Ramzi Nasser, Ed.D.
Kamal Abouchedid, Ph.D.
Presented at "Towards the Global University II: Redefining Excellence
in the Third Millennium" International Conference & Exhibition,
April 16-20, 2000, Cape Town, South Africa.
Abstract
| Cross-cultural educational research
in the United States or Britain has used measures derived
from psychological constructs established in Western epistemology
in order to make generalizations about the psychosocial
behavior of the Western indigenous world. Despite the proliferation
of literature on research methods in education, there is
a distinct paucity in the literature and academic association
agendas in the approach to research from an Arab indigenous
context. This paper aims to establish an epistemological
research model which fits in well with the ontology of the
Arab World as well as with the social and cultural realities
of the Arabs. Our proposed model adopts a positivist/naturalist
epistemological continuum which aims to aid Arab educational
researchers en route to overcoming research constraints
in the Arab context. The study further proposes a workable
research model upon which researchers on Arab World affairs
can base their research methods and methodologies, particularly
when dealing with educational issues. |
Introduction
There is a distinct paucity of research into the use of research
methods corresponding to the social, political, and cultural characteristic
features of the Arab World. Also, there is a scantiness of research
models capable of dealing with the numerous fieldwork limitations
faced by Arab researchers. The possibility of devising educational
strategies that integrate Arab culture in all its diversity into
a rooted indigenous program rests, partly at least, upon the shaping
of a workable research model that springs from the analysis of
realities that prevail on the ground. The objective of this paper
is twofold: (i) to evaluate the pertinence of cross-cultural research
to the Arab context; (ii) to propose an educational research model
that arises from and corresponds to the indigenous cultural realities.
The picture presented draws on reviews of theoretical literature
as well as on the researchers' personal experiences in conducting
fieldwork research in Lebanon.
1. The Nature and Limitations of Research in the Arab
World
The last few decades witnessed a proliferation of researches
into Arab educational systems, often focusing on education policies
and practices, teacher training, curriculum design and evaluation.
Despite their abundance, however, the methodology they pursued
was incongruent with the social, political, and cultural realities
of the native Arab. Today, in the Arab World, research is challenged
by numerous limitations including, among other things, social
and political resistance to disclosing information, lack of opinion
formation, inaccessibility to important population elements, demographic
dislocation, and poor urban and rural mapping. Moreover, given
the war conditions in many Arab countries (e.g., Lebanon, Sudan,
and Iraq) the collection of data is even more difficult than it
is in other Arab countries. These obstacles render the administration
of field studies technically difficult to implement, and palpably
hazardous to Arab researchers (Khashan, 1992). From another perspective,
educational researchers in the Arab World tend to employ Western
epistemologies and cross-cultural research models incongruent
with Arab realities. Perhaps, to overcome these limitations one
needs to approach research in the Arab World from the context
of the native Arab. In so doing, a review of the main epistemological
assumptions connected with educational research in general will
be provided, the rationale of which is to prepare the ground for
further discussions on the appropriate use of research methodologies
and suitable operational fieldwork measures needed for understanding
educational issues in Arab contexts.
2. The Framework of Cross-cultural Research
A framework for cross-cultural work suggests the emic and etic
conceptions of research. The emic approach uses concepts that
emerge from within the particular culture as units used for investigation
where as the etic perspective evaluates the phenomena external
to the culture with the purpose of identifying and comparing similar
phenomena cross-culturally. It could be that tribal affiliation
among Southern Arabs completely differs from that of sedentary
tribes in the Indian subcontinent. The differences of the phenomena
are isolated and pinned through the tools of observation that
both cultures use. Any alteration in the measurement or technique
of the target culture will have to be reflected in the source.
Triandis (1989) warns against the use of what is called "pseudoetic"
research which involves the capsulation of cultural forms and
content of research through methods and anthropological tool kits
of a completely differentiated source culture. Direct use of techniques
or anthropological methods that are mediated by source culture
do not ensure the preservation of constructs as conceptualized
in the source and if such construct in the target culture could
exist they would be susceptible to change by cross-cultural comparisons.
In the above paragraph, we used the words source and target culture
as they are often misconceived in that the source is made in reference
to "us". As Western social scientists attempt to write about cross-cultural
types of research, the word native is also charted as to refer
to the subject or individual in the target culture. Because of
this asymmetry in conception one will rarely come across readings
of cross-cultural research that identify the Western as being
the target unit of measure and the source of a non-Western unit.
While conditions for comparative research are carried out by ethnocentric
approaches to research, the deeper colonialist biases on the natives
are rarely acknowledged but the methods employed often reveal
the impositions of Western constructs on local research. As much
as comparative cross-cultural or comparative research is used
to compare certain attributes or characteristics of a certain
system, it misses the fundamental comparative method that is used.
Further, do comparative approaches offer solutions to research
problems in the Developing World? Are they mere comparisons of
systems, which often value one system over another, or mere description
and categorization of particular situations?
In order to answer the above questions we provide a perspective
of what is cross-cultural research. Most cross-cultural types
of research have been carried out by Western epistemologies rooted
in the Western Hellenic cultures and steeped in largely secular,
democratic, and industrial societies. The setting and context
of society have helped the West to develop its technological edge
that overlooked sensitive issues of race, ethnicity, or nationality
and held the ideal model of human science as the way to study
characteristics and phenomena in cross-cultural experience. Historically,
research has developed from earlier work with identification and
description to the more complex endeavor to explain and predict
behaviors. However, the work has not been easy because of existing
societal differences between different countries that lead to
different intentions, pretensions, or even judgments from one
culture to another. For instance, as Palestinians may see their
homeland plundered and occupied by Israelis, Israelis, in turn,
may see the Palestinians coveting "their" Biblically claimed homeland.
Thus, different histories of different cultures often draw different
pictures for research to contour or follow through. Research as
a science whether cross-culture or within culture is couched with
value judgment and is not free of biases that often spring from
heritage and the rigidities of scientific expeditions.
Undoubtedly, the field of cross-cultural studies contains considerable
potential in understanding institutional and other cultural changes
for the arena of interdisciplinary collaboration. Research across
nations, however, faces substantial challenges. These challenges
impose difficulties on local researchers since concepts are often
derived from the perspective of the "other". If cross-cultural
researchers attempt to study structures within a society they
draw it upon many disciplines in which the social context is made
up of several overlapping sectors whether it is in the economy,
in the ideology, or in the socio-behavioral structure. These discourses
could be objectively measured by their production and consumption
and this is probably more noted in the West. Cross-cultural studies
are difficult for the Third World researchers or educators because
they stand as emulators who follow certain methodological recipes
often written for the taste and flavor of the "other." This
comparative disadvantage offers little for researchers who may
want to study their own cultural and social realities.
Is there a convergence of research methodologies of two distinct
cultures? We know that in science in general one is tied to theoretical
and measurable ways of research. In the social sciences, however,
one can get away from countable and measurable things especially
when one attempts to do an idiotic thing such as to measure feelings
or values and compare them cross-culturally. As social scientists
may believe that individual differences exist in every society
even in the most homogeneous ones, we could measure them and have
them also stand against some standards that one culture sets.
One could always compare the prevalent "school situation in country
(A) with the school situation in country (B)," and one could also
recognize that "gender differences in country (A) have different
connotations in country (B)." But here the concern rests with the variations
in cultural points which appear among researchers. We think that
comparative research should have partners and consensus on its
key issues to be studied although with its sheer concept and cultural
diversity. Alas, such a gap-bridging framework does not exist
among Western and Arab indigenous cultures.
Margaret Mead suggested a universal way to look at societies
in terms of their cooperativeness, degree of competitiveness,
and degree of individualism (cited in Cohen and Manion, 1994).
These dimensions can be studied and the relationship between them
can be pinned down. However, in many countries one dimension might
be strongly related to another, while in another country it might
be poorly related. For example, in the United States, the socio-demographic
variable of race appears to have a powerful predictive impact
on the political values of multi-racial or plural America. By
contrast, the independent measure of race cannot predict attitudinal
differences in Arab contexts since Arab countries are divided
along confessional lines rather than on racial ones. Furthermore,
some extraneous independent variables in one nation may alter
the variation of one of the dimensions (dependent variables) used
in a study in another country and could bombshell the whole cross-study
attempt. In effect, the independent measures of culture, ethnicity,
nation, and religious affiliation could alter the interaction
effects among the different constructs used in the study. In trying
out the effects within system relationship and introducing other
justifiable factors alternate the theoretical presumptions and
hypothesis. If this process is extenuated to exhaust all possibilities
of factors (which is impossible from a statistical standpoint),
this exercise is no more a case of cross-cultural study but a
research inquiry which is carried out by the side which incepted
it. In this context, the salient feature of cross-cultural comparison
lies in the development of research ideas that can be empirically
examined by cross-cultural standardized research methods. If we
look at an Arab tribe through the lens of a Western "periscope",
we think of it as an incomplete appreciation of the complexities
and characteristics of inter and intra tribal social dynamics.
The inclusion of Arab scholars as well as Indian or aboriginal
Australian researchers in an anthropological-sociological-psychological
team is useful for the augmentation of the validity and reliability
of cross-cultural comparisons since the team consists of actors
rather than observers who live the day to day concerns, peculiarities,
and complexities of tribal behavior. Ideally speaking, this can
be the case for a standard social research; however, ideals do
not necessarily lead to practice. The focus of any research practice
rests with the researcher who is supposed to offer us the research
model and to bring to light its multi-colored and multicultural
products (Murphy and Murphy, 1970). The development of any research
model cannot take place without theoretical enlightenment.
3. The Role of Theory
Cross-cultural research is difficult to conduct and the application
of similar methodologies in different systems is sometimes invalid
due to social and cultural differences. However, social scientist
may agree that the scientific approach is probably the most objective
method in the translation of ideas into observable and tested
theoretical properties. A good theory must suggest a new hypothesis
which can be tested through the use of certain operational field
measures (Christensen, 1997). The two fundamental structural foundations
of science are: (a) logic and (b) observation. The general paradigm
of the scientific method maps out the various research steps along
six levels of classification: observation, formulation of an idea,
hypothesis, testing, validating, and generalizing the findings
through feedback. The scientific method helps researchers to validate
the appropriateness of the logically expected results according
to what has been actually studied.
Certainly,
what people know is a matter of agreement and belief. Part of
dealing with the world around us rests with accepting that "things
work as they do". We certainly question the color of coffee that
we drink whether we are in Massachusetts or in Brazil. Thus, believing
in a construction is fundamental to knowledge. The basis of scientific
thinking suggests that one can know things through experience.
Is there a convergence of Western and Arab epistemologies resulting
from different ontological experiences? In fact, the consorting
effort by Hellenic- Western cultures centers on man's quest for
truth, religion, estates, science, and belief. Galileo shattered
the idealist-centered philosophy, which states that the universe
evolves around man, and the notion of solar system, galaxy, and
million of galaxies also shattered the individual-centered philosophy.
The major presuppositions of the scientific method in constructing
hypothesis, explanations, and formal theories make efforts in
the use of speculation. While Western science has achieved and
discovered many truths and dispelled many myths, the Islamic doctrine
which nourishes the behavioral structure of many Arab societies,
still objects to many Western beliefs which are nourished by the
fundamental foundations of the bounded theory of science. For
instance, as opposed to Jean Jacques Rousseau's belief in the
purity and goodness of the soul that is corrupted only by society
and civilization, Islamic teachings point to the duality of human
nature. According to the Qura'an, God created man from mud into
which He blew His spirit to bring life to it. Thus man is a two-dimensional
being; one dimension tends towards mud, lowliness, sedimentation,
and stagnation while the other aspires the loftiest imaginable point possible (Mehran, 1990). In addition, while Western philosophy
emphasizes economic, political, social, and biological determinism,
as evident in the works of John Locke and other Western behaviorists,
the Islamic doctrine emphasizes the power of the inner will in
human response to external stimuli and selection of appropriate
reactions. In the light of the existing cross-cultural value systems
is there a unified theory which reconciles cultural differences?
Comparative research attempts to look at the within systems factors
that effect the formation of a certain theory so that it can no
longer increase further proportion of observed variance explained
within each country (Noah, 1973). With the attempts to bring within
convergence in comparative research there are attempts also to
reduce the difference between systems to the extent that notions
of systems is phased out into a unified whole. In effect, the
comparative method is both convergent and comprehensive leading
to a unified theory. But the crud of the matter is appertaining
to the logic of methodology in systems, that research methodologies
offer. The traditional model of scientific research, moving from
theory to operation and then to observation is limited. This limitation
can be overcome by the grounded theory which provides change in
praxis from observation to theory, with little interest in theory
itself. Choosing an alternative research methodology such as the
comparable-case method suggests that the within-system comparison
is ideal because it approaches the comparable-case requirements
compatibly (Benjamin, 1977). Thus, broadening the understanding
of system variations leads to a greater tendency to construct
a theory which accounts for the conceptual categories of indigenous
people including their own meanings of the world. In the paragraph
which follows, we offer a theoretical analysis of the research
instruments that might help Arab researchers broaden their conceptual
categories as well as their research techniques options, without
necessarily tinkering with functional properties of Western epistemology.
4. The Theoretical Background of Research for 21st Century
in the Arab World
The presence of so many research approaches in social sciences
raises two fundamental questions: Are quantitative research methods
more accurate and reliable than qualitative ones? Is one-dimensional
analytical approach better than a multi-dimensional one? The difficulty
of researchers to answer these questions can be attributed to
the fact that the ontological nature in which an inquiry takes
place has its own particularistic social and demographic profiles.
Each piece of research is largely determined by the interplay
between its ontological and epistemological fibers.
In order to propose a research model for 21st century in Arab
World, it is important to
discuss the various shifting approaches in the social sciences
research methods in order to establish a theoretical framework
for the selection of the research instruments to be used by Arab
researchers, the rationale of which is based on the fact that
no scientific observation cannot proceed without a theory to direct
it (Comte cited in Cohen, 1968). A theory tells us what is real
and what is not, provides us with a sense of collective identity
as well it guides our actions (Skritic, 1991). In addition, "Philosophy
of science, and epistemology in general, are essential normative
fields, providing evaluations as well as descriptions of methods
for achieving knowledge" (Thagard 1988, p.113).
A theoretical distinction between methods and methodology is
helpful. Kaplan, Cohen, and Manion distinguish between methods
and methodology. On the one hand, methods can be defined as "a
range of approaches used in educational research to gather data
that are to be used as basis for inference and interpretation,
for explanation and prediction" (Cohen and Manion 1989, p.42).
Methodology, on the other, can be defined as the nature of inquiry
(Skritic, 1991) which aims to describe and analyze these methods,
by throwing light on their limitations and clarifying their presuppositions
and consequences (Kaplan cited in Cohen and Manion, 1989).
Broadly speaking, inquiry can be placed under three categories:
"Reasoning, experience, and research" (Singh 1993, p.76). Reasoning
is a basic tool for human quest for truth. It is divided into
two types: inductive and deductive. Deductive reasoning is rooted
in the Aristotelian concept of syllogistic reasoning. For example:
Planets orbit the sun. Earth is a planet. Therefore, earth orbits
the sun (Cohen and Manion, 1994). On the other hand, Francis,
Bacon (1561-1626) who insisted on proceeding inductively i.e.,
from the analysis of a number of individual stances to hypothesis
and eventually to a conclusion concerning the general case, founded
inductive reasoning. His basic assumption was that if one collected
data without any preconceived ideas regarding their significance
and orientation thus maintaining complete objectivity inherent
relationships pertaining to the general conclusion would emerge
through direct observation (Singh, 1993).
Traditionally, human beings in their attempt to explore the world
around them and explain the origins of certain mysterious phenomena
that puzzled them have primarily relied on wisdom, reasoning,
and observation. For example, why do we see lightening before
hearing thunder? The question why (wisdom), seeing (observation)
and hearing (perception) became the main aspects of human inquiry.
Wisdom is the most basic and primitive and most fundamental source
of knowledge. It is a personal experience Educational research
in the Arab World should be conceived out of personal experiences
shaped by observation and continuous exposure to many settings
that reflect the dimensions of Arab culture whether expressed
in schools, universities, and the work place. The early personal
experiences of the researchers were not adequate to provide satisfactory
answers to many of the questions that came across their mind because
human judgment based on common sense, sensory faculties, and personal
experience could not form a solid ground for inquiry.
Long ago Aristotle pointed out that the weakness of our sensory
apparatus lies in the fact that human senses are deceptive. There
is a tendency
among researchers to establish more capable and reliable means
of inquiry to tackle unanswered questions. This need encouraged
scientists to progress from their reliance on sensory instruments
in inquiry to more accurate ones as a substitute to the imperfection
of our senses. In this respect, Galileo developed two basic instruments
for knowledge; namely, "sensory experience and rigorous demonstration"
(Giulio 1965, p.51). Galileo's amalgamation of 'sensory experience'
with 'rigorous demonstration' of facts was based on a combination
of subjective and objective elements in knowledge which formulated
the touchstone of science (Skritic, 1991). Research, therefore,
can be defined as a combination of experience and reasoning (Mouly,
1987).
Both experience and reasoning attempt to uncover the laws of
nature and dispel the myths around them. Why x causes y? The terms
of cause and effect became the touchstone of the scientific method. Descartes and the Scholastics had considered
cause and effect as necessary conditions for human inquiry (Siu,
1957). Recently, the notions of
"cause" and "effect" became of limited use and scope in
the scientific realm. "A "cause" became a change in an independent
variable and an "effect" became a change in a dependent variable"
(Skinner 1961, p.23). Such a relation lies in the subject of scientific
experimentation.
Scientific experimentation is a vehicle for tracking down the
laws of nature as well as their causes and effects. Galileo was
the first to combine scientific experimentation with the use of
mathematical language to formulate the laws of nature he discovered
(Capra, 1982). His scientific means were never separated from
observation, measurement, and design (Giulio, 1965). Human inquiry,
which descends from experience, observation, to reasoning, was
instrumental in sience evolution. Both philosophy and physics
were at the center of human inquiry. For two and a half centuries
physicists have used a mechanistic view of the world to develop
and refine the conceptual framework known as classical physics.
They have based their ideas on the mathematical theories of Isaac
Newton, the philosopher Rene Descartes, and the scientific methodology
advocated by Francis Bacon, and developed them in accordance with
the general conception of reality prevalent during the seventeenth,
eighteenth and nineteen centuries. In the realm of philosophy,
the Aristotelian paradigm of organic change, which collapsed under
the weight of scientific discoveries of the Enlightenment, was
replaced by the Newtonian paradigm of mechanical change. As such,
the mechanistic view became "the foundation of the modern world:
for our cultural, social and political systems; for the natural
and social sciences; and for the professions" (Skritic 1991, p.6).
As a result of the Enlightenment era and the advent of classical
physics, the disciplines of psychology, sociology, economics and
other disciplines accepted the mechanistic and reductionist views
of Newtonian physics as the correct description of reality and
modeled their own theories accordingly.
Traditionally,
the paradigmatic underpinnings of the above disciplines can be
perceived in the light of two theories, holistic and atomistic.
The holistic approach tended to treat societies or social wholes
as having characteristics similar to those of organic matter or
of organisms. It also stressed what might be called the 'systematic'
properties of social wholes (Cohen, 1968). The psychoanalytic
school founded by Joseph Breur alongside with the behavioral paradigm
established by John B. Watson were patterned after the holistic
approach. These two schools were biologically oriented. The atomistic
approach however, tended to treat social wholes as having characteristics
similar to mechanical objects being made up of identical or replaceable
parts that can be assembled in different ways. It stressed the
importance of understanding the nature of the individual units
to be known as functionalism or structural functionalism. Here,
the positivist paradigm can be perceived as a combination of the
holistic and atomistic approaches that are patterned after the
Newtonian reductionist paradigm. Studies
show that the positivist movement was historically associated
with the nineteenth-century French philosopher, Auguste Comte
(1798-1857), who was the first thinker to coin the term 'positivist
philosophy' (Halfpenny, 1982). Halfpenny tackled the theoretical
properties of the positivist paradigm from the perspective of
Comte who argued that positivism was a theory of history in which
improvements in knowledge were both motor of progress and the
source of social stability. It is a theory of knowledge according
to which the only kind of sound knowledge available to humankind
is that of science grounded in observation and unity of science
according to which all sciences can be integrated into a single
natural system. Having
reviewed some of the naturalistic ingredients of positivism, one
must avoid the pitfalls of Durkheim who considers positivism as
a theory of knowledge in which the natural science of sociology
consists of the collection and statistical analysis of quantitative
data about society. Statistical analysis alone may not result
in the understanding of complex naturalistic phenomenon as is
the case of Lebanon without utilizing naturalistic elements of
research. Perhaps a more comprehensive view of positivist research
was illustrated by Francis Bacon who regarded positivism as a
"theory of scientific method according to which science progresses
by including laws from observational and experimental evidence"
(Halfpenny 1982, p.115). Bacon gave flexibility to positivism
by allowing the use of experimental evidence that could take many
forms rather than employing a rigorous mathematical reductionist
perspective disembodied from the naturalistic inquiry.
The
positivist approach which seeks to predict and control social
events by searching for regularities and determinate causal relationships
(Burrel and Morgan, 1979) may not provide adequate explanations
for societal contexts which are characterized by a great deal
of openness and unpredictability (Lincoln and Guba, 1985; Woods,
1986). To what extent can Arab researchers predict complex patterns
of education that are in constant change due to economic, political,
cultural, and demographic transformations that take place in the
Arab region? Perhaps, Arab researchers need to be selective by
employing an eclectic approach in dealing with aspects of research
if that is required by the research topic as well as by the political
and ecological specifications of the site where it takes place.
Similar facts in worldwide settings might have led in the past
to evaluate the ability of positivism and the Newtonian reductionism
approach to understand complex social phenomena.
Many
shifting approaches started to move gradually to a more naturalist
view of understanding human nature. This shift was based on the
need to adopt more qualitative, naturalistic, and ethnographic
type of research in which the setting of learning and teaching
are studied in full and ongoing contexts (Hammersley and Atkinson,
1983; Iona, 1986; Lincoln and Guba, 1985). The need for a progress
with a new paradigm in research was based on the deficiencies
of the reductionist view of social reality.
4.1 Objections to the Reductionist View of Social Reality
Behaviorists assert that human beings, like animals, are machines
whose activity is limited to conditioned responses to external
stimuli (Capra, 1982), and "excludes notions of choice, freedom,
individuality, and moral responsibility" (Cohen and Manion 1989,
p.23). By the same token, Descartes said: "I consider the human
body as a machine. My thought...compares a sick man an ill-made
clock with my idea of a healthy man a well-made clock" (Descartes
quoted by Capra, 1982, pp. 41-48). The Baconian paradigm illustrates
that nature "had to be hounded in her wanderings, bound into service,
and made a slave" (Ibid.p.40). Calling nature a she, which has
to be demeaned and exploited, represents an example of the influence
of the patriarchal attitudes on scientific thought which is a
major area for criticism by feminists and those who acknowledge
equality among human beings. The positivist paradigmatic overshadowing
social sciences evoked strong opposition among naturalists who
emphasized the unitary nature of consciousness and perception.
Anti-positivists assume that the social world is essentially relativistic
and understandable, but only from the point of view of the individuals
directly involved in it. Thus, they reject the notion of the observer
as a "valid vantage point for understanding human thought and action" (Skritic 1991, pp. 10-11). Kuhn in his book Structure of Scientific
Revolutions, originally published in 1962, concludes that the "works of positivists on axiomatic, reduction, deductive explanation,
and formal confirmation theory were often irrelevant to science" (Kuhn 1970 quoted in Thagard 1988, pp. 115-116). Many critics united
against the reductionist approach. In psychology, the foremost exponent
of functionalism was William James who, in spite of scientific laboratory
orientation in psychology, was critical of the atomistic and mechanistic
tendencies in psychology (Capra, 1982). Criticism even came from
positivists themselves. B.F.Skinner (1963) admitted that human behavior
was perhaps the most difficult subject to which the methods of science
had ever been applied. Therefore, human social reality cannot be
totally predicted and understood through scientific instruments
only. Following this presumption, the universe should not be perceived
as a mechanistic thing, but as a living organism (Nesfield-Cookson,
1987), and hence to know the living being, man's 'inner' experience
cannot be transplanted to the condition of empirical laboratory
settings. The existing belief that science is a rational and objective
inquiry was challenged. Many questions, particularly in the social
sciences and education may not be answered by the scientific inquiry
(Singh, 1993). By the same token, following a Freirian and Kierkegaardian
doctrine, objectivity should not deny the existence of subjectivity
in understanding the relationship between man and the world (Freire,
1983).
The
collapse of Newtonian theory expanded into the social sciences,
which traditionally emulated the principles of the reductionist,
mechanistic Newtonian paradigm. In recent years a substantial
body of social scientists (including educational researchers)
have rejected the experimental positive approach and the physical
sciences model used in the social sciences research (Stainback
and Stainback, 1984). They have argued that these principles have
little to offer in terms of their relevance to the study of complex
social situations and human behavior. Others highlighted the need
for qualitative research and analysis of inter-personal structure
instead of quantitative experimental design (Singh, 1993). In
this respect, Singh quotes Verma and Beard (1981): "The human
subject should not be viewed as an ingredient in the research
laboratory" (1993, p.85).
While
the new physics was developing in the twentieth century, the mechanistic
Cartesian world view and the principles of Newtonian physics maintained
their strong influence on Western scientific thinking, and even
today many Arab scientists still adhere to the mechanistic paradigm,
although physicists themselves have gone beyond it. Under the
impetus of immense criticism against the positivist reductionist
doctrine, and the weakening of the Newtonian physics, the disciplines
of psychology, sociology, education and anthropology witnessed
a paradigmatic shift to a more humanistic philosophy. This path-breaking
movement in research led to the recognition of more qualitative
means of research.
5. Paradigm Shift: In quest of a New Research Model
Cohen
(1968) distinguishes between the society and the physical world
by arguing that in the physical world, there are entities which
are composed of the relationship between parts; and it is often
said that these entities are more than the mere sum of their parts.
This means that the entities have properties which are not found
in the parts taken separately, but which are found when the parts
are related to each other. But these parts do have characteristics,
which exist independently of the entities in which they operate.
But with social entities, organizations and families, this is
hardly so. These elements constitute structures of relations between
elements; but many of the characteristics of these elements are
not separated from their participation in the whole. The plausibility
of Cohen's theory lies in its embedded amalgamation of different
but independent societal entities in which the study of each cannot
be separated from the understanding of the other. The thesis regarding
the physical world presented by Cohen did not go unchallenged.
We can assert...on
the basis of strictly empirical investigations, that the sheer
reversal of our prior analytic dissection of the universe by putting
the pieces together again, whether in reality or in just our minds,
can yield no complete explanation of the behavior of even the
most elementary living system. (Weiss quoted in Capra 1982, pp.94-95)
New
discoveries and ways of thinking made the limitations of the Newtonian
model more visible and paved the way for scientific revolutions
that took place in nineteenth and twentieth centuries, which extended
into the realm of social sciences.
In
reaction to the Newtonian, positivist, functionalist, atomistic
approaches many movements took the form of a resurgence of idealism
and romanticism. Their main thesis was based on the proclamation
that the human world was quite different from the mechanistic
world, being pervaded by meanings which must be studied in ways
distinct from those applicable in natural sciences (Outhwaite,
1975). The theoretical dimension of the paradigm shift was manifested
in the revolutionary developments in the fields of sciences, humanities,
and arts over the last 100 years. Based on these developments
in virtually every substantive discipline, physics, chemistry,
brain theory, ecology, evolution, mathematics, philosophy, politics,
psychology, linguistics, religion and the arts, the direction
of paradigm shift in Western civilization moved away from the
objectivism of science and mechanical change, toward the subjectivism
of cultural change (Schwartz & Ogilvy, 1979).
Many
considered the social and behavioral sciences and the humanities
as multiple paradigms which coexist in the social sciences (Skritic,
1991). The new paradigm shift from the Newtonian reductionist
approach to the naturalistic one extended into the realms of sociology
and psychology. As a result, sociology became involved in more
qualitative orientations by documenting practical social problems
and applying anthropological and ethnographic techniques to modern
societies (Halfpenny, 1982). Here one can exemplify the emergence
of the school of sociology in Chicago, which employed ethnographic
strategies in research alongside with using qualitative research
in a humanistic perspective. The humanistic approach looked at
human beings as positive and self-actualized beings by shifting
from "reality as a machine toward reality as a conscious organism"
(Lincoln and Guba, 1985, pp.61-62). This shift is based on knowledge
in relation to the particular life circumstances, history, culture
and the various patterns of interaction within the school environment
including its educational programs, culture, traditions, ideals
and cultural achievements, whose understanding cannot be achieved
by the employment of fixed and mechanical models of research (Gadamer,
1984). As a result, the researcher's role has
to change from a controller of variables to that of a careful
and aware listener, absorber, participator and organizer of data,
and able narrator of facts and events (Morgan, 1983).
6. Incorporating of Theoretical Differences in Educational
Research in the Arab World
Educational
research, having been predominantly influenced by
other disciplines discussed earlier such as sociology,
psychology, and anthropology, has never been far from the center
of quantitative-qualitative methodological controversy. In this
respect, educational research has been greatly influenced by three
models. Diggory (1994) classifies these models into behavioral,
in which education is quantifiable, developmental, which depends
on personal theories and explanations referred to as qualitative,
and apprenticeship, in which experience is gained through the
mechanism of acculturation. In fact, researchers often find that
educational research echoes positivist research methods (quantitative)
and/or naturalistic ones using (qualitative) methods. For example,
Verma and Beard (1981) and Trivers (1978) assume that educational
research is similar to the research in natural sciences, seeking
generalization (Cited in Singh, 1993). This type of research corresponds
to the behavioral model in which quantification is sought. There
are others, for example Growin (1972), who are critical of generalization
when dealing with human behavior since "educational research for
generalization is bound to prove fruitless since human behavior
is context dependent" (Quoted in Singh 1993, p.83). Endorsing
Diggory's classification of educational research models, Growin's
view is in keeping with the developmental model which fosters
a qualitative approach in research, whilst Verma and Beard (1981),
by establishing a theoretical association between natural science
research and educational research, demonstrate a predilection
to adopt quantitative research in education.
However,
a review of Verma's extensive work in educational research over
the last few years suggests that many of the deficiencies in quantitative
research in education may be overcome by supplementing them with
more qualitative methods of research. To exemplify, Verma, Zec,
and Skinner's (1994) book entitled the "The Ethnic Crucible" made
an in-depth attempt to study aspects of ethnic relations and education
through conducting a series of detailed case studies which integrated
a rich body of qualitative and quantitative data such as interviews
with students, teachers, Local Educational Authorities (LEA),
questionnaires, reviews of policy documents, and other material.
We recommend using qualitative research supported by descriptive
statistical research suited to settings characterized by complex
social phenomenon, which requires qualitative research, such as
those of Arab countries.
The
proposed integrative approach can be defined as a research methodology
which aims to integrate a variety of research methods and create
a harmonious interplay between the existing diversified paradigms
of human inquiry. It is an eclectic approach, which assembles
a range of methodological strategies of research. These have emerged
out of the difficult nature of fieldwork in post-war Lebanon rather
than as a matter of blindfolded research method emptied of theoretical
support and fieldwork epistemological justification.
7. The New Model
So
far human inquiry has been classified under reasoning, experience
and research. Also, reasoning has been categorized as inductive
or deductive. Experience can be either subjective or objective.
Moreover, educational research is classified in terms of methods
(historical, descriptive and experimental), by the type of data
collection (e.g. interviews, questionnaires, and tests), by area
of academic discipline (e.g. sociological, psychological, educational
etc.), by purpose (Singh, 1993), and by data analysis, i.e. (quantitative
and/or qualitative).
7.1 Reasoning
One
of the major criticism directed against the Baconean inductive
approach came from Hume (1888), who raised skeptical questions
of whether inductive reasoning from evidence to more general conclusions
could ever be justified (Hume cited in Thagard, 1988). By the
same token, Bacon was essentially incorrect in his basic premise
that a hypothesis was prejudicial to complete objectivity. An
investigation not guided by hypotheses or questions is more likely
to result in commotion and confusion than enlightenment (Singh,
1993). Thagard (1988) as Methodological Myths labels inductive
and deductive reasoning. He tackles the limitations of each approach.
The Baconian inductive approach and the Descartes Aristotelian
deductive one are superseded by a combination of both approaches.
This amalgamation is rooted in Newtonian Principe which unifies
the two trends and develops the methodology upon which natural
science has been based ever since (Capra, 1982). Singh (1993,
p.79) defines the inductive/deductive paradigm as:
Consisting
of forth and back movement in which the investigator first operates
inductively from observation to hypotheses, and then deductively
from hypotheses to their implications in order to check their
validity from the standpoint of comparability with accepted knowledge.
More
and more, in his analytical treatment of the nature of society
dimension, Ritzer uses a "levels of social analysis", or microscopic-macroscopic
distinction. Here, the magnitude of social phenomena is used to
differentiate
among metatheoretical positions, ranging from the microscopic level of individual
thought and action, interaction and groups, to the macroscopic
level of organizations, whole societies and total world systems".
(Skritic 1991, p.12)
The
interplay between the microscopic-macroscopic sociological levels,
which appears to be a component in the complex construction of
social reality, serves as an example of the unity between inductive
and deductive reasoning. Hence, we propose an inductive/deductive
complementary approach which is coined by Verma and Beard as "the
modern method of research", or the "scientific method" to be used
in Arab contexts. For instance, due to Lebanon's social and political
realties, we used the modern method of research in many of our
research projects, in which certain hypotheses were formulated
prior to the field research (Aristotelian deductive approach)
whilst keeping latitude to deal with other hypothesis or hypotheses
that might emerge in the course of fieldwork. In a study on gender
differences in their selection of academic disciplines, for instance,
we used a macro sociological perspective based on Archer's (1979)
macroscopic/microscopic criteria in order to construct certain
variables to be measured in a micro-sociological setting in Lebanon.
The findings generated were integrated into a unitary theoretical
framework by replicating findings, matching them or emerging with
new ones.
7.2 Experience
Experience
is the second issue to be discussed. "Epistemology is the nature
of knowledge and ontology is the nature of reality" (Skritic 1991,
p.10). Experience can be gained through knowledge, and simultaneously
knowledge sharpens ones experience. Once epistemology (knowledge)
interacts with ontology (reality), the subjective/objective question
surfaces. The notion of objectivity and subjectivity in human
inquiry is a debatable issue. Burrel and Morgan (1979, p.7) defined
objectivist social science as:
...reflects
the attempt to apply the models and methods of the natural sciences
of the study of human affairs. It treats the social world as if
it were the natural world, adopting a "realist" approach to ontology...backed
up by a "positivist" epistemology, relatively "deterministic"
views of human nature and the use of "nomothetic" methodologies.
Subjectivists
on the other hand, are seen as nominalists in that they assume
that social realities are made up of names, concepts and labels
that serve the process of describing, understanding, and negotiating
the social world (Ibid.).
Educational research has been influenced by the positivism
which relied on objectivity for theory construction (Iona, 1986).
Objective research is criticized by Skritic (1991) because it
is based on the assumption that there is a single reality out
there, independent of human appreciation.
Broadly speaking, some might claim that by being subjective,
the chances of becoming biased increase. On the other hand, others
assume that by choosing to be objective in the first place one
has already become subjective and perhaps biased. In this respect,
it can be argued that experience has its limitations. Durkheim
delineates the limitations of experience by suggesting that it
is not possible to gain a sociological objectivity and understanding
of social phenomena by simply relating individual practices to
average behavior. An explanation which makes no reference to the
accepted norms and values lacks depth of social perspective. Its
shallowness may lead to a facile subjectivism (Durkheim, 1957).
Marx on the other hand, stresses subjectivism against objectivism
probably influenced by the resurgence of idealism and romanticism
in Germany during the eighteenth and nineteenth centuries. The
prominent educator, Paulo Freire, reconciled the subjective/objective
gap.
Freire
(1983) criticizes Marxist subjectivity and reproaches the positivist
account of objectivity. To him, one cannot conceive of objectivity
without subjectivity. Neither can exist without the other, nor
can they be dichotomized. Objectivity and subjectivity should
be in a constant dialectical relationship. The Freirian concept
of dialectical interplay between subjectivity and objectivity
gives insights into educational research in the Arab World. For
example, experience comes from the researchers' personal exposure
to Lebanon's educational system as students and later as educators
and researchers. Knowledge comes from learning both formal and
informal. The researchers integrated their personal experience
with training received at the formal educational level to tackle
education issues and problems of research in Arab contexts.
Experience
can be seen as a dialectical interplay between subjective and
objective bodies of knowledge (epistemology) which attempts to
approximate the reality of the situation (ontology) through a
methodological path harmonious with deductive/inductive reasoning.
Following Mouly's (1987) definition of research as a combination
of experience and reasoning, we have combined in much of our research
projects the Newtonian and Darwinian paradigm of unity between
inductive/deductive reasoning alongside with the Freirian theory
of dialectical interplay between objectivity and subjectivity.
In other words, Arab educational researchers may combine their
personal subjective experiences with the objective scientific
measures in order to further validate their research instruments.
7.3 Research Classification
Following Singh's classification of research by discipline, this
presentation falls in the scope of educational research. In their
work 'What is educational research?' Verma and Beard identify
four classifications of educational research: pure or basic research;
applied or field research; action research; evaluative research
(cited in Singh, 1993). Grof and Wilber categorized the methods
of science under quantitative and qualitative. In fact, these
methods of science are recommended for Arab researchers with more
emphasis on qualitative methods due to the needs and requirements
of research in the Arab World.
As mentioned earlier, positivists classify research instruments
as: observation (Comte, Bacon, Galileo), experimentation (Bacon,
Galileo and Durkheim), quantification of data through statistical
analysis (Durkheim) and mathematical language (Galileo). By the
same token, research instruments used by the naturalistic paradigm
are not very dissimilar from that used in positivist-based research,
for example, multiple-case studies.
Though multiple-case studies include ethnographic research,they
are not confined to ethnographic strategies and qualitative methods
of data collection solely. Questionnaires, observational inventories,
and content analysis can provide supplemental quantitative data
in an ethnographic research study (Wiersma, 1986). Multiple-case
studies are not limited to qualitative methods solely. (Schwartz
& Jacobs, 1979; Strauss & Corbin, 1990; Van Maanen, 1988;
Dabbs & Faulkner, 1982; cited in Yin, 1994) stressed that
case studies should not be confused with qualitative research.
Case studies can be based on any mix of quantitative and qualitative
evidence. In addition, case studies need not always include direct,
detailed observations as a source of evidence. Therefore, case
studies use a triangulation of research methods and seek evidence
from multifarious resources. Multiple-case studies can be composed
of deductive/inductive reasoning, objective/subjective experience,
and qualitative/quantitative research methods which, from own
personal experiences, can still give research springing from the
native Arab a reliable and valid touch.
Conclusion
In this paper we have attempted to discuss issues pertaining to
research in the Arab World from an epistemological perspective.
Further, we have provided a theoretical model for academics interested
in conducting research in the Arab world. Triangulation of research
methods including a positivist-naturalist continuum may help educational
researchers in the Arab world to attain an independent research
path corresponding to their cultural needs and realities.
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