’s in education in foreign languages and an ma in foreign language teaching from the universidad pedagógica y tecnológica de colombia (uptc). currently, she is a full time teacher at the uptc and belongs to the research groups bilingüismo y aprendizaje autónomo and joie. she has taught students from kindergarten to university levels in private and public institutions. interaction in a blended learning environment no. 9 (july december 2014) no. 9 (july december 2014) 4 editorial carlo granados-beltrán* welcome to a new edition of gist journal. the collection of research articles for this edition show very clearly what the concerns are for education and the role we are to play as teachers in the current world. it is key as educators that we start fostering in students skills in critical thinking and critical literacy, especially in a world embedded in fake news and extreme polarisation. in this line of thought, luis fernando gómez contributes a case study in which news are used as a means to develop students’ critical intercultural competence in relation to different cultural communities. teachers understand that literacy nowadays imply more than just decoding or encoding written messages. literacy implies being able to read implicit messages in text, to read images, such as ads, cartoons, or online images such as memes. in this area, fredy alexander giraldo contributes a study aiming to develop critical literacy at an undergraduate programme in ibagué; also, maría teresa esteban, adriana márquez and jhon everth ortíz explored how political cartoons could serve the purpose of enhancing critical thinking in an english teacher preparation program, raising awareness about the need to become committed and active citizens. the development of skills has always been a concern for language teachers in the country, and we continue to explore different ways in which they can be strengthened. gladis arias and eliana roberto delved into how abridged novels could not only help students’ oral and written production, but also expose them to other cultural worlds. odilia ramírez and wilfrido muñoz decided to investigate about the way in which transactional communication strategies could boost elementary school pre-service teachers’ in sincelejo. also, in the field of teacher preparation, frank giraldo and daniel murcia decided to approach how pre-service teachers are learning about assessment with an emphasis on the link between theory and practice, assessment of bilingual processes, and knowledge of local policies related to this issue. no. 16 (january june, 2018) no. 16 (january june, 2018) 5 diana durango, clara gonzález and enrique arias’ concern about inequalities in education for upper and lower classes motivated them to investigate about how audiovisual material could help in the implementation of an early bilingual program for pre-school age children of low socioeconomic background. additionally, we have a very timely reflection paper about self-plagiarism by sergio lopera which calls for a joint effort between editors and writers in the interest of maintaining the quality of our publications. we expect our readers find our contributors’ experiences valuable to probably implement similar studies in their own context and also to share with us the results of their current studies to continue building a community of learning and teaching in the fields of bilingual education and foreign language teaching. *carlo granados-beltrán holds an ma in british cultural studies and elt from the university of warwick and an ma in applied linguistics to tefl from universidad distrital. currently, he is doing a phd in education at universidad santo tomás. he is the academic director at the ba in bilingual education at única. he has been teacher of the language department at universidad central, the ba programmes in spanish and languages and spanish and english at universidad pedagógica nacional and the ba in modern languages at universidad javeriana. also, he is guest lecturer for the ma in language teaching at uptc. no. 16 (january june, 2018) no. 16 (january june, 2018) 100 implementing critical literacy in a1 undergraduate students1 implementando la literacidad crítica en estudiantes universitarios de nivel a1 fredy alexander giraldo mahecha2* universidad de ibagué, colombia abstract the aim of this article is to analyze the current teaching practices utilized with undergraduate students at a private university in ibagué-tolima, who are required to complete reading comprehension coursework to obtain their professional degree. two different methods for critical literacy proposed by clarke and whitney, and mclaughlin and devoogd, are used as examples for piloting and implementation stages respectively. two different groups belonging to the same level were chosen to perform the activities during the second academic year of 2017. the collected data was analyzed using grounded thoery procedures. results showed that critical literacy is not a task that has been well developed at the language center. therefore, the author suggests that teacher education in the area of critical literacy should be implemented in pedagogical training. keywords: journals, teaching history, critical literacy, reading comprehension, peer observation. resumen el propósito de este artículo es analizar las actuales prácticas de enseñanza con estudiantes universitarios de una universidad privada en la ciudad de ibagué tolima, quienes deben tomar comprensión de lectura como requisito de su carrera profesional. se utilizaron dos métodos diferentes de lectura crítica propuestas por clarke y whitney, y mclaughlin y devoogd, son utilizados como ejemplos para el pilotaje y la implementación respectivamente. dos grupos del mismo nivel fueron los que realizaron las actividades durante el segundo semestre de 2017. los datos recolectados fueron analizados utilizandos procedimientos de teroría desde la base. los resultados mostraron 1 received: february 23rd 2018/accepted june 1st 2018 2 fredy.giraldo@unibague.edu.co gist education and learning research journal. issn 1692-5777. no.16 (january june) 2018. pp. 100-116. giraldo no. 16 (january june, 2018) no. 16 (janaury june, 2018) 101 que la lectura crítica no ha sido bien desarrolla en el centro de idiomas. por consiguiente, el autor sugiere que los docentes se capaciten en lectura crítica a través de cursos pedagógicos en dicha área. palabras claves: diarios, historia de enseñanza, literacidad crítica, comprensión de lectura, observación de compañeros. resumo o propósito deste artigo é analisar as atuais práticas de ensino com estudantes universitários da universidade particular em ibagué, os quais devem tomar compreensão de leitura como requisito da sua carreira profissional. utilizaramse dois métodos diferentes de leitura crítica propostas por clarke e whitney, e mclaughlin e devoogd, são utilizados como exemplos para a pilotagem e a implementação respectivamente. dois grupos do mesmo nível foram os que realizaram as atividades durante o segundo semestre de 2017. os dados coletados foram analisados utilizando procedimentos de teoria desde a base. os resultados mostraram que a leitura crítica não tinha sido bem desenvolvida no centro de idiomas. em decorrência, o autor sugere que os docentes se capacitem em leitura crítica através de cursos pedagógicos na mencionada área. palavras chaves: diários, história de ensino, literalidade crítica, compreensão de leitura, observação de colegas. giraldo no. 16 (january june, 2018) no. 16 (janaury june, 2018) 102 introduction in daily teaching, it is common for teachers to reflect upon their practice, and the most common way to keep record of their experiences is by using teaching journals. teaching journals are important because they often include aspects of the education process that cannot be seen, such as feelings, personal opinions, thoughts and perceptions of using techniques, students’ reactions to such techniques, difficulties, likes and dislikes of new strategies, and frustrations. gebhard (1999) defines a teaching journal as “a first person account of a series of teaching experiences… in addition, it can create an opportunity to confront the affective aspect of being a teacher, including what annoys, disconcerts, frustrates, encourages, influences, motivates, and inspires us” (p. 79). the journal i keep for the purpose of preparing my classes helped me discover one of the incidents i decided to analyze, because i want to make my teaching more process than product oriented (porter, goldstein, leatherman, & conrad, 1990). while clearly a personal teaching resource, richards and farrel (2005) state that “the journal … may be a source of information that can be shared with others” (p. 68). when one talks to one’s colleagues about issues that have been found in one’s teaching, the journal helps shed lights on certain important incidents that are happening in a given class and how to tackle these situations. additionally, griffee (2012) defines the diary journal as “a document maintained by an individual writing a report to himself or herself on some topic area, such as learning a language or teaching a course” (p. 204). another source of information that was used was peer observation. this source was relevant to discover some of the incidents which were not perceived at first. peer observation consists of watching another teacher’s class in order to obtain understanding of some aspects related to teaching, learning, or classroom interaction (richards & farrel, 2005). after observation comes feedback. giving feedback to one’s peer is the most important aspect of peer observation because it provides teachers with another point of view of the class. there might be aspects that the teacher cannot perceive while he or she is teaching, but the peer will have a new more objective perspective. in addition, reflecting upon one’s own class and having feedback can help a teacher in the process of self-evaluation. a third source, which i never thought would be useful for finding incidents to analyze, is teacher history. the idea of the teacher history comes from the approach of reflective teaching as a means of improving classroom practice (bartlett, 1990). the meaning of critical literacy in a1 students giraldo no. 16 (january june, 2018) no. 16 (janaury june, 2018) 103 reflection by kemmis (as cited in bartlett, 1990) states that “reflection is not just an individual, psychological process. it is an action oriented, historically-embedded, social and political frame, to locate oneself in the history of a situation, to participate in a social activity, and to take sides on issues” (p. 204). through the teaching history, i narrated why i decided to become a teacher, and what inspirations i had during my practice, and also included experiences i have had during my life. bailey (1990) asserts that collecting one’s personal relfections is practical for teachers because, in some cases, “we teach as we have been taught: the patterns that emerge in our current classroom behaviors may have been formed long ago” (p. 218). theoretical framework reading comprehension is a very important skill in everyday life because there are many things that can and need to be read and understood, such as news outlets, magazines, street signs, menus, newspapers, text messages, etc. lopez and giraldo (2011) state in a recent study that there is an urgent need to increase the reading skills of school-age colombian students. the icfes test (instituto colombiano para el fomento de la educación superior), a nation-wide standardized test for high-school students, shows that colombian high school graduates do not reach high levels of reading comprehension (p. 46). repeatedly colombian students in high schools do not achieve high results in exams. thus, students go to higher education institutions feeling frustrated and not knowing what to do when faced with activities related to reading. learning to read is instrumental in learning to think critically. the written word surrounds us daily. it enlightens and confuses, it amuses and depresses us, it heals and sickens us (brown, 2007). in his book pedagogy of the oppressed, freire (1972) states that “the word is more than just an instrument which makes dialogue possible; accordingly, we must seek its constitutive elements” (p. 87). in other words, students need to be more critical when they read a text, no matter what strategy they use to understand it. however, this is not easy because in colombia, the majority of people are not used to being active critical readers. implementing critical literacy to a1 students is not easy. first, before teachers start applying strategies for critical literacy with critical literacy in a1 students giraldo no. 16 (january june, 2018) no. 16 (janaury june, 2018) 104 learners, it is important for them to learn or have a clear understanding of what critical literacy is and of why it is important. “critical literacy is built on exploring personal, sociopolitical, economic and intellectual border identities” (bishop, 2014, p.52). once teachers become critically aware, they need to know how to teach learners to read from a critical view (mclaughlin & devoogd, 2004). a synonym for critical literacy is analytical reading (molden, 2007, p. 50), and it is defined, according to mclaughlin (2004) “as not only a teaching method but a way of thinking and a way of being that challenges texts and life, as we know it” (p. 50, as cited in molden, 2007). the origin of critical literacy evolved from the frankfurt school of critical society theory, which affirms that humans can change society through words and actions (wood, soares, & watson , 2006). the purpose of implementing critical literacy is to help students develop their capacity to use texts to analyze social fields and their systems of exchange (luke, 2012). in other words, teachers need to teach their students how to analyze texts, so that students can discern patterns, designs and complexities, and to develop the capacity to redesign and reshape the texts. the term critical literacy is not new among educators. critical literacy is often confused with critical thinking, but lee (2011) mentions that “critical literacy practices differ from critical thinking skills in that the former are set in a sociopolitical context oriented toward identifying unequal power relationships and serving social justice” (p. 97). in his article, lee also states that critical literacy is not only for higher level students, but that lower level students can also engage to these practices (p. 98); that is why i decided to implement some strategies for critical literacy in reading comprehension with my a1 level. according to king (2010) it is important to keep four variables in mind when it comes to learning how to read successfully: the reader, the text, the strategies, and the goal. reading, in other words, is not only comprehending a text, but also about how to address said text. there are four steps in practicing critical literacy with younger and less proficient learners (abednia, 2015). those steps are: 1) familiarizing learners with critical literacy, 2) negotiating readings, that is coming to an agreement with students about the texts that are going to be read, 3) asking critical questions, and 4) discussing questions collaboratively. with these four steps “critical literacy facilitates not only the integration of different ingredients of a second language but also a meaningful synthesis of language practice and development of critical consciousness” (p. 87). critical literacy in a1 students giraldo no. 16 (january june, 2018) no. 16 (janaury june, 2018) 105 as for the techniques to teach critical literacy, there are various authors who provide teachers with a great variety of activities to tackle reading. amongst these activities, clarke and whitney (2009) propose to work with jones’s framework and multiple perspective text which has three parts: deconstruction, reconstruction, and social action. also, mclaughlin and devoogd (2004) suggest some strategies such as problem posing, the rest of the story (which is an adaptation of problem posing), switching, alternative texts, juxtapositioning, mind and alternative mind portraits, and theme-based focus groups. the choice of the strategy depends directly on the teacher, and the context in which the teacher works. after having analyzed the three sources of information – teaching journal, peer observation feedback and teacher history – i found that one of the most critical drawbacks i had during the instruction of my classes was the lack of activities to analyze texts in my reading comprehension class. this class belongs to a group of students who study at a private universty in ibagué – tolima, and according to the new curriculum of the instituion, need to take three semesters of reading comprehension in english. they are required to complete the levels before they finish 50% of the credits of the degree they are studying. my students make up part of reading comprehension iii, a class which concludes with the writing of an essay. during the first two semesters, students explore important strategies to analyze a text. the texts are taken from authentic readings, not from coursebooks – which use texts for specific levels of learning – and the activities proposed in the booklet students follow in class are related to the strategies the students are studying. in the third semester, they have to review the strategies seen in the previous two semesters in order to place themselves in the position of writer. i tried to make this class different by implementing games such as kahoot, in which students are provided with multiple choice questions about the text they are supposed to read, and they have to answer to win points. it was only when i discorvered my lack of activities that i decided to take action. piloting for the purpose of this exercise, i implemented features of action research, which “specifically refers to a disciplined inquiry done by a teacher with the intent that the research will inform and change his or her practices in the future” (ferrance, 2000). the approach used in this exercise is a qualitative approach. critical literacy in a1 students giraldo no. 16 (january june, 2018) no. 16 (janaury june, 2018) 106 first, i started to read about critical literacy and decided to apply some of the strategies i found. for the piloting, i based my activity on the lyrics “so good,” a song performed by louisa johnson (mac, gimes, & drewett, 2016). according to wood, soares, and watson (2006), song lyrics “help students to key in on their interests and aspects of popular culture” (p. 58). beforehand, i decided to take some words out of the lyrics for students to complete after listening to the song twice. they were delighted to do this listening activity for the first time in their reading comprehension iii. i do not know if they had done something similar in the previous semesters. after the second listening, i went through the lyrics and students told me the answers to the gaps. they did better than i expected (see appendix a). after the initial listening activity, i asked students to read the lyrics of the song and find the message the writer intended to deliver. i provided learners with pieces of paper and markers in order to do the activity. while they were analyzing the lyrics, i wrote on the whiteboard the following questions: “with your partner, discuss: 1) who is the intended audience? 2) what does the author like doing?” the idea of this activity was to engage students to the song. after that, they worked in groups to develop more ideas via these questions: “1) what is the message of the song? 2) if you could ask the author any question(s), which question(s) would you ask?” they had to discuss the questions in small groups and write down their answers. after some time, students taped their work on the walls around the classroom and i had them walk around in order to see and read everybody’s answers to the questions. i call this activity “a gallery-walk”. see figure 1. sample 1 and figure 2. sample 2. figure1. sample 1 figure 2. sample 2 after the class, i started to reflect upon the activity and i decided to use the same one with my other reading comprehension iii class. critical literacy in a1 students giraldo no. 16 (january june, 2018) no. 16 (janaury june, 2018) 107 i wanted to see how different my classes were when analyzing from a critical stance. to my surprise, it was a little bit more difficult for this group, but i could see they were having fun while doing the activity. after reflecting upon the level of difficulty the second class had, one problem arises; are the classes being successful for the purpose of the university? this question requires to do a more specialized research project. once i had seen their work, i made the decision to apply a new strategy, but this time i was going to use two different texts for the first group, and only one for the second, because i observed that the second group had more difficulties developing their ideas from the questions i posed. implementation the strategy i chose for this implementation was switching, which is, according to mclaughlin and devoogd (2004), a strategy that can help show biases in the text as well as make the reader more aware of the author’s intention (as cited in molden, 2007). among the different switches, i decided to use gender switch and ethnic/race switch. the idea of gender switch is to tell the story using the opposite sex, and as for ethnic/race switch, it is to change character’s racial or ethnic characteristics. (p. 54) two of aesop’s fables (aesop, 2017) were given to different groups; androcles and frogs desiring a king. those who read androcles had to identify the moral of the story. then, they had to rewrite the story, this time telling it as though androcles were a girl. for frogs desiring a king, students had to tell the story with different characters, but following the same moral. (see appendix b) students in the first reading class had one hour to read each fable and rewrite the story. at the beginning, they were asking questions to confirm that what they were doing was what i had asked them to do. this first group was very commited to doing a good job, and they were working very well. after one hour, they asked me for more time because they had not finished. after seeing how well they were working, i granted them more time. unlike the first class, the second only had the fable of androcles and they were supposed to do the same activity the fisrt class had done. they had to find the moral and tell the story changing the gender. this group had more difficulties when rewriting the story. some students did not know what to do and they expressed this to me. i had to give them critical literacy in a1 students giraldo no. 16 (january june, 2018) no. 16 (janaury june, 2018) 108 more examples in order to help them write. some groups said, “nothing would change. the story would be exactly the same.” so i posed the question, “are you sure a girl would act the same way androcles did?” after that, they started to change the story. at the end of the class, i collected their pieces of work so as to analyze them. later, i started to reflect upon the activities i had done and wrote in my journal “the second group needs more input and they need to be taught how to think from a critical stance. on the other hand, the first group was more engaged and it was easier for them. what is happening?” after writing the entry, i knew i had to do a focus group to hear their voices regarding the activities. in order to analyze the data, i used the grounded theory, which involves the construction of theory through data collection and analysis (glaser & strauss, 1967). outcomes hearing students’ opinions about the activities was very important for the results. in the focus groups, students from both groups expressed their feelings towards the ambience of the class.3 they commented that “and it was more fun. both activities were good…,” “we try our best. we like to do the activities, it is not only reading and being bored because we have to.” they also stated, “the activities were more didactic,” “it is not an ordinary activity; read a text and answer questions related to it, but there were activities that made us learn. hence, these kinds of activities encourage us to learn english in a differen way.” others said, “i found the activitiy interesting, particularly the fable because it was something different from what we were doing” and “the activities were very good. we utilized new techniques that helped with the comprehension of english because they were not traditional activties mainly focused on reading and answering questions. to name one, the poster.” these impressions were entered in my teaching log. during the class i noticed how students were engaged in doing the activities. they seemed to enjoy what they were doing. “i felt my class was different. students were working well and they looked happy doing the activities,” i wrote. i also received feeback that was not wholly positive. some students believed that the activities were not easy at all, especially when they were asked to make the gender switch. some groups stated 3 students’ comments were translated by the author for publication purposes. critical literacy in a1 students giraldo no. 16 (january june, 2018) no. 16 (janaury june, 2018) 109 that the story would not change at all, because a woman could also behave as a man does. “it was difficult because we have a previous concept. for example, we said that she would never escape, but i said to her that that was something ‘chauvinistic’.” also, they mentioned that it was a different experience because the activities made them doubt as expressed in the focus group: “we start to doubt. we all doubted about the audience,” and “i think that it was more like a bittersweet feeling because we, as women, would act differently.” i appreciated that and wrote in my log that “i could see in their faces that they were thinking and thinking”, and asked myself, “was their level too low for the activity, or was the activity too difficult?” moreover, students felt they were doing a different activity in which they had to be in the author’s position, as if they were talking to the author. “i really liked the activity of being in the author’s feet because it helps infer what we understand.” another said, “cool. we already had an idea of what the fable was about and we put it in another context,” and another, “as for the questions, i think it was innovative because i had never wondered about the author.” ultimately, students reflected upon their daily reading practice and they think these kinds of activities should be used more often. one remarked, “these kinds of activities make you feel like attending class… like learning.” another commented, “in the regular courses we do, but not in reading comprehension.” the implementation of critical literacy strategies for readings was definitely effective, given the joy students felt, as well as the new things they learned in order to enjoy a reading class. “i think that we learn other abilities apart from learning english.” conclusions even though the activities were implemented in two different groups, i could see that the aim of having students read from a critical stance was accomplished. the difference in the level was not an obstacle to perform such activities; i just had to work differently in each group. as for the students, they realized that reading critically has many deviations and it depends on the readers to decide how to tackle the texts. both, students and i, were able to see how differently a text can be aimed and how fun a reading class can be. additionally, students were very committed to participating in the activities and they expressed their sympathy for having a fun and different class. as for the posters, they showed that aspects such as critical literacy in a1 students giraldo no. 16 (january june, 2018) no. 16 (janaury june, 2018) 110 grammar and vocabulary do not affect the result of the activity, but it is an issue that needs to be tackled in further classes. (picture c, d, and e) recommendations once the analysis of the focus group and the teaching log were done, one issue arose: teachers in the language center of the university where the strategies were applied may not know how to teach critical literacy. in order to overcome this situation, it is advisable to train teachers in this area of knowledge, so they can implement a critical view in the reading comprehension classes. for this reason, i have asked the director of the language center to create a space to share this concern and to have a workshop based on critical literacy in reading. the idea of training teachers in this aspect will help improve teaching situations so that classes may become more interesting and meaningful, without leaving aside the main purpose of the course, comprehension of texts – no matter what they study, they can analyze any kind of text. critical literacy in a1 students giraldo no. 16 (january june, 2018) no. 16 (janaury june, 2018) 111 references abednia, a. (2015). practicing critical literacy in second language reading. international journal of critical pedagogy, 6(2), 77-94. aesop. (2017). history world. retrieved from planet pdf: http:// history-world.org/aesops_fables_nt.pdf bailey, k. (1990). diary studies in teacher education programs. in j. richard, & d. nunan, second language teacher education (pp. 215-226). cambridge: cambridge university press. bartlett, l. (1990). teacher development through reflective teaching. in j. richards, & d. nunan, second language teacher education (pp. 202-214). cambridge: cambridge university press. bishop, e. (2014). critical literacy. bringing theory to practice. journal of curriculum theorizing, 51-63. brown, h. (2007). teaching by principles. new york: pearson education. clarke, l., & whitney, e. (2009). walking in their shoes: using multiple-perspectives texts as a bridge to critical literacy. the reading journal, 62(6), 530-534. freire, p. (1972). pedagogy of the oppressed. new york: herder and herder. gebhard, j. (1999). reflecting through a teaching journal. in j. gebhard, & r. oprandy, language teaching awareness. a guide to exploring beliefs and practices (pp. 78-98). new york: cambridge university press. glaser, b., & strauss, a. (1967). the discovery of grounded theory. london: weidenfeld and nicplson. griffee, d. (2012). an introduction to second language research methods. design and data. berkley, california: tesl-ej publications. king, k. (2010, july 22). fj auhxr’s virtual esl clasroom. retrieved april 30, 2017, from blogspot: http://mydaily2cents.blogspot.com. co/2010/07/reading-strategies-by-dr-kathleen-king.html lee, c.-j. (2011). myths about critical literacy: what teachers need to unlearn. journal of language and literacy education [online], 7(1), 95-102. critical literacy in a1 students giraldo no. 16 (january june, 2018) no. 16 (janaury june, 2018) 112 lopez velasquez, a., & giraldo, m. (2011). the english reading strategies of two colombian english pre-service teachers. ikala, revista de lenguaje y cultura, 16(28), 45-76. luke, a. (2012, january). critical literacy: foundational notes. theory into practice, 4-11. mac, s., gimes, c. m., & drewett, e. j. (2016). so good [recorded by l. johnson]. mclaughlin, m., & devoogd, g. (2004). critical literacy. enhancing students’ comprehension of text. new york: scholastic inc. molden, k. (2007). critical literacy, the right answer for the reading classroom: strategies to move beyond comprehension for reading improvement. eric, 44(1), 50-56. porter, p., goldstein, l., leatherman, j., & conrad, s. (1990). an ongoing dialogue: learning logs for teacher preparation. in j. richards, & d. nunan, second language teacher education (pp. 227-240). cambridge: cambridge university press. richards, j., & farrel, t. (2005). professional development for language teachers. strategies for teacher learning. new york: cambridge university press. wood, k., soares, l., & watson , p. (2006, january). empowering adolescents through critical literacy. middle school journal, 5559. critical literacy in a1 students giraldo no. 16 (january june, 2018) no. 16 (janaury june, 2018) 113 appendix a so good – louisa johnson i said i’m ‘bout minutes away one more stop and i’ll be off this i’m free any day of the week, always losing some i told myself i’ll be back by 10 trying to save myself for the but i know me, i hate to miss a don’t say, don’t say i didn’t warn you don’t say i didn’t warn you i live for the moment i wasn’t supposed to go out i should be at home, i got work at 9 shouldn’t be out here doing what i but it feels so good, so good i was only gonna be an hour or two i guess that now i’m here i’m going down with you but it feels so good, so good on my shoulder’s giving up on me no listening to him and i can hardly speak the they play makes me this way, oh yeah it was only 10, how did it get to 3? it’s like i’m in my ow machine but you know me, i’ll never leave don’t say, don’t say i didn’t warn you don’t say i didn’t warn you critical literacy in a1 students giraldo no. 16 (january june, 2018) no. 16 (janaury june, 2018) 114 just live for the moment i wasn’t supposed to go out i should be at home, i got work at 9 shouldn’t be out here doing what i but it feels so good, so good i was only gonna be an hour or two i guess that now i’m here i’m going down with you but it feels so good, so good cause everyone i know is here sours, crying tears living out the best years so keep on toasting shots, cheers know it feels so good i wasn’t supposed to go out i should be at home, i got work at 9 shouldn’t be out here doing what i but it feels so good, so good i was only gonna be an hour or two i guess that now i’m here i’m going down with you but it feels so good, so good critical literacy in a1 students giraldo no. 16 (january june, 2018) no. 16 (janaury june, 2018) 115 appendix b the frogs desiring a king the frogs were living as happy as could be in a marshy swamp that just suited them; they went splashing about caring for nobody and nobody troubling with them. but some of them thought that this was not right, that they should have a king and a proper constitution, so they determined to send up a petition to jove to give them what they wanted. ‘mighty jove,’ they cried, ‘send unto us a king that will rule over us and keep us in order.’ jove laughed at their croaking, and threw down into the swamp a huge log, which came downrplashto the swamp. the frogs were frightened out of their lives by the commotion made in their midst, and all rushed to the bank to look at the horrible monster; but after a time, seeing that it did not move, one or two of the boldest of them ventured out towards the log, and even dared to touch it; still it did not move. then the greatest hero of the frogs jumped upon the log and commenced dancing up and down upon it, thereupon all the frogs came and did the same; and for some time the frogs went about their business every day without taking the slightest notice of their new king log lying in their midst. but this did not suit them, so they sent another petition to jove, and said to him, ‘we want a real king; one that will really rule over us.’ now this made jove angry, so he sent among them a big stork that soon set to work gobbling them all up. then the frogs repented when too late. better no rule than cruel rule. androcles a slave named androcles once escaped from his master and fled to the forest. as he was wandering about there he came upon a lion lying down moaning and groaning. at first he turned to flee, but finding that the lion did not pursue him, he turned back and went up to him. as he came near, the lion put out his paw, which was all swollen and bleeding, and androcles found that a huge thorn had got into it, and was causing all the pain. he pulled out the thorn and bound up the paw of the lion, who was soon able to rise and lick the hand of androcles like a dog. then the lion took androcles to his cave, and every day used to bring him meat from which to live. but shortly afterwards both androcles and the lion were captured, and the slave was sentenced to be thrown to the lion, after the latter had been kept without food for several days. the emperor and all his court came to see the spectacle, and androcles was led out into the middle of the arena. soon the lion critical literacy in a1 students giraldo no. 16 (january june, 2018) no. 16 (janaury june, 2018) 116 was let loose from his den, and rushed bounding and roaring towards his victim. but as soon as he came near to androcles he recognised his friend, and fawned upon him, and licked his hands like a friendly dog. the emperor, surprised at this, summoned androcles to him, who told him the whole story. whereupon the slave was pardoned and freed, and the lion let loose to his native forest. gratitude is the sign of noble souls. author *fredy giraldo has a b.a. in biology and chemistry, is a specialist in translation english spanish, and is a candidate for the title as a magister in english didactics at universidad del tolima. fredy, a former icetex scholar in france, is a professor at universidad de ibague at the language center and at universidad del tolima. he has written articles, essays, and a course book on reading comprehension. critical literacy in a1 students no. 16 (january june, 2018) no. 16 (janaury june, 2018) gist1-2007.indd 98 on the nature of applied linguistics: theory and practice relationships from a critical perspective william sánchez abstract this article explores the relationships between applied linguistics and other related disciplines concerning language use and language teaching issues. it seeks to trace the changes in the view of the relationship between theory and practice in applied linguistics, to explain the reason for those changes, and to discuss the implications for language teaching. some general assumptions that serve as a context for this are presented. it also shows possible forms of interaction between basic and applied science (linguistics in this case) and practical activities, and presents some implications to teacher education and the way these visions have permeated language education and foreign language teaching practices. resumen en este artículo se exploran las relaciones que se dan entre la lingüística aplicada y otras disciplinas relacionadas en cuanto el uso y enseñanza de la lengua se refiere. en éste, se busca identificar los cambios de perspectiva de la relación entre la teoría y la práctica en la lingüística aplicada, explicar las razones de dichos cambios y discutir las implicaciones en la enseñanza de lenguas. para esto, se presentan unas premisas generales que sirven de punto de referencia y le dan un contexto a la discusión. el artículo también muestra algunas posibles formas de interacción entre las ciencias básicas y aplicadas (en este caso la lingüística) y las actividades prácticas. también presenta algunas implicaciones 99 en la formación de docentes y la forma cómo estos enfoques han permeado la formación en lenguas y las practicas docentes en lenguas extranjeras. key words: applied linguistics, language teaching and learning, theory, practice, critical perspective. palabras clave: lingüística aplicada, enseñanza y apredizaje de lenguas, teoría, práctica, perspectiva crítica. introduction no matter how theorists have differed regarding the scope and coverage of applied linguistics, it has been seen as a way of relating basic disciplines with practical language use concerns. foreign language teaching is considered one of its typical domains. mccarthy (2001), in the foreword of his book, defined applied linguistics as the “relationship between knowledge, theory and practice in the field of language”. but a question that arises is “what kind of relationships we are dealing with?”. for a long time, teachers, as well as others professionals, have turned to language science, psychology, sociology and education theories to seek insight for possible solutions to some language teaching and learning problems. among other tendencies in education, in general, and in language pedagogy in particular, critical approaches have been attempting to bridge the gap between theory and practice. one of the great new challenges for teachers, researchers and theorists in the language field is not only to discover other ways of creating interaction between knowledge and practice, but most important, how they can transform each other. in this essay, from a critical approach, i wish to trace the changes in the view of the relationship between theory and practice in applied linguistics, to explain the reason for those changes, and to discuss the implications for language teaching. my interest in this subject derives from my direct contact with these three areas in colombian higher education, as a teacher and also as a student, and my great affinity with critical approaches. to achieve this general aim, i will first present a set of general assumptions that will serve as a context and reference point for the dialogue for which i want to establish a critical approach. second, i will show four forms of interaction between basic, applied and practice. third, i will present some implications to teacher education and the way these visions have permeated language education and foreign language teaching practices. 1. toward a critical approach: some assumptions william sánchez 100 on the nature of applied linguistics this is not the place, for reasons of space, and especially for the criteria of pertinence, to explain what critical approaches are, where they come from, the way they have evolved, their tendencies and strands, and how exactly they differ from traditional approaches. it is important, however, to state a set of basic ontological and epistemological assumptions1 because this set constitutes at the same time an essential requirement and a framework for my own reflection. according to pennycook (2001:5) there are different ways of being critical. from his perspective, being critical implies a set of characteristics: praxis, as a way of continuous reflexive integration of thought and action; a problematic stance, drawing connections between macro and micro relations, seeing them as a problematic matter, understanding their historic evolution; looking for a possible change; self reflexivity (“raising a host of new and difficult questions about knowledge, politics and ethics” (2001: 8) offering a vision of “what is preferable (2001:8), and “heterosis” or new and different ways of doing politics. in my opinion, whatever the meaning of “critical” could be, it would not be reduced to academic traditions and schools of thought. “critical” does not mean a simple theoretical stance or, even less so, a simple intellectual posture. critical would mean true commitments and personal involvement with transformations. i would add that besides true commitments, personal involvements, wisdom, understanding, action and reflection are requisites sine qua non for a real transformation. as in the 19th century, karl marx stated that the aim of philosophers must be the transformation of the world and not a simple understanding of it2 . wisdom is a mix of human 1 there does not seem to be agreement about the meaning of the word critical as a set of general principles or guidelines to be followed. hence, the need arises to state, at least in general terms, the way i understand some terms and concepts, and especially a particular way of viewing some relationships. even though i honestly can say that they are my “own” visions, i.e. my ideals, in the sense of a set of principles that i have incorporated in my life, my action and my discourse for a long time. in each case, when appropriate, i will mention the source of some terms and concepts. 2 but what kind of transformation did marx refer to? today, almost a century and a half later, after very few erratic attempts, and no less false and over promoted disappointments, all of us, committed with one possibility of change, have failed to achieve that goal. this is true, especially if we compare the scientific and technological developments with the real transformation, not only of the social, economic and political realities, but over all with the real improvements of the material and spiritual condition of most humans. inequality and discrimination are not only the consequences of so-called development and modernization. they are the result of capitalist society. 101 instinct, intuition, common sense, inquisitive thought, knowledge and imagination. knowledge and reality (natural and social and human) do not map each other, in a one-to-one correspondence. social and human phenomena, as well as natural ones, are systems or complex structures3 . given their complex nature, social, natural and human realities can, and should, be seen from different and complementary perspectives. no one perspective, discipline, model, theory or approach is able to account for social reality as a whole4 . social and human realities cannot be reduced to either general or particular principles. this does not mean that the former (social and human systems) lack the latter (principles). the uniqueness of social systems and human beings would consist of a perfect combination, a synthesis, of general and particular characteristics. hence, we human beings could understand part of our difficulties, as social actors, to grasp them. descriptions, explanations, comprehension, and understanding of phenomena are attempts to approximate to reality. they all are partial and incomplete products of human knowledge seen from our experiences in our context and our position in the world. human knowledge is a dialectical process that involves a certain level of abstraction, much intuition, creativity and imagination, as well as logical inference (induction, deduction) and a permanent contrast with reality5 . it is neither a mechanical reflection of the natural, social and human world, nor is it a linear process. a holistic view6 of social and human reality is a process in permanent construction, a double way spiral. each process and its corresponding product are a means and not an end in itself. they complement each other in heuristically: analysis and synthesis processes; bottom-up, top-down, micro and macro, general and particular perspectives; simple and complex; inner and outer; patent and latent realities. therefore, a holistic view is a permanent task and william sánchez 3 “complex” is understood here in the sense given by the oxford advanced learners dictionary (2000: 247) “of made of different things or parts that are connected”. oxford university press (2000), sixth edition. cohen et al 4 zuleta (1990) points out that, even against our wishes, absolute theories to account for reality do not exist. see zuleta estanisalo (1990) sobre la idealizacion en la vida personal y colectiva. bogota, tercer mundo editores 5 the dialectic character of knowledge and a model for language production is presented in pardo and ramirez (1980) “lecciones de linguistica general y linguistica española” in revista colombiana de linguistica, vol. 1 num.1. 6 capra (1996) invites us to reflect on holistic approaches following the example given by what he calls the new physics. capra fritjot (1996) el punto crucial: ciencia sociedad y cultura naciente. buenos aires, estaciones. in selliger and shohamy’s book, second language research methods (1989) an opposition between holistic and analytic approaches to research is established. 102 a challenge for all involved in research, theory and practice. and a very definite characteristic of human knowledge is that it is socially constructed7 and that all people involved can contribute to it with their viewpoint from their own experience. it means that everybody has a role and a differentiated responsibility in the construction of a holistic view of the world. and all knowledge, even the most sophisticated, is subject to questioning and critics8 . it is in this frame that i believe a fruitful dialogue could be established between theorists, practitioners and applied linguists in language education. 2. applied linguistics and language teaching: kinds of relationships different terms have been used to refer to the idea of being “applied” as well as different perspectives regarding its relationship to theory and practice. stern (1992: 8 and 9) uses the terms “buffer,” “intermediary.” and “interlevel” to refer to the role of applied linguistics. mcdonough (2002: 17) uses the terms “middle ground” and “mediating position” and “mediator.” on one hand, i question whether it is just a semantic distinction, or whether it reflects any kind of ontological or epistemological assumption or stance. on the other hand, i wonder about the meaning of each of these words and their connotations. does the meaning of the terms have any incidence in the way of seeing theory and research interaction and the role given to each other in the interaction? mccarthy (2001:4) wonders about the kind of relationships between linguistics and applied linguistics. he establishes a dichotomy between hierarchy and partnership. mcdonough (2002:23) explores the relationship between theory and practice and points out that such relationships have “worried many workers in all areas of research, scholarship, teaching, and testing”. this author, (2002:103-105) sees four kinds of relationships between applied linguistics and the teaching profession: co-existence, complementariness, compatibility and collaboration. in order to trace the way in which the relationships between theory and practice have been considered in applied linguistics, i have composed 7 according to grundy (1987) habermas invites us to discuss based on the logic of the best argument and recognizing the validity of our interlocutor. 8 chouliaraki and fairclough (1999) claim for a differentiation between accepting the existence of different points of view (epistemic relativism), and their corresponding discourses does not entail recognising the same level of validity or value for all of them (judgmental relativism). (page 8). on the nature of applied linguistics 103 table 1. it is based on the general model that stern (1983:44) presents as a conceptual framework for second language teaching. there, it is possible to identify three aspects (theory, application and practice), social actors and their ‘roles’, i.e. theorists (theoreticians), applied linguists (mediators) and teachers (practitioners). also, i have separated the right column to show a set of possible relationships, represented by arrows. (b), (a), and (p) stand for basic, applied and practice, respectively. according to my guiding framework, the use of the ‘basic’ instead of ‘theory’ will allow us to think of the possibility that theory, as one way of knowledge, can be generated in each level and to question some assumptions, which would be an exclusive responsibility of theoreticians. reading stern (1992:8), various stages can be traced in the history of language teaching and the different factors that have influenced its development. a first stage in the relationship between theory and practice can be subdivided into three different periods. in the first period, language teaching was directly influenced by phonetics (from 1880 until world war i). a second period (1928 –1940) relates with the growth of educational psychology and research in education (stern, 1992:8). a third period, (1940-1965) according to stern, is “characterized by the increasing influence of linguistics on language teaching.” what do these three moments have in common from my perspective of analysis? they are characterized by a unidirectional and hierarchical relationship and a lack of mediation. we can represent this relationship as (b) à (p). the william sánchez aspects stern’s model campbell’s model 1 social actors/ roles relationships practice methodology pedagogy teachers objectives students practical content research teachers activities (p) procedures materials evaluation organization planning and administration…. practitioner level 3 interlevel context applied linguistics applied linguists language and applied teaching researchers sciences (a) learning educational linguistics theory and mediator research level 2 foundations history of language linguistics teaching and (???) basic linguistics sciences (b) sociology … level 1 theoretician table 1. aspects, models, actors/roles, relationships in applied linguistics to language teaching 104 problems arise on the practice level. but it is on the basic level where the questions are posed, and the solutions given in terms of techniques and methods to be followed by practitioners. i support the lack of an interlevel in the following quote by stern (1992): “just as there was a constant shift from one teaching method to another, the languagerelated sciences seemed to necessitate periodic changes from one underlying discipline to another or from one theory to a newer and better theory. it was in response to this concern that educational or applied linguistics evolved in the early 1960s as a buffer between linguistics and language teaching” (page 8) (my italics) a second phase is characterized by a monodisciplinary, unidirectional and hierarchical relationship, which has its starting point on the basic disciplinary or fundamental level; there, theorists developed theoretical knowledge. this knowledge constitutes the basis on the intermediate level where applied scientists mediate it in designing methods, techniques and materials. these materials, along with directions, are given for implementation on the practice level. it could be considered as a way of preventing problems when theoretical principles go straight from the basic level to the practitioners without any filter, and with disappointing results. practitioners are trained and they put models and approaches into practice. it seems to have been the mainstream vision in the case of applied linguistics for a long time. the first model proposed by the u.s. linguist campbell in 1980, by stern (1983:36) is a sample of that stage. the view of campbell (1980), according to stern (1983: 36), is that the mediator between the practitioner and the theorist is applied linguistics. summing up we can represent it as follows: (b) à (a)à (p). this unidirectional and hierarchical vision between applied linguists, linguists and language teachers could be traced in corder’s thought (1973). according to byram (2000:33), corder’s view is explicitly set out in his book, introducing applied linguistics, a classic text. in this school of thought, a division of work is made and even the applied linguist is considered a consumer or user, and not a producer of theory. corder believed that there was a clear hierarchy of responsibility between three groups of people. linguists produced descriptions of languages. the immediate consumer of these descriptions was the applied linguist, whose job was to mediate the work of the linguist, by producing pedagogical grammars. these pedagogical on the nature of applied linguistics 105 grammars were turned into textbooks and teaching materials, and eventually reached the teachers, whose job it was to actually teach the language. a third phase is represented by the model of stern (1983: 44). in this conception three important differences can be recognized. one, a multi disciplinary fundamental level, where other disciplines serve along linguistics as basic sciences: history of language teaching, sociology, sociolinguistics and anthropology, psychology and psycholinguistics, and educational theory. two, a two-way relationship exists between each of the levels, i.e. a basic level and an applied one, as well as between an applied level and a practical one. both, theoreticians and applied linguists can produce theory, although this work is differentiated according to the nature of the two levels. practitioners, on the most concrete level, continue to be users. this model is theory driven, and above all, the interlevel’s role is to mediate (act as a buffer) between theory and practice, but not prescriptively, as in the previous stages. summing up, we can represent it as follows: (b+c+d+e+f) (a) (p). the hierarchical relationship in this model is only partly broken. first, in stern’s view (1992), a kind of knowledge about language pedagogy derived from an objective, systematic, general and comprehensive vision of reality would be the fundamental element to define the parameters for teaching choices and practices, and to guide teachers to success. second, it involves the way teaching practitioners and their questions are represented. the book is addressed to second or foreign language teachers in general [languages and contexts and levels of education] (page 1) (a) teachers must be able to analyze and interpret the situation in which they teach and (b) they must be to able to plan, develop a policy, and make decisions in the interest of their students and their program, so that the new language is learned as effectively as possible. (page 1). …our purpose is to provide the necessary background knowledge to analyze particular language teaching situations, and to help readers develop the skills needed to ensure that their conceptualisation of language teaching is systematic, coherent and relevant. william sánchez 106 with these goals in mind, we will examine language pedagogy as objectively, comprehensively as systematically as possible. (page 2) this book analyzes current issues in language teaching practice; defines the parameters within the practitioners have to make choices. (my emphasis) one the most interesting aspects in stern’s discourse (1992) is the way in which the practitioner is represented. in the introduction of his book, in stern’s view teachers need ‘parameters’ to act. they ‘don’t fancy themselves as great theoreticians.’ they ‘tend to believe in intuitive and practical approaches.’ they ask for ‘recipes.’ they are ‘quite negative about anything described as theoretical’ and ‘often look askance at ivory tower research.’ also, they don’t seem to be aware that ‘being practical does not mean being thoughtless.’ i wonder if such an image of teachers would explain the need for training them, and if such interlocutors would be considered able to develop their own knowledge and to participate in a real dialogue with theorists and applied linguists. knowledge would be the instrument of power. would teachers be, in this image, empty recipients while those able to produce it in the more abstract levels deliver knowledge? i will return to this point in the analysis and the interpretation of the changes. a fourth stage, in my perspective, would be represented by a triangular relationship between theory, application and practice. it is borrowed from selliger and shohamy (1989). they define these three types of research to carry out in the second language area. diagram 1 is based on their proposal. on the nature of applied linguistics practice aplied basic diagram 1. triangle relationships 107 in my opinion, the hierarchical relationship could be completely broken, as well as the dependence relationships. each actor would have a high level of autonomy. here, differing radically from the previous stage, everyone involved, theorists, applied linguists and mainly teachers, research-teachers and teacherresearchers would have the opportunity to test theories and principles, to question them and to discover new factors and relationships, and to formulate their own hypotheses. the mediation process remains, but it is not the exclusive role of any of the participants. practitioners, applied linguists and theorists can pose their own questions, decide where to ask or answer them: in the basic sciences, in the applied linguistics or even the possibility of developing knowledge based on reflection and action processes. up to now, in the field of language studies the autonomy of basic disciplines has been guaranteed. mcdonough (2002:11) defines applied linguistics as an autonomous problem-solving discipline, with a similar status to linguistics and the other basic disciplines. but what can be said about the status of language teaching and the practitioners? everybody seems to agree that the problems applied linguistics is concerned with are real problems, of the real world, arising in practice. however, so far, it would seem to be that the questions posed and the answers given have been those ones of the theorists and the mediators and not those of the practitioners. this can be reflected in the claim of mcdonough (2002:12) that only until relatively recently, challenging questions (what to teach, how to introduce vocabulary, why students make such type of errors etc.) have had the chance to be posed and answered by teachers. in his view, bottom-up and grassroots questions posed by teachers have found expression in the activities of teachers doing research themselves.” besides, this author points out that despite the fact that these questions have been features of applied linguistics, they have been, to a certain degree, “underrated” ( 2002:12). this last stage could be characterized as a reaction against the theory– driven model. as well it would seem to be originating a reaction in two different strands in applied linguistics in terms of the relationship of theory and practice. one of these strands, represented by mccarthy (2001:4), maintains that applied linguistics is “essentially a problem-driven discipline rather than a theory-driven one.” mccarthy broadens his stance in the following terms: william sánchez 108 applied linguistics can (and should) not only test the applicability and replicability of linguistic theory and description, but also question and challenge them where they are found wanting. in other words, if the relationship between linguistics and its applications is to be a fruitful partnership and neither a top-down imposition by theorists on practitioners […] nor a bottom-up cynicism levelled by practitioners against theoreticians, then both sides of the linguistics/applied linguistics relationship ought to be accountable to and in regular dialogue with each other with regard to theories as well as practices [ …]. (page 4). (my emphasis) but, what does mccarthy refer to with the phase ‘bottom-up cynicism levelled by practitioners against theoreticians’? in my opinion it relates with an epistemological aspect of the discipline, the forms of constructing knowledge, the nature of inquiry, and the aims and the alternative methodological strategies. applied linguistics, as an autonomous discipline, is concerned with different research methodologies in order to solve the problems and the questions posed. according to mcdonough (2002), despite the existence of many traditions in applied linguists, two approaches can be distinguished, and these approaches complement, and balance each other. the first, and perhaps the older one, is the pursuit of the interpretation and explanation, bringing to bear the theory, methods and research results of other disciplines on the problems that present themselves; and the other is the collection of the results of direct research on the problems and the subsequent construction of theories around them. (p. 13) in section three of this paper i will return to the research matters. i think that by tracing them, it is possible to explain, in part, the changes given in the conception of the relationships in the four phases described herein. the other strand is reflected in the critical stance assumed by critical applied linguistics. pennycook (2001:3), in the introduction of his book, referring to the critical applied linguistic concerns, and specifically the need to address the distinction between theory and practice, points out that he prefers to see theory and practice “as more complexly interwoven” and “to avoid the theoryintopractice direction.” this vision could be represented with this spiral form or a permanent cyclical process. on the nature of applied linguistics 109 3. some possible reasons for explaining the changes and their implications for language teaching the term ‘explanation’ is very hard to use in social sciences. concerning human beings and social realities, the act itself of explaining becomes more difficult. even more complicated is the case of human changes. we human beings seem to perceive and interpret the external factors of the objective world as well as ourselves through a complex system in which our schemes of thought and subjective condition interact. so the diversity and complexity of ways we human beings perceive, act, think, feel, behave and express ourselves. oversimplifying the set of assumptions established in section one of this paper, i will attempt to offer some reasons for those changes viewing the relationships described in the previous section. one way to explore the changes in viewing the relationships between theory, application and practice in the field of applied linguistics could be by tracing the way forms of thinking have evolved within the discipline itself. this would be called an immanent change. another possibility is trying to relate it with external pressures that have modified certain traditions in the disciplines. a third possibility, related with the second one, is to see the changes that have occurred in a related field. i choose this last alternative. the reason to choose this alternative might sound simplistic. knowledge, as stated previously in this paper, is a product of human beings. so we are not alone. we are part of social structures, and we participate in social events and interact with others in diverse forms. mcdonough (2002:7) states that the expansion of applied linguistics is due to four main reasons: “the rise of the language teaching industry”; “the explosion of research in second language learning and acquisition motivated by some of the same factors and by theoretical interest”; “the incorporation of more and different areas of research with relevance to language over the years; and the ever-changing array of language problems in our societies.” i believe, in part, that in those reasons for the change is the way of seeing the relationships between theorists, practitioners and applied linguists. basically, i aim to explain these changes and the implications for language teaching based on the theory of three cognitive interests proposed by habermas for the human sciences. grundy (1987) mapped habermas’s theory in her study of curriculum, in the general context of education. education, linguistics and applied linguistics are framed within the social sciences area. i frame language teaching in the general context of education. micro and macro relationships can be seen here. william sánchez 110 grundy’s work (1987) about curriculum is based on habermas about knowledge and interest relationships in social sciences. schematically speaking, habermas (1972), in cohen et al (2002: 29), conceptualises that knowledge serves different interests, and those interests are socially constructed. habermas identifies three kinds of interest: technical, practical and emancipatory. depending on our cognitive interest, our aims and our forms of constructing knowledge vary. based on the terminology used in the table, it is difficult to understand why the first second and third moment of applied linguistics and education could be associated with technical interest. however, it is important to remember that the most influential discipline in applied linguistics has been linguistics. linguistic structuralism, both empiricism and cognitive strands, claims for scientific objective description of language realities. generative grammar tries to discover the rules and principles that determine the properties of languages. tollefson (1995:1) claims that until recently, the socio-political and economic contexts had not been included in the preparation of most language education and esl teacher programs. as a result teachers and applied linguists could not establish links between educational practices and socio-political factors. in the preface of his book (p. ix) the author attributes a great responsibility in widening the gap between teachers, who are interested in pedagogy of language teaching and learning, and the researchers, who are interested in theories of language and society, to the development of applied linguistics as a distinct academic discipline. on the nature of applied linguistics cognitive aims epistemology curriculum applied linguistics interest language teaching technical prediction and positivism and scientific style controlled and controllable first, second and control success laws uniform and pre-determined third phase rules purposes theory driven prediction predictable purpose control oriented experiences passive research objects ordered instrumental experiences effectively knowledge organized quantitative outcome evaluation approaches practical understanding hermeneutic styles opening process fourth phase and interpretive methodologies diverse problem-driven interpretation qualitative approaches multidimensional strand acting subjects fluid interacting and language less monolithic power meanings and intentions problematic relational emancipatory emancipation ideology critical style social emancipation four phase and freedom praxis (action informed equity critical by reflection) democracy applied linguistics freedom interwoven individual and collective empowerment table 2. cognitive interests, epistemology, lt curriculum and al 111 in teaching practices we can associate with curriculum planned, organized and structured in advance, in general in a bureaucratic way and imposed in an institutional hierarchy (some design and make decisions and others implement). curriculum planning is unidirectional: beginning on a foundation level (where the philosophical and theoretical concepts are developed: conceptions about language, society, learning and teaching are stated); followed by the policy level (where all decisions are made in advance: objectives, content, experiences, strategies, timing, levels, resources, as well as the criteria, ways, mechanisms and moments of evaluating): ending in the implementation level. just at this point the process of evaluation starts. quasi-experimental validation is used and quantitative methods applied to validate curriculum proposals.9 teachers in general participate only on the implementation level. their participation is reduced and the criteria of effectiveness and efficacy are imposed. the evaluation is standardized and is carried out in general by an external agent. training is on the basis of their education and the updating process. technical rationality is imposed. innovation is reduced to implementation of techniques and strategies and the introduction of new resources. theory precedes action. practical rationality opposes instrumental rationality. practical interest is reflected here. an emergent model arises with the development of alternative forms to knowledge and research. we could associate this with the fourth stage in the relationship between theory and practice in applied linguistics to language teaching. hermeneutical procedures and a subjective logic substitute the objectivist one. small-scale projects are developed with personal involvement of the research teachers along with the people involved in the specific situation. the purpose is the understanding of the actions. based on the definitions of the situation, teachers and students attempt to interpret the specific context and assign meanings to their learning and teaching actions.10 research processes in the classroom could promote reflection of all participants. teachers’ actions are re-dimensioned, giving origin to new processes of awareness. action research projects promote 9 following this model, i have participated in the design of two curriculum proposals for two foreign language teacher-training programs. 10 i have participated in two projects of this nature. one about evaluation in the primary schools and another in higher education, related to the pedagogy of research with undergraduate students. william sánchez 112 student participation. the climate and the relationships between the participants improve motivation. action research projects permit teachers to carry out contextualized processes of observation, reflection, action and evaluation in a different number of cycles. any phase of the cycle could be the starting point. theory is taken here just as point of reference and can succeed or precede the practice in any stages of the cycle. inductive processes could be taking place and new interpretations and meanings can arise. if possible, the participation of an external observer is important. the triangulation of information could contribute to a better interpretation of the experiences. the emancipatory interest is associated with freedom and critical styles and approaches. the concept of ideology as well as action and reflection are central here. teachers, students and those involved in the process concerning equality and democracy. understanding and interpreting are considered previous phases to transformation of the reality. individual and collective empowerment and emancipation are promoted. many conflicts can arise in these kinds of projects. the opening of the process, the lack of outcomes defined in advance, the diversity of interests as well as the multidimensionality of aims can have negative effects on the participants: many of them feel they are wasting time because the process has more value than the results. some teachers miss their capacities and possibilities of power and control over others. the general tendency is an attempt to go backward, retake control and power. tradition exerts great pressure on the participants, especially in those contexts that reject the possibility of change. it is not a linear process: one step forward could be accompanied with two steps back. 4. conclusion i traced four stages in the way of viewing the relationships between theory and practice in applied linguistics. the predominant vision can be associated with the technical interest. one new vision is emerging with two strands. this vision can be related with the practical and emancipatory interests. the most important consequence of this change of vision is that practice achieves its autonomy. this permits new relationships between the three levels. disciplines evolve. paradigmatic changes bring with them a shift in ontological and epistemological assumptions. changes in one discipline could be mapped on others. changes dealing with a specific aspect (conceptual, methodological, philosophical) go hand-in-hand on the nature of applied linguistics 113 with a set of implications and consequences with different aspects. changes are reflected in the discourse and can be traced through it. explanation on the conceptual or theoretical level demands a theory on a higher level, meta conceptual and meta theoretical. sciences, their products and practices are social in nature. so, they must be socially contextualized. given the influence on language teaching today, it would be interesting to analyze the ways of seeing the relationship between theory and practice in the case of sociolinguistics and psycholinguistics. references byram, m. 2000. ed. routledge encyclopaedia of language teaching and learning. routledge. capra f. 1996. el punto crucial: ciencia, sociedad y cultura naciente. buenos aires, estaciones. [there exist an english version: the turning point: science, society and the rising culture. 1983. london fontana] chouliaraki l. and fairclough n. 1999. discourse in late modernity: rethinking critical discourse analysis. edinburgh, edinburgh university press. cohen l. et al. 2000. research methods in education. 5th edition. london, routledge falmer grundy s. 1987. curriculum: product or praxis. london, falmer press mccarthy m. 2001. issues in applied linguistics. cambridge, cambridge university pres mcdonough, s. 2002. applied linguistics in education. london, arnold. pardo f. y ramirez a. 1980. lecciones de linguistica general y linguistica española. in revista colombiana de lingüística. vol. 1 num 1. bogota pennycook a. 2001. critical applied linguistics: a critical introduction. mahwah, nj, lawrence erlbaum associates, publishers. seliger h. and shohamy e. 1989. second language research methods. oxford, oxford university press stern h.h. 1983. fundamental concepts of language teaching. oxford, oxford university press. stern h.h. 1992. issues and options in language teaching. edited by allen p and harley b. oxford, oxford university press. tollefson , j. 1995. power and inequality in language education. cambridge. cambridge university press zuleta e. 1990. sobre la idealizacion en la vida personal y colectiva. bogota, tercer mundo editores. william sánchez 114 william sánchez has worked for more than five years as a sociolinguistics teacher and as a general coordinator and tutor of research in applied linguistics in a foreign language teacher education undergraduate program; as a teacher in three language programs: spanish as a second language, and english (foreign language) and spanish (native language) for academic purposes (reading and writing) at pontificia universidad javeriana and universidad nacional de colombia in bogotá in a metatheoretical project in sociolinguistics. he has done research in an ethnographic research project in evaluation; and two action research projects related with undergraduate curricula: a pedagogical model for research education and a general proposal for a foreign language teaching curricula. e-mail: williams@javeriana.edu.co on the nature of applied linguistics 147 using tasks to assess spanish language learning1 leonardo herrera mosquera2* universidad surcolombiana, colombia abstract the methodology of task-based teaching (tbt) has been positively regarded by many researchers and language teachers around the world. yet, this language teaching methodology has been mainly implemented in english as a second language (esl) classrooms and in english for specific purpose (esp) courses; and more specifically with advanced-level learners. the present experimental research study aimed at proving the feasibility of a task-based assessment (tba) approach in a different learning context: a beginning spanish class. that is to say, contrary to the traditional tbt-tba implementation, the experiment was conducted in a foreign language class with students bearing a low level of language proficiency. the research produced positive results in terms of students’ linguistic and communicative performance. keywords: task, task-based teaching (tbt), task-based assessment (tba). resumen la metodología de enseñanza basada en tareas (tbt, por sus siglas en inglés) ha tenido gran acogida por parte de investigadores y profesores alrededor del mundo. sin embargo, este enfoque ha sido implementado principalmente en programas de inglés como segunda lengua (esl) o en cursos de inglés con propósitos específicos (esp); y más enfáticamente con estudiantes de niveles avanzados. el presente trabajo investigativo experimental busca demostrar la viabilidad de una metodología de evaluación basada en tareas (tba) en un contexto diferente: una clase de español para principiantes. es decir, contrario a la tradicional implementación de tbt y tba, este experimento se llevó a cabo en una clase de lengua extranjera con estudiantes de un nivel bajo de competencia lingüística. la investigación arrojó resultados positivos en términos de desempeño comunicativo y lingüístico. palabras claves: tareas, enseñanza basada en tareas (tbt), evaluación basada en tareas (tba). 1 received: august 11th, 2011 / accepted: may 14th, 2012 2 email: lehemos@hotmail.com gist education and learning research journal. issn 1692-5777. no. 6, november 2012. pp. 147-158 no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 148 resumo a metodologia de ensino baseada em tarefas (tbt, pelas suas siglas em inglês) tem tido grande aceitação por parte de pesquisadores e professores ao redor do mundo. entretanto, este enfoque tem sido implementado principalmente em programas de inglês como segunda língua (esl) ou em cursos de inglês com propósitos específicos (esp); e mais enfaticamente com estudantes dos níveis avançados. o presente trabalho investigativo experimental busca demonstrar a viabilidade de uma metodologia de avaliação baseada em tarefas (tba) em um contexto diferente: uma aula de espanhol para principiantes. melhor dito, contrário à tradicional implantação de tbt e tba, este experimento foi realizado em uma aula de língua estrangeira com estudantes de um nível baixo de competência linguística. a pesquisa deu resultados positivos em termos de desempenho comunicativo e linguístico. palavras chaves: tarefas, ensino baseado em tarefas (tbt), avaliação baseada em tarefas (tba). literature review in recent decades, tasks have become an important methodological tool within the language teaching and learning process, especially in the field of second language acquisition (sla). but what do researchers and teachers mean by task? a frequently cited author on this issue is long (1985), who offers a general definition that ranges from a non-verbal event such as painting a fence or dressing a child to a more communicative event such as taking a hotel reservation or borrowing a library book. according to long, almost any action people perform in their daily life can be called a task. this definition has been repeatedly used as a starting reference point by other theorists. nunan (1989) depicts a more communication-oriented definition stating that a communicative task is “a piece of classroom work which involves learners in comprehending, manipulating, producing or interacting in their target language while their attention is primarily focused on meaning rather than form. the task should also have a sense of completeness, being able to stand alone as a communicative act in its own right”. breen (1989) calls a task any language learning activity, no matter the level of complexity, that follows a structured workplan. this workplan is intended to provide learners with opportunities to develop using tasks to assess spanish language learning herrera mosquera no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 149 their linguistic and communicative competences. breen adds that tasks need to have well-defined objectives, content, procedures, and outcomes in order to facilitate the language learning process. following on breen’s perspective of task, we could cite lee (2000), who offers a definition in which a structured workplan for the task is a requirement. lee emphasizes two fundamental elements for the accomplishment of a task: there must be a focus on meaning, and interaction must be the means through which the objective is met. other authors like bygate, skehan, and swain (2001) define tasks as activities that require learners to use language, with emphasis on meaning, to attain an objective. ellis (2003) defines tasks as activities that call for primarily meaningfocused language use. as we can see from these definitions, tasks call for a focus on meaning so that they resemble linguistic events that occur in real-life circumstances. these real-world tasks are also known as rehearsal or target tasks (common european framework, p. 157). making classroom tasks similar to real-life communicative acts was my main concern when designing assessment tasks for the study herein described. even if the object of study was a grammatical component, i adapted it in such a way that the assessment task would resemble a realworld communicative event. teaching methodologies that incorporate such tasks as central components of the curriculum are denominated task-based instruction (tbi) or task-based teaching (tbt). however, the present study focuses on just one portion of the tbt process: assessment or task-based assessment (tba). that is, tasks have been designed and implemented in this study as a means to assess students’ linguistic and communicative skills and to offer appropriate feedback. for the purpose of the present study, i designed communicative assessment tasks that combine elements of both types of assessment (system-based and performance-based). the themes, lexical items, and grammatical structures already stated in the spanish 1 syllabus were incorporated into the design of the tasks in a way that better resembled real-world communicative events, also known as target-language use (tlu) tasks. i also want to add that most of the tasks designed for this study were integrative in that they integrate two or more language skills (listening and writing, reading and speaking, and the like) or two or more linguistic components (grammar, vocabulary, pronunciation, etc.). methodology research design the present experimental research sought to measure the impact of a task-based assessment approach in the learning of spanish at a middle school level. the target population consisted of all spanish using tasks to assess spanish language learning herrera mosquera no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 150 1 students in a middle school in the united states of america. the name of the school will not be disclosed for confidentiality reasons. the accessible population consisted of four classes or groups of spanish 1 students. these four classes were part of my teaching assignment during the 2009-2010 school year. since the groups (accessible population) were already established, the experimental group design implemented is the static-group pretest-posttest. an entrance test was administered to both the treatment and control groups, followed by a six-month treatment. an exit test was administered to both groups as well. differences in performance scores between the treatment and the control groups demonstrate the effect of the treatment considering all the intervening variables and factors. groups and sample a sample of convenience was used in this study. two out of the four spanish 1 classes were randomly selected as the treatment group and the remaining two classes were designated as the control groups. all four groups consisted of seventh and eighth grade students with ages ranging between 11 and 14 years. the characteristics analyzed in this study were group size, gender, grade level, and spanish background for both the treatment and the control groups. students who had had any kind of contact with the spanish language, whether at home or at school, qualified as having some background in spanish. this information was obtained from the entrance personal survey. instrumentation on the first day of class (september 2009), students filled out a form with information regarding personal data, their background in spanish, and their motivation to learn spanish. these data provided significant information for the interpretation of results. on the second day, a spanish entrance test was administered to all four groups (accessible population). this test consisted of 30 questions of vocabulary and grammar. the questions for this test were taken from the textbook online self-tests for the first two chapters. the treatment consisted of 10 task-based tests administered during the first semester, september 2009 to january 2010. these task-based tests were administered only to the two treatment groups. the two control groups were administered traditional quizzes such as multiple-choice, matching, and fill-in-the-blank type tests. the content using tasks to assess spanish language learning herrera mosquera no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 151 for the task-based tests was dictated by the textbook syllabus and adapted according to real language demands. for example, instead of just asking students to complete drills with verbs in the present tense, students answered a survey of trends and preferences, which required the use of verb inflections in this tense. the process of adapting the tasks according to the spanish syllabus was completely done by the teacher-researcher. in some task-based models such as that proposed by breen (1987), students are responsible for performing their own needs analysis, designing procedures, and reflecting on the whole learning process. candlin (1987), in turn, proposes that teachers may bring curriculum specifications as options for students to consider in their task-designing process. students in the treatment groups received a complete description of the task (workplan) and started preparing with classmates in the allotted preparation time. the task handouts contained the task description, performance guidelines, and assessment rubric, if necessary. this phase when students learn about the task requirements is what i call pre task. the post task corresponds to the analysis of the task performance by the teacher and the students. by the end of the semester (january 2010), all groupsthe treatment and controltook the midterm written exam, which had already been designed by the foreign language department of the school. this test consisted of 139 multiple-choice questions, with 40 listening comprehension questions, 40 vocabulary questions, 40 grammar questions, and 19 textual comprehension questions. along with the midterm written exam there was a midterm speaking exam. on this speaking exam, all students from both the treatment and the control groups were interviewed by an external interviewer, another spanish teacher invited to participate in the research. this ten-question interview constituted the tenth assessment task and was titled entrevista de trabajo 2 (job interview 2). students were questioned about personal information, personality traits, favorite indoor and outdoor activities, school information, and other general topics such as dates and times. all instruments in this study were administered to all groups except for the 10 assessment tasks which corresponded to the treatment. similarly, all instruments were administered by the classroom teacher (researcher) except for the semester speaking test. the personal information form and the midterm multiple-choice exam were designed by the foreign language department of the school. the ten assessment tasks and the semester speaking test were designed by the researcher. yet, the speaking test was administered by a guest teacher who had the using tasks to assess spanish language learning herrera mosquera no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 152 possibility to choose among a wide range of questions—that is, there was not a fixed 10-question interview. it was pivotal to invite an external interviewer for the speaking exam as well as to take the above-mentioned steps in order to make the study more valid. an external teacher or interviewer would not be able to exert any influence on the interviews nor on the results. they would not even know how groups were composed or which groups corresponded to the treatment or control. in this regard norris et al. (1998) state that validity is one of the main threats to the effective implementation of a task-based language approach. data collection the grading software “gradequick” was used to enter grades and calculate the groups’ averages (mean and median) for the entrance test and the midterm multiple-choice exam. the semester speaking exam was graded by the tester (guest teacher) using the rubric on the task handout. all ten assessment tasks were graded by the classroom teacher, but these grades were not used for the final analysis of this study. the grading by the teacher-researcher might threaten the validity of the study. the teacher’s journal of observations on the pre task, during, and post task phases were added to the analysis of the quantitative information. thus, qualitative and quantitative information were combined in the analysis. data analysis scores obtained on the semester written and speaking exams were compared to the scores obtained on the entrance test for each group. both the group means and the medians (arithmetic measures) were calculated in order to have a more reliable evidence of the results. the comparison between the entrance test and the exit test averages provided relevant information regarding the effect of the treatment (implementation of a task-based assessment approach). results an entrance test, a midterm speaking exam, and a midterm multiple-choice exam were the principal assessment tools used in the present study to measure the impact of a task-based assessment approach on the learning of spanish as a foreign language in a middle school in the united states. using tasks to assess spanish language learning herrera mosquera no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 153 entrance test this test was administered on the first week of the 2009-2010 school year (september). it was administered to four spanish 1 classes in order to measure their initial level of spanish language proficiency. the test consisted of 30 multiple-choice questions assessing vocabulary and grammar. all four groups obtained scores in the 30-40 range on the entrance test, which meant that all groups were bearing a similar level of language proficiency. these numbers are intended to give us an idea of students’ level of language proficiency and background knowledge before undertaking the treatment for the present study. midterm multiple-choice exam the midterm multiple-choice exam consisted of 139 questions distributed as follows: 40 listening comprehension questions, 35 vocabulary questions, 40 grammar questions, and 24 questions for textual comprehension. this exam was designed by the foreign language department of the school in previous years. students took this exam on the last week of january 2010. it took them between 50 and 70 minutes to complete this test. the two treatment groups showed the highest averages (83 and 87 respectively), and the spread of the data for all groups was quite similar. even though the treatment groups were never assessed throughout the semester using multiple-choice type tests, they did very well on this midterm test to the point of obtaining higher scores than the groups who were always assessed using multiple-choice tests. midterm speaking exam the midterm speaking exam consisted of a 10-question interview covering topics such as personal information, likes and preferences, personality traits, school subjects, and other general questions about dates and times. these were the topics covered during the first semester by the four groups. the tester was a spanish teacher from the school who was invited to assess students in order to make the research more valid. this teacher has great experience teaching spanish 1 students as well as teaching the spanish curriculum of the target school. the tester was instructed to select the questions she wanted from a long list, or even to ask the questions she considered suitable for the conversation. these interviews were administered during two 90-minute class periods. using tasks to assess spanish language learning herrera mosquera no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 154 once again, the treatment groups obtained the highest averages, 92 and 96 respectively. these results are consistent with the way students in these two groups were assessed throughout the semester. most of the tasks were aimed at speaking; therefore students were better trained to take this type of test. the difference in averages between the treatment and the comparison groups is both statistically and practically significant, which enables us to suggest the assessment treatment as a great alternative to use in the teaching of spanish. yet this suggestion as well as others will be more deeply explained in the following section, along with conclusions. statistical analysis this statistical analysis consisted of an independent samples t-test using the statistics program spss (statistical package for the social sciences). what this t-test did was to compare the difference in means obtained in both midterm exams (multiple-choice and speaking) by the treatment and the control groups. from this operation, it was determined if the difference in means was statistically significant. also calculated was the probability of obtaining the same result by chance. in order to make this conclusion, the .05 level of significance was used. that is, if the difference in means was of .05 or less, it would be considered statistically significant. if the difference in means was bigger than .05, the probability of obtaining the same result by chance is bigger and therefore the research hypothesis may not be well-supported. the statistical result showed that the difference in means was not statistically significant at the 0.05 level. that is, the significance (2 tailed) obtained (.391) is bigger than the 0.05 reference level. in other words, the possibility of obtaining the same difference in means by chance is 39.1 out of 100 (too large probability). however, as previously stated, this difference in means has a practical significance taking into account that the treatment groups were never assessed through multiple-choice type tests during the semester. yet, they obtained a two-point higher score in their means. on the speaking test, the mean for the treatment groups is 4.5 points higher than the mean for the comparison groups. the statistical operation showed that the difference in means was statistically significant at the 0.05 level. that is, the significance (2 tailed) obtained (0.024) is smaller than the 0.05 reference level. in other words, the possibility of obtaining the same difference in means by chance is 2.4 using tasks to assess spanish language learning herrera mosquera no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 155 out of 100 (a small probability). this difference was expected because the treatment groups were mostly assessed through oral type tests during the entire semester. to sum up, the treatment groups obtained higher scores in both semester exams, but only in the speaking exam was the group score (means) considered statistically significant according to the independent samples t-tests. conclusions and recommendations the treatment applied in this study produced positive results in students’ performance on both semester exams. even though students in the treatment groups were never assessed through multiple-choice type tests, they obtained higher scores on the midterm multiple-choice exam than the control groups. this result indicates that students can be taught a language, in this case spanish, following a communicative approach and assessed through communicative tasks, and still be prepared for psychometric type tests (i.e. multiple-choice tests). the main conclusion that this study depicts is that task-based language assessment in a middle-school spanish class is not only possible but also effective. students were taught and assessed following a task-based language approach and when they were assessed at the end of the semester, their scores in both the speaking and the written multiple-choice exams were higher than those of the control groups. the language assessment approach implemented in this study is highly recommended in terms of high achievement on speaking tests and on multiple-choice type tests. in other words, the six-month treatment applied in the two spanish classes at this middle school produced higher levels of communicative and linguistic performance in students. however, for further studies in this specific area (tba in a foreign language class), it is suggested to have a more extensive period of teaching and assessment in order to confirm the results of this treatment. if future research studies confirm these results, the implementation of a tba can be generalized to other levels of language proficiency as well as to other language learning processes, as foreign or second language. if tba is to be adopted, i propose the following recommendations that can make task-based language assessment smoother and the learning process more effective. it was observed that students get very nervous when taking oral tests or performing oral tasks, especially those in which they are to speak in front of the class. then, it is highly recommended that teachers do significant preparation on the pre task stage so that students’ level of anxiety can be lowered and consequently their language performance can increase in spontaneity and fluency. using tasks to assess spanish language learning herrera mosquera no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 156 that is why on the pre task stage students need to be given sufficient time to comprehend the task, to ask for clarifications, to practice, and to rehearse interactions. according to krashen (1985), once the anxiety variable is controlled and the motivation is enhanced, students are better prepared for language learning success (affective filter hypothesis). the post-task is another learning momentum for both teachers and students. on the one hand, the teacher can benefit from students’ reflection and feedback (metacognitive reflection) and make adjustments to the task or the task process. on the other hand, students can benefit from the teacher’s feedback regarding linguistic, communicative, or interactional performance. these two task stages will undoubtedly help students lessen their level of stress as well as reflect on their own language learning process. group tasks can also serve well the demands of some real-life tasks (due to their interactive nature) at the same time that help students cope with pressure. however, in group tasks teachers must ensure that all students have the same load of communicative information to produce during the task. another assessment alternative according to the students’ opinions is one-to-one oral interviews, preferably with the teacher. thus, a good combination of group conversations, dialogues, and interviews may compose a good repertoire of task-based language tests. since oral tests are generally more time-consuming than written tests, it is recommended that teachers design rubrics that can be easy to use by the teacher and easy to understand by students. these rubrics must be incorporated into the task description sheet so that students can refer to them before and after accomplishing the task. it is suggested that teachers use the same rubric, if possible, for each task so that both teacher and students get familiar with them. familiarity with the rubric will allow the teacher to maintain good control of time in order to not fall behind in the development of syllabus content. as stated throughout this article, despite the fact that task-based language teaching models have been traditionally applied in second language classrooms and special language programs (immersion, specific purpose, etc.), this experiment showed that a task-based language assessment model is possible in a foreign language classroom. as prahbu (1987) suggested, effective learning occurs when students are fully engaged in a language task, rather than just learning about the language. this experiment also showed that a task-based language model can be implemented in beginning language classes with positive results. the implementation process may not be as smooth as that in higher using tasks to assess spanish language learning herrera mosquera no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 157 proficiency groups or that in specific purpose programs, yet a significant degree of communicative and linguistic competence can be achieved. as willis and willis (2007) put it, “this is one of the most valuable things we can give a learner: the confidence and willingness to have a go, even if their language resources are limited” (p. 2). finally, this study intends to serve as the foundation or complement of further studies on task-based language learning processes in foreign language classrooms. the results obtained in this research project are satisfactory, yet it is my expectation that more teachers and researchers will carry out similar experiments that confirm not only these results but also the benefits of the task-based language teaching methodology. references breen, m. (1989). the evaluation cycle for language learning tasks. in r. k. johnson (ed.), the second language curriculum. cambridge, united kingdom: cambridge university press. breen, m. (1987). learner contribution to task design. in c. candlin and d. murphy (eds.), language learning tasks (pp. 23-46). englewood cliffs, nj: prentice hall international. bygate, m., skehan, p., & swain, m. (2001). researching pedagogic tasks, second language learning, teaching, and testing. harlow, england: longman. candlin, c. (1987). towards task-based language learning. in c. candlin and d. murphy (eds.), language learning tasks (pp. 5-22). englewood cliffs, nj: prentice hall international. common european framework (2008). tasks and their role in language teaching, 7, 157-167. ellis, r. (2003). task-based language learning and teaching. oxford: oxford university press. krashen, s. (1985). the input hypothesis: issues and implications. beverly hills, california: laredo publishing co., inc. lee, j. (2000). tasks and communicating in language classrooms. boston: mc grawhill. long, m. (1985). a role for instruction in second language acquisition: task-based language teaching. in k. hyltenstam and m. pieneman (eds.), modelling and assessing second language acquisition (pp. 83-96). san diego, california: college-hill press. using tasks to assess spanish language learning herrera mosquera no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 158 norris, j., brown, j., hudson, t., & yoshioka, j. (1998). designing second language performance assessment. technical report. hawaii university, manoa: second language teaching and curriculum center. nunan, d. (1989). designing tasks for the communicative classroom. new york: cambridge university press. prabhu, n.s. (1987). second language pedagogy. oxford, united kingdom: oxford university press. willis, d., & willis, j. (2007). doing task-based teaching. oxford: oxford university press. author * leonardo herrera mosquera has a b.a. in modern languages from universidad surcolombiana and m.a. in tesol from greensboro college. he is currently working as full-time professor in the department of teacher education at universidad surcolombiana. email: lehemos@hotmail.com using tasks to assess spanish language learning no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) gist2014finalfinal.indd 66 tucker signing as a phonics instruction tool to develop phonemic awareness in children1 tucker signing como herramienta fónica para el desarrollo de la conciencia fonética en niños amanda carolina valbuena2* institución universitaria colombo americana, única, colombia abstract to develop reading acquisition in an effective way, it is necessary to take into account three goals during the process: automatic word recognition, or development of phonemic awareness, reading comprehension, and a desire for reading. this article focuses on promoting phonemic awareness in english as a second language through a program called tucker signing. twenty-five first grade students in a public school participated in the study using the program as phonics instruction. in the process, students would see a word, do a movement with the left hand as a representation of the grapheme, and make the sound. to analyze if the program was useful, students took a preand post-test, and results were compared. findings show that the program helped children to develop phonemic awareness through the identification and the relationship between each of the twenty-seven english graphemes (letters) and most of their corresponding phonemes (sounds). at the end, students developed phonemic awareness through the identification of english phonemes without the mix to translate from their l1 (spanish) to the l2 (english); although some phonemes like “th” /θ/ /ð/, “j” /dʒ/, and vowels would need more reinforcement. keywords: reading, phonemic awareness, phonics instruction, the tucker signing program, grapheme, phoneme 1 received: november 18, 2013 / accepted: april 11, 2014 2 caro_20_20_20@hotmail.com gist education and learning research journal. issn 1692-5777. no. 8, (january june) 2014. pp. 66-82. valbuena no. 8 (january june 2014) no. 8 (january june 2014) 67 resumen para desarrollar la lectura de manera efectiva, es necesario tener en cuenta tres objetivos durante el proceso: reconocimiento automático de las palabras (desarrollo de conciencia fonémica), comprensión lectora y deseo por leer. este artículo se enfoca en promover la conciencia fonémica en inglés como segunda lengua, a través del programa tucker signing. veinticinco estudiantes de primer grado de un colegio público participaron en el estudio usando el programa tucker signing como instrucción fónica. los estudiantes que participaron en el proceso tenían que observar una palabra, hacer el movimiento con la mano izquierda como representación de cada grafema de la palabra, y finalmente reproducir el sonido de cada grafema. para analizar si el programa era útil, los estudiantes tomaron un test diagnóstico y un test posterior a la implementación del programa con el propósito de comparar los resultados. los hallazgos muestran que el programa ayudo a los niños a desarrollar conciencia fonémica a través de la identificación y de la relación de cada uno de los veintisiete grafemas (letras) en inglés y la mayoría de sus fonemas correspondientes (sonidos). al final los estudiantes desarrollaron conciencia fonémica a través de la identificación de los fonemas en inglés, sin mezclar o traducir de su l1 (español) a su l2 (ingles); sin embargo algunas vocales y fonemas como “th” /θ/ /ð/, “j” /dʒ/ necesitarían más refuerzo. palabras clave: lectura, conciencia fonémica, instrucción fónica, the tucker signing program, grafema, fonema, resumo para desenvolver a leitura de maneira efetiva, é necessário considerar três objetivos durante o processo: reconhecimento automático das palavras (desenvolvimento de consciência fonêmica), compreensão leitora e vontade de ler. este artigo se enfoca em promover a consciência fonêmica em inglês como segunda língua, através do programa tucker signing. vinte e cinco estudantes de primeiro ano de um colégio público participaram no estudo usando o programa tucker signing como instrução fônica. os estudantes que participaram no processo tinham que observar uma palavra, fazer o movimento com a mão esquerda como representação de cada grafema da palavra, e finalmente reproduzir o som de cada grafema. para analisar se o programa era útil, os estudantes tomaram um teste diagnóstico e um teste posterior à implantação do programa com o propósito de comparar os resultados. as descobertas mostram que o programa ajudou as crianças a desenvolver consciência fonêmica através da identificação e da relação de cada um dos vinte e sete grafemas (letras) em inglês e a maioria de seus fonemas correspondentes (sons). no final os estudantes desenvolveram consciência fonêmica através da identificação dos fonemas em inglês, sem misturar ou traduzir da sua l1 (espanhol) à sua l2 (inglês); entretanto algumas vocais e fonemas como “th” /θ/ /ð/, “j” /dʒ/ necessitariam mais reforço. palavras chave: leitura, consciência fonêmica, instrução fônica, the tucker signing program, grafema, fonema valbuena no. 8 (january june 2014) no. 8 (january june 2014) 68 introduction in order to learn a foreign language it is basic to develop the four skills: speaking, reading, writing, and listening, with the purpose of communicating different kinds of information. reading can be one of the most complex skills to acquire in a second language, especially when the native and the second language have key linguistic differences that make the process more difficult. a native spanish speaker who is learning english as a second language needs to make distinctions in order to produce the second language efficiently. one major difference is the phonological system used in spanish, which is different from that of english. spanish has fewer phonemes than english. spanish has five pure vowels and five diphthongs; in contrast, english has twelve pure vowels and eight diphthongs (shoebottom, 1996). the consonants in english are also different and vary in pronunciation from spanish. for example, the “h” /h/ in spanish does not make any sound in words like “hoy,” while in english the “h” /h/ makes a sound, and it has the pronunciation of the “j” in spanish in words like “horse.” other differences can be found in the way of writing and the sound of each of the graphemes. for example, the “f” /f/ sound in spanish and “ph” /f/ sound in english in words like “foca” in spanish and “phase” in english (perea, 2010). because of these differences, it is necessary to accomplish three goals during the process of learning to read in order to develop this specific skill in a successful way: automatic word recognition (development of phonemic awareness), reading comprehension, and a desire for reading. this study focused on first grade students from a public school in bogotá, colombia who have to deal with the aforementioned differences between the two languages while reading, and many of them do not recognize these differences. for these students understanding in english classes can become demanding because they do not see a relationship between the phonological system and the writing system. in other words, they lack phonemic awareness (hoover, 2002). to deal with this difficulty, this study proposes a program called tucker signing strategies for reading. this program helps learners identify in first instance the associations between letters (graphemes) and sounds (phonemes) (tucker, 2001). it is a strategy that can be incorporated into reading lesson plans. [it] provides a mental model that students need in order to decode words easily, accurately—and fast. it uses a system of 44 hand signs that prompt associations between letters or word chucks and their sounds. tucker tucker signing as a phonics instruction tool valbuena no. 8 (january june 2014) no. 8 (january june 2014) 69 signs require readers to see the letter(s), make a sign, and say the sound at the same time. (p. 3) the objective of the program is to develop phonemic awareness in children while they have fun. this program is used during class instruction as phonics, which is the methodology that teachers use for developing phonemic awareness (tankersley, 2003). it is important to highlight that this program has been used exclusively for children who are learning english as the native language. in this article, we explore how the implementation of the tucker signing program with first grade esl students helps them to acquire the first step of reading in the second language, which means the acquisition of phonemic awareness. in brief, the development of phonemic awareness is necessary in order for students who struggle reading in english as a second language to be able to manipulate the relationship between graphemes and phonemes presented in any given text. tucker signing claims to be a phonics instruction program that helps children to obtain such a manipulation in a short period of time, while also allowing students to have fun. literature review there are several studies that support the importance of developing phonemic awareness to acquire reading skills, and why phonics instruction is used in this process. furthermore, research also shows how tucker signing addresses the latter two concepts. ault (2011) analyzed whether phonics instruction increased the students’ reading fluency. ault believed that phonics instruction can “help students in their future reading pursuits, and knowing phonemes, syllable types, prefixes, and suffixes are only some of the important skills that help students read multisyllabic words when they are in the higher grades and in everyday life” (p. 4). ault administered a pre-test, implemented the phonics instruction for five weeks, and then administered a posttest. the results of the analysis were not favorable; students read an average of 5.8 words per minute less in the post-test than in pretest. nevertheless, they did affirm the author’s thoughts about an increase of accuracy of reading in the whole target population (ault, 2011). this means that students developed a relationship between graphemes and each one of the phonemes. a study by martínez (2011) used explicit phonics instruction to improve literacy skills in esl students from bogotá colombia. the main objective of this study was the development of reading abilities in the second language, including reading comprehension, spelling, tucker signing as a phonics instruction tool valbuena no. 8 (january june 2014) no. 8 (january june 2014) 70 and proper use of verbs in written statements. the students showed proficiency in literacy in spanish (l1), and during the kindergarten courses they developed the basic diagraph in english (l2) (the combination of two sounds as /θ/ /ð/ /ʃ/ /tʃ/) and short and long vowels. the author found that explicit phonics instruction does improve efl children’s reading comprehension. “phonics helps students to better decode and pronounce an english word, which translates into better understanding of what is being read, and hence improve the reading comprehension of efl students” (martínez, 2011, p. 45). the author recognizes that adequate phonics instruction helps children to develop phonemic awareness, which later will help to develop skills including reading comprehension and writing. further studies also demonstrate that english language learners (ells) have shown improvement in their reading abilities when phonemic awareness skills are encouraged. walter (2010) conducted a study with kindergarten students whose native language was spanish. most of them presented a deficiency in the second language because of little exposure of english at home or school. after the instruction given to develop phonemic awareness through meaningful activities, a test was given to observe and analyze if students enhanced reading abilities in the second language. the study showed that for students whose language is related to english, as in the case of spanish, the emphasis of english phonemes that do not exist in their native language was a key factor in the optimization of reading acquisition. additionally, students presented an improvement not only in reading but also in writing skills, including a positive outcome in the acquisition of new vocabulary in the second language (walter, 2010). studies related to the tucker signing strategies for reading program show the effectiveness of the program in reading development. the first study conducted by cole 2001), known as the indiana tucker pilot study, demonstrated that students improved their reading skills. a follow up study was carried out (cole, 2005) which investigated the effects of the program on the decoding skills of elementary school students. the number of sessions using the program varied between 4 and 50. as in the previous study, the results suggest that students who received the tucker reading strategy instruction exhibited greater progress in the decoding of sight words than their peers in the control group, who did not receive such instruction. students with disabilities also benefited as much as the target population, in as much as they did not present any difficulty, and showed improvement in their reading process. there are no recent studies in which the program has been used with english as a foreign language (efl) students. tucker signing as a phonics instruction tool valbuena no. 8 (january june 2014) no. 8 (january june 2014) 71 methodology research design in this study, the tucker signing program was applied with a population of 25 first graders aged 6-7 in a public school in bogotá, colombia. the population demonstrated proficiency in reading skills in spanish, including the ability to identify letters, syllables, words, and sentences. most of students also demonstrated phonemic awareness in their native language and were able to read aloud with fluency, and an understanding of most words. the source of the information was the observation of one-hour classes delivered three times a week for six months. the observation of the program’s activities allowed for interaction as well as the emergence of other phenomena, such as emotions of excitement and happiness, experiences, and thoughts, which might affect the results of the study. observations were conducted after the implementation of each of the tests, with individual detailed analysis about how students related each of the graphemes with a phoneme (not necessary with the corresponding one). observations also occurred during the process students were learning how the tucker singing program works. this part of the observation shows the cognitive and emotional experience between the students and the program. other sources of data in this study were a diagnostic test, the implementation of the tucker signing strategies for reading program, and a post-test given after carrying out the program to measure the levels of proficiency in the acquisition of phonemic awareness. data collection instruments the project used a diagnostic test before the implementation of the tucker signing program, and a post-test after its execution to show how effectively students developed phonemic awareness. the diagnostic test was designed taking into account three reading tests: the national right to read foundation (2011), the burt reading test (hepplewhite, 2005), and the quick assessment of reading ability (luke, 2011). the three tests were combined into one instrument, and all the words that were chosen have between one and two syllables (see appendix). the test had three parts. the first part consisted of a list of fourteen letters, which students had to read. the second part was a list of fourteen simple words of one or two syllables; as the student read the words, they became more difficult to pronounce. the last part of the test consisted of five sentences that were simple in structure and easy tucker signing as a phonics instruction tool valbuena no. 8 (january june 2014) no. 8 (january june 2014) 72 to pronounce. this test allowed the researcher to determine if students were able to relate graphemes to phonemes. a voice recorder was used in order to keep students from feeling intimidated while marking which words were well and incorrectly read. the post-test was the same as the pre-test. the post-test determined whether students have developed phonemic awareness as the first step in reading skill. data analysis and interpretation after the implementation of the pre-test, the researcher used the recordings to listen to each student’s pronunciation of the letters, words, and sentences given in the test. all the students were classified in different levels of reading described above. after the analysis of the pre-test, the tucker signing strategies for reading program, containing one book and a cd explaining how to pronounce and make each one of the forty-four phonemes with the left hand, was taught to the population. the idea is that students blend a word written on the board and pronounce the correct phoneme of each of the graphemes while they make the form of the grapheme in the air with their left hand. afterward, students pronounce each of the phonemes together, thus arriving at the pronunciation of the complete word. at the end of the semester, after the implementation of the tucker signing program, the post-test was analyzed in the same way as the pre-test. results lack of phonemic awareness the pre-test evaluated and analyzed the reading abilities of the participants. the test was analyzed taking into account how the three tests assess students in order to see who is able to read proficiently. in the first part of the test, in which students must identify letters of the alphabet, if the student misses one or two letters, he or she is still on the right track. if the student misses three to five letters, he or she needs more instruction. if the student misses more than five letters, he or she requires considerable reinforcement in the identification of letters. results show that one student made four miscues, and the rest of the population made more than five miscues. tucker signing as a phonics instruction tool valbuena no. 8 (january june 2014) no. 8 (january june 2014) 73 figure 1. identification of the english alphabet (pre-test) the second part of the pre-test presents a sequence of words. according to the scoring information, if the student misses one or two words, the student may still be able to read independently at this level. if the student misses three words, he or she needs reinforcement in the reading process. if the student misses four or more words, this level could be frustrating for a student. all students missed more than four words indicating a high degree of frustration. figure 2. pronunciation of words (pre-test) in the last part of the pre-test, students are asked to read simple phrases. scoring takes into account 1) skipping words, in the case that students do not pronounce the words; 2) insertion of a non-related tucker signing as a phonics instruction tool valbuena no. 8 (january june 2014) no. 8 (january june 2014) 74 word, in which students may pronounce a word that is not included in the sentences; 3) fluency, or how fast students read the sentences with or without hesitation; and 4) mispronunciation of a word. if the student makes one miscue, he or she is still able to read independently. if the student makes two or three miscues, he or she needs more instruction in reading. a student who makes four or more miscues is not performing at the reading level for the grade. results of the pre-test show that most of the students performed well in the fluency task and in the incorporation of all the words in each of the sentences. however, they made miscues in the pronunciation of words, and in the insertion of non-related words. figure 3. reading sentences (pre-test) students’ results from the pre-test indicate difficulties with the pronunciation of consonants and vowels. most students continued to produce the patterns of spanish while speaking english. for instance, all of them pronounced the “h” /h/ as silent in words like “he” or “hen.” another case related to this letter is the pronunciation of the “th” /θ/ /ð/ sound; students were prone to avoid the “h” /h/ just pronouncing the “t” /t/ in words like “the” and “things.” the “j” /dʒ/ was pronounced voiceless as in spanish instead of being pronounced as voiced in english with words like “just.” the “w” /g/ was pronounced as a “g;” /g/. the letters “d” /d/ and “t” /t/ presented a special difficulty in words which finished with these two letters, as in the sentence “ben can fix his bad bat.” students also confused short and long vowels while reading the words and sentences. the “silent e” included in many words was pronounced by most of the students as if they were reading in spanish. we can see this mistake in words offered by the test like “some” or “love.” tucker signing as a phonics instruction tool valbuena no. 8 (january june 2014) no. 8 (january june 2014) 75 figure 4. analysis of the phonemes pronunciation (pre-test) development of decoding skills the post-test test was carried out in a similar fashion, taking into account the same parameters as the pre-test, with the purpose of comparing students’ performance before and after the implementation of the tucker signing program. this time in the first part of the test, where students have to identify the letters of the alphabet, just four of the 25 students had one or two miscues forgetting the name of letters and recognizing the vowels. one student made three miscues. however, they were able to self-correct miscues in the recognition of vowels. for example, if a student saw the letter “i” and he said that the letter was an “a” he realized instantly that he had made a miscue and stated the correct name of the letter. 20 of the 25 did not make miscues. tucker signing as a phonics instruction tool valbuena no. 8 (january june 2014) no. 8 (january june 2014) 76 figure 5. identification of the english alphabet (post-test) in the second part of the test, most of the students (14) just missed one or two words from the list using tucker signing; however, in nine cases students missed three words. none of the students missed more than three words. figure 6. pronunciation of words (post-test) in the last part of the test, 24 students performed well in terms of fluency and the incorporation of all the words in each of the sentences, as in the pre-test. four students made mistakes in the pronunciation of words. none of the students inserted non-related words. tucker signing as a phonics instruction tool valbuena no. 8 (january june 2014) no. 8 (january june 2014) 77 figure 7. reading sentences (post-test) this time personal analysis and observations about the post-test give more detail as with the pre-test. this analysis shows a significant difference between the results obtained in the preand post-test. in general, students did not translate complete words from spanish to the english. nevertheless, a few students still struggled with the pronunciation of some vowels and consonants because they translated from spanish to english. for instance, two students pronounced the “g” /g/ sound in english as a “j” /dʒ/ sound in spanish. one student made “j” /dʒ/ sound in english as a “j” /x/ sound in spanish; and one student pronounced the “h” /h/ sound as voiceless as in spanish instead of pronouncing this sound as voiced as in english. additionally, eight students out of the 25 presented confusion in the “th”/θ/ /ð/ sound, making the movements for the “t” and the “h” sounds separately. this likely occurred because there was insufficient time to reinforce this sound with students, and thus they did not remember how the movement was made. with the help of the instructor, they were able to remember the sound. short and long vowels were confused by nine students while they were reading the words and the sentences. the silent “e” at the end of a word was recognized by 24 of the students, which means that just one student pronounced the silent “e” at the end of the word as a long vowel. tucker signing as a phonics instruction tool valbuena no. 8 (january june 2014) no. 8 (january june 2014) 78 figure 8. analysis of the phonemes pronunciation (post-test) intervention with the program and observations during the process at the beginning, most of the students had problems with the identification of the left hand movement, either forming the letter with the right hand or using both hands. the researcher explained to the students that the use of the left hand is very important in order for the graphemes have the right position; on the contrary, if the form of the letter is made with the right hand, graphemes are going to be upside down and students can get confused. at the end of the process just a few students six students were still sometimes using their right hand instead of the left hand or mixing both hands. through the use of different contests to engage the class, students were able to learn not only how to pronounce each phoneme, but also several phonetic rules: “when we have two vowels in the same syllable, the first vowel is pronounced as a long vowel and the second vowel is silent,” or “when we have a vowel the consonant s and another vowel the s /z/sounds like a “z,” then we have to do the “z” /ʒ/ sound instead of the s /s/ sounds in words like “nose” or “rose.” the identification of vowels was hard for children at the beginning, but through the phonics rules they managed to identify the differences between long and short vowels, and how these are used. through different activities students recognized the pronunciation of vowels in several words, which means most of the time they identified when they had to use short versus long vowels, taking into account two main phonetic rules: a) when there is one vowel following another in tucker signing as a phonics instruction tool valbuena no. 8 (january june 2014) no. 8 (january june 2014) 79 the same syllable, the first vowel is pronounced as a long vowel, and the other one is not pronounced; and b) when a word is made of one consonant, one vowel, and other consonant, the vowel is taken as a short one. the program motivated students to read words as well as both short and long easy sentences. they had fun while they were pronouncing different words using the program and taking into account the phonetic rules mentioned previously, and often laughed, shouted, or raised their hands to participate. after students pronounced a word or a sentence, they asked or looked for the meaning of them. conclusion this study demonstrated how the implementation of the tucker signing program influenced the development of phonemic awareness in first grade students in a public school. students developed phonemic awareness while reading english words or sentences. students of first grade learned to manipulate most of the english phonemes in different words and sentences, even when one grapheme had two or three phonemes. students finished their school year developing phonemic awareness of most of the forty-four phonemes in english. they were also able to make relationships between phonemes with their corresponding grapheme. the study also shows that the tucker signing program is a useful tool not only for native speakers of english who are learning to read, but also for spanish speakers who are learning to read in english as a second language. after the implementation of the program, students did not translate phonemes of their native language (spanish) to the second language (english). during the process, students also learned some of the phonetic rules used to identify vowels and some consonants. the analysis of both tests allows readers to compare the results. before the implementation of the tucker signing program students could not identify short and long vowels in words and they pronounced some of the consonants like “j,” “h,” and the “w” as spanish sounds. this lack of phonemic awareness made the mispronunciation of most of the words and sentences students had to read in the test. after the implementation of the program, students continued to have some pronunciation miscues, but they were able to read most of the words and sentences presented in the test correctly. the lack of time was a key factor in the process of developing phonemic awareness as there were not enough classes to implement the tucker signing as a phonics instruction tool valbuena no. 8 (january june 2014) no. 8 (january june 2014) 80 program. it is necessary to spend more time than the six months allotted for the study because learner would benefit from reinforcement of each of the forty-four phonemes. phonemes like “th”/θ/ /ð/ were taught in a rush without reinforcement, and most of the students forgot how to make this sound with the corresponding movement. because of lack of time, some phonemes could not be taught. those phonemes were the diphthongs and the use of “ar”, “er”, and “ir” /ɚ/ sounds. still, the tucker signing program proved to be engaging and motivating for students during their process of developing phonemic awareness. all 25 students wanted to learn a new sound every class, and they liked to participate trying to pronounce new words and simple sentences looking for the meaning by themselves after they got the right pronunciation. taking into account this previous information, future english teachers could consider implementing the tucker signing program in their classes to teach reading. this program has not been widely used in colombia, and further research on this program could be useful particularly with children who have reading difficulties or even adult second language learners. references ault, l. (2011). the effect of phonics instruction on oral reading fluency in a fourth grade intervention classroom. the faculty of the college of education and human services, ohio university. retrieved from: http://www.cehs.ohio.edu/gfx/media/pdf/ault.pdf. cole, c. (2001). indiana pilot study tucker signing strategies for reading. bloomington, in: indiana university. retrieved from: http://www.iidc.indiana.edu/styles/iidc/defiles/cell/tucker_pilot.pdf cole, c. (2005). the effect of tucker signing strategies for reading on the decoding skills of students in four elementary schools. bloomington, in: indiana university. retrieved from: http://www. iidc.indiana.edu/styles/iidc/defiles/cell/tucker_study_june2005.pdf hepplewhite, d. (2005). burt reading test (1974). syntheticphonics. retrieved from http://www.syntheticphonics.com/burtreadingtestpage.htm hoover, w. (2002). the importance of phonemic awareness in learning to read. sedl letter: xiv(3). retrieved from: http://www.sedl.org/ pubs/sedl-letter/v14n03/3.html tucker signing as a phonics instruction tool valbuena no. 8 (january june 2014) no. 8 (january june 2014) 81 luke. (2011). quick reading assessment-first grade. sonlight curriculum. retrieved from http://www.sonlight.com/quickreading-assessment.html martínez, a. (2011). explicit and differentiated phonics instruction as a tool to improve literacy skills for children learning english as a foreign language. gist education and learning research journal. (5). retrieved from http://gisteducation.weebly.com/ uploads/7/9/2/8/7928165/explicit_and_differentiated_phonics_ instruction_as_a_tool_to_improve_literacy_skills_for_children_ learning_english_as_a_foreign_language.pdf perea, d. (2010). lo que yace en un sonido: a contrastive analysis of english and spanish sounds. retrieved from http://www.uacj. mx/cie/documents/saberes%20invierno%202012/phonology%20 manual.pdf shoebottom, p. (1996). the differences between english and spanish. retrieved from: http://esl.fis.edu/grammar/langdiff/spanish.htm tankersley, k. (2003). the threads of reading: strategies for literacy development. alexandria, va: assosication for supervision and curriculum development. the national right to read foundation. (2012). reading competency test. retrieved from http://www.nrrf.org/readtest.html tucker, b. (2001). tucker signing strategies for reading. aha! process, inc. retrieved from: http://www.tuckersigns.com/index.html walter, n. (2010). the effects of intervention in phonemic awareness on the reading achievement of english language learners in kindergarten. retrieved from: proquest dissertations and theses; 2010. http://search.proquest.com.ez.urosario.edu.co/docview/89201 783/13aa79bf32632c6b075/2?accountid=50434 author *amanda carolina valbuena is a student at the institución universitaria colombo americana, única. she has worked as a personal tutor teaching english as a second language to children and pilots. she recently joined the amity program is currently working as a teaching assistant in a spanish immersion program in sioux falls, south dakota, where she teaches kindergarten. tucker signing as a phonics instruction tool valbuena no. 8 (january june 2014) no. 8 (january june 2014) 82 appendix reading pre-test and post-test part 1 j n v k e b h w f f l g p part 2 up, he, at, my, sun, the, eggs, duck, some, went, boys, love, now, sad. part 3 the big red hen is mad. did bob get on the bus? ben can fix his bad bat. hit the fat bug on the bed. don let the cat sit on his lap. tucker signing as a phonics instruction tool no. 8 (january june 2014) no. 8 (january june 2014) 141 enhancing critical thinking skills through political cartoons: a pedagogical implementation1 mejora de las habilidades de pensamiento crítico a través de las caricaturas políticas: una implementación pedagógica. maria teresa esteban nuñez, adriana marquez medina and jhon everth ortiz cubides2* universidad pedagógica y tecnológica de colombia, colombia abstract this article reports a pedagogical implementation carried out with preintermediate english students, in an english teacher preparation program at a public university in colombia. this pedagogical implementation aimed to provide this population with a space to enhance their critical thinking skills through the implementation of a variety of task-based workshops where they were asked to observe, analyze, reflect and discuss about some political cartoons. the data to answer the research question was collected using class video-recordings, students’ artifacts and a focus group. as a result of the pedagogical implementation, it was possible to identify how these students became aware of some social and political issues affecting them and their close context, and the importance of stating a position in front of them. furthermore, students suggested that the workshops developed had shown them a possible pedagogical path they could follow in their future as language teachers. key words: political cartoons, critical thinking skills, task-based approach. resumen este artículo reporta una intervención pedagógica desarrollada con estudiantes de inglés pre-intermedio, de un programa de formación de maestros en una 1 received: january 31st 2018/ accepted: june 5th 2018 2 aireste@yahoo.es; adri.marquez1995@hotmail.com; jhon.e-123@hotmail.com gist education and learning research journal. issn 1692-5777. no.16 (january june) 2018. pp. 141-163 . motivation in english language use and technology no. 16 (january june, 2018) no. 16 (january june, 2018) 142 universidad pública en colombia. esta intervención pedagógica buscaba proveer a esta población con un espacio para mejorar sus habilidades de pensamiento crítico a través de la implementación de una variedad de talleres basados en tareas donde se le pidió observar, analizar, reflexionar y discutir sobre algunas caricaturas políticas que fueron abordadas en sus clases de inglés. para recolectar datos para analizar la pregunta de investigación se usaron grabaciones de video de las clases, artefactos de los estudiantes y un grupo focal. como resultado de la implementación pedagógica, fue posible identificar cómo estos estudiantes tomaron conciencia de algunos problemas sociales y políticos que afectan a ellos y su contexto cercano y la importancia de establecer una posición frente a ellos. además, los estudiantes sugirieron que los talleres desarrollados les habían mostrado un posible camino pedagógico que podrían seguir en su futuro como profesores de idiomas. palabras clave: caricaturas políticas, habilidades de pensamiento crítico, enfoque basado en tareas. resumo este artigo apresenta uma intervenção pedagógica desenhada para prover a estudantes de inglês pré-intermédio, de um programa de formação de mestres em uma universidade pública na colômbia, um espaço para melhorar o seu pensamento crítico através da implementação de oficinas baseadas em tarefas onde observavam, analisavam, refletiam e discutiam sobre caricaturas políticas que foram abordadas nas suas aulas de inglês. para coletar dados para analisar a pergunta de pesquisa se usaram gravações de vídeo, artefatos dos estudantes e discussões de grupo. como resultado da implementação deste estudo, os estudantes reconheceram o papel ativo como cidadãos que devem assumir responsabilidades nas suas comunidades, eles também argumentaram que as oficinas foram úteis para melhorar o seu pensamento crítico e ao longo de cada atividade foi possível evidenciar como seus argumentos foram fortalecendo-se. palavras chave: caricaturas políticas, pensamento crítico, enfoque baseado em tarefas. critical thinking through political cartoons esteban, marquez & ortiz no. 16 (january june, 2018) no. 16 (january june, 2018) 143 introduction education should contribute in the construction of autonomous, active and critical beings, capable of analyzing, reasoning, reflecting, making decisions, and solving problems not only in their lives but also in their societies. as language teachers, we considered that one of the main objectives of english foreign language education is to open spaces where students can move along the different cognitive processes previously mentioned. our research study focused on implementing five task-based workshops that were designed based on social and political issues portrayed in political cartoons. our main intention was to provide participants with a space for them to reflect, discuss and state positions in front of the issues approached in those new texts: political cartoons. this study was developed with pre-intermediate english-students. currently information is presented through different types of texts; one of these texts is political cartoons which commonly are designed to show particular realities in a satirical manner. in the colombian context, cartoons, but specifically political cartoons have been used as texts to portray social and political issues affecting the colombian society. the cartoons selected for this research reflected different problematic situations like corruption, gender inequality, obsession to social networks, migration, and global warming which are common in colombia and therefore in the contexts where these participants live in. these cartoons could be placed in what el refaie & horschelmann (2010) identify as political cartoons. for these authors political cartoons describe reality of social and political issues from a critical point of view. dougherty (2002) states that “political cartoons are an excellent classroom tool to build students’ critical thinking skills, to generate lively classroom discussions, and to get students excited about politics” (p. 258). these were the main reasons why political cartoons were proposed for this group in particular. our intention was to identify and analyze whether or not the implementation of some political cartoons developed or fostered pre-intermediate english students’ critical thinking skills. as researchers, we strongly believe that beyond teaching students how to read the word, it is necessary to guide them to read the world; therefore, it is necessary to enhance students’ critical thinking skills. with this purpose in mind five task-based workshops were designed to critical thinking through political cartoons esteban, marquez & ortiz no. 16 (january june, 2018) no. 16 (january june, 2018) 144 provide these students with spaces where they analyzed, discussed and reflected about different political cartoons. the next section of this paper presents some national and international studies conducted by other teacherresearchers who have approached cartoons and critical thinking skills to foster their teaching and learning processes in higher education. the objective of this section is to establish the relevance of previous research to our general field of study: critical thinking. literature review arango, gomez & gomez (2009) conducted a research study where cartoons were considered as a tool for higher education teaching. its objective was to establish conditions and characteristics cartoons should have as tool for teaching. they concluded that cartoons has a didactic potential, which has been underused for teaching and that higher education institutions should encourage its use and do research for validating its potential. el refaie & horschelmann (2010) studied young people’s responses to a newspaper cartoon as a way of exploring the concept of multimodal literacy. the study aimed to elicit the geopolitical views of 16-19-year-olds in a multiethnic british city by using cartoons as a way of encouraging them to talk about their thoughts and feelings towards recent political events. they found that contrary to popular perceptions, political cartoons are complex and could have more than one meaning, and therefore require a particular form of literacy. ibarra & ballester (2015) explored the relationship between comic, interculturality and literary education and they provided an illustrative picture of the emergence of multiculturalism in contemporary cartoon. they observed the use of comics as a top pedagogical strategy by different institutions and highlighted the interest of the new generations in this type of text. these three previous studies provided us with different information related to theoretical constructs to support our study. their findings in terms of cartoons as didactic resources and the activities developed by these researchers guided the design of the workshops we applied in our pedagogical implementation. a different study conducted by arias (2014) focused on showing how music can help students to enhance their critical thinking processes through the implementation of implicit content of songs in the efl critical thinking through political cartoons esteban, marquez & ortiz no. 16 (january june, 2018) no. 16 (january june, 2018) 145 classroom. this last study remarks the importance of applying-problem based activities in order for students to have a critical vision of the issues that affect the current world. this study motivated us to explore and create a different environment for our classes bearing in mind our students’ previous knowledge and their experiences. carvajal, poveda and rojas (2012) conducted an action research study focused on critical thinking skills development in an ngo with displaced children of elementary english language level. these researchers designed a didactic unit with the objective of contributing in the development of some critical thinking skills in the population under study. their findings evidenced the progress these kids had in two dimensions: cognitive and affective. they also identified that questioning was one of the most effective strategies to develop critical thinking skills. based on the results presented in the study conducted by carvajal et al. (2012), we decided to include questions in the five workshops as a fundamental component for each of the workshops developed during the data collection process. these questions were addressed at different stages during the task-based cycle. theoretical framework this study is held on a frame of constructs that guided and supported our path to explore and find answers to our inquiry. we begin by defining critical thinking, then critical thinking skills; finally, we conceptualize the concept of cartoons and describe the core of our study: political cartoons. critical thinking critical thinking is a complex term and it has been defined in several ways. scriven & paul (2007) have defined it as “the intellectually disciplined process of actively and skillfully conceptualizing, applying, analyzing, synthesizing, and/or evaluating information gathered from, or generated by, observation, experience, reflection, reasoning, or communication, as a guide to belief and action” (p.1). however, that process is not a static one. critical thinking involves the constant analysis, evaluation and reevaluation of the information that is received or produced. for scriven and paul (2007) a critical thinker is always improving the quality of his or her thinking. critical thinking through political cartoons esteban, marquez & ortiz no. 16 (january june, 2018) no. 16 (january june, 2018) 146 this process requires a disciplined analysis and assessment of what is thought and said. elder & paul (2010) propose six stages any person should pass through to become a critical thinker. these stages start with what they have called the unreflective thinker stage, moving through other four stages: the challenged thinker, the beginning thinker, the practicing thinker, the advanced thinker, and finally reaching the master thinker stage. becoming a critical thinker goes beyond the simple purpose of thinking different. for these authors, changing the way of thinking and acting is a long-range project. facione (1990), using the two-sentence definition of critical thinking generated from the delphi report, identified critical thinking as ‘’the process of purposeful, self-regulatory judgment. this process gives reasoned consideration to evidence, context, conceptualizations, methods, and criteria’’ (p. 5). this author also suggests that critical thinking involve both skill and habits of mind and dispositions. considering the previous definitions, but particularly facione’s one, we as researchers concluded that critical thinking is the constant and never-ending interactive process of observing, analyzing, reflecting and evaluating a reality; and this process can take place only when students are asked to address a situation and come up with a solution. this means that critical thinking is not a process enclosed inside the brain, but rather the development of critical thinking skills that human beings can develop with others. critical thinking skills regarding that the purpose of this study was to provide spaces for students to enhance their critical thinking skills, here it is relevant to define the concept of critical thinking skills. although bloom’s taxonomy is not the only framework of critical thinking, it is the most widely known and used by scholars. bloom (1956) presents a taxonomy that divides the way people learn into three domains: cognitive, affective and psychomotor. the study here presented focused mainly on the cognitive domain which emphasizes intellectual outcomes. this domain is further divided into six categories: knowledge, comprehension, application, analysis, synthesis and evaluation. critical thinking through political cartoons esteban, marquez & ortiz no. 16 (january june, 2018) no. 16 (january june, 2018) 147 anderson & krathwolh (2001) proposed a revision of bloom’s taxonomy where they re-named the categories aforementioned and provided some verbs to describe the actions a critical thinker displays. the following figure exemplifies this process of re-naming bloom’s taxonomy: figure 1. revising bloom’s taxonomy taken from: https://sharemylesson.com/blog/what-no-one-tellsyou-about-blooms-taxonomy these new categories involve some cognitive skills that individuals should practice or master to become critical thinkers. as each category implies different cognitive skills, it is necessary to clarify that the actions proposed by anderson & krathwolh (2001), in each of those categories, were at the center of the critical thinking skills we wanted to enhance in our students. in the following table there is presented the structure of the cognitive processes proposed by krathwolh (2002) for the cognitive dimension. critical thinking through political cartoons esteban, marquez & ortiz no. 16 (january june, 2018) no. 16 (january june, 2018) 148 table 1. cognitive processes of the cognitive process dimension adapted from krathwohl, 2002, p. 215 regarding the information presented previously about critical thinking and about critical thinking skills, the following criteria were considered and applied along the different workshops to enhance our participants’ critical thinking skills: critical thinking through political cartoons esteban, marquez & ortiz no. 16 (january june, 2018) no. 16 (january june, 2018) 149 1. these critical thinking skills should be constructed socially, that is to say by means of cooperative work. 2. they require a personal effort and commitment to have a progressive process. 3. we should start from the particular to the general; it means learners have to analyze their immediate reality first, and in that way, to have better understanding of the global phenomena. 4. it is necessary that learners make a constant assessment of their process, in order for them to be aware of their difficulties and strengths. finally, we consider that based on the previous criteria, learners should have the ability to act more critically towards the improvement of the world’s reality. cartoons cartoons portray different events that occur in societies. the objective is focused on criticizing in a satirical and humoristic way particular issues and features that affect reality. for monzon (2005) cartoons are an art in which life, customs and thought of a time or a town are expressed. its highest value lies in discovering hidden but decisive qualities of a person or situation, provoking a smile or a frank laugh, as well as creating reflection and reaction analysis. the encyclopaedia britannica (macro-paedia, vol.3) cited in onakpa (2014, p. 34) states that “cartoons sharpen the public’s view of a contemporary or topical issue, event, political or social trend.” it means that tendencies in the current world could be analyzed and criticized by the common population, and in some cases, change their perception of a particular reality, since, they are presented in an attractive and accessible way for people. besides, cartoons have two different purposes: to amuse and to inform people. during this research, cartoons were used combining its two purposes: to amuse since it uses sarcasm, exaggerated drawings; and to inform due to the social content they include. cartoons can also be classified into animated cartoons and editorial cartoons where political cartoons are situated. critical thinking through political cartoons esteban, marquez & ortiz no. 16 (january june, 2018) no. 16 (january june, 2018) 150 political cartoons. political cartoons are a type of cartoons that is focused only on social or political events. they involve an image that shows exaggerated details of a politician, social problematic or famous event in order to picture a situation in a particular and very unique way. the idea of a political cartoon is to know the reality of a political system in an accessible and easier way, since it is shown through humoristic and funny graphics that catch people’s attention to be active participants of society. political cartoons can be used as a pedagogical tool to promote critical thinking since they can be considered as a way to get information in a simple and entertained way. walker (2003) claims that “one of the most powerful weapons that a cartoon has is its seemingly humor whose message can be absorbed easily, without much reflection or resistance” (p.16). however, as our population was teenagers, we wanted to approach political cartoons with the intention of moving them into a deeper analysis of this new type of text. we consider political cartoons as a new text; since this was the first time they were introduced and studied in this particular class. political cartoons also have the ability to summarize throughout pictures extended information that could be found in newspapers, critical articles and news in general. they generally are thought-provoking and attempt to educate the viewer about a current issue. they also have the purpose of dissecting and criticizing deeply a social and political issue, catching the audience’s attention instantaneously (wintz, karaca, and lang, 2003). it could be said that political cartoons were a different type of texts the participants had to read about the reality that surrounded them. in the study here presented political cartoons were used as the main strategy to introduce the participants in the analysis of different political and social issues regarding the colombian and the international context. political cartoons were the excuse to go beyond those problems, to analyze them and to state a critical position about them. instructional design throughout the first semester of 2017 year, five task-based workshops were developed with the pre-intermediate class. these workshops lasted two hours each one; meetings were scheduled every fifteen days during their english classes. critical thinking through political cartoons esteban, marquez & ortiz no. 16 (january june, 2018) no. 16 (january june, 2018) 151 in order to enhance critical thinking skills in this group of students, we selected five contemporary topics that were related to their context and world’s reality. table 2 presents the topics and workshops developed based on those topics. table 2. topics and workshops after selecting the topics for the five workshops, we began a search for the political cartoons in the newspapers, internet and social media to work each topic. the topics presented in the next table approached a social or political issue we wanted to address in our classes; however we decided to state a title for each workshop that could be more attractive and meaningful to our participants. we presented this title as a warming up to introduce the issues to be approached in each workshop. the workshops were designed around the taskbased approach proposed by willis (1998). this author suggests that tasks are activities used to achieve a communicative objective, by using the target language. throughout these tasks, our intention was also to promote and foster students’ critical thinking skills. the tasks allowed students to analyze the political cartoon, reflect and interact with their partners to share their ideas, opinions and concerns in relation to the problematic issues there presented or portrayed. this approach is developed by implementing six different types of task. these types include: listing, ordering and sorting, comparing, problem solving, sharing of personal experiences and creative tasks (willis, 1998). based on the tasks mentioned previously, five workshops were designed. these workshops included creative, diverse, fun and enjoyable content to promote critical participation in students. the structured model of task-based learning proposed by willis and willis (2007) was considered to organize the stages of each workshop. this model includes: pre-task, task preparation and post task. critical thinking through political cartoons esteban, marquez & ortiz no. 16 (january june, 2018) no. 16 (january june, 2018) 152 here it is presented briefly what each stage of the different taskbased workshops entailed: pre-task: during this stage, an introduction was made to get students’ attention and prepared them for the topic that was going to be presented further on. this introduction was developed by using different videos, games and songs. during this stage the political cartoons for each workshop were presented and shared with the students. students had the chance to observe each political cartoon and comment around the topics there portrayed. task preparation: in this stage, students were able to elaborate the central task, where they could analyze, explore their imagination, creativity, and share ideas among them. students were involved in developing scale models, performances, posters and videos creation. along the workshops, diverse activities for this stage were proposed to avoid repetitive activities. post task: this was the last stage of the workshops. based on the activities the students developed during the task preparation stage, learners develop performances, exposition of the posters, and explanation of their own political cartoons and scale models. this was considered as the stage where the researchers could identify the critical thinking skills fostered or developed in each workshop. type of research this study followed the action research method which according to koshy (2005) and varcalcel (2009), consists of teachers studying class situations to improve their pedagogical practice. four steps were taken into consideration as the action research principles state: observing, planning, acting and evaluating. in the first step (observing) the lack of spaces to develop critical thinking in the language classes in the modern language program was identified; for that reason, the researchers agreed to foster this skill by implementing political cartoons as a pedagogical innovation for this class. during the second step (planning) a structural plan conformed by five (5) workshops was created, it included pre-task, task, and posttask phases, implementing the task based model proposed by willis and willis (2007), in which students accomplish a communicative goal by means of small tasks and using the target language. critical thinking through political cartoons esteban, marquez & ortiz no. 16 (january june, 2018) no. 16 (january june, 2018) 153 in the third step, (acting) the workshops were implemented. during a series of two-hour sessions students developed the proposed activities in the workshops. during the last step (evaluating) the researchers condensed the information gathered in the workshops and analyzed it in order to support the theory. setting and participants the study was conducted at a public university in colombia during the first academic semester in 2017. this university has two english teaching preparation programs: the foreign languages bachelor program and the modern languages bachelor program. the class selected for this study was a pre-intermediate level course according to the common european framework. they were in the 3rd semester of their major and at this level they were expected to continue developing their communicative competence as well as to enhance their critical thinking skills. the students’ ages ranged between 18 and 21. this group studies an average of five (5) hours of english per week. for the study 10 out of 16 students accepted to participate voluntarily in the study and that was the data we analyzed. in this paper the names of the participants were replaced by s and a number. data collection three collection methods were used: class video-recording, students’ artifacts and a focus group. these instruments allowed the researchers to analyze and triangulate the data needed to answer the research question. class video-recording edwards and westgate (1987) consider class video-recording allows a retrospective analysis of data. students were recorded to analyze their behavior, interaction, and responses to the activities to determine the impact and effectiveness of them. it also let researchers to analyze the critical thinking skills that were enhanced in each workshop. critical thinking through political cartoons esteban, marquez & ortiz no. 16 (january june, 2018) no. 16 (january june, 2018) 154 students’ artifacts they are “the range of written and symbolic records kept by or on participants in a social group” (goetz and lecompte, 1984, cited in merriam, 1991, p.105).this instrument provided pertinent information about students’ experiences and their process in the classroom to know their perception of different topics. in this sense, during the workshops students created a variety of artifacts like posters, reflective writings, performances, scale-models, and their own versions of political cartoons. the student’s artifacts were mainly developed during the post – task stage. these artifacts were also analyzed to identify critical thinking skills. focus group conducting focus groups is a qualitative research method that allowed researchers to collect a large amount of data from a substantial group of people in a relatively short amount of time (bell, 2010). this focus group was conducted at the end of the study to go deeper in students’ reflections, concerns and thoughts about the workshops and topics presented. some unstructured questions were designed to allow students to express spontaneously about the social issues treated in class, the materials and how this had an impact in their immediate context. the group discussion was done with all the students of the class during one hour at the end of the study. findings grounded theory was applied to analyze the data. according to strauss and corbin (1990) grounded theory is a qualitative research method in which theory emerges from the students’ data through the implementation of an inductive process rather than a deductive one. taking into account the grounded theory method, we collected, transcribed, labeled, analyzed and interpreted data to answer the research question proposed for this study. this process required a constant revision and reading of the information gathered from the sources that were applied with the intention of perceiving relevant aspects of the topic under study (glaser and strauss, 1967). in this case, this research aimed to analyze to what extent the implementation of political cartoons enhances critical thinking in pre-intermediate english level students. critical thinking through political cartoons esteban, marquez & ortiz no. 16 (january june, 2018) no. 16 (january june, 2018) 155 in order to integrate the collected information from the instruments, it was necessary to take into consideration the methodological triangulation proposed by krathwohl (1993) which allowed us to use different sources to collect data and to confirm their reliability and veracity. the samples that support the data analysis are presented as students produced them, therefore grammar or spelling mistakes can be observed in those samples. the findings were organized around two main categories: connecting the word with the world and identifying a path to follow. the names of these categories were established by the researchers during the labeling process. the data analysis here presented evidences that critical thinking skills cannot be separated and analyzed in isolation due to they are cognitive processes that cannot be separated, on the contrary these processes are overlapped and complemented. connecting the word with the world this category emerges from the analysis of the different instruments applied to collect data. while analyzing the data, it was possible to identify that the english language classroom was transformed into a space where the participants were learning not only about the language, but that language was transformed into a vehicle to learn, reflect, analyze and discuss about different current social and political issues. here, there are presented some samples connected to this category: ‘your mental jail will protect you from reality’ (s3, workshop #3 social life, poster about social networks, may 16) “people now believe that social networks can help in real life, but that is incorrect because that is not a solution” (s6, workshop #3 a social life; video recording #1, minute 2:50, may 16) in terms of critical thinking skills and based on the previous samples we can say that these students were reflecting about what people consider as real life. it can be said that these students were identifying that sometimes people are not able to recognize the reality they are living in and, according to participants’ analysis, it can happen because of the different media people are involved with every day. this same situation was also observed by s2: “we can see some pictures or photos on social networks, and that give us an idea of a “perfect life” (workshop #3 a social life; video recording # 2, minute: 1:5; may 16) critical thinking through political cartoons esteban, marquez & ortiz no. 16 (january june, 2018) no. 16 (january june, 2018) 156 in the same line of thought, the students s7, s8 and s9, complemented that idea with the following reflections: the social networks create fake lives” (workshop #3, a social life; poster about social networks; may 16) “social network is the modern slavery, because they (people) are always looking for new messages in whatsapp or new posts on facebook, or new stuff that doesn’t have any meaning in the real life.” (s5, workshop # 5, focus group, minute: 20:05; june 1) these participants are giving a description of what social networks mean to them and, in the case of s5, it is possible to evidence how he was able to state his own definition by comparing it with a modern slavery people accept, and he concluded stating that situation is not part of the real life. from these reflections we could see that participants perceive the social networks as spaces people use to escape from what they consider real life. however, reflecting and comparing were not the only critical thinking skills that we could observe in the data analysis. we could perceive that while they were demonstrating understanding of information, facts and ideas by giving descriptions and stating main ideas, they were also presenting and defending opinions by making judgments about the same information, ideas or facts (facione, 1990). the next samples evidence this analysis: “you must recycle because the world needs you now” (s3, s6, s9, workshop # , 5 no planet, no life, class videorecording, minute: 00:12; june 1). and, they concluded with the next idea: “the solution to clean and protect the world is in your hands. recycle!” (minute: 01:20). in the previous sample, it is possible to see that these participants were connecting the situations happening outside the classroom and the possible solutions to the pollution issue. according to them, this problem can be solved if each person assumes that the world is in his/ her hands. in this sense, we could say that this group of students was not only identifying the problem, but they were also hypothesizing about a possible solution. they were aware of the problems that are in their immediate reality and they developed the necessity of attacking them by means of a systematically plan (elder & paul, 2010). this same situation was also evidenced in the next samples: “we should change our society. a society blaming to the other is not the solution. the change is inside each one of us, being honest and critical thinking through political cartoons esteban, marquez & ortiz no. 16 (january june, 2018) no. 16 (january june, 2018) 157 good persons” (s3, workshop # 4, corrupted minds, reflective writing activity; may 23, see annex 3) based on the previous analysis, it is possible to say that during the different workshops these students were enhancing different critical skills because they were not only reflecting about some social issues, but they also were demonstrating understanding of the facts presented in the political cartoons; they were also organizing their ideas to identify the causes of some current problems, but at the same time they were proposing solutions to those problems. all these cognitive processes are considered critical thinking skills (krathwohl, 2002) showing a path to follow the name of this category was identified in the different data collected. it was possible to see the impact that political cartoons cause on this group of students. different participants were writing and discussing about the role of those cartoons in their life as students and also in the possibilities of using them in their future as language teachers. the next samples evidence this situation: “cartoons are a creative way to keep our active role like citizens and think beyond our eyes” (s9, workshop # 4, corrupted minds, reflective writing activity; may 23) “the workshops helped us to realize the bad situations of the society and in our college, because sometimes we live outside of the reality, and we believe some problems don’t affect us” (s3, workshop # 5, focus group, class video-recording; minute: 23:10; june 1st) a similar statement was found in the same workshop. it was proposed by s1, but in this case, he mentioned specific issues that affect our society: “problems like corruption, powerful people can manipulate our society. through political cartoons we can face those situations and analyze all the factors hidden on it” (workshop # 4, corrupted minds, reflective writing activity; may 23) on the other hand, some students proposed that society needs a deep change and it depends on people’s acts to achieve it. it is the case of s7, when she said: “all the scenarios that we have seen are the reflection of a society that has a lot of things to change. we need to know more about our context, about our problems and how those situations can change our critical thinking through political cartoons esteban, marquez & ortiz no. 16 (january june, 2018) no. 16 (january june, 2018) 158 life” (workshop # 4, corrupted minds, reflective writing activity; may 23, see annex 3) according to the students’ samples, we can identify that they were able to recognize that even though many societies seem to be manipulated by corrupted governments, it is our responsibility as citizens to struggle with this, taking honesty, respect and tolerance as main principles. these previous samples also evidence the critical thinking skills students were enhancing. they are not only reflecting about an issue but they were also proposing alternatives to face those social and political issues. these participants also expressed that this pedagogical implementation was meaningful for their professional lives as future teachers. it was possible to evidence that they were aware of their responsibility as future language teachers and their commitment on generating changes. the next samples evidence this observation: “like future teachers we should try to change the point of view of our students, invite to create a better world” (s7, workshop #4 corrupted minds, reflective writing; may 23) s4 fostered the previous reflection, by mentioning some aspects that highlight the responsibility and the important role that teachers play in societies. “we as teachers should try to create awareness in our students because we are creating a new generation and we can influence in our students and give them new tools to change the situations” (s4, focus group, minute: 15:16; june 1) likewise, s3, s6, s10, manifested what teachers have to do nowadays, especially in the colombian context: “teachers have to construct something that is destroyed” (workshop # 4 corrupted minds, class video-recording, minute: 01:48; may 23) with this analysis, we can say that at this level, students were able to enhance some critical thinking skills and they had the possibility to expand their critical vision about some social and political issues; although it was possible to see they were able to identify their roles as citizens and as future teachers, we consider there is still a life-long road they should follow to become skillful critical thinkers. to sum up, it is important to highlight that students’ critical thinking level had a progressive and meaningful improvement through critical thinking through political cartoons esteban, marquez & ortiz no. 16 (january june, 2018) no. 16 (january june, 2018) 159 the implementation of the five workshops carried out along the semester. they were able to go beyond analyzing local and global issues to look for solutions and new alternatives to overcome them. this progression can be related to the third and four stages proposed by elder and paul (2010) that individuals go through in order to become critical thinkers. conclusions taking into account that this study was designed to identify and analyze whether or not the implementation of some political cartoons enhanced or fostered pre-intermediate english students’ critical thinking, and to determine how these could emerge with the implementation of some political cartoons, the participants were invited to actively participate in five workshops where they produced artifacts and participated in discussions related to diverse political issues. political cartoons was a different didactic alternative for this population since they were involved into the analysis of different political and social issues by using a different type of text that allowed them to connect the word with the world and therefore contributed into the enhancement of different critical thinking skills. based on the previous data analysis, it is possible to say that we could see our population was enhancing some critical thinking skills, since they were able to reflect, discuss, analyze and evaluate information presented in a political cartoon. they were also contrasting the issue presented in the cartoon with their own realities and they were proposing solutions to the problematic presented. however, we consider that it is necessary a constant practice to foster the development of these and other critical thinking skills. students argued that they achieved a critical opinion about the cartoons, because they could reflect about the topics that affect the society. they also highlighted that when they worked in groups they had the opportunity to listen to more points of view about the topics, so they had the possibility to reflect on them. they became more critical in regards to the society issues, because they realized those problems can affect them. we, as language teacher-researchers consider necessary to continue creating spaces where students can learn not only the language but with the language. it is our responsibility to develop sharp, open and analytical minds to face the current globalized world. we should never forget that all education is political and that we teachers are called to empower kids to read the word and the world. 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(2003). political cartoons: now you see them. canadian parliamentary review, 26 (1), 16-21. willis, d., & willis, j. (2007). doing task-based teaching. oxford handbooks for language teachers. oxford: oup (oxford university press).willis, j. (1998). a framework for task-based learning. england: longman. critical thinking through political cartoons esteban, marquez & ortiz no. 16 (january june, 2018) no. 16 (january june, 2018) 162 wintz, t., karaca, c., & lang, k. (2003). understanding the world of political cartoons. the seattle times company newspapers in education. retrieved from https://www.world-affairs.org/wpcontent/uploads/2013/10/2003-understanding-political-cartoons. pdf critical thinking through political cartoons esteban, marquez & ortiz no. 16 (january june, 2018) no. 16 (january june, 2018) 163 authors * maría teresa esteban núñez holds a ba in modern languages and an ma in language teaching from universidad pedagógica y tecnológica de colombia. she is a full time teacher-researcher in the undergraduate and postgraduate programs at the same university. she is a member of the research group knowledge in action (kia). adriana márquez medina holds a ba in foreign languages from universidad pedagógica y tecnológica de colombia. she is a member of the research group knowledge in action (kia) in the same university. she has worked also as project developer in rural and urban contexts. currently, she is an english teacher in a private institution. jhon everth ortiz cubides holds a ba in foreign languages from universidad pedagógica y tecnológica de colombia. he is a member of the research group knowledge in action (kia) in the same university. he currently works as a teacher assisstant at robbinsdale spanish immersion school in minneapolis, mn in the usa. critical thinking through political cartoons esteban, marquez & ortiz no. 16 (january june, 2018) no. 16 (january june, 2018) gist2014finalfinal.indd 171 art as a medium for bilingualism and biculturalism: suggestions from the research literature1 el arte como medio para facilitar el bilingüismo y biculturalismo: sugerencias desde una revisión de la literatura mayra c. daniel and mary huizenga-mccoy2* northern illinois university, aurora school district 31, usa abstract this review of the literature critically explores the avenues to learning that visual art offers teachers and especially those with second language learners in their classrooms. the article is divided into seven sections in which the authors present research findings supporting the premise that learners’ cognitive processes are facilitated by images. research cited strongly suggests visual art in instructional design helps students learn about world cultures, is an effective pre-writing activity, facilitates second language acquisition, and promotes biliteracy. key words: cultures, second language acquisition, bilingual learners, multi-modal instruction. resumen esta revisión de la literatura explora críticamente los caminos al aprendizaje que el arte visual provee a los maestros, especialmente a los que tienen estudiantes que están aprendiendo un segundo idioma en sus aulas. el artículo está dividido en siete secciones, en las cuales el autor presenta resultados de investigaciones previas que apoyan la premisa de que las imágenes visuales facilitan los procesos cognitivos de los estudiantes. las investigaciones citadas li et ra tu re r ev ie w received: november 30, 2013 / accepted: april 1, 2013 e-mail: mayra.daniel@gmail.com; huizenga.mary@gmail.com gist education and learning research journal. issn 1692-5777. no. 8, (january june) 2014. pp. 171-188. la lingüística a nivel universitario no. 8 (january june 2014) no. 8 (january june 2014) 172 indican claramente que a los estudiantes les beneficia dibujar e involucrarse en actividades visuales antes de redactar, lo cual facilita la adquisición de un segundo idioma y promueve la alfabetización en la primera y segunda lengua. palabras clave: culturas, adquisición de un segundo idioma, estudiantes bilingües, instrucción multi-modal. resumo esta revisão da literatura explora criticamente os caminhos à aprendizagem que a arte visual provê aos professores, especialmente aos que têm estudantes que estão aprendendo um segundo idioma nas suas aulas. o artigo está dividido em sete seções, nas quais o autor apresenta resultados de pesquisas prévias que apoiam a premissa de que as imagens visuais facilitam os processos cognitivos dos estudantes. as pesquisas citadas indicam claramente que aos estudantes lhes beneficia desenhar e envolver-se em atividades visuais antes de redigir, o qual facilita a aquisição de um segundo idioma e promove a alfabetização na primeira e segunda língua. palavras chave: culturas, aquisição de um segundo idioma, estudantes bilíngues, instrução multi-modal. introduction learners today are growing up in worlds replete with visual culture. the images presented in advertising are no longer the gist of the visuals that surround us. in the current technological age, interactive visual experiences with i-pad applications and the electronic exchange of photos are commonplace activities even for young children. digital literacies and the visual art within them contribute exciting modes of communication in and out of schools. students create and share meanings through images, colors, videos, sounds and words. art education in elementary schools in the united states focuses on the study of artists, art media techniques, visual culture, and conceptual exchange through visual media. exposure to art from cultures around the world can help a student remember something tangible about a country as well as navigate through today’s highly visual culture. it can provide a cognitive introduction to complex content and reinforce ideas that are difficult to express in words. second language learners benefit from the increased avenues that art provides to understanding. through art, learners have access to the description of a place or a person or even an idea with little or no words being necessary. infusing art as medium for bilingualism daniel & huizenga no. 8 (january june 2014) no. 8 (january june 2014) 173 the visual arts into elementary school curricula offers a safe place for second language learners to express, formulate ideas, and become interested in a topic without depending as heavily on their language level (goldberg, 2012). moreover, studying and creating art can be a gateway to observe history, traditions, and schema in world cultures, as well as promote authentic learning of a second language. raising the bar for language learning using visual stimuli students need instruction in school that will prepare them for the multilingual and multicultural society in which they reside. visual images offer learners an effective path to making meaning (national art education association, 2009; unsworth, 2006; zeigler & johns, 2005). a multi-modal multiliteracies approach that joins teachers of different disciplines to design instruction collaboratively supports the challenge of improving 21st century literacy instruction (castek, leu, coiro, gort, henry & lima, 2007; cazden, cope, fairclough & gee, 1996; herrera, perez & escamilla, 2010; kalantzis, cope & harvey, 2003). learners in the process of acquiring a second language benefit from processing language using all modalities as well as their unique intelligences (gardner, 2010). the reinforcement and exposure that occurs when students have numerous opportunities to use new language increases when their world provides them links between what they hear, read, see, and write. this literature review considers how exposure to the visual arts in the elementary grades can enrich students’ learning about the world and help them acquire academic language in bilingual classrooms (the new york state education association, 2010; carger, 2004). language learners encounter world cultures through art education research suggests that visual examples enhance the understanding of content, culture, and ideas (jarvis, 2011; siegel & panofsky, 2009). visual representations also help students connect to a topic through all modalities as they use their second language in a meaning-making manner. one way to encounter another culture is to observe and discuss the artwork from that culture and a student’s own culture. this opportunity can create a personal connection to another part of the world for a student while helping the learner explore his or her own culture (turkcan & yasar, 2011). since learning is an individual human condition, it is most important to tap into a student’s funds of knowledge (gonzález, moll & amanti, 2005) to examine who they are as a person as a basis for learning. art as medium for bilingualism daniel & huizenga no. 8 (january june 2014) no. 8 (january june 2014) 174 culture and language acquisition are complementary parts for learning and should be considered simultaneously by teachers when preparing lessons (tesol, 2010). in order to accomplish this, knowledge about the students’ culture and language background needs to be considered, as well as second language teaching and learning strategies in regards to culture and language (heath & wolf, 2005). the teacher’s ability to respect individuality and provide a safe place for cultural differences is necessary for students to open up to the idea of learning in the classroom (de jong & harper, 2005). for example, a student may not know his or her own cultural history or traditions. a student may also not recognize artwork from his or her own geographical area or country of origin. teachers can tap into students’ visual culture to help the students discover their identity (cummins, 2011). one of the goals of learning through visual art is to help students explore and validate their culture by observing and making artwork (jarvis, 2011). students’ responses to visual art learners’ cognitive processes are facilitated by images (johnsteiner, 1995; rufo, 2011). visuals capture students because they add another dimension to the inputs they are receiving (dunn & finley, 2011). a student who has not mastered a second language often struggles to find the words to express ideas in the target language (de jong & harper, 2005). visual art fills a need for this student because expression does not have to be linked to printed words to effectively convey the learner’s thinking. rose (2012) describes a project where students ask family members for an heirloom that has historical significance in the family. the students then make visual expressions of artwork based on the heirloom from their own family’s story. this type of research and expression based on one’s own family can create a real connection to the idea of history and tradition through visual context (olshansky, 2009). in a similar way, castro’s research (2009) shows that artists who use digital social media to display their artwork can easily interact with other artists, learning about their culture through critique and criticism discussions. teaching students about sharing their identity and culture through art can help them to value themselves as individuals. castro suggests that the type of self-reflection that happens during a creative project may help students comprehend the idea of identity as a reflection of a person’s own culture, and therefore helps them relate to other cultures. art as medium for bilingualism daniel & huizenga no. 8 (january june 2014) no. 8 (january june 2014) 175 an art experience in elementary school can trigger an emotional connection as students realize that the people who lived in the past had ideas, experiences and skills, which they expressed through art. the carver community center in evansville, indiana leads student projects in the elementary grades as a means to teach african-american students about african culture through traditions and folk art (stiler & allen, 2006). through the center’s art projects, students became more connected with their history, which strengthened their sense of identity and culture. in another study by leong (2005), students explored the traditions of the nanyin people of china, including musical instruments, clothing, food, and other ways of living associated with this group. the class looked at examples of percussion instruments and traditional clothing while listening to the music and looking at art from the nanyin culture. the artifacts opened the door for discussions among students about the origin of the instruments, what they were called, and how to play them. unknowingly, the students were practicing vocabulary skills for questioning while discussing art content and using the academic vocabulary in the lesson. opportunities to learn about another culture while making comparisons and contrasts with one’s own can spark student interest in the learning. visual art serves as a vehicle that helps students make personal connections and create lasting impressions of a new culture and worldview. christopoulou (2010) used telenovelas, soap operas in spanish to introduce a place and culture. watching a clip from a television show instantly engages today’s generation of students because they are used to responding to visual stimuli. after a visual introduction of a new country and an experience creating art from that culture, there is a greater chance for memory retention about the culture (christopoulou, 2010). movies or videos can also be used to help students explore their perceptions and ideas about a culture. a study by turkan and yasar (2011) investigated third grade students’ responses to visual cultural studies. the researchers concluded that inclusion of video in the visual arts course increased students’ focus on the learning, and also helped them make connections and formulate questions. the work demonstrated that visual stimuli enriches a student’s way of thinking and can provide another perspective on the world. visual references can be a powerful starting point for discussions with students of key terms like setting, clothing, mannerisms, and cultural nuances compared to their own daily life. a conversation after watching a video about another cultural group can encourage critical thinking and questioning about other ways of being. art as medium for bilingualism daniel & huizenga no. 8 (january june 2014) no. 8 (january june 2014) 176 teachers can provide opportunities for introspection that allows students to discover truths about history and tradition from their participation in a cultural project. rufo (2011) describes a hands-on project with his elementary students where he allowed them to build a fort shelter in groups with little instruction or direction. the amount of interest and engagement during that experience was enough to set the stage for teaching about any type of habitat or artistic architecture that he had planned because the students were tuned in and interested. likewise, an open-ended experience inviting students to bring in food from their own or another culture will persuade self-directed discovery of artistic culinary culture through the contribution of researching and making food to share (smolen, & oswald, 2011). when a teacher encourages creativity in learning through visual examples and memorable experiences, students become active participants who guide their own learning about cultures. visual art promotes language acquisition when it comes to learning a second language, even the most motivated student experiences frustration (de jong & harper, 2005; stiller & allen, 2006). malloy, marinak & gambrell (2010) suggest that students make a choice about whether to participate during a class activity depending on whether they feel the activity merits the effort. a student experiencing frustration may be quick to give up if the task is confusing or if they do not understand the goals. it may be a challenge to motivate a frustrated student to participate in reading and writing projects without tapping into the human desire to be interested and engaged (cowan & albers, 2006). visually creative tasks can provide activities that adjust themselves naturally to students’ language level so that a classroom of students with varied levels can all access the curriculum and express knowledge or ideas without dependence on language. teachers can use such activities to either scaffold language instruction or to facilitate content learning, especially if enhanced understanding results in greater intrinsic motivation. if learning the language is a collaborative endeavor rather than an arduous task, the students will be more motivated, interested, and ultimately engaged (bakhtin, 1986; vygotsky, 1978). gardner (2010) suggests that motivation is responsible for achievement in a second language and a positive attitude toward the learning situation helps the student. it seems reasonable to believe that the best way to motivate a student is to make the assigned task a challenging and enjoyable experience. visual art can provide the extra bit of comprehension that lowers the affective filter (krashen, 1981) art as medium for bilingualism daniel & huizenga no. 8 (january june 2014) no. 8 (january june 2014) 177 and keeps the student from being overly conscious about his or her struggles with the second language. the act of creating visual artwork can open the mind and assist students to use their intelligences creatively in mundane classroom tasks (gardner, 2010). students offered opportunities to use their imagination through art find the process serves as a gateway that encourages them to focus on their writing skills (daniel, 2007; olshansky, 1994). in a study of an elementary classroom, students were given the option to read books, draw ideas, or shape characters from clay, before writing their own story (dunn & finley, 2010). the act of drawing or sculpting ideas for the story can be described as “compact and efficient storage units in the pre-writing phase and they can be linked to text later in the process” (dunn & finley, 2010, p. 34). the concept of starting the writing process with an art project helps the students to invent characters that they can see and touch and use to develop a story. it is a way of organizing that can be less frustrating for the students than writing and erasing and starting again. furthermore, allowing students to draw out a whole story page by page with only captions for the characters to speak can be a way to organize chronological events and identify cause and effect before adding the complexity of writing. ultimately, the opportunity to create artwork during class can aid in the writing process and help students practice their writing using a broader range of words (cowan & albers, 2006; efland, 2002; gnezda, 2009). during their study, dunn & finley (2010) asked students to illustrate a scene from a story they had written. the illustrations helped learners bring more depth and detail into his story and express their ideas. adding artwork to a writing sample has proven to enhance a student’s creative capabilities and provide opportunities to practice concepts such as adjectives and action verbs (gnezda, 2009). daniel (2007) linked the reading and writing processes to art as a way of increasing students’ understanding of text and improving the quality of the writing the students were given colorful visual prompts in the form of a bookmark to guide them during the steps of the reading and writing processes and they were asked to draw before writing as an idea generation measure. results documented an increase in the mean sentence length of students’ writing. cowan and albers (2006) found the visual arts promoted student thinking across sign systems. they discussed that culturally appropriate semiotic systems facilitate student writing. for a second language learner who is not yet verbal in the second language, the multimodal addition of a drawing can be a fair way to assess prior knowledge about a topic. for example, a teacher could write a simple test with few words and organized spaces for the art as medium for bilingualism daniel & huizenga no. 8 (january june 2014) no. 8 (january june 2014) 178 student to draw a topic such as the water cycle. the student might be asked to draw the steps with as much detail as they have previously learned so that the teacher can assess content knowledge apart from language. the student will appreciate the accommodation to show his or her knowledge (de jong & harper, 2005). offering colored pencils or crayons to use while drawing can provide students a tool to show their individuality. the students’ demonstration of knowledge through visual representation offers them the opportunity to advance to new topics instead of being stagnant with topics they have already mastered (carger, 2004). occasionally, a teacher finds that students are reluctant to use visual art to support their language acquisition because lack of experience drawing may intimidate them as much as writing. in this instance, it is important to set students up for success as much as possible by modeling and providing choices for mediums of creativity. modeling is an important strategy to use with second language learners to help them feel comfortable with art projects and show them realistic expectations. a teacher could show examples of his or her own illustrated story as well as student examples from successful projects. teachers could also read a book to introduce a lesson or project as a visually interesting way to engage students. giving students a choice and modeling a visual example will encourage the strategy of linking art and writing to produce higher level processing (howatt & widdowson, 2004). in a study on motivation to read and write in the elementary grades by malloy, marinak and gambrell (2010), the idea of giving students a choice in techniques and expression was found to be an effective incentive for student participation. when students are allowed to choose a book, topic, or medium for creating illustrations, they become more excited about the overall project. brisk and harrington (2007) suggest letting students take photos and use them for digital storytelling if students are reluctant to draw. multi-modal instruction that uses available modes beyond written words is critical to support language and literacy development (snow & brinton, 1988; nunan, 1999) and to also address students’ multiple intelligences (gardner, 2010). another option might be to have the students read a children’s book and use ideas from the pictures to add adjectives and actions to their story. visual art and multi-modal instruction guzetti (2012) discusses three points that highlight the interdisciplinary nature of the visual arts. first, they contribute to “… research in perception, cognition, learning, spatial intelligence, and art as medium for bilingualism daniel & huizenga no. 8 (january june 2014) no. 8 (january june 2014) 179 human development” (p. 666). secondly, they facilitate the examination of representations that give concreteness to “…cultural norms and power relations” (p. 666). lastly, through the visual arts educators can design valuable “…educational applications and practical classroom applications” (p. 666). research in neuroscience and cognitive science has shown that arts integration has an effect on long-term retention of content (rinne, gregory, yarmolinskaya, & hardiman, 2011). providing art examples and creating artwork during content area instruction such as social studies or science can boost student motivation and trigger the longterm memory so that students retain the text information better that they are studying. a study by gellejiv, van der meij, de jong and pieters (2010) regarding multi-modal versus uni-modal instruction describes an instance of the effects on pictures and memory retention during a teaching situation. during this study, forty-four students were given either a manual with text and visual examples (multi-modal instruction) or a manual with text only (uni-modal instruction) to learn a complex computer software program. the purpose of the study was to determine the effect visual examples have on successful learning of new content. results suggest greater retention of content by the students who learned the manual with the multi-modal approach than the students learning with the uni-modal approach. the data indicate a powerful link between visual examples accompanying text and memory retention in a learning situation. likewise, a study by kress, charalampos, jewitt and ogborn (2001) suggests that during science lessons, teachers should purposefully pair together different learning modalities to better address the diverse needs of students’ learning styles. this is particularly important for learners who arrive at school with linguistically and culturally influenced learning styles. for example, in a science textbook, it is imperative to have pictures accompany text to show ideas such as species of animals or the water cycle. a picture of a historical person described in the text can offer a powerful tool to enhance memory retention as students connect new ideas with a real person. the study also shows that textual language should be paired with visual gestures and actions in order to fully represent a new term in a learning environment. the teacher can offer a visual display by demonstrating with students observing or students could become active participants. the act of students planting, dissecting, and building is a way to offer a real life visual when new information is being presented. students are likely to retain content when participating in a visual display instead of only reading about the topic. the gellejiv et al. (2010) study and the kress et al. (2001) art as medium for bilingualism daniel & huizenga no. 8 (january june 2014) no. 8 (january june 2014) 180 study demonstrate the many ways that visual aids can support textual comprehension. visual examples of organized text can help a student to feel comfortable with the goal of learning new vocabulary. for example, the sheltered instruction observation protocol (siop) model encourages teachers to post content and language objectives on the board for students to reference what they are intended to learn during the lesson (echevarria, vogt & short, 2008). furthermore, teachers are encouraged to have the students say the objectives aloud and repeat the new vocabulary words as an introduction to the lesson. the act of saying a new vocabulary aloud can help the learner process the way the word sounds in context and link it to a tangible reference. students also benefit from pictures that accompany language objectives as many of the new words they encounter are often unfamiliar. the use of visual art in the classroom builds on learners’ emergent literacy. goldberg (2012) recommends the use of picto-spelling in elementary school to teach vocabulary. this approach asks learners to create a drawing that illustrates the picture or the meaning of a word. in picto-spelling the students can also use the letters that make up the word as part of the picture. this approach builds on students’ natural use of language. visual strategies, such as lists, charts, and graphic organizers can direct students to proper sentence structure as they develop their writing skills. as students are acquiring two languages simultaneously in elementary school, they are also learning how to put sentences together in ways that make sense. though their sentences naturally fill out and become more complex as they learn and practice new terms, certain ideas such as cause and effect can be a complex sentence structure to navigate for students still acquiring vital words. a chart can help with organizing words into cause and effect to help the students use them correctly in a sentence. one type of visual cue that often aids in memory retention while learning english is a repetitive routine list created by the teacher for the students to use throughout the day, and/or a graphic organizer. teachers can use predictable daily routines and consistent classroom management strategies in the form of schedules, diagrams, and charts to help students infer a procedure (goldenberg, 2008). the visual cues, when frequently referred to by the teacher, will help students to observe the plan for the day and organize their thoughts before starting the lesson. teachers can adopt the routine of writing the schedule of events for the day in a bullet point list. these lists give a visual reference of the plan for the day organized into a predictable and consistent list. the art as medium for bilingualism daniel & huizenga no. 8 (january june 2014) no. 8 (january june 2014) 181 students will recognize the lists each day and see familiar words. this will help them to try to decipher the words on their own and make sense of new words. the consistent visual display in the classroom encourages self-guided study and provides opportunities to read independently in a non-threatening way. likewise, graphic organizers can bring a familiar visual cue for students to infer about words and put them in a category before learning their meaning (daniel, 2008). however, a busy and overcrowded graphic organizer can delay the learning process. some graphic organizers are confusing and the directions need to be read to the student or explained to be certain the student understands what to do. a graphic organizer should be simple and clear so that all students can understand the relationship among concepts (goldenberg, 2008). an example of a successful organizer might be one that contains a map or photograph above a chart, which connect the students with the new vocabulary as well as set up sentence structure (gottlieb, 2006). a learner will connect new words to his or her funds of knowledge when visual examples are available that help make the connection. visual representations such as hand gestures may even be necessary to help language learners retain the content knowledge of a new academic term. repetition and consistency of visual aids increase the chance for retention of new vocabulary. collaborative frameworks at school linguistically and culturally diverse students are more engaged at school when classroom instruction focuses on meaningful issues that affect their communities and their particular circumstances (gay, 2010; howard, 2010; moll, amanti, neff, & gonzalez, 1992). thomas and collier (2002) concluded that second language learners’ academic achievement increases when teachers “provide a socio-culturally supportive school environment … that allows natural language, academic, and cognitive development to flourish” (p. 324). teachers can use multimedia resources to provide students multiple means for representation and expression of ideas. learners in the process of developing a second language have ideas to share long before they are able to expand these into words and sentences using the highly contextualized academic language of mathematics, science, or social studies. for these learners having avenues to express thoughts through visual literacy is the opportunity to gain full access to the academic program and demonstrate mastery. teachers can join forces with colleagues to provide students interdisciplinary avenues that promote 21st century skills (partnership for 21st century skills, 2011). art as medium for bilingualism daniel & huizenga no. 8 (january june 2014) no. 8 (january june 2014) 182 baker and prys jones (1998) highlight that english language learners in the u.s. who continue to develop proficiency in the home language can outscore native english speakers on tests of academic achievement. interdisciplinary approaches to art and literacy instruction can incorporate technology in projects that showcase the multilingual and multicultural identities of students for parents, other school personnel, and communities. in these non-coercive educational settings, students see themselves reflected in the languages they hear at school and in curricular materials (cummins, 2001). to support multilingual learners’ academic, linguistic, and cognitive development, teachers replace coercive power structures with learning environments that affirm students’ identities and design instruction that incorporates students’ cultural capital (lareau & horvat, 1999). when teachers believe that all students bring knowledge to school, regardless of their parents’ socioecomic level or education, they make certain second language learners are able to demonstrate what they know in nontraditional ways. it is important to remember that cultural and social capital encompasses far more than economic position (collins & blot, 2003). providing avenues to students to show what they know through visual art applauds students’ funds of knowledge. multi-modal pedagogy is an avenue to assure that literacy frameworks foster multilingualism from an additive and not a deficit stance (skuttnab-kangas & dunbar, 2010). with this methodology, students are helped to become proficient writers and artists who appreciate and share their knowledge, talent and skills as they co-create multilingual, multi-media projects (jin & erben, 2007). as well, visual art helps students see and feel the links across cultural boundaries and identities that are neither confined by nor delimited by ethnic origin, language, religion, or socioecomic status. educators of the future want to create opportunities that convey to learners that there are cognitive advantages to being bilingual (bialystok, 2001). in multilingual classrooms the arts offer learners a common language for communication (goldberg, 2012). visual art gives students the key to make choices. when students guide their own learning they have opportunities for oral discussions that provide scaffolds for cross-linguistic transfer (beeman & urow, 2012). a multiliteracies perspective transforms the schoolhouse into an environment that embraces questioning and learning through critical pedagogy. one application of the multiliteracies framework focuses on developing multilingual identity texts (cummins & early, 2011). identity texts can vary in their format. preschool teachers can solicit the participation of their students’ families to develop dual language concept art as medium for bilingualism daniel & huizenga no. 8 (january june 2014) no. 8 (january june 2014) 183 books about shapes, colors, animals, numbers, and many other topics. young learners who share a home language can collaborate to write a story in both of their languages about a cultural practice that reflects their home culture or community. they can record podcasts of their books and post these on the school website. all students, regardless of their age, can read their books to their siblings and guardians. identity texts are an option for learners of all ages. conclusion this review of the literature supports the premise that educators who design culturally responsive instruction will use art as a medium to promote not only bilingualism, but plurilingualism and pluriculturalism. most definitely, there is little doubt that second language learners often speak more than one language at home and certainly navigate various cultural environments in their daily life. we conclude that visual art helps second language learners through the process of language acquisition. indeed, visual art provides an effective multi-modal vehicle for students and their teachers to observe and investigate the histories and traditions of all the culture groups represented by the students in a school. visual art can be a motivating tool to get students interested in a topic or to lead them to brainstorm before undertaking a writing assignment. art can certainly “…drive rather than simply adorn the writing process” (olshansky, 2008, p. xiii). when increasing the academic success of students is the goal, infusing multi-modal education into every subject area and lesson plans certainly appears to be a pragmatic way to make learning enrolling, manageable, accessible, and appropriate for today’s learners. references baker, c & prys jones, s. 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(2005). visualization: using mental images to strengthen comprehension. dubuque, iowa: kendall-hunt. authors *mayra c. daniel is an associate professor in the department of literacy education and the bilingual/esl coordinator at northern illinois university in de kalb, il, united states. her work focuses on preparing future and practicing teachers to plan culturally responsive instruction for linguistically and culturally diverse students. she is active in the tesol organization and serves as the current chair of the tesol inter section leadership council. *mary huizenga-mccoy is an elementary art teacher at aurora school district 131 in aurora, illinois. eighty five per cent of her district’s students are of hispanic descent. she holds a m.s. in literacy education with a focus on bilingual/english as a second language from northern illinois university. art as medium for bilingualism no. 8 (january june 2014) no. 8 (january june 2014) 56 language assessment literacy for pre-service teachers: course expectations from different stakeholders1 literacidad en la evaluación de lenguas para futuros profesores: expectativas de un curso desde diferentes partes interesadas frank giraldo and daniel murcia2* universidad tecnológica de pereira, colombia abstract in the field of applied linguistics, for the past fifteen years, there have been discussions about language assessment literacy (lal) —the knowledge, skills, and principles related to assessing language ability— (davies, 2008; fulcher, 2012). however, the field lacks research on the professional development of language teachers, particularly pre-service language teachers, through training in language assessment. our paper focuses on the preliminary findings of an action research study whose goal is to identify the impact of a language assessment course for pre-service teachers in a language teaching program in a state university in colombia. data collection for the diagnostic stage of the action research cycle used a multiple-choice questionnaire for student needs and wants, an open questionnaire for professors, an interview with an expert, and researchers’ journals. preliminary findings indicate that there is a need to combine theory and practice of language assessment, with an emphasis on current methodologies for language teaching, assessment in bilingual education, and local policies for assessment. the paper highlights recommendations and challenges when designing a language assessment course based on insights from existing literature and includes implications for professional development. keywords: language assessment literacy, language testing, language policies, bilingual education. 1 received: january 8th 2018/ accepted may 8th 2018 2 icaros@utp.edu.co; dmurcia@utp.edu.co gist education and learning research journal. issn 1692-5777. no.16 (january june) 2018.. pp. 56-77. giraldo & murcia no. 16 (january june, 2018) no. 16 (january june, 2018) 57 resumen en los últimos quince años, el campo de la lingüística aplicada ha desarrollado una discusión sobre la literacidad en la evaluación de lenguas (lel) — los conocimientos, destrezas y principios para evaluar la competencia lingüística — (davies, 2008; fulcher, 2012). sin embargo, el campo carece de investigación en el desarrollo profesional de docentes de lenguas, particularmente profesores de lenguas en formación desde la evaluación de lenguas. este artículo se enfoca en los hallazgos preliminares de una investigación acción que tiene como objetivo identificar el impacto de un curso en evaluación de lenguas para profesores en formación de un programa para docentes en una universidad pública en colombia. para la recolección de datos en la fase de diagnóstico como primer ciclo de la investigación acción se utilizó un cuestionario múltiple para las necesidades y expectativas, un cuestionario abierto para profesores, una entrevista con una experta, y diarios de los investigadores. los resultados preliminares indican que existe una necesidad de combinar teoría y práctica en evaluación de lenguas, enfatizando en metodologías para la enseñanza de lenguas, la evaluación para la educación bilingüe y políticas locales de evaluación. se resaltan recomendaciones y retos en el diseño de un curso en evaluación de lenguas basados en tendencias del estado del arte y se discuten implicaciones para el desarrollo profesional docente. palabras clave: literacidad en evaluación de lenguas, evaluación de lenguas, políticas lingüísticas, educación bilingüe. resumo nos últimos quinze anos, a área da linguística aplicada tem desenvolvido uma discussão sobre a literalidade na avaliação de línguas (lal) — os conhecimentos, destrezas e princípios para avaliar a competência linguística — (davies, 2008; fulcher, 2012). porém, a área carece de pesquisa no desenvolvimento profissional de docentes de línguas, especialmente professores de línguas em formação desde a avaliação de línguas. este artigo se enfoca nas descobertas preliminares de una pesquisa ação que tem como objetivo identificar o impacto de um curso em avaliação de línguas para professores em formação de um programa para docentes em uma universidade pública na colômbia. para a coleta de dados na fase de diagnóstico como primeiro ciclo da pesquisa ação se utilizou um questionário múltiplo para as necessidades e expectativas, um questionário aberto para professores, uma entrevista com uma experta, e diários dos pesquisadores. os resultados preliminares indicam que existe uma necessidade de combinar teoria e prática em avaliação de línguas, enfatizando em metodologias para o ensino de línguas, a avaliação para a educação bilíngue e políticas locais de avaliação. ressaltam-se recomendações e desafios no desenho de um curso em avaliação de línguas, baseados em tendências do estado da arte e discutem-se implicações para o desenvolvimento profissional docente. palavras chave: literalidade em avaliação de línguas, avaliação de línguas, políticas linguísticas, educação bilíngue. giraldo & murcia no. 16 (january june, 2018) no. 16 (january june, 2018) 58 introduction educational policies in colombia include broad guidelines for the assessment of/for learning (decreto 1290 from 2009 by the ministerio de educación nacional, men). teachers in schools are expected to assess student learning, and that includes english language teachers. in the case of language learning, the currículo sugerido (suggested curriculum) (men, 2016) defines summative and formative assessment as two approaches to language assessment. however, there are no documents to guide this type of assessment, which is unique due to language as a central construct (inbar-lourie, 2008). notwithstanding the importance of assessment for language teachers (davison & leung, 2009), the lack of published guidelines derived from empirical evidence exercises a great impact on language teacher education programs. training for pre-service and in-service teachers, however, is needed and encouraged (herrera & macías, 2015; lópez & bernal, 2009) in these programs. language teachers make decisions based on assessment data, whether this endeavor involves reporting achievement or improving learning (brown & abeywickrama, 2010). since data on language ability is used for decisions, they directly influence learning, teaching, and schools. against this background, there is a need to improve the language assessment literacy of language teachers, a crucial stakeholder group in language assessment (giraldo, 2018). in general, language assessment literacy (henceforth lal) refers to the knowledge, skills, and principles for contextualizing, planning, developing, executing, evaluating, and interpreting language assessments, whether these are devised in the classroom or out of it (fulcher, 2012). to foster lal among teachers, brindley (2001) proposes that professional development programs include at least three modules: one around the why of assessment (purposes), one around the how (methods for language assessment), and one about the what (the meaning of language ability). while this proposal is indeed welcomed in the language testing field (see inbar-lourie, 2012, for example), research seems to be in beginning stages in colombia. in the past five years, there has been an emergence of lal research targeting in-service language teachers (see kremmel, eberharter, holzknecht, & konrad, 2017; yan, fang, & zhang, 2017). however, there is scarce research on lal development of pre-service language teachers. specifically in colombia, restrepo and jaramillo’s (2017) preliminary findings on preservice language teachers’ lal has led them to suggest that language testing courses do have a positive impact on participants: these courses language assessment for pre-service teachers giraldo & murcia no. 16 (january june, 2018) no. 16 (january june, 2018) 59 help them become aware of the meaning and purpose of language assessment –the how, why and what in brindley’s (2001) proposal. as of the time we wrote this article, restrepo and jaramillo’s study was the only available research in colombia targeting the lal of pre-service language teachers. because of the need to further conduct research on lal (inbarlourie, 2013; taylor, 2013), we are currently investigating the impact that a language assessment course can have on pre-service language teachers at a state university in colombia. the language assessment course under scrutiny had its first cohort during the second semester of 2017, and was added to the language teaching program thanks to a recent curriculum modification (see details in methodology below). specifically, we report the preliminary findings of the action research study underlying our approach to professional development in lal. the results in this paper come entirely from the diagnostic stage of the action research cycle, whereby we collected the needs and wants from multiple stakeholders on what they would expect from a language assessment course. therefore, the diagnostic stage in our study was a needs assessment exercise in curriculum development and sought to listen to stakeholder voices to foster lal (inbar-lourie, 2017b). the overarching goal of our study is to characterize the impact of a language assessment course on pre-service foreign language teachers, while the goal of the diagnostic stage was to characterize the needs and wants for a language assessment course for pre-service teachers. literature review assessment literacy and language assessment literacy in education, assessment literacy refers to the skills and knowledge for the practice of assessment by stakeholders such as teachers and school administrators. this rather general definition by stiggins (1995) has broadened in scope and more recently includes issues such as design and evaluation of assessments and knowledge of how students learn; such knowledge, as brookhart (2011) contends, should inform assessment practices. language assessment literacy (lal), on the other hand, shares these generic definitions in education; however, it has been stressed that what is specific in lal is the central construct for assessment: language (davies, 2008; inbar-lourie, 2012). in general terms, therefore, lal refers to the knowledge, skills, and principles that stakeholders possess for the exercise of language assessment (davies, 2008; fulcher, 2012, our emphasis). such language assessment for pre-service teachers giraldo & murcia no. 16 (january june, 2018) no. 16 (january june, 2018) 60 exercise includes language assessments for specific contexts, purposes, populations, and decisions; as authors argue, language assessment as a process is planned, monitored, and evaluated. while there is discussion that lal involves several stakeholders (pill & harding, 2013; taylor, 2013), clearly language teachers remain a central group of stakeholders that need to have adequate levels of lal (giraldo, 2018; inbar-lourie, 2017b). consequently, in addition to the core components outlined and explored by davies and fulcher, scarino (2013) argues that language teachers’ worldviews are indeed part of their lal and helps them shape this set of skills. in a review of lal for language teachers, giraldo (2018) proposes a core list of knowledge, skills, and principles that this group is expected to have, according to discussions in the field. knowledge specifics include theories and methodologies for language teaching and learning, theoretical issues such as validity and authenticity, and personal contextual issues such as institutional guidelines for assessment. besides, the author brings attention to instructional skills such as collecting classroom data on language development; design skills for closedand open-ended instruments; statistical skills such as calculation of descriptive statistics; and technological skills such as the use of statistical software. finally, specific principles include ethics, fairness, democracy, and transparency. as can be observed, the construct of lal has embraced a wide variety of issues in language education, and it is now a central discussion in language assessment. in fact, lal has gained specific entries in language testing literature (see for example, shohamy, may & or, 2017). related research research studies tapping into language teachers’ lal have indicated that, in general, teachers want training in a wide variety of topics. the findings in fulcher (2012) and vogt and tsagari (2014) state that in-service language teachers require training in issues such as test design and skills for test evaluation. an interesting trend in the research conducted with teachers is that this group prioritizes the practical aspect of language assessment, while not entirely disregarding theory. fulcher (2012) and kremmel et al. (2017) have suggested that language teachers want to learn about the construction of items for multiple-choice questions, for instance. however, as their results show, teachers do not seem to be interested in language assessment for pre-service teachers giraldo & murcia no. 16 (january june, 2018) no. 16 (january june, 2018) 61 topics such as ethics and fairness in language assessment, which have been topics of heated debate in the field (kunnan, 2003). other studies have helped language teachers to increase their lal rather than diagnose their needs. for example, the study by walters (2010) empowered teachers to become critical towards standards-based testing by means of developing test specifications. in the study by arias, maturana, and restrepo (2012), colombian in-service teachers improved their assessment practices and made them more valid, ethical, fair and democratic. in conclusion, lal is an expanding construct, welcoming what inbar-lourie (2017b) calls the genesis of assessment literacies. thus, more research is being encouraged and welcomed to help characterize lal. as a response to the call for contributing to the lal discussion, we present a research study that brought together the perceptions of what a language assessment course should include, viewed from the lenses of pre-service teachers and language teacher educators. methodology context and participants this action research study was conducted in the b.ed. in bilingualism with an emphasis on english language teaching from a state university in colombia. this program modified its curriculum based on the requirements established by the men in decrees 02041 and 18583 published during the years of 2016-2017. because of this modification, a course titled seminar in language assessment was added to the program’s curriculum for the 8th semester. the seminar meets four hours a week, and the second semester of 2017 was the first time it was offered to students. lal contents for the course derived from the diagnostic stage of this study. the participants for the diagnostic stage of the research were professors (n= 5) who completed an open questionnaire, and one language teacher education expert; the expert participated in a semistructured interview. these participants have been full-time professors in the aforementioned program for more than six years, were active members of the curricular transition, and participated in an event in 2017 on the concepts of bilingualism and national language policies. another group of participants in the diagnostic stage were preservice teachers of the program (n= 30) whose age ranged from 17 to 25 years old. these participants were enrolled in the professional language assessment for pre-service teachers giraldo & murcia no. 16 (january june, 2018) no. 16 (january june, 2018) 62 development course, a subject in the seventh semester, which explores concepts related to national language policies and bilingualism in language education. the students were selected as they were going to be part of the seminar in language assessment for the upcoming semester. they expressed their expectations regarding the possible contents for a course in language assessment through a multiple-choice questionnaire, which was administered during the first semester of 2017. as a response to the diagnostic stage, we concluded that for the first month of the course, the pre-service teachers needed to have an overall review of approaches and principles in language assessment; the following two months, students would deal with the design of language assessments; finally, the last month of the semester should be focused on issues such as bilingual assessment and general policies for assessment in colombia. data collection and analysis the approach in the diagnostic stage of our study was antipositivistic (burrell & morgan, 1979) as it sought to collect data from stakeholders’ views. our methodology followed mostly the tenets of qualitative research because we collected information from an openquestion survey, an interview, and researchers’ journals. the survey for professors asked them to express what knowledge, skills, and principles for language assessment the students in the course should develop. the interview with the expert had open questions (e.g. what knowledge of language assessment do you think the students of this program should learn about?) and probes (e.g. in your opinion and experience, what areas of language assessment have you noticed students in the program have difficulties with?). journal entries were guided by key phrases such as “trends we have identified in the data” and “deciding upon topics for the language assessment course”. additionally, our method had a quantitative approach to data collection, through a questionnaire adopted and adapted from fulcher (2012). results from this instrument led us to calculate percentages and ranks on language assessment topics to be included in the course. the questionnaire had 28 topics the pre-service teachers could choose from (e.g. history of language testing, writing assessment tasks and items), and an open question: what other topics about language assessment should the course include? for the qualitative side of the research, we used grounded theory for the data from three instruments: the answers to the open-question language assessment for pre-service teachers giraldo & murcia no. 16 (january june, 2018) no. 16 (january june, 2018) 63 survey, the transcription from the interview, and five comprehensive entries from our researchers’ journals. we followed three levels of iterative data analysis in grounded theory (glasser & strauss, 1967; dillon, 2012). open coding –an initial list of trends in the data– occurred as each one of us looked through answers in all instruments and compiled a list of emerging codings; both open lists were then merged to create one open list with fifteen categories; this list was used in the next analysis level. for axial coding (which examines and groups trends across open codings), each one of us looked over the merged list and made a second, more specific list of axial codings, using data from all instruments to confirm trends. we then compared both axial lists and calculated how much agreement there was between the two researchers. inter-rater agreement for axial coding was 88%; we discussed disagreements and came to a consensus on different codings. this agreement led us to the last data analysis level: selective codings, whereby axial codings were further grouped to arrive at major categories supported by research data. finally, we discussed selective codings (i.e. we talked about what they should be labeled, according to data from all instruments) and brought everything down to five major categories that emerged from the diagnostic stage of our study, as follows: a. overall awareness of language assessment b. theoretical foundations in language assessment c. praxis in language assessment, including design, score interpretation, and test critique. d. bilingualism and language policies on learning, teaching, and assessment in colombia e. washback and impact from language assessment results and discussion the purpose of the diagnostic stage in this action research study was to characterize the knowledge, skills, and principles for language assessment that a group of stakeholders would expect to have in a language assessment course. the data below shed light on the lal expectations of pre-service teachers and professors from a language teaching program in colombia. we first present the results from the questionnaire administered to students, then answers from the survey provided by professors, sample data from the interview with the language teaching expert, and journal entries from both researchers. the results below are divided into three major expectations: the first one focuses on designing assessments, the second one on general language assessment for pre-service teachers giraldo & murcia no. 16 (january june, 2018) no. 16 (january june, 2018) 64 language education issues vis-à-vis language assessment, and the third one on other pertinent issues for language assessment. overall emphasis on the practice of language assessment table 1 ranks the three top topics chosen by the pre-service teachers in our study. the two topics with the highest rank are related to the design of instruments for assessing language skills, and the third topic refers to the connection between language assessment and specific methodologies for language teaching. the data stress the need to have praxis in language assessment within a coherent theoretical context for language education (e.g. clil). this may indicate that pre-service teachers have a lack of training in the design of instruments for assessing language skills. besides, this group of stakeholders may consider the practical side of assessment as a priority, rather than a focus on theory they may already be familiar with, however superficially. to illustrate, the instrument uses the word “design”, which may trigger among the students the idea of practical –not theoretical– language assessment. lastly, the program the students are enrolled in has approached them through clil teaching, hence the evident expectation to learn about clil assessments. table 1. three top topics from questionnaire for pre-service teachers based on the quantitative results of table 1, the conclusion that the pre-service teachers want a course that deals with the practical aspects of language testing mirrors what scholars have found in different parts of the world. studies investigating in-service language teachers’ lal (kremmel et al., 2017, yan et al., 2017) have shown that teachers want to develop skills for item-writing, which is consistent with the results we are presenting. what is interesting about the overall results of these studies is that both populations seem to have similar interests for their professional development in language assessment. language assessment for pre-service teachers giraldo & murcia no. 16 (january june, 2018) no. 16 (january june, 2018) 65 table 2, on the other hand, lists the bottom three topics ranked by the pre-service teachers. based on these data, the topics with fewer respondents are not altogether connected to the design of language assessments; in other words, topics such as ethics and test administration generally occur once an assessment has been designed and used; topic ranked 13 (test specifications), however, deals with a theoretical-practical aspect of language testing, which is writing instructions on how to write a test item or task. in this case, there may either be a contradiction in students’ responses, or lack of knowledge of what test specifications are. the data in table 2 suggest that the pre-service teachers would expect little attention to these matters, or it may be the case that they are not aware of what these issues imply in language assessment. the data also seem to reiterate what we present in table 1: these pre-service teachers appeared inclined towards the design of language assessments. it may also be the case that ethical considerations and test administration are topics the pre-service teachers could be taking for granted; according to these stakeholders’ responses, these two topics should not be prioritized in a language assessment course. table 2. three bottom topics from questionnaire for pre-service teachers overall, the results above show a lack of interest in specific language assessment issues, a trend which has been observed in other studies. for example, in the study by fulcher (2012), participating inservice teachers showed little interest in test administration. similarly, in-service teachers in kremmel et al. (2017) and yan et al. (2017) showed low interest in ethics and fairness in language assessment. however, in fulcher’s study, there was a high level of interest for training in item specifications, which differs from our study. in conclusion, it appears that preand in-service language teachers do not seem to want training in administrative and ethical issues for language assessment. language assessment for pre-service teachers giraldo & murcia no. 16 (january june, 2018) no. 16 (january june, 2018) 66 lastly, table 3 displays the list of subsequent highly ranked topics which link language assessment with theoretical issues. all topics have the same number of respondents (21 pre-service teachers) and include the selection of contextually sensitive type of language assessment, exploration of validity and how to validate language assessments, and how language assessment operates within bilingual contexts. the percentages in this table (70%) reveal that the pre-service teachers in our study seem to have some previous conceptions of theoretical aspects of language assessment and, most interestingly, that they perceive these topics as fundamental in their professional development. in the case of the first topic (assessments for own purposes), we believe this item directly addresses a need: the participants might want to consider assessments for their future practice, so selecting these assessments might be a relevant task for which lal is needed. as for the second topic, we infer that students have studied validity before and, given their background, attach importance to it. the words validity and validation are crucial in language assessment, and these students may be aware of this fact. finally, the program the participants are studying has the word bilingualism in its name, which should be a reason why assessment in bilingual contexts is a topic that ranks high. table 3. sample of topics related to theoretical issues in language assessment the tendency in table 3 depicts the need of pre-service teachers for in-depth exploration of the selected topics for a language assessment course. these theoretical issues align with the knowledge dimension in the core list of lal by giraldo (2018). however, as the author and others emphasize (davies, 2008; fulcher, 2012), the three components of lal should not be seen separately but integrated. all three tables above show that, at least, attention to knowledge and skills must be present in the language assessment course for these pre-service teachers. language assessment for pre-service teachers giraldo & murcia no. 16 (january june, 2018) no. 16 (january june, 2018) 67 close connection between theory in language education and practice in language assessment the data below comes from qualitative research instruments, specifically answers to the open question survey, and insights from the interview and researchers’ journals. overall, the data samples below confirm the stakeholders’ need to have a course that combines theory and practice in language assessment. particularly, the samples highlight practical aspects such as assessment methods and theoretical issues like knowledge and purposes for rubrics. in the survey, professor#4 states his wants: “variety of methods for assessing second language proficiency (beyond testing). general policies for assessing learning in the colombian education system and its articulation with theoretical principles.” the language education expert comments on the mix between theory and practice: they (students) should develop the competence for doing that, so meaning that their theoretical knowledge: how is it, or what is it and what are their purposes and um, what are their criteria for developing them but also the practical part where they can develop rubrics further, the reflection below comes from one of our researcher’s journals and further highlights the need for the theory-practice connection: entry 2, topic 2, (17/07/17): it is crucial then, the capacity to link notions like testing and rubric design, marking, adoption and adaptation of materials, and language teaching approaches which are connected from theoretical perspectives to evaluation and assessment and which have been superficially covered throughout the semesters of the student-teachers’ academic program to their current practice in institutions or schools. our first interpretation from these results is that stakeholders are not conceiving language assessment as a grade or test but rather as a universe of closely connected practical and theoretical issues. the range of topics to be included in the course may be signaling this fact. furthermore, as it has been shown in other studies, when teachers have the chance to choose topics to improve or learn about, they tend to require as many topics as possible; this trend is also evident in the data we are presenting. specifically, the topics these stakeholders want to include not only language assessment as an act of doing or using tests, but as an integration of contextual matters in language education; see results such as variety of assessment methods, assessment policies in colombia, and methodologies for language teaching. language assessment for pre-service teachers giraldo & murcia no. 16 (january june, 2018) no. 16 (january june, 2018) 68 similar attention to theory and practice of language assessment has in fact been highlighted by language assessment scholars (davies, 2008; fulcher, 2012; inbar-lourie, 2013). they argue that language teachers need to critically relate knowledge, skills, and principles for their language assessment practice. specifically, in the study by vogt and tsagari (2014), the in-service teachers reported that they needed training across the spectrum of language assessment. taken together, the findings in our study and those of others’ studies seem to point to a comprehensive need for furthering professional development through training in language assessment for language teachers. other issues for training in language assessment for this last section of our findings, the data come from journal entries, the survey for professors, the open question in the questionnaire for students, and the interview with the expert. additionally, we interconnect data in this section with data from tables in the previous two sections. we identified particularities that the language assessment course should address. according to participants in our study, the course should include information about methodologies for language teaching (e.g. clil -content and language integrated learning) and their relationship with language assessment. as one of the entries in the journal shows (entry 1, topic 1, 20/04/17): “most of the students are currently involved in projects that use clil as the instructional approach and they still require much guidance on the conceptions of testing when content is embedded in the educational practices of language teaching.” this trend is reiterated in table 1, specifically the three top themes from the questionnaire for students. the stakeholders expect information about general policies for assessment in the colombian context. professor#1 expects “regulations or agreements from the national authorities regarding testing and evaluation.” professor#4 echoes: “general policies for assessing learning in the colombian education system and its articulation with theoretical principles.” finally, student#20 expects the following: “national policies for language assessment.” another issue the course should target, according to the expert, is the impact of language assessment on learning and teaching. the sample data below shows her view on this matter. language assessment for pre-service teachers giraldo & murcia no. 16 (january june, 2018) no. 16 (january june, 2018) 69 [impact on teaching] and the thing is that evaluation from my point of view should also include how am i doing as a teacher. what is the effect of my course. is it being successful? [impact on learning] assessment is not something instrumental, assessment is something that also has uh effects and consequences on the person who’s assessed. lastly, assessment of bilingualism is a topic that should be part of the language assessment course reported in the present study. as professor#5 suggests: “i would include evaluation in bilingualism: translanguaging and evaluation of l1 and l2.” table 3 above reiterates this theoretical issue in language assessment. the combination of the four issues above seem to suggest that stakeholders have a determination for contextualizing professional development through language assessment. as may be suggested by the data, each of these issues could have some degree of relation to the curricular transition the program experienced, especially when it comes to bilingualism and language policies in colombia. for instance, the samples above address clil as an approach which has been explored in the curriculum design course given its close relation to bilingual education and language policies. there is also evidence to connect national language policies in colombia (a topic students address in their practicum courses) and language assessment practices. lastly, the language teaching expert expresses her views on the impact of language assessment for pre-service teachers; she seems to be highlighting a comprehensive purpose for assessment, rather than seeing it only as a grading tool. data displayed above strongly suggest the need to merge theory, practice, and general assessment issues in language assessment. therefore, it is not surprising that the participants in our study want to have varied topics in the course. this is indeed a trend in the literature on lal, whereby in-service teachers have expressed their wish to learn about diverse topics proposed in questionnaires (for an example, see vogt & tsagari, 2014). an interesting emergent finding from the present study is that participants expect to learn about language assessment within a broader context for language education, which includes approaches such as task-based language teaching, clil, and bilingual education. our findings point to what may be an overlooked area in the research on lal. participants in our study believe it is important to learn about language assessment alongside colombian policies for assessment in education. discussions about lal have not explicitly language assessment for pre-service teachers giraldo & murcia no. 16 (january june, 2018) no. 16 (january june, 2018) 70 highlighted how general education policies may or may not have an impact on language assessment, but davison and lynch’s (2002) idea of test mandate (a norm that officially establishes the need for a test) may come close to such discussions. however, there are no discussions as to how documents like the decreto 1290 can illuminate and/or constrain language assessment, particularly in the case of colombian language teachers, assessment in bilingual education, and contemporary methodologies for language teaching. specifically, existing english language policies like the suggested curriculum have not explicitly linked the decreto 1290 to overall paradigms in language assessment; for instance, formative and summative assessment. this lack of discussion serves as an argument for inbar-lourie’s (2017b) call to listen to different stakeholders who can collectively understand “assessment targets, tools, procedures, analysis and intended but also unintended consequences” (p.267) around language assessment practices. thus, we believe that a research avenue worth pursuing should include studies on how general assessment policies –along with general approaches to language teaching– coexist with language assessment issues. conclusions and recommendations language assessment literacy is an expanding area of debate in applied linguistics. the topics and research presented at the 39th language testing research colloquium (international language testing association) held in bogota in july 2017 attest to this fact. in the colloquium’s closing plenary, inbar-lourie (2017) argued that, instead of lal, the field of language testing should embrace the genesis and development of lals. that different stakeholders —as shown in our study— want to see national policies for assessment in a solely language assessment course supports inbar-lourie’s invitation. more importantly, our study reiterates language assessment as a key dimension of language teacher education, best encapsulated in this excerpt from the interview with the expert: they look at assessment as something that is final with a purpose of just giving students a grade. and that is one of the areas that i, i think that we, that the course should emphasize on: on the purposes of assessment, on the usefulness of assessment, other than just giving students a grade. language assessment for pre-service teachers giraldo & murcia no. 16 (january june, 2018) no. 16 (january june, 2018) 71 the findings in our study show that the participants would like to have a course that deals primarily with practical issues in language assessment (e.g. item writing), even though not avoiding issues such as content-based assessment, purposes of assessment, colombian assessment policies, and bilingualism. in fact, the data lead us to infer that these topics should be critically combined in the language assessment course to be administered. therefore, the course should contribute to pre-service teachers’ overall awareness of what language assessment means, its implications, and its overall impact on language learning and teaching. in turn, such heightened lal should contribute to their overall professional development. regarding the issue of bilingualism, we suspect that the contents stakeholders want in the course under scrutiny were influenced by contextual factors. recently, the program where the course belongs went through a reform, and its name now explicitly includes the word bilingualism, which is now reflected on the expectation to have assessment of this construct in the course. finally, we wish to highlight two recommendations and a related limitation in our study. first, none of the participants mentioned ethics and fairness as principles that a language assessment course should include, despite the allusion of such themes in lal literature (davies, 2008; kunnan, 2003). we wonder why this was the case and warn that inclusion of these two topics, if not identified in a needs analysis, will merely be a judgement call. second, fulcher’s (2012) questionnaire does not specify what classroom assessment (a topic in his questionnaire) involves, i.e. subcategories of classroom assessment. because of this lack of specificity, we realized that there was no information on topics such as portfolio assessment, arguably a pertinent issue for language teachers’ lal. thus, we feel this was a limitation –and indeed an artifact–of our research, and recommend that researchers wanting to use ready-made questionnaires have a critical stance towards these instruments to adapt them, even if they come from experts. overall and in tandem with inbar-lourie’s (2017b) call to further research in lal, we especially encourage language teacher education programs to share information on the development and impact of lal courses, let alone when lal is expanding and welcoming. language assessment for pre-service teachers giraldo & murcia no. 16 (january june, 2018) no. 16 (january june, 2018) 72 references arias, c., maturana, l., & restrepo, m. 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(2017, july). understanding language assessment literacy profiles of different stakeholder groups in china: the importance of contextual and experiential factors. paper presented at the language testing research colloquium, bogotá, colombia. language assessment for pre-service teachers giraldo & murcia no. 16 (january june, 2018) no. 16 (january june, 2018) 75 authors *frank giraldo holds a b.ed. in english language teaching from universidad tecnológica de pereira (utp), colombia; an ma in english didactics from universidad de caldas, colombia; and an ma in teaching english as a second language, from university of illinois at urbana-champaign, the united states. he works as an academic consultant for the instituto de lenguas extranjeras (ilex) at utp and as a professor at the licenciatura en bilingüismo con énfasis en inglés (utp). daniel murcia holds a b.ed. in english language teaching and an ma in linguistics from universidad tecnológica de pereira (utp), colombia. daniel belongs to the academic staff at the licenciatura en bilingüismo con énfasis en inglés in utp, risaralda. he works as a professor and coordinates the intercultural area of the program. language assessment for pre-service teachers giraldo & murcia no. 16 (january june, 2018) no. 16 (january june, 2018) gist ii semestre 2016-9.indd 75 teachers and students’ stereotypes about the teaching and learning of english1 estereotipos de los profesores y estudiantes sobre la enseñanza y aprendizaje del inglés eliana edith roberto flórez and gladis leonor arias rodríguez2* universidad santo tomás, colombia abstract this article is the result of a research study that examined teachers and undergraduate students’ stereotypes about english teaching and learning processes at a private university in tunja, colombia. the research was carried out with six english teachers and twenty undergraduate students from first and second semesters. the instruments used to collect data were semi-structured interviews and questionnaires from both teachers and students. a grounded theory method was used to analyze the gathered information. findings demonstrate that language teachers created stereotypes about students’ academic work, behavior, and attitudes due to their experiences with them as their teachers, and particularly according to students’ academic majors. students also evidence stereotypes about the teaching and learning of english, according to their experiences in english class. keywords: english language, language teachers, teaching and learning process, stereotypes, undergraduate students. resumen este artículo es el resultado de un estudio investigativo el cual tiene como finalidad compartir los resultados después de examinar los estereotipos de los profesores y estudiantes de pregrado sobre los procesos de enseñanza y aprendizaje del inglés en una universidad privada en tunja, colombia. la 1 recieved: january 15, 2016 / accepted: september 23, 2016 2 eliana.roberto@usantoto.edu.co / gladis.arias01@usantoto.edu.co gist education and learning research journal. issn 1692-5777. no.13. (july december) 2016. pp. 75-92. lexical competence and reading comprehension no. 13 (july december 2016) no. 13 (july december 2016) 76 investigación se llevó a cabo con seis profesores de inglés y veinte estudiantes de pregrado pertenecientes a primer y segundo semestre. los instrumentos usados para la recopilación de datos fueron: entrevistas semi-estructuradas y cuestionarios aplicados a profesores y estudiantes. los resultados demostraron que los profesores de idiomas crearon estereotipos sobre el trabajo académico de los estudiantes, comportamiento y actitudes debido a sus experiencias al relacionarse con ellos como sus profesores, en especial de acuerdo con el programa académico de los estudiantes. los estudiantes también evidencian los estereotipos sobre la enseñanza y el aprendizaje del inglés de acuerdo con sus experiencias en el salón de clase de inglés. palabras clave: idioma inglés, profesores de idiomas, procesos de enseñanza y aprendizaje, estereotipos, estudiantes de pregrado. resumo este artigo é o resultado de um estudo investigativo o qual tem como finalidade compartilhar os resultados depois de examinar os estereótipos dos professores e estudantes de graduação sobre os processos de ensino e aprendizagem do inglês em uma universidade particular em tunja, colômbia. a pesquisa foi realizada com seis professores de inglês e vinte estudantes de graduação pertencentes a primeiro e segundo semestre. os instrumentos usados para a recopilação de dados foram: entrevistas semiestruturadas e questionários aplicados a professores e estudantes. os resultados demonstraram que os professores de idiomas criassem estereótipos sobre o trabalho acadêmico dos estudantes, comportamento e atitudes devido a suas experiências ao relacionar-se com eles como seus professores, em especial de acordo com o programa académico dos estudantes. os estudantes também evidenciam os estereótipos sobre o ensino e a aprendizagem do inglês de acordo com suas experiências na sala de aula de inglês. palavras chave: idioma inglês, professores de idiomas, processos de ensino e aprendizagem, estereótipos, estudantes de graduação. teachers and students’ stereotypes roberto & arias no. 13 (july december 2016) no. 13 (july december 2016) 77 introduction this article shares the results of a research project into teachers and students’ stereotypes about the teaching and learning of english at a private university in tunja – boyacá, colombia. stereotypes present themselves in different contexts, and in this case, english classes are not the exception. there are many factors that affect english teaching and learning processes. thus, the study allows us to reflect on teachers and students’ stereotypes that emerge from different perspectives. in addition, the project provided a space to detect aspects that language teachers take into account when they create stereotypes about their students. it also allowed for the discovery of how undergraduate students perceive their own english learning process. two categories emerged from the data analysis: teachers’ stereotypes about students’ academic performance in english classes, and students’ stereotypes of their own english learning process and academic conditions. these allow us to delve more deeply into the subject and explain teachers and students’ positions, to identify strengths and weaknesses about the use of english, to contribute with ways to guide the methodologies for english classes, and to encourage students to recognize the importance of learning english as a foreign language. this study permitted the researchers to carry out informal talks with language teachers and undergraduate students in order to verify how students were the subject of stereotyping from teachers and from themselves. a variety of stereotypes emerged from students’ performance and the academic process of learning english, and particularly in regards to their academic programs. according to students and teachers’ answers, the results showed that students can be classified with both positive and negative stereotypes towards their english learning process. literature review the theories that underpin this study are based on stereotyping in general, as well as teachers’ and students’ stereotypes about the process of teaching and learning english. these issues contribute to understanding the presence and importance of stereotypes in education. stereotypes a stereotype is a thought adopted about a specific group of individuals, or assumptions people make about a variety of different topics and issues. these can also relate to ideologies developed according to people’s own experience, customs and beliefs. further, teachers and students’ stereotypes roberto & arias no. 13 (july december 2016) no. 13 (july december 2016) 78 stereotypes relate to accepted views and norms of social groups that are developed in people’s minds. allport, one of the pioneers of analyzing stereotypes (1954), studied the complexity of people’s relationships, the perceptions of the social environment, and the way people process information. further, that stereotypes are examples of the bias people develop according to the characteristics of situations, and the shortcuts they adopt which lead to erroneous perceptions of the world (allport, 1954). stereotypes produce misinterpretations in people’s daily lives because they do not allow us to see situations or behavior from an objective point of view. mcgarty, yzerbyt and spears (2002, p. 4) state, “over time, this negative view of stereotypes has become the received wisdom.” most stereotypes have both positive and negative features, and these may vary in terms of how tenaciously they are held and how likely they are to be developed for a given target. different parts of the stereotypes are likely to be salient in different contexts. (schneider, 2005, p. 556) hall (as cited by holliday, kullman & hyde, 2010, p. 126), argued the following: stereotypes get hold of the few simple, vivid, memorable, easily grasped and widely recognized characteristics about a person, reduce everything about that person to those traits, exaggerate and simplify them, and fix them without change or development to eternity. on the other hand, o’sullivan, hartley, saunders, montgomery and fiske (as cited by holliday, kullman & hyde, 2010) defined stereotypes as a “social classification of particular groups and people as often highly simplified and generalized signs, which implicitly or explicitly represent a set of values, judgements and assumptions concerning their behavior, characteristics or history” (p. 126). based on the previous definitions, some authors agree that stereotypes are inherently “bad” or “wrong” because they are illogical in origin, resistant to contradiction or morally mistaken. according to fishman (1956), stereotypes are not taken seriously in different context because these may be essentially incorrect, inaccurate, contrary-tofact, and therefore, undesirable taking into account people’s beliefs in general. however, stereotypes may refer to positive characteristics of a particular person or group of people. allport (1954) did acknowledge that stereotypes were not always negative, but this fact has often been overlooked. taylor and simard (1975) argue that “out-group stereotypes may lead to the positive outcome of mutual social differentiation: each teachers and students’ stereotypes roberto & arias no. 13 (july december 2016) no. 13 (july december 2016) 79 group is seen as it wishes to be seen and any desired differences are highlighted” (p. 240). at the same time, stereotypes have been seen as ways to appreciate and simplify the understanding of the world. they also help to understand people’s conduct with respect to certain social problems. in fact, stereotypes have serious consequences in society. however, schneider (2005) mentions that negative stereotypes are more difficult to change than positive ones. stereotypes in education in terms of stereotypes in education, wright (2004) states that students may be classified as good or bad students. the author explains that good students are characterized as hard-working, reliable and responsible. sometimes, language teachers believe that intelligent students are good students, but according to wright (2004), innate intelligence is not the only key or the most important aspect for a student to be successful in their academic performance. being a good student implies a positive attitude towards each academic duty. in contrast, bad students are characterized by being lazy, irresponsible, rarely showing interest in the subject. they complain about everything, and it is difficult for them to follow instructions (wright, 2004). bearing in mind students’ behavior, teachers tend to classify them according to these positive or negative attitudes towards the teaching and learning of english. students show these attitudes based on their own strengths and weaknesses in the subject. according to gardner (1985), attitudes present cognitive and affective aspects in terms of behaviors and emotional states. students’ behavior shows their values and motivation towards academic activities. gardner (1985) links the individuals’ rationale for any activity, such as language learning, with the range of behaviors and the degree of effort employed in achieving goals. victor and lockhart (1995) explain how students create their own stereotypes based on previous academic practices in regards to learning english. even if teachers or students avoid stereotypes, they are present in many cases in the academic contexts. according to horwitz (1988), conflicting attitudes have a powerful impact on how objectives, methodologies and assessment procedures are perceived, accepted or refused. besides, these attitudes allow learners the opportunity to unravel this complex network of stereotypes, to reflect on how these factors affect their day-to-day decisions and behaviors, and possibly to start a process of negotiation. in horwitz’s study, students and teachers improved their communication, and as a teachers and students’ stereotypes roberto & arias no. 13 (july december 2016) no. 13 (july december 2016) 80 result, the quality of education increased. it was recognized as a way to include students and teachers in the effort of joint learning. another aspect that influences the way students and language teachers create their own stereotypes is students’ purposes. for instance, when students recognize the importance of learning english within their professional life, it has several advantages such as getting a job easily, understanding academic information on websites or recognizing that nowadays the human being is living in a globalized world. these aspects are supported by mckay (2002), who argues that learning english has international recognition, increases cultural knowledge. finally, it is necessary to highlight that the classroom atmosphere influences the teaching and learning process of english. supporting this, o’reilly (1975) and kelly (1980) establish that the teacher is a part of the learning environment as perceived by the learners. as such, his or her teaching behavior affects the learners’ perception of the classroom climate. thus, stereotypes that emerge in english classes are powerful when these build a positive or negative relationship between teachers and students. methodology research design this research was developed based on a descriptive case study as it focused on the analysis of small groups of participants. researchers collected data through teachers’ interviews, and student and teacher questionnaires. this allowed for the identification of language teachers and students’ stereotypes about teaching and learning english as a foreign language. it also provided a systematic way of looking at events, collecting data, analyzing information and reporting the results. researchers do not focus on the discovery of a universal, generalizable truth, nor do they typically look for cause-effect relationships; instead, emphasis is placed on exploration and description. furthermore, the descriptive case study is a relatively formal analysis done in order to analyze classroom life. hakin (1987) states, “the case study is the social research equivalent of the spotlight or the microscope in which emphasizes is placed on the value of understanding a phenomenon as it exists within a natural context” (p. 61). context and participants the participants involved in this study were six english teachers from a private university in tunja, colombia. the teachers were selected bearing in mind that one of them has been working in this institution for teachers and students’ stereotypes roberto & arias no. 13 (july december 2016) no. 13 (july december 2016) 81 12 years, two more teachers had labor experiences in another country such as england and ireland, three language teacher were selected because they have had the opportunity to work with all the faculties and the last teacher was chosen because he had been working at the university just one semester. in addition, undergraduate students were selected from first and second semesters at the same private university. the process of teaching and learning english as a foreign language is based on the development of communicative skills, and is part of the required subjects of the curriculum. data collection instruments according to the characteristics of this study, the following instruments were implemented: the semi-structured interview. this was used with six language teachers who were part of the language department staff. this technique was used to collect data because its flexibility allows us to know in detail specific and relevant aspects of the research such as the stereotypes teachers created about their students. corbetta (2010) recommends the semi-structured interview because it provides an appropriate environment for a fluid dialogue between interviewer and interviewee. teacher questionnaire. this was implemented to collect data as a way to obtain specific information related to teachers’ opinions about students who attended to english classes and the different stereotypes that emerged according to each academic program. mcclure (2002) recommends to apply this instrument with open or closed questions as a mean to measure facts, attitudes or values. student questionnaire. it was used in this research as a way to obtain information based on students’ stereotypes about their own process of learning english and the way they perceived this process at school and at university. bearing in mind the previous information, the main objective proposed in this research study was to identify teachers and students’ stereotypes about english teaching and learning processes as a foreign language at a private university. data analysis and interpretation this study was done following the grounded theory approach since it permitted to describe the process to be carried out in order to analyze data which was gathered through the use of several instruments. strauss and corbin (1990) state that this approach consists of a set of teachers and students’ stereotypes roberto & arias no. 13 (july december 2016) no. 13 (july december 2016) 82 steps to formulate hypotheses based on conceptual ideas that guarantee a good theory by creating categories based on the data gathered. in order to validate the findings of this study, methodological triangulation was used. according to rothbauer (2008), triangulation is seen as a research strategy that can reduce deficiencies caused by using only one method of inquiry. besides, it involves the use of different ways to gather data. data analysis permitted to face the different points of view between students and teachers in order to make conclusions that contribute to improve the field of teaching and learning english. results two main categories arose from the current research in order to achieve the main objective of this study. besides, the grounded theory approach was implemented to analyze the data gathered and a methodological triangulation was used to validate the findings of this project. teachers’ stereotypes about students’ academic performance in english classes this category emphasized how each academic program was stereotyped according to the undergraduate students’ academic performance in activities that were achieved in english classes. the private university where the research took place offers a variety of academic programs such as electronic, system and mechanical engineering, law, business and accounting. once language teachers had the opportunity to work with undergraduate students in different faculties, similarities and differences were found when teachers created stereotypes about students. according to this, bandura’s theory (1986) explains the way that our internal mental process works, it means that stereotypes influence the way people interpret and perceive the world. as a result of this, individuals can and often do perceive the exact same event or situation very differently. thus, the participants agreed that most of the students from this university have obstacles in order to develop activities assigned in english classes, they lacked the context to really practice and immerse themselves in the language, and for these reasons, a lot of students found difficulties in their english learning process. as it was mentioned in the semi – structured interview a lot of different levels in each of the classes that i teach most of the students find difficult to learn english and this can affect their attitudes to learn in english. some people don’t prepare minimum effort in to learn english… teachers and students’ stereotypes roberto & arias no. 13 (july december 2016) no. 13 (july december 2016) 83 in the previous sample, it was evidenced how language teachers had had the experience to teach english in different faculties with different levels. the way they perceived the process of learning and teaching english as a foreign language was with stereotypes, for instance, they noted that most of the students do not make enough effort to learn the language, they had problems in terms of confidence and most of them did not have a clear idea of team work. besides, language teachers were aware that the students had different learning styles, which were reflected in their performances along the academic activities such as individual work, small group work, individual tutoring with teachers, among others. these aspects contributed to create students’ stereotypes. according to allport (1954), stereotypes are studied as the complexity of people’s relationships, the perceptions of the social environment and the way people process information. first of all we have to take into account that students are different in terms of learning, every single human being has his/her own learning style and students come from different backgrounds. in spite of finding the process of learning english difficult for the students, language teachers also created stereotypes according to the faculty students belong to, understanding stereotypes like assumptions people have about different topics or people’s ideologies. these stereotypes can emerge in different contexts as well as in education. ambady, shih, kim, and pittinsky (2001) stated that stereotypes have different effects in people; hence, negative stereotypes produce negative reactions in people’s behavior, and on the contrary, the positive ones can facilitate people’s cognitive performance. the researchers realized that most of the language teachers created stereotypes of their students bearing in mind the academic programs offered by the university. i consider that students change in terms of their attitude, behavior and personality according to their programs, for example civil engineering students are active and responsible, they participate actively rather than architecture students. after analyzing the data gathered, these are the most common stereotypes language teachers had about students according to their major. some are positive and others are negative. likewise, schneider (2005) mentions, “most stereotypes have both positive and negative features, and these may vary in terms of how tenaciously they are held and how likely they are to be developed for a given target.” (p. 329) teachers and students’ stereotypes roberto & arias no. 13 (july december 2016) no. 13 (july december 2016) 84 for instances most of the languages teachers mentioned in the gathered data through the research instruments applied the following excerpts: law students like speaking in public, even if they like to complain about many things. they are more dedicated to learn english because they take 10 levels during their major; besides, they are punctual and good readers. international business are very weak for learning english, their attitude is negative because they are not aware about the importance of learning a foreign languages, which is essential for their major. in addition, electronic, system and mechanical engineering students are kind of analytical and practical; they are very creative and organized, they like doing different kinds of activities because they get bored easily. architecture students are creative, but the problem is that they are somehow lazy in english classes. accounting and business administration students, in general, are kind of good at planning and organizing things. law students are much more generous to speak…architecture and civil engineering students are more concerned about projects and other areas, thus, english is seen as an obstacle they have to get over because it is a mandatory subject, electronic students are organize and they hate wasting time the previous samples demonstrated that stereotypes were created bearing in mind many factors such as age, values, attitude, and academic goals, among others. these stereotypes are linked or affect education contexts in positive or negative ways. according to holliday, kullman and hyde (2010), stated the experience of confronting students who overtly refuse, or are more or less unwilling to accept, classroom procedures belongs to every teacher – and the more pervasive and subtle is this refusal, the more difficult is for teachers to build a positive relationship with their students. (p. 126) moreover, stereotypes affect people’s thoughts, emotions, and behavior. however, schneider (2005) mentions that negative stereotypes are more difficult to change that the positive ones. another relevant aspect that language teachers took into account when they formed stereotypes about students was based on their own professional experience. according to wright (2000), students may be classified as good or bad students. in general, i consider that students in this university are dynamic, they have good behavior and attitude, but few students not so many have personal problems, like in the family or maybe they don´t have the best academic development. however, law students like to discuss a lot, teachers and students’ stereotypes roberto & arias no. 13 (july december 2016) no. 13 (july december 2016) 85 students of civil engineering, they have good performance, architecture students like doing things. the previous sample expressed that there are different kinds of students, students who take seriously their academic performance, students who only care about getting good grades, students who are not excellent students, but have a positive attitude to the process of learning another language, among others. according to wright (2000), innate intelligence is not the only key or the most important aspect for a student to be successful in their academic performance. being a good student implies a positive attitude in front of each academic duty. in daily academic practices, students show different social problems (families, friends) that affect their emotions, beliefs and ways to face the academic challenges, but in despite of their problems, they demonstrate positive attitude in their academic process and it is a very important aspect to keep in mind in order to achieve their professional goals. on the other side, language teachers mentioned that according to the students’ profile based on their major, it is necessary to adapt useful methodologies in the process of teaching and learning english as a foreign language. it is understandable that every single human being is different because s/he is unique, but also it is relevant to perceive that some groups have certain similarities maybe because they belong to an academic program with specific skills. for instance, law students have the ability to read and understand extensive texts, architecture students are good at drawing, and engineering students need to understand mathematics and calculus well, among others. it means that multiple intelligences play an important role in this context because it does not mean that everybody has to be good at math, at drawing, at speaking another language. languages teachers generated students’ stereotypes bearing in mind their professional profile. according to the previous statements, teachers feel the necessity to bring appropriate activities to the students in their english classes, trying to find the way students like learning english in simple workshops that call students’ attention. hence, some of the interviewees revealed: law students like sharing about politics and history which is a big part of their profession. in this way they prefer reading about topics of their own field of study. architecture and engineering students are very active people; they like to do drawing and creative activities. the last sample showed how language teachers at the university have to accommodate to what methodology suits their students’ necessities. bearing in mind that students have weaknesses and teachers and students’ stereotypes roberto & arias no. 13 (july december 2016) no. 13 (july december 2016) 86 strengths in their process of learning english, some of them have the necessity to improve reading skills, others in pronunciation, writing or speaking. one aspect to highlight in this study is that some teachers help students to recognize the importance of learning english. in conclusion, this category shows that stereotypes from language teachers is indeed a very important issue at the university students’ stereotypes in their english learning process and academic conditions this category shows the students’ stereotypes emerged in english classes. learning english is not an easy task in our context because there are many prejudices in terms of learning and teaching; some years ago, english was not important or necessary for our lives as professionals, so we did not have the need to learn this language, but with the demand established by the free trade agreements and the expansion of the communications the role of english in our country has changed. thus, english is seen as an important subject in people’s academic and professional life. the government is interested in improving the skills in this subject; hence, it implemented the bilingualism project which unfortunately has shown low results, sánchez (2013) argues that in colombia, despite the bilingualism project, students’ english level is still low; for this reason, it is necessary that, from the classroom, english teachers propose ways that contribute to motivate and improve the proficiency in this language, and investigation is one of the ways to guarantee changes in this field of education. students from this private university in colombia expressed their stereotypes about learning english in different ways. first, about english methodologies, there have been many complaints from students which became stereotypes about learning english because adult people have had bad experiences with their english learning process as product of the educational system; however, the culture for learning this language is changing, as it can be seen in studies done about this field: the english culture in colombia is growing, with english-language media reaching an increasing number of students and, in some cases, aiding their learning. however, the challenges faced by english teachers a lack of resources, motivation, access, time, language skills and contextual training continue to present barriers to positive and equitable english acquisition in formal education. (british council, 2015, p. 58) besides, undergraduate students stated: teachers and students’ stereotypes roberto & arias no. 13 (july december 2016) no. 13 (july december 2016) 87 my experience of english was bad at school because we only learnt separate words and we could not communicate using english. in fact, students’ english learning depends largely on schools, some private schools have implemented bilingual curricula as a way to improve their quality, this is also a mechanism to compete with other schools and get more students because some parents are conscious that their children need to know english as a way to take advantage of their professional life. thus, a student argues about it: it was good because my english teacher demanded me a lot and it helped me to learn, the problem was that we did not have enough hours a week. in addition, in the colombian environment, it is growing the stereotype that learning english is positive for the development of people and the country because there are more possibilities to travel, work, study, export and import products; it is also perceived by a teacher and by students: the stereotype that people who speak good english have more job prospects and better salaries motivates students to learn, use and improve their english. in general, the researchers found that students also created stereotypes about english classes in a positive and negative way bearing in mind their academic experiences they faced in school and nowadays in the university context. students realize that learning english is essential for their professional majors. according to students’ stereotypes of their english learning process at the university, it can be seen that some of them have a positive attitude, as follows: my attitude is very good because it is important to learn another language. the methodology of the teacher is adequate and facilitates my learning process. moreover, it is still viewed how some students show a total lack of interest in learning english; therefore, it is very difficult to have positive results in teaching this language: my english learning is not the best because i have not been so interested in it, i am only worried about the subjects of my field of study. additionally, when students enter university, they perceive the importance of learning english because in the different subjects they have to work with bibliography in english and they must investigate on the internet; thus, it makes them feel the need to improve their teachers and students’ stereotypes roberto & arias no. 13 (july december 2016) no. 13 (july december 2016) 88 english skills; however, teachers observe that students have different stereotypes about their english learning process, depending of their environment; thus one of the teachers said: there is a small minority of students who recognize the importance of english in their lives; therefore, approach the subject with interest. the majority of them seem blissfully unaware of the potential benefits of learning the world’s most widely spoken language and the relative disadvantages of not doing so, even in their own region. students’ academic development is affected by different factors such as stereotypes, behaviors, contexts, and also personal perspectives; however, students’ academic performance is also product of the motivation they find in the context. unfortunately, in our atmosphere, teachers perceive that the conditions do not contribute enough, and it is an aspect they have to assume and look for ways to motivate the acquisition of this language, taking into account that english has become indispensable in all fields of knowledge. one of the teachers argued: i feel that students have common difficulty in working with english because there are lacks in the context to really practice and immerse themselves in the language.” as it was mentioned before, english teachers have to face many difficulties for teaching because the conditions are not the best; thus, this is one of the reasons why the bilingualism has not attained the expected results in colombia after 12 years of implementation. according to studies done by colombia aprende (2014), only 8% of students leave school with a b2 level; english is taking position in people’s minds due to the exigencies of current times. one of the ways to improve english use is through research because it permits to identify problems, create solutions, propose new methodologies and strategies, create new materials, and also motivate teachers to progress in their academic practices. conclusions this study aimed at identifying the teachers and students’ stereotypes presented in english classes at a private university in colombia. some stereotypes found were positive and others negative. this research tried to help language teacher reflect about negative thoughts they have from students who belong to different academic programs in positive teachers and students’ stereotypes roberto & arias no. 13 (july december 2016) no. 13 (july december 2016) 89 characteristics. besides, it is necessary to avoid sharing negative stereotypes with new language teachers because they might perceive a bad impression about their students before meeting them. the main findings can summarize that stereotypes are always going to exist in the academic context. even if people do not believe in them, they exist as the culture and tradition of people. acceptance depends on the environment; thus, people can reject or accept them. teaching english is engaged in stereotypes as products of teachers and students’ thoughts and background; however, students are different. they react according to their own experience and sometimes they are affected by the major they are studying as a normal process of learning. bearing in mind the different studies carried out based on stereotypes, the finding of this current study concluded that in the process of learning english, there have been some stereotypes due to the manners we have lived as a developing country. they have origin in the internationalization of knowledge through the internet, the free trade agreements, and also the positions of our governments in front of world power countries. some years ago, english was seen as a secondary subject; thus, it was not important. nowadays, the evidences of this investigation show english is necessary for people’s progress and also for the development of the country. people feel the necessity to be involved in technology, science, education, business, among others, thus, english become in a useful tool to understand the field mentioned previously. as it was mentioned in the literature review, in other studies as well as in this study, students are engaged in academic programs; in terms of learning english, some of them are not very involved. moreover, about students’ personality, they are very respectful. in some cases, language teachers create stereotypes about them taking into account their attitude in the english classes; however, this is an attitude teachers have to avoid because students have the same rights and learning opportunities. when language teachers created negative stereotypes about certain students, it affects many aspects such as the atmosphere in the classroom, students and teachers’ attitude in front of english classes or the friendship between learners and teachers. one of the goals of english teachers is to guide students’ performance in this language. thus, this investigation highlights students and teachers’ stereotypes and problems about the english processes of teaching and learning. the limitations presented in this research was the lack of time of the languages teachers who were the participants of this study. it was so difficult try to set up the time for teachers and students’ stereotypes roberto & arias no. 13 (july december 2016) no. 13 (july december 2016) 90 applying the instruments. besides, this study is useful for other areas, not only in english classes because stereotypes might be presented in different fields of study. also, teachers who belong to the variety of academic programs offer in the private university where the research took place have the duty to encourage students to learn english according to their majors. teachers and students’ stereotypes roberto & arias no. 13 (july december 2016) no. 13 (july december 2016) 91 references allport, g. (1954). the nature of prejudice. reading, m.a: addison – wesley. ambady, n., shih, m., kim, a., & pittinsky, t. (2001). stereotype susceptibility in children: effects of identity activation on quantitative performance. psycholsci, 12 (5), 385388. bandura, a. (1986). social foundations of thought and action: a social cognitive theory. englewood cliffs, nj: prentice-hall. british council. (2015). english in colombia: an examination of policy, perceptions and influencing factors. retrieved from: https:// ei.britishcouncil.org/sites/default/files/latin-america research/ english%20in%20colombia.pdf brown, g. (2001). teaching the spoken language. cambridge: cambridge university press. corbetta, p. (2003): social research theory, methods and techniques. london: sage. fishman, j.a. (1956). an examination of the process and function of social stereotypes, journal of social psychology, 43(1), 27-46. gardner, r. c. (1985). social psychology and second language learning: the role of attitudes and motivation. london: edward arnold. hakin, c. (1987). research design: strategies and choices in the design of social research. london: allen & unwin. hamilton, d. l. (1979). a cognitive attributional analysis of stereotyping, in l. berkowitz, (ed.). advances in experimental social psychology, vol. 12. new york, ny: academic press. holliday, kullman and hyde (2010). intercultural communication. london: routledge. horwitz, e.k. (1988). the beliefs about language learning of beginning foreign language students. modern language journal, 72(3), 283 – 294. mcgarty, c. yzerbyt, v. & spears, r. (2002). stereotypes as explanations. the formation of meaningful beliefs about social groups. cambridge: cambridge university press. mcclure, r. (2002). common date collections strategies effective in qualitative studies using action research in technical/operational training programs. retrieved from http://evokedevelopment.com/ uploads/blog/commondata.pdf mckay, s. (2002). teaching english as an international language. oxford: oxford university press. teachers and students’ stereotypes roberto & arias no. 13 (july december 2016) no. 13 (july december 2016) 92 o’reilly, r. (1975). classroom climate and achievement in secondary school mathematics classes. alberta journal of educational research, 21(4), 241-248. rothbauer, p. (2008) triangulation. in l. m. given (ed.). the sage encyclopedia of quality research methods, (pp. 892 –894). thousand oaks, ca: sage. sánchez, a. (2013). investigación e información de bilingüismo en colombia. bogotá, d. c.: banco de la república. retrieved from: http://www.banrep.gov.co/sites/default/files/publicaciones/archivos/ re_172_0.pdf schneider, d. (2005). the psychology of stereotyping. new york, ny: the guilford press. strauss, a. & corbin, j. (1990). basics of qualitative research: grounded theory studies using action research in technical/operational training programs. retrieved from http://evokedevelopment.com/uploads/blog/ commondata.pdf taylor, d., & simard, l. (1975). social interaction in the bilingual setting. canadian psycological review/psychologie canadienne, 16(4), 240254. victori, m. & lockhart, w. (1995). enhancing metacognition in selfdirected language learning. system, 23(2), 223-234. wright, s. a. (2004). perception and stereotypes of esl students. internet tesl journal, 10(2). retrieved from: http://iteslj.org/articles/wrightstereotyping.html authors *eliana edith roberto flórez holds an ma in language teaching from the universidad pedagógica y tecnológica de colombia. she is a full-time teacher and researcher at universidad santo tomás (usta) in tunja. her research interests are in academic writing and literature. she belongs to the “expedicionarios humanistas” research group at usta. *gladis leonor arias rodríguez holds an ma in language teaching from the universidad pedagógica y tecnológica de colombia and an ma in pedagogy from the universidad santo tomas. she has investigated in english reading, literature and curriculum. she is a full time teacher, researcher and e-magazine editor at usta tunja. teachers and students’ stereotypes no. 13 (july december 2016) no. 13 (july december 2016) 111 the use of communication strategies in the beginner efl classroom1 carmen a. rodríguez cervantes and ruth roux rodriguez2* universidad autónoma de tamaulipas, méxico abstract when language learners do not know how to say a word in english, they can communicate effectively by using their hands, imitating sounds, inventing new words, or describing what they mean. these ways of communicating are communication strategies (css). efl teachers are not always aware of the importance of teaching communication strategies to their students or, if they are aware, they do not explicitly train their students to use them. they do not use these strategies themselves to serve as a model to their students. very often, what we have observed is that teachers abandon the message or switch to the first language to avoid communication problems in the classroom. this study investigated the communication strategies used by two efl teachers and their beginner level students; and the potential factors that influence the communication strategies they use in class. data came from three sources: (1) audio-recordings of naturally occurring classroom interactions; (2) interviews with the teachers; and (3) observation notes taken in six class sessions. data from the interaction transcripts were examined using faerch and kasper’s (1983) taxonomy of communication strategies. results indicated that the communication strategy most frequently used in both groups was language switch. however, while the teacher who seemed more involved with students used clarification request, comprehension check and asking for confirmation; the teacher who appeared more distant from students used comprehension check and repetition. class size, seating arrangements and learning activity types were also some of the factors that influenced the communication strategies used. key words: communication strategies, classroom interaction, teaching english as a foreign language resumen cuando quienes aprenden ingles no saben cómo decir una palabra, pueden usar sus manos, imitar sonidos, inventar palabras o describir lo que quieren decir para 1 received: august 4th,2012 / accepted: august 15th, 2012 2 email: rrouxr@uat.edu.mx gist education and learning research journal. issn 1692-5777. no. 6, november 2012. pp. 111-128 no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 112 no interrumpir la comunicación. estas formas de comunicarse son estrategias de comunicación (ec). los docentes de inglés como lengua extranjera no siempre están consientes de la importancia de enseñarles estrategias de comunicación a sus alumnos, o bien no les dan preparación explicita para utilizarlas. a menudo lo que observamos es que los docentes abandonan el mensaje que querían comunicar o utilizan la primera lengua para evitar problemas de comunicación. este estudio examinó las estrategias de comunicación empeladas por dos docentes de inglés como lengua extranjera con sus estudiantes de nivel básico; y los factores que influyen en las estrategias de comunicación que se utilizan. la información se recolectó de tres fuentes: (1) grabaciones de interacciones naturales en el aula; (2) entrevistas con los docentes; y (3) observaciones registradas en seis sesiones de clase. las transcripciones de las interacciones se examinaron mediante la taxonomía de estrategias de comunicación de faerch y kasper (1983). los resultados indicaron que la estrategia utilizada con mayor frecuencia en ambos grupos fue cambio a la primera lengua. sin embargo, mientras que el docente que parecía estar más involucrado con los estudiantes utilizó también solicitud de aclaración, comprobación de comprensión y pedir confirmación; el docente que parecía estar más distante de los alumnos utilizó principalmente comprobación de comprensión y repetición. el tamaño del grupo, la disposición de los asientos y el tipo de actividades de aprendizaje son también algunos de los factores que influyeron en las estrategias de comunicación que se empelaron. palabras clave: estrategias de comunicación, interacción en el aula, enseñanza del inglés como lengua extranjera resumo quando os que aprendem inglês não sabem como dizer uma palavra, podem usar suas mãos, imitar sons, inventar palavras ou descrever o que querem dizer para não interromper a comunicação. estas formas de comunicar-se são estratégias de comunicação (ec). os docentes de inglês como língua estrangeira não sempre estão conscientes da importância de ensinar-lhes estratégias de comunicação aos seus alunos, ou bem não lhes dão preparação explicita para utilizá-las. com frequência o que observamos é que os docentes abandonam a mensagem que queriam comunicar ou utilizam a primeira língua para evitar problemas de comunicação. este estudo examinou as estratégias de comunicação empregadas por dois docentes de inglês como língua estrangeira com seus estudantes de nível básico; e os fatores que influem nas estratégias de comunicação que se utilizam. a informação se recolheu de três fontes: (1) gravações de interações naturais na aula; (2) entrevistas com os docentes; e (3) observações registradas em seis sessões de classe. as transcrições das interações se examinaram mediante a taxonomia de estratégias de comunicação de faerch e kasper (1983). os resultados indicaram que a estratégia utilizada com maior frequência em ambos grupos foi câmbio à primeira língua. entretanto, enquanto o docente que parecia estar mais envolvido com os estudantes utilizou também solicitação de esclarecimento, comprobação de compreensão e pedir confirmação; o docente que parecia estar mais distante dos alunos utilizou principalmente comprovação the use of communication strategies in the beginner efl classroom rodriguez & roux no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 113 de compreensão e repetição. o tamanho do grupo, a disposição dos registros e o tipo de atividades de aprendizagem são também alguns dos fatores que influíram nas estratégias de comunicação que se empregaram. palavras chave: estratégias de comunicação, interação na aula, ensino do inglês como língua estrangeira. introduction the use of communication strategies in the foreign language classroom has been studied in the united states and great britain since the 1980’s and more recently in some arab countries (rababah, 2003; 2005). communication strategies are attempts to bridge the gap between the linguistic knowledge of the second-language learner and the linguistic knowledge of his or her interlocutor in real communication situations. studies have found that communication strategies, unconsciously used in the first language, do not automatically transfer to the second language. actually, communication strategies need to be explicitly taught for students to improve their accuracy and fluency (dörnyei, 1995). studies on classroom interaction and in the teaching and use of communication strategies by foreign language learners are scarce in mexico. moreover, teachers are not always aware of the importance of teaching communication strategies to their students or, if they are aware, they do not explicitly train their students to use them. they do not use these strategies themselves to serve as a model to their students. most often, what i have observed is that language teachers abandon the message or switch to the first language to avoid communication problems in the classroom. to contribute to the knowledge on the use of communication strategies in the foreign language classroom and provide recommendations for language teachers and language teacher educators, this study investigated the communication strategies used by two teachers in a beginner efl classroom. the study does not intend to bring about generalizable results, but to illustrate how communication the use of communication strategies in the beginner efl classroom rodriguez & roux no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 114 strategies are used in a specific learning context and how a taxonomy of communication strategies can help interpret teacher-student interaction. literature review this section presents the literature consulted on communication strategies, as well as the studies considered as a basis for the current study. the notion of communication strategies the notion of communication strategies, thus, refers to a mutual attempt of two interlocutors to agree on a meaning in situations in which they do not share the requisite meaning structures. in other words, communication strategies are attempts to bridge the gap between the linguistic knowledge of the second-language learner and the linguistic knowledge of his or her interlocutor in real communication situations. approximation, mime, and circumlocution may be used to bridge this gap. message abandonment and avoidance may be used where the gap is perceived as unbridgeable. a broader definition of css was proposed by faerch and kasper (1984), who emphasized the planning and execution of speech production. these authors affirmed that to solve communication problems, a learner does not only cooperate with his or her interlocutor, but also finds a solution without the help of others. this view led to further research concentrating on learners’ internal mental activities, such as cs use for solving lexical problems (poulisse, 1987). faerch and kasper (1984) affirm that there are two types of css: achievement strategies and reduction strategies. achievement strategies allow learners to have an alternative plan to achieve reaching an original goal using the resources that are available. reduction strategies are used by learners to avoid solving a communication problem and allow them to give up on conveying an original message. achievement strategies consist of compensatory strategies and retrieval strategies. compensatory strategies include codeswitching, interlingual transfer, interlanguage–based strategies, cooperative strategies, and nonlinguistic strategies. retrieval strategies are used when learners have difficulties in retrieving specific interlanguage items. reduction strategies consist of formal reduction strategies (using a reduced system to avoid producing non-fluent or incorrect utterances) and function reduction strategies (giving up on sending a message or avoiding a specific topic). the use of communication strategies in the beginner efl classroom rodriguez & roux no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 115 css allow learners to continue in the conversation, which provides them with opportunities to hear more input and produce new utterances. consequently, the use of css can have a significant learning effect for efl learners. for this reason, css should be considered as a subset of learning strategies, which contain both skills for learning a language and applications of them in real communication contexts. the teachability of communication strategies researchers agreed that the strategic competence that speakers develop in their first language could be freely transferable to their second language use (bongaerts & poulisse, 1989; kellerman, ammerlaan, bongaerts, & poulisse, 1990). this meant that most adult language learners already have a repertoire of communicative strategies that they use in l1, regardless of their level of l2 proficiency. kellerman (1991), for example, affirmed that if the cognitive processes are familiar from the l1, there was no point in teaching these strategies, and concluded “there is no justification for providing’ training in compensatory strategies in the classroom. teach the learners more language and let the strategies look after themselves” (p. 158). hungarian researcher dornyei (1995), at present professor of psycholinguistics at the university of nottingham, not only suggested that communication strategies needed to be taught, but he also provided procedures for strategy straining. the six strategy training procedures that he proposed were the following: 1. raising learner awareness about the nature and communicative potential of communication strategies by making learners conscious of strategies already in their repertoire, sensitizing them to the appropriate situations where these could be useful, and making them realize that these strategies could actually work. 2. encouraging students to be willing to take risks and use communicative strategies or, in other words, to manipulate available language without being afraid of making errors. 3. providing l2 models of the use of certain communication strategies through demonstrations, listening materials and videos, and getting learners to identify, categorize, and evaluate strategies used by native speakers or other l2 speakers. conversations between the students and native speakers can be recorded on video, and after viewing their own recordings, students can analyze their own strategy use. the use of communication strategies in the beginner efl classroom rodriguez & roux no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 116 4. highlighting cross-cultural differences in communication strategy use because in some languages particular communication strategies may be seen as indications of bad style. 5. teaching communication strategies directly by presenting linguistic devices to verbalize them. 6. providing opportunities for practice in strategy use is necessary because communication strategies can only fulfill their function as immediate first aid devices if their use has reached an automatic stage. the problem is that many teacher education or teaching training programs do not include communication strategy knowledge to make teachers aware of the importance of communication strategies in language learning. other programs do include communication strategy training contents; however, teachers do not make use of this knowledge in their everyday practice. this study sets out to investigate if two language teachers possess this knowledge and the ways in which they actually communicate with their students in their courses. specifically, the study is guided by three research questions: 1. how do participants use communication strategies in the efl classroom? 2. what is the perception of the participants of the use of communication strategies in the efl classroom? 3. what factors influence communication strategies used by the participants? methods participants the participants of this study were students and teachers from two beginner-level english classes. the composition of the classes were mixed; some were high-school students, others were university students; still others were employed adults. one of the classes had 27 students while the other class had 23 students enrolled in the course. students’ attendance had great variation throughout the data collections process. the ages of students were in the range of 18 to 60, although the majority was between 18 and 20 years old. the two teachers participating in this research were males. the teacher of group 1 was 52 years old and had 28 years of teaching experience. he learned english in the united states and had certifications the use of communication strategies in the beginner efl classroom rodriguez & roux no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 117 for english language and english teaching. for the purposes of this study, the pseudonym pablo is used hereafter. teacher of group 2 was 28 years old and had three years of teaching experience. he learned english in his hometown and studied an undergraduate degree in engineering. he had taken the teaching knowledge test (tkt) with a band 2 certification. at the time of the study, he was close to obtaining the in-service certification for english language teachers (icelt) by cambridge. in this paper the pseudonym leo is used to refer to him. context this study took place in the language center of a mexican public university in the northeast of the country. the aim of the center is providing foreign language courses and training courses for english teachers. it serves more than 5,000 students per year. the classes are given by 59 language teachers. the center offers beginner, intermediate and advanced english, french and german courses. the study was carried out in two beginning-level english classes. data sources data for this study came from: (1) transcriptions of audiorecordings of classroom interactions of two english language teachers and their beginner-level students; (2) interviews with 2 teachers; and observation notes taken during six class sessions. classroom interactions were recorded without previous preparation of students or teachers. the purpose was to identify and quantify the communication strategies they spontaneously used in the classroom. the interviews were held to obtain information from the two teachers about their backgrounds, their years of teaching experience, and their knowledge of communication strategies. observation notes were taken of the students’ and teachers’ behaviors while communicating in six distinct classes, three per teacher. data analysis once classroom interactions were audio-recorded and transcribed, the framework by faerch and kasper (1983) was adopted to code the communication strategies used. the framework was selected because the categories seemed clearly explained and appropriate for the characteristics of the language data collected (rababah, 2002).. a frequency form was designed to classify the communication strategies that occurred during the two hours of each class. the teacher-student the use of communication strategies in the beginner efl classroom rodriguez & roux no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 118 and student-teacher interactions once coded were counted to calculate percentages. table 1. communication strategies taxonomy (færch & kasper. 1983) the interviews and the observation notes were examined using content analysis. a qualitative content analysis is a research method for the subjective interpretation of the content of text data through the systematic classification process of coding and identifying themes or patterns (hsieh & shannon, 2005). it is an approach of empirical analysis of texts considering their context of communication (mayring, 2000). this analysis goes beyond counting the words; it is rather focused on the examination of meaning occurring within a particular context. findings as table 1 shows, for session 1, pablo had a total of 15 students attending the class; while leo had 22 students. for session 2, 12 students attended pablo’s class while 23 students attended leo´s class. on the third data collection session, 13 students came to pablo’s class in group 1 and 19 students came to leo´s class in group 2. table 2. students attendance per session group 1 had a large classroom and student attendance was scarce; of a total of 23 students registered for the class, 15 (65%) was the the use of communication strategies in the beginner efl classroom rodriguez & roux no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 119 highest number of students attending. group 2, on the other hand, had a smaller classroom with more student attendance; the total number of students registered in the class was 27 and 23 (85%) was the highest number of students attending. students in group 1 gathered in small teams spread around the classroom. students in group 2 were always crowded in a small room. according to the observation notes, pablo sat behind the desk the whole class, staying distant from the students. he rarely went from table to table to check students’ work. leo, on the other hand, had a crowded classroom. he rarely sat behind the desk. he was always walking around the classroom, checking on the student´s work and talking to them. types of communication strategies used as table 1 shows, of the total of communication strategies used by both groups, 25% were language switch; 17% clarification request; 12% comprehension check; 12% asking confirmation; 10% translation; 9% repetition; 5% paraphrase; 4% code-based confirmation check; 3% other reformulation; 2% meaning replacement; and 1% mime. restructuring, generalization, and approximation were communication strategies never used by the participants. table 3. strategies used in group 1 and group 1 the use of communication strategies in the beginner efl classroom rodriguez & roux no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 120 considering the communication strategies used by each group, table 1 also shows that group 1, taught by pablo, used language switch (21%); comprehension check (16%); repetition (14%); asking confirmation (12%); paraphrase (10%); confirmation request (8%); meaning replacement (5%); other replacement (5%); translation (5%); code-based confirmation check (3%); and restructuring (1%). generalization, approximation and mime communication strategies were not used by group 1. group 2, taught by leo, on the other hand, used language switch (25%); clarification request (19%); asking confirmation (12%); translation (12%); comprehension check (11%); repetition (7%); codebased confirmation check (4%); other reformulation (3%); paraphrase (2%); meaning replacement (2%); mime (2%); and approximation (1%). group 2 did not use restructuring and generalization communication strategies. the following excerpt of one of the teacher-student interactions illustrates how the participants used language switch. in this case, pablo asked the student a punctuation related question: where does the comma go? the following statement was generated from the question asked: t: perfect, la coma donde va? antes o después? s: antes t: before, o sea aquí… s: del nice? t: t: antes del but… the above example shows how pablo switched from english to spanish, to ask a question, and to obtain the correct answer from the student. he first asked in spanish to obtain an answer from the student; then he replied providing the term in english. the student replied with another question in spanish and then the teacher provided the correct answer. the second communication strategy most frequently used by both groups was clarification request. the following segment of teacherstudent talk exemplifies how clarification request was used. the students had to do a workbook exercise and pablo was going over the answers with them. the use of communication strategies in the beginner efl classroom rodriguez & roux no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 121 t: cecilia, read number one… s:this lap top is more versatile … t: more what? s: more versatile mine t:yes, complete s: versatile mine t: than mine, hay que agregar el that después del comparativo, this laptop is more versatile than mine…ok? now brenda number two… s: your furniture is more nice than you neighbor´s furniture t: nicer s:nice, nice than you neighbor’s furniture t: nicer than s:nicer t: you say nice you say nice, nicer…nice! s: shopping online is easier than going to the store… t: correct, how do you say it? s: easier t: easier! as the extract above shows, pablo asked the students the question: more what? a student replied with the correct answer and he made the student repeat the correct answer. the following example of the use of clarification request was recorded in pablo’s class. this use of clarification requests was very common in simple and easy questions. t: many, cuando es contable s: qué? contable? t: one, two three the segment demonstrates how the teacher states something, and to ensure she understood, the student asks again receiving a more specific answer. the use of communication strategies in the beginner efl classroom rodriguez & roux no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 122 the following segment again exemplifies the use of the asking for confirmation strategy. this occurred in a context in which the teacher was asking the students something so that they would reply with the word they were going to be using in an exercise. t: bueno what word do you see in the three, qué palabra ven en las tres? what is the word that we are going to use in the three…. s: should… t:should…yes? we are going to use recommendations, recommendations... sorry with should, yes? here we are going to use should or shouldn’t… the teacher made the questions with the purpose of making the students understand the word should which they would be working with in the lesson. a student replied “should”, asking for leo’s confirmation. leo replied affirming that the answer provided was indeed correct. comprehension check was a strategy mostly used by teachers to verify that students had understood. the following fragment happened in a context in which students were doing a listening exercise. t: did you understand all the conversation? or only one part? did you understand all the conversation? yes? s: yes! t: it talks about clothing…yes s: teacher, how do you say dir dirty? t: dirty...d-i-r-t-y…dirty is that it is not clean, imagine is not eh…many black parts in a shirt…yes, that’s dirty yes it’s that is not clean yes? it’s the contrary word for clean… the extract above illustrates how leo asked the students questions to check their listening comprehension. according to the classroom interaction transcripts and the observation notes, the communication strategies were mostly employed by group 1 and group 2 when: they needed to know how to say a word they had doubts about the lesson the teacher asked them questions the use of communication strategies in the beginner efl classroom rodriguez & roux no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 123 when students needed to know how to say a word, they would usually ask the teacher in spanish. very rarely did they use english for that purpose. when students had doubts about the lesson, again, they would mostly ask the teacher their questions in their l1. the teacher would usually repeat the same sentence in english and then translate it to spanish so that the student would understand. teachers generally encouraged students to repeat the sentences in english to give them opportunities for practice. on the other hand, when students asked the teacher the meaning of a word, the teachers would not give the exact meaning of the word to the students. teachers would rather give them an example of how the word was used to encourage them to figure out the meaning. students used communication strategies most frequently when the teacher asked questions, either personal or related to the lesson. students immediately replied; however, in some occasions they replied in spanish. they replied with doubts, mispronouncing the word and even with a sentence that was not structured correctly. the teacher answered with the correct pronunciation of the word and the correct structure of the sentence, to serve as a model for the student. perceptions of teachers of the use of communication strategies in the efl classroom to examine the perceptions of the two teachers on the use of communication strategies in the classroom, an interview was held with each one of them. the teachers were also asked about the different communication strategies that they thought they could use when communicating with students. pablo reported that the communication strategies that he used in the classroom included providing students with alternative ways of expressing in english. he said he used paraphrasing and also positive and reinforcing comments to make students confident in their use of english. pablo reported that other strategies that he used in the classroom were: encouraging students to restructure their questions; and replying with complete sentences to the questions asked by the students. leo, on the other hand, reported that he used paraphrasing to check the students’ understanding of the meaning of words, and that he gave explanations of the meanings of words. both pablo and leo seemed to have declarative knowledge of communication strategies, and they did not seem to use them in their language teaching. in other words, their procedural knowledge was needed. also, neither of them used group-work in their classrooms so that students could use communication strategies among themselves. interaction was mostly teacher-fronted. the use of communication strategies in the beginner efl classroom rodriguez & roux no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 124 factors that influence the use of communication strategies there seemed to be many factors that influenced the use of communication strategies in the classroom. some factors appeared to have a negative influence and others, a positive influence. according to the observation notes, group 1 used the least number of strategies. students in group 1 did not have a seating arrangement; they were spread out in the classroom. as a consequence, students would only talk to the same small group of classmates close to them. they did not have opportunities to move around the classroom to interact with different classmates. another factor that did not encourage the use of communication strategies in group 1 was that the class did not seem to be interactive. observation notes indicate that students did not appear to be motivated to talk. when working in groups, students talked in spanish, using english only when pablo got close to them. students could have had more opportunities to practice or communicate in the classroom if pablo had provided them with challenging activities. students were always focused on their books in the three sessions observed. group 2 used more communication strategies. according to the observation notes students in this class sat closer. they had the opportunity to talk to each other and to leo, who was frequently walking around the classroom, asking questions related to the lesson and even personal questions, to encourage communication. in this group there was hardly a silent moment. leo was always interacting with the students. due to this, students were not afraid to ask any type of question or information. leo used a variety of activities that encouraged teacher-student interaction. however, student-student interaction rarely happened. conclusions the current research examined the use of communication strategies in the beginner efl classroom. to collect data, six class sessions with two different teachers were recorded and transcribed. transcriptions were coded using faerch and kasper’s (1983) taxonomy of communication strategies. results revealed that considering both groups, the communication strategies most frequently used were language switch, clarification request, comprehension check, and asking for confirmation. results by teacher, however, indicate that while in pablo’s class language switch, comprehension check and repetitions were the use of communication strategies in the beginner efl classroom rodriguez & roux no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 125 more frequently used. in leo’s class, language switch, clarification request, comprehension check, and asking for confirmation were the communication strategies most frequently used. however, both of these classes were teacher-fronted. the lack of use of other strategies was perhaps because teachers never used significant activities such as collaborative tasks or group work. group work can encourage the use of communication strategies. not having students interact with each other influenced the way communication strategies were used in both of the classrooms examined. the lack of interaction among students led to having only teacher-student and student-teacher interaction. most importantly, during interactions students did not make an effort to using the foreign language as a source when facing communication problems. they switched to spanish, which is the easiest way to keep communication flowing, but the less convenient way for language learning. results of the study indicate that students used their native language most of the class time. considering that it is hardly possible that they use english in their everyday life, teachers should make all efforts to help them use english in the classroom. other than the classroom, students do not have other places and opportunities to use the foreign language they are learning. teachers therefore, should be knowledgeable and capable of eliciting english use from students. dörnyei (1995) suggests that communication strategies need to be taught and he also suggests procedures for strategy training. dörnyei argues that teachers should raise students’ awareness, encourage them to take risks, and provide them with models and opportunities to use communication strategies. data from both, students and teachers in this study, indicate that neither the students nor the teachers were aware that they could use communication strategies to facilitate their teaching and learning. not using these strategies in the classroom makes it even less likely that they use them in real life situations to solve communicative disruptions and enhance interaction in the foreign language (doryei & scott, 1997; faerch & kasper, 1983a; tarone, 1980). recommendations the academic departments of language centers should provide new teachers with teacher training programs that include communication strategy use in the classroom. this would prepare efl teachers to help students solve communication problems even from the beginner level class and improve their fluency. students would get used to finding ways to solve their communication problems without turning to their first the use of communication strategies in the beginner efl classroom rodriguez & roux no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 126 language. academic departments should also give more attention to the composition of class groups. mixing students with different needs and interests (high-school, university and non-traditional students), makes it very difficult for teachers to plan lessons and materials. language center administration departments should plan language classes to hold a manageable number of students in order to give them more opportunities for interaction. language classes with 12 to 15 students give more chances for students to participate in pairs, small groups and whole-class interaction. also, classroom size should be considered by language center administrations. classrooms should be big enough for teachers and students to move around easily. language teachers should change seating arrangements frequently to get students to know each other better and to foster communication. by planning the seating arrangement in accordance with the activities and tasks to carry out for each language learning objective, teachers would facilitate communication among students. language teachers should also give variety to their classes by planning different kinds of activities for different purposes. activities should also focus on the development of different types of abilities and not only on textbook exercises. textbooks can be very useful for foreign language learning, but students also need other activities to be able to practice different real-life language competencies. teachers should also design and adapt more materials to the lesson that is being taught to attract their attention and facilitate their learning. teachers should also be encouraged to resort less to language switch and to use other communication strategies that are more favorable to language learning. this would help students find more ways to communicate with the teachers and other students instead of using language switch as the only way to overcome their communication difficulties. students, on the other hand, can improve their knowledge and their practice of communication strategies attending classes regularly. some of the classes in which data was collected for this study did not have most of the students present in the classroom. also, english should be required from them at all times in class. these issues should be considered in the class and school regulations. these recommendations are expected to improve language teaching and learning, and particularly to increase the use of communication strategies in the classroom, especially in the beginner levels. the active cooperation of language center departments, the use of communication strategies in the beginner efl classroom rodriguez & roux no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 127 teachers and students should contribute to a better language education that prepares learners for real-life situations. it is also expected that this study encourages other applied linguistics students to continue researching the teaching, learning and use of communication strategies in different contexts. references bongaerts, t., & 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(1989). communication strategies in l1 and l2: same or different? applied linguistics, 10, 253–268. dörnyei, z. (1995). on the teachability of communication strategies. tesol quarterly, 29, 55–85. færch, c., & kasper, g. (1983). on identifying communication strategies in interlanguage production. in c. færch & g. kasper (eds.), strategies in interlanguage communication (pp. 210–238). london: longman. kellerman, e. (1991). compensatory strategies in second language research: a critique, a revision, and some (non-) implications for the classroom. in r. phillipson, e. kellerman, l. selinker, m. sharwood smith, & m. swain (eds.), foreign/second language pedagogy research, (pp. 142-161). clevedon: multilingual matters. kellerman, e., ammerlaan, t., bongaerts, t., & poulisse, n. (1990). system and hierarchy in l2 compensatory strategies. in r. c. scarcella, e. s. andersen, & s. d. krashen (eds.), developing communicative competence in a second language, (pp. 163-178). new york: newbury house. poulisse, n. (1987). problems and solutions in the classification of compensatory strategies. second language research, 3, 141–153. rababah, g. (2002). taxonomies, data elicitation, methodology, and teachability issues. a review article. eric document 472 698. rababah, g. (2003). communication and linguistic problems facing arab learners of english. indian journal of applied linguistics, 29 (1), 127-42. rabab’ah, g. (2005). communication problems facing arab learners of english. journal of language and learning 3 (1), 194. the use of communication strategies in the beginner efl classroom rodriguez & roux no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 128 authors * carmen a. rodríguez cervantes has a b.a in applied linguistics from universidad autónoma de tamaulipas, méxico. * ruth roux holds a ph.d in second language acquisition / instructional technology from the university of south florida. she teaches in the b.a in applied linguistics at universidad autónoma de tamaulipas. her research interests include language, education and culture. email: rrouxr@uat.edu.mx the use of communication strategies in the beginner efl classroom no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) gist2014finalfinal.indd 137 borderlands epistemologies and the transnational experience1 fronteras epistemológicas y la experiencia transnacional mary a. petrón and barbara greybeck2* sam houston state university, usa abstract this reflective article is based on an ethnographic case study of five transnational teachers of english in mexico. these teachers had acquired english as children of mexican immigrants to the u.s. at the time of the study, they were living and teaching in their parents’ place of origin in rural mexico. the intent of the article is to examine how borderlands ways of knowing were reflected in their personal and professional lives. the transnational experiences of living in and between nation states appeared at the forefront of their cultural and linguistic practices. they spoke the languages of transnationalism in that they engaged in translanguaging and considered english to be part of their heritage, too. they strongly identified with other transnationals who had similar backgrounds, and as teachers of english, they transformed their classroom into authentic lessons on language and culture. their borderlands ways of knowing informed their linguistic identity and teaching practices. keywords: transnational teachers, borderlands, heritage language, translanguaging resumen este artículo de reflexión se basa en un estudio etnográfico de cinco maestras transnacionales de inglés en méxico. estas maestras aprendieron el inglés como hijas de inmigrantes mexicanos en estados unidos. en el momento en que se realizó el estudio, ellas vivían y enseñaban en el lugar de origen de sus padres, el cual está localizado en zonas rurales de méxico. el propósito del artículo es examinar las maneras de conocer como las fronteras epistemológicas se reflejaban en su vida personal y profesional. las experiencias transnacionales de vivir en y entre dos naciones aparecieron en la vanguardia de sus prácticas culturales y lingüísticas. asimismo, estas maestras hablaban las lenguas 1 received: january 15, 2014 / accepted: april 21, 2014 2 map042@shsu.edu, bjg018@shsu.edu gist education and learning research journal. issn 1692-5777. no. 8, (january june) 2014. pp. 137-155. analyzing bilingual teaching and learning no. 8 (january june 2014) no. 8 (january june 2014) 138 del transnacionalismo empleando el translanguaging y consideraban el inglés como parte de su herencia cultural. se identificaron plenamente con otros transnacionales con antecedentes similares y como maestras de inglés transformaron su aula en autenticas lecciones de lenguaje y cultura. así, las maneras de conocer sus fronteras epistemológicas revelaron su identidad y práctica docente. palabras claves: maestros transnacionales, zonas fronterizas, lengua de herencia, translanguaging resumo este artigo de reflexão se baseia em um estudo etnográfico de cinco professoras transnacionais de inglês no méxico. estas professoras aprenderam o inglês como filhas de imigrantes mexicanos nos estados unidos. no momento em que se realizou o estudo, elas viviam e ensinavam no lugar de origem dos seus pais, o qual está localizado em zonas rurais de méxico. o propósito do artigo é examinar as maneiras de conhecer como as fronteiras epistemológicas se refletiam na sua vida pessoal e profissional. as experiências transnacionais de morar entre duas nações, apareceram na vanguarda de suas práticas culturais e linguísticas. da mesma forma, estas professoras falavam as línguas do transnacionalismo empregando o translanguaging e consideravam o inglês como parte da sua herança cultural. identificaram-se plenamente com outros transnacionais com antecedentes similares, e como professoras de inglês transformaram sua aula em autênticas lições de linguagem e cultura. assim, as maneiras de conhecer suas fronteiras epistemológicas revelaram sua identidade e prática docente. palavras chave: professores transnacionais, zonas fronteiriças, língua de herança, translanguaging introduction the migratory movement of people across the u.s.-mexico border is and has always been bi-directional (wyman, 1993). scholars have recently begun to present a more accurate portrayal of this ebb and flow, a picture that includes attention to “transmigrants” who live within a “transnational social space” (pries, 2001). using a framework of borderlands epistemologies, this paper examines the translanguaging practices (garcia, 2009; garcía & leiva, 2013; sayer, 2013) and transnational identities of english teachers in mexico who acquired english in the u.s. as the children of immigrants. garcia (2009) defines translanguaging as the “multiple discursive practices in which bilinguals engage in order to make sense of their bilingual worlds” (p. 45). these participants forged a path which straddled borders, as lidia, borderlands epistemologies petrón & greybeck no. 8 (january june 2014) no. 8 (january june 2014) 139 one of the participants of this study stated, “i guess i am not just from here or there, i’m both from here and there.” in this paper, we address the following question: how are borderlands ways of knowing reflected in the identities and language practices of transnational teachers of english in mexico? our intent is to describe their use of non-dominant language forms in the context of mexico, which resulted from their transnational heritage: translanguaging and english. literature review transnationalism frequent, regular contact between transnationals and their ancestral country is at the heart of what portes, guarnizo, and landolt (1999) have defined as “core transnationalism.” core transnationalism exists when interaction occurs on a regular, patterned basis, and thus forms an integral part of participants’ lives. the participants described here are part of family networks who engage in core transnationalism. their families essentially have a home base in the u.s. and in mexico, with members of the immediate family in both, and with regular visits back and forth. warriner (2007) recognizes that the extent to which transnationalism is possible depends upon several factors, including legal status. the type of core transnationalism these participants engaged in is possible because they and most of their immediate family members obtained u.s. residency or were born in the u.s. all had mexican citizenship as well. much of the literature on transnationalism has arisen within the context of the u.s., focusing on ways in which immigrants and their children maintain transnational ties and practices with their country of origin (levitt & waters 2002; ramírez & félix, 2010-2011; smith, 2002; waldinger, 2013, waldinger, popkin & magaña, 2007; warriner, 2007). bhatt and roberts (2012) asserted that it is critical to research transnationalism from the perspective of the sending countries because “we have yet to arrive at a complete understanding of the ramifications of return migration on areas of origin” (p. 178). accordingly, this study involved second-generation descendants of immigrants to the u.s. who returned to mexico and were employed as teachers of english. research on immigrants returning to their homeland is relatively scant (portes, 2009). with respect to the field of education, researchers have studied the language practices and educational experiences of these individuals. smith (2006), for example, highlighted linguistic borderlands epistemologies petrón & greybeck no. 8 (january june 2014) no. 8 (january june 2014) 140 issues in mexico related to the teaching of the bilingual children of immigrants returning from the u.s. researchers have also explored transnational educational issues and the perceptions of schooling of transnationals living in mexico who had attended schools in both countries (sánchez garcía, 2007; tuirán 2001; weller 1999; zúñiga 2001; zúñiga & hamann, 2006; zúñiga, hamann & sánchez garcía, 2008). our research examines the language practices of transnational teachers of english as a representation of their borderlands ways of knowing within the context of mexico. these ways of knowing have been researched by chicano scholars in the u.s. within a framework of borderlands epistemologies (del castillo & valenzuela arce, 2004; elenes, 1997; gonzález, 2001; murillo, 1999; smith & murillo, 2013). borderlands epistemologies borderlands represent more than the area surrounding the physical dividing line between two nation-states. according to ernst-slavit (2000), “borderlands are those unintentional, multicultural spaces where cultures meet, where those living on the edges discover similar shared beliefs and rituals and are able to construct new ones” (p. 251). borderlands, as a discourse and the ways of knowing of people who live between different worlds, has been embraced by some chicana/o researchers in fields ranging from literary criticism to critical ethnography (brochin ceballos, 2012; del castillo & valenzuela, 2004; foley & villenas, 2002; jackson, 2006; necochea & cline, 2005; smith & murillo, 2013). scholars working within the borderlands perspective reject the dichotomous division between nation-states. as murrillo (1999) asserted, “the modern concept of community, based on the nation-state, common language, and experience has long become incapable to gain an understanding of the fragmented and often paradoxical identities that are negotiated between worlds” (p. 16). transnationals often demonstrate their borderland ways of knowing through their language practices. sánchez (2007) wrote that transnationals, “are afforded an entirely different host of socio-cultural resources from which to draw, including but not limited to the ways they speak, construct identity and develop their worldviews” (p. 279). the participants of this study referred to their translanguaging (garcía, 2009) as spanglish. garcía (2011) stated that translanguaging “is a product of border thinking, of knowledge that is autochthonous and conceived from a bilingual, not monolingual position” (p. 389). spanish monolinguals and individuals who have learned english as a foreign language in mexico refer to this phenomenon as hablar borderlands epistemologies petrón & greybeck no. 8 (january june 2014) no. 8 (january june 2014) 141 mocho or hablar pocho (to speak americanized spanish). spanglish has negative connotations in both the u.s. and mexico (otheguy & stern, 2010; rodríguez-gonzález & parafitacouto, 2012). otheguy and stern (2010) assert that the term serves to disparage what is actually spanish in the u.s. the notion of translanguaging (garcía, 2009, 2011; garcía & leiva, 2013) is a more accurate characterization. however, the term spanglish is used in this article when it represents the actual words of the participants. methodology research design qualitative analysis was used to address the following question: how are borderlands ways of knowing reflected in the identities and translanguaging practices of transnational teachers of english in mexico? the data examined is part of a larger ethnographic case study of transnational teachers of english in mexico (petrón, 2009). as stated previously, our focus here is on the language forms that are not dominant in mexico: translanguaging and english. context/participants five women were selected through purposeful sampling to identify information-rich cases for in-depth study (patton, 2001). transnational teachers were not difficult to distinguish from those teachers who learned english as a foreign language. transnationals tended to speak english at training workshops and congregate together. the participants were chosen based on number of years in the u.s. schools, continuing immediate family connections in the u.s., and employment in the programa de inglés en primaria (english in primary school program) in their parents’ area of origin. all five women had siblings and/or parents living in the u.s. in essentially a second home base. their parents were from the marginalized working class in rural nuevo leon and consequently had little or no access to formal education. their parents were driven by economic circumstances to emigrate to the u.s., and all of the participants acquired their english as children in the u.s. pseudonyms are used for the participants and the towns, villages or ranchos where the study took place. nora was born in the u.s. and attended school there from kindergarten through the eighth grade. she returned to mexico when borderlands epistemologies petrón & greybeck no. 8 (january june 2014) no. 8 (january june 2014) 142 her parents retired. her siblings remained in the u.s. she was unable to get her u.s. transcripts validated by mexican education officials. as a result, she completed primaria, secundaria and preparatoria through public and private adult education and testing programs in mexico, and completed a three-year degree at a private secretarial school. nora had been living in mexico full-time for approximately seventeen years. she had not wanted to return to mexico, but she did so in order to care for her parents. carely attended school from first through fifth grade in the u.s. and sixth grade through prepa in mexico. she was studying for a degree in education at the time of this study. her intention was eventually to become a bilingual education teacher in the u.s. carely had been living in mexico for the previous ten years; she had returned to mexico at the request of her grandparents. her mother and sister lived in the u.s. at the time of the study. elvira had extensive visits to the u.s. beginning at age five when her parents received amnesty under the immigration reform and control act of 1987. her parents entire work history had been in the u.s.; she and each her siblings had been left in the care of their grandparents as infants. she completed first grade through junior high school in mexico and then attended three years of high school in texas. she returned to mexico after graduating from high school by her own choice. most of her siblings lived in the u.s. and her parents spent half of the year there. lidia attended preschool and kindergarten in the u.s. and first and second grade in mexico. third through sixth grade were completed in the u.s. before returning to mexico for two years of junior high. finally, she attended high school and one year of community college in the u.s. at the time of this study, lidia had been living in mexico for approximately two years by choice. laura attended kindergarten through fourth grade in the u.s., and fifth through prepa plus one year of secretarial school in mexico. she and her husband had lived and worked in the u.s. periodically for the previous ten years. they went to the u.s. to work whenever they wanted to save money. her parents and one of her siblings lived in the u.s. at the time of the study, laura had been living in mexico full-time for approximately one year because her husband preferred to live in mexico. borderlands epistemologies petrón & greybeck no. 8 (january june 2014) no. 8 (january june 2014) 143 data collection instruments phenomenological interviews were conducted in accordance with the three-step process outlined by seidman (2012), in order to obtain a first person description of a given experience (pollio, henley & thompson, 2006). participant observation took place in the homes and classrooms of the transnational teachers, and detailed field notes (emerson, fretz & shaw, 2011) were recorded during these observations. written artifacts such as school records were collected and analyzed. interactions with mexican education officials were also recorded. data analysis and interpretation the process of analyzing the data was on-going and recursive throughout the data collection phase in the field and beyond. a constant comparative method (bogdan & biklen, 2011) of thematic analysis was used by coding and bracketing interview transcripts and field notes based on an emic perspective rather than pre-existing codes. the words and actions of the participants themselves suggested the codes. our interest in transnational issues stems from our experiences with conducting research and teaching in mexico and on the u.s.-mexico border. consequently, our experiences contribute to the lens with which we viewed the data. results english as a heritage language none of the participants spoke a dialect of english that would be considered prestigious. carely, nora and laura spoke what is frequently called chicano english (fought, 2002). lidia spoke an extremely strong chicago or inland north dialect of english (labov, ash & boberg, 2006). elvira spoke a variety of southern american english (labov, ash & boberg, 2006). these individuals displayed a high degree of oral proficiency and had no difficulty understanding the english spoken in the television programs they watched on a regular basis. they frequently read english books and magazines acquired in the u.s. their writing in english in their role as teachers was competent at the sentence and paragraph level. most were observed correcting the academic writing of their supervisors and other education professionals who had learned english as a foreign language in mexico. as nora stated when referring to a passage from an english manual being compiled at borderlands epistemologies petrón & greybeck no. 8 (january june 2014) no. 8 (january june 2014) 144 one of her schools, “this doesn’t make any sense in english. you have to translate it into spanish to be able to understand it.” the term heritage language seems odd at first, especially when one thinks of english as a heritage language in mexico. however, the research on transnationalism is generally framed within the context of the u.s. and involves ties with the immigrant country of origin. in a similar fashion, heritage language research is conducted in the u.s. where english is the dominant societal language. other languages in this context like spanish are seen as heritage languages. considering the definition given by kelleher (2010) that “heritage language is used to identify a languages other than the dominant language (or languages) in a given societal context,” english would fit this definition in the context of mexico. for these participants, english was a language spoken by their cousins, their aunts and uncles, their nieces and nephews, and even their own siblings. in some cases, english was their first language (nora) or both languages were acquired simultaneously (laura and lidia). in all cases, they themselves defined english as part of their heritage. the participants’ knowledge of both u.s. english and culture was far superior to that of the professionals who spoke english as a foreign language in this area of mexico. in this study, english is the heritage language of these individuals in much the same way as spanish is the heritage language of a latino in the u.s. whose parents and grandparents speak spanish. english was the heritage language of these participants in mexico because it was acquired, learned and was continually used as a result of their transnational heritage. the social environment of mexico and the accompanying attitudes towards english in which these transnational participants were living was very different from that of spanish heritage language individuals, particularly those of mexican origin, in the united states. english has become of major importance even in these rural areas. the hegemony of english, particularly u.s. varieties, in mexico today cannot be disputed. at the time of this study, there was a general sense that english was no longer a luxury, but rather a necessity in today’s world. education officials in this study frequently talked about this necessity generically as globalización. however, the participants of this study were affected by the social, cultural and economic processes of globalization long before the word became fashionable. in mexico, there has been a proliferation of bilingual and immersion institutes. although once limited to major metropolitan areas, there are now private bilingual and immersion institutes in borderlands epistemologies petrón & greybeck no. 8 (january june 2014) no. 8 (january june 2014) 145 smaller cities in more rural areas. the push towards english within the realm of public education has also increased, albeit more slowly. access to english instruction within nuevo leon still tends to be strongly related to social class, with more affluent mexicans paying dearly in an attempt to ensure that their children acquire the language. for the affluent, english is a tool to maintain their status and economic advantage, representing links to international business and advanced degrees from u.s. universities. in contrast, for these participants english proficiency was a consequence, not of affluence, but rather of their parents’ being forced by economic conditions to leave mexico. these were the daughters of field laborers, mechanics, a carpenter, and a bartender, and they had acquired english through their transnational heritage. carely was clearly aware of this contradiction: “es curioso, pero es que los de arriba quieren el inglés que nosotros, los de abajo ya tenemos.” (it’s strange, but it’s that those from above want the english that we, those from below, already have.) these transnational teachers were recognized by their supervisors and education officials as native speakers of american english. their command of english was never called into question. in contrast to many spanish heritage language speakers in the u.s., these transnational individuals did not evaluate their english proficiency in a negative way. they all believed that they knew english well. they tended to see themselves as their superiors saw them, as native speakers. it was probably not difficult for them to maintain a positive outlook about their english proficiency since they were constantly told that their english was bonito (pretty). they were frequently called upon to translate instruction manuals for individuals who had purchased items in the u.s., and their supervisors often asked them to revise curriculum materials in english. clearly, conditions in the social environment at that time were favorable for the maintenance and continuing development of these individuals’ heritage language. these transnationals were well aware that they possessed something of great value. at the time of this study, none of these individuals had a college degree nor was a normalista (graduate of teacher training school). however, they had all been able to parlay their linguistic talents into relatively well-paying teaching positions in rural areas where steady jobs were difficult to come by. furthermore, they earned more money and received more respect than their education levels and the class origin of their parents would normally dictate in mexico. as an example, laura, who graduated from prepa (high school) and completed only one year of business secretarial school in mexico, borderlands epistemologies petrón & greybeck no. 8 (january june 2014) no. 8 (january june 2014) 146 never had difficulty finding work via her english in montemayor. she was employed as a translator for a u.s. based citrus company, as the owner and instructor of her own english school for young children, as a teacher in the private and public sector, and as coordinator of english instruction at a private school. carely, too, found work as a private english tutor while still a student at prepa. similarly, lidia was offered a job to simply speak in english to the preschool children of a wealthy landowner in turco while she was still in secundaria. translanguaging translanguaging was used predominately among the participants whenever relatives were visiting from the u.s. or they were with other transnationals. for example, nora would frequently say, “estás ready” to her daughter. among some of the participants, there tended to be good-natured joking about language in general. for example, nora took great delight in recounting her daughter’s development in translanguaging. exchanges such as the following were common in nora’s home. this one occurred as nora was scolding her three-yearold daughter. nora: eva, get over here or i’m going to smack you. eva: ay amá, no me esmaquees. (oh, mom, don’t smack me.) nora: did you hear that? she does that all the time, makes up words like that. i’m not talking about the ones she hears my brothers use like wátchale (watch out). lidia had strong ideas on the role of translanguaging in her own identity, “i know spanish and i know english, but i like speaking spanglish best of all… anyways, all three are part of me and i want my kids to have that too.” although the participants engaged in translanguaging, they often saw it as a bad habit. monoglot standards (silverstein, 1996) prevail on both sides of the border. such standards serve to limit the linguistic resources of bilinguals during language production because they must “perform two ‘codes’ in additive ways, according to ‘standards’ created by powerful agencies such as schools, or nations” (garcia & leiva, 2013, p. 208). the participants were very aware that translanguaging was stigmatized in mexico. several education officials or supervisors criticized transnationals, calling them maestros mexicano americanos (mexican american teachers) and claiming they used too much spanish borderlands epistemologies petrón & greybeck no. 8 (january june 2014) no. 8 (january june 2014) 147 in the classroom. however, when observational data in field notes was compared, non-transnational teachers spoke about the same amount of spanish in classrooms as transnationals. the difference seemed to be in the interchange of spanish and english. non-transnational teachers tended to translate from english to spanish in a sentence by sentence or paragraph by paragraph manner, whereas transnationals were more likely to engage in intrasentencial code-switching. it must be noted, however, that the researchers spent significantly more time in the classrooms of transnational teachers than in those of non-transnational teachers. despite this negative atmosphere and their own ambivalent feelings, the transnational teachers often defended their translanguaging. this was apparent in several interactions between transnationals and non-transnationals, such as the excerpt that follows. lulu, a nontransnational teacher, was telling a story about a recent shopping trip to texas. nora was a focal participant of this study; nely is another transnational teacher of english. lulu: ay no, nunca voy a entender a los tejanos. mejor que usen nomás inglés porque lo del español, ay no. vi un letrero en una maquina que decía: “no se puede refundir dinero. gracias, el manager.” ¿qué es eso? (oh no, i am never going to understand tejanos. better that they use only english because their spanish, oh no. i saw a sign on a machine that said: “money cannot be recast. thank you, the manager.” what is that?) nora: what you mean what is it? it is a sign on a vending machine talking about money. make the connection, lulu, make the leap. i hate it when people criticize stuff like that. nely: basta, lulu. we never get a break. damned if we do, damned it we don’t. nora: yeah, lulu. y yo oigo a mis estudiantes y aun tus hijos diciendo cosas como, “estoy chateando” o “haz clic” pero esos no son pochismos porque la gente que los dicen no son pochos. pero nosotros, everything we say gets criticized. déjanos en paz. (and i hear my students and even your kids saying things like, “i’m chatting” or “click on the icon”, but those aren’t americanized spanish because the people that say them are not americanized mexicans. but us, everything we say gets criticized. leave us in peace.) several key issues were present in this excerpt. lulu’s criticism was directed toward the translanguaging of tejanos. yet, californiaraised nely and nora quickly defended them. nora immediately borderlands epistemologies petrón & greybeck no. 8 (january june 2014) no. 8 (january june 2014) 148 switched to a rapid-fire english and integrated specialized terms such as vending machine and slang expressions like, make the leap. lulu, who learned english as a foreign language, did not have access to such english. in this way, nora asserted her linguistic superiority over lulu. nely continued with her use of idioms: “we never get a break. damned if we do, damned if we don’t,” had the effect of barring lulu from participating in the conversation because lulu did not understand what nely was saying. nora continued the isolation of lulu by verifying that she did understand what nely was saying and suggesting that lulu should have been able to understand, but did not. nora then switched back into spanish and offered a critique of the class issues surrounding translanguaging in mexico. chatear and haz clic are considered acceptable words because they are frequently uttered by middle-class, computer savvy, educated mexican youth, such as lulu’s own children. however, as nora indicated pochismos used by those who live and work in the u.s. are not acceptable because these individuals are typically members of the working class, who are viewed as less mexicans by virtue of their transnational experiences. this attitude was exemplified by the fact that education officials often referred to transnational teachers as “maestros mexicano americanos.” many conversations took place in which transnationals demonstrated transnational solidarity and positive support for translanguaging, usually in opposition to criticism from non-transnationals. in other words, transnationals defended their borderlands ways of knowing. transnationals in the english language classroom in all of their classrooms, these transnational teachers integrated their knowledge of u.s. cultural practices throughout their lessons. they told stories about their school days in the u.s. and explained the pictures in the textbooks so that their students would understand them. some of the textbooks were reprints of english as a second language texts published for use in the u.s. with little accompanying background information. for example, in one text, there was a picture of a child carrying a school lunch tray. lidia explained the picture to her group of sixth graders. lidia: mira el dibujito del boy. tiene una bandeja con su food porque allá te dan de comer en la escuela al mediodía. allá los kids están en la school desde las eight in the morning hasta las three in the afternoon y por eso, they eat at school en vez de la casa y ¿ves el cartoncito ahí? it’s milk. porque todos los children tienen que tomar milk in school. (look at the picture of the boy. borderlands epistemologies petrón & greybeck no. 8 (january june 2014) no. 8 (january june 2014) 149 he has a tray with his food because over there they feed you in school at noon. over there, kids are in school from eight in the morning until three in the afternoon and that’s why, they eat at school instead of at home. and see the little carton there? it’s milk. because all the children have to drink milk in school.) as the above example illustrates, both cultural lessons and pedagogical code-switching were common in their classrooms. pedagogical code-switching (petrón, 2009) was different than the translanguaging that occurred within their transnational families. the rate of speech was slow and the english words were well-enunciated. furthermore, these teachers used english to reinforce the vocabulary the children were learning or had learned, and spanish to make sure the children understood the cultural information. they modified the vocabulary in the textbooks in accordance with their own experiences and language usage, for example, backpack replaced book bag and a shop became a store. non-transnational teachers did not appear to deviate from the content and vocabulary of the textbooks, nor did they offer cultural explanations. as mentioned previously, non-transnational teachers never engaged in translanguaging; they translated. in addition, all of these transnational teachers devoted considerably more attention to pronunciation in their english classrooms than non-transnational teachers. education officials in nuevo leon saw this as one of the benefits of having transnational teachers in the classroom. the emphasis on pronunciation was directly related to the experiences of these transnational teachers. they frequently mentioned the difficulties experienced by their relatives in the u.s. who had strong mexican accents. they asserted that americans did not want to listen to anyone who had a mexican accent. in contrast to non-transnational teachers, these transnational teachers were well aware which of their students had lived in the u.s. all noted that it was easy to identify such students. real english, as opposed to book english, were the terms they used to describe the english of their own transnational students. all spoke of their attempts to provide moral support to these students. these participants highlighted the difficulties involved in making the transition from schooling in the u.s. to schooling in mexico and did what they could to help their transnational students make this transition. in addition to providing moral support to their transnational students, the participants validated the language skills these students brought to the classroom. although these transnational teachers spoke borderlands epistemologies petrón & greybeck no. 8 (january june 2014) no. 8 (january june 2014) 150 slowly and enunciated clearly for the benefit of their learners who spoke english as a foreign language, they addressed rapid-fire comments in english to their transnational students, as is evidenced in the following pedagogical side sequence: carely: (speaking very slowly and gesturing to the whole class) open your books to page ten, page ten, open your books. (speaking rapidly to a transnational student) freddie, run next door and see if i can borrow some chalk from maestra berta. freddie: she ain’t there. i’ll ask maestra nancy. carely: whatever, just get me some chalk. carely stated that did not correct his use of ain’t because it was important that “freddie feel proud of his real english.” these teachers frequently encouraged their transnational students to keep up their english. most also lent them magazines or books and gave them alternative assignments. although their efforts were not systematic, they empathized with these students and made some attempt to address their needs. lidia even went so far as to demand additional materials for her transnational students because as she stated, “look at this book. how can i teach them with this? if you have lived just six months over there, you would know more than what’s in this book.” conclusions this research is unique in that it deals with transnationals who have returned to their parents’ place of origin, in this case, rural nuevo leon, mexico. much of the widely read research on transnationalism or heritage languages or translanguaging emanates from scholars studying these issues within the context of the u.s. however, what happens in the mexican context is just as significant as what happens in the u.s. context. our purpose was to examine how borderlands ways of knowing are reflected in the language practices of transnational teachers of english in mexico. the transnational experiences of living in and between nation states appeared at the forefront of the cultural and linguistic practices of these participants. they identified with other transnationals who had similar borderlands ways of knowing. the participants in this study spoke the languages of transnationalism. their english, although representing non-prestigious borderlands epistemologies petrón & greybeck no. 8 (january june 2014) no. 8 (january june 2014) 151 dialects in the u.s. was viewed positively on the mexican side of the border. they were recognized as competent native speakers of english. they saw english as part of their heritage as transnationals. at the same time, they often felt most comfortable with translanguaging and would defend this language practice from the criticism of non-transnationals. these individuals also brought their transnational experiences into the classroom. they taught vocabulary and cultural lessons based on their own background, not that of a textbook. in this way, they transformed the learning environment into real world lessons on language and culture. they made a distinction in the classroom between students with a transnational heritage and those without. they tended to try to validate the experiences and language development of the transnational children in their classrooms because they could more readily empathize with them. in sum, for these transnational teachers, their borderlands ways of knowing informed their linguistic identity and teaching practices. references bhatt, w. & roberts, b. r. 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(2008). alumnos transnacionales: escuelas mexicanas frente a la globalización. méxico, df: secretaría de educación pública. borderlands epistemologies petrón & greybeck no. 8 (january june 2014) no. 8 (january june 2014) 155 authors *mary a. petrón is an associate professor of bilingual and english as a second language education in the department of language, literacy and special populations at sam houston state university in huntsville, texas. she has experience teaching both english and spanish as a second language in the u.s. and abroad. she has worked in the field of second language teacher preparation and training in texas and mexico. her research interests include u.s.–mexico transnationalism and second language teacher education. *barbara greybeck is an associate professor of literacy education in the department of language, literacy and special populations at sam houston state university in huntsville, texas. she has extensive experience working with spanishspeaking children in k-12 education in the southwestern united states, and she has taught coursework in education at universities in california, the texas borderlands and in mexico. her research interests include biliteracy and the development of reading in a second language. borderlands epistemologies petrón & greybeck no. 8 (january june 2014) no. 8 (january june 2014) gist1-2007.indd 39 bilingüísmo: la lengua materna ante la globalización juan alberto blanco puentes abstract the present article recognizes the value of bilingualism as a tool to gain access to globalization as the new world order. three substantial concepts are involved: bilingualism as such, maternal language and globalization. they are substantial elements of a learning process that will allow us to enter and leave the great village, which the world is becoming. resumen el presente artículo se encarga de reconocer el valor del bilingüismo como herramienta para acceder a la globalización como nuevo orden mundial. los tres conceptos sustanciales del mismo: bilingüismo como tal, lengua materna y globalización son elementos sustanciales de un proceso de aprendizaje que nos habrá de permitir entrar y salir de la gran aldea, en la que se está convirtiendo el mundo. key words: access to globalization, teaching-learning, education and culture, computer science and bilingualism, new languages. palabras clave: acceso a la globalización, enseñanza-aprendizaje, educación y cultura, informática y bilingüismo, nuevos lenguajes. desde antes de ingresar en la historia recibimos como herencia toda una tradición para acceder al mundo. más adelante, empezamos a reescribir la historia y la cultura. el español, como lengua romance, se ha paseado incólume por los tiempos. desde siempre lo hemos 40 bilingüísmo: la lengua materna ante la globalización vitalizado, con la mejor variedad dialectal desde que el castellano se originó como resultado de la mezcla del latín con las lenguas residentes en españa. ayer, el mundo accedió a la modernidad. hoy, ingresamos al siglo xxi, la modernidad es un lejano recuerdo, que se confunde con modernización y modernismo; la postmodernidad es una mezcla de contemporaneidad y de “neovanguardias”, aunque es atrevido el término; un nuevo rasgo, más contemporáneo, vitaliza dicha postmodernidad: la globalización. conceptos (lingüísticos) iniciales hemos de reconocer tres conceptos fundamentales que nos guiarán a través de nuestra reflexión, y que nos decantarán las intenciones que rigen la lectura de estas líneas. el primero de ellos es, bilingüismo, en general entendido como: el uso de por lo menos dos lenguas por parte de un individuo o por un grupo de hablantes, como los habitantes de una región o nación concreta; y en particular, una persona bilingüe, es una persona que conoce y usa dos lenguas, y se hace referencia a que habla, lee y comprende dos lenguas igual de bien (bilingüe equilibrado), pero una persona bilingüe generalmente tiene un conocimiento mayor de una de las dos lenguas, por múltiples razones, entre ellas: utilizar cada lengua en diferentes situaciones, o para objetivos comunicativos diferentes (richards et al, 45). el siguiente concepto, lengua materna, se refiere (normalmente) a la primera lengua que se adquiere en el hogar; dicha lengua se puede relacionar con el concepto de lengua nativa, la que una persona adquiere en su infancia porque es la lengua que se habla en la familia y/o es la lengua del país en el que vive. con frecuencia la lengua nativa es la primera lengua que adquiere un niño, pero hay excepciones (242-43). hemos de reconocer la importancia de ser la primera lengua de acceso al mundo, como la primaria razón para que el aprendizaje de dicho sistema de signos (escritura como expresión gráfica de la lengua), facilite el acceso al mundo y al conocimiento. así mismo, es importante reconocer la fortaleza de la lengua materna, pues le da al individuo las herramientas -gramática, semántica, fonológica, semiótica, morfosintácticapara acceder a una segunda lengua, y otras más, dado el caso. para terminar de contextualizar nuestra reflexión, recogemos el concepto de globalización, para comprender sus significados, recojamos primero la expresión “la gran aldea mundial”, vemos como se recoge el término “aldea”, concepto primitivo que nos remite al pretérito de las organizaciones sociales, políticas y territoriales de los antiguos pobladores del mundo. con la modernidad el globo terráqueo se 41 fragmentó, como consecuencia matemática de la aplicabilidad de un cartesianismo sin fronteras. los límites de los estados y de las naciones están solamente en la cartografías de sus ideas. un mundo sin fronteras -ni ideológicas, políticas, sociales, culturales, económicas, lingüísticas, étnicas o religiosas-, como el lugar utópico para que las nuevas generaciones se (re)descubran con sus nuevos significados y con sus nuevas estéticas y semióticas, logrando con ello garantizar la libertad y el respeto de todos los individuos, componentes en constante movimiento dentro de un “burbuja” que encierra el nuevo mundo. reconocernos como híbridos (combinación étnica y cultural), nos convierte en una posibilidad para identificar las múltiples manifestaciones socio-culturales. desde finales de la edad media accedimos al aprendizaje del español como lengua materna, proceso que desde la infancia tiene un carácter imitativo. no puede haber dudas en que aprendemos nuestra lengua materna por imitación de las personas que nos rodean. la comunidad parlante impone de buenas a primeras un sistema cerrado y autosuficiente de signos verbales que el niño trata de imitar; y el proceso de imitación y ajuste a la norma social recorre varias etapas, con velocidad variable según las facultades miméticas individuales y según la presión mayor o menor que el medio familiar, primero, y social después, ejerce sobre cada niño (gili gaya, 11). a partir de entonces nos convertimos en criaturas del lenguaje, reconociéndonos como individuos pertenecientes a una comunidad determinada por su pensamiento, momento histórico en nuestro aprendizaje, pues ligamos lenguaje y pensamiento (relación binaria que nos proveerá de nuevos argumentos para acceder al mundo). hemos convertido lo que pensamos en expresiones lingüísticas, la lengua al servicio de las ideas. entonces la lengua/el lenguaje se correlacionan con el esfuerzo intelectual (miller, 184) que implica el aprendizaje del mundo; igualmente, nos complacemos cuando entablamos diálogo entre lenguaje y conocimiento, lenguaje y realidad y lenguaje, conocimiento y cultura (schaff, 141-265)1, pues de esta manera solidificamos el concepto aristotélico de que el hombre es un ser sociable por naturaleza. juan alberto blanco puentes 1 para complementar la relación entre lenguaje y realidad, es bueno establecer consonancia con el concepto de visión de mundo, pues “sólo con la ayuda de la lengua nos es posible captar el mundo, sus objetos, diferencias, propiedades y relaciones; y lo aprehendemos con una determinada lengua y de una determinada manera: cada lengua contiene una visión de mundo, una específica representación del mundo y su estructura, una ontología propia” (kutschera, 325). 42 sistema de apoyo de la adquisición del lenguaje (saal) cada vez que aprendemos una nueva lengua, lo hacemos siguiendo los patrones de aprendizaje utilizados cuando aprendimos nuestra lengua materna; en ese sentido, el sistema de apoyo de la adquisición del lenguaje (saal)2, permite usar nuestra experiencia para fácilmente acceder al segundo idioma. dicho sistema comprende cuatro etapas, que al superarse nos asegurarán la continuidad de la comunicación prelingüística a la lingüística, dichas etapas son: inicialmente, destacar: “para el interlocutor adulto se hace factible realzar aquellos rasgos del mundo que para el niño ya son destacados y que tienen una forma gramatical básica o simple” (bruner, 42), es decir, el adulto ayuda al aprendiz a entrar en el lenguaje cuando destaca los aspectos de la realidad que convergen entorno al principiante, y que para él se han acentuado a través de la observación de su entorno comunicativo; llegando a tal “sincronización” en la relación de interacción, entre los actuantes, logrando que el neófito vaya de su expresión conceptual a una apreciación de su representación lingüística relacionada con las distinciones, tanto en el habla como en la realidad, entre sucesos específicos y no específicos, entre estados y procesos, entre hechos “puntuales” y continuos y entre acciones causativas y no causativas. seguido de, sustituir: “estimulando y modelando sustitutos lexicográficos y fraseológicos para los recursos gesticulares y vocales necesarios para efectuar diversas funciones comunicativas” (43). es decir, que el adulto crea expresiones que suplen o reemplazan los gestos tanto del otro sujeto -el aprendiz-, como de sí mismo, en aras de comunicarse con los demás. es el deseo de comunicación con los otros, lo que inicia al sujeto en el camino hacia el lenguaje propio. destacándose la función “mágica” de la palabra, pues no sólo la gestualidad sustituye, también la palabra misma lo hace, remplaza el referente mencionado, lo evoca/lo invoca, e incluso lo hace presente. en tercer momento, jugar: “el formato de los juegos esta particularmente formado por “hechos” estipulados o constitutivos que son creados por el lenguaje y luego recreados en la demanda por medio del lenguaje” (44). es decir, el juego como espacio lúdico, es el 2 este sistema, en inglés, lass –language acquisition support system–, “enmarca o estructura la entrada de lenguaje e interacción en el mecanismo de adquisición del niño (del aprendiz), de modo que implique <>” (bruner, 22). el sistema al cual se refiere jerome bruner, y que interactúa con el lass o nuestro saal, es el lad –language acquisition device–, planteado por noam chomsky. bilingüísmo: la lengua materna ante la globalización 43 momento ideal para aprender a usar el lenguaje, puesto que existen juegos que están constituidos por el lenguaje y que sólo pueden existir donde el lenguaje está presente. el rol desempeñado por los agentes del juego, permite la interacción indiscriminada del sujeto, a partir del conocimiento propio de la lengua. de ahí que los papeles asignados en las situaciones conversacionales, no impidan el reconocimiento de las normas comunicativas. finalmente, generalizar: “una vez que la madre y el niño entran en formatos rutinarios se ponen en juego varios procesos psicológicos y lingüísticos que se generalizan de un formato a otro” (44), es decir, los formatos poseen elementos en común, lo cual hace posible, crear reglas de comportamiento y actuación que son susceptibles se utilizar en todo tipo de formato, sin que esto altere ni el desarrollo, ni el feliz término del formato tanto en su acción como el uso del lenguaje: el habla. es bueno recordar que un formato es una pauta de interacción estandarizada e inicialmente microcósmica entre dos o más sujetos, quienes utilizan los formatos como instrumentos que sirven para transmitir la cultura y su lenguaje; como ejemplo tenemos: el saludar, el pedir información, el dar instrucciones, entre otros. hemos de decir que la existencia del sistema de apoyo de la adquisición del lenguaje (saal), elabora la interacción entre los seres humanos, de forma tal que ayuda a dominar los usos del lenguaje a los que aspiran a usarlo. tal sistema es el que proporciona una disposición funcional que no sólo hace posible la adquisición del lenguaje, sino que hace que tal adquisición se desarrolle en el orden y con el ritmo con el que habitualmente se produce. se convierte el lenguaje en una forma sistemática de comunicarse con los demás, de afectar su conducta, de compartir la atención y de construir realidades a las cuales, nos adherimos de la misma forma que lo hacemos a los hechos de la naturaleza. entonces, el sistema de apoyo de la adquisición del lenguaje (saal), se activa, cada vez que iniciamos el aprendizaje de una nueva lengua; sólo que esta vez, el aprendiz cuenta con una gran cantidad de información lingüística desde su lengua materna; en tal sentido no debemos olvidar que las lenguas poseen elementos en común, además de su raíz lingüística, tales como el uso de un sistema de signos, el manejar categorías gramaticales, el modificarse acorde con las circunstancias histórico-culturales del individuo, entre otros; de igual forma, si bien existen particularidades lingüísticas, estas permiten la diferenciación entre ellas, como el caso de rasgos geográficos, especialmente. juan alberto blanco puentes 44 los nuevos rumbos que ha tomado el mundo, en pro de la globalización nos ha convertido en agentes necesitados del conocimiento que podemos adquirir de otras culturas por medio del lenguaje, en ese sentido se orienta la última parte de nuestra reflexión, que nos sitúa en el momento histórico que estamos llamados a convertir en nuestro. pues la globalización no elimina el concepto de región, sino que lo fortalece en la medida en que ha de convertirnos en sujetos activos de un proceso mundial, en el cual el lenguaje se vitaliza en la medida en que a través de él, podemos acceder a un sin fin de aspectos sociales. lengua materna, bilingüismo y globalización existe un concepto subyacente al subtítulo: cultura, en tal sentido nos atrevemos a considerar la cultura en tres momentos, desde la filosofía: “los griegos la denominaron paideia y los romanos humanitas, es decir, la educación del hombre en sí, el estudio de la poesía, la filosofía, la elocuencia, etc., que corresponde a lo que llamaban buenas artes, es decir aquello que diferencia al hombre del resto de los animales” … “en la edad media este concepto se amplió en el sentido de que, además del estudio de lo que llamó artes liberales (únicas dignas de los hombres libres), que comprendía el trivio (gramática, retórica, dialéctica) y el quatrivio (aritmética, geometría, astronomía, música)3, el individuo debía prepararse para la comprensión, la defensa, y hasta donde fuere posible, la demostración de las verdades religiosas” … “a partir del fenómeno de la ilustración, ser culto ya no significó poseer el conocimiento de las artes liberales, sino, hasta cierto punto, conocer las ciencias naturales, la matemática y la física, además de las disciplinas filosóficas e históricas” (martínez, 118-19). de otra parte, nos es pertinente el significado de cultura, “en el sentido de civilización, (término) utilizado…por sociólogos y antropólogos, para indicar el conjunto de formas de vida creados, aprendidos y transmitidos de una generación a otra entre los miembros de una sociedad” (119), que consecuentemente lleva a la civilización, “la forma más alta y madura de una cultura determinada” (spengler, citado por martínez, 119). sin olvidar que en un momento determinado del desarrollo de la humanidad, precisamente situados en el proyecto de la modernidad, vemos como el fracaso de dicha modernidad es sintomático del 3 la sumatoria del trivium y el quatrivium dio como resultado el septennium, grupo en el cual la religión estaba situada por fuera y por encima, como ciencia suprema, de las demás artes liberales a que se reducía la ciencia profana durante la edad media (barthes, 134). bilingüísmo: la lengua materna ante la globalización 45 malestar en la cultura (freud, 1988); quizás el paso más grande de unificación de las civilizaciones ha sido la declaración universal de los derechos humanos (ddhh), por parte de las naciones unidas (parís, 1948), pues muestra a las claras “que los seres humanos somos fundamentalmente semejantes, no sólo en lo tocante al parentesco biológico, sino también más allá, en cuanto a nuestra capacidad de producir símbolos, ideales y organización social, es cosa comúnmente admitida” (savater, 73). a partir del momento en el que nos damos a la tarea de conseguir el bienestar del mundo, con la búsqueda incesante del equilibro entre el hombre y la naturaleza; como comunidad, como sociedad, como agentes culturales hemos también de acceder a nuevos conceptos de mundo, de libertad, de tolerancia, de respeto; entonces, el lenguaje será el mecanismo que elimine “implícitamente” el concepto de uno y otro para ser nosotros. es el momento en el cual la lengua materna se fortalece a partir del aprendizaje de otra nueva lengua, el pasaporte para acceder a un proceso universal. el individuo inscrito en un nuevo orden accede a una cultura y a la asimila, a analiza, la estudia; es decir, la convierte en texto de lectura. la globalización es un momento histórico que requiere cambios en nuestra actitud hacia el mundo. de hecho, habrá quienes asuman una actitud reticente, pero quizás son más los que buscan vías para volver a tener aún presente que “todos los caminos conducen a roma”. sólo que el mundo se ha expandido, se ha convertido y revertido en sí mismo para adecuarse al proceso histórico que la globalización está fomentando. y que realmente no es nuevo, la idea de crear bloques de países, unidos por la economía, la política, la religión o la sociedad, tiene varios antecedentes históricos: un ejemplo, sería la idea de la gran colombia, establecida por simón bolívar, más adelante disuelta, pos cuestiones políticas; el grupo de naciones aliadas para dar término a la segunda guerra mundial y la división de alemania, que años después, con el advenimiento de la perestroika (1987), de mijail gorvachov, termina por derribar el muro de berlín -muro de la infamia-, y nace consecuentemente, la unión europea: con su propia moneda, su propio parlamento, y quizás, más adelante, su propia lengua. sin embargo, un eco en la historia nos recuerda que “el universo en el que los opuestos se reconcilian tiene una firme base para tal unificación; su provechosa destructividad” (marcuse, 96). confiamos plenamente en que el carácter lapidario de la frase de marcuse no lo sea tal, sino más bien el revulsivo que habrá de permitir la fusión de la gran diversidad de dimensiones humanas. juan alberto blanco puentes 46 y es la lengua el indicio más fuerte de que pertenecemos a una cultura determinada, hablamos español, o una de una de sus variaciones dialectales, hablamos inglés o una acepciones geográficas, y así sucesivamente con cada una de las posibilidades que el mundo nos ofrece. es más, el lenguaje es el mecanismo que permite la interdisciplinariedad en toda su magnitud, pues con el lenguaje se establecen vínculos entre las artes y las ciencias, entre las actividades humanas y sus representaciones, es decir, entre la cultura y sus textos, ya que, cuando se habla de cultura también estamos hablando de interpretación, de hermenéutica. de neohermeneútica, diremos con propiedad. por supuesto ha habido hermenéuticas instaurativas y hermenéuticas reductivas. unas que centran toda la interpretación a partir de un único modelo; otras que abren la interpretación desde espacios divergentes. la cultura, entonces, -en cuanto acto de lectura se mueve entre la “voluntad de escucha” y “una voluntad de sospecha” (vásquez, 73). y no por ello, “estamos, en otras palabras, condenados a improvisar. somos como actores que entran en el escenario sin tener ningún papel estudiado de antemano, ningún cuaderno con el argumento, ningún apuntador que nos pueda susurrar al oído lo que debemos hacer. tenemos que elegir por nuestra cuenta cómo queremos vivir” (gaarder, 562). la globalización no permite la improvisación, hemos de estar preparados para asumir el rol en el nuevo orden mundial, y es el momento en el que el ser bilingües, además de facilitarnos el acceso al mundo nos permiten acceder a otros lenguajes, pues las lenguas entre sí se unen gracias a mecanismos invisibles pero reales, tal es el caso de la internet como posibilidad globalizante del conocimiento comunicativo. la informática y su incesante desarrollo ha convertido al mundo en un libro de fácil acceso, en una especie de obra abierta, como diría umberto eco, un ejercicio de análisis que requiere de la acción convergente de nuevas estéticas, un mundo enteramente entregado a la interpretación, como si quisiera ser redescubierto, búsqueda incesante de nuevos significados y significantes que parten de nuevos referentes. darle orden al nuevo caos que se ha suscitado a través de la historia, será el interés primario de quienes están empezando a reorganizar el mundo. sin embargo, algo está carcomiendo a los muchos estudiosos. el desplazamiento que ha sufrido el libro por parte del texto virtual; los jóvenes ahora evitan recurrir a los libros, y se sumergen en la virtualidad. pues es una actividad de moda, acorde con los nuevos tiempos, es una forma de ser actuales y si la afirmación de que la internet ha globalizado el conocimiento, también ha de implicar la afirmación del libro como espacio visualizador del mundo. bilingüísmo: la lengua materna ante la globalización 47 recapitulación nunca hemos negado nuestro carácter bicultural, producto del encuentro de dos culturas, en 1492. y si la distancia a hoy es muy lejana, quizás la memoria lingüística sea la única capaz de situarnos en el momento en que el nuevo siglo ha comenzado. un nuevo momento en el que la humanidad se ha multiplicado en acepciones para lo bilingüe, lo bicultural, lo binacional, lo biétnico, lo biteológico, y una infinidad recurrente, que con el paso el tiempo ha de convertirnos en agentes de una “neopostmodernidad”, término atrevido para ingresar en la estética donde los discursos regionales se difuminan y establecen un nuevo camino de acceso a la gran aldea global. consecuentes con el momento trazado por la historia, hemos de convertir a la globalización, en algo más que un asunto de los estados o de los gobiernos, en un asunto personal que nos reconoce como actores de un proceso económico, étnico y cultural, que ha convertido al mundo en escenario, el lugar sin límites, donde las fronteras son ilusiones que van más allá de las ciudades invisibles de italo calvino, donde hemos de reconocernos como habitantes de un milenio caracterizado por la “levedad”, la “rapidez”, la “exactitud”, la “visibilidad”, la “multiplicidad” y la “congruencia” (calvino, 1989). sumado a lo anterior, el bilingüismo se ha de tomar como el proceso de adecuación de la lengua materna, y su uso -pragmáticaal desarrollo del mundo sin fronteras. un mundo que converge en el sujeto bilingüe, capaz de acceder a nuevas visiones de mundo. un momento en el cual el entendimiento de la humanidad se permite nuevos diálogos, nuevos actos comunicativos que trascienden el inclemente paso del tiempo. hoy el bilingüismo se ha convertido en una actitud que va más allá del letrado, va más allá de la instauración de una nueva nación, lleva a fundar una nueva gran tribu donde su resemantización, nos incita a ser consecuentes con el nuevo sistema orbital, con su propia realidad: la convivencia y la paz. referencias barthes, r. 1995. el placer del texto. méxico: siglo xxi, blanco p., j. 1994. la influencia del entorno socio-cultural en el desarrollo de la función de denominación en niños de preescolar. tesis de grado. bogotá: universidad distrital francisco josé de caldas. bruner, j. 1990. el habla del niño. barcelona: paidós. calvino, i. 1999. las ciudades invisibles. madrid: millenium. juan alberto blanco puentes 48 . 1989. seis propuestas para el próximo milenio. madrid: siruela. eco, u. 1992. obra abierta. barcelona: planeta-agostini. freud, s. 1988. el malestar en la cultura. madrid: alianza. gaarder, j. el mundo de sofía. bogotá: siruela/norma. gili gaya, s. 1972. estudios de lenguaje infantil. barcelona: biblograf. gorbachov, m. 1987. perestroika. bogotá: oveja negra. kutschera, f. 1979. filosofía del lenguaje. madrid: gredos. marcuse, h. 1984. el hombre unidimensional. barcelona: orbis. martínez echeverri, l. y martínez h. 1997. diccionario de filosofía. bogotá: panamericana. miller, g. a. 1985. lenguaje y habla. madrid: alianza. richards, j. c., platt j. y platt h.1997. diccionario de lingüística aplicada y enseñanza de lenguas. barcelona: ariel. vásquez rodríguez, f. 2002. la cultura como texto. bogotá: pontificia universidad javeriana. savater, f. 1994. sin contemplaciones. bogotá: ariel. schaff, a. 1964. lenguaje y conocimiento. méxico: grijalbo. juan alberto blanco puentes es escritor y ensayista. profesor de la universidad colegio mayor de cundinamarca y de única. editor de la revista cuadernos de literatura de la universidad javeriana. lector-evaluador de tesis de postgrado. magíster en literatura de la pontificia universidad javeriana y licenciado en lingüística y literatura de la universidad distrital francisco josé de caldas. correo electrónico: jabp7@hotmail.com bilingüísmo: la lengua materna ante la globalización 190 21st century skills and the english foreign language classroom: a call for more awareness in colombia1 habilidades del siglo xxi y el aula de inglés como lengua extranjera: un llamado para generar mayor conciencia en colombia yamith josé fandiño2* universidad de la salle abstract the 21st century demands the explicit integration of learning strategies, digital competences and career abilities. schools in general and efl classrooms in particular should provide students with practices and processes focused on acquiring and developing, among other things, creativity, critical thinking, collaboration, self-direction, and cross-cultural skills. in this regard, the partnership for 21st century skills (2007) argues for the explicit integration of learning and innovation skills, information, media and digital literacy skills, and life and career skills. despite its relevance, a basic review of colombian scholarly publications suggests that little has been done in order to infuse the efl class with some of these ideas. consequently, this paper seeks to inform and motivate colombian efl teachers to incorporate meaningful and intellectually stimulating alternatives that allow students not just to learn english, but more importantly to understand complex perspectives, use multiple media and technologies, and work creatively with others. key words: 21st century skills, new literacies, technology, english language teaching, english as a foreign language. 1 received: october 23, 2013, 2012 / accepted: may 14, 2013 2 email: yfandino@unisalle.edu.co gist education and learning research journal. issn 1692-5777. no. 7, november 2013. pp. 190-208 fandiño r ef le ct iv e a rt ic le s no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 191 resumen el siglo xxi exige la integración explícita de estrategias de aprendizaje, competencias digitales y habilidades profesionales. las escuelas en general y las aulas de inglés como lengua extranjera en particular deben proporcionar a los estudiantes prácticas y procesos centrados en la adquisición y el desarrollo de creatividad, pensamiento crítico, colaboración, auto-dirección, habilidades interculturales, entre otras cosas. en este sentido, la asociación para las habilidades del siglo xxi (2007) abogó por la integración explícita de habilidades de aprendizaje e innovación, habilidades de información, medios y tecnología y habilidades para la vida y la profesión. a pesar de su relevancia, una revisión básica de revistas académicas colombianas sugirió que poco se ha hecho para infundir algunas de estas ideas en la clase de inglés como lengua extranjera. en consecuencia, este artículo busca informar y motivar a los profesores de inglés colombianos para que incorporen alternativas significativas e intelectualmente estimulantes que les permitan a los estudiantes no solo aprender inglés sino particularmente comprender perspectivas complejas, hacer uso de múltiples medios y tecnologías y trabajar de forma creativa con los demás. palabras claves: habilidades del siglo xxi, nuevas alfabetizaciones, tecnología, enseñanza de la lengua inglesa, inglés como lengua extranjera. resumo o século xxi exige a integração explícita de estratégias de aprendizagem, competências digitais e habilidades profissionais. as escolas em geral e as aulas de inglês como língua estrangeira em particular devem proporcionar aos estudantes práticas e processos centrados na aquisição e o desenvolvimento de criatividade, pensamento crítico, colaboração, auto direção, habilidades interculturais, entre outras cosas. neste sentido, a associação para as habilidades do século xxi (2007) advogou pela integração explícita de habilidades de aprendizagem e inovação, habilidades de informação, meios e tecnologia e habilidades para a vida e a profissão. apesar da sua relevância, uma revisão básica de revistas acadêmicas colombianas sugeriu que pouco se fez para infundir algumas destas ideias na aula de inglês como língua estrangeira. em consequência, este artigo busca informar e motivar os professores colombianos de inglês para que incorporem alternativas significativas e intelectualmente estimulantes que lhes permitam aos estudantes não só aprender inglês senão particularmente compreender perspectivas complexas, fazer uso de múltiplos meios e tecnologias e trabalhar de forma criativa com os outros. palavras chave: habilidades do século xxi, novas alfabetizações, tecnologia, ensino da língua inglesa, inglês como língua estrangeira. fandiño no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 192 there is a new argument taking centre stage. it is no longer the usual debate over standards and structures but instead a discussion about how young people best learn in the 21st century, and how we can make schools (and those who work in them) catalysts for vibrant engagement, not simply achievement. by looking at how young people choose to learn, what motivation and love of learning mean in the context of school, and how we can give more emphasis to student engagement and voice, there is an almost inevitable sharpening of focus upon what goes on in and out of the classroom (paul hamlyn foundation, 2008, p. 3). introduction undoubtedly, our world and our lives are increasingly globalized and digitized (brown, lauder & ashton, 2008). such globalization and digitization, explained varis (2007), have consequences and demands on people’s working and educational life. not only is there a growing awareness of the need for promoting the role of information and communication technology (ict) in different fields of the working life, but there is also rising concern over the effective use of educational approaches on how to become literate in today’s knowledge society. for varis (2007), governments and schools should focus on removing barriers to access and connectivity, supporting professional development, accelerating e-learning innovation, promoting digital literacy, and implementing lifelong learning. in a similar vein, lotherington and jenson (2011) state that globalization and digitization have reshaped the communication landscape, affecting how and with whom we communicate, and deeply altering the terrain of language and literacy education. on the other hand, english foreign language (efl) students tend to have varied backgrounds, a multiplicity of achievement levels, and diverse learning styles, which impact their ability to learn and use the foreign language (ananiadou & claro, 2009). at the same time, these learners are not simply interested in achieving a high command of the different language skills needed in social situations, they are also 21st century skills fandiño no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 193 concerned with the acquisition of the formal academic skills demanded in university3. similarly, the languages and literatures department of st. john’s university (2013) states that in an increasingly interdependent world success depends greatly on the ability of individuals to function as successful members of a global village whose members speak a variety of languages. therefore, the efl classroom needs to move away from traditional methods focused on language mastery in order to start incorporating new approaches aimed at integrating content, culture, technology, and lifelong skills (taylor, 2009). it goes without saying that today’s efl classroom should be different from that of the mid-to-late twentieth century. shoffner, de oliveira and angus (2010) maintain that today’s english classroom requires an extended understanding and enactment of literacy. rather than an all-inclusive single literacy, english teachers must accept the changing and flexible nature of literacies that address areas as diverse as technology, multimedia, relationships and culture. these areas, in turn, require the english classroom to be a space capable of addressing the increasing multiplicity and integration of different modes of meaningmaking, where the textual relates to the visual, the audio, the spatial, and the behavioral. one possible way to answer to the new interests and demands of our learners and our society is the explicit, but critical work with what experts have called the 21st century skills. 21st century skills according to ledward and hirata (2011), 21st century skills are a blend of content knowledge, specific skills, expertise, and literacies necessary to succeed in work and life. ledward and hirata point out that these skills are more than technological literacy and include proficiency in critical thinking, problem solving, communication, and team work. ultimately, these skills allow people to thrive in the new economy since they help people a) access, synthesize, and communicate information; b) work collaboratively across differences to solve complex problems; and c) create new knowledge through the innovative use of multiple technologies. 21st century skills fandiño 3 in the context of bilingual education, cummins (2008) distinguished between the development of basic interpersonal communicative skills (bics) needed to acquire conversational fluency and the achievement of cognitive academic language proficiency (calp) necessary to use language in decontextualized intellectual situations. no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 194 the partnership for 21st century skills (2007b) maintains that while today’s schools show the influence of industrial and information age models, the modern 21st century school must bring together rigorous content and real world relevance, by focusing on cognitive skills as well as those in affective and aesthetic domains. to help schools achieve such challenging goals, the partnership (2007a) have created a framework for 21st century learning, which consists of core subjects (english, reading, language arts, world languages, arts, mathematics, economics, science, geography, history, and government and civics) as well as interdisciplinary themes (global awareness, financial, economic, business, entrepreneurial literacy, civil literacy, health literacy, and environmental literacy). these subjects and themes center on three core skills: life and career skills, learning and innovation skills, and information, media, and technology skills. according to trilling and fadel (2009), each of the three core skills addresses particular areas people need to acquire and develop. life and career, for instance, describe the ability to be flexible, adaptable, selfdirected, socially aware, accountable and responsible. for their part, learning and innovation include the ability to be creative and innovative, critical, problem-solving, communicative and collaborative. finally, information, media and technology consist in the ability to access and use information, to create and analyze media products, and to apply technology effectively. once studied and incorporated into curriculum, instruction, and assessment, these skills can help schools and teachers set up learning environments capable of developing the essential abilities needed in the 21st century (lai & viering, 2012). in order to structure the analysis of 21st century skills, several conceptual models have been created. one of those models is the one proposed by the north central regional educational laboratory and the metiri group (lemke, 2002). lemke (2003) explains that this model provides a framework to define what students need to thrive in today’s digital age. the framework identifies four general skills through four dimensions: digital-age literacy, inventive thinking, effective communication and high productivity. the first dimension involves being able to use digital technology and communication tools to create, manage, and evaluate information in order to function in a knowledge society. inventive thinking has to do with people’s cognitive abilities to apply information technologies in complex and sustained situations and to understand the consequence of doing so. the third dimension includes the ability to clearly communicate with others either orally or in writing using a wide range of media and technology. finally, high productivity covers abilities to prioritize, plan and manage for relevant and high quality products and results. see table below. 21st century skills fandiño no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 195 table 1. the engauge dimensions of 21st century learning digital age literacy inventive thinking basic, scientific and adaptability technological literacy managing complexity visual and information literacy and self-direction cultural literacy and global awareness curiosity, creativity and risk-taking higher-order thinking and sound reasoning effective communication high productivity teaming, collaboration and prioritizing, planning interpersonal skills and managing for results person, social and civic responsibility effective use of real-world tools interactive communication ability to produce relevant, high-quality products in 2010, cisco systems, intel corporation, and microsoft corporation sponsored the initiative “assessment and teaching of 21st century kkills (atc21s).” this initiative created a model that defined ten universally accepted 21st century skills into four broad categories of competencies. these skills, assert atc21s, can help schools and school systems to prepare students for success in the workplace and as global citizens. see table 2. table 2. overall conceptual 21st century skills model according to atc21s 21st century skills fandiño broad competencies universal skills ways of thinking creativity and innovation critical thinking, problem solving, decision making learning to learn, metacognition ways of working communication collaboration and teamwork tools for working information literacy research of sources, evidence, biases ict literacy living in the world local and global citizenship life and career personal and social responsibility cultural awareness and competence no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 196 overall, frameworks for 21st century skills tend to be largely consistent with each other. they all agree on the fact that the abilities individuals should have for life, career, citizenship, and self-actualization in the 21st century are different from those needed in the 20th century. these differences have basically emerged from the changes in the ways we communicate, use technology, produce knowledge, and interact with others. these changes demand students, workers, citizens, and individuals equipped with a new set of competences that allows them to act, think, and network successfully. despite its significance, schools and teachers need to be cautious when redefining and transforming their practices and processes based on the 21st century skills movement. there are certain aspects of this movement that institutions and educators need to consider carefully. 21st century skills: some criticism undoubtedly, recent social and economic changes have had a great impact on education and learning. in this regard, wyn (2009) states that not only does the pace of change demand new skills to be learned more frequently, but also the amount of contemporary technology requires new interactions to be adopted both in personal life and work settings. to her, these new needs mean that individuals must be able to regularly develop varied abilities and take up unprecedented work options in order to survive. consequently, according to wyn, researchers, policymakers, teachers and other stakeholders need to reflect on the skills and attitudes that people need in order to participate effectively in work and society, and the role of schools and educators in nurturing those abilities and dispositions. at first sight, it seems reasonable to assume that education, teaching and learning need to be able to satisfy the needs and interests that people have as a result of new work and technological demands. however, there are aspects of such discourse that need to be carefully considered. in this regard, van dijk (2001) argues for the relevance of studying how power, domination and social order are imposed, reproduced, and controlled through discourse. to him, education tends to enact institutional and professional practices associated with power abuse and discursive reproduction; in particular, such abuse and reproduction are present when particular topics, actions and rules are standardized and formalized according to the interests and needs of a specific set of actors. in a similar vein, rogers (2004) claims that educators need to analyze discourse critically to be able to describe, interpret, and explain the current relationship among the economy, national policies, and educational practices. 21st century skills fandiño no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 197 a critical analysis of the discourse of the 21st century skills movement reveals, among other things, certain predispositions or preconceptions towards particular epistemological, methodological and axiological perspectives. since a thorough analysis of such situations goes beyond the purpose of this paper, i briefly discuss some of the premises and emphases that are favored or promoted by 21st century skills discourse. to begin with, it appears that advocates of 21st century skills believe that knowing how to think critically and creatively are abilities specific to today’s society. in this regard, silva (2009) explains that it is misleading to assume that critical and creative thinking is unique to the 21st century since much of the same has been argued by philosophers and educators from ancient socrates to 20th-century john dewey. in a similar vein, mishra and kereluik (2011) declare that skills such as critical thinking, problem solving, and synthesis rather than being novel to the 21st century, have been abilities required one way or another for successful learning and achievement at different historical periods. on the other hand, the 21st century skills movement appears to believe that education should be rooted in skills-driven learning and hands-on experiences. to hirsch (2007), skills-driven learning ignores core knowledge through the erroneous belief that individuals should become experts in solving problems critically and creatively instead of burdening their heads with fixed facts. in contrast, hirsch argues that education should create a symbiotic relationship between core knowledge and skills because general-purpose knowledge helps transform all-purpose abilities into critical-thinking skills. similarly, ravitch (2009) maintains that educated people do not only learn from their own experiences, but from the knowledge of others. to her, a true practitioner of critical and creative thinking is able to understand the lessons of history, the adventures of literature, the inner logic of science and mathematics, and the meaning of philosophical debates by studying them. furthermore, the 21st century skills movement emphasizes the idea that educational systems need to develop students’ varied literacies as a result of pressing economic and technological reasons. the economic rationale is that supply and demand in a global marketplace intensifies competition for workers who can be more competitive if they are able to apply complex thinking and communication skills to new problems and environments. for its part, the technological justification is that people must have access to knowledge and the ability to use it in order to participate, take advantage of and be creative in the new technological environment. due to their importance, advocates of the 21st century skills fandiño no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 198 21st century skills highlight the role of economy and technology in education reform. some concerns need to be raised about the previous emphases on economy and technology. first of all, the purposes of education go beyond preparing people for participation in the economic and working life. in a study conducted in 1999, schofield affirmed that education should primarily help people belong to their societies successfully. to her, such successful belonging involves knowing how to exercise active citizenship that involves the development of free, active and equal individuals with the capacity to choose their identities, entitlements and duties. in a similar vein, seymour (2004) claims that education should first and foremost help people think and live in ways conducive to the emergence of an integral, deeper, and more inclusive mind. concretely, he believes that education should focus on helping us understand who we are since this aspect is more important than what we can know or do. in addition, education reform requires ethically-centered and futureoriented deliberation and action. kurth-schai and green (2009) affirm that reforms in education cannot simply consist of implementing new political and pedagogical practices. not only that, such reforms need to be composed through collaborative discourse aimed at providing access for all citizens to common literacies. besides, these reforms need to focus on promoting social justice, equity and change, and encouraging full development and integration of mind, heart, body, and spirit. undoubtedly, the 21st century has brought about changes in the way people live and learn. the partnership for 21st century skills and the assessment and teaching of 21st century skills are examples of how certain organizations and research projects have tried to identify common skills, standards, and models. despite its relevance, the 21st century skills movement needs to be analyzed and criticized. some of its premises and emphases convey values and interests that may bring about disparities and inconsistencies. however, it is worthwhile exploring how some of its basic tenets can also help improve and transform the teaching and learning of english as a foreign language. nevertheless, a basic review of articles published in three colombian foreign language journals show that this topic has not been approached or discussed directly (see table 3 below). it is, then, important that the colombian efl community asks itself some key questions: how should the 21st century movement impact the efl field? how can the discourse about 21st century skills be considered in efl classrooms? how can skills dealing with life and career skills, learning, innovation, and media and technology be implemented in efl classes? in the following sections of this paper, i offer some basic guiding principles 21st century skills fandiño no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 199 that can help colombian efl practitioners to address and integrate the 21st century skills discourse and movement into their everyday practices and processes. table 3. basic classification of articles published in three colombian foreign language journals (20072012) research topics profile íkala gist u. nacional universidad de unica de colombia antioquia language (skills and components) 20 5 5 fl learning/learner 5 5 2 fl teaching/teacher 24 16 6 fl methods, approaches, strategies 18 4 8 fl syllabus and materials 3 1 2 fl classroom/class 5 1 call and technology 15 3 2 lingustics 2 28 3 literature 2 1 translation 25 1 evaluation/ assessment 5 4 1 bilingualism 2 3 12 culture 6 4 2 educational policies 12 9 5 the efl classroom in the 21st century before discussing the relationship between the 21st century skills and efl learning and teaching, i want to start by briefly characterizing the efl context today. rogers (2000) stated that the 20th century saw an immense amount of activity in language teaching methods and approaches. one of the most well-known methods was and still is communicative language teaching (clt). with its emphasis on communicative competence, learner-centeredness and interaction, 21st century skills fandiño no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 200 not only has clt influenced syllabus design and methodology; it has also paved the way for new methodologies such as contentbased instruction (cbi), task-based instruction (tbi) and content and language integrated learning (clil) (richards, 2006). however, some authors believe that methods are expert-constructed prescriptions for practice which have both pedagogic limitations as well as insidious sociocultural and political agendas (allright & bailey, 1991; stern, 1992). in this light, kumaravadivelu (1994) identifies what he calls the ‘postmethod condition,’ where teachers must be capable of adapting their own approach in accordance with local, contextual factors, while at the same time being guided by a number of macrostrategies4 . these macrostrategies, explains kumaravadivelu (2004), are broad guidelines that teachers use to generate their own situation-specific classroom techniques and, ultimately, to construct their own theory of practice. on the other hand, english cannot be treated as a simple linguistic code or, even, as a set of competences. instead, english should be regarded as a global language that people can use to express their local identities and to communicate intelligibly with the world (crystal, 2006). as a consequence of this new perspective, eaton (2010) states that today’s efl classroom should no longer be focused on grammar, memorization and learning from rote. rather, it should be conceived of as a space to learn to use language and cultural knowledge as a means to connect to others around the globe. as a result, argues eaton, there is a case for a reconceptualized field that is more learnercentered, collaborative and technologically driven. as part of that reconceptualization of the efl classroom, teachers can resort to new and innovating frameworks and approaches. i strongly believe that one area that efl teachers could and should explore is that of 21st century skills. but, one question needs to be addressed: how can these skills be incorporated into the efl classroom? 21st century skills and the efl classroom when reflecting about what students really need to be learning today, armstrong and warlick (2004) assert that an increasingly digital and networked world requires students to be able to demonstrate knowledge, employ information and express ideas compellingly. 4 kumaravadivelu talked about 10 macrostrategies. among those strategies, different authors (alemi & daftarifard, 2010; can, 2009) have emphasized four: maximizing learning opportunities, activating self-discovery, ensuring social relevance, and raising cultural awareness. 21st century skills fandiño no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 201 students need to become not only literate, but also able to use that literacy within their personal information environment in order to succeed now and in the future. the use of that literacy, maintain armstrong and warlick, involves, among other things, being able to read deeply for meaning in multimedia content, handle appropriate software tools to process information, use practical and technical skills to communicate knowledge with multimedia, and know the ethical use of the information highway. in 2001, warschauer asked a very interesting question, one that is still valid today: what is the role of language teaching in the information technology society? to him, the answer to this question provides english language teaching with new teaching purposes. to begin with, english language educators need to develop activities that engage learners in the kind of authentic tasks and problemsolving activities that they will actually need in the future. warschauer suggested that such engagement can be achieved by having students carry out complex project work involving negotiation, collaboration, goal-setting, meaningful communication, and the development of challenging products (p. 55). as a result, students need to learn to develop a whole new range of english language literacies, which involve emerging forms of communication, reading, and writing using online technologies. concretely, warschauer affirmed that english teachers need to use learner-centered collaborative projects, in which students work together with their classmates and with other around the world, using a variety of technological means. following the proposal of the new london group (1996), he suggested incorporating four basic elements in those projects. see table below. table 4. suggested elements for learner-centered collaborative projects 21st century skills fandiño immersion in situated practice practice in authentic communication situations similar to those learners will encounter out of class. overt instruction opportunities to explicitly analyze the content, coherence, organization and pragmatics of communication. critical framing effective use of information found in online networks through critical interpretation of cross-cultural communication. transformed practice working for a higher-quality outcome, or applying what has been learned in new social and cultural contexts. no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 202 for their part, chang and tung (2009) contend that efl students should not be asked to work alone on assignments emphasizing shortterm content memorization, nor should they do assignments which focus on translation or allow sloppily put-together pieces of model phrases and sentences from the textbook. instead, they suggest using project-based learning (pbl) to help students analyze problems, investigate possible solutions, make decisions, create designs, and solve problems. on the one hand, pbl encourages students to work relatively autonomously over extended periods of time to come up with realistic products or presentations in the end. on the other hand, instructors act as facilitators, who do not directly provide students with correct answers but rather guide them in the learning process and offer feedback. pbl seems, then, to be a valid alternative for incorporating 21st century skills into the teaching of english. additionally, black (2009) states that english language learners need activities based on new technological tools and semiotic forms that can offer them opportunities for the development of both standard language proficiency and digital literacy and 21st skills. she believes that multimodal practices such as instant messaging, social networks, digital storytelling and media redesigning should be used to teach and learn english so that students can engage in creative manipulation of popular cultural and textual artifacts. by doing so, she argues, students cannot only represent themselves, but also communicate in online spaces by mixing text, image and sound. after reading this section, some colleagues and researchers may wonder if this is not “more of the same.” undoubtedly, the efl literature has provided us with a reasonable number of texts on negotiation, collaboration, projects, technology, and multimodality. then, what new alternatives can the 21st century skills movement propose to the colombian efl community? in the next and final section, i attempt to provide a preliminary answer. how to incorporate 21st century skills into the efl classroom in order to infuse the efl classroom with 21st century skills, i believe teachers and students can work with both or either multiliteracy and multimodal communicative competence. according to dupuy (2011), multiliteracy expands the traditional language-based notion of literacy – the ability to read and write – to include not only the ability to produce and interpret texts, but also a critical awareness of the relationships between texts, discourse conventions, and social and cultural contexts. such ability, asserted dupuy, prepares learners to participate in diverse discourse communities and fosters the critical 21st century skills fandiño no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 203 engagement they need to design their social futures. in this regard, elsner (2011) maintains that language learners today need to be able to cope with different kinds of texts, including interactive, linear and nonlinear texts, texts with several possible meanings, texts being delivered on paper, screens, or live, and texts that comprise one or more semiotic systems. however, haut (2010) points out that efl teachers should not only incorporate different types of texts, modes of language and discourses, they should also give explicit instruction detailing the inherent conventions so that students can learn to move between discourses and become both aware and critical of the intrinsic features that are portrayed. on the other hand, royce (2007) states that, given the changes in communication modes and conventions in recent years, efl classrooms need to be increasingly concerned with developing students’ multimodal communicative competence. to him, teachers should begin to focus on and develop students’ abilities in visual literacy, and to develop a pedagogical metalanguage to facilitate these abilities when images co-occur with spoken and written modes. in this line of thought, heberle (2010) defines multimodal communicative competence as the knowledge and use of language concerning the visual, gestural, audio and spatial dimensions of communication, including computermediated-communication. to her, the familiarization of efl learners with different kinds of multimodal texts and semiotic meanings can help them be better prepared for different literacy practices in their professional and sociocultural experiences with native and non-native speakers of english. concretely, she suggests using task-based or content-based instruction with interpretive analysis and discussions of images in order to make efl learners approach images as sociocultural constructions and, ultimately, to expand their skills in learning english. conclusion the 21st century demands the explicit integration of learning and innovation skills, information, media and digital literacy skills, as well as life and career skills. consequently, schools in general and efl classrooms in particular should provide students with practices and processes focused on acquiring and developing, among other things, creativity, critical thinking, collaboration, media literacy, initiative and self-direction, and social and cross-cultural skills. ultimately, efl classrooms need to be filled with meaningful and intellectually stimulating activities, practices, and processes that allow students to not just articulate thoughts and ideas effectively using oral, written and 21st century skills fandiño no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 204 nonverbal communication, but to also understand complex perspectives, use multiple media and technologies, make judgments and decisions, and work creatively with others. as a result, teachers need to analyze critically what the 21st century movement offers in order to enrich their pedagogical processes and instructional practices. additionally, this analysis can inspire them to innovate in order to provide their students with opportunities to develop the literacies needed in today’s world. ultimately, not only can such innovation keep the education service flexible, responsive, and self-renewing, but it can also promote a sense of well-being in the teaching profession (hamilton, 1996). references alemi, m., & daftarifard, p. 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(2004). educating for humanity: rethinking the purposes of education. in m. seymour (ed.), educating for humanity: rethinking the purposes of education (pp. 1-10). boulder, co: paradigm publishers. shoffner, m., de oliveira, l., & angus, r. (2010). multiliteracies in the secondary english classroom: becoming literate in the 21st century. english teaching: practice and critique, 9(1), 75-89. silva, e. (2009). measuring skills for 21st-century learning. phi delta kappan, 90(09), 630-634. stern, h. h. (1992). issues and options in language teaching. oxford: oxford university press. 21st century skills fandiño no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 208 taylor, f. (2009). authentic internet in the efl class. modern english teacher, 18(1), 5-9. the languages and literatures department (2013). why learn a foreign language. usa: st. john’s university. retrieved from http://www. stjohns.edu/academics/graduate/liberalarts/departments/languages/ why.stj trilling, b., & fadel, c. (2009). 21st century skills: learning for life in our times. san francisco, ca: jossey-bass. van dijk, t. (2001). critical discourse analysis. in d. tannen, d. schiffrin & h. hamilton (eds.), handbook of discourse analysis (pp. 352-371). oxford: blackwell. varis, t. (2007). new technologies and innovation in higher education and regional development. revista de universidad y sociedad del conocimiento, 4(11), 16-24. retrieved from http://www.uoc.edu/ rusc/4/2/dt/eng/varis.pdf warschauer, m. (2001). millennialism and media: language, literacy, and technology in the 21st century. in d. graddol (ed.), applied linguistics for the 21st century (pp. 49-59). milton keynes, uk: aila. wyn, j. (2009). touching the future: building skills for life and work. camberwell, victoria: acer press. author *yamith josé fandiño holds a ba in english philology from the national university of colombia and an ma in teaching from la salle university. he has taught efl to young and adult learners. he currently works at the school of education sciences at la salle university as a full time teacher-researcher. his research interests range from efl teacher education and professional development to foreign language learning and teaching. he has published papers in areas such as action research, language learning strategies, ict, and pre-service and in-service teacher education. 21st century skills no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) gist2014finalfinal.indd 99 selfand teacher-assessment in an efl writing class1 autoevaluación y evaluación docente en una clase de escritura de inglés como lengua extranjera sasan baleghizadeh and tahereh hajizadeh2* shahid beheshti university, g.c., allameh tabataba’i university, iran abstract the present study investigated how fifteen iranian efl learners developed the ability to self-assess their writings through having access to the rater’s scores. the participants were supervised for four weeks as they went through their first experience in self-assessment. they were provided with a detailed evaluation sheet for assessing their work, and after each self-evaluation they were able to have access to the teacher-assigned scores. the results indicated a high correlation between self-assessment and teacher-assessment. it was revealed that students’ self-assessment throughout the study turned out to be highly correlated with the teacher-assessment. it was also shown that the learners assessed different components of their writing in a manner comparable to that of the teacher. the findings confirmed that self-assessment could not only be viewed as a useful tool for evaluating learners’ performance but also be regarded as an efficient instrument for developing their writing skill. keywords: self-assessment, teacher assessment, writing resumen este estudio investigó cómo 15 estudiantes iraníes de inglés como lengua extranjera desarrollaron la capacidad de evaluar sus escritos al tener acceso a las puntuaciones de los evaluadores. los participantes fueron supervisados durante cuatro semanas al ser su primera experiencia en el proceso de autoevaluación. se proporcionó una hoja de evaluación detallada a cada estudiante para que evaluara su trabajo y después de cada autoevaluación, los estudiantes pudieron tener acceso a las puntuaciones globales asignadas por el profesor. los resultados indicaron una alta correlación entre la autoevaluación y la evaluación del profesor. esto reveló que la autoevaluación de los estudiantes durante todo 1 received: october 4, 2013 / accepted: april 18, 2014 2 sasanbaleghizadeh@yahoo.com, t.hajizade@yahoo.com gist education and learning research journal. issn 1692-5777. no. 8, (january june) 2014. pp. 99-117. the effect of story read-alouds no. 8 (january june 2014) no. 8 (january june 2014) 100 el estudio resultó estar altamente correlacionado con la evaluación docente. también se demostró que los estudiantes evaluaron diferentes componentes de su escritura de una manera comparable a la realizada por el profesor. los resultados confirmaron que la autoevaluación podría no sólo ser vista como una herramienta útil para evaluar el rendimiento de los estudiantes sino también podría ser considerada como un instrumento eficaz para desarrollar sus destrezas de escritura. palabras clave: autoevaluación, evaluación de la actividad docente, escritura resumo este estudo pesquisou como 15 estudantes iranianos de inglês como língua estrangeira e desenvolveram a capacidade de avaliar seus escritos ao ter acesso às pontuações dos avaliadores. os participantes foram supervisados durante quatro semanas ao ser sua primeira experiência no processo de autoavaliação. foi proporcionada uma folha de avaliação detalhada a cada estudante para que avaliasse seu trabalho e depois de cada autoavaliação, os estudantes puderam ter acesso às pontuações globais designadas pelo professor. os resultados indicaram uma alta correlação entre a autoavaliação e a avaliação do professor. este revelou que a autoavaliação dos estudantes durante todo o estudo resultou estar altamente correlacionado com a avaliação docente. também se demonstrou que os estudantes avaliaram diferentes componentes da sua escritura de uma maneira comparável à realizada pelo professor. os resultados confirmaram que a autoavaliação poderia não só ser vista como uma ferramenta útil para avaliar o rendimento dos estudantes como também poderia ser considerada como um instrumento eficaz para desenvolver as suas destrezas de escritura. palavras chave: autoavaliação, avaliação da atividade docente, escritura introduction despite the numerous advantages of analytic scoring of productive language skills such as speaking and writing, there are still teachers who, due to time constraints and work pressure, prefer holistic scoring of their learners’ performance through summative assessment. when applied to evaluating students’ written compositions, this approach can result in potentially biased evaluation because more often than not teachers do not have clear criteria for marking the papers. even worse, most of them tend to correct all grammatical and spelling errors with red pens which, as peñaflorida (2002) aptly put it, “bleeds students’ papers to death” (p.345). in order to overcome the limitations of summative assessment, particularly when it is done holistically, alternative assessments or “alternatives in selfand teacher-assessment baleghizadeh & hajizadeh no. 8 (january june 2014) no. 8 (january june 2014) 101 assessment” (brown & hudson, 1998, p. 57) has become the common practice of many teachers around the world. one such alternative assessment is self-assessment, which is in line with current learnercentered education (brown, 2001) and can help students become independent learners (blanche & merino, 1989) and, in turn, lessens the burden on teachers (oscarson, 1989). literature review while self-assessment came hand in hand with learner-centered approaches such as the communicative approach, it was not until the late 90s when the focus of language teaching shifted to promoting learner autonomy, according to kumaravadivalu (1994), learner autonomy involves helping students to learn on their own, raising their awareness of their learning strategies, and encouraging them to self-direct their own assessment. this approach to assessment no longer places the teacher at the center of the evaluation process; rather, it prompts learners to take responsibility for assessing their own performance (oscarson, 1989), paving the way for their improvement through reflection and action. in this way, assessment would surely play a positive role in the learners’ learning process (roberts, 2006) and would help to increase their autonomy (cresswell, 2000). brown and hudson (1998) have argued that self-assessment is a type of “personal-response assessment” (p. 63) and define it as a kind of assessment that “require(s) students to rate their own language” (p. 65). upshur (as cited in heilenman, 1990) was one of the first to support the use of this kind of assessment in the measurement of second language abilities since he believed it is only the learner who knows how successfully he could use the language. many advantages of self-assessment such as speed, direct involvement of learners, encouragement of autonomous learning (brown & hudson, 1998), and the possibility of enlarging the domain of language behavior sampled without substantially increasing the time and cost involved (leblanc & painchaud, 1985) have been extensively dealt with in the literature. for example, bachman and palmer (1989) argued that “self-ratings can be reliable and valid measures of communicative language abilities” (p. 22). likewise, huerta-macias (as cited in brown & hudson, 1998) has claimed that “alternative assessment (not just self-assessment) consists of valid and reliable procedures that avoid problems inherent in traditional testing including norming, linguistic, and cultural biases” (p. 55). thus, students can even gain more insight into their strengths and weaknesses as writers if they monitor their own writing tasks (myers, 2001). selfand teacher-assessment baleghizadeh & hajizadeh no. 8 (january june 2014) no. 8 (january june 2014) 102 despite the foregoing advantages, not all research studies have confirmed the usefulness of this sort of evaluation. for example, blanche and merino (1989), who summarized major findings in selfassessment, argued that the accuracy of most students’ self-estimates often varied depending on the linguistic skills and materials involved in the evaluations. similarly, davidson and henning (1985) indicated that although classical reliability estimates of students’ self-ratings might be reasonably high, “little confidence should be placed in these particular student self-ratings” (p. 176). this is mostly because students might not be well-trained in doing the self-ratings. moreover, heilenman (1990), who investigated the role of response effects (tendencies to respond to factors other than item content) in the self-assessment of second language ability, found out that both a measure of “acquiescence effects” and “overestimation effects” were present (p. 188). thus, heilenman realized that those students who had been learning english for two years or more were more likely to overestimate their performance. on the other hand, matsuno (2009) found that japanese efl learners underestimated their performance when they were asked to self-assess their own writings, which was particularly true for high-achieving students. hence, matsuno (2009) concluded that “self-assessment was somehow idiosyncratic and therefore of limited utility as a part of formal assessment” (p. 75). even when the criteria for assessment were set, the participants could not judge their performance in a manner comparable to that of the teachers (patri, 2002). in addition to the studies conducted to show whether selfassessment is a useful evaluation tool or not, many studies have been carried out to find out how teachers can help students become better evaluators of their own performance. for example, roberts (2006) maintained that “in order to have higher correlation between selfassessment and teacher-assessment, we need to provide learners with guidance” (p. 3). moreover, the result of jafarpur and yamini’s (1995) study showed that training with self-assessment questionnaires could improve learners’ skill to estimate their own language ability. although without direct instruction, students’ self-assessments have shown great improvement over time (chen, 2008), a number of researchers like oscarson (1989) emphasize that students do need training for improving their self-assessment. the writing skill seems to be a good area for investigation when it comes to assessment either by teachers or students themselves. this is mainly because even if the raters assign the same score to a piece of writing, they might have arrived at it based on different criteria (connor-linton, 1995; hamp-lyons, 1995). furthermore, even native selfand teacher-assessment baleghizadeh & hajizadeh no. 8 (january june 2014) no. 8 (january june 2014) 103 english speakers may not have the same reaction as non-natives toward the same written paper. for example, the results of khalil’s (1985) study revealed that native speakers found semantically deviant utterances more problematic than grammatically deviant ones. native raters proved to be stricter than non-native raters (kobayashi, 1992), and they gave lower ratings to content than language (santos, 1988). even researchers like brown (1991), who found no statistically significant difference between the ratings given by english and efl raters, admitted that these two groups arrived at these scores from different perspectives, suggesting that native english speakers focused more on cohesion when assessing a piece of writing, whereas their non-native counterparts attended more to organization. in order to overcome the problem of subjectivity in holistic assessment of writing, analytic scoring has been proposed as an alternative (heaton, 1988). according to stiggins, richard, nancy, and bridgeford (as cited in perkins, 1983) “holistic scoring calls for the reader to rate overall writing proficiency on a single rating scale, (but) analytic scoring breaks performance down into component parts (e.g. organization, wording, idea)” (p. 652). bacha (2001) confirmed that adopting either of these techniques depended on the purpose of writing in efl programs. she maintained that to provide learners with more specific feedback, analytic scoring would be more appropriate since holistic scoring tends to be highly subjective and lacks internal consistency due to shifting standards (perkins, 1983). other scholars such as hamp-lyons (1995) have pointed out that “holistic scoring system is a closed system” (p. 760) and no one can have access to points for different parts since the raters do not have a certain criterion for scoring a piece of writing. cumming (1990), who discussed biases in holistic evaluations of esl writings, claimed that “analytic scales may have the advantage of drawing raters’ attention to specific aspects of students’ composition” (p. 42). studies have indicated that high interrater reliability has been obtained from analytic scoring (bachman, 1990; jacobs, zingraf, wormuth, hartfiel, & hughey, 1981; perkins, 1983). apart from having clear criteria for assessment, all raters need training in assessment. lumley and mcnamara (1995) argued that even teachers who wanted to act as raters needed some training courses to make them internally consistence or “self-consistent” (p. 57). jacobs et al. (1981) argued that the guidance helped to neutralize the differences in their judgment related to raters’ backgrounds. taking the above mentioned points into account, it is evident that training is essential, particularly for learners who want to practice self-assessment for the first time. selfand teacher-assessment baleghizadeh & hajizadeh no. 8 (january june 2014) no. 8 (january june 2014) 104 methodology research design as mentioned previously, the results obtained about the efficiency of self-assessment are inconclusive. given the fact that very little research has been done in this respect in the iranian context, this point needs further exploration since cultural backgrounds of the participants could affect self-assessment results (blanche & merino, 1989). in the present study, pearson-product moment correlation coefficient was used to investigate the relationship between self-assessment and teacher-assessment of students’ writing. it was hoped that students’ self-assessment would improve over time. in other words, it was predicted that during the first cycle of assessment, the correlation between the teacher-assessment and student self-assessment would be relatively low, but gradually students would learn how to assess themselves and this assessment of their own writings would progress to be a better approximation of the teacher’s assessment. hence, the correlation would be greater in the last cycle of assessment. to this end, the following research questions guided the study: 1. is there a statistically significant relationship between teacherassessment and learners’ self-assessment in each cycle of assessment? 2. does learners’ self-assessment improve over time (as they have access to teacher-assigned scores)? 3. in the last cycle of assessment, do learners assess different components of their writing in the same way as the teacher did? 4. does self-assessment lead to an improvement in learners’ writing? participants twenty iranian female efl learners at the upper-intermediate level of english language proficiency with an average toefl score of 550 participated in this study. the participants were all females with an average age of 20, and were all taking a toefl preparation course at a private english language school in tehran, iran. since the study lasted for several weeks, not all the participants were able to attend all the assessment sessions. therefore, the researchers decided to include the individuals who took part in all sessions, as a result of which the number of participants was reduced to fifteen. selfand teacher-assessment baleghizadeh & hajizadeh no. 8 (january june 2014) no. 8 (january june 2014) 105 in addition to the learners, a native iranian teacher (the second researcher of the present study) with five years of experience in teaching english as a foreign language was in charge of teaching paragraph writing to the students and rating their written assignments. inasmuch as analytic scoring offers high inter-rater and intra-rater reliability, the rater assessed each paper only once. data collection instruments in this study both the teacher and the students assessed the writings through a detailed evaluation sheet (see appendix a). this evaluation sheet with five subscales (see table 1) was taken from jacobs et al. (cited in bacha, 2001). however, the researchers thought that students would need to know how these five components (content, organization, vocabulary, language, and mechanics) would be broken down into smaller sub-scales while scoring their papers. to this end, following matsuno (2009), these five criteria were clearly defined. thus, for example, it became clear that content refers to sub-scales, such as the amount of writing, the development of the topic, and the relevance of the students’ writing to the assigned topic. similarly, it was known that organization refers to the opening, supporting sentences, closing and logical sequences of ideas in writing (see table 1 for further details). table 1. jacobs et al.’s composition profile by using this detailed evaluation sheet, interval scales could be obtained which paved the way for using pearson correlation coefficient formula. working with this checklist was quite easy for the participants because instead of a main category like content, they had access to the subcategories which helped them in their assessment. the second instrument was a questionnaire developed by the researchers (appendix b). the questions were written in simple selfand teacher-assessment baleghizadeh & hajizadeh no. 8 (january june 2014) no. 8 (january june 2014) 106 language to ensure they would be easily comprehended. the main goals behind utilizing this questionnaire were to elicit the learners’ attitude toward self-assessment, their beliefs about the usefulness of this kind of assessment, and their ideas on how they had self-assessed their performance. this instrument was primarily used to save time since obtaining the same amount of information through interviewing all the participants would be rather time-consuming. the last instrument used was a semi-structured interview that the researchers conducted with a few of the participants. although the research was mainly quantitative, it was felt that the use of an interview might shed more light on some dark points, such as the participants who would either overestimate or underestimate their performances. the study was conducted at a private language institute and lasted for one month. although the participants were upper-intermediate learners, some of them had problems in developing a paragraph. therefore, their teacher (the second researcher) devoted the first session to providing them with some instruction on appropriate length, format, content, and organization of a paragraph. then during the second session, the participants were introduced to the evaluation sheet (appendix a).the second researcher explained what each category as well as the related subcategories meant and made sure students understood what they were expected to do. after realizing how to assign scores to different components, they were given a topic to write about on the same day and were asked to evaluate their writings two or three days later, trying to be as objective as possible. this interval would help the participants to detach themselves from their writings and enable them to be more critical of them. it is worth mentioning that the topics were related to what they had studied during the week, and an attempt was made to take the participants’ interest into consideration in the process of topic selection. after each writing and self-assessment, the second researcher, who was both the teacher and the rater, collected the papers and returned them the next session along with her evaluation (she used the same evaluation sheet for assigning scores). she did not write any comments either in the margin of the papers or the evaluation sheets. the participants were supposed to figure out for themselves why they had received a particular score. furthermore, the second researcher asked them to read their writings one more time and reflect on the scores assigned by the rater. then, the participants were given back their writings, which were evaluated two times (once by the learners and the other time by the rater) to have a chance to compare their selfselfand teacher-assessment baleghizadeh & hajizadeh no. 8 (january june 2014) no. 8 (january june 2014) 107 assessments with the teacher-assessment and to find out whether they had overestimated or underestimated their performances. this cycle of writing, self-assessment, and rater’s assessment lasted for four weeks during which the participants wrote about four different topics. data analysis and interpretation the strength of relationship between each self-assessment and the teacher-assessment was calculated using pearson-product moment correlation coefficient. since the study consisted of four cycles of selfassessment and teacher-assessments, the results of four correlations are included in the paper. the correlations were used in order to find out whether there was a relationship between the two types of assessments, and if yes whether an acquaintance with the teachers’ assessment had positively affected their self-assessments or not. a matched t-test was used to compare the learners’ first writings with the last ones. the result of this t-test could be used as an indicator of whether self-assessment had helped improve learners’ writing ability or not. the means and standard deviations of different components of learners’ last writing were compared. the purpose of this comparison was to find out if there was a difference between the way the rater and the students assessed the papers. results the correlation table 2 shows the results of four correlations. the magnitude of these correlations is larger than the critical value (ρ< .01). this indicates that the obtained results are statistically significant. table 2. correlation between self-assessment and teacher-assessment in the four cycles of writing selfand teacher-assessment baleghizadeh & hajizadeh no. 8 (january june 2014) no. 8 (january june 2014) 108 before discussing the result of these correlations in length, it is worth showing the scatter plots of the four sets of scores (figure 1), since they make the interpretation of the results much easier. figure 1. the scatter plots of four sets of scores obtained from selfassessment (horizontal axes) and teacher-assessment (vertical axes) the scatter plots clearly show that there is a positive correlation between self-assessment and teacher-assessment. the amount of this correlation remained constant (r=.63) during the first and second cycles of assessment. this might have been due to the fact that the experience was new to the students. as the first and second scatter plots reveal, there were some outliers that affected the results of the correlations to a great extent. all of these outliers overestimated their writing performance. the third scatter plot indicates a significant change in the way the participants assessed their writings; here we had only one outlier who overestimated her performance though the majority of the participants reported scores which were quite close to those of the rater. there were also four participants who underestimated their performance. although the correlation was not a perfect positive one (r= .71), the improvement of the learners’ self-assessment cannot be overlooked. selfand teacher-assessment baleghizadeh & hajizadeh no. 8 (january june 2014) no. 8 (january june 2014) 109 the result of the fourth cycle of assessment was quite unexpected (r= .91); the participants seemed to have developed an excellent skill in assessing their writings. the researchers assume that this great improvement might have been due to the fact that the second researcher asked the students to have a second meticulous look at their third papers and compare the scores they had given to themselves and those that the rater had assigned them. the motivation for such a decision came from the second researcher’s observation. she realized that during the first two sessions, the participants took a quick look at the rater’s scores and returned the papers in a minute or two. the extra time allocation has obviously had a great effect on raising the learners’ awareness and consequently their self-assessment. this is rather surprising as the learners were not provided with any direct explanation or instruction. the mean and standard deviations of the scores assigned by learners and the rater to different components of writing are displayed in table 3. a comparison of these scores can provide us with the answer to the third research question. the scores that the participants gave to different parts of their last writing were quite similar to those assigned by the teacher. thus, we can conclude that in the last cycle of assessment, there was not only a high correlation between teacherassessment and students’ self-assessment, but also a great similarity in the way learners and the rater assessed different components of writing. table 3. the means and standards deviations of the scores assigned by learners and the rater to different components of writing selfand teacher-assessment baleghizadeh & hajizadeh no. 8 (january june 2014) no. 8 (january june 2014) 110 the questionnaire after evaluating the last writing, the participants were asked to complete the questionnaire (appendix b). the answers shed more light on the processes which students went through in order to evaluate their performance. it was revealed that the experience of self-assessment was quite new to all the participants. some of them claimed that they self-evaluated their performance in most of the tests, and their obtained scores had been close to what they had expected. this was particularly true about the participants who claimed to have been objective in their self-assessment. the learners’ attitudes toward the experiment varied. while all of them agreed that self-assessment was quite motivating, some of them found it a bit hard. most of them believed that they were quite objective in their self-assessment. many of them found the rater’s score fair and indicated that having access to these scores had helped them a lot in their evaluations. most of the participants claimed that they had learned a great deal about self-assessment during the experiment. nevertheless, some of them maintained that teacher-assessment is more beneficial for the following reasons: • when we learn a new grammar point and want to use it in our writing(s) we need someone to correct our mistake(s). • my teacher is more knowledgeable and can correct my paper better. • i’m still a student. i cannot judge my writing. others believed that when they evaluate their works objectively they could have a better image of their weaknesses and strengths: • i think it is better to check my writing myself, because i can realize my problems better. • self-assessment helps me to find out my problems myself. almost all the participants argued that self-assessment could be more useful when it comes hand in hand with teacher-assessment. the researchers suppose that this attitude stems from the way iranian students have been treated in schools. they have learned to regard the teachers as authority figures and they respect them as people who are capable of judging their performance. the interesting point was that most of the participants found having access to the rater’s scores more useful than having direct training in selfand teacher-assessment baleghizadeh & hajizadeh no. 8 (january june 2014) no. 8 (january june 2014) 111 self-assessment. they believed that participating in this experiment had not only improved their self-assessment abilities but also had helped them develop their writing skill. this claim is supported by the result of a matched t-test (see table 4). table 4. matched t-test on improvement of students’ writing after selfassessment the interview as mentioned earlier, a semi-structured interview was carried out with the participants who had influenced the result of the correlations in one way or the other, i.e. those who had either over-estimated or underestimated their performance. one of the participants, who had assigned high scores to her writings, claimed that she did not pay much attention to the accuracy of her self-assessment and all she wanted was improvement of her writing skill. her goal was to receive more or less the same scores she had given to her writing from the rater. she thought assigning higher scores to her writing meant that her writing was actually improving. another learner who had underestimated her performance believed that she had never been good at writing. she was quite modest and maintained that the rater had been quite generous; otherwise, her scores could not have been so high. the most interesting part of the interview was talking to the learner whose self-assessment scores were always quite close to those of the rater. she said that she had tried to be quite objective in her self-assessment. she also told the second researcher that whenever she wanted to assess her writing she imagined that it was someone else’s paper, not hers. selfand teacher-assessment baleghizadeh & hajizadeh no. 8 (january june 2014) no. 8 (january june 2014) 112 conclusions this paper sought to take a closer look at self-assessment in the iranian context. the study confirmed that there is a statistically significant positive correlation between teacher-assessment and selfassessment. this finding can be viewed as confirmation of the research carried out in different efl contexts. however, the main contribution of this study to the literature lies in the fact that this research indicated that training learners simply through introducing them to checklists is not the only possible way to improve their ability to self-assess their performance. unlike previous studies, this research took students through four cycles of writing, self-assessment, and teacher-assessment. after each self-assessment, the learners were provided with the scores that the teacher assigned to different components of their writings. the comparison that students made between their self-assessment and teacher-assessment had a positive effect on the way they self-evaluated their subsequent writings. the results of the correlational studies justified the improvement in learners’ self-assessment. the magnitude of correlation between selfassessment and teacher-assessment remained constant during the first two cycles of assessment when the experience of self-assessment was still quite novel to the participants. however, the obtained correlation rose significantly in the third cycle of assessment since the learners had a better image of what self-assessment was about, and how they could assess their writings in the same way that the rater did. assessing their last writing was much easier for the learners since having access to the teacher-assigned scores for their previous writings had taught them how to be objective and critical toward their own works, so the last selfassessment was the closest to teacher-assessment (r= .91). consequently, it can be claimed that there is a direct relationship between training of students in self-assessment, which is done by providing the learners with their teacher-assessed papers, and the accuracy of their self-assessment scores. that is to say, the more the students ponder the scores assigned by the rater, the better they tend to assess their subsequent writings. another finding inferred from students’ writings was the fact that their writing skill improved significantly toward the end of the experiment. this fact was not only noticed by the students themselves, but was also supported through statistical procedures. the result of the matched t-test indicated a statistically significant change in the learners’ writing ability. selfand teacher-assessment baleghizadeh & hajizadeh no. 8 (january june 2014) no. 8 (january june 2014) 113 the last, but obviously not the least finding was that the participants evaluated their paragraphs almost in the same way that the teacher (rater) did. the scores that students assigned to different components of their last writing were quite close to those assigned by the teacher. this study confirmed the effectiveness of self-assessment, as a kind of alternative assessment, in the context of iran. the learners’ assessment of their own writings not only proved to correlate with those of the rater, but also improved significantly over the course of the study. nevertheless, the findings should be treated with caution since the research was carried out with only fifteen participants, all from the same institute. this indicates that further research is still needed before we can be fully sure about the beneficial effects of training students in self-assessment. references bacha, n. 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(2002). nontraditional forms of assessment and response to student writing: a step toward learner autonomy. in j. c. richards & w. a. renandya (eds.), methodology in language teaching: an anthology of current practice (pp. 344-353). cambridge: cambridge university press. perkins, k. (1983). on the use of composition scoring techniques, objective measures, and objective tests to evaluate esl writing ability. tesol quarterly, 17(4), 651-671. roberts, t. s. (2006). self, peer, and group assessment in e-learning: an introduction. in t. s. roberts (ed.), self, peer, and group assessment in e-learning (pp. 1-16). london: information science publishing. santos, t. (1988). professors’ reactions to the academic writing of nonnative speaking students. tesol quarterly, 22(1), 69-90. authors *sasan baleghizadeh is associate professor of tefl at shahid beheshti university (g.c.) in tehran, iran, where he teaches courses in applied linguistics, syllabus design, and materials development. he is interested in investigating the role of interaction in english language teaching and issues related to materials development. his published articles appear in many international journals including tesl reporter, tesl canada journal, elt journal, and language learning journal. *tahereh hajizadeh holds an m.a. degree in tefl from allameh tabataba’i university in tehran, iran. she is an experienced efl teacher and is interested in issues related to classroom assessment. selfand teacher-assessment baleghizadeh & hajizadeh no. 8 (january june 2014) no. 8 (january june 2014) 116 appendix a. evaluation sheet 1. content 1-10 amount development of the topic relevance to the topic 2. organization 1-5 opening supporting sentences closing logical sequencing 3. vocabulary 1-10 range word form/ word choice 4. language 1-10 grammar use of variety of structures 5. mechanics 1-5 spelling punctuation selfand teacher-assessment baleghizadeh & hajizadeh no. 8 (january june 2014) no. 8 (january june 2014) 117 appendix b. the questionnaire 1. how long have you been learning english? 2. have you ever tried to evaluate your performance in the writing part of an exam? if yes, was your estimation close to the mark you received? 3. was this experiment new to you? if not, when and how did you experience something like this? 4. how did you feel when you had to evaluate your own works? 5. did you try to be objective in your self-assessments? if yes, what did you do? 6. did you think that the scores that the rater assigned to your works were fair? why? 7. do you think that comparing your self-assessments with teacherassessments helped you evaluate your writings better? if yes, how? 8. after this experiment, do you like to be given the chance to assess your writings yourself? why? 9. do you think that self-assessment can help you learn better? why? 10. do you think that students need training for self-assessment? why? selfand teacher-assessment baleghizadeh & hajizadeh no. 8 (january june 2014) no. 8 (january june 2014) 209 1 received: april 18, 2013, 2012 / accepted: july 16, 2013 2 email: lehemos@hotmail.com gist education and learning research journal. issn 1692-5777. no. 7, november 2013. pp. 209-229 la monotonía lingüística y la iteración histórica de gazapos: un desafío lingüístico de académicos1 linguistic monotony and the historical repetition of errors: a challenge for academicians leonardo herrera mosquera2* universidad surcolombiana, colombia resumen el presente artículo resulta de una reflexión en torno a dos grandes amenazas al discurso: la monotonía lingüística (ml) y la repetición mecánica de gazapos gramaticales y lexicales. estas amenazas están a su vez compuestas de distintos fenómenos lingüísticos que se han venido arraigando en nuestro discurso cotidiano. se propone entonces la definición y caracterización de cada uno de dichos fenómenos, seguidos de su ejemplificación a través de discursos reales reproducidos por reconocidos medios de información nacionales e internacionales. este artículo intenta de manera ulterior no solo concienciar a los hispanohablantes sobre las iterativas incorrecciones lingüísticas en que caemos, sino también seducirlos en relación con los beneficios que el arte del bien hablar nos puede proporcionar. palabras clave: palabra, discurso, monotonía lingüística, habilidades discursivas y gazapos abstract this article is the product of a reflection on two major threats to discourse: the linguistic monotony (lm) and the mechanical repetition of grammatical and lexical mistakes. these threats are comprised of different linguistic phenomena that have taken root in our daily communication. the definition and characterization of such phenomena is provided, along with exemplification through authentic texts produced by established national and international mass media. this article seeks not only to make spanish speakers aware of their 21st century skills no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 210 repetitive linguistic flaws, but also to convince them regarding the benefits of enhancing discursive skills. key words: word, discourse, linguistic monotony, discoursive skills, and linguistic flaws resumo o presente artigo resulta de uma reflexão em torno a duas grandes ameaças ao discurso: a monotonia linguística (ml) e a repetição mecânica de erros gramaticais e lexicais. estas ameaças estão ao mesmo tempo compostas de diferentes fenômenos linguísticos que se tem vindo enraizando em nosso discurso cotidiano. propõe-se então a definição e caracterização de cada um de ditos fenómenos, seguidos de sua exemplificação através de discursos reais reproduzidos por reconhecidos meios de informação nacionais e internacionais. este artigo tenta de maneira ulterior não só conscientizar os hispano-falantes sobre as iterativas incorreções linguísticas em que caímos, senão também seduzi-los em relação com os benefícios que a arte do bem falar nos pode proporcionar. palavras clave: palavra, discurso, monotonia linguística, habilidades discursivas e erros introducción los lingüistas modernos en su misión de describir las diferentes características y variaciones lingüísticas que existen en una lengua o entre diversas lenguas y confiados en la dinámica evolución de estas a través de las generaciones, se han distanciado del rol de orientadores del bien hablar, dejando dicha tarea a los lingüistas prescriptivistas, que en el caso del español, están plenamente representados por la real academia de la lengua española, con sede principal en españa y con subsedes en los diferentes países hispanohablantes en el mundo. el enfoque descriptivo sugiere entonces un relativismo lingüístico en el cual ningún discurso como tampoco ninguna lengua es ni mejor ni peor que otra, sino que representan realidades distintas, válidas y completamente respetables. cuestionándose si esta nueva perspectiva causará el deterioro de nuestra lengua, los lingüistas hualde, olarrea, escobar y travis (2010) afirman: la monotonía lingüística herrera no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 211 los lingüistas descriptivos sostienen que, de hecho, el español está cambiando, tal como debe, pero que el cambio no es señal de debilitamiento. probablemente el español está cambiando de la misma manera que ha hecho de nuestro idioma una lengua tan rica, flexible y popular en su uso. las lenguas están vivas, crecen, se adaptan. el cambio no es ni bueno ni malo, sino simplemente inevitable. las únicas lenguas que no cambian son aquellas que ya no se usan, las lenguas muertas. el trabajo del lingüista moderno es describir la lengua tal como existe en sus usos reales, no como debería ser sino como es, lo que incluye el análisis de las valoraciones positivas o negativas asociadas a usos concretos de la misma. (p. 4) mi diario quehacer de lingüista y consciente de los beneficios de la retórica, en sus componentes ortológicos y ortográficos, me obligan tanto a describir como a sugerir vocablos, estructuras y variantes lingüísticas que contribuyan a la más precisa y refinada expresión de ideas: una imperativa misión de todo académico. como lo expresaba seco (1998), “la intervención que un individuo de empuje personal tiene en los destinos de su lengua es proporcionada a su potencia de proselitismo lingüístico” (p. x). no quiero quedarme a la orilla del vivir del idioma, mirándolo correr, claro o turbio, como si me fuese ajeno (seco citando a salinas, p. ix). producir un discurso de manera espontánea y fluida, alimentado a su vez de una variedad léxica y sintáctica, puede entenderse como un reto exclusivo de oradores o académicos en general. no obstante, el bien hablar constituye un tesoro público al cual puede acceder cualquier individuo, independientemente de su nivel de escolaridad, que quiera dejarse tentar por el poder y los beneficios de la palabra. como lo afirma smalley (2008), “la palabra se asemeja a un organismo vivo, capaz de crecer, mutar, propagarse y de influenciar el mundo en muchas formas, directas e indirectas” (para. 5) . en este mismo sentido, neruda (1995) expresó: “todo lo que usted quiera, sí señor, pero son las palabras las que cantan, las que suben y bajan...me prosterno ante ellas... las amo, las adhiero, las persigo, las muerdo, las derrito…” (p. 25). y agrega el poeta: “salimos ganando... se llevaron el oro y nos dejaron el oro... se lo llevaron todo y nos dejaron todo... nos dejaron las palabras” (p. 25). en el mismo sentido, agrega el poeta y ensayista paz (1997): la palabra es nuestra morada, en ella nacimos y en ella moriremos; ella nos reúne y nos da conciencia de lo que somos y de nuestra historia; acorta las distancias que nos separan y atenúa las diferencias que nos oponen. nos junta pero no nos aísla, sus muros son transparentes y a través de esas paredes diáfanas vemos al mundo y conocemos a los hombres que hablan en otras lenguas. a veces logramos entendernos con ellos y así nos enriquecemos espiritualmente. (para. 7) la monotonía lingüística herrera no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 212 por otro lado, soca (2011) sugiere el hábil y fluido uso de la lengua como arma de imposición sobre el prójimo. el autor afirma que “el dominio de la lengua y el poder de la elocuencia ha [sic] sido una propiedad de las clases dominantes en todas las sociedades basadas en la explotación del hombre por el hombre” (para. 5). sin embargo, son la monotonía lingüística y la repetición mecánica de gazapos gramaticales dos grandes amenazas de la ortología, fenómenos estos sobre los cuales me concentraré en el presente artículo. conceptualización la monotonía lingüística (ml) la monotonía lingüística no constituye como tal un núcleo temático fundamental en los cursos o talleres de lengua, así como tampoco un centro de mayor interés para lingüistas e investigadores; quizá se ha incluido en temas gramaticales más globales como la sintaxis o la morfología, o en temas de estilo más amplios como la redacción o la producción de textos. no obstante, intentaré en este documento acercarme a la definición y las características de este fenómeno lingüístico. ramírez (2008) define la monotonía lingüística como “el empleo repetido, dentro de una oración, de los mismos vocablos, giros o construcciones. denota pobreza lingüística” (p. 14). la ml equivale sencillamente al encasillamiento de nuestro discurso en el poco exigente y muy cómodo discurso cotidiano, independiente de la demanda del contexto lingüístico. la ml nos lleva a utilizar de manera constante las mismas estructuras sintácticas así como las mismas unidades léxicas que emplea el hablante promedio, sin importar las exigencias del contexto. es decir, nuestro discurso no presenta mayor variación si estamos participando en una reunión familiar o si estamos respondiendo a una entrevista de trabajo. la ml surge de la carencia de algunos hábitos académicos fundamentales como son: la práctica de lectoescritura, la curiosidad léxica y la acertada implementación de lo aprendido. como es bien sabido, la lectura nos proporciona la posibilidad de enriquecer nuestra base de datos lexical, la cual una vez alimentada y revisada habitualmente, nos permitirá producir mensajes —ya sean orales o escritos— más variados, refinados tal vez, y hasta más efectivos, en algunas circunstancias. como lo expresa el reportaje de la fundación hacer familia (2012), “la lectura ayuda a ampliar el vocabulario y eso mejora la comunicación de los niños, pues les ayuda a expresar sus ideas y sentimientos con precisión y claridad. un sinfín de ventajas que se suman a la más importante para los pequeños de la casa: pasarlo bien” (para. 2). la monotonía lingüística herrera no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 213 el cosismo es quizás la más común expresión de monotonía lingüística que a diario escuchamos no solo en el discurso cotidiano sino también en el discurso académico. según quirós (2003): “se llama cosismo al vicio por el cual el término cosa sustituye a la voz adecuada y precisa, ya que todo puede ser calificado como tal, aunque esté muy lejos de usarse para denotar un objeto” (p. 5). en otras palabras, cosismo se refiere al uso reiterativo del vocablo cosa para sustituir otros términos más acertados como característica, idea, aspecto, factor, variable, elemento, componente, categoría, razón, clase, etc. la ml no constituye per se un error o un vicio; corresponde simplemente a una decisión comunicativa personal, la decisión de seguir o imitar el discurso del hablante promedio. en otras palabras, tomar la decisión de salirnos de la ml podría proporcionarnos algunos de los siguientes réditos: responder fluida y coherentemente una entrevista de trabajo, o cualquier tipo de entrevista. dirigir clara y eficazmente un taller o una conferencia. diversificar el discurso (el registro) de acuerdo al contexto. transmitir y compartir conocimiento. cortejar a una chica o a un chico. participar en reuniones o discusiones formales. incluso, contar chistes de manera fluida en reuniones informales. …entre muchos más beneficios. iteración histórica de gazapos la iteración histórica de gazapos hace referencia a la repetición mecánica de yerros gramaticales, que por su constante y amplio uso, se han venido arraigando en nuestro discurso diario, independiente de la clase social o del nivel educativo de los hablantes. este fenómeno lingüístico es también tipificado por algunos lingüistas y gramáticos como vicios del lenguaje. el dequeísmo y el queísmo pueden considerarse dos comunes expresiones de los gazapos del español, los cuales se han venido arraigando en el discurso de deportistas, periodistas, artistas, políticos y profesionales de todas las áreas. la monotonía lingüística herrera no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 214 el dequeísmo consiste en la adición innecesaria de la preposición de después de algunos sintagmas verbales. gómez (1997) lo define así: “consiste en la presencia de una preposición de parásita delante de la conjunción subordinante que. esto es, tal preposición no está exigida por ningún elemento del texto o enunciado” (p. 45). el queísmo o dequefobia, denominado así por el lingüista colombiano fernando ávila, resulta del temor de los académicos de caer en el temeroso dequeísmo, y por consiguiente suprimen la preposición de cuando esta es realmente necesaria. el profesor ávila (2012) dice al respecto: “tal fuerza tomó esta última posición [dequeísmo], que se situó, o se coló, rápidamente entre las normas que manejaban profesores, padres de familia, consejeros y policías en su máxima simplificación: nunca diga de que. es horrible.” (p. 369). metodología este artículo no nace de un proceso investigativo formal, pero sí de la constante reflexión pedagógica y lingüística en torno a actos comunicativos reales de los cuales he sido participe tanto en forma activa como pasiva. de forma activa como interlocutor en actos de habla sincrónicos y de forma pasiva como receptor (oyente o lector) de textos. como lo expone mccarthy (2011), citando a otros autores, el carácter de una escritura reflexiva articula la experiencia en palabras, cristaliza los pensamientos y sentimientos (walker, 1985), y promueve el aprendizaje de un evento a partir de su descripción y posterior análisis (strivens, 2009). en las distintas interacciones comunicativas en español he encontrado que la monotonía lingüística y algunos reiterativos gazapos gramaticales constituyen los mayores desafíos de académicos y profesionales de todas las áreas, razón de su especial énfasis en este artículo. la primera amenaza encierra al hablante en un corpus léxico y sintáctico limitado, del cual no querrá salirse por pereza o por comodidad, y la segunda lo conduce a la repetición de los barbarismos que históricamente han prevalecido en el discurso oral. de esta manera, he plasmado en este artículo variados ejemplos de los vicios lingüísticos antes mencionados, de los cuales he tomado nota durante varios años. por cuestiones de espacio solo una veintena de ejemplos se han incluido, dando prioridad a las locuciones que mejor ejemplifiquen la monotonía lingüística y la iteración histórica de gazapos del español. la monotonía lingüística herrera no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 215 las oraciones modelos han sido extraídas de importante medios de comunicación nacionales como: revista semana, diario del norte, boletín de la academia colombiana de la lengua, el espectador, y el tiempo; y de medios internacionales como: el tiempo de yucatán (méxico), el diario (uruguay), el país (españa), diario la tercera (chile), radio serbia internacional, y la nación (paraguay). la noble intención de este artículo es suscitar miradas hacia el invaluable tesoro del bien decir o el bien hablar, el cual con frecuencia ignoramos y en ocasiones incluso despreciamos. ya el reconocido poeta español pedro salinas (1995) lo decía: “no es permisible a una comunidad civilizada dejar su lengua, desarbolada, flotar a la deriva, al garete, sin velas, sin capitanes, sin rumbo” (p. 33). ejemplificación a continuación se presentan ejemplos de monotonía lingüística y de gazapos que con frecuencia escuchamos y que quizás muchas veces repetimos. ejemplos de cosismo los testimonios de los exsubversivos tienen dos cosas en común: sus declaraciones llegaron al expediente […] (“caso sigifredo lópez: algo no cuadra”, 2012). el vocablo cosa parece ser el término favorito de políticos, periodistas y demás como solución fácil y rápida en la expresión de ideas. en la oración anterior, se observa que cosas podría ser fácilmente remplazado por los vocablos argumentos o elementos. gobierno admite que algunas cosas del tlc “se negociaron mal” (“gobierno admite que algunas cosas del tlc ‘se negociaron mal’”, 2012) ¿por qué no utilizar los términos puntos o aspectos? las ocho cosas que le faltan a bogotá para ser global (forero, 2012) aquí podríamos recurrir a las expresiones aspectos o condiciones. en algunos casos, se debe hacer una modificación adicional al sintagma o a la oración por razones de redacción y estilo. otros ejemplos comúnmente escuchados en nuestras diarias interacciones comunicativas son: la monotonía lingüística herrera no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 216 “otra cosa que debemos tener en cuenta…” en este caso, recomiendo decir: “otro aspecto que debemos tener en cuenta…” “otro factor que debemos tener en cuenta…” “otra variable que debemos tener en cuenta…” de esta forma, el polifacético vocablo cosa ha tomado el lugar de otros sustantivos que bien podrían proporcionarnos más acertados rasgos semánticos y prosódicos. los vocablos algo, como, y algunos verbos como hacer y manejar padecen el mismo síndrome lingüístico, es decir caen en la monotonía discursiva obstruyendo el paso de más apropiadas voces. veamos algunos ejemplos, extraídos también de nuestros habituales diálogos: ¿cómo defines percepción? es como cuando… (una estructura sintáctica muy habitual en el discurso de los estudiantes) un siniestro es como lo que … en estas locuciones el adverbio como es innecesario y por consiguiente debe omitirse o recurrir al parafraseo. las oraciones podrían reestructurarse así: “es el proceso por el cual…” o “es un evento en el cual…” el profesor nos pidió que hiciéramos un ensayo vamos a hacer un pollo para la cena aquí podríamos utilizar los verbos escribir o redactar, para el primer ejemplo, y preparar o cocinar, para el segundo, en lugar del verbo hacer. coalición popular maneja la cifra “probable” de 140 diputados como un “resultado aceptable” en las próximas… (jauregui, 1985) yo no manejo tarjetas de crédito este autor maneja muchas teorías en lugar del verbo manejar podríamos utilizar los verbos presentar o calcular para el primer ejemplo; tener o utilizar, para el segundo, y exponer o formular, para el tercer ejemplo. la monotonía lingüística herrera no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 217 para romper con la monotonía lingüística sugiero a continuación variantes lexicales para diez vocablos que escuchamos de manera iterativa en discursos cotidianos, periodísticos, comerciales y publicitarios, entre otros. tabla 1. ejemplos de expresiones monótonas y posibles alternativas término común alternativa lexical bueno excelente magnánimo, excelso, beneficioso, diáfano malo deficiente, insuficiente, defectuoso, nocivo diferentes diversos, variados, distintos, múltiples, variopinto aspecto faceta, variable, factor, elemento, característica importante relevante, significativo, considerable, notable característica atributo, cualidad, propiedad, rasgo usar implementar, aplicar, disponer, utilizar grupal sinérgico, colaborativo, cooperativo, integral interesante sugestivo, atrayente, atractivo, agradable poner colocar ubicar, situar, orientar, sujetar en el tema de ml no me he referido en ningún momento al registro lingüístico de los jóvenes, con todos sus rasgos (reducciones, extranjerismos, términos tecnológicos, vulgarismos de moda, etc.). la ml aquí descrita se ha concentrado en el discurso de académicos, ya sea de forma oral o a través de medios escritos, como se puede leer en los ejemplos. el breve análisis aquí desarrollado busca ofrecer al hispanohablante luces entorno a lo que la norma exige al igual que alternativas lexicales que permitan imprimirle mayor dinamismo al texto oral y escrito; por supuesto, teniendo siempre en cuenta la circunstancia comunicativa. la inmediatez y la informalidad pueden constituir condiciones fuertes para caer en ml, sin el mayor reproche de gramáticos prescriptivos. en otras palabras, se hace urgente, como habitualmente se lo expreso a mis estudiantes, desarrollar la habilidad camaleónica de pasar del discurso monótono al discurso elaborado a través del refinamiento sintáctico y lexical. muy diferente es establecer un cálido e inmediato diálogo familiar en el fervor de nuestro hogar a producir un discurso frente a una cámara, ante una audiencia, en tertulias académicas o a través de un medio escrito. y contrario a lo que dice la monotonía lingüística herrera no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 218 lira (2012) en su artículo: más respeto: los clichés están en nuestros genes civilizados, no creo que los vocablos ni las expresiones cliché tengan que vivir arraigados en nuestros genes como parte de nuestro adn. esto solo nos llevaría a alimentar nuestro síndrome de producto terminado, como lo llamaba el dr. miguel ángel cornejo, y a justificar que continuemos caminando el sendero de la pobreza lingüística, sin el mayor reparo de otros caminos. ejemplos de la iteración histórica de gazapos empecemos con la reiterativa y defectuosa conjugación del verbo haber. 1. “habrán varias actividades para recordar el hundimiento del titanic.” (“habrán varias actividades”, 2012) en este caso, haber es un verbo impersonal y por consiguiente solo se conjuga en la tercera persona del singular. se debe decir: “habrá varias actividades…” veamos otro ejemplo: “la misma cadena ha manifestado que los disparos se han sucedido en diversos puntos de la capital libia, después de la intervención del mandatario libio, entre mercenarios y manifestantes, sin precisar si han habido nuevas víctimas.” (“libia: gadafi dice que no abandonará el poder”, 2011). cuando el verbo haber cumple su función de verbo auxiliar, como en la oración anterior, debe ir en la forma singular, ha, si al verbo al cual acompaña o auxilia es el mismo haber. con todos los demás verbos puede conjugarse en todas las personas, a saber: han comido, han salido, hemos traído, has jugado, he trabajado, etc. el mismo problema de conjugación se presenta en los diferentes tiempos y modos verbales de haber, así: ¿cuántas personas habrán en la marcha? (tiempo futuro) ¿cuántas personas hubieron en la marcha? (tiempo pasado) espero que hayan muchas personas en la marcha (modo subjuntivo) ante estos casos, se debe decir: ¿cuántas personas habrá en la marcha? ¿cuántas personas hubo en la marcha? la monotonía lingüística herrera no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 219 espero que haya muchas personas en la marcha en la escritura, el verbo haber se presta para algunas confusiones. en la oración: sigamos este procedimiento haber qué sucede. el verbo haber toma el lugar de la preposición a y el verbo ver. por consiguiente, se debe escribir: sigamos este procedimiento a ver qué sucede. revisemos otros ejemplos de la confusión ortográfica del haber en la tercera persona singular en tiempo presente con la preposición a: hemos visto ha vuelo de pájaro… (castillo, 2010, p. 69) corrección: hemos visto a vuelo de pájaro. carlos aún no a venido corrección: carlos aún no ha venido 2. estaríamos hablando de créditos por el orden de 26 al 29 por ciento, que ya son accequibles [...] (nullvalue, 1998, para. 1) según el diccionario de la real academia española (drae), el vocablo accequible no existe. en su lugar, tenemos accesible que significa “de fácil acceso o trato”, y asequible “que puede conseguirse o alcanzarse”. concluimos entonces que el título se referirá mejor a: “… que ya son asequibles”, aun cuando podría también aceptar la acepción accesibles. veamos otro ejemplo: “y, lo más importante, nos recuerda que cuando se abren canales de participación que sean verdaderamente accequibles a la gente y consecuentes con sus necesidades más apremiantes, es posible crear círculos virtuosos entre participación y fortalecimiento de la sociedad civil.” (merchán, 2002, para. 6) en este caso, se debe decir: “…que sean verdaderamente accesibles a la gente…” los vocablos accesible, asequible y accequible (este último inventado por el vulgo) generan frecuente confusión entre los hispanohablantes. por eso recuerde que nuestro profesor es una persona accesible porque está siempre dispuesto a la comunicación, pero los zapatos que usa no son asequibles en el mercado colombiano porque siempre los compra en europa. la monotonía lingüística herrera no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 220 3. el ala que gobierna bogotá ejerce el clientelismo, sin que exista la más mínima vergüenza. (acero, 2009, para. 1) la más mínima corresponde a un oxímoron, es decir, a la combinación de dos palabras con significados opuestos. en algunas ocasiones un oxímoron puede convertirse en un gran recurso poético como en el caso de “un silencio atronador” o en “la clara oscuridad”. sin embargo, la más mínima es una expresión cliché innecesaria que de insistir en su uso, podría darse vía libre para expresiones como la más máxima o la menos máxima. en el caso del titular, así como de muchos enunciados de nuestro discurso cotidiano basta con decir: “no tengo la mínima idea o no tengo la menor idea”. 4. “¿cómo afectarán los tlc al sector automotriz colombiano?” (machado, 2012) automotriz es la forma femenina del adjetivo automotor. para guardar la concordancia de género, el título debería rezar: “¿cómo afectarán los tlc al sector automotor colombiano?, pues sector es un vocablo masculino. ver ejemplos de usos correctos de este adjetivo: industria automotriz sector automotor área automotriz mercado automotor tienda automotriz centro automotor 5. socializan posible tarjeta para el transporte (sánchez, 2012) socializar es una de esas expresiones que se han ido arraigando sin ninguna consideración en el léxico de todos los profesionales, con mayor adoración por parte de nosotros los profesores, y por supuesto, de nuestros estudiantes. quizás la influencia en la acepción actual proviene del vocablo inglés socialize el cual sí corresponde a dar el tratamiento de actividad grupal. el término castellano socializar significa: 1. tr. transferir al estado, o a otro órgano colectivo, las propiedades, industrias, etc., particulares. 2. tr. promover las condiciones sociales que, independientemente de las relaciones con el estado, favorezcan en los seres humanos el desarrollo integral de su persona. (drae, 2001) de acuerdo a estas definiciones, socializar correspondería a la expresión opuesta de privatizar. en el sentido del título se podría recurrir a otros verbos quizás más adecuados al contexto. veamos: presentan posible tarjeta para el transporte dan a conocer la posible tarjeta para el transporte la monotonía lingüística herrera no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 221 analicemos otros casos: los estudiantes socializaron sus respuestas. el director socializó los resultados del último periodo recomiendo: los estudiantes leyeron sus respuestas los estudiantes compartieron sus respuestas el director dio a conocer los resultados del último periodo el director presentó los resultados del último periodo sugiero a los lectores prestar atención al uso frecuente que se le da a este vocablo y encontraran que de acuerdo al contexto habrá siempre una plétora de palabras más adecuadas para emplear como: dar a conocer, compartir, divulgar, leer, presentar, difundir, diseminar, publicar, poner en común, entre otras. 6. “a la interperie” (hernández, 2012) interperie, limosina, telesférico, sinositis, apóstrofe, tortículis y renitis hacen parte del gran listado de palabras que comúnmente escribimos y pronunciamos de manera incorrecta. en su lugar, se debe decir: intemperie, limusina, teleférico, sinusitis, apóstrofo, tortícolis y rinitis. hay que recordar que, de acuerdo con el drae, apóstrofe significa: “dirigir la palabra con vehemencia en segunda persona a una o varias, presentes o ausentes, vivas o muertas, a seres abstractos o a cosas inanimadas, o en dirigírsela a sí mismo en iguales términos”. si nos referimos al signo ortográfico debemos entonces decir apóstrofo. a este apartado se puede agregar round-point, anglicismo de frecuente confusión en cuanto a su pronunciación y escritura. veamos un ejemplo: “en el ron-point del ferrocarril, visible a los cuatro vientos, hay una valla.” (aguirre, citado por cadavid, 2005, p. 95) todas las variantes: ron-point, round-point, rompoi o romboi resultan innecesarias porque nuestra bella lengua cuenta con el diáfano y prístino vocablo glorieta. 7. “la segunda parada permitió a button desplazar provisionalmente a vettel del segundo puesto, quien salió detrás suyo enseguida desde la línea recta de los boxes y… (“fernando alonso gana en alemania y consolida el liderato en la f-1”, 2012, para. 8) la monotonía lingüística herrera no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 222 los adverbios de lugar como delante, detrás, enfrente, dentro, debajo o encima, entre otros, deben estar seguidos por la preposición de y el pronombre objeto: mí, ti, ella, él, nosotros, ustedes o ellos. así, el título debería parafrasearse, si no es posible remplazar el pronombre posesivo suyo por el pronombre objeto. así, pues, se podría decir: “la segunda parada permitió a button desplazar provisionalmente a vettel del segundo puesto, quien lo seguía desde la línea recta de los boxes…” a renglón seguido en el artículo aparece el mismo gazapo: “delante suyo, precisamente, salió otro campeón, el británico lewis hamilton (mclaren), el único piloto que abandonó en la jornada”. recomiendo: “delante de él (también se podría recurrir al nombre, el cual en este caso ya no es vettel sino raikkonen), precisamente, salió otro campeón, el británico lewis hamilton (mclaren), el único piloto que abandonó en la jornada.” otras frecuentes incorrecciones son: carol estaba enfrente mío yo estaba detrás tuyo recomiendo: carol estaba enfrente de mí yo estaba detrás de ti 8. la prueba medirá el nivel de proficiencia en inglés es quizás un error que muy comúnmente cometemos los profesores de inglés, al dejarnos tentar por el vocablo inglés proficiency y el cual equivale a los términos españoles suficiencia o competencia. en el caso de la oración ejemplo, podríamos recurrir a: la prueba medirá el nivel de competencia lingüística en inglés la prueba medirá el nivel de suficiencia en inglés 9. “indeciso, sin lograr nunca una ocupación que le satisfaciera, buscando siempre nuevos horizontes.” (real academia de la historia, 1973, p. 89) el verbo satisfacer puede presentar cierto desafío en cuanto a su conjugación en las formas del pretérito para la tercera persona del singular, así como para el subjuntivo pasado. ejemplifiquemos esta explicación para mayor claridad: la monotonía lingüística herrera no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 223 su argumento me satisfació. yo esperaba que su argumento me satisfaciera. estas oraciones presentan una conjugación defectuosa del verbo satisfacer y por consiguiente se debe decir: su argumento me satisfizo yo esperaba que su argumento me satisficiera. así las cosas, el título debería rezar: “indeciso, sin lograr nunca una ocupación que le satisficiera, buscando siempre nuevos horizontes”. como pauta, puedo sugerir que la conjugación correcta de este verbo en el pasado y en el subjuntivo lleva la vocal i intermedia, así: tabla 2. conjugación del verbo “satisfacer” pretérito o pasado simple imperfecto del subjuntivo yo satisfice yo satisficiera tú satisficiste tú satisficieras él o ella satisfizo él o ella satisficiera nosotros satisficimos nosotros satisficiéramos ellos o ellas satisficieron ellos o ellas satisficieran 10. “de hecho, más del 40 por ciento de las madres ahorra para proporcionarle a sus hijos una carrera universitaria...” (“¿a qué se debe la inconformidad laboral de la mujer colombiana?”, 2012) el objeto del verbo proporcionar es hijos, en la forma plural, por consiguiente el pronombre le debe igualmente ir en plural, así: proporcionarles… analicemos otros ejemplos: “lo que falta decirle a los periodistas sobre el uso de redes sociales” (vargas, 2012) igual que en el anterior ejemplo, el objeto que recibe la acción del verbo decir es periodistas, en forma plural, por consiguiente el pronombre indirecto le debe pluralizarse en les. la monotonía lingüística herrera no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 224 ejemplos de dequeísmo “creo de que de nada valdría hacer un esfuerzo titánico para decirles a los inversionistas que vengan al paraguay cuando desde aquí ellos no van a poder vender sus productos”. (repuesta del gobernador de amambay, paraguay. “solicitaron que el estado compre jeringas de producción nacional”, 2012). “los representantes de los serbios de kosovo y metohia rechazaron de manera categórica la responsabilidad de ese asesinato y exigieron de que eulex investigue sin dilación este caso.” (“los serbios exigen que se libere a jovica miljkovic”, 2012). como se puede observar, basta con decir “creo que de nada valdría” y “exigieron que eulex” sin necesidad de recurrir a la preposición de, la cual no adiciona significado a las oraciones. para constatar si hemos caído en dequeísmo, los lingüistas recomiendan convertir el enunciado en una interrogación. entonces para las oraciones anteriores, podríamos hacer las dos preguntas y decidir cuál es la acertada: ¿qué creo? ¿de qué creo? y responderla, si es necesario: creo que de nada valdría… para la segunda oración, preguntaríamos: ¿qué exigieron? ¿de qué exigieron? y responderíamos de igual manera: exigieron que eulex investigue… ejemplos de queísmo “la gente quiere reelegir a uribe por su pragmatismo eficaz, sin darse cuenta que encarna un modelo de desarrollo del siglo xix.” (ronderos, 2006, para. 1) a pesar que no hubo consenso sobre cuba, la cumbre no fue un fracaso: santos (“a pesar que no hubo consenso sobre cuba. la cumbre no fue un fracaso: santos”, 2012) en los casos anteriores, se suprimió incorrectamente la preposición de en las expresiones “sin darse cuenta de que…” y “a pesar de que no hubo…”. en estas oraciones ejemplos sí se hace necesario el uso de la preposición. como se mencionó anteriormente, el temor a caer en el dequeísmo produjo un barbarismo mellizo: el queísmo. la monotonía lingüística herrera no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 225 conclusiones a través de diferentes ejemplos elocutivos, extraídos de actos comunicativos veraces, he intentado explicar dos tipos de amenazas a la retórica de los hispanohablantes: la repetición de yerros gramaticales y la monotonía lingüística. una veintena o treintena de ejemplos puede constituir la ruta de concienciación para aquellos que hasta el momento se han mantenido distantes del interés por el bien hablar: un patrimonio cultural de todos. con genuina humildad he pretendido lo que seco (1998) tipificaba como “educar lingüísticamente al hombre” (p. xii). solo a través de la sensibilidad para su idioma y mediante el estudio ejemplar, proponía el lingüista, se puede persuadir al hombre de que será más hombre y mejor hombre si usa con mayor exactitud y finura ese prodigioso instrumento de expresar sus ser y convivir con sus prójimos. no obstante, los lingüistas descriptivistas se inclinarían más por la dinámica de las lenguas, especialmente si hablamos de lenguas vivas, y en lugar de señalar el yerro es aceptarlo como una irreprochable realidad lingüística. es irreprochable quizás que los hispanohablantes que no han tenido la oportunidad de tener una instrucción educativa formal o aquellos que por cuestiones de gusto o iniciativa propia no han tenido acceso a información científica o académica infrinjan el lenguaje con el uso reiterado de los yerros aquí descritos. sin embargo, considero reprochable que los académicos, especialmente aquellos que en el uso de sus funciones profesionales cuentan constantemente con un público receptor, persistan en la iteración mecánica de los gazapos así como en las diferentes expresiones de monotonía lingüística previamente ejemplificados. constituye entonces un imperativo académico que los profesionales de todas las áreas del saber aparte de gozar del conocimiento específicoostentemos también el poder de la palabra, lo cual nos permita precisamente compartir los saberes específicos en una manera más eficaz y efectiva. como lo afirmaba el gran defensor del lenguaje, pedro salinas (1995), todo individuo tiene deberes mandatorios e inexcusables con su idioma; y por consiguiente resulta ilícito asumir una posición de indiferencia e inhibición ante su habla. (p. 33) no se pueden desconocer, como ya se expuso a lo largo de este artículo, los invaluables réditos que la elocuencia le aporta al hablante. en este sentido, el equipo de expertos 2100 (1992), en su libro cómo evitar los errores más frecuentes del castellano, sugiere los siguientes beneficios: la monotonía lingüística herrera no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 226 hablar o escribir sin vacilaciones supone un reconocido prestigio social, nos confiere mayor seguridad personal en el momento de expresarnos en público o hacer un escrito, facilita la comunicación y por tanto el logro de nuestros deseos e incluso, favorece el acceso a cualquier tipo de trabajo. (p. 9) ¿debemos entonces luchar por mantener la pureza del lenguaje, como lo plantean los lingüistas prescriptivistas o sencillamente aceptar lo que podría denominarse incorrecciones lingüísticas como realidades diversas y concretas, según los gramáticos descriptivos o lingüistas modernos? queda a voluntad del lector decidir si asume una postura normativa del castellano y conserva la eufonía y la sutileza que lo ha caracterizado o sencillamente continúa con un discurso dinámico y flexible que no repara en la precisión gramatical. si el lector se inclina por la primera opción y toma la información aquí presentada como fundamento discursivo, reconozco ante él o ella la cortedad del cual aún carece y espero en un próximo intento producir un texto que contribuya de manera más profunda y amplia a la ortología española. referencias ¿a qué se debe la inconformidad laboral de la mujer colombiana? 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(2008, enero 17) the power of words. the huffington post. recuperado de http://www.huffingtonpost.com/susan-smalley/thepower-of-words_b_81918.html soca, r. (2011). la lengua: arma de los imperios. recuperado de http:// www.elcastellano.org/ns/edicion/2011/agosto/imperios.html solicitaron que el estado compre jeringas de producción nacional. (2012, 23 de marzo). la nación. recuperado de http://www.lanacion.com. py/articulo.php?edicion=1&sec=21&art=64188 vargas, e. (2012). lo que falta decirle a los periodistas sobre el uso de las redes sociales. recuperado de http://www.clasesdeperiodismo. com/2012/04/14/que-falta-decirle-a-los-periodistas-sobre-el-usode-redes-sociales/ author *leonardo herrera has a b.a. in modern languages from universidad surcolombiana and m.a. in tesol from greensboro college. he is currently working as full-time professor in the department of teacher education at universidad surcolombiana. la monotonía lingüística herrera no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) gist ii semestre 2016-9.indd 34 effects of tasks on spoken interaction and motivation in english language learners1 efectos de las tareas en la interacción oral y en la motivación de aprendices del idioma inglés nubia patricia carrero pérez2* secretaría de educaciónbogotácolombia abstract task based learning (tbl) or task based learning and teaching (tblt) is a communicative approach widely applied in settings where english has been taught as a foreign language (efl). it has been documented as greatly useful to improve learners’ communication skills. this research intended to find the effect of tasks on students’ spoken interaction in english and motivation towards speaking english in the classroom. thirty-five adolescent tenth grade students from a public school in bogota, colombia, participated in the study. they reported positive influence of tasks in their english oral interaction improvement as well as on their motivation towards speaking english in the classroom. keywords: task based learning, tbl, tblt, tasks, spoken interaction, speaking english, motivation, students’ perceptions. resumen el aprendizaje basado en tareas es un método comunicativo ampliamente aplicado en contextos donde el inglés se enseña como idioma extranjero. se ha documentado ampliamente como de gran utilidad para mejorar las habilidades comunicativas de los aprendices. esta investigación pretendió encontrar el efecto de las tareas en la interacción oral en inglés y en la motivación de los estudiantes hacia hablar inglés en el salón de clase. treinta y cinco adolescentes de grado décimo de un colegio público en bogotá, colombia, participaron en el estudio. ellos reportaron influencia positiva de las tareas en el mejoramiento 1 received: july 15, 2016 / accepted: october 13, 2016 2 nupattico@gmail.com gist education and learning research journal. issn 1692-5777. no.13. (july december) 2016. pp. 34-55. carrero no. 13 (july december 2016) no. 13 (july december 2016) 35 de su interacción oral en inglés y en su motivación hacia hablar inglés en el salón de clase. palabras clave: aprendizaje basado en tareas, tbl, tblt, tareas, interacción oral, hablar inglés, motivación, percepciones de los estudiantes. resumo a aprendizagem baseada em tarefas é um método comunicativo amplamente aplicado em contextos onde o inglês se ensina como idioma estrangeiro. tem-se documentado amplamente como de grande utilidade para melhorar as habilidades comunicativas dos aprendizes. esta pesquisa pretendeu encontrar o efeito das tarefas na interação oral em inglês e na motivação dos estudantes para falar inglês na sala de aula. trinta e cinco adolescentes de segundo ano do ensino médio de um colégio público em bogotá, colômbia, participaram no estudo. eles reportaram influência positiva das tarefas escolares no melhoramento da sua interação oral em inglês e na sua motivação para falar inglês na sala de aula. palavras chave: aprendizagem baseada em tarefas escolares, tbl, tblt, tarefas escolares, interação oral, falar inglês, motivação, percepções dos estudantes carrero no. 13 (july december 2016) no. 13 (july december 2016) 36 introduction in the last years there has been a growing interest for the learning of english language in developing countries due to the position it has taken all over the world in many areas of the society development. this fact has provoked recurrent inquiry of applying a method that benefits learners in their communicative skills improvement in the english learning process. specifically, there has been great concern about speaking skill since it is the least practiced in contexts where this language is taught as a foreign language (efl). according to guide 22 of the colombian ministry of national education (2006), “a foreign language is the one which is not used among the immediate or local environment and it can be principally learned inside a classroom where students are generally exposed to the language during controlled class periods” (p. 5). throughout the time, teachers at schools have applied traditional teaching systems focused on grammar learning and on reading / writing processes, leaving aside the progress in listening and speaking skills. jones and hodson (2012) reaffirm this when they point out that “the explicit teaching of speaking and listening has been neglected” (p. 2). however, when the interest is to give more opportunities for oral interaction in the classroom, tbl / tblt is one of the communicative approaches that has granted notorious results in environments where students have little contact with english language (lochana & deb, 2006; mangu, 2008; shintani, 2011; thanh & huan, 2012; yim, 2009). indeed, research acknowledges tbl advantages in issues related to motivation, communication, oral interaction when learning a foreign language (barnard & viet, 2010; naznean, n.d.; plews & zhao, 2010; tabatabaei & atefeh, 2011; xiongyong & moses, 2011). although research highlights the mentioned attributes, it lacks description of the tbl implementation process. the present research intended to find an effective strategy to improve students’ english spoken interaction at a public school where it is taught as a fl. there thus emerged the inquiry about the effect of communicative tasks on adolescent students’ oral interaction and the impact of tasks on their motivation to speak english in the classroom. the questions that guided this study were 1) what is the effect of communicative group tasks on students’ spoken interaction in english as a foreign language? and 2) what is the effect of communicative group tasks on students’ motivation towards speaking english in the classroom? the findings reveal that communicative tasks positively impacted students’ spoken interaction in the fl and were successful effects of tasks on spoken interaction carrero no. 13 (july december 2016) no. 13 (july december 2016) 37 in increasing their motivation towards speaking english when solving them in the classroom. literature review studies by plews & zhao (2010), barnard & viet (2010), xiongyong & moses (2011), jong (2006), chuang (2010), yim (2009), among others, report the application of task based learning approach in public schools, especially in the context of developing countries where english is taught as a fl. most studies refer to issues such as motivation and communication, students’ perceptions, and learning the foreign language. motivation and communication teachers have largely considered tbl / tblt beneficial for increasing students’ intrinsic motivation, participation, and collaborative and communicative skills interaction. in fact, in several studies they highlighted the relationship between motivation and communicative activities (plews & zhao, 2010; barnard & viet, 2010; xiongyong & moses, 2011; jong, 2006; chuang, 2010; tabatabaei & atefeh, 2011). in addition, yim (2009) asserts that teachers believe that having students work together to complete tasks maintain them interested and actively involved. thanh and huan (2012) found that learners were highly motivated when working towards personally meaningful goals and challenging but achievable tasks. students’ perceptions chuang’s 2010 study reports that what students loved most about task based lessons was that they could share and exchange information with their partners; doing exciting interactive group work and creative role-playing also interested them. they liked the feeling of selffulfillment when completing the task and they were keen on learning actively not passively. also, they enjoyed tasks because they were practical and similar to real life situations. some participants pointed out that the task based activities trained not only their oral skills but also their problem-solving and critical thinking skills. another important impression that students report is their preference for tbl instead of traditional methods (thanh & huan, 2012). in this study, students showed interest in learning english, effects of tasks on spoken interaction carrero no. 13 (july december 2016) no. 13 (july december 2016) 38 were highly motivated by tasks, and were encouraged to participate in doing tasks because “classes are full of activities and play” (lochana & deb, 2006, p. 156). students also had a more positive attitude towards learning english (yim, 2009). they stressed the role of small group work through learning language in context, and they liked the opportunities for contributing to the group (than & huan, 2012). learning the foreign language naznean’s (n.d.) study found that tbl provides a variety of learning opportunities for students of all levels and capabilities. plews and zhao (2010) also found that tbl integrates the development of language skills and learning strategies, and that it establishes relevance for students’ needs. xiongyong and moses (2011) discovered that tbl provides a relaxed atmosphere that promotes target language use, the activation of learners’ needs as well as skills interaction. besides, a correct execution of tbl seemed to comply with the acquisition of knowledge as regards the four language skills on the basis of social interaction. on the contrary, choo and too (2012) detected lowlevel students’ inability to cope with tasks, and only students with higher proficiency were able to reach the goal. to the contrary, in another study, tasks tended to hold bright students back (jong, 2006). lochana and deb (2006) observed that students started talking in english and using it for various purposes. also they assert that some students expressed improvement in their writing skills because of the feedback they received from the teacher and the challenging nature of tasks given to them. moreover, other studies report that teachers observed greater confidence in their students in speaking (yim, 2009) and increased vocabulary, likely due to the utilization of tblt (thanh & huan, 2012). some other teachers reported that tblt allowed learners to achieve greater accuracy of performance and to produce more complex language and fluency (mangu, 2008). in the study carried out by tabatabaei and atefeh (2011), teachers highlighted the variety of language teaching methodologies and the creative, lively and collaborative learning environment that made the betterment of learners’ interaction skills possible. shintani’s research (2011) showed that tbl lessons achieved interactional authenticity and provided opportunities for negotiation of meaning, which is presumably profitable for acquisition. some studies at public schools in colombia perceived tbl’s suitability for encouraging efl oral interaction. gonzález and arias (2009) found that “students negotiated meaning when interacting and effects of tasks on spoken interaction carrero no. 13 (july december 2016) no. 13 (july december 2016) 39 this permitted them to take advantage of communicative tbl activities to express what they wanted to say spontaneously” (p.7). forero (2005) states that when solving tasks “the students interacted among themselves or with the teacher in most of the cases” and that “students practiced the language and improved their oral skill, although many of them had several problems with grammar and sentence building” (p.76). despite the advantages found and the fact that tblt emphasizes students’ freedom to use the language they have when developing tasks, other teachers expressed concerns about students’ modest target language proficiency and use, and the uncertainty about the role of grammar (plews & zhao, 2010). barnard and viet (2010) also found that teachers stressed the need for their students to produce language correctly in terms of grammar, vocabulary and pronunciation. jong (2006) discovered that the majority of the teachers perceived that students generally had difficulty expressing their ideas in full sentences, or finding words and structures to express meaning. teachers stated that the reason was the lack of knowledge in grammar and vocabulary, and tblt’s ineffectiveness in terms of grammar instruction. additionally, more than a half of the teachers in this study showed some negative response regarding tbl’s integration of language skills in the classroom. methodology research design the proposed methodology for this project was based on the principles of qualitative research that pretends to describe and to interpret social realities, involves the researcher in the real setting, and lets the researcher observe evident situations to explore tendencies and recurrent behaviors over time (cohen, manion & morrison, 2007). the study sought to find the effect of communicative group tasks on the students’ spoken interaction in english and on the motivation towards speaking the foreign language in the classroom. to know this effect, an action research methodology was proposed as it emphasizes finding solutions to a problem through an intervention planning, implementation, reviewing, and evaluation (cohen et al., 2007). a triangulation of methods of data collection were suggested since campbell and fiske affirm that it corresponds to the use of more than one method in the search of solutions for given objectives (as cited in cohen et al., 2007). cohen, et al. (2007) also ratify that triangulation gives great confidence to the researcher by more contrasted methods. effects of tasks on spoken interaction carrero no. 13 (july december 2016) no. 13 (july december 2016) 40 when attempting to improve oral interaction in the fl, there are variables found in the literature: the relevance of creating opportunities, like tasks, for using the foreign language for speaking purposes and the motivation that learners experiment when participating actively in such opportunities. although the literature sets these variables among others, it does not detail specific procedures to be applied. consequently, the proposed data collection sought to find the effect of communicative group tasks on students’ spoken interaction in english and on the motivation towards speaking it in the classroom. setting and participants this research took place at a public school located in the country sur neighborhood of bogota, colombia. it serves students from lower income families. it is a large school covering about 4,900 students in morning and afternoon shifts. it offers school grades from pre-school through 11th grade. the school has inter-institutional agreements with three institutions for technical programs for 10th and 11th graders. students in the study were tenth graders and belonged to the afternoon shift 1003 class. there were 24 girls and 12 boys, ages 14 to 17. english is taught as a foreign language with two sessions weekly of two academic hours each. there are audio or visual resources available for teachers to use during lesson development but not all the english teachers can access to them. teachers at public schools are not allowed to ask students to purchase textbooks or other materials for classes and the school library lacks of resources for english teaching and learning. because of this and because of the large class sizes, listening and speaking are the least worked skills. data collection instruments to gather information that gave answers for the research questions, three qualitative techniques were applied: test, observation, and interview. test. for the present study, an oral domain referenced test was applied to ten students before and after the intervention. students were selected according to their performance and participation during previous english lessons: four outstanding students, three average students, and three students who show low performance. the test consisted of an oral interview in english, in which the questions ranged from easier to more challenging related to information about personal and education domains. students who could continue to respond to basic effects of tasks on spoken interaction carrero no. 13 (july december 2016) no. 13 (july december 2016) 41 questions received more challenging questions. students who were unable to respond to basic questions or more difficult questions did not receive more questions to answer. the purpose of the test was to assess whether students’ speaking interaction domain corresponded to a2 scale established by the common european framework of reference (council of europe, 2001) which states that at this level language users: can understand sentences and frequently used expressions related to areas of most immediate relevance (e.g. very basic personal and family information, shopping, local geography, employment). can communicate in simple and routine tasks requiring a simple and direct exchange of information on familiar and routine matters. can describe in simple terms aspects of his / her background, immediate environment and matters in areas of immediate need. (p. 24) observation. for this research, observation through field notes and video recordings registered information of the students’ oral interaction during ten sessions in which they were solving different communicative tasks according to the ones proposed by jane willis in her task-based learning framework (1996). this instrument purposefully observed whether students used the foreign language, how they interacted when solving the tasks, and how motivated they seemed towards using english. interview. a five question interview in spanish language was given to ten students at the end of the intervention; these ten students were the same ones selected for the test. questions included inquiring about their opinion on tasks, how they perceived their interaction and motivation towards speaking in english, how they felt when solving tasks, and what tasks they liked most and why. the purpose of this interview was to know how the intervention affected students’ motivation at solving tasks and towards speaking english in the classroom. data analysis and interpretation collected data were analyzed through the following methods: exploratory data analysis for preand post-test, and content analysis for classroom observations and interview. preand post-test analysis. ten students were asked to participate in a speaking interaction test which pretended to assess whether students speaking interaction domain corresponded to a2 scale established by the common european framework of reference (council of europe, 2001). effects of tasks on spoken interaction carrero no. 13 (july december 2016) no. 13 (july december 2016) 42 students were selected according to their performance and participation during previous english lessons: four outstanding students, three average students, and three students who showed low performance. each student was separately required to answer twenty questions related to information about personal and educational domains. if the student was able to respond to basic questions or more difficult ones, he / she was given more challenging questions; on the other hand if the student was not able to answer some questions, he / she was not given any more questions. for the test (pre and post) a rubric was created, based on the cefr a2 scale. in this rubric there are three levels of classification: proficient a2 user, adequate a2 user, and user is below a2, which correspond to the number of questions correctly answered and the way they were answered. in this study “correct” means that the student was able to give appropriate answers for the questions by a word, an utterance or a complete sentence. ten questions were asked about personal domain (family, friends, hobbies, sports, favorite music / singers / bands, daily activities) and ten more were asked about educational domain (school: actions, parts / places, friends, favorite subjects / teachers, feelings). the number of correct answers given by each student, in the preand post-test, were totalized into a grid and then tabulated through an excel data base. the data were entered and then analyzed using exploratory data analysis since it is a form of analysis in which data are descriptive, self-explanatory, and can be simply understood (cohen, et al., 2007). bar charts were created to see the total of each student’s correct answers, the average of correct answers given by all students, and the percentage of students classified in each one of the rubric levels. classroom observations and interview analysis. information collected from classroom observations and the interview was analyzed through content analysis. in accordance to cohen et al. (2007), “content analysis takes texts and analyses, reduces and interrogates them into summary form through the use of both pre-existing categories and emergent themes in order to generate or test a theory” (p. 476). in this research, content analysis was initiated after all classroom observations and interviews were carried out and transcribed. units of analysis were selected and condensed as categories, then a code was assigned for each one of them. category descriptions were displayed in a chart and relevant findings were summarized combining the results from both the classroom observations and interview. effects of tasks on spoken interaction carrero no. 13 (july december 2016) no. 13 (july december 2016) 43 classroom observations corresponded to each one of ten class sessions which included two or three communicative tasks or processes such as classifying, matching, ordering, comparing, draft mind map, jigsaw puzzle, and sharing personal experience. topics for tasks were related to personal domain (family, friends, hobbies, sports, favorite music / singers / bands, daily activities) and to educational domain (school: actions, parts / places, friends, favorite subjects / teachers, feelings). questions in the interview included the students’ opinion about the communicative tasks, their perception about the tasks usefulness to improve oral interaction and motivation to speak in the foreign language, what tasks were preferred by them and why, and how students felt at solving tasks. results the results obtained from data analysis provide support to this study’s hypotheses. in terms of oral interaction in the foreign language, the post-test results indicate an increase in the percentage of correct answers as well as in the percentage of students classified as adequate a2 user or proficient a2 user, according to the rubric created. observation results indicate that the use of english language was obvious when solving tasks, particularly at the “sharing personal experience” task. with regards to motivation towards speaking english in the classroom, observation results demonstrate an active and spontaneous participation of students, as well as the students’ effort to use the foreign language when sharing information. these results also reveal that students consider communicative tasks as important since they promote interaction and motivation towards speaking english in the classroom. gains in english proficiency based on preand post-test in general, data from the preand posttest indicate that students’ level of english improved in the period of ten weeks of carrying out task-based lessons in the classroom. test results show that students were able to answer twice as many questions correctly on the post-test than on the pre-test. figure 1 shows the results of pre and post-test in respect of the average percentage of correct answers given to the twenty questions. the pre-test bar graph effects of tasks on spoken interaction carrero no. 13 (july december 2016) no. 13 (july december 2016) 44 shows an average of 5,5 correct answers while post-test bar graph shows an average of 11,8 correct answers. figure 1. pre and post-test number of correct answers. figure 2 shows the percentage of students who were classified as below a2 user and the percentage of students who were classified as adequate a2 user or proficient a2 user, in respect of correct answers given in the pre and post-test, according to the rubric. it can be observed that in the pre-test, 90% of the ten students were classified as user is below a2 and 10% of the ten students were classified as adequate a2 user or proficient a2 user. in the post-test, 40% of the ten students were ranked as user is below a2 and 60% were classified as adequate a2 user or proficient a2 user. figure 2. pre and post-test spoken interaction level effects of tasks on spoken interaction carrero no. 13 (july december 2016) no. 13 (july december 2016) 45 figures 3 and 4 show the number of students classified in each one of the three levels of the rubric in respect of the results in the pre-test and the post-test. figure 3 shows that in the pre-test, 9 students were ranked as user is below a2, none student was classified as adequate a2 user, and only 1 student was classified as proficient a2 user. figure 4 shows that in the post-test the number of students ranked as user is below a2 decreased to 4, 2 students were classified as adequate a2 user, and 4 students were ranked as proficient a2 user. figure 3. pre-test spoken interaction figure 4. post-test spoken interaction. figure 5 shows the number of correct answers given by each student in the preand post-test. it can be seen that the number of correct answers increased in the post-test for all students when compared with the results in the pre-test. effects of tasks on spoken interaction carrero no. 13 (july december 2016) no. 13 (july december 2016) 46 figure 5. total of answers given by each student in both the pre-test and post-test tasks promoting free spoken interaction in general, it was possible to observe that when students were solving communicative tasks, they interacted freely and spontaneously in the foreign language, used the vocabulary, asked, or answered without worrying about making mistakes. students helped each other with pronunciation, vocabulary, or how to answer. particularly, outstanding students were frequently consulted: “let’s ask elkin, he knows. elkin, is husband ‘esposo’? yes, it is,.”3 “-karen, what is leather craftsman? –i think it is related to making things using leather,.”4 “hairdresser? ah my mom ‘es’ a hairdresser –you don’t say ‘es’, you must say ‘is’ –so, my mom is a hairdresser.” 5 students said english words while solving the tasks, for example “postman corresponds to jobs or professions,”6 “this is the image for watch tv,”7 “intelligent positive qualities.” when giving answers to questions, students did not worry about structuring sentences, just using the vocabulary “falcao, messi soccer players,” “free time swim, watch soap operas,” “tteacher economy arrogant.” outstanding students tried to respond saying some more structured sentences like “on holidays drink beer with friends, play billiards y go to concerts with they,” “at school, study for tests,” “i learning play trumpet.” 3 “preguntémosle a elkin, él sabe –elkin, husband es esposo? –sí.” 4 “karen, qué es leather craftsman? –creo que tiene que ver con hacer cosas en cuero.” 5 “hairdresser? ah entonces mi mom es hairdresser –no dices ‘es’, dices ‘is’ –entonces mi mom is hairdresser.” 6 “postman va en jobs o professions” 7 “esta es la imagen de watch tv” effects of tasks on spoken interaction carrero no. 13 (july december 2016) no. 13 (july december 2016) 47 tasks as motivation to use the foreign language it was also noticed that when working on most tasks, a great deal of students used both spanish and english language, but when participating in “sharing personal experience” task, students struggled using the foreign language. students used the native and the foreign language when sharing experiences or anecdotes as well as when describing images or confirming vocabulary. for example it was heard “that’s go swimming because the man is swimming,”8 “the three groups must be genre, instruments, and singers / bands,”9 “study for tests corresponds to actions as well as talk to friends,”10 “arrogant, oops! negative quality –yes, like economy teacher,”11 “lazy is ‘perezoso’, isn’t it? –haha like social studies teacher.”12 . when participating in “sharing personal experience” task, students used spanish but incorporated english words: “i live with my mother, i also live with my father and sister,”13 “in my free time, i play soccer and my parents sometimes take me to play bowling, bowling? at ‘salitre’ coliseum lanes, near ‘simon bolivar’ park.”14 students’ perceptions about tasks in general, students reported in the interviews (in spanish) that communicative tasks are excellent, interesting, and practical since they are different from traditional lessons. they motivate students to speak in english, promote participation, are a useful tool to learn the foreign language, help develop speaking and listening skills, as well as creating the need to talk without worrying about accuracy. when asked about their opinion it was affirmed that tasks “are cool because we changed things we were doing,”15 “they make us interact,”16 “they are different from current english lessons,”17 “they are more practical than theoretical things.”18 8 “eso es go swimming porque el señor está nadando.” 9 “los tres grupos deben ser genre, instruments y singers / bands” 10 “study for tests va en actions, también talk to friends” 11 “arrogant, uy negative quality –sí como el professor de economía” 12 “lazy es perezoso, cierto? –hahaha como la teacher de social studies” 13 “yo live con mi mother, también live father, sister” 14 “in mi free time, soccer player y algunas veces mis papás me llevan a jugar bolos, bowling? in lanes coliseum cerca del park simon bolivar”. 15 “son chéveres porque cambiamos lo que llevábamos haciendo” 16 “nos hacen interactuar” 17 “son diferentes de las clases de inglés que se hacen” 18 “son más prácticas que teóricas” effects of tasks on spoken interaction carrero no. 13 (july december 2016) no. 13 (july december 2016) 48 about the statement that tasks promote students’ interaction, some students said that “everybody participated,”19 “there were people that before were not interested but during these lessons there were many people that participated,”20 “as everybody saw each other talking in english, they were not worried about people’s comments,”21 “one did not any more feel ashamed for participating.”22 when talking about the usefulness of tasks, students stated that “i liked when we saw videos because we learn to listen,”23 “speaking is the best way to learn another language,”24 “they were useful to us learn how to talk more in english,”25 “they help us to improve our vocabulary a lot,”26 “i think before of this i hadn’t been able to talk and to answer in such a way.”27 students also affirmed that tasks create a need to talk freely “here, everybody talked without feeling ashamed, they needed to talk,”28 “there were people that dared to speak no matter if that was wrong,”28 “many students dared to talk despite pronunciation was not good.”29 students’ preferred tasks it was also affirmed that students preferred tasks related to motivating topics or those which represent a challenge to be solved. about motivating topics it was said that “i liked when we talked about our hobbies, about our favorite music,”31 “i liked so much the free time video,”32 “i liked all activities because they were about topics that called our attention,”33 “when we were organizing actions that you 19 “todas las personas participaban” 20 “hubo personas que antes no se interesaban pero en esas clases había mucha gente que participaba” 21 “como veían a todos hablando en inglés, no se preocupaban del qué dirán ni nada de eso” 22 “a uno ya no le daba pena participar” 23 “me gustó cuando vimos videos porque se aprende a oir” 24 “la forma oral es como la mejor forma de aprender otro idioma” 25 “sirvieron para que uno aprendiera a hablar más en inglés” 26 “nos ayudan a mejorar mucho nuestro vocabulario” 27 “creo que antes de esto no hubiera sido capaz de hablar y dar respuestas así” 28 “acá todos hablaban sin que les diera pena, se veían en la necesidad de hablar” 29 “había gente que se atrevía a hablar así estuviera mal” 30 “muchos se lanzaron a hablar así no estuviera bien la pronunciación” 31 “me gustó cuando hablamos de nuestros pasatiempos, sobre nuestra música favorita” 32 “me gustó mucho la del video del free time” 33 “me gustaron todas las actividades porque tenían temas que a uno le llamaban la atención” effects of tasks on spoken interaction carrero no. 13 (july december 2016) no. 13 (july december 2016) 49 displayed on the tv.”34 when referring to tasks like jigsaw puzzle or mind maps, students affirmed that “i liked the one about the words we knew, when the mind map,”35 “the jigsaw puzzle, the one about the school map because we had to set pieces,”36 “the jigsaw puzzle and the mind map because we had to think a lot, look carefully, not doing wrong,”37 “they help us to think through doing, organizing sentences, organizing images, joining parts.”38 conclusions this study attempted to establish the effect of communicative group tasks such as classifying, matching, ordering, comparing, draft mind map, jigsaw puzzles, and sharing personal experience, on students’ spoken interaction in english as a foreign language, and the effect of these tasks on students’ motivation towards using english language to communicate in the classroom. the findings provide support to the literature reviewed and allow to conclude that there was a positive impact of communicative group tasks on students’ speaking skills, and that these tasks promoted free and spontaneous oral interaction among students when solving them. the tests in this study made it possible to conclude that students improved their english spoken interaction and interviewed students appreciated tasks as a useful tool for getting that improvement. this conclusion is consistent with some assertions reviewed in the literature including plews and zhao (2010), who state that tasks integrate the development of language skills and are beneficial for increasing students’ communicative skills. yim (2009) also affirms that participants achieve confidence in speaking, and a study by tabatabaei and atefeh (2011) also asserts that tasks help learners’ interaction skills improve. chuang’s (2010) study demonstrates that participants feel that tbl activities train their oral skills as well as problem solving and critical thinking skills. this is re-affirmed in the present study when students reported that solving tasks strengthened these skills because 34 “cuando estábamos organizando las acciones que nos colocabas en el televisor” 35 “me gustó la de las palabras que sabíamos cuando el mind map” 36 “la del rompecabezas del plano del colegio porque tocaba organizar las fichas” 37 “la del rompecabezas y la del mind map porque teníamos que pensar muchísimo, mirar bien, no equivocarnos” 38 “lo ayudan a uno a pensar haciendo, armando oraciones, organizando imágenes, uniendo las partes” effects of tasks on spoken interaction carrero no. 13 (july december 2016) no. 13 (july december 2016) 50 they involved processes such as thinking through doing, matching words or sentences to images, grouping vocabulary, solving jigsaw puzzles or mind maps, organizing and joining parts, among others. naznean’s (n.d.) study concluded that tbl provides variety of learning opportunities for students no matter their level or capability. the current research permitted to observe that all students, outstanding and weaker, participated actively when solving the tasks and tried to do their best when using english, particularly in “sharing personal experience” tasks. these findings contradict choo and too (2012), who stated that teachers detected that low-level students were not able to cope with tasks and that only outstanding students were able to achieve the goals. studies such as the ones of ilin, inozu and yumru (2007) and xiongyong and moses (2011) state that tasks facilitate the communicative practice of language items and provide a relaxed environment that promotes the target language use, the activation of learners’ needs and skills interaction. this can be concluded from the present study as well since it could be observed that students struggled using the foreign language and helped each other with pronunciation, vocabulary or how to answer. many students, freely and spontaneously, dared to use the vocabulary, asked, or answered despite their mistakes. besides, interviewed students stated that tasks created a need to talk freely, helped to improve their vocabulary, and that these activities were useful to talk more in english language. the reviewed literature and the current study permit to conclude that tasks’ characteristics such as group interaction, nature of topics, and types, greatly influenced the students’ motivation and participation towards speaking english in the classroom. with respect to group interaction, yim (2009) stated that having students working together allows them to stay interested and actively involved. chuang (2010) affirms that the thing that students liked most about tasks was that they could share and exchange information with their partners. plews & zhao (2010), barnard & viet (2010), xiongyong & moses (2011), jong (2006), chuang (2010), and tabatabaei & atefeh (2011) highlighted the benefit of tasks for increasing students’ intrinsic motivation, participation, and collaborative learning. tabatabaei & atefeh (2011) also considered that tasks promote a creative, lively, and collaborative learning environment. in the present study, students expressed that they liked helping each other for language items or those related to tasks solving, and that tasks are better if they are solved with friends. effects of tasks on spoken interaction carrero no. 13 (july december 2016) no. 13 (july december 2016) 51 besides, it could be noticed that students liked sharing information and that there was cooperation of students for solving the different tasks. regarding the nature of topics and type of tasks, thanh and huan (2012) affirm that learners were highly motivated when working towards personally meaningful goals and challenging but achievable tasks. in the present study, students expressed that they liked tasks related to motivating topics such as hobbies, music, friends, and school among others. students also manifested that they preferred tasks which represented a challenge to be solved like jigsaw puzzles or mind maps. in terms of participation and motivation towards speaking english, chuang (2010) states that students are keen on learning actively not passively. yim (2009) affirms that students display more positive attitudes towards learning english. choo and too (2012) assert that teachers reported having improved classrooms dynamics and observed effective team work, social interaction and lively atmosphere in the classroom. this study allowed to observe that tasks promoted interaction, and every student wanted to participate without feeling ashamed. interviewed students expressed that the tasks motivated them to speak english and that they promoted active participation. these two studies dissent from yim (2009) and chuang (2010) among others, in which teachers expressed negative perceptions related to classroom management when solving tasks because of the noise that they were not able to control. finally, it can be concluded from the present study that tasks motivate students to speak in english since they are different from traditional lessons and because they are practical. this is in accordance with thanh and huan (2012)’s study, which asserted that students preferred tbl instead of traditional methods. the present study offers information about the effect of communicative tasks on students’ spoken interaction in english and on their motivation towards speaking english as a fl in the classroom. however, there are some undesirable conditions that should be considered. the development of oral tasks in the classroom implied a noisy environment, but this was also intensified by external noise from outside the classroom that sometimes affected the lesson development. there were some limitations related to the availability of audio visual devices since in some opportunities it was too difficult to access to them. consequently, the order of the planned tasks had to be modified or they had to be postponed. occasional unplanned school activities negatively interfered with the continuity of some lessons and again they had to be restarted or completed afterwards. it would have been profitable to effects of tasks on spoken interaction carrero no. 13 (july december 2016) no. 13 (july december 2016) 52 develop these communicative tasks with students belonging to other classes, but it was not possible because the large number of students in each class would have implied the creation of more resources in not enough time. in a subsequent research, some points could be considered as the ones related to the continuity of this project, the inclusion of tasks in wider lesson plan methodologies like ubd or ganag, the implementation of tasks for other communicative skills, as well as the creation of resources according to school grades, students’ ages, and their topics of interest. effects of tasks on spoken interaction carrero no. 13 (july december 2016) no. 13 (july december 2016) 53 references barnard, r., & viet, n.g. 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(2006, october). estándares básicos de competencias en lenguas extranjeras: inglés. retrieved from: h t t p : / / w w w . mineducacion.gov.co/1759/articles-115174_archivo_pdf.pdf council of europe, (2001). common european framework of reference for languages: learning, teaching, assessment. cambridge: cambridge university press. forero rocha, y. (2009). promoting oral interaction in large groups through task-based learning. profile issues in teachers’ professional development, 6(1), 73-81. gonzález humanez, l., & arias rios, n. (2009). enhancing oral interaction in english as a foreign language through task-based learning activities. latin american journal of content & language integrated learning, 2(2). doi:10.5294/laclil.2009.2.2.10 ilin, g., inozu, j., & yumru, h. (2007). teachers’ and learners’ perceptions of tasks: objectives and outcomes. journal of theory and practice in education, 3(1). 60 -68. jones, d., & hodson, p. (2012). unlocking speaking and listening. london: routledge/taylor and francis group. effects of tasks on spoken interaction carrero no. 13 (july december 2016) no. 13 (july december 2016) 54 jong, i. j. (2006). efl teachers’ perceptions of taskbased language teaching: with a focus on korean secondary classroom practice. asian efl journal, 8(3), 192 -206. lochana, m., & deb, g. (2006). task based teaching: learning without tears. asian efl journal, 8(3), 140164. mangu, l. (2008). the effect of tblt methodology on students’ oral performance in their primary settings in guandong. celea journal, 31(1), 15 26. nahavandi, n., & mukundan, j. (2012). taskbased language teaching from teachers’ perspective. international journal of applied linguistics & english literature, 1(6), 115120. naznean, a. 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(2011). task based language teaching versus traditional production based instruction: do they result in different classroom processes? university of sidney papers in tesol, 6, 97 120. tabatabaei, o., & atefeh, h. (2011). iranian efl teachers’ perceptions of task based language pedagogy. canada higher education of social science, 1(2), 1 9. effects of tasks on spoken interaction carrero no. 13 (july december 2016) no. 13 (july december 2016) 55 thanh, l., & huan, n. (2012). task-based language learning and student motivation in vocabulary acquisition. language education in asia, 3(1), 106120. willis, j. (1996). a framework for task based learning. new york: longman. xiongyong, c., & moses, s. (2011). perceptions and implementation of taskbased language teaching among secondary school efl teachers in china. international journal of business and social science. 2(24), 292302. yaman, s., & esen, g. (2012). an investigation of efl teachers’ perception: task based language teaching. ijess international journal of education and social sciences, 2 (1). yim, s. s. (2009). south korean teachers’ perceptions of tblt. tesol journal, 2949. author *nubia patricia carrero pérez received her ba in english and spanish from the technological and pedagogical university of colombia and her specialist degree in bilingual education from the institución universitaria colombo americana, única, both in colombia. she has been a teacher of english as a foreign language for more than 20 years at public and private educational institutions where she has also directed curricular processes. nubia patricia is currently affiliated with the secretaría de educación de bogotá. effects of tasks on spoken interaction carrero no. 13 (july december 2016) no. 13 (july december 2016) 157 distance education for efl teachers: perceptions of learner support1 educación a distancia para docentes de inglés como lengua extranjera: percepciones sobre el apoyo al estudiante ruth roux, nelly paulina trejo guzmán and elsa fernanda gonzález2* universidad autónoma de tamaulipas, méxico abstract this article reports the findings of a qualitative study exploring in-service efl teachers’ perceptions of the learner support resources provided to them while they were taking a teacher research distance course. findings indicate that students valued videoconferencing technology because it facilitated interacting with adviser, peers and instructor to get academic assistance, a different perspective on their work, enthusiasm, and feedback, as well as opportunities to confront ideas and to share feelings. the course management system was perceived as highly beneficial to their learning because of the amount and variety of support resources, and the multidimensional learning it promoted. results may help language teacher educators interested in enhancing the quality of research courses, web-based course developers involved in providing learner support, and researchers engaged in teacher research and distance education. keywords: teacher education; distance learning; foreign languages; higher education; teaching resumen este artículo presenta los resultados de un estudio cualitativo que explora las percepciones de un grupo de docentes de inglés en servicio, sobre los recursos de apoyo en un curso de investigación a distancia. los hallazgos indican que los estudiantes valoraron la tecnología de videoconferencia debido a que 1 received: august 5, 2014 / accepted: october 16, 2014 2 rrouxr@uat.edu.mx, ntrejo@uat.edu.mx, efgonzález@uat.edu.mx gist education and learning research journal. issn 1692-5777. no. 9, (julydecember) 2014. pp. 157-178. interaction in a blended learning environment no. 9 (july december 2014) no. 9 (july december 2014) 158 ésta les permitió interactuar con el asesor, los compañeros, e instructor para obtener apoyo académico, conocer una perspectiva distinta sobre su trabajo, recibir retroalimentación, motivación, así como una oportunidad para debatir ideas y compartir sentimientos. los docentes consideraron la plataforma de administración del curso sumamente beneficiosa para su aprendizaje debido a la cantidad y variedad de recursos de apoyo y el aprendizaje multidimensional que ésta fomentó. los resultados pueden ser de utilidad para los formadores de profesores de inglés que deseen mejorar la calidad de sus cursos de investigación, los diseñadores de cursos en línea que quieran implementar apoyos para el aprendizaje, y para los investigadores interesados en desarrollar docentes investigadores y educación a distancia. palabras clave: formación de profesores, educación a distancia, lenguas extranjeras, educación superior, enseñanza resumo este artigo apresenta os resultados de um estudo qualitativo que explora as percepções de um grupo de docentes de inglês em serviço, sobre os recursos de apoio em um curso de pesquisa a distância. as descobertas indicam que os estudantes valoraram a tecnologia de videoconferência pelo que a mesma lhes permitiu interagir com o assessor, os colegas e o instrutor, para obter apoio acadêmico, conhecer uma perspectiva diferente sobre o seu trabalho, receber retroalimentação e motivação, bem como uma oportunidade para debater ideias e compartilhar sentimentos. os docentes consideraram a plataforma de administração do curso sumamente favorável para a sua aprendizagem, devido à quantidade e variedade de recursos de apoio e a aprendizagem multidimensional que a mesma fomentou. os resultados podem ser de utilidade para os formadores de professores de inglês que desejem melhorar a qualidade dos seus cursos de pesquisa, os desenhistas de cursos em linha que queiram implementar apoios para a aprendizagem, e para os pesquisadores interessados em desenvolver docentes pesquisadores e educação a distância. palavras chave: formação de professores, educação a distância, línguas estrangeiras, educação superior, ensino distance education for efl teachers roux, trejo & gonzález no. 9 (july december 2014) no. 9 (july december 2014) 159 introduction distance education offers potential advantages for teacher training because it can help us satisfy the large demand of efl teachers. it is economically efficient, and teachers can study when and where it is convenient for them. a crucial component of distance education is the learner support it offers (farajollahi & moenikia, 2010; mcloughlin, 2002; oliver, 2001; oliver & herrington, 2003). learner support focuses on providing learners with the assistance they need to achieve their desired outcomes. tait (2003) defines learner support as the range of services and resources that facilitate and enhance distance learning. traditionally, learner support has been identified as being a completely different set of activities from those associated with course production. however, in the implementation of distance learning, this distinction does not always hold and the line between the two sets of activities has become more blurred (thorpe, 2003). a distance course may consist of no more than a syllabus and a reading list, with the content being created through interaction between learners and course facilitator. on the other hand, a distance course may offer a range of aids that promote its effectiveness. the choice of what is offered depends on the values, educational philosophy, resources available, learner characteristics and needs, and type of course or program. research can help us to continually reflect on the rationale for our distance education practice, as it evolves. an important question to ask in this case is whether learner support resources actually accomplish what we have designed them to do. this study focused on the perceptions of 18 in-service mexican efl teachers of elementary, middle school and high-school, while they were taking a teacher research course that was part of a distance undergraduate program. the aim was to investigate their views on the learner support resources provided through a commercial course management system, and the extent to which they considered that distance education technologies had helped or not their learning. the research questions that the study aimed to respond are the following: 1. what forms of learner support are more valued by the participants? 2. to what extent does videoconferencing technology facilitate their learning? 3. to what extent does videoconferencing technology hider their learning? distance education for efl teachers roux, trejo & gonzález no. 9 (july december 2014) no. 9 (july december 2014) 160 4. to what extent does the course management system facilitate their learning? 5. to what extent does the course management system hinder their learning? answers to these questions are expected to contribute to our knowledge about learner support, help language teacher educators enhance the quality of the distance courses they teach, and benefit distance course developers involved in providing learner support resources. literature review distance education and efl teachers distance education has been defined as “institution-based, formal education where the learning group is separated, and where interactive telecommunications systems are used to connect learners, resources, and instructors” (schlosser & simonson, 2010, p. 1). an essential component of this definition is that some form of interactive telecommunications must be available for students to interact with each other, with the teacher, and with the learning resources. telecommunication means communicating at a distance, which does not necessarily involve the use of electronic media, but can include other forms of non-electronic communication such as the postal system, telephone or fax. the means by which education is accomplished in most distance programs are videoconferencing, web-based communications, and audio-conference technologies, or any combination of electronic communication and course management tools. instruction may be delivered with students and teachers communicating in real time (synchronously) or at different times (asynchronously), or a combination of the two. videoconferencing technology brings together –synchronously, visually, and aurallyteachers and students otherwise separated geographically. the medium has many benefits: it provides remote access to expert input, which is academically advantageous for learners; it is economically efficient for institutions; and compared to other methods of distance education, it has benefits in terms of real-time interaction, immediacy, motivation and collaboration (bates, 2005). videoconferencing technology as a teaching tool also presents challenges, mainly related to flexibility and pedagogy. a fundamental problem of videoconferencing is that when technology fails, there is no alternative that can be used immediately. also, videoconference distance education for efl teachers roux, trejo & gonzález no. 9 (july december 2014) no. 9 (july december 2014) 161 technology restricts the autonomy of the learner. unlike online courses which allow users to access materials whenever they wish, students need to be present at the videoconferencing site, at a set time, to access the class coming from another location. the quality of interaction in the videoconferencing medium can be another problem. interaction through a screen is often of a social rather than a cognitive nature. social interaction is considered essential to support learning but not enough to promote learning (knipe & lee, 2002). videoconferencing technology is generally combined with web-based technologies such as course management platforms. one of those platforms is blackboard, a commercial product for online course delivery commonly employed by colleges and universities. the course environment in blackboard is designed by the instructor to include syllabus information, course content materials, discussion forums, blogs, and assignment instructions, with submission links, group projects, and e-mail. tracking-data are collected by the course management system and a printable history of the data is available to the instructor throughout the course. mexico has a long history of distance education. the use of radio for adult literacy programs goes as early as 1934. at present, there are distance programs for primary, secondary and tertiary education. a study that involved 123 institutions of higher education in mexico (anuies, 2000), indicates that 85% of the universities offer distance programs using satellite networks (42%), videoconferencing systems (26%), computers (24%) and radio (8%) to deliver courses. information is transported through the use of ip (40%), isdn (22%), frame relay and dial up (13%), and cable (12%). this infrastructure has allowed the delivery of approximately 66 programs that contribute to improving the quality of courses (81%), diversifying learning environments (79%), increasing opportunities for disperse students (66%), reducing costs for students (58%), reducing class time (46%), reducing costs for the institutions (36%), and increasing enrollment (23%). almost half of the students who attend those programs are at undergraduate level. distance education is particularly relevant in efl teacher education in mexico because of the scarcity and dispersion of qualified language teacher educators. especially in the northeast corner of the country, universities face the challenge of professionalizing large numbers of teachers of english for primary, secondary, and tertiary education. to connect language teacher educators and student teachers, a distance undergraduate program was designed to deliver courses in six locations through the use of a multipoint ip videoconference system distance education for efl teachers roux, trejo & gonzález no. 9 (july december 2014) no. 9 (july december 2014) 162 and a web-based course management system (blackboard). this distance undergraduate program was the context of the study reported in this article. distance education research until recently, experimentation was the dominant mode of inquiry in distance education. most studies in the field compared distance instruction to classroom education. invariably, those studies showed no statistically significant difference between the two course formats on different measures of learning outcomes (schulte, 2011). researchers often asked the same basic question: is distance education as good as, or better than, traditional education? the question assumed that traditional education was truly a superior modality. the studies were one-dimensional in their design focusing only on the delivery medium, neglecting the multidimensional aspects of teaching and learning. another characteristic of early studies on distance learning is that they were rarely framed by a theory or based on concepts and constructs (saba, 2000). in the 1990’s, researchers started to conduct rigorous studies based on theories of related fields. cognitive speed theory (fulford & zang, 1993), social presence theory (gunawardena, 1995), group development (mcdonald & gibson, 1998), and interaction (chen & willis, 1999) are examples of the theories and concepts investigated. in the new lines of research, methods such as surveys, interviews, conversation and discourse analysis were used to collect data from smaller samples. these studies disclosed the complexity of distance education and its diverse constituents. in a review of research in distance education that examined 1,419 research articles and dissertation abstracts over a nine year period (1990 -1999), berge and mrozowski (2001) found that the ten content themes addressed, from higher to lower frequency, included the following: 1) design issues, 2) learner characteristics, 3) strategies to increase interactivity and active learning, 4) technology selection and adoption, 5) policy and management issues, 6) roles of participants, 7) operational issues, 8) learner support, 9) equity and accessibility, and 10) cost/ benefit trade-offs. in terms of research methodologies, 74% of the articles and abstracts involved descriptive research, 8.57% used case study, 8.16% correlational research, and 7.35% experimental research. this study responds to the need for empirical evidence on the research area of learner support (lee, 2003; tait, 2003), and uses descriptive research methodology. distance education for efl teachers roux, trejo & gonzález no. 9 (july december 2014) no. 9 (july december 2014) 163 learner support learner support refers to the assistance or aids provided to students during the process of study to facilitate their learning process (tait, 2003). mcloughlin and marshall (2000) define learner support from a socio-cultural perspective as “the resources that learners can access in order to achieve learning outcomes and procedural scaffolds that support the communication process” (p. 1). the provision of learner support through web-based technologies contributes to the effectiveness of distance education programs (farajollahi & moenikia, 2010; mcloughlin, 2002; oliver, 2001; oliver & herrington, 2003). mcloughlin and oliver (1998) discuss the forms of scaffolding that are required to foster higher order thinking in distance education settings mediated by technology. they suggest that effective support needs to include encouragement of reflective thinking; social support for dialogue; and extension of ideas on emerging issues through the use of feedback from peers and mentors. these features, they argue, represent core elements of support for the learning processes in technology mediated environments. different information and communication technology tools can be used to provide this support. examples of technologies are: discussion forums, document exchange resources, databases for student work, printed guides, web links, and audio and video materials. learner support is a useful concept for the design of distance learning web environments if we consider that students perceive themselves as isolated when they do not have enough interaction (stodel, thompson, & macdonald, 2006). this sense of isolation is connected to problems of attrition, instructional ineffectiveness, poor academic achievement, negative attitudes and overall, dissatisfaction with the learning experience (park & choi, 2009). distance learners can easily feel isolated if they do not feel connected to the course, the program or the university, and they may even drop out of a course because they do not feel part of a community (rovai, 2002). there are infinite variations of learner support forms in distance education practice, depending on the technologies used, the type of course, and the characteristics of the learners and the instructor. distance learners have become more diversified and demanding and course designers are struggling to better meet their needs. unfortunately, there is a lack of empirical studies on the use of learner support and the uses of technology are largely based on practicalities rather than on research findings (hannafin, hill, oliver, glazer, & sharma, 2003; lee, 2003). also, many of the studies on distance learning only look into the distance education for efl teachers roux, trejo & gonzález no. 9 (july december 2014) no. 9 (july december 2014) 164 points of view of faculty members teaching the courses or the course designers. while faculty-based studies are important for understanding the potential value of web-based learning, the learners’ perspectives are needed to build learner support systems in accordance to their needs (hara & kling, 2000). the distance research course in which this study was developed included several learner support resources through the course management system (blackboard). students posted their drafts and finished papers to receive feedback comments from others. they were also able to participate in forums to discuss common concerns and to help each other. participants also had the support of a resource area with research articles and books to interact with content related to their specific research interest. in order to communicate with the instructor or adviser, students were able to contact them via email. methodology research design this is a qualitative interpretive study. interpretive description (thorne, 2008) is an inductive analytic approach used to capture themes and patterns within subjective perceptions. this approach builds upon relatively small purposive samples, using interviews, participant observation or documentary analysis to articulate a coherent and meaningful account of the participants’ experience. the product is a coherent conceptual description of the phenomenon that is being studied. most studies on learner support use surveys as the main data collection technique. surveys are effective in providing information about the scale of particular phenomena and their importance across a population of learners. thorp (1993), however, suggests that before doing quantitative survey research, qualitative studies are more indicated when the evaluators are becoming familiar with the different issues. participants participants of the study were 18 in-service teachers of english enrolled in a distance education research course, an instructor, and a research collaborator. the class included 24 student teachers, however, six of them did not return the letter of informed consent and therefore the information they provided was not considered in the analysis. distance education for efl teachers roux, trejo & gonzález no. 9 (july december 2014) no. 9 (july december 2014) 165 the group of participants was composed of 17 female and 1 male efl teachers of elementary, middle and high-school. their ages were between 24 and 52. they were native speakers of spanish, in their final year of undergraduate studies. their english language proficiency was varied; their itp-toefl scores ranged from 480 to 610 points. their teaching experience was of four years or more. although the efl teachers were in service, they were, at that point, in the process of acquiring a teaching undergraduate degree. in méxico, until recently, elementary, middle and high-school language teachers, especially in private schools, only required communicating fluently in english. working requirements for english language teachers are gradually changing and more teachers are entering higher education. student teachers in this study were in six different university locations which they attended once a week for four hours. the authors of this article were also participants of the study. the first author was the instructor of the course and also conducted the fieldwork. the second author, who was not part of the class but a research collaborator, acted as peer de-briefers. peer debriefing is the process of exploring and discussing aspects of the inquiry that may otherwise remain implicit in the inquirers’ mind. the task of the debriefer was to probe the inquirer’s bias, explore different meanings of the data and clarify interpretations (lincoln & guba, 1985). context the distance undergraduate english language program included 36 courses on four areas of knowledge: a) english language and culture, b) language teaching pedagogy, c) pedagogic content, and d) research knowledge. this knowledge base was provided to the students via videoconference and a combination of email, telephone, fax and special mail delivery services. it was for the last of the three research courses that a course management platform was incorporated into the distance education program for the first time. teaching teachers how to inquire into their own teaching is a complex process because it involves not only introducing them to diverse research methods and techniques, but also discussing the assumptions of teacher research and how it is produced. many teachers, for example, associate research with scientists, experiments and statistics (borg, 2009). it takes a considerable amount of reading, writing and discussing about teacher research to accept that the goal of teacher research is to understand rather than to prove; that teaching and distance education for efl teachers roux, trejo & gonzález no. 9 (july december 2014) no. 9 (july december 2014) 166 researching are compatible activities; and that teachers’ own thinking can be the focus of their inquiry. the research courses were delivered through ip videoconferencing technology. technology was used to give presentations, participate in discussion, group-building and decision-making activities. the web course management system blackboard was used to provide the students with two main sections: pre-designed learning activities and learner support. learner support included a discussion forum for goal-oriented dialogue, a blog to express thoughts and reflections, a portfolio to display drafts and finished research products, and email to communicate with the instructor and peers. learner support through blackboard also included an area of full-text articles, books and other materials to read or print for offline independent learning. each student teacher was also allocated an adviser as an additional source of academic support. advisers were members of the academic staff of the program who taught other courses. students selected their advisers and they could contact them by email to discuss research interests and problems. each adviser could not have more than four advisees. on the first day of the course, students were trained for one hour in the use of blackboard and the different learner support sources. the instructor gave a guided tour of the site while students took notes and asked questions. data collection instruments data for the study came from two sources: the transcripts of the participants’ comments in the discussion forum and the transcripts of their comments on a blog. the research course lasted 15 weeks. in the third week, the participants signed an informed consent letter. in weeks 7, 8 and 9, three open-ended questions were posted on the discussion forum to investigate: 1) support needs of students that had not been considered for the course, 2) advantages and challenges perceived in the use of videoconference technology to acquire research knowledge and skills and 3) advantages and challenges perceived in the use of blackboard to learn how to develop classroom investigations. in week 14, a blog was created for students to react to five comments that corresponded to the research questions of this study. six paragraph-length comments were obtained from each participant, making a total of 108 comments. comments were printed from the blackboard archives and assigned a number. pseudonyms were given to each participant to protect their identity. distance education for efl teachers roux, trejo & gonzález no. 9 (july december 2014) no. 9 (july december 2014) 167 data analysis and interpretation data were analyzed using the constant comparative approach (glaser & strauss, 1967). the analysis consisted in taking one piece of data (the comment of one participant) and comparing it with all others that could be similar or different, in order to develop conceptualizations of the possible relations between various pieces of data. the unit of analysis for this case was the comment or response to a question. the procedure for data analysis was the following. first, the first author separated the comments for each of the three research questions. then, for each question, each comment (either obtained from the discussion forum or the blog archives) was analyzed and compared with each of the rest of the comments. the cycle of comparison and reflection on “old” and “new” material was repeated several times. all similar comments or units of analysis were placed together and assigned a category. it was only when all units were assigned to one of the already existing categories that the first stage of the analysis ended. the first author then gave the list of categories and the comments to the de-briefer, who independently classified the comments into each of the categories. the second stage of analysis consisted in comparing the analysis of the first author with the analysis of the second author. agreement resulted in 87% of the cases. all discrepancies were discussed until consensus was reached. results what forms of learner support are more valued by the participants? the three most valued forms of learner support were the adviser, the peers, and the instructor of the research course. most student teachers placed the highest value on the interaction with their research advisers through email. they appreciated having someone to contact for specific questions related to their written work, or when encouragement, selfconfidence or motivation was needed. the social and academic support was definitely a combination that distance learners needed to reduce their stress. the following comment made by rachel is an example of how a number of participants perceived the support given by the adviser by email. what i have valued the most during the course is the help of my adviser. when i was struggling with the literature review and the collection of data, she suggested some readings that really helped me in conducting the study. at times she also gave me moral support to keep going until finishing the study. (rachel, c-12) distance education for efl teachers roux, trejo & gonzález no. 9 (july december 2014) no. 9 (july december 2014) 168 another benefit that the participants valued of the contact with advisers was the opportunity to analyze things from a different perspective. when the process of knowledge construction was interrupted for some reason, exposure to a different view helped the writing process retake its flow. a quote from helen’s response illustrates this view. my adviser’s support has been the most valuable help. when i was working on my literature review, i ran out of ideas, i didn´t know how to continue or where to go. i tried to work on my own, i felt drained. finally, i decided to contact my adviser and she gave me another point of view on my work. everything changed. i was able then to see my paper from another perspective. having an adviser that you can contact through email when you are stuck makes things so much easier. (helen, c-5) some participants enjoyed the interest that some advisers showed in their research themes and activities. positive attitudes and enthusiasm were highly appreciated by students. martha made a comment related to this characteristic of her adviser. well, my adviser was always prompt to help. her comments were very sensible and full of constructive criticism. she sent me a lot of well selected literature reviews that helped me throughout all the stages of my study. i regard her as a scholar who enjoys what she does, and her enthusiasm shows through everything she does and says. (martha, c-2) careful judgment and evaluation were also considered helpful by some of the participants when interacting with their advisers. feedback and revision are necessary in academic work and some students were more aware of this than others. this is the case of cynthia, who expressed the following opinion when commenting about the most valuable support she received during the course. i think the positive and negative comments of my adviser on my paper were most valuable. this has been very important to improve my work because i got a feel of the things that were not clear, or where i needed to add more detail. (cynthia, c-6) maria’s comment also pointed to the feedback provided by her adviser and the way it helped her in writing her report. the following was her point of view. my adviser, he gave me feedback and his suggestions improved enormously my work. his comments were very useful and helped me focus. he always had something extra for me to read to understand. he was the most important source of help. (maria, c-14) distance education for efl teachers roux, trejo & gonzález no. 9 (july december 2014) no. 9 (july december 2014) 169 the second most valued support reported by the participants was their peers, both during the videoconference and on the discussion forums. weekly whole-class discussions on different research topics and issues through videoconferencing technology opened opportunities to confirm or confront the thoughts and opinions the students had developed during the previous week as a result of the reading and writing activities done at home. meeting with distant peers helped their understanding. this can be inferred from the response given by sylvia. the help of my classmates was a very helpful support. in the videoconference sessions and when i asked something in the discussion forum. i listened or read their opinions and i could understand things differently. i think i would have felt very confused and desperate without other people´s ideas; i just wouldn´t have made it through the course. (sylvia, c-9) ann also considered that the views expressed by peers during the videoconference classes gave her insights into different issues of research that seemed unclear at the start. she viewed peer support as a source of clarification, as it can be interpreted from the following comment. peer support was most important for me. when i read at home, i sometimes got confused, as with validity and reliability, for example. when people talked about the terms, i learned a lot. i could ask them my doubts and i even took notes of things they said. classmates gave me very opportunities to clarify my understanding. (ann, c-18) other participants valued the support given by their peers in the blog, in which they expressed feelings and ideas. talking about worries and problems can be a very good way of releasing some of the stress that builds up when distance students work alone. it works best when they have opportunities to talk to someone who is in a similar situation. understanding and advice that distant learners provide to each other helped them feel less isolated. the following comment was made by pat, who reported that the kind of support that she had valued the most was peer support. i got a lot of support from my fellow students. when i was frustrated because i didn´t know how to go about something, i shared my feelings on the blog and that made me feel better. then i read cynthia’s comments and she was feeling the same. so i thought, it’s not only me; it’s normal, it’s ok. (pat, c-1) distance education for efl teachers roux, trejo & gonzález no. 9 (july december 2014) no. 9 (july december 2014) 170 lastly, students placed a high value on the contact with the instructor. although peer interaction and group cohesion that developed in their sites were considered important, interacting with the instructor seemed much more useful to them. laura, who was not in the same site of the instructor, expressed her concerns. the following is what she wrote. for me the most important support was the instructor, although with the enormous inconvenience of having her at a distance, which doesn´t give a chance to develop in the affective sphere, and does not facilitate the clarification of doubts. we are a large group, with all the socio-cultural issues going on, a variety of opinions and a lot of doubts. (laura, c17) rebecca, on the other hand, took her class in the same location as the instructor. the following is her comment. i feel that the most important support i had was the instructor of the course. having her in the same location is of great help. we got a lot of support and the appropriate follow up to the activities. i don´t feel the same when the instructor is in another place. (rebecca, c-13) to what extent does videoconferencing technology facilitate their learning? perceptions of videoconferencing technology were mixed among participants. while some student teachers acknowledged its benefits in terms of real-time interaction and immediacy, others complained about the lack of contact with instructors in the remote sites. the strengths of videoconference technology mentioned were largely related to having questions answered by the instructor in real-time. this characteristic helped them learn course content. many of the positive comments on videoconference technology point to the specific contents learned, as in the case of pat. the following was her comment: videoconferencing technology was good because through the transmission of the class, i learned about the characteristics of quality research, different research methods, how to design questionnaires and surveys, and the use of elicitation techniques. i could also clarify the doubts raised by the readings. the videoconference had its problems sometimes, like the blurred screen or when the audio disconnected. but this did not happen all the time. videoconferencing is the only way to take this program and got used to it very quickly. even to the problems. (pat, c-19) other participants focused on the advantage of being able to interact with distant peers. this interaction provided exposure distance education for efl teachers roux, trejo & gonzález no. 9 (july december 2014) no. 9 (july december 2014) 171 to different perspectives on the topic in turn, and contributed to the construction of the participants’ identity as researchers. the opinion given by susan illustrates this point. technology has highly contributed to my learning, because it has been an important means of communication with my teacher and my peers. the videoconferencing system helped me to solve doubts, to check my progress, and it gave me the opportunity to listen to and speak with my teacher/advisor directly to ask for support. during videoconference i have been able to listen to my peers’ experiences and their comments have helped me to analyze their different styles of carrying out a study. this has facilitated my growth as researcher. in addition, through videoconference i have learned the theory about doing research. (susan, c-25) as in a face-to-face classroom, some students viewed in the videoconference environment opportunities to learn from the instructor, from other learners, and from the interactions between instructor and learners. this characteristic of videoconference was mentioned by tom when he was asked, through the discussion forum, to express his thoughts and opinions about the ways in which videoconferencing had facilitated his learning. the doubts that may have emerged while working on the project at home were clarified during the videoconference sessions. there were times when something asked by someone from another site was my own doubt and was clarified with the teacher’s answer. i learned hearing the questions made by others and the explanations that the teacher gave them. (tom, c-26) to what extent does videoconferencing technology hinder their learning? the only perceived challenge of this technology to learning was the physical absence of the instructor in the remote sites. students assumed that learning was better when there was face-to-face contact with the instructor, and while in a videoconference situation learning could occur, it was not full or complete. students seemed to perceive that learning was not of the same quality when the instructor was not present. having the instructor on a screen rather than in person discouraged them from making questions, which may have inhibited their learning. rachel was in such case. the following was her opinion. i think that videoconferencing is not a hundred per cent effective because as student i sometimes felt frustrated by not having the teacher in front of me, to solve my problems and questions. i had to use the internet to distance education for efl teachers roux, trejo & gonzález no. 9 (july december 2014) no. 9 (july december 2014) 172 communicate and many times teachers don’t get the messages or they take too long to respond. i couldn’t get to know how my study was going. then i had to use the phone to ask and it became a bit complicated because of the professor’s schedule and my own schedule. (rachel, c-30) to what extent does the course management system facilitate their learning? the majority of the participants of the study perceived the course management platform as convenient and helpful. they liked having all the different components of the course concentrated in a single place. they recognized the value of the research articles organized by theme, the research methods books, the forums to discuss emergent issues and concerns, the portfolios to read their peers’ work and publish their own, and the email to contact their adviser, the instructor or other students. the platform was used for the first time on the research course, and it became an asset to the program. the process of getting acquainted with the system did not take long. elsa referred to this process in the following excerpt. blackboard was the means to receive the theory about how to do research, specific material about my topic, the way to turn in my research drafts, and to receive feedback and my grades. i learned how to use this system and took advantages of technology to read my peers’ work and make comparisons to develop my study. i could say that when i began using the blackboard, more than being a benefit, it was an obstacle. i had hard times while learning how to use it to receive or send information. but now i feel more confident when working with this system. it’s nice to have everything there. (elsa, c-51) students seemed satisfied with the course management system. they were aware of all the capacity blackboard has to bring together, in a single place, classified information using scanned documents and internet links. irene perceived the capacity of the platform and its potential to contribute to her learning. the following is an excerpt of what irene reported. for me the blackboard system is by all means an incredible way of learning. the interactive learning-teaching that goes on has enriched my view of learning. perhaps i would have liked more advice about the full use of the resources we can access through it, and make full use of those. it helped me to see an array of potential places to look for background information i need, and especially because it helped me to see not only theory and guidelines, but also to read some actual research studies by teacher researchers from other parts of the world. (irene, c-52) distance education for efl teachers roux, trejo & gonzález no. 9 (july december 2014) no. 9 (july december 2014) 173 perceived benefits of the platform included the multidimensional kind of learning that it promotes. while developing research knowledge, the participants were also enhancing their computer skills and becoming aware of the complexity of distance learning. this learning condition is not possible in a regular classroom and by course books only. employing technologies such as the internet, applying collaborative learning, making course management tools accessible to learners, and using distance learning applications such as videoconferencing systems, create information-rich, stimulant conditions for learning of different kinds. in a very short text, sylvia reflects on how the course environment contributed to her learning. blackboard helped a lot to communicate timely and effectively with my instructors and classmates. i think blackboard helped me understand the idea of distance learning. it was very rewarding to read our work online. i grew as a teacher and as a researcher. it also helped me understand technology more. (sylvia, c-45) to what extent does the course management system hinder their learning? the perceived weaknesses of blackboard had to do with reading preferences and time management skills. although most students were used to spending many hours working on the computer, some of them complained of having to spend on printing materials because they did not feel comfortable reading online. the fact that all reading materials were online was not helpful for pat, who perceived that blackboard did not meet her needs. she referred to the problems she had with the platform in the following terms. personally, i need to have the printed material because i get very tired of being in front of the computer. also, there is the problem that some professors take too long in uploading materials. i think more people should be hired to help the instructor in replying to emails, uploading materials and all the activities involved. (pat, c-1) distance learning takes an enormous amount of preparation time from the instructor and from students. distance education students must be well organized, self-motivated, and possess a high degree of time management skills. some students with heavy workloads and family commitments have more difficulties than others to cope with the demands of online learning. this was the case of ann, who preferred printed materials. distance education for efl teachers roux, trejo & gonzález no. 9 (july december 2014) no. 9 (july december 2014) 174 i think blackboard is very interesting and useful but also demanding because you need to be constantly connected and most of the time this is hard with all the other obligations one has. (ann, c-54) conclusions evidence from this study indicates that distance students valued videoconferencing technology for the support provided by their research adviser, their peers, and the instructor. they received academic assistance, a different perspective on their work, enthusiasm, feedback, opportunities to confront thoughts and opinions, and to share feelings. the challenge perceived in the videoconferencing environment was the physical absence of the instructor. the course management system was perceived as highly beneficial to their learning, mainly because of the amount and variety of support resources concentrated in the site; and because it stimulates different kinds of learning. some students, however, were not comfortable reading online. the first implication of these findings is that the combination of videoconferencing and course management technologies is perfectly suited to develop research knowledge in language teacher education programs. borg (2006) has stressed the importance of continued support from a more experienced individual and opportunities to participate in a community of colleagues as necessary conditions to develop research knowledge in efl teachers. the participants gave different examples of how technology facilitated opportunities to collaborate, to discuss research issues, and to develop a sense of community. distance education did not seem to hinder in any way the teachers’ efforts to engage in research. on the contrary, they received more proper and richer guidance because web-based technology facilitated the provision of a larger and more diversified array of reading materials in a more organized way. moreover, teachers could request and receive assistance in oral or written form, depending on the medium they decided to use or the kind of support needed. for academic assistance, they could resort to the instructor, the adviser or peers, either through the videoconferencing system, the portfolio, the discussion forum, the blog, or email. to feelings, the discussion forum seemed to be to be most frequently used. the possibility of communicating with an adviser was considered important, given the nature of the course. based on the value that students placed on this kind of support, we suggest that distance research courses include local or distant advisers, and that more research is carried out to identify better ways to provide distance tutoring. distance education for efl teachers roux, trejo & gonzález no. 9 (july december 2014) no. 9 (july december 2014) 175 borg (2006) has called for more empirical studies on the conditions that facilitate research in particular contexts. research knowledge is a precondition for teacher research and distance learning environments can provide opportunities to develop such knowledge. however, not all student teachers in this study were able to take advantage of the available resources due to skills, preferences and beliefs about learning. teachers who valued technology highly, and those that perceive it as useful, seemed to have fewer problems using it. interaction with others seemed to be what students valued more and looked for when using both videoconferencing and course management technologies. however, people from different cultural backgrounds may prefer other modes of support. cultural differences could have implications for the mode of support student teachers prefer and the effectiveness of the support they seek. further research may investigate these issues. on the other hand, this study did not attempt to investigate in any detailed way the different ways in which interaction was constructed by the students. further studies could analyze samples of recorded utterances of students engaged in different types of activities through different communication tools to understand how specific supports contribute to and improve the development of research knowledge. this field study was not without limitations. one of such limitations was the exclusive use of transcript analysis. despite this limitation, even interpreted tentatively, results can contribute to the current body of research on the broad areas of distance education and language teacher education, as well as the specific areas of learner support and research knowledge. distance education for efl teachers roux, trejo & gonzález no. 9 (july december 2014) no. 9 (july december 2014) 176 references anuies (2000). diagnóstico de la educación superior a distancia. méxico: sep/inegi bates, a. 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(eds.), routledge farmer studies in distance education, (pp. 123-141). london: routledge farmer. authors *ruth roux has a phd in education from the university of south florida. she teaches research methods and academic writing courses in the ba in applied linguistics program at the universidad autónoma de tamaulipas in méxico. *nelly paulina trejo guzmán has a phd in education from the university of exeter. she teaches research methods and second language acquisition courses in the ba in applied linguistics program at the universidad autónoma de tamaulipas in méxico. *elsa fernanda gonzález is a student of the phd in modern languages at the university of southampton and teaches course design and educational linguistics courses in the ba in applied linguistics at the universidad autónoma de tamaulipas in méxico. distance education for efl teachers no. 9 (july december 2014) no. 9 (july december 2014) gist2014finalfinal.indd 29 the effect of video-based tasks in listening comprehension of iranian pre-intermediate efl learners1 los efectos de las actividades basadas en videos en la comprensión auditiva de los estudiantes iraníes de inglés intermedio abdullah sarani, esmail zare behtash and saieed moslemi nezhad arani2* university of sistan and baluchestan, chabahar maritime university, university of sistan and baluchestan, iran abstract this study aims at finding the effect of video-based tasks in improving the listening comprehension ability of iranian pre-intermediate efl (english foreign language) learners. after determining the level of learners, an experimental and control group, each of 20 participants, were nominated to contribute to the study. from the time the pre-test was administered to each group, the experimental group was taught by a course of instruction based on video tasks for teaching listening comprehension. the control group was directed by a course of instruction only based on audio materials. paired samples t-test computation was utilized by spss software to calculate the level of significant difference in preand post-tests. results show that teaching listening on the basis of video-based tasks has a significant effect on learners’ listening comprehension in realizing and understanding the authentic language more effectively. keywords: task, task-based language learning (tbll), listening comprehension, motivation, video-based tasks 1 received: january 6, 2014 / accepted: april 20, 2014 2 saieed91@yahoo.com gist education and learning research journal. issn 1692-5777. no. 8, (january june) 2014. pp. 29-47. effectiveness of computer-assisted pronunciation no. 8 (january june 2014) no. 8 (january june 2014) 30 resumen el estudio tiene como objetivo conocer el efecto de usar actividades basadas en videos para mejorar la habilidad/destreza de comprensión auditiva de los estudiantes iraníes de inglés nivel intermedio. después de determinar el nivel de inglés de los estudiantes, se crearon dos grupos, un grupo experimental y un grupo de control, cada uno conformado por 20 estudiantes, los cuales fueron seleccionados para contribuir al estudio. desde el momento en que fue administrado el test diagnóstico a cada uno de los grupos; el grupo experimental recibió actividades basadas en videos para la enseñanza de la comprensión auditiva. el grupo de control recibió instrucción basada únicamente en materiales de audio. para el cálculo de las muestras apareadas del test t se utilizó el programa de análisis estadístico (spss) versión 20, el cual permitió conocer el nivel de diferencias significativas en el test diagnóstico inicial y los posteriores. los resultados revelan que la enseñanza de la destreza auditiva basada en actividades utilizando videos tiene un efecto significativo en la comprensión auditiva de los estudiantes para desarrollar y entender el idioma de una forma más auténtica y eficaz. palabras clave: tareas, aprendizaje basado en tareas (tbll), comprensión auditiva, motivación, actividades basadas en videos resumo o estudo tem como objetivo conhecer o efeito de usar atividades baseadas em vídeos para melhorar a habilidade/destreza de compreensão auditiva dos estudantes iranianos de inglês nível intermédio. depois de determinar o nível de inglês dos estudantes, criaram-se dois grupos, um grupo experimental e um grupo de controle, cada um conformado por 20 estudantes, os quais foram selecionados para contribuir ao estudo. desde o momento em que foi administrado o teste diagnóstico a cada um dos grupos; o grupo experimental recebeu atividades baseadas em vídeos para o ensino da compreensão auditiva. o grupo de controle recebeu instrução baseada unicamente em materiais de áudio. para o cálculo das amostras em pares do teste t se utilizou o programa de análise estatístico (spss) versão 20, o qual permitiu conhecer o nível de diferencias significativas no teste diagnóstico inicial e os posteriores. os resultados revelam que o ensino da destreza auditiva baseada em atividades utilizando vídeos tem um efeito significativo a compreensão auditiva dos estudantes para desenvolver e entender o idioma de uma forma mais autêntica e eficaz. palavras chave: tarefas, aprendizagem baseada em tarefas (tbll), compreensão auditiva, motivação, atividades baseadas em vídeos the effects of video-based tasks sarani, behtash, nezhad no. 8 (january june 2014) no. 8 (january june 2014) 31 introduction a number of studies indicate that tasks can have a great effect on learning as well as pedagogy; that is, using tasks is practical both for teaching and learning effectively. it is clearly stated by nunan (2004) that “the concept of ‘task’ has become an important element in syllabus design, classroom teaching and learner assessment. it underpins several significant research agendas, and it has influenced educational policymaking in both esl and efl settings” (p. 1). accordingly, task-based language teaching has strengthened many other principles and practices. yousefi, mohammadi, and koosha (2012) propose a number of approaches of task-based exploration: psychological, interactional, socio-cultural, structure-focused, and cognitive, information-theoretical approach. it seems that the first and the third approaches are most closely related to the goal of this study, which is psychological. it seems that the presence of audio, in addition to visual information, may convey some sort of feeling for listeners in which they feel they are experiencing a real context with all its details. it is also important to consider the fact that standardized tasks are designed for specific purposes, so they are based on a structure-focused approach, resulting in expected outputs. the pedagogic considerations of task-based listening are mentioned by ellis (2003) as well: “the research based on listening-and-do tasks has shown that such tasks are effective both as listening comprehension devices and as a means of presenting new linguistic material to students” (p. 66). this idea of teaching and keeping learners exposed to problemsolving tasks for language teaching easily and effectively can be applied in listening comprehension ability. as spearritt (1962) states, “formal training in listening has been virtually nonexistent; any listening skills that pupils have acquired have come incidentally in the course of studying other subjects” (p. 22). accordingly, tasks can create variety and enjoyment for teaching and learning listening comprehension. ruso (2009) considers that increasing learners’ motivation and performance can be achieved by using task-based instruction during the course of instruction. it is worth mentioning that nearly all students with different proficiency levels are not satisfied by the gained level of listening comprehension ability. after passing a long course of instruction, still they have problems in listening comprehension, and may say “i could not understand the spoken texts or any other types of audio materials.” the problems this study treats are those of finding the effect of taskbased instruction on listening comprehension, and proposing the use of video-based tasks as suitable for instruction in teaching listening comprehension. ellis’s idea about the helpful role of employing tasks the effects of video-based tasks sarani, behtash, nezhad no. 8 (january june 2014) no. 8 (january june 2014) 32 in listening comprehension ability proves that task-based instruction can have a positive effect in increasing listening comprehension ability. according to ellis (2003) “like researchers, teachers can use listening tasks to present the student with input enriched with specific features they (students) wish to target” (p. 37). the importance of learning and teaching english as a foreign language has created a daily demand towards applying effective strategies for teaching and learning the four main skills (listening, speaking, reading, writing), as they are the ultimate goal of learning a language. many difficulties and obstacles on this road oblige us to everyday revisions and apply new methods of teaching for better adaptation and superior output. the importance of listening comprehension is also emphasized by spearritt (1962) “yet listening undoubtedly plays an important part in the process of communication. various studies have indicated that, in terms of the amount of time the four communication skills are employed, listening is the most important skill” (p. 2). regarding this, the listening skill has created problems in both teaching and learning listening comprehension. students often complain that even with intensive practices, they cannot comprehend any type of spoken texts fully. the idea of intensive practices is different from tasks, where an effective task can have supportive results after just involving learners with the task once or twice, than providing them some prepared practices and asking them to do them hundreds of times. highlighting the importance of task-based listening, we can refer to the idea of ellis (2003) where he believes “… the task-based listening research has contributed to our understanding of how specific input properties affect comprehension and language acquisition” (p. 65). through different studies published in different contexts, such as india by mohanraj (1994), turkey by tavil (2010), and french by graham (2005), it is implied that task-based instruction can improve listening comprehension ability meaningfully. still, task-based instruction, by all of its proponents, has not satisfied some others on its methodology. regarding this, the real gap is what ellis comments, (2003) “however, task-based curriculum still involves making decisions about content (i.e., what tasks to include in the syllabus) and methodology (i.e., how the tasks will be used in the classroom), thus, it is important to maintain the distinction in discussions of task-based teaching” (p. 79). continuing this view of modification, this study considers videobased tasks for teaching listening comprehension. warschauer (2002) also comments, “communicative language teaching and learning has proven that the use of video can accelerate the understanding of learners to the real use of language” (p. 4). the effects of video-based tasks sarani, behtash, nezhad no. 8 (january june 2014) no. 8 (january june 2014) 33 the goal behind this study is to investigate the effectiveness of video-based tasks instruction on iranian pre-intermediate efl learners’ listening comprehension ability. this intends to see if there is any noteworthy effect of video-based tasks instruction on improving listening comprehension ability of efl learners. the regarded level of learners is limited to pre-intermediate efl learners within the iranian educational milieu. the question which this study wants to answer can be stated as follows: does task based instruction on the basis of video-based tasks have a significant effect on improving listening comprehension of iranian preintermediate efl learners? researchers of this study, after testing the idea of video-based tasks instruction in some small contexts (such as classrooms, learners groups) and getting possitive effect, planned to conduct the same idea in larger context. this is why the hypothesis is defined as a null hypothesis. h01 task-based instruction on the basis of video-based tasks does not have any significant effect on improving listening comprehension ability of iranian pre-intermediate efl learners. literature review the perception of a “task” has become a significant building block in syllabus design, classroom teaching and learner assessment. it adds force to several important research programs, and has influenced educational policymaking in both esl and efl settings (nunan, 2004). many studies have been done regarding this concept and the idea of task-based instruction. for example, willis (1996) and nunan (2004) focus on the importance of tasks through language learning. ellis (2003) is also one of the pioneers in taking task-based instruction into the teaching of listening comprehension. this idea and practical manifestation of ellis may be accompanied by the “factorial analysis” idea of listening by spearritt (1962). different parts of the world are experiencing task-based language teaching (tblt) through different practical studies such as carless (2002), ruso (2009), yousefi, mohammadi & koosha (2012), and others. it is believed by many scholars that listening comprehension has been neglected in the contemporary era in language teaching. this idea is considered by vandergrift and goh (as cited in long & doughty, 2009). “for year the role of listening in language acquisition and communication was undervalued and neglected. second and foreign language (sl/fl) listening was often developed incidentally through the effects of video-based tasks sarani, behtash, nezhad no. 8 (january june 2014) no. 8 (january june 2014) 34 language exercises where oral language was used” (p. 395). they argue that listening comprehension in second and foreign language teaching found its substance during the communicative language period, in which language is used for face-to-face communication by having listening comprehension as part of its foundation. accordingly, it seems that listening is a kind of base for comprehensible input and the foremost aspect in inter-language communications. in terms of language expertise, they describe different aspects involved in listening comprehension as well as how to teach effectively. long and doughty (2009) describe a variety of theories based on special disciplines. “the review of teaching listening is organized around three main topics: (1) cognitive and social dimension of listening, (2) approaches to teaching listening, and (3) assessment of listening” (p. 395). the present study tries to continue the above mentioned framework in order to define and clear the listening comprehension concept. by examining the literature on the teaching of listening in different settings such as sl (second language) and fl (foreign language), it is underestood that listening comprehenstion merely used to seize the meaning from the written or spoken situations disregards teaching learners how to listen. for a time, teaching listening was mainly focused on listening itself rather than teaching different strategies to apply in successful comprehension of spoken language. later on, the pre-listening stage was added to teach listening in order to activate prior knowledge. it was argued that teaching listening comprehension should offer a kind of framework and ladder-like situation which help learners in addition to using their own previous knowledge to be able to realize and try out processes in listening comprehension. in fact, learners should learn how to listen. further, research in sl/fl shows how teaching listening comprehenstion has been conducted in two main frameworks of bottom-up and top-down approaches. bottom-up processing in listening demands an awareness of sounds and words in the stream of speech. it means that when there is an enough understanding of lexical items, listeners will be able to use their contextual knowledge to comprehend the input. according to long and doughty (2009) “the bottom-up approach to listening acknowledges the primacy of the acoustic signal and focuses on helping learners develop critical perception skills” (p. 399). it should be reminded that bottom-up processing is not exactly a method of teaching. field (2004) supports this idea and believes, “strictly speaking, however, the terms refer not to particular levels of processing but to directions of processing. in a ‘bottom-up’ process, small (‘lower level’) units are progressively reshaped into larger the effects of video-based tasks sarani, behtash, nezhad no. 8 (january june 2014) no. 8 (january june 2014) 35 ones…” (p. 344). for example, when learners are listening to the spoken language in order to have a clear comprehension, based on their prior knowledge about phonemes, they will interpret that the word exists and is understandable. speech segmentation, as its name implies, is defined as underestanding or realizing different factors, boundaries, and features in words through speech. different studies have been conducted to show the importance of speech segmentation, especially for listeners in sl/fl contexts. culter (2001) believes that when individuals are listening to a new language that is rhythmically different from their own, they can constrain their own language segmentation procedures. it is obvious that prosodic features such as stress and intonation are important cues for defining boundaries of a word. regarding so, harly (2000) concludes that apprehending speech units rather than syntactic clues could be very helpful in underestanding of english. field (2005) also states “inserting word boundaries before stressed syllables can help to identify words in a stream of speech” (p. 6). however, it is also argued that if learners are aware of the difference between their own lagnguage segmentation and the second language, this consciousness will help them beneficially. the top-down aspect of listening comprehension can be defined as helping learners understand the nature of listening comprehension in order to become more independent in applying strategies (goh, 2008). in the top-down approach, promoting learners’ metacognitive awareness is the key aim. for example, at the end of the course of instruction, learners should be able to use different types of strategies outside the class as successful listeners. metacognitive knowledge in top-down processing refers to the learners’ understanding of the ways in which different features act and cooperate. based on long and doughty (2009) “this knowledge can be devided into into person knowledge, task knowledge, and strategy knowledge” (p. 401). person knowledge refers to personal factors that support or hinder learners’ listening such as anxiety or motivation. task knowledge states that the purpose of a listening task, its demands, text organization and structure, features that could obstruct the task, and type of listening skills are essential to achieve the listening purpose. these useful strategies which enhance listening comprehension are called strategy knowledge, such as strategies applied to deal with listening problems and to check listeners’ interpretations. after communicative language teaching (clt) it is said that task-based language teaching (tblt) is a new and up-todate generation of clt point of view toward language teaching the effects of video-based tasks sarani, behtash, nezhad no. 8 (january june 2014) no. 8 (january june 2014) 36 methodology. according to ellis (2003), “tasks are an important feature of communicative language teaching (clt)” (p. 27). it seems that if we are capable of making language in the classroom meaningful, students can process language more naturally. prabhu (as cited in ruso, 2009) defines a task as “an activity which required learners to arrive at an outcome from given information through some process of thought, and which allowed teachers to control and regulate that process” (p. 24). ruso also emphasizes the following: using tasks in teaching is a popular method and the implication of using these tasks in a classroom context is observable after conducting research, many people have studied the implementation of tbl and tasks within their classrooms and have advised using tasks in language classrooms suggesting that the motivation of students’ rises through assigned tasks, on looking at the positive results that the use of tasks may bring about in the efl classroom, it can be said that using a variety of tasks in class gives positive results. (p. 4) a fundamental pedagogic concern in task-based language teaching (tblt) showed that a task can be fit into a sequence of instruction. willis (as cited in ellis, 2003) willis envisages a “task cycle” consisting of three broad phases: (1) pre-task, (2) task, and (3) language focus” (p. 33). the term task cycle, in fact, refers to the steps or phases that one task should involve in order to be as effective as it can be. through these three stages, the basic concentration can be upon the form. ellis explains, “in the pre-task phase one option is for the teacher to highlight useful words and phrases. the task phase ends with a “report” where the learners comment on their performance of the task. in the final phase, learners perform consciousness-raising and practice activities directed at specific linguistic features that occurred in the input of the task and/or in the transcripts of fluent speakers doing the task” (p. 33). in the context of the present study, the idea underpinning the use of task-based instruction with video-based tasks is based on the viewpoint that “with video, the student can not only hear the speakers; he can see the speakers, the background situational cues, the paralinguistic features, and the non-verbal communication of the exchange” (wilkinson, 1984, p. 1). in audio-based materials, which are very commonly used, there is no visual element and the script be required to contain more verbally explicit language than is usual in real life to make-up for the absence of the visual cues. according to candlin (1982) “the danger is, of course, that students get used to more than usually explicit language and find real life interaction very difficult to cope with, being less explicit” (p. 14). video, clearly, does not comprise this shortcoming. the language the effects of video-based tasks sarani, behtash, nezhad no. 8 (january june 2014) no. 8 (january june 2014) 37 situation presented on video can be both authentic and meaningful because an important part of the overall message is conveyed by the visual image. as well, the technical features of video (freeze frame, review, and preview) provide the teacher with the control required to facilitate student analysis and comprehension of the language presented (candlin, 1982). it seems that no matter how authentic or meaningful the language presented on video is, it is not true in real life. in real life situations, a student must not only listen and understand, he or she must also initiate language. however, candlin (1982) argues that “because video is such a dynamic medium, well designed video-based activities can provide an effective stimulus to take students from a passive listening comprehension to an active oral interaction” (p. 1). wilkinson (1984) started to use videos with the purpose of applying activities that define the “pedagogical and technical features of video and involve students in interactive viewing situations that develop both receptive and productive skills” (p. 83). through this study he used those learning activities which are increasingly more communicative as the video progresses, that students contribute energetically during the total watching, not simply at the end. these activities were regarded as “information retrieval” activity (introducing characters), “discussion/ consensus” activity (powers of observation), “view and speculate” activity (possible motives), “jigsaw viewing” activity (who’s guilty?), and “report/debate” activity (the accusation). another theoretical study, done by aulia (2005) evaluates utilizing video in the testing of listening. he argues: it is inevitable since it was introduced in language testing assessment the use of video in listening comprehension still leaves some pros and cons, some pros are the use of video in pedagogy and the ability of video to bring salient pragmatic competence and paralinguistic features of the video, whereas the cons are the distractions that happen due to video and the inability of video to avoid the ambiguity of interpretation. (p. 6) wagner (2004) administered a video listening test and reports that “the results seem to provide some evidence for the validation of a twofactor model of listening based on the ability to comprehend explicitly stated information, and the ability to comprehend implicit information in aural texts” (p. 1) however, this pilot study mainly focused on testing of listening comprehension using videos. on the other hand, it seems that no studies have been done on the basis of teaching listening comprehension through the video-based tasks. this gap is exactly what this study wants to explore and to discover. the effects of video-based tasks sarani, behtash, nezhad no. 8 (january june 2014) no. 8 (january june 2014) 38 methodology research design the conducted plan for this investigation is experimental. two groups of subjects (participants) with the same level of proficiency were nominated to embark on the study, an experimental group and a control group. each group involved twenty subjects. preand post-tests were administrated at the beginning and end of the course of instruction, and then the data was statistically analyzed. materials the related instruments and materials for this research proposed as following. standard english video clips (top notch tv programs), video-based tasks (such as true-false, multiple-choice, fill-in-the blank, etc.), pre-and post-tests of listening comprehension directed to both groups of students from the same intermediate proficiency level. the required video-based listening comprehension tasks were developed based on the task-based instruction criteria and also were extracted from top notch tv program worksheets. for the experimental group the content was designed for 10 sessions of instruction in different learning objectives. data collection instruments this division of subjects into control and experimental groups was made based on the placement test, which was implemented among nearly 60 students from different universities in zahedan, iran. two classes were created: “class a,” or the experimental group and “class b,” the control group. subjects were assigned to either group randomly. both groups were given 10 sessions of instruction of 60 minutes for each session. then, before the first session, the pre-test of listening comprehension was administrated to both groups: to “class a” as a video-based listening test and “class b” as an audio-based listening test. class “a,” the experimental group, was given the pre-test of listening based on the planned video materials. five video clips were selected randomly accompanied by their tasks and activities from the textbook. for class “b,” the same pre-test with identical learning objectives was given, based on the audio only. after gathering the primary data from the pre-test, the tasks and activities were implemented using ten sessions of video material for the experimental group “class a.” meanwhile, the control group, “class b,” used the audio-based material the effects of video-based tasks sarani, behtash, nezhad no. 8 (january june 2014) no. 8 (january june 2014) 39 as the course of instruction for teaching listening comprehension. the process of teaching or instructing this class (experimental group) for all ten sessions followed the overall lesson planning framework as succeeding in which comes from task-cycle notion. step 1 – preview (pre-task phase). to help prepare students’ expectations about what they are going to watch and to aid in their comprehension, teachers used warm-up questions, brainstormed relevant vocabulary, and conducted other preview activities. step 2 – view (task phase). after a preview activity, instructors played the video clip first for general comprehension – to allow students to get the main idea or the general story. then, replayed it several times for students to grasp more details. the pause button was used as needed to focus on sections students had difficulty understanding. next, students were asked to complete an exercise on the corresponding activity while they were watching. step 3 – review (post-task phase). in this step, we asked comprehension questions and testified that students had understood the gist of the video clips. questions included a variety of question types – yes / no questions, simple whquestions, and inferential questions. in addition, or alternatively, students were asked to complete exercises after they had watched a segment. data analysis and interpretation the next stage, the last step through the procedure of this study was the post-test (final exam) that measured both groups of “class a” and “class b” based on their own learning objectives and course materials. these post-tests, the same as pre-tests, were not the same. by this time, the data (scores) was collected. the test scores were compared statistically using a paired sample t-test by spss software version 20 (statistical package for the social sciences) in order to see if there was any significant difference between the preand post-tests in each of the two groups of learners to determine their level of progression after their own course of instruction. results the present study tried to answer one basic question established by one null hypothesis. this hypothesis arose from the idea that task-based instruction including video could help the listening comprehension ability of pre-intermediate efl (english foreign language) learners. the effects of video-based tasks sarani, behtash, nezhad no. 8 (january june 2014) no. 8 (january june 2014) 40 through the rest of this section we will define research null hypotheses and their related questions one by one. the basic question that this study considered was whether taskbased instruction using video-based tasks have a significant effect on improving listening comprehension of iranian pre-intermediate efl learners. to answer this question, we conducted paired-sample t-test computation in order to compare the scores obtained from pre-test and post-test. table 2. paired samples statistics for pre-posttests in experimental group as is shown by table 2, the paired samples statistics, the mean obtained for the pre-test is 37.4500, and the computed mean for posttest shows 51.0000. at first sight, it is clearly understood that this large difference in preand post-tests’ mean scores promises a progress. however, for an exact description, paired sample t-test is providing a clear notion on the degree of significance. table 3. paired sample t-test computation for pre-posttest for experimental group the effects of video-based tasks sarani, behtash, nezhad no. 8 (january june 2014) no. 8 (january june 2014) 41 what is implied from table 3 is that the level of significant difference between these two preand post-tests is defined as .000. that is, the value of sig. (2-tailed) equals to .000. this value is the indication of signified difference and the valid progression of students in the experimental group. so, it seems that learners in the video-based listening class showed a positive growth in their listening comprehension ability. table 4, below, introduces the correlation between the preand post-tests of the above mentioned group. table 4. paired samples correlations for pre-test and post-test, experimental group we also analyzed the attained statistics from the pre-test and posttest in control group. this control group was only instructed based on audio-based materials. table 5. paired samples statistics for pre-test and post-test in control group paying attention to the above table, it is clear that the mean score for pre-test of listening comprehension is known as 16.5000, and the same score for post-test shows 15.2500. apparently, mean scores do not give evidence on any kind of advancement for learners in the control group because the pre-test mean score is, surprisingly, higher than the post-test mean score. the effects of video-based tasks sarani, behtash, nezhad no. 8 (january june 2014) no. 8 (january june 2014) 42 table 6. paired samples t-test for control group based on table 6, it is found that there is no significant difference between the pre-test and the post-test of listening comprehension in control group of this study. this idea is powered by considering the sig. (2-tailed) score. through the above mentioned table, the sig. (2-tailed) score is determined as .279. this score is higher than .05, and regarding so, the spss computation did not detect any significant difference. table 7. paired samples correlations pre-test and post-test of listening comprehension in control group according to table 7, the sig. level computed as .417. this score in level of significant difference is quite higher than .05. totally, it means that teaching listening comprehension on the basis of audiobased material only had no any positive advancement on the level of learners listening ability. based on what was discovered by the preand post-tests of listening comprehension in control group, the question arises as to what happened to this group in which the pre-test mean score is somehow higher than the post-test. as already mentioned regarding the real intention of this study, it seems the reason is lying on the base of instruction. a focus on the right answer is only, “when the listener is incapable of keeping up with the speech rate, often creates a high level of anxiety, which, in turn, affects attention capacity” (arnold, cited in vandergrift, 2004, p. 8). vandergrift (2004) also specifies that while a focus on product allows the teacher to verify comprehension, the answer (correct or incorrect) reveals nothing about the process; i.e., the effects of video-based tasks sarani, behtash, nezhad no. 8 (january june 2014) no. 8 (january june 2014) 43 how students arrived at comprehension. this is what usually happens when the basic concerns of our english teachers are devoted towards the listening and repeating the lessons. accordingly, based on what we detected from our control group, relying just on audio-based instruction never guarantees teaching listening comprehension improvement. besides, buck, upholding that listening capability can only be attained by listening to many realistic texts for communicative purposes, also advocates that listening instruction “can be greatly facilitated if teachers understand the nature of listening comprehension and can sensitize student to important issues and provide the optimum listening practice” (1995, p. 128). this optimization in teaching listening comprehension is something which can be implied directly from task-based language teaching accompanied by video. through the present study, in which the main concern was placed on teaching listening comprehension by task-based criteria methodology and using video, the above mentioned idea has been the matter of attention. this is the reason when we compare pre-test and post-test mean scores in our experimental group, obviously, the progression uncovers itself distinctively. furthermore, the paired samples t-test detects the level of .000, which proves the significance difference and the usefulness of video-based task instruction applied to the experimental group. however, as it is cited by vandergrift, (2004), “the recent literature on the l2 listening instruction suggests that students can benefit from an approach where strategies are taught in an integrated fashion” (p. 10). the on-hand study by its results in testing the first null hypothesis substantiate with evidence that this integrated approach can be achieved through instructing listening comprehension through video-based tasks. hence, the hypothesis that task-based instruction on the basis of video-based tasks does not have any significant effect on improving listening comprehension ability of iranian pre-intermediate efl learners is strongly rejected. it means that our instruction based on video-based tasks provided students a good development in listening comprehension ability. conclusions based on the data analysis and related discussion, it is clearly revealed that video is a very suitable and appropriate tool accompanied by different types of tasks for teaching and improving listening comprehension skill. for ells (english language learners), watching a person during communicative acts helps scaffold comprehension because an ell will also look at a person’s body language and facial the effects of video-based tasks sarani, behtash, nezhad no. 8 (january june 2014) no. 8 (january june 2014) 44 expressions to help encode the meaning of a message (erben, 2009). besides, video has a vast variety of features in which nearly all types of tasks within tblt (task-based language teaching) are applicable. wishfully, the present study will open a new road toward serious use of videos in teaching as course materials. for language teachers, a visual element increases the possibilities for using any text in the classroom. in other words, there are more things that you can do with words and pictures than with words alone. this is when video comes and helps us in teaching and learning. in our today’s world of technology, we could access to the mass of online video with all that is new and at the most advanced stage of creativity. and, of course, the growth of video sharing has allowed for availability of various videos. the world wide web is commonly not defined by restrictions. language teachers can make use of video material from their learners’ particular experiences for listening, speaking, reading, and writing activities and to evaluate their progress. finally, video as a worthy listening instrument can improve the listening knowledge for efl students. rarely does it happen that we provide our students this opportunity that they learn the course objectives through the video activities. we constantly ask our students to work with recorded conversations of people they never see. however, we can add a full innovative dimension to hearing practice in our english classrooms by using video. the setting, action, emotions, gestures, etc., that our students can perceive in a video clip, afford a central visual motivation for language production and practice. obviously it is proved that video-based tasks are totally effective in improving the listening ability of efl learners. not only looking from a teaching methodology point of view, but considering from psycholinguistics point of view, based on the present study, it gives the impression that one of the best ways of teaching and learning listening skill which is a real, actual, active, and operational approach can be considered as video-based tasks. unfortunately, on the level of academic research, there is a serious lack of studies on using videos for offering video-based courses of instruction. as it was discussed and as it comes from the title of the study, even less attention has been paid to listening comprehension ability. still, there are some suggestions in which this investigation and its results encouraged the researcher to propose more studies in this field. based on the present study, it seems that teaching and improving other skills of english language based on video can be put under the effects of video-based tasks sarani, behtash, nezhad no. 8 (january june 2014) no. 8 (january june 2014) 45 the matter of investigation, for example, courses of instruction for improving speaking, reading, and writing on the basis of video-based tasks. also, the notion of task design for listening comprehension or other language skills is recommended for future studies. the matter of gender and their level of satisfaction can be applied to the same study. also the concept of age could be put under the investigation. references aulia, m. 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(2002). a developmental perspective on technology in language education. tesol quarterly, 36(3), 453-475. wilkinson, r. (1984). video-based learning activities. tesol canada journal, 1(2), 83-86. willis, j. (1996). a framework for task-based learning. new york: longman. yousefi, m. h., mohammadi, e. g., & koosha, m. (2012). task complexity and its implication for pedagogy. theory and practice in language studies, 2(7), 77-92. the effects of video-based tasks sarani, behtash, nezhad no. 8 (january june 2014) no. 8 (january june 2014) 47 authors *abdullah sarani is associate professor in the department of english language and literature, university of sistan and baluchestan. he completed his ph.d. in applied linguistics at the university of delhi, india in 2005. his primary research areas¬ are second language acquisition, language teaching, discourse analysis, psycholinguistics and stylistics. his research articles have appeared mainly in international journals. *esmail zare behtash is a faculty member and the convener of m.a. students in chabahar maritime university, iran. at the moment he is a visiting scholar at oxford university in oriental institute. his publications cover two main areas: victorian literature and lexicography, writing bilingual dictionaries. professor behtash has presented a paper on the “literature review of fitzgerald’s rubáiyát” at the university of sydney (1992) and another paper on fitzgerald’s “rubáiyát: a victorian invention” in the nishabour international seminar on omar khayyam (1999). he has also published articles in persian on “faith and doubt in victorian poetry” (shahid beheshti university, tehran) and “fitzgerald and persian literature” (orientalia suecana, uppsala, sweden). in july 2009 he presented a paper on the “reception of the rubáiyát by the victorians” at cambridge university. professor behtash has published many books, and since 2001, he has been working on a large-scale project of a comprehensive collegiate persian-toenglish dictionary, expected to be published in 2012. *saieed moslemi nezhad arani is an m.a. student of tefol at university of sistan and baluchestan. he did his undergraduate work at payam-e-noor university of aran, iran, and received his bachelor of arts in english translation studies in 2010. then he moved to the university of sistan and baluchestan, chabahar international campus and started tefol studies in 2011. meanwhile he started to publish some articles in discourse and call studies he has been an english teacher and translator at various institutions and schools. he graduated on master of arts in tefol studies in 2013 with the purpose of combining tasks with videos for teaching english listening comprehension skill. the effects of video-based tasks sarani, behtash, nezhad no. 8 (january june 2014) no. 8 (january june 2014) gist1-2007.indd 65 intercultural communication competence through experiential learning: the importance of student-initiated strategies and dialogic encounters josephine ann taylor acknowledgement many thanks are due to the students of intercultural communication, 2nd semester 2005, of the institución universitaria colombo americana for their participation in the subculture project and their permission to reprint their experiences and findings here: angela ardila, jennifer calderón, milena jiménez, viviana morales, angélica peña and diana salcedo 66 intercultural communication competence through experiential learning abstract approaches to intercultural communication competence (icc) generally argue the need for objective knowledge about another culture as well as knowledge about and the ability to achieve appropriate behaviors of that target culture. most of these approaches continue to base themselves on a conception of culture as comprehensive but static. intercultural contact in this sense is a matter of contrasting and overcoming differences between one’s own culture and the host or target culture. other approaches, however, are adopting a more multicultural and pluricultural view of intercultural competence, and a more fluid and dynamic conceptualization of culture. these approaches tend to see the intercultural dynamic as an opportunity for “third places” to emerge where entirely new cultural knowledge and behavior can be constructed through cross-cultural contact and the interaction process in itself. this view sees cultures not as fixed entities to be learned and then copied, but rather as a hybrid and emergent phenomenon of today’s societies. what are needed, it is argued, are individuals who are more aware of their own linguaculture in a much deeper way, and who are open to exploring new identities and perspectives as part of their daily contact with others. here, the other is not only the different culture, with the emphasis on “different,” but rather the other may be anyone with whom the individual chooses to interact. this paper explores the subculture adaptation project conducted with third semester students in the bilingual education program at the institución universitaria colombo americana. students were asked to choose a subculture to which they wanted to or needed to belong, and complete a series of tasks to document the adaptation process. this exercise reveals that students who achieved the greatest degree of adaptation were those who were not limited to focusing on differences between themselves and members of the subculture. rather, these students consistently sought out emergent third places where they could construct relationships and interactions that brought together self and other in dialogic encounters where new understandings, relationships and identities could emerge. resumen distintas propuestas sobre la competencia comunicativa intercultural (cci) plantean la necesidad de poseer un conocimiento objetivo acerca de la otra cultura, al igual que de la habilidad de adquirir comportamientos propios de ésta. la mayoría de estas propuestas continúan basandose en la idea de que la cultura es amplia, pero estática. en este sentido, el contacto cultural se considera como una cuestión de contrastar y superar las diferencias entre la cultura propia y la cultura huesped u objeto. otras propuestas, sin embargo, están adoptando una visión más multicultural y pluricultural de la competencia intercultural, y una conceptualización más dinámica y fluída de la cultura. estas propuestas tienden a concebir la dinámica intercultural como una oportunidad para que aparezcan “terceros lugares” en donde se puedan construir un conocimiento y un comportamiento cultural completemente nuevos por medio del contacto entre-culturas y el proceso de interacción mismo. esta aproximación asume que las culturas no son entidades rígidas, que deben ser aprendidas y luego copiadas, sino que son un híbrido y un fenómeno que surge de las sociedades de hoy. se necesita, explican, de personas que sean más concientes de su lenguacultura a un nivel más profundo, y que estén abiertos a explorar nuevas identidades y perspectivas como parte de su contacto diario con otros. en este caso, el otro no es sólo la otra cultura diferente, con un marcado énfasis en su caráter de “diferente”; por el contrario, el otro puede ser alguien con quien la persona decide interactuar.este escrito explora el proyecto de adaptación cultural que se llevó a cabo con estudiantes de tercer semestre de la institución 67 universitaria colombo americana. en éste, se le pidió a los estudiantes que escogieran una subcultura a la que necesitaban o querían pertenecer, y que hicieran una serie de tareas para documentar el proceso de adaptación. este ejercicio muestra que los estudiantes que alcanzaron los niveles más altos de adaptación fueron aquellos que no se limitaron a enfocarse en las diferencias entre ellos y los miembros de la subcultura que estudiaron. por el contrario, estos estudiantes buscaron de manera consistente aquellos “terceros lugares” que surgían, a partir de los cuales construyeron relaciones e interacciones que integraban su yo y el otro en encuentros donde se daba el surgimiento de nuevos entendimientos, relaciones e identidades. key words: intercultural competence, cultural contact, cultural adaptation, culture, identity. palabras clave: competencia intercultural, contacto cultural, adaptación cultural, identidad. introduction the concept of intercultural communication and more specifically intercultural competence has become more frequent in contexts of foreign language learning since its inclusion in the general competences of the common european framework (council of europe, 2001). still, many treatments of intercultural competence are based on the concept of culture as a set of fixed parameters for thought and action and intercultural communication as a matter of contrast, essentially, between one’s own and others’ beliefs and behaviors. in this light, intercultural competence is a matter of achieving a smooth transition between one’s own culture and that of others by acquiring objective knowledge about the target culture as well as expertise in and the ability to achieve appropriate behaviors in that culture recently, however, other approaches are adopting a more multicultural and pluricultural view of intercultural competence, and a more fluid and dynamic conceptualization of culture. this view sees cultures not as fixed entities to be learned and then copied, but rather as a hybrid and emergent phenomenon of today’s societies (areizaga, 2001; carr, 1999; trujillo sáez, 2001). some have compared culture and intercultural communication to the construction of different discourses or realities on an interpersonal or inter-group level (palfreyman, 2005). the “assumptive world of the individual” (barna, 1998) is a highly significant, although subjective perspective of reality, and it is common for individuals to routinely encounter difference in their perspectives of the same thing. difference according to age, gender, profession, religious affiliation, organizational or family membership josephine ann taylor 68 are common, and we could argue that distinct perspectives of reality, values and patterns of behavior are constructed within these groups, much in the way they are in different cultures according to an ethnic dimension. achieving effective communication between members of different groups, not only ethnic or regional groups, is a challenge for living in today’s diverse communities. many authors (gudykunst & ting-toomey, 1988) consider the role of culture in interpersonal communication much in the way that it has been considered for intercultural communication in the traditional sense. these latter approaches tend to see the intercultural dynamic as an opportunity for “third places” to emerge where entirely new cultural knowledge and behavior can be constructed through cross-cultural contact and the interaction process in itself (lo bianco, j. et al, 1999; carr, 1999). what are needed, it is argued, are individuals who are more aware of their own linguaculture in a much deeper way, and who are open to exploring new identities and perspectives as part of their daily contact with others. here, the other is not only the different culture, with the emphasis on “different,” but rather the other may be anyone with whom the individual chooses to interact. this paper explores the subculture adaptation project conducted with third semester students in the bilingual education program at the institución universiatria colombo americana. students were asked to choose a subculture to which they wanted to or needed to belong, and complete a series of tasks to document the adaptation process. this exercise reveals indeed that students who achieved the greatest degree of adaptation were those who were not limited to focusing on differences between themselves and the subculture, but rather who sought out emergent third places where they could construct relationships and interactions that brought together both self and other into dialogic encounters where new understandings, relationships and identities could emerge. what is culture? perspectives about intercultural competence and ideas about how to achieve it are rooted in one’s underlying conception of culture. the traditional definition of culture, and perhaps the most common still remains some version of e.b. tyler’s famous 19th century statement that culture is “that complex whole which includes knowledge, belief, art, morals, law, custom, and any other capabilities and habits acquired by man as a member of society” (in lustig & koester, 1999, 28). these beliefs, norms and patterns of behavior are also considered to form a hidden superstructure that acts as a filter through which members intercultural communication competence through experiential learning 69 of a group see things (geertz, in berthoin & friedman, 2003). this group is usually considered according to an ethnic dimension, that is, as having a distinct country, regional or territorial affiliation, or at least a hereditary dimension since it is assumed that culture is learned and passed along through the generations as well. while it is still frequently seen and appeals to common sense as well, this traditional definition is accompanied today by other conceptualizations of culture that definitely impact the approach to intercultural communication and attempts at developing or studying intercultural competence. today’s concepts of culture include three important distinctions from the above. first, that culture can involve different domains, and is not an overriding set of norms applicable to all domains that most people inhabit on a daily basis. second, that it can reside in both the individual and the group (gudykunst & tingtoomey, 1998¸ palfreyman, 2005). third, that culture is not a fixed set of parameters, but is rather fluid and emergent, and particularly influenced by the interaction process itself (fairley, 2000). in this way, culture might not even be the appropriate term, but rather might relate more closely to what is known in post-structuralist theory as a discourse (foucault, in palfreyman, 2005; gee, in carr, 1999), which is “a way of interpreting and describing the world that is constructed through language and that appears across different contexts” (palfreyman, 2005, 213). this new interpretation is highly relevant when attempting to explain and address the difficulties that many people have communicating across boundaries of identity with others of different groups, not just different ethnic groups, but also across boundaries of age, gender, class, organizational or professional affiliation, or even across boundaries of identity constructs such as hobbies, personalities, and subculture identification. again, while much of the material on intercultural competence refers to culture in the traditional way and perceives intercultural communication as a problem of two different ethnic worldviews coming into contact, for our purposes it is relevant to draw on these latter considerations in order to address, as well, the communication problems most immediate and common in our setting. indeed, the subculture project described in this paper assumes the following: first, that interpersonal encounters and interaction across boundaries carry a similar dynamic as intercultural contact in the traditional sense. second, that experiential learning is possible through a josephine ann taylor 70 combination of theoretical study and exercises of reflection relevant to the adaptation process. this learning occurs without the need for intercultural encounters in the traditional sense; i.e. through visits to foreign countries or contact with foreigners. third, that the project would afford students important lessons for future encounters with others in terms of improved intercultural awareness and communicative competence across cultural and other boundaries and eventually more productive and peaceful relationships in their daily interaction in today’s society. perspectives on intercultural competence there are a variety of frameworks for dealing with intercultural awareness, communication and competence, as well as the adaptation process to a new culture. most of these frameworks and models presuppose one or another conceptualization of culture, as discussed above, and may be considered more or less useful to our discussion. nevertheless, it may be useful to examine several of them here. traits, competences and behaviors most of the models for developing intercultural competence assume the need to possess or acquire specific traits, characteristics, skills or competences in order to be more successful at dealing with members of other cultures, or with other individuals as well (lambert, 1999; lustig & koester, 1999). it is assumed that these items may be identified and in some cases even taught in order to increase an individual’s competence. in general, this approach looks for indicators of higher levels of global awareness as well as relativity and include such traits as flexibility, openness, patience, empathy and tolerance for ambiguity. by competence, most agree that the concept includes aspects such as effectiveness as well as appropriateness (lustig & koester, 1999). these competences include the ability to establish interpersonal relationships, as well as the awareness of the implications of cultural differences. other competences are the ability to communicative effectively and appropriately, the ability to adhere to norms and get help and the ability to collaborate in order to accomplish something of mutual interest or need. an obvious, but often overlooked element also includes proficiency in the target language (fantini, 2001). once the process has begun, the development of intercultural competence normally involves an on-going and lengthy process, occasionally even with plateaus and set-backs, and normally with no definable end. intercultural interactions are considered to be similar intercultural communication competence through experiential learning 71 to interpersonal interactions, but with many more variables. we could imagine a continuum of interactions with intimates or strangers within one’s own culture, interaction with people within a different subculture, interaction with others from other cultures in the home culture, and interaction with others in the host culture. each stage on the continuum presents more and more variables that make interactions less and less predictable (fantini, 2001). other approaches include the behavioral, which is not just what people think but what they do. this approach looks at specific communication behaviors during interactions. this approach looks for both the appropriateness and effectiveness of interactions and includes such evidence as the following: display of respect, orientation to knowledge, empathy, task role behavior or how to get something done, relational role behavior or how to relate to others, interaction management, and tolerance for ambiguity (koester & olebe, in lustig & koester, 1999). the above traits, competences and behaviors tend to intersect with cognitive, affective and behavioral dimensions of intercultural competence. some authors, however, devote particular attention to the affective dimension and refer specifically to the development of intercultural sensitivity (bennett, 1998; chen, 1997). chen, specifically, separates intercultural awareness, sensitivity and competence according to the cognitive, affective and behavioral dimensions, respectively, and gives particular priority to sensitivity as a pre-requisite for the other dimensions to be developed. bennett’s developmental model of intercultural sensitivity (1998) explores the process of cultural adaptation, beginning in stages of ethnocentrism and moving towards stages of increased ethnorelativism. goals and adaptation development one drawback of the above approaches is the lack of attention as to how individuals are expected to acquire the traits, competences, attitudes or behaviors needed to be successful at intercultural encounters. the following approaches devote more attention to issues arising directly out of processes of adaptation and spaces of interaction between selves and others. success at acquiring intercultural competence is linked to the purpose and goals of the interaction. for some, a goal might be to achieve native-like behavior; for others, it may be to gain acceptance in the host culture; and for still others, it might be just to survive (bradford josephine ann taylor 72 et al, 1998). fantini’s (2001) yoga framework or “your objectives, guidelines, and assessment” allows participants to define their own objectives, guides them throughout the experience and also provides an assessment tool for use at various stages of the process and at the end. this framework is also unique in that it includes both the guest’s (outsider) and host’s (insider) perspectives. this illustrates well the view of competence mentioned above as being that which is not only effective behavior (from the guest’s viewpoint) but also as appropriate behavior (from the host culture perspective). this model includes four dimensions: educational traveler, sojourner, professional, and specialist (fantini, 2001). the bhawuk and triandis model of intercultural expertise development (1996) accounts for the relationship between cultural knowledge, theoretical knowledge and experience in the development of intercultural competence. it includes four categories of expertise along a continuum: lay, novice, expert and advanced expert. moving along the scale depends on the individual’s level of theoretical knowledge and length of time in the host country. it is assumed that more training and theoretical knowledge of intercultural concepts, along with extended stay will develop knowledge (and expertise) at the level of application (knowing how to apply theory to experience) and eventually will allow for automatic knowledge where an individual might know how to behave at the moment of interaction. this model is interesting because it correlates strongly with the experiences of students in the subculture project, described later, where they were able to understand their experiences more deeply through their increasing contact with theoretical knowledge. this model is important as well because it stresses the limited developmental potential in pure experience, and attempts to explain why long-term residents of foreign countries often know how to behave but rarely know why certain behaviors or norms are preferred. avoiding and dealing with cross-cultural misunderstanding some of the literature about adaptation is specifically interested in the analysis or prevention of cross-cultural misunderstandings. although considered by many as an out-of-date piece of scholarship, gordon’s 1974 study of homestays in bogotá, colombia is quite useful for its challenges, even today, of typical folk wisdom surrounding intercultural encounters, especially in reference to those traits and characteristics thought to be important. indeed, not only intercultural sojourners, but most people do not normally consider themselves closed, difficult, intercultural communication competence through experiential learning 73 arrogant or inflexible people. yet most people routinely have mild to serious misunderstandings with others on an almost daily basis. the subjects in gordon´s study were all individuals who were highly motivated to live in colombia and participate in their host families’ lives. still, as gordon points out, “goodwill and intelligence are not enough” (gordon, 1974, 3) to prevent unintended but serious misunderstandings capable of undermining not only a guest’s ability to adapt to a homestay, but also capable of generating and perpetuating cultural stereotypes on the part of both north americans and colombians. gordon proposes a syllogistic analysis of the situations surrounding misunderstandings where the underlying cultural assumptions and patterns as well as situational premises are the source of many misunderstandings among people who actually have a strong desire or intention to communicate well (gordon, 1974). another interesting perspective on the source of misunderstandings is related to what is known as the “assumptive world of the individual,” where one person’s individual reality, regardless of cultural background, may be quite distinct in relationship to another (barnlund, 1998). …people see the world through templates which force them to construe events in unique ways. these patterns or grids which we fit over the realities of the world are cut from our own experience and values, and they predispose us to certain interpretations. industrialist and farmer do not see the “same” land; husband and wife do not plan for the “same” child; doctor and patient do not discuss the “same” disease; borrower and creditor do not negotiate the “same” mortgage; daughter and daughter-in-law do not react to the “same” mother. the worlds people create for themselves are distinctive worlds, not the same worlds others occupy. they fashion from every incident whatever meanings fit their own private biases. these biases, taken together, constitute what has been called the “assumptive world of the individual.” the worlds people get inside their heads are the only worlds they know. and these symbolic worlds, not the real world, are what people talk about, argue about, laugh about, fight about. barnlund (1998, 41). later in the subculture project, we will examine this perspective more in detail as participants were given a specific assignment in reference to this concept. students also found particularly helpful a collection of over-riding caveats, pointing out common errors in intercultural josephine ann taylor 74 and even interpersonal communication. barna (1998) points out six stumbling blocks to intercultural communication that may also be applied to communicating with others even inside the same culture. they are: assumption of similarities, language differences, nonverbal misinterpretations, preconceptions and stereotypes, tendency to evaluate and high anxiety. the preconceptions and stereotypes of others and the preference for similarity especially lead to the practice of “othering.” othering refers to “the ways in which the discourse of a particular group defines other groups in opposition to itself: and us and them view that constructs an identity for the other and, implicitly, for the self” (woodward, in palfreyman, 2005). othering can perpetuate generalizations and stereotypes and cause major barriers to successful communication. interactional perspectives related to newer views of culture mentioned earlier, there are also alternative perspectives of intercultural communication competence which perceive culture and intercultural encounters as more fluid and unpredictable in terms of creation, emergence and interaction. hammer (in fairley, 2000, 9) states “it is not the communication skill per se that contributes to the various adaptation and or effectiveness outcomes… rather, it is the individual interactants’ judgments of self and other competence based upon the communication performances engaged…” casmir (in fairley, 2000) provides a model of intercultural communication that moves away from the unidirectional emphasis of previous models, proposing that the model should mirror the interactionality and participatory nature of real human encounters. he suggests that new cultures can emerge through intercultural interaction since individuals are actually more than the boundaries of cultural norms to which they may belong. this is particularly relevant when viewing subcultures since most individuals move in a fluid fashion from subculture to subculture throughout their daily routines, adapting, modifying and creating themselves in the process, and that it is precisely the qualities that enable this daily adaptation that are the same qualities and competences required when facing “foreign” or “new” cultures and subcultures. this alternative view sees culture linked to the concept of identity, and cultural identities as emerging, modifiable and situational, negotiated during interactions, much in keeping with the not-only-ethnic, discoursenatured concept of culture outlined earlier. in this view, culture is actually intercultural communication competence through experiential learning 75 emerging, dynamic, and created even within the contexts of interaction, subject to change (casmir, in trujillo sáez, 2005). competence in this context is not characterized by universal or general aptitudes (tolerance, respect, empathy) applicable to any and all situations, but rather dependent on the particular situation or context and one’s interaction with it. intercultural communication is not just for divergent groups or contexts, but is actually characterized by the coming together through interaction and shared experience and the third culture that emerges from this interaction (lo bianco et al, 1999). it is argued that these “third spaces” are in fact the most valuable in terms of their potential for generating opportunities for interaction, dialogue, and even conflict, which at its root provides the most fertile ground for “productive dialogue between existing and new understandings” (carr, 1999, 106). this approach challenges the need for learning appropriate behaviors or acquiring useful traits for future encounters when it is virtually impossible to predict cultural behavior. rather, it relies on experience, including failure experience as a teaching tool and rejects the notion that being competent necessarily involves being appropriate. this approach also embraces the newer conceptualizations of culture as a highly emergent, individual and hybrid and views the spaces of interaction between cultural beings as opportunities for dialogic encounters and heteroglossia (bakhtin, in carr, 1999) where many voices come together to form a new culture. it is interesting that precisely this multi-voicing and dialogue were strategies developed by students in the subculture adaptation project. the subculture adaptation project in order to explore these frameworks and theories in a practical and experiential exercise, it may be interesting to document several findings from the “the subculture adaptation project,” carried out with third-semester-university students enrolled in the undergraduate bilingual education program at the institución universitaria colombo americana in bogotá, colombia. the objective of the project was for each student to follow his or her personal process of adaptation to a new subculture. this paper assumes that a subculture can be defined as a slice of the host culture, a group to which one belongs in addition to belonging to the umbrella culture of, for example, colombians or bogotanos. examples of subcultures include professions and families, each with their own rules and patterns of behavior, insider knowledge, discourses and beliefs. other examples can include those chosen in this study: hip-hoppers, millionarios or santa fé soccer team fan clubs, gym-goers, or members of classrooms or a particular group josephine ann taylor 76 of friends or social circle. the goal of the project was not necessarily that students adapt completely, but to carry out an attempt at the adaptation process and to learn from the experience. the rationale for the project is connected to the university’s philosophy of learning as involving the acquisition of not only content but skills and language as well. hence, the objective of the course was for students to not only demonstrate knowledge about theories of intercultural communication, but also to carry out systematic chains of action in order to gain and demonstrate competence as well. in the case of intercultural communication, the approach to culture argued above made it possible to carry out experiential learning without an international experience with a “foreign” culture or with the culture of the target language, that being english. as stated above, encounters with members of other subcultures or individuals within one’s own culture carry an intercultural dimension that is significant but often overlooked. in a previous course, communication theory, students were exposed to the concept of a subculture, and had spent an entire semester studying insider meaning within the subcultures they belonged to, for example, metal-heads, billiard players, jehovah’s witnesses, soccer teams, families, musical groups, salsa clubs, dance-dance-revolutionaries, and more. students were able to observe and analyze all aspects of insider meaning, including symbols and artifacts, use of space and environment, cultural patterns, values and beliefs, verbal and nonverbal communication. they acquired tools and techniques such as ethnographic fieldnotes, participant observation, use of informants, and had learned to analyze the observed phenomena according to general theories of meaning creation within groups. two of the most important theoretical figures in the course included edward t. hall and roland barthes, and students used these frameworks in their analysis of cultural patterns, artifacts, symbols and space. the intercultural communication course was an extension of this previous training and provided new theoretical concepts related to cultural variation, the adaptation process, and intercultural competence. task 1: choose the subculture the subculture project was divided into four tasks. in the first task, students were asked to choose the subculture to which they wished to adapt and to explain the reasons for their choice. personal motivations for the choice of subculture differed, but most expressed a real need intercultural communication competence through experiential learning 77 and desire to adapt to the group. in three cases, students chose a new class with a new teacher who was a foreigner (north american and british). other students related their choice to social needs and relationships with friends or boyfriends who belonged to different subcultures that the student felt the need to join: e.g. a different social circle, millionarios and santa fé soccer team fan clubs, gym-goers. many students saw the subculture project as a way to confront their own preconceptions about the group and saw the project as a way to overcome difficulties that they might have experienced previously, or to deal with issues related to difference, miscommunication, misadaptation, and the existence of preconceptions, stereotypes and generalizations. for example, angela chose the “world deport” gym where her best friend worked out even though she admitted that “i do not like to exercise and i have a bad preconception about people who go there. for me, these people are superficial and plastic. it means that they only want to look good and they do not care about knowledge.” milena chose her boyfriend’s social circle despite previous difficulties. “for me to make an integration with them has been hard because of many reasons. first, i feel unsure of my own knowledge and personality in front of them. second, my boyfriend’s friends have another style of life. for instance, they have families and other kinds of experiences that i do not have, so their perspective is different from mine.” jennifer chose her research teacher, a north american. she noted that the adaptation would not only involve an individual from a foreign culture, but to a new group of classmates as well. “besides adapting to my new research teacher, i have to share with people i have not worked with before.” most voiced feelings of anxiety and anticipation about facing new situations and new people, nervousness about facing the new experience, but optimism about the project as a way to help them learn how to adapt to new situations. some even presented a list of objectives, or a plan to mentally visualize how the project would develop. viviana wrote, “based on my experience with my english teacher, who is an american, i am positive that i can learn much more through differences because they lead me to develop adaptation strategies.” josephine ann taylor 78 jennifer says, “many times i have to tell my research teacher; ‘excuse me, could you please explain…?’ it is embarrassing. but i will overcome misunderstandings and later on i will laugh with my classmates about the professor’s jokes” milena comments, “when i was in my boyfriend’s office, i felt a little nervous because there were people i did not know, so i was thinking, ‘how do i have to behave here?’” angela: “i feel anxious because i know that it can be difficult for since i have to do physical exercise. but, i also want to meet new people and ways of thinking.” task 2: “the assumptive world of the individual” this task made reference to a theoretical concept, the “assumptive world of the individual,” which students had encountered in barnlund (1998). this concept is relevant to the development of intercultural competence since it explores the existence of reality from within each individual rather than in reference to an “objective” world outside of our heads. this explains why two cultures, groups, or even individuals can perceive “the same thing” from entirely different perspectives, a phenomenon that lies at the heart of many, if not most, intercultural or interpersonal misunderstandings. this concept is also important because it helps us move beyond the typical consideration of culture as something static and predictable by groups, comprised of predictable common beliefs and patterns of behavior. rather, it helps us explore culture as something more flexible, emerging and variable, articulated in individual or group discourses. most students in this task related an incident that had taken place in their new subculture and then attempted to analyze and explain the basis for misunderstanding through the distance between their own perspective of the event vs. that of the member or members of the subculture. angelica writes, “when i saw the police woman in el campin, (football stadium) i smiled like saying ‘hi!’ but she thought that i had something strange because of my smile. i did it because i was quite nervous.” angelica was given an extra-complete frisking and had her belt confiscated as a “reward” for her “polite” behavior. angela encountered what she considered “strange behavior” on her first visit to the gym. she writes, “the first time i was there i felt intercultural communication competence through experiential learning 79 uncomfortable because people looked at me as an alien. after telling my friend how i felt, she told me that they always behave like that with new people… usually we see, hear, smell and feel according to our own reality, rather than based on the insiders’ one….not everybody understands and interpret behaviors in the same way. today i am conscious about it, and it is really helpful.” here we can see the emergence of strategies employed by the students as they attempted to investigate the “insider” meaning vs. their own understanding. they used participant observation, informants, sometimes multiple informants, sometimes asking the member of the subculture directly, reflection, class discussion and time as tools to understand the incident from another perspective. diana writes about her british teacher, “i do not like it when my teacher says ‘shut up.’ some of my classmates say that it is a way to control; others interpret this expression as ‘callese la jeta.’ after asking my teacher about this phrase, i could understand that she just wants us not to talk among ourselves in order to lead us to ask her in case of any doubt.” jennifer writes, “’i like risks, or why do you think i am here in colombia?’ it was not funny for me, but it was for most of the class because they already know the kind of jokes that the research teacher tells. for me he was a little rude. after asking one of my classmates what was so funny about that, i could see the situation from another perspective and could laugh too. now i am becoming more open minded and respectful while adapting to my subculture.” viviana used a combination of direct questioning and comparison with her own cultural reference to interpret the following problem: “study all the new reading’s vocabulary for the exam.” when my english teacher asked me to do that, i thought he was crazy. this is impossible to achieve, and it doesn’t make any sense. english 4 readings have 60% new words, and x’s favorite phrase is, “i will ask this on the final test.” so, in spite of my fear when i am in front of x, i decided to ask him what he means by “study all the new reading’s vocabulary.” his response was “i do not want you to memorize every single word, just use some of them in your writing. also, i want you to focus on the main ideas of the readings, not just in new words. don’t worry about it.” after our conversation, i asked myself why i was stressed about memorizing all the words. i concluded that it was because in my culture, students are supposed to learn many things by memory. after clarifying josephine ann taylor 80 this misunderstanding, i realized how different our “assumptive world” was. he asked me something according with his own intentions and worldview, and i understood another thing due to my personal interpretation about it.. once students achieved the understanding from another perspective, it aided them in breaking down preconceptions, stereotypes and generalizations since it added a dimension of understanding and empathy. as well, the use of informants to gain insights into the perspective of the other, and establishing dialogue directly with the individual in question or a member of the subculture were important strategies that once developed, students continued to rely on in future encounters. once established, the continued use of informants and dialogue enabled the students to open third spaces of emergent culture where they could openly explore the issues affecting their entry into the other culture as well as others’ perceptions of them. to the extent that these dialogic encounters were allowed to continue and develop throughout the project, students’ adaptation gained an important dimension absent from other students’ who did not manage to establish such spaces. viviana writes, “i had some prejudices about my english teacher. last semester a friend of mine told me, ’his speech is not easy to understand. he assigns a great amount of homework. exams are difficult and they are the only grade along the semester. also, he is not friendly at all.’ fortunately, now i am aware of how harmful it is to keep those prejudices, so facing the situation is a good chance to get rid of them. the high degree of interaction i developed during classes and out of them helped me a lot to know and adapt to my english teacher.” task 3: where am i on the adaptation scale? in this task, students were asked to place themselves on the bhawuk and triandis’ scale of intercultural expertise. this scale makes reference to the interplay between theoretical knowledge, culture-specific knowledge and experience, and their effect on the individual’s adaptability to a foreign culture. (bhawuk & triandis, 1996). most students placed themselves between novice and expert stages, with some feeling that they were more towards the novice and others more towards the expert. after placing themselves on the scale, they gave concrete evidence to support their decision. intercultural communication competence through experiential learning 81 most students discussed the role of theoretical knowledge and its usefulness for helping them adapt to the new subculture. key to reaching the “associative” stage of the scale and moving to be an “expert” is acquiring the ability to apply theoretical knowledge to practical experience. this relationship does not become automatic where the person naturally knows how to behave until the “advanced expert” stage, but at the associative stage, the person at least is able to make the link between what he or she experiences and what intercultural theory might lend to that experience. in our case, it helped students analyze their experiences, although often after the fact. when analyzing their ability to apply theory, students referred frequently to edward t. hall’s discussion of cultural patterns (hall, 1959, 1969, 1976) studied in the previous semester. it is interesting to note that students found his theoretical insights into cultural patterns useful even in the new class. in most assessments, students mentioned that they had successfully adapted to the subculture enough in order to carry out basic interaction as part of the group without feeling as much like an outsider with no idea what to do. most said that they felt fairly comfortable when being in the group, in social situations, knew when to laugh, could follow the social interaction and basically felt okay. jennifer writes, “i have applied in my research class what i have learned in intercultural communication class, so i can say that theory is helpful to face and understand differences. taking into account my experiences in research class, i consider that my level of theoretical training is high because when i face new situations i analyze differences, common symbols, expressions, and so on; theory and experience must go together.” milena explains, “despite of the fact that i felt uncomfortable and anxious with my boyfriend’s co-workers because of their age and knowledge, i am trying to adapt using the theory i have learned. during my process of adaptation there, once i talked with one of my boyfriend’s friends and i realized that she was not as i thought. so, i am sure that theory leads me to be open-minded, and helps me a lot to get rid of generalizations.” the only exception was angelica who did not feel that she had adequate knowledge about soccer or enough theoretical knowledge to apply to her experiences in el campín. she still felt like a novice. she writes, “i do not know what theory i can apply when i am interacting with unfamiliar people or subcultures. when i was in el campín josephine ann taylor 82 watching a game, i felt tired so i sat down. as soon as i did, people looked at me in a bad way. later my boyfriend explained that people there do not sit down until after the first 45 minutes of the game.” in spite of his explanation, angelica was upset because she considered that she had a right to sit down if she was tired. most students felt that in spite of their progress, they still had many things to learn and continued to experience misunderstandings or continued to struggle with difficulty accepting members of the other subculture. some students began wondering if there were limits to adaptation. milena writes, “i met a man (in the group) with a sexist attitude. this… made me feel so uncomfortable and also caused me to make strong generalizations about him because according to my own perspective, this way to behave was disgusting and disrespectful…so, i could not avoid my own perception about his personality.” again, students pointed to a variety of tools, skills and strategies they had developed to understand members of the subculture and to read encounters and experiences through the eyes of theory. most felt that the theory allowed them to be more aware of difference and aware in general. again, strategies were used successfully to deal with miscommunications and to avoid “bumps.” these strategies included participant observation and analysis afterwards, speaking to informants, reflection, discussion of incidents in intercultural communication class, and analysis. frequently time and more experience aided in the students’ ability to adapt and move on the scale. diana writes, “i am moving from the novice to the expert stage since i have developed some strategies like the identification of artifacts, symbols, cultural patterns, use of space, and power relationships. noticing these variables is possible through out observation, fieldnotes, participant observation, data analysis, reflection, having informants, asking the person directly and so on. based on my experience, i consider that theory and practice are really helpful to understand unfamiliar situations and reach adaptation.” task 4: final conclusions in the fourth and final task of the project, students were asked to write a report about the state of their adaptation to the subculture they had chosen. they were to give specific examples to discuss the extent of adaptation, gauge the level of success of the adaptation, and specific reasons why they had or had not successfully adapted. in this exercise, the degree of success depended to a great deal on how the student defined adaptation, and to his or her own personal goals in terms of the extent to which he or she needed definitely to intercultural communication competence through experiential learning 83 become a part of the subculture, or perhaps to simply understand it. also, this personal objective of adaptation also had to do with the personal investment each individual had of belonging to the group and to what extent. in milena’s case, there were very high expectations as well as high stakes involved in her belonging to her boyfriend’s social circle. therefore, she continued, in spite of her successes, to have a great deal of anxiety about her adaptation, and tended to become frustrated each time there were difficulties in her complete adaptation. on the other hand, she had managed to find a friend among the group, and this ally enabled her to link herself more into the social circle and achieve a sense of belonging. she also discovered that interaction with her boyfriend’s group of friends was easier outside the office in “neutral” spaces like in soccer games since the topics of conversation were not about knowledge or money. “during the soccer game, i had the opportunity to talk with some of them about my studies without feeling anxious or ashamed…once, while i was waiting for my boyfriend in his office i met y; it was nice because after our long conversation i could realize that my assumptions about her personality were wrong.” clearly for the students there were different goals in terms of the levels of adaptation they had hoped to achieve. for some, it was just a matter of facing a new group of people and understanding them better, being able to deal with the anxiety of entry into a new group. as soon as these people felt that they knew the group better and could interact on a basic level, they felt that their adaptation had been complete. in jennifer’s case, she felt that she had been successful adapting to the research class of the north american teacher. she stated that she had been able to learn the system and the rules and was able to follow the class. in other words, she knew what she had to do to get along in the course and could follow the class sessions better, knew when to laugh at the teacher’s jokes, and generally felt that she fit in fairly well in the class. she had also developed strategies to find out what she had to do. so, in relation to her goals and definition of what adaptation is, jennifer felt herself to have been successful. “adapting to my new class was kind of easy because sometimes my classmates helped me to understand and solve misinterpretations and misunderstandings. also, i checked the website that the teacher had designed for clearing up doubts and read his class summaries. i consider that i have adapted to the class since i know the flow of the josephine ann taylor 84 course, i understand more when my teacher speaks, and i feel much more comfortable because i am doing the right thing; i am not lost any more.” viviana chose the same teacher but her view of adaptation was slightly different from jennifer’s. for viviana, the preconceptions and generalizations she had about the teacher were the basis for her choosing that particular subculture because she instinctively knew that she should confront those preconceptions in order not to perpetuate the stereotyping of the teacher among her classmates. so, in her eyes, adaptation was not only to the structure and routines of the class, but to the teacher as a person who is new, different and unknown. in order to adapt to the subculture, to the course, she had to learn to adapt to the person and to confront her biases. viviana was also able to develop the strategy of dialogue as a mechanism to clarify class questions with the teacher and also as an important vehicle to open the door for further communication with the teacher. it is through this dialogue that she got to know the teacher as a person and modified her preconceptions based on first hand experience rather than gossip. “once i asked my teacher to clarify some rubrics and he told me, ‘don’t worry about my strong suggestions. you got it!’ then i realized that the communication problem between us was not language or the class itself, rather it was because of biases. so, i began to talk with him after classes about him as a person since i wanted to face preconceptions. currently, i consider that free of prejudices and assumptions, we are having a nice relationship.” it is important to note that all students who completed the project felt that they had been successful at their adaptation to the subculture although each clearly had a different notion as to what adaptation would entail and their own personal goals in the project. it is also important to note that the students were able to make this adaptation through a combination of theory, experience and the development of specific skills and strategies. students frequently mentioned the theories outlined above as a framework for understanding difference. they also resorted frequently to fieldworking skills they had learned in the previous semester as a way to observe and analyze culture. further, all students benefited from the space for analysis and distance that were possible over time due to the restriction of most experiences to discreet “entries” into the subculture rather than constant exposure. perhaps more importantly, it is possible to posit a relationship between the degree of complexity and penetration of students’ interactions intercultural communication competence through experiential learning 85 and the need for not only theory but also independent strategies for understanding, coping and analyzing what they experienced. particularly in the cases of milena and viviana, the desire to create dialogic third spaces with members of the subcultures they had chosen led to more complex interactions and ultimately more features of emergent third cultures characterized by sustained interaction and the construction of new discourses among the members. conclusion several factors proved to be significant in students’ experiences in the subculture adaptation project: theoretical awareness of culture and intercultural communication, the development and use of strategies, and the emergence of on-going dialogic encounters. students who employed all three in the analysis and reflection of their experiences in the project tended to achieve greater degrees of penetration, sustained contact and interaction, and eventually adaptation to the group or to individuals in the group. students who primarily considered difference and the contrast of one’s own beliefs and behaviors with others’ tended to achieve recognition of and sometimes understanding of difference, but failed to establish third spaces of dialogue or on-going interaction. it is interesting to note as well that where these third spaces were absent, the construction of new cultural knowledge and behaviors, new identities and interculturality in its hybrid and dynamic sense were not achieved. it is important to note that of the three significant factors affecting students’ adaptation in the project, the only aspect explicitly considered in the tasks assigned in the project was the need for theory when approaching experiential learning. the two other factors, development of independent strategies and third spaces of dialogue and construction of interculturality, were not specifically predicted as important or significant. as the strategies began to emerge in students’ practice, the professor did call the other students’ attention to what she considered significant developments. however, the concept of third spaces was never included explicitly in the project in the moment it was being carried out. this is relevant to the extent to which students might have actually gained higher or more significant levels of adaptation had these other elements been explicitly worked into project tasks and the respective reflection, analysis and discussion of them. had students known about the possibility or need for establishing dialogue and third spaces for new cultural construction, and had tasks been constructed that would have sought to invite precisely these types of considerations josephine ann taylor 86 in the subcultures, students might have been able to achieve more experience of that kind. as it stands, dialogue and strategies were developed in a completely independent and spontaneous fashion by the students. it would be important to devote more precise and structured attention to these aspects in future projects. still, a striking similarity has emerged between this experience and newer considerations of culture and intercultural communication outlined at the outset of this paper. however, as with many of the approaches to intercultural competence outlined above, there tend to be a surplus of available models but a lack of grounded research applying or exploring these frameworks. if, for example, the basis for strategy development and dialogue is to be explored further, it will be important to develop a more structured approach to research with these considerations in mind, as well as many more experiences from which to draw conclusions. references areizaga, e. 2001. cultural para la formación de la competencia comunicativa intercultural: el enfoque formativo. revista psicodidáctica, 012. universidad del país vasco. retrieved september 25, 2006 from http:// redalyc.uaemex.mx/redalyc/pdf/175/17501205.pdf barna, l. m. 1998. stumbling blocks in intercultural communication. in bennett, m. j. basic concepts of intercultural communication. yarmouth, me: intercultural press. 173-190. barnlund, d. 1998. communication in a global village. in bennett, m. j. basic concepts of intercultural communication. yarmouth, me: intercultural press. 35-54. bennet, m. j. 1998. intercultural communication: a current perspective. in bennett, m. j. basic concepts of intercultural communication. yarmouth, maine: intercultural press. 1-34. berthoin, a. a. & friedman, v. 2003. negotiating reality as an approach to intercultural competence. discussion paper spiii 2003-101. berlin: wissenschaftszentrum berlin für sozialforschung. retrieved july 11, 2006 from http://skylla.wz-berlin.de/pdf/2003/iii03-101.pdf bhawuk, d. p. s. & triandis, h. c. 1996. “the role of culture theory in the study of culture and intercultural training.” in landis, d. & bhagat, r. s. (eds.). (1996). handbook of intercultural training. second edition. thousand oaks, ca: sage publications. 17-34. intercultural communication competence through experiential learning 87 bradford, l, allen, m. & beisser, k. 1998. an evaluation and meta-analysis of intercultural communication competence research. retrieved july 27, 2006 from eric online database (no. ed 417 453) carr, j. 1999. from ‘sympathetic’ to ‘dialogic’ imagination. in lobianco, j. liddicoat, j.a., & crozet, c. (eds.). 1999. striving for third place: intercultural competence through language education. deakin: australian national languages and literacy inst. 103-12. retrieved september 26, 2006 from eric online database (no. ed 432 918) chen, g. m. 1997. a review of the concept of intercultural sensitivity. paper presented at the biennial convention of the pacific and asian communication association. honolulu, hi. retrived october 20, 2006 from eric online database (no. ed 408 634) council of europe 2001. common european framework of reference for languages: learning, teaching, assessment. cambridge: cambridge university press. fairley, m. 2000. intercultural communication competence: implications of ‘old’ and ‘new’ paradigms. retrieved july 27, 2006 from eric online database (no. ed 439 449) fantini, a. e. 2001. exploring intercultural competence: a construct proposal. paper presented at the 4th annual conference of ncolctl. retrieved july 13, 2006 from http://www.councilnet.org/papers/fantini.doc gordon, r. l. 1974. living in latin america. skokie, il: national textbook company. gudykunst, w. b. & ting-toomey, s. 1988. culture and interpersonal communication. newbury park, ca: sage. hall, e. t. 1976. beyond culture. new york: anchor. . 1969. the hidden dimension. new york: anchor. . 1959. the silent language. greenwich, cn: fawcett. lambert, r. 1999. “language and intercultural competence.” in lobianco, j. liddicoat, j.a., & crozet, c. (eds.). (1999). striving for third place: intercultural competence through language education. deakin: australian national languages and literacy inst. pp. 65-72. retrieved september 26, 2006 from eric online database (no. ed 432 918) lustig, m. w. & koester, j. 1999. intercultural competence. new york: addison-wesley longman. palfreyman, d. 2005. othering in an english language program. tesol quarterly, 39 (2). 211-234. trujillo sáez, f. (2005). en torno a la interculturalidad: reflexiones sobre cultura y comunicación para la didáctica de la lengua. porta linguarum 4. retrived september 25, 2006 from http://fernandotrujillo.com/ publicaciones/reflexion_intercultura.pdf. josephine ann taylor 88 appendix tasks for the subculture adapatation project subculture project: task 1 choose the subculture you wish to use for the first course project. write a brief (1-page) explanation of why you have chosen the particular subculture, and describing the degree of interaction you will be able to have with that subculture. if you wish to use a subculture which you only have limited interaction with, please propose a way to work with the deadlines outlined by the course. subculture project: task 2 complete the following task based on fieldwork in your subculture. kelly (in barnlund, 1998) argues that individuals and cultures create and use different templates, patterns or grids to see the world, that things we assume are common are not, in fact, the same for everyone, even the child is not the same child according to the different interpretations by the husband or wife. barnlund goes on to argue that the worlds people create for themselves are distinct, not the same, and that they constitute the “assumptive world of the individual.” it is the only world they know, and these symbolic worlds, not the real world are what people talk about, etc. in the subculture you are studying, demonstrate these different worlds. choose several aspects to compare, for example, ideas, facts, artifacts, people. analyze to what extent the subculture’s perception or interpretation of that aspect is the same or different as your own. explain how the two perceptions differ. for example, explain the meaning in your subculture and then the meaning according to the perception of the subculture you are studying. submit a 1-2 page report about your findings. subculture project: task 3 for the following task, please refer to bhawuk and triandis’ chart of intercultural expertise. use the information in the article to place yourself on the chart in reference to the subculture you are working on. use concrete evidence from your experience in your subculture (and from your theoretical training in our courses) to explain why you placed yourself where you did on the chart. for example, what degree intercultural communication competence through experiential learning 89 of theoretical training do you think you have? how have you applied that theoretical knowledge in the subculture experience? what level of experience do you have in the new subculture? how has this growing experience helped you to be able to adapt into the culture? write up your ideas in 1-2 pages. subculture project: task 4 please write a report about the state of your adaptation to the subculture you have chosen. give specific examples to discuss the extent of your adaptation into this subculture. do you feel that you have, indeed, been successful in your adaptation? discuss the specific reasons why you have or have not successfully adapted. your report should be 2-3 pages long, and you should prepare a short 5-10 minute oral report for class. josephine ann taylor is the academic director of the centro colombo americano, bogotá and adjunct professor at the institución universitaria colombo americana. she holds a b.a. in english and french from emory university and an m.s. in teaching english as a second language from georgia state university, both in atlanta, georgia. she has taught and lived in germany, the u.s. and colombia. her interests include curricular development, speech communication, cultural studies and discourse analysis. e-mail: jtaylor@colombobogota.edu.co josephine ann taylor 271 the effect of direct instruction on pronunciation: only evident when conditions for monitor use are met?1 stephen d. krashen2* university of southern california emeritus, usa direct or explicit instruction is hypothesized to result in conscious learning, not subconscious acquisition. if this hypothesis is correct, language acquisition theory predicts that the effect of explicit instruction will appear only when three conditions for the use of conscious learning (monitor use) are met: when the second language performer (1) consciously knows the rule, (2) has time to think about the rule, and (3) is thinking about correctness, or is focused on form. so far, research results are consistent with these predictions for grammar instruction (krashen, 1982, 2003). a helpful recent review allows us to begin to investigate whether these predictions hold for pronunciation instruction. saito (2012) reviewed 15 studies of the effect of instruction on accent, and reported that in only five of the 15 were subjects tested in spontaneous speech situations, that is, on a test in which they were supposedly unable to use consciously learned knowledge, where at least one or more of the three conditions for monitor use seemed not to be met. of these five studies, saito reports that instruction had a positive effect in just two. in one (derwing, munro and wiebe, 1998), instruction in “global” aspects of pronunciation (“speaking rate, intonation, rhythm, projection, word stress and sentence stress,” p. 399) improved “fluency” and “comprehensibility” but did not improve not accent. direct “segmental” instruction, focused on individual sounds, had no significant effects on any of the measures requiring spontaneous gist education and learning research journal. issn 1692-5777. no. 7, november 2013. pp. 271-275 1 received: may 14, 2013, / accepted: july 21, 2013 2 email: skrashen@yahoo.com lexical bundles in academic presentation no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 272 speech. also, the investigators did not provide the actual scores, but only stated that the difference was statistically significant; it was not possible to calculate effect sizes (see derwing et. al., p. 405). in the second study, saito and lyster (2012) trained japanese speakers of english as a second language on one sound, the english “r” sound, combining direct instruction and corrective feedback when students mispronounced the target sound. the treatment lasted four hours (four one-hour sessions, twice a week for two weeks), and focused on teaching both english argumentative skills and pronunciation accuracy. (students were encouraged “to notice and practice the target feature in the context of meaning-oriented instruction,” p. 607). on the “spontaneous” test subjects described pictures with only five seconds to prepare; four pictures were designed to elicit words with the target sound (in initial position only) and four were distractors. subjects who had the training produced more accurate versions of the target sound, compared to controls who had no training (d = 1.14, a large effect). another group that had direct instruction on the “r” sound without correction was not significantly different from the controls. also, only the instruction plus correction group significantly improved their pronunciation of “r” from pretest levels (d = .81). at best, this study suggests that pronunciation training has a genuine effect (that is, instruction impacts acquired and not just learned competence) when it focuses on only one aspect, and provides not just instruction but also correction. but there are good reasons to suppose that all three necessary conditions for the use of the monitor were met on the “spontaneous” test. 1 all subjects had experienced a four-hour training session that included instruction and correction on the target sound. they were thus quite aware of how to produce it. 2. focus on form: several factors suggest that subjects might have been thinking about correct pronunciation of “r” during the picture description test. the pre-test, the instruction and other post-tests clearly sent the message that the purpose of the picture description task was to test their pronunciation of “r”. also, along with each picture, subjects were provided with written “word cues” to encourage them to use certain words containing “r”: “for example, a picture of a table left on a driveway in the rain was accompanied by three word cues (i.e. table, driveway, rain) and was used to elicit the target word rain …” (p. 611). finally, asked what they had learned from the 4-hour session, 63 out of 65 subjects responded that while the effect of direct instruction on pronunciation krashen no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 273 their primary concern was learning argumentation skills, their secondary concern was “the importance of an english “r” and “l” contrast. as the investigators stated, this contrast is considered a “top priority” among japanese speakers acquiring english, and subjects were probably aware of this. 3. time: subjects had only five seconds to prepare their comments, but the time pressure associated with normal conversation was not present. subjects were apparently free to take their time while speaking and access their conscious knowledge of how “r” is pronounced. the saito and lyster study is the only one that provides possible evidence that instruction can influence the acquisition, and not just the learning, of accent. thus, the entire case supporting the hypothesis that instruction and correction can lead to the acquisition of improved pronunciation is based on a single study involving training on one sound, and there are plausible reasons to hypothesize that acquisition did not take place. follow-up testing, with an even longer period of time between the instruction and the post-test, under conditions where monitoring is highly improbable can resolve this issue (e.g. a real conversation with people not associated with the pronunciation instruction, with no suggested target words presented). references derwing, t., munro, m., & wiebe, g. (1998). evidence in favor of a broad framework for pronunciation instruction. language learning 48(3): 393-410. farzanfar, a. (2008) the use of scaffolding-based software in developing pronunciation. master’s thesis, universiti putra malaysia. krashen, s. (1982). principles and practice in second language. new york: peragmon press. available at www.sdkrashen.com. krashen, s. (2003). explorations in language acquisition and language use: the taipei lectures. portsmouth, nh: heinemann publishing company. saito, k. (2012). effects of instruction on l2 pronunciation development. a synthesis of 15 quasi-experimental intervention studies. tesol quarterly 46(4): 842-854. saito, k. & lyster, r. (2012). effects of form-focused instruction and corrective feedback on l2 pronunciation. language learning 62: 595-633. the effect of direct instruction on pronunciation krashen no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 274 appendix commercial accent improvement software: any evidence it works? i examined six websites advertising accent improvement software. all six websites claim that their software will help those acquiring english as a second language develop a better accent in american or canadian english. five of the six companies simply claimed that their system worked, and that their customers were happy with their product. no research was mentioned supporting their software or any other accent improvement software. the companies are: 1. english without accent: http://englishwithoutaccent.com/, 2. pronunciation workshop: pronunicationworkshop.com, 3. executive language training: http://www.eltlearn.com/pronunciationsoftware.html 4. english talk shop: http://www.englishtalkshop.com/accentreduction-software/accent-improvement-for-academics 5. l2 accent reduction. http://www.l2accent.com accent master (http://www.accentmaster.com) is the only software company that claims that its approach is based on research. they cite, however, only one study, an unpublished ma thesis done in putra university, malaysia (farzanfar, a. 2008). i attempted to download the thesis from several sources but only the first seven pages were available. the abstract claims that subjects’ accents improved, but we do not know what the testing conditions were: as noted above, my prediction is that direct teaching of accent will only show an effect on tests in which subjects have time to monitor, are focused on correction, and are tested on what they have been trained on (the conditions for monitor use; krashen, 2003). apparently, the case for accent improvement using commercial software is based on one fugitive, unpublished ma thesis. this is a sad state of affairs. the effect of direct instruction on pronunciation krashen no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 275 author *stephen d. krashen is emeritus professor of education at the university of southern california. he is best known for developing the first comprehensive theory of second language acquisition, introducing the concept of sheltered subject matter teaching, and as the co-inventor of the natural approach to foreign language teaching. he has also contributed to theory and application in the area of bilingual education and reading. he was the 1977 incline bench press champion of venice beach and holds a black belt in tae kwon do. he is the author of the power of reading (heinemann, 2004, second edition), explorations in language and use (heinemann, 2003) and coauthor, with jim crawford, of english learners in american classrooms (scholastic, 2007). his recent papers can be found at http://www.sdkrashen.com. the effect of direct instruction on pronunciation krashen no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 7 editorial devin strieff* the importance of culture the articles we have published in this, the sixth edition of gist, represent our ongoing commitment to providing readers with research articles that deal with a subject that is becoming increasingly important in today’s globalized community: bilingual education. educators are constantly searching for new techniques to better reach their learners, and this edition, like those that came before, contains a number of articles that detail innovative strategies to do just that. yet educators must sometimes also deal with another topic of interest in bilingual learning centers, that of culture. this edition of gist includes several enlightening studies related to that topic, and we feel the discoveries made can be of use to many educators in all parts of the world. it is no secret that english language education is in high demand around the world. yet in many cases, there are significant challenges that have arisen regarding a learning population’s heritage culture and language, as well as specific difficulties related to the individual needs of a student population. this edition contains an article that examines the struggles that a bilingual educator faces when she lives and works in two different cultures with two different languages, and does not feel that she fits completely in either. we have also included a study that details efforts by teachers to incorporate heritage culture aspects into the second language content courses, with some encouraging results. yet another article examines the role of topics that are included in widely-available english textbooks and how they do or do not address the needs of a local population that, in many cases, will never visit the places and experience the cultures detailed in the textbooks. another fact that we are proud of at gist is the inclusion in this edition of a broad range of articles from many parts of the world. writers contributed studies from no fewer than four continents. this wide-ranging scholarship from differing cultures only serves to enrich our collective knowledge base and increases our capacity to provide the best learning environment for learners. the learning techniques and strategies, as well as the discoveries related to culture, included in this journal may serve readers as no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 8 instruction, reinforcement or even inspiration. we at gist hope that readers will find something within these pages that they can apply to their own efforts in education, no matter what part of the world they are in. as language educators we must always be cognizant of the fact that we are building bridges between not just differing rules of grammar and vocabulary, but between cultures, as well. summary of articles the first article by sandra patricia mercuri examines how language choices and cultural practices can affect the identity development of minority students in the united states. through an analysis of interviews with a latina educator, the article shows the effects of language ideologies on her cultural identity and literacy development. the interviews show the challenges faced by many minority educators working with second language learners of english, educators who in many cases must struggle with being torn between the english-speaking world and the spanish-speaking world. the article also discusses the loss of and later efforts to regain their heritage language and how this experience informs them as they attempt to stress the importance of defining and strengthening the inherent cultural identity of their students. in the second article, sandra i. musanti, sylvia celedónmattichis and mary e. marshall investigate the perceptions, practices and equity issues of k-1 teachers as they integrate contextualized problem solving into their curriculums in an effort to adapt instruction to better serve latino students who are still in the process of learning the english language. the study took place during a professional development program in an elementary school in the southwestern region of the united states. the study shows how teachers valued the integration of this type of problem solving into their curriculum, as well as how they used language and culture in scaffolding to facilitate the instruction of complex mathematical concepts. the study also shows how teachers prioritized both the use of the native language in their teaching and equitable teaching by the promotion of a student centered approach. the third article, by maría carolina moirano, aims to discover teachers’ attitudes towards culture in the efl classroom through a study of three different efl textbooks. a questionnaire was given during interviews with the teachers and a content analysis using an a priori approach was carried out to determine how well these textbooks address argentine students’ cultural needs. the results of this study no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 9 show that the textbooks in question fall short of providing the local students with the cultural topics that they need, and also that teachers hardly notice the problem and do little to change the situation. the fourth article, by mayra c. daniel and john e. cowan, shows the results of an investigation into the perceptions that teachers have regarding the contributions that the use of technology has in classrooms of bilingual learners. the researchers asked teachers how teacher-made digital movies impact learning, and what factors limit the infusion of technology into classrooms. data was collected in focus groups and surveys, and shows that teachers believe that the use of appropriate technology can provide greater access to academic language for bilingual learners. our fifth article was written by carmen a. rodríguez cervantes and ruth roux and investigates the communication strategies used by two efl teachers and their beginner level students in the language center of a mexican public university in the northeast of the country. it also discusses the potential factors that influence those communication strategies. data came from audio recording in the classrooms, interviews with the teachers, and observation notes taken during classes. the results of the research show that the strategy used most often was language switch, but that there was some difference in the strategies used depending on how involved the teacher was with the students. the researchers conclude that among the factors that influence the strategies used were class size, seating arrangement, and learning activity types. the next article by yuli andrea bueno hernández shows the impact and results of the implementation of three cognitive strategies used to teach science in english. data, which was collected from observations, field notes, surveys, interviews, videotapes and photographs, showed that the implementation of strategies helped the students understand not only the content and language, but also the class tasks. her findings showed that students, through the use of cognitive strategies, achieve more autonomy and independence in their learning. she also found that, for teachers, these strategies made it easier for teachers to manage their classrooms and keep students engaged. her recommendation is for the gradual implementation of learning strategies for all content classes. our seventh article, by leonardo herrera mosquera, aims to prove the applicability and value of a task-based assessment approach, which is often associated with english learning classes, to a different context: a beginning spanish class. the research was conducted at a middle school in the united states in a beginning spanish i class. no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 10 the author found that the implementation of this treatment showed positive results in students’ performance on both semester exams. his research suggests that students can be taught a language following a communicative approach and assessed through communicative tasks and still be prepared for psychometric type tests, which should be of interest to language educators who must prepare students for standardized tests. the next article was written by sasan baleghizadeh and yahya gordani and is the product of research conducted at shahid beheshti university in tehran, iran. the researchers investigated the effects of different types of feedback given to graduate students enrolled in an academic writing class. they provided groups of students with three types of feedback: direct feedback, student-teacher conference, and no corrective feedback. the study found significant positive effects for those students who received student-teacher conference type feedback, which suggests that improvement in writing can be at least partially attributed by the type of feedback that students receive. the ninth article, by jeisson rodriguez bonces, is related to the implementation of content and language integrated learning (clil), in particular the characteristics and considerations in a context as diverse as colombia. he outlines the aspects of innovative education and stresses the need to innovate. a definition of clil through its dimensions is then provided. finally, the article offers a broad view of clil in the colombian context and its dimensions and influence in that country. the final article in this volume comes from spain and was written by mar gutiérrez colón-plana. the article is a qualitative study on different aspects of comenius projects undertaken in catalonia during the academic year of 2007-2008. it presents some of the strengths and weaknesses of these projects, the difficulties the coordinators have to face, and analyzes all the issues that need to be improved. data was gathered from a series of interviews with the coordinating teachers for the projects. the study concludes that the comenius project is very complex, adaptable to the reality of each center, and has a positive effect on students at primary, secondary and high school levels. the paper also addresses some problems in catalan society and especially its educational institutions. no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 11 editor *devin strieff is a new editor of gist – education and learning research journal. he has worked in the corporate environment, drafting and editing client correspondence at international law firms in san francisco, california and caracas, venezuela. his education background is in history and political science from the university of oregon in eugene, oregon, and visual journalism from brooks institute in santa barbara, california. he currently teaches academic writing both at the undergraduate and graduate level at única. the curriculum includes the preparation, research, writing, revising and proper citation process of composing formal academic research papers. no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 6 using the abridged version of some novels as a way to encourage students’ written and oral production1 uso de versiones reducidas de algunas novelas como medio para fomentar la producción escrita y oral en estudiantes gladis leonor arias rodríguez and eliana edith roberto flórez2* universidad santo tomás seccional tunja, colombia abstract this article analyzes the effect of working with the abridged version of some novels in order to promote students’ communication in english. two fourth semester english courses, from a private university, were randomly chosen to develop the different activities during one semester. the data was collected through students’ written papers, the researchers’ journal and a questionnaire. the findings show that students’ constant work with this kind of literature, as well as the teachers’ feedback, were factors that motivated their language use improvement; thus, they learned new expressions, did written and oral training, and acquired knowledge thanks to the contact with other cultures through literature. key words: action research, abridged novels, listening exercise, written and oral practice resumen este artículo analiza los efectos de trabajar con la versión corta de algunas novelas con el fin de promover las habilidades escritas y orales de los estudiantes. dos cursos de inglés de cuarto semestre, de la universidad santo tomás 1 received: july 27th 2017/accepted: april 19th 2018 2 gladis.arias01@usantoto.edu.co; eliana.roberto@usantoto.edu.co arias & robertogist education and learning research journal. issn 1692-5777. no.16 (january june) 2018. pp. 6-32. no. 16 (january june, 2018) no. 16 (january june, 2018) 7 tunja (usta tunja), fueron escogidos al azar para desarrollar las diferentes actividades durante un semestre. los datos fueron recolectados a través de las composiciones escritas de los estudiantes, el diario de las investigadoras y una encuesta. los resultados muestran que el trabajo constante de los estudiantes con este tipo de literatura, así como la retroalimentación de las profesoras, motivó el mejoramiento del uso de la lengua; de esta manera, ellos aprendieron nuevas expresiones, hicieron ejercicios orales y escritos, y adquirieron conocimiento gracias al contacto con otras culturas a través de la literatura. palabras clave: investigación-acción, novelas abreviadas, ejercicio de escucha, producción escrita y oral. resumo este artigo analisa os efeitos de trabalhar com a versão curta de algumas novelas com o fim de promover as habilidades escritas e orais dos estudantes. dois cursos de inglês de quarto semestre, da universidade particular em tunja, foram escolhidos por acaso para desenvolver as diferentes atividades durante um semestre. os dados foram coletados através das composições escritas dos estudantes, o diário das pesquisadoras e uma enquete. os resultados mostram que o trabalho constante dos estudantes com este tipo de literatura, bem como a retroalimentação das professoras, motivou o aprimoramento do uso da língua; desta maneira, eles aprenderam novas expressões, fizeram exercícios orais e escritos, e adquiriram conhecimento graças ao contato com outras culturas através da literatura. palavras chave: pesquisa-ação, novelas abreviadas, exercício de escuta, produção escrita e oral. arias & roberto no. 16 (january june, 2018) no. 16 (january june, 2018) 8 introduction this article aims to share the results of some research procedures under the collaborative action research as a way to describe the effects of working with the abridged version of some novels with listening support to encourage students’ written and oral production in fourth semester at a private university in tunja, colombia. it was developed during the second semester 2016. there are many activities teachers develop in the classrooms, but they are not always enough to motivate students’ language acquisition. thus, during this study, it was necessary to change the traditional class material (the textbook) and the syllabus in order to develop a pedagogical intervention based on the abridged version of some novels. it permitted teachers to use different activities, materials and strategies which had a great impact on students because learning became an amazing task for them. this study was conducted based on a pedagogical intervention in which teachers and students interacted in order to generate some changes in the dynamics of the class; thus, students could be exposed to the language use through listening, writing and speaking, activities that permitted students to practice language and improve their capacity for communicating their ideas with fluency and accuracy. statement of the problem the interest behind developing this research was born when the researchers verified that despite their constant work guiding students in the acquisition of the english language with the use of textbooks, they presented deficiencies when communicating ideas in different contexts. for example, after reading short texts in the class, the teachers asked students to speak about their understanding of things like general ideas or specific details of the text, but only few students used to answer; before starting a new topic, the teachers usually do some brainstorming or ask a few questions about the pictures, titles or subtitles of the book; again, only few students used to participate. it made the researchers think that the students’ english lack of enough language tools to participate and express their ideas. in order to verify these perceptions, the researchers developed a diagnostic procedure based on the abridged version of the novel; accordingly, students listened to the first chapter of the abridged version of the novel: “the phantom of the opera”, after that, students had to abridged novels in written and oral production arias & roberto no. 16 (january june, 2018) no. 16 (january june, 2018) 9 write a paragraph with their own words about the main idea and share it with the class orally; this is one the samples: cristina the girl sing the opera. a monster in the dark. girl beautiful sing. raul is the friend. he is a friend child but cristina not recognize raul. a monster, a man strange in the corridor. the girls see the ghost. the girls afraid. (students’ written composition) analysis of the previous excerpt: the student wrote a very short composition, it evidences his poor understanding and lack of vocabulary to express his ideas, it contains some mistakes in coherence and syntax; additionally, in the speaking activity, which was done after the paper composition, only two students participated, their interventions were very short and not clear enough to understand their message, some of them said they did not know how to express their understanding of the novel and just stayed silent. considering this diagnostic exercise which evidenced students’ problems to communicate, the following main research question was proposed: what are the effects of working with the abridged version of some novels with listening support in order to encourage students’ written and oral production in fourth semester at a private university in tunja? theoretical framework teaching english through the abridged version of novels the implementation of novels for teaching have been regularly used for teaching english due to the benefits they present, hişmanoğlu (2005) said, “the use of a novel is a beneficial technique for mastering not only linguistic system but also life in relation to the target language”. (p. 63); nevertheless, due to their length, it is not easy to read this kind of material in class. the use of abridged versions of novels is an option teachers have to motivate the acquisition of the target language because they can be adjusted to the conditions of the class, for example the students’ likes or their english level. these kinds of novels are totally accessible in the teaching context due to the characteristics they have: there is a great variety of topics (adventure, love, comedy, fiction, among others); beach, appleman, hynds & wildhelm (2006) state that it is important to select topics students have some familiarity or interest with, or that may engage abridged novels in written and oral production arias & roberto no. 16 (january june, 2018) no. 16 (january june, 2018) 10 them. additionally, the abridged versions of novels with listening support are usually classified according to the students’ age and level of language, (common european framework of reference for languages (2001): elementary, intermediate and advanced levels), publishers offer a wide variety of them which teachers can choose from, based on the students’ interests or the purpose of the class. additionally, the listening support is a factor that contributes to make the act of reading more multi-faceted and serves as a language model with regards to pronunciation, intonation, fluency and comprehension. chen (2014) argues that listening provides a positive experience using the target language; it helps students develop vocabulary and understanding of literary issues. besides, the use of the abridged versions of some novels is an important literary resource to teach in class; some authors think that this material conserves the characteristics of the original versions, they have the same benefits of the original books full versions; moreover, yeo (1986) asserts: “people who abridge stories assume that the plot is the most important aspect of a classic. a classic, to them, is essentially a classic story and this they want to convey, albeit in its reduced form, to school students”. (p. 23). hişmanoğlu (2005) states: “using novels makes the students´ reading lesson motivating interesting and entertaining” (p. 64). in fact, this kind of material is both enjoyable and understandable for students; it enhances students’ habit for reading and increases their speaking skills. while listening to the abridged versions of novels students can develop their listening skills, which are necessary as an input in order to develop the other three skills (reading, writing and speaking). renukadevi (2014) argues: “… listening contributes primarily for language expertise. listening awakens awareness of the language, as it is a receptive skill that first develops in a human being. learning to listen to the target language improves language ability” (p. 59). the previous statements show how necessary it is to include materials that involve listening activities in language acquisition. one of the most important benefits of using literature for teaching english is the great amount of communicative and interactive activities that can be done in the classroom; thus, students gain in practice and surpass their difficulties in the process of acquiring the language; koutsompou (2015) argues: “the purpose of using literature in a language classroom is to make the class interactive and it can be stated that an interactive class can obviously improve communicative competence of the learners and keep a lasting impact on their mind” (p. 75). in addition to the contributions of literature for teaching, the abridged novels in written and oral production arias & roberto no. 16 (january june, 2018) no. 16 (january june, 2018) 11 listening support of the books calls students’ attention because they can listen to the characters and make a mental picture about the situation which is a factor that motivates students learning and understanding. as a cultural aspect, literature offers teachers and students the possibility to acquire knowledge about human customs and evolution including social advances and problems, about it, koutsompou (2015) states “through literature students get to know the background not only of the particular novel but also, they learn about history, society, and politics of the country described in the novel or story” (p. 75). knowledge acquisition and language learning are two purposes coherent with the education in teaching a foreign language; hence, this is complete material that cultivates students’ feelings and perception of the life in different contexts. literature, represented in abridged novels, makes a very significant contribution towards the exposure of students to language patterns in real life situations, more than an academic language; koutsompou (2015) argues “the linguistic criterion defends that literature should be used in language teaching, because it provides the learner with genuine, authentic samples of language, and with real samples of a wide range of styles, text types and registers” (p. 75). this is what some authors consider as authentic language because it is written not with the purposes of teaching but with the objective to tell a story, to evidence the situation of real life or fiction; berardo (2006) asserts: “one of the main ideas of using authentic materials in the classroom is to “expose” the learner to as much real language as possible. even if the classroom is not a “real-life” situation, authentic materials do have a very important place within it. (p. 64); consequently, language teachers are required by the education system to propose strategies that approach students to acquire the language in real contexts that really prepare students for real life situations. having in mind that listening is one of the first skills man develops to learn a language, the improvement of this ability helps students to comprehend different situations and it is also a base to interact with the context, renukadevi (2014) notes that when learning a language with a communicative purpose, listening plays a vital role, as it helps the language learner to acquire pronunciation, word stress, vocabulary, and syntax. thus, the abridged version of novels with listening support helps students to have the opportunity of learning how the comprehension of a message is carried with elements like the tone of voice or the pitch or accent. abridged novels in written and oral production arias & roberto no. 16 (january june, 2018) no. 16 (january june, 2018) 12 speaking and writing skills development and literature speaking and writing are the main skills students have to develop in order to communicate their ideas, feelings, explain their view points, argue, discuss among others; hence, this is very important to motivate them from the classroom. ritlyavá (2014) asserts: “the reason for learning the language is to be able to use it in practice, to make oneself understood. thus, the most frequent way of using it is speaking” (p. 99). likewise; writing is also a way to share ideas, it can be formal or informal, it depends of the purpose of the writer, and both can be developed in the classroom. literature is a very wide field that can be linked to speaking and writing as an input to develop these skills, after listening or reading a novel, students are able to communicate their understanding through them. tehan, yuksel and inan (2015) highlight the use of literature in the classroom due to its academic, linguistic and cultural importance and because it encourages students to talk about their opinions and stimulates language acquisition. in fact, it is necessary to give students opportunities to use the foreign language in the classroom or outside in order to practice and acquire it, accompanied by the teachers’ feedback as a support to improve the appropriate language use according to the situation. additionally, authors like sell, rogers, harmer, and others, in tamo (2009) think that literature is an authentic material to be used in the classroom due to the advantages it has in terms of language acquisition and language use. besides, literature is considered authentic material because it is not written for academic purposes as well as the newspapers, magazines, poems, among others, but it can be used as a teaching resource. bringing authentic materials into the classroom can be motivating for the students, as it adds a real-life element to the student’s learning experience. authentic materials are significant since it increases students’ motivation for learning, makes the learner be exposed to the “real” language” (tamo, 2009, p. 75) in the same way, some english teachers have developed research procedures around the implementation of literature in the english classes, about it, giuria (2015) reports “even though the four participants have different views on literature, they all recognize three main reasons for teaching it in the english classroom: to improve the language, to gain knowledge and understanding of other cultures and to grow as a person” (p. 28). thus, the previous arguments show the abridged novels in written and oral production arias & roberto no. 16 (january june, 2018) no. 16 (january june, 2018) 13 utility of literature in the english classes and the variety of approaches teachers can do with this material. likewise, literature can support the speaking and writing skills taking into account that they require much effort for students and teachers because they evidence the students’ learning and real use of the language; hence, literature as an authentic material and accessible source teachers must work in the classroom, stimulates students’ communication with activities like: describing places, retelling chapters, criticizing the topics, discussing about social problems, doing role plays, describing the characters’ roles, analyzing social problems, economic situation, among others. moreover, a way to guarantee students’ learning english is by promoting those activities that include students’ production due to the fact that they motivate their thinking and communication, elftorp, (2007) states, “the purpose of everything you do in english classes is to help students to develop their writing and speaking skills, regardless of whether it is grammar, drama or national tests” (p. 5); besides phat (2013) declares, “i hold a strong belief that literature would be a great potential resource in teaching language and communications skills, especially speaking skills for the language learners.” (p. 673); thus, the importance of these skills lies on the need people have to share their feelings, life perceptions, knowledge, events, among others; in this case, literature is favorable to promote students’ language learning. additionally, culture is an inherent aspect to literature and the english class; it approaches students to the real discourse, social conventions and reflexive issues; thus, literature can be seen as a bridge between students and the real life, full of meaning through the society and their history. riwes (2010) remarks: “in the end, the role of culture in elt is crucial, since it will mean the difference between casual speakers who remain outsiders and speakers who understand the meaning behind the words and the world that is constructed by them” (p. 8). in this way, teachers’ role is to guide students build their own reflection based on the experience, motivating their critical thinking, focusing students to contrast cultures and learn about the experience of foreign cultures. the aspects above are reasons and strengths for including the abridged versions of novels in english classes; they contribute to support how meaningful this material is. it only requires teachers to take the risk and change the traditional classes where students just sit down and listen to the teacher; this is a possibility not only to promote students’ learning about different topics but also to empower their communicative skills based in real material. abridged novels in written and oral production arias & roberto no. 16 (january june, 2018) no. 16 (january june, 2018) 14 the use of feedback in language learning feedback is a common strategy english teachers use to guide students to correct their performance, it can be done individually or in group according to the needs, it allows teachers to understand students’ difficulties and strengths in order to follow a process and look for strategies that facilitate learning, according to the individual capacities. here are some recommendations: break down the instructions by using simple sentences so that the students can easily understand, use demonstration whenever possible, not to over correct the errors, avoid giving negative feedback to increase student’s self-motivation, provide sufficient independent practice to overcome their errors and re-teach the material when necessary. (akhter, 2007, p. 10) the suggestions above evidence the teachers’ real role in teaching a foreign language; hence, it is imperative that teachers create an appropriate environment to guide students, for example face to face feedback in a tutoring session close to the class; according to the department of education and communities (2015): “feedback during learning allows students to take feedback on board immediately and to try to realize improvement during the learning process” (p.1); in fact, the feedback is not a formal activity but a very useful tool to support students in their learning process; during writing, students usually require the teacher’s feedback in order to use the appropriate word order, conjugation, connectors or the adequate tense according to the context; during speaking , students usually require feedback in pronunciation and also in the coherence of their ideas with the purpose to express what they really want to say. during learning another language, it is necessary to create an environment of self-confidence where the students can express their doubts in a spontaneous way, and the teacher can clarify them in the best way. hattie and timperley (2007) maintain that an ideal learning environment occurs when both, teacher and student work together to overcome learning difficulties. besides, carvajal and roberto (2014) point out that the constant dialogue and feedback facilitate the work atmosphere without being concerned about mistakes. thereby, feedback has a positive effect when it impacts the students’ behavior and when it helps students to identify their own strengths and weaknesses in terms of learning; thus, they are able to take their own decisions to surpass their difficulties. abridged novels in written and oral production arias & roberto no. 16 (january june, 2018) no. 16 (january june, 2018) 15 methodology this study used the qualitative approach through the collaborative action research as the method to improve some specific conditions of a group of students because it permits to do changes based on evidences, monitor, refine and adapt new conditions in order to get positive results. many researchers in education use this method due to its benefits in terms of learning and improvement. alba (2015) states about the collaborative action research: “car is used worldwide as an effective means of lifting the burden of improvement from the shoulders of unsupported individual teachers and enabling them to tap into the collective knowledge and experience of a broader group of practitioners” (p.3). in fact, one of the advantages of this method is the great opportunity for students and teachers to work together in the same learning purposes; besides, alba (2015) highlights that car contributes to: “improving students learning, improving individual professional practice, wider professional development and comparing professional isolation” (p. 3); thus, this is why this method permits to evidence the results in short time, and also joins theory and practice in order to improve results during academic procedures. setting and participants this study took place at a private university in tunja colombia, where there are different programs such as engineering, public accounting, business administration, law, and architecture; students take five mandatory basic english courses: additionally, they come from different municipalities of boyacá; the students who were involved in this research were about 18 and 19 years old; according to some exams applied by the university, students were between a1 and a2 according to the common european framework (2011) which are lower than the expected, which was b1. this study was conducted with a group of thirty-two fourth semester students, and data was collected from fifteen of them who were chosen at random. two teacher trainers were responsible for planning, implementing and assessing the different activities. abridged novels in written and oral production arias & roberto no. 16 (january june, 2018) no. 16 (january june, 2018) 16 data collection instruments and data analysis data was collected through a questionnaire, students’ artifacts and the researchers’ diaries: questionnaire, it was administered to students at the end of the workshops. according to abawi (2013), this technique allows the researchers to collect the most complete and accurate data in a logical way. thus, this instrument enabled researchers to evidence and examine students’ work, as well as their personal perceptions about the development of the project. the artifacts are represented in this study in the students’ written and oral production which were the output activities. mcgreal, broderick, and jones (1984) propose the use of artifacts for teaching in order to facilitate students’ learning; thus, these allowed the researchers to identify students’ difficulties, mistakes, language improvements, the learning process and they also facilitated the feedback work. diaries, these were carried out by researchers during the development of all the different activities; about it, iida, shout, laurenceau, and bolger (2012) assert: “diary methods involve intensive, repeated self-reports that aim to capture events, reflections, moods, pains, or interactions near the time they occur” (p. 227). hence, this instrument allowed the researchers to register the most important moments of the class and kept evidences of all their observations, thoughts and reflections about the english classes as well as the students’ performance, reactions and difficulties during the class development. data analysis was conducted throughout the grounded theory approach because it provided procedures for analyzing collected data through different instruments. charmaz (2006) states that grounded theory helps to direct manage and streamline data in order to construct the analysis. moreover, glaser and strauss (2006) argue that grounded theory allows the researchers to move from data and theory with the purpose to create new theories in a specific context. thus, after collecting data, a coding process was carried with the purpose to look for emerging patterns, issues and ideas; some preliminary categories were formulated; after that, questions, theory and categories were reread; based on the previous exercises, two main categories were established, they involved the most relevant and repetitive information taken from data. additionally, triangulation was done in order to validate findings; yeasmin and rahman (2012) state: “triangulation is a process of verification that increases validity by incorporating several viewpoints abridged novels in written and oral production arias & roberto no. 16 (january june, 2018) no. 16 (january june, 2018) 17 and methods” (p. 156). after collecting, grouping, comparing, coding, labeling data, and establishing categories, the triangulation procedures were implemented with the purpose to analyze, argue, confront and theorize data; thus, new theory emerged in favor to the teaching and learning procedures, by using the abridged version of some novels in the english classes. instructional design for the development of this study, the following procedures were carried out: first step: the researchers planned the project and collected the material: four abridged version of short novels (great expectations, frankenstein, the prisoner of zenda and oliver twist), with listening support. second step: the researchers elaborated four workshops, one for each novel, they contained different strategies: pre-listening activities, while listening, post-listening activities and oral exercise, as explained in table 1. third step: the researchers shared the current project with the students and started its implementation and data collection; it was done with the purpose to communicate them about the different activities that were going to be developed in those specific english courses. this study followed buck’s (2001) suggestions in relation to pre-listening, while-listening and post-listening activities which are common classroom exercises in language acquisition, each one depends on the teachers’ focus, the students’ interests and the objectives of the class; thus, these workshops were focused to listen to the abridged version of four novels in order to encourage students’ written and oral production. abridged novels in written and oral production arias & roberto no. 16 (january june, 2018) no. 16 (january june, 2018) 18 table 1. workshop development first workshop novel: “great expectations”3 pre-listening activities: students looked at and analyzed pictures of the novel to predict the content. while listening: students listened to the book; next, researchers and students did a brainstorming about the general understanding of the novel. post-listening activities: the students were divided up according to the number of chapters (13); each group checked a specific chapter and produced a written summary. language function: summarizing with the students’ own words, using appropriate verbal tenses and connectors as needed. oral exercise: students prepared an oral presentation about their understanding of each chapter, based on their own summary. second workshop novel: “frankenstein”4 pre-listening activities: the researchers asked students some questions about the novel to get them familiar with the content. while listening: students listened to the novel, after that, they exchanged ideas about it. post-listening activities: in small groups, students chose a specific character of the novel and produced a written description about them including features, values, weaknesses, strengths, physical and emotional description and his/her role in the novel. language function: describing characters by using the appropriate adjectives and verbal tenses according to the context of the novel. oral exercise: students talked about the different characters based on their own papers, with the aid of pictures. third workshop novel: “the prisoner of zenda”5 pre-reading activity: students analyzed the heading and the title of the different chapters to infer what the book was about. 3 dickens, ch., adapted by evans, v. & dooley, j. (2002). great expectations usa: express publishing. 4 shelley, m., adapted by h, q. mitchell (1994). usa: mm publications. 5 hope, a., adapted by evans, v. & dooley, j. (2002). the prisoner of zenda. usa: express publishing abridged novels in written and oral production arias & roberto no. 16 (january june, 2018) no. 16 (january june, 2018) 19 while listening: students listened to the novel, subsequently, some of them talked about their general perceptions of the novel. post-listening activities: in small groups, students chose a specific scene from the novel, then, they did an exhaustive written description about it. language function: describing specific events, use of appropriate time expressions, verbal tenses and adjectives. oral exercise: students explained the different scenes in oral way. fourth workshop novel: “oliver twist”6 pre-reading activity: students looked at the pictures to predict the content of the novel. while listening: students listened to the novel, except the last chapter. then, the researchers asked students about their general understanding of the novel. post-listening activities: in small groups, students wrote an alternative ending to the novel. language function: use of appropriate time expressions, verbal tenses, connectors, adverbs and adjectives as needed. oral exercise: students presented an oral presentation on their ending with the aid of pictures. 6 dickens. ch., adapted by evans, v. & dooley, j. (2002). oliver twist. usa: express publishing. abridged novels in written and oral production arias & roberto no. 16 (january june, 2018) no. 16 (january june, 2018) 20 figure 1. collaborative action research cycles additionally, the researchers did constant corrections throughout the different stages of the investigation in order to correct grammar mistakes, punctuation, coherence, and pronunciation. after the development of each workshop, the researchers met and analyzed students’ performance (difficulties, progress and needs), thus they planed additional guides (about the use of conjugation, punctuation, adjectives and connectors) in order to support and improve students’ written and oral production. during all the activities, students worked in groups of two or three. when carrying out oral presentations, students used pictures, posters and graphic organizers as aids. findings according to data collection analysis, and focused to answer the research questions, there are some findings that evidence advantages, improvements and difficulties while working with literature material; first, listening to the abridged version of some novels was a factor abridged novels in written and oral production arias & roberto no. 16 (january june, 2018) no. 16 (january june, 2018) 21 that motivated students’ written and oral production in the english classroom; second, there are inherent aspects that literature presents to students such as knowledge acquisition, cultural enrichment and personal interest for literature topics; these topics are represented in two main categories as follows: first category: students’ writing and oral development through listening to the abridged version of some novels this category evidences how the exposure students had to the abridged version of short novels, with listening support, enhanced their written and oral production. first, during the listening sessions, the voice and the intonation of characters, as well as the plot were aspects that motivated students to be involved in the activities. however, in the first novel, students had some difficulties understanding the complete development of events, especially because they did not use to work with this kind of material and they did not understand some new vocabulary, the pronunciation of some phrases as well as the speed at which the students had to listen. some students said: i had problems with the vocabulary in the listening work, because the characters did not speak slowly and it was difficult for me to understand. (questionnaire, question 3, student 7) considering that students had some difficulties to fully understand the content of the novel before the written and oral production, the researchers organized the students by couples in order to check the novel again, then, they proceeded to write their own summary and prepare their oral report. at this stage, the researchers’ support for making feedback in the corrections of the papers and in the oral preparation, especially in pronunciation corrections, was very important to accomplish with the first workshop. su & tian (2016) state “in second language learning and teaching, feedback refers to any commentary information to learners’ performance” (p. 440). thus, accompanied by the feedback, the support guides helped students to correct and improve their written or oral problems along the different activities. about it, one of the researchers argued: “there were some difficulties to start motivating students’ written and oral production, especially at the beginning; they required explanations about aspects like conjugation, use of appropriate connectors, and others, to produce paragraphs on only single sentences; and in the pronunciation of some phrases.” (researcher 2, diary) abridged novels in written and oral production arias & roberto no. 16 (january june, 2018) no. 16 (january june, 2018) 22 moreover, about the 4th question, “what difficulties did you have during your oral and written production?”, one of the students answered: “my principal problem is the use of connectors, i don´t know what is the appropriate according to the context, i have also some difficulties in speaking with fluency, and sometimes i forget the words i need to communicate my ideas.” (questionnaire, question 4, student 5) in fact, during the development of the different workshops, the students’ written production evidenced the existence of some difficulties in the use of the appropriate conjugation according to the context, word order, connectors, and others; in that moment, the researchers implemented strategies to help students improving their language mistakes, the most important was the constant feedback (individually and in group), and the application of the supported guides, as explained in the instructional design. in studies done by vasu, hui lin & nimehchisalem (2016), they report that most of the students prefer teachers’ written feedback because it helps them a lot to improve their performance in writing and through time students become autonomous according to their own capacities to interiorize the language. as a matter of fact, this research project evidences that an effective written feedback helps students build the necessary language tools to improve their communication not only in written way but also in the oral performance along time. the abridged version of some novels with listening support as well as the written activities developed along this research focused students to engage and improve their oral production. thus, the students’ written production was the previous step students did before their oral performance; they also used their papers as the base to present their oral reports. previously the final oral report, students carried out some oral training to get fluency, improve pronunciation, correct pronunciation and prepare the final oral presentation; this activity was supervised by the researchers in order to give students feedback when necessary. during the oral presentations, students passed by a process of constant progress; the work they developed in each workshop contributed with the students’ self-improvement. about it, one of the researchers argued: “some students show more difficulties that other during their oral presentations basically in pronunciation and fluency, but it is perceived that most of them try to do their best, there is certain competition among them because they have to expose their own abridged novels in written and oral production arias & roberto no. 16 (january june, 2018) no. 16 (january june, 2018) 23 production in front of the group, during their presentations they prepare pictures and power point presentations to have some visual aids during their oral performance.” (researcher 2, diary) likewise, about their english oral performance during the classwork, one of the students asserts: “for me, the most difficult is to speak with fluency, i feel i need more vocabulary and practice; i think that the work we have done this semester, studying with novels not with textbooks as usually, has been a good idea for helping me to practice my english, i have had the opportunity to write and speak a lot. it is not easy for me, but it is a good exercise to improve my english.” (questionnaire, student 4) the english oral practice in the classroom is very important for students because they learn how to use the langue in real situations; in this research, literature was a great source for guiding different activities in order to motivate students´ speaking. hişmanoğlu (2015) declares that literature develops oral and written skills, it helps students understand the english linguistic system, and the students also can acquire idiomatic expressions that help them speak clearly; thus, the use of the abridged version of novels motivate students oral practice due to their wide variety of topics and activities teachers can develop in the classroom. subsequently, the constant listening, oral and written training, accompanied by the researchers’ feedback as well as the support guides, contributed to improve students’ communication. it was demonstrated in the latest reports students presented, thus, one of the groups wrote their own version for the end of oliver twist: when oliver twist went to live with mr. brownlow, he started to study philosophy because he loved reading. he lived so happy with his new family and helped mr. brownlow with the library. when he finished the university, he married a beautiful girl he met at the university, they had three children and created an institution to help children in need, it as was his best satisfaction with the life and he lived happy for ever. (fourth workshop, group 2, students’ written artifact) the previous excerpt evidences the students’ improvement in comparison to the first papers; besides, while students improved their written compositions, their oral production was better too. to have these results, students and researchers had to work so hard in doing the corrections and practicing the oral presentations, as it was confirmed by abridged novels in written and oral production arias & roberto no. 16 (january june, 2018) no. 16 (january june, 2018) 24 the researchers’ observations in their diary: students written and oral corrections was a tiring work, but the enthusiasm they showed in the moment to present their oral reports and their concern to do their best, was really a good experience. (researcher 1, journal) i think that it was not easy for students because they worked very hard, they had to understand the novels, when they did not, they asked their partners or the researchers about it. in the compositions, they had to include new expressions and vocabulary, take care with conjugation, be coherent, use connectors, among others; additionally, when speaking, they had to express their oral report in the way that the researchers and their partners understood them in the best way. it was a challenge for them. (researcher 2, journal) likewise, some students stated they did not have much difficulty with the comprehension, they enjoyed the novels, took advantage of the different workshops and improved their written and oral production thanks to the emphasis the workshops had for developing these skills. about, a student argued: i believe that these types of activities should be implemented for teaching english because we learn vocabulary, pronunciation, grammar, and it takes away the fear of speaking. (questionnaire, question 7) finally, the students’ opinions, their written and oral performance as well as well as the researchers’ views about the development of the different workshops, evidence the advantages of using literature in the english classes to enhance students’ written and oral communication. additionally, the researchers’ support through the feedback helped students improve their language use and promoted students’ selfconfidence to overcome their difficulties in terms of language acquisition. second category: students’ involvement in knowledge acquisition and cultural enrichment the development of different workshops based on the abridged version of some novels, permitted students to be involved in particular aspects inherent to people’s life and development such as knowledge acquisition and cultural aspects. in fact, the classic books of literature (great expectations, frankenstein, the prisoner of zenda and oliver abridged novels in written and oral production arias & roberto no. 16 (january june, 2018) no. 16 (january june, 2018) 25 twist) selected for this research project give testimony of specific moments in the history of towns, about people customs, social problems, among others; additionally, they include the fantasy and fun of literature which make them enjoyable and interesting for students. likewise, one of the characteristics of literature is to evidence people’s customs and history; for example one of the novels students listened to was “the prisoner of zenda”, it took place in a central european country named ruritania, during the kingdom of queen victoria (1837-1901), it was a story of love and honor that implicated students in learning about relevant aspects of people from that age, such as the conflicts of a real family who had to live the desire of power and government and also the emergence of the industrial revolution which was a very important moment in the history of humanity; thus, as students declared about it: i learned more about the life of people in europe, the most interesting was the rise of the industrial revolution, when people began to build the great railroads, and the development it produced in the society of that age. (questionnaire, student 6) literature, seen as a cultural manifestation, is full of meaningful contexts, during working with this material, students experimented the contact with other cultures, and they could perceive people’s traditions, for example in the novel great expectations students were immersed in the english society of the nineteenth century, when reality and fiction was not clear enough, people believed in the changes of the weather as signs of good or bad luck, the perceptions of guilty and innocent were manipulated for people according to their personal interests or their social class convenience. about it, one of the teachers wrote in the journal: during the development of the first workshop, students could be immersed in a different culture and environment; they analyzed english people’s customs, their problems, needs and feeling. (researcher 1, journal) moreover, with the frankenstein novel, students felt passion for the class work, its component of fiction, the perspective of science and technology of the nineteenth century as well as the adventures of the leading role (víctor) made students feel passion for literature. cornillon (2016) argues about this novel: “the work raises questions on the limits of science and the dangers facing humans who want to unravel the mystery of nature” (p. 2), in fact, this book has been one of the classics of literature, it has been translated to different languages and taken to the cinema; in the same way, hişmanoğlu (2005) affirms, abridged novels in written and oral production arias & roberto no. 16 (january june, 2018) no. 16 (january june, 2018) 26 “in novel, characters reflect what people really perform in daily lives. novels not only portray but also enlighten human lives”. (p.63); thus, it is important that students reach this material as part of their academic life; as one of them argued: it was a great experience, different to the way we have been working in english. listening to these novels was pleasant and, at the same time, i learned a lot about people’s lives in other countries for example about the industrial revolution, people´s customs, their difficulties, problems, conflicts, and others. (questionnaire, student 11) furthermore, literature also has the property to sensitize people; novels like oliver twist, written in 1838, shows the vulnerability of children, it recreates the situation of an orphan from an unknown town in england, but it really reveals the situation of many children who live in many cities and countries around the world, thus, this research evidenced how students were also critical in front of children’s violation of their human rights; besides, when students developed the fourth workshop and wrote the end of this novel, they could express their own thinking and the way to solve real-life problems as follows: after overcoming a lot of problems in fagin’s house, oliver became a great leader with the help of mr. brownlow, the man who adopted him. as he had had a childhood full of necessities, he understood what children suffered living at streets on total poorness; so, he created a foundation for giving education and household to poor children; moreover, he worked very hard to create laws for the protection of children… (fourth workshop, group 3, students’ artifact.) the excerpt above shows how this activity stimulated students’ analysis of daily life problems which are part people’s culture; likewise, one of the purposes of novels is to show people’s lifestyle and culture from different perspectives. “novels help students master the skills that will enable them to acquire information, process this knowledge, identify problems, formulate alternatives, and arrive at meaningful, thoughtful, effective decisions and solutions”. helton, asamani and thomas (as cited in hişmanoğlu 2005, p. 64). in addition, tsai (2012) regarded that novels have been considered one of the most complete genders to be included in the curriculum for teaching a foreign language; thus, when students were asked to create their own ending to the novel (oliver twist), they were encouraged to analyze, criticize, evidence problems and propose possible solutions from their own view point. finally, according to the previous analysis and the evidences, abridged novels in written and oral production arias & roberto no. 16 (january june, 2018) no. 16 (january june, 2018) 27 the abridged version of novels as an academic support motivated students’ enrichment of knowledge and cultural aspects, it aroused students’ interest for foreign cultures like the british and the european, places where the novels took place; the historical events as well as the traditions of people increased students’ interest in working with this kind of material. conclusions the inclusion of the abridged version of some novels in the english classes permitted researchers to approach students about literature issues that are important to enhance them improve their language use; additionally, students worked with some classic works of literature which guaranteed a good plot and the characters’ performance; furthermore, students acquired new vocabulary, expressions, and pronunciation, all essential elements in language communication. the workshops based on the different novels demanded students total involvement in the activities because at the end of each one, they had to show two products: the students’ written paper and the oral reports; thus, students were led to use the language in order to share their summaries, descriptions of characters and events, as well as build their own texts; according to these processes, the results evidence that students gained a lot of practice and improvement basically in writing and speaking as part of their academic growth. moreover, the results of this research showed some other relevant benefits for students in terms of knowledge acquisition and cultural enrichment; hence, during the development of the different workshops, the novels allowed students to be immersed in people’s development, customs, history, traditions and other aspects that are the legacy of the man’s evolutions and progress along time. finally, through the development of this study, students experienced some difficulties, especially at the beginning of the activities; they showed problems in understanding the pronunciation of some words and expressions. while speaking, they also presented a lack of fluency and vocabulary. the progress of activities demonstrated that students got self-confidence to understand the material and also express their ideas about it. abridged novels in written and oral production arias & roberto no. 16 (january june, 2018) no. 16 (january june, 2018) 28 references abawi, k. 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(2016). malaysian tertiary level esl students’ perceptions toward teacher feedback, p e e r feedback and selfassessment in their writing. international journal of applied linguistics & english literature. australian international academic centre, australia. 5(5) p. 58-170. retrieved from: https://www.researchgate.net/profile/vahid_nimehchisalem/ publication/306148529yeasmin, s. & rahman, k. (2012). triangulation research method as the tool of social science research. bup journal.1(1), 154 – 163. retrieved from: file:///c:/users/ usuario/downloads/triangulation.pdf yeo, r. (1986). using abridged literature texts in second 1-3 can it be justified? teaching and learning. institute of education. singapore. 7(1) 18-26. retrieved from: https://repository.nie.edu.sg/ bitstream/10497/1925/1/tl-7-1-18.pdf abridged novels in written and oral production arias & roberto no. 16 (january june, 2018) no. 16 (january june, 2018) 32 authors *gladis leonor arias rodríguez holds a m.a. in language teaching from universidad pedagógica y tecnológica de colombia (uptc) and m.a. in pedagogy at universidad santo tomas (usta). she has experience in teaching english from primary to higher education. her latest investigations have been in literacy, literature, curriculum, strategies for teaching general and esp english, and stereotypes. she is currently editor of the shimmering words e-magazine, full time teacher and researcher at usta in the “expedicionarios humanistas” group. eliana edith roberto flórez holds a ma in language teaching from universidad pedagógica y tecnológica de colombia. currently, she is a full time teacher at universidad santo tomás in tunja. she has supported the teaching process of english since 2005. besides, she is recognized as a junior researcher by colciencias, she has been working in different areas of study and belong to “expedicionarios humanistas” research group categorized in b by colciencias, and she is co-editor of the shimmering words e-magazine. her goal is to help students’ learning process of english according to their academic needs. abridged novels in written and oral production no. 16 (january june, 2018) no. 16 (january june, 2018) 71 teaching the students and not the book: addressing the problem of culture teaching in efl in argentina1 maría carolina moirano2* universidad nacional de la plata abstract the aim of this study was to discover teachers’ attitudes towards culture in the efl classroom in three different institutions in la plata, argentina. in order to do this, eleven efl teachers who were using three different efl textbooks (world english 3, laser b1+, and upstream b2+) were interviewed using a semi-structured questionnaire. also, with the aim of determining to what extent these textbooks reflect “the global coursebook” and whether they address argentine students’ cultural needs, a content analysis using an a priori approach was carried out. the results showed that these textbooks tend to deal with and to avoid the same topics and that they are not identity enhancers for local students. as for teachers’ attitudes towards culture teaching, the results also indicate that teachers hardly notice this problem and do very little to remedy it. keywords: global coursebook, evaluating coursebooks, multicultural education, cultural identity, parsnips, textbooks sanitization. resumen el objetivo de este estudio fue descubrir las actitudes de los profesores de tres instituciones de la plata, argentina con respecto a la enseñanza de cultura en la clase de inglés como lengua extranjera. para llevar a cabo tal propósito, once profesores que estaban usando tres libros de texto diferentes (world english 3, laser b1+, y upstream b2+) fueron entrevistados usando un cuestionario semiestructurado. además, se realizó un análisis de contenido para determinar hasta qué punto estos libros reflejan el fenómeno del “libro global” y si tienen en cuenta las necesidades culturales de los estudiantes argentinos. los resultados 1 received: august 1st, 2012 / accepted: august 15th, 2012 2 email: carolinamoirano@gmail.co gist education and learning research journal. issn 1692-5777. no. 6, november 2012. pp. 71-96 no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 72 mostraron que estos libros tienden a tratar y evitar los mismos temas y que no ayudan a reforzar la identidad de los alumnos en cuestión. finalmente, los resultados indican que los profesores difícilmente notan este problema y hacen muy poco para solucionarlo. palabras claves: libro de texto global, evaluación de libros de texto, educación multicultural, identidad cultural, parsnips, saneamiento del libro de texto. resumo o objetivo deste estudo foi descobrir as atitudes dos professores de três instituições de la plata, argentina com relação ao ensino de cultura na classe de inglês como língua estrangeira. para realizar tal propósito, onze professores que estavam usando três livros de texto diferentes (world english 3, laser b1+, e upstream b2+) foram entrevistados usando um questionário semiestruturado. além do mais, realizou-se uma análise de conteúdo para determinar até que ponto estes livros refletem o fenômeno do “livro global” e se tiverem em conta as necessidades culturais dos estudantes argentinos. os resultados mostraram que estes livres tendem a tratar e evitar os mesmos temas e que não ajudam a reforçar a identidade dos alunos em questão. finalmente, os resultados indicam que os professores dificilmente notam este problema e faz muito pouco para solucioná-lo. palavras chaves: livro de texto global, avaliação de livros de texto, educação multicultural, identidade cultural, parsnips, saneamento do libro de texto. the present work is a summary of the thesis for a master’s degree in english language from universidad de belgrano, buenos aires, argentina. it focuses on the teaching of culture in the foreign language classroom and attempts to show the importance of including culture, both source and international, in foreign language education. my interest in this topic arose out of my own personal observation that the english textbooks i was using in the different institutions where i work include very little information about international culture, not to mention the local culture. i observed that, most frequently, textbooks deal with the british culture and occasionally the american culture, teaching the students and not the book moirano no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 73 but place little emphasis on other countries’ cultures or on involving students’ culture in the discussions. acculturation agents such as schools and teaching institutions should pay special attention to the issue of not leaving culture aside when teaching language. acculturation is closely linked to identity development. identity typically refers to an awareness of one’s culture. as there is no nation without an identity, we argentines should start by teaching our students about their own culture; only then will we be part of a united nation, a nation with an identity of its own. also, cultural diversity should be taken into account in order to raise awareness of differences and to teach students to be tolerant of these differences. there is a real need to avoid problems among students in multicultural regions where argentine students share a classroom with students from border countries such as bolivia and peru. argentina receives families from border countries who come to work and send their children to state schools. at school they have to share a classroom with argentine students and problems derived from cultural differences arise. these problems could be avoided if intercultural matters were dealt with. english, being an international language, is necessary for all students, not necessarily now, but in their future working lives. if the english class could be used as an excuse to learn about different countries’ cultures, including the argentine, peruvian and bolivian ones, many of the problems mentioned could be solved. textbooks are an integral part of language learning in the classroom. as sheldon (1988) has suggested, they “represent the visible heart of any elt programme” (p.237). however, a number of researchers such as porecca (1984), florent and walter (1989) and clarke and clarke (1990) have demonstrated that many efl/esl textbooks are socially and culturally biased. the question to be asked here is: what kind of cultural elements are introduced into elt instructional materials? do our teachers notice this? do they do anything to incorporate the teaching of cultures not mentioned in these books? do teachers teach about local culture? this, together with the issue of global coursebooks with prescribed topics sanitized for commercial purposes represent the main focus of the present research article. literature review the works of nelson brooks (1968) persuaded efl teachers to recognize that the study of culture goes beyond the artistic expression and should focus on the personal side of culture, “the distinctive life-way of a people” (brooks, 1968). there are now two widely accepted types teaching the students and not the book moirano no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 74 of culture learning. the first type is that referred to in current literature as ‘high-brow’ culture with a capital ‘c’, which involves the study of literature, art, history, music, etc. the other type emphasizes informal and often hidden patterns of human interactions and viewpoints, referred to as little/small-c culture (alatis, straehle, gallenberger, ronkin 1996:148). it is this last type that can be introduced to students at all levels of language learning. as language and culture are inseparable, it is absolutely necessary to include culture in the language teaching process. in her book context and culture in language teaching, kramsch (1993) states that cultural awareness and the learning of a second culture helps the acquisition of a second language. also, understanding the relationship between culture and language is important for understanding and becoming proficient in the process of intercultural communication (matsumo, 2003). according to snow (2001), every time students use their english for genuine communicative purposes, they virtually always include an intercultural communication component. intercultural communication skills prepare students for interaction with foreigners from a broad range of nations and cultural background. research done by dunnett et al. (1998) shows that intercultural understanding offers three benefits: it eliminates cultural imperialism, it raises students’ cultural awareness, and it solves some of the dilemmas of intercultural classrooms, for example, possible loss of cultural identity. intercultural understanding, then, helps students to stabilize their self identity while comparing their culture to that of others. english becoming an international language has resulted in positive and negative reactions and interactions between global and local forces with its logical linguistic, ideological, sociocultural, political and pedagogical consequences. for some individuals and communities, english has meant marginalization and hegemony; for some others, it has meant empowerment and upward mobility. the concept of english as an international language, does not refer to any particular variety of english; on the contrary, the concept emphasizes that english is a language of international and, as a consequence, intercultural communication. over the last two decades, particularly since the publication of robert phillipson’s 1992 linguistic imperialism, there has been a steady flow of books and articles with a critical stance towards the growth of english as the world’s most widespread and dominant language. phillipson sees english as the language of world capitalism and world domination. he defines english linguistic imperialism as the teaching the students and not the book moirano no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 75 dominance asserted and retained by the establishment and continuous reconstitution of structural and cultural inequalities between english and other languages. his theory critiques the historic spread of english as an international language and the continued dominance of that language. one of the areas of elt that has significant implications for teaching and learning is language testing. when eil emerged as a paradigm, a number of scholars have questioned the validity of traditional approaches to english language testing. these tests, and the textbooks used to study for these tests, measure proficiency against the so-called ‘native-speaker’ norm on the assumption that l2 speakers would use english only to communicate with native speakers (e.g. brown, 2004; jenkins, 2006b), which goes against reality. if we continue importing ideologies and content from english speaking countries in the west, efforts to teach english as an international language will be in vain. in order to promote english for international communication, assessment practices must also be linked to cultural and contextual realities. cross-culture interactional competence is increasingly important in societies where neighbours, co-workers, and colleagues are likely to come from different linguistic and cultural backgrounds. to ignore cross-cultural pragmatics will only lead to prejudice, stereotyping, and alienation. only when english is used to express and advocate local culture and values will it truly represent an international language (smith, 1976).this is why it is important to evaluate the kind of textbook we are using, the kind of culture teaching it provides, the messages it passes, and it is also very important not to lose focus: if we want to learn about other cultures we first need to know about our own culture. elt publishing is a growing and highly competitive industry. at present, some publishers still provide lists of proscribed topics, while others rely informally on the acronym parsnips (politics, alcohol, religion, sex, nudity, israel, pork and smoking (helgesen, 2005). these are based on customers’ perceived sensitivities. foreign buyers may reject materials that they see as culturally offensive. consequently, coursebooks begin to look very much alike, the target culture(s) may be altered, and content can become uninteresting. the “one-size-fits-all” philosophy underlying the global coursebook means that safe topics recur again and again, resulting in coursebooks which are sanitized for commercial purposes (gray, 2002). teaching the students and not the book moirano no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 76 research design research questions 1. to what extent do world english 3, laser b1+ and upstream b2+ reflect the phenomenon of “the global coursebook”? 2. do these textbooks help argentine students reinforce their own cultural identity? 3. do teachers who use these textbooks compensate for the lack of local elements? how? setting the institutions chosen to carry out the interviews were three: escuela de lenguas (universidad nacional de la plata), instituto cultural argentino británico (icab) and colegio nacional rafael hernández (universidad nacional de la plata). escuela de lenguas is a school of languages. the languages taught there are english, french, german and portuguese. it is part of universidad nacional de la plata, which means that all its teachers are graduates from this university, and therefore, share the same teaching methodologies. classes are of a size of about 10 students each. students come from a similar socio-economic background. they belong to upper/middle-class families. in general, they attend private schools and practice sports and take english classes as extracurricular activities outside school. instituto cultural argentino británico (icab) is an english language school. it is a representative institution in la plata because it was the first english school funded and the only examination centre for cambridge international tests in this city. it shares most characteristics with escuela de lenguas. colegio nacional rafael hernández is a secondary school which is part of universidad nacional de la plata. it is a state school, which means that students belong to all socio-economic backgrounds. as it is a famous school for its good reputation, families who could afford a private school still choose to send their children to this one. being part of universidad nacional de la plata, this school prepares students for university life, training them on how to become independent learners. its teachers are also graduates from unlp. this is the only state school in the city –together with two other secondary schools from unlpin which students acquire an upper-intermediate level of english. teaching the students and not the book moirano no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 77 these three institutions were chosen for a number of reasons. on the one hand, as my subject of study is culture in textbooks, the best option was to choose intermediate/upper-intermediate levels. these are levels that allow for a better exploitation of the topic, given that students are already prepared to understand texts with almost any level of difficulty. public schools do not reach this level of the language, so i was forced to choose private institutions, such as the language schools i mentioned. on the other hand, however, these institutions are not very representative of all sectors of society because all their students belong to the same socio/economic class. this is why i decided to choose colegio nacional, the only state school in the city which reaches this level of english and also has a population of students which belongs to all social strata. textbooks the selection of the textbooks depended on the textbooks of intermediate/upper-intermediate levels that these three institutions were using. therefore, the choice of the institutions defined the textbooks i would be working with. participants in order to choose the participants in my study, i contacted the coordinator of each institution and asked them to let the teachers know i would be contacting them. i also asked them to provide me with the name of one of the teachers who was using each textbook. when a teacher agreed to be interviewed and we had already met, i asked that teacher to provide me with the name of another teacher who was using the same book. i continued with this snowball sampling technique until i could find no more teachers who were using the same textbook in the same institution. the result was 11 interviews: 3 at colegio nacional, 4 at icab and 4 at escuela de lenguas. these 11 teachers were all middle-class women ranging between 28 and 60 years old who obtained their degree from universidad nacional de la plata. it is worth mentioning here that contacting teachers and persuading them to participate in the study was not an easy task. many times a second or even third email had to be sent because no answer was received. i assume this must be due to time constraints. this is the reason why the coordinator was contacted first -for them to encourage teachers to participate. teaching the students and not the book moirano no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 78 data collection textbooks content the basic method chosen was to analyze the textbooks using an a priori approach. first, i explored some concepts connected to culture and culture teaching from different authors; and then i analysed the coursebooks. such concepts helped me to see what kind of cultural information the books contain. some of the concepts used to design the instrument for analysis were: the definition of culture described by authors like matsumo (2003), lado (1986), chastain (1988), brown (2001) kroeber and kluckhohn (1952), tylor (1929) and brooks (1968); the distinction made by brooks (1968) between culture and culture, kramsch’s ( 1993) view of culture, the need for conceptual bridges between the cultural familiar and the unfamiliar described by alptekin and alptekin (1984), mackay’s (2004) questioning of the appropriateness of the native speaker model, lantof’s (2000), holliday’s (1994) and kramsch & sullivan’s (1996) idea of respecting and building on local values and beliefs to strengthen students’ identity, cortazzi & jin’s (1999) categorization of textbooks according to their cultural orientation, gray’s (2002) distinction between the local and the global coursebook, and finally helgesen’s (2005) definition of the concept of parsnip. the following are the questions i used to analyse the cultural content of the textbooks: 1. does the textbook present any exclusive section for culture? 2. does the textbook teach about any of the following “c” culture items: literature, art, history, music, geography, science, sport, institutions? if so, which item and from which country? 3. does the textbook teach about any of the following “c” culture items: beliefs, values, norms, habits, attitudes, rituals, ceremonies? if so, which item and from which country? 4. is the textbook culturally oriented towards the source culture, the target culture or international cultures? how can you tell? 5. do listening passages present a variety of accents? are these all native speakers’ accents? 6. does the textbook help to build conceptual bridges between the cultural familiar and the unfamiliar? if so, how? 7. does the workbook present activities connected to cultural issues or does it just expand on activities connected to the four basic skills presented in the student’s book? teaching the students and not the book moirano no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 79 8. does the teacher’s book suggest activities to include/compensate for the lack of the local? 9. does the textbook bring any kind of complementary materials such as video dvds? if so, do these materials deal with cultural matters? target, international, or local? 10. are any of the following topics dealt with: politics, alcohol, religion, sex, nudity, israel, pork, smoking (parsnips)? interviews after the analysis of the textbooks, i compared the findings with those from semi-structured interviews with teachers who were using these textbooks. the questionnaire was intended to evaluate whether teachers are aware of the issue of culture teaching. the questions did not mention culture explicitly until the last one so as to obtain more honest answers and not give away the real purpose of the interview. the questions teachers were asked were open-questions connected to their likes and dislikes as regards the textbook they were using, their students’ likes and dislikes, supplementary materials that they used and the reasons for using them, the appropriateness of the topics dealt with in the textbook and their idea of the concept of “cultural competence” together with its application in class. (see appendix a). the kind of interview selected was a semi-structured one (bogdan and bikten, 1992, p.270). this kind of interview allows researchers to capture the specificity of the situation. whereas a structured interview has a limited set of questions, a semi-structured interview allows new questions, called follow-up questions, to be brought up during the interview as a result of what the interviewee says. open-ended questions invite an honest, personal comment from the respondents; it can catch the authenticity, richness, depth of response, honesty and candour which are the hallmarks of qualitative data. a funnelling process was also chosen. this is a process in which the interviewer moves from the general to the specific, asking questions about the general context or issues first and then moving towards specific points. a filter was used to include and exclude certain respondents; to decide if certain questions were relevant or irrelevant. the question format followed an indirect approach; the interviewer asked about a different thing and then made inferences. by making the purpose of the questions less obvious, the indirect approach is more likely to produce frank and open responses. this is also the reason why the questions in the interview were designed in spanish; to avoid making the interviewee feel that their english teaching the students and not the book moirano no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 80 performance was being evaluated. the interview questions were piloted before carrying out the actual interview with the following objectives in mind: to check the clarity of the questions, to gain feedback on the validity of the interviews, to eliminate ambiguities in wording, to check the approximate time taken on each interview. data analysis and interpretation textbooks table 1. english textbooks upstream b2+ laser b1+ world english 3 systematic section on culture 4 x x c culture topics 4 4 4 c culture topics 4 4 4 cultural orientation target international international & source listening passages british british american (ss’ book) variety (video clips) conceptual bridges 4 only 4 personalization culture in workbook x x 4 (in reading comprehension sections) culture in teacher’s book x x 4 (in “expansion activities”) culture in complementary 4 materials x x ( in dvd) parsnips x x x the chart above reveals that only one of the textbooks, upstream b2+, presents a systematic section on culture, but such section is always about an aspect of either the british or the american cultures only; and it appears every other unit, not in all units. as regards topics connected to “c” culture, the three books deal with a variety of topics. history is dealt with in the three books, and teaching the students and not the book moirano no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 81 then other topics present are science, inventions, sports, education systems, art and literature. what is worth mentioning is that upstream b2+ deals mainly with literature topics, all of them connected to british or american writers. laser b1+ and world english 3 are more neutral in connection to that. as for “c” cultural topics, the three books present a variety of topics; but only upstream b2+ places a marked emphasis on topics connected to the british culture. some such topics are: public phones in the uk, fengshui in the uk, british jobs and unusual houses in britain. in connection with the cultural orientation, it could be said that laser b1+ is internationally oriented; its topics seem to be mostly neutral, not attached to any particular country or culture. upstream b2+ is clearly oriented towards the target culture. most topics deal with the british culture or, on rare occasions, with the american culture. and world english 3 is clearly internationally oriented but with an emphasis on the source culture. the textbook is always suggesting activities in which students have to talk or investigate about their own culture. the speakers in listening passages in laser b1+ and upstream b2+ are native british speakers, and in world english 3 they are native american. however, the videos of this last book present non-native speakers, such as moroccan or peruvian people speaking english, of course with their own accent. as regards conceptual bridges between the familiar and the unfamiliar, the chart shows that laser b1+ does not help to build such bridges, in fact, it only personalizes topics to involve students in the topic. students just have to talk about the topic under discussion in connection to themselves, their town or their country. in the case of both upstream b2+ and world english 3, the treatment is different. they go beyond the general “personalization” kind of exercise and ask students to investigate more specific aspects of culture. in connection with the activities of the workbook, both laser b1+ and upstream b2+ only expand on the same kind of activities and topics as in the student’s book, they do not add any cultural content. however, in world english 3, usually while doing a reading comprehension activity, students read about something else connected to culture. as for the teacher’s books, laser b1+ has got a section called “additional task” which suggests teachers the kind of “personalization” activity mentioned before, but it does not go into detail in connection with the source culture. upstream b2+ teacher’s book just explains how to go about the exercises in the student’s book, but it does not suggest teaching the students and not the book moirano no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 82 any kind of extra activity; and world english 3 teacher’s book has got a section named “expansion activity” which does advice teachers on how to focus on the source culture as well as the international culture. with regard to complementary materials, laser b1+ brings a cd rom with extra vocabulary, grammar and use of english sections, none of them dealing with cultural matters. upstream b2+ does not bring any complementary materials; and world english 3 brings a dvd with short videos, some of which deal with international cultural matters. finally, none of the books deal with or even mention topics connected to parsnips. world english 3 seems to be the most internationally oriented in connection to culture. it also seems to focus more on “c” culture topics than on “c” culture topics. precisely, it is in the “c” culture topics that one can gain a better appreciation of how much emphasis is placed upon cultural matters associated with a variety of countries and cultures. also, this textbook is apparently the one that pays the most attention to including the source culture (that is, the learners’ culture) in topic discussions. it systematically presents activities in which students have to do research about their own culture and compare it to the one under study, which is not necessarily the british or american one. the textbooks upstream b2+ and laser b1+ prepare students to sit the cambridge first certificate exam (fce), which is clearly the reason why the focus is placed on the british culture. now, it could be argued that the organizations that promote this kind of exams, in this case, cambridge university, make use of the “excuse” that they are testing students’ level of proficiency to help spread their own culture and values. this is in line with phillipson’s (1992) theory of linguistic imperialism, which holds that the british council fosters the promotion of “hegemonic” culture and values through the medium of english. and this is the reason why traditional approaches to english language testing have many times been questioned; they still measure proficiency against the so called “native speaker” norm, as is the case of the fce. according to phillipson’s (1992) theory: linguistic and cultural imperialism, by spreading english the way they do, english speaking nations -especially the uk and the usa, which are countries very much devoted to the english education businessbenefit in a variety of ways. no other language provides work for so many of its speakers. they can work as teachers, translators, materials writers, and publishers, to mention but a few. teaching the students and not the book moirano no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 83 the solution to this inevitable imbalance of resources and power in the world might be in line with kumaravadivelu’s (2006) and canagarajah’s (2002) suggestion: decolonizing the approaches to tesol by emphasising the local. teachers’ interviews the following chart shows the most relevant information obtained from the interviews. what is included is my translation of verbatim transcription. teacher likes dislikes cultural component t1 (icab 34 years old upstream b2+) t2 (icab35 years old upstream b2) t3 (icab 53 years old upstream b2) “the emphasis on writing.” “the way grammar is exploited.” “the units are very long, they have a lot of drilling.” “it’s too similar to other books. the topics are not very meaningful.” “the design.” “the layout.” “cultural competence means having the tools to participate in different cultural settings”. “it is connected to using the foreign language in contexts where the foreign language is the mother tongue.” “cultural competence is using one’s culture to be able to transmit meaning and understand the other person.” “the topics in the book are appropriate for the students. the book deals with technology, the environment (which is such a european topic...) i think students feel totally identified with the topics.” “i think that textbooks are very rich, that we teachers of english teach much more than english, all the books bring a lot of world knowledge, there are a lot of references. i think that a teacher of english has a general view of the world through english textbooks….i think working with textbooks written abroad is very much enriching. we, argentineans, are always looking abroad, they –foreigners-aren’t. our life is abroad, we know a lot about everywhere; they don’t. no matter they are cultured or not”. teaching the students and not the book moirano no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 84 teacher likes dislikes cultural component t4 (icab 28 years old upstream b2) t5 (60 years oldcolegio nacional-world english 3) t6 (37 years oldcolegio nacionalworld english 3) t7 (50 years oldcolegio nacionalworld english 3) “the division into modules.” “it has very nice pictures.” “it’s very complete; you’ve got a dvd....” “the way topics are presented, the fact that topics are appropriate for students, the fact that it’s authentic materials the book presents...” “i don’t like anything.” “cultural references.” “it’s too demanding, too long for the little time we have.” “it has little practice for weak students.” “i particularly don’t like it’s approximation to transformational and structuralist grammar.” “i don’t like some questions that have to do with the cultural references. maybe, they are a bit far away from our particular context, as it happens with most textbooks. but one always tries to find ways of getting it closer to students. there are things that students don’t get to understand, maybe because they have never been in a situation like the one the book brings up.” “i’d like a book which presented listening activities with a variety of accents; for example from south african or asian people speaking english as a second language; which is a more real situation than the ones this book presents.” “cultural competence is being connected with other types of knowledge, previous knowledge...” “i think the book aims at that, at looking at diversity and making students aware of it or making them know other realities different from theirs and learn to accept them and give an opinion about them. it has to do with that: with being able to evaluate their and other people’s realities, valuing their own culture in relation to that of others and learning that there is no culture that is better than another.” “cultural competence is the respect for what is different.” teaching the students and not the book moirano no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 85 teacher likes dislikes cultural component t8 (42 years old escuela de lenguaslaser b1+) t9 (55 years old escuela de lenguaslaser b1+) t10 (38 years old escuela de lenguaslaser b1+) t11 (45 years old escuela de lenguaslaser b1+) “i like the fact that it has a specific preparation for fce.” “i like the topics, they are interesting for the age of students, and the organization.” “it provides good preparation and training for fce.” “the design, the pictures, the organization.” “i suppose cultural competence refers to the knowledge that students can acquire of the culture of the language they are studying.” “i suppose cultural competence refers to the general knowledge about different topics.” “...there are many students who come from schools that belong to universidad nacional de la plata, so they have good cultural knowledge. maybe what the book does not present -which is one of the topics being mentioned in methodology these daysis the different cultures, intercultural awareness. this book hasn’t incorporated that yet, and maybe it’s difficult for us teachers too, at least for me. i find it difficult to bring those kinds of topics to students; which are interesting... the fact that there is no one single “correct” english, but there are many, which also depends on the function, where we use it, what for, etc.... but i believe that one, as a teacher, has to provide that knowledge…” “i think cultural competence is connected to being able to relate what students are seeing in the book with what happens in other cultures.” “it lacks contextualization.” “it’s a bit monotonous, the activities are predictable.” “the vocabulary section lacks contextualization.” “no, there is nothing i don’t like.” as regards teachers’ likes, two of them mentioned the topics (t6 and t9). they said they were appropriate for the students but did not make any reference to the issue of culture. teaching the students and not the book moirano no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 86 out of all the teachers in the interviews, only two of them mentioned topics as part of what they did not like about this book, but only one (t4) made an explicit allusion to cultural references. she said that they are far away from students’ realities. what she meant by this is that the topics dealt with in the book do not match everyday aspects of their lives –“c” culture topicsso students do not completely come to understand what they are discussing because their everyday context is different, because they find themselves discussing situations they have never experienced, such as earning a living or writing a letter applying for a job. it is important to mention here that the teacher who showed herself aware of the cultural issue under discussion was the youngest. one could conclude that a possible reason for this is that she is less “automated” in her everyday work than the rest of the teachers. she has been working for less time -let alone preparing students to take the fceand it is also less time since she has finished university and her training may be fresher than that of the rest of the teachers. one encouraging conclusion that can also be gathered from this is that, at least nowadays at universidad de la plata -which is where this teacher studiedthe importance of reflecting upon culture appears to be emphasised. older teachers are either too immersed in the preparation of students for the fce and they have become less critical of textbooks and methodologies, or they were not trained to identify this kind of flaw in textbooks when they did their teacher training course. as regards the issue of what is meant by “cultural competence”, it seems that such concept is little developed or in its early stages here in argentina, or at least among this particular group of teachers and institutes, because the answers to this question were too varied. teachers hesitated considerably when they gave an answer. here again, the teachers who were the closest to the intercultural issue were again the youngest, especially t4. she suggested doing listening tasks in which students could listen to two non-native speakers communicating in english, a clear sign that she is well aware of the present-day need for multiculturalism. when asked about the concept of cultural competence, t10, one of the youngest, was the only one to mention the concept of “intercultural awareness”, to realize that the book she is using lacks it and to admit that it is also the teacher’s job to show the local cultural knowledge to students. another teacher (t6) mentioned comparing students’ own culture to that in other countries, but the rest referred only to the acquisition of general cultural knowledge and the acquisition of teaching the students and not the book moirano no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 87 knowledge about the culture students are approaching by learning english (the target culture), as if the english language had to be associated with one culture only. as for the rest of the questions in the interview, they are not worth mentioning because the issue of culture did not come up. at no time did teachers realise the questions were heading towards that direction until the last two questions arrived, in which the word “culture” was explicitly said. results the analysis of the three textbooks together with that of the interviews has revealed the following. as regards textbooks, topics vary very little from book to book, especially between the two books that prepare students to take the fce. the three textbooks share the topics of education and the environment. other common topics shared by at least two of the three textbooks are: people, transport, communication, travelling, art, sport, health, money and emotions -all of them very general and little controversial topics. no textbook deals with topics connected to the local culture; what they do is –to a greater or lesser extenttry to make learners talk and do research about their own culture. and no textbook deals with any of the topics connected to the parsnips acronym. however, there are marked differences between the american edition and the two british ones, and we can speculate about some possible reason for these differences. on the one hand, the american textbook is not oriented towards any international exam, at least explicitly; therefore, it does not need to follow any exam pattern, or the typical topics in any of those exams. on the other hand, the two british editions are oriented towards the preparation of the fce; therefore, the kind of activities and the topics are very much like those in the test. besides, the fact that world english 3 is produced by heinle and the national geographic can explain a lot about the greater amount of cultural information in it. the national geographic is a well-known monthly magazine that has been published by the non-profit national geographic since 1888. it has an international circulation. its articles deal with a range of subjects, some political in nature, and most relating to the natural world and its intersection with modern culture. consequently, the combination of an international circulation and modern culture could be the key to the explanation of this emphasis on international culture. teaching the students and not the book moirano no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 88 as regards teachers, there is a parallelism between their age and their level of awareness of the presence/absence of (local) cultural content in the textbooks they use. the younger the teacher, the more aware they are of this issue. sometimes there is also a parallelism between this awareness and their work place. the teachers who work at the instituto cultural argentino británico – the only cambridge examination centre in la plataseem to be the ones that notice the least the lack of (local) culture and are focused the most on making students succeed in the actual exam. it could also be said that their level of awareness is in line with their level of compromise to revert such situation. i might also speculate about some possible reasons for this disinterest in cultural matters on the part of teachers. one reason for this could be a lack of a strong national identity. we argentines seem to share an identity only in connection to football. only once every four years, when the world plays a football world cup, do we seem to share a common identity, a nationality and a flag. otherwise, we are a discontent people, always admiring and praising other societies. one of the interviewees expressed it very clearly. she said: “i think that textbooks are very rich, that we teachers of english teach much more than english, all the books bring a lot of world knowledge, there are a lot of references. i think that a teacher of english has a general view of the world through english textbooks….i think working with textbooks written abroad is very much enriching. we, argentineans, are always looking abroad, they –foreigners-aren’t. our life is abroad, we know a lot about everywhere; they don’t. no matter they are cultured or not.” (my translation) another reason, yet connected to the previous one, might be the traditional tendency of middle-class argentineans to see ourselves as europeans. this explanation coincides with the fact that the teachers who do not see european textbooks as foreign are the middle-aged and above. the youngest, who are more distant from this tradition, were the only ones to notice alien elements in the textbooks under analysis. it seems the traditional view of the “generation of the 80s” is still alive. the project of this group of presidents consisted in, as regards the economic aspect, inserting our country in the international division of work by means of producing raw materials and food, and importing most of the processed products consumed in the internal market. as regards the social aspect, it consisted in trying to change native habits through the immigration of working force and making our customs more similar to those in europe. as for the political area, the idea was to form a modern state by imitating those in europe in order to offer guarantees to the foreign companies which invested in our country. teaching the students and not the book moirano no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 89 one further possible reason for teachers not noticing cultural issues in textbooks might be the unrealistic syllabus in connection to time that teachers have to cope with both at school –colegio nacional rafael hernandezand at private institutes. in the case of private institutes which use textbooks oriented to preparing students for international exams the problem is time constraints plus commercial interests. parents still have the idea that what is foreign is far better, and it is they who want their children to have a foreign certificate of english. this idea is what encourages private institutions to make a profit off education. some private institutions are so much at the service of their “clients” that they only devote themselves to making their “clients” pleased with their service, in this case, making their students pass foreign exams. the result: no time left for issues outside the syllabus. it will be remembered that phillipson’s (1992) concept of ‘educational imperialism’ states that local decisionmakers in the educational field which maintain strong links to inner circle countries tend to promote the educational ideologies of those countries, hence strengthening the hegemony of inner circle countries and restricting the ownership of language to ‘native speakers’ or countries located in the ‘inner circle.’ as jenkins (2006a) suggested, by accepting and promoting the use of only standardized tests developed in the english speaking west, such as the fce, a tacit acceptance is created that the countries that develop these tests are the custodians of english and the rest of the world their “clients.” teachers who work in these kinds of places are so indoctrinated that they accept orders as they come and do not stop to question the kind of education they are providing, especially teachers who have been working in the same institution for a considerable number of years. limitations this study would certainly have greater validity if a larger number of participants selected from a broader set of contexts and also a larger number of different textbooks had been studied. in the social sciences, a triangulation method is often used to compensate for possible biases in results, to facilitate validation of data through cross verification from more than two sources. in particular, it refers to the application and combination of several research methodologies in the study of the same phenomenon. the idea is that one can be more confident with a result if different methods lead to the same result. therefore, more than two methods are used in studies to double or even triple check results. teaching the students and not the book moirano no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 90 one way of carrying out such method could be to study the reactions that students themselves have in connection to the study of their own culture, which could be done by means of different possible methods such as class observation, interviews with students, surveys or students’ diaries. this would provide us with one more tool to come to conclusions as regards teachers’ attitudes to the teaching of argentinean culture. usually, students’ reactions reflect in some way or another that of their teachers. therefore, a three-dimensional study: publishers, teachers, and students would allow us to gain a deeper sight into this topic. conclusions going back to the original aims of this study, we can conclude that these three english textbooks do reflect the phenomenon of the “global coursebook”. the topics they discuss are all rather general with no attempt to discuss any controversial issue that could offend any culture. no topic in the list of “prohibited” topics are mentioned (politics, alcohol, religion, sex, nudity, israel, pork and smoking), which makes most textbooks very much alike. as gray (2002) suggested, these kinds of “global” textbooks are sanitized for commercial purposes. the more general/global the textbook, the more worldwide publishing houses can sell without the need to devote any extra money to the writing of different editions according to the different cultures’ demands. the second research question referred to whether these textbooks helped argentine students reinforce their cultural identity. laser b1+ and upstream b2+, which focus on the preparation for the fce do not offer any help in this regard. as for world english 3, it does, but in an indirect way, by suggesting activities in which students have to investigate about and discuss their own culture, but at no point do we find any explicit information or any explicit intention of dealing with the argentine culture. finally, as regards the third question, most teachers do not even notice the lack of the local in textbooks, if anything they notice that some topics are quite apart from students’ realities but they do not link this to the issue of culture. and if they happen to try to compensate for this lack, it is just by bringing the topics closer to their students’ lives, which does not mean treating topics exclusive of the argentine culture. it is a fact that english has become an international language; therefore it does not belong only to native speakers in english-speaking countries. the fast and wide spread of english suggests that english need not always be linked to the culture of those who speak it as a teaching the students and not the book moirano no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 91 first language. instead, as mckay (2004) suggested, the purpose of an international language is to describe one’s own culture to others. the main aim of culture teaching, as recognized by most scholars today, is to develop students’ intercultural understanding and help them with intercultural communication. to be able to fulfill this aim, learners need cultural knowledge, cultural awareness, and a set of skills, which comprise the learners’ intercultural competence. to improve the situation of culture teaching in efl in argentina, more attention in the future should be paid to the training of teachers. working teachers should have in-service training for them to understand the importance of (multi)culture teaching and to learn how to incorporate it in class, even when the books they are using do not deal with the issue. more comprehensive and in-depth education of teachers would be one way to get closer to the ideal situation in which culture forms an integral part of each language class. although the present research does not pretend to be exhaustive, it accomplished its main aims and provided an insight into culture teaching and learning. clearly, the topic requires further research as well as more diverse research methodology, such as classroom observation and interviews with students. this would give a better overview of the reasons behind the unsystematic culture teaching and would give feedback for teacher trainers on what kind of training teachers especially need. it is also hoped that teachers and their institutions will be encouraged to take a critical, adaptive approach to applying material. references alatis j. e., straehle c. a., gallenberger b., ronkin m. (1996) (eds) linguistics and the education of language teachers: ethnolinguistic, psycholinguistic and sociolinguistic aspects. (georgetown university round table on languages and linguistics) washington d. c.: georgetown university press. alptekin, c., & alptekin, m. (1984) the question of culture: efl teaching in non-englishspeaking countries. elt journal, 38 (1), 14-20. bogdan, r.g. and bikten, s.k. (1992) qualitative research for education. boston, ma: allyn & bacon. brooks, nelson d. (1968) language and language learning: theory and practice. new york: harcourt, brace. teaching the students and not the book moirano no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 92 brown, h. d. (2001) principles of language learning and teaching. beijing: foreign language teaching and research press, p.165. brown, j.d. (2004) comment 1: what do we mean by bias, englishes, englishes in testing, and english language proficiency? world englishes 23 (2), 317–319. canagarajah, s. (2002) critical academic writing and multilingual students. ann arbor: university of michigan press. chapman, j. (2008) laser b1+. teacher’s book. macmillan. chastain, k. (1988) developing second language skills. theory and practice. orlando, florida: harcourt brace janovich publishers. clarke, j. and m. clarke (1990) ‘stereotyping in tesol materials’ in b. harrison (ed.). culture and the language classroom. elt documents 132. modern english publications/british council. cortazzi, m.,& jin, l. (1999) cultural mirrors, materials and methods in the efl classroom. in e.hinkel (ed.), culture in second language teaching and learning. cambridge university press: usa. dunnett, s. c., dubin, f., & lezberg, a. (1998) english language teaching from an intercultural perspective. in j.m. valdes (ed.), culture bound: bridging the cultural gap in language teaching (pp.148-161). ny: cambridge university press. evans, v. & obee, b. (2008) upstream upper intermediate b2+. teacher’s book. express publishing. evans, v. & obee, b. (2008) upstream upper intermediate b2+. student’s book. express publishing. evans, v. & obee, b. (2008) upstream upper intermediate b2+. workbook. express publishing. florent, j. and c. walter. (1989) ‘a better role for women in tefl’. elt journal. volume 43/3. gray, john. (2002) chapter 9 the global coursebook in english language teaching p. 151-164 in globalization and language teaching. edited by david block and deborah cameron.(2002) routledge/http://books.google.com.ar/books?id=4uy0oqve_kic& pg=pa151&dq=the+global+coursebook+in+english+language+ teaching.+john+gray&hl=es&ei=uvuhtmxgmt38aao7lcgc q&sa=x&oi=book_result&ct=result&resnum=1&ved=0ccoq6a ewaa#v=onepage&q=the%20global%20coursebook%20in%20 english%20language%20teaching.%20john%20gray&f=true/ teaching the students and not the book moirano no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 93 holliday, a. (1994) appropriate methodology and social context. cambridge: cambridge university press. helgesen, m. (2005) should a teacher bring his or her politics and religion into the classroom? elt news think tank. retrieved 17 sept, 2005. from http://www.eltnews.com/features/thinktank/040_ mh.shtml jacovides, t & nebel, a. (2008) laser b1+. workbook. macmillan. jenkins, j. (2006b) current perspectives on teaching world englishes and english as a lingua franca. tesol quarterly 40 (1), 157–181. johannsen, kristin. (2010) world english 3. teacher’s edition. heinle cengage learning. johannsen, kristin. (2010) world english 3. student’s book. heinle cengage learning. johannsen, kristin. (2010) world english 3. workbook. heinle cengage learning. kramsch, c. (1993) context and culture in language teaching. shanghai: shanghai foreign language education press. kramsch, c. and sullivan, p. (1996) appropriate pedagogy. elt journal, 50. 199-212. kroeber and kluchholn. (1952) culture: a critical review of concepts and definitions. vol. 47 n°1 cambridge. m.a. peabody museum. cited in seelye, h.n. (1993) teaching culture strategies for intercultural communication. kumaravadivelu, b. (2006) tesol, globalization, and the empire: a dangerous liason. in j. edge (ed.) relocating tesol in the age of empire (pp. 1–32). london: macmillan palgrave. lado, r. (1986) second culture acquisition. cognitive considerations. in e. hinkel, (ed.), culture in second language teaching and learning. cambridge: cup. lantolf, j.p. (ed) (2000) sociocultural theory and second language learning. oxford: oxford university press. matsumo, d. (2003) culture and psychology. wadsworth publishing. mckay, s.l. (2004) western culture and the teaching of english as an international language. english teaching forum online vol.42, no.2. file://f:/sandra%20mckay.htm accessed on 3/29/2006. teaching the students and not the book moirano no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 94 phillipson, robert. (1992) linguistic imperialism. oxford university press. porecca, k. (1984) ‘sexism in current esl textbooks’. tesol quarterly. volume 18/4. sheldon, l. (1988) ‘evaluating elt textbooks and materials’. elt journal. volume 42/2. smith, l. (1976) english as an international auxiliary language. relc journal 7(2):38-43 20 snow, don. (2001) amity foundation. teaching toward english as an international language. second international conference on the teaching of english: acquisition of english language and literacy in asian context. 11-13 july 2001, nanjing. taylore-knowles s. (2008) laser b1+. student’s book. macmillan. tylor, e.b. (1929) primitive culture. researchers into the development of mythology, philosophy, religion, language, art and custom. london: john murray. teaching the students and not the book moirano no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 95 appendix a. interview questions 1. ¿qué es lo que más te gusta del libro que usas? (what do you like most about this book?) 2. ¿qué es lo que menos te gusta del libro que usas? (what do you like least about this book?) 3. ¿qué es lo que más les gusta a tus alumnos del libro que usas? (what do your students like most about this book?) 4. ¿qué es lo que menos les gusta a tus alumnos del libro que usas? (what do your students like least about this book?) 5. ¿usas material extra para complementar el libro? ¿por qué? (do you use extra materials to complement the book? why?) 6. si es así, ¿qué secciones del libro consideras que es necesario complementar ó adaptar y qué tipo de material extra usas? (do you think it is necessary to complement or adapt any section in the book? which? how do you do it?) 7. ¿te parece que los temas que trata el libro son adecuados a la realidad de tus alumnos? (are the topics appropriate for your students?) 8. muchos autores hablan de la “competencia cultural” de los alumnos ¿qué entiendes por “competencia cultural”? (what do you understand by “cultural competence”?) 9. ¿cómo se enseña la competencia cultural? (how can you teach it?) follow up questions (question 7) 10. ¿cómo harías para acercar el libro a la realidad de los alumnos? ( how would you make the book come closer to students?) 11. ¿crees que los alumnos se beneficiarían de alguna manera? (do you think students would benefit in any way?) 12. ¿en qué forma se beneficiarían? (how?) teaching the students and not the book moirano no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 96 author * maría carolina moirano holds two bachelor´s degrees, one in english language and literature from universidad nacional de la plata and another in english language teaching from universidad caece. she also holds an m.a. degree in english language from universidad de belgrano, argentina. she is currently teaching english in a primary school at escuela de lenguas de la universidad nacional de la plata and runic language center. her research interests include bilingual education and teaching. email: carolinamoirano@gmail.co teaching the students and not the book no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 276 teaching pronunciation: a course book and reference guide, 2nd edition, by marianne celce-murcia, donna m. brinton, and janet m. goodwin, with barry griner, cambridge university press 2010, 556 pp., us$ 100, isbn: 9-780521-729765 the teaching of pronunciation is frequently cited as one of the language skills that receives the least attention in the classroom. this lack of attention is ironic if we consider the fact that pronunciation is one of the most salient features of language, and that which contributes perhaps most strongly to speakers’ identities (pennington, 1996). nevertheless, pronunciation acquisition and instruction have gone relatively unnoticed in the paradigm shift from form-based to more communication-based teaching and towards learner-centered methodologies. this ambivalence towards pronunciation teaching and learning may stem from a number of reasons, perhaps related to the lack of updated resources for teachers, or also the fact that many english gist education and learning research journal. issn 1692-5777. no. 7, november 2013. pp. 276-279 taylor b oo k r ev ie w no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 277 language teachers are non-native speakers of the language themselves and may feel insecure or uncomfortable assuming the role of a model of standard pronunciation (brown, 1991). further, the entire conception of language standards is in flux due to english’s global status as a lingua franca (celce-murcia, 2010; seidlhofer, 2008). no longer is it possible to consider one global standard for english such as received pronunciation or british english, or north american standard. in fact, there are many global standards or new english varieties today usually corresponding to geographical or geopolitical areas (pennington, 1996). regardless of what standard variety we use as reference point in our classrooms, building awareness of the phonological system of english can help our learners cope with an element of language that is essential in providing meaning on the levels of lexis, syntax and utterance (celce-murcia, 2010). still, a quick survey of some of the most common general efl textbooks today reveals that there continues to be little innovation in pronunciation instruction. in fact, almost all pronunciation practice continues to take the form of “listen and repeat” exercises. there seems to be little concern for the role of pronunciation in the context of real-life listening or speaking tasks in english. there is also little explicit attention given to developing strategies for using, identifying or applying phonological patterns within a broader communicative framework. this is lamentable, given the importance of pronunciation, especially when linked to speaker meaning at the level of prosody (gilbert, 2011). fortunately for teachers, an excellent, comprehensive textbook has been available for several years now, and has recently been released in its second edition. first published in 1996, the new 2010 edition of teaching pronunciation: a course book and reference guide provides a thorough treatment of phonology and pronunciation within the context of teaching english as an international language in today’s classroom. the book is perfect for english teachers who are non-native speakers, as it provides a solid grounding in all relevant aspects of the phonological system. each aspect is presented in the context of teaching english internationally, and includes important points to consider for speakers from many different languages. the material comes alive for teachers in a way that many typical phonetics reference books do not. frequent “notes to teachers” interspersed throughout the text help remind readers that they live in the real world with real students, for whom different aspects of pronunciation may present a challenge. one of the most attractive aspects of the text is the communicative framework for teaching pronunciation, which is presented in detail taylor no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 278 and then applied in each chapter. this framework provides teachers with an extremely useful and accessible tool for planning short or long pronunciation lessons that move beyond “listen and repeat” to include discrimination and practice exercises, as well as ideas for communicative practice in order to implement the patterns in authentic situations. with some modifications, the framework is also suitable for young learners. each chapter includes several examples and suggestions for implementing specific stages of the framework. with a little practice, most teachers should be able to easily adopt this invaluable framework to their own classrooms. the second edition of the text has been updated to contemplate even more strongly the lingua franca status of english, and the emergence of new english varieties and standards around the world. the appendix has been expanded to include important elements such as digital resources and activity ideas like dramatic use of video clips and discussion cards. while the standard point of reference for the text is north american english, and the audio provided contains samples in this variety, the appendix does provide items on both pronunciation and spelling differences between north american and british english. an exciting addition to the second edition also includes an entirely new section that demonstrates how the sound system of english intersects with other areas of language, specifically listening, morphology and spelling. this section is extremely important for language teachers because it may enable them to feel more comfortable reinforcing pronunciation within the context of vocabulary or listening activities. whether to teach pronunciation, and which variety to teach is an important issue for teachers and learners of any language. in the case of english, learners’ enjoy access to a wide range of speech varieties and accents today that were previously unavailable. in addition, learners’ own speech continues to contribute to a large degree to how they are perceived as language users. now more than ever, it is relevant for teachers of english to understand the phonology of english and to raise students’ awareness of its importance. resources developed specifically for english language teachers in a global context can aid these efforts and may enable teachers and students to approach pronunciation instruction from the perspective of current language use in authentic contexts. teaching pronunciation taylor no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 279 references brown, a. (1991). teaching pronunciation. london: routledge. celce-murcia, m., brinton, d. & goodwin, j. m. (2010). teaching pronunciation: a reference for teachers of english to speakers of other languages. (2nd ed.). cambridge: cambridge university press. gilbert, j. (2008). teaching pronunciation: using the prosody pyramid. new york: cambridge university press. pennington, m. c. (1996). phonology in english language teaching: an international approach. london: longman. seidlhofer, b. (2008). language variation and change: the case of english as a lingua franca. in dziubalska-kołaczyk k / przedlacka, j. (eds.). english pronunciation models: a changing scene (pp. 5974). bern: peter lang ag. josephine ann taylor institución universitaria colombo americana, colombia email: gisteditor@unica.edu.co teaching pronunciation taylor no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) gist1-2007.indd 144 english teaching and private enterprise in colombia: a business perspective and a challenge to educators debra mckinney gehman teaching english to employees, and maintaining the language levels of those already hired, is a constant and growing concern for those responsible for corporate education in colombia’s private sector. although it might be argued that acquisition and maintenance of a second language is an individual responsibility, when faced with an increasingly globalized economy and the resultant use of english as the language of business, private enterprise in colombia has had to intervene in a systemic problem resulting from deficiencies in private and public secondary and higher education, as well as in private language institutes. the situation has several aspects that merit consideration: how to confirm real achievements in use of the english language when new employees join the company; how to strengthen deficient english language skills among current employees; 145 how to maintain english language skills in employees who have little opportunity to practice the language they learned at some time in the past. the list is not complete. there are other significant difficulties that will not be covered in this article, such as retention of employees with good english and superior business skills in colombian companies whose salary scales and benefits do not compete with those offered by multinationals, and others that are more closely related to personnel administration than to corporate training and development. when a company hires a new employee, how can it check the candidate’s english skills in a simple, reliable and systematic manner? let us remember that the candidate’s potential superior or the company’s human resources professional has the same language deficiencies as the rest of the population; thus, it is unlikely that he or she will be able to personally check language skills through a personal conversation or by reading something written by the candidate during admissions tests. grades in english, whether from high school, university or a language institute, are so variable with respect to actual achievements that they are unreliable. few candidates have studied enough to have achieved an internationally valid certificate, or are wealthy enough to have graduated from a truly bilingual school. the remaining possibility is that the company send all promising candidates to a qualified person or entity to test and certify english language skills. for jobs that actually use english frequently, the cost is justifiable. but, what happens for the many jobs in which english is useful, though not used frequently? since this describes the great majority of cases, the company either wastes resources in an era of increased competition, or hopes that english won’t become critical in the future and chooses to ignore the problem. the first difficulty faced by companies seeking to hire candidates with good english language skills is that of finding a reliable, simple and inexpensive way to confirm potential employees’ specific english language skills. in addition to new hires, any colombian business already has a group of current employees with deficient english language skills. perhaps they have been in the company many years; and when they were hired, english was not a significant factor in the labor market. perhaps the company’s salary scale is not competitive enough to attract individuals with good english, in addition to other required skills. no matter what the reason, they are current employees in good standing with satisfactory performance reviews. therefore, terminating the contract debra mckinney gehman 146 english teaching and private enterprise in colombia is not usually a viable option, considering the additional costs imposed for “unnecessary” termination by highly protective colombian labor laws. what has caused this change in job requirements over the years? possibly, some of these employees have completed their educations and have been promoted over the years, finally reaching a professional or hierarchical level which makes english desirable or necessary. perhaps the evolution of the company itself has made english necessary – a buy-out by or a merger with a foreign company, newly-begun imports or exports, establishment of franchises or branch offices, or other similar situations. it might be simply that a greater degree of global competition and rapid obsolescence of knowledge has made constant reading and research necessary, without waiting for local translations. in any of these circumstances, the company normally takes an active role in strengthening its employees’ skills, either paying for all or part of english classes, providing classes in company installations, or making special agreements with universities or language institutes. there are, however, a series of considerations and difficulties worth reflecting upon: how will this english-learning experience differ from all the years of english classes in elementary, secondary and higher education taken and passed by these employees, in which they did not achieve basic skills? what will guarantee that this time they actually achieve the desired results? how do the changing needs of the workplace (travel, meetings, changing workloads) fit with the inflexibility of formal education and language institutes? in addition, how will these two aspects fit in with other normal and frequently non-schedulable requirements of adult family life? how soon will the company be able to perceive the specific achievements it requires? how do the company’s needs combine with those of the english teacher or english-language institute, and the interests of the student-employee? how does the company promote a positive view of strengthening english language skills among its employees, most of whom found their previous english classes to be difficult, irrelevant and/or dull? in synthesis, private companies face problems of quality, timeliness and relevance when seeking to strengthen the english language skills of their employees. colombian companies find it necessary to intervene in an unfamiliar process – teaching and learning english 147 – due to the business requirements of an increasingly competitive global economy. what role might language institutes and english teachers play in this situation? what creative, practical alternatives could they present? finally, there is yet another situation which is the logical result of the one described above. in order to avoid deficient english in future employees who might need it at a later date – for the same business reasons described previously – english language skills now are required for many technical and professional jobs. the problem is that colombian companies – in contrast to the multinationals – use very little english in their daily activities. with the exception of technical reading in special subjects, or receiving the visit of a foreign consultant or expert, business is conducted in spanish. as a result, the employees who entered the company with good english-language skills frequently achieved with a great deal of dedication and personal sacrifice are caught up in the daily grind of company and personal activity and use those skills infrequently. in a short time, their english skills deteriorate to a minimum. if at some future moment any of these individuals must use english in their work – due to changes in the business itself, buy-out or merger with a foreign company, promotion to a level which requires international travel, or due to the need for research or current specialized information – the company finds that its “english-speaking” employees are no longer able to use the skills they once had. both sides blame the other: the company blames the employee for not keeping his or her skills current, and the employee blames the company for workloads that make it difficult or impossible to maintain his or her language skills though study or recreation. obviously, both parties have good intentions, though they have both failed at execution. they might have been more proactive, by offering or seeking experiences which would have allowed them to maintain language skills, well aware that this would eventually occur. faced with this reality, what alternatives might formal and informal education offer to assist in maintaining language skills in adults who have few opportunities for practice? what are reasonable possibilities for working adults with family and personal responsibilities which would keep them from having to “enroll for life” in a language class? we may conclude that teaching and learning english has consequences far beyond the academic world. frequently educators focus so strongly on the task at hand that they forget the long-term objective. one long-term objective is that private enterprise in colombia have access to a pool of potential employees prepared to successfully face the immediate challenges of a global economy which, in turn, debra mckinney gehman provides worthwhile employment for individuals and leads to collective social and economic growth. one of the many skills that this future population of potential employees must have is the adequate use of the english language, the international language of business. reaching this goal will take time, and colombian society has many urgent, competing needs. however, there are short-term, practical, partial solutions which might help private enterprise and individual employees reach the final goal. in order to define them, i suggest that the professionals and institutions dedicated to teaching english carefully consider the questions i have posed. i am sure that they will find ample opportunities for dialogue and an enthusiastic response from the private sector in colombia. debra mckinney gehman is the director of centro de formación gerencial del grupo bolívar. e-mail: debra.mckinney@bolnet.com.co english teaching and private enterprise in colombia 148 gist1-2007.indd diversidad lingüística y tolerancia en colombia néstor alejandro pardo garcía abstract this article deals with colombia’s linguistic diversity, and it examines diverse types of discrimination, from the exclusion of some languages in the count of colombian languages to the most subtle examples of discrimination through humor. it also discusses colombian sign language and the different dialects, both social and geographic, spoken in the country. finally it proposes some strategies that could reduce linguistic discrimination. resumen en este artículo se trata la diversidad lingüística de colombia y se examinan diversos tipos de discriminación, desde la exclusión de algunas lenguas en el conteo de lenguas colombianas hasta los más sutiles ejemplos de discriminación a través del humor. se incluye también una mención a la lengua de señas colombiana y a los diferentes dialectos, tanto sociales como geográficos, hablados en el territorio nacional. al final, se plantean algunas estrategias que podrían disminuir la discriminación lingüística. key words: linguistic diversity, sociolinguistics, linguistic imperialism, colombian indigenous languages, colombian languages, humor. palabras clave: diversidad lingüística, sociolingüística, imperialismo lingüístico, lenguas indígenas colombianas, lenguas colombianas, humor. diversidad lingüística en colombia. colombia es un país tradicionalmente poco metropolitano, con bajos índices de inmigración, quizá por la cantidad de dificultades que tienen los extranjeros que quieren ingresar y quedarse en el país, quizá por la situación difícil de orden público. sin embargo, colombia sigue siendo un país profundamente diverso en materia lingüística. en este 11 12 diversidad lingüística y tolerancia en colombia momento, se hablan aproximadamente 65 lenguas indígenas de catorce familias lingüísticas; 2 lenguas criollas: el criollo de san basilio de palenque y el criollo de san andrés y providencia; inglés, también en el archipiélago de san andrés; romanés, la lengua ancestral de los gitanos; lengua de señas colombiana; árabe, en buena parte del territorio colombiano; hebreo, hablado por parte de la comunidad judía en colombia; coreano y chino, hablados por los inmigrantes coreanos y chinos y sus descendientes y muchos otros idiomas de diversas procedencias, además del español, lengua oficial de todo el territorio colombiano. lenguas habladas en colombia en la siguiente página aparece una lista donde se incluyen las lenguas que tradicionalmente se han incluido en la bibliografía, más algunas lenguas que no suelen mencionarse como el romanés y la lengua de señas colombiana. además se incluyen lenguas que si bien se hablan en el país su estatus como lenguas colombianas debe ser confirmado con investigaciones sociolingüísticas rigurosas. dichas lenguas están marcadas con signos de interrogación entre paréntesis. el solo hecho de contar las lenguas del país es ya una tarea difícil. como se sabe, el decidir qué es una lengua y qué es un dialecto es un problema más de corte político que netamente lingüístico; esto se puede ver claramente en el caso de las lenguas tukano orientales habladas en el departamento del vaupés. allí, los hablantes de las diversas lenguas insisten en el hecho de que hablan lenguas distintas, a pesar de que se ha comprobado que en algunas ocasiones las lenguas que hablan son idénticas hasta en un 98% (ardila, o. 1998, 2004). la razón es clara: existe exogamia lingüística, es decir que una persona no se puede casar con otra que hable la misma lengua pues se consideran hermanos. obviamente, allí hay un continuo de 15 variedades con nombres distintos pero que desde el punto de vista léxico-estadístico serían variantes dialectales de una misma lengua. sin embargo, los hablantes insisten en que se trata de lenguas distintas y se debe respetar su punto de vista. entonces, ¿quién decide qué es una lengua y qué es una variedad? esta es una pregunta que no tiene una respuesta obvia. se podría decir que los hablantes saben cuando están hablando una lengua distinta o cuando una variedad dialectal; sin embargo, se ha probado en múltiples ocasiones que esto no es cierto, muchos hablantes no son conscientes de que hablan lenguas diferentes, como en el caso 13 néstor alejandro pardo garcía lenguas semíticas árabe (¿?) hebreo (¿?) lenguas indoeuropeas español inglés francés (¿?) alemán (¿?) romanés lenguas de señas lengua de señas colombiana lenguas criollas criollo de san andrés palenquero / criollo de san basilio de palenque lenguas orientales chino coreano lenguas indígenas familia lingüística lengua arawak achagua baniva kurripako kabiyarí piapoko tariano wayuunaiki yukuna barbacoa awa bora bora miraña muinane nonuya caribe carijona yuko/yukpa chibcha barí kuna chimila damana ika kogui tunebo chocó emberá waunana guahibo cuiba guayabero jitnu sikuani peba yagua yagua makú puinave puinave yujupde kakua nukak jupda familia lingüística lengua quechua inga quechua sáliva piaroa piaroa sáliva tukano occidental koreguaje siona oriental bará barasana cubeo carapana desano macuna pisamira piratapuyo siriano tukano tanimuka tatuyo tuyuca wanano yurutí tupi guaraní cocama geral uitoto ocaina uitoto por clasificar andoque kofán guambiano kamsá nasa-yuwe (paez) tikuna 14 de los criollos en los cuales muchas veces los mismos hablantes no tienen conciencia de que hablan una lengua distinta. pero si no son los hablantes, entonces ¿quiénes pueden decidir? ¿los lingüistas? si la comunidad lingüística gozara de prestigio y autoridad sobre la población esto podría llegar a ser cierto, pero la verdad es que no se ha visto país alguno en el cuál los lingüistas tengan tales atributos, más bien se les llama para preguntarles curiosidades idiomáticas y/o para que anuncien cual es la forma “correcta” de tal o cual expresión. si los lingüistas no gozan de tal prestigio y autoridad real, cualquier intento de su parte de imponer los límites entre lenguas y dialectos se vería, con razón, como una injerencia imperialista que viene desde fuera. la única forma de solucionar este problema es que la sociedad en general y, sobre todo, las personas encargadas de las políticas lingüísticas y educativas del país tengan una formación suficiente en lingüística como para saber que estos conceptos son complejos y ameritan una atención especial. del mismo modo, requerimos de un cuerpo de lingüistas hablantes nativos de las diversas lenguas de colombia, situación que desafortunadamente aún no se da, pues los lingüistas hablantes nativos de lenguas distintas del español son escasos. de otro lado, se encuentran las lenguas habladas en las fronteras y cuyos hablantes no se preocupan mucho de si son colombianos o ecuatorianos /venezolanos /brasileros /peruanos /panameños /nicaragüenses, etc., sino que se mueven con fluidez de acuerdo con la mejoría o el empeoramiento de sus precarias economías. ahora bien, si el hecho de contar las lenguas resulta problemático, decidir qué lenguas son colombianas tampoco es una tarea fácil. empecemos por el concepto de lengua colombiana, ¿son colombianas todas las lenguas que se hablan en colombia? evidentemente si llega un turista sueco con su familia y hablan en sueco mientras visitan el parque nacional natural amacayacú o la catedral de sal en zipaquirá sería un despropósito decir que esta es una lengua colombiana. sin embargo, la cuestión no es tan evidente en todos los casos. por ejemplo, en las décadas de los cuarenta y cincuenta muchos hablantes de árabe que aún tenían el pasaporte turco del extinto imperio otomano llegaron a colombia; en realidad eran sirios, libaneses, jordanos y palestinos, a los que conocemos como la diáspora árabe (los “turcos” en colombia). ahora bien, muchos de ellos se hicieron colombianos, algunos se establecieron con éxito y decidieron quedarse, otros simplemente no tienen un país al cual puedan regresar, como el caso de los palestinos. ellos también son ciudadanos colombianos. sus hijos hablan árabe y los que profesan el islám lo practican con asiduidad dentro de su diversidad lingüística y tolerancia en colombia 15 comunidad religiosa. ¿se puede decir que una lengua que hablan personas nacidas en colombia que nunca han vivido en el exterior sea una lengua “extranjera”? el caso de los hablantes del hebreo también es muy especial. dentro de la comunidad judía se hacen esfuerzos para que los jóvenes hablen hebreo además del español y el inglés. estas personas son colombianas pero reciben instrucción en hebreo desde su infancia; además, toda su tradición religiosa, así como los servicios en los que intervienen tienen el hebreo en un lugar central. muchos miembros de la comunidad judía viajan a israel con relativa frecuencia y se convierten en hablantes muy competentes del hebreo. si son colombianos, viven en colombia, aprenden hebreo desde su infancia y son hablantes fluidos de esta lengua ¿no es el hebreo una lengua colombiana? algo similar se podría decir acerca del yiddish. otra vez, hay aquí un panorama complejo que apenas estamos empezando a vislumbrar, pues las dinámicas son distintas para cada comunidad. por un lado están los chinos y coreanos que, al parecer, pierden su lengua en la tercera generación, mientras que están los japoneses que no pierden su lengua nunca, pues poseen una infraestructura educativa que les permite mantenerla de manera eficiente. están los libaneses católicos, que se integraron rápidamente a la cultura colombiana por su afinidad religiosa con la cultura dominante, y están los palestinos musulmanes cuya integración social y lingüística ha sido más tortuosa. el caso de la lengua de señas colombiana es aún más interesante y merece mención especial. la lengua de señas colombiana –lsc en adelantees la lengua que habla la comunidad con limitaciones auditivas, desde los sordos profundos, hasta los hipoacústicos. esta comunidad presenta características muy especiales; en primer lugar, no es una comunidad muy numerosa, dado que la discapacidad auditiva no es muy común, y además no están localizados en un mismo lugar, así que la comunicación entre sus miembros se torna compleja en algunos casos. las características sociodemográficas de sus miembros pueden ser muy disímiles: hay limitados auditivos ricos, pobres y de clase media; negros, mestizos e indios; de padres con una alta formación académica y con padres con muy baja formación académica; con residencia rural y con residencia metropolitana, etc. además, es una comunidad diferente de las demás en cuanto que, muchas veces, los padres no son miembros de ésta debido a que no tienen la misma discapacidad de sus hijos. todas estas características hacen complejo el trabajo con esta comunidad. néstor alejandro pardo garcía 16 hay otro gran grupo de colombianos que vive en nuestro país y son bilingües: los profesores de idiomas y egresados de los colegios bilingües. en su gran mayoría los colegios bilingües lo son en español e inglés. esto se debe a que se tiene la creencia, justificada en algunos casos, de que quien habla inglés tiene un futuro laboral más promisorio. existen otros colegios bilingües en los que las y los jóvenes salen como hablantes competentes de francés, alemán o italiano. si multiplicamos el numero de egresados por colegio bilingüe, por el número de años que lleva el colegio desde su primera promoción tendremos que las personas bilingües español-inglés en colombia es considerable, esto teniendo en cuenta solamente aquellos que alcanzan niveles de proficiencia muy altos. a esta población habría que añadirle el grupo de personas que viajan a países angloparlantes y que, como resultado de ello, hablan con fluidez inglés, se sabe que el negocio de los cursos de inglés en estados unidos e inglaterra es un negocio multimillonario, lo que querría decir que la población de bilingües va en aumento. más adelante hablaremos de los colegios de educación bilingüe que funcionan para las comunidades indígenas. así que en colombia, como en el resto del mundo se habla un inglés internacional y sería pertinente empezar a hablar de un inglés colombiano. pero aquí no para la cosa, en el español de colombia se pueden encontrar varias zonas dialectales definidas que nos permiten hablar del nariñense –o pastuso-, del bogotano, del boyacense, del llanero, del costeño – de la costa atlánticadel valluno, del paisa, del opita, del tolimense, del santandereano, etc. esto quiere decir que los colombianos tenemos relaciones con otras lenguas y con diversos dialectos de la misma lengua (español colombiano). de otro lado, tenemos lo que se suele llamar dialectos sociales, es decir, dialectos de un grupo o clase social. es evidente para cualquier habitante de la capital colombiana, que el bogotano del obrero de la construcción no es el mismo que el que habla el ministro o el cajero de banco. lo mismo sucede en todas las regiones. aunque para los teóricos el concepto de clase social presente dificultades en su definición, es innegable que la mayoría de los colombianos se pueden ubicar de manera poco problemática en una de las tres clases sociales tradicionales: alta, media y baja. del mismo modo son capaces de distinguir el habla particular de cada clase social, por lo menos cuando los individuos están hablando con miembros de su misma clase en condiciones cotidianas. diversidad lingüística y tolerancia en colombia 17 discriminación y lingüística la discriminación lingüística ha sido y es muy común en nuestro medio. aún hoy muchas personas no son concientes de la gran diversidad lingüística que posee nuestro país, simplemente porque eso no estaba –por lo menos no en todos los casosincluido en los contenidos curriculares de la materia “lenguaje” en los colegios y porque la diversidad (con todo lo que ella implica) no es un tema que se discuta dentro del marco del respeto al otro en el sistema educativo. ¿dónde y cómo podemos ver la discriminación lingüística? en primer lugar, la discriminación lingüística está asociada a un concepto más amplio que es el de imperialismo lingüístico. se entiende por imperialismo lingüístico a toda situación en la cual una lengua foránea se impone sobre las lenguas existentes. es decir que el imperialismo lingüístico es parte del imperialismo. en nuestro caso, históricamente la lengua imperial fue el español, traído por los invasores e impuesto a sangre y fuego en la mayoría de las comunidades de lo que hoy es colombia. si bien es cierto que no se puede saber con certeza cuántas lenguas se hablaban en colombia, se han hecho estimativos que ponen el número en alrededor de trescientos. con la llegada de los españoles se perdieron más de doscientas lenguas, en el conteo más optimista. el español se convirtió en nuestra lengua por imposición y las lenguas que sobrevivieron lo hicieron porque los pueblos que las hablan estaban ubicados, o fueron reubicados, en la periferia de las zonas productivas del país. se puede decir, sin temor a equivocarse, que el mapa de las lenguas indígenas en colombia es el mapa de la pobreza. aquí hay que aclarar algo que no siempre es evidente, cuando hablamos de lenguas no estamos hablando solamente de códigos abstractos, en este ensayo, como en la realidad, las lenguas son códigos usados por gente de carne y hueso que vive en una región determinada con unas condiciones específicas. así pues, las lenguas indígenas de nuestra nación desaparecieron porque sus hablantes fueron exterminados o porque fueron asimilados en el nivel más bajo posible de la sociedad, como fue el caso de los hablantes de muisca, que fueron asimilados como jornaleros, obreros no calificados, empleadas del servicio doméstico o en empleos similares. también desaparecieron las lenguas indígenas a través del mestizaje, pues en el caso de parejas con un hablante de español y un hablante de una lengua indígena, siempre prevaleció el español, en detrimento de la lengua indígena. esta situación no ha cambiado en absoluto. huelga decir que cuando se pierde una lengua no es únicamente el código lo que se pierde, sino que es una cultura, una cosmovisión, una tradición literaria, etc. cada vez que muere el último hablante de néstor alejandro pardo garcía 18 una lengua, muere con él la mayor parte de la cultura de ese grupo, es como si extermináramos a todos los hablantes de español y, de paso, quemáramos todos los libros escritos en esta lengua ¿qué nos quedaría? debemos tener en cuenta que los códigos como tales no generan actitudes o sentimientos homogéneos en la población. los idiomas no son bonitos o feos, románticos o bruscos, dulces o ásperos, lo que sucede es que no podemos desligar a los códigos, de las personas que los hablan, por tanto, nos es imposible pensar en el francés sin remitirnos a la idea que tenemos de los franceses, y así sucesivamente. el imperialismo lingüístico se sigue practicando hoy de muchas maneras, veamos algunas de ellas: español y lenguas indígenas en primer lugar, el español entra en contacto con las lenguas indígenas en las regiones en donde estas lenguas son usadas. a pesar de que la constitución dice que las lenguas indígenas son oficiales en las regiones en donde se hablan, esto se aplica solamente en el papel, pues para los indígenas colombianos es necesario hablar español para poder establecer contacto con los organismos gubernamentales en sus propias regiones. es más, los funcionarios –médicos, odontólogos, empleados de las alcaldías, gobernaciones, etc.se quejan con frecuencia del bajo nivel de español que hablan los indígenas en sus regiones y no se cuestionan, ni por un momento, el hecho de que ellos deberían por lo menos intentar aprender los idiomas de las regiones donde operan. los programas de enseñanza de lenguas indígenas para funcionarios estatales y privados son prácticamente inexistentes; de hecho los cursos de lenguas indígenas sólo se dan en algunas universidades. en el sistema educativo los hablantes de lenguas indígenas son discriminados de muchas maneras. en primer lugar, no hay un sistema que les permita aprender a los niños indígenas en la escuela el español como segunda lengua, lo que quiere decir, que los hablantes no nativos del español están sujetos a aprender con los mismos textos y métodos que los hablantes nativos de éste. lo que obviamente produce resultados deficientes en el proceso de aprendizaje, ya que no se atienden las necesidades de comprensión básicas de los niños. es como si a los hablantes nativos del español que viven en bogotá se les enviara a una escuela cuyos profesores fueran hablantes de tikuna y en donde todas las clases fueran dictadas en este idioma, ¿cómo diversidad lingüística y tolerancia en colombia 19 serían los resultados de ellos con respecto a los hablantes nativos de tikuna? en general, los programas de educación intercultural bilingüe son programas de transición en los cuales los alumnos pueden, en el mejor de los casos, alfabetizarse en español y en su lengua nativa. sin embargo, los conocimientos, tanto de la cultura dominante, como de su propia cultura generalmente son dados en español, pues no hay materiales para trabajar en las diversas lenguas colombianas. es decir, que no hay series de textos o guías de matemáticas, ciencias naturales, ecología, etc. en la lengua nativa de los estudiantes bilingües y, por consiguiente, el componente de lengua indígena se limita a los primeros grados de educación primaria, casi exclusivamente a cartillas de lecto-escritura. si bien las cartillas de lecto-escritura son fundamentales para el desarrollo de programas de educación intercultural bilingüe habría que pensar en desarrollar planes más ambiciosos. indiscutiblemente hay instituciones y personas que trabajan para lograr proveer materiales en las diversas áreas del conocimiento preparadas para las comunidades indígenas, pero estos procesos son lentos y resultan muy costosos, toda vez que aún hacen falta muchos hablantes nativos de estas lenguas que sean profesionales en educación en las diferentes áreas. además, hay que tener en cuenta que muchas de estas lenguas apenas cuentan con una descripción muy básica de su sistema gramatical, y para poder desarrollar material escrito en y sobre la lengua se necesita un conocimiento sistemático y sólido, es decir, se necesitan los resultados de investigaciones lingüísticas serias que se puedan aplicar tanto al área de lengua como a las demás áreas del conocimiento. si las lenguas no se pueden separar de las personas que las hablan debemos hablar del racismo/clasismo que persiste aún en nuestro país. si los indígenas siguen entrando a la sociedad dominante para ocupar los niveles socioeconómicos más bajos de ella, siempre van a ser discriminados, por lo tanto, se debe fomentar el ingreso y egreso exitoso de los miembros de comunidades indígenas a la educación superior. además, se deben poner en práctica políticas que propendan por el respeto de las comunidades ancestrales. esto se lograría con programas que hicieran evidente que debemos romper los estereotipos de indio que tenemos, para generar un respeto real al otro. la lengua de señas colombiana (lsc) por la misma naturaleza de la comunidad de hablantes de lsc hasta hace algunas décadas se consideraba en muchos ámbitos que el niño con discapacidad auditiva sufría algún tipo de atraso en su desarrollo néstor alejandro pardo garcía 20 cognitivo, lo que lo marginaba de la escuela. además, no existían programas especializados para los niños de esta comunidad, lo que desafortunadamente causó que muchos de los miembros de ésta no tuvieran acceso adecuado al sistema escolar, con todos los problemas sociales y personales que esto puede acarrear. asimismo, para muchos padres era angustioso que sus hijos no pudieran comunicarse, lo que los llevó a tratar unos sistemas de oralización que no siempre fueron exitosos. como si todo lo anterior fuera poco, la ignorancia reinante, aún en los departamentos de lingüística de las universidades del país, no ayudó en mucho. el estatus de lengua para la lsc no estaba, y no está aún, claro para muchas personas. muchas de estas personas conciben la lengua de señas como una forma de deletrear con las manos el español escrito, en cuyo caso no sería una lengua sino un sistema de “escritura” dependiente del español, algo así como el sistema braile de los limitados visuales. nada más lejos de la realidad, la lsc es una lengua que no depende de ninguna otra, posee su propia fonología, morfología, sintaxis, semántica y pragmática. tiene variaciones regionales y evoluciona. en este momento, cuando la comunidad de hablantes de lsc empieza a tener acceso sistemático a la educación superior con toda seguridad la lengua de señas va a modificarse y a enriquecerse con los tecnolectos propios de cada profesión y, del mismo modo, va a adquirir mayor visibilidad social. la situación se vislumbra mejor para la comunidad de hablantes de lsc. hay programas de apoyo para la inserción de los niños en el sistema educativo primario y medio, las universidades empiezan a asumir su responsabilidad con los hablantes de lsc. el insor y otras instituciones y asociaciones de limitados auditivos trabajan para sensibilizar a los hablantes del español acerca de la naturaleza de la lsc. ahora se necesitan lingüistas dedicados a la lsc, ojalá hablantes nativos de lsc, se necesita que miembros de la comunidad hablante de lsc ocupen puestos de poder en instituciones de todo tipo para que se dé un cambio de actitud ante la discapacidad auditiva, además del reforzamiento de las políticas estatales en este campo. dialectos de colombia dialecto es cualquier variación en la lengua que esté relacionado con el lugar dónde se habla. toda lengua con muchos hablantes tiene variaciones dialectales, en tanto que sus hablantes no pueden vivir en el mismo lugar. (cf. montes, 1982). como ya dijimos en el español colombiano hay muchos dialectos regionales, y muchos diversidad lingüística y tolerancia en colombia 21 microdialectos dentro de estos dialectos regionales. ahora bien, estos dialectos están lejos de ser juzgados de la misma manera socialmente. en colombia hay un dialecto que se considera como el español colombiano estándar. por razones históricas este dialecto es el español bogotano de clase media alta, pues es en esta franja donde se ha concentrado el poder y el prestigio desde los inicios mismos de la nación. podemos comprobar fácilmente cuáles son las características de esta variedad cuando vemos cómo hablan los y las presentadoras más importantes de los medios de comunicación nacionales. ahora bien, el tener un estándar no tendría mucho problema si no viniera acompañado de la discriminación de los otros dialectos, vistos como formas de hablar de gente poco educada o francamente estúpida. es así como para caracterizar a una persona tonta se le atribuye el dialecto pastuso, el dialecto boyacense o el costeño. para comprobar esto hace unos semestres hice un experimento con los alumnos de mi clase de sociolingüística de la universidad nacional. redactamos un texto acerca de un tema de economía que planteaba las ventajas y desventajas de cobrar impuestos a los terrenos baldíos. modificamos el texto base levemente para tener cuatro versiones ligeramente diferentes. revisamos las versiones y comprobamos que eran claras y estaban bien escritas. hicimos grabaciones de las cuatro versiones en cuatro dialectos: bogotano de clase media, paisa, costeño y pastuso. ya con las grabaciones nos dedicamos a hacer una encuesta muy sencilla; pusimos a diversas personas a escuchar los cuatro párrafos y a que nos dijeran cuál creían que era la propuesta más inteligente y más claramente expuesta. según los entrevistados la mejor propuesta era la bogotana, seguida de cerca de la paisa, después venía la costeña y la que recibió menos puntaje fue la pastusa. esto muestra claramente cómo los oyentes desprevenidos juzgan incluso el contenido de lo que escuchan más por como suena el hablante que lo emite, que por el contenido mismo. es necesario volver a un asunto que resulta de actualidad hoy en día: la relación entre humor y discriminación, tanto la social como la lingüística. se dice, creo que con razón, que los colombianos somos personas de muy buen humor y rápidas para hacer y comprender chistes de toda índole. se sabe, así mismo, que el humor es un recurso para hacer críticas políticas y para decir verdades que muchas veces no se pueden expresar en otros escenarios, de allí que no pocos humoristas han sido amenazados y hasta asesinados en nuestro país. lo que generalmente no se tiene en cuenta es que el humor de una comunidad, de una u otra manera refleja la posición ideológica de dicha comunidad. es decir, que hay algunas cosas de las cuales néstor alejandro pardo garcía 22 yo puedo hacer chistes y otras de las cuales los chistes no estarán bien recibidos. cuando un grupo hace chistes acerca de otro grupo de manera sistemática y alude a características negativas del mismo indiscutiblemente lo está discriminando. la excusa de que se trata solo de un chiste no es procedente. así pues, el chiste como acto de habla se constituye en una de las formas más claramente evidentes de discriminación social y lingüística. veamos, en grupos en los cuales se respeta a la comunidad afro-colombiana no se hacen chistes en donde se estereotipe al negro como un ser perezoso y falto de talento. sin embargo, en grupos racistas en colombia se tiende a decir algo como “yo no soy racista, es solo un chiste”. la verdad es que si no fuera racista, ni siquiera consideraría que un insulto a una comunidad es un chiste. el componente lingüístico es clave en la mayoría de chistes racistas en nuestro país. en cartagena cuando se va a hacer un chiste de alguien sucio o ignorante se empieza con “había una palenquerita…”. en el interior del país pasa algo parecido con los negros provenientes de las dos costas. hay chistes que hablan de los pastusos como tontos, de los tolimenses como lentos, etc. etc. ni que hablar de los indígenas, objeto de infinitos chistes desde siempre. lo mismo sucede con los dialectos sociales o sociolectos, los chistes abundan cuando se trata de gente pobre. en la mayoría de los casos quien cuenta el chiste debe imitar el acento de la persona para acentuar el efecto histriónico del chiste. huelga decir que son muy escasos los chistes en los que se caricaturiza a los bogotanos de clase media que hablan el español considerado el estándar colombiano. conclusiones existen diversos tipos de discriminación lingüística en colombia. algunos ni siquiera han sido considerados; por ejemplo, la no inclusión de algunas lenguas en el inventario de las lenguas colombianas es un caso de discriminación, en los inventarios lingüísticos del país raramente se incluye a la lengua de señas colombiana, para no hablar de otras lenguas como el árabe mencionado con anterioridad. el número de lenguas colombianas está lejos de ser claro. la discusión está abierta. ¿estamos condenados a ser discriminados o discriminadores por siempre? no necesariamente, la situación sí puede cambiar. lo primero es, nuevamente, hacer que en los medios y demás instancias de poder haya personas de todas las procedencias. esto entraría lentamente en la mente de los oyentes y los acostumbraría a escuchar a todo mundo de manera más o menos ecuánime. de otro lado, se necesitaría que diversidad lingüística y tolerancia en colombia 23 se establecieran políticas que propendan por el respeto de todos los colombianos y que involucren las instancias de mayor impacto social: los medios de comunicación, el sistema escolar en todos sus niveles, los organismos de control, etc. el camino hacia la justicia social y al respeto del otro pasa por lo lingüístico –aunque, obviamente, no se agota allí. el reto de construir una sociedad tolerante e incluyente no se puede lograr a través de un lenguaje irrespetuoso, estigmatizador y excluyente. los esfuerzos de los grupos discriminados por hacerse a una voz y por parar los actos de habla que denigran de ellos son loables y deben ser estimulados. no se trata de reducir la riqueza del lenguaje ni de ser menos graciosos, se trata de respetar y hablar con respeto. las caricaturas del lenguaje políticamente correcto son los últimos coletazos de una sociedad que siente como una pérdida el hecho de no poder burlarse de los que sufren algún tipo de discriminación. referencias ardila, o. 2004. lingüística aborigen colombiana. la problemática de las lenguas tucano. revista forma y función 17. departamento de lingüística. universidad nacional de colombia. . 1998. aspectos fonológicos de las lenguas tucano-orientales: una visión comparativa. revista forma y función 11. departamento de lingüística. universidad nacional de colombia. gonzález de pérez, m. & rodríguez de montes, m. (eds.) 2000. lenguas indígenas de colombia. una visión descriptiva. bogotá: instituto caro y cuervo. montes giraldo, j. 1982. dialectología general e hispanoamericana. bogotá: instituto caro y cuervo. néstor alejandro pardo garcía es profesor asistente universidad nacional de colombia. en el departamento de lingüística. además profesor catedrático en unica. m.a. linguistics. the university of texas en austin. licenciado universidad pedagógica nacional. correo electrónico: nalejo97@yahoo.com néstor alejandro pardo garcía 4 editorial carlo granados-beltrán* we are pleased to present this new issue of the education and learning research journal – gist. this edition covers three main topics: the impact of english in a content class, the knowledges and competences required for pre-service language teachers, and the pedagogical uses of technological devices to foster skills. our first contribution by maíz, from spain, describes how university lectures can take a different shape in terms of the type of questions posed when using english as a medium of instruction, instead of spanish. for bilingual contexts, this study is really useful at underlining how teachers and students’ use of questions varies depending on the language used for instruction. the second topic concerning the articles, initial teacher education, is a key element in the advancement of the countries, since teachers are the ones who help to cultivate new generations of subjects able to respond to the increasing demands of society, such as the development of informed citizenship, the adaptation to multilingual and multicultural societies, and the talent to take advantage of an ever-changing technological world. therefore, many professors in initial language education programmes are inquiring about the body of knowledge that might compose the education of pre-service teachers. arias-cepeda and rojas delve into linguistics as one of the foundational disciplines of foreign language teaching, but whose didactics has not been frequently explored. therefore, they share some partial results of a study aiming to re-interpret the role of this discipline in the curriculum of a bilingual education programme and the advantages it could offer to future english teachers. another concern in relation to teacher education is the way in which we can foster research competences. in this line of thought, camacho looks into french theory, specifically deleuze and guattari’s logic of sense and their notions of experimentation, in combination with inquiry-learning, to support research and argumentation skills to further the construction of teachers as transformative intellectuals. burgin and daniel also approach a common subject of interest for teacher educators, which is how to address multilingual and multicultural contexts, in this case, represented by indigenous no. 14 (january june 2017) no. 14 (january june 2017) 5 communities in ecuador. this study exemplifies the emergent interest in latin american countries in how to promote local practices in relation to foreign language teaching which better respond to contextual educational needs. becoming a transformative intellectual who inquires about ways to respond to local needs also implies being able to communicate research findings to local and international academic communities, action which is mostly done through academic writing. therefore, marulanda and martínez decided to take a multi-strategy integrated approach to strengthen this skill with a group of pre-service teachers. to close with this common thread of language teacher education, bautista shares a review of kumaravadivelu’s key work understanding language teaching. from method to postmethod, which has been paramount in encouraging new language pedagogies aiming to identify and respond to local needs, to foster the professionalization of language teaching – instead of its categorization as art and craft –; and to analyse how wider educational issues, such as political, economic and social phenomena impinge on language teaching. finally, two of the articles in this issue demonstrate how professors are trying to make the most of technological tools by combining them with a pedagogical basis. this is the case of devia and garcía who explored podcasting along with collaborative learning to promote oral skills in a group of tenth graders from a public school. also, celis, onatra and zubieta decided to use educational videos in combination with affective learning to help vocabulary learning in a group of fifth graders. it is our hope that this edition serves to encourage fellow members in the educational community to share results of their projects and to bring about new research that helps to strengthen our network and to contribute to the work being done in schools and universities. *carlo granados-beltrán holds an ma in british cultural studies and elt from the university of warwick and an ma in applied linguistics to tefl from universidad distrital. currently, he is doing a phd in education at universidad santo tomás. he is a teacher researcher at the ba in bilingual education at única. he has been teacher of the language department at universidad central, the ba programmes in spanish and languages and spanish and english at universidad pedagógica nacional and the ba in modern languages at universidad javeriana. also, he has been guest lecturer for the ma in language teaching at uptc. no. 14 (january june 2017) no. 14 (january june 2017) editorial josephine taylor* it is no longer necessary or novel to point out the increasingly pervasive role that technology plays in our lives, and by extension, in education and learning. as so many of our daily encounters and experiences are mediated through technology, and specifically online communication and information, these have come to define us. so swiftly have computer-mediated experiences come to characterize many, or for some, most of our interactions, operations and discussions, it has become quite difficult to describe this reality at any given moment. in fact, many of us no longer turn to print publications for information or trends, but rather are participants in the global online reality that unfolds and is simultaneously the subject of commentary and opinion as we experience it. print and even online academic publications struggle to keep up, and research on the subject of technology in particular is growing, but changes in online communication and information often outstrip the insights that are the subject of many research studies. such is the challenge for a publication such as gist when reviewing articles dealing with technology and learning. it is necessary for editors to participate in the continuing conversation on the subject so that we might have the criteria to judge the current state of debate and research. for example, it is necessary to push inquiry beyond certain well-treated themes. for example, scholarship that solely extols the benefits of technology for teaching and learning does little to provide insights into its use. obviously, technology is neither good nor bad; rather it is a given mediator of human relationships and activity, which like any tool, may be used in a wide variety of ways, with infinite purposes, good, bad, useful, or harmful. another perhaps insightful, but already well-treated topic in the literature is that of digital natives vs. immigrants, often used to explain why students’ lives are more mediated by technology than those of many teachers. this situation has led some or many teachers to be put in the uncomfortable position of knowing less than our students. however, the conclusions here are also clear and obvious. learning from students is a vital part of any teaching-learning relationship. as far as learning about and using technology, teachers have a responsibility as with any tool to explore the ways in which these tools might aid us in our desire to engage our learners in relevant experiences and in-depth encounters with content. 5 no. 9 (july december 2014) 6 what is needed in the scholarship on technology and language is inquiry into how phenomena such as multimodal discourse and digitally mediated interaction affect language and communication, teaching and learning. in general, educators would benefit from wellresearched questions dealing with key issues that emerge from within those experiences mediated by online or digital tools and resources; both of these in an effort to understand more deeply how technological and digital tools impact teaching, learning and communication. in this spirit, gist is quite pleased this semester to offer several such studies in the hopes that our journal may contribute to a deeper understanding of technology in our classrooms and our lives. this issue of the journal also offers a range of other studies from asia, africa and america, dealing with the teaching of specific language skills, namely speaking, as well as writing and literacy. it also offers studies that provide insights into the ever-challenging issue of engaging school-aged learners of english in contemporary issues such as the environment and problems of violence in our schools and neighborhoods. our issue this semester leads off with a study by palacios and chapetón of a program in a public school in bogotá that focused on the use of contemporary songs to raise students’ awareness of issues affecting their lives and to provide a vehicle through which to engage learners with the english language. results demonstrate that by connecting with students’ realities and interests, teachers can tackle the common refrain that “students are just not interested in english” in a positive way. liliana niño’s article on differentiated instruction provides insights into the procesos básicos program in bogotá, which offers literacy and english language instruction to internally displaced persons. this article also demonstrates the complexity of making instruction effective in circumstances of delayed or interrupted schooling while at the same time ensuring learners of their rights. mara salmona shares important research from a bilingual immersion school in bogotá that suggests that the use of and instruction in the first language with very young learners acts as an important support for learning the second language. gist is particularly proud to publish this study, and solicits the bilingual community in colombia to continue with relevant research into this topic. this study, as most research on this topic, points to the supportive role of the first language when learning a second language. these findings run counter to pervasive thinking on the topic in our context, which in many cases, has led most bilingual immersion schools to prohibit the use of the first language under the assumption that it interferes with or delays second language learning. no. 9 (july december 2014) no. 9 (july december 2014) 7 this issue also shares studies on processes of language learning and teaching, in both cases offering strong cases for researching learning processes from learners’ rather than solely teachers’ perspectives. the first in these articles is robert coté’s study of the process of peer review in a writing course. the study argues for the benefits of peer assessment and demonstrates that learners are both capable of providing pertinent feedback as well as considering and following their peers’ input. karbalaei and taji investigate the use of compensation strategies in students’ speaking. their findings are consistent with research on the topic that demonstrates that learners are active agents in their own construction of meaning, resorting to a range of communication, specifically compensation strategies when attempting interaction in a foreign language. the active role of learners as active agents in their own language use is given voice in carlos arias’ narrative case study of an individual from the island of san andres (colombia). the article outlines how the subject assumes an active and agentive role in constructing his linguistic identify through the conscious use of english, spanish and creole in daily, context-specific interaction. it is with great satisfaction that gist contributes to the discussion on technology and learning described earlier with the contributions of three articles dedicated to the subject. steve bode ekundayo provides a timely, well-documented, in-depth study of conventions of textese and e-mailese in nigerian english. his findings argue that the development of these new conventions are linguistic devices coherent with the evolution of language and communication, and do not pose a danger to the language in the form of “improper” usage. yuranny marcela romero discusses the role of online interaction in a blended english language learning environment, and roux, trejo and gonzález contribute further to this discussion in their study of students’ perceptions of support in a distance education course. both studies point to the importance of mentoring and support in the online environment. these findings urge teachers and researchers to devote attention to the ways in which said support might be more effective and sustained in order to benefit learners. further support for learners’ active engagement with media and content is provided by castillo and rojas’ action research study of blending content on environmental care in the english language class with school-aged children. findings are consistent with palacios and chapetón’s article that students can connect with language through attention to stimulating topics and linkages to events in their own lives. no. 9 (july december 2014) no. 9 (july december 2014) 8 this semester’s issue offers one reflection article, also dealing with the integration of technology and hands-on student-centered learning experiences in biliteracy centers for spanish and english speakers in the u.s. the centers proposed focus on the development of integrated projects focusing on language arts and other academic content areas. the projects are supported by literacy development and a wide range of digital tools. proposals such as this form an important basis for future research as to their effectiveness. finally, gist is pleased to provide a book review of a new local publication, teaching and learning another language strategically, by rigoberto castillo, also an author in this issue. aglaya weidner reviews the text and offers first-hand experience using it with learners in germany. with this review, our final issue this year gives voice to local and international scholars and researchers, and continues to foster connections and discussion through their efforts. we hope that our readers find the journal relevant and thought provoking at the same time, and we welcome all comments and contributions. editor *josephine taylor received her ba in english and french from emory university and her ms in the teaching of english as second language from georgia state university, both in atlanta, georgia. she has been a teacher of english language and linguistics for more than 25 years, as well as administrator, curriculum designer, and external reviewer of language education programs in the u.s. and colombia. she has also worked extensively in english language publishing, as author, course developer and editor. josephine is currently the editor of gist education and learning research journal and adjunct professor in the undergraduate and graduate bilingual teaching programs at the institución universitaria colombo americana, única. no. 9 (july december 2014) no. 9 (july december 2014) gist1-2007.indd 49 the dialectic of a global language murray rinsdale “for a man to speak one language rather than another is a ritual act, it is a statement about one’s personal status, to speak the same language as one’s neighbours expresses solidarity with those neighbours, to speak a different language from one’s neighbours expresses social distance or even hostility” edmund leach, an anthropologist, discussing political and cultural units in highland burma (in cohn, 2000, 40) abstract this essay attempts to answer some of the basic assumptions made about english as a global language. it is argued that such assumptions, especially those concerning political and economic power, are not sufficient in themselves to explain why english has acquired such global importance. rather, what has greatly contributed to the possibility for any language to become global has been a change in the nature of language itself, a change which made language more standardized and uniform than it had ever been before. also this relates to how this process of standardization led to changes in how text was produced, and as a result changes in how reading would take place. such changes pre-empted and made possible the later invention of the printing press. how language from then on became organized and stored meant that it would be easier to teach and learn, and as a consequence reproduced in a more standardized and uniform way. this essay, in turn, concludes by pointing out that because of this process of standardization, any language in the world can be a global one, not just english. however the case does not 50 end there. in what is a post-script to this essay, it is argued how political and economic class based factors rather than encouraging the spread of english in countries not of its origin, actually restrict it. hence this undermines the efficacy of any pedagogical method which has been greatly enhanced by the growing standarization and uniformity of languages in the modern world. resumen en este ensayo se pretende dar respuesta a algunas creencias relacionadas con el inglés visto como una lengua global. se argumenta que tales creencias, en particular las relacionadas con el poder económico y político, no son suficientes para dar cuenta del porqué el inglés ha adquirido tal importancia a nivel global. al contrario de lo que se cree, lo que realmente ha contribuido al hecho de que una lengua se vuelva global es el cambio en su naturaleza. un cambio que hizo que la lengua se volviera más estandarizada y uniforme de lo que antes pudo ser, también como este proceso de estandarización trajo cambios en la forma como los textos se producen, y como consecuencia, cambios en la forma en que se leen. dichos cambios fueron supeditados y dieron pie a la posterior invención de la imprenta. esto permitió que la lengua se volviera organizada y susceptible de que se conservaran registros de ésta, lo que a su vez facilitó su aprendizaje, enseñanza y la difusión en una forma más uniforme y estandarizada. así, en este ensayo se concluye que a causa del proceso de estandarización, cualquier lengua del planeta puede constituirse en global, no solamente el inglés. sin embargo, el argumento no se limita a esto. en una adición posterior a este ensayo, se debate cómo los factores de tipo político y económico, antes que fomentar la difusión del inglés en países donde éste no es una lengua madre, en realidad la restringen, restando así eficacia a cualquier método pedagógico que haya sido impulsado por la creciente estandarización y uniformidad de las lenguas del mundo moderno. key words: standardization, uniformity, global language, power, linguisticimperialism, spaces between words, scriptura continua. palabras clave: estandarización, uniformidad, lengua global, poder, imperialismo lingüístico, espacios entre palabras, scriptura continua. rephrasing a question is often a good way to pursue a problem which no longer bears fruit. such would be the case concerning the question, “why is english the contemporary global language?” this question has arguably grown stale on account of the omnipresence of the united states and the familiar history of the past british empire. in other words, the answer to the question has become one which tends to state the obvious. according to crystal (2000,7-8), the reason english is today’s international language lies in the fact that, “a language becomes an international language for one chief reason; the political power of its people-especially their military power”. he argues that this has been the case throughout history. greek, latin, arabic, and of course eventually english, all acquired their global scale on account of their speakers´military successes and consequent domination. he the dialectic of a global language 51 adds though that military strength in itself is insufficient. there must also be economic power to maintain and drive it forward. this is more relevant in the 20th century due to the influential role of new communication technologies which have made language more accessible and widespread than before. such an answer though, besides appealing to those who may in turn feel justified “resisting” the domination of this “global language” does tend to sound a slight bit tautological, especially in a world dominated by one superpower which happens to speak english. the answer to the question then is simply reduced to that of “power.” power” is an explanation which threatens to ontologize the problem concerning the existence of a global language. ontologies tend to be persuasive because they make the past and the present appear to be the same. in other words, there is nothing historically specific or unique concerning the nature of a global language. it is assumed instead that as any “power” expands, so will the language spoken by that “power”. power attracts or repels subjects from itself; hence the more power a language acquires, the more it attracts; and the more it repels, the weaker the alternatives become. furthermore, there is also the presumption that there has been no change in the language itself, the qualities of its being. the latin of antiquity could well be the global language of today, if there had been sufficient power to make it so. the point here is that “power” fails to answer the question satisfactorily. it is related, but in itself is insufficient and does not problematize sufficiently its case. the second and related cause, economic power, and the consequences of new communication technologies, also seems to fail to provide a satisfactory answer. here the answer tends to gain force by resorting to the fetish of technological determinism. the printing press, radio, tv, computers, the internet and how they provide a vehicle for the expansion of english. this, of course, means having to take into account the greater productivity required to fill these media and spread them globally. it is otherwise referred to as mass production for mass consumption. here one may insert the marxist term, the “commodification” of language. this side of the answer is much more relevant because it allows one to consider the historical specificity of there being a global language, unlike any before in history. however it does tend to reduce the answer to that of “quantity”. in very much the same way as does the answer of political power. it is all a matter of how much power is necessary, and how much language can be produced, for a language to become “global.” murray rinsdale 52 more important though is how the combination of the idea of “political” and “economic” power as being the answer to why english is the global language has turned out to be a most robust and convincing one. one way in which it convinces is by how it fosters a strain of pedagogy which has grown sensitive to the variety of “learning cultures” in which english is being disseminated. this is a case of pedagogy responding to the needs of its learners in such a way that the political and economic power of the language will not burden, interfere or damage their education of it. rather it will help preserve their “culture”. for example it is seen in mckay (in lotherington) when discussing the “communicative approach to language teaching” tackles its assumed superiority. it is argued that clt carries with it “cultural assumptions that may not fit well in certain countries.” moreover in the book’s conclusion, the author “appeals for cultural sensitivity in the teaching of english as an international language,” stressing that pedagogical particularization is needed to effect culturally reflective teaching and learning.” similar to this is the strong criticism of the book, “world english: a study of its development (brutt-griffler). the review (young hee park, 2004, 87-9) rejects the author’s claim that world english cannot be attributed to linguistic imperialism, as it in turn fostered a consequent anti-colonial struggle against it. instead the reviewer claims, “we cannot deny that it was political imperialism which gave impetus to (english)” and the author goes on to assert that “the current native speaker dominance of world english would seem to be based more on political force than anything else”,(89). the point here is how a conscious kind of cultural sensitivity finds a great deal of its justification by drawing on the thesis that the spread of the english language has been contingent on the power behind it. hence there exists a certain feeling of ethical responsibility when teaching it so as to lessen the greater imposition of the language upon those studying it. in other words in trying to subvert that power, new pedagogies have been created to teach it showing, therefore, how the thesis of power convinces and asserts itself as a justification for the inquiry into and production of new teaching methodologies by creating an illusion of their ability to liberate the subject from that power. clearly the acceptance of the thesis of power has resulted in a more tolerant and appealing form of pedagogy which tries to reduce the force of the entrance of english into other cultures. this, of course, reflects the growing consciousness of what is referred to as “cultural imperialism” and attempts made to counter it. however as appealing as the power thesis may be for those on either side of its equation, this the dialectic of a global language 53 essay will argue that any such thesis is not sufficient in itself. another contingency exists, the absence of which would severely restrict, if not make impossible, the possibility for english to exist as a global language. moreover, and on account of this contingency, it may well be that the “culturally sensitive” pedagogues are not that sensitive at all. the question therefore is not why english is the global language, but more provocatively, why any language can be a global language? or more to the point: what characterizes a global language in such a way that it deprives the thesis of power of its ontological force and in instead poses the possibility of a global language as requiring a quality not shared amongst those that have been presumed to be global in the past. and precisely because this is a characteristic or is becoming a characteristic of languages, one may say that languages which acquire it are by definition “global”. to make this point one does not have to resort to giving examples of languages on a global scale. after all, what does global mean? it is merely a spatial metaphor. if any language can exist at a sub-continental level, or be spoken by more than a billion people, then obviously it also is “global.” the question is not so much one concerning either space or quantity, but rather the quality of the language itself. let a question illustrate this point. why has english in the united states not only become the language of its citizens, but more importantly, why has the language itself, amidst so much human and geographical diversity, and not to mention size, continued to be spoken more and more uniformly? why have true dialects of english not appeared? and more to the point, this has occurred amongst a population with a large and diverse immigrant base. the same may be said of english between the u.k, australia, india and south africa, but of course on a more complicated level. what they all share, is not so much an english root, say as romance languages share a latin root, but rather they have acquired greater uniformity over time. in other words time and distance have not produced diversity. instead uniformity has been the rule. but this is not a condition one can assume to be natural. in contrast to this one may take a note from the observation made by diakonoff (1999, 319) towards arabic. he points out that the vernacular languages of the arabs of the maghrib, egypt, sudan, syria etc are nearly as different from each other as rumanian, italian and spanish are from each other. only the educated arab is taught classical arabic at school. consequently the arabic language does not provide a true source of identity on which to forge a sense murray rinsdale 54 of arab nationalism. despite the fact that arabic does not lack sources of either political or economic power. another case to consider is the language of the boers, afrikaans, a variant of dutch or as what iliffe (1995, 180) refers to as,”a congeries of local dialects spoken by poor afrikaans (boers) and colored people”. the boers, just like the arabs, had political and economic power over their domain, but the dutch component of their language, varied sufficiently enough for afrikaans to be understood as its own language. this has not happened in the english speaking world. the tendency towards the uniformity of language is obviously not isolated to english. a more explicit example is that of indonesia. in 1950, just after independence, almost no indonesian spoke what is today the national language, bahasa indonesia, as his or her mother tongue. almost everyone had their own ethnic language. 30 years later there were perhaps millions of young indonesians from dozens of ethnolinguistic backgrounds who spoke bahasa as their mother tongue (anderson, 1991, 134). hence it is important to note the speed of how a new, almost invented language, came to be spoken uniformly amongst such diverse origins in such a short length of time. in this respect it is important to note an observation made by daniel boorstein (in deas,1993, 27-8) in respect to education in the early united states, “the first settlers of new england, belonging to an educated middle class, champions of the common school, had much to do with giving uniformity in the first place.” then quoting noah webster, the same point is reinforced, “nothing except the establishment of schools and some uniformity in the use of books can finish with differences in speech and preserve the purity of the language of the united states”. it is not surprising then that webster went about the work of preparing a dictionary for his nation. similar excursions in the pursuance of preserving the uniformity of one’s language were also underway in colombia in the late 19th century. it was formally recognized by the assembly of cundinamarca that the dictionary compiled by rufino cuervo was of “high scientific value” and that it was necessary to procure 50 copies of it (43).the objective of cuervo’s dictionary was described in his “apuntaciones criticas sobre el lenguage bogotano.” it stated that, “cuando varios pueblos gozan del beneficio de un idioma comun, propender a la uniformidad de este es avigorar sus simpatias y relaciones, hacerlos uno solo...que tienden a conservar la pureza de su idioma, destruyendo las barreras que las diferencias dialecticas crean” (38). miguel antonio caro believed that such a dictionary was absolutely necessary and the dialectic of a global language 55 would contrast radically with “the false principles which dominated in the 18th century, when it was believed that language was a capricious thing” and as such impossible to conceive of anything like the dictionary compiled by cuervo (44). for the above reasons no doubt, and for many others did c.a. bayly (2004, 17-8) in his “the birth of the modern world” draw the conclusion that by 1900, “…human languages were also coming to resemble each other.” according to bayly, western administrators, missionaries, educators, and even indigenous statesmen wanted the being of their languages reduced to easy transparent rules. some in fact preferred to conform to those of the english language, as would be the case for hindi and urdu in india. this meant that “political speech and sermon took on common forms from philadelphia and rome to kyoto and fiji”. it is hardly a coincidence then that the first translation of the quran from arabic into urdu took place in the 1840s (358). nor is it a coincidence that afrikaans was developed as a written language only after 1875 by nationalist intellectuals (iliffe, 1995,180). this tendency towards uniformity was also observed by michel foucault. he mentions (1973, 296) how from the 19th century onwards, language acquired the quality of being an ‘object,’ something which could be studied, seen to have laws of its own, an object which one could gain knowledge of. this is quite distinct to how it had been perceived in the 18th century, as caro also had the wit to note. what foucault’s observation tells us is that the perception of language as an object meant that it could now be manipulated, controlled, organized, standardized and made to measure in structure. without a doubt the conscious effort in modern history to make languages uniform and standardized is what sets them apart from languages in the past. and this is why a “global language” can only exist in modernity but could not in antiquity. here then is found the characteristic which prevents the thesis of power from ontologizing the concept of global language, and in turn problematizes it further. what can be noted here is how the intention to make language uniform did not stem from any concern related to either political or economic power. the possibility to conceive of language as being uniform was strictly an unintentional consequence stemming from a concern of medieval scholars to access and preserve the supposed intellectual heritage of the ancient western world. hence to describe this process will further offset the tendency to embrace the dominant thesis concerning the nature of global language. murray rinsdale 56 this process can be best illustrated by focusing on the nature of printed texts and reading in antiquity and how that contrasts with printed texts and reading at the end of the middle ages. today it is taken for granted that things like punctuation, capital letters, paragraphs, sentences, and if not these, then at least spaces between words, if not the word itself have always existed. as the work of paul saenger proves, this is precisely not the case. latin, which some may like to refer to as the first global language, existed in its written form in a way which bears no similarity to that of the present. above all reading was an oral experience, not a visual one. words were read out loud, not in silence. in fact according to saenger (1997, 11) “oralization of the text was savored aesthetically by the ancients.” as a consequence texts were written in ‘scriptura continua.’ that basically means that there were no spaces between words, no punctuation and or any other signs related to reading a text visually. moreover readers of antiquity “did not possess the desire to make reading easier and swifter.” there was no sense of cross-referencing or retrieving information quickly for reference or consultation. arguably such devices were unnecessary considering that “reading habits were focused on a limited and intensely scrutinized canon of literature” (11). unlike reading and writing in the modern age, which is done by individuals in silence, these actions were instead delegated to intellectually skilled slaves, of whom there was an abundance, to act as readers and scribes for the civilization of antiquity. as a result gaining access to the meaning of the unseparated word was a real chore. it was however offset by the ability of some to acquire the long term memory of texts frequently read out aloud, very much the same way as the quran is memorized word for word and chanted by young students of islam. finally, saenger points out how literacy was the domain of a restricted elite, to whom the notion of any form of mass literacy was entirely foreign (11). oddly enough it was the efforts of scholars of the early middle ages who wanted to save and access the lost wisdom of the ancients, which led to the process of creating a system of reference and order which in turn would provide the means to both imagine and construct uniformity of language. the desire to open up the lost knowledge of the past meant that it first had to be organized. ancient texts existed as just undifferentiated masses of paper: chapters, titles, folios, and the idea of quotes all had to be invented in an effort to make an inventory, so to speak, of the works of antiquity, including sacred texts such as the bible and the quran. in the case of the quran one may note that it is not organized according to any idea of narrative, subject, nor even the chronological order in which it may be supposed that the the dialectic of a global language 57 prophet muhammed received and copied the words of allah. instead the “suras” or “chapters” when organized into the form of a book, the quran, were done so in diminishing order of length (rodinson, 2002, 82). however it was not just works of antiquity that were compiled in such apparent disorder. consider for example the 13th century work, the travels of marco polo. it was a manuscript written in a french-italian dialect that was difficult to translate and did not exist in the form of a definitive text. instead there were over 100 different manuscripts in circulation (bergreen, 2004, 80). thus the task of putting such texts in order and distinguishing one from the other led the scholars of the age to invent things we today take for granted when reading. on the way they replaced the clumsy roman numerals with arabic numerals. finally, and after generations of work the scholars finally invented that first principle of rapid reference and consultation of printed texts; alphabetization. this allowed them to produce actual “guides” to the mass of literature they need to access. this of course led to the system of the “index.” indexes, alphabetization, chapters, arabic numerals were all things absent in antiquity, and thus were precisely the decisive, and necessary contributions which would revolutionize both writing and reading (crosby, 1998, 60-1). the most important of all contributions though, was the gradual yet final replacing of the scriptura continua with that of a text in which words were separated by space. this in turn was complemented by the need to further differentiate one word from another, leading to the creation of the ‘sentence,’ punctuation and capital letters; the visual paraphernalia which graces the page of any present day book. this was a breakthrough of most profound importance, as it meant texts could now be read in silence with the eyes alone. more importantly though, as saenger makes clear, unlike in the past, “even readers of modest intellectual capacity could read more swiftly, and they could understand an increasing number of inherently more difficult texts (13). simply stated, reading comprehension was revolutionized as more people could now, independently read. the combination of all this also led to the transformation of latin itself, which was basically simplified. a concept as basic as that of the ‘word’ came into being for the first time. this led to a further refining and standardizing of the language. the recognition of nouns, adjectives, regulating syntax transformed latin into an ‘analytical language’ in which the goal of writing and reading unambiguosly had become paramount (saenger, 1997, 253-54). this however was an unconcluded process until murray rinsdale 58 around 1300 a.d. one could ask then if the problem of stopping the breakdown of latin into diverse dialects and finally into the vernacular forms of the romance languages lay not in it being contingent upon the imposition of latin itself, but on the absence of the means with which to do it. thus, by the late medieval period, the concept of language had undergone a change which now allowed for the possibility of imagining a standard, uniform language. this of course became a reality when taken to its logical-mechanical conclusion in the invention of the printing press. thus the printing press did not represent any sudden irruption in thinking, or any kind of technological imposition. it was simply the culmination of a growing tendency, a culmination through which the book was transformed into a commodity as it became an object of mass production (anderson, 1991, 34). the acceptance of the norm which led to the growing standardization of written language existed prior to that of its being manufactured as a commodity. it would be precisely this growing tendency towards the standardization and uniformity of language, infinitely facilitated by the printing press, which would affect the nature of languages in countries like india once they became colonized by europe. for what had come into existence was the possibility to conceive not only of standardized languages, but also that of a global language. strangely enough one finds some evidence of this when discussed in the negative by descartes. upon having received a publication “boasting a system of six propositions for a universal language” descartes began to discredit it. he argues that the author would be unable to avoid the problem of how sounds of an alien language are “unpleasant and intolerable to the ear … for what is easy and pleasant in our language is coarse and intolerable to germans, and so on.” however he mentions this in the context of a criticism against “making (the author’s) grammar universal among nations.” although he believes that learning such a language would be “too burdensome,” it could prevail as a means of communication “through writing.” when he describes this possibility he imagines a “big dictionary printed of all the languages in which (one) wanted to be understood and put for each word a symbol corresponding to the meaning …. then those who had the dictionary and knew (the author’s) grammar could translate what was written in their own language by looking up each symbol in turn.” the problem he sees though is that “nobody who had anything better to do would take the trouble to look up all those words in a dictionary” (in derrida, 1976, 76-7). the point here the dialectic of a global language 59 though is how descartes conceives of this possible global language. it is conceived upon a combination of elements based upon the standardization and uniformity of a language, which in turn facilitates rapid reference to the unambiguous meaning of another language so it may be understood at least in its written form. the key factors he mentions being a “universal grammar,” a plural-lingual dictionary, and standardized symbols giving the meaning of each word in it. despite the fact that he believed people would not be motivated enough to employ such means to learn a “universal language” does not mean that such a concept would otherwise be worthless. for as surprising as it may seem, it was precisely the use of such means which would not lead as much to the globalization of any one language such as english, as it would for the possible globalization of all vernaculars. this would be the case for hindi in india. what it meant to introduce into india the concept and means with which to give a vernacular form by standardizing and making it uniform is well illustrated in the accounts of john gilchrist. gilchrist was responsible for recognizing the virtues of hindi as a vernacular. hence he went about compiling a hindustani dictionary and grammar. no such dictionary existed prior to his work, so he had to extract from his pundits ‘viva voce’ every known word in their langauge. working with the hindu scholars he was confronted with a most confusing and complicated corpus of language that he had to avoid using theirs and employ that of johnson’s english dictionary. words his ‘pundits’ offered tended also to be the most esoteric and far-fetched rather than “the most easy, familiar and common words”. furthermore he had to insist that there had to be a written grammar. in turn his pundits asked him what must have been a most surprising yet illuminating question in terms of distinguishing between how either one perceived language. the question was the curious one of “if it was ever yet known in any country that men had to consult vocabularies and rudiments of their own vernacular speech”. gilchrist interpreted this as being the failure of his associates to take seriously their own vernacular speech (in cohn, 1997, 35). this essay would argue that it was rather the absence of any concept related towards the organization and standardization of language as was apparent among the literate of antiquity. gilchrest and his pundits were thus separated by a conceptual abyss. instead the conclusion drawn by gilchrest was that they were trying to hide the truth from him. by 1800 though gilchrest was employing a staff of indian scholars in a host of literary and pedagogical activities directed toward making murray rinsdale 60 available to british students at the college of fort william a corpus of works form which they could read, write and speak hindustani (38). such scholarly effort is reminiscent of that made by those in the middle ages, except gilchrist had at hand the tools with which to make his task much easier and quicker, tools his medieval counterparts lacked, tools including how the british established their educational institutions. before the institutionalization of language learning, british officers would learn indian languages individually with their own pundits, just the same as education was conducted anywhere in india by indians. education was a more private, isolated and diverse experience sharing none of the standardizing norms which the british were to introduce. institutionalization then would include the partitioning off of rooms, the demarcation between students and teachers, classes and the entire teaching staff, and the need for exams, prizes, certificates that attested to the student’s command of a specifiable body of knowledge. bernand cohn in his essay “the command of language and the language of command” perceived this as a “british metalogic of regularity and uniformity…that could not help but participate in the erosion and transformation of…hindu and muslim learning” (48). this did not mean however that the indians themselves were unable to adapt to this new system and exploit it to their own ends. they did, and thus became active participants in the transformation of their own traditions and ways of thinking (56). evidence of this was the success of ‘a dictionary in hindee and english compiled from approved authorities” in 1846 by an englishman. it was sold and distributed all over india. most importantly it marked out hindi as a formal and independent language in its own right (bayly, 1999, 296). this conclusively proved descartes wrong, precisely because the process described above made hindi easier to learn, not more burdensome. at this stage the entire thesis concerning the role of both political and economic power in the dissemination of english as the global language is put into further doubt. by having rephrased the initial question to being, why can any language be the global one, the emphasis shifted away from plotting the rise of english towards plotting how other languages were able to expand on a comparable scale of both time and space. emphasis was put not on identifying the source of power, but rather on how a language could acquire the characteristics and means which would allow it to expand its frontiers. those are the concepts of standardization and uniformity of language and the acquiring and use of the means to put them into practice; recognition of grammars, organization of texts, the need to make texts ‘visual’ and pliable as sources of quick reference and consultation, dictionaries, text books and the ability to accumulate a corpus of any language. the dialectic of a global language 61 hence one must point to the unintended irony of bernard cohn’s essay. the argument of his essay is that the production of grammars, dictionaries, treatises, class books and translations about and from the languages of india created a discourse and had the effect of converting indian forms of knowing into european objects. he argues this is all an attempt to represent indian languages in european terms so that the british could acquire them and use them as tools to rule their colony (cohn,1997, 21). his is the classic thesis of power in the form of linguistic-imperialism. the irony is that, in the process, a national vernacular was constructed which was able to compete with english, and thus give india one of its own universal indigenous languages. in conclusion, what this essay contests to how the thesis of linguisticimperialism, as perceived by crystal, eludes the more subtle, yet profound manner in which “power” is able to affect, if not transform language. the point, as cohn really makes clear, is not the fact that one is speaking a language which is not one’s vernacular, but rather how the nature of one’s vernacular had to change so one could learn to speak and write it. furthermore in a world which is becoming ever less diverse in the variety of languages spoken, the only way to preserve them is by transforming their very nature. the preservation of pintupi amongst aboriginals in remote western australia, whose society and culture has forever been a non-literate one, has been achieved through precisely the same means as hindi was. pintupi has been turned into a standardised and printed text, its vocabulary organized into a dictionary which in turn allows for what were once pintupi oral folk-tales to be reproduced either mechanically or electronically and to be translated into english. in turn these means were employed to introduce pintupi students to written texts in what was assumed to be a “culturally sensitive” pedagogical method. once having learned to read and write in “their own language,” they could easily learn that of english. or conversely anyone can now learn their language with better facility. the point here is that there is no way to escape the fact that such an act is nothing short of linguistic-imperialism in terms of how it absolutely transforms the nature of not only their own but any vernacular under the direction and supervision of a greater, complicit power. it is ironic then that those who suppose they are the most “culturally sensitive” are in fact the most complicit in affecting cultural change on such a significant scale. the fact though, as foucault made clear more than two decades ago, is that power, far from being repressive and restrictive, can only be power in terms of how it liberates and produces. hence one’s attention should be drawn to the acute insight murray rinsdale 62 made by benedict anderson (1991, 134) when discussing whether or not “imperial languages,” such as english, should be considered the national languages of newly independent nations. he remarks that, “language is not an instrument of exclusion: in principle anyone can learn any language. on the contrary, it is fundamentally inclusive…” it is decisively important then to invest languages with the processes of standardization and uniformity so that they may be empowered by becoming easier to learn, and thus offer the possibility for any language to be a global one. it is such optimism and faith which stimulates interest into the research for, and application of, the most efficacious pedagogical method. however there is room for doubt when one begins to recognize how political and economic factors, rather than helping in the spreading of a “global” language, may very well work against it. if then any language can be a global one, and agreeing with anderson that languages are fundamentally inclusive according to the principle that anyone can learn any language, what is it really that sets english apart from other languages on an international scale? the answer to that question lies in the fact that the use of english, rather than fostering some kind of linguistic-imperialism as is too often assumed, in fact aims at achieving precisely the opposite. in many countries, including india, the value of english lies in how it has become an instrument of social exclusion. according to pavan k. varma (1998, 61), “the ability to speak english with the right accent and fluency and pronunciation was the touchstone for entry into the charmed circle of the ruling elite.” moreover as this “elite”, those belonging to india’s upper middle class find themselves engaging ever more frequently in a “globalized economy” in which english has become “the single most important yardstick of a person’s eligibility for negotiating the opportunity structure that can be availed of in a modern economy” (varma,1998, 63). this is not surprising when one understands that such limited access to english is precisely what contributes most to its importance, as those who can speak it find their opportunities being enhanced by their “scarcity value.” what is argued here is how upper class indians, which literally inherited this language, conspired against it from ever becoming more accessible to those who never inherited it. according to varma (62) the tragedy was that despite the flourishing of english-medium schools, “a real opportunity to give english its appropriate role as the most easily accessible foreign language in the overall structure of the educational curriculum was lost.” hence, despite the fact that india was a british colony for over 100 years, and its greatest statesmen spoke english as their mother the dialectic of a global language 63 tongue, and it has the recognition of being an extremely important language to know, only 3 percent of the population has even a basic understanding of it (tully, 1992, 8). at this stage the notion of english as a global language is put into doubt. precisely because the ruling class employs it for their own selfbenefit, they choose to preserve it as an “instrument of exclusion.” the same may be said of the use of greek and latin throughout the ancient world, as according to ste. croix (1981, 16) “those who did not speak greek or latin would certainly have little or no part in graeco-roman civilization.” thus despite the fact that in the past 150 years languages have acquired standardized and uniform norms, and thus have become both easy to teach and learn, there remains a political-economic barrier which works against those norms from achieving the goal which in principle they would otherwise be able to achieve. english is just one example of many, but it is a critical one as its position as “the” global language cultivates in the popular imagination the belief that it is a language accessible to all and sundry, which in fact it is not. until the political-economic barrier is overcome then, the efficacy of any pedagogical method will remain in perpetual doubt simply because for what may appear to be a “global language”, may just instead be a language for the “global elite.” references anderson,b. 1995 imagined communities reflections on the origin and spread of nationalism, verso, london. bayly, c.a. 2004. the birth of the modern world, 1780-1914: global connections and comparisons. malden: blackwell publishing. bayly, c. 1997. information and empire: political intelligence and social communication in north india, 1780-1880, cambridge university press. bergreen, l. 2003. over the edge of the world: magellan’s terrifying circumnavigation of the globe. new york: morrow. cohn, b. s. and chakrabarty, d. 2006 the bernard cohn omnibus: an anthropologist among the historians and other essays, colonialism and its forms of knowledge, india: the social anthropology of a civilization, oxford university press, usa. crosby a. 2000. la medida de la realidad barcelona: editorial critica. crystal, d. 1998. english as a global language. new york: cambridge university press. murray rinsdale 64 deas, m. 1993 . del poder y la gramática. tercer mundo editores. bogota, col. derrida, j. 1976. of grammatology. baltimore: johns hopkins university press. diakonoff, i. 1999. m.the paths of history, cup, cambridge, u.k. foucault, m. 1973. the order of things, randon house inc, new york. iliffe, j. a. 1995. the history of a continent, cup, cambridge, great britain. rodinson, m. m. 2002. the new press, new york. saenger, p. 1997. space between words. stanford. university press, usa. g.e.m. de ste croix. 1981. class struggle in the ancient greek world company limited, london. tully, m. 1991. no full stops in india, penguin books ltd, new delhi. varma, p.k. 1998. the great indian middle class. penguin books ltd, new delhi. murray rinsdale works as a professor of indian culture at única and as an english teacher at the centro colombo americano. correo electrónico: khmerexpress2001@yahoo.com the dialectic of a global language 12 understanding the interconnectedness between language choices, cultural identity construction and school practices in the life of a latina educator1 sandra patricia mercuri2* university of texas at brownsville, usa abstract this qualitative research looks at the effects that language choices and cultural practices have on identity development in the education of minority students in the united states. it examines the educational journey of irma, a latina educator. through the analysis of interviews with the participant, this paper intends to show the effects of language ideologies on her cultural identity and literacy development. the interviews with this latina educator exemplify how language, cultural identity, and loss change one’s life. they also exemplify the constant struggle of many minority educators working with second language learners of english who have lost and later regained their heritage language and now understand the importance of defining and strengthening their inherent cultural identity. in re-establishing her personal and professional identity, irma contributes to the process of breaking the vicious cycle of cultural deprivation and reproduction of the social structure that has put speakers of a language other than english at a disadvantage in life and in society. in adulthood, irma continues to re-construct her cultural identity, re-define her bilingual position in society, and re-gain her sense of self. keywords: language choice, language ideology, language loss, cultural identity, latino education. resumen este estudio cualitativo se centra en los efectos que causan la elección del idioma y las prácticas culturales en el desarrollo de la identidad en la educación 1 received: august 28th, 2011 / accepted: february 23rd, 2012 2 email: sandra.mercuri@utb.edu gist education and learning research journal. issn 1692-5777. no. 6, november 2012. pp. 12-43 mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 13 de los estudiantes pertenecientes a las minorías en los estados unidos. este artículo pretende mostrar los efectos de las ideologías lingüísticas sobre su identidad cultural y el desarrollo de sus habilidades lectoescritoras por medio del análisis de las entrevistas realizadas a una educadora latina, las cuales ejemplifican como la pérdida del idioma y la identidad cultural cambian la vida de una persona. además, se evidencia la constante lucha de muchos educadores de grupos minoritarios de estudiantes de ingles como lengua extranjera que han perdido su lengua materna y con el tiempo la han recuperado y ahora son consientes de la importancia de definir y fortalecer su propia identidad cultural. la experiencia de esta educadora latina contribuye a romper el círculo vicioso de privación cultural y la propagación de la estructura social que ha puesto a los hablantes de una lengua distinta al inglés en una situación de desventaja en la vida y en la sociedad. en la edad adulta, irma continúa reconstruyendo su identidad cultural y redefiniendo su rol en el entorno bilingüe al que pertenece con el propósito de recobrar su sentido de identidad. palabras claves: elección de un idioma, ideologías lingüísticas, pérdida del idioma, identidad cultural, educación latina resumo este estudo qualitativo centra-se nos efeitos que causam a escolha do idioma e as práticas culturais no desenvolvimento da identidade na educação dos estudantes pertencentes às minorias nos estados unidos. este artigo pretende mostrar os efeitos das ideologias linguísticas sobre a sua identidade cultural e o desenvolvimento das suas habilidades de leitura-escritura por meio da análise das entrevistas realizadas a uma educadora latina, as quais exemplificam como a perda do idioma e a identidade cultural mudam a vida de uma pessoa. além do mais, evidencia-se a constante luta de muitos educadores de grupos minoritários de estudantes de inglês como língua estrangeira que perderam sua língua materna e com o tempo recuperaram e agora são conscientes da importância de definir e fortalecer a sua própria identidade cultural. a experiência desta educadora latina contribui a romper o círculo vicioso de privação cultural e a propagação da estrutura social que puseram aos falantes de uma língua distinta ao inglês em uma situação de desvantagem na vida e na sociedade. na idade adulta, irma continua reconstruindo a sua identidade cultural e redefinindo seu papel no entorno bilíngue ao que pertence com o propósito de recobrar seu sentido de identidade. palavras chaves: escolha de um idioma, ideologias linguísticas, perda do idioma, identidade cultural, educação latina mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 14 understanding the interrelations of culture, language, and identity is important for all teachers but especially for teachers who work with diverse learners and students who are learning in a second language. a person’s culture is an essential element of their identity. it contributes to their self-image and influences their group identity i.e. the groups to which they feel they inherently belong (bakhtin, 1981). culture reflects the totality of our being, our values, and our beliefs. it is the foundation of each specific ethnic group which inherits their specific values and beliefs from previous generations and will pass them on to subsequent ones. it not only encompasses the external aspects of a person’s life, such as the food they eat, the clothing they wear, what they choose to celebrate and how they choose to do so, but it also influences the intangible aspects such as religious beliefs, the nature of language, as well as the shared values that shape the way a person thinks, behaves, and views the world (monzo & rueda, 2009; nieto 2010). language is intrinsically related to culture. it performs the social function of communication of the group values, beliefs and customs, and fosters feelings of group identity (bakhtin 1981). in other words, language is the medium through which groups preserve their innate cultures and keep their traditions alive. for this reason, it is important that people maintain their culture. research shows that the loss of language means the loss of culture and identity (baker, 2001), and in years past, latino children in the united states have experienced the loss of their first language. even today, they are continuing to lose their first language. in addition to weakening their inherited culture, moving away from their home languages also has significant implications for ells’ cognitive development (gonzalez, 2001). according to garcía, kleifgen, and falchi (2008), in 2001-2002 seventy-seven percent of the english language learner population in the united states was latino and forty-five percent of the latino children attending school were english language learners. garcía et al. also explain that despite the research proving the positive effect of students using their primary language to learn english, instruction in a student’s primary language is used less and less in american education. in the last twenty years, federal education policy has slowly moved away from considering students’ first languages and cultures and has increasingly emphasized an english-only policy for instruction (crawford, 2008). while proficiency in english is critical for successful participation in american society, proficiency in one’s first language is a critical marker of one’s identity and connection to one’s cultural heritage understanding the interconnectedness between language choices, cultural identity, construction and school practices mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 15 (smolicz, et.al, 1998). norton (2000) explained that our language is where our sense of self, “our subjectivity” (pp.9), is constructed. by omitting a student’s first language, schools covertly communicate to students that their first language is inappropriate or of no value. this message has a detrimental impact on their sense of identity and the link to their family, and their cultural community is broken (monzó & rueda, 2009). in the long run, denying the value of the native language deprives children of the linguistic and cultural heritage that will help them develop both a strong sense of identity and the cognitive basis for future learning (sánchez, 1999). this paper focuses on the effects that language choices and cultural practices have on identity development in the education of minority students in the united states. it examines the educational journey of irma, a latina educator. through the analysis of interviews with the participant, this paper intends to show the effects of language ideologies on her cultural identity and literacy development. the ideas presented in the following section are central to understanding the relationships between language choices, school practices, and cultural identity construction. defining culture nieto (2010) defines culture as being multi-faceted. nieto outlines seven key characteristics for culture. first, culture is dynamic and always changing. in reality, people select and reject particular elements of culture as they fit in their situational contexts. nieto discusses the concept of surface and deep structure of culture using an example of youth culture. she explains that young people from different backgrounds may share the same taste in music, food, or clothes (surface structure of culture), but they may hold deep values from their own ethnic heritages (deep structure of culture). second, culture is shared and identities and roles fluctuate throughout any given day. cultural identification goes beyond race and ethnicity. people create their own identities based on differences and preferences such as skin color, time of arrival to the country, language use, sexual orientation, and family dynamics, etc. third, authentic cultural knowledge is the product of the context in which it exists and cannot be separated from the daily lives of the individuals. fourth, culture is contextualized by socio-economic factors as well as history and differential access to power. in reality, the dominant group determines what counts as culture and, by establishing itself as the “norm”, makes others automatically become the “culturally deprived and powerless group”. over time those who have been named understanding the interconnectedness between language choices, cultural identity, construction and school practices mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 16 as “culturally deprived” began to believe it. bourdieu’s (1986) concept of cultural capital is of importance in this discussion. he defines cultural capital as the acquired tastes, language, and values of the privileged social and cultural class. these are unconsciously learned and are not inherently better, but because they are considered to have more prestige by the dominant group they have higher status. this gives children of white american descent an advantage over minority children when entering the american educational system. fifth, culture is socially constructed through daily interactions and the relationships between existing power structures and society. nieto further explains that “cultures change as a result of the decision that we, cultural agents, make about our traditions, attitudes, behaviors and values” (2010, p. 143). those decisions are shaped by the power relations among the participants in society. sixth, culture is learned through our families and communities. bilingual/bicultural education exemplifies the intent of communities and individuals to keep language and traditions alive through a curriculum that embraces the cultural background of the students, validates their languages, and fosters intercultural tolerance. nevertheless, this has proven to be a very difficult task. finally, culture is dialectical and beyond broad labels such as “good” or “bad”. culture has been changed by historical and social conditions and necessities of the individuals. moreover, cultural beings do not have to embrace all manifestations of a particular culture to be considered in nieto’s terms “an authentic member of the culture” (2010, p. 144). in sum, cultures are conflicted and not without tensions. the following sections discuss the concepts of cultural and social capital and the idea that language is deeply rooted in culture and indivisible from identity. cultural and social capital schools systematically devalue the culture and the language of the students in the subordinate groups. the effect is magnified by the lack of social capital these groups have. bourdieu (bourdieu, 1986) defines cultural capital as the general cultural background, knowledge, and skills passed on from generation to generation including language practices and values. this term is intimately connected to the notion of social capital. social capital is defined as social relationships individuals capitalize on to obtain their goals and solve problems. working class students gain social capital from middle class peers and adults in institutional contexts rich in social & cultural capital (advanced placement classes, extracurricular activities, etc.). the “connections” or close relations between minority students and parents, school understanding the interconnectedness between language choices, cultural identity, construction and school practices mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 17 personnel, and peers have played a key role in the socialization process that helps shape a pro-academic identity and facilitates adherence to the educational system’s moral order and ideological foundation (coleman & hoffer, 1987). it also inculcates competencies necessary for literacy development and school success. minority students who are able to develop those types of relationships experience more educational success (stanton salazar, 2004). in addition, language use and equal opportunities to access education determine the type of literacy skills that students develop in schools. schools have a crucial role in mediating the development of literacy and identity of minority language speakers in that they have control over what they teach and how they teach it (including language choice). in other words, becoming literate entails knowing not only the processes but also the symbolic representations of the culture in which individuals are socialized. this creates a place of struggle for second language speakers who try to negotiate literacy skills across cultures. language and cultural identity language and identity are inseparably associated with each other. while language is the medium used by individuals to negotiate a sense of self in different contexts (pierce, 1995; norton, 2000), identity construction is a social and cultural process which is accomplished through discursive practices. therefore, the ability to use a specific language in a specific context influences the development of cultural identity (trechter & bucholtz, 2001) by creating a tension between the discourse of the dominant culture and the discourse of the subculture of second language speakers. in other words, the manner in which language, in this case english, is used determines to which social group individuals are allowed entrance. those who speak english will be admitted to social groups with greater amounts of social and political power than those who do not (fairclough, 2001). when the english language learner’s (ells) first language is devalued and the language of the socially and politically dominant society is imposed on all of the students in schools, the ell’s identity is threatened, and inequitable social relationships between ells and native speakers of the dominant language are produced (pierce, 1995). as cummins (1996) notes, the unequal relation of power between dominant and minority languages can serve to constrain multiple identities that minority language speakers can negotiate at school and in society. moreover, because their culture is devalued and their language is not supported through primary language instruction, many second-language-speakers who attend understanding the interconnectedness between language choices, cultural identity, construction and school practices mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 18 american schools experience the pressure of a predominant english only ideology and lose their language and culture altogether (norton, 2000). in sum, the imposition of the predominant english-only ideology and the devaluation of the ell’s language and culture force second language speakers to lose their heritage language and native culture. as a consequence, they fail to develop both a strong sense of identity and the cognitive basis for future learning (sánchez, 1999). bucholtz and hall (2004) characterize language as “the most flexible and pervasive symbolic resource” (p. 369) that is at the center of the cultural reproduction of identity. the cultural identity associated with the politically, economically, and socially dominant western european-american culture is seen as the norm and that to which other social groups in the united states should aspire (martinez, 2006). although it appears innocuous, the dominant western europeanamerican group possesses pervasive and covert power. for example, the english-only ideology is seen as a norm in all public schools and institutions. students are viewed as having adequate knowledge only if they know english. it is also understood that english is the language which should be used in all instructional situations. moreover, in this time of accountability, the results of mandated, standardized assessments are only valued if they are administered in english. these practices not only send the message that other languages and cultures are not valued in schools, but they also limit english language learners’ opportunities for school success (crawford, 2008). from a critical theory perspective, watson-gegeo, and gegeo (1999) explain that language is central to cultural ways of thinking. they argue that “language is essential to identity, authenticity, cultural survival and people’s learning and thinking processes” (p.25). this concept is manifested when english language learners in most american schools must recreate knowledge through a second language, thereby losing their personal cultural identity and their authentication of self. when the link between language, cultural identity, and ways of thinking limit access to knowledge, second-language-learners’ opportunities for literacy development are diminished. language, access to knowledge and literacy practices critical educational theorists explain that the social construction of knowledge refers to the symbolic representation of the world that we create as we interact with others. this knowledge construction is influenced by our culture, the context, and the historical moment in which it happens (mclaren, 2003). following habermas’ (2004) understanding the interconnectedness between language choices, cultural identity, construction and school practices mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 19 definition of knowledge, we encounter three different forms: technical, practical, and emancipatory. habermas refers to technical knowledge as the knowledge that can be quantified and measured. it is the knowledge of school used by educators to control students. practical knowledge helps individuals to shape their daily actions in the world through the description and analysis of social situations. the third type of knowledge is the emancipatory knowledge that helps us understand how social relationships are distorted and manipulated by relations of power and privilege (freire 1998; habermas 2004). language, culture, place, and time will influence how individuals construct different types of knowledge of the world based on their interactions with others and shaped by their cultures and languages (mclaren, 2003). students access each of habermas’ form of knowledge through the use of language and literacy skills. when students are denied their primary language and cultural identity at school, they are also denied access to knowledge. moreover, these exclusionary practices diminish their opportunity for literacy development and their future education and personal success (cummins, 2001). literacy in multilingual societies is a very complex concept (schleppegrell & colombi, 2002). schools are providers of literacy and have the power to determine what is considered the appropriate language and literacy practices. when opportunities to become literate are provided only to students of the majority language, students of the minority language are denied access to knowledge, the chance to become literate, and the chance of being successful in schools. in the united states, students are considered to be literate only when they are literate in english. in this context, the entrenched english language ideology puts second-language speakers of english at a disadvantage (martinez, 2006). several researchers have discussed the concept of academic literacy. scarcella (2003) defines literacy as the ability to develop advanced levels of proficiency in the four modes of language: reading, writing, listening, and speaking. academic language not only allows students to explore complex concepts and ideas through advanced reading skills, but also to understand and use those words in spoken and written communication (p.10) in a more advanced manner. the need for academic language has direct implications for teaching and learning. in other words, to grow academically is to use language (reading, writing, speaking, and listening) to explore complex concepts in various contexts, and then to communicate the resulting thoughts and ideas in an appropriate way. for that to be possible, the learner understanding the interconnectedness between language choices, cultural identity, construction and school practices mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 20 must have a firm grasp on the language in which the content is written. an “english –only” environment intrinsically puts english language learners at a greater disadvantage in their academic pursuits. gee (2002; 2008) argues that the focus of literacy studies should not be only on language or literacy, but on social practices. his position focuses on the social context in which the literacy event happens and where social and cultural practices intervene to shape the literacy experiences of the students. students from diverse backgrounds need opportunities to negotiate the meaning-making process by participating in the different communities of practices to which they are exposed through their schooling. gee (2002) further elaborates on the relationship between language, identity and discourses by explaining that in the context of institutions such as schools, literacy practices also define identity positions within the context of the school or classroom, such as a high achieving student, an english learner, or a struggling reader. according to gee (2008) individuals have more than one discourse. students’ primary discourse refers to the cultural foundation of the language they speak in everyday life that gives them a sense of self. when this primary discourse of the students is not perceived to be of value in school, it affects the students’ sense of self and their identity development. as students interact with others in different social networks, their primary discourse changes. the discourses that students acquire within institutions like schools are called secondary discourses. for minority students who come to school speaking a language other than english, their primary discourse is usually changed into the institutionalized secondary discourse. when this change happens, disenfranchised students are not given the same opportunities to negotiate their identities (cummins, 2001) and to access knowledge needed to achieve the educational success that more advantaged learners achieve. method the purpose of this study was to collect qualitative data on the effects of an english only language ideology imposed on the cultural identity and literacy development of one hispanic woman. it describes the life struggles of irma, a latina educator who embarks on a journey to regain her lost language and her cultural identity. this study was guided by the following research questions aiming to understand the relationships between language choices, school practices, and cultural identity construction: understanding the interconnectedness between language choices, cultural identity, construction and school practices mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 21 1) how did language ideologies affect the school, parents, and the participant’s language choice? 2) how did language choice at school and home affect the participant’s cultural identity development? 3) how did language choices affect the participant’s access to knowledge and literacy development? 4) in what ways, if any, did the participant re-gain her language and cultural heritage? for this study, a group of teachers who attended a program for paraprofessionals and later a teacher education program at a local university was selected as the non-probability sample group (creswell, 2005). in a nonprobability sampling the individuals are selected because they are available, convenient and represent some characteristic the researcher wants to investigate. in this study i wanted to look at how the language ideologies in school and society have shaped their identity development. of the selected group, only three teachers responded to the invitation to participate in this study. from the three respondents, the life and educational experiences of only one participant made her a suitable candidate for the study. the participant, irma, is a native spanish speaker with no academic preparation in spanish. she came to the us from mexico before she was old enough to attend school. she entered kindergarten as a monolingual spanish speaker. she attended school during a period when mexican children were punished for speaking spanish at school. her parents believed that speaking only english could benefit their daughter, so when she started school, although they possessed limited english skills, they only spoke english at home. because she was stripped of her native language both at home and at school, the participant lost most of her ability to communicate effectively in spanish. she began to struggle in school because of her newly situated identity which resulted from being immersed in multiple, unfamiliar discursive practices and being alienated from her primary discourse (gee, 2008). at her school there was no real support for english learners. irma struggled academically throughout her schooling. by junior high she was advised by a counselor to drop out of school, and she did. she married and had children and worked in menial jobs in a packing plant. working at the packing plant made her re-evaluate different aspects of her life. during this time she forced herself to relearn her native language and to finish her ged requirements with hopes to attend understanding the interconnectedness between language choices, cultural identity, construction and school practices mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 22 college. eventually, she became a bilingual teacher’s aide. she went back to school and earned her ba degree through a support program for diverse paraprofessionals in the school district. later, she entered a teacher education program that prepared dual language teachers. irma studied spanish at the university and is now able to read and write spanish at a minimal level. based on the work of rubin & rubin (2004) and willis (2004), three in-depth personal interviews were conducted for this study. indepth interviewing allowed irma to explore her perspectives on her language socialization process through her experiences at home and at school. three one-and-a-half hour interviews were conducted during a semester time. interview data was analyzed following the steps of interpretational analysis (gall, gall & borg, 1999; merriam; 1998). first, the database for each interview was created. second, data was divided into meaningful chunks of information and was sorted into heuristic groupings that have something in common and reveal information relevant to the study. in this study, meaningful chunks of information included reference to schooling and cultural and linguistic assimilation, language use and experiences inside and outside the school, language loss and implications for literacy development, and irma’s journey to regain her cultural identity. third, categories were constructed from the interview data. these categorical lenses were used to explain in what ways, if any, the english language ideology had affected and changed irma’s cultural identity and literacy development. the following tables show the categorical lenses used: table 1. english language ideology’s effect on irma’s literacy development school home cultural linguistic implications practices practices assimilation assimilation for literacy debelopment understanding the interconnectedness between language choices, cultural identity, construction and school practices mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 23 table 2. english language ideology’s effect on irma’s identity development throughout her life’ events events in irma’s life language loss culture loss intent to regain her cultural identity elementary grades upper grades middle school high school getting married working at the packing plant relearning spanish and ged becoming a paraprofessional going to college earning a ba becoming a bilingual teacher mutual trust between the researcher and the participant was not a concern due to our ongoing relationship though professional development and student teacher placement experiences that i had with this district, especially with irma. this researcher-subject close relationship allowed for the data to be more honest and valid (bryman, 1988). while this is a strength of qualitative research it is also a weakness in that it could lead the researcher into subjectivity (merrian, 1998). in order to avoid subjectivity, i transcribed the interviews, and for reliability purposes, transcripts of the interviews were sent to the interviewee who was invited to correct, comment, or change the information if it was not accurate. then, a research assistant and i read the data one more time to add or revise the themes with irma’s input. each of us worked independently from each other. this procedure allowed for crosschecking the analyses and assured reliability of the findings. it also helped to clarify the findings as pieces of data were organized, coded, and grouped into categories. through reflexivity and by the triangulation of the data, i tried to maintain objectivity. from understanding the interconnectedness between language choices, cultural identity, construction and school practices mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 24 the analysis of the data several themes arose. first, i discuss the theme of english language choice by parents and imposed by school as a marker of assimilation. second, irma’s cultural identity struggles are presented. third, the theme of the dynamic between language, access to knowledge and literacy development is examined. lastly, examples of her intent to regain her primary language as a conduit to regain her cultural identity are discussed. this small qualitative research has several limitations. first, the size was too small. in order to make the results generalizable it would need to be done with a larger number of participants who are latino educators. second, as the data was analyzed, several questions arose that were not asked during either of the interviews. these questions would have helped clarify the interviewee’s understanding of culture beyond the concepts of celebration, holidays and heroes. lastly more questions about irma’s struggles in regaining her cultural identity should have been asked to better understand the cultural conflicts that occurred during irma’s identity struggle. findings the research questions that guided this study aimed to understand the relationships between language choices, school practices, and cultural identity construction. the findings show the pervasive impact of language ideology on language choices of minority students. the results represent the effects of language ideology on the cultural identity development of a second-language speaker forced to assimilate because of the norms of the dominant english group (cummins, 2001), the effects of school practices on the literacy development of the participant of the study, and her commitment to regain her language and cultural identity as an adult. english language choice as a marker of linguistic and cultural assimilation the language choices made by irma’s school and her parents during her school years have had consequences for irma’s language, literacy, and identity development. schools’ language choice several examples of the negative effects of the english-only movement arose from the data related to the discourse practices of understanding the interconnectedness between language choices, cultural identity, construction and school practices mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 25 national language standardization which supported the exclusion of primary language use at school in favor of english instruction. irma explained: instruction was all in english, and once i forgot that spanish that i brought with me in kindergarten, that it happened right away (barely audible), everything was english at school and at home (sad voice). it is clear that irma’s school supported an english-only policy, and the primary language and culture of minority students were not valued. her comment exemplifies monzó, rueda, (2009) and sánchez’s (1999) positions on the effects of school denials of primary language services and demonstrates that the pervasive language ideology that fosters the reproduction of the social structure in public institutions such as schools has a devastating effect on students’ second language and identity development. moreover, the fact that irma assimilated to the mainstream, losing her primary method of discourse, also supports gee’s (2008) discussion on devaluing and replacing primary language discourse with secondary discourses which are more widely accepted by the mainstream. irma reported the challenge she faced during her elementary school years: i started school only speaking spanish, umhmm, i spoke spanish at home /, i was born and raised in south texas where everyone speaks spanish /, but in those times it was difficult in school \ (barely audible). i never received any support in spanish. everything was done in english \ (sad voice). i have a hard time in school, especially after second grade. i remember my first grade teacher, a hispanic woman /, she punished us if we spoke spanish with other spanish-speaking girls. spanish was considered bad in the school context those days= in my need for learning english i forgot spanish and was never fully literate (participant lowers her head and looks at the floor for a few seconds). as baker (2001) explains, the english language ideology entrenched in the educational system contributed to irma’s language loss by devaluing her first language and establishing english as the marker of success. the loss of her native language forced her to assimilate into the mainstream and abandon most of her connections to her native culture and identity. because language is one marker of cultural identity, stripping irma of her native language created an identity struggle. the loss of her primary, native language had negative consequences for irma’s identity development. understanding the interconnectedness between language choices, cultural identity, construction and school practices mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 26 as monzó (2003) explains, the devaluing of the primary language of second language learners forced students like irma to see their culture and language as inferior. for that reason, irma acquired the language and culture preferred by the dominant group, and in doing so, she lost her native language and changed her cultural identity reflecting watson-gegeo & gegeo’s (1999) critical theory perspective. irma’s comments reflect this phenomenon. i remember singing in french in 5th grade. i do not recall what we sang but i remembered been a big fuzz to learn that song in french. i also remember that by 4th or 5th grade i have lost my spanish / \ completely \ and i was in survival mode in english \ . nieto (2010) explains that in cases like irma’s, language is used as power. there is an unequal power distribution between english and minority languages or languages considered of low status (not the case of french) in the united states. it is not uncommon for native spanish children to refuse to speak their primary language once they learn english. the low status of spanish in the united states makes them feel embarrassed to speak it, and they prefer to speak only english (fitts & weisman, 2010). the fact that irma had lost her language by 4th grade and was struggling with english instruction shows that the english language ideology which permeates american schools has negative implications, not only at the emotional level, but at the academic level as well. this puts students like irma at a greater risk for failure in school. it is clear that the subliminal messages that come from the media and the organization of school curriculum illustrate which language is valued in the american society. as monzó and rueda (2009) explain, the effects of language ideology on one’s language practices at school are also reflected in the family’s decision to privilege english over spanish as the language to be spoken at home. parents’ language choice irma’s language and culture loss began when her first language and culture were not validated at her school. this was exacerbated by the pressure mainstream society exercises on minority parents to favor english as the marker of success. in this context, irma’s parents also succumbed to the english-only ideology. the fact that irma and her parents abandoned their language and cultural practices at home in favor of using english in a limited way and practicing the mainstream culture accelerated irma’s primary language loss. irma’s parents understood the value of english in american society and pushed their children to learn understanding the interconnectedness between language choices, cultural identity, construction and school practices mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 27 the language that would give them better possibilities for success and less exposure to discrimination. what they did not understand is that they could have kept their language and traditions alive and in doing so would have developed better english skills and a stronger identity as a mexican-american (cummins, 2001). my mother spoke little english but tried her best with me to keep up with the language. my father, on the other hand, spoke better english with an accent but he encouraged me to speak only english / (moving her head from left to right) = you know/. he was / determine / that their kids {(quite and slow) will learn english and be fully mainstream.} my parents wanted us to speak english so they can learn it better, so there was no spanish music, there was no spanish t.v… like many other minority parents, irma’s parents’ goal that their children achieve the american dream made them sacrifice their language and culture in order to conform to the american societal norms. in doing so, they exchanged their heritage for becoming the americans they envisioned but without the privileges that middle class americans have. the lack of primary language literacy affected her development of english literacy and, in return, did not allow her to access the privileges of a middle class education and a position of power in society. irma’s parents’ choice for english did not work as the springboard for social mobility it was envisioned. irma’s parents’ acceptance of the english-only language policy at school and their selection of english as the language to be used at home seem to be the result of prior language discrimination experiences both in school and in society. as irma explained: my dad was a victim of racism. growing up he resisted the culture and the language even, as i told you before he was very “mexican” looking. … (irma covers her face with her hands for a second, takes a deep breath and then starts talking) i remember my father getting very upset when at a restaurant the waitress asked him what he wanted for lunch in spanish /. my father very upset answered her that he did not spoke spanish /, / that lingo / as he used to say and that he was an /american /. later in the interview she provides another example of her father language preference: i remember when i was trying to get into the teaching credential program i was afraid of telling my dad that i was going to be a bilingual teacher. understanding the interconnectedness between language choices, cultural identity, construction and school practices mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 28 i had talks with him and he said: “i am proud of you mija, but why don’t you teach in english? it is clear from the last statement that even during irma’s adult life her father continues to demonstrate a belief that english carries a higher social status. this view of english as the language of power and success is shared by many minority parents. in irma’s case, parental denial of primary language happened because they did not perceive the consequences of total english assimilation. minority parents push for english because, as monzó (2003) and nieto (2010) claim, it is the language of power and success. in the following sections i discuss the other themes identifiable from the data. irma’s cultural identity struggle language loss and cultural identity the push for english prevented irma from full participation in both american and mexican cultures and has been a source of identity struggle throughout her adult life. irma’s experiences epitomize norton (2000), trechter, bucholtz (2001), and fairclough’s (2001) ideas on how language use at home and at school shape the development of one’s cultural identity. irma’s parents’ language preference also affirms monzó and rueda’s (2009) claim that the loss of language and cultural practices has detrimental effects on students’ sense of identity and on their connections to their heritage and families: there was no celebrating spanish holidays, it was…. it was.. my family pushed away the mexican side of us [with sadness]. it is sad but we did not keep our traditions alive. we did not listen to ranchera music or used zarapes or other traditional clothing. we never did even the traditional religious stuff. my sister maría did. she married a mexican guy and re-learned all the cooking, music and language traditions at a young age. sanchez’ (1999) concerns about the effects of devaluing the student’s linguistic and cultural heritage on the development of a strong sense of self is clearly shown through irma’s limited access to mainstream education and to full participation in her own culture. after all the years of seeking her cultural identity, irma feels deprived of the experiences of her native language and culture. moreover, this dispossession prevents her from connecting with her traditions, understanding the interconnectedness between language choices, cultural identity, construction and school practices mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 29 important family members in her childhood, and the bilingual students she teaches in her adult life. norton (1999) also claims that language doesn’t express identity directly, but indirectly through the use of a specific language by members of a particular group as they interact socially. irma expressed her identity as she tried to maintain her membership with the spanish speaking community and her family by using the limited primary language she was able to maintain: i could understand my mom speaking to me in spanish but i answered to them in english and .. it was strange \ … i remember that i could understand it but as the years went on i couldn’t speak the language…. i forgot everything (firm voice and loud). i remember telling my grandma: “ yo sé español. caballo, casa” and that was it / . i couldn’t hold a conversation, i couldn’t \. it was nothing and. i must have been in the fifth grade when i told my grandmother that. as bucholtz and hall (2004) explain, language is the most flexible and pervasive symbolic resource for the cultural reproduction of identity. the language ideology of english has embedded its power throughout the educational system and has silently forced secondlanguage speakers like irma to adhere to the english norm and to change their cultural identity in the process (fairclough, 2001; norton, 2000). the preference of english in school and at home deprived irma of her cultural identity as a latina and forced her to develop a borderline mainstream identity that validates buscholtz, hall, and norton’s claims. irma as a multi-faceted cultural being the operational definition of culture used in this study comes from nieto’s (2010) idea of culture as being multi-faceted. as i analyzed irma’s responses to the interview questions, several characteristics of culture were identified. first, irma’s culture is dynamic and has changed overtime. her parents rejected her cultural aspects of being mexican at an early age by not using the spanish language at home or listening to traditional music or celebrating their heritage. as an adult, she also rejected certain aspects of culture like her language to fit her situational context, in this case in the context of marriage. i married young too but i married a mexican – american that spoke only english so we continue speaking english at home and our kids were raised monolingual english speakers. understanding the interconnectedness between language choices, cultural identity, construction and school practices mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 30 it is important to disclose here that what irma refers to in her culture is what nieto calls surface structure of culture or experiences of food, clothing, language and music. from the analysis of the interviews, there are also manifestations of what nieto calls deep structure of culture, the deep values from her own ethnic heritage. the sa -same teacher that helped me move to more advanced classes came and talked to my father in law about coming back to school pregnant because, = you know = at that time, it was -it was new but they allowed girls that were expecting to go back to school and finish their academic year / , but i was not lucky enough \ , my father in law did not allowed me to go back to school \ . he said to the teacher that the wife needed to stay home and take care of her husband, house, and kids. he also said that i did not need school anymore. = so i raised my kids, three of them, took care of the house, my husband and worked in a packing plant for 18 years, yeah, {18 years (soft voice)} but i never gave up my dream of going back to school some day, yeah, someday \ this analysis reveals that even though irma was linguistically assimilated she has not done so at the deeper level of culture. the respect she demonstrates for the father-in-law’s decision about her role in life and her devotion to her family is a deep cultural aspect of most mexican families (valdés, 1999). while irma seems to only consider culture as experiences related to ethnicity or race, this analysis shows that she has had multiple cultural identifications throughout her life, many of them often conflicting with each other (nieto, 2010). she has a mexican –american cultural identity, but she also is a daughter and a wife. these multiple identities were not manifested equally. her identities as a submissive wife and a respectful daughter were stronger than her mexican-american cultural identity. during her early years she was not able to balance these identities in the same way that she tried later in life. as an adult, she also developed the identities of a student and a bilingual-teacher and embraced her mexican-american identity by re-learning spanish. as is evident from the above, an analysis that goes beyond racial and ethnic grouping captures the realities and complexities of the cultural identities of individuals like irma. another aspect of culture identifiable from the data is that it was created and socially constructed by irma. culture is complex and evolves because human beings apply changes to it through their daily experiences. overtime irma became an agent of change of her own cultural identity. through daily decision-making and interactions with others, she developed spanish as one marker of her cultural being. understanding the interconnectedness between language choices, cultural identity, construction and school practices mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 31 i was working at the packing plant and my kids were in high school and my friend … during the last four years at work has been re-teaching me spanish. she also became a student, which in return helped her to gain access to an education that has been denied through schooling in her younger years. so -so we decided to go back to school and get our ged, […] i …well … it was -it was much later than = you know -that i should’ve got it(voice soft like regretting the time that had passed before this accomplishment) = you know… my – (shaking her head ) my dad, he had told me that i could do it so he asked what’s next.. because i haven’t thought of what was next. i have been caught in {difficult to understand from audiotape} but i liked it ... so my dad said so what was next ! well . i guess college? but we had no idea. irma’s cultural identity was always a place of struggle. from teachers who jumped to conclusions regarding her ability to go to college, to her parents’ inability to understand her potential as a bicultural /bilingual individual, and her immediate family’s limited views of her roles in life, this analysis reveals that irma’s identity could be considered hybrid. it implicates the access to power and privileges exhibited in the context in which students like irma live and the social markers that differentiate them from others on a position of power or those belonging to the cultural norm as defined by mainstream society (nieto, 2010). lack of cultural and social capital research shows that learning builds on experience. this is not, however, a human endeavor accessible to all people. the differences students like irma encounter in life are magnified by the opportunities experienced at school (nieto, 2010). this is called cultural capital. bourdieu (1986) explained the concept of cultural capital as the values, behaviors, and cultural identities such as language and ethnicity. there were several examples from the collected data that reflect the lack of cultural capital irma had. this lack put her at a greater disadvantage in educational life. it was only on my own because, uhm…uhm [long pause] my parents were not very well, well read and my mother would always asked me “why are you always reading?” [with emphasis] “go outside and play. i do not know what a book have”. she was not down playing education she did not understand because she has not gone to school and my dad wanted us to get an education but he did not know how to help us. my family was very poor. understanding the interconnectedness between language choices, cultural identity, construction and school practices mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 32 students from less privileged backgrounds are placed at a greater disadvantage because their experiences and identities have not prepared them for academic success. moreover, cultural capital cannot be separated from the concept of social capital. social capital is defined as the relationships that enable individuals to have access to power and other forms of privileges that they would not have otherwise (bourdieu, 1986). irma’s trajectory reveals the lack of support of both social and cultural capital. as a younger student, the lack of cultural capital was evident as the parents denied her of her language and cultural manifestations as well as the school system imposition of the english-only ideology for instruction. she experienced the lack of social capital at home: my father always told me: go to college! go to college! / but he never said why or how. he is very proud of me and every time he told us that.. i -but he never told us how (like wondering with sadness) and at least for me, i drop out as a junior in high school but .. even so:: .. none of the counselors at the school ever told me that i needed to go to college. you would have thought that by the time you were a junior you would have though about the sat, when to take it and why. {i did not know any of that (slowing and softening; a very sad memory)}. i didn’t \ . i know {they told me college wasn’t for me soft barely audible)} that i should -that i had aptitude for business, that i should be a secretary -but -the secretary proved them wrong but =um-hmm = anyway … (with resentment). and also at school: i was placed in the non college track even though i always wanted to go to college but = um-hmm = you know… the counselors determine your life for you / (very upset) and i did not have anyone during 9th and 10th grade that would have guided me and prepare me to move to more challenging classes in order to attend college. but in 11th grade i had a teacher that saw something… some potential in me = you know… like i was able to do better that i was doing and she worked with me and was able to move me to more advanced classes in math and science but it was sad to realize that it was already too late to catch up, we, mexicans are -are always catching up but at the end we are always behind \ , it is sad but we need to learn how to make the best of it \ (acceptance of failure by the system). as an adult she also experienced lack of cultural capital: yes! our families accepted the challenge because, um-hmm, = you know, we were not quitting the job or our responsibilities at home, understanding the interconnectedness between language choices, cultural identity, construction and school practices mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 33 we were going to study after long hours of work and we were determine to get our ged. on the other hand, she found the support of people that contributed to her social capital and facilitated her professional success later in life. a:::h…a teacher helped my friend …{(slowly remember the steps she took) i just called the college and asked what do i need to do and they said to come} \ and i take a placement test first and i was:: -i asked questions … i am always asking questions / , =you know me (laughs), that’s me and nowadays to help kids (very sad voice) they need to know all this information upfront because not everyone would wanted to ask questions to find out language choices and equal opportunities to access education through social and cultural capital enhance the type of literacy skills that students develop in schools. schools have a crucial role in mediating the development of literacy and identity of minority language speakers in that they have control over what they teach and how they teach it (including language choice). in other words, becoming literate entails knowing not only the processes but also the symbolic representations of the culture in which individuals are socialized. this creates a place of struggle for second language speakers who do not have the necessary social and cultural capital, and who try to negotiate literacy skills across cultures. the dynamic between language, access to knowledge and literacy development in american schools, such as the ones irma attended, knowledge was socially constructed and influenced by the english-only mentality (mclaren, 2003). as an adult, the analysis of her personal and educational trajectory has allowed her to examine the forces of schooling that limited her options and control over her life. moreover, the schools irma attended were aligned with this pervasive language ideology and made decisions on what to instruct and in what language. furthermore, the type of curriculum that english learners receive and the overt emphasis on assimilation puts second-language english speakers like irma at a disadvantage in school and society. it not only deprives them from their cultural identity, but also has long lasting negative effects in their access to knowledge and literacy development. irma struggled throughout her schooling in english until she dropped out of school in the tenth grade. while she was able to read in english, she was not able to do demanding academic content area work. understanding the interconnectedness between language choices, cultural identity, construction and school practices mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 34 i always love inquiry and school since i was a little kid but i remember not being able to do the type of work i would like to do or that i knew i was able to do because i could not perform in english as i was expected to (signs of sadness in voice and body language and posture). i did o.k… i think… i did o.k. up to 6th grade / . but in junior and in la high school it was different / . i was placed in remedial reading classes in junior high even though i was in advanced classes in math and was able to do science at grade level (sarcastic intonation) … {(but la high school was difficult … ) quiet and slow – barely audible) {quickening (it was different)}… {(it was different from the beginning) softening} (painful memories). irma’s case supports fairclough’s (2001) claim that the knowledge imparted in school through english perpetuates the unjust power relations among groups in society leaving second-language learners of english like irma behind their native english speaking counterparts. this language and cultural deprivation of minority-language speakers like irma, starts early in their educational experiences and continues to affect them throughout their schooling. in irma’s case, she was placed in lower track classes with a less challenging curriculum and never developed adequate literacy skills in either english or her native language. la high school was difficult. \ it was bad from the beginning. i was placed in the non-college track even though i always wanted to go to college but i did not have the level of english language and have not taken the more challenging classes needed to attend college. irma’s educational and personal journey also exemplifies the previously discussed types of knowledge presented by habermas (2004): technical, practical, and emancipatory. the knowledge imparted to irma at school could be considered technical knowledge. it was used to control and shape her educational and personal future. for students like irma, the lack of opportunities to access the type of knowledge that is valued in school makes academic success a more challenging endeavor: “i dropped out of school as a junior in high school. i remember that none of the counselors at the school ever told me that i needed to go to college.” starting in her college years and through her adult experiences, irma developed practical knowledge. this type of knowledge allowed her to change her personal and educational future through the analysis of her social situation: “i was determined to go back to school and understanding the interconnectedness between language choices, cultural identity, construction and school practices mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 35 regain my language”. as she continued with her education, and later as a professional, she achieved emancipatory knowledge through selfreflection. she became interested in the way her history and biography has expressed itself and how it has shaped her sense of self, her roles in life, and social expectations. research shows that students who become literate in their first language develop stronger literacy skills in their second (cummins, 2001). irma is conscious of how her lack of primary-language development has affected her literacy level in english which was one of the causes of dropping out of school in the tenth grade: in my need for learning english i forgot spanish and… was never fully literate in either language. i think i developed good conversational skills in english, and.. yes, i did develop good reading skills in english because i was an avid reader , i think…i think more than for the classes that i was placed in at school […] weeeell, only if i have had the opportunity of taking more spanish classes, it would have help me develop the academic spanish that i now need for my teaching situation. it was really hard. i see how hard it is for these poor kids learning english because i have re-learned spanish as an adult and i did not have the academic language needed for the demands of the college work in spanish or\... even in english. schools have a crucial role in mediating the development of literacy, and the identity of minority-language speakers in that they have control over what they teach and how they teach it, including language choice. even though schools in the united states serve high numbers of students whose language is other than english, literacy in english is the only type of literacy that is valued. in this context, irma developed an identity that was neither fully american, nor fully mexican. this borderline identity has prevented her from full participation in american society and has had implications in her literacy development. as martinez (2006) explains, language use marked by the failure to recognize the importance of primary-language development at home and at school, and unequal opportunities to access education created a place of struggle for second-language speakers such as irma who tried unsuccessfully to negotiate literacy skills across both languages and cultures. understanding the interconnectedness between language choices, cultural identity, construction and school practices mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 36 re-gaining language as the conduit to regaining her cultural identity watson-gegeo and gegeo (1999) have explained the role of language in cultural identity development and the cultural survival of the group. when individuals lose their heritage language and can no longer identify with their native cultural groups, they struggle to understand their heritage and their membership in the culture with which they identify. irma has expressed her constant struggle for affirmation of her cultural identity during her adult life. in the interviews there are examples of her efforts to re-gain the language as a mark of regaining her cultural identity which was lost through home and school experiences. irma explains her own struggles in regaining her language as a marker of her lost cultural identity: yes, (proud of the accomplishment) i did graduate. i was working at the packing plant and my kids were in high school and my friend … during the last four years at work has been re-teaching me spanish. i was determined to regained my language at all costs / and my friend was helping me with that. it was hard \ and i still struggle with the language but i am very proud of what i have accomplished with my spanish. the process of regaining her language and culture later in life has not been easy for irma. her limited language skills gained through prior schooling were a challenge and have put her at a disadvantage as a student and as a bilingual professional. irma explains her experiences and her concerns: it was...it was as if i have never learned spanish before and i could understand it only if they speak slowly. academic language was very tough for me…yeah.. the books that i had to read were very difficult and… and oh my goodness! i had my dictionary with me and the words were difficult and still are for me and … and even though i was a good reader it took me a lot to read the books that were assigned to the class and ..[pause] these were interesting books to read but the demand of the language was too high and i just did not have the skills [soften the voice as she speaks in decrescendo] it was very frustrating because i have never read in spanish before never!. i think that i am doing the children a disservice because i cannot deliver well a meaningful curriculum that targets both academic language and content in spanish… as seen in the statements above, teaching bilingually is also a constant struggle for affirmation of her cultural identity. when referring to her bilingual teaching position, she remembers her father’s request for her to teach only in english, and expresses her determination to understanding the interconnectedness between language choices, cultural identity, construction and school practices mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 37 help students maintain their own cultural identity through her teaching in two languages. i had talks with him and he said: “i am proud of you mija, but …why don’t you teach in english? and i said to him: “because it is important daddy, because of what we lost. we lost our heritage, our..our language and i want to be sure that no other child does that”. because it feels….[pause] because until this day i feel that lost, when my students ask me : “señora villa have you been there or have you done that” [with sadness] i do not share a lot of their experiences. they ask me about those [with emphasis and almost yelling the word out] cultural experiences [voice decrescendo]. i wasn’t aware about multiculturalism and issues of other cultures until i took a college class that put me in contact with my own culture and other cultures struggles in american society irma’s examples of her school years and adult, professional life is testimony of the power relations in school and society manifested through discursive practices (mclaren, 2003). to understand her struggles, it is important to consider gee’s (2008) distinction between primary discourses, acquired by the students in their interactions from birth, and secondary discourses, acquired within institutions such as school. for minority students who come to school speaking a language other than english, their “primary discourse” could make alignments with other institutionalized “secondary discourses” and incorporate their practices into their socialization process if their languages and cultures are valued. this has not happened in irma’s personal and educational histories. as a result of her assimilation to english, she was not comfortable teaching bilingually due to her lack of academic vocabulary and literacy skills in spanish which were needed to teach a demanding curriculum in an upper grade dual language setting. as a teacher, irma is trying to enhance students’ possibilities for success by valuing their language and culture. by teaching bilingually she is empowering her students and providing equal access to a meaningful education. she wants to give her students the opportunities that her teachers and the system did not give her in the past. in sum, irma’s personal and educational journey from disconnectedness through a gradual process of connection and belonging to her roots has given her a renewed sense of self that she is determined to nurture and continue to develop for her personal fulfillment and the benefit of her students. understanding the interconnectedness between language choices, cultural identity, construction and school practices mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 38 conclusion irma represents a large group of spanish speakers in this country who have lost, or nearly lost, their first language. often, these students have struggled through school because the classes were taught exclusively in english. furthermore, she also represents adult spanish speakers who wish to teach bilingually, but in order to do so, they need to work on their conversational and academic spanish, and often on their academic english as well. irma’s school and home experiences have created repercussions in her academic development. the lack of access to a challenging curriculum imposed by the tracking system placed her at a disadvantage in comparison with her native english-speaking peers. moreover, the lack of support at school and at home and the failure to recognize the value of her primary language gave her limited skills in both languages. while she has consciously tried to develop her primary language and regain her cultural traditions, the intent has been limited in scope and has not provided her with the necessary skills to do academic work in spanish at the college level or to teach a demanding curriculum in an upper grade dual language setting. irma’s struggles, however, went beyond her limited experiences with literacy in both spanish and english, as language is culture made manifest. for her, school was the context in which discourse practices collided, and her dual identities were not supported. the situational identity at school differed from her situational identity at home, and because her heritage values and beliefs were devalued and not supported by either her family or the social institutions, they were weakened to the point of nonexistence. while irma had her sister as a role model who married early and chose to regain her language and culture at that time, irma’s home situational context limited her from achieving that and forced her to limit her own children from the possibility to become bilingual and bicultural. these contradictions created an unfit sense of self, and developed a borderline identity that prevented irma, and students like her, from full participation in american society. throughout the interviews, irma was able to clearly identify the events and the feelings that she experienced growing up as a borderline speaker of both languages. the memories were still lucid and painful for her as seen by the discursive marks in her speech. a closer look at this interview reveals patterns of speech that showed her feelings as she reflects on her personal and professional trajectories. every recollection of language loss, cultural deprivation, and identity affirmation struggle ends with a falling intonation, an emphasis on her statement or sadness in her voice or expression. these marks of speech also show how deep the english language ideology has affected her identity development and how difficult it has been to regain a sense of cultural self as an adult. understanding the interconnectedness between language choices, cultural identity, construction and school practices mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 39 the interviews with this latina educator exemplify how language, cultural identity, and loss changes one’s life. they also exemplify the constant struggle of many minority educators working with second language learners of english who have lost and later regained their heritage language and now understand the importance of defining and strengthening their inherent cultural identity. in re-establishing her personal and professional identity, irma contributes to the process of breaking the vicious cycle of cultural deprivation and reproduction of the social structure that has put speakers of a language other than english at a disadvantage in life and in society. in adulthood, irma continues to re-construct her cultural identity, re-define her bilingual position in society, and re-gain her sense of self. references baker, c. (2001). foundations of bilingual education and bilingualism. (3rd edition). clevedon: multilingual matters. bakhtin, m. (1981). discourse in the novel. in m. m. bakhtin. the dialogic imagination. four essays. austin: university of texas press, pp. 259-422. bryman, a. (1988). quantity and quality in social research. london: routledge. bucholtz, m. & trechter, s. (eds). (2001). white noise: bringing language into whiteness studies. journal of linguistic anthropology 11, (1): 1-21. bucholtz, m. & hall, k. (2004). language and identity. in duranti (ed). a conmpanion to linguistic anthropology. blackwell companions to anthropology. ucla, ca. coleman & hoffer, 1987). public and private high schools: the impact of communities. new york: basic books. crawford, james. (2008). advocating for english learners. clevedon: multilingual matters cummins, j. (2001). language, power and pedagogy. clevedon: multilingual matters. fairclough, n. (2001). language and power (2nd ed.). harlow: longman. freire, p (1998). pedagogy of the oppressed (20th anniversary ed.). new york: continuum. understanding the interconnectedness between language choices, cultural identity, construction and school practices mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 40 garcia, o., j.kleifgen & l. falchi. (2008). from english language learners to emergent bilinguals. new york: teachers college gee, j. (2008). social linguistics and literacies: ideology in discourses. new york: routledge. gee, p. (2002). literacies, identity and discourses. in schleppegrell, m., & colombi, c. (eds.). (2002). developing advanced literacy in first and second languages. meaning with power. lawrence erlbaum. mahwah, n.j. gegeo, d. & watson – gegeo, k. (1999). “adult education, language change and issues of identity and authenticity in kwara ‘ae (solomon islands)”. anthropology and educational quarterly 30, 1: 22-36. gonzalez, virginia. (2001). the role of socioeconomic and sociocultural factors in language minority children’s development: an ecological research view. bilingual research journal, 25 (2001), pp.1-2, 1-30. habermas, j., aurbindo, sri & giri, b. (2004). knowledge and human liberation. european journal of social theory, 7: 85-103. martinez, g. (2006). mexican americans and language. tucson: the university of arizona press. mc.laren, p. (2003). critical pedagogy: a look at mayor concepts. in darder, a., baltodano, m. & torres, r. (eds). the critical pedagogy reader. routledge falmer. new york, ny monzo, l., & rueda, r. (2009). passing as english fluent: latino immigrant children masking language proficiency. anthropology & education quarterly, 40(1), 20-40. norton, bonny. (2000). identity and language learning. harlow: longman. pierce, b.n. (1995). social identity, investment and language learning. tesol quarterly, 29(1), 9-13. rubin, h.j. & rubin, i.s. (2004). qualitative interviewing: the art of hearing data (2nd ed.). thousand oaks, ca: sage publications. sanchez, sylvia. (1999). issues of language and culture impacting the early care of young latino children. nccic publications. scarcella, r. (2003). academic english: a conceptual framework. understanding the interconnectedness between language choices, cultural identity, construction and school practices mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 41 the university of california linguistic minority research institute. technical report 2003-1. schleppegrell, m., & colombi, c. (eds.). (2002). developing advanced literacy in first and second languages. meaning with power. lawrence erlbaum. mahwah, n.j. smolicz, j.j., hudson, d.m. & secombe, m.j. (1998). border crossing in ‘multicultural australia’: a study of cultural valence. journal of multilingual and multicultural development, 11(4), 314-335. stanton-salazar, r. d. (2004). social capital among working-class minority students. in school connections: u.s. mexican youth, peers, and school achievement edited by margaret gibson, patricia gándara and jill peterson koyama. new york: teachers college press, columbia university. willis, g.b. (2004). cognitive interviewing: a tool for improving questionnaire design. thousand oaks, ca: sage publications. understanding the interconnectedness between language choices, cultural identity, construction and school practices mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 42 appendix a. transcription code adapted from gumperz and berenz, 1993; schiffrin, 1994. . one second pause … 3-5 seconds pause [ ] overlap between two speakers / rising intonation \ falling intonation :: lengthened segments italics first degree of emphasis bold second degree of emphasis all caps shouting ( ) comment by researcher {( )} characteristic of talk { } best guess of barely audible speech = latching ? question ## number line understanding the interconnectedness between language choices, cultural identity, construction and school practices mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 43 author *sandra patricia mercuri has a ph.d. in education with emphasis in language, literacy and culture from the university of california and an m.a. in bilingual cross-cultural education from fresno pacific university. she currently works as an assistant professor at the university of texas, brownsville. she has over 20 years of experience in teaching in argentina and the united states in k-12 schools and at the college level. she teaches courses in bilingual education and biliteracy and is working on research on the development of academic language across the content areas and the effect of long-term professional development for teachers of english learners. she provides training for teachers nationwide and presents at national and international conferences on issues of second language acquisition and bilingualism, teacher training and esl strategies. dr. mercuri has also published articles in professional journals about bilingual learners and the application of second language theories into classroom practice in the tesol quarterly, talking points and the nabe journal. she has also co-authored the books closing the achievement gap and dual language essentials with drs. yvonne and david freeman and research-based strategies for english language learners with denisesrea. e-mail: sandra.mercuri@utb.edu understanding the interconnectedness between language choices, cultural identity, construction and school practices mercuri no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) gistseptiembre2011final2.indd 66 bilingual teacher beliefs and practice: do they line up?1 celia den hartog king and claudia peralta nash2* boise state university, usa abstract a qualitative study used observation and collection of artifacts to examine the pedagogical strategies of six teachers; four taught in a two-way bilingual education school, while the other two were first-year teachers in a school setting with large numbers of english language learners. informal interviews were conducted throughout the time of the study; semi-structured interviews were conducted at the end of a semester of observation and recording of field notes. some interviews attempted to uncover the beliefs teachers had about student learning, and in particular, that of culturally and linguistically diverse students. teachers were asked about the influences and sources of their beliefs. other interviews explored teacher identities as educators of culturally and linguistically diverse students and how these identities fit in school settings that were or were not welcoming of such students. transcripts of taped interviews were compared with field notes and collected artifacts in order to determine the degree to which teachers used strategies related to what they said they believed to be important for culturally and linguistically diverse students. it was determined that there were numerous cases where teacher practice confirmed statements made in interviews. keywords: pedagogical strategies, bilingual education, teachers´ beliefs resumen este estudio cualitativo utilizó la observación y recolección de información para examinar las estrategias pedagógicas de seis profesores; cuatro de ellos enseñan en una escuela de educación bilingüe mientras que los otros dos, son docentes de primer año en una escuela que cuenta con un gran número de estudiantes de inglés como segundo idioma. se realizaron entrevistas informales a los largo de la investigación, entrevistas semiestructuradas al final de un semestre de observación y registro de notas de campo. algunas entrevistas intentaron identificar las creencias que tenían los docentes sobre el 1 this article is based on a research conducted in 2005-2006 in the u.s. received: march 24th,2011 / accepted: july 26st, 2011 2 email: cperaltanash@gmail.com, kingcelia@gmail.com gist education and learning research journal. issn 1692-5777. no. 5, november 2011. pp. 66-83 no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 67 aprendizaje del estudiante y, en particular aquellos que pertenecen a diversos contextos culturales y lingüísticos. igualmente, se les pregunto a los docentes sobre los orígenes y factores que influyen en sus creencias. oreas entrevistas exploraron las identidades de los profesores como educadores de estudiantes cultural y lingüísticamente diversos y como estas identidades encajan en ambientes escolares en los cuales eran o no bienvenidos estos estudiantes. las transcripciones de las entrevistas grabadas fueron comparadas con las notas de campo y la información recolectada con el fin de determinar el grado en que los docentes utilizaban estrategias relacionadas con lo que ellos creían que era importante para los estudiantes procedentes de diversos contextos culturales y lingüísticos. la investigación reveló que existen numerosos casos donde la práctica docente confirma las declaraciones de los docentes en las entrevistas. palabras claves: estrategias pedagógicas, educación bilingüe, creencias de los docentes resumo este estudo qualitativo utilizou a observação coletada de informação para examinar as estratégias pedagógicas de seis professores; quatro deles ensinam em uma escola de educação bilíngue enquanto que os outros dois, são docentes de primeiro ano em uma escola que conta com um grande número de estudantes de inglês como segundo idioma. realizaram-se entrevistas informais ao longo da pesquisa, entrevistas semi-estruturadas no final de um semestre de observação e registro de notas de campo. algumas entrevistas tentaram identificar as crenças que tinham os docentes sobre a aprendizagem do estudante e, em particular aqueles que pertencem a diversos contextos culturais e linguísticos. igualmente, se perguntou aos docentes sobre as origens e fatores que influem em suas crenças. outras entrevistas exploraram as identidades dos professores como educadores de estudantes cultural e linguisticamente diversos e como estas identidades encaixam em ambientes escolares nos quais eram ou não bem-vindos estes estudantes. as transcrições das entrevistas gravadas foram comparadas com as notas de campo e a informação recolhida com o fim de determinar o grau em que os docentes utilizavam estratégias relacionadas com o que eles achavam que era importante para os estudantes procedentes de diversos contextos culturais e linguísticos. a pesquisa revelou que existem numerosos casos onde a prática docente confirma as declarações dos docentes nas entrevistas. palavras chaves: estratégias pedagógicas, educação bilíngue, crenças dos docentes no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 68 research on teacher thinking is abundant and thriving. critics have questioned how its findings can be of use to teachers or teacher education. researchers suggest that another perspective should be explored to better understand teacher behaviors that focuses on the things and ways that teachers believe (e.g. clark, 1988; nespor, 1987). this view is based on the assumption that beliefs are the best indicators of the decisions individuals make throughout their lives (bandura, 1986; dewey, 1933; rokeach, 1968). few would argue that the beliefs teachers hold influence their perceptions and judgments, which in turn, affect their behavior in the classroom. nor do they question that understanding the belief structures of teachers is essential to improving their teaching practices (ashton, 1990). we believe that it is important to explore teachers’ beliefs about the nature of teaching knowledge, where teaching knowledge is defined as all knowledge relevant to the practice of teaching. in this investigation, knowledge is viewed as being actively constructed by the individual on the basis of his or her personal experience and reason (e.g., hoefer, 2000, 2004; wod and kardash, 2002). in this paper, beliefs and knowledge will be used interchangeably, taking into consideration clandinin and connelly’s (1987) suggestion that many of the personal knowledge constructs are simply different words meaning the same thing. this paper explores how seasoned bilingual teacher and novice bilingual teacher beliefs were reflected in and influenced their pedagogy. even though various studies have explored teacher beliefs through qualitative methods (anning, 1988; irujo, 1998; flores busto, 2000) further studies are needed to investigate bilingual education teacher beliefs. the teachers in the study were committed to working with students who are culturally and linguistically diverse and believed their efforts could change the possibilities and opportunities for their students. observations sought to discover whether their beliefs matched the practices held in the classroom when working with bilingual/esl students. theoretical framework because of the discussion of the domain specificity of beliefs and the calls to assess beliefs at an appropriate level of specificity (e.g. buehl, and alexander, 2006; pajares, 1992) we proposed to examine teachers’ beliefs about the nature of teaching knowledge where teaching knowledge is defined as all knowledge relevant to the practice of teaching. it is important to understand the nature of the relationship bilingual teacher biliefs and practice king and peralta no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 69 between knowledge and belief on the one hand, and teacher behavior and student outcomes on the other. it is also important to understand the relationship between belief and knowledge themselves. richardson (1996) points out that attitudes and beliefs are “a subset of a group of constructs that name, define, and describe the structure and content of mental states that are thought to drive a person’s actions” (p.102). taylor (2003) has defined beliefs as “strong personal propositions” (p. 60). beliefs may be on various levels, including epistemological, motivational, and pedagogical (archer, 1999), while others such as roehler, duffy, herrmann, conley, and johnson (1988) believe that knowledge must take priority over affect, in the form of beliefs, although they understand that beliefs influence thinking. they argue that beliefs are static and represent truths that remain unchanged in the teacher’s mind; knowledge is fluid and evolves as new experiences are interpreted and integrated into existing schema. philosophical beliefs, too, enter into the mix of influences on what teachers do in classrooms. in fact, “teachers’ philosophical beliefs are considered as the cornerstone of their teaching practises and their beliefs concerning teaching and learning” (charalambous, philippou, & kyriakides, 2002, p.1). as difficult as it is to define beliefs precisely, we do know they are important in influencing teacher pedagogy (donaghue, 2003). it is important that teachers reflectively examine personal beliefs and philosophies in order to make informed decisions relating to their students. expósito and favela (2003) believe this reflective process is especially important for teachers of diverse populations. reflecting about their ideology and how their belief systems impact the interaction with linguistically and diverse students and families is crucial as their impact can make a difference between students’ academic success or failure. teacher beliefs in general, and some that relate particularly to bilingual education settings or those where english language learners are found, have numerous sources that include: teacher education programs; prior experiences in schools, either as students or teachers; personal or life experiences, including growing up as a member of a parallel culture; and experiences as a bilingual or with bilinguals; world view; and family. some of these factors interact with each other. there is, however, a lack of consensus on which of these truly affect what teachers do in practice. although some studies (an, 2000; cohen & tellez, 1994; mueller & zeidler, 1998; richardson, anders, tidwell, & lloyd, 1991) found a correlation between teachers’ stated beliefs and their classroom practice, richardson (1996) suggests, “the perceived relationship between beliefs and actions is interactive. beliefs are bilingual teacher biliefs and practice king and peralta no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 70 thought to drive actions” (p.104). this is, however, more consistent at some times than others. in order to understand the relationship between teacher beliefs and practice, it is important to consider the factors that may work against teachers’ ability to implement methods in which they believe. fang (1996) relates, “earlier researchers have noted that the complexities of classroom life can constrain teachers’ abilities to attend to their beliefs and provide instruction which aligns with their theoretical beliefs” (p.53). he adds that “administrator and collegial attitudes” (p.54) and the “psychological, social and environmental realities of…schools” (p. 54) may affect the degree to which teachers are able to make instructional decisions that support their beliefs. alignment of theory with beliefs is particularly important for teachers of english language learners, as there are several divergent camps related to beliefs on how best to teach a language. these range from drill and memorization approaches to those that emphasize acquisition of language in a more natural way through the highly contextualized teaching of content. fang (1996) cites johnson’s (1992) study of english as a second language (esl) teachers as an example of the impact of teacher beliefs about language learners. fang states: the majority of…esl teachers possess clearly defined theoretical beliefs which consistently reflect one particular methodological approach. further, the study [johnson’s] showed that esl teachers who possess clearly defined theoretical beliefs provide literacy instruction which is consistent with their theoretical orientation and that teachers with different dominant theoretical orientations provide strikingly different literacy instruction for non-native speakers of english. (p.52) when attempting to determine whether bilingual/esl teachers’ beliefs are consistent with their practices, it is important to keep in mind school factors such as support for the theoretical model of language learning used by teachers, as well as other factors that relate to the teaching of culturally and linguistically diverse students that may enter into what happens in classrooms. setting four of the teachers involved in this study were faculty at a small (76 students) k-2 two-way bilingual charter school in the northwest. the school’s population is a mix of latino and anglo saxon children. approximately 20% of the students speak spanish as their first language, bilingual teacher biliefs and practice king and peralta no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 71 although about 85% of students come from latino households. the school is located in a mid-size, somewhat rural, culturally diverse city. the other two teachers were hired at schools in the same area; one of these was designated as an english language learner school. data from the district shows that the designated english language learner school has a total of 256 (k-3) students of which 32% are white, 68% hispanic, and 49% are english language learners (as cited in school records). the second school, a middle school, has a total of 742 students, of which 46 % are white and 51% hispanic; 12% are english language learners. participants the six participants were teachers in schools in the northwest. all had attended a bilingual/esl teacher education program at a northwestern metropolitan university. the participants consisted of two male and four female teachers. both males (gael, ramiro) and two females (veronica, elizabeth) were latino; two females (carie, donna) were european american. gael and carie were also co-directors of the two-way bilingual charter school in which a portion of the study took place. ramiro and donna were the first-year teachers. four of the participants grew up speaking spanish and english at home and continue to do so socially and in their jobs. the european american participants learned spanish in college and by participating in a sixweek program in mexico. data collection one researcher spent full school days at the dual language school, one day a week during a school semester. detailed field notes taken each day included information about classroom layout and resources; observations of teachers and students; teacher talk; notes about lessons and strategies used; student responses; and informal conversations with faculty, staff and students. artifacts collected included documents pertaining to curriculum plans and school policies, and samples of student work. a formal, semistructured interview with mostly open-ended questions was conducted with each of the four teachers. these interviews were audiotaped, and then later transcribed. the other researcher acted as an observer/mentor for the novice teachers, meeting with them on a weekly basis for a year at their schools and in more relaxed social settings. discussions were audiotaped and transcribed. bilingual teacher biliefs and practice king and peralta no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 72 each data segment presented here was taken verbatim from the data collected. after reflecting on the data, we coded the transcripts and organized them into thematic “chunks” (rossman & rallis, 1998). the process involved taking text data, creating common categories, and labeling those categories (e.g., teacher education program, prior teaching experiences, life experiences, being a member of a cultural or linguistic sub-group, student learning and empowerment.) the field notes and artifacts were used to triangulate the data (coffey & atkison, 1996). specifically, the data revealed the influence of specific beliefs and how these impacted the pedagogical decisions made in the classroom. highlighted below are the themes that emerged from the data with specific examples given by the teachers. what we learned impact of teacher education programs research generally supports the fact that teacher education programs tend to have little impact on how teachers teach because most students come into such programs with a preponderance of life experiences that have already shaped beliefs (o’loughlin, 1995). exceptions may be when experiences in teacher preparation programs affirm the beliefs with which students enter, or when educational experiences totally disconfirm what students believe. carie stated that the critical theory emphasis of her undergraduate program made her feel “grounded, and [i] knew where i was going” (personal communication, 8/27/2005). gael, on the other hand, who also demonstrates security in his position as spanish-language teacher of kindergarten and first grade, came to this point in spite of the more traditional methods classes that made him feel like he always “collided with the professors.” some of the undergraduate classes for his minor in bilingual education had a critical flavor, but it was not until he reached the graduate level that he found a program built on critical pedagogy that resonated with his teaching beliefs and style. his beginning teaching experiences put him at odds with more traditional teachers and administrators, but he persisted in teaching in a way that he felt was relevant for his diverse students. prior teaching experiences gael felt his beginning experiences as a teacher were rocky, but that they helped him to solidify his own beliefs related to effective teaching. when confronted by a colleague who tried to load him up with a “big stack of…ditto stuff…and synthetic-looking things” on his first day of teaching, gael’s polite but firm response after an hour of accompanying lecture was, “it doesn’t apply to the structure of teaching bilingual teacher biliefs and practice king and peralta no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 73 that i’m conducting in two languages with the kids, and…thank you” (personal communication, 8/4/2005). he then proceeded to come in to work early every day and make up his own curriculum. he summarized, “i learned on the job.” even today, gael and his colleagues continue to make up many learning activities for students, believing that in this way they can tailor learning to the specific needs and interests of their students. elizabeth mentioned two positive experiences she had while teaching that impacted her greatly. the first was being requested by teachers at her first school to be their instructional assistant. she feels that this show of confidence in her abilities built her own confidence to become a teacher. the second experience, which also moved her closer to becoming a classroom teacher, was a result of a visit made to the charter school by several state education officials. during the visit, elizabeth had to fill in for carie in the kindergarten classroom to free her up to talk with the officials. after they left, gael mentioned to elizabeth that one man had made a compliment to him about her teaching. “oh, mrs. lara, mr. so-and-so was so impressed with your teaching. he said ‘you have a wonderful kindergarten teacher’” (personal communication, 9/15/2005). elizabeth downplayed the comment, but it was obvious that this had had a great impact on her. as a result of her positive experiences, elizabeth was preparing to take on the new role of kindergarten teacher the next school year. life experiences perhaps the strongest influences on teaching beliefs and pedagogy are those of life and family. elizabeth grew up in a migrant family, dropping out of school early because of the difficulty of juggling work and school. when her high-school age son started asking her to help him with his homework, she began to understand the importance of education, not only for her son, but also for herself. she returned to get her ged, and then continued on to obtain her associate’s degree. elizabeth also stated that she has a greater empathy for children who are struggling with math because of the challenges she, herself, faced with a college math course. gael related his experience with a lady at the ged testing center as one of the strongest influences on his teaching. i guess for me it has to be one very specific [experience]…and that’s when, in the spring of ’97, i went to get my ged, and a lady there, della wright, she was so passionate about her belief in me. and i was already 27, almost 28 years old, and so that passion that she had, that belief in me, that it didn’t matter how old i was, or my lack of english proficiency…(personal communication, 11/23/2005) bilingual teacher biliefs and practice king and peralta no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 74 ramiro also commented that the belief that his grandmother had in him inspired him to continue his education. he shared that he attended a very segregated high school, and many times he was told to drop out, and to get a job because “he would never make it.” but he kept on hearing his grandmother’s messages of encouragement. having someone believe in them and their abilities in spite of educational and linguistic strikes against them have made gael and ramiro compassionate teachers who affirm their students. they attempt to infuse the same confidence and belief into their students that della did into him. another life influence gael mentioned was the work ethic instilled in him by his father, who “never walked away from duty, from work, from responsibility.” this is seen in his teaching when gael expects students “to put in their share, put in their part,” holding high expectations for them. an entry from field notes for october 23rd reveals another major influence on gael’s beliefs about educationthe fact that he had dropped out of school at the 6th grade to help his family, and then returned to education at 27 years of age. his personal experience taught him to appreciate formal and informal knowledge, thus helping connect with many of the families of his students. veronica told me about her childhood, sharing that her family did not have much in the way of physical things, but they did have a closeness that helped build “really awesome memories.” two memories have affected how she treats her students today. she admits that she was a poor reader. i wasn’t a good reader, and i was in title one, even though i didn’t know that that’s what it was. but the love for literature now that i have, that i didn’t have then... i’m trying to make up for it now, and so i try to pass that on to the kids, and i think when a teacher is passionate about a thing, whether it’s reading or math, it just really reflects on the kids. (personal communication, 11/3/2005) the second influence on veronica’s classroom is her view of herself as “a shy little kid” when she was growing up. today, she endeavors to create a place where “the kids feel safe” and can trust the adults and other children around them. “if they can’t trust you and if they don’t feel safe with you, then they shouldn’t be with you” (personal communication, 9/15/2005). bilingual teacher biliefs and practice king and peralta no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 75 experiences of cultural or linguistic “difference” teachers of color know from personal experience what it is like to be a member of a racial/ethnic minority group in the united states. their experiences as students in the system have shown them schools are not neutral. during an interview ramiro revealed: “i saw the disparity of latino/spanish-speaking teachers and students and wanted to work for a change” (personal communication, march 4, 2005). he often pointed out that mexican americans are silenced, or are asked to be quiet and follow the school (dominant) rules and to “just do their work” in all of the other classes. he understands the importance of letting students have a voice by giving them opportunities. he believes that the relationships developed in school are important to the way students feel about themselves. “i try to allow students to express themselves and get used to the idea that they can be heard through expression of different mediums” (personal communication, may 4, 2005). veronica shared a negative experience related to the discrimination she felt because of her race. “you know the memories that were hurtful, when i was a little bit older in high school, when you get to know what discrimination was like, you hear things, you hear people saying things about ‘those mexicans’ or things like that, and that’s when you really start to wonder. you know, i really don’t remember…i remember it being bad, i remember thinking, how could people treat other people like that? i mean, we’re just the same, only different colors” (personal communication, 11/3/2005). veronica’s experiences have made her determined to affirm the value of all children. she understands that to improve the education of culturally and linguistically diverse students, it is imperative that educators understand the relationship between the students’ home culture and school learning (peralta nash 2003). student learning several of the teachers expressed the opinion that all children learn differently, and that you sometimes have to keep trying different things until you find what works for each child. “a teacher has to adjust her teaching to accommodate that child. we can’t expect them all to learn the same way” (elizabeth, personal communication, may 23, 2005). another aspect of effective teaching, as expressed by the participants, was that of using real life experiences to enhance and guide lessons. carie spoke at length about the importance of using what students brought with them to make classroom experiences more relevant and meaningful. in her view, this did not minimize the importance of having a lesson plan and knowing the content and state standards. however, these often acted as the backbone for a lesson that changed shape at times because of what children brought up in bilingual teacher biliefs and practice king and peralta no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 76 class or wrote about in their notebooks. “you have to be able to listen and say, ‘how can i turn that into a major, dynamite lesson?’” carie characterized her teaching as “off the cuff,” although this meant she was flexible and responsive, rather than unprepared. another example was shared by elizabeth: yesterday when i was teaching math, i was doing math with the first-graders, and a lady, she brings in 2 bunnies for show and tell for her little girl, you know. i thought, ok, gotta think of something different here. so we stopped math and went to the carpet and did show and tell, but of course i was still going to do math. so i said, “ok, we’re still doing math.” and they were asking the little girl questions, like, “well, how much does it cost?” you know, and the mom told them $8.00. so i said, “two rabbits, they each cost $8.00. how much were they altogether?” and so right away, they starting working together and trying to figure it out, and they came up with $16, so… (personal communication, 10/ 23/2005) ramiro decided to discuss the topic of gangs in the middle school setting. he felt that many of his students were acting tough and often defied him but he knew that the “toughness” was only skin deep; they were putting up a front, trying perhaps to cover their lack of understanding of content. student empowerment it was judged important for students to feel empowered in their education and life experiences. several factors contributed to a sense of empowerment. language when asked how they specifically validate the students’ language and culture, gael said that, from the inception of the school, they wanted to send a message to the community about the value of spanish. the school logo contains its motto in both spanish and english, with the spanish located at the top, and english underneath. as gael pointed out, “traditionally, english is always on the left, or always on the top, and spanish is on the bottom.” he and carie, as co-directors, agreed to “put that emphasis on the spanish so people see it and go, ‘oh, this is different!’” (personal communication, 7/5/2005) other ways language is valued include: conducting school community meetings in both languages; sending school communications to families in the primary home language; writing school documents in both languages, often with spanish first; and conducting parent group meetings in two languages, bilingual teacher biliefs and practice king and peralta no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 77 alternating which language goes first from meeting to meeting. parents who come to visit the school are addressed in their preferred language in order to make them feel as comfortable as possible. children are encouraged to shine in the language that is their strongest because of the dual language setup of the school. the model gael and carie decided on was weeklong time periods in each language. this gave students a longer period of consistent exposure to both the language they were learning and the one that was their native language, and also gave them more opportunities to “be the expert” in one classroom or another. voice carie declared: “it’s really powerful for kids to know that they count, that what they say matters” (personal communication, 10/12/05). veronica’s opening activities with her class on my field notes shows this: as she called out each child’s name, she made a personal comment such as: “so glad you’re here, antonio!” “great to see your smile today, marisol!” “you were sick yesterday, and we’re glad you’re better.” she also took that opportunity to thank a student for bringing her tomatoes. “i know that took a lot for you to bring those, because you don’t like tomatoes!” each child smiled broadly or giggled as veronica addressed him or her. (field notes, 10/14/ 2004) veronica was enthusiastic about community time in her classroom: “and it’s their voice. it’s their celebrations, it’s their concerns, it’s their joys, the class’s concerns, the class’s joys and celebrations, and that is the most valuable piece of the day” (personal communication, 11/3/2005). she makes it a policy to start at a different point in the circle every day so that all have an opportunity to go first. carie believes that giving progress reports and assessments in students’ strongest language is another way of making room for student voices. by allowing them to show what they know in a way that is most comfortable for them, she builds on their strengths. carie also encourages her students to share their writing, not only within her class, but also with the school community. a heavy emphasis on literacy activities in two languages gives students a way to express their thoughts, feelings, and knowledge. carie reports that all children, not only the more outgoing ones, are encouraged to share their writings. this type of validation encourages children to continue writing and bilingual teacher biliefs and practice king and peralta no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 78 speaking to make their voices heard. high expectations the participants felt that part of valuing their students highly meant holding them to high standards. this was seen both in expecting mutual respect among students and teachers, and in stretching children to achieve educational standards that are higher than the district requires. donna implemented literature circles in her school to model expectations for all students. she facilitated this by creating discussion groups that included balanced bilingual students, english only and students learning english. beginning english language learners were encouraged to use either language to share their understanding of the readings, relying at times on the bilingual students. she believes students deserve a curriculum that is culturally responsive and relevant. thus, she created a “science fair” where students, after researching scientific concepts, share their findings with not only the other students in the school, but also staff , parents and community members. this supports her belief in the value of all her students. students empowered by a culturally relevant learning experience “have the ability to influence their personal, social, political, and economic worlds” (banks, 1994). discussion teacher education programs, prior teaching experiences, life experiences, experiences of cultural or linguistic differences, and student learning not only influenced teacher beliefs but also permeated teachers’ pedagogy. through the study, participants’ pedagogical decisions arose from the beliefs or assumptions about culturally and linguistically diverse students and families, classrooms, and materials to be taught. the study of beliefs is critical to education specifically because the study shows that personal knowledge lies at the heart of teaching. it is important to note that four of the six participants worked at a high consensus at a school where there was flexibility in shaping the curriculum. the data shows evidence that spaces were made for student voices to be heard, not only as they shared events of their lives, but also as they faced new learning opportunities, thus mirroring the opportunities that the teachers had to embed their beliefs. in this setting there were no competing beliefs among the faculty, allowing them to grow more certain about their practices. ramiro and donna, the first year teachers, felt that their beliefs provided them with the platform to become agents of change within their schools. for example, donna was determined not to perpetuate the status quo of sorting students by ability levels. she was committed to providing all of her students the bilingual teacher biliefs and practice king and peralta no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 79 opportunity to learn from each other and to experience literacy in a meaningful way. the results of the study demonstrated that the beliefs teachers held do not operate in isolation, but influence thoughts, actions and motivation. conclusion this study was done on a very small scale, with only six teachers. in light of the dearth of research about teacher beliefs and practice as they relate to teachers in bilingual or esl programs, and also because of the ever-increasing diversity of school student populations, it is important to conduct more research of a similar nature. a larger sample size, and one that represents a cross-section of areas of the united states, could yield results that would further inform the education community. longitudinal studies on bilingual teachers could provide insight into how beliefs are shaped across time and experiences. also, based on responses from teachers that the bilingual classes with a critical theory emphasis they had in their teacher education programs influenced them more heavily than classes with a more traditional focus, it may be important to conduct further research into the types of teacher preparation classes that might potentially lay a better foundation for all teachers who will be working with diverse populations. as long as the trend continues of pre-service teachers belonging mostly to the anglo saxon, middle-class category, it will become increasingly important to do everything possible to prepare them to meet the needs of their future students. references an, s. 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(2003, march). efl teachers’ voice on communicative language teaching. paper presented at the annual meeting of teachers of english to speakers of other languages (baltimore, md). bilingual teacher biliefs and practice king and peralta no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 81 expósito, s., & favela, a. (2003). reflective voices: valuing immigrant students and teaching with ideological clarity. the urban review, 35(1), 73-91. fang, z. (1996). a review of research on teacher beliefs and practices. educational research, 38(1), 47-65. flores, b. b. (2000) using a epistemological framework to explore a bilingual education teacher’s beliefs and practices. diversity studies. retreaved from www.2cyberwhelm.org/archive/diversity/ unders/pdf/teacher.pdf grossman, p. l. (1990). the making of a teacher: teacher knowledge and teacher education. new york: teachers college press. hoefer, b. k. (2004). exploring the dimensions of personal epistemology in different classroom contexts: student interpretations during the first year of college. contemporary educational psychology, 29, 129-163. hoefer, b. k. (2000). dimensionality and disciplinary differences in personal epistemology. contemporary educational psychology, 25, 378-405. irujo, s. (1998). teaching bilingual children: beliefs and behaviors. boston: heinle & heinle publishers. johnson, k.e. (1992). the relationship between teachers’ beliefs and practices during literacy instruction for non-native speakers of english. journal of reading behavior, 24(1), 83-108. martinez, k. (1998). supervision in preservice teacher education: speaking the unspoken. international journal of leadership in education, 1(3), pp. 279-296. mcallister, g., & irvine, j. j. (2002). the role of empathy in teaching culturally diverse students: a qualitative study of teachers’ beliefs. journal of teacher education, 53(5), 433-43. mueller, j. c., & zeidler, d. l. (1998). a case study of teacher beliefs in contemporary science education goals and classroom practices, annual meeting of the national association for research in science teaching. san diego, ca. nespor, j. (1987). the role of beliefs in the practice of teaching. journal of curriculum studies, 19, 317-328. bilingual teacher biliefs and practice king and peralta no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 82 o’loughlin, m. (1995). daring the imagination: unlocking voices of dissent and possibility in teaching. theory into practice, 34, 107116. pajares, m. f. (1992). teachers’ beliefs and educational research: cleaning up a messy construct. review of educational research, 62(3) 307-332. peralta nash, c. (2003). the impact of home visit in students’ perception of teaching. teacher education quarterly, 111-125. richardson, v., anders, p., tidwell, d., & lloyd, c. (1991). the relationship between teachers’ beliefs and practices in reading comprehension instruction. american educational research journal, 28(3), 559-586. richardson, v. (1996). the role of attitudes and beliefs in learning to teach. in j. sikula, (ed.), handbook of research on teacher education (pp. 102-119). new york: mcmillian. rockeach, m. (1968). beliefs, attitudes, and values: a theory of organization and change. san francisco: jossey-bass. roehler, l. r., duffy, g. g., herrmann, b. a., conley, m., & johnson, j. (1988). knowledge structures as evidence of the ‘personal:’ bridging the gap from thought to practice. journal of curriculum studies, 20, 159-165. rossman, r. b., & ralllis, s. f. (1998). learning in the field: an introduction to qualitative research. thousand oaks, ca: sage. shulman, l. s. (1987). knowledge and teaching: foundations of the new reform. harvard educational review, 57, 1-22. sugar martínez, e. (2000). ideological baggage in the classroom: resistance and resilience among latino bilingual students and teachers. in h. t. trueba, and l.bartolomé (eds.), immigrant voices: in search of education equity (pp. 93-106). new york: rowman & littlfield. taylor, e. w. (2003). the relationship between the prior school lives of adult educators and their beliefs about teaching adults. international journal of lifelong education, 22(1), 59-77. wood, p. & kardash, c. (2992). critical elements in the design and analysis of studies of epistemology. in b. k. hoefer and p.r. pintrich (eds.). personal epistemology: the psychology of beliefs about knowledge and knowing (pp. 231-260). mahwah, nj: erlbaum. bilingual teacher biliefs and practice king and peralta no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 83 the authors * claudia peraltanash, ph.d. in social, multicultural and bilingual education, equity and cultural diversity from the university of colorado, and m.a in multicultural and bilingual education from california state university, chico. she is an assistant professor in the department of professional studies in education at california state university, chico. her research interests include ethnographic and sociolinguistic research on social construction of knowledge in classrooms, language and literacy in bilingual classrooms, and cross-cultural education. e-mail: cperaltanash@gmail.com * celia den hartog king, ph. d. in education and m.a. in bilingual education from boise state university. she has been an educator for more than 25 years. more recently, she has also been a writer and editor. her main interest is in issues related to language learners in schools. currently she teaches in fairbanks, alaska. e-mail: kingcelia@gmail.com bilingual teacher biliefs and practice king and peralta no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) no. 5 (nov. 2011) 177 content and language integrated learning (clil): considerations in the colombian context1 jaisson rodriguez bonces2* universidad central, colombia abstract the present article seeks to encourage reflection on the characteristics and considerations when implementing content and language integrated learning (clil) in a diverse context such as the colombian one. initially, the general aspects of an innovative and changing education in a globalized world are presented by stating the need to innovate. secondly, content and language integrated learning is defined along its implications by critically addressing clil dimensions. lastly, the article offers a broad view about the inclusion of clil in the colombian context. in general, the article presents the implications about the use of clil, specifically its dimensions and influence in colombia. keywords: clil, content based instruction, clil dimensions resumen el siguiente artículo tiene como finalidad motivar a la reflexión sobre las características y consideraciones para implementar el aprendizaje y enseñanza de lengua a través de contenido (content and language integrated learning) en un contexto tan diverso como el colombiano. inicialmente se presentan las generalidades de una educación innovadora y cambiante en un mundo globalizado que exige docentes que incorporan metodologías apropiadas a las necesidades e intereses de los estudiantes. seguidamente se define el aprendizaje y enseñanza de lengua a través de contenido y sus implicaciones para así abordar sus dimensiones de manera crítica. finalmente, el texto ofrece una visión más amplia con respecto a la inclusión de clil en el contexto colombiano. en general, a lo largo del artículo se reflexionará acerca de las implicaciones del uso de clil, específicamente sus dimensiones y su influencia en colombia. palabras claves: clil, enseñanza y aprendizaje por contenidos, dimensiones clil 1 received: august 17th, 2012 / accepted: september 4th, 2012 2 email: jeijeto@hotmail.com gist education and learning research journal. issn 1692-5777. no. 6, november 2012. pp. 177-189 no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 178 resumo o seguinte artigo tem como finalidade motivar à reflexão sobre as características e considerações para implementar a aprendizagem e ensino de língua através de conteúdo (content and language integrated learning) em um contexto tão diverso como o colombiano. inicialmente se apresentam as generalidades de uma educação inovadora e cambiante em um mundo globalizado que exige docentes que incorporam metodologias apropriadas às necessidades e interesses dos estudantes. seguidamente se define a aprendizagem e ensino de língua através de conteúdo e suas implicações para assim abordar suas dimensões de maneira crítica. finalmente, o texto oferece uma visão mais amplia com respeito à inclusão de clil no contexto colombiano. em geral, ao longo do artigo se reflexionará acerca das implicações do uso de clil, especificamente suas dimensões e sua influência na colômbia. palavras chaves: clil, ensino e aprendizagem por conteúdos, dimensões clil introduction language teachers have used many influential methods and approaches that have made their mark on the field of english language teaching. the historical progression of foreign language teaching and every one of its methods and approaches have taken place within a framework where the term innovation is fundamental. the world has changed radically, globalization has gathered pace rapidly, and the english language has come to dominate the way new ideas, methods and approaches have grown out of reactions to the dominant paradigms of previous periods. due to this, it seems strange now to think that many educators ignore or disdain the significance of being innovative in their practice which means to be proactive, creative and dynamic. in a straight response to these changes many teachers in colombia are adapting methodologies to improve their teaching practices in such a way that they motivate and engage students while reaching language standards. in this sense, content and language integrated learning (clil) has been used in the colombian context as a way to teach content through english. content and language integrated learning (clil) rodriguez bonces no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 179 towards a definition of clil although clil has been used in europe or in the united states labeled as content based instruction (cbi), in colombia it is a new paradigm shift in the field of language teaching since it entails innovation in methods and approaches. the acronym clil was originally defined in 1994, and launched in 1996 by unicom, university of jyvaskyla in finland and the european platform for dutch education. according to marsh (2002), it describes educational methods in which “subjects are taught through a foreign language with dual-focused aims, namely the learning of content, and the simultaneous learning of a foreign language.” this definition clearly shows how clil not only implies the teaching of content through english but remarks the importance language has when teaching content. that is to say, educators need to pay close attention to the fact students are learning content through a language that demands instruction and background knowledge. as a result, it is advisable that educators plan content lessons that include a target language goal. if one considers the dual focus expressed in the previous paragraph, the term clil becomes an umbrella term to cover “learning through any language that is not the first language of the learner” (ball, 2006). in consequence, the educational community needs to be aware that using a foreign language when teaching content incurs in language learning since structures, vocabulary, and pragmatics, among other linguistic features, are implicit in the topic being taught. clil entails teaching the foreign language while students learn subject – matter. marsh (2003) adds that clil also includes procedure when it is implemented effectively. for instance, when students learn a subject; namely, history, geography and/or science through the medium of a foreign language; the foreign language acts as a vehicle for learning, thus educators plan integrating not only content and language but also procedures by stating how content will be addressed in such a way that it is meaningful for every learner, no matter their proficiency level. as a result, clil is also an instructional approach. content and language integrated learning (clil) refers to any dual-focused educational context in which an additional language, thus not usually the first language of the learners involved, is used as a medium in the teaching and learning of non-language content. it is dual-focused because whereas attention may be predominantly on either subject-specific content or language, both are always accommodated. (marsh, 2003, elc information bulletin 9) content and language integrated learning (clil) rodriguez bonces no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 180 clil is focused on interdisciplinary curriculum or cross curricular planning. in this regard, educators teaching english as a medium of instruction (emi), language across the curriculum (lac), content based instruction (cbi), content based language teaching (cblt), english for specific purposes (esp) or any form of bilingual education, are all applying clil. english has turned out to be the dominant language in our society, therefore a need for language and content integrated learning arises in order to prepare future professionals to face this changing world. this situation gives the learning of a foreign language the importance that it had never had before in the curriculum, as it provides innumerable advantages if we are to accompany the new trends in the world we are living in. apprentices need to learn a language to confront the demands of a new society; the studied language may provide a better status and the possibility to use it for different needs. in order to show the use of language, learners may do cross curricular connections by doing project work, for example. in summary, when using clil, both language and content are simultaneously given attention and they are both essential in the learning process. the language is used as a tool to learn the contents of the subject, and those contents are used as a meaningful medium to learn and use the language communicatively. clil, dimensions and focuses marsh et al. (2001) mentioned five fundamental dimensions that characterize clil as an instructional approach: figure 1. clil dimensions content and language integrated learning (clil) rodriguez bonces no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 181 ball (2006) thinks that these dimensions are the basis for clil. keeping in mind content and language imply both communication and knowledge, it is certain to consider these five dimensions provide a framework for the approach. first, culture dimension contributes to the growth of intercultural knowledge resulting in most of the cases in cultural understanding. likewise, culture dimension helps to introduce wider cultural context, learning at the same time about specific neighboring countries, regions and minority groups. it emerges as a means to handle issues relating to regional-political conditions where even if cross-border contact has been minimal in the past, the future invites much greater contact. colombia as multicultural and diverse as it is, offers a wide spectrum to assume a cultural position in regards to one´s own perception and the foreign language. clil is used to promote understanding and awareness through language-enhanced methodologies. second, regarding the environment, clil prepares for internationalization which is nowadays one of the main goals of the educational system in colombia. the programme curriculum may be heavily influenced by specific environmental needs or opportunities identified in the institution. in the same way, thanks to this internationalization, there is an international certification access. students have preparation for future studies or work that involves different languages, so they are ready to face any culture with all the necessary skills to take an exam in which their proficiency is valued. when integrating content and language, students have the opportunity to acquire both basic interpersonal communications skills (bics) and cognitive academic language proficiency (calps) with the former being all the social language skills and the latter the language skills to cope with academic requirements (cummins, 2000). being able to communicate academically and socially opens new borders and encourages students to explore and travel around the world. third, in terms of content, clil is seen as helping to provide opportunities to study content through different perspectives. marsh et al (2001) claim that “languages, and the cultures associated with them, sometimes reveal differing world-views that can be seen in the ways in which some content is taught.” one obvious example lies in how educational curricula in different countries may describe shared historical events. however, traditions in the different disciplines can lead to significantly diverse ways of approaching and understanding similar phenomena. clil enables learners to study through these different perspectives that can lead to achieving a deeper understanding of the subject matter. tackling a topic from different perspectives content and language integrated learning (clil) rodriguez bonces no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 182 undoubtedly fosters critical thinking and broadens students’ perspectives on different issues. the content dimension even offers access to specific target language terminology. students acquire new lexicon in order to understand concepts or express academic language accurately. clil is suitable for all levels of education, from elementary to graduate or vocational to professional education. fourth, marsh (2001) affirms that in terms of learning dimension, clil complements individual learning strategies. clil is specifically geared to learner-centered methodologies that attempt to improve learning by giving attention to individuals’ needs in terms of social and thinking skills. one broad issue relates to how the brain processes information (sousa, 2006). recently, it has been posed relevant to how the brain learns; for instance, brain differences among boys and girls, different learning styles or even how the arts influence learning. likewise, this learning dimension suggests that clil helps to increase learner motivation which is at the heart of all education. lastly, in terms of language dimension, clil is a significant approach to improve overall target language competence. using marsh’s (2001) words, this is one of the most common reasons, both historically and more recently, for the introduction of clil. this focus stresses language competence in general and therefore includes reading, writing, speaking and listening skills. clil furthers the language experience through the integration of language and non-language teaching. in the same way, this language dimension proposes that the practicing of oral skills can be done in a ‘utilitarian’ way that is to provide opportunities to use the language as a tool to communicate. this means that methods to be used are the ones that lead to a high degree of interaction within the class. in such cases, even if desirable it is not necessary for a teacher to have native-like competence in the target language; what it truly matters is the ability to interact and transmit knowledge by means of the target language. finally, these five dimensions build students’ profile and attitudes by being competent in the foreign language. this focus often involves a learner being able to use a language for specific purposes while developing cultural, personal and social understanding. marsh et al. (2001) pointed out that the dimensions are idealized and should not be viewed as standing alone, because they are usually heavily inter-related in clil practice. it is useful to distinguish the dimensions because it allows to identify the separate, yet inter-locking reasons why clil is implemented in diverse contexts. content and language integrated learning (clil) rodriguez bonces no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 183 considerations when implementing clil many scholars claim that for clil to work effectively there are a number of conditions to be met. rodríguez-bonces (2011) affirms that there are four areas that researchers, educators and anyone else involved in the field need to work on in order for clil to suit the colombian scenario. those aspects are the following: 1) language learning approach; 2) teacher training; 3) materials development; 4) cultural and intercultural competence. (p. 85) with teacher training being one of the most applicable. subject teachers must be adequately trained in the target language while language teachers teaching content need to be trained in the core subject. it may be said that clil promotes real cooperation between teachers from different areas or departments, as well as collaborative teaching. the implementation of clil encourages careful analysis of existing methods and appropriate adaptation. for instance, bilingual models such sheltered instruction observation protocol (siop) advocate for careful planning, meaningful learning, gradation of content and assessment according to students’ background and educational needs. in clil all these factors play a pivotal role at some point or another. clil is a coherent way of doubling the amount of exposure to the language, without the necessity of adding more room in the timetable for language (only) lessons. in the long term, using clil from primary school would be beneficial since it would allow those students to study other languages in high school or university. students increase language instruction time while acquiring new concepts. the language can be acquired by natural means, leading to authentic use of it. clil is based on language acquisition rather than enforced learning. furthermore, teaching subject content in the foreign language makes the use of that language more contextualized, real and meaningful for students. as language is used to fulfill real purposes, its use is authentic and much more meaningful for the students; as a consequence, motivation is increased. the use of innovative materials and methods can be an engaging factor for students and teachers. by using materials that address topics that students are familiar with and, if possible, that they have recently studied in their mother tongue, students are able to learn more as they will already know a lot of the content and context. this familiarity enables them to pay attention to details that they would otherwise miss. as previously mentioned when explaining the clil dimensions in content and language integrated learning (clil) rodriguez bonces no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 184 terms of language, content and environment, materials need to be chosen according to social contexts and students’ level and interests. materials should consider existing knowledge, contextual clues and thinking skills and if possible the inclusion of interdisciplinary experiences that bring active engagement. implementing clil demands that schools provide teachers with plenty opportunities for professional development and enhanced teaching practice. as it can be inferred, classes following a clil approach differ from efl (english as a foreign language) ones. in typical efl, the topics are pre determined by interest or age related factors. in one unit, students can be talking about friendship and in the next one about global warming. the contents are disposable, they serve to introduce or practice a linguistic objective, and they are not goals themselves. nevertheless, with clil students are using the language meaningfully and higher cognitive skills are being developed: analyze, argue, compare, judge, categorize, etc. it develops oral communication skills and cultural awareness. educators need to be trained on how to address different topics, on how to plan lessons for diversity or multilevel skills. besides, teachers need guidance on how to assess students when the focus is content but the means is language. moreover, we all know that for the new technologies, internet, the world wide web and other ways to be connected with the outside world, english is the lingua franca, so clil also provides the opportunity of social inclusion and a wider cultural consciousness. however, not many teachers have the knowledge of how to incorporate the information communication technologies (icts) in the classroom. it is evident that topics such as lesson planning for clil, ict´s in the classroom, differentiated instruction, scaffolding techniques, and assessment, among others, should be part of any professional development program. no method or approach can work well if instructors are not supported in their work by educational authorities who believe in teachers’ expertise and their capacity to successfully implement changes. implementing clil in diverse educational contexts clil may be used not only in elementary or high school settings; it may also be applied in undergraduate programs since students take some of the subjects of their major in english. in fact, some universities are offering bilingual teacher preparation programs. similarly to high school, in many institutions all the students in the different programs have to take and pass four or six compulsory levels in order to get their degree. at this point, educational background influences learning content and language integrated learning (clil) rodriguez bonces no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 185 approach. in fact, many students find english very difficult because they did not have good training in secondary school. bearing this situation in mind, clil has to be implemented gradually. it may be initially used in a couple of courses towards the end of the students’ programs once learners have had the chance to catch up with their knowledge of the language. in the same way, students´ background influences the learning context and teachers’ educational background affects teaching approach. as regards teachers, core area teachers with an acceptable level of english could perfectly deliver their classes in the target language and students could benefit from such an approach. however, it is difficult to imagine language teachers delivering highly specific contents at university level unless, of course, backed up by the subjects’ teachers. such implementation would require both subject and language teachers working hand in hand in order to complement each other in the same class. another distinction needs to be made between rural and urban contexts. although clil has been used in europe, conditions in latin america, specifically colombia are different: for instance, in terms of students’ mobility or school resources. another consideration to bear in mind is about the professional training teachers receive. clil requires subject teachers with foreign language skills and vice versa, unfortunately, this characteristic is not fulfilled by the majority of the educators. in fact, in colombia there are some areas where teachers are not equipped with adequate training and even resources. it seems most of the educational capacity is in the big cities, with small towns or villages being isolated in the implementation of new approaches such as clil. there is also a divergence between the context of private and public institutions. alvarez and ayala (2005) point out that public institutions teachers differ from private institutions teachers. one main difference is the professional training teachers receive. specially, in reference to foreign language education, private schools teachers often are experts and hold an undergraduate or graduate degree in the subject they teach. in addition, they are offered more training and methodological updating, for example publishing houses train teachers on how to use textbooks as part of the teaching methodology even in other subjects different to english-, but they are also teaching them using english as the vehicle for learning. in contrast, in public education teachers from different subject matters such as social studies, literature and others usually have to teach for instance the subject of english (or vice versa) without previous training. content and language integrated learning (clil) rodriguez bonces no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 186 obviously some adjustments have been introduced by the government last year, although there is still a lack of more professional development training. alvarez and ayala (2005) also note, in regards to logistics, private schools are funded independently; they are not subject to the limitations of state education budgets and have more freedom to invest in new technologies and materials. opposite to that, public schools must follow all state and local laws in education. these laws also include regulations about program and curriculum development different from private school regulations which are freer in their curriculum design. as a consequence, these two settings (private and public schools or institutions) need to be considered as two separate worlds. perhaps this is another reason that would make the use of clil impossible in some specific contexts. it is true educators need to make some adjustments in the curriculum and programs in the teaching courses in order to succeed, no matter if they belong to public or private systems. clil suggests and requires a large degree of language exposure. the correlation with the proficiency levels proposed by the common european framework (cef) is another aspect to consider. the cef asserts that c1 language proficiency level is attained after one thousand hours or more of independent work and exposure to the target language. our contextual characteristics and educational system are not ready yet for such a challenge. the average number of hours of a foreign language class in a public school in colombia is four hours per week while in private schools it is eight hours. therefore, variation in the number of hours of english language instruction will inevitably affect proficiency levels. in terms of language policies, authorities need to consider the contexts described above. many teachers have complained about the conditions in which they try to teach languages and the blindness or deafness of education authorities to teachers’ claims and /or suggestions. it is absolutely essential that governmental policies acknowledge the importance and value of clil through their national education plans (long and short-term). if the national educational authorities do not clearly spell out how the bilingual plan is going to be implemented, most likely local education ministries or boards will not easily accept changes in the current curricula, thus blocking the way to any initiative that may later prove beneficial for all the actors in this complex context. the last aspect to take into account is the diversity of curriculums. clil appears as a very interesting proposal to promote interdisciplinary curriculum or co-teaching. however, this approach content and language integrated learning (clil) rodriguez bonces no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 187 is difficult to implement due to the fact that some subject teachers are not even basically prepared in a foreign language. one option to solve this issue would be co-teaching by having language teachers teaching parts of the different subjects of the curricula. for instance, the english teacher may invite the art teacher to do a hands on activity about the topic being studied. the art teacher speaks in english, he/she gives the corresponding instructions to follow in order to create the mask; subject integration supports the learning experience. in conclusion, in order to implement clil in diverse contexts, everyone involved in the educational process needs to consider the following aspects: 1. adequate target-language competence. 2. adequate subject-knowledge. 3. adequate materials in the target language. 4. explicit institutional and national policies 5. teacher co-operation. conclusion innovation in education implies the adoption and adaptation of approaches and methodologies. clil as an instructional approach that fosters content knowledge through language involves careful planning according to the different contexts and current times. there are many considerations when implementing clil; for instance, language proficiency, subject knowledge, intercultural communication, teacher training and policies among others. english teachers have to work closely with subject teachers to ensure that language development is appropriately catered to, in other words, to guarantee that content and languages are truly integrated. this article is an invitation to reflect about what is needed to implement instructional approaches so that students and teachers succeed by engaging in academic performance, critical thinking, collaboration, and multiculturalism through different interactions in the classroom. as english becomes an essential add-on to any curricular program around the world, it is moving into a position where it becomes a subject that students learn in order to do something else. clil, with its dual-focused aims, encapsulates perfectly this utilitarian view of the english language. “clil is about using languages to learn… it is about installing a ‘hunger to learn’ in the student. it gives opportunity for him/ content and language integrated learning (clil) rodriguez bonces no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 188 her to think about and develop how s/he communicates in general, even in the first language” (marsh, marsland & stenberg, 2001). all in all, clil views language as a vehicle to learn through english. references ball, p. 2006. defining clil parameters. retrieved from http://www.onestopenglish.com/clil/methodology/articles/ june 2012. cummins, j. (2000) language, power and pedgogy: bilingual children in the crossfire. clevedon: multilingual matters dalton-puffer, christiane. 2007. discourse in content and language integrated learning (clil) classrooms. john benjamins publishing company. darn, s. 2006. clil content and language integrated learning. http://www.stevedarn.com/?writings::clil%3a_content_and_ language_integrated_learning marsh, d. 2002. content and language integrated learning: the european dimension actions, trends and foresight potential. http://europa.eu.int/comm/education/languages/index/html marsh, d. et al, (2001): profiling european clil classrooms: european commission (handbook). marsh, d. (2003). the relevance and potential of content and language integrated learning (clil) for achieving mt+2 in europe. elc information bulletin 9 april 2003 retrieved from: http://userpage. fu-berlin.de/elc/bulletin/9/en/marsh.html rodriguez-bonces, m. (2011) clill: colombia leading into content and language learning. in ikala revista de lenguagje y cultura. vol 16. no 28/ mayo-agosto. antioquia: universidad de antioquia. sousa, d. (2006). how the brain learns. california: corwin press sage zárate, j. & álvarez, j. (2005). a perspective of the implications of the common european framework implementation in the colombian socio-cultural context. colombian applied linguistics journal (9), bogotá, colombia: fondo de publicaciones universidad distrital francisco josé de caldas. content and language integrated learning (clil) rodriguez bonces no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 189 the author * jeisson rodríguez-bonces holds an m.a. in applied linguistics to tefl and is currently doing an m.a. in spanish as a foreign language. he is a teacher and teacher trainer at universidad central and unitec. adults and teenagers have been part of his teaching experience as well as experience outside colombia. his areas of interest include language teaching and learning and bilingual education. email: jeijeto@hotmail.com content and language integrated learning (clil) rodriguez bonces no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 173 effectiveness of understanding relations between community, home, and school for future educators1 la importancia de comprender la relación entre la comunidad, hogar y escuela para la formación de futuros educadores claudia peralta and sonia galaviz2* boise state university and garfield elementary school, usa abstract as educators committed to preparing teachers to teach effectively across differences and in ways that actively resist perpetuating injustices, we have found that designing opportunities that take teachers into the children’s community is the best way to learn about the cultural wealth existing in homes and to understand the importance of including parents in the education of their children. college students from a graduate program at a public institution were asked to engage in community, neighborhood and home visits to reflect on their understanding of the relationship among community, home, and schools. as a result of these interactions, the students came to a new and deeper understanding of the importance of bringing together communities, schools, and homes to create an optimum environment for student success. key words: literacy development, parental involvement, cultural practices, families, teacher preparation programs, educators resumen como educadoras comprometidas con la formación de maestros que enseñen de manera eficaz a niños de diferentes culturas y lenguas, y a pesar de las diferencias, se opongan activamente a perpetuar cualquier clase de injusticia. 1 received: march 15, 2013, 2013 / accepted: october 1, 2013 2 emails: claudiaperalta@boisestate.edu, sonia.galaviz@boiseschools.org gist education and learning research journal. issn 1692-5777. no. 7, november 2013. pp. 173-189 effectiveness of the integration of ict tools no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 174 para alcanzar este objetivo, se encontró que el diseñar oportunidades para que los maestros puedan acercarse a las comunidades de origen de los niños, es la mejor manera de conocer la riqueza cultural existente en los hogares y para entender la importancia de incluir a los padres en la educación de sus hijos. para esta investigación, los estudiantes de un programa de posgrado de una institución pública fueron invitados a participar en la comunidad, barrio y hogares de los estudiantes para reflexionar sobre su comprensión de la relación entre la comunidad, hogar y escuela. como resultado de estas interacciones, los estudiantes llegaron a un nuevo y más profundo entendimiento de la importancia de integrar la comunidad, escuela y hogar para crear un entorno óptimo para el éxito del estudiante. palabras clave: desarrollo de la lecto-escritura, participación de los padres, prácticas culturales, familias, programa de formación de docentes, educadores resumo como educadoras comprometidas com a formação de mestres que ensinam de maneira eficaz a crianças de diferentes culturas e línguas, e apesar das diferenças, se oponham ativamente a perpetuar qualquer classe de injustiça. para alcançar este objetivo, encontrou-se que o desenhar oportunidades para que os mestres possam aproximar-se às comunidades de origem das crianças, a melhor maneira de conhecer a riqueza cultural existente nos lares e para entender a importância de incluir os pais na educação de seus filhos. para esta pesquisa, os estudantes de um programa de pós-graduação de uma instituição pública foram convidados a participar na comunidade, bairro e lares dos estudantes para refletir sobre a sua compreensão da relação entre a comunidade, lar e escola. como resultado destas interações, os estudantes chagaram a um novo e mais profundo entendimento da importância de integrar a comunidade, escola e lar, para criar um entorno ótimo para o êxito do estudante. palavras chave: desenvolvimento da leito-escritura, participação dos pais, práticas culturais, famílias, programa de formação de docentes, educadores introduction the question that served as the impetus for this paper was, “how can we help educators realize the wealth and relevance that culturally and linguistically diverse families and students bring to school?” preparing teachers to effectively teach across socioeconomic, cultural, linguistic, and gender differences is complicated by a lack effectiveness of understanding relations peralta & galaviz no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 175 of familiarity with or valuing of the cultures, learning styles, and communication patterns of diverse groups (bohn & sleeter, 2000). today, of the 74 million children in the united states (defined by the u.s. census bureau as those under 18 years of age), the ethnic groups are: white, 59%; hispanic, 19%; black, 15%; asian, 4%; and other, 3% (national center for children in poverty, 2006). however, 90% of the teachers serving these students are white. because our nation’s teaching force is predominantly white, female, and middle-class, decisions, values, and perceptions are likely to be derived from lived experiences very different from those of the increasingly diverse student population. the ways in which this negatively impacts the education of diverse populations has been well documented (katz, 1999; rodriguez, 1993). our attempt to answer the question of how to better prepare teachers to effectively teach across differences resulted in designing assignments that scaffolded teachers’ exploration and incorporation of family cultures and contexts into their teaching. in this article we share the benefits of a stream of assignments designed to help teachers understand the wealth of knowledge that exists in the homes of their students, and the importance of the relationship between community, home, and school. then, we address methods used by the instructors. next, we explore the challenges and benefits that arose from these experiences, highlighting how integrating family events into educational experiences helps make educators “insiders” in the community, adding another dimension to the relationship with students, families, and community. lastly, we reflect on our experiences. one could argue that the interaction between parents and children has not changed substantially, at least in relation to the expectations that parents have about their children’s education. as jobeth allen discusses in her book literacy in the welcoming classroom (2010), expectations of parents regarding the education of children has remained the same over the past 20 years although academic and institutional requirements have changed. the current stream of assignments explores the relationships between parents and children, the educational expectations, and the importance of building relationships among community, home and school. the objective of this paper is to share how various methods may help in discovering the customs, household practices, and cultural wealth and values of culturally and linguistically diverse children and families. the use of these methods can help educators learn better teaching practices, understand the wealth that diversity possesses, and provide equal learning opportunities for all children. reflecting on these issues continues to helps us understand the important role that families effectiveness of understanding relations peralta & galaviz no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 176 play in the education of children and that, even though society changes, intercultural bridges help create a critical and active education. literature review traditionally in the united states, immigrant students, or those who do not speak english as their first language, have not received the same treatment as students from the dominant culture (valenzuela, 1999; bartolome, 1994). the cultural practices of their native countries or homes are often undervalued or simply ignored. evidence suggests that culturally and linguistically diverse students experience poorer educational outcomes than their peers, and this reality is associated with several factors (bennett et al., 2004; conchas noguera, 2004). these include low teacher expectations, lack of parent availability due to work schedules, and language differences between home and school. unfortunately, although many educators say they want to involve parents in the educational experiences of students, parents are generally excluded and treated contemptuously because they are low income, have a low level of formal education, or cannot communicate in english (noguera, 2003; grant & sleeter, 1996). additionally, in some cultures, parents’ great respect for the teacher as expert may result in their hesitancy to interfere in the educational process or to question educational decisions. however, this seeming lack of involvement may result in teachers missing out on the home resources they might discover if they took the time to understand their students and their culture more deeply. educators should reduce the gap between the way they teach and the ways students from diverse cultural and linguistic backgrounds learn. studies show that teachers can learn from students’ cultural experiences and understand that there is more than one way to teach reading and writing (heath, 1983; gonzález, andrade, civil & moll, 2001). the “funds of knowledge” or “wealth of knowledge” that exist in the homes of these children should be explored, understood, and incorporated into the curriculum. this has the effect of positioning students in harmony with, rather than in conflict against, the education received in school, as they recognize that their culture is important and valuable. all these factors are considered by many educators as inevitable, irreversible and impossible to change; therefore, there is little effort to raise the academic experience of the students. blaming the parents for the “disposition of the students” or a society that provides little to poor children, emerge as justifications for not taking appropriate responsibility as educators (noguera, 2003). effectiveness of understanding relations peralta & galaviz no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 177 jim cummins, in empowering minority students (1989), states that collaboration between teachers and parents will not be fruitful unless power structures are challenged. parents should rise from a subordinate position to become full participants in an educational process which incorporates their cultural and linguistic perspectives. society often assumes that student failure can be attributed to the lack of english spoken by parents. researchers of language socialization theory investigate which of the traditions of migrant families are functional (or not) in schools and other institutions which decide whether children will succeed (zentella, 2005). unfortunately, educators rarely reflect on the impact that excluding the voices of parents in educational decisions has on their students, or how this may affect students’ access to enrichment programs, (e.g. academic programs in their native language, scholarships, etc.). methodology our collaboration began after sonia, an elementary school teacher, graduated from the master’s program. sonia’s interest in creating a classroom environment and a curriculum that integrated the funds of knowledge of the students brought us together. we often met for coffee to talk about how to best involve parents in the education of their children, and how to create opportunities to meet with them. these conversations further developed when we co-taught a graduate class. we took this opportunity to collaborate and design a stream of assignments that served as the focus of this study. participants the participants in this study were students in a graduate education course. the class met three weekends (friday and saturday) for a 3 credit-course. there were 12 students enrolled, all teachers at different school districts, within a radius of 50 miles. the cultural makeup was 40% latina/o and 60% anglo saxon. pedagogical intervention three assignments were designed, representing our commitment to encourage students in the graduate course to develop new ways of thinking about community, home and school relations, more in tune with local cultures and values. moreover, we wanted educators to experience the power of project-based learning that is contextualized within the local community. we wanted to affirm the experiences and lived histories effectiveness of understanding relations peralta & galaviz no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 178 of the students, their families and the communities in which they live, and give voice to family personal histories—often dismissed or ignored in the schools because they do not match the stories of the dominant culture. the following three assignments reflect our attempt to create bridges between the local community, family and school. neighborhood walk. our purpose was to increase educators’ ability to familiarize themselves with the neighborhood and context of the students. basing our mapping and grading of the neighborhood on the city works (steinberg & stephen, 1999) curriculum, we designed the assignment (see appendix). community resources. this assignment required educators to identify and contact at least four community resources that support parent(s) and families. our intention was that the community resource would serve as a basis for understanding and developing the sort of questions that would be meaningful, and would contextualize the lives of the students in specific communities. after discussing resources available and researching the internet, students shared a list. afterwards, we brainstormed questions that would get to the heart of the assignment. home visit: the goals for this assignment were to learn about the ways of knowing that exist in a child’s home and how this knowledge is transmitted to the child. we also wanted to discover the expectations of the parents or guardians related to schools and teachers, as well as academic goals for their children. questions were brainstormed together but teachers were responsible for selecting the ones that would best help them develop the conversation. furthermore, we encouraged teachers to conduct a more open-ended visit, thus allowing parents to add their own questions and extend the conversation. below are sample questions suggested to educators prior to the interview: tell me about your family. what are your favorite things about your child? what are elements about your child that make you proud? from your perspective, what are your child’s academic strengths? what are your child’s academic challenges? tell me about the social/emotional aspects of your child? what are the most important things to you regarding your child’s education? what do you need from me, the teacher? what goals should we make together with your child for this school year? effectiveness of understanding relations peralta & galaviz no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 179 teaching pedagogy our class began as culture circles (freire, 1970), conducted with chairs arranged in a circular configuration. this setting provided opportunities for all participants to be active contributors to the conversation. we empowered the teachers to ask their own questions and seek their own answers, and challenged them to understand the world’s complexities. we believe that for educators to gain critical understanding of the socio-economic and political structures impacting schooling and students’ lives, dialogue needs to be provided. the first step to encouraging thinking about this issue is demonstrated by an activity where students were tasked with examining the demographics of their school community and the community at large. these probing questions were given to guide their investigation. what are the current issues surrounding the populations present in your school? (possible interviews/questionsschool administration, school district, local advocacy organizations, local newspaper) how might these issues manifest themselves within the classroom families’ lives? (examplehigh unemployment rate, immigration issues, rural area with long commutes to/from school, language barriers, lack of community resources for diverse populations) what organizations exist to offer assistance to your school community? what service(s) do they provide? who are the local advocates that exist that may partner with your school? what other resources exist to benefit your students and classroom families, based on the needs you’ve identified? through this investigation, educators were able to broaden their scope of understanding for local community issues that impact their school families. examining the issues led us to reflect upon our role as advocates for our students and their families. we must understand the factors beyond our classroom walls that may affect the space we create for our students. knowing the community and the issues impacting our families can lead us to a greater understanding that enables us to advocate for our students. scaffolding educators through this “consciousness” not only means affording opportunities for dialogue, but it also means the creation of dialogical spaces within the classroom where their own experiences can be shared. building trust and relationships translates into “hearing” teachers’ concerns and questions. this is an important aspect of our effectiveness of understanding relations peralta & galaviz no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 180 teaching, because developing a sense of closeness to others expressed through feelings of responsibility or of concern requires being able to look at the world from a less self-centered perspective (the dalai lama, 2001). a central part of our teaching is for educators to perceive us as humans (hooks, 2003), as people who have lived these experiences, and to share the lessons learned. before asking educators to conduct home visits, we recounted our first experiences visiting the homes of our students while working in public school and the opportunities these visits created. we shared how, before the school year started, we requested the class roster. one by one, we called each family and asked if there was a time we could come by for a visit and to meet their child, the new student. most families were surprised by the request, but welcomed the meeting. sonia shared how, after conducting home visits before the beginning of the school year, she brings all of the classroom families together for a large-scale family dinner. during the fall and spring times for parent-teacher conferences, she hosts the family dinner at the school. it is potluck style so everyone brings a dish to share. students give presentations on their work in all the content areas and showcase their team projects for their families. sonia pointed out that subsequently she was invited to shabbats, quinceañeras (a latina american ceremony for girls turning fifteen to mark the transition from childhood to young womanhood), soccer games and birthday parties. as she attended these family and community events, her relationship with her classroom families grew deeper and richer. to the families, being able to share experiences like a saturday morning soccer game with her meant an investment in their child. sonia pointed out how she saw the more meaningful connections the families had to their extended family, their places of worship, and to their community from participating in these events. the chance to “break bread” with each other allows for a deeper connection between the teacher, parents and students. to demonstrate this, we invited parents reflecting the diversity of the community to a round table dinner. everyone brought food to share, and as we began dialoguing, we realized that there was much to learn about their communities and expectations. parents from bosnia, afghanistan, somalia, sudan and mexico were represented. data collection data for this study were collected throughout the semester and included documentation from the three main assignments: community effectiveness of understanding relations peralta & galaviz no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 181 resources, neighborhood map, and home visit. other data included relevant teachers’ participation and discussions in class activities. the analysis focuses on the “meaning” educators made as a result of their working through all of the assignments. specifically, the data were reviewed to identify evidence of teachers’ understanding of the importance of creating and developing community-home-school relations. as we read the data, two analytical categories were evident: listening to parents, and seeing the communities by walking and talking. results listening to parents students shared how, until now, they had tried to educate parents from non-dominant cultures by imposing on them “right” (translated as “dominant culture”) ways of being. students mentioned that they had forgotten the values and beliefs held by families. one student wrote i learned that i can’t educate people, because they are already educated. now i recognize that my work is to be a bridge that connects the two parts [home and school]” (josé, translated written reflection). another important connection made by the students was that relationships between teachers and their students’ communities are bi-directional. they wrote that learning about their students was based on “learning where they come from” (cassandra, final paper). moreover, instead of placing themselves at the center, they placed the “community” at the center because they understood that asking families to learn about school meant that they also, as teachers, had to learn about their community. jamie studied andre, a boy from mexico who was bi-literate but was demonstrating a lack of motivation; he was not turning in his homework. in her analysis, jamie confessed that she had selected andre because he was frequently missing school, and this affected his classwork. she acknowledged that when she first contacted the parents, she was a little scared because she truly believed they did not care. when visiting the home, she learned that andre was missing school because he felt he wasn’t doing well, his english test scores were low, and “he was now 18 years old.” the mom shared her concern, and mentioned that she made him go to school every day. after this initial home visit, jamie started to communicate on a regular basis with the family in order to help strengthen the mother’s expectations for her son. effectiveness of understanding relations peralta & galaviz no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 182 i really thought this family did not care, but after getting to know the family, i realized how much they really care.” (home visit) joanna visited ivan’s mother in hopes of obtaining a fuller view of ivan’s personal life. the mother shared that she only received a fourth grade education before she joined the workforce in mexico; however, she emphatically said, “i am doing my best to provide for my family alongside my husband. i decided to stop working in order to dedicate my full attention to my children.” joanna was impressed to learn that ivan’s mother pushed him to read even when he doesn’t feel like it. the mother uses the home computer (which ivan loves) as an incentive to get him to read. as joanna reflected on her visit, she understood that, in spite of the family’s low economic status, they had a wealth of educational resources to offer ivan: he has a home computer, a relatively good quantity of reading material in the house, and a nurturing/stressfree home environment. she further reflected that engaging in home visits was an altogether enlightening process. joanna commented on the amount of time and effort it takes to get to know a student beyond the façade presented on a daily basis and in the confines of a classroom. however, she said that getting to know ivan at this deep level has given her a sincere desire to see him succeed. seeing the communities by walking and talking students commented about their hesitation about the neighborhood walk. they didn’t see the purpose of it. however, through the many class discussions, and after the actual walk, one student acknowledged: this was an extremely powerful walkthrough of what many students encounter on a daily basis to and from school. the label placed on them [students] may in fact represent the type of education they will receive. the article [mehan, 1996] and the fieldtrip have a positive correlation in respect of how students from a poor side of town are more likely to [have] labels and stereotypes placed on them … as a future educator it is imperative to inform myself of the many cultures and communities in my classroom. (emily, written reflection) students not only visited the community but went back to their schools and reflected on how to bring community resources to parents. many reviewed their strategic plans and began conversations with their colleagues and principals. yesenia talked about inviting different groups to an open house to host informal sessions in both english and spanish to inform parents about their services. effectiveness of understanding relations peralta & galaviz no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 183 after visiting organizations that work with teens, students brainstormed on having a “‘teen pregnancy night” and inviting organizations to talk to families. students in the group shared this idea, eliciting response from other class members. they discussed how some parents may oppose such an event, but they felt strongly about finding a way to address this issue since it was a serious problem in the area. conclusions from collaboration comes change, the idea that teaching is not just the “traditional view of teaching” but it involves more than lesson planning and class management. our intention was to broaden teacher roles and responsibilities. we modeled what we asked them to do, working collaboratively to make change. we wanted them to learn that communities have people who are committed to change and that in order to learn about them, they needed to engage in dialoguing. as faculty members, we understood the importance of utilizing nontraditional pedagogical practices as an avenue to engage teachers to understand the importance of community-home-school relations. we also believed that by engaging teachers in nontraditional pedagogical practices, we were affording the non-dominant populations an opportunity to articulate themselves as members of the community. lisa succinctly expresses this in her assignment: my personal philosophy towards parental involvement has changed drastically since i took this class. these changes have come from within me and my beliefs and thoughts toward empowering families. to me parental involvement has come to mean i have a responsibility to empower my parents with the knowledge of how to help their children be successful in schools… i must form relationships with my families… i need to understand my families better so i can understand how they are contributing to their children’s education and how to work with them as a partner. lisa’s comments embody the heart of this research project—the understanding that educational success, especially for students from non-dominant cultures, may depend on the optimization of relationships among communities, schools, and families. when the strengths and resources of all of them are tapped into and welcomed, schools can become places of possibility, learning, and hope for a better future. when everyone feels their contributions are important, an atmosphere is created in which all students are more likely to thrive and succeed. teachers play a pivotal role in this process by initiating the processes that bring all these resources together. effectiveness of understanding relations peralta & galaviz no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 184 references allen, j. (2010). literacy in the welcoming classroom. new york, ny: teachers college press. bartolome, l. i. (1994). beyond the methods fetish: toward a humanizing pedagogy. harvard educational review, 64(2), 173194. bennett, a., bridglall, b. l., cauce, a. m., everson, h. t., gordon, e. w., and lee, c. d., mendoza-denton, r., renzulli, j. s., & stewart, j. k. (2004). all students reaching the top: strategies for closing academic achievement gap. naperville, il: north central regional educational laboratory. bohn, a., & sleeter, c. e. (2000). multicultural education and the standards movement: report from the field. phi delta kappan, 81, 156-159. conchas, c. g. and noguera, p. a. (2004). understanding the exceptions: how small schools support the achievement of academically successful black boys. in n. way and j. chu, (eds.) adolescent boys (pp. 317-337). new york: new york university press. cummins, j. (1989). empowering minority students. sacramento, ca: association for bilingual education. gonzález, n., andrade, r., civil, m., & moll, l. (2001). bridging funds of distributed knowledge: creating zones of practices in mathematics. journal of education for students placed at risk, 6(12), 115–132. grant, c. a. & sleeter, c. e. (1996). after the school bell rings (2nd ed.). washington, dc: falmer press. heath, s. (1983). ways with words. language, life and work in communities and classrooms. cambridge: cambridge university press. hooks, b. (2003). teaching community. a pedagogy of hope. ny: routledge. katz, s. r. (1999). teaching in tensions: latino immigrant youth, their teachers, and the structures of schooling. teacher college record, 100(4), 809-840. mehan, (1996). beneath the skin and between the ears: a case study in the politics of representation. in seth chaiklin & jean lave (eds.), understanding practice. perspectives on activity and context (pp. 241-268). new york, ny: cambridge university press. effectiveness of understanding relations peralta & galaviz no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 185 national center for children in poverty. (2006, may). the racial gap in parental education. factsheet. retrieved june 16, 2006, from http:// www.nccp.org noguera, p. (2003). city schools and the american dream. reclaiming the promise of public education. new york: teachers college press. rodriguez, l.j. (1993). always running: la vida loca. gang days in l.a. willimantic, ct: curbstone press. steinberg, a. & stephen, d. (1999). city works: exploring your community: a workbook. new york, ny: new press. the dalai lama (2001). an open heart: practicing compassion in everyday life. boston, ma: little brown. valenzuela, a. (1999). subtracting schooling: u.s.-mexican youth and the politics of caring. albany, ny: sunny press. zentella, a. c. (2005). building on strength. ny: teachers college. authors *claudia peralta is associate professor in the literacy department at boise state university. her research interests focus on bilingual education, literacy and biliteracy, multicultural education, and social justice. she has published extensively in both english and spanish, and her latest work focuses on the schooling experiences of latinos and refugee students both in the u.s. and in their country of origin. *sonia galaviz is a 5th grade elementary teacher in boise, idaho. she has taught in both the primary and intermediate grades and teaches as an adjunct faculty for university of phoenix and boise state university. in 2009 she received the honor of idaho woman of the year from the idaho business review. in 2011 sonia was one of five educators in the nation chosen to receive an award in excellence in culturally responsive pedagogy from teaching tolerance. sonia serves on the state board for the idaho education association. effectiveness of understanding relations peralta & galaviz no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 186 appendix grading your neighborhood name: date: in order to get a clear picture of the a neighborhood and what it has to offer, it will be important to put together as much information as possible about the good points and the bad points of the neighborhood. in this exercise think about your own neighborhood or another neighborhood you know well and grade its features. using the report card below, add any other features you think are important for a neighborhood to have. afterwards discuss your report card with 3 other students. do you all have similar ideas about what constitutes a good or a bad neighborhood? what features on the report card do you think are most important and why? do you think that people’s ideas about what they value in their neighborhoods change as they get older? what other features did you add to your report card lists and why? what makes a neighborhood a good place to live? grade your neighborhood on the following features, then add other features you consider important and grade those. refer to the grading chart below. give reasons for your grade. housing: are houses and apartment buildings, clean, safe and in good repair? grade public transportation: how accessible is the neighborhood by bus? grade stores: are there food stores with good selection of foods at affordable prices? grade effectiveness of understanding relations peralta & galaviz no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 187 are there clothing stores with a selection of clothes at affordable prices? grade is the school within walking distance? how is the school graded in the district? grade recreational facilities: are there playgrounds, fields, basketball/tennis courts, other sports facilities? grade is there an indoor gym that residents have access to? grade open space and parks: are there trees, yards, public spaces in which to walk and sit? grade parking: is there enough parking for people’s cars? is there off-street parking? grade effectiveness of understanding relations peralta & galaviz no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 188 noise: is it peaceful and quiet, relatively undisturbed by traffic or street noise? grade safety: is the neighborhood safe to walk around in, even after dark? grade other: grade other: grade other: grade effectiveness of understanding relations peralta & galaviz no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 189 tour the child’s neighborhood: if you were giving someone a tour of your neighborhood, how would you describe it to them? think about the kinds of people who live there as well as any other special characteristics you think are important. also think about the places and/or buildings that are an important part of your neighborhood. answer the questions below and then proceed to the mapping exercise. name and location of neighborhood: characteristics of neighborhood: five important places or buildings: other: use the space on this page to draft a rough map of the neighborhood. then use your own paper to produce a finished version. your map does not need to be drawn perfectly, but it should be as detailed and accurate as possible. show the streets, residences or dwellings, and any other buildings or places you listed on your neighborhood tour sheet. make symbols to represent buildings and objects on your neighborhood map, labeling its buildings, streets, and significant features. effectiveness of understanding relations peralta & galaviz no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 5 presentación maría lucía casas pardo, m.ed. rectora única desde el momento en que el concepto de globalización dejó de ser una formulación teórica para convertirse en un modo de relación entre las naciones y las personas, no sólo fue preciso dejar de pensar en límites artificiales entre los países sino que se hizo perentorio idear escenarios y modos de encuentro para los ciudadanos globales. definitivamente el avance de las tecnologías, que va desde la universalización de la información en internet hasta la adopción cada vez más masiva de las redes sociales como mecanismos de interacción entre las personas y los grupos, ha hecho que acaben de desaparecer los límites geográficos entre países y continentes. las barreras que los habitantes del planeta azul tenemos que trascender hoy son más de carácter cultural, ideológico o lingüístico, que físico. por eso presentar a la comunidad académica una nueva entrega de gist, en la que se celebra la diversidad cultural y se publican resultados de investigación que abordan situaciones locales pero que resuelven inquietudes globales es una contribución importante, de la que nos sentimos orgullosos. como educadores bilingües, como investigadores, como ciudadanos de la aldea global, entendemos que la escuela es un espacio privilegiado para la construcción de propuestas que acerquen las culturas, diriman diferencias, permitan trabajar en la construcción de valores universales que propendan por la calidad de vida, la equidad social y el desarrollo sostenible. el ejercicio realizado por los autores de los artículos que publicamos en esta entrega de gist parte de la identificación de problemáticas específicas a una comunidad o a un campo del conocimiento, pero los resultados de sus reflexiones y hallazgos se hacen válidos para abordar temáticas similares casi en cualquier lugar... ese es el incuestionable valor que tiene la investigación rigurosa, y esa la fuerza enorme que tiene el habernos convertido en una gran aula global en la que aprendemos los unos de los otros. retos y dificultades que afrontan los docentes en entornos multiculturales. interrogantes que surgen cuando se trabaja con minorías y se busca garantizar calidad en la formación y evitar la no. 6 (nov. 2012) no. 6 (nov. 2012) 6 discriminación. opciones que se abren cuando vamos a analizar las percepciones y los sentimientos de los docentes frente a su práctica. desafíos que se presentan al buscar empoderar a los alumnos para que a través del desarrollo de estrategias diferenciadas logren asumir una relación autónoma con sus procesos de aprendizaje…. son entre otros los temas que aquí presentamos a la comunidad académica. vistos desde la perspectiva de autores en distintos rincones del mundo, para el maestro global. no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) an investigation of prospective teachers’ reasons for preferring teaching as a profession: turkish context1 una investigación de las razones de los futuros docentes para preferir la enseñanza como una profesión: contexto turco halil i̇brahim kay, murat korucuk2 kafkas university, turkey 1 received: july 29th, 2022 / accepted: november 19th, 2022 2 hikaya75@gmail.com, muratkorucuk@hotmail.com gist education and learning research journal. issn 1692-5777. no. 25 (july december, 2025). pp. 63-86. the effects of pronunciation anxiety and motivation on english’ learners 64 no. 25 abstract the survey model was used in this study, which aimed to reveal the level of differences of pedagogical formation students’ reasons for choosing teaching according to various variables. the universe consisted of approximately 250 pedagogical formation education certificate program students studying at a university in eastern anatolia in turkey in 2022. the sample consists of 158 randomly selected pedagogical formation education certificate program students. the “reasons for choosing teaching as a career scale”, which was developped by lai, chan, ko, and so in 2005 and adapted into turkish by balyer and özcan in 2014, was used as a data collection tool. as a result of the study, it was seen that the level of choosing to teach for internal reasons of pedagogical formation education certificate program students was higher than the level of choice for external reasons and the level of being affected by (others). in addition, it was concluded that the reasons for choosing the teaching profession of pedagogical formation education certificate program students differed according to gender, place of residence, income, order of preference, and education level of parents. keywords: pedagogical formation education certificate program, preferring profession, profession, teacher candidates, teacher training, teaching profession. resumen en este estudio se utilizó el modelo de cribado, que tuvo como objetivo revelar el nivel de las diferencias de las razones de los estudiantes de formación pedagógica para elegir la enseñanza de acuerdo con diversas variables. el universo consistió en aproximadamente 250 estudiantes del programa de certificado de educación en formación pedagógica que estudiaban en una universidad en el este de anatolia en turquía en 2022. la muestra consta de 158 estudiantes del programa de certificado de educación en formación pedagógica seleccionados al azar. la “razones para elegir la enseñanza como escala de carrera”, que fue desarrollada por lai, chan, ko y so en 2005 y adaptada al turco por balyer y özcan en 2014, se utilizó como herramienta de recopilación de datos. como resultado del estudio, se vio que el nivel de elección de enseñar por razones internas de los estudiantes del programa de certificación de educación en formación pedagógica fue más alto que el nivel de elección por razones externas y el nivel de ser afectado por (otros). además, se concluyó que las razones para elegir la profesión docente de los estudiantes del programa de certificado de educación de formación pedagógica diferían según el género, el lugar de residencia, los ingresos, el orden de preferencia y el nivel educativo de los padres. palabras clave: programa de certificado de educación de formación pedagógica, preferencia de profesión, profesión, candidatos a maestro, capacitación de maestros, profesión de enseñanza. prospective teachers’ reasons for preferring the profession kaya and korucuk 65 no. 25 resumo neste estudo foi utilizado o modelo de crivado, que teve como objetivo revelar o nível das diferenças das razões dos estudantes de formação pedagógica para escolher o ensino de acordo com diversas variáveis. o universo consistiu em aproximadamente 250 estudantes do programa de certificado de educação em formação pedagógica que estudavam em uma universidade no leste de anatólia na turquia, em 2022. a amostra consta de 158 estudantes do programa de certificado de educação em formação pedagógica selecionados aleatoriamente. a “razões para escolher o ensino como escala de carreira”, que foi desenvolvida por lai, chan, ko e so em 2005 e adaptada ao turco por balyer e özcan em 2014, foi utilizada como ferramenta de recopilação de dados. como resultado do estudo, observou-se que o nível de escolha de ensinar por razões internas dos estudantes do programa de certificação de educação em formação pedagógica foi mais alto que o nível de escolha por razões externas e o nível de ser afetado por (outros). além disso, concluiu-se que as razões para escolher a profissão docente dos estudantes do programa de certificado de educação de formação pedagógica diferiam de acordo com o gênero, o lugar de residência, os ingressos, a ordem de preferência e o nível educativo dos pais. palavras chave: programa de certificado de educação de formação pedagógica, preferência de profissão, profissão, candidatos a mestre, capacitação de mestres, profissão de ensino. prospective teachers’ reasons for preferring the profession kaya and korucuk 66 no. 25 introduction b efore starting a profession actively, starting the education of the profession can also be considered as a choice of profession. for example, to have professions such as engineering, medical doctor, military service, clergy, pharmacy, and teaching, it is needed to have the necessary vocational training. the wrong choice of vocational education may cause the individual to turn to the wrong profession. as a result of this situation, a business life with low motivation and thus failure may be caused (çekten, şanal & yeni, 2005; nalçaçı & sökmen, 2016). it can be stated that it is extremely important to make the right vocational education preferences for individuals for preventing these situations. the choice of a profession can be made for internal and external reasons and by being influenced by others (balyer & özcan, 2014, pp.104-105; bastick, 2000). personal factors are effective in choosing a profession made by internal reasons (coulthard & kyriacou, 2002). internal reasons can be mentioned in choosing a profession with internal motivation in line with individual expectations and needs. on the other hand, external reasons are those that exist outside of the individual’s expectations and that the individual chooses a profession despite not being able to associate himself/herself with the profession in question (bursal & burdur, 2016, p.352). generally, economic reasons and working conditions can be effective here (buldur, keskin & börekçi, 2021, p.168). sometimes, other people around the individual can be quite influential in the career choices of individuals. individuals can also choose a profession by being influenced by others (butcher & lewis, 2002). these people, whom individuals are affected by, can usually be parents, teachers, and close friends. orienting an individual to a profession for internal reasons may cause him/her to do his/her job with higher motivation and thus increase his/her professional success (balyer & özcan, 2014, p.104; bruinsma & jansen, 2010; coulthard & kyriacou 2002). as in other professions, choosing the teaching profession for the right reasons can support professional success. for this reason, it is important that teacher candidates who receive teacher education turn to teaching for internal reasons rather than the professional choices they make due to external reasons and being influenced by others (watt & richardson, 2008, p.408). the importance of teaching, which has a history of thousands of years, is better understood today and teaching has become a profession that can be earned after four, five, or six years of higher education, especially in developped countries. considering its contribution to social progress, the teaching profession maintains its importance (nalçaçı & sökmen, 2016, p.718). for this reason, both the teacher training system and the reasons why teacher candidates, who are the subjects of this system, prefer teaching remain important (şişman, 2012). in the related research, it is seen that similar studies are carried out with the students and teachers who receive teacher education, and it has been observed that prospective teachers’ reasons for preferring the profession kaya and korucuk 67 no. 25 the explanatory and current studies conducted with students who have received higher education in a field other than teaching and who receive pedagogical formation education, a certificate given by education faculties for those who want to be teachers in turkey although they get education in non-teaching related fields of other faculties, are insufficient. it is because the program of pedagogical formation is highly discussed in the literature in that the pedagogical formation program created a confusion in teacher training since turkey give training both the students of education faculties and the students who are enrolled in the pedagogical formation program. although the council of higher education has agreed on the idea that these programs are lacking in some aspects such as the practicum opportunities, and content and time allocated for teaching (eraslan & çakıcı, 2011), universities in turkey continued to educate these students to become teachers through pedagogical formation programs. for this reason, this research aims to reveal the reasons for pedagogical formation education certificate program students to choose teaching and to examine the differences in the reasons for choosing teaching according to gender, place of residence, high school, monthly income of the family, and parental education level and preference order variables. as a result of this study, the reasons for pedagogical formation education certificate program students prefer teaching are revealed, and various suggestions are presented to improve teaching and increase the preferability of the profession. therefore, it was deemed necessary to examine the reasons for choosing the teaching profession of the students who received pedagogical formation certificate training. research questions sought to be answered in the study: 1. what are the reasons for preferring teaching (internal, external, being influenced by others?) 2. do the reasons for choosing to teach differ according to gender, place of residence, high school, monthly income of the family, education level of the parents, and the order of preference? methodology research model in this study, it was aimed to obtain data from students who received pedagogical formation education certificate program. since data can be obtained from large populations with data collection tools that have passed the validity-reliability analyses with the survey model (büyüköztürk, 2014, p.2), the survey model was used in this quantitative study. prospective teachers’ reasons for preferring the profession kaya and korucuk 68 no. 25 population and sample the population of the study consisted of approximately 250 students who continue their activities in eastern anatolia in turkey in 2022 and get pedagogical formation education in addition to their undergraduate education (to gain the right to be a teacher). the sample size to be reached in the study formula was calculated as 152 and 182 students were reached using the simple random sampling method, 24 responses to the scale were not taken into consideration because they were filled in incorrectly, and analyzes were carried out with 158 scales at the final stage. the distribution of the sample according to the variables that are the subject of the research is presented in table 1. table 1. distribution of the sample variables n % gender female 118 74.7 male 40 25.3 place of residence city centre 88 55.7 district centre 36 22.8 town-village 34 21.5 high school general high school 39 24.7 anatolian high school 85 53.8 other high schools 34 21.5 family monthly income 0-5.000try 53 33.5 5.001-10.000 try 64 40.5 10.001+ try 41 25.9 mother education level illiterate 39 24.7 primary school 50 31.6 secondary school 37 23.4 high school+ 32 20.3 father education level illiterate 33 20.9 primary school 43 27.2 secondary school 36 22.8 high school+ 46 29.1 order of choice first 98 62.0 second+ 60 38.0 prospective teachers’ reasons for preferring the profession kaya and korucuk 69 no. 25 data collection tool the “reasons for choosing teaching as a career scale-rctcs”, which was developped by lai, chan, ko, and so in 2005 and adapted into turkish by balyer and özcan in 2014, was used as a data collection tool. it consists of 22 items and 3 sub-dimensions (internal causes used as a data collection tool. it consists of 22 items and 3 sub-dimensions (internal causes sub-dimension: 1, 2, 3, 4, 5, 6, 7, 8, 9; external causes sub-dimension: 10, 11, 12, 13, 14, 15, 16, 17 ; sub-dimensions of affecting others: 18, 19, 20, 21, 22), and the items are in the 5-point likert type of rctcs. the average score ranges obtained in rctcs; 1.00/1.80=very low, 1.81/2.60=low, 2.61/3.40=medium, 3.41/4.20=high, and 4.21/5.00=very high. the fit indices obtained from the confirmatory factor analysis (cfa) results in the adaptation study conducted by bayer and özcan (2014) 1410 pre-service teachers in 8 universities rmr=.10, rmsea=.08, gfi=.90, agfi=.80, nfi=.95, cfi=.92, x2/sd=2.3. the internal consistency coefficient (cronbach’s alpha) values for the reliability analysis were found to be between .76 and .89 in the sub-dimensions. in this study, cfa was applied to test the construct validity of rctcs. the obtained dfa results are presented in the figure. figure 1. rctcs cfa results prospective teachers’ reasons for preferring the profession kaya and korucuk 70 no. 25 as a result of cfa, item factor loads should not be below .30 (harrington, 2009). for this reason, in line with the cfa results of rctcs, items 1, 17, 21, and 22 were removed from the scale, since their item factor loads were below .30, and the analysis process was started. to adapt the fit indices of the rctcs to the reference ranges, the items 2-3, 6-7, 10-15, 11-12, 12-13, and 13-14 were combined as shown in the figure. the fit index data obtained as a result of dfa is; χ2/sd=1.830, tli=.90; gfi=.92; nfi=.90; cfi=.91, rmsea=.07; rmr=.10; shaped was found. these data are within reference ranges according to schermelleh-engel, moosbrugger, and müller (2003) and stevens (2001). in other words, the construct validity of the three-dimensional structure of the rctcs was accepted. the internal consistency coefficient (cronbach’s alpha) calculated for the reliability of the rctcs was found to be .72 for the internal causes sub-dimension; .77 for the external causes sub-dimension; .71 for the affected by others sub-dimension and .79 for the whole of the rctcs. according to kılıç (2016), these data show that rctcs is reliable. data analysis to decide which techniques to use in the tests to be applied in the data analysis process, the normality of the data was checked first. for this reason, first of all, the mode, median, mean values, and graphs (q-q plot, box plot, etc.) of the distribution were examined. then, skewness/kurtosis data and normality test results were evaluated. the normality data for all sub-dimensions of rctcs and all are presented in table 2. table 2. normality data of rctcs rctcs kolmogorov-smirnov shapiro-wilk skewness kurtosis statistics sd p statistics sd p internal reasons .104 158 .043 .969 158 ,041 -.105 -.407 external reasons .087 158 .066 .985 158 ,084 -.185 -.427 influenced by others .100 158 .021 .975 158 ,045 .229 -.328 general .087 158 .085 .990 158 ,348 .269 -.070 when the data in table 2 and the mode, median, mean, and graphs (q-q plot, box plot, etc.) of the distribution were evaluated as a whole, it was assumed that the data were normally distributed and for this reason, parametric techniques (one-way analysis of variance (anova) and independent sample t-test) were used in data analysis. the level of significance in data analysis was .05. prospective teachers’ reasons for preferring the profession kaya and korucuk 71 no. 25 findings the first question of the research was “1. what are the reasons for choosing to teach (internal, external, being influenced by others)?” in order to analyze the scale, the mean ( χ ) and standard deviation (sd) values of the scale sub-dimensions and all are given in table 3. table 3. ( χ ) and (sd) values of rctcs rctcs n χ ss level internal reasons 158 4.25 .48 very high external reasons 158 3.32 .78 medium influenced by others 158 2.63 1.06 medium general 158 3.62 .50 high as shown in table 3, pedagogical formation education certificate program students’ mean and standard deviation values of the rctcs sub-dimension are ( ( χ =4.25, sd=.48: very high) in the internal reasons sub-dimension, ( χ =3.32, sd=.78: moderate) in the external reasons sub-dimension, influence by others subdimension ( χ =2.63, sd=.50: moderate) and overall scale ( χ =3.62, sd=.50: high). these data reveal that the level of pedagogical formation education certificate program students who choose to teach for internal reasons is higher than the level of external and being influenced by others. the second research question was “2. do the reasons for choosing to teach differ according to gender, place of residence, high school, monthly income of the family, education level of the parents, and the order of preference?” the results of the independent sample t-test and anova performed in the solution of the problem are given in tables 4, 5, and 6. prospective teachers’ reasons for preferring the profession kaya and korucuk 72 no. 25 table 4. independent sample t-test results based on gender and order of preference rctcs variable n χ ss. sd. t p g en de r internal reasons female 118 4.30 .43 156 2.262 .025* male 40 4.10 .56 external reasons female 118 3.36 .78 156 .872 .385 male 40 3.23 .77 influenced by others female 118 2.62 1.08 156 -.089 .929 male 40 2.64 1.01 general female 118 3.65 .50 156 1.454 .148 male 40 3.52 .48 o rd er o f c ho ic e internal reasons first 98 4.28 .48 156 1.043 .298 second+ 60 4.20 .47 external reasons first 98 3.34 .83 156 .311 .756 second+ 60 3.30 .69 influenced by others first 98 2.76 1.02 156 2.038 .043* second+ 60 2.40 1.09 general first 98 3.66 .51 156 1.355 .177 second+ 60 3.55 .47 * p<0,05 level of significance. in table 4, it was seen that there was a statistical difference between the reasons why pedagogical formation education certificate program students preferred teaching and their gender and order of preference for their departments. this difference was in the sub-dimension of internal reasons in the gender variable, and it was observed that there was a difference in favor of female students between male students ( χ =4.10, sd=.56) and female students ( χ =4.30, sd=.43). in the order of preference variable, this difference was found in the sub-dimension of being affected by others and between the students whose departments were in the first preference order ( χ =2.76, sd=1.02) and the students who were in the second or higher order of preference ( χ =2.40, sd=1.09) in favor of the students whose departments were in the first preference order. table 5. anova results based on place of residence, high school, and monthly income prospective teachers’ reasons for preferring the profession kaya and korucuk 73 no. 25 rctcs variable n χ ss. sd. sq. mean f p difference internal reasons city centre (1) 88 4.18 .49 g. i̇çi 155 .22 2.395 .095 --district centre (2) 36 4.32 .47 town-village (3) 34 4.36 .41 g. ar. 2 .53 external reasons city centre (1) 88 3.15 .75 g i̇çi 155 .57 5.069 .007* 2>1. 3>1 district centre (2) 36 3.56 .84 town-village (3) 34 3.52 .68 g. ar. 2 2.89 influenced by others city centre (1) 88 2.52 1.06 g. i̇çi 155 1.12 1.006 .368 --district centre (2) 36 2.74 .99 town-village (3) 34 2.78 1.13 g. ar. 2 1.13 general city centre (1) 88 3.50 .48 g. i̇çi 155 .23 5.749 .004* 2>1. 3>1 district centre (2) 36 3.76 .46 town-village (3) 34 3.77 .50 g. ar. 2 1.33 internal reasons general high school (1) 39 4.36 .49 g. i̇çi 155 .22 2.304 .103 --anatolian high school (2) 85 4.17 .48 other high schools (3) 34 4.29 .39 g. ar. 2 .51 external reasons general high school (1) 39 3.30 .82 g i̇çi 155 .60 .085 .918 --anatolian high school (2) 85 3.34 .74 other high schools (3) 34 3.28 .80 g. ar. 2 .05 prospective teachers’ reasons for preferring the profession kaya and korucuk 74 no. 25 influenced by others general high school (1) 39 2.68 1.02 g. i̇çi 155 1.13 .425 .654 --anatolian high school (2) 85 2.66 1.02 other high schools (3) 34 2.48 1.18 g. ar. 2 .48 general general high school (1) 39 3.67 .51 g. i̇çi 155 .24 .278 .757 --anatolian high school (2) 85 3.60 .48 other high schools (3) 34 3.60 .50 g. ar. 2 .06 internal reasons 0-5.000try (1) 53 4.09 .48 g. i̇çi 155 .22 2.754 .047* 2>1, 2>3 5.001-10.000 try (2) 64 4.35 .48 10.001+ try (3) 41 4.05 .41 g. ar. 2 .61 external reasons 0-5.000 try (1) 53 3.15 .72 g i̇çi 155 .58 3.254 .041* 2>1, 2>3 5.001-10.000 try (2) 64 3.50 .75 10.001+ try (3) 41 3.20 .82 g. ar. 2 1.90 influenced by others 0-5.000 try (1) 53 2.73 1.12 g. i̇çi 155 1.13 .492 .612 --5.001-10.000 try (2) 64 2.60 1.02 10.001+ try (3) 41 2.52 1.04 g. ar. 2 .55 general 0-5.000 try (1) 53 3.44 .48 g. i̇çi 155 .24 2.926 .037* 2>1, 2>3 5.001-10.000 try (2) 64 3.73 .48 10.001+ try (3) 41 3.43 .50 g. ar. 2 .70 * p<0,05 level of significance. table 5 shows that there are statistically significant differences between the reasons why pedagogical formation education certificate program students prefer teaching and their place of residence and income. tukey test was applied to determine the orientation of the differences within the group. as a result of the tukey test; the first of these differences was in the dimension of external causes in the settlement variable, prospective teachers’ reasons for preferring the profession kaya and korucuk 75 no. 25 and students living in the city centre ( χ =3.15, sd=.75) and the students living in the district centre ( χ =3.56, sd=.84) and town-village ( χ =3.52, sd=.68) in favor of students living in the district centre and town-village. another difference in the settlement variable belonged to the whole of the rctcs, and similar to the external causes sub-dimension, students living in the city centre ( χ =3.50, sd = .48) compared to the district centre ( χ =3.76, sd = .46) and town-village ( χ = 3.77, sd=.50) were in favor of students living in the district centre and town-village. in the sub-dimension of internal causes in the income variable, students with an average income of 5.001-10.000 try ( =4.35, sd=.48) and 0-5.000 try ( χ =4.09, sd=.48) and 10.001+ try ( χ =4.05, sd=.41), it was in favor of students with an income of 5.001-10.000 try among students with income. in the sub-dimension of external causes in the income variable, students with an average income of 5.00110.000 try ( χ =3.50, sd=.75) and 0-5.000 try ( χ =3.15, sd=.72) and 10.001+ try ( χ =3.20, sd=.82), it was in favor of students with an income of 5.001-10.000 try among students with income. similar to the sub-dimensions of internal and external causes, the difference reached in the income variable in the whole of rctcs was 5.00110.000 try ( χ =3.73, sd=.48), and students with an average income of 0-5.000 try ( χ =3.44, sd=.48) and 10.001+ try ( χ =3.43, ss=.50) in favor of students with an income of 5.001-10.000 try. there was no significant difference between the reasons why pedagogical formation education certificate program students preferred teaching and the high schools they graduated from. [(finternal reasons(2-155)=2.304, p>.05); (fexternal reasons(2-155)=.085, p>.05); (finfluenced by others(2-155)=.425, p>.05); (fgeneral(2-155)=.278, p>.05)]. prospective teachers’ reasons for preferring the profession kaya and korucuk 76 no. 25 table 6. results of anova-tukey test based on parent education level rctcs variable n χ ss. sd. sq. f p internal reasons illiterate (1) 39 4.36 .46 within groups 154 .21 2.757 .044* 1>3. 4>3 primary school (2) 50 4.20 .45 secondary school (3) 37 4.09 .52 between groups 3 .60 high school+ (4) 32 4.35 .42 external reasons illiterate (1) 39 3.26 .79 within groups 154 .60 .812 .489 --primary school (2) 50 3.22 .87 secondary school (3) 37 3.39 .66 between groups 3 .49 high school+ (4) 32 3.47 .71 influenced by others illiterate (1) 39 2.50 .90 within groups 154 1.16 .512 .675 --primary school (2) 50 2.76 1.29 secondary school (3) 37 2.54 .83 between groups 3 .58 high school+ (4) 32 2.66 1.08 general illiterate (1) 39 3.62 .48 within groups 154 .24 .774 .510 --primary school (2) 50 3.58 .57 secondary school (3) 37 3.56 .44 between groups 3 .19 high school+ (4) 32 3.73 .43 internal reasons illiterate (1) 33 4.24 .56 within groups 154 .23 .188 .904 --primary school (2) 43 4.22 .41 secondary school (3) 36 4.29 .42 between groups 3 .04 high school+ (4) 46 4.23 .50 prospective teachers’ reasons for preferring the profession kaya and korucuk 77 no. 25 external reasons illiterate (1) 33 3.11 .69 within groups 154 .58 2.892 .037* 4>1 primary school (2) 43 3.28 .76 secondary school (3) 36 3.23 .83 between groups 3 1.67 high school+ (4) 46 3.58 .73 influenced by others illiterate (1) 33 2.45 .82 within groups 154 1.11 1.622 .186 --primary school (2) 43 2.87 1.19 secondary school (3) 36 2.41 1.01 between groups 3 1.80 high school+ (4) 46 2.68 1.08 general illiterate (1) 33 3.50 .48 within groups 154 .24 1.413 .241 --primary school (2) 43 3.63 .49 secondary school (3) 36 3.56 .48 between groups 3 .34 high school+ (4) 46 3.72 .51 table 6 shows that there are statistical differences between the reasons why pedagogical formation education certificate program students prefer teaching and their parents’ education levels. tukey test was applied to determine the orientation of the differences within the group. as a result of the tukey test; the first of these differences was in the sub-dimension of internal causes in the mother education level variable. among the students whose mothers were illiterate ( χ =4.36, sd=.46) and those with a high school or higher graduation ( χ =4.35, sd=.42), and those whose mothers were secondary school graduates ( χ =4.09, sd=.52), there were students whose mothers were illiterate and it was observed that there was a difference in favor of students who graduated from high school and above. there was a difference in the sub-dimension of extrinsic causes in the father’s education level variable. it was determined that there was a difference between the students whose mothers graduated from high school or above ( χ =3.58, sd=.73) and illiterate students ( χ =3.11, sd=.69) in favor of students whose mothers graduated from high school or above. prospective teachers’ reasons for preferring the profession kaya and korucuk 78 no. 25 discussion, conclusion and recommendations the first research question of this study, when the mean and standard deviation values of rctcs are examined in the analyzes made to answer the question “1. what are the reasons for preferring teaching (internal, external, being influenced by others)?”; the internal causes sub-dimension is too high; the sub-dimension of external causes and influence by others was moderate; it was concluded that all of the rctcs were high level. this result revealed that the level of pedagogical formation education certificate program students choosing to teach for internal reasons was higher than the level of choice for external reasons and being influenced by others. based on this finding, it can be stated that the pedagogical formation education certificate program students turn to teach with their own will and intrinsic motivation. the second research question of the study was: “2. do the reasons for choosing to teach differ according to gender, place of residence, high school, monthly income of the family, education level of parents, and order of preference?” it was concluded that there was a significant difference between the reasons why pedagogical formation education certificate program students preferred teaching and their gender, and this difference was in favor of female students in the sub-dimension of internal reasons. this result may reveal that female students tend to become teachers for internal reasons more than male students. it was found that there was a significant difference between the reasons why pedagogical formation education certificate program students prefer teaching and the order of preference in the transition to higher education exams. in the preference order variable, a difference was found in favor of pedagogical formation education certificate program students with the first preference order in the sub-dimension of being affected by others. this result reveals that the level of pedagogical formation education certificate program students who prefer teaching in the first place, being influenced by others, is higher than the students with other preference order. based on this result, it can be stated that the pedagogical formation education certificate program students who prefer teaching in higher education in the first place, being influenced by others, have a higher level of preference for teaching than the students with other preference order. it was concluded that there was a significant difference between the reasons why pedagogical formation education certificate program students preferred teaching and the variable of residence, and this difference was in favor of the students living in the district centre and town-village between the students living in the city centre and the students living in the town centre and town-village in the whole of rctcs with the subdimension of external reasons. based on this result, it can be stated that pedagogical formation education certificate program students living in districts, villages, and towns prefer teaching for internal reasons and in general, are higher than students living in city centres. the findings revealed that there was a significant difference between the reasons why pedagogical formation education certificate program students preferred prospective teachers’ reasons for preferring the profession kaya and korucuk 79 no. 25 teaching and their income. in the income variable, it was concluded that there was a difference in favor of the students with an income of 5.001-10.000 try between the students with an average income of 5.001-10.000try and those with an income of 0-5.000 try and 10.001+ try in all of the internal causes, external reasons and rctcs. this result can reveal that pedagogical formation education certificate program students who have an income of 5.001-10.000 try, which can be expressed as middle-income level with current figures, are higher than students with low income (0-5.000 try) and high income (10.001+ try). there was a significant difference between the reasons why pedagogical formation education certificate program students preferred teaching and their mother’s education levels. it was found that there was a difference in favor of the students. in other words, it was concluded that the pedagogical formation students whose mothers are illiterate and the pedagogical formation students who graduated from high school or higher were more likely to choose teaching due to internal reasons than the students whose mothers were secondary school graduates. there was also a significant difference between the reasons why pedagogical formation education certificate program students preferred teaching and their father’s education levels. in the sub-dimension of external causes, it was concluded that there was a difference between the students whose mothers graduated from high school and above and those who were illiterate, in favor of the students whose mothers graduated from high school or above. this result shows that the pedagogical formation education certificate program students whose fathers were high school graduates or above were more likely to choose to teach for external reasons than those whose fathers were illiterate. in addition to these results, it can be stated that there is no significant difference between the reasons why pedagogical formation education certificate program students prefer teaching and the high schools they graduated from. when the results obtained in this study were evaluated in general, it was seen that the level of pedagogical formation education certificate program students choosing to teach for internal reasons was higher than the level of choice for external reasons and being influenced by others. in other words, it can be stated that the pedagogical formation education certificate program students turn to teach with their own will and intrinsic motivation. in addition, it was found that female pedagogical formation education certificate program students chose to be a teacher for internal reasons higher than males; pedagogical formation students, who were the first choice of teaching, had a higher level of choosing teaching due to external reasons than the students who have second+ preference; pedagogical formation education certificate program students living in districts, villages and towns preferred teaching for internal reasons and generally were higher than students living in provincial centres; it was found that the pedagogical formation education certificate program students with an income of 5.001-10.000 try preferred to be a teacher, higher than the students with an income of 0-5.000 try and 10.001+try; pedagogical formation education certificate prospective teachers’ reasons for preferring the profession kaya and korucuk 80 no. 25 program students whose mothers were illiterate and graduated from high school or above had higher levels of choosing teaching due to internal reasons than students whose mothers were secondary school graduates; pedagogical formation education certificate program students whose fathers graduated from high school or above were higher than students whose fathers were illiterate. it was concluded that there was no significant difference between the reasons why pedagogical formation education certificate program students prefer teaching and the high schools they graduated from. in the examinations and evaluations made in the domestic and foreign literature, it has been understood that there are results consistent with those obtained in this study. the study conducted by özbek, kahyaoğlu, and özgen in 2007, the study conducted by zounhia, chatoupisi, amoutzas, and hatziharistos in 2006, and the study conducted by buldur, keskin, and börekçi in 2021, it was determined that the participants turned to the teaching profession for internal reasons. in the study conducted by yiğit in 2018, it was determined that the professional preferences of teacher candidates were realized for internal reasons, influenced by others, and external reasons, respectively. in the study by bursal and buldur in 2016, the study by bruinsma and jansen in 2010, the study by özsoy, özsoy, özkara and memiş in 2010, the study by özbek, kahyaoğlu and özgen in 2007 and hellsten and pyrtula in 2011, it was seen that the reasons for choosing the teaching profession of female and male teacher candidates differed in favor of women. in the study carried out by türkdoğan in 2014, significant differences were found between the reasons for the professional preferences of the teacher candidates and the gender and education levels of the parents. there are also studies in the literature that have different results from the results obtained in this study. in the study conducted by saban in 2003 and the study conducted by özsoy, özsoy, özkara, and memiş in 2010, it was observed that the participants preferred the teaching profession for external reasons and being influenced by others. in the study conducted by bursal and buldur in 2016, it was determined that the reasons for the professional preferences of the teacher candidates were respectively (in order of importance) being influenced by others, internal and external reasons. in the study conducted by çetin in 2012 it was understood that the participants preferred the teaching profession for external reasons. in the study conducted by the same writers in 2010, no significant difference was found between the reasons for choosing the teaching profession of the participants and their gender, income, and place of residence. in the study conducted by mackenzie in 2013 and the study conducted by övet in 2006, it was found that the career preferences of teacher candidates did not change according to gender; in the study conducted by aydın in 2011, it was seen that the professional preferences of teacher candidates did not differ according to gender, income, and place of residence. based on the studies conducted in turkey and other countries in the literature, it has been seen that the results obtained in this study can be supported by similar studies of national and international nature. however, it can be seen that different prospective teachers’ reasons for preferring the profession kaya and korucuk 81 no. 25 results are obtained from the results obtained in some studies carried out especially in the foreign literature. one of the reasons for achieving different results from the literature in the study can be cited as not collecting data directly from students or teachers receiving teacher education and obtaining data from teacher candidates who get teacher education through pedagogical formation courses (certificate programs) in addition to undergraduate education. suggestions developped in line with the results of the study can be listed as follows: • considering that the professional success achieved due to internal reasons is higher than the professional success achieved due to external reasons and being influenced by others (watt & richardson, 2008, p.424), it can be suggested to switch to teacher selection models in which students who turn to teach due to internal reasons can be chosen in teacher selection. • since it is determined in the study that female pedagogical formation education certificate program students’ level of choosing to teach for internal reasons is higher than that of males, it can be suggested that males’ internal orientation towards teaching should also be supported. • it can be stated that it is thought-provoking that the pedagogical formation education certificate program students, who are the first choice of teaching in the study, have higher levels of choosing teaching due to external reasons than the students who have the second + preference. for this reason, it can be suggested to carry out studies that will enable the students, who are the first choice of teaching, to make these choices due to external reasons, and to make their choices due to internal reasons. • in the study, it was seen that the pedagogical formation education certificate program students with a medium income level of preference for teaching were higher than those of the students with low and high-income level students. for this reason, it can be suggested to investigate the reasons why the lower and upper-income groups have lower levels of choosing teaching as a teacher. • in the study, it was seen that the level of pedagogical formation education certificate program students who live in districts, villages, and towns was higher than the students living in city centres. for this reason, it can be suggested to carry out activities such as seminars and career days to inform the students who will take the university entrance exams in the city centres about the teaching profession. • since the education levels of the parents can affect the level of choosing to be a teacher it can be suggested that students with disadvantaged parents in terms of their parents’ education level should be able to access a deeper guidance service in their career choice. prospective teachers’ reasons for preferring the profession kaya and korucuk 82 no. 25 • it may be recommended to conduct studies examining other demographic variables and differentiation levels that are not covered in this study and to conduct studies examining the relationship or predictiveness between the reasons for choosing teaching and other variables. • this study was conducted with pedagogical formation education certificate program students. it can be suggested to carry out similar studies with students studying at different levels. • in this study, the survey model, one of the quantitative patterns, was used. to reveal more 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(2007). öğretmen adaylarının öğretmenlik mesleğine yönelik görüşlerinin değerlendirilmesi [evaluation of pre-service teachers’ views on the teaching profession]. sosyal bilimler dergisi, 9(2), 221-232. özsoy, g., özsoy, s., özkara, y., & memiş, a.d. (2010). öğretmen adaylarının öğretmenlik mesleğini tercih etmelerinde etkili olan faktörler [factors that affect teacher candidates in choosing the teaching profession]. i̇lköğretim online, 9(3), 910–921. prospective teachers’ reasons for preferring the profession kaya and korucuk 85 no. 25 saban, a. (2003). a turkish profile of prospective elementary school teachers and their views of teaching. teaching and teacher education, 19, 829–846. schermelleh-engel, k., moosbrugger, h., & müller, h. (2003). evaluating the fit of structural equation models: tests of significance and descriptive goodness of fit measures. methods of psychologicalresearch online, 8(2), 23-74. stevens, j.p. (2001), applied multivariate statistics for the social sciences. uk: taylor & francis. şişman, m. (2012). eğitim bilimine giriş [introduction to educational science]. (10. baskı). ankara: pegem akademi publishing. türkdoğan, s. c. (2014). öğretmen adaylarının öğretmenlik mesleğini tercih etmelerinde etkili olan faktörlere göre mesleki kaygıları [professional anxieties of teacher candidates according to the factors affecting their choice of teaching profession]. (unpublished master thesis). pamukkale university, institute of education sciences, denizli. watt, h. m. g., & richardson, p. w. (2008). motivations, perceptions, and aspirations concerning teaching as a career for different types of beginning teachers. learning and instruction, 18, 408– 428. doi: 10.1016/j.learninstruc.2008.06.002. yiğit, ş. (2018). pedagojik formasyon eğitimi alan ortaöğretim öğretmen adaylarının meslek tercih nedenlerinin bazı değişkenlere göre incelenmesi [examination of the reasons for choosing a profession of secondary school teacher candidates receiving pedagogical formation education according to some variables]. (unpublished master thesis). cumhuriyet university, institute of education sciences, sivas. zounhia, k., chatoupis, c., amoutzas, k., & hatziharistos, d. (2006). greek physical education student teachers’ reasons for choosing teaching as a career. studies in physical culture and tourism, 13(2), 99-108. prospective teachers’ reasons for preferring the profession kaya and korucuk authors associate professor halil i̇brahim kaya completed his doctorate in atatürk university, curriculum and instruction. he became an associate professor in the field of curriculum and instruction. he works as an associate professor at kafkas university dede korkut faculty of education. areas of study can be listed as teacher training, curriculum development, and language education. the author has published articles, papers presented at international meetings and book chapters. e-mail: hikaya75@ gmail.com orcid: https://orcid.org/0000-0002-2436-2829 doctor murat korucuk completed his doctorate in atatürk university, curriculum and instruction. he is currently working as a doctoral lecturer at kafkas university, sarıkamiş higher school of physical education and sports. his research interests are in the areas of flipped learning model, teacher training, learning theories and scale development. the author has published articles, papers presented at international meetings and book chapters. e-mail: muratkorucuk@hotmail.com orcid: https://orcid.org/0000-0001-5147-9865 86 no. 25 how to reference this article: kaya, h. i̇brahim, & korucuk, m. an investigation of prospective teachers’ reasons for preferring teaching as a progression: turkish context: teaching profession, pedagogical formation education certificate program. gist – education and learning research journal, 25. https://doi.org/10.26817/16925777.1504 prospective teachers’ reasons for preferring the profession gist1-2007.indd 90 action research and collaboration: a new perspective in social research and language education yamith josé fandiño the clever man will tell you what he knows; he may even try to explain it to you. the wise man encourages you to discover it for yourself, even though he knows it inside out. revans (1980), quoted in action research, principles and practice, mcniff, 1988, 52 biography abstract the disconnection between what counts as social research (sr) and what serves society’s needs and interests results in a way of theorizing which, while useful, does not integrate theory and practice; a form of social theory that is not embodied in real lives and does not help non-academic people understand their contexts and practices. this disconnection in sr demands a new epistemology, a new way of knowing and doing research that can meet the everyday needs of people living real-life situations. a dialectical paradigm, researching and knowing from experience through intellectual study, can enable people to 91 rethink social theory as a practical discipline oriented towards social renewal. within this perspective, action research (ar) can align social research and teaching to social needs because it creates a space for collaborative reflection about the mutual contrast and integration of many kinds of knowledge systems and the shared design of both the goals and the actions aimed at achieving them. social researchers and language educators could use ar and collaboration to develop legitimate knowledge, promote social change and solve problems, while creating a space for joint reflection and dynamic interaction in language classrooms. resumen la desconexión entre lo que se reconoce como investigación social y lo que le sirve a las necesidades y los intereses de la sociedad produce una manera de hacer teoría que, aunque útil, no lograr integrar teoría y práctica. dicha teoría social no está cimentada en la vida real y no ayuda a los no-académicos a entender sus contextos y prácticas diarios. tal desconexión le reclama a la investigación social una nueva epistemología, una manera nueva de conocer y hacer investigación que le permita dar respuesta las necesidades diarias de la gente en las situaciones reales de sus vidas. un paradigma dialéctico que consistiría en investigar y conocer la experiencia a través de trabajo intelectual podría hacer que los investigadores reconceptualicen la teoría social como un disciplina práctica orientada a la renovación social. dentro de esta perspectiva, la investigación acción puede alinear la investigación social y la enseñanza con las necesidades sociales, porque crea un espacio para la reflexión colaborativa sobre el contraste y la integración de distintas clases de sistemas sociales y el diseño compartido tanto de las metas como de las acciones encaminadas a lograrlas. los investigadores sociales y los profesores de lengua podrían utilizar la investigación social y la colaboración para desarrollar conocimiento legítimo, promover cambio social y resolver problemas a la vez que crean un espacio para la reflexión conjunta y la interacción dinámica en los salones de clase. key words: theory, research, propositional knowledge, dialectical knowledge, social research, action research, collaboration, language education. palabras clave: teoría, investigación, conocimiento proposicional, conocimiento dialéctico, investigación social, investigación acción, colaboración, educación en otra lengua. introduction among other objectives, one of the key missions of universities and academics is the production of high-quality research and the transmission of legitimate knowledge. however, the conventional way universities and academics have for understanding, and producing studies disconnects what counts as social research and knowledge and what serves society’s real interests. this disconnection results in a way of theorizing which, while useful, does not integrate theory and practice; a form of theory that is not embodied in real lives and does not help non-academic people understand their contexts and yamith josé fandiño 92 practices. it is important, then, to rethink the type of research society demands and the type of knowledge people really need. in brief, it is necessary to reconsider the relationship between what social scholars do and what ordinary people want and need. rethinking social research and knowledge in higher education contexts what has until recently been seen as legitimate scholarship in higher education contexts has been generated mainly by academics with a clear orientation to propositional knowledge. according to mcniff (2000), legitimate scholarship has largely taken the form of propositional knowledge, that is, facts and information about phenomena and experience generated by rigorously controlled experimentation, statistical analysis of observed variables and disinterested speculation. propositional forms position people as objects of study, excluding them as knowers; knowledge is seen as an abstract, objective, value-free artifact and research as the application of scientific methods. this dominant rational epistemology encourages social researchers to produce abstract theory, which often has little relevance to ordinary people’s lives in non-academic contexts. it is advisable, then, to use a new scholarship in higher education contexts, which demonstrates a new epistemology, a new way of doing research that could better meet the everyday needs of people in real-life situations. as mcniff states, the focus of scientific enquiry needs to shift from propositional forms of theory that deal with facts and information to dialectical forms of theory that can show how people themselves explain what they do in terms of their own values and intentions. in this new epistemology, people are positioned as active knowers who are responsible for coming to their own insights about the nature of their lives and acting on that knowledge. this new research paradigm entails ideas to make self-reflection and to work out action theories to explain how knowledge is experienced and produced in and through practice in everyday contexts. this reflective emphasis is near the worlds of real-life practice which are messy and unpredictable and which are separated from the sanitized world of abstract thinking. this dialectical perspective can enable scholars to rethink social theory as a practical discipline oriented towards social renewal rather than regard it as a static, conceptual “thing” separated from everyday people’s lives. action research and collaboration 93 social research through action research social research (sr) is meant to understand, enhance and promote social renewal, but this type of knowledge production has great limitations at the university level. according to greenwood and levin (2005), this limitation is due to two main factors. first, sr has a problematic elaboration. a great deal of sr is written in elaborate language that is unintelligible to the subjects of research and to those who want to and can benefit from the findings. second, knowledge conception and production at the university level is still very restricted. the traditional conception of knowledge tends to be grounded in its explicit forms and, consequently, most universities attempt to gain or retain control over knowledge products that are understood to be self-financing and to be good investments: sciences, engineering, parts of economics, and the applied fields of management, and law. thus, obscurity in language and traditional profit-oriented knowledge production limit and restrict the potential of sr to promote social renewal. how, then, could sr promote social renewal and, ultimately, connect the academy and society? greenwood and levin state that action research (ar) can be one way to align university research and teaching to extra-university needs because it deals with real-life problems in context and allows participation by non-university problem owners. because of its real-life contextualization and non-academic participation, ar creates mutual teaching and learning opportunities for university researchers and public participants. if managed skillfully, ar can respond positively to the connection between the public and academic environments in which universities and sr must operate. ar can connect sr, society’s needs, and social renewal mainly because, as greenwood and levin say, it creates a space for collaborative reflection, the contrast and integration of many kinds of knowledge systems, the linking of the general and the particular through action and analysis, and the collaborative design of both the goals and the actions aimed at achieving them. thus, ar is a collaborative arena for knowledge development in which the professional researcher’s knowledge is combined with the local knowledge of the stakeholders in defining the problem to de addressed. together, they design and implement the research that needs to be conducted to understand the problem, and they evaluate the adequacy of what was done. ar can, then, connect social knowledge and society’s needs collaboratively while developing valid knowledge and theory and promoting social change. yamith josé fandiño 94 action research and collaborative reflection central to the ar view of knowledge production is the notion that any research is a collaborative joint understanding of what the problem in focus is, an understanding in which both professionals and problem owners have a say in studying the issue the group will deal with. greenwood and levin also stress the cooperative nature of ar when they refer to it as co-generative inquiry built on professional researcher-stakeholder collaboration aimed to solve real-life problems in context. this collaboration is based on an interaction between local knowledge and professional knowledge, which creates mutual learning and teaching opportunities for researchers and participants and meets the needs for mediated communication and action. but, what exactly does collaboration mean? according to panitz (1996), collaboration is a philosophy of interaction and personal lifestyle where individuals are responsible for their actions, including learning about and respecting the abilities and contributions of their peers. it suggests a way of dealing with people, which respects and highlights individual group members’ abilities and contributions. there is a sharing of authority and acceptance of responsibility among group members for the group’s actions. collaboration ties into the social movement, asserting that group members should base both knowledge and authority of knowledge upon consensus building through cooperation. nunan (1992) states that this perspective brings together a number of disparate philosophical viewpoints and research traditions. these include humanistic education, experiential learning, systemic-functional linguistics, and psychologically motivated classroom-oriented research. wood and gray (1991) state that collaboration occurs when a group of autonomous stakeholders of a problem domain engage in an interactive process, using shared rules, norms, and structures, to act or decide on issues related to that domain. the domain is the issue or set of issues that stakeholders are interested in, such as local traffic congestion or a nation’s economic health. stakeholders may have shared or differing interests in a problem domain and these interests may change over time. some degree of autonomy is required, or else stakeholders “merge” rather than “collaborate.” rules for governing interactions must be implicitly or explicitly agreed upon. acting or deciding is needed to reach a common objective. action research and collaboration 95 social research, action research and collaboration in language education stephen kemmis (1993) states that the educational researchers’ task should involve taking concrete, explicit steps towards changing the theory, policy and practice of educational research, as well as participating in the work of changing educational theory, educational policy and educational practice more broadly. he claims that sr is always (in one way or another) connected to social action and social movement. he distinguishes the connection between sr and social life as intrinsic to research as an activity, not extrinsic, or instrumental, or as a question of the enlightenment of individuals who will later set about changing the world though these things may give clues to important aspects of a deep critical understanding and practice of action research. ar is always related to social action because, as kemmis asserts, it always understands itself as a concrete, practical expression of the aspiration to change the social (or educational) world for the better through the improvement of shared social practices, shared understandings of these social practices, and the shared situations in which these practices are carried out. action research, thus, offers ways in which educators can improve social life through research on the here and now, but also in relation to wider social structures and processes. nunan (1992) claims that in language education, teachers, learners, researchers, and curriculum specialists can collaborate for a number of reasons. they may wish to experiment with alternative ways of organizing teaching and learning; they may wish to create an environment in which everybody teaches and learns from one other equitably; they may simply be concerned with promoting a philosophy of cooperation rather than competition. however, rarely do language teachers use appropriate research methods, tools and techniques to account for the complex interplay between the social/interpersonal and cognitive/intrapersonal dimensions of language teaching, learning, and use from a collaborative perspective. ar can help language teachers, learners, and researchers make a collaborative reflection that leads to an improvement of understanding and experience in language classrooms. language education could definitely use ar to develop legitimate knowledge while promoting positive social change when conducting research in english language teaching classrooms. the obvious starting point would be the use of concrete problem situations in english language teaching classrooms and the development of research questions from yamith josé fandiño 96 a negotiated joint understanding among the teacher, the students and the researcher. starting here, the researcher, the teacher, and the students would accommodate each other and help build a necessary knowledge platform to work through the problem while transforming their own perspectives. this joint effort would bring the diverse bases of their knowledge and their distinctive social locations to bear on a problem collaboratively and to solve a real english teaching problem in context. as a result, ar could help language education research create a space for collaborative reflection and dynamic interaction, which could ultimately bring about social renewal. conclusion conducting research and furthering knowledge are two of the most challenging missions of academics and universities. the most notable challenge has to do with the fact that most theoretical findings do not necessarily help the lay public understand and/or improve their everyday lives, in part because the propositional paradigm of research that has been inherited is abstract, objective, and value-free. to complicate matters, obscurity in language and profit-oriented knowledge production can restrict the role of research and the type of knowledge generated in higher education contexts. the benefits of less propositional and more dialectical forms of theory for sr can be many and varied. most notably, the dialectical paradigm gives researchers and educators the opportunity to integrate theory and practice. this new form of theory is embodied in real lives and helps the non-academic population understand their contexts and practices. in this new epistemology, people are positioned as active knowers who are responsible for making self-reflective inquiries to work out action theories that explain how knowledge is experienced and produced in and through practice in real-life contexts. in such an epistemology, ar can not only align sr and knowledge to extra-university needs, but also create collaborative learning-teaching opportunities for academic and non-academic participants. central to the ar view of knowledge production is the concept that any research is a collaborative joint understanding in which collaboration is taken as a philosophy of interaction and personal lifestyle that respects and highlights individual group members’ abilities and contributions. in language education, teachers, learners, researchers, and curriculum specialists could collaborate through ar methods, tools and techniques action research and collaboration 97 to account for the social/interpersonal and cognitive/intrapersonal dimensions of language teaching, learning, and use. ar could help language educators and researchers develop valid knowledge, promote social change and solve classroom problems while creating a space for collaborative reflection in action. thus, a dialectical perspective can enable researchers and educators to rethink social research as a practical discipline oriented towards the social renewal of people’s real-life contexts and practices. references greenwood, d., and levin, m. 2005. reform of the social sciences and of universities through action research. in the sage handbook of qualitative research. 3rd ed. kemmis, s. 1993. action research and social movement: a challenge for policy research. in education policy analysis archives, vol. 1, no. 1. mcniff, j. 2000. action research in organizations. london: routledge. nunan, d. 1992. collaborative language learning and teaching. london: cup. patniz, t. 1996. collaborative versus cooperative learning: a comparison of the two concepts which will help us understand the underlying nature of interactive learning at http://home.capecod.net/~tpanitz/tedsarticles/ coopdefinition.htm. richards, j., and rodgers, t. 2000. approaches and methods in language teaching. london: cup. wallace, m. 1998. action research for language teachers. london: cup. wood, d. j., and gray, b.1991.toward a comprehensive theory of collaboration. journal of applied behavioral science, 27, 139-162. 139-49. yamith fandiño holds a degree in english philology from the national university. he is currently working as an english teacher and a tutoring coordinator at the centro colombo americano. he also worked with the english programs of unica and the tadeo university. he has taught efl to young and adult learners. he is presently pursuing his master’s degree in teaching at la salle university. his efl research focuses on the development of learning strategies for english students. he has been a presenter at various efl conferences and symposia. e-mail: yamithjose@gmail.com yamith josé fandiño 260 teaching and researching computer-assisted language learning1 beatty, k. (2010). teaching and researching computerassisted language learning. london: pearson education limited. reviewed by: saieed moslemi nezhad arani tefl ph.d. candidate imam khomeini international university, qazvin, iran the prominence of technology has always been booming since computers generated new lanes for human to make use of high-tech for many different purposes. utilizing computers for learning goals, among many, is one of the main concerns followed by educational issues in teaching and learning, especially, of a new language. computer-assisted language learning (call) is known as a 1 received: june 8th 2018/ accepted: novemember 17th 2018 2 saieed91@yahoo.com gist education and learning research journal. issn 1692-5777. no.17 (july december 2018). pp. 260-267. moslemi nezhad-arani no. 17 (july december, 2018) no. 17 (july december, 2018) 261 branch of language studies which focuses on teaching and learning of a new language through applications of computers in language learning contexts. many books, articles, reviews, etc. being published regularly consider one or some issues related to the call. to this, researchers have tried to introduce or evaluate particular application of call in the mentioned field. cameron (1988, p. 15) reasons that “the fact that there are so many different types of call programs in existence illustrates the futility of attempting to define a single set of program principles or structures to fit all situations.” other subordinate technologies interconnected to the computerized exemplar have influenced the teaching practice. for example, information communication technology (ict) “has been integrated within the overall design of the methodology used in the language learning process as a key factor.” (zhang, 2012, p. 8). other similar well-intentioned works can be referred to (holland & fisher, 2008; donaldson & haggstrom, 2006; thomas, reinders, & warschauer, 2013) which consider discussions of series of actions taken as regards the call subject. beatty’s teaching and researching in computer-assisted language learning (2010) is considered as one of the most comprehensive books on defining and reorganizing concept of call into the language education. the following is a review based on beatty’s book, which is highly recommended for a thorough reading and anlisis. the book includes four sections and 10 chapters, together with appendices and a research sample chapter. the author follows a perfect build-up move towards the call question through chapters. he starts from introducing the early concepts of call to the most up-to-date ones. in chapter 1, section 1 named key concepts, beatty tries to give a clear definition of call through presenting the key notion that still there are other terms corresponding to the subject, however, with the same connotation. moreover, he emphasizes on the technology-driven nature of call in which improvements in computer technology, from the hardware to the software, have played roles as tools in pedagogy and research. he conceptualizes that call not only is part of the classroom teaching, it can also be applied complementary to all classroom teaching and learning activities. this distinguishing feature of call has proved its advantages to the teachers in a way they profit its lead in their teaching, assessments, and enhancing programs for students. through the second chapter, a brief history of call is given. the author portrays call history from the early 1950s to the contemporary times. he lists the hardware and software developments and argues moslemi nezhad-arani no. 17 (july december, 2018) no. 17 (july december, 2018) 262 how the new generation of desktop computers helped teacher-led research. in the early ages, much software developed based on the behavioristic view of language teaching and learning. however, later on, developments in web technologies have devoted new friendly-use generation of learning activities to the language learning classrooms and contexts. chapter 3 with a focus on multimedia introduces hypertext, hypermedia, and multimedia as distinctive features of the computers in presenting things differently and effectively in comparison to traditional or classical teaching and learning materials. however, gradually, because of the universal growth and use of multimedia in learning and online application, research on finding improved and operative impact multimedia may have on learning replaced itself with latest technical innovations towards learning. for example, “the creation of virtual worlds using avatars to represent people in moo-like virtual object situations (see the lost moo library at http://www.hayseed.net/moo) continues to develop in sophistication and in the opportunities they present for interaction.” (beatty, 2010, p. 56). beatty in chapter 4 of his book describes eight call applications such as word processing, games, literature, corpus linguistics, computermediated communication, www resources, adopting materials for call, and personal digital assistants (pdas) and mobile telephones. the key point that he argues in this chapter is the various ways of using call. the author, smartly, highlights that the successful presentation of such applications directly depends on the amount of work teachers and learners allocate to them before language learning begins. that is, as beatty argues, if teacher and learners do not identify or apprehend the application, or it is too complex for them, then irrespective of the delightful advantages of technology in teaching and learning, it will be useless and a waste of time. chapter 5, entering section 2 titled “the place of call in research and teaching”, second language acquisition and models of instruction are discussed by introducing theories of language learning supporting call such as behaviorism, and constructivism. the author defines the programmed instruction and mastery learning following the theories of learning. also, he describes the benefits and deficits of each in view of call software programs and second-language acquisition (sla). beatty elucidates that binary logic feature of computers best fits the behavioristic models of learning. however, he puts forward that constructivism accompanied by schema theory as a specific principle, contrary to the behavioristic view, simplifies collaboration and negotiation of meaning in call models. teaching and researching in call moslemi nezhad-arani no. 17 (july december, 2018) no. 17 (july december, 2018) 263 teaching and researching in call moslemi nezhad-arani in chapter 6, the author pays special attention to the collaboration and negotiation of meaning in call. the chapter gives a definition on collaboration with a focus on other researchers’ definitions of the term. to this end, the author exemplifies collaborative issues recommended by others for enhancing awareness and developing skills, attaining pedagogical objectives, improving literacy, and supporting language acquisition. in addition, he compares the concept of collaboration with other similar perceptions such as cooperative and teamwork to reach a clear and typical definition for collaboration concept, and finally consents himself with the definition from dillenbourgh et al. (1995, cited in beatty, 2010, p. 141), “a coordinated, synchronous activity that is the result of a continued attempt to construct and maintain a shared conception of a problem.” however, his definition brings up the constructivist model of learning, contrary to the expectation that behaviouristic model of learning that is in the same collaborative approach. according to the author, collaboration at the computer level can be supported through discourse. such discourse can illustrate the strategies learners use to report and elude a range of challenges to collaboration. beatty (2010) discusses defining a model for call in chapter 7 in his book. at the beginning of the chapter, the author clarifies the nature of the concept of model in which it refers to the representative of all things possible in a classroom. accordingly, there are also some other limitations towards defining a call model for a classroom since some factors such as lack of money resources, needs for proficient expertise, and absence of enough equipment affect a model for call classroom. despite the fact that user-friendly applications are accessible online, such applications cannot be suitable in proposing a complete languagelearning program. however, one can not ignore their complementary role in helping the teachers in classroom activities. thus, the author magnifies a gap toward a need for a comprehensive call model to help both material developers and evaluators in providing a call model of language-teaching which comprises all essential aspects in a way that the teacher finds himself simply as a facilitator. in the rest of chapter 7, beatty focuses on the scope of variables involved in learning and teaching proposes (dunkin and biddle’s, 1974) model for call. he also clarifies that presage variables, context variables and process variables in a call model are different, but he believes that the so-called model can best match a call course to be a comprehensive model of language-teaching. to this, several views of call are discussed with an emphasis on the activities used in a model of locus of control at the computer. according to this model, activities no. 17 (july december, 2018) no. 17 (july december, 2018) 264 on the part of the learner in a call model can range from little or no control to complete control. that is a move from a behaviouristic approach gradually to a constructivist approach. at the end of the chapter, the author introduces the idea of the virtual classroom on the basis of dunkin and biddle’s model, and he claims that designing a call model engendered from the mentioned model not only can provide a comprehensive call model, also it can act as a kind of virtual teacher. however, beatty takes as granted that reworking dunkin and biddle’s model does not mean a perfect jump, and precautions should be taken since still there are some variables in call that dunkin and biddle’s model never supports. chapter 8 is dedicated to the discussion of the theoretical and pedagogical concerns of call. this chapter begins with the argument of challenging areas in call in which research and studies need to be conducted in order to clarify the practical implications. one of the thought-provoking areas that seems has been one of the main considerations of author, among many others, is introduced as the complications of facing children using the www, proper education as to the nature of problems, and appropriate actions needed to be taken against them. chapter 9 of the beatty’s book builds up on the previous chapter and mostly discusses the current research interests and trends in call. the author believes that a classroom teacher should be a researcher at the same time. that is, a teacher is not only an instructor, also s/ he should analyze the class and students’ needs towards successful course objectives and become ready for conducting any studies to find necessary solutions. learners are also recommended to be much more involved in the research process, contributing perspectives and commenting on findings. the chapter proposes different kinds of research and methodology that can be applicable in a call course model. however, at the closing part of the chapter, action research is highly recommended for teachers in the classroom. the last chapter, chapter 10, is dedicated to the discussions and guidelines in conducting a research in call-based classrooms. the author refers to the different types of studies such as pilot study, corpus linguistics, error analysis, case study, survey, and ethnographic approach that match to the area, and he advocates for the advantages of such studies and their findings in developing, implementing, and evaluating a call model. however, for a suitable call model, one should consider the basic questions of what is needed for a comprehensive call model that can replace the teacher and even the learner’s peers teaching and researching in call moslemi nezhad-arani no. 17 (july december, 2018) no. 17 (july december, 2018) 265 for a successful language-teaching context. however, steps have not still been taken toward designing and assembling a comprehensive and complete call software program for a language to be taught regardless of time and place. at the end, the author recommends that in order to get much closer to the desired complete model, one may consider the things that teachers do best and the things that computers are able to perform best. to sum, the discussed book gives the impression that for designing and implementing a call-based course not only the proposed models of teaching have the applicability to the language teaching field, also it offers some of the main and primary implementation of call into the language teaching classrooms in a way that one may think of them as useful hints to provide supplementary and modern innovative ideas for call practices in language teaching and learning. since it associates the compatibility of call-based models with second-language acquisition models of instruction analytically, and due to the fact that it emphasizes on the role of collaboration and negotiation of meaning in discussing the call-based models, it is highly recommended as a good resource in providing models of call for language teaching courses, especially for children call-based language teaching and learning courses which have not been studied deeply. teaching and researching in call moslemi nezhad-arani no. 17 (july december, 2018) no. 17 (july december, 2018) 266 references beatty, k. (2010). teaching and researching computer-assisted language learning. london: pearson education limited. cameron, k. (1988 ). computer-assisted language learning: program structure and principles. oxford: intellect books. donaldson, r. p., & haggstrom, m. a. (2006). changing language education through call. new york: routledge. holland, v. m., & fisher, f. p. (2008). the path of speech technologies in computer assisted language learning: from research toward practice. new york: routledge. thomas, m., reinders, h., & warschauer, m. (2013). contemporary computer-assisted language learning. london: bloomsbury academic. zhang, f. (2012). computer-enhanced and mobile-sssisted language learning: emerging issues and trends. canberra: information science reference. teaching and researching in call moslemi nezhad-arani no. 17 (july december, 2018) no. 17 (july december, 2018) 267 author *saieed moslemi nezhad arani is a tefl ph.d. candidate at imam khomeini international university, qazvin, iran. he received a bachelor’s degree in english language translation studies from aran & bidgol payame noor university, and a tefl master’s degree from sistan and baluchistan university in zahedan, iran. he has published numbers of articles in tefl studies, and participated in several conferences with the main interest towards discourse analysis, corpus analysis, and computer assisted language learning. teaching and researching in call moslemi nezhad-arani no. 17 (july december, 2018) no. 17 (july december, 2018) 88 the logic of sense incorporated to the notion of inquiry as an orientation for learning: two classroom experiences1 la lógica del sentido incorporada a la noción de investigación como una orientación para el aprendizaje: dos experiencias en el aula. gonzalo camacho vásquez2* universidad del tolima abstract a reflection about two classroom experiences is presented in the attempt to incorporate the logic of sense into the notion of inquiry for learning. the author used the method of experimentation introduced by deleuze and guattari, who based its principles on philosophical conceptions by baruch spinoza. the first experience is conducted with students from the subject called reading and speaking workshop from the ba in english teaching at tolima university. the researcher designed a reading protocol which, in an initial stage, allowed students to comprehend the texts assigned for the class. afterward, this protocol enabled students to reach levels of application and evaluation through the formulation of questions based on the series of the logic of sense. the second experience was carried out with students from the masters in english didactics from the same university. the same reading protocol format was used; but, this time the questions constructed let students envision perspectives in the design of new curricular proposals. key words: experimentation, innovation, inquiry for learning, logic of sense. 1 received: november 5, 2016/ accepted: april 28, 2017 2 gcamachov@ut.edu.co camachogist education and learning research journal. issn 1692-5777. no.14. (january june) 2017. pp. 88-106. no. 14 (january june 2017) no. 14 (january june 2017) 89 resumen se presenta una reflexión en torno a dos experiencias de aula en las que se incorpora la lógica de sentido a la noción de indagación en el aprendizaje. el autor utiliza el método de experimentación, propuesto por deleuze y gauttari, y el cual a su vez se basa en principios filosóficos de baruch spinoza. la primera experiencia se realizada con estudiantes de la asignatura taller de lectura y conversación, perteneciente al programa de licenciatura en inglés de la universidad del tolima. el investigador diseña un protocolo de lectura para desarrollar inicialmente niveles de comprensión de los textos asignados para la clase. posteriormente, los estudiantes alcanzan niveles de aplicación y evaluación a través de la formulación de preguntas basadas en las series de la lógica del sentido. la segunda experiencia se aplica con estudiantes de la maestría en didáctica del inglés. el mismo formato de protocolo, utilizado con estudiantes de pregrado, es aplicado; pero, esta vez las preguntas formuladas permitieron visualizar perspectivas en el diseño de nuevas propuestas curriculares palabras claves: experimentación, innovación, indagación para el aprendizaje, lógica del sentido resumo é apresentada uma reflexão ao redor de duas experiências de sala de aula nas que se incorpora a lógica de sentido com relação à noção de indagação na aprendizagem. o autor utiliza o método de experimentação, proposto por deleuze e gauttari, o qual ao mesmo tempo se baseia em princípios filosóficos de baruch spinoza. a primeira experiência é realizada com estudantes da disciplina oficina de leitura e conversação, que pertence ao programa de licenciatura em inglês da universidade do tolima. o pesquisador desenha um protocolo de leitura para desenvolver, em princípio, níveis de compreensão dos textos designados para a aula. logo, os estudantes alcançam níveis de aplicação e avaliação através da formulação de perguntas baseadas nas séries da lógica do sentido. a segunda experiência é aplicada com estudantes do mestrado em didática do inglês. o mesmo formato de protocolo, utilizado com estudantes de graduação, é aplicado; mas, dessa vez as perguntas formuladas permitiram visualizar perspectivas no desenho de novas propostas curriculares. palavras clave: experimentação, inovação, indagação para a aprendizagem, lógica do sentido camacho no. 14 (january june 2017) no. 14 (january june 2017) 90 introduction “en vez de preguntar y responder dialécticamente, hay que pensar problemáticamente” (foucault, 1995, p. 27) knowledge at school seems not to be constructed, or even contradicted. it is, most of the times, assumed as a product, which students need to learn. in this way, questions are most of the time a kind of mechanism that enables the assimilation of preestablished knowledge. they function as a strategy that enables to confirm the pure comprehension of the theory (dialectical thinking in the words of foucault). for this french philosopher, questions should go beyond comprehension (foucault, 1995). they should envision problems, which are understood as a possibility to think differently: nowadays, we come across the idea of knowledge as a problem: thinking the unthinkable, emphasize the difference and see the statements as happenings (wiesner s, 1999, p. 10) 3 there have been many attempts to change these dialectical practices. among these attempts, i can highlight: cultural historical activity theory (chat) founded on the bases of vigostkian theory, global citizenship education (gce) which intends to connect education with the idea of forming global citizens through the principles of emancipation proposed by paul freire, and inquiry-oriented curriculum. this reflective article is based on a qualitative study that seeks for new manners of conceiving the concept of “problem” in the perspective of an inquiry-oriented curriculum through the use of the logic of sense (deleuze g, 1989). i experimented with the concept of problem proposed by deleuze and guatari in the construction of a learning proposal that changes the dialectical role of questions. the experience was conducted in two groups of students from universidad del tolima: experience 1: the course called reading and speaking workshop. fourth semester b.a. program in english teaching. experience 2: the course called curriculum: design, implementation and evaluation, second semester, masters in english didactics. the model was applied to both groups with different purposes. the data collected was analyzed in terms of the possibility of conceiving an inquiry-oriented curriculum. translated by the author for publication purposes. the logic of sense as an orientation for learning camacho no. 14 (january june 2017) no. 14 (january june 2017) 91 literature review the notion of “problem” for the logic of sense in order to understand the concept of problem for deleuze (1989), we need firstly to elucidate the images that people commonly have about the concept of “problem”. most of the times, a problem is seen as an obstacle. it is frequently associated with a solution. if a problem exists, there must be a solution; or at least we need to look for one. for the logic of sense, a problem does not necessarily imply a solution. when a problem finds a solution, it dies, it is not a problem anymore. from this perspective, the problem seems to have a positive connotation. deleuze (2005) understands the problem as the crossing of three series: the series of concepts, which is composed by images and ideas; the series of questions, and the series of happening or events. figure 1: the problem for the logic of sense according to this model, problems do not exist they are constructed through questioning the concepts inside the discourse: problems and questions are not defined according to lack. it is not that subject does not know something and therefore has a problem and asks questions. instead, problems determine objects and cannot eliminate the problem as determining, since the evolution and genesis of objects, their singularities and signs, are determined by the problem. so, in the same way that instances problems and generating questions for a body of knowledge allow it to be understood better, the problem and questions are a positive aspect of the object rather than a lack or insufficiency to be negated and eliminated (williams, 2013, p.88) the logic of sense as an orientation for learning camacho no. 14 (january june 2017) no. 14 (january june 2017) 92 as a result, concepts are made of images or ideas that need to be contradicted by means of questions that become new possibilities, new ways of seeing. they are made of paradoxes that allow us to turn the concepts around. a question is problematic when it makes us see a happening; but a happening is not what commonly occurs in daily life; on the contrary, a happening is an accident, a turning point in our lives, a possibility, a proposal, a new state, a new dimension. inquiry as an orientation for learning gordon wells (2002) presents an interesting approach to what inquiry means in the organization of a curriculum. through clear examples, he lets us realize on the importance of questions in the establishment of problems that define not only the content of a syllabus, but also the sequence of learning by considering the singularities and interests of learners. in a typical lesson about the time, beyond learning how time is measured, students question the same essence in the idea of measuring time: why is it necessary to measure time? how did ancient civilizations keep track of time? could there be other ways of measuring time? the notion of time is something that everyone assumes as a fact, without hesitating or doubting it. inquiry as an orientation takes students to the field of questioning notions that we assume as part of our daily routines. we use time every day, but we never think about it: can time be conceived in a different way? what could happen if an innovative method to measure time were invented? bearing the former idea in mind, we can see the connection of the logic of sense with inquiry as an orientation for learning: both of them expose students to think the unthinkable. with regards to the learning and teaching act, for wells (2002), problems have the following characteristics: 1. they may be spontaneous; they need to be opened to unplanned situations. 2. they are social constructions and as such have to be understood from the perspectives of cultural historical activity theory (chat) 3. they arise in the course of ongoing activities in which students are affectively and intellectually engaged. 4. they have no single correct answer; nevertheless, a solution has to be constructed for the participants to be able to continue to act effectively and responsibly. the logic of sense as an orientation for learning camacho no. 14 (january june 2017) no. 14 (january june 2017) 93 m. foucault and gilles deleuze would disagree with the fourth characteristic of problems stated by wells in the sense that the reason of being in the problem is the problem itself and not the solution: problems as complex themes resist a seventh postulate of the image of thought whereby truth and falsity are said to apply solutions of problems rather than to problems themselves. there are no technical, practical or theoretical solutions to problems that finally dispel their capacity to regenerate and raise novel questions and challenges (williams, 2013, p 139) in other words, it is the problem the one that keeps the mind looking for new alternatives; some of them become happenings when they are in the way of innovation. methodology research design i applied experimentation as a method (lichilín, 1999, p 16-18) in the sense that the philosophical foundations on the logic of sense were incorporated to the notion of inquiry oriented learning and teaching. in the first experience, the logic of sense was applied in the subject of reading and speaking workshop from the b.a. program in english teaching through the creation of a reading protocol (appendix a) that problematized concepts in the text that were part of the syllabus. the reading protocol asked students in item 5 to make problematic questions based on the contents of the text. these questions must accomplish the conditions presented in figure 1. in the second experience, students from the masters in english didactics used the logic of sense as part of the procedure to design an innovative curriculum proposal. as lichilín (1999) says, experimentation as a method is not the same as the experimental method from research traditions. the latter aims at scientifically demonstrating the effectiveness of a research variable by applying it to an experimental group in reference to a control group that is not intervened (griffee, 2012, p. 71-72). the former must be understood as a relation with the plan of immanence in baruch spinoza. for this philosopher, a thing is not defined by its form, its organ, its function, its substance or its subject, but because of its velocity, affective states and dynamic charges (deleuze, 1988) in this order of ideas, the research problems for experimentation would be located in the realm of immanence or consistency. that is to say, changes that transform an established state of things are those that the logic of sense as an orientation for learning camacho no. 14 (january june 2017) no. 14 (january june 2017) 94 affect its essence; while a change that modifies, the form belongs to the realm of organization or extension. deleuze (1998) gives a typical example of the two planes when he says that the change from the result of pouring a jar of water into two cups is in the plane of extension, while boiling a jar of water and pouring it into two cups will not result in 50 degrees celsius each. temperature is a quality that cannot be subdivided. figure 2: experimentation as a method: the extensive and the intensive planes from this assertion, we can tell that real changes in education will not occur in the extensive plane: when more desks are put into a classroom, more rooms are built in a school or more teachers are trained; but in the intensive plane: when there is a relation of affection with knowledge that moves a community to learn. in this sense, the question that leads the conducted research study is located in the intensive plane, since it wants to affect students’ perception of knowledge through the idea that this is not a universal truth legitimized by its scientific denomination, but a singular act that becomes a creation of mind, when knowledge is contradicted: what could happen when the notion of problem taken from the logic of sense is incorporated to an inquiry oriented learning experience? what new insights will students be able to see in the reading texts when questions are created to contradict the authors’ concepts through the use of the logic of sense? the logic of sense as an orientation for learning camacho no. 14 (january june 2017) no. 14 (january june 2017) 95 learning experiences two learning experiences were designed for the two groups of students already described. experience 1: a reading protocol the aims of this tool were firstly to ensure comprehension of the texts that were part of the syllabus of this subject; and secondly to lead students to inquire on the content of these texts through the application of the logic of sense. the protocol consisted of 5 steps: title, author(s), key words, thinking map and problematic questions. the first three parts were intended for students to identify the texts, the thinking map enabled the comprehension of the texts through the organization of information according to the purpose of the author(s). thinking maps consist of eight established maps, each one of them connected to the development of a mental skill (see appendix b). students were trained in the identification of each map, and the association of them to the purpose of the reading passage. that is to say, in the text called “teaching esl vs teaching efl. principles and practices” by daniel krieger (2005), and as the author describes similarities and differences, the proper map to use from the eight proposed by thinking maps is a double bubble map (yeager and hyerle, p. 37) finally, the problematic questions were constructed by using the following model: the author says/establishes/asseverates that “ ”; however/nevertheless, what could happen if/ what if/ how could it be ? the model to construct the question corresponds to the three series proposed by deleuze in the logic of sense: the series of concepts, which is composed by images and ideas, the series of questions, and the series of happenings or events (see figure 1) experience 2: a model for designing an innovative curriculum proposal as a final project of the course called curriculum: design, implementation and evaluation, students were required to design an innovative proposal and present it at the end of the semester in a poster session. the proposal was based on a needs analysis conducted at the institutions where the ma candidates worked and it had to consider the logic of sense as an orientation for learning camacho no. 14 (january june 2017) no. 14 (january june 2017) 96 the main concepts constructed during the development of the course. it could be related to any of the curricular elements or combination of them, such as: syllabus design, methodology, materials, or evaluation. designing an innovative curriculum proposal is not an easy task and the hardest part seemed to be: “how to guide students to construct a problematic question that let them see a clear proposal for the design?” the experience of learning consisted of three stages: 1. students were encouraged to reflect on their teaching and learning habits and beliefs by reading and discussing the text “examining our beliefs and practices through inquiry” by kathy g. short and carolyn burke (1996). the authors present some change stories to exemplify the ways curriculum may be reformed. in one of these stories the authors show: a belief: as teachers we remain in control of the standards and the communication, mostly by sending home report cards and announcements. a question: how can schooling be a collaborative venture among parents, teachers, and students? a proposal: establish a three-way communication by using exchanging dialogue journals. 2. students were exposed to the idea that an obstacle, a difficulty or scarcity may be an opportunity to see innovative ways of conceiving learning. to achieve this purpose, i showed the group a video entitled “embrace the shake” (2013) in which phil hansen developed an unruly tremor in his hand that kept him from creating the pointillist drawings he loved. hansen was devastated, floating without a sense of purpose. until a neurologist made a simple suggestion: embrace this limitation ... and transcend it. for the purpose of the model, the video was summarized by equating deleuze original triad: figure 3: summary of the video “embrace the shake” the logic of sense as an orientation for learning camacho no. 14 (january june 2017) no. 14 (january june 2017) 97 3. the original triangle proposed by deleuze in the logic of sense was transformed in order to include beliefs and habits that teachers commonly have about the curriculum. these beliefs and habits were questioned by using the base “what could happen if/what if / how would it be?” application the two learning experiences were applied under the following conditions: experience 1: the group of 16 students from the fourth semester wrote 4 reading protocols. each protocol was part of a learning unit that lasted 4 weeks. students wrote protocols on these texts: protocol 1: the role of metacognition in second language teaching and learning (anderson, 2002) protocol 2: tips for reading extensively (ono l, day r, and harsch k, 2004) protocol 3: the teaching tool box. reconciling theory, practice, and language in teacher training course (vanderwoude a, 2012) protocol 4: using the simpsons in efl classes (ruckynski j, 2011) experience 2: the model to design an innovative curricular proposal was administered in the group of 7 students from the second semester of the masters in english didactics during three sessions of 12 hours each. each student designed a curricular proposal that was presented in a poster session and a written report. data collection experience 1 the data from the reading protocol model was collected by using a language portfolio. the problematic questions content in the protocols were taken and analyzed in two moments: one in the middle of the process and the last one at the end of the semester. the purpose of this division was to evaluate the effectiveness of the model in the construction of problem questions and make further decisions on the sequence of learning. the logic of sense as an orientation for learning camacho no. 14 (january june 2017) no. 14 (january june 2017) 98 experience 2 the seven curricular proposals were presented in a written report that included an introduction; the problem question connected to the habits, beliefs and concepts, as well as the happening that resulted from the crossing of the first two series. besides, students presented a poster which contained an abstract of the paper orally. data analysis and interpretation experience 1 students from 4th semester wrote a total of 57 reading protocols: 13 students wrote protocol 1, 14 students wrote protocol 2, 14 students wrote protocol 3, and 16 students wrote protocol 4. as i said before, i divided the total of protocols into 2 groups: the first group comprised protocols 1 and 2, and the second group comprised protocols 3 and 4. these are the results of the first group of questions: figure 4: data from the first group of questions this is the data collected from the second group of questions: figure 5: data from the second group of questions the logic of sense as an orientation for learning camacho no. 14 (january june 2017) no. 14 (january june 2017) 99 as can be seen in figure 5, most of the questions formulated by the group of students included obstacles; nevertheless, after providing extra practice, the number of questions that included a proposal increased an 8%. i can infer that more practice in the use of the model could enlarge the percentage of problematic questions. experience 2 the information of the seven curriculum innovation proposals is presented in the table below: table 1: curricular innovation proposals from the masters in english didactics students results experience 1 in the first group, as it can be seen in figure # 4, most of the questions showed an obstacle instead of a proposal. this is an example of a question as an obstacle that students wrote in their reading protocols: the author explained that activities to work with the simpsons’ show are just thought to be worked in class; however, what could happen if students have already watched the episode we want to use for the class at home? the logic of sense as an orientation for learning camacho no. 14 (january june 2017) no. 14 (january june 2017) 100 this is an example of a problematic question that contains a proposal: the authors say that in order to understand the content of american tv shows like the simpsons, viewers need to be culturally literate; as a result, how could it be a learning unit if a cultural aspect such as political humor is discussed without watching the episode? taking into consideration that most of the students tended to formulate questions that contained an obstacle (false questions in terms of deleuze) i found it necessary to make an intervention in the group in order to make students aware of this phenomenon. i provided further practice in the way problem questions should have been formulated and expected to see the improvements in protocols 3 and 4 (see figure # 5 for analysis of data). experience 2 bearing in mind the notion of logic of sense proposed by deleuze, previously explained in the conceptual background through figure # 1, it was found that 85% of the questions in the curriculum proposals were formulated in terms of providing what gilles (2005) defined as a “happening”: a happening is not what commonly occurs in daily life; on the contrary, a happening is an accident, a turning point in our lives, a possibility, a proposal, a new state, a new dimension. to refer to only one case, at a suba compartir school in bogotá, students are used to having access to a book bank in each classroom. students count on the books, but they are not allowed to solve the exercises or write side notes. this habit is questioned by asking: what could happen if the 21 students from 401 at a suba compartir school designed their own material as a support to work on their everyday english classes? this question takes the problem into a new insight in the moment that the in-service teacher who wrote the proposal sees the possibility of changing the idea that resources, in this case books, are elements that are provided to the teacher and students. instead, he considers the idea of incorporating students’ needs, likes and interests in the design of the material; also, he sees that the learning process starts in the moment when students and parents are involved in the analysis of needs, the development of the materials and the evaluation of the process. the logic of sense as an orientation for learning camacho no. 14 (january june 2017) no. 14 (january june 2017) 101 conclusions after analyzing the two experiences and taking into account the initial research question, the most important findings were: in the formulation of questions, postgraduate students were able to link english teaching with other areas of knowledge and aspects of human dimensions; especially what wells and claxton denominate as the principles of chat. this group of students tend to be more skillful than undergraduate students at linking theory with practice. being in contact with real teaching environments enables graduates to detect cultural needs, habits and beliefs. i also found that setting examples such as the video about “embrace the shake” and formulas like the inquiry triangle enable comprehension and ease the path to get to a problem question; however, examples and formulas tend to minimize students’ mental effort. besides, problems established through the formulation of questions fostered students’ engagement in both groups. this aspect may be an interesting area for further research. students from both groups focused more on solving the task than on being aware of the rules of the language. as a result, language acquisition was unconscious, and reduced levels of anxiety. as an english teacher, i learned that the logic of sense and inquiry as an orientation for learning seem to be a path to be what kumaravadivelu (2003) calls a transformative intellectual: an educator committed with introducing change to the community where he lives. the current study allowed me to see that students struggle with the formulation of problem questions. there is a tendency to make questions that present obstacles more than proposals to the established habits, beliefs or concepts; moreover, most of these obstacles function like “tags” that students use for every question. in this way, these tags become excuses that block any type of change. on the other hand, getting to a problem question demands time and effort from the teacher as well as from students. the effort implies the use of mental capacities and think what have not been thought. students appear not to be prepared to formulate questions and, what is worst, they look like not being exposed to formulate questions before. with regard to language use, proficiency limitations seem to be an obstacle to develop high order thinking skills, which are a requirement to inquire. finally, since this study is in the field of experimentation, little has been said about the use of the logic of sense and inquiry as an orientation applied to language learning, the author of this article the logic of sense as an orientation for learning camacho no. 14 (january june 2017) no. 14 (january june 2017) 102 has carried out other studies where the former method has been used to criticize learning philosophies like the thomas the aquinas pedagogical model (camacho, 2013) and the pedagogical project of tolima university (camacho, 2013). the logic of sense proposed by deleuze may be a valuable research tool to open new insights in the dominant educative discourses, and as a result, propose new ways of conceiving teaching and learning. the logic of sense as an orientation for learning camacho no. 14 (january june 2017) no. 14 (january june 2017) 103 references anderson, n. 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(2013). gilles deleuze’s difference and repetition. a critical introduction and guide. edinburgh: edinburgh university press yeager, c., and hyerle, d. (2007). thinking maps. a language for learning. author *gonzalo camacho vásquez is full-time teacher at universidad del tolima. he holds a ba in language teaching and a ma in education. he has been as an english instructor and teacher trainer for more than 12 years. he participated as an exchange teacher in the united states with visiting international faculty program (vif program). his areas of interest are foreign language teaching didactics, critical thinking and philosophy of education. the logic of sense as an orientation for learning camacho no. 14 (january june 2017) no. 14 (january june 2017) 105 appendix a 1. title: 2. author(s): 3. key words (from 5 to 10) 4. summary of main ideas (use a thinking map) 5. problematic questions about the text the logic of sense as an orientation for learning camacho no. 14 (january june 2017) no. 14 (january june 2017) 106 appendix b thinking maps a language for learning the logic of sense as an orientation for learning no. 14 (january june 2017) no. 14 (january june 2017) 117 motivating english language use by using the benefits of technology1 motivar el uso del idioma inglés a través de las bondades de la tecnología adriana maritza rivera barreto 2* universidad santo tomás, colombia abstract this paper shares the results of a small-scale research project focused on using technology to motivate the use of english. tenth semester students from a university in tunja was the target group to develop the project. it also had as an objective to promote a virtual learning environment to boost english as a foreign language. a field diary, an online forum, a survey, and students’ artifacts were used to gather information in this action research study. findings revealed two categories, firstly, collaborative work to instill motivation which explains why students tend to work better while working in groups and secondly the use of technology to enhance language learning where it is described how the use of technology makes students more confident to learn english. key words: ict, foreign language, collaborative work, motivation resumen este documento comparte los resultados de un proyecto de investigación a menor escala enfocado en emplear la tecnología para motivar el uso de la lengua extranjera inglés. este proyecto se llevó a cabo con un grupo de estudiantes de décimo semestre de una universidad en tunja. este tuvo también como objetivo promover un ambiente virtual para estimular el aprendizaje de una lengua extranjera como el inglés. un diario de campo, un foro, una encuesta y las actividades desarrolladas por los estudiantes fueron usados para recolectar información en esta investigación acción. los resultados revelaron 2 categorías, la primera, trabajo colaborativo para favorecer la motivación 1 received: february 23rd 2017/ accepted: june 5th 2018 2 riveraadriana10@gmail.com gist education and learning research journal. issn 1692-5777. no.16 (january june) 2018. pp. 117-140. riveracritical literacy in a1 students no. 16 (january june, 2018) no. 16 (janaury june, 2018) 118 la cual explica por qué los estudiantes tienden a trabajar mejor en grupos; y en segundo lugar, el uso de tecnología para motivar el aprendizaje de un idioma donde se describe cómo el uso de recursos en línea permite que el estudiante gane confianza e interés por aprender. palabras claves: ict, lengua extranjera, trabajo colaborativo, motivación. resumo este documento compartilha os resultados de um projeto de pesquisa a menor escala, enfocado em empregar ferramentas virtuais de aprendizagem para motivar o uso da língua estrangeira inglês. este projeto foi realizado com um grupo de estudantes de décimo semestre de uma universidade em tunja. o mesmo teve como objetivo empregar tecnologia para incrementar a motivação dirigida à aprendizagem de una língua estrangeira como o inglês. um diário de campo, um foro, uma enquete e as atividades desenvolvidas pelos estudantes foram usados para coletar informação nesta pesquisa ação. os resultados revelaram 2 categorias, a primeira, promover a motivação através do trabalho colaborativo a qual explica por quê os estudantes tendem a trabalhar melhor em grupos; e em segundo lugar, o uso de tecnologia para motivar a aprendizagem de um idioma donde se descreve como o uso de recursos em linha permite que o estudante ganhe confiança e interesse por aprender. os resultados revelaram que, através das oficinas, os estudantes ganharam confiança para aprender inglês. palavras chaves: ict, língua estrangeira, trabalho colaborativo, motivação motivation in english language use and technology rivera no. 16 (january june, 2018) no. 16 (janaury june, 2018) 119 introduction the integration of information and communication technology (ict) in modern life has caused a transformation in fields such as education. in my particular case as a teacher, it is considered important to embrace new virtual tools to support teaching. the lack of appropriate ict in classroom activities and the importance of adopting different teaching strategies highlight the need to increase interest in practicing a foreign language; hence, the objective of this study was to employ virtual learning tools in order to foster motivation in english as a foreign language (efl). the idea of the present research came from three issues: 1. the teachers’ lack of interest or disregard in developing the digital competence of students. 2. the teacher’s reflection and identification of the students’ needs as evidenced in the class. 3. the unsatisfactory experiences of university students while learning english. a potential solution was considered to be the new pedagogical materials offered by the internet which increase interest in learning. data was collected through a variety of research instruments. firstly, a field diary was used in order to record information that was not visible in the written assignments. secondly, students’ artifacts (e.g. written assignments), which showed the use of the virtual learning tools, were collected. lastly, comments on the discussion forum revealed students’ perceptions after employing learning tools to foster their knowledge of english. statement of the problem currently, some teachers of the language department in a university in tunja, give traditional classes, where a book is the main resource used to teach. other teachers use the moodle platform to share links where students can reinforce the language and grammar topics; it means students can autonomously go to the platform and develop exercises on their own. there is no interaction or feedback among the teacher and the students, and therefore their motivation to learn english is low. based on this, the researcher suggested creating a learning environment for tenth semester students from the law faculty, which included the use of technology in the teaching sessions in order motivation in english language use and technology rivera no. 16 (january june, 2018) no. 16 (janaury june, 2018) 120 to answer the question “how might technology contribute to foster students’ motivation in the english class?” literature review in this section, the concepts that were considered in this study were ict, collaboration, computer assisted language learning (call), and motivation. but firstly, it is worth mentioning that some research studies about motivational impacts of ict already exist within a wide range of literature; to start with, there is a study called ¨the influence of ict on learners’ motivation towards learning english¨ undertaken by kreutz and rhodin (2016), which was conducted in a swedish school and investigated whether ict influences students’ motivation and in what way that motivation was affected. in this regard, andersson (2003), cited by kreutz and rhodin (2016), asserts that many students are bored since swedish schools still keep old teaching traditions. the data was analyzed and collected through survey questionnaires and it showed that students’ motivation increased in a positive way while using ict in different lessons in the efl classroom. based on the information provided, this study concluded that ict increases motivation in order to learn another language. on the other hand, the research report entitled ¨the motivational effect of the ict on pupils¨ developed by passey, rogers, machell and mchugh (2004) intended to investigate the impacts of ict on pupil motivation and consider the ways in which teachers could enhance motivational impact for pupils, therefore, 17 schools from across england were taken as a sample and interviews, observations, and questionnaires were implemented for this study. the findings advised that ict definitely has a positive influence in the majority of students . it was also reported that, within an appealing environment, most pupils enjoyed using ict and teachers widely reported that ict supported learning through teaching. in this case, once again the idea of using technology in the classroom brings positive outcomes to adapt activities with which students could demonstrate their technological competence. to end up, the research entitled ¨the benefits of using ict in the efl classroom: from perceived utility to potential challenges¨ led by azmi (2017) reveals that the use of ict promotes autonomy, motivates learning and helps to better performance in the efl classroom. this was a document review research which considered and examined the literature produced over the last two decades (1990-2014); the review of research documents unveil that the appropriate implementation of ict in the classroom can make the difference. however, the study advise motivation in english language use and technology rivera no. 16 (january june, 2018) no. 16 (janaury june, 2018) 121 the need to plan carefully and set well-defined objectives. moreover, appropriate training in the use of ict is required and the pedagogical planning is crucial to produce satisfactory results. in this case, the review done displays other important issues related to training in the use of ict because it is not just matter of using an attractive tool from a multimedia point but to demonstrate mastery of it to really transform teaching. therefore, the previous studies concerning ict and motivation are relevant to the teaching field and as such they serve as the starting point for the commencement of a similar study, considering the context, content, and participants. accordingly, technology makes part of our daily life, which has contributed to develop social and intellectual skills and, thanks to it, teachers may take advantage to increase motivation to learn a foreign language. information and communication technology from the past, the human being has used different means of communication such as language, symbols, and other tools to transmit and transform information and then establish communication using different technologies as mechanisms to manage, transmit, and process all the information that is created and received. some teachers now tend to propose a new methodology in the classroom and change the traditional class, where there were established customs to develop a class and it was focus on the traditional ¨chalk and talk¨ into an online learning environment as a way to communicate. however, virtual contexts can intimidate other teachers who are used to face-to-face sessions (sarkar, 2012). these teachers may feel reluctant to adopt new teaching strategies ignoring that they could help students to learn more effectively and efficiently. unesco (2002) asserts that one of the main purposes of ict is to unveil what we can do with it to improve education. for this reason, the tools developed on the internet and the recent knowledge model generated by information technologies have produced several impacts on society. then ict looks for new means of how people can communicate, interrogate, make decisions, and solve problems; so to have access to all of the above, professional development in icts is crucial especially for teachers to acquire knowledge and skills that contribute to their work. based on the british educational communications and technology agency , becta (2007) teachers lack competency with modern learning tools and this could be because new teaching strategies have not been fully explored. motivation in english language use and technology rivera no. 16 (january june, 2018) no. 16 (janaury june, 2018) 122 today young people and adolescents have a natural affinity for technology because we can observe them doing up to five tasks at once, such as sending text messages, uploading and downloading videos, watching movies, among other activities. the above leads to a change in the pedagogical model where the apprentice is recognized as the center of the class. in this regard, tapscott (2009) states that a big change happened 20 years ago when the computer, the internet and other technologies appeared along with what is known as the net generation. in this manner, childhood starts to assimilate technology as one environment more and adults become accustomed to it; we can clearly observe how easily teenagers fit into this new environment so that it becomes part of a daily routine of an individual and indicates the need to dominate emerging technologies and change the paradigm people have about the weakness of learning due to age. on the other hand, it can be indicated first, that information and communication technologies have become a tool of daily use for the individual who has in some way become dependent on them for the usefulness that they provide as they facilitate the connection with other learning environments. second, ict provide a variety of devices that increase storage capacity, and third, emerging technologies have provided different means through which the person receives and analyzes all the information they obtain. finally, these emerging technologies such as wikis, blogs, and interactive boards, among others, offer progress to the community despite the barriers that can be identified either from hardware or software, but no matter what these barriers are, because ict demands a transformation of the classroom to have a transcendence in students’ lives and, in this way, change the traditional concept of education. collaborative work collaborative work is the means by which knowledge can be shared and enriched in the academic process; in this way, teachers and students have the possibility to analyze different opinions from different perspectives. oxford (2011) asserts that collaborative learning focuses on ‘social constructivism’ whose purpose is to invite apprentices to take part in a community. then, once the sense of community is created and sensitized, it is essential to offer the apprentices a pleasant environment to potentiate their learning and thereby, the teachers could avoid the absence of commitment. this is where the teacher plays an important role where they must be actively involved in the process of orientation of the apprentices providing them with learning opportunities considering motivation in english language use and technology rivera no. 16 (january june, 2018) no. 16 (janaury june, 2018) 123 their motivations and expectations. hence, bearing in mind the above assertion the most important aspect while working with others to achieve the same goal is that this goal can be reached if there is a guide that assures the group is working in the right direction. additionally, collaborative work requires individual transformation that leads to participation and contribution. blatchfors, kutnick and baines (2007) assert that the relationship among the members of a group plays an important role seeing that it provides a more effective working group, and consequently, an effective classroom context. thus, based on the assertions made by the previous authors, it is stated that smaller groups single–sex or friendship-based relationships with the purpose of exchanging meanings and learning from the same group of friends. consequently, learning can be strengthened through social interaction the role of the teacher is essential for having a meaningful experience. in short, it is necessary to raise awareness about the importance of implementing collaborative tools in the classroom that point to communication and make students active members of a community; therefore, some responsibility must be assigned to students to identify when and where to seek guidance, and reinforce autonomous learning. computer assisted language learning levy (1997) adopted the concept of computer assisted language learning (call) and defines it as the exploration and analysis of the application of computers in the teaching and learning process of language learning. in addition, warschauer (1996) suggests that computer assisted learning offers a wide range of uses for language teaching and mentions that the teacher is in charge of stimulating the practice of the activities through the web, interaction, and research. consequently, training in the use of learning environments is crucial to renew abilities and competencies, considering that technology provide great opportunities to create and present significant contexts to new pupils who come to the classroom with previous competency in technology and are at the forefront in the use of virtual learning tools. for the mastery of new technologies, it is necessary to lead the students and increase their interest in learning by using new educational strategies. thanks to call, teachers have the opportunity to implement pedagogical advances and new concepts related to digital competence into practice; likewise, teachers have the opportunity to design materials to improve language learning or to adopt materials by using technology, for example, videos, didactic products, and several tasks considering the learners’ needs. motivation in english language use and technology rivera no. 16 (january june, 2018) no. 16 (janaury june, 2018) 124 lastly, technology has a high potential in the field of language learning and instruction, however, these advances are in an initial state of agreement; higgins (1993) claims that the full development of call in education, among other things, depends on the change in the concept of technology as assistance to instruction for the adoption of technology as a support for learning. motivation considering that motivation influences learning and it is recognized as a fundamental factor for teachers and researchers in any area of study, the teacher’s work is to stimulate and increase students’ interest and help them meet the established goals. dörnyei (2006) states that without sufficient motivation, individuals with extraordinary abilities could not meet long-term goals. in the specific case of learning a language, dörnyei et al. (2016) indicate that a more complex situation is presented due to the nature of the language itself, which involves the incorporation of the culture of a second language (l2); in other words, the student is immersed in a new context to get in touch with the reality of other countries to learn about customs, food, celebrations, and everything that deals with a new culture and that is why the importance of motivating them to use another language other than the mother tongue. in different learning environments, it is possible to identify unmotivated students who are not involved in activities and act in a passive manner by performing tasks that do not make sense to them. based on noels (2009), lack of motivation can be generated by several aspects, for example, when they do not value the type of activity to perform, the feeling of inability to carry out an exercise, or when they underestimate the quality of their work. therefore, it is necessary to study how to address and increase motivation in the students towards the learning of a foreign language as in this case; so there is a need to offer authentic material and contextualize real situations to show the importance of employing another language. additionally, another factor that can influence students’ motivation is the methodology adopted by the teacher where a throwback to the 50s can be achieved and mainly the board and chalk came first. that is why chen (2010) argues that in many ways technology offers a wide variety of tools for teaching and learning without limitations of place or time and due to the aforementioned, today’s student finds it more motivating to learn. consequently, it is crucial that teachers adapt their methodology according to students’ interests and promotes lifelong learning. motivation in english language use and technology rivera no. 16 (january june, 2018) no. 16 (janaury june, 2018) 125 methodology type of study the type of study conducted was action research, which is a kind of research that emerges from the classroom itself. according to sagor (2005), action research is an investigation conducted by someone who is able to take steps concerning their own actions, with the purpose of improving their future practices. he proposes an action research process which consist of four stages: firstly, clarifying your vision/ target, whose purpose is to identify the problem and think about a solution; secondly, articulating your theory, to plan how to achieve the outcome; thirdly, implementing your theory, which means taking action and collecting data; and finally, reflecting on results to see what the data tells and decide how to act on it. research instruments in order to collect the data, a field diary, students’ documents, an online forum, and a survey were used to gather information. the research diary was used to collect information in case the researcher forgot or did not include important details that occurred during a class or specific session, bearing in mind the teacher could reflect on the notes later and state new ideas for future lessons. students’ documents show the process students have followed during a period of time and give the opportunity to check what students create, in this case, activities developed by using virtual learning tools; this contributed to identify their interest in and improvement of the language used. moreover, the forum can be considered as an efficient tool, which contributes to collaborative learning and the construction of knowledge, given that students could comment on each other’s work and receive feedback about their assignment. finally, a survey was applied to obtain more relevant information from students where a few questions are asked. setting and participants for the present study 16 students from the law faculty at a private university in tunja were involved in the project; they belonged to tenth semester and the english classes were taught twice a week. english is currently a compulsory subject which is included in their curriculum, classes are developed taking into account the communicative approach. motivation in english language use and technology rivera no. 16 (january june, 2018) no. 16 (janaury june, 2018) 126 research stages to start executing the study, students were surveyed to identify their insights towards the use of technology to learn english (stage 1); it helped to set out the current study; during the implementation of the small-scale project, the moodle platform let students share their activities and the comments they wrote for their classmates in the forum (stage 2). in this way, the researcher could review students’ performance in every assignment they uploaded (stage 3). eventually, a survey to analyze students’ perceptions after using technology was administered. to end up, the researcher started examining the data by analyzing it and revising theory in order to plan future actions (stage 4). following the third stage offered by sagor et al. (2005), two activities were planned to carry out this study, thus students received a list of virtual learning tools and the topics of the activities were selected based on the content included in the syllabus to respect the requirements of the course and the level; students could work in groups or individually. as mentioned previously, it was important to make an informed choice of ict tools then, the researcher strove to find manageable online tools of easy access and tried to select those resources which could attract students’ attention. the first activity was related to the environment then, students had to create their presentations and once they had the link to the online resource they used, they shared it on the moodle platform. in the discussion forum, students wrote about how appealing the use of virtual tools was and any other perception they had during the development of the first activity. likewise, the students had to comment on each others’ work, and finally, the tutor wrote an encouraging comment for each group to motivate them to keep working. for the second activity, students had the chance to explore some online resources to make a decision about one. finally, they decided to work with mind42 which is free online mind mapping software that lets students collect ideas in a graphic way and visualize connections between different topics. in this case, students created a mind map to foster the topic related to cybercrime and once again they shared the link and participated in the forum. results this study adopted the grounded data analysis approach; hence, the processes of disassembling and reassembling data considered by freeman (1998) were taken into account during the whole process. in general, the data collection displayed two categories. motivation in english language use and technology rivera no. 16 (january june, 2018) no. 16 (janaury june, 2018) 127 category 1: collaborative work to instill motivation this category analyzes the results of how collaborative work instills motivation after employing technology. the data shows that students prefer to work in groups, in terms of organization and content, when they receive support and an objective is set. mcgrath (2003) says that working in groups lets students solve problems which may arise during the development of an activity. when students explored the online resources they felt confused and given this situation, different groups started collaborating among themselves by sharing the easiness of some virtual learning tools and in this way tried to solve which tool could be better to use. subsequently, johnson, johnson & smith (2014) point out the importance of every group member because, as a group, it is crucial to strive hard for encouragement in the completion of a task, hence, they also mention that the purpose is to make each member stronger to perform and complete a given assignment. it can be said that interpersonal relationships among students help with the outcomes that come from collaborative efforts. at the beginning, students explored different online resources to deliver the class assignment and in this way identify which learning tool was the most appealing to use. beforehand, the teacher explored the different online resources and became familiar with them in case the students inquired about how to use the tools and she could lead them in the process of choosing the most interesting. this study also demonstrated that, with the teacher and group’s support, learning is more comfortable; for instance, in the first activity about the environment, students were asked to research an environmental problem our country was facing, to describe the situation, explain it, and illustrate the actions taken to tackle the problem and what colombian law says specifically about the environmental problem. once they had the information, they needed to select an online resource to create their presentation with the information collected. in the following sample, the product created by one of the groups for the first activity is evidenced. the online resource used was piktochart; in this application the user can create infographics, then, graphics, gifts, images, and videos can be included. teamwork was essential, students not only discussed about the presentation, but also about the information; it is evident, students got familiar with the online tool what motivate them to deliver an outstanding assignment. motivation in english language use and technology rivera no. 16 (january june, 2018) no. 16 (janaury june, 2018) 128 figure 1. the crisis water (pérez & moreno, 2014), sample # 1 the sample reveals how this group managed to employ an online tool, what led to discuss what kind of information they could share and at this point language use became important. consequently, blatchford, kutnick, and baines (2007) demonstrated that relationships are fundamental for effective group work because all members can contribute to the group interaction, support each other, and deliver good work on time. although, sometimes students are seated or working in some form of grouping and these groupings probably inhibit learning and the interest to learn. for this reason, group work can be more effective when students have the chance to select the members of the group. the next annotation acknowledges students’ confusion and evidence that students chose the tool based on ease of use; however, it is important to remark the purpose of the study was to employ technology to boost motivation while learning english as a foreign language more than the potential these resources could provide. excerpt no.1 ¨ students look confused and indecisive about what online tool they could choose. some online tools look appealing for them at the first sight but when they explore them students think the online tools are difficult to handle. the teacher tries to lead the different groups and suggest them to see a tutorial about the online tool they want to use. finally, most of the groups agree in the use of calameo because it is easier to use [sic]¨ (teacher’s diary, august 4, 2017) motivation in english language use and technology rivera no. 16 (january june, 2018) no. 16 (janaury june, 2018) 129 once students had finished the assignment, they had to share their link in the discussion forum available in the platform students were using to share their assignments, to answer some questions about the group work, and finally, to express whether the activity was engaging. the purpose of the forum was to make students interested in the activities, receive feedback from their work, as well as encourage them to keep working and improving students’ interaction. below are some comments from the students: excerpt no. 2 ¨.the working group was held according to the thematic view in class and each complement our work [sic]. it is exciting because it offers different tools for sharing information [sic]¨ (forum # 1, activity #1, august 24, 2017) excerpt no. 3 ¨it was very interesting work, where we work as a team and bring each of us with documents that had to do with the theme. this tool motivates us to explore, investigate and interact with new ways to do work of a more dynamic and creative way [sic]¨. (forum # 1, activity 1, august 25, 2017) excerpt no. 4 ¨the work as a group was excellent… the virtual tool motivated us because it´s innovative form, not using the same things, like a pen and paper like it’s common [sic] ¨ (forum # 1, activity 1, august 25, 2017) excerpt no. 5 ¨the work at group was good… it was a motivation to write because we were interested in the way of using the different tools [sic]¨ (forum # 1, activity 1, august 27, 2017) as is evident in excerpts 2, 3, 4 and 5 the experience of using technology is described as interesting and positive thanks to the group motivation in english language use and technology rivera no. 16 (january june, 2018) no. 16 (janaury june, 2018) 130 work. according to the previous information, it was a successful experience that provided the reinforcement of competencies such as technological competence. garcía, basilotta, and lópez (2013) state that collaborative learning methods involve group work among students, and therefore, they help each other to work together to reach the same objective. this also lets us consider the activities from different perspectives and create an environment where students can practice their social abilities and leadership. moreover, it is said that information and communication technology offers the possibility of social intervention to open collaborative environments which allow students to execute the activities planned. a survey was applied as the last instrument of data collection. questions were written in english and students kept the same language while answering them. it helped to support the empathy students experienced by working collaboratively and it provide them confidence and scaffold motivation; the last question was about how different english classes were after using technology to deliver the assignments. excerpts no. 6, 7 and 8 demonstrate that the use of technology increases students’ motivation. excerpt no. 6 ¨rarely we use virtual learning tools because we spend more time reading, english is difficult and technology helps increase interest.[sic]¨ (survey, question # 3, october, 04, 2017) excerpt no. 7 ¨is motivating the use of computational resources in english learning [sic]¨ (survey, question # 3, october, 04, 2017) excerpt no. 8 ¨the virtual tools facilitate the classwork because helps understanding of the topics [sic]¨ (survey, question # 3, october, 04, 2017) hence, it can be affirmed that once an activity is set, it is crucial that the group supports it, considering that it can possess complexity, motivation in english language use and technology rivera no. 16 (january june, 2018) no. 16 (janaury june, 2018) 131 and given its nature, it may require the whole group to work together to achieve the same purpose. on the other hand, it is evident the use of language in students’ writings; the online tools became an excuse to make students learn vocabulary about their program and reinforce grammar structures. importantly, group work took students into a discussion about current environmental problems, what can be considered as a meaningful learning. category 2: the use of technology to enhance language learning the teacher-researcher concludes from the collected data that ict use plays an important role for language learning, given that technology is a source of motivation that helps to capture the interest of students and support learning through teaching. it definitely provides a space to negotiate learning and scaffold language through reading and writing. about the benefits that the technology offers inside the classroom, gordon, wesley, grites (2011) comment that technology is a potential means of producing a positive attitude towards learning. thereby, apart from the emotion that managing a virtual tool can elicit, substantial interest is added, which takes us to new academic experiences; additionally, the teacher needs to know how to manage the online tools they propose, in case the students become confused. therefore, the resources must be carefully chosen in order to suit a particular teaching situation and to meet the specific needs of students. technology also lets teachers provide a significant context for the communicative activities and, in this way, involve students through real and authentic experiences, which favor motivation and the learning process. in the following sample, the development of the second activity is evidenced. it was suggested to use mind 42, because last time students took a lot of time trying to decide what online tool they could employ; therefore, this tool let students create mind maps and was simple to use and fast to learn. they read about cybercrime, types of cybercrime, causes, history, and summarize the information to share it online motivation in english language use and technology rivera no. 16 (january june, 2018) no. 16 (janaury june, 2018) 132 figure 2. students’ artifacts unlike activity # 1, this online resource was considered easier to handle since there are only a few options to create a mind map offered by mind 42. when using this tool, students felt comfortable because they learnt, for example, how to upload an image or delete it in case they wanted to change it. motivation was displayed while developing the assignment because students could master the online resource. however, the teacher’s support helped to solve doubts. based on becta’s ict research network (2003), it is evidenced that ict has a positive effect on students’ learning and strengthens their feelings of responsibility towards their established assignments. likewise, ict boosts independence and motivation for the self-directed learning which allows the teacher to maximize students’ self-confidence and explore new opportunities to improve their pedagogical practice, particularly in the creation of more stimulating and pleasant lessons. once participants did their mind maps, they had to share the link and describe briefly whether the chosen tool was appealing and interesting to know the perceptions and support the idea that ict is convenient for pedagogical practice. the activities planned provided the opportunity to put into practice, students’ writing and reading skills to foster the foreign language. based on the above mentioned, one of the perceptions gained by one of the groups was the following: motivation in english language use and technology rivera no. 16 (january june, 2018) no. 16 (janaury june, 2018) 133 excerpt no. 9 ¨this application is an easy way to understand a text is what your goal, and more importantly shows a specific topic [sic]¨ (forum # 2, september, 18 2017) excerpt no.10 ¨the motivation for using a virtual tool is wanting to make an innovative activity [sic]¨ (forum # 2, september, 18, 2017) excerpt no. 11 ¨the classes were different because one learns to use other learning tools that as a group were unknown, what contributes to the learning of students [sic]¨ (survey, question # 3, october, 04, 2017) considering the previous samples, the members of the groups had a highly positive response when using technology; it is noticeable that students also cared about the content of the assignment by highlighting the importance of understanding it. therefore, it demonstrates that students are fostering the language by using ict and raising interest in developing their other skills and that is why it is fundamental to explore other learning environments which might help teachers. based on harmer (2001), motivation is essential for success; accordingly it is fulfilled in the execution of the second activity because students were not as blank as in the first activity; moreover, their success could not be achieved without working in groups where they had the chance to combine their strengths and learn from one another, bearing in mind that a student can have different abilities in the same area. subsequently, excerpt 12 evidences students’ change of, considering they did not look confused, but sure, while using the online resource. motivation in english language use and technology rivera no. 16 (january june, 2018) no. 16 (janaury june, 2018) 134 excerpt no. 12 t: ¨in the planned activity for today class, students show a more trustful attitude towards the new online tool set to work on unit 2 that is about cybercrime… some groups start asking how to insert a node or images and once the teacher gets closer they seem to have the solution…: [sic] (teacher’s diary, august, 30, 2017) it is demonstrated in the use of the online resource taking into account students’ attitude and skills to solve doubts and understand how to include or delete information. lastly, the results of the first two questions stated in the third research instrument are exposed, which contributed to the data analysis. is it important to include ict in english language classes? figure 3. survey results, question # 1 based on the first question, it is clear that for the 18 surveyed students more than 50% of them consider the incorporation of ict in english class to be very important. this once again demonstrates the positive impact that ict has on the academic performance of a large number of students and the justification for this second category. on the other hand, the 18% of the participants considered the implementation of ict in english classes to be important; they also noticed the pertinence of changing the way in which classes are delivered. bearing in mind the results and considering the context in which this strategy was applied, it is possible to muse on the idea of adopting ict in different language levels. in that regard, frydrychova (2014) mentions that languages teachers try to employ ict in their teaching to make a motivation in english language use and technology rivera no. 16 (january june, 2018) no. 16 (janaury june, 2018) 135 more effective and motivating learning process, that is why he suggests using several web sites to strengthen the different language skills; to keep communication with native or non-native speakers through the use of e-mail, skype, chat, or other web applications and the creation of an online course. additionally, analyzing the answers of the second question: do english language classes change when implementing ict?, all participants are leaning towards a positive attitude, which makes it evident that if one decides to opt for another teaching strategy, the teacher can captivate students in their subject. from the results, the participants’ satisfaction after incorporating technology to boost english language learning is 100%. there were no negative responses. this could imply that students felt motivated and knew that using technology to learn english is at least not a negative change and the classes would definitely change, some of the explanations given by the participants in this same question are revealed. excerpt no. 13 ¨se hace un poco más fácil el aprendizaje y hay mayor acceso a herramientas que contribuyen al enriquecimiento por ejemplo del vocabulario [sic]¨ (survey, question # 2, october, 04, 2017) by using ict, learning seems easier and there is a wider access to online tools which contribute to motivate language enrichment for example regarding vocabulary. excerpt no. 14 ¨si porque las tic brindan nuevos métodos para aprender el idioma, para los estudiantes es una herramienta dinámica y permite una nueva relación entre los estudiantes y el profesor [sic]¨ (survey, question # 2, october, 04 2017) yes, because ict provide new methods to learn a language; for students ict is a dynamic tool which allow a new relationship among students and the teacher. after analyzing excerpts 13 and 14, it can be said there is an interest for the inclusion of new information and communication technologies as a didactic and pedagogical strategy. motivation in english language use and technology rivera no. 16 (january june, 2018) no. 16 (janaury june, 2018) 136 technology permits the development of technological competencies, which allows students to be prepared for the challenges of the modern world; likewise, it helps with the acquisition of vocabulary when the students are performing a given task and increases motivation through the use of technology, providing learning opportunities for the practice of a language. this could indicate that if most of the students have positive attitudes towards ict, the rest could be affected and develop a more positive attitude towards ict. conclusion based on data collection instruments, it is identified that ict motivated students to work collaboratively and they could also foster their language skills through the use if vocabulary related to their program.. when there is commitment to learn and develop an activity, it is because students show a different attitude while developing class activities. technology has made teachers reflect about how to increase students’ interest and how to focus their attention; so, throughout discussions and negotiations students can scaffold their learning and foster critical thinking skills. consequently, the context where learning takes place must be considered bearing in mind the type of learners we have in the classrooms. to boost lifelong learning, and considering students were about to finish their major, i considered that it was important and appropriate to show them how they could keep developing their technological competence by being familiar with some online tools. besides this, it was important that the teacher involved students in activities that caught their attention to empower them in their learning process. the teacher, as a part of any learning process, supports their students to make sure they build their own knowledge, promote autonomy, initiative and creativity. then, in this case, the students were invited to become involved in their own learning process by keeping an active dialogue with the different groups which enhanced collaborative work and fostered language learning. collaborative work was evidenced when the different groups shared their knowledge about the use of the online resources, found new information about the topic proposed in class, but most importantly, strove hard to achieve the same goal, which was to present their final product. subsequently, learning was reinforced through social motivation in english language use and technology rivera no. 16 (january june, 2018) no. 16 (janaury june, 2018) 137 interaction, which had a positive effect while exchanging meaningful experiences. based on the data analysis it is also recognizable that there is a lot to understand about the mixed environments that strengthen not only the foreign language but the use of technology in the learning and teaching practice. in this manner, it can be affirmed that the integration of a foreign language and technology can be generated if they are inside the contents of the area considering the creation of mixed courses through the use of technology leads to an increase in the interest towards learning and reinforces, as in this case, a language as english. motivation in english language use and technology rivera no. 16 (january june, 2018) no. 16 (janaury june, 2018) 138 references azmi, n. 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(ed.). multimedia language teaching (pp. 3-20). tokyo: logos international. retrieved from http://www. ict4lt.org/en/warschauer.htm author *adriana maritza rivera barreto is phd student at universidad pedagógica y tecnológica de colombia, she holds an ma in english language teaching autonomous learning environments from universidad de la sabana and a ma in elearning from universidad camilo josé cela. currently, she is a full time english teacher – researcher at universidad santo tomás – tunja. motivation in english language use and technology no. 16 (january june, 2018) no. 16 (janaury june, 2018) 31 the effects of differentiated instruction on the literacy process of learners with interrupted schooling1 los efectos de la instrucción diferenciada en el proceso de lectoescritura de los estudiantes con escolaridad interrumpida liliana niño santisteban2* colegio cundinamarca, colombia abstract this research study analyzes the literacy and foreign langauge processes of learners in the procesos básicos program. the participants were 15 spanishspeaking children and young adolescents, whose highest level of education was first grade. eight of the 15 children were internally displaced persons (idps), and the others were affected by violence, family issues, and cognitive difficulties. these groups of students attend a public school located in bogotá colombia. most of the students have faced interrupted schooling due to different social factors. as a consequence, there are children of different ages and social backgrounds, including idps, in each classroom. differentiation was used as well as ganag (goal, activating prior knowledge, new information, aplication, generalization) reading formats in both english as a foreign language (efl) and spanish (mother tongue) literacy classes. results show that there was little impact of differentiated instruction on writing production or vocabulary acquisition. however, there was evidence of an impact on reading comprehension when inferring and comparing and contrasting narrative texts. keywords: differentiation, reading comprehension, writing production, vocabulary acquisition, literacy, idps population. 1 received: july 2, 2014 / accepted: october 6, 2014 2 rooster24163@gmail.com gist education and learning research journal. issn 1692-5777. no. 9, (julydecember) 2014. pp. 31-49. students’ responses to the use of songs no. 9 (july december 2014) no. 9 (july december 2014) 32 resumen el estudio analiza el proceso lectoescritor de un grupo de estudiantes de procesos básicos de un colegio público de bogotá, colombia. los participantes fueron 15 niños hisponoparlantes y jóvenes adolescentes, cuyo nivel más alto de educación corresponde a primer grado de primaria. 8 de los 15 niños pertencen a población desplazada y los otros fueron afectados por la violencia, problemas familiares y dificultades cognitivas. estos grupos de estudiantes asisten a una escuela pública ubicada en bogotá, colombia. la mayoria de estos estudiantes ha visto interrumpida su escolaridad debido a diversos factores sociales. en consecuencia, en cada salón de clase existen niños de diferentes edades y estratos sociales pertenecientes a la población desplazada. para intervenir el grupo se usó la instrucción diferenciada, formatos de observación en lectura, escritura y planeación a través de ganac (goal, activating prior knowledge, new information, aplication, generalization), tanto en las clases de lectoescritura como de inglés. los resultados mostraron por un lado, que hay poco impacto de la instrucción diferenciada en la producción escrita y en la adquisición de vocabulario y por otro, que la instrucción diferenciada sí impactó la comprensión lectora especialmente al hacer inferencias, comparar y contrastar textos narrativos los cuales fueron seleccionados para el estudio. palabras clave: diferenciación, comprensión de lectura, producción escrita, adquisición de vocabulario, proceso lectoescritor, población desplazada. resumo o estudo analisa o processo lectoescritor de um grupo de estudantes de processos básicos de um colégio público de bogotá, colômbia. os participantes foram 15 crianças hispano-falantes e jovens adolescentes, cujo nível mais alto de educação corresponde à primeira série do ensino fundamental (no sistema educativo de onze anos). 8 das 15 crianças pertencem à população deslocada e as outras foram afetadas pela violência, problemas familiares e dificuldades cognitivas. estes grupos de estudantes estudam numa escola pública situada em bogotá, colômbia. a escolaridade da maioria desses estudantes foi interrompida por diversos fatores sociais. em consequência, em cada sala de aula existem crianças de diferentes idades e níveis sociais, pertencentes à população deslocada. para intervir o grupo, usou-se a instrução diferenciada, formatos de observação em leitura, escritura, e planejamento através de ganac (goal, activating prior knowledge, new information, aplication, generalization), tanto nas aulas de lectoescritura como de inglês. os resultados mostraram por um lado, que há pouco impacto da instrução diferenciada na produção escrita e na aquisição de vocabulário e por outro, que a instrução diferenciada sim, impactou a compreensão leitora, especialmente ao fazer inferências, comparar e contrastar textos narrativos, os quais foram selecionados para o estudo. palavras chave: diferenciação, compreensão de leitura, produção escrita, aquisição de vocabulário, processo lectoescritor, população deslocada. the effects of differentiated instruction niño no. 9 (july december 2014) no. 9 (july december 2014) 33 introduction statistics are clear about displacement around the world. according to unesco and the national bank (ferris & winthrop, 2010), there are more than 40 million refugees and idps (internally displaced persons), forcibly displaced by armed conflict. of these, more than 4,088,770 displaced persons were colombians by the end of 2013 (the un refugee agency, unhcr, 2013). the united nations protects vulnerable populations with the guiding principle 23, which affirms that all idps must receive assistance and protection from national governments, including education. however, most of the national governments do not do this; only three of the 10 largest idp population countries have drafted laws or policies about idp children or youth: colombia, iraq, and turkey. in terms of education for idps, the national government and individual colombian districts have created programs that determine the level of students who are over the average student age or have been outside the education system. local school authorities, along with a non-governmental organization, dividendo por colombia, deliver elementary and high school programs for vulnerable or displaced populations. this program is divided into two parts: procesos básicos (basic processes) and aceleración (acceleration). the procesos básicos group brings literacy support for children from eight to twelve years old, and aceleración is established for teenagers. in the case of this study, a public bilingual school located in a lower-income neighborhood of bogotá implements both programs. in the morning shift, there is the procesos básicos group. there are 15 children from eight to 15 years old, whose highest level of education is first grade. eight of the 15 children are idps, and the others are affected by violence, as well as family and cognitive problems, which in academic terms means they are struggling readers or find it difficult to read and write because of economic, social and cognitive factors (taylor & ysseldyke, 2007). in a year, children are taught literacy skills and basic arithmetic through the negret method (barreto, 2006), which takes into account piaget’s genetic constructivism, vygotskys’ relationship between socialization and the linguistic act, and teberosky’s classic systems of literacy in order to impact children’s cognitive development. based on that theory, the objectives of reading and writing in procesos básicos are integrating curricular areas, and developing communicative skills in reading comprehension and written production in spanish. english is an additional subject at one of the schools since it is a bilingual school. english is taught in a communicative way to develop the four skills, but the effects of differentiated instruction niño no. 9 (july december 2014) no. 9 (july december 2014) 34 especially listening and speaking as students are learning how to read and write in the mother tongue. after finishing the process in procesos básicos program, children are integrated into regular schooling. however, they still have to face the common problems of reading and writing in both languages, english and spanish. as a consequence, most of the students neither adapt to their new classmates nor to the classroom routines, which is why most of them fail the year or dropout because of behavioral or academic problems. according to tomlinson (1999), differentiated instruction might help these children since it is a process that takes into account the varied needs and strengths of students’ strategies, and it also addresses diversity through adjustments to instruction based on how students interact with the material. gregory and burkman (2011) also take into account the importance of respecting diversity through positive relations between students and teachers, a supportive classroom and innovating instructional strategies for students to perform better in the classroom. in addition, studies reveal that the differentiated instruction approach is successful, particularly in reading-writing, mathematics, and biology (taylor & ysseldyke, 2007). although there is a lot of evidence of the effectiveness of differentiation instruction on increasing students’ success, performance, and motivation by enabling their active participation in the learning process and also in decreasing events of misbehavior, there are no scientific applications or studies of this issue on idps or vulnerable populations in colombia. therefore, there is a need for a study that would examine the effect of the differentiated instruction approach on students’ reading comprehension, vocabulary acquisition and writing performance, as well as on teachers’ behavior and instruction on the procesos básicos group. in line with this aim, the following research question was addressed: what is the impact of differentiated instruction on students’ reading comprehension, vocabulary acquisition and writing performance? to support this question, the following was also asked: what is the role of the teacher in a differentiated classroom? what are the key factors of differentiated instruction? and how can we find evidence of differentiation? the effects of differentiated instruction niño no. 9 (july december 2014) no. 9 (july december 2014) 35 literature review literacy education for refugees and internally displaced persons (idps) literacy is a complex process and is more difficult when learners are facing social, economic and personal traumas due to internal and political conflicts. populations of refugees and idps have dramatically increased around the world. as the school is often in the middle of these conflicts, it has to create solutions for the special needs of these kinds of populations. according to unesco (ferris & winthrop, 2010), displaced persons are those people who have to leave their homes for three main reasons: escaping the effects of conflict, hiding from armed groups, or suffering disruption of economic and social life (barrs, as cited in ferris & winthrop, 2010). additionally, displaced people are divided into refugees and idps. a refugee is defined in the 1951 convention relating to the status of refugees “as a person who, owing to a well-founded fear of being persecuted for reasons of race, religion, nationality, membership of a particular social group or political opinion, is outside the country of his nationality and is unable or, owing to such fear, is unwilling to avail himself of the protection of that country” (ferris & winthrop, 2010, p. 6). although both groups are similar, they have different rights and political status. even though refugees have advantages over idps, they also have to face discrimination, learning a new language, conditions of poverty, and a lack of opportunities in a foreign country. additionally, the governments in charge of refugees are not prepared for fulfilling refugees’ educational, psychological and economical needs (mccarthy & vickers, 2012). today, literacy is considered as a right, and it is also an indicator of social development (unesco, 2005). when parents are poorly educated and there are conditions of poverty, children may have marked difficulties in the literacy process. although the different social backgrounds between the second language learners and the native speakers could negatively affect the literacy process, instruction could narrow this gap. due to the fact that the refugee population has increased in the united states and in other developed countries, it constitutes an extra challenge for teachers since most of the refugee students have had interrupted schooling, are over age, and have low levels of literacy in their first language (gottieb, 2006). this is why teachers have to apply the effects of differentiated instruction niño no. 9 (july december 2014) no. 9 (july december 2014) 36 effective and inclusive instructional strategies that avoid equity gaps and take into account student diversity (gregory & burkman, 2012). among these strategies, there are differentiated instruction strategies that improve students’ learning. “avoiding making assumptions, teaching students how to ask the right questions, allowing students who speak the same language to speak that language in class, making connections in the first language and with the other learning” are some of the strategies suggested by gregory and burkman (2012, p. 25) to accelerate growth and learning in refugee classrooms. there is substantial research on refugee education, and specifically literacy. most studies fall into four broad categories: educational, social, linguistic and psychological. all of them have pointed out refugees’ special psychological and emotional needs (jones & rutter, as cited in sidhu & taylor, 2011). most of the research dealing with educational systems focuses on school policies and teacher training. this kind of research also brings a general perspective of refugee education. macnevin (2012), brown, miller & mitchell (2006), taylor (2008) and howard and taylor (2011) voice similar concerns and findings about teacher training and school policies. in addition, they discuss the importance of school leadership (howard & taylor 2011; taylor 2008), the importance of adapting text to refugees’ ages (brown, miller, & mitchell (2006), the inclusive approach, and celebrating diversity (taylor, 2008); they also include cooperative learning, parent support teams, tutoring, monitoring, and implementation of a curriculum (howard & taylor, 2011) to push students to success in literacy and in the inclusion process. educational systems. most of the research dealing with educational systems focuses on school policies and teacher training. this kind of research also brings a general perspective of refugee education. macnevin (2012) finds that educational systems in canada are not functioning for refugees since refugees are not a priority for governments. most of the teachers from the interviewed schools reported that there is no professional development. it is evident that teachers at high and junior school need to be trained in literacy. this training is generally exclusive to primary school teachers. the interviewed teachers also address the importance of knowing about students’ backgrounds, psychological support and post-traumatic stress. according to macnevin, there are four basic areas that teachers and schools take into account to succeed with intermediate and high school refugee students: “1) teaching basic literacy skills to youth in intermediate and high school, 2) differentiating instruction, 3) the effects of differentiated instruction niño no. 9 (july december 2014) no. 9 (july december 2014) 37 determining background knowledge of students, and 4) promoting social interactions between students” (p. 59). brown, miller& mitchell (2006), taylor (2008) and howard and taylor (2011) also voice similar concerns and findings about teachers training and schools policies. in addition, they discuss the importance of school leadership (taylor 2008, howard & taylor 2011), texts adapted to refugees’ ages (brown, miller, & mitchell (2006), the inclusive approach, and celebrating diversity (taylor 2008); they also include cooperative learning, parent support teams, tutoring, monitoring, implementation of a curriculum ( howard & taylor 2011) to achieve student success in the literacy and the inclusion processes. the linguistic perspective. the main themes of linguistic research papers are language acquisition and literacy. however, connections among the texts and reality are also important in acquiring language and literacy skills. dooley (2009) found that many students of african origin who are mainly non-literate, have low literacy or have experimented disrupted education are not prepared for age-based placement programs. due to this fact, both schools and teachers have to implement programs and strategies for students to be able to acquire english and literacy skills at the high school level. in terms of programs, these include the critical pedagogy approach, content-area esl teaching, and literacy skills. in regards to strategies, preschool and primary esl strategies from reading education; the use of concept maps, retrieval charts, and other graphic organizers for note taking; homework clubs, scaffolding, and linking cultural texts such as hip-hop are the most appropriate ways to allow students to connect concepts and content and relate to their conditions as marginalized youth in refugee situations. in addition, dooley finds that the mix of literacy resources and deep and critical tasks help refugee students build conceptual knowledge. sarroub (2007) also finds that making connections helps students’ understanding. by linking something from refugees’ popular culture to what is being discussed in the classroom, refugee students can make sense of the curriculum and connect it to the reality of their lives, since academic learning and popular culture both offer survival tools (monje, as cited in sarroub, 2007). in the case of windle and miller (2012), they analyze refugees’ autonomy regarding language development and skills. they have also found through their research that scaffolding, written resources, teacherfocused activities, checklist models, classroom routines and high-order questioning contribute both to students’ literacy and to their autonomy. the effects of differentiated instruction niño no. 9 (july december 2014) no. 9 (july december 2014) 38 the psychological perspective. medley (2012) explains how knowing about trauma can be aligned with effective language. the author at first provides information about the effects of trauma in the refugee student population and then identifies teaching approaches that are sensitive to the needs of those affected by the trauma. he also includes multiple intelligences (gardner, 1993), especially those that are not traditionally encompassed in a language class (kinesthetic, musical, spatial, interpersonal, intrapersonal and naturalistic) as a way to address the needs of trauma-affected youth and help them access multiple channels for self-expression and language learning. in short, this perspective affirms that trauma-affected learners are like all the other learners in the classroom: they can process new language better if they are able to draw on the types of intelligence that work best for them. differentiated instruction differentiated instruction meets the needs of each student and addresses the diversity in classrooms (o’meara, 2010). it is described by tomlinson (1999) as the way a teacher teaches the whole class, small groups and individuals, providing multiple ways of learning and assessment to ensure students’ understanding and adjusting instruction to learners’ needs. these needs are classified according to students’ readiness, interest and learning profiles. according to tomlinson and cunningham (2003), readiness has to do with students’ preparedness to work with a prescribed set of understanding, knowledge and skills. interest refers to children’s affinity, passion or curiosity (tomlinson, 1999), and it is a factor of motivation (tomlinson & cunningham 2003). the learning profile refers to students’ preferred way or ways to learn or the way a learner learns best. students’ gender, culture, learning styles, or intelligence preferences are the main factors that shape the learning profile (tomlinson & cunningham, 2003). methodology research design the study was designed as an action research study, which involves applying a process or systematical data collection and analysis to understand and solve the question at hand. in addition, qualitative and quantitative data techniques were implemented to answer the research question, which related differentiation instruction and literacy. the effects of differentiated instruction niño no. 9 (july december 2014) no. 9 (july december 2014) 39 context and participants the participants of this study were a group of 15 spanish-speaking children andtwo teachers of the procesos básicos group of a bilingual public school in bogotá, colombia. from the 15 children, five were female and ten male from eight to fifteen years old, whose highest level of education was first grade. in addition, eight of the 15 children were idps, and the others were affected by violence, familiar and cognitive problems. at the end of the observation, four children left school because of family conflicts.teachers included two female teachers, one in charge of the literacy process and the other of the english classes. both teachers participated in the observation, planning and ganac modified classes. students were selected because of their academic and social conditions. additionally, in the near future they have to adapt to regular schooling, and the study might bring them tools to have better academic results. both students and teachers volunteered to be part of the study because they were interested in implementing other ways of teaching which help them improve their literacy process. data collection instruments various data collection techniques were used in order to answer the research question as to whether the differentiated instruction approach causes any changes in the students’ reading comprehension, vocabulary acquisition and writing performance. surveys. students filled out a 29-question closed survey to give information regarding student-student and student-teacher interaction, classroom environment, evidence of differentiation, reading materials, learning styles and interests regarding reading. interviews. after students filled out the survey, the teacher was interviewed to compare and contrast answers from the students’ interviews, which concerned classroom environment, as well as teacherteacher and teacher-student relationships. additionally, the interviews helped identify differentiation elements and reading comprehension techniques. observations. two observation formats served to collect information and identify differentiation practice regarding to reading and vocabulary, comprehension skills in both spanish and english classes. the first format was divided into six items: 1) developing classroom routines that contribute to success, 2) teacher’s behavior, the effects of differentiated instruction niño no. 9 (july december 2014) no. 9 (july december 2014) 40 3) students’ behavior, 4) evidence of differentiation, 5) context goal setting, and 6) students’ assessment.this observation format was adapted from tomlinson (1999, 2003). the second format was divided into three items: pre-reading, reading and post-reading activities suggested by taylor and ysseldyke (2007). video recordings of each class served to identify evidence of differentiation and the students’ and teachers’ roles in action. there were a total of seven observations, the observations lasted in total 22 hours. four of the observed lessons were not modified. three were modified using the ganag (goal, new information, apply, generalize) model, which is the acronym of a daily lesson planning schema created by marzano, pickering and pollock (2001), which is designed to optimize students’ learning and in our research increase and demonstrate practices of differentiation, reading comprehension, vocabulary and text production. a differentiation format was also used to compare and contrast those differentiated practices in the intervened and the non-intervened classes. in addition, a reading comprehension observation format was designed to collect information from the intervened classes. data analysis and interpretation for the observations, an axial coding analysis (strauss & corbin, 1990) was used to create the following categories: differentiated instruction, literacy and classroom environment. a hierarchical classification of the themes was also included in order to find evidence of differentiation before, during and after classroom intervention. lastly, statistics were used to compare and contrast initial and final data in order to verify how differentiated instruction impacted reading comprehension, vocabulary acquisition and writing production in both spanish and english. to analyze the collected data, the information given in the interview, the surveys and the observations was compared and contrasted. graphics were used to find evidence of differentiation and changes in literacy practices concerning reading comprehension, vocabulary acquisition and writing production in both spanish and english. the effects of differentiated instruction niño no. 9 (july december 2014) no. 9 (july december 2014) 41 results the analysis of the data revealed a number of key themes related to language and literacy issues, which will, for the purposes of discussion, be divided into classroom environment, evidence of differentiation reading comprehension and writing production. it should be noted that despite of a high evidence of differentiation after intervening the literacy and the english classes, students had better results in reading comprehension than in written production. while the lack of vocabulary especially in english had an impact on the low writing production, the use of visual aids and graphic organizers helped students, increasing their reading comprehension. in addition to these key topics, it also found that group work and making connections were important issues in order to answer the research questions. classroom environment classroom environment contributes both to classroom efficiency and building community (tomlinson & cunningham, 2003). it is determined based on the physical conditions of the classroom, which are space, desk distribution, and interaction between members of the class, all of which are factors that make a safe place. all these elements promote students’ learning. specific questions about student and teacher interaction in the interview and the survey format, the developing classroom management routines in the observation format, and the observations themselves during the english and literacy classes were useful in determining how the classroom conditions and the interactions among students and teachers serve to benefit the literacy process in the procesos básicos class. first, when asking questions about physical conditions and environment, both the students and the teacher agreed on feeling comfortable with the classroom conditions and the way they interacted. when asking about teacherstudent interaction, there were 6 (six) questions about this aspect in the survey. in 5 of the 6 items a 100% of the students affirmed that they felt respected, and they considered the teacher to be kind. in addition, there were no complaints about the classroom conditions. similar data was collected when observing the class. the classroom continued to be considered a safe environment when qualifying students’ behavior, especially regarding the use of selfdiscipline and participation and working with classmates. however, there was no evidence of optimal conditions for promoting learning. the effects of differentiated instruction niño no. 9 (july december 2014) no. 9 (july december 2014) 42 for example, the classroom conditions do not allow for easy grouping. this is due to a mix of internal and external factors: the classroom is not big enough for moving the tables, and there is a lot of noise outside. however, in general, the collected data demonstrated that there is a positive environment in the procesos básicos group, and it also showed that the adverse physical conditions of the class had not interfered with students’ behavior. student behavior as demonstrated during observations in the literacy class, there was no evidence of group work or peer work. on the other hand, there was ample evidence of using self-discipline, task behavior and students’ participation. after the intervention, there was more evidence of student behavior related to differentiation mainly because students were able to work on their own and in small groups, which facilitated how and when students participated when doing different tasks. teachers’ behavior tomlinson (1999) conceived an idea in which the teacher, the content and the students form the parts of an equilateral triangle, which technically does not have any top. however, for differentiation purposes the teacher has to be the top of the learning triangle. in other words, the teacher is a leader who recognizes students as people. in addition, the teacher knows what to teach and modifies how students learn according to the content (tomlinson & cunningham, 2003). bearing in mind that point of view, we decided to do a class observation focused on teachers’ behavior and classroom routines in literacy and english classes. the tendencies of teachers’ behavior in both literacy and english classes had been modified after class intervention. only gathering information on students’ interests, dreams and aspirations made a difference in the two intervened classes. that happened because we did not use the students’ survey when planning the english class. that survey was used for the literacy class instead in order to develop differentiated activities based on students’ likes, interests and multiple intelligences from gardner (1993). taking into account that there is evidence of the desired teacher’s behavior from the differentiated instruction (tomlinson, 1999), we could consider that there was also evidence of effective instruction: how, when, and why to teach the instructional strategies that guide teachers in looking at the students in small groups, rather than only the effects of differentiated instruction niño no. 9 (july december 2014) no. 9 (july december 2014) 43 as a whole class (tomlinson & cunningham, 2003). for that reason, observing the classroom routines could verify that piece of information. in sum, intervention helped develop differentiated instruction routines that assisted teachers in gathering information and using instructional strategies effectively, depending on students’ readiness, needs, interests and learning profiles. evidence of differentiation when differentiating, students are able to choose. according to gambrell (1996) and graves (1994), choice is a motivating factor in reading and writing. concerning content process and product, which according to tomlinson (1999) constitute the main items of evidence of differentiation, there was little implementation of tasks in multiple modes, product assignments with multiple modes of expression or variety of assessment tasks. additionally, before the intervention there was no evidence of a variety of reading levelsas most of the activities were based on a textbook and students did not work in groups. during the intervention which consisted of the modification to the existing special needs class, the ganag format as well as differentiated instruction was used to increase students’ participation and impact reading comprehension skills, vocabulary acquisition, and writing production. the intervention significantly increased the evidence of differentiation.those items that had the lowest range in the non-intervened classes (tasks in multiple modes, product assignments with multiple modes of expression and variety of assessment tasks, and choices about how to work) notably increased, allowing students opportunities to learn (tomlinson, 1999). observations also showed evidence of differentiation in english class. although there were significant changes, when compared with the literacy class, the english class had less impact. there may have been several reasons this happened: no pre-assessment survey was given before starting the class, and students presented the tasks in just one way, with venn diagrams. in the case of the literacy class, the preassessment survey helped teachers know how students learned, and that is how decisions were made about different ways of presenting the products or the ways students demonstrate what they have learned (tomlinson, 1999). results showed that most students demonstrate their learning by building, reading and acting. those pieces of information determined how students could present their graphic products through modeling, acting or writing when planning with differentiation. the effects of differentiated instruction niño no. 9 (july december 2014) no. 9 (july december 2014) 44 reading comprehension and writing in terms of lesson structure, there were three ganag lessons in each unit. all the lessons focused on narrative text, since narrative texts allow interaction with new and known words and increase students’ vocabulary levels (taylor & ysseldyke, 2007). in addition, there is ample documentation that correlates vocabulary knowledge with school success and reading comprehension (anderson & freedody; anderson & naggy; backer, simmons & kate, as cited in taylor & ysseldyke, 2007). each lesson lasted three hours. there was co-teaching between the literacy and english teachers. both teachers used narrative texts to develop reading comprehension skills and written production. the reading format was divided into pre-reading activities, during the reading and after the reading. during the pre-reading activities, students were able to make predictions about the topic. in the case of the english class, they did the pair and share activity in which students had different picture sequences about the story, “the little red hen.” such predictions were given in spanish since students lacked english vocabulary, as suggested by wiggins and mctighe (2007). although all students expressed that they had not read the story before, most of the predictions corresponded with the main topic of the story; however, there was no evidence of drawing inferences about how students felt about the topic. still, students had opportunities to talk about the text with each other in order to give opinions and share predictions about the topic. when doing the pre-reading activities in literacy class, the kwl chart was used. although the literacy teacher explained several times how to use the chart, it was difficult for students to complete it. in addition, the teacher presented a video about a folk tale, and students had to brainstorm about the video, which was also difficult for them. when reading, the teacher presented vocabulary using a vocabulary chart which helped students identify picture-word relations. there is no evidence of directly presenting the vocabulary in the literacy class. both teachers asked questions to verify comprehension, clarify story elements and promote metacognition. after the reading, in both classes students retold the stories – in the case of the english class, redoing the story sequence, and in the case of the literacy class through graphic organizers and diagrams. additionally, in both classes, students compared the original story with other stories through venn diagramming in english and through jigsaw readings they selected. most of the text-to-life connections occurred in the literacy class. since most of the population came from rural areas, they could tell anecdotes about legendary characters from their region and storytelling from their grandparents. the effects of differentiated instruction niño no. 9 (july december 2014) no. 9 (july december 2014) 45 in regards to the writing activities, there was no significant production in english due to the lack of vocabulary. in the case of the literacy class, there was evidence of using vocabulary when describing fictional characters. moreover, students had the opportunity to choose and write a text. for that reason, three rubric formats were used for each written production. although there were a lot of opportunities for written production, students were unclear on text structure. conclusions the aim of this study was to determine the impact of the differentiated instruction approach on the students’ reading comprehension, vocabulary acquisition and writing performance, as well as on teachers’ behavior and instruction. in line with this aim information was collected through interviews, surveys and class observations. although the results demonstrated few incidences of differentiated instruction in written production, there was more evidence of higher incidence in reading comprehension skills (predicting, drawing inferences and identifying the parts of narrative texts). the planned activities, especially those concerning evidence of differentiation, helped promote student interaction with the text and their life experiences. in other words, those activities helped students make connections. graphic organizers and venn diagrams demonstrated that students were able to identify the parts of narrative texts (tales and legends) and compare and contrast story elements. in addition, it was also evident, although students had acquired little vocabulary in english, that they were able to identify the parts of the story through a poster. in general, visual representation was useful in ensuring students’ understanding of the text. adding to that, taking into account that the procesos básicos students belonged to the struggling readers group because of their conditions (disrupted schooling, socioeconomic conditions), the use of spanish when making predictions or giving opinions constituted a tool that also served to identify students’ understanding (taylor & ysseldyke, 2007; strickland, ganske & morrow, 2006; tomlinson, 2003). group work was also important in reading comprehension because it allowed students’ interaction, sharing opinions and building reading skills together. in conclusion, this study shows that some of the findings from the literature reviewed relate to the findings of the action research. the studies reviewed, such as sarroub (2007) and windle and miller (2012), refer to making connections as a tool that helps students understand and includes items from students’ culture in the classes. similarly, in the effects of differentiated instruction niño no. 9 (july december 2014) no. 9 (july december 2014) 46 this study the selected reading text concerned tales and legends, which are folklore narrations that help students connect to the text and to the context. according to taylor and ysseldyke (2007), this allows students to make predictions about the text, which is a key element of reading comprehension. regarding differentiated instruction as described by tomlinson (1999, 2003), choices help students improve their reading comprehension skills by allowing them to select readings and presenting their results according to their likes, abilities, and interest. this generates moments in which reading becomes an active process that allows students interact with others and the texts in meaningful ways. in other words, the use of reading strategies bring students opportunities to connect self with the text and with the context. in addition, as seen in this study, the use of graphic organizers and visual aids facilitate students’ reading comprehension by helping them to identify the parts of narrative texts (tales and legends) and compare and contrast story elements and social interaction. on the other hand, there are no findings in the literature about written production or vocabulary acquisition for struggling readers and writers, more specifically for idps. in general, as suggested by sidhu & taylor (2011), there is little research about idps since governments in general do not worry about this world-wide issue. however, as demonstrated by windle and miller (2012), classroom routines contribute to both students’ literacy and their autonomy, as observed in this action research through pair and group work. in terms of future research, these might include learning centers, and individual dibels and snap tests (taylor & ysseldyke, 2007) to validate data information through international skills tests. in addition, it is suggested that there should be more research about the topic to help determine the impact of home literacy and the influence of context on the vocabulary acquisition and written production process. the effects of differentiated instruction niño no. 9 (july december 2014) no. 9 (july december 2014) 47 references barreto, e. (2006). leer y escribir con significación. bogotá: ecoe. brown, m., miller, j. & mitchell j. (2006). interrupted schooling and the acquisition of literacy: experiences of sudanese refugees in victorian secondary schools. australian journal of language and literacy, 29(2), 150-162. dooley, k. (2009). re-thinking pedagogy for middle school students with little, no or severely interrupted schooling english. teaching: practice and critique, 8(1), 5-22. doi: http://e prints.qut.edu.au ferris, e. & winthrop, r. (2010). education and displacement: assessing conditions for refugees and internally displaced persons affected by conflict. london: unesco. howard, a. & taylor, l. (2011). immigrant children and youth: enabling their success at school. ucla: center for mental health in schools. doi: http://smhp.psych.ucla.edu/pdfdocs/immigrant.pdf gardner, h. (1993). multiple intelligences: the theory in practice. new york: basic books. gottieb, m. (2006). assessing english language learners: bridges from language proficiency. thousand oaks: corwin press. gambrell, l. b. (1996). creating classroom cultures that foster reading motivation. the reading teacher, 50(1), 14-25. graves, d. (1994). a fresh look at writing. portsmouth: heinemann. gregory, g & burkman, a. (2012). differentiated literacy strategies for english language learners. thousand oaks: corwin press. mccarthy, m, & vickers, m. (2012). refugee and immigrant students: achieving equity in education. new york: age publishing inc. macnevin, j. (2012). learning the way: teaching and learning with and for youth refugee backgrounds on prince edward island. canadian journal of education, 35(3), 48-65. marzano, r., pickering, d., & pollock, e. (2001).classroom instruction that works: research-based strategies for increasing student achievement. alexandria, va: association for supervision and curriculum development. medley, m. (2012) a role for english language teachers in trauma healing situations. tesol journal, 3(1), 110-125. the effects of differentiated instruction niño no. 9 (july december 2014) no. 9 (july december 2014) 48 o’meara, j. (2010). beyond differentiated instruction. thousand oaks: corwin press. sidhu, r. & taylor s.b. (2012). supporting refugee students at schools: what constitutes inclusive education? international journal of inclusive education, 16, 39-56. sarroub, l. (2007). seeking refuge in literacy from a scorpion bite. faculty publications: department of learning and teacher education, 34. doi:http://digitalcommons.unl.edu/teaching faculty strauss, a. & corbin j. (1990). basics of qualitative research: grounded theory procedures and techniques. london: stage. strickland, d., ganske, k. & monroe, j. (2006). supporting struggling readers and writers. portland: sten house publishers. taylor, b. & ysseldyke, j. (2007). effective instruction for struggling readers k-6. new york: teacher college columbia university press. taylor, s. (2008). schooling and the settlement of refugee young people in queensland: “the challenges are massive.” social alternatives, 27(3), 8-65. doi: http://e prints.qut.edu.au tomlinson, c. (1999). the differentiated classroom: responding the needs of all learners. alexandria, va: association for supervision and curriculum development. tomlinson, c. & cunningham, s. (2003). differentiation in practice: a source for differentiated curriculum. alexandria, va: association for supervision and curriculum development. unesco, (2005). education for all: global monitoring report 2006. retrieved from http:// unesco.org/new/en/education/themes/leadingthe-international-agenda/efareport/reports/2006-literacy/ unhcr, (2013). country operations profile – colombia: working environment. retrieved from:http://www.unhcr.org/ pages/49e492ad6.html windle, j. & miller, j. (2012). approaches to teaching lowliteracy refugee background children. australian journal of language and literacy, 35(3), 317-333. wiggins, g. & mctighe, j. (2007). schooling by design: mission, action and achievement. alexandria, va: association for supervision and curriculum development. the effects of differentiated instruction niño no. 9 (july december 2014) no. 9 (july december 2014) 49 author *liliana niño santisteban holds an undergraduate degree in spanish and english from the universidad pedagógica nacional de colombia and a specialist’s degree in bilingual education from the institución universitaria colombo americana, única. she has been teaching for 12 years in public and private schools. she is currently teaching at the colegio bililngüe ied where she became interested in literacy process of the procesos básicos program. her research interests include literacy and teaching. the effects of differentiated instruction niño no. 9 (july december 2014) no. 9 (july december 2014) 49 improving english language learners’ academic writing: a multi-strategy approach to a multi-dimensional challenge1 mejorar la escritura académica de aprendices de inglés: un efoque de multiestrategia a un desafío multideminesional nora lucía marulanda ángel, ph.d. and juan manuel martínez garcía2* universidad tecnológica de pereira abstract the demands of the academic field and the constraints students have while learning how to write appropriately call for better approaches to teach academic writing. this research study examines the effect of a multifaceted academic writing module on pre-service teachers’ composition skills in an english teacher preparation program at a medium sized public university in colombia. four written samples from sixteen students were analyzed throughout the two academic periods of 2016. analytical rubrics measured six writing features quantitatively. results showed that this multifaceted academic writing module significantly improved pre-service teachers’ competences such as discourse, syntax, vocabulary, mechanics and language conventions. key words: academic writing, peer review, tutoring, writing lab, systemized feedback, toefl practice, process approach resumen los requerimientos del área académica y las limitaciones de los estudiantes al aprender a escribir exigen mejores estrategias para la enseñanza de la escritura académica. esta investigación examina el efecto de un módulo multifacético de 1 received: december 19, 2016/accepted: april 17, 2017 2 lucia.marulanda@utp.edu.co / jumamartinez@utp.edu.co oral skills through podcasting and collaboration gist education and learning research journal. issn 1692-5777. no.14. (january june) 2017. pp. 49-67. no. 14 (january june 2017) no. 14 (january june 2017) 50 escritura académica en las habilidades de composición de maestros de inglés en formación inicial en una universidad pública mixta de mediano tamaño. cuatro muestras escritas de dieciséis estudiantes fueron analizadas a lo largo de los dos períodos académicos de 2016. rúbricas analíticas midieron cuantitativamente las características de escritura de los estudiantes. los resultados mostraron que este módulo multifacético de escritura académica mejoró significativamente las habilidades de escritura de los maestros de inglés en formación inicial a nivel local y global. palabras claves: escritura académica, evaluación entre pares, tutoría, centro de escritura, retroalimentación sistemática, práctica toefl, enfoque basado en procesos resumo os requerimentos da área acadêmica a as limitações dos estudantes quando aprendem a escrever, exigem melhores estratégias para o ensino da escritura acadêmica. esta pesquisa examina o efeito de um módulo multifacético de escritura académica nas habilidades de composição de professores de inglês em formação inicial em uma universidade pública mista de tamanho médio. foram analisadas quatro amostras escritas de dezesseis estudantes no curso dos dois períodos acadêmicos de 2016. rubricas analíticas mediram quantitativamente as características de escritura dos estudantes. os resultados mostraram que este módulo multifacético de escritura acadêmica melhorou significativamente as habilidades de escritura dos mestres de inglês em formação inicial ao nível local e global. palavras chave: escritura académica, avaliação entre pares, tutoria, centro de escritura, retroalimentação sistemática, prática toefl, enfoque baseado em processos improving academic writing marulanda & martínez no. 14 (january june 2017) no. 14 (january june 2017) 51 introduction academic writing tasks pose real difficulties to english language learners (ell) at all levels of education and school subjects, especially to those students with limited academic literacy skills in their native languages (schleppegrell, 2004; gomez, 2011; zhu, 2001). indeed, once students enter universities and become part of learning communities, writing becomes more of a daunting task. as cognitive, content, and academic demands increase, the development of ell’s writing skills becomes a multi-dimensional challenge for students and for professors and institutions. students struggle with the processes of learning to write while writing to learn (marinetti, 1985). at the college level, there is a need to learn how to read and write for multiple purposes. the nature of writing tasks, mainly argumentative and expository texts, involves critical literacy and it requires synthesizing information from a variety of linguistically-demanding sources. professors from different faculties often expect that students enter universities with the required reading/writing competences to embrace academic writing tasks (zhu, 2004). furthermore, many of them believe that teaching writing is solely the responsibility of language teachers, and paradoxically assume that learners will get to write better on their own; as a consequence, when they assign elaborate complex academic papers to their students, with little or no support, they often get lowquality written products. after all, “writing tasks are assigned without clear guidelines for students about how a particular text type is typically structured and organized” (schleppegrell, 2004, p. 2). grounded on cummins’ (1991) common underlying proficiency (cup) hypothesis, which suggests that learners of a second language draw upon skills from their native language, and according to studies reported by garcia (2009) on transferability, students’ writing performance in english can be affected by their literacy competences in spanish. furthermore, the demands of writing tasks at the college level require more sophisticated levels in the argumentative and interpretive dimensions of language. students’ lack of knowledge of academic genres’ rhetorical features, combined with very limited writing experiences that involve argumentation and interpretation, constitute a multi-dimensional challenge in this pre-service teacher program. these teachers in development need to learn the language of the academia, which is often very structured and complex (snow, 1987). these highly literate contexts require students to master advanced levels of grammatical forms and sophisticated vocabulary to interpret improving academic writing marulanda & martínez no. 14 (january june 2017) no. 14 (january june 2017) 52 and produce a variety of texts from different genres. as future english teachers, they must overcome their academic discourse limitations while learning to teach english reading and writing. in fact, in order to graduate from the program, students must reach a c1 language proficiency level, measured by a standardized test. in response to years of professors struggling in their english teacher preparation classes with large, heterogeneous groups of students across different english writing proficiency levels, a new academic writing course was created in 2016. the goal was to design an academic, genre-based curriculum that was closely connected to the writing tasks students were typically assigned in other courses, and that offered support mechanisms such as peer review and ongoing tutoring in order to develop academic writing skills and foster transferability among the classes. this two-semester action research study seeks to explore the impact that the new academic writing course has on the pre-service teachers’ academic writing skills. this article provides a description of the instructional strategies that have been used in the academic writing course throughout the two semesters the class has been offered, and presents a quantitative analysis of four different academic writing tasks carried out during semesters one and two of 2016. the leading question of this research study is: how has a newlycreated, multi-strategy approach to teaching academic writing impacted english pre-service teachers’ composition skills? literature review this newly-created, multifaceted academic writing module has four key components that are supported by research findings regarding the effectiveness of the process approach to writing, the positive aspects of teacher and peer review, the latest insights gained from several universities’ writing labs, and the significant effects on students’ academic discourse of on-going practice of the toefl integrated writing task. process approach to writing after gaining attention in the 1960s, second language (l2) writing has become more of an important skill to develop for language learners. the literacy demands of information technologies have brought about more focus to writing, which now transcends classrooms and positions itself as a daily-life need (onozawa, 2010). decades ago, writing was improving academic writing marulanda & martínez no. 14 (january june 2017) no. 14 (january june 2017) 53 seen as a rigid skill inseparable from grammar instruction and, as susser (1994) asserts, its focus was “on controlled composition, correction of the product and correct form over expression of ideas” (p. 36). however, despite the deterministic acknowledgement of some authors of the usefulness of this product-oriented approach to writing (dykstra, 1973; paulston & bruder, 1976), new visions came upon writing as discussions about first-language (l1) composition transferred to the esl (l2) field. opposing grammatical proficiency, adherents to the expressionist movement believed that “the primary emphasis should be upon the expressive and creative process of writing” (zamel, 1976). since the 1980s, the process approach to writing in l2 has evolved, and according to susser (1994), it also has encountered several opponents in regards to its validity as a pedagogy. nevertheless, its importance for composition studies is undeniable. nowadays, the process approach keeps shedding light on how writing happens and what actions writers follow when composing texts. as indicated in graph 1, adapted from coffin (2003), writing happens as a recursive progression with different stages that range from prewriting to editing and where writers exercise different thinking skills in order to shape their work. this cycle susser (1994) suggests, “helps make students aware that writing is a process, and that there are different processes for different kinds of writing.” (p. 34). therefore, l2 writers avoid following strict and narrow schemes and get to suit themselves to the different tasks they are assigned. current analysis like (onozawa, 2010) and research studies like (goldstein & carr, 1996; pritchard & honeycutt, 2006; akinwamide, 2012; bayat, 2014) demonstrate the positive impact of the process approach as a pedagogy that is both reliable and rewarding. figure 1. process writing cycle. adapted from coffin (2003). improving academic writing marulanda & martínez no. 14 (january june 2017) no. 14 (january june 2017) 54 systematized feedback provided by teachers and peers feedback is particularly valuable for learners of a foreign language. when it comes to writing, corrective feedback can guide students in textual and compositional features in order to improve their final product. written feedback needs to be properly provided so students can benefit from it, however, “research shows that most esl writing teachers make similar types of comments and are more concerned with languagespecific errors and problems” (maarof, yamat & li, 2011, p.30). as has been shown in recent research (williams, 2003), inappropriate feedback results in students’ writing frustration and apprehension. this implies that feedback must be restructured if teachers aim to have better writing learning outcomes. one possibility that has been envisioned is supplementing teacher feedback with peer-reviewing. peer review can be understood as feedback provided by learners to learners at the same level. for jahin (2012), peer reviewing gives learners a purpose to write as well as multiple views on their written work. also, he asserts that “much research has indicated the positive effect of peer reviewing on the writing process and on the writer’s product” (p. 61), leading not only to local and general improvements in learners’ composition skills, but also in their confidence and affective filter. additionally, peer reviewing finds support in theoretical frameworks such as process writing and collaborative learning (hansen & liu, 2005). despite the fact that several studies cast doubts on the effectiveness of peer review when compared to teachers’ thorough observations, maarof, yamat and li (2011) conclude from their study that the majority of students had a positive perception of the use of both teacher and peer feedback since they both improve and enhance their writing skills. on-going tutoring in a writing lab tutoring has also found a place in the formation of students’ composition skills. in the present, several educational institutions, specifically universities, have writing centers or labs with trained tutors who provide personalized support to the community both face-to-face and online, one example being purdue’s owl (landsberger, 2001). however, as reported by molina natera (2014), there are currently less than ten universities with writing labs which offer support only in spanish. nevertheless, when in place, tutoring can serve as an advantageous underpin for the development of writing. as sullivan and cleary (2014) show by citing topping (1996): claims made about the benefits of peer tutoring for both the tutor and tutee include the development of metacognitive skills, improving academic writing marulanda & martínez no. 14 (january june 2017) no. 14 (january june 2017) 55 improved cognitive processing, increased interaction/reduced isolation, more immediate feedback and prompting, lower anxiety, a higher level of disclosure and increased learner autonomy (sullivan & cleary, 2014, p. 57). this means that tutoring sessions can benefit the written product per se and also enhance writers’ attitudes and beliefs regarding text composition. in a study conducted by adams (2011), students reported positive outcomes of tutoring sessions claiming they “fully enjoyed [the session] and left the meeting feeling positive about the future of my assignments.” (p.114). even though providing tutoring might result cumbersome and costly for institutions, if well implemented, it can be conducive to learning. furthermore, shrestha and coffin (2012) found that tutoring “is an effective way of providing the kind of reflective, dynamic mediation that is able to effectively support students’ academic writing development” (p. 57). writing complexity can therefore be lessened if learners feel supported throughout the process of composition. standardized test-taking practice (toefl) as taken from the concept of washback (bailey, 1999), which is the impact of test results on students’ attitudes, standardized tests can influence both teaching and learning. however, limited studies have investigated the effects of high-stakes language tests on both practices (green, 2007; soleimani & maahdavipour, 2014). although investigations like (hill, storch & lynch, 1999) call into question the relation between language proficiency measured by standardized tests and academic performance, the rapid growth of the demand of these tests to gain access to advanced education force students to be familiar with the dynamics that exams like toefl or ielts contain, which tend to be academic in nature. indeed, as shown by hosseini, taghizadeh, abedin and naseri (2013), students’ knowledge does not suffice to be successful in academic contexts, and thus, they must become proficient in such academic tasks, particularly those targeted in standardized tests. additionally, recent research points out the favorable view both teachers and students have on standardized test practice and its effect on academic performance (read & hayes, 2003). it has also been noted that standardized test companies have made their tasks more authentic, fostering a better measurement of writing skills (soleimani & mahdavipour, 2014). despite the reputation of these exams becoming too pervasive in academic curricula, their usefulness in the language teaching classroom remains to be explored more deeply. improving academic writing marulanda & martínez no. 14 (january june 2017) no. 14 (january june 2017) 56 methodology research design action research was selected for this project since, as proposed by (dörnyei, 2007), it encourages participants to reflect on pedagogical practices, their effectiveness, shortcomings and possible ways to modify them to ensure positive effects on teaching/learning processes. the research study is based on the quantitative measurement of students’ progress in the production of academic texts on a one-to-fivepoint analytical rubric. researchers collected data from february to june of 2016 (first semester of new academic course) and from august to december of 2016 (second semester of the course implementation). context and participants this research study has been conducted in an english teacher preparation program at a medium-sized, public, coeducational university in colombia. students’ age ranges between 18 and 25 years old, they speak spanish as a native language, and their english level oscillates between a2 and b1, according to the common european framework of references for languages (2001). this population is characterized by the limited exposure to academic writing experiences in high school and its weak literacy skills in their native language, as it is the case for the majority of students in public universities in colombia, as reported by gómez (2011). the new academic writing class is a four-credit course offered in seventh semester with an intensity of four hours a week. the course started out in 2016 (semester one) with some elements of a former composition class whose curriculum focused on grammar and sentence writing review. currently, the structure of the academic writing course encompasses four key elements: the development of several genrebased tasks using the process writing approach, systematized feedback provided by the professor and peers, on-going tutoring to students in a writing lab, and repeated test-taking practice on toefl writing tasks. first of all, the course’s main objective is to engage students in the construction of several writing pieces from different academic genres through the use of the process writing approach in order to foster awareness regarding the cyclical nature of writing (coffin, 2003). in other words, students are taught to maximize on the fact that written language can be reviewed and polished as opposed to oral discourse. in addition, students are exposed to the particular discourse features improving academic writing marulanda & martínez no. 14 (january june 2017) no. 14 (january june 2017) 57 of academic genre such as descriptions, summaries, reflections and argumentative essays. task-specific rubrics, developed by the course’s professor, are designed to guide students through the development of each product. these assessment tools become instrumental for the professor and students to provide systematized, integrated feedback. sometimes students evaluate each other’s texts before turning them in; in other occasions, students pair up to analyze the feedback provided by the professor. the nature of the feedback provided in this class is systematized in the sense that it targets specific features (e.g. organization, cohesiveness, language mechanics, etc.), depending on pre-determined foci. this targeted and systematic way of giving feedback facilitates students editing work, and it prevents learners from feeling overwhelmed. moreover, the feedback students receive is integrated so that teaching and revising are combined. another fundamental aspect of this multifaceted academic writing module is the support offered in an academic writing lab to students with writing difficulties. there is a virtual platform where materials are posted as lessons’ reinforcements and grammar reviews, in addition to personalized tutoring provided by monitors. the tutorial sessions are focused on the improvement of specific macro and micro writing features depending on students’ needs and professor’s observations. last but not least, is the incorporation of the toefl writing tasks as an instructional tool. this is a refreshing way to look at standardized tests since it helps students become familiar with real testing conditions and it engages them in highly-targeted academic writing tasks. in the first semester of 2016, there were 16 students in the class, and eight students (cohort one) were selected randomly as participants in the project. the same sampling procedure was used for cohort two (second semester). role of the researchers there are two researchers conducting the study: one is the academic writing course professor who acts as a participant observer since the analysis is based on her insights regarding the evolution of the class and its students. the monitor, who works with the students in the writing lab, is also a participant observer given the fact that he was involved in the analysis of students’ samples as a way to cross examined data results. improving academic writing marulanda & martínez no. 14 (january june 2017) no. 14 (january june 2017) 58 data collection instruments for the data collection, four writing samples from each cohort were selected as representative of the work that was produced throughout each of the semesters. these written products were scored with rubrics with levels of performance that ranged from 1 to 5 (low to high, respectively). cohort one: descriptive and summary paragraphs, descriptive essay and toefl integrated essay. cohort two: descriptive paragraph, reflective essay, opinion essay and toefl integrated essay. these writing pieces were scored using analytical rubrics to assess students’ progress at the beginning, in the middle and at the end of each of the semesters, in terms of the following language features: discourse (task purpose and audience), organization, coherence, sentence structure, conventions and vocabulary. the features analyzed in the rubrics were selected based on emerging patterns of difficulties and strengths students presented in their written work. furthermore, these linguistic features play significant parts in the development of wellstructured academic texts as “the ability to adopt linguistic features of ‘literate-style’ language enables students’ success in a variety of schoolbased tasks…” (schleppegrell, 2004, p.34). data analysis and interpretation four writing samples representative of different academic genres were analyzed in terms of discourse, syntax, vocabulary, conventions, and language mechanics for each of the 16 participants. discourse evaluates students’ ability to address the task purpose and audience; organization relates to coherence and cohesion; syntax assesses students’ mastery of sentence construction; vocabulary focuses on the range of academic lexicon, and conventions determine students’ grammatical competences, and the appropriate use of capitalization, parts of speech and punctuation. the students’ scores obtained in each of the writing tasks, based on the aforementioned language features, were collected and averaged in order to measure progress throughout the semester, considering that each task was incrementally more demanding, as seen in tables 1 and 3 (cohort 1) and tables 2 and 4 (cohort 2). in the first semester of the project’s implementation, all participant students exhibited high-level performances in academic writing features such as discourse and text organization. these two aspects of improving academic writing marulanda & martínez no. 14 (january june 2017) no. 14 (january june 2017) 59 writing were emphasized in many tasks throughout the semester, not only during class sessions but also in the writing lab’s tutorials. as seen in table 1, academic vocabulary scores were high possibly due to a number of reasons. first of all, the topics selected for each of the writing pieces were academic in nature (e.g. reflective paper based on classroom observation, description essay about best teacher). indeed, the toefl topics and prompts were highly academic as well (e.g. large-class vs. small-class advantages and disadvantages, lecture and discussion types of teaching styles, etc.). finally, the reinforcement exercises provided in the virtual component of the writing lab were taken from academic writing textbooks (savage & mayer, 2005). vocabulary was also heavily worked through the toefl practice sessions. the toefl writing tasks, particularly the integrated, are based on a twomillion, academic-word data bank, taken from educational institutions in the united states, as reported by fox, wesche, bayliss, cheng, turner and doe (2007). on the other hand, awareness and control of the syntactical and grammatical organization of academic texts represented the biggest challenge for students in cohort one. as a matter of fact, as shown in table 1, five out of eight students scored below four in language conventions (grammar, spelling, punctuation). a grammatical component was not part of the academic course syllabus since students take several english courses as prerequisites for this class and grammar is taught up to advanced levels. nevertheless, the results shown in table 1 raised an important issue related to the need of incorporating grammar reviews in the academic writing course. however, considerable work was done around sentence construction and combination of clauses. such practices helped students grow in the elaboration of sentences but they still struggled with the process of combining them to construct a text. table 1. writing features average in cohort 1. s1 s2 s3 s4 s5 s6 s7 s8 discourse 5 4.75 5 4.5 5 5 5 5 organization 5 4.5 5 4.75 4.75 4.75 4.75 4.75 syntax 3.75 4.25 4 3.75 4.75 4.25 5 4.25 vocabulary 4.75 4.75 4.5 4.75 4.75 4.75 4.75 4.25 conventions 3.75 3.5 3.5 3.5 4.25 4.5 3.5 4.5 improving academic writing marulanda & martínez no. 14 (january june 2017) no. 14 (january june 2017) 60 during the second semester of the course implementation, students’ performance in language conventions (grammar, spelling and punctuation) and syntax improved considerably since systematic reviews of complex grammatical structures and sentence construction were incorporated in the writing lab exercises. in fact, as illustrated in table 2, only one student out of eight received scores below four. discourse and text organization scores continued to be strong as they were for cohort one given the course’s revised orientation, the process writing approach, repeated toefl test-taking strategy video lessons and practice, as well as the continuous support provided to the students in the writing lab’s tutoring sessions (see table 2). table 2. writing features average in cohort 2 s1 s2 s3 s4 s5 s6 s7 s8 discourse 5 5 5 5 4.25 5 5 5 organization 5 4.75 5 4.75 5 5 5 4.75 syntax 4.75 4 4.5 4.5 4.5 4.75 5 5 vocabulary 4 4.75 5 5 4.75 5 5 5 conventions 3.5 4 5 4.25 5 4.75 4.75 4.75 in terms of students’ performance in tasks (different genres) written throughout the first semester of the project, most of the students performed very well on summary and descriptive writing products since these were two of the academic genres that were taught and practiced several times during the course, both in classes and in the writing lab’s sessions (see table 3). the toefl integrated essay scores were lower than the rest, even though it was the final task of the semester; as seen in table 3, two out of eight students scored below four in their compositions. the explanation for this may be twofold. first of all, for the most part of the semester, time was spent writing at the paragraph level, focusing on syntax. secondly, students were under pressure since this task was their final exam. improving academic writing marulanda & martínez no. 14 (january june 2017) no. 14 (january june 2017) 61 table 3. task performance average in cohort 1. s1 s2 s3 s4 s5 s6 s7 s8 summary paragraph 4.4 4.2 4.4 4.2 5 4.6 4.4 4.8 descriptive paragraph 4.8 4.8 4.6 4.4 4.8 4.4 4.6 4.4 descriptive essay 4.6 4.6 4.4 4.6 4.8 5 5 4.8 toefl essay 4 3.8 4.2 3.8 4.2 4.6 4.2 4.2 in spite of the fact that the tasks carried out during the second semester were more academically demanding, students’ performance was much higher than in cohort one (see table 4). there are several hypotheses that may explain the improvements in students’ written products such as curriculum modifications, more grammar and syntax reviews, a better selection of academic tasks, and more systematic student participation in the writing lab. there were changes made to the course syllabus in order to incorporate the argumentative genre; also, the number of products was decreased to allow more time to work one of them. in the virtual component of the writing lab, numerous exercises were uploaded to practice advanced grammatical forms and syntax such as nominalization, phrasal verbs, reduced adverb clauses, among others. these variables might have influenced the quality of the written products. table 4. task performance average in cohort 2. s1 s2 s3 s4 s5 s6 s7 s8 descriptive paragraph 4.2 4 4.6 4.4 4.4 4.8 5 4.8 reflective essay 4.4 4.6 5 5 5 5 4.8 5 opinion essay 4.6 4.6 5 4.8 4.6 4.8 5 5 toefl essay 4.6 4.8 5 4.6 4.8 5 5 4.8 in terms of data dispersion (table 5), graphs a, b and d, particularly the latter, showed that there is an impact of the strategies utilized throughout the academic writing course on students’ writing skills. however, graph c illustrates that students from cohort 1 had difficulties in applying their improved usage of writing features to the academic writing tasks assigned. improving academic writing marulanda & martínez no. 14 (january june 2017) no. 14 (january june 2017) 62 table 5. data dispersion of writing features (graphs a&b) and task performance (graphs c&d) conclusions and recommendations from the data obtained, it can be inferred that in order for students to write college-level, academic products, they must have a solid foundation on the grammatical and syntactical features of complex texts. such finding has significant implications for the teacher preparation program of this study since it calls for an evaluation of the content and standards of prerequisite courses that supposedly address the sub-skills required for an academic writing course. the positive results of students’ written work throughout the first two semesters of the implementation of the new multifaceted academic writing module could be explained by the combined use of the multiple instructional and assessment strategies mentioned throughout this study. moreover, students must be continuously reminded, required and supported to use academic writing across all disciplines, being mindful of content-specific lexicon. this is especially crucial in a context where students are future english teachers who have the responsibility of breaking vicious cycles of educational inequity and poor academic literacy skills. in order to obtain a more comprehensive view of the impact of the academic writing course on students’ academic writing abilities, the quantitative results obtained in this study should be crossexamined through questionnaires and interviews to assess students’ and improving academic writing marulanda & martínez no. 14 (january june 2017) no. 14 (january june 2017) 63 professors’ perceptions regarding the development of the writing skills and transferability to other courses. grounded on the data obtained from cohort 1, in terms of writing features and performance in academic tasks, several curricular modifications were made (e.g. extended practice of academic genres and grammatical exercises), also tutoring sessions were extended as well as systematized feedback. such modifications, as shown in table 5, resulted on cohort 2 students’ overall improvement of their academic writing skills. nevertheless, further research must be conducted to explore the effectiveness of the process approach, systematized feedback, and ongoing tutoring in increasing students’ metalinguistic awareness and the quality of their academic written products. improving academic writing marulanda & martínez no. 14 (january june 2017) no. 14 (january june 2017) 64 references adams, j. 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(2001). performing argumentative writing in english: difficulties, processes, and strategies. tesl canada journal, 19(1), 34-50. zhu, w. (2004). faculty views on the importance of writing, the nature of academic writing, and teaching and responding to writing in the disciplines. journal of second language writing, 13, 29-48. improving academic writing marulanda & martínez no. 14 (january june 2017) no. 14 (january june 2017) 67 authors *nora lucía marulanda ángel, ph.d. currently works as a full-time professor in the english teacher preparation program at the universidad tecnológica de pereira. she is also an adjunct professor in the masters’ program in english didactics at the universidad de caldas. dr. marulanda has worked in the field of english language development, as a school teacher, administrator, university professor and educational consultant for over 25 years in ohio, california and colombia *juan manuel martínez garcía is a senior student from the english teacher preparation program at universidad tecnológica de pereira where he directs a bilingual reading club. he currently works as a facilitator at instituto de lenguas extranjeras (ilex) and as the workshop coordinator of little stories, a non-profit initiative of reading promotion for children, conducted at banco de la república library in pereira. he is interested in the fields of bilingual literacy, second-language acquisition and pedagogy. improving academic writing marulanda & martínez no. 14 (january june 2017) no. 14 (january june 2017) efl students’ experiences using ict in their english learning processes: a narrative study1 experiencias de los estudiantes de inglés en el uso de las tic en sus procesos de aprendizaje de inglés: un estudio narrativo julian dario silva-perdomo, maría soledad duero, and jairo enrique castañeda-trujillo2 universidad surcolombiana, colombia 1 received: february 24th/ accepted: may 30th 2 u20171156916@usco.edu.co; u20171157921@usco.edu.co; jairo.castaneda@usco.edu.co critical thinking scenarios in online legal english classes gist education and learning research journal. issn 1692-5777. no. 24 (january june, 2022). pp. 141-165. 142 no. 24 abstract this article presents the results of a narrative analysis that looked into some efl students’ experiences related to their english learning processes and the use of ict (information and communication technologies). the study was carried out at a university in southern colombia. the main objective was to understand the participants’ experiences in the institutional english courses at a university while using ict during their language learning process. the data was collected through in-depth interviews and life stories. the english students’ experiences are relevant to validating a new teaching tool or strategy in a specific context. the main conclusion indicates that ict in language teaching needs to be articulated with other appropriate tools, practices, methodologies, and approaches to achieve meaningful learning. keywords: english language learning; efl students; ict; narratives; experiences resumen este artículo presenta los resultados de un análisis narrativo que indagó en las experiencias de algunos estudiantes de inglés como lengua extranjera relacionadas con sus procesos de aprendizaje del inglés y el uso de las tic (tecnologías de la información y la comunicación). el estudio se realizó en una universidad del sur de colombia. el objetivo principal era comprender las experiencias de los participantes en los cursos de inglés institucionales de una universidad mientras utilizaban las tic durante su proceso de aprendizaje del idioma. los datos se recogieron mediante entrevistas en profundidad y relatos de vida. las experiencias de los estudiantes de inglés son relevantes para validar una nueva herramienta o estrategia de enseñanza en un contexto específico. la conclusión principal indica que las tic en la enseñanza de idiomas deben articularse con otras herramientas, prácticas, metodologías y enfoques adecuados para lograr un aprendizaje significativo. palabras clave: aprendizaje de inglés; estudiantes de inglés como lengua extranjera; tic; narrativas; exoperiencias. efl students’ experiences using ict when learning silva-perdomo, duero & castañeda-trujillo 143 no. 24 resumo este artigo apresenta os resultados de uma análise narrativa que indaga nas experiências de alguns estudantes universitários relacionadas com sua aprendizagem do inglês e o uso das tic (tecnologias da informação e a comunicação) por parte do docente durante este processo. o estudo foi realizado em uma universidade do sul da colômbia. o nosso objetivo principal foi compreender as experiências dos estudantes dos cursos de inglês ao usar as tic durante seu processo de aprendizagem do idioma. os dados foram obtidos através de entrevistas em profundidade e relatos de vida. as experiências dos alunos são um aspecto relevante a considerar na hora de validar uma nova ferramenta ou estratégia didática em um contexto concreto. a conclusão principal indica que as tic no ensino de idiomas deve se articular com outras ferramentas, práticas, metodologias e enfoques pertinentes para lograr uma aprendizagem significativa. palavras chave: ensino de inglês; tic; aprendizagem de língua, narrativas, experiências de aprendizagem de idioma; experiências com as tic efl students’ experiences using ict when learning silva-perdomo, duero & castañeda-trujillo 144 no. 24 introduction f or the past fifty years, society has engaged in a digital connection, screen-based communication, and global knowledge exchange and ideas. warschauer and meskill (2000) state that in the 1950s, blackboard support was implemented in the grammatical translation method to facilitate language learning. some teachers decided to use the cassette tape holder to improve their speaking and listening skills in the audio-lingual method. thus, in the 1980s, the computing device was officially established in education and became a potential tool for developing learning materials. subsequently, communicative approaches to language learning emerged, focusing on the interaction of students in meaningful exchanges. consequently, it is a fact that ict (information and communication technologies) has become part of the educational system. in such a way, ict began to have importance in language learning. it became fundamental in developing new teaching didactics, which led to the emergence of virtual education and meaningful and innovative classroom tools to support teachers and students. today, ict integrates strategies to motivate, support, evaluate, and improve learning. although the curricula cover ict, it is up to teachers to know how to adapt and introduce such tools in their contexts and students’ needs. in short, every day, the role of ict in language learning evolves according to the students’ needs. some scholars have narrated the great impact ict has had in the educational field in recent years (castañeda-trujillo & rincón, 2018; fu, 2013; livingstone, 2012; okauru, 2011; wang, 2005). for example, wang (2005) stated, “we can definitely agree that technology has done a great job in helping language learning, but this is just the beginning of the era of technology-enhanced education” (p. 42). additionally, according to kumar and tammelin (2014), “in the last decade, changing conceptions of learning and rapid technological advances have been accompanied by changes in language teaching and learning” (p. 5). however, this one seems unknown when it comes to students’ perception of including technology in the classroom. considering the above, we decided to focus on what happened at universidad surcolombiana and the perceptions efl students have about the use of technologies. universidad surcolombiana offers all students the possibility of enrolling in four english courses. these courses are called institutional english courses, which consist of four hours of instruction accompanied by an english teacher. however, since using technologies in the classroom is not a must, only some english teachers use them as part of their classes. so then, how have efl students from institutional english courses experienced ict use in language learning? our research study took as context the advanced course of the english for general purposes program at universidad surcolombiana in neiva since this is the last of the efl students’ experiences using ict when learning silva-perdomo, duero & castañeda-trujillo 145 no. 24 four courses efl students take. so it is expected that they have been more exposed to environments where ict was implemented in efl learning than in the other program courses. furthermore, this program is regulated by agreement 065 of 2009; it is responsible for certifying the communicative competence in a foreign language that students must present as a requirement for the degree (universidad surcolombiana usco, 2009). therefore, our research study is valuable to the university’s education program and efl faculty and students since it seeks to provide an overview of students’ perspectives. that is why we decided to set ourselves the main objective of understanding efl students’ experiences of the institutional english program with ict in language learning. theoretical framework the primary constructs that underpinned this research study were ict for education, and english language learning and ict, which are presented from the point of view of different authors. ict for education information and communication technology (ict) has to do with an integral component of a learning program for many teachers and students (wilkinson, 2007). some of the most usual functions of ict are the digital processing and use of information, which includes the storage, retrieval, conversion, and transmission of information by electronic computers, the internet, and electronic transmission systems such as radios, televisions, and projectors, among others (fu, 2013; okauru, 2011). although this technicist vision is limited, ict plays a role that goes beyond learning to use the media and mediations provided. the use of ict in education is assumed as a demand nowadays. as a result, students in educational institutions are increasingly accustomed to ict use inside and outside the classroom (castañeda-trujillo & cruz, 2012; wilkinson, 2007). additionally, globalization has driven this need to include ict management within educational processes by presenting it as a desirable and indispensable competence for countries’ social and economic development. in this sense, the inclusion of ict is an indicator of the quality of teaching and the standards managed by the educational institution (castañeda-trujillo & rincón, 2018; livingstone, 2012). ict contributes to maximizing the teaching outcomes of traditional education (livingstone, 2012). the primary purpose of the inclusion of ict is not to help students understand how to use these tools themselves, but to contribute to the development of their cognitive skills, the development of critical thinking, intrapersonal competencies, efl students’ experiences using ict when learning silva-perdomo, duero & castañeda-trujillo 146 no. 24 and self-directed learning (castañeda-trujillo & rincón, 2018; livingstone, 2012). in a formal learning environment, ict serves as a tool for students to discover learning issues and solve and provide solutions to problems in the learning process (brush et al., 2008). additionally, ict can help students memorize, comprehend, and interact within classes (ciroma, 2014) and contribute to dynamizing learning scenarios and provide learning alternatives that are not usually possible in regular classrooms. english language learning and ict. the use of ict for teaching english as a foreign language (efl) has been very present during the last decades. according to garcía chamorro and rey (2013), english teachers believe that ict helps with the learning and reinforcement of grammatical structures and vocabulary at the same time it contributes to the development of the four communicative skills such as reading (ariza & suárez sánchez, 2013; rátiva velandia et al., 2012), writing (guzmán gámez & moreno cuellar, 2019; ortiz navarrete & ferreira cabrera, 2014; pascual, 2019), and speaking (garcía trejos, et al., 2018; neiva montaño, 2021; sánchez narváez & chavarro vargas, 2017). however, the development of communicative skills has not been the only purpose of incorporating ict in efl teaching. some scholars have found that the use of ict contributes to autonomous learning (ariza & suárez sánchez, 2013; ballén, 2014), as well as to collaborative learning (castañeda & cruz arcila, 2012; cote parra, 2015). similarly, evaluation processes have been integrated into the use of ict within academic activities (picón-jácome, 2021). the varied approaches given to the use of icts in efl teaching have allowed expanding the possibilities of what is generally taught in a classroom, integrating with a process of literacy in language and in the use of icts itself. this inclusion of ict in the efl teaching has not been limited to searching for information on the internet. some teachers have implemented various strategies to achieve the objectives of language learning and strengthening the use of ict in teaching. for this purpose, approaches such as flip learning (chivatá & oviedo, 2018; ramírez, 2018; ramírez & buitrago, 2022; ), telecollaboration (ramírez-lizcano & cabrera-tovar, 2020), web-based activities (ballén, 2014; cariaga, 2016; cote parra, 2015; galvis pinzón & callejas, 2017; guzmán gámez & moreno cuellar, 2019; pineda hoyos & tamayo cano, 2016), wikis or blogs (fandiño parra, 2012; ortiz navarrete & ferreira cabrera, 2014; pascual, 2019), learning management systems (lms) (castañeda & cruz arcila, 2012; correa díaz, 2012; gunduz & ozcan, 2017), blended learning (garcía trejos, et al., 2018; gómez-orjuela, 2021; quitián bernal & gonzález martínez, 2022), and the most recent, emergency remote teaching (ert) (castañeda-trujillo & jaime osorio, 2021; cohen & calderon aponte, 2021). all these uses, resources, strategies, and achievements obtained from the inclusion of ict with efl students’ experiences using ict when learning silva-perdomo, duero & castañeda-trujillo 147 no. 24 efl teaching present a panorama of possibilities that can be applied in educational contexts such as the rural context (rojas rojas, 2019); or teaching education programs (rincón-ussa et al., 2020). however, this review also shows that there are many more avenues to explore in terms of the integration of ict and efl. methodology this research study is based on the qualitative paradigm because the main interest is analyzing a social phenomenon in which people and facts are the most relevant (merriam, 2009). in addition, this study was structured based on an interpretive/ constructivist perspective, which allows us to interpret and understand the particular points of view of individuals without the need to make generalizations or establish patterns of behavior (creswell, 2009) since we only focused on the participants’ experiences to understand the role of ict in their learning process. consequently, we have adopted narrative as a research approach, as it allows us to inquire about aspects of participants’ lives, experiences, impressions, and perceptions (barkhuizen & wette, 2008). narratives are used as a data collection instrument and a type of data (conle, 2000). these narratives can influence the understanding of other phenomena in different contexts, not only in those in which the research is conducted, so they have a transformative meaning (weiler, 1988). context and participants participants in our research study were five students from an efl (english as foreign language) advanced level course of the english for general purposes program offered by the universidad surcolombiana. the data collection and analysis took place over seven months, from may 2020 until november 2020. unfortunately, there were setbacks due to the unexpected events resulting from the covid-19 crisis, making it challenging to communicate with the participant students. despite everything, the study was developed in three cycles: narrative, interview, and final consensus. in this research study, ethical issues were taken into account to ensure the proper conduct of the research. each participant signed an informed consent form divided into three critical aspects (see annex 1). first, they were informed that their participation was voluntary and that they could withdraw from the study if they wished. first, participation in the research study was voluntary, and it was not an obligation for them to take it if they did not want to participate. second, their information was kept with the utmost confidentiality and was used for academic purposes only. third, the names of the respondents will not appear in any publication resulting from this study unless efl students’ experiences using ict when learning silva-perdomo, duero & castañeda-trujillo 148 no. 24 they agree. therefore, at the end of the research study, the students who conducted the interview will receive a copy of the abstract and the complete research. instruments and data collection procedures in conducting research, it is essential to decide the techniques and instruments in charge of collecting the data. among all the possible options, the ones that best fit our research and contributed to achieving the stated objectives were in-depth interviews and life stories. it is essential to highlight that the inquiry was divided into three cycles (see figure 1). figure 1. cycles followed throughout our project note. this figure shows the three cycles taken to consolidate the data for this research. in the first cycle of the research study, a life stories instrument was applied in spanish (see annex 2). this kind of narrative allowed the teller to tell their story through their memories, the experiences they lived, their view of their past, and their plans for the future, among other many layers necessary for a complete interpretation of a life experience (etherington, 2009). moreover, that instrument was handy to attend to the context and the local details where the story was built and as a reflective exercise since in-depth interviews are helpful when you want detailed information about a person’s thoughts and behaviors or want to explore new issues in depth. interviews were also used to provide context to other data, offering a complete picture of what happened in the program and why (boyce & neale, 2006). after analyzing the first intervention results in the second cycle, we applied one in-depth interview in spanish to deep down and collected more information about english for general efl students’ experiences using ict when learning silva-perdomo, duero & castañeda-trujillo 149 no. 24 purposes of program students’ experiences with ict. using this qualitative research technique, we could ask the participants about their experiences and expectations related to the language learning process throughout their lives, the thoughts they had concerned, processes and outcomes about any changes they had perceived in themselves, and the different levels of the program as well. after these two cycles, we analyzed all the information collected. as a result, each participant’s composition of a narrative story with the most critical information was obtained (see annex 2). finally, there was a third cycle in which the main objective was to give their opinion and say if they agreed with the story created or wanted to make any changes. the five students decided on the stories, and there was no need to make any changes. based on these narratives, we created the final one. the interviews were recorded and transcribed as verbatim as possible to proceed to the analysis. data analysis data analysis was conducted guided by the paradigmatic principles of narrative analysis (barkhuizen et al., 2014). first, an iterative reading was conducted to find the most relevant themes within the narratives related to the overall research objective (barkhuizen et al., 2014). these themes were then organized graphically (see figure 2). figure 2. second participant’s categories note. elaborated by the authors. efl students’ experiences using ict when learning silva-perdomo, duero & castañeda-trujillo 150 no. 24 next, we identified information gaps relevant to the research, so we formulated questions labeled into themes and subthemes for the next interview cycle (see figure 3). then, once the second cycle interview was conducted, we extracted the most substantive information and compared it with the data from the previous categorizations. in this way, we were able to complement the data collected to create a meaningful narrative for each participant at that time. finally, we shared their respective narrative with each participant to review and argue whether they agreed, disagreed, or suggested any modifications before creating the final narrative based on each participant (barkhuizen & wette, 2018). figure 3. labeled questions for cycle 2 interview of the third participant note. elaborated by the authors. it is important to note that the three researchers carried out each cycle, so a constant triangulation of the information was carried out to guarantee its reliability and trustworthiness (barkhuizen et al., 2014). once the data was saturated, we organized the data according to what each participant reported in each of the themes. efl students’ experiences using ict when learning silva-perdomo, duero & castañeda-trujillo 151 no. 24 findings participant #1 experience: the first participant has a fascinating view of learning english as a foreign language using ict. he recalled his school period when it was not common to integrate technology in his english classes, but he found out that he could learn english funnily and effortlessly in his spare time. i used to go a lot to my neighborhood cyber to play videogames; at that time, dubbing and subtitles were not very common, so i played most of the games in english (or if they had subtitles, i didn’t know how to configure their language), games like gta san andreas, the simpson game, and some others made me learn new verbs and understand better the use of others i had already seen at school. he describes this experience as dynamic and satisfactory because he did not depend on a dictionary or ask his parents for the meaning of a single word. using video games to learn new vocabulary makes him feel more autonomous in his learning process. he stands out the benefits of learning unknown vocabulary using songs. thanks to the multiple times he reproduces the same song, he memorized the meaning of the previously unknown words. moreover, he states his listening skills have improved a lot. you are listening to eh... a song, emm, i don’t know... and... it sounds like a strange word, emm, at first you don’t understand it but when you learn it let’s say it’s easier to remember what it means or why it’s used. he mentions the continuous use of some platforms such as spotify to look for song lyrics, translators without internet access to seek words’ meaning, and duolingo to learn english.  he described them as useful and relevant in his language learning process.  he expected an excellent english learning experience and a more effective teaching tool implementation as a university student. however, it was not as he wished; he describes his classes as “being in primary school once again,” mainly because of the course’s low english level and his limitations with a book. because he has always been an autonomous young person in his learning, he had the opportunity to have a more enriching relationship with the ict when it comes to learning since he does not highlight significant contributions in the academic field. nevertheless, his experience with ict in learning english has been productive; he emphasizes that he considers it a positive, satisfactory, and pleasant experience. efl students’ experiences using ict when learning silva-perdomo, duero & castañeda-trujillo 152 no. 24 participant #2 experience: our second participant brought us new perspectives about ict use in english classes. in primary school, he used a recorder, but this one was not very significant for english learning because, with this tool, he wanted to practice listening and writing, but the objectives were not clear. in primary school, i never liked the use of recorders because the teacher didn’t explain to us or anything but simply played the recorder, and that was it. as a teacher, you can be provided with the most advanced technology, but if the activities are unclear or do not have stated objectives, it will not be meaningful learning.  later, he had more opportunities to experience and develop a closer and friendlier relationship with other technological tools. thanks to them, he has been able to use them as a learning strategy to learn english. for example, video games such as “castlevania, grand theft auto, ... super mario 64, and so on” came pre-determined in english on platforms such as the computer or console he has played. it has managed to expand his lexicon in the second language, which was motivating. thus, the topics studied at school, and the activities in the primers did not seem so difficult. his story also carries an interesting factor. he took some english courses where most of his teachers used to record classes to reinforce the already taught topics and practice.  i mean, i really preferred the face-to-face classes, but those classes that allowed us to record were very good as a support, right? because we listened to the cd, we investigated something about the topic and then, right there, we were prepared for the class, and then, they asked us questions and made us speak compulsorily, and one lost his fear there. so, that was a very good tool for me. unlike other participants, he found duolingo very useless because all the topics, grammar, and vocabulary were unchallenging. he did not feel any improvement with the use of this app. i tried duolingo out, but i didn’t really feel like i learned anything, i mean, i don’t know if i did because i already knew it before, but it seemed to me, i don’t know, very basic, very simple. so then, it was an experience that i didn’t like, so i uninstalled the application. he describes his computer as generous support to practice his listening skills because he listened to songs in english. in the beginning, it was a bit complex because some songs he listened to contained many abbreviations or colloquial words that he could not understand, but his interest in the latter had already emerged, and he did not mind translating or consulting on interner to understand them. he used these tools for an educational purpose and as a joy for himself, where he could learn and have fun. efl students’ experiences using ict when learning silva-perdomo, duero & castañeda-trujillo 153 no. 24 although he has been able to experience the use of ict to learn english for many years, his expectations have not been very high due to the lack of intrinsic motivation and the constant disappointment he carries with him. he usually lost interest and motivation in learning some of the topics covered in english or in the process of learning verbs with their respective tenses. still, he did not lose interest in the applications or tools he had access to this language. even so, his experience with ict has been a little successful in acquiring english. participant #3 experience: this participant did not have much experience with ict, and his interest in learning english was low. he expressed he could not remember which technological tools he used to learn english during his primary school years. and his experience with ict did not have much impact during his secondary school years. nevertheless, he decided to deep down into his experiences taking english online classes during the lockdown due to the pandemic caused by covid19. it is not the same as having a teacher there, to get out of the doubt, but it is a pleasant experience due to the situation in which we live but because it feels a little bit different, does not it? his classes consisted of completing dialogues and listening to audio files played on a tape recorder to improve his listening skills at school. he considers this process relevant to developing his listening skills and being used to all the different native english speakers’ accents.  i think that suddenly it was important to develop the listening skill of a second language, emm ... it is different to listen, maybe, the native language in the recorder to listen maybe to the english of the teacher who speaks “normal” but it is not his native language where it was originated, so it is fundamental. [once] one gets used to it, and it helps the ear. he understood english better using the tape recorder, translator, computer, cds, and cell phone. however, he claimed to feel more comfortable using his cell phone to learn english. his story also carries some memories about his english teachers using technology who do not seem to be used to integrating these gadgets and platforms. however, he is comprehensive and empathetic with these issues. well, at first, the teacher did not have much knowledge, but little by little, she got immersed in the tools and their use, but one can understand these things. as time went by, when he entered the university, classes varied more between movies, recordings, and ict, such as the computer, cell phone, video beam, and books. efl students’ experiences using ict when learning silva-perdomo, duero & castañeda-trujillo 154 no. 24 this contrast gave him a more “understandable, fun, and entertaining” perspective on learning english. however, due to the current pandemic that the country is facing, he considers that things feel a little different and that they are not the same since teachers implement ict only to read slides and assign workshops, becoming “boring” as if it were a traditional class.  nevertheless, he is consistent because he is not motivated to improve and practice the english language beyond the course’s academic duties and recognizes that this is a cause of his low development in the english language. in general, he reports that using ict for his english language learning has been an experience with a positive impact since he notices some improvements in his performance, but he is not satisfied. again, he considers that this is due to his lack of motivation. participant #4 experience: the fourth participant is a young autonomous learner with a strong relationship with ict. since he was a child, he has remained in close interaction with them, but on his own. “since school, ict has always been the basis for learning english.” he used to keep himself constantly surrounded by english by using video games, cell phones, and the internet (a place where he could find videos, music, and web pages in english). “i would say that, well, i learned the basic knowledge and the sentences i know in english mostly through the applications as i mentioned in my daily life, in my daily activities such as playing video games, listening to music, as i was saying. not so much on the academic side because when you are young, you don’t focus too much, or at least it happened to me that i wasn’t very interested in school. i didn’t find meaning in the classes”. he also said that he did not make much progress in language learning during his school years. he acknowledges having had teachers with little ict management, given their age and lack of training. he says it was reflected in how complicated it was for his teachers to create didactic and practical educational content that aroused students’ interest. for him, most of the classes seemed to be boring. later, in high school, his perspective changed completely. “on the other hand, there were the young and trained teachers, with wide knowledge about technology. they used great songs and games that awakened competitiveness among all and created a pleasant space in the classroom with only a video beam and a computer”. efl students’ experiences using ict when learning silva-perdomo, duero & castañeda-trujillo 155 no. 24 later, in college, he had more consolidated strategies to continue learning english independently, such as using apps to learn english, listening to english songs, changing the phone’s language to english, and communicating in video games with english speakers. but he also feels he cannot cover all the language skills in his autonomy, especially writing. finally, he recognizes and attributes to ict the high command of english he currently has. the participant highlights the importance of learning a second language and emphasizes that although autonomous work is necessary, the guidance and tutoring of a teacher make the process really efficient; it is up to them whether or not ict contributes to the process. participant #5 experience: the last participant provided more arguments that support the perspective that previous participants expressed about the need for a meaningful implementation of ict by teachers or tutors, as they alone do not impact the language learning experience. in her primary school education, she had no exposure to ict, and her english classes were based more on textbooks, drawings, and other traditional strategies. she does not recall any autonomous experiences in those years either. i think the english classes were very few, and no, ict was not used. at that time, i think it was mostly drawings and words, but it was all very basic. i don’t remember much. on the other hand, in the last two years of her secondary education, ict started to be part of her learning experience thanks to a new teacher with proficient ict skills. the teacher used to take them to a classroom with audiovisual devices with which she developed activities with songs, and web applications, among others. in addition, the 5th participant began to autonomously use the duolingo app, to which she dedicated 5 to 15 minutes a day. this new stage gave her a different perspective on language learning that she still considers ideal today. on my own initiative, i kind of downloaded the application, and it gave me the possibility to have a lesson of 5-15 minutes a day, and i kind of used it for a while, didn’t i? and i thought it was interesting because despite the short time, it was something constant, so i think it was helpful to learn. during her university years, she expressed dissatisfaction with the english classes she received, describing them as not very didactic, based on books, and with a dull use of ict since the professors continued to use the same traditional and passive methodologies even with computers and video beams. the participant relates this efl students’ experiences using ict when learning silva-perdomo, duero & castañeda-trujillo 156 no. 24 experience to her disinterest in learning english and the little use of ict autonomously for language learning. instead of motivating me to learn this language, it kind of did the opposite, didn’t it? when i realized that nothing was different, that it was always textbooks, and because i didn’t have a good english basis, i attended classes more for the requirement than to learn. finally, the participant concludes that “anyone can use a video beam and a computer, but then you [should be able] to create dynamic activities with it. i think i’ve seen websites useful for teaching english, and i think they are ludic and have good activities.” this suggests that teachers are who have in their hands the possibility and the duty to use ict tools for truly fruitful language learning. consequently, teachers are required to be trained in ict regularly for them to be updated. this training must be provided by institutions that are also interested in improving the quality of education. discussion after analyzing the narratives of the five participants, we identified two relevant themes that helped us complement our understanding of their efl learning experiences. the first theme is oriented to the contributions derived from the use of ict outside the classroom; the second theme is related to the dynamics of the in-class experience and those limitations that the participants encountered. contributions of the use of ict inside and outside the classroom the experiences of the five efl students show that the use of ict in english language learning has become an everyday occurrence. within the classrooms, ict becomes an integral component that helps students maximize learning outcomes (wilkinson, 2007; livingstone, 2012). many of them expect the use of ict to go beyond the completion of decontextualized grammar or listening exercises. moreover, they expect that through ict, they will perform activities that are not possible in the classroom (ciroma, 2014). however, some participants do not see innovation happening in the classroom. instead, they agree that the everyday use of technology is to perform common activities in an english class and repetitive movements that often do not make sense. efl students’ experiences using ict when learning silva-perdomo, duero & castañeda-trujillo 157 no. 24 that is why efl students look for other ways to learn and effectively resort to ict for this purpose, but outside the classroom settings. for example, in their daily lives, students use applications, video games, websites, podcasts, and videos, among others, that allow them to have direct contact with english. in this way, some participants complement or reinforce what they see in their english classes. moreover, although some of the participants focus on learning only vocabulary or strengthening only one of the communicative skills, it is remarkable how using icts outside the classroom motivates them to continue learning and improving their skills. that is why it is so important to promote autonomous work. many of the students do have resources at home for meaningful ict-mediated activities, so it would be helpful for teachers to create opportunities to use ict to reinforce what they see in class more traditionally. call for more dynamic uses of ict something in common for some efl students is the lack of effective use of ict in the classroom to learn english. they claim that these classes are developed in a very traditional style, i.e., oriented with a book, doing exercises to fill in gaps that make no sense to them, listening to scripted audios with accents that are difficult to understand, etc. this dynamic in the classroom has led to frustration and confusion, especially when students understand that learning english is vital to the globalization process. for the same reason, participants called for better integration of ict in the classroom, with contextualized activities and providing an understanding of the sociocultural dynamics of english speakers in other countries (tan & liu, 2016). likewise, efl learners agreed on teachers’ inexperience in using ict. according to castañeda-trujillo and cruz-arcila (2012), university teachers require constant training in ict use. however, if such training is achieved, teachers will be able to offer much more flexible scenarios for the integration of ict and the work of communicative competence along with others that are necessary for the personal and professional development of university students (castañeda-trujillo & rincón-ussa, 2018). the fact that teachers are not sufficiently trained to integrate ict in english classes negatively influences the perceptions of our participants since it is essential to understand that ict is an adequate tool for learning and is determined by its pedagogical, social, and technological possibilities and not only by the ict tool itself (lin et al., 2016). although aspects such as intrinsic motivation and autonomy made language learning with ict a pleasant and satisfying experience for the participants, the lack of ict integration in the classroom leaves gaps that need to be filled. for example, the strengthening of interpersonal skills (related to collaborative work), self-directed learning (connected to cognitive development and autonomy), and critical thinking efl students’ experiences using ict when learning silva-perdomo, duero & castañeda-trujillo 158 no. 24 (linked with decision-making and problem-solving) could be reinforced by using digital resources (brush et al., 2008). nevertheless, these problems integrating ict into english teaching and learning depend not only on the teachers’ inexperience or lack of ict knowledge but also on the lack of physical spaces and technical resources within the classroom. a teacher, for example, may want to adapt his class to technological means, but if he does not have the resources of internet, software, or hardware, this will remain only an intention, and he will not be able to achieve his objectives. efl students’ experiences using ict when learning silva-perdomo, duero & castañeda-trujillo 159 no. 24 conclusions although the findings are valuable for the teachers’ community, the number of participants was smaller than expected, limiting a broader view of the phenomenon and the context. in addition, the instruments pointed to a more face-to-face interaction at the time of application, which could not be achieved that way. all of these limitations stemmed from the covid-19 pandemic contingency. addressing the lack of attention to the learner’s perspective in implementing ict in language learning, we found that most of the five participants’ experience has been satisfactory and productive from an autonomous learning perspective. this stems from the significant problems we encountered throughout the research, such as teachers’ poor management of ict and the implementation of these tools without a clear and articulated objective. furthermore, the participants had little common interest in traditional methodologies offered by teachers throughout their lives, such as the use of tape recorders and books just to complete writing exercises.  but they also agreed on other ways of learning the language empirically through ict tools such as video games, mobile applications, and websites. these testimonies led us to achieve our objectives, despite the limited sample, as we deepened their experiences with this phenomenon and succeeded in understanding them. based on this, the research allows us to reinforce the importance of knowing the target population’s perspective to achieve the meaningful application of new tools, especially in efl contexts it also invites the teaching and education community to train in these new tools and to articulate them with approaches, methodologies, practices, and other suitable mechanisms, but above all, with the validation that the students’ experience provides. finally, this research calls for teachers to become more proficient with modern tools as ict opens up new possibilities such as the use of interactive content, individualized homework assignments, and the provision of different resources and activities to meet the diverse needs of students (castañeda-trujillo & cruz arcila, 2012; tan & liu, 2016). efl students’ experiences using ict when learning silva-perdomo, duero & castañeda-trujillo 160 no. 24 references ariza, a., & suárez sánchez, m. 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(1998). women teaching for change: gender, class, and power. bergin and garvey. efl students’ experiences using ict when learning silva-perdomo, duero & castañeda-trujillo 165 no. 24 authors *julián darío silva perdomo holds a b.a in english from universidad surcolombiana. he belongs to the research seedbed gaia, which is part of ilesearch research group. his main interests in research revolve around the use of technologies in language teaching. orcid: https://orcid.org/0000-0002-4387-511x maría soledad duero holds a b.a in english from universidad surcolombiana. she belongs to the research seedbed gaia, which is part of ilesearch research group. her main interests in research revolve around the use of technologies in language teaching. orcid: https://orcid.org/0000-0001-9267-9804 jairo enrique castañeda-trujillo holds a b.a. degree in spanish and english and a m.ed. with emphasis on english didactics. he is currently an assistant professor and researcher in the b.a. program in english language teaching at universidad surcolombiana (neiva, colombia). he also teaches in the m.a. in english language teaching program at the same university. currently, he is enrolled as a part-time teacher educator in the mlaei at universidad distrital. in addition, he is a doctoral candidate in education with an emphasis on elt. he belongs to the research groups ilesearch (universidad surcolombiana) and estupoli (universidad distrital), and his research interests revolve around the intersection of pre-service teachers’ identity construction and decolonization in elt. orcid: https://orcid.org/0000-0002-3002-7947 efl students’ experiences using ict when learning silva-perdomo, duero & castañeda-trujillo 166 no. 24 annexes annex 1. consent form for participation in the research study how to reference this article: silva-perdomo, j. d., duero-naranjo, m. s., & castañeda trujillo, j. e. (2022) experiences of english as foreign language student using ict in their learning process. gist – education and learning research journal, 24. 141-166. https://doi. org/10.26817/16925777.1396 efl students’ experiences using ict when learning student motivation in coronapolis: effects of transactional distance perceptions on efl undergraduate students’ motivation1 motivación estudiantil en coronapolis: efectos de las percepciones de distancia transaccional en la motivación de los estudiantes universitarios de inglés como lengua extranjera ayşegül takkaç tulgar2 atatürk university, turkey 1 received: august 8th, 2022 / accepted: november 30th 2022 2 aysegultakkac@hotmail.com gist education and learning research journal. issn 1692-5777. no. 25 (july december, 2025). pp. 111-138. a nonfiction narrative inquiry into an efl community during covid-19 112 no. 25 abstract the concept of transactional distance (td) experienced in distance education has been recorded as a focal point in many studies examining its effects on various dimensions in different courses. however, there is scarcity of research on td in relation to learner motivation in language learning. this exploratory case study investigated td perceptions of efl (english as a foreign language) undergraduates participating in distance education courses held at a turkish university within the boundaries of coronapolis, an imaginary city which is under the threat and destructive effects of covid-19 pandemic. specifically, this study examined the effects of td perceptions on the motivation of 87 efl students. the data were collected through the participants’ informal self-reports and open-ended questions. the results of the content analysis showed that the participants had varying perceptions of the dimensions of td; dialogue, structure and autonomy. the results also showed that they had different motivational experiences in relation to their perceptions. in the light of the results, theoretical and practical training of the faculty and integration of distance education courses in under/graduate programs are suggested. keywords: motivation, transactional distance, distance education, covid-19, efl, tertiary education resumen el concepto de distancia transaccional (td) experimentado en la educación a distancia se ha registrado como un punto focal en muchos estudios que examinan sus efectos en varias dimensiones en diferentes cursos. sin embargo, hay escasez de investigación sobre td en relación con la motivación del alumno en el aprendizaje de idiomas. este estudio de caso exploratorio investigó las percepciones de td de estudiantes universitarios de efl (inglés como lengua extranjera) que participan en cursos de educación a distancia realizados en una universidad turca dentro de los límites de coronapolis, una ciudad imaginaria que se encuentra bajo la amenaza y los efectos destructivos de la pandemia de covid-19. específicamente, este estudio examinó los efectos de las percepciones de td en la motivación de 87 estudiantes de inglés como lengua extranjera. los datos se recopilaron a través de autoinformes informales de los participantes y preguntas abiertas. los resultados del análisis de contenido mostraron que los participantes tenían diferentes percepciones de las dimensiones de td; diálogo, estructura y autonomía. los resultados también mostraron que tenían diferentes experiencias motivacionales en relación con sus percepciones. a la luz de los resultados, se sugiere la formación teóricopráctica del cuerpo docente y la integración de cursos de educación a distancia en los programas de grado/grado. palabras clave: motivación, distancia transaccional, educación a distancia, covid-19, efl, educación terciaria effects of transactional distance perceptions on efl students’ motivation takkaç tulgar 113 no. 25 resumo: o conceito de distância transacional (td) experimentado na educação a distância foi registrado como um ponto focal em muitos estudos que examinam seus efeitos em várias dimensões em diferentes cursos. porém, existe escassez de pesquisa sobre td em relação com a motivação do aluno na aprendizagem de idiomas. este estudo de caso exploratório pesquisou as percepções de td de estudantes universitários de efl (inglês como língua estrangeira) que participam em cursos de educação a distância realizados em uma universidade turca dentro dos limites de coronápolis, uma cidade imaginária que se encontra sob a ameaça e os efeitos destrutivos da pandemia de covid-19. especificamente, este estudo examinou os efeitos das percepções de td na motivação de 87 estudantes de inglês como língua estrangeira. os dados se recopilaram através de auto relatórios informais dos participantes e perguntas abertas. os resultados da análise de conteúdo mostraram que participantes tinham diferentes percepções das dimensões de td; diálogo, estrutura e autonomia. os resultados também mostraram que tinham diferentes experiências motivacionais em relação a suas percepções. considerando os resultados, sugerese a formação teórico-prática do corpo docente e a integração de cursos de educação a distância nos programas de grau/grau. palavras chave: motivação, distância transacional, educação a distância, covid-19, efl, educação terciária effects of transactional distance perceptions on efl students’ motivation takkaç tulgar 114 no. 25 introduction a s an alternative to face-to-face education, distance education has taken its unique place with growing popularity around the world with the invention and widespread use of tools available for this type of education. though it has received some criticism because of the separation of students and instructors (moore, 1997, robertson, grant, & jackson, 2005) and because of the physical distance which is to block face-to-face communication (keegan, 1990), an increasing number of universities have adopted distance education in conducting their under/graduate programs. however, what has been usual so far is the consideration of distance education as an alternative form of education instead of being a compulsory system through which educational processes are followed. the exceptional case of the pandemic caused by covid-19 has taken hold of all regularly-working systems almost over the world, the education system is not an exception. therefore, in order to compensate for the cessation of face-to-face education, most universities in the world have switched to distance education platforms. turkey has also been one of the countries in which education at all levels has been conducted through distance education during the corona pandemic. experiencing a dramatic shift in their daily lives, students in turkey have also gone through a sudden change from attending familiar face-to-face education to participating in distance education in which they had almost no previous practice. therefore, students who had the-firsttime experience in distance education formed various understandings and perceptions affecting their participation and practices in distance education. when learners participate in distance education, they are inevitably to go through different experiences of transactional distance and, therefore form various considerations of their experiences affecting their motivation in the educational process. literature on transactional distance experiences and perceptions of learners shows that almost all the studies have been conducted in periods when distance education is adopted as an alternative form of education instead of being a compulsory way to go on with educational processes. this mandatory case created by the pandemic can be assumed to have affected learner perceptions and motivation in relation to their pandemic-directed educational experiences. in addition, particular consideration of the dialogue, program structure and learner autonomy components of td revealing additional challenges for learners in their adaptation process to distance education underlines the need to investigate learners’ motivational experiences in relation to their td perceptions. therefore, examination of learner motivation shaped under mandatory td experiences is to hold great significance both to understand the challenges decreasing learner motivation and to find practical solutions for similar cases to be experienced in the future. effects of transactional distance perceptions on efl students’ motivation takkaç tulgar 115 no. 25 setting out from the consideration of these distance education experiences, this intrinsic case study investigated the effects of perceived transactional distance on the motivation of efl (english as a foreign language) undergraduate students studying at a state university in turkey. this study is believed to contribute to the field as it provides a novel perspective of the examination of learner motivation in relation to perceived transactional distance experienced during mandatory distance education in coronapolis, which can be assumed to be any hypothetical place not only in turkey but also in any country in the global sense (for the purposes of this study, coronapolis refers to any hypothetically-existing educational setting under the serious effects of the pandemic which compelled the adoption of mandatory distance education processes at all educational levels). for this purpose, this study is grounded on the below research questions: • what are the overall td perceptions and motivational experiences of efl students in distance education? • how did the components of td affect efl students’ motivation in distance education? theoretical framework this study was grounded on transactional distance and motivation frameworks. transactional distance was selected as a related concept in distance education practices. motivation was the second framework since the participants were expected to maintain adequate levels of motivation to continue their courses through distance education during the depressive survival period in which students had to meet the requirements of the continuing educational programs while putting effort to survive in the outside environment trapped by the pandemic. transactional distance (td) proposed by moore (1993), transactional distance refers to the distance between teachers and students and is defined as “the universe of teacher-learner relationships that exist[s] when learners and instructors are separated by space and/or by time” (p. 22). from this definition, it can be inferred that td encompasses both time-related and context-related separation. the specific case of distance education practices followed in coronapolis in this study can stress the physical separation caused by the cessation of face-to-face education. this was unavoidably followed by the psychological separation probably resulting in feelings of isolation. the separation caused by the transaction can be deeply evaluated in the light of the comment moore and kearsley (2005, p. 234) suggested: effects of transactional distance perceptions on efl students’ motivation takkaç tulgar 116 no. 25 the transaction that we call distance education is the interplay between people who are teachers and learners, in environments that have the special characteristic of being separate from one another. it is the physical distance that leads to a communication gap, a psychological space of potential misunderstandings between the instructors and the learners that has to be bridged by special teaching techniques; this is the ‘transactional distance’. it can be assumed that the physical and psychological separation experienced by the students and faculty during mandatory distance education in higher education had certain influences on the perceptions, understandings, behaviors and actions of the students. within this theory, moore (1993) also pointed at the impact of three factors on the degree of td; dialogue between students and teachers, program structure and learner autonomy. dialogue refers to instructor-student and student-student interactions. structure covers course flexibility, organization, content and instruction. dialogue is considered to have a negative correlation while high program structure has a positive correlation with td. learner autonomy was regarded as the mitigating factor covering self-control and regulation in the learning process. evaluating the case experienced by the efl students, the limitation in faculty-student interaction can be considered as a consequence of the nature of distance education. as regards structure, the effort to compensate for the content to be conducted in face-to-face education may have resulted in a condense program structure to be covered in distance education, affecting the efl students’ td perceptions. in addition, the realization that they were expected to shoulder further responsibility during distance education may have increased the students’ autonomy. expanding on moore’s (1993) theory, chen (2001) pointed at the multifaceted structure of the theory and proposed td four dimensions; instructor-learner, learner-learner, learner-content and learner-interface td. in line with moore, chen supported the view that td is not just a matter of geographical distance; it also covers psychological distance. the evaluation of the distance education efl students took part in may indicate that the four dimensions proposed by chen (2001) influenced the td perceptions of the students as they had the first-time distance education experience. motivation regarded as one of the essential affective factors in education, motivation is defined as “the primary impetus to initiate learning the l2 and later the driving force to sustain the long and often tedious learning process” (dörnyei, 1998, p.117). expanding the definition, gardner (1985) proposed that motivation is “the combination of effort plus desire to achieve the goal of learning the language” (p.10). effects of transactional distance perceptions on efl students’ motivation takkaç tulgar 117 no. 25 motivation is suggested to be supported through two main sources; intrinsic motivation and extrinsic motivation. dörnyei (1994) described intrinsic motivation as the internal desire to learn while external motivation covers the outward motives beyond inner control leading to learning. considering the peculiar case of distance education in coronapolis, one can state that intrinsic and extrinsic motivation played a critical role as the students found themselves in a novel educational environment in which they were expected to take responsibility as autonomous learners while showing persistence and carrying out the required actions. it was the motivation that kept the students on track during the new experience. research on transactional distance the perusal of the relevant literature shows that research on transactional distance has mainly focused on such research topics as students’ td experiences and perceptions, the effects of td experiences on learner autonomy, motivation and success, and scale development. one of the early studies on perceived td was conducted by lowell (2004) who, in a dissertation study, examined the factors affecting td in an online setting. working with 147 undergraduate and graduate students at a university in the usa, the researcher concluded that social presence, dialogue and fluency were found to be factors affecting perceived td. regarding the td experiences of novice online learners as the focal point, stein, wanstreet and calvin (2009) conducted a naturalistic inquiry and collected data via online chat sessions and interviews. the results showed that new learners were engaged in creating a voice, a space and a time for learning while dealing with td. conducting interviews with two students registered for a distance learning program at a malaysian university, ustati and hassan (2013) evaluated the experiences of the participants from td perspective. the analysis of the interviews indicated that while the content was appropriate, the interaction was not much satisfactory. examining the td perceptions of 667 students enrolled in online courses at three private universities in the usa, bolliger and halupa (2018) reported that the participants had high levels of engagement and moderate levels of td and these variables were moderately correlated. studying the effects of td on 168 undergraduate students in the arts program at a university in kenya, mbwesa (2014) concluded, as a result of the survey questionnaire, that student-student, student-teacher and studentcontent components predicted the perceived td of the participants. the effects of td experiences were also examined in relation to learner autonomy. studies centering on learner autonomy basically examined this variable in relation with the dialogue component of td. conducting a survey with 237 undergraduate students enrolled in 18 online courses, burgess (2006) underlined the direct relationship between learner autonomy and instructor-learner dialogue. in a similar vein, falloon effects of transactional distance perceptions on efl students’ motivation takkaç tulgar 118 no. 25 (2011), following td as a theoretical basis, conducted an online class with 30 graduate students in new zeeland to examine the efficiency of virtual classrooms in promoting dialogue and learner autonomy. the results of the data obtained through interviews indicated that while dialogue among students developed, learner autonomy decreased. learner motivation is another variable studied in td research. a dissertation study in the usa on the relationship between td and student motivation was conducted by jung (2006), who studied with 79 graduate students of business administration. the analysis of the scale data indicated that there was not a statistically significant relationship between learner motivation and the perceived psychological distance. zilka, rahimi and cohen (2019) were also interested in the feelings of challenge, self-efficacy, motivation and td of 484 students from education, social sciences, business and counseling departments enrolled in virtual and blended courses. the results obtained from the questionnaires indicated that the td perceptions affected the participants’ feelings in virtual and blended courses. learner success is examined in relation to the effects of td in the learning process, too. investigating the relationship between learner-content interaction and success, zimmermann (2012) collected data from 139 students enrolled in an online course. the results showed that there was a statistically significant relationship between the time spent on content and learner success. ekwunife-orakwue and teng (2014) investigated how interactions of 342 under/graduate students registered for online and blended courses affected their satisfaction and grades. the courses were for business, nursing, math and professional education programs at an american university. the interactions were assessed regarding the participants’ interactions with their classmates, instructors, adopted technologies and course content. the results showed that the most influential effect on learning outcomes was the student-content interaction. relevant literature also presents some research on scale development in relation to learners’ td perceptions. wengrowicz, dori and dori (2014) developed and validated an online questionnaire to assess the quality of teamwork during distance education and to evaluate td perceptions of undergraduate students participating in a visualizationbased environment. td was assumed to be an alternative assessment tool to evaluate the quality of collaboration. huang, chandra, depaolo, cribbs and simmons (2015) developed a scale to measure td involving the constructs of dialogue, structure and learner autonomy. highlighting the existence of td in distance education, weidlich and bastiaens (2018) developed a scale to measure td between students and learning technology. the analysis of the scale showed that td was the most important predictor of student satisfaction. the above-presented studies have been conducted in different educational fields. relevant literature also involves some research on learners’ td experiences in relation to their perceptions, autonomy development and learning outcomes in the field of language education. kostina (2011) examined the relationship between learner effects of transactional distance perceptions on efl students’ motivation takkaç tulgar 119 no. 25 autonomy, instructor-student dialogue and student satisfaction in a distance course for the russian language. the results of the survey obtained from 46 students in the usa pointed to a strong correlation among the three factors at the beginning of the course, but this correlation decreased towards the end of the course. in a dissertation study in the usa, lawyer (2018) examined the effects of course modality, i.e. face-toface, online or hybrid courses, on learner success in english composition courses and their perceived td. the data were collected from 420 undergraduate students through course completion rates. the results showed that course modality did not significantly affect learner success and td perceptions. in a mixed-methods research, kara (2020) studied 190 efl students’ td perceptions in relation to their learning outcomes. the results indicated that the components of td predicted perceived learning and satisfaction. specifically, td between interface and learner affected perceived learning while td between learner and teacher affected satisfaction. besides research on the international scale, td experiences and perceptions have also been investigated in the turkish context. using different scales to measure social presence, perception, and satisfaction, horzum (2015) worked with 205 students registered to online theology courses at a turkish university. the results pointed at a negative correlation between course interaction and transactional distance. examining td and social presence in knowledge sharing in virtual communities, karaoglan yilmaz (2017) studied with 217 undergraduate students taking computing i course at a turkish university. the analysis of the three scales showed that the td and social presence perceptions were predictors of the participants’ knowledge sharing. karaoglan yilmaz and yilmaz (2020) studied the effects of feedback on transactional distance and critical thinking skills in online discussions. based on the results of the quasi-experimental study, the researchers concluded that different feedback forms influenced transactional distance perceptions while having little impact on critical thinking. the overall evaluation of the literature on td signals several considerations. the first consideration is that since its introduction td has become a topic receiving growing attention. an increasing number of studies have examined td from different perspectives at an international level (ekwunife-orakwue & teng, 2014; wengrowicz, et al., 2014; zilka, et al., 2019). however, there is scarcity of research on td conducted in a turkish context. the second consideration is that td perceptions and their effects have been examined in distance education courses designed for different courses ranging from business and science to arts and theology (horzum, 2015; lowell, 2004; mbwesa, 2014). yet, there are few examples of td research in distance language courses (kostina, 2011; lawyer, 2018), especially courses designed for efl. the third conclusion is that though there was reliance on quantitative methodology in the existing research, there are a limited number of studies employing qualitative methodology (falloon, 2011; stain, et al., 2009; ustati & hassan, 2013), pointing to the need for further research examining td perceptions and experiences effects of transactional distance perceptions on efl students’ motivation takkaç tulgar 120 no. 25 through in-depth analysis. the fourth conclusion is that although the effects of td on such different aspects as success (lawyer, 2018; zimmarmann, 2012), interaction (horzum, 2015) and social presence (huang, et al., 2015) have been studied, its effects on motivation have not received adequate attention (zilka, et al., 2019). the last conclusion is that all the td studies were conducted in periods when distance education was an alternative platform for face-to-face education. however, no study was conducted when distance education became a compulsory medium of education due to the outbreak of the pandemic resulting in the cessation of face-to-face education at a global level. in the light of these considerations, this intrinsic case study aimed to investigate the effects of td perceptions and experiences of elt students on their motivational levels while participating in departmental courses held through distance education during the corona pandemic experienced in coronapolis. this study is expected to contribute to motivation studies by providing a detailed picture of the lived experiences of motivation in distance language courses from the td perspective. methodology this study was based on an exploratory case study design (yin, 2014) as it aimed to reach an in-depth analysis regarding the effects of perceived transactional distance on efl undergraduates’ motivation. the rationale for selecting this design was the opportunity to reach a detailed analysis of particular cases (bogdan & biklen, 2007) enabling researchers to approach the issue through its details from the participants’ lived experiences. research context and participants this study examined a particular case of distance education in coronapolis, which is any setting in turkey and around the world under the unpleasant effects of the covid-19 pandemic experienced since the beginning of 2020. during this period, people had to go on dealing with life requirements under the threat of the pandemic. therefore, the educational lives of higher education students had to progress along with their common survival and life-related experiences. setting out from the reality that most of the higher education institutions in turkey had to follow their under/graduate courses through distance education, this study investigated the motivational experiences of elt undergraduates during distance education held at a state university in this country. what made this distance education practice a unique case was that it was carried out during the corona pandemic which penetrated the regular face-to-face education and almost forced all higher education effects of transactional distance perceptions on efl students’ motivation takkaç tulgar 121 no. 25 institutions to continue their under/graduate education through distance education. before this peculiar case of the pandemic, distance education was, of course, a popular practice over the world with the development of information technologies and the internet. yet, this pandemic process has been the first of its kind resulting in the cessation of face-to-face educational practices and leading the way to mandatory distance education, as also followed in the city of coronapolis, purposefully termed to denote the fate of higher education which had to be away from university campuses. following the decision to cease all face-to-face educational practices in all higher education institutions in turkey, faculty members at all the departments, including the elt department, were required to conduct their courses both asynchronously through cms (course management system) provided by the university and synchronously through online sessions via different programs and applications. within this context, elt students had to adjust themselves to a new system of distance education in which they did not have previous practice. they were informed to participate in a/ synchronous sessions to be held for each departmental course and follow the course requirements through the cms system. the participants were 87 students studying at the elt department. there were 362 students registered in total at the department but 72 of them showed voluntary participation in the study (18 freshmen, 23 sophomores, 26 juniors and 20 seniors). they were taking between five and eight courses each term. because of the outbreak of the pandemic during the spring term of the 2019-2020 academic year, the courses in the elt department started to be conducted via distance education following a four-week of face-to-face education. therefore, students in each grade were required to follow courses held through course management systems and participate in online classes. the sudden transition from face-to-face classes to distance education was an unforeseen case for the students who did not have experience in distance education practices. this inevitably resulted in initial confusion and challenge for the students to adjust themselves to the new system, which was also to affect their td perceptions. data collection tools the data were collected through the participants’ informal self-reports and openended questions. the participating students were required to keep informal selfreports (three in total for each). they were explained the three dimensions of td (dialogue, structure, autonomy) and asked to consider these dimensions in relation to their motivational experiences during distance education. there were no limits on the length of the reports, and the reports were kept in english. the open-ended were formed by the researcher who was also a faculty member at the department. the following questions were designed in the light of the dimensions effects of transactional distance perceptions on efl students’ motivation takkaç tulgar 122 no. 25 of td proposed by moore (1993) as well as the observations and experiences of the researcher who, too, followed her classes through distance education. the questions were checked for clarity and appropriateness by another field expert: 1. how do you evaluate your experiences in distance education in terms of your overall motivation? 2. how did the interactions you had with your instructors and classmates affect your motivation during distance education? 3. how did the structure of the courses you attended affect your motivation during distance education? 4. how did your sense of autonomy affect your motivation during distance education? these two tools were utilized so that the td experiences of the participants were cross-checked, which was also to increase the validity of the data collection and analysis processes. data collection process and analysis before the data collection process, ethical permission was obtained from the department. all the students were sent an e-mail asking for their voluntary participation in the study. those who responded to the mail were considered voluntary as original signatures could not be obtained because of the quarantine process. eightyseven students volunteered to keep self-reports and provide written answers to the open-ended questions. before collecting the data, the participants were explained td and its dimensions so that they could evaluate their motivational experiences during distance education touching upon the related dimensions. the reports were informal in nature to decrease the affective filters of the students and encourage them to reflect on their perceptions comfortably. each participant was asked to keep three reports in total at the beginning, in the middle and at the end of the mandatory distance education process. in this way, the participants had the chance to consider their experiences from the beginning to the end, revealing the change in their td perceptions. the open-ended questions were sent through institutional e-mail to the participants at the end of the term so that they had enough experiences in distance education practices. they were expected to answer the questions in three days and, though the questions were in english, they could also switch to turkish, their native language, if they wanted to narrate their experiences more effectively. the parts written in turkish were translated into english by the researcher and proofread by a native speaker. effects of transactional distance perceptions on efl students’ motivation takkaç tulgar 123 no. 25 the data were analyzed through conventional content analysis in three steps. in the first step, the researcher read the answers of the participants separately in order to reach an overall understanding of the experiences and perceptions. in the second step, the participant comments in each data set were analyzed separately to reveal major points, which also aimed to compare the comments in the same data set. in the third step, the two data sets were compared to reveal the common aspects, which also aimed to cross-check the comments in both sets. this three-step analysis was followed to increase validity. in addition, another field expert was consulted to follow the same steps to analyze the data to minimize single-rater bias. the internal rate of return was calculated as %94 for exact coding and %6 for similar coding. example analysis process is provided in the below figure. step 1: overall analysis step 2: separate analysis (analysis of data set 1-open-ended questions) step 2: separate analysis (analysis of data set 2-participant self-reports) “distance education offered an alternative version of cyber interaction which increased motivation for participation” (3rd5-oe) “the interactional patterns available in distance education provided them with the stimulation to communicate with the peers and professors considering the communicative restrictions of the depressive period” (4th19-sr3) interaction and motivation “the structures of the departmental courses held through distance education as they compensated for the content to be covered in face-to-face education” (3rd4-oe). “to keep on track to follow educational processes as it was in face-to-face education” (2nd6sr2). structure and motivation step 3: cross-analysis of data set 1 & data set 2 broader categories figure 1.example data analysis results the results are presented with excerpts from the participants’ self-reports and answers to give a detailed narration of how their td perceptions affected their motivation during mandatory distance education. abbreviations are used for the excerpts; ex: 1st10-sr2-excerpt from the second self-report of the tenth student effects of transactional distance perceptions on efl students’ motivation takkaç tulgar 124 no. 25 studying the first grade; 1st10-oe=excerpt from the open-ended question of the tenth student studying the first grade. overall motivation the overall evaluations of the participants as regards their distance education experience pointed at the common initial concerns and challenges as it was their firsttime participation in distance education. most of the students stated that they “knew about distance education as an alternative form of education” (2nd13-oe) in courses during their face-to-face education; however, they “did not participate in genuine distance education during undergraduate education before the pandemic” (3rd8-sr1). due to the unexpected change from face-to-face to distance education, the students “developed initial concern about how to go on with the new system” (3rd17-sr1). the main source of the concern was the uncertainty about the new system. most of the participants expressed that although they “knew almost nothing about the new system” (4th15-oe), they “were suddenly expected to follow all the course requirements in this unfamiliar system” (1st5-oe). the sense of uncertainty and unfamiliarity “naturally increased anxiety while decreasing motivation” (2nd19-sr1) of the participants. the below comment offers a vivid narration of the common initial concerns: “soon after the outbreak of the pandemic, we were informed that the departmental courses would be followed through distance education. although our professors did their best to regularly inform and update us about the process, we clearly experienced the initial uncertainty and concern about what would happen and how we would follow the educational process. i felt quite demotivated during the initial phase.” (4th8-oe) another frequently stated source of the concern was about questioning their knowledge and capabilities to successfully follow the courses in distance education. being used to the conventions and requirements in face-to-face education, the students experienced anxiety and had low levels of motivation because “distance education was different from face-to-face education and it required an almost totally different system” (2nd7-sr1). the sudden change leading to the questioning of their capabilities as students in distance education was also reflected as a source decreasing motivation, as presented below: “face-to-face education is what i have been used to so far. normally, i have high motivation to actively take part in departmental courses. but this pandemic has changed many things. in the beginning i found myself questioning my knowledge and capabilities as a student to follow course requirements in distance education. it was quite depressing and demotivating.” (4th-13-oe) effects of transactional distance perceptions on efl students’ motivation takkaç tulgar 125 no. 25 the participants also experienced concern about evaluation and grading. as they got over the initial anxiety about adjusting to the new system, they started to think about grading. this source of demotivation again resulted from their “unfamiliarity with the new system that would also bring different assessment procedures” (2nd5-oe). “not knowing how to be assessed and graded was among the major sources of concern after initial adaptation to the process” (3rd21-sr1). the evaluation of the participant comments indicates that the students experienced primary concerns about how the new system would work, how they would deal with the transition and how assessment procedures would be conducted. what was common among these sources of concern was that all negatively affected the participants’ motivation since they led them to question their knowledge and capabilities and experience uncertainty. interaction and motivation the interactional patterns available in distance education practices received various considerations. while most of the participants favored instructor-student and student-student interaction, some evaluated it as inadequate. those students favoring the interactions held the common view that “distance education offered an alternative version of cyber interaction which increased motivation for participation” (3rd5-oe) and that it “served as a source of stimulation for their contribution to ongoing interactions during synchronous sessions” “(2nd8-sr2). this view was reflected in several statements pointing at the novelty in interactional patterns introduced with distance education. calling attention to the effects of the interactions through distance education on their motivation during the pandemic, a participant explained that “the interactional patterns available in distance education provided them with the stimulation to communicate with the peers and professors considering the communicative restrictions of the depressive period” (4th19-sr3). the participants who favored the interactional patterns available in distance education appreciated the motivating force of the interactions. the particular point of appreciation was the availability of synchronous interactions which “gave the motivation to move away from the depressive mood that the pandemic created” (1st 11-oe), which “offered a virtual satisfaction of interacting with professors and classmates for academic purposes” (3rd24-oe) and which encouraged them to “participate in interactions to share academic knowledge” (3rd13-sr3). evaluating this experience from the motivational perspective, these participants referred to the positive contributions of the interactions to their motivation as the availability of communication helped them keep on their enthusiasm to interact with their instructors and peers for educational purposes, besides social purposes, despite the undesirable experiences they were going through. effects of transactional distance perceptions on efl students’ motivation takkaç tulgar 126 no. 25 those favoring the interactions in distance education also added that especially synchronous sessions helped them improve their speaking skills. they referred to the “contributory effects of these sessions in the development of conversational skills particularly considering the possible regression in speaking because of the long-break to face-to-face education” (3rd7-oe). sharing a similar perspective, another participant commented that “the unavailability of face-to-face communication resulting from the pandemic was compensated with the virtual interactions in online sessions, which was a motivating factor during distance education” (2nd21-oe). this view was also held by another participant who explained that their “drastically decreased levels of motivation in continuing educational processes increased with the synchronous interactions available in distance education” (3rd2-sr2). there were also negative considerations regarding the interactions in distance education. the participants with this outlook stated that “despite the availability of virtual interaction in distance education, it was not adequate in quality and quantity to maintain motivation in learning” (2nd7-sr2). the virtuality of interaction was explained to be “a drawback resulting in decreased levels of motivation to interact with professors and peers” (4th3-oe). another participant also touched upon a similar point explaining that “the virtual interaction in distance education is not comparable with the genuine interaction in face-to-face education and its being artificial in nature was the source of demotivation decreasing participation in online interaction” (3rd6-oe). a general consideration of the comments on the motivational aspects of interactions in distance education revealed two different outlooks. the contributory effect of interaction in distance education was the point of appreciation for most of the participants. they explained that virtual interaction in distance education compensated for the cessation of interaction in face-to-face education, which was a source of motivation stimulating their interaction. however, the virtual nature of the interactions was the point of criticism for some students since they perceived this type of interaction as artificial and inadequate, which was reported to decrease their motivation to participate in online interactions. structure and motivation as was the case regarding interactions, course structure was also evaluated within two distinct viewpoints; motivating and demotivating effects of the course structure. those participants holding the first view commented that they were satisfied with “the structures of the departmental courses held through distance education as they compensated for the content to be covered in face-to-face education” (3rd4-oe). the “course structures which were adequate both in quality and quantity were also motivating factors to keep on with educational requirements” (2nd1-sr3). the quality and quantity of instructions and course content also received positive considerations effects of transactional distance perceptions on efl students’ motivation takkaç tulgar 127 no. 25 as they motivated the participants “to keep on track to follow educational processes as it was in face-to-face education” (2nd6-sr2). course structures were also considered motivating as they promoted students’ language development. some participants stated that “besides synchronous instructions, additional materials were uploaded to the system and it was encouraging to study further” (2nd12-sr2). further development of field-specific knowledge with the help of these materials was also among the positive evaluations of the participants. distance education sessions were considered contributory and motivating because they helped the students “develop both overall english proficiency and specific knowledge in the field of language education” (2nd5-sr3). in addition, the students were “exposed to different forms of academic language use available in articles and books in the field, which was also a source of motivation for linguistic and academic development” (4th7-oe). the other group of participants who did not consider course structure effective held the assumption that “the compensation for the content in face-to-face education created an overloaded content in distance education and it was tiring and discouraging after some time” (3rd8-sr3). the “intense course structures aiming to cover theoretical and practical information only in virtual platforms” (2nd13-oe) were criticized by this group. homework was also the foremost complaint of these participants who were not pleased with the overload in structure. they complained that “homework was not perceived as a reinforcing practice in distance education; instead, it is a time-consuming and hard-to-handle practice that decreased willingness and motivation” (3rd15-oe). holding a similar perspective another participant expressed that “homework did not contribute to learning as an essential part of the process, it was mostly a duty to complete” (2nd20-sr3). the evaluation of course structure in distance education indicated that the new design of the departmental courses motivated some students encouraging them to further develop in language proficiency as well as content-specific and academic knowledge. however, it also received criticism because of the extended workload discouraging students from following the required procedures effectively, which decreased their motivation. autonomy and motivation with respect to autonomy, though not many in number, the participant comments directed attention to the motivating and demotivating effects of the process. a few participants did not favor distance education stating that “it did not much support autonomy development due to the decreasing levels of motivation caused by its limited effects of transactional distance perceptions on efl students’ motivation takkaç tulgar 128 no. 25 flexibility and the feeling of distance” (3rd21-oe). pointing to the interactional patterns in distance education, a participant expressed that “interactions with peers and instructors created an artificial sense of communication over which we had artificial control and this sense was demotivating, also affecting autonomy development” (1st12sr2). another participant with a similar viewpoint related the three dimensions of td in her comment and explained that “autonomy development was restricted within the virtual nature and boundaries of the system that creates an artificial interactive environment full of dense structure” (2nd8-oe). the dimensions that negatively affected some participants’ sense of autonomy were perceived contributory by the other group of participants. the presence of interaction, though it was virtual in nature, was appreciated as “a motivating source as it still offered the chance to control and direct interactions for educational purposes, which also supported autonomy” (2nd13-oe). referring to the interactional patterns in distance education, another participant explained that “interacting with peers and instructors to share educational information was a stimulation for motivation and autonomy, particularly within the pandemic process in which people have almost no control over many processes” (4th18-oe). strict course structures in distance education were also considered as a dynamic contributing to learner autonomy by some students. these participants maintained that they “developed more control and regulated the learning process more effectively with the help of the motivation in synchronous sessions and the strict steps in asynchronous sessions” (1st7-oe). this self-control was also reported in “homework delivery because the automatic due date for submissions implied a stricter control compared to the face-to-face submissions” (3rd9-sr2). this strict schedule assigned to the system was perceived as “contributory to autonomy development as it formed an external stimulation to catch up with the course requirements” (2nd19-oe). upon the positive relationship between autonomy and motivation resulting from the dense course content, a participant offered the detailed comment below: “the content designed to compensate for the missing aspects available in faceto-face education was a source of motivation as it increased our willingness to put further effort to study in a more regular and conscious manner. with the help of this distance education process, i have taken more conscious responsibility in following the educational requirements. this obviously developed the sense of control and autonomy in the learning process.” (2nd15-oe). the analysis of the effects of autonomy on motivation revealed that the interactional patterns and structure were the factors creating different senses of motivation for the participants. the density of duties and strict structure which were perceived as an overload by some students were evaluated as features supporting autonomy. as the students maintained regular control in the process to accomplish required tasks, they experienced an increased sense of autonomy, which also stimulated their motivation. effects of transactional distance perceptions on efl students’ motivation takkaç tulgar 129 no. 25 discussion the results of this exploratory case study revealed different considerations of a group of efl students’ experiences in distance education regarding learner motivation. the existence of the same component was evaluated as either motivating or demotivating based on the td perceptions of the participants. the results can be discussed under the three dimensions (dialogue, structure and autonomy) proposed in td theory (moore, 1997) in the light of the participants’ experiences and relevant literature. the first dimension to discuss is dialogue which is basically about the interactional patterns available in distance education practices. within the discussion of the dialogue dimension; the availability of the interactions can be evaluated in relation to chen’s (2001) expansion of the dialogue concept covering learner-interface, instructorlearner and learner-learner interaction. as regards learner-interface interaction, the initial experiences of the participants were reported to be anxiety-provoking and demotivating as they did not have early practice in distance education format. therefore, lack of experience and ambiguity in the steps to be followed in the new format resulted in initial demotivation for most of the participants. the existence of ambiguity can be assumed to have decreased the internal motivation of the students as they felt lost at the beginning of the process. as regards instructor-learner and learnerlearner interaction suggested by chen (2001), the comments of the participants showed that they were content with the availability of interaction with their instructors and friends through online sessions. though the interactions were virtual in nature, they increased the participants’ motivation as the students were able to maintain the connection with the people they were familiar with during the depressive atmosphere caused by the pandemic. thus, from this experience, it can be inferred that distance education sessions provided the participants with an opportunity to get over the sense of isolation, as also reported in previous research (andersen, 2009; cho & tobias, 2016; hew & cheung, 2013). in light of the results of previous research and those in this study, one can, therefore, reach the conclusion that the type of interaction available in distance education was satisfactory in compensating the drawbacks coming along with the lack of genuine face-to-face interaction. unlike the participants reported to have experienced isolation and subsequent dissatisfaction in online courses in some studies (hodges & kim, 2010; vonderwell, 2003), most of the elt participants in this study were not negatively affected by the feeling of isolation. they maintained interactions with their instructors and classmates, particularly through online sessions and thus overcame the sense of having to live in a limited and threatening space. taking the particular case of the pandemic into account, one can assume that the availability of interaction with other members of the educational process was of critical contribution as the participants were going through a mentally-tiring process which was full of depressing news in coronapolis. the participants were able to cope with the sense of isolation caused by the exceptional pandemic case with the help of the interactions through distance education. hence, most of the participants effects of transactional distance perceptions on efl students’ motivation takkaç tulgar 130 no. 25 held positive considerations regarding the interaction dimension of td, which served as a source of both external motivation as a venue to keep communicating and internal motivation driving their inner enthusiasm to participate in interaction for educational purposes. at this point, regarding the transition from face-to-face education to distance education mode, it can be maintained that the interaction in the new mode of education offered them a chance to preserve their motivation in the educational process, which can be regarded as a promising case considering the demotivating atmosphere created by the pandemic conditions. within the first dimension, the presence of instructor-student and student-student interactions were also valued by the students for the development of communicative skills. since the participants were students learning english as a foreign language, they were experiencing contextual limitations for the development of their communicative skills, as a common case experienced in efl contexts (arroba & acosta, 2021; nazara, 2011). for efl learners, classroom was mostly the main setting to be exposed to and practice the target language. however, the cessation of face-to-face classes would mean the cessation of communicative production in practical and educational terms. yet, synchronous courses conducted during distance education offered them an alternative platform for language practice with instructors and classmates. therefore, assessed from the dialogue dimension, chances to interact with instructors and classmates and the opportunity to practice the language through these interactions increased the students’ motivation in developing their communicative skills during covid-19 distance education. though results of research conducted under same conditions are not available, a similar point referring to the increase in motivation and development in language skills supported by interactional chances was also reported in previous studies (abuseileek, 2012; alshumaimeri & alhumud, 2021; balaman & sert, 2017; correra, 2015). still, not all the considerations of the dialogue dimension were optimistic. some participants did not favor interactions in distance education as it created an artificial atmosphere and virtuality spoiled the natural pattern in faceto-face communication. this case was assumed to block effective communication, decreasing some participants’ motivation. interaction was claimed to be mostly limited in asynchronous sessions, which was also a point also touched upon in the literature (pelowski, frissell, cabral, & yu, 2005; vlachopoulos & marki, 2019). when the peculiar nature of language education is taken into account, it can be commented that distance education, though it offered overall satisfaction in interactional patterns, still posed some limitations in its particular comparison with face-to-face education which is rich of ample chances for exposure and genuine practice. however, upon the observation of the researcher both in face-to-face and in distance education, it mostly depends on learner’s effort in benefiting from the interactive opportunities in the learning context. in other words, either in face-to-face or in distance education, it is mainly the learner who puts effort in finding paths to develop his/her language knowledge and skills considering the pros and cons of the learning environment. effects of transactional distance perceptions on efl students’ motivation takkaç tulgar 131 no. 25 the second dimension to discuss is structure covering course design in distance education. participant evaluations of course structure revealed two perspectives; structure as overload and structure as a chance for language development. the negative perceptions of course structure as overload caused by excessive amounts of homework and limited flexibility were reported to decrease participant motivation. losing the rationale of doing homework for developmental purposes, some participants felt demotivated and questioned the effectiveness of homework which was mostly perceived as a workload to be completed within a certain period in distance education. regarding the flexibility and density of course structures, moore (1993) and drennan, kennedy and pisarski (2005) pointed at the negative correlation between these variables and td perceptions. therefore, the participants experiencing low levels of motivation because of their negative perceptions of course structure were not satisfied with the course content and flexibility levels. when this finding is evaluated, it sounds natural that the participants in this study may have experienced demotivation regarding the structure component in distance education probably because they were asked to accomplish certain course requirements without explicitly-explained rationale. thus, it seems crucial that the faculty should be clear on the objective and content of their courses so that students do not feel lost and out-of-meaning in the educational process and are able to preserve their motivation in following structure effectively. on the other hand, there were also some participants who held positive perceptions of the course structure. these participants shared the view that the content, design and instruction of the courses, which were also suggested to be essential for effective course structure (chen, 2001; desharnais & limson, 2007; huang & liaw, 2004), promoted their development in overall language proficiency and field-specific knowledge. evaluated in the light of the suggestions by moore and kearsley (2005), the increase in the motivation of these students can be the result of the satisfaction they felt with the effectiveness and contributions of course content. viewed from the motivational perspective, it can be maintained that the dense but satisfactory educational content offered a source of external motivation for these participants who also developed, in time, their internal motivation with further engagement in their studies. the third dimension to discuss is autonomy in distance education. there were also two main considerations in this dimension. while some participants stated not experiencing explicit feelings of autonomy, others expressed that they had better control over and regulation of their learning, which was considered as the essence of autonomy by holec (1981). the first group of participants reflected the view that strict course structure restricted their autonomy, therefore, motivation. the effects of highstructured courses on learner autonomy were also considered by moore (2007), who proposed that high perceptions of transactional distance regarding course structure result in low learner autonomy. therefore, low autonomy experienced by some participants during distance education can be a natural consequence of their structure perceptions. a practical suggestion to deal with the decrease in learner motivation effects of transactional distance perceptions on efl students’ motivation takkaç tulgar 132 no. 25 pertaining to the sense of autonomy can be to involve learners in the process of decision making while the program structure is established. when learners are given some voice in identifying course objectives, materials or course content, the sense of autonomy and therefore motivation is expected to increase. student involvement in such steps can be even more vital considering the physical distance between learner and instructor within the nature of distance education. the second group of participants reported development in their autonomy and an increase in motivation referring to intense course structures as the main source of this development. this case was also reported by irizarry (2002) reaching the conclusion that high structure in distance education courses increases self-discipline and learner independence, which increases learner motivation. the second group of participants also favored taking more responsibility in the learning process, accepted as a fundamental component in autonomy (lenkaitis, 2020). upon learner agency and autonomy, kohn and hoffstaedter (2017) explained that language learners, particularly non-native ones, need support to develop their agency and identity in distance education, which seems to be a condition met for some participants who felt the internal motivation to develop their autonomy in this study. the results of this study showed that students formed different evaluations and perceptions of dialogue, structure and autonomy dimensions of td; therefore, experienced varying motivational levels, internally and externally, during distance education sessions compulsorily held during the covid-19 outbreak. in terms of dialogue; effective and sufficient instructor-student, student-student and studentinterface interaction resulted in mostly positive considerations of the process and high levels of motivation. in terms of structure; satisfaction with course content, instruction and flexibility decreased negative td perceptions while increasing motivation. in terms of autonomy, course structure was reported to be the main source increasing/ decreasing learner autonomy, therefore, motivation. all in all, the findings of this study revealed varying considerations of efl learners of distance education. at this point, it can be expressed that though the current research focused on the motivational experiences of efl learners shaped under their td perceptions, the positive and negative considerations of the participants regarding the three dimensions of td point at individual differences in learners once again even under mandatorily-conducted processes. conclusion, limitations and pedagogical suggestions this study investigated the peculiar case of distance education which was conducted at an elt department at a turkish state university within the physical, psychological, social and educational boundaries of coronapolis. the results of the study effects of transactional distance perceptions on efl students’ motivation takkaç tulgar 133 no. 25 revealed that the efl students formed different perceptions of transactional distance regarding their participation in a/synchronous classes in relation to their motivation. in the light of the results, several pedagogical implications can be made as follows: • under/graduate programs can integrate courses in which not only theoretical but also practical dynamics of distance education are introduced to students in detail so that they can become familiar with this alternative platform. • under/graduate programs can revise their existing systems to integrate distance education into their regular operations. in this way, students can learn about the basic requirements and processes by actively participating in distance education sessions. • in order to integrate distance education practices into under/graduate programs, faculty members are to be trained to be aware of learner expectations and needs during distance education in relation to three td dimensions. • faculty members also need to promote chances for effective interaction besides planning an efficient course structure in order to respond to learner needs and help them develop positive perceptions of distance education. though introducing a diverse perspective to motivation studies, the results of this study are not generalizable as it reported the lived experiences only of a particular group of efl students. because of the restrictions of the pandemic process, no observation was possible to witness the in-class practices of the participants. hoping that such a disastrous case of the pandemic will never be experienced again, the 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(2014). transactional distance in an undergraduate project-based systems modeling course. knowledge-based systems 71, 41-51. http:// dx.doi.org/10.1016/j.knosys.2014.05.022 yilmaz, r., & keser, h. (2015). transactional distance perception and its reflections on distance education practices. ankara university journal of faculty of educational sciences, 48(2), 37-59. yin, r. k. (2014). case study research: design and methods (5th ed.). thousand oaks, ca: sage publications. zilka, g., rahimi, i., & cohen, r. (2019). sense of challenge, threat, self-efficacy, and motivation of students learning in virtual and blended courses. american journal of distance education, 33(1), 2-15. doi:10.1080/08923647.2019.1554990 zimmerman, d. (2012). exploring learner to content interaction as a success factor in online courses. the international review in open and distance learning, 13(4), 152-165. https://doi.org/10.19173/irrodl.v13i4.1302 author: dr. aysegul takkac tulgar, is an associate professor at elt department, atatürk university, turkey. she completed her undergraduate education at middle east technical university and ma. and phd. degrees at ataturk university her research interests are cross-cultural pragmatic competence, glocalization and language education. orcid: https://orcid.org/0000-0001-6401-969x 138 no. 25 effects of transactional distance perceptions on efl students’ motivation how to reference this article: takkaç tulgar, a. student motivation in coronapolis: effects of transactional distance perceptions on efl undergraduate students’ motivation. gist – education and learning research journal, 25. https://doi.org/10.26817/16925777.1452 97 exploring teachers’ use of technology in classrooms of bilingual students1 mayra c. daniel and john e. cowan2* northern illinois university abstract this article presents results of an investigation that documents teachers’ perceptions of the contribution of technology use in classrooms of bilingual learners. study questions asked how teachers perceive teacher-made digital movies impact learning, and what situational factors delimit technology infusion. data gathered in focus groups and surveys indicate teachers perceive appropriate technology gives bilingual students greater access to academic language. results strongly suggest that school administrators control access to technology. keywords: technology, multi-modal instruction, bilingual learners, academic language resumen es articulo presenta los resultados de una investigación sobre las percepciones que tienen los docentes frente a la contribución de la tecnología en el aprendizaje de estudiantes bilingües. las preguntas de investigación pretenden conocer la apreciación de los docentes sobre el uso de material digital diseñado por ellos mismos, el impacto que estos generan en el aprendizaje de los estudiantes y los factores situacionales que limitan el uso de la tecnología. los datos obtenidos a través de los grupos focales y las encuestas aplicadas a los participantes revelan que los docentes perciben que el uso adecuado de la tecnología permite a los estudiantes bilingües ampliar el acceso al lenguaje académico. los resultados sugieren que los directores de las escuelas controlan el uso de la tecnología. palabras claves: tecnología, enseñanza multimodal, estudiantes bilingües, lenguaje académico. 1 received: july 28th, 2012 / accepted: august 15th, 2012 2 email: mcdaniel@niu.edu, jcowan@niu.edu gist education and learning research journal. issn 1692-5777. no. 6, november 2012. pp. 97-110 no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 98 resumo este artigo apresenta os resultados de uma pesquisa sobre as percepções que têm os docentes frente à contribuição da tecnologia na aprendizagem de estudantes bilíngues. as perguntas de pesquisa pretendem conhecer a apreciação dos docentes sobre o uso de material digital desenhado por eles mesmos, o impacto que estes geram na aprendizagem dos estudantes e os fatores situacionais que limitam o uso da tecnologia. os dados obtidos através dos grupos focais e as pesquisas de opinião aplicadas aos participantes revelam que os docentes percebem que o uso adequado da tecnologia permite aos estudantes bilíngues ampliar o acesso à linguagem acadêmica. os resultados sugerem que os diretores das escolas controlam o uso da tecnologia. palavras chaves: tecnologia, ensino multimodal, estudantes bilíngues, linguagem acadâmica. exploring teachers’ use of technology in classrooms of bilingual students in this investigation we collaborated with a group of educators enrolled in a program to satisfy requirements from the state of illinois in the united states (us) to teach bilingual students. we asked the teachers to integrate digital media technology, windows moviemaker, into a lesson designed to promote academic english language acquisition and also focused on formative assessment. two professors, one with a background in preparing teachers to work with bilingual students, and one who prepares teachers to integrate technology in instruction, guided the educators as they developed their lessons. besides supporting the educators in the design of their lessons, we asked the teachers to consider their use of technology as participation in a system of activity that includes rules, tools, and people (engeström, 1987). we involved the teachers in the tasks of creating the technology as well as examining how their school system made it possible or difficult to add a technology component to instruction. study results demonstrate that it can be an arduous task for teachers to get around protocols in their schools that control access to technology even when they want to do so and believe it benefits their students. exploring teachers´ use of technology in classrooms of bilingual students daniel & cowan no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 99 bilingual learners in schools student populations are changing in their linguistic diversity and teachers are responding by looking for ways to make disciplinary specific language comprehensible to all learners. in the us approximately a quarter of all children are born to immigrant families (suárezorozco & suárez-orozco, 2009). these learners speak about 460 different languages (kindler, 2002), and the overwhelming majority, some 79.5%, speak spanish as their primary language (goldenberg & coleman, 2010). the teachers who were part of this study were in graduate school as a reaction to their need to learn new strategies to work with bilingual learners. many were monolingual mainstream teachers teaching students from different language backgrounds at various levels of english language proficiency. considering the changing demographics, advocacy and quick action are needed to develop and implement curricula to effectively teach academic language and help teachers to design and implement pedagogies that incorporate current technology. please note that in this article we will refer to bilingual learners as english language learners (els). academic language researchers support multi-modal instruction for els because it provides them scaffolds to understanding with pictures, words, music, and text that adds context to the learning (chamot, 2009; echevarria, vogt, & short, 2008). appropriate technology can help a teacher develop this student centered pedagogical approach. technology can facilitate second language acquisition because it can be used to enhance intercultural communication (erben, ban, jin, & summers, 2007). task-based and content language instruction that involves learners as active participants emphasizing process over product came to the fore in the 1990’s (nunan, 1999; snow and brinton, 1988). we cannot overlook what research suggests benefits second language learners. with the right technology, els can collaborate with classmates to complete interactive tasks that make good sense to them and result in language learning. we know that it is not easy for els to learn the majority language as well as master the content they are taught (august & shanahan, 2006; short & fitzsimmons, 2007). we also know that good teachers address the culturally influenced learning styles of their students (pang, 2005; chow & cummins, 2003). they investigate the els’ funds of knowledge in order to assure the learner can relate to what is taught (gonzález, moll, & amanti, 2006). multi-modal instruction can be a exploring teachers´ use of technology in classrooms of bilingual students daniel & cowan no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 100 medium to offer content-rich contexts that both address and add to els’ funds of knowledge while focusing on listening, speaking, reading, writing, and discussion (cummins, brown, & sayers, 2007; kelley, lesaux, kieffer, & faller, 2010). it is important to find the right balance to teach disciplinary content and develop cross-disciplinary skills and strategies (chamot, 2009). in addition, cummins’ early development of the basic interpersonal communication skills (bics) and cognitive academic language proficiency (calp) dichotomy (cummins & swain, 1986), as well as his later work (cummins, brown, & sayers, 2007), suggest els need something that technology can help deliver; explicit instruction. teachers can use many different technologies to scaffold instruction and to engage students in small group collaborative tasks that require listening, speaking, reading, and writing. because of this multimodal capacity, technology has the potential to allow students to work at their own level and within their areas of strength. when instruction is planned so that students work at their zone of proximal development they can acquire academic language while experiencing low stress levels (vygotzky, 1986). movies offer print, music, and visually appealing pictures that deliver an inviting less stressful classroom environment (krashen, 1981; erben, ban, jin, & summers, 2007; lesaux, kieffer, faller, & kelley, 2010). we propose that the sensory contexts of movies facilitate the creation of a third space for productive classroom inter and intra-personal dialogue (bhabha, 1994). in these spaces, students who are literate, as well as those on the path to biliteracy or multiliteracy can identify the similarities between their linguistic and cultural capital, the teachers’, and their monolingual classmates’ (daniel, taylor, schwarzer, garcia, despagne, peigne, & cohen, 2011). garcia’s (2009) definition of translanguaging as acts that give bilinguals access to different linguistic features, supports the use of technology. her work aligns with what gutiérrez, baquedano-lópez, alvarez & chiu (1999) label as hybrid language practices. it seems clear that instruction delivered through appropriate technology has to be beneficial for els. technology as an instructional tool hunter (1971) addressed the need to capture the student’s attention when beginning a lesson. technology can be this tool that adds context to the learning. it also supports thinking because it asks a learner to use short and long-term memory. short-term memory involves listening and seeing (norman, 1982) while long-term memory asks the learner exploring teachers´ use of technology in classrooms of bilingual students daniel & cowan no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 101 to retrieve and use acquired knowledge without conscious monitoring. when els interact with new language numerous times, ideas can pass from short to long-term memory. technology affords els the scaffolds to develop control over a text through this processing of auditory and visual input (norman, 1993). norman argued that learning is a balance between acquiring, retaining and retrieving information (1982; 1993). we know that acquiring fluency in a new language is a taxing process that requires both a conscious and unconscious focus on language (krashen, 1981; 1982). until an el can unconsciously retrieve and use a second language, he/she needs explicit instruction. technology can help a learner travel down this path of consciously focusing on language to using it. use of technology in instruction can help the el reach the state of flow (czikszentmihalyi, 1990; 1998) when he/ she is immersed in an activity to the degree that everything else fades into the background and self-consciousness disappears. it appears that technology infused instruction expedites this process. research questions in this study, we identified a population of teachers who had enrolled in graduate school to learn how to better work with their populations of els. we used a modified design-based research approach (wang & hannefin, 2005) and basic elements of engeström’s (1987) ast model in an attempt to identify insiders’ perspectives on specific factors supporting or inhibiting the use of technology in classes with els. the questions that guided this study were: 1. how do teachers perceive teacher made movies help els develop academic language? 2. what factors control teachers’ use of technology? methodology participants were 26 teachers, 2 males and 24 females from rural areas of the state of illinois in the us. fifteen taught at the elementary level, nine worked at the secondary level, and two were middle school administrators. what the teachers had in common was that they were completing coursework to become highly qualified to work with els. they were enrolled in their sixth graduate course together. course delivery was in a format of four face-to-face sessions and ten on line classes. one participant was latina, three were english spanish bilinguals, and the rest were monolingual english speakers. the exploring teachers´ use of technology in classrooms of bilingual students daniel & cowan no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 102 teachers represented 16 different school districts covering a range of approximately 150 miles. all schools were at least 40-50 miles from the city of chicago, il. the teachers were part of a grant project focused on preparing teachers to work with els in rural school districts. we showed the teachers how to use the microsoft windows moviemaker application. their task was to work in teams over a period of four months to design and each teach one lesson to els with identified english language and content objectives. the lesson would include a performance assessment task and a pre and a post-evaluation of learners. the teachers could choose to incorporate their movie any time during their lessons; as part of or after the anticipatory set, and/or as an assessment tool at any point in the lesson. we told the teachers their role was to be participants/collaborators in the research. we used the term collaborators out of respect. many of the teachers had master’s degrees and were well-seasoned educators. they were pleased that we valued their expertise. we shared the study’s questions and explained their role during class time. we enrolled the teachers in our research by explaining that they would be asked to write reflectively about their experience of integrating technology. we showed them engeström’s ast triangle as a model for capturing activities (1987) and explained its components. refer to figure 1 for a pictorial definition of tools, rules, and labor. figure 1. engstrom’s ast triangle data collection and analysis each participant completed an open-ended survey and participated in a focus group of ten people. survey prompts asked the teachers to share what supports or inhibits their use of technology with their students, and to evaluate the effects of the technology use on els’ learning. the exploring teachers´ use of technology in classrooms of bilingual students daniel & cowan no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 103 teachers were asked to examine their students’ learning informally and not with a summative examination. focus group questions involved the teachers in a conversation related to their experience designing, creating, and using the movies. refer to table 1 for the questions used in the focus groups. table 1. focus group questions what types of technology do you use in your teaching? besides for teaching, how do you envision using your new found skill as a movie maker? what did you learn from this experience? how did adding the movie impact instruction? will you show your elss how to make their own movies? what types of technology do you require your els to learn and use in their assignments? what would make it easier for you to use technology in your teaching? what is unique about using technology with els? what technology challenges do you encounter in your teaching? the focus group conversations were analyzed qualitatively and quantitatively in order to identify recurring or absent themes (strauss & corbin, 1990), themes that promoted new pedagogies, collaboration and/or difficulties faced by the teachers, and strong reactions in participants. symbolic convergence theory (sct) (daniel, 2002) was used to analyze the themes that caused the greater emotional responses. sct has been used in previous studies with teachers engaged in focus group conversations to document the development of ideas. in this study, the themes that evoke greater emotional responses are those that constitute the reality of life in the schoolhouse for the teachers (bormann, 1983). we independently coded the survey responses and the focus group conversations prior to comparing our findings. we also examined the reflective piece that was part of the lessons the teachers prepared. exploring teachers´ use of technology in classrooms of bilingual students daniel & cowan no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 104 results teacher comments in both the focus groups and the open-ended survey questions highlight that regardless of the funding available to a school district, the teachers either experience high-tension levels as they attempt to integrate technology into the curriculum, or face very few tensions. furthermore, the main determinant of whether or not a teacher experienced high or low degrees of tension was the support or lack of support for the use of technology from the administrators. noteworthy themes in this research can be divided into four categories: engagement of els, available technology, access to technology, and support for technology use. engaging els although creating movies was a new experience for all but two participants, as a group the teachers unanimously agreed that the movies they prepared helped the els in their classrooms to gain greater access to the curriculum. the teachers also shared that their movie-making efforts garnered approval by their students. one teacher commented, “omar (a pseudonym) made a movie with pictures of his uncle’s friends to tell the story of their salsa band and brought it to class.” teacher comments suggest they initially perceived technology would serve the learners well as a medium for introducing new language and discussing content. however, once they designed their movies and used them, they discovered that they could also use them to guide learners as they completed assignments, and as evaluation protocols. gloria (a pseudonym), an older teacher from a group of four shared, “now that i know how to make a movie, the next step is to ask my students to do it. and i will use it to replace the test. i will be able to evaluate what they have learned in a way that won’t punish them.” this foursome was an interesting group of educators because two of the teachers were mother and daughter and were employed in two different districts. it was the mother who was so amazed at the student involvement. as a reaction, the group discussed the benefits of modeling the technology for their students. it seemed that all participants saw how easily they could better connect with the technologically savvy generation. there seemed to be an element of surprise present as the teachers made links between their observations and the cognitive academic language learning approach (calla), one of the textbooks they had used in the course they had completed the prior semester (chamot, 2009). calla is a reflective approach to lesson planning for teachers of els. it divides teacher responsibilities into five stages; exploring teachers´ use of technology in classrooms of bilingual students daniel & cowan no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 105 preparation, presentation, practice, self-evaluation, and expansion. teacher comments demonstrate agreement across all participants that teacher made movies improve instruction at all stages. one group of teachers reported using the movies to “ activate prior knowledge, use new vocabulary, and to explain and model.” another group used the movies “to teach students strategies and self-assessment.” yet a third group reported the movies “worked well in the anticipatory set and in expansion activities.” one group of teachers excitedly shared, as one spoke over the other, and the rest nodded in agreement, “we feel that the videos helped all students, not just the els, better understand the information included in our unit, as well as develop ideas and insights into the altars they were making for a culmination of this unit.” one teacher’s statement wholeheartedly supports technology as part and parcel of all classroom instruction. this teacher stated, “after learning to make digital movies and implementing my movies into a lesson, i hope to learn how to better implement my movies in my lesson planning. the els love using this type of technology.” the teacher seated next to her added, “this component of instruction has created great interest. they are using the language in the movie.” available technology the teachers seemed accepting of whether or not they had available technologies. one district administrator shared, “there’s nothing built into school budgets about how many computers a school should have.” the other administrator in the group acknowledged the problems in his district when he said “there’s typically a 10 year cycle for replacing computers in budgets.” none of the participants considered their expertise as needing to be nurtured or as an available technology tool. it is of interest that many of the schools represented have plenty of current technologies such as digital cameras, smart boards, and document cameras financed by grants. although the teachers were cognizant that grants were financing the new technologies they were confident that their schools would not be adversely affected by a lack of grant monies in the future. some of the teachers mentioned issues such as broken equipment, inadequate staff development, and low student to computer ratios. one teacher complained that in her district “there is one mobile laboratory for 1500 students.” exploring teachers´ use of technology in classrooms of bilingual students daniel & cowan no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 106 access to technology access to technology was an ongoing repeated theme and a major problem in the majority of the schools represented. in some schools accessing the internet and downloading new programs is never a challenge while in others, there is great tension. many of the teachers expressed their frustrations when they assign their students to do research on the internet and many sites are blocked. one teacher’s statement captures the tensions in her low functioning system. she said “in my school we are required to email problems to the tech staff. how can we email if our computer breaks down? so we have to go to another classroom to email them. and then they don’t come.” although on the one hand the teachers accept their limitations, technology access created an uproar in the groups. community support for technology teachers from high-tension systems report being held back by administrators who control access to technology. several of the teachers mentioned “friction between colleagues who oppose technology infusion.” they believe the “lack (of) time needed to develop technology expertise is an issue.” in the focus group conversations there was unanimous agreement that working in groups had allowed them to collaborate because “when i didn’t know the answer there was someone to help me.” the teachers emphasized their need to have time to collaborate. they shared that it was the support they gave each other that kept them committed to finishing the movie-making project. one teacher group even admitted to having gone on the internet and asked questions of a 14-year-old who was technologically savvy. conclusions and implications for practice implications from this study are that school districts that support teachers using technology make it possible for their teachers to better address their els’ needs. there was great enthusiasm on the part of the teachers even in the face of the frustrations they shared. it is revealing that the obstacles identified in this study do not suggest that teachers are unwilling to learn new approaches. instead, they support collaborative curriculum development. it appears that school district personnel apply for grants and the training grant subsidies finance but often do not go beyond this to make technology part and parcel of their curriculum. exploring teachers´ use of technology in classrooms of bilingual students daniel & cowan no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 107 references august, d. & shanahan, t. 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(2005). design based research and technology enhanced learning environments. educational research and development, 53(4), 5-23. exploring teachers´ use of technology in classrooms of bilingual students daniel & cowan no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 110 authors * mayra c. daniel is an associate professor in the department of literacy education at northern illinois university, de kalb, il. she earned her ed. d in curriculum and instruction from illinois state university. her research interests include critical literacy, multicultural education and reading and writing in a second language. email: mcdaniel@niu.edu * john e. cowan has a ph.d in language, literacy and sociocultural studies from the university of new mexico. he is an assistant professor in the department of educational technology and research at northern illinois university. his research interests include educational technology, training and learning technologies. email: jcowan@niu.edu exploring teachers´ use of technology in classrooms of bilingual students no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) gist final1.indd 96 a narrative inquiry into preservice english teachers’ imagined identities1 una investigación narrativa sobre las identidades imaginadas de profesores de inglés en formación maría cristina sarasa2* universidad nacional de mar del plata, argentina abstract this paper explores co-construction processes of eil (english as an international language) pre-service teacher identity in an undergraduate english teacher education program at an argentinean state university. the study focuses on the professional nature of future language teachers’ identities expressed in the individual stories the young people co-composed with the author working as participant researcher. the design employed narrative inquiry as a research methodology whose techniques allow the gathering of field texts inside and outside the program’s classrooms. the overall study included 24 sophomores whose professional identities were conceptualized narratively during the 18-month-long inquiry. this paper offers four participants’ accounts, evincing the co-authoring of an imagined (future) teacher identity. after rendering the students’ stories, we briefly discuss some implications this power of envisioning the (prospective) teaching self may have for eil teacher education. keywords: higher education, in-service english teacher education, narrative inquiry, identity co-construction process. resumen este trabajo explora procesos de co-construcción de la identidad profesional de docentes de ili (inglés como lenguaje internacional) durante su formación como profesores de inglés en una universidad estatal argentina. el estudio se centra en el carácter profesional de las identidades de estos futuros docentes 1 received: december 15, 2015 / accepted: march 8, 2016 2 mcsarasa@hotmail.com gist education and learning research journal. issn 1692-5777. no.12. (january june) 2016. pp. 96-114. sarasa no. 12 (january june 2016) no. 12 (january june 2016) 97 expresados en las historias individuales compuestas conjuntamente con la autora que trabajó como investigadora participante en el proyecto. el diseño metodológico empleado fue la investigación narrativa cuyas técnicas permiten la recopilación de textos de campo dentro y fuera de las aulas de clase del programa. el estudio completo incluyó 24 participantes cuyas identidades fueron concebidas de modo narrativo durante 18 meses. este artículo presenta los relatos de cuatro estudiantes, resultado de la construcción conjunta de la futura identidad docente imaginada. después de la interpretación de las historias de los estudiantes, el artículo discurre brevemente sobre algunas implicancias de visualizar la identidad docente en la formación de profesores de inglés. palabras clave: educación superior, formación inicial de profesores de inglés, investigación narrativa, procesos de co-construcción identitaria. resumo este trabalho explora processos de co-construção da identidade profissional de docentes de ili (inglês como linguagem internacional) durante a sua formação como professores de inglês em uma universidade estadual argentina. o estudo se centra no caráter profissional das identidades destes futuros docentes expressados nas histórias individuais compostas conjuntamente com a autora que trabalhou como pesquisadora participante no projeto. o desenho metodológico empregado foi a pesquisa narrativa cujas técnicas permitem a recopilação de textos de campo dentro e fora das salas de aula do programa. o estudo completo incluiu 24 participantes cujas identidades foram concebidas de modo narrativo durante 18 meses. este artigo apresenta os relatos de quatro estudantes, resultado da construção conjunta da futura identidade docente imaginada. depois da interpretação das histórias dos estudantes, discutiuse brevemente algumas implicações de visualizar a identidade docente na formação de professores de inglês. palavras clave: educação superior, formação inicial de professores de inglês, pesquisa narrativa, processos de co-construção de identidade. sarasa no. 12 (january june 2016) no. 12 (january june 2016) 98 introduction the teaching and learning of english as an international language (eil) in spanish-speaking south america constitute rich areas for studying processes of in-service teacher identity construction, which have remained to date mostly under researched in this milieu (renart & banegas, 2013). as opposed to english as a second language (esl) and english as lingua franca (elf) contexts (norton, 1997, 2013), our setting constitutes an interesting field for exploring the professional aspects of that identity (czerniawski, 2013; day & sachs, 2009), away from essentialist native-nonnative speaker dichotomies (holliday, 2009). this paper stems from an overall narrative research aimed at understanding meaningful local, situated, identity construction processes of future english teachers studying in an argentinean state university by posing the interpretive question “how do these undergraduates’ stories negotiate the development of their professional identity?” to carry out this qualitative research, we utilized the methodology and field-text gathering processes of narrative inquiry (connelly & clandinin, 2006), working inside and outside the eil classroom with 24 sophomores whose identity narratives in english—the language of instruction in their teacher education program—we co-composed over an 18-month-long phase. through narrative analysis (creswell, 2012) and contra punctual reading of the literature, we coined four teacher identities as desired (zembylas, 2007), passionate (day, & sachs, 2009), fluid (giroir, 2014), and imagined (anderson, 1983). this article focuses on the imagined identities of four undergraduates. their storied negotiations of their envisioning how to become eil teachers suggest insights into the complexities of initial teacher education curriculum and practices framed within a south american spanish-speaking setting. literature review initially, elt signaled its concern with the relationship between teacher and learner identity in 1997 with the publication of tesol quarterly’s seminal monographic volume. moving beyond linguistics, the editor defined the concept as indicating “how people understand their relationship to the world, how that relationship is constructed across time and space, and how people understand their possibilities for the future” (norton, 1997, p. 410). the paper’s preoccupation hinged on the last terms, i.e. “the ownership of english,” problematizing the rights of property to which speakers (self)characterized as belonging to different ethnic, socio-cultural, geographical, and linguistic a narrative inquiry into pre-service sarasa no. 12 (january june 2016) no. 12 (january june 2016) 99 backgrounds, should be entitled—or not. these questions are relevant to those esl/elf spaces (kaypak & ortaçtepe, 2014), in which identification issues concerning native/non-native speakers’ economic, social, cultural, linguistic, and symbolic capitals (bourdieu, 1984), together with their ethnicity, have been revealed away from simplifying polarities (canagarajah, 2007). research on students’ motivation and investments in their esl/ elf learning selves (norton, 2000, 2013); their member status in varied discursive groups (canagarajah & wurr, 2011); and efforts to suppress splits between the subjectivities of native and non-native speakers of english (holliday, 2009) has progressively emerged in esl/elf, mostly within north america, europe, and asia. for example, norton’s ground-breaking work (2000, 2013) has focused on the constraints of ethnicity, gender, and class, and how these constrictions affected the investment that migrant female esl learners (polish, vietnamese, czechoslovakian, and peruvian) made to acquire the language in canada. benson and nunan’s (2005) work originating in their narrative research in hong kong presents studies carried out in the uk, wideranging asian locations, and new zealand, with european, (east) asian, and middle eastern students of english who were constructing their language-learner identities. more recently, nunan and choi (2011) have compiled identity narratives by european, american, australian, and asian instructors, students, specialists, and researchers. english teachers’ identities have increasingly become the focus of many studies. tsui’s (2007) narrative inquiry into a chinese eil teacher struggling to position his multiple identities was pivotal in her country where research has been gradually carried out on the pedagogical identity crises suffered by an efl university teacher (liu & xu, 2011). others include studies of efl teachers’ narrative construction as university researchers (xu, 2014); and hong-kong’s and mainland china’s pre-service efl teachers’ identities (gu & benson, 2014). hayes’ (2009) case study of an efl thai teacher in a state school has underscored the need to learn about teachers and teaching in world places—such as ours in the southern cone—where most english is taught but the least research is done. in the us, zacharias (2010) probed into the identity construction processes of 12 asian teachers in a tesol graduate program. in continental europe, ruohotie-lyhty & moate (2015) recently studied the development of agentic identity in freshman efl finnish student-teachers. hispanophone south america is a large area with long standing eil (sharifian, 2009) learning and teacher education programs. a narrative inquiry into pre-service sarasa no. 12 (january june 2016) no. 12 (january june 2016) 100 however, teachers’ and students’ voices regarding their identity construction processes have remained basically under-represented and deemphasized in the literature (barahona, 2016), albeit in some recent contributions (arias, 2014; renart & banegas, 2013; sarasa, 2014). in our own preand in-service teacher education, identity is examined in terms of its professional features, rather than non-existing local dichotomies between native and non-native speakers. the term professional has signposted the “complex amalgam combining teacher biography, identity work, and the values embedded within different communities of practice” (czerniawski, 2013, p. 383), another comparatively novel category indicating “groups of people… bound together by shared expertise and passion for a joint enterprise” (wenger & snyder, 2000, p. 139). along these lines, narrative inquiry has defined teacher professional identity as “narrative life compositions” (clandinin, cave, & cave, 2011, p. 1), expressed by “stories to live by” (clandinin, downey & huber, 2009, p. 141). thus, ontologically and epistemologically, “thinking of life as a story is a powerful way to imagine who we are, where we have been, and where we are going… we live stories. when we talk to others about ourselves we tell life stories (connelly & clandinin, 1994, pp. 149-150). for over a decade now, studies on english teachers’ and students’ identities have converged with narrative inquiry (bell, 2002; pavlenko, 2002). the profession has fairly lately coined the notion of narrative knowledging as “an umbrella term to refer to the meaning making, learning or knowledge construction that takes place at all stages of a narrative research project” (barkhuizen, 2011, p. 5). these developments have been probing rewardingly into those local, situated teachers’ identity construction processes advocated by the literature (canagarajah, 2005) as vital to the fields of elt and eil. those endeavors are also fundamental to underpin continuous professional development (johnson & golombek, 2011) in a world zone like ours, where eil is taught and learnt for worldwide communication beyond its continental borders. methodology research design our research is inscribed in the qualitative paradigm (denzin & lincoln, 2005). it involves a narrative inquiry into the development of pre-service eil teachers’ professional identity. ontologically and epistemologically, narrative inquiry—originally created by connelly and clandinin in their pivotal 1990 paper—encompasses “the study a narrative inquiry into pre-service sarasa no. 12 (january june 2016) no. 12 (january june 2016) 101 of experience as story” (dewey, 1998/1938), thus requiring a narrated “view of experience as phenomenon under study” (connelly & clandinin, 2006, p. 375). context and participants the local context involved 24 argentinean undergraduates attending an advanced english language communication course in an english teacher education program at an argentinean state university. most narratives were gathered in the second semester of 2014, during ten classes taught exclusively in english, led by the assistant professor, and accompanied by two teaching assistants. the year 2015 was devoted to co-composing 24 individual narratives and to validation encounters. since i am a teacher educator within the program, my research evinces strengths and weaknesses inherent to a qualitative study involving a participant researcher. apart from requesting and obtaining students’ informed consent, i took ethical safeguards (clandinin & murphy, 2009) in order to render the inquiry transparent while shunning power asymmetries or infliction of undue discomfort. data collection instruments instruments for registering oral and written field texts (clandinin & caine, 2013) within and without the classroom drew on life story interview techniques (mcadams, 2008), including the following, performed in english, the language of instruction in the course and the teacher education program: a) a personal information sheet; b) narratives on fictional and family stories, educational and linguistic biographies, memorable teachers, real life heroes, and significant challenges; c) an identity essay; d) a memory box on life’s turning points; and e) a group dialogue on wise academic decisions. communication with participants also involved bilingual (english-spanish, as the inside/outside of class settings dictated) face-to-face exchanges, emails, and interaction on the virtual learning environment to co-compose the content of the 24 narratives while emerging categories were validated (creswell, 2007, 2012) during virtual and personal exchanges throughout 2015. the decision to gather the texts within the classroom—in the context of an advanced english communication course—and through the medium of the english language was grounded in several reasons. first, university english teacher education programs in argentina only accept candidates with an advanced command of the language. this means that most cultural, linguistic, and pedagogic courses involve academic a narrative inquiry into pre-service sarasa no. 12 (january june 2016) no. 12 (january june 2016) 102 disciplines taught in english, using authentic materials suitable for native speakers of the language studying those same subjects at college level. in this milieu, students naturally expect, and are expected, to use only english in the classroom, the means and object of instruction, and the content they will one day teach. second, the literature reports on the benefits inherent to non-native speakers’ writing experiences in eil since identity reflection is enhanced when voiced in the target language. this also allows them to manifest their voices through their vast eil linguistic resources (norton, 1997, 2000, 2013). finally, the use of eil involves our participants’ very teaching identities while the fact that they are hyper-aware eil users enhances their stories’ verisimilitude (kramsch & lam, 1999). data analysis and interpretation the co-configuration of stories and their analysis involve the researcher’s narrative categorization of participants’ identities (creswell, 2007, 2012) since retelling means conceptualizing (britzman, 2003). identities were first structured along a throughline obtained from students’ accounts. i categorized four original identity plotlines conceptualized as desired, passionate, imagined, and in transit. due to space constraints, we present imagined teacher professional identities emerging from four participants’ own compositions in the english language—the means and object of instruction in the teacher education program—highlighting their original authorial english quotes in the texts below, according to the long-established tenets of narrative inquiry (cortazzi, 2001). results drawing on students’ narratives, we coined professional identities driven by desire (zembylas, 2007); passion for teaching (day, & sachs, 2009); fluidity (giroir, 2014); and imagination. these four stories of envisioned identity resignify anderson’s imagined communities, whose “members… will never know most of their fellow-members… yet in the minds of each lives the image of their communion” (1983, p. 6). james nicholas white with enough hard work and planning i am certain that anyone can find one’s own style and become a great teacher. a narrative inquiry into pre-service sarasa no. 12 (january june 2016) no. 12 (january june 2016) 103 james was born in a nearby city in 1990. his chosen pseudonym combines his translated names with white fang’s surname in london’s eponymous novel. james loves the epic genre he has read in the iliad and watched in spartacus because it “portrays some of the greatest virtues of men, such as love, brotherhood, honor, and perseverance.” his hero is american social engineer jacque fresco, “whose idea of a global socioeconomic system based on social cooperation and scientific methodology will come true.” james attended a catholic parochial school in our city where he started english in second grade. when he began watching american tv series with his elder siblings, he picked up the sounds of the language by relating them to their spanish screen subtitles. at about 11, he started playing video games whose english captions he read out loud, acting out character roles and imitating the pronunciations heard on tv. by age 14, “i had learned a lot more english at home than at school and it was no wonder how i was getting good grades. the more i learned english on my own, the more i thought i had a gift and my motivation to keep learning kept growing.” his family could not afford private lessons but a schoolteacher spotted his “virtues” and encouraged him to continue learning on his own. his educational experience was not smooth since in junior high he was bullied as a “geek” by the “cool kids.” when he started playing basketball he found an exit from this “dark place.” his identity essay reflects these struggles: i am one of the billions of people who have been heartbroken, hurt, bullied, or abused in any way at some point in their lives. i am one of the people who are still standing. i am one of the people who see every difficult experience as a learning experience and an opportunity to grow stronger… i am one of the people who are reluctant to go to a shrink for that kind of counseling, believing the answer lies within them. james’ memorable schoolteachers include his exact science instructor who tailored her lessons to foster understanding of newton’s third law of motion. his physics teacher introduced gravity empirically, encouraging his students to think critically. james is aware of “that kind of teaching [that] draws me more into pedagogy than the teaching of a specific discipline.” when he graduated from school, he enrolled in biochemistry. with hindsight, he realized he had been overconfident and underprepared. his neglect of his studies was compounded as he started dating a classmate who left him devastated when she ended their relationship. in 2010, he entered the english teacher education program “to do something i had always been good at: english… so i figured i might use that talent as a future profession.” a narrative inquiry into pre-service sarasa no. 12 (january june 2016) no. 12 (january june 2016) 104 in his personal information file, james indicated that, by august 2014, he had taken 11 finals out of the 32 the curriculum prescribes. two freshman courses proved to be enlightening for him. in the first, he underwent an epiphany after reading frank mccourt’s teacher man, a book he deems should be compulsory for its power to confirm students’ vocation as it did his own. i am… one of the very few men who intend to become english teachers, and one of the even less future english teachers that have a scienceoriented former education. i am one of the countless people who stumbled across the field of pedagogy and found themselves, to their own surprise, loving the discipline. in the second course, there was a lecturer “whose… way of making jokes and providing bizarre examples used to call everyone’s attention… his style made it easier for everyone to focus in class and follow the explanations.” his respect for this teacher increased after he realized the humor was carefully planned. although he is not working as a teacher yet, he believes that, as he puts it, even if “not everyone can get to be a funny or likeable teacher… with enough hard work and planning i am certain that anyone can find one’s own style and become a great teacher.” emma i had to work extremely hard and retake several subjects. i think this is the way to achieve my goal: becoming an english teacher. emma was born locally in 1990. her selected name alludes to austen’s eponymous character. her preferred fiction is pride and prejudice, “i found that period in england was even more interesting than i thought. i also liked how austen described how being in love at that time was.” emma attended a local catholic school where she remembers several teachers. one “explained the main topics in a significant way” while another motivated them to continue learning. these “teachers had an impact on my life as i see myself doing that as a teacher in the future.” her political ideas teacher’s “lectures were so clear and memorable that sometimes we did not have to study for the tests.” emma owes her deepest learning experiences to taekwondo, whose principles initiated a new life for her at 16. her taekwondo master is her memorable teacher and real-life hero. a narrative inquiry into pre-service sarasa no. 12 (january june 2016) no. 12 (january june 2016) 105 his wisdom has helped me to overcome the most difficult situations. he has never shown me the solutions but rather he had made me reflect upon my behaviors and choices so that i could come up with an answer. apart from earning a black belt, she also became a certified international instructor after completing a specialized course. at five emma started babbling away in “what i thought was english. i loved doing it because i thought i was very fluent.” in her early teens, she shared an english tutor at her cousins’ house where she had a revelation: i do not remember the grammatical aspect… but i do remember the topic: the triangular trade… i was dealing with that historical subject at school… i became aware that english was not just about grammar and vocabulary; i realized that there was an entire new world waiting for me. in 2009, she enrolled in our program since she was interested in teaching and loved english “literature, history, and culture.” she suffered a number of setbacks because she had “believed that i knew a lot” whereas she realized she needed sustained work rather than innate talent. by august 2014, she had completed 13 out of the 32 mandated courses, several of which she had to attend again during “years of frustration and hard work.” she also learnt to prioritize study time, momentarily quitting taekwondo and volleyball training. emma values the care of a teacher in a freshman course who offered positive feedback, encouraging her to capitalize on her mistakes. not only has emma overcome academic obstacles, but she has also surmounted personal ones. when she narrated her greatest personal challenge, she asked a classmate to read a text about abused women’s belief. [they believe that] they are the problem because they have been continually told that by their abusive partner… [who] may quickly switch between verbally abusive and more caring behavior which means the woman is often unsure of what to expect. today, she feels proud about having ended this relationship thanks to her friends’ advice and her own strength. this is the reason why she is able to represent herself as a narrative inquiry into pre-service sarasa no. 12 (january june 2016) no. 12 (january june 2016) 106 [i am] one of the people who have to work hard to achieve their goals. i am one of the people who are not talented but are passionate about the things they do. i am one of the people who were mistreated by the person they loved. i am one of the people who had to overcome years of suffering after being told they would never succeed. i am one of the people who want to help their friends when they are facing similar problems. i am one of the people who would not let anyone hurt their feelings again. i am one of the people who now appreciate their friends’ pieces of advice… i am one of the people who think that sacrifice is the key to achieve success. currently teaching english in her old school’s kindergarten, she envisages attaining her goal of becoming a graduated english teacher. fátima i am going to try it hard, even though it takes me three times more than the time it is supposed to take. fátima was born locally in 1980. her name purposefully alludes to ildefonso falcones’ novel la mano de fátima. her parents met in portsmouth, uk, where her father arrived on board a navy submarine and happened to assist her british mother on a skating rink. after dating for seven years, they married and settled down in argentina. her mother initially spoke english to her children until a kindergarten teacher claimed the practice was harmful. fátima never spoke english again until 24. however, she understood the words her mother spoke to uk relatives on the phone or during private lessons at home. fátima attended a primary catholic school for girls where “the academic level was quite good,” and “the nuns [were] very tough and strict”. then, she transferred to a state high school whose “academic level was not a very good one, so i got high grades without trying very hard.” however, she portrays two memorable teachers. her literature instructor encouraged students to analyze books personally and to choose some readings. her history teacher had “a way of telling us historical events that seemed stories” since “she liked to tell us ‘gossips’.” fátima was unable to opt for english, being forced to take up french. we used the same book throughout the five years. besides, my group of classmates was a rather rebellious one, and the french teacher had weak character which meant that we did not let her deliver her classes properly. when fátima graduated from high school, she “spent a year doing nothing, so my parents started getting angry.” she finally enrolled in a narrative inquiry into pre-service sarasa no. 12 (january june 2016) no. 12 (january june 2016) 107 architecture but, disliking it, dropped out after two years. then she got married and traveled to spain in 2005, working with her husband in a tourist resort for five years, and returning to argentina to remain with their parents. in spain, at 24, fátima learnt english for the first time in her life attending classes at an institute where teachers were kind and students’ ages wide-ranging. there, she found out that her childhood listening skills had remained intact. before arriving in argentina in early 2011, fátima had already enrolled online in our program since she had decided to continue studying english. by august 2014, she had finished 11 out of the 32 curriculum subjects. i like what i am studying and the people i’ve met there. i think that most of the teachers… are very good teachers with a great knowledge of english. however… there are some teachers that do not show their love for what they do. her greatest challenge has been to start the program “at thirty, married, and with a job.” she quit this full-time job, and though missing its economic benefits, she acknowledges the impossibility of studying while working. in 2015, she started delivering private english classes at home. considering these experiences she reflects along the following lines: i am one of the people who had the possibility to attend university after secondary school, but one who missed this opportunity because i did not know what course of study i would like to do. i am one of the people, who after ten years started studying at university again. and i am also one of hundreds (or thousands?) of students who are taking the english teacher training course at [university] and that yearns to graduate in a near future. i am one of the people who enjoy being on their own, reading a book while sunbathing, and listening to quiet music in bed. i am one of the people who keeps on buying books i would like to read, but does not have time to read them. fátima knows that her struggles are not over: i know that it is difficult, that there are some subjects that are “impossible to pass,” and that many students have gone to other “easier” institutions to become english teachers… i have convinced myself that i am going to try it hard, even though it takes me three times more than the time it is supposed to take. i know that if i was able to pass almost fifty percent of the subjects i am going to be able to pass the other fifty percent. a narrative inquiry into pre-service sarasa no. 12 (january june 2016) no. 12 (january june 2016) 108 juana i can see myself as an english teacher in the future. juana’s elected name belongs to one of her aunts. she was born locally in 1990. because of her father’s work they moved regularly along the country. every two years she readapted to a new school, “a new city, a new house, new friends, new everything.” consequently, she felt unwilling to relate to each new milieu although she considers that this transitoriness has been her best instructor. her deepest learning experience occurred while attending a catholic school in a small riverside border town. before moving there, i lived in a wealthy neighborhood… when i first arrived, everything seemed normal to me, i had lived in [the province] before, so i was used to the weather and the countryside. but the second time i was there i was old enough to be aware of what was happening around me… i recall one moment… the government sent the school a survey for us, students, to complete. questions ranged from ‘does your family own a microwave?’ up to ‘what is the floor of your house made of?’ options included ‘no floor at all’, and ‘do you have a toilet?’ at first i thought the questions made no sense, but when i looked around, some of my classmates were actually ticking on the options saying they were missing what for me was fundamental house equipment… at one point one ticked on the option of ‘one bedroom for the whole family’ and just laughed about it. he was not ashamed of it; he did not feel bad about it… i was fourteen at the time, and it was the first time i remember i thought i should not take everything i have for granted. at this school, juana met catherine, her real-life hero. this friend was the second of six children whose mother had committed suicide, abandoning them to a worthless father. as the eldest sister had left home, the second undertook housekeeping and mothering duties. today, catherine is a kindergarten teacher who looks after her sisters while feeding three small neighbors whose mother works. juana confesses that “i do not think i ever told catherine how much i admire her…. she is definitely a one of a kind person.” juana’s mother is an english teacher. unwilling to instruct her children but eager for them to learn the language as early as possible she sent them to private classes in every location they inhabited. “the classes i attended were not always properly prepared for young children, or i did not have many classmates my age and, therefore, i hated english classes.” about to finish junior high, she attended a a narrative inquiry into pre-service sarasa no. 12 (january june 2016) no. 12 (january june 2016) 109 bilingual school in the capital where she learned informally with her peers while they watched tv or listened to music. juana also watched series with her mother, who bought her english books. she graduated from a catholic school in our city, where she also took english classes at an institute. juana’s struggles to find a course of study taught her to accept “life’s uncertainties.” doubting what to study, she opted for architecture, which she soon loathed. her subsequent enrollment in biochemistry was short-lived and displeasing. she ended up working in a call center. “i had wasted my time… i felt really lost, and under a lot of pressure from my family.” quitting her job and enrolling in our program in 2012 proved a turning point. my unstable linguistic story is what made me love the english language and, at the same time, what made it so hard for me to take the decision of whether i wanted to be a teacher or not… i literally cannot think of a period during my childhood or adolescence when i did not attend english classes, so i considered them as a part of me rather than something i could study professionally. by august 2014, juana had completed 13 out of the 32 courses and begun teaching english. her itinerant childhood and adolescence have led her to her current place, where she feels at ease and able to visualize the future. conclusions our interpretive construction of an imagined (anderson, 1983) teacher identity through these narratives can be reinscribed as envisioning membership in potential communities of practice (wenger & snyder, 2000) during a powerful act of creation mediated (norton, 2013) by eil, which constitutes the four participants’ content and medium of pre-service learning and (future) instruction. james, emma, fátima, and juana have managed to draw their more or less adjacent horizons of professional expectations based on the spaces of experience (koselleck, 1985) provided by their schooling, their itineraries learning (and teaching) english, and their private lives. our future teachers’ power to envision their co-creation (clandinin & caine, 2013; clandinin, downey, & huber, 2009) as future graduate instructors of english involves an outstanding degree of agency and performativity together with identity co-authorship (mcadams, 2008) a narrative inquiry into pre-service sarasa no. 12 (january june 2016) no. 12 (january june 2016) 110 allowing them to make choices for furthering their education. james’, emma’s, fátima’s, and juana’s imagination also involves resilience (day & sachs, 2009), understood as their positive capacity to overcome problems within and without education by flexibly redirecting strengths and capitalizing on them. this socially situated and dialogically expressed (bakhtin, 1994) agency highlights the proactive nature of preservice teacher identity construction vis-à-vis reproductive conceptions of teacher education as mere training (ruohotie-lyhty & moate, 2015). surprisingly, the social and discursive negotiation of our four participants’ imagined identities as (future) english teachers did not include their self-recognition as non-native students of the language or their longing to resemble ideal native speakers. because of their south american socio-linguistic setting, where english is a language of international/global/communication, these participants differ from instructors and learners in other isl/ilf milieus (benson & nunan, 2005; hayes, 2009; norton, 1997, 2000, 2013). james’, emma’s, fátima’s, and juana’s unique focus lies on the development of their linguistic and pedagogic content knowledge at university, leading up to the attainment of the professional degree facilitating their legitimate membership within the argentinean eil teaching community of practice (czerniawski, 2013; wenger & snyder, 2000). we can see that emerging teacher identities are co-created within tensions between what is given and unmovable, what proves (im)possible, and what seems (in)existent. although we have chosen a throughline for each of the four stories, and conceptualized their identities as imagined, they are neither immutable nor essential. each narrative evinces ambivalences, conflicts, expectations, dreams, loves, and antagonisms. we have strived to suggest that—rather than the fixed targets of top-down-circumscribed graduate professional profiles so dear to curriculum designers—pre-service teachers exist as oxymora (britzman, 2003) in-between the apprentice and the instructor. however, although they are not yet graduates but live instead a process of becoming, their professors often expect them to act as ‘real’ teachers in their practicums while wishing them to remain acritical recipients of lectures in the university classrooms. our narrative inquiry into these individual and situated, yet complex, itineraries of eil teacher identity co-construction may contribute towards the design of preand in-service development programs (johnson & golombek, 2011) made up by an academic, experiential, and vital curriculum (murphy, huber & clandinin, 2012), thus enhancing and illuminating multiple ways of becoming a teacher. a narrative inquiry into pre-service sarasa no. 12 (january june 2016) no. 12 (january june 2016) 111 references anderson, b. 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(2014). becoming researchers: a narrative study of chinese university efl teachers’ research practice and their professional identity construction. language teaching research, 18(2), 242-259. zacharias, n. t. (2010). the teacher identity construction of 12 asian nnes teachers in tesol graduate programs. the journal of asia tefl, 7(2), 177-197. zembylas, m. (2007). risks and pleasures: a deleuzo-guattarian pedagogy of desire in education. british educational research journal, 33(3), 331-347. author *maría cristina sarasa is a teacher educator at the eil teacher education program within the department of modern languages and a researcher with clacso member multidisciplinary educational research center at the school of humanities, universidad nacional de mar del plata, argentina. a narrative inquiry into pre-service no. 12 (january june 2016) no. 12 (january june 2016) 129 teaching science in english through cognitive strategies1 yuly andrea bueno hernández2* institución universitaria colombo americana-única, colombia abstract this study shows the impact and results of implementing three cognitive strategies in science teaching in english. the three-month study was carried out with 144 second grade students at a public school of bogota’s bilingualism program, but only 40 students contributed in the data collection process. data collected from observations and fieldnotes, surveys, interviews, videotapes, and photographs revealed that the use of the strategies helped children understand not only the content and language, but also the class tasks. preliminary findings showed that students are the main actors of their learning, and they gain certain autonomy and independence using the cognitive strategies. on the teachers’ side, strategies facilitated classroom management and engagement. the author recommends the constant and gradual implementation of learning strategies not only in science classes, but also in the rest of the content classes to integrate language and content easily. keywords: cognitive strategies, science teaching, sheltered instruction, students’ learning and emotions. resumen el presente artículo muestra el impacto y los resultados de la implementación de tres estrategias cognitivas en la enseñanza de ciencias naturales en inglés. el estudio, que tuvo una duración de tres meses, se llevó a cabo con 144 estudiantes de segundo grado de un colegio público, que hace parte del programa de bilingüismo de bogotá, pero solo 40 estudiantes contribuyeron en el proceso de recolección de información. los datos recogidos a partir de observaciones y notas de campo, encuestas, entrevistas, videos y fotografías revelaron que el uso de las estrategias ayudó a los niños a comprender no sólo el contenido y el lenguaje, sino también las actividades de clase. los resultados preliminares mostraron que los estudiantes son los actores principales de su aprendizaje y adquieren cierta autonomía e independencia utilizando las estrategias cognitivas. por el lado del docente, las estrategias facilitaron la gestión del 1 received: february 23rd, 2012 / accepted: may 14th, 2012 2 email: sopia_170@hotmail.com gist education and learning research journal. issn 1692-5777. no. 6, november 2012. pp. 129-146 no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 130 aula y el compromiso con la misma. el autor recomienda la implementación constante y gradual de las estrategias de aprendizaje no solo en las clases de ciencias naturales, sino también en el resto de las materias de contenido para integrar el lenguaje y el contenido fácilmente. palabras claves: estrategias cognitivas, enseñanza de ciencias naturales, instrucción dirigida, aprendizaje y emociones de los estudiantes. resumo o presente artigo mostra o impacto e os resultados da implantação de três estratégias cognitivas no ensino de ciências naturais em inglês. o estudo, que teve uma duração de três meses, foi realizado com 144 estudantes de segunda série de um colégio público, que faz parte do programa de bilinguismo de bogotá, mas só 40 estudantes contribuíram no processo de recolha de informação. os dados recolhidos a partir de observações e notas de campo, pesquisas de opiniões, entrevistas, vídeos e fotografias revelaram que o uso das estratégias ajudou as crianças a compreender não só o conteúdo e a linguagem, senão também as atividades de classe. os resultados preliminares mostraram que os estudantes são os atores principais da sua aprendizagem e adquirem certa autonomia e independência utilizando as estratégias cognitivas. pelo lado do docente, as estratégias facilitaram a gestão da aula e o compromisso com a mesma. o autor recomenda a implantação constante e gradual das estratégias de aprendizagem não só nas aulas de ciências naturais, senão também no resto das matérias de conteúdo para integrar a linguagem e o conteúdo facilmente. palavras chaves: estratégias cognitivas, ensino de ciências naturais, instrução dirigida, aprendizagem e emoções dos estudantes. introduction based on my experience, i consider that teaching english is not the same as teaching science in english. the difference lies mainly on the fact that content instruction in english implies specific teaching methodologies as well as strategies to help students learn the language while learning the content. if teaching english is by itself a complicated matter, teaching science in english to spanish speakers is exponentially more challenging. teaching science in english through cognitive strategies bueno hernandez no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 131 language is central to teaching and learning every subject. teachers use language to help students learn contents, and students use language to explore content and to express what they have learned. so, science students who are simultaneously learning english need to have a good command of the language to master the content. however, when they struggle with the language, they fall behind with the content, too. thus, teaching science in english through the use of the sheltered instruction principles is necessary to help students learn content concepts and develop their language skills simultaneously. however, this is not enough, which brings into life the use of strategies to make learning meaningful and to achieve the goal of bilingualism. in my experience as a student-teacher in a public school, i taught science to second grade students following not only the curriculum of the school, but also the sheltered instruction and cognitive strategies. therefore, the aim of this study is to describe the effects and implications of using three cognitive strategies (classify, acting out, and imagery) with second-grade students at a public school of bogota’s bilingualism program, particularly regarding their english and science learning, and emotions. this action research study took place at a pilot public school of bogota’s bilingualism program from march to may, 2011. it is a coed school, which is starting to implement the national ministry of education bilingual project. this project has been advised by the universidad nacional through the linguistics department. the target population of the study includes four second grade courses, whose number of students range from 35 to 37. however, not all of them participated in the data collection process; 10 students (5 girls, and 5 boys) were chosen from each course (giving us a total of 40 students) to provide their ideas, experiences, and feelings regarding the class. the students’ selection process was at random to avoid bias. the students’ ages range from 6 to 8 years old. data from the study were collected through daily observations and fieldnotes, surveys to the 40 students, interviews with two teachers, weekly videotapes, and photographs. theoretical framework integrating language instruction with subject matter instruction is still a challenge for educators, especially if they lack training and knowledge. content-based instruction has been carried out in many grade levels and educational programs. however, how do we know if the focus of this trend, content in language instruction, is effectively applied or not? not many primary teachers in colombia know or use the teaching science in english through cognitive strategies bueno hernandez no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 132 sheltered instruction approach in content-based instruction, which has been used to help students with a limited english proficiency to learn english through content areas simultaneously. it has been proved in the united states that this instructional approach works and is effective in primary levels, but little research has been done in colombia in this regard. it is therefore important to find out if this method helps teachers develop optimal ways to present content and at the same time keep it understandable to second-grade students, who are beginning to learn the language of instruction (english) and the content (science). for this reason, this study attempts to point out how the implementation of the sheltered instruction approach along with the use of strategies of the cognitive level in science classes makes learning and teaching different. to have a deeper understanding of this study, a short explanation of what sheltered instruction and learning strategies are will be given. sheltered instruction it is defined as “an approach for teaching content to english learners (els) in strategic ways that make the subject matter concepts comprehensible while promoting the student’s english language development” (echevarria, et al 2004, p. 2). such instruction came out as the result of developing strategies to foster second language development and academic learning through the use of the second language (peregoy & boyle, 2003, p. 78). sheltered instruction or sdaie (specially designed academic instruction in english) provides access to the core curriculum, english language development, and opportunities for social interaction. basically, this model is a resource teachers can count on to improve their teaching and help learners to grasp content and language simultaneously. its primary goal is to show teachers the way to teach content effectively to english learners while developing their language proficiency. learning strategies this refers to the mental processes that enhance comprehension, learning, and retention of information (echevarria, et al 2004, p. 81), which in other words are the special thoughts or behaviors that exhibit these outputs (o’malley & chamot, 1990, p. 1). furthermore, “researchers have learned that information is retained and connected in the brain through mental pathways that are linked to an individual’s existing schema” (echevarria, et al 2004, p. 81). this suggests that the initiation and use of learning strategies activates mental processes teaching science in english through cognitive strategies bueno hernandez no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 133 through the associations between new and old learning. in the same way, the explicit teaching of learning strategies that facilitate the learning process involves teaching students to access information in memory, helping students make connections between what they know and what they are learning, assisting students in problem solving, and promoting retention of newly learned information. three types of learning strategies have been identified (o’malley & chamot, 1990). they are: metacognitive strategies, cognitive strategies and social/affective strategies. for this study, only the cognitive strategies will be considered, which according to echevarria “help students organize the information they are expected to learn through the process of self-regulated learning” (as cited in paris, 2001). besides this, the ultimate goal of using these strategies is to foster independence in students and have student-centered classes for teachers. as it is very difficult for beginner students to initiate an active role in the use of the strategies, sheltered instruction teachers should scaffold their use and should help learners to focus their mental energy on their thinking development skills. from the cognitive level strategies, only three strategies are the target of the study: classifying or grouping, imagery and acting out. the first strategy, classifying or grouping, is focused on relating or putting words within categories according to their attributes, and the mental process that is expected from students is to remember information. the second strategy, imagery, is related to the creation of images to represent information, and it requires that students visualize knowledge, create a mental picture and draw it. it is also called imaging and it encourages students to create an image in their minds to support the understanding of concepts or problems to be solved (o’malley & chamot, 1990). finally, the last strategy, acting out, is about creating different gestures and movements with the body to visually represent ideas, concepts, and vocabulary. it involves creativity and the ability to remember and connect information. the good point of this strategy is precisely the opportunity that students have to create experiences with which to link the new vocabulary. review of related literature teaching content in english is by far more demanding than teaching english only. “teachers of english language learners (ells) face several challenges, not the least of which is facilitating students’ simultaneous acquisition of academic content and english language and literacy” (hart, & lee, 2003, p. 476). thanks to the sheltered instruction teaching science in english through cognitive strategies bueno hernandez no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 134 approach not only can teachers face this challenge in strategic ways, but also students get better preparation in terms of language and content (diaz, 2010). however, there is little evidence of this in colombia, except for the research studies pioneered by unica university, which is one of the reasons why this study is going to be carried out. the main issue with content-based instruction is that ell students do not have enough support from the teacher to handle content concepts in a yetunmastered language (lee, 2005). furthermore, in some cases, teachers lack preparation on how to provide linguistic and content support to students so that they can learn both things simultaneously and develop skills. science is one of those subjects that students learn through rote learning because they do not find sense in what they are learning, and they just need to pass a test. thus, incorporating cognitive strategies to teach content-based instruction may facilitate students’ learning and change the traditional way science has been taught. motivation when teaching science or any other subject in a foreign language, in this case english, with the use of strategies, it is not only important to consider that students will have to deal with language, content and strategies, but teachers should think of how to integrate those components and foster motivation. this aspect affects how hard students are willing to work on a task, how much they will persevere when they are challenged, and how much satisfaction they feel when they accomplish a learning task (chamot, et al, 1999). several studies have found connections between motivation for language learning and strategy use. in a large-scale study of us college students, oxford and nyikos (1989) found that more motivated learners used four out of five categories of strategies more frequently than did less motivated students. also, okada, oxford, and abo (1996) conducted a study with 36 learners of japanese and 36 learners of spanish and they found that there was a very strong relationship between the use of metacognitive, cognitive and social strategies and several motivational aspects in both language groups. students tended to be more engaged in their classes, they participated more and they felt eager to continue learning. however, all these studies converge in the same concern, causality: whether motivation fosters strategy use or, conversely, strategy use leads to better language performance, which in turn increases motivation and thus leads to increased strategy use (okada et al. 1996). teaching science in english through cognitive strategies bueno hernandez no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 135 proficiency and achievement each time a teacher implements something new in his or her class, the ultimate goal is always to achieve a positive change in learning, teaching and even in students’ performance. this is one of the major reasons to research strategy use in language learning: to determine the relationship between strategies and proficiency. in a study carried out with 78 japanese college english majors, takeuchi (1993) reported that some 60 per cent of the variance in the comprehensive english language test (celt) scores was associated with strategy use on the sill. in the same way, a study by park (1997) conducted with 332 korean university students found a close linear relationship between sill strategies and english proficiency measured by a practice version of the test of english as a foreign language (toefl). these studies suggest that there is a direct relation between strategy use and the achievement and improvement in second language proficiency. content-based learning strategies instruction a number of studies on the cognitive academic language learning approach (calla) related to learning strategies instruction in content-based esl have been investigated, and they reported successful use of strategies by students. one example of this is the study carried out by chamot, dale, o’malley, & spanos (1993) where teachers in esl mathematics classrooms implemented learning strategies instructions to assist students in solving word problems. mainly, the study consisted of teaching students how to use the following strategies: planning, monitoring, problem-solving, and evaluating in a sequential order to solve word problems. it was found that students who had been provided with explicit and frequent strategies instruction (high-implementation) performed better on a word problem think-aloud interview than students in low-implementation classrooms. in the same way, another study in the science area carried out by varela (1997) shows the effects of calla learning strategies instruction in a middle-school esl-science classroom compared with a similar classroom that received equivalent instruction without the learning strategies. students in the intervention classroom were taught how to use strategies in their oral report on the science fair projects. it was found that students in the strategies group reported using significantly more strategies than the control group students did. also, their performances showed considerable improvement over the performances prior to the strategies instruction. teaching science in english through cognitive strategies bueno hernandez no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 136 research design context this action research study was carried out in a pilot public school of bogota’s bilingualism program from march to may, 2011. it is a coed school, which is starting to implement the national ministry of education bilingual project and this project has been advised by the universidad nacional through the linguistics department. the aim of the project is to get students acquainted with science concepts in english and the dynamics of learning a subject matter in a foreign language. however, not all the school teachers are trained in both aspects, language and content, but they are getting prepared. so, this gave way to my intervention as science teacher in the school. regarding the time intensity, students take 4 hours of science class in english and 5 hours of english class a week. this time is not only devoted to learning the language and the subject content matter concepts, but also to train students on basic commands and expressions to communicate in english. participants the participants in this study were students and teachers of second grade at a public school in bogota. the total of students who participated in the study was 114, but only 10 students (5 girls, and 5 boys) from four second grade courses, whose number of students range from 35 to 37, participated in the surveys. these 40 students’ selection process was at random to avoid bias. they provided their ideas, experiences, and feelings regarding the class. the students were little children, whose ages range from 6 to 8 years old, of a low to middle-low economic status, and their native language is spanish. regarding teachers, an adult science teacher and a pedagogical assistant from universidad nacional contributed in the interviews. they were sometimes passive observers in the science classes. data collection instruments in this study, qualitative data collection techniques were used as the primary research method. direct active participant observations. this technique was useful to observe the outcomes of using cognitive strategies in terms of learning and emotions. also, this allowed me to monitor the effects of my teaching and adjust instruction accordingly. teaching science in english through cognitive strategies bueno hernandez no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 137 fieldnotes. daily notes from the observations were taken. they were divided in two parts: one-month field notes, and two-month field notes. in the one-month field notes, i focused my attention on the problem and class structure without the use of the strategies as well as my implicit implementation of the three cognitive strategies. in the two-month field notes, the target was to capture the effects of using cognitive strategies and the impact of their explicit teaching. surveys. one survey was applied to 40 second grade students (20 girls and 20 boys) to gather information about their feelings, experiences, and thoughts in regards to the use of the three cognitive strategies (classifying, acting out, and imagery) in the science class. these surveys were applied by the end of may after students were familiarized with the use of strategies and had received explicit instruction about their use. the questions had options to facilitate the analysis. semi-structured interviews. after a three-month intervention in science class as observers, two teachers were interviewed to know their opinions about the impact of using the three cognitive strategies. the homeroom teacher that was interviewed accompanied me every class during the last two months and the other teacher was the pedagogical assistant of the universidad nacional. videotapes. one class a week was videorecorded during two months. the focus was the use of the three strategies, the instruction of tasks, their accomplishment, the students’ intervention in the class, and the outcome and input of the strategies. photographs. this tool was useful to capture the work done by children after using a strategy. it evidences their learning and it is a physical way to demonstrate the mental processes expected when using strategies. data analysis and interpretation after analyzing the data collected from the different sources, the following themes came up. it is important to mention that the following data results are not only due to the implementation of the strategies, but also the use of some sheltered instruction principles. teaching science in english through cognitive strategies bueno hernandez no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 138 simultaneous english and science learning according to the results from the surveys, all the population surveyed agreed on having learned science and english simultaneously during my intervention as science teacher. however, their reasons varied as shown in figure 1. it is shown that only 10.2% of figure 1. why have you learned science and english simultaneosly? the students think that their science and english learning is due to the use of the three cognitive strategies and their usefulness. the rest of the students share the opinion that the activities, the teacher instruction, and their own interest are what have determined their dual learning. however, my intervention as a teacher and the activities developed in class were focused merely on the strategies and the principles of sheltered instruction, which reveals that these students indirectly are recognizing their learning thanks to the strategies. one reason for not mentioning the strategies in their answers may be that as students are second graders, they are not conscious of their learning process and they cannot reflect upon it yet, even though the strategies were made explicit during the classes. children perceived the strategies as a tool, but not as the cause of their learning due to their lack of awareness. in this regard, in the interviews teachers revealed that indeed students are learning both things (language and content) simultaneously due to the use of strategies and the process the teacher has had with them. however, they also consider that their english learning at this level is focused on vocabulary, the pronunciation of key science concepts, some simple grammatical structures, and basic english commands. they made emphasis on the fact that learning english and science simultaneously is a process, which takes time and needs to be constant to achieve results in the future. in addition, the surveys showed that 89% of the representative population of second grade considers that they feel happy learning teaching science in english through cognitive strategies bueno hernandez no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 139 science and english simultaneously; none of the students expressed that they felt bored or sad. in the same way, in the interviews teachers confirmed this information by saying that children felt fine, relaxed, and happy to learn; they considered learning to be a game and they liked to learn. based on my fieldnotes, at the beginning, i perceived that english in the science class was considered to be a barrier for children to learn because they demonstrated that they had learned the content, but they were not able to express things because of the language. then, i realized that they were lacking training and familiarity with the language, not to say that they are in a silent period. in the first classes during the first month of observation, i talked in english 100% of the class, and children were unresponsive, but attentive. it was probably the first time somebody gave them a class in english. they all looked at me with a lost gesture on their faces, but the body movements and the drawings helped them to create an idea of what i was saying, which was not always the right one. the homeroom teacher told me to speak in spanish and to use english merely for the key science words, but that translating them would be a lot easier for children. thus, i realized that their “dual” learning was aimed at learning a list of isolated english vocabulary. during the next two-month observation period, when i started to implement some sheltered instruction ideas (lesson-planning, scaffolding processes, clear instruction, adaptation of content, setting objectives, using visual aids) along with the three cognitive strategies (classifying, imagery, and acting out), changes in their dual learning (content and language) were noticed. children started to associate and retain english words in context; they knew what they meant without having to translate them, they learned their pronunciation through games and songs, and they were able to complete simple written prompts related to the vocabulary studied. in the same way, vocabulary was recycled in each lesson, and students got used to listening to me in english. they were able to understand when i spoke in english, although i obviously had to change the speed of the speech. i used english 90% of the class, and the remaining 10% was in spanish to give instructions, clarify information related to content, or get students’ attention. students’ learning process 100% of the students agreed on saying that the use of the strategies has helped them learn, but their reasons differed a bit. 15 out of 40 students, which correspond to 37.5 % of the students, think that the teaching science in english through cognitive strategies bueno hernandez no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 140 strategies have helped them learn because they are interesting and easy to apply, while 17.5% attribute this to the fact that the strategies have helped them either retain information easily or do things they like, such as drawing or acting. this suggests that disregarding the reason they attribute to their learning, students recognized the strategies as a factor for their learning (when formally asked) although they are not totally aware of them, which does not mean that they do not know how to use the strategies. in this aspect, teachers manifested that even though 36 or 37 students are not easy to manage, they agreed on the fact that about 75% or 80% of the students are learning, and they demonstrated this through the way they use vocabulary, structures and content within the classroom when developing their tasks. students were asked about the changes they perceived with the strategies and the results show that the answers are homogenous in the four courses and that 47% of the students consider the “better grades” factor as the main way in which the strategies benefited them. it is just 25% of the students who think that enjoyment in class, better understanding, and better grades altogether are the changes they have undergone with the use of the strategies. this information is confirmed in the interviews, where teachers expressed that the impact the strategies have had on the students’ learning process is positive and meaningful since they are doing things (drawing, acting out, and classifying) that they like and enjoy and which creates stronger connections in their minds. the pedagogical assistant of universidad nacional stated that “the impact of those strategies on the children is basically lifetime learning.” thus, they suggested that those cognitive strategies not only were useful for learning during that period, but they will facilitate their future learning if the strategies are used. similarly, the information gathered from the videotapes and fieldnotes is evidence of the fact that children learned thanks to the strategies, and also they showed the impact the strategies had on students’ learning in terms of autonomy, creativity, understanding, and involvement. during the first-month observation period, it was observed that students were not thinking, they were filled out with nonsensical information; their role was limited to copying information from the board, but little attention was paid to their thinking processes. children were not able to associate information, apply knowledge, and not even transfer ideas to other contexts. with the use of the strategies, children started to wake up their minds; their learning process was strengthened by providing them with the tools and not the products. teaching science in english through cognitive strategies bueno hernandez no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 141 another benefit and change of implementing those cognitive strategies in terms of the students’ learning process is that they understood concepts easily because definitions at this age do not say much to children, but doing something tangible and real allowed them to grasp concepts and to retain them for a longer time period. the strategies facilitated the students’ understanding and they helped children clarify ideas. also, when using the strategies children tended to be more focused on their task, and their levels of concentration increased. as the activities required students to do something and sometimes to interact, children had to strain their minds to think and connect ideas, which guarantees learning for life and not merely for a class. furthermore, these cognitive strategies were also useful to recall information (concepts and vocabulary) and to have students respond for their own learning; they gained certain autonomy and independence in their work. in fact, when applying the strategies, children had to remember the main aspects of the input, and they had to associate that information with their previous knowledge in order to be able to do their task using the strategy. however, when children had not understood the concepts, they happened to understand them through the use of the strategies. also, in the photographs, the students’ efficient use of the strategies shows progress through the science tasks’ accomplishment and the quality of the students’ work as the time goes by. motivation and students’ emotions based on the analysis from the survey results, it was found that 87% of the second grade students felt happy using the cognitive strategies (acting out, classifying, and imagery), and none expressed feeling bored or sad using them. similar results were revealed by the teachers in the interviews, where they affirmed that children felt different in the science class since the strategies resulted in something innovative for children. they are separated from paper-pencil activities, and different things were combined (drawing, acting, classifying, matching, giving names to categories, etc) which made them feel comfortable and relaxed enough to learn in the class. also, the teachers agreed on saying that children felt more motivated and happy in the science class compared to the rest of the classes, in which they merely wrote. this shows that the use of these cognitive strategies (classifying, acting out, and imagery) created the desire to learn in the science class. besides this, when students were asked in the survey whether or not they liked the science class, 100% of them said that they did like teaching science in english through cognitive strategies bueno hernandez no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 142 the class. then, they were asked for their reasons and 19 out of 40 students which correspond to the majority reported that they liked the science class because both the topics and the class were fun. 17 out of 40 students said that they liked the class because they learned a lot, so once again they were not explicitly acknowledging that the strategies were the cause of their like for the class, but indirectly they agreed on this because if they learned a lot and the class was fun, it was due to the implementation of the strategies and the teacher intervention. in the fieldnotes, i also noticed that children enjoyed using the strategies and different from having to write merely, they kept their minds busy with something that required them to think, which encouraged them to work and learn. it can be said that when children used the strategies in the science class, their level of motivation increased and it was demonstrated through the children’s enthusiasm to participate and work in class. class dynamics changes according to the fieldnotes and videotapes of the first-month period, it can be said that the class was a bit harder to manage and instruction was the focus. science classes were teacher-centered and there was some, if only a little, student involvement. as the groups were difficult to manage in terms of discipline, teachers assigned worksheets where children had to color and paste, but content and language were left aside. the classes tended to be very disorganized and noisy, and children got distracted because they did not know what they had to do. afterwards, when the strategies started to be implemented and children started to be trained in their use, children were a bit more attentive to the input, but anyway they tended to get distracted because they did not understand instructions and as it was the first time they had to do something different from writing, they felt insecure. fortunately, with time, students got adapted to the use of the three cognitive strategies (acting out, classifying, and imagery) and the results were dramatic not only in terms of learning, but also in the class structure and in the teacher’s role. there was a noticeable change in classroom management with the strategies; when using the strategies, children were so concentrated and focused that they did not disturb each other and the times they stood up and walked around the room decreased. there was little noise in the room and i could speak without having to scream. when using the acting out strategy, children tended to get so excited that they shouted and it was difficult for me to control them, but as they wanted teaching science in english through cognitive strategies bueno hernandez no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 143 to continue using the strategy, i could control them with it. children were more concentrated when using the strategies and even though they interacted more with each other, they did not get disorganized, and their behavior changed for the better. in the same way, i could perceive that the classroom climate changed with the implementation of strategies because the class could be delivered, students respected each other, and they were not nervous about making mistakes. in addition, the strategies benefitted my instruction as a teacher in the sense that with the use of the strategies i could create more dynamic and challenging activities, where children had to think and do mental processes necessary to accomplish tasks. the strategies were useful to avoid lectures as one interviewed teacher said, and also they allowed me to create tasks from which children could benefit in terms of learning and enjoyment. also, with the strategies, students knew what to expect from the class, and they knew what they had to do. in the same way, the strategies facilitated the teacher role since students already knew how to apply the strategies to the different topics and activities. “students got used to the application of strategies and they were already familiar with them, so that the teacher did not even have to explain what they had to do” (extracted from fieldnotes april 25th, 2011). thus, the strategies allowed the teacher to separate from formal instruction, give the opportunity to children to develop thinking skills, and have a focused-output class. besides this, strategies were reported to be useful for both teachers-students’ assessment and self-assessment. when students used the strategies effectively, that is to say with the set purpose and to accomplish the assigned activity, the teacher could notice if students understood the topic and if further practice or teacher instruction was necessary. the strategies allowed the teacher to perceive the learning process of students, if they were learning or if they were merely doing a task. as in all classes the topic of the last class was reviewed and articulated with the new topic, and it was noticed if children made connections with past learning and new knowledge using the strategies. in the same way, through the use of strategies, children could, to a certain degree, monitor their learning in the sense that they were aware of their mistakes and they could check their understanding of the topic. however, as they are children and they are just starting their learning process, they noticed their mistakes with the teacher’s assistance, and not by themselves. teaching science in english through cognitive strategies bueno hernandez no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 144 findings this study revealed that the use of the three cognitive strategies (classifying, imagery, and acting out) integrates the students’ dual learning (science and english) and makes the language and content concepts easier to grasp for students and to teach for teachers. in the same way, some of the benefits found with the use of the strategies were: they allowed children to build vocabulary, support their understanding, organize information mentally, and provide language support. not only did the strategies have an impact in students’ learning process, but also in their learning skills. besides this, the efficient use of the strategies facilitated the task accomplishment and they guarantee learning through thinking; students had better mental processes. even though second graders are starting to get acquainted with simultaneous english and science learning, they were able to associate information, apply knowledge, recall ideas, and sometimes transfer ideas to other contexts thanks to the use of the strategies. also, the students’ level of understanding, engagement, autonomy, creativity and concentration increased when using the three cognitive strategies (classifying, imagery, and acting out). by teaching children how to use the cognitive strategies, they got more efficient in task accomplishment and they were independent users of the strategies. another important finding was that the use of the strategies in the science class created the desire to learn in students, they were more motivated and enthusiastic to work, and they, in turn, became more active learners. however, the strategies had a strong impact not only in students, but also in the classroom dynamics. the effective use of cognitive strategies in large-size groups worked as a classroom management technique and changed students’ behavior for good, but teachers should not expect to achieve a quiet environment, but a place where students interact and the level of discipline problems decreases. to use strategies as part of the teaching methodology is useful to avoid lectures, and have a more student-centered class, where different types of activities can be created. so, the strategies implementation keeps students focused on their task and they give way to well-structured focused-output classes with clear expectations for both students and teachers. conclusion this study showed that thanks to the explicit training on the use of the cognitive strategies along with the implementation of the teaching science in english through cognitive strategies bueno hernandez no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 145 sheltered instruction principles, the role of the teacher and the students was turned 180 degrees; the teacher could separate from lectures and create more dynamic activities, and the students were the owners of their learning. the class was more motivating and students developed a love for learning when the strategies encouraged them. thus, the use of strategies became a factor for motivation and students’ motivation fostered the use of strategies; this was a cycle. however, it is important to know how to apply the strategies, especially carrying out a scaffolding process to ensure good results. the cognitive strategies use generated a better class structure and increased students’ level of understanding and enjoyment. finally, it can be said that implementing learning strategies in any class is a great way of complementing instruction and making learning easier and delightful for students. references chamot, a., barnhardt, s., beard, p., & robbins, j. (1999). the learning strategies handbook. new york: addison wesley longman, inc. chamot, a., dale, m., o’malley, j., & spanos, g. (1993). learning and problem solving strategies of esl students. bilingual research quaterly, vol. 16 no. 3&4, 1-38. diaz, m. (2010). siop model strategies: an approach to effective science learning of middle school students. unpublished manuscript. echevarria, j., vogt, m., & short, d. (2004). making content comprehensible for english learners: the siop model (2nd edition). boston, us: pearson education, inc. hart, j., & lee, o. (2003). teacher professional development to improve the science and literacy achievement of english language learners. bilingual research journal, vol. 27, no.3. lee, o. (2005). science education with english language learners: synthesis and research agenda. review of educational research, vol. 75, no. 4. okada, m., oxford, r., & abo, s. (1996). not all alike: motivation and learning strategies among students of japanese and spanish: an exploratory study. language learning motivation: pathways to the new century. manoa: university of hawai’i press. o’malley, j. m., & chamot, a.u. (1990). learning strategies in second language acquisition. cambridge, england: cambridge university press. teaching science in english through cognitive strategies bueno hernandez no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 146 oxford, r., & nyikos, m. (1989). variables affecting choices of language learning strategies by university students. the modern language journal, vol.3, no.73. park, g. p. (1997). language learning strategies and english proficiency in korean university students. foreign language annals vol. 30, no. 2. peregoy, s., & boyle, o. (2003). reading, writing and reading in esl: a resource book for k-12 teachers. united states of america: pearson education, inc. takeuchi, o. (1993). language learning strategies and their relationship to achievement in english as a foreign language. language laboratory 30: 17-34. varela, f. (1997). speaking solo: using learning strategy instruction to improve english language learners’ oral presentation skills in content-based esl. unpublished doctoral dissertation, georgetown university, washington, dc. author * yuli andrea bueno holds a b.a in bilingual education from única. she currently works as a teacher for the centro colombo americano in bogotá. email: sopia_170@hotmail.com teaching science in english through cognitive strategies no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 185 efl learners’ intercultural competence development through international news1 el fortalecimiento de la competencia intercultural de estudiantes de inglés mediante noticias internacionales luis fernando gómez2* universidad pedagógica nacional, colombia abstract this case study analyzed how a group of english learners built critical intercultural awareness through the discussion of cultural events as reported in news media such as the new york times, the u.s. news, and the telegraph. learners’ critical reflections on controversial social conflicts related to injustice, gender inequality, and stereotypes in different cultures constituted the core data collected through field notes, logs, and one questionnaire. findings revealed that english learners not only gained new knowledge about beliefs, values, and behaviors that cause conflict in other cultural communities, but compared them critically to their own culture. this research concluded that integrating news in efl education can be a salient instructional material to help efl speakers become more critical intercultural individuals through topics belonging to deep culture. key words: intercultural communicative competence, news, english as a foreign language, efl learners surface culture, deep culture resumen este estudio de caso examinó cómo un grupo de estudiantes de inglés construyó conciencia intercultural crítica mediante la discusión de eventos culturales reportados en varias noticias de periódicos internacionales tales como the new york times, the u.s. news, y the telegraph. las opiniones críticas de los estudiantes sobre temas sociales controversiales como la injusticia, la 1 received: november 7 2017/ accepted: may 1 2018 2 lfgomez@pedagogica.edu.co gist education and learning research journal. issn 1692-5777. no.16 (january june) 2018. pp. 185-208 gómezreflection about self-plagiarism no. 16 (january june, 2018) no. 16 (january june, 2018) 186 desigualdad de género y los estereotipos en diferentes naciones constituyeron los datos centrales que se recogieron mediante notas de campo, diarios y un cuestionario. los hallazgos indicaron que los estudiantes de inglés no solamente adquirieron nuevo conocimiento sobre creencias, valores y comportamientos que causan conflicto en otras comunidades culturales, sino que los compararon críticamente con su propia cultura. esta investigación concluye que la incorporación de noticias en la enseñanza del inglés puede ser un material importante para preparar a los estudiantes a ser individuos interculturales críticos por medio de temas pertenecientes a la cultura profunda. palabras clave: competencia comunicativa intercultural, noticias, inglés como lengua extranjera, cultura superficial, cultura profunda. resumo este estudo de caso examinou como um grupo de estudantes de inglês construiu consciência intercultural crítica mediante a discussão de eventos culturais reportados em várias notícias de jornais internacionais tais como the new york times, the u.s. news, e the telegraph. as opiniões críticas dos estudantes sobre temas sociais polêmicos como a injustiça, a desigualdade de gênero e os estereótipos em diferentes nações constituíram os dados centrais que se recolheram mediante anotações de campo, diários e um questionário. as descobertas indicaram que os estudantes de inglês não somente adquiriram um novo conhecimento sobre crenças, valores e comportamentos que causam conflito em outras comunidades culturais, senão que os compararam criticamente com a sua própria cultura. esta pesquisa conclui que a incorporação de notícias no ensino do inglês pode ser um material importante para preparar os estudantes para serem indivíduos interculturais críticos por meio de temas pertencentes à cultura profunda. palavras chave: competência comunicativa intercultural, notícias, inglês como língua estrangeira, cultura superficial, cultura profunda. efl intercultural competence gómez no. 16 (january june, 2018) no. 16 (january june, 2018) 187 introduction intercultural communicative competence (icc) has been a focus of inquiry in efl education over the past two decades, since one of the current learning goals is to train efl learners to build intercultural communication with individuals coming from multiple cultural settings. verbal communication and linguistic forms are no longer the only aspects to be learned in the language classroom. lázár (2003) states that foreign language teaching should emphasize “intercultural consciousness and intercultural skills” of “discovery of ‘the other’” (p. 7). similarly, the cef4 (2001) states that learning a language implies “to discover otherness– whether the other is another language, another culture, other people or new areas of knowledge” (p. 12). thus, there is a need to prepare language learners to become interculturally competent in an increasing globalized world (byram, 1997; lázár, lussier, & christian 2007; liddicoat & scarino, 2003; moeller & nugent, 2014). framed within an intercultural perspective, this research study claims that one significant way to help efl learners develop critical intercultural awareness is through the discussion of international news, since news articles contain controversial issues belonging to the level of deep culture, namely social inequality, power, racism, and prejudice in many countries. furthermore, this research study claims that news is authentic language that can enable efl learners to use the foreign language more meaningfully while building icc at a critical level. in this sense, four efl learners took part in this case study who engaged in building their icc with the support of news articles from the new york times, the u.s. news, the washington times, and the telegraph, all available in the internet. an in-depth description of how these learners started to develop icc in the target language through issues of deep culture is analyzed here. statement of the problem despite the fact that almost 20 years ago influential authors, including kramsch (1993), byram (1997), and lázár (2003), stated the importance of fostering icc in efl education, more work needs to be done in the present to ensure that our teaching practices in latin american countries not only place special emphasis on the study of grammar and communicative functions, but also on intercultural communication. many efl classrooms have failed to incorporate intercultural topics to prepare learners to become part of a global society (mai hoa, 2011; hesar et al. 2012) because teachers mainly teach surface culture, underlining static, representative, and visible elements of the target efl intercultural competence gómez no. 16 (january june, 2018) no. 16 (january june, 2018) 188 culture such as festivals, tourist destinations/landmarks, celebrities, and typical food (hinkel, 2001). however, these visible aspects of culture will never prepare learners to encounter cultural identity, difference, and culture shock in real communication. hanvey (1979), cited by shaules (2007), affirms that superficial or “shallow intercultural experiences,” i.e. tourism, food, and architecture only “involve the explicit” (p. 98) understanding of facts that other cultures proudly celebrate. therefore, there is an imperative need to recognize that culture cannot longer be studied from celebratory perspectives only, assuming that it is always fixed, archetypal, and happy. quite to the contrary, efl teachers must start preparing efl learners to observe that, as greenblatt (1995) and levy (2007) suggest, culture is transformative and evolves in time and, in many occasions, is chaotic and conflictive up to the point that it revolts long-established norms. such is the case of traditional conceptions on women’s chastity and the sacred value of marriage which have not only changed significantly over the past 50 years, but have caused conflict and resistance among older and younger generations that strive for keeping or refusing those cultural rules. in order to adopt a more critical and realistic approach to the study other cultures in the foreign language, this research study attempted to enhance a group of efl learners’ icc through international news, authentic materials that portray deep cultural content, ideologies, and beliefs that differ from one country to another. radio, tv, printed, and internet news keep people informed about the social, political, and cultural events that happen around the world. hence, they can be useful material to enhance critical icc. theoretical framework deep culture deep culture or invisible culture can be understood as those complex meanings related to the norms, worldviews, beliefs, values, and ideologies that, in general terms, are shared by a group or community (hinkel, 2001, p. 444). these cultural meanings are complex and many times conflictive because the fact that they are adopted and sometimes imposed in a given community does not necessarily mean that all the members of that community accept and obey them. there is always exception to the cultural norm depending on diverse social, economic, ideological, and even personal views and circumstances. for instance, there is the cultural value in many countries that children have the right to education. however, because of poverty and social disadvantages, many children are forced to work long hours in order to support their efl intercultural competence gómez no. 16 (january june, 2018) no. 16 (january june, 2018) 189 family subsistence. therefore, while many families value education as a privilege for children to succeed in life, and have the means to afford it, some others, who do not have money, value hard work as an honest and dignified cultural practice to make the most of their lives. hence, deep cultural meanings are relative because they are transformed by people over time (greenblatt,1995) and can be whether individual or collective, context-dependent, and transformative as they are not always suitable and homogenous for all the members of a nation. intercultural communicative competence in efl education icc is a difficult term to define because it is part of an ongoing discussion conducted by several authors and fields (moeller and nugent, 2014). in efl/esl3 education, icc is understood as “the ability to cope with one’s own cultural background in interaction with others” who “hold different linguistic codes” and “different sets of values and models of the world” (lázár, 2004, p. 9). it involves language learners’ capacity to accept other perceptions of the world and be aware of other peoples’ differences and ways of seeing life (byram 1997; byram et al., 2009). according to byram (1997), icc is developed in social interaction during the process of communication. the language learner necessarily has to use the foreign language to learn about and cope with deep, maybe strange, and even conflictive cultural values during the process of meaning negotiation. icc cannot be enhanced by just identifying and learning by heart lists of general facts of surface culture such as tourist places, holidays, historical events, food, etc. by contrast, icc requires a deep and “dynamic interactive process of intercultural relationships” as individuals from different cultures confront “a relatively more abstract level of cultural difference, …develop empathy (the ability to look at things from the perspective of our cultural hosts), and learn to construct cultural difference better” (shaules, 2007, p. 100). because icc is necessarily linked to the process of communication, efl teachers in latin-american countries might think that icc development is a hard, almost impossible task to be accomplished, since the majority of learners have a few or no opportunities to interact with citizens from other cultures of the world to establish real intercultural communication. moreover, it is a fact, that most of english teachers in efl settings are neither native speakers, nor members of the anglosaxon culture. therefore, creating actual intercultural relationships and communication in efl education is still complicated. 3 efl: english as a foreign language/ esl: english as a second language. efl intercultural competence gómez no. 16 (january june, 2018) no. 16 (january june, 2018) 190 however, byram (1997) clarifies that in educational contexts the intercultural speaker can actually make evaluative analysis of “documents” and “events” to become aware of conflicts and ideologies, and understand “explicit and implicit values” in one’s own and others’ cultures (p. 63). not only learning about culture through oral interaction, but also through reading and analyzing culture-based “documents” (such as news featuring real language and “cultural events”), constitute a point of departure to help learners develop icc in efl classrooms. as icc is still a topic of constant debate and research, it has been lately associated with the notion of global literacy. in fact, kumaravadivelu (2008) calls it global cultural consciousness, bennet (2008) and fantini (2010) call it global competence, and focho (2011) names it global literacy. bennet (2008) and fantini (2010) clarify that although icc is being used with diverse names by authors from different fields, those names ultimately aim at accomplishing a shared goal: the ability to cope with cultural differences in a more globalized society. in this sense, icc or global literacy involves the social skills to acquire critical understanding of current national and international events in order to function effectively as a “world-minded person” (schuerholzlehr, 2007, p. 183). it represents a social concern about global controversial conflicts that affect humankind in general regarding race, religion, gender, and social clashes. that is why several researchers, including nakamura (2002), revelo (2008), and focho (2011), support intercultural awareness and global communication in efl classrooms so that students are instructed on democratic values, human rights, and respecting “difference” in a world that is still intolerant and prejudiced. the saviors of intercultural communicative competence byram’s (1997) icc, an educational model designed for foreign language teaching, consists of three components or saviors (byram, 1997): 1. knowledge of surface culture (emblematic and easy observable elements) and knowledge of deep culture (not easy observable beliefs, values, and ideologies). 2. skills of discovery, of relating, and of interpreting that enable the intercultural speaker/reader to compare and contrast cultural meanings that are different and unknown to him/her. 3. attitudes (openness, readiness, and curiosity) that lead the intercultural person to appreciate and deal with strange cultural practices in a more flexible and positive way. efl intercultural competence gómez no. 16 (january june, 2018) no. 16 (january june, 2018) 191 with these three saviors, all interrelated and interdependent, esl/ efl intercultural learners should build an additional savoir that byram (1997) calls critical intercultural awareness, which is the ability to evaluate perspectives, practices, and products in one’s own and others’ culture. the role of news in efl education most of published research on using news in efl education has been mainly directed to help learners improve the four language skills (reading, listening, speaking, and writing) as well as grammar and vocabulary (gebhard, 1996; nunan, 1999). such are the cases of prominent efl teacher (teng, 2015; bahrani and tam, 2012; cross, 2011; berber, 1997) who have conducted relevant research on how news articles can support communicative competence development. however, moglen (2014) says that because of the limited inclusion of news in esl/efl learning processes, further research is required. hence, moglen’s statement led this research study to examine the integration of news articles in the efl classroom from a different standpoint: one that was not only concerned about how international news could contribute to improve language competence, but also build efl learners’ critical icc, since little research has been conducted from this intercultural perspective. news can motivate efl learners to listen to, read, speak, and write critically about the problems of real life in different nations because one of their “main advantages” is to include “authentic cultural information” (berardo, 2006 p. 64). byram et al. (2002) equally suggest that “newspapers with different political or cultural perspectives” can be a “rich source” to “promote the intercultural dimension” (p. 23) when learners are encouraged to examine them from a critical perspective. similarly, peterson and bronwyn (2003), kukulska-hulme (2010), dema and moeller (2012), and bastami (2013) indicate that news articles, magazines, and videos are authentic sources to analyze cultural events that happen in other nations of the world. international news is the product of many cultural groups that can lead learners to identify deep-rooted social aspects and social struggles that members of a community are not even aware of (frank, 2013). learners can be encouraged to identify which values, beliefs, and ideologies on race, gender, power, sex, morality, etc. influence or dominate foreign cultures. also, news can motivate learners to analyze how those cultural ideologies transform and evolve in time and space and differ from one country to another. these contents can help efl intercultural competence gómez no. 16 (january june, 2018) no. 16 (january june, 2018) 192 learners to enhance intercultural awareness critically as they can start to consider how to eradicate expressions of hatred, exclusion, and human rights violation, while, in turn, become intercultural speakers of modern civilization. methodology research design based on merriam’s (2004) and yin’s (2003) guidelines on research design, this was a qualitative case study that examined in-depth and analyzed how a small group of colombian efl learners fostered their icc while being asked to provide critical reflections on several controversial cultural issues reported in international news sources (see table 1). the research question leading this study was: how could international news enhance a group of efl speakers’ intercultural communicative competence? participants four colombian university efl learners participated in this case study, all having different degrees and lifestyles, but sharing a common reason to study english: they wanted to improve their english level because they had been offered jobs and study opportunities abroad. margarita4 was a 30-year-old english teacher who was planning to travel to the usa to pursue a master’s degree. violeta, was a 28-yearold computer technician who had been offered a job in the usa. anahí was a 26-year-old student of modern languages at a university who was doing the paperwork to apply for a university in england. camilo was a 28-year-old student who needed to study english as a requirement to finish his undergraduate studies. these learners had an intermediate english proficiency level (b15) according to the cefr because they had already taken several english courses in the past. however, they still needed to improve accuracy, fluency, and pronunciation. 4 the names of the participants are pseudonyms as their real identity has been protected for ethical and research reasons. 5 level b1: according to the common european framework of references to languages, b1 indicates that the speaker “can understand the main points of clear standard input on familiar matters regularly encountered in work, school, leisure, etc. can deal with most situations likely to arise whilst travelling in an area where the language is spoken … can describe experiences and events, dreams, hopes and ambitions and briefly give reasons and explanations for opinions and plans.” (2001, p. 24). efl intercultural competence gómez no. 16 (january june, 2018) no. 16 (january june, 2018) 193 setting this case study was conducted in the context of a conversation club where participants addressed critical discussion of cultural contents as depicted in international news. the conversation club was scheduled on saturdays’ afternoons from mach 05 to may 07 of 2016. in the first meeting, students were invited to start creating awareness of how they could become better intercultural speakers, and were tutored on some initial notions of the term icc based on byram’s model. then, they were informed that they were going to read authentic news from the new york times, the u.s. news, cnn, and the washington times (see table 1) in english as a means to start building icc. table 1. news discussed in the conversation club data collection instruments in the follow-up sessions, participants came prepared with the reading of the news (see table 1) as they had previously done reading tasks in some worksheets (artifacts) containing questions that arose concern about topics of deep culture. they read the news individually in order to start creating cultural awareness and come to the conversation club with initial reactions and opinions to share with and analyze with their partners. through the analysis of different news, they started to understand and discuss cultural ideologies, values, and beliefs, and gradually became more reflective intercultural learners while using the foreign language. three topics were chosen at random to be analyzed in this article (see table 1). however, students discussed other topics during the experience. 6 islamic sharia: a religious law of the islamic tradition. sharia means “god’s divine law.” its application in modern times has caused debate between traditionalist and reformist muslims. efl intercultural competence gómez no. 16 (january june, 2018) no. 16 (january june, 2018) 194 to answer the research question, three data collection instruments were used: the researcher took field notes every single meeting supported by audio-recordings. after each session, the notes and the recordings were reviewed several times in order to complement the notes related to learners’ critical comments on culture generated during the discussion of the news. artifacts (worksheets) were the second data collection instrument (see appendix a) on which participants wrote personal opinions about the news before and after each club session. these artifacts contained a link to the news available in the internet and several questions that headed participants to express their personal reactions about conflictive cultural topics reflected in the news. the third instrument was a questionnaire that encouraged participants to respond freely open and closed-ended questions linked to the main subject being investigated (wallace, 2006). this instrument was administered when the conversation club finished. data analysis content analysis (dawson, 2002) was used to analyze the data collected. field notes were analyzed first, a step that required reading the data many times until patterns related to participants’ similar reflections on aspects of deep culture were identified. for instance, data showed participants’ repetitive and similar comments on the new cultural information that they were learning through the news and that they did not know about before. thus, the researcher grouped and classified these patterns into an initial category called: learning about unknown cultural practices and beliefs. initial categories represented the sets of patterns found and associated with icc development in the conversation club. as triangulation (freeman, 1998) is a required procedure in the analysis of qualitative data, the patterns in the field notes were later compared to participants’ opinions in the artifacts and in the questionnaire in order to confirm if similar patterns and initial categories related to icc were present in all the three data collection instruments. once having a set of patterns and pre-categories, final categories arose which were lastly refined and restated as findings. findings news helped efl speakers to learn about controversial beliefs and practices that belonged to deep culture. a significant finding was that, instead of simply learning about emblematic and “shallow” (shaules, 2007) information of surface efl intercultural competence gómez no. 16 (january june, 2018) no. 16 (january june, 2018) 195 culture such as holidays, tourist places, and typical food, the learners recognized that they learned about controversial cultural traditions and complicated beliefs of deep culture that are popular and socially accepted in other nations, but that these learners did not know about and found them difficult to understand and appreciate. for example, when discussing the news on race relations in the us, anahí affirmed that after reading the news articles “america has a big race problem” (nesbit, 2016) and “race and reality in america: five key findings” (agiesta, 2015), she learned that there had been a civil war in the us in the past because of race issues. she also said that after doing more research about this topic, she found out that this war had been caused because of ideological positions about slavery as a legitimate institution in southern states. anahí said that the “southern states approved slavery because whites saw black people as inferior beings while northern states defended the abolition of slavery because it was an unjust practice” (field notes, march 26). similarly, violeta said that this news article mentioned the words “jim crow laws” in the sentence “we’ve certainly made substantial progress since the repeal of the jim crow laws. but we also clearly have substantial work to do in america” (nesbit, 2016). she admitted that although the news explained the current racial tension between whites and african-americans in the usa, the “jim crow law” was not a clear term for her. so, she needed to do research to understand it. she said that she had found out that this law was a “policy of segregating or discriminating against black people at public places, on public transportation, or employment from 1876 and 1965” based on the idea that “black people were seen as inferior and animals” (field notes, march 26). she also reported that the article denounced that racist and segregating attitudes towards black people still continued in the usa in the present times as americans’ ideologies about whites as a superior race hadn’t changed much since then. new knowledge about controversial topics of deep culture was also gained when learners read the news “the ugly truth about sharia law” (riddell, 2016), since learners affirmed that they had never heard about this law before. for instance, camilo commented that he had learned from the news that the “sharia law was a legal code based on the quoran that controlled the lives of people living in the middle east like afghanistan, iraq, and pakistan” (field notes, march 26). margarita equally stated that she had learned that “the sharia law was a strict law that punished muslims with death if they disobeyed religious beliefs listed in the quoran” (margarita’s worksheet, march 26). efl intercultural competence gómez no. 16 (january june, 2018) no. 16 (january june, 2018) 196 the previous examples evidenced that these efl learners started to develop icc through international news as they were aware that these documents enabled them to gain new cultural knowledge about contentious viewpoints and behaviors related to race, segregation, domination, and religion as conceived by other groups different from their own cultural environment. as proposed by byram’s (1997) model of icc, these learners became intercultural speakers who gained the savoir knowledge as they learned about sociopolitical facts when being encouraged to confront abstract and ingrained elements of culture in the news, instead of dealing with celebratory and easy observable elements of culture. in fact, data in the questionnaires showed learners’ recognition of the significant role of the news as authentic material to help them build new intercultural knowledge: i knew there was slavery in the usa in the past, but i had never known about the division between the southern and the northern states and about the jim crow law, and how that law had influenced racist attitudes in the present times. all that information is new for me, and is hard to deal with (violeta’s questionnaire, may 7). the news about the sharia law in the middle east is new information for me. i never paid attention to the news reporting about problems of domination in saudi arabia and syria due to religious beliefs that control and subject people unjustly . . . that news were not important for me then. (margarita’s questionnaire, may 7). according to data, learners admitted that they had never paid attention to those conflictive behaviors and ideologies reported in foreign news because they had never been interested in intercultural issues. moreover, data indicated that learners started to be interested in global issues, leading them to become more world-minded citizens who were concerned about unjust conflicts that have affected humankind through history. the four speakers stated that this was the first time in their lives that they had learned about cultural clashes in other foreign cultures in a deeper and more realistic way, this being evidence of their initial icc development in the foreign language as they became aware of other cultural realities that are not always congratulatory and emblematic in other nations. news led efl learners to interpret and evaluate controversial ideologies from other cultures. these participants not only gained knowledge of other cultures’ practices, but interpreted and evaluated critically the events reported in the international news by expressing their opinions about implicit meanings of deep culture. such was the case when learners read the efl intercultural competence gómez no. 16 (january june, 2018) no. 16 (january june, 2018) 197 news “the ugly truth about sharia law” (riddell, 2016), since they assumed a critical position about the fact that the members of the islamic group isis7 used the sharia law to murder homosexuals through cruel and inhumane practices. camilo said that it was shocking for him that “isis was a powerful militant group that pushed gays from the roofs or stoned them to death in public places in syria” (field notes, april 2). as a language learner dealing with complex cultural ideologies about sexuality and gender, camilo was critical to say that it was unjust how straight men manipulated a religious law to kill, in the name of god, those who had a different sexual orientation. anahí also pointed out critically the following: the news says that children were incited by angry mobs to stone homosexual to death in syria. i don’t agree with how adults involve children in these cruel practices that go against human rights. children should not learn to be cruel and hate others who are different (anahi’s worksheet, april 2) these critical reflections show that learners questioned how complex ideologies about gender and sexuality, already adopted by many muslims through the sharia law, were used to exert power and violence against minority groups. anahí questioned the fact how deep-rooted traditions about sexuality in other nations perpetuated the cultural belief that sexual diversity was immoral. in her opinion, it was a mistake that adults encouraged children to murder those neighbors who were different. violeta, on her part, was critical about another conflictive gender issue reported in some news: i read in other related news that the sharia law also oppressed women in muslims countries, and that many men have distorted the meaning of this law to dominate women. i think this is a dangerous practice because muslim women will never have the right to be independent in their own countries (violeta’s worksheet, april 2). violeta’s critical statement referred to how some muslims cultural groups have twisted the initial principles of the sharia law in order to establish patriarchal hegemony on women through intimidation and physical abuse. these reflections showed that learners analyzed how the arab world has different cultural viewpoints and values about human rights, respect for life, equality, and justice, and how many children are indoctrinated by the cultural construct that homophobia and misogyny are normal ideologies of their national identity. 7 isis: the islamic state of iraq and syria. efl intercultural competence gómez no. 16 (january june, 2018) no. 16 (january june, 2018) 198 icc was also developed critically with topics of deep culture that were more closely related to learners’ own lives and expectations. when reading the news “marriage ‘no longer the foundation stone of family life’” (bingham, 2013) and “now, the bad news on teenage marriage” (kershaw, 2008), learners were also critical about marriage as a deep-rooted tradition in many cultures. margarita stated that the news informed that the traditional belief in having sex and children only after getting married had almost disappeared in great britain because young generations had become more individualistic and had embraced their own moral code about marriage (field notes, april 9). camilo added to the discussion that, according to the news, 48% of teenagers in great britain who married before 18 tended to divorce within 10 years. clashing views took place about this topic because, while margarita and anahí believed that teenagers should follow the traditional norms to have sexual relations and children after getting married, camilo and violeta argued that marriage was just an imposed norm, and that there should not be any kind of impediment for young couples to have sexual relations before getting married. similarly, margarita and anahí defended the idea that “if a couple really loved, they should marry because it was a serious decision to confirm real love and commitment.” camilo and violeta counter-argued that “real love did not require a legal marriage, and that marriage never guaranteed true love and happiness” (field notes, april 9). it can be observed that the news caused adverse reactions based on participants’ individual and collective values on marriage. the fact that two participants defended traditional views on marriage and the other two had more liberal opinions constituted a clear example of how learners addressed conflictive topics of deep culture, since they discovered that beliefs about marriage have changed over time, and that marriage is not always a fixed, congratulatory, and shared cultural practice. in the questionnaires, learners wrote that this topic was an important deep cultural issue that enhanced their icc because they were influenced by their cultural and personal views on marriage. in general, this finding showed that learners interpreted and evaluated critically controversial themes and values from other cultures associated with power, discrimination, gender, and marriage. they not only became intercultural learners through the incorporation of news in the english learning process, but were able to use the foreign language to discuss those complex cultural meanings at a critical level. news empowered learners to compare cultural practices between their own and other cultures. efl intercultural competence gómez no. 16 (january june, 2018) no. 16 (january june, 2018) 199 data in the field notes and the questionnaire showed that learners, as intercultural individuals, were able to compare cultural values and behaviors among other cultures and their own as presented in the news while questioning what they believed were morally right or wrong. for instance, the news about racism and racial tension in today’s us, allowed them to analyze how stereotypes imposed on africanamericans were similar to those imposed on black people in their own country, colombia: many american think that blacks are dirty, lazy, and less intelligent than whites. it is a similar opinion we have of blacks in our country (field notes, march 26). we are racist when we reject black people and say they are lazy and “bullisiosos.” we create bad opinions about them and these classifications ruin their life conditions without better opportunities … also, americans have similar unjust opinions about blacks (camilo’s artifact, march 26). learners were able to discuss cultural stereotypes assigned to black people in two different cultural sites associated with low levels of intelligence and negative traits of their personality. learners recognized that they, like many other people, created pejorative and insulting perceptions of other cultural groups without justification. they became aware that the spread of these generalized stereotypes ultimately defamed and marginalized blacks, and that their opportunities to improve their life conditions in a world controlled by the western white hegemony were reduced due to racist labels. learners concluded that colombia was also a racist country that despised and marginalized minority groups such as blacks and indigenous people. furthermore, the discussion about the current racial tension in the us and the historical research that these learners did about slavery in the american south in the past, led them to establish relationships about the history of slavery in colombia: there was slavery in colombia, too, as you know. spanish people brought many african people as soon as they colonized us, i think in the xvi century. spanish not only slaved africans, but all the indian tribes, and they raped women and killed blacks and indians who disobeyed their rules (camilo, field notes based on audio recordings, march 26). learners found out and compared similar ideological, but unfair and questionable views about slavery and racial discrimination imposed and practiced as normal precepts in two distinct cultural settings in efl intercultural competence gómez no. 16 (january june, 2018) no. 16 (january june, 2018) 200 the past. the fact that they criticized those ideological precepts show how these learners were able to discuss deep and conflictive cultural concepts about race that have transformed through the history of these two nations, but that still affect negatively the situation of many african-americans and african-colombian citizens who continue being discriminated in the present because of racist attitudes that still prevail in today’s societies. interestingly, margarita and anahí said that in the same way that some colombian people discriminated against other ethnic communities, including blacks, indigenous groups, and mulatos, colombians and latinos were, in turn, discriminated against by whites in the us, since latinos often suffered from derogatory stereotypes and were looked down when they went to that country (field notes, march 26). moreover, learners discussed that racist positions in the us were even worse than in colombia because the news reported several cases in which some white americans had killed black people in the us, like the case in south carolina where a white man went into a black church during a bible study and killed nine black parishioners in 2015. this event led learners to not only discuss that racism is a problem in many nations, including their own culture, but that hatred was an immoral practice that generated murders against minority groups in the us. learners analyzed how an overdeveloped country such as the us still had conflicts related to race and multiculturalism. another example that showed how learners made comparisons between their own culture and the british culture was when they discussed the two pieces of news about the decline of marriage in england: i conclude that young generations in england and in colombia have more liberal views on marriage. many don’t want to marry and they have sex before getting married. the concept of the family has changed. young people want to have sex and enjoy life before they marry (margarita’s artifact, april 9). our culture is influenced by the liberal views on marriage in other countries such as england and the us. marriage is not the first option to have a family. many have sexual relations and have children without getting married. thus, marriage is not that sacred like it was in the past (violeta’s questionnaire, may 7). data indicate that language learners were able to compare deep cultural meanings and practices as they questioned how england, the us, and colombia have changed strict traditions of marriage and the concept of the family through time. these comparisons generated efl intercultural competence gómez no. 16 (january june, 2018) no. 16 (january june, 2018) 201 controversial discussion about how younger generations are breaking traditional moral standards and how culture transforms over time. these cultural comparisons also evidenced how efl learners developed icc when being encouraged to study conflictive and deep cultural topics through critical approaches based on debate and contestation, rather than studying neutral and representative aspects of surface culture. limitations of the study the short time to collect data was one of the main limitations due to the fact that participants lacked time to meet more often. they had to work and study during week days, so the only possibility was to hold the conversation club on saturdays. however, this case study represents a further practical step of how efl learners can enhance critical icc through different materials and resources. it is also important to clarify that this research project identified aspects that indicated how participants were able to enhance initial levels of intercultural awareness because it cannot be assured that they became complete intercultural learners with this single experience. the conversation club was an educational space, a sort of artificial context that attempted to create awareness of diverse cultural beliefs and ideologies belonging to deep culture. icc is fluid and contextdependent, and participants were not exposed to real intercultural exchanges with people from other cultures in which they might have behaved and reacted differently as intercultural speakers. therefore, in efl classrooms, intercultural competence should be understood as “a model for the acquisition of icc in an educational context [that] includes educational objectives because it has educational dimensions; it includes specifications of locations of learning and of the roles of the teacher and learner” (byram, 1997, p. 70). in fact, the conversation club in which this study was conducted held educational specifications and objectives: the role of news articles as authentic culture-based materials to enhance english learners’ icc in an efl context. more research on incorporating news and other documents in efl education to develop icc is needed in larger educational settings in colombia. conclusions this research study indicates that including news in the efl context can enhance learners’ icc development at a critical level. news are authentic language in use that can increase cultural understanding of controversial events and ideologies of deep culture, efl intercultural competence gómez no. 16 (january june, 2018) no. 16 (january june, 2018) 202 namely discrimination, racism, misogyny, homophobia, prejudice, and stereotypes that continue affecting human relationships in a so-called globalized society. this study showed that the news reported by u.s. news, the new york times, the washington times, the clarion project, and the telegraph helped efl learners to develop relevant aspects of their icc. they acquired knowledge of the current political and social climate and identity of several countries. they enhanced some critical skills, including interpreting, comparing, and analyzing individual and collective behaviors, actions, and beliefs in their own culture and other foreign cultures, such as england, the us, and syria. the third aspect is that learners created attitudes, namely readiness and empathy for other human beings that not only suffered from social injustice and prejudice, but whose lives were subjected to strict cultural norms. this research claims that encouraging learners to become intercultural through controversial topics of deep culture and through the incorporation of real world events reported in the news should be a more common practice in efl education. it is a fact that efl materials and topics to learn about target cultures often include emblematic, happy, and surface elements of culture, but those materials rarely encourage learners to discuss issues of identity, prejudice, social injustice, oppression, and power which also shape and transform all cultural groups worldwide. helping learners foster their icc requires more work in the english classroom. news is one of the potential options that can facilitate it. however, the debate is open to find other possible resources that may enhance icc so that students can be prepared to participate actively in intercultural communication. learning a language does not only mean to learn the linguistic system, but to act as intercultural speakers that understand, deal with, and resist, if necessary, cultural boundaries in a world that is still a long way from really being an intercultural and a more inclusive globalized space. efl intercultural competence gómez no. 16 (january june, 2018) no. 16 (january june, 2018) 203 references agiesta, j. 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(2003). case study research: design and methods. usa: sage publications. efl intercultural competence gómez no. 16 (january june, 2018) no. 16 (january june, 2018) 207 author *luis fernando gomez rodríguez. holds a ph.d. in english studies from illinois state university, usa, and a m. a. in education from carthage college, usa. he is a fulbright scholar. he is an associate teacher of the language department at universidad pedagógica nacional de colombia. he has published research articles in several indexed journals and is the author of some books. his main research interests are intercultural competence, critical literacy, global literacy, and the teaching of literature in efl education. “this article is the result of an independent research study conducted in the first term of 2016 in a conversation club in bogota, colombia. it was sponsored by the researcher’s own sources.” efl intercultural competence gómez no. 16 (january june, 2018) no. 16 (january june, 2018) 208 appendix a sample of data collection instruments, artifact: worksheet 1 topic: race relations in the us read the news about race tensions in the us today in the following web page: “america has a big race problem” (nesbit, 2016). http://www.usnews.com/news/articles/2016-03-28/america-hasa-big-race-problem critical opinions based on reading 1. what cultural information does the news article contain about issues of race in the us? 2. what causes the race tension between whites and africanamericans in the us? why does this tension continue in the present? 3. what stereotypes have been created about african-americans’ identity and race? why? 4. what is your personal opinion about the race conflicts in the us? is it right or wrong? 5. what information was new for you in terms of ideologies and beliefs about race in the us? efl intercultural competence no. 16 (january june, 2018) no. 16 (january june, 2018) gist final1.indd 132 the interplay of teacher training, access to resources, years of experience and professional development in tertiary esl reading teachers’ perceived selfefficacy1 la relación entre formación docente, acceso recursos, experiencia docente y desarrollo profesional en la autoeficacia percibida por los docentes en la enseñanza de la lectura en inglés como segunda lengua rachel kraut, tara chandler and kathleen hertenstein2* rice university, the university of arizona, usa abstract through a mixed methods approach, this study collected data on the current state of iep teachers’ perceived self-efficacy in teaching esl reading, and the factors that may affect this. statistical analyses of surveys show a number of relationships among the factors explored: years of teaching, perceived selfefficacy, amount of pre-service training, amount of professional development and availability of resources. to detail the experiences of these instructors, responses from follow-up interviews are discussed. taken together, the results of this study underscore the need for esl teacher training programs and iep institutes to devote greater effort in preparing faculty to teach esl reading skills effectively. keywords: esl reading, teacher training, self-efficacy 1 received: december 15, 2015 / accepted: april 6, 2016 2 rachel.kraut@rice.edu / chandlet@email.arizona.edu / khertens@email.arizona.edu gist education and learning research journal. issn 1692-5777. no.12. (january june) 2016. pp. 132-151. kraut, chandler & hertenstein no. 12 (january june 2016) no. 12 (january june 2016) 133 resumen a través del enfoque de métodos mixtos, este estudio recolectó información actualizada de la percepción de los docentes de iep sobre la autoeficacia en la enseñanza de la lectura en inglés como segunda lengua y los factores que podrían afectar el proceso. el análisis estadístico de las encuestas muestra una serie de relaciones entre los factores explorados: años de experiencia docente, autoeficacia percibida, grado de formación inicial docente, grado de desarrollo profesional, y disponibilidad de recursos. para detallar las experiencias de los docentes se discutieron las entrevistas de seguimiento. los resultados de este estudio destacan la necesidad de los programas de formación de profesores de inglés como segunda lengua de dedicar un mayor esfuerzo en la preparación de profesores para enseñar de manera efectiva habilidades de lectura. palabras clave: lectura en inglés como segunda lengua, formación docente, autoeficacia resumo através do enfoque de métodos mistos, este estudo recolheu informação atualizada da percepção dos docentes de iep sobre a auto-eficácia no ensino da leitura em inglês como segunda língua e os fatores que poderiam afetar o processo. a análise estatística das enquetes mostra uma série de relações entre os fatores explorados: anos de experiência docente, auto-eficácia percebida, grau de formação inicial docente, grau de desenvolvimento profissional, e disponibilidade de recursos. para detalhar as experiências dos docentes se discutiram as entrevistas de seguimento. os resultados deste estudo destacam a necessidade dos programas de formação de professores de inglês como segunda língua de dedicar um maior esforço na preparação de professores para ensinar de maneira efetiva habilidades de leitura. palavras clave: leitura em inglês como segunda língua, formação docente, auto-eficácia kraut, chandler & hertenstein no. 12 (january june 2016) no. 12 (january june 2016) 134 introduction well-developed reading skills are an undeniably important part of a student’s course of study throughout schooling. it has been shown that children who read proficiently are more likely to succeed in school (nichd, 2000; teal, 1995) and less likely to dropout. additionally, “children with weak literacy skills are also more likely to enter the criminal justice system and to be underemployed” (guo & morrison, 2012, p. 3). several factors affect a student’s reading skills such as attentiveness in the classroom, home background, and attitude towards reading (rowe, 1995), but research suggests that teachers themselves play one of the most influential roles in students’ achievement (guarino, hamilton, lockwood, & rathbun, 2006). beyond teacher qualifications, a growing line of investigation takes an interest in teacher self-efficacy and its influence on student success in the classroom. self-efficacy is defined as “the individual’s perceived expectancy of obtaining valued outcomes through personal effort” (fuller, wood, rapoport, & dornbusch, 1982, p. 7) in terms of their abilities to think, plan, organize and perform activities needed in successful classrooms (bandura 1997, 2006). teacher self-efficacy is integral to teacher success and sustainability because it is directly related to knowledge and skills required for effective teaching (bandura, 1997; pajares, 1992; tschannen-moran et al., 1998). teachers who report levels of higher self-efficacy tend to experience greater perseverance, increased flexibility to cope with obstacles and an increased feeling of self-accomplishment (bandura, 1997). such teachers also have an increased awareness of how they are teaching, what their goals are, and are able to relate student outcomes to their teaching practices (eslami & fatahi, 2008). additionally, teachers reporting low self-efficacy have been shown have higher levels of emotional exhaustion from class disturbances due to lack of classroom management (dickle et al., 2014). consequently, research into perceptions of teacher self-efficacy can shed light on best teaching practices and assessment in the classroom (eslami & fatahi, 2008). many studies of teacher self-efficacy have been conducted in the k-12 content classroom in the areas of science education (e.g. cakiroglu, capa-aydin, & woofolk-hoy, 2012; corkett, hatt, & benevides, 2011), literacy education (e.g. tschannen-moran & johnson, 2011), and math education (e.g. clotfelter, ladd, & vigdor, 2007). an educational context in which comparatively little research has been done on teacher self-efficacy is the university esl classroom interplay of teacher training kraut, chandler & hertenstein no. 12 (january june 2016) no. 12 (january june 2016) 135 or tertiary intensive english programs (ieps). although intensive english programs have experienced rapid growth across the u.s. in recent years (institute of international education, 2012), this lack of research on teacher self-efficacy in adult esl reading may be because of the recent increase in the number of international students entering american tertiary education. the number of students requiring esl programs has subsequently increased, and research in this area is only now becoming necessary. intensive english programs are unique among institutions of language education for a number of reasons. first, as the majority of their students arrive on f-1 visas, ieps must build english language programs in accordance with the number of hours of instruction required by the u.s. f-1 immigration status regulation for language training (szasz, 2010). for international students in an american iep setting, a full-time course load is “at least 18 clock hours of attendance a week” (u.s. citizenship and immigration services, 2010). second, while students may arrive with an english proficiency as low as a1 on the cefr scale, the majority of students enter an iep with a degree of english proficiency ranging from a2-b1. this is likely because most iep students come to the u.s. with the goal matriculating into a university, and thus want to spend as little time possible on intensive english studies. many also have scholarship restrictions set forth by government sponsors which allow only a short time frame for intensive english studies (e.g. 3-6 months). finally, as the goal of the majority of international students studying in ieps in the u.s. is to gain admission into an american university, therefore, program curricula usually focus on the academic language skills to enable students to read, write, speak, and comprehend english at a level that is appropriate for universitylevel course work. in order to be successful readers of academic english, international students need to have large amounts of vocabulary knowledge (alderson, 2000; hellekjaer, 2009), be able to efficiently integrate background knowledge with text (grabe & stroller, 2002), use metacognitive monitoring to repair comprehension (alderson, 2000), and make use of a variety of learning strategies for reading and new vocabulary (hellekjaer, 2009). while many iep students may be able to successfully take on academic texts in their l1, it is not necessarily true that these skill sets and strategies will transfer over to the l2 (koda, 2005, 2007). thus, it is crucial that esl teachers at the tertiary level be adequately trained and effective in teaching reading to help students meet their goals. interplay of teacher training kraut, chandler & hertenstein no. 12 (january june 2016) no. 12 (january june 2016) 136 to explore the current state of teacher self-efficacy in the teaching of adult esl reading, we employed a mixed methods approach to explore the following questions: 1. how do teachers in a university-based intensive english program rate their levels of self-efficacy as esl reading teachers? 2. how are self-ratings of perceived self-efficacy influenced by a teacher’s amount of pre-service training, ongoing professional development, access to useful resources, and years of experience? the quantitative results of a questionnaire and the qualitative results from interviews with a handful of university-level esl teachers across the united states suggest that teacher self-efficacy in teaching adult esl reading is relatively low. moreover, this lack of confidence may stem from a lack of pre-service training, limited relevant professional development, and a dearth of useful resources to aid in the planning and teaching of esl reading. literature review teacher self-efficacy with such an important role to play in student success, it is of interest to know how teacher self-efficacy is influenced by other crucial variables, such as professional development and pre-service training. hoy and woolfolk (1993) examined two major independent variables: teacher efficacy and organizational support and found that all teachers at various years in the profession need a strong sense of self-efficacy and organizational support to make the best use of their professional development training. in a similar vein, a recent study by dixon et al. (2014) found that esl teachers who received increased hours of professional development training developed higher self-efficacy. in reviewing this data, one can conclude that teacher training and selfefficacy are interdependent. a study conducted in turkey by student teachers (cabaroglu, 2014) also yielded findings relevant to the interaction of teacher selfefficacy and pre-service training. these student teacher / researchers utilized a combination of self-evaluation, reading relevant literature, informal observations and interviews, and preparing action plans to improve their teaching abilities. afterwards, quantitative data from the tses (teacher self-efficacy scale) (tschannen-moran & woolfolkhoy, 2001) revealed that the student teachers’ self-reports of selfefficacy had increased, while qualitative data collected from reflective interplay of teacher training kraut, chandler & hertenstein no. 12 (january june 2016) no. 12 (january june 2016) 137 diaries showed that this action research promoted a positive learning experience for the pre-service teachers as well. another study linking pre-service training to teacher self-efficacy was done by clark (2016). for the study, clark determined the number of pedagogical reading courses required by various university teacher education programs. upon correlating this data with ratings of teacher self-efficacy, the findings show that the number of pre-service courses taken influenced teacher self-efficacy in the teaching of reading. more specifically, teachers who took two courses in reading methodology had a higher perception of self-efficacy when compared to reading teachers than teachers who only took one course. a common thread can be seen throughout each of these studies: teachers who have more training through methodology courses and/ or professional development report greater feelings of self-efficacy than those with less training and professional development. however, it could be argued that pre-service training alone cannot be the only factor affecting a teacher’s perceived self-efficacy. tschannen-moran & johnston (2011) explore factors beyond pre-service training in teachers’ perceived self-efficacy. the researchers surveyed 648 elementary and middle school teachers using the teacher sense of efficacy scale (tses). a series of statistical analyses including multiple regression and correlation revealed that among these literacy teachers, ratings of the quality of their teacher preparation program, highest degree obtained, access to resources, school level taught, participation in a book club, and self-efficacy in the areas of instructional strategies, classroom management, and student engagement were all significant predictors of self-efficacy for literacy instruction. to expand upon existing multi-factorial investigations of teacher self-efficacy, the present study explored the interplay between teacher self-efficacy, professional development, pre-service training, and access to useful resources. methodology research design this study took a mixed methods approach to shed light on our research questions, as both quantitative and qualitative data are central to this line of inquiry. we worked from johnson & onwuegbuzie’s (2004) definition of a mixed methods approach as “the class of research where the researcher mixes or combines quantitative and qualitative research techniques, methods, approaches, concepts or language into interplay of teacher training kraut, chandler & hertenstein no. 12 (january june 2016) no. 12 (january june 2016) 138 a single study” (p. 17). a questionnaire and a handful of face-to-face interviews, which are described in the subsequent sections, were utilized for data collection. this mixed methods approach allowed us to gather both quantitative data from a wide variety of participants (for the purpose of generalization), as well as in-depth information from individuals which could elucidate some of the quantitative data. participants a total of 70 in-service esl teachers (17 male, 53 female) employed at a university-level intensive english program in the united states participated in the questionnaire portion of the study. in addition to experience teaching at the university level, 29% had taught at the elementary school level, 34% had taught middle school, and 39% taught high school. in terms of years of teaching experience, the mean years of experience among the questionnaire participants was 12.16 years (range: 1-40 years). the figure below shows the distribution of the participants’ teaching experience in years. figure 1. participants’ years of teaching experience of these 70 participants, eight were chosen for participation in the interview portion of the study (2 males, 6 females). convenient sampling procedures were used to select these particular subjects. table 1 shows the years of esl teaching experience for each of the 8 interviewees. all subjects agreed to be interviewed without compensation and provided written consent for both the questionnaire and the interview. interplay of teacher training kraut, chandler & hertenstein no. 12 (january june 2016) no. 12 (january june 2016) 139 table 1. interviewees’ years of teaching experience data collection instruments questionnaire. the questionnaire was developed based on the researchers’ experience teaching esl and knowledge of the field (a total of approximately 40 years of experience combined) as well as informal interviews with four in-service university-level esl teachers. the theoretical framework for the instrument and many of the questions were modeled after eslami & fatahi (2008). the questionnaire consisted of the following 6 sections: 1. demographic information & years of experience 2. efficacy for student engagement 3. efficacy for instructional strategies 4. training and professional development 5. curriculum & access to resources this questionnaire was found to be reliable by calculating cronbach’s alpha for each of the four major subsections of the instrument. the alpha coefficients are as follows: .74 for efficacy for student engagement, .81 for efficacy for instructional strategies, .92 for training and professional development, and .66 for curriculum & access to resources. interview questions. the ten interview questions were designed by the three researchers with input from other esl program administrators and esl teachers at the university of arizona. the goal of the interviews was to collect more detailed information from a handful of teachers which might be able to provide further insight into some of the trends found within the quantitative data. interplay of teacher training kraut, chandler & hertenstein no. 12 (january june 2016) no. 12 (january june 2016) 140 data analysis and interpretation after obtaining irb approval to conduct the study, the questionnaire was hosted online via google docs and sent out to randomly-selected intensive english programs throughout the united states to solicit participation from teachers. all participants gave written consent by typing their name and the date after reading through the consent form. the online questionnaire was left open for four weeks, at which point it was closed and the results were downloaded for statistical analysis. for analysis of the quantitative questionnaire data, both descriptive statistics by item and correlational analyses (between perceived selfefficacy and the other variables) will be reported. participants selected an answer ranging from 1 (disagree) to 5 (agree) on a likert scale to indicate responses for subsections 2 (efficacy for student engagement), 3 (efficacy for instructional strategies), and 5 (curriculum and access to resources). the results of subsection 4 (pre-service training and professional development), are discussed in terms of counts since no likert scales were used. the eight subjects who participated in the online questionnaire were selected via convenience sampling to participate in the interview portion of the study. all subjects gave written consent prior to being interviewed. their answers were recorded with a smart phone audio recording app, transcribed and coded (to maintain anonymity of the data), and subsequently destroyed. in order to identify themes in the participants’ responses, each transcribed interview was coded by the three researchers (independently) as either self-identifying as an effective esl reading teacher or not an effective esl reading teacher. this was done by analyzing each interviewee’s response to question #3: “do you feel that you’re an effective reading teacher? why or why not?” subjects 1, 2 and 3 self-reported as being ineffective esl reading teachers while subjects 4, 5, 6, 7, and 8 self-reported as being effective esl reading teachers. after separating the transcribed interviews into these two groups, the researchers re-read each interview and coded the data question by question in order to identify themes in the discourse. the emerging response themes are discussed separately for each of the two aforementioned groups. because a theme of access to resources in motivating students surfaced across both groups, it is explored subsequently at the whole-group level. interplay of teacher training kraut, chandler & hertenstein no. 12 (january june 2016) no. 12 (january june 2016) 141 results quantitative questionnaire data efficacy for student engagement. four questions comprised this section inquiring about teachers’ perceived self-efficacy in engaging students during an esl reading class. on the whole, participants reported rather marginal or average feelings of self-efficacy in this category with a mean 3.6 out of 5 for all questions in the section. positive correlations were found between teacher’s perceived selfefficacy for student engagement and amount of teacher training (r =.339), access to useful resources (r =.302), and years of experience teaching esl (r = .391). however, no significant correlation was found between perceived self-efficacy for student engagement and amount of professional development. a closer look at the data suggests that no such relationship was present likely because the vast majority of teachers (78.5%) indicate that they received virtually no professional development in teaching esl reading at their current places of employment. support for this hypothesis is reflected in the mean response to “i could benefit from more professional development and/ or training in teaching reading skills to esl students.” as 4.35 out of 5. efficacy for instructional strategies. this section consisted of four questions about teachers’ perceived self-efficacy in their ability to use a variety of instructional strategies during an esl reading class. in general, participants’ self-reports were higher for instructional strategies than student engagement with a mean 4.11 out of 5 rating across all questions. positive correlations were found between teacher’s perceived self-efficacy for instructional strategies and amount of teacher training (r =.377), access to useful resources (r =.283), and years of experience teaching esl (r = .342). however, as with student engagement, no significant correlation was found between perceived self-efficacy for instructional strategies and amount of professional development. we posit that, similar to efficacy for student engagement, this is likely because the majority of teachers reported receiving little to no professional development in teaching esl reading at their current places of employment. curriculum and access to resources. the data from just two questions in this section, pertaining to resource access, are reported. each question is followed by the mean rating (out of 5) as self-reported by the participants: (1) at my current place of employment, i have access to useful resources to help teach reading skills. (mean: 3.97, sd: 3.94). (2) at my current place of employment, i have access to useful resources to help teach vocabulary. (mean: .96, sd: .97). interplay of teacher training kraut, chandler & hertenstein no. 12 (january june 2016) no. 12 (january june 2016) 142 pre-service training and professional development. the data set for section four of the questionnaire, which asked teachers about their amount of pre-service training and current professional development, paints a rather dismal picture of the state of training and organizational support for esl reading teachers. as many as 78.5% of teachers reported having little to no professional development in teaching reading skills at their current place of employment, as indicated by selecting the “0-2 times pear year” response. 77% of respondents reported taking 0-1 graduate level classes about teaching reading, and even fewer reported taking undergraduate classes on the subject (87% indicate 0 or 1 class). not surprisingly, an overwhelming majority of the respondents indicated that they could benefit from more professional development or training in teaching esl reading as evidenced by a mean response of 4.35 out of 5 on the likert scale question (1 disagree – 5 agree). qualitative interview data self-reported ineffective esl reading teachers. analysis of the interview data from interviewees 1, 2, and 3 revealed a handful of patterns in their responses. firstly, these interviewees reported only having taught esl for between 6-10 years (mean: 8 years). considering that the mean number of years teaching esl among questionnaire participants was 12.16 years, these three interviewees have less experience than the average participant. secondly, all three interviewees reported having no formal training in teaching esl reading prior to becoming an in-service teacher. instead, they indicated that they learned to teach esl reading “mostly intuitively” or “from peer coaching with current colleagues.” when asked the best way for teachers to improve their skills, all three stated that teachers should receive training which is “regular” and “ongoing” and is conducted by “expert teachers who specialize in esl reading.” two of the three interviewees in this group noted that they feel teaching vocabulary is easier than teaching reading strategies, referring to the latter as “stressful” due to lack of knowledge in how to do so and access to “limited and inadequate resources” to help them teach. interestingly, the interviewee who reported that teaching reading strategies was easiest came from a k-12 teaching background in which she was paired with a “reading coach” who provided “a huge guide… about what she was supposed to be teaching or what the next step was.” this interviewee stated that in turn, she felt that she taught reading strategies well because “it’s more structured” than teaching vocabulary. years of support from an expert coach in a former job likely influenced interplay of teacher training kraut, chandler & hertenstein no. 12 (january june 2016) no. 12 (january june 2016) 143 this interviewee’s response and level of confidence in teaching esl reading strategies. lastly, analysis of the responses to “what do you do well in your reading class?” revealed a pattern of “teaching vocabulary” and “modeling excitement about reading.” self-reported effective esl reading teachers. interviewees 4, 5, 6, 7 and 8 self-reported as being effective esl reading teachers. not surprisingly, the range of teaching experience across this group was much broader than the self-reported ineffective teachers (6-35 years) with a mean number of years of experience double that of the other group (16.4 years). this supports the findings from the quantitative data which show that years of experience strongly correlates with efficacy for student engagement and instructional strategies. unlike the self-reported ineffective group, this group of interviewees all reported some degree of formal training at the graduate level in teaching esl reading prior to becoming an in-service teacher. additionally, all noted that they continue to seek out training through conferences, attending workshops, and “staying in the literature.” four out of the five interviewees discussed the importance of reflecting on their own experiences as readers as well when considering how to teach reading. when asked about their opinion of the ease of teaching reading strategies as opposed to teaching vocabulary, three of the five interviewees stated that both are “equally easy to teach.” this is likely due to the training they’ve each received and continue to seek out. finally, in detailing what they do well in their esl reading classes, a theme of setting goals and designing strong assessments emerged from the responses. this is reflected in statements including the following: i also feel like my assignments in reading courses are strong…(they) work because it’s easy to assess whether or not (students) understand how to do it” and “(it) works because it gives students milestones that are tangible. they feel like they’re making progress. access to resources. according to our quantitative survey results, access to beneficial resources for teachers is a significant predictor of teachers’ perceived efficacy in teaching reading skills. it also significantly predicts teachers’ perceived abilities to motivate students who show a low interest in reading. this is further supported by several interviewees when they were asked the question, “what resources should be available?” one person stated, “they (students) should choose texts that they enjoy! that’s the only way students will be interested too (in addition to the teachers).” another person stated the following: interplay of teacher training kraut, chandler & hertenstein no. 12 (january june 2016) no. 12 (january june 2016) 144 the most important resource is a good library so students can choose individually what they want to read…. reading teachers need to take advantage of this (an independent reading program) so their students have choice. the tasks should be carefully chosen so as to not burden the student, but rather make them want to read the books. conclusions the results support the notion that esl reading teachers in a tertiary intensive english program need more training in and access to resources for teaching this skill in order to experience a higher sense of self-efficacy in the classroom. these findings both support and expand on previous literature by affirming the positive relationship between teacher training and self-efficacy as well as exploring the state of teacher self-efficacy and its relationship with other variables in an under-studied educational context: the intensive english program. because our study was carried out with teachers from this unique genre of educational institution, it should be noted that our results may not be generalizable to other language learning contexts. similarly, with a small sample size (n=70) representing programs across 17 states, further research should be conducted before firmly concluding that the trends in our data paint an accurate picture of teacher self-efficacy in the majority of ieps within the u.s. one of the goals of the present study was to shed light on the current lack of this training and its effect on teacher self-efficacy. however, in order to move forward and bolster teacher self-efficacy in the esl reading classroom, we call for further research into specific reading methodology course offerings of esl teacher training programs at universities across the united states as well as deeper exploration into the exact nature of any professional development offerings in esl reading at the university level for in-service teachers. in this way, the field may gain a better sense of exactly what kind of teacher training courses and organizational support to develop. a few suggestions for teacher professional development were gleaned from our qualitative interview data: observing expert teachers either online or in-person (putnam & borko, 2000), engaging in book groups where teachers read a book about teaching reading and discuss relevant ideas (grossman, wineburg, & woolworth, 2001), participating in peer coaching with a knowledgeable colleague (schifter & fosnot, 1993), attending ongoing trainings by an expert in the field of teaching reading (little, 1994), having an expert as an accessible resource (smith, 1969; brockbank & mcgill, 2006), and having access to helpful websites for suggestions (ingvarson, meiers, & beavis, 2005) interplay of teacher training kraut, chandler & hertenstein no. 12 (january june 2016) no. 12 (january june 2016) 145 the above listed forms of teacher professional development boost a teacher’s self-efficacy; some of which are well-documented by bandura (1994, 1997). observing expert teachers is a strong example of vicarious experience in which the observer relates to the expert teacher and gains the confidence to successfully accomplish a new skill. both engaging in book clubs and having an expert as a resource are examples of social or verbal persuasion in which strong words of encouragement from a trusted person provide a positive perception of ability. lastly, participating in peer coaching with a colleague is an example of master experience in which teachers are given the opportunity to build on past mastered skills by practicing similarly new ones. whatever the form, the predominant theme is that this type of support needs to be ongoing and not just offered once or twice a year. this gives teachers the support they need as problems arise and keeps the methodologies used in the classroom current and relevant to the needs of the students (national staff development council, 2001). the results of this study also serve as a call for tertiary intensive english programs to take stock of the quantity and quality of resources available to their faculty for teaching esl reading. some possible resources for esl teachers are as follows: internet tesl journal links page, esl gold (materials, lesson plans, and links for teachers and students), using english (language references, teacher resources, analysis tools, discussion forum and links), and the internet for esl teachers (claire braden’s collection of pedagogical articles). many researchers have found correlations between students having a choice in what they read with how they are intrinsically motivated to read. in fact, according to reynolds & symons (2001), background knowledge and topic interest are closely correlated and are a strong determining factor for a student’s motivation to read. with students who come from a variety of countries and backgrounds in ieps, this points to the need for teacher access to materials and resources that cover many content area topics. another factor which may affect student motivation is the incorporation a variety of engaging instructional strategies in teaching reading. according to lems, miller, and soro, (2010), some strategies useful at the tertiary level are as follows: reader’s response logs allowing students to engage with the reading and practice metacognitive skills while demonstrating comprehension, silent reading techniques such as ssr (sustained silent reading) or dear (drop everything and read) where students and the instructor silently read high-interest books, using visual and audio aids to supply a more dynamic interaction with the reading, and using semantic maps and other graphic organizers to bring meaning to non-fiction texts. interplay of teacher training kraut, chandler & hertenstein no. 12 (january june 2016) no. 12 (january june 2016) 146 in conclusion, teaching reading skills to tertiary esl students is an important academic endeavor in which some teachers in intensive english programs often feel underprepared to teach. with a lack of experience, pre-service training, and professional development, tertiary esl teachers may not feel confident in teaching. many desire adequate training and support in order to raise self-efficacy and effectiveness in the classroom. in addition, access to beneficial resources aids the teachers’ perceived ability to motivate and instruct students to read. with the help of ongoing in-service training, teachers can obtain the instruction they need to feel more effective, and with access to resources, they can be equipped to implement the strategies and training they have received. thus, both esl teachers and students alike have a chance to be more successful in reaching their goals. interplay of teacher training kraut, chandler & hertenstein no. 12 (january june 2016) no. 12 (january june 2016) 147 references alderson, j. 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(1998). teacher efficacy: its meaning and measure. review of education research, 68, 202-248. tschannen-moran, m., & woolfolk-hoy, a. (2001). teacher efficacy: capturing an elusive construct. teaching and teacher education, 17, 783-805. tschannen-moran, m., & johnson, d. (2011). exploring literacy teachers’ self-efficacy beliefs: potential sources at play. teaching and teacher education, 27(4), 751-761. u.s. citizenship and immigration services. (2010). title 8 of code of federal regulations (8 cfr): (8 cfr sec. 214.2(f)(6)(i)(d). retrieved march 29, 2016, from http://www.uscis.gov/portal/site/ uscis/menuitem.f6da51a2342135be7e9d7a10e0dc91a0/?vgnextoid= fa7e539dc4bed010vgnvcm1000000ecd190arcrd&vgnextchann el=fa7e539dc4bed010vgnvcm1000000ecd190arcrd&ch=8cfr. interplay of teacher training kraut, chandler & hertenstein no. 12 (january june 2016) no. 12 (january june 2016) 151 authors *rachel kraut is the associate director of language programs in the glasscock school of continuing studies at rice university. there, she helps oversee the intensive english program, esl communication program, and all foreign language programs in addition to building new language-related programs. she also serves as a site reviewer for the commission on english language program accreditation. beyond language program management, rachel has also worked as a consultant in language teacher professional development for public school districts, a content developer, and a teacher trainer. her research interests lie in two camps: language program administration and l2 applied psycholinguistics. more specifically, rachel has published and presented papers on esl teacher training and pedagogy, the development and effectiveness of l2 extensive reading programs, l2 lexical storage and access, and the processing of l2 morphology. *tara chandler is an instructor at the center for english as a second language at the university of arizona. in addition to teaching in the intensive english and teacher training programs, she has served as the faculty area advisor and course leader in reading, mentoring new teachers in the program, providing ongoing professional development for all faculty members, and offering feedback on reading assessments. other experience includes teaching secondary english and esl classes, facilitating online education and linguistic courses in higher education, and training content teachers abroad how to teach and assess in an l2. her research interests are in reading, esl reading, esl teacher training and pedagogy and online learning. *kathleen hertenstein is an instructor at the center for english as a second language at the university of arizona. at cesl, she works as instructor in the intensive english program as well as teacher trainer and mentor in the teaching english as a foreign language program. she is currently a phd candidate in language, reading, and culture with a major in second language acquisition and pedagogy and a minor in adult writing. she had presented on teacher training, esl education, collegiality, teaching and technology and esl professional development. her main areas of research are teaching reading in the esl classroom, teacher training, methodology, and professional development at the tertiary level. interplay of teacher training kraut, chandler & hertenstein no. 12 (january june 2016) no. 12 (january june 2016) 230 reflections on the process of bilingual education in latin america: a perspective from globalization1 reflexiones en el proceso de educación bilingüe en américa latina: una perspectiva desde la globalización magdalena joya and alejandra cerón2* institución universitaria colombo americana, única abstract this paper intends to explain how education can be understood as a process that involves the transmission of culture, knowledge, manners and values; meanwhile, globalization implies an evolving process of constructing a global system of languages. in this way, the relationship between the educational and economic systems can become stronger through processes of bilingual education. in latin america, bilingualism has its origins in european colonization and has acquired power because of the wide range of opportunities that communication in the contemporary world can offer. therefore, it has prioritized the necessity of raising the levels of undergraduate and post graduate education. the spread of english within the bilingual model as a possibility for the development of latin american countries does not constitute a very clear perspective in the sense of guaranteeing the inclusion of the entire population. indeed, a bilingual model with an ethnocentric tendency has prevailed, which favors the english speaking culture as the model to follow. this perspective opens the possibility to reflect on the use of english as a common framework of reference. it means the construction of multicultural and plurilingual spaces which are able to favor the inclusion and innovation of sectors related to transnational markets. key words: bilingualism, competitiveness, public policy, globalization, latin america 1 received: june 6, 2013, 2013 / accepted: september 26, 2013 2 emails: malenajoya88@gmail.com, dir.investigaciones@unica.edu.co gist education and learning research journal. issn 1692-5777. no. 7, november 2013. pp. 230-244 joya & cerón no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 231 resumen este artículo pretende explicar como la educación puede ser entendida como el proceso que involucra la transmisión de cultura, conocimiento, costumbres y valores; por su parte, la globalización implica un proceso de construcción de un sistema global de lenguas en evolución. en esta dirección, las relaciones entre el sistema educativo y el sistema económico pueden fortalecerse a través de los procesos de educación bilingüe. en américa latina, el bilingüismo tuvo sus orígenes es la colonización europea y ha venido adquiriendo poder a través de un amplio margen de oportunidades que la comunicación en el mundo contemporáneo puede ofrecer. por lo tanto, se ha priorizado la necesidad de aumentar los niveles de educación formal en pregrado y postgrado. la difusión del inglés dentro del modelo bilingüe como una posibilidad de desarrollo para los países latinoamericanos no es una perspectiva clara del todo, en el sentido de garantizar la inclusión de toda la población; dado que ha prevalecido un modelo bilingüe con tendencia a una visión etnocentrica que privilegia la cultura de habla inglesa como el modelo a seguir. esta perspectiva abre la posibilidad a reflexionar sobre el uso del inglés como un marco común de referencia hacia la construcción de espacios multiculturales y plurilingües capaces de favorecer la inclusión e innovación en sectores relacionados con mercados transnacionales. palabras clave: bilingüismo, competitividad, política pública, globalización, américa latina resumo este artigo pretende explicar como a educação pode ser entendida como o processo que involucra a transmissão de cultura, conhecimento, costumes e valores; por outro lado, a globalização implica um processo de construção de um sistema global de línguas em evolução. nesta direção, as relações entre o sistema educativo e o sistema econômico podem fortalecer-se através dos processos de educação bilíngue. na américa latina, o bilinguismo teve suas origens é a colonização europeia e tem vindo adquirindo poder através de uma ampla margem de oportunidades que a comunicação no mundo contemporâneo pode oferecer. portanto, se priorizou a necessidade de aumentar os níveis de educação formal em graduação e pós-graduação. a difusão do inglês dentro do modelo bilíngue como uma possibilidade de desenvolvimento para os países latino-americanos não é uma perspectiva totalmente clara, no sentido de garantir a inclusão de toda a população; dado que prevaleceu um modelo bilíngue com tendência a uma visão etnocêntrica que privilegia a cultura de fala inglesa como o modelo a seguir. esta perspectiva abre a possibilidade a reflexionar sobre o uso do inglês como um marco comum de referência à construção de espaços multiculturais e plurilíngues capazes de favorecer a inclusão e inovação em setores relacionados com mercados transnacionais. palavras chave: bilinguismo, competitividade, política pública, globalização, américa latina joya & cerón no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 232 introduction languages have become a device to consolidate the process of globalization in the economy, as a result of making a second language a prestigious matter in latin-american society. the role of language nowadays is joined to the fact that languages create interconnectivity and webs of communication between communities. hence, language becomes an important tool for promoting globalization. however, language can be used in different connotations and can become an implement to promote different economic and social perspectives. “discourse can be used rhetorically to project a particular view of globalization which can justify or legitimize the actions, policies or strategies of particular (usually powerful) social agencies and agents” (fairclough, 2006, p.144). the process of globalization implies a global system of languages in evolution in the sense that held et al. (2002) give it as the consequence of centuries of migration and linguistic transformations that change the use of native languages or other languages related with the expansion of political systems and their markets. in this sense language and culture are decisive within the historical development as well as the contemporary global processes. in latin america, this transformation has its origin since the european colonization (spain and portugal) which continued throughout the 19th century after the independence processes and the conformation of the new republics under north american influence. this makes the political, economic and social systems establish bilingual relations between english -spanish, spanish -portuguese and portuguese – english. language allows people in this modern and globalized world to become competitive and also able to perform in different fields. for the developing countries, the process of bilingualism had been gaining power because of the wide range of opportunities that communication can offer. in latin america, young professionals have oriented their training in a second language exclusively to english as a strategy to improve their labor opportunities by enhancing their cvs and professional development. in this process there have been other important transformations in society highlighted by the homogenization of ways of life. it has happened not only in latin america but also in other developing countries of the world. this factor raises the question about the influence of the bilingual education models over the original ways of cultural forms. as chen states, the bilingual models have to be oriented to the common use of the language without implying the cultural imposition over the social structures that adopt it: reflections on the process of bilingual education joya & cerón no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 233 the concepts of “global citizenship” and “global language” are closely linked. the discussion of them will involve the concern of language education. while questioning if the use of english as a common language, but not as lingua franca, can provide us with opportunities for acting as responsible cosmopolitan citizens, without implying the loss of their linguistic and cultural roots or “the transformation of the english language into a neutral, disengaged or unaffiliated medium.(2011, p.1) to sum up, reflection on the process of bilingual education in latin-america3 implies taking into account the historical process of bilingualism, the possible issues derived from the relation among cultures, and the need of becoming competitive in the productive system. globalization and competitiveness in politics competitiveness is viewed as the mechanism to participate in the modern globalized world. by becoming competitive people are able to participate and compete in different aspects with different actors around the world. this position not only enhances individual capacity, but also enables the country and its society to be aware of its location in the global market and the possibility of extending its economic perspectives. colombia and the ministry of education take this perspective about education nowadays: in a world in which the knowledge economy is an increasingly important source of competitive advantages, education and training in job skills are essential for a successful country. there is a direct relationship between education and productivity improvement , thus improving the human capital is essential to advancing collective prosperity. successful experiences of transformative production have joined training efforts and accumulation of specific knowledge, and the potential of the productive sectors. (men, 2008, retrieved from: http://www.mineducacion.gov. co/1621/article-183961.html)4 reflections on the process of bilingual education joya & cerón 3 related to the studies in this field , there are highlighted the studies developed by the professor anne marie truscott de mejía in terms of bilingual education in colombia (1996,2004), power, prestige and bilingualism (2002), the identification the relation between language, culture and identity(2006a), the state of the bilingual education in colombia (2006b), and the related policies (2006c) 4 translated from: “en un mundo en el cual la economía del conocimiento es cada vez más importante como fuente de ventajas competitivas, la educación y la formación de capacidades laborales son esenciales para un país exitoso. existe una relación directa entre mejoras en educación y mejoras en productividad, por lo cual el mejoramiento del capital humano es fundamental para avanzar hacia la prosperidad colectiva. las experiencias exitosas de transformación productiva han logrado una articulación entre sus esfuerzos de capacitación y acumulación de conocimiento específico, y las potencialidades de los sectores productivos”. (men, 2008) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 234 with the need of increasing productivity, the tendency has been to give priority to the undergraduate and post graduate levels of education. regarding colombia, the ministry of education has modified its policies to promote competitiveness in colombian education mainly in higher education, with human capital development becoming the most important aspect of this policy. the social, economic, cultural and technological changes propose each day new requirements to the productive world and demand more skilled workers able to perform successfully in the labor market and generate improvements in productivity and innovation. this creates great challenges for the colombian education system, responsible for the training of human capital. (men, 2008, retrieved from: http://www. mineducacion.gov.co/1621/article-183961.html)5 it is important to understand that in this context the new economic agreements that developing countries are being part of, the community has to prepare adaptable citizens for the new globalized world. becoming competitive involves the exchange and interchange of information, and the use of a second language as a mandatory fact. the bilingual policy has defined bilingualism as a priority in education for the generation of people who are going to be able to gain access to the labor market. with globalization and the urgent changes (such as migration, social mobility, transnationalism, and knowledge economies) are being present in all the stages in society, it is important that public education policy respond to the demands and needs of students, society and the productive sector. bilingualism opens the possibility for people to establish relationships and keep in contact with others around the globe. according to held et al. (2002), cultural imperialism needs the creation of educational institutions and training for teachers as well as the use of language, bilingualism, and multilingualism with technologies that are necessary to create these cultural infrastructures. evidently, because of the relationship between the united states and the spanish speakers of latin america, the bilingual policies of these countries are mainly aimed at the learning of english as a second language. 5 translated from: “los cambios sociales, económicos, culturales y tecnológicos plantean cada día nuevas exigencias al mundo productivo y una demanda por trabajadores más capacitados y con habilidades que les permitan desempeñarse exitosamente en el mercado laboral y generar mejoras en productividad e innovación. lo anterior genera a su vez grandes retos para el sistema educativo colombiano, encargado de la formación del capital humano.” (men, 2008) reflections on the process of bilingual education joya & cerón no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 235 what is not totally clear is whether the cultural globalization that is generated by the spread of english bilingualism has an inclusive perspective in which the countries where english is the native language are trying to attract all the people in order to offer possibilities of development, or if bilingualism is exclusive and just a portion of the population can have access to the second language in order to create a competitive elite. author like garrett and lange (1991), banuri and schor (1992), gill (1995), amin (1996), and gray (1996) argue that the expansion of globalization implies cultural models based on hierarchy, which consequently generates inequity. according to held et al. (2002), all these modes of the cultural globalization, the expansion and deepening of the relationships, the movement of signs, objects and people; the diffusion, the cultural emulation and the establishment of infrastructures and institutions can imply different stratification patterns, which means, hierarchy and inequality. reflecting on the historical process of bilingualism in latin america contributes to a critical recognition regarding the form in which the bilingual education model has been imposed. the evolution of the bilingual educational model of latin america for the process of globalization globalization from a historical perspective has origins in the 15th century when the europeans began to colonize the world; although, some consider the process of globalization as a contemporary process immersed in the 20th century context understood as both progress and progressive. …others see it as the steamroller of late modernity taking away all that is authentic and meaningful in our lives… the hyperglobalist response is that we are living in a new and unprecedented world, where global capitalism, governance, and culture have replaced more local institutions, such as local financial institutions and business, national governments and local cultures, and in general terms have upset old hierarchies and ways of life. the skeptic (primarily neo-marxist) response is that we are simply living in an age of capitalism by updated and more efficient means (above all recent developments in information technology). finally, the transformationalist response is that we are living in an age of greater upheaval and change, with unprecedented levels of interconnectedness among nation states and local economies and cultures, which are thanks in part—though not exclusively—to technological developments.(block, 2004, p.75) reflections on the process of bilingual education joya & cerón no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 236 for language teachers around the world, there has been a concern about the role that bilingualism takes in terms of globalization, moreover if language teaching is involved with the transformation of people, culture and identities. since the spanish colonization, bilingualism in latin america was oriented to the spanish language, initially from the aboriginal languages to spanish, and later during the industrialization process from spanish to english. consequently, traditionally in the latin american context, the policy of bilingualism has been considered as the relation between english and spanish exclusively. this is, because spanish is the fourth most widely used language in the world and the official language of all american countries except canada, the united states and brazil (unesco, 2003). similarly, english is the official language of 21 countries in the world, and is also the language of the most recognized international organizations such as onu and the european union. however, in the last decade of the 20th century in the context of globalization, with the creation of mercosur, portuguese has also acquired significance in the bilingual campaigns in latin america. source: unesco (2003). education today. the newsletter of unesco’s education sector.n°6, july-september. p.6 reflections on the process of bilingual education joya & cerón no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 237 using the example of argentina, according to hamel (2003), the construction of a national identity was built around spanish monolingualism supported by an education policy based on academic and scientific developments. the policy included a component of foreign language teaching oriented towards establishing relations with europe. initially, during the 19th and 20th centuries, the first language was french, later english, and finally italian and german. this thus consolidated a model offering, plurilingualism which was displaced in the 1920’s by an excessive demand of english over the other languages. according to hamel (2003) as in argentina, uruguay established spanish as the official language of its education model with the common law of education of 1877 the government´s linguistic policy was oriented throughout history to the homogenization of the country through the emerging variety of uruguayan spanish, using public education as the main vehicle as is done argentina. however, private bilingual schools used a model oriented towards spanish as a native language, and english, french and german as second languages, which played an important role in teaching the elites in the society. according to unicef (http://www.unicef.org/lac/pueblos_ indigenas.pdf), in the case of bolivia, ecuador and peru, which are countries with more indigenous population, education policy has also been oriented towards the imposition of spanish as an official language over the indigenous languages in the urban centers with more demographic density. this aspect generated important contradictions about the use of languages. first, because it placed importance on the use of indigenous languages, then in the process of globalization, when the use of english was considered necessary, the population did not have the necessary instruction to respond to this demand. moreover, despite of the high use of spanish in america, the model of a monolingual education succeeded as result of the english colonization in the united states , where english prevailed in a short period of time in the majority of the population. from there emerged a generalized attitude that considered english as the prestigious language of the world: the mainstream imposes an ethnocentric perspective in which the lack of the ability of speaking english is compared with the condition of being an animal. this idea reminiscent of the 16th century ideologies has prevailed and flourished in the 19th century and still persists in the 21st century, not only in the united states but also in latin america to a greater or lesser degree. the shift to a more open, democratic, multicultural and multilingual path, not only started to take shape in the last decade with the emergence of institutions like the inali in mexico, which as stated above, are still very incipient initiatives for the vindication of the linguistic rights reflections on the process of bilingual education joya & cerón no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 238 of indigenous people, certainly is not exempt of great contradictions, limitations and even roots of origin.(flores, 2012, pp.81-82)6 the previous examples show that the education models for bilingualism in latin america have been dominated by an ethnocentric vision that favors the culture of the english language as a model to follow. this makes it more difficult to generate a perspective in which the acquisition and use of a second language (english) can contribute to the social development and equity. bilingualism in colombia globalization can be transmitted to the population by education. this aspect is seen by the current cultures as the way of progress and development. nevertheless, education is not aimed at the entire population. for instance in colombia, which is a developing country, the influence and access to education do not guarantee coverage of the lowest sectors of the population. however the idea of globalization and its impact on education has been present in colombian history. frank safford (1989, p. 8) says that it is very distinctive how the elites of colombia have been conscious of the importance of education in relation to economic development; their efforts were focused only on higher education which were and are available exclusively to the elite. knowing this we can suggest that although the globalization process plays an important role in the development of a society, we have to analyze and interpret which are the goals of this process. we have to take into account if this process is really inclusive or exclusive for colombian society. nonetheless, this analysis has to take place during the entire history of education in colombia and we cannot be radical assuming that the educational policies in colombia have only been exclusive. “the general education law of march 18th 1826 offered two reasons to support public instruction: first, the country in which instruction is more provided and education is more generalized of the numerous class which is destined to cultivate the arts, agriculture, and 6 “el mainstream impone una perspectiva etnocéntrica en la que no hablar inglés se compara con la condición de ser animal, reminiscente de ideologías del siglo xvi que han prevalecido y florecido en épocas decimonónicas y aún persisten en el siglo xxi, no sólo en los estados unidos sino desde luego también en mayor o menor medida en latinoamérica. el cambio hacia un camino más abierto, democrático, multicultural y multilingüe, sólo se ha empezado a perfilar en la última década con la aparición de instituciones como el inali en méxico que, como queda dicho, resultan todavía iniciativas muy incipientes para la reivindicación de los derechos lingüísticos de los pueblos indígenas; desde luego no exenta de grandes contradicciones, limitaciones e incluso vicios de origen.”(flores, 2010, pp. 81-82) reflections on the process of bilingual education joya & cerón no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 239 commerce, is the one which flowers the most by the industry, while the general illustration in the use of science and arts are a perennial source and an inexhaustible wellspring of richness and power to the nation who grows them. second, the education will promote the public moral and the useful knowledge that make flourish people” (safford, 1989 p.21). taking into account these two aspects we can see that even though education was aimed to generate progress, the government took the general public as a source of achieving productivity. with this coverage and the idea of generating a more prosperous country, the term competitiveness was attached to both productivity and education. chen (2011) states that the process of learning english is the result of an official demand in various parts of the globe to reach professional success, and social, and economic advancement. in this sense, english is seen as an individual’s fundamental skill which can provide opportunities to communicate with the international community. this attitude has been consolidated in the state policies in colombia: the recognition of the importance of a foreign language, in this case english, led the ministry of education to implement the “plan nacional de bilingüismo(pnb)” as a strategy for improving the quality of english teaching in colombia and promoting competitiveness for our citizens. (men,http://colombiaaprende.edu.co/html/productos/1685/w3article-312132.html)7 proficiency in english as a second language can give opportunities to colombians to achieve different skills and to be able to compete with people of other regions outside latin-america: “strengthening the domain of a foreign language (english) is essential to improve personal, social, technological and productive levels, at the same time, to promote more and better opportunities for competitiveness” (men, 2008).8 although the policy recognizes the importance of bilingualism and generates plans and reflections about it for the entire colombian population, the gap between the non-speakers (the majority of the colombians) and the bilingual ones is huge, especially if we take into reflections on the process of bilingual education joya & cerón 7 “el reconocimiento de la importancia de una lengua extranjera, en este caso particular el inglés, llevó al ministerio de educación nacional a implementar el programa nacional de bilingüismo como estrategia para el mejoramiento de la calidad de la enseñanza del inglés en colombia y para la promoción de la competitividad de nuestros ciudadanos”. (men, http://www.colombiaaprende.edu.co/html/productos/1685/w3-article-312132. html) 8 “fortalecer el dominio de un idioma extranjero (inglés) es esencial para mejorar los niveles de desarrollo personal, social, tecnológico y productivo y, a la vez, para propiciar más y mejores oportunidades de competitividad.” (men, 2008) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 240 account that many people consider that the exchange of cultures with english countries increases the proficiency, as is explained by mejía (2006a): for many years in colombia, there has been little real concern about the implications of contact with other cultures. teachers and parents whose children go to bilingual schools have tended to assume that a vision of cultural enrichment will result effortlessly from the contact with other languages and cultures.(p. 6) moreover, the obvious consequences for these practices and ideas are that labor development and the access to labor opportunities are related to opportunities of cultural contact with people who speak a second language. in this sense , proficiency is measured not by certification of one’s knowledge of the second language but by closer contact and interaction with other cultures. education and production modes education has been established as a process that involves transmitting cultures, knowledge, manners and values. however, this is sometimes seen as a process with no productive or reproductive goals which is not related with the economic objectives of the society. on the one hand, it is not uncommon to think of the relationship between education, economy, production, labor, and employment, or on the other hand, as if there were not other types of production or economy than capitalism, or other jobs besides salaried employment. this happens for various reasons ranging from simple negligence to the consideration that anything that is not under the sunshine of capital gain deserves consideration, through the idea that other productive activities have little or nothing to do with education. so, if we think of the most outstanding works about the much hyped connection we cannot even remember an allusion to non-capitalist sectors of the economy and the job. (enguita, 1987, p.45)9 9 translated from: “es ya habitual pensar la relación entre la educación, de un lado, y la economía, la producción, el trabajo o el empleo, de otro, como si no existieran otra producción ni otra economía que la capitalista ni otros trabajos y empleos que los asalariados. esto ocurre por razones diversas que van desde la mera negligencia hasta la consideración de que nada que no esté bajo el sol del capital merece ser examinado, pasando por la idea de que las otras actividades productivas tienen poco o nada que ver con la educación. así, si pensamos en los trabajos más destacados sobre la tan traída y llevada conexión difícilmente lograremos recordar siquiera una alusión a los sectores no capitalistas de la economía y el trabajo.” (enguita, 1987, p. 45) reflections on the process of bilingual education joya & cerón no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 241 from enguita’s (1987) point of view, the relation among education and economy is bidirectional because the role of the school can be liberating or creator in relation to economy. however can be reproductive of its necessities by contributing to perpetuate its structure. therefore it is necessary to ask for a dynamic and equitable relation among both social spheres (economy and education): companies and universities must relate to each other for their own development, and at the same time retain their autonomy. it is of strategic interest of both actors to make connections. the question that arises is: how to establish relationships that respond to mutual expectations?(misas, 2004, p.31)10 the tendency of the education system in latin america throughout history has been aimed to be a reproductive system of capitalist production. seeing it in this way enguita (1987) notes that the potential workforce learns organizational routines in the educational system that discourages creativity and favors the search for salaried jobs, to the detriment of entrepreneurship. the acquisition of a second language is a complementary qualification that may improve the salaried assignment and the labor conditions of the future employee and not the creative or alternative proposal for new opportunities of economic development. conclusion as we mentioned and according to enguita (1987), bilingualism in latin america in the 20th century was limited to english and spanish exclusively, leaving behind other languages that help to the development of the hemisphere such as portuguese and others which are related with the origins and roots of the population .as a result the bilingual processes are being consider exclusive but not inclusive. therefore, the bilingual model restricts the creativity and innovation of some social projects. in the sense, people who have achieved the improvement of their levels of qualification with the usage of a second language (english) have limitations in the participation and integration of different aspects and elements of the culture. 10 translted from:“las empresas y las universidades requieren, para su propio desarrollo, relacionarse entre sí, al mismo tiempo que conservan su autonomía. es de interés estratégico de ambos actores establecer nexos. la pregunta que surge es: ¿cómo establecer relaciones que den respuesta a las expectativas mutuas?”(misas, 2004, p.31) reflections on the process of bilingual education joya & cerón no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 242 if the process of globalization has generated new possibilities for economic transformation based on knowledge in the consolidation of the knowledge society in which capitals and business are oriented to innovation and development, then the relationship between economic and education systems can become stronger through bilingual education. however, this education has to be understood within a process of recognition of the identities and the cultural diversity as a characteristic of the postmodern era, making the use of english a common and neutral language but not a lingua franca. this perspective opens the possibility to see english as a common point of reference to begin building multicultural and plurilingual contexts that relate to the needs of the continent, such as the use of portuguese or, french, and the claim of the aboriginal languages of latin america from an inclusive and innovative point of view, capable of integrating economic sectors related with transnational markets. references amin, s., capitalism, in the age of globalization, zed press, london, 1997. banuri, t. ans j. schor (eds.), financial openness and national autonomy, oxford university press, oxford, 1992. block, d. (2004). glabalization and language teaching. elt journal volume 8. chen, y. (2011). becoming global citizens through bilingualism: english learning in the lives of university students in china. education research international, p.9. enguita, m. f. (1987).educación y modos de producción. retrieved from: http://es.scribd.com/doc/30349553/educacio%cc%81n-ymodos-de-produccio%cc%81n fairclough, n. (2006). language and power. new york: routledge. flores, j.(2010). entorno a la política y planeación lingüísticas en el contexto latinoamericano. materials, 6. mexico d.f garrett, g. and p. lange, “internationalization, institutions , and political change”, in keohane and milner 1996, 1996. gill, s., “globalization, market civilization, and disciplinary neoliberalism”, millennium,1995. gray, j., after social democracy, routledge, london, 1996. reflections on the process of bilingual education joya & cerón no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 243 hamel, r., ( 2003). “las politicas linguisticas en el mercosur: ¿una barrera frente a la globalización del inglés?” en language in a globalizing world. maurai, jacques & morris, michael a.(eds.). cambridge: cambridge university press, 111-142. held, d., mcgrew, a., goldblatt, d., & perraton, j. (2002). transformaciones globales. politica, economia y cultura. en d. held. mexico df: oxford university press. mejía, a.m.de (1996) educación bilingüe en colombia: consideraciones para programas bilingües en colombia. in el bilinguismo de los sordos 1 (2),1-25. mejía, a. m. (2002). en power, prestige and bilingualism: international perspectives on elite bilingual education. clevedon, uk: multilingual matters ltd. mejía, a. m. (2004). bilingual education in colombia: towards an integrated perspective. bilingual education and bilingualism. 381 397. mejía, a.-m. d. (2006a). “bilingual education in colombia:towards a recognition of languages, cultures and identities”. colombian applied linguistics journal. mejía, a.m. de, ordóñez, c. l. y fonseca, l. (2006b) estudio investigativo sobre el estado actual de la educación bilingüe (inglésespañol) en colombia.. men/universidad de los andes. mejía, a.-m. t., & fonseca, l. (noviembre de 2006c). lineamientos para políticas bilingües y multilungües nacionales en contextos educativos linguisticos mayoritarios en colombia. bogota, centro de investigación y formación en educación universidad de los andes. men. (diciembre de 2008). ministerio de educacion nacional de la republica de colombia. retrieved from: http://www.mineducacion. gov.co/1621/propertyvalue-39241.html men. (2008).desarrollar destrezas para la competitividad en colombia. retrieved from: http://www.mineducacion.gov.co/1621/ article-183961.html men. (n.d.). colombia aprende. inglés como lengua extranjera: estrategia para la competitividad. retrieved from: http://www. colombiaaprende.edu.co/html/productos/1685/w3-article-312132. html reflections on the process of bilingual education joya & cerón no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) 244 men. (s.f.). ministerio de educacion nacional de la republica de colombia. retrieved on 17 de octubre de 2012, from: http://www. mineducacion.gov.co/1621/article-97495.html misas. g. a. (2004). la educación superior en colombia, análisis y estrategias para su desarrollo. bogotá: universidad nacional de colombia. safford, f. (1989). el ideal de lo practico. bogotá: el áncora editores. unesco (2003). education today. the newsletter of unesco’s education sector.n°6, july-september. unicef. los pueblos indigenas en ámerica latina. tomado de: http:// www.unicef.org/lac/pueblos_indigenas.pdf authors *magdalena joya téllez is a research assistant of the innobed group and 10th semester student of bilingual education at única – institución universitaria colombo americana. *alejandra cerón rincón is the research director of única – institución universitaria colombo americana. sociologist of universidad nacional de colombia, master in organizational management of uqac – canadá, (c)ph.d policy studies and international relations of iepri-universidad nacional de colombia. reflections on the process of bilingual education no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) no. 7 (nov. 2013) a creative nonfiction narrative inquiry into an efl online learning community during the covid-19 pandemic1 una investigación narrativa creativa de no ficción en una comunidad de aprendizaje en línea de efl durante la pandemia de covid-19 angeliki ypsilanti, ioannis karras2 ionian university, greece 1 received: november 1st, 2022 / accepted: november 30th, 2022 2 angypsilanti@ionio.gr, karrasid@ionio.gr gist education and learning research journal. issn 1692-5777. no. 25 (july december, 2025). pp. 87-110. prospective teachers’ reasons for preferring the profession 88 no. 25 abstract university libraries globally launch coronavirus memory archival projects inviting the documentation of personal experience. elicitations such as journal entries and oral history interviews fall under the category of life-writing. this narrative inquiry focuses on creative nonfiction stories produced by an online high school community and edited by the efl teacher during the first full lockdown in greece. the shift to distance education caused students to use elf as a means of contrasting their local archival endeavors with global ones. the efl teacher as researcher used mentor texts, collected the coronavirus stories on e-me online platform, engaged the online members in a peer-reviewing process and reauthored a collective narrative. narrative writing analysis was employed to reflect the teacher’s initiative to commemorate a student community’s physical disconnectedness from onsite learning. the use of e-me for this collaborative venture offers practical implications for efl practitioners such as going beyond the bounds of the traditional curriculum whilst identifying self-regulation as indication of resilience among students experiencing unprecedented circumstances. keywords: creative nonfiction, narrative inquiry, memory archive, coronavirus, efl, e-me resumen las bibliotecas universitarias lanzan a nivel mundial proyectos de archivo de memoria de coronavirus que invitan a la documentación de la experiencia personal. las elicitaciones como las entradas de diarios y las entrevistas de historia oral caen dentro de la categoría de escritura de vida. esta investigación narrativa se centra en historias creativas de no ficción producidas por una comunidad de secundaria en línea y editadas por el profesor de efl durante el primer cierre total en grecia. el cambio a la educación a distancia hizo que los estudiantes usaran elf como un medio para contrastar sus esfuerzos de archivo locales con los globales. el profesor de efl como investigador utilizó textos de mentores, recopiló las historias de coronavirus en la plataforma en línea e-me, involucró a los miembros en línea en un proceso de revisión por pares y reescribió una narrativa colectiva. se empleó el análisis de escritura narrativa para reflejar la iniciativa del profesor de conmemorar la desconexión física de una comunidad estudiantil del aprendizaje en el sitio. el uso de e-me para esta empresa colaborativa ofrece implicaciones prácticas para los profesionales de efl, como ir más allá de los límites del plan de estudios tradicional e identificar la autorregulación como una indicación de resiliencia entre los estudiantes que experimentan circunstancias sin precedentes. palabras clave: no ficción creativa, investigación narrativa, archivo de memoria, coronavirus, efl, e-yo a nonfiction narrative inquiry into an efl community during covid-19 ypsilanti and karras 89 no. 25 resumo: as bibliotecas universitárias lançam ao nível mundial projetos de arquivo de memória de coronavírus que convidam à documentação da experiência pessoal. as elicitações como as entradas de jornais e as entrevistas de história oral caem dentro da categoria de escritura de vida. esta pesquisa narrativa centra-se em histórias criativas de não ficção produzidas por uma comunidade de secundária em linha e editadas pelo mestre de efl durante o primeiro encerre total na grécia. a mudança à educação a distância fez que os estudantes usassem elf como um meio para contrastar seus esforços de arquivo locais com os globais. o professor de efl como pesquisador utilizou textos de mentores, recopilou as histórias de coronavírus na plataforma em linha e-me, envolveu os membros em linha em um processo de revisão por pares e reescreveu uma narrativa coletiva. empregou-se a análise de escritura narrativa para refletir a iniciativa do mestre de comemorar a desconexão física de uma comunidade estudantil da aprendizagem no lugar. o uso de e-me para esta empresa colaborativa e implicações práticas para os profissionais de efl, como ir mais além dos limites do plano de estudos tradicional e identificar a auto regulação como uma indicação de resiliência entre os estudantes que experimentam circunstancias sem precedentes. palavras chave: não ficção criativa, pesquisa narrativa, arquivo de memória, coronavírus, efl, e-eu a nonfiction narrative inquiry into an efl community during covid-19 ypsilanti and karras 90 no. 25 introduction u niversity libraries in england and the usa have launched covid-19 archival projects for public submissions of personal experiences. most of them tend to address either the student or the wider local communities. a different in scope covid-19 archival project targeting a global audience is that of the oxford center for life-writing (oclw) which runs a project with writing prompts related to people’s experiences of the coronavirus outbreak. oxford university’s oclw as well as the penn state university with its viral imaginations: covid-19 project favor creative nonfiction (cnf) submissions, thus giving emphasis to the creativity factor in the documentation of living history in the making. during the covid-19 pandemic crisis, students of a greek lyceum tried to improve their intercultural skills by making their local stories globally known. buchanan (2020, p. 4) explains that during the lockdown period students were “in need of community” and that they relied on writing “to communicate, create community, and remain connected” as well as “find their voices and share their experiences.” under the guidance of their english teacher, greek students had analogous recourse to writing through the hive blog on the e-me platform where they shared their coronavirus experiences in response to writing prompts aimed at facilitating “reflections on identity” as “inevitably fluctuating in response to changing contexts” (bennett, 2015, p. 577). taking into consideration that individuals in times of crisis tend to coalesce around issues of common concern, documenting and archiving ongoing experience in english as a lingua franca (elf) can play a leading role in the intercultural training of a specific online student community. the students’ recourse to creative nonfiction (cnf) writing constitutes both a guided practice and a creative impulse that is further reinforced by the prospect of exchanging feedback through the e-blogging service of the e-me platform. for the benefit of a bigger “emplotted narrative” (polkinghorne, 1995, p. 7), the research question that guided the present study is as follows: how can creative nonfiction be used as both a narrative research method and an object of narrative research in an efl online context? a nonfiction narrative inquiry into an efl community during covid-19 ypsilanti and karras 91 no. 25 literature review background to creative nonfiction lott (2000) views the investment in “the self as the creative element of creative nonfiction” (p. 195). in other words, the self in cnf reshapes the factual reality from a participatory point of view thus becoming the bridge of communication between the writer and the reader. gerard (2010, p. 22) explains that “every story is about the reader, so it must matter to the reader” which entails that the story must heighten the levels of emotional appeal and provide a confluence of mediating stimuli. to achieve this, it all depends on the writers’ perception and support of the emotion-specific content of their story. regarding issues of authorship and readership, cnf acquires a different dimension within a pedagogical context. as regards authorship, silverberg (2019) explains how he integrated cnf into his creative writing courses imbuing esl students with a sense of purpose through the practice of “automatic writing” (p. 256). students engaged in writing personal experience essays that were pooled for feedback exchange in the “peer workshop” (silverberg, 2019, p. 255). as regards readership, gutkind (2012) points out that “the driving force behind creative nonfiction has everything to do with attracting and keeping the reader interested” (p. 74). according to him, if writers choose to tackle a “public subject with a personal and intimate spin,” they stand a good chance of “establishing a universal chord” with a wider reading audience (gutkind, 2012, p. 74). the tele-educational framework for elt in greece the learners’ home space has been inadvertently transformed into a public one while attending the webex online classes as replacement for face-to-face instruction. more specifically, the greek ministry of education has put at the disposal of the educational community two platforms: the webex synchronous platform which connects students to their teachers in real time and the open eclass which is its asynchronous counterpart functioning as an open-source learning management system (lms) that supports resources and assignment management. an alternative suggestion is that of the e-me platform which is an advanced example of a personal learning environment (ple) “driven by the learner needs and based on sharing rather than controlling” (megalou et al., 2015, p. 2). the availability of such a virtual space is important, especially during the covid-19 crisis, because it can “support both formal and informal learning experiences” (megalou et al., 2015, p. 3). when envisioning distance education on a macro-level, it might be useful to contemplate integrating its communicative aspects into an associated framework of informed action. megalou et al. (2015) point towards the “social networking services” a nonfiction narrative inquiry into an efl community during covid-19 ypsilanti and karras 92 no. 25 as well as the “file sharing, blogs, wikis, messaging, and conferencing” tools provided by e-me “to ensure collaboration and communication” (p. 3). nikiforos et al. (2020) argue that “virtual learning during the pandemic can significantly reshape and innovate teaching, as well as allow the continuation of fostering a sense of community” (p. 2). by encouraging localized attempts at writing about the coronavirus pandemic through any online education platform provided, students are not only encouraged in hosting their memories but also facilitated in using the co-occurring archives as open channels of communication with the outside world. models for narrative inquiry within an efl context on the uniqueness of the cnf genre, purdue online writing lab (owl) provides author guidelines on how incorporating reflection in one’s personal account of events can prevent the end result from being an intentless “collection of scenes open to reader interpretation.” for the teaching of the writing skill within an efl context, certain narrative models for communicating personal experience co-serve the purposes of narrative inquiry. for example, doman (2015) explores language learning histories (llhs) as student-generated accounts of their individual history of language learning, while barkhuizen and wette (2008) propose the collection of students’ reflections on their learning experience via “narrative frames” because they “provide guidance and support in terms of both the structure and content of what is to be written” via “starters, connectives and sentence modifiers” (pp. 375-376). although both models are employable for data collection in the field of narrative inquiry, none of them use writing prompts on life events to trigger memory and reflection. cnf story writing could co-serve as an alternative collection model, but it has not attracted much research attention because it is considered less associated with the personal reflection essay in the context of elt and more relevant to autoethnography in the context of anthropological methodology (kim, 2016). narrative smoothing in qualitative research kim (2016) espouses the idea that “narrative inquiry is a way of understanding human experience through stories that, in turn, help us understand better the human phenomena and human existence” (p. 190). he then goes on to assert polkinghorne’s (1988) “equation of narrative inquiry with the study of narrative meaning” (in kim, 2016, p. 190). according to polkinghorne, the extraction of meaning from narrative data analysis is essential to drawing conclusions on their value. the proposed means of drawing meaningful conclusions is “narrative smoothing” which according to spence (1986) “masks subjective interpretation as explanation” and “presents a good story that is not necessarily a faithful account” with a view to providing not only short a nonfiction narrative inquiry into an efl community during covid-19 ypsilanti and karras 93 no. 25 term gratification but also long-term thoughtfulness (as cited in kim, 2016, p. 192). the method of narrative smoothing is used in the context of polkinghorne’s “narrative mode of analysis” which “helps the reader understand how and why things happened the way they did and why and how participants acted the way they did” (as cited in kim, 2016, p. 197). from an educational standpoint, creswell (2015) points out that narrative research is mainly aligned with “teacher reflection” (p. 505), hence the derived need for rearranging the collected types of narrative research forms (i.e., student personal narratives) in a meaningful and impactful way. naturally, the question that arises here is “who provides the story” since teachers’ and students’ voices are often intertwined depending on what is at stake (creswell, 2015, p. 506). if the teacher is both narrative researcher and co-participant in a story involving school life, then it becomes obvious that the resulting narrative will be a dynamic synthesis highly convergent in terms of theme and scope. similar studies while downey and clandinin (2010) explore the intersections between narrative and reflective inquiry to assess the dynamics of “unexpectedness” in retrospect, other narrative studies identify the coronavirus pandemic as the key variable in the way narrative inquiry handles the ongoing memory of events. whileand postcovid-19 narrative studies tend to evaluate the pandemic’s effects with a view to predicting its future impactability on collective memory either centering on concepts such as “narrative coherence” or on theories such as the “transition theory”. more specifically, narrative coherence was used by vanaken et al. (2021) in the form of an autobiographical writing task on coronavirus to predetermine the activation of positive or negative memories during students’ exposure to stressful events. likewise, the transition theory, as applied by brown (2021), viewed the covid pandemic as a dominant event that over time is anticipated to become an adjustable unit in autobiographical recollection. in both indicative cases, narrative inquiry into the memory of the coronavirus pandemic assumes the characteristics of an evaluative report that disregards the documentation of the individual voice as participatory at all levels of the inquiry process. on the flip side, kim (2016) cites representative examples of narrative inquiry as “phenomenon and method,” “oral history,” “life story,” “creative nonfiction,” and “fiction” (pp. 269-297). while in most of kim’s (2016) narrative inquiry cases the data collection methods involve field observation and tape-recorded interviews of a (semi-) structured nature, the example of “life story” stands out in that several participants have formed a writing group that contributes personal writing samples around a specific topic for intergroup discussion (kim, 2016, p. 279). although one might have expected a nonfiction narrative inquiry into an efl community during covid-19 ypsilanti and karras 94 no. 25 of the “creative nonfiction” example to constitute a similar case of narrative inquiry based on firsthand written accounts of a specific topic, the suggested documentation of “multiple voices” based on the “bakhtinian novelness of polyphony” has been subjected to polkinghorne’s (1995) mode of analysis to improve the readability impact (kim, 2016, p. 287). a polyphonic perspective on life narratives, where creative nonfiction as reflection takes the lead, has been conducted by peters et al. (2020) who offer a compilation of 15 autoethnographical pieces detailing student experiences as active participants of china’s current ihe under the covid-19 pandemic. more specifically, as autoethnographic accounts written from the point of view of each student-contributor, they are “honest, reflexive, and often emotional discussions of personal human experience” (peters et al., 2020, p. 985). for this reason, they are considered empowered narrative pieces to be used for qualitative research purposes. coda in cnf narrative inquiry the above-mentioned narrative inquiry example of cnf has a strong storytelling element that makes all the difference to the reader who according to caulley (2008) has had enough of reading “boring qualitative research reports” (p. 424). apart from the creative writing techniques that can be employed to achieve a less boring effect on the reader, caulley borrows burroway’s (2003) words to explain that the main thing is to invest in the truth even if its verbal recasting may end up “revealing new insights” into the lived experience of a specific event (as cited in caulley, 2008, p. 447). it is this transfigured truth that kim (2016) baptizes as “coda” highlighting that it “can bring the research a notch up, as the researcher evaluates what the researched stories might mean, after finding ways to transfigure the story’s commonplace to illuminate the larger society and bringing the readers together with the now of the research phenomenon” (p. 229). research design the present study relied on the characteristics of narrative research insofar as the core concept of story was sustained throughout to act as a point of liaison for the provision of a chronological framework. from the outset, the research problem rested upon the elicitation of the learners’ personal experience stories, which has been occasioned by the covid-19 outbreak, inaugurating a mosaic collection of field texts written by students. the intent was to engage learners in writing down their memories under the auspices of an approved online platform, namely e-me, for the storage and longitudinal diffusion of a specific meaning-making process. engagement a nonfiction narrative inquiry into an efl community during covid-19 ypsilanti and karras 95 no. 25 was premised upon the stance that there must be mutual consent on the shapeshifted alliance between the teacher and the student when it comes to recovering the sense of learning community in an online environment. my endeavor was to transform the virtual capacity of e-me into a critical and imaginative storage space by using the written responses submitted through e-me assignments as archival material in need of spatiotemporal specificity before recasting it “in a flexible storytelling mode” (creswell, 2015, p. 508). steps in conducting the narrative research the collection and interpretation of the qualitative data of this study were derived following creswell’s (2015, pp. 515-518) steps in the conducting of narrative research with the linearity factor adjusting to a multivariate explanatory framework. “step 1. identify a phenomenon to explore that addresses an educational problem” the covid-19 pandemic outbreak enforced a new set of operational realities to which everyone was required to conform. further exploration of the vicissitudes of the educational reality, both inside and outside of school, led to the definition of the implications of the educational impact of online teaching and learning with the aid of the platforms provided by the greek ministry of education. the issue of the new coronavirus as a debunker of social norms became the general subject of a reflection essay to count as a term assignment submittable via e-me assignments on e-me platform. reflection was construed as a combination of recounting a personal experience and forging an unforgettable memory of it, the result of which was a compilation of individualized stories. “step 2. purposefully select individuals from whom you can learn about the phenomenon” this narrative study made a purposeful selection of 17 participants from the third grade of a greek lyceum on a north aegean island. students were assigned to contribute a personal experience essay for the school’s memory archive. submission to the e-me digital platform received teacher and peer feedback through blogging during the second school closure in greece (from november 9 to february 15, 2021). “step 3. collect the stories from those individuals” the stories collected through e-me platform as assignments were handled as field texts that contained the students’ memories of what constituted their individual experience of a globally impactful event. although students were allowed reasonable freedom to respond appropriately to a wide range of relevant prompts, it was agreed a nonfiction narrative inquiry into an efl community during covid-19 ypsilanti and karras 96 no. 25 that they keep within the bounds of the creative non-fiction writing genre. as a result, they came up with different forms of creative non-fiction writing such as letters, diary entries and personal essays. “step 4. restory or retell the individuals’ stories” after the collection of the students’ field texts followed the processing and organization of the stories into a narrative structure. to prevent the possibility of methodically trying to arrange disparate reflections, connected by no discernible motif, retelling the individuals’ stories became the tactic choice to achieve chronological and causal sequence. consequently, the students’ storied memories of coronavirus were logically sequenced, contextualized and assembled for the purposes of a metastory that was selectively reconstructed from extracts of the field texts by the narrative researcher-teacher. “step 5. collaborate with the participants-storytellers” the collaboration with the participating students-storytellers was carried out through the blogging facilities provided by the e-me platform. students were invited to join the e-me blogs as active members in the role of peer-reviewers. as estimators of each other’s intended content, they came to the realization that their common concerns had to be broached by providing an evaluative commentary. it should be noted that students were advised against indulging in proofreading or reediting each other’s texts because the original stories constituted indispensable resources to the re-teller. only at a later stage were the 17 stories redrafted by the teacher for the purposes of longterm storage of their final version. “step 6. write a story about the participants’ experiences” step 6 was more of a combination of steps 4 and 5 since the “metastory” or metanarrative which was an essential component in the collaborative design process became an integral part of the final narrative report. the outcome did not only reflect the outgrowth  of the participants’ coronavirus experiences but also the synthesis “procedures involved in” the strengthening of the intermediate spatiotemporal links (creswell, 2015, p. 518). the hallmark of this step was the use of the first pronoun in the narration of the end story as a regulatory practice for preventing the development of a reader-unfriendly narrative. “step 7. validate the accuracy of the report” as regards the validation of the accuracy of the narrative report, provisions had already been made for coping with any discrepancies between real-life accounts and made-up stories by directing students towards cnf for emotional release. furthermore, the choice of an officially approved online platform to operate as a longlife repository of knowledge, information-provider and social forum warranted the a nonfiction narrative inquiry into an efl community during covid-19 ypsilanti and karras 97 no. 25 objectivity of the report. the internal peer-review process reflected the development of student-directed collaborative work through content-sharing in a way that the idea of researcher involvement matured naturally over time. “narrative analysis” of data the analysis of the collected data followed polkinghorne’s (1995, as cited in barkhuizen et al., 2014, p. 73) “narrative analysis” of “non-narrative data,” that is data that were not yet “in story form” but were carefully crafted by the narrative researcher who undertook the task of reconstructing a piece of “narrative writing” to tell the inbuilt evolutionary story. the end narrative was an example of “how storytelling can be used as a data analysis strategy” while the findings coincided with their “wellcrafted, subjective interpretation by the researcher” (barkhuizen et al., 2014, p. 89). findings narrative thinking i first came up with the idea of urging my students to record their coronavirus experiences when, during the school closure  over the course of the  first  covid-19  lockdown (from march 11 to may 11, 2020), i stumbled upon new york times’ learning network whose picture prompts feature invited students to “strengthen their literacy skills” based on image-driven prompts, while the student opinion questions feature gave students the opportunity to “practice writing for an authentic audience.” the picture prompt “social distancing” (gamlen, 2020) and the question prompt “how is the coronavirus outbreak affecting your life?” (engle, 2020) were ideal opportunities for an efl teacher who was on the lookout for homework ideas to implement her asynchronous online teaching carried out by email. in fact, the question prompt was developed into a digital writing practice idea using google docs where students were required to enter their personal experience with a view to contributing to the creation of a digital archive. during the second school closure from november 9, 2020 to february15, 2021, my school gave teachers the asynchronous option to use either the e-class or the e-me online platform to support their teaching. i opted for e-me because of its additional use as a social networking platform. even more appealing was presenting my own counter proposal to the capacity planning of an educational platform. this time, my inspiration was traceable to another project to which i became a regular contributor as from may 2020 responding to creative prompts about my own coronavirus experiences. “a change in morning habits” was one of my contributions (author, 2020). a further writing corona-assignment that became a bond between my personal continued process of self-reflection and my professional acknowledgement of the potential a nonfiction narrative inquiry into an efl community during covid-19 ypsilanti and karras 98 no. 25 for guided self-reflection came from malmö university where i was registered as a creative writing student during the autumn term of 2020. an optional assignment to reflect on the effects of the coronavirus led me to my submission which was published at malmö university’s website as part of a related project (land, 2021). the idea of a british and a swedish university storing coronavirus memories using writing prompts led me to the realization that this was the best time for an efl teacher to activate the hidden curriculum. to this end, after carefully sifting through a wide range of archival projects about coronavirus experiences run by university libraries in usa and great britain, i settled on my own plan of action to give a meaningful purpose to online classes by engaging students in building their own memory archive using elf. for the purposes of the coronavirus memory archive construction, the 17 third graders of the lyceum were asked to complete a term assignment based on a questionnaire which was meant to operate as a prompting guide to unlock their thoughts and feelings. the result was a personal narrative essay which was composed after receiving preliminary training in narrative writing through a selection of mentor texts from the above-mentioned projects. having had the previous experience with a similar question prompt task, it was not difficult for them to respond, only that this time they had a longer word limit as well as the extra requirement to register on e-me platform. other than that, they were allowed reasonable writing freedom to leave their mark on the world bearing the prior knowledge of what was expected of them and keeping in mind that they would have to create connection with other people in the world. the process of organizing different life stories but also synchronizing parallel reflections depicted the philosophy behind this endeavor to weave past, present and future into the taut telling of a globally familiar story that cohered through everyone’s contribution. in other words, my “prior knowledge and experience” generated the “narrative schema” that ordered students’ writing activity which was supplemented by the activation of further sub-schemas about content development. in this respect, although i cued the students with authentic texts and an open questionnaire that incentified them to establish their own narrative form, i was pleasantly surprised to find out that they developed their own cognitive strategies. my only aid to them was the presentation of the nyt learning network’s narrative writing criteria (e.g., telling a story about a small but memorable event or moment in your life; using details to show, not tell; writing in your real voice; dropping the reader into a scene; reflecting on the experience and giving the reader a take-away, etc.) from which they selected almost in complete unison the one that pointed towards “reflecting on the experience and giving the reader a take-away” judging it to be the end point that came close to the global minimum of the target function of the coronavirus memory archive (schulten, 2019). a nonfiction narrative inquiry into an efl community during covid-19 ypsilanti and karras 99 no. 25 i present stratos’ (one of the student-participants) “take-away” for the global reader which encapsulates yielding meaning from human experience and life. i believe that the coronavirus came to change the whole world and our society. it made us think about our future. it came to teach us that money has no value when it comes to health. it is here to show us that we need to love one another and to stop the lies and hypocrisy. we need to stop injustice, war, and conflict. we should see our future differently without hating others or chasing wealth. we ought to love nature and protect it, value friendship and family. we need to become better people! meaning-making from the students’ point of view, coronavirus was identified as the memorable event that lent life new meaning constitution. given that shared perception of reality prompts feelings of solidarity, students developed the need to participate in the compositional process of an enduring legacy because sharing memories gave them a sense of agency, a sense of personal power to make a statement. during the coronavirus lockdowns, students underwent adjustments of considerable proportions which compelled them to develop emotion regulation strategies. writing down their personal experience of life during the coronavirus lockdowns precipitated catharsis which sprang from the sense of oneness with the impact of the crisis event and the larger historical picture within which the crisis event became inscribed. polkinghorne (1988) explains that the extraction of meaning from narrative writing constitutes a way of recognizing the implications of human experience in a specific time and place (as cited in kim, 2016). this kind of meaning is the inquirer’s distilment of different stories around the same theme with a view to giving orientation to the reader’s impressions. the question that polkinghorne (1988) raised was whether the inquiry subjects were left “at the mercy of the storyteller’s recollection or introspection” (as cited in kim, 2016, p. 190). my question is whether my students could have been involuntarily downgraded to a subaltern position by me given that i became their spokesperson to the rest of the reading world through authoritative selection of opportune pieces. the answer, complicated as it might be, is dependent on the extent to which empowerment constitutes a prime motivating force behind the writers’ disposition. the role of the creative self in the perception of an accepted truth, viz. the impact of coronavirus on a person’s life, remains to be clarified. on the one hand, lott talks about the self as a large container of “smaller selves” which enclose the truth of the whole of humanity in his attempt to prioritize the importance of subjective interpretation of factual truth (lott, 2000, p. 198). on the other hand, patwell (2021, p. 4) refers to a nonfiction narrative inquiry into an efl community during covid-19 ypsilanti and karras 100 no. 25 one’s “use-of-self ” as a defense mechanism in dealing with the turbulence of change brought on by the coronavirus pandemic. because the students’ reflection essays have an inherent cognitive schema, i treat them as both field and interim research texts in my attempt to critically acclaim kim’s “example of narrative inquiry as creative nonfiction” whereby multiple voices are documented in order “to create a virtual reality where stories seem real to the reader” (kim, 2016, p. 286). based on bakhtin’s “theory of novelness,” kim explains how a “dialogic truth can be derived from unmerged voices” “creating the open-endedness of a story that connects a participant or a reader to another and one story to another” (kim, 2016, p. 73). by allowing my storytellers to speak for themselves and resisting the temptation to link the disparate strands of the narration into a unified whole, i have succeeded in laying the foundations for a constructive dialogue among us. narrative smoothing sacrilegious as it might have been regarded as in the first place to succumb to bakhtin’s (1981) “official monologism” (in kim, 2016, p. 75) as opposed to the dialogic exchange that promotes the co-construction of the narrative, it felt like i would not have been doing justice to the students’ narratives were i not to specify the spatiotemporal context within which the self would enter into dialogue with the others. to achieve this, i stepped into the role of the narrative smoother who either selected parts of the participants’ stories or deliberated the confluent content to make up for the asymmetries for the sake of a better narrative account that made sense and appealed to the global reader. “chronotope” kim explains that bakhtin’s (1981) “chronotope” refers to the way time is interlinked with space and that “time is always historical and biographical,” while “space is always social” (in kim, 2016, p. 75) in the seventeen narratives of my students, time and space were either directly addressed to in background support of their account or were hinted at through their social sphere activity. apostolis’ (one of the student-participants) account of how coronavirus entered his life is indicative of how an unexpected event intersected with his routinized use of time and place. a nonfiction narrative inquiry into an efl community during covid-19 ypsilanti and karras 101 no. 25 …three times a week i would train with the basketball team, playing basketball games every saturday. we would also gather with my friends in the cafeteria every saturday night. i learned about the pandemic in early december 2019, from the news on the internet. more specifically, i read that a deadly virus broke out in yuhan, a city in central china. if the first news of the coronavirus in early december 2019 provoked uneasiness and uncertainty about the imminent transfer of one “chronotope” to the other, it was not until early march 2020 that students became aware of the pandemic’s direct effects on their own lives as well. stratos resumed the development of the story by focusing on the first covid-19 case that invaded his public sphere. …it never occurred to me that it would affect europe and especially greece. then, one day, a young woman in my town became sick from the coronavirus. she had just returned from a trip to the holy land with a group of people who brought this virus to our country. from that moment on everything changed! our schools closed and within a few hours the whole country locked down as this virus transmitted uncontrollably. after the historical and biographical reality followed the social realities of the coronavirus pandemic which included new social norms nesting within our familiar space with social distancing becoming the prevalent rule. myrto (one of the student-participants) pointed out how protected she felt thanks to the government’s measures. prior to the school closing, the pandemic was discussed in classes. most of the teachers tried to give us tips for our safety and to keep us calm. i felt protected after the school’s decision making, because in that way we could follow better the government’s instructions for social distancing. as from the beginning of november 2020 schools closed again which made taxiarhis (one of the student-participants) write about the recurrent measures to which we were expected to conform. and then by the beginning of november we went back to quarantine because of covid-19 and we started again to wash our hands frequently and for first time we started online courses. after almost two months of online classes, christos (one of the student-participants) expressed his pessimism about going back to normal referring to the vaccines which were yet to arrive to our country. a nonfiction narrative inquiry into an efl community during covid-19 ypsilanti and karras 102 no. 25 right now, i am definitely more cautious compared to the time before the virus hit us, i think that is the case for a lot of people. unfortunately, it will be a while before things get back to normal again, as there are hundreds of new covid cases every day in my country, and we are still far from a vaccine. “the significance of the chronotope is that it allows the lived experiences of our research participants to be illuminated from historical, biographical, spatial, and social perspectives while providing a vicarious experience for the reader” (kim, 2016, p. 2016). the self and the others although i argued in favor of bakhtin’s “polyphony” to show that individual voices should be kept uncut and heard on an equal basis, i explained how bakhtin’s definition of space and time stands in need of a structured dialogue among the emergent voices. the fact that i have applied the narrative smoothing strategy to the presentation of a multi-authored story seems not to detract from the retainment of personal autonomy. in fact, my aim was to reduce the emotional distance between the different authorial voices by integrating them into a semblance of temporally and causally structured reality. my decision to include the uncorrected assignments of students construed as field texts (data) for the purposes of the current narrative research was consistent with my intention to preserve each student’s employability of self, as this was depicted in each one’s emergent cognitive schema, intact. however, the positionality of the documented self in a fluid and mutable time and place is depicted as liable to transformation depending on social conditions. kostas (one of the student-participants) recounted his lived experience of the new social norms which changed not only his general social behavior but also his view of himself in relation to others. his self-criticism demonstrated his non-resistance to adopting a new stance towards life. his own self became the vehicle for recruiting likewise believers. honestly, i am happy that i’ve gotten more time to spend with my family. i’m connecting with them more than i had ever before since it was rare for all of us to spend time together. i’ve also learned some things about myself. there are some things i’m not proud of, but i’m happy i got to know what they were. now, i can improve myself and my character to be a better person. the concept of investing in the self as a rationale for showing the antithesis between the structured and the fluid self is analogous to the construction and the reor coconstruction of a usable narrative that renders its individual and collective services to authors and readers. a nonfiction narrative inquiry into an efl community during covid-19 ypsilanti and karras 103 no. 25 good-faith interpretation what has been left unsaid is how students were expected to read each other’s submitted assignment and feel part of an online learning community with a dual communication purpose: to monitor each other’s narrative of coronavirus experiences and provide peer feedback. the virtual space used for this purpose was e-me blogs where i created a blog addressed to the third grade of the lyceum. there, i compiled all student submissions and asked students to peer review each other by leaving a comment. the preparatory stage involved initiating students into positive feedback practices which was analogous to that of aiding them through mentor texts. only that this time the texts on which they were supposed to model their own feedback was my own tutor’s feedback. kennette and chapman (2021, p. 2) argue that “given the social isolation related to online learning, exacerbated by a global pandemic, positive feedback provides an excellent opportunity to create connection and community.” in line with the above view, i proceeded with caution with my well-motivated reviewers by nurturing the right kind of critical attitude and customs for the preservation of an orderly freedom of speech. to this end, i found recourse to the following guidelines about feedback coming from malmö university’s creative writing i ht20-en212a-02303 course: ground rules for feedback (malmö university, 2020): respect. we are not here to show off, but to be helpful. in each moment we exist for the writers around us.  patience. writing is a communal and individual journey where everyone will be at different stages.  open mind. there are no rights or wrongs, just process. the personal expression is important. consequently, my feedback based upon the above rules had both an evaluative and an instructive role which made students feel that by engaging themselves in peer feedback they would not only have a chance to communicate their own ideas to their fellow classmates but also operate as co-evaluators of a shared content. as far as the present narrative study goes, i adopted josselson’s (2004) “hermeneutics of restoration (faith)” approach according to which a mutual understanding was developed between the researcher and the participants that they be reciprocally committed to the implementation of the archival project (as cited in kim, 2016, p. 193). a nonfiction narrative inquiry into an efl community during covid-19 ypsilanti and karras 104 no. 25 discussion considering that both the researcher and the participants were assigned the role of the meaning carriers, it becomes self-evident that the field text represents the heterogeneous raw material on which narrative meaning extraction rests depending on the varying respondent perceptions. in essence, the students’ assignments have been used for different interpretation purposes, either from an external point of view in which case that would be the researcher’s looking for the overall emphasis or in terms of internal coherence in which case that would be the content development emphasized by each contributor. during the negotiation stage between the researcher and the participants as to the best technique of handling the core narrative, each field text is initially decided upon as archivable in its primary form because of its historical significance. therefore, the seventeen submitted assignments are deemed of storable validity because they are guided autobiographical pieces of legacy value. by acknowledging and showcasing each contribution on its own merits, the researcher has opted out of superimposed views on the participants’ ones. as regards the researcher, the qualitative features of a narrative inquiry based on the polyphonic nature of the field texts constitute what counts as “creative nonfiction inquiry” because the participants have been acknowledged as equal research partners (kim, 2016, p. 286). as regards the participants, their texts represent voices expressing their own truth based on real events and as such they are valuable if they are preserved unalterable. what is at issue here is to what extent prompting can function both ways for reciprocal fairness and awareness reasons. the mere act of entrusting one’s truth to the other’s venture of faith through the creative venue reinforces the cognitive engagement in creating a new model of dialoguing consciousness while it makes justice to the use of cnf by both sides involved. the findings reflect the researcher’s need to smooth non-uniformity in the participants’ personal narratives or put differently, to re-narrate the immanent story. connely and clandinin (2006) identify this need of filling the spatiotemporal gaps by contextualizing the narrated within a social framework as the narrative inquirer’s problem-solving mission to make sense of the personal, practical and social implications of the bigger story for the sake of the “participants, the imagined reading audiences and the researcher” (as cited in kim, 2016, p. 232). kim (2016, p. 229) joins forces with the latter by pointing out that it is not just a matter of bringing the immanent story to the surface but also a matter of “transfiguring the commonplace in a broader context” as a way of inviting the reader’s response and involvement in the final composition. more specifically, the researcher’s responsibility to bring all pieces together so that readers can have access to a space where genuine dialogue is plausible is kim’s definition of “coda.” a nonfiction narrative inquiry into an efl community during covid-19 ypsilanti and karras 105 no. 25 “coda” is also what barone and eisner (1997, as cited in kim, 2016, p. 230) refer to as the “researcher’s signature” on the final denouement because according to them the researcher is responsible for activating reader response. whichever the motives behind extracting and synthesizing a “coda” at the end of the narrative research, the fact remains that contextualization provides empowering qualities to personal stories. in other words, the researcher’s narrative coda offers both individual and collective self-empowerment which should be proof enough that the advancement from field to final research text becomes a moral imperative that raises the standards of the final research report. the results of this study supported the hypothesis that narrative research can fulfil its primary goal if guides and participants alternate roles along the way. more specifically, students were guided into engaging with prompt-based cnf writing as part of their asynchronous term-work responsibilities. their registration on e-me marked their acceptance of the oral agreement between them and the teacher that alongside their reflective essay on their coronavirus memories they would also be compiling a memory archive paralleled to its global counterparts. the raising of a global consciousness through mentor texts as a precondition for contributing a local version of a memory archive has aided students in responding to a task-based personal narrative that ripened into an overarching story with beginning and middle leaving the end to be sorted out by the audience. in between the contemplatable “take-aways” for the reader and the imparted need for closure on the coronavirus narrative, the still occurring memories passed down from the authorship to the readership have expanded the roles of the researcher and the participants into collaborators accountable not only for making sense of the shared globalizing practice in elf but also for setting up a model blogging community. conclusions practical implications from a practical point of view, the students’ personal narratives can be used as quarries for information concerning the hands-on experiences of a learning community. the concomitant development of a sense of local history is underscored by the teacher’s narrative account which serves as a  temporal  repository for future readers to consult. in essence, the derived story is the product of a constructive partnership between teacher and students from design to development. of course, it should be noted that each party had a personal stake in this joint enterprise. more specifically, the teacher-researcher seized the golden opportunity to activate aspects of the official curriculum that may have lain dormant in government circulars for long periods of time. sameshima (2007) explains how the curriculum can be re-narrated a nonfiction narrative inquiry into an efl community during covid-19 ypsilanti and karras 106 no. 25 by remolding the student and teacher identities as additional input. according to her “the use of writing inquiry enables teachers to ford connections between students and curriculum, students and teacher, and teacher with curriculum” (sameshima, 2007, p. 9). as for the students-participants, they not only co-authored their learning plight via e-me, but they also offered comparable insight into the dynamics of self-representation across countries. methodological concerns in the case of narrative studies, the difficulty of producing reliable data is a potential stumbling block for narrative researchers whose findings are frequently regarded as “the product of their subjectivity” (barkhuizen et al., 2014, p. 88). further criticisms might be that while “there is a detailed description of the data collection, there is no description of the analysis that leads to the published findings” (barkhuizen et al., 2014, p. 86). bearing in mind alike reliability lapses in the monitoring of the narrative writing’s reasoning, the present study draws on “clandinin and connelly’s (2000) view of narrative both as a “social phenomenon (storied experience)” and as a “method of data analysis (restorying)” (as cited in barkhuizen et al., 2014, p. 87) which is practically an outgrowth of polkinghorne’s (1995) narrative analysis where “the narrative itself becomes an analytical tool that is brought to bear through narrative writing” (as cited in barkhuizen et al., 2014, p. 84). for the purposes of the present study, storied experience and restorying are interpreted as constituting a dual-capacity analysis framework for the use of the cnf genre by both the participant and the researcher. directions for further research the scope of narrative inquiry can be widened to include the experiences of the narrative researcher so that the result is a joint memory archive instead of simply a joint collaborative effort. to this end, the contribution of creative writing to the written form of the archival outcome could be further explored by organizing writing workshops for students to delve into the mechanics of specific sub-genres of cnf. from an ethics perspective, the co-narrator becomes as much susceptible to the prospective academic critique as the conductor of the study which automatically leads to the question of administering official capacity to students as authority voices to be accorded referential caliber in a narrative report. these criteria could be pre-specified as consultable guidelines to disallow the possibility of deviation from the expected norm. given the fact that a memory archive is an official term for recording history the student-generated archive could be treated accordingly by specifying the receiving official body. a nonfiction narrative inquiry into an efl community during covid-19 ypsilanti and karras 107 no. 25 references bakhtin, m. m. 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(2007). seeing shadows in new light: a procatalepsis on narrative inquiry as professional development. new horizons in education, 55, 10-21. schulten, k. (2019, september 4). mentor texts. the new york times. https://www. nytimes.com/2019/09/04/learning/mentor-text-reflecting-on-an experience.html. silverberg, m. (2019). relief: observations on creative nonfiction as pedagogy. learning landscapes, 2, 249-258. spence, d. p. (1986). narrative smoothing and clinical wisdom. in t. r. sarbin (ed.), narrative psychology: the storied nature of human conduct (pp. 211-232). praeger. vanaken l., bijttebier p., fivush r., hermans d. (2022). narrative coherence predicts emotional well-being during the covid-19 pandemic: a two-year longitudinal study. cogn emot. 2022 feb;36(1), 70-81. doi: 10.1080/02699931.2021.1902283. ypsilanti, a. (2020, may 2). a change in morning habits. university of oxford. https:// oclw.web.ox.ac.uk/article/a-change-in-morning-habits a nonfiction narrative inquiry into an efl community during covid-19 ypsilanti and karras authors: angeliki ypsilanti is an english teacher in secondary education. she has been teaching english (as well as history and greek and european culture) since 2003. she holds two b.a. degrees, one in english language and literature from the university of athens, greece and the other in hispanic language and civilization studies from the hellenic open university, greece as well as an m.ed. in tefl/teil from the hellenic open university. she is currently a phd candidate in foreign languages, translation and interpreting at ionian university, greece. she has a keen interest in learning foreign languages. she is a fluent speaker of english, spanish, french, portuguese and italian while she has an elementary knowledge of german and swedish. she has participated as a regular contributor of creative writing responses to the oxford centre for life-writing’s immeasurable events project. orcid: https://orcid.org/0000-0001-8333-4169 ioannis karras is associate professor in applied linguistics & intercultural communication at ionian university, greece. he has lectured at universities around the world, has delivered talks at international conferences and has conducted seminars/ workshops with international audiences. he has authored a book, a number of edited book chapters and articles in journals and conference proceedings. orcid: https://orcid.org/0000-0002-1635-8192 110 no. 25 how to reference this article: ypsilanti, a., & karras, i. a creative nonfiction narrative inquiry into an efl online learning community during the covid-19 pandemic. gist – education and learning research journal, 25. https://doi.org/10.26817/16925777.1534 a nonfiction narrative inquiry into an efl community during covid-19 76 implementation of audiovisual material in an early sequential bilingual model during the early years1 implementación de material audiovisual en un modelo bilingüe secuencial temprano para la primera infancia diana carolina durango isaza, clara inés gonzález marín, and enrique arias castaño ph.d2* universidad tecnológica de pereira, colombia abstract this research arose from the need to consolidate a meaningful bilingual methodology for children from three to five years of age from low socioeconomic backgrounds belonging to the public education system, where they could begin learning english and spanish by means of a bilingual methodology that provides them with the same opportunities as middle to upper class children. its aim is to implement an early sequential bilingual methodology model in a public early childhood development center ecdc (centro de desarrollo infantil cdi), and to collect data from class observations, student’s responses, early childhood teachers’ and english teachers’ views as well as parents’ perceptions towards its methodology and implementation in order to consolidate the model. likewise, it will provide children with new opportunities to develop higher cognitive and high order thinking skills that can maximize their academic performance throughout their school years. this present early sequential bilingual model is a descriptive case study funded by a public university in colombia and was implemented in a public ecdc (cdi) in pereira (risaralda-colombia) based on the bilingual methodological proposals portrayed by rodao (2011) and arias et al. (2015). this research project depicts and systematizes the most predominant methodological techniques employed when teaching english at public ecdcs (cdis) and interprets their effectiveness based on the data collected from 1 received: december 12th 2016/accepted: may 8th 2018 2 diana.c.durango@utp.edu.co; claraigoma@utp.edu.co; earias@utp.edu.co gist education and learning research journal. issn 1692-5777. no.16 (january june) 2018.. pp. 76-99 durango, gonzález & arias no. 16 (january june, 2018) no. 16 (january june, 2018) 77 interviews, fieldnotes and surveys. this article describes the responses of three to five-year-old children to audiovisual material implemented in class. keywords: spanish/english bilingual early childhood, early sequential bilingual methodology, reducing social gaps, equal educational opportunities, public early childhood education. resumen esta investigación surgió de la necesidad de consolidar una metodología bilingüe significativa para niños de tres a cinco años de edad, pertenecientes a niveles socioeconómicos bajos y que hacen parte del sistema de educación pública. el proyecto busca fortalecer el inglés y el español a través de una metodología bilingüe que les proporcione a estos niños las mismas oportunidades que tienen los menores de estratos medio y alto. este estudio tiene como objetivo implementar una metodología bilingüe secuencial temprana en un centro de desarrollo infantil (cdi) público, y recolectar información de observaciones de clase, respuesta de los infantes, percepciones de los educadores tanto de primera infancia como bilingües y de los padres de los niños que hicieron parte del proyecto con respecto a su implementación y su metodología para así consolidar el modelo de educación bilingüe para la primera infancia. así mismo, se ofrecerá a los niños nuevas oportunidades para desarrollar habilidades cognitivas y neuronales que permitan maximizar su rendimiento académico durante los años escolares. esta investigación cualitativa es un estudio de caso descriptivo financiado por una universidad pública colombiana, y fue implementado en un cdi en pereira (risaralda-colombia) basado en una propuesta metodológica bilingüe presentadas por rodao (2011) y arias et al. (2015). esta investigación detalla y sistematiza las técnicas metodológicas más predominantes utilizadas en la enseñanza del inglés en un cdi público e interpreta su efectividad basada en los datos recogidos en encuestas, entrevistas, y notas de campo. este artículo describe respuestas de niños entre tres y cinco años de edad a material audiovisual implementado en clase. palabras claves: primera infancia bilingüe en español/inglés, metodología bilingüe secuencial temprana, reducción de brechas sociales, igualdad de oportunidades, educación pública en primera infancia. resumo esta pesquisa surgiu da necessidade de consolidar uma metodologia bilíngue significativa para crianças de três a cinco anos de idade, pertencentes a níveis socioeconômicos baixos e que fazem parte do sistema de educação pública. o projeto busca fortalecer o inglês e o espanhol através de uma metodologia bilíngue que proporcione a estas crianças as mesmas oportunidades que têm os menores de estratos médio e alto. este estudo tem como objetivo implementar uma metodologia bilíngue sequencial precoce em um centro de desenvolvimento infantil (cdi) público, e coletar informação de observações de aula, resposta dos infantes, percepções dos educadores tanto de primeira durango, gonzález & arias no. 16 (january june, 2018) no. 16 (january june, 2018) 78 infância como bilíngues e dos pais das crianças que fizeram parte do projeto com relação a sua implementação e sua metodologia, para assim consolidar o modelo de educação bilíngue para a primeira infância. da mesma forma, oferecer-se-á às crianças novas oportunidades para desenvolver habilidades cognitivas e neuronais que maximize o seu rendimento acadêmico durante os anos escolares. esta pesquisa qualitativa é um estudo de caso descritivo financiado por uma universidade pública colombiana, e foi implementado em um cdi em pereira (risaralda-colômbia) baseado em uma proposta metodológica bilíngue presentadas por rodao (2011) e arias et al. (2015). esta pesquisa detalha e sistematiza as técnicas metodológicas mais predominantes utilizadas no ensino do inglês em um cdi público e interpreta a sua efetividade baseada nos dados coletados em enquetes, entrevistas, e notas de campo. este artigo descreve respostas de crianças entre três e cinco anos de idade a material audiovisual implementado em aula. palavras chaves: primeira infância bilíngue em espanhol/inglês, metodologia bilíngue sequencial precoce, redução de brechas sociais, igualdade de oportunidades, educação pública em primeira infância audiovisual materials in a sequential bilingual model durango, gonzález & arias no. 16 (january june, 2018) no. 16 (january june, 2018) 79 audiovisual materials in a sequential bilingual model durango, gonzález & arias introduction the effectiveness of audiovisual material during the implementation of an english early sequential bilingual model is one of the findings from a macro research project conducted with the aim of consolidating a bilingual education model designed for threeto five-year-old children of public early childhood development centers. this model aims to bridge the gap in the current ministry of education early childhood legislation and the bilingual policies in colombia to ensure egalitarian bilingual education to all colombian children during their preschool years, regardless their socioeconomic background. this study was guided by the following question: what is the result of using audio visual material during the implementation of an early sequential bilingual methodology? likewise, it had the following objective as a starting point: to describe the responses of the three to five-year-olds, belonging to a public early childhood development center, in regard to the use of audio visual material as a teaching technique during the implementation of the early sequential bilingual methodology. findings reveal that these kinds of materials play an important role in capturing children’s attention as they create enjoyable learning environments that end up contributing to their second language acquisition process. literature review bilingual early childhood espinosa (2010) states that the typical myth surrounding early childhood bilingualism that children acquiring two different structures and vocabulary sequentially could get them confused and overwhelmed is untrue. the author affirms that children have an innate ability to learn any type of language at any time. hence, she declares that children should be stimulated to acquire an additional language as soon as they have a chance, since it will help them take advantage of the academic, cognitive, cultural, economic, linguistic, literacy, and social benefits of bilingualism. ashworth and wakefield (2005) assert that bilingual children will develop their creative thinking and problem solving skills as well as autonomy in their own language acquisition process. along with krashen (1981), espinosa (2009) affirms that the teacher plays an essential role in the process of second language acquisition. thus, early childhood professionals should strive to understand what is required no. 16 (january june, 2018) no. 16 (january june, 2018) 80 to expose children to an additional linguistic system as well as to determine how to accomplish it following high quality methodological standards. espinosa further explains that there are several factors that play an important role for a child to acquire a second language rapidly, such as context, children’s attitude and personality, linguistic aptitude, motivation, as well as the quality and quantity of input received. nevertheless, she affirms that the sooner children are exposed to a second language methodology the faster they will acquire it. ashworth and wakefield (2005) emphasize that children are triggered by their motivation, and constant development of their cognitive and linguistic skills while interacting with others. they state that teachers could spark children’s imagination and enhance their creativity by employing meaningful activities such as storytelling, singing, playing, painting, among others. in addition, teachers should pay attention to children’s curiosity, praise them, as well as rough-tune their language to make it as comprehensible as possible. furthermore, the authors affirm that when children get in contact with a new language, they commence to transfer their native language experiences to their second language as part of their acquisition development, which makes it easier to assimilate. finally, they recommend that, during this stage, it is best to consolidate both languages and content to accelerate the learning process. in addition, mclaughlin (1984) claims that children from two to six years of age develop their language competences through a natural acquisition process, and if they are exposed to additional linguistic systems, by the time they reach formal schooling, they will have mastered them exceptionally. the author also states that during those ages, children, driven by their curiosity, begin creating and experimenting with the new language. additionally, she emphasizes that exposing children to an additional tongue is considered second language acquisition when children begin their process at the time when their listening and speaking skills in their mother tongue are welldeveloped. moreover, titone (1972) states that children that are around four to five years old are in the best age to acquire a second language. he affirms that during this period of life, children are eager to socialize with everyone and they are curious to experiment with the language. this is because they are less inhibited in comparison to formal education students. likewise, he emphasizes that at this age children have the capacity to imitate and assimilate specific elements of the language such as phonology, morphology, syntax, semantics, and even pragmatic and sociolinguistics aspects of the language more easily. audiovisual materials in a sequential bilingual model durango, gonzález & arias no. 16 (january june, 2018) no. 16 (january june, 2018) 81 early sequential bilingualism to begin with, genesee (2009) makes a differentiation between early sequential bilingual and late sequential bilingual children. the former are children that commence acquiring a second language after having a basic command of their native language, usually during their first five years of age. the latter represents children that are exposed to a second language during their teen to adult years. also, the author claims that since early sequential (successive) bilingual paradigms are not that popular, parents and teachers tend to be skeptical about having their children learn both language systems sequentially; nonetheless, this could be avoided by sharing the benefits and advantages of being bilingual. purcell, lee, and biffin (2006) propose three stages of early sequential bilingualism. the first one is characterized by a silent period. in this stage, children listen and observe speakers of the target language non-verbal hints. this stage could take a couple of months and teachers should allow it to happen without pressuring children since this is when they begin to understand the form of the new language. during this stage, children interpret and use body language, gestures, facial and deictic expressions to communicate and later repeat some memorized fixed phrases that they hear from their teachers. throughout the second stage, children create their own sentences to communicate in the second language. it is essential that teachers become aware of children’s language development as to provide them timely feedback, praise them, and support them along the process. finally, in the last stage, children are able to communicate with the new linguistic code with a more accurate pronunciation, lexical and grammatical use. it is crucial to mention that during this stage, children begin switching their native language with the second language back and forth. additionally, purcell et al. (2006) state that this characteristic is typical of bilingual users and it helps to increase their fluency rate. moreover, purcell et al. (2006), as well as espinosa (2009), insist that teachers should find out as much information as possible about their students. knowing their interests, needs and motivations will facilitate the design of appealing lessons according to their age, likes, experiences, and culture. furthermore, genesee, paradis, and crago (2004) affirm that teachers should not combine both language systems within sentences since students need to be exposed to the new language structure as steadily and sustained as possible in order for their sequential language acquisition process to occur. audiovisual materials in a sequential bilingual model durango, gonzález & arias no. 16 (january june, 2018) no. 16 (january june, 2018) 82 implementing audiovisual material in the early years fernández (2014) explains that the use of audiovisual material in early education has certain advantages for language learning. first, motivation increases due to the fact that students improve their comprehension skills since they focus consciously on the language they are watching and listening. these kinds of material also motivates visual and auditory learners as they will be learning based on their learning style. a second advantage that king (cited by fernández, 2014) points out, is that students will be exposed to authentic language. therefore, students will improve their listening skills by the exposure to various accents and expressions. another benefit of implementing audiovisual material is that it helps children to create schemas of words. according to evans and green (as cited by ramirez, 2013), children during the process of learning a second language make connections between what they already know and what they are learning. in that sense, canning-wilson (2001) declares that the use of audiovisual material helps children to make associations between what they are watching with what they are listening to. the author also states that audiovisual material will also aid children to increase vocabulary learning as they will have an immediate image in their brain to support the language they are learning; thus, creating new schemas that help them to represent their reality. the state of the art of colombian early childhood bilingual models little research on early childhood bilingualism have been conducted in colombia. in the last decade, salgado and beltrán (2010), rodao (2011), and arias, atehortúa, chacón, giraldo, tamayo, vélez, and vidal (2015) conducted qualitative studies in this field that drew conclusions on the importance of implementing contextualized materials and meaningful activities to foster early childhood second language acquisition. as the first point, salgado and beltrán (2010) carried out research in a private institution in bogotá, in which they identified the most employed pedagogical strategies when teaching an additive bilingualism methodology to six-year-old preschoolers. those children belonging to the middle and high socioeconomic sector that participated in the study had been exposed to this bilingual methodology for more than 2 years at the time the data were collected. the results showed the importance of audiovisual materials in a sequential bilingual model durango, gonzález & arias no. 16 (january june, 2018) no. 16 (january june, 2018) 83 conducting classes supported by thorough lesson planning and suitable ludic materials according to the learners’ age. similar to salgado and beltrán, rodao (2011) conducted research in bogotá as well, where she designed and implemented a methodological proposal for threeto five-year-old children from a public early childhood development center. the author concluded that learning environments that include kinesthetic activities, arts and crafts, coloring, singing, and games foster second language acquisition. nevertheless, in order to make these activities meaningful for children, their interests and needs must be taken into account. on the other hand, arias et al. (2015) proposed and implemented a simultaneous bilingual methodology in a public early childhood development center located in a rural area of risaralda. the results showed that the acquisition of a second language occurs when being exposed to it naturally by means of ludic materials and activities. to sum up, these studies contribute to this research as they provide insights on how early childhood bilingual education should be conducted in colombia. though they were carried out under divergent conditions, their implications serve as a starting point to strengthen this early sequential bilingual methodology which was designed and piloted during its first phase back in 2015. additionally, for the sake of this project, the first investigation conducted by salgado and beltrán (2010) with six year olds from a private school shed light on how the socioeconomic status influences children’s receptive and productive english skills given that children commence the bilingual immersion in that private institution from three years of age onwards. subsequently, rodao (2011) raised awareness on how children’s emotional, economic, social, and political factors need to be taken into account before exposing them to bilingual education, as issues such as family care, health, nutrition, proper guidance, and even shelter may affect the implementation and their acquisition process. lastly, arias et al. (2015) highlights how the lack of an official early childhood curriculum for early childhood development centers in which the didactic units and syllabus could be identified makes it hard for english language teachers to align their l2 lessons to the ecdc’s lessons. as a result, english teachers end up constantly inquiring the early childhood teachers for what they taught in their previous lessons in order to catch up with the first language lexicon and content presented. all in all, being able to compare and contrast the early childhood bilingual methodologies conducted in our context enable us to acquire the necessary insights needed to conduct this research. moreover, it audiovisual materials in a sequential bilingual model durango, gonzález & arias no. 16 (january june, 2018) no. 16 (january june, 2018) 84 added weight to the endeavor that the aforementioned studies have pursued in regard to the importance of standardizing an early sequential bilingual methodology, which sets the course for a future public bilingual early childhood education program for threeto five-year-old children in colombia. this way, justice and equality could finally be spread among all ecdcs across the country. methodology research design the type of study selected for this research was a qualitative case study. merriam (2009) defines it as ‘an in-depth description and analysis of a bounded system’ (p. 43). interviews, surveys and observations were employed to gather information about the result of using audio visual material during the implementation of this early sequential bilingual methodology conducted with threeto five-year-old children. context and participants the context for this study was a public early childhood development center ecdc (centro de desarrollo infantil cdi) in pereira, colombia. the ecdc has two branches located within the urban area whose socioeconomic strata is level 1 to 2 (very low), where 270 children from vulnerable families attend to receive integral care and education. both branches are equipped with suitable spaces and elements to offer children integral care. a total of 162 non-literate monolingual preschoolers were part of the implementation process during a period of four months and a half with an hourly rate of english instruction of two hours per week. the classes were directed by three english language teachers (pre-service teachers), all of them studying a bachelor’s degree in english language teaching. additionally, there were five early childhood teachers and five early childhood teaching assistants. finally, 28 parents were also participants of the study. data collection instruments semi-structured interviews, surveys, and observations were the three qualitative instruments used in order to obtain information to validate this research. two of the three semi-structured interviews were done to the five early childhood teachers and their five corresponding audiovisual materials in a sequential bilingual model durango, gonzález & arias no. 16 (january june, 2018) no. 16 (january june, 2018) 85 teaching assistants. also, two online surveys were conducted through google forms prior to and following the implementation process. these surveys obtained information from the english teachers in regard to their perceptions, feelings, beliefs and opinions towards the early sequential bilingual methodology in place and the materials implemented. besides, 17 observations were carried out with the aim of identifying specific elements regarding the use of materials, giving instructions, grouping, among others, as well as children’s responses. (for samples, check appendices in durango, garzón, and rodriguez, 2017) data analysis and interpretation the triangulation and interpretations of the observations, surveys, and interviews were originated using the method of content analysis. after all the information was transcribed as part of the precoding process, a variety of colors were selected in order to identify the concurrent topics observed. also, in order to ensure validity and reliability, each co-researcher corroborated the data by independently pre-coding the data. next, they discussed their outcomes, revised them and agreed on the topics to be scrutinized, as part of testing out the system of criteria created. subsequently, the actual coding process took place, where all the data were segregated, condensed, and coded thoroughly and comprehensively. in the coding process, the assigned codes derived from information from each of the data collection methods, when and where it took place, participants, and their role. results and discussion at the outset, the use of audiovisual materials implemented by the english language teacher helped to promote a meaningful learning environment which aided children to increase their motivation towards their second language acquisition process. hence, during the implementation process, videos were used as pedagogical strategies to engage children, to practice the vocabulary and sentences learned in previous sessions, and to foster second language acquisition. subsequently, the effectiveness of the strategies implemented throughout the audiovisual sessions will be analyzed and described below, as well as the impact they had according to children’s responses. furthermore, in the following fragment extracted from an observation field note, the english pre-service teacher had already presented the vocabulary about means of transportation through audiovisual materials in a sequential bilingual model durango, gonzález & arias no. 16 (january june, 2018) no. 16 (january june, 2018) 86 flashcards. after reviewing the vocabulary, the teacher showed a video to engage children in the lesson and practice pronouncing various means of transport in the target language. in the video, the little ones were able to hear and identify elements such as the place, the characters, what they were saying, their actions performed, among others. observation excerpt one: ‘there are many ways to travel’ video ss: (ss stared at the video, 4 ss are dancing along) s1: carro (car) (did car movements with his hands while watching the car in the video) t: car (by pointing at the video and pantomiming a car with her hands) ss: ¡bus! (bus) (ss replied in l1 while watching the bus in the video) t: bus! (t corrected pronunciation while pantomiming the bus with her hands) t: train! (t said out loud when it appears in the video while pantomiming the train with her hands) ss: train t: airplane (while pointing at the video and pantomiming an airplane with her hands) ss: airplane ñaann, ñañannn! (onomatopoeic sound) (3ss mimed an airplane by moving their extended arms up and down) (video finished) note. t = english pre-service teacher; s1/s2 = student 1, 2, etc.; ss = students in the previous sample, the english pre-service teacher was repeating all the phrases in the video while children were looking at it and repeating after the teacher. after the image of the train came up the teacher modeled by shouting ‘train!’ to produce a sense of excitement, to what the children said ‘train’. then the teacher said ‘airplane’ while pointing at the image of an airplane displayed in the video and as a result, the students repeated ‘airplane’ and three of them were making airplane movements with their extended arms. moreover, the teacher pantomimed the characteristic movements and sounds of the means of transportation that appeared in the video in order for the children to correlate the words with their corresponding meaning better. while the video was playing, the teacher said the words in english out loud for the students to repeat them after her in order for them to audiovisual materials in a sequential bilingual model durango, gonzález & arias no. 16 (january june, 2018) no. 16 (january june, 2018) 87 practice their pronunciation. for instance, when the train appeared in the video, the teacher repeated along with her pupils the word ‘train’. to support these ideas, mukherjee and roy (2003) assert that employing visual aids such as videos during language lessons is a useful tool to contextualize spoken speech as it allows students to connect what is being said with what is being observed in the video. the authors advocate that students are able to understand more than 30% of what is being said with proper visual support than without it. in other words, videos are useful to enhance students’ understanding of the messages conveyed thanks to all the features that can be identified in videos, such as the place, the speakers, the actions they are doing while speaking, among other elements, which enable children to comprehend the interactions in an enjoyable way. additionally, videos enhance children’s motivation while enriching their second language acquisition. this is noted in the above observation field note sample, where one student expresses how much he liked the video by saying out loud ‘otra vez’ requesting the educator to play the video one more time. also, motivation signs are also highlighted during the next early childhood teacher’s interview conducted at the end of the implementation. interview excerpt one: (early childhood teacher one) ‘bueno la motivación de muchos en general si fue muy buena porque todos participaban, estuvieron muy atentos cuando la profe traía los frisos, los videos, todos estuvieron muy atentos a lo que ella les explicaba’. (‘well the motivation of most students in general was very good because they were participative, they were attentive while the teacher brought out fliers containing images, and the videos, they all were very attentive to what she was explaining’.) thus, this teacher implies that videos as well as other resources such as flashcards enhanced children’s motivation and allowed them to participate in the sessions given that they were attentive and engaged. in other words, the use of videos triggered positive effects in terms of attention as it was evidenced during most observations, that audiovisual material allowed children to be more concentrated and to focus on the topics being studied while improving their listening skills, vocabulary, and comprehension. audiovisual materials in a sequential bilingual model durango, gonzález & arias no. 16 (january june, 2018) no. 16 (january june, 2018) 88 in the same fashion, videos created a fun and interesting learning environment for children on the grounds that at the end of the vocabulary presentation right before the video, as evidenced in the example above, children started to talk to each other, but as soon as the educator played it, they immediately stopped chatting and began looking at it. subsequently, this same occurrence was corroborated by one of the english language teachers in the post-implementation survey displayed below. survey excerpt one: (english teacher one) ‘the second technique was the use of videos as warm-ups to make students stretch and sing in order to prepare them for the next activities of the class, these activities were really useful because when i showed videos, the students that were not paying attention instantly look at them’. hence, that english teacher expresses that she employed videos as part of her warm-up activities repertoire in order to engage students so they could focus and be prepared for the rest of the activities to come. likewise, english language teacher one implies that videos enhanced children’s attentiveness and concentration. this can be identified when she commented ‘when i showed videos, the students who were not paying attention instantly look at them’. as mentioned above, videos play an essential role when hooking students back into the lessons as videos trigger students’ attention and are motivating for them. as a matter of fact, tomalin (1991) asserts that incorporating videos into lesson plans are highly motivating for young students as they find them interesting and fun to watch. the author affirms that videos enable children to acquire words and phrases while they watch them. in other words, while engaging students back into a lesson through videos has a motivating effect on them, children are provided with the opportunity to practice words and phrases; thus, their second language acquisition process gets fostered. bearing this in mind, the following sample, extracted from an early childhood teacher’s post implementation interview, provide further evidence on the positive impact that audiovisual materials have in terms of engagement and children’s responses. audiovisual materials in a sequential bilingual model durango, gonzález & arias no. 16 (january june, 2018) no. 16 (january june, 2018) 89 interview excerpt two: (early childhood teacher two) ‘a ver las que fueron más efectivas (…) eee (…) fueron los videos y las imágenes grandes llamativas. (…) eee (…) a los niños les (...) les llama mucho la atención observar y como diariamente no tienen el televisor encendido, cuando se les prende y es para algo didáctico ellos prestan mucha atención, así que los videos y las imágenes grandes fueron las que más llamaron la atención’. (‘let’s see, the most effective ones (…) eee (…) were the videos and big appealing images. (…) eee (…) observing catches children’s attention a lot and since they do not have the television on every day, when it is turned on and if it has a pedagogical purpose they pay a lot of attention, so videos and big images were the ones that caught more their attention’.) in this case, the early childhood in-service teacher two recognizes the role that audiovisual materials had when acquiring english through the early childhood bilingual methodology implementation. that teacher mentions how given the fact that using a tv is not that common inside their classroom, when used for pedagogical purposes, it ends up capturing her pupils’ attention. she also implies that videos big and appealing images end up making children concentrate on what is being displayed and heard. early childhood teacher two also reports that audiovisual material was the most effective strategy used during the bilingual implementation. ‘a ver las que fueron más efectivas eee fueron los videos y las imágenes grandes llamativas’. as a result, it can be inferred that videos effectively foster children’s second language acquisition on the grounds that they allow them to review previously studied vocabulary and as when they are engaged they feel motivated to practice the new language presented. this was evidenced throughout the responses of children’s participation while teachers were eliciting information out of images and videos. in addition, it is important to highlight how this teacher agrees with what the early childhood teacher one previously said in regard to children being attentive in class as a result of exposure to videos. since videos catch children’s attention, it is easier for them to assimilate the new information. following this idea, tomalin (1991) claims that audiovisual materials in a sequential bilingual model durango, gonzález & arias no. 16 (january june, 2018) no. 16 (january june, 2018) 90 videos contribute significantly to the process of language acquisition and teaching since they combine education and entertainment; thus, videos stimulate children’s motivation to acquire the target language. as it was mentioned before, the use of videos allowed children to easily comprehend the interactions in the second language in an entertaining way. moreover, the use of videos as a strategy to foster second language acquisition in children played a significant role in the implementation of this early sequential bilingual methodology as they served as a tool to practice, review, and recycle vocabulary taught in previous sessions. the extract mentioned below illustrates how teachers employed videos to practice vocabulary in specific stages of the lesson to foster the language acquisition process. observation excerpt two: t: now we are going to watch a story, vamos a ver una historia que se llama treasure island. ¿cómo se llama la historia? (we are going to watch a story called...) ss: treasure island (they shouted) t: ¿qué van a encontrar?, ¿qué va a encontrar molly? (what are they going to find? what is molly going to find?) ss: ¡ un tesoro! (a treasure!) (1s shouted the answer as well) t: a treasure? t: what is that? (2x pointing at the soil) ss: potato (1 student shouted) t: potato (t reinstates tilting his head up and down in sign of approval) t: ¿qué va a encontrar él? (what is he going to find?) ss: zanahoria (carrot) (1s shouted) t: carrots? ss: (no one answered) t: what’s that? (t asked pointing at the soil) s: cabbage! (a student took a guess) ss: onion! (all students shouted, once they saw what it was) t: onion! (x2 nodding in sign of approval) (another explorer digs out an onion as well on the video) ss: onion! (ss shouted without the teacher asking) audiovisual materials in a sequential bilingual model durango, gonzález & arias no. 16 (january june, 2018) no. 16 (january june, 2018) 91 t: the teacher played ‘cho cho train’ song on youtube, kids get very enthusiastic and start singing and walking out of the room. early childhood teacher smiled at t’s great gesture. note. t = english pre-service teacher; s1/s2 = student 1, 2, etc.; ss = students the previous fragment was extracted from an observation field note where the teacher presented a video whose main character is digging some vegetables out of the ground while looking for a treasure. after the teacher introduced vocabulary of fruits and vegetables in the first stage of the session, he decided to study and practice the new vocabulary learned by playing the video. while the video was playing, the teacher elicited the name of some vegetables by asking ‘what is that?’ and pointing to the vegetables on the screen, to which children answer most of the time in english. for instance, when the teacher pointed to an onion on the screen and requested its name by asking ‘what’s that?’ one student made a guess and answered ‘cabbage’ but when all students managed to recognize the vegetable, they shouted ‘onion’ in response to the teacher’s question. therefore, it can be inferred that children were able to relate the topic being studied with the mental image of it which led them to predict first the vocabulary and then identify and internalize the words due to the link made between the word and its visual representation. accordingly, canning-wilson (2001) affirms that videos serve as a tool to provide visual stimuli such as the environment which leads to prediction, speculation and activates background schemata when viewing a visual scene re-enacted. in other words, when children are provided with visual stimuli they are able to predict what is happening in the scene by connecting the language recently learned with what they are watching. on the other hand, one of the english pre-service teachers that was part of the implementation commented on her experience of utilizing videos during her lessons. survey excerpt two: (english teacher two) ‘during the implementation of the project i noticed that children learn more easily when they are exposed to material like videos, songs among other sources’. audiovisual materials in a sequential bilingual model durango, gonzález & arias no. 16 (january june, 2018) no. 16 (january june, 2018) 92 in the above fragment of a conducted post-implementation survey, the english pre-service teacher two recognizes the usefulness of exposing children to material such as videos to enhance children’s attention and foster second language acquisition. it is important to mention that most of the videos implemented in classes contained songs and chants as background music as well as appealing images. when the teacher asserts that ‘children are able to learn more easily when they are exposed to videos’, she validates the effectiveness of employing this type of material, during the implementation of a bilingual methodology, as they strengthen the comprehension of the topics studied in the target language. the teacher also emphasizes on the fact that videos are a strategy that facilitates children’s language acquisition. in other words, it makes the process of acquiring a linguistic system easier. however, as the early childhood teacher mentions during the above interview, this strategy works if employed with a pedagogical purpose. in order to clarify this idea, it is portrayed that videos can foster second language acquisition on the grounds that they serve as a bridge to connect the language being studied with its mental representation which leads to internalization. nonetheless, it is crucial when children get exposed to videos during their english language lessons, for teachers to interact with the videos and to ask their pupils to do the same in order for them to be more engaged and to avoid possible misbehaviors. the importance of interacting with videos is illustrated in the next sample, where an english teacher played some videos without interacting along with them which lead to misbehavior during the session. observation excerpt three: t: t played ‘ears, eyes, nose and mouth’ video ss: (ss stared at the video. 1s at front started to dance) t: played ‘the numbers’ video (t did not engage students before playing the video) ss: (most seemed to enjoy this video. they started to sing along and count with their fingers. some ss at the back were not paying attention) t: played the video ‘move your legs’ ss: (all students looked at the video. some of them got up and danced and some others danced while sitting on their chairs) t: played another video related to parts of the face. (t did not interact with the video) audiovisual materials in a sequential bilingual model durango, gonzález & arias no. 16 (january june, 2018) no. 16 (january june, 2018) 93 ss: (ss looked at the video. they were not asked to do anything with it. some of them were playing with their friends) note. t = english pre-service teacher; s1/s2 = student 1, 2, etc.; ss = students in this case, the teacher played those videos to review vocabulary in the target language. throughout the observation it was identified that the teacher did not engage children before playing the videos. consequently, some students were playing and chatting while some others were staring at the video. it is clear that videos are motivating for children, but when children are not engaged before watching them, they lose their purpose, which in this particular case was to review english vocabulary. moreover, if there are no english teacher’s interactions present along the course of the video such as dancing, singing, or drilling, among others, children lose interest and begin carrying out other activities like chit chatting or playing with their classmates. in that sense, the role of the teacher is crucial when implementing audiovisual material. according to this, santos and osorio (2008) affirm that teachers’ intervention is vital while playing videos to avoid behavioral issues during the class. in order to do so, the authors assert that the videos employed during class must have a purpose according to the stage of the lesson where they are displayed. in this way, children will be more motivated, attentive, and engaged with the video. in addition, richert et al. (2010), found that children will acquire more vocabulary through videos when there is an intervention whether from their parents or their teachers in comparison to those who are just left unsupervised while watching them. conclusion the use of strategies that enable teachers to promote second language acquisition are essential. nonetheless, there are some implications surrounding the use of audiovisual material in the bilingual classroom, especially when concerning early childhood. to begin with, during this research children were exposed to videos by means of lcd tvs that teachers employed for specific purposes and instances of their lessons. as a result, it is essential to count with technological devices that enable teachers to display them during their implementations. further, it was identified that english teachers must take into account children’s age and needs when implementing videos, as well as their interests in order to increase their attention span during the lessons. audiovisual materials in a sequential bilingual model durango, gonzález & arias no. 16 (january june, 2018) no. 16 (january june, 2018) 94 moreover, this research concluded that pedagogical tools such as audiovisual materials can be exploited either to capture children’s attention and/or to control behavioral issues, or also to recycle previously learned vocabulary. additionally, the use of contextualized and appealing audiovisual material allows children to acquire vocabulary effectively as they concentrate more on the lesson and get motivated to produce the language. in general, employing videos during early childhood bilingual education permits practicing vocabulary previously learned which leads to its internalization on the grounds that it enables children to establish connections between the vocabulary words in the target language with their visual representation. the results also portray that when videos are implemented purposefully throughout the lesson, they are a useful strategy to acquire words and phrases in an entertaining way as children find them appealing and interesting to watch. what is more, these aspects enhance children’s motivation and participation which are essential elements to enhance their acquisition process and performance due to the fact that with these type of materials they are eager to participate as they find them interesting and enjoyable. moreover, for teachers to achieve their goals with video implementations, it is essential for them to interact along with the videos by singing, drilling, dancing, among other actions which can facilitate children’s engagement and will allow them to be more concentrated and willing to watch the video to understand and learn. in addition, language teachers can employ videos related to the lesson as warm-ups to catch children’s attention and to activate prior knowledge. it was evidenced during the implementation of this project that the atmosphere of the class changed when audiovisual materials were implemented. the number of students who were interested and participated throughout the implementations significantly increased. furthermore, english teachers should provide children with different opportunities to practice the target language, in that sense audiovisual materials become a great tool to be used in the early childhood classroom. that is to say that, the use of videos empowers the learning of new words in a fun and dynamic way. in addition, yazara and arifoglu (2012) indicate that children from two to five years old have the capacity to imitate the behaviors and events they observe. they also claim the importance of presenting language considering their interests and needs since in this way learning occurs effectively, in the case of this age group they like cartoons. in that sense watching videos becomes a great tool to learn as they can audiovisual materials in a sequential bilingual model durango, gonzález & arias no. 16 (january june, 2018) no. 16 (january june, 2018) 95 aid comprehension and create an enjoyable learning environment, so children can learn by repetition, absorption, miming and imitation. however, the teachers’ use of body language, gestures, prompting, and asking concept checking questions while playing videos, are essential to make this strategy worthwhile for young learners. additionally, the results demonstrated that videos are useful to foster children’s participation while they acquire a second language considering that children show enthusiasm while dancing, interacting, and repeating the vocabulary displayed during video time. it also shows the importance of the teacher’s interaction and participation while implementing these tools. finally, it is important to point out that few studies have been conducted regarding early childhood bilingualism for public education in colombia. this finding is part of the second phase of the research project directed by enrique arias castaño and clara inés gonzález marín. the second phase was conducted by durango, garzón, and rodríguez (2017) and its main goal is to work towards enhancing bilingual education and promoting equal bilingualism exposure during the early years, especially of the most disadvantaged colombian children with low socioeconomic status. these kinds of projects might enhance early childhood bilingual education as they provide insights about the most suitable teaching techniques to implement while working with young language learners. audiovisual materials in a sequential bilingual model durango, gonzález & arias no. 16 (january june, 2018) no. 16 (january june, 2018) 96 references arias, e., atehortúa, y., chacón, y., giraldo, j., tamayo, l., vélez, d., & vidal, m. 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(2011). hacia el diseño de una propuesta pedagógica para la enseñanza de inglés a niños de 3 a 5 años del centro de desarrollo integral: ‘semillas de vida’ (undergraduate thesis). retrieved from http://hdl.handle.net/10554/5922 rodríguez lópez, b., & varela méndez, r. (2004). models of teaching foreign languages to young children. didáctica (lengua y literatura), 16, 163-175. salgado, d., & beltrán, d. (2010). aprendizaje de la segunda lengua en edad preescolar: estrategias didácticas para la enseñanza en el aula. (undergraduate thesis). retrieved from http://hdl.handle. net/10554/6665 audiovisual materials in a sequential bilingual model durango, gonzález & arias no. 16 (january june, 2018) no. 16 (january june, 2018) 98 santos miranda-pinto, m., & osório, a. j. (2008). las tic en la primera infancia: valorización e integración en la educación inicial a través del enlace @rcacomum. revista iberoamericana de educación, 46(9), 1-12. retrieved from https://rieoei.org/rie/article/view/1889 titone, r. (1972). bilinguismo precoce e educazione bilingue. rome: armando. tomalin, b. (1991) teaching young children with video. in s. stempleski, and p. arcano, eds.) video in second language teaching: using, selecting and producing video for the classroom. teachers of english to speakers of other languages, inc. yazart, t., & arifoglu, g. (2012). a research of audio visual educational aids on the creativity levels of 4-14 year old children as a process in primary education. procedia social and behavioral sciences, 51, 301-306. audiovisual materials in a sequential bilingual model durango, gonzález & arias no. 16 (january june, 2018) no. 16 (january june, 2018) 99 authors *diana carolina durango isaza is currently pursuing a master’s degree in childhood at universidad tecnológica de pereira (utp), holds an english in early childhood specialization certificate from the british council. has earned her bachelor’s degree in elt from the utp and a certificate in tefl from the university of maryland. she holds a virtual teacher certification from the utp and has also worked at the colombo americano pereira. she is registered as a researcher in colciencias. her main fields of interests are: early childhood bilingual education, translanguaging and clil. she has participated in international and national conferences as a presenter. clara inés gonzález marín holds a degree in business administration, a bachelor’s degree in education, and a master’s degree in linguistics. has worked as an english teacher in different schools and institutions and currently works at the licenciatura en bilingüismo con énfasis en inglés program at universidad tecnológica de pereira. has advised and evaluated several undergraduate research projects. she belongs to the applied linguistics research group – poliglosia and has participated as a presenter in international and national conferences regarding early childhood bilingual education, curriculum design and renovation, cultural awareness and the development of the intercultural competence in teaching training programs. enrique arias castaño, ph.d. is a doctor in science in education, his dissertation is about a dynamic bilingual model for public schools based on the integration of language, content and translanguaging. he is currently the dean of the fine arts and humanities faculty at universidad tecnológica de pereira (utp). directed the bachelor’s bilingual teaching program at utp. he earned a m.a. in applied linguistics in elt, with a research line in bilingualism and bilingual education. he has participated in international and national conferences as lecturer and presenter. his research interests focus on applied linguistics, language planning, bilingualism, and bilingual education. audiovisual materials in a sequential bilingual model durango, gonzález & arias no. 16 (january june, 2018) no. 16 (january june, 2018) editorial carlo granados-beltrán* it is a pleasure to share this new issue of gist journal. in this new edition, a first set of contributors have decided to explore social, economic and political aspects related to language teaching. first, castañeda-peña & león-garzón, for example, analyzed how storytelling in the elt classroom could contribute to the construction of harmonious learning environments in which language practice was promoted and not hindered due to peer rejection. secondly, estacio & camargo-cely approached the supremacy of english and the native english speaker/non-native english speaker divide and how these two factors have continued to sustain a colonial view of professional development. in the same line, núñez-pardo has decided to recover the english textbook as an element worthy of research, and therefore, presents a thorough literature review which unveils the need for decolonizing the english textbook to contextualize it so that it responds to the needs of colombian local contexts. skills development is a continuous concern for language teachers and many are interested in exploring different ways to strengthen them in their groups of students. in this second set of contributions, mora-gonzález, edlund-anderson & cuesta-medina share their findings on the effects the use of graphic organizers could have on the sixth graders’ development of written argumentative texts. omoera, aiwuyo, edemode & anyanwu were also interested in writing, but they decided to examine how social media influences on nigerian youth writing abilities in english and they deviate from both standard and pidgin english. in relation to reading skills, aristizábal used learning analytics to observe how eal (english as an additional language) students in vietnam learned from their assessments to improve their reading skills, among other areas. castillo, silva-gonzález & sanabria-chavarro also conducted a study to identify whether the structuring of tasks promoted oral fluency in an intensive course of efl adult students. closing this set, takkaç-tulgar developed a comparative case study to search for the effects of the target and foreign context in the development of pragmatic competence in two groups, one learning english as a foreign language, and another, learning turkish as a second language. finally, we have three contributions related to the use of technology for english language teaching and learning. chivatá & oviedo developed an action research study to see how students perceived the notion of activeness during the implementation of a flipped learning approach in an english class, olaya aimed to foster autonomous learning processes in an english class for engineering students by means of technology-based activities, and lastly, we have moslemi nezhad arani who contributed a review of the book teaching and researching computer-assisted language learning by ken beatty which is very informative not only about how to implement technology for language learning and teaching but also how to conduct sound research in this domain. we hope you enjoy this issue and we invite you to continue sending your contributions so that we continue building a learning a research community for our field and encouraging others to publish their work which can be enlightening for fellow teachers and researchers. *carlo granados-beltrán holds an ma in british cultural studies and elt from the university of warwick and an ma in applied linguistics to tefl from universidad distrital. currently, he is doing a phd in education at universidad santo tomás. he is the academic director at the ba in bilingual education at única. he has been teacher of the language department at universidad central, the ba programmes in spanish and languages and spanish and english at universidad pedagógica nacional and the ba in modern languages at universidad javeriana. also, he is guest lecturer for the ma in language teaching at uptc. 33 transactional communication strategies to influence pre-service teachers’ speaking skill1 estrategias de comunicación transaccional para influenciar la habilidad del habla de los maestros en formación wilfrido muñoz julio and odilia ramírez contreras2 * universidad santo tomás, universidad de caldas, colombia abstract this article is about an action research project carried out at a public institution in sincelejo, colombia. the research purpose was to determine the effect of transactional communication strategies (tcs) on pre-service teachers’ speaking skill. in a diagnostic stage, problems in the speaking skill were identified then an action stage was carried out consisting of six workshops including tcs; a researcher journal, a student self-assessment survey, and a non-participant observation were used for data collection; results suggested a positive impact of tcs on the participants’ speaking skill represented in significant progress related to vocabulary, grammar, fluency, attitude, pronunciation, and interaction. conclusions ratify the importance of tcs in the preparation of future elementary school teachers in response to national bilingualism policies. key words: attitude, fluency, grammar, interaction, speaking, transactional communication strategies, vocabulary, resumen este artículo explica un proyecto de investigación acción llevado a cabo en una institución pública en sincelejo, colombia. el propósito de la investigación fue determinar el efecto de las estrategias de comunicación transaccional (tcs) en la habilidad del habla de los maestros en formación. en una etapa de 1 received december 8th 2017/accepted may 17th 2018 2 wilfrido115@hotmail.com; maestriaucaldas@yahoo.com abridged novels in written and oral production gist education and learning research journal. issn 1692-5777. no.16 (january june) 2018.. pp. 33-55. no. 16 (january june, 2018) no. 16 (january june, 2018) 34 diagnóstico, se identificaron problemas en la habilidad del habla para los que una etapa de acción de seis talleres incluyendo (tcs) se implementó; un diario de investigación, una encuesta de autoevaluación del estudiante y observación de un externo fueron usadas para la colección de datos. los resultados sugieren un impacto positivo de tcs en el habla de los participantes representado en progresos significativo relacionado con vocabulario, gramática, fluidez, actitud, pronunciación e interacción. las conclusiones ratifican la importancia de (tcs) en la preparación de futuros profesores de primaria en repuesta a las políticas nacionales de bilingüismo. palabras clave: actitud, interacción, habla, estrategias de comunicación transaccional, vocabulario. resumo este artigo explica um projeto de pesquisa ação realizado em uma instituição pública em sincelejo, colômbia. o propósito da pesquisa foi determinar o efeito das estratégias de comunicação transacional (tcs) na habilidade da fala dos mestres em formação. em uma etapa de diagnóstico, foram identificados problemas na habilidade da fala para os que uma etapa de ação de seis oficinas incluindo (tcs) foi implementado; um diário de pesquisa, uma enquete de autoavaliação do estudante e observação de um externo foram usadas para a coleta de dados. os resultados sugerem um impacto positivo de tcs na fala dos participantes, representado em progressos significativos relacionados com o vocabulário, gramática, fluidez, atitude, pronunciação e interação. as conclusões retificam a importância de (tcs) na preparação de futuros professores de primária em resposta às políticas nacionais de bilinguismo. palavras chave: atitude, interação, fala, estratégias de comunicação transacional, vocabulário. transactional strategies for speaking skills muñoz & ramírez no. 16 (january june, 2018) no. 16 (january june, 2018) 35 introduction current trends in english language teaching (elt) in colombia promote the use of varied approaches and strategies to improve the proficiency of learners at all levels (men, 2016). this study searches to determine the effect of transactional communication strategies (tcs) in pre-service teachers’ speaking skill in the first semester of the complementary cycle of a public normal3 school in sincelejo, sucre. the information collected and analyzed according to (powell & renner, 2003) in a diagnostic stage displayed some difficulties in the speaking skill mainly related to fluency, vocabulary and interaction. participants spoke with long pauses, lacked of vocabulary to express ideas and with unclear pronunciation and some constraints to understand ideas in english that led to the research question. to what extent can transactional communication strategies influence the speaking skill of pre-service teachers at a public school in sincelejo? this research was based on the use of transactional communication strategies under the paradigm of a qualitative research and founded on the action research method; regarding the learners’ language development and the speaking skill the literature review included the teaching-learning principles by richards (2015), munro (2011), louma (2009) and burns and joice (1997). varied data collection instruments were used in the implementation stage that included a student selfassessment form, a journal, and an external observer form; data were submitted to analysis following (powell & renner, 2003). convenience sampling (cosby, 2008) was the technique to choose the participants who belonged to first semester in the complementary cycle at a public normal school. the findings showed that transactional communication strategies positively influenced the speaking skill of the pre-service teachers since vocabulary and grammar were improved. students learned new words and became better speakers in different contexts, they increased their speaking fluency and reduced their pauses when communicating orally, displayed more positive attitudes, improved their pronunciation and intonation, increased their oral interaction, and most importantly, they fostered their confidence and motivation when performing oral tasks. transactional communication strategies also proved to be useful in the pedagogical preparation of future teacher-researchers because 3 normal schools in colombia offer a teaching preparation program for future elementary school teachers; the program corresponds to grades 12 and 13 in high school which are known as ciclo complementario (complementary cycle). transactional strategies for speaking skills muñoz & ramírez no. 16 (january june, 2018) no. 16 (january june, 2018) 36 they can implement the strategies carried out in class on their own teaching settings in order to improve the speaking subskills, specifically concerning grammar, vocabulary, fluency, pronunciation, attitude, motivation, and interaction, to help students be more dynamic and selfconfident. pedagogical implications are discussed to provide the educational system in general, curriculum designers, and policy-makers with ideas to promote transactional communication strategies in the teaching of efl to normal students in order to impact the pre-school and elementary school levels. literature review the speaking skill when people interact, they use spoken language to express ideas feelings, thoughts, and intentions; this is what we call speaking. in this sense, louma, (2009) affirms “people may use their speech to create an image of themselves to others by using speed and pausing, and variation of pitch, volume and intonation” (p.10). in addition, the concept of speaking is also stated like “combining sounds in a recognized and systematic way, according to language-specific principles to form meaningful utterances are also named speaking” (comblet & all, 2001, p. 18). components of the speaking skill pronunciation. it refers to “the way for students to produce the utterance of words clearly when they are speaking” (kline, 1998, p. 69). in the same manner, “english pronunciation does not amount to mastery of a list of sounds or isolated words. instead, it amounts to learning and practicing the specifically english way of making a speaker’s thoughts easy to follow” (gilbert, 2008, p. 1). that is, pronunciation embodies a set of aspects, namely, stress, intonation, volume, and speech-pace that allow communication when two or more speakers interact. grammar. it is required for the learners to arrange sentences in an appropriate way when they exchange ideas both in written and oral forms. williams (2008) states that “grammar is the formal study of the structure of a language and describes how words fit together in meaningful constructions” (p.2). in other words, it is to fulfill with correct patterns of a language to have a clear delivery of the message. transactional strategies for speaking skills muñoz & ramírez no. 16 (january june, 2018) no. 16 (january june, 2018) 37 vocabulary. it is said that, “vocabulary can be defined as the words of a language, including single items and phrases or chunks of several words which convey a particular meaning, the way individual words do” (lessard, 2013, p. 2). likewise, vocabulary deals with words we communicate in oral and written form. receptive vocabulary refers to the words we recognize through reading and listening. productive vocabulary is related to the words we use to transfer information through writing and speaking (lehr, osborn, & hiebert, 2004). in brief, vocabulary is the lexicon that learners have to transmit and understand communicative intentions. fluency. it usually has to do with expressing oral language in a good pace without interruption. in teaching and learning process, if the teacher needs to check students’ fluency, “the teacher allows students to express freely without interruption. the aim is to help students speak fluently and easily. the teacher does not correct immediately whereas the idea being that too much correction interferes with the flow of conversation” (pollard, 2008, p. 16). this means that there should be a reasonable way to provide learners feedback or correction when speaking not to break the flow of the speech. equally, in order to communicate fluently, some students pause to avoid grammatical errors, make some false starts, reformulate sentences, construct phrases, and handle exchanges to keep in a reciprocal communication (cefw, 2016). interaction. it plays an important role in communication because students explore various forms to exchange ideas. they analyze, create, dispatch, and interpret verbal and nonverbal messages. thence, brown (2007) declares that “interaction is a collaborative exchange of thoughts, feelings, or ideas between two or more people, resulting in a reciprocal effect on each other” (p.212). in like manner, rivas (as cited in brown, 2007): “through interaction, students can increase their language store as they listen to or read authentic linguistic material, or even the output of their fellow student in discussion, skits, joint problem-solving tasks, or dialogue journals” (p.213). thus, interaction helps learners swap thoughts, feelings, emotions, and learn new information. motivation and attitudes in the efl class it is said that motivation is a balance between the value accomplished with an activity and one’s expectation of success in doing it. richards and schmidt (2010) define motivation as “a combination of the learner’s attitudes, desires, and willingness to expend effort in order to learn the second language” (p. 314). additionally, attitude is a settled transactional strategies for speaking skills muñoz & ramírez no. 16 (january june, 2018) no. 16 (january june, 2018) 38 way to think about something. in line with this, smith (cited in oroujlou & vahedi, 2011) states that “attitude is a relatively organization of belief around an object or a situation, predisposing one to respond in some preferential manner” (p, 997). micro and macro skills of speaking speaking is an activity that takes place in any community. speakers use language in a variety of events such as at work, in the restaurant, in bus stations, in a shop, in the airport, at the office, on the street, and so on. the aforementioned situations have to do with a transactional language that is to get something done depending on the context of each activity; related to this, micro and macro skills (brown, 2004) play an important role in oral communication because, on the one hand, “micro-skills of speaking refer to creating the smaller pieces of language such as phonemes, morphemes, words, collocations, and phrasal units” (p. 142). and macro-skills, on the other hand, help the “speaker’s focus on the larger elements; fluency, discourse, function, style, cohesion, nonverbal communication, and strategic options” (p.142). additionally, brown (2007) highlights micro and macro skills stating that “one implication is the importance of focusing on both the forms of language and the functions of the language” (p. 327). speaking as transactional and interactional purposes talk as interaction. richards (2008) states that “talk as interaction refers to what we normally mean by ‘conversation’ and describes interaction that serves a primarily social function. when people meet, they exchange greetings, engage in small talk, recount recent experiences, and so on” (p. 22). that means that with interaction individuals wish to be part of social situations and feel comfortable in that interaction with each other by means of exchanges that may be either casual or more formal, depending on the circumstances; richards summarizes the main features of interaction as follows: transactional strategies for speaking skills muñoz & ramírez no. 16 (january june, 2018) no. 16 (january june, 2018) 39 table 1. features and skills of talk as interaction according to richards (2008) interaction features interaction skills social function role relationship opening and closing conversation speaker´s identity choosing topics -making small-talk formal of casual recounting personal incidents and experiences use of conversational conventions turn-taking politeness using adjacency-pair use of generic word interrupting use of conversational register reacting to others. speaker-constructed table 1 displays features and skills of talk as interaction that fulfill social situations to interchange knowledge, culture, thoughts, feelings, emotions bearing in mind that the context in the action is taken with a purpose of social communication. talk as transaction. the message is the most important aspect when a person talks in these kind of circumstances. richards (2008) confirms this statement when he argues that “talk as transaction refers to situations where the focus is on what is said or done. the message and making oneself understood clearly and accurately is the central focus, rather than the participants” (p.24). also, burns (as cited in richards, 2015) distinguishes between two different types of talk as transaction: the first type involves situations where the focus is on giving and receiving information and where the participants focus primarily on what it is said or achieved (e.g., asking someone for directions). accuracy may not be a priority, as long as information is successfully communicated or understood. the second type focuses on obtaining goods or services, such as checking into a hotel or ordering food in a restaurant (p.3). it is relevant to say that talk as transaction is easier to plan and more comfortable to the students. these kind of transactions have their particularities as described by richards (2015): transactional strategies for speaking skills muñoz & ramírez no. 16 (january june, 2018) no. 16 (january june, 2018) 40 table 2. features and skills of talk as transaction according to richards (2015) transaction features transaction skills explaining a need or intention primarily information focus describing something main focus is the message not the participants asking questioning participants employ communication strategies confirming information questions, repetitions, and comprehension justifying an opinion checks frequently used. negotiation and digression clarifying understanding linguistic accuracy is not always important making comparison, agreeing and disagreeing the prior table represents talk as a transaction whose main function is to transmit the message in order to obtain something, for instance go to the doctor, register in hotel, order a food in a restaurant etc. also, when students are implementing this kind of communication, they use fixed sentences to have a clear intention to communicate the message. moreover, when teachers teach speaking as transaction, they have to take into account that there is a rich source of group activities such as information-gap activities, role-play, simulation, group discussion, and guided dialogue (richards, 2008). according to the author, it is important that teachers have knowledge about the “what” and “how” of this teaching process to be successful and practice realworld transactions. table 3 represents the steps typically involved in this model: transactional strategies for speaking skills muñoz & ramírez no. 16 (january june, 2018) no. 16 (january june, 2018) 41 table 3. model to develop transactional communication strategies (richards, 2015) stages concept preparing reviewing vocabulary, real-word knowledge related to the content, and context of role play (e.g., returning a faulty item to the store modeling and eliciting demonstrating the stages that are typically involve in the transaction eliciting suggestions for how each stage can be carried out, and teaching the functional language needed for each stage practicing and reviewing assigning student’s roles and practice role play and provide languages and other support. the principles that orient the process of transactional communication presented in table 3 start with a preparation stage in which students receive vocabulary, expressions, and grammar, using drawings or realia to learn content to proceed to the second section that is modeling the previous information, practicing communication drills, exchanging ideas, doing conversations, watching videos, among other activities. the last section is devoted to the practice and review of the learned strategy which includes presentation and feedback on the performance of the students. transactional communication strategy when individuals interact with each other, breakdowns might happen, as a result, they use communication strategies to overcome this problem; richards and schmidt (2010) state that a “communication strategy is a way used to express a meaning in a second or foreign language, by a learner who has a limited command of the language” (p. 98). in this sense, when learners try to speak, they may have to make up for a lack of knowledge of vocabulary and phrases, so they use transactional communication strategies to help them express better during the communication act. when language is used with a transactional focus the priority is to convey the message and make oneself understood; it is predictable, includes a lot of fixed sentences, functional expressions and communication strategies to make up for limitations presented in oral skill (richards, 2015). transactional strategies for speaking skills muñoz & ramírez no. 16 (january june, 2018) no. 16 (january june, 2018) 42 assessing speaking speaking is a complex skill demanding the simultaneous use of a different ability which often develops different components. one well known assessment tool is the readi oral proficiency criteria (finch & sampson , 2004) adapted from iatefl criteria and the canadian language benchmarks; this rubric includes the following criteria: table 4. speaking assessment rubric adapted from the readi (finch & sampson, 2004) aspect of earned speaking readi descriptors score score range the student’s low range make communication difficult. 1 (vocabulary, the student’s range almost supports communication. 2 grammar) the student’s range supports communication. 3 the student’s range enhances communication. 4 comments ease of speech the student’s low fluency makes communication difficult. 1 (fluency) the student’s ease of speech almost support communication. 2 the student’s ease of speech support communication. 3 the student’s ease of speech enhance communication. 4 comments attitude the student’s poor attitude makes communication difficult. 1 (motivation) the student’s attitude almost supports communication. 2 the student’s attitude supports communication. 3 the student’s attitude enhances communication. 4 comments delivery the student’s poor delivery makes communication difficult. 1 (pronunciation) the student’s delivery almost supports communication. 2 the student’s delivery supports communication. 3 the student’s delivery enhances communication. 4 comments interaction the student’s poor interaction makes communication difficult. 1 (communication the student’s interaction supports communication. 3 startegies) the student’s interaction enhances communication. 4 comments transactional the student’s poor use of transactional strategy in role-play strategies makes communication difficult. 1 (askin for the student’s fair use of the transactional strategy almost repetition) supports communication. 2 the student’s good use of the transactional strateg supports communication. 3 the student’s excellent use of the transactional strategy enhances communication. 4 transactional strategies for speaking skills muñoz & ramírez no. 16 (january june, 2018) no. 16 (january june, 2018) 43 as displayed in table 4, the readi scheme incudes four main aspects related to the oral performance: vocabulary and grammar range, ease of speech, attitude, delivery, and interaction; each component is assessed on the basis of a scale from 1 to 4, whose descriptors indicate the level of achievement on the intended aspect. a last item was added to measure the students’ use of the transactional strategy. methodology type of study this research project was developed under the model of qualitative research and has its bases in action research because it allows the teacher-researcher to identify their teaching context problems, analyze their own teaching practice, and produce changes in their language teaching and learning (powell, e & renner, 2003). it examines and understands the significance individuals or crowds assigned to a social problem (creswell, 2009), that is to say, a qualitative study helps to understand the social world in which students are immersed and contribute to solve problems in their day-to-day in and out of school. participants this study was carried out at a public school which is located in sincelejo-sucre, with a group of 35 pre-service teachers who were exposed to transactional communication strategies as the participants of this study; the group was in the first semester of the complementary cycle corresponding to grades 12 and 13 in the public school system; this course had 11 men and 24 women whose ages ranged between 17 to 20 years old; they came from sincelejo city; these learners came from different social strata, specifically, strata two and three. this was very important for this study because students had difficulty in speaking skill when they were interacting each other and by means of this project, they had the opportunity to communicate in a second language and improved their competences to be open to the world. the basic english level was evidenced after a diagnostic test, this result was obtained after having taken the oral proficiency exam cambridge ket in order to know what their english level was, that is targeted at basic level proposed by the common european framework of reference (cefr). transactional strategies for speaking skills muñoz & ramírez no. 16 (january june, 2018) no. 16 (january june, 2018) 44 data collection and instruments in this research, different data gathering techniques were used to capture the participants’ and some school members’ views and perspectives about the efl learning process, especially the speaking skill; table 5 summarizes the techniques, respondents and instruments used in the diagnostic and implementation stages of the project: table 5. data collection instruments and techniques in research project outcomes the data analysis in the diagnostic stage of this project revealed a problem in the pre-service teachers’ speaking skill. taking into account this problematic issue, the researcher implemented six workshops based on tcs (richards, 2008) that are listed in the following table: transactional strategies for speaking skills muñoz & ramírez no. 16 (january june, 2018) no. 16 (january june, 2018) 45 table 6. workshops based on transactional communication strategies each one of the workshops listed above followed the next sequence: in the first step a set of objectives was stated, in the second step, the setting stage, vocabulary and phrases related to the topic were presented; in the third step comprehensible input (vocabulary, grammatical structures, and transactional communication strategies) was exemplified and modeled; in the fourth step, the guided practice, role-plays, simulations, sketches, or guided dialogues were performed by using tcs. in the fifth step, independent practice, the main activity of the lesson was performed consisting of a speaking task in which the students were expected to use tcs. the last step was the assessment stage in which the pre-service teachers reflected on their own speaking process in each class by means of a self-assessment form; additionally, to measure the learners’ speaking performance an adaptation of the readi oral proficiency scheme (finch & sampson, 2004) was completed by the researcher to gauge the progress of every workshop. transactional strategies for speaking skills muñoz & ramírez no. 16 (january june, 2018) no. 16 (january june, 2018) 46 after the completion of each workshop, the researcher submitted to analysis data according to powell and renner (2003) using six preestablished categories chosen to assess the students’ performance: vocabulary and grammar, fluency, attitude, pronunciation, interaction, and transactional strategy use that were subsequently classified in sub-categories. table 7 shows the frequencies reported by each subcategory throughout the implementation of the six workshops: table 7 suggests that the objectives appointed in this research project were reached because the categories of analysis representing positive aspects surpassed the ones reporting negative issues implying significant progress in pre-service teachers’ speaking skill as discussed in the following paragraphs. table 7. categories and subcategories of analysis in research project implementation transactional strategies for speaking skills muñoz & ramírez no. 16 (january june, 2018) no. 16 (january june, 2018) 47 overcoming limited vocabulary and little control of grammar limited vocabulary and little control of grammar were challenges students faced throughout the six workshop, but by mean of the use of transactional communication strategies, such as i know what you mean, great, that’s interesting etc. they were able to use vocabulary ask for food, they progressively decreased at the end of the implementation stage; this means that the tcs helped the students to fulfill the use of correct patterns of the english language and to know how to transmit ideas in a clearer message (williams, 2008), for example, in workshop 1 the subcategories limited vocabulary with 29 occurrences and little control of grammar with 14 went down to only 7 and 6 respectively in the sixth workshop; this suggests that, at the end, students were including more words and connected expressions to their speech, for instance, they said precise instructions to prepare their favorite dishes of the region and the others asked them about ingredients used in the preparation of the food implementing transactional communication strategies effectively like asking for clarification; in fact, the learners spoke with good order in sentences, so that they surpassed the difficulties. it is also extremely important to highlight the subcategory good grammar and vocabulary range in an average of 11.84% of the data as evidence of students’ good performance during the workshops. as richards and renandya, (2002) state, a language speaker who has a good range of lexicon and who continually develops transactional strategies for learning new vocabulary, is a speaker who has more of possibilities to interact and exchange ideas in real language conditions. accordingly, pupils were engaged in speaking activities and communication was enhanced with transactional strategies use. reducing long pauses for better fluency another important outcome in this project relates to the reduction of long pauses when speaking. first of all, the subcategory long delays to speak which represented those learners who took long pauses to utter words and expressions represented an improvement because learners’ pauses were lessening in workshops 3, 4, 5 and 6; this finding evidenced that the learners ended up displaying few pauses in their speech, that is, communication kept on improving through the use of transactional communication strategies, according to hughes (2002) who affirmed that, fluency is the ability learners have to speak in an understandable way, with good pace and appropriate strategies in order not to break down communication because listeners may lose their interest in the message. to support what is mentioned above, the subcategory good transactional strategies for speaking skills muñoz & ramírez no. 16 (january june, 2018) no. 16 (january june, 2018) 48 speaking pace had a percentage of 11.30% in the overall findings which represents an effective use of a connected discourse in a fluent way which signified a positive impact on students´ speech in this research. promoting positive attitudes towards communication it is important to say that the subcategory positive attitude toward communication had average scores over 80 incidences in workshops 1, 2, 5, and 6, which indicated that pre-service teachers’ attitudes were positively influenced by the use of transactional communication strategies; testimonies and observations reported that the learners felt motivated in performing meaningful transactional communication activities from their real context ratifying what richards and schmidt (2010) state about motivation which is a combination of the attitudes, desires, and willingness that learners take to achieve an objective. as evidence, the data showed that the students encouraged their peers to fill a form to have a passport, they participated actively giving directions and descriptions of different people including among two or three adjectives to describe them. another evidence of the improvement in this attitudinal aspect is the subcategory lack of confidence that started with 16 frequencies in the first workshop and in the sixth one ended up with only seven occurrences. improving pronunciation among pre-service teachers the findings of this study reported that there was an important impact on the pre-service teachers’ pronunciation; the subcategory poor intonation to express ideas with 5.18% of the collected information proved that this pronunciation difficulty decreased little by little in each workshop; the data showed that the pre-service teachers’ intonation when pronouncing some words and expressions led to mispronunciation in a number of cases throughout the proposal, however, with the execution of varied speaking tasks involving transactional strategies their pronunciation was clearer aligning with hewing’s (1995) theory that states that the point is to expose english learners to as many pronunciation activities as possible in order to improve this aspect. in the implementation of this research project pupils were exposed to several oral tasks, for instance, completing a passport, getting a place in sincelejo city, ordering food in a restaurant in which they had the opportunity to ask and answer each other’s questions through transactional strategies for speaking skills muñoz & ramírez no. 16 (january june, 2018) no. 16 (january june, 2018) 49 a good use of the transactional communication strategies; they acted in different settings conveying ideas with appropriate intonation and few pronunciation difficulties. to ratify this progress, the subcategory effective intonation for communication with 11.78% of data displayed that some learners uttered their ideas with good stress and pace, they also uttered long sentences and words well to comply with the activity´s goals; so, the data showed that this subcategory had a steady progress during the implementation of the workshops. reaching an effective interaction level in speaking tasks another positive impact of the use of transactional communication strategies in the efl class corresponds to the improvement of the learners’ interaction in the speaking tasks. in the implementation stage, the subcategory effective interaction with 14.70% got the highest frequencies among all categories; students spoke with more security having been able to express many words and expressions; this was observed when they interacted and exchanged information asking for repetition, saying instructions in a reality show, giving and asking directions to different places and so on; these findings refer to brown´s (2007) theory which states that interaction is a collaborative exchange of thoughts, feelings, or ideas between two or more people, resulting in a reciprocal effect on each other. in the same manner, the subcategory limited interaction with only 1.65% in the final workshops demonstrated the significant impact of the implemented strategies in this research project. enhancement of communication with transaction strategies the findings of this study proved notable that the subcategory communication enhancement with transactional strategy got an outstanding percentage of the frequencies with 13.86% of the data; this means that a great number of students displayed an effective use of transactional communication strategies such as asking for repetition, showing interest, asking for more information, agreeing or disagreeing, asking for clarification with which they were able to exchange information in varied scenarios; in fact, richards (2015) claims that focus on transactional communication leads individuals to use communication strategies to make themselves understood and have a better interaction with each other in different scenes. with these strategies, the learners who participated in the study improved their communication skills and were able to give personal information to complete a form, they ordered different kinds of food and they described their favorite famous transactional strategies for speaking skills muñoz & ramírez no. 16 (january june, 2018) no. 16 (january june, 2018) 50 person. nevertheless, the subcategory poor transaction in 2.92% of the information dealt with those pre-service teachers who had some difficulties in communication and were confused to deliver the message in the target language. this negative aspect became in fair lessening in workshop 6 with only 11of the occurrences which was significant at the end of the implementation stage. to ratify the positive impact of transactional strategies on the pre-service teachers’ speaking skill, the teacher’s rubric results showed that the students’ scores were consistent with the triangulation table, as shown in the following table: table 8. average scores from adapted readi speaking assessment rubric according to table 8 the speaking assessment rubric reported that the speaking criteria concerning vocabulary and grammar range, fluency, attitude, pronunciation, interaction, and transactional strategy got averages over 3.8 in the sixth workshop; this information supported the finding that students integrated new vocabulary to their discourse and it was more contextualized grammatically while they were talking in the class events; this permitted them to be more secure to phrase thoughts and feelings in the oral communication act. conclusion this research project was about to what extent transactional strategies can influence the speaking skill of pre-service teachers led to the conclusion that this research reached the proposed objectives. to begin with, vocabulary and grammar enhancement with the use of transactional communication strategies allow students to recycle more words and improve their speech through the implementation of the transactional speaking range in different settings such as guided dialogues, and meaningful tasks that helped learners to become more confident to convey messages. transactional strategies for speaking skills muñoz & ramírez no. 16 (january june, 2018) no. 16 (january june, 2018) 51 also, the use of transactional communication strategies throughout speaking tasks in the classroom is a good way to better fluency because learners are exposed to the target language, using transactional communication to foster their use of the foreign language in real situations, which enables them to create a connected discourse, exchanging information to reduce long pauses and increase their communication flow at smooth paces. similarly, the attitude is essential when learners use the l2 because they need to be motivated to do the speaking task; that is, the use of transactional communication strategies contributes to the enhancement of positive attitudes, improving motivation, confidence, and security when efl pupils interact in different activities such as role plays, discussions, and simulations that allow them to be immersed in meaningful activities. transactional communication strategies make a great contribution to students’ pronunciation because if the learners are exposed to transactional speaking tasks, they alleviate their utterance mistakes on reason that this kind of activities are effective and lead to improve stress, intonation, even voice volume to communicate ideas so that pupils get the opportunity to interact with this transactional communication fostering their speaking pronunciation. transactional communication strategies are also essential to develop interaction due to the fact that students exchange information every day and with the transactional functions the language learners have clear speech. consequently, a good interaction through transactional communication strategies builds up a safe learning environment for learners in which they are able to collaborate, exchange information in a transactional way, and communicate successfully with each other and promote speaking skills (gillies, 2007). therefore, transactional communication strategies support students’ interactions since learners do activities in pairs or in groups in order to fulfill speaking tasks. transactional communication strategies reduce negative speaking aspects as limited vocabulary, little control of grammar, long delays to speak, lack of confidence, poor intonation to express ideas that are common when learners are exposed to oral communication; this type of strategies help learners swap information about their daily life making these weaknesses reduce. transactional communication strategies are useful in the pedagogical preparation of future teacher-researchers since they can apply this kind of strategy in order to improve speaking skill, specifically in the aspect of grammar, vocabulary, fluency, pronunciation, attitude, transactional strategies for speaking skills muñoz & ramírez no. 16 (january june, 2018) no. 16 (january june, 2018) 52 motivation, and interaction. taking this into account this, teachers in public normal schools in the region and in colombia, are advised to incorporate transactional communication strategies in their teachinglearning process in order to comply with current trends in efl, mainly concerning the suggested curriculum and national standards in order to prepare better elementary school teachers. transactional strategies for speaking skills muñoz & ramírez no. 16 (january june, 2018) no. 16 (january june, 2018) 53 references brown, d. (2004). principles of language learning and teaching. new york: pearson longman. brown, d. (2007). principles of language learning and teaching. usa: pearson logman. burns, a., & joice. (1997). focus on speaking. sydney. sidney: national center for english language teaching and research. cefw. (2016). common european framework for lanaguages. madrid: graficas fernandez. comblet, & all. (2001). the-language-of-speech-and-writing. london: tailor & francis e library. cosby, p. (2008). metholods in behavioral research. boston: mcgraw hill higer education. creswell, j. (2009). research design: qualitative, quantitative, and mixed methods approaches. . los angeles: ca: sage. finch, a. e., & sampson , k. (2004, 07 13). knufle/book-2/tg/pdf/ tresources. retrieved from finchpark.com/: http://www.finchpark. com/knufle/book-2/tg/pdf/t-resources.pdf gilbert, j. (2008). teaching pronunciation: using the prosody pyramid. . cambridge university press. gillies, r. (2007). cooperative learning: integrating theory and practice. u.s.a:: sage publications. hewings, m. (1995). pronunciation tasks: a course for preintermediate learners. cambridge: cambridge university press. hughes, r. (2002). teaching and researching speaking. new york: pearson education. kline, j. a. (1998). speaking effectively a guide for air force speakers. alabama: congress books. lehr, f., osborn, j., & hiebert, e. ( 2004). focus on vocabulary. honolulu: pacific resources for education and learning. lessard, m. c. (2013). teaching vocabulary . virginia usa: editorial, thomas s.c. farrell. louma, s. (2009.). assessing speaking. cambridge: cambridge university press. transactional strategies for speaking skills muñoz & ramírez no. 16 (january june, 2018) no. 16 (january june, 2018) 54 ministerio de educación nacional. (2016, 12 23). http://aprende. colombiaaprende.edu.co. retrieved from pedagogical principles and guidelines: suggested english curriculum: http://aprende. colombiaaprende.edu.co/sites/default/files/naspublic/anexo%20 15%20pedagogical%20principles%20and%20guidelines.pdf munro, j. (2011). teaching oral language. acer press, 2011. oroujlou, n., & vahedi, n. (2011). motivation, attitude, and language learning, procedia. social and behavioral sciences, 997. pollard, l. (2008). teaching english a book to help you through your first two year in teaching. london: longman, second edition. powell, e. t., & renner, m. (2003, 02 05). assets/pdfs/g3658-12 analyzing qualitative data. retrieved 09 22, 2017, from university of wisconsin extension the learning store: https://learningstore. uwex.edu/assets/pdfs/g3658-12.pdf richards, j. (2015). key issues in language teaching. united kingdom: university printing house. richards, j. c. (2008). teachihg listening and speaking. united kindom: cambridge university. richards, j. c., & renandya, w. a. (2002). methodology in language teaching: an anthology of current practice. new york: cambridge university press. richards, j., & schmidt, r. (2010). dictionary of languaje teaching and applied linguistics. longman: pearson education. williams, j. (2008). teacher´s grammar book. . mahwah new jersy: soka university. transactional strategies for speaking skills muñoz & ramírez no. 16 (january june, 2018) no. 16 (january june, 2018) 55 authors *wilfrido muñoz julio holds a bachelor in foreign languages from corporación educativa del caribe (cecar). this year, he graduated from a master’s degree in english didactics from the university of caldas (colombia). he worked on a research study named: transactional communication strategies to influence preservice teachers’ speaking skill. he has been teaching for twelve years. currently, he works at the school normal superior of sincelejo and a part time teacher at university of santo tomas, as an english teacher for the foreign languages teaching, his interests are centered on classroom research in the field of efl. odilia ramírez contreras holds a master’s degree in english didactics from the university of caldas where she works as a research professor. she is also a public school principal in manizales with strong interest in elt education, bilingualism policies, and ict-assisted learning environments. her academic efforts focus on classroom research and teacher education in the field of efl curriculum design and development. professor ramirez also works as a thesis advisor and evaluator in the same field. transactional strategies for speaking skills muñoz & ramírez no. 16 (january june, 2018) no. 16 (january june, 2018) 159 academic writing and grammatical accuracy: the role of corrective feedback1 sasan baleghizadeh2* & yahya gordani* shahid beheshti university, g.c. irán abstract investigations into the effect of providing corrective feedback on l2 writing have often produced contradictory results. this study, following a line of research concerned with the role of corrective feedback in writing, contributes to this line of research by analyzing different feedback types in an efl academic writing context. 45 graduate university students enrolled in an academic writing course were provided with different types of feedback (direct feedback; student-teacher conference; no corrective feedback) over a course of 12 weeks (24 sessions). the study found significant immediate and delayed effects for the student-teacher conference type of feedback on students’ overall accuracy improvement. it is suggested that improvements in writing accuracy could at least in one respect be attributed to the type of feedback provided. keywords: academic writing, writing accuracy, corrective feedback, efl learners. resumen las investigaciones sobre el efecto de proporcionar retroalimentación correctiva sobre escritura en l2 a menudo han producido resultados contradictorios. este estudio se desarrolla bajo una línea de investigación que busca indagar sobre el papel que juega la retroalimentación correctiva en el proceso de escritura. así mismo, se realiza un gran aporte a la línea de investigación al analizar los diferentes tipos de retroalimentación existentes en un contexto de escritura académica de inglés como lengua extranjera. la población objetivo del estudio fueron cuarenta y cinco estudiantes de posgrado matriculados en un curso de escritura académica el cual tenía una duración de doce semanas (24 sesiones). estos estudiantes durante el curso recibieron los siguientes tipos de retroalimentación: retroalimentación directa, reunión docente – estudiante y sin retroalimentación correctiva. el estudio reveló importantes hallazgos en 1 received: march 23rd, 2012 / accepted: may 15th, 2012 2 email: sasanbaleghizadeh@yahoo.com gist education and learning research journal. issn 1692-5777. no. 6, november 2012. pp. 159-176 no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 160 cuanto a los efectos de recibir retroalimentación de forma inmediata o tardía permitiendo mejorar la precisión de los trabajos de los estudiantes. con esto se sugiere que las mejoras en la precisión de la escritura podrían atribuirse al tipo de retroalimentación proporcionada. palabras claves: escritura académica, retroalimentación correctiva, precisión en la escritura, estudiantes de inglés como segunda lengua. resumo as pesquisas sobre o efeito de proporcionar retroalimentação corretiva sobre escritura em l2 com frequência têm produzido resultados contraditórios. este estudo se desenvolve sob uma linha de pesquisa que busca indagar sobre o papel da retroalimentação corretiva no processo de escritura. da mesma, realiza-se um grande aporte à linha de pesquisar ao analisar os diferentes tipos de retroalimentação existentes em um contexto de escritura académica de inglês como língua estrangeira. a população objetivo do estudo foram quarenta e cinco estudantes de pós-graduação matriculados em um curso de escritura académica o qual tinha uma duração de doze semanas (24 sessões). estes estudantes durante o curso receberam os seguintes tipos de retroalimentação: retroalimentação direta, reunião docente – estudante e sem retroalimentação corretiva. o estudo revelou importantes descobertas em quanto aos efeitos de receber retroalimentação de forma imediata ou tardia permitindo melhorar a precisão dos trabalhos dos estudantes. com isto se sugere que as melhoras na precisão da escritura poderiam atribuir-se ao tipo de retroalimentação proporcionada. palavras chaves: escritura acadêmica, retroalimentação corretiva, precisão na escritura, estudantes de inglês como segunda língua. introduction the application of accurate grammar is an important aspect of any good piece of writing. in addition, students can advance their level of english by producing written work that employs the grammatical structures they have learned. although it is unrealistic for nonnative students to expect to reach 100% accuracy (and many native english speakers may have similar difficulty), they should aim to continuously improve their writing accuracy, in order to make their work as readable and efficient as possible. academic writing and grammatical accuracy baleghizadeh & gordani no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 161 many studies have made it clear that after having studied english as well as academic writing for years, non-native students experience a great deal of difficulty in their writings. for example, johns (1997) found that many non-native speaking graduate and undergraduate students, after years of esl training, often fail to recognize and appropriately use the conventions and features of academic written prose. researchers have pinpointed many reasons that the academic writing of even highly advanced and trained non-native students continues to exhibit numerous problems and shortcomings (see hinkel, 2002; johns, 1997; jordan, 1997; leki & carson, 1997; prior, 1998). such shortcomings include, among others, the ineffectiveness of writing courses in preparing students for academic writing tasks and the disparity between the existing teaching and assessment practices in academic writing contexts. the effectiveness of writing courses in preparing nns students for actual academic writing in universities is discussed by leki and carson (1997). they found that, “what is valued in writing for writing classes is different from what is valued in writing for other academic courses” (p. 64). however, it should be noticed that academic writing is different from personal or creative writing in a few respects. thaiss and zawacki (2006) asked professors at george mason university what they thought academic writing was and what its standards were. they came up with three characteristics: 1. clear evidence in writing that the writer(s) have been persistent, open-minded, and disciplined in study. 2. the dominance of reason over emotions or sensual perception. 3. an imagined reader who is coolly rational, reading for information, and intending to formulate a reasoned response. what seems obvious to assert is that in academic writing one should always follow rules of grammatical accuracy since the end-user or consumer of the writing is likely to be an expert in particular fields. hence, it is vital that writing is clear through compliance with rules of punctuation and the conventions of grammar to maintain clarity and avoid ambiguity in expression. leki and carson (1997) emphasized that the teaching of writing in esl and eap programs needs to provide students with linguistic and writing skills that can enable the learners to be involved with and make sense of the new information. on the other hand, in teaching l2 writing to academically bound learners, rhetorical and discourse features of written english have often been overemphasized. what has become of lesser importance, as hinkel (2004) puts it, is the language tools (i.e., the grammar and vocabulary that l2 writers must have to construct academic text, which academic writing and grammatical accuracy baleghizadeh & gordani no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 162 in turn can be organized into a coherent written academic discourse). in other words, no matter how well discourse is organized or how brilliant the writer’s ideas may be, it would be hard to understand them if the language is opaque. when it comes to assessment, though, raters seem to be more concerned with the linguistic errors made by the writers than the rhetorical and discourse features of texts. this incongruity between teaching and assessment practices might therefore be a potential reason behind student’s failure in academic writing. accuracy in academic writing many researchers have reasonably argued that for academically oriented and advanced l2 learners, grammar instruction is essential if they are to achieve their educational and professional goals (celcemurcia 1991; schmidt 1994; shaw & liu 1998). celce-murcia (1991), for instance, emphasized the importance of a reasonable degree of grammatical accuracy in academic writing. she mentioned that high frequency of grammatical errors in nonnative speaker’s academic writing (an average of 7.2 errors per 100 words) most probably makes their writings unacceptable to the university faculties. a large number of extensive and detailed studies have demonstrated that mere exposure to l2 vocabulary, grammar, discourse, and formal written text is not the most effective means of attaining academic l2 proficiency (e.g., ellis, 1990; hinkel, 2002; laufer & nation, 2001; norris & ortega, 2000; schmidt, 2000). in other words, exposure to the input is not a guarantee for language acquisition. schmidt (2000) proposes the noticing hypothesis to emphasize that only items in linguistic input that are attended to by language learners are likely to be acquired. chang and swales (1999) investigated specific discourse and sentence-level writing skills of highly advanced non-native speaker students. they indicate that even in the case of advanced and highly literate non-native speakers, exposure to substantial amounts of reading and experience with writing in academic contexts does not ensure their becoming aware of discourse and sentence-level linguistic features of academic writing and the attainment of the necessary writing skills. chang and swales concluded that explicit instruction in advanced academic writing and text is needed. similarly, ellis (1990) believed that formal classroom teaching with its emphasis on linguistic accuracy will engage the learner in planned discourse and develop the corresponding type of competence. academic writing and grammatical accuracy baleghizadeh & gordani no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 163 however, as mentioned, the predominant method of instruction in the teaching of l2 writing has mainly remained focused on the writing process (johns, 1990; reid, 1993; zamel, 1983) and the product of writing is seen as secondary to the writing process. therefore, as hinkel (2004) mentions, issues of l2 grammar, lexis, and errors are addressed only as needed in the context of writing, and l2 writers with proficiency levels higher than beginning are exposed to text and discourse to learn from them and, thus, acquire l2 grammar and lexis naturally. she goes on to suggest that the assessment of l2 writing skills by esl professionals on standardized and institutional placement testing has largely remained focused on the writing product without regard to the writing process (vaughan, 1991) and concludes that “the disparity between the teaching methods adopted in l2 writing instruction and evaluation criteria of the quality of l2 writing has produced outcomes that are damaging and costly for most esl students, who are taught brainstorming techniques and invention, prewriting, drafting, and revising skills, whereas their essential linguistic skills, such as academic vocabulary and formal features of grammar and text, are only sparsely and inconsistently addressed” (p.6). corrective feedback and writing accuracy previous research has made it clear that in order to be able to write successfully in a second language and, in particular, to be able to learn the formal l2 academic prose crucial in nonnative speakers’ academic and professional careers, students need to develop a basic linguistic threshold, without which they simply do not have the range of lexical and grammar skills required in academic writing (berkenkotter & huckin, 1995; byrd & reid, 1998; chang & swales, 1999; hinkel, 2002; horowitz, 1991;johns,1997; kroll, 1980; paltridge, 2001; read, 2000). xudong, cheng, varaprasad, and leng (2010) investigated the impact of english for academic purposes course on the development of academic writing abilities of esl/efl graduate students. the study found that not much progress had been made by these students in terms of grammar accuracy. in addition students’ responses to the questionnaire indicated that they felt the course did not help them improve their grammar accuracy. as hinkel (2004) mentions, intensive and consistent instruction in l2 grammar is essential for academically bound nonnative speakers. consistent grammar instruction has been shown to be effective in improving the quality of l2 production (cumming, 1990; ellis 2001; fotos 2002; norris and ortegga 2001; schmidt 1994). academic writing and grammatical accuracy baleghizadeh & gordani no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 164 in their meta-analysis, norris and ortegga (2000) conclude that focused instructional treatment of any sort is far better than nonintervention and is durable over time. what remains controversial, however, is the nature of this instructional treatment which includes the unresolved issue of the provision of corrective feedback to student writings. feedback as viewed by furnborough and truman (2009) entails the existence of a gap between what has been learned and the target competence of the learners, and the efforts undertaken to bridge these gaps. in a study treglia (2009) posits that students understood and were able to address corrections irrespective of the type of feedback provided, assuring writing teachers that student writer are able to benefit strongly from teacher feedback. in a series of studies, truscott (1996, 1999, and 2007) pointed to the fact that there was no sufficient research in favor of grammar correction. he referred to many studies which couldn’t actually support grammar correction for different reasons such as the absence of control groups and delayed posttests or the use of grammar exercises as their only writing tasks. this claim caused criticisms on the part of the proponents of grammar correction (ferris, 1999, 2004), and some researchers tried to generate research to counter the conclusions (ferris & roberts, 2001; chandler, 2003; bitchener 2008; bitchener et al., 2005, 2008, 2009, 2010; rahimi, 2009; sheen et al., 2009), and after each of their attempts truscott has responded with critiques claiming that their work fails to demonstrate that error correction has any benefit (truscott 2004; truscott and hsu, 2008). many researchers investigated the efficacy of different feedback types on students’ writing accuracy. for example, bitchener, young, and cameron (2005) found that direct oral feedback in combination with direct written feedback did not only have a greater effect than direct written feedback alone on improved accuracy over time, but it also found that the combined feedback option facilitated improvement in some error categories but not others. moreover, they believe that upper intermediate l2 writers can improve the accuracy of their use of rule-governed linguistic features if they are regularly exposed to oral and written corrective feedback. in addition, bitchener and knoch (2008) analyzed the extent to which different written corrective feedback options (direct corrective feedback, written and oral metalinguistic explanation; direct corrective feedback and written meta-linguistic explanation; direct corrective feedback only; no corrective feedback) improve students’ accuracy in the use of two functional uses of the english article system. their academic writing and grammatical accuracy baleghizadeh & gordani no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 165 findings revealed that students who received all three written corrective feedback options outperformed those who did not receive written feedback and that students’ level of accuracy was retained over seven weeks, while there was no difference in the extent to which students improved the accuracy of their writing as a result of written corrective feedback. objective of the study improving students’ writing accuracy is an essential factor in effective writing. effectiveness of a piece of writing will be determined in part by its accuracy. this is the reason why grammar correction has received so much attention on the part of researchers, teachers, teacher educators, and students in the recent decades. in the writing classroom, teacher feedback on grammar may be a useful pedagogical device to enhance the accuracy of writing. the present study aims to analyze different feedback types (direct feedback; student-teacher conference; no corrective feedback) in an efl academic writing context. it is hypothesized that the provision of different feedback types or no feedback at all will have different effects on student writings’ overall grammatical accuracy. the study participants a total of 45 students took part in this study. they came from among 56 students enrolled in three intact classes of academic writing in tehran’s shahid rajaee teacher education university. the participants were homogeneous in terms of their age, gender, major and english learning backgrounds. they were at the age of 21 to 37, with an average of 28.4. the ratio of male to female students was also controlled to be 22 female and 23 male students so as to avoid issues of gender bias. the classes were academic writing classes consisting of graduate students majoring in teaching english as a foreign language (tefl). their learning backgrounds were similar due to the fact that they had studied english solely within the educational system of iran. besides, none of them had the experience of studying or living in english-speaking countries. the two classes were randomly assigned to one experimental (group a) and one control group (group b). academic writing and grammatical accuracy baleghizadeh & gordani no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 166 instrument a writing test package consisting of four academic topics together with instructions on the number of words needed and the allotted time was used in this study. the first writing task was applied to ascertain the homogeneity of the participants in terms of their writings’ grammatical accuracy. the other three writing tasks (a pretest, an immediate posttest and a delayed posttest) were administered at different phases during and after the course. participants’ writings at each phase of the study were evaluated and scored by two raters for the matter of inter-rater reliability. to estimate the inter-rater reliability of the tests, the correlation coefficients between the two raters were calculated. all the four tests were shown to have very high inter-rater reliability with an average of 0.913 which were found statistically significant at p<0.1 level of significance. procedures out of the 56 students who took the first writing test, the eligible ones (those whose scores ranged from one standard deviation above and below the mean on the test; n=45) were selected to serve as the participants of the study. the participants were then randomly assigned into three homogeneous groups each with 15 participants. all the condition for the groups was exactly the same except for the method used for the provision of corrective feedback. the three groups were administered the pretest at the beginning of the first educational semester (fall 2011) and during the first session of their course. before the test was administered, participants were provided with an explanation of the purpose of the study and assured that the results would have no influence on the course outcomes. in the second phase, the groups were taught the course for 24 sessions (12 weeks). however, only the two experimental groups received the treatment. the treatment for the first experimental group involved direct corrective feedback. every week in the first experimental group the students were given a topic to write as an assignment for the next session. their writings were then collected and the instructor provided each student with corrective feedback on grammatical points of his/her writing product in the next session. grammatical errors were underlined and suggestions for alternatives were provided as much as possible. in the second experimental group this procedure was supplemented with a teacher-student conference on the grammatical errors in which the class discussed and gave their academic writing and grammatical accuracy baleghizadeh & gordani no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 167 ideas about the problems with the errors made by themselves or their peers and they suggested alternatives for erroneous items. the control group, however, received no feedback on the grammatical accuracy of their writings. their writings were returned to them with the teacher’s comment on the content. in the final phase, the posttests were administered to both experimental groups. the immediate posttest was administered right at the end of the semester and during the last session of the course (the 12th week). six week later when the class met again, the delayed posttest was administered about which there was no prior notice to the students. the collected data --the scores obtained from the pretest and the two posttest administrations-were statistically analyzed using the spss program. results the present study investigated the effectiveness of different feedback types on grammatical accuracy of the students’ academic writing. in this section, the results of the study will be presented. table 1 presents the results of an academic writing test to 45 students assigned to three groups. this test was administered to ascertain the homogeneity of the three groups. table 1. descriptive statistics for the first academic writing task academic writing and grammatical accuracy baleghizadeh & gordani no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 168 table 2. one way anova to assess the homogeneity of the three groups table 2 presents the results of a one way anova which was run between the mean scores of the three groups. with an alpha level decided at .05 level of significance, there was not any significant difference observed between the three groups (f=.270) which along with the randomization showed that the three groups were homogeneous. in other words, the results of this test showed that there was no significant difference in the grammar accuracy of the students’ writing prior to the experiment. in order to examine the performance of the three groups in the immediate posttest of writing accuracy a one way analysis of anova was conducted. the results are presented in the table 3 below. table 3. one-way anova for the immediate posttest of writing accuracy immediate posttest as the table shows, the differences between the groups are significant (sig=.000). therefore the participants in the three groups differ in their performance in the immediate posttest. to specify exactly which two groups are different from each other, post hoc analysis was conducted through the scheffe test. this is presented in the table 4 below. academic writing and grammatical accuracy baleghizadeh & gordani no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 169 table 4. multiple comparisons dependent variable: immediate posttest as the table shows, experimental group b (student-teacher conference group) is significantly different from the other two groups with regard to their performance on the immediate posttest. mean differences makes it clear that group b has a significantly better performance than the other two groups. however there is no significant difference in the performance of the experimental group a and the control group. to compare the performance of the three groups in the delayed posttest, a second anova was applied. the results from the application of this procedure tell us whether or not there are differences among the three groups in their performance on the delayed posttest. these are presented below in table 5. table 5. anova delayed posttest academic writing and grammatical accuracy baleghizadeh & gordani no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 170 as the table shows, the differences between the groups are significant (sig=.000). therefore the participants in the three groups differ in their performance in the delayed posttest. to specify exactly which two groups are different from each other, post hoc analysis was conducted through the scheffe test. this is presented in the table 6 below. table 6. multiple comparisons dependent variable: delayed posttest the results show a significant difference among two of the paired groups with regard to their performance in the delayed posttest. a look at the mean differences from the table makes it clear that just like the immediate posttest, group b has performed significantly better than groups a and c on the delayed posttest. discussion and conclusion the objective of this study was to compare and contrast two types of corrective feedback namely the direct correction versus the studentteacher conference feedback. as discussed before, the student-teacher conference feedback group was found to be significantly better than the direct feedback group and the control group on both immediate and delayed posttests suggesting the immediate and lasting effectiveness of this type of feedback over the direct feedback or the provision of no feedback at all. this finding confirms the findings of rahimi, 2009, hartshorn (2008), chandler (2003) and fazio (2001) who found corrective feedback as a way of improving the structural accuracy of academic writing and grammatical accuracy baleghizadeh & gordani no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 171 l2 student writing. however the present findings run counter to that of truscott (1999, 2007) who claimed that correction has a small negative effect on learners’ ability to write accurately and that we can be 95% confident that if it has any actual benefits, they are very small. these results are also inconsistent with findings of bitchener, young, and cameron (2005) who found a combination of written corrective feedback and conference feedback to improve accuracy levels in some structures, but found no overall effect on accuracy improvement. from a theoretical perspective, perhaps there is place to claim a strong bond between providing students with error feedback and students’ writing accuracy. in line with schmidt’s (1990, 1994) noticing hypothesis, only items which are noticed by the learners will be likely to be acquired. thus, error feedback will push the students towards noticing the linguistic problems they are struggling with and that sometime they take for granted. in other words, providing corrective feedback will prompt the students to try and modify their developing interlanguage system in line with the feedbacks provided. the important issue, however, is the most effective type of feedback possible. the effectiveness of student-teacher conference feedback type and the failure of direct feedback in this study may be attributed to previous research evidence suggesting that when it comes to written corrective feedback students often do not understand the meaning of much of the feedback on their papers and also do not know what they are expected to do with them (see ferris 1995 and hyland 1998). the oral student-teacher conferences held every session helped clarify the student errors and the errors made by their peers to them. by the third or fourth session the students had got used to most of the common errors discussed in the classroom and they had come to terms with the teacher’s assumptions of the structural errors they made. with regard to the direct feedback, however, this was not the case. students were left with corrected papers and in some cases they might not be able to make sense of the feedback provided. another explanation for the effectiveness of the provision of feedback in the form of conferences might be the nature of the course. students preparing themselves for doing academic writings in the future are well aware of the importance of structural accuracy of their writings. in fact, feedback on the structure of their writings is usually what they expect the teacher to provide. content, on the other hand, is what they are already familiar with and they have usually read extensively on areas of their interest to be able to satisfy the needs of their readers. this supposed agreement between students and teachers on the feedback issue adds to the possibility that students try to learn academic writing and grammatical accuracy baleghizadeh & gordani no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 172 and make use of the provided feedback in their future writings (see lee, 2005; jeon & kang, 2005; for more on this issue). deciding on the type of the corrective feedback is an important pedagogical issue since it requires different amounts of time and teaching skill. direct provision of error feedback in the form of underlining and labeling errors by type may be less time-consuming for teachers than holding student-teacher conferences of discussion groups. it is certainly much easier to just underline or circle errors. hence the direct method may seem to be a more handy option for teachers. on the other hand, holding student-teacher conferences on errors will necessarily call for sufficient metalinguistic knowledge possessed by students as well as teachers. therefore the usage of this type of feedback may be suggested for the adult language learners and/or higher levels of language learning. future research may benefit from examining the effects of corrective feedback: (1) on new pieces of academic writing (2) on a wide range of linguistic error categories which was not considered in this study, (3) with students of different proficiency levels (4) in ways that involve different other feedback strategies and combinations of strategies. references berkenkotter, c., & huckin, t. n. 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(1991). holistic assessment: what goes on in the rater’s mind. assessing second language writing in academic contexts, 111125. xudong, d., cheng, l. k., varaprasad, c., & leng, l. m. reflections on english language teaching, 9 (2), 119-138. zamel, v. (1983). the composing processes of advanced esl students: six case studies. tesol quarterly, 17(2), 165-187. authors *sasan beleghizadeh has a ph.d in tefl from the university of tehran and an m.a. in tefl from allameh tabataba’i university. he is currently working as an assistant professor of tefl at shahid beheshti university, g.c. in iran, where he teaches courses in applied linguistics, syllabus design, and materials development. his published articles have appeared in journals like tesl reporter, elt journal, and the teacher trainer. e-mail: sasanbaleghizadeh@yahoo.com *yahya gordani is current ph.d. candidate of tefl at shahid beheshti university, g.c. in iran. he has vast experience in teaching english as a foreign language and has published in asian efl journal. academic writing and grammatical accuracy no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) editorial carlo granados-beltrán, phd* welcome to a new issue of gist journal! this edition incorporates contributions about content language integrated learning, teachers’ cognitions, and icts, among many other aspects. this issue reflects all the learning researchers and teachers have gained during the pandemic in the implementation of icts for teaching languages. silva-perdomo, duero-naranjo and castañeda report a narrative study with the aim understanding students’ experiences in english courses while using ict. also, çakan uzunkava and gül report a study aimed to evaluate the contribution of the activities prepared with web 2.0 technologies in the achievement of music lessons. additionally, it aimed to understand the perceptions towards the use of technologies in different areas of learning. regarding methodological interests, mosquera-pérez contributes a theoretical reflection upon content language integrated learning (clil) and the challenges regarding its implementation in colombia. also, roberto, arias-rodríguez and herreño reports case study which aim was promoting critical thinking skills in law students by using virtual tools. yarim, yildirim, and akan’s phenomenological study explores the factors behind teacher candidates’ motivation concerning the profession. adem and berkessa contribute a mixed-method study whose goal was exploring teachers’ cognitions in relation to teaching speaking. least but not least, mora questions us about the frameworks we have used for the teaching and learning of english in colombia, ambitiously proposing the move from english as a foreign language (efl) to english as a colombian language (ecl) and, finally, to colombian english (ce) for the benefit of equity. we invite elt scholars in colombia and abroad to continue disseminating the results of their research and reflections and we thank the continuous support given by the members of our editorial and scientific committees, authors, and readers. dr. carlo granados-beltrán editor in chief academic vice chancellor única 48 tuning the chords of youth identity: a community-based project focused on music in english1 afinando los acordes de la identidad juvenil: un proyecto de comunidad enfocado en la música en inglés. edna mercedes bonilla-salazar2* universidad del tolima, colombia abstract this is an exploratory case study implemented in a public school of ibagué colombia, that reports findings of a qualitative research. in this study tenth graders efl students, explored into their local contexts, salient aspects of youth identity, that emerged from interaction with music in english. the study is framed on some basic principles of critical pedagogy (cp) and foundations of communitybased pedagogies (cbp). content data analysis was used to examine the information obtained from the different tools of data collection: community mapping, questionnaires, recorded semi-structured interviews and notes in the teacher’s journal. finally, member checking was implemented to validate data and to increase the credibility and validity of this qualitative study. conclusions and pedagogical implications reveal how local inquiries focused on music in english become a source for language learning and enlighten curriculum designers and teachers towards the construction of a flexible curriculum with relevant content, oriented to youth identity exploration and understanding. key words: identity; community based pedagogy (cbp); critical pedagogy (cp); music as a pedagogical tool. resumen este es un estudio exploratorio de caso implementado en un colegio público de ibagué colombia, que reporta los hallazgos de una investigación cualitativa. para esta investigación, estudiantes de décimo grado de inglés como lengua extranjera, exploran en sus contextos locales, aspectos sobresalientes en la identidad juvenil, que surgen a partir de la interacción permanente con la música en inglés. el estudio está enmarcado en algunos principios básicos la teoría de pedagogía crítica y fundamentos de la 1 received: february 22nd 2018/ accepted: may 3rd 2019 2 embonillas@ut.edu.co gist education and learning research journal. issn 1692-5777. no.18 (january june 2019). pp. 48-67. no. 18 (january june 2019) no. 18 (january june 2019) 49 pedagogía basada en la comunidad. el análisis de contenido de datos fue usado para examinar la información de las diferentes herramientas de recolección de datos: mapeo de la comunidad, cuestionarios, entrevistas semiestructuradas grabadas en video y diario de campo del docente. finalmente, la revisión de los hallazgos por parte de los participantes fue implementada para validar los datos e incrementar la validez de este estudio cualitativo. las conclusiones y las implicaciones pedagógicas revelan cómo las indagaciones locales enfocadas en la música en inglés, se convierten en un recurso para la enseñanza del idioma y a su vez ilustran a diseñadores del currículo y docentes, en cuanto a la construcción de un currículo flexible, con contenido relevante orientado a la exploración y comprensión de la identidad juvenil. palabras clave: identidad; pedagogía basada en la comunidad; pedagogía crítica; música como herramienta pedagógica. resumo este é um reconto de uma experiência pedagógica através de um estudo de caso, implementado em uma instituição pública de ibagué, colômbia, que reporta as descobertas de uma pesquisa qualitativa realizada com estudantes de 2º ano de ensino médio e alguns participantes das comunidades próximas ao colégio. o projeto visualiza alguns construtos de pedagogia crítica tendo em vista princípios de metodologia baseada na comunidade. os dados foram coletados e analisados sob a metodologia baseada na análise do conteúdo, em dois períodos do ano escolar, através de ferramentas tais como: mapeamento da comunidade, questionários, entrevistas semi-estruturadas e o diário do professor. a metodologia de validação da informação dos participantes foi implementada para ajudar a melhorar a precisão e validez durante a análise dos dados. as conclusões definem o alcanço da música em inglês sobre a construção de identidade dos jovens aprendizes, as implicações pedagógicas do estudo descrevem algumas formas nas quais os docentes podem construir um conteúdo curricular relevante através do entendimento e exploração da identidade individual os seus estudantes. palavras clave: identidade; pedagogia baseada na comunidade; pedagogia crítica; recursos de conhecimento; música como pedagógica. no. 18 (january june 2019) no. 18 (january june 2019) 50 introduction observing school students’ attitudes and manners, when they are lively sharing in teams during the break time, or attending a lesson in the classroom, has grabbed my attention and has led me to reflect on how life experiences inside and outside the school may affect or model their process of individual identity construction. i also wonder which is the origin of the most common patterns that my students follow to act the way they do, and how their linguistic behavior in the english class is shaped by some cultural trends and art expressions they daily are embedded into. as part of the reflection upon this relevant topic for my teaching practice, i registered on teachers logs my insights, these written registers guided me to realize that my students’ favorite music in english enhances the development of linguistic skills and at the same time models significantly some behavioral aspects. in 2017 the opportunity to implement a class project came and i invited the students of 10th to join it. “through problem posing education and questioning the problematic issues in learners’ lives, students learn to think critically and develop a critical consciousness which help them to improve their life conditions.” (aliakbari & faraji, 2011, p.77). bearing in mind the educative context where the present project unfolded, this qualitative study paves the way for english teachers to reflect on the possibilities to establishing curricular connections between classroom practices and students’ existing funds of knowledge in their local communities where english teaching takes place. literature review music as a pedagogical tool for english lessons tuning the chords of identity is the metaphor in the title of this paper that unveils salient aspects of youth identity when teachers inquire in the students upon their musical tastes and approach their worlds to give a place and voice at school. including songs in the classroom as an effective tool for english teaching with young learners, is hugely rewarding due to some songs that can be adapted to introduce new vocabulary and idiomatic expressions in a context. hence, music in english should be considered a worthy pedagogical tool to keep students engaged while experiencing an insight into a new culture, without losing motivation towards the learning on l2. among other different reasons to use songs in the efl classroom, schoepp (2001) exposed: community-based project on music bonilla-salazar no. 18 (january june 2019) no. 18 (january june 2019) 51 songs have become an integral part of our language experience, and if used in coordination with a language lesson they can be of great value. fortunately, with the expanding prevalence of the internet and specifically the world wide web into both the classrooms and lives of students, access to music and lyrics has been made easier (p.26). it is the age of youtube and learners can find practically any song on the website. “songs contain authentic language, they are easily obtainable, provide vocabulary, grammar and cultural aspects and they are fun for students. songs can provide valuable speaking, listening and language practice in and out of the classroom.” (lynch, 2012, p. 92). likewise, teaching english through songs with l2 learners is one of the most motivating sources due to the positive relationship between music and verbal learning; this fact should not be underestimated by teachers of new generations of learners. musical genres that students listen to as a social practice and the lyrics they easily enjoy singing, may become pedagogical sources to enhance oral fluency in the english class, while learners get familiar with idiomatic expressions; moreover, “music in english can support the development of a positive self-identity as well as provide confidence, motivation and a sense of group belonging at an early age.” (hallam, 2010, p.273). in summary, young people get to know themselves as individuals and as groups through cultural activities such as music interaction, nevertheless, choosing a musical genre is an individual experience and invoke emotions and associations which are highly personal. youth identity and music. music has a transformative power for cultures, societies and individuals, it is a universal language and has the ability to transcend culture, age and gender boundaries. it can help people to cope with feelings, emotions and beliefs, even individuals from different contexts, find in music the best way to express and raise their voices to the world. at present, the concept of identity is seen as a dynamic process rather than a static phenomenon. according to norton (2000), identity refers to “how a person understands his or her relationship to the world, how that relationship is constructed across time and space, and how the person understands possibilities for the future.” (p.5). in regards with the role of music upon the identity process in a social group, joseph (2004) maintains, “music plays an integral part in the influence of identity upon members of society, the transformation of an individual or collective identity is determined by the constructs put in place by a society community-based project on music bonilla-salazar no. 18 (january june 2019) no. 18 (january june 2019) 52 made up of social and political standpoints that have developed through time.” (p.8). otherwise, there is an assumption that our identities, whether group of individual, are not natural facts about us, but “they are things that we construct, fictions, in effect, identities play a significant role in our interaction with others and are part of how we think about ourselves and those around us.” (joseph, 2004, p.6). through music interaction, young learners start reflecting critically on lived experiences, at analyzing, exploring and discussing the lyrics of songs or approaching real life experiences of an artist. at school, the role for transformative teachers has to do with uncovering students’ worlds while reflecting on their personal experiences and contributing to start processes of personal and social transformation in the communities. critical pedagogy the idea of associating critical pedagogy with education has mainly been developed by some key scholars such as freire (1970), giroux (1992) and mclaren (2003). critical pedagogy aims at preparing learners who can solve both their own problems and the ones related to the society, as consequence, there is a need for its users and learners to be critical in their learning and use of the language. this study closely involves students in decisions about learning through inquiries focused on musical experiences in their neighborhoods, as a way to recognize their voices and made them part of the school curriculum. “a democratic curriculum invites young people to shed the passive role of knowledge consumers and assume the active role of meaning makers”(apple, & beane, 2007, p.63). according to mclaren (2003), critical pedagogy is “a way of thinking about, negotiating, and transforming the relationship among classroom teaching, the production of knowledge, the institutional structures of the school, and the social and material relations of the wider community, society, and nation-state” (p.35). under the scope of critical thinking, i was guided to unveil a truth i had not realized before and i managed to understand two realities. firstly, students’ worlds possess valuable elements that, if oriented reflectively, can enrich teaching and learning practices not only for languages, but for other subjects at school. kumaravadivelu (2003) posits how critical pedagogy takes “seriously the lived experiences that teachers and learners bring to the educational setting.” (p.89). his approach lights up curriculum designers of community-based project on music bonilla-salazar no. 18 (january june 2019) no. 18 (january june 2019) 53 educational programs and english teachers that contemplate learners as the subject of their learning. secondly, local communities where my students live and grow up, can offer significant information around music exploration concerning youth identity. since these environments perform and contribute with empirical process of culture transmission and identity construction, they need to be taken into consideration at school settings, within a flexible curriculum that embraces not only theory and policies but also students’ needs, skills and interests. community based pedagogies (cbp) in this research, by means of community-based pedagogies, it was feasible to connect school practices and community knowledge environments in one school project where students succeeded to bond their own musical experiences, acquired in real-world settings with the lesson content they were taught at school. integrating both settings brought about outstanding information that supports and reveals some aspects of youth identity building. community-based pedagogies are curriculum and practices that reflect knowledge and appreciation of the communities in which schools are located and students and their families inhabit. it is an asset-based approach that does not ignore the realities of curriculum standards that teachers must address, but emphasizes local knowledge and resources as starting points for teaching and learning (sharkey & clavijo, 2012). (cbp) helps teachers to recognize that all communities have intrinsic educational and cultural assets and resources that educators can use to enhance meaningful learning opportunities. interestingly the concept of cultural asset is defined by gibson (2015) as follows: in every community that manages to sustain or revive itself over time, there are cultural factors that contribute to the vitality and robustness of the people living there. these factors are shared and creative, which is to say they are cultural, and they are assets that make life valuable, that make life worth living. these cultural assets can be material, immaterial, emotional, or even spiritual (p.112). likewise, cbp is an active critical pedagogy to construct relevant content through local inquiries in the community. the concept of local goes beyond a physical o geographical space, which is just a criterion, it has a sociological understanding in the theory of structuration of giddens (1991) who states that “because we take human beings as our point of departure (instead of the world), the local is delineated by social integration, face-to-face interaction or interaction between individuals physically co-present.”(p.21). community-based project on music bonilla-salazar no. 18 (january june 2019) no. 18 (january june 2019) 54 methodology this case study allowed the exploration of a contemporary real-life phenomenon in the classrooms, related to music in english and youth identity construction. accordingly, yin (2003) defines the case study “as an empirical inquiry that investigates a contemporary phenomenon within its real-life context; when the boundaries between phenomenon and context are not clearly evident; and in which multiple sources of evidence are used.” (p.23). the existing case study was developed in the framework of communitybased pedagogy, which made possible to intertwine essential theoretical constructs on identity with rich funds of local knowledge and music in english as a pedagogical tool, to bridge the gap between theory and practice existing in my traditional lessons which had a language approach focused on the development of some skills in isolation. case studies are a strategy of inquiry in which the researcher explores in depth a program, event, activity, process or one or more individuals. if qualitative research were carried out, for instance, on documents, on specific textual corpus or pictures, it would be the people’s features and their actions, the productions and situations they develop or have developed, and their existence in those which would be examined to answer the research question in order to continue the analysis on the basis of those features. (vasilachis de gialdino,1992, p.43). next framework, as explained in the didactic unit, see appendix 1, guided this exploratory case, to achieve the proposed goals along the development of the project and answer the following research question: how is tenth grade efl students’ identity revealed through local inquiries focused on music in english? table 1. community-based pedagogy design adapted from sharkey and clavijo (2012). community-based project on music bonilla-salazar no. 18 (january june 2019) no. 18 (january june 2019) 55 since this is a qualitative study, “content data analysis” was selected as the methodology to conduct the examination of data collected from the instruments and processes. lochmiller and lester (2015) point out that “the data analysis process in qualitative research is often uniquely influenced by the qualitative methodology selected, as well as the theoretical and/or conceptual frameworks that frame the study” (p.40). instruments for data collection. mapping the community according to crane and skinner (2003) “community mapping is a process that requires strong partnerships; clear goals that everyone in the partnership supports; good communication; commitment to collecting relevant data and analyzing the data for gaps and overlaps.”(p.5). mapping was the initial instrument to start the process of observation, discussion, note-taking, and photographic register for a deep inventory of the students’ contexts. initially, students were told to talk to teenagers or young members in their communities, who exhibited visible similarities and traces of identity with singers or bands of music in english and agreed to take some pictures. after analyzing this inventory of photographic evidence, names of their favorite singers and bands, musical genres and external aspects of music effects on young members of the community were unveiled. experiencing mapping their own local surroundings gave my students a factual vision of some members in their local contexts, yet, students could recognize that both interviewers and interviewees had in common similar behavioral features and visible traces, which have been shaped by the impact of the music in english. also inquiring into some local contexts contributed to raise awareness in the researcher and the group of students, towards the connection that must exist to join community assets and cultural resources with schooling video-recorded interviews semi-structured interviews were videotaped as a convenient way to provide detailed information about the social context of each participant in a setting. scenarios for the video recordings were participants’ houses, bedrooms, living rooms and the school yard, all of them within the nearest communities to school. with regards to semi-structured interviews, fox (2009) maintains that “they are useful when collecting attitudinal information on a large scale, […] responses can either be tape-recorded or written down by the interviewer” (p.6). finally, data collected from video recordings were transcribed by the community-based project on music bonilla-salazar no. 18 (january june 2019) no. 18 (january june 2019) 56 researcher and codified in categories and subcategories by using excel charts in otranscribe online software. questionnaires in this study, two questionnaires for the students were conducted, the first one, with six questions that sought to find out students’ preferences and names of their favorite artists or bands, and their possible reactions when being in touch with these musical genres. the inquiries for the second questionnaire focused on students’ beliefs about the things that model their identity and their perception of music and its effects on them. this questionnaire was integrated to the study in an introductory workshop, after watching a video from youtube. ambriz, n peñuelas,n; beltrán, a. (2015). it is an inspiring video, related to youth and identity, which offered certain connections with the community project and at the same time encouraged the students to go forward researching into their communities. teacher´s journal the teacher’s journal was used to register entries that reported teaching experiences while carrying out the study, as well as class events round the research during regular english lessons. moreover, students’ insights that were commented in class in regards to the learnt experiences while participating in the different stages of this research, were taken into account in this journal. keeping notes that described in detail the process i followed with my students to conduct the study, became a useful tool that validated similar findings in data analysis. gebhard (1999) defines how a teacher journal “can create an opportunity to confront the affective aspects of being a teacher, including what annoys, disconcerts, frustrates, encourages, influences, motivates and inspires us” (p.79). although writing a diary was time-consuming, the result was a database which allowed me checking the insight that consolidated the categories. research context and participants this research project was implemented in one of the most traditional public schools of the city, its academic population is 2.897 divided in primary and secondary levels and there are two shifts, afternoon and morning; according to some regulations and policies of the ministry of education in two years the school will have only one shift. community-based project on music bonilla-salazar no. 18 (january june 2019) no. 18 (january june 2019) 57 this community based study was implemented with the support of twenty-five efl female tenth-graders, with a1 proficiency level according to the cefr, these girls are aged fourteen to seventeen, and most of them are interested in learning english. students belong to a middle-class stratum and some of them come from different cities because of their parents’ jobs, most of these pupils have been studying since primary level in the same institution. validation of the information with the purpose of validating the data provided by the participants, member checking was implemented. it is a technique used by researchers to help improve the validity, accuracy, credibility and transferability “the interpretation and report (or a portion of it) is given to participants in order to check the authenticity of the work, their comments serve as a check on the viability of the interpretation.” (creswell, 1994, p.158). informants may also be asked to read any transcripts of dialogues in which they have participated. here the emphasis should be on whether the informants consider that their words match what they intended. lincoln and guba (2009) highlighted that “through research interviews, for member checking, participants gain reflection, self-awareness, finding a voice, obtaining information, and venting repressed emotions.” (p.551). findings the following categories establish key connections with the main constructs exposed in the theoretical framework. theory was fundamental during the process of shaping the preliminary categories and subcategories that emerged during the analysis. consequently, they are presented in detail in table 1. table 2. research question and categories research question how is tenth grade efl students’ identity revealed through local inquiries focused on music in english? categories imitation, a form of social interaction. admiration, just an emotional impact. identification, and seeking self-image. music enhances english learning community-based project on music bonilla-salazar no. 18 (january june 2019) no. 18 (january june 2019) 58 imitation, a form of social interaction. (cbp) oriented this study upon the knowledge of the community through local inquiries in recorded interviews and questionnaires, excerpts from these tools revealed that all the participants in the study admitted having a deep appeal by at least two or three singers of music in english, and also showed their awareness on the effects that continuous music exposure have triggered on them. “he tratado de imitar a serj tankian ya que es un tipo que usa unos looks rockeros geniales, por lo general tiene algún accesorio que me gustaría tener siempre.” (stu, 9, questionnaire, march, 2017). “el primer cambio físico que realicé fue colorearme un mechón, luego lo pinté de rosa, luego seguí con un tatuaje de calavera que avril lavigne precisamente también lo tiene en su brazo izquierdo. sin duda alguna otro gran cambio que me gustaría hacer por el gusto que ha dejado lavigne es otro tatuaje de una estrella, en la muñeca.” (stu, 4, video recording transcription, may 2017). hopper (2010) claims that “trends that singers exhibit along their performances, impact on teens in different ways, those styles become fashions when teenagers in particular come under the strong influence of the media projection of their favorite singers and bands and start imitating.” (p.23). imitation as a form of social integration in a group, defines an important aspect of youth identity in teens; in fact, photographic registers in the community mapping, displayed patterns in external expressions like fashion styles, shoes, make up, accessories, haircuts, and tattoos that most of the adolescents copy or even imitate from the artists. admiration, just an emotional impact. in this category the empathy some participants have developed upon particular attitudes, fashion trends or physical features adopted from their musical idols, does not go beyond substantially over the construction of their individual identities; this sense of admiration, neither permeates nor models significant traits on them. however, outcomes in data analysis evidenced, participants’ critical thinking ability in front of topics related to some life philosophies and life styles which are transmitted in the lyrics and videos they have access to. this sense of admiration generates on them uplifting and inspiring feelings towards the character and personality of many musical idols. “admiro a ed sheeran porque sus canciones de verdad son muy hermosas, él es muy humilde a pesar de tener toda la fama, no pierde community-based project on music bonilla-salazar no. 18 (january june 2019) no. 18 (january june 2019) 59 su sencillez. uno se pone a mirar aquí en colombia el reggaeton y todo eso, las canciones degradan a la mujer, en cambio él es diferente, sus canciones son bastante diferentes, dice todo lo que una mujer quiere escuchar de un hombre y eso me llama la atención.” ( stu, 10, video recording transcription, may, 2017). “siento admiración por muchos cantantes porque a pesar que la vida de ellos en la niñez fue muy dura, salen adelante, y la letra de las canciones trae enseñanzas.” (stu,10, questionnaire, march 2017). having in mind that cbp calls for the understanding of learning as a social practice within a community, it was found that by means of social networks, fans are used to be well acquainted with some social causes addressed by artists in benefit of certain communities or even for the natural environment care. this knowledge allowed the research participants to recognize in their musical idols some human values such as the kindness, humanism, strength and perseverance, on this way admiration goes forward the physical appearance they can observe. identification, and seeking self-image. it has been shown that music is a source of social cognitive norms that impact the development of adolescents’ self-concept. in this vein, côté, (2009) points out that “adolescents evaluate their physical attractiveness and self-worth by comparing themselves with music media characters.” (p.266). excerpts that support this category were taken from the video transcriptions in the original language of the recordings. “me identifico con la música de adele, pienso que, en algunas ocasiones, sus gestos, su forma de maquillaje, ella es como muy colorida, más que todo en su música, el tipo de música que me gusta influye en mi como en las demás personas, su ritmo es suave.” (stu,1, video recording transcription, may 2017). “i feel identified with lana del rey. my favorite type of music is alternative pop. her vintage style. i like her because she is of other age and she is a little classic.”(stu,2, video recording transcription, may 2017). hargreaves, miell and macdonald (2002) maintain that, music can be used increasingly as a means by which we formulate and express our individual identities. we use it not only to regulate our own everyday moods and behaviors, but also to present ourselves to others in the way we prefer. (p.1). community-based project on music bonilla-salazar no. 18 (january june 2019) no. 18 (january june 2019) 60 music enhances english learning despite the practice and development of a special skill was not pursued as a research goal, this study can describe ways in which teachers can construct relevant content through identity exploration and local inquiries focused on music in english. class activities must involve real content, and teachers must be creative at developing their teaching process in order to carry out exciting and challenging tasks focused on real life situations. “soy como hanna montana (miley cyrus) porque la verdad canto como ella, bailo como ella, actúo y bailo como ella baila en los conciertos, en esa serie aprendí a pronunciar bien el inglés y aprender más muchas palabras y aprender a traducirlas.” (stu,03,video recording, may 2017). additionally, schoepp (2001) explains that “songs have become an integral part of our language experience, and if used in coordination with language lessons they can be of great value.” (p.148). pedagogical strategies outlined in the didactic unit i designed, allowed students whether to tackle a team work activity, by preparing a tv musical show performance, or to start designing and writing individually a magazine focused on their favorite singer or band. yet, content-based lessons tap into students interests, when english syllabus relates to the topics that are familiar for them. conclusions the central purpose for this research project was to unveil salient aspects of youth identity that emerged from students’ inquiries about music in english. to reach this objective critical pedagogy and community based pedagogy provided the theoretical support and framed this exploratory case study where outcomes obtained showed that: local inquiries used as a pedagogical tool, allowed the active participation of each one of the students and favored the integration of rich funds of knowledge in students’ families and social contexts with meaningful practices for english learning at school. thus, a clear acknowledgement of funds of knowledge in the local communities where students inhabit and are growing up, enabled the researcher to have access to outstanding information related to participants’ personal experiences in connection with music and selfidentity construction. thus, symbolic interaction that occurs between music celebrities and participants was revealed in three levels clearly defined. imitation is a higher community-based project on music bonilla-salazar no. 18 (january june 2019) no. 18 (january june 2019) 61 level for participants who exhibited solid and marked traces of identity with a musical idol. the second one, admiration, is the lowest level of incidence, now that teens are not touched in a significant way and they do not present external evidences of identity with an artist, admiration is manifested just in an emotional stage. the last one is identification; this intermediate level gathers young people who feel extremely identified with a musical idol but do not present visible features they own just conceptual or attitudinal reasons. in this research project, students’ community assignments conducted through (cbp) and framed on critical pedagogy foundations, raised researchers’ awareness on the relationship between schooling and families, across multiple dimensions and changing perspectives of neighborhoods and local communities. drawing on the interaction between school and community, the fourth category focuses on how the funds of knowledge must be understood as key elements to connect school, homes and communities with a curricular design that integrates cultural assets and learning areas in which music and society are intertwined through engaging lectures, insightful interviews, challenging assignments, interesting readings, and of course a lot of musical interaction. considering that music in english is one of the most remarkable cultural elements for new learners’ generations, it must be considered by curriculum designers and teachers as a powerful pedagogical resource. most of the stories behind the lyrics, appealing music content, catchy news and biographies of singers and musicians, become useful resources that motivate english learning and increase language practice due to music covers a number of touchy topics that raise students’ interests and emotions. regrettably, scarce english teaching practices, that privilege the use of grammar rules as the main purpose for english learning, undervalue this new generation of students who are able to develop communicative skills which can embody a convergence of culture and identity. classroom projects related to music and songs in english involve the use of real language, improve teaching and learning through a variety of resources to be included in lesson planning. in other words, class activities must involve real content, and teachers must be creative at developing their teaching process in order to carry out exciting and challenging tasks focused on real life situations. pedagogical implications this community-based study contributes to the educational setting, by integrating local inquiries as a pedagogical tool to look for relevant information in our students’ worlds, which most of the time are unknown or misunderstood community-based project on music bonilla-salazar no. 18 (january june 2019) no. 18 (january june 2019) 62 by teachers and curriculum planners. hence, integrating students’ needs and backgrounds with a flexible and negotiated curriculum where they may have a voice and a space in the school context, it may results in students more tolerant, aware and better leaders, who are able to promote deep and analytical thinking not only at school settings but also in their communities. from my experience in this project, i state that local communities as sources of knowledge, enlighten curriculum designers and teachers with a valid understanding of the cultural assets and funds of knowledge that constitute our students lives and permanently stand their process of identity construction. moreover, a clear appreciation of students’ past experiences, musical tastes, interests, skills and beliefs in regards with music in english, enhance opportunities to propose english lessons with a relevant content and engage learners with meaningful and enjoyable experiences that empower students to succeed at language learning. in regards with social identity construction, i could evidence in my group of students an improvement in their learning processes and their personal development at expressing freely themselves, sharing life experiences, and recognizing their peers as unique individuals. in sum, it was by means of inquiring in their communities that they recognize the self and the others. besides, this research study tackles adolescence as a treasured stage in the human development process for self-identity building, where school practices have a prominent role at addressing opportunities for growing and personal development, as well as cope with the frustrations and challenges that students face during this stage. yet, for english teachers it is paramount to acknowledge that music as a key component for self and collective identity, permeates students’ lives at diverse levels to the extent that the music students identify with, during their early teens often becomes the music that stays with them throughout their life. community-based project on music bonilla-salazar no. 18 (january june 2019) no. 18 (january june 2019) 63 references aliakbari, m. & faraji, e. 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(2003). case study research : design and methods (3rd ed.). thousand oaks, california: sage publications. community-based project on music bonilla-salazar no. 18 (january june 2019) no. 18 (january june 2019) https://www.researchgate.net/publication/252461217_what_are_musical_identities_and_why_are_they_important https://www.researchgate.net/publication/252461217_what_are_musical_identities_and_why_are_they_important http://www.eslbase.com/teaching/using-songs-to-teach-efl http://iteslj.org/articles/schoepp-songs.html http://iteslj.org/articles/schoepp-songs.html 65 author *edna mercedes bonilla-salazar holds a specialization in english language teaching and a b.a. in english from tolima university (colombia). she is candidate to an english didactics master’s degree from universidad del tolima. in the last two years, she worked on a community based research study named: revealing tenth graders identity through local inquiries focused on music in english, from which the information exposed in the article is part. she has been a teacher for twenty years and managed different types of audiences such as: children, intermediate school students and undergraduate learners. she is currently a part time teacher in the college of education at tolima university, as well as full time teacher at liceo nacional de ibagué (colombia) where she is in charge of the direction of the emphasis discourse management and english learning in the same institution. her research interests are the sociocultural and intercultural dimensions of english language learning and teaching. orcid: https://orcid.org/0000-0002-7938-5710 community-based project on music bonilla-salazar how to reference this article: bonilla-salazar, e. m. (2019). tuning the chords of youth identity: a community-based project focused on music in english . gist education and learning research journal, 18, 48-67. https://doi.org/10.26817/16925777.485 no. 18 (january june 2019) no. 18 (january june 2019) https://orcid.org/0000-0002-7938-5710 https://doi.org/10.26817/16925777.485 66 apendix 1 community-based project on music bonilla-salazar no. 18 (january june 2019) no. 18 (january june 2019) 67 community-based project on music bonilla-salazar no. 18 (january june 2019) no. 18 (january june 2019) 135 rethinking curriculum in the linguistics component of a major on bilingual education1 repensar el currículo en el componente lingüístico de un pregrado en educación bilingüe carlos arias-cepeda and sandra rojas2 institución universitaria colombo americanaúnica abstract the aim of this article is to report the partial findings resulting from a phenomenological study that intends to document the theoretical and empirical sources to inform a curricular proposal for the linguistic component of a major on bilingual education. from the theoretical point of view, this paper will present several perspectives about curriculum in tertiary education and the role of linguistics in a major on bilingual education. as for the empirical data, the paper will document how some professors in the second language teaching and linguistics fields, when analyzing the linguistic component of the curriculum in the major, advocate for a conscious use of metalanguage, the choice of content that empower student teachers to build their praxis and compete in their field, the use of the first and second language for instruction, and a switch towards the problemic nature of the object of study rather than the subdiscipline fragmentation of knowledge. this paper also triangulates some of the participants’ perspectives with existing theory in an attempt to reach more informed grounds for a curricular proposal. key words: linguistics, curriculum, bilingual education, tertiary education. resumen el objetivo de este artículo es reportar los resultados parciales derivados de un estudio fenomenológico que intenta documentar las fuentes teóricas y 1 received: february 20, 2017/accepted: april 28, 2017 2 carlos.ariasc@yahoo.com.co/ slrojasmo@gmail.com exploring english language teaching in ecuador gist education and learning research journal. issn 1692-5777. no.14. (january june) 2017. pp. 135-157. no. 14 (january june 2017) no. 14 (january june 2017) 136 empíricas que sustentan una eventual propuesta curricular para el componente lingüístico de un programa de pregrado en educación bilingüe. desde el punto de vista teórico este artículo presentará algunas perspectivas acerca del currículo en la educación terciaria y del papel de la lingüística en un pregrado de educación bilingüe. en cuanto a los datos empíricos, el documento reportará cómo profesores en las áreas de la enseñanza de una segunda lengua y de la lingüística, cuando analizan el componente lingüístico en el currículo del programa de pregrado, advocan el uso consciente de metalenguaje, la selección de contenidos que empoderen a los futuros docentes para construir su praxis y competir en su campo del conocimiento, el uso de la primera y segunda lengua como códigos y objetos de instrucción en lingüística y un cambio de enfoque hacia la naturaleza problémica del objeto de estudio en lugar de la fragmentación subdisciplinar del conocimiento. este escrito además triangula algunas de las perspectivas de los participantes con la teoría existente con el objetivo de lograr unas bases más sólidas para la propuesta curricular. palabras clave: lingüística, currículo, educación bilingüe, educación terciaria. resumo o objetivo deste artigo é reportar os resultados parciais derivados de um estudo fenomenológico que tenta documentar as fontes teóricas e empíricas que sustentam uma eventual proposta curricular para o componente linguístico de um programa de graduação em educação bilíngue. desde o ponto de vista teórico, este artigo apresentará algumas perspectivas acerca do currículo na educação terciária e do papel da linguística em uma graduação de educação bilíngue. em relação aos dados empíricos, o documento reportará como professores nas áreas do ensino de uma segunda língua e da linguística, quando analisam o componente linguístico no currículo do programa de graduação, defendem o uso consciente da metalinguagem, a seleção de conteúdos que dê poder aos futuros docentes para construir a sua práxis e concorrer na sua área de conhecimento, o uso da primeira e segunda língua como códigos e objetos de instrução em linguística e uma mudança de enfoque com relação à natureza problemática do objeto de estudo em vez da fragmentação subdisciplinar do conhecimento. este escrito também triangula algumas das perspectivas dos participantes com a teoria existente com o objetivo de conseguir umas bases mais sólidas para a proposta curricular. palavras chave: linguística, currículo, educação bilíngue, educação terciária. rethinking curriculum in linguistics arias-cepeda & rojas no. 14 (january june 2017) no. 14 (january june 2017) 137 introduction curriculum does not only work as a static and monolithic document that dictates the selection, organization, and delivery of contents based on the conceptual basis, the underlying theory, and the praxis to (gimeno & pérez, 2008), but rather it works as an active process in which continuous planning, acting and evaluating are intrinsically related to the teaching praxis (grundy, 1987). based on this fluid nature, it seems intrinsic to the nature of curriculum that those who enact it take a leading role in reflecting on it, reconceptualizing it, revising the scope of its achievements and redesigning it. the rationale behind curricular innovation could be triggered by the problematization of the knowledge discipline, the role of instruction, or the role of individuals in society. in fact the logical dynamics of knowledge production result in the obsolescence and banalization of contents (cepal, 1992), which might inform curricular revision. a pivotal factor in explaining a curricular update of content, is the progress in teacher’s development (diaz, 2003) -be it the result of teaching experience or further academic appropiation. currently, the need to empower individuals to exercise citizenship and be more competitive (dussel, 2005) is a tenet that also drives attempts for curriculum innovation. the study reported in this article aimed at the gathering of principles to inform a proposal for the linguistic component of the curriculum in a tensemester long undergraduate program on bilingual education (spanish-english) at a private college in bogotá. putting together a proposal for the linguistics curricular component of the major was a response to teachers’ and students’ perception of overlapping of linguistic contents, as well as to the need to strengthen student-teachers’ grounding on linguistics to boost their decision making as language learners, language users, and language (and content) educators. when conducting the study, the main purpose was to identify principles that could be used to inform a proposal that cared about the choice of contents, didactic practices, and practices within the linguistics component of the curriculum. thus, in its initial documentation stage the study resorted to three sources of data: i) a quest of the literature on the theoretical principles for the teaching/learning of linguistics in bilingual education majors; ii) the emic intersubjective perspective of graduates from the university regarding their needs and the assets resulting from their learning of linguistics in the undergraduate program; iii) the emic intersubjective perspective of professors teaching either second language, linguistics, or pedagogy. the principles were eventually rethinking curriculum in linguistics arias-cepeda & rojas no. 14 (january june 2017) no. 14 (january june 2017) 138 applied to the crafting of a proposal that was piloted and implemented as part of the curricular innovation that is allowed and promoted through the curricular committee’s maneuvering, this article is focused particularly on the stage previous to the crafting of the proposal. literature review the covert interests behind curriculum construction the extensiveness of the conceptual terrain that can be embraced by the term curriculum, which can be blurry enough to include dissimilar features such as the disciplinary content of a subject, the program of study, the students’ experiences of learning, and the dynamics of teaching and learning (fraser & bosanquet, 2006; posner, 2005). such inclusiveness offers space for the emergence of a critical perspective that considers curriculum as the space in which, by making choices about content and conceptualizing about education in a field, there is a struggle of power centers and social forces (englund & quennerstedt, 2008). this means that curriculum and curricular change are conceived as intrinsically related to the social, the economic, and the political forces that generate curriculum and curricular change (murphy & adams, 1998). o’neill (2015) acknowledged that curriculum design is marked by the influence of contextual filters which include the international, the national, the institutional, and the program and disciplinary regulations. these contextual filters can be enacted by means of formal, implicit, or prudential policies (kridel, 2010) and shape and instrumentalize the purposes of curriculum at the tertiary level through controlling curricular change at the mechanisms such as the involvement of universities in dynamics beyond the institutional domain; namely, practices of accountability like the quality accreditation processes, examinations, qualifications, and the establishment of authoritative figures (garcía & malagón, 2010; diaz, 2003). the instrumentalization of curriculum at the national level aims at materializing the intrinsic correlation between human thought and production dynamics. schooling reinforces the social anatomy of the nation through two context levels: a production context (material or symbolic) by which curriculum aims at constructing interpretations of material objects, knowledge, and social relations based on the premise of satisfying the needs of the existing social structures; and a reproduction context which aims at the transmission of an education that replicates the conditions of production despite the generation shifts, thus giving rethinking curriculum in linguistics arias-cepeda & rojas no. 14 (january june 2017) no. 14 (january june 2017) 139 curriculum an instrumental nature in the task of preserving the national social structures (lundgreen, 1992). on the other hand, the global filter, particularly at the tertiary level of education, instills the choice of contents and teaching/learning approaches that aim at allowing or even promoting the mobility of learners (o’neill, 2015). bentolila, pedranzani, & clavijo (2007) explain this as a logical consequence of the discursive construct of the global village, the neoliberal policies, and the dizzying pace of icts, which subject knowledge, as it happens with capital, to worldwide transactions. a critique to the instrumentalization of curriculum claussen & osborne (2013) and bourdieu (2000) argue that the formal education system is used to legitimize knowledge by means of imposing the cultural capital of a ruling social group to the rest of the social structure – which can be named as a ‘cultural arbitrary’ (bourdieu, 1986), an epistemologic injustice (gónzalez, 2015) or hermeneutic marginalization (fricker, 2007). this “contributes towards reproducing the power relations” (bourdieu & passeron, 1977 p. 31) and becomes a gatekeeper that discriminates between those individuals who have belonged to the privileged social group from which the cultural capital chosen has been accumulated through their habitus, and those for whom owing this capital is rather an institutionalized demand (jenkins, 2002). nonetheless, such cultural arbitrary is disguised in discourses of essentialism and intrinsic merit of contents emerging from the choice, which aims at a normalization discourse in education (foucault, 2006). schooling achievement, then is influenced by social inequality making education as a good to be traded, which is exemplified by parents having to pay for complementary educational services to make sure their children fit and do well in schooling (garcía & malagón (2010). nonetheless, claussen & osborne (2013) consider that schooling should keep a focus on those students “whose habitus does not readily provide access to the dominant forms of cultural capital” (p. 64) and try to alleviate and challenge the ‘symbolic violence’ emerging from the choice of a dominant cultural capital (bourdieu & passeron, 1977) by strengthening the literacy, knowledge, and criticality of the underprivileged populace. thus, as ironic as it might seem, it is by exposing the underprivileged to the discourses of the dominant cultural capital that social mobility can be made possible (brown, 2006). curriculum, rethinking curriculum in linguistics arias-cepeda & rojas no. 14 (january june 2017) no. 14 (january june 2017) 140 paradoxically, becomes a factor that both helps individuals conform to the existing social structures and emancipate from them, and it is through this clash between freedom and conformance that curriculum/ schooling are shaping the agentive roles of learners. curriculum as the space of convergence of cognitive and social interests the recognition of schooling and, therefore, curriculum as instrumental to the preservation of the existing social structures implies that curricular innovation also becomes a space of permanent power struggles. curricular innovation, then, is like a game where the participants need to acknowledge the cultural capitals (related to knowledge, ideas, values, etc.) that are at stake and be willing to compete by using their habitus to abide by the rules of the game (bourdieu, 2003). the transformation of cognition can set ground for social transformation; thus the social interests behind the construction of curriculum also end up shaping and being shaped by cognitive interests. to that respect habermas’ (1984) acknowledgement of three cognitive interests is very illustrative: the technical cognitive interest considers knowledge as simply owned, transmitted, and accumulated; whereas the practical cognitive interest offers space for interpretative approaches in the pursuit of using knowledge to improve reality. the emancipatory cognitive interest allows individuals to acknowledge and challenge the existence of hypostatized powers in the pursuit of free consciousness. grundy (1987), who applied habermas’ cognitive interests to the understanding of curriculum, described technical interests taking the form of classes in which technical interests predominate, thus giving a crucial role to the possibility of controlling the environment through empirical rule-following action. such curricular attitude towards knowledge results in an implicit interest in controlling pupils’ learning. in this way the approach towards their citizenship (their knowing, their doing, and their being) is a conformist one. grundy (1987) also defined the practical interest as fundamental “...in understanding the environment through interaction based upon a consensual understanding of meaning” (p. 14). a practical interest then gives a more agentive role to the dialogic nature of knowledge construction and highlights the importance of interaction as not limited to the topdown transmission of knowledge (popkewitz, 2008). instead, the focus is on the generation of novel understandings of the world and society and the rethinking curriculum in linguistics arias-cepeda & rojas no. 14 (january june 2017) no. 14 (january june 2017) 141 development of abilities that ease the discovery and inquiry; the emphasis is less on what the individuals should know, and has shifted more towards what they should do or be like (mceneaney, 2003). regarding the emancipator cognitive interest, grundy (1987) considered it as “a fundamental interest in emancipation and empowerment to engage in autonomous action arising out of authentic, critical insights into the social construction of human society” (p. 19). thus, this perspective genuinely intends to bridge the disciplinary nature of curricular content with the problem solving required to make a fairer society. reflecting about the linguistics component of curriculum adopting an informed perspective on what the linguistics component of the curriculum should be like in a major on bilingual teaching is essential provided that such epistemological choice will not just become instrumental to the learning/teaching of (a) language(s), but ultimately will have an effect on the theoretical appropriation of language, the framework for the production of knowledge in the field, and the pedagogical decisions that learners and teachers should make. therefore, it is not enough for linguistics to be made explicit, linguistics problematization should also shift from the positivistic approach to theoretical linguistics, and even further to an interpretative one that can generate new knowledge within a socio ethnographic description of learning realities, thus reaching even applied linguistics (within a critical framework, also) to the teaching of languages. explicit linguistic instruction seems to be a reasonable choice for the learning of a second language due to pedagogical and theoretical grounds. examples include the examination of the belief that exposure to metalanguage along with communicative practice can facilitate a shift from the declarative to the procedural knowledge of a given language feature (ellis, 2007), or the seemingly contradictory view that explicit linguistic instruction will only generate metalinguistic knowledge, without contributing much to the acquisition of implicit knowledge (doughty, 2003). this dialogue between pedagogy, english and spanish as objects of study, and linguistics is necessary due to the demands of a professional identity of bilingual teachers. the implicit needs of such identity include the development of high order thinking and communicative skills in both languages, as well as the understanding of what language is (both as contextually-independent and as contextually-situated), and rethinking curriculum in linguistics arias-cepeda & rojas no. 14 (january june 2017) no. 14 (january june 2017) 142 the understanding of educational principles that align with the learning and teaching of languages. regarding the distinctive learning needs of a major on second language education, correa (2014) acknowledges that learning linguistics in this kind of major differs from learning linguistics in a major on linguistics in english. also treffers-daller (2003) claims that, whereas the learning of linguistic content in major on linguistics works on generating knowledge about cognition, learning linguistics in a major on second language education is pivotal in facilitating the language learning process of those who will eventually teach language nonetheless, it is not just the learning of the second/foreign language that is boosted thanks to the inclusion of linguistic contents in the curriculum of a bilingual education major. it is unfair to expect the linguistic course in a language department to merely work as an instrument to facilitate language learning. in fact, the knowledge of linguistics also empowers pre service teachers in terms of their eventual teaching of the second language, since knowing the metalanguage can become the asset with which nonnative speaker teachers compete in a field where the learner tends to favor the native-speaker and his/her intuitive authority as language users-even if they do not hold language teaching majors (correa, 2014). going beyond the positivistic approach towards the role of linguistics in the learning and teaching of a second language, widdowson (2000) acknowledges that being fully knowledgeable of metalinguistic knowledge does not guarantee success in language teaching. ellis (2012) seems to agree when asserting that having a vast command of a language is not enough for the purpose of teaching it either. effective language teaching then might be the result of solid of reflective practices in the learning of a triad of contents that includes language pedagogy, applied linguistics, and theoretical linguistics as its pillars (johnston & goettsch, 2000). the development of a professional identity for bilingual education teachers implies somehow a new epistemological viewstand. one in which there is not the classical detachment between subject and object to be studied. this makes sense considering that knowledge about linguistics will eventually be more than the sheer content that will be used in the teaching, but also, as noted before, it constitutes a relevant resource for the development of the individual’s identity as a learner and teacher to be. thus, it is keen to consider that devicing the linguistic curricular component for the undergraduate program implies shifting from the rethinking curriculum in linguistics arias-cepeda & rojas no. 14 (january june 2017) no. 14 (january june 2017) 143 positivistic epistemology (which prescribes teaching recipes) to the interpretative epistemology (which advocates for the ethnographic descriptions of classroom learning realities), as johnston (2009) suggests. such espistemological shift will allow to consider the three dimensions of learning: the declarative knowledge (savoir), the procedural knowledge, or know-how (savoir faire), and the existential competence (savoir être), as delors (1996) would acknowledge. this threedimensional understanding of linguistic knowledge urges for an understanding of linguistics within the linguistics turn, which is rooted in the discipline itself, to generate ways of knowing about the language, but also to frame the knowledge within the social sciences. this latter approach will help learners/teachers-to-be understand language as a social phenomenon that is highly situational and contextuallydependent. furthermore, the path should be explicitly open for understanding the poststructural, and post-colonial turn that unveils the historical complicities between linguistics and colonialism and the call for linguistics and epistemological justice (pennycook, 2001). therefore, it would be savvy to adopt a new conception of the linguistics component of the curriculum that aligns with such understanding. ultimately, the approach that is given to curriculum will not be just accountable for the mastery of the language, and the existing language methodologies but will also result in the development of bilingual teachers’ identities (kumaradivelu, 2003) as passive technicians (whose teaching practices will be led by others’ expertise) reflective practitioners (who are not just consuemers of knowledge, but also producers of knowledge who deal with problem solving in their immediate teaching settings) and/ or asr transformative intellectuals (who take active part in curriculum development efforts and challenge the existing social structures). methodology research design the study is framed into a qualitative research paradigm that allows the intertwining of facts and values (marshall & rossman, 2006) that tandem with the dialogic construction of knowledge to gather the data to answer to the question: which theoretical and empirical sources can be used in the proposal of restructuration of the linguistic component of the undergraduate program on bilingual education? rethinking curriculum in linguistics arias-cepeda & rojas no. 14 (january june 2017) no. 14 (january june 2017) 144 such inquiry implied the need of resorting to i) the theoretical constructs that can inform a proposal to reform the linguistic component of curriculum, and ii) the validation of experiences and needs observed by professors (with experience teaching linguistics and/or second language at the tertiary level of education in similar majors) and graduates (from the bilingual education program at the university) as input to be considered in the crafting of a curriculum proposal for the linguistics of the major. the construction of the principles that make up the curriculum proposal seen through the lens of multiple individuals (researchers’ appropriation of literature included) imply that the approach being followed is a phenomenological one (creswell, 1998). context and participants the study was conducted at a bilingual education teachers’ college in bogotá. colombia. at the moment that the study started, the existing contents in the curriculum included subjects that dealt with linguistics from the social/post structural turn in the beginning of the major. content such as ‘intercultural communication’, ‘communication theory’, or ‘sociolinguistics’ was dealt with in the early stages of the major. the classes were conducted in the foreign language in the pursuit of helping learners develop language through content and content through language. no linguistics subject was being taught in the learners’ first language. besides, towards the seventh semester students were exposed to systemic linguistics classes (where they were expected to learn about language as a system). the intention of the study is to inform an eventual curriculum proposal for the linguistic component of the major without sacrificing the existing quality of the student -teachers as certified by positive results obtained in pruebas saber pro and mide, which are two standardized high stakes assessment procedures from the men (national ministry of education) in aspects like critical reading and written communication, and way above the reference group in english. the main concern is offering an informed proposal for the restructuration of the linguistics curriculum with the premise of maintaining, and, if possible, improving the evident quality of the education offered till then by the college in its curriculum design and curricular practices. the participants in this research included 8 linguistic and language teachers with experience in efl (english as a foreign language) education majors, 5 graduates with a highly reflective profile and a furtherly developed career path. there was a phenomenological convenience sampling; professors and graduates’ profile allowed their rethinking curriculum in linguistics arias-cepeda & rojas no. 14 (january june 2017) no. 14 (january june 2017) 145 informed reflection based on experience and knowledge of pedagogy, languages and linguistics with an emic (insider’s) perspective due to either having taught at similar majors (in the case of professors) or having graduated from the college and pursued a career in teaching (which for most of the participants included even further graduate studies). from interviewing the students, graduates, and teachers, one could read that this approach to linguistics seemed to generate both satisfying results in the generation of a professional identity but also some setbacks (namely overlapping contents, or the feeling that the understanding of language as a system came in too late in students’ learning path). graduates’ perceptions towards their linguistic learning allowed the emergence of a consciousness of language and linguistics as a body of knowledge that they had often accumulated declaratively, but which was difficult to manipulate for the purposes of handling with ‘out of the norm’ challenges when teaching the language (e.g. the challenge of helping large classes learn the pronunciation of th sounds or simple past, the teaching of third person conjugation in present tense, etc.). data collection instruments the study was conducted by resorting to three main sources of data, intending to gain insight on the theoretical and empirical sources that could be used in the proposal of restructuration of the linguistic component of the undergraduate program on bilingual education (which the research question aimed at). the three main sources of data were: i) literature and state of the art (related to curriculum, linguistics, and esl/ bilingual education teaching), ii) interviews to 8 teachers, linguists, and professors who have experience teaching linguistics and/ or second language at the level of tertiary education, and iii) interviews to 6 college graduates with solid academic profile and experience teaching. the data collected from the sources was used for the purpose of addressing theory, experience, and expectations and also to align with the vision of a curriculum that can address the educational, the experiential, and the existential dimensions (council of europe, 2010), as explained in the review of the literature. rethinking curriculum in linguistics arias-cepeda & rojas no. 14 (january june 2017) no. 14 (january june 2017) 146 results the meatalinguistic discourse permits the belonging to a society of knowledge metalinguistic knowledge allows student–teachers to resort to theory and researchbased explanations for their learning and eventual teaching of language(s), and also permits that they generate knowledge in the efl field by being able to name and document their own learning and teaching experiences as a valid researchable sources. the participants pointed out that learning the metalanguage resulting from instruction on linguistics facilitates the development of knowledge. “a common discourse facilitates the cognitive divulgation, the academic rigor, and the acceptance within the academic community.” (interviewee 2). such perspective seems to be theoretically backed up since language teacher education does have a tradition of including training on linguistics (lafond & dogancay-aktuna, 2009), and at the tertiary level education programs do not give much value to superficial knowledge that is purely declarative (biggs & tang, 2007). through their learning of linguistics, studentteachers gain ’knowledge of how language is structured, acquired, and used’(johnson & golombek, 2002, p. 8) and empower themselves to be able to understand and diagnose student problems better, provide better explanations and representations for aspects of language, and have a clearer idea of what they are teaching (bartels, 2005). the metalanguage facilitates that language educators rationalize their role as language acquirers, language users, and language makers (gomes de matos, 2014), thus boosting their opportunities of generating new knowledge about language. it is this epistemological dimension in which the knowledgeable subject is as important as the object to apprehend in which knowing the linguistic terms can offer an agentive role to the student-teacher as a source of linguistic knowledge and boost him/her as a researcher. as an example, despite the fact that research on linguistics has resorted to the consolidation of linguistic corpora (an initiative that might be rooted in the quantitative approach), there is need for an inquirer, someone who intuitively asks questions, generates hypotheses, and interprets data departing from the linguistic corpus data (kabatek, 2014). cots and arnó (2005) view the language teacher as a professional who fulfils roles involved in language, linguistics, and teaching, thus being a language user, a language analyst, and a language teacher. the pre-service teacher does not come as a tabula rasa, neither does s/he rethinking curriculum in linguistics arias-cepeda & rojas no. 14 (january june 2017) no. 14 (january june 2017) 147 simply analyze linguistic data. s/he is an empathic linguist (kabatek, 2014): a language user and language maker who in his/her own activity as speaker –hearer develops the ability to identify noteworthy phenomena not just from the (system) language itself but also from the languages s/he knows and learns. as bilingual beings who have acquired a mother tongue and have taken instruction to learn a foreign language, the pre-service teachers have a metalinguistic background that allows them to analyze their language use, identify deviations of norms, categorize and hypothesize phenomena, and inquire systematically to generate new knowledge of language, languages, and language teaching/learning. the premise is that the speakers can observe their own linguistic activity and judge not just whether a sentence is grammatically correct or not, but also can generate contrastive linguistic inquiries, and can examine learning from an emic, experiential view point that can later inform their instruction, and eventually generate knowledge about the content (linguistics), its teaching, and its learning. the need for a balance between homogeneity and heterogeneity in the choice of content participants agree that the choice of content for the linguistic component of the major needs to be coherent with the vision that the institution ascribes to the role language and linguistics in the construction of the professional profile of its graduates. such vision must keep a balance between homogeneity and heterogeneity when compared to the value given to linguistics by similar majors in other universities. homogeneity of content choice (choosing contents similar to the ones provided by similar majors in other universities) guarantees that the graduate from the college will be competitive when compared to other professionals in the field: “a language program needs a serious foundation on linguistics… four, five, six subjects of linguistics that have contents that are established everywhere. generally, there is a course of sociolinguistics. which are the topics of a sociolinguistics class? the same ones everywhere… the socio-phonic variables, socio lexical variables, sociogrammatical variables, bilingualism, etc. that means that there are some topics in the linguistic courses that are instructed worldwide at the undergraduate level. contents are relatively standardized” (interviewee 1). rethinking curriculum in linguistics arias-cepeda & rojas no. 14 (january june 2017) no. 14 (january june 2017) 148 this participant argues that homogeneity is a requirement that allows graduates to be ready to compete at the local and the international academic contexts: “if one deviates from the common contents, it is likely that the graduates become less competitive at the international level, and that is relatively harmful” (interviewee 1). such homogeneity in the choice of content (when compared to other similar majors in other universities) seems to be applicable to the study of language from an intradisciplinary perspective, which seems to align with pastor’s (2001) idea that a sine qua non choice in linguistic contents is the understanding of language as a system— phonology and phonetics, morphology, syntax, semantics. such kind of intradisciplinary perspective is also favored by the content choice of similar majors in latin america. heterogeneity of content choice, on the other hand, can result in the generation of an added value for the major when compared to other competitors in the area. “the program profile is established by the universities when they state “we want this sort of professionals.” the subjects are chosen based on such profile. even optative subjects are chosen based on it. they can offer a course on conversation analysis, a course on linguistics applied to computerized teaching of languages… there are numberless courses that can be created in that space…they are some sort of identity mark, an added value”. (interviewee 1) the offer of either compulsory or elective courses on some of the subdisciplines of linguistics seems to be for this participant one of the reasons why a conscious content choice can strengthen the university identity giving the learners competitive advantages over other colleagues once they graduate. changing the focus: problematizing rather than specializing content nonetheless, (and radical though it might seem) another participant asserts that it is not necessary to label the linguistic courses (e.g. phonetics, syntax, etc.), since by naming them one is arbitrarily isolating instruction and producing some sort of fragmentation of knowledge. she considers that such fragmentation does no guarantee learning. rethinking curriculum in linguistics arias-cepeda & rojas no. 14 (january june 2017) no. 14 (january june 2017) 149 “if it is necessary to include labels, they should be thought always as the result of the binding emerging from problems found in the teaching praxis”. (interviewee 5). this latter participant (along with what could be read from the data collected of other participants) inclines for a change of focus that prioritizes the problemic nature of instruction over the subdiscipline level of content specialization. the relevance of theoretical and structural content, according to the participants’ opinions, could/ should be accompanied by a practical focus: “in the didactics of linguistics, one has the possibility of making the studentteachers work on concrete problems from day one of instruction (…) concrete problems that can be solved the very moment explanatory instruction is provided” (interviewee 1). this convergence on content as resulting from the problematization of the object of study advocates for a synthetic approach (rather than an analytic one) to the generation of knowledge. this based on the fact that reality is not as fragmented as the subdiscipline specialization of content implies. from that view, curricular proposals should depart from the object of study and its problemic nature to eventually allow the convergence of the disciplines and sub-disciplines in a field for the appropriation of knowledge. “the labeling of content subjects is a fatidic fact since it compartmentalizes knowledge. it separates phonetics from semantics, and both from pragmatics, instead of joining them. the isolation of contents results in a poor, less meaningful, learning. if it is necessary to label the subjects, such labeling should be thought as the result of the connections and be always based on problems that have been determined in the teaching practice. phonetics connects with english and its teaching. it is difficult to understand how a first semester learner can start to learn english without getting familiar with the sounds, without distinguishing which sounds we do not have in spanish. that is why they always say /tri/ to mean the number. if phonetics is not worked communicatively from the beginning such familiarization is difficult” (interviewee 5). a bilingual student-teacher needs ample knowledge of the structure of the language and its usage, but also competences to apply such knowledge to his/her immediate reality. the learning and teaching problems that emerge out of experience can urge the individual to join a systematic and collective search for solutions. joining a research group, for instance, allows students to acknowledge and appropriate the links rethinking curriculum in linguistics arias-cepeda & rojas no. 14 (january june 2017) no. 14 (january june 2017) 150 between disciplines and thus find meaning for their learning events (jurado, 2014). the teaching and learning challenges occurring inside the classroom and the teachers and students’ approach to them become valuable input for the teacher to exert his/her role as a responsible active citizen who will not be a giver of methodology or content, but rather someone who will understand his /her profession as subjected to constant change. code of instruction: using the ‘language as a resource’ perspective rather than the ‘language as a problem’ when teaching linguistics in a bilingual education major the ‘language as a resource’ perspective (baker, 2006) conceptualizes language diversity as a capital promoted by the discourse of human capital flow and global citizenship (rasool 2004). for the purpose of understanding linguistics and the knowledge of language as a cultural construction, as vehicle of cognition and as a functional system, the fact that the learners can resort to two languages (l1 and l2) should be considered an advantage and not a problem. the language (tongue) used to get knowledge of language should be a solid instrument and not an obstacle. learners must be able to use the language they are using as code of instruction for a linguistics class as a tangible materialization to recognize linguistic phenomena (e.g. distinguishing allophones), make grammatical judgments, or simply understand content of theoretical linguistics; however, after even some 6 or 7 semesters of instruction in a second language, students are not fully capable of doing all of this in the l2 (correa, 2014). five of the participants acknowledged that it is necessary to approach the understanding of the language by departing from the mother tongue as the vehicle of instruction, and then, progressively, incorporating the foreign language. “i would lean for formal teaching of linguistics in the first language and then to deepen it in the second language” (interviewee 1). “it is important that the learner have knowledge in the mother tongue and then use it to move on to the second language” (interviewee 2). such position does not exclude the learning of linguistics in the early stages of the efl learning: “it is necessary that both codes play a role in the early stages of formation in an alternate and balanced manner” (interviewee 3). rethinking curriculum in linguistics arias-cepeda & rojas no. 14 (january june 2017) no. 14 (january june 2017) 151 nonetheless, for one of the participants it is pivotal that the content of linguistics be not detached from the learning of the language(s) (the l1 and l2), neither should it be detached from research or pedagogy. an integrative perspective as such in the learning of linguistics is intended to facilitate the understanding of the linguistic features of the mother tongue, the language being learned, and the more informed choice of tools so that the linguistic knowledge boosts eventual pedagogical decisions and the critical analysis of theories of bilingualism in the immediate and further contexts. this set of opinions from the interviewed participants suggests that we avoid demonizing any of the linguistic codes (languages) in any stage of linguistics teaching. one of the participants even suggests that the learning of linguistics be aided by professionals in the two languages: “we should understand bilingualism as the co-existence of two linguistic codes in perfect harmony, thus both codes should be accepted. two languages in one same subjectenglish classes with readings in spanish, and the other way around, for example.” (interviewee 4). this interviewee’s opinion validates both languages as the objects and means of study linguistic phenomena; language is viewed both as human construction and a capability (jiménez, 2011) that is worth looking in depth at. pastor (2001) considers the contrastive analysis of languages essential to disentangle the linguistic distance between first and second language thus improving our acknowledgement of the most common mistakes caused by language interference. that seems to be in agreement with one of the participants’ perspective, who advocates for not demonizing the use of the first language: “we need to make the bilingual studentteacher understand that the two languages are not a threat to one another but there are mechanisms of construction of knowledge in a language that can be used in the learning of the other one. it is important that the educators then be ‘very bilingual’ in order to help understand such mechanisms. the native spanish speaker who has a very competitive command of english and has gone through the exercise of analyzing his own language and the one he has been learning, can really help the bilingual learner” (interviewee 5). thus, the first language is a resource that can be used not just as a vehicle to transmit the knowledge of linguistics but also as an instrument to understand language’s system and structure more rethinking curriculum in linguistics arias-cepeda & rojas no. 14 (january june 2017) no. 14 (january june 2017) 152 tangible. besides, the use of the l1 as the code for linguistic content can facilitate the appropriation of the concepts and its application to generate more sophisticated knowledge of the mother tongue and further its sophisticated development. the beliefs of experienced teachers, include the idea that a solid knowledge of the first language should be fostered, since it facilitates an eventual contrastive analysis with the l2 (cortés, cárdenas & nieto 2013). conclusions linguistic instruction in bilingual education has mostly been problematized from an intra-disciplinary edge with contents that consider language as a functional system (phonetics, morphology, syntax, semantics, etc.), and as a discipline that is fed with interdisciplinary contents (which signals the ties that linguistics has with other fields of knowledge from the social sciences resulting in sub disciplinary labels such as psycholinguistics, sociolinguistics, neurolinguistics, etc.). however, the curricular needs of bilingual teachers urge for an appropriation of applied linguistics, and particularly linguistics for the teaching of (content in) english for speakers of spanish as a mother tongue. decisions to innovate in the existing curriculum of an undergraduate program on bilingual education cannot be taken, not even proposed, without having a responsible glance at the myriad of sources that from theory and from experience can inform a curriculum proposal. both literature and participants converge in the principle that linguistics is necessary for such a major, but that not any linguistics, but one linguistic approach that matches the needs of bilingual student teachers. that is, linguistic contents that are not solely chosen on the basis of the traditional fragmentation of knowledge, but rather based on the problemic nature of the object of study: the language, and the languages. thus, the particularity of the academic bilingual context implies the recognition of both languages not just as valid codes of instruction, but also as examples of the materialization of the principles by which language as a human construct works. the restructuring of the linguistic component of the curriculum can be fed with the pedagogies used in teaching in general, and in the teaching of the second language in particular. such conclusion also resulting from the data analyzed out of interviews carried out, can be gathered to align with principles of constructivism, the competences of the 21st century, problem based learning, project and task based learning, linguistics as an instrument for the construction of peace, and the organization of contents by departing from thematic units that foster authentic performance. rethinking curriculum in linguistics arias-cepeda & rojas no. 14 (january june 2017) no. 14 (january june 2017) 153 references baker, c. 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(2003) variation in teaching: two perspectives on teaching linguistics. llas ocassional papers, 1214. widdowson, h (2000) object language and the language subject: on the mediating role of applied linguistics. annual review of applied linguistics 20, 2133. rethinking curriculum in linguistics arias-cepeda & rojas no. 14 (january june 2017) no. 14 (january june 2017) 157 authors *carlos augusto arias-cepeda holds an m.a. in applied linguistics to tefl from universidad distrital francisco josé de caldas and is currently studying a phd on education with emphasis on elt in the same university. he is currently working as a fulltime professor at the institución universitaria colombo americana (única), where he has taught linguistics, pedagogy, research, and english. his research interests include efl, linguistics, language identity, and critical discourse analysis. *sandra liliana rojas molina holds a b.a in philology and languages from unviersidad nacional de colombia and a m.a. in applied linguistics to the teaching of languages from barcelona university. she is currently working as a parttime professor at the institución universitaria colombo americana (única), where she has taught subjects including linguistics, language and society, pedagogy and second language, and communication theory. rethinking curriculum in linguistics arias-cepeda & rojas no. 14 (january june 2017) no. 14 (january june 2017) gist noviembre 2008final(segundas correcciones).p65 ����� ��������� � ���� �������� ������� �� ������ � ����� ���������� � ������� � ������� ��������� ������� �� ��������� ��������� ���� ! 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'� ����%���� ��*�3���1��� � :e /�� �(������0�#�/����������������1� ����� ������,� �+������������&�������������$��%��������� ���������&����$� ��$2��� � �$�������� ��� � ����4���� ��1�������"� �� . �5�����$�����$�6��$������ f; ����������+������������ �����&���$�����$��� /�(�������� ��$������ ��������$� �3��'��� ����$�� � ������ ��.�����2�$�)�) e$ %������� �� ��$� ������������������ ��/�'���4������5� '� ����1������2�$�)�) $f �$� ��$����������������+�$$��6��������� � ��� � � � ��� ��������2�$�)�) ;# 9 r es ea rc h a rt ic le s students’ responses to the use of songs in the efl classroom at a public school in bogotá: a critical approach1 respuestas de los estudiantes al uso de canciones en la clase de inglés en un colegio público de bogotá: un enfoque crítico nilsen palacios and claudia marcela chapetón2* ied fabio lozano simonelli, universidad pedagógica nacional, colombia abstract this article reports the findings of an action research stydy aiming at fostering interest, participation, and self-expression in an efl classroom at a public school in usme, in the southeast of bogotá. the study focuses on students’ responses to the use of songs with social content within a framework of literacy as a situated social practice and taking a critical view of pedagogy. a group of 11th graders participated in the study. data was collected through questionnaires, field notes, interviews, and artifacts of students’ work. results indicate that using songs as a socially-situated literacy practice in the efl class can encourage students to participate in a more active and critical way. it can also trigger meaningful connections to real life issues allowing students to read the world and build bonds with their peers, using music as an opportunity to share ideas, thoughts, and feelings in a comfortable, respectful, and friendly environment. keywords: responses to songs, songs with social content, efl in a public school classroom, literacy as a situated social practice, critical pedagogy. 1 received: july 15, 2014 / accepted: october 3, 2014 2 nilsenpm21@yahoo.es , cchapeton@pedagogica.edu.co gist education and learning research journal. issn 1692-5777. no. 9, (julydecember) 2014. pp. 9-30. no. 9 (july december 2014) no. 9 (july december 2014) 10 resumen este artículo reporta los hallazgos de un proyecto de investigación acción cuyo objetivo general era promover el interés, la participación y la expresión en la clase de inglés en un colegio público de usme, al suroriente de bogotá. el estudio se enfoca particularmente en el análisis de las respuestas de los estudiantes al uso de canciones con contenido social en inglés, entendida como práctica social situada y bajo la perspectiva de la pedagogía crítica. un grupo de estudiantes de once grado participó en el estudio. los datos fueron recolectados a través de cuestionarios, notas de campo, entrevistas y artefactos producidos por los estudiantes. los resultados indican que el uso de canciones como una práctica social situada en la clase de inglés puede motivar a los estudiantes a participar de manera más activa y crítica. también puede generar conexiones significativas con aspectos de la vida real permitiendo hacer lecturas del mundo y construir lazos con compañeros de clase mediante el uso de la música como una oportunidad para expresar y compartir ideas, pensamientos y sentimientos en un ambiente de aprendizaje armonioso, respetuoso y amigable. palabras clave: respuestas al uso de canciones, canciones con contenido social, inglés como lengua extranjera en colegio público, alfabetización como práctica social situada, pedagogía crítica. resumo este artigo reporta as descobertas de um projeto de pesquisa ação cujo objetivo geral era promover o interesse, a participação e a expressão na classe de inglês em um colégio público de usme, no sul-oriente de bogotá. o estudo se enfoca particularmente na análise das respostas dos estudantes ao uso de canções com conteúdo social em inglês, entendida como prática social situada e sob a perspectiva da pedagogia crítica. um grupo de estudantes de terceiro ano do ensino médio participou no estudo. os dados foram coletados através de questionários, anotações de campo, entrevistas e artefatos produzidos pelos estudantes. os resultados indicam que o uso de canções, como uma prática social situada na aula de inglês pode motivar os estudantes a participar de maneira mais ativa e crítica. também pode gerar conexões significativas com aspectos da vida real, permitindo fazer leituras do mundo e construir laços com colegas de aula mediante o uso da música, como uma oportunidade para expressar e compartilhar ideias, pensamentos e sentimentos em um ambiente de aprendizagem harmonioso, respeitoso e amigável. palavras chave: respostas ao uso de canções, canções com conteúdo social, inglês como língua estrangeira em colégio público, alfabetização como prática social localizada, pedagogia crítica. students’ responses to the use of songs palacios & chapetón no. 9 (july december 2014) no. 9 (july december 2014) 11 introduction the growing importance of learning and teaching english as a foreign language in the different levels of education in colombia has given rise to a number of efforts by teacher-researchers to look into classroom practices with the aim of improving and/or transforming those practices. many problematic situations have been identified as starting points for conducting research in this field. however, when it comes to teaching english in the public school setting, the most salient obstacles perceived by efl teachers are related to the lack of interest students have in learning the foreign language. informal talks with colleagues and observations of our own experience tell us that it can be quite difficult to get adolescent students in public schools interested in participating in the efl class. students in this particular socially deprived setting, which is characterized by increasing urban violence, few opportunities for social promotion, and economic adversity (guzmán, 2006; parga, 2011), seem not to be motivated to take an active role in the class sessions for a number of possible reasons. they may feel learning the foreign language is not relevant since they do not need it for authentic communicative purposes in their social surroundings. they may also feel distanced from the foreign language since they have little contact with it. they may not have confidence enough to talk or interact in english (duarte, tinjacá, & carrero, 2012), or they may simply not like it. in view of this problematic situation present in the particular context where this study took place, it was our purpose to propose a course of action in which participants could (and would want to) engage in the development of class activities. using a critical approach that takes literacy as a situated social practice, songs with social content were used as a pedagogical strategy to foster self-expression, reflection, and meaningful participation in the efl class. songs can be used as authentic communicative performances (guevara & ordoñez, 2012) as they contain authentic language that is produced in situated contexts that refer to real life issues. further, students’ interest, involvement, and participation in efl learning can be encouraged through songs that can be selected to suit their needs, interests, and likes, thus personalizing learning. finally, using songs with social content as a literacy practice in the efl classroom may allow students to find opportunities to freely express their opinions, feelings, life experiences, and ideas while establishing meaningful connections with their personal context. the main objective of the study we report here was to describe 11th grade students’ responses to the use of songs with social content in the efl classroom when songs are approached students’ responses to the use of songs palacios & chapetón no. 9 (july december 2014) no. 9 (july december 2014) 12 from a critical perspective within a framework of literacy as a situated social practice. literature review traditional views of literacy see it as the ability we have to read and to write by coding and decoding language from a text. going beyond this traditional perspective, this study takes a socio-cultural approach that sees literacy as constructed and produced “by historically and culturally situated social practices of which reading and writing are only bits, bits that are differently composed and situated in different social practices” (gee, 2003, p. 42). we consider school-based practices as social and situated since they take place in particular social contexts and through interactions that are situated in a specific moment. literacy in this study is thus understood as a situated social practice (baynham, 1995) where both contextual and individual aspects are relevant. according to giroux (2001), literacy should be understood as a set of discourse forms and cultural competencies that make it possible to establish and recognize the relations and experiences that exist between learners and the world. in this way, literacy can also be a reference for critique. it is necessary that human beings locate themselves in their own histories in order to become agents, thus expanding the possibilities of human life on freedom. also, freire (1985) states that literacy has to be predominately social; he considers that teachers need to use methodologies which change the learners’ view, and that these methodologies have to encourage students to be critical of their own reality. he also points out that to understand the nature of being social is to learn to read the world. similarly, freire and macedo (1987) argue that literacy is social because language is a social process developed through situated interactions between individuals; these interactions are held through literacy and they imply interpreting, analyzing, and taking actions in relation to social realities. one of this study’s aims of developing literacy as a situated social practice through the use of songs with social content was to allow students to feel free to express their opinions, ideas, and feelings. it was also sought to provide them with the opportunities to read the world and to contribute to the efl class development, becoming the main agents of their own histories. baynham (1995) points out that literacy has social purposes. when we are creating and switching over meaning, it is recognized in context, and students should be able to understand meaning as a social power with a critical point of view since literacy is a “concrete human activity” (p. 1). in this way, he refers to the concept of critical literacy, students’ responses to the use of songs palacios & chapetón no. 9 (july december 2014) no. 9 (july december 2014) 13 and defines it as the use of reading or writing to reach social purposes in contexts of use. from this critical perspective, literacy allows people to live within a community, establishing ties with the society, and having critical perspectives in the context where they exist. baynham (1995) also states that what makes literacy critical could be an approach in which the main idea is to provide literate people with the opportunity to go beyond traditional practices of reading and writing, and to encourage them to ask, analyze, and propose about their environment. in this way, individuals may be able to develop critical awareness through readings of the world. this study is based on the assumption that a critical approach to language education needs to focus on contextual issues and the ways in which research looks to transform the current situation (pennycook, 2004). with a transformative pedagogy in mind, this study goes beyond the linguistic features present in the text so that students can interact with it to “transcend their own environments” (freire & macedo, 1987), and to free students’ voices so that they can express their ideas, opinions, and feelings about the practices in which they are immersed. freirean critical pedagogy (freire, 1985, 1998, 2002) argues that the underclasses should educate themselves, developing an emancipatory education which allows individuals to undertake a transformation from object to subject and become more fully developed human beings. in classroom practices, students should thus find opportunities to thematize issues of study, engage in dialogue with teachers, and fully participate in the educational process. this requires the construction of learning opportunities that foster empowerment and social transformation rather than, as kellner (2000) puts it, conforming to dominant views and values. in sum, as mclaren (2006) points out, critical pedagogy has to go further than teaching sets of rules and structures to be used in a mechanical way. it aims to create awareness of purposeful social problems not only making classroom teaching and learning more meaningful but also empowering students to take a critical position and active roles that pursue transformative objectives. with this critical approach in mind, songs are seen in this study as texts that can be read by every individual from their own perspectives having critical positions. texts are understood as “everything possible to be read and to be rewritten; our own realities and life experiences are texts we can read aloud and rewrite by being critical readers of them” (chapetón, 2007, p. 30). text in this study refers to the contents of the songs that have a social nature. songs, as texts, can be read and interpreted by each individual, allowing students to bring to mind issues of their real life contexts, connecting those with the way in which social processes are being portrayed in the songs, and thus, encouraging an students’ responses to the use of songs palacios & chapetón no. 9 (july december 2014) no. 9 (july december 2014) 14 active role in the development of class activities. accordingly, instead of finding information in the songs, this critical approach allows students to interact with them and shape texts by reacting and responding aesthetically (rosenblatt, 2002) through their emotions, sensations, tensions, and current lived ideas and experiences (chapetón, 2005). it is widely accepted that using songs in the efl classroom can be a great source of motivation, interest, and enjoyment that can trigger emotions, help to develop an aesthetic taste (cakir, 1999), enhance learner involvement, and encourage students to learn the foreign language. this is done by providing a relaxed environment and a change from the routine procedures in the classroom (giudice, 1986; reeve & williamson, 1987, brewster, ellis, & girard, 1992). research into this pedagogical strategy has shown that songs are very useful tools to build up language abilities, especially oral skills, vocabulary, and grammar (castro & navarro, 2014; cuestas, 2006; duarte, et al., 2012; perez, 2010). it has been found that songs also serve as a vehicle that helps students express themselves in a comfortable way. cuestas (2006) offered her tenth graders opportunities to choose and talk about their favorite songs in class. this not only improved learners’ oral production but helped them express their ideas freely displaying favorable attitudes such as participation, relaxation, cooperation, and self-confidence. duarte et al. (2012) used songs to encourage sixth graders to learn new vocabulary and pronunciation. unknowingly, students also developed teamwork and created a non-threatening environment that fostered confidence and motivation to learn the foreign language. methodology research design this is a qualitative study. according to johnson and christensen (2004), qualitative research is an approach of inquiry that looks into human behavior as it occurs naturally in its social, situated, particular, and local context. the qualitative method used in this study attempts not only to examine and describe what, where, or when a situation happens but also why and how people react and respond in front of that specific situation. thus, data is described and interpreted in order to elicit meaning from the participants, gain understanding of their responses to the use of songs with a critical approach, and develop empirical knowledge (corbin & strauss, 2008). since the main goal is not only to describe the phenomenon but also to intervene in order to offer possibilities for transformation through students’ responses to the use of songs palacios & chapetón no. 9 (july december 2014) no. 9 (july december 2014) 15 an action plan, this study follows an action research approach. sagor (2000) states that action research “is a disciplined process of inquiry conducted by and for those taking the action” (p. 34). thus, action research is a classroom-based research guided by teachers in order to reflect upon teaching practices. in addition to reflection, it is a cyclical process that entails planning informed action, implementing action, and doing observation in order to identify ways in which teaching practices can be improved. context and participants this research was carried out at a public school in the locality of usme, in the south of bogotá. a group of 42 students in 11th grade participated in the study. they were between 15 and 19 years old. all of them belong to the second level of a system of six socio-economic levels or strata in the city. most of them belong to low income families in which the parents did not have access to education. finally, it is important to mention that participants live in a context in which there are a variety of social problems related to violence, forced displacement, poverty, drugs, and gangs. as shown by an initial questionnaire, most of these students spend most of their free time with their friends on the streets or they stay alone at home because their parents have to work all day long. in addition, none of them has taken any english course in other institutions. data collection instruments four instruments were designed, piloted, and used to gather data: questionnaires, field notes, interviews, and students’ artifacts. in order to build the students’ profile and learn about their music background, interests and preferences, an initial questionnaire was administered. to observe students’ interactions and participation in the efl classroom, field notes were systematically taken for ten weeks, in two class sessions per week. also, three semi-structured interviews were used at the end of each cycle in order to explore students’ opinions, perceptions, and feelings about the process that was being carried out. students’ productions (artifacts) were collected in different moments of each cycle and they provided information about the activities carried out in each class session in which a song was used. a final questionnaire was administered after the intervention had taken place in order to look at the outcomes of the experience of using songs with a critical approach. the instructional design, developed in three cycles, pursued themes related to different aspects of the students’ lives (their social students’ responses to the use of songs palacios & chapetón no. 9 (july december 2014) no. 9 (july december 2014) 16 context, their relationships with others, and themselves). three songs with social content were selected along with students and used in each one of the cycles (for a total of nine songs3). according to griffee (1995), songs can create a friendly atmosphere, which is important for language learning. songs also frequently bring to mind particular feelings, ideas, and experiences that are more straightforwardly unforgettable. the song activities designed for this study involved the use of both video and audio (the former only when the resources were available at the school) and allowed students to express feelings, thoughts, ideas, and opinions freely, regardless of their command of the foreign language. since the main purpose was to describe their responses and reactions to the use of songs in the efl classroom, students were free to express themselves in the language they felt more comfortable with. because of the low level of english these public school students have, their responses were expressed in spanish, their mother tongue. data analysis and interpretation with the aim of gaining insights from the data gathered, this qualitative study used the grounded approach for data analysis (corbin & strauss, 2008). this inductive method starts with line-by-line examinations of the raw data from the different instruments and allows findings to emerge through interacting with them. this process involved naming and labelling, grouping, finding relations, and displaying data in mind maps, always using grounded codes. as freeman (1998) suggests, following this way of analyzing data permits researchers to have a complete perspective of the situation being studied and the innovative role of the activities implemented. the process involved what freeman (1998) calls making the regular appear new as well as looking at the regular development of classes and activities from an innovative standpoint. results this study sought to discover how students respond and react to the use of songs with social content in the efl classroom when songs are approached within a framework of literacy as a situated social practice. 3 the songs used in this study were: “eagle fly free” (helloween), “gangsters’ paradise” (coolio), “where is the love” (black eyed peas), “welcome to my life” (simple plan), “family portrait” (pink), “another day in paradise” (phil collins), “it’s my life” (bon jovi) and “freewill” (rush). students’ responses to the use of songs palacios & chapetón no. 9 (july december 2014) no. 9 (july december 2014) 17 three main themes emerged from the analysis of the data: 1) becoming interested in learning english through songs, 2) songs as a possibility to read the world, and 3) building up relationships with peers. becoming interested in learning english this refers to the way students’ reacted towards the use of songs with social content in the efl classroom. first, the data showed that the students demonstrated a positive change of attitude towards class activities. it was discovered that when songs with social content are used within a framework of literacy as a situated social practice, students are more likely to become interested in participating in the efl class: s40: well, i liked the activities a lot because with those songs i felt i had a better performance in [the efl] class. (final questionnaire, december 5)4 s18: i think this is a good proposal because that way the lessons are a lot more dynamic and we learn more about english and this makes us feel more inclined towards the subject because sometimes it is only grammar and exercises and one starts getting annoyed in class. (final questionnaire, december 5)5 phillips (2003) claims that songs are a significant element in the development of any language. he considers music and rhythms important in the learning process for learners and teachers to have as a useful instrument in all aspects of learning a language. music can help in learning structures and vocabulary, but the most relevant aspect is that learners take pleasure in learning through music. through their responses to the use of songs in the efl class, students showed that they felt free and motivated to participate. it was found that these responses were given mostly because of the use of songs with an approach that focused on the content. as illustrated below, students showed interest in the activities being carried out; there is initiative, motivation, and commitment: 4 original spanish: s40: “pues a mí me gustaron mucho las actividades porque con esas canciones yo me sentí con un mejor desempeño en la clase.” 5 s18: “me parece una propuesta buena ya que así las clases son más dinámicas y aprendemos más sobre el inglés y esto nos hace inclinarnos más hacia la materia porque es que a veces eso es solo gramática y ejercicios y uno le coge como fastidio a la materia.” students’ responses to the use of songs palacios & chapetón no. 9 (july december 2014) no. 9 (july december 2014) 18 the student s4 volunteers to participate in presenting the activity; he is paying attention to the directions. (field notes, november 2) s34: the activities we did in class were very interesting because, for the first time, i felt motivated to participate in the english class because i didn’t like it before, but i could participate expressing what i think and feel about things that happen to us. (final questionnaire, december 5)6 these responses indicate that songs can be considered as a way to awaken students’ interest in learning english. students can become motivated to learning the foreign language through the use of songs with a critical approach since they can find it enjoyable, interesting, and a means to express themselves through activities related to real contexts. the following excerpts show that students can become interested in learning english through songs because it was easier to learn in this way. since music is something that students like, they also remarked that the classes became more dynamic: the student s3 says that learning english this way is “más chévere” (much cooler) because he can enjoy it and develop the activities in an easier way. (field notes, november 2) s39: i think it’s cool to work like this in class because it makes it easier to learn. (2nd interview, november 15)7 s8: when we work with this type of activities i learn more, and [i realize] that english is not that difficult to learn as it seems to be if you work [in class] doing activities that are so cool. (1st interview, october 30)8 6 s34: las actividades desarrolladas en clase fueron muy interesantes ya que por primera vez me sentí motivado a participar en la clase de inglés porque antes no me gustaba, pero pude participar expresando lo que pienso y siento de cosas que nos pasan. 7 s39: me parece bacano trabajar así porque es más sencillo aprender. 8 s8: al trabajar con este tipo de actividades aprendo más, y que el inglés no es tan difícil como parece si se trabaja haciendo trabajos tan chéveres. students’ responses to the use of songs palacios & chapetón no. 9 (july december 2014) no. 9 (july december 2014) 19 students also stated that they were interested in learning english by using different strategies that allowed them to be more engaged, avoiding the common lack of interest in the foreign language. this issue may hint at the importance of using activities that involve real life issues that go beyond the teaching of grammatical structures in the efl classroom. this seems to arouse students’ interest in the development of the activities that give them opportunities for practicing other issues of the language such as pronunciation and vocabulary: s8: well, one learns vocabulary and understands the song. (2nd interview, november 15)9 s7: in my opinion, one learns in a different way that is not that common and that makes it more interesting than just repeating grammar although it is important to be able to get on better in the simple issues of the english [language]. (2nd interview, november 15)10 s13: i liked this methodology better because i learned a little bit more about the pronunciation of words that i didn’t know and this was through songs that made the class more enjoyable and i started to see english [the language] as something cool. (3rd interview, december 3)11 we can see here that students became interested in working in class using songs as it allowed them to look at english learning from a different perspective. they were able to work in a better way because they were interested in learning in a different way from the one they were used to. in the following excerpt taken from the final questionnaire, a student mentions how comfortable he feels because songs allow him to learn more vocabulary developing activities related to his daily life: s11: i think it is very interesting to use songs in the english class because through them [the songs] we can remember and learn very important 9 s8: pues uno aprende vocabulario y entiende la canción. 10 s7: para mí uno aprende de forma diferente y por lo tanto no tan común y eso lo hace más interesante que solo repetir gramática aunque esta sea importante para poder desenvolverse mejor en lo simple del inglés. 11 s13: me gustó más esta metodología porque aprendí un poco más sobre pronunciación de palabras que no conocía y esto por medio de canciones que hacían más divertida la clase y empecé a ver el inglés como algo más chévere. students’ responses to the use of songs palacios & chapetón no. 9 (july december 2014) no. 9 (july december 2014) 20 words that are frequent in the english language, and also relate them with our everyday lives. in addition, the class becomes more dynamic and with things that are easy to find [in everyday life]. (final questionnaire, december 5)12 the student observes that songs not only helped him to improve his language skills, but also helped him to make connections to his real life experiences and allowed him to be interested in learning english. as illustrated in the next excerpt, this was due to the nature of the song content and the approach that was used permitting students to work in a comfortable and different way: s25: this is a nice experience, we learn more because of the use of songs with those themes [social content]. besides, the class work we produced was of good quality. in addition, we can apply concepts we learned and in that way increase fluency in the language. i think one learns in a different way. (final questionnaire, december 5)13 it can be said that students regard working with songs as useful not only for improving their english skills through this kind of activities, but also because it provides them with the opportunity to become active agents who can participate and contribute to the classroom activities. in this research, most students’ responses contributed to the successful development of the process. however, there were some reactions from students that hindered class work or did not facilitate the activities using songs, mainly because they found it difficult to comprehend the lyrics, as shown in the following students’ responses: s29: i did this handicraft this way because that’s what i understood from the song and i don’t think it was that good. (student’s artifact, october 25)14 12 s11: me parece muy interesante el uso de canciones en las clases ya que por medio de estas podemos grabarnos y aprender palabras muy importantes que son frecuentes en el idioma inglés, y además relacionar las vivencias diarias. también la clase se vuelve más dinámica y con cosas que son fáciles de encontrar. 13 s25: es una experiencia buena porque aprendemos más debido al uso de canciones con estas temáticas; además los trabajos que se elaboraron fueron muy buenos; además podemos aplicar conceptos vistos y así tener fluidez en el idioma. creo que se aprende de manera diferente. 14 s29: realicé esta maqueta así porque fue lo que comprendí de la canción y no me pareció tan buena. students’ responses to the use of songs palacios & chapetón no. 9 (july december 2014) no. 9 (july december 2014) 21 s12: some songs didn’t allow me to work well [in class] because it was difficult to me to understand the lyrics, but anyway i did all the activities. (final questionnaire, december 5)15 at the beginning, using songs with social content for enhancing literacy as a situated social practice motivated different responses among the students, including panic because the foreign language made them feel limited. the data revealed that at the beginning of the process the students felt scared or embarrassed due to the fact that their level of english was not very high; however, as the study advanced, they realized that the topics discussed in the songs facilitated and motivated their participation and interactions during the activities: s4: at the beginning, i thought it was going to be more difficult to express my opinions and to reflect because it’s a little bit embarrassing, but with the use of songs it gives an idea of how my life experiences are related to the songs. this gives me more self-confidence to express myself. (3rd interview, december 3)16 songs as a possibility to read the world considering chapetón’s (2007) definition of text as something that goes beyond the printed word, in this study, songs are understood as texts that allow students to read the world and be active agents in their immediate context and in the society. in this regard, the data showed that songs with social content could become a way to read and understand the world and through this reading, participate actively in the efl classroom. students had the possibility to state their critical positions in order to share their different perspectives about the way they see and understand what happens around them and in the world in general, as shown below: 15 s12: algunas canciones no me permitieron trabajar bien porque me era más difícil entenderlas, pero de igual manera realicé todas las actividades. 16 s4: al comienzo pensé que iba a ser más difícil expresar opiniones y reflexionar ya que da un poco de vergüenza, pero con el uso de canciones da una idea de cómo se relacionan mis vivencias con la canción dándome así más confianza al expresarme. students’ responses to the use of songs palacios & chapetón no. 9 (july december 2014) no. 9 (july december 2014) 22 s29: each person has a way to see the world, and these songs make you see the reality captured in the lyrics. they [the song lyrics] also make you take a position on issues that affect us in our everyday life. (student’ artifact, november 8)17 s12: each person sees the world in a different way, but this does not stop you to change the way you see it if you can create links with people you thought were different from you. (final questionnaire, december 5)18 as freire (1998) states, as teachers we have the responsibility of providing students with the tools for thinking critically about their real issues. here, we can see that songs allowed students to express their points of view, assuming critical positions and expressing how they see the world. we observed that students can question everything around them (giroux, 1994) in the process of reading the word and the world (freire, 2002) through songs in the efl class. through the class activities, students acknowledged that each person is different and has different points of view but this does not limit the construction of a relationship with the world they live in, reflecting upon it, and sharing their experiences: s1: gangs are part of our everyday life in the neighborhood but i think that those are disoriented guys that steal and rob and can’t control themselves, but if measures were taken everything could change, because anyway i have some friends who belong to gangs. (3rd interview, december 3)19 s6: the experience we had with the workshops was very enriching because of the way we could see the world. [i could] see how i am emotionally, if i could fix those situations, how could i fix them, and 17 s29: cada persona tiene su forma de ver el mundo y estas canciones hacen que uno pueda ver la realidad plasmada en letras y asumir una posición frente a los hechos que nos afectan, en nuestro diario vivir. 18 s12: cada persona ve diferente el mundo pero esto no impide que uno cambie la manera de verlo y pueda crear vínculos con personas que creía diferentes. 19 s1: las pandillas es el diario vivir en el barrio pero yo creo que ellos son muchachos desorientados que roban y atracan y no se controlan, pero si se tomaran medidas todo cambiaría, porque igual yo tengo algunos amigos que pertenecen a pandillas. students’ responses to the use of songs palacios & chapetón no. 9 (july december 2014) no. 9 (july december 2014) 23 see who are the ones next to me, who are the ones by my side, and all these through songs that are meaningful in my context. that is why i feel confident when presenting my class work and expressing my points of view. (3rd interview, december 3)20 students expressed that they wanted to be active agents in the society, constructing a better immediate world, making their learning process more useful, and taking part in class and the development of society. it is evident that students became aware of their important role in the construction of a friendlier environment. the data revealed that working with this type of activities made students conscious about things they can do that contribute to constructing and living in a better social environment from a more realistic perspective using songs as a possible way to read the world. s14: the activities were good because one can construct a better social environment from the content of the song that is from a different country, but that contains the reality of the world. (final questionnaire, december 5)21 data showed that when students read the world they used literacy as a situated social practice recognizing their surroundings, being critical of their own reality, and also emitting a judgment of the world’s current situation. when understanding the lyrics of the songs, students related the songs to daily life issues, and listened to their classmates’ points of views and experiences as they interpreted and expressed what they thought about a problematic situation: s40: my cartoon is like that, with two crossed guns, because gangs cross offenses, bullets, and everything they can to terrify. (students’ artifact, october 23)22 20 s6: la experiencia vivida con los talleres fue muy enriquecedora por la forma de ver el mundo, de cómo estoy sentimentalmente, de si puedo arreglar estas situaciones, de qué forma y quiénes están a mi alrededor, de quiénes son los que me rodean, y esto a través de canciones que son significativas en mi contexto y por eso siento confianza al exponer mis trabajos y puntos de vista. 21 s14: las actividades fueron buenas porque uno construye un mejor entorno social, a partir del contenido de una canción que además es de otro país, pero contiene la realidad del mundo. 22 s40: mi caricatura es así con dos armas cruzadas porque las pandillas cruzan ofensas, balas y todo lo que pueden para atemorizar. students’ responses to the use of songs palacios & chapetón no. 9 (july december 2014) no. 9 (july december 2014) 24 a student expresses what he thinks about the song making a reflection about his social and personal reality. (field notes, november 29) s4: when i understood the lyrics of the songs, which talk about cultural and social issues, i understood that i’m not alien to those situations. (students’ artifact, october 11)23 it was possible to see that students were interested in learning english through song activities that were meaningful for them and allowed them to express what affected their personal and social lives. on the other hand, students’ self-confidence was constructed because they liked songs with social content, and the activities that were implemented made them feel encouraged to read the realities of their worlds. since actual facts were present in the songs, and they were related to the students’ environments, students were able to make connections to their social realities and share experiences in a natural, spontaneous way. this social-situated reading and sharing encouraged participation and interaction in the efl classroom and promoted the construction of (better) relationships, as discussed in the next section. building relationships with peers this category shows how working with songs with social content can help students to build better relationships with peers and become self-confident regardless of their different points of view. when students developed activities with songs, they established better relationships with peers as they interacted from a different perspective. here, the construction of a relationship goes beyond the practice of the foreign language and grammar; it means social interaction when sharing readings of the world and joint construction in the efl classroom. s15: the experience with these workshops is very enriching because of the way one can see the world and the way one can share with classmates thus building a closer relationship through the songs and the topics brought up [by the songs]. (2nd interview, november 15)24 23 s4: cuando entendí las canciones que hablan de temas culturales y sociales comprendí que no soy ajena a esas situaciones 24 s15: la experiencia con estos talleres es muy enriquecedora en la forma de ver el mundo y de compartir con los compañeros creando así una relación más cercana a través de las canciones y las temáticas planteadas. students’ responses to the use of songs palacios & chapetón no. 9 (july december 2014) no. 9 (july december 2014) 25 students used songs to reflect on how they could contribute to solving social issues in their daily life interaction; they discovered that they had the tools to listen to each other, discuss through dialogic interaction, and create a better environment by recognizing that there are different ways to read the world, which even if not shared, are also important. thus, they acknowledged the fact that each person is different and has different points of view, which does not hinder the construction of a relationship with partners as can be seen in the following excerpts: s7: i can say that each person sees the world in a different way and that those songs, in certain moments, make you be more open to the opinions and life expectations [of other classmates] thus motivating me to be more coherent. (final questionnaire, december 5)25 s4: the way i see the world after working with the songs and discuss with my classmates is the same, but the difference is that now i know how others think. although the world is the same, i learned to see the difference understanding that i’m not the only one who is right, because there are a lot more thoughts/ideas that are different but are important as well. (3rd interview, december 3)26 s10: the activities are cool ‘cause they allow us to reflect upon each song and find the social content. besides, [the song contents allow me] to be more critical about my surroundings and be able to interact more with my classmates and have a better relation with my school surroundings. (1st interview, october 30)27 students stated that they were cautious to present their ideas and feelings about the topics of the songs, but at the same time, it was significant for them to construct their meaningful points of view 25 s7: puedo decir que cada persona ve de forma diferente el mundo y que estas canciones en ciertas ocasiones hacen que uno sea más abierto a las opiniones y expectativas de vida así motivándome a ser más coherente. 26 s4: la manera de ver el mundo después de trabajar con las canciones y discutir con mis compañeros es igual, sino que la diferencia es que ya sé cómo piensan los demás, aunque el mundo sea igual, aprendí a ver la diferencia entendiendo que no sólo yo tengo la razón. porque hay muchos pensamientos que son diferentes y también importantes. 27 s10: las actividades son chéveres pues nos permiten reflexionar sobre cada canción y encontrar el contenido social, y además a ser más crítica sobre mi entorno y así interactuar más con mis compañeros y tener una mejor relación en mi entorno escolar. students’ responses to the use of songs palacios & chapetón no. 9 (july december 2014) no. 9 (july december 2014) 26 for connecting with their classmates and being able to communicate in a meaningful way. in this respect, giroux (1994) states that critical pedagogy allows building up relationships among students and teachers and students. he states that relationships need to be based on reciprocal confidence and respect, and for this reason, they can interact in a better way. s31: songs with this type of contents help us to express our point of view from our daily school life making us be more [mature] (…) besides i can express without fear what i feel. (final questionnaire, december 5)28 the data also showed that students liked sharing their work with their partners because they considered they had the ability to do it, and that what they did was quite valuable. it was thus implied that students wanted to establish better relationships with their peers, and to do this, they expressed that they were careful to present their ideas and feelings. in addition, the activities not only made them recognize that they may share similar points of view (affiliation) but also allowed, facilitated, and motivated students to help each other (cooperation), creating supportive and affective ties among them: s1: with some of my classmates we shared [had the same] ideas without knowing until we started to develop the activities with songs. (3rd interview, december 3)29 s7: i’m not good at drawing but a classmate helped me, i just explained to him what i wanted. (students’ artifact, october 23)30 students constructed relationships with others when they felt confident in showing their work because they felt there was a respectful position towards others’ points of view. as previous experience with this particular group of students had shown, it was usual that students 28 s31: las canciones con ese tipo de contenido nos ayudan a dar nuestro punto de vista desde nuestra convivencia haciéndonos más personas (…) además puedo expresar lo que yo siento sin sentir temor. 29 s1: con algunos compañeros compartimos ideas sin saberlo hasta que empezamos a realizar las actividades con canciones. 30 s7: yo soy mala dibujando pero un compañero me ayudó, yo solo le expliqué lo que quería. students’ responses to the use of songs palacios & chapetón no. 9 (july december 2014) no. 9 (july december 2014) 27 did not respect others’ points of view, but the data demonstrated that during the development of the activities in this study, students assumed a respectful position towards their classmates’ ideas and opinions. this can be exemplified in the next excerpt obtained from the final questionnaire: s6: i like to share with my classmates because we interact in different forms[sic] and this kind of activities allow[sic] us to have different points of views. (final questionnaire, december 5) the data showed that students liked to share thoughts with classmates through dialogic interaction and using different song-related activities in the process of developing literacy as a situated social practice. this allowed them to be self-confident, taking into account their classmates’ voices and expressing what they felt, thought, and believed without any restrictions. data has revealed in this study that students can show active participation in social construction through a critical approach in the efl class. according to giroux (2001), literacy should be understood as a set of discourse forms and cultural competencies that make it possible to establish and recognize the relations and experience that exist between the learners and the world, all of this through interactions, in this case in the foreign language classes. conclusions after examining students’ responses and reactions to the use of songs with social content in the efl class, we can say that taking literacy as a situated social practice within a critical approach encouraged students to participate in a more active and critical way. it also helped them interact with their peers using music as an opportunity to share ideas, thoughts, and feelings in a comfortable, respectful environment. students showed a positive attitude towards the use of songs with social content which seemed to spark their interest in both participating in the efl class and learning the foreign language. the study showed that when songs are related to students’ real lives, they feel motivated, committed, and willing to take an active part in the class as it becomes enjoyable and meaningful. it was also found that using songs with this approach can have a facilitating role that helps students shorten the felt distance with the l2. students’ responses to the use of songs palacios & chapetón no. 9 (july december 2014) no. 9 (july december 2014) 28 results also indicate that using songs as a social-situated literacy practice in the efl class can trigger connections to real life issues allowing students to read the world, going beyond the printed word, and to express critical positions towards their reality. through the activities, the students were able to question what happens around them and to become active participants in society, sharing their experiences and expressing their points of view. one of the most salient findings of this qualitative action research is that using songs, framed within this critical approach, can be a powerful tool to build relationships among peers. the class activities allowed students to listen to each other, find similarities and differences in their opinions, help each other, and value their peers’ voices. consequently, they found themselves creating bonds with their classmates and most importantly, building up a respectful, comfortable, and friendly environment in the efl class. references baynham, m. 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(2000). guiding school improvement with action research. alexandria, va: ascd. authors *nilsen palacios holds a ba in modern languages (spanish and english) from the universidad distrital francisco josé de caldas, colombia and an ma in foreign language teaching from the universidad pedagógica nacional, colombia. he is an efl teacher for the secretary of education in bogotá at ied fabio lozano simonelli. *claudia marcela chapetón holds a phd in applied linguistics from the university of barcelona (spain), an ma in applied linguistics and a ba in english and spanish, both from the universidad distrital francisco josé de caldas (colombia). she is an associate professor at the universidad pedagógica nacional de colombia (colombia) where she teaches postgraduate seminars on tesol research. her research interests include reading, literacy as a situated social practice, critical pedagogy, metaphorical uses of language, and corpus linguistics. she has authored school and university efl teaching materials and textbooks. students’ responses to the use of songs no. 9 (july december 2014) no. 9 (july december 2014) 6 becoming language teachers: exploring student-teachers’ identities construction through narratives1 volviéndose profesores de idiomas: exploración de la construcción de identidades de docentes en formación a través de narrativas nancy maría torres-cepeda and bertha ramos-holguín2* universidad pedagógica y tecnológica de colombia, colombia abstract this paper reports on the findings of a qualitative narrative study. its aim was to analyze what student-teachers’ narratives unveiled about the construction of their identity as language learners, and the connections made with being future in-service teachers. this study, which was carried out with undergraduate students from a public university in tunja, was the product of permanent interaction and dialogue with student-teachers in their initial teaching experiences. narratives, in-depth interviews, and journals were used as data collection instruments. data were analyzed using the grounded theory approach. the results suggest that student-teachers construct and re-construct their identities as language learners and future teachers across classroom interactions and their empowerment through teaching and reflection. key words: identity; language learners’ identities; teacher identity; classroom interaction; second language acquisition. resumen este artículo presenta un informe de un estudio cualitativo-narrativo que tuvo como objetivo analizar qué develaban las narrativas de docentes en formación en relación con la construcción de su identidad como estudiantes de idiomas y su conexión como futuros profesores de inglés. este estudio, que se llevó a cabo con estudiantes de pregrado de una universidad pública en tunja, fue el producto de un proceso de interacción y diálogo permanente con docentes en formación sobre sus experiencias 1 received: february 23rd 2018/ accepted: march 12th 2019 2 nancy.torres9302@gmail.com; bertha.ramos@gmail.com torres-cepeda & ramos holguingist education and learning research journal. issn 1692-5777. no.18 (january june 2019). pp. 6-27. no. 18 (january june 2019) no. 18 (january june 2019) mailto:nancy.torres9302@gmail.com mailto:bertha.ramos@gmail.com 7 iniciales de enseñanza. se utilizaron narrativas, entrevistas en profundidad y diarios de campo como instrumentos de recolección de datos. los datos se analizaron utilizando el enfoque de la teoría fundamentada. los resultados sugieren que los maestros en formación construyen y reconstruyen sus identidades como estudiantes de idiomas y futuros docentes con base en las interacciones en el aula y su empoderamiento a través de la enseñanza y reflexión. palabras clave: identidad; identidades de los estudiantes de idiomas; identidad del maestro; interacción en el aula; adquisición de un segundo idioma. resumo este artigo apresenta um relatório de um estudo qualitativo-narrativo que teve como objetivo analisar o que revelavam as narrativas de docentes em formação, em relação com a construção da sua identidade como estudantes de idiomas e a sua conexão como futuros professores de inglês. este estudo, que se realizou com estudantes de graduação de uma universidade pública em tunja, foi o produto de um processo de interação e diálogo permanente com docentes em formação sobre suas experiências iniciais de ensino. foram utilizadas narrativas, entrevistas em profundidade e diários de campo como instrumentos de coleta de dados. os dados se analisaram utilizando o enfoque da teoria fundamentada. os resultados sugerem que os mestres em formação constroem e reconstroem as suas identidades como estudantes de idiomas e futuros docentes com base nas interações na sala de aula e a sua apropriação através do ensino e reflexão. palavras chave: identidade; identidades dos estudantes de idiomas; identidade do mestre; interação na sala de aula; aquisição de um segundo idioma torres-cepeda & ramos holguin no. 18 (january june 2019) no. 18 (january june 2019) 8 introduction in the field of education and research, there has been an increase in interest related to teacher identity. being involved in educative practices requires that the academic community understands a myriad of factors underpinning teaching and learning practices. when stakeholders, administrative staff, teachers and students are aware of who they are, what they need, and the factors influencing their teaching and learning processes on a daily basis, they are capable of making more informed decisions and implementing changes in the curriculum. teacher identity has been of great concern to teacher education (bullough, 1997) because it discovers the principles needed to better understand the nature of teaching and learning. identity has taken on various definitions in literature, but there is a common perspective that is shared by some authors. identity implies an ongoing, dynamic, complex, subjective, multifaceted, and contradictory process (beijaard, paulien, meijer, & verloop, 2004; flores & day, 2006; pavlenko & blackledge, 2004) in the construction and (re)construction of one’s core selves based on experiences, values, beliefs, and imagined representations in society. according to the subject’s position in distinct contexts, a sense of self or selves emerges to attribute meaning to a person’s lived experiences and emotions. most research studies on teacher identity have been conducted with inservice teachers, while few others have been carried out with student-teachers in second language acquisition (sla henceforth) environments. in the latter context, language student-teachers are enrolled not only in a process of acquiring the language per se, but also learning how to teach it. studentteachers also experience a large number of fluctuating issues as learners and as beginner-teachers. some of these fluctuating aspects are related to the transitional change between being a student and becoming a teacher. this transitional change is worth exploring and understanding in order to inform and encourage teacher education programs to foster contextualized teaching practices. this is because the transition from student to teacher is a dynamic, day-to-day process that implies changes, adaptations, and sometimes, dramatic experiences. these experiences make part of the construction and reconstruction of their selves as learners and future language teachers as well. since “learning to become an effective teacher is a long and complex process” (flores & day, 2006, p.219), student-teachers’ experiences can provide a descriptive understanding on these processes, which can help in making informed decisions in teacher education programs. therefore, teacher educators are emphatically required to open spaces for student-teachers to reflect and express about the essence of their education student-teachers´ identities construction torres-cepeda & ramos holguin no. 18 (january june 2019) no. 18 (january june 2019) 9 and future. several factors are involved in the construction of positions, perceptions, and understandings of what it means to become a language teacher in today’s society. this narrative study reports the insights of thirteen student-teachers in a process of identity construction as language learners and their connections with becoming future english as a foreign language (efl henceforth) teachers. the student-teachers are english language learners from a public university in colombia and who are on the path of becoming future english language teachers. in their daily academic endeavors, student-teachers face a myriad of challenges. they have difficulties with the linguistic and research components presented in their first semesters. once they advance in the teacher education program, student-teachers might struggle with the pedagogical component as well. when student-teachers are in their eighth semester, they start their english teaching experiences at schools. this means that student-teachers go through the transition of being students to being teachers. a change like this can invoke a combination of emotions in student-teachers, as it entails extra responsibilities and workload. thus, they experience physical and psychological adaptations. during this transitional process, we were able to converse with the student-teachers. we identified that student-teachers do not make their own decisions while planning their english classes, but rather they request support from the teacher educator and homeroom teacher at school. in this vein, teacher educators partake in the decision-making process of student-teachers. this implies a significant responsibility not only with the teacher education program, but also with the community. in such a way, teacher educators and student-teachers are invited to embark together on the path of learning to teach collaboratively as a common goal to be met. thus, reflection and dialogue play a crucial role in hearing student-teachers’ voices in order to analyze and make changes in the design of teacher preparation programs. by doing so, student-teachers’ needs are met as language learners and future efl teachers. having spaces for reflection, career guidance, and counselling are factors involved in the construction of identity learning (geijel & meijers, 2005). we believe that if student-teachers receive support in their vocational decision, they might assure their professional conviction and commitment as language learners and future teachers. given that in sla environments, discourse, interaction, and dialogue play a meaningful role, teacher educators might influence the ways student-teachers construct their identity as learners. such an influence in identity construction is mediated by discourses constructed amid the interactions carried out in the sla educational environment. discourses are written or oral texts that can be interpreted from student-teachers´ identities construction torres-cepeda & ramos holguin no. 18 (january june 2019) no. 18 (january june 2019) 10 different perspectives. participants make meaning from these interpretations which are constantly changing to contribute in identity construction. as discourses are sources to meaning-making and rich in subject knowledge, speakers might have the power to position the audience within different domains: learner, writer, participant, among others. this position influences the construction of identity of individuals. in the classroom, the speaker is the teacher who might position learners within discourse practices. language, identity and power are interconnected terms that have influences in shaping one’s identity. thus, discourse is a powerful tool to help student-teachers construct their identity as language learners. a discourse can change ways of thinking, elicit new perspectives of perceiving oneself as an individual, learner, member of a society, among others. in this vein, as language learners are immersed in an interactional environment mediated by discourses, these have influence not only over student-teachers’ meaningmaking process, but also over positions they assume as language learners and future teachers. then, discourses permeate the dayto-day academic endeavor of teacher educators and language learners in the learning and teaching processes. as identity is constructed and re-constructed by daily lived experiences, we believe that in a language learning environment, discourses are sources of thinking and re-thinking one’s identity. thereby, identity is constructed within diverse discourses or interactions (norton, 2011). from this, discourses need to emerge from suitable experiences from learners and teacher educators to better understand phenomena in the educational context. this understanding might lead student-teachers to reflect upon who they are as learners and future in-service teachers, what they expect from their teaching practices and their future professional goals to be met. suitable experiences are necessary in teacher education programs to approach a situated pedagogy, as sometimes the theoretical foundations offered to student-teachers are seldom related to real contexts, preventing student-teachers from tailoring these theories to practical teaching realizations (korthagen, 2010). in such a way, student-teachers’ experiences as language learners set spaces for reflection upon the necessity of contextualized teaching practices mediated by discourses. reflective practices provide insights on possible ways how student-teachers eventually ascribe themselves as future in-service teachers: reflective professionals. given that identity is constructed amid the dynamics of interweaving different domains such as discourses, interactions, reflection, identification, sense of belonging, and beliefs about knowledge constructed in sla contexts; identity construction relates to two main terms: personal epistemology and communities of practice. on the one hand, personal epistemology refers to the clustered beliefs and ways of thinking of student-teachers towards knowledge and knowing (hofer, 2001). personal epistemology encompasses student-teachers´ identities construction torres-cepeda & ramos holguin no. 18 (january june 2019) no. 18 (january june 2019) 11 elements such as “beliefs about the definition of knowledge, how knowledge is constructed, how knowledge is evaluated, where knowledge resides, and how knowing occurs” (hofer, 2001, p. 355). the previous elements constitute some dimensions in identity construction of student-teachers as they retake their past lived experiences as learners, they share their beliefs about knowledge and knowing in sla contexts, they evaluate their learning process in order to set prospects about themselves as future in-service teachers on the other hand, communities of practice emerge as a result of members’ interaction. a community of practice can be defined as the group of individuals who not only belong a community, but who share common interests, concerns and desires aiming to interact and learn from each other (wenger, 1998). the members of a community of practice construct altogether a social identity, which is framed by the common dimensions developed in such a community. in this study, student-teachers construct their language identity as they engage in a learning environment. they share the conviction and interest of becoming future in-service teachers, so they learn from each other in every interaction carried out in the sla environments. in such a community, student teachers have a sense of belonging, they feel identified with, and their voices are heard. thereby, discourses mediate the mutual learning occurring in the community of practice, which could unveil insights on “how collective discourses shape personal worlds and how individual voices combine into the voice of a community” (sfard & prusak, 2005, p.15). literature review identity in second language acquisition identity is defined as one’s core self (or senses of self). it is usually referred to as one’s identification with a particular social group, the emotional ties connected with that group, and the meaning one gives to that connection. a widely accepted view of identity is the one posited by pavlenko and blackledge (2004) that defines identity as “a dynamic and shifting nexus of multiple subject positions, or identity options, such as mother, accountant, heterosexual, or latina” (p. 35). on the other hand, norton (2000), well-known for her theories on identity and language learning, conceives identity as: …how a person understands his or her relationship to the world, how that relationship is constructed across time and space, and how the person understands possibilities for the future. i argue that sla theory needs to develop a conception of identity that is understood with reference to larger, and more frequently inequitable, social structures which are reproduced in day-to-day social interaction. (p. 5) student-teachers´ identities construction torres-cepeda & ramos holguin no. 18 (january june 2019) no. 18 (january june 2019) 12 in her more recent work, norton (2011) posits that identity, or subjectivity, as it is called under the poststructuralist framework, “is defined as multiple, contradictory, and dynamic, changing across historical time and social space” (p. 172). in other words, there is no “real me”. thus, the subject position is “constructed within diverse discourses or sites of practice” (p. 172). the methodology used to investigate identity and agency has been based on four methods: case study methods, narrative inquiry, ethnographic research and conversation analysis or discourse analysis; and, of course, any combination of these methods. actually, it would be fair to say that a combination of narratives from the participants (conversation, discourse, narratives, etc.), mixed with direct observation, would constitute an encompassing enough method to ascertain results that reflect both self-image and understanding of the participants’ own learning processes. in the first studies done on identity in the field of sla, the items related to identity were considered static, clear-cut variables to which individuals ascribed or were ascribed to in a non-problematic manner. these variables were age, gender, social class, ethnicity, language variety and place of birth. there were a number of studies that analyzed both how different identity groups were constructed by others and how their linguistic varieties were actually different (duff, 2012). “identity was operationalized as the degree or strength of ethnic or linguistics identification with one’s own (l1) group in relation to other groups” (duff, 2012, p.3). the main objectives of these studies (gumperz, 1982) were to identify how identity, especially linguistic identity, affected the way people learned and performed in l2 and how to optimize their performance in very specific interactions, like job interviews. when people are bilingual or immersed in contexts where more than two languages are spoken, they tend to affiliate themselves with one language. this affiliation was not static, rather it was dynamic. this also the true for identity, and in this case, linguistic identity. zentella (1997) argued that linguistic identity “is not a given, an automatic membership granted by birthplace, parentage or an accumulation of linguistic features, cultural artifacts or group customs with meanings that can be definitely interpreted” (p.3). therefore, individuals are constantly constructing their linguistic identity similar to the construction of social identities. in more recent studies (norton, 2010; duff, 2012), a more dynamic perspective on identity and identity related variables is being used. a concept that has been proposed is that of “possible selves”, instead of one static notion of “self”. genung’s (2002) account of her own experience as a chinese language learner proves that students start a course with expectations and different levels of expertise in the language they are trying to learn. however, the specific student-teachers´ identities construction torres-cepeda & ramos holguin no. 18 (january june 2019) no. 18 (january june 2019) 13 interactions that take place in the classroom restructure these expectations, redirect objectives, and provide informed results of the courses. defining someone by means of one identity feature, such as ethnic or social background, does not allow the possibility to see someone’s abilities, roles and acts of agency that might be personal and that would construct a more dynamic image of a “self”. learners can actually choose to play a role that identifies them and gives them a place in the classroom. those roles might be class clown, nerd, party animal, and many others. additionally, their academic results will most likely reflect those expected for players of these roles. theory of identity and classroom activities’ development literature suggests that a text does not have a single meaning as it is a product of a given time and context (locke, 2004). therefore, several meanings may arise from reading the text, which can change the interpretation of the identities of the participants. it is inevitable and necessary to state that one of the most important consequences of the current theory of identity for classroom development is that, provided the right context to discuss the meanings of a given text, a situation can be created in which the identities of the participants are changed. thus, the interpreter of the text, usually the teacher, possess the power to position the writer as a learner, rather than a knower, and vice versa. this fact can have huge implications for students, since they might feel empowered when their diverse voices are heard as valid accounts of reality represented in their narratives. needless to say, this process of empowerment will only enrich the discussion on the topic, as well as improve students’ participation and motivation toward the class and learning in general. furthermore, the theory of identity or subjectivity follows the poststructuralist term “investment” in identity construction. norton (2011) suggests that investment is different from motivation, since a student can be highly motivated to learn a language, but at the same time, not invested in the practices of the classroom. this can occur when she or he perceives the way in which the discourse is distributed or administered plays against her or his possibilities to develop further her or his linguistic skills. for example, if time for speaking is only allotted to people with above average linguistic skills, the student might think that this practice is highly discriminatory and will withdraw from participating in classroom activities, or even from the class altogether. since interactions are constructed every day in each class, it is important for teachers to be aware of the processes of identity constructed through interaction. for example, teachers can administer equal speaking time so as to not discriminate students because of their linguistic level, gender, age, student-teachers´ identities construction torres-cepeda & ramos holguin no. 18 (january june 2019) no. 18 (january june 2019) 14 ethnicity, etc. by taking these processes of identity construction into account, motivation, as well as investment, will be enhanced once learners feel their discourses and identities are respected and can be developed equally among everyone else’s (norton, 2011). in fact, teachers may not only ask themselves if students are motivated, but if the classroom language practices address students’ hopes and desires about the future. the concept of identity is not only important for classroom linguistic practices, but it is relevant for administrators and policy makers. they too must consider the fact that the essentially changing nature of teachers’ and students’ identities impact the effectiveness of the teaching-learning process. likewise, if teachers are actively aware of the complex, multi-layered nature of identity, they may improve not only motivation but also investment in their classrooms. methodology the research methodology is deliberately framed within a qualitative paradigm because emphasis was made on gaining deep and humanized understanding of the dynamic and complex process of student-teachers’ identity construction in classroom activities (norton & mckinney, 2010). this study followed some principles of narrative inquiry research, in which storytelling becomes a powerful tool to make sense of the world, to attribute meaning to experiences participants have lived. in other words, “humans are storytelling organisms who, individually and socially, lead storied lives. the study of narrative, therefore, is the study of the ways humans experience the world” (connelly & clandinin, 1990, p. 2). in such a way, trying to comprehend the other, the world, and one’s reality is the core of this research study to make sense of student-teachers’ stories. as gadamer (2002) states “it is not the word what we can see: it is the universe what we try to comprehend”3 (p. 68). context and participants this study was carried out with 13 student-teachers from a public university in tunja (colombia). they are enrolled in the eighth semester of the modern language program. this program focuses on educating future english language teachers. these studentteachers have just finished developing their linguistic skills, and they recently embarked on their first teaching experiences as part of the requirements for the english didactics i course. in the didactics i course, student-teachers are immersed in three areas: theoretical, pedagogical, and research. the pedagogical component was the 3 translated by the authors student-teachers´ identities construction torres-cepeda & ramos holguin no. 18 (january june 2019) no. 18 (january june 2019) 15 main component to be developed in this course. this aspect was displayed through the teaching experiences student-teachers had at the schools. during the process, they planned their classes adopting a given format, and they received feedback from the teacher educator who guided the course and the homeroom teacher at school. after that, they made decisions upon their lessons and continued teaching english at the schools. accounting for trustworthiness in this research study, a letter of permission to conduct the research study was submitted to the curricular committee of the modern language program. a consent letter was also given to student-teachers at the very beginning of the process. as confidentiality is a vital aspect in this research study, the researchers explained that the results of the research study had academic purposes only. also, student-teachers could request or ask for information about the status of the project when required. once they accepted to partake in the research study, we invited the studentteachers to assign themselves a pseudonym. data collection procedures narratives, in-depth interviews and journals were used as the data collection procedures in this research study. student-teachers wrote narratives, in the english language, during an academic semester. these narratives give an account of past and present experiences they had lived as language learners and initial practitioners at the schools. the writing process of the narratives was mediated by a practice of reflection and positioning of student-teachers towards their experiences as learners and future teachers. narratives can be defined as a set of consciously told stories which emerge from deeper stories people are not aware of. hence, every single story, true or fictional, portrays pieces of real experiences and beliefs (bell, 2002). these narratives also help the researchers understand and unveil hidden information that had not been brought up to the surface yet. in addition, narratives in language teaching and learning focus on unveiling lived and imagined experiences or stories (barkhuizen, 2014). although the literature does not specify the types of stories that encompass the idea of narratives, student-teachers were free to write life stories in relation to their past lived experiences as learners. in-depth interviews helped us gain a deeper, descriptive understanding of the narratives student-teachers had written. in-depth or face-to-face interviews can be defined as a staple means that facilitates negotiating exchanges between two interlocutors, and which are mediated by various contextual elements (oltmann, 2016). as in-depth interviews elicit an interactional reciprocity, data emerge as the result of individuals’ co-constructions carried out in diverse contexts (hayes, 2005). this data collection procedure allowed us comprehend student-teachers´ identities construction torres-cepeda & ramos holguin no. 18 (january june 2019) no. 18 (january june 2019) 16 the continually construction and re-construction of stories by the participants in their identity construction process. the in-depth interviews were approximately 30-40 min in length and were audiotaped and transcribed verbatim. data gathered from the in-depth interviews showed the student-teachers ability to make sense of their realities, beliefs, and day-to-day experiences in relation to their identity construction process as language learners and its connection as future teachers. the protocol for the in-depth interviews was delivered in spanish, the student-teachers l1. by doing so, a harmonic and natural environment was set which favored the student-teachers’ storytelling. in the same way, journals were means of promoting reflection and deepening understanding of reality (bain, ballantyne, packer, & mills, 1999). journals are not only mechanisms or tools that keep records of past events but are also sources for in-depth reflection. thus, journal writing “offers the opportunity for analytical thinking and self-analysis about what one’s personal stories conveys” (devault, 1997 as cited in barry & o’callaghan, p. 56). similarly, it is a way to empower student-teachers as language learners and future efl teachers (insuasty & zambrano, 2010) as a way to unveil their future imagined professional identity. student-teachers wrote journals on critical lived experiences that were found in their narratives with the aim to reflectively expand on the life stories presented. after gathering the information, it was organized, analyzed, and theorized as a way to give account for trustworthiness in data management. therefore, the following lines present the data analysis and findings of this research study, which emerged from the analysis across the three data collection procedures. data analysis and findings we followed a narrative analysis as the research method to profoundly comprehend the human dimension depicted through stories. this research method helps to understand a narrative by means of splitting it into critical fractions which play a meaning-making role in the whole narrative. in language learning and teaching, analyzing narrative data comprises four essential levels: content, form, context and thematic analysis (pavlenko, 2007). while analyzing the narratives we delved into significant and critical words the narrators used to tell their stories. we pursued the content of the narratives through a three-step dynamic analysis: structural, thematic, and interactional. firstly, in the frame of structural analysis, we paid close attention to the emphasis made on those words and the possible meanings emerging from them. this stage relates to the relevance of having spaces for human understanding through words and its connection to the world (gadamer, 2002). student-teachers´ identities construction torres-cepeda & ramos holguin no. 18 (january june 2019) no. 18 (january june 2019) 17 secondly, we focused on the content of the story per se. a “narrative can illuminate purposes, plans, and goals which are the forms by which our lives have some direction, motivation, and significance for us” (johnson, 1993, pp. 170-171). at this stage, this thematic analysis portrays what the story is about and its purposes and attributions behind it. thirdly, interactional analysis encompasses the dialogical perspective between the teller and listener. in this case, the narratives, the interviews and journals were significant means that gave place to interaction, interpretation, sense and meaning-making between researchers and narrators in order to unveil those invisible voices student-teachers had to tell. thus, “a life is not how it was but how it is interpreted and reinterpreted, told and retold (bruner, 1994, p.36). this procedure provided us with the opportunity to go in-depth through each narrator’s stories; aiming to interpret, re-interpret, construct and reconstruct meaning from narratives. two main thematic elements/themes emerged in order to respond to the research question, which was the following: what do student-teachers’ narratives unveil about their identity construction as language learners? constructing student-teacher’ identities through classroom interactions this first theme emphasizes the role student-teachers assumed as language learners and the connection they made with their future professional lives. student-teachers position themselves in between being a learner and becoming a language teacher. as sla classrooms are interactional and productive environments by nature, student-teachers highlighted the important role interaction played in their classroom as learners and in their contexts as beginner teachers. in other words, each situation the student-teachers had lived as learners was taken into consideration in order to establish connections with their teaching experiences at the schools. this assertion can be better described in the following excerpt: “i do not think just as a learner because i am becoming a teacher and it means to convey knowledge to other people in any context. becoming a teacher implies many factors such as treating people in the same way, helping others when they ask for help because i am not going to be just a teacher, i am going to be a friend, an advisor, a guide, but especially a model for my students”. (narrative, alisson) [sic] in this excerpt, alisson makes an explicit statement regarding her role as a student-teacher. she assumes a position of being a different teacher, a person who is on the path of changing the commonplace perspective of what being a teacher might imply. however, when she mentions the fact of conveying knowledge to others, she accounts for a notion of power in knowledge teachers student-teachers´ identities construction torres-cepeda & ramos holguin no. 18 (january june 2019) no. 18 (january june 2019) 18 have. at the same time, she expresses her desires for the future. she makes a special emphasis on becoming a role model for her students. when she highlights wanting to treat students in the same way, it highly relates to the dynamics of interaction in the sla classroom as a way to avoid discrimination. this can also reshape the expectations, beliefs, and perspectives studentteachers may have (genung, 2002). in this vein, student-teachers went through a dynamic process that took place on a day-to-day basis. little by little, they picked up elements from their teaching experiences as language learners and teachers. the student-teachers’ previous experiences as learners served as a source of reflection towards their future as language teachers. this reflection lead student-teachers to think of possibilities on how to deal with troublesome situations. therefore, having a first-hand contact with the educational environment provided the studentteachers with a meaningful panorama of the circumstances they will face as future in-service teachers. thus, student-teachers reflected upon the near future, projecting themselves as language teachers. “one of my hobbies is reading. i love going through the world books present us. in my free time, i sit down on my couch to read, i have a cup of coffee and get relaxed. i have realized that in books theories and activities about teaching appear to be very positive, everything is very beautiful and there are methodologies with super effective strategies. however, when these theories are addressed in real contexts, you have to take into account not only the methodologies, but also everything happening around every single student”. (interview, antonela) reading between the lines, antonela acknowledges that there is a dissonance among theories, activities, methodologies and the real-world context. this becomes her greatest concern and worry as a future efl teacher. she states that it is expected that teachers take into consideration a myriad of factors affecting each individual student and the way it can impact his/her classmates. in relation to this, anspal, eisenschmidt, and löfström (2012) point out that, “worries and fears are related to ability to cope with real classroom situations. the student-teachers have acquired some pedagogical knowledge and skills, and begin to wonder how these are to be applied in real teaching situations” (p. 206). this explains why antonela questions the existing gap between the information (theories and activities) provided in books and the way it should be extrapolated in real teaching contexts. the gap between theory and practice appears to be a common component in studies conducted with pre-service teachers. “when i was a child, i wanted to study many things, but i did not have any clear idea on what i wanted to study. today, i have the marvelous opportunity to walk on the path of education to become an english student-teachers´ identities construction torres-cepeda & ramos holguin no. 18 (january june 2019) no. 18 (january june 2019) 19 teacher. life has taught me a lot on this long way. in my teaching lesson, i interact with students and they say: why do i want to learn english if in my house i do not have what to eat, i do not have basic supplies. then, i get shocked with those situations and stop worrying and seeing language learning as the unique goal to meet”. (journal, paquita) in her teaching experiences and through her interactions with her students, paquita finds that her students have a lack of interest in learning english. her students do not identify with the subject, nor do they see any benefit from having to learn it. they are more concerned with their daily living situations as they relate to the basic human necessities of life (maintenance, housing, among others). this circumstance changes her prior conception of students’ reality and motivation towards learning english. this interpretation matches a justification in cattley’s (2007) words, when she affirms that “their own teaching experiences challenge students’ existing thinking – an important element in developing professional identity” (p.254). it is through teaching experiences and interactions in the classroom that student-teachers can analyze and try to understand the context and circumstances their students live in. thus, meeting students’ needs, and personal priorities become more relevant for teachers rather than having their students learn english. in accordance with the aspects described above, another participant narrates some important insights and situations lived as a student-teacher working at the schools. “i have heard this profession is not well-paid, people say this profession is not quite important in having a social-status. ok, they can have reason in what they think and say, but to me, it is one of the most privileged professions. i learn every day from my students and i live gratifying moments. it is cool to see when the students come by and tell you ‘i really liked the class, i loved the material that you brought, it was a very nice class’. these things create an atmosphere of trustworthiness and that is very gratifying, it motivates me to continue on this path”. (narrative, milu) by the same token, milu expresses her gratification and happiness when she receives approval for her lessons from her students. this increases her confidence and motivation to continue striving to do her best in her profession as a future efl teacher. thus, it can be suggested that real life teaching experiences contribute to studentteachers’ awareness of the conditions of their future working environments, students’ needs, challenges, and gratifications when teaching. in this sense, student-teachers experience ambivalence framed under two main dimensions: previous experiences as learners and real teaching experiences. student-teachers´ identities construction torres-cepeda & ramos holguin no. 18 (january june 2019) no. 18 (january june 2019) 20 given that “language teacher identities are constantly evolving and are developed through pedagogical practice” (barkhuizen, 2017, p.9), studentteachers’ identities as learners and future teachers are constructed daily through the interaction and negotiations that take place in the classroom. at the same time, these identities become part of their self-images as teachers. student-teachers’ empowerment through teaching and reflection the second theme encompasses some attributions and meanings to their initial teaching immersions. student-teachers asserted that their identity as learners underwent a process of change when they started teaching and reflecting upon their own teaching experiences. previously, they had some beliefs about education and perceptions regarding their teacher educators. while teaching at the schools, they started to re-shape their beliefs, perceptions, desires, and realities. in other words, their identities as learners were being reconstructed, and this created a closer connection to their role as future teachers, as illustrated in the lines below. “i have been able to understand that teaching gives you power and with power we change society”. (journal, socrates) “returning to nelson mandela, education is the strongest weapon we can use to change the world. thus, you end up seeing your students as granites to encourage all these things like critical thinking by taking advantage of all those controversial issues in our society to promote critical thinking in our classrooms. it is with these critical teachers that little by little we change our students’ way of thinking: that is the essence of education”. (interview, alisson) explicit emphasis was made on changing minds, ways of thinking, and the idea of what being a teacher entails. this is an appropriate momentum to start thinking about education as a tool to change society, which i applaud because a current change in education is urgent. this concept on education emerged along with a conscious, rigorous, and reflective process. accordingly, schön (1983) pointed out the importance of understanding and improving how we teach by reflecting on our own experiences. accordingly, giroux (1988) noted that teachers are “transformative intellectuals when they combine reflections from their pedagogical labor with their role of teachers by fostering those reflections in their students and also when they show them how to be critical in what they do” (p.122). alisson expresses her optimistic vision towards education and highlights the role teachers have to transform the way of their students’ think. she further asserts that the “real” essence in language teaching has to do with problematizing student-teachers´ identities construction torres-cepeda & ramos holguin no. 18 (january june 2019) no. 18 (january june 2019) 21 issues in education by accounting for “controversial aspects in society”. in the same way, she metaphorically suggests that teachers need to be active agents in society in charge of generating multiple, meaningful initiatives of change, which could be developed along with their students. another emerging and vital aspect, in teaching and education in general, is connected with the contributions of research in these fields. “the most important in teaching english as a foreign language is innovation and the only way for innovating is through doing research, researching theories and how english teaching methods have worked in other contexts. also, i like to bear in mind meaningful learning, to set students in a real context, if they are not in a real context learning won’t be meaningful and they will forget what they have learned”. (lusiana, narrative) [sic] “in research, i have found a way to discover and reflect on new realities, to explore new contexts and gain a better understanding of them”. (interview, mary) by doing a careful analysis of these excerpts, research appears to be a crucial component in teaching english as a foreign language. by means of doing research, these two student teachers find alternative ways to explore, understand, reflect, and act upon distinct phenomena occurring in their new, immediate teaching contexts. that is to say, they have an optimistic vision towards using research as part of their endeavors. therefore, research is understood as a strategy to take action after reflecting about a current situation. this concept of research is strongly opposed to the one described in an investigative study done by xu (2014). this author reports that teachers have a misconception about research, and they assure that time constraints prevent them from reading and conducting research. in this regard, the author does not agree with the reasons proposed by the teachers. rather, she affirms that these teachers were not sufficiently aware of the nature of teaching. in the end, the author suggests that teachers should not separate themselves from research, but rather, see it as part of their teaching practices (xu, 2014). in this case, studentteachers highlighted the relevance research has as a means of promoting spaces for reflection, action, change, and innovation in teaching. with this notion, student-teachers start positioning and empowering themselves as language learners and future teachers. student-teachers´ identities construction torres-cepeda & ramos holguin no. 18 (january june 2019) no. 18 (january june 2019) 22 conclusions there were several critical factors influencing the ever-changing dynamics in the construction of student-teachers’ identity as language learners and future teachers. accounting for students’ inner insights in their first teaching experiences is a common constituent of great concern for teacher educators. thus, student-teachers constructed or re-constructed their visions, perspectives, and beliefs on what it means to become a teacher. they suggested that becoming a language teacher goes beyond the subject matter. it entails recognizing the human being as a “persona” in all aspects of the sla environment: activities, interactions, role play switching, and meaningmaking processes. in this respect, student-teachers imagined themselves as language teachers who care about their pupils’ learning process and human dimensions. in addition, taking actions based on reflection was an integral part of the student-teachers’ path to defining, constructing, and accepting their attached meanings as learners and future efl teachers. student-teachers’ prior experiences as language learners with different teachers comprised a dynamic and shifting process in which harmonic and complex momentums were lived. teachers were significant agents who contributed, in a complete sense of the word, to student-teachers’ decision and meaning-making process with regards to the type of teacher they would like to become. in doing so, they went through a dynamic process that took place day-to-day in which they were picking up little by little some components from their teachers. the dimensions or aspects taken from teachers were confirmed, rejected, and/or extrapolated to their own teaching experiences, some others remain as imagined aspects to revive in the future. equally important, prior experiences as language learners helped student-teachers either increase or decrease their motivation to become teachers. however, student-teachers understood every teaching-learning session as an opportunity to grow personally and professionally. besides that, they became more aware of the inequalities, disparities, and challenges in the various educational contexts as a way to envision themselves towards their future working environment. the fact of raising awareness changed future efl teachers’ vision of education and encouraged them to re-think their roles as future teachers. ideologies and perspectives integrate the definition of “self” when answering the question “who am i?”, which articulate to the multiple “identities”. a post-method perspective of teaching was recognized and acknowledged as crucial in the teaching of english. this explicitly has to deal with the bases of critical pedagogy, through which student-teachers expressed their affiliation within a transformative and emancipatory practice through the teaching of english. thereby, teaching was drawn beyond structural boundaries of student-teachers´ identities construction torres-cepeda & ramos holguin no. 18 (january june 2019) no. 18 (january june 2019) 23 language where students “come to see the world not as a static reality, but as reality in process, in transformation” (freire, 1970, p. 71). studentteachers construct their identities as future teachers taking into consideration their previous experiences as learners. they affiliate their future professional teacher profile with a previous teacher they admire or identify as a role model teacher. student-teachers construct, de-construct, and re-construct their projected identities according to the experiences they live day-to day. they make emphasis on becoming teachers who are characterized by their commitment in education to grow personally as well as professionally. pedagogical implications and further research writing life stories is a time-consuming task for student-teachers, but it is worth doing because they come up with happenings that lead them towards a reflective process on what teaching really entails. this process should take place in earlier semesters to have a more consolidated perspective of teaching and learning at the moment of going to schools for first time. also, it is important to avoid student-teachers experience a dramatic change from being a learner to being a teacher from one day to another, and without having a clear understanding of the factors involved in real teaching contexts. student-teachers, pre-service, and in-service teachers are invited to go through an introspection process, by means of storytelling, to gain a deeper understanding on their roles they have as transformative agents in society. it is necessary to embark on the path making a transformative progress in each individual’s life to stop perpetuating ways of colonizing people in education. looking into the future, there is a need to delve into research with regards to student-teachers’ identity construction since the very first moment they enroll in the initial teacher education program in order to unveil how they feel as language learners, and how the program per se permeates their identities as learners and future teachers. student-teachers´ identities construction torres-cepeda & ramos holguin no. 18 (january june 2019) no. 18 (january june 2019) 24 references anspal , t., eisenschmidt, e., & löfström, e. 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(2007). autobiographic narratives as data in applied linguistics. applied linguistics, 28 (2), 163-188. schön, d. (1983). the reflective practitioner: how professionals think in action. new york: basic books. sfard, a., & prusak, a. (2005). telling identities: in search of an analytic tool for investigating learning as a culturally shaped activity. educational researcher, 34 (4), 14-22. wenger, e. (1998). communities of practice, learning, meaning, and identity. new york: cambridge university press. xu, y. (2014). becoming researchers: a narrative study of chinese university efl teachers’ research practice and their professional identity construction. language teaching research, 18(2), 242-259. zentella, a. c. (1997). growing up bilingual: puerto rican children in new york. malden, ma: blackwell publishers. student-teachers´ identities construction torres-cepeda & ramos holguin no. 18 (january june 2019) no. 18 (january june 2019) 27 authors *nancy maría torres-cepeda holds an m.a in language teaching and a b.a in modern languages spanish-english from universidad pedagógica y tecnológica de colombia. she is a full-time english language teacher at el divino niño school in the state of boyacá, colombia. she is also a member of the research group tongue at universidad pedagógica y tecnológica de colombia. as part of the research group tongue, she has authored and coauthored research academic papers as a result of her research interest in efl learning and teaching. her research interests encompass teacher identity construction, critical pedagogy, and material development. orcid: http://orcid.org/0000-0003-2512-8599 bertha ramos-holguín holds a ph.d in education sciences from universidad pedagógica y tecnológica de colombia (uptc), an m.a in applied linguistics to the teaching of english as a foreign language and a b.a in modern languages from universidad distrital francisco josé de caldas. she is currently a researcher and an english professor in the school of languages at uptc. as part of the research group tongue, she has authored and coauthored research academic papers and english textbooks as a result of her research interest in efl learning and teaching. she has also been part of diverse academic and scientific committees in tertiary institutions in colombia. orcid: http://orcid.org/0000-0003-4468-1402 student-teachers´ identities construction torres-cepeda & ramos holguin how to reference this article: torres-cepeda, n. m., & ramos-holguín, b. (2019). becoming language teachers: exploring student-teachers’ identities construction through narratives. gist education and learning research journal, 18, 6-27. https://doi.org/10.26817/16925777.441 no. 18 (january june 2019) no. 18 (january june 2019) http://orcid.org/0000-0003-2512-8599 http://orcid.org/0000-0003-4468-1402 https://doi.org/10.26817/16925777.441 _hlk517687097 215 efl teachers’ professional development: towards a counterpart of the english language supremacy1 desarrollo profesional de los docentes de inglés: hacia una contraparte de la supremacía del idioma inglés aura maría estacio and jennyfer paola camargo cely2 universidad distrital francisco josé de caldas, colombia abstract this article aims at contributing to the ongoing discussion about the english language supremacy and its influence in the efl field. the theoretical discussion presented is retrieved from the literature reviewed in the development of the authors’ master thesis, where it was possible to identify that there are ideological, economical, and sociopolitical aspects immersed in the decision to learn and use english, having as a result that efl teachers’ educational decisions and practices have been affected. thereupon, the main contribution of this reflection article is, then, to explore from a theoretical perspective, a resistance discourse that promotes professional development by understanding and reflecting upon the colonial ideas in which this foreign language teaching has been immersed over the years. key words: english supremacy, colonial discourse, professional development, nes vs nnest resumen este artículo tiene como objetivo contribuir en la discusión continua acerca de la supremacía de la lengua inglesa y su influencia en el campo de la enseñanza del inglés como lengua extranjera. la discusión teórica presentada es tomada 1 received: march 31st 2018/ accepted: october 30th 2018 2 auram71894@gmail.com; jennifercita193@gmail.com learning analytics to improve reading skills gist education and learning research journal. issn 1692-5777. no.17 (july december 2018). pp. 215-229 no. 17 (july december, 2018) no. 17 (july december, 2018) 216 de la literatura revisada durante el desarrollo de las tesis de maestría de las autoras, en donde es posible identificar la existencia de aspectos ideológicos, económicos y sociopolíticos inmersos en la decisión de aprender y usar la lengua inglesa que han afectado las prácticas y decisiones de los profesores de inglés. en este sentido, la contribución principal de este artículo de reflexión es explorar desde una perspectiva teórica, un discurso de resistencia que promueva el desarrollo profesional docente por medio del entendimiento y la reflexión acerca de las ideas coloniales inmersas en la enseñanza de ésta lengua extranjera a lo largo del tiempo. palabras clave: supremacía inglesa, discurso colonial, desarrollo profesional, nes vs nnest resumo este artigo tem como objetivo contribuir na discussão contínua acerca da supremacia da língua inglesa e a sua influência no campo do ensino do inglês como língua estrangeira. a discussão teórica apresentada é tomada da literatura revisada durante o desenvolvimento das teses de mestrado das autoras, donde foi possível identificar que a língua inglesa tem predominado sobre outros idiomas devido a aspectos ideológicos, econômicos e sociopolíticos. como resultado, a diferenciação feita entre nes / nnes (falante de inglês nativo e não nativo) tem incrementado, afetando as práticas e decisões dos professores de inglês como língua estrangeira (camargo, 2017; estacio, 2017). neste sentido, a contribuição principal deste artigo de reflexão é explorar desde una perspectiva teórica, um discurso de resistência em termos de desenvolvimento profissional docente para entender, refletir e atuar frente às ideias coloniais imersas no ensino desta língua estrangeira ao longo do tempo. palavras chave: aprendizagem invertida, aprendizagem ativa, papel ativo, efl, percepções efl teacher’s professional development estacio & camargo no. 17 (july december, 2018) no. 17 (july december, 2018) 217 introduction throughout history, teaching and learning have been assumed as single processes with a beginning and an end (wenger, 1999). under this assumption, a linear view of pedagogical approaches and methodologies have been embraced regardless of individuals’ realities and experiences (ayala zárate & álvarez, 2005; fandiño-parra, 2014; gonzález, 2007; guerrero, 2008). this view has been reflected mainly in policies, metrics, training programs, and curriculum designs aiming at outlining and controlling the society (popkewitz, 2000). in view of the above, language has been a determinant factor in the construction of that “pre-conceived” society, since its dynamic nature-created, understood, shaped, and validated within a community in a specific context by means of interactionhas allowed some nations to take control over others and assure a privileged position in regards to politics, economy, and sociocultural issues (fairclough, 2003). as a result, english as a foreign language gained the distinction of being a global language (crystal, 2003) and was quickly spread along with certain practices and ideologies-that has not only had a linguistic impactbut also sociocultural implications (camargo, 2017; estacio, 2017). in this sense, language policies adopted by governments from monolingual contexts as colombia, meant to spread the english language under the premise of allowing non-native speakers (nnes) to have access to a world ruled by globalization where they can communicate and break boundaries of language and culture (bruttgriffler, 2002). yet, the distinction made between native and non-native speakers has affected not only the attitudes of all the actors involved in english education towards the language, but has had an impact on the teaching and learning language practices around the world (bhowmik, 2015; ramanathan, 2013). these effects can be easily recognized in monolingual countries where the mother tongue and other languages spoken in these countries have been suppressed or displaced by english (tollefson, 2000; ryan, 2010) so their citizens can be considered as bilinguals. notwithstanding, the conception of bilingualism held by countries such as ours, was reduced to the fact of speaking english as it has been stated by different authors (guerrero, 2008; usma, 2009; de mejía, 2011; ordoñez, 2011; escobar, 2013; sánchez & obando, 2008). as a consequence, nnes in general have faced struggles towards the ownership of the language and the recognition of speaking it, being forced to “hide their intellectual efl teacher’s professional development estacio & camargo no. 17 (july december, 2018) no. 17 (july december, 2018) 218 and communicative capabilities under a bushel” (kohn, 2011, p. 71) which means that their intellectual capabilities are being disregarded when they decide to use their mother language instead of english. moreover, camargo, (2017) and pineda (2001) have said efl teachers’ decisions on methodology, curriculum, syllabus and material design have been limited, as their role has been relegated as of trainers since nes are believed to be the source of understanding and capability in terms of efl educational practices. however, by thinking about the historical and sociocultural implications of certain decisions, efl teachers are called to resist colonial and hegemonic discourses so as to transform their educational practices and endorse their professional development (camargo 2017, estacio, 2017). thereby, in this reflective article, we intend to ponder upon the ideological and social background of the english language to first, understand how it has become into the artifact to trigger sociocultural ideas on its users, and secondly, the effects its supremacy has had in efl teachers and the way of resisting them. ideological and social background of a hegemonic language as previously stated, considering english as an international language, may have implications in the linguistics field, however, as authors such as mahboob (2005) have stated, it also has cultural, political and economic implications. ergo, it has been mostly promoted as the one that allows people to build society and to fetch better economic and academic prospects (barkhuizen, 2002). considering mignolo (2009), the colonial expansion of the british and american population to different territories around the world in the 18th and 19th centuries had a powerful impact regarding the imposition of the english language in territories where the mother tongue was a different one. to start with, the policies set in the field of education by the colonial powerscontrolled the intellectual production in the english language while dismissing the one given in the vernacular ones (quijano, 1992). this decision in view of pennycook (2004), had not only linguistic implications, but it has also caused struggles for dominance against other languages. then, around the i world war, it was felt in such a manner that languages were one of the roots of international conflict, that private institutions started to pay for academic exchanges between the us and the countries involved in the war. the intention was to join efforts to devise simplified forms of english and make easier international efl teacher’s professional development estacio & camargo no. 17 (july december, 2018) no. 17 (july december, 2018) 219 understanding (ninkovich as cited in phillipson, 1992). hence, knowledge regarding this language was crucial for studying fields such us science, technology and engineering (white, 1965), and its active use for different social purposes, shaped the discourse in which the native speaker is seen as the ideal speaker in the educational sphere (estacio, 2017). in this sense, native english speakers (nes) -specially from north america and englandgained a privileged position in the language teaching field based on the fact that the language variation they used, was considered as the epitome and the gold standard (walkinshaw & oanh, 2014). thereby, they were assumed to be the correct way of speaking and the basis of the language teaching (davies, 2003). moreover, at the end of the world war ii, the idea of an ideal variation, mostly diffused by the british council, allowed domination and ideological control as the language was molded for political and ideological plans (canagarajah, 1999). similarly, it aimed at publicizing a general understanding of the british culture, which in view of phillipson (1992), meant nothing but to make foreign speakers anglophiles under the ideal of being accepted in an eminent society by means of using a british english variationsymbol of power and educational status worldwide (shohamy, 2006). because of that, propaganda activities in the outer circle countries (kachru, 1985) were frequently carried out by a body of executives and educational experts belonging to the british council. as a result, this institution started to be treated as the supreme authority in the efl sphere, a premise that up to now, is considered to be unmistakable. bearing this in mind, it can be said that the aim of this entity has not only be given in terms of education but also economy, commerce and governmental ones. whence, teaching and learning english has been seen as a means to commercialize english books, advertise a culture, and embrace a definite accent variation. from this perspective, a phenomenon called “schizoglossia” appeared among nnes. it derived from the notion of not having an accent as good as the standard one so, they need to simulate and reach the native-like accent to improve their communication and of course, avoid linguistic misunderstandings (baker, 2006). this led to the imposed belief of having a standardized language that allows both nes and nnes to communicate “ideally” (crystal, 2003). however, this language standardization grounded on ideological structures aiming at preserving the perfection and purity of the language (lippi-green, 2012) has also looked forward reproducing homogeneity efl teacher’s professional development estacio & camargo no. 17 (july december, 2018) no. 17 (july december, 2018) 220 in social behavior (guerrero & quintero, 2009). as a result, these hegemonic ideas by being experienced as absolute reality, have influenced the thoughts, decisions, and actions of all the actors involved in the language field (tollefson, 2000). hence, based on the historical facts previously described, it is possible to see that the predominance of a language variation that exists nowadays, is rooted on different events along the history that have placed the native variation in a privileged position as opposed to the non-native english variations. the nes / nnes dichotomy: implications in the efl field considering the above, there are ideological and social choices immersed when making the decision to learn and use english. such choice draws upon the new capitalism notion, in which an excessive consumerism and competition are the result of an economic system that has had incidence towards the way english language should be taught, learned, and spoken (fairclough 2003). for instance, methodologies and materials created by nes are used in nnes nations as the perfect recipe to make learners speak the language, but those materials offer not only a linguistic knowledge but also, a socio-cultural lifestyle that nnes want to replicate. in accordance with foucault (2005), education is the chief tool to effect power through systems of knowledge. thus, theories, methodologies, curricula, materials and topics, are used as pillars for molding educational actors’ view of the world (popkewitz, 2000; gonzález & sierra, 2005). subsequently, teaching and learning english has been portrayed as the only solution through which citizens from the outer and expanding circles (kachru, 1985) can access to a “qualified” education to then obtain a well-paid job, great opportunities, and of course, a more desirable life, similar to the ones developed nations have (camargo, 2017). however, tollefson (2000) reported that for the citizens who belong to the inner circle (kachru, 1985), the economic value of having english as their mother tongue means inordinate opportunities in education, business and employment (usma, 2009; valencia, 2013). on the contrary, the spread of english presents a huge obstacle in the same areas for the ones who have to learn the language since their diverse linguistic varieties are not recognized as legitimate, reason why they have to be constantly evaluated (kohn, 2011). in the same line of though, lowenberg (as cited in bhowmik, 2015), asserted that notwithstanding nes and nnes interactions are efl teacher’s professional development estacio & camargo no. 17 (july december, 2018) no. 17 (july december, 2018) 221 more frequent in international communication nowadays, the elt field keeps on choosing native variations (american and british) as the main language of teaching, strengthening the idea that nes [regardless of their professional background] will ensure the learning process, as the native accent is a determinant factor to learn the language (sánchez & obando, 2008). this misconception indeed, has had several repercussions on efl teachers who have always been blamed, questioned, and even replaced (adriana gonzález, personal communication, june 6, 2015). likewise, non-native efl teachers’ notion of expertise in terms of curriculum and materials design has got narrowed and minimized because of the existence of beliefs in which native speakers represent a source of knowledge and skillfulness in terms of english language pedagogy (camargo, 2017). as a matter of fact, researchers in countries where english has been taught and evaluated under already defined standards have discovered similar findings. for example, muthanna & karaman (2011) stated teachers’ beliefs concerning efl education were dismissed as have scarcity of well-defined standards and philosophy statements. what is more, education policy-makers disregarded the ideas and strategies suggested by teachers’ in order to improve the efl curriculum in yemen. alike, jóhanneson et. al (2000) affirmed teachers’ notion of expertise got narrowed as there are pre-defined standards and goals; and barkhuizen’s (2002) study showed that when decisions about educational issues are made, teachers and students’ points of view are often ignored, though these last ones have a preference for studying english over the native language since it has been said, would give them better life opportunities. as seen, these discourses and practices have voided teachers’ role as designers, managers and evaluators of curricula and materials (camargo, 2017). besides, local research into bilingualism and foreign languages pedagogy is overshadowed (de mejía, 2004). likewise, it has had a great influence on the way english is being taught in educational institutions (guerrero & quintero, 2009; p. 137). hence, the efl professional development term under this perspective, has been limited to the conceptions of teacher-training programs in which the emphasis is on reviewing and memorizing approaches, methodologies or theories that others had developed at the time of increasing teachers’ proficiency in the foreign language (gonzález, 2009; guerrero, 2008). efl teacher’s professional development estacio & camargo no. 17 (july december, 2018) no. 17 (july december, 2018) 222 indeed, most if not allof the updating/training programs are offered by foreign entities and nes, who as previously mentioned, are chosen over efl teachers for their “proper” pronunciation, perpetuating the conception of neutrality given to the native variation (guerrero & quintero, 2009) and validating the notion that there is one way of teaching notwithstanding of contexts, realities and learners. as a result, efl educational actors are subjected to learn and teach this language while being positioned as followers (camargo, 2017). developing the supremacy counterpart although the linguistic imperialism and dominance of the english language has lasted and affected diverse aspects, there is a desire to combat it. the thesis of a counterpart to the supremacy of english as a means to resist hegemony has in fact emerged from many places around the world and has sought balancing the theory-practice dichotomy and encouraging educators to continue growing both professional and individually by means of reflecting and sharing upon educational theories and practices (díaz-maggioli, 2012). paradoxically, as phillipson (1992) states, not only efl teacherresearchers have been part of the protesting group, but also some scholars from the core and periphery circles (kachru, 1985). graddol (2006) for example, forecasted in his study the end on the foreign language teaching grounded on native speaking models by bearing in mind the current quantity of non-native speakers using the language for academic and non-academic purposes. alike, kohn (2011) stated the domination perpetuated by economically and socially empowered countries is crumbling as nnes have astonishingly increased in numbers. in monolingual contexts, camargo (2017) for instance, evidenced how efl and self-contained teachers become main characters in the education process by questioning, reflecting, and visioning, an outcome supported by nielsen, triggs, clarke & collins’ (2010) who asserted peer dialogue generates new alternatives to think about the teaching practices and their work with their peers and got self-empowered. similarly, estacio´s (2017) study, evidenced that some educational institutions are taking into account the real needs of language learners by including the use of nonstandard variations and intercultural contact situations, as they are acknowledging the intelligibility of the language rather than the native standard (levis, 2005). in such a way, they can implement more realistic pedagogical approaches in which the efl teacher’s professional development estacio & camargo no. 17 (july december, 2018) no. 17 (july december, 2018) 223 language is seen in real situations that may happen in actual interactions where nnes-nes exchanges are commonplace. thence, pedagogical aspects such as curriculum, teaching practices, and educational standards can be modified through reflection and bearing in mind the real world of english communication (shusterman, 2000). hitherto, it seems the world will eventually overcome the comparison between native and non-native speakers’ norms and accents by taking into account the geographical characteristics and by giving priority to the relevance and intelligibility in the language as advocated by seidlhofer (2011). conclusions taking into account the theoretical discussion held in this reflective article, it seems essential for the educational field to comprehend the political, economic, and historical background of the english language to reflect upon the implications of those decisions in the efl practices. considering the arguments presented in this article, it can be asserted that the supremacy of the english language has being mostly linked to economic commodities, favoring this language over others. what is more, the endless differentiation made between nes and nnes linguistic variation, has had serious implications in terms of teachers’ professional development since it has been mainly understood as to formal education programs instead of pedagogical spaces of sharing and discussing initiatives concerning the teaching-learning the language. nevertheless, it was shown educators that can resist these discourses of homogenization and colonialism by reflecting, understanding, and being involved in the creation of curricula, methodologies and educational guidelines that draw upon the real world of english communication notwithstanding the native or nonnative speakers’ labels. bearing this in mind, this reflective paper not only calls attention to the need of making efl teachers aware of the discourses and practices behind the teaching-learning english process, but it also highlights the acts of resistance that have emerged in the elt and efl fields for deprivatizing our pedagogical practices. efl teacher’s professional development estacio & camargo no. 17 (july december, 2018) no. 17 (july december, 2018) 224 references ayala zárate, j., & álvarez, j. 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(2013). language policy and the manufacturing of consent for foreign intervention in colombia. 27 profile vol. 15, no. 1, april 2013. issn 16570790 (printed) 2256-5760 (online). bogotá, colombia. pages 27-43. walkinshaw, i. & oanh, d (2014). nativeand non-native speaking english teachers in vietnam: weighing the benefits. the electronic journal for english as a second language, 16 (3), 1-16. wenger, e. (1999). communities of practice: learning, meaning and identity. cambridge. white, a. (1965). the british council: the first 25 years, 1934-1959. london: british council. efl teacher’s professional development estacio & camargo no. 17 (july december, 2018) no. 17 (july december, 2018) 229 authors *aura maría estacio barrios works as an english teacher at universidad de la sabana. she supports the processes of designing and developing educational resources to teach english in a hybrid learning environment. she has worked as an english and french teacher in different higher education institutions such as universidad pedagógica nacional and universidad ecci. she holds a bachelor’s degree in foreign languages teaching (spanish, english and french) from universidad pedagógica nacional and a master in applied linguistics to english teaching from universidad distrital francisco josé de caldas. her research interests are discourse analysis, linguistic variations and decolonial studies jennyfer paola camargo cely works as an english teacher at universidad de la sabana. she supports the processes of designing and developing educational resources to teach english in a hybrid learning environment. she has also worked as an english teacher at universidad pedagogica nacional and different k-12 schools. she holds a bachelor’s degree in english teaching education from universidad distrital fjc and a master in applied linguistics from the same university. her research interests are discourse analysis, bilingualism, and literacy practices. efl teacher’s professional development estacio & camargo no. 17 (july december, 2018) no. 17 (july december, 2018) 6 questions in english as a medium of instruction versus non-english as a medium of instruction lectures1 las preguntas en clases magistrales impartidas en inglés como medio de instrucción (emi) frente a las clases no impartidas en inglés como medio de instrucción (non emi) carmen maíz arévalo2* universidad complutense de madrid abstract university lectures are by far the most common method of teaching at spanish universities. more recently, however, this knowledge transmission has become increasingly interactive. students’ participation and verbal output becomes especially important in classes where the language of instruction is not the students’ mother tongue but a second or foreign language such as english since it gives them the opportunity to produce output in that second language. one of the ways to allow for students to participate is the lecturer’s use of questions. the aim of this study is to compare the same lecturer’s use of questions in her mother tongue or l1 (spanish) versus her lectures in english (l2). more specifically, i intended to answer the following research question: is the frequency and type of questions affected by the language of instruction (spanish vs. english)? it is hypothesized that questions will be more frequent in english so as to boost verbal interaction between the lecturer and the students and allow them to produce verbal output in english. to test this hypothesis, a group of six lectures by the same lecturer (3 in english and 3 in spanish) was analyzed, involving two groups of students taking the same subject albeit in one of these two languages. according to expectations, results show that english lectures display a slightly higher frequency of questions than those in spanish. 1 received: november 10th 2016/ accepted: april 17th 2017 2 cmaizare@filol.ucm.es maiz gist education and learning research journal. issn 1692-5777. no.14. (january june) 2017. pp. 6-31. r es ea rc h a rt ic le s no. 14 (january june 2017) no. 14 (january june 2017) 7 however, a qualitative analysis also reflects interesting aspects of the type (and characteristics) of questions in english. key words: questions, english as medium of instruction (emi), tertiary education resumen la clase magistral sigue siendo el método más común de enseñanza en las universidades españolas. sin embargo, se ha experimentado un giro hacia una transmisión de conocimientos más interactiva en los últimos tiempos. la participación y producción oral de los alumnos cobra mayor relevancia cuando las clases se imparten en una lengua diferente (l2) a la lengua materna de los alumnos (l1), ya que se les da la oportunidad de emplear dicha l2 en un contexto más oral. una de las maneras en que se permite participar a los estudiantes es el uso de preguntas por parte del profesor. este estudio tiene como objeto comparar el uso de tales preguntas por parte de un profesor en clases impartidas tanto en su l1 (español) como en la l2 (inglés). más concretamente, mi objetivo es dar respuesta a la siguiente pregunta: ¿se ven la frecuencia y el tipo de preguntas afectadas por el idioma empleado para impartir la clase (l1 frente a l2)? mi hipótesis es que las preguntas serán más frecuentes en l2 con el fin de potenciar la interacción verbal entre el docente y sus estudiantes, permitiéndoles una mayor producción oral en inglés. para testar dicha hipótesis, se analizó un grupo de seis clases magistrales impartidas por la misma profesora (3 en inglés y 3 en español) y recibidas por dos grupos de alumnos que cursan la misma asignatura, pero en uno de estos dos idiomas. los resultados muestran que, parcialmente de acuerdo con lo esperado, las clases en l2 despliegan una proporción de preguntas algo mayor que las impartidas en l1. sin embargo, un análisis de tipo más cualitativo también refleja interesantes conclusiones sobre el tipo (y las características) de las preguntas en l2. palabras clave: preguntas, inglés como medio de instrucción, educación universitaria resumo a aula presencial continua sendo o método mais comum de ensino nas universidades espanholas. porém, recentemente ocorreu uma virada com relação à transmissão de conhecimentos mais interativa. a participação e produção oral dos alunos adquire uma maior relevância quando as aulas são transmitidas em uma língua diferente (l2) da língua materna dos alunos (l1), posto que se dá pra eles a oportunidade de empregar a l2 em um contexto mais oral. uma das maneiras em que os estudantes têm autorização de participar é com uso de perguntas por parte do professor. este estudo tem o objetivo de comparar o uso de tais perguntas por parte de um professor em aulas transmitidas tanto na sua l1 (espanhol) quanto na l2 (inglês). com mais exatidão, o meu objetivo é responder a pergunta a seguir: observa-se a frequência e o tipo de perguntas afetadas pelo idioma empregado para dar a aula (l1 diante da l2)? a minha maiz no. 14 (january june 2017) no. 14 (january june 2017) 8 hipótese é que as perguntas ocorrerão com mais frequência em l2, com o fim de potenciar a interação verbal entre o docente e seus estudantes, permitindolhes uma maior produção oral em inglês. para testar essa hipótese, foi analisado um grupo de seis aulas presenciais transmitidas pela mesma professora (3 em inglês e 3 em espanhol) e recebidas por dois grupos de alunos que cursam a mesma disciplina, mas em um destes dois idiomas. os resultados sinalam que, parcialmente de acordo com o esperado, as aulas em l2 desdobram uma proporção de perguntas algo maior que as transmitidas em l1. embora isso, uma análise de tipo mais qualitativa também reflete interessantes conclusões sobre o tipo (e as características) das perguntas em l2. palavras chave: perguntas, inglês como meio de instrução, educação universitária questions in e.m.i. in lectures maiz no. 14 (january june 2017) no. 14 (january june 2017) 9 introduction university lectures are by far the most common method of teaching at university level. this is usually the case in spanish universities where lectures are the traditional, cost-effective and most practical way of transmitting information to large numbers of undergraduates. in recent decades, however, this knowledge transmission has experienced a change from a more monological nature towards a more interactive, conversational style where both the lecturer and the students co-construct the discourse (ferris and tagg, 1996; flowerdew, 1994; hyland, 2009; morell, 2004, 2007; sánchez garcía, 2016, among others) even if the control of the conversational floor still lies in the lecturer’s hands. in northcott’s (2001, pp. 19-20) words, an interactive lecture can be defined as: a classroom learning event for a large (more than 20) group of students primarily controlled and led by a lecturer and including subject input from the lecturer but also including varying degrees and types of oral participation by students. more recent studies on academic spoken discourse also reveal that interaction helps develop a good rapport between the lecturer and students; therefore, creating a more relaxing atmosphere that enhances participation by the latter (crawford camiciottoli, 2004; fortanet, 2004; morell, 2004a, 2004b, 2007; ibrahim et al. 2009, among others). participation thus becomes a welcome class routine where knowledge is not simply transferred from the teacher’s notes to those of the students’. however, the popularity recently gained by interactive lectures does not merely respond to a change in teaching styles or the desire on the lecturers’ part to create a more relaxing atmosphere for students. it is also triggered by the deeply rooted belief that a more conversational, interactional style fosters the students’ comprehension and knowledge acquisition which are, after all, the main aims of any lecture (hall and verplaetse, 2000; seedhouse, 2004; walsh, 2006, inter alia). as pointed out by walsh (2006, p. 36), “conversation is the essence of all classroom dialogue, the prime force through which meanings are negotiated, concepts explained and understood, exchanges of opinion given”. this notion of interaction as the main motor for comprehension goes back to vygostky’s socio-cultural theory (1978). social constructivist pedagogy places the emphasis on the active interaction between teachers and students in order to co-construct knowledge and promote understanding as opposed to the more traditional transmission pedagogy, where the focus lies on “transmitting information and skills articulated in the curriculum directly to students” (cummins, 2005, pp. 113-114). questions in e.m.i. in lectures maiz no. 14 (january june 2017) no. 14 (january june 2017) 10 enhancing interaction can become more challenging if the language of instruction is not the learners’ mother tongue but a second language (l2). in these educational contexts like clil or classes where english is the medium of instruction (emi henceforth), a more interactive style plays a vital role since it can help these learners to improve both their levels of understanding and their linguistic competence in the l2 by allowing them to produce their own output (dalton-puffer, 2006; de graaff et al., 2007; flowerdew, 1994; flowerdew and miller, 1996; griffiths, 1990; ibrahim et al., 2009; nikula et al. 2013; núñez and dafouz, 2007; sánchez garcía, 2011; 2016; thompson, 2003; among others). interaction, however, is only real if lecturers both wish to provide for interaction and, more importantly, if they are aware of how to be genuinely interactive. one of the ways to allow for students to participate is the lecturer’s use of questions (walsh, 2006; bamford, 2005; crawford camiciottoli, 2008; dafouz & sánchez garcía, 2013; sánchez garcía, 2011; 2016) since, as argued by chuska (1995, p. 7), “all learning begins with questions. questions cause interactions: thought, activity, conversation or debate”. the aim of this study is to contrast the use of questions by the same lecturer in her l1 (spanish) versus her l2 lectures (english). more specifically, i intend to answer the following research question: is the type of questions (and their frequency) affected by the language of instruction? it is hypothesized that the type of questions employed (see section 2) will vary according to the language of instruction, with each type being also affected with regard to its frequency. to that purpose, a university lecturer of economics was video-recorded while delivering six lectures in the same subject (“financial accounting”), three of them in spanish and the rest in english. data was then manually analyzed from a quantitative3 and qualitative point of view. finally, a reflective feedback interview with the lecturer herself intended both to shed light on qualitative aspects of her teaching that the analyst might not have borne in mind and to raise the lecturer’s awareness of her own classroom discourse so as to attain more effective instruction. 3 given the limited size of the dataset, however, the quantitative analysis does not include statistic tests but focused on the tendencies observed regarding frequency. questions in e.m.i. in lectures maiz no. 14 (january june 2017) no. 14 (january june 2017) 11 literature review in his analytical framework, walsh (2006, p. 67) distinguishes 14 interactional features4. remarkably, four of these features are questions, which reaffirm their privileged status when it comes to promoting interaction between lecturers and their students. questions have long been considered as the most appropriate instrument to promote interaction since they require a response from the students when performed by the teacher and vice versa. as ibrahim et al. (2009, p. 96) point out, “questions during lectures serve as structuring devices to drive the talk forward, to introduce new topics and generally direct the focus of the interaction.” the importance of questions as specially interacting mechanisms explains the broad literature they have generated in second language education for several decades (e.g. banbrook and skehan, 1989; cullen, 1998; white and lightbrown, 1984; among many others). this interest has more recently extended also to clil and emi contexts from primary and secondary education to tertiary education (e.g. daltonpuffer, 2006, 2007; llinares and pascual-peña, 2015; menegale, 2011; nikula, 2007; nikula et al., 2013; pascual-peña, 2010; sánchez-garcía, 2010, 2016; to mention just a few). since results still do not allow for generalizations (nikula et al., 2013, p. 78), the present study intends to contribute to this area by providing additional data regarding the use of questions in emi classes in tertiary education, more specifically in university lectures where english is used as the medium of instruction to teach contents other than language (e.g. economics and finance). even if all questions share the fact of being performed in the interrogative mood (or in the declarative mood with rising intonation); the functions they perform in the discourse are markedly different. following previous taxonomies (e.g. dalton-puffer, 2007; sánchezgarcía, 2010; 2016), it is possible to distinguish five types in the corpus under study: rhetorical questions, display questions, comprehension checks, referential questions and clarification checks. rhetorical questions are those where the teacher asks a question for which s/he is not expecting any response whatsoever and hence does not provide listeners with any time to answer them. the main function of 4 these interactional features of the self-evaluation teacher talk (sett) framework are: scaffolding, direct repair, content feedback, extended wait-time, referential questions, seeking clarification, confirmation checks, extended learner turn, teacher echo, extended teacher turn, turn completion, display questions and form-focused feedback. questions in e.m.i. in lectures maiz no. 14 (january june 2017) no. 14 (january june 2017) 12 these questions is to serve as a discursive landmark for the introduction of new concepts or to make listeners think about a particular concept. in rhetorical questions, the speaker may provide the answer herself or the answer “is left up it in the air” (sánchez-garcía, 2010, p. 23). examples from the corpus are (1) and (2)5, both produced by the teacher, who asks and immediately answers her own question without producing any pause between the question and its answer, which shows they are not intended for the students to answer but as a rhetorical device: (1) [l1] what are the names that we use to call loans? load debt, bank debt (2) [l4] ¿tiene algún significado que yo ponga los gastos al haber y los ingresos al deber? no tiene ningún sentido. [does it mean anything that i put the expenses in debit and the income in credit. it doesn’t make any sense.] display questions are those where the information is already known by the teacher (dalton-puffer, 2007). morell (2004, pp. 4-5) defines these questions as those which serve “to verify students’ knowledge”. display questions encourage interaction in the sense that students are expected to provide a response. however, it is questionable whether they foster real interaction in as far as they do not involve real communication (although see boyd and rubin (2006) and lee (2006)). as argued by menegale (2011, p. 86), a major drawback of display questions is that by using this type of questions, teachers can keep control of the lesson procedure and of the time. yet, as a result, with the answer being nearly a univocal solution, students could be afraid of responding if unsure of the response and this unease can limit their participation to a greater extent. display questions characteristically follow the irf (initiationresponse-follow-up move) structure found in general educational discourse (sinclair and brazil, 1982), as illustrated by examples (3) and (4) below, where the teacher (t) produces the initiation move as a question (to which she knows the answer as the content expert) and students (ss) reply. the students’ correct response is positively evaluated by the teacher in the third move or follow-up: 5 all the spanish examples are immediately followed by their translation into english. in all the cases, each example is preceded by the number of the lecture [l…] where the example comes from. questions in e.m.i. in lectures maiz no. 14 (january june 2017) no. 14 (january june 2017) 13 (3) [l1] t: the company… purchases land and cash. is ok? so, land, what it is a land? ss: asset t: assets, ok [t nods approvingly] current or not current, what do you think? ss: not current t: not current assets, ok. ok? ok, another more? eh, iñigo, please, read it. (4) t: si tuviera el dinero limitado y hubiera que pagarle a alguno, ¿a quién le pagarías antes? ¿a los proveedores o a los acreedores? s1: a los acreedores. t: (she looks at the students and smiles) ¿a quién? s2: a los proveedores. t: a los proveedores. porque ellos son los que te están generando el beneficio luego si tú vendes. ¿lo ves? [t: if i had limited money and had to pay somebody, whom would you pay before? the providers or the creditors? / s1: the creditors. / t: (she looks at the students and smiles). who? / s2: the providers. / t: the providers. because they are the ones who are generating the benefit if you sell. do you see it?] comprehension checks are questions where the teacher monitors whether the students are following her explanations. they are usually performed linguistically in the corpus by formulaic expressions like “is it ok?” or the spanish “¿vale?”. example (5) illustrates another of these formulas in spanish (“¿lo veis?” –i.e. do you understand?). (5) [l4] t: [overlaps with student] ¡las mismas! pero si no hago nada, sí, de acuerdo. pero algo habrá que hacer, ¿no? porque mucha casualidad, mucha mucha casualidad tiene que pasar para que las existencias iniciales coincidan con las finales. ¿lo veis? entonces, lo que tenemos que hacer aquí [circles one part of the blackboard] es lo que se llama la regularización ¡qué nombre más feo! ¿verdad? regularización de las mercaderías. [the same ones! but if i don’t do anything, yes, okay. but something must be done, musn’t it? because it is a huge chance, very very big chance for initial stock to coincide with final stock. do you see it? then, what we have to do here is what is called regularization. what an ugly name, isn’t it? merchandizing regularization.] questions in e.m.i. in lectures maiz no. 14 (january june 2017) no. 14 (january june 2017) 14 as illustrated by (5), students are not really expected to respond to comprehension checks verbally as shown by the fact that the lecturer goes on holding the conversational floor without giving any response time. a non-verbal response –e.g. a nod –is enough to show students are indeed following the explanation. if they are not, they can produce a clarification request (see below). in contrast to the former types, referential questions are genuine questions to which the teacher does not know the answer and hence trigger authentic output from the students (musumeci, 1996; sánchezgarcía, 2010). examples (6) and (7) illustrate this type of questions in both languages: (6) [l1] t: no, first here. and you have to tell him the … what are you doing? tell. s: (inaudible) [talks to the teacher and the other student at the blackboard] (7) [l5] t: ah jaja, buena pregunta. ¿tú qué crees? (1’) s: que no. [t: ah, haha, good question. what do you think? /s: i think it doesn’t.] referential questions are particularly interactive since they promote real communication between the student(s) and the lecturer insofar as a real question is taking place and the student usually has to provide a more “creative” answer rather than simply remembering a piece of information or answering with a yes-no answer (which can even be non-verbal). as stated by dafouz and llinares (2008, p. 51), “display questions generate interactions that are typical of pedagogic or didactic discourse, while referential questions generate interactions typical of social communication”. despite their highly interactive potential, however, referential questions tend to be sparsely used in classroom discourse (cf. pascual peña, 2010; sánchez-garcía, 2010). for example, pascual peña (2010) found that only 17% of the questions used in her corpus were referential. however, not all referential questions boost interaction to the same extent. in this respect, it is worth pointing out the distinction between convergent and divergent referential questions. in menegale’s words (2008, p. 112): the difference between the convergent and divergent question is clear. whereas the convergent question, also referred to as ‘closed question’ (pica, 1994) as it is information-seeking in nature and results in simple elicitations of factual information, does not require original thought or critical reflection and the possible answers are limited, generally short and recall previously questions in e.m.i. in lectures maiz no. 14 (january june 2017) no. 14 (january june 2017) 15 memorized information, a divergent question requires the application of knowledge, not just the recalling of information. hence, divergent referential questions not only lead to high order thinking skills but also allow for more extensive students’ output in the l2. on the other hand, convergent referential questions may ask for information unknown to the teacher but lead neither to the student’s complex thinking processes nor longer conversational turns. clarification requests can be produced either by the teacher or the student and take place when communication has partially or totally failed and needs repairing, as illustrated by example (8), where the teacher had not heard the student’s comment and asked for clarification: (8) [l5] t (t has not heard s’s question) ¿perdona, cómo dices? [excuse me, what did you say?] in this case, the teacher had not properly heard the student’s response and she sought for clarification, so that the student had to repeat his answer. it could be argued, hence, that clarification requests are not interactive mechanisms proper since they are intended as conversational repair strategies when, for example, noise impedes correct hearing of the previous utterance (schegloff, 1992). for the sake of clarity, table 1 summarizes the different types of questions and provides a brief definition as well as an example of each type: table 1. types of questions questions in e.m.i. in lectures maiz no. 14 (january june 2017) no. 14 (january june 2017) 16 methodology the following section describes the methodology employed in the current study. more specifically, it starts by describing the participants and why they were chosen to be involved in the study. secondly, it focuses on the data-gathering process itself and describes the corpus compiled and employed in the present study. participants this study involves two groups of undergraduate students and their common lecturer. each group consisted of approximately 50 students of an average age of 18-19 years old. these students were doing its first year of the degree in economics and finance at the complutense university of madrid in spain. this degree is part of the university’s pilot program where the same degree is being taught in spanish with a simultaneous pilot version in english, which means both groups of students follow the same contents albeit in different languages. in this case, they also share the same teacher in the subject financial accounting as well as the same amount of teaching hours, with a total of four hours per week (two days a week). besides the students involved, this study focuses mainly on the lecturer. she is a spanish female teacher who taught economics at the complutense university for more than a decade. together with other colleagues, she took part in this pilot program without any special training, any previous experience of teaching in an l2 or any extra salary. however, she was extremely motivated and took part in this pilot project for five years. before the actual study took place, there was a prior informal interview with the lecturer, where she was informed of the research and she expressed her motivation and willingness, in her own words, “to know if i’m doing things right”. this led her to volunteer as a participant in our research group’s project and be videorecorded during her lectures6. as for the students, all of them were asked for their consent before recording the lectures. they all expressed no disagreement to have their lectures recorded. in addition, all personal identification was carefully avoided to protect their privacy. 6 the author would like to express her sincere gratitude to the lecturer who collaborated in this research. many thanks go too to her research colleagues for their support and constructive criticism as well as to the anonymous reviewers for their insightful comments. questions in e.m.i. in lectures maiz no. 14 (january june 2017) no. 14 (january june 2017) 17 data collection and corpus description as already pointed out, the lecturer and students were previously informed about the research, and they all consented to be recorded. hence, six parallel lectures on the same topic (three in english and three in spanish) were video-recorded by this researcher and other members of the research group to which she belongs. to avoid altering the normal development of the lectures as much as possible, the camera was placed in a side of the lecture room, facing the teacher and with the majority of the students sitting with their backs to the camera. researchers recording the sessions were present but refrained from speaking or moving around with the camera, which was fixed in the same position throughout all the sessions. this posed the advantage of not altering the normal developing of the lecture since both students and the lecturer admitted forgetting the camera was there after a while. however, it entailed a major disadvantage since the lack of mobility affected sound quality when the lecturer was distant from the camera and some of the students’ responses (especially those far from the camera) were inaudible. in this case, this has also been indicated in the transcription in square brackets (i.e. [unintelligible]), as have pauses and other paralinguistic aspects. the choice in the number of lectures followed seedhouse’s credo that “classroom research […] has considered between five and ten lessons a reasonable database” (2004, p. 87). the data gathered in this way amount to a total of 540 minutes and a word count of over 46,000 words. as already mentioned, transcription was kept simple for the sake of clarity and only pauses, inaudible segments or other paralinguistic information (e.g. the teacher raising her voice in anger when students were not paying attention) have been indicated by means of square brackets where this information is given. to ensure transcription was as loyal and valid as possible, several researchers compared their transcriptions and also counted on the lecturer’s help to complete unclear fragments. to ease comprehension, the lecturer also provided the researchers with the visual aids she used in her lectures (e.g. power point presentations). table 2 below summarizes the description of the corpus employed in the analysis in terms of number of words per language: questions in e.m.i. in lectures maiz no. 14 (january june 2017) no. 14 (january june 2017) 18 table 2. description of the corpus as can be seen, not all the lectures have the same number of words. this is due to the fact that, in some lectures where students were required to do exercises and tasks in class (e.g. lectures 2 and 5), there was more student collaboration in smaller groups whilst the teacher was monitoring their progress rather than lecturing as such. data analysis and interpretation once transcribed, a manual search for questions in the dataset was carried out. context (including co-text) was determinant to classify questions into the already mentioned five types: rhetorical questions, comprehension checks, display questions, referential questions and clarification checks. manual search was favored over (semi)automatic programs given that some elements may clearly be multifunctional and an automatic search might fail to identify these different functions. for example, “ok?” can be used as a comprehension check, a referential question or clarification check depending on the context. to measure the global frequency of questions over other speech acts, the total number of utterances was compared with the number of questions and the corresponding ratio was thus calculated (see table 3). secondly, the frequency of the different types of questions was calculated taking into account the total number of questions in the corpus (see table 4). table 3. ratio of questions per total number of utterances questions in e.m.i. in lectures maiz no. 14 (january june 2017) no. 14 (january june 2017) 19 results in the corpus under study, it is possible to distinguish these five types according to whether they involve more or less interaction between the lecturer and the students (see table 1). inspection of the data shows that results prove to be partially expected since the lecturer employed different types of questions in l1 and l2. more specifically, the following tendencies regarding the type of questions used were observed as illustrated by table 4 below: table 4. type of questions used in the english and spanish lectures close observance of the data reveals that rhetorical questions are much more frequently used by the lecturer in spanish than english (15.5% and 5.5% respectively). as already mentioned, however, rhetorical questions do not trigger interaction proper but serve as discursive device. this higher frequency of rhetorical questions in the spanish dataset may be due to spanish language academic style where rhetorical questions are to be expected and characteristic of such a style (vázquez, 2006). examples (9) and (10) illustrate rhetorical questions in spanish and english, respectively: (9) [l2] t: en el examen no no podemos hacer la estructura que nos dé la gana, tenemos que hacer esta estructura, ¿por qué? porque es la estructura de la ley. [in the exam we can’t, we can’t do the structure we feel like, we have to follow this structure, why? because it is the legal structure]. (10) [l3] t: how? the answer is how i record for these expenses in the books of my company? no, so we we don’t know. and the second question: what kind of information do you need to record in transaction? […] do you know it? that’s that’s that is what we are going to learn today. in (9), the teacher asks “why?” and immediately provides the answer herself, which shows this is intended as a rhetorical question. in (10) she does the same with “how?”, answering her own question. however, after her second question in the same conversational turn (“and the second question: what kind of information do you need to record in transaction?”), she pauses slightly as marked by […] and tries questions in e.m.i. in lectures maiz no. 14 (january june 2017) no. 14 (january june 2017) 20 to elicit the question from the students (“do you know it?”). however, she does not give any time to answer and uses her second question to frame the contents of today’s lecture (“that’s that’s that is what we are going to learn today”). in this latter case, it seems the teacher initially intended the question as a display question but by not providing enough thinking time for the students to answer, it turned into another rhetorical question which helped frame the lesson’s main contents. with regard to display questions, results show that the teacher employs them slightly more often in english than in spanish (40% and 33% of the cases). in fact, they are the most common type of question in the english dataset and the second one in the spanish sample. this is to be expected, since her questions are primarily targeted at retrieving from the students the fundamental concepts and the way they are expressed in l2. thus, even if the class is not a language class (or even a clil class proper), one of the mechanisms characteristic of efl lessons is mirrored in these emi lectures, as illustrated by examples (11) and (12) below, in english and spanish lectures respectively, where the display question by the lecturer is the initiation move (i), followed by the response move by the students (r) and, finally, a follow-up by the teacher (f). this is the classic i-r-f sequence of classroom discourse (sinclair and brazil, 1982): (11) [l2] t: here you have the search strategy. how many? ss: three t: three. (12) [l4] t: ¿cuál es forma jurídica más usual en españa? [what is the most common legal regulation in spain?] s: la sociedad limitada [the limited liability company] t: la sociedad limitada. [the limited liability company] more interestingly, comprehension checks behave against expectations, since the teacher uses them slightly more often in spanish (45.5%) than in english (39%). this is totally unexpected since it would seem more reasonable for the teacher to check comprehension when lectures take place in l2 rather than in the students’ mother tongue. quite remarkably, when asked in the feedback interview why she thought she acted this way, the lecturer claimed that students learning in l2 had the advantage of being what she called “blank slates” meaning that they did not come to class with the “vices” regarding terminology they had in their mother tongue. in other words, many of the concepts she explains in her classes had their spanish colloquial counterpart questions in e.m.i. in lectures maiz no. 14 (january june 2017) no. 14 (january june 2017) 21 with, sometimes, a totally opposed meaning. for example, the spanish word activo has a variety of meanings in spanish but its technical meaning in this field is “economic resources owned by a business that are expected to benefit future operations” (moreno alemay, 2008, p. 28). this polysemy, far from helping students understand better, may hinder their comprehension of the subject in their mother tongue. in contrast, learning such technical terms directly via a second language may actually help the students remember jargon better, since they are not influenced by their mother tongue. moreover, students may be more motivated to learn technical vocabulary given that, as moreno alemay (2008, p. 28) points out: when students hear these examples, they realize the importance of studying the subject of accounting in a foreign language, and feel they are building their vocabulary, because all these are words seldom learned in a languages course. regarding referential questions, inspection of the data shows that those employed in the english lectures double those employed in spanish (7% versus 3.5%, respectively). however, a qualitative analysis reflects that some of these questions may not really be referential questions. in fact, on the rare occasions where the lecturer employs these questions, she does so in two main contexts. on the one hand, she uses these questions in order to confirm students’ names: (13) [l6] t: ¿eras carolina también? “was your name also carolina?” (14) [l1] t: sorry, i forgot your name. what is your name? on the other hand, the lecturer also seems to employ these questions as indirect requests –e.g. to ask for silence, to tell students off or to ask for a volunteer, as in (15) and (16): (15) [l3] t: silence, please. what happens today? (16) [l4] t: no, first here. and you have to tell him the … what are you doing? tell. s: [inaudible] [talks to the teacher and the other student at the blackboard] hence, it could be argued that, even though the teacher does not know the answer, these are convergent referential questions where students can do with very short answers (i.e. their names) or even nonverbal responses (i.e. going to the blackboard to do the exercise at hand) rather than having a longer turn to produce their own output. questions in e.m.i. in lectures maiz no. 14 (january june 2017) no. 14 (january june 2017) 22 finally, clarification requests are slightly more frequent in english than spanish. when used by the teacher (0.5% in english versus 0.4% in spanish), they act as repair mechanisms when she has not heard the student’s answer7, as in (17) and (18): (17) [l3] s: the income statement? t: what? s: the income statement (18) [l4] s: [inaudible] t: ¿perdón? [excuse me?] however, clarification requests are typically carried out by students when they have a question related to the previous teaching or instructions, as exemplified by (19) and (20): (19) [l3] s: …so can we… decide xx? t: no, it’s depending on the… the evolution of the content. i mean i have plan around the second, the second week of march s: …ok. (20) [l5] t: ahora dice que, durante el ejercicio dos mil nueve, compra cincuenta lavadoras, vamos a hacer la compra, multiplicamos eh las cincuenta lavadoras por ciento cincuenta… [now it says that, during the year 2009, he buys 50 washing machines, we are going to go shopping, we multiply eh, the 50 washing machines for 150…] s: ¿por qué es un número distinto? [why is it a different number?] t: sí, porque lo he cambiado. luego si queréis hacemos ese, pero quería hacerlo más sencillo todavía. ¿vale? [yes, it is, because i have changed it. we can do that one later, but i wanted to do it even easier, ok?] in terms of frequency, clarification checks by students are more common in english than in spanish (8% versus 2.1% respectively). this may be due precisely to the fact that it is harder for them to follow the class in a foreign language and they feel more need to clarify doubts and make sure they have understood correctly than when the lecture is delivered in their mother tongue. quite interestingly, however, close 7 the large size of the classroom and its orientation (teacher-fronted) makes it hard to hear students’ comments, especially if they are sitting at the back. this was also a major limitation when video-recording the classes, since students’ comments and answers were mostly inaudible (except for those sitting next to the video-camera). questions in e.m.i. in lectures maiz no. 14 (january june 2017) no. 14 (january june 2017) 23 inspection of the data also reveals that students’ clarification checks follow a different pattern in spanish compared to english. in the english lectures, students usually wait for the teacher’s turn completion (or what learners intuitively regard as a relevant transition point). this is illustrated by extracts (21) and (22), where clarification checks by students have been marked in bold for the sake of clarity: (21) t: credit, yes, thank you. reserves and all the equity accounts are the credit balance. just see, please, in this place (points at board), capital includes the, huh, credit balance, ok? s: so, is it the balance [pause]? t: yes, but we always use balance, which means the difference between all the amounts in the debit and all the amounts in the credit. and the difference is the balance and always the assets, always the assets account has debit balance. all the equity and liability account have credit balance, always. s: [longer pause] (the student asks an inaudible question) t: yes! s: and the assets are called debit? t: yes, and expenses always the in the expenses account always have debit balance, cause it’s similar, the assets and the expenses are very similar. […] be careful, credit, always credit it is an asset cause is the money that you lend to another person, to other huh firm s: like clients t: no, other firm, it’s money, money that you. when you, when you ask for a loan, you receive money so you have a debt and we call bank debt. s: and the credit? t: and the credit is when you give money to other firm, this right we call credit. s: ah (22) s: ¿y el precio del coste es el mismo siempre o cómo? [s: and the costing price is always the same or how is it? ] t: ah jaja, buena pregunta. ¿tú qué crees? [ah, haha, good question. what do you think?] s: que no. [i don’t think so] t: vete a la vida real. la… [think about real life. the…] s: que no. questions in e.m.i. in lectures maiz no. 14 (january june 2017) no. 14 (january june 2017) 24 in contrast to english (see example 21), where students wait for the lecture to reach turn completion, in the case of spanish, the students tend to overlap with the lecturer (as in example 22) and do not wait for turn completion (“vete a la vida real. la… / que no”). it is difficult to determine whether these overlaps are due to the spanish fast conversational pace, where it is customary for overlapping and interruptions to take place (nikleva, 2009; gallardo-paúls, 1993) or to the fact that students feel more confident when speaking their mother tongue than a foreign language. a combination of both factors seems to be the most plausible explanation. confidence in the use of their mother tongue would also explain why students in the english lectures apparently take longer to ask for clarification than their counterparts. conclusions the present study intended to provide an answer to the following research question, repeated here for the sake of clarity: is the frequency and type of questions affected by the language of instruction (spanish vs. english)? it was initially hypothesized that questions would be more frequent in english (l2) so as to boost verbal interaction between the lecturer and the students and allow them to produce verbal output in english so as to ease comprehension and acquisition of the contents and the language. in addition, it was also expected that the type of questions employed would vary according to the language of instruction. table 3 presented the total number of utterances per lecture together with the ratio of questions. graph 1 below is a visual summary of the ratio of questions per language of instruction: figure 1. global frequency questions depending on language of instruction questions in e.m.i. in lectures maiz no. 14 (january june 2017) no. 14 (january june 2017) 25 inspection of the data reveals that the first hypothesis was only partially confirmed since, except for lectures 1 and 4, where lecture l1 (in english) presented a higher number of questions than its spanish counterpart (l4), in the rest of the cases, the number of questions was the same (lectures l3 and l6) or slightly higher in spanish (lectures l2 and l5). as for the second hypothesis, that the language of instruction (english or spanish) plays a role in the type of questions used, results showed the confirmation of this hypothesis. hence, the lecturer seems to favor some types in her spanish lessons and other types in the lectures she carries out in english. more specifically, rhetorical questions were more numerous in spanish than in english (15.5% versus 5.5%, respectively) possibly due to the fact that the spanish academic style traditionally favors the use of rhetorical questions as a way to organize discourse and to keep the audience’s attention. with regard to comprehension checks, these occurred more frequently in spanish (45.5%) than in english (39%). this result was unexpected since it was anticipated that a lecture in a second language seems to entail more difficulty for the students and hence the teacher might feel more prone to checking comprehension. when interviewed after the data had been analyzed, the lecturer herself explained this higher frequency of comprehension checks might be a result of the negative interference of spanish, where most of these technical terms have an informal, ordinary meaning, usually remarkably different (if not totally opposite). this forced her to make sure the students comprehended the actual technical meaning; hence the more frequent use of comprehension checks in spanish than in english. as for display questions, they were the type most commonly employed in english, maybe to make sure the students learned the technical vocabulary involved in the subject, which was new to most of them as they had never come across such terms in their general english lessons (moreno alemay, 2008). with regard to referential questions, they were more frequent in english than in spanish, doubling their occurrence in the second language. even though it is difficult to explain this result and the lecturer herself was not aware of such a difference, it could be a positive way of letting students produce more output in english to improve their knowledge of the second language. in any case, however, referential questions were still low in frequency and the lecturer commented that she would try to increase their use in future lessons, showing that research can have very positive effects when combined with future action(s) in the classroom (lasagabaster and sierra, 2011). questions in e.m.i. in lectures maiz no. 14 (january june 2017) no. 14 (january june 2017) 26 clarification checks happened to be more frequent in english maybe because of the higher difficulty to follow these lectures in a language which is not the participants’ mother tongue (either the lecturer’ or the students’). furthermore, clarification checks by students also displayed an interestingly different pattern in english and spanish, with more overlap in spanish as opposed to english. this may be due to self-confidence in the mother tongue and the intuitive grasping of the dissimilar conversational structures of spanish and english, with the former displaying more overlapping and the second being more prone to wait for the transition relevant points (tsui, 1994). finally, it is important to acknowledge an important limitation to the present study such as the fact that it focuses on just one lecturer’s discourse. however, this also allows for controlling some variables such as age, linguistic background, teaching experience, since we are dealing with the same teacher. furthermore, the three english lectures duplicate the three spanish lectures, which also avoids other variables (content taught, academic field, etc.) from playing a role. finally, even if generalizations are not possible in a limited study like the present one, we can still observe certain trends that can provide some tips towards most effective teaching styles based on self-observation. in fact, after the study was carried out, a reflective interview with the lecturer showed her willingness to implement future changes in her lessons such as the use of more referential questions, proving the importance of action research in the emi classroom (lasagabaster and sierra, 2011). questions in e.m.i. in lectures maiz no. 14 (january june 2017) no. 14 (january june 2017) 27 references bamford, j. 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(1984). asking and answering in esl classes. canadian modern language review, 40(2), 228-44. questions in e.m.i. in lectures maiz no. 14 (january june 2017) no. 14 (january june 2017) 31 author *carmen maíz-arévalo is professor of pragmatics and english at the complutense university of madrid, having obtained her phd in english linguistics in 2001. her fields of interest are mainly pragmatics and intercultural pragmatics; more specifically, speech act theory and verbal (im)politeness in computer-mediated communication. her most recent publications include the articles: “‘small talk is not cheap’: phatic computer-mediated communication in intercultural classes”, published in computer assisted language learning (2017); “jocular mockery in computer-mediated communication: a contrastive study of a spanish and english facebook community” in the journal of politeness research (2015), “just click ‘like”’: computer-mediated responses to spanish compliments”, published in the journal of pragmatics in 2013, ““was that a compliment?” implicit compliments in english and spanish”, also in the journal of pragmatics in 2012 or “you look terrific!’ social evaluation and relationships in online compliments”, co-authored with antonio garcía-gómez and published in discourse studies in 2013. she also acts as a reviewer for different journals such as the journal of pragmatics, sage open, verbeia (journal of english and spanish studies) or revista iberoamericana de tecnologías del aprendizaje. besides her research and teaching, carmen maíz-arévalo is currently the academic secretary of the department of english linguistics at the complutense university. questions in e.m.i. in lectures maiz no. 14 (january june 2017) no. 14 (january june 2017) 190 the reality of comenius projects in ten catalan educational institutions1 mar gutiérrez colón-plana2* universitat rovira i virgili, spain abstract this paper submits a qualitative study on different aspects of comenius projects undertaken in ten educational centres in catalonia during the academic year 0708. the objectives of this paper are to present these projects within the realities of particular school contexts, to emphasize the strengths and weaknesses of the projects, the difficulties the coordinators have to face as well as analyzing all the issues that should be improved. the data was drawn from 10 interviews (25-45 minutes) conducted with the coordinating teachers for such projects. the study concludes that the comenius project is a complex project in its development, completely adaptable to the reality of each centre, and very positive at primary, secondary and high school levels. however, it has also brought to light problems in our society and, especially, in catalan educational institutions, such as a general lack of knowledge of a second language, fear of other cultures, lack of policies to support continuity projects, as well as the workload of teachers. keywords: comenius projects, education, methodology, foreign students. resumen este artículo presenta un estudio cualitativo sobre diferentes aspectos de los proyectos comenius emprendidos en diez centros educativos de cataluña durante el año académico 2007-2008. los objetivos de este trabajo son presentar estos proyectos dentro de la realidad de contextos escolares particulares, destacar sus fortalezas y debilidades, las dificultades que los coordinadores tienen que afrontar, así como el análisis de todos los asuntos que se deben tener en cuenta para realizar las mejoras. los datos se obtuvieron de 10 entrevistas, cada una de 25-45 minutos, realizadas a los profesores coordinadores de dichos proyectos. el estudio permitió concluir que el proyecto comenius, es un proyecto complejo en su desarrollo, totalmente adaptable a la realidad de cada centro educativo y muy positivo en los niveles de escuela primaria, secundaria y preparatoria. sin 1 received: november 10th,2011 / accepted: may 22nd, 2012 2 email: mar.gutierrezcolon@urv.cat gist education and learning research journal. issn 1692-5777. no. 6, november 2012. pp. 190-212 gutiérrez colón-plana no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 191 embargo, esto también ha sacado a la luz parte de los problemas existentes en nuestra sociedad, especialmente en las instituciones educativas catalanas, como la falta general de conocimiento de un segundo idioma, miedo de otras culturas, la falta de políticas de apoyo para la continuidad de proyectos, así como la carga laboral de los docentes. palabras claves: proyecto comenius, educación, metodología, estudiantes extrajeros. resumo este artigo apresenta um estudo qualitativo sobre diferentes aspectos dos projetos comenius empreendidos em dez centros educativos de catalunha durante o ano acadêmico 2007-2008. os objetivos deste trabalho são apresentar estes projetos dentro da realidade de contextos escolares particulares, destacar suas fortalezas e debilidades, as dificuldades que os coordenadores têm que enfrentar; assim como a análise de todos os assuntos que se deve ter em conta para realizar as melhoras. os dados foram obtidos de 10 entrevistas, cada uma de 25-45 minutos, realizadas aos professores coordenadores de ditos projetos. o estudo permitiu concluir que o projeto comenius, seja um projeto complexo no seu desenvolvimento, totalmente adaptável à realidade de cada centro educativo e muito positivo nos níveis de escola primária, secundária e preparatória. entretanto, isto também fez visível parte dos problemas existentes na nossa sociedade, especialmente nas instituições educativas catalãs, como a falta geral de conhecimento de um segundo idioma, medo de outras culturas, a falta de políticas de apoio para a continuidade de projetos, assim como a carga de trabalho dos docentes. palavras chaves: projeto comenius, educação, metodologia, estudantes estrangeiros. this paper submits a qualitative study of five different aspects of comenius projects undertaken in ten educational centres in catalonia during the academic year 2007-2008 as part of the research project avaluació de l’expressió escrita en lengua anglesa d’alumnes participants en projectes comenius (2006arie10065), awarded by the agència de gestió d’ajuts universitaris i de recerca of the generalitat (agaur). these five topics directly related to the comenius projects are: the comenius coordinators’ motivation, the objectives and topics of the school project, the school organization in order to be able to develop the comenius project, the specific activities gutiérrez colón-plana no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 192 carried out by the school and finally, under the title ‘organisational and cultural aspects’, the problems related to the organisation of the comenius project at an institutional and school levels as well as everyday problems at a more personal level are presented. this paper presents the qualitative data gathered from the interviews made to comenius’ coordinators to evaluate the implementation of these projects. the qualitative data contains the coordinators’ answers to specific questions (see appendix 1) as well as some unexpected results such as feelings and opinions about the implementation of such projects in each educational centre. thus, we would like to put forward a research innovation within the field of european projects. in fact, this is a first study conducted on comenius projects applying a qualitative study by gathering data directly from the coordinators of those projects. theorical framework according to the study impact of the comenius school partnership on the participant schools (2007), the european parliament created the socrates project in 1995 (council decision no 819/95/ec). in 2000, a second phase was established by the european commission: socrates ii. this second phase included other sub-projects within the education and training section, specifically the lifelong learning program, in which comenius was framed. the comenius actions are part of the eu’s lifelong learning programme. the aim of these actions is for teachers and young students to better understand the european cultures and languages. some of its aims are to increase the mobility of pupils and teachers across eu; enhance partnerships among european schools, enhance innovative ict-based contents and better practices. according to the document “impact of comenius school partnerships on the participant schools”, the central aims of the comenius programme are to expand the knowledge of pupils, prospective and experienced teachers and teacher trainers in terms of their subjects, ways of working and foreign languages and to promote intercultural learning and the european consciousness. (2007: 3) the comenius programme was created out of three individual action programmes: comenius 1, to provide support to school partnership; comenius 2, to provide training to school staff; and the reality of comenius projects gutiérrez colón-plana no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 193 comenius 3, to establish networks between projects. when a school decides to participate in a comenius 1 project, it must find a partner or a group of schools that are also looking for partners, contact them and sign a partnership contract. according to the information given by the coordinators of the projects, there are two common ways of finding partners. one way is the annual comenius call, which is an open invitation to all possible members. at this meeting, the centres get in contact with each other and sign their agreement. the other way is making contact by phone or e-mail after finding the school on a specialised website, e-twinning, created for this purpose. we visited the website of the ministry. there, we saw the database created where all data from all european high schools who want to participate could be found; so, we found some partners there. ies joaquim bau. (recording time: 1’ 09’’) it seems that it is more difficult to find a partner during these annual meetings because everybody is trying to do the same, and unfortunately, the great majority of centres are already engaged. the catalan schools that were interviewed established the following different partnerships: catalonia, germany and turkey; catalonia, portugal, turkey, malta, poland and romania; catalonia, italy and france; catalonia, poland, finland, austria, germany and italy; catalonia, poland, holland and portugal; catalonia, poland, france, luxembourg and belgium; catalonia, portugal, poland and slovakia; catalonia, england and germany; catalonia, england, germany, slovakia and slovenia; and finally catalonia, england and germany. in 2007, the activities of socrates ii were integrated into the lifelong learning programme. comenius is one of the four subprojects, 1. comenius (for schools); 2. erasmus (for higher education); 3.leonardo da vinci (for vocational education and training), and 4. grundtvig (for adult education) (a single umbrella for education and training projects). the comenius project is aimed at students from pre-school to high schools. the main objective of this project is to develop knowledge of different european cultures, languages and values, and the subjects are not only the students of the school, but also the educational staff (comenius: europe in the classroom, 2010) according to the comenius: europe lifelong learning guide for applicants (2010), the specific objectives of the comenius projects the reality of comenius projects gutiérrez colón-plana no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 194 are the following: 1. to develop knowledge and understanding among young people and educational staff of the diversity of european cultures and languages and its value. 2. to help young people acquire the basic life skills and competences necessary for their personal development, for future employment and for active european citizenship. according to the document sectorial projects: comenius (2010), in order to carry out these objectives, this project calls for mobility of pupils and staff across europe, participation in training courses, development and partnerships between schools, multilateral projects to improve the quality of teaching and learning in the classroom, and the development of networks with the aim to promote co-operation in specific thematic areas within european schools. in its annual report (2007), the oapee states there were 2,035 comenius agreements signed and 3,238 agreements active during 2007 in spain. the same document stated that in 2008, there were 1,982 agreements signed and 2,153 active during that year. in catalonia, during the academic year 2007-2008, there were 110 multilateral projects, involving 62,484 students and 280 teachers3. when comparing the amount of comenius school projects that catalonia was granted in 2002-2003 and 2005-2006 to the other regions of spain (see the document informe sobre el estado y situación del sistema educativo -2007-), we were rated in second place (andalucia being the first). the aim of the study published under the report impact of comenius school partnerships on the participant schools (2007) is to investigate the impact of comenius 1 on the improvement of teaching quality on the integration of the european dimension in the work of the participating schools. the study concludes that the comenius programme is considered a “highly relevant instrument that, overall, has a very positive impact on the pupils, teachers and schools involved” (2007: 75). nevertheless, the positive impact is limited in time and has no continuation once the students finish school and it is lost as the teachers leave. libotton, van braak and garofalo (2002) submit a pilot project with the purposes of monitoring and evaluating comenius 3 projects. the results of their project indicate that the coordinators believe these courses are of great importance in developing intercultural awareness the reality of comenius projects gutiérrez colón-plana 3 this information is not published. it has been obtained directly by the author of this article from the department of education of the generalitat de catalunya (18/03/2010) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 195 as well as fostering collaborative transnational work. these projects also need the “active and committed support of the institutions involved to become a reality and more so when considering sustainability” (p.32). beernaert (2002) reports on the results of the assessment of the comenius 3 courses that ran between 1996-1999. he describes the positive and negative aspects of the comenius by both participants and organisers. on the whole, the conclusion is that even though the courses are thought to be very enriching, it is important to bear in mind all the negative aspects that can be improved. gordon (2001) suggests that schools provide plenty of answers regarding the evaluation of socrates programmes in schools, but “they also express the need for more support in defining what they want to do, less bureaucracy and more assessment of the results and outcomes” (p. 418). diamantopoulou (2006) carried out research to analyse the difficulties and benefits in the implementation of comenius programmes in greece. her conclusions are extremely revealing; she believes that there are many difficulties in the implementation of these programmes due to language problems, lack of technical infrastructure and limited prior experience. methodology this paper puts forward a qualitative study undertaken in ten public schools in catalonia during 2007-2008 within the frame of an agaur (agència de gestió d’ajuts universitaris i derecerca) research grant. the centres selected to the study were eip riera de ribes, ies torras i bages, ies joaquim bau, ceip mare de deu del portal, ceip montfalgars, ies vall d’hebron, col.legi cami ii, ceip pràctiques and ceip la roureda. all these schools coordinated a comenius 1 programme. the students involved in these programmes belonged to the last two courses of primary school (11-12-year-old children) and the second course of high school (up to 17 years old). the objective of this paper is to present and describe the comenius coordinators’ impressions about the implementation of these projects in their schools. according to mcnamara, interviews are particularly useful for getting the story behind a participant’s experiences. the interviewer can pursue in-depth information around a topic (1999). for this research, we used a general interview guide approach, with open-ended questions, as the method for carrying out this qualitative research because we required coordinators’ opinions, attitudes, and suggestions about their experience. likewise, we met the coordinators the reality of comenius projects gutiérrez colón-plana no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 196 of the projects. as it is done with this type of interviews, the openended questions were prepared beforehand and served to guide both the interviewer and the interviewee. ten interviews were conducted, each lasting 25 to 45 minutes. the interviews were later transcribed for a closer analysis of the data. the content of the transcriptions was analysed and organised in topics. in order to analyse the transcriptions’ content, we coded it into different topics. that is, recurring themes and ideas were identified and thus all the information was organised in topics. findings the content of the interviews is very rich and diverse due to the many different topics covered by the interviewees. they showed their interest in letting us know and understand all the characteristics and details of the projects they were carrying out including their coordination, organisation, working methods, positive aspects and problems encountered. we decided to code the data into five meaningful categories according to the information provided by the interviewees: 1) motivation, 2) objectives and topics, 3) school organization, 4) activities 5) organisational and cultural aspects. motivation the first question that the coordinators were asked was why their schools had applied for a comenius project. most of them argued pedagogical reasons such as the idea to recreate a natural setting for learning english at school; the promotion of cultural exchanges and a considerable interest in knowing the educational system of other european countries. before applying for the comenius project, many centres already coordinated european exchange projects such as orator (this is a programme to enhance innovation projects based to the oral competence. it is granted by the departament d’ensenyament of the catalan govenment) and comenius 1 (this type of project is a collaboration with the universities). the interviewed teachers had also been trying to get in contact at a personal level with other teachers in some european schools in order for their students to communicate in an authentic situation. all these types of projects provide a great benefit (from the linguistic point of view) for both the students and the teachers (see conclusions), but it also requires a significant amount of work for those teachers who are responsible for the project. the reality of comenius projects gutiérrez colón-plana no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 197 objectives and topics the comenius 1 projects start every two years under an established topic. then, the schools work within specific subtopics that they create. usually a group of schools from different countries work together under the same subtopic. it is interesting to see how the topics of the schools which apply for the comenius projects are different, but their main objectives coincide. the following are the most common aims of the projects: a) to improve students’ and teachers’ second language (in all the cases studied, it was english); b) to reinforce a european community feeling; c) to share the knowledge of other customs and cultures (for example a teacher commented that some catalan students were surprised when they saw that the romanian students addressed the teacher with the use of “usted”, which is the polite form of the personal pronoun); d) to enhance the feeling of community among students at the same centre; e) to motivate students in their learning of a foreign language as well as new subjects; f) to know and understand different cultures (as an example, several teachers commented that many parents did not allow their children to travel to other schools because they did not want their children to live with foreign families; g) to get used to living immersed in another culture to learn about tolerance, patience, and culture. the topics of the projects were completely different from one project to another. these are some of the topics that the schools had chosen to work with: renewable energy; the river llobregat (each school could choose a river in its area), the bands, celebrations, the city of barcelona (cities varied depending on the country), citizenship and democracy, and traditions. the topic areas were chosen and agreed upon by the coordinators at the annual meeting and, each school found a subtopic within the general one. these topic areas only had to meet two very important criteria: 1) all schools had to be able to work comfortably on the chosen topic and 2) the topic had to be broad enough for each school to find its own subtopic. school organisation before we decided to interview the coordinators of the comenius projects, one may believe that these projects had a framework of reference, and teachers only had to follow the guidelines to do the activities. however, after having carried out this research, one can see that each comenius project is a reflection of the energy, imagination the reality of comenius projects gutiérrez colón-plana no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 198 and willingness to work by the coordinators and their teams. there is no a general plan for the activities or a specific methodology of work. the organisation of each project is done based on the schools’ needs and teachers’ participation: different examples of how schools have adapted the project to their necessities are presented in this paper. while there are schools that have involved all their students in the project (from kindergarten to high school levels), in some centres, the activities were carried out only by one whole class. in other schools, the students involved in the project were only volunteers. in this case, the activities took place at the end of the school day (always guided by a teacher). some centres preferred to choose the participating students, as they felt that the basic criterion to maximize this experience was the level of english, and therefore, just a few students were prepared to participate. some teachers acknowledged that in the beginning, only some volunteer students were involved in the project, but after experiencing the positive results, the coordinators decided to involve all students. in consequence, they organised a comenius meeting every week for each different course to include as many students as possible. one of the characteristics of this type of projects is the exchange of students and teachers between two centres from different countries. a group of teachers is expected to travel abroad and meet their colleagues and set up basic rules for each specific project. if the schools decide that the activity seems interesting enough for their students, they can also plan dates for the students’ exchange. at first glance, this aspect does not seem to be complex; nevertheless, it could be one of the most complex ones according to the gathered data in the interviews. in some schools, due to bureaucratic and economic factors, only the teachers could visit other centres; in other schools, both teachers and students could visit their partners. however, only in one of the centres, the whole class could travel abroad to visit their partners. in all cases, the foreign schools visited the catalan ones. at the end of the term, the teacher must write a detailed report of the work done by students and teachers. according to this report, all the coordinators stated that the work carried out by students and teachers during the course had been quite hard but also rewarding. generally, the schools involved in these projects upload to their website all information related to the activities and how they are being and have been carried out. one of the teachers interviewed explained that the two english teachers involved in the project were overwhelmed by the amount of work related to the project, and at the beginning of the course they expected others would help them upload some information the reality of comenius projects gutiérrez colón-plana no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 199 to the website. nonetheless, nobody did it; so, they complained because the time was limited to update the page. in this case, we can see how important teamwork is and how significant the need of having big teams working on the same project is. activities as it has been described above, specific guidelines did not exist about how to conduct the project. from the interviews one can understand the coordinators must find and apply interesting and useful activities for all centres and groups. the coordinators use their experience with other european projects and school experiences to help the progress of their students. plenty of activities have been designed and carried out by schools within the comenius projects’ framework. according to the interviews, each school designs different types of tasks in compliance with its level of second language. for example, students prepare christmas cards (the youngest group), newspapers, a book on the theme of the project, blogs, presentations in power point, cd roms with audio files, activities with e-mails, and posters. a couple of schools once even prepared organic meals and traditional dishes for all the school members. organisational and cultural aspects for a better reading and understanding, this data was divided into two sections: 1. “organisational aspects” because they deal with problems related to the organisation of the comenius project at an institutional and school levels. the other section has been called “cultural aspects” because they cope with every day problems at a more personal level. organisational aspects the coordinators emphasised that one of the most problematic aspects that they faced when carrying out the project was the low level of proficiency in english; and most of the students could not accomplish the activities that the teachers had first created. for this reason, teachers often had to carefully adjust the activities that were originally scheduled and agree with the other partner schools. all teachers interviewed agreed that foreign language learning is the major unresolved issue of the education system in our country, and now with this type of projects, the problem is even more evident. for instance, a teacher could explain the reality of comenius projects gutiérrez colón-plana no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 200 that in finland (as in practically the rest of europe except spain), films and television series are broadcast in english: teacher 1: this is the problem we have with the foreign languages. our children will never learn english if we do not broadcast the simpson in its original version as they do in finland... this is a reality. the pedagogy and methodology that finnish people apply to the acquisition of english as a foreign language is not half as well designed and organised as ours, but we do not obtain any positive results [...] [in finland] when you switch on the television, it can be seen in the original version. teacher 2: did you know that in findland this year it is very popular to study spanish? this year... last summer in finland you could watch los serrano4! in spanish! this is the right way of learning a language! ies la roureda (recording time 30’44’’) this teacher’s criticism about the lack of original versions on tv in our country went even further. he stated that to learn a foreign language, it is very important that it appears frequently in our lives (as the finnish government policy makes possible). according to this teacher, all the effort and money spent in our country on the development of new laws and methodologies for schools do not get any positive result if a foreign language is still seen as a strange element in life. another common problem is the large amount of extra work faced by teachers involved in a comenius project. because the work that has to be done by the students involves many different types of tasks, teachers have to carefully follow all the students’ processes as they complete these assignments. therefore, it happens that a single teacher has been the supervisor of a whole class of about 30 students who were searching for information in books and on the internet, preparing a power point presentation, designing posters, uploading materials to the web, and creating a blog. perhaps due to the knowledge of this large amount of extra work teachers must do, together with an insufficient english level, in many schools there is only a group of two or three teachers who are in charge of the project. this means a significant extra-workload for the volunteer teachers. another negative aspect that broke out in the interviews was the little amount of investment given to each project. the main coordinators’ complaint is that students must often afford their trip and expenses abroad by themselves. even though, nowadays, they can find the reality of comenius projects gutiérrez colón-plana 4 a very popular spanish serial no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 201 cheaper flights with low-cost airlines, for many families this requires a large financial effort. schools usually pay for the trip of the visiting teachers, but they tend to stay in their colleagues’ homes, saving the school’s money. as well, some of the teachers interviewed thought the comenius projects are being promoted in quantity (that is, the more projects granted the better), leaving the quality in second place. economically, comenius projects do not reach... there’s enough money to the teacher (to travel) but not for the children. it is very lucky for us that these cheap airlines exist, because for example i remember that the cost of the trip for the students was 50 euros, return ticket. ies montfalgars. (recording time: 8’ 32’’) the coordinators of the projects expressed what seems to be a very common problem in many school centres: how some teachers are reluctant to allow their colleagues to leave the school for days to travel abroad. when this happens, the teachers stay in the school and they are in charge of all the tasks that the absent teachers cannot do. they feel that they are responsible for all the tasks, while their colleagues are “on a trip”. the interviewees wanted to make clear that those who complain do not belong to the comenius team, and therefore, they do not know the real tasks that these teachers perform. the root of this problem is the fact that the project does not provide money to pay for a substitute teacher during those periods of time. as we have stated before, the difficulties, problems and negative aspects of the comenius projects are not only organisational. if all the difficulties were of this nature, they could most likely be solved with some years of experience. however, we realised that many of the negative aspects expressed by the coordinators belong to a more complex area. we are talking about culture, customs and education. cultural aspects when teachers were asked about what aspect was one of the most difficult of the project, they all agreed that it was the coordination of various institutions from several countries. obviously, the main reason for this difficulty is the cultural differences and customs of various countries, but in some cases, these differences are big enough that teachers continuously face strains that make their work even harder. the different european school calendars and schedules are one of the major problems that affect these projects. for instance, it is difficult to organise a videoconference or chat (not to mention the the reality of comenius projects gutiérrez colón-plana no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 202 extracurricular activities) after school because catalan schools end their schedule much later than other european schools. organising a year with different deadlines to exchange tasks with other schools is a very difficult job. the beginning and end of the school calendar, not to mention the holidays, are quite different in each country. these cultural differences are also reflected in the criteria that the coordinators set up to choose the group of students who are going to visit the partner school. it appears that in some countries like romania, the only criteria are the marks; students with the highest marks are rewarded with the comenius visit. in general, in our schools, it seems that the criteria are quite different. if not all students can travel, then the coordinators choose those that they believe will make the most of the experience. if teachers are still not sure about who deserves to go, they make a raffle with all those who want to go. another difficulty that coordinators sometimes face is the fact that some parents do not allow their children to travel abroad nor stay with unknown families. in such cases, teachers try to convince these parents by offering their positive experiences with the project. nevertheless, according to the teachers, most of time, it is difficult to accomplish all the tasks. discussion and conclusions all teachers who were interviewed believe that the experience of the comenius project has been extremely positive. they emphasised the idea that this project not only benefits pupils but teachers as well. according to the coordinators’ interviews, language teachers usually try to create class activities that are as close to a natural setting as possible. within the frame of the comenius project, the natural setting has been introduced to the classroom because the daily work has been transformed into task work and project work to accomplish specific objectives, in which the main goal is to communicate with a partner school where the l1 is different from ours. these real situations that have been brought to the classroom are also starting to appear in other curriculum areas, thus, the students feel more motivated in subjects like history and geography. several different comenius coordinators concluded that the students who participated in these projects no longer saw foreign languages as a compulsory subject but as a necessity to be able to communicate with their colleagues abroad. with this new view, students considered tasks like organisation, summarisation, and preparation of information to present to their comenius partners to be necessary steps for setting proper communication. the reality of comenius projects gutiérrez colón-plana no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 203 at a more personal level, we also consider it very important to highlight that some of the catalan and foreign teachers have become close friends after several years in contact due to the organisation of the project, as the following quotation shows: with our present comenius partners it is the second time that we work together and we are practically friends. i have stayed at the coordinator’s home and he has stayed in mine. this already implies that we are friends, which means that we can work together in other projects. ies montfalgars. (recording time: 15’ 35’’) although this fact should be considered more like an anecdote than a general characteristic, it should be mentioned because the coordinators who mentioned this friendship also emphasised the idea that this could be very positive for their school because both their colleagues as well as their students could feel this close relationship between schools. another positive aspect is that because the teachers’ and students’ exchanges were carried out within the academic calendar, they could all see and learn how the other school was organised and also learn from their daily work. as an example, we can read in the following quotation how a headmaster from a catalan school explained to us that she was very surprised when she visited britain and learnt that a teacher could never be a headmaster. [...] we can see how different schools work and of course, the school management team... what we understand here as the figure of the headmaster ... there [in england] the school’s headmaster is the manager and director of the company, so he’s the one who makes the decisions. ies pràctiques. (recording time: 19’42’’) the other school that we visited... english ... and we found that one of the tasks that the director performed was to evaluate and control ... he visited all classes taking notes on how the different teachers managed their classes. ies pràctiques. (recording time: 20’35’’) most of the coordinators stated that due to the comenius, the teacher-student relationship had become closer and better. according to their opinions, this was due to the fact that during the project the teacher had to face many new situations and learn from them, making them feel like learners again. likewise they all had to carry out the same task; teachers agreed that the comenius project gave prestige to the school. apparently, there were parents who wanted to know if the school was carrying out a european project when they requested for information on the school before enrolling their children. furthermore, the parents of the reality of comenius projects gutiérrez colón-plana no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 204 the comenius students were very proud of the work performed by their children and grateful to the teachers. the school is very proud of this [comenius]. during the doors open day parents of future students visit the schools to check if they like it or not... one of the things.... one of the things that make us be more proud of the school is the comenius project... it gives a great deal of prestige to the school[..]. it gives prestige to the neighbourhood, because other schools do not have these types of projects. ies la roureda. (recording time: 14’58’’) finally, the coordinators have also expressed their complaints about some aspects related to the organisation of the comenius project both at an institutional level and at a school level, and about specific problems that arose in the daily work when implementing the project. we can refer to this project as the document which brought to light problems that many schools have, and which sometimes can be extrapolated to our society. these problems may limit the possibilities of the comenius programmes both at international and national levels, and include diverse issues such as the learning of a foreign language by students, educators and a quite significant percentage of the population; the significant amount of the coordinators’ and school teachers’ workload (which prevents them from focusing on projects like this), the little economic support that the comenius project is given, the need of substitute teachers or extra teachers to help with the comenius project, differences in schools’ calendars, and different criteria for choosing the students that will travel overseas. it is interesting to see that our results (qualitative) coincide with those obtained by the large-scale study carried out by the european commission. in this report, there is a table in which we are shown the significant difficulties encountered during the comenius project, and in it, we can see that the first three items in the table (by order of importance) are the following: 1. vast amount of administrative burden arising from the comenius project (37%); 2. lack of acceptance of the project by teachers/colleagues not directly involved (19%); 3. lack of foreign language proficiency of teachers/ colleagues (16%)5 all the material collected has also allowed us to learn a very positive reality about the interviewed schools. we truly believe that the great energy and motivation that comenius coordinators and language teachers promote in these centres should be emphasised. sometimes, the reality of comenius projects gutiérrez colón-plana 5 impact of comenius school partnership on the participant schools. final report. http://ec.europa.eu/education/doc/reports/doc/comeniusreport_en.pdf no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 205 when we think that nowadays schools and colleges have lost their energy and imagination to innovate in the classroom, we discovered with great pleasure that this is not always the case. there are many teachers who develop and implement new exercises, activities and projects to motivate their students. according to the data collected in these interviews, the image that one can get of the comenius projects are a very positive vehicle to bring new teaching methodologies and activities to the school. such projects involve observing subjects and concepts from a new point of view, implying a shift of objectives and aims and a translation from the theoretical to the practical. the problems identified by the coordinators need a thorough analysis for their improvement. they also need to receive more attention from the institutions. we also believe that they are in part due to the youth and short duration of such projects, but we cannot forget that some things have to change in order to be improved. even with these strains, and after listening attentively to the coordinators’ speeches, we can conclude that the positive aspects of the comenius project definitely tip the scales, not only in favour of the participating students, but also in favour of the teachers involved. without a doubt, this happens on many levels such as educational, social, cultural and personal. references beernaert, y. (2002). report on the evaluation of the action 3.2. in-set courses organised within the framework of action 3 of comenius. european journal of teacher education. 25:1, pp. 41-57. diamantopoulou, a. (2006). the european dimension in greek education in the context of the european union. comparative education, vol 42, n 1, pp 131-151. european comission (2010). sectoral projects: comenius. european comission. education and training. retreived march 20th, 2012 from http://ec.europa.eu/education/projects/llp/guide/structure/ comenius_en.htm european comission (2007). impact of the comenius school partnerships on the participant schools. final report. study on behalf of the european comission, dg education and culture. retreived march 20th, 2012 from http://ec.europa.eu/education/doc/ reports/doc/comeniusreport_en.pdf . the reality of comenius projects gutiérrez colón-plana no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 206 european comission (2010). lifelong learning-guide for applicants. european comission. education and training. retreived march 20th, 2012 from http://ec.europa.eu/education/projects/llp/guide/ structure/comenius_en.html european comission. education and training (2010). a single umbrella for education and training projects. retreived march 20th, 2012 from http://ec.europa.eu/education/lifelong-learning-project/doc78_3n.html. european comission. education and training. (2010). comenius: europe in the classroom retreived march 20th, 2012 from http:// ec.europa.eu/education/lifelong-learning-project/doc_84_en.htm gordon, j. (2001). the internationalisation of education –schools in europe and the socrates programme. european journal of education, vol. 36, no. 4. liobotton, a; van braak, j, & garofalo, m. (2002). atee interactive co-ordination and educational monitoring of socrates comenius action 3 projects, european journal of teacher education, 25: 1, pp 19-32. mcnamara, carter. (1999). general guidelines for conducting interviews, minnesota. retreived march 20th, 2012 from http://208.42.83.77/evaluatn/intrview.htm . ministerio de educación y ciencia (2007). informe sobre el estado y situación del sistema educativo consejo escolar del estado. secretaria general técnica. subdirección general de información y publicaciones. retreived march 20th, 2012 from http://www. educacion.es/cesces/informe-2005-2006/portada_cd.pdf oapee. (2007). annual report. oapee 2007. spanish national agency for european educational projects. retreived march 20th, 2012 from http://www.oapee.es/documentum/mecpro/ web/weboapee/servicios/publicaciones/memoria/memoria07uk. pdf?documentid=0901e72b8003fd82 . pp 17. oapee. (2008). a single umbrella for education and training projects (2010). annual report. oapee 2008. spanish national agency for european educational projects. retreived march 20th, 2012 from http://www.oapee.es/documentum/mecpro/web/ weboapee/servicios/publicaciones/memoria/memoria-en-ingles. pdf?documentid=0901e72b800b09a2 pp 17. the reality of comenius projects gutiérrez colón-plana no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 207 appendix 1: interviews with teachers 1. why have you chosen to participate in a comenius project? is it the first time you participate? are there any other project in the school (exchanges, foreign language projects, e-twinning) that may have influence on the comenius project? 2. are you the coordinator country? how many schools participate? which countries? how do you coordinate the different schools? how many meetings with the foreign schools do you plan to have? 3. how many teachers participate in the project? do they belong to the same subject or to different subjects? 4. is the school board an active member of the comenius management team? what is the implication of ampa (parents’ association)? 5. how often is the information given to the school board? 6. how many students participate? do all the students in the school participate? only a group? why? 7. how many hours per week / month are devoted to the project? what tasks are the students required to do? how often? 8. are there any project coordination meetings among teachers participating in the project? how many hours? 9. how have you planned to work in class? individually? in groups? are you planning to do some kind of tutoring or small group work? 10. what kind of feedback do you give? 11. what final tasks do students have to create? what are the objectives of the different tasks? 12. how will you make all the outputs and students’ tasks known by the teaching community? 13. are you going to have a final evaluation of the project in the school? do you take into account the students’ opinions? 14. are you going to have a final evaluation of the project with the other schools? 15. what do you expect of this comenius project? 16. do you think that participation in the comenius project will be useful for students? what things do you think they learn? 17. what aspects do you think will be the easiest and the most difficult of the project? the reality of comenius projects gutiérrez colón-plana no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 208 appendix 2: teacher questionnaire please put cross in the answer that you think is the most correct. (1 = none, 2 = little, 3 = enough, 4 = a lot) 1. the dissemination of information on the comenius project. of these objectives, which do you think you are going to achieve with the comenius project? 1 2 3 4 total number of answers to foster in students the knowledge and understanding of various european cultures. 0 0 7 7 the learning and understanding of different european languages. 1 4 5 3 increase the use and understanding of english. 0 0 4 9 helping young people develop active european citizenship. 0 3 6 5 helping young people to work together. 0 1 4 9 promote the innovative use of information technologies and communication. 0 0 6 8 further improvement of the pedagogical approaches in the classroom. 0 0 8 5 work some of these themes: arts, environmental education, traditions, struggles against racism, etc.. 0 0 7 7 how is the diffusion of information among the different centres? students of various schools get in touch 1 2 3 4 total number of answers using e-mail 0 1 6 7 through the messenger 5 4 2 2 using blogs 9 2 1 0 using power point presentations 1 0 5 7 through the centre website 2 4 2 5 through a common project website 3 2 2 4 via videoconferencing 5 3 2 0 via post 5 3 1 4 the reality of comenius projects gutiérrez colón-plana no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 209 2. degree of involvement of the groups involved (teachers, students, relatives, managers). 1 2 3 4 total number of answers the school staff supports the project 0 1 6 7 the board of directors knows and supports the project 0 0 2 12 more than one english teacher is involved in the project. 1 2 3 6 english teachers as well as other subject areas’ teachers are involved in the project. 0 2 5 7 the project helps teachers to improve professionally. 1 0 7 5 participating teachers have a special work permit (their teaching hours are reduced) to coordinate and develop the project. 8 3 2 0 the families know and participate in the project. 0 4 6 4 the students’ suggestions are taken into account when developing the project. 1 3 7 3 the project appears in the school’s web. 0 1 7 6 the teachers and students involved in the project are pleased with the work done together 0 0 2 12 satisfaction with the activities carried out for the project. 0 0 7 7 satisfaction with the students learning 0 0 10 4 satisfaction with the relationship of the schools involved. 0 0 3 11 the reality of comenius projects gutiérrez colón-plana no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 210 3. coordination and planning of the project 1 2 3 4 total number of answers the coordination among schools is good 0 0 8 6 the preparatory visits are effective 0 0 2 12 the exchange of materials is good. 0 0 6 8 the work’s organization is good. 0 0 6 8 the relationship and sharing of information among different centres is smooth 0 1 9 4 4. the motivation of the groups involved. the participation in a comenius project: 1 2 3 4 total number of answers improves students’ learning outcomes 0 2 11 0 improves the classroom dynamics 0 5 7 2 improves the relationship among students 0 2 10 2 improves the relationship among the teachers 0 2 11 1 helps the families know what is done in the english classroom. 0 4 6 3 motivates teachers in their teaching process. 0 0 9 4 motivates teachers to work harder 0 0 10 3 it helps teachers work in teams. 0 1 9 3 it helps the students work in teams 0 1 7 5 it fosters teamwork among students and teachers 0 2 7 4 makes students appreciate their work 0 0 7 6 the reality of comenius projects gutiérrez colón-plana no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 211 5. incentives to work in a comenius project. the participation in a comenius project is interesting for teachers because: 1 2 3 4 total number of answers they travel abroad and meet other educational systems. 0 0 2 12 they motivate students with language tasks similar to those carried out in a natural setting 0 0 8 6 they use more active and innovative methodologies. 0 0 8 6 they use new technologies 0 0 5 9 they continually improve their teaching methodology 0 1 6 7 they feel more valued by the headship 1 2 9 1 they feel more valued by the students 2 2 9 0 they feel more valued by the parents 2 2 10 0 6. the socioeconomic level of the school (material and financial resources, access to information technology and communication) and organizational conditions. 1 2 3 4 total number of answers the socioeconomic status of students is good 0 4 9 0 the school has many resources 0 3 11 0 when i need i have access to a computer room and there are enough computers for all the students. 0 0 9 5 the internet connection is very good 0 0 8 6 if i need materials or resources the school provides them for me. 1 1 6 6 the school library is good. 0 1 9 4 i work with small groups of students 0 1 8 4 i cannot spend all the time i would like in the project, because i must follow the textbook. 3 3 7 0 there are coordination meetings within the school timetable 4 1 6 3 students work in pairs / groups outside school hours. 2 8 1 3 the reality of comenius projects gutiérrez colón-plana no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 212 7. access to ict by students 1 2 3 4 total number of answers most students have computer and internet. 0 1 10 3 most pupils are able to use a word processor. 0 1 6 7 most students are able to use multimedia presentations. 0 3 7 4 most pupils are able to seek information on the web. 0 0 8 6 most students use msn 2 1 6 4 most students use blogs. 8 3 1 1 author * mar gutiérrez colón-plana has a ph.d. in english philology from rovira i virgili university. she has been working as assistant professor in the department of english and german studies at rovira i virgil university. since 1996, she has also been teaching english language at universidad oberta de cataluña. dr. gutierrez is currently the coordinator of the master´s program in foreign language teaching (english as a foreign language). her research interests include second language learning and new technologies. email: mar.gutierrezcolon@urv.cat the reality of comenius projects no. 6 (nov. 2012) no. 6 (nov. 2012) 161 autobiographies: a tool to depict english language learning experiences1 autobiografías: una herramienta para representar experiencias de aprendizaje del idioma inglés julia posada-ortíz and eliana garzón-duarte2* universidad distrital francisco josé de caldas, colombia abstract this article contains a description of a research project carried out with a group of english language pre-service teachers (elpts) of a state university in bogotá, colombia. the purpose of the study was to portray the experiences, feelings and insights the elpts went through as english language learners. autobiographies was the instrument to collect data. the results show that the english language learners’ process of learning has a strong influence of the language policies connected to the national program of bilingualism. they also show that it is necessary to create a cumulative program of english for each phase of schooling in order to avoid overlapping and to provide a more motivating learning process. the conclusions confirm that through the implementation of autobiographies in the efl classroom, teachers can feel connected to their students and understand their learning needs and interests from a more personal perspective. key words: autobiography; autobiographical research; english language learning; motivation in language learning; national program of bilingualism. resumen este artículo contiene la descripción de un proyecto de investigación que se llevó a cabo con 26 estudiantes de un programa de licenciatura en inglés de una universidad pública en bogotá, colombia. el propósito del estudio fue retratar las experiencias de los estudiantes como aprendices de lengua, sus sentimientos y puntos de vista al respecto. la autobiografía fue el instrumento que se utilizó para recoger datos. los 1 received: september 8th 2018/ may 15th 2019 2 jzposadao@gmail.com; eliaga@yahoo.com funds of knowledge with guatemalan teachers gist education and learning research journal. issn 1692-5777. no.18 (january june 2019). pp. 161-179. no. 18 (january june 2019) no. 18 (january june 2019) 162 resultados muestran que el proceso de aprendizaje de lengua tiene una fuerte influencia del programa nacional de bilingüismo. también evidencian la necesidad de crear un currículo de inglés más amplio e incluyente, que tenga en cuenta lo aprendido en las diferentes etapas de la escuela para evitar la repetición de contenidos y propiciar un aprendizaje más motivador. en las conclusiones se confirma que la implementación de autobiografías en el aula de inglés como lengua extranjera permite a los profesores entender las necesidades e intereses de sus estudiantes desde una perspectiva más personal. palabras clave: autobiografía; investigación autobiográfica; aprendizaje del inglés; motivación en el aprendizaje de lenguas; programa nacional de bilingüismo. resumo este artigo contém a descrição de um projeto de pesquisa que se realizou com 26 estudantes de um programa de licenciatura em inglês de uma universidade pública em bogotá, colômbia. o propósito do estudo foi retratar as experiências dos estudantes como aprendizes de língua, seus sentimentos e pontos de vista ao respeito. a autobiografia foi o instrumento que se utilizou para coletar dados. os resultados mostram que o processo de aprendizagem de língua tem uma forte influência do programa nacional de bilinguismo. também evidenciam a necessidade de criar um currículo de inglês mais amplo e incorporador, que leve em consideração o aprendido nas diferentes etapas da escola para evitar a repetição de conteúdos e propiciar uma aprendizagem mais motivadora. palavras chave: autobiografia; pesquisa autobiográfica; aprendizagem do inglês; motivação na aprendizagem de línguas; programa nacional de bilinguismo autobiographies in english language experiences posada-ortíz & garzón-duarte no. 18 (january june 2019) no. 18 (january june 2019) 163 introduction as one of the requirements for the subject language, society and culture in one b.ed. program of english teaching in a public university in bogotá, the teacher-researcher asked her students to write autobiographies, as a reflective methodology to know the connections student-teachers made with the process of learning and teaching english as a foreign language in the colombian context. by reading these autobiographies, she observed that the student-teachers struggled to be able to understand the classes they receive mainly in english during the first semesters of the program. she also realized they made use of some specific strategies in order to overcome their difficulties. therefore, she started to do research with the 26 students who were taking this subject during the first semester of 2015 to delve into their experiences as english learners and future teachers of english. this article presents the purposes, method, theoretical framework and results of this research. the insights derived from this work might help teacher educators to understand how the students make sense of their experience as language learners and what needs to be done in order to be more effective english teachers not only at the university, but also in basic levels, namely primary and secondary education. nevertheless, we would like to clarify that this article does not have a prescriptive intention whatsoever. theoretical framework in this section, we will define autobiography and autobiographical research in education. we will also illustrate how learning a language is influenced by socio-cultural factors and different forms of orientation in motivation. finally, we will provide a brief description of the national program of bilingualism in colombia. autobiography autobiography is one form of narrative among blogs, stories, journals, interviews essays and others. a narrative is a “recounting of things spatiotemporarilly distant” (toolan, 2001, p.1). distant refers to the tale and its topic, and also to the reader and teller. narratives always include stories about people, their memories and reflections, the connections they make between their past and present and the sense they make out of their lived experiences. autobiographies provide us with a great opportunity to see our actions and our journey through life under certain circumstances. in this particular case, the students had the chance to reflect on their experience as language learners in their basic education and at the bachelor program. they enjoyed the writing autobiographies in english language experiences posada-ortíz & garzón-duarte no. 18 (january june 2019) no. 18 (january june 2019) 164 of this experience as it will be shown in the data analysis and the researcher was delighted to learn from their experiences. an autobiography is “the story of the memory of oneself, one’s history and its critical moments” (hernández et al., 2011, p. 29). gusdorff (1991) highlights the etymological components of the word autobiography which make it a complex concept. autos refers to the identity, the consciousness of oneself and the principle of an autonomous existence, bios affirms the vital continuity of that entity and its historical development; finally, graphe introduces the technical means used to describe the development of that self. in the case of autobiography, the means is the written word. autobiography is one of the objects of study of autobiographical research. being autobiography one of the objects of study of autobiographical research, we can define this type of research as the one that “explores the interweaving between language, thought and social practice. it examines how individuals integrate, structure, interpret spaces and temporalities of their historical and cultural contexts to examine, in that way, the process of construction of the subject (or group) in the dialectical interaction between social space and personal space through (the) language(s)” (passeggi, 2011, p. 29). autobiographical research in education autobiographical research in education has been done through four waves. the first wave began in the early 70s in the usa and it was designated as autobiography and curriculum. this type of research focused on the analysis of the understandings and meanings of students in initial training. it included the reconstruction of autobiographical stories from the perspective of the curriculum as text and gender identity. the second wave embraced stories of experience and narrative (grummet, 1988, 1991; pagano, 1990). in this type of research, the researchers collected observations, diaries, conversations and documents that constitute narratives in order to reconstruct the experience that produces personal knowledge. in this wave there was an intense study of feminism. the third wave was related to collaborative autobiographies in which the researcher and the participants classified the autobiographies according to themes and patterns and made a report of their perspectives (butt & raymond, 1988) (schubert & ayers, 1992) (goodson, 1998; goodson & cole, 1993). this process allowed the creation of a shared professional culture and identity. finally, we have the recent tendency to use narratives and stories in order to comprehend the history of education. this way has two trends. the first one includes personal stories examined only by the researcher and the second one autobiographies in english language experiences posada-ortíz & garzón-duarte no. 18 (january june 2019) no. 18 (january june 2019) 165 is focused on the life of the teachers that are examined by the teachers and the researcher. the research described in this article can be framed in the one that includes personal stories (the ones written by the students) and examined by the teacher researcher. in colombia some scholars such as durán, lastra & morales (2013); and villarreal, muñoz & perdomo (2016) have used autobiographies and narratives as a means to understand how people see life and construct meaning out of their experiences. in the first case, with college students and, in the second one, with students from 6th and 11th grades and their beliefs about the english classes. other studies include the life stories of colombian teachers, as it is the case of clavijo’s (2000) research. the writing of an autobiography fosters a process of reflection that accounts for a better comprehension of the contexts and views of the world of the person who writes, which in turns reverts in a possible benefit as it gives voice to the voiceless and allows the implementation of changes and reforms based on the knowledge of the conditions narrated by the person who experiments the tensions and conflicts involved in living under certain circumstances. the particular autobiographies analyzed in this project shed light on the needs of the students in their language learning process as well of the learning strategies they use in order to improve their language skills. the autobiographies also showed the tensions the future teachers go through and the different representations of the academic life. in this sense, this project might contribute to introduce some innovations in the english program of the major in which this study took place. motivation in language learning according to williams and burden (1997), learning another language is different from learning any other subject. the learning of a foreign language implies more than just developing a set of skills, vocabulary and grammar; it entails “an alteration in self-image, the adoption of new social and cultural behaviors and ways of being, and therefore has a significant impact on the social nature of the learner” (p. 115). crookall and oxford (1988) state that learning another language is “ultimately learning to be another social person” (p. 136). gardner (1985) adds that “languages are unlike any other subjects in that they involve the acquisition of skills and behavior patterns which are characteristic of another community” (p. 146). consequently, learning a foreign language will be influenced by the attitudes towards the particular community of speakers of that language. autobiographies in english language experiences posada-ortíz & garzón-duarte no. 18 (january june 2019) no. 18 (january june 2019) 166 language learning is also affected by the context and the culture in which learning takes place. in colombia “speaking english has been deified as an asset in the sense that it only brings benefits to those who learn it, mainly as the access to a modern world characterized by technology, wider communication, economic power, scientific knowledge, and the like” (maurais, 2003 as cited in guerrero, 2010.). thus, a concern that emerges in the colombian context is to know what makes someone interested in learning english. so here, it is important to explain the difference between integrative and instrumental orientation in motivation (gardner, 1985). an integrative orientation “occurs when the learner is studying a language because of a wish to identify with the culture of speakers of that language” (williams & burden, 1997, p. 116). an instrumental orientation describes a “group of factors concerned with motivation arising from external goals such as passing exams, financial rewards, furthering a career and gaining promotion” (williams & burden, 1997, p. 116). according to the results of this study, it could be interpreted that the students’ orientation in their motivations seems to be instrumental as most of them reported to be interested in the english language as the means to obtain better job positions and be able to travel and achieve their goals. the instrumentalization and usefulness orientation in motivation to learn english in the imagining of the students and their relatives might evidence the strong influence of the national policies “in times in which languages are stratified according to their instrumental value in the job market, and languages such as english gain a higher status based on the assumption that they provide better possibilities for employment and traveling” (usma, 2009, p.132). therefore, this study is focused on a cognitive approach to motivation which “is concerned with such issues as why people decide to act in certain ways and what factors influence the choices they make” (williams & burden, 1997, p. 119). the national program of bilingualism in 2005, the ministry of education released the national program of bilingualism in colombia, a long-term policy that aimed “to make colombian citizens bilingual in spanish and english by 2019” (usma, 2009, p. 128). this program was implemented focusing on five main areas, (1) developing standards for english teaching and learning; (2) evaluating communicative competence in students as well as in-service and pre-service teachers within and outside the formal school system; (3) providing professional development programs for teachers in order to develop their pedagogical knowledge as well as communicative competence in english; (4) supporting the use of new information and communication technologies for the teaching of english; and (5) consolidating bilingual and trilingual models in the different ethnic communities around the country (cely, 2007). autobiographies in english language experiences posada-ortíz & garzón-duarte no. 18 (january june 2019) no. 18 (january june 2019) 167 the program designated the british council as the leading implementation agency around the country, and cambridge university press would be in charge of testing teachers and students, as well as publishing the materials that would serve as a reference for the plan. this program was criticized by scholars in colombia, who identified some flaws in its implementation such as the reduction of the term bilingualism to speaking english and spanish, the processes of inclusion of the british council and other international companies to support the program, and the exclusion of national universities and the instrumentalization of language learning among others. as a way to mediate in the academic discussion, the government changed the name of the national program of bilingualism into national english program 2015-2025. the program “seeks students to use english as a tool to communicate with the world and improve their career opportunities strategy” (presidencia de la república, 2014). this program is focused on three main areas: 1) strategies for teacher training and teaching materials for primary and secondary education; 2) quality, support and funding for higher education; and, 3) coordination with the productive sector. once again, the new program relies on the british council and cambridge as leading agencies to accompany the process. the implementation of the national program of bilingualism brought the implementation of testing the english level of students and teachers and rose the demand for english teachers especially in primary education where the teaching of this language should start. it also gave great relevance to the use of icts in education. the implementation of the program did not take into account neither local needs nor the differences between rural and urban areas and private and state schools. although there is a good intention from the part of the government to make people able to speak another language, they did not consider other language possibilities and they adopted english as the only language worth learning. the government, as stated previously, did not take into account local needs and contexts and, in this way, “the uncritical adoption of bilingual models brings to light, as a consequence, that the good intention of giving everybody access to a language of power ends in an even more unequal distribution of material and symbolic resources” (guerrero, 2010, p. 168). the students’ autobiographies evidenced some of the flaws in the implementation of this program, being the most remarkable ones the unequal distribution of resources and the shortage of english teachers in primary schools. they also declared the big social difference between the english teaching in private institutions and the one offered by state schools, where the conditions are not the same, even when the national english program has common objectives for all the levels of the educational system in colombia. autobiographies in english language experiences posada-ortíz & garzón-duarte no. 18 (january june 2019) no. 18 (january june 2019) 168 research design in this section, the context, participants, methodology, and data analysis of the research will be presented. the four categories derived from the data analysis are explained. these categories are entitled as (1) my experience as a young learner of english, (2) reasons for learning another language, (3) making sense of my academic life, and (4) visions of teaching. context and participants this study took place at a state university in bogotá, colombia. it was carried out with 26 sixth-semester students from a language teacher education program. the students took the subject called language, society and culture. this subject was taught in a four-hour period a week, during 16 weeks in the first semester 2015. the students’ age ranked between 20 and 25 years old. the participants volunteered to take part of the project and the type of work was piloted with a similar population in the two previous semesters. language, society and culture belongs to the disciplinary field of this bachelor’s program and it is oriented to raise student teachers’ awareness of the elements involved in language and their connections with society development and cultural views. reflection is a key factor in this subject. aims, methodology and data collection instruments the first aim of inquiry was to describe the language learning experiences of the student teachers and to characterize the main and most significant experiences they went through. in order to achieve these objectives, the narrative inquiry that entails “learning about the content of the experiences of the participants and their reflections” (barkhuizen, 2013, p. 8) was used. narrative inquiry is also defined by connelly and clandinin as “the study of experience as story” (2006, p. 477). according to barkhuizen (2013), these authors incite the researcher to go deeper in the context and the content of these stories in terms of temporality (the times in which experiences unfold), place (the places where the experiences are lived), and sociality (personal emotions, desires and interactions between people). incited by connelly & clandinin (2006), the content and the form of the students’ autobiographies were analyzed and this analysis led to identify that their temporality was framed within the times of the implementation of the national program of bilingualism with all its vices. it was also noticeable in the autobiographies that the student teachers went through experiences in state and private institutions and that the latter offer them better opportunities autobiographies in english language experiences posada-ortíz & garzón-duarte no. 18 (january june 2019) no. 18 (january june 2019) 169 to learn the foreign language. finally, it was read about their feelings when learning english, their dreams, and relationships between their classmates and language teachers, not only in their basic education, but also at the university. in order to analyze the autobiographies, the theoretical framework and ideas of riessman (2000), hernández & rifà (2011), and barkhuizen (2013) were used. the main source of data was the autobiographies written by the students following some items based on questions about their english learning experience. an analysis of the structure and content of the autobiographies was carried out, but the emphasis was done on the latter. regarding the structure, it was found that most of the narratives started with an introductory paragraph, they continued describing the experiences with the english language at school, family and college. most of them finished with a description of future plans and some of the narratives had an abrupt end. the following section will describe the four categories of analysis. category 1: my experience as a young learner of english as the student-teachers included their experience in primary and secondary school, this part of the narrative structure was called my experience as a young learner of english. “in primary school i had one teacher who was in charge of all of the subjects. that teacher had little knowledge about english…when i was in secondary school, i had a good teacher in my english class” (c.g. 2015:1). the experiences depicted by the students had in common that most of the times they had only one teacher in primary school and that teacher was in charge of teaching all the subjects including english. therefore, their experience in primary was reduced to learning lists of vocabulary and one or two songs. some of the students had a better experience in their secondary school and a few of them decided to study in a language institute in order to improve their language skills or to prepare themselves to be admitted in the university. being private schools and institutes the places where students found better opportunities to improve their english might evidence that the conditions in which english is being taught and used in colombia “puts the population which does not have the material, economic, or human resources to access the l2 at a disadvantage” (guerrero, 2010, p. 176). the fact that most of the students were taught english in primary school by the homeroom teacher who was the teacher in charge of all of the subjects brings about the problem the national policies related to learning english has in common with other countries. in 1994, the ministry of education, in autobiographies in english language experiences posada-ortíz & garzón-duarte no. 18 (january june 2019) no. 18 (january june 2019) 170 its general law of education, introduced in colombia “the need to learn at least one foreign language starting in elementary school” (usma, 2009, p. 127). nevertheless, this policy as it happened all around the world had some effects on the teaching and learning practices being the most remarkable “the shortage of primary school teachers with an english specialism. as a result, homeroom teachers, who may only speak limited english, are often required to take english lessons” (copland & garton, 2014, p. 225). this fact supports quintero and guerrero’s (2013) claim that educational policies ignore, silence, and make teachers in general invisible as their opinions are not taken into account and they have to “find ways to make them (the policies) meaningful for their students in their particular context. this implies that sometimes they (the teachers) have to skip some of them (the policies) and adapt others; all this in order to, as they say, do the best for our students” (p. 202). category 2: reasons for learning another language when reading the narratives, one of the most interesting things was to discover the students’ reasons for learning english. it could be noticed that their motivation was high and that it came from different sources, having some of them an instrumental orientation and external influences such as key people and events. the cognitive concept of motivation, construed as “a state of cognitive and emotional arousal, which leads to a conscious decision to act, and which gives rise to a period of sustained intellectual and/or physical effort in order to attain a previously set goal (or goals)” (william & burden, 1997, p. 120), is the concept that frames this research. there was an emotional arousal in all the autobiographies derived from an instrumental orientation and external influences. this emotional arousal made the students invest not only money, but also intellectual and physical effort to learn the language. the following lines explain the external influences that boosted students’ interest in english. a. perceived value of learning english as stated in the theoretical framework, from a cognitive perspective “motivation is concerned with such issues as why people decide to act in certain ways and what factors influence the choices they make” (william & burden, 1997, p. 119). when the reason for performing an activity lies within the activity itself, we are talking about intrinsic motivation: “when the only reason for performing and activity is to gain something outside the activity itself, such as passing an exam, or obtaining financial rewards, the motivation is likely to be extrinsic” (william & burden, 1997, p. 123). autobiographies in english language experiences posada-ortíz & garzón-duarte no. 18 (january june 2019) no. 18 (january june 2019) 171 the students involved in the project were sometimes intrinsically motivated and sometimes extrinsically. for instance, most of them showed preference for english and they invested time and effort. however, they were also interested because learning english represents social status and gain (better job opportunities, travelling and interacting with people from other cultures). the sustained effort students made in learning english came from the fact that they gave a great value to the language in terms of what it represented in their long-term goals and life projects: “i have always liked traveling (sic), learning new things, new cultures and learn from the world above (sic). english is considered as the universal language, for that reason, i thought that learning languages could be necessary to accomplish my expectations” (a.c. 2015:1). “one day i was talking with my father and he told me that i had to study something that opens doors everywhere…” (m.g. 2015:1). b. curiosity one of the major components of motivation is curiosity. curiosity is inherent to human beings. the student teachers´ curiosity started when they heard new songs, came across books written in english and learned about new cultures: “i found some books of meyer’s institute and looked at the images of london and some comics and i was interested because i did not understand anything so, i took a dictionary, some cassettes and tried to understand what those books were saying” (f.b. 2015:1). c. key people the interest in the english language was also created by the influence of some relatives and teachers who not only made the students like the language, but also made them think about becoming an english teacher. “my sister in law was the person who influenced me in become a teacher (sic)” (p.3). “teachers like him are persons who leave a mark in you and make you want to follow their lives and examples (sic)” (j.p.r. 2015:1). d. key events there were also key events such as school performances and going to the movies that engaged students in the liking of english: “an important tradition at school was to prepare a big role play to present at santo tomas university and only the best students could participate autobiographies in english language experiences posada-ortíz & garzón-duarte no. 18 (january june 2019) no. 18 (january june 2019) 172 in it. so, i think that i did my best to belong to that “privileged group” (e.s. 2015:1). “the only reason i had to learn english when i was a child was the fact that i wanted to understand movies language…” (f.r. 2015:1). category 3: making sense of my academic life according to passegi (2011), one of the three principles that guide research on autobiographies is the construction of reality. this is the moment in which the writer links past and present and how this link has made him or her what he or she is now. the autobiographies showed positive and negative experiences that influence the students’ decisions to continue improving their language learning. in the process of overcoming the difficulties when learning english, students become agents of their own language learning process. “i think that the best experience i have ever had in (the b.ed. program), was in first semester, the english teacher i had at that stage was simply amazing, and i learnt a lot from him. he made me feel sure about this career, and about being an english teacher. clearly, that experience, made me continue in the program” (s.b. 2015:1). students’ academic life was permeated by some tensions that had mainly to do with abrupt changes from one teaching style to another. some students were highly motivated by the english teachers they had in primary and then they found that their secondary english teachers were absolutely different. the same was true for the university experience. some of the students stated that the teachers at the university do not take into account students’ needs: “this experience has been very different at the university because… (teachers do not) do activities according to our needs” (l.r. 2015:1). there is a mismatch between what their teachers at the university preach and what they do in class: “talking about my experiences at the university on the […] program i have to say that most of the english teachers are focused on theories and sometimes they do not encourage students to learn english as a whole” (f.b. 2015:1). “sometimes teachers do not help enough…” (a.c. 2015:1). besides the aspects mentioned above, students see the university as a world of dichotomies; some classmates are selfish, some others cooperate: “when i started my degree, i was so confused because i really loved english…but the subjects (sic) did not make me feel good, the people autobiographies in english language experiences posada-ortíz & garzón-duarte no. 18 (january june 2019) no. 18 (january june 2019) 173 were arrogant and i never received help from anyone so i started failing and delayed (sic) one semester” (d.h. 2015:1). academic life is full of challenges. students have to perform some activities in english even at early stages of the b.ed. program, when they do not feel confident enough to do so, and sometimes they feel at a disadvantage towards their peers. these situations create tensions and force the students to search a way through to overcome limitations: “my english classes were awful, and sad sometimes, because i could not understand a lot of things…” (e.a. 2015:2). “many of my classmates had a good level …so i felt very shy and ashamed to speak” (j.r. 2015:1). students become agents of the b.ed. program as they undergo some aspects of the university within certain dichotomies such as good and bad teachers, good and bad experiences. however, they are also agents as they find ways to overcome the problems. “i had a terrible teacher, so i realized that it is too important the autonomous work. that’s why i started to improve by myself, watching movies, reading books, looking for free english courses online, talking to native english speakers in chat rooms, and so on” (c.s. 2015:2). they also read or look for alternative ways to practice english, such as english clubs or groups of people who join foreigners in places for this purpose. the interest of some students is also focused on culture: “i like to read newspaper articles […] there are also some places in bogotá where you have the opportunity to speak with native speakers, depending of your level (sic) and that’s a good tool because is the closest chance that you have to know about english people and their culture” (d.n. 2015:2). to sum up, students look for different ways to face all the challenges of their academic life and succeed. we could say that they do a lot with english outside the classroom and they are autonomous, definitely agents of their own learning process. category 4: visions of teaching as the participants are student-teachers of english, it was important to analyze their visions as future teachers. they still have a romantic view of teaching and they foresee themselves as humanistic teachers that will improve education and change the world. for them, it is paramount to teach another autobiographies in english language experiences posada-ortíz & garzón-duarte no. 18 (january june 2019) no. 18 (january june 2019) 174 language as a way to help people. one of the most important points to highlight is that they want to continue their preparation with further studies: “a teacher is someone who helps people, who teaches, who listens, who understands, and who loves the profession and obviously is a person who changes the world” (j.a. 2015:2). “i would like to discover all the stories behind every student and use that in a future to analyze the best way to teach them” (s.h. 2015:2). “in the future i see myself as teacher researcher” (f.b. 2015:2). it is important to highlight that students’ visions of the teacher have a lot to do with the pedagogical and humanistic aspects. students recognize teaching as a profession and some of them are clear about having a role as teacher researchers as well. teacher development is an ongoing process that makes part of their life project. conclusions and implications the main purposes that guided this project were to describe the language learning experiences of the studentteachers and to characterize the main and most significant experiences they went through. we described the english language learners’ experiences in terms of four categories entitled as follows: my experience as a young learner of english, reasons for learning another language, making sense of my academic life, and visions of teaching. the experiences depicted by the future teachers showed a strong influence of the national program of bilingualism with all its flaws, especially the fact that english was adopted as the main foreign language to be taught and learnt giving this language a status “even higher than the mother tongue in colombia” (guerrero, 2010). thus, the participants’ narratives portrayed interesting insights about the way global and local factors are affecting english learning and teaching in colombia. the global policies about learning english from an early stage derived from the market have reached our country and have had an impact on our primary and preschool programs. we could see from the autobiographies that they depict “a widely reported problem…the gap between the supply of qualified teyl (teaching english to young learners) teachers and the demand for them as programs expand…” (enever & moon, 2009, p. 10). the lack of qualified teachers means that countries frequently have to rely on teachers “who are not trained to teach teyl, including primary class teachers and others who might not have qualifications appropriate for teaching younger children” (enever & moon, 2009, p. 10). autobiographies in english language experiences posada-ortíz & garzón-duarte no. 18 (january june 2019) no. 18 (january june 2019) 175 most of the students claimed to have been taught english in primary school by teachers who were not prepared to do so, and therefore they were requested to learn long lists of vocabulary or do translations. they also stated that these classes were mainly taught by their homeroom teacher who was in charge of all of the subjects. this might show how the policies on learning english whose implementation started in our country in 2005 with the national program of bilingualism did not supply sufficient qualified language teachers in primary schools and how the teachers faced this problem trying to do what was best for their students. it also shows that these policies were top-down and did not take into account local needs and contexts. in the second category, namely reasons for learning another language, we can see the instrumentalization of language learning (usma, 2009) as the main reason to learn english. the students perceived the value of this language as the means to travel and get better job opportunities which turns english into “an instrumental tool to be “competitive” in the job market and the “knowledge based economy” (usma, 2009, p. 133). according to usma, the instrumentalization of language learning is one of the effects of the international policies adopted by colombia in the national program of bilingualism. at the university, the students found that they were not progressing in their learning of the english as a foreign language, as the information they receive does not seem to have continuity. this might evidence the need to establish “a cohesive curriculum outline in foreign languages, ensuring a cumulative program of provision for each phase of schooling” (enever & moon, 2009, p. 12). the student teachers feel their english teachers’ discourse is not coherent to what they do in class and that they should make their classes more interesting and focused on students’ interests. although students reported to do a lot of autonomous work mainly by using the icts (chats, television, network), they still acknowledge the need for a teacher who accompanies their process and helps them with some tutoring more than one who makes a lot of use of icts in class. teacher who helps, understands them and foremost loves his or her profession. the previous paragraphs probably describe the most interesting finding which has to do with what the student teachers expect from their language teachers. student teachers did not claim for a teacher using new technologies in class. they look for a teacher who is aware of what they already know, their needs and interests and someone who is a more like a councilor to their difficulties. we wanted to highlight the use of the icts and the students’ image of a good teacher because icts are also part of the global policies in education and the nowadays called plan nacional de inglés (national english plan). the autobiographies in english language experiences posada-ortíz & garzón-duarte no. 18 (january june 2019) no. 18 (january june 2019) 176 use of icts is mandatory as one of the resources that should be implemented in class. this aspect needs revision as focusing too much in the icts as the only means to engage students in tasks related to learning languages, so this might lead to a distorted view of teaching and learning. looking for fun activities and getting to know our students better can lead them to progress as well. by stating this, we do not mean we should exclude icts as part of our practice as language teachers, what we would like to emphasize is that there are other alternatives being the most important carrying out needs analysis in order to know what our students already bring, need to learn and how they learn. therefore, the use of the icts and the new environments for learning should be evaluated in terms of “an understanding of the extent to which they enhance the learning experience” (enever & moon, 2009, p. 11.) it was interesting to note that the visions of teaching pre-service teachers have, has to do with providing useful learning experiences and be able to match their students’ needs. only two students out of the 26 envision themselves as a teacher researcher and all of them established being a teacher as part of their life project. on a more personal note, we would like to add that by reading these narratives we got to know our students better. it was easier to understand the way they behave in the classroom and, of course, it made us feel more connected with them. finally, it is important to state that the findings of this project might shed a light on some of the effects of the national program of bilingualism. as for the b.ed. program, where this study took place, it would be interesting to consider an evaluation of the english syllabus offered, in terms of the continuity suggested by the results. this evaluation could be extended to primary and secondary levels of education, where the students also 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(2012). analysis of personal narratives. in j. f. gubrium, j. a. holstein, a. b. marvasti, & k. d. mckinney (eds.), the sage handbook of interview research: the complexity of the craft (ch. 25). london, uk: sage publications. schubert, w. & ayers, w. (1992). teacher lore: learning from our own experience. new york: longman. toolan, m. (2001). small stories, positioning analysis, and the doing of professional identities in learning to teach. narrative inquiry, 17, 371-89. usma, j. (2009). education and language policy in colombia: exploring processes of inclusion, exclusion, and stratification in times of global reform. profile issues in teachers’ professional development, 11(2), 123141. villarreal, j., muñoz, j. v., & perdomo, j. m. (2016). students’ beliefs about their english class: exploring new voices in a national discussion. profile issues in teachers’ professional development, 18(2), 139-150. williams, m. & burdens, r. l. (1997). psychology for language teachers. a social constructivist approach. cambridge: cup. autobiographies in english language experiences posada-ortíz & garzón-duarte no. 18 (january june 2019) no. 18 (january june 2019) http://wsp.presidencia.gov.co/prensa/2014/julio/paginas/20140710_05-programa-nacional-de-ingles-2015-2025-colombia-very-well-pondra-a-hablar-ingles-a-los-colombianos.aspx http://wsp.presidencia.gov.co/prensa/2014/julio/paginas/20140710_05-programa-nacional-de-ingles-2015-2025-colombia-very-well-pondra-a-hablar-ingles-a-los-colombianos.aspx http://wsp.presidencia.gov.co/prensa/2014/julio/paginas/20140710_05-programa-nacional-de-ingles-2015-2025-colombia-very-well-pondra-a-hablar-ingles-a-los-colombianos.aspx 179 authors *julia posada-ortiz is a doctoral candidate in education with an emphasis in elt at universidad distrital francisco josé de caldas. she holds an m.a in applied linguistics to tefl from universidad distrital francisco josé de caldas, a specialization in literature teaching from universidad del quindío-coruniversitaria and a b.ed. in english and spanish teaching from universidad del tolima. she is an associate professor in the faculty of sciences and education at universidad distrital francisco josé de caldas and a member of the research group aprendizaje y sociedad de la información. orcid: https://orcid.org/0000-0001-8919-5286 eliana garzón-duarte is a doctoral candidate of english applied linguistics at the university of szeged, in hungary, as a scholarship holder from the stipendium hungaricum program. she holds an m.a. in language teaching from universidad pedagógica y tecnológica de colombia. she is a full-time teacher of the faculty of education at universidad distrital francisco josé de caldas. her research interests are identity construction, language education, language rights, linguistic diversity and social justice. orcid: https://orcid.org/0000-0001-5920-1550 autobiographies in english language experiences posada-ortíz & garzón-duarte how to reference this article: posada-ortiz, j., & garzón-duarte, e. (2019). autobiographies: a tool to depict english language learning experiences. gist education and learning research journal, 18, 161-179. https://doi.org/10.26817/16925777.447 no. 18 (january june 2019) no. 18 (january june 2019) https://orcid.org/0000-0001-8919-5286 https://orcid.org/0000-0001-5920-1550 https://doi.org/10.26817/16925777.447 _hlk9576345 50 the use of first language in the second-language classroom: a support for second language acquisition1 el uso de la lengua materna en el salón de la clase de inglés: un apoyo para la adquisición de una segunda lengua mara salmona madriñan2* colegio nueva granada, colombia abstract this action research project was carried out in order to identify the role of first language in the second-language classroom. this study was conducted in a colombian international school with an english immersion program for kindergarten students attending their first year of school. the purpose of this study was to identify if the use of the mother tongue in the classroom increases comprehension and facilitates the second language acquisition process. two lesson plans were designed: the first one using only english as the language of instruction, and the second one using both languages, spanish and english. the results demonstrate that students do benefit from the use of the first language in the classroom, transferring concepts from their mother tongue to the new language. keywords: second language acquisition, language transfer, first language acquisition, language of instruction resumen esta investigación acción fue desarrollada con el fin de identificar el rol de la primera lengua en el salón de clase con un programa de inmersión a la segunda lengua. este estudio se llevó a cabo en un colegio internacional colombiano 1 received: july 15, 2014 / accepted: october 6, 2014 2 marasalmona@hotmail.com gist education and learning research journal. issn 1692-5777. no. 9, (julydecember) 2014. pp. 50-66. salmona no. 9 (july december 2014) no. 9 (july december 2014) 51 caracterizado por su programa bilingüe de inmersión al inglés. el objetivo de esta investigación era identificar si el uso de la lengua materna en el salón de clase aumenta la comprensión y facilita así el proceso de adquisición de la segunda lengua. para desarrollar esta investigación, se desarrollaron dos planeadores de clase: el primero usando inglés únicamente durante la instrucción y el desarrollo de la actividad, y el segundo alternando entre español e inglés durante la instrucción y el desarrollo de la actividad. los resultados demuestran que los estudiantes sí se benefician del uso de la primera lengua puesto que pueden transferir conceptos de su lengua materna al nuevo idioma. palabras clave: adquisición de una segunda lengua, transferencia lingüística, adquisición de lengua materna, lengua de instrucción resumo esta pesquisa ação foi desenvolvida com a finalidade de identificar o papel da primeira língua na sala de aula, com um programa de imersão à segunda língua. este estudo foi realizado em um colégio internacional colombiano, caracterizado pelo seu programa bilíngue de imersão ao inglês. o objetivo desta pesquisa era identificar se o uso da língua materna na sala de aula aumenta a compreensão e facilita, assim, o processo de aquisição da segunda língua. para desenvolver esta pesquisa desenvolveram-se dois planejadores de aula: o primeiro, usando inglês somente durante a instrução e o desenvolvimento da atividade; e o segundo, reversando entre espanhol e inglês durante a instrução e o desenvolvimento da atividade. os resultados demonstram que os estudantes sim, se beneficiam do uso da primeira língua, já que podem transferir conceitos da sua língua materna ao novo idioma. palavras chave: aquisição de uma segunda língua, transferência linguística, aquisição de língua materna, língua de instrução introduction as globalization and population movements are increasing, different cultures come into greater contact with each other, resulting in the need for communication between societies (hamers & blanc, 2000). thus, being bilingual has become a vital aspect for becoming a successful professional, making bilingualism the main component in education. in fact, a bilingual person has more opportunities to obtain a better job and to have more achievements than a monolingual person. therefore, elementary schools, high schools, and universities have to face the need for bilingualism by educating students who are able to work in these multicultural societies. if students receive bilingual education from their first years of school, the level of proficiency in the second language should increase. in fact, the more salmona no. 9 (july december 2014) no. 9 (july december 2014) 52 students are exposed to a new language, the easier they learn the target language due to brain development (piaget & inhelder, 1969). that is why today, teachers in bilingual schools and language teachers are challenged to teach children to help them reach the level of proficiency required for learning demanding academic content and ensuring complete cognitive development. cognitive development is understood in this study as the construction of thought processes, including problem-solving, decision-making, reasoning, and language development (piaget & inhelder, 1969). this research was conducted at a private international school in bogotá. this large urban institution is an example of a bilingual school with an english immersion program where students are exposed to english from their first year of school. from kindergarten to 12th grade, students receive all classes in english, except spanish and extracurricular activities. during the first years in immersion schools, students face academic content in a language they have never been exposed to before, making the learning process a challenge. in fact, if children use a language which is not well developed during writing, speaking, reading or listening activities, the cognitive system will not function at its best (cummins, 2000). according to the curriculum for kindergarten at this school, the number of hours in english (second language) and spanish (first language) are not equivalent. as students are learning a second language, most of the classes are in english. even though the school has changed the curriculum during the past two years, due to the importance of developing the mother tongue from the first year at school, the amount of hours in spanish and english are not the same. in fact, kindergarten students (the first year of school) only receive three hours of spanish per week and the rest of their classes in english. the subjects in this study were kindergarten students between four and six years old. they were all colombians and most of them received a little exposure to english at their nursery school in order to prepare them for elementary school. moreover, it is mandatory that at least one of the parents speaks english in order to apply to this school. however, students only know a few words in english, as for example to count up to five or to name the colors. during the first year of school, students are supposed to learn the alphabet, both in english and spanish. the common underlying proficiency model proposed by cummins suggests that the languages in a bilingual or multilingual person do not work independently; they work through the same processing system (cummins, 2000). in fact, a student who knows how to multiply in the use of first language salmona no. 9 (july december 2014) no. 9 (july december 2014) 53 spanish does not need to be taught how to do it in english because the processing system is the same. however, if the student does not have a well-developed language of instruction, he will not perform effectively, and therefore due to the lack of understanding, cognitive development will not be as good as it could be. furthermore, as we are talking about kindergarten students starting their literacy process, it is important to take into account the stages of language development. in fact, during the first stages of language acquisition it is important to constantly refer to the mother tongue in order to make connections (cummins, 2001). previous knowledge in kindergarten students is a starting point for acquiring a new language, leading to language transfer (baker, 2001). language transfer is understood as the use of the first language during the second language acquisition, which represents the first stage of language acquisition (krashen, 2003). moreover, during the first year of school it is vital that the first language is developed in students. in fact, first language development is required in order to have good strategies to transfer to the new language. if students do not have good strategies in their mother tongue, they will not have good strategies to transfer to the new language, and therefore the cognitive development will be reduced (friedlander, 1997). due to the importance of first language development, the school in this study has now increased the number of spanish hours in kindergarten. in the second language acquisition process, it may be useful for teachers to teach the new language using the mother tongue as support in order to develop not only the target language but also the cognitive development required to be academically and professionally successful. it is a very important aspect in education because second language teachers in bilingual schools need to ensure that their students acquire a level of proficiency that will allow them to deal with academic content during the school year. it has been found that the use of first language in the second-language classroom helps students make connections with their existing knowledge of the mother tongue, facilitating the process of understanding. research suggests that the first language should not be banned in the second-language classroom but that neither should its use be constantly encouraged, otherwise the mother tongue may replace the target language rather than support it. the present study seeks to address the following question: does the use of the first language as support in a second-language classroom increase understanding in kindergarten students during their first year of school? the use of first language salmona no. 9 (july december 2014) no. 9 (july december 2014) 54 literature review as bilingualism is nowadays a key factor in society and in education, it is important for schools to understand the process by which a second language should be taught. bilingualism in schools has become one of the most important aspects of education; in fact, schools not only look for the cognitive and social development of their students but also for developing bilingual professionals. there are many theories about bilingualism; some are opposed and some complement each other. this paper focuses on bilingual theories that suggest how a second language should be taught. first, bilingualism is described, then bilingual theories are contrasted, and finally, language acquisition theories are described and integrated with bilingualism. bilingualism and bilingual theories bilingualism is defined as the alternate use of two languages by the same individual when the process is not accompanied by loss of the native language (bloomfield, 1935; mackey, as cited in beardsmore, 1986). a bilingual person is then someone who can speak, read, listen and write in two languages at different levels of proficiency. second language acquisition is a process that has different stages that teachers should be familiar with in order to ensure students’ learning. since students in bilingual schools may have little or no exposure to the second language outside the classroom, it is important for teachers to understand the process by which a second language (l2) should be taught, using the first language (l1) as support in order to ensure understanding and learning (dixon et al., 2012). there are many theories about bilingualism and, therefore, different opinions. on the one hand, the balance theory suggests that the two languages exist in balance. in fact, the theory is better explained by the analogy of two balloons inside the head, each one representing a language. a monolingual person has only one filled balloon while a bilingual person has two less-filled or half-filled balloons. it is called the balance theory because it states that as one language balloon increases, the other decreases (baker, 2001). cummins refers to this theory as the separate underlying proficiency model of bilingualism (cummins, 2000). in fact, this model describes the two languages as operating independently, without transferring from one language to the other. however, when there is interference during the process of acquiring a second language, it is considered an indicator of l2 acquisition. interference is the use of the first language in the process of second language acquisition, which represents the first stage of the language the use of first language salmona no. 9 (july december 2014) no. 9 (july december 2014) 55 acquisition, known as the silent period (krashen, 2003). on the other hand, the iceberg analogy promoted by cummins opposes the balance theory. the iceberg analogy represents the common underlying proficiency model of bilingualism, where the first and the second language are represented by two icebergs separated above the surface of the water but fused underneath. that means that the two languages are visually different but operate through the same processing system (cummins, 2000). furthermore, since the two languages operate through the same system, previous knowledge is a starting point for acquiring a new language in all learning situations, and therefore language transfer will occur. in fact, transfer occurs consciously when there is a gap in the learner’s second language knowledge, and unconsciously either because the correct form is not known or because it has not been completely automatized (benson, 2002). moreover, first language development has a direct impact on the writing process in english as a second language. research has shown that writers will transfer their writing abilities and strategies, whether good or deficient, from their first language to the second (friedlander, 1997). hence, if students do not have effective writing strategies in their mother tongue, they will not have efficient strategies to transfer to the new language (eldesky, in friedlander, 1997). that is because the process used for specific skills is the same no matter what language is used. for example, a student who learned how to multiply in spanish does not need to be taught how to do it in english because the thinking process is the same (baker, 2001). in addition, writing, speaking, reading or listening in the first or the second language helps the entire cognitive system to develop. however, if children use a language that is not well developed, the cognitive system will not function effectively. that is why it is important to constantly refer to the first language to ensure students’ complete cognitive development (baker, 2001). stages of language development it is important for teachers to understand and take into account the second language acquisition stages. the first stage, called preproduction, is a silent period where language learners may have up to 500 words in their receptive vocabulary, but they are not yet speaking. teachers might use visual aids and constant repetition in order to help the students understand. during this first stage, it is very important the use of first language salmona no. 9 (july december 2014) no. 9 (july december 2014) 56 for teachers to use the environment – such as visual aids – and body language to help students understand. in fact, if students only have limited receptive language, teachers need to ensure their understanding based on the use of the environment. students acquire second language by repetition, thus it is vital for teachers to use constant repetition in order for students to understand it and, therefore, use it. when students are ready they move on to the next stage, called early production stage, where they are expected to produce basic sentences using simple vocabulary. and finally, in the final stages (speech emergence, intermediate fluency and advanced fluency) they are able to communicate using more complex vocabulary, and they are able to understand more complex conversations, becoming fluent (krashen, 2003). there is substantial research that addresses the role of the first language in second language learning and instruction. some studies point to the positive effect of the first language on the learning environment. schweers (1999) found that first language use in the classroom creates a comfortable environment, and therefore an environment that enhances learning. in fact, in a study where teachers and students were interviewed about the use of the mother tongue in the classroom, most of the teachers reported the use of spanish (mother tongue) in the classroom to build relationships with students. students reported that they would like spanish to be used to explain difficult concepts, which would help them feel more comfortable and confident in the classroom. furthermore, burchinal, fiel, lópez, howees & pianta (2012) demonstrated the importance of the use of the first language in the second language classroom. the study indicates that teachers who speak spanish in the classroom may create a more culturally sensitive environment that enhances learning and communication for children. consequently, the use of the first language is more useful at certain stages of development. the mother tongue is most useful at beginning and low levels, where l1 can be used to introduce the major differences between l1 and l2. as students acquire more english, the use of the first language may be reduced, and the use of visual aids and body language as well. it is important that beginning learners of english are exposed to situations that require the use of the second language to develop their acquisition. however, some argue that teachers should avoid situations where students are forced to operate entirely in english (friedlander, 1997). in fact, vygotsky’s theory stipulates that the development and learning of a child depends on the presence of mediating agents in the child’s interaction with the environment. this interaction develops the zone of proximal development, which is the difference between what the use of first language salmona no. 9 (july december 2014) no. 9 (july december 2014) 57 a learner can do without help and what he or she can do with help. in the language learning context, vygotsky suggests that interaction with pairs in the first language increases the zone of proximal development (kozulin, 2003). studies have demonstrated that the use of the first language is seen as a natural psychological process in language development (stern, as cited in ghorbani, 2011). in fact, ghorbani’s (2011) findings are related to vygotsky´s theory because he suggested that during group activities, the first language is used to extend learners’ zone of proximal development. language transfer from l1 to l2 furthermore, teachers need to take into account students’ levels of development in their first language in order to ensure not only the second language acquisition, but also full cognitive development. research has shown that in order to read and write fluently, a child needs to understand the spoken language and understand how this spoken language is represented in written form through the use of symbols (juel & prefetti, as cited in durgunoglu & öney, 2000). in fact, the literacy development process, previous knowledge and personal background are used as tools to help students move from the first stage of literacy to the next one. if children already understand the symbolic role of characters or are familiar with letters, they can easily start reading and writing. however, since we are talking about students that have never been exposed to the second language before, they have no previous knowledge or background, so the literacy development in the new language becomes more complicated. it is through students’ experiences that children become familiar with characteristics of their language and develop an understanding of the functions of literacy (juel & prefetti, as cited in durgunoglu & öney, 2000). therefore, it is in the classroom that the second language background is built, using the first language as a bridge between previous and new knowledge. the second language will always activate first language associations, no matter what level of proficiency the person has (spivey & marian, as cited in horst, white & bell, 2010). even if teachers avoid and forbid the use of the mother tongue in the classroom, the connection and links between both languages will always exist in the learners’ minds (cohen, as cited in horst et. al, 2010). in the early stages of second language acquisition, learners process the new language, making connections with their mother tongue. the links between both languages can make learning contexts even richer (horst et al. 2010). the use of first language salmona no. 9 (july december 2014) no. 9 (july december 2014) 58 although certain language skills can be positively transferred and may assist in the development of corresponding skills in another language, the first language must be sufficiently developed before exposure to the new language (cummins, as cited in gebauer, zaunbauer & möller, 2012). studies indicate that students who begin school in kindergarten with higher levels of their first language acquire the new language more easily. the study suggests a relationship between first language skills and second language acquisition. in fact, students who had stronger reading skills in spanish (first language) performed better reading in english at the end of the year than the students who had lower reading skills in their mother tongue at the beginning of the year (cárdenas-hagán & carlson, 2007). methodology research design this study emerged at an international school with an english immersion program where students are exposed to english even more than they are exposed to their mother tongue. due to this difference in the language development, this study looks to demonstrate the importance of developing both the native language and the second language simultaneously in this specific context. therefore, the study followed an action research approach based on a specific situation that occurs actually at the school. moreover, qualitative data collection techniques were used. context and participants this study was conducted at an international bilingual school in bogotá. this is a large urban institution with and english immersion program through which students are exposed to english starting in their first year of school. the participants in this study were kindergarten students between four and five years old attending their first year of school. since the participants were all colombian, they had little or no exposure to english beforehand. data collection instruments to address this study, qualitative data collection techniques were used. as the research question of the study was to determine if the use of first language as a support in a second language classroom increases understanding among kindergarten students during their first year of school, two lesson plans were designed, one using only english as the use of first language salmona no. 9 (july december 2014) no. 9 (july december 2014) 59 the language of instruction, and the other one using both spanish and english. at the end of the reading activity, students were asked to make a written production to evaluate their understanding. both lesson plans were observed through non-participant observation. the teacher and students were observed during the development of the activities, and the observations were recorded in a chart. during the lesson plan an observation chart was used, reporting students’ involvement in the activity by taking note of the number of interruptions during reading aloud, the level of participation of the students in answering and asking questions, and their engagement with the activity. additionally, the kindergarten teachers were interviewed about the impact of the development of the first language on the second language acquisition process. teachers answered the following questions: what’s the impact of developing the first language in kindergarten students on a second language acquisition process? does increasing the amount of spanish hours per week show any progress among your students’ level of proficiency? data analysis and interpretation to gather all the information, triangulation was used, where the non-participant observations during the lesson plan and the written production of the students were contrasted. first of all, during the two lessons, students’ engagement in the activity was evaluated through their participation and the number of interruptions during the activities. we understand “participation” to refer to the interaction between students and teachers, such as following the story and asking and answering questions. “interruptions” are understood in this study as a behavior that disrupts the reading activity, such as playing with classmates or talking with others about a topic not related to the story. students’ participation was contrasted with the non-participant observations. in fact, the teacher was observed during the read aloud activity, taking into account the strategies that she used in both activities; reading strategies as well as the classroom management techniques that she used. on the other hand, students’ written production was contrasted with the non-participant observations during the read aloud activities. moreover, the teachers’ interviews were also contrasted with the balance of the read aloud activities and the students’ written production. the use of first language salmona no. 9 (july december 2014) no. 9 (july december 2014) 60 results from analysis of the interviews, observations of the activities during the lesson plan, and the students’ written production, three main themes emerged. the use of first language in the second language classroom first of all, students were more engaged during the activity that used code switching. their level of participation was higher, which made room for teachers to connect with other activities and deepen understanding. when students are engaged, the lesson runs in a smoother and positive way, and therefore the teacher and students can make the most of every activity, thus enriching learning. the first lesson observed was a read-aloud activity where the teacher read who will be my mother? using only english during both instruction and reading time. this will be called activity a. the second lesson observed was a read-aloud of a button for corduroy, but this time the teacher used code switching between english and spanish (activity b). figure 1 illustrates data collected from activity a. as it is clear on the graph, students participated 13 times during this read-aloud activity, but they also interrupted almost as many times as they participated (11 times). however, figure 2 illustrates students’ behavior during activity b. it is evident through the chart that during this activity, students participated more than they interrupted (20 and 5 times respectively). figure 1. students’ participation and interruptions during activity a the use of first language salmona no. 9 (july december 2014) no. 9 (july december 2014) 61 figure 2. students’ participation and interruptions during activity b comparing the results of both activities, it is evident through the graphs that students were more engaged in the second activity. in fact, not only was the number of interruptions lower, but the amount of participation was also higher than in the first activity. the use of the first language in the activity was related to students’ behavior during class time. these results might illustrate that students were more engaged during the reading-aloud activity that included both languages than the reading that used only english. according to krashen’s theory of the stages of second language acquisition, during the pre-production stage language learners are not yet speaking and only have up to 500 words in their receptive vocabulary (krashen, 2003). in kindergarten, as it is the students’ first year of immersion in english, they are in the pre-production stage. as they only have a limited receptive vocabulary, their attention and understanding might be lower when the teacher uses only english during the activity. however, as we are talking about children, it is important to take into account other factors such as the interest in the book in every activity; this might have influenced students’ participation and motivation. even if students were more engaged during the activity that used both languages, that does not necessarily mean that their understanding was higher. students’ understanding of the story even though the lesson using english as the language of instruction had a lower level of participation, and a higher level of the use of first language salmona no. 9 (july december 2014) no. 9 (july december 2014) 62 interruptions, students were able to perform the task correctly. in fact, in both activities students were able to retell their favorite part of the story through a drawing. a rubric was designed to evaluate their drawings, taking into account students’ own descriptions of the image and the correspondence of their description to the drawing. there were no main differences found between activity a and activity b. in fact, all students were able to draw their favorite part of the story using elements from the book, such as characters or settings. even though students were more engaged during activity a, in both activities students were able to describe their favorite part of the story, describing a specific part of the story recreating the characters, the setting and the situation. therefore, the level of participation and the number of interruptions did not interfere with students’ understanding. there were no main differences found between the two exercises, and therefore the language of instruction was not a key factor in determining understanding during reading activities. in fact, even though students were more distracted during the english only activity, their performance during the written production was similar to their performance during activity b. thus, it is important to add that the activities were conducted by the same teacher, and therefore using the same reading strategies. however, due to the number of interruptions during the english activity, the lesson was more difficult to accomplish. in fact, the pace of the class was not the same because the teacher needed to interrupt the reading in order to control the group of students. nevertheless, the importance of using visual and kinesthetic aids when working with children in a second language classroom is evident, because it is the key factor in ensuring understanding. in the light of krashen’s theory, in this first stage of second language acquisition it is very important to use repetition, as well as visual and kinesthetic aids to help students understand. in the two activities developed in this study, the same teacher taught both lessons, using the same visual aids in both activities. that might explain why students’ understanding was similar in both activities. nevertheless, even if they were able to retell the story, the lesson in english was more interrupted, students’ participation was lower, and therefore the outcome of the lesson was not what it could have been. language transfer between spanish and english even if there were no differences in the written exercise between the two lessons, there are some differences evident throughout the school year. kindergarten teachers were interviewed about the impact of the the use of first language salmona no. 9 (july december 2014) no. 9 (july december 2014) 63 development of the first language on the second language acquisition process. teachers agreed on the importance of developing the first language in a second language classroom; for example, when students are learning prepositions of place it seems to be easier for them to learn the concepts of up and down, below and beside in spanish and then use them in english. in fact, teachers believe that increasing spanish hours during the first year of school is a key factor in the second language acquisition process. it is evident for kindergarten english teachers that increasing the amount of spanish is beneficial for acquiring a new language. spanish and english teachers work in parallel ways, so students can understand difficult concepts first in their mother tongue, which is easier, and then transfer their knowledge to english, making learning easier and richer. teaching students who are able to transfer knowledge from their mother tongue to the second language enriches learning. that means that in all learning situations, previous knowledge, in this case first language experience, is a starting point for acquiring the new language (cummins, 2000). it would be interesting to go further with this study, applying a code-switching lesson in order to teach some difficult concepts. conclusions this study focused on the importance that the first language has during the second language acquisition process. nowadays, bilingualism is a key factor in becoming a successful professional, and thus, bilingualism has become the main component in education. many theories debate the way in which a second language should be taught. this study was conducted at an immersion international school in bogotá, and the results demonstrated and supported cummins’ theory: the development of the first language during the first year of immersion school benefits the second language acquisition process. in fact, the theory suggests that even if the two languages are visually different, they do operate through the same processing system. in all learning situations, previous knowledge is a starting point for acquiring a new language (cummins, 2000). however, even if there were no main differences in students’ understanding between the two activities, it was demonstrated by teachers’ opinions that students with a more developed mother tongue and with more concrete concepts seem to transfer their experiences to the new language, making the second language acquisition process easier. the use of first language salmona no. 9 (july december 2014) no. 9 (july december 2014) 64 moreover, throughout this study, krashen’s theory about the stages of second language acquisition was also supported. in fact, it was evident in the study that students had limited receptive vocabulary during the first stage of language acquisition (krashen, 2003). however, despite the limitations of vocabulary, students were able to understand and follow a story during a read-aloud activity. these results demonstrate the importance of teaching techniques such as visual aids, the pace of the reading, and the use of body language. in fact, the teacher used the same strategies during both activities, which facilitated and ensured students’ understanding. this study demonstrates the importance of developing the mother tongue during the first year of immersion school. students who have strong first language skills are able to acquire the second language more easily due to language transfer. having spanish and english teachers work in parallel ways is a key factor in ensuring complete second language acquisition and, thus, cognitive development. however, to collect data for this study, two lesson plans were applied with a reading activity. it would be interesting to continue this study with a lesson where concepts are taught. in fact, it would be interesting to see if language transfer is evident in this lesson, comparing a lesson in english without the spanish background. furthermore, this study was conducted in a short period of time; the data was collected in less than six months, which can interfere with the results of the study. it would be interesting to deepen these findings with a longitudinal study, in which students are observed during more than one year of school in order to be able to reach more conclusive results. moreover, it would be interesting to compare students that were exposed to the new curriculum with more spanish hours per week in kindergarten, and those who had received fewer hours of spanish during their first year of school. this paper demonstrated the importance of developing the first language in the second language classroom. the mother tongue could be used as support for the second language acquisition process, which makes the learning process easier for students and teachers. the use of first language salmona no. 9 (july december 2014) no. 9 (july december 2014) 65 references baker, c. (2001). cognitive theories of bilingualism and the curriculum. in baker, c. (3rd ed.) foundations of bilingual education and bilingualism,163-180. clevedon: multilingual matters ltd. benson, c. (2002). transfer/cross-linguistic influence. english language teachers journal, 56(1, 68-70. beardsmore, h. b. (1986). bilingualism: basic principles. clevedon: multilingual matters. burchinal, m., field, s., lópez, m. l., howes, c., & pianta, r. (2012). instruction in spanish in pre-kindergarten classrooms and child outcomes for english language learners. early childhood research quarterly, 27, 188-197. cárdenas-hagán, e., & carlson, c. d. (2007). the cross-linguistic transfer of early literacy skills: the role of initial l1 and l2 skills and language of instruction. language, speech, and hearing services in schools, 249–259. cummins, j. (2000). language, power and pedagogy: bilingual children in the crossfire. clevedon: multilingual matters. dixon, q. l., zhao, j., shin, j. y., su, j. h., burgess-birgham, r., gezer, m. u. & snow, c. (2012). what we know about second language acquisition: a synthesis from four perspectives. review of educational research, 82(5), 5-60 durgunoglu, a. y. & öney, b. (2000). literacy development in two languages: cognitive and sociocultural dimensions of crosslanguage transfer. a research symposium on high standards in reading for students from diverse language groups: research, practice & policy. washington, d.c friedlander, a. (1997). composing in english: effects of a first language on writing in english as a second language. in b. kroll (ed.), second language writing (pp. 109-112). cambridge: the press syndicate of the university of cambridge gebauer, s. k., zaunbauer, a. c. m., & möller, j. (2012). crosslanguage transfer in english immersion programs in germany: reading comprehension and reading fluency. contemporary educational psychology, 38, 64-74. ghorbani, a. (2011). first language use in foreign language classroom discourse. procedia: social and behavioral sciences, 29, 1654 – 1659. the use of first language salmona no. 9 (july december 2014) no. 9 (july december 2014) 66 hamers, j. f. & blanc, h. a. (2000). bilinguality and bilingualism. new york: cambridge university press. horst, m., white, j., & bell, p. (2010). first and second language knowledge in the language classroom. international journal of bilingualism, 14(3), 331-349. kozulin, a. (2003). vygotsky’s educational theory in cultural context. cambridge: cambridge university press. krashen, s. d. (2003). principles and practices in second language acquisition. oxford: pergamon press inc. piaget, j. & inhelder, b. (1969). the psychology of the child. new york: basic books. schweers, c. (1999). using l1 in the l2 classroom. english teaching forum. retrieved from http://dosfan.lib.uic.edu/usia/e-usia/ forum/acrobat/p6.pdf author *mara salmona madriñan is a kindergarten teacher with a bachelor of arts in psychology and a minor in italian language and culture at universidad de los andes in bogotá, colombia. working with children from different backgrounds has always motivated her. therefore, she started working at the colegio nueva granada and enrolled the teacher training institute becoming a bilingual education specialist, always engaged in continuous learning in order to broaden her knowledge and experience working with children. the use of first language no. 9 (july december 2014) no. 9 (july december 2014) 68 educational videos: a didactic tool for strengthening english vocabulary through the development of affective learning in kids1 videos educativos: una herramienta didáctica para el fortalecimiento del vocabulario en inglés mediante el desarrollo del aprendizaje afectivo en niños jonnathan celis nova, clara isabel onatra chavarro and any tatiana zubieta córdoba2*. universidad libre, colombia abstract the following paper seeks to develop a proposal, observing to what extent educational videos and affective learning can strengthen vocabulary in an efl setting. this action research study was done with fifth grade students belonging to a public school, who showed a low degree of motivation in the english class, making it difficult to acquire the language. the instruments that were applied are pre/post-tests, pre/post questionnaires, field notes and class workshops. grounded theory was implemented for the data analysis. results evidence the enhancement students had in vocabulary acquisition along with educational videos and affective learning. keywords: english as a foreign language, educational videos, affective learning, vocabulary. 1 received: february 28, 2017/ accepted: april 26, 2017 2 jonnathan.celisn@unilibrebog.edu.co/tatianazubieta@gmail.com/ clarai.onatrac@unilibrebog.edu.co celis, onatra & zubietagist education and learning research journal. issn 1692-5777. no.14. (january june) 2017. pp. 68-87. no. 14 (january june 2017) no. 14 (january june 2017) 69 resumen el presente trabajo busca consolidar una propuesta, observando hasta qué punto los videos educativos y el aprendizaje afectivo pueden fortalecer el vocabulario en un entorno de inglés como lengua extranjera. este estudio de investigación acción se realizó con estudiantes de quinto grado pertenecientes a un colegio público, quienes mostraron un bajo grado de motivación en la clase de inglés, dificultando la adquisición del idioma. los instrumentos que se aplicaron son diagnóstico inicial y final, cuestionario inicial y final, notas de campo y talleres de clase. se aplicó la teoría fundamentada para el análisis de datos. los resultados demuestran la mejora de los estudiantes en la adquisición de vocabulario con videos educativos y el aprendizaje afectivo. palabras clave: inglés como lengua extranjera, videos educativos, aprendizaje afectivo, vocabulario resumo este trabalho procura consolidar uma proposta, observando como os vídeos educativos e a aprendizagem afetiva pode reforçar vocabulário em um ambiente de inglês como língua estrangeira. este estudo de pesquisa-ação foi realizado com alunos do quinto ano (do sistema educativo de 11 anos), de uma escola pública, os quais demonstraram pouca motivação na aula de inglês, causando dificuldade na aquisição do idioma. os instrumentos utilizados para medir o aprendizado são: o diagnóstico inicial e final, questionário inicial e final, notas de campo e atividades de aula. foi aplicada a teoria fundamentada para a análise dos dados foi aplicado. os resultados demonstram a melhoria dos estudantes na aquisição de vocabulário, com vídeos educativos e a aprendizagem afetiva. palavras-chave: inglês como língua estrangeira, vídeos educativos, aprendizagem afetiva, vocabulário. celis, onatra & zubieta no. 14 (january june 2017) no. 14 (january june 2017) 70 introduction the purpose of this paper is to describe to what extent innovative teaching tools can facilitate english learning, particularly in the area of vocabulary. this refers to a research proposal applied with fifth graders, who showed a lower degree of motivation for english classes, making it difficult to acquire the language. hence, the importance of looking for different methodologies was evident, which encouraged in students the interest to learn a foreign language. according to the objectives of this study, activities are implemented in order to impact the child from the emotional side (affective), using technology, in this case, “educational videos” (taken from different online sources), to create new perspectives in the acquisition of a foreign language. considering the above, this study is based on the following three constructs, first, vocabulary, that is the topic to be strengthened in pupils. second, educational videos, as the main motivating agent, and finally, the affective learning that facilitates a change in accordance with the social needs of the target population. now, going further, it is important to consider the research methodology that embraces the approach: type of research, intervention and analysis, (which shows the action plan to reach to the pedagogical solution for the target population). finally, the paper will draw the conclusions to answer the query of the present study: to what extent the use of educational videos and affective learning help to strengthen the acquisition of vocabulary. literature review vocabulary the first construct to be addressed in this research corresponds to vocabulary. according to schmitt & mccarthy (2011), vocabulary represents one of the most important points around the teachinglearning process of any language. some of the frequent questions, we, as researchers have asked, are: what does vocabulary mean? what comprises students’ acquisition? what should be the basic knowledge to master a language? how should an approach be adopted for the student to successfully learn, when the context is not centered in learning? based on those queries, we begin by describing what the concept of vocabulary is from some experts’ viewpoints, which are going to be mentioned below. according to nation (2001), one of the relevant things when educational videos for strenghtening english vocabulary celis, onatra & zubieta no. 14 (january june 2017) no. 14 (january june 2017) 71 learning a foreign language is vocabulary. it takes into account level, accuracy, motivation, ages and aptitude, among other factors, which are the basis of a learning process. in other words, the communicative emphasis is on vocabulary, not as a complex system far from the students, but as a means of bringing the context closer to them, and at the same time to daily reality. in the same respect, schmitt (2000) establishes that “lexical knowledge is central to the communicative competence and to the acquisition of a second language” (p. xi). it means, vocabulary has the power of creating and enhancing communication among people, due to the pragmatic use to express ideas. in relation to vocabulary, probably the first idea that arises is words. that formulation was admirably suited for non-professionals, but for anyone interested in exploring the subtlety and magic of lexicon, the word “term” is too general to encapsulate the various forms of vocabulary. taking the latter into consideration, schmitt (2000) conceived vocabulary, not as individual words, but as complex forms that must be analyzed. consequently, these postulate multiplicity of meanings according to the context in which they are used. for example, these five words represent the meaning of death: ”die, expire, pass away, bite the dust, kick the bucket, give up the ghost among”, schmitt (2000, p. 1). previously we could find, not only the typical way to refer to death, but also to propose, describe or exemplify the meaning of the word according to idioms. that is, vocabulary can be considered as the words of a language, including individual parts or several words that are grouped into meanings. on top of that, vocabulary also means communication among people, as wilkins (1972) says, cited by lessard (2012): “while without grammar very little can be expressed, without vocabulary nothing can be transmitted.” (pp. 111-112). in any language, it is essential to possess a certain number of words so that there is a good productive development in a context, communicatively speaking. however, vocabulary is mistakenly conceived as a grammatical approach, as schmitt (2010) establishes it, “students carry dictionaries and not grammar books to communicate with” (p. 4), this implies that vocabulary is the channel for interacting with others, their learning is vital, not through grammar, but from individual and social development. educational videos the concept of educational videos, according to bravo (2000), refers to the use of audiovisual material, which provides skills in the teaching-learning process. in addition, nikitina (2009) states that the educational videos for strenghtening english vocabulary celis, onatra & zubieta no. 14 (january june 2017) no. 14 (january june 2017) 72 use of videos in classes is necessary because the language develops the learning teaching process through other contexts. also, coleman (1992), cited in kumagai, lópez-sánchez and wu (2016), discusses that the visual process of the video provides an interesting and enjoyable learning experience for students. hence, this procedure activates language skills as the linguistic or communicative ones, strengthening new vocabulary leading learners to imitate a real world from images. in this way, the student acquires a linguistic and sociocultural awareness through images. what is more, as mentioned by goldfard (2002), the potential of the video contains millions of elements to boost content in teaching a language; the convergence of technology with students’ real life sets new standards as long as they are active and creative. likewise, these tools are proposed to motivate students towards social interaction, acquiring the knowledge like a source of memory or significant learning. also, educative videos, according to cavallero (2010), are taken as a developer of the learning process, as a connection between reality and classroom environment. all of this is possible thanks to the easy way in which the video is promoted and because, it is always to the reach of people. therefore, regarding the application of educational videos, the integration of contents in the classroom is vital. it should be noted that the objectives of this implementation are linguistic; this does not indicate that they should be presented only structurally, but on the contrary, a purpose for the video should be found. it has to be contextualized with multiple elements that direct the students’ attention and provoke an adequate motivation-setting in the classroom. hence, educational videos are a very practical tool since the use of these is an expressive support to any class as a means for the development of teaching. this situation leads to a motivation in class that has to do with the next theoretical construct. affective learning another important construct presented here, on which this research is based, is the affective influence that is currently proposed in the teaching-learning of a foreign language. most studies have suggested a relationship between affect and performance present when learning a foreign language. some of which have showed that students may perform very poorly due to factors such as lack of interest, selfconfidence, teaching method, previous negative emotions, among others. in this respect, brown (2007) makes a complete definition of affective factors as the origins of the affective learning, through the educational videos for strenghtening english vocabulary celis, onatra & zubieta no. 14 (january june 2017) no. 14 (january june 2017) 73 krashen’s affective filter. all of this is about how the feelings of a human being are, proposed as the main factor in the educative process, because what is related to the emotional part controls the way how knowledge can be supported. likewise, oxford (1990) states that this type of learning refers to affective activities, all of which contribute to foster students’ autonomy, meaning an environment of student dialogue, cooperative learning, role play, video viewing. all of the above are directed by the teacher, who creates patterns of control and at the same time has dynamic classes, generating new expectations in the learners to fulfill their goals, influenced by individual development, cognitive styles and motivation. furthermore, gano-phillips (2009) establishes that affective learning brings the possibility to present students’ internal and external feelings. this means how the personal emotions impact the learning process through the point of view of a person. in other words, motivation, reactions, bullying and all the factors presented in the classroom are the focus of education especially around learning a foreign language. according to king (2009), motivation is related to a hierarchy of the needs of human development, such as physiological, safety, love, belonging, self-esteem and self-fulfillment. likewise, it is possible to conceptualize that this is the opportunity the student has for construction of knowledge. for example, as csizér & dörnyei (2005) state: “along with aptitude, motivation is the variable that influences in a determinant way in the learning of a foreign language, since although a person has aptitude, if there is no motivation he will not learn the target language or not will do with maximum effectiveness; on the other hand, if someone does not have a great aptitude, this lack can be compensated with a high degree of motivation “ (p.39) as a result, the student’s motivation is proposed as one of the main factors for a successful learning process from students to the society. according to gardner (2007), the student is generally influenced by social surroundings and culture, since the apprehension of knowledge depends on the perspective that the subject has of its context. here is where video and affective learning play an important role due to they recreate a reality as a goal, without having a direct contact with native speakers or real contexts of the language. also, it is important to recognize the role of inner emotions in a person at the moment of learning a foreign language. educational videos for strenghtening english vocabulary celis, onatra & zubieta no. 14 (january june 2017) no. 14 (january june 2017) 74 methodology context and participants the population chosen for the development of this project was a 5th grade class of a public school, located in engativá, bogotá. this course comprises a mixed group of students aging between 11 and 12 years old, with 24 learners enrolled, 10 boys and 14 girls. their social stratum was 2 and 3. we noticed students’ problems were low vocabulary level, their lack of motivation for learning english, scarce participation and other troubles during the scholar process. as a result, this project sought to give a solution to those specific situations in the classroom. research design this action research proposal consists of the implementation of educational video activities. it was used as a dynamic tool for strengthening vocabulary, while implementing affective learning as an influential factor in the development of the teaching-learning process making an effective environment for the english as a foreign language class. hence, the implementation of data instruments is carried out according to the construction based on the use of educational videos and affective learning in class. in this way, the results were organized in eight interventions inside the class as follows: table 1. implementations of educational videos. educational videos for strenghtening english vocabulary celis, onatra & zubieta no. 14 (january june 2017) no. 14 (january june 2017) 75 as it can be seen the researchers applied eight video-based interventions. these videos were taken from different online sources with a pedagogical purpose. topics were according to the syllabus proposed by the researchers taking into account the standards of foreign languages by the colombian ministry of education (2006). activities encouraged students to participate actively in class. in relation to the development of the study, the following figure shows how the affective learning was used; this is the proposal of this study. figure 1. affective learning methodology data collection instruments pre-test and post-test at first, the pretest was an instrument to demonstrate that students’ vocabulary level was low, however, after the implementation, the results increased. hernández, fernandez & baptista (2014) defined this instrument as “a form of evaluation creating an organization process machinery that is related to one or more variables.” (p. 217) in this case two diagnostic tests were carried out, one at the beginning of the classes and another after the implementation. initial and final questionnaire to know the interests or opinions, we gathered all the questionnaires as a form to consult both students and teachers about english learning as a foreign language. tamayo (2004) indicates that the preparation of the questionnaire requires researching prior knowledge of the phenomenon under investigation, which must be done in the first stage educational videos for strenghtening english vocabulary celis, onatra & zubieta no. 14 (january june 2017) no. 14 (january june 2017) 76 of the work. in this sense, eyssautier (2002), affirms that the questions must be carefully prepared based on the relationship of the problem being investigated and the hypotheses to be checked. in this case two questionnaires were applied in order to investigate the students’ initial and final opinion, which were important for the development of this study. field journals the purpose of this instrument was to find out the teacher’s experiences inside the classroom, due to we could help to get a better contextualization of situations in the research project. ten field journals were carried out throughout the process. hernández, fernandez & baptista (2014) refer the following about it: “it is common that the annotations are recorded in what is called a field diary or logbook, which is a kind of personal diary (pp. 373 374) class workshops finally, we implemented class workshops as a method to integrate competences into the pedagogical implementations. we developed in total eight class workshops in this project. according to quintana & montgomery (2006), “the workshop is a technique for collecting information, analyzing and planning” (p.72). in this case, the class workshops were working at the end of each class involving the process of feedback around knowledge. data analysis and interpretations the present analysis is based on grounded theory. this introduces the research methodology used for this study and how it guided data collection, analysis and development of theory. barney & strauss (2012) propose the grounded theory as a form of giving sociological views for quantitative data. it also implies to analyze the obtained information in order to present it in a clear way for all people. at the same time, the researcher can find and show how the results were obtained, through the details of the process, all of this could not be divorced one from another when data and analysis come from the research method. also grounded theory is the focus on everyday life experiences and valuing participants’ perspectives. this theory can be applied by requesting some information interactive process between the researcher educational videos for strenghtening english vocabulary celis, onatra & zubieta no. 14 (january june 2017) no. 14 (january june 2017) 77 and respondents, describing and relying on student’s descriptions. the data collection and analysis for this study follows a cyclical process typical for grounded theory, by using early findings to shape the ongoing data collection. in accordance with the development of the research, this study proposed some strategies in order to achieve an approach according to students’ needs in relation to the proposed question: “to what extent is the use of educational videos and affective learning strengthening english vocabulary in fifth grade students?” results the results obtained show that the video along with affective learning, lead students to feel motivated to learn a foreign language, strengthening their vocabulary as a goal for each class. they also participated in all the activities proposed and their attitude was critical. taking into account the above, this analysis will show a main category and three emerging subcategories, after having carried out the process of open, axial and selective coding, where it is sought to answer the research question. the central or core category is emotional videos as vocabulary builders and the subcategories are presented in figure 2, they will be developed later on. figure 2. the core category and subcategories first subcategory: strengthening my vocabulary in english refers to how students can use methods to learn different words in a foreign language acquiring motivation and emotional knowledge. the analysis applied in all the instruments evidences an increase in vocabulary. for example, in the question, do the english classes educational videos for strenghtening english vocabulary celis, onatra & zubieta no. 14 (january june 2017) no. 14 (january june 2017) 78 encourage you to learn more vocabulary? the students answered between 1 and 5; 1 being the lowest value, and 5 the highest. prior the implementation the average was 3.5, indicating that learners were aware of taking the english class as a way for them to strengthen their vocabulary. subsequently, in the final survey, the same question was asked again, obtaining from the students’ view a new perspective, the average was 4.8. this result supports that the english class had innovative strategies where learners were enhancing vocabulary. figure 3. students’ questionnaire also, another instrument that showed improvement in vocabulary was the pre and posttests. the results presented in figure 4 correspond to the evaluation of vocabulary through a series of implementations with educational videos, this test has a scale from 1 to 5, with 1 as the lowest value, and 5 as the highest. in the pretest, 70% of students had scores between 1-3, and the other 30%, between 3 and 4. so, as it can be analyzed, they did not reach a grade of 5. however, when students did the posttest, the results obtained after the proposal, supported that educational videos were an effective strategy as an emotional method, where the results were that 100% of students improved their test grade surpassing the average level. educational videos for strenghtening english vocabulary celis, onatra & zubieta no. 14 (january june 2017) no. 14 (january june 2017) 79 figure 4. pre-test & post-test results additionally, questionnaires showed improvement in vocabulary as well. they had a question about students’ likes in the english class in both, before and after the implementation. these were the answers by the students: what do you like from the english class? (pre-questionnaire) “i learn to speak english, to write well in english and many things”. what did you like from the english class? why? (postquestionnaire) “we learned about videos and vocabulary. also, we learned a lot of things in english”. the answers provided by the students show that at first they were learning english as a general thing, and after the intervention, they were focused on educational videos and vocabulary. the english class was a space where pupils could learn, enjoy and practice along with the teacher. moreover, it intended to be one of the classes where topics may be significative for them. finally, in the reflection that students did in the classby-class process, one student wrote this after the following question: what topics did you learn today in class? “comida y bebida [food and beverages]: 1) hot dog, 2) milk, 3)water, 4)hamburger, 5)egg, 6) salad, 7) juice, 8) lemonade” educational videos for strenghtening english vocabulary celis, onatra & zubieta no. 14 (january june 2017) no. 14 (january june 2017) 80 this student wrote items in english, it means a lot since the student was actually strengthening his vocabulary. furthermore, the linking process between videos and a real context goes beyond class. as nikitina (2009) says, the student needs to see the learning process in other contexts, a world different from the one given at the school, where people could get the knowledge without any problem. second subcategory: watching and learning defined as a process where the student feels motivated visualizing educational topics while easily learning vocabulary in english. the video was characterized as an essential tool, since it requires the ict use, which is related to knowledge, making a meaningful appropriation of contents during the reception of the message. when referring to a learning process in a foreign language, it is important to talk about new resources that engage students in the classroom creating new projects. this study suggested eight implementations with educational videos in english promoting new perspectives as a pattern base for positive results. for instance, in figure 5, it is showed how the use of educational videos has enhanced the english learning in the target population. it was evident, not only in terms of building knowledge, but also as a motivational tool. the last affirmation is very close to what almenara, sánchez & ibáñez (2000) establish about the motivational function of videos. figure 5. students’ questionnaire as it can be seen, the results present that prior the implementation, 100% of students scored learning with videos with a 3,0. in comparison with the final questionnaire, it is evidenced the change around students’ perspectives, demonstrating that the average increased after the intervention. thus, educational videos make the development of educational videos for strenghtening english vocabulary celis, onatra & zubieta no. 14 (january june 2017) no. 14 (january june 2017) 81 positive attitudes towards the possible contents. according to zhu (2012), educational videos imply an important advantage during the teaching-learning process. they extend the students’ curiosity; in this case, because videos not only show pictures or sounds, they are known as a motivating tool. in the post questionnaire, there was a question, whose answer supports this subcategory: what did you like from the english class? why? (postquestionnaire) “the videos because i ended up learning what i had not before”. many times students have questions, but social pressure inside the classroom is so strong that pupils prefer not to ask. for that reason, something is necessary to recapitulate and build knowledge, in this study, educational videos were the tool provided to have an adaptation to the english class, recycling what students had seen previously. another question from the post questionnaire will be referred below. has the methodology used in the english class impacted you in any way? how? why? (post-questionnaire) ● “because the videos impacted me, i learn in a very fun way and also we play in fun ways and i learn”. ● “yes, especially the games, the videos that teach something, because sometimes the teacher makes questions, i have to participate and when we watch the videos or play”. we would like to highlight the word “impact” because it implies a strong feeling in people’s lives. in other words, the opportunity of acquiring knowledge, through other ways is meaningful for students, because they need a backdoor to learn, even it is necessary to make use of resources according to pupils’ age and likes. teachers have to adapt to their students, and technological devices are demonstrated to be an important tool in class to make it different and enjoyable. third subcategory: emotional learning. motivation is related to how the students work in class, it is shown as a positive influence to acquire knowledge. also, with motivation the feelings are an excellent option for learning a new language as a factor to increase the degree of interest. according to the statistics, the results presented in figure 6 seem to corroborate that the proposed model of affective learning was a great choice due to the initial average students had regarding motivation, it was 4.5, and at the end of the project, it was 4.9, promoting the confidence, self-esteem and participation as a good strategy to engage learners. educational videos for strenghtening english vocabulary celis, onatra & zubieta no. 14 (january june 2017) no. 14 (january june 2017) 82 figure 6. students’ questionnaire as it can be seen in the figure above, students increased their motivation to learn english after having experimented the affective learning process. in this case, it is possible to refer to dörney (2005), who says that motivation is the variable that influences, in a determinant form, the learning process in a foreign language. also, in figure 7, students manifested that they enjoyed the activities carried out in class, which in the present study were educational videos. this led the learning process to be successful and at the same time fun for students. figure 7. students’ questionnaire another instrument that showed how students felt in class was the questionnaire applied to the students after the implementation. these were the answers of the following question: educational videos for strenghtening english vocabulary celis, onatra & zubieta no. 14 (january june 2017) no. 14 (january june 2017) 83 what did you like from the english class? why? “i liked the english class because we made “master chef” and it was awesome. thanks for everything”. “everything that the teacher does and i like the activities we do with him. the teacher is very fun and he makes an effort when teaching”. as it can be observed, students showed a very positive attitude towards the english class, the activities and the teacher’s role. in addition, the affective learning was an important ingredient in the relationship between the teacher and students, both inside and outside the classroom, reinforcing interaction and motivation at the same time that pupils were learning. conclusions firstly, it should be emphasized that the results obtained in the data analysis show that educational videos and affective learning are an adequate method for students, due to their vocabulary was strengthened. secondly, it must be highlighted that the use of affective learning is an important methodology for teaching and learning a foreign language. this is because the model is effective in involving students to acquire new vocabulary since they feel motivated to learn. thus, from the point of view of personal efficacy, students work on emotional intelligence making possible the construction of emotional attitudes, meaningful learning, social integration and other values. additionally, educational videos and affective learning led to different social functions, for instance, the ability to create a new critical and meaningful perspective. this means that the student has the opportunity to learn about other people’s contexts, appropriating new knowledge through curricular practice while using technology in the classroom in a suitable environment. furthermore, based on our experience as educators, this study intends to emphasize the importance of the teacher’s’ role, not just for transmitting knowledge of immediate use, but also for a change, generating new actions that produce in the student a motivation for learning. as a result, the classroom signifies more than a place of study, a space where students can experiment meaningful experiences when learning a foreign language. finally, as a way of recommendations, we number the following: create spaces that encourage the practice of affective learning, seeking educational videos for strenghtening english vocabulary celis, onatra & zubieta no. 14 (january june 2017) no. 14 (january june 2017) 84 to motivate students to approach a foreign language. promote between teachers the usage of new technological visual tools, which can make easy the language learning. implement audio, visual and affective strategies that could promote vocabulary strengthening. introduce students to the benefits of learning a foreign language. increase the number of hours for the english class, because the teaching-learning process can be improved through the student-teacher interaction. educational videos for strenghtening english vocabulary celis, onatra & zubieta no. 14 (january june 2017) no. 14 (january june 2017) 85 references almenara, j., sánchez, f. & ibáñez, j. (2000). medios audiovisuales y nuevas tecnologías para la formación en el s. xxi. murcia: dm. bravo, j. (2000). el video educativo. madrid. retrieved from http:// www.ice.upm.es/wps/jlbr/documentacion/libros/videdu.pdf barney, g. g. & strauss, a. l. (2012). the discovery of grounded theory: strategies for qualitative research. new brunswick: aldine transactions brown, h. d. (2007). teaching by principles: an interactive approach to language pedagogy. white plains, ny: pearson education cavallero, c. (2010). la escuela y los medios: entre realidades y utopías. en j. o. silva (compilador). entre utopías y realidades: nuevos estilos comunicativos en educación (pp. 193-210). ediciones lae csizér, k., & dörnyei, z. (2005). language learners’ motivational profiles and their motivated learning behavior. language learning, 55(4), 613-659. eyssautier de la torre, m. (2002). metodología de la investigación, desarrollo de la inteligencia [research methodology: development of intelligence]. méxico, d.f.: ed. ecafsa gano-phillips, s. (2009). affective learning in general education. special topic: assessment in university general education program, 6(1), 1-44. goldfarb, b. (2002). visual pedagogy: media cultures in and beyond the classroom. durham: duke university press. hernández, r., fernandez, c. & baptista, p. (2014). metodología de la investigación. [research methodology] méxico d.f.: mcgraw-hill. king, p, w. (2009). climbing maslow’s pyramid: choosing your own path through life. leicester: matador kumagai, y., lópez-sánchez, a., & wu, s. (2016). multiliteracies in world language education. new york ; london: routledge. lessard-clouston, m. (2012). vocabulary learning and teaching: pedagogy, research, and resources. in christians in english language teaching (celt 2012). conference teaching with excellence strand.–chinese university of hong kong. hong kong, china–2012. retrieved from https://www.academia.edu/1711441/vocabulary_ learning_and_teaching_pedagogy_research_and_resources educational videos for strenghtening english vocabulary celis, onatra & zubieta no. 14 (january june 2017) no. 14 (january june 2017) 86 ministerio de educación nacional de colombia. (2006). estándares básicos de competencias en lenguas extranjeras: inglés [basic standards of foreign languages: english] retrieved from: http://www. mineducacion.gov.co/cvn/1665/articles-115174_archivo_pdf.pdf nation, i. s. p. (2001). learning vocabulary in another language. cambridge: cambridge university press nikitina, l. (2009). student video project as a means to practice constructivist pedagogy in the foreign language classroom. jurnal pendidik dan pendidikan, jil, 24, 165-176. retrieved from: http://apjee.usm.my/apjee_24_2009/jpp24_10_ larisanikitina_165-176.pdf oxford, r.l, (1990). language learning strategies: what every teacher should know. boston: heinle & heinle. quintana, a & montgomery, w, (2006). psicología: tópicos de actualidad. [psychology: current topics] lima. universidad nacional mayor de san marcos. schmitt, n. & mccarthy, m, (2011). vocabulary: description, acquisition and pedagogy. cambridge: cambridge university press. schmitt, n. (2010). researching vocabulary: a vocabulary research manual. houndmills, basingstoke, hampshire: palgrave macmillan. schmitt, n. (2000). vocabulary in language teaching. new york: cambridge university press tamayo, m. (2004). el proceso de la investigación científica. méxico: editorial limusa. zhu, y. (2012). principles and methods in teaching english with multimedia. in advances in computer science and education (pp. 135-139). springer berlin heidelberg. educational videos for strenghtening english vocabulary celis, onatra & zubieta no. 14 (january june 2017) no. 14 (january june 2017) 87 authors *jonnathan celis nova holds ba in languages from universidad libre. he has experience as an english teacher in the extension courses at the same institution. his research interests include language, history and biology. *clara isabel onatra chavarro is currently enrolled in a phd program in education at universidad de baja california. she works as a professor at universidad libre and universidad nacional de colombia in the ba in languages program. her research interests are ict in education, self-direction and applied linguistics. *any tatiana zubieta córdoba holds ba in languages from universidad libre. she has been a languages teacher (english, french and spanish). she had the opportunity to participate in an exchange of international teachers with the amity program. her research interests include applied linguistics, languages and art. educational videos for strenghtening english vocabulary celis, onatra & zubieta no. 14 (january june 2017) no. 14 (january june 2017) 44 reflexiones sobre lenguaje, cultura y equidad en la enseñanza de matemáticas en una escuela primaria bilingüe de estados unidos1 sandra i. musanti, sylvia celedón-pattichis and mary e. marshall2* university of texas at brownsville, university of new mexico, albuquerque public schools, usa resumen esta investigación cualitativa explora las prácticas y percepciones de dos maestras (k-1), así como los asuntos de equidad implícitos en la integración curricular de problemas de matemáticas contextualizados para adecuar la enseñanza de estudiantes latinos que están aprendiendo inglés como segunda lengua. este estudio se basa en tres enfoques: el enfoque cognitivo guiado de la enseñanza de matemáticas, el lenguaje y la cultura como recursos pedagógicos, y la enseñanza de matemáticas para la equidad. la investigación se desarrolla en el contexto de una iniciativa de desarrollo profesional situado entre maestras bilingües e investigadoras en una escuela primaria del suroeste de estados unidos. los datos recogidos incluyeron observaciones de aula, clases grabadas en video y entrevistas con las maestras. los hallazgos indican que ambas maestras (1) valoran la integración en su currículo de problemas de matemáticas culturalmente contextualizados para apoyar la comprensión de conceptos matemáticos complejos, (2) priorizan el uso de la primera lengua en la enseñanza y la incorporación de diferentes modos de comunicación matemática de sus ideas y estrategias, y (3) priorizan una enseñanza para la equidad al valorar y promover un modelo de aprendizaje centrado en las capacidades de los alumnos y en la construcción de la identidad de los estudiantes como sujetos capaces de aprender matemáticas. palabras claves: educación bilingüe. enseñanza de matemáticas. equidad en educación. desarrollo profesional docente. 1 received: july 30th, 2012 / accepted: august 6th, 2012 2 email: sandra.musanti@utb.edu, sceledon@unm.edu, mary.m1210@gmail.com gist education and learning research journal. issn 1692-5777. no. 6, november 2012. pp. 44-70 musanti, celedón & marshall no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 45 abstract this study investigates k-1 teachers´ perceptions, practices, and equity issues in the integration of contextualized problem solving into the curriculum as a way to adapt instruction to meet the needs of latino students who were english language learners. we draw from three bodies of literature: cognitively guided instruction, language and culture as pedagogical resources, and equity issues in mathematics. this qualitative study takes place in the context of a situated professional development between bilingual teachers and researchers in a southwestern elementary school in the united states. data sources included classroom observations, videotaped lessons, and interviews with the teachers. through classroom episodes, this study illustrates how both teachers: (1) valued the integration of contextualized problem solving into their curriculum and used language and culture to scaffold understanding of complex mathematics concepts, (2) prioritized the use of the native language in their teaching and the development of different ways to communicate mathematically their ideas and strategies, and (3) prioritized equitable teaching by valuing and promoting a student centered approach to teaching as well as students´ identity as mathematics learners. keywords: bilingual education. mathematics education. equity in education. teacher professional development. resumo esta pesquisa qualitativa explora as práticas e percepções de duas professoras (k-1), assim como os assuntos de equidade implícitos na integração curricular de problemas de matemática contextualizados para adequar o ensino de estudantes latinos que estão aprendendo inglês como segunda língua. este estudo se baseia em três enfoques: o enfoque cognitivo guiado do ensino de matemática, a linguagem e a cultura como recursos pedagógicos, e o ensino de matemática para a equidade. a pesquisa se desenvolve no contexto de uma iniciativa de desenvolvimento profissional situado entre professoras bilíngues e pesquisadoras em uma escola primária do sudoeste dos estados unidos. os dados recolhidos incluíram observações de aula, classes gravadas em vídeo e entrevistas com as professoras. as descobertas indicam que ambas as professoras (1) valoram a integração no seu currículo de problemas de matemática culturalmente contextualizados para apoiar a compreensão de conceitos matemáticos complexos, (2) priorizam o uso da primeira língua no ensino e a incorporação de diferentes modos de comunicação matemática das suas ideias e estratégias, e (3) priorizam um ensino para a equidade ao valorar e promover um modelo de aprendizagem centrado nas capacidades dos alunos e na construção da identidade dos estudantes como sujeitos capazes de aprender matemática. palavras chaves: educação bilíngue. ensino de matemática. equidade em educação. desenvolvimento profissional docente. musanti, celedón & marshall no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 46 introducción los latinos son el segmento con más rápido crecimiento de la población de estados unidos. de acuerdo con los datos suministrados por el departamento de educación de ee.uu. en el año 2009 una proporción sustancial de los estudiantes latinos eran estudiantes del idioma inglés (37% en 4to grado). estas afirmaciones cobran especial relevancia si se considera que muchos estudiantes latinos en los estados unidos reprueban las clases de matemáticas y obtienen muy bajos puntajes en los exámenes estandarizados debido a la persistente inequidad educativa (boaler, 2008; flores, 2007; kohler y lazarín, 2007). el consejo nacional de maestros de matemáticas de estados unidos (nctm, nacional council of teachers of mathematics) contribuye con importantes lineamientos que son importantes considerar a la hora de reformular las actuales propuestas de enseñanza vigentes en las escuelas primarias con un gran porcentaje de niños latinos que hablan inglés como segunda lengua. según nctm (2008) las políticas y prácticas, relacionadas con la enseñanza y el aprendizaje de las matemáticas deben ser evaluadas continuamente para asegurarse que todos los estudiantes tengan igualdad de acceso a los recursos y estrategias con mayor potencial para promover el aprendizaje. esta situación muestra la urgencia de investigaciones centradas en comprender cómo los maestros pueden crear oportunidades para un aprendizaje eficaz y cómo pueden mejorar los métodos de enseñanza de matemáticas adecuándolos con el propósito de garantizar un acceso más equitativo a una educación de calidad para todos (celedón-pattichis y ramirez, 2012). importantes investigaciones han demostrado la efectividad de la enseñanza bilingüe (cummins, 1986; lindholm-leary, 2001; thomas & collier, 2002). recientes investigaciones en el área de la educación matemáticas de latinos concluyen sobre la importancia del uso de la primera lengua como recurso pedagógico (celedón-pattichis, 2008; khisty & chval, 2002, moschkovich, 2006; 2010) y de la necesidad de anclar el aprendizaje en las experiencias cotidiandas y prácticas culturales propias de los diferentes grupos étnicos (gonzález, moll, y amanti, 2005; civil y andrade, 2002). aún sigue siendo muy necesario el aporte de investigaciones que se enfoquen en describir la complejidad de prácticas de enseñanza de matemáticas en aulas bilingües que promuevan la comprensión de conceptos matemáticos complejos (moschkovich, 2010). este trabajo es parte de un estudio cualitativo descriptivo desarrollado por un período de tres años con un grupo de maestras en una escuela bilingüe del suroeste de los estados unidos. el presente trabajo reflexiones sobre lenguaje, cultura y equidad en la enseñanza de matemáticas musanti, celedón & marshall no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 47 se enfoca en los resultados derivados del análisis de datos del último año del estudio y se concentra en dos maestras, una de kindergarten y otra de primer grado. el propósito es explorar sus percepciones y prácticas respecto de la integración curricular del enfoque cognitivo guiado (ecg) de enseñanza de matemáticas [cognitively guided instruction] (carpenter, fennema, franke, levi, & empson, 1999) y específicamente las características de la incorporación sistemática de problemas matemáticos contextualizados. las preguntas de investigación abordadas son las siguientes: (a) ¿cuáles son las percepciones de los maestros bilingües sobre la importancia de integrar en su planificación problemas de matemáticas contextualizados? (b) ¿cómo adaptan su enseñanza a las necesidades de aprendizaje de los alumnos latinos en consideración al lenguaje y la cultura? en el análisis se realiza especial énfasis en las cuestiones de equidad implícitas en las percepciones de los maestros, así como en la toma de decisiones sobre cómo abordar la enseñanza de matemáticas con los estudiantes latinos. los resultados del estudio se presentan a través de dos casos de clase que demuestran las características de las interacciones típicas entre los estudiantes y las maestras. en el análisis de estas escenas exploramos el uso de la lengua materna, la consideración de los aspectos culturales y de equidad subyacentes a las prácticas de enseñanza implementadas por las maestras durante las clases de matemáticas con estudiantes que hablan español. marco teórico el enfoque cognitivo de la enseñanza de las matemáticas nuestra investigación tuvo lugar en el contexto de un proyecto de desarrollo profesional con maestros centrado en la comprensión de las implicaciones para la enseñanza de las matemáticas desde un enfoque cognitivo guiado (ecg) (carpenter, y otros, 1999). este enfoque afirma que es importante que los maestros comprendan por qué los niños, especialmente en los primeros grados, necesitan una enseñanza que priorice múltiples oportunidades para resolver una gran variedad de problemas verbales en matemáticas y para comunicar, en forma oral y también por escrito, sus estrategias de resolución (ver tabla 1. tipos de problemas). como franke, carpenter, levi y fennema (2001) explican: ecg se centra en ayudar a los maestros a comprender el razonamiento matemático de los niños, ayudándoles a construir modelos del desarrollo del pensamiento matemático en relación con contenidos específicos. no se provee ningún material de enseñanza o pasos específicos para la práctica, sino que los reflexiones sobre lenguaje, cultura y equidad en la enseñanza de matemáticas musanti, celedón & marshall no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 48 maestros desarrollan sus propios materiales de enseñanza y prácticas a partir de ver y escuchar a sus estudiantes tratando de entender lo que ven y oyen. (p. 657) esta propuesta se centra en entender las estrategias y conocimientos informales que los niños tienen sobre las matemáticas y como pueden ser utilizados para resolver problemas verbales vinculados con su vida cotidiana. una estrategia de enseñanza que se desprende de este enfoque es la utilización de problemas matemáticos centrados en el contexto, dado que esto permite a los niños entrar en un mundo matematizado y utilizar sus experiencias culturales para dar sentido a los números y comprender sus relaciones (hiebert y carpenter, 1992). investigaciones anteriores han demostrado que el uso de historias familiares para contextualizar la resolución de problemas ayuda a los estudiantes latinos a entender los conceptos y explicar su razonamiento matemático (turner y celedón-pattichis, 2011). el lugar del lenguaje y la cultura en el aprendizaje de las matemáticas muchos de los estudiantes de estados unidos que obtienen bajos resultados en la escuela han crecido hablando, leyendo, y escribiendo en un lenguaje o en una variación del inglés que difiere del que se usa en la escuela, el cual es refrendado por el currículo, los libros, los exámenes estandarizados, y valorado por maestros y estudiantes que representan las clases dominantes. en general, los niños provenientes de familias de sectores minoritarios como los latinos, muchas veces no han tenido el tipo de experiencias con el lenguaje oral y escrito que sus pares y éstas en general son las experiencias que se necesitan para poder tener éxito en una escuela que privilegia y valora el capital cultural y lingüístico de ciertos sectores más que otros (zwiers, 2008). de esto se desprende la necesidad de que las escuelas y los maestros entiendan la importancia de integrar y valorar el lenguaje y el capital cultural que traen los niños para que sirva de puente hacia el aprendizaje del lenguaje académico propio de la escuela y para que los niños también puedan valorar su lengua, sus conocimientos previos y sus experiencias de vidas. sabemos que el lenguaje es central para el aprendizaje de los estudiantes. consideramos que el uso de la primera lengua en la educación es un derecho humano (skutnabb-kangas, 2000) y un recurso central en la enseñanza de matemáticas (moschkovich, 2006, 2010). varias investigaciones han documentado como la primera lengua desempeña un importante papel en la enseñanza de las matemáticas reflexiones sobre lenguaje, cultura y equidad en la enseñanza de matemáticas musanti, celedón & marshall no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 49 (celedón-pattichis, 2008; moschkovich, 2006; secada y de la cruz, 1996). estas investigaciones han mostrado que cuando los estudiantes aprenden conceptos matemáticos en su primera lengua esto les posibilita su posterior transferencia al segundo idioma (cummins, 1989, 2001). por ejemplo, cuando un estudiante aprende a dividir en su primera lengua, este concepto no tiene que volver a ser aprendido en la segunda lengua. lo único que los estudiantes necesitan aprender es la palabra (división) en el segundo idioma. sin embargo, las investigaciones también muestran que el desarrollo del lenguaje académico necesario para que los estudiantes realicen las tareas escolares que tienen una alta demanda cognitiva puede tomar de cuatro a siete años o más en el segundo idioma (cummins, 1986; thomas y collier, 2002). asimismo, es importante no perder de vista que aprender un segundo idioma y además aprender simultáneamente matemáticas es una tarea cognitivamente -y también emocionalmente-exigente y esto puede obstaculizar el proceso de aprendizaje de las matemáticas. es importante destacar que recientes investigaciones proponen la necesidad de ir más allá del lenguaje académico hacia la construcción de comunidades de discurso matemático en el aula (willey, 2010), dado que esto permite superar propuestas de enseñanza centradas en el vocabulario que, en general, derivan en una visión deficitaria de aquellos alumnos que no demuestran poseer el lenguaje académico esperado. estos autores proponen prácticas que se centran en la construcción de conceptos matemáticos en contexto y en la interacción social, desarrollando en el proceso el lenguaje propio de las matemáticas (celedón-pattichis y ramirez, 2012). secada y de la cruz (1996) argumentan que a fin de mejorar los resultados que los latinos obtienen en las pruebas matemáticas en estados unidos, los estudiantes deben aprender matemáticas de modo comprensivo (hiebert y carpenter, 1992). además del idioma, consideramos que es importante hacer visibles los tipos de conocimiento que los alumnos y sus familias tienen y valorarlos como recursos culturales e intelectuales legítimos que deben ser tomados en cuenta por los educadores como base para el aprendizaje (luna villalón, 2010; zwiers, 2008). esto es lo que gonzález y otros (2005) denominan los fondos de conocimiento (en inglés funds of knowledge) de las comunidades, los conocimientos, habilidades y prácticas culturales de los hogares de los estudiantes que deben integrarse a la enseñanza y el aprendizaje en el aula de matemáticas (civil y andrade, 2002; luna villalón, 2010). es decir que los maestros pueden facilitar el aprendizaje significativo si tienen una comprensión profunda de las comunidades a las que pertenecen los estudiantes y las prácticas matemáticas en los que sus familias y ellos participan cotidianamente. por ejemplo, turner reflexiones sobre lenguaje, cultura y equidad en la enseñanza de matemáticas musanti, celedón & marshall no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 50 y sus colegas (2008) encontraron que la práctica de contar historias matemáticas desarrolladas en kindergarten con niños latinos resultó en un incremento significativo de la participación y motivación de los niños para resolver problemas matemáticos complejos. en sus clases, los maestros apoyaban la resolución de problemas y el pensamiento matemático a través de la práctica de contar y compartir historias de la vida cotidiana, que incluían formas familiares de hablar y negociar el significado. equidad y enseñanza de matemáticas con estudiantes latinos el énfasis de los estándares de aprendizaje de matemáticas en estados unidos se orienta cada vez más hacia currículos centrados en la resolución de problemas y en la comunicación de las estrategias de resolución. en este contexto, el andamiaje del aprendizaje a través del uso de la primera lengua para estudiantes latinos que no hablan inglés como primera lengua es cada vez más importante (nctm, 2000). los estudiantes necesitan las habilidades lingüísticas que se requieren para participar en las discusiones de clase acerca de sus ideas matemáticas, comunicar su pensamiento, explicar sus respuestas, hacer conjeturas y justificar sus conclusiones. moschkovich (2006, 2010), y khisty y chval (2002) sostienen que las discusiones en clase son útiles para los estudiantes cuando los maestros les permiten valerse de todos los recursos a su disposición para promover la comunicación y, especialmente los instrumentos legítimos para la expresión verbal o escrita, incluyendo su lengua materna, expresiones cotidianas, gestos y objetos concretos. sin embargo, la equidad en la enseñanza de las matemáticas va más allá de las competencias lingüísticas. los estudiantes en los primeros grados de la escuela primaria y en el nivel inicial deben tener oportunidades de participar en la producción de ideas matemáticas y sobre todo tener la oportunidad de resolver los problemas relevantes y desafíos cognitivos en tanto involucran importantes conceptos matemáticos (nctm, 2000). con demasiada frecuencia, en estados unidos los niños latinos de niveles socioeconómicos bajos son asignados a maestros que creen que para aprender esos estudiantes necesitan una enseñanza centrada en la ejercitación y en la retención de hechos matemáticos más que en la comprensión de conceptos. la práctica repetitiva de ejercicios es la forma predominante de actividades de enseñanza con escasas oportunidades de participar en actividades cognitivas más interesantes como la resolución de problemas (secada, 1991). reflexiones sobre lenguaje, cultura y equidad en la enseñanza de matemáticas musanti, celedón & marshall no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 51 congruentemente, boaler (2008) sostiene que el logro de mayor equidad en la enseñanza de las matemáticas depende de que los maestros puedan desarrollar estrategias efectivas que permitan a los estudiantes participar en prácticas de aprendizaje centradas en la resolución de problemas, el razonamiento matemático, su justificación y su comunicación (nctm, 2000). asimismo, destaca la importancia de la conciencia social y cultural y la sensibilidad de las maestras así como el valor del rediseño de materiales curriculares sobre la base de la comprensión de las experiencias culturales de los alumnos. basándonos en desarrollos teóricos e investigaciones recientes, entendemos que la equidad educativa requiere de una enseñanza que tenga como meta principal que los estudiantes se vean a sí mismos como efectivos participantes de una comunidad discursiva matemática y que desarrollen una identidad como estudiantes de matemáticas (schleppegrell 2010; willey, 2010). en este sentido, allexsaht-snider y hart (2001) afirman que el compromiso, pertenencia y confianza en el aprendizaje matemático son indicadores de que los alumnos se ven a sí mismos como parte de una comunidad de aprendizaje de matemáticas. los principios de una comunidad de discurso matemática y las ideas presentadas respecto de la equidad educativa, y el rol del lenguaje y la cultura en la enseñanza guiaron nuestro trabajo con los maestros. de esta manera, se diseñó una propuesta de desarrollo profesional situado para maestros centrada en la integración de la primera lengua, la cultura, y matemáticas. desarrollo profesional situado en el aula las conceptualizaciones actuales sobre el desarrollo profesional de maestros hacen hincapié en la generación de comunidades de prácticas en las que estos aprenden en colaboración con otros, reflexionan sobre sus prácticas y enfoques de enseñanza y tienen oportunidades para discutir y planificar con colegas propuestas de enseñanza que respondan a las necesidades de sus estudiantes (franke y otros, 2001; musanti y pence, 2010; wenger, 1998). nuestra premisa central consistió en implementar una propuesta de desarrollo profesional desde una perspectiva situada, es decir, teniendo en cuenta la singularidad de cada situación y respondiendo a las necesidades culturales y lingüísticas de la población estudiantil, y también a las necesidades profesionales y personales de sus maestras, reconociendo que cada salón de clases involucra una dinámica única entre los estudiantes, su maestra y el contexto (celedón-pattichis et reflexiones sobre lenguaje, cultura y equidad en la enseñanza de matemáticas musanti, celedón & marshall no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 52 al., 2010; cobb, mcclain, lamberg, y dean, 2003; musanti y otros, 2011). esta propuesta de capacitación se desarrolló sólo con aquellas maestras que voluntariamente decidieron que querían capacitarse sobre el enfoque cognitivo de enseñanza de matemáticas y la influencia de factores como el lenguaje y la cultura en la enseñanza y el aprendizaje de los estudiantes latinos. nuestro trabajo con este grupo de maestras fue esencialmente colaborativo, centrado en un trabajo conjunto con las maestras en el aula, y prolongado en el tiempo (musanti y pence, 2010). la propuesta involucró: seminarios intensivos de verano. estos seminarios versaron sobre el enfoque cognitivo guiado de la enseñanza de matemáticas (carpenter et al., 1999) con énfasis en que los maestros profundicen la comprensión de la enseñanza a través de la resolución de problemas, y el rol del lenguaje y la cultura en el aprendizaje. se desarrollaron dos seminarios durante el verano, con una duración de dos semanas cada uno que otorgaron créditos de posgrado, los cuáles podían ser usados como parte de los créditos de maestría o doctorado. instancias de apoyo y colaboración en la clase. durante las visitas de frecuencia semanal, las investigadoras observaban las lecciones, modelaban lecciones sobre ecg y resolución de problemas, conversaban con las maestras sobre formas de poner en práctica las actividades de resolución de problemas, colaboraban en la planificación y ejecución de las clases sobre resolución de problemas trabajando en pequeños grupos con los estudiantes, aportaban recursos para complementar currículo de matemáticas y/o discutían con las maestras al final de cada sesión de trabajo sobre los acontecimientos relacionados con cada lección, los obstáculos encontrados por los alumnos, sus logros, etc. talleres. se realizaron seis talleres de dos horas cada uno durante el período 2007-2008. participaron todas las maestras de la escuela que estaban interesadas en la implementación de ecg en sus aulas. los talleres se centraron en el aprendizaje de ecg y en el análisis de las producciones de los alumnos durante las clases centradas en la resolución de problemas. metodología contexto el estudio se llevó a cabo en una escuela primaria ubicada en una ciudad en el suroeste de estados unidos. la población de la escuela donde se desarrolló el estudio está conformada por un 90% reflexiones sobre lenguaje, cultura y equidad en la enseñanza de matemáticas musanti, celedón & marshall no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 53 de inmigrantes mexicanos para quiénes inglés es su segunda lengua. todos los estudiantes reciben desayuno y almuerzo gratis. la escuela implementa un programa bilingüe de doble inmersión que incluye en el kindergarten el 90% de la enseñanza en español y el 10% en inglés. en primer grado es el 80% en español, aumentando gradualmente el uso del inglés al 50% en los grados cuarto y quinto (lindholm-leary, 2001). las clases analizadas incorporaban la enseñanza de matemáticas en español y los alumnos recibían una clase de inglés como segunda lengua durante las tardes sobre el desarrollo de vocabulario académico básico. en cuanto a la enseñanza de matemáticas, la escuela ha adoptado una propuesta curricular que se enfoca en los principios de la reforma de la enseñanza en estados unidos (nctm, 2000). este plan de estudios hace hincapié en los procesos de resolución de problemas matemáticos, la comunicación, el razonamiento, las conexiones y la representación. nuestra propuesta de desarrollo profesional para los maestros participantes enfatizaba la necesidad de complementar este plan de estudios mediante la introducción de estrategias centradas en la resolución de problemas matemáticos contextualizados, en la comprensión del pensamiento matemático de los estudiantes y en la posibilidad de comunicar efectivamente sus ideas y estrategias a través de múltiples formas de representación (dibujos, símbolos, ecuaciones y texto) (chval & khisty, 2009). participantes si bien nuestro trabajo involucró a siete participantes en el curso de tres años, en este artículo se presentan datos relativos a dos maestras, carmen y norma3. carmen es maestra de nivel inicial y enseña en kindergarten. inmigró desde méxico junto con su familia cuando era adolescente. cuando se realizó el estudio, carmen era considerada una maestra principiante ya que sólo contaba con 5 años de experiencia en la enseñanza. norma es una maestra de primer grado oriunda de perú y vive en estados unidos desde muy joven. es una maestra con más de 10 años de experiencia enseñando la mayor parte en primer grado. ambas maestras hablan inglés como segunda lengua y han realizado cursos de posgrado en educación bilingüe y de estrategias de enseñanza a estudiantes que aprenden en una segunda lengua. antes de la iniciación de este estudio, ninguna de estas maestras había tenido formación en el enfoque cognitivo guiado para la enseñanza de matemáticas reflexiones sobre lenguaje, cultura y equidad en la enseñanza de matemáticas musanti, celedón & marshall 3 los nombres son seudónimo no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 54 (ecg). las maestras participantes de este estudio fueron seleccionadas porque estaban interesadas en aprender sobre ecg, porque estaban de acuerdo con integrar en sus planes de clase la resolución de problemas verbales matemáticos, y porque la mayoría de los estudiantes hablaban español como primera lengua en sus aulas bilingües. ambas maestras participaron en talleres sobre ecg durante el ciclo lectivo 2007-2008. recolección de datos este artículo se basa en datos recogidos durante el último año de un estudio cualitativo de tres años desarrollado entre 2006 y 2009, por lo tanto los datos presentados corresponden a un análisis de corte transversal. específicamente, se analizan datos provenientes de entrevistas semi-estructuradas, transcripciones de videograbaciones de clases seleccionadas, y notas de observaciones de aula durante el trabajo de campo. entrevistas. durante el ciclo lectivo 2007-2008, se realizaron dos entrevistas semi-estructuradas con cada maestra, de 45-60 minutos de duración. las entrevistas se centraron en explorar las percepciones de las maestras respecto del currículo de matemáticas, aspectos específicos de la enseñanza y el aprendizaje de matemáticas, la integración curricular de problemas matemáticos, el impacto de la cultura y el idioma en el aprendizaje de matemáticas en la escuela primaria y el conocimiento de las maestras respecto de las necesidades de los estudiantes. las entrevistas fueron grabadas y posteriormente transcriptas. observaciones. se observaron las clases de matemáticas semanalmente (salvo excepciones por cambios o imprevistos) en horarios acordados previamente con las maestras y durante el desarrollo de las clases basadas en el ecg. durante las observaciones las investigadoras recolectaron notas de campo de 23 lecciones en la clase de norma y de 16 en la clase de carmen. video grabaciones de clases. durante el otoño de 2007 y la primavera de 2008 varias de las lecciones sobre resolución de problemas fueron grabadas en video, 12 lecciones en el aula de norma y 7 en el aula de carmen. para cada video se creó un registro de contenido que sirvió para seleccionar los segmentos que se transcribieron para su análisis. se seleccionaron videos que integraran más elementos relativos a ecg y al razonamiento matemático de los estudiantes. análisis de datos el análisis de los datos se abordó a través del método comparativo constante (strauss y corbin, 1998) con el propósito de reflexiones sobre lenguaje, cultura y equidad en la enseñanza de matemáticas musanti, celedón & marshall no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 55 explorar las percepciones y prácticas de las maestras respecto de la implementación de estrategias centradas en la resolución de problemas verbales contextualizados en su plan de clases. específicamente se analizaron las transcripciones de las entrevistas, las notas de campo de las investigadoras, los registros de contenidos de los videos y las transcripciones de los videos seleccionados según los criterios anteriormente especificados. cada investigadora realizó de forma individual una codificación abierta de los datos (strauss y corbin, 1998) en busca de temas y patrones que dieran cuenta de las prácticas específicas de integración del ecg en el currículo, las reflexiones de las maestras respecto del rol del lenguaje y la cultura en la enseñanza de matemáticas, y características de la enseñanza de matemáticas para los alumnos latinos que no hablan inglés como primera lengua identificadas por las maestras como vinculadas con mejores resultados de aprendizaje. en la siguiente sección se presenta un análisis de los resultados del trabajo desarrollado con estas maestras. los dos casos de clase son considerados como representativos porque ilustran los resultados del análisis. a través del primer caso se exploran las implicaciones que tiene para estas maestras el hecho de abordar la enseñanza de las matemáticas a partir de la resolución de problemas familiares a las experiencias de sus alumnos. luego, el segundo caso ilustra el lugar central de la primera lengua en el aprendizaje de conceptos matemáticos y en la posibilidad de comunicar el pensamiento a partir de la adquisición del lenguaje o discurso académico de la disciplina en cuestión. por último, se discute la importancia que estas maestras atribuyen a desarrollar la confianza de sus alumnos en sí mismos como “aprendices” de matemáticas, y en la construcción de una identidad como sujeto de aprendizaje capaz desde la valorización de sus capacidades, conocimientos previos, lenguaje y cultura. caso clase no. 1. la clase de norma comienza cada miércoles trabajando sobre problemas de matemáticas. la maestra inicia estas lecciones situando a sus estudiantes en un contexto familiar o conectando lo que va a desarrollar con experiencias recientes o conocidas y compartidas por ellos con sus familias. por ejemplo, en la clase que se describe a continuación norma recupera la narración de la fiesta de cumpleaños de rodolfo que los niños habían compartido durante las noticias del día, un segmento de la clase destinado a los sucesos importantes que los niños o la maestra quieren destacar y compartir con la clase. la maestra y los niños comentan sobre la fiesta de cumpleaños de rodolfo, cuando uno de los niños expresa que no fue una fiesta. la maestra utiliza este comentario para anclar el problema de matemáticas: reflexiones sobre lenguaje, cultura y equidad en la enseñanza de matemáticas musanti, celedón & marshall no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 56 maestra: tú me has dicho que no, pero yo creo que sí le han hecho una fiesta porque vinieron sus tíos, sus abuelos y sus primos y para mí que eso es como una fiesta. vamos a suponer que en la fiesta de rodolfo...había 25 globos. alumnos: ¡veinticinco! ¡ohh! maestra: veinticinco globos...y que de repente vinieron varios niños entre los primos y le dieron a cada uno de los que vinieron un globo. …y vinieron diez de sus primos...y a cada uno le dieron un globo. ¿cuántos globos quedaron al final? [los niños levantan la mano para participar] maestra: primero piensen [señalando su cabeza] ¿cuántos globos había en la fiesta de rodolfo? alumnos: veinticinco. maestra: veinticinco. podemos poner el número para ayudarnos. [escribe el número en la pizarra.] había veinticinco globos... y vinieron diez niños y le dieron a cada uno un globo. ¿cuántos globos quedaron al final? los niños dan diferentes respuestas. algunos alumnos dicen veinticinco, otros dicen 5. una niña parece decir: sacaron 10. otro niño: quedaron 5 maestra: a ver, la historia es: había 25 globos . . .había 10 de sus primos, a cada niño le dieron un globo para que se llevara a su casa. ¿cuántos globos quedaron? alumnos vuelven a responder 5. maestra: a ver, vamos a poner lo que me están diciendo, sonia dice que quedaron 5 (escribe 5 en pizarra). josé: quince alumna: ¡quince! ¡quedaron quince! maestra: quince (escribe en la pizarra) a ver josé, ¿cómo lo podemos averiguar? ¿cómo sabes? todos piensen. (dirigiéndose a quiénes dieron las respuestas.) ¿cómo sabes tú que quedaron 5? y ¿cómo sábes tú que quedaron 15? josé pasa al pizarrón a mostrar como pensó que eran 15. dibuja los 25 globos. al finalizar, tacha de uno en uno diez globos. luego cuenta los reflexiones sobre lenguaje, cultura y equidad en la enseñanza de matemáticas musanti, celedón & marshall no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 57 restantes. para finalizar la maestra le pide que explique cómo lo hizo. como a josé le cuesta explicar, la maestra le va haciendo preguntas cómo: ¿qué hiciste primero? ¿y luego? ¿cómo supiste que quedaron 15? resolución de problemas en “contexto” como andamiaje del pensamiento matemático como muestra el caso de clase descrito anteriormente, la contextualización de los problemas de matemáticas en los primeros grados requiere que los maestros conozcan y valoren las experiencias de vida, la cultura, y los conocimientos previos de sus alumnos. para crear historias con contenido matemático, norma recurrió al conocimiento de sus estudiantes, especialmente apelando a lo que gonzález y otros (2005) denominan fondos de conocimiento. siguiendo el enfoque cognitivo de la enseñanza de matemáticas, la formulación de problemas involucraba a los alumnos como actores principales de las historias que las maestras creaban. esta estrategia mejora las posibilidades de comprensión de los alumnos y el análisis de las situaciones de la vida cotidiana matemáticamente. ellas les contaban historias a sus alumnos en una manera informal y conversacional, incluyendo variada y rica información sobre el contexto, invitando a sus alumnos a responder a preguntas y comentarios, involucrándolos activamente en la conversación y en la trama de la historia que se les presentaba. esta forma de encuadrar o situar los problemas a través de la narrativa permite que los maestros puedan hacer uso de las formas de hablar, interactuar y negociar significados propios de los contextos familiares de sus alumnos. además, la presentación de los problemas de esta manera permite que los alumnos utilicen la estructura narrativa de la historia para pensar matemáticamente sobre los conceptos presentados. en el caso de clase descrito más arriba se puede observar varias estrategias de andamiaje del razonamiento matemático utilizadas consistentemente por esta maestra, entre las cuales se destacan: 1) presentación del problema matemático conectado con una situación familiar a los alumnos que los representa y los involucra; 2) la narración de la historia que contiene el problema para que los alumnos capten la secuencia de eventos, identifiquen la información que presenta el problema y practiquen sus habilidades de comunicación oral; 3) identificación de las palabras o segmentos de texto que contienen información relevante, y 4) formulación de preguntas para que los alumnos recuperen los datos importantes para poder resolver el problema. norma explica que es importante “andamiar” la comprensión de la situación y el problema y la habilidad de comunicar el pensamiento de sus alumnos: “si es en forma oral. . . tratamos, reflexiones sobre lenguaje, cultura y equidad en la enseñanza de matemáticas musanti, celedón & marshall no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 58 con los problemas de preguntar cuál es la historia, “cuéntame sobre qué es la historia, cuál es la pregunta” así ellos lo dicen. esa es una manera.” (traducido del inglés, entrevista con norma, 2007). la importancia de comprender textos orales y escritos es reconocida como una competencia significativa también en matemáticas, especialmente porque esto les permite a los alumnos entender la situación y generar estrategias de resolución. en la siguiente cita, esta maestra explica la interconexión entre las situaciones de aprendizaje en la escuela y la vida cotidiana de los alumnos: en los últimos dos años, me di cuenta. . .de que antes no lo hacía. la resolución de problemas (del tipo ecg) no era parte del currículo. pero el hecho de tener una hora (semanal) únicamente para esto, significa que trabajamos, un poco cada miércoles, y los chicos se están acostumbrando a hablar más, a explicar más, a ser más claros. . . yo creo que esto es crucial. y está conectado con lo que se espera que logren, no sólo en matemáticas sino también en lectoescritura. ellos necesitan hacer conexiones durante la lectura. la historia que lean la tienen que poder conectar con su propia vida. (traducido del inglés, entrevista con norma, 2007). desde una perspectiva sociocultural de construcción del conocimiento, diferentes investigaciones han mostrado la relevancia de integrar estrategias de enseñanza y aprendizaje de matemáticas que surjan y se integren al contexto cultural y lingüístico de los alumnos (celedón-pattichis, 2008). caso de clase no. 2. el año escolar estaba llegando a su fin. carmen ha trabajado todo el año con sus alumnos resolviendo problemas que ellos llamaban “historias de matemáticas.” durante la hora de historias de matemáticas este grupo de niños kindergarten (equivalente al salón de 5 del nivel inicial) escuchan y resuelven historias creadas por carmen o a veces por ellos mismos. por ejemplo, algunas historias narran que la mamá de josé suele hacer tacos para cenar. esta vez ella hizo 10 tacos. josé llegó con hambre de la escuela y se comió 6 tacos sin que su mamá lo vea. ¿cuántos tacos quedaron para que coman los hermanos de josé? (ver tabla 1 sobre tipos de problemas). para muchos de estos niños esta fue su primera experiencia de escolarización, al principio del año muchos niños no podían contar hasta 5, tenían dificultades para permanecer en la actividad, comunicarse oralmente, prestar atención y seguir instrucciones básicas. pero este grupo trabajó mucho y mostró un importante progreso durante ese año según lo reportado por la maestra. reflexiones sobre lenguaje, cultura y equidad en la enseñanza de matemáticas musanti, celedón & marshall no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 59 hoy carmen los invita a sentarse en la alfombra, un sector del aula delante del pizarrón donde cotidianamente se desarrollan actividades que involucran a todo el grupo. la maestra se sienta en su silla. los alumnos se preparan para escuchar lo que ella tiene que contar. esta vez, carmen decidió presentar un problema de multiplicación (ver tabla 1), los cuales suelen ser muy difíciles de resolver para sus alumnos de kindergarten: “yo tenía tres cajas. en cada caja tenía 5 chupetines. ¿cuántos chupetines tenía en total?” después de repetir el problema una vez más, les pide que piensen y levanten la mano para compartir la respuesta. andrés y carlos comparten su solución al problema y explican como lo resolvieron. andrés explica cómo supo que la respuesta era 15: “usted tenía 3 cajas y la caja tenía cinco y yo conté con mis dedos así, [muestra con dedos mientras cuenta] uno, dos, tres, cuatro, cinco, seis, siete, ocho, nueve, diez y luego once, doce, trece, catorce, quince.” luego es el turno de carlos para explicar cómo supo que eran 15: “es que primero conté de cinco en cinco y luego conté cinco, diez y luego quince, y luego supe que era quince.” entonces carmen inició un intercambio con sus alumnos para examinar como andrés y carlos resolvieron el problema y comparar sus estrategias: maestra: ¿pero vieron que los dos tienen razón? alumnos: sí. maestra: ¿están equivocados o están bien? (refiriéndose a las respuestas) alumnos: están bien. maestra: ¿pero cómo saben que están bien? ¿por qué están tan seguros de que están bien? alumno1: (mostrando con sus manos) porque hay unos que lo cuentan de dedos en dedos, así lo van contando (muestra como cuenta con los dedos) y luego él (su compañero) como los contó de cinco en cinco salteándose en cada número, . . .ya supo que eran quince . . maestra: y entonces los dos tenían razón, uno contó de uno en uno y otro contó de cinco en cinco, pero ¿los dos están bien? alumnos: ¡siiii! maestra: ¿y cuál fue más rápido? ¿el que contó de uno en uno o el que contó de cinco en cinco? reflexiones sobre lenguaje, cultura y equidad en la enseñanza de matemáticas musanti, celedón & marshall no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 60 alumnos: de cinco en cinco. maestra: ¿por qué? alumnos: porque es más rápido. alumnos: cinco, diez, quince, veinte. maestra: muy bien, fue más rápido. la primera lengua como recurso pedagógico y la construcción del lenguaje académico matemático este caso de clase muestra la integración en el currículo de un problema de multiplicación que tiene un alto nivel de dificultad para los niños de kindergarten (carpenter y otros, 1999), una práctica regular de estas maestras quienes tenían altas expectativas para el aprendizaje de sus alumnos. además, el caso ilustra la importancia del papel de los maestros en apelar al uso del lenguaje como medio de comunicación en el aula para ayudar a los estudiantes a comprender las matemáticas formales. por ejemplo, la maestra apela al uso de preguntas específicas para lograr que los alumnos puedan pensar sobre las respuestas dadas al problema, de tal manera que puedan identificar y explicar cómo saben cuál es la respuesta correcta. además, la maestra utiliza específicamente la estrategia de reformular las respuestas dadas por los alumnos usando el discurso matemático específico cuando dice: “uno contó de uno en uno y otro contó de cinco en cinco”. esto también contribuye a redirigir la conversación y ayudar a que los alumnos puedan identificar las características de las estrategias matemáticas utilizadas en las respuestas. este tipo de prácticas discursivas contribuyen a que los alumnos comiencen a participar de las formas de decir y pensar propias de las matemáticas, además de incorporar la terminología necesaria para comunicar conceptos claves como formas de contar u operaciones matemáticas (willey, 2010). para finalizar la lección, carmen se enfocó en trabajar sobre lo que se considera una estrategia de resolución del problema más rápida y más eficaz, mientras que valida otras maneras de llegar a la respuesta correcta. un aprendizaje importante en matemáticas que no es comúnmente enfatizado en el currículo de kindergarten es que los alumnos puedan identificar las características y la efectividad de las estrategias en uso. este tipo de intercambio verbal fue un patrón en la clase de carmen durante las clases ecg y refleja las prácticas que concuerdan con una visión de la enseñanza centrada en valorizar las reflexiones sobre lenguaje, cultura y equidad en la enseñanza de matemáticas musanti, celedón & marshall no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 61 capacidades de los alumnos y en construir con ellos una comunidad de discurso matemático (celedón-pattichis y ramirez, 2012; willey, 2010). el mejoramiento del rendimiento de los alumnos de carmen para resolver problemas de multiplicación y lograr reflexionar sobre los elementos que caracterizan una estrategia de solución más eficiente es posible en el contexto de una enseñanza más equitativa (allexsahtsnider, 2001; boaler 2008). este abordaje de la enseñanza enfatiza la participación de los niños en la creación de comunicación haciendo uso de múltiples formas de representación de ideas matemáticas. al final del año, carmen reflexionaba sobre la importancia de brindar oportunidades para la construcción del lenguaje académico propio de matemáticas en español, la primera lengua de sus estudiantes: como le decía, al principio ellos (los estudiantes), muchos de ellos, señalaban lo que querían pero no lo podían decir. no tenían las palabras o no sabían los nombres de las cosas, pero ahora no, ahora pueden decir lo que quieren o les está pasando con palabras. (entrevista con carmen, 2008) es importante que estos estudiantes, que provienen de entornos más desfavorecidos, tengan suficientes oportunidades para interactuar con diferentes tipos de textos (incluyendo los matemáticos), de experimentar cotidianamente la lectura y la escritura y de desarrollar el lenguaje académico que se demanda en la escuela. esto es parte importante de la construcción de formas de comunicación propias de las matemáticas. resulta evidente que es una cuestión de equidad educativa que a los estudiantes latinos provenientes de sectores de bajos recursos se les ofrezcan oportunidades para aprender conceptos matemáticos complejos y el lenguaje académico apropiado en su lengua materna para aprender de modo comprensivo y para comunicar su razonamiento matemático en forma efectiva (turner y celedón-pattichis, 2011). en el caso de clase 2, el alumno 1 explica por qué los estudiantes llegaron a la respuesta correcta a través del uso de estrategias diferentes y válidas y lo hace utilizando un lenguaje académico apropiado (ejemplo: “y los contó de cinco en cinco”) para explicar las diferentes estrategias de conteo. la construcción de lenguaje académico en la primera lengua del estudiante requiere que los maestros no sólo se centren en desarrollar el uso apropiado del vocabulario específico, sino fundamentalmente la progresiva incorporación de formas y estructuras más precisas de explicar sus ideas y estrategias (cummins, 1989; thomas y collier, 2002), y como resultado la participación efectiva en el discurso matemático (willey, 2010). reflexiones sobre lenguaje, cultura y equidad en la enseñanza de matemáticas musanti, celedón & marshall no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 62 la equidad educativa y una enseñanza centrada en la construcción de la identidad como sujeto capaz de aprender matemáticas un logro central e inesperado de nuestra investigación fue verificar la importancia de construir confianza tanto en las maestras, por la posibilidad de enseñar efectivamente matemática, como en los alumnos, en relación con la capacidad de aprender matemática. crear un ambiente de clase en el que los estudiantes sientan que pueden ser escuchados y que pueden pensar libremente sin ser castigados o etiquetados es fundamental para fomentar la confianza en su capacidad para aprender matemáticas. por ejemplo, carmen era consciente que sus experiencias anteriores como estudiante de matemáticas le habían dejado una sensación de frustración que le generó malestar y redujo su confianza en sí misma como maestra. durante una entrevista, carmen nos explicaba: antes de empezar a trabajar con ecg, yo tenía muchas preguntas. tenía muchas preguntas sobre como yo enseñaba matemáticas, pero después de ecg (se refiere a la capacitación) empecé a darme cuenta de que entendía mejor matemáticas. nunca fui una buena estudiante de matemáticas… tuve que cursar álgebra tres veces [curso de secundaria]. todavía no sé como me dejaron cursarla tres veces, porque no era buena para matemáticas. siempre le tuve miedo, nunca pensé que podía llegar a entenderla. pero ahora me siento más segura, con más confianza y más capacitada para enseñarla. . . (entrevista con carmen, 2007) sostenemos que el cambio en el conocimiento y la práctica sucede cuando los educadores entienden que el cambio en la enseñanza puede tener un efecto en el aprendizaje de los alumnos y no al revés (guskey, 2002; musanti y pence, 2010). tanto carmen como norma pudieron observar como sus alumnos incrementaron su sentimiento de confianza como aprendices de matemáticas y como esto impactaba en su percepción de sí mismos y en su identidad. por ejemplo, los estudiantes de carmen (caso de clase no. 2) muestran confianza en su capacidad para resolver los problemas y encontrar la respuesta, y además son capaces de explicar su razonamiento usando lenguaje específicamente matemático (ej. “contando de cinco en cinco”). enseñar con equidad requiere lograr que todos los alumnos crean en sus capacidades para aprender y que los maestros los definan a través de un modelo de aprendizaje centrado en sus capacidades y no en el déficit. tanto para norma como para carmen implica que “que matemáticas no los asuste, que sepan que lo pueden hacer” (entrevista con carmen, 2007) y esto requiere que logren: reflexiones sobre lenguaje, cultura y equidad en la enseñanza de matemáticas musanti, celedón & marshall no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 63 . . . construir confianza en sí mismos, si entienden lo que están haciendo, y saben que lo pueden hacer, y que lo pueden hacer bien, y si ellos pueden mostrarle a alguien o explicarle a alguien, sea otro adulto o un compañero. . .para mí eso es el verdadero logro (de la enseñanza) (entrevista con norma, 2007). enseñar con equidad requiere que los maestros, especialmente en los primeros grados de la escuela primaria y en el nivel inicial, se centren en diseñar propuestas de enseñanza para que los alumnos se construyan a sí mismos como sujetos que pueden, cuyo aprendizaje es valorado. esto requiere de maestros con altas expectativas hacia el aprendizaje de matemáticas de sus alumnos (turner y celedón-pattichis, 2011). la importancia del trabajo de un maestro yace en “demostrarles que pueden resolver con éxito problemas matemáticos complejos, aún antes de que dominen los hechos matemáticos básicos” (carmen, entrevista 2008). así es como durante el transcurso del año, los estudiantes de ambas clases fueron incrementado su sentido de confianza en sus capacidades, fueron capaces de crear “historias matemáticas” para que sus compañeros las resuelvan, comenzaron a tomar riesgos resolviendo problemas de diferentes maneras aún cuando no lograban la respuesta correcta, y mejoraron sus habilidades comunicativas orales para explicar sus estrategias a la maestra y a sus compañeros utilizando diferentes representaciones escritas (dibujos, símbolos, palabras y oraciones) para representar los problemas y sus soluciones. este fue el resultado de un trabajo intenso de ambas maestras para validar la voz, pensamiento y capacidades de sus alumnos. conclusiones este estudio explora e ilustra prácticas de enseñanza de matemáticas con estudiantes latinos en contextos bilingües que sitúan el aprendizaje en relación con la lengua y la cultura de los alumnos, promueven el uso de la primera lengua como recurso pedagógico, y aspiran a enseñar contenido matemático complejo. las maestras que participaron en este estudio demostraron consistentes y altas expectativas de aprendizaje para sus alumnos, reflexionando sistemáticamente sobre el impacto del lenguaje usado en la enseñanza y las cuestiones culturales en el aprendizaje de sus estudiantes, y sobre cómo podían responder con sus estrategias de enseñanza de matemáticas a las características y necesidades de sus alumnos. las estrategias ilustradas a través de los dos casos de clase muestran la importancia de generar formas efectivas de apoyar la reflexiones sobre lenguaje, cultura y equidad en la enseñanza de matemáticas musanti, celedón & marshall no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 64 construcción del pensamiento matemático de los alumnos utilizando el lenguaje, y los intercambios con los alumnos para que puedan desarrollar herramientas que les permitan mejorar su razonamiento matemático y la capacidad para comunicarlo efectivamente a otros tanto en forma escrita como oral. para esto es necesario que los maestros comprendan el rol que el maestro tiene en la construcción del lenguaje académico en relación con áreas de contenido y la importancia de que los alumnos participen activamente en la construcción de prácticas propias del discurso matemático. consideramos que este estudio contribuye a la comprensión de la importancia de la primera lengua como un recurso pedagógico en contextos donde los alumnos estén aprendiendo la lengua de instrucción como segunda lengua. el objetivo de este estudio no era establecer comparaciones entre aulas bilingües y aulas donde la enseñanza es solamente en inglés. de acuerdo con moschkovich (2010), la intención del estudio era explorar las prácticas de enseñanza que recuperan las capacidades propias de los estudiantes y que están diseñadas específicamente para alumnos minoritarios cuya primera lengua es español integrando la complejidad lingüística y cognitiva necesaria para que los alumnos avancen en el aprendizaje de conceptos matemáticos en su primer idioma. por otra parte, se ha documentado las prácticas de enseñanza que pueden marcar una diferencia ofreciendo oportunidades de aprendizaje significativas para la solución de problemas matemáticos complejos y de esta manera contribuir a generar propuestas educativas para la equidad que contribuyan a mejorar el rendimiento educativo de los estudiantes latinos. en este sentido, cobra particular importancia la posibilidad de que los maestros accedan a oportunidades de desarrollo profesional situado donde puedan reflexionar sobre sus prácticas de enseñanza identificando los factores que contribuyen a mejorar el aprendizaje. en este estudio, las maestras coincidieron en la centralidad de crear ambientes de aprendizaje que promuevan que los alumnos latinos crezcan valorando sus capacidades y desarrollando su identidad como sujetos que aprenden matemáticas. estas prácticas sólo son posibles cuando los maestros creen en las capacidades de aprendizaje de todos sus alumnos, considerando sus raíces culturales y lingüísticas como recursos intelectuales en el diseño de prácticas de enseñanza. reflexiones sobre lenguaje, cultura y equidad en la enseñanza de matemáticas musanti, celedón & marshall no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 65 tabla 1. problemas verbales seleccionados (versión en español, adaptado de carpenter et al., 1999) estructura del problema problema cambio creciente (con resultado desconocido) cambio creciente (con cantidad de cambio desconocido) cambio decreciente (con resultado desconocido) multiplicación división partitiva división medida comparación cintia tenía 8 caramelos. su hermana le da 8 caramelos más. ¿cuántos caramelos tiene cintia ahora? pablo quiere comprar un avión de juguete que cuesta 19 pesos. ahora sólo tiene 9 pesos. ¿cuántos pesos más necesita pablo para poder comprar el avión de juguete? mariana tiene 25 galletitas. ella se come 5. ¿cuántas galletitas le quedaron a mariana? juan tiene 6 bolsas de bolitas. hay 5 bolitas en cada bolsa. ¿cuántas bolitas tiene juan en total? mario tiene 20 bolitas. el comparte sus bolitas con 4 amigos de modo que cada uno tenga la misma cantidad de bolitas. ¿cuántas bolitas le toca a cada amigo? (mario no se queda con ninguna bolita.) diego tiene 15 caramelos y algunas bolsas. el quiere poner 3 caramelos en cada bolsa para darle a sus amigos. ¿cuántas bolsas puede hacer? alicia tiene 12 muñecas. su hermana carolina tiene 9. ¿cuántas muñecas más tiene alicia que carolina? reflexiones sobre lenguaje, cultura y equidad en la enseñanza de matemáticas musanti, celedón & marshall no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 66 referencias allexsaht-snider, m. & hart, l. e. (2001). “mathematics for all”: how do we get there? theory into practice, 40(2), 93-101. boaler, j. (2008). creating mathematical futures through an equitable teaching approach: the case of railside school. teachers college record, 110(3), 608-645. carpenter, t., fennema, e., franke, m., levi, l., & empson, s. (1999). children’s mathematics: cognitively guided instruction. portsmouth, nh: heinemann. celedón-pattichis, s. 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(1998). basics of qualitative research. techniques and procedures for developing grounded theory (second ed.). thousand oaks, ca: sage. thomas, w. p., & collier, v. p. (2002). a national study of school effectiveness for language minority students’ long-term academic achievement. santa cruz, ca: center for research on education, diversity and excellence, university of california-santa cruz. http://repositories.cdlib.org/crede/finalrpts/1_1_final/ turner, e., celedón-pattichis, s., & marshall, m. a. (2008). cultural and linguistic resources to promote problem solving and mathematical discourse among hispanic kindergarten students. en r. kitchen & e. silver (eds.), promoting high participation and success in mathematics by hispanic students: examining opportunities and probing promising practices [a research monograph of todos: mathematics for all], no 1, 19-42. washington d.c.: national education association press. turner, e., & celedón-pattichis, s. (2011). mathematical problem solving among latina/o kindergartners: an analysis of opportunities to learn. journal of latinos and education, 10(2), 1-24. wenger, e. (1998). communities of practice: learning, meaning, and identity. new york: cambridge university press. willey, c. (2010). teachers developing mathematics discourse communities with latinas/os. in p. brosnan, d. erchick & l. flevares (eds.), proceedings of the 32nd annual meeting of the north american chapter of the international group for the psychology of mathematics education (pp. 530-538). columbus, oh: the ohio state university. zwiers, j. (2008). building academic language. essential practices for content classrooms. san francisco, ca: jossey-bass. reflexiones sobre lenguaje, cultura y equidad en la enseñanza de matemáticas musanti, celedón & marshall no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) 70 agradecimientos esta investigación fue cofinanciada por la fundación nacional de ciencias (nacional science foundation) subsidio no. esi-0424983 – center for the mathematics education of latinos/as (cemela). las opiniones, resultados, y conclusiones o recomendaciones expresadas en este material son de los autores y no reflejan necesariamente la visión de la fundación nacional de ciencias (estados unidos). las autoras están en deuda con las maestras y estudiantes quiénes tan generosamente abrieron las puertas de sus aulas y sus vidas, compartiéndolas con las investigadoras durante la duración del proyecto. authors * sandra i. musanti has a ph.d. in philosophy from the university of new mexico. she was a postdoctoral fellow at the center for the mathematics education of latinos/as (cemela) and a consultant for the argentinean ministry of education and a visiting professor at universidad nacional de san martin, buenos aires, argentina. she is currently an assistant professor in the department of language, literacy and intercultural studies at university of texas, brownsville. her research interests include teacher education, teacher development and collaboration, and bilingual education. email: sandra.musanti@utb.edu * sylvia celedón-pattichis has a ph. d. in bilingual and mathematics education from university of texas at austin. she is currently an associate professor at the university of new mexico in the department of language, literacy, and sociocultural studies, as well as, co-principal investigator of the center for the mathematics education of latinos/ as (cemela). her research interests include linguistic and cultural influences on the teaching and learning of mathematics with latina/o students learning english as a second language. email: sceledon@unm.edu * mary e. marshall is an instructional mathematics coach with the albuquerque public schools system. she was previously a doctoral fellow of the center for the mathematics education of latinos/as (cemela). email: mary.m1210@gmail.com reflexiones sobre lenguaje, cultura y equidad en la enseñanza de matemáticas no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) no. 6 (nov. 2012) editorial dr. carlo granados-beltrán academic vice chancellor única w elcome to this new issue of gist journal! while the pandemic caused by covid-19 is modifying its features and the world is slowly moving into a new ‘normal’, many educators are still questioning themselves about the effects of this worldwide crisis and what we could learn so that we could enter a post-pandemic era. some of the contributions for this edition reports results from studies about the impact covid-19 has caused in different contexts. takkaç-tulgar aimed to study the influence of transactional distance on the motivation of efl students in the context of an imaginary city threatened by the destructive effects of covid-19. also, ypsilanti and karras developed a narrative study based on non-fictional creative stories written in english about the experiences during the first lockdown in greece. another contribution by ibrahem explored students’ perceptions about distance learning and the applicability of the social constructivist approach in the midst of the pandemic caused by covid-19. another interest present in this issue are related to efl teachers. in this line, we find the article by megistu about ethiopian efl teachers’ stress and its causes as well as the strategies teachers use to cope with that stress. kaya and kurucuk, on their part, analyzed the reasons why preservice teachers decided to pursue a degree in education. pronunciation in english is also a topic explored in this edition. alimorab and adib studied pronunciation anxiety and the motivation in the will to communicate for iranian students. also silva, from colombia, did a linguistic analysis comparing the english and spanish phonological systems, which has didactic implications in order to help students of these languages. finally, khan’s article studied the perceptions of teachers and their real practice about the quality of teaching in secondary schools in pakistan. we encourage elt scholars in colombia and abroad to continue strengthening this community of knowledge by sharing their research and reflections through publication. happy holidays! gist ii semestre 2016 21122016.indd 131 cultural collision: the interference of first language cultural identity on pragmatic competence of the target language1 colisión cultural: la interferencia de la identidad cultural lingüística de la lengua materna en la competencia pragmática en la lengua meta yi-fen cecilia liu2* la universidad de ciencias aplicadas y ambientales (u.d.c.a), colombia abstract this reflective study explores a different perspective of intercultural communicative competency (icc) by focusing on the speech acts that nonnative speakers of spanish from diverse linguistic and cultural backgrounds find difficult to perform competently in various contexts in colombia. this article covers a qualitative case study using interpretative phenomenological analysis to describe these foreign learners’ experiences. it aims to understand the role of their first language, culture, and identity in their use of spanish and intercultural communication. the data was collected through interviews and reflection notes. the findings demonstrate the interaction and negotiation between the pragmatic knowledge embedded in participants’ mother tongue and the target language as they encountered contradictions of their native cultural identity and that of the target culture. keywords: language, culture, cultural identity, pragmatic competence, intercultural communication. 1 received: june 14, 2016 / accepted: october 6, 2016 2 yliu@udca.edu.co gist education and learning research journal. issn 1692-5777. no.13. (july december) 2016. pp. 131-147. evidence of intercultural competence no. 13 (july december 2016) no. 13 (july december 2016) 132 resumen este artículo de tipo reflexivo explora una perspectiva diferente de la competencia comunicativa intercultural (cci) al enfocarse en cómo algunos actos del habla del español hablado en colombia se les dificulta a hablantes no nativos provenientes de diversas procedencias lingüísticas y culturales en varios contextos en colombia. este articulo describe un estudio de caso cualitativo el cual utiliza el análisis fenomenológico interpretativo para describir las experiencias de estos aprendices extranjeros. además, tiene como propósito entender el rol de su lengua nativa, cultural e identidad al utilizar el español y la comunicación intercultural. los datos fueron recolectados a través de entrevistas y notas de reflexión. los resultados demuestran que la interacción y negociación entre el conocimiento pragmático innato a la lengua nativa de los participantes y la del español son contradictorias de su propia identidad cultural y la del uso de la cultura objetivo. palabras clave: lengua y cultura, la identidad cultural, competencia pragmática, comunicación intercultural resumo este artigo de tipo reflexivo explora uma perspectiva diferente da competência comunicativa intercultural (cci) ao enfocar-se em como alguns atos da fala do espanhol falado na colômbia se causa dificuldade aos falantes não nativos provenientes de diversas procedências linguísticas e culturais em vários contextos na colômbia. este artigo descreve um estudo de caso qualitativo, o qual utiliza a análise fenomenológica interpretativa para descrever as experiências destes aprendizes estrangeiros. além do mais, tem como propósito entender o papel da sua língua nativa, cultural e identidade ao utilizar o espanhol e a comunicação intercultural. os dados foram coletados através de entrevistas e notas de reflexão. os resultados demonstram que a interação e negociação entre o conhecimento pragmático inato à língua nativa dos participantes e a do espanhol são contraditórias da sua própria identidade cultural e a do uso da cultura objetivo. palavras chave: língua e cultura, a identidade cultural, competência pragmática, comunicação intercultural the interference of first language liu no. 13 (july december 2016) no. 13 (july december 2016) 133 introduction colombia is developing rapidly and is on the path to globalization and cosmopolitanism. the increasing economic and commercial demands as well as political ties with other nations have created new communicative opportunities. as a result, more foreigners are living and working in colombia and more colombians than ever before have direct or indirect contact with people from diverse language and cultural backgrounds in and outside of the country. this phenomenon has produced new challenges for language educators in colombia to optimize the development of intercultural competence and foster linguistically and culturally double-directional learners, who have a sound understanding of both their native and the target cultures and are able to communicate across language-culture differences. the study was conducted in colombia with three non-native spanish speakers (nnss) from different linguistic and cultural backgrounds. the research questions that guided this study were: 1. what speech acts in spanish do the participants find difficult to use competently in their daily intercultural interaction in colombia? 2. how does the home culture identity of these nnss participants influence their pragmatic competence development in the use of spanish in colombia? literature review the reviewed literature for this study focuses on the awareness of cultural differences to explore how first language culture identity interacts with the pragmatic development of the target language, and aspects of pragmatic failure in cross-cultural communication. fundamental relationship between native and target language cultures language and culture are two sides of the same coin which allow us to gain membership in a particular society or community. however, we rarely contemplate the function of our native language system, or the role and impact of the phrases and expressions that we use on a daily basis until we encounter and communicate with people from different linguistic and cultural backgrounds that have different belief systems and social norms. these shared interactions are what make cultures dynamic and never permanently fixed as they are created, recreated and interconnected (gudykunst, 1983). culture is defined as the nonthe interference of first language liu no. 13 (july december 2016) no. 13 (july december 2016) 134 biological part of life; it may be fundamental but not innate because culture is a socially constructed human creation (berger & luckman, 1967; freire, 1970; jandt, 2001). hence, cultures have their own internal coherence, logic and validity within a social system (paige, 1993). agar (1994) proposes the theory that learning a target language culture is driven by rich point. this occurs when we realize that a culture is different from ours, and we are faced with certain behaviors which we do not understand. the largest rich point is total incomprehension due to huge differences between the source language culture and the target language-culture; it is also the point in which culture shock occurs. differing societal aspects such as values, behavior, and attitudes are embedded in languages; therefore, one’s mother tongue influences the speaker’s worldview and is an important source in understanding thoughts, behavioral, and cognitive learning processes (house, 2007). the role of first language culture identity in l2 pragmatic development norton (2013) suggests that language learning is an investment in a learner’s own identity. in the process of acquiring an additional language, learners’ past and current sense of self encounter and transform each other (bhabha, 1994; hall, 1996; papastergiadis, 2000). block (2007) explains further the link between sla and one’s sense of identity “when individuals immerse themselves in new sociocultural environments, they find that their sense of identity is destabilized and that they enter a period of struggle to reach a balance” (p. 864). since identity is constituted by the social environment, it is constantly changing across time and space. hence, individuals have the possibility of taking up a range of social identities available to them in the ‘cultural supermarket’ (mathews, 2000). in order to establish the link between l1 and the target language culture, one needs to put their own native culture in relation to the foreign language culture (kramsch, 1993). schumann (1978) points out that social distance can either promote or hinder second language acquisition depending on the degree of proximity between the l2 learners and the tl communities. his view is further supported by fantini’s (2009) statement that one’s native tongue facilitates thoughts and communication within one’s native culture. on the other hand, it can also become the biggest hindrance in understanding another global perspective because it prevents one from, “grasping possibilities inherent and encoded in other systems” (p. 265). hence, the greater the linguistic, social and cultural distance between learners’ l1 and the the interference of first language liu no. 13 (july december 2016) no. 13 (july december 2016) 135 target language, the more difficult it may be for learners to overcome the contradictory nature to bridge the cultural disparities. bransford, brown, and cocking (2000) states “all new learning involves transfer based on previous learning.” (p. 53). this could also explain why the initial learning of l1 will impact the learning of l2. previous crosscultural pragmatic research also mentioned that l2 or l3 learners tend to transfer their native pragmatic knowledge when they use the target language. when learners apply their knowledge of one language to another language, the l1 interference can result in a positive or negative transfer. when the relevant unit or structure of both languages are the same, linguistic interference can result in correct language production. on the contrary, when the linguistic and cultural distance between the home and the target language is large, the interference is often a negative one. chiswick & miller (2005) developed a quantitative measure of the distance between english and other languages based on the difficulty americans have learning other languages. the lower the scores on a standardized proficiency test, the greater the distance is between these languages and english. the score for mandarin is 1.5, which is lower than that of spanish at 2.25. the results demonstrate that when other determinants of language proficiency are the same, the greater the measure of linguistic distance, the poorer is the respondent’s language proficiency. apparently, mandarin is more difficult to learn than spanish for english speakers due to the greater linguistic distance. hence, spanish would be more difficult to learn for mandarin speakers than english speakers. pragmatic failure in cross-cultural communication schumann (1987) discusses in his sla acculturation model that the degree of which learners orient themselves to the target language culture would determine the extent to which leaners acquire the second language. a speaker’s linguistic competence is composed of grammatical competence and pragmatic competence. thomas (1983) terms pragmatic failure as an area of ‘cross-cultural communication breakdown.’ she further states that pragmatic failure results from the hearer’s inability to infer the force of the speaker’s utterance due to the fact that the speaker and the listener do not share the same values, behavior norms, or world views. as a result, the hearer might perceive the force of the speaker’s utterances to be stronger or weaker than the speaker intended. a message may be interpreted to carry a different meaning than was intended when it is encoded by a person in one culture and decoded by a person from another cultural background (samovar & porter, cited in jandt, 2001) the interference of first language liu no. 13 (july december 2016) no. 13 (july december 2016) 136 in addition, fantini (2009) pointed out learners were most surprised and disappointed when they found out that there is no equivalence in the target language for some frequently used phrases in their l1. he argues that speech acts consist of language, behaviors, and interactional strategies, three essential components for intercultural communication. therefore, inappropriate transference of speech act strategies from l1 to l2 can cause pragma-linguistic failure. moreover, when the target language has a wider range of connotations of certain speech acts than the mother language, pragmatic overgeneralization is likely to occur. after all, various elements that are taken for granted in a certain culture do not match the elements of another culture. being an intercultural speaker is not just merely a code-switching task; it involves learning new ways of thinking, new behaviors and interactional styles, as well as integration of one’s home cultural identity and the target language identity. methodology research design this study used a qualitative phenomenology research model as the most appropriate methodology to investigate the phenomena experienced by the participants. according to welman and kruger (1999), phenomenology provides a deep understanding of “social and psychological phenomena from the perspectives of people involved” (p.189). the following illustration demonstrates the phenomenology research procedures described by moustakas (1994). figure 1. procedures for conducting phenomenological research the interference of first language liu no. 13 (july december 2016) no. 13 (july december 2016) 137 participants prior to the commencement of the study, the participant information statement and participant consent forms were distributed to a university language centre, where there were seven foreign language teachers and assistants. this study was then conducted among those three nonnative spanish speakers who expressed interest and signed the consent forms, which indicated their clear understanding of the study. as this study required participants to describe their personal experiences and perceptions, participants were assured that any identifiable personal details would be kept in the strictest confidence. they were identified by pseudonyms, caroline, lilian and zi-ge: caroline is a 23-year-old female from america. she studied spanish as a subject for two years at university where she majored in journalism. at the time of the interview, she was working as an english language assistant at a private university in bogotá. during her one-year stay in colombia, she took spanish classes with a language exchange partner, who was studying to teach spanish as a foreign language. her spanish proficiency level was about b1 at the time of the interview. lilian is a 25-year-old female from the uk. she started learning spanish at university, where she majored in french & spanish. prior to coming to colombia, she worked as a language assistant in guadalajara, mexico for two years. at the time of interview, she just finished her oneyear contract as an english language assistant at a private university in bogotá. her spanish proficiency level was about c1 at the time of the interview. zi-ge is a 38-year-old female from china. she is married to a colombian man and is in an intercultural marriage. she works as a chinese teacher in a language centre of a private university. at the time of the interview, she had lived in colombia for four years and had taken spanish classes for two semesters in the beginning of her stay in colombia. her spanish proficiency level was about b1 at the time of the interview. data collection instruments in collecting the data, semi-structured in-depth phenomenological interviews were conducted, and supplemented by reflection notes written by the participants, which aim to gather the complexity by probing, detailing and clarifying issues. kvale (1996) describes the use of an interview as “a professional conversation which has a structure to gain access to the perception of the interviewee and has a purpose to the interference of first language liu no. 13 (july december 2016) no. 13 (july december 2016) 138 interpret the meaning of the described phenomena” (pp. 5-6). one month before the interview, each participant was informed about the purpose of the research to obtain their informed consent. in addition, they were asked to write reflective notes (memos) to help them contemplate the issues and difficulties they encountered in their daily use of spanish in colombian context. the reflection journals of the participants were written in english and chinese. in their mother tongue, they were able to express their deepest thoughts freely without any restrictions. the interviews were conducted in english with the american and british participants and in chinese with the chinese participant. data analysis and interpretation the participants’ responses to the open-ended interview questions were transcribed, translated (chinese => english) and analysed. the duration of each interview was about one hour, and contained the participants’ extensive responses. data reduction and transformation were required so that the data could be entered and displayed as a mixture of direct quotes and summary phrases. thematic analysis (riessman, 2008) was employed to provide an analysis according to the pre-established research questions to guide the study. themes emerged through a constant comparative method. the interpretation of the data incorporates both the findings and discussion. the following analysis addresses the first research question: what speech acts in spanish do the participants find difficult to use competently in their daily intercultural interaction in colombia? table 1. speech acts nnss have difficulty acquiring addressing / calling people greeting terms of endearment thanking responding to compliments apology parting ( leave-taking) three content categories emerged from the data analysis, which depict the three phases of pragmatic development that the participants the interference of first language liu no. 13 (july december 2016) no. 13 (july december 2016) 139 experienced in the process of acquiring pragmatic competence in the use of target language. the table below depicts findings relevant to the second research question: how does the home culture identity of these nnss participants influence their pragmatic competence development in the use of spanish in colombia? table 2. target language pragmatic development phases influenced by home cultural identity bewilderment with the target culture norms collision between native and target language cultures finding the third places results this study provided participants a valid opportunity to revisit their own selves in their process of self-re-definition and express their own voice in a non-threatening space. data analysis provided examples of reflections and narratives to elaborate on the participants’ lived experiences of first language, culture, and identity in relation to target language pragmatic competence. with the two research questions as the established objectives, the results are divided in the following three themes generated through the data analysis. bewilderment with the target culture norms in colombia, these participants are faced with certain behaviors which they do not understand. as outsiders, they realized that they are confronted by surprises and departures from their expectations that signal a difference between their natal-culture and colombian culture. they are the moments of incomprehension, when they suddenly did not know how to react in the situation. extract 1: here people use skin color as nicknames like negrito/negrita. i’m often called morenita here. that would never happen in the states, as it is considered politically incorrect to call a black person ‘nigger.’ it’s very offensive to call someone by their skin color, it’s like making a racist comment. but later on i figured out those names don’t express racial discrimination. on the contrary, it’s a friendly way to address people you know well. (caroline, interview, oct 7, 2013)3 extract 2: one day i was driving to work. it was rush hour and the car in front of me was going very slow, so i over took the car. the driver in that 3 negrito o negrita (lit. blackie, used for both males and females) the interference of first language liu no. 13 (july december 2016) no. 13 (july december 2016) 140 car got really upset, so he speeded up and cut in front of me. he got off the car and walked towards me. as i rolled down the window, he said: “amor, no haga eso en horas pico”. i nearly burst into laughter and i didn’t know how to react. it seems that the driver came over for a quarrel, but it sounded as if he was flirting with me by calling me amor. (zi-ge, reflection, may5, 2013) 4 extract 3: my husband often calls other females corazon, mija or preciosa. i feel uncomfortable about it because it sounds too intimate. but later he explained to me the purpose of using terms of endearment is to show friendliness and to make people feel good. it also serves as an ice breaker and it helps shorten the distance when you talk to strangers. (zi-ge, reflection, may 5, 2013)5 the above extracts demonstrated that these participants from other linguistic and cultural backgrounds perceived the force of terms of endearment and certain speech acts in spanish of addressing people to be stronger than the speaker intended as they do not share the same system of knowledge or beliefs. it coincided with the explanation of pragmatic failure (thomas, 1983; samovar & porte, 1997; jandt, 2001) caused by inappropriate transference of speech act strategies from l1 to l2. collision between native and target language cultures the following examples showed that these participants felt uncomfortable or awkward using certain culturally-loaded words and idioms for which they can hardly find their equivalents in their mother tongue due to the fact that some notions and connotations embedded in the expressions clash with their first language identity and culture. extract 1: i kind of like it, but for me it’s over the top calling people mi reina, mi princesa! i also like my neighbors calling me vecina, but i don’t really use it because it’s not part of my culture. people in the states do say darling or sweetie pie, but generally they are kind of more country or older, not my generation. a shop owner nearby my place always greets me by saying “buenos dias! mi reina!,” “good morning! my queen! “no one in the states would ever say that!! and i also found female friends 4 mi amor, no haga eso en horas pico (lit: my love, don’t do that during rush hour), my love is closer in meaning here to dear or darling. amor: (lit. love), but closer in meaning to dear or darling 5 corazón, mija o preciosa. (lit. heart, my daughter, and precious) mija is an abbreviation of the words mi hija (lit. my daughter. also used for mi hijo: my son) the interference of first language liu no. 13 (july december 2016) no. 13 (july december 2016) 141 here tend to say to me “me encanta verte” a lot! those expressions are over the top for me! (caroline, interview, sept 30, 2013). 6 extract 2: o in the states, we say “i’m sorry” when offering apologies, but here it’s like people don’t want to admit it’s their fault, so they say “qué pena!” a lot more often than “lo siento”. in my culture, if you sincerely offer your apologies for your wrong doing you’d say “i’m really sorry” not “what a pity”. “what a shame this happened to you!” i always say “disculpe” or “perdon” in public transportation when trying to get off /on the bus/transmillenio; and that makes me a ‘foreigner” cause no one else says anything. they just push you out of the way. i say sorry a lot; i feel that our culture says sorry a lot, but i don’t think they do here. (lilian, interview, may 12, 2013)7 extract 3: once i complimented a friend’s jacket. i said it looks really stylish and made with top-notch material. she replied “a la orden”. maybe i misinterpreted the expression, then i asked her whether i can borrow it on christmas day, she said “no”! i still don’t quite understand why people say “a la orden” when they don’t really mean it! for me it’s hypocritical for people to say things when they don’t mean it. in chinese, we have a saying that goes “when words are once out your mouth, even four quick horses cannot chase them back”, which literally means that one has to keep his/her words. at first, i thought colombian people are hypocritical, they don’t always mean what they say, but then i realized that they say “a la orden” out of courtesy, and it can’t be taken seriously! (zi-ge, reflection, may 6, 2013).8 the above examples revealed that the collisions are caused by the fact that these participants cannot relate to or identify with the pragmatics encoded in those speech acts, which are in equivalent or even contradictory to their first language. the finding demonstrates that the learners’ home cultural identity does not facilitate, but impedes the learners from achieving pragmatic competence in the target language. the result supports the argument (kramsch, 1993; fantini, 2009; schumann, 1978) that the learners’ native cultural based values, attitudes, and behaviors can be an obstacle to effective communication in the target context depending on the degree of social distance between the l2 learners and the tl communities. the linguistic and cultural distance between chinese and spanish is far greater than english and spanish, thus; the chinese participant zi-ge seemed to encounter more 6 mi reina, mi princesa (lit. my queen, my princess), vecina (lit. neighbor),!buenos dias! mi reina: (lit. good morning, my queen!) me encanta verte. (lit. i love seeing you, but closer in meaning to im so glad to see you. 7 que pena (´lit. what a shame) disculpe: excuse me perdón: (lit. forgiveness), but closer in meaning to i’m sorry transmilenio: bogotá’s mass transit system 8 a la orden: (lit. at your command, or at your service) the interference of first language liu no. 13 (july december 2016) no. 13 (july december 2016) 142 conflicts and experience greater difficulty than the other two english speaking participants in overcoming the discrepancy between the native linguaculture and the target one, which was reflected in her interview statements and her reflective memos. finding the third place the notion of the third place refers to the point of intercultural encounter, where interlocutors from different linguistic and cultural backgrounds communicate and interact successfully (liddicoat & lo bianco, 1999). they further point out, “the ability to find this third place is at the core of intercultural competence” (p.15). the following excerpts demonstrate that these participants were in the process of negotiating comfortable third places between the self and the other, finding the middle ground between the home and the target culture. extract 1: i think it’s very rude to call people according to their physical appearance such as gordita or flaca. i’m aware that gordita is normally for children. but i´m skinny, so my colombian friends nickname me flaca. i didn’t like it at first, then i realized that it’s a jokey and friendly way to call your close friends, so i started to take it light heartedly. (lilian, interview, may 12, 2013).9 extract 2: when people say nice things like “que estés bien”, it makes you feel liked. it’s nice to hear even though they say it to everybody. or “que le vaya muy bien”. phrases like those are really nice to hear, but in the united states, we don’t really do it in english. but here, every time i say goodbye to somebody here, they always say ¨ que estés bien¨. you do kind of think oh ….. that’s so sweet, thanks! (lilian, interview, may 12, 2013)10 extract 3: it took me more than a year to start saying “eres muy amable” every time after saying “gracias”. i didn’t understand why i had to praise people “it’s very kind of you” for doing their jobs. from chinese culture’s perspective, we expect people to perform well at work, to do a good job. it’s very strange for me having to pay compliment to people for getting their jobs done. i mean they’re paid to do it, aren’t they? however, here in colombia it seems you have to say “eres muy amable” after saying “thank you”, otherwise, people might think that you’re not polite. later, my husband explained to me that you can get your job done with a friendly attitude or an unpleasantly attitude, so we colombians praise people for doing their jobs with a positive and service-oriented 9 gordita: (lit. fattie), but closer in meaning to chubby, flaca: (lit. bony, skinny) 10 que estés bien (lit. be ok), but closer in meaning to i wish that you are well, que le vaya muy bien (lit. may everything go well), but closer in meaning to i wish that you do well. the interference of first language liu no. 13 (july december 2016) no. 13 (july december 2016) 143 attitude. i started to think it makes sense, after accepting their point of view, i feel more comfortable using this phrase. (zi-ge, reflection, may 5, 2013)11 the above excerpts illustrated that when using the target language or living in a new cultural community, the l2 learner’s world views and perceptions towards the others might change after gaining new pragmatic knowledge. the finding supports the notion that culture is dynamic and subject to change (block, 2007; zu & kong, 2009). the awareness of the differences between cultures provide the learners opportunities to adjust themselves to the “new” situations and to empathize with the target language community. these participants were able to appreciate and relate to the social world of the target language even though it took them some time to understand and accept the values and beliefs embedded in the target language system, which is very different from their natal social world. conclusions as indicated, the aim of this study was to explore the speech acts in spanish that non-native participants found difficult to use properly in their daily interaction in colombia, the impact of their first language culture identity on this and their subsequent adjustments to achieve pragmatic competence in the target language. the findings of the study reveal that these participants are constantly trying to build and rebuild their target language identity whenever they use the target language. they felt a strong conflict between the attitudes, beliefs and social norms of the home langua-culture and the target one. the results also showed that these participants found themselves struggling to perform some speech acts competently in various contexts because the notions and connotations embedded in the expressions clash with their first language identity and culture. as their spanish progresses, they constantly attempted to establish a connection with the target social community by trying to make sense of the meaning and purpose behind certain speech acts and to reestablish their cultural identity in the communication with their spanish speaking interlocutor in social contexts in colombia. the process of becoming a more effective speaker of the target language, involves mediating one’s own home culture-based values and worldview with the target culture 11 eres muy amable (lit. you are very kind) gracias: thank you the interference of first language liu no. 13 (july december 2016) no. 13 (july december 2016) 144 ones. as a consequence, the respondents had a sense of insecurity, discomfort, and lack of confidence when speaking the target language. the findings revealed that it is not always necessary for language competency to maintain links between l1 and l2 in order to properly use and understand specific terms. these participants of different spanish levels all encountered difficulty in understanding and using specific terms in spanish at some point due to the interference of their first cultural identity. not all of them managed to find third places for all the contradictions between their native languaculture and the target one. they rejected certain notions imbedded in the target language and accepted others. even though they came to an understanding and acceptance of certain spanish speech acts after a longer period of staying in colombia, they still would not use them in their daily interaction because they do not have the habit of doing so in their home contexts. the findings of this study offer some implications for teaching practices and future research in colombian context. due to the nature of a qualitative case study, the present study recruited a small number of participants to gain deeper insight. further useful research could expand the sample size and investigate further on the issues that learners of spanish as a foreign language encountered both linguistically and pragmatically in relation to linguistic and cultural distance between their native tongue and the target one. hence, more constructive suggestions can be provided towards helping foreign leaners achieve intercultural communication competence in colombian contexts. galvis (2011) pointed out that the pre-service teachers surveyed in his study found intercultural communication interesting, but yet not applicable in their teaching context in the public school sector due to the lack of meaningful encounters with foreign language speakers from different linguistic and cultural backgrounds, even though the ideology of intercultural communicative competence was promoted at the theoretical level in teacher’s training at university. however, since 2015 the colombian national ministry of education and el servicio nacional de aprendizaje (sena) have partnered with heart of change, atlas corps and volunteers colombia to develop and implement the english teaching fellowship programs (etf), which have brought hundreds of foreign professionals to colombia to help provide quality english education to thousands of public school students and english teachers throughout the country. with the increase of exposure to authentic intercultural interaction opportunities, the impact and effects of these bilingual programs have on the development of intercultural communication competence can be examined and explored in the near future. the interference of first language liu no. 13 (july december 2016) no. 13 (july december 2016) 145 learning is a reciprocal process in foreign language classrooms where both teachers and students learn from each other to expand linguistic and cultural knowledge. no text book or materials can provide the sufficient cultural knowledge required for second or foreign language users to conduct their linguistic behavior competently and appropriately in cross-cultural situations. hence, foreign language teachers play an important role in orienting the target language learners to their home culture and vice versa. if foreign language teachers have better awareness and understanding of their students’ natal culture, they will be able to better help students overcome the cultural disparities that prevent them from using the target language competently in varied contexts. in addition, it is essential to incorporate pragmatics knowledge in the foreign language curriculum and instruction to make the foreign culture less threatening and more accessible to the language learner. by fostering foreign language user’s target language pragmatics competence, they will be better able to establish the proper linkage between their first languaculture and the target one. this will in turn reduce learning conflicts and allow them to use the target language properly with confidence in various contexts. the interference of first language liu no. 13 (july december 2016) no. 13 (july december 2016) 146 references agar, m. 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(2009). a study on the approaches to culture introduction in english textbooks. english language teaching, 2(1), 112. author *cecilia liu received her masters of education (tesol) from the university of sydney. she has taught english and chinese in taiwan, england, australia and colombia for 15 years. currently she teaches undergraduate virtual english courses at the university of applied and environmental sciences (udca). her research interests include intercultural communication, cross-cultural pragmatics, identity in foreign language learning and teaching, and world englishes. the interference of first language liu no. 13 (july december 2016) no. 13 (july december 2016) gist noviembre 2008final(segundas correcciones).p65 > critical literacy for monolinguals and bilinguals-in-the-making ��*��� ��/����������/� !'�$�� $ ,-�� ������ ������� �7 p;r ,� ����� a-6 ��� � ��� ��' ��� �� %��������� �-�� �� �%��� �� �� ��d������ � � ���� ������� ' � � ��� ���� �������� ��� ���6 �%%����� ���' p 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