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They say a year is a long time in politics. This last year has been a particularly long one, not only in political and policy circles, but for whole nations and their institutions. The sub-prime mortgage collapse quickly turned into a fiscal meltdown and is now a full-blown global recession.  ‘Hunkering down’, weathering the effects, and practicing ‘recession-style prudence and risk management’ is now the new game in town.

So how are universities doing in this highly uncertain, fiscally-brutal environment? Clearly there are many kinds of stories which can and are being told — from departments closing to new ventures being advanced.

One story being put forward is by Moody’s – one of the two big global rating agencies whose pronouncements on the creditworthiness of nations and institutions makes them particularly powerful and worth noting (see also our earlier background report on rating agencies and higher education).

In June, Moody’s released a Special Comment report on higher education called Global Recession and Universities: Funding Strains to Keep Up with Rising Demand which makes for particularly interesting reading. The lead author of the report is Roger Goodman, Vice President-Senior Credit Officer, Moody’s Investors Service, New York.  Our thanks to University World News for bringing the report to our attention in their 5 July story ‘US: Universities fair well in recession, says Moody’s‘), and to Moody’s for permission to publish the figure below.

Essentially their argument is that (particularly public):

…universities are proving to be appealing investments for government stimulus efforts due to the sector’s stabilising, countercyclical nature in the short term as well as its potential to stimulate long term economic growth.

…Most universities demonstrate countercyclical ability to increase student enrollments during recessions, receive relatively strong support from sponsoring governments, and offer long term potential for increasing revenue diversity.

On page 3 of their report, Moody’s offer a useful graphic on the enrollment impact of recessions (see Fig 1 below).

MoodysFig1

In other words, as the economy nose-dives, individuals are more likely to consider investing in more education as a means of waiting out the recession, and positioning themselves for the labour market when it revives. For Moody’s this all means a possible ‘tail-wind’ for universities as student demand increases — particularly those who have an access oriented agenda.

Moody’s Report outlines 5 key ideas:

  1. While universities will experience some stress, they will be more sheltered than other sectors.
  2. Public university ‘credit quality’ will be steadier than that of private universities
  3. Private universities can achieve a high rating if they are able to show evidence of sustained demand, financial strength and liquidity is clear
  4. Universities are likely to seek more alternative sources of funding to offset the pressure on government balance sheets and limitations on public funding growth
  5. Despite efforts at diversifying, the public sector will continue to play a central role

There are several issues worth noting here. The first is that individuals have been encouraged to invest in a graduate education, very often at considerable personal expense (loans and so on) with the promise of future earnings that outpace non-graduate earnings. If wages are depressed across the public and the private sectors because governments and firms are having to manage the consequences of bailing out the banks, then a graduate education might not be as appealing as it once was.

Second, aside from the stark black and white categorizing of ‘public’ and ‘private’ in this report (for instance, is the University of Sydney, or the University of Wisconsin-Madison, public or private given that both receive around 14-18% of their core budget from government funding?),  Moody’s also offers us something of a paradox.

To weather the storm, public universities are going to have to become more ‘private’ in order to augment meagre government budgets.  However, the more private a once public university is, the greater the risk. Is this not a classic case of catch-22?

Susan Robertson

TrewhellaEditor’s note: today’s entry was written by Professor Jill Trewhella (pictured to the right), Deputy Vice Chancellor – Research, University of Sydney, Australia. It was originally delivered at the Australian Financial Review Higher Education Conference, 9 March 2009. Our thanks to Nicholas Haskins, Program Manager (International Networks), Office of the Deputy Vice-Chancellor (International), for bringing this interesting text to our attention, and to Professor Trewhella for allowing us to post it here. Professor Trewhella is Professor of Molecular and Microbial Bioscience and a former Director of Bioscience at America’s top nuclear research facility, the Los Alamos National Laboratory.

I’ve included some relevant images below, that were taken today, of two of UW-Madison’s new multidisciplinary research complexes — the nearly finished Wisconsin Institutes for Medical Research (the top 2 images) and the under-construction Wisconsin Institutes for Discovery (the bottom 2 images). Kris Olds

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The Challenges and Opportunities for Multidisciplinary Research in a World of Complex, Interdependent Systems

For 2000 years, the advancement of knowledge in western civilization has taken a path of increasing specialization.  We have approached understanding our world by deconstructing it into smaller and smaller fragments creating the disciplines and subdisciplines in order to be able to predict, or at least to explain, behaviour in nature, individuals, and society.

UWmed1In today’s knowledge landscape there are powerful drivers for multidisciplinary research.  Through simple collaboration, researchers from different disciplines can accomplish more by teaming.  Interdisciplinary research moves beyond simple collaboration and teaming to integrate data, methodologies, perspectives, and concepts from multiple disciplines in order to advance fundamental understanding or to solve real world problems.  Interdisciplinary research requires either that an individual researcher gains a depth of understanding two or more than one discipline and be fluent in their languages and methodologies, or more frequently that multidisciplinary teams assemble and create a common language and framework for discovery and innovation.

The drivers for interdisciplinary research are varied.

  • In the first instance, nature and society are complex, and our innate curiosity to understand the elements and forces within them requires examination from the perspective of multiple disciplines.
  • Importantly, we have a critical need to solve societal problems in a world that is subject to many forces:
    • The example most urgently felt at this time is the consequence of failing to fully understand all of the forces unleashed by the free movement of capital and globalization.
    • Only a short time ago, our urgent focus was on climate change, where we must consider, among other things, how oceans and rivers are influenced by land use and the products of industrialization, atmospheric constituents and solar radiation.  These subsystems are linked in time and space and have embedded in them multiple feedback mechanisms.
  • The complexity presented in each of these real world examples requires interdisciplinary research that spans the natural and social sciences if we are to attain the kind of predictive capability that could inform policy makers.
  • Finally, we know that the tools that we have available to examine our world are most often transformational when drawn from outside the discipline that developed them; such as the discovery of X-rays by physicists and their impact on medicine, or the creation of the internet by the military and its impact on communication in society at large.

Academic institutions are largely organized in ways that promote the advancement of individual disciplines, or sub-disciplines.  Policies that govern hiring, promotion, and the allocation of resources often work against interdisciplinary research.  If interdisciplinary research is to flourish in academia, then the reward systems in academia have to recognize the different pace with which interdisciplinary research may proceed and the fact that it is often a team rather than individual accomplishment.  There also is a need for flexible organizational structures that can operate across discipline-focused departments.  Directed institutes and centres with seed funding can encourage interdisciplinary research.  But more fundamental advances may emerge from creating a body of scholarly work that establishes common languages and frameworks in specific areas and examines what makes successful interdisciplinary research.  This approach is one we are pursuing at the University of Sydney with our newly established Social Sciences Institute and our Institute for Sustainable Solutions.

UWmed2Funding agencies also encounter difficulties in facilitating interdisciplinary research, and must find creative mechanisms for overcome barriers, such as:

  • Peer review systems that depend heavily on experts from single disciplines, and the reality that interdisciplinary peer review panels are not easy to assemble and operate.
  • The extra time needed for interdisciplinary teams to learn develop a common language and framework for study is an impediment in a competitive system that is research output driven.
  • How do we set performance goals for evaluating an interdisciplinary research program.
  • Interdisciplinary research is likely to be expensive; multiple chief investigators have to come together with disparate capabilities.
  • Supporting interdisciplinary research requires an increased tolerance of risk.
  • It is often the case that when an agency puts out a call for an interdisciplinary program, pressure is felt from all sides to over-promise and under-budget, leading to the inevitable problem of under-performance.

Benchmarking the mechanisms by which successful interdisciplinary programs have been supported is essential to ensuring the most return for investment in this challenging area.  Looking at home and abroad at the results of using problem focused calls, seed funding, sustained funding over a longer term, targeted fellowships, etc, is essential for future planning.

Training researchers to work at the interfaces of the disciplines

Training researchers who can transcend the barriers that exist between the disciplines requires innovation in teaching and learning.   In the University setting, our training programs largely focus on in depth training in a discipline or a set of closely related sub-disciplines.  To develop the pool of researchers who are best prepared for interdisciplinary research, we need undergraduate programs that provide depth in the major discipline(s) while also enabling students to participate in interdisciplinary courses and be exposed to research experiences that transcend the discipline of their major.

The earlier in our training that we are exposed to different languages and methodologies, the better we are able to understand the potential contributions that may come from outside our discipline.  The better we are able to formulate complex questions and then integrate data, ideas, and perspectives as we seek answers.

WID1PhD programs need to consider the benefits of broader exposure.  Lowering the barriers to students moving between institutions and even disciplines could have great benefits for our ability to train the next generation of interdisciplinary researchers and researchers who are facile at participating in interdisciplinary teaming.  We need to recognize the benefits for students who gain training in one discipline to be able to acquire training in another – and enable it to happen.

There are examples of successful programs aimed at encouraging interdisciplinary training.  I once hosted in my Biophysics laboratory (which was in a Chemistry Department!) a young graduate student from the Mathematical Biology Department who was participating in the Integrated Graduate Education Research Traineeship (IGERT) program sponsored by the US National Science Foundation.  The idea was, in this case, for the student to learn the difficulties involved in acquiring accurate biophysical data.  The student had no aspirations to become an experimentalist, but he left my laboratory understanding how the data were generated and what its limitations and strengths were; and importantly what he would be asking of his collaborators to produce more data!  He could use this knowledge to formulate the questions he needed to ask of other kinds of experimental data that would be the ultimate test of his theoretical frameworks.  This example may seem a very modest one, as the distance between mathematical biology and experimental biophysics seems not so great, but as such it is a good demonstration of how difficult it can be to become truly interdisciplinary.  The languages, cultures and goals of what might be thought of as subdisciplines here, often make what is learned in one of no value to the other; the theorist’s spherical cow being the anecdotal example epitomizing the gulf of understanding between theory and experiment in the study of biological systems.

WID3The potential for interdisciplinary research ultimately hinges on the extent to which individuals want to engage in it, and equally importantly if they have the opportunity to do so.  Academia, national laboratories, and industry can create the opportunities and incentives to attract our best and brightest to this frontier.  The individual interdisciplinary researcher is likely to be a relatively rare bird, and it will be the teams of researchers that are more the norm for advancing interdisciplinary research.  Research teams are in themselves modestly complex social entities and in their 2004 study entitled Facilitating Interdisciplinary Research, a panel of the US National Academy of Sciences found that they were limited by the lack of a body of peer reviewed research in the social sciences that “elucidated the complex social and intellectual processes that make for successful interdisciplinary research.”  While we have made some strides in thinking about the role of flexible structures and funding incentives to facilitate multidisciplinary teams coming together for a problem focussed effort or an area study, there is a need for social scientists to grapple with the more fundamental aspects of what facilitates successful interdisciplinary research; that is what enables high performance teams breaking down the barriers of language and culture and create knowledge that drives innovation.

References

National Academy of Sciences, National Academy of Engineering, and Institute Medicine. (2004) Facilitating Interdisciplinary Research, Washington DC, National Academies Press.

David Easton (1991) The Division, Integration, and Transfer of Knowledge, Bulletin of the American Academy of Arts and Sciences, Vol 44, No 4, pp 8-27, American Academy of Arts and Sciences.

Jill Trewhella

Today’s Financial Times includes a full page analysis (’An industry to grow‘) that examines aspects of state-society-economy relations with respect to stem cell research.

The author, Clive Cookson (who also runs the FT.com Science Blog), deftly weaves five threads through the article: the role of the state, and inter-state competition, in shaping a very geographically uneven development process; the role of key university-based researchers (like UW-Madison’s James Thomson) in spurring on innovation; the evolution of technology in shaping the research process and associated ethical debates; the evolving role of the private sector in fueling (or not) stem cell research and associated commercialization dynamics; and the factors shaping the actual and perceived temporal dimensions of stem cell research.

See below for some fascinating maps that the FT drew upon for their associated graphic in ‘An industry to grow‘. Our sincere gratitude to William Hoffman of the University of Minnesota’s Medical School for permission to reprint his maps.

Hoffmann1

Hoffmann2

Hoffmann3

Kris Olds

LKYdebate

Can regions think and act strategically? In which ways are Europe and Asia geopolitically (in)competent? How does one speak for “Asia” and “Europe”? Why do Mahbubani and Emmott seek to speak for “Asia” and “Europe”? Link here for a National University of Singapore (NUS) webcast of this recent debate, and here for a lecture synopsis.

MasarahVanEyckEditor’s note: this guest entry has been kindly provided by Masarah Van Eyck. Masarah (pictured to the right) is Director of Communications for the Division of International Studies at the University of Wisconsin-Madison. Before joining the Division in 2007, she served as a communications/development director and an editor for Wisconsin-based nonprofits. She is a freelance writer and holds a PhD in French history from McGill University.

This entry was just published in On Wisconsin, a magazine produced by the Wisconsin Alumni Association and University Communications for alumni and “friends” of the University of Wisconsin-Madison. We sought permission to reprint it as the original article sheds light, in interesting ways, on deliberations about a key concept in global higher ed – “global competency”.  Representatives of universities throughout the world are grappling, in varying ways, with the notion of what a “global citizen” is, what “global competency” is (or even if it exists!), and to what purposes it should/could be used. Indeed it is worth noting that regardless of whether or not this complicated concept is a coherent one, global competency is being used to frame and legitimize the restructuring of policies, teaching and research programs, hiring, admissions, pedagogy, and even built form and aesthetics, on an increasing number of campuses. It is thus important to engage with the concept, and understand how it is being constituted in variable ways, in different places and times.

Our thanks to Masarah Van Eyck, and to the editors of On Wisconsin as well as University Communications, for permission to reprint this article (the original title is ‘Global Views’). Our thanks, too, to the following students whose photographs were used to accompany the original article, and which are included below. We include the original accompanying text here: Anna Green ’09 (placed first in the Urban Landscapes category of the UW’s annual Study Abroad Photo Contest coordinated by International Academic Programs. She shot the photo in 2008 while studying in Buenos Aires, Argentina);  With her photo, “Pottery Market,” shot in Cuenca, Ecuador, in 2006, Kathryn Broker-Bullick ’06 garnered second place in the People and Culture category of the UW’s annual Study Abroad Photo Contest; “Fira at Dusk” captured second place in the Urban Landscapes category for John Vanek ’08, who shot the photo in 2007 in Santorini, Greece; Adam Sitte ’08, who studied in Cairo, Egypt, in 2007, earned second place in the People and Culture category of the UW’s annual Study Abroad Photo Contest for his photo, “Ibn Tulun Mosque.”; Tyler Knowles ’05 submitted this photo following his study abroad in England. He shot the image of a musician on the island of San Marco in Venice; A girl signs “I love you” in this photo, shot in Ngileni, South Africa, in 2007. Libbie Allen ’08, who studied in Cape Town, South Africa, earned first place in the People and Culture category of the UW’s annual Study Abroad Photo Contest; Laura Burns ’09, who studied in Seville, Spain, in 2008, earned third place in the Natural Landscapes category for this photo, which she shot in Hallstatt, Austria; Emily Palese x’10, who studied in Oaxaca, Mexico, in 2008, earned second place in the Natural Landscapes category of the UW’s annual Study Abroad Photo Contest for her photo, “Hierve del Agua.” Kris Olds

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la-boca-barrioGLOBAL VIEWS

A new expectation is making the list of must-have abilities for today’s students: global competence. But where do you go to get it, and how do you know when you have it?

Jill Spear doesn’t think she has it, but says she knows people who do. Natalie Eisner x’09, whose mother is French, thinks she possesses some degree of it, while Catherine Skroch x’09, a child of missionaries, is confident that she’s had it most of her life. Claire de Boer x’09 isn’t sure how much of it she has, but she’s certain that studying abroad in French West Africa will give her more of it than, say, spending a year in France.

It is global competence, one of the latest buzzwords in higher education. My interest in the concept was piqued last winter when I traveled to a training ground of sorts — Saint-Louis, Senegal, the site of one of the UW’s more innovative study-abroad programs. There, several UW students were studying at the Université Gaston Berger, living in dormitories with Senegalese roommates, and in the midst of producing a fifty-page paper based on independent fieldwork.

For four months they had been immersed in the French and Wolof languages, and in a largely Muslim culture. (It had been equally long since they had taken a hot shower or washed their clothes in a machine.)

After a week of talking with students halfway through this challenging educational experience, I learned that most were pretty sure that they were acquiring global competence — that essential set of skills, attitudes, and knowledge they will need to succeed in today’s world. But when I queried one of the directors of the program, Jim Delehanty, about the notion, the story got more complicated.

Masarah2Delehanty has been to Senegal “twelve or so” times, he estimates. He spent years in the Peace Corps and later conducted research for his doctorate in Niger. He’s lived in Kenya and Kyrgyzstan. He speaks French and Hausa well, and knows enough Wolof “to make people smile,” he says.

Yet he doesn’t consider himself particularly globally competent.

“It’s a nice concept,” he says during a conversation in his office at UW-Madison, where he serves as associate director of one of the nation’s premier African studies centers. “[But] I’m just not sure it exists in practice.”

Anyone watching the news — and the economy — knows that the world is getting smaller, if not exactly, as author Thomas Friedman puts it, “flatter.” Trade, migration, pandemics, global warming, and a radical shift in wealth from the West to the East — all of these factors and more indicate that we’re living in a world of global challenges that will require global solutions. Our graduates need a mindset to match the world around them. But how exactly do we teach and assess these skills?

Like many universities, UW-Madison committed itself to “internationalizing” its curriculum a couple of decades ago. No longer the exclusive domain of liberal arts departments, international education is increasingly important in professional schools such as engineering, health sciences, and business. Students in the UW’s College of Engineering, for example, can now earn an international certificate by taking sixteen credits of courses that focus on the language, history, or geography of another culture. And programs including Engineers without Borders and the Village Health Project provide students with a chance to participate in community development and public health projects around the world.

Masarah3Impressively, more than a third of UW-Madison’s business undergraduates earn some credits abroad, as do more than half of its MBA students. And these students are pursuing the experiences for good reason: the top-ranked Thunderbird School of Global Management, with its patented Global Mindset Inventory used to measure one’s capacity to conduct business on a world stage, says that “individuals with a high stock of Global Mindset … know how to manage global supply-chain relationships … and understand global competitors and customers.”

But as international outlooks and skills become integral to core curricula, universities increasingly face the challenge of evaluating their students’ progress. And this means starting by defining the result: global competence.

A team of UW-Madison faculty, staff, and students recently set out to write that definition. Called the Global Competence Task Force, the group released its findings last fall, delineating not only what the term means, but also how UW students might best acquire it.

Randy Dunham, a management professor who directs the business school’s Center for International Business Education and Research, chaired the initiative. On his desk sits a photo frame that rotates digital images of his own travels through the years: animals spotted on safari, a temple in Asia, and a ruin in the Middle East. (Interestingly, several iPods sit stacked on the table between us as we talk. I later learned that these were prizes for an annual, weeklong competition that drew MBA students from as far away as Hong Kong, Bangkok, and Copenhagen.)

Despite his own global leanings, however, Dunham says the task force took a soft-sell approach in its campus wide proposal.

“We are not recommending requirements or standards,” he explains. “We knew that if we said [global competence] is this many languages or this many area-studies courses, it would have been too contentious to be adopted.”

In addition, says Gilles Bousquet, dean of UW-Madison’s Division of International Studies, the group knew that there is no one-size-fits-all definition.

“Global competence isn’t going to look the same in engineering, the health sciences, or the humanities — and it’s also going to mean something different to an educator, an executive, or the head of an NGO [nongovernmental organization],” he says.

Masarah4Instead, the task force listed the components or “competencies” that make up a global mindset, hoping that each campus unit would adopt the definition. Predictably, perhaps, they include the ability to work and communicate effectively in a variety of cultures and languages, and the capacity to grasp the interdependence of nations in a global economy. Somewhat surprisingly, though, many of the core competencies indicate a kind of stance or attitude — the proclivity to engage in solving critical global issues, for example, and a willingness to see the world from a perspective other than one’s own.

What the team doesn’t define, however, is what level of competency is sufficient.

“Developing global competency is a lifelong process,” says Marianne Bird Bear, assistant dean of the Division of International Studies, who sat on the task force. “The university’s role is to make students aware that all disciplines — political science, agriculture, health care — have global, cross-cultural aspects to them. Our job is to provide the training and experiences to develop the global skill set necessary … to address a given problem or understand a certain condition.”

Accordingly, the team recommends that campus units require each incoming undergraduate to adopt a “global portfolio” to record the relevant courses and experiences he or she acquires while pursuing a degree. A second part of the portfolio outlines how these activities specifically translate into global abilities that would be attractive to future employers or graduate schools. In developing this portfolio, the team posits, students will plan their educational paths with an eye toward gaining global competencies.

With a goal of clearly defining expectations, Dunham says, “We asked ourselves, ‘What is it going to take to motivate students to see global education as essential?’ We want to create the impression as students come in that it’s normal, that global education is expected.”

Masarah5While instilling any kind of cross-campus mandate may be slow going, convincing students of the value of international education seems to be a no-brainer. These days, many are well on their way to global-mindedness long before entering college.

Before coming to Senegal, political science and agronomy student Brenda Lazarus x’09 had traveled extensively and studied abroad in high school. She values her friendships with international students on campus for the exposure they give her to perspectives from, say, Mexico or the Philippines. A Minnesota native, Lazarus says that international exposure helps her develop a good knowledge of diverse issues and cultures so that “if [I] go abroad for [my] work or deal with someone from a different culture,
everything will go well.”

What’s more, she says, learning about other cultures has given her the self-possession she’ll need for the work she hopes to pursue in an overseas governmental agency or NGO after graduation.

Anyone who has moved to another country can recount that moment when the romance of living in a new culture was tempered by everyday concerns — a visit to the doctor, for example, or the need to decipher a cell-phone plan. These are the moments when we see other parts of the world as equally complex and mundane as our own, and not just as the colorful backdrop for our adventures.

What is more, the challenge of independently producing, say, a fifty-page thesis or meeting the academic standards of a world-renowned university in another language means that students must take seriously the “study” in “study abroad.”

Masarah6“I’m more independent now,” Lazarus tells Delehanty and me at the Senegal university’s buvette, an outdoor snack bar, over instant coffee in cups stamped “Made in China.” “I’m more confident that, whatever situation I’m in, I can deal with it.”

(Of course, the UW’s International Academic Programs office concerns itself, first and foremost, with students’ safety, briefing them before departure, establishing onsite points of contact, and maintaining a 24/7 hotline.)

To Dunham, developing confidence is essential. “International exposure challenges the way people see, the way they think, the things they see,” he says. “It makes them much more competitive professionally.”

Such exposure also prepares students for jobs that are “outside of their comfort zones,” he adds. “If you’ve done a study abroad in India, is it going to be intimidating for you to live in New York City? I don’t think so.”

Even those who choose to live and work in Wisconsin will be ill prepared without a global mindset, says Mary Regel ’78, director of the Bureau of International Development in Wisconsin’s Department of Commerce, who served on the UW’s global task force.

“Companies are looking for employees who have a broad view of the world,” she says. “They want their workforce to be cognizant and respectful of other cultures. Wisconsin is becoming more diversified, and it’s a rare company these days that doesn’t have some interaction with other cultures.”

Dunham puts it bluntly: “If you only think domestically, you’re more limited in your own choices and, ultimately, you limit the vision of the firm or company you work for.”

For some students, success in the job market — while a welcome byproduct — isn’t the only reason to enhance their global competence.

“Globalization has offered enormous opportunities to the human race,” says Bousquet, who founded UW-Madison’s pioneering Professional French Master’s Program. “But it’s also opened many challenges, most pressing among these the need to keep the human condition — to ensure secure and just lives for everyone — at the center of our focus.”

Masarah7 Happily, studies reveal that global competence seems to go hand-in-hand with the kinds of qualities, such as open-mindedness and compassion, we’ll need to prevent and repair the inequalities that our shrinking planet presents. Recently, a senior scientist at the Gallup Organization released findings from a Global Perspectives Inventory suggesting that those who see themselves as global citizens most often also feel a need to “give back to society” and “work for the rights of others,” and demonstrate a willingness to grapple with complex issues that may present more than one solution.

The director of Harvard’s International Education Policy Program recently argued in the Chronicle of Higher Education that globally minded people would more likely respond to world events with empathy, interest, and understanding. Second only to these qualities are those that speak more to skills than attitude: the ability to communicate in different languages, for example, and a broad and deep knowledge of world histories and cultures.

Global competence, you might say, is a combination of cross-cultural knowledge and the kind of personal and intellectual inner journey that an international experience offers.

To Delehanty, who has overseen the progress of study-abroad students for a decade, and who knows better than most how the world opens eyes, it’s the notion of mastery that is troublesome.

Masarah8“I guess the idea of ‘competence’ makes me uneasy — the thought that there’s a skill set that we all need to master,” Delehanty told me on our last day in Senegal. “Isn’t it really the opposite? Isn’t humility the common denominator of people who function effectively away from home? There are uncountable opportunities in our lives to learn humility. I’m not convinced there is an internationalist version of it.”

Still, he concedes, going abroad will surely shake up your certainties if nothing has done so before. And that uncertainty leads to a new kind of insight.

As one UW student in the Senegal program, influenced by her everyday French, concluded, “It’s like there is savoir and then there is connaissance. You can know a lot about the world, but global competence is about understanding it.”

Masarah Van Eyck

rankings 4

Finally the decision on who has won the European Commission’s million euro tender – to develop and test a  global ranking of universities – has been announced.

The successful bid – the CHERPA network (or the Consortium for Higher Education and Research Performance Assessment), is charged with developing a ranking system to overcome what is regarded by the European Commission as the limitations of the Shanghai Jiao Tong and the QS-Times Higher Education schemes. The  final product is to be launched in 2011.

CHERPA is comprised of a consortium of leading institutions in the field within Europe; all have been developing and offering rather different approaches to ranking over the past few years (see our earlier stories here, here and  here for some of the potential contenders):

Will this new European Commission driven initiative set the proverbial European cat amongst the Transatlantic alliance pigeons?  rankings 1

As we have noted in earlier commentary on university rankings, the different approaches tip the rankings playing field in the direction of different interests. Much to the chagrin of the continental Europeans, the high status US universities do well on the Shanghai Jiao Tong University Ranking, whilst Britain’s QS-Times Higher Education tends to see UK universities feature more prominently.

CHERPA will develop a design that follows the so called ‘Berlin Principles on the ranking of higher education institutions‘. These principles stress the need to take into account the linguistic, cultural and historical contexts of the educational systems into account [this fact is something of an irony for those watchers following UK higher education developments last week following a Cabinet reshuffle - where reference to 'universities' in the departmental name was dropped.  The two year old Department for Innovation, Universities and Skills has now been abandoned in favor of a mega-Department for Business, Innovation and Skills! (read more here)].

According to one of the Consortium members website -  CHE:

The basic approach underlying the project is to compare only institutions which are similar and comparable in terms of their missions and structures. Therefore the project is closely linked to the idea of a European classification (“mapping”) of higher education institutions developed by CHEPS. The feasibility study will include focused rankings on particular aspects of higher education at the institutional level (e.g., internationalization and regional engagement) on the one hand, and two field-based rankings for business and engineering programmes on the other hand.

The field-based rankings will each focus on a particular type of institution and will develop and test a set of indicators appropriate to these institutions. The rankings will be multi-dimensional and will – like the CHE ranking – use a grouping approach rather than simplistic league tables. In contrast to existing global rankings, the design will compare not only the research performance of institutions but will include teaching & learning as well as other aspects of university performance.

The different rankings will be targeted at different stakeholders: They will support decision-making in universities and especially better informed study decisions by students. Rankings that create transparency for prospective students should promote access to higher education.

The University World News, in their report out today on the announcement, notes:

Testing will take place next year and must include a representative sample of at least 150 institutions with different missions in and outside Europe. At least six institutions should be drawn from the six large EU member states, one to three from the other 21, plus 25 institutions in North America, 25 in Asia and three in Australia.

There are multiple logics and politics at play here. On the one hand, a European ranking system may well give the European Commission more HE  governance capacity across Europe, strengthening its steering over national systems in areas like ‘internationalization’ and ‘regional engagement’ – two key areas that have been identified for work to be undertaken by CHERPA.

On the other hand, this new European ranking  system — when realized — might also appeal to countries in Latin America, Africa and Asia who currently do not feature in any significant way in the two dominant systems. Like the Bologna Process, the CHERPA ranking system might well find itself generating ‘echoes’ around the globe.

Or, will regions around the world prefer to develop and promote their own niche ranking systems, elements of which were evident in the QS.com Asia ranking that was recently launched.  Whatever the outcome, as we have observed before, there is a thickening industry with profits to be had on this aspect of the emerging global higher education landscape.

Susan Robertson

As someone who loves taking the train, misses the TGV, Eurostar, and Thalys systems (having lived in France last year), and is perplexed why the world’s wealthiest country does not get serious about fast speed rail, this news story caught my eye.

I’ll paste in most of the accompanying text below, from IBM’s Smarter Planet website.  What is interesting, from a GlobalHigherEd perspective, is the nature of the array of institutions that have been brought together to create such space of innovation, and where it is based.

Today IBM opened a worldwide rail innovation center in Beijing, China.  We’re excited because it’s the first time rail companies, universities, government leaders and a wide range of rail experts are gathering to figure out what it will take to bring the best rail systems to every country in the world….

Already members include Tsinghua University, Michigan Technological University, Professor Joseph M. Sussman of MIT, Railinc, RMI, Motorola, Sabre, the California High Speed Rail Authority, and Olivier G. Maurel, CIO of ILOG (an IBM company) and former CIO of SNCF in France.

The kinds of things we’ll work on are advanced data analytics for scheduling and predictive maintenance, cell phone enabled passenger service, wireless sensors on bearings and axles, digital video systems that ensure a clear track ahead and automatically respond to danger — to create rail systems that will support economic vitality, improved quality of life through reduced road congestion, and environmental sustainability.

The idea is when the best minds get together, everyone benefits.  That means better, faster on-time performance, far more efficient scheduling, maximized equipment usage and fewer vehicles congesting cities.

Think about this:  A single freight train on a track can replace 280 trucks on a road, reducing fuel use, congestion and emissions.  And considering every year nine billion gallons of fuel is wasted in traffic congestion we need all the help we can get.

Here’s to breathing easier, relaxing more and getting from city center to city center in the most efficient way possible.

Kris Olds

Note: this presentation, and associated discussion paper (in English), were produced for the International Association of Universities (IAU) 3rd Global Meeting of Associations of Universities (GMAIII), Guadalajara, Mexico – 20-22 April 2009. Link here for French and Spanish versions of the same discussion paper.

Editor’s Note: As those of you following GlobalHigherEd well know, the big news story of April on the higher education calender was the release of the Leuven Communiqué following the the 6th Bologna  Ministerial Conference held in Leuven/Louvain-la-Neuve,  28-29th April, 2009.

46 Bologna countries gathered together to review progress toward realizing the objectives of the Bologna Process by 2010, and to establish the priorities for the European Higher Education Area.  Prior to the meeting there was quite literally an avalanche of stocktaking reports, surveys, analyzes and other kinds of commentary, all fascinating reading (see this blog entry for a listing of materials).

With the Communiqué released, and the ambition to take the Bologna Process into the next decade under the banner – ‘The Bologna Process 2010′, GlobalHigherEd has invited leading European actors and commentators to ‘react’ to the Communiqué.

leuven 1

Last week  we posted some initial ‘reactions:  Pavel Zgaga’s Bologna: beyond 2010 and over the Ocean – but where to? and Peter Jones’ Was there a student voice in Leuven? In this entry, we add more. We invited Per Nyborg, Roger Dale, Pauline Ravinet and Anne Corbett to comment briefly on one aspect they felt warranted highlighting.

Per Nyborg was Head, Bologna Process Secretariat (2003-2005). Roger Dale, Professor of Sociology of Education, University of Bristol, UK, has written extensively on the governance of the European Higher Education Area and the role of Bologna Process in that. He recently published a co-edited volume on Globalisation and Europeanisation in Education (2009, Symposium Books). Pauline Ravinet is a post doctoral researcher at the Université Libre de Bruxelles, Belgium. She completed her doctoral research at Sciences Po, Paris, and has published extensively on the Bologna Process.  Anne Corbett is Visiting Fellow, European Institute, London School of Economics and Political Science (LSE). Dr. Corbett is author of Universities and the Europe of Knowledge Ideas, Institutions and Policy Entrepreneurship in European Union Higher Education 1955-2005 (Palgrave Macmillan, 2005).

Susan Robertson

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“Bologna Toward 2010″ – Per Nyborg

In 2005, halfway toward 2010, Ministers declared that they wished to establish a European Higher Education Area (EHEA) based on the principles of quality and transparency and our rich heritage and cultural diversity. They committed themselves to the principle of public responsibility for higher education. They saw the social dimension as a constituent part of the EHEA.

The three cycles were established, each level for preparing students for the labor market, for further competence building and for active citizenship. The overarching framework for qualifications, the agreed set of European standards and guidelines for quality assurance, and the recognition of degrees and periods of study, were seen as key characteristics of the structure of the EHEA.

What has been added four years later? Ministers have called upon European higher education institutions to further internationalize their activities and to engage in global collaboration for sustainable development. Competition on a global scale will be complemented by enhanced policy dialogue and cooperation based on partnership with other regions of the world. Global cooperation and global competition may have taken priority over solidarity between the 46 partner countries. But Bologna partners outside the European Economic Area region must not be left behind!  leuven 2

A clear and concise description of the EHEA and the obligations of the participating countries is what we should expect from the 2010 ministerial conference – at least if it shall be seen as the founding conference for the EHEA, not only a Bologna anniversary on the way to 2020.

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“Elephants in the Room, and All That”   Roger Dale

Reading the Leuven Communiqué, we can’t help but be impressed by the continuing emphasis on the public nature of and public responsibility for higher education that has characterized BFUG’s statements over the years. Indeed, the word ‘public’ appears 9 times.

However, at the same time we can’t help wondering about some other  words and connotations that don’t appear.

The nature of the ‘fast evolving society’ to which the EHEA is to respond implied by the Communiqué, seems rather different from that implied in some of these elephants in the room.

Quite apart from ‘private’ (which as Marek Kwiek has constantly reminded us is indispensable to the understanding of HE in many of the newer member states), we may cite the following:

  • First and foremost, ‘Lisbon’, with its dominant focus on Productivity and Growth;
  • Second, ‘European Commission’, the home and driver of Lisbon, and the indispensable paymaster and facilitator of the Bologna Process.
  • Third, the ‘European Research Area’; surely a report on European Universities/ERA would paint a rather different picture of the Universities over the next decade from that presented here.

It is difficult to see how complete and accurate a picture of Bologna, as it goes into its second phase, this ‘more of the same’ Communiqué provides. Perhaps the most pregnant phrase in the document is “Liaise with experts in other fields, such as research, immigration, social security and employment”,  a very mixed and interesting quartet, whose different demands may pose real problems of harmonization.

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“The Bologna Process  – a New Institution? ” Pauline Ravinet

I have been particularly interested in my own research on early phases and subsequent institutionalization of the Bologna Process. In this work I have tried to recompose and analyze what happened between 1998–the year when the process began with unexpected Sorbonne declaration–and now, where the Bologna process has become the central governance arena for higher education in Europe. This did not happen in one day and was rather a progressive invention of a unique European structure for the coordination of national higher education policies.

Reading the Leuven Communiqué with the institutionalization question in mind is extremely interesting. Presenting the achievements of the 2000s and defining the priorities for the decade to come, this text states more explicitly than any Bologna document before, that the process has gone much further than a ten-year provisory arrangement for the attainment of common objectives.

The Bologna process is becoming an institution. It is first an institution in its most formal meaning: the Bologna process designates an original organizational structure, functioning according to specific rules, and equipped with innovating coordination tools which will not perish but on the contrary enter a new life cycle in 2010. The Bologna Policy Forum, which met on the 29th April, will be the formal group that engages with the globalization of Bologna. This represents a further new expression of the institutionalization of Bologna.  leuven bologna policy forum

But it is also an institution in a more sociological sense. The Bologna arena has acquired value and legitimacy beyond the performance of specific tasks, it embeds and diffuses a policy vision which frames the representations and strategies of higher education actors of all over Europe, and catches the interest of students, academia, and HE experts world wide.

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“Fit For Purpose? “  Anne Corbett

The European Higher Education Area is the New Decade, has European Ministers responsible for higher education, declaring (para 24) that

[t]he present organisational structure of the Bologna Process is endorsed as being fit for purpose’.

You may think this to be a boring detail. However as a political scientist, I’d argue that this is the most theoretically and politically interesting phrase in the Communiqué. In policy making terms, the Bologna decade has been about framing issues, negotiating agendas, developing policies and testing out modes of cooperation which can be accepted throughout a Europe re-united for the first time for 50 years.

These are the sorts of activities typically carried out by experts and officials who are somewhat shielded from the political process. For a time they enjoy a policy monopoly (Baumgartner and Jones 1993 – see reference below).

In terms of policy effectiveness this is all to the good. The people who devote time and thought to these issues have to build up relations of trust and respect. They don’t need politicians to harry them over half-thought out ideas.

The Bologna Follow-up Group, which devises and delivers on a work programme which corresponds to the wishes of ministers, have produced an unprecedented degree of voluntary cooperation on instruments as well as aims (European Standards and Guidelines in Quality Assurance, Qualifications Frameworks, and Stocktaking or national benchmarking), thanks to working groups which recruit quite widely, seminars etc. Almost every minister at the Leuven conference started his/her 90 second speech with tributes to the BFUG.

But there comes a time in every successful policy process when political buy-in is needed. The EHEA-to-be does not have that. Institutionally Bologna is run by ministers and their administrations, technocrats and lobbyists. Finance (never ever mentioned in any communiqué) is provided by the EU Commission, EU presidencies and the host countries of ministerial conferences (up to now EU). Records of the Bologna Process remain the property of the ministries providing the secretariat in a particular policy cycle. “It works, don’t disturb it,” is the universal message of those insiders who genuinely want advance.

Students in the streets (as opposed, as Peter Jones’ entry reminds us, to those in the Brussels-based European Student Union) are a sign that a comfortably informal process has its limits once an implementation stage is reached. It is such a well known political phenomenon that it is astonishing that sophisticated figures in the BFUG are not preparing to open the door to the idea that an EHEA needs arenas at national and European level where ministers are answerable to the broad spectrum of political opinion. Parliamentarians could be in the front line here. Will either of the European assembles or any of the 46 national parliaments take up the challenge?

Baumgartner, F. and B. Jones (1993). Agendas and instability in American politics. Chicago, University of Chicago Press.

jason1Editor’s note: this guest entry was kindly prepared by Jason Baumgartner (pictured to the right) of Indiana University in the United States. Jason has worked for the Office of International Services at Indiana University since 1999.  He is the lead software developer of the iOffice application suite, which is a comprehensive immigration case management solution to enable staff to proactively assist international students and scholars in maintaining their lawful stay without interruption.  This software is utilized by international offices throughout the Indiana University system and is licensed to other universities throughout the country.  He is a member of NAFSA.  He developed the current algorithm and conducts the annual analysis (since 2000) for the NAFSA Economic Impact of International Students.  He has a Master’s in Information Science from Indiana University.

As regular readers of GlobalHigherEd will notice, this is another in a series of entries (see ’Measuring the economic impact of ‘export education’: insights from New Zealand‘; Making sense of the economic contribution of international students in Australia (up to 2008)) that attempt to shed light on how countries calculate the economic impact (and ‘export earnings’) of foreign students.  I encourage you to read Jason Baumgartner’s entry below for its own sake, but also to begin comparing how the US (and this is really as close to an official view as one could get in the complex US higher education landscape) frames this issue in comparison to other countries, including New Zealand and Australia.

As I’ve noted before, we welcome guest entries on this issue from people studying the issue in any country, be they government officials, academics, consultants, or graduate students.  The issue of understanding the economic impact of foreign students is severely underdeveloped, with little reflection on how different analytical models (and associated assumptions) can generate very different findings.  Our thanks to Jason Baumgartner for his help in moving thinking about this issue forward.   Kris Olds

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NAFSA’s annual economic impact statements estimates the amount of money international students bring to the United States to support their education and stay.  For the 2007-2008 academic year it is estimated that international students contributed approximately $15.54 billion to the U.S. economy.   The following graph outlines the growth of this economic impact over the last 30 years:

NAFSA1

The economic impact is defined as the amount of money that international students collectively bring into the United States to pay for their education and to support themselves while they (and in some cases, their families) are here.

The methodology used to calculate the economic impact has been greatly refined over that last three decades with the current model in place since 2000.  The current algorithm in use was developed by Jason Baumgartner and Lynn Schoch at Indiana University – Bloomington’s Office of International Services.  The analysis of the dataset has been conducted each year since 2000 by Jason Baumgartner.

The goal of this economic impact formula is to use data already collected for other purposes to provide a reasonable estimate of the economic resources that international students import to the United States to support their education here each year.  The following figure outlines the algorithm:

NAFSA2

The data sets used for this analysis comes from the following two sources:

  1. The Institute of International Education annual Open Doors report, funded by the Department of State, provides numbers of foreign students at universities and colleges throughout the United States during the academic year.  In many cases, this data provide separate totals for undergraduate, graduate, and non degree students.
  2. Peterson’s provides cost figures for tuition, living, and miscellaneous expenses at U.S. institutions for the academic year.  In some prior years this information came from College Board.

The extensive data provided by these two sources (which collect it directly from surveys of the institutions involved) allow us to make our estimates sensitive to differences between institutions.  However, there are still areas where our estimates and formulas could be improved.  For example, we compute economic impact only for students reported in Open Doors.  Universities that do not provide information to the Institute of International Education are not represented.  Also, enrollment reports represent peak enrollment, and not necessarily enrollment levels throughout the year.

To estimate expenses we use tuition, fees, and living expenses estimates derived from Peterson’s data collected on surveys completed by institutions every year.  We try to make our calculations sensitive not only to differing costs at institutions, but differing costs for ESL students, undergraduates, graduate students, and students on practical training as follows:

  1. Undergraduates and English Language Programs: The number of undergraduate students at an institution is specified by Open Doors data.  Peterson’s data provide undergraduate tuition and fee amounts, on-campus room and board amounts, and miscellaneous expenses.  These categories are sometimes broken down into averages for international, out-of-state, flat rate, and in-state, students.  When multiple averages are available, we choose averages in the order given above.
  2. Graduate Students: The number of graduate students at an institution is specified by Open Doors data.  Peterson’s data provide graduate tuition and fee amounts, on-campus room and board amounts, and miscellaneous expenses.  If there are no differentiated graduate expenses provided by an institution in the Peterson’s data then the undergraduate expenses would be applied.
  3. Students on Practical Training: We assume these students earn enough in their U.S. jobs to pay living and educational expenses for the year, and so import no funds for their support.  Therefore, net economic impact of students in practical training is zero.

Economic impact of an international student equals tuition and fees, plus room and board, plus miscellaneous figured at 50 percent of room and board, less U.S. support.  We assume that spring enrollment figures are the same as the fall figures reported, that all students are enrolled full time for two semesters or three quarters a year, and that students live on campus for the full year.  The miscellaneous expenses, enumerated in Peterson’s data, average about 40 percent of room and board expenses.  We use a 50 percent figure as an approximation that includes all extra expenses except for travel.

The amount of U.S. support given to international students is calculated to subtract from the expenses in order to establish a greater sense of the export dollars flowing into the U.S. economy.  For this analysis the Open Doors survey is used; which asks schools to report the percentage of their students who are self-funded, the percentage who have U.S. source income, etc.  The U.S. support percentage includes funding from a U.S. college or university, the U.S. Government, a U.S. private sponsor or current employment.  For this analysis the percentages are calculated based upon the institution’s Carnegie classification and the academic career of the student.  For example, this process will differentiate the level of support between undergraduates and graduates at a particular research institution while it also differentiates between a baccalaureate classified institution from an associate’s classified institution.

This model represents the export dollars brought in to each institution, state, and the overall U.S. economy that can be tracked over time.  This provides a good measure for comparisons to other export data, such as data published by the Department of Commerce.  This estimate also takes into account any U.S. funding or employment the international students may be receiving in an effort to best represent these export dollars flowing into the U.S. economy.  This provides for an algorithm that identifies and estimates for this large U.S. export, provides a political argument for support of international education at both the national and university level, provides a trend of this data going back many years, and is very sound to hold up to the political nature of critiques of this statistical analysis.

There is no multiplier effect calculated within this analysis which may provide an even greater representation of the end result of these export dollars in terms of the additional revenue generated by the flow of these dollars throughout the overall U.S. economy.  Instead this model focuses on core export dollars as a result of international students studying within the United States.

For more information please refer to the NAFSA Data & Statistics.

Jason Baumgartner

QS Asia 3Today, for the first time, the QS Intelligence Unit published their list of the top 100 Asian universities in their QS.com Asian University Rankings.

There is little doubt that the top performing universities have already added this latest branding to their websites, or that Hong Kong SAR will have proudly announced it has three universities in the top 5 while Japan has 2. QS Asia 2

QS.com Asian University Rankings is a spin-out from the QS World University Rankings published since 2005.  Last year, when the 2008 QS World University Rankings was launched, GlobalHigherEd posted an entry asking:  “Was this a niche industry in formation?”  This was in reference to strict copyright rules invoked – that ‘the list’ of decreasing ‘worldclassness’ could not be displayed, retransmitted, published or broadcast – as well as acknowledgment that rankings and associated activities can enable the building of firms such as QS Quacquarelli Symonds Ltd.

Seems like there are ‘niches within niches within….niches’ emerging in this game of deepening and extending the status economy in global higher education.  According to the QS Intelligence website:

Interest in rankings amongst Asian institutions is amongst the strongest in the world – leading to Asia being the first of a number of regional exercises QS plans to initiate.

The narrower the geographic focus of a ranking, the richer the available data can potentially be – the US News & World Report draws on 18 indicators, the Joong Ang Ilbo ranking in Korea on over 30. It is both appropriate and crucial then that the range of indicators used at a regional level differs from that used globally.

The objectives of each exercise are slightly different – whilst a global ranking seeks to identify truly world class universities, contributing to the global progress of science, society and scholarship, a regional ranking should adapt to the realities of the region in question.

Sure, the ‘regional niche’ allows QS.com to package and sell new products to Asian and other universities, as well as information to prospective students about who is regarded as ‘the best’.

However, the QS.com Asian University Rankings does more work than just that.  The ranking process and product places ‘Asian universities’ into direct competition with each other, it reinforces a very particular definition of ‘Asia’ and therefore Asian regionalism, and it services an imagined emerging Asian regional education space.

All this, whilst appearing to level the playing field by invoking regional sentiments.

Susan Robertson

PavelZgagaEditor’s note: this guest entry is by Pavel Zgaga, Professor, Faculty of Education, University of Ljubljana, Slovenia. Pavel began his academic career at the University of Ljubljana in 1978. In 1990-92 and 2001-2004 he was a member of the University Senate; in 2001-2004 he was Dean of the Faculty of Education. He is Director of the Centre for Education Policy Studies, a R&D institute of the University of Ljubljana established in 2000. In the 1990s, in the period after political changes in Slovenia, he was engaged for several years in the Slovenian Government. In 1992-1999 he was State Secretary for Higher Education. In 1999-2000 he was Minister of Education and Sports. He was also the head of the working group “Education, Training and Youth” in the negotiation process for Slovenian accession to the EU (1998-1999). On behalf of Slovenia, he signed the Lisbon Recognition Convention (April 1997) and the Bologna Declaration (June 1999). After his return to university he has remained closely connected to the Bologna process.  In the period 2002 – 2003 he was the general rapporteur of the Bologna Follow-up Group (Berlin Report) while in the period June 2004 – June 2005 he was a member of the Board of the Bologna Follow-up Group. He also the author of Looking out: The Bologna Process in a Global Setting (2006) and Higher Education in Transition: Reconsiderations on Higher Education in Europe at the Turn of the Millenium (2007).

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The end of April was again very important for the emerging European Higher Education Area (EHEA): the sixth ministerial conference of the 46 Bologna countries was held in Leuven and Louvain-la-Neuve, Belgium. Yet, we are not going to discuss its outcomes (though we will briefly discuss the Leuven/Louvain-la-Neuve Communiqué later), but the “background” lead-up to the conference. In this context, April was not only an important but also a productive month: productive in terms of reports, surveys and analyses on the Bologna Process and higher education in Europe in general which really deserve some attention. Most of them are available at the official Bologna website.

First of all, there is a traditional – and official – 2009 Stocktaking Report (the third in line since 2005), this time on 100+ pages and focusing on progression of the new degree system implementation across Europe, quality assurance, recognition and mobility issues as well as at the “EHEA in a global context” and Bologna “beyond 2010”.

The Stocktaking Report is again accompanied by a Eurydice study Higher Education in Europe 2009: Developments in the Bologna Process.

Within a package of “official Bologna” reports we can also find – now for the first time – a comprehensive study with Key Indicators on the Social Dimension and Mobility provided by Eurostat and Eurostudent (commissioned at the previous London 2007 Conference, and the source of the map pasted in below).

BolognaMapThere are a number of other interesting reports, mainly from various Bologna working parties but we simply can’t check all of them at once. Perhaps we should add a new Eurobarometer Survey (No. 260) on Students and Higher Education Reform which provides very interesting insights on basis of responses from 15,000 randomly-selected students from 31 European countries.

With previous Bologna biannual conferences we learnt that reports and surveys provided by two leading “Bologna partner organizations” – the European University Association (EUA) and the European Students’ Union (ESU) – are always very instructive and may also bring very critical comments. Yet, this year there is no “Trends” report. The fifth one was presented at the London Conference in 2007 and the sixth is planned only for the next conference (to be hosted jointly by Vienna and Budapest in 2010) which will officially declare that the Bologna train has reached its main station and that the EHEA is “finally constructed”. However, in April EUA published another survey, Survey of Master Degrees in Europe (by Howard Davies) which is extremely interesting with its findings about the implementation of the Bologna “second cycle”. On the other hand, a new volume of the Bologna With Student Eyes 2009 report – a presentation of student views on ongoing European higher education reforms – was produced again by ESU.

At this point, a list of new publications is not exhausted at all. We will mention only one more – a monograph which fully deserves not only to be mentioned here but to be taken into a serious consideration. There is a special reason: it is a non-Bologna Bologna study. It is not the “independent review” which the Process put on its agenda for the next year; in Europe it was received in a rather unexpected way. As its author says openly, the title of his monograph “is a deliberate play on the title of the biennial reports on the progress of Bologna produced by the European Students’ Union”: it is The Bologna Process for U.S. Eyes by Clifford Adelman (2009, IHEP) which has been already discussed in GlobalHigherEd by Anne Corbett (see ‘A European view of the new Adelman report on the Bologna Process‘).

Reading Adelman “essay”, as he also calls it, we soon notice that it is more than just a play on the title “intended to pay tribute to student involvement in the massive undertaking that is Bologna”. It is obviously also “a purposeful slap at both former U.S. Secretary of Education, Margaret Spellings’ Commission on the Future of Higher Education and the U.S. higher education community in its response to the report of that commission— neither of which involved students in visible and substantive ways, if at all.” Even more than that, no attention whatsoever was paid in the Spellings’ initiative to developments in European higher education and the Adelman’s conclusion is simple: “Such purblind stances are unforgivable in a world without borders”. Therefore, there is a clear “polemic side of this essay” as we can read in the concluding part of his essay.

This side is, most probably, intended “for U.S. eyes” only. However, when reading Adelman’s essay in the atmosphere of the last Bologna Conference I was really surprised how gentle its melody may sound to “European ears”. One should not forget that both the Sorbonne and the Bologna Declaration contain – besides other important elements – some hidden resentment about the global standing of American higher education, indicative in comments like “Universities were born in Europe”, the stressing of “a world-wide degree of attraction equal to our extraordinary cultural and scientific traditions” and a continuous call that European higher education should increase its “international competitiveness”.

Ten years after the Bologna initiative was raised it is really fantastic for European ears to listen to sentences like this one: “While still a work in progress, parts of the Bologna Process have already been imitated in Latin America, North Africa, and Australia. The core features of the Bologna Process have sufficient momentum to become the dominant global higher education model within the next two decades.” It is not a matter of politeness; there are arguments for such a statement.

zgaga-coverIn fact, it is indeed surprising that such a long time was needed to receive a real response from across the Ocean, from the US. In 2006 when I was working on a study on the “External Dimension” of the Bologna Process (see Looking out: The Bologna Process in a Global Setting) it was already obvious that “echoes” were emerging from all over the world – but not from the US. Referring to Margaret Spellings’ Commission Draft Report I wrote: “Surprisingly, from a European perspective, and probably from a non-American perspective in general, the document does not make any detailed reference to the issue of internationalisation and globalisation of higher education, which is high on agendas in other world regions!” However, on the other side it was already possible to listen to first warnings coming from academic people. I remember Catharine Stimpson who said at the ACA Hamburg conference (Germany) in Autumn 2004: “Ignorance is always dangerous, but the United States ignorance of the Bologna Process – outside of some educational experts – may be particularly dangerous.”

Much has changed within only one year (not only in higher education) – and this change should be now reflected upon, including on this side of the Ocean. We remember Adelman’s previous study (The Bologna Club: What U.S. Higher Education Can Learn from a Decade of European Reconstruction, May 2008) which perhaps already made Bologna more popular in US, but what came as really surprising news for many people in Europe was information about Lumina Foundation plans (in association with the states of Indiana, Minnesota, and Utah) to establish study groups to examine the Tuning process (see Susan Robertson’s entry ‘Tuning USA’: reforming higher education in the US, Europe style‘ on this issue, as well as this Lumina press release).

I have been personally involved in the “European” Tuning process: it has been a truly excellent experience in international collaboration. Adelman is right: if you are working in a group of, say, 15 colleagues who speak 12 different languages and are coming from 15 different academic, cultural, political, economic, etc., environments, then you are really privileged. This has been an extremely productive way of modernizing our institutions, our courses and our work with students. Since colleagues from Latin America and Caribbean joined Tuning, since Tuning was spread also to Central Asia etc., our common privilege has been only increasing. But it should be made clear: the success of Tuning is not because of a supposed “European win” in the “international competitiveness game”; this would be too simplistic a conclusion. In the globalising higher education of today we need partners, as many as possible. Not only to learn new ideas from them but also to watch your own face in mirrors they can offer you. Therefore: Indiana, Minnesota, and Utah – welcome!

Adelman aims at clarifying “for North American readers, what Bologna is and what it is not”; however, it seems to me that results of his work are broader and that they can generate new ideas not only with American but also with European and, hopefully, global readers as well. (Last but not least: it could be read as a useful ‘textbook’ also for Europeans.) Yet, not in the same line for all; contexts are obviously different. He urges Americans “to learn something from beyond our own borders that just might help us rethink our higher education enterprise” but also gives a mirror to Europeans enabling them to leave working on implementation aside for a moment and to reflect upon what they have been doing so far and where are they going now.

At this point we are back in post-April 2009 Europe. In their Communiqué, Ministers shifted the landmark from Bologna 2010 to Bologna 2020. Its very first sentence makes us realise that the story is not finished. “In the decade up to 2020 European higher education has a vital contribution to make in realising a Europe of knowledge that is highly creative and innovative.” Of course, “over the past decade we have developed the EHEA”; there is no doubt that “greater compatibility and comparability of the systems of higher education” has been achieved and that “higher education is being modernized” but “not all the objectives have been completely achieved” and, therefore, “the full and proper implementation [...] will require increased momentum and commitment beyond 2010.”

StocktakingCoverReports and surveys produced and presented in Leuven/Louvain-la-Neuve give additional insights. When one has to mark – in a complex situation like this one – a further way on, it is not so important to factor in has been already been left behind. The real question is a vague path and possible crossroads in the foreseeable future. The 2009 Stocktaking Report openly admits that the deadline to have completed the implementation of National Qualifications Frameworks by 2010 “appears to have been too ambitious” (the Communiqué postponed this task “by 2012”) and that “there is not enough integration at national level between the qualifications framework, learning outcomes and ECTS”. Similarly, “a learning outcomes-based culture across the EHEA still needs a lot of effort, and it will not be completed by 2010”. These deficiencies warn that tasks have been taken perhaps in too formal a manner and that there is quite a lot of further work which demands a conceptual and not only “technical” expertise.

On the other hand, there are a lot of concerns with the employability of new Bachelor graduates after the Bologna first cycle. With regard to the Master – i.e., the Bologna second cycle – and the issue of employability, Howard Davies (EUA) made another crucial comment in his Survey of Master Degrees in Europe: “The Bologna three-cycle system cannot be said to be in place until this process is complete. In other words, until all 46 countries have evolved beyond the position in which the Master is the sole point of initial entry into the market for high-skilled labour.” In short: “the definition of the Bologna Master awaits the full fleshing out of the Bologna Bachelor.”

Of course, students (i.e., ESU in their Bologna With Student Eyes 2009) raise this issue even more critically: “inadequate understanding of the purpose of these reforms has negatively affected students, pressuring them to follow longer periods of study in order to reach a position of sustainable employment”. They are “impatient” as students should be: “Although processes appear to be moving in the right direction, they are doing so at something of the pace of a snail.” They complain on “the level of ‘divergence’ in the perceptions of national ministries, higher education institutions and students themselves”. Their report starts with “Repetition is deeply dissatisfying” (meaning that there is often not much difference between their critical statements of this year and of previous reports) and this is good: students are still here to push rectors and ministers forward.

In their Communiqué Ministers strived to pour some new fuel for the next period. They decided to amend, a little, the organisational structure. In the future “the Bologna Process will be co-chaired by the country holding the EU presidency and a non-EU country”. Thus, the first of the missing elements that Anne Corbett warned about just few days before the last conference (Bologna as “modelled on the EU Presidency system […] excluded 19 countries”; The Guardian, 21 April) seems to be settled, at least partly. On the other hand, in the most ambitious sentence of the Communiqué they set a new mobility target: “In 2020, at least 20% of those graduating in the EHEA should have had a study or training period abroad.” This is absolutely great; however, some more ambitious targets would not harm the future “beyond 2010”.

But it is necessary to warn also about new targets: “Repetition is deeply dissatisfying” students may say. “Action lines” in policy documents necessarily request implementation – and implementation is the really hard job. However, are the open questions about Bologna close to its goal line (2010) just about its “full implementation” – or are they more than that? I would opt for the later: implementation of a given principle always comes into trouble when it is taken just as a matter of a “technique”. What is needed for its “full implementation” – e.g. during the next decade – it is a strong momentum, a (new) vision which hits at the heart of reality. Do we have it?

Bologna has produced world-wide attention and, perhaps, its new momentum and its new vision could also start from this source. Forgetting this fact would be unforgivable in a world without borders: in Europe as well as in the US or any other global region.

Pavel Zgaga

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