THE URBAN RURAL DISTINCTION
A database of all the schools in South Africa was given to us by Mr Mahlaela in the National department of Education. In this database, schools had been classified as urban or rural. I have included in an appendix the History and Mathematics results for the Paper 1 Standard grade broken down by languages and by location (urban or rural). It would seem that the Urban students do slightly better than their rural counterparts as the following September Standard Grade Paper 1 results show:
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Urban
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Rural
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Mathematics
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19 %
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16 %
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History
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34 %
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22 %
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Again no significant difference was noted between the experimental and control groups for either the urban learners or the rural learners.
In order to respond to this question, it is necessary to take note of the following linguistic issues:
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The role of language in educational development
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The linguistic dimensions of translation
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The linguistic dimensions of terminological development
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The requirements of text design
Additionally, it is necessary to survey the experiences of assessment practices in similarly bi- or multilingual communities abroad, that is: accommodation strategies for the assessment of examinees with limited proficiencies in the languages of assessment.
The purpose of this chapter is to deal with these matters.
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The role of language in educational development
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Introductory remark
It is generally accepted that language is a fundamental factor in educational development. This can be clearly demonstrated with reference to research findings on the role of language in the achievement of examinees who are less proficient in the language of the exam: the poorer his/her proficiency in this language, the poorer his/her performance5 (see Abedi, 2004; Abedi, J. & Dietal, R., 2004; Abedi, J. & Lord, C., 2001; Abedi, J., 2001; Abedi, J., 2004; Abedi, J., Hofstetter, C., & Lord, C., 2004; Escamillaq, K., Mahon, E., Riley-Bernal, H. & Rutledge, D., 2003; Garcia, O. & Menken, K., 2006; Garcia, 2003;.Gutiérrez et al, 2002; Menken, K., 2005; Rivera & Stansfield, 1998; Webb, 2002a; and Williams, 1993a, 1993b, 1996).6 Abedi (2002: 246), for example, shows empirically that learners’ proficiency in the language of the exam has a greater impact on learner performance than, even, family income and parent education. Using statistically sophisticated analytical techniques, Abedi (2002: 249) demonstrates that learners’ language background factors had a “profound effect on their assessment outcomes” and that “complex language in content-based assessment for non-native speakers of English may reduce the validity and reliability of inferences drawn about learners’ … knowledge”. The negative impact of language on exam performance was established in the case of both language subjects and content subjects. In Mathematics and Science it was also evident where test items (exam questions) required reading (that is, made a higher language demand, as in the case of using concepts, estimating, problem-solving, etc.). In the case of non-native speaking learners/examinees, exams and tests therefore do not only assess subject knowledge (as they should do, and do indeed do in the case of native speakers of the exam language), but also “assess” linguistic competence, that is: two issues are being tested in the case of LEP learners, whereas only one issue is tested in the case of native speakers of English: their subject knowledge. This is clearly unfair.
Language can therefore be a discriminatory and exclusionary factor in the assessment of learners’ knowledge and skills, which means that, in the case of limited language proficiency examinees, the exams may be unfair and disregard the principle of equity, with the result that examinees’ performances in such cases are not valid or reliable reflections of their knowledge and abilities (and the results obtained in such situations are not comparable between examinees and therefore cannot, in justice, be used for classifying or placing learners for the purposes of employment or further education).
In the case of South Africa, the learners most affected by the use of a non-primary language as exam language are the same learners who were disadvantaged under the former regime. If these students are not appropriately accommodated for the impact of the language factor, they will remain poor achievers and continue to be disadvantaged.
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Education as skills development and the fundamental role of language
Educational development is concerned with the acquisition of knowledge (“content”), with integrating new knowledge into existing bases of knowledge, with acquiring the rules that govern the storage and retrieval of information, with understanding the processes and principles of a particular field of learning, with grasping scientific and scholarly concepts7 and learning the (technical) terms for these concepts, and with using these concepts and principles to solve problems. Educational development also means being able to collect information/data, undertake its analysis and interpretation, and to use the information in problem-solving. It means to learn to discover patterns and rules, to reason, to identify a scientific fact, to test (to refute or to validate) a proposition, to identify, construct and evaluate scientific arguments, to find plausible and coherent explanations for phenomena (construct theories), and to evaluate points of view and ideas critically. Acquiring expertise in a field of study implies operating at a high level of conscious, abstract and objective thought.8
In addition to cognitive and meta-cognitive skills, educational development is also directed at the development of affective skills (such as respect for knowledge, professional integrity and a sense of self-confidence), and the development of social skills, such as the ability to communicate and co-operate with significant others, to work in teams and to communicate cross-culturally effectively. Equally important is the development of an academic personality, self-confidence and self-esteem, and value systems, beliefs and perceptions.
These high-level cognitive, affective and social skills do not generally develop in a “spontaneous” way. They develop in a systematic and guided way, and they develop through extensive interaction with learning materials and teachers. As Hernandez (1993:356) points out, cognitive and meta-cognitive skills (as well as affective and social skills) are acquired “through social interaction (with lecturers) where comprehensible communication occurs and active awareness of these comprehension problems and problem-solving strategies is demonstrated (by the teachers)”. Children learn, says Hernandez, “when they are engaged in social learning activities where communication and meaning serve central functions”.
The role of language (and verbal interaction) is probably even more significant in contexts of multilingualism and cultural heterogeneity. In South African education learners, educators, curricula, learning material and teaching and learning approaches possibly come from social worlds that differ significantly, especially in the sense of having different values, norms, behaviour patterns, and so forth. These differences could imply situations of conflict, resulting in experiences of alienation and insecurity. In cases such as this, language plays an important mediatory role (see Webb, 2000).
Given the central role of verbal interaction in the learning process, the development of all these skills is clearly (at least co-) dependent on language.
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The complexity of language knowledge
In considering the role of language in formal assessment, especially in the case of LEP learners, it is necessary to keep a number of basic aspects of language knowledge in mind.
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Language knowledge is a very complex entity
“Language proficiency” or “knowing a language” implies far more than “simply having learnt a few basic grammar rules and vocabulary items”. Knowing English, especially for the purpose of writing an exam or a test requires:
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grammatical knowledge: the ability to encode and decode rather complex morphological and syntactic structures and a knowledge of rather high-level words, such as describe, explain, draw conclusions, provide reasons
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textual knowledge, e.g. understanding exactly what is expected by a question or an instruction, how to develop and present an adequate response (write an appropriate answer in an exam)
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functional knowledge, e.g. the ability/skill to perform particular academic functions in language/English, such as defining, comparing and explaining
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sociolinguistic knowledge, e.g. the appropriate way of referring to issues in formal contexts
Knowing a language also implies the ability to use it for conveying meaning (information) between sender and receiver. In this regard it is important to keep in mind that a verbal text (e.g. an exam instruction or question) is not a “self-sufficient whole”, meaning that the text generally does not contain all the information (meaning to be conveyed) a sender wants to convey to a reader. Readers have to construct these meanings from the text, and to do so they make use of all sorts of contextual information (relating, for example, to the situation in which the verbal interaction occurs, who the sender is and what his/her attitudes, expectations, etc. are, what their mutual relationship is, the socio-cultural context and background knowledge). The “meanings of texts” are therefore negotiated by receivers and senders. In an examination context, of course, the “negotiating meaning” takes place in a one-way channel and in a context-reduced (very few contextualisation cues, no possibility of negotiating meaning with the sender – the examiner) and cognitively-demanding situation (high level of abstract thought). Effective communication in a formal high-level situation such as an exam is thus a challenging task, requiring considerable linguistic skill from both sender (examiner and examinee) and receiver.
Many scholars have stressed the complexity of the verbal interaction process. Von Glasersfeld (1995:41),9 for example, discusses the “subjectivity in the construction of linguistic meaning”, pointing out that “it is no longer possible to maintain the preconceived notion that words convey ideas or knowledge and that the listener who understands what we say must necessarily have conceptual structures that are identical with ours. Instead we come to realise that understanding is always a matter of fit rather than match”. Bell and Freyberg (1985 in Moji 1998:15) again, discusses the construction of a message as follows:
… when a teacher teaches, his/her intended message is not automatically transferred to the minds of the pupils. Instead, each pupil constructs his/her own meaning from a variety of stimuli including words read or heard. The meanings constructed depend, amongst other things, on how pupils cope with the language the teacher uses in instruction. If the language used includes unfamiliar words, unexplained in the pupil’s language, comprehension of what is taught will be obstructed.
Jackson and Ze Amvela (2000:53), again, point out that
“the words we use are never completely homogenous in their meaning: all of them have a number of facets or aspects depending on the context and situation in which they are used and also on the personality of the speaker using them”
and Lewis (1990:10) warns against taking the language usage of others at face value:
If we neglect the semantic history of a word we shall be in danger of attributing to ordinary speakers an individual semantic agility which in reality they neither have nor need. It is perfectly true that we hear very simple people daily using several different senses of one word with perfect accuracy – like a dancer in a complicated dance. But this is not because they understand either the relation between them or their history. … Memory and the faculty of imitation, not semantic gymnastics, enable him to speak about sentences in a Latin exercise and sentences of imprisonment, about a cardboard box and a box at the theatre. He does not even ask which are different words and which have merely different senses.
In would seem wise that Science teachers, in particular, take note of this warning and acknowledge that learners do not necessarily realise that there is a difference between “the force of the storm broke the windows” and “the force on the lever caused movement”.
Finally, Jackson and Ze Amvela (2000:59) point out that “one meaning cannot always be delimited and distinguished from another, it is not easy to say without hesitation whether two meanings are the same or different. Consequently, we cannot determine exactly how many meanings a polysemous word has”. They warn that the “lack of boundaries” between meanings is even more problematic for abstract phenomena, which involve (Jackson and Ze Amvela, 2000:53) “distinctions that are largely imposed, because they have no concrete existence without the linguistic form used to refer to them. For example while speakers may point at an object to specify the particular shade of green they have in mind, they would have no such alternative in order to specify the particular aspect of the word equality which they have in mind”.
In the case of LEP learners it is clearly of the utmost importance that these facets of language knowledge and language use be kept in mind, both as regards the setting of papers/evaluating exam scripts and in the translation of exam instructions and questions.
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The need to distinguish between the skills needed for using language for social interaction and those needed for academic purposes
Jim Cummins, the Canadian educational linguist, distinguishes between “basic interpersonal communication skills” (BICS) and “cognitive academic language proficiency” (CALP). CALP, the type of proficiency required for effective participation in teaching, learning and the management of formal assessment situations, such as exams, consists of a knowledge of morphological and syntactic structures not usually found in everyday speech, low frequency words, academic vocabulary and technical terms. The type of language knowledge referred to as BICS is clearly not adequate for educational development. Given the requirements for cognitive academic language proficiency it is clear that most LEP learners in South Africa will struggle to cope with the demands of both the classroom and examinations.
The extent of this problem becomes clearer if one considers the following scenarios:
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The average first-language adult speaker of English has between 12 000 and 15 000 words at his/her disposal and an educated person has an average vocabulary of about 23 000 words at his/her disposal (Crystal 1988:44). According to Crystal (1988), the 1984 edition of the McGraw-Hill dictionary of scientific and technical terms contains about 98 500 terms and more than 20 000 of these terms are considered to be “fundamental” to the understanding of the life sciences alone by the editors of the McGraw-Hill dictionary of the life sciences. Considering the vast discrepancy between the vocabulary available to a first-language English speaker and the enormous body of vocabulary which experts regard as “fundamental” when studying a science course, it is not difficult to understand why novice, second-language learners in any scientific field would have trouble in understanding the terminology used in that field (Wandersee 1988:97).
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Pinto (2001: 220) argues that by far the highest perceived barrier to communication in school classrooms is “vocabulary and terminology”.10 As regards non-technical vocabulary, Block mentions research conducted by Mogodi and Sanders (1998 in Block 2002) who tested Standard Eight (Grade Ten) pupils’ understanding of scientific and everyday English words. They found that only 20% of the pupils understood the terms coincide, complex, excess, influence and sequence, while only 10% of the pupils understood the words accumulation, abundance and devise. Cassels (1980, cited in Block 2002), also, showed that second-language learners have a “much poorer understanding of non-technical terms than did their counterparts who were L1 [first language] English speakers”. Sithole (in Bird & Welford 1995:389) reported similar findings among second-language English speakers in Zimbabwe, giving examples such as omit, correspond, standard, limit and fact. He demonstrated that these words caused difficulty in the target learners. David Layzer, a professor at Harvard University, made much the same observation about Introductory Physics: the problem for the beginning learner, he says, is not so much one of learning definitions of new words like enthalpy but of learning what scientists mean by apparently familiar words like particle and wave (Lipson 1992:91-92). Several other studies (Gardner (1972), Cassels and Johnstone (1983a, 1983b), Donovan (1997:381), and Ryan (1985, cited in Wandersee 1988:97) confirm that learners have problems in understanding “non-technical” or common words which often have more than one highly specific technical meaning. It appears from a study by Cohen et al. (cited by Carrell et al. 1988:152) that teachers often concentrate on the technical vocabulary when they attempt to facilitate the comprehension of second language speakers, when it was found, in fact, that non-technical terms present more of a problem to learners. Tendencia (1999 in Block 2002) has examined textbook vocabulary in Brunei and has discovered that Grade 4 and 5 children most often mention the words describe and observe as being difficult for them to understand. (See also the research conducted by Gardner (1971, 1972, 1974, 1980, cited in O’Toole 1996:119) and Cassels and Johnstone (1980 cited in O’Toole 1996:119) in Papua New Guinea, Australia, the Philippines and Britain.) Specific examples of words that Sithole examined were omit, correspond, standard, limit and factor. He demonstrated that these words caused difficulty in the target learners.
A related problem is the use of common words as technical terms. Amosun and Taho (2002, in Block 2002) found that learners had difficulties when dealing with words such as activity, force, action, power and strength, and Ryan (1985 in Block 2002) argues that learners who hear familiar words may assume that they know the meanings and not realise that they are being used in a different context.
Technical terms as such are obviously problematic11, as Amosun and Taho (2002:III-9 cited in Block 2002) showed, pointing out that Technikon learners understood only 41.46% of the 530 science and technology words on which they were assessed. Ryan (1985 in Block 2002), furthermore, points out that science terms can have multiple and conflicting meanings and are “multivalent terms”. The term cell, for example, has different meanings in Biology, Meteorology, Chemistry, Mathematics and Nucleonics. She suggests that if we fail to make a conscious effort to point out such conflicting meanings, we should not be surprised if many learners become confused and think science is too difficult for them. Novak (1977, in Wandersee 1988:99) asserts that “[m]any scientific terms are context-dependent, and we must help students notice contextual clues”.
It is clear from Moji (1998) that few terms meaning “energy” and “speed” exist in Sesotho. In his interview, Moji points out that there is only one word (lebelo) for the concepts “speed”, “velocity” and “acceleration” and only one word (mantla) for the concepts “energy”, “force”, “power” and “momentum”. Moji’s interview was conducted with a teacher who was a subject advisor in the Free State highland region and had been a Physical Science senior primary schoolteacher for sixteen years (Moji 1998:258). In another interview with a senior learner whose first language is English, it became apparent that the terms “force”, “power” and “energy” are also problematic for first language speakers (Moji 1998:258). For both scientists and language practitioners, it should therefore be no surprise when second language English speakers have language problems in the science classroom.
In research conducted in 1996, Sanders and Sebego (in Moji 1998:35) noted that learners experienced language problems because the Setswana terms which were used in their subjects had a number of English equivalents. In addition, Moji (1998:35) cites research done by Grayson (1996), who warns that since learning Physics is difficult even for mother tongue learners who come from a technologically advanced background, learning about Physics concepts is much more difficult for learners with a limited scientific vocabulary studying in a second language.
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The language political context in South Africa
In order to evaluate the effectiveness or value of bilingual exam papers, one also has to consider the language political context, that is, issues such as language-in-education policy and practice and the social meaning of languages and language attitudes. These issues obviously have an impact on language choice (particularly in high-function formal contexts, such as learning and teaching, and writing exams) and language behaviour.
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LiEP and /practice
As is generally known, English is the major LoL/T in South Africa, and is the only LoL/T in secondary schools for black learners (possibly with a small number of exceptions, where black learners opt for Afrikaans as LoL/T).
In urban schools, particularly the so-called model C schools, this language policy choice is probably not educationally problematic (though it may be socio-culturally problematic) since many of the black learners in these schools probably have a reasonably adequate English language proficiency. However, in semi-urban/township schools and, particularly in rural schools, the use of English as LoL/T poses a serious obstacle to both learning and learners’ demonstration of their knowledge, understanding and subject skills. The fact is that black rural and township learners generally have an inadequate proficiency in English. This is borne out by the results for the English First Additional Language (Higher Grade) results in the final 2006 November exam of learners in the 48 schools involved in the DoE project. The average mark for paper 1 was 25.3% and for paper 2 was 23.4%. (See also research conducted on behalf of PanSALB in 2000, which found that only 22% of the 2016 respondents involved were able to follow government speeches in English. Also Webb 2002a, 2002b and 2002c.See Webb.) If one further considers the linguistic complexity of exam papers (noting, in particular, the examples of complex English words and morphological and syntactic structures from the exam papers involved in the research project in par. 11 below) the difficulty that learners must experience in the exams seems extremely evident.
An interesting, though quite disturbing, aspect of this issue is the fact that many black learners totally overestimate their proficiency in English. An illustration of this can be provided from the following responses to a questionnaire on first-language proficiency, which formed part of a research project on language issues in a Tshwane college for Further Education and Training, administered to 266 respondents (N1 level, equivalent to Grade 10 learners):
90.7% of Grade 10 respondents in this project indicated that they could write English “very well” or “well”; 92% for speaking; 99.8% for reading; 90.7% for writing; and 91% for understanding).
These responses were compared with their actual writing ability (writing on the topic of an accident at school). The following examples come from their essays:
When we approaches the steps
There was so many people try to get their class
With English we could all be able to agree with the language
I don’t know it meaning that I can hear you but I can reply you the way you want me to cause I have lack of commicating in English
I will happy with the manager her us
This days the bosses at work are whites and you cannot talk with them on your own mother tongue
Source: Webb, Vic. (comp.)
CentRePoL Report to the Swiss Development Agency:
If one considers the discussions in par. 2.3.2 above of the English language proficiency of rural and township black learners in SA, it is clear that the use of English as LoL/T can only have disastrous consequences.
The English-only practice in SA schools is not only unequal/discriminatory, unfair and less-reliable in the assessment context, the elimination of learners’ L1 also has profound and negative educational consequences, for instance in the sense that the general acquisition of knowledge and skills is restricted, that English literacy is seriously inhibited, that the resources learners bring to school (experiences, views, beliefs, but also linguistic resources) are ignored and not utilised, and that meaningful co-operation between the school and the community/parents is constrained. (As regards California, Gutierrez et al, 2002, describe the effect of the English-only policy and practice on particularly poor children as “devastating”.) Garcia and Menken (2006:172), again, write: “The harsh English-only language policy in school (read ‘language policy practice’ for SA) create linguistic discontinuities between home and school, between children and parents, and between modes of language use in individual children (they can, for instance, speak their primary language, but can’t read or write it)”
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Role of African languages
The likely affect of translating exam papers in the African languages is co-conditioned by examinees’ proficiency levels in and attitudes to these languages.
In this respect, the following aspects need consideration.
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Learners do not seem to be adequately proficient in their first or primary languages. This is apparent from respondents’ own ratings of their proficiency levels in the research project mentioned above:
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