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КУРС СОВРЕМЕННОГО ПРОФЕССИОНАЛЬНО-ОРИНТИРОВАННОГО

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ФЕДЕРАЛЬНОЕ ГОСУДАРСТВЕННОЕ АВТОНОМНОЕ
ОБРАЗОВАТЕЛЬНОЕ УЧРЕЖДЕНИЕ ВЫСШЕГО ОБРАЗОВАНИЯ
«КРЫМСКИЙ ФЕДЕРАЛЬНЫЙ УНИВЕРСИТЕТ
ИМЕНИ В. И. ВЕРНАДСКОГО»
К.А. Мележик
КУРС СОВРЕМЕННОГО ПРОФЕССИОНАЛЬНО-ОРИНТИРОВАННОГО
АНГЛИЙСКОГО ЯЗЫКА: УРОВНИ С-1/С-2
УЧЕБНИК
для обучающихся по основным профессиональным образовательным
программам магистратуры
Симферополь
2021
Рекомендовано к печати учебно-методическим советом Института филологии
(структурное подразделение) ФГАОУ ВО «Крымский федеральный университет
имени В. И. Вернадского» от «17» июня 2021 г., протокол № 3.
Рекомендовано к печати учебно-методическим советом ФГАОУ ВО
«Крымский федеральный университет имени В. И. Вернадского» от «17» июня 2021
г., протокол № 11.
Печатается по решению Ученого совета ФГАОУ ВО «Крымский федеральный
университет имени В. И. Вернадского» от «02» июля 2021 г., протокол № 12.
Рецензенты:
Петренко А.Д., д. филол. наук, профессор (ФГАОУ ВО «Крымский
федеральный университет имени В. И. Вернадского»)
Бухаров В.М., д. филол. наук, профессор (ФГБОУ ВО «Нижегородский
государственный лингвистический университет имени Н. А. Добролюбова»)
Мележик К.А. Сomprehending and analyzing domain-oriented texts. Курс
современного профессионально-ориентированного английского языка: уровни
С-1/С-2. Учебник на английском языке. — Симферополь, 2021. — 16 п.л.
Учебник предназначен будущим специалистам различных направлений для
развития умений и навыков междисциплинарной англоязычной коммуникации в
актуальных областях, представляющих не только специальный, но и общенаучный,
социально-культурный интерес. Это усовершенствованный курс предметноориентированного английского языка (ПОАЯ), как для аудиторного усвоения под
руководством преподавателя, так и для самостоятельного анализа и обработки специальной
литературы.
Учебник построен из 20 уроков, содержащих общенаучные тексты
междисциплинарной тематики, сопутствующие им упражнения и задания по развитию
навыков интенсивного и экстенсивного чтения, структурно-логического и лингвокультурного анализа, реферирования, аннотирования и презентации.
Каждый из 20 уроков включает текст для интенсивного чтения с преподавателем,
текст для самостоятельного экстенсивного чтения, инструкции по обработке текста и
контрольные задания. Тексты распределены по семи блокам междисциплинарной
тематики: 1. Транснациональный английский язык как инструмент глобализации; 2.
Межкультурная коммуникативная компетенция; 3. Глобализация системы образования; 4.
Средства массовой коммуникации; 5. Международные экономические отношения; 6.
Социальное, биологическое и экологическое многообразие мира; 7. Международный
туризм. В каждом уроке предусмотрено выполнение двух аннотаций, рефератов или
презентаций.
Учебник завершается грамматическим Приложением, предусматривающим
прагматический обзор морфосинтаксических трудностей, с которыми сталкиваются
будущие специалисты в устной и письменной общенаучной и профессиональной
коммуникации.
В учебнике содержатся рекомендации по работе с научной литературой, обработке и
поиску научной информации, реферированию и аннотированию. В каждом из уроков
имеются задания по закреплению материала и упражнения для развития коммуникативных
умений и навыков. Учебник рассчитан на 40-80 часов занятий с преподавателем и 80-160
часов самостоятельной работы.
© К.А. Мележик 2021
KARINA MELEZHIK
COMPREHENDING AND ANALYZING DOMAIN-ORIENTED
TEXTS
English for interdisciplinary studies
A manual for undergraduate and postgraduate university students
ПОЯСНИТЕЛЬНАЯ ЗАПИСКА
Цели и задачи совершенствования английского языка (АЯ) на заключительном, этапе
университетского курса совпадают с целями и задачами междисциплинарной подготовки и
профессионального становления специалиста, т.е. АЯ постигается как форма, в которую облекается
специальное знание, в соответствии с условиями межнационального общения.
В основу учебника положен междисциплинарный подход, который учитывает многообразие
современного мира, включая диверсификацию вариантов транснационального АЯ или «английских языков
мира», многообразие форматов межкультурной
коммуникации,
глобализацию образования,
многоплановость социально-экономических отношений, международный туризм, биологическое и
экологическое разнообразие, взаимодействие направлений научных исследований.
Принцип
междисциплинарности реализуется в переходе от стереотипов традиционного анализа текста к контентноязыковому интегрированному изучению АЯ (Content and Language Integrated Learning – CLIL) в предметноориентированном коммуникативном контексте, т. е. содержание учебника интегрируется в предметную
сферу последующей общенаучной и межкультурной коммуникации.
В поисках общей платформы, на которой можно объединить различные подходы к изучению деловой,
организационной и профессиональной коммуникации на АЯ, мы обращаемся к принятому в когнитивной
лингвистике понятию домена, который представляет собой сферу (интересов), поле (деятельности), область
(знаний) – а domain is a particular field of thought, activity, or interest, especially one over which someone has
control, influence, or rights [Computer Desktop Encyclopedia].
Фактически, тот АЯ, о котором идет речь, это язык, ориентированный на определенные предметные
области. Он предназначен для выполнения функций, связанных с обменом любой информацией: в бизнесе,
по месту работы, в организационной и профессиональной сфере, в коммуникации, отражающей предметные
области социально-культурного разнообразия современного общества. Для обозначения контактного АЯ
межнациональной коммуникации, отражающей любые специализированные домены социально-культурного
разнообразия современного общества, мы используем номинацию «предметно-ориентированный
английский язык (ПОАЯ)», domain-oriented English (DOE). ПОАЯ/DOE осуществляет функцию контактного
языка, обеспечивающего потребности межнациональной и межкультурной коммуникации, т.е. служит
универсальным языком-посредником для людей, разделяющих интересы в какой-либо предметной сфере,
но не имеющих общности родного языка и национальной культуры.
Структура коммуникации на ПОАЯ/DOE соответствует а) открытому институциональному уровню
межорганизационного взаимодействия, и б) уровню интеграции транснациональной организации в
локальных гражданских сообществах
С учетом многообразия вариантов АЯ, студенты должны не только владеть языком на достаточно высоком
уровне – С1/С2 Международной классификации языковой компетенции, но и иметь представление о
диапазоне его функционирования, что обусловливает необходимость изучения специфики
коммуникативных контекстов, предусматривающих его постоянное использование.
Предлагаемый учебный комплекс состоит из 20 уроков, содержащих по два общенаучных текста
междисциплинарной тематики, сопутствующие им упражнения и задания по развитию навыков
интенсивного и экстенсивного чтения, структурно-логического и лингво-культурного анализа,
реферирования, аннотирования и презентации.
Каждый из 20 уроков включает текст для интенсивного чтения с преподавателем, текст для
самостоятельного экстенсивного чтения, инструкции по обработке текста и контрольные задания. Тексты
распределены по семи блокам междисциплинарной тематики: 1. Транснациональный английский язык как
инструмент глобализации; 2. Межкультурная коммуникативная компетенция; 3. Глобализация системы
образования; 4. Средства массовой коммуникации; 5. Международные экономические отношения; 6.
Социальное, биологическое и экологическое многообразие мира; 7. Международный туризм. В каждом уроке
предусмотрено выполнение аннотаций, рефератов или презентаций.
В первой части каждого урока совершенствуются навыки просмотрового, ознакомительного и изучающего
чтения, которые требуют различной полноты и точности понимания текста. Задания и упражнения,
развивающие навыки интенсивного чтения, направлены на ознакомление с тематикой, отраслевой
отнесенностью и основными информационными узлами текста и предполагают умение на основе
извлеченной информации кратко охарактеризовать текст с точки зрения поставленной проблемы.
Полученные умения и навыки должны быть реализованы в процессе самостоятельного экстенсивного
чтения профильных текстов, которые студент может найти во второй части каждого урока, где
предлагаются более расширенные тексты, ознакомительное чтение которых характеризуется умением
проследить развитие темы и общую линию аргументации автора, понять, в целом, 4/5 специальной
информации, чтобы составить реферат, резюме или презентацию содержания.
Предусмотрено логически и методически обоснованное введение специального материала,
результатом которого должно стать свободное, зрелое чтение и последующее использование информации в
профессиональной практике. Это обеспечивается последовательным формированием умений вычленять
опорные смысловые блоки текста, определять структурно-семантическое ядро, выделять основные мысли и
факты, находить логические связи, исключать избыточную информацию, группировать и объединять
выделенные положения по принципу общности, а также формированием навыка языковой интуиции и
прогнозирования поступающей информации.
Учебник содержит оригинальные тексты, отобранные из числа публикуемых в свободном доступе
Интернета англоязычных научных изданий, которые не налагают ограничения авторского права. Тексты
модифицированы и сокращены, но без какого-либо упрощения АЯ. Именно поэтому во второй части
каждого урока предлагается самостоятельно работать с текстами в области межкультурной,
транснациональной и междисциплинарной коммуникации, представляя индивидуальные отчеты
преподавателю.
Обучение различным видам языковой компетенции на основе интенсивного и экстенсивного чтения
осуществляется в их совокупности и взаимосвязи, с учетом содержательной специфики текста.
TABLE OF CONTENTS
INTRODUCTION
UNIT 1. CULTURAL AWARENESS IN INTERNATIONAL ENGLISH
PART 1. THE SKILLS OF INTENSIVE READING
Text 1-1. CULTURAL AWARENESS IN TEACHING AND LEARNING INTERNATIONAL
ENGLISH
PART 2. THE SKILLS OF EXTENSIVE READING
Text 1-2. CONCENTRIC CIRCLES MODEL OF WORLD ENGLISHES IN WORLD
CONTEXT
UNIT 2. LANGUAGE AS A PART OF A COMPLEX TOTALITY OF CULTURE
PART 1. THE SKILLS OF INTENSIVE READING
Text 2-1. INTER-CULTURAL COMMUNICATIVE COMPETENCE
PART 2. THE SKILLS OF EXTENSIVE READING
RELATIONS BETWEEN LANGUAGE AND CULTURE
Text 2-2. LANGUAGE AS A PART OF A COMPLEX TOTALITY OF CULTURE
UNIT 3 APPROACHES TO INTERCULTURAL COMMUNICATION
PART 1. THE SKILLS OF INTENSIVE READING
Text 3-1. APPROACHES TO INTERCULTURAL COMMUNICATION
PART 2. THE SKILLS OF EXTENSIVE READING
A NEW APPROACH TO A THEORY OF CULTURE
Text 3-2. A THEORY OF CULTURE AND INTERCULTURAL UNDERSTANDING
UNIT 4. CROSS-CULTURAL COMMUNICATION – THE NEW NORM
PART 1. THE SKILLS OF INTENSIVE READING
Text 4-1. CROSS-CULTURAL COMMUNICATION – THE NEW NORM
PART 2. THE SKILLS OF EXTENSIVE READING
THE ISSUE OF CULTURAL DIVERSITY
Text 4-2. INVESTING IN CULTURAL DIVERSITY AND INTERCULTURAL
DIALOGUE
UNIT 5. CROSS-CULTURAL ENGLISH AS THE MEDIUM OF EDUCATION
PART 1. THE SKILLS OF INTENSIVE READING
TEXT 5-1. INTERNATIONALIZATION OF UNIVERSITIES
PART 2. THE SKILLS OF EXTENSIVE READING
PRINCIPLES OF TEACHING TRANSNATIONAL ENGLISH
Text 5-2. TRANSNATIONAL ENGLISH LANGUAGE TEACHING: OPPORTUNITIES
FOR TEACHER LEARNING AND DEVELOPMENT
UNIT 6. HOW TO TEACH MULTICULTURAL COMMUNICATION
PART 1. THE SKILLS OF INTENSIVE READING
Text 6-1. HOW TO TEACH MULTICULTURAL COMMUNICATION
PART 2. THE SKILLS OF EXTENSIVE READING
MULTICULTURALISM FOR EDUCATION IN THE 21ST CENTURY BEYOND CULTURAL
IDENTITY
Text 6-2. WHAT MAKES A SCHOOL MULTICULTURAL?
UNIT 7. LANGUAGE AND DIVERSITY
PART 1. THE SKILLS OF INTENSIVE READING
Text 7-1. LANGUAGE AND SUPERDIVERSITY
PART 2. THE SKILLS OF EXTENSIVE READING
SUPER-DIVERSITY — THE NEW CONDITION OF TRANSNATIONALISM
Text 7-2. SOCIOLINGUISTICS OF SUPER-DIVERSITY
UNIT 8. BASICS OF SOCIOLINGUISTICS
PART 1. THE SKILLS OF INTENSIVE READING
Text 8-1. SOCIOLINGUISTICS VERSUS CORE LINGUISTICS
PART 2. THE SKILLS OF INTENSIVE READING SOCIOLINGUISTICS – THE
STUDY OF THE EFFECTS OF LANGUAGE USE ON SOCIETY
Text 8-2. VARIATIONIST CONTROVERSIES IN SOCIOLINGUISTICS
UNIT 9. HOW TO BE AN ETHICAL NEWSPAPER JOURNALIST
PART 1. THE SKILLS OF INTENSIVE READING
Text 9-1. ETHICAL CODE OF JOURNALISM IN THE NEW YORK TIMES.
PART 2. THE SKILLS OF EXTENSIVE READING
OBLIGATIONS OF THE TIMES STAFF MEMBER
Text 9-2. ETHICAL CODE OF JOURNALISM IN THE NEW YORK TIMES.
UNIT 10. CONTENT AND LANGUAGE INTEGRATED LEARNING
PART 1. THE SKILLS OF INTENSIVE READING
Text 1-11. CONTENT AND LANGUAGE INTEGRATED LEARNING
PART 2. THE SKILLS OF EXTENSIVE READING
A NATURAL WAY TO LEARN A LANGUAGE WHEN A SUBJECT IS TAUGHT IN THAT
LANGUAGE
Text 10-2. CLIL TEACHERS’ TARGET LANGUAGE COMPETENCE
UNIT 11. THE USE OF ENGLISH IN INTERNATIONAL BUSINESS
PART 1. THE SKILLS OF INTENSIVE READING
Text 11-1. USING ENGLISH FOR INTERNATIONAL BUSINESS: A EUROPEAN CASE
STUDY
PART 2. THE SKILLS OF EXTENSIVE READING
THE USE OF DOE FOR THE WORKPLACE
Text. 11-2. ENGLISH FOR THE WORKPLACE: SHARING THOUGHTS WITH
TEACHERS AND TRAINERS OF BUSINESS ENGLISH AND ESP
UNIT 12. A NEGATIVE GLOBAL IMPACT OF THE PANDEMIC
PART 1. THE SKILLS OF INTENSIVE READING
Text 12-1. A Crisis Like No Other, An Uncertain Recovery
PART 2. THE SKILLS OF EXTENSIVE READING
UNCERTAINTY IN GLOBAL ECONOMY, POLICY AND HEALTHCARE CHALLENGES
Text 12-2. Evolution of the pandemic is a key factor shaping the economic outlook
UNIT 13. BIODIVERSITY AS THE FOUNDATION OF ECOSYSTEM SERVICES
PART 1. THE SKILLS OF INTENSIVE READING
Text 13-1. THE LINK BETWEEN BIODIVERSITY AND ECOSYSTEM SERVICES
PART 2. THE SKILLS OF EXTENSIVE READING
THE CURRENT TRENDS IN BIODIVERSITY
Text 13-2. A CONTINUING LOSS OF BIODIVERSITY
UNIT 14. BIODIVERSITY IS THE SUM OF ALL LIFE ON EARTH
PART 1. THE SKILLS OF INTENSIVE READING
Text 14-1. WHAT IS BIODIVERSITY AND WHERE IS IT FOUND?
PART 2. THE SKILLS OF EXTENSIVE READING
THE INTERDEPENDENCE OF BIODIVERSITY AND URBANIZATION
Text 14-2 EFFECTS OF URBANIZATION ON BIODIVERSITY
UNIT 15. AN INTERDISCIPLINARY APPROACH TO 21ST CENTURY BIOLOGY
Text 15-1. 21ST CENTURY BIOLOGY: AN INTERDISCIPLINARY APPROACH
PART 2. THE SKILLS OF EXTENSIVE READING
A MULTI/INTERDISCIPLINARY APPROACH FOR THE 21ST CENTURY
Text 15-2. A NEW BIOLOGY FOR THE 21ST CENTURY
UNIT 16. INTERNATIONAL TOURISM: A GLOBAL FORCE FOR ECONOMIC GROWTH AND
DEVELOPMENT
PART 1. THE SKILLS OF INTENSIVE READING
Text 16-1. THE MULTI-DIMENSIONAL IMPACT OF INTERNATIONAL
TOURISM
PART 2. THE SKILLS OF EXTENSIVE READING
INTERCONNECTION OF MIGRATION AND TOURISM
Text 16-2. MIGRATION AND TOURISM FOR ECONOMIC GROWTH
UNIT 17. THE COMPETITIVENESS OF TOURISM AND HOSPITALITY BUSINESS
PART 1. THE SKILLS OF INTENSIVE READING
Text 17-1. DESTINATION COMPETITIVENESS IN TOURISM
PART 2. THE SKILLS OF EXTENSIVE READING COMPETITIVENESS IN
HOSPITALITY INDUSTRY
Text 17-2. COMPETITIVENESS OF THE HOTEL INDUSTRY IN THE
REGIONAL MARKET
UNIT 18. MANAGING HOSPITALITY BUSINESS
PART 1. THE SKILLS OF INTENSIVE READING
Text 18-1. HOTEL MANAGEMENT AGREEMENTS Part 1.
PART 2. THE SKILLS OF EXTENSIVE READING FEES FOR MANAGING
HOSPITALITY BUSINESS
Text 18-2. HOTEL MANAGEMENT AGREEMENTS. Part 2.
UNIT 19. LANDSCAPE ARCHITECTURE AS A SCIENCE
PART 1. THE SKILLS OF INTENSIVE READING
Text 19-1. INTERDISCIPLINARY CHARACTER OF LANDSCAPE ARCHITECTURE
AS A SCIENCE
PART 2. THE SKILLS OF EXTENSIVE READING
LANDSCAPE ARCHITECTURE FOR URBAN AND RURAL AREAS
Text 19-2. LANDSCAPE ARCHITECTURE AND URBAN DESIGN AS A PROFESSION
AND SCIENCE
UNIT 20. PUBLIC SPEAKING FOR BUILDING PERSONAL DEVELOPMENT
PART 1. THE SKILLS OF INTENSIVE READING
Text 20-1. WHAT IS PUBLIC SPEAKING? AND WHY IS IT IMPORTANT?
PART 2. THE SKILLS OF EXTENSIVE READING
PUBLIC SPEAKING AS COMMUNICATION PRACTICE
Text 20-2. PUBLIC SPEAKING IN CULTURAL CONTEXTS
GRAMMAR SUPPLEMENT
INTRODUCTION
This Manual is a guide to the graduate instruction in interdisciplinary Domain-Oriented English (DOE).
Step-by-step procedures are outlined for assessing students’ needs, setting achievable goals, and selecting
appropriate materials and activities for the learners. Out of the four language skills the Manual describes three –
reading, writing, and speaking, and provides suggestions for employing these skills in the transnational and
intercultural communication.
Being a graduate university student the learner has had a four-year long previous experience learning
English as a second language (ESL) or English as a foreign language (EFL), and your first question on receiving
your current assignment to learn DOE may be: "How is ESP different from ESL?"
How is DOE different from English as a Second Language, or general English?
The major difference between DOE and ESL lies in the learners and their purposes for learning English.
DOE students are adults who already have familiarity with English and are learning the language in order to
communicate using a set of professional skills and to perform particular job-related functions. A DOE program is
therefore built on an assessment of purposes and needs and the functions for which English is required.
As a matter of fact, DOE is part of a shift from traditional concentration on teaching grammar and language
structures to an emphasis on language in a multidisciplinary context. DOE covers subjects ranging from World
Englishes or sociolinguistics to tourism and business management.
For students specializing in multidisciplinary skills the field of professional activity covers all kinds of
transnational communication ranging from intercultural ESL to hospitality in international tourism and business
servicing. The DOE focus means that English is not taught as a subject divorced from the students' future jobs;
instead, it is integrated into a subject matter area important to the learners.
Consequently, ESL and DOE diverge not only in the nature of the learner, but also in the goals of instruction. In
fact, as a general rule, while in ESL all four language skills; listening, reading, speaking, and writing, are stressed
equally, in DOE it is a needs analysis that determines which language skills are most needed by the students, and the
syllabus is designed accordingly.
EFL/ESL and DOE differ is in the emphasis on the skills to be activated. Whereas in EFL/ESL all four
language skills; listening, reading, speaking, and writing, are stressed equally, in DOE a needs assessment
determines which language skills are most needed by the students, and the program is focused accordingly.
A DOE program might, for example, emphasize the development of reading skills in students who are
preparing for graduate work as business analysts and translators in international business; or it might promote the
development of spoken skills in students who are studying English in order to become tourist guides.
The students' interest in their prospective subject-matter fields, in turn, enhances their ability to acquire English. The
DOE class takes the meaningful context and shows students how the same information is expressed in English. The
teacher can exploit the students' knowledge of the subject matter in helping them master English deeper and faster.
The graduate students approach the final period of their study of English through a field that is already
known and relevant to them. This means that they are able to use what they learn in the DOE classroom right away
in their work and studies. The DOE approach enhances the relevance of what the students are learning and enables
them to use the English they know to learn even more English, since their interest in their professional field will
motivate them to interact with speakers and texts. DOE assesses needs and integrates motivation, subject matter and
content for the teaching of relevant skills.
What is the role of the learner and what is the task s/he faces?
The graduate students attend the DOE class with a specific interest for learning, subject matter knowledge, and wellbuilt learning strategies, because it is powerful tool for creating opportunities in their professional activities or
further studies.
The more learners pay attention to the meaning of the language they read and analyze, the more they are successful;
and on the contrary, the more they have to focus on the linguistic input or isolated language structures, the less they
are motivated to attend their classes.
The DOE graduate students are particularly well disposed to focus on meaning in authentic contexts and on the
particular ways in which the language is used in functions that they will need to perform in their fields of research or
jobs.
Graduate students are generally aware of the purposes for which they will need to use English. Having already
oriented their education toward a specific field, they see their English training as complementing this orientation.
They have to work harder than they have used to before, but the learning skills they have already developed in using
their English make the language learning abilities in the DOE classroom potentially immense. They will be
expanding vocabulary, becoming more fluent in their fields, and adjusting their linguistic behavior to new situations
or new roles.
To summarize, students bring to DOE the focus for learning, subject matter knowledge, new learning strategies.
They can exploit these innate competencies in learning English because DOE combines purpose, persistence,
motivation, context-relevant skills.
The teacher’s role in the DOE classroom is to organize programs, set goals and objectives, establish a positive
learning environment, evaluate students' progress.
Assessing students’ needs and skills
What language skills will the students need to develop in order to perform these tasks? Will the receptive
skills of reading and listening be most important, or the productive skills of writing and speaking – or some other
combination?
The Common European Framework (CEF) describes what a learner can do at six specific levels: Basic
User (A1 and A2); Independent User (B1 and B2); Proficient User (C1 and C2).
These levels match general concepts of basic, intermediate, and advanced and are often referred to as the
Global Scale.
The Global Scale is not language-specific. In other words, it can be used with virtually any language and
can be used to compare achievement and learning across languages. For example, an A2 in Spanish is the same as an
A2 in Japanese or English.
The Global Scale also helps teachers, academic coordinators, and course book writers to decide on
curriculum and syllabus content and to choose appropriate course books, etc.
The Global Scale is based on a set of statements that describe what a learner can do. The “can do”
statements are always positive: they describe what a learner is able to do, not what a learner cannot do or does
wrong. This helps all learners, even those at the lowest levels, see that learning has value and that they can attain
language goals.
Common Reference Levels - The Global Scale
Basic A1
• Can understand and use familiar everyday expressions and very basic phrases aimed at the satisfaction of needs of
a concrete type.
• Can introduce him/herself and others and can ask and answer questions about personal details such as where
he/she lives, people he/she knows and things s/he has.
• Can interact in a simple way provided the other person talks slowly and clearly and is prepared to help.
Basic A2
• Can understand sentences and frequently used expressions related to areas of most immediate relevance (e.g. very
basic personal and family information, shopping, local geography, employment).
• Can communicate in simple and routine tasks requiring a simple and direct exchange of information on familiar
and routine matters.
• Can describe in simple terms aspects of his/her background, immediate environment and matters in areas of
immediate need.
Independent B1
• Can understand the main points of clear standard input on familiar matters regularly encountered in work, school,
leisure, etc.
• Can deal with most situations likely to arise while travelling in an area where the language is spoken.
• Can produce simple connected text on topics which are familiar or of personal interest.
• Can describe experiences and events, dreams, hopes and ambitions and briefly give reasons and explanations for
opinions and plans.
Independent B2
• Can understand the main ideas of complex text on both concrete and abstract topics, including technical
discussions in his/her field of specialization.
• Can interact with a degree of fl uency and spontaneity that makes regular interaction with native speakers quite
possible without strain for either party.
• Can produce clear, detailed text on a wide range of subjects and explain a viewpoint on a topical issue giving the
advantages and disadvantages of various options.
Proficient C1
• Can understand a wide range of demanding, longer texts, and recognize implicit meaning.
• Can express him/herself fluently and spontaneously without much obvious searching for expressions.
• Can use language flexibly and effectively for social, academic and professional purposes.
• Can produce clear, well-structured, detailed text on complex subjects, showing controlled use of organizational
patterns, connectors and cohesive devices.
Proficient C2
• Can understand with ease virtually everything heard or read.
• Can summarize information from different spoken and written sources, reconstructing arguments and accounts in a
coherent presentation.
• Can express him/herself spontaneously, very fluently and precisely, differentiating finer shades of meaning even in
more complex situations.
A detailed description of Level C1 and Level C2 is given below because these are the ones graduate students
are expected to have closely approached. Consequently, the ESP classroom students are recommended to start by
finding where they are and identify personal objectives to be achieved with the help of this Manual.
Listening
Reading
Speaking
Spoken
Interaction
Speaking
Spoken
Production
Writing
C1
I can understand extended speech even when it
is not clearly structured and when relationships
are only implied and not signaled explicitly. I
can understand television programs and films
without too much effort.
I can understand long and complex factual and
literary texts, appreciating distinctions of style.
I can understand specialized articles and longer
technical instructions, even when they do not
relate to my field.
I can express myself fluently and
spontaneously without much obvious searching
for expressions. I can use language flexibly and
effectively for social and professional
purposes. I can formulate ideas and opinions
with precision and relate my contribution
skillfully to those of other speakers.
I can present clear, detailed descriptions of
complex subjects integrating subthemes,
developing particular points and rounding off
with an appropriate conclusion.
I can express myself in clear, well-structured
text, expressing points of view at some length.
I can write about complex subjects in a letter,
an essay or a report, underlining what I
consider to be the salient issues. I can select a
style appropriate to the reader in mind.
C2
I have no difficulty in understanding any kind of
spoken language, whether live or broadcast, even
when delivered at fast native speed, provided. I
have some time to get familiar with the accent.
I can read with ease virtually all forms of the
written language, including abstract, structurally
or linguistically complex texts such as manuals,
specialized articles and literary works.
I can take part effortlessly in any conversation or
discussion and have a good familiarity with
idiomatic expressions and colloquialisms. I can
express myself fluently and convey finer shades
of meaning precisely. If I do have a problem I can
backtrack and restructure around the difficulty so
smoothly that other people are hardly aware of it.
I can present a clear, smoothly flowing
description or argument in a style appropriate to
the context and with an effective logical structure
which helps the recipient to notice and remember
significant points.
I can write clear, smoothly flowing text in an
appropriate style. I can write complex letters,
reports or articles which present a case with an
effective logical structure which helps the
recipient to notice and remember significant
points. I can write summaries and reviews of
professional or literary works.
Students should receive practice in reading for different purposes, such as finding main ideas, finding
specific information, or discovering the author's point of view. Students should have a clear idea of the purpose of
their reading before they begin. Background information is very helpful in understanding texts. Students need
advance guidelines for approaching each assignment. Knowing the purpose of the assignment will help students get
the most from their reading effort. From the title, for instance, they can be asked to predict what the text is about. It
is also helpful to give students some questions to think about as they read. The way they approach the reading task
will depend on the purpose for which they are reading.
Students are often asked by their Russian teachers to write a referat. The term referat is mostly used in
Russian educational context to nominate a research, which has been done by students and is presented in class or
handed in to the teacher, either on paper or online.
Referat is a German word referring to a student's assignment to prepare a report and give a presentation. It is
often used in English among Russian exchange students studying at a foreign university for lack of a better word.
E.g.: How did your referat go?
I didn't get to give my referat, because we didn't have time for me to give it.
The professor just totally forgot about my referat, so I'll have to do it next week. And I stayed up all
night working on my referat!
Depending on the exact nature of the assignment the corresponding terms in English may be: an abstract, an
essay, a précis, a presentation, a project, a report, a summary.
Abstract is a brief summary of a research paper, which gives an overview of the paper, focusing on its main
points and defining for the reader the outlines of the subject under study. Abstract must be an independent
meaningful text, easy to read (explicit, unambiguous formulation, short sentences) and understandable to the wide
audience. Abstract communicates the objective of research, the research problem, methods of research, results and
their originality, and areas of application. Important facts, relationships and numerical data are also provided.
Abstract ends, in a separate line, with keywords (5-10 words) which identify the subject areas discussed in the
research.
Essay is a free form development of thought on an independently selected or given topic. Important
components are creative thinking and author’s personal reflections; it is not compulsory to prove statements. The
required length of an essay is recommended by the instructor, the most common length being 5−7 pages. The essay
format depends on the problem task and requirements made by the instructor.
Précis (pronounced "preh-see"): is a type of summary or abridgment where you summarize a piece of text, its
main ideas and arguments, in particular, to provide insight into its author’s content. While writing a précis you have
to exactly and succinctly account for the key aspects of the text. If you write a successful précis, it is a good
indication that you've read that text closely and that you understand its major points. It is an excellent way to show
that you've closely read a text. A précis should consist of four brief but direct sentences (components). The first
identifies who wrote the text, where and when it was published, and what its topic and field are. The second
explores how the text is developed and organized. The third explains why the author wrote this, her/his purpose or
intended effect. The fourth and final sentence/passage describes who the intended or assumed audience of this text
is.
Presentation is a means of communication that can be adapted to various speaking situations, such as talking
to a group, addressing an examination board or a class meeting. It can also be used as a broad term that encompasses
other ‘speaking engagements’ such as making a speech or getting a point across in conference. A presentation
requires you to get a message across to the listeners and will often contain a 'persuasive' element. It may, for
example, be a talk about your reading for a graduate or candidate exam. You should know exactly what you want to
say and the order in which you want to say it.
Summary is a quick or short review of a bigger text, presenting the substance of a body of material in a
condensed form; concise. A summarizing abstract or a condensed presentation mentions main points or a general
idea of the text under study in a brief form. To write a good summary it is important to thoroughly understand the
material you are working with. Here are some preliminary steps in writing a summary: 1. Skim the text, noting in
your mind the subheadings. If there are no subheadings, try to divide the text into sections. Try to determine what
type of text you are dealing with. This can help you identify important information. 2. Read the text, highlighting
important information and taking notes. 3. In your own words, write down the main points of each section. 4. Write
down the key support points for the main topic, but do not include minor detail. 5. Go through the process again,
making changes as appropriate.
UNIT 1. CULTURAL AWARENESS IN INTERNATIONAL ENGLISH
Guidelines for intensive reading of DOE texts
Reading is the primary channel through which students will progress in English at the
final stage of the DOE course. The reading program provides instruction in the skills required at
various levels of intensive reading, along with plenty of intensive and continual practice. Timelimited intensive reading depends primarily on the knowledge of vocabulary and subject matter,
and secondarily on the knowledge of grammatical structure and familiarity with the ways by
which authors organize texts in English. Vocabulary development in interdisciplinary links is a
vital aspect necessary for graduate students who have already mastered quite a lot of domainoriented English in their respective fields. However, they will have to expand it for further study.
Vocabulary should be learned only in context, never in word lists to be memorized with
dictionary definitions.
Two types of skills are needed in time-limited intensive reading: simple identification
skills (decoding of the contents), and complex cognitive skills such as analyzing,
synthesizing, and predicting. The reading program should work on two levels to develop both
types of skills.
In order to do this, two types of reading tasks are incorporated in the Manual: intensive
and extensive.
Part 1 of every unit is designed for intensive reading (analyzing, synthesizing, and
predicting) in the classroom through close analysis of shorter passages, and can be used to
develop vocabulary, grammar skills, and comprehension.
Part 2 of every unit is designed for extensive reading (identification or decoding
skills necessary for building independently a condensed presentation of the text) by way of
faster individual reading of longer passages to develop understanding of the authors'
organizational strategies, to improve reading speed, and to focus on the gist of the text.
Grammar Supplement is targeted at grammar problems the students may encounter
while developing their comprehension and cognitive skills necessary for defining the subject
matter of the texts and the way the information is organized.
PART 1. THE SKILLS OF INTENSIVE READING
Text 1-1. CULTURAL AWARENESS IN TEACHING AND LEARNING INTERNATIONAL
ENGLISH (Abridged after G. D. G. Bravo’s Cultural awareness for intercultural communication in
teaching English as an international language. Lo nuevo en Monografias.com, 2018)
1.
With today’s increasing globalization of social and economic activities, people’s
understanding of English learning has been further enhanced. Today, people’s understanding of
the language is no longer limited to the narrow concept “communication tool”. Language is an
inseparable part of culture; it is the carrier of culture. Language reflects the characteristics of a
nation; it contains not only the nation’s historical and cultural background, but also the nation’s
views on life, lifestyle and mode of thinking. To learn a foreign language, you have to master the
knowledge, skills and also have to understand the language which reflected the foreign culture,
so as to overcome cultural barriers, communicate with foreigners decently and effectively and
have both emotional and cross-cultural communication. The changing status of English in the
world as a world lingua franca has resulted in the shift of its position from a foreign or second
language to a medium for international communication. English language learning has become
very popular from primary schools to colleges and universities in Russia. No doubt, the objective
of English language teaching and learning as an international language has much in common
with intercultural communication. Thus, it should be oriented towards the promotion of
intercultural competence as an important and inseparable part of the whole process, because the
primary function of any language is instrumental for interaction and communication. English
language learners are required to be ready to converse fluently in all kinds of academic,
professional and everyday contexts. Therefore, understanding of the relationship between
linguistic competence and intercultural communication competence is important for improving
students’ intercultural communication skills.
2.
Nowadays, professionals have more possibilities of interchanging knowledge, research
projects. They work together due to the increase of International collaboration and it has become
necessary to develop a communicative competence among professionals since there are mobility
options to foster international collaboration. As professionals need to be more competent due to
globalization increasing demands, not only a higher level of knowledge of a language, but also
intercultural competence is necessary. Professionals need to know the language of business and
research but also need to be aware of the cultural background of the interacting foreign partners.
Globalization brings about these new challenges.
The intercultural element is a cornerstone for these kinds of interactions with foreign
cultures and that is why it is quite important to take into account the differences and similarities
of the target culture to be more efficient when it comes to doing business and/or research with
them. Professionals of different branches of science and tourists in general from different
countries are continually traveling abroad to share their science and culture with local people.
These interactions are mostly in English, but the foreign visitors are mostly non-native English
speakers because they can also use English as a foreign language just like us (English-speaking
Germans, Japanese, Russians, etc.). Since English as an International Language has become the
lingua franca of the world today and most of the users of this language are non-native speakers
from neither the United Kingdom nor the United States nor any other English-speaking country.
Communicative language teaching in Asia, Africa, Europe has been doing a successful work to
improve the four essential skills such as writing, speaking, listening and reading at all
educational levels. Although culture is a significant part for the teaching of English, it is always
important to remember that an 'intercultural dimension' in language teaching is a key
component to develop learners as intercultural speakers or mediators who are able to engage
with complex and multiple identities. To avoid the stereotyping which accompanies perceiving
someone through a single identity, teachers should teach international English along with
intercultural awareness as part of the process.
Therefore, an interesting question arises: What could be the importance of cultural
awareness for intercultural communication in teaching English as an international language?
Actually, the implicit task of the teacher is to value the importance of cultural awareness
for intercultural communication in teaching English as an international language. The
evolution and current status of the English language since its origin accounts for the importance
of learning English as an international language. To enhance global communication will be a
point to analyze the importance of cultural awareness in teaching international English
3.
The history of the English language started with the arrival of three Germanic tribes who
invaded Britain during the 5th century AD. The Angles, the Saxons and the Jutes, crossed the
North Sea from what today is Denmark and northern Germany to bring their languages to
Britain. These languages in Britain developed into Old English, then into Middle English, into
Modern English and so on.
From around 1600, the English colonization of North America resulted in the creation of
a distinct American variety of English. Some expressions that the British call "Americanisms"
are in fact original British expressions that were preserved in the colonies while lost for a time in
Britain. Spanish also had an influence on American English (and subsequently British English).
French words (through Louisiana) and West African words (through the slave trade) also
influenced American English (and so, to an extent, British English). English has experienced a
rich development over the years up to the point that it is not only used as a native language but
also as an official or foreign language all over the world.
Of the 4,000 to 5,000 living languages, English is by far the most widely used. As a
mother tongue, it ranks second only to Chinese, which is effectively six mutually unintelligible
dialects little used outside China. On the other hand, the 300 million native speakers of English
are to be found in every continent, and an equally widely distributed body of second language
speakers, who use English for their day-to-day needs, totals over 500 million. Finally, if we add
those areas where decisions affecting life and welfare are made and announced in English, we
cover one-sixth of the world's population. Barriers of race, color and creed are no hindrance to
the continuing spread of the use of English. Besides being a major vehicle of debate at the
United Nations, and the language of communication for the European Union, it is the official
language of international aviation, and unofficially is the first language of international sports
and the pop scene.
More than 60 per cent of the world's radio programs are broadcast in English and it is
also the language of 70 per cent of the world's mail. From its position 400 years ago as a
dialect, little known beyond the southern counties of England, English has grown to its present
status as the major world language. Today, it is true that American English is particularly
influential, due to the USA's dominance of cinema, television, popular music, trade and
technology (including the Internet). But there are also many other varieties of English around the
world, including for example Australian English, New Zealand English, Canadian English, South
African English, Indian English and Caribbean English.
English is not the prerogative or possession" of the English nation. Acknowledging this
must – as a corollary – involve our questioning the propriety of claiming that the English of one
area is more "correct" than the English of another. Certainly, we must realize that there is no
single "correct" English, and no single standard of correctness.
Then, the expression "world Englishes" is capable of a range of meanings and
interpretations. In the first sense, perhaps, the term functions as an umbrella label referring to a
wide range of differing approaches to the description and analysis of English(es) worldwide.
Some scholars, for example, favor a discussion of "world English" in the singular, and also
employ terms such as "global English" and "international English," while others adopt the same
terms in their plural forms. Indeed, in recent years, a plethora of terminology has come into use,
including: English as an international (auxiliary) language, global English(es), international
English(es), localized varieties of English, new varieties of English, non-native varieties of
English, second-language varieties of English, world English(es), new Englishes, alongside such
more traditional terms as ESL (English as a Second Language) and EFL (English as a Foreign
Language).
4.
English as an International Language has become the lingua franca of the world today.
An essential factor of this widespread use of English is the fact that, as it was said before, most
of the users of the English language today are not native speakers from either the United
Kingdom or the United States or any naïve English-speaking country.
For better or worse, English has "traveled" to many parts of the world and has been used
to serve various purposes. This phenomenon has created positive interactions as well as tensions
between global and local forces and has had serious linguistic, ideological, sociocultural,
political and pedagogical implications. As English rapidly develops more complex relationships
within and between communities of speakers around the world, the dialogue addressing its role
as a global language needs to continue to expand.
English is the product of a world econocultural system and is the preferred medium of the
international communities of business, science, culture and intellectual life. Therefore, the
demand for English has rapidly escalated among adult learners including immigrants to Englishspeaking countries, business people involved in the global economy, and those who just want to
travel as tourists. In many countries, large-scale English Language Teaching programs for adult
learners have been established in the community and workplace as a result of the globalization of
the workforce, the perceived need to increase economic competitiveness, and a move towards
life-long learning. We should teach English as an international language (EIL). The cultural
content for teaching materials in EIL can be target culture materials (e.g., American, British,
Australian, etc. scenes), local culture materials, or international culture materials (e.g.,
international tourism and social contact).
5.
English as an international language has also started to develop a close affinity with
research in the area of intercultural communication. English is widely used for intercultural
communication at the global level today. It is becoming increasingly recognized that
"intercultural competence" needs to be viewed as a core element of "proficiency" in English
when it is used for international communication. It is true that despite the need for some culture,
users of English as an international language do not need to internalize the cultural norms of the
original native-English speaking countries in order to effectively utilize the language. Since
English as an international language does not necessarily "belong" to any country what teachers
do need to recognize is the need to broaden their students' horizon beyond the purely linguistic
aspects. It can be done not only by placing greater weight on the cultural background of the
target language (TL) countries, but also by trying to raise some kind of intercultural awareness
and bringing about Intercultural Communicative Competence. This comprehensive competence
integrates the cognitive (knowledge of languages and cultures), the pragmatic (the competence to
perform speech acts) and the attitudinal domains (open-mindedness and tolerance, as in political
education) within EFL learning. Therefore, teachers need to develop some sort of intercultural
dimension in the classroom.
6.
When two people talk to each other, they do not just speak to the other to exchange
information, they also see the other as an individual and as someone who belongs to a specific
social group, for example a 'worker' and an 'employer' or a 'teacher' and a 'pupil'. This has an
influence on what they say, how they say it, what response they expect and how they interpret
the response. In other words, when people are talking to each other their social identities are
unavoidably part of the social interaction between them. In language teaching, the concept
of communicative competence takes this into account by emphasizing that language learners’
need to acquire not just grammatical competence but also the knowledge of what is 'appropriate'
language.
Now, 'intercultural dimension' in language teaching aims to develop learners
as intercultural speakers or mediators who are able to engage with complexity and multiple
identities and to avoid the stereotyping which accompanies perceiving someone through a single
identity. It is based on perceiving the interlocutor as an individual whose qualities are to be
discovered, rather than as a representative of an externally ascribed identity. Intercultural
communication is communication on the basis of respect for individuals and equality of human
rights as the democratic basis for social interaction.
7.
Intercultural awareness in language learning is often talked about as though it were a
'fifth skill' - the ability to be aware of cultural relativity following reading, writing, listening and
speaking. Language itself is defined by a culture. We cannot be competent in the language if we
do not also understand the culture that has shaped and informed it. We cannot learn a second
language if we do not have an awareness of that culture, and how that culture relates to our own
first language/first culture. It is not only therefore essential to have cultural awareness, but also
intercultural awareness. Then, it is necessary to review these key elements and their relevance to
accomplish the purposes of this paper:
Intercultural communication: common, necessary part of people’s personal and
professional lives.

Intercultural competence: ability to become effective and appropriate in
interacting, the sensitivity to cultural diversity.

Cultural awareness: an important role to overcome difficulties to ensure smooth
communication with people from different backgrounds.

Intercultural communication competence: ability to effectively and
appropriately execute communication behaviors to elicit a desired response in a specific
environment.

OVERVIEW QUESTIONS: THE FIELD OF RESEARCH, THE SUBJECT
MATTER, THE MAIN TOPIC, AND THE MAIN PURPOSE OF THE TEXT
Instruction: After almost every text, the first question you should ask is an overview
question about the field of research, the subject matter, the main topic and/or the main purpose
of the text. Overview questions lead you to identify the most important concepts and ideas in the
text.
You can employ two ways of answering the field of research and subject matter
questions: matching headings with paragraphs or sections, and identifying which sections
relate to certain topics. You should use the skill of surveying the text for both types of
questions, but because the strategies are slightly different for each question type, we will look
at them separately.
1. Matching headings with paragraphs

Step 1. Survey the whole text.

Step 2. Survey each paragraph to identify the topic. The words of the topic
sentence might be found in a paragraph. Survey the paragraph to make sure.

Step 3. Choose the correct wording of the research field from the text.
Match the given 7 headings with the 7 paragraphs of the text:
Intercultural awareness in
communication competence
Origins,
evolution
and
current status of English
The language is no longer a
plain “communication tool”
The intercultural dimension'
in language teaching
Implications of learning
English
as
an
International
Language
Cultural
awareness
in
teaching international English
International English for
intercultural
communicative
competence
2. Identifying where to find information

Step 1. Survey the text

Step 2. Read the questions and statements to identify the field of research,
the topic, and the purpose, underline the key words in the question, read one question or
statement at a time.
a/ The implication of the text is what the author has in mind when s/he is writing
it. Which one of the sentences given below most closely renders the main idea of the
text?
1. Intercultural interactions have become very frequent in various fields of action. As the
intercultural element is a key factor for these kinds of interactions, it is quite important to take
into account the differences and similarities of the target culture to be more efficient when it
comes interacting with them.
2. Our foreign contacts are not only native English speakers. Therefore, all of them have
different cultural backgrounds.
3. The aim of the paper is to value the importance of cultural awareness for
intercultural communication in teaching English as an international language.
4. We are able to analyze the relevance of cultural awareness for international English
teaching and learning through the analysis of the evolution and current status of the English
language since its origins.
5. The importance of learning English as an international language is in enhancing global
communication and cultural awareness of international English.
b/ The topic is the subject area the author chooses to bring her/his idea to the
reader. Identify the main topic of the text.
1. Complex international, economic, technological and cultural changes that account for
the leading position of English as the international language.
2. The text deals with the origins, evolution and current status of the English language in
the world.
3. The future of languages in the world is discussed.
4. The text defines the importance of learning English as an international language to
enhance global communication.
5. The role of cultural awareness in teaching international English is analyzed.
c/ The purpose of the text is what the author wants the reader to believe in. Does
the writer want you to believe that:
1. The expression "world Englishes" is capable of a range of meanings and
interpretations?
2. The intercultural element is a cornerstone for international communication in English?
3. English is the product of a world econocultural system and the preferred medium of
the international communities of business, science and culture?
4. To learn a foreign language, you not only have to master the knowledge and skills but
also the ways and means helping to overcome cultural barriers?
5. The relative importance of the world’s languages depends on the fields they are used
in?
Note: When there is not a single, readily identified subject matter, main topic questions
may be asked. These ask you what this or that passage is generally "about."
Sample Questions
 What is the main topic of the passage?
 What does the passage mainly discuss?
 What is the passage primarily concerned with?
Main purpose questions ask why the author wrote a passage. The answer choices
for these questions usually begin with infinitives.
Sample Questions
• What is the author's purpose in writing this passage?
• What is the author's main purpose in the passage?
• What is the main point of this passage?
• Why did the author write the passage?
Sample Answer Choices
To define_____
To relate_____
To discuss_____
To propose_____
To illustrate_____
To support the idea that_____
To distinguish between _____and______
To compare ____and_____
Main detail questions ask about the most significant information of the passage.
To answer such question, you should point out a line or two in the text.
Sample Questions
 What idea is emphasized in the passage?
 In what line is the most significant information given?
Caution:
The process of answering the detail questions may give you a clearer understanding of the
main concept, subject matter, or purpose of the passage.
In fact, the correct answers for these questions summarize the main points of the passage;
they must be more general than any of the supporting ideas or details, but not so general that they
include ideas outside the scope of the passages.
Distractors for this type of question have one of the errors:
They are too specific.
They are too general.
They are incorrect according to the passage.
They are irrelevant (unrelated) to the main idea of the passage.
E.g.: What information is emphasized in the third passage? (A) English is the
language of international communication; (B) Cultural awareness is typical for speakers of
all languages; (C) More than 60 per cent of the world's radio programs are broadcast in
English; (D) Barriers of race, color and creed are no hindrance to the continuing spread of the
use of English.
Distractor (A) is too general. Distractor (B) is incorrect according to the passage.
Distractor (D) is too specific. Answer (D) is correct.
Note: If you're not sure of the answer for one of these questions, go back and quickly
scan the passage. You can usually infer the main concept, the subject matter, the main topic, or
the main purpose of the entire passage from an understanding of the main ideas of the paragraphs
that make up the passage and the relationship between them.
PART 2. THE SKILLS OF EXTENSIVE READING
WORLD ENGLISHES IN WORLD CONTEXTS
Guidelines for extensive reading of DOE texts
Extensive reading of Domain-Oriented English texts is emphasized in this manual as a
way of developing the graduates’ competence in domain-oriented communication embracing
interdisciplinary topics. It implies independent study of the texts discussing vital issues of
professional and general interest. A plausible definition of extensive reading as a competence
acquiring procedure is based on: (1) abridged presentations of longer texts; (2) general
understanding of the research field; (3) the learner’s intention of gaining specific experience and
acquiring special information from the text. (4) Extensive reading is individualized, with
students being offered a choice of interdisciplinary texts they would want to read; (5) the texts
may or may not be discussed in class.
Text 1-2. CONCENTRIC CIRCLES MODEL OF WORLD ENGLISHES IN
WORLD CONTEXTS (Abridged after Braj B. Kachru’s World Englishes in World
Contexts // A companion to the history of the English language / edited by H. Momma and
M. Matto. Blackwell Publishing Ltd., 2008).
1. The 3 phases of the English language expansion
The concept “World Englishes,” and the spread of the English language as a global
phenomenon, is better contextualized if the diasporic locations of the language are related to the
colonial expansion of the British empire. The first phase of diaspora was initiated with the Act of
Union that annexed Wales to England in 1535. The result was that speaking English became
essential for success in Wales. In 1603 – just 68 years after Wales – Scottish monarchy lost its
independence. The march of the Empire continued into Ireland – yet another non-English
speaking region. In 1707 the state of Great Britain was established, and the English language
further expanded its territory – it was no longer only the language of England.
The second phase of diaspora implanted the language across the continents: on the one
side in North America including Canada, on the other side in Australia and New Zealand.
It was during the third phase, the glorious period, when the sun never set on the British
Empire, and now never sets on the English language. The English-speaking people came into
direct contact with structurally, and culturally, unrelated languages, e.g., African, East Asian,
and South Asian. These distinctly different contexts of linguistic ecology opened up,
theoretically and methodologically, challenging research areas in language contact and
convergence and multilingual interactions.
2. Issues of the norms and standards of English
In later years, when English became a part of the educational systems in these far flung
colonies, the linguistic, cultural, and ideational challenges raised issues about the norms,
standards, and content of the methodology and models for the teaching and learning of English.
A variety of conceptual frameworks have been suggested for characterization of the
unprecedented cross-cultural global spread of the English language. These issues continue to be
discussed, debated, and constructed in various ideological and theoretical frameworks with
increasing vehemence and aggressiveness. One such framework, Braj Kachru’s Concentric
Circles model, presents a schema for historical, educational, political, social, and literary
contextualization of the English language with reference to its gradual – and unprecedented –
expansion with the ascendancy of the post-colonial period. This representation of the spread of
English is not in terms of any hierarchical priority, or any preferential ranking.
The Inner Circle is inner with reference to the origin and spread of the language. It
includes the majority of English as Language 1 users (e.g., in Britain, USA, Canada, Australia,
and New Zealand). The Outer is outer with reference to geographical expansion of the language
– the historical stages in the initiatives to locate the English language beyond the traditional
English-speaking Britain; the motivations, strategies, and agencies involved in the spread of
English; the methodologies involved in the acquisition of the language; and the depth in terms of
social penetration of the English language to expand its functional range in various domains,
including those of administration, education, political discourses, literary creativity, and media.
The Outer Circle includes the Anglophone colonized countries in, for example, South and East
Asia, and Africa (India, Malaysia, Nigeria, Singapore). The Expanding Circle has a different
historical narrative with reference to acquisition of English than the Outer Circle. The
constituents of this Circle, e.g., China, Europe (inc. Germany, Russia), Iran, Iraq, Korea, Saudi
Arabia, Taiwan, Thailand, provide yet another story of history and acquisition of English. This
representation of the spread of English is not in terms of any hierarchical priority, or any
preferential ranking.
Outer circle (Institutional varieties in India,
Nigeria, Singapore, etc.)
Inner circle (National varieties in the
US, Great Britain, Australia, etc.)
Extending circle (Practical varieties in
Japan, Russia, Malaysia, etc.)
What happened to diasporic Englishes is not different from what has happened to other
such diasporic languages in other parts of the world: Francophone varieties of French, Swahili
varieties in parts of Africa, Spanish in Latin America, and languages such as Arabic in different
Arab states.
In the case of English, the colonized territories of the Empire had their distinct
geographies, their traditional – and longstanding – social, cultural, religious, and administrative
realities. There were also long and rich oral and literary traditions. The English language may not
necessarily have been their “native” language, as language specialists define it. However, as time
passed, in many Outer Circle regions English acquired “functional nativeness” in terms of its
social penetration, and expanded its “range” in terms of local domains of function. The Englishspeaking regions in each Circle are indeed dynamic and not static – or unchanging.
In historical terms, then, the Inner Circle comprises not only its own L1 speakers but also
“functional native” English speakers of the Expanding Circle (e.g. China, Indonesia, Russia,
Thailand), the Outer Circle (e.g. India, Singapore, Philippines).
This Concentric Circles model represents the democratization of attitudes to English
everywhere in the globe.
3. World Englishes
As these regional styles and registers evolved and developed, the linguistic creativity in a
variety of functional contexts gradually manifested itself in, what is termed, acculturation and
nativization (indigenization) of World Englishes. The medium of a transplanted imperial
language was hybridized in the local – African, Asian, European, and Latin American – sociocultural, ideological, and discoursal contexts. The language acquired yet other meaning systems
and ways of representing them. It is through these linguistic processes that the Africanization,
Europization, and Asianization of the English language began.
The same regular linguistic processes had earlier worked in the case of the
Americanization of American English, or Englishes in Canada, Australia, and New Zealand. The
conceptual terms, “nativization” and “acculturation,” refer to the changes a language – or its
varieties – undergo at one or more linguistic levels, e.g., phonetic, lexical, syntactic, stylistic, and
discoursal.
The range of speech communities of Englishes includes, for example, monolinguals,
bidialectals, bilinguals, and multilinguals. In many regions of the English-using world, the
traditional dichotomies of native vs. non-native or L1 and L2 users are not necessarily applicable
or insightful. An unparalleled feature of World Englishes is that among the languages of wider
communication, Englishes comprise more users who have acquired a variety of language as an
L2, L3 or L-nth language in their language repertoires. It is evident that the two major Englishusing countries in the world are India and China, both in the Outer and Expanding Circles of
English.
We see that ongoing process are active in East and South Asia, Europe, several parts of
Africa, and other regions. The debate still continues about methodological questions and more
pragmatic issues concerning intelligibility in the varieties of Englishes and cross-cultural
communication among the various users. Who determines the models and standards for varieties
of world Englishes? An answer to this question has been debated, discussed, and vehemently
argued not only with reference to Outer and Expanding Circles: there is a long history of debates
for an appropriate model(s) for Inner Circle countries. What is standard English?
American linguist Leonard Bloomfield provides an insightful answer: Children who are
born into homes of privilege, in the way of wealth, tradition, or education, become native
speakers of what is popularly known as “good” English or standard English. Less fortunate
children become native speakers of “bad” or “vulgar” or nonstandard English.
The speech communities of world Englishes have traditionally been divided thus: those
who are considered privileged – norm-providing – native speakers, primarily from the Inner
Circle; those Anglophone countries who use institutionalized varieties of English in their local
sociolinguistic contexts in, for example, Africa and Asia, are considered non-native speakers –
speakers from the Outer Circle; and those who have assigned restricted roles to English in their
educational and administrative policies and have no extended history of the use of English,
comprise the Expanding Circle (e.g., China, Japan, Korea, the Middle East, Russia, Thailand).
The Expanding Circle has traditionally been dependent on external “educated” models, primarily
from the Inner Circle.
4. The 4 myths of World Englishes
The question of models and standards ultimately is a social, and attitudinal, question. The
reality of World Englishes is that of pluracentricism, multiculturalism, and multicanonicity – that
of hybridity and fusion. The mythology, however, continues to emphasize the following four
myths which may be characterized as follows:
1. The interlocutor myth that most of the interaction in Englishes takes place between L1
speakers and L2 speakers of the language. In the real world of Englishes, the language is a
medium of communication among and between those who use it as an additional language:
Singaporeans with Indians, Japanese with Chinese and Taiwanese, Germans with Pakistanis and
Nigerians. The interlocutors cover a large spectrum of cultures, nationalities, mix of languages,
regions, and identities. The medium of communication – spoken and/or written – is from a wide
varieties of World Englishes.
2. The monoculture myth that English represents primarily – if not essentially – the
Anglo-Saxon traditions and dominant ideologies of the Inner Circle. In the real world of
Englishes, the medium is used to impart local and native religions, cultural and social traditions –
Asian, African, and Latin American. There is abundant evidence of this in nativized, culturespecific acculturation in creative writing, media, popular social culture, and discourses.
3. The mode-dependence myth that the exocentric models (of the Inner Circle), in spoken
or written mediums, have become codes of communication in Anglophone Asian, European, and
African countries. In the real world of African, European, and Asian communicative contexts, it
is the endocentric (local/regional) varieties that have currency. In spite of language policing in
favor of exocentric models of English, the prevalent varieties are those of endocentric Englishes.
This conflict about the choice between localized and external models has resulted in much
discussed linguistic schizophrenia.
4. The myth that the impending linguistic disasters of canonical standards of the English
language are inevitable if variations and linguistic diversification and creativity are not curtailed.
In the real world of Englishes, it is through the processes of acculturation and innovations that,
contextually and culturally, Asian, European, and African identities of World Englishes have
been constructed, thus enriching the Englishes.
It is well demonstrated now that bilinguals’ creativity has resulted in a variety of
linguistic processes and cultural transference that include, for example, stylistic, lexical, and
discoursal innovations. The hybridization, blending, and fusion of languages, and “mixing” of
subvarieties of an institutionalized variety of English, is effectively used in, for example,
Singlish in Singapore English, Bazaar or Babu varieties in South Asian Englishes, and pidgins in
Nigerian English. The medium of English is appropriately adapted and localized to the contexts
of local interactions and discourses. The institutionalized varieties have acquired the “right” by
demonstrating the relationship between discourse structure and thought patterns, and by their
distinct architecture of language.
5. Relevant perspectives of the ownership of World Englishes
There is now increasing realization that the identities and multiple functions of World
Englishes are better conceptualized if the traditional “owners” and “ownership” of English – and
its linguistic and cultural norms of creativity – are viewed from contextually relevant
perspectives. Those perspectives entail a shift in theoretical, methodological, and socio-cultural
constructs of the language and its users. In its varied functions, across cultures and languages,
the current profile of the English language includes the following characteristics:
1. The models for creativity in the language are provided by multi-norms of literary and
oral styles and strategies.
2. The processes of nativization and acculturation in Asian, European, African, and other
varieties are determined by distinctly different linguistic contexts and cultures, and “contexts of
situation.”
3. The interaction in the language is not necessary between two or more monolingual
“speakers-hearers,” but often includes two or more multilingual users of the language.
4. The bilingual’s or multilingual’s creativity and linguistic strategies are not identical to
the interactional strategies of two monolinguals.
5. Bilinguals’ creativity is not merely the interaction and mixing of two or more
languages, but also a fusion of multiple cultural, aesthetic, social, and literary backgrounds. In
other words, the readers and hearers who are not part of the speech-fellowship of the variety of
English, who do not share, or recreate, the “meaning system,” have to familiarize themselves
with linguistic processes and discoursal strategies. What we find inhibiting, limiting,
unintelligible, or non-English in one variety of World Englishes may actually be the result of
linguistically, culturally, and contextually appropriate use of the language. communication. The
sociolinguistically complex sites of English-using African, Asian and European societies are no
more exotic side-shows, but important sites of contact, negotiation, and linguistic creativity.
Instruction: After almost every text, the first question you should ask is an overview
question about the research field, the subject matter, or the main purpose of the text. These
questions ask you to identify most important points in the text, the essence or topic of a passage.
Sample Question
What is the research field of the text? Choose the right answer.
(A) The movement of people as the main reason for language spread and linguistic
consequences.
(B) the Anglo-Saxon traditions and dominant ideologies in the real world of Englishes.
(C) The traditional dichotomies of native vs. non-native or L1 and L2 users,
(D) The theory of language spread as a global phenomenon.
Sample Question
What is the subject matter and main topic of the passage? Choose the right answer.
(A) Lack of English in some countries.
(B) Need for face-to-face international communication and a growing role for global
English.
(C) The reality of of hybridity and fusion of World Englishes.
(D) The impact of globalization on languages.
Main purpose questions ask why the author wrote a passage. The answer choices for
these questions usually begin with infinitives.
Sample Questions
 What is the author's purpose in writing this passage?
 What is the author's main purpose in the passage?
 What is the main point of this passage?
 Why did the author write the passage?
Sample Answer Choices
To define_____
To relate_____
To discuss_____
To propose_____
To illustrate_____
To support the idea that_____
To distinguish between _____and______
To compare ____and_____
Main detail questions ask about the most significant information of the passage. To
answer such a question, you should point out a line or two in the text.
Sample Questions
What news is emphasized in the passage?
In what lines is the most significant information given?
Caution:
Don't answer the initial overview question about a passage until you have answered the
other questions. The process of answering the detail questions may give you a clearer
understanding of the main idea, topic, or purpose of the passage.
The correct answers for main idea, main topic, and main purpose questions summarize
the main points of the passage; they must be more general than any of the supporting ideas or
details, but not so general that they include ideas outside the scope of the passages.
Now you are well prepared to write a one-page summary of the text.
Write a "stand-alone" summary to show the teacher that you have read and understood
the text.
How to produce a summary:
1.Read the article to be summarized and be sure you understand it.
2.Outline the article. Note the major points.
3.Write a first draft of the summary without looking at the article.
4.Always use paraphrase when writing a summary. If you do copy a phrase from the
original be sure it is a very important phrase that cannot be paraphrased. In this case put
"quotation marks" around the phrase.
5.Target your first draft for approximately 1/4 the length of the original.
The features of a summary:
1.Start your summary with a clear identification of the type of work, title, author, and
main point in the present tense.
Example: In the article "…" the author, B. Kachru, explains his opinion about different
types of Englishes.
2.Check with your outline and your original to make sure you have covered the important
points.
3.Never put any of your own ideas, opinions, or interpretations into the summary. This
means you have to be very careful of your word choice.
4. Periodically remind your reader that this is a summary by using phrases such as the
article claims, the author suggests, etc.
4.Write a complete bibliographic citation at the beginning of your summary. A complete
bibliographic citation includes as a minimum, the title of the work, the author, the source.
UNIT 2. LANGUAGE AS A PART OF A COMPLEX TOTALITY OF CULTURE
Guidelines for intensive reading of DOE texts
Patterns of organization of DOE texts. These include the following:
Description: Descriptions include physical descriptions of persons, places, or objects, or
descriptions of processes, such as step-by-step explanations of how something is done or
directions for doing something.
Comparison and Contrast: In this pattern the main idea is developed through
comparison and contrast with other things. Often examples are used to illustrate. Definitions and
descriptions are often included in this pattern.
Other patterns of organization of texts include:
Analysis: In this pattern, a topic is broken down into causes, effects, reasons, methods,
purposes, or other categories that support the main idea.
Analogy: In this pattern the main idea is implied by the use of analogy. This organizing
principle is often used to make complex concepts easier to understand by relating them to better
known ones.
Definition: The purpose of a text in this pattern is to define, explain, or clarify the
meaning of something. It may involve analysis, comparison or contrast, description, or even
analogy. Students become adept at recognizing implied and explicit definitions.
PART 1. THE SKILLS OF INTENSIVE READING
Text 2-1. INTER-CULTURAL COMMUNICATIVE COMPETENCE
(After J. W. Foncha’s Investigating the Role of Language in the Identity
Construction of Scholars: Coming to Terms with Inter-Cultural Communicative
Competence. By J. W. Foncha, S. Sivasubramaniam, J. Adamson and R. Nunn.
Cambridge Scholars Publishing, 2016).
1. Introduction
Life in the twenty-first century globalized world brings people into contact with others
from different cultures who use different languages. Through these contacts, the need for
interaction forces them to find different ways of understanding one another and to generate
knowledge. For them to achieve this objective, they need a strong medium. L2 and Foreign
language education has been developed to unravel such challenges posed to competence in
intercultural communication, with the emphasis placed on how to communicate with a different
“other”. Foreign and second language teaching and learning (a social practice) is to eradicate
linguistic and cultural barriers. In this case, it is not only necessary to promote competence
through linguistic capital (language), but more importantly, to raise intercultural awareness. For
these issues to develop and consolidate intercultural communicative competence, language
practitioners need to deviate from the rationalist reductionist approaches to language teaching
and learning in favour of an ecological or a constructivist perspective which views language
learning as a social practice. In view of this, whatever language the participants may use for
communication does not matter. What really matters is that they need to switch to any given
language as the situation may demand. In upholding a constructivist perspective, the engagement
and participation in a social practice increases competence in the target language and helps the
participants to develop in terms of emotional maturity.
2.
Qualitative research methodology, revolving around an ethnographic design, helps
understand the outcomes and the fluidity of interactions among a diverse community of speakers.
Such an understanding can only be deduced from the perspectives of the role-players through
their engagements and participation in activities and events in and out of the classroom. The four
principal tools must be used for data collection: interviews, questionnaires, naturally occurring
data and participant observation. The interviews have to be both formal and informal and as with
the questionnaires, they should be open-ended. This open-ended Investigating the Role of
Language in the Identity Construction of Scholars nature is due to the interaction it provides
between the researcher and the researched, the awareness-raising of diversity, and a need to
understand otherness.
The findings from the study should affirm that the participants gain competence in
intercultural communication through the different levels of interaction that are used to enhance
participation, engagement and involvement. In view of this, the participants benefit from
provisional understanding, tentative interpretations and the affective environment. Furthermore,
it can be said that interaction provides them with the rationale to challenge, develop and explore
ideas and meanings for communication. Holistically, the study attests to the importance and
centrality of participation and engagement in a target language. An important aim is to motivate
the participants to understand that there is no unique centralized understanding of notions such as
correctness in meaning and proficiency in a language. Our understanding of the world is multicentric.
3.
A central question of our time is: how as educators we can assist in supporting our
students to become more fully aware of the need to be not simply competent in communication
but interculturally competent in communication. Many people in the world today are
experiencing an era characterized if not by enforced migration of populations, then by
increasingly dynamic population mobility. It is consequently a time where previously held
assumptions about the substance of individual and group identities, and about the social and
political semiotics that shape them, seem inadequate. Languages and cultures are at the heart of
what has been termed this superdiversity. In contemporary superdiverse societies the question of
language poses a particularly difficult challenge. The new cultural realities raise new questions,
empirical and normative alike: in such circumstances, how may linguistic and cultural identities
be defined? A key component of language and culture is characterized by what Mikhail Bakhtin
(1981) calls centripetal and centrifugal tendencies. Centripetal forces push towards unitary
systems and political and cultural centralization; centrifugal forces are anti-canonical and push
against centripetal forces and towards variety and diversity. One or another of these tendencies
has been present in the history of education in all cultures. The future is likely to see similar
tensions and oppositions between centrifugal and centripetal forces; and tendencies towards
globalization allow some to suggest that culture is becoming increasingly uniform. Central to
this and to the practices is the need for greater intercultural awareness on the part of teachers,
curriculum planners, teacher educators and, of course, their students.
4.
In an era characterized by globalization, travel and internet technology, intercultural
communicative competence has become a ‘must’. Today in many parts of the world, many
people go about their (often difficult) daily lives with little awareness of a growing need for a
different perspective on interpersonal and intercultural interactions. Failure in communication is
indicative of peoples’ inability to understand and interpret the world around them. The need for
intercultural communicative competence is a lived reality at a time when multiple codes form an
integrated repertoire for diaspora members as they shuttle between communities. The learning of
a foreign or an additional language is not simply mastering an object of academic study.
Languages are learnt as a means of communication and interaction. Communication in its deep
conceptualization is never used out of context, and because culture is a part of context,
communication is never neutral or culture-free. Thus, it is increasingly recognized that language
learning and learning about communication with other cultures cannot realistically be separated.
We therefore start with the fundamental belief that learners of English as a foreign or second
language need to become interculturally aware of both their own and other cultures. The
participants of this awareness are more than just sojourners in that they are solely dependent on
the institution where they are learning the “hows” and “whats” of communication in ‘another’
language (English). There might be claims that they can come into contact with other cultures
through other subjects such as anthropology, history or science. But it can be stated that language
learning is inextricably tied up with the experience of otherness, as it requires the participants
concerned to engage with both familiar and unfamiliar experience through the medium of
another language. The target language learning has a central aim of enabling learners to use that
language to interact with people for whom it is their preferred and natural medium of experience,
as well as a means of coping with the world. We should add that this goes well beyond the
traditional notions of ‘native speaker’ or mono-cultural ‘speech community’.
5.
Engagement in the target language in a multicultural community takes place when it is
perceived as an expansion and an exploration of a learner’s sense of self, rather than as a threat
to identity or an imposition of unwelcome cultural practices. As day-to-day situations and
contexts change, some components of cultural identity become more or less salient. Even when
day-to-day conditions change, other components of cultural identity remain central, important
and relevant to a person’s core identity. Cultural identity evolves slowly over an extended period
of time. Though no one changes their ‘native’ language, many come to use new dialects or
languages in daily life. All these types of changes can affect people’s cultural identity and
therefore require role-players to gain certain skills and abilities to become interculturally
competent in communication. People adapt when they cross cultural boundaries, especially when
they relocate on a long-term basis as immigrants or refugees. The process of learning about the
new culture (acculturation) is balanced by unlearning of the old culture (deculturation). During
acculturation or deculturation, the original cultural identity begins to lose its distinctiveness and
rigidity while an expanded and more flexible definition of self emerges.
6.
In our new century, there are many regular but less permanent ways of crossing borders
that require a permanent ability to adapt to unpredictable situations. The participants in this study
find it difficult to make sense of new experiences in a context where English is a lingua franca
within their own country. Our analysis of the participants’ attempts to interpret the world around
them identifies the following barriers to intercultural learning:
 A system of engagement and participation (teaching and learning) that seeks only to
pass exams as its primary goal.
 Denial of space and initiative for thinking, emotional engagement and interaction in the
target language.
 Socialization into a process of participation that rewards “correct English” instead of
meaning making, expressive use of language and exploratory thinking.
 A normative orientation to engagement and participation which ignores the perceptions
of the participants in this context.
7.
The analysis signals the presence of a way of thinking which views language learning
from a rationalist-reductionist stance. People tend to be seen as “nothing but competitors,
successes or failures, winners or losers”, a mind-set which acts as a demotivating factor in
engagement and participation in activities and also impairs understanding of the world around
them. In addition, it explains that when students participate in events and activities simply to
pass exams and graduate, it is unlikely that they will appreciate the value of the target language
or gain a deep understanding of other cultures around them. It is also likely that such a situation
can lead the role-players to view language as a mechanical acquisition of communication skills,
rather than as a means of understanding otherness. Consequently, foreign/first additional
language learning fails to transcend its literal meaning for want of a meaning that emphasizes its
educational and social nature. In this regard, these participants can become casualties of a
cultural ignorance and categorical stupidity crucial to the silencing of all potentially critical
voices. Based on this argument, these kinds of instrumental language skills do not cultivate
intercultural communicative competence. On the contrary, the acquisition of language skills
points to a lack of capacity to understand how their world is affected by their interaction and
participation, and in turn how their engagement and involvement affect their world. In this
respect, the participants should not be seen as interculturally competent even if they are fluent in
the target language.
Intercultural incompetence has far-reaching implications. It not only threatens the
economic status of a society but also constitutes an injustice which can prevent the participants
from making decisions for themselves or from participating in the process of educational and
social change. Accordingly, the poverty of participation and the culture of ignorance it creates
urgently need to be addressed in institutions of higher learning and at workplaces.
8. Conclusion
A concept of communicative competence which encourages engagement and
involvement is crucial. This entails educating people about the dialectical relationships between
themselves and the world on the one hand, and language and change on the other. This study
searches for ways to help learners to participate, understand and transform their own
experiences, and also importantly, to redefine their relationship with their society. As a result,
these participants will then be better equipped to process knowledge beyond their immediate
experience (through improved intercultural communicative competence) and to view
engagement and involvement as acts of empowerment. The social and cultural issues we have
raised provide the background to our research agenda. We are aware of the need to translate
these points into specific educational proposals, practices and goals. It is an ambitious attempt to
respond to these urgent and critical challenges.
OVERVIEW QUESTIONS: FIELD OF RESEARCH, MAIN TOPIC, MAIN
PURPOSE, AND ORGANIZATION OF THE TEXT
Instruction: Patterns of organization of DOE texts are commonly aimed at helping
students get the most from their reading. Patterns of organization comprise definition of the
task, description of the field, step-by-step explanation, directions, comparison and contrast,
analysis and analogy.
The main idea is implied by the use of analogy to make the complex concept of
communicative competence easier to understand.
Keep in mind that definitions and descriptions are often counterposed in compared and
contrasted pairs to develop the main idea.
Analysis will help break down the subject matter of the text into causes, effects, reasons,
methods, purposes, or other categories that support the main idea.
The purpose of the definition is to exactify, explain, or clarify the meaning of the central
concept. It may involve analysis, comparison or contrast, description, or even analogy. Students
become adept at recognizing implied and explicit definitions.
Students are asked 1) to match headings and 2-7 paragraphs; 2) to identify a definition of
the intercultural communicative competence; 3) to make a conscious effort to point out
description, step-by-step explanation, directions, comparison and contrast, analysis, analogy, and
definition in the text as they read.
1. Matching headings with paragraphs



Step 1. Survey the whole text.
Step 2. Look over the 6 headings given in the table.
Step 3. Skim each paragraph to identify the topic.
Match the given 6 headings with the 6 paragraphs of the text:
Threat
of
viewing
language as a mechanical
acquisition of communication
skills
Cultural identity
Barriers to intercultural
learning
Languages and cultures
at the heart of superdiversity
Principles of research
methodology
Intercultural
communicative competence as
a ‘must’
2. Identifying where to find information
 Step 1. Survey introductory and concluding paragraphs and identify the core
ideas of the passage.
 Step 2. Skim the rest of the passage to make sure.
 Step 3. Scan the text to find the correct wording of its main idea, the topic,
and the purpose, write out the key words from each paragraph.
 Step 4. Skim the text for examples of descriptions, step-by-step explanations,
directions, comparisons and contrasts, analyses, analogies, and definitions.
a/ The main idea is what the author has in mind when s/he is writing a text. Which one of
the sentences given below most closely renders the main idea of the text?
1. Foreign and second language teaching and learning is to eradicate linguistic and
cultural barriers.
2. L2 learners should be motivated to understand that there are no unique centralized
notions of correctness in meaning and proficiency in a language.
3. L2 learners should become fully aware of the need to be not simply competent in
communication but interculturally competent in communication.
4. Intercultural incompetence threatens the economic status of a society.
5. Exploration of a learner’s sense of self through the medium of another language is tied
up with the experience of otherness.
b/ The topic is the subject area the author chooses to bring her/his idea to the
reader. Identify the main topic of the text.
1. Intercultural competence communication.
2. Equal intercultural communicative rights for all English language users.
3. Educating people about the relationships between themselves.
4. Ways of crossing borders through the ability to adapt to unpredictable situations.
5. A normative orientation in intercultural awareness.
c/ The purpose of the text is what the author wants the reader to believe in. Does
the writer want you to believe that:
1. Speakers of English as L2 are not merely learners striving to conform to nativespeaker norms but primarily users of the language?
2. Non-native speakers largely outnumber native speakers?
3. Failure in communication is indicative of peoples’ inability to understand and interpret
the world around them?
4. Languages and cultures are at the heart of what has been termed the superdiversity.?
5. English is a ‘contact language’ for people of different first languages for whom it is the
chosen means of communication?
3. Reciting and reviewing the text.
 Step 1. Basing on the above formulated main idea, main topic, and main
purpose of the text take 2-3 minutes to recite it.
 Step 2. Select 3 key words out each paragraph making it 27 key words for the
whole text.
 Step 3. Limit the number of selected key words down to 10.
4. Identifying patterns of text organization.
Identify description, step-by-step explanation, comparison and contrast, analysis
and definition in the following statements about International English:
1. International English (IE) is not bad or deficient English – it is just different in form
from native speaker English and serves different functions. It does not in principle lack the
potential to be effective for all the communicative purposes it is appropriated for. It can occur in
any kind of intercultural communication ranging from the most rudimentary utterances to highly
elaborate arguments.
2. IE is essentially a ‘contact language’ for people of different first languages for whom
English is the chosen means of communication, including native speakers of English when they
engage in intercultural communication. However, IE is emphatically not the English as a
property of its native speakers but is democratized and universalized in the process of being
appropriated for international use.
3. IE is individually shaped by its users. It is a variable intercultural adaptation based on
English. IE does not represent a restricted language resource. It can potentially take any form from simplified to complex – and can potentially fulfill any function – from a basic interaction to
the most elaborate argument. It is 'non-territorial' in the sense that it could take place
everywhere, in any constellation. It potentially integrates all speakers of English who use it in an
intercultural mode.
PART 2. THE SKILLS OF EXTENSIVE READING
RELATIONS BETWEEN LANGUAGE AND CULTURE
Guidelines for extensive reading of DOE texts
Below is an article from the Online Encyclopedia Britannica where it is argued that
society and language are mutually indispensable. Language can have developed only in a social
setting, however this may have been structured, and human society in any form even remotely
resembling what is known today or is recorded in history could be maintained only among
people utilizing and understanding a language in common use.
Text 2-2. LANGUAGE AS A PART OF A COMPLEX TOTALITY OF CULTURE
(Abridged after Encyclopedia Britannica. https://www.britannica.com /Languageand-culture)
Anthropologists speak of the relations between language and culture. It is indeed more in
accordance with reality to consider language as a part of culture. Culture is here being used, as it
is throughout this article, in the anthropological sense, to refer to all aspects of human life insofar
as they are determined or conditioned by membership in a society. The fact that people eat or
drink is not in itself cultural; it is a biological necessity for the preservation of life. That they eat
particular foods and refrain from eating other substances, though they may be perfectly edible
and nourishing, and that they eat and drink at particular times of day and in certain places are
matters of culture, something “acquired by man as a member of society,” according to the
classic definition of culture by the English anthropologist Sir Edward Burnett Tylor. As thus
defined and envisaged, culture covers a very wide area of human life and behavior, and language
is manifestly a part, probably the most important part, of it.
Although the faculty of language acquisition and language use is innate and inherited,
and there is legitimate debate over the extent of this innateness, every individual’s language is
“acquired by man as a member of society,” along with and at the same time as other aspects of
that society’s culture in which people are brought up.
Transmission of language and culture
Language is transmitted culturally; that is, it is learned. To a lesser extent it is taught,
when parents, for example, deliberately encourage their children to talk and to respond to talk,
correct their mistakes, and enlarge their vocabulary. But it must be emphasized that children very
largely acquire their first language by “grammar construction” from exposure to a random
collection of utterances that they encounter. What is classed as language teaching in school either
relates to second-language acquisition or, insofar as it concerns the pupils’ first language, is in
the main directed at reading and writing, the study of literature, formal grammar,
and alleged standards of correctness, which may not be those of all the pupils’ regional or
social dialects. All of what goes under the title of language teaching at school presupposes and
relies on the prior knowledge of a first language in its basic vocabulary and essential structure,
acquired before school age.
If language is transmitted as part of culture, it is no less true that culture as a whole is
transmitted very largely through language, insofar as it is explicitly taught. The fact that
humankind has a history in the sense that animals do not is entirely the result of language. So far
as researchers can tell, animals learn through spontaneous imitation or through imitation taught
by other animals. This does not exclude the performance of quite complex and substantial pieces
of cooperative physical work, such as a beaver’s dam or an ant’s nest, nor does it preclude the
intricate social organization of some species, such as bees. But it does mean that changes in
organization and work will be the gradual result of mutation cumulatively reinforced by survival
value; those groups whose behaviour altered in any way that increased their security from
predators or from famine would survive in greater numbers than others. This would be an
extremely slow process, comparable to the evolution of the different species themselves.
There is no reason to believe that animal behavior has materially altered during the
period available for the study of human history—say, the last 5,000 years or so—except, of
course, when human intervention by domestication or other forms of interference has itself
brought about such alterations. Nor do members of the same species differ markedly in behavior
over widely scattered areas, again apart from differences resulting from human interference. Bird
songs are reported to differ somewhat from place to place within species, but there is little other
evidence for areal divergence. In contrast to this unity of animal behavior, human cultures are as
divergent as are human languages over the world, and they can and do change all the time,
sometimes with great rapidity, as among the industrialized countries of the 21st century.
The processes of linguistic change and its consequences will be treated below. Here,
cultural change in general and its relation to language will be considered. By far the greatest part
of learned behavior, which is what culture involves, is transmitted by vocal instruction, not by
imitation. Some imitation is clearly involved, especially in infancy, in the learning process, but
proportionately this is hardly significant.
Through the use of language, any skills, techniques, products, modes of social control,
and so on can be explained, and the end results of anyone’s inventiveness can be made available
to anyone else with the intellectual ability to grasp what is being said. Spoken language alone
would thus vastly extend the amount of usable information in any human community and speed
up the acquisition of new skills and the adaptation of techniques to changed circumstances or
new environments. With the invention and diffusion of writing, this process widened
immediately, and the relative permanence of writing made the diffusion of information still
easier. Printing and the increase in literacy only further intensified this process. Modern
techniques for broadcast or almost instantaneous transmission of communication all over the
globe, together with the tools for rapidly translating between the languages of the world, have
made it possible for usable knowledge of all sorts to be made accessible to people almost
anywhere in the world. This accounts for the great rapidity of scientific, technological, political,
and social change in the contemporary world. All of this, whether ultimately for the good or ill of
humankind, must be attributed to the dominant role of language in the transmission of culture.
The part played by variations within a language in differentiating social and occupational
groups in a society has already been referred to above. In language transmission this tends to be
self-perpetuating unless deliberately interfered with. Children are in general brought up within
the social group to which their parents and immediate family circle belong, and they learn
the dialect and communication styles of that group along with the rest of the subculture and
behavioral traits and attitudes that are characteristic of it. This is a largely unconscious and
involuntary process of acculturation.
(Note: Acculturation is the processes of change in artifacts, customs, and beliefs that
result from the contact of two or more cultures. The term is also used to refer to the results of
such changes. Two major types of acculturation, incorporation and directed change, may be
distinguished on the basis of the conditions under which cultural contact and change take place.)
The
importance
of
the
linguistic manifestations of social
status and
of
social hierarchies is not lost on aspirants for personal advancement in stratified societies. The
deliberate cultivation of an appropriate dialect, in its lexical, grammatical, and phonological
features, has been the self-imposed task of many persons wishing “to better themselves” and the
butt of unkind ridicule on the part of persons already feeling themselves secure in their social
status or unwilling to attempt any change in it. Much of the comedy in George Bernard
Shaw’s Pygmalion (first performed in 1913, with subsequent film adaptations) turns on Eliza
Doolittle’s need to unlearn her native Cockney if she is to rise in the social scale. Culturally and
subculturally determined taboos play a part in all this, and persons desirous of moving up or
down in the social scale have to learn what words to use and what words to avoid if they are to
be accepted and to “belong” in their new position.
The same considerations apply to changing one’s language as to changing one’s dialect.
Language changing is harder for the individual and is generally a rarer occurrence, but it is likely
to be widespread in any mass immigration movement. In the 19th and early 20th centuries, the
eagerness with which immigrants and the children of immigrants from continental Europe living
in the United States learned and insisted on speaking English is an illustration of their realization
that English was the linguistic badge of full membership in their new homeland at the time when
the country was proud to consider itself the melting pot in which people of diverse linguistic and
cultural origins would become citizens of a unified community. A reverse movement, typically
by third-generation immigrants, manifests a concern to be in contact again with the ancestral
language.
The same sort of self-perpetuation, in the absence of deliberate rejection, operates in the
special languages of sports and games and of trades and professions (these are in the main
concerned with special vocabularies). Game learners, apprentices, and professional students
learn the locutions together with the rest of the game or the job. The specific words and phrases
occur in the teaching process and are observed in use, and novices are only too eager to display
an easy competence with such phraseology as a mark of their full membership of the group.
Languages and variations within languages play both a unifying and a diversifying role
in human society as a whole. Language is a part of culture, but culture is a complex totality
containing many different features, and the boundaries between cultural features are not clearcut, nor do they all coincide. Physical barriers such as oceans, high mountains, and wide
rivers constitute impediments to human intercourse and to culture contacts, though modern
technology in the fields of travel and communications makes such geographical factors of less
and less account. More potent for much of the 20th century were political restrictions on the
movement of people and of ideas, such as divided western Europe from formerly communist
eastern Europe; the frontiers between these two political blocs represented much more of a
cultural dividing line than any other European frontiers.
The distribution of the various components of cultures differs, and the distribution of
languages may differ from that of nonlinguistic cultural features. This results from the varying
ease and rapidity with which changes may be acquired or enforced and from the historical
circumstances responsible for these changes. From the end of World War II until 1990, for
example, the division between East and West Germany represented a major political and cultural
split in an area of relative linguistic unity. It is significant that differences of vocabulary and
usage were noticeable on each side of that division, overlying earlier differences attributed to
regional dialects.
Second-language learning
(Note: Second language learning is a conscious process where the learning of another
language other than the First Language (L1) takes place. Often confused with bilingualism and
multilingualism, the process has to take place after the first language(s) has already been
acquired. Having said that, Second language learning could also refer to the third, fourth, or fifth
(so on and so forth) language the learner is currently learning.)
Language, no less than other aspects of human behavior, is subject to purposive
interference. When people with different languages need to communicate, various expedients are
open to them, the most obvious being second-language learning and teaching. This takes time,
effort, and organization, and, when more than two languages are involved, the time and effort are
that much greater. Other expedients may also be applied. Ad hoc pidgins for the restricted
purposes of trade and administration are mentioned above. Tacit or deliberate agreements have
been reached whereby one language is chosen for international purposes when users of several
different languages are involved. In the Roman Empire, broadly, the western half used Latin as
a lingua franca, and the eastern half used Greek. In western Europe during the Middle Ages,
Latin continued as the international language of educated people, and Latin was the second
language taught in schools. Later the cultural, diplomatic, and military reputation of France
made French the language of European diplomacy. This use of French as the language
of international relations persisted until the 20th century. At important conferences among
representatives of different nations, it is usually agreed which languages shall be officially
recognized for registering the decisions reached, and the provisions of treaties are interpreted in
the light of texts in a limited number of languages, those of the major participants.
After World War II the dominant use of English in science and technology and in
international commerce led to the recognition of that language as the major international
language in the world of practical affairs, with more and more countries making English the first
foreign language to be taught and thus producing a vast expansion of English-language-teaching
programs all over the world. Those whose native language is English do not sufficiently realize
the amount of effort, by teacher and learner alike, that is put into the acquisition of a working
knowledge of English by educated first speakers of other languages.
.
Nationalistic influences on language
Deliberate interference with the natural course of linguistic changes and the distribution
of languages is not confined to the facilitating of international intercourse and cooperation.
Language as a cohesive force for nation-states and for linguistic groups within nation-states has
for long been manipulated for political ends. Multilingual states can exist and prosper;
Switzerland is a good example. But linguistic rivalry and strife can be disruptive. Language riots
have occurred in Belgium between French and Flemish speakers and in parts of India between
rival vernacular communities. A language can become or be made a focus of loyalty for a
minority community that thinks itself suppressed, persecuted, or subjected to discrimination.
The French language in Canada in the mid-20th century is an example. In the 19th and early 20th
centuries, Irish Gaelic, or Irish, came to symbolize Irish patriotism and Irish independence from
Great Britain, and Irish became Ireland’s first official language at that country’s independence.
Government documents are published in Irish and English (the country’s second official
language), and Irish is taught in state schools, though it remains under the significant
international pressures exerted by English that are described above.
A language may be a target for attack or suppression if the authorities associate it with
what they consider a disaffected or rebellious group or a culturally inferior one. There have been
periods when American Indian children were forbidden to speak a language other than English at
school and when pupils were not allowed to speak Welsh in British state schools in Wales. Both
these prohibitions have been abandoned. After the Spanish Civil War of the
1930s, Basque speakers were discouraged from using their language in public as a consequence
of the strong support given by the Basques to the republican forces. Interestingly, on the other
side of the Franco-Spanish frontier, French Basques were positively encouraged to keep their
language in use, if only as an object of touristic interest and consequent economic benefit to the
area.
Bilingualism
The learning of a second and of any subsequently acquired language is quite a separate
matter. Except for one form of bilingualism, it is a deliberate activity undertaken when one has
already nearly or fully acquired the basic structure and vocabulary of one’s first language. Of
course, many people never do master significantly more than their own first language. It is only
in encountering a second language that one realizes how complex language is and how much
effort must be devoted to subsequent acquisition. It has been said that the principal obstacle to
learning a language is knowing one already, and common experience suggests that the faculty
of grammar construction exhibited in childhood is one that is gradually lost as childhood recedes.
Whereas most people master their native language with unconscious ease, individuals
vary in their ability to learn additional languages, just as they vary in other intellectual activities.
Situational motivation, however, appears to be by far the strongest influence on the speed and
apparent ease of this learning. The greatest difficulty is experienced by those who learn because
they are told to or are expected to, without supporting reasons that they can justify. Given a
motive other than external compulsion or expectation, the task is achieved much more easily
(this, of course, is an observation in no way confined to language learning). In Welsh schools,
for instance, it has been found that English children make slower progress in Welsh when their
only apparent reason for learning Welsh is that there are Welsh classes. Welsh children, on the
other hand, make rapid progress in English, the language of most further education, the
newspapers, most television and radio, most of the better-paid jobs, and any job outside Welshspeaking areas. Similar differences in motivation have accounted for the excellent standard of
English, French, and German acquired by educated persons in the Scandinavian countries and in
the Netherlands, small countries whose languages, being spoken by relatively few foreigners, are
of little use in international communication. This attainment may be compared with the much
poorer showing in second-language acquisition among comparably educated persons in England
and the United States, who have for long been able to rely on foreigners accommodating to their
ignorance by speaking and understanding English.
It is sometimes held that children brought up bilingually in places in which two
languages are regularly in use are slower in schoolwork than comparable monolingual children,
as a greater amount of mental effort has to be expended in the mastery of two languages. This
has by no means been proved, and indeed there is evidence to the contrary. Moreover, because
much of a child’s language acquisition takes place in infancy and in the preschool years, it does
not represent an effort in the way that consciously learning a language in school does, and,
indeed, it probably occupies a separate part of the child’s mental equipment. The question of
speed of general learning by bilinguals and monolinguals must be left open. It is quite a separate
matter from the job of learning, by teaching at home or in school, to read and write in two
languages; this undoubtedly is more of a labor than the acquisition of monolingual literacy.
Two types of bilingualism have been distinguished, according to whether the two
languages were acquired from the simultaneous experience of the use of both in the same
circumstances and settings or from exposure to each language used in different settings (an
example of the latter is the experience of English children living in India during the period of
British ascendancy there, learning English from their parents and an Indian language from their
nurses and family servants). However acquired, bilingualism leads to mutual interference
between the two languages; extensive bilingualism within a community is sometimes held partly
responsible for linguistic change. Interference may take place in pronunciation, in grammar, and
in the meanings of words. Bilinguals often speak their two languages each with “an accent”; i.e.,
they carry into each certain pronunciation features from the other.
Instruction: As an experienced graduate student you know that language is much more
than the external expression and communication of internal thoughts formulated independently
of their verbalization. You can demonstrate the inadequacy and inappropriateness of such a view
of language, paying attention to the ways in which your native language is intimately and in all
sorts of details related to the rest of your life in your community as well as in smaller groups
within that community. Keep this universal fact in mind while reading and discussing the text.
You should begin by asking and answering overview questions about the research field, the
subject matter, or the main purpose of the text. These questions ask you to identify most
important points in the text, the essence or topic of a passage.
Sample Question
What is the research field of the text? Choose the right answer.
(A) The movement of people as the main reason for language spread and linguistic
consequences.
(B) Language as a part of a complex totality of culture.
(C) The traditional dichotomies of native vs. non-native or L1 and L2 users.
(D) The theory of language spread as a global phenomenon.
Sample Question
What is the subject matter and main topic of the passage? Choose the right answer.
(A) Lack of English in some countries.
(B) Need for face-to-face international communication and a growing role for global
English.
(C) The reality of hybridity and fusion of World Englishes.
(D) The impact of globalization on languages.
Main purpose questions ask why the author wrote a passage. The answer choices for
these questions usually begin with infinitives.
Sample Questions
• What is the author's purpose in writing this passage?
• What is the author's main purpose in the passage?
• What is the main point of this passage?
• Why did the author write the passage?
Sample Answer Choices
To define_____
To relate_____
To discuss_____
To propose_____
To illustrate_____
To support the idea that_____
To distinguish between _____and______
To compare ____and_____
Main detail questions ask about the most significant information of the passage. To
answer such a question, you should point out a line or two in the text.
Sample Questions
What news is emphasized in the passage?
In what line is the most significant information given?
If you're not sure of the answer for one of these questions, go back and quickly scan the
passage. You can usually infer the main idea, main topic, or main purpose of the entire passage
from an understanding of the main ideas of the paragraphs that make up the passage and the
relationship between them.
Caution:
Don't answer the initial overview question about a passage until you have answered the
other questions. The process of answering the detail questions may give you a clearer
understanding of the main idea, topic, or purpose of the passage.
The correct answers for main idea, main topic, and main purpose questions summarize
the main points of the passage; they must be more general than any of the supporting ideas or
details, but not so general that they include ideas outside the scope of the passages.
Now you are well prepared to write a half-page abstract of the text.
Abstract is a brief summary of a research paper, which gives an overview of the paper,
focusing on its main points and defining for the reader the outlines of the subject under study.
Abstract must be an independent meaningful text, easy to read (explicit, unambiguous
formulation, short sentences) and understandable to the wide audience. Abstract communicates
the objective of research, the research problem, methods of research, results and their originality,
and areas of application. Important facts, relationships and numerical data are also provided.
Abstract ends, in a separate line, with keywords (5-10 words) which identify the subject areas
discussed in the research.
How to produce an abstract:
1. An abstract is usually around 150–300 words, but there’s often a strict word limit, so
make sure to check the requirements of the university.
2.Outline the article. Note the research problem and objectives.
3. The overall purpose of the study and the research problem(s).
4. The basic design of the study.
5. Major findings or trends found as a result of your analysis.
6. A brief summary of your interpretations and conclusions.
7. Keywords (5-10 words) which identify the subject areas discussed in the research.
UNIT 3. APPROACHES TO INTERCULTURAL COMMUNICATION
Guidelines for intensive reading of DOE texts
Successful intercultural communication is a matter of highest importance if variable
national, social and cultural communities are to benefit by their interaction. This text combines
both theoretical and practical issues associated with intercultural communication which can be
first understood and then acted upon. This broad-based, highly engaging discussion includes a
balance of the classic ideas that laid the groundwork for this field, as well as those that
investigate the field's latest research. Material is presented in context, which allows students to
read, understand and then apply the concepts to their lives to ensure that they are effective,
culturally aware communicators.
PART 1. THE SKILLS OF INTENSIVE READING
Text 3-1. APPROACHES TO INTERCULTURAL COMMUNICATION
(After Intercultural Communication: A Reader by Larry A. Samovar, Richard E.
Porter, Edwin R. McDaniel. Cengage Learning, 2014)
1. Social interaction.
Although the ability to communicate effectively has long been an important aspect of any
social interaction between people from different cultures, within the past decades it has become
overly essential. The power structure of the international community moved from a bipolar
(United States and the Soviet Union) to a unipolar (United States) world. Now, the movement is
rapidly toward a multipolar international arrangement. Responsible world leaders are working
toward greater cooperation on all fronts – economic, political, and military. The policy of
engaging different nations, even when their aims appear diverse, demonstrates this trend toward
increased international integration and cross-cultural interaction.
Movement to a more global, interconnected community has been abetted by dramatic
technological changes, such as digital communication advances that permit the uninterrupted
transfer of large amounts of data across national borders and breakthroughs in transportation that
facilitate the rapid, economical movement of people and goods over vast distances. These events,
often referred to collectively as “globalization,” have brought about unprecedented levels of
interaction among people from different national, ethnic, and religious cultural backgrounds.
Media originating in one country are generally available throughout the world.
Multinational and transnational organizations, replete with multicultural workforces, are now
commonplace. An increasing number of international nongovernmental organizations (NGOs)
are engaged in emergency relief, humanitarian assistance, and charitable service work around the
globe. World tourism, once available only to the wealthy, is a growth industry, with package
tours to international destinations tailored to almost any budget. Nations with declining birthrates
and aging populations are recruiting health care workers from abroad. Immigration, international
marriage, and intercountry adoptions have added to cultural diversity. For example, for the tenyear period 1999–2010, U.S. State Department statistics report that over 178,000 children from
other nations were adopted by U.S. families (“Total Adoptions,” 2010).
Broadly speaking, globalization has brought about the realization that modern societies
must learn to cooperate to prevent their mutual self-destruction. There is a growing perception
that employment of force may result in near-term solutions but will ultimately create problems
that are more complex.
Increased concern over the planet’s ecological degradation resulting from climate change
and pollution has raised awareness of the need for international cooperation on a scale previously
unseen. There is also a recognition of the need to engage in global cooperative efforts on a
number of other issues — nuclear arms, terrorism, over-population, world poverty, and
escalating competition for natural resources.
Closer to home, the United States is faced with such culturally related domestic concerns
as immigration, an aging population, growth of minority groups, and ideological divisions.
Solutions, either whole or partial, to these circumstances will require increased intercultural
understanding.
Before moving further into the study of culture and communication, we need to specify
our approach to intercultural communication and recognize that other people investigate quite
different perspectives. For example, some scholars who examine mass media are concerned with
international broadcasting, worldwide freedom of expression, the premise of Western
domination of media information, and the use of electronic technologies for instantaneous
worldwide communication. Other groups study international communication with an emphasis
on communication between national governments—the communication of diplomacy, economic
assistance, disaster relief, and even political propaganda. Still others are interested in the
communication needed to conduct business on a global basis.
As tides of immigrants and refugees continue to arrive in the United States and other
developed nations, we will be confronted with increased cultural diversity. If we are to continue
to assert that cultural diversity is a valuable, desirable asset and embrace the concept of a global
village, we must quickly learn to accept the advantages and difficulties of multiculturalism and
the need for effective intercultural communication.
2. Looking Back
One of the most noticeable changes over the past two generations is just how
international the world has become. As a result of media and transportation advances, you now
have access to a wide variety of products and services from abroad. Depending on your location,
U.S. cable TV companies now offer channels in Chinese, Japanese, Tagalog, Hindi, Punjabi,
Spanish, Russian, and many other languages. For example, DISH TV has available more than
170 international channels in 28 different languages. A visit to your local supermarket will reveal
a variety of ethnic foods, many imported from other parts of the world. In urban areas, small
ethnic food stores have become the norm. For instance, in La Jolla, California, a small Iranian
market sells a selection of fresh feta cheeses imported from France, Bulgaria, Denmark, and
Greece, as well as delicious pistachios from Iran.
Globalization has brought profound changes to the commercial sector, including the
creation of numerous transnational corporations whose reach influences markets around the
world. For example, Yum! Brands, the parent company of KFC, Pizza Hut, Taco Bell, Long
John Silver, and others, employs over one million workers in more than 110 countries. In earlier
years, international corporate managers came to the United States to launch their careers, but
now it is common to see U.S. managers heading to foreign locations.
For instance, 24 percent of the graduates from MIT’s prestigious Sloan School of
Management took positions abroad. Among U.S. employers, workplace diversity is a continuing
source of concern, and training courses designed to make employees aware of cultural
differences and varied communication behaviors have become routine.
Residence abroad has also increased “because the globalization of industry and education
tramples national borders,” and among the developed nations, the foreign-born population
exceeds 8 percent on average. This international movement also includes students in higher
education. Current estimates are that over three million students are studying in a country other
than their own, and some 672,000 foreign students are attending U.S. universities.
Contemporary U.S. demographics probably represent the most easily noticeable change
relating to cross-cultural issues. Quite simply, the United States has become much more
multicultural over the past fifty years. A glance around your classroom will probably reveal a
mix of people from different ethnicities, nationalities, age groups.
Most of these classmates will be U.S. born, but some may be from other countries. This
is because people born outside the United States constitute 13 percent of the total population, the
largest percentage among the developed nations. And lest you think all immigrants work in low-
wage, dirty jobs, 47 percent of scientists and engineers in America with PhDs are foreign born.
Immigrants in the United States often group themselves together in urban areas, where they
retain their language and culture, unlike their predecessors in the early twentieth century who
were expected, and indeed often forced, to assimilate to the dominant U.S. culture. A particularly
vivid example of contemporary U.S. cultural diversity was the 2010 census website, which could
be accessed in over fifty languages. According to multiple reports, minorities will represent the
collective majority by 2050, and 19 percent of the total population will be foreign born. This
demographic shift is expected to produce considerable social change as members of minority
ethnicities continue to replace the white majority in political, commercial, and educational
positions of power.
In the commercial sector, changes are already occurring. In states such as New Mexico
and California, where Hispanics constitute over 30 percent of the population, Spanish-language
media programs are common, and several large U.S. retailers, including Walmart, have opened
stores in Texas and Arizona specifically catering to the Hispanic market. According to a
Walmart press release, the new stores “feature a layout and product assortment designed to make
it more relevant to local Hispanic customers”. This is an excellent example of how culture
influences our lives. We are comfortable with the things we know and are drawn to them, but we
are often uncomfortable with things we do not know and frequently avoid them.
3. Food for Thought
A review of various websites containing information about the opening of the Walmart
Supermercado stores revealed instances of vitriolic comments, with calls for people living in the
United States to learn English and adopt the U.S. culture. Think about the following: Have you
ever traveled abroad? Did you see any U.S. fast food outlets such as those listed below?
Starbucks in Berlin, Pizza Hut in Beijing, Denny’s in Tokyo, Taco Bell in Bangalore,
Burger King in London, KFC in Paris, Wendy’s in Mexico City.
How did you feel? How do you think the local residents might have reacted when those
restaurants were opened in their home country? Why?
This contemporary mixing of people from varied nationalities and ethnic groups, brought
about by immigration, global business connections, the ease of international travel, Internet
social networking sites, and increased societal acceptance is also dramatically increasing the
number of international interpersonal relationships. In Europe, international marriages (also
referred to as interracial marriage, biracial marriage, cross-cultural marriage, intercultural
marriage, interethnic marriage, and intermarriage) are growing in number (Pulsipher &
Pulsipher, 2008), no doubt abetted by the European Union’s emphasis on cultural diversity. A
recent report indicates that in the United States “7 percent of America’s 59 million married
couples in 2005 were interracial, compared to less than 2 percent in 1970” (Crary, 2007). These
cross-cultural unions are expected to increase, and such couples will encounter a host of
challenges, both within society and between themselves. Cultural issues such as identity, gender
roles, religious traditions, language, communication behaviors, conflict styles, child-rearing
practices, family acceptance, and many, many more, including some as mundane as food
choices, will have to be managed.
The issues of the future we have mapped out in this section represent only a portion of
the cultural challenges you will need to confront in the increasingly globalized social order.
Others problem areas requiring intercultural skills include the following: Religious
fundamentalism will continue to present inflexible opinions on a variety of U.S. domestic
subjects—gay rights, same-sex marriage, pro-life/pro-choice, etc.—which can lead to violent
confrontation.
International fundamentalism remains the motivation for many terrorists and underlies
the Israeli-Palestinian problem. Aging populations coupled with declining birthrates will create a
shortage of indigenous workers in many developed nations, requiring a still greater influx of
immigrants. These new, younger arrivals will be needed to fill vacant jobs and to contribute to
the tax base supporting national social welfare programs.
We began with a discussion of how globalization has harnessed the forces of
contemporary geopolitics, technology, economics, immigration, and media to produce an evershrinking world community, making interaction among people from different cultures more and
more common and necessary. We end with a reflection on the requirement and urgency for
greater tolerance of cultural differences generated by this new multipolar world order. The
world’s population, as well as U.S. domestic demographics, continues to move toward a
pluralistic, multicultural society at a quickstep pace. The social forces behind this movement will
not easily or soon subside. The resulting cultural mixing requires that we, both individually and
as a society, become more tolerant of the varied beliefs, worldviews, values, and behaviors of
people from other cultures. Acceptance or tolerance may not be appropriate in every situation,
nor is universal, unquestioning acquiescence to every difference advocated. We do, however,
have to be willing to “live and let live” on a broader scale. That we do not yet seem able or
prepared to do this is demonstrated by ongoing international and domestic struggles.
The international community is beleaguered with sectarian violence arising from
ideological, cultural, and ethnic differences. As we write this chapter, conflict between religious
factions in Iraq appears to be resurging. In the Darfur region of Sudan, people continue to be
killed and driven from their homes as a result of cultural and racial differences. The longstanding
Israeli-Palestinian conflict remains unresolved, and there is little promise of a solution in the near
future. The dispute between India and Pakistan continues over who should control the disputed
region of Jammu and Kashmir in the Himalayas. The conflict between the Russian government
and separatist movements in the Caucasus continues to ebb and flow. The indigenous Uygur
ethnic minority in western China continues to exhibit animosity toward government policies
favoring immigration into the region by other Chinese ethnic groups, especially the Han.
Drought, famine, a burgeoning population, and ineffective governmental control continue to
exacerbate ethnic and religious violence throughout the Horn of Africa. Maoist insurgents in
eastern India, claiming that the government exploits poor rural peasants, have escalated their
violence. The global war on terrorism, a product of variant ideological and cultural perspectives,
continues with little prospect of a final solution. Disagreement over what constitutes human
rights remains a source of tension among many nations.
Intolerance of differences is also a continuing issue within the United States, where we
are divided over a seeming multitude of culturally based issues, many of which fall along a
conservative vs. Liberal ideological divide. The demands of coping with the diverse customs,
values, views, and behaviors inherent in a multicultural society are producing increased levels of
personal frustration, social stress, and often violence.
Instruction: Above are three meaningfully tied paragraphs of greater length than those in
the previous texts. They contain general information in the field of global changes producing
impact on American society. This text abounds in facts and names which may sound vaguely
familiar but as a would-be multidisciplinary professional in cross-cultural communication you are
advised to take your time and clear out for yourself the connotations behind these facts and
names. Tone questions ask you to determine the author's feelings about the topic by the
language that he or she uses in writing the passage. Attitude questions are similar to tone
questions. Again, you must understand the author's opinion. The language that the author uses
will tell you what his or her position is.
Your task is to understand the texts and determine the authors’ feelings about the topics.
Sample Tone Questions
• What tone does the author take in writing this text?
• How could the tone of this text best be described as?
Sample Answer Choices
The following adjectives indicate if the author's feelings are positive, negative, or neutral
• Positive
• Humorous
• Worried
• Favorable
• Negative
• Outraged
• Optimistic
• Critical
• Neutral
• Amused
• Unfavorable
• Objective
• Pleased
• Angry
• Impersonal
• Respectful
• Defiant
If you read the italicized sentences in paragraph 3, would the tone of this paragraph most
likely be positive or negative? Choose the right descriptors from the list above.
Note: The italicized words in paragraph 3 indicate a negative attitude. Words like ‘The
international community is beleaguered’, ‘animosity, conflict, dispute’ and similar words can
"reverse" the tone of the passage.
Attitude questions are similar to tone questions. Again, you must understand the author's
opinion. The language that the author uses will tell you what his or her position is.
Sample Attitude Questions
What is the authors’ attitude toward the fact that globalization has brought about the
realization that modern societies must learn to cooperate to prevent their mutual self-destruction?
If you read the italicized phrases in paragraph 3, would the author’s attitude most likely
be positive or negative? Choose the right descriptors from the list above.
Organization questions ask about the overall structure of a passage or about the
organization of a paragraph.
A Sample Question
Which of the following best describes the organization of the passage?
Answer Choices
A general concept is defined, and examples are given.
Several generalizations are presented, from which a conclusion is drawn.
The author presents the advantages and disadvantages of ...
The author presents a system of classification for ...
Persuasive language is used to argue against ...
The author describes ...
The author presents a brief account of ...
The author compares … and ...
Questions about previous or following paragraphs ask you to assume how the
passages are organized, what would be the topic of the text. To find the order of the passages,
look for clues in the first lines. To find the topic of the text, look in the first and last lines.
Sample Questions

What topic would the text most likely begin with?

What does the second paragraph most probably discuss?

Can it be inferred from the text which paragraph most likely sums up the author’s
attitude towards the topic?
PART 2. THE SKILLS OF EXTENSIVE READING
A NEW APPROACH TO A THEORY OF CULTURE
Guidelines for extensive reading of DOE texts
Dr. Bernard Saint-Jacques is Linguistics Professor Emeritus at the University of British
Columbia. His research of the last years has been about Intercultural understanding and
communication. This essay discusses the impact of globalization on the study of culture and
intercultural communication. Japan is selected as a case study to illustrate how culture is being
transformed by the shrinking global community. The concept of identity and how it has been
altered by globalization is also discussed in the essay. Professor Saint-Jacques sees people in
modern society as “living at the same time within particular cultural settings on the one hand,
and between different cultural environments on the other one,” which produces multiple
identities. In the second part of his essay, Professor Saint-Jacques proposes an approach to
teaching intercultural communication (ICC) in the globalized society. His method involves
viewing culture as “ways of thinking, beliefs, and values,” and a greater incorporation of
language into the teaching of ICC.
This essay is intended to show you that there are many ways of viewing culture, but also
that your views should not become static. Culture and communication are influenced by societal
changes, and these changes need to be acknowledged, both in theory development and in
classroom instructional methods.
Text 3-2. A THEORY OF CULTURE AND INTERCULTURAL
UNDERSTANDING
(After Bernard Saint-Jacques’ Intercultural Communication in a Globalized World
// Intercultural Communication: A Reader. L. A. Samovar, R. E. Porter, E. R. McDaniel.
2014)
1. Introduction
Intercultural communication is based on intercultural understanding. Intercultural
understanding cannot be realized without an objective and up-to-date understanding of the notion
of culture. Globalization, however, has changed the notion of culture. Culture can no longer be
described as the property of a single nation.
Globalization has changed the concept of culture. Globalization stands for the
overlapping of global and local factors (Robertson, 1997). Human beings are living at the same
time within particular settings on the one hand, and between different cultural environments on
the other one. This is nothing new.
One lives between one’s home in a family, on the one side, and also is situated in the
daily life world – going to school, working in one’s professional life, on the other.
This has been happening for thousands of years. In a culturally globalized world,
between-situations are becoming essential for any understanding of culture. There were three
stages in globalization.
The first one was political, the founding of the United Nations in 1945.
The second one was the economic globalization, the spread of free-market capitalism in
virtually every country of the world since 1980.
The third one is … cultural globalization, which has an essential function for the efficient
working of the political and economic globalizations of the world. In fact, the economic and
political globalizations have given rise to the problematic triangle “identity–culture–
communication” in international relations (Wolton, 2005). As the technology for worldwide
transmission of information continues to progress, attempts by some countries to restrict this
transmission are becoming more and more ineffective (McPhail, 1989).
The debates on globalization have focused on economic and political issues, but the
powerful impact of globalization on culture has not been sufficiently analyzed and researched.
Globalization provides a good opportunity to reflect on the efficiency of the tools which
the intercultural enterprise so far has developed to promote intercultural understanding
(Kalscheuer, 2002). Thomas’s (1996) definition of culture as a system that is valid for all
members of a society or nation, as well as Hall’s (1984) and Hofstede’s (1980, 1991, 1997)
“cultural dimensions”, fixed sets of polar attributes (collectivism vs. individualism, monochronic
vs. polychronic, high power distance vs. low power distance, high context culture vs. low context
culture, etc. …) obtained with questionnaires to very small groups of participants of a given
society, are not any more adapted to research in intercultural understanding.
Cultures are not homogeneous and stable entities. Recent cultural theory takes into
account the increasing mixture of cultures and people within each culture, and emphasizes the
hybrid nature of culture (Bhabba, 1994, Pieterse, 1994, Shweder & Sullivan, 1990). Welsh
(1999) stresses the reciprocal influences of cultures.
2. Three Decades Have Passed
It is essential to recall that three decades have passed since Hofstede proposed his
cultural dimensions and his classification of countries. During that time, there were many
reviews of Hofstede’s work expressing several important caveats in dimensionalizing cultural
values. A large number of questions remains as to how exactly these concepts work in real-life
relationships. These concepts suffer from the same weakness as the concepts of culture in that
they are too readily used to explain everything that occurs in a society (Kim, Triandis,
Kagitcibasi, Choi, 1994). Concerning individualism versus collectivism, the multidimensional
nature of these concepts has been frequently discussed. We can be both individualistic in some
situations and collectivistic in others (Kim et al., 1996).
In a recent paper, Chirkov, Linch, and Niwa (2005), examining the problems in the
measurements of cultural dimensions and orientations, raised three basic questions:
(1) “The operationalization of individualism/collectivism assumes a high degree of
cultural homogeneity of the surveyed countries across geographical regions and across different
life domains. This assumption however is far from reality, especially in multiethnic countries”.
(2) Moreover, this operationalization of cultural dimensions ignores the fact that different
cultural values and practices may be internalized by people to different degrees, thus
demonstrating high interpersonal variation in their endorsement (D’Andrade, 1992).
(3) Measuring culture-related constructs to average individuals’ scores on, for example,
an individualism–collectivism self-report scale, across samples taken from different countries is
wrong. “This does not make sense because culture is not an attribute of a person, nor is it the
main value of some aggregate of individuals”. Further, quoting Fisk (2002), Chirkov et. al.
(2005) conclude that “taking the mean of a group of individual scores does not make such
variables into measurements of culture”.
Moreover, the expressed cultural values of many intercultural surveys and questionnaires
are not necessarily the same as behaviors. The sample and the participants used in intercultural
surveys have often been criticized as not representative of the culture of a given country being
studied. In many cases, the participants were college or university students, and sometimes
surveyed outside of their country of origin, without taking into account the cultural influence of
the country in which they had been international students for some years.
Visser, Krosnick and Lavrakas (2000) have emphasized the non-probability and the nonrepresentative sample of participants in most cross-cultural studies. These authors warned social
and cross-cultural psychologists that “social psychological research attempting to generalize
from a college student sample to a nation looks silly and damages the apparent credibility of our
enterprise”.
In Goodwin’s book Personal Relationships across Cultures (1999), one can find
interesting discussions of Hofstede’s classification. In the introduction, Goodwin writes: “I will
try to demonstrate how many of our cherished views of other cultures are becoming less relevant
and less accurate – If, indeed, they were ever accurate at all” (1999). What is also striking is that
data from a reexamination of Hofstede’s country classifications, conducted twenty-five years
after the original research, suggests “significant shifts in value classifications in some countries”
(Fernandez, et. al., 1997). In an interview in Canada published in the InterCultures Magazine,
Oct. 2006, when asked, “Between the time that you were first analyzing the data and now, has
your definition of culture changed at all?” Hofstede answered: No, not really. Of course, you
have to realize that culture is a construct. When I have intelligent students in my class, I tell
them: “One thing we have to agree on: culture does not exist.” Culture is a concept that we made
up which helps us understand a complex world, but it is not something tangible like a table or a
human being. What it is depends on the way in which we define it. So, let’s not squabble with
each other because we define culture slightly differently; that’s fine.
From this interview, it is quite clear that Hofstede’s “cultural dimensions” are not at all
the rigid and universal fixed sets of polar attributes that several scholars are still using in their
intercultural research.
Three Basic Facts for a Theory of Culture and Intercultural Understanding. Any
theory of culture in this globalized world must address the following three basic facts: (1)
Cultural Predestination! (2) Individual Values, and (3) A Set of Dynamic Processes of
Generation and Transformation.
Some aspects of these facts are not new and have been discussed by scholars in the past;
these basic facts, however, have often been disregarded by those doing research in intercultural
communication, resulting in very dubious affirmations about the nature of various cultures and
people living in these cultures. The pragmatic integration of these three facts in intercultural
research represents the essential basis for the new approach to a theory of culture proposed in
this paper.
3. Cultural Predestination!
Cultural comparisons should avoid overstressing differences because it leads to
overemphasizing the features of a given culture, as if it were a unique attribute. It is quite clear
that in the past, in order to make comparisons more striking, people have been tempted to
exaggerate differences, leading to a focus on a given country’s distinctive features at the expense
of those characteristics it shares with other societies. Yamazaki (2000) writes: “Human beings
seem to like to give themselves a sense of security by forming simplistic notions about the
culture of other countries.” Stereotypes are then often created.
It is essential to research distinctive features in the light of features which are common to
other cultures. To put it in Yamazaki’s words: “Commonalities are essential if comparisons are
to be made” (Yamazaki, 2000). Cultures are not predestined to have some immutable distinctive
characteristics. Yamazaki uses the expression “cultural predestination” (2000) and Demorgon
(2005) emphasizes the same idea: “The absolute distinctiveness of cultures is a problematic
notion.” The reason for this is quite simple: cultures influence each other and often there is a
process of fusion. How can one attribute at a given moment distinctive features to a culture
which is in perpetual development and change? This point will be developed to a greater extent
in the section dealing with the dynamism of cultures.
4. Individual Values
A nation or an ethnic group cannot be considered as a single unit. Nations are not
culturally homogeneous. Within the same nation, social classes, age, gender, education, religious
affiliations and several other factors constitute the self-awareness and self-consciousness which
become the markers of cultural identity, subcultures within a national culture. There are, within a
nation, regional cultures, cultures of towns and villages, small group cultures, and family
cultures which form cultural units. Renan’s 1882 famous definition of nation, “L’essence d’une
nation est que tous les individus aient beaucoup de choses en commun” [The essence of a nation
is that the individuals of this nation have many things in common] has to be extended to the
various groups which constitute cultural units in a nation. The members of these groups also
have many things in common. Nations are not culturally homogeneous. Individuals within a
given nation are not always identical and their cultural behavior might be different. Several
studies, for instance, Kim (2005), and Kim, Hunter, Miyara, Horvath, Bresnahan and Yoon
(1996) have emphasized this point. Very often, individual values rather than cultural values will
be better predictors of behavior (Leung, 1989, Leung & Bond, 1989, Triandis, 1988). It is quite
evident in the modern world that culture-level generalizations or national-culture generalizations
are no longer adequate for intercultural research.
It is sufficient to consider the vast number of countries in the world which are
multicultural and multilingual and where there is considerable immigration. Canada, where you
have English-Canadians and French-Canadians, First Nations, and another 35 percent of the
population which is neither from British nor French origin but coming from forty different
countries, is only one example. It is also the case for the United States, all countries of the
European Union, South American countries, most Asian and African countries. Here, one cannot
resist quoting some passages of a very recent article by James B. Waldram (2009):
“Anthropologists began to appreciate the artificial nature of their notion of ‘cultures’ as distinct,
bounded units harboring culturally identical citizens…. We began to appreciate ‘culture’ as a
live experience of individuals in their local, social worlds”. In addition, he adds: “Cross-cultural
psychology has retained the broad generalizations and essentializations rejected by anthropology,
to continue to assign research participants to groups as if there were no significant intra-cultural
variability, and then engage in primarily quantitative comparisons”.
It is now more than evident that serious cultural research cannot apply anymore the
absolute and general dimensions of individualism versus collectivism, high-context versus lowcontext and other similar dimensions to most countries in the world.
5. Culture Is a Set of Dynamic Processes of Generation and Transformation
The third fact which must be considered in intercultural research is that culture is not
static, it is a dynamic process. In his recent book, Demorgon (2005) insists that cultures are not
static phenomena; they change constantly and are indefinitely renewable.
Yamazaki makes the same point: “Culture is by no means a fixed entity, but a set of
dynamic processes of generation and transformation” (Yamazaki, 2000). To affirm the
singularity of culture is questionable, insists Demorgon (2005), how indeed can one label a
culture as unique and coherent when it is in constant development? Different cultures influence
each other, occasionally fusing. It is necessary therefore to direct attention from narrowly
defined culture theory and seek not for the attributes present in specific cultures, but for the
fundamental principles that precede and give rise to all cultures. These pre-cultural principles are
subliminally present in every culture. According to Yamazaki, cultural fusion, therefore, is not a
matter of one culture assimilating features of another but something in the other culture
stimulating the full flowering of aspects already present in the first.
One of these pre-cultural principles is individuation. The tendency toward individuation
represents the drive to preserve individual units of life. This principle is antecedent to culture.
The concept of individuation relates to the modern notion of individualism but precedes it
(Yamazaki, 2000).
Following several authors, Waldram (2009) argues that the concept of acculturation has
outlived whatever usefulness it may have had, and that scholars should focus on the process of
enculturation, or culture learning. For Waldram, culture learning is “the process of learning to be
cultural in a given real world context” (Waldram, 2009). He concludes that a new paradigm for
culture is needed: “one that is theoretically and conceptually driven, rather than
methodologically driven”…. This, of course, represents quite a shift in thinking from the classic
emphases on contact involving “autonomous cultural systems” (Waldram, 2009).
Moreover, it has to be strongly emphasized that globalization is not a factor of
homogenization but of diversity. In a recent paper, Bhawuk (2008) writes: “Creating new
knowledge using concepts and ideas from indigenous cultures will help increase the diversity of
theories and models which may be necessary for the global village…. Quality cross-cultural
research demands that models and theories that question the contemporary values, beliefs, and
models be welcomed…. Globalization is not about homogeneity but about diversity…. It is
hoped that researchers will contribute to the differentiation of knowledge base rather than force
homogeneity for defending monocultural theories.” (To be continued)
Instruction: Professor Saint-Jacques’ essay offers a new, seemingly paradoxical
approach to a theory of culture, based upon a survey of views of culturologists who direct
attention from narrowly defined culture theory. It is necessary that the student identify different
theoretical approaches to get a general idea of how views may vary in the field of academic
research. When surveying each paragraph of the text you mostly rely on circumstantial evidence.
Circumstantial evidence is evidence not drawn from the direct observation of a fact. If, for
example, globalization is claimed to be leading not to homogeneity but to diversity, then there is
circumstantial evidence that researchers will contribute to the differentiation of knowledge base
rather than force homogeneity for defending monocultural theories. Write a one-page summary
of the text.
Overview questions ask you to determine the author’s attitude to a specific item, the
main topic of a passage, the author's main point, the primary purpose of a passage, the
organization of a passage, etc. Before answering a variety of overview questions about short
passages, read the passages and mark possible answer choices.
Sample Questions
 How does the author disprove the idea of individualism versus collectivism?
 Which of the following statements would the author most likely support?
(1) “The operationalization of individualism/collectivism assumes a high degree of
cultural homogeneity of the surveyed countries across geographical regions and across different
life domains.
(2) The operationalization of cultural dimensions ignores the fact that different cultural
values and practices may be internalized by people to different degrees, thus demonstrating high
interpersonal variation in their endorsement.
(3) Measuring culture-related constructs to average individuals’ scores on an
individualism–collectivism self-report scale, across samples taken from different countries is
wrong.
 The author would be LEAST likely to agree with which of the following
statements?
A. Culture can be described as the property of a single nation.
B. Hofstede’s “cultural dimensions” are all the rigid and universal fixed sets of polar
attributes that several scholars are still using in their intercultural research.
C. Anthropologists began to appreciate the artificial nature of their notion of ‘cultures’ as
distinct, bounded units harboring culturally identical citizens.
 Find out most characteristic lines that best summarize the author's attitude.
 What is the author's main point in the passage?
 What is the main topic of this passage?
 What is the main idea of the passage?
 What does the passage mainly discuss?
 Why did the author write this passage?
Sample Answer Choices
This author's main purpose in writing is to ...
The passage mainly concerns ...
The main idea of this passage is that ....
The primary purpose of this passage is to ...
The passage primarily deals with ...
The passage mainly discusses ...
The main topic of this passage is ...
The passage primarily deals with ...
The tone of the passage could best be described as
(A) objective;
(B) optimistic;
(C) angry;
(D) humorous.
Point out samples of contrast in the first pragraph. How do they predetermine the
ongoing narration?
Caution:
Don't answer the initial overview question about a passage until you have answered the
other questions. The process of answering the detail questions may give you a clearer
understanding of the main idea, topic, or purpose of the passage.
The correct answers for main idea, main topic, and main purpose questions summarize
the main points of the passage; they must be more general than any of the supporting ideas or
details, but not so general that they include ideas outside the scope of the passages.
Now you are well prepared to write a one-page summary of the text.
Write a "stand-alone" summary to show a teacher that you have read and understood the
text.
How to produce a summary:
1.Read the article to be summarized and be sure you understand it.
2.Outline the article. Note the major points.
3.Write a first draft of the summary without looking at the article.
4.Always use paraphrase when writing a summary. If you do copy a phrase from the
original be sure it is a very important phrase that cannot be paraphrased. In this case put
"quotation marks" around the phrase.
5.Target your first draft for approximately 1/4 the length of the original.
The features of a summary:
1.Start your summary with a clear identification of the type of work, title, author, and
main point in the present tense.
Example: In the article "…" Professor Saint-Jacques offers a paradoxical approach to a
theory of culture, based upon a survey of views of culturologists who direct attention from
narrowly defined culture theory.
2.Check with your outline and your original to make sure you have covered the important
points.
3.Never put any of your own ideas, opinions, or interpretations into the summary. This
means you have to be very careful of your word choice.
4. Periodically remind your reader that this is a summary by using phrases such as the
article claims, the author suggests, etc.
4.Write a complete bibliographic citation at the beginning of your summary. A complete
bibliographic citation includes as a minimum, the title of the work, the author, the source.
UNIT 4. CROSS-CULTURAL COMMUNICATION – THE NEW NORM
Guidelines for reading texts on cross-cultural communication
Teaching culture in the DOE reading classes should not be separated from teaching text
organization and language content, and consequently, DOE text intensive reading should also
include understanding skills of the cross-cultural communication. Success in intercultural
communication depends greatly on operational expertise. This text emphasizes the importance of
learning target culture and understanding cultural differences, which will benefit and facilitate
cross-cultural communication under diverse circumstances. Thereby, this issue is relevant to
DOEL reading classes focusing on the improvement of both students’ language and cultural
skills.
PART 1. THE SKILLS OF INTENSIVE READING
Text 4-1. CROSS-CULTURAL COMMUNICATION – THE NEW NORM
(After LeBaron, Michelle. "Cross-Cultural Communication." Beyond Intractability.
Conflict Information Consortium, University of Colorado, Boulder.)
“We didn't all come over on the same ship, but we're all in the same boat."
– Bernard Baruch, American financier and statesman.
It's no secret that today's workplace is rapidly becoming vast, as the business
environment expands to include various geographic locations and span numerous cultures. What
can be difficult, however, is understanding how to communicate effectively with individuals who
speak another language, or who rely on different means to reach a common goal.
1. The Internet and modern technology have opened up new marketplaces that allow us to
promote our businesses to new geographic locations and cultures. And given that it can now be as easy
to work with people remotely as it is to work face-to-face, cross-cultural communication is increasingly
the new norm.
After all, if communication is electronic, it's as easy to work with someone in another
country as it is to work with someone in the next town.
And why limit yourself to working with people within convenient driving distance when,
just as conveniently, you can work with the most knowledgeable people in the entire world?
For those of us who are native English-speakers, it is fortunate that English seems to be
the language that people use if they want to reach the widest possible audience. However, even
for native English speakers, cross-cultural communication can be an issue: Just witness the
mutual incomprehension that can sometimes arise between people from different Englishspeaking countries.
In this new world, good cross-cultural communication is a must.
2. Given different cultural contexts, this brings new communication challenges to the
workplace. Even when employees located in different locations or offices speak the same language (for
instance, correspondences between English-speakers in the U.S. and English-speakers in the UK), there
are some cultural differences that should be considered in an effort to optimize communications
between the two parties.
In such cases, an effective communication strategy begins with the understanding that the
sender of the message and the receiver of the message are from different cultures and
backgrounds. Of course, this introduces a certain amount of uncertainty, making
communications even more complex.
Without getting into cultures and sub-cultures it is perhaps most important for people to
realize that a basic understanding of cultural diversity is the key to effective cross-cultural
communications. Without necessarily studying individual cultures and languages in detail, we
must all learn how to better communicate with individuals and groups whose first language, or
language of choice, does not match our own.
3. However, some learning the basics about culture and at least something about the language
of communication in different countries is important. This is necessary even for the basic level of
understanding required to engage in appropriate greetings and physical contact, which can be a tricky
area inter-culturally. For instance, kissing a business associate is not considered an appropriate business
practice in the U.S., but in Paris, one peck on each cheek is an acceptable greeting. And, the firm
handshake that is widely accepted in the U.S. is not recognized in all other cultures.
While many companies now offer training in the different cultures where the company
conducts business, it is important that employees communicating across cultures practice
patience and work to increase their knowledge and understanding of these cultures. This requires
the ability to see that a person's own behaviors and reactions are oftentimes culturally driven and
that while they may not match our own, they are culturally appropriate.
If a leader or manager of a team that is working across cultures or incorporates
individuals who speak different languages, practice different religions, or are members of a
society that requires a new understanding, he or she needs to work to convey this.
Consider any special needs the individuals on your team may have. For instance, they
may observe different holidays, or even have different hours of operation. Be mindful of time
zone differences and work to keep everyone involved aware and respectful of such differences.
Generally speaking, patience, courtesy and a bit of curiosity go a long way. And, if you
are unsure of any differences that may exist, simply ask team members. Again, this may best be
done in a one-on-one setting so that no one feels "put on the spot" or self-conscious, perhaps
even embarrassed, about discussing their own needs or differences or needs.
4. Next, cultivate and demand understanding and tolerance. In doing this, a little
education will usually do the trick. Explain to team members that the part of the team that works
out of the Australia office, for example, will be working in a different time zone, so electronic
communications and/or return phone calls will experience a delay. And members of the India
office will also observe different holidays (such as Mahatma Gandhi's Birthday, observed on
October 2).
Most people will appreciate the information and will work hard to understand different
needs and different means used to reach common goals. However, when this is not the case, lead
by example and make it clear that you expect to be followed down a path of open-mindedness,
acceptance and tolerance.
Tip: Tolerance is essential. However, you need to maintain standards of acceptable
behavior. The following "rules of thumb" seem universal:
 Team members should contribute to and not hinder the team's mission or harm
the delivery to the team's customer.
 Team members should not damage the cohesion of the team or prevent it from
becoming more effective.
 Team members should not unnecessarily harm the interests of other team
members.
Other factors (such as national law) are obviously important.
When dealing with people in a different culture, courtesy and goodwill can also go a long
way in ensuring successful communication. Again, this should be insisted on.
If your starting point in solving problems is to assume why communication has failed,
you'll find that many problems are quickly resolved.
5. When you communicate, keep in mind that even though English is considered the
international language of business, it is a mistake to assume that every businessperson speaks good
English. In fact, only about half of the 800 million people who speak English learned it as a first
language. And, those who speak it as a second language are often more limited than native speakers.
When you communicate cross-culturally, make particular efforts to keeping your
communication clear, simple and unambiguous.
And (sadly) avoid humor until you know that the person you're communicating with
"gets it" and isn't offended by it. Humor is notoriously culture-specific: Many things that pass for
humor in one culture can be seen as grossly offensive in another.
6. Finally, if language barriers present themselves, it may be in every one's best interest
to employ a reliable, experienced translator. Because English is not the first language of many
international business people, their use of the language may be peppered with culture-specific or
non-standard English phrases, which can hamper the communication process. Again, having a
translator on hand (even if just during the initial phases of work) may be the best solution here.
The translator can help everyone involved to recognize cultural and communication differences
and ensure that all parties, regardless of geographic location and background, come together and
stay together through successful project completion.
UNDERSTANDING THE TEXT ORGANIZATION: SUBHEADINGS, KEY WORDS,
REFERENTS, LINKING WORDS
Instruction: While in class, you do not have time to read every word carefully.
Remember that your starting task is not to understand all of the text. It is often only
necessary to read a small part of the text carefully to find some specific information.
In most well-written English texts, every paragraph deals with a specific aspect of a
topic. The first sentence of a paragraph usually tells the reader what the rest of the paragraph is
about so when you are trying to identify the main idea of a paragraph, you should read the first
sentence carefully. Then, keeping the idea of the first sentence in mind, you should quickly
check the rest of the paragraph, picking up only some of the words.
This is skim reading or skimming. Using this technique you will have a general idea of
what the writer is saying about the topic. Surveying the text tells you about the topic or subject
of the text. It may also tell you something about how the text is organized (subheadings are
especially useful). Surveying may also tell you something about the writer's purpose—whether
the intention is to give instructions, to compare, to give information, and so on.
Step 1 – Survey the text
Surveying has already been discussed several times in this book. Can you remember what
to look at when you survey? A list of headings can give you some useful information to help you
quickly understand what each part of the text will be about.
Step 2 – Skim read each paragraph
Every paragraph deals with a specific aspect of a topic. The first sentence of a paragraph
will most probably tell the you what the rest of the paragraph is about so when you are trying to
identify the main idea of a paragraph, you should read the first sentence carefully. Using this
technique you will have a general idea of what the writer is saying in each paragraph.
Step 3 – Determine which heading is the best match for each of the paragraphs marked
by the numbers.
(Note that you are trying to identify topics only.) This will help you know where (in
which paragraph or section) to scan later for the answer to a question. If the text has a lot of
subheadings, it is much easier to identify text organization.
And Get Help if You Need
It
Collaborative Efforts – a
Must!
Demand Tolerance
Developing Awareness of
Individual Cultures
Keep it Simple
Understanding
Cultural
Diversity
Of course, when you skim-read a text you cannot get as much information from the text
as when you read it all carefully, but by skimming you can quickly get enough information to
help you get context clues. Remember that efficient use of time is one of the most important
skills.
You will have to adjust the speed of your skimming according to how easy the text is for
you to understand. If a paragraph does not have a first sentence which gives the topic of the
paragraph clearly, you have to skim more carefully. But don't forget that you should not read
every word – reading every word will waste too much time.
To remind: the best way to find details quickly is to use scanning. Scanning is searching
for key words or synonyms by looking quickly through the text. For example, you scan when
you look for a word in a dictionary. You do not read every word as you search for the word(s)
you want.
Scanning paragraphs for key words
The best way to find key words is to use scanning by looking quickly through the text.
Your eyes move across and down through the text without reading it in your normal way.
Also, another source which tells you how to find key words is the subject or the source of
the text. Look at the text CROSS-CULTURAL COMMUNICATION – THE NEW NORM.
This title can help you understand that key words must concern any kinds of norms or be
connected with norms.
E.g.: in paragraph 1 it is possible to point out the following key words: cross-cultural
communication, norm, to work, distance.
Task: Find 4-5 key words in each paragraph
Follow the three-step strategy to make finding the answer easier.
Step 1 – Survey the text:
Look at any parts of the text that stand out:
the title, section headings or subheadings,
any words in special print (bold, italics, CAPITALS or underlined).
Step 2 – Make sure you know what you are looking for:
scan for key words or synonyms by looking over the text,
do not read every word.
Step 3 – Select 5-10 key words for the whole text:
Reference words
Reference words are nouns (called the referents), pronouns or some expressions referred
to. The correct reference is NOT always the noun that is closest to the pronoun in the passage.
The correct choices are usually other nouns that appear in the passage. If you are unable
to decide immediately which referent is correct, substitute the possible choices for the word that
is being asked about.
E.g.: Structurally, the word combination the cohesion of the team should be the referent
for the pronoun it in the following sentence: Team members should not damage the cohesion of
the team or prevent it from becoming more effective. However the author makes a logical
mistake because of the two nouns the cohesion can be damaged but the team can be prevented
from becoming more effective.
Task: What is the referent for the following italicized phrase?
In the sentence: However, some learning the basics about culture and at least something
about the language of communication in different countries is important.
What is important? learning (the basics and something) is important or something
(about the language) is important?
Linking Words
Knowing the meaning and the purpose of linking words in sentences can be very useful
for academic reading. For example, in the following passage there are two linking words:
Because English is not the first language of many international business people, their use
of the language may be peppered with culture-specific or non-standard English phrases, which
can hamper the communication process. Both Because and which give: consequence – which,
between clauses, and reason – Because, between sentences.
The more common linking words can be divided into six main groups according to
their purpose.
1. Showing sequence, e.g., finally, firstly, secondly, then, next, after this.
Finally, if language barriers present themselves, it may be in every one's best interest to
employ a reliable, experienced translator.
2. Giving additional information, e.g., as well, even, in addition, also, besides this, as
well as, and.
Be mindful of time zone differences and work to keep everyone involved aware and
respectful of such differences.
3. Giving examples, e.g., for example, such as, for instance, be illustrated by.
For instance, they may observe different holidays, or even have different hours of
operation.
4. Giving reasons or causes, e.g., the cause, be the result of, because of this, due to this,
be caused by this, because, result from.
Because English is not the first language of many international business people ...
5. Showing contrast, e.g., but, however, though, although, while, despite, even though,
whereas, on the other hand.
… We didn't all come over on the same ship, but we're all in the same boat.
Note: Even though the above linking words may be in one group, in sentences, they are
often used in different ways.
PART 2. THE SKILLS OF EXTENSIVE READING
THE ISSUE OF CULTURAL DIVERSITY
Guidelines for extensive reading of DOE texts
Successful intercultural communication is a matter of highest importance if variable
national, social and cultural communities are to benefit by their interaction. This text combines
both theoretical and practical issues associated with intercultural communication which can be
first understood and then acted upon. This broad-based, highly engaging discussion includes a
balance of the classic ideas that laid the groundwork for this field, as well as those that
investigate the field's latest research. Material is presented in context, which allows students to
read, understand and then apply the concepts to their lives to ensure that they are effective,
culturally aware communicators.
Text 4-2. INVESTING IN CULTURAL DIVERSITY AND INTERCULTURAL
DIALOGUE
(After UNESCO World Report, May 2020)
Cultural diversity has emerged as a key concern at the turn of a new century. Some
predict that globalization and the liberalization of the goods and services market will lead to
cultural standardization, reinforcing existing imbalances between cultures. Others claim that the
end of the bipolar world of the Cold War and the eclipse of political ideologies will result in new
religious, cultural and even ethnic fault lines, preluding a possible “clash of civilizations”.
Scientists warn of the threats to the Earth’s environment posed by human activity, drawing
parallels between the erosion of biodiversity and the disappearance of traditional modes of life as
a result of a scarcity of resources and the spread of modern lifestyles. “Diversity” is becoming a
rallying call among those who denounce persistent socio-economic inequalities in developed
societies. Cultural diversity is similarly posing a challenge to the principles of international
cooperation: it is invoked by some to contest universally recognized human rights, while others
— like UNESCO — hold firmly to the view that full and unqualified recognition of cultural
diversity strengthens the universality of human rights and ensures their effective exercise. Yet
the meanings attached to this catch-all term are as varied as they are shifting. Some see cultural
diversity as inherently positive, insofar as it points to a sharing of the wealth embodied in each of
the world’s cultures and, accordingly, to the links uniting us all in processes of exchange and
dialogue. For others, cultural differences are what cause us to lose sight of our common
humanity and are therefore at the root of numerous conflicts. This second diagnosis is today all
the more plausible since globalization has increased the points of interaction and friction
between cultures, giving rise to identity-linked tensions, withdrawals and claims, particularly of
a religious nature, which can become potential sources of dispute. Underlying the intuition that
all these phenomena are in practice linked and relate, each in its own way, to a particular
understanding of cultural diversity, the essential challenge would be to propose a coherent vision
of cultural diversity so as to clarify how, far from being a threat, it can become beneficial to the
actions of the international community. This is the essential purpose of the present report.
Thus, the World Report does not seek to provide ready-made solutions to the problems
liable to confront decision-makers. Rather, it aims to underline the complexity of these problems,
which cannot be solved by political will alone, but call for better understanding of the underlying
phenomena and greater international cooperation, particularly through the exchange of good
practices and the adoption of common guidelines.
Cultural diversity is above all a fact: there exists a wide range of distinct cultures, even if
the contours delimiting a particular culture prove more difficult to establish than might at first
sight appear. Moreover, awareness of this diversity has today become relatively commonplace,
being facilitated by the globalization of exchanges and the greater receptiveness of societies to
one another. While this greater awareness in no way guarantees the preservation of cultural
diversity, it has helped to give the topic greater visibility. Cultural diversity has moreover
become a major social concern, linked to the growing variety of social codes within and between
societies.
It is therefore a very real challenge to attempt to persuade the different centres of
civilization to coexist peacefully. As conceived by UNESCO — a conception remote from those
ideological constructions that predict a ‘clash of civilizations’ — civilization is to be understood
as ‘work in progress’, as the accommodation of each of the world’s cultures, on the basis of
equality, in an ongoing universal project.
These considerations argue in favor of a new approach to cultural diversity — one that
takes account of its dynamic nature and the challenges of identity associated with the
permanence of cultural change. This necessarily entails changes to UNESCO’s role in this
context. For, whereas the Organization’s longstanding concern has been with the conservation
and safeguarding of endangered cultural sites, practices and expressions, it must now also learn
to sustain cultural change in order to help individuals and groups to manage diversity more
effectively — for this ultimately is the major challenge: managing cultural diversity. The
challenge inherent in cultural diversity is not posed simply at the international level (between
nation-states) or at the infra-national level (within increasingly multicultural societies); it also
concerns us as individuals through those multiple identities whereby we learn to be receptive to
difference while remaining ourselves. Thus, cultural diversity has important political
implications: it prescribes the aim of freeing of stereotypes and prejudices in order to accept
others with their differences and complexities. In this way, it becomes possible to rediscover our
common humanity through our very diversity. Cultural diversity thereby becomes a resource,
benefitting cultural intellectual and scientific cooperation for development and the culture of
peace.
The four key areas of cultural diversity are languages, education, communication and
cultural content. In each of these areas, cultural diversity can be promoted and nurtured, for its
own sake and for the benefit of the corresponding sectoral policies. Of course, virtually all
activities can have an impact on cultural diversity, and vice versa. However, the fields in
question are particularly relevant in the sense that cultural diversity both depends on and
significantly influences their evolution. Languages doubtless constitute the most immediate
manifestation of cultural diversity. Today they are facing new challenges and steps must be taken
both to revitalize endangered languages and promote receptiveness to others through a command
of several languages — mother tongue, national language and an international language — and
through the development of translation capacity. These considerations argue in favor of a new
approach to cultural diversity — one that takes account of its dynamic nature and the challenges
of identity associated with the permanence of cultural change and development of unity in
diversity. Diversity can no longer be seen as being at odds with or opposed to the universally
shared principles on which our common humanity is based. Cultural diversity accordingly
becomes a key instrument for the effective exercise of universal human rights and for the
renewal of strategies aimed at strengthening social cohesion through the development of new and
more participatory forms of governance.
In the field of education, we must seek to strike a balance between the requirements of
education for all and the integration of cultural diversity in educational strategies through the
diversification of educational contents and methods, and a new emphasis on the development of
intercultural competencies conducive to dialogue. More generally, there is a need to promote
practices involving out-of-school learning and value transmission, notably in the informal sector
and through the arts, as developed by societies worldwide. Concerning communication and
cultural content, the focus is on the importance of overcoming certain obstacles that, by
hampering the free circulation of ideas by word and image, can impair our responses to cultural
diversity. Persistent stereotypes and major disparities in the capacity to produce cultural contents
are a particular concern and call for greater efforts to promote media literacy and information
skills, particularly through the information and communication technologies (ICTs).
Cultural diversity can help to renew the international community’s approaches to a series
of problems that have existed since the founding of the United Nations: development on the one
hand, and peace-building on the other, in particular the promotion of universally recognized
human rights. It is well known that effective development policies must take account of the
different cultural settings in which they are to be deployed. Cultural diversity can be instrumental
in the empowerment of communities, populations and groups. It can be the linchpin of
innovative strategies for protecting the environment and combating poverty and inequality.
Globalization is often seen as a unidirectional and unidimensional process, driven by a
Western-dominated global market economy and tending to standardize, streamline and
transnationalize in ways inimical to cultural diversity. The focus is on the threat posed to local
cultural products and practices by globalized consumer goods and services — on how television
and video productions are tending to eclipse traditional forms of entertainment, how pop and
rock music are drowning out indigenous music, or how convenience food is blunting the appetite
for local cuisine. Some forms of cultural diversity are clearly more vulnerable than others.
Most local communities worldwide have been exposed to some extent to the images and
consumer practices typical of this Western paradigm, which has now impacted on almost all
countries, irrespective of culture, religion, social system and political regime. The adoption of
many of its facets is closely linked to rapidly expanding urban living, which now involves some
50 percent of the world’s population. Cultural erosion has accordingly become an issue of
increasing concern since numerous modes of life are being lost and many cultural forms and
expressions are disappearing. There is a widespread sense that globalization is leading to
pervasive cultural homogenization, not to say hegemonization by stealth. There can be no doubt
that the development of transnational markets, linked to the rise of consumerism promoted by
skillful advertising, is impacting significantly on local cultures, which are finding it difficult to
compete in an increasingly global marketplace. In this context, the tendency of enterprises to
delocalize to the developing world as part of the liberalization of world trade is creating new
consumer patterns in which the juxtaposition of contrasting lifestyles can serve to accelerate
cultural change that may be neither welcome nor desirable.
Linguistic homogenization typically accompanied the creation of nation-states in the
wake of decolonization and, more recently, the collapse of the Soviet Union and its affiliated
satellites. Nation-states can constitutionally defi ne the status of languages spoken in their
territory and decide on the spheres in which they are to be used.
With more than 1 billion (first and second language) speakers, English is undeniably the
most widespread language of communication. It is the official or main language in almost 60
countries (nearly one-third of the Member States of the United Nations), is present in another 75
countries, and is also the matrix language of more than 40 creole and pidgin languages. English
has been described as ‘the only shared medium across the vast Asian region’, home to the
world’s largest population, and remains the dominant language across cultural industries, the
Internet and media, as well as in diplomacy. Two billion people — one-third of the world’s
population — could be learning English by 2010–2015, with as many as 3 billion people, or half
the world’s population, speaking the language in the near future (Graddol, 2006), leading to the
oft-stated conclusion that the world has already adopted a de facto international auxiliary
language. This trend is further confi rmed by translation statistics, with most translations being
from
English as source language and comparatively little of the work published around the
world in other languages being translated into English — somewhere between 2 and 4 percent of
total books published in the US and the UK. One need to look no further than cyberspace to note
the preponderance of a handful of the most widespread written languages, which is having
detrimental impacts on the representation of other languages and on the viability of non-written
languages. While it has foregrounded the expanding role of English, the effects of globalization
on languages are nonetheless multidirectional, making it hard it to predict the impact of the
expansion of English on multilingualism. While English appears to occupy a unique position as a
convenient vehicular code across the world in tandem with the rise of information and
communication technologies (ICTs), further technological innovation promises to make
electronically mediated communication better able to support character-based languages (without
romanization or alphabetization) and oral-based communication (through voice recognition, for
example) in the future. It may also be that the widespread use of English will be limited to
specific purposes, such as transactions and functional communication
Instruction: As an experienced graduate student you know that language is much more
than the external expression and communication of internal thoughts formulated independently
of their verbalization. You can demonstrate the inadequacy and inappropriateness of such a view
of language, paying attention to the ways in which your native language is intimately and in all
sorts of details related to the rest of your life in your community as well as in smaller groups
within that community. Keep this universal fact in mind while reading and discussing the text.
You should begin by asking and answering overview questions about the research field, the
subject matter, or the main purpose of the text. These questions ask you to identify most
important points in the text, the essence or topic of a passage.
Sample Question
What is the research field of the text? Choose the right answer.
(A) The movement of people as the main reason for English language spread.
(B) The major challenge of managing cultural diversity.
(C) The stereotypes and disparities in production of cultural contents.
(D) Western-dominated global market economy is a threat to local cultural products.
Sample Question
What is the subject matter and main topic of the passage? Choose the right answer.
(A) Cultural diversity of the international community.
(B) Globalization means interaction between cultures.
(C) The importance of overcoming cultural obstacles.
(D) The impact of globalization on culture.
Main purpose questions ask why the author wrote a passage. The answer choices for
these questions usually begin with infinitives.
Sample Questions
• What is the author's purpose in writing this passage?
• What is the author's main purpose in the passage?
• What is the main point of this passage?
• Why did the author write the passage?
Sample Answer Choices
To define_____
To relate_____
To discuss_____
To propose_____
To illustrate_____
To support the idea that_____
To distinguish between _____and______
To compare ____and_____
Main detail questions ask about the most significant information of the passage. To
answer such a question, you should point out a line or two in the text.
Sample Questions
What news is emphasized in the passage?
In what line is the most significant information given?
If you're not sure of the answer for one of these questions, go back and quickly scan the
passage. You can usually infer the main idea, main topic, or main purpose of the entire passage
from an understanding of the main ideas of the paragraphs that make up the passage and the
relationship between them.
Caution:
Don't answer the initial overview question about a passage until you have answered the
other questions. The process of answering the detail questions may give you a clearer
understanding of the main idea, topic, or purpose of the passage.
The correct answers for main idea, main topic, and main purpose questions summarize
the main points of the passage; they must be more general than any of the supporting ideas or
details, but not so general that they include ideas outside the scope of the passages.
Now you are well prepared to write a half-page abstract of the text.
Abstract is a brief summary of a research paper, which gives an overview of the paper,
focusing on its main points and defining for the reader the outlines of the subject under study.
Abstract must be an independent meaningful text, easy to read (explicit, unambiguous
formulation, short sentences) and understandable to the wide audience. Abstract communicates
the objective of research, the research problem, methods of research, results and their originality,
and areas of application. Important facts, relationships and numerical data are also provided.
Abstract ends, in a separate line, with keywords (5-10 words) which identify the subject areas
discussed in the research.
How to produce an abstract:
1. An abstract is usually around 150–300 words, but there’s often a strict word limit, so
make sure to check the requirements of the university.
2.Outline the article. Note the research problem and objectives.
3. The overall purpose of the study and the research problem(s).
4. The basic design of the study.
5. Major findings or trends found as a result of your analysis.
6. A brief summary of your interpretations and conclusions.
7. Keywords (5-10 words) which identify the subject areas discussed in the research.
UNIT 5. CROSS-CULTURAL ENGLISH AS THE MEDIUM OF EDUCATION
Guidelines for cross-cultural English teaching and learning
In recent years, several developments in the practice of teaching and learning English
have started to take new directions in global universities. The European ‘language portfolio’, for
example, attempts to record a student’s experience and achievement in non-traditional ways. The
Common European Framework of Reference for languages (CEFR) which attempts to provide a
uniform approach to attainment levels across all languages, employs the concept of ‘can do’
statements rather than focusing on aspects of failure. Such developments illustrate the way that
English teaching practices are evolving to meet new social, political and economic expectations
and they significantly depart from the traditional university models.
PART 1. THE SKILLS OF INTENSIVE READING
Text 5-1. Internationalization of Universities
(After D. Fink-Hafner, T. Dagen. Impact of Globalization on Internationalization of
Universities // Teorija in Praksa. Ljubljana, 2019)
1. The globalization of universities
The ranking of the world’s universities provided each year by the Shanghai Jiao Tong
University Institute has become a standard international reference: one glance shows a
domination by American and other English-speaking universities. In fact, around two-thirds of
the world’s top 100 universities are in English-speaking countries.
This is one reason why English is used increasingly as the medium of education in
universities across the world. If an institution wishes to become a center of international
excellence, it needs both to attract teachers and researchers from around the world, and to
encourage international students to enroll on its courses, enriching the university’s prestige,
revenue, and intellectual climate. A recent commentary in The Economist observed:
The top universities are citizens of an international academic marketplace with one
global academic currency, one global labor force and, increasingly, one global language,
English. They are also increasingly citizens of a global economy, sending their best graduates to
work for multinational companies. The creation of global universities was spearheaded by the
Americans; now everybody else is trying to get in on the act. (The Economist, 8 September 2005)
A recent study of academic mobility to and from the UK found that ‘the very great
majority of movement takes place amongst junior postdoctoral staff, and this is entirely positive
for this country’.
Academics, like many other professionals, desire to gain international experience early in
their careers. English as the global academic language facilitates the international mobility of
young researchers.
2. Higher education
One of the most important drivers of global English has been the globalization of higher
education. Universities have been traditionally national institutions – even local ones. Now
universities compete at a global level. The changing nature and role of higher education is
putting pressure on the rest of the education system.
Universities play a key role in developing knowledge economies; international surveys of
the attractiveness of a country as an outsourcing destination routinely assess the quality and
number of local graduates. For example, India produces 2.5 million university graduates each
year, only a quarter are ‘suitable’ for employment by multinationals or their Indian outsourcing
partners. Within 5 years, India may find itself short of 150,000 IT (Information technology)
engineers and 350,000 BPO workers. The chief handicaps are weak spoken-English skills,
especially among graduates of non-elite schools, and the uneven quality of college curricula and
faculty.
Such shortages lead to high staff turnover, and escalating wage costs, which erode India’s
competitive advantage.
It is not only India which is concerned about maintaining the supply of well-trained
graduates. Though China produces an estimated 3.1 million graduates from its colleges, less than
10 percent of Chinese job candidates, on average, would be suitable for work in a foreign
company. The chief handicaps are weak spoken-English skills, especially among graduates of
non-elite schools, and the uneven quality of college curricula and faculty.
3. International student mobility
Over half the world’s international students are taught in English. More countries are
establishing English-medium courses. There is no complete source of comparable data on
international student mobility, but the trends are clear. Between 2 and 3 million students each
year travel to another country to study, mostly to only a few destinations. The USA and the UK
together account for over a third of all international students in the world. The ‘major Englishspeaking destination countries’ (MESDCs) together account for around 46%.
MESDCs attract so many students because their universities dominate the international
league tables; English-speaking countries have the most entrepreneurial universities, who seek
income by marketing their courses to overseas students; and English itself is seen as a key
educational investment.
4. New competitors
The MESDCs face three new kinds of competition.
First, in some key source countries, there has been rapid expansion of universities,
coupled with educational reform, which has improved quality. The numbers of students wishing
to study abroad thus slow, or decrease, even whilst participation rates increase. Second, as such
countries improve their education systems and economies, they reposition themselves as net
exporters of higher education, poaching international students from neighboring countries who
might otherwise have travelled to MESDCs. China is likely to become a net exporter of higher
education, receiving many students from Korea and Japan, and now marketing itself to Thailand
and India. Such trends are likely to increase the number of international students studying in
languages other than English.
Third, more countries, both in Europe and Asia, are attracting international students by
offering courses taught through the medium of English. Singapore and Malaysia are establishing
themselves as ‘education hubs’ whilst a survey of Chinese students by consultants i-graduate
discovered that they were increasingly attracted to courses offered by EU countries such as
Germany.
5. Transnational education
At the end of the 1990s, there was huge optimism in how the internet could transform
education. There was also an appreciation of the way higher education was rapidly globalizing
and how English-speaking universities dominated the new global league tables. Virtual
universities became the flavor of the day. Within only 4 years, the global adventure was over.
Nearly all the ventures collapsed or were folded quietly back into parent organizations. These
ventures failed mainly because they were established by people who did not properly understand
the business. They overestimated the economies of scale they would achieve through eLearning,
failing to listen to experienced voices that warned that good-quality online distance education
may be actually more expensive than face-to-face education. The success of eLearning depends
less on gee-whizz technology and more on how human relationships are managed; less on
marketing hype, and more on learning how traditional pedagogical values can be adapted in the
new context.
6. Foreign campuses and joint ventures
American, Australian and British universities now compete for international students in
their home countries. The UK’s University of Nottingham, for example, opened two Asian
campuses: Nottingham Malaysia and Nottingham Ningbo in China (a joint venture with Zhejiang
Wanli University). By such ventures, numbers of transnational students studying for UK degrees
are expected to overtake international students coming to Britain for study. The new overseas
campuses are likely to attract students from elsewhere in the region, thus helping to provide an
international intellectual environment.
Although such transnational enterprises look as if they will be successful in educational
terms, it is still difficult to understand whether they are, on balance, in the long-term strategic
interests of the English-speaking countries.
Higher education has rapidly globalized, creating a divide between global elite
institutions and those which mainly serve local students.
Global institutions in non-English-speaking countries are using English medium courses
to attract international students and teachers. However, there may also be a trend (for example in
Germany) to restrict this to lower levels and to require international students to ‘come up to
speed’ in the national language.
The growth in international student mobility is likely to be slower than anticipated, with
MESDCs receiving a declining market share. As countries improve tertiary provision, local and
regional options are becoming available, which may be cheaper and culturally more attractive.
Attempts to create global eUniversities have largely failed, though eLearning is proving
to be a successful component in ‘blended learning’ offered by traditional institutions as well as in
secondary education.
The fastest growth for UK universities now appears to be in transnational students
studying for a UK degree in branch campuses or joint ventures established in Asian countries.
The long-term strategic and economic benefits of this for the UK are still unknown.
Countries which have, in the past, provided major sources of international students, such
as Malaysia and China, are sending fewer students overseas and repositioning themselves as net
exporters of higher education.
Higher education has rapidly globalized, creating a divide between global elite
institutions and those which mainly serve local students.
Global institutions in non-English-speaking countries are using English medium courses
to attract international students and teachers. However, there may also be a trend (for example in
Germany) to restrict this to lower levels and to require international students to ‘come up to
speed’ in the national language.
Attempts to create global eUniversities have largely failed, though eLearning is proving
to be a successful component in ‘blended learning’ offered by traditional institutions as well as in
secondary education.
7. Learning English
There is no single way of teaching English, no single way of learning it, no single motive
for doing so, no single syllabus or textbook, no single way of assessing proficiency and, indeed,
no single variety of English which provides the target of learning. It is tempting, but unhelpful,
to say there are as many combinations of these as there are learners and teachers. The
proliferation of acronyms in ELT reflects this diversity of models.
By a ‘model’ I do not mean a particular variety of English – such as US or British –
though selection of a particular variety may play a role. By a ‘model’ of English I mean a
complex framework, which includes issues of methodology and variety, but goes beyond these to
include other dimensions of the context and practice of learning English.
It is becoming clear that these issues are not easily separable. The appropriateness of
content clearly depends on such things as the age of the learner and whether English is to be used
primarily as a language of international communication or for survival communication with
native speakers, perhaps whilst on holiday in the UK or some other English-speaking country.
There are many stakeholders involved in the teaching and learning process, each of
whom may have a different view. Learners, their families, teachers, governments, employers,
textbook publishers, examination providers – all now possess an interest in the English language
business.
There is, of course, a great deal of debate, often lively, about the best methods and
approaches for teaching English. But much of this debate is cast within only two models: the
teaching of English as a foreign language (EFL) and the teaching of English as a second
language (ESL).
8. The EFL tradition
EFL, as we know it today, is a largely 19thcentury creation, though drawing on centuries
of experience in teaching the classical languages. EFL tends to highlight the importance of
learning about the culture and society of native speakers; it stresses the centrality of
methodology in discussions of effective learning; and emphasizes the importance of emulating
native speaker language behavior. EFL approaches, like all foreign languages teaching, positions
the learner as an outsider, as a foreigner; one who struggles to attain acceptance by the target
community.
There is an extraordinary diversity in the ways in which English is taught and learned
around the world, but some clear orthodoxies have arisen. ‘English as a Foreign Language’ has
been a dominant one in the second half of the 20th century, but it seems to be giving way to a
new orthodoxy, more suited to the realities of global English
The target language is always someone else’s mother tongue. The learner is constructed
as a linguistic tourist – allowed to visit, but without rights of residence and required always to
respect the superior authority of native speakers.
When measured against the standard of a native speaker, few EFL learners will be
perfect. Within traditional EFL methodology there is an inbuilt ideological positioning of the
student as outsider and failure – however proficient they become.
Although EFL has become technologized, and has been transformed over the years by
communicative methods, these have led only to a modest improvement in attainment by learners.
In those countries where passing English exams has been made a condition of promotion
or graduation, it has often led to considerable stress and resentment by learners, rather than
significantly enhanced levels of proficiency.
9. English as a second language
In contrast to EFL, one of the defining features of teaching English as a second language
is that it recognizes the role of English in the society in which it is taught.
In ESL countries, children usually learn some English informally before they enter
school, so that the role of the classroom is often to extend their knowledge of the language.
Where there exists a local, vernacular variety of English, a major role of the classroom is
teaching learners a more formal and standard variety.
The ecology of English in such countries is a multilingual one where English is
associated with particular domains, functions and social elites. A related characteristic of ESL
societies is code switching: speakers will often switch between English and other languages,
even within a single sentence.
ESL in such contexts must also address issues of identity and bilingualism. Some learners
– even in the USA and the UK – will not be quite as immersed in an English-speaking world as
might be imagined. Many live in ethnic communities in which many of the necessities of daily
life can be conducted within the community language.
Where ESL is taught to immigrants entering English-speaking countries it is not
surprising that a key component in the curriculum is often ‘citizenship’: ensuring that learners
are aware of the rights and obligations as permanent residents in English speaking countries.
Citizenship rarely figured in the traditional EFL curriculum.
10. Content and language integrated learning (CLIL)
Content and language integrated learning (CLIL) has emerged as a significant curriculum
trend in Europe. Similar approaches are now used, under different names, in many other
countries.
CLIL is an approach to bilingual education in which both curriculum content – such as
Science or Geography – and English are taught together. It differs from simple English-medium
education in that the learner is not necessarily expected to have the English proficiency required
to cope with the subject before beginning study. Hence, it is a means of teaching curriculum
subjects through the medium of a language still being learned, providing the necessary language
support alongside the subject specialism.
CLIL can also be regarded the other way around – as a means of teaching English
through study of a specialist content.
CLIL arose from curriculum innovations in Finland, in the mid-1990s, and it has been
adopted in many European countries, mostly in connection with English. There is no orthodoxy
as to how, exactly, CLIL should be implemented and diverse practices have evolved. CLIL is
compatible with the idea of JIT education (‘just in time’ learning) and is regarded by some of its
practitioners as the ultimate communicative methodology.
Teaching curriculum subjects through the medium of English means that teachers must
convey not only the subject content and disciplinary language but also the practical problemsolving, negotiations, discussions and classroom management in ways that characterise
disciplinary pedagogic practices. In that sense it differs from ESP.
In most cases, CLIL is used in secondary schools and relies on basic skills in English
being already taught at primary level.
CLIL changes the working relationships within schools, and requires a cultural change of
a kind which is often difficult to bring about within educational institutions.
English teachers have to work closely with subject teachers to ensure that language
development is appropriately catered for and this implies making sufficient non-contact time
available for planning and review.
English teachers may largely lose their ‘subject’ as a timetabled space and may take on a
wider support and remedial role.
For these reasons, although CLIL seems now to be growing quite fast in some countries,
it is doing so organically rather than within ‘top-down’ reform programs. CLIL is difficult to
implement unless the subject teachers are themselves bilingual.
When English is developed within a CLIL program, assessment of English proficiency is
made partly through subject assessment. An inexorable trend in the use of global English is that
fewer interactions now involve a native speaker. The way English is taught and assessed should
reflect the needs and aspirations of the ever-growing number of non-native speakers who use
English to communicate with other non-natives. Understanding how non-native speakers use
English among themselves has now become a serious research area.
REVISION EXERCISES
Instruction: These are revision assignments in which you should combine all skills you
have employed in the preceding four units. You will have to start with identifying the main idea,
the main topic, or the main purpose of the text. Then follows the task of: matching headings with
paragraphs or sections, and identifying which sections relate to certain topics. Basing on
circumstantial evidence, inferences and vocabulary-in context you will have to look into specific
information given in the text.
Make a list of key words.
Step 1. Survey the text and make a list of headings and subheadings
A list of headings will give you some clues to help single out main points of the text.
Step 2. Skim read each paragraph
Every paragraph deals with a specific aspect of a topic. The first sentence of a paragraph
may tell you what the rest of the paragraph is about. Therefore while trying to identify the main
idea of a paragraph, you should read the first sentence and skim the rest of the paragraphs.
Follow the three-step strategy to make finding key words easier.
Step 1. Make sure you know what you are looking for.
Step 2. Scan each paragraph for 5-10 key words. Do not read every word.
Step 3. Select 5-10 key words for the whole text.
Task: Answer the following questions:

What is the main topic of the passage?

What is the author's attitude toward different types of universities in Englishspeaking countries and ESL countries?

What does CLIL change for teachers and students?
Collect specific information that you may not have known before, first,
passages 1-6 and, second, from passages 7-10.
from
PART 2. THE SKILLS OF EXTENSIVE READING
PRINCIPLES OF TEACHING TRANSNATIONAL ENGLISH
Guidelines for extensive reading of DOE texts
S. Ch. Molina shares her view on successful intercultural communication as a matter of
highest importance in variable national, social and cultural communities. She focuses on her
experience as a teacher at the School of Leadership and Education Sciences in Nairobi, Kenya.
Her teaching team worked on the technical aspects of teaching such as lesson development,
lesson online delivery, and assessment, and discussed the challenges they encountered while
engaged in the process of teaching and learning with our students. This text combines both
theoretical and practical issues associated with intercultural communication which can be first
understood and then acted upon. This broad-based, highly engaging discussion includes a
balance of the global and local ideas that laid the groundwork for this field, as well as those that
investigate the field's latest research. Material is presented in Kenyan context, which allows
students to understand local issues and compare them to their lives to ensure that they are
effective, culturally aware communicators.
Text 5-2. TRANSNATIONAL ENGLISH LANGUAGE TEACHING:
OPPORTUNITIES FOR TEACHER LEARNING AND
DEVELOPMENT
(After S. Ch. Molina’s Transnational English language teaching: opportunities for
teacher learning and development // ELTED Journal. Centre for Applied Linguistics,
University of Warwick. Vol. 18 Autumn 2015)
As teacher educator, I have long been interested in looking for ways in which to provide
educational opportunities for students, particularly for those who are unable to receive education
due to a variety of social and contextual factors. As a faculty member of a University dedicated
to the values of equity and social justice, I looked for ways in which to embed these important
principles into our TESOL teacher education program. I had the opportunity to teach at the
School of Leadership and Education Sciences in Nairobi, Kenya. Our aim was to provide local
youth with professional development opportunities and skills to successfully transition into
society as a means out of poverty. We considered how our TESOL program could continue to be
of service to them. In collaboration with our graduate students, we developed an online business
English program to support their entrepreneurial goals. This project was a two-year initiative
with the intention of training the staff members, using the “train-the-trainer” approach to
empower the local trainers to then take on the leadership around this work. Because we were
developing the program as we were simultaneously trying to understand the needs of the learners
enrolled in the program, I instituted dialogical learning spaces, which were weekly teachingteam sessions lasting from one to three hours, where we brainstormed lesson plan ideas, prescreened and uploaded lessons, reviewed student submissions, provided feedback, while having
conversations around our assumptions about language learning and teaching, particularly within
this transnational context.
I will focus on the learning that teachers derived through their participation in this
project, and on the implications for TESOL teacher education in the global context.
In re-envisioning the direction of language teacher education in the global context, we
base on an important conceptual model for teacher educators. This model includes five shifts in
perspectives from the traditional ways in which language teacher education has operated.
First, the postnational perspective is the recognition that countries or cultures are no
longer encapsulated, but rather permeable, in that knowledge and cultural capital flows across
boundaries.
Second, the postmodern perspective takes into consideration the evolving identity of
individuals as having the power and agency to enact change.
Third, the postcolonial perspective shifts the perception of English not as a language
forced upon those who were colonized (though we recognize the negative influences that still
remain in some countries), but a language that is used as a tool for communication in this global
society. This paradigm shift has become important as we begin to recognize English as a
powerful medium for engaging in conversations on the international platform.
Fourth, the post-transmission perspective deviates from the traditional model of
transmitting knowledge and holds teachers at the center of learning, where they construct
meaning and make sense of their knowledge and experiences as they interact with the broader
contexts, which influence the practice of learning and teaching.
Fifth, the postmethod perspective, which shifts from the teaching of methods and
strategies to empowering teachers to theorize about teaching practice through understanding the
needs that continually manifest within their own teaching contexts, integrating changes to
support those needs, analyzing their teaching practice and students’ learning and finally
reflecting on the impact of their teaching in a cyclical process.
The post-colonial perspective requires some further discussion in the context of this
paper because of our transnational work in Kenya. The imposition of the Western education
system on the culture and heritage of people around the world has alerted us to how history can
shape individuals’ attitudes toward learning the English language. However, countries with a
history of colonial imposition such as Kenya, have managed to maintain their own language/s,
but have recognized English as a second language (L2) of non-native speakers that provides
social mobility in multilingual contexts. This movement of English ownership from traditionally
English speaking countries to the majority of the speakers who use this language in a Lingua
Franca context has been termed the denationalization of English. English then becomes
renationalized in the sense that speakers use it to express their own unique identities and cultural
values. As such, English is used both locally within the local context and globally, to express
local identities on the international platform, which describes the complexity of linguistic
variation.
This stresses the importance of adjusting methods of teaching English to be in line with
the changing patterns of English use within the local context. Teachers need to be sensitive to the
societal, political, economic, and educational environment in which L2 education takes place
because it is deeply embedded in the larger social context that has a profound effect on it. The
social context shapes various learning and teaching issues such as (a) the motivation for L2
learning, (b) the goal of L2 learning, (c) the functions L2 is expected to perform at home and in
the community, (d) the availability of input to the learner, (e) the variation in the input, (f) and
the norms of proficiency acceptable to that particular speech community.
It is impossible to insulate classroom life from the dynamics of social institutions. In
terms of raising cultural consciousness, the traditional view of cultural consciousness or cultural
relevance also does not seem sufficient for transnational language teaching contexts. What is
now required is a “global cultural consciousness.” For that purpose, instead of privileging the
teacher as the sole cultural informant, we need to treat the learner as a cultural informant as well.
By treating learners as cultural informants, we can encourage them to engage in a process of
participation that puts a premium on their power/knowledge. We can do so by identifying the
cultural knowledge learners bring to the classroom and by using it to help them share their own
individual perspectives with the teacher as well as other learners whose lives, and hence
perspectives, differ from theirs. Such a multicultural approach can also dispel stereotypes that
create and sustain cross-cultural misunderstandings and miscommunications.
Teaching in a transnational context demands an entirely different set of assumptions for
our teachers. It is important for us to situate our pedagogical practice within the postperspectives paradigm. This project has supported the learning process through weekly meetings
that served as a space for teachers and graduate students to engage in dialogizing about teaching
practice within this particular transnational teaching context. We focused our conversations
around teaching practice in this context and developing a deep understanding of the needs and
goals of our students, as well as the historical, political, and socio-cultural dimensions that have
influenced the status of English in Kenya. All the Kenyan students in this study reported that
they were bilingual in Kiswahili and the local Kenyan English variety. English serves
sociolinguistic functions such as instrumental (e.g. national exam), interpersonal (e.g. common
language of communication), regulative (e.g. law) and creative functions (e.g. literature). It is
also associated with high status jobs, the government, the academic achievement and social
mobility. Kiswahili is used for social interactions within towns, trade between towns and some
local jobs. Many of the students were planning to pursue entrepreneurial goals ranged from
improving English language skills to pursue higher education, enhance their business skills, start
their own businesses, and empower members of their communities. Additionally, some of them
wished to work for multinational corporations and organizations such as the United Nations,
World Vision, USAID.
The course was housed on online platforms for education, which also have apps on the
iPad to facilitate the creation and delivery of lessons and feedback on student assignments.
Youtube was also used to share video lessons and for students to develop videos for responding
to certain asynchronous assignments (e. g., Self-introductions, sales, pitch vídeos). Lastly, Skype
was used to record synchronous assignments such as their mock job interviews. All of our data
was housed on Google Drive.
As a teaching team, we met weekly from one to three hours to work on the technical
aspects of teaching such as lesson development, lesson online delivery, and assessment, but also
the challenges we encountered while engaged in the process of teaching and learning with our
students. These weekly meetings provided a safe place for the teachers to ask questions and
reflect on their interactions with their students and reveal to me and the teaching team members
areas that were, “ripe for mediation”. These discussions allowed us to probe further and
negotiate meaning, which served as a form of mediation where the graduate students serving as
teachers, had an opportunity to ask for example, a question related to whether or not a particular
form of feedback was appropriate in this transnational context. We relied heavily on our students
and research articles as our primary “experts” in scaffolding our learning process in this unique
transnational context. The graduate students also served as “experts” on areas they have had
experience with in order to help support our learning process. As we deployed the business
English program through extensive research on best practices for teaching online and through
assessing and addressing the needs of the students enrolled in the program, it became clear that
we were met with some challenges.
One of the learning experiences for our graduate students was the development of a
curriculum based on student and institutional needs and goals. Though the Business English
curriculum might resemble similar curriculums taught in any country on the topic of “Business
English,” we found that there were many questions about the particularities of the linguistic and
cultural nuances that were important to consider in light of the students goals. For example, if
our students wanted to work for a local company, we found that it would be important for our
student to be able to communicate and write in a way that was appropriate within that context
without imposing American English stylist elements we might use in the U.S. context.
Alternatively, we found that introducing the students to a variety of norms for business practices
in global contexts might help them to better navigate business opportunities both locally and
globally. In other words, we believed that the exposure to a variety of ways in which business is
conducted in transnational contexts could empower our students to select those that best help
them to share their voices in their particular local context or future global context. This
essentially shifts the focus of English language teaching from approximating a native English
speaker model to one that empowers the English speaker in these diverse, international contexts.
Ideally, being able to simultaneously engage in the teaching and learning on both levels may be
an important goal.
We build an asynchronous learning platform, which allows for instructional engagement
online including delivery of video lectures and assignments with a comment feature similar to
that of Facebook. For interactive synchronous interactions, Skype technology was used and for
asynchronous video lectures, feedback and assignments, iMovie and Youtube were used.
Applications, such as Quark, that we had asked the students to download in order to develop
their brochures required Internet access to function, so we had to include apps that could be used
offline in order to accommodate the needs of our students who did not have access to Wi-fi on a
regular basis.
Our teachers learned to be flexible with the students’ schedules as they were in an area of
the country with intermittent Internet access, often using the Internet cafés to download and
upload assignments. There were also political and economic factors that affected the timeline in
which assignments were accessed and submitted. We learned about the importance of setting the
timelines with our students based on the local events and holidays and being flexible with these
timelines to account for unforeseen circumstances.
Another complexity that our teachers struggled with was the diversity of student
proficiency levels. In this particular context, the diversity of proficiency levels was further
complicated because our students had varying levels of proficiency in their own local English
variety and British English. This often made our teachers wonder during our teaching team
meetings if the features they identified were the norms for the local variety they spoke, a result
of their native language or their individual developing English language system. In addition, our
students had variation in strength, where most were stronger in writing than speaking. Within
these circumstances, our teachers needed to negotiate how they could meet both the larger
institutional, economic, political goals as well as support the students’ individual goals.
One of the oft-debated areas within the EIL framework is the question of which variety of
English to use in assessment. We learned that the assessment of productive skills (oral and
written) is challenging when considered from the perspective of World Englishes in postcolonial countries in particular (e.g. syntactic simplification; pragmatics; spelling conventions).
Language learning also requires time and we found that there were fewer errors in “controlled”
formal written or rehearsed spoken language; however, some of these errors continued to
manifest in informal emails and real-time spoken language. This nativized English may include
some language mixing, code switching and use of emerging vernaculars, which adds to the
diversity of local English, but could also add to the complexity of teaching English to local
people. Some of the features identified as errors in the teacher feedback to their students such as
the omission of articles and prepositions and misuse of prepositions, appears to be acceptable in
the nativized variety of English. In, there are also pragmatic, grammatical and phonological
features that are unique to Lingua Franca communications. Given that these are considered the
norms in Lingua Franca Contexts and were often considered errors in this transnational context
of English language teaching, it brings to the forefront again the question of “Which English or
Englishes?” should be the framework for teaching and assessment. The teachers themselves had
a diversity of linguistic exposure to different English varieties, and depending on their
experience, their feedback was influenced or nuanced in their approach. Through this project,
our teaching team attempted to take into careful consideration the importance of viewing English
language teaching and learning from both a local and global perspective, with a sense of critical
consciousness towards teaching English as an International language.
As English language teaching is continuing to transcend boundaries of English varieties,
it opens up many opportunities for engaging in global understanding and exchange. However, in
terms of pedagogical practice, the questions about which English to use, what materials and
methods to use for instruction and what assessment measures to utilize continue to be important
areas to examine in such contexts.
It has become clear that navigating the students’ learning is indeed a complex and
challenging task as the teachers are learning alongside them. We began to truly value the
teaching team meetings and learned the importance of creating learning communities centered on
improving instructional practice to best meet the needs of our students, while, at the same time,
designing an online learning and teaching platform that best approximates face-to-face
interaction. For teachers teaching within these international and transnational contexts, it might
be important to develop a kind of “multidialectal competence” and “metacultural competence”,
which are essentially strategies used by English speakers in English as a Lingua Franca contexts
to negotiate meaning. The transnational language teaching experience affords us the opportunity
to take one step towards understanding what it might look like for our teachers to possess
“metadialectal” and “meta-cultural” competencies. However, future studies that address ways in
which teacher educators can nurture and develop these competencies in our teacher candidates
may help to shed further light on this important area for teacher development.
Write a précis of this text
Précis (pronounced "preh-see"): is a type of summary or abridgment where you
summarize a piece of text, its main ideas and arguments, in particular, to provide insight into its
author’s content. While writing a précis you have to exactly and succinctly account for the key
aspects of the text. If you write a successful précis, it is a good indication that you've read that
text closely and that you understand its major points. It is an excellent way to show that you've
closely read a text. A précis should consist of four brief but direct passages (components). The
first identifies who wrote the text, where and when it was published, and what its topic and field
are. The second explores how the text is developed and organized. The third explains why the
author wrote this, her/his purpose or intended effect. The fourth and final sentence/passage
describes who the intended or assumed audience of this text is.
So, the process of précis writing begins with critical reading and research:
1. Read the original piece.
2. Specify its core points and arguments.
3. Consider the evidence used by the author.
4. Research what's new for you in the original piece: definitions, statements, words,
data, etc.).
5. Identify the appeals the author used.
Remember: don't give your personal opinions on the analyzed work because you are not
writing a critical book review or analytical essay. The goal of your precis is to guide people
through unfamiliar reading. It means that the voice, opinions of your text must reflect the
author’s voice, his thoughts and be understandable for those people who have not read the
original text.
Keep in mind that a precis is not a:
 Plan/outline of the original passage or article;
 Simple abstract of the text;
 Selection of the most prominent phrases and sentences;
 Chain of facts, sentences that are not connected.
A good precis has the following features. Precis is written in a writer's own words and
mood. A writer shouldn't simply copy original sentences - he or she needs to compress and
paraphrase them in her/his precis. Each sentence of your précis should be unique - it is your
writing work. Precis should be logically ordered, with all parts of it being connected to each
other. A writer can't use the first person pronouns (I, we) as precis is always written in the third
person. Precis never contains any additional information or details not mentioned in the original
text even if it supports the main idea if the author.
UNIT 6. HOW TO TEACH MULTICULTURAL COMMUNICATION
Guidelines for understanding intercultural communication
Intercultural understanding is both an approach and an outcome of the learning process. It
promotes critical sensitivity to cultural differences among peoples within nations as well as
across nations. This approach promotes equal value in all human life and serves for preparation
for membership in a diverse and pluralistic global community. Students are encouraged to
develop the knowledge and skills required to negotiate and flourish in a diverse, transnational
environment and to continue their engagement in critical analysis of cultural relationships both
across and within nations. They are to achieve goals that promote intercultural understanding:
· Disposition towards lifelong learning that includes a critical engagement with cultures.
· Recognition and value for one’s own cultures as well as the cultures of others.
· Knowledge of cultural differences among peoples within nations as well as across
nations.
· Development of global citizens and preparation for active membership in a diverse and
pluralistic global community.
· Development of skills to negotiate and flourish in a culturally diverse environment.
PART 1. THE SKILLS OF INTENSIVE READING
Text 6-1. HOW TO TEACH MULTICULTURAL COMMUNICATION
(After B. Saint-Jacques’ Worldview in Intercultural Communication. A ReligioCosmological Approach. In L. Samovar, R. Porter, E. McDaniel, (Eds.), Intercultural
Communication. A Reader)
1. New approach to intercultural understanding.
Multicultural or intercultural communication cannot be learned without intercultural
understanding, which is based on the knowledge of culture. The word “culture” has four
different meanings:
(1) High culture, the achievements of a society in terms of the most esteemed forms of
literature, art, music.
(2) Culture as behavior, the ways people agree to behave, act, and respond.
(3) Culture as ways of thinking: modes of perception, beliefs and values.
(4) Culture as language, the close link between language and culture.
The second meaning of culture, that is, culture as behavior, is related to clothing, food,
architecture, transportation, appearance and so on, it is usually called “overt culture” or, in the
“iceberg model of culture”, what is above the waterline and therefore easily observable.
Culture as behavior is subject to constant changes and is easily learned. The third
meaning of culture, modes of perception, beliefs and values, is not easily observable and is often
out of our own and others’ awareness, it is called “covert culture” and, in the “iceberg model of
culture,” what is below the waterline. In our search of how to teach and learn intercultural
understanding and communication, we shall be dealing with meanings three and four of culture.
2. Culture as Ways of Thinking, Beliefs and Values
Culture is, first of all, perceptions concerning our system of values, our ways of thinking,
our beliefs, our psychological orientations. Intercultural understanding is therefore the ability to
understand the perceptions concerning one’s own culture and the perceptions of the people who
belong to another culture, and the capacity to negotiate between the two.
The Greek philosopher Socrates had chosen for himself the following maxim: “gnôthi
seauton,” “Know Thyself.” The same is true for intercultural understanding. The first step for
intercultural understanding is to have a clear idea about one’s own culture and about our personal
perceptions of this culture. This is not an easy task, however. Perceptions about one’s culture are
mostly unconscious. When asked to describe one’s culture, a person might have very vague
answers or often provide certain social generalizations which are stereotypes about one’s culture.
There are two important facts concerning perceptions of one’s culture:
First, nations are not culturally homogeneous, individuals in a nation might have different
perceptions about their culture. These perceptions will vary according to social class, age,
education, gender, experiences in life and many other factors.
Second, cultures are not static, they change constantly. These two facts are true for all
cultures. Does this mean that it is practically impossible to find out the perceptions a person has
about her or his own culture or the perceptions a person of a different culture holds about her or
his own culture?
No, it is quite possible through questioning, debates, discussions, reflective writing about
one single cultural aspect, thus allowing the person to reflect about her or his own perception
about one cultural aspect, often linked to other aspects of the culture.
Thus, the door to one’s perception of one’s culture has been opened. The types of
questions and discussions in this approach will vary according to the age and background of
students. Let’s say that we are dealing with university students. If a student or a person of
another culture is present, this is an ideal situation because that person can also answer the same
question and then a lively discussion can take place. When it is not possible, however, answers
for a question can be found in books dealing with a variety of cultures. Here are some examples
of questions that students have to answer, and statements they have to qualify: 1/ strongly agree,
2/ agree, 3/ no opinion, 4/ disagree, or 5/ strongly disagree:
 Men in my country usually expect women to prepare and serve food. __________
 A married man should help around the house, doing cleaning, ironing and
cooking. __________
 In my country, it is common for a man to give up his seat to a woman on public
transport. __________
 In my country, it is not typical for women to speak their minds and contradict
men. __________
 Should both husband and wife contribute to the household income? ___________
 Is it normal “going Dutch” (when each pays half of the costs) when a man and a
woman go out? __________
 If a man and a woman are having dinner together, is it OK for the woman to pay
the bill? __________
 Is it OK for a man to give a woman a pat on the backside to show he likes her?
__________
 Is it proper for a man to hold a door open for a woman? __________
 Whenever a mixed group of people (male/female) come together the men always
sit together. __________
 If you are a student at school and you received a mark that seemed not to reflect
your knowledge, is it proper to talk to the teacher about it? __________. Is it
proper in your country?
 If children do well at school, parents should reward them with a present or pocket
money. __________
 Students treat what the teachers and textbooks teach as something final and
unquestionable. __________. Do they in your country?
 Faithfulness is the most important factor for a successful marriage. __________
 In English, the term stewardess (or steward for men) has been replaced with the
gender-neutral term “flight attendant.” ____________. Can you give examples of
such changes in your language?
These are only a few examples. Statements and questions could be prepared dealing with
all aspects of life, but only one cultural aspect at a given time. After discussions, students can be
asked to do some reflective writing, for instance, describe what YOU think of marriage. It is
quite possible that students of the same culture have different perceptions about several cultural
aspects. Pictures and videos showing daily life scenes of people (for instance, ways of greeting
between two men, two women or between a man and a woman) from one’s country and other
countries are also excellent indirect ways to start fascinating discussions about differences in
cultures and students’ reactions about these differences. This approach is the first step to the
understanding of one’s perception about one’s culture and absolutely essential for apprehending
the perceptions of a person of another culture, that is, intercultural understanding and
communication.
3. Culture as Language: The Close Link Between Language and Culture
It is quite evident that the teaching and learning of a second language could be an
excellent way to access another culture and therefore to improve intercultural understanding and
communication. This, however, is possible only if this learning and teaching begin with the idea
that language and culture learning are fundamentally interrelated and that this interrelationship
constitutes the center of the teaching and learning processes. A language is a window into the
culture of people speaking this language. For instance, the teaching of personal pronouns I and
You in languages like French, German, Spanish, and Japanese is an excellent opportunity to
enter various aspects of the cultures of these languages, such as the social relations between two
persons talking together: How well do they know each other? Is one superior to the other
because of age, sex, position, or the social group to which one belongs?
In these languages, there are choices of personal pronouns which have to be selected
according to the reference points mentioned earlier. In French, for You, tu or vous, in German,
du or Sie, in Spanish, tu or usted.
In Japanese, for I, (to mention only a few) ore, boku, watakushi, watashi, for You,
omae, kimi, anata (Saint-Jacques, 1971). In the English language, the speaker does not have to
worry about these various points of reference: the personal pronouns I, and You are the only
pronouns. However, in these other languages, the teaching of these pronouns provides a unique
opportunity to observe language as an essential and closely integrated element of social
behavior. In these languages, the wrong choice of pronouns can have disastrous effects for the
speaker. Recently, a German driver who was arrested for speeding was so mad that he forgot the
basic rules of pronouns in his mother tongue: the pronoun du is not to be used with people who
are not close friends. He was fined for using du to the officer who arrested him!
Intercultural learning involves developing an understanding of one’s own language and
culture in relation to an additional language and culture. Traditional language teaching and
learning with the sole emphasis on phonetics and syntax cannot produce speakers who have
acquired some understanding of one’s own language and culture in relation to an additional
language and culture— necessary conditions for intercultural understanding and communication.
Moreover, there is also another important reason to link the teaching and learning of a
language together with the culture of the people speaking this language. To learn a language,
whether it is a first or second language, two basic conditions are essential: motivation and the
opportunity to use this language.
These two facts are closely related to each other, if there is no opportunity to use a
language, motivation also ceases to exist, that is, the learner’s motivation to learn the language
will become weaker and eventually disappear. The opportunity or necessity to use a language is
a fundamental law of language learning. A language which is not used for frequent
communication will slowly disappear, first on the active level, speaking and writing, and
eventually on the passive level, listening and reading. Does it mean that the teaching and
learning of a second language is a waste of time?
The various benefits of second language learning usually identified in the defense of
language education fall into two categories: (1) the practical and tangible benefits of being able
to communicate in a second language, and (2) the broader benefits of expanding one’s
intellectual experience, the improvement of cross-cultural awareness and a better understanding
of other cultures. A language is like a window to the world of another culture (Saint-Jacques,
2006). Even if a person loses the active and even the passive knowledge of a second language,
the learning of this language is a very enriching and beneficial process.
Sakuragi (2006), in a recent paper, gives the example of second language teaching in the
United States: “While the practical benefits of language learning in the United States are
sometimes questioned due to the increasing dominance of English in international
communication, the argument that language study helps students develop a sense of being a
‘world citizen’ remains cogent”. There are many second language learners who will never
become fluent in their second language because of the lack of opportunity to use the language for
communication. Even for them, in the cultural perspective, the study of languages is very
beneficial.
There are many countries in the world where a great majority of citizens does not have
the necessity or opportunity to use another language for communication.
The learning of languages, however, is part of the curriculum in schools and universities
because it can provide students with a better understanding of other cultures as well as their own
culture.
REVISION: MAIN TOPIC AND SUBTOPICS, TEXT ORGANIZATION,
MAKING INFERENCES, EXPLICATION OF SPECIFIC INFORMATION
Instruction: This is a revision unit in which you should combine all skills you have
mastered in the preceding five units. You will have to start with identifying the main idea, the
main topic, or the main purpose of the text. Then follows the task of deciding if headings match
with paragraphs or sections, and identifying if sections relate to definite topics. Basing on
circumstantial evidence, inferences and vocabulary in context you will have to look into specific
information given in the text.
Step 1. Survey the text. Make a list of passage headings, which will give you some clues to
help you quickly understand what each part of the text is about. Step 2. Skim-read each
paragraph. Every paragraph deals with a specific aspect of a topic. The first sentence of a
paragraph may tell you what the rest of the paragraph is about. Therefore while trying to identify the
main idea of a paragraph, you should read the first sentence and skim the rest of the paragraph.
Task: Scan the text for key words
This title How to teach multicultural communication can help you realise that key
words must concern intercultural communication which cannot be learned without intercultural
understanding. E.g., in paragraph 3 it is possible to point out the following key words: learning
languages, understanding cultures, cultural perspective. Follow the three-step strategy to make
finding key words easier.
Step 1. Make sure you know what you are looking for.
Step 2. Scan each paragraph for 5-10 key words. Do not read every word.
Step 3. Select 5-10 key words for the whole text.
Task:
 Basing on paragraph 1 give a definition of intercultural understanding.
 Basing on paragraph 1 explain why the “overt culture” is easily observable in the
“iceberg model of culture”.
 Basing on paragraph 1 explain why the “covert culture” is below the waterline in the
“iceberg model of culture”.
 Basing on paragraph 2 explain why Socrates’ maxim: “Know Thyself.” is true for
intercultural understanding.
Answer the following questions:
 What is the main topic of the text?
(A) Different meanings of cultures.
(B) Intercultural learning involves developing an understanding of one’s own language
and culture in relation to an additional language and culture.
(C) The door to one’s perception of one’s culture.
(D) A better understanding of cultures.
 What does the passage mainly discuss?
(A) New approach to intercultural understanding.
(B) Intercultural understanding, which is based on the knowledge of culture.
(C) The cultural perspective of the study of languages.
(D) Lack of opportunity to use the language for communication.

What is the author's attitude toward the opinion that it is practically impossible to
find out the perceptions a person has about her or his own culture?
(A) He shares this position.
(B) He strongly disagrees.
(C) He tries to be objective.
(D) He doesn’t care.

Where in the four sentences does the author discuss culture as ways of thinking:
modes of perception, beliefs and values?
(A) When asked to describe one’s culture, a person might have very vague answers or
often provide certain social generalizations which are stereotypes about one’s culture.
(B) Cultures are not static, they change constantly.
(C) Even if a person loses the active and even the passive knowledge of a second
language, the learning of this language is a very enriching and beneficial process.
(D) Nations are not culturally homogeneous, individuals in a nation might have different
ideas about their culture.
Qualify the following questions and statements by marking that you 1/ strongly agree,
2/ agree, 3/ have no opinion, 4/ disagree, or 5/ strongly disagree:
 Men in my country usually expect women to prepare and serve food. __________
 A married man should help around the house, doing cleaning, ironing and cooking.
__________
 In my country, it is common for a man to give up his seat to a woman on public
transport. __________
 In my country, it is not typical for women to speak their minds and contradict men.
__________
 Should both husband and wife contribute to the household income? ___________
 Is it normal “going Dutch” (when each pays half of the costs) when a man and a
woman go out? __________
 If a man and a woman are having dinner together, is it OK for the woman to pay the
bill? __________
 Is it OK for a man to give a woman a pat on the backside to show he likes her?
__________
 Is it proper for a man to hold a door open for a woman? __________
 Whenever a mixed group of people (male/female) come together the men always sit
together. __________
 If you are a student at school and you received a mark that seemed not to reflect
your knowledge, is it proper to talk to the teacher about it? __________. Is it proper
in your country?
 If children do well at school, parents should reward them with a present or pocket
money. __________

Students treat what the teachers and textbooks teach as something final and
unquestionable. __________. Do they follow this stereotype in your country?
 Faithfulness is the most important factor for a successful marriage. __________
 In English, the terms stewardess (or steward for men) have been replaced with the
gender-neutral term “flight attendant.” ____________. Can you give examples of
such changes in your language?
How do your answers qualify Russians’ ways of thinking, beliefs and values?
Answer the following questions basing on Paragraph 3:
 Does a great majority of Russian citizens have the necessity or opportunity to use
English for communication?
 If there is no opportunity to use a language, will the learner’s motivation to learn
the language become weaker and eventually disappear?
 Will a language which is not used for frequent communication slowly disappear?
 Does it mean that the teaching and learning of a second language in Russia is a
waste of time?
PART 2. THE SKILLS OF EXTENSIVE READING
MULTICULTURALISM FOR EDUCATION IN THE 21ST CENTURY
BEYOND CULTURAL IDENTITY
Guidelines for reading DOE texts on cross-cultural communication
Does our culture impact upon our daily lives and the way we communicate with others?
Do we need to learn the art of intercultural communication in a multi-racial and multi-cultural
society?
In a world where globalization is increasingly becoming a way of life, cultural
intercommunication is taking on increasing importance. Cross-cultural communication is defined
as a transitional, symbolic process involving the attribution of meaning between people of
different cultures. Having an understanding of people from other cultures, and appreciating their
value is expected to be an essential part of the framework needed to provide for a harmonious
multi-cultural society. Communication in this sense is not strictly referring to speech but
includes the attitude we take, our preconceptions, reactions and understanding of diverse cultures
and traditions. We need to learn how to communicate with other cultures and, even in language
this is not easy. It is a learning process. In speech as well as with actions, one has to learn that
what is considered norm and acceptable in some cultures may be seen as the opposite in others.
Text
6-2.
WHAT
MAKES
A
SCHOOL
MULTICULTURAL?
(After Caleb Rosado. Equity Literacy Institute and EdChange project, 1995-2020. Eastern
University, Philadelphia, PA.)
1. It is an axiom of our times that our world is rapidly changing. With change comes not
only a different view of the world, but also changes in language to name that new world. Old
words take on new meanings and new words enter the vocabulary, resulting in another way of
"seeing."
It was not too long ago that as a nation we moved from an Agrarian Society concerned
with conformity, through an Industrial Society concerned with nationalism and uniformity, to
our present Information Society concerned with diversity within a global context, on our way to
the Global Society of the 21st century with a planetary worldview. Such cultural and political
upheavals have given rise to knowledgeable players in the game of social change, while leaving
most people as confused bystanders, desperately hanging on to a past which in part is
dysfunctional to the present and in many ways irrelevant to the future.
The needs of the 21st century demand a citizenry that is culturally sensitive and
internationally focused, with an orientation toward the future rather than the past.
Multiculturalism, as the new paradigm for education for the 21st century, is a political
ping-pong term greatly misused and highly misunderstood. Since for many it is also a valueladened concept, it has come under fire from diverse segments of the population, who due to
their social position view the world differently. The fact that where you stand determines what
you see is a reality in most situations, and it is especially true for the concept of multiculturalism.
The purpose of this article is to provide an operational definition of multiculturalism as a
basis for understanding the changes coming to our society, and to propose a model for what
makes a school multicultural.
2. The concept of multiculturalism embodies a new orientation toward the future.
Unfortunately, in all the heated discussion around the term no clear definition of the concept has
yet emerged. People are thus left to read into the term whatever their biases and self-interests
dictate. Let me put forth an operational definition of multiculturalism as a starting point to better
clarify our human interactions.
Multiculturalism is a system of beliefs and behaviors that recognizes and respects the
presence of all diverse groups in an organization or society, acknowledges and values their
socio-cultural differences, and encourages and enables their continued contribution within an
inclusive cultural context which empowers all within the organization or society.
Let's take it apart. There are the four pairs of action phrases that give substance to the
definition: "beliefs and behaviors," "recognizes and respects," "acknowledges and values,"
"encourages and enables," and a fifth one, "empowers." Multiculturalism is a system, a set of
interrelated parts, in this case, beliefs and behaviors, which make up the whole of how humans
experience today's world. It includes what people believe about others, their basic paradigms,
and how these impact, and are impacted by, behavior. The outcome of this framework of
beliefs/behaviors are seven important actions.
3. The first is recognition of the rich diversity in a given society or organization. For the
longest time racial/ethnic minorities, the physically disabled, and women have not been given the
same recognition as others. The one-sided approach to history and education has been a
testimony to that fact.
With recognition should also come respect. Respect and recognition are not the same,
since recognizing the existence of a group does not necessarily elicit respect for the group. In a
slave economy, for example, the presence of slaves was recognized but their humanity was not
respected.
4. Multiculturalism also entails acknowledging the validity of the cultural expressions
and contributions of the various groups. This is not to imply that all cultural contributions are of
equal value and social worth, or that all should be tolerated. Some cultural practices are better
than others for the overall betterment of society. These cultural expressions and contributions
that differ from those of the dominant group in society are usually only acknowledged when
there is an economic market for them, such as music for African American, native Indian dances
for tourism or Mexican cuisine. When the business sector wants our money, the advertising
industry pictures people of color in a positive light. But in most other cases the entertainment
media simply caricatures minority stereotypes, such as women usually in supportive roles.
Multiculturalism thus means valuing what people have to offer, and not rejecting or belittling it
simply because it differs from what the majority, or those in power, regard as important and of
value.
5. Multiculturalism will also encourage and enable the contribution of the various groups
to society or an organization. Women and persons of color, for example, often experience
discouragement because what they bring to the "table" for discussion is often regarded as of little
value or worth. Not everything can be utilized, however, nor is of the same worth and value. But
it does have value, even if for no other reason than the effort invested in bringing it forward.
Such efforts must be encouraged, for who knows from where the next great idea may come from
a youth, from an elderly person, from an African American, from a single parent, from a lesbian,
from a high school drop-out, from a business executive, etc.? The word enable here is important,
because what lies behind it is the concept of empowerment – the process of enabling people to be
self-critical of their own biases so as to strengthen themselves and others to achieve and deploy
their maximum potential. People's sense of self-worth, value and dignity is most often
determined not only by the kind of support and encouragement they receive from others, but also
from how willing they are to self-examine negative behaviors in their own life and in their
cultural group. If I or my group is practicing self-destructive action, all the external help will go
for naught.
6. The essence of multiculturalism, the undergirding concept of multicultural education,
is the ability to celebrate with the other in a manner that transcends all barriers and brings about
a unity in diversity. Multiculturalism enables us to look upon the Other, especially the Other that
society has taught us to regard with distrust and suspicion, and to be taken advantage of, not as a
"potential predator, but as a profitable partner."
The last part of this definition of multiculturalism "within an inclusive cultural context" is
most important because it is here where many people get off and refuse to go along with an
inclusive approach to society or to education. Many people fear multiculturalism will bring in
"foreign" concepts and ideas which will deviate the nation from its historic course and transform
the United States into something different from what it has been. We need to realize that
America has always been a multicultural society, whether or not many have been willing to
admit it.
Along with the ever-present threat of nuclear annihilation and environmental destruction,
one of the principal problems confronting world society today is the problem of racial/ethnic
hostility and cultural insensitivity.
7. A new age demands new methods and new structures, for the ferment of change cannot
be contained in the old structures, but will burst these. It is the old problem of "new wine in old
wineskins." This age-old truism of Jesus Christ is so clear that one wonders how people
throughout the ages can continue making the same old mistakes in the face of inevitable change.
Yet Jesus Himself gave us the reason why people continue making the same perennial mistake.
In the very next breath, He declared, "No one after drinking old wine desires new; for he says,
'The old is better'" (vs. 39). What He is telling us here is that even in the face of inevitable
change, no one really wants to change; people still prefer the old. Thus those who have the most
invested in the old structures are the most reluctant to change, since they stand the most to lose in
the new order of things. The bigots would prefer spillage rather than change their self-preserved,
sacrosanct, social structures. They may woof, woof all they want, however, but the caravan of
change moves on. When change is inevitable, they desire that change which will not necessarily
change the old structures. The result is a lot of fine rhetoric that is slow to change, because the
concern is with reformation not revolution.
8. What's the solution? It is found in managing diversity! Managing diversity is nothing
new. In fact, historic colonizing empires like Spain, Portugal and England, and modern nations
like the United States, South Africa, Japan, Germany, and now newly emerged nations with their
"ethnic cleansing" efforts, have managed diversity most effectively, but for purposes of
exclusion, at both the individual and institutional dimensions.
Various institutions in society, such as schools, churches, businesses, corporations, as
well as communities have also managed diversity well, but again, for purposes of exclusion. In
part this is because as Audre Lorde tells us, "we have no patterns for relating across our human
differences as equals." Without such patterns or models, the prevailing attitude and behavior
toward persons of color and others with biological, physical and socio-cultural differences has
been one of exclusion and control. Today, to reach our potential as organizations and society,
that attitude has to shift to one of inclusion.
Managing diversity is an on-going process that unleashes the various talents and
capabilities which a diverse population bring to an organization, community or society, so as to
create a wholesome, inclusive environment, that is "safe for differences," enables people to
"reject rejection," celebrates diversity, and maximizes the full potential of all, in a cultural
context where everyone benefits. Multiculturalism, as the art of managing diversity, is an
inclusive process where no one is left out. Diversity, in its essence, then is a safeguard against
idolatry, the making of one group as the norm for all groups.
9. Therefore, one of the dangers that must be avoided in grasping a proper understanding
of multiculturalism is bashism. Bashism is the tendency to verbally and/or physically attack
another person or group based solely on the negative meaning given to group membership due to
biological, cultural, political or socioeconomic differences (such as gender, age, race/ethnicity,
political party, class, education, values, religious affiliation or sexual orientation)‹without regard
for the individual. The motivating factor for bashism is fear, arising out of ignorance of the other.
One of the backwashes of a narrow view of multiculturalism, especially as espoused by
some women and persons of color, is what I call "white maleism." White Maleism is the
tendency of minority groups to blame white males for most of the social evil in the world today,
especially as it relates to sexism and racism, and view them as selfish, ruthless, unrepentant and
unredeemable, and, as a consequence, refuse to recognize and accept the contribution that many
white males have made, continue to make, and desire to make, to remove oppression.
While much of oppression today has been the historical by-product of the abuse of power
by white males, not much is gained in terms of creating an inclusive, caring, compassionate
educational system and society, by reversing the process and excluding many white males who
have been instrumental in creating the "house of abundance" and structures of inclusion. Some of
us, persons of color, would not be where we are today if it were not for culturally, politically and
morally concerned white males who opened institutional doors, made decisions, implemented
policies, and stood in the breach to bridge the gulf of intolerance. The effective management of
diversity includes, empowers and benefits all persons concerned, whites included.
In an age of cultural pluralism, multiculturalism is needed to manage diversity
effectively. In essence, then, multiculturalism is nothing more than the art of managing diversity
in a total quality manner. It is the only option open to educators, leaders and administrators in an
ever-increasing culturally pluralistic environment. In schools the process of multiculturalism is
best maintained through Multicultural Education, an intrinsic approach to education and
curriculum construction that acknowledges and respects the contributions which the various
racial/ethnic groups have made to society, and incorporates these contributions in an overall
program of instruction which meets the needs of an ever-changing society and is sensitive to the
personal and social development of all persons concerned.
Today's diverse student populations and workforce are simply not going to go away, but
increase. This is the direction of the future – multicultural, multiethnic, multilingual
communities. And effective leaders, concerned with the bottom line – the maximizing of profit,
whether material or nonmaterial – are recognizing this new direction.
The art of managing diversity is thus of great concern to all persons charged with the
responsibility of overseeing the work of others. Organizations, however, that try to force today’s
reality into yesterday's management styles will seriously jeopardize the viability of their
enterprise. Beyond the challenge of creating a humane educational environment where students
and staff of diverse backgrounds and experiences learn to appreciate each other, lies the
additional one of changing the structural arrangements.
WRITE A PRÉCIS OF THIS TEXT BASED ON THE TOPIC, THE PURPOSE,
THE IDEA, TEXT STRUCTURE AND ORGANIZATION
Instruction: We are not all born equal with regards to communication skills. It’s obvious some people find
communication easier than others and this is the same in cross-cultural communication. No matter what your natural
skill level is in communication, you can always work on developing stronger cross-cultural skills. Of course,
international experience and exposure to different cultures plays an important role, but there’s a lot of work you can
do to help you acquire stronger cross-cultural skills faster. In the analysis of this text, make sure to take steps you
have mastered in the preceding ten units.
To write a precis of this text you will have to start with matching headings with paragraphs or sections, and
identifying which sections relate to which topics. Then follows the task of identifying the main topic, or the main
purpose of the author, the main idea of the text. Basing on circumstantial evidence, inferences and vocabulary in
context you will have to look into clues for specific information given in the text.
Matching headings with paragraphs
Step 1. Survey the text. A list of headings can give you some useful information to help
you quickly understand what each part of the text will be about.
Step 2. Skim-read each paragraph. This technique gives you a general idea of what the
writer is saying in each paragraph.
Step 3. Determine which heading is the best match for each of the paragraphs marked by
the numbers.
Empowerment of diversity
Recognition of diversity
Acknowledgement of diversity
Partnership in diversity
The ferment of change
New names for the new world
Managing Diversity
Ignorance of the other
What Is Multiculturalism?
Answer the following questions:
 What is the main topic of the text?
(A) Multiculturalism as an outgrowth of the complexities of the twentieth century.
(B) The identity of a multicultural person.
(C) One’s culture as the door to one’s perception.
(D) An operational definition of multiculturalism.

What does the text mainly discuss?
(A) New approach to intercultural understanding.
(B) Intercultural understanding, which is based on the knowledge of culture.
(C) Essential similarities between people.
(D) The concept of multiculturalism.
 What is the author's attitude toward the opinion that the dangers must be avoided
in grasping a proper understanding of multiculturalism?
(A) He shares this position.
(B) He strongly disagrees.
(C) He tries to be objective.
(D) He doesn’t care.
 Where in the four sentences does the author discuss the multicultural person as, at
once, both old and new?
(A) The fact that where you stand determines what you see is a reality in most situations,
and it is especially true for the concept of multiculturalism.
(B) Even in the face of inevitable change, no one really wants to change; people still
prefer the old.
(C) Many people fear multiculturalism will bring in "foreign" concepts and ideas which
will deviate the nation from its historic course.
(D) A new age demands new methods and new structures, for the ferment of change
cannot be contained in the old structures.
 What is the main idea advanced by the author in the text?
(A) Multiculturalism is the basis for understanding the changes coming to our society.
(B) We may now be on the threshold of a new kind of person, a person who is socially
and psychologically a product of the interweaving of cultures in the twenty first century.
(C) A new type of person is developing from the complex of social, political, economic,
and educational interactions of our time.
(D) An understanding of the new kind of person must be predicated on a clear
understanding of cultural identity.
Write a précis of this text: Your precis should be logically ordered, with all parts of it
being connected to each other. You can't use the first person pronouns (I, we) as a precis is
always written in the third person. A precis never contains any additional information or details
not mentioned in the original text even if it supports the main idea if the author . Don't give your
personal opinions on the analyzed work because you are not writing a critical book review
or analytical essay. The goal of your precis is to guide people through unfamiliar reading. It
means that the voice, opinions of your text must reflect the author’s voice, his thoughts and be
understandable for those people who have not read the original text.
Keep in mind that a precis is not a:
 Plan/outline of the original passage or article;
 Simple abstract of the text;
 Selection of the most prominent phrases and sentences;
 Chain of facts, sentences that are not connected.
UNIT 7. LANGUAGE AND DIVERSITY
Guidelines for intensive reading of DOE texts
You should keep in mind that, in DOE texts, most of the reading passages have a neutral
tone, but sometimes an author may take a position for or against some point. However, answer
choices that indicate strong emotion – amused, angry, outraged, pleased, and so forth – will
seldom be correct. Identifying the author’s tone and attitude is often required for an overall
understanding of the text. Tone questions ask you to determine the author's feelings about the
topic by the language that he or she uses in writing the passage. Attitude questions are very
similar to tone questions. Again, you must understand the author's opinion. The language that the
author uses will tell you what his or her position is. In the text below the term superdiversity is
open for discussions where rival views require arguments for and against.
PART 1. THE SKILLS OF INTENSIVE READING
Text 7-1. LANGUAGE AND SUPERDIVERSITY
(After J. N. Jørgensen’s and K. Juffermans’ sections in the Toolkit for Transnational Communication
in Europe. Copenhagen Studies in Bilingualism. University of Copenhagen, 2011)
1.‘Superdiversity’ is the term introduced by Vertovec (2007) to describe the new forms
of sociocultural diversity that has emerged after the end of the Cold War, and has altered the face
of large urban centers in the West and elsewhere. It is characterized by two parallel
developments: (1) a range of new forms of migration across the world, leading to ‘diversity
within diversity’ in about every society, and, in particular, in large urban centers in the West and
elsewhere; (2) the escalation of online cultural and social phenomena since the advent of the
internet, leading to new forms of identity performance, new forms of global popular culture and
new forms of community formation. All these developments are shot through with new
sociolinguistic phenomena of tremendous complexity, defying current ways of understanding
and description. The struggle to come to terms with these developments has led to a flurry of
terminological innovation, including terms such as ‘languaging’, ‘polylingual languaging’,
‘metrolingualism’, ‘transidiomaticity’ and so forth. Superdiversity is a term for the vastly
increased range of resources, linguistic, religious, ethnic, cultural in the widest sense, that
characterize late modern societies. The term has been coined by Vertovec (2006) in a review of
demographic and socio-economic changes in post-Cold War Britain: "Super-diversity
underscores the fact that the new conjunctions and interactions of variables, that have arisen over
the past decade, surpass the ways – in public discourse, policy debates and academic literature –
that we usually understand diversity in Britain".
2. Superdiversity should be understood as diversification of diversity, as diversity that
cannot be understood in terms of multiculturalism (the presence of multiple cultures in one
society) alone. At the basis of this paradigm shift are two sets of developments that can be
observed in Europe and world-wide. One is the changing patterns and itineraries of migration
from the outside into Europe and continued migration by the same people inside Europe: "more
people are now moving from more places, through more places, to more places" (Vertovec
2010). In effect, people bring with them continuously more different resources and experiences
from a variety of places in their everyday interactions and encounters with others and
institutions.
A second factor is the technological developments which have made new social media of
communication accessible to the masses, with mobile phones and the Internet (e.g., social
network sites). These developments mean that the individual in superdiversity is likely to meet a
much wider range of resources than was characteristic of Europe just a few decades ago.
3. A consequence of this superdiversity is an increasingly important lack of
predictability. A few decades ago it would be possible to predict with some degree of certainty
what a 14-year old grade school student in, for instance, Berlin would be like – looks, mother
tongue, religious affiliation, cultural preferences, musical taste, and in other ways. The range of
resources available to and employed by 14-year old grade school students in Germany was
limited compared to what we observe today – none of this can today be predicted with any
substantial degree of certainty. Blommaert (2010) observes that "the presuppositions of common
integration policies – that we know who the immigrants are, and that they have a shared
language and culture – can no longer be upheld".
Fanshawe and Sriskandarajah (2010) take the observation a step further and criticize the
routine reference to "protected strands" (gender, race, disability, sexuality, faith and belief, age)
in efforts to eliminate discrimination and inequality – there is no longer any single dimension
along which to work with these concepts, or with "identities". Their argument is that in the
context of superdiversity, we need a new politics of identity: people can't be put in a box
anymore.
4. The superdiverse conditions call for a revisiting and reinventing of our theoretical
toolkit to analyze and understand phenomena of language and communication (see Blommaert
and Rampton 2011). For instance, it makes concepts such as "speech community", "ethnic
groups", "minority" very difficult to maintain in any sense. It requires us to study rather than
assume relations between ethnicity, citizenship, residence, origin, profession, legal status, class,
religion and language. A superdiversity perspective on society problematizes the countability
and representability of cultures, languages and identities (see also our languaging lemma here),
which is why superdiversity can be understood as post-multiculturalism (Vertovec 2010).
The concept of superdiversity has been theorized primarily in relation to the UK and, by
extension, contemporary Europe. It is, however, evident that other societies have experienced
and still experience superdiversity, and that superdiversity may be a much older condition in
other places, India and Africa being obvious examples which include societies of long-standing
superdiversity, although not necessarily late modern.
5. Humankind is a languaging species. Human beings use language to achieve their goals,
and with a few exceptions by using language to other human beings. It is a widely held view that
language as a human phenomenon can be separated into different “languages”, such as
“Russian”, “Latin”, and “Greenlandic”. This idea is based on the recently developed
sociolinguistic understanding that this view of language cannot be upheld on the basis of
linguistic criteria. “Languages” are sociocultural, or ideological, abstractions which match reallife use of language poorly. This means that sociolinguistics must apply another level of analysis
with observed language use. Languaging is the unique human capacity to change the world
through communication with others by means of language, i.e. systematically organized arbitrary
signs. This capacity enables people to acquire (or develop) a complex system of symbols, and to
use this system for creating and negotiating meanings and intentions and transferring them across
time and space.
All human beings language, and they do so to achieve their goals. Languaging is
individual and unique in the sense that every single person possesses her or his own combination
of competences and knowledge with respect to language. No two persons share exactly the same
vocabulary, pronunciation, etc. More importantly, however, language is social in the sense that
every aspect of language is shared among several individuals, and that it is exclusively acquired
and practiced in interaction with other individuals.
6. Traditionally the language sciences deal with 'languages'. Languages are thought of as
sets of features, i.e. conventions which are believed to somehow belong together. Over the past
decade sociolinguistics has come to the conclusion that languages are ideologically constructed
abstract concepts which do not represent real life language use: 'languages do not exist as real
entities in the world and neither do they emerge from or represent real environments; they are, by
contrast, the inventions of social, cultural and political movements' (Makoni and Pennycook,
2007). Languages in the plural exist only as sociocultural inventions: 'Languages are conceived
and languaging is practiced' (Mignolo, 1996).
The making of languages in Europe is intertwined with the nation-building projects that
emerged in the wake of the Renaissance and reached its high point in the nationalist and
romanticist nineteenth century. The compartmentalized vision of language as separate bounded
linguistic systems is a modernist, Renaissance vision on language. Italian is the product of the
creation of an Italian nation-state, while French is the product of the creation of a French nationstate, thereby absorbing, erasing or marginalizing the linguistic diversity in their territories.
Likewise, the boundary between Dutch and German is the same as the border between the
Netherlands and Germany and does not in any meaningful way precede the history of the
respective nation-states.
7. A languaging perspective regards boundaries between languages as arbitrary and
historically contingent, as the result of particular histories of standardization and regulation.
Standardizing language means compartmentalizing the free and unbounded languaging of a
particular geographical area and class of people as the language for that particular geographical
area and its people and freezing its evolution. Standardizing language also means enregistering
particular linguistic features as normative: selecting particular phonemes, morphemes, words,
syntax, etc. as normal, as the norms for the language while designating all variation to those
norms as sub-standard, dialect, or even deficit language.
Languaging is the use of language, not of "a language". The analytical perspective
pointed to by the concept is that of the feature. Linguistic features appear in the shape of units
and regularities. Individual features are routinely ascribed a range of associations. Features are
typically (but not always) associated with one or more sociocultural constructions called
"languages". The unit (word) Durchschnittsgeschwindigkeit, for example, is generally associated
with "German". Features are also associated with values, meanings, speakers, places, etc.
(Jørgensen 2010). Learning language in real life means learning new features, including some or
all of these associations.
A languaging perspective sees language in actual practice not as bounded, countable
entities that are given in the natural world, but as dynamic, creative potential to speak. It
emphasizes that people do not primarily use 'a language', or 'some languages', but use language,
linguistic resources. Bilinguals are not seen as 'speaking two languages', but as languagers
making use of resources that are recognized by the speakers or others as belonging to two sets of
resources. A languaging perspective conceptualizes language as a verb (as practice or behavior),
rather than as a noun (a thing or object) and places the activity and the agents (languagers) in
focus rather than the linguistic system ('languages').
As a theoretical notion, languaging therefore reflects 'a human turn' in sociolinguistics,
i.e., a move away from languages (in plural) as stable linguistic systems ('codes' or 'varieties')
that are used by people, toward language or languaging as a dynamic sociolinguistic system that
is constructed and performed by people. The question students of languaging ask themselves is
therefore not 'who speaks (or writes) what language (or what language variety) to whom, when
and to what end', as Fishman defined the field sociolinguistics forty years ago, but 'who
languages how and what is being languaged under what circumstances in a particular place and
time' (for further discussion, see Møller and Jørgensen, 2009; and Juffermans, 2011).
CIRCUMSTANTIAL EVIDENCE FOR THE MAIN COMPONENTS OF THE
TEXT
Instruction: When analyzing each paragraph of the text you mostly rely on circumstantial
evidence. Circumstantial evidence is evidence not drawn from the direct observation of a fact. If,
for example, “Standardizing language means compartmentalizing the free and unbounded
languaging of a particular geographical area and class of people as the language for that
particular geographical area and its people and freezing its evolution”, then there is
circumstantial evidence that the author is a supporter of languaging. Circumstantial evidence is
collected by asking and answering overview questions.
1. Matching headings with paragraphs.
 Step 1. Survey the whole text.
 Step 2. Look over the 7 headings given in the table.
 Step 3. Skim each paragraph to identify the topic.
Match the given 7 headings with the 7 paragraphs of the text:
Consequences of superdiversity
Languaging perspectives
Tradition and modernity in
language visions
Languaging is human
A superdiversity perspective
Factors of superdiversity
The term ‘Superdiversity’
2. Identifying where to find information.
 Step 1. Survey introductory and concluding paragraphs and identify the core
ideas of the passage.
 Step 2. Skim the rest of the passage to make sure.
 Step 3. Scan the text to find the correct wording of its main idea, the topic,
and the purpose, write out the key words from each paragraph.
 Step 4. Skim the text for examples of descriptions, step-by-step explanations,
directions, comparisons and contrasts, analyses, analogies, and definitions.
a/ The main idea is what the author has in mind when s/he is writing a text.
Which one of the sentences given below most closely renders the main idea of the text?
1. Superdiversity is the new sociocultural diversity characterized by new forms of
migration across the world, and the new forms of community formation.
2. Superdiversity means the presence of multiple cultures in one society.
3. Superdiversity eliminates discrimination and inequality.
4. Superdiversity is primarily characteristic of the UK and, by extension, contemporary
Europe.
5. Languages are sociocultural, or ideological, abstractions which match real-life use of
language perfectly well.
b/ The topic is the subject area the author chooses to bring her/his idea to the
reader. Identify the main topic of the text.
1. The making of languages in Europe.
2. A human turn in sociolinguistics.
3. Learning language in real life.
4. The new forms of sociocultural diversity and language practice.
5. Standardization and regulation of language.
c/ The purpose of the text is what the author wants the reader to believe in. Does
the writer want you to believe that:
1. Traditional language sciences don’t deal with languaging?
2. Boundaries between languages result from particular histories of standardization and
regulation?
3. Superdiverse conditions call for a new analysis and understanding of the phenomena of
language and communication?
4. Humankind is a languaging species?
5. The concept of language exists only as a sociocultural invention?
4. Identifying patterns of text organization.
Identify description, step-by-step explanation, directions, comparison and contrast,
analysis, analogy, and definition in the following paragraphs:
Find in the text as many patterns of text organization as you can.
5. Reviewing and reciting the text.
Take 5-6 minutes to review and recite the text with the help of the following context
clues:
a) Numerical statements, such as "There are two reasons ...".
b) Rhetorical questions.
c) Introductory summaries: "Let me first explain..."; "The topic which I intend to
discuss is interesting because...".
d) Development of an idea, signaled by statements such as: "Another reason..."; "On the
one hand..."; "Therefore..."; "Since..."; "In addition..."; etc.
e) Transitions, such as "Let us turn our attention to..."; "If these facts are true, then...";
etc.
f) Chronology of ideas, signaled by "First... "; "The next..."; "Finally...,"; etc.
g) Emphasis of ideas, such as "This is important because..."; "The significant results
were..."; "Let me repeat..."; etc.
h) Summary of ideas, signaled by "In conclusion...; As I have shown... "; etc.
6. What circumstantial evidence can be inferred from the following paragraph:
A few decades ago it would be possible to predict with some degree of certainty what a
14-year old grade school student in, for instance, Berlin would be like – looks, mother tongue,
religious affiliation, cultural preferences, musical taste, and in other ways. The range of
resources available to and employed by 14-year old grade school students in Germany was
limited compared to what we observe today - none of this can today be predicted with any
substantial degree of certainty.
7. Which of the following best describes the organization of the passage?
The organization of the passage is: (A) too specific; (B) too general; (C) incorrect, (D)
irrelevant; (C) correct.
PART 2. THE SKILLS OF EXTENSIVE READING
SUPER-DIVERSITY
—
THE
NEW
TRANSNATIONALISM
CONDITION
OF
Guidelines for extensive reading of DOE texts
In 2013, the UN announced that the number of international migrants worldwide had
reached 232 million, up from 154 million in 1990. To capture the effects of this increase on the
UK, Vertovec (2007) proposed the term superdiversity, which was then taken up by the
sociolinguistic community (e.g. Blomntaert,2013; Blommaert & Rampton,2011). The notion of
‘superdiversity’ has engaged scholars beyond the field of sociolinguistics. The concept of
superdiversity is directly tied to the contemporary discourse on globalization. Most scholars
agree that the world is experiencing globalization at an unprecedented scale and scope, mostly
because of the high degree of space-time compression achieved by the increasing mobility of
people, commodities, texts, and knowledge.
Text 7-2. SOCIOLINGUISTICS OF SUPER-DIVERSITY
(After D. Parkin’s, K. Arnaut’s Super-diversity & sociolinguistics – a digest. 2014)
‘Super-diversity’ was defined by Vertovec (2006; 2010) and is widely taken up by others,
not in the least by sociolinguists (Blommaert and Rampton 2011). This uptake indicates that
super-diversity is gradually opening new terrains of investigation and beginning to raise new
methodological and theoretical questions in the social and political sciences as well as in the
humanities (Arnaut 2013 - forthcoming; Blommaert 2012).
In essence, the concept of super-diversity seeks to qualify the new condition of
transnationalism ever since the global flows of people have been profoundly changing both
quantitatively and qualitatively. While the amount of people migrating keeps rising at a steadily
growing pace, the migration flows have radically diversified. This diversification applies not
only to the range of migrant-sending and migrant-receiving countries, but also to the socioeconomic, cultural, religious, and linguistic profiles of the migrants as well as to their civil status
and their migration trajectories.
The sociolinguists with a keen interest in globalization and mobility contend that the
presentday complexity and diversity of migration flows is paralleled by that of global cultural
and linguistic flows (Jørgensen, et al. 2011; Leppänen 2012). The latter have also profoundly
intensified in volume as well as in the way they suffuse people’s communicative activities, and
many facets of their private and public, social and cultural lives. Key to this development is the
mobile turn in information and communication technologies. The watershed moment in both the
migration and communication dimensions of the new condition of transnationalism is situated
around 1990.
New transnationalism
New transnationalism of the late nineteen eighties and early nineteen nineties saw major
geo-political changes coinciding with those of rapid communications technology and the
maturing of the digital age. There was the fall of the Berlin wall in 1989, which Ernest Gellner
called the most momentous occasion since the French revolution; the ensuing collapse of
communism in eastern Europe and the Soviet Union; its conversion to a new kind of capitalism
in China following that country’s reforms of the 1980s; the remarkably swift effect of India’s
own 2 economic reforms; and the ending of apartheid in South Africa. That these politicoeconomic events occurred within a few years of each other is a good illustration of the global
knock-on effects of crises in relation to each other.
These factors have altered the nature of migration worldwide. Added to older migratory
patterns, either deriving from the host country’s imperial past or from post-WWII state regulated
labor migrations, are new migrations of smaller groups from a wider number of sending
countries. Post-communist migrants from eastern Europe seek work and settlement in the
European Union, while migration flows from Central Asia to eastern Europe grow in magnitude
and diversity. South-to-south migration has grown alongside existing (but equally changing)
south-to-north patterns.
For instance, following the ending of apartheid, South Africa has become the destination
as well as the hub of increased migration flows from other African countries as has China from
countries all over the world, including Africa. The acceleration and multiplication of such new
movements of people is a kind of stepping-stone to an increasingly transnational world
connected by digital communication technology. New migrations and diasporas have indeed
been accompanied by the increasing use of mobile phones and other ‘smart’ devices in
combination with the internet.
On-going miniaturization and grassroots accessibility are two major aspects of the
communication technology’s booming spread and mobility. At which pace and to what a
geographic extent the global digital revolution has accelerated could be recently measured from
the immense success of the cell phone-based social medium MXIT in South Africa (Velghe
2011), or more spectacularly, the mass mobilizations during e.g. the London riots and the Arab
Spring. Of course, throughout the twentieth century international communication and massmedia (radio and television) were important vectors of globalization, but current mobile
interactive technologies have seen this drastically fragmented and individualized.
Likewise, the burgeoning new patterns of international population movement which
consist of new, smaller and more ethno-culturally diverse groups of migrants caulked upon
earlier, long-standing migratory patterns. In this sense the ‘super’ in ‘super-diversity’ can be
taken to refer to the superimposition of older upon newer ‘diversities’ and their mutual rearticulation in the process. Everywhere around the world, the interaction of ‘the’ autochthonous
population with different generations and groups of migrants, engenders the cultural
differentiation of the former. In South Africa the collapse of the racial boundaries has in itself
given rise to new configurations which Nuttall (2009: 20) calls ‘entanglements’.
These different shifts in the making, punctuated by savage government curbs redefines
ineluctably and irreversibly the very idea of a self-recognizing population everywhere around the
globe. Unsurprisingly, these shifts demand for new ways of repartitioning and classifying
populations, in other words new diversity models.
Beyond multiculturalism
Contrary to the present transnationalism, the earlier pre-WWII or pre-decolonization
phase of globalisation, politico-economic and socio-cultural diversity were seen as made up of
supposedly discrete elements. The national, ethnic or religious groups were conceived to exist
alongside each other. They had not yet so merged as to lose their respective remembered lines of
differentiation. A case in point are the relatively regimented labor migrations from the
Mediterranean to Western Europe of the after-war decades which stand in stark contrast to the
relative unruly and more disruptive post-1990 new migrations from Africa, Asia, Eastern
Europe, and Latin America.
The earlier diversity or multiculturalism regimes – with colonial population management
and apartheid as its most extreme expressions –, were really those of parallelisms and pluralities:
ethnic and cultural pluralism, medical and linguistic pluralism referred in liberal quarters to the
side-by-side relations of distinctive entities or knowledges. Their constituents and proponents
were encouraged to celebrate their distinctiveness and, despite real differences between them of
power, privilege and resources, to take their place as equals before each other. Ideologies cannot
last for long without material or substantive reinforcement, however.
Crosscut by increasing inequalities, the ideal-based pluralisms gave way at their edges to
fuzzy boundaries or no boundaries at all. The concept of super-diversity tries to capture the
manifold implications of this alleged development from the co-existing, side-to-side (and
sometimes back-to-back) relations of relatively bounded entities to the reverberative, crisscrossing and subdivision of different parts of these entities. Together with other disciplines,
contemporary sociolinguistics engages with the evident repercussions of this shift on linguistic
and cultural production.
Super-diversity in sociolinguistic research
Sociolinguistics has a long-standing record in analyzing and interpreting linguistic
diversity albeit until recently within the ‘old’ multiculturalist, or rather, multilingualist mould. It
typically associated the use of languages and varieties of languages with more or less stable and
clearly positioned (e.g. working-class or elite) socio-cultural groups or ‘speech communities’
while setting apart the combination of languages in one conversation as codeswitching or codemixing (Parkin 1974). Replacing the worn-out multilingualist model with a more dynamic one
but retaining the sophisticated ethnographic methods and critical stance of earlier sociolinguistics
(Gumperz and Hymes 1972; Parkin 2012 - forthcoming), Rampton (2005) analyzed forms of
crossover speech or crossing, in which a range of diverse linguistic particles are borrowed,
transformed, returned and employed as communicative ‘resources’.
The resources make up what Blommaert and Backus (2011) call speech ‘repertoires’ and
are deployed in what Jørgensen and others (2011) call ‘polylanguaging’ and Creese and
Blackledge (2010) using García’s term, call ‘translanguaging’. Such processes are more than just
code-switching. Speakers use constantly changing communicative resources: verbal, audio ,
visual and bodily. They have to make themselves understood while keeping up to date with the
most recent styles and registers of communication. Varis and Wang (2011) aptly refer to a
struggle between the semiotic creativity that is expected of speakers in super-diversity and the
need to retain some normative stability in communication in order to be understood. It is a
delicate balance. As Rampton (2011) showed for urban Britain, on the one hand ethnicity from
the 1980s and 1990s gave way to social class as a driver of youth speech.
On the other hand, this new class-based speech was not stable but was heterogeneous. It
was made up of different speech styles which crossed, so to speak, backwards and forwards into
each other. More than this, such heterogeneous urban vernaculars have lasted beyond speakers’
youth and into their middle age. In other words, in some of the sociolinguistic literature, superdiversity refers to the very rapid circulation of constantly changing semiotic variables which do
not necessarily settle into more stable varieties, indexing stable identities.
Furthermore, vernacular urban youth speech does no longer give way in later life to more
received speech styles. Rather, they exist along more settled varieties, spoken or at least
advocated by members of the so-called ‘establishment’ such as professionals and mobile middle
classes, so creating further layers of complexity.
Apart from face-to-face communication, contemporary sociolinguistics looks into
semiotic complexity in Internet-based communication, socialization and learning. S. Leppänen
and her collaborators have been looking into how participants bring into play different voices
and different styles in a wide-range of internet-based activities such as YouTube videos, gaming,
blogging and vlogging, Facebook and other social media interaction, etc.. This fascinating line of
research reveals the creativity and sophistication with which (often) young people express a
myriad of affective, social, and cultural alignments and affinities with preferences and role
models, movements and hypes, styles and ideas, all over the globe (Leppänen 2012).
A third sector of sociolinguistic research is linguistic landscaping which documents and
analyses commercial or other forms of writing and printing in public space. This research shares
with the new media research a sustained interest in literacy and design but differs in the former’s
attention to space and the material side of public literacy (Stroud and Mpendukana 2009). For
Blommaert (2012: 23) linguistic landscaping research is a particularly powerful tool to rapidly
assess or otherwise profoundly gauge the complexity of globalized neighborhoods which he
designates as “complex of infrastructures for superdiversity”.
In sum, these and other lines of research in the sociolinguistics of superdiversity are
addressing the different levels at which diversity plays out: (a) communicative practices that
constitute emergent forms of conviviality and rooted cosmopolitanism, (b) diversity and
integration discourses in the corporate and public sector and the ideologies they enshrine about
language norms, (c) more generally, the emergence of normativity in a polycentric world in
which traditional normative centers (nation-state apparatuses) are just one among many, and
finally (d) (at the theoretical level) conceptualizing some of the key-notions of super-diversity,
such as complexity, unpredictability, and indeed, diversity.
Instruction
In this unit, your assignment is to write a presentation based on the two combined
texts – 7-1 and 7-2.
Presentation is a means of communication that can be adapted to various speaking
situations, such as talking to a group, addressing an examination board or a class meeting. It can
also be used as a broad term that encompasses other ‘speaking engagements’ such as making a
speech or getting a point across in conference. A presentation requires you to get a message
across to the listeners and will often contain a 'persuasive' element. It may, for example, be a talk
about your reading for a graduate or candidate exam. You should know exactly what you want to
say and the order in which you want to say it. Clarity of ideas and good organization of a
presentation should help result in a lively, logical and compelling message, delivered in a
confident and professional way.
You are to choose between the two types of presentation:
1. The first type of your presentation should have three main elements: an introduction, a
main message and conclusions. Within the main body of your presentation, divide your key
message into three elements and then expand each of these points into three sub-points.
2. An alternative structure of your presentation uses the questions “What?”, “Why?” and
“How?” to communicate your message to the audience. In a way, this also harnesses the power
of three, but is a special case for driving action.

“What?” identifies the key message you wish to communicate.

“Why?” addresses the next obvious question that arises for the audience.

“How?” is the final question that naturally arises in the listeners’ mind. They
want to know how they are going to achieve what you have just suggested. Try not to be too
prescriptive here. Instead of telling people exactly how they should act on your message, offer
suggestions as to how they can act, perhaps using examples.
Editing Your Content
Once you have a first draft of your presentation, it is important to review and edit
this. This will help to ensure that it really does get your message across in the most effective
way.
When editing presentation content, you should consider:
1.
The language. Make sure that what you are saying will be clear to your audience.
Remove any jargon and try to use plain English instead. If necessary, explain terms when you
first use them.
2.
Sentence structure. Use short sentences and keep the structure simple.
Remember that you will be talking through your ideas and that the audience will be listening
rather than reading.
3.
The flow. Make sure that your presentation structure leads your audience through
your ideas and helps them to draw your conclusion for themselves.
4.
Use metaphors and stories to aid understanding and retention.
5.
‘Hooks’ to get and hold the audience’s attention. Ensure that you have
included several ‘hooks’ at various points in the presentation. This will help you to get and then
keep the audience’s attention. These might be stories, or audience participation, or some
alternative visual aids, such as a short video.
6.
Check, and double check, for spelling and grammar. Make sure that any
presentation slides or illustrations, titles, captions, handouts or similar are free from spelling
mistakes.
UNIT 8. BASICS OF SOCIOLINGUISTICS
Guidelines for intensive reading of DOE texts
We must immediately and quite definitely say: modern sociolinguistics is a branch of
linguistics. While this industry was only being formed, it was getting on its feet, one could argue
about its status. But now, at the beginning of the 21st century, when sociolinguistics not only
defined the object, goals and tasks of research, but tangible results were also obtained, the
linguistic nature of this science is quite obvious. It is another matter that sociolinguists borrowed
many methods from sociologists, for example, methods of mass surveys, questionnaires, oral
interviews. But, borrowing from sociologists these methods, sociolinguists use them creatively,
with reference to the tasks of language learning, and in addition, on their basis, their own
methods of working with linguistic facts and with native speakers are developed.
PART 1. THE SKILLS OF INTENSIVE READING
Text 8-1. SOCIOLINGUISTICS VERSUS CORE LINGUISTICS
After Robin Tolmach Lakoff’s What is Sociolinguistics? // A companion to the
history of the English language / edited by Haruko Momma and Michael Matto. Blackwell
Publishing Ltd., 2008.
Sociolinguistics is the study of language in its social context. That definition includes
both 1) the way in which humans use differences in linguistic form to determine the social
positions of themselves and others, and 2) the way in which speakers tailor their linguistic
behaviors to the social context in which they are speaking.
Examples of the first include dialect differences, gender differences, and other encodings
of social position and status, and the ways in which we as hearers use these differences to
determine: Is the other like or unlike me (do we, in some sense, “speak the same language”)? Is
my interlocutor more powerful or less powerful than I am, or just as powerful?
Examples of the second include our ability to arrange our discourse on a scale of
formality: we talk one way (in terms of vocabulary and grammar) with intimates, another with
more distant acquaintances and strangers.
Sociolinguistics is the most socially relevant of all aspects of linguistics, since it talks
about how people use (and abuse) language socially and politically. Sociolinguistics uses “core”
linguistics (phonology, morphology, syntax, semantics, and pragmatics) to explain how the
forms of language, as analyzed in these areas, are given social meanings. Sociolinguistics has
only recently separated itself from core linguistics, although (as has been argued by Labov) it
can reasonably be seen as the true basic or core linguistic area, since it deals with the intersection
of language form and social construction, a connection that is at the root of our humanness.
The term itself was not much used before the late 1960s, when Labov and his co-workers
began to use it to differentiate between the work they were doing and the autonomous linguistics
of the Chomskyan school (transformational generative grammar). Prior to the Chomskyan
domination of the field and during the ascendancy of American Structuralism, as first defined by
Bloomfield (1933) and the major linguistic theory in America from the 1920s through the early
1960s, a lot of what was considered, simply, a “linguistics” included what today would be
categorized as “sociolinguistics”: dialectology, cross-cultural comparisons, English usage, and so
on.
But once core linguistics was defined as “linguistics” proper, what was left became, by
default, marginalized as, for instance, psycholinguistics and sociolinguistics. Sociolinguistics is
inherently interdisciplinary. It draws from and contributes to the knowledge base of many other
disciplines: most obviously, cultural anthropology, psychology, and education; less obviously,
literary theory, political science, and sociology. The same kinds of work may be assigned to one
field rather than another purely on the basis of the departmental affiliation of its author.
In Language (1933), Bloomfield defined the subject of linguistics as oral, spontaneous,
and decontextualized forms of language, studied in an antimentalistic (non-interpretive) way. But
this definition, useful and productive as it was, excludes many of the most important and
fascinating aspects of language. Much of what is most significant about language lies in its social
uses: the distinction it makes between public and private, oral and written, ephemeral and
eternal, spontaneous and non-spontaneous. A complete explanatory theory of language would
need to discuss all of these and would therefore have to include in its database examples of each,
analyzed as situated in their social and psychological contexts. Besides the constraint against the
non-spontaneous, including the written, traditionally American linguists (both Bloomfieldian and
Chomskyan) have shared another taboo, avoiding the study of “structure above (or beyond) the
sentence level.”
There are reasonable justifications for this. Within Bloomfieldian antimentalism, the
recognition of discursive structures as rule-governed entails interpretation. An analyst must
discuss what makes a narrative “good”– satisfying to its creators and hearers. Within
transformational grammar, the study of units consisting of combinations of sentences is simply
not possible; analysis begins and ends at the sentence level. Moreover, syntactic rules are formal,
involving the presence and ordering of concrete units: noun phrase, main verb, relative clause
and so on; the more amorphous “idea units” of narrative and other kinds of connected discourse
are not accessible to such analysis. Hence, until quite recently, the study of connected text
“above the sentence level” has rarely been attempted within linguistics, socio- or otherwise (as
an exception, see Labov 1972).
I mention the foregoing because the rest of this essay violates conventional linguistic
theory and practice. Many of my colleagues would not consider what follows (socio)linguistics.
But definitions and fields must change, if they are to progress, and extending the domain of
(socio)linguistics to include larger and more abstract units and non-spontaneous forms of
utterance is essential: in complex and literate societies such as ours, these kinds of discourse are
the principal means by which we make sense, create cohesion, and define ourselves as group
members or non-members. The example I am using studies the construction, deconstruction, and
possible reconstruction of gender roles through a story that made its way through various
American media during the winter and spring of the year 2005, and thereby illustrates the way
American society uses literate narrative to understand itself.
Methods of Data Collection
The aim of sociolinguistic data collection is to find spontaneous language used naturally.
This turns out to be a difficult task. Labov (e.g. 1972) talks about the “Observer’s Paradox” as a
hindrance to that ideal. The Observer’s Paradox states that the investigator needs to get
spontaneous and natural data, but all possible (and ethical) methods of data collection interpose
an element of unnaturalness or nonspontaneity. The most successful work minimizes that
element, but it is always there. There are two major methods of data collection, as follows.
The interview or questionnaire
Suppose the investigator wishes to study the ways in which speakers of Standard
American English can respond to compliments. A simple way to get this kind of data is through
a questionnaire: volunteers are asked to provide a list (orally and face to face, or in writing on a
form) of the ways they (or people in general) might appropriately respond to an utterance
intended and understood as a compliment. The subject might be asked to produce a list or be
asked to evaluate (perhaps on a numerical scale) a set of possible responses. Often the subject is
offered a brief scenario within which the compliment-response pair occurs. After a suitable
number of interviews, the investigator tallies up the percentages for each response and draws
conclusions based on them.
The interview method has some advantages. The interview itself is short, making it
relatively easy to get subjects to cooperate and to tabulate the responses. It is possible to get a
great deal of data from many subjects. But the method necessarily creates the Observer’s
Paradox: speakers are asked to judge or produce examples without contextualization or at best in
artificial contexts. Hence these responses do not represent what speakers actually do, but rather
only what speakers think they do, or think other people do, or think they should do (because it’s
polite, normal, elegant, etc.) or think the investigator wants them to say they do.
The more interesting (and, often, touchy) the topic (e.g., gender differences in linguistic
behavior), the more probable it is that the subject’s responses will be inaccurate. For these
reasons, many sociolinguists avoid this method, and the principal journal of the field, Language
in Society, will not accept articles based on interview-generated data for publication.
The recording of spontaneous discourse
Conversation analysis makes great use of this method, usually through the use of an
audio/video recorder. In this method, an investigator places a recorder in the midst of a group of
people who are having, or are about to have, a “natural” conversation, e.g., at a dinner party. The
investigator later transcribes the recordings, and the transcripts are analyzed. Patterns emerge
representing the forms of typical conversation: turn-taking rules, gaps and overlaps, the structure
of adjacency pairs (like question-answer or conversational openings).
Ethically participants must be asked in advance whether they are willing to participate,
and the recorder must be kept in plain sight throughout the conversation. Investigators claim that
after about ten minutes subjects forget about the recorder and start speaking completely
“naturally,” but since it is (ethically) impossible to do a contrastive study with a concealed
recorder, we can’t know this for sure.
Recording of spontaneous utterance has a clear advantage over interview elicitation
because data are naturally produced and therefore much closer to people’s real behavior. It is an
excellent method for collecting examples of patterns that recur frequently (e.g., those of
conversational interaction). It is useful, too, because it avoids introspection: investigators need
not deal with the meanings of contributions, only with their structures.
But for a study of possible responses to compliments, this method is impracticable.
Compliments are relatively rare: one would have to collect reams of recordings of conversations
in order to get a usably large amount of data. Too many important linguistic behaviors are offlimits for this kind of study. Interpretation and the Role of the Investigator’s Mind require that
the investigator discover a corpus, not make sense of it.
Should sociolinguistic research be purely empirical and non-interpretive?
Or are there types of research and specific circumstances in which introspective methods,
carefully controlled, have a place and in fact are essential?
Without being able to say why speaker A said utterance B in context C, or what B was
apt to mean, in that context, to hearer D, a great deal of what is interesting about language use
and its consequences is inaccessible to study.
For instance:
• Everything that involves interpretive ideas: “power,” “stereotype,” and “identity.”
• Understanding and misunderstanding the inexplicit (e.g., contextualization clues,
politeness).
It is customary for sociolinguistic surveys to record speakers from several different age
groups. Often the frequency of different variants differs within the same community according to
how old the speaker is. Where there are such differences, they can be used as diagnostics of ongoing change that is taking place (a point we return to below). Recently, sociolinguists have
begun to explore even more creative methods for exploring the complex relationship between
social and linguistic factors and variation and change. The methods of social dialectology focus
exclusively on production of language: what variants do speakers use in different (social or
linguistic) contexts? Some work has begun to also ask whether social or linguistic factors have
an effect on the way speakers perceive language, e.g., do people hear something different if they
think they are listening to speakers with different social attributes? Work in this area suggests
that this may indeed be the case.
• The creation of social connections (and disconnections) via discursive choices (e.g.,
“speaking for another”), discourse markers).
• How we communicate by not communicating (e.g., metacommunication and
conversational style; conversational implicature).
Without theory and methodology allowing an investigator to say things like, “the
speaker, in saying Y, meant to communicate X,” or “the speaker meant to communicate X, but
the addressee understood Y,” none of these crucial concepts are available for investigation.
While several important areas are still open to sociolinguistic research, for instance dialectology
and variation, and conversation analysis, it would impoverish the field to discard the former
topics. Labov’s methods remain the gold standard for pure empiricism, but even he is edgy about
his important work on narrative structure (e.g., Labov 1972), since it violates his own caveats.
OVERVIEW QUESTIONS: THE FIELD OF RESEARCH, THE SUBJECT
MATTER, THE MAIN TOPIC, AND THE MAIN PURPOSE OF THE TEXT
Instruction: The first questions you should ask are overview questions about the field of
research, the subject matter, the main topic and/or the main purpose of the text. Overview
questions lead you to identify the most important concepts and ideas in the text.
You can employ the skill of surveying the text for all types of questions, but keep in
mind that the strategies are slightly different for each question type, so look at them separately.
Ask and answer overview questions about the difference between core linguistics
and sociolinguistics, e.g.:
What makes sociolinguistics interdisciplinary?
How does the author characterize Chomskian, Bloomfieldean and Labovian approaches
to language analysis?
What methods of data collection are prevalent in sociolinguistics?
What are the field of research, the subject matter, the main topic and the main purpose of
the text?
PART 2. THE SKILLS OF INTENSIVE READING SOCIOLINGUISTICS – THE
STUDY OF THE EFFECTS OF LANGUAGE USE ON SOCIETY
Guidelines for extensive reading of DOE texts
Variationist sociolinguistics uses empirical and quantitative methods to study the links between linguistic
variation and social factors. Adherents of variationist sociolinguistics argue that the understanding of language
includes its variable aspects as well as its categorical ones. At all linguistic levels, sociolinguistic variables enable
speakers to say the same thing in different ways, with the variants being ‘‘identical in reference or truth value, but
opposed in their social and/or stylistic significance” (Labov, 1972: 271).
Text 8-2. VARIATIONIST CONTROVERSIES IN SOCIOLINGUISTICS
(After Robin Tolmach Lakoff’s What is Sociolinguistics? // A companion to the
history of the English language / edited by Haruko Momma and Michael Matto. Blackwell
Publishing Ltd., 2008)
Language has been studied for many years and from different perspectives. At first,
language was studied in terms of its structure; however, with the advent of sociolinguistics, it
began to be studied in relation to the society which uses it, which makes language described in
an objective way, as there was a more scientific and descriptive approach to linguistic analysis
with emphasis on the spoken usage. The advent of sociolinguistics has attracted the interest of
many researchers, and it is concerned with the connections between language and society and the
way we use it in different social situations. It describes language variation in its social context,
and it was William Labov who opened the door to such a study, which had been neglected
completely in linguistic theory. Speech variation as an important subject has been discussed by
many sociolinguists in different dimensions. Sociolinguistics, as a huge field, studies the wide
variety of dialects across a given region, to the analysis of the different social variables
influencing the speaker’s language. It often shows us the humorous realities of human speech
and how a dialect of a given language can often describe the age, gender, and social class or
level of education… of the speaker.
Sociolinguistics is the descriptive study of the effect of any and all aspects of society,
including cultural norms, expectations, and context, on the way language is used, and the effects
of language use on society. Sociolinguistics differs from sociology of language in that the focus
of sociolinguistics is the effect of the society on the language, while the latter's focus is on the
language's effect on the society. Sociolinguistics overlaps to a considerable degree with
pragmatics. It is historically closely related to linguistic anthropology and the distinction
between the two fields has even been questioned recently.
It also studies how language varieties differ between groups separated by certain social
variables, e.g., ethnicity, religion, status, gender, level of education, age, etc., and how creation
and adherence to these rules is used to categorize individuals in social or socioeconomic classes.
As the usage of a language varies from place to place, language usage also varies among social
classes, and it is these sociolects that sociolinguistics studies.
This general framework is applicable to communities where several languages are used,
as both bilingual and monolingual speakers are constantly confronted with choices between
linguistic forms that share the same referential meaning or the same function in particular
contexts. Sociolinguistic variation thus both reflects social organization and contributes to its
formation. Moreover, the alternation between variants is held to be the starting point of
diachronic change in language. From this perspective, languages are heterogeneous and evolving
systems, due to their internal dynamics, contact with other language varieties, and their links
with social organization, which is itself evolving, composite and multi-layered.
Sociolinguistic research covers three major areas:
1) the study of speech variations within a speech community;
2) concrete speech acts within the social context, often referred to as ethnography of
communication; and
3) the speech community per se.
The study of linguistic awareness and communicative competence among any
community falls within the second category, that is, the study of speech acts (linguistic problem
solving) within a social setting.
In determining how to go about their work, sociolinguists must find the best compromise
between the need to make use of rigorous methods of discovery and analysis, and the desire to
study everything that is of interest in language use. I am aware of no generally agreed upon
resolution to this conflict. Sociolinguistics again has had significant things to say about another
area of linguistics often considered totally unrelated: historical linguistics. Labov’s work
addresses a paradox: language always changes over time, but at any moment a language (e.g.,
Standard American English) seems invariant and homogeneous.
How does homogeneous synchronic structure turn into diachronic change? Labov’s
answer was that language is always in flux; there are always variations across or within
seemingly invariant speech communities. Most of these variations are tiny and imperceptible to
speakers (hence the appearance of invariance). Over time, these tiny differences aggregate into
the large shifts that are recognized as diachronic change. Labov doesn’t say exactly how this
occurs. The Changing Role of Gender in Public Discourse (over the last thirty to forty years)
questions about gender differences have been raised in academia (across many fields), the
sciences, religion, and politics. Many answers given by experts violate conventional wisdom and
question comforting age-old stereotypes. During the 1990s many of these controversies receded
in favor of new understandings of gender and gender roles, as women showed that they could
succeed in areas previously reserved for men, and as everyone showed that rigid gender roles
and expectations could change.
Those conclusions may have been premature. Gender is the oldest and psychologically
most salient distinction among human beings. Even stereotypical differences between races (and
classes, much less so) prove extraordinarily hard to overcome. So it should not be surprising that
the old ideas never died, but merely were in hibernation. The moment of reversal was September
11, 2001. The horrific events of that day profoundly shook Americans’ group identity: the sense
of America’s invulnerability and supremacy over all other nations. The events of 9/11 occurred,
moreover, during a conservative turn already under way, politically and culturally.
If we see the changes in the American perception of gender roles between the 1970s and
2000 as a profound shift in personal identity, add to that the upheaval in group identity caused by
9/11, and superimpose a conservative mood, then the apparently quiescent question of gender
differences would naturally re-emerge. So, for instance, a seemingly minor comment by Harvard
President Lawrence H. Summers was all that was needed to arouse an impassioned dialogue on
gender. Summers’ offhand remarks, in the socio-political context in which they were delivered,
attracted an inordinate amount of both public and private attention, and therefore passed what I
have called the Undue Attention Test (UAT).
The Summers Case as a Study in Sociolinguistics. On January 14, 2005, Harvard
President Lawrence H. Summers delivered what were later characterized as “off the cuff”
remarks at a conference at the National Bureau of Economic Research in Cambridge,
Massachusetts, convened on the topic “Diversifying the Science and Engineering Workforce:
Women, Underrepresented Minorities, and their S. & E. Careers.” In his remarks, Summers
suggested some reasons women might be underrepresented in university science, mathematics,
and engineering faculties. Such positions, he suggested, “require extraordinary commitments of
time and energy [including] 80-hour weeks. . . . Few married women are willing to accept such
sacrifices”. Secondly, he cited research showing that more high school boys than girls score very
high and very low on standardized math tests, differences that “possibly” arose from biological
differences between the sexes. Immediately, the storm broke. We can read the controversy as a
continuing story, or narrative, running through the popular media between January 17 and late
spring 2005. I am basing my discussion principally on articles that appeared in the New York
Times over that period, with a few from other print media. But the argument went far beyond
these sources, not only in print but on television and radio news, magazine, and talk shows. I am
concentrating on the Times as the US paper of record, but a great many similar stories occurred
in all these formats.
To know how to “read” the story, that is, interpret both the explicit content and the
profusion and direction of the reportage, the reader must be aware of the social, psychological,
and political context within which the events took place. Otherwise, the story is bewildering.
Why should anyone – let alone everyone – care what a university president, speaking well
outside his own field of expertise (economics), hypothesizes about the scarcity of women in
science? During the period January 17 to May 31, 2005, Lexis-Nexis lists 258 stories in major
papers containing the name “Lawrence H. Summers.” By comparison, for the same period in
2004, only 30 such documents are listed. From this perspective, the case passes the UAT: an
inordinate amount of public discourse about a topic that would seem to be lacking in general
interest. But stories that pass the UAT do so because, when their context is fully understood, the
interest is far from “undue”: the topic represents something that participants in the culture find,
at that point in time, to be highly salient and problematic. The “problem” in this case is the
recurrent question of differences between the sexes. Do differences in men’s and women’s
success in highly prestigious fields like the sciences still exist – despite attempts to equalize the
playing field – because of the innate differences Summers alluded to, in which case nothing
much can or should be done to rectify the situation; or because of social differences, including
prejudice against women within the scientific community, and unequal distribution of child care
and housework between members of couples? The questions Summers raised had been dealt with
in various disciplines, in many ways, again and again over thirty-five years. But in 2005 they
could still provoke passionate back-and-forth response for several reasons. First, the topic itself
is inflammatory and unresolved. If the differences should turn out to be biologically based, that
might lead many to conclude that women are inherently inferior in other ways as well, and some
would take that conclusion as an invitation to undo legislatively the accomplishments of the last
thirty years. If, on the other hand, Summers’ assertion proved incorrect, changes would have to
be made in hiring and promotion practices by departments and universities that wanted to seem
equitable, and by couples who wanted egalitarian relationships. Secondly, the source of the
statement was no ordinary guy, but a man with a great deal of intellectual clout. Not only had
Summers been President Clinton’s Secretary of the Treasury, but he was currently the head of
the most ancient and prestigious of American universities. Among the non-academic public,
Harvard is Harvard and everyone else is not. So if the same statements had been made by (say)
the president of Yale or of the University of California, my guess is that they would not have
created a similar firestorm. Lastly, and to my mind most importantly, the issue of gender equity
had recently become embroiled in controversy after a long period of relative calm. At the
moment Summers made his remarks, America was ready to re-fight gender issues because the
country was controlled by a religiously conservative Republican administration and Congress;
because we were fighting two wars (on “terrorism” and in Iraq), and war always tends to polarize
gender roles; and because the confounding of our American group identity by the events of 9/11
had created, for many Americans, a crisis in our individual identities as gendered persons. So the
story had stamina because of the context in which the remarks were made. In fact, the Summers
story was not the first harbinger of new concern over gender issues. Over the previous few years
there had been some media attention to gender roles. An article by Lisa Belkin in the New York
Times Magazine (Belkin 2003) talks at length and with approval about women who have
abandoned prestigious careers to become “stay-at-home moms.” An article in the New York
Times’ Sunday Week in Review (Warner 2004) quoted men whose wives were working at highsalaried jobs as resentful and complaining. Alessandra Stanley (2004), commenting on the
season’s new television shows, argued that they were re-creating and reinforcing old gender
stereotypes (including in her attribution Desperate Housewives, soon to become a major hit). The
Narrative I frame the Summers case as a story, or “narrative,” using Labov’s definition: a
minimal narrative consists of two “narrative clauses,” temporal statements whose order cannot
be rearranged without changing their meaning or creating nonsense. In this case there are four
main “narrative clauses,” that is, major story developments: 1. The original event and its
immediate fallout. 2. Analysis of the validity of Summers’ claims, including a pair of Op-Ed
articles; arguing for and against the existence of biological differences, citing scientifi c studies
that came to opposite conclusions. Appearing nine days after the Summers statement, these
articles occupy, extraordinarily, almost a full Op-Ed page.
Each side claims to have “science” on its side – but different science with different
underlying assumptions about what constitutes a valid scientific approach. There was also
discussion of environmental barriers to women’s achievement, whether collegial prejudice or the
unfair distribution of domestic duties. 3. While the arguments of (2) were playing out, a related
topic surfaced: an examination, often negative, of Summers’ performance as Harvard president
showing how far the story had spread beyond the science and education pages. These stories
focused on Summers’ confrontational and belittling style in dealing with his faculty, often
arguing that the style was counterproductive. Indeed, during this period the Harvard faculty
voted twice to give Summers a vote of no confidence, necessitating several apologies on his
part. 4. Finally, there were discussions of the role of gender elsewhere than in science and
university governance. Dowd (2005) in a Times Op-Ed column, muses on why so few other
women are willing or able to serve as political commentators (she suggests, because women
speaking critically are viewed much more unfavorably than are men, and because women are
much more strongly affected than men by negative response). Tierney (2005), in the same place,
argues that women are simply less competitive than men, as demonstrated by the fact that men
virtually always are the winners of Scrabble tournaments. An article in the Times’ Sunday Arts
and Leisure section (Allen 2005) points out that, at auction, the works of modern female artists
fetch lower prices than those of their male counterparts. While none of these directly addresses
the Summers controversy, it seems probable that they would not have been written except within
the penumbra of that dispute.
Conclusions
First, language and the world it represents are interconnected. It is impossible to make
sense of the discourse around the Summers case without understanding the social and political
settings within which it was situated. Secondly, all levels of language are grist for the
sociolinguist’s interpretive mill. All are predictable and rule governed, and we use all –
spontaneous and planned; oral and written; formal and informal; verbal and non-verbal – to
make sense of the world around us and present ourselves and our identities to one another. Third,
the domain of sociolinguistics, as of linguistics more generally, is everything that we as human
beings use language to achieve, intentionally or otherwise.
Instruction
In this unit, your assignment is to write a presentation based on the two combined texts:
Text 8-1 “Sociolinguistics versus core linguistics” and Text 8-2 “Variationist controversies in
sociolinguistics”. Both are abridged after R. T. Lakoff’s “What is sociolinguistics?”.
Presentation is a means of communication that can be adapted to various speaking
situations, such as talking to a group, addressing an examination board or a class meeting. It can
also be used as a broad term that encompasses other ‘speaking engagements’ such as making a
speech or getting a point across in conference. A presentation requires you to get a message
across to the listeners and will often contain a 'persuasive' element. It may, for example, be a talk
about your reading for a graduate or candidate exam. You should know exactly what you want to
say and the order in which you want to say it. Clarity of ideas and good organization of a
presentation should help result in a lively, logical and compelling message, delivered in a
confident and professional way.
You are to choose between the two types of presentation:
1. The first type of your presentation should have three main elements: an introduction, a
main message and conclusions. Within the main body of your presentation, divide your key
message into three elements and then expand each of these points into three sub-points.
2. An alternative structure of your presentation uses the questions “What?”, “Why?” and
“How?” to communicate your message to the audience. In a way, this also harnesses the power
of three, but is a special case for driving action.

“What?” identifies the key message you wish to communicate.

“Why?” addresses the next obvious question that arises for the audience.

“How?” is the final question that naturally arises in the listeners’ mind. They
want to know how they are going to achieve what you have just suggested. Try not to be too
prescriptive here. Instead of telling people exactly how they should act on your message, offer
suggestions as to how they can act, perhaps using examples.
Editing Your Content
Once you have a first draft of your presentation, it is important to review and edit
this. This will help to ensure that it really does get your message across in the most effective
way.
When editing presentation content, you should consider:
7.
The language. Make sure that what you are saying will be clear to your audience.
Remove any jargon and try to use plain English instead. If necessary, explain terms when you
first use them.
8.
Sentence structure. Use short sentences and keep the structure simple.
Remember that you will be talking through your ideas and that the audience will be listening
rather than reading.
9.
The flow. Make sure that your presentation structure leads your audience through
your ideas and helps them to draw your conclusion for themselves.
10.
Use metaphors and stories to aid understanding and retention.
11.
‘Hooks’ to get and hold the audience’s attention. Ensure that you have
included several ‘hooks’ at various points in the presentation. This will help you to get and then
keep the audience’s attention. These might be stories, or audience participation, or some
alternative visual aids, such as a short video.
12.
Check, and double check, for spelling and grammar. Make sure that any
presentation slides or illustrations, titles, captions, handouts or similar are free from spelling
mistakes.
UNIT 9. HOW TO BE AN ETHICAL NEWSPAPER JOURNALIST
Guidelines for intensive reading of DOE texts on journalism
Journalistic ethics and standards comprise principles of ethics and good practice applicable
to journalists. This subset of media ethics is known as journalism's professional "code of ethics"
and the "canons of journalism". The basic codes and canons commonly appear in statements by
professional journalism associations and news organizations. While various codes may have
some
differences,
most
share
common
elements
including
the
principles
of truthfulness, accuracy, objectivity, impartiality, fairness, and public accountability, as these
apply to the acquisition of newsworthy information and its subsequent dissemination to the
public. Members of the Society of Professional Journalists believe that public enlightenment is
the forerunner of justice and the foundation of democracy. Ethical journalism strives to ensure
the free exchange of information that is accurate, fair and thorough. An ethical journalist acts
with integrity.
PART 1. THE SKILLS OF INTENSIVE READING
Text 9-1. ETHICAL CODE OF JOURNALISM IN THE NEW YORK TIMES.
(Adridged after the Handbook of Values and Practice for the News and Editorial
Departments of The New York Times) https://www.nytimes.com/editorialstandards/ethical-journalism.html#rulesForSpecializedDepartments
Introduction and Purpose
The goal of The New York Times is to cover the news as impartially as possible —
“without fear or favor,” in the words of Adolph Ochs, our patriarch — and to treat readers, news
sources, advertisers and others fairly and openly, and to be seen to be doing so. The reputation of
The Times rests upon such perceptions, and so do the professional reputations of its staff
members. Thus The Times and members of its news department and editorial page staff share an
interest in avoiding conflicts of interest or an appearance of a conflict.
For more than a century, men and women of The Times have jealously guarded the
paper’s integrity. Whatever else we contribute, our first duty is to make sure the integrity of The
Times is not blemished during our stewardship.
Our Duty to Our Readers
The Times treats its readers as fairly and openly as possible. In print and online, we tell
our readers the complete, unvarnished truth as best we can learn it. It is our policy to correct our
errors, large and small, as soon as we become aware of them.
We treat our readers no less fairly in private than in public. Anyone who deals with
readers is expected to honor that principle, knowing that ultimately the readers are our
employers. Civility applies whether an exchange takes place in person, by telephone, by letter or
online. Simple courtesy suggests that we not alienate our readers by ignoring their letters and
emails that warrant reply.
The Times gathers information for the benefit of its readers. Staff members may not use
their Times position to make inquiries for any other purpose. As noted above, they may not seek
any advantage for themselves or others by acting on or disclosing information acquired in their
work but not yet available to readers.
Staff members who plagiarize or who knowingly or recklessly provide false information
for publication betray our fundamental pact with our readers. We will not tolerate such behavior.
Pursuing the News
The Times treats news sources just as fairly and openly as it treats readers. We do not
inquire pointlessly into someone’s personal life. Staff members may not threaten to damage
uncooperative sources. They may not promise favorable coverage in return for cooperation. They
may not pay for interviews or unpublished documents.
Staff members should disclose their identity to people they cover (whether face to face or
otherwise), though they need not always announce their status as journalists when seeking
information normally available to the public. Staff members may not pose as police officers,
lawyers, business people or anyone else when they are working as journalists. (As happens on
rare occasions, when seeking to enter countries that bar journalists, correspondents may take
cover from vagueness and identify themselves as traveling on business or as tourists.)
Theater, music and art critics and other writers who review goods or services offered to
the public may conceal their Times connection but may not normally assert a false identity or
affiliation. As an exception, restaurant critics may make reservations in false names to protect
their identity. Restaurant critics and travel writers must conceal their Times affiliation to
eliminate the possibility of special treatment.
Obeying the Law in Pursuit of the News
Staff members must obey the law in the pursuit of news. They may not break into
buildings, homes, apartments or offices. They may not purloin data, documents or other
property, including such electronic property as databases and email or voice mail messages.
They may not tap telephones, invade computer files or otherwise eavesdrop electronically on
news sources. In short, they may not commit illegal acts of any sort.
Staff members may not use the identification cards or special license plates issued by
police or other official agencies except in doing their jobs. Staff members who have applied for
or hold “NYP” or other special plates should disclose that fact to the associate managing editor
for news administration or the deputy editorial page editor. Staff members whose duties do not
require special plates must return them.
Staff members may not record conversations without the prior consent of all parties to the
conversations. Even where the law allows recording with only one party aware of it, the practice
is a deception. Masthead editors may make rare exceptions to this prohibition in places where
recordings made secretly are legal.
Dealing with the Competition
Staff members compete zealously but deal with competitors openly and honestly. We do
not invent obstacles to hamstring their efforts. When we use facts reported by another
publication, we attribute them.
Staff members may not join teams covering news events for other organizations, and they
may not accept payment from competitors for news tips. They may not be listed on the masthead
of any non-Times publication. (Exceptions can be made for publications that do not in any way
compete with The Times, such as a church or synagogue newsletter, an alumni magazine or a
club bulletin.)
Protecting the Paper’s Neutrality
Staff members may not accept gifts, tickets, discounts, reimbursements or other
inducements from any individuals or organizations covered by The Times or likely to be covered
by The Times. (Exceptions may be made for trinkets of nominal value, say, $25 or less, such as a
mug or a cap with a company logo.) Gifts should be returned with a polite explanation. A sample
letter for use in such situations appears below.
Staff members may not accept employment or compensation of any sort from individuals
or organizations who figure or are likely to figure in coverage they provide, edit, package or
supervise.
Staff members may not accept anything that could be construed as a payment for
favorable coverage or as an inducement to alter or forgo unfavorable coverage. They may share
in reprint fees that other journalistic media pay The Times, according to the terms of our contract
with the Newspaper Guild. They may also share in fees paid by non-journalistic parties for
permission to reprint Times material in advertisements or promotions, though their share of those
fees may not exceed $200 an article.
Staff members may accept any gifts or discounts available to the general public.
Normally they are also free to take advantage of conventional corporate discounts that the Times
Company has offered to share with all employees (for example, corporate car rental rates). And
staff members may accept free admission at museums or other benefits extended to all Times
employees by virtue of the Times Company Foundation’s support of various cultural institutions.
Staff members must be mindful, however, that large discounts — even those negotiated
by the Times Company — may create the appearance of partiality, especially by those who have
a hand in the coverage of the company or industry offering the discount. If General Motors, for
instance, offers substantial trade discounts to all Times Company employees, the Detroit
correspondent should not accept without discussing the possible appearance of favoritism with
the responsible editors. If any such discounts do raise doubts, staff members should bring them
to the attention of their department heads and the standards editor or the deputy editorial page
editor before accepting.
Unless the special terms are offered by The New York Times Company or a Times
subsidiary or affiliate, staff members may not buy stock in initial public offerings through
“friends and family shares” where any plausible possibility exists of a real or apparent conflict of
interest. Staff members may not accept allocations from brokerage firms.
Providing Financial or Other Advice
It is an inherent conflict for a Times staff member to perform public relations work, paid
or unpaid. Staff members may not advise individuals or organizations how to deal successfully
with the news media (though they may of course explain the paper’s normal workings and steer
outsiders to the appropriate Times person). They may not, for example, advise candidates for
public office, write or edit annual reports or contribute to the programs of sports teams. They
should not take part in public relations workshops that charge admission or imply privileged
access to Times people, or participate in surveys asking their opinion of an organization’s press
relations or public image. They are free, however, to offer reasonable help to institutions such as
their child’s school, a small museum, a community charity or their house of worship.
Staff members may not serve as ghost writers or co-authors for individuals who figure or
are likely to figure in coverage they provide, edit, package or supervise. They may not undertake
such assignments for organizations that espouse a cause.
Staff members may not engage in financial counseling (except in the articles they write).
They may not manage money for others, proffer investment advice, or operate or help operate an
investment company of any sort, with or without pay. They may not do anything that would
require registration as an investment adviser. They may, however, help family members with
ordinary financial planning and serve as executors or administrators of estates of relatives and
friends and as court-appointed conservators and guardians.
Speaking Engagements
The Times freely acknowledges that outside appearances can enhance the reputation of
its bylines and serve the paper’s interests. Nevertheless, no staff member may appear before an
outside group if the appearance could reasonably create an actual or apparent conflict of interest
or undermine public trust in the paper’s impartiality. No staff member who takes part in a
broadcast, webcast, public forum or panel discussion may write or edit news articles about that
event.
Staff members should be especially sensitive to the appearance of partiality when they
address groups that might figure in coverage they provide, edit, package or supervise, especially
if the setting might suggest a close relationship to the sponsoring group. Before accepting such
an invitation, a staff member must consult with the standards editor or the deputy editorial page
editor. Generally, a reporter recently returned from the Middle East might comfortably address a
suburban synagogue or mosque but should not appear before a group that lobbies for Israel or the
Arab states. A reporter who writes about the environment could appropriately speak to a garden
club but not to conservation groups known for their efforts to influence public policy.
Staff members may not accept invitations to speak before a single company (for example,
the Citigroup executive retreat) or an industry assembly (for example, organized baseball’s
winter meeting) unless The Times decides the appearance is useful and will not damage the
newspaper’s reputation for impartiality. In that case, The Times will pay expenses; no speaker’s
fee should be accepted. Staff members invited to make such appearances should consult their
supervisors and the standards editor or the deputy editorial page editor.
Staff members should not accept invitations to speak where their function is to attract
customers to an event primarily intended as profit-making.
Staff members may accept speaking fees, honorariums, expense reimbursement and free
transportation only from educational or other nonprofit groups for which lobbying and political
activity are not a major focus. If a speaking fee exceeds $5,000, the staff member must consult
the standards editor, the associate managing editor for news administration or the deputy
editorial page editor before accepting.
Staff members who accept fees, honorariums or expenses for speaking engagements must
file with the associate managing editor for news administration or the deputy editorial page
editor by January 31 of each year an accounting of the previous year’s appearances. If their fees
total less than $5,000, no annual accounting is required. Fees earned under Times auspices for
promotional or other approved purposes need not be included.
Staff members who write books and want to promote them must give their supervisor a
schedule of proposed appearances. They may accept routine expenses and fees in promotional
appearances, but they must make every effort to ensure that their appearances conform to the
spirit of these guidelines and do not interfere with their responsibilities to the paper. If they have
doubts about an appearance, they must consult their supervisor and the standards editor or the
deputy editorial page editor.
Speeches and other outside endeavors by staff members, or unpaid, should not imply that
they carry the endorsement of The Times (unless they do). To the contrary, the staff member
should gracefully remind the audience that the views expressed are his or her own. Outside
commitments should not interfere with the speaker’s responsibilities at The Times. Thus no staff
member should agree to an extensive speaking schedule without approval from a supervisor.
Competitions and Contests
Staff members may not enter competitions sponsored by individuals or groups who have
a direct interest in the tenor of Times coverage. They may not act as judges for these
competitions or accept their awards. Common examples are contests sponsored by commercial,
political or professional associations to judge coverage of their affairs. The standards editor or
the deputy editorial page editor may make exceptions for competitions underwritten by corporate
sponsors if broad in scope and independently judged, such as the University of Missouri awards
for consumer journalism, long sponsored by J.C. Penney.
Staff members may compete in competitions sponsored by groups whose members are all
journalists or whose members demonstrably have no direct interest in the tenor of coverage of
the field being judged. Times staff members may act as judges for such competitions and accept
their awards. For example, a staff member may enter a university-sponsored competition for
coverage of economic or foreign affairs but not accept an advocacy group’s prize for outstanding
environmental coverage.
This prohibition on taking part in sponsored competitions applies to film festivals or
awards in which critics are asked to vote and to such competitions as the Tony Awards, the
Heisman Trophy, most valuable player and rookie of the year honors and admission to sports
halls of fame. Cooperation of this sort puts the paper’s independence into question.
A current list of some competitions that The Times has approved is posted on the
Newsroom home page under Policies. Staff members who would like to enter others should
consult their supervisors and the standards editor or the deputy editorial page editor. A critical
factor in approving a competition, whatever its sponsorship, is a record of arm’s-length
decisions, including a willingness to honor critical reporting.
Normally staff members are free to accept honorary degrees, medals and other awards
from colleges, universities and other educational institutions. Those who cover higher education
or supervise that coverage should be sensitive to any appearance of coziness or favoritism. Those
in doubt should consult the standards editor or the deputy editorial page editor.
Participation in Public Life
Staff members of The Times are family members and responsible citizens as well as
journalists. The Times respects their educating their children, exercising their religion, voting in
elections and taking active part in community affairs. Nothing in this policy is meant to infringe
upon those rights. But even in the best of causes, Times staff members have a duty to avoid the
appearance of a conflict. They should never invoke The Times’s name in private activities.
Certain of these requirements apply to all newsroom and editorial page employees,
journalists and support staff alike. No newsroom or editorial employee may do anything that
damages The Times’s reputation for strict neutrality in reporting on politics and government. In
particular, no one may wear campaign buttons or display any other sign of political partisanship
while on the job. Otherwise, “staff members” in this section refers only to the professional
journalists.
Voting, Campaigns and Public Issues
Journalists have no place on the playing fields of politics. Staff members are entitled to
vote, but they must do nothing that might raise questions about their professional neutrality or
that of The Times. In particular, they may not campaign for, demonstrate for, or endorse
candidates, ballot causes or efforts to enact legislation. They may not wear campaign buttons or
themselves display any other insignia of partisan politics. They should recognize that a bumper
sticker on the family car or a campaign sign on the lawn may be misread as theirs, no matter who
in their household actually placed the sticker or the sign.
Staff members may not themselves give money to, or raise money for, any political
candidate or election cause. Given the ease of Internet access to public records of campaign
contributors, any political giving by a Times staff member would carry a great risk of feeding a
false impression that the paper is taking sides.
No staff member may seek public office anywhere. Seeking or serving in public office
plainly violates the professional detachment expected of a journalist. It poses a risk of having the
staff member’s political views imputed to The Times, and it can sow a suspicion of favoritism in
The Times’s political coverage when one of its staff is an active participant.
Staff members may not march or rally in support of public causes or movements, sign ads
taking a position on public issues, or lend their name to campaigns, benefit dinners or similar
events if doing so might reasonably raise doubts about their ability or The Times’s ability to
function as neutral observers in covering the news. Staff members must keep in mind that
neighbors and other observers commonly see them as representatives of The Times.
Staff members may appear from time to time on radio and television programs devoted to
public affairs, but they should avoid expressing views that go beyond what they would be
allowed to say in the paper. Op-Ed columnists and editorial writers enjoy more leeway than
others in speaking publicly because their business is expressing opinions. The Times
nevertheless expects them to consider carefully the forums in which they appear and to protect
the standards and impartiality of the newspaper as a whole.
Staff members must be sensitive that perfectly proper political activity by their spouses,
family or companions may nevertheless create conflicts of interest or the appearance of conflict.
When such a possibility arises, the staff member should advise his or her department head and
the standards editor or the deputy editorial page editor. Depending on circumstances, the staff
member may have to recuse himself or herself from certain coverage or even move to a job
unrelated to the activities in question.
A staff member with any doubts about a proposed political activity should consult the
standards editor or the deputy editorial page editor. These restrictions protect the heart of our
mission as journalists. Though The Times will consider matters case by case, it will be
exceedingly cautious before permitting an exception.
Advertisers, Marketing, Promotion
The Times treats advertisers as fairly and openly as it treats readers and news sources.
The relationship between The Times and advertisers rests on the understanding, long observed in
all departments, that news and advertising are strictly separate — that those who deal with either
one have distinct obligations and interests and neither group will try to influence the other.
Members of the news department should maintain their disinterest and objectivity by
avoiding discussions of advertising needs, goals and problems except where those needs or
problems are directly related to the business of the news department. In many instances, for
example, the news and advertising departments may properly confer on the layout and
configuration of the paper or the timing of special sections.
When authorized by the executive editor, members of the news staff may take part in
interdepartmental committees on problems that affect several departments, including news. As
far as possible they should leave advertising issues to colleagues from the business side.
From time to time, when authorized by the executive editor or the editorial page editor,
staff members may take part in events organized by The Times for marketing or promotion. But
they should stick to their expertise and refrain from saying anything that sounds like a sales
pitch.
No one in the news department below the masthead level (except when authorized by the
executive editor) may exchange information with the advertising department or with advertisers
about the timing or content of advertising, the timing or content of articles or the assignment of
staff or freelance writers, editors, artists, designers or photographers. (To be continued in Part 2
of this unit).
Instruction
In this unit, your assignment will be to write an essay about the ethical code of your
profession based on the two combined texts of Unit 9. As an interim step approaching you to
coping with this assignment you will have to discuss the articles of the Code given above,
express your attitude and compare them to the code of Russian journalism as you may envision
it. Even if you are not interested in journalism as your life occupation you may well have some
ideas to be shared with your teacher and fellow students.
Identify where to find information. Survey the text.
a/ The implication of the text is what the Code aims at.
The aim of the Code is to value the importance of being ethical for the profession.
b/ The topic is the subject area the Code chooses to bring its ideas to the reader.
Identify the main topic of the text.
c/ The purpose of the text is what the Code wants the reader to believe in
Sample Questions
 What is the main topic of the passage?
 What does the text mainly discuss?
 What is the text primarily concerned with?
Main purpose questions ask why the author wrote a passage. The answer choices
for these questions usually begin with infinitives.
Sample Questions
• What is the author's purpose in writing this passage?
• What is the author's main purpose in the passage?
• What is the main point of this passage?
• Why did the author write the passage?
Sample Answer Choices
To define_____
To relate_____
To discuss_____
To propose_____
To illustrate_____
To support the idea that_____
To distinguish between _____and______
To compare ____and_____
Main detail questions ask about the most significant information of the text. To
answer such question, you should point out a line or two in the text.
Sample Question
What idea is emphasized in the text?
Make up a condensed 1-page summary of the text.
PART 2. THE SKILLS OF EXTENSIVE READING
OBLIGATIONS OF THE TIMES STAFF MEMBER
Guidelines for extensive reading of DOE texts
Extensive reading of Domain-Oriented English texts is emphasized in this manual as a
way of developing the graduates’ competence in domain-oriented communication embracing
interdisciplinary topics. It implies independent study of the texts discussing vital issues of
professional and general interest. A plausible definition of extensive reading as a competence
acquiring procedure is based on: (1) abridged presentations of longer texts; (2) general
understanding of the research field; (3) the learner’s intention of gaining specific experience and
acquiring special information from the text. (4) Extensive reading is individualized, with
students being offered a choice of interdisciplinary texts they would want to read; (5) the texts
may or may not be discussed in class.
Text 9-2. ETHICAL CODE OF JOURNALISM IN THE NEW YORK TIMES.
(Continued from Part 1)
(Abridged after the Handbook of Values and Practice for the News and Editorial
Departments of The New York Times)
Obligations to The Times
The Times’s good name does not belong to any of us. No one has a right to expropriate it
for private purposes.
Staff members may not use Times identification cards for purposes not connected with
Times employment. Cards may not be used to obtain special treatment or advantage from
governmental, commercial or other organizations (except when the card is required for a benefit
available to all Times Company employees by virtue of its foundation’s charitable relationships,
such as free admission to the Metropolitan Museum).
Staff members may not use Times stationery, business cards, forms or other materials for
any purpose except the business of the newspaper.
Speaking for The Times
Staff members must not disclose confidential information about the operations, policies
or plans of The Times or its corporate affiliates.
Department heads and masthead executives may authorize other staff members to
comment publicly on policies or plans within the staff members’ areas of responsibility and
expertise. If staff members are approached by other media or other outsiders to discuss Times
content or policy, they should refer the questioners to a masthead executive or the corporate
communications department.
Staff members are free to discuss their own activities in public, provided their comments
do not create an impression that they lack journalistic impartiality or speak for The Times.
None of these restrictions should be interpreted as barring a staff member from
responding openly and honestly to any reasonable inquiry from a reader about that staff
member’s work. If a reader asks for a correction, that request should be passed promptly to a
supervisor. If the request threatens legal action or appears to be from a lawyer, the complaint
should be promptly referred to the legal department through a department head.
Books, Movies, Reprints and Copyright
Any staff member intending to write or assemble a nonfiction book based on material
that derives from his or her assignment or beat must notify The Times in advance, so The Times
can decide whether to make a competitive bid to publish the work. In this regard, staff members
cannot accept or entertain any sort of preemptory bid from an outside publisher before allowing
The Times to consider the project. Staff members are required to inform The Times of any such
project or proposal, in writing, by sending a letter or email to their department head, as well as to
the standards editor or the deputy editorial page editor. The notification should include any
information about the anticipated time frame of the project, including (if applicable) the time
frame that an outside publisher has set for bidding on the project.
Within a reasonable period, taking into account the time frame for the project, The Times
will inform the staff member in writing whether it wants to compete for the project. If it does,
The Times will provide the staff member with a competitive bid. In the end, the staff member
and his or her agent have no obligation to accept The Times’s offer. This process is intended to
assure The Times a seat at the table in any negotiations, including auctions, involving books
based on materials derived from a Times assignment or beat.
These guidelines do not apply to book proposals or projects that involve the reproduction
of articles, columns, photographs, artwork or other material created by staff members and
published in The Times or on nytimes.com. The Times owns such material outright, and no such
material may be reproduced elsewhere without the prior written permission of The Times, nor
may it be rewritten, updated or otherwise altered and then republished without The Times’s prior
written permission. Staff members are often approached by agents, producers, studios or others
seeking rights to Times material. Such inquiries must be forwarded immediately to the standards
editor or to the deputy editorial page editor and to the legal department. If a staff member
represented by the Newspaper Guild has questions about rights to payment for reprints of articles
that the staff member has written, he or she should refer to The Times’s collective bargaining
agreement with the Guild. In general, this agreement calls for a 50/50 split of the fees involved.
In contemplating book projects — or other outside endeavors — staff members must
never give an impression they might benefit financially from the outcome of news events. Staff
members may not negotiate with any outside person or entity for any rights to an article or story
idea before the article has run in The Times. Staff members involved in covering a running story
may not negotiate over books, articles, films, programs or media projects of any sort based on
that coverage until that news has played out, unless they have written permission in advance
from the standards editor or the deputy editorial page editor.
No staff member may serve as a ghost writer or co-author for individuals who figure or
are likely to figure in coverage they provide, edit, package or supervise.
No staff member will be given a leave of absence, paid or unpaid, to write a book without
the explicit permission of the executive editor or the editorial page editor. Ideally, a staff member
who feels he or she will need to leave to complete a book project should inform The Times of the
intention to seek a leave at the same time he or she first makes the book project available for
consideration by The Times. A decision to grant or deny a request for a book leave — like
requests for most other leaves of absence — will be based on many factors, including previous
book leaves or accommodations the newspaper has granted to the staff member; the impact the
leave will have on departmental staffing needs, and the degree to which The Times believes the
book project will accrue to the newspaper’s interests. If a staff member represented by the
Newspaper Guild has a question about a leave of absence, he or she should refer to The Times’s
collective bargaining agreement with the Guild.
At no time may a staff member turn over notes, interviews documents or other working
materials to any third party, including agents, producers, studios or outside production agencies,
or share those materials with them unless legally compelled to do so. Staff members are advised
that in such circumstances, The Times’s legal department will provide assistance. (Those
represented by the Guild should refer to their collective bargaining agreement for the parameters
of that assistance.) As a matter of policy, The Times will not give commercial producers or
publishers access to working materials any more than it would turn them over to government
prosecutors for use in court.
This paragraph applies only to television and film: Staff members offered “consulting”
agreements by agents, producers, studios or others must consult the standards editor or the
deputy editorial page editor before accepting. No staff member may serve as a consultant to a
film or program that he or she knows in advance is tendentious or clearly distorts the underlying
facts. In no case should a consulting role be described in a way that invokes The Times or
implies its endorsement or participation.
Journalistic Work Outside The Times
Staff members are generally entitled to accept freelance assignments that do not directly
compete with The Times’s own offerings. Normally, work for competitors will not be permitted.
When allowed in rare instances, permission will be limited to cases in which The Times is not
interested in assigning the staff member a similar piece or project.
The Times competes in a far larger arena today than in the past. The printed paper
remains our flagship, as does The International Herald Tribune internationally, but we reach an
audience of millions through The New York Times on the web. We are learning to translate our
journalism into outstanding television. We publish numerous books, both original and drawn
from past articles; we offer archival photos of museum quality. We deliver The New York Times
in its complete form via the web. Our bedrock mission is to serve a high-quality audience that
values Times journalism, relying on any appropriate medium.
Competitors include any newspaper, magazine or other media of publication, regardless
of form, with an editorial focus on either New York City or general-interest news and
information. If the competitive status of a publication, website or TV production is unclear, a
staff member should consult with the standards editor or the deputy editorial page editor.
Staff members are encouraged (but not required) to offer their freelance work to The
Times or, in the case of a website, to The New York Times on the web before trying to sell it
elsewhere. The Times offers a number of outlets for work for which a staff member is paid extra,
including the Times Magazine, the Book Review and special sections. (Any freelance material
that derives from a Times assignment or beat must first be offered to The Times before a staff
member offers it elsewhere.)
Staff members must ensure that their freelance work does not interfere with their
responsibilities to The Times and that it is consistent with these policies and guidelines. If any
doubt exists, they must consult their supervisors and the standards editor or the deputy editorial
page editor before accepting outside assignments.
Before accepting a freelance assignment, a staff member should make sure that the tone
and content of the publication, website or program are in keeping with the standards of The
Times. In general, a staff member should write nothing elsewhere that could not fit comfortably
under his or her byline in The Times or that implies The Times’s sponsorship or endorsement.
An outside publication, program or website may identify staff members by their Times positions
but only in a routine way.
Because their primary identification is with The Times, staff members who accept
freelance assignments should adhere to these guidelines in carrying out those assignments. For
example, a staff member on freelance assignment may not accept compensation, expenses,
discounts, gifts or other inducements from a news source. Similarly, staff members who establish
their own sites online must ensure that their online conduct conforms to these guidelines.
Frequency matters. Freelance work might create a conflict of interest if it is pursued with
such regularity that it interferes with Times assignments or compromises the integrity or
independence of The Times. Freelancing might also create a conflict if it identifies a staff
member as closely with another publication or website as with The Times. A business reporter
who wrote a column in every issue of a trade magazine might soon become more identified with
that magazine than with The Times. A critic writing regularly for an arts magazine might foster
the impression that The Times was not his or her prime responsibility. The use of a pseudonym
does not alter the obligation to comply with this provision.
A regular contribution to an outside enterprise is permissible if it does not interfere with
or flow from Times responsibilities or involve intellectual matter owed to The Times and its
readers. Examples of acceptable affiliations might be a foreign desk copy editor who writes a
monthly column on stamp-collecting or a mapmaker working as a freelance illustrator. Staff
members considering such continuing ventures should confer with their supervisors and with the
standards editor or the deputy editorial page editor.
Appearing on Broadcast Media
Staff members may participate in radio, television or Internet interviews or discussions,
paid or unpaid, that deal with articles they have written or subjects that figure in the coverage
they provide, edit, package or supervise. Such occasional appearances must not imply that they
carry the sponsorship or endorsement of The Times (unless they do). Staff members should be
careful about the use of their names and that of the newspaper in materials promoting the
appearances. As a courtesy, they should let their department head know about their plans to
appear.
In deciding whether to make a radio, television or Internet appearance, a staff member
should consider its probable tone and content to make sure they are consistent with Times
standards. Staff members should avoid strident, theatrical forums that emphasize punditry and
reckless opinion-mongering. Instead, we should offer thoughtful and retrospective analysis.
Generally a staff member should not say anything on radio, television or the Internet that could
not appear under his or her byline in The Times.
Staff members may not appear on broadcasts that compete directly with The Times’s own
offerings on television or the Internet. They may not accept assignments from the Times’s TV
clients or potential clients without its approval. As the paper moves further into these new fields,
its direct competitors and clients or potential clients will undoubtedly grow in number. A staff
member who has any doubt about the status of a particular program should consult the standards
editor or the deputy editorial page editor.
Appearances might create a conflict of interest if they come so regularly that they
interfere with Times assignments or compromise the integrity or independence of The Times.
They might also create a conflict if they identify a staff member as closely with a radio or
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on a television program might soon become more known for that program than for work done for
The Times. Occasional appearances on the same program would not run that risk.
Sorting Out Family Ties
In a day when most families balance two careers, the legitimate activities of companions,
spouses and other relatives can sometimes create journalistic conflicts of interest or the
appearance of conflicts. They can crop up in civic or political life, professional pursuits and
financial activity. A spouse or companion who runs for public office would obviously create the
appearance of conflict for a political reporter or an editor involved in election coverage. A
brother or a daughter in a high-profile job on Wall Street might produce the appearance of
conflict for a business reporter or editor.
To avoid such conflicts, staff members may not write about people to whom they are
related by blood or marriage or with whom they have close personal relationships, or edit
material about such people or make news judgments about them. For similar reasons, staff
members should not recruit or directly supervise family members or close friends. Some
exceptions are permissible — in a foreign bureau, for instance, where a married couple form a
team, or in the case of an article by a food writer profiling her brother the Yankee star, where the
kinship is of genuine news interest.
Business-Financial, Technology and Media News
Staff members in business-financial news regularly work with sensitive information that
affects financial prices. Because of that sensitivity, they are subject to additional and stricter
requirements. Staff members in technology news and media news are subject to the same rules as
those in business-financial news, for the same reason.
Members of these three departments may not play the market. That is, they may not
conduct in-and-out trading (buying and selling the same security within three months). They may
not buy or sell options or futures or sell securities short. Any of these actions could create the
appearance that a staff member was speculating by exploiting information not available to the
public.
In special circumstances — a family financial crisis, for example — the associate
managing editor for news administration may waive the three-month holding period.
Supervising editors in business-financial, technology or media news should be especially
cautious in investing because they may reasonably expect to become involved in the coverage of
virtually any company at any time. Their counterparts in other departments should be equally
sensitive to possible conflicts in supervising coverage of companies in their domain.
Because of the sensitivity of their assignments, some business financial staff members
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Masthead editors and other editors who play a principal part in deciding the display of
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(other than the New York Times Company).
The editorial page editor, the deputy editorial page editor and the Op-Ed editor may not
own stock in any company (other than the New York Times Company). Nor may editorial
writers and Op-Ed columnists regularly assigned to write about business, finance or economics.
Rules for Specialized Departments
Sports
To avoid an appearance of bias, no member of the sports department may gamble on any
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coverage.
Except for journalists who receive press passes to cover sporting events, members of the
sports department may not accept tickets, travel expenses, meals, gifts or any other benefit from
teams or promoters.
Sports reporters assigned to cover games may not serve as scorers. Members of the sports
department may not take part in voting for the Heisman Trophy, most valuable player and rookie
of the year awards, entry into the Baseball Hall of Fame or similar honors.
Culture, Styles, Dining
The Times has exceptional influence in such fields as theater, music, art, dance,
publishing, fashion and the restaurant industry. We are constantly scrutinized for the slightest
whiff of favoritism. Therefore staff members working in those areas have a special duty to guard
against conflicts of interest or the appearance of conflict.
Reporters, reviewers, critics and their editors in the Book Review, the Times Magazine
and the cultural news, media news and styles departments, beyond abiding by the other
provisions of this document, may not help others develop, market or promote artistic, literary or
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They may not suggest agents, publishers, producers or galleries to aspiring authors,
playwrights, composers or artists. They may not suggest chefs to restaurant owners or designers
to clothing manufacturers. They may not recommend authors, playwrights, composers or other
artists to agents, publishers, producers or galleries.
They may not offer suggestions or ideas to people who figure or are likely to figure in
coverage they provide, edit, package or supervise. They may not invest in productions that figure
or are likely to figure in their coverage. (Food writers and editors may not invest in restaurants.)
They may not comment, even informally, on works in progress before those works are reviewed.
They may not serve on advisory boards, awards juries, study committees or other panels
organized by the people they cover or whose coverage they supervise. They may not accept
awards from such people. And they may not request extra copies of books, tapes or other
materials that are routinely submitted for review.
An arts writer or editor who owns art of exhibition quality (and thus has a financial stake
in the reputation of the artist) may inspire questions about the impartiality of his or her critical
judgments or editing decisions. Thus members of the culture staff who collect valuable objects in
the visual arts (paintings, photographs, sculpture, crafts and the like) must annually submit a list
of their acquisitions and sales to the associate managing editor for news administration.
The Times recognizes that members of its talented staff write books, operas and plays;
create sculpture, and give recitals. It further recognizes that such projects require commercial
arrangements to come to fruition. A writer requires a publisher, a playwright a production
company.
Nevertheless those commercial ties can be a breeding ground for favoritism, actual or
perceived. Staff members who enter into such arrangements must disclose them to their
supervisors, who may require them to withdraw from coverage of the parties involved. Staff
members who have a publisher or a movie contract, for example, must be exceedingly sensitive
to any appearance of bias in covering other publishers or studios. Those with any doubts about a
proposed arrangement should consult the standards editor or the deputy editorial page editor.
Certain positions, such as those of the Book Review editor and the culture editor, have
such potential for conflicts that those editors may not enter into any commercial arrangements
with publishers, studios, or other arts producers without the executive editor’s written approval.
Art, Pictures, Technology
Beyond honoring all the other provisions of this document, Times photographers, picture
editors, art directors, lab personnel and technology editors and reporters may not accept gifts of
equipment, programs or materials from manufacturers or vendors. They may not endorse
equipment, programs or materials, or offer advice on product design. This guideline is not meant
to restrict The Times from working with vendors to improve its systems or equipment.
With the approval of the picture editor, the design director, the technology editor or the
Circuits editor, staff members may test equipment or materials on loan from manufacturers or
vendors, provided such tests are properly monitored. The equipment or materials should be
returned promptly after testing unless purchased by The Times.
Automobiles
It is our policy that no one may test drive or review a vehicle for The Times unless the
paper is paying the vehicle’s owner the normal market rental or its equivalent. Rare exceptions
may occur when an equivalent rent is largely hypothetical, as with military vehicles, vintage
autos or race cars.
Reviewers should carry out their testing expeditiously and return the vehicle promptly. A
reasonable amount of personal use is permissible provided that the use contributes to the review.
Travel
No writer or editor for the Travel section, whether on assignment or not, may accept free
or discounted services of any sort from any element of the travel industry. This includes hotels,
resorts, restaurants, tour operators, airlines, railways, cruise lines, rental car companies and
tourist attractions. This prohibition applies to the free trips commonly awarded in raffles at travel
industry events. It does not apply, however, to routinely accumulated frequent-flyer points.
Travel editors who deal with non-staff contributors have a special obligation to guard
against conflicts of interest or the appearance of conflict. They must bear in mind that it is our
policy not to give Travel assignments to freelance writers who have previously accepted free
services. Depending on circumstances, the Travel editor may make rare exceptions, for example,
for a writer who ceased the practice years ago or who has reimbursed his or her host for services
previously accepted. It is also our policy not to give Travel assignments to anyone who
represents travel suppliers or who works for a government tourist office or as a publicist of any
sort. The Travel editor may make rare exceptions, for example, for a writer widely recognized as
an expert in a particular culture.
Writers on assignment for Travel must conceal their Times affiliation. The validity of
their work depends on their experiencing the same conditions as an ordinary tourist or consumer.
If the Times affiliation becomes known, the writer must discuss with an editor whether the
reporting to that point can be salvaged. On rare occasions, the affiliation may be disclosed, for
example, when a special permit is required to enter a closed area.
No Travel writer may write about any travel service or product offered by a family
member or close friend.
These rules also apply to writers and editors of travel content in other sections.
Instruction
In this unit, your assignment is to write an essay based on the two combined texts: Text
9-1 “Ethical Code of Journalism in The New York Times. Part 1.” and Text 9-2 “Ethical Code of
Journalism in The New York Times. Part 1”. Both are abridged after the Handbook of Values and
Practice for the News and Editorial Departments of The New York Times”.
Essay is a free form development of thought on an independently selected or given topic.
Important components are creative thinking and author’s personal reflections; it is not
compulsory to prove statements. The required length of your essay is recommended to be 4−5
pages. You may choose between two topics: 1) The Code of Journalism, and 2) The Code of
your Profession.
In the essay introduction, you should start by repeating the topic and your thesis. For
example, if your topic was something like: Some people believe that ethics is not important in
journalism. Others believe that it is indispensable. Discuss both views and give your opinion. As
soon as you have restated the question, then give your opinion on the subject. Now that you have
given your opinion, you need to back it up.
The best way to do this is to give examples. You can begin this paragraph with phrases
like: Personally, I believe that...; From my point of view...; I am convinced that...; In my
opinion...; In my view...
In your next paragraph, you should look at the question from the opposite viewpoint to yours.
This shows that you have balance in your writing and it is a sign of a good essay.
You can start this paragraph with phrases such as: It can also be argued that...; Someone who
held the opposing view would say that...; However, there is also another side to this discussion.
In contrast, some people hold the view that...
You need to summarize your whole argument as a conclusion.
Essentially, this means that you give your opinion again that you stated in the introduction.
Development of Your Thesis
A thesis is the essence of your essay—the claim you are making, the main idea and the
point you are trying to prove. All the other paragraphs in your essay will revolve around this one
central idea. Your thesis statement consists of the one or two sentences of your introduction that
explain what your position on the topic at hand is.
Strong Form
A good essay presents thoughts in a logical order. The format should be easy to follow.
The introduction should flow naturally to the body paragraphs, and the conclusion should tie
everything together. The best way to do this is to lay out the outline of your paper before you
begin. After you finish your essay, review the form to see if thoughts progress naturally.
Style
The style of your essay reveals your writing skills. You demonstrate your fluency by
writing precise sentences that vary in form. A mature essay writer uses various types of
sentences, idiomatic phrases, and demonstrates knowledge of the vocabulary.
Conventions
Conventions include spelling, punctuation, sentence structure, and grammar. Having lots
of mistakes suggests carelessness and diminishes the credibility of your arguments. If you make
too many errors, your writing will be difficult to understand. To avoid this, always use
proofreading software, such as Grammarly, to weed out the major errors. Follow up with a
close reading of your entire paper.
Support and References
In this essay you are asked to write an essay based on the two combined texts. In general,
you should select information from the Code above, from reliable sources - websites, online
articles, and books. Use quotes and paraphrases to support your ideas, but be sure to credit your
sources correctly.
UNIT 10. CONTENT AND LANGUAGE INTEGRATED LEARNING
Guidelines for reading texts on the use of CLIL in European education
CLIL stands for Content and Language Integrated Learning. It refers to teaching subjects
such as science, history and geography to students through a foreign language. This can be done
by the English teacher using cross-curricular content or by the subject teacher using English as
the language of instruction. Both methods result in the simultaneous learning of content and
English. Content and language integrated learning (CLIL) is a term created in 1994 by David
Marsh and Anne Maljers as a methodology similar to but distinct from language immersion and
content-based instruction.
It's an approach for learning content through an additional language (foreign or second),
thus teaching both the subject and the language. The idea of its proponents was to create an
"umbrella term" which encompasses different forms of using language as medium of instruction.
CLIL is fundamentally based on methodological principles established by research on "language
immersion".
This kind of approach has been identified as very important by the European Commission
because: "It can provide effective opportunities for pupils to use their new language skills now,
rather than learn them now for use later. It opens doors on languages for a broader range of
learners, nurturing self-confidence in young learners and those who have not responded well to
formal language instruction in general education. It provides exposure to the language without
requiring extra time in the curriculum, which can be of particular interest in vocational settings."
The European Commission has therefore decided to promote the training of teachers to "enhance
the language competences in general, in order to promote the teaching of non-linguistic subjects
in foreign languages".
PART 1. THE SKILLS OF INTENSIVE READING
Text 1-11. CONTENT AND LANGUAGE INTEGRATED LEARNING
(Based on Education in EU. European Commission. https://ec.europa.eu/education/
2014)
According to the recent research, one of the most effective methods of ESL instruction is
the content-based approach, where language instruction is integrated with the content areas.
Rather than developing an ESL program that is focused on the language needed for social
interactions or the structure of language, this method incorporates language into the context of
academic content. The core curriculum is the basis for teaching language. Instructors focus on
the key principles and concepts and use visuals, hands-on activities, simpler language, adapted
readings, graphic organizers, and so forth to help make the most important academic content
comprehensible. Thus, language skills develop as students work on their special subjects: math,
social studies, science or language arts at their appropriate levels.
Content and Language Integrated Learning (CLIL) involves teaching a curricular
subject through the medium of a language other than that normally used. The subject can be
entirely unrelated to language learning, such as history lessons being taught in English in a
school in Spain. CLIL is taking place and has been found to be effective in all sectors of
education from primary through adult and higher education. Its success has been growing over
the past 10 years and continues to do so.
Teachers working with CLIL are specialists in their own discipline rather than traditional
language teachers. They are usually fluent speakers of the target language, bilingual or native
speakers. In many institutions language teachers work in partnership with other departments to
offer CLIL in various subjects. The key issue is that the learner is gaining new knowledge about
the 'non-language' subject while encountering, using and learning the foreign language. The
methodologies and approaches used are often linked to the subject area with the content leading
the activities.
If you teach EMI (English as a Medium of Instruction), LAC (Language Across the
Curriculum), CBI (Content-based Instruction) or CBLT (Content-based Language Teaching; if
you work in Bilingual Education; if you’re a subject teacher working through the medium of a
foreign language, or a language teacher bringing in content into your English lesson, you work
within the area of Content and Language Integrated Learning.
“CLIL refers to situations where subjects, or parts of subjects, are taught through a
foreign language with dual-focused aims, namely the learning of content, and the simultaneous
learning of a foreign language”. “It [CLIL] provides exposure to the language without requiring
extra time in the curriculum“. (Marsh, D. 2002. Content and Language Integrated Learning: The
European Dimension – Actions, Trends and Foresight Potential).
This would seem a good reason as any to promote an approach with a twin set of
objectives. One of these objectives is clearly educational (to learn subject content and a foreign
language) and the other is administrative. Since educational and administrative needs often fight
for space, this seems a good way to promote peace between them. We were told in the European
Council Resolution in 1995 that, “...all EU citizens, by the time they leave compulsory
schooling, should be able to speak two languages other than the mother tongue”.
Curricula attempting to achieve this aim have been getting more and more desperate in
their attempts to find timetabling space. What is the possible answer to this problem? Why,
CLIL, of course. Instead of studying Geography in the majority language, do it in a foreign
language. As long as it works, the pupils learn the same subject concepts and skills, but increase
contact time with the foreign language – crucial consideration in the improvement of attainment
levels.
“…an approach to bilingual education in which both curriculum content (such as science
or geography) and English are taught together. It differs from simple English-medium education
in that the learner is not necessarily expected to have the English proficiency required to cope
with the subject before beginning to study“. (Graddol D. English Next, British Council
Publications, 2006)
Graddol suggests that a powerful element of CLIL is its role in the improvement of
language skills, and that pupils do not necessarily need a particularly high level of foreign
language attainment to do their ‘CLIL-ing’. Now this sounds quite radical. Why? Because the
teachers would have to adjust their methodology to ensure that the students were understanding
the content.
Teachers would not be able to simply ‘transmit’ the content, assuming that their audience
understood. They would have to think of other means (group work, tasks, etc) which would
result in an increase of the skill-based focus of the learning.
The educational materials (textbooks) would also have to reflect this approach.
The pupils would be learning language that was more clearly focused on, and related to, the
subject matter that they needed to learn.
CLIL is not confined to higher-achieving students. It is not an approach for the elite. It
fits in perfectly with a mixed-ability philosophy. Ensuring that students understand the content,
reducing teacher-talk, increasing the focus on skills, influencing publishers to do likewise and
getting students to learn language items that are always contextualised, always functionally
necessary in the classroom – sound good at any level of curricular discourse. What is CLIL?
Well already it looks as if it is something like ‘good practice’, and if we take Graddol at his
word, it can be applied across the ability range.
Finally, another quote that extends the scope of CLIL still further: “CLIL is about using
languages to learn… It is about installing a ‘hunger to learn’ in the student. It gives opportunity
for him/her to think about and develop how s/he communicates in general, even in the first
language”. (Marsh, Marsland & Stenberg, 2001)
We can see from the first part of the underlined sections that CLIL views language as a
‘vehicle’, not simply as an entity in itself. This is a central component of the CLIL package.
David Graddol said something similar too in his book English Next, when he talked about the
world now viewing English not so much as a language but as a core skill. This is a crucial
observation, and it lies at the heart of the educational and social change that has taken place since
the development of the Internet and the parallel growth of globalization. As English becomes an
essential add-on to any curricular program around the world, it is moving into a position where it
becomes a subject that pupils learn in order to do something else.
CLIL, with its ‘dual-focused’ aims, encapsulates perfectly this post-modern, utilitarian
view of the English language. Liberal educationalists may not agree with it, but for the time
being it is here to stay. In its defence, CLIL also seems to contribute to the buzz-concept of our
times – namely ‘motivation’. Teachers’ forums talk about it endlessly, as do the blurbs on the
back of scholastic textbooks and the opening lines of ministerial declarations. Does CLIL install
a ‘hunger to learn’ as Marsh et al. claim? If this is true, then we need to know exactly why. We
can examine this in subsequent articles, but for now, why should CLIL motivate more than other
conventional approaches?
Could it be because:
It provides reasons for learning and improving the foreign language level, because the
understanding of the subject content compulsory.
It focuses on and assesses the subject content, so the learner is not being assessed on
his/her mastery of the Past Simple (for example) but rather his/her ability to use it in the
appropriate places.
It gives students a feeling of real achievement. They are coping with, and talking and
writing about, complex material in the foreign language.
They are not being asked to discuss ‘vox-pop’ content as in standard language learning
textbooks (Pop Stars, Global Warming, My Favorite Auntie) – where the content is used as a
slave to illustrate a certain language structure – but because the content is important in itself. In
CLIL there is a chance that they are being asked their opinions because the expression of
opinions (for example) is a key competence in the syllabus content. This method includes
learning situations that provide for the following critical factors:
 Comprehensible input
 Low anxiety for the students
 Many opportunities for interaction and language use
 Meaningful communication and natural language
 Language-learning situations that are fun and motivational
 Development of higher-order thinking skills
UNDERSTANDING THE SUMMARY ORGANIZATION AND EXPLICATION OF
KEY FACTS AND IDEAS
Instruction: When writing a summary of the article “Content and language integrated learning”
keep in mind that there are four main requirements to be met:
1. The summary should cover the original as a whole.
2. The material should be presented in a neutral fashion.
3. The summary should be a condensed version of the material, presented in your own words.
4. Do not include anything that does not appear in the original (do not include your own
comments or evaluation.) and be sure to identify your source.
Steps for writing your summary:
1. Organize your notes into an outline which includes main ideas and supporting points
but no examples or details (dates, numbers, statistics).
2. Write an introductory paragraph that begins with a frame, including an in-text citation
of the source and the author as well as a reporting verb to introduce the main idea.
 ARTICLE: The title…
In his/her article (or paper) "____________________,” ______(year)
(title, first letter capitalized) (author's last name) __________________
argues/claims/reports/contends/maintains/states that
____________________________.
(main idea/argument; S /subect/ + V /verb/ + C /complement/)
Example: In her article " Euro-English accents", Researcher Britta Larson Bergstedt
(2015) investigates the response of non-native English speakers, specifically, Swedish female
students, towards European (female) foreign accents in spoken English.

BOOK:
In his book “Key aspects of the use of English in Europe” Claude Truchot (2011)
illustrates the evolution of language situation and English lingua franca in the countries of the
European Union.

INTERVIEW:
In his interview with the magazine World Englishes (May, 2012) Professor Robert
Phillipson (first name, last name) argues that the English language plays the role of the killer of
national languages.
Reporting Verbs:
Strong argument Neutral
Argue
state
Claim
report
Contend
explain
maintain
discuss
Insist
illustrate
Counter argument
refute the claim
argue against
Suggestion Criticism
suggest
criticize
recommend
Other examples of frames:

According to ___________________ (year),
________________________________________.
(author's last name) (main idea; S + V + C)

___________'s article on ______________ (year) discusses the
____________________.
(author's last name) (topic) (main idea; Noun Phrase)

__________________, in his/her article, "________________" argues that
_______________________.
(author's last name, year) (title of article) (main idea; S + V + C)
3.
The main idea or argument needs to be included in this first sentence. Then
mention the major aspects/factors/reasons that are discussed in the article/lecture. Give a full
reference for this citation at the end of the summary.
For a one-paragraph summary, discuss each supporting point in a separate sentence.
Give 1-2 explanations for each supporting point, summarizing the information from the original.
For a multi-paragraph summary, discuss each supporting point in a separate paragraph.
Introduce it in the first sentence (topic sentence).
Example: According to the recent research, one of the most effective methods of ESL
instruction is the content-based approach, where language instruction is integrated with the
content areas.
Support your topic sentence with the necessary reasons or arguments raised by the
author/lecturer but omit all references to details, such as dates or statistics.
4.
Use discourse markers that reflect the organization and controlling idea of the
original, for example cause-effect, comparison-contrast, classification, process, chronological
order, persuasive argument, etc.
5.
In a longer summary, remind your reader that you are paraphrasing by using
"reminder phrases," such as
 The author goes on to say that ...
 The article (author) further states that ...
 (Author's last name) also states/maintains/argues that ...
 (Author's last name) also believes that ...
 (Author's last name) concludes that
6.
Restate the article’s/paper’s conclusion in one sentence.
7.
Give a full reference for the citation (see the example below for the in-text
citations in #2). For citing electronic sources, please see Citation of Electronic Resources.
PART 2. THE SKILLS OF EXTENSIVE READING
A NATURAL WAY TO LEARN A LANGUAGE WHEN A SUBJECT IS
TAUGHT IN THAT LANGUAGE
Guidelines for reading DOEL texts on the use of English in European education.
Many teachers see CLIL as a more natural way to learn a language; when a subject is
taught in that language there is a concrete reason to learn both at the same time. And as students
have a real context to learn the language in, they are often more motivated to do so, as they can
only get most of the content if they understand the language around it. Moreover, being content
focused, CLIL classes add an extra dimension to the class and engage students, which is
especially advantageous in situations where students are unenthusiastic about learning a
language. In Europe over half of the countries with a minority/regional language community
resort to partial immersion as the preferred way of teaching both the minority and the state
language. During the 1990s this system was made available to all pupils in the general education
system. In the same period, several European Union countries launched initiatives involving
CLIL.
Teachers working with CLIL are specialists in their own discipline rather than traditional
language teachers. They are usually fluent speakers of the target language, bilingual or native
speakers. In many institutions, language teachers work in partnership with other departments to
offer CLIL in various subjects. The key issue is that the learner is gaining new knowledge about
the 'non-language' subject while encountering, using and learning the foreign language. The
methodologies and approaches used are often linked to the subject area with the content leading
the activities.
Text 10-2. CLIL TEACHERS’ TARGET LANGUAGE COMPETENCE
(Based on http://clilingmesoftly.wordpress.com/clil-teachers-tl-competence/)
Why thinking CEFR may distract from the real language issues in CLIL.
According to a recent OECD (Organization for Economic Co-operation and
Development) study (2009) teacher quality is one of the most important schooling factors
influencing student achievement. The difference between having an effective versus an
ineffective teacher is estimated to be equivalent to a full year’s difference in learning growth for
students. Moreover, the impact of differences in teacher quality outweighs the impact of other
educational investments, such as reductions in class size. This raises an important question in
CLIL training and research: In which respects can the CLIL teacher’s foreign language
competence be seen as a quality indicator of his or her teaching?
The starting point for reflections on the issue of language competence for CLIL teachers
was the request for a review of a Spanish research project which investigated into the language
competence of CLIL teachers in the Madrid region. The outcome appeared straightforward and
clear. Train non-language teachers to pass a CEFR (The Common European Framework of
Reference for Languages) level – mostly B2 or C1 – and half the CLIL battle would be won
easily. However, given the linguistic complexity of any CLIL incident, this can lead to
frustration and quality loss.
According to available resources (Eurydice) the following tentative (not comprehensive)
picture for official language requirements for CLIL in Europe emerges:

Several countries such as Germany, Austria and Norway state that teachers
have generally studied two subjects during their education. If they study a foreign language and a
non-language subject, they are thus competent in the two types of subject targeted by CLIL.
According to the Eurydice country report on Austria, school heads themselves decide whether
teachers may teach their subject(s) in a language other than the normal language of instruction
(German). In so doing, they may consider the following:

is the teacher also a teacher of the CLIL target language?

has (s)he spent a certain period of time in a country in which the CLIL target
language is spoken, for example, studying or working there?

has (s)he had any specific linguistic and/or methodological in-service training in
the field of CLIL?

is the teacher a native speaker of the CLIL target language?

has (s)he taken a proficiency examination in the CLIL target language?

is (s)he married to a native speaker of the CLIL target language?
However, only Hungary requires certified evidence of these two specific areas of
specialisation. If teachers have no initial language qualification, they have to possess a B2-C1
level certificate. (Information from Eurydice, a network of 43 national units based in all 38
countries of the Erasmus+)

Poland has introduced teacher training standards where graduates have to master
a foreign language and reach a level of B2 or B2+. If they choose the combination ‘non-language
subject plus foreign language’, they have to reach level C2 of the Common European
Framework of Reference for Languages, in the case of the language subject. (Eurydice)

Italian CLIL teachers’ competence is B1/B2, according to Ludbrook, and in
providing implications for CLIL content teacher training, she somehow vaguely states that CLIL
teachers should have a level of general language proficiency that allows independent teaching.
(Eurydice)

France: CLIL is typically carried out within the SELO system (Sections
Europeennes et da langue orientale) with teachers being subject teachers rather than language
teachers. In the first years of experimentation, the CLIL teacher was a subject teacher whose
foreign language competence was certified by the regional inspector for the language concerned.
Generally, this competence corresponded to a B2 level in the European Framework, although
some activities were considered as needing a C1 level. In 2004, the Ministry set up a national
certificate for teaching in a SELO, the certification complémentaire. Every year, the regional
authorities, the Rectorat, organize a regional session open to all qualified teachers, and to initial
trainees qualifying at the end of the year. Candidates must submit a paper giving their
qualifications and motivations, and then take an oral exam before a jury composed of subject and
language specialists. This certification is valid all over the country. (Eurydice)

The Netherlands: The Dutch education authorities recommend at least a B2
level. Schools introducing CLIL usually do so with their regular Dutch staff. Interested teachers
are selected and trained during a two year period of in-service training courses. Most schools
offer teachers’ courses ranging from classroom English to advanced English language
programmes. Training is usually supported in-school by the English teachers. In addition, there
are several institutions in the Netherlands that offer training for content and language integrated
teaching, focusing mainly on the development of teachers’ language proficiency. (Eurydice)

Belgium: The requirements for CLIL teachers comprise a basic qualification
obtained in the target language and/or certificate of upper secondary education obtained in the
target language.

Spain: Sacramento Jaimez and Ana M. Lopez Morillas (2011), as proponents of
the Andalusian plurilingual program in primary and secondary education, report that B-2 has
been set as the minimum level a content teacher must have in order to apply for a definite
bilingual post.
Following the Eurydice survey 2006 four main language criteria for the prospective CLIL
teachers evolve. They should either:
1) be native speakers of the target language,
2) have completed a course or studied in the target language,
3) be undergoing in-service training on CLIL type provision, and
4) have taken a language test or examination.
Strategies associated with the last two categories are developed specifically for recruiting
teachers. Those associated with the first two are ways of ensuring less directly that appropriate
teachers will be selected for CLIL. In most countries, all such strategies are adopted on a
voluntary basis.
Needless to say that most of these language requirements for CLIL or any preparatory
courses for CLIL go hand-in-hand with carefully elaborated and detailed statements on the
methodology of CLIL, often suggesting various CLIL models and principles. Interestingly, some
proponents would even go so far as to compensate foreign language deficits with more advanced
methodological skills. Jaimez and Lopez Morillas (2011) consider methodological updating
essential in the Andalusian bilingual education model “in order to compensate for the lack of
confidence and competence in the use of the foreign language”. Metaphorically speaking, this
could be compared to the idea of who is the best football coach? Someone with a personal
international career or someone who spent the same time reading a lot about the “beautiful
game” and all the psychological and sociological aspects connected to it?
Furthermore, CLIL pedagogies have been highly influenced by language acquisition
theories which favour language teaching perspectives may also play an important role in the
animated discussion on CLIL teachers’ language competence.
Summing the data up the following picture emerges. The diversity of opinions, the lack
of authentic teacher data, and the linguistic complexity of any CLIL event seem to make an
approach whose language requirements are (almost) exclusively based on CEFR scales strongly
questionable.
Why the L4C Model may be more helpful.
A more elaborated model covers the linguistic multiplicity of CLIL and through this may
allow better planning, preparation, and teaching of any CLIL incident.
The L4C model (languages four/for CLIL):
This model consists of four “languages” that merge to create an appropriate linguistic
CLIL event.
1. General language: This comprises advanced general everyday language competence
as covered by the CEFR scales, also comparable to Cummins BICS (BICS are Basic
Interpersonal Communication Skills).
2. Academic language: This is language mostly reserved for schooling or academic
purposes. Basically, this is language that will be used across various subjects or domains that
are “school-focussed”. For example, words such as “analyse, evaluate, grid, pie chart, column,
etc”. As for English it essentially embraces the academic word list as provided by Averil
Coxhead – http://www.victoria.ac.nz/lals/resources/academicwordlist/.
3. Subject/Domain Specific Language: This is language that almost exclusively
appears in relatively restricted areas/domains, such as “hibernation” in biology or
“precipitation” in geography. Some researchers also use the word “technical terms”.
Various measures could be taken to ensure a satisfactory training in this language area.
a) Experienced subject teachers together with their language colleagues put up a bank or
an inventory of domain specific key-vocabulary.
b) Shadowing of mother tongue teachers in the respective subject. For example, an
Austrian history/CLIL teacher attends lessons in an English teacher’s history class doing
intensive linguistic and action research.
c) Dialogic learning, which is teaching that centers around conversations with other
teachers focusing on teaching and learning issues during which teachers examine their own
beliefs and practices and engage in collaborative planning, problem solving and decision
making.
d) Using and linguistically analyzing information technology data to gather relevant
subject specific language data.
4. Classroom language, or language to learn. This is language that is used for
Cognitive development most popularly linked with Bloom’s taxonomy of thinking skills,
strategy training (literacy skills, presentation skills etc.), CLIL supporting learning styles such as
collaborative learning, discovery learning, team-teaching, etc.
So at the end of the day this raises the need for some serious subject specific linguistic
soul-searching, or in other words, collecting and evaluating data from CLIL teachers in action.
REVISION OF SUMMARY WRITING
Instruction: Writing a good summary demonstrates that you clearly understand a text
and that you can communicate this understanding to your readers. Sometimes you are asked to
write a summary of a paper/article which abounds in factual information. Such a summary can
be tricky to write at first because it’s tempting to include too much or too little information. But
by following our easy 8-step method, you will be able to summarize texts quickly and
successfully for any class or subject.
1) Divide…and conquer. First off, skim the text you are going to summarize and divide
it into sections. Focus on any headings and subheadings. Also look at any bold-faced terms and
make sure you understand them before you read.
2) Read. Now that you’ve prepared, go ahead and read the selection. Read straight
through. At this point, you don’t need to stop to look up anything that gives you trouble—just get
a feel for the author’s tone, style, and main idea.
3) Reread. Rereading should be active reading. Underline topic sentences and key facts.
Label areas that you want to refer to as you write your summary. Also label areas that should be
avoided because the details – though they may be interesting – are too specific. Identify areas
that you do not understand and try to clarify those points.
4) One sentence at a time. You should now have a firm grasp on the text you will be
summarizing. In steps 1-3, you have divided the piece into sections and located the author’s main
ideas and points. Now write down the main idea of each section in one well-developed sentence.
Make sure that what you include in your sentences are key points, not minor details.
5) Write a thesis statement. This is the key to any well-written summary. Review the
sentences you wrote in step 4. From them, you should be able to create a thesis statement that
clearly communicates what the entire text was trying to achieve. If you find that you are not able
to do this step, then you should go back and make sure your sentences actually addressed key
points.
6) Ready to write. At this point, your first draft is virtually done. You can use the thesis
statement as the introductory sentence of your summary, and your other sentences can make up
the body. Make sure that they are in order. Add some transition words (then, however, also,
moreover) that help with the overall structure and flow of the summary. And once you are
actually putting pen to paper (or fingers to keys!), remember these tips:

Write in the present tense.

Make sure to include the author and title of the work.

Be concise: a summary should not be equal in length to the original text.

If you must use the words of the author, cite them.

Don't put your own opinions, ideas, or interpretations into the summary. The
purpose of writing a summary is to accurately represent what the author wanted to say, not to
provide a critique.
7) Check for accuracy. Reread your summary and make certain that you have accurately
represented the author’s ideas and key points. Make sure that you have correctly cited anything
directly quoted from the text. Also check to make sure that your text does not contain your own
commentary on the piece.
8) Revise. Once you are certain that your summary is accurate, you should (as with any
piece of writing) revise it for style, grammar, and punctuation. If you have time, give your
summary to someone else to read. This person should be able to understand the main text based
on your summary alone. If he or she does not, you may have focused too much on one area of
the piece and not enough on the author’s main idea
UNIT 11. THE USE OF ENGLISH IN INTERNATIONAL BUSINESS
Guidelines for reading DOE texts on the use of English in European business
With the continuing globalization of markets and internationalization of trade,
professionals in a wide range of organizations, from large multinational corporations to small to
medium size enterprises, are increasingly coming together to do business in the international
workplace, frequently adopting a common language of communication. More often than not, this
lingua franca is English. While English for International Business (EIB) has an essential function
as a lingua franca in multilingual settings, it can also present challenges both linguistically and
culturally, particularly as more and more interactions are between speakers whose first language
is not English.
P. Rogerson-Revell’s paper reports on preliminary research which forms part of a larger
scale study investigating the use of English as a lingua franca in international business meetings.
The paper summarizes the findings of a questionnaire exploring the use of EIB by a particular
European business organization.
P. Rogerson-Revell’s limited findings can help shed light on some of the language issues
that may be present in such international contexts and the possible communications difficulties
and frustrations that can result. A positive result is that, as well as uncovering some of these
challenges, the analysis also shows an awareness by many participants of some of the strategies
that can be used to overcome them.
PART 1. THE SKILLS OF INTENSIVE READING
Text 11-1. USING ENGLISH FOR INTERNATIONAL BUSINESS: A EUROPEAN
CASE STUDY
(After P. Rogerson-Revell’s article in English for Specific Purposes, #26, 2007)
Introduction
This extract from an article in the ‘New York Times’ newspaper, reinforces what is now
beyond dispute, regardless of any ideological objections, that the use of English for international
business is firmly established in Europe:
... As European banks and corporations burst national boundaries and go global, many
are making English the official corporate language.
Two years ago, when France, Germany and Spain merged their aerospace industries into
one company, they not only gave it an English name – the European Aeronautic Defense and
Space Company, or EADS – they also made English its language. In Germany, the national
postal service, Deutsche Post World Net, increasingly uses English as its working language.
Smaller companies are doing likewise. In Finland, the elevator maker Kone adopted English in
the 1970s; in Italy, Merloni Elettrodomestici, a midsize home appliance maker, did so in the
mid-1990s. Management meetings at big banks like Deutsche Bank in Germany and Credit
Suisse in Switzerland are routinely in English. ‘‘I can’t give percentages, but now many
executives are not Italian – French, English, Danish, Russian and so on’’, said Andrea Prandi,
Merloni’s spokesman. ‘‘We consider ourselves a European group. For Europe, the official
language is English’’.
While there are a number of reasons for the current spread of English both internationally
and within Europe, many of these are founded on what Brutt-Griffler terms ‘econocultural’
grounds, i.e., they are the product of the development of a world market and global
developments in the fields of science, technology, culture and media (Brutt-Griffler, 2002).
Many languages have been used around the world as contact languages for international
trade and communication. Within Europe itself, there have been several lingua francas since
Roman times, including Greek, Latin, French, German and English. The latter three are currently
widely used in parts of Europe, and make up what Graddol refers to as the ‘Big Languages’ in
Europe (Graddol, 2000). Nevertheless they are not the only languages used for international
communication in Europe with, for example, Russian being used in the newer eastern European
nations and the pidgin, or hybrid blend of several Scandinavian languages, ‘Scandinaviska’, used
in several northern European countries (Louhiala-Salminen, Charles, & Kankaanranta, 2005).
Historically, the development of any language as a lingua franca or pidgin to facilitate
communication between speakers of different languages has often been initiated by international
commerce or trade. In fact the word ‘pidgin’ is said to be derived from the Chinese
pronunciation of the English word business and Pidgin English was the name given to a
Chinese–English–Portuguese pidgin used for commerce in Canton during the 18th and 19th
centuries.
Indeed, in its strictest sense, the term ‘lingua franca’ seems to be equated with a pidgin
being a language with no native speakers. The term English as a Lingua Franca (ELF) is
generally used in this way to refer exclusively to the use of English between speakers whose
mother tongue is not English (Firth, 1996; Seidlhofer, 2001). The term BELF (Business ELF) is
also used by some (Louhiala-Salminen et al., 2005) to refer to the use of English for business
purposes between speakers whose mother tongue is not English.
However, both of these terms exclude a substantial body of communicative events where
English is used as a common language both between ELF speakers and between ELF and
English as a mother tongue (EMT) speakers. Broader terms such as ‘English as an International
Language’ (EIL), along with ‘Global English’ and ‘International English’, seem open to this
more flexible and liberal interpretation. Consequently, in this study, the term English for
International Business (EIB) is used to refer to the use of English as a common language in
business contexts where both EMT and ELF speakers could be present.
This study focuses on one such context, where English is used for international meetings
in a particular European professional organization, presenting and discussing some of the
communication difficulties reported by the meeting participants. This preliminary study will
form part of a broader discourse analytic study investigating the linguistic and sociocultural
issues involved in using EIB. The initial study will not only inform this second stage of research
but also hopefully make a small contribution to the growing body of knowledge on the use of
English in Europe and particularly in European business.
The use of English in Europe
The complexity of the use of English, as mother tongue, second language and
international language in Europe has been recognized and suggestions for modifying Kachru’s
concentric circles framework of world English use to accommodate this complexity have been
suggested to take into account the various, dynamic roles of English in different European
countries. For instance, Berns (1995) claims that in Germany, Luxembourg and the Netherlands,
although English is not an official language, it serves various social, commercial, educational
and cultural functions which justify categorizing these countries as belonging to both Kachru’s
‘expanding’ and ‘outer’ circles. It could similarly be argued that Sweden and Denmark could
increasingly be seen as straddling these two circles. Furthermore, the recent accession of ten
more countries to the EU in 2004 has increased the number of countries in the ‘expanding
circle’. The mobility of Europe’s boundaries and people within them, together with growing
opportunities for cross-border trade, adds to the complexity of language use across Europe and
doubtless encourages the development of an international language or languages.
EIB in Europe
Within Europe, there is growing evidence that English has become the biggest business
lingua franca. A study conducted by the Danish Council of Trade and Industry estimated that
Danish companies conducted 80% of their international business in English (cited in Firth,
1996). Similarly, Crystal (1997) claims that according to a recent yearbook of international
organizations 99% of European organizations use English as a working language (cited in
Graddol, 2000). However, while English may well be the most widely used business language in
Europe, a survey of language use in European businesses (Hagen, 1998) found, for instance, that
German is increasingly being used in central and Eastern Europe, especially with the accession
of new Eastern European states into the EU. Hagen also claims that in order to do cross-border
business successfully, companies need to be able to communicate in all three of Europe’s ‘Big
Languages’, namely English, German and French (Hagen, 1998). Although, as Graddol (2000)
points out, this is a target which many British companies find hard to meet, as illustrated in a
further survey of European executives’ language skills which found that while in the EU as a
whole, 70% of businesses have executives with foreign language abilities (rising to over 90% in
Sweden, Greece, Spain and the Netherlands), only 39% of UK businesses had executives
proficient in more than one language. These figures also reflect the findings of similar surveys.
For instance, Labrie and Quell’s study of foreign language knowledge across the EU showed that
although British people’s knowledge of French and German is increasing, particularly in the
younger generation (i.e., 15–24-year old), they still lag behind many European nations in that
only 47% can speak any foreign language (Labrie & Quell, 1997).
The multifunctional role of English in Europe is not only restricted to its use within
specific countries but can also be illustrated within international organizations where it may be
used as a mother tongue (EMT) by native English speaking employees but also as a lingua franca
(ELF) between non-native English speakers and as an international language between ELF and
EMT speakers. In the current study, all three types of users are represented.
A European ‘language problem’
The spread of English is commonly seen as a ‘language problem’ threatening to engulf
and replace indigenous European languages, as reflected in European policy statements such as:
If democratic citizenship in Europe is to be internationally based, it is crucial to ensure
diversification in language teaching so that citizens in Europe can interact in their own
languages, rather than through English as a lingua franca.
At the same time, Seidlhofer and other researchers are questioning the belief that English
is creating a ‘language problem’ in Europe and the assumption that Europeans have to choose
between their own native language and English. As Spichtinger argues, ‘one can speak German
as one’s national language and English as one’s European language’ (2001).
‘Linguistic imperialism’ vs. ‘functional realism’
Spichtinger (2001) suggests that we can learn from the countries of Kachru’s Outer
Circle, i.e. former British colonies, to appropriate English for our own European purposes. He
argues that the plurilingualism of the EU countries bears some similarities with former colonial
countries such as India and Nigeria, where English was retained not because of postcolonial
imperialism, as argued by Phillipson (1992) and others, but because it would fulfil a useful
function. Seidlhofer elaborates on this pragmatic motivation for using English as an international
language, seeing it both as utilitarian, i.e. important for international business, and idealistic, i.e.
facilitating cross-border communication and mutual understanding (Seidlhofer, 2003). This view
of the appropriation of English for international communication and trade, rather than as a
symbol of national supremacy, is supported increasingly not only by European and North
American scholars, such as Jenkins (2000), McKay (2002), Seidlhofer (2001) and Brutt-Griffler
(2002) but also by researchers in Outer Circle countries, such as Chew in Singapore (1999) and
Bisong (1995) in Nigeria. Seidlhofer argues that this shift represents a new era in studies of the
global functions of English where the concept of ‘functional realism’ increasingly seems to be
replacing the earlier era of ‘linguistic imperialism’ as posited by Phillipson (1992), Pennycook
(1998) and Canagarajah (1999).
As Seidlhofer comments: ELF speakers are. . . not primarily concerned with emulating
the way native speakers use their mother tongue within their own communities, nor with socio-
psychological and ideological issues. Instead, the central concerns for this domain are
efficiency, relevance and economy in language learning and language use.
The reasons why the linguistic imperialism school has had little impact on mainstream
ELT are rather obvious: people need and want to learn English whatever the ideological baggage
that comes with it, a fact acknowledged even in Canagarajah’s (1999) ‘Resisting Linguistic
Imperialism in English Teaching’ (Siedlhofer, 2000).
This pragmatic view is frequently reflected in business and management. For instance,
commenting on the choice of English, as corporate language in the multinational engineering and
telecoms firm Siemens AG of Germany, Bernhard Welschke, head of European policy at the
Federation of German, stated that ‘‘German companies are very pragmatic. . . They value a
single language for business, even if it is not their own’’.
Similarly, supporting the view that the use of English by businesses is generally
pragmatic rather than ideological, Professor Rangan of Insead suggests that the corporate use of
English represents ‘‘only shallow integration’’ while providing an essential communication tool,
‘‘much the way we use mathematics and numbers’’.
The significance of English in European and indeed in international business has long
been recognized in the business world and is evidenced in the quantity and expenditure on
business English language and culture training. The importance of effective international
communication is highlighted in much of the international management literature. As Victor
(1992) suggests: It is probably better to have mediocre technical skills and excellent
international business communication skills than to have excellent technical skills and poor
international business communication skills (Victor, 1992).
Underpinning this concern is a realization that communication and information flow are
central features of organizations and businesses and that there is a fundamental relationship
between effective communication and business outcomes: Good communication creates good
relationships, high morale, increased productivity and profit. Bad communication, on the other
hand, can lead to inefficiency, waste and loss of profit (Mead, 1990).
There has also been some recognition that EIB represents an emerging form or variety of
English which is distinct from standard British or American varieties. For instance, Jussi
Itavuori, the Finnish group vice president for human resources at EADS, describes it as: ‘‘...
neither English nor American ... It is some sort of operating language. It loses quite a lot of
nuance’’.
Within the field of business language training there have also been attempts, albeit
limited, to describe and teach some form of ‘international English’ for business learners. One
example of this is ‘Offshore English’, a term coined by the Canning training company to
describe the type of English which they suggest native English speakers need to use to be more
readily understandable by non-native English users. Similarly, Hollqvist (1984) reports how the
Swedish telecoms giant, Ericsson, tried to create its own version of international English,
referred to as ‘Ericsson English’, which aimed to provide a restricted range of vocabulary and
language structures without loss of accuracy. There are of course other examples of restricted
varieties of English which have been created for very specific international purposes, such as
‘Airspeak’ (for Air Traffic Control) and ‘Policespeak’ (for binational police and emergency
service cooperation at the Channel Tunnel) but these were created to serve very limited
communicative purposes unlike the breadth and flexibility of functions required of a business
lingua franca or international language.
Within linguistics, there has also been increasing interest in the role of language and
culture in international business communication and specifically in European business. However,
despite the range of uses of English across Europe and its undisputable spread in particular for
international business purposes, there seems, as Seidlhofer (2004) states, little corpus-based
analysis of how English is actually used for international business communication in Europe.
Nor is there much information on how business Europeans feel about its use. It is with these
issues in mind that the current research study is framed, aiming to shed further light on the use of
English as a common language of international business in Europe. (To be continued in Unit 219)
READING STRATEGIES FOR EXPLICATION OF KEY FACTS AND IDEAS
GIVEN IN THE TEXT, SELECTING KEY WORDS, SUMMARY WRITING,
ABSTRACT WRITING
Instruction: You have already invested much time and effort into mastering skills for
intensive reading and DOE text analysis. While skimming, surveying and scanning the texts,
you are expected to deploy skills acquired in Units 1-10. You will have to start with
understanding the text organization, identifying the topic, the purpose, the tone and attitude of the
author, the main idea of the text, making inferences, discovering context clues and circumstantial
evidence for specific information given in the text. All these facts and details will help you write a
good summary following effective summary rules.
Preparing to write a good summary make sure you understand the material you are
working with perfectly well. Go through indispensable preliminary steps:

Skim the text, noting in your mind the subheadings dividing the text into sections.
Try to determine what problems P. Rogerson-Revell’s paper is dealing with. This can help you
identify important information.

Read the text, highlighting important information and taking notes.

In your own words, write down the main points of each section.

Write down the key support points for the main topic, but do not include minor
detail.
Go through the process again, making changes as appropriate.
One more stage in the DOE text analysis will be learning how to write a valid abstract of
the text.
Abstract writing
An abstract is a condensed version of a longer piece of writing that highlights the major
points covered, concisely describes the content and scope of the writing, and reviews the
writing's contents in abbreviated form.
Abstracts are short statements that briefly summarize an article or scholarly document.
Abstracts are like the blurbs on the back covers of novels. They entice someone to read further.
With an abstract, you have to prove why reading your work is worthwhile.
Two types of abstracts are generally used:
Descriptive Abstracts:
- tell readers what information the report, article, or paper contains;
- include the purpose, methods, and scope of the report, article, or paper;
- do not provide results, conclusions, or recommendations;
- are always very short, usually under 100 words;
- introduce the subject to readers, who must then read the report, article, or paper to find
out the author's results, conclusions, or recommendations.
Informative Abstracts:
- communicate specific information from the report, article, or paper;
- include the purpose, methods, and scope of the report, article, or paper;
- provide the report, article, or paper's results, conclusions, and recommendations;
- are short – from a paragraph to a page or two, depending upon the length of the original
work being abstracted. Usually informative abstracts are 10% or less of the length of the original
piece.
- allow readers to decide whether they want to read the report, article, or paper.
All abstracts include:
- a full citation of the source, preceding the abstract;
- the most important information first;
- the same type and style of language found in the original, including technical language;
- key words and phrases that quickly identify the content and focus of the work;
- clear, concise, and powerful language.
Tips and Warnings
 Embed keywords into the first 20 words of your abstract.
 Emphasize the information, not the author, unless the author has noteworthy
credentials.
 Never introduce new information in the abstract. Reveal what's in the article.
 Read it aloud to yourself.
 Make sure it sounds natural and coherent.
 Keep it short – stick to one or two solid paragraphs.
Answer the following questions:
 Do you agree with the definition given above? Or would you like to add or take
out anything?
 What are the generally used types of abstracts?
 How can you characterize the type of abstract you are going to write for P.
Rogerson-Revell’s paper?
 Why are abstracts so important?
 What do abstracts include?
Prepare a 2 minute story about the guidelines of writing a good abstract.
PART 2. THE SKILLS OF EXTENSIVE READING
THE USE OF DOE FOR THE WORKPLACE
Guidelines for reading DOE texts on the use of international English in European
business
Business English (BE) has come to dominate as the shared code used to “get work done”
in international business. In this article, Evan Frendo explores internationally operating
business professionals’, teachers’ and trainers’ perceptions of BE communication and its
“success” at work, based on selected data from surveys and in-depth studies conducted in
European multinational companies. The findings show that BE can be characterized as a
dynamic communication code. BE competence calls for clarity and accuracy of content (rather
than linguistic correctness) and knowledge of business-specific vocabulary and genre
conventions (rather than only “general” English). In addition, because BE interactions take
place with nonnative speakers (NNSs) from a variety of cultural backgrounds, the relational
orientation is perceived as integral for BE competence. In sum, BE competence can be
considered an essential component of business knowledge required in today’s global business
environment.
Text. 11-2. ENGLISH FOR THE WORKPLACE: SHARING THOUGHTS WITH
TEACHERS AND TRAINERS OF BUSINESS ENGLISH AND ESP
(Based on Evan Frendo’s presentations 13-15 Nov 2020)
Over the last decade BE (Business English) has been gaining prominence, with articles
appearing in various publications. Last year the Journal of Business Communication devoted an
entire issue to it. And Vicki Hollett has invited several prominent speakers to discuss the issue in
the next BESIG webinar. What I would like to do in this post is to introduce the idea of BE as
lingua franca (LF) for business and discuss some implications for us as teachers and trainers of
business English.
Note: BESIG, the Business English Special Interest Group of International
Association of Teachers of English as a Foreign Language (IATEFL), is a truly professional
body representing the interests and serving the needs of the international business English
teaching community.
First of all, what is ELF?
English as a Lingua Franca (ELF) has been around (and hotly debated) for a while now.
(See the Wikipedia page for a useful list of references). Research by people like Jennifer Jenkins
and Barbara Seidlhofer have worked on looking at various features, but there is still a lot of
discussion about just how useful ELF is to teachers and trainers. For example, Jenkins (2007)
says that “ELF emphasizes the role of English in communication between speakers from
different L1s, i.e. the primary reason for learning English today.” On the other hand Swan
(2009), argues that “In a pedagogic context, … there is little justification for its use: it is both
redundant and confusing, and we would do better to avoid it.”
The crux of the issue seems to revolve around how we define ELF. For ELF researchers
it seems to be a way of talking about how English is used between people who do not have
English as their own native tongue. They are not suggesting that ELF is a specific variety of
English, although there have been some attempts to try and describe its general characteristics, or
“common core”. Indeed for some researchers (Firth, 2009; Jenkins, 2007) ELF is about a new
attitude to English as a language – it should not be seen as a sort of incorrect or deficient type of
English, which non-native speakers (NNS) use in their communication with each other, but
rather as a language in its own right. In ELF it is the end result that matters, not whether
interactions contain “mistakes” when measured against some standard variety of English. The
problem is that as teachers and trainers we have become used to providing a model (normally our
own variety of English) for our learners to aim at – this is difficult with an ELF approach, where
there is no easily identifiable model. As Seidlhofer points out, “spontaneous ELF communication
always has an element of ad hoc negotiation of relevant norms, because speakers’
systemic/linguistic and schematic/cultural backgrounds vary from case to case, by
definition”(2006)
And what about business English lingua franca or BELF?
This article explores the role of English and other languages as perceived by members of
upper management in a family-owned German multinational corporation in the technology
sector. The findings show that, in the 21st century, English has become an indispensable “must”
in the company and that there is a general understanding that staff at all levels develop their
language skills as they see appropriate for their roles within the company. What needs to be
learned, however, is not English as a native language but communicative effectiveness in English
as a business lingua franca, which – as an international contact language – brings together
nonnative as well as native Englishes from various linguacultural backgrounds spoken with
varying degrees of proficiency. Learning to cope with the challenges of such diversity, in the
context of business communication, seems to happen most effectively in business “communities
of practice” rather than in traditional English training.
The study also shows that, despite the dominance of English, other languages are not
disappearing from the scene but are, indeed, used as a pragmatic or strategic resource. In
particular, German, as the headquarters’ language, maintains an important role among
individuals and within the organization.
Should English be the lingua franca in international companies?
Professor Maury Peiperl: Yes!
International companies and international commerce generally imply a fundamental need
for people to communicate across the globe, at least at a basic verbal and written level.
Translation and multi-lingual communication are important, but unless there is one common
language everyone doing global business can speak, the complexity these imply (which increases
as the square of the number of languages used) makes it unwieldy for cross-border businesses to
function. Multi-lingual firms will always find it difficult to compete with those who use a single
cross-border language, as will those who use something other than the de facto global language,
for both will pay higher transaction costs.
Should English be the lingua franca in international companies?
Research Fellow Karsten Jonsen: No!
Non-native English speakers and companies should not be language submissive.
Linguistic diversity is worth fighting for. English as a common business language is an easy
choice, and much like most doctrines celebrating homogeneity, the one-company/onepeople/one-language-fits-all cultural mentality is deceptively easy. Economical reasoning
predicts that this will happen increasingly in multinational companies. While a common
language facilitates socialization processes, communication and team building, social identity
theory speaks to how language barriers set boundaries with many people.
To give you an idea of what some people think about BELF, here are some recent quotes
from researchers who are active in the field.
“BELF refers to English used as a neutral and shared communication code. BELF is
neutral in the sense that none of the speakers can claim it as her/his mother tongue; it is shared in
the sense that it is used for conducting business within the global business discourse community,
whose members are BELF users and communicators in their own right – not non-native
speakers or learners.” (Louhiala-Salminen, Charles & Kanraanranta, 2005)
“Rather than focusing on language proficiency … the findings of such research could
then drive teaching and training materials to focus more efficiently on those areas that are
likely to cause a problem.” (Gerritsen and Nickerson, 2009)
“BELF … implies a starting point where the code of communication is investigated in its
own right, not as “English” in the traditional sense of the word.” (Rogerson-Revell and
Salminon, 2010)
“Our findings suggest that English in today’s global business environment is “simply
work” and its use is highly contextual. Thus, knowledge of the specific business context, the
particular genres used in the particular business area, and overall business communication
strategies are tightly intertwined with proficiency in English, which impacts upon teaching."
(Kankaanranta and Louhiala-Salminen, 2010)
"For our conceptualization of BELF, the “B” is of utmost importance." (Kankaanranta
and Louhiala-Salminen, 2010)
“… the concept of language competence, which has traditionally been gauged against
the yardstick of a native speaker’s skills, has to be reevaluated in the light of recent (B)ELF
research.” (Ehrenreich, 2010)
"BELF competence calls for clarity and accuracy of content (rather than linguistic
correctness) and knowledge of business-specific vocabulary and genre conventions (rather
than only “general” English). In addition, because BELF interactions take place with nonnative
speakers (NNSs) from a variety of cultural backgrounds, the relational orientation is perceived
as integral for BELF competence." (Kankaanranta and Planken, 2010)
It seems that BELF is very much about adapting English to specific contexts and specific
users so that the business is successful. If we look at business English an a continuum, then at
one end we have what might be called “General Business English”, where we do not know very
much about the target context, or where learners have less defined aims, and at the other end we
have BELF, which is a quite specific use of language which depends on the context and the
speakers. The key is that this specific use of English can only be measured against its own rules
for successful communication, not against a “norm” imposed by outsiders. As Hanford (2010)
argues, “the most important issue in business is not language ability, but the experience and
ability to dynamically manoeuvre within the communities of practice which business people
inhabit.”
What does it mean to us as trainers?
The answer to this lies in our learners – what is it that they actually want from us? Is our
primary role to help our learners learn English in the traditional sense, or is it to help them
communicate in their business context? Clearly one of our tasks is to help our learners decide
what is appropriate in any given context, and what isn’t, but this is too simplistic. For an ELF
teacher BELF research suggests a pedagogic approach which has:
1. A much greater emphasis on needs analysis. People who use BELF work in very
specific contexts and use very specific lexis, genres etc. Understanding this is key.
2. More listening to / analyzing of real BELF conversations, ideally with the learner as
one of the interlocutors.
3. Materials which focus on relevant spoken genres (e.g. meetings, small talk) and
written genres (e.g. emails / contracts etc), and not interviews or articles from newspapers and
the internet. And content which resembles BELF interaction, not native speaker (NS) interaction,
and is based on BELF corpora, not NS.
4. Tasks which do not focus so much on lexis and structures and more on why particular
interactions are effective or ineffective, and strategies to deal with such situations.
5. Less focus on the trainer as the provider of the “model” and the arbiter as to what
might be successful communication, and more focus on input from the target community of
practice and other BELF users.
6. Tests which do not focus on form but on effectiveness.
Seidlhofer, Breiteneder, and Pitzl (2006) finish their discussion on ELF in Europe and the
associated challenges for applied linguistics with this comment: “Uncoupling any language from
its native speakers is, of course, a challenging idea that will require a considerable effort of
adjustment of attitudes and long-established concepts of just what a language is.”
Perhaps this is the crux of what BELF is really about.
EXPLICATION OF KEY FACTS AND IDEAS GIVEN IN THE TEXT,
SELECTING KEY WORDS FOR ABSTRACT WRITING
Instruction: Below are the guidelines for abstract writing (continued). This is an
adaptation of several texts placed on the Internet without copyright limitations. You are sure to
realize that to write a good abstract you will have to gain experience of using all steps
recommended in this unit. Your abstract must be in the right format to meet necessary
requirements. On following the given steps and writing a good abstract your purpose is not only
to acquire the standard guidelines along which an abstract is written but also to get ready to
discuss abstract writing skills in class.
The steps for writing a good abstract
Skim Evan Frendo’s presentation with the goal of abstracting in mind.
Make notes of key facts and ideas given in the text, selecting key words.
Outline its main themes and highlights to use for your abstract.
Look specifically for the main parts of Evan Frendo’s article: purpose, methods, scope,
results, conclusions, and recommendation, etc.
Scan the article and try to pinpoint any concepts you could use as keywords for an
Internet search. Headings, titles or table of contents are usually good sources of keywords.
Use the headings, outline heads as a guide to writing your abstract.
As you're writing an abstract about another person's paper, the introduction and the
summary are good places to begin. These areas generally cover what the article emphasizes.
Write a rough draft. After you've finished rereading the article, write a rough draft
without looking back at what you're abstracting.
Summarize the article using new words.
Don't copy and paste from the original! This rough draft should be longer than your
finished product so you can delete unnecessary words. Let yourself brainstorm while you edit.
Write an introductory sentence. This will be a statement of purpose for your article. It
should introduce your central concept.
Write the body. This will be a brief description of the subject matter, roughly one or two
paragraphs.
Embed keywords into the first 20 words of the body. Make them inconspicuous so they
don't break the reader's concentration.
Write a one- or two-sentence conclusion. This should entice someone to read more.
Edit and revise your abstract as needed. It is best to let a day pass before you return to it
with fresh eyes. Edit unnecessary words. Be sure you clearly present your main points.
Don't merely copy key sentences from the article: you'll put in too much or too little
information.
Don't rely on the way the material was phrased in the article: summarize information in
a new way.
Revise your rough draft to correct weaknesses in organization:
improve transitions from point to point,
drop unnecessary information,
add important information you left out,
eliminate wordiness,
fix errors in grammar, spelling, and punctuation.
Answer the following questions:
 Do you agree that the steps listed above are absolutely necessary?




Do you think it is necessary to always pursue these steps in your abstracts??
What are parts of an abstract?
Did you know all these things about abstracts before?
If you did, who told you first? Or did you acquire this knowledge by probe and
error experience?
UNIT 12. A NEGATIVE GLOBAL IMPACT OF THE PANDEMIC
Guidelines for intensive reading of DOE texts
The text below is domain-oriented at a general analysis of the current economic and
social situation. You should be ready to discuss it in any (non)academic environment. The
impact of the COVID-19 pandemic is drastically changing the lives of people, who are highly
discouraged because these circumstances can be tough for their social, physical and mental
wellbeing. This report is a collection of facts that can support people to navigate their lives in
these challenging times as well as inspire them to deal with the uncertainty of the global crisis.
Naturally, anyone would think of a pandemic situation in very negative terms due to its
emotional, socio-economic, environmental, political and cultural factors. However, it is also
positive due to certain factors that help to reintegrate and reorganise the social system as a
whole.
PART 1. THE SKILLS OF INTENSIVE READING
Text 12-1. A Crisis Like No Other, An Uncertain Recovery
(After International Monetary Fund Report. June 2020)
Fallout from the pandemic. Global growth is projected at –4.9 percent in 2020, 1.9
percentage points below the April 2020 World Economic Outlook (WEO) forecast. The COVID19 pandemic has had a more negative impact on activity in the first half of 2020 than anticipated,
and the recovery is projected to be more gradual than previously forecast. In 2021 global growth
is projected at 5.4 percent.
Overall, this would leave 2021 GDP some 6½ percentage points lower than in the preCOVID-19 projections of January 2020. The adverse impact on low-income households is
particularly acute, imperiling the significant progress made in reducing extreme poverty in the
world since the 1990s. As with the April 2020 WEO projections, there is a higher-than-usual
degree of uncertainty around this forecast.
The baseline projection rests on key assumptions about the fallout from the pandemic. In
economies with declining infection rates, the slower recovery path in the updated forecast
reflects persistent social distancing into the second half of 2020; greater scarring (damage to
supply potential) from the larger-than-anticipated hit to activity during the lockdown in the first
and second quarters of 2020; and a hit to productivity as surviving businesses ramp up necessary
workplace safety and hygiene practices.
For economies struggling to control infection rates, a lengthier lockdown will inflict an
additional toll on activity. Moreover, the forecast assumes that financial conditions—which have
eased following the release of the April 2020 WEO—will remain broadly at current levels.
Alternative outcomes to those in the baseline are clearly possible, and not just because of how
the pandemic is evolving. The extent of the recent rebound in financial market sentiment appears
disconnected from shifts in underlying economic prospects—as the June 2020 Global Financial
Stability Report (GFSR) Update discusses—raising the possibility that financial conditions may
tighten more than assumed in the baseline.
All countries—including those that have seemingly passed peaks in infections—should
ensure that their health care systems are adequately resourced. The international community
must vastly step up its support of national initiatives, including through financial assistance to
countries with limited health care capacity and channeling of funding for vaccine production as
trials advance, so that adequate, affordable doses are quickly available to all countries.
Where lockdowns are required, economic policy should continue to cushion household
income losses with sizable, well-targeted measures as well as provide support to firms suffering
the consequences of mandated restrictions on activity. Where economies are reopening, targeted
support should be gradually unwound as the recovery gets underway, and policies should
provide stimulus to lift demand and ease and incentivize the reallocation of resources away from
sectors likely to emerge persistently smaller after the pandemic.
Strong multilateral cooperation remains essential on multiple fronts. Liquidity assistance
is urgently needed for countries confronting health crises and external funding shortfalls,
including through debt relief and financing through the global financial safety net. Beyond the
pandemic, policymakers must cooperate to resolve trade and technology tensions that endanger
an eventual recovery from the COVID-19 crisis. Furthermore, building on the record drop in
greenhouse gas emissions during the pandemic, policymakers should both implement their
climate change mitigation commitments and work together to scale up equitably designed carbon
taxation or equivalent schemes. The global community must act now to avoid a repeat of this
catastrophe by building global stockpiles of essential supplies and protective equipment, funding
research and supporting public health systems, and putting in place effective modalities for
delivering relief to the neediest.
Economic decline in global activity. Economic data available at the time of the April
2020 WEO forecast indicated an unprecedented decline in global activity due to the COVID-19
pandemic. Data releases since then suggest even deeper downturns than previously projected for
several economies. The pandemic has worsened in many countries, leveled off in others.
Following the release of the April 2020 WEO, the pandemic rapidly intensified in a number of
emerging market and developing economies, necessitating stringent lockdowns and resulting in
even larger disruptions to activity than forecast. In others, recorded infections and mortality have
instead been more modest on a per capita basis, although limited testing implies considerable
uncertainty about the path of the pandemic.
In many advanced economies, the pace of new infections and hospital intensive care
occupancy rates have declined thanks to weeks of lockdowns and voluntary distancing.
Synchronized, deep downturn. First-quarter GDP was generally worse than expected (the few
exceptions include, for example, Chile, China, India, Malaysia, and Thailand, among emerging
markets, and Australia, Germany, and Japan, among advanced economies).
High-frequency indicators point to a more severe contraction in the second quarter,
except in China, where most of the country had reopened by early April. Consumption and
services output have dropped markedly. In most recessions, consumers dig into their savings or
rely on social safety nets and family support to smooth spending, and consumption is affected
relatively less than investment. But this time, consumption and services output have also dropped
markedly. The pattern reflects a unique combination of factors: voluntary social distancing,
lockdowns needed to slow transmission and allow health care systems to handle rapidly rising
caseloads, steep income losses, and weaker consumer confidence. Firms have also cut back on
investment when faced with precipitous demand declines, supply interruptions, and uncertain
future earnings prospects. Thus, there is a broad-based aggregate demand shock, compounding
near-term supply disruptions due to lockdowns. Mobility remains depressed.
Globally, lockdowns were at their most intense and widespread from about mid-March
through mid-May. As economies have gradually reopened, mobility has picked up in some areas
but generally remains low compared to pre-virus levels, suggesting people are voluntarily
reducing exposure to one another. Mobility data from cellphone tracking, for example, indicate
that activity in retail, recreation, transit stations, and workplaces remains depressed in most
countries, although it appears to be returning to baseline in certain areas. Severe hit to the labor
market. The steep decline in activity comes with a catastrophic hit to the global labor market.
Some countries (notably in Europe) have contained the fallout with effective short-term work
schemes. Nonetheless, according to the International Labor Organization, the global decline in
work hours in 2020:Q1 compared to 2019:Q4 was equivalent to the loss of 130 million full-time
jobs. The decline in 2020:Q2 is likely to be equivalent to more than 300 million full-time jobs.
Where economies have been reopening, activity may have troughed in April—as
suggested, for example, by the May employment report for the United States, where furloughed
workers are returning to work in some of the sectors most affected by the lockdown.
The hit to the labor market has been particularly acute for low-skilled workers who do
not have the option of working from home. Income losses also appear to have been uneven
across genders, with women among lower-income groups bearing a larger brunt of the impact in
some countries. Of the approximately 2 billion informally employed workers worldwide, the
International Labor Organization estimates close to 80 percent have been significantly affected.
Contraction in global trade. The synchronized nature of the downturn has amplified
domestic disruptions around the globe. Trade contracted by close to –3.5 percent (year over year)
in the first quarter, reflecting weak demand, the collapse in cross-border tourism, and supply
dislocations related to shutdowns (exacerbated in some cases by trade restrictions). Weaker
inflation. Average inflation in advanced economies had dropped about 1.3 percentage points
since the end of 2019, to 0.4 percent (year over year) as of April 2020, while in emerging market
economies it had fallen 1.2 percentage points, to 4.2 percent. Downward price pressure from the
decline in aggregate demand, together with the effects of lower fuel prices, seems to have more
than offset any upward cost-push pressure from supply interruptions so far.
Policy Countermeasures Have Limited Economic Damage and Lifted Financial
Sentiment Some bright spots mitigate the gloom. Following the sharp tightening during January–
March, financial conditions have eased for advanced economies and, to a lesser extent, for
emerging market economies, also reflecting the policy actions discussed below. Sizable fiscal
and financial sector countermeasures deployed in several countries since the start of the crisis
have forestalled worse near-term losses. Reduced-work-hour programs and assistance to workers
on temporary furlough have kept many from outright unemployment, while financial support to
firms and regulatory actions to ensure continued credit provision have prevented more
widespread bankruptcies (see Annex 1 and the June 2020 Fiscal Monitor Database of Country
Fiscal Measures, which discuss fiscal measures amounting to about $11 trillion that have been
announced worldwide, as well as the April 2020 WEO and the IMF Policy Tracker on Responses
to COVID-19, which provide a broader list of country-specific measures). Swift and, in some
cases, novel actions by major central banks (such as a few emerging market central banks
launching quantitative easing for the first time and some advanced economy central banks
significantly increasing the scale of asset purchases) have enhanced liquidity provision and
limited the rise in borrowing costs (see the June 2020 GFSR Update). Moreover, swap lines for
several emerging market central banks have helped ease dollar liquidity shortages. Portfolio
flows into emerging markets have recovered after the record outflows in February-March and
hard currency bond issuance has strengthened for those with stronger credit ratings. Meanwhile,
financial regulators’ actions—including modification of bank loan repayment terms and release
of capital and liquidity buffers—have supported the supply of credit.
Stability in the oil market has also helped lift sentiment. West Texas Intermediate oil
futures, which in April had sunk deep into negative territory for contracts expiring in the early
summer, have risen in recent weeks to trade in a stable range close to the current spot price.
Exchange rate changes since early April have reflected these developments. As of mid-June, the
US dollar had depreciated by close to 4 percent in real effective terms (after strengthening by
over 8 percent between January and early April). Currencies that had weakened substantially in
previous months have appreciated since April—including the Australian dollar and the
Norwegian krone, among advanced economy currencies, and the Indonesian rupiah, Mexican
peso, Russian ruble, and South African rand, among emerging market currencies.
Considerations for the Forecast. The developments discussed in the previous section
help shape the key assumptions for the global growth forecast, in particular with regard to
activity disruptions due to the pandemic, commodity prices, financial conditions, and policy
support. Disruptions to activity in the forecast baseline. Based on downside surprises in the first
quarter and the weakness of high-frequency indicators in the second quarter, this updated
forecast factors in a larger hit to activity in the first half of 2020 and a slower recovery path in
the second half than envisaged in the April 2020 WEO.
For economies where infections are declining, the slower recovery path in the updated
forecast reflects three key assumptions: persistent social distancing into the second half of 2020,
greater scarring from the larger-than-anticipated hit to activity during the lockdown in the first
and second quarters, and a negative impact on productivity as surviving businesses enhance
workplace safety and hygiene standards.
For economies still struggling to control infection rates, the need to continue lockdowns
and social distancing will take an additional toll on activity. An important assumption is that
countries where infections have declined will not reinstate stringent lockdowns of the kind seen
in the first half of the year, instead relying on alternative methods if needed to contain
transmission (for instance, rampedup testing, contact tracing, and isolation). The risk section
below considers alternative scenarios, including one featuring a repeat outbreak in 2021. Policy
support and financial conditions. The projection factors in the impact of the sizable fiscal
countermeasures implemented so far and anticipated for the rest of the year. With automatic
stabilizers also allowed to operate and provide further buffers, overall fiscal deficits are expected
to widen significantly and debt ratios to rise over 2020–21. Major central banks are assumed to
maintain their current settings throughout the forecast horizon to the end of 2021. More
generally, financial conditions are expected to remain approximately at current levels for both
advanced and emerging market economies.
Commodity prices. The assumptions on fuel prices are broadly unchanged from the
April 2020 WEO. Average petroleum spot prices per barrel are estimated at $36.20 in 2020 and
$37.50 in 2021. Oil futures curves indicate that prices are expected to increase thereafter toward
$46, still about 25 percent below the 2019 average. Nonfuel commodity prices are expected to
rise marginally faster than assumed in the April 2020 WEO.
Instruction
In this unit, your assignment will be to write a presentation based on the two combined
texts: Text 12-1 “A Crisis Like No Other, An Uncertain Recovery” and Text 12-2 “Evolution of
the pandemic is a key factor shaping the economic outlook”. Both are abridged after the
International Monetary Fund Report. June 2020. Presentation is a means of communication that
can be adapted to various personal preferences of speaking style and various speaking situations,
such as talking to a group, addressing an examination board or a class meeting. Everyone on the
internet has an opinion on how to give the “perfect” presentation. You are to choose which type
of presentation suits you best.
Presentations styles
In general, there are six presentations styles: Coach, Connector, Freeform, Instructor,
Storytelling, Visual.
Coach-style presentations work best for presenters who are enthusiastic about the topic they are
speaking about. To make this work for you, you will need to find a balance between speaking and
getting reactions and feedback from the audience. You will also need to speak and share information at
an appropriate pace.
Connector-style presentation is one in which the speaker highlights what they have in common
with the audience. Listeners feel that the speaker is “one of them” and are thus more receptive to the
presenter’s message.
Freeform presenters generally know what they want to say without a great deal of planning,
rules or structure. If you would like to try this style, consider keeping yourself to two or three key points,
use some humor, and share some stories with your audience. However, if you need a few reminders of
what to say, feel free to have a few flashcards on hand, but make sure that the information on those cards
is concise.
Instructor style may be best for people who need to convey a complex message to persuade the
audience to consider or adopt a certain viewpoint. To use this style effectively, consider using figures of
speech, metaphors and visual aids to help the audience conceptualize what you are talking about. Also,
find a way to balance focusing on the subject matter and on your audience.
Storytelling style is a great way for speakers to connect with their audiences. This style works
best when you provide anecdotes that align with your main points and if you can use words that elicit
emotion for the listener.
Speakers who use visual style tend to use large and colorful slides with small quantities of text.
This is a great style for speakers who believe slides should only compliment their speech or who have a
short time to prepare and present.
WHAT STYLE WOULD YOU LIKE TO ADHERE TO AND WHY?
PART 2. THE SKILLS OF EXTENSIVE READING
UNCERTAINTY IN GLOBAL ECONOMY, POLICY AND
HEALTHCARE CHALLENGES
Guidelines for reading DOE texts on the COVID-19 economic outlook
The reader has to realize that the present and would-be evolution of the pandemic and the policy
response to it have not just dominated the economic and fiscal developments in 2020; they also set the starting
point for the rest of the year and 2021. As long as the virus remains a significant health threat – with no
vaccine and no highly effective treatment – the situation remains too volatile to provide a definitive
assessment of the global economic impact. Over the third quarter of 2020, most countries have started to see a
sharp but incomplete economic recovery. But recovery faces risks from cautious consumers, high rates of
unemployment, low investment during the first half of 2020, the rise of private sector debt, and disruptions to
international trade. Economic analysts forecast that GDP will reach pre-crisis levels mostly in 2021 or 2022. Even
so, we expect all economies to remain smaller than either our pre-COVID forecast or a simple extrapolation of preCOVID trends would imply.
Text 12-2. Evolution of the pandemic is a key factor shaping the economic outlook
(After International Monetary Fund Report. June 2020)
Risks to the Outlook
Fundamental uncertainty around the evolution of the pandemic is a key factor shaping the
economic outlook and hinders a characterization of the balance of risks. The downturn could be
less severe than forecast if economic normalization proceeds faster than currently expected in
areas that have reopened—for example in China, where the recovery in investment and services
through May was stronger than anticipated. Medical breakthroughs with therapeutics and
changes in social distancing behavior might allow health care systems to cope better without
requiring extended, stringent lockdowns. Vaccine trials are also proceeding at a rapid pace.
Development of a safe, effective vaccine would lift sentiment and could improve growth
outcomes in 2021, even if vaccine production is not scaled up fast enough to deliver herd
immunity by the end of 2021. More generally, changes in production, distribution, and payment
systems during the pandemic could actually spur productivity gains—ranging from new
techniques in medicine to, more broadly, accelerated digitalization or the switch from fossil fuels
to renewables.
Downside risks, however, remain significant. Outbreaks could recur in places that appear
to have gone past peak infection, requiring the reimposition of at least some containment
measures. A more prolonged decline in activity could lead to further scarring, including from
wider firm closures, as surviving firms hesitate to hire jobseekers after extended unemployment
spells, and as unemployed workers leave the labor force entirely. Financial conditions may again
tighten as in January–March, exposing vulnerabilities among borrowers. This could tip some
economies into debt crises and slow activity further. More generally, cross-border spillovers
from weaker external demand and tighter financial conditions could further magnify the impact
of country- or region-specific shocks on global growth. Moreover, the sizable policy response
following the initial sudden stop in activity may end up being prematurely withdrawn or
improperly targeted due to design and implementation challenges, leading to misallocation and
the dissolution of productive economic relationships. Some of these aspects are featured in the
Scenario Box, which presents growth projections under alternative scenarios. Beyond pandemicrelated downside risks, escalating tensions between the United States and China on multiple
fronts, frayed relationships among the Organization of the Petroleum Exporting Countries
(OPEC)+ coalition of oil producers, and widespread social unrest pose additional challenges to
the global economy. Moreover, against a backdrop of low inflation and high debt (particularly in
advanced economies), protracted weak aggregate demand could lead to further disinflation and
debt service difficulties that, in turn, weigh further on activity.
Policy Priorities
With the relentless spread of the pandemic, prospects of long-lasting negative
consequences for livelihoods, job security, and inequality have grown more daunting. Further
effective policy actions can help slow the deterioration of those prospects and set the stage for a
speedier recovery that benefits all in society across the income spectrum and skills distribution.
At the same time, considering the substantial uncertainty regarding the pandemic and its
implications for different sectors, the policy response will have to adapt as the situation evolves
to maximize its effectiveness—for instance, shifting from saving firms to facilitating resource
reallocation across sectors. As discussed in the April 2020 WEO, these policy objectives are
shared across emerging market and developing economies as well as advanced economies, but
the former group is relatively more constrained by lower health care capacity, larger informal
sectors, and tighter borrowing constraints. Moreover, some emerging market and developing
economies entered this crisis with limited policy space. External support and strong multilateral
cooperation are therefore essential to help these financially constrained countries combat the
crisis. This is particularly the case for low-income countries. Many of these have high debt, and
some are already in a precarious security situation, with scarce food and medicine. Hence, their
ability to deploy the policy response needed to prevent a devastating human toll and long-lasting
impacts on livelihoods depends critically on debt relief, grants, and concessional financing from
the international community. Island economies that rely heavily on tourism and economies that
are driven by oil exports are also likely to face long-lasting challenges.
Resources for Health Care
The pandemic continues to test health care capacity in many countries, accelerating in
emerging market and developing economies. Other countries that have passed peaks in infections
remain at risk of renewed surges. All countries therefore need to ensure that their health care
systems are adequately resourced. This requires additional spending as needed in various areas,
including virus and antibody testing; training and hiring contact tracers; acquiring personal
protective equipment; and health care infrastructure spending for emergency rooms, intensive
care units, and isolation wards. Multilateral cooperation to support health care systems. The
international community needs to vastly step up efforts to support national initiatives, including
completing the removal of trade restrictions on essential medical supplies; sharing information
on the pandemic widely and transparently; providing financial assistance and expertise to
countries with limited health care capacity, including via support for international organizations;
and channeling funding to scale up vaccine production facilities as trials advance so that
adequate, affordable doses are quickly available to all countries.
Contain the Economic Fallout, Facilitate Recovery
Confronted with a highly transmissible virus and susceptible populations, countries have
restricted mobility to curb its spread and protect lives. In the resulting deep economic downturn,
the broad economic policy objectives remain similar to those discussed in the April 2020 WEO,
with a continued emphasis on sizable, well-targeted measures that protect the vulnerable. As
economies reopen, the focus there should gradually move from protecting jobs and shielding
firms to facilitating recovery and removing obstacles to worker reallocation. Elevated debt
levels, nonetheless, could constrain the scope of further fiscal support—and will pose an
important medium-term challenge for many countries.
To ensure that economies are well prepared to counter further shocks, policymakers
should consider strengthening mechanisms for automatic, timely, and temporary support in
downturns. As analyzed in the April 2020 WEO, rules-based fiscal stimulus measures that
respond to deteriorating macroeconomic conditions—such as temporary targeted cash transfers
to liquidity constrained, low-income households that kick in when the unemployment rate or
jobless claims rise above a certain threshold—can be highly effective in dampening downturns.
Economies where the pandemic is accelerating. In countries where lockdowns are required to
slow transmission, the emphasis should be on containing the health shock and minimizing
damage to the economy so that activity can normalize more quickly once the restrictions are
lifted. The objective is twofold: cushioning income losses for people to the extent possible while
enabling the shift of resources away from contact-intensive sectors that will likely be persistently
smaller after the pandemic.
Targeted measures, such as temporary tax breaks for affected people and firms, wage
subsidies for furloughed workers, cash transfers, and paid sick and family leave are good
common practices for cushioning income losses. The specific mix of targeted support should be
tailored to country circumstances with due consideration for those who may not be protected by
the formal safety net (as discussed below).
Temporary credit guarantees, particularly for small International and medium-sized
enterprises, and loan restructuring can help preserve employment relationships likely to remain
viable after the pandemic fades. In tandem, spending on retraining, where feasible, should be
increased so that workers are better equipped to seek employment in other sectors as needed.
Broader social safety nets should be enhanced, including to expand eligibility criteria for
unemployment protection and provide better coverage of self-employed and informal workers.
Central bank liquidity provision and targeted relending facilities for funding-affected firms can
help ensure that credit provision continues, while policy rate cuts and asset purchases can limit
the rise in borrowing costs (see the June 2020 GFSR Update for details). Public infrastructure
investment or across-the-board tax cuts may be less effective in stimulating demand when large
parts of the economy are shut down. Nonetheless, where financing constraints permit, such
measures can play an important role in supporting confidence and limiting bankruptcies.
Economies where reopening is underway. Many countries have begun scaling back stringent
lockdowns. With reopening, policy focus must also shift toward facilitating recovery. This
requires progressively unwinding targeted support as the recovery gets underway, incentivizing
the reallocation of workers and resources where needed, and providing stimulus.
The exit from targeted support—such as wage subsidies for furloughed workers, cash
transfers, enhanced eligibility criteria for unemployment insurance, credit guarantees for firms,
and moratoria on debt service—should proceed gradually to avoid precipitating sudden income
losses and bankruptcies just as the economy is beginning to regain its footing. The sequence in
which the targeted measures are unwound should take into account the structure of
employment—for instance, the share of self-employed, the distribution of firms across sectors
experiencing different rates of recovery, and the degree of informality in the economy.
Where fiscal space permits, as targeted fiscal support is unwound, it can be replaced with
public investment to accelerate the recovery and expanded social safety net spending to protect
the most vulnerable. The former can support the transition to a low-carbon economy and
mitigation strategies. The latter will be particularly important given that the pandemic has taken
a significant toll on lower-skilled workers (who may have a harder time securing reemployment
than higher-skilled workers) and lower-income households more generally (who may not have
adequate resources to purchase health care and essentials).
At the same time, hiring subsidies and spending on worker training will need to increase
to facilitate reallocation toward sectors with growing demand and away from those likely to
emerge persistently smaller from the pandemic. Policymakers should also address factors that
can impede this reallocation, including barriers to entry that favor incumbents at the expense of
potential entrants and labor market rigidities that deter firms from hiring. Easing reallocation will
also involve actions to repair balance sheets and address debt overhangs—factors that have
slowed past recoveries from deep recessions. This will require mechanisms for restructuring and
disposing of distressed debt. Such steps to reduce persistent resource misallocation and
productivity losses can further enhance the effectiveness of broader stimulus to lift aggregate
demand and boost employment.
Modalities for delivering relief in countries with large informal sectors. In economies
where the pandemic and associated lockdowns weigh heavily on informally employed workers,
digital payment systems can provide an alternative modality for ensuring that government relief
measures reach intended beneficiaries (IMF Special Series Note on COVID-19). Where
individuals do not have IDs or access to mobile phones to avail of this channel, temporary
workarounds can be implemented to scale up the coverage of digital payments (IMF Special
Series Note on COVID-19), along with complementary in-kind support of food, medicine, and
other essentials staples for households in need—for example, through local governments and
community organizations.
Multilateral Cooperation
Considering the global scale of the crisis, countries must cooperate on multiple fronts to
combat the shared challenges. Besides common efforts to support health care systems, liquidity
assistance is urgently needed for countries confronting health shocks and external funding
shortfalls.
The G20 initiative for a temporary standstill on official debt service payments by lowincome countries is an important first step to help them preserve international liquidity and
channel resources to combat the health crisis. Private creditors should also provide comparable
treatment. More generally, it is in the best interest of all creditors and low-income country and
emerging market borrowers with high debt and large financing needs to quickly agree on
mutually acceptable terms of debt relief where needed.
Multilateral assistance through the global financial safety net can help further cushion the
impact of funding shocks. The IMF has enhanced the access limits to its emergency financing
facilities, increased its ability to provide grant-based debt service relief, and is helping vulnerable
countries with new financing through other lending facilities. Other elements of the global
financial safety net have also been activated to alleviate international liquidity shortages in
emerging markets, including central bank swap lines. Shared recognition that emerging market
and developing economies are generally more constrained than reserve-currency-issuing
advanced economies guides these actions. The longer the pandemic and its aftermath persist, the
greater the need to enhance efforts to support financially constrained economies.
Beyond the pandemic, policymakers must cooperate to address the economic issues
underlying trade and technology tensions as well as gaps in the rules-based multilateral trading
system. The eventual recovery from the COVID-19 crisis would be endangered without a
durable solution to these frictions. Building on the record drop in greenhouse gas emissions this
year (reflecting significantly lower fossil fuel use during the pandemic), policymakers should
implement their climate change mitigation commitments, and effort needs to be scaled up at the
international level, ideally through equitably designed carbon taxation or equivalent schemes
(see the October 2019 Fiscal Monitor). Low oil prices also present an opportunity to reduce
harmful fuel subsidies. And the global community must act now to avoid a repeat pandemic
catastrophe by building global stockpiles of essential supplies and protective equipment that can
be distributed quickly to affected areas, funding research and supporting public health systems,
and putting in place adequate and effective modalities for delivering relief to the neediest.
Two Alternative Scenarios
(1) a second COVID-19 outbreak in early 2021, and (2) a faster recovery from the
lockdown measures implemented in the first half of 2020.
Scenario 1: A Second Global COVID-19 Outbreak in Early 2021
While the baseline does not rule out a possible resurgence in cases in some countries, the
first scenario assumes instead that a second major global outbreak takes place early in 2021. The
disruptions to domestic economic activity in each country in 2021—resulting from measures
taken to contain this second outbreak—are assumed to be roughly one-half the size of what is
already in the baseline for 2020. The halving of the impact reflects the assumption that
containment measures will be less disruptive to firms and households because the share of
vulnerable individuals will likely be lower and the measures will become better targeted at
vulnerable groups, building on the experience gained regarding the effectiveness of measures
that have been tried to date.
As a result of the second outbreak, there is assumed to be additional tightening in
financial conditions in 2021, relative to the baseline. The additional tightening is about one-half
of the increase in sovereign and corporate spreads seen since the beginning of the pandemic,
with advanced economies facing, on average, relatively limited tightening, especially in
sovereign premiums, and emerging markets facing larger increases in spreads on both sovereign
and corporate debt.
Conventional monetary policy reacts endogenously in countries where there is still some
room for further reductions in policy rates, mainly in emerging markets. Unconventional policies
are not explicitly incorporated in the simulations; however, they are implicitly reflected in the
limited tightening of financial conditions in advanced economies. Regarding the fiscal policy
response, it is assumed that governments implement additional discretionary measures above and
beyond automatic stabilizers. As a result, the overall spending response to the decline in output is
twice as strong as the response under typical business cycle fluctuations.
Despite the policy response, the outbreak is assumed to cause further longer-lived
damage to the supply side of economies (scarring) starting in 2022, as increased bankruptcies
lead to capital destruction, temporary slowing in productivity growth, and a temporary increase
in trend unemployment. The additional scarring is assumed to be about one-half the size of what
is already in the baseline, with emerging markets experiencing greater, longer-lived damage than
advanced economies, given the more limited policy space to support incomes in those countries.
Scenario 2: A Faster Recovery
It assumes a gradual recovery in activity starting in the second half of 2020. In the second
scenario, it is assumed that the recovery is faster than expected, as greater confidence in efficient
post-lockdown measures (social distancing and more effective testing, tracing, and isolation
practices) lead to effective containment and less precautionary behavior by households and firms
once the lockdowns are lifted.
As a result of the faster recovery, financial conditions become more accommodative; for
simplicity, the loosening of financial conditions starts in 2021. It is also assumed that the
discretionary fiscal measures already included in the baseline are maintained in their entirety;
that is, there is no partial rollback in response to the improved outlook. However, automatic
stabilizers would imply less fiscal support overall as they respond endogenously to a faster
dissipation of excess supply. The faster recovery also implies there is 50 percent less supply-side
scarring than in the baseline starting in 2021.
Instruction
Your assignment is to write a presentation based on the two combined texts: Text 12-1
“A Crisis Like No Other, An Uncertain Recovery” and Text 12-2 “Evolution of the pandemic is
a key factor shaping the economic outlook”. Both are abridged after the International Monetary
Fund Report. June 2020. Below are useful phrases for your presentation from two sources:
https://www.londonschool.com/blog/30-useful-phrases-presentations-english/;
https://www.linkedin.com/pulse/52-phrases-better-flowing-english-presentations-stevenhobson/
USEFUL ENGLISH PHRASES FOR A PRESENTATION
For many people, creating and holding a presentation involves a great deal of effort. To
make matters worse, if the presentation has to be given in English, it often entails double the
effort for native Russian speakers. We want to make your next presentation a bit more effortless
by introducing the most useful phrases and expressions for an English-language performance.
Welcome
At the beginning of each presentation, you should welcome your audience. Depending on
who you are addressing, you should extend a more or less formal welcome.
Good morning/afternoon/evening, ladies and gentlemen/everyone.
On behalf of “Company X”, allow me to extend a warm welcome to you.
Introducing the speaker
The level of formality of your welcome address will also apply to how you introduce
yourself. Customize it to match your audience.
Let me briefly introduce myself. My name is “John Miller” and I am delighted to be here
today to talk to you about…
First, let me introduce myself. My name is “John Miller” and I am the “Position” of
“Company X”.
I’m “John” from “Company Y” and today I’d like to talk to you about…
Introducing the topic
After the welcome address and the introduction of the speaker comes the presentation of
the topic. Here are some useful introductory phrases.
Today I am here to talk to you about…
What I am going to talk about today is…
I would like to take this opportunity to talk to you about…
Explanation of goals
It is always recommended to present the goals of your presentation at the beginning. This
will help the audience to understand your objectives.
The purpose of this presentation is…
My objective today is…
Structure
After presenting the topic and your objectives, give your listeners an overview of the
presentation’s structure. Your audience will then know what to expect in detail.
My talk/presentation is divided into “x” parts.
I’ll start with…/First, I will talk about…/I’ll begin with…
…then I will look at…
…next…
and finally…
Starting point
After all this preparation, you can finally get started with the main part of the
presentation. The following phrases will help you with that.
Let me start with some general information on…
Let me begin by explaining why/how…
I’d like to give you some background information about…
End of a section
If you have completed a section of your presentation, inform your audience, so that they
do not lose their train of thought.
That’s all I have to say about…
We’ve looked at…
So much for…
Interim conclusion
Drawing interim conclusions is of utmost importance in a presentation, particularly at the
end of a chapter or section. Without interim conclusions, your audience will quickly forget
everything you may have said earlier.
To sum up…
Let’s summarize briefly what we have looked at.
Here is a quick recap of the main points of this section.
Transition
Use one of the following phrases to move on from one chapter to the next.
I’d now like to move on to the next part…
Let’s now turn to…
Examples
Frequently, you have to give examples in a presentation. The following phrases are useful
in that respect.
For example,
A good example of this is…
As an illustration,
To give you an example,
To illustrate this point,
Details
In a presentation, you may often need to provide more details regarding a certain issue.
These expressions will help you to do so.
I’d like to expand on this aspect/problem/point.
Let me elaborate further on…
Links
If you want to link to another point in your presentation, the following phrases may come
in handy.
As I said at the beginning…
This relates to what I was saying earlier…
Let me go back to what I said earlier about…
This ties in with…
Reference to the starting point
In longer presentations, you run the risk that after a while the audience may forget your
original topic and objective. Therefore, it makes sense to refer to the starting point from time to
time.
I hope that you are a little clearer on how we can…
To return to the original question, we can…
Just to round the talk off, I want to go back to the beginning when I…
I hope that my presentation today will help with what I said at the beginning…
Reference to sources
In a presentation, you frequently have to refer to external sources, such as studies and
surveys. Here are some useful phrases for marking these references.
Based on our findings,
According to our study,
Our data shows/indicates…
Emphasis
To ensure that your presentation does not sound monotonous, from time to time you
should emphasize certain points. Here are some suggestions.
It should be emphasized that…
I would like to draw your attention to this point…
Another significant point is that…
The significance of this is…
This is important because…
We have to remember that…
Paraphrase
At times it might happen that you expressed yourself unclearly and your audience did not
understand your point. In such a case, you should paraphrase your argument using simpler
language.
In other words,
To put it more simply,
What I mean to say is…
So, what I’m saying is…
To put it in another way…
Questions during the presentation
Questions are an integral part of a presentation. These phrases allow you to respond to
questions during a presentation.
Does anyone have any questions or comments?
I am happy to answer your questions now.
Please feel free to interrupt me if you have questions.
If you have any questions, please don’t hesitate to ask.
Please stop me if you have any questions.
Do you have any questions before I move on?
If there are no further questions at this point, I’d like to…
Questions at the end of a presentation
To ensure that a presentation is not disrupted by questions, it is advisable to answer
questions at the very end. Inform your audience about this by using these phrases.
There will be time for questions at the end of the presentation.
I’ll gladly answer any of your questions at the end.
I’d be grateful if you could ask your questions after the presentation.
Inquiries
After answering a question from the audience, check that the addressee has understood
your answer and is satisfied with it.
Does this answer your question?
Did I make myself clear?
I hope this explains the situation for you.
Summary and conclusion
At the end of the presentation, you should summarize the important facts once again.
I’d like to conclude by…
In conclusion, let me sum up my main points.
Weighing the pros and cons, I come to the conclusion that…
That brings me to the end of my presentation. Thank you for listening/your attention.
UNIT 13. BIODIVERSITY AS THE FOUNDATION OF ECOSYSTEM SERVICES
Guidelines for reading DOE texts on biodiversity
Economically, the services provided by biodiversity are estimated to be double the
world’s annual GDP – although this number is difficult to calculate as many of biodiversity’s
life-giving services cannot be replicated at scale by human technology.
By the United Nations, an international coalition of scientists concluded that within the
next 80 years, we are on track to lose over one million known species. That is one species in
eight.
In addition, the populations of individual species have plunged. Tigers have lost 97% of
their populations, migratory birds are estimated to have lost approximately 70% of their
populations. In the span of only a few decades, the biomass of humans and our livestock has
come to total 24 times more than that of all wild mammals!
PART 1. THE SKILLS OF INTENSIVE READING
Text 13-1. THE LINK BETWEEN BIODIVERSITY AND ECOSYSTEM
SERVICES
(Abridged after the Green Facts Express report, 2020.
https://www.greenfacts. org/en/biodiversity%20/l-3/3)
Biodiversity is the foundation of ecosystem services to which human well-being is
intimately linked. No feature of Earth is more complex, dynamic, and varied than the layer of
living organisms that occupy its surfaces and its seas, and no feature is experiencing more
dramatic change at the hands of humans than this extraordinary, singularly unique feature of
Earth. This layer of living organisms—the biosphere—through the collective metabolic activities
of its innumerable plants, animals, and microbes physically and chemically unites the
atmosphere, geosphere, and hydrosphere into one environmental system within which millions
of species, including humans, have thrived. Breathable air, potable water, fertile soils, productive
lands, bountiful seas, the equitable climate of Earth’s recent history, and other ecosystem
services are manifestations of the workings of life. It follows that large-scale human influences
over this biota have tremendous impacts on human well-being. It also follows that the nature of
these impacts, good or bad, is within the power of humans to influence.
The single biggest threat to biodiversity is habitat loss, linked to food production on
land and in the sea. Biodiversity needs space to survive. Every animal needs a home. That home
is wilderness. When we remove wildlands and convert them into industrial production spaces,
we simultaneously subtract the landscapes needed for life production. The landscapes we depend
on are for our own survival.
When we lose biodiversity, we reduce our ability to fight climate change, grow
sustainable and healthy crops, have access to clean and abundant water, prevent pandemics, and
plan for a future for our children and grandchildren.
Humans need biodiversity. Because the decline in biodiversity is caused by humans,
biodiversity now needs us to transform our behavior. Humans need wild nature in order to
survive. The best solution for fighting climate change and ending the extinction crisis is to set
aside enough space for nature to support healthy biodiversity. That means protecting at least half
the planet’s land and and seas. Scientists conclude that if we do so by 2030, we can successfully
avert the worst of the climate and extinction emergencies. (In some cases, we need more than
half fragile ecosystems, like rainforests, to be 80% protected or stewarded by local, sustainable
communities.)
Protecting the planet at that scale may seem like a huge task, but in fact, this is a historic
opportunity for us to transform the way we live with nature. Because we must protect half the
entire planet, that means every region, every community, every individual is on the frontlines of
conservation. You are on the frontlines of conservation, and you can make a difference.
The challenge is that while we need biodiversity and biodiversity needs us, most people
around the world still don’t know about the critical importance of wildlands and the biodiversity
they support.
Biodiversity includes all ecosystems — managed or unmanaged. Sometimes
biodiversity is presumed to be a relevant feature of only unmanaged ecosystems, such as
wildlands, nature preserves, or national parks. This is incorrect. Managed systems — be they
plantations, farms, croplands, aquaculture sites, rangelands, or even urban parks and urban
ecosystems — have their own biodiversity. Given that cultivated systems alone now account for
more than 24% of Earth’s terrestrial surface, it is critical that any decision concerning
biodiversity or ecosystem services address the maintenance of biodiversity in these largely
anthropogenic systems.
Measuring Biodiversity: Species Richness and Indicators.
In spite of many tools and data sources, biodiversity remains difficult to quantify
precisely. Ideally, to assess the conditions and trends of biodiversity either globally or subglobally, it is necessary to measure the abundance of all organisms over space and time, using
taxonomy (such as the number of species), functional traits (for example, the ecological type
such as nitrogen-fixing plants like legumes versus non-nitrogen-fixing plants), and the
interactions among species that affect their dynamics and function (predation, parasitism, competition, and facilitation such as pollination, for instance, and how strongly such interactions
affect ecosystems). Even more important would be to estimate turnover of biodiversity, not just
point estimates in space or time. Currently, it is not possible to do this with much accuracy
because the data are lacking. Even for the taxonomic component of biodiversity, where
information is the best, considerable uncertainty remains about the true extent and changes in
taxonomic diversity.
There are many measures of biodiversity: species richness (the number of species in
a given area) represents a single but important metric that is valuable as the common
currency of the diversity of life — but it must be integrated with other metrics to fully
capture biodiversity. Because the multidimensionality of biodiversity poses formidable
challenges to its measurement, a variety of surrogate or proxy measures are often used. These
include the species richness of specific taxa, the number of distinct plant functional types (such
as grasses, forbs, bushes, or trees), or the diversity of distinct gene sequences in a sample of
microbial DNA taken from the soil. Species - or other taxon-based measures of biodiversity,
however, rarely capture key attributes such as variability, function, quantity, and distribution—
all of which provide insight into the roles of biodiversity.
Ecological indicators are scientific constructs that use quantitative data to measure
aspects of biodiversity, ecosystem condition, services, or drivers of change, but no single
ecological indicator captures all the dimensions of biodiversity. Ecological indicators form a
critical component of monitoring, assessment, and decision-making and are designed to
communicate information quickly and easily to policy-makers. In a similar manner, economic
indicators such as GDP are highly influential and well understood by decision-makers. Some
environmental indicators, such as global mean temperature and atmospheric CO 2 concentrations,
are becoming widely accepted as measures of anthropogenic effects on global climate.
Ecological indicators are founded on much the same principles and therefore carry with them
similar pros and cons.
1.2 Where is biodiversity?
Biodiversity is essentially everywhere, ubiquitous on Earth’s surface and in every
drop of its bodies of water. The virtual omnipresence of life on Earth is seldom appreciated
because most organisms are small (<5 centimeters); their presence is sparse, ephemeral, or
cryptic, or, in the case of microbes, they are invisible to the unaided human eye.
Documenting spatial patterns in biodiversity is difficult because taxonomic,
functional, trophic, genetic, and other dimensions of biodiversity have been relatively
poorly quantified. Even knowledge of taxonomic diversity, the best- known dimension of
biodiversity, is incomplete and strongly biased toward the species level, megafauna, temperate
systems, and components used by people. This results in significant gaps in knowledge,
especially regarding the status of tropical systems, marine and freshwater biota, plants,
invertebrates, microorganisms, and subterranean biota. For these reasons, estimates of the total
number of species on Earth range from 5 million to 30 million. Irrespective of actual global
species richness, however 1.7–2 million species that have been formally identified represent only
a small portion of total species richness. More-complete biotic inventories are needed to correct
for this deficiency.
While the data to hand are often insufficient to provide accurate pictures of the
extent and distribution of all components of biodiversity, there are, nevertheless, many
patterns and tools that decision-makers can use to derive useful approximations for both
terrestrial and marine ecosystems. North-temperate regions often have usable data on spatial
distributions of many taxa, and some groups (such as birds, mammals, reptiles, plants,
butterflies, and dragonflies) are reasonably well documented globally. Biogeographic principles
(such as gradients in species richness associated with latitude, temperature, salinity, and water
depth) or the use of indicators can supplement available biotic inventories. Global and sub-global
maps of species richness, several of which are provided in the MA reports Current State and
Trends and Scenarios, provide valuable pictures of the distribution of biodiversity.
Most macroscopic organisms have small, often clustered geographical ranges,
leading to centers of both high diversity and endemism, frequently concentrated in isolated
or topographically variable regions (islands, mountains, peninsulas). A large proportion of
the world’s terrestrial biodiversity at the species level is concentrated in a small part of the
world, mostly in the tropics. Even among the larger and more mobile species, such as terrestrial
vertebrates, more than one third of all species have ranges of less than 1,000 square kilometers.
In contrast, local and regional diversity of microorganisms tends to be more similar to large-scale
and global diversity because of their large population size, greater dispersal, larger range sizes,
and lower levels of regional species clustering
Biomes and biogeographic realms provide broad pictures of the distribution of
functional diversity. Functional diversity (the variety of different ecological functions in
a community independent of its taxonomic diversity) shows patterns of associations (biota
typical of wetlands, forests, grasslands, estuaries, and so forth) with geography and climate
known as biomes, with ecosystems and ecoregions being smaller divisions within biomes. These
can be used to provide first-order approximations of both expected functional diversity as well as
possible changes in the distribution of these associations should environmental conditions
change.
Temporal Patterns of Biodiversity: Background Rates of Extinction and
Biodiversity Loss. Except for the last 1,000 years, global biodiversity has been relatively
constant over most of human history, but the history of life is characterized by considerable
change. The estimated magnitude of background rates of extinction is roughly 0.1–1.0
extinctions per million species per year. Most measurements of this rate have come from
assessing the length of species’ lifetimes through the fossil record: these range over 0.5–13
million years, and possibly 0.2–16 million years. These data probably underestimate background
extinction rates because they are necessarily largely derived from taxa that are abundant and
widespread in the fossil record.
A mismatch exists between the dynamics of changes in natural systems and human
responses to those changes. This mismatch arises from the lags in ecological responses, the
complex feedbacks between socioeconomic and ecological systems, and the difficulty of
predicting thresholds. Multiple impacts (especially the addition of climate change to the mix of
forcing functions) can cause thresholds, or rapid and dramatic changes in ecosystem function
even though the increase in environmental stress has been small and constant over time.
Understanding such thresholds requires having long-term records, but such records are usually
lacking, or monitoring has been too infrequent, of the wrong periodicity, or too localized to
provide the necessary data to analyze and predict threshold behavior.
Shifts to different regimes may cause rapid substantial changes
in biodiversity, ecosystem services, and human well-being. Regime shifts have been
commonly documented in pelagic systems due to thresholds related to temperature regimes and
overexploitation. Some regime shifts are essentially irreversible, such as coral
reef ecosystems that undergo sudden shifts from coral-dominated to algal-dominated reefs. The
trigger for such phase shifts usually includes increased nutrient inputs leading to eutrophic
conditions and removal of herbivorous fishes that maintain the balance between corals and algae.
Once the thresholds (both an upper and a lower threshold) for the two ecological processes of
nutrient loading and herbivory are passed, the phase shift occurs quickly (within months), and
the resulting ecosystem—though stable—is less productive and less diverse. Consequently,
human well-being is affected not only by reductions in food supply and decreased income from
reef-related industries (diving and snorkeling, aquarium fish collecting, and so on), but also by
increased costs due to diminished ability of reefs to protect shorelines. (Algal reefs are more
prone to being broken up in storm events, leading to shoreline erosion and seawater breaches of
land). Such phase shifts have been documented in Jamaica, elsewhere in the Caribbean, and in
Indo-Pacific reefs.
Introduced invasive species can act as a trigger for dramatic changes
in ecosystem structure, function, and delivery of services. For example, the introduction of the
carnivorous ctenophore Mnemiopsis leidyi (a jellyfish-like animal) in the Black Sea caused the
loss of 26 major fisheries species and has been implicated (along with other factors) in the
subsequent growth of the oxygen-deprived “dead” zone.
What is the link between biodiversity and ecosystem services?
Species composition matters as much or more than species richness when it comes
to ecosystem services. Ecosystem functioning, and hence ecosystem services, at any given
moment in time is strongly influenced by the ecological characteristics of the most abundant
species, not by the number of species. The relative importance of a species to ecosystem
functioning is determined by its traits and its relative abundance. For example, the traits of the
dominant or most abundant plant species — such as how long they live, how big they are, how
fast they assimilate carbon and nutrients, how decomposable their leaves are, or how dense their
wood is — are usually the key species drivers of an ecosystem’s processing of matter and
energy. Thus, conserving or restoring the composition of biological communities, rather than
simply maximizing species numbers, is critical to maintaining ecosystem services.
Local or functional extinction, or the reduction of populations to the point that they
no longer contribute to ecosystem functioning, can have dramatic impacts on ecosystem
services. Local extinctions (the loss of a species from a local area) and functional extinctions (the
reduction of a species such that it no longer plays a significant role in ecosystem function) have
received little attention compared with global extinctions (loss of all individuals of a species
from its entire range). Loss of ecosystem functions, and the services derived from them,
however, occurs long before global extinction. Often, when the functioning of a local ecosystem
has been pushed beyond a certain limit by direct or indirect biodiversity alterations, the
ecosystem-service losses may persist for a long time.
Changes in biotic interactions among species — predation, parasitism, competition,
and facilitation — can lead to disproportionately large, irreversible, and often negative
alterations of ecosystem processes. In addition to direct interactions, such as predation,
parasitism, or facilitation, the maintenance of ecosystem processes depends on indirect
interactions as well, such as a predator preying on a dominant competitor such that the dominant
is suppressed, which permits subordinate species to coexist. Interactions with important
consequences for ecosystem services include pollination; links between plants and
soil communities, including mycorrhizal fungi and nitrogen-fixing microorganisms; links
between plants and herbivores and seed dispersers; interactions involving organisms that
modify habitat conditions (beavers that build ponds, for instance, or tussock grasses that increase
fire frequency); and indirect interactions involving more than two species (such as top predators,
parasites, or pathogens that control herbivores and thus avoid overgrazing of plants or algal
communities).
Many changes in ecosystem services are brought about by the removal or
introduction of organisms in ecosystems that disrupt biotic interactions or ecosystem
processes. Because the network of interactions among species and the network of linkages
among ecosystem processes are complex, the impacts of either the removal of existing species or
the introduction of new species are difficult to anticipate.
As in terrestrial and aquatic communities, the loss of individual species involved in
key interactions in marine ecosystems can also influence ecosystem processes and the
provisioning of ecological services. For example, coral reefs and the ecosystem services they
provide are directly dependent on the maintenance of some key interactions between animals and
algae. As one of the most species-rich communities on Earth, coral reefs are responsible for
maintaining a vast storehouse of genetic and biological diversity. Substantial ecosystem services
are provided by coral reefs — such as habitat construction, nurseries, and spawning grounds for
fish; nutrient cycling and carbon and nitrogen fixing in nutrient-poor environments; and wave
buffering and sediment stabilization. The total economic value of reefs and associated services is
estimated as hundreds of millions of dollars. Yet all coral reefs are dependent on a single key
biotic interaction: symbiosis with algae. The dramatic effects of climate change and variability
(such as El Niño oscillations) on coral reefs are mediated by the disruption of this symbiosis.
Biodiversity affects key ecosystem processes in terrestrial ecosystems such as
biomass production, nutrient and water cycling, and soil formation and retention — all of
which govern and ensure supporting services (high certainty). The relationship between
biodiversity and supporting ecosystem services depends on composition, relative abundance,
functional diversity, and, to a lesser extent, taxonomic diversity. If multiple dimensions of
biodiversity are driven to very low levels, especially trophic or functional diversity within an
ecosystem, both the level and stability (for instance, biological insurance) of supportive services
may decrease.
Instruction
In this unit, your assignment will be to produce a presentation based on the two combined
texts: Text 13-1 “The link between biodiversity and ecosystem services” and Text 13-2 “A
continuing loss of biodiversity”. Both are abridged after the Green Facts Express report, 2020.
Below are a few more useful phrases for your presentation.
MORE USEFUL PHRASES FOR A PRESENTATION
Presentations have the advantage that many standard phrases can be used at various
points. Perhaps you wish to welcome the audience, introduce the speaker and the topic, outline
the structure, offer a summary, or deal with questions. In all these situations, you can apply a
number of useful expressions that will make your presentation a linguistic success.
Welcome
At the beginning of each presentation, you should welcome your audience. Depending on
who you are addressing, you may extend a less formal welcome.
Hi, everyone. Welcome to “Name of the event”.
Introducing the topic
I am delighted to be here today to tell you about…
I want to make you a short presentation about…
I’d like to give you a brief breakdown of…
Starting point
Before I start, does anyone know…
As you are all aware…
I think everybody has heard about…, but hardly anyone knows a lot about it.
Transition
I’d like to recap the main points.
Well, that’s about it for this part. We’ve covered…
This leads me to my next point, which is…
Turning our attention now to…
Graphs and images
Presentations are usually full of graphs and images. Use the following phrases to give
your audience an understanding of your visuals.
Let me use a graphic to explain this.
I’d like to illustrate this point by showing you…
Let the pictures speak for themselves.
I think the graph perfectly shows how/that…
If you look at this table/bar chart/flow chart/line chart/graph, you can see that…
Unknown answer
Occasionally, it may happen that you do not have an answer to a question. That is not
necessarily a bad thing. Simply use one of the following phrases to address the fact.
That’s an interesting question. I don’t actually know off the top of my head, but I’ll try to
get back to you later with an answer.
I’m afraid I’m unable to answer that at the moment. Perhaps, I can get back to you later.
Good question. I really don’t know! What do you think?
That’s a very good question. However, I don’t have any figures on that, so I can’t give
you an accurate answer.
Unfortunately, I’m not the best person to answer that.
Conclusion
Thank you all for listening. It was a pleasure being here today.
Well, that’s it from me. Thanks very much.
That brings me to the end of my presentation. Thanks for your attention.
PART 2. THE SKILLS OF EXTENSIVE READING
THE CURRENT TRENDS IN BIODIVERSITY
Guidelines for reading DOE texts on the global trends of biodiversity
The reader has to realize that the present and would-be state of the biodiversity loss
depends on human activities having an impact on it and the consequences of the
disappearance of biodiversity. The increasingly obvious recognition of how human activities
have been responsible for the degradation, fragmentation, and destruction of ecosystems and
their biodiversity is the topic of the text below. The gradual decline in biodiversity (we are even
talking about the extinction of many species today) has many consequences for humankind. In
order to manage biodiversity, it is necessary to make inventories of diversity, to monitor change
in diversity and to make plans focused on the multidisciplinary approach. The biodiversity
science has been getting more interdisciplinary over time. A multidisciplinary research approach
encompasses economics, ecology, anthropology, landscape analysis and law to discuss the
potential of plans for development and protection of cultural and biological diversity.
Text 13-2. A CONTINUING LOSS OF BIODIVERSITY
(Abridged after the Green Facts Express report, 2020. https://www.greenfacts.
org/en/biodiversity%20/l-3/3)
How are the impacts of biodiversity loss distributed geographically?
Biodiversity use, change, and loss have improved well-being for many social groups and
individuals. But people with low resilience to ecosystem changes—mainly the
disadvantaged—have been the biggest losers and witnessed the biggest increase in not only
monetary poverty but also relative, temporary poverty and the depth of poverty.
Poor people have historically disproportionately lost access to biological products
and ecosystem services as demand for those services has grown. Local residents are often
displaced from their fishing grounds, and the fish produced are usually not for local consumption
but for export. Coastal residents often no longer have access to cheap protein or sources of
income
The increase in international trade of biological products has improved the wellbeing for many social groups and individuals, especially in countries with well-developed
markets and trade rules and among people in developing countries who have access to the
biological products. However, many groups have not benefited from such trade. Conflicts
between competing social groups or individuals over access to and use of biological
products and ecosystem services have contributed to declines in well-being for some groups
and improvements for others.
One of the main reasons some countries, social groups, or individuals, especially the
disadvantaged, are more severely affected by biodiversity and ecosystem changes is limited
access to substitutes or alternatives. When the quality of water deteriorates, the rich have the
resources to buy personal water filters or imported bottled water that the poor can ill afford.
Similarly, urban populations in developing countries have easier access to clean energy sources
because of easy access to the electrical grid, while rural communities have fewer choices. Many
industrial countries maintain seed banks in response to the rapid rate of loss of crop genetic
diversity and to make existing genetic diversity more readily available to plant breeders.
Most poverty statistics are only available at an aggregate level. These tend to hide
pockets of poverty existing sometimes within traditionally defined “wealthy” regions or
provinces. Therefore, using aggregate data to understand and establish links between biodiversity
loss, ecosystem changes, and well-being can be quite misleading.
What are the current trends in biodiversity?

Current rates of loss exceed those of the historical past by several orders of
magnitude and show no indication of slowing.
 Biodiversity is declining rapidly due to land use change, climate
change, invasive species, overexploitation, and pollution. These result from
demographic, economic, sociopolitical, cultural, technological, and
other indirect drivers.
 While these drivers vary in their importance among ecosystems and regions,
current trends indicate a continuing loss of biodiversity.
Recent and Current Trends in Biodiversity.
Across the range of biodiversity measures, current rates of change and loss exceed
those of the historical past by several orders of magnitude and show no indication of
slowing. At large scales, across biogeographic realms and ecosystems (biomes), declines in
biodiversity are recorded in all parts of the habitable world. Among well-studied groups
of species, extinction rates of organisms are high and increasing (medium certainty), and at local
levels both populations and habitats are most commonly found to be in decline.
Virtually all of Earth’s ecosystems have now been dramatically transformed
through human actions. More land was converted to cropland in the 30 years after 1950 than in
the 150 years between 1700 and 1850. Between 1960 and 2000, reservoir storage capacity
quadrupled and, as a result, the amount of water stored behind large dams is estimated to be three
to six times the amount held by rivers. Some 35% of mangroves have been lost in the last two
decades in countries where adequate data are available (encompassing about half of the
total mangrove area). Roughly 20% of the world’s coral reefs have been destroyed and an
additional 20% have been degraded. Although the most rapid changes in ecosystems are now
taking place in developing countries, industrial countries historically experienced comparable
changes.
The biomes with the highest rates of conversion in the last half of the 20th century were
temperate, tropical, and flooded grasslands and tropical dry forests (more than 14% lost between
1950 and 1990). Areas of particularly rapid change in terrestrial ecosystems over the past two
decades include:
o the Amazon basin and Southeast Asia (deforestation and expansion of croplands);
o Asia (land degradation in drylands); and
o Bangladesh, Indus Valley, parts of Middle East and Central Asia, and the Great Lakes
region of Eastern Africa.
Habitat conversion to agricultural use has affected all biogeographical realms. In all
realms (except Oceania and Antarctica), at least a quarter of the area had been converted to other
land uses by 1950, and in the Indo-Malayan realm almost half of the natural habitat cover had
been converted. In the 40 years from 1950 to 1990, habitat conversion has continued in nearly all
realms. The temperate northern realms of the Nearctic and Palearctic are currently extensively
cultivated and urbanized; however, the amount of land under cultivation and pasture seems to
have stabilized in the Nearctic, with only small increases in the Palearctic in the last 40 years.
The decrease in extensification of land under agricultural use in these areas is counterbalanced
by intensification of agricultural practices in order to ensure continued food production for
expanding human populations. Within the tropics, rates of land conversion to agricultural use
range from very high in the Indo-Malayan realm to moderate in the Neotropics and the
Afrotropics, where large increases in cropland area have taken place since the 1950s. Australasia
has relatively low levels of cultivation and urbanization, but these have also increased in the last
40 years at a similar rate to those of the Neotropics.
The majority of biomes have been greatly modified. Between 20% and 50% of 9 out
of 14 global biomes have been transformed to croplands. Tropical dry forests were the most
affected by cultivation between 1950 and 1990, although temperate grasslands, temperate
broadleaf forests, and Mediterranean forests each experienced 55% or more conversion prior to
1950. Biomes least affected by cultivation include boreal forests and tundra. While cultivated
lands provide many provisioning services (such as grains, fruits, and meat), habitat conversion to
agriculture typically leads to reductions in local native biodiversity.
Rates of human conversion among biomes have remained similar over at least the
last century. For example, boreal forests had lost very little native habitat cover up to 1950 and
have lost only a small additional percentage since then. In contrast, the temperate grasslands
biome had lost nearly 70% of its native cover by 1950 and lost an additional 15.4% since then.
Two biomes appear to be exceptions to this pattern: Mediterranean forests and temperate
broadleaf forests. Both had lost the majority of their native habitats by 1950 but since then have
lost less than 2.5% additional habitat. These biomes contain many of the world’s most
established cities and most extensive surrounding agricultural development (Europe, the United
States, the Mediterranean basin, and China). It is possible that in these biomes the most suitable
land for agriculture had already been converted by 1950.
Over the past few hundred years, humans have increased the species extinction rate
by as much as three orders of magnitude (medium certainty). This estimate is only of medium
certainty because the extent of extinctions of undescribed taxa is unknown, the status of many
described species is poorly known, it is difficult to document the final disappearance of very rare
species, and there are extinction lags between the impact of a threatening process and the
resulting extinction. However, the most definite information, based on recorded extinctions of
known species over the past 100 years, indicates extinction rates are around 100 times greater
than rates characteristic of species in the fossil record. Other less direct estimates, some of which
model extinctions hundreds of years into the future, estimate extinction rates 1,000 to 10,000
times higher than rates recorded among fossil lineages
Between 12% and 52% of species within well-studied higher taxa are threatened
with extinction, according to the The International Union for Conservation of Nature (IUCN)
Red List. Less than 10% of named species have been assessed in terms of their conservation
status. Of those that have, birds have the lowest percentage of threatened species, at 12%. The
patterns of threat are broadly similar for mammals and conifers, which have 23% and 25% of
species threatened, respectively. The situation with amphibians looks similar, with 32%
threatened, but information is more limited, so this may be an underestimate. Cycads have a
much higher proportion of threatened species, with 52% globally threatened. In regional
assessments, taxonomic groups with the highest proportion of threatened species tended to be
those that rely on freshwater habitats. Threatened species show continuing declines in
conservation status, and species threat rates tend to be highest in the realms with highest species
richness.
Threatened vertebrates are most numerous in the biomes with intermediate levels
of habitat conversion. Low-diversity biomes (such as boreal forest and tundra) have
low species richness and low threat rates and have experienced little conversion. Very highly
converted habitats in the temperate zone had lower richness than tropical biomes, and many
species vulnerable to conversion may have gone extinct already. It is in the high-diversity,
moderately converted tropical biomes that the greatest number of threatened vertebrates are
found.
Among a range of higher taxa, the majority of species are currently in
decline. Studies of amphibians globally, African mammals, birds in agricultural lands, British
butterflies, Caribbean corals, waterbirds, and fishery species show the majority of species to be
declining in range or number. Increasing trends in species can almost always be attributed to
management interventions, such as protection in reserves, or to elimination of threats such as
overexploitation, or they are species that tend to thrive in human-dominated landscapes. An
aggregate indicator of trends in species populations, the Living Planet Index, uses published data
on trends in natural populations of a variety of wild species to identify overall trends in species
abundance. Although more balanced sampling would enhance its reliability, the trends are all
declining, with the highest rate in freshwater habitats.
Genetic diversity has declined globally, particularly among domesticated species. In
cultivated systems, since 1960 there has been a fundamental shift in the pattern of intra-species
diversity in farmers’ fields and farming systems as a result of the Green Revolution.
Intensification of agricultural systems coupled with specialization by plant breeders and the
harmonizing effects of globalization have led to a substantial reduction in the genetic diversity of
domesticated plants and animals in agricultural systems. The on-farm losses of genetic diversity
of crops have been partially offset by the maintenance of genetic diversity in gene banks. A third
of the 6,500 breeds of domesticated animals are threatened with extinction due to their very
small population sizes. In addition to cultivated systems, the extinction of species and loss of
unique populations that has taken place has resulted in the loss of unique genetic diversity
contained in those species and populations. This loss reduces overall fitness and adaptive
potential, and it limits the prospects for recovery of species whose populations are reduced to
low levels.
Globally, the net rate of conversion of some ecosystems has begun to slow, and in
some regions ecosystems are returning to more natural states largely due to reductions in
the rate of expansion of cultivated land, though in some instances such trends reflect the
fact that little habitat remains for further conversion. Generally, opportunities for further
expansion of cultivation are diminishing in many regions of the world as the finite proportion of
land suitable for intensive agriculture continues to decline. Increased agricultural productivity is
also lowering pressures for agricultural expansion. Since 1950, cropland areas in North America,
Europe, and China have stabilized, and even decreased in Europe and China. Cropland areas in
the former Soviet Union have decreased since 1960. Within temperate and boreal zones, forest
cover increased by approximately 3 million hectares per year in the 1990s, although about half of
this increase consisted of forest plantations.
Biotic homogenization, defined as the process whereby species assemblages become
increasingly dominated by a small number of widespread species, represents further losses
in biodiversity that are often missed when only considering changes in absolute numbers of
species. Human activities have both negative and positive impacts on species. The many species
that are declining as a result of human activities tend to be replaced by a much smaller number of
expanding species that thrive in human-altered environments. The outcome is a more
homogenized biosphere with lower species diversity at a global scale. One effect is that in some
regions where diversity has been low because of isolation, the species diversity may actually
increase—a result of invasions of non-native forms (this is true in continental areas such as the
Netherlands as well as on oceanic islands). Recent data also indicate that the many losers and
few winners tend to be non-randomly distributed among higher taxa and ecological groups,
enhancing homogenization.
While biodiversity loss has been a natural part of the history of Earth’s biota, it has
always been countered by origination and, except for rare events, has occurred at
extremely slow rates. Currently, however, loss far exceeds origination, and rates are orders
of magnitude higher than average rates in the past. Recall that biodiversity loss is not just
global extinction, such as that faced by many threatened and endangered species, but declines in
genetic, ecosystem, and landscape diversity are considered bio-diversity loss as well. Even if
every native species were retained in an ecological preserve, if the majority of the landscape has
been converted to high-intensity monoculture cropland systems, then biodiversity has declined
significantly. Landscape homogenization is linked to biotic homogenization.
The patterns of threat and extinction are not evenly distributed among species but
tend to be concentrated in particular ecological or taxonomic groups. Ecological traits
shared by species facing high extinction risk include high trophic level, low population density,
long lifespan, low reproductive rate, and small geographical range size. The degree of extinction
risk also tends to be similar among related species, leading to the likelihood that entire
evolutionary radiations can and have been lost. The majority of recorded species extinctions
since 1500 have occurred on islands. However, predictions of increasing numbers of future
extinctions suggest a significant shift from island to continental areas.
Instruction
In this unit, your assignment is to produce a presentation based on the two combined
texts: Text 13-1 “The link between biodiversity and ecosystem services” and Text 13-2 “A
continuing loss of biodiversity”. Both are abridged after the Green Facts Express report, 2020.
You are well aware that presentation is an activity in which someone shows, describes, or
explains something to a group of people, a speech or talk in which a new product, idea, or piece
of work is shown and explained to an audience. In your presentation you should convince your
potential audience that 1) human activities are accountable for the loss of biodiversity and 2) it is
the multidisciplinary approach that can find ways to stop biodiversity decline. See Instruction for
Units 7, 8 and 12.
Presentation skills are the skills you need in delivering effective and engaging
presentations to a variety of audiences. These skills cover a variety of areas such as the structure
of your presentation, the design of your slides, the tone of your voice and the body language you
convey.
Structure
Structure is important because a well-organized presentation creates an impression that
you know what you are talking about-you will gain the audience's trust and they will be more
likely to listen to you. A structure provides a logical flow so that you can provide the information
that the audience needs to follow your presentation. The structure will help you become more
comfortable following this flow. There is a natural structure to presenting and the following
structure formalizes this process.
Purpose
To determine your purpose, ask the question: "What are the main points I want my
audience to take away from my presentation"? This provides focus for you and the audience is
clear on what they will gain listening to your presentation.
Audience pre-assessment
It is important to identify the characteristics, knowledge and needs of your audience so
that you are delivering the 'right' presentation to the 'right' audience. Know who your audience is,
what they want/need to know and what is their background. This step is done before the
presentation or throughout.
Opening your Presentation/Bridge
This is also known as the hook. It is designed to grab the audience's attention and provide
them with a reason to be interested in the presentation.
Body of Presentation
This is the major portion of the presentation. It is necessary that it connects directly to
your purpose or bridge. Cover enough points to achieve your purpose (no more) and be sure to
support your points clearly and concisely.
Closing your Presentation
This is the final impression that you will leave with your audience-make sure it is a
strong one. Connect back to your purpose and let them know where you have been. Leave your
audience with a clear understanding of your points.
UNIT 14. BIODIVERSITY IS THE SUM OF ALL LIFE ON EARTH
Guidelines for reading DOE texts on biodiversity
Human beings are an integral and inseparable part of the natural world. Our existence and
health ultimately depend on the integrity and functioning of ecosystems. The value of
biodiversity and ecosystem services is in building and protecting physical and mental health.
Within and around cities, green infrastructure is the network of green spaces and other
environmental features, which sustains biodiversity and brings benefits to human health and
well-being. Biodiversity is one of the primary foundations for human physical and psychological
health and wellbeing. The benefits which biodiversity and ecosystem services can bring to
people are numerous and occur at many levels. Not only are biodiversity and ecosystem services
fundamental to life with the provision of air, water and other essential resources, but they also
contribute to climate regulation and thus provide people with a favorable living environment.
PART 1. THE SKILLS OF INTENSIVE READING
Text 14-1. WHAT IS BIODIVERSITY AND WHERE IS IT FOUND?
(Abridged after the Green Facts Express report, 2020. https://www.greenfacts.
org/en/biodiversity%20/l-3/3)
Biodiversity is the variability among living organisms from all sources, including
terrestrial, marine, and other aquatic ecosystems and the ecological complexes of which they are
part; this includes diversity within species, between species, and of ecosystems.
The air you breathe and the food you eat all rely on biodiversity, which is in perilous
decline because of us. What we do in the next few years will determine the fate of biodiversity,
and life on Earth.
Biodiversity is the sum of all life on earth. Every single individual lifeform from the
smallest bacteria in the soil to the largest whale in the sea, is a component of Earth’s
biodiversity. But biodiversity doesn’t stop at the individual. Biodiversity is also the relationships
between these lifeforms and their habitat. That includes the relationship between plankton and
whales that help produce oxygen in the atmosphere, seeds and rhinos that help plant forests, and
bacteria and plants that change the chemistry of soils.
Biodiversity is an abbreviation of the term “biological diversity” which was coined in the
mid-1980s with the help of the legendary tropical biologist, Thomas Lovejoy. In the sciences,
biodiversity is measured at several levels: genetic, species, communities, and ecosystems.
Humans are very much a member of the biodiversity community, and our own cultural diversity
is increasingly recognized to be a product of local biodiversity. Culture is closely connected to
the wild nature from which human communities emerge. The term “bio-cultural diversity”
describes the relationship between human culture and the surrounding ecology.
Biodiversity tends to be far higher in the tropics than in cold, polar regions, meaning that
in the tropics there are the most species, more genetic data, and more complex ecological
interactions. Still, even the coldest, darkest regions, from the polar seas to the deepest caves, are
rich in lifeforms. And each and every one of these lifeforms contributes something important to
the chemistry of their, and our, environment.
The highest quality biodiversity is often found in two types of places: protected area
wildlands and those territories stewarded by Indigenous Peoples.
Earth’s biodiversity is its most valuable and most necessary resource. Biodiversity is
the primary source of Earth’s biosphere – the life web that produces everything humans need
most: food, water, many modern medicines, and air. While other planets are likely rich in
minerals of high monetary value here on Earth, no other planet that we know of have the
conditions necessary for human civilization.
Earth’s biodiversity is the very basis for our own survival. This is demonstrated
repeatedly, across the planet, at the macro and microscopic scale. Without plants, there would be
no oxygen. Without bees, many of our crops would vanish. Other benefits of biodiversity are
even more fundamental. The hardwood trees in the rainforests that are our most effective aboveground carbon sinks are also the product of the relationship between seeds and the fruit-eating
animals that eat them. Trees are up to 500x more likely to germinate when the seeds have first
passed through the digestion system of a bat, monkey, or elephant.
Microscopic biodiversity in our soils creates the chemical conditions necessary for
healthy, abundant, and sustainable crops. Many new medicines are found in nature, including
cancer fighting fungi and pain killing tree resins.
Region-to-region differences in ecosystem processes are driven mostly by climate,
resource availability, disturbance, and other extrinsic factors and not by differences
in species richness (high certainty). In natural ecosystems, the effects of abiotic and land
use drivers on ecosystem services are usually more important than changes in species richness.
Plant productivity, nutrient retention, and resistance to invasions and diseases sometimes grow
with increasing species numbers in experimental ecosystems that have been reduced to low
levels of biodiversity. In natural ecosystems, however, these direct effects of increasing species
richness are usually overridden by the effects of climate, resource availability, or disturbance
regime.
Losses of biodiversity may reduce the capacity for adjustment to changing
environments (that is, ecosystem stability or resilience, resistance, and biological
insurance) (high certainty). The loss of multiple components of biodiversity, especially
functional and ecosystem diversity at the landscape level, will lead to lowered ecosystem
stability (high certainty). There is evidence that a large number of resident species, including
those that are rare, may act as “insurance” that buffers ecosystem processes in the face of
changes in the physical and biological environment (such as changes in precipitation,
temperature, pathogens). As tragically illustrated by social conflict and humanitarian crisis over
droughts, floods, and other ecosystem collapses, stability of ecosystems underpins most
components of human well-being, including health, security, satisfactory social relations, and
freedom of choice and action.
Invasion resistance. The preservation of the number, types, and relative abundance
of resident species can enhance invasion resistance in a wide range of natural and seminatural ecosystems (medium certainty). Although areas of high species richness (such
as biodiversity hot spots) are more susceptible to invasion than species-poor areas, within a
given habitat the preservation of its natural species pool appears to increase its resistance to
invasions by non-native species.
Pollination is essential for the provision of plant-derived ecosystem services, yet
there have been worldwide declines in pollinator diversity (medium certainty). Many fruits
and vegetables require pollinators, thus pollination services are critical to the production of a
considerable portion of the vitamins and minerals in the human diet. Although there is no
assessment at the continental level, documented declines in more-restricted geographical areas
include mammals (lemurs and bats, for example) and birds (hummingbirds and sunbirds, for
instance), bumblebees in Britain and Germany, honeybees in the United States and some
European countries, and butterflies in Europe. Estimates of the global annual monetary value of
pollination vary widely, but they are in the order of hundreds of billions of dollars.
Climate regulation. Biodiversity influences climate at local, regional, and global
scales, thus changes in land use and land cover that affect biodiversity can affect
climate. The important components of biodiversity include plant functional diversity and the
type and distribution of habitats across landscapes. These influence the capacity of
terrestrial ecosystems to sequester carbon, albedo (proportion of incoming radiation from the Sun
that is reflected by the land surface back to space), evapotranspiration, temperature, and fire
regime—all of which influence climate, especially at the landscape, ecosystem, or biome levels.
For example, forests have higher evapotranspiration than other ecosystems, such as grasslands,
because of their deeper roots and greater leaf area.
The diversity of habitats in a landscape exerts additional impacts on climate across
multiple scales. Landscape-level patches (>10 kilometers in diameter) that have lower albedo
and higher surface temperature than neighboring patches create cells of rising warm air above
the patch (convection). This air is replaced by cooler moister air that flows laterally from
adjacent patches (advection). Climate models suggest that these landscape-level effects can
substantially modify local-to-regional climate.
Some components of biodiversity affect carbon sequestration and thus are
important in carbon-based climate change mitigation when afforestation, reforestation,
reduced deforestation, and biofuel plantations are involved (high certainty). Particularly
important is how fast plants can grow, which governs carbon inputs, and woodiness, which
enhances carbon sequestration because woody plants tend to contain more carbon, live longer,
and decompose more slowly than smaller herbaceous plants. Plant traits also influence the
probability of disturbances such as fire, windthrow, and human harvest, which temporarily
change forests from accumulating carbon to releasing it.
The major importance of marine biodiversity in climate regulation. The ocean,
through its sheer volume and links to the terrestrial biosphere, plays a huge role in cycling of
almost every material involved in biotic processes. Of these, the anthropogenic effects on carbon
and nitrogen cycling are especially prominent. Biodiversity influences the effectiveness of the
biological pump that moves carbon from the surface ocean and sequesters it in deep waters and
sediments. Some of the carbon that is absorbed by marine photosynthesis and transferred through
food webs to grazers sinks to the deep ocean as fecal pellets and dead cells.
Pest, disease, and pollution control. The maintenance of natural pest control
services, which benefits food security, rural household incomes, and national incomes of
many countries, is strongly dependent on biodiversity. Yields of desired products from
agroecosystems may be reduced by attacks of animal herbivores and microbial pathogens, above
and below ground, and by competition with weeds. High-biodiversity agriculture has cultural
and aesthetic value and can reduce many of the externalized costs of irrigation, fertilizer,
pesticide, and herbicide inputs associated with monoculture agriculture.
The marine microbial community. Some marine organisms provide the ecosystem
service of filtering water and reducing effects of eutrophication. Some marine microbes can
degrade toxic hydrocarbons, such as those in an oil spill, into carbon and water, using a process
that requires oxygen. Thus, this service is threatened by nutrient pollution, which generates
oxygen deprivation.
Biodiversity is essentially everywhere. The virtual omnipresence of life on Earth is
seldom appreciated because most organisms are small (<5 centimeters); their presence is sparse,
ephemeral, or cryptic, or, in the case of microbes, they are invisible to the unaided human eye.
North-temperate regions often have usable data on spatial distributions of many taxa, and some
groups (such as birds, mammals, reptiles, plants, butterflies, and dragonflies) are reasonably well
documented globally. Biogeographic principles (such as gradients in species richness associated
with latitude, temperature, salinity, and water depth) or the use of indicators can supplement
available biotic inventories. Global and sub-global maps of species richness provide valuable
pictures of the distribution of biodiversity.
A large proportion of the world’s terrestrial biodiversity at the species level is
concentrated in a small part of the world, mostly in the tropics. Even among the larger and more
mobile species, such as terrestrial vertebrates, more than one third of all species have ranges of
less than 1,000 square kilometers. In contrast, local and regional diversity of microorganisms
tends to be more similar to large-scale and global diversity because of their large population size,
greater dispersal, larger range sizes, and lower levels of regional species clustering.
What competing goals can affect biodiversity? When society has multiple goals,
many of which depend on biodiversity, ecosystem services, and the many constituents
of well-being, difficult decisions involving trade-offs among competing goals have to be
made. The value of ecosystem services lost to human society, in the long term, may greatly
exceed the short-term economic benefits that are gained from transformative activities. In Sri
Lanka, for example, the clearing of tropical forest for agriculture initially reduced the habitat for
forest-adapted anopheline mosquito vectors of malaria. But in due course, other
vector species occupied the changed habitat, contributing to the resurgence of malaria.
Many of the changes in biodiversity and ecosystems have been made to enhance
the production of specific ecosystem services such as food production. But only 4 of the 24
ecosystem services examined in this assessment have been enhanced: crops,
livestock, aquaculture, and (in recent decades) carbon sequestration, while 15 services have
been degraded. The degraded services include capture fisheries, timber production, water
supply, waste treatment and detoxification, water purification, natural hazard protection,
regulation of air quality, regulation of regional and local climate, regulation of erosion, and many
cultural services (the spiritual, aesthetic, recreational, and other benefits of ecosystems).
Modifications of ecosystems to enhance one service generally have come at a cost to other
services that the ecosystem provided. An aquaculture farmer, for instance, may gain material
welfare from management practices that increase soil salinization and thereby reduce rice yields
and threaten food security for nearby subsistence farmers.
Trade-off analysis aided by qualitative and quantitative values for biodiversity and
services can help decision-makers make intelligent decisions among competing goals. Such
analysis can identify management strategies that generate efficient outcomes in which it is not
possible to increase one objective without decreasing another. Second, it can show the extent to
which current decisions are inefficient and help identify opportunities for improving the status
quo. Third, it illustrates the nature of the trade-offs between goals once the efficiency frontier has
been reached.
What is the value of biodiversity for human well-being? The importance
of biodiversity and natural processes in producing ecosystem services that people depend on
is not captured in financial markets. Unlike goods bought and sold in markets, many
ecosystem services do not have markets or readily observable prices. However, lack of a price
does not mean lack of value. Existence value of species and other “non-use” values pose a
greater challenge to those who would try to measure the complete value of conserving
biodiversity and natural processes. Combinations of irreversible actions, such as species
extinction, and uncertainty give rise to option value (such as the value of maintaining flexibility,
keeping options open, until uncertainty is resolved). Though clear in theory, getting reasonable
estimates of option value is difficult in practice.
Private and social values of conserving biodiversity and natural systems often differ
widely. The private use value of biodiversity and ecosystem services by individuals will
typically ignore the “external” benefits of conservation that accrue to society in general. For
example, a farmer may benefit from intensive use of the land but generally does not bear all the
consequences caused by leaching of excess nutrients and pesticides into ground or surface water,
or the consequences of loss of habitat for native species.
The indirect values of biodiversity conservation can be highly significant in
comparison with the direct economic values derived from a particular area. In existing
economic studies of changes to biodiversity in specific locations (such as the conversion
of mangrove forests, degradation of coral reefs, and clear-felling of forests), the costs
of ecosystem conversion are often found to be significant and sometimes exceed the benefits of
the habitat conversion.
The depletion and degradation of many ecosystem services represents the loss of a
capital asset that is poorly reflected in conventional indicators of economic growth or
growth in human well-being. A country could cut its forests and deplete its fisheries, and this
would show only as a positive gain to GDP, despite the loss of the capital asset. (GDP measures
the flow of economic benefits from the use of these resources, but the depletion of the capital
asset is not reflected.) Moreover, many ecosystem services are available freely to those who use
them (fresh water in aquifers, for instance, and the use of the atmosphere as a sink for pollutants)
and so again their degradation is not reflected in standard economic measures. They significantly
change the balance sheet for countries with economies largely dependent on natural resources.
Instruction
In this unit, your assignment will be to write an essay about the biodiversity as the sum of
all life on Earth based on the two combined texts of Unit 14. As an interim step approaching you
to coping with this assignment you will have to discuss what and where the biodiversity is, and
express your personal view and the attitude of the general public in your country. Even if you
don’t think of personally being involved in preserving the biodiversity you may well have some
ideas for your essay to be shared with your teacher and fellow students.
Essay writing is a key component to academic success at every level. It is, essentially, the
way in which people within the academic community communicate with each other. Thus, there
are fundamental ways in which academics structure their work and formal ways of
communicating what they have to say. Writing essays is not simply a hoop for students to jump
through. The vast majority of instructors and professors also write essays at a professional level,
and they do not ask of their students anything less than the standard that is asked of them. Where
too many students go wrong in writing their essays is in either failing to plan ahead (not giving
sufficient, care, thought, or time to the process) or in not understanding the expectations of essay
writing. Of these expectations, appropriate and effective essay structure is critical. Students often
lose valuable marks by failing to structure their essays clearly and concisely to make the best of
their ideas. So how do you structure academic writing? What is the best essay structure format?
First, consider what an essay is. What is it supposed to do? At its core an essay is simply an
argument. Now, by argument we don’t mean a slanging match between two angry people.
Rather, we are talking about a formal argument. An idea or a claim, which is supported by logic
and/or evidence. Imagine the following scenario: you feel the time has come to protect
biodiversity in your area. Imagine yourself making out a program and requesting the authorities
to accept it. Almost automatically, your mind formulates a rhetorical structure. There are
effective and ineffective ways of asking of making such a request. The effective strategy will
have a logic and an order. You will firstly claim that the time is high for the biodiversity to be
protected. And you will give evidence to support why you think so. And so on. And you would
probably wrap up your discussion with an overview of why protecting the biodiversity is
important. And that is fundamentally an essay. Every good essay has three basic parts: an
introduction, a body, and a conclusion.
PART 2. THE SKILLS OF EXTENSIVE READING
THE
INTERDEPENDENCE
OF
URBANIZATION
BIODIVERSITY
AND
Guidelines for reading DOE texts on urbanization and biodiversity
Specializing in multidisciplinary approach to your university course you should keep in
mind that patterns of urbanization, biodiversity, and ecosystem services at the global scale
are inextricably linked to the biophysical world, although these linkages are increasingly
difficult to clearly identify. The matter is in the fact that cities both impact and depend upon the
biophysical environment. Urbanization is both the cause of societal or environmental problems
and the solution to many problems, depending on the time-scale and scope of the analysis.
Urbanization impacts biodiversity and ecosystem services both directly and indirectly. Direct
impacts primarily consist of habitat loss and degradation, altered disturbance regimes, modified
soils and other physical transformations caused by the expansion of urban areas. Indirect impacts
include changes in water and nutrient availability, increases in abiotic stressors such as air
pollution, increases in competition from non-native species, and changes in herbivory and
predation rates
Text 14-2 EFFECTS OF URBANIZATION ON BIODIVERSITY
(Abridged after R. McDonald, P. Marcotullio, B. Güneralp. Urbanization and
Global Trends in Biodiversity and Ecosystem Services. Springerlink, 2013)
Cities Both Impact and Depend on the Environment
City growth and the urbanization process are linked with biophysical and ecological
processes. The totality of these linkages is often too daunting to track down; therefore,
researchers tend to adopt one of two primary modes of analysis to dissect the interaction between
cities and the environment.
One mode of analysis of urban/environment interactions is to focus on the impact of
urban areas upon biodiversity or ecosystem services. These impacts can occur over a range of
spatial scales. At a very local scale, the pattern of urban development determines how natural
habitat is fragmented, which affects how native biodiversity is impacted and where invasive
species become established.
A second mode of analysis of urban/environment interactions is to study the dependence
of urbanites on biodiversity and ecosystem services. Dependencies can occur over a range of
scales, just like impacts. To be a true ecosystem service, a desirable ecosystem process has to
occur near consumers of that service. The degree to which proximity is essential—the
transportability of an ecosystem service—varies from service to service. Urban street trees, for
instance, provide shade to urbanites over a scale of tens of meters. At a watershed scale, many
cities depend on natural habitat to provide an adequate supply of clean water. At a global level,
urbanites depend on the climate regulation services supplied by ecosystems.
Urbanization as a Problem and a Solution
Global urbanization has been an uneven process, both temporally and geographically.
The increase in the global urban population began slowly. In 1800, around 3 % of humanity
lived in cities, with an estimated 1.7 % of global population in cities of 100,000 or more and 2.4
% of global population in cities of 20,000 or more. As late as 1900, the share of the world’s
population living within cities of these sizes remained less than 10 %. By 1950, however,
estimates suggest that approximately 729 million people worldwide lived in all cities; this
number corresponded to 29 % of the global population. Subsequently global urbanization
increased rapidly. By 1960 there were approximately 998 million in the world’s cities, by 1985
there were 1.98 billion, and by 2010 there were 3.49 billion. This amounts to adding 67.5 million
people to the urban population each year. The UN suggests that the numbers of people moving to
cities annually will continue to increase until around 2030, when more than 72 million people are
predicted to be added to cities annually. Thereafter the annual additions are expected to decline
(for further discussion on population projections.
In terms of geographical variability, urbanization has reached high levels in the
developed world, both of which largely manifest in the temperate zone. Generally, cities in these
Northern areas are now growing more slowly than those of the South and some are even
contracting in terms of population. At the same time, urbanization is increasing in the developing
world, much of which is located in the tropics and sub-tropics. In these locations, cities are
absorbing large numbers of people.
This viewpoint of cities as a source of environmental problems, however, often rests on a
relatively simple scope of analysis. A simple equation for calculating such an impact is the socalled I = PAT equation, where Impact (e.g., tons of greenhouse gases emitted) equals the
number of People times the Affluence (e.g., energy consumption per capita) times the
Technology (e.g., tons of greenhouse gases emitted per unit energy). If total impact from an
urban area is the scope of analysis, then in most cases larger cities will cause a larger impact on
the environment, for the simple reason that the population is larger. By this logic, a city of zero
population size would have zero environmental impact.
However, the process of urbanization also influences both the Affluence and Technology
terms in the I = PAT equation, in sometimes complex ways. Incomes tend to be greater in cities
than in rural areas, and greater in bigger cities than in smaller cities, which can sometimes
increase resource consumption. However, there are often efficiencies that are gained with dense
settlement. Studies in the United States, for example, have pointed out that residents of cities
consume less energy per-capita and therefore generate less greenhouse gas emissions per-capita.
Similarly, urban residents in the United States eat less beef and pork than their rural counterparts.
In the developing world, in contrast, those in cities consume more meat than their rural
counterparts, which appears to be primarily due to the increase in income in urban households
rather than changes in dietary preferences associated with living in a city.
Urbanization is a multifaceted process, and it is very difficult to specify what would have
happened to the environment in a society if urbanization did not occur. Urbanization is promoted
by numerous factors, including: increased ease of communications and transport, economies of
scale and agglomeration economies, increased personal contact among workers and
entrepreneurs, and efficiency gains from the high population density in cities. As people move to
cities, they leave the agricultural sector for employment in industry and services, thus
substantially changing the economies of nations as they urbanize. Urbanization is also associated
with changes in population structure and decreases in fertility. These dynamics bring substantial
benefits for and changes to industries and society. Thus, from the perspective of the economic
development and human well-being of a nation, urbanization is often an integral part of the
solution.
Global Urbanization and Biodiversity
Biological diversity is an essential component of many invaluable ecosystem services
for human material welfare and livelihoods. For example, many components of people’s homes
are provided, regulated or supported by biodiversity, including food, the wood in the building,
fresh water from taps and fuel in stoves. Nitrogen fixation is important for biological
productivity, and only a few plants such as legumes can perform this service. Preserved forests
close to coffee-plant flowers, provide reliable sources of pollinators, which have been
estimated to improve coffee yields by 20 %. Biodiversity contributes to human security,
resiliency, health and freedom of choices and actions. Moreover, biodiversity preservation is a
goal in itself, as articulated in the Convention on Biological Diversity and many national-level
laws (e.g., the Endangered Species Act in the United States).
Despite these important contributions to society, biodiversity is declining. Researchers
have identified a sixth great extinction event promoted by anthropogenic activities. Human
actions are fundamentally and irreversibly changing the diversity of life on the planet. Rates of
extinction continue to increase and the number of species threatened continue to grow.
The Global Distribution of Biological Diversity
Biodiversity can be examined a number of different ways. While species richness and
endemism vary unevenly across the Earth’s surface, a number of broad trends have been
observed.
Species richness is generally higher in high productivity sites like tropical rain forests
and lower in low productivity sites like arctic tundra, for unclear reasons. The pattern of
distribution is called the latitudinal geographic gradient because the highest levels of
biodiversity are found near the equator and they drop off as one moves towards the poles. This
pattern holds true for major taxa (classes, orders and families) for microbes, plants and animals
in both terrestrial and aquatic systems. The latitudinal gradient is superimposed on a number of
other gradients including distance to coast, position within a peninsula, and topographic
position.
Species endemism is the number of species unique to one location and is a major
concern to conservationists. Examples of endemic species include the Devil’s Hole pupfish
(Cyprinodon diabolis) from the United States, Australia’s koala (Phascolarctos cinereus) and
many different species of cichlid fish found in Lakes Victoria, Tanganyika and Malawi.
Endemism is distributed very differently from species richness. While species richness is low
on isolated islands, endemism is high in proportional terms, as the geographic isolation of biota
leads to speciation that fills empty niches. Coastal areas are places with a high degree of
marine and terrestrial endemism because of the high habitat diversity.
Direct Impact of Urbanization on Biodiversity
Cities are concentrated along coastlines and some islands as well as major river
systems, which also happen to be areas of high species richness and endemism. Ecologists
have explained this pattern by examining the correlation between human population density
and productivity, while urban historians have focused on the importance of freshwater and
marine trade routes for city formation.
The most direct impact of cities on biodiversity is the change in land cover associated
with urban growth. Urban growth is clearly a significant global driver of land-use conversion
and deforestation. Urban areas occupy approximately 3 % of the Earth’s land surface, although
the actual number varies significantly depending on the definition of urban and the spatial
grain of analysis.
The spatial correlation between urban growth and endemism means urban growth has
already impacted biodiversity significantly analyzed the implications of urban areas circa 1995
for ecoregions, protected areas across the world, and rare species. The effect of urban areas is
concentrated in certain localities. The majority of terrestrial ecoregions (comprising 62 % of
the Earth’s land surface) are currently less than 1 % urbanized and will experience little change
through 2030. However, around 10 % of terrestrial vertebrates are in ecoregions that are
heavily impacted by urbanization, even though these ecoregions only represent 0.3 % of the
Earth’s land surface. These ecoregions are concentrated along coasts and on islands, which are
generally areas of high endemism. In addition, urban areas seem to have increased the threat to
survival of certain vertebrate species, especially those having smaller ranges. Most of this
threat is in middle and low-income countries, which raises questions about the institutional
capacity to act against potential adverse effects of urban expansion on biodiversity.
Different impacts will materialize at varying distances from urban areas and ecological
mechanisms often link protected areas to surrounding lands. It is worth noting that some of
these effects are positive such as recreational activities and logistical advantages provided by
close proximity to ecosystem services provision areas within protected areas.
A great proportion of the world’s terrestrial protected areas are also within 50 km of a
city. Almost half of the case studies (47 %) in a meta-analysis on global urban expansion are
found within 10 km of a terrestrial protected area. The average annual rate of urban land
expansion of these cities from 1970 to 2000 is greater than 4.7 % and not statistically
significantly different from growth rates of urban areas elsewhere. Thus, urban land expansion
is as likely to take place near protected land as elsewhere, and proximity of an urban area to a
protected area does not necessarily slow the rate of urban land conversion.
In North America the amount of urban land in close proximity to PAs is the largest
among all regions. The other two regions that have a high percentage of their populations that
are urban, Western Europe and Eastern Europe, also had large amounts of urban land within
close proximity of their respective PAs. Overall, 4 and 11 out of the 16 regions had 50 % or
more of their urban land within 25 and 50 km of PAs, respectively. On the other hand, in
almost all regions except Eastern Asia and Western Europe, the percentage of lands that were
urban within the 10, 25, and 50 km-wide zones around the PAs was well below 2
% circa 2000.
In the future however, urban growth patterns will change. With urban growth, urban land
use will likely double although there is significant uncertainty in predicting how much urban
population and urban area will increase. This trend is visible in predictions of urban population
by major habitat in 2050. Urban population will increase in essentially all habitat types. There
will be particularly noticeable increases in urban population in tropical moist forests, deserts and
tropical grasslands. Note that in terms of urban population per habitat area, there will be
significant increases in impact in mangroves, flooded grasslands, and temperate broadleaf
forests. Also worth noting are impacts to tropical conifer forests, a unique habitat type found
only in a relatively small area globally.
Expansion of cities also fragments the remaining blocks of natural habitat. This increases
the isolation of natural habitat patches, as the average distance between them increases.
Increased isolation tends to reduce population and gene flow among patches, and may break a
large regional population into several discrete subpopulations. Seasonal and intergenerational
migration is also restricted. Highly mobile taxa like birds are generally less affected by isolation
than less mobile taxa like amphibians, although some apparently mobile species avoid moving
across urban land cover.
Urbanization increases the number and extent of non-native invasive species by
increasing the rate of introduction events and creating areas of disturbed habitat for non-native
species to become established. There is a suite of “cosmopolitan” species, skilled generalists,
that are present in most cities around the world. Meanwhile, urbanization often leads to the loss
of “sensitive” species dependent on larger, more natural blocks of habitat. The net result is
sometimes termed “biotic homogenization.” Species richness in cities may actually be higher
than that of rural areas, depending on the richness of the suite of cosmopolitan species relative to
that in natural habitat, but global species richness declines. The flora and fauna of the world’s
cities have become more similar and homogeneous over time, at least relative to the diversity of
species composition prior to urbanization.
Indirect Effects of Urbanization on Biodiversity
Cities may occupy a small percent of the global land area, but they contain the majority
of the world’s population and are concentrated centers of activity. These activities end up
shaping land-use over a far larger land area, and influence the decisions of landowners and the
policy decisions of governments in ever widening geographic extents.
The questions remain, however, how dense settlements interact with other human
activities and what would happen if cities were removed from the equation. As mentioned
previously, more specific policies focused on the process associated with urbanization may
provide more valuable conservation tools than a general attack on cities. Three recent research
findings that demonstrate our lack of knowledge on the exact role of urbanization and how
examining interactions closely may help conservation efforts.
First, international trade accounts for 30 % of all global species threats. However, there
have been all too few studies that have examined the role of urbanization, trade and the
environment. Obviously what is traded matters to the outcome of these relationships. How does,
for example, the growing trade in electric bicycles to specific cities in the U.S. and Europe
impact the environment? Has urbanization influenced production processes to lower
environmental impact? Does the concentration of population and subsequent generation of
“green” ideology have any impact on individual merchandise choice? In order to understand the
role of urbanization in trade’s impact on biodiversity, more study is needed to identify not only
the distances of materials travel, but also where are they coming from before arriving at urban
centers.
Second, researchers estimated that during this period, global materials use increased
eight-fold to reach almost 60 billion tons (Gt) of materials per year. At the same time, the total
population increased by four-fold. What is interesting is that is that over this century, materials
use increased at a slower pace than the global economy, but faster than world population.
Consequently, while material intensity (i.e., the amount of materials required per unit of GDP)
declined, the materials use per capita doubled from 4.6 to 10.3 tons/cap/year. The role of
technology and increasing wealth in these increases is clear. What is much less clear is the role
of the growth of cities. During the past century the urban population increased approximately 18fold. What was the urban impact on materials consumption? On one hand, cities may have
helped to increase the rate of consumption through infrastructure development. On the other
hand, given that this infrastructure is shared by large numbers of people, urbanization could have
slowed overall material consumption growth. That is, if populations were not densely organized,
the levels of materials consumed may have been much larger. These questions suggest that cities
and the urbanization process may have beneficial aspects that lower overall consumption levels.
Finally, even when population size decreased in some locations, the number of
households increased with subsequent increases in impacts. The process of urbanization is often
associated with economic development, which is in turn associated with smaller household size,
but teasing out causality here is difficult. The indirect processes by which urbanization affects
biodiversity loss are unclear, but potentially quite significant. Moreover, in many analyses it is
difficult to separate the effect of urbanization per se from other confounding processes, like
economic development and changes in demographics.
Instruction
In this unit, your assignment is to produce an essay based on the two combined texts:
Text 14-1 “What is biodiversity and where is it found?” and Text 14-2 “Effects of urbanization on
biodiversity”.
You are well aware that writing an essay is an activity in which you have to explains
something to your readers. In your essay you should convince your readers that 1) human
activities are accountable for the loss of biodiversity and 2) it is the multidisciplinary approach
that can find ways to stop biodiversity decline.
When you are writing an essay, every sentence and every paragraph is important. But
there is something extra important about introductions: you want the introduction to be just right,
almost perfect. You want to put your best self forward and create a great first impression.
The second part of the essay is the body. This is the longest part of the essay. In general,
a short essay will have at least three full paragraphs; a long essay considerably more. Each
paragraph is a point that you want to make that relates to the topic, each reason you have for
protecting the biodiversity should be a separate paragraph, and that paragraph is an elaboration
on that claim.
The last section of your essay is the conclusion. In general, this will also be a single
paragraph in shorter essays, but can go on to two or three for slightly longer discussions.
Every well-structured essay ends with a conclusion. Its purpose is to summarise the main
points of your argument and, if appropriate, to draw a final decision or judgement about the
issues you have been discussing. Sometimes, conclusions attempt to connect the essay to broader
issues or areas of further study. It is important not to introduce any new ideas in the conclusion –
it is simply a reminder of what your essay has already covered.
Now sit down at your computer ad write your essay.
UNIT 15. AN INTERDISCIPLINARY APPROACH TO 21ST CENTURY
BIOLOGY
Guidelines for intensive reading of interdisciplinary DOE texts
The biological sciences have long benefited from the intellectual and pragmatic input of
ideas and techniques from other disciplines, including medicine, chemistry, engineering, and
mathematics. “Interdisciplinarity in the Biological Sciences” discusses the synergies that have
emerged from the integration of these disciplines into the biological sciences, and uses examples
to strongly advocate for such approaches. The reach of biology extends well beyond the sciences
and technology into interdisciplinary interactions within the social sciences, arts, and humanities.
The definition of a "discipline" and discussions of the varieties of interdisciplinary,
multidisciplinary, and trans-disciplinary research have occupied much scholarly debate.
Although there is not always agreement on these definitions, it is clear that areas of research are
dynamic -- continually emerging, melding, and transforming. What is considered
interdisciplinary today might be considered disciplinary tomorrow.
As a working definition of interdisciplinary research, we refer you to the definition set
forth in a US National Academies' report: "Interdisciplinary research is a mode of research by
teams or individuals that integrates information, data, techniques, tools, perspectives, concepts,
and/or theories from two or more disciplines or bodies of specialized knowledge to advance
fundamental understanding or to solve problems whose solutions are beyond the scope of a
single discipline or area of research practice."
PART 1. THE SKILLS OF INTENSIVE READING
Text 15-1. 21ST CENTURY BIOLOGY: AN INTERDISCIPLINARY APPROACH
(Abridged after K. Osman’s et al. / Procedia - Social and Behavioral Sciences. N102,
2013)
1. Definition of interdisciplinary approach
The principal goal of interdisciplinary approach for Biology, Technology, Engineering
and Mathematics (BTEM) is to cultivate scientific inquiry that requires coordination of both
knowledge and skills simultaneously like it is done, in general, for interdisciplinary Science,
Technology, Engineering and Mathematics (STEM). The dominant activity for BTEM is
inquiry/discovery on the authentic problems. This is intended to enhance the students’ abilities to
construct their own knowledge through the relevant hands-on and minds-on activities. The
essence of Engineering is inventive problem solving: the integration of advanced ICT
(information communication technologies) believed to be able to fulfill current Net Generation
learning styles. Mathematics plays an important role as computational tools. The expected
outcome of BTEM implementation is the inculcation of 21st century skills.
Interdisciplinary approach can be defined as a knowledge view and curriculum approach
that consciously applies methodology and language from more than one discipline to examine a
central theme, issue, problem, topic, or experience. One of the typical strategy uses in the
interdisciplinary approach is problem-centric, that connects knowledge from several disciplines
to examine complicated real-life problems. Interdisciplinary approach is implemented with the
idea that subject-specific learning is neither important nor relevant to young school leavers in the
twenty-first century. The 21st century biology requires interdisciplinary approaches across
different disciplines, such as engineering, computer science, physics, chemistry and mathematics
to deal with higher level of complex problems, especially related to health, food, energy and
environment which are becoming more dependent on other disciplines to collaborate in
providing new applicants, new methods, new techniques and new tools. The new biologist of the
twenty-first century is not a scientist who knows a little bit about all disciplines but a scientist
with deep knowledge in one and a with working fluency in others. Teaching through this new
interdisciplinary perspective requires new approaches, materials and pedagogies as well. Solving
complex, interdisciplinary problems will require that students go far beyond their biology
content knowledge only. They are required to understand what connections exist across
disciplines and how to make those connections.
2. Students of the Net Generation
Preparing future biologists without offering them the exposure and experience with
engineering and technology, will fail to survive in the competitive environment. For this
conceptual framework, the core knowledge is focused on the subject of biology. Application of
Information and Communication Technology during teaching/learning processes is highlighted
in the subject of technology. The skills of ICT include surfing internet for relevant information,
usage of e-tools for communication purposes, application of tools provided by the Microsoft
office (MS Words, MS Power point, MS Excel, etc.).
Technology has been immersed as part of the students’ life with the integration of ICT in
the teaching/learning science. Rapid advances in information technologies have changed the
learning styles of many students of the Net Generation. These students have grown up in a world
where technology is second nature to them. Online social networking and electronic-based
resources are increasingly being used to enhance students’ understanding and interest in biology.
ICT also encourages learning in a constructive context. The fragmented or separated
teaching of biology and mathematics blocked the integration of both disciplines. Developing the
connection between biology and mathematics is one of the most important ways to shift the
paradigms of these two established science disciplines. The process of breaking the border
between biology and mathematics should start as early as possible in the educational process, in
order to combine both disciplines at graduate and postgraduate levels of study. Incorporation of
mathematics into biology curricula is critical for developing quantitative process skills demanded
in modern biology. Recent achievements in integration modern biology and technology have
created a dramatically new opportunity for the application of mathematics to biology. The new
generation of biologists will routinely use mathematical models and computational approaches
for drawing hypotheses, doing design experiments, and analyzing results. Teaching students to
become inventive problem solvers have long been goals of science education. However, methods
to promote creative thinking in scientific problem solving, have not become as yet widely known
or used in the science education.
The essence of engineering is inventive problem. Recently, the Theory of Inventive
Problem Solving (TIPS) has already been established in engineering field expanding to nontechnical fields, like education. For BTEM, it is proposed to modify procedures of Unified
Structured Inventive Thinking (USIT) as inventive tools to solve authentic problems. Thus, with
the BTEM exposure, engineering inventive problem solving skills become the major element to
incorporate in the students’ inquiry-discovery activities.
3. Inquiry-discovery strategies
The dominant activity of BTEM is inquiry/discovery. BTEM is aimed at providing a
framework for inquiry/discovery teaching, which emphasises the active discovery of biological
knowledge by students. Thus, in this process the students are supposed to function as
autonomous learners, and the teachers - as facilitators. The teacher scaffolds the students by
frequently reminding them to reflect, collaborate, ask themselves questions, and justify their
conclusions. Inquiry-discovery process occurs through development of cognitive, metacognitive, psychomotor and social skills. When the students carry out experiments, they apply
different inquiry skills, such as asking question, raising a hypothesis, planning an experiment to
test the hypothesis, accessing and analyzing data, making inferences, drawing conclusions,
reporting and writing a research report. Students also apply metacognitive skills by engaging in
reflective thinking throughout the learning stages. Students acquire psychomotor skills by
manipulating with laboratory equipment and using computer.
Inquiry process also promotes collaborative social skills. The main assumption is that
inquiry skills develop best in the context of well-designed activities. BTEM highly emphasizes
on self-directed hands-on and minds-on activities to help students construct understanding of
knowledge by themselves. We do not need to teach students particular science content or
concepts. There are five essential features of inquiry process:
• Learners are engaged by scientifically oriented questions.
• Learners give priority to evidence, which allows them to develop and evaluate
explanations that address scientifically oriented questions.
• Learners formulate explanations from evidence to address scientifically oriented
questions.
• Learners evaluate their explanations in light of alternative explanations, particularly
those reflecting scientific understanding.
• Learners communicate and justify their proposed explanations.
4. Constructivist theory
Constructivist theory is the backbone that supports interdisciplinary approach of BTEM,
especially when students need to incorporate their current and prior understanding while
discovering new knowledge, continuously assimilating and accommodating the acquired
knowledge. They need to reflect on their knowledge and experiences as well. The inquiry
process can provide students with opportunities to explore and understand natural world by
themselves. It also assists students’ in their development of prior knowledge and experiences.
Research findings show that students who are involved in inventive activities are more
comfortable solving new and unfamiliar problems. Inventive thinking comprises of the following
life skills:
• Adaptability and managing complexity. It is defined as a) the ability to modify one’s
thinking, attitudes, or behaviors to be better suited to current or future environments; b) the
ability to handle multiple goals, tasks, and input while understanding and adhering to constraints
of time, resources, and systems (e.g. organizational, technological).
• Self-direction. It is defined as the ability to set goals related to learning, plan for the
achievement of those goals, independently manage time and effort, and independently assess the
quality of learning and any products that result from the learning experience.
• Curiosity. It is defined as one’s desire to know and inquire.
• Creativity. It refers to the act of bringing something into existence that is genuinely
new, original, and of value either personally (of significance only to the individual or
organization) or culturally (adds significantly to a domain of culture as recognized by experts.
• Risk taking. It includes willingness to make mistakes, advocate unconventional or
unpopular positions, or tackle extremely challenging problems without obvious solutions, It
enhances one’s personal growth, integrity, or accomplishments.
• Higher-order thinking and sound reasoning. It includes the cognitive processes of
analysis, comparison, inference and interpretation, evaluation, and synthesis applied to a range of
academic domains and problem-solving contexts.
Ask and answer overview questions about the research field, the subject matter, or the
main purpose of the text. Identify most important points in the text, the essence or topic of the
passage. The process of answering the detail questions may give you a clearer understanding of
the main idea, topic, or purpose of the passage.
The correct answers for main idea, main topic, and main purpose questions summarize
the main points of the passage; they must be more general than any of the supporting ideas or
details, but not so general that they include ideas outside the scope of the passage.
Sample Questions
What is the research field of the text?
What is the subject matter and main topic of the passage?
What is the author's purpose in writing this passage?
What news is emphasized in the passage?
Find in the text above answers to the questions?
1. Why do the research methods used to solve biological problems require a number of
different types of approaches and the expertise of a variety of scientists?
2. Why is the interdisciplinary approach qualified as the only way we can further our
biological knowledge?
3. Do you support the view that interdisciplinary approaches are required to answer all
scientific questions?
4. What does 'interdisciplinary' study really mean? And why is it so desirable?
5. What is so beneficial about this type of study?
6. What is meant by a constructivist paradigm?
PART 2. THE SKILLS OF EXTENSIVE READING
A MULTI/INTERDISCIPLINARY APPROACH FOR THE 21ST
CENTURY
Guidelines for reading DOE texts on multi/interdisciplinary approach
The multidisciplinary approach to the 21st century biology allows the student to learn by
making connections between ideas and concepts across different disciplinary boundaries.
Students learning in this way are able to apply the knowledge gained in one discipline to another
different discipline as a way to deepen the learning experience. The most effective approach to
interdisciplinary study enables students to build their own interdisciplinary pathway by choosing
courses which make sense to them. For example, it is not too difficult to find a theme which
crosses over disciplinary boundaries in literature, art and history or science and mathematics.
Studying topics thematically is one way to bring ideas together resulting in more meaningful
learning. This can occur by allowing students to choose their own subjects and their learning is
deepened when they reflect on the connections between what they are learning in different
disciplines.
One of the biggest barriers to achieving true interdisciplinary study in education
environments is the necessity for collaboration of educators. This can be difficult to achieve, but
not impossible. Interdisciplinary teaching and learning is maximized when professionals from
different disciplines work together to serve a common purpose and to help students make the
connections between different disciplines or subject areas. Such interaction is in support of the
constructivist paradigm which allows for new knowledge construction and a deeper
understanding of ideas than disciplinary study.
Text 15-2. A NEW BIOLOGY FOR THE 21ST CENTURY
(Abridged after a report of US National Academy of Sciences “A New Biology for
the 21st Century: Ensuring the United States Leads the Coming Biology Revolution”, 2009)
The National Institutes of Health (NIH), National Science Foundation (NSF), and
Department of Energy (DOE) asked the National Research Council’s Board on Life Sciences to
convene a committee to examine the current state of biological research in the United States and
recommend how best to capitalize on recent technological and scientific advances that have
allowed biologists to integrate biological research findings, collect and interpret vastly increased
amounts of data, and predict the behavior of complex biological systems.
A Vision of the Future
Imagine a world:
 where there is abundant, healthful food for everyone
 where the environment is resilient and flourishing
 where there is sustainable, clean energy
 where good health is the norm
Each of these goals is a daunting challenge. Furthermore, none can be attained
independently of the others––we want to grow more food without using more energy or harming
natural environments, and we want new sources of energy that do not contribute to global
warming or have adverse health effects. The problems raised by these fundamental biological
and environmental questions are interdependent and “solutions” that work at cross purposes will
not in fact be solutions.
Fortunately, advances in the life sciences have the potential to contribute innovative and
mutually reinforcing solutions to reach all of these goals and, at the same time, serve as the basis
for new industries that will anchor the economies of the future. Here are some of the many
different ways in which the life sciences could contribute to meeting these challenges:

A wide variety of plants with faster maturation, drought tolerance, and disease
resistance could contribute to a sustainable increase in local food production.

Food crops could be engineered for higher nutritional value, including higher
concentrations of vitamins and healthier oils.

Critical habitats could be monitored by arrays of remote sensors, enabling early
detection of habitat damage and providing feedback on the progress of restoration efforts.

Water supplies and other natural resources could be monitored and managed
using biosensors and other biologically based processes.

Biological systems could remove more carbon dioxide from the atmosphere, thus
helping to maintain a stable climate; the carbon they capture could be used to create biologically
based materials for construction and manufacturing.

Biological sources could contribute at least 20 percent of the fuel for
transportation through a 10-fold increase in biofuel production.

Bio-inspired approaches to producing hydrogen could provide another affordable
and sustainable source of fuel.

Biologically inspired approaches to capturing solar energy could increase the
efficiency and lower the cost of photovoltaic technology.

Manufactured products could increasingly be made from renewable resources and
be either recyclable or biodegradable.

Industrial manufacturing processes could be designed to produce zero waste
through a combination of biological treatment of byproducts and efficient recycling of water and
other manufacturing inputs.

Greater understanding of what it means to be healthy could lead to health care
focused on maintaining health rather than reacting to illness.

Individualized risk profiles and early detection could make it possible to provide
each person with the right care at the right time.
Integration of the biological sciences with physical and computational sciences,
mathematics, and engineering promises to build a wider biological enterprise with the scope and
expertise to address a broad range of scientific and societal problems.
Who is the new biologist?
All biologists think across levels of biological complexity—molecular biologists consider
the impact of genetic regulatory pathways on the health of organisms, ecologists consider the
impact of environmental change on the gene pool of an ecosystem, and neuroscientists link cellto-cell communication with behavior. Rare is the biologist who does not use computational tools
to analyze data, or rely on large-scale shared facilities for some experiments. And an increasing
fraction of biologists collaborate closely with physical scientists, computational scientists or
engineers. There is no stark division between ‘old’ biologists and ‘new’ biologists, but rather that
there is a continuum from more reductionist, focused research within particular subdisciplines of
biology to more problem-focused, collaborative and interdisciplinary research. Each is
important, and many, if not most, biologists have feet in both worlds.
So if many biologists already practice the New Biology at some level, what is the role of
this report? Its role is to bring attention to the remarkable depth and scope of the emerging New
Biology that is as yet poorly recognized, inadequately supported, and delivering only a fraction
of its potential.
Consider the newly hired assistant professor in the immunology department of a medical
school who wants to collaborate with an ecologist who studies the impact of changing land use
patterns on natural ecosystems and an engineer who models complex networks. Together they
hope to develop a biosensor to detect emerging infectious diseases. Where will this group apply
for funding? How will that assistant professor’s tenure committee react to a series of publications
in engineering and ecology journals?
Or consider the physics professor who wants to develop an interdisciplinary course on the
physics and chemistry of DNA replication with colleagues from the chemistry and molecular
biology departments. Will any of these professors be given credit for contributing to the teaching
needs of their own departments? Such a course would likely not count toward degree
requirements in any of the three departments. And yet the students who took such a course would
be well-prepared to work across disciplinary boundaries no matter which of the three sciences
they decided to pursue in depth.
Importantly, the New Biologist is not a scientist who knows a little bit about all
disciplines, but a scientist with deep knowledge in one discipline and basic “fluency” in several.
One implication of this is that not all “New Biologists” are now, or will in the future be,
biologists! The physicists who study how the laws of physics play out in the crowded and
decidedly non-equilibrium environment of the cell, or the mathematicians who derive new
equations to describe the complex network interactions that characterize living systems are New
Biologists as well as being physicists or mathematicians. In fact, the New Biology includes any
scientist, mathematician, or engineer striving to apply his or her expertise to the understanding
and application of living systems.
Summary
The committee of 16 experts from the fields of biology, engineering and computational
science undertook to delineate those scientific and technological advances and come to a
consensus on how the U.S. might best capitalize on them. This report, authored by the
Committee on a New Biology for the 21st Century, describes the committee’s work and
conclusions.
The committee concluded that biological research has indeed experienced extraordinary
scientific and technological advances in recent years. In the chapter entitled “Why Now?” the
committee describes the integration taking place within the field of biology, the increasingly
fruitful collaboration of biologists with scientists and engineers from other disciplines, the
technological advances that have allowed biologists to collect and make sense of ever more
detailed observations at ever smaller time intervals, and the enormous and largely unanticipated
payoffs of the Human Genome Project. Despite this potential, the challenge of advancing from
identifying parts, to defining complex systems, to systems design, manipulation, and prediction
is still well beyond current capabilities, and the barriers to advancement are similar at all levels
from cells to ecosystems.
Having delineated the advances, the committee set about reaching an agreement as to
how the U.S. could best capitalize on them. The committee was invited to use the following
series of questions to guide its discussions:

What fundamental biological questions are ready for major advances in
understanding? What would be the practical result of answering those questions? How could
answers to those questions lead to high impact applications in the near future?

How can a fundamental understanding of living systems reduce uncertainty about
the future of life on earth, improve human health and welfare, and lead to the wise stewardship
of our planet? Can the consequences of environmental, stochastic or genetic changes be
understood in terms of the related properties of robustness and fragility inherent in all biological
systems?

How can federal agencies more effectively leverage their investments in
biological research and education to address complex problems across scales of analysis from
basic to applied? In what areas would near term investment be most likely to lead to substantial
long-term benefit and a strong, competitive advantage for the United States? Are there high-risk,
high pay-off areas that deserve serious consideration for seed funding?

Are new funding mechanisms needed to encourage and support cross-cutting,
interdisciplinary or applied biology research?

What are the major impediments to achieving a newly integrated biology?



What are the implications of a newly integrated biology for infrastructural needs?
How should infrastructural priorities be identified and planned for?
What are the implications for the life sciences research culture of a newly
integrated approach to biology? How can physicists, chemists, mathematicians and engineers be
encouraged to help build a wider biological enterprise with the scope and expertise to address a
broad range of scientific and societal problems?

Are changes needed in biology education—to ensure that biology majors are
equipped to work across traditional subdisciplinary boundaries, to provide biology curricula
that equip physical scientists and engineers to take advantage of advances in biological science,
and to provide nonscientists with a level of biological understanding that gives them an informed
voice regarding relevant policy proposals? Are alternative degree programs needed or can
biology departments be organized to attract and train students able to work comfortably across
disciplinary boundaries?
The committee found that the third bullet, “How can federal agencies more effectively
leverage their investments in biological research and education to address complex problems
across scales of analysis from basic to applied? In what areas would near term investment be
most likely to lead to substantial long-term benefit and a strong, competitive advantage for the
United States?” provided a compelling platform from which to consider each of the questions,
and a robust framework upon which to organize its conclusions. Thus, the committee’s
overarching recommendation is that the most effective leveraging of investments would come
from a coordinated, interagency effort to encourage the emergence of a New Biology approach
that would enunciate and address broad and challenging societal problems. The committee
focused on examples of opportunities that cannot be addressed by any one subdiscipline or
agency—opportunities that require integration across biology and with other sciences and
engineering, and that are difficult to capitalize on within traditional institutional and funding
structures. Fully realizing these opportunities will require the enabling of an integrated approach
to biological research, an approach the committee calls the New Biology.
The essence of the New Biology, as defined by the committee, is integration—reintegration of the many sub-disciplines of biology, and the integration into biology of physicists,
chemists, computer scientists, engineers, and mathematicians to create a research community
with the capacity to tackle a broad range of scientific and societal problems. Integrating
knowledge from many disciplines will permit deeper understanding of biological systems, which
will both lead to biology-based solutions to societal problems and also feedback to enrich the
individual scientific disciplines that contribute new insights. The New Biology is not intended to
replace the research that is going on now; that research, much of it fundamental and curiositydriven by individual scientists, is the foundation on which the New Biology rests and on which it
will continue to rely.
Instead, the New Biology represents an additional, complementary approach to biological
research. Purposefully organized around problem-solving, this approach marshals the basic
research to advance fundamental understanding, brings together researchers with different
expertise, develops the technologies required for the task and coordinates efforts to ensure that
gaps are filled, problems solved, and resources brought to bear at the right time. Combining the
strengths of different communities does not necessarily mean bringing these experts into the
same facility to work on one large project—indeed, advanced communication and informatics
infrastructures make it easier than ever to assemble virtual collaborations at different scales. The
New Biology approach would aim to attract the best minds from across the scientific landscape
to particular problems, ensure that innovations and advances are swiftly communicated, and
provide the tools and technologies needed to succeed. The committee expects that such efforts
would include projects at different scales, from individual laboratories, to collaborations
involving many participants, to consortia involving multiple institutions and types of research.
Many scientists in the United States are already practicing the integrated and
interdisciplinary approach to biology that the committee has called the New Biology. The New
Biology is indeed already emerging, but it is as yet poorly recognized, inadequately supported,
and delivering only a fraction of its potential. The committee concludes that the most effective
way to speed the emergence of the New Biology is to challenge the scientific community to
discover solutions to major societal problems. In the chapter entitled “How the New Biology Can
Address Societal Challenges” the committee describes four broad challenges, in food,
environment, energy and health that could be tackled by the New Biology. These challenges
represent both the mechanism for accelerating the emergence of a New Biology and its first
fruits. The committee chose to focus on these four areas of societal need because the benefits of
achieving these goals would be large, progress would be assessable, and both the scientific
community and the public would find such goals inspirational. Each challenge will require
technological and conceptual advances that are not now at hand, across a disciplinary spectrum
that is not now encompassed by the field. Achieving these goals will demand, in each case,
transformative advances. It can be argued, however, that other challenges could serve the same
purpose. Large-scale efforts to understand how the first cell came to be, how the human brain
works, or how living organisms affect the cycling of carbon in the ocean could also drive the
development of the New Biology and of the technologies and sciences necessary to advance the
entire field. In the committee’s view, one of the most exciting aspects of the New Biology
Initiative is that success in achieving the four goals chosen here as examples will propel
advances in fundamental understanding throughout the life sciences. Because biological systems
have so many fundamental similarities, the same technologies and sciences developed to address
these four challenges will expand the capabilities of all biologists.
1.
Generate food plants to adapt and grow sustainably in changing environments
The New Biology could deliver a dramatically more efficient approach to developing
plant varieties that can be grown sustainably under local conditions. The result of this focused
and integrated effort will be a body of knowledge, new tools, technologies, and approaches that
will make it possible to adapt all sorts of crop plants for efficient production under different
conditions, a critical contribution toward making it possible to feed people around the world with
abundant, healthful food, adapted to grow efficiently in many different and ever-changing local
environments.
2.
Understand and sustain ecosystem function and biodiversity in the face of rapid
change
Fundamental advances in knowledge and a new generation of tools and technologies are
needed to understand how ecosystems function, measure ecosystem services, allow restoration of
damaged ecosystems, and minimize harmful impacts of human activities and climate change.
What is needed is the New Biology, combining the knowledge base of ecology with those of
organismal biology, evolutionary and comparative biology, climatology, hydrology, soil science,
and environmental, civil, and systems engineering, through the unifying languages of
mathematics, modeling, and computational science. This integration has the potential to generate
breakthroughs in our ability to monitor ecosystem function, identify ecosystems at risk, and
develop effective interventions to protect and restore ecosystem function.
3.
Expand sustainable alternatives to fossil fuels
Making efficient use of plant materials—biomass—to make biofuels is a systems
challenge, and this is another example of an area where the New Biology can make a critical
contribution. At its simplest, the system consists of a plant that serves as the source of cellulose
and an industrial process that turns the cellulose into a useful product. There are many points in
the system that can be optimized. The New Biology offers the possibility of advancing the
fundamental knowledge, tools, and technology needed to optimize the system by tackling the
challenge in a comprehensive way.
4.
Understand individual health
The goal of a New Biology approach to health is to make it possible to monitor each
individual’s health and treat any malfunction in a manner that is tailored to that individual. In
other words, the goal is to provide individually predictive surveillance and care. Between the
starting point of an individual’s genome sequence and the endpoint of that individual’s health is
a web of interacting networks of staggering complexity. The New Biology can accelerate
fundamental understanding of the systems that underlie health and the development of the tools
and technologies that will in turn lead to more efficient approaches to developing therapeutics
and enabling individualized, predictive medicine.
Finally, in the chapter entitled “Putting the New Biology to Work,” the committee
proposes that a national initiative dedicated to addressing challenges like those described for the
areas of food, the environment, energy, and health would provide a framework whereby the U.S.
could best capitalize on recent scientific and technological advances. The committee
recommends setting big goals and then letting the problems drive the science. It contends that
inter-agency collaboration will be essential and that information technologies will be of central
importance. Finally, the committee discusses new approaches to education that could speed the
emergence of the New Biology, and provides examples of how a national initiative could spur
the implementation of those new approaches.
The committee does not provide a detailed plan for implementation of such a national
initiative, which would depend strongly on where administrative responsibility for the initiative
is placed. Should the concept of an initiative be adopted, the next step would be careful
development of strategic visions for the programs and a tactical plan with goals. It would be
necessary to identify imaginative leaders, carefully map the route from ‘grand visions’ to
specific programs, and develop ambitious, but measurable milestones, ensuring that each step
involves activities that result in new knowledge and facilitates the smooth integration of
cooperative interdisciplinary research into the traditional research culture.
A New Biology Initiative would represent a daring addition to the nation’s research
portfolio, but the potential benefits are remarkable and far-reaching: a life sciences research
community engaged in the full spectrum of knowledge discovery and its application; new biobased industries; and most importantly, innovative means to produce food and biofuels
sustainably, monitor and restore ecosystems and improve human health. To that end, the
committee provides the following findings and recommendations:
Finding 1

The United States and the world face serious societal challenges in the areas of
food, environment, energy, and health. Innovations in biology can lead to sustainable solutions
for all of these challenges. Solutions in all four areas will be driven by advances in fundamental
understanding of basic biological processes.

For each of these challenges, solutions are within reach, based on building the
capacity to understand, predict, and influence the responses and capabilities of complex
biological systems. There is broad support across the scientific community for pursuing
interdisciplinary research, but opportunities to do so are constrained by institutional barriers and
available resources.

Approaches that integrate a wide range of scientific disciplines, and draw on the
strengths and resources of universities, federal agencies, and the private sector will accelerate
progress toward making this potential a reality. The best way for the United States to capitalize
on this scientific and technological opportunity is to add to its current research portfolio a New
Biology effort that will accelerate understanding of complex biological systems, driving rapid
progress in meeting societal challenges and advancing fundamental knowledge.
Recommendation 1
The committee recommends a national initiative to accelerate the emergence and
growth of the New Biology to achieve solutions to societal challenges in food, energy,
environment, and health.
Finding 2

For its success, the New Biology will require the creative drive and deep
knowledge base of individual scientists from across biology and many other disciplines
including physical, computational and geosciences, mathematics, and engineering. The New
Biology offers the potential to address questions at a scale and with a focus that cannot be
undertaken by any single scientific community, agency or sector.

Providing a framework for different communities to work together will lead to
synergies and new approaches that no single community could have achieved alone. A broad
array of programs to identify, support, and facilitate biology research exists in the federal
government but value is being lost by not integrating these efforts.

Interagency insight and oversight is critical to support the emergence and growth
of the New Biology Initiative. Interagency leadership will be needed to oversee and coordinate
the implementation of the initiative, evaluate its progress, establish necessary working
subgroups, maintain communication, guard against redundancy, and identify gaps and
opportunities for leveraging results across projects.
Recommendation 2:
The committee recommends that the national New Biology Initiative be an
interagency effort, that it have a timeline of at least 10 years, and that its funding be in
addition to current research budgets.
Finding 3

Information is the fundamental currency of the New Biology. Solutions to the
challenges of standardization, exchange, storage, security, analysis, and visualization of
biological information will multiply the value of the research currently being supported across
the federal government.

Biological data are extraordinarily heterogeneous and interrelating various bodies
of data is currently precluded by the lack of the necessary information infrastructure. It is critical
that all researchers be able to share and access each others’ information in a common or fully
interactive format. The productivity of biological research will increasingly depend on longterm, predictable support for a high-performance information infrastructure.
Recommendation 3
The committee recommends that, within the national New Biology Initiative,
priority be given to the development of the information technologies and sciences that will
be critical to the success of the New Biology.
Finding 4

Investment in education is essential if the new biology is to reach its full potential
in meeting the core challenges of the 21st century.

The New Biology Initiative provides an opportunity to attract students to science
who want to solve real-world problems. The New Biologist is not a scientist who knows a little
bit about all disciplines, but a scientist with deep knowledge in one discipline and a “working
fluency” in several.

Highly developed quantitative skills will be increasingly important. Development
and implementation of genuinely interdisciplinary undergraduate courses and curricula will both
prepare students for careers as New Biology researchers and educate a new generation of science
teachers well versed in New Biology approaches.

Graduate training programs that include opportunities for interdisciplinary work
are essential. Programs to support faculty in developing new curricula will have a multiplying
effect.
Recommendation 4
The committee recommends that the New Biology Initiative devote resources to
programs that support the creation and implementation of interdisciplinary curricula,
graduate training programs, and educator training needed to create and support New
Biologists.
Instruction: Write a 2-page precis of this text
To remind you what a precis is:
It is a summary, which gets its name from the French language. It literally means, ‘cut
brief’ or ‘precise’. It is a concise synopsis of a published work, like scholarly article or
dissertation. If you are asked to define précis, you can call it a summary of the text but not a
paraphrased text. When you sum up the ideas of certain work, it can be called précis. Do note
that it is different from paraphrasing because there is no need for mentioning all details discussed
in a piece of writing.
Précis explains the core of the text and has a structure. The précis format will help you to
understand the structure of the text. It is an objective view or you can call it a brief summing up
of ideas. It is not a critical analysis, which requires you to examine contents and ideas expressed
in the article. It does not demand you to write your personal opinion. Only essential points
should be covered. When you are writing a precis, you must make it short, precise and one must
stick to the theme.
The steps of writing a precis can be generally categorized as those involving careful
examination of the source (with some potential note-taking) , outlining a structure, and writing
down the precis itself. Writing a precis is the process of reading through/ analyzing a literary
work and extracting the main points, so as to assemble a brief summary of the mentioned work.
Précis writing is not as easy as you might think! You have to keep certain points in your
mind before you start to jot it down. How to write a precis? Here are some tips for you to write
it!

Read the article carefully and highlight or mark the main ideas.

Try to reflect on what author is trying to communicate through the text.

Take a close look at evidence that the author has used.

You would need to restate thesis given by the author in your own words. Do note
that it should be precise and on-point.

You need to write only one or two sentences for each of the section. It would be a
summary of each section but not in too many words.

Now you need to re-read article and check whether it is in sync with your
summary.

You must review write-up and confirm whether you have covered the main points
or not. Always use a logical structure.

Check the text for correctness and clarity. Do a grammar check before submitting
it to the professor.
When citing a precis, the author's name and article title - both pertaining to the original
article would have to be mentioned.
UNIT 16. INTERNATIONAL TOURISM: A GLOBAL FORCE FOR ECONOMIC
GROWTH AND DEVELOPMENT
Guidelines for intensive reading of interdisciplinary DOE texts
Travel is fun. It is a fantastic adventure. More than that, however, travel can enrich your
life in numerous ways. Heading out into the wild, taking to the open road or embarking on a
journey to another country is so much more than just a good time.
The world contains a rich array of people and cultures. Exploring a new country exposes
you to another set of cultural traditions.
Through gaining new understandings about people whose lives are different from your
own, you might develop an appreciation for the diversity that exists even in your own city.
If you have always wanted to learn a new language, planning and taking a trip to a
foreign country provides you a great reason to start!
Another benefit that comes from journeying to new lands is the opportunity to try an
entirely different cuisine than what you serve at your own dinner table.
Immersing yourself in a new place allows you the opportunity to learn more about a wide
variety of topics, from history to geography to cultural practices to economics. Learning by
doing increases people’s understanding of new information. You can learn more from the
experiences of travel than you learn from reading a book on any relevant subject.
Discovering new places can spark your creative side.
PART 1. THE SKILLS OF INTENSIVE READING
Text 16-1. THE MULTI-DIMENSIONAL IMPACT OF INTERNATIONAL
TOURISM
(Abridged after H. H. Makhlouf’s The Multi-Dimensional Impact Of International
Tourism // International Business & Economics Research Journal. February 2012 Volume
11, Number 2)
1. WHAT IS TOURISM?
The term “tourism” implies different things to different people. WTO (1995) defines it
from a broad perspective as the “activities of persons traveling to and staying in places outside
their usual environment for not more than one consecutive year for leisure, business or other
purposes”.
Another two-part definition refers to it in the first part as “the processes, activities, and
outcomes arising from the relationships and the interactions among tourists, tourism suppliers,
host governments, host communities, and surrounding environments that are involved in the
interacting and hosting of visitors”. The second part describes it as “the industry of travel, hotels,
transportation, and all other components that serve the needs of travelers”. This definition
explains what tourism is all about from two different perspectives, but combined they
complement each other. Each of the varying definitions of tourism reflects “specific
requirements and circumstances”, particularly when one takes into account that this industry is
fragmented and composed of many diverse businesses that are not exclusively dedicated to
serving the needs of international tourists. Equally challenging to arriving at a universally
acceptable definition of tourism is finding a commonly accepted explanation of who constitutes
an international tourist. Based on its definition of tourism, WTO (1995) defines tourists as
people who “travel to and stay in places outside their usual environment for more than twenty
four (24) hours and not more than one consecutive year for leisure, business, and other purposes
not related to the exercise of an activity remunerated from within the place visited” (P 14).
Excluded from the definition of a tourist, therefore, is an individual who travels to other
locations for employment purposes. From the perspectives of international tourism, the
Organization for Economic Co-operation and Development (OECD) defines international
tourists as “persons visiting (a) country for less than one year, specifically for purposes of
recreation or holiday, medical care, religious observances, family affairs, participation in
international sports and cultural events, conferences, and other meetings”. This definition not
only describes the type of travelers who should be classified as international tourists for
statistical purposes, but also the different types or forms of international tourism. A UN
publication further contributes to our understanding of who should be classified as international
tourists by pointing to those who should not be counted as such. The groups to be excluded
include foreign students, crew members of foreign ships and aircrafts, travelers who stay in a
given country for less than one day (like international excursionists), persons in transit to other
countries, and employees of international organizations or foreign embassies.
Tourism (has become) a key foreign exchange earner for 83 percent of developing
countries and the leading export earner for one-third of the world’s poorest countries. Despite
this trend, international tourism, as an industry, is far below its potential in many developing
countries in terms of the dollars earned. Hence, there is room for growth with more investment in
the infrastructure and tourism-related businesses and more ambitious tourism management and
marketing strategies. Referring to the importance of the strategic leadership role of destination
country governments, it can be noted that tourism cannot grow into a thriving sector…without
constructive leadership from the national government. Too many countries fail to reap the
rewards of tourism because of poor planning, poorly thought out strategies, and fragmented
policies.
2. TOURISM IN THE WORLD ECONOMY
Driven by a relatively strong global economy, a growing middle class in emerging
economies, technological advances, new business models, affordable travel costs and visa
facilitation, international tourist arrivals grew 5% in 2018 to reach the 1.4 billion mark. This
figure was reached two years ahead of UNWTO forecast. At the same time, export earnings
generated by tourism have grown to USD 1.7 trillion. 1.5 billion international tourist arrivals
were recorded in 2019, globally. A 4% increase on the previous year, which is also forecast for
2020, confirming tourism as a leading and resilient economic sector, especially in view of
current uncertainties.
This makes the sector a true global force for economic growth and development, driving
the creation of more and better jobs and serving as catalyst for innovation and entrepreneurship.
In short, tourism is helping build better lives for millions of individuals and transforming whole
communities. Growth in international tourist arrivals and receipts continues to outpace the world
economy and both emerging and advanced economies are benefiting from rising tourism income.
For the seventh year in a row, tourism exports grew faster than merchandise exports, reducing
trade deficits in many countries. With such growth comes more responsibility in ensuring
effective destination management that minimizes any adverse effect of tourism. Managing
tourism in a sustainable manner for the benefit of all is more critical than ever. We need to grow
more in value rather than just in volume. Digitalization, innovation, greater accessibility and
societal changes are expected to continue shaping our sector. Both destinations and companies
will need to adapt to remain competitive, while at the same time embracing tourism as a means
of achieving the Sustainable Development Goals and building a better future for all.
Most countries – be they developed or developing, rich or poor, and large or small –
compete for a larger share of the international tourism dollars. They capitalize on their cultural
heritage, historic landmarks, rich wildlife, ancient monuments, scenic beauty, and other
distinctive attractions and invest in world class resorts, hotels, and entertainment facilities to
increase their appeal to the greatest numbers and different types of international travelers.
However, success in international tourism is not without a cost. Aside from the investment
needed for developing, upgrading, and maintaining the tourism infrastructure, there are
environmental and social costs that need to be measured and carefully managed.
Although many economists point to the revenues that are earned by destination countries
from international tourism, some observers in developing countries show concern about the
creation of a state of economic, political and cultural dependency that may have long-term
negative consequences.
At present, international tourism occupies fourth place among the world’s leading
industries, the other three being energy, chemicals, and automotives. In 2010, the number of
international tourists reached about 940 million, compared to a mere 25 million in 1950.
The annual revenue from this industry has also been growing at an annual rate ranging
from 4 to 7 percent, and reaching $919 billion in 2010, according to the UN World Tourist
Organization (WTO). As the number of tourists and the revenues from international tourism
grew, the number of favored destination countries had also increased, with the developing and
emergent economies attracting increasingly larger numbers of tourists.
Tourism has a multi-faceted impact on both the countries of origin and the countries of
destination. Such an impact is economic, cultural, environmental, social, educational, and
political. As mentioned earlier, international tourism was responsible for the direct infusion of
$919 billion into the economies of destination countries in 2010, with a potential increase over
the next decade that surpasses projections for many other industries. Since most countries in the
world are both countries of origin and destination, they share the benefits and costs of
international tourism. Therefore, they have a common interest in providing tourists with needed
support, legal protection, and services.
3. ECONOMIC BENEFITS
Seen as an invisible export, international tourism is equated with merchandize and
service exports in contributing to the destination countries’ revenues, employment base, business
profits, and economic revitalization in local communities in touristic areas.
Despite such dependence on this economic sector, such a group of tourism-oriented
economies are not the largest recipients of tourism dollars. This distinction is earned by
larger countries to which international tourism revenues are small relative to the sizes of their
economies and total export earnings
The returns on the destination countries’ investment in their tourism sectors are usually
measured in terms of their net contribution to trade and payment balances; job creation;
profits realized by tourism connected businesses, such as hotels, restaurants, local
transportation companies, resorts, and entertainment establishments; and national and local
governments’ tax revenues. Those countries also calculate the multiplier effect of
expenditures made by tourists when they buy locally-made products and services. Tourist
spending multiplies as it passes through various sections of the economy.
Tourist
expenditures not only support the tourist industry directly, but also help indirectly to support
many other industries. In this way, money spent by tourists is actually used several times and
spreads into various sectors of the economy.
This means that every time money passes from one hand or one business to the next, it
acts as a stimulus, thus multiplying the impact and value of tourist expenditures. The multiplier
is also seen in increased employment beyond the tourism sector in such industries as furniture,
construction, food and beverage production, souvenirs and gifts, handicrafts, and clothing.
Another indirect benefit that has a broader impact on residents at destination
countries comes with the building of a modern tourism infrastructure from improved road
networks and airports to museums, amusement parks, health care facilities and world class hotels
and resorts that have a positive impact on the quality of life in local communities. Such
infrastructural facilities are not reserved for the exclusive use of foreign visitors and can be
economically, socially, and culturally enriching for local residents.
4. THE DANGER OF ECONOMIC DEPENDENCY
As stated earlier, tourism is the fourth largest industry in the word. It is
responsible for 10 percent of the world’s income and about the same percentage of jobs.
However, the level of dependency on this industry in different countries and regions is not
the same. Smaller countries, like the Bahamas that have emphasized this industry and
invested heavily in it, find themselves economically too dependent on it and largely defenseless
against the negative external developments like global recessions that affect the flow of
tourists. For the Bahamas - an extreme example of dependency - international tourism
accounts for 60 percent of the gross national product and about 50 percent of
employment. As a result, the recession that began in the United States in the second
half of 2008, spread to other countries and resulted in an overall 4 percent drop in global tourism
revenues, and the number of tourists visiting the Bahamas dropped by 112, 000, which is a
significant number for such a small country. Such a reduction in the number of tourists
resulted in more than a drop in revenues and tourism-related jobs. It meant temporary
delay in re-paying the debt incurred to build and continue to modernize the tourism
infrastructure and a loss to foreign investors (such as international hotels) in such an important
sector. As it can be observed about the Caribbean islands, in general, building hotels, resorts,
airports, roads, and other modern facilities that would attract international tourists required largescale borrowing and the investment of multinational hotels and financial institutions. Two- thirds
of the hotel rooms in that region are foreign owned and the tour companies that arrange
visitors’ activities are often foreign owned. The conclusion to be drawn from the Caribbean
islands’ experience is that the smaller and the less diversified the economies of destination
countries, the greater their dependence on tourism revenues and tourism-related jobs and
the more economically vulnerable they would become as a result of uncontrollable
external forces and trends. It addition, dependence on foreign investment in tourism reduces
the net benefits realized due to “leakages”, such as the profits repatriated by international hotels
and the payments made for tourism-related imports.
5. SOCIO-CULTURAL IMPACT
International tourism makes possible the interaction of people from different cultures in
a relaxed, friendly, and non-confrontational environment.
As a result, tourists would
leave the host country with a greater understanding of its culture, history, and way of life
that may help in erasing some of the negative stereotypes that are based more on falsehoods
than realities. Similarly, the host society would have a more realistic view of the
differences and similarities among people with different cultural backgrounds. This could
leave us with the conclusion that the cultural impact of international tourism could be quite
positive, at least in terms of global people-to-people relations.
Some critics of international tourism in smaller and developing countries, however,
warn not only of the development of a state of economic dependency, but also of the
emergence of both cultural and political dependencies that limit those countries’ policy
options and cloud their individuality and cultural identity. Fears are expressed that tourism
could eventually lead to, or at least contribute to, the destruction of indigenous cultures
in countries that become too dependent on it, and a significant percentage of whose
citizens become too exposed to foreign cultures and moral values. Indigenous cultures may be
viewed as backward or less modern, particularly by individuals and groups whose livelihoods
are tied to the tourism industry, much to the disappointment of cultural purists in those
societies. Exposure to many foreign cultures is sometimes blamed for making tourism
industry employees too pluralistic in their outlook and culturally neutral. The outcome could be
socio-cultural polarization and conflict between the traditionalists who resent change in
indigenous cultures and modernists who see the merits of change.
6. ROLE OF DESTINATION COUNTRY GOVERNMENTS
Governments of destination countries have a major role to play in the
development, management, and promotion of international tourism. They take responsibility for
developing, modernizing and managing the tourism infrastructure, such as airports, roads, and
national parks, and establishing the regulatory systems that prevent uncontrollable growth
that may damage the environment, historic sites and monuments. In addition,
governments are supposed to act to make it possible for tourists to leave the destination
countries with favorable opinions by planning to avoid the bottlenecks that disrupt the tourists’
plans and schedules. For example, if airports, air flights, or roads are too inadequate to meet
tourist demand, those affected would be stranded and may never consider repeat visits to such a
destination.
Governments also have a primary responsibility in ensuring fair treatment of tourists as
well as protecting their and their property’s safety. In 1999, the United Nations General
Assembly recognized a code of ethics developed by the World Tourism Organization that
urged equal and ethical treatment of international tourists. Article 1, paragraph 4 of those
codes states that: It is the task of the public authorities to provide protection for tourists and
visitors and their belongings. They must pay particular attention to the safety of foreign tourists
owing to the particular vulnerability they may have. They should facilitate the introduction of
specific means of information, prevention, security, insurance and assistance consistent with
their needs. Any attacks, assault, kidnappings or threats against tourists or workers in the
tourism industry, as well as the willful destruction of tourism facilities or of elements of cultural
or natural heritage, should be severely condemned and punished in accordance with their
respective national laws. These codes have also emphasized respect for the host countries’
traditions and the protection of their national heritage, including bio-diversity and ecosystems
in planning the tourism infrastructure. Furthermore, they refer to the responsibility of tourists
to abide by the host countries’ laws and abstain from intentionally engaging in offensive
conduct, including criminal acts that injure the local population or damage the local
environment.
7. TRENDS IN INTERNATIONAL TOURISM
International tourism has been growing at rates ranging from 4 to 7 percent
annually. It recovered before other industries after the great recession of 2008-2009. By 2020,
the number of international tourists, which reached 940 million in 2010, is expected to rise
to 1.6 billion by 2020, according to the World Tourism Organization (UNWTO, 2005,
p.1). Among the changes in this industry that are likely to continue is the shift in desirable
tourist destinations from traditional sites in Europe and America to the developing and emerging
countries, such as China and other countries in East Asia and the Pacific.
Due to the lead that traditional European destination countries have maintained
since the emergence of international tourism, those sites would continue to have a major share
of international arrivals despite the changes. Europe will maintain the highest share of world
arrivals, although there will be a decline from 60 percent in 1995 to 46 percent in 2020”
(UNWTO’s Tourism 2020 vision, p. 2). In addition to the geographic shifts in tourists’
destinations, there is a notable change in the type of tourism emphasized by new destination
countries. Mauritius, for example, has developed the infrastructure needed for medical
tourism - the type of tourism that was traditionally exclusively associated with Europe and North
America. Other countries that have also achieved success in this type of tourism include
Thailand, Brazil, Tunisia, and Morocco.
Tourism is one of the largest industries in the world. It contributes to the destination
countries’ gross national product, employment base, economic vigor, government tax revenues,
and positive global image. However, it is an industry that is sensitive to negative external forces
and events, such as global economic recessions and foreign policy disputes, as well as
internal developments, such as civil wars, security issues, epidemics, and political instability. In
the case of small destination countries, it may create a state of political, social and/or
economic dependency that has the potential of limiting their public policy options and
freedom of action in international forums.
MAIN TOPIC AND SUBTOPICS, TEXT ORGANIZATION, EXPLICATION
OF SPECIFIC INFORMATION
Instruction: You will have to start with identifying the main idea, the main topic, or the
main purpose of the text. Step 1. Survey the text. Make a list of passage headings, which will give
you some clues to help you quickly understand what each part of the text is about. Step 2. Skimread each paragraph. Every paragraph deals with a specific aspect of the topic.
Scan the text for key words
Follow the three-step strategy to make finding key words easier.
Step 1. Make sure you know what you are looking for.
Step 2. Scan each paragraph for 5-10 key words. Do not read every word.
Step 3. Select 5-10 key words for the whole text.
Basing on paragraph 1 give a definition of tourism.
 Basing on paragraph 2 explain why international tourism holds an important place in
world economy.
 Basing on paragraph 3 explain what the economic benefits of tourism are.
 Basing on paragraph 4 explain what is meant by the danger of economic dependency.
 Basing on paragraph 5 explain what socio-cultural impact international tourism has.
Answer the following questions:
What is the main topic of the text?
What does the passage mainly discuss?
What is the author's attitude toward international tourism?
Do you think many Russian businesses are involved in international tourism?
PART 2. THE SKILLS OF EXTENSIVE READING
INTERCONNECTION OF MIGRATION AND TOURISM
Guidelines for reading DOE texts on migration and tourism
Global Migration Indicators, 2018, reported that the number of international migrants
was 254 million in 2017, i.e. 3.4% of the world population (IOM, 2018). According to the World
Migration Report 2018 (IOM, 2017) the number of international migrants was around 244
million in 2015. By comparison, this number was 100 million in 1990, and 84 million in 1970.
The share of international migrants in the world's population thus rose from 2.3% in 1970 to
3.3% in 2015. The largest share of migrants in 2015, 72% of them, is the working age population
of 20 to 64 years. Out of the total number of international migrants, 62% of their international
destinations have been found in Europe and Asia, followed by North America with 22%, Africa
with 9%, Latin America and the Caribbean with 4%, and Oceania with 3%.
According to UN (2015), the largest number of migrants originates from Asia, primarily
India and China and South Asian countries (Afghanistan, Bangladesh and Pakistan). Mexico is in
second place, followed by numerous European countries. Significantly, it is important to
emphasize that any restriction of migration hamper further economic growth.
Two-thirds of US growth since 2011 is directly attributable to migration; in the UK, if the
number of migrants remained constant since 1990, the economy would be at least 9 per cent
smaller than it is now and in Germany, if immigration also remained constant since 1990, the net
economic loss would be 6%.
Text 16-2. MIGRATION AND TOURISM FOR ECONOMIC GROWTH
(Abridged after Age of migration: a chance for responsible tourism and new
tourism experience // Tourism in Southern and Eastern Europe, Vol. 5, 2019)
INTRODUCTION
It is evident that in the 21st century tourists and migrants have a potential role of
economic growth drivers. They are a trigger of multiplicative economic activity and population
flows are the cause and the consequence of economic growth. The fact is that while most
countries are very eager to accept tourists, migrants have quite different treatment that entails
many tensions. The time we live in is called The Age of Migration because migrations have
gained increasing political significance over the past decades. The time we live in is also the time
of globalization, nonetheless it cannot be the time of ethnically pure countries, nor should it be.
Countries advocate for the free movement of capital, goods and services, and on the other
hand, they are considering closing down the borders when it comes to immigrants. There is a
certain amount of courage in today's time to take the position of recognizing the benefits of
transnational immigration links. Based on the transnational paradigm of migration, it is
necessary to recognize transnational migration as "inextricably linked to the changing
conditions" of global capitalism and its accumulation processes.
Bearing in mind the issue of sustainability, the only real issue of the 21st century, it is
necessary to intensively rethink how to use migration movements in the best possible way and
incorporate them into the real needs of developed countries. It should also be borne in mind that
sustainability does not include just the environment but should also be seen in the context of
community, culture and economics.
Returning to tourism and reflecting on its responsible and then sustainable development,
the exploitation of immigration potential is an exceptional opportunity for ensuring sustainable
tourism development. It is well known that the immigrant labor force helps competitiveness and
growth of tourism. Immigration workforce contributes to long-term growth by improving the
human capital of the country and therefore its innovation, productivity and competitiveness in
international markets.
In addition, tourism can be a force for peace. Given this potential, tourism has the
opportunity to help refugees, asylum seekers and other migrants and to contribute to the
responsible tourism development through social and cultural inclusion. Taking into account both
parallel phenomena, i.e. the importance of the development of an inclusive society that will
encompass migrants as equal members of the community and the importance of responsible
tourism development, the research question arises as to how to link these two issues.
The purpose of this research is to identify best practices which can help in the
development of responsible tourism as a cornerstone of sustainable tourism development which
includes migrants in this development with a view to promote economic, cultural and social
cohesion. The authors focus primarily on the European area and the problem in the form of a
large number of refugees with which Europe is confronted. Immigration is considered one of the
major determinants of European competitiveness. The main aim of the study is to identify
potential linkages between tourism and migration and to point to the potential role that inclusion
of migrants and refugees in tourist activities can play in the development of responsible tourism.
1. STATE-OF-THE-ART: CONNECTION BETWEEN TOURISM AND
MIGRATION ¶
It is possible to distinguish two types of mobility: long-term migration and short-term
tourist movement. Short-term tourist movements are a complement to long-term migration; they
are a form of territorial movement that does not represent a permanent change of habitual
residence. Therefore, it is clear that tourism is an integral part of the migration. Today we may
testify to new forms of mobility such as retirement migration or mobility in search of a better
lifestyle.
The boundary between tourism and migration becomes unclear because some people
travel as tourist in pursuit for potential migration destination. However, research directed
towards tourism and migration are developed independently of each other. It should also be
stressed that, from all population trends, tourism is attracting at least academic attention.
Therefore, it is not surprising that at the beginning of the 21st century, scientific considerations
of the connection of tourism and migration in globalization conditions just began. Concerning
the impact of migration on tourism, the most important point is the significance of the Visiting
Friends and Relatives hypothesis. It is about people traveling to visit their friends and relatives
who have previously migrated to a foreign country.
Nevertheless, the presence and growth of immigrant communities can positively
influence tourism flows through several channels. For example, friends and relatives, after
returning to their country, convey their experiences to other friends, which will likely affect their
future travel destinations. In addition, immigrants who travel back to their homeland can
promote the host country and encourage further travel.
It is known that immigration enriches the cultural life of host countries and provides a
broader range of spending opportunities, such as ethnic restaurants and cultural events related to
immigrant communities, which in turn makes the destination more attractive for all types of
tourists (Etzo, 2016). Immigration movements thus influence the enrichment of culture and the
creation of a diverse society. Immigrants who are entrepreneurs in the host country often use
their contacts and business knowledge in the country of origin to work and thus stimulate
business travel between the two countries (Seetaram, 2012). It is possible to conclude that
immigration has a positive effect on tourism demand in the host country.
2. CONCEPTUALIZING SUSTAINABLE AND RESPONSIBLE TOURISM
DEVELOPMENT
Sustainability comes naturally to the Earth, but not so naturally to humankind. Progress
in understanding and achieving sustainability requires integration of scientific, social, economic,
and legal issues. The World Commission on Environment and Development (1987) cast the
concept of sustainability in its present shape. It collated a wide range of views on ecologically
sustainable development (ESD) which it set out in the so-called Brundtland Report, Our
Common Future. This included both biophysical and cultural spheres and enunciated a set of
principles which in the South Pacific have been adopted by many governments, including
Australia, New Zealand, Fiji, the Cook Islands and others.
There are four fundamental canons for the World Conservation Strategy that emerged
from the World Commission on Environment and Development as follows:
- Ecological sustainability. Development must be compatible with the maintenance of
ecological processes, biological diversity and biological resources.
- Economic sustainability. Development must be economically efficient and equitable
within and between generations.
- Social sustainability. Development must be designed to increase people’s control over
their lives and maintain and strengthen community identity.
- Cultural sustainability. Development must be compatible with the culture and the values
of the people affected by it.
The term sustainability is derived from the Latin word “sustinere”, which in turn is made
up of sub meaning: “under” and tenere meaning: “hold”. In English, to sustain can mean to
maintain, to support, or to endure. By adding ‘ability’ to ‘sustain’, the term sustainability then
logically refers to the ability to support, to maintain or to endure. In other words, taken literally,
something sustainable is something that endures for a long time - something that does not wear
out quickly.
However, over the years we have come to interpret the term sustainability differently.
Mainstream environmental practices first emerged in the 1980s, when recycling became a
household word for the first time.
In 1987, the United Nations took the bold step of writing Our Common Future, a new
theory for business and society to progress without harming the planet. This important text
created the theory of sustainable development, or "development that meets the needs of the
present without compromising the ability of future generations to meet their own needs”.
Human sustainability, as Martin and Schouten (2014: 11) define it, is the opportunity for
all people to maintain fulfilling, productive lives while preserving or replenishing the natural and
economic systems that make their well-being possible.
According Yanez Arancibia et al (2013: 3) sustainability is defined as ‘meeting human
needs in a socially and economically fair manner without depriving ecosystems of their health’;
most of the words in its definition are normative and carry some value.
Depending on how critical normative terms are defined, sustainability could mean
anything from ‘exploit as much as desired without infringing on the future ability to exploit as
much as desired’ to ‘exploit as little as necessary to maintain a meaningful life’.
There are different steps towards sustainability, starting with the problem of both global
change and human impacts that are putting in jeopardy both the environment and the
sustainability of resource exploitation.
If social and economic development ignores the ecological dimension, or there is a lack
of attention to environmental values, ethics, laws, or policy dimensions of sustainability, the
progress towards sustainable development would be utopian. DeBlanc Goldblatt (2012: 4)
defines sustainability like ethical behavior with a long-term perspective that covers more topics
than just environmentalism. Sustainability means thinking not just about tomorrow, or next year,
but about 100 or 1,000 years from now, and it remains a critical principle for modem business.
The tourism sector has been a relative latecomer to the development debate and to its
responsibilities and role in advancing sustainable development.
In the immediate post World War 2 rush to develop, tourism was initially ignored in the
national development plans of most Third World countries. In other parts of the Third World,
such as the Caribbean, the importance of tourism had been recognized earlier and led to such
descriptions by economic advocates as “tourism, passport to development”. In the past two
decades, tourism has begun to find general recognition as an economic sector that can contribute
to “development”. Virtually all countries around the globe have now embraced tourism, with
greater or lesser enthusiasm. The tourism industry, with its reliance on recreational air travel, is
one of the world’s large gas consumers and polluters. Tourist activity can also degrade both the
ecological and social life of a native population.
3. INCLUSION OF IMMIGRANTS IS RESPONSIBLE TOURISM
DEVELOPMENT IN PRACTICE
Immigration has a valuable role to play in strengthening the EU’s competitiveness,
addressing current and future demographic challenges and filling labor shortages. The key to
maximizing the benefits of immigration is the successful integration of migrants into their host
societies. Generally, people believe that immigrants are poorer, more dependent on welfare, and
more numerous than they really are (Migration data portal, 2019).
Public opinion on migration may also influence the degree to which a migrant integrates
into their receiving community (Merelli, 2018). European residents appear to be, on average, the
most negative globally towards immigration, with the majority believing immigration levels
should be decreased.
People’s views about their personal and their countries’ economic situations may be the
strongest predictors of their views of immigration. Those who perceive economic situations as
poor or worsening are more likely to favor lower immigration levels into their countries. The
reverse is also true: those who perceive their individual or their countries’ economic situations as
good or improving are more likely to want to see higher levels of immigration (IOM, 2015: 1).
Tourism has the opportunity to play a crucial role in this area. Nevertheless, according to Smith
(2017), tourism is „an industry based on providing a welcome for foreigners”.
4. POTENTIAL OF MIGRATION-BASED RESPONSIBLE TOURISM
DEVELOPMENT
Migration has always been in the human nature that strives for greater prosperity, and
globalization conditions that govern the world are just an accelerator of that aspiration. Human
nature is also a striving for progress that has called into question the economic, ecological,
sociological and cultural sustainability of further development of the human species. All
migration-related forecasts, including tourism, indicate that there are continuous growth rates
ahead of them. Tourism as the current generator of economic growth can only preserve its
development if the principles of sustainable development are maintained. This means that their
business must be based on responsible tourist development, which implies the implementation of
the sustainability principles. Given its economic power, it is not surprising that it has a
noteworthy role in the achievement of the 2030 Agenda for Sustainable Development (Radić,
2018).
Once again, it should also be mentioned that migration has the potential to be a generator
of economic growth. It is possible to conclude, from the literature review that deals with the
relationship between tourism and migration that the mutual linkage of these two phenomena will
only grow in the decades to come.
Migration-led tourism hypothesis argues that migration can affect the development of
tourism. Migrants visit relatives and friends, then the same visitors convey knowledge of the host
country and thus encourage the arrival of new tourists, migrants significantly enrich the host
country's culture, immigrant entrepreneurs influence the development of tourism activities in the
host country and ultimately migrants influence the further tourism growth. Furthermore, taking
into account examples of best practice from previous analysis, immigration can contribute to the
development of responsible tourism by providing a sustainable travel experience and by
discovering the authentic cultural heritage of migrants’ home countries.
Tourism-led migration hypothesis argues that tourism can affect migration through the
supply side and through the demand side. In other words, on the one hand, tourism attracts
second-home owners and people in retirement and on the other hand, tourism and hospitality
industry is attractive to migrants because it is relatively easily accessible given the necessary
linguistic and other skills (Janta, et al., 2011).
Likewise, responsible tourism can influence the increased inclusion of refugees, asylum
seekers and other migrants. Proof findings are positive practices presented in the previous
section. Migrants often lead to tensions in the community they enter, especially if they do not
integrate into the society of the host country and challenge social standards (Rogers et al., 2009).
Immigrants, if they are colored, often observe anger and distrust in the communities they enter
(Kozak, Kozak, 2015). Despite the continuing demand for their services, due to the ethnic and
racial diversity they bring with them, they are followed by a growing aversion of the domicile
population (Espenshade, Hempstead, 1996).
CONCLUSION
The continuous upward trend in the number of tourist arrivals at global level has led to
the development of a concept of responsible tourism that was defined in Cape Town in 2002 and,
over time, its importance becomes more and more important. Its main goal is to "make better
places for people to live in and better places for people to visit" (Cape Town Declaration on
Responsible Tourism in Destinations, 2002). In parallel, thanks to the process of global
integration, with an increase in the movement of people from the tourism initiative that imply
some kind of pleasure, there are also large migratory movements of people who are usually
motivated by a quest for a better life. Migration movements, including tourism, also affect the
creation of national policies. Though the last decade has seen the rise of extremist and exclusive
political ideas, it is necessary to bear in mind the established pattern of development that
migration retreats.
Immigrants who come to a certain place are not isolated from their homes, communicate
with each other, form clusters, bring new ideas, skills and money. After a while, the companies
that originate from their countries, taking capital investment and ultimately employ migrants and
locals follow them. Looking at the current practice examples it is possible to conclude that the
inclusion of migrants as the active participants of the society is an opportunity for the
development of responsible tourism.
Because of immigration, people can meet different cultures. It is something they would
not have been able to do in a world where everyone stays where they live. Immigrants bring in
new dynamics when they move to new country. Experiencing new cultures, other nationality
customs, socializing with locals who are not originally from the same country, is a privilege
enjoyed by residents whose neighbors came in seek of a better life opportunity. In this way,
people can experience sustainable travel and at the same time create meaningful and immersive
travel experiences aimed at discovering the authentic cultural heritage of a migrant’s home
countries. Inclusion of migrants in tourism development is a brain wave, which can make the
destinations more responsible as well as sustainable.
Your assignment is to write a 2-page precis of this text
A précis is a summary, in your own words, of the work you have read. It briefly covers
the important points in the work. It is not a paraphrase, and thus is not as long as the original
work. It is objective and does not critique or evaluate the information.
First Step – Read Actively
 Read the work through once.
 During this reading, pay attention to: The author’s purpose; The main ideas of the
passage/article; The author’s argument; The support for the argument; The author’s insights.
 This information will have to be concise and clear in your précis.
Second Step – Summarize
 Read the work through again.
 Make a one-sentence summary of each paragraph or division in the text. Now you have
created a basic outline of the work.
Third Step – Writing
 Depending on the required length of the assignment, write a short introductory
paragraph or sentence. This should include, at a minimum, the author, the title and the thesis or
main idea.
 Use the sentences you wrote in the second step as details to develop your short précis
paragraph or as topic sentences for the body paragraphs in a longer précis assignment.
 Keep the body paragraphs as concise as possible, but make sure to include the
necessary information that you noted when reading the work through the first time (purpose,
research, methods, insights, support).
 To conclude the précis, summarize the thesis in a new paragraph and list any
recommendations made by the author.
Fourth Step – Editing and Proofreading
 Check your précis against the assignment instructions to make sure it meets all
requirements.
 Check the initial work to make sure you have made a complete summary and have not
added any personal opinion.
 Check for correct spelling and grammar, clarity, and coherence.  Finally, read your
précis aloud.
UNIT 17. THE COMPETITIVENESS OF TOURISM AND HOSPITALITY
BUSINESS
Guidelines for reading DOE texts on competitiveness
The competitiveness of industry and firms has been one of the most important themes of
research in the fields of economics and business studies. Although the concept of
competitiveness of nations was initially proposed by economists, the term has also gained
importance as a subject of study among management scholars. Most empirical studies on
competitiveness at the industry level have been related to the manufacturing and related sectors,
and only recently have some researchers started to examine the international competitiveness of
the service sector with a particular focus on tourism destinations and the hotel industry that
deserves a systematic and critical review. As the tourism and hotel industry continue to prosper
in the global economy, competition—whether it be international or domestic among members of
the industries—becomes fiercer. Possessing competitive advantages could be key to success for
those members.
PART 1. THE SKILLS OF INTENSIVE READING
Text 17-1. DESTINATION COMPETITIVENESS IN TOURISM
(Abridged after H. Tsai’s at al. Tourism and hotel competitiveness research //
Journal of Travel & Tourism Marketing Volume 26, 2009)
Concepts of competitiveness
Competitiveness research starts arguably with the seminal work on the competitiveness
of nations by Porter (1990), who defined national competitiveness as an outcome of a nation's
ability to innovatively achieve, or maintain, an advantageous position over other nations in key
industrial sectors. Organization for Economic Co‐operation and Development (OECD) defined
competitiveness as “the degree to which a country can, under free and fair market conditions,
produce goods and services which meet the test of international markets, while simultaneously
maintaining and expanding the real incomes of its people over the longer term” (1992, p. 237).
In terms of the driving factors that determine national competitiveness, Porter argued that
“it is firms, not nations, which compete in international markets” (1998, p. 33). The firm‐level
competitiveness generally refers to the ability of the firm to increase in size, expand its global
market share, and its profit. A nation's competitiveness can be measured by the accumulation of
the competitiveness of firms operating within its boundaries; furthermore, the strength of these
firms is considered to be the single most important criterion of national competitiveness.
Competitiveness encompasses everything from national government policies and citizens'
attitudes to investments in infrastructure and manufacturing capability. National competitiveness
exists because of competition. The presence of competition makes competitiveness a relative
quality and competitiveness is essentially a zero‐sum game. In other words, it is the quality of a
competitor that determines its probability of winning the competition, which indicates that the
competition has to be specified along with the competitiveness.
Competitiveness is considered to involve a combination of assets and processes, where
assets are either inherited (e.g., natural resources) or created (e.g., infrastructure) and processes
transform assets to achieve economic benefits through sales to customers. Competitiveness is
related to productivity growth and entails quality differences, relative prices, production and
distribution costs, the ability to market, and the efficiency of the supporting marketing and
distribution system. It is a country's ability to create, produce, distribute and/or service products
in international economy, while rising returns on its sources.
In comparison with the definitions of national competitiveness, the firm‐level
competitiveness is a straightforward concept. It is a firm’s ability to design, produce, and/or
market its products superior to those provided by its competitors, considering both the price and
non‐price factors.
Competitiveness remains a difficult concept and is still not precisely defined in various
contexts as is shown by the definitions given above. Nevertheless, competitiveness is obviously
seen as involving elements of productivity, efficiency, and profitability as a means of achieving
rising standards of living and increasing social welfare. Indeed, the nation's competitive position
lies in the creation of a social and economic environment that encourages the firms to take
actions that promote their own self‐interest, while at the same time enhancing national
competitiveness. However, an important point to make is that not all of the firms/industries in the
nation contribute to competitiveness. In recent years, the concern with competitiveness has also
drawn the attention of researchers in the fields of destination tourism and the hotel industry.
The Concept of Destination Competitiveness
The issue of competitiveness of tourism destinations has become increasingly important,
particularly for countries and regions that rely heavily on tourism. A destination may be
considered competitive if it can attract and satisfy potential tourists. Not only does the
competitiveness of a destination directly affect tourism receipts in terms of visitor numbers and
expenditures, but also it indirectly influences the tourism‐related businesses, such as the hotel
and retail industries in that destination, to a certain extent. Destination choice remains one of the
first and most important decisions made by tourists; and this decision in turn is, to a large extent,
subject to a number of external factors, such as country image, accessibility, attractiveness,
safety, etc. Destination choice, on the other hand, also determines inter‐enterprise competition
between airlines, tour operators, hotels, and other tourism services.
The tourism business is not singular but encompasses a three‐dimensional concept
including market, product, and technology that satisfy people's leisure wants and needs. Going
beyond the firm level, destination competitiveness is based on the notion that it is a cluster of
tourist attractions, infrastructure, equipment, services, and organization that jointly determine
what a destination has to offer to its visitors. Because of the multiplicity of industries involved in
making destinations become competitive, it is necessary to look beyond rivalry among firms and
examine the extent of cooperation needed for the future of competitiveness. Destination
competitiveness provides a high standard of living for residents of the destination, maintains its
market position and share, includes objectively measured variables such as visitor numbers,
market share, tourist expenditure, employment, value added by the tourism industry, as well as
subjectively measured variables such as ‘richness of culture and heritage,’ ‘quality of the tourism
experience,’ etc.
True destination competitiveness must be sustainable not just economically, and not just
ecologically; but socially, culturally, and politically as well.
Destination Competitiveness Models and Determinants
Comparative advantages (e.g., low labor costs and attractive exchange rates) had long
been believed to be the only contributing factor to a successful tourist market. However,
competitive advantages appear to be key to assure a long‐term success of tourist destinations.
Efforts of governments should be focused on two areas: strategic planning of the country's tourist
businesses, which guides the development of the public sector as well as the private one and the
involvement of all the affected parts; and to establish a competitive environment for this kind of
business, which should be the base of the tourism policy.
Based on the Calgary Model of Competitiveness (CMC) in Tourism, an exploratory
framework of competitiveness of international tourism, the incorporation of five tourism‐specific
sub‐factors including substitutes, entry/exit barriers, organization design, technology, and value
to the CMC that is specifically applicable to Las Vegas. Service quality should be independent of
price, not related to it. Indeed, value perceived by customers in the hospitality setting combines
elements of both price and a customer's expectations for a service experience. Destination
competitiveness model for Las Vegas pinpoints potential problem or opportunity areas for the
Las Vegas market and offers insight for further destination competitiveness research.
This framework for tourism destination management is based on the theoretical concepts
of competitive (effective use of resources) and comparative advantages, which consider a
number of broad categories of factor endowments—human resources, physical resources,
knowledge resources, capital resources, infrastructure, and historical and cultural resources.
However, it is not good enough to merely list the factors that determine the destination's
competitiveness; it is also important to understand the relationships and interplays between these
factors. The conceptual model of destination competitiveness includes the following
components: competitive (micro) environment, global (macro) environment, core resources and
attractors for primary elements of destination appeal, supporting factors and resources for
secondary elements of destination appeal, destination management, and qualifying determinants
(i.e., situational factors). Government and chance events are viewed as influencing
competitiveness through their impact on the basic determinants.
Tourism development impacts construct in terms of creating jobs and attracting
investment capital and place attachment construct in terms of emotional/symbolic attachment to
the community significantly influence the stakeholders' development of tourism attractions,
which in fact also positively determine their support for destination competitive strategy.
Another model of destination competitiveness enables comparisons between countries
and between industries within the tourism sector. This model explicitly recognizes demand
conditions as an important determinant of destination competitiveness.
The destination competitiveness is supported by the inclusion of both industry
(business‐related factors) and destination attributes across locations and markets.
Bahar and Kozak examined the competitive position of Turkey vis‐à‐vis five other
countries by comparing the views from both tourists and service providers. In their study, four
factors—including cultural and natural attractiveness, quality of tourist services, availability of
tourist facilities and activities, and quality of infrastructure—were extracted; the 23 potential
determinants of destination competitiveness and significant differences were found to exist
between tourists and service providers on their views of the competitive position of Turkey.
Dwyer, Forsyth, and Rao compared the price competitiveness of 19 countries by
developing a price competitiveness index. They argued that price differentials, along with
exchange rate movements, productivity levels of various components of the tourist industry, and
qualitative factors affect the attractiveness or otherwise of a destination. They claimed that
overall destination competitiveness is determined by both price and non‐price factors—
socio‐economic, demographic, and qualitative factors that determine the demand for tourism.
Social, cultural, and psychological factors such as tourists' social statuses, personal
interests, and cultural backgrounds and the geographic characteristics of the destination country
influence the price competitiveness. Not only relative price competitiveness of a country could
differ from one sector of the international tourism basket to the other, but also how changes in
price competitiveness from one period to another could results from changes in the exchange
rate, or cost of tourism basket relative to other goods and services within the country, or a
combination of all.
The Competitiveness Monitor
Eight main indicators of tourism competitiveness are attributed to a Competitiveness
Monitor (CM) initiated by World Travel & Tourism Council (WTTC) for over 200 countries.
The eight indicators, presented in index form, show the level of performance of each
country relative to other countries and include price, openness in (international) trade,
technology, infrastructure, human tourism (i.e., achievement of human development in terms of
tourism activity), social development in the quality of life in the society, environment, and
human resources. The social and technology indicators have the most weight, while,
surprisingly, human tourism and environment indicators have the lowest. The environmental
indicator is of particular importance to tourism, especially when the growth of eco‐tourism is the
main concern in a destination. Price had a significant inverse relationship with competitiveness:
Developed countries tend to be more competitive in terms of the other indicators and less
competitive in terms of price.
Taking into account market share and economic growth indicators weighted by bilateral
distances of the geographical location of destinations and the inclusion of a cultural heritage
indicator, three of the eight competitiveness determinants were found to contribute to the overall
destination competitiveness: heritage and culture, economic wealth, and education. Attention
should be paid on the education factor that countries of lower educational standard benefit in
terms of competitive advantage.
The European Foundation for Quality Management Model (EFQM is used to assess and
evaluate destination competitiveness in Europe. This model assumes that factors such as
customer satisfaction, people (employee) satisfaction, and impact on society are realized through
leadership‐driving policy and strategy, people management, resources, and processes—leading
ultimately to excellence in business results. In particular, leadership, planning, human resources,
customer satisfaction, and measurement of performance are identified as important conditions to
attain quality improvement and implementation.
Destination Benchmarking
The Austrian Government implemented the Benchmarking Indicator System, which
initially was based on price and capacity only. In this benchmarking approach tourism quality
attributes were divided into three different categories of factors (basic factors, excitement
factors, and performance factors) that display a differing impact on tourist satisfaction. These
three categories demonstrate that basic factors are the prerequisite conditions for market entry. If
the basic factors are delivered, it is also important to have performance factors that are directly
connected to customers' needs and desires. Finally, unexpected (excitement) factors could make
a destination more attractive. Two different methods can be used to empirically test these
three‐factor structures of customer satisfaction.
Vavra's two‐dimensional Importance Grid, which is a structural picture of customer
satisfaction. It is based on customers' self‐stated importance assessments. It deciphers hygiene
and enhancing factors of customer satisfaction by comparing importance scores regarding
specific service (i.e., destination) attributes with implicitly derived performance scores. It is
hypothesized that tourists can distinguish between explicit and implicit importance dimensions
of service features, which in turn can help identify three distinct satisfaction determinants:
satisfiers, performance factors, and dissatisfiers. The main criticisms of tis method is that it fails
to explain why different satisfaction factors can be arrived at by combining implicitly and
explicitly derived importance scores.
Brandt's Penalty‐Reward‐Contrast analysis is a performance‐only approach, which only
focuses on one variable (i.e., the satisfaction). This method employs a dichotomized regression
model with two sets of dummy variables, in which the first set exemplifies in quantitative form
excitement factors and the second represents quantitative form basic factors
In this method, if customers are experiencing low levels of satisfaction, the penalties for a
destination would be expressed in an incremental decline; if customers are experiencing high
levels of satisfaction, rewards are then expressed in an incremental. Consequently, the observed
destination attributes would be classified as basic factors if penalty levels surpass reward levels.
If, on the other hand, the reward index surpasses the penalty value, the observed destination
attribute should be interpreted as an excitement factor. If the reward and penalty values are the
same, customers are said to be satisfied only if the performance level of the attribute is relatively
high, while dissatisfaction will result from low performance level of the attribute on the other
side This approach seems to have a better potential, compared to Vavra's method, for identifying
the factor‐structure configuration of tourist satisfaction in destinations.
Destination benchmarking is problematic since there are so many factors that influence
the satisfaction levels of tourists. However, features of destinations can be classified under two
main headings: primary and secondary features, which together contribute to the overall
competitiveness of a tourism destination. Primary features include climate, ecology, culture, and
traditional architecture; and secondary features refer to superstructures developed specifically for
tourism, such as hotels, catering, transport, and entertainment facilities. One major advantage of
the method is its ability to capture the intrinsic characteristics of a destination, which may,
otherwise, be difficult to measure.
Travel and Tourism Competitiveness Index (TTCI)
The World Economic Forum Geneva published the Travel & Tourism Competitiveness
Report (TTCR) in an attempt to explore the factors that drive travel and tourism competitiveness
of destinations. It provides a comprehensive strategic tool for measuring the factors and policies
that make a destination attractive to international tourists. The TTCI is composed of 14 “pillars”
of travel and tourism competitiveness, which include: policy rules and regulations,
environmental regulations, safety and security, health and hygiene, prioritization of travel and
tourism, air transport infrastructure, ground transport infrastructure, tourism infrastructure,
information and communication technology (ICT) infrastructure, price competitiveness in the
travel and tourism industry, human resources, affinity for travel & tourism, and natural and
cultural resources. The 14 pillars are then organized into three subindexes capturing the broad
categories of variables that facilitate or drive travel and tourism competitiveness. These
categories are (a) travel and tourism regulatory framework; (b) travel and tourism business
environment and infrastructure; and (c) travel and tourism human, cultural, and natural
resources. The report is valuable in advising developing destinations on areas that deserve
attention or focus for better tourism destination development
Instruction
In this unit, your assignment will be to write an essay about the competitiveness of
tourism and hospitality industry based on the two combined texts of Unit 17. As an interim step
approaching you to coping with this assignment you will have to discuss what the
competitiveness is, and express your personal view on the concept of competitiveness in general and
travel and tourism competitiveness in particular. Even if you don’t think of personally being involved in
tourism and hospitality business you may have some ideas for your essay to be shared with your
teacher and fellow students.
Identify where to find information:
Step 1. Survey introductory and concluding paragraphs and identify the core ideas of the passage.
Step 2. Skim the rest of the passage to make sure.
Step 3. Scan the text to find the correct wording of its main idea, the topic, and the
purpose, write out the key words from each paragraph.
Formulate the field of research, the topic, the main idea, the purpose of the
author (what he wants the reader to believe in).
What circumstantial evidence can be inferred from the following paragraph:
…if customers are experiencing low levels of satisfaction, the penalties for a destination
would be expressed in an incremental decline; if customers are experiencing high levels of
satisfaction, rewards are then expressed in an incremental. Consequently, the observed
destination attributes would be classified as basic factors if penalty levels surpass reward levels.
If, on the other hand, the reward index surpasses the penalty value, the observed destination
attribute should be interpreted as an excitement factor. If the reward and penalty values are the
same, customers are said to be satisfied only if the performance level of the attribute is relatively
high, while dissatisfaction will result from low performance level of the attribute on the other
side.
Take 5-6 minutes to review and recite the main points of the text with the help of the
paragraph headings.
PART 2. THE SKILLS OF EXTENSIVE READING COMPETITIVENESS IN
HOSPITALITY INDUSTRY
Guidelines for reading DOE texts on competitiveness in hospitality industry
The competitiveness of a country derives from the performance of its enterprises, which
certainly include the hotel industry. While a community's growth stimulates hotel performances,
in turn hotels contribute to the community's economic, social, and cultural development. The
hotel industry benefits from a destination's economic growth and stability and community
developments, such as office buildings, retail malls, and entertainment facilities, which draw
both business and leisure travelers and help create demand for hotel rooms. There are many other
factors (e.g., input, process, output, and outcome) that determine the hotel industry's
competitiveness. Indeed, hotels utilize input factors and produce a variety of products and
services (outputs), and the nature of these outputs depends very much on hotels' strategic and
competitive positions in the region. The impact of these measures in terms of tangible outcomes
is reflected by the market share of the hotel industry and by the price competitiveness of the
hotel industry in the regional market.
Text 17-2. COMPETITIVENESS OF THE HOTEL INDUSTRY IN THE
REGIONAL MARKET
(After H. Tsai’s at al. Tourism and hotel competitiveness research // Journal of
Travel & Tourism Marketing Volume 26, 2009)
Strategic Decisions
Strategic decisions guide the development of a firm and hence affect its competitiveness.
The ability of a firm to find or create a position in a market is at the core of strategy
development. When firms in the industry have reached their mature stage, each firm within this
industry may struggle with the formulation of corporate and business strategies to stay ahead of
their competitors A number of frameworks are identified that could help firms formulate
strategic decisions leading to a competitive position.
Hotel Performance Measurement Framework is perhaps the most comprehensive one,
which links three salient areas of strategic planning: formulation, implementation, and
evaluation. The traditional way of gauging hotel performance from a finance‐only perspective is
not capable of presenting the true performance of the hotel industry. This framework was
designed to capture both economic and organizational‐specific factors and changes in the
external environment. The central theme of the framework is that input, output, processes,
market, strategic orientation, and environmental characteristics are associated with outcomes.
Moreover, the evaluation of a hotel's performance involves analyzing three categories of factors,
which include physical characteristics, factors determined by the market, and factors that are
controllable (e.g., salaries) by the hotel general manager.
The Competitive Action Framework has been designed to analyze strategic conduct
among firms in the hotel industry This framework suggests that the extent of differences of action
portfolios within and between firms is relevant in determining a firm's performance. It is
determined by the competitive environment; it is the matter of the possession of resources, as
well as the moves of the competitor. Two modes of differentiation were devised: diversity in
competitive actions and non‐conformity behavior toward competitive actions of competitors. It
is found that strategic flexibility is important; it is better for hotels to have a diversified
competitive action portfolio, which should conform to that of their competitors.
Hotel Productivity is always a top priority for hotel operators. It encompasses an
umbrella concept that includes efficiency, effectiveness, quality, predictability, and other
performance dimensions, as well as a concept reflecting only production efficiency. Service
firms can increase productivity in four ways. Firstly, the firm can improve its labor force through
better recruiting or more extensive training (human capital). Secondly, it can invest in more
efficient capital equipment (capital). Thirdly, the firm can replace works with automated systems
(technology). Lastly, the firm can recruit consumers to assist in the service process. As labor
costs generally account for the highest percentage of hotel operating expenses, these four ways
of enhancing productivity could serve to help produce the highest level of output with the lowest
level of input.
Productivity Assessment Using Data Envelopment Analysis
One way to examine the performance/productivity of a hotel is the use of data
envelopment analysis (DEA). DEA can take into account controllable and uncontrollable
(environmental and situational) factors in analyzing the firm's productivity/efficiency. Indeed,
meaningful productivity statistics must not only accurately identify inputs and outputs, but must
integrate all critical variables if such a measure is used to assess the overall operational
productivity or efficiency. A major advantage of DEA is that it does not require an assumption
about the functional form of the model that underpins the relationships between the input and
output variables.
Wang et al. (2006) employed the DEA and used the Tobit regression model to evaluate
the efficiency determinants of the firms. This model was applied because firm and market factors
can be differentiated and are beyond the traditional input‐output setting, but contribute to
efficiency. A stepwise model of DEA is an iterative procedure in which the productivity is
measured in terms of the important factors identified. The identified factors are incorporated into
the DEA model, and the process is repeated until no other factors that determine the efficiency
measures remain. The stepwise approach is beneficial for decision‐making purposes, as this
method can interpret why particular units are either efficient or inefficient at each step, by
separating the efficiency scores of every step in the efficiency tables.
Marketing
As competition in the hotel industry becomes more intense, it is increasingly important
for hotels to invest more in marketing activities to attract and retain guests and distinguish
themselves from their rivals in order to stay in the. Investment in processes is important, as it
influences customer satisfaction and service quality in the end; if processes perform badly, it will
affect the efficiency, and certainly competitiveness of firms.
Like most companies, hotel firms typically spend considerable amounts of their budgets
on marketing activities, including sales and promotion (branding). Marketing is considered a
social and managerial process by which individuals obtain what they need and want through
creating and trading product and values with others. Moreover, a marketing‐oriented firm tries to
create value through providing goods and services geared toward consumers. Effective
marketing activities are positively related to business performance; a firm's
efficiency/productivity depends very much on the ability of the managers to formulate the right
marketing strategies, which could then be implemented effectively by the marketing department
within the service firm. The growth in brands and market segmentation has stimulated the need
for hotels to “staff up” within the marketing department. However, if marketing expenditure is
too excessive, the purpose of marketing may be defeated. That is, service firms should first
minimize the level of marketing expenditure efficiently and then use marketing effectively to
raise the level of productivity.
Consumer Satisfactions, Service Quality, and Pricing
Understanding consumer satisfaction is critical as it is believed that satisfaction leads to
repeat purchases and favorable word‐of‐mouth promotion by clientele. In the hotel industry,
customers tend to stay loyal to a brand when they are satisfied with the quality of the service that
has been provided.
Consumer (dis)satisfaction consists of the general feelings that a consumer has developed
about a product or service after its purchase. In addition, this is influenced by items such as
culture, social class, personal influence and family, and other individual differences (motivation
and involvement, knowledge, attitude, lifestyle, personality, and demographics.
The method of Linear Structural Relations (LISREL) helps to examine hotel customer
satisfaction among business travelers. LISREL is a modeling program that can be employed to
empirically assess theories that are usually formulated as theoretical models for observed and
latent (unobservable) variables. If data are collected for the observed variables of the theoretical
model, the LISREL program can be used to fit the model to the data. Tangible and intangible
dimensions of three departments (reception, housekeeping, and food and beverage) could explain
overall satisfaction, in which tangible aspects of the housekeeping and intangible aspects of
reception have the strongest effects on overall guest satisfaction.
The service quality (how well the service delivered meets customers' expectations) is
difficult to define. As hotel products and services become more homogeneous, it is crucial for
hotels to provide high quality services to differentiate themselves from their competitors., where
delivering a quality service means conforming to customers' expectations. Some service quality
measurement methods were proposed, and one such method is SERVQUAL used to examine the
service quality expectations of hotel customers. Caution has to be made that the service quality
dimensions in the SERVQUAL differ from one segment of the hotel industry to another and that
cultural differences matter as well. The service expectations of hotel customers differ from
culture to culture.
The main interrelationships between service quality and the competitiveness of hotels,
depend on external and internal effects. The external effects are customer satisfaction and its
influence on the sales volume and the client's willingness to pay. The external effect mainly
refers to the average direct costs of service provision. The service quality has a positive and
direct effect on competitiveness. Moreover, it has an indirect effect via other variables, such as
the occupancy level and average direct costs.
Another important variable that relates to customer satisfaction and service quality is
pricing. Hotel room price possesses a relative quality, compared to general goods and services,
which may either stimulate or deaden the hotel room demand. If a hotel fails to satisfy the
customers' needs, the hotel will tend to lose its customers. Price has a major impact on the
selection of accommodations through the process of early decision (budget, location, reason for
stay, etc.). Customer pricing expectations differ between Asian and Western consumers, thus
influencing their satisfaction with hotel services.
Technologies and Innovation
As technological innovation of products and services is different, innovation in the
accommodation services should be treated differently. The hotel industry is a supplier‐driven
sector that innovates in applying research and development (R&D) embodied in technology,
rather than undertaking internal R&D activities. As long as technological innovation leads to
better and rapid reaction to the changing environment conditions and as long as the innovation is
integrated in the company strategy, technology can be seen as a way to improve competitiveness.
On the other hand, technology investments may lead to improved total productivity.
Technological change (innovation) involves any investment that improves total productivity of a
productive unit; it arises due to capital accumulation, which gives rise to the adoption of
technology by best‐practice hotels, thus, shifting the frontier of technology. In hotel business,
technological change means investing in new techniques with the aim of improving results.
The relationship between innovation propensity and the hotels' category, governance
settings and size show that higher‐tariff hotels and hotels that belong to a chain are more
innovative, because they tend to, and can easily, gain the “know‐how” and other intangible assets
compared with the lower tariff and hotels that do not belong to any chains. It has also been
demonstrated that in order to improve the competitiveness, hotels need to adjust training and
other human resources investments in response to innovations (see, for example technology in
the service industry as knowledge technology, because the employees carry the knowledge that
is needed in the hotel business). Physical technology, such as buildings and associated
equipment, are easy to transfer; but technology needed for innovative methods and processes in
the service organization is more difficult to transfer. It requires different types of skills,
knowledge, and absorption capacity of people. In particular, successful technology transfer in the
hotel industry depends upon the availability and willingness of employees who are provided with
adequate education, training, development, and promotional opportunities.
The technological dimensions in this framework can be viewed from a service
perspective along two dimensions: diversity, which refers to the number of different service
units; and complexity, which represents the degree and nature of relationships that exist between
subunits. Increased diversity and complexity will have technological implications, which
requires a more coordinated organizational structure.
Information Technology (IT), such as the Internet, intranets, and central reservation
systems, is one of the crucial technology investments that are often made by hotels to improve
performance The installation of computer applications in the front office could improve
performance of hotels. Although installing back‐office applications, such as personnel,
purchasing modules, accounting modules, and financial reporting modules, may not contribute to
the improvement of hotel performance in the short‐term, it does help with the improvement of
the hotel's long‐term productivity.
Operational (Environmental) Costs
In many hotels, energy charges account for a substantial proportion of operating costs.
After staffing costs, energy is one of the largest elements of expenditure; rising price of energy
leads to an increase in operating costs for hotels and a potential reduction in profitability.
Increasing costs of resources and the impact of waste could affect the income, environmental
performance, and public image of the hotel.
The energy flows in the hotel start from the various fuel inputs (such as electricity, etc.),
which belong to eight cost centers (e.g. lift, catering, laundry, etc.) and finally down to the five
end‐use services (such as leisure, bar, baths, room stay, etc.). The importance of an energy
management program is in achieving increased profitability due to reduced operational costs and
other non‐business (sustainable development) reasons to conserve energy use in hotels.
However, it is important to note that without the skills and knowledge of employees, it is not
possible to implement effective energy management programs. Thus, human capital is a crucial
factor; hotels should invest more in training and educating their staff about the environmental
issues.
Other Aspects of Hotel Competitiveness
Strategic alliances in the hospitality industry competitions are often formed with
competing firms that possess complementary skills and resources. Key resources include
location, brand name, and customer base. Direct advantages for members are: quick access to
new markets, technology, knowledge and customers, circumventing or co‐opting regulatory
barriers, absorbing a key local competitor, lowering risk by sharing costs, and benefiting from a
partner's political connections.
In particular, the hotel industry's performance is determined by the factor conditions,
including well‐trained staff and infrastructures; the demand conditions, such as the spending
power of tourists; the supporting industries like transportation and travel industries; and firm
strategy, structure, and rivalry, such as the entry mode, pricing strategy, and even the location of
the head office of the hotel chains, etc. A healthy market, together with effective investments in
technology, are also important determining factors of the hotel industry's competitiveness.
Competitiveness concerns of hospitality
In cognizance of the multidimensionality of the competitiveness concept viewed at the
country, industry, or firm level, the challenge lies in attaining a deeper understanding of the
salient factors determining firm‐level competitiveness. These factors involve internal corporate
resource strengths (both tangible and intangible) in the context of the firm's immediate task
environment (strategic moves by immediate competitors) and its relationship to the sustainability
of destination competitiveness.
Evidence from industry professionals suggests that managers lack an understanding of
how competitive interventions can be planned, implemented, and integrated with existing
processes or new processes for rapid scale‐up of competitiveness. To address this issue, future
research on hotel competitiveness could focus on investigating how existing models and
approaches could be adapted for determining appropriate interventions in different stages of
development of the hotel.
A major concern in establishing, raising, and sustaining competitiveness (in the long run)
at the firm, industry, and destination level, is the amount of resources available, its effective use,
and its productivity. For the tourism and hospitality sector, the issues and measurement issues
are even more demanding. Core resources ranging from the physiography of a destination to its
culture and history and tourism superstructure, facilitating resources (availability and quality of
capital and labor resources), enterprise and in‐house (company) inputs and capabilities of a firm
have to be clearly identified with their efficiency and productivity accurately assessed.
Productivity concerns of hospitality firms involve issues of efficient management, labor
productivity (measurable), service productivity (elusive measures), and capital productivity.
Future research should include the modification of productivity measures to reflect the hotels'
changing focus from a “rooms‐only” orientation to a “full‐service” one, which then makes the
use of a Sales per available room (SalesPAR) measurement—a more useful one than Revenue
per available room (RevPAR). This is also related to the possible change in research emphasis
toward customer‐oriented measures as opposed to product‐oriented ones. Productivity measures
incorporating the actual purchasing habits of the customer over time may be more valuable than
those calculations which only take into account the physical assets of the hotel and its
employees.
On the methodological frontier for research into firm‐specific competitiveness factors in
hotels, the application of the non‐parametric approach data envelopment analysis (DEA) will be
beneficial, as it is a rigorous productivity analysis tool that provides a direct assessment of
efficiency to be compared with financial performance. It takes into consideration multiple input
and output measurements in the evaluation of relative efficiencies of the large decision‐ making
units in international hotel chains.
The growing number of strategic alliances among the various segments of the hospitality
industry (hotels, travel agents, card companies, cruise companies, etc.) will also intensify
competition in the already fiercely competitive industry by strengthening competitive advantages
of incumbent firms. This will further complicate the measurement of efficiency and productivity
changes associated with re‐structuring and altered use of resources (manpower, capital, assets,
etc.) within enlarged or re‐engineered units. Does size matter? What is the optimal size of a firm
(hotel, tourist attraction, etc.) before it reaps economies of scale or suffers diseconomies of
scale? In relation to these developments, in the future, greater effort should be devoted toward
developing extensions of DEA and more sophisticated methods of efficiency measures, such as
bootstrapping techniques, to further raise the level of accuracy in these key measurements in the
tourism and hospitality sector for competitive analysis.
While price competitiveness may take precedence over the other identified factors
driving competitiveness, the attention to non‐price attributes of a destination will attain greater
significance as recognition of the increasingly discerning travelers highlights the other service
attributes and qualitative differences that makes a destination attractive or special.
Concluding remarks
In a multi‐faceted industry like tourism and hospitality, the identifiable attributes that
contribute to a destination's competitiveness will vary in their importance across locations,
depending on the product mix and target market segments. Importantly, the state of
competitiveness of a destination can effectively be raised by the quality of services and
organizations (tourist) which complement these clusters and built infrastructure. Integrating these
related products and services in an appropriate manner will contribute toward maintaining and
building a destination's continuing (sustained) competitiveness. Nonetheless, it is noteworthy
that there is still no universal recipe for determining tourism competitiveness.
As competitiveness continues to be one of the core issues for tourism destinations and the
hotel industry, a good understanding of competitiveness‐related issues—such as the
determinants, measurements, frameworks, and models—could help policymakers and industry
operators not only pinpoint stronger areas for reinforcement and weaker ones for improvement,
but also formulate informed corporate strategies and decisions that will help maintain/establish a
competitive position for the enterprises
Instruction
In this unit, your assignment is to produce an essay based on the two combined texts:
Text 17-1 “Destination competitiveness in tourism” and text 17-2 “Competitiveness of the hotel
industry in the regional market”.
Have you ever started writing an essay then realized you have run out of ideas to talk
about? This can make you feel deflated and you start to hate your essay! The best way to avoid
this mid-essay disaster is to plan ahead.
Essay planning is one of the most important skills to teach students who should have an
essay plan and clear goals about what to write. Essay planning isn’t as dull as you think. In fact,
it really does only take a short amount of time and can make you feel relieved that you know
what you’re doing!
A good essay plan helps you arrange your ideas logically and stay on track during the
writing process.
Your plan should state how you're going to prove your argument, including the evidence
you're going to use. Structure your plan around the different parts of an essay. To do this:

Write your argument in one sentence at the top of the page – you'll flesh this out
into your introduction.

Write three or four key points that you think will support your argument. Try to
write each point in one sentence. These will become your topic sentences.

Under each point, write down one or two examples from your research that
support your point. These can be quotes, paraphrased text from reliable authors, etc. Remember
to reference your examples when you write up your essay.

Finally, write the main point you want to leave in your reader's mind – that's your
conclusion.
How much time will you have to allot to write your essay? Here is your time
scheme:
1.
Figure out your Essay Topic (5 minutes)
2.
Gather your Sources and take Quick Notes (20 minutes)
3.
Brainstorm using a Mind-Map (10 minutes)
4.
Arrange your Topics (2 minutes)
5.
Write your topic Sentences (5 minutes)
6.
Write a No-Pressure Draft in 3 Hours (3 hours)
7.
Edit your Draft Once every Few Days until Submission (30 minutes)
UNIT 18. MANAGING HOSPITALITY BUSINESS
Guidelines for reading DOE texts on hospitality management
This is an interdisciplinary study on the junction of economics, hospitality business and
international tourism. Management of hospitality business has become one of the most important
themes of research in the fields of economics and business studies. Hotels are complicated
investments and therefore selecting an appropriate hotel agreement for a property requires
exhaustive research and investigation by investors. The choice of an operator as well as the hotel
operating agreement has a significant impact on the cashflow and the potential value of the
property. This article does not provide any recommendation but makes a list of factors relevant
for decision making, as each hotel is unique, and a number of factors need to be considered when
making a choice of hotel brand and the most suitable hotel operating agreement.
PART 1. THE SKILLS OF INTENSIVE READING
Text 18-1. HOTEL MANAGEMENT AGREEMENTS Part 1.
(Abridged after H. M. Choufany’s, E. Yildirim’s. Evolution of hotel management
agreements and rise of alternative agreements. Thursday, 8th October 2020)
This publication summarizes the evolution of a number of key terms in hotel
management agreements and our outlook on how these key terms may evolve in the future.
Furthermore, it provides an overview of franchise agreements and highlights alternative
agreements that are being considered by sophisticated owners in the Middle East region.
Introduction
Hotels and the hospitality market are constantly evolving as a result of brands
consolidating, owner profiles changing, technology disruption, changing traveler behavior as
well as hotel investment trends altering.
The 2019 HVS (Hospitality Valuation Services) Middle East Valuation Index highlighted
declining hotel values in the Middle East as a result of several factors but most importantly
oversupply and increased competition, declining RevPAR (Revenue per available room per day)
and increasing costs.
Consequently, all these shifts in the industry transformed the traditional relationship
between owners and operators, which were reflected in the way hotel agreements were
negotiated and have resulted in the emergence of alternative agreements.
Since 2005, there has been a considerable increase in hotel developments in the Middle
East, and global operators have significantly contributed to growing the hospitality offering
supported by aggressive tourism initiatives led by the key cities in the region. Some key cities
have witnessed double-digit growth in tourist arrivals and the number of branded hotels was
circa 700 hotels or approximately 210,000 hotel rooms by the end of 2019 in the region. New
supply was estimated to add some 70,000 hotel rooms by 2025, with most hotel supply planned
for the United Arab Emirates and the Kingdom of Saudi Arabia.
A recent HVS survey of the key global operators in the Middle East region shows that
84% of branded hotels operate under a management agreement, 11% operate under a franchise
agreement and 5% are leased properties. New signings show an increase in franchise agreements
to approximately 20% and the trend suggests that hotel owners in mature markets will look to
convert the current hotel management agreements into franchise agreements at the end of the
initial term, and in some instances earlier in the term subject to operator’s approval. In
comparison, 25% of hotels operate under franchise agreement in Africa, 40% in Europe and
close to 70% in the US.
Management Agreements
The hotel management contract, which is the most common in the Middle East region, is
historically perceived as an attractive model for both owner and operator. It allows the operator
to expand significantly into different markets without being exposed to ownership and
development risks while allowing the owners to enjoy maximized financial returns by
outsourcing their property's management rights to an operator in exchange for a fee.
In the last 15 years, the GCC (GNU Compiler Collection) region specifically witnessed a
tremendous increase in new hotel developments, the majority of which were subject to
management agreements with international operators.
Note: GNU is an extensive collection of free software, which can be used as an operating
system or can be used in parts with other operating systems. The use of the completed GNU tools
led to the family of operating systems popularly known as Linux.
Some local brands have also grown their regional footprint through hotel management
agreements. Historically, most new hotel developments attracted upscale and luxury brands, with
a noticeable increase in midscale and economy brands in the last 3 to 5 years.
Term & Base Fee
Hotel management contracts came a long way to align the risk and reward between
owners and operators. As the interest in hotel investment has increased along with the
sophistication of hotel owners who tend to hire hotel asset managers and consulting companies
to drive operating performance, owners have been able to negotiate terms which allow more
flexibility and control.
The average initial term for contracts signed in the Middle East after 2008 dropped from
21 years to 17 years when compared to a global average of 18.3 years. Luxury and upscale
brands usually have a longer term when compared to the midscale brands. The length of the term
is typically negotiated and tied to the commercial fees offered, which is typically represented by
an inverse relationship.
We take the view that the initial term in future contracts will be further shortened as
investors are unlikely to commit to a long term without additional control mechanisms and
termination rights in case of underperformance. We also expect an increase in “Manchise”
agreements, which allow hotel owners to convert the management agreements into a franchise
agreements after an initial term of 5 to 7 years. This operating model is discussed in detail later
in this publication.
The base management and license fees only consider the top line of the profit and loss
statement and therefore may not necessarily incentivize the operator to minimize the operating
expenses and increase the bottom line. Historically, base fees were a flat fee, ranging from (2%
to 4%) over the term of the agreement and are largely a function of the size and positioning of
the property. More recently, signed contracts include a base fee ramp up in the initial years of
operations until the hotel is stabilized. The scaled up average base fee in the Middle East is 1.7%
of Gross Operating Revenue (GOR) which is lower than the global average base fee of 2.6%.
As owners expect operators to efficiently manage by increasing top line and maintaining
expenses at reasonable levels, the base management fee is being heavily negotiated against a
higher incentive fee, which is calculated on the Gross Operating Profit rather than the Gross
Operating Revenues. Future negotiations on the base fee will also involve a definition of Gross
Revenues as non-rooms revenues in the GCC region typically account for approximately 40%50% of the Hotel Profit and Loss statement. In large and premium positioned asset, it is common
for several F&B outlets to be outsourced and at times the spa and beach club. It is therefore
important to establish whether an operator should be compensated for all the hotel revenues or
the portion in which the operator is directly responsible for.
Incentive fee
One of the major goals of an owner is to select the right management company to
maximize the profitability and consequently increase the value of an asset. Therefore,
encouraging and incentivizing the operator to maximize profitability should not be
underestimated.

While the base management fee motivates the operator to focus on the top line,
the incentive fee encourages the operator to manage and control the operating expenses. There
are several forms of incentive fee structures, but the most common in recent years is the scaled
incentive fee linked to the Gross Operating Profit.

Historically, incentive fees were flat and ranged between 8% and 10% of Gross
Operating Profit. Approximately 73% of reviewed contracts, which were signed after 2008, show
a noticeable shift to a scaled incentive fee structure, typically starting at 5% and increasing to 9%
based on Gross Operating Profit and Adjusted Gross Operating Profit brackets.

More recently incentive fees are being tied to the operator achieving a minimum
AGOP level of 15% to 20%.

Definition of Gross Operating Profit and Adjusted Gross Operating Profit have
also changed in the last few years. In several contracts, the definition of AGOP includes FF&E
deduction and some additional expenses that are agreed with owner.

As the hotel market matures and owners become more aware of the mechanisms
to guarantee acceptable levels of returns on their investments, owner’s priority clause,
performance guarantee and maximum fee cap are likely to become the norm.
Owner's Priority
Traditionally, incentive fee linked to available cash flow was less utilized in the Middle
East. This fee structure is generally subordinated to the owner’s priority which can be a fixed
amount or a percentage of the initial capital investment. Thereby, the incentive fee is paid to the
operator only when the owner’s priority is reached. Hotel operators are more likely to accept the
owner’s priority clause with the inclusion of an incentive fee revision mechanism wherein the
owner’s priority hurdles are revised downwards if certain thresholds are not met.
Minimum Guarantee
Operator’s Performance Guarantee (Minimum Guarantee) is a financial guarantee by the
operator to pay a specified sum if it fails to reach a certain Gross Operating Profit amount set in
the management agreement which is indexed over the term of the contract. In our experience,
operators only accept this clause with a claw back provision which entitles them to retrieve any
foregone fees once the hotel exceeds the pre-defined minimum thresholds. In addition, operators
tend to place a cap on the guaranteed amount within a specified number of years in the
agreement.
Maximum Fee Cap
In recent years, an increasing number of hotel operators accepted capping the sum of the
base and incentive fees to acquire the management rights of the strategic assets in the Middle
East. The maximum fee cap range varies between 4% and 7% of the Total Revenue based on the
project characteristics and the
fee generation potential for the operator.
Entering into a management agreement with a reputable and efficient operator allows the
investor to capitalize the value of the asset and meet its financial obligations. We take the view
that operators should be rewarded on managing efficiently by increasing revenues and
maintaining reasonable cost levels to ensure that the property EBITDA (Earnings before Interest,
Taxes, Depreciation and Amortization) and cashflows are maximized.
Higher incentive fees to compensate operators when achieving healthy AGOP (Adjusted
Gross Operating Profit) levels will likely become the norm to incentivize the operator to manage
more efficiently. It is also likely that hotel owners will also link the incentive fee to Net
Operating Profit or owner’s priority especially in the current unpredictable changes to the
hospitality market and the declining EBITDA levels.
Group Services Fee
By associating with a brand, the owners benefit from the operators' established network
and centralized systems for reservation, marketing, loyalty programs and training structures, in
exchange of a fee. These fee amounts are usually standardized hence they are usually nonnegotiable. Average marketing fee in the Middle East is 1.75% of Gross Operating
Revenue. In rare instances, the marketing fee is calculated based on Rooms Revenue which
is typically more relevant to midscale and economy brands.

It is observed that the more developed the brand service systems are, the higher
are the fees. On average, a well-established upscale brand charges a marketing fee ranging
between 1.5% - 3% of Gross Operating Revenue whereas brands with relatively less established
services could charge as low as 0.75% on Gross Rooms Revenue.

Operators also charge a reservation fee as part of the group services fee.
Depending on the source of reservation, the fee can be charged in different forms such as
percentage of gross room revenue, fixed fee based on available rooms or fixed fee charged per
reservation. Average reservation fee in the Middle East as a percentage of the gross rooms’
revenue is 1% whereas the average for fixed amount per reservation received is USD 9.
While these fees are typically non-negotiable, they are increasingly becoming a serious
concern in negotiations as owners question the benefits to their property by contributing such
significant amounts to the global systems. Since it remains difficult to track how these expenses
are benefitting the property and maximizing its' value, they are considered as a potential hidden
and uncontrollable cost. An increasing number of owners in the Middle East are looking for
inclusion of the specific clauses in the management agreements which warrant the allocation of a
fixed portion of the group services fees to promote their property and the brand within their
market.
Like the base fee calculation, the marketing fee when tied to Gross Operating Revenues
requires definition and agreement on what revenues are included in instances whereby a number
of outlets are outsourced or leased out.
As operators acknowledge that direct bookings are rather lower than those booked
through other established platforms such as Expedia and Booking.com, additional efforts in
recent years have been made to boost direct bookings and reduce reliance on third party
platforms. Also, in certain markets, the largest share of bookings is driven by the local sales team
which also results in a high marketing and sales cost at the property level. Combined with the
Group Marketing fee, this could total approximately 8% of total revenues.
We take the view that operators will have to reassess those fees in response to the new
realities and booking dynamics. A higher fee associated with direct online and offline bookings
would incentivize the operator to increase its efforts to channel bookings through its own direct
mediums, reduce commission pay outs and drive higher profitability.
Area of Protection
Understandably, an operator’s goal is to expand its' footprint, extend its distribution
network and benefit from economies of scale though new signings and adding hotels to its
management portfolio. However, if the operator develops multiple properties which belong to
the same brand within the same market, it creates a threat to the performance of the subject
property, may dilute its market share, and ultimately impacts the value of an asset.
Hence, for the owner’s protection, in the majority of the contracts reviewed a territorial
restriction is imposed on the operator, where the operator is unable for a specified number of
years or throughout the full initial term, to franchise, lease, operate or affiliate with another
property with the same or similar brand as of the subject property.
There are two main factors to consider while negotiating the area of protection (AOP).
These factors are the duration and the size of the area of protection, which is mostly defined by a
radius. As a rule of thumb, the higher the market positioning, the bigger the area of protection.
Deciding the radius of a territorial restriction depends on several factors but most importantly the
city and future development opportunities.
In some markets in the Middle East, operators are willing to sign only a 3 to 5 km radius
as opposed to other markets where the area of protection covers the entire city. The positioning
of the hotel plays a key role in the negotiations of this term. Typically, midscale and budget
brands are more lenient when compared to upscale and luxury brands. However, the
management fees that are forecasted to be generated by the subject property are also a key factor
in identifying the owner’s bargaining power. Consequently, if the forecasted operator fees are
higher, then the owner is likely to negotiate a bigger radius of AOP. Recent acquisitions and
brand consolidation have worked in operators' favor in growing further even in markets where
strict AOP have been negotiated.
From an owner’s perspective, the consolidation between operating companies which
typically results in an increase in number of hotels/brands under the same platform may dilute
the property’s market share rather than allow the brand to capitalize its market presence. It is
also arguable as to whether economies of scale could be achieved, especially when the
investors/owners of similar branded properties are different.
Performance Tests
Performance tests provide the owners the rights to monitor and assess the operator’s
performance and ability to drive higher profitability and cash flow.
These tests, if negotiated and agreed in the right manner, grant the owner the right to
terminate the contract in case the operator is underperforming within its competitive market or
consistently failing to achieve the approved operating budget.
As owners have become more sophisticated and hotels' trading performance has been
challenged in the last couple of years, performance tests have become more prevalent. Exit
strategy and termination rights gained more importance which also resulted in performance test
thresholds becoming stricter and more enforceable.
Although hotel management contracts in the Middle East, since the 90’s, have gained
popularity as they allow both parties to maximize returns, rarely has the operator been held
accountable for operating shortcomings while owner bears all the financial risk. Since operators
are accountable and responsible for the hotel’s performance which in turn impacts the owner’s
income potential, owners now expect to have the right to terminate the contract without paying
damages or terminate when the operator underperforms. However, if the performance failure
occurs in case of a force majeure event, extraordinary events and/or renovation, the owner’s right
to terminate cannot be executed.
86% of the Middle East hotel agreements sample set included a performance test in the
agreements. The reason why the performance test seems more prevalent in this region is due to
the nature of the sample set used for this article. All contracts which did not include a
performance test clause from the Middle East reviewed sample were signed before 2007.
There are several factors to take into consideration while imposing a performance test.
These factors include commencement year, test period, performance thresholds and operator’s
right to cure.

Commencement Year and Test Period: The testing period typically kicks in
once the property is stabilized, which is 3 to 4 years from the hotel opening. Most contracts
reviewed have a performance test which stipulates two consecutive years of failure.
Thresholds are defined in those two most common test metrics:

Revenue Per Available Room (RevPAR) parameter usually expects the operator
to achieve a RevPAR level that is equal to or more than the pre-defined threshold, which is
usually in the range of 85%-95%, of the weighted average RevPAR of the subject property’s
mutually agreed competitive set. The main difficulties of RevPAR test are defining the right
competitive set along with obtaining reliable data regarding the RevPAR of that competitive set.

Gross Operating Profit (GOP) parameter typically expects the operator to
achieve a GOP level that is equal to or more than the pre-defined threshold, which is also in the
range of 85%-95%, of the mutually agreed budgeted GOP.

“Dual” and “collective” testing. The most agreed performance tests in the
reviewed contracts are “dual” and “collective” testing, whereby the operator is considered to
have failed when it fails both RevPAR and GOP test for two years consecutively from the
commencement date. In rare cases, the agreements included either GOP or RevPAR as single
tests.
Usually, all contracts which include a performance test also provide an automatic right to
cure to the operator in case of a failed performance. Generally, the longer the initial term, the
higher are the cure rights. However, based on the Middle East sample set, an average of 2 cure
rights are granted during the initial term, with one additional cure right in each renewal term;
some of which are subject to owners’ approval.
The cure amount equals to the difference between the actual performance and the
approved budgeted GOP. In some cases, the management company provides the cure amount in
cash or alternatively sets off the cure amount from the next management fee due.
Although the cure amount is usually the last year of the failed test period, current trends
indicate that the higher of the two years can be cured as well. Mostly, the cure amount will be the
variation of GOP and budgeted GOP, as curing the RevPAR test would include several
hypothetical variables.
Once the operator uses its right to cure, the contract remains in effect and the owner’s
termination notice regarding the failed test period is no longer valid. Only if the operator does
not cure its failure or exceeds the maximum number of rights to cure, then the owner can
terminate the contract.
These parameters can be set in motion independently, separately, or collectively.
Although the collective tests are the most common, which makes it more difficult for
operators to fail and owners to terminate, owners are pushing for single and separate tests
while the operators are resisting the same. In the latter, failing either one of the test
parameters would grant the owner’s termination notice to hold merit.
To date, there have been only few instances in the Middle East region in which the owner
was able to enforce the performance test and terminate an operator for failing the tests. The
changes in market dynamics also present an opportunity to explore whether the RevPAR remains
a good indicator of the operator’s ability to manage efficiently and create value.
Key Money Contribution
With growing competition among the hotel operators in the Middle East, especially for
existing projects, there are increasing number of operators offering key money contribution to
obtain the rights to manage strategic hotel projects.
Key money can be offered in a variety of formats, including;

An absolute monetary amount estimated as a percentage of the Net Present Value
(NPV) of the operator’s fees that it expects to earn over the life of the contract, or not exceeding
two to three times the stabilized year’s management fees anticipated to be earned by the
operator. The amortized key money is often claimed back by the operator if the management
contract is terminated prematurely on a pro-rated basis.

A waiver of the technical services fee or making it reimbursable after the hotel
opens in the form of key money.

Foregoing base and / or incentive fees for a specified number of years with or
without a claw back provision as a key money incentive.
We are of the opinion that the key money contribution will become more prevalent
in the region in the upcoming years particularly for the strategic assets that are in AAA
locations and the hotel conversion opportunities that provide immediate fee generation
prospects for the operators.
Instruction
In this unit, your assignment will be to write an essay about hotel management contracts
which have to consider risks and rewards between owners and operators, based on the two
combined texts of Unit 18. As an interim step approaching you to coping with this assignment
you will have to discuss what the Middle East hotel business evolution in 2005-2019, express
your understanding of the base management and license fees, revenues and profits. Even if you
don’t think of going into hotel management business in Middle East you may have some ideas
for your essay to be shared with your teacher and fellow students.
Identify where to find information:
Step 1. Survey introductory and concluding paragraphs and identify the core ideas of the
passage.
Step 2. Skim the rest of the passage to make sure.
Step 3. Scan the text to find the correct wording of its main idea, the topic, and the
purpose, write out the key words from each paragraph.
Formulate the field of research, the topic, the main idea, the purpose of the
author (what he wants to inform the reader about).
What circumstantial evidence can be inferred from the last paragraph “Key Money
Contribution”:
With growing competition among the hotel operators in the Middle East, especially for
existing projects, there are increasing number of operators offering key money contribution to
obtain the rights to manage strategic hotel projects.
Key money can be offered in a variety of formats, including;

An absolute monetary amount estimated as a percentage of the Net Present Value
(NPV) of the operator’s fees that it expects to earn over the life of the contract, or not exceeding
two to three times the stabilized year’s management fees anticipated to be earned by the
operator. The amortized key money is often claimed back by the operator if the management
contract is terminated prematurely on a pro-rated basis.

A waiver of the technical services fee or making it reimbursable after the hotel
opens in the form of key money.

Foregoing base and / or incentive fees for a specified number of years with or
without a claw back provision as a key money incentive.
Take 5-6 minutes to review and recite the main points of the text with the help of the
paragraph headings.
PART 2. THE SKILLS OF EXTENSIVE READING FEES FOR MANAGING
HOSPITALITY BUSINESS
Guidelines for reading DOE texts on competitiveness in hospitality management
This is an interdisciplinary study on the junction of accounting, economics, management
and investment business. Hotel management is complex, and the value of the property is highly
dependent on the operating performance of the asset and the achievable levels of service. As
such, evaluating the most suitable hotel operating model for a hotel investment is crucial to
ensure that the owner’s return is optimized. There is no one-model that fits all and therefore hotel
owners should investigate, evaluate, negotiate, and assess the most suitable operating model and
brand that will allow them to successfully operate in the ever-changing hospitality market
Text 18-2. HOTEL MANAGEMENT AGREEMENTS. Part 2.
(Abridged after H. M. Choufany’s, E. Yildirim’s. Evolution of hotel management
agreements and rise of alternative agreements. Thursday, 8th October 2020)
Franchise Agreements
In recent years, the franchising model has become more attractive with established hotel
owners in the Middle East region. Our internal research suggests that franchise agreements will
account for 20% of signed agreements by end of 2020 and this could further increase to 25% by
the end of 2025.
This shift also stems from owners' convictions that they have a stronger ability to manage
and reduce the operating costs of running a hotel when compared to the international operators
ability to create efficiencies and reduce costs in the local market, especially in emerging and
secondary cities. Equally, operators recognize the opportunity to expand the brand footprint in
growing economies while mitigating some of the commercial risks and significant capital
investment.
Major international hotel operators such as Hilton, Marriott, IHG and Accor amongst
others are entertaining and accepting this operating model as an option to grow further subject to
the owners’ ability to maintain brand standards and expect owners to have a management team
experienced in hotel operations or hire a qualified third-party manager.
Brand attributes play a crucial role in a hotel investor’s choice of franchise affiliation.
When evaluating a potential hotel franchise, one of the important economic considerations is the
structure and amount of the franchise fees.
Second only to payroll, franchise fees are among the largest operating expenses for most
hotels. Hotel franchise fees are compensation paid by the franchisee to the franchisor for the use
of the brand’s name, logo, marketing, and referral and reservation systems. Franchise fees
normally include an initial fee with the franchise application, plus ongoing fees paid periodically
throughout the term of the agreement.
The typical term of a franchise agreement ranges from 10 to 15 years and the franchisor
would typically have the rights to terminate in case the franchisee fails to meet brand standards
service requirements.
In certain instances, especially with existing hotels, the Franchisor may also require
property investment plan and expenditure to align the hotel quality and offering with the brand
image.
The Initial Fee
Typically consists of a minimum dollar amount based on the hotel’s room count. For
example, the initial fee may be a minimum of USD 45,000 plus USD 300 per room for each
room over 150. Thus, a hotel with 125 rooms would pay USD 360 per room, and a hotel with
200 rooms would pay USD 300 per room. In cases of re-flagging an existing hotel, the initial fee
structure is occasionally reduced or waived. Some franchisors will return the initial fee if the
franchise is not approved, while others will retain approximately 5% to 20% to cover
administrative costs.
Ongoing Fees
Fees commence when the hotel assumes the franchise affiliation, and fees are usually
paid monthly over the term of the agreement. Continuing costs generally include a royalty fee, an
advertising or marketing contribution fee, and a reservation fee. In addition, ongoing fees may
include loyalty memberships fees and miscellaneous fees.
Royalty Fee
A royalty fee represents compensation for the use of the brand’s trade name, services
marks and associated logos, goodwill, and other franchise services. Royalty fees represent the
major source of revenue for the franchisor. These fees are characteristically subject to
negotiations between both parties, and can vary by brand, but typically range from 3.0% to 5.0%
of rooms revenues. In some instances, franchisors require an additional percentage of other
revenue streams, most commonly food and beverage revenue. In these cases, the average amount
is 1.0% to 2.0% of total food and beverage revenue (or sometimes all non-rooms revenue), and
this is payable on top of the room revenue in certain agreements. If included in the contract at all,
F&B and non-rooms revenue fees are more often found in upscale and luxury brands rather than
midscale and budget brands.
Advertising or Marketing Contribution Fee
Brand-wide advertising and marketing consists of national or regional advertising in
various types of media, including the Internet, the development and distribution of a brand
directory, and marketing geared toward specific groups and segments. In many instances, the
advertising or marketing contribution fee goes into a fund that is administered by the franchisor
on behalf of all members of the brand. Like the Group Services Fee in hotel management
agreement, franchisees ideally want their contribution to impact their region, which may not
always be the case.
These fees normally range from 1.0 to 2.0% of total revenue. These fees typically vary by
market and in some instances are paired with the reservation fee.
Third Party Operator Fee
Owners equally may be required to hire a third-party operator to manage the day to day
operations. Hiring a third-party manager with local market knowledge gives assurance to the
franchisor on one hand and allows hotel owners with limited or no hotel experience to manage
efficiently. Third party operator fees typically range between 4% and 6% of total revenues and
are structured in a similar fashion to the traditional hotel brands (base fee and incentive fee).
Additional details on third party managers is included in the section below.
Clearly, franchise agreements have become more established in mature markets across
the US and Europe and are increasing in popularity and acceptance in the Middle East region.
While this operating model is expected to replace some of the old contracts and allow owners
more control to optimize the value of the asset through top line enhancements and reduced costs,
owners need to evaluate the depth to which a franchise agreement can provide a hotel with
recognition, operational support, return on investment, and success.
In addition to the franchise model, described above, which at times will require the hotel
owner to adhere to a stringent Property Investment Plan “PIP” for certain established brands, the
evolution and popularity of independently operated hotels has given way to “soft brands” which
are backed by leading hotel chains but have lenient programming and design standards. Soft-
branded properties benefit from the reservation and marketing platforms of a large hotel
company (often with international recognition), while maintaining nearly total control of
business strategy, management, amenity offering, and creative design elements. Soft-branded
hotels have different fee structures that are, in most cases, less costly, but the exposure and
“brand reach” may be more limited.
Independent hotel collections offer the marketing and reservation platform of their parent
company, but the development standards and facility programming tend to be more defined and
rigorous. The fee structure for these collections appears to be in line with those of similar chainscale-ranked hotels within the respective parent company. Such hotel companies offer a flexible
option for owners who seek to maintain the independent positioning of their property but affiliate
with a group boasting national or international recognition and corporate accounts. The
properties that comprise these “independent” and “soft brands” portfolios are typically firstclass, full-service hotels, often with a smaller guestroom inventory than the norm.
One of the largest discrepancies between independent hotels and the traditional franchise
model is the application of fees toward revenues. While a typical franchise applies stipulated fees
to total rooms revenue, independent hotel companies only apply fees to reservations that stream
through their channels. This is typically a reduced portion of total reservations, which can vary
greatly per hotel depending on the product or market type (e.g., resort-style hotels, urban markets
etc.). However, the overall “franchise” cost to an owner for an independent hotel would consider
only those reservations and revenues derived from the independent hotel company.
Third Party Management Agreements
Third-party or white-label management companies direct the day-to-day operations of
hotels on behalf of hotel owners and manage the assets either as independent properties or under
a franchise with hotel chains. In turn, they are compensated with management fees (base and
incentive fees) and charges for services such as technical fees. The concept of a third-party
manager was established decades ago. Its growth has been fueled by increasing number of hotel
owners without the expertise or appetite of running hotels and by major hotel chains focusing on
franchising as the choice method of expansion in certain markets.
While this business model is very well-established in North America and growing rapidly
in Europe, it is still in its early stages in the Middle East, Asia Pacific, and Africa.
Third-party management companies are loyal to the owner, where branded operators are
loyal first and foremost to the brand. While it is not implied that branded operators ignore the
owners’ interests entirely, they do have different priorities. Brand managers will aim to present
their brands in the best possible light and may omit to achieve the type of bottom-line
profitability that third-party operators are more concerned of.
Flexibility is another key strength of third-party operators. As hotel chains impose certain
restrictions and brand standards that a hotel must conform to such as property size, facilities,
location etc., third-party operators offer more flexibility and adapt more easily to the specific
needs and requirements of the owner especially when it comes to independent properties.
Owners would also have more influence and control on the operation with a third-party than with
a branded operator.
The terms of a third-party management agreement are also characteristically more
competitive and flexible than those of the brands. Typically, management fees, both base and
incentive fees, are lower for independent operators. The initial term of the management
agreement is much shorter (starting at a minimum lock in of five to ten years) and exit options
are more flexible (including termination at will).
A third-party management agreement is an obvious choice for unbranded, independent
properties, but can also be a valuable inclusion for franchised hotels, as there remains a gap
between owners that are unable or unwilling to control the daily operations of the hotel and the
hotel chains who are focusing on expanding their presence via the franchise model. Due to the
challenge of hotel owners and franchisors to ensure that their mutual interests are in capable
hands, the third-party management model has come into prominence.
Although implementing a franchise agreement and a third-party management agreement
moves hotels into a double fee scenario (owners would have to pay franchise fees to hotel brands
on top of management fees paid to third-party operators), owners are willing to accept this
business model for the flexibility of the management contract and more control over the
operations. The flexibility also adds to the value proposition when it comes to the sale of the
property. For owners of multiple hotels under different brands, selecting a single third-party
operator allows for homogenous reporting across all properties, increasing the ease of comparing
performance across the portfolio.
Manchise Agreements
Although this type of agreement only represents a few of the signed agreements in the
Middle East region, recent trends suggest that this could be a win-win proposal for both parties.
On one hand it provides the operators with further growth opportunities in the region while hotel
owners acquire the know-how and experience in running hotels for a limited number of years
without being tied to continuous costs and limitations of a management contract. Manchising
could be considered as a bridge between management and a franchise agreement. It is becoming
ever more prevalent in the region as some owners who have built operational know-how over the
years intend to develop a portfolio of hotels under different brands with central management
teams. While manchising provides the owners more control over their property and potentially
lower fees after a certain number of years, the cost of building capable management teams and
the potential risks of underperformance under a franchise operating model remain important
factors to be considered.
From the operators’ perspective, manchising minimizes the risk of diluting the brand
equity as opposed to franchise agreements since it enables the operator to establish strict
operating controls in the initial years. Hence, some luxury, upper-upscale and lifestyle brands
which may not be immediately available for franchising due to the operators’ concerns on
maintaining the brand standards can be acquired through manchising agreements. It should also
be noted that some of the Tier 1 operators accept manchising agreement on the condition that the
owner accepts to appoint a third-party operator who has extensive experience in managing
branded hotel operations.
A manchise is a complex agreement where the right to execute to convert into a franchise
is typically granted to the owner by the Operator, unless negotiated to be guaranteed after a
specified period. Aligning the objectives between the two parties also increase the legal
complexity of the agreements. Typically, two sets of agreements are signed between the owner
and operator with a typical length of the management agreement being 5 to 7 years. It is also
common that the fees payable to the operator are higher during the management term to
compensate for the shorter length of the agreement.
Despite the complexity of entering into two sets of agreements, this model is considered
to be advantageous to owners who require a greater control of the operations of their hotel and
may not be ready to enter into a franchise agreement from the early start. As discussed
previously, the “Manchise: Management-Franchise” concept is gaining popularity though it is
too early to comment on issues arising at the end of the management term and the start of the
franchise term.
Lease Agreements
Lease agreements are arguably the least common contract type between hotel owners and
operators in the Middle East. Nonetheless, we have observed an increasing number of owners
showing interest to explore this option for their assets in recent years.
Under a lease agreement, the owner is the landlord and has no operational
responsibilities. The lease agreements provide the most risk-averse operating model for owners
with minimum financial risk and a relatively stable income stream. In addition, predictability of
the lease income over a certain period provides the owners with the ability to seek financing at
more favorable terms. The main disadvantages of the lease agreements for the owners are the
opportunity cost of higher potential returns if the hotels perform well and the lack of control over
the operation of the asset.
On the other hand, the majority of the hotel operators do not have the same appetite for
lease agreements due to their asset-light business model. Under a lease agreement, the operator
incurs all operating financial risk. Fixed lease expenses for the operators are considered as
liabilities in their balance sheet which do not bode well with their risk-averse strategy.
Nevertheless, some operators within the economy segment as well as new operators that are yet
to establish their brand in the region consider lease agreements as opportunities to expand their
footprint in the Middle East. While the model has not been tested by most of the operators in the
region, we are of the opinion that the lease agreements provide an appealing alternative model
for the operators who are willing to take risks for higher returns and strategic expansion of their
brands.
The length of the lease agreements are typically shorter as opposed to management and
franchise agreements. Under a lease agreement, there are different rent structures depending on
both the owner’s and the operator’s risk appetites. These structures include fixed fee, share of
revenue, and share of net operating income.

Fixed fee is a fixed rental payment with indexed growth over a certain period.
Under the fixed fee structure, the owner bears the minimum risk as the income stream is not
contingent upon the performance of the property.

Share of revenue is a variable lease structure wherein the rent is calculated based
on the revenue generated in a year. Both operator and owner share similar level of risk under this
structure as the rent is linked to top-line performance of the hotel.

Share of Net Operating Income is another variable lease structure wherein the
rent is calculated as a percentage of the net operating income. Under this structure, the risk for
the hotel owner is relatively higher since the income stream is not only dependent on the top line
but also operator’s ability to manage expenses and drive bottom-line performance.
Variable leases may include a fixed base rent in addition to the variable component
which would reduce the owner’s risk in case of a potential underperformance by the operator.
We are of the opinion that such a hybrid lease model is the most balanced structure in terms of
risk and reward for both the operators and the owners.
In conclusion, while the interest in lease agreements have been mainly from the owners
with little enthusiasm from the operators, we believe the lease model has the potential to offer
significant benefits to both owners and operators in the Middle East.
.
Instruction
In this unit, your assignment is to produce an essay based on the two combined texts:
Text 18-1 “Hotel management agreements. Part 1.” and text 18-2 “Hotel management
agreements. part 2.” Try hard to itemize the management contracts and awards in two ore three
types and avoid enumerating all of them.
Have you ever started writing an essay then realized you have run out of ideas to talk
about? This can make you feel deflated and you start to hate your essay! The best way to avoid
this mid-essay disaster is to plan ahead.
Essay planning is one of the most important skills to teach students who should have an
essay plan and clear goals about what to write. Essay planning isn’t as dull as you think. In fact,
it really does only take a short amount of time and can make you feel relieved that you know
what you’re doing!
Use an essay planning sheet:
https://www.sites.google.com/site/essafterschooltutoring/home/writing/essay-planningsheet
A good essay plan helps you arrange your ideas logically and stay on track during the
writing process.
Your plan should state how you're going to prove your argument, including the evidence
you're going to use. Structure your plan around the different parts of an essay. To do this:

Write your argument in one sentence at the top of the page – you'll flesh this out
into your introduction.

Write three or four key points that you think will support your argument. Try to
write each point in one sentence. These will become your topic sentences.

Under each point, write down one or two examples from your research that
support your point. These can be quotes, paraphrased text from reliable authors, etc. Remember
to reference your examples when you write up your essay.

Finally, write the main point you want to leave in your reader's mind – that's your
conclusion.
Use an essay planning sheet:
http://www.anderson.k12.ky.us/Downloads/Essay_outline_worksheet(1).pdf
How much time will you have to allot to write your essay? Here is your time
scheme:
8.
Figure out your Essay Topic (5 minutes)
9.
Gather your Sources and take Quick Notes (20 minutes)
10.
Brainstorm using a Mind-Map (10 minutes)
11.
Arrange your Topics (2 minutes)
12.
Write your topic Sentences (5 minutes)
13.
Write a No-Pressure Draft in 3 Hours (3 hours)
14.
Edit your Draft Once every Few Days until Submission (30 minutes)
UNIT 19. LANDSCAPE ARCHITECTURE AS A SCIENCE
Guidelines for reading DOE texts on landscape architecture
This is an interdisciplinary study on the junction of landscape design, architecture, nature
environment, conservation biology and quantum mechanics. Landscape architecture is a
profession that is unknown or misunderstood as gardening by many. Its value to society is
greater than many can imagine and should be celebrated by the population of every town, city,
and country. The profession is so broad and encompassing that there is enough scope and
breadth in it to accommodate varying views and to remember that landscape architects have a
wide range of expertise, skills and talents.
PART 1. THE SKILLS OF INTENSIVE READING
Text 19-1. INTERDISCIPLINARY CHARACTER OF LANDSCAPE
ARCHITECTURE AS A SCIENCE
(Abridged after B. Davis’ and Th. Oles’ “From Architecture to
Landscape,” Places Journal, October 2014)
Introduction
Landscape architecture is the study and practice of designing environments (outdoors &
indoors) of varying scale that encompasses elements of art, environment, architecture,
engineering, and sociology. Landscape architects analyze, plan, design, manage, and nurture the
built and natural environments. Landscape architects have a significant impact on communities
and quality of life. They design parks, campuses, streetscapes, trails, plazas, and other projects
that help define a community. The involvement of landscape architects can be seen in streets,
roads, shared paths, housing estates, apartment compounds, shopping malls, squares, plazas,
gardens, pocket parks, playgrounds, cemeteries, memorials, museums, schools, universities,
transport networks, regional parks, national parks, forests, waterways and across towns, cities
and countries. Landscape architects often go beyond design creating frameworks and policies
for place and city shaping that enable citizens and government to create better places for all.
Landscape architecture is remaking itself from the confines of garden, park, and plaza
into strange and difficult territory, where it faces challenges of a greater order.
How will our cities adapt to rising seas? How do we respond to the mass extinction of our
fellow species? How can we build places that are more just? Such questions mock the very
notion of disciplinary boundaries. Many practitioners and scholars are transgressing the bounds
of landscape architecture, adapting methods from fields as diverse as conservation biology and
quantum mechanics, as they pursue more syncretic ways of understanding and shaping
environments.
These changes correspond to a growing interest in landscape, broadly defined, which
is more prominent in contemporary culture than at any time since the 18th century. Architects,
especially, have been drawn to the theme, as demonstrated by recent conferences of the
American Collegiate Schools of Architecture, that identified “landscape research” as “a
fundamental, integrated research field”.
And yet landscape architecture remains in thrall to the discipline whose name it has borne
for over a century. But most landscape practitioners know the name doesn’t quite fit, though few
give it further thought. If it hasn’t stopped the production of innovative work, they reason, where
is the harm? The crucial question is whether the apparent alliance of landscape and architecture
conceals other possibilities for how these two parties might relate to each other, and how they
might relate to the world.
The origin of the term “landscape architecture”
First, we must remember that the English term landscape architecture in its modern
sense dates to 1840, when the landscape gardener John Claudius Loudon, fresh from the
commercial success of his Suburban Gardener, published an anthology of the complete writings
of his friend and teacher Humphry Repton, who had died in 1818. Loudon gave the volume an
unusual title: The Landscape Gardening and Landscape Architecture of the Late Humphry
Repton, Esq. Repton was the first landscape professional.
The first American practitioner of this art was Andrew Jackson Downing, whose Treatise
on the Theory and Practice of Landscape Gardening (1841) was a translation of Loudon and
Repton for an American audience.
Although he worked closely with architects, particularly Alexander Jackson Davis and
Calvert Vaux (later the partner of Frederick Law Olmsted), Downing never saw fit to adopt
Loudon’s novel formulation. In fact, he repeatedly emphasized differences between the
landscape and its buildings; the latter he understood as “component parts of the general scene.”
Landscape and architecture were certainly related (those houses contained, after all, his clients),
but the relation was one of adjacency rather than affinity.
Loudon’s neologism did not catch on in North America until the 1860s, when Olmsted
and Vaux took up the title as “Landscape Architects” for Central Park. Olmsted explained his
thinking: “I prefer that we should call ourselves Landscape Architects … rather than landscape
gardeners … because the former title better carries the professional idea.”
The early years of the American Society of Landscape Architects (founded in 1899)
and Landscape Architecture Magazine (founded in 1910) were filled with discussions. Despite
growing awareness of landscape issues most people did not understand what landscape architects
do and why they are necessary. The name helped legitimize the field at the moment of its
definition, but that social standing came at the cost of imposing technical, aesthetic, and statutory
boundaries that constrain landscape architecture even today. Over the decades, many
practitioners have proposed alternate names. Some have fled from “landscape” altogether (“land
architecture,” which had many adherents at mid-century, lives on), while others have tried to
highlight the discipline’s horticultural origins (landscape architecture at Cornell began as a
program in “rural arts”). Few practitioners have fully embraced “landscape” on its own terms,
and those who have done so (one thinks of “landscape design” and “landscaping”) define those
terms so narrowly that their adherents find themselves banished to an extra-professional (though
still profitable) realm of lawns, flagstones, and wood chips.
Alternative terms
Landscape urbanism — one of the most vigorous subfields to have emerged in the last 20
years — has engendered productive discussions and opened up new lines of inquiry in the related
fields of landscape, architecture, and planning.
This is not to say that landscape urbanism reduces landscape to a mere programmable
surface. As Stan Allen observes, “landscape has traditionally been defined as the art of
organizing horizontal surfaces … but the surface in landscape is more particular than the abstract
surfaces currently proliferating in architectural design. … In fact, it is slightly misleading to refer
to ‘surface’ in landscape. Landscape’s matter is spread out in the horizontal dimension, but
landscapes are never, strictly speaking, pure surfaces.”
These ideas have been important in the development of landscape urbanism and at times
are powerful and useful. But they also represent a privileging of architectural terms and concepts
over those of soil science, anthropology, and civil engineering. When taken as the whole project
of landscape architecture, they represent a narrowing of the possible with respect to conceiving,
experiencing, and making landscapes. Indeed, rather than constantly reformulating landscape-asarchitecture, or changing it to landscape-as-something, we should endeavor to locate a more
fundamental and capacious understanding of landscape, something that gets to the root of these
formulations.
So what are the alternatives?
Simply landscape might be better, though we hesitate to add yet another meaning to an already
contested word. But the main problem with all these alternatives is that they lack the capacity to
command social legitimacy and economic resources, or exactly those things
that architecture offered in the late 19th century. We need a term that is both broader and more
specific, a term that can help simultaneously expand and focus the field. And for that there is
only one real candidate. We therefore propose that landscape architecture become landscape
science.
Landscape science
Now we have opened a world of problems, not least that the word science brings its own
conflicting associations. The high value placed on “data” and “efficiency” in our current
political-economic situation (as seen, for example, in the discourse on smart cities and ecosystem
services) have contributed to a popular understanding of scientific inquiry as the cold pursuit of
quantifiable phenomena and material effects, devoid of creativity and divorced from artistic
production. This has crowded out the original, more exciting definition:
Science // a branch of knowledge or study dealing with a body of facts or truths
systematically arranged and showing the operation of general laws; knowledge gained by
systematic study.
This definition points the way toward the new landscape science. A landscape is not mere
surface; it cannot be defined and understood by outward appearance alone. Landscape science
will fundamentally endeavor to investigate the difference between surface and substance, or
appearance and essence.
Landscape architecture and other processes of landscape-making are forms of artistic
production, that they are fundamentally creative acts. Yet science is not devoid of creativity and
we should not be so quick to judge it so. Conceiving the practice of landscape science as a
process of creative fitting, we should establish our own integrated science, with its own specific
methods, concepts, and techniques, including archaeology, ecology, environmental studies,
history, planning, psychology and sociology. Many methods and techniques are interchangeable
across disciplines [and] it is the way they are used, combined, and linked to theoretical
propositions and practical actions in a coherent overarching strategy that gives them a distinctive
disciplinary character. Landscape science is the organization of this work into a systematic study
of landscapes themselves, and of processes of landscape-making, in an effort to discern the
difference between surface and substance, appearance and essence.
Building from these roots in the history of landscape architecture, as well as
contemporary work by scholars we might take up the European Science Foundation’s call to
“establish landscape research as an integrated research field both in terms of its interdisciplinary
character and its potential to produce substantial social, economic, and environmental
benefits.” Allied fields such as forestry and geography have already laid claims on the
term landscape science, but that should be no deterrent . To the contrary: it strengthens the
general insight, that there is no reason architectural concerns should be understood as more basic
or fundamental than those of geography and forestry. What we must now uncover is how the
normative dimension that is fundamental to landscape design relates to and integrates with more
descriptive sciences such as geography or forestry.
This brings us to the point about the new landscape science: it is a normative science,
concerned with developing a systematic knowledge of what should be. It requires testing limits
and evaluating, not merely describing or generalizing facts. Inherent to the normative sciences is
a critical dimension intimately related to values and desired outcomes. Normative sciences
investigate the relations between empirical relation and ends, and may be divided into three
categories: aesthetics, ethics, and logic. More simply, normative science “distinguishes what
ought to be from what ought not to be.”
The subject matter of landscape architecture
It is common now in landscape architectural practice to work in and with formerly
marginal landscapes: not just parks and promenades, but mine sites, active rail corridors, marine
ports, landfills, interstate overpasses, river spillways, and old factory sites. Often this work (built
and speculative) involves developing possible futures for these sites, relying on well-worn
typologies and aesthetic tropes — usually by making them park-like. However, there are
exceptions: projects by practioners investigating novel possibilities, new sets of relations, and
alternative organizational structures and experiences as a response to dereliction, toxicity,
shifting cultural values, or changing climate. If we aim to continue and further these projects
under the mantle of landscape science, we must ask two primary questions: “What can landscape
practice learn from this situation? And what can we bring to the table?”
For too long, a dependence on architecture has enabled landscape architects to take for
granted our role as actors in landscape-making. We work on highly valued social landscapes,
such as parks, playgrounds, and the immediate surroundings of important buildings, and we have
developed a set of conventional techniques for the design of these boutique environments. Yet
just as it is possible to work with a diverse array of landscapes, it is also possible to conceive
diverse modes of practice. Imagine landscape forensics as a subfield of landscape science that
could systematically extend the professional practice of site analysis. Forensics might be most
powerfully applied to landscapes of extraction, post-industrial landscapes, sites of ongoing social
conflict, or places where violence predominates, but it could also be used to change the way we
work within more traditional recreation landscapes, and to suggest ways of interpreting,
constructing, and otherwise contributing to the everyday, prosaic landscapes that constitute most
of our environment.
What can we learn? What can we bring?
With these two questions, landscape practice is fundamentally positioned as a process of
inquiry. If we undertake that process systematically, it is a science.
The articulation of a new landscape science will also benefit those designers who have
classified some of their production as research in an effort to compete for legitimacy and
funding. The Landscape Morphologies Lab at the University of Southern California offers an
instructive case. Building from a foundation of landscape architecture and computer science, the
lab “explores the intersection of landscape form and infrastructural performance” through
rigorous, integrated research projects with engineers, planners, policy-makers, and architects. In
this effort, architecture is often an important contributing discipline.
Cultures with rich traditions of landscape-making are often excluded from the modern
canon of landscape architectural history, theory, and practice. In Argentina, for instance,
significant landscapes built by alliances of agronomists, architects, gardeners, and engineers are
not part of landscape architecture discourse because they do not fit neatly within the Northern
European tradition. And around the world, the inventive, appropriate concepts and projects of
vernacular and indigenous landscape-makers are often left to the realm of anthropology or
archaeology, if they are acknowledged at all.
People who study landscape science might be known as landscape architects, but also
landscape geographers, landscape engineers, and landscape anthropologists (just as they have
already started to claim titles such as landscape ecologist, landscape archaeologist, and landscape
urbanist), or they might call themselves, more generally, landscape scientists.
The new landscape science will also give space at the table to related practices that are
fundamentally important but often ignored or denigrated. Maintenance workers, tree pruners,
landscapers, and heavy machine operators should be seen not as imperfect executors of design
intent, but rather as collaborators in the process of making and studying landscapes, just as
clients, users, inhabitants are sometimes understood today. Subfields such as chorology (study of
land) or landscape metrology (study of metrics) could emerge to address broader, systemic
questions in specific ways.
The metaphor of landscape-as-architecture is historical, not ontological. It was made, and
it can be remade or unmade to meet new demands and new realities
Instruction: Now you know that landscape architecture is much more than the art of
organizing horizontal surfaces, landscape-making or creating frameworks for places and cities.
You can demonstrate the inadequacy and inappropriateness of such a view of landscape
architecture, paying attention to the ways in which practitioners and scholars are transgressing
the bounds of landscape architecture, adapting methods from fields as diverse as conservation
biology and quantum mechanics, as they pursue more syncretic ways of understanding and
shaping environments.
Keep this fact in mind while reading and discussing the text. You should begin by asking
and answering overview questions about the research field, the subject matter, or the main
purpose of the text. These questions will help you identify most important points, the essence of
the field of landscape architecture and write a good abstract of the text.
What is the research field of the text?
What is the subject matter and main topic of the passage?
What is the author's purpose in writing this passage?
What is the main point of this passage?
What news is emphasized in the passage?
In what lines is the most significant information given?
Caution:
The correct answers for main idea, main topic, and main purpose questions summarize
the main points of the passage; they must be more general than any of the supporting ideas or
details, but not so general that they include ideas outside the scope of the text.
Now you are well prepared to write a half-page abstract of the text.
An abstract is a 120- to 500-word paragraph that provides readers with a quick overview
of your essay or report and its organization. It should express your thesis (or central idea) and
your key points; it should also suggest any implications or applications of the research you
discuss in the paper.
An abstract is a concise summary of the entire text.

The function of an abstract is to describe, not to evaluate or defend, the paper.

The abstract should begin with a brief but precise statement of the problem or
issue, followed by a description of the research method and design, the major findings, and the
conclusions reached.

The abstract should contain the most important key words referring to method and
content: these facilitate access to the abstract by computer search and enable a reader to decide
whether to read the entire dissertation.
Note: Your abstract should read like an overview of your paper, not a proposal for what
you intended to study or accomplish. Avoid beginning your sentences with phrases like, “This
essay will examine...” or “In this research paper I will attempt to prove...”
Abstracts usually spend

25% of their space on the purpose and importance of the research (Introduction)

25% of their space on what you did (Methods)

35% of their space on what you found (Results)

15% of their space on the implications of the research
PART 2. THE SKILLS OF EXTENSIVE READING
LANDSCAPE ARCHITECTURE FOR URBAN AND RURAL AREAS
Guidelines for reading DOE texts on landscape architecture for planning urban and rural
areas. The text highlights the relationship between the process of planning urban and rural areas
and the specialisation of landscape architecture. This is a relatively new field of professional and
resesearch activities. It is an artistic, professional and scientific field that is focused on the
theoretical foundations of shaping landscapes and the development of practical methods of
designing them. It is a process of the internal renewal of degraded urban or rural spaces,
determining the natural and cultural values which define the identity of an area. Landscape
architecture plays a remarkable role in the practice of urban design, and practitioners and
students of landscape architecture continuously embrace this important dimension of the
profession. Real places are perceived and seen as landscapes, dependent on physical and mental
points of view, with foregrounds and backgrounds always switching positions.
Text 19-2. LANDSCAPE ARCHITECTURE AND URBAN DESIGN AS A
PROFESSION AND SCIENCE
(Abridged after “Geography and Environmental Science”. Southhampton university,
2020)
1. LANDSCAPE ARCHITECTS PLAN, DESIGN, CREATE AND MANAGE
LANDSCAPES AND OPEN SPACES, IN BOTH NATURAL AND BUILT
ENVIRONMENTS
Your role as a landscape architect will be to provide innovative and aesthetically-pleasing
environments for people to enjoy, while ensuring that changes to the natural environment are
appropriate, sensitive and sustainable.
Collaborating closely with other professionals, you'll work on a range of projects in both
urban and rural settings - from parks, gardens and housing estates to city centre design, sporting
sites and motorway construction.
Types of landscape architect
You may work across one or all five of the main areas of landscape architecture:

landscape design

landscape management

landscape planning

landscape science

urban design.
Landscape architects work in teams of town planners, architects, engineers and surveyors
to plan, design and manage the landscape around us.
Planning our towns and cities
The work of a landscape architect tends to cover both urban and rural areas, creating
environments for people to enjoy, while ensuring that the projects are appropriate and sustainable.
Landscape architects shape the world we live in, with responsibility for parks, nature reserves and
industrial landscapes.
Typical work activities:

Overseeing the design of projects in urban regeneration, road, retail or natural

Creating plans, designs and drawings

Conducting site studies and monitoring progress

Presenting proposals and dealing with enquiries

Preparing detailed plans and working drawings using computer aided design
(CAD) and similar software.

Ensuring the ecological health of landscapes

Supporting biodiversity

Researching climate change, food shortages and increased energy demands
alongside relevant policy, and adapt to respond

Generating new business

Discussing requirements with clients

Producing contracts and cost estimates
Travel can be a major part of the job, as many landscape architects live and work abroad, or
have overseas clients.
Landscape architecture addresses concerns such as climate change, sustainability, water
and housing. The role involves a lot of collaborating with landscape contractors, environmentalists,
surveyors and engineers.
Qualifying as a landscape architect
Landscape architecture is likely to require further study on top of your geography degree. It
is sometimes possible to combine this study with gaining experience, so be sure to research the sort
of course you want to take.
Qualifications
1.
A degree in a relevant subject, such as geography.
2.
A postgraduate qualification in landscape architecture. These are usually very
competitive, so having a relevant degree is helpful. Make sure to take a course which is
accredited by the Landscape Institute
3.
Gaining membership of the Landscape Institute, which requires two years of
practical experience and a practical exam.
4.
Responsibilities
As a landscape architect, you'll need to:

oversee the design of a variety of projects, including urban regeneration schemes,
pedestrian schemes, road or retail schemes and maintain the character of sites of natural beauty

establish general landscape requirements with clients

conduct preliminary studies of the site (including contours, soil, ecology,
buildings, roads, heritage)

assess a site's potential to meet the client's specifications

carry out environmental impact assessments

seek and take into account the views of local residents, potential users, and parties
with a vested interest in the project

accurately prepare and present detailed plans and working drawings of the redesign of the new site, including applications, construction details and specifications for the
project using computer-aided design (CAD) packages or similar design software

present proposals to clients, deal with enquiries and negotiate any amendments to
the final design

match the client's wishes with your knowledge of what will work best

contact and coordinate manufacturers and suppliers

put work out to tender, select a contractor and manager (mainly for larger
projects), and lead cross-functional teams

carry out site visits

ensure deadlines are met

liaise with other professionals on the project

monitor and check work on site (on large projects, landscape managers may do
this type of supervisory work)

authorise payment once work has been satisfactorily completed

attend public inquiries to give evidence if necessary

generate new business opportunities.
Salary



As a graduate landscape architect, you'll earn in the region of £20,000 to £24,000.
Once chartered, you’ll earn between £30,000 and £45,000.
Salaries may be higher for very senior positions.
For experienced landscape architects, financial rewards may be higher in the private
sector, especially if partner status is obtained.
Income figures are intended as a guide only.
Working hours
Your working hours may fluctuate. There is a standard 37-hour, five-day week, but
evening and weekend working is not unusual. Hours are likely to be particularly irregular when
working to a tight deadline. Shift work is rare.
What to expect

Your time will be split between the office and site visits. Site visits involve
working in all weather conditions, so protective clothing may be required on some occasions.

A large proportion of landscape architecture jobs are in private practices, with a
smaller percentage of professionals working for local authorities.

Landscape architecture is one of the few built environment professions made up
of an equal number of men and women.

There are opportunities to work overseas, often in Europe and the Middle East.

With excellent design and business skills, plenty of experience and an established
list of clients and contacts, self-employment could be an option.
Qualifications
Landscape architecture is a chartered profession and the first step towards getting
chartered status is to ensure that you have reached Masters level on a higher education course
accredited by the LI (Landscape Institute).
Courses are available in areas such as:

conservation management

garden design

landscape architecture

landscape design and ecology

landscape management

urban planning or design.
Undergraduate degree courses typically last three or four years and usually include an
option for work experience placements in industry.
If you already have an undergraduate degree that isn't accredited by the LI, you can still
enter the profession by completing an LI-accredited postgraduate conversion course. These
courses generally last between 18 months and two years full time, or longer if part time.
For a place on the conversion course you do not need to have studied a related
undergraduate degree, but should have a keen interest in design and the environment.
All students on LI-accredited courses are encouraged to sign up to be a student member
of the LI. Membership gives you access to events and professional networks and the chance to
enter the Student Travel Awards competition. You'll also receive a Student News quarterly email
and industry update. Student members on accredited courses receive an automatic upgrade to
licentiate membership when they graduate.
Skills
You'll need to have:

good design/drawing skills, including computer-aided design (CAD)

excellent communication and negotiating skills

creative ability, imagination and enthusiasm

a concern for the environment and an understanding of conservation issues

a practical outlook

good observation skills and an eye for detail.
Work experience
Relevant pre-entry experience is desirable as it shows your interest and commitment to
the landscape profession. Most courses include industrial placements, but if yours doesn't,
consider finding vacation or part-time work.
Anything in a landscape-based area will be useful, as will any work that involves design
or creative skills. Volunteering projects linked to the environment can also help.
To organise a work placement or visit to an organisation, use the LI Practice Directory to
locate practices in your area and get in touch about available opportunities.
Employers
Typical employers of landscape architects include:

the construction industry

local authorities

private practices

public bodies

water companies.
In the public sector, landscape architects tend to work for environmental agencies, local
authorities and government agencies. There are also opportunities within voluntary
organisations.
In the private sector, landscape architects are largely employed by architect and
landscape architect companies, or by companies specialising in landscape engineering.
A number of recruitment agencies specialising in architecture, environment and
construction advertise vacancies for landscape architects. These include:
Professional development
After successfully completing an accredited undergraduate or postgraduate course you'll
be eligible for Licentiate Membership of the LI.
This is followed by a period of mentored experience, which is carried out while you
work, as part of the Pathway to Chartership (P2C). Successful completion of the P2C leads to
chartered status and full membership of the LI.
Once you have full membership, you'll be known as a Chartered Member of the
Landscape Institute and can use the letters CMLI after your name.
The P2C develops your knowledge, understanding and professionalism in landscape
architecture and ensures that you have the required competencies for chartered status.
Most people need between one to three years working on the P2C in professional practice
before moving on to the final stage, which is an oral examination, but everyone progresses at
their own pace.
When you become chartered you are required to carry out a minimum of 25 hours of
continuing professional development (CPD) a year. This can be gained in a variety of ways and
the LI has details of CPD days and other useful events on its website. For those at the top of the
profession, there is the opportunity to apply for Fellowship-level membership with the LI.
Career prospects
You can progress your career as a landscape architect in a number of ways; by taking on
greater responsibility, taking charge of projects, managing a team, or becoming a specialist in a
certain area. The rate of progression will depend on how ambitious you are and how quickly you
acquire additional knowledge and skills.
The most important landmark in your career is obtaining chartered membership, as this
demonstrates that you are a fully qualified landscape architect.
With substantial experience and strong commercial awareness, you may progress to
leading consultancy roles, become a partner in private practice, or set up your own business. To
be successful in private practice, you'll need a good client and contact base as well as excellent
experience, knowledge and skills.
Lecturing at higher education institutions is an alternative career option, or possibly
something you could pursue part time to complement other work.
2. URBAN DESIGNERS CREATE PRACTICAL AND VISUALLY PLEASING
PLACES, INCLUDING BUILDINGS, OPEN SPACES AND LANDSCAPES
Working as a vital part of a much bigger team, your role as an urban designer will be to
help to bring viable developments to life, ensuring that the environments you create are both
useful and enjoyable.
Urban design has grown considerably as a career path and a career in this field offers an
interesting and varied environment with good opportunities for progression. The sector continues
to grow at a steady rate in line with growing populations.
Types of urban design work
You would usually specialise in one area, such as:

urban environments - towns and cities

rural environments - villages

spatial - parks, open landscapes

generalist - working on projects that range across all of the above.
Responsibilities
As an urban designer, you'll need to:

survey land and buildings, analyse their current use and make recommendations
for their future development

work under your own initiative and direction, as part of a large and multi-skilled
team, including architects, local government, building contractors, material suppliers and local
communities

be creative and innovative in your ability to picture buildings and landscapes in
your mind before creating them on paper

apply your vision to designing a variety of built spaces, either creating brand new
designs or revising and improving existing ones – these could range from small individual
streets, parks and squares to major towns, housing areas and cities

work on projects as diverse as airports or hospitals

create detailed drawings using your artistic or graphic skills, converting your
vision into a technical drawing, using specific programmes and software such as computer-aided
design (CAD)

develop excellent relationships with people - both colleagues and wider groups
such as planners, architects, politicians and local communities

understand the needs of people who will be using the space you design; through
research and analysis you will consider political, environmental, social, economic, spatial,
psychological and physical factors

use your communication skills, empathy and knowledge to negotiate with and
influence people to make better informed decisions about successfully planned spaces

educate communities involved with the planning of their local region or
neighbourhood

work with the wider planning team to ensure policies and guidance are followed.
Salary

Starting salaries for junior urban designers are between £22,000 and £25,000.

Experienced urban designers can earn between £29,000 and £40,000.

Senior urban designers, or those in the position of partner or associate within a
firm, could earn £45,000 to £55,000+ depending on the types and size of projects undertaken.
Most urban designers are employed by an organisation, rather than working on a
freelance basis, though some go on to launch their own urban design consultancies. Depending
on the type and size of organisation you work for, you may be given some benefits such as a
mobile phone or company car, as the role requires regular site visits.
Income figures are intended as a guide only.
Working hours
You can expect a varied and busy career as an urban designer which is reflected in the
working hours and environment. While some of your time will be office based and Monday to
Friday, 9am to 5pm, there will also be plenty of on-site visits to check on the progress of your
work and help deal with any challenges that arise.
Meetings with local communities often occur during the evenings, so some evening and
weekend work is to be expected. Although paid overtime isn't usually offered for work done
outside your usual hours, organisations often offer time off in lieu. Taking annual leave usually
takes place outside of peak times or deadline periods within a project.
Part-time work and job share are possible.
What to expect

The work can be stressful, particularly when project deadlines are due, so you'll
need to enjoy a fast-paced and constantly evolving work environment and be able to work under
pressure.

Urban design can be hugely rewarding work. You'll be involved in creating places
and spaces that improve peoples' lives and will create a legacy across towns, cities, villages and
open spaces, often working for greater sustainability and positive environmental impact.

It's essential to be self-motivated and highly organised for this role. You'll be
looked to as the expert in your field of urban design and will need to help to lead the project,
ensuring it's delivered on time and within budget.

You may find that for formal meetings with officials or community groups you'll
be required to wear smart or business dress. Casual, practical clothes are worn for site visits.
When on site you'll also be required to wear the appropriate safety garments, such as a hard hat,
high-visibility jacket or steel toe-capped boots.
Qualifications
As an urban designer, you'll have completed a Bachelors degree in a related subject or a
foundation degree that enables you to progress with further undergraduate study.
Suitable subjects include:

architecture

built environment

civil engineering

construction management

economics

geography

graphic design

human geography

urban design

urban planning.
Unlike other sectors, such as architecture, urban design is not an accredited profession
and there is no professional body governing the content of higher education courses in the field.
You may therefore find that course content varies from one university to another.
Many employers look for a Masters level qualification in a relevant subject, plus
additional work experience. So, if you have for example studied architecture as an
undergraduate, you could consider completing a Masters qualification in urban design in
addition.
A less common route into urban design could be moving across from a related role, such
as town planning. This would most likely involve completing a part-time Masters in a related
subject as part of your professional development.
As populations grow, the need for suitable living spaces created by urban and rural
planning increases. As a result, the urban design sector continues to expand with good
opportunities and prospects. In addition to the relevant qualifications, work experience is
absolutely key in securing your first post.
Skills
You'll need to have:

a keen interest in both design and the built environment

an ability to work on complex projects which are prone to change

good technical and artistic skills

a strong analytical and problem-solving mindset

a resilient approach

good communication skills, including the ability to listen, educate and empathize

the ability to juggle multiple priorities

excellent organization skills, needed to meet deadlines

a good head for figures so that you can understand budgets, keep track of costs
and provide estimates of costings for design work to be done

an interest in working independently and as part of a multi-skilled team

excellent attention to detail

skills in the relevant software technological programs, or the aptitude to learn
from appropriate training

a willingness to present to groups of people at all levels

a strong desire to make changes to the built environment for the better

passion for the complex and changeable scope and future of cities, towns, villages
and landscapes.
Work experience
Urban design is a highly practical and skilled profession, so previous work experience
either in a voluntary capacity or as part of a program of study is essential. Many courses offer the
opportunity to engage with relevant placements or internships, but the focus will be on you to
source and secure these.
The type of work experience you get will depend on the type of organization, you work
for - from public sector to private sector and small to large firms. The more work experience you
can complete, the better. Try to obtain experience with a variety of employers, covering a range
of project sizes and types. A breadth of experience will give you a strong advantage and a very
useful insight.
Employers
Urban designers are employed by both the private and public sector. Employers include
consultancies, developers and local authorities. The types of design projects you'll work on will
largely depend on the type and size of organization you are employed by and whether the
organization has a specialism. For example, a consultancy that specializes in sustainability or
green builds, or a local authority with a mandate for the growth of schools in the region.
Employment within an organization is common, but with enough experience, you may go
on to start your own business or consultancy. To pursue the self-employed option, you'll need to
be highly motivated and have a good understanding of what is entailed in running a business.
Setting up your own consultancy would give you the chance to specialize within a particular area
of interest or take a generalist approach to projects undertaken.
Professional development
As your urban design career grows, there are plenty of opportunities for professional
development. Since there is currently no governing professional body, you'll need to explore
training and development options based on your own interests and skills. This can be done in
partnership with your employer.
You could, for example, decide you'd like to undertake additional training in a niche area
such as design for sustainable cities, or to undertake training on policy developments in urban
planning. You may want to consider blending this approach with skills development in
leadership and management. Most often, training will take place through external courses,
conferences or workshops and seminars, such as those listed on Urban Design Group.
Due to the growth in the sector there are continual advances in the technology, so it's
important to keep your knowledge up to date.
Depending on your route into urban design, you may also find your professional
development grows in line with your original subject of study. For example, if you studied
architecture as an undergraduate, you would have registered as a free member of RIBA (the
Royal Institute of British Architects) for stages 1 and 2, and will continue to benefit from their
continuing professional development (CPD) courses for the duration of your membership.
Career prospects
With your qualifications and work experience in place, you could expect to begin your
career in urban design in a junior entry-level role. This should give you plenty of opportunity to
gain experience, build your portfolio of work and increase your understanding of which way
you'd like to develop your career.
After five or so years, you could expect to move into more senior urban design roles,
receiving a higher salary and undertaking more complex or larger-scale projects, for which you
would have increased responsibility.
Typically, after approximately ten to fifteen years and depending on the experience you
have gained and skills you have developed, you could be working at associate or partner level (in
a consultancy based environment), or as a head of department within a local authority, or private
sector company such as Arup. At this level it's likely that you'll have overall responsibility for
large-scale design projects, including budget and team management.
Instruction: This text is a brief description of responsibilities, duties and perspectives
that will await a person planning to become a landscape architect and urban designer.
Landscape architecture is remaking itself and its adherents are venturing from the
confines of garden, park, and plaza into strange and difficult territory, where they face challenges
of a greater order. How will our cities adapt to overpopulation? How can we build places that are
more just? Such questions mock the very notion of disciplinary boundaries. These changes
correspond to a growing interest in broadly identified “landscape research” worthy of sustained
attention. Most landscape practitioners know the name doesn’t quite fit, though few give it
further thought. The crucial question is whether the apparent alliance of landscape and
architecture conceals other possibilities for how these two parties might relate to each other, and
how they might relate to the world. Write a one/two-page summary of the text.
Ask and answer overview questions:
What is the field of research of this text?
What is the purpose of writing it?
What is the author's main point in the passage?
What is the main topic of this passage?
What is the main idea of the passage?
What does the passage mainly discuss?
Why was this passage written?
Write a "stand-alone" summary to show the teacher and fellow students that you you
are prepared to cope with this assignment:
1.Outline the article. Start your summary with a clear identification of the type of work,
title, author, and main point in the present tense. Note the major points.
2.Write a first draft of the summary without looking at the article. Target your first draft
for approximately 1/4 the length of the original.
3. Check with your outline and your original to make sure you have covered the
important points.
4. Always use paraphrase when writing a summary. If you do copy a phrase from the
original be sure it is a very important phrase that cannot be paraphrased. In this case put
"quotation marks" around the phrase.
5. Never put any of your own ideas, opinions, or interpretations into the summary. This
means you have to be very careful of your word choice.
4. Periodically remind your reader that this is a summary by using phrases such as the
article claims, the author suggests, etc. Write a complete bibliographic citation at the beginning
of your summary. A complete bibliographic citation includes as a minimum, the title of the
work, the author, the source.
UNIT 20. PUBLIC SPEAKING FOR BUILDING PERSONAL DEVELOPMENT
Guidelines for reading DOE texts on public speaking
No matter what your professional and research field may be you need to master skills of public speaking,
which is a great way of building personal development on many levels, since improving
communication skills is helpful in almost every area of life. Whether your goal is to engage in political
debate, make a career as a motivational speaker or gain confidence in front of an audience, public
speaking can help you meet your goal. Public speaking can significantly boost your confidence.
Overcoming the fears and insecurities that accompany public speaking is empowering. Furthermore,
connecting with audiences can be a strong reminder that you have valuable insights and opinions to
share with the world. Your confidence levels will grow as you go from speaking to small groups of
people up to large audiences. This will benefit you not just on stage, but in everyday life as well,
whether it be in a meeting or on a date.
PART 1. THE SKILLS OF INTENSIVE READING
Text 20-1. WHAT IS PUBLIC SPEAKING? AND WHY IS IT IMPORTANT?
(Abridged after Fundamentals of Public Speaking. Introduction Guide. 18 Jun
2018)
A Public Speaking Definition
What is public speaking? Basically, it's a presentation that's given live before an
audience. Public speeches can cover a wide variety of different topics. The goal of the speech
may be to educate, entertain, or influence the listeners. Often, visual aids in the form of an
electronic slideshow are used to supplement the speech and make it more interesting to the
listeners.
A public speaking presentation is different from an online presentation because the online
presentation may be viewed and/or listened to at the viewer's convenience, while a public speech
is typically limited to a specific time or place. Online presentations are often comprised of
slideshows or pre-recorded videos of a speaker (including recordings of a live public speaking
presentation).
When you write a speech, you have to think carefully about the best framework, persuasive
strategy, and diction to communicate your message to the audience. This type of thinking can help
you improve your communication skills in other areas of your life.
Personal relationships, social interactions and work situations require you to communicate
ideas to other people. Public speaking focuses on communicating ideas. You can learn to calmly take
up an opposing view, to present your ideas in an organized and coherent manner, and to defend your
views to others.
Because public speaking is done before a live audience, there are some special factors the
speaker needs to take into consideration. We'll touch on those shortly, but first let's take a quick
look at the history of public speaking.
A History of Public Speaking
What is the history of public speaking?
There's a good chance that there's been public speaking, in one form or another, as long
as there've been people. But most academics and others involved with public speaking, including
those at The Public Speaking Project, trace the origins of modern public speaking back to ancient
Greece and Rome. Of course, those societies didn't have any of the electronic conveniences
we've got today to help with public speaking (no slideshows). But they did have a need for
public speaking and developed public speaking methods that are still studied today.
The ancient Greeks, in particular, used public speaking primarily to praise or persuade
others. At one point, all Greek citizens had the right to suggest or oppose laws during their
assemblies, which resulted in a need for skilled public speakers. Public speaking became a
desirable skill and was taught. Public speaking in the time of the Greeks was called rhetoric.
Later, when Rome came to power, public speaking was used during the sessions of the governing
body—the Roman senate. The Romans adopted the public speaking rhetoric methods of the
Greeks. In fact, most public speaking teachers of the time were Greek.
If you fast forward to modern times, what was known as the Latin style of public
speaking was popular in the U.S. and Europe until the mid-20th century. After World War II,
however, a less formal and more conversational style of speaking started to become popular.
Also, electronic tools became available to enhance public presentations. Towards the end of the
20th century, those electronic tools migrated to the computer and evolved into the computer
software tools, such as PowerPoint, that we know and use today.
Don't be fooled, though. Even though today's public speeches are less formal, it's still
important that they're well organized. More on that later. Now let's take a look at the importance
of public speaking.
The Importance of Public Speaking
If you ask most people, they'll probably say they don't like public speaking. They may
even admit to being afraid of it, since fear of public speaking is a very common fear. Or they
may just be shy or introverted. For those reasons, many people avoid public speaking if they can.
If you're one of those people who avoid public speaking, you're missing out.
Over the years, public speaking has played a major role in education, government, and
business. Words have the power to inform, persuade, educate, and even entertain. And the
spoken word can be even more powerful than the written word in the hands of the right speaker.
Whether you're a small business owner, a student, or just someone who's passionate
about something—you'll benefit if you improve your public speaking skills, both personally and
professionally. Some benefits to public speaking include:

Improves confidence

Better research skills

Stronger deductive skills

Ability to advocate for causes

And more
Public speaking is especially important for businesses since they've got a need to get their
message before potential customers and market their business. Sales people and executives alike
are often expected to have good public speaking skills.
If you let others do your talking for you in the past or found it hard to express what you
wanted to say, that will fade. Not only will you be able to fluently speak your mind but you'll find
yourself doing it for others too.
In standing up and speaking in a way that is powerful, you're speaking in a way that will
change people’s minds about something. If you're able to master that skill, changing hearts and minds
and learning how to persuade, you will be already honing one of the major aspects of leadership.
If you're able to do it in public to a group of people, chances are you'll be able to do it in a
more individualized setting. Leaders require the capacity to drive change, public speaking skills are
vital in learning that ability.
When you want to highlight your public speaking skills in your cover letter, resume, or
even during an interview, be sure to go beyond stating that you have "public speaking skills." Go
into detail about which aspects of public speaking you are good at, and provide specific
examples of your skills and expertise.

Clear Articulation: Of course, public speakers must be able to speak well. This
includes enunciating clearly, speaking loudly enough, and using proper grammar without a lot of
verbal crutches such as "um." It helps to be able to talk well in ordinary conversation, but public
speaking is a kind of performance and as such, requires practice and preparation. Memorization
itself is usually not necessary, because most people can speak extemporaneously to some degree,
but you must be familiar enough with your material that you don't pause excessively, repeat
yourself, or stumble over your words. You also need to be able to pace yourself so that you
finish on time, rather than early or late.

Engaging Presentation Style: Presentation style includes vocal tone, body
language, facial expression, and timing. The right style can make a talk that could have been
boring become exciting and engaging—even funny.

Assessing the Needs of the Audience: Some audiences want a lot of technical
detail; others don't. Some enjoy humor; others won't. There are jokes that work in some crowds
but not others. To draft a successful talk and to adopt the appropriate presentation style, you need
to be able to assess the needs of your audience.

PowerPoint Skills: PowerPoint is a popular software used for creating slides. Not
all public speakers use slides, but slides are so common that doing without them is sometimes
called "speaking naked." You must not only understand the technical aspects of using the
software, but also have the artistic ability to create slides that are aesthetically pleasing and easy
to understand—or, you must work with a collaborator who can do so. Either way, you must
know how to integrate your slides smoothly into the other aspects of your presentations.

Composition Skills: Whether you compose your talk ahead of time or work
extemporaneously, you must be able to construct talks that are rational, coherent, easy to
understand, and cover all the points you want to hit. Storytelling and humor help, and you must
know how to use them. Public speaking is not only a form of performance art, but it also
requires writing skills.
Next, let's explore the methods you can use to become better at public speaking.
How to Become Better at Public Speaking
Okay, so now that you understand the benefits of public speaking, you might be a little
more interested. Still, you might think it's not for you. Maybe you gave a speech once and it
didn't go well. Maybe you're afraid of public speaking. Or maybe you think you don't have a
natural ability for giving speeches.
The truth is that public speaking is a skill. It can be learned. While some people may have
more natural speaking ability than others, or a more pleasing voice, or are more charismatic—
anyone who can speak can learn to be a better public speaker than they are right now. It just
takes some know-how and some effort.
To help you become better at public speaking, we'll take a look at these four areas:
1.
Writing the speech
2.
Overcoming a fear of speaking
3.
Practicing the speech
4.
Giving the speech
We'll start with writing the speech.
1. Write an Effective Speech
The first thing you'll want to do is work on writing a well-organized, engaging speech.
Because even if you've got a great speaking voice or a great deal of charisma, you won't give a
good speech if your material isn't any good.
2. Overcome the Fear of Speaking
Fear of public speaking is very real and can hold you back if you let it. If you don't feel
confident when giving your speech, your listeners may pick up on that, making your presentation
less effective. Fortunately, there are some techniques that'll help most people manage their fear
of public speaking and become more confident.
First, let's tackle fear of public speaking.
Next, let's work on improving your confidence.
3. Practice the Speech
Even if you're not afraid of public speaking, practicing your speech is still an important
step to having an effective speech. If you're in a rush, you may be tempted to skip practicing
your speech to save time. While skipping practice may seem like a good idea, it's really not.
By practicing your speech not only do you improve your public speaking skills, but you
also increase your familiarity with the presentation—making it more likely that your speech will
go smoothly.
4. Give the Speech
Now that you've written a good speech, feel more confident about public speaking, and
have practiced—you're ready to actually give the speech. There are some tips and tricks you can
use on the day of your speech to make it go more smoothly, though. Remember, you're giving a
presentation before a live audience at a specific place and time. So, you've got some concerns
about the speaking venue that those who give online presentations don't have to worry about.
Some common concerns for public speakers include:

Will the audience be able the hear me?

Does the venue have the equipment I need?

Are there enough seats for all of my listeners?
More Public Speaking Skills

Articulating clearly

Assessing the needs and priorities of a potential audience of conference attendees

Controlling performance anxiety

Creating attractive PowerPoint slides with the right amount of detail

Drafting an evaluation form that attendees are likely to complete

Grabbing the attention of the audience with a powerful opening

Handing out copies of slides in advance to minimize note-taking demands on the
audience

Maintaining eye contact with the audience and providing an energetic, animated
physical presence

Memorizing enough content so that the speech does not come off as a reading of
notes

Modulating vocal tone to emphasize important points and avoid monotonous
presentation

Organizing a logical flow to a speech

Preparing examples that are relevant to the experience of the expected audience

Providing compelling evidence to support themes

Rehearsing the presentation and revising rough spots

Restating critical points at the end of a speech to cement key concepts

Reviewing feedback and modifying the approach for talks in the future

Summarizing the topics to be covered at the beginning of a lecture to provide
context for attendees

Telling stories to illustrate points

Timing the speech in advance to make sure it meets the allotted time

Using humor to enliven a talk
Relying on the above analysis of public speaking take 10 minutes to think over and
give a 3-5-minute impromptu speech on the importance of public speaking for your
personal development.
PART 2. THE SKILLS OF EXTENSIVE READING
PUBLIC SPEAKING AS COMMUNICATION PRACTICE
Guidelines for reading DOE texts on on public speaking
If you've been asked to give a public speech, you may wonder: what is public speaking
and why is public speaking important? Those questions are quite logical if you've never thought
much before about the way of public speaking in your country.
Ethnographic analysis in the article “Public speaking as cultural ideal” highlights the
cultural gap between Anglo-American and non-Anglo interpretations of public speaking. It is
claimed that societies impacted by globalization often respond to the combined forces of
international trade, politics, and cultural exchange by internationalizing their institutes of higher
education and adding an element of cultural reflection to curriculum design. The article provides
a vivid example of adoption of Anglo-American public speaking curriculum at national institutes
of higher education in Kenya. It may give you a clue for marking out some features of public
speaking in different countries.
Text 20-2. PUBLIC SPEAKING IN CULTURAL CONTEXTS
(Abridged after D. Boromisza-Habashi et al. Public speaking as cultural ideal:
Internationalizing the public speaking curriculum // Journal of International and
Intercultural Communication, 2015)
Basic college-level public speaking instruction
Internationalization,
understood
as
“the
process
of
integrating
an
international/intercultural dimension into the teaching, research and service functions of the
institution”, serves as an engine of the cross-border flow of knowledge generated and taught at
institutes of higher education.
One example of a body of knowledge routinely exported from the United States to the
rest of the world is the basic college-level public speaking curriculum, in particular, the public
speaking textbook. Such textbooks published in the United States are available for purchase and
are used around the world. Their adoption in public speaking courses at non-U.S. institutes of
higher education is an important advance toward internationalization. More could be done to
internationalize the public speaking curriculum both within and beyond the borders of the United
States. In spite of its global presence, the context-bound communication practice labeled “public
speaking” and taught to students in the public speaking curriculum is far from universal. As a
culturally specific form of expression, and as a resource for public participation, AngloAmerican public speaking as represented in U.S. public speaking textbooks may or may not
resonate with the experiences of students socialized in non-Anglo speech communities.
Kenyan university students, for example, who only had access to U.S. public speaking
textbooks, and their instructors of Kenyan and Ugandan origin had little difficulty pointing out
ways in which the representation of public speaking in their textbooks differed from local ways
of understanding, and doing, public speaking. Students found doing research during the
preparation process odd and somewhat pedantic. They noted that speaker credibility in Kenya is
often determined by factors like wealth, social status, age, education, ethnicity, and marital
status.
Instructors emphasized that Kenyan public speaking mobilized a greater variety of
supporting materials beyond, and often instead of, extensive research such as proverbs, personal
stories, or songs. One instructor reported that African speeches are often circular, perhaps
resembling a bicycle wheel with spokes wandering out repeatedly to the rim to make a point or
tell a story and then returning back to the center, the thesis.
They are actually one-point speeches with a great deal of supporting material. Americans
listening to such a speech might feel bewildered and even bored because they are unable to
follow the logic that ties all the points together, whereas Kenyan listeners would be absorbed in
the stories and delighted with their subtle convergence back into the central theme. Systematic
reflection on locally relevant cultural differences could contribute significantly to the
internationalization of the public speaking curriculum at Kenyan institutes of higher education
and elsewhere.
Reflection on cultural differences between dominant and local interpretations of public
speaking as a communicative practice can advance the internationalization of the public speaking
curriculum in the U.S. as well. We hold that “internationalization is not only oriented to
countries or nation states but also includes the different cultural/ethnic groups within a country.”
One need not look beyond the borders of the United States to experience gaps between the
dominant cultural interpretation of public speaking in the U.S.
American classroom and the local view
In the process of teaching public speaking as a genre of context-bound communication
some students express their inability to give speeches in front of their peers, others opt for
alternative forms of public expression. Actual performances prove that it is not a universal but a
culturally variable communication practice—a patterned, context-bound, locally meaningful
communicative activity.
From a cultural perspective, public speaking textbooks can be regarded as texts written to
socialize students into culturally competent public speakers. From that perspective, the cultural
ideal of public speaking circulated via textbooks can be regarded as a pedagogical resource used
to that end.
In order to reconstruct that ideal we would like to emphasize that in the early stages of
public speaking education, textbooks focused on training students in the “expression of ideas.”
Such “expression” required nearly exclusive focus on “eloquence,” “technique,” and “delivery.”
“Expression” was imagined as a unidirectional process, proceeding from speaker to audience. Its
effect on the audience was thought to be predictable: as long as the speaker deployed the correct
technique, she or he was expected to elicit the desired audience response. Contemporary
textbooks are organized according to the code of “communication.” This code suggests that
“conversation” should be the ideal of public speaking.
The most immediately relevant physical setting of public speaking is, of course, the “high
school” or “college” classroom, but textbooks treat the classroom as a stand-in for a wide range
of contexts. The representation of public speaking in contemporary public speaking textbooks
has extended the range of physical settings in which public speaking may occur.
Public speaking highlights two types of participants, a “speaker” and an “audience.”
Modern textbooks imagine the relationship between the two as an “I-speaking-to-you”
association, a relationship that is “intimate,” “direct,” and “personal.” The speaker chooses a
purpose, designs the speech specifically for an intended audience, and speaks in an “audienceadapted” or “audience-sensitive” manner. The relationship between audience and speaker is best
described as “democratic”: The two sides are portrayed as having equal social status.
Unlike speakers portrayed in older textbooks, not only is the speaker sensitive to the
perspective and interests of the audience, but she or he sees an audience as an agent of a
“response” that is not determined by the structure, contents, or delivery of the speech. In the
dominant ideal, the audience is seen as the speaker’s conversational partner whose agency
becomes visible in the “response” and the “oral discussion” following the speech. Besides the
physical setting of Anglo-American public speaking its ends and outcomes have also become
more diverse in contemporary textbooks.
As to personal success, textbooks promise public speakers the ability to “make a good
impression” and attain “advancement,” “self-confidence,” “self-improvement,” “individual
efficiency,” and “leadership.” In general, public speaking opens the door to “advancing one’s
reputation and perceived business acumen.” Modern public speaking textbooks tightly regiment
the act sequence of public speaking.
Public speaking must be “grounded on research and evidence,” and therefore begins with
“analyzing the topic,” “testing and analyzing the pros and cons of an issue,” and “identifying
purposive audience outcomes.” Next come “library research,” the development of “notecards”
and the development of an “outline” which involves “adapting the material to the audience.” On
the day of giving the speech, the speaker performs “original extemporaneous speaking” aided by
“brief notes that are, ideally, held in reserve.”
She or he begins with a “conversational opening,” provides a “modest body of major
points” (each with “strong illustration”) and arrives at a “prompt and decisive conclusion.” The
speaker’s linguistic choices are marked by “audience-based standards of pronunciation and
usage.” Individual statements are “plain,” “common sense,” “pointed,” and “original.”
Textbooks suggest that the speaker use “common sense in gesture” and achieve the
“integration of content and delivery.” Finally, the speech—if it is intended to “set up a fair
context for debate”—is followed by “oral discussion.” The key or emotional tone of public
speaking arises from holding public speakers to the ideal of speaking in a “conversationalcommunicative manner.” Ideal public speaking is “eloquent” but “democratic,” “low-key” and
“sincere,” “calm” but delivered with “energy,” “clear” and “focused” but “spontaneous” and
marked by “ease of manner.”
Public speakers should aim to perform an “informative speech” that fosters “intimate
audience contact.” The instruments used to accomplish public speaking include face-to-face or
mediated interaction between speaker and audience, an “outline” and “notecards.”
There are four norms audiences apply to particular performances of public speaking: the
norms of “richness,” “originality,” “adaptation,” and “intimacy.”
The norm of richness suggests that the public speaker should offer her or his audience
content that is well supported by careful research and strikes the audience as interesting and
practical.
The norm of originality extends to content and presentation. Both should be original
artifacts crafted for the specific audience listening to the speech. The textbooks suggest that the
speaker’s every act of preparation, performance, and audience engagement should be adapted to
the audience’s interests and desires.
The norm of intimacy calls on the speaker to seek a relationship of intimacy with her or
his audience.
The norm of adaptation prompts the speaker not only to speak in an authentic manner but
also to be the type of authentic person to whom the audience can easily relate.
Finally, the overarching speech genres to which modern public speaking textbooks
expect public speaking to conform are “communication” and “conversation.” “Communication,”
as a genre, often stands in opposition to “expressing ideas.” Whereas “communication” implies a
“conversational manner” seen to “spring chiefly from ideas and audience,” “expression” entails a
“dominant emphasis upon techniques of artistic presentation.” The secondary genres of
(classroom) “speeches,” are “oratorical contests,” “discussion,” “reports,” “lectures,”
“parliamentary procedure,” “special-occasion speaking.”
The cultural meaningfulness of observable communicative conduct can be captured in the
form of cultural discourses, or premises for interpreting and performing such conduct. These
premises are the analyst’s formulation of fundamental cultural assumptions about the nature of
personhood (being), communication (acting), social relations (relating), emotions (feeling), and
living in the world (dwelling).
Premises answer the question: What do members of this speech community have to
believe in order to communicate that way? Such premises are immanent in the ways members of
speech communities communicate with one another, and communicative conduct fosters the
sharing of premises among communal members.
From this purview, all public speakers are to be considered equal, and as in possession of
a voice, and therefore everyone should respect everyone else’s right to speak in public. All
elements and aspects of our world can be the subject of public speaking, and although novice
public speakers are likely to experience anxiety, they are thought to be capable of developing a
feeling of confidence. Because public speakers hold a high position in society, they deserve
community members’ respect.
Everyone should respect others’ right to act as a discerning audience member who may
or may not be critical of a given speech. Finally, speaker confidence matters, but “intimate
audience contact” is assigned an equal amount of importance.
Public speaking in other cultural contexts
The patterns and cultural discourses highlighted above constitute the cultural ideal of
public speaking circulated via U.S.-style public speaking textbooks. Our reconstruction of the
ideal is likely to ring quite familiar to readers socialized in the Anglo public speaking classroom.
How exotic this ideal may seem to readers who lack familiarity with it. Ethnographic
accounts of speaking in public in other cultural contexts point to very different expectations
about public speaking in non-Anglo speech communities. Much like modern public speaking
textbooks, non-Anglo speech communities associate public speaking with a wide variety of
physical settings. The choice of setting is closely related to the type of speech event to be staged.
Public speakers in legislative meetings may attend to “civic affairs” in spaces recognized as
“public.” Speeches given during “special occasions” like funerals, public prayer, “celebratory”
events and wedding ceremonies are also understood as having a public dimension owing to the
spaces in which they occur.
While the Anglo ideal highlights the role of two types of participants, “speakers” and
“audiences,” who are on relatively equal footing in terms of social status, public speaking
practices in non-Anglo speech communities generally involve a more stratified set of participants
with differently defined social roles and privileges. In many of the speech communities
investigated, speaking in public is an activity performed by men who are high status social
actors.
While in Anglo public speaking models speakers are treated as autonomous individual
agents fully accountable for what they say, non-Anglo contexts often cast participants in more
complex and interrelated interactional roles.
Audience members often take more active roles in non-Anglo events marked by public
speaking. They use speaking in public for “making things clear,” “making things impressive,”
“inducing belief,” “entertaining,” and “inducing action.” This difference may also be connected
to the focus on public speaking as a collective, rather than individual, endeavor in non-Anglo
contexts. Collective decision-making is achieved through public discourse that signifies the
value of the communal voice over the voice of the individual. The key or emotional tone of
public speaking in non-Anglo speech communities studied by anthropologists is generally more
“formal” than “conversational.”
Some non-Anglo public speech is characterized by emotional tones that would be seen as
unacceptable in other speech contexts.
Speakers in many non-Anglo contexts are expected to follow particular scripts rather than
engage in creative speech. Speaking appropriately in many non-Anglo contexts establishes social
authority for the speaker and often works to maintain social hierarchies within speech
communities. While Anglo textbooks place a large emphasis on the role of the speaker as an
individual, many non-Anglo ways of speaking in public emphasize community over
individuality by placing value on speakers’ abilities to speak on behalf of the group as a whole,
or to represent subgroups within the larger community.
The above representation of public speaking practices should help our readers understand
and appreciate similarities, differences, and connections between Anglo and nonAnglo styles of
public speaking. Although we highlight cultural variability we do not call into question the
increasing influence of the Anglo cultural ideal around the world and the fact that in some cases
non-Anglo speakers are willing, or are forced, to use Anglo patterns instead of locally
recognized ones in speech situations dominated by Anglo norms of public speaking. Our
discussion is meant simply to highlight the broad range of cultural patterns evident in public
speaking practices. Comparing the dominant ideal of public speaking evident in U.S. classrooms
to other cultural contexts can be useful for teaching, learning, and doing public speaking.
Anglo “communication culture” is a culture that is particularly self-conscious and
reflexive about communication, and that generates large quantities of metadiscourse about it. For
the members of such cultures it is axiomatically “good to talk”—but at the same time it is natural
to make judgments about which kinds of talk are good and which are less good. People aspire, or
think they ought to aspire, to communicate “better”; and they are highly receptive to expert
advice.
Communication training manuals are designed to teach individuals to communicate better
in interpersonal interaction, and thus become better persons. People living in contemporary
Anglo societies are motivated to read and write such manuals within the framework of the
reflexive project of late modernity, a permanent quest for authentic, integrated, and presentable
selves. According to this logic, the self becomes an enterprise, and communication the means of
entrepreneurial success. Hence, public speaking training prepares students to deliver speeches to
large crowds or to engage in debate, but not to “communicate” with others.
“Communication,” according to U.S. speakers, is a form of interpersonal interaction
marked by closeness, supportiveness, and flexibility. It also involves partners committed to
“working” on and improving their “core selves” in the process of thoughtful and intimate
“communication.” In ideal acts of public speaking, this unique, core self is revealed to the
audience as the speaker relaxes and “sheds unnecessary impediments to the experience”. Public
speaking usually involves less interaction between speaker and audience than interpersonal
communication.
If public speaking is indeed a cultural ideal, with deep intellectual roots descending into
the Anglo-American cultural terrain, how do we explain the global influence of that ideal?
Western-style public speaking may be a somewhat quaint exercise but “in an age of globalization
it is necessary”. The cultural reflections presented here can be directly useful for educators
interested in internationalizing the public speaking curriculum. In particular, the cultural ideal of
public speaking can be used as a starting point for critical reflection on divergent cultural
patterns of communication in the public speaking classroom. We suggest that instructors faced
with cultural diversity in their classrooms explore one or more of four possible avenues of
internationalization.
First, if they find it advantageous to do so, instructors can turn their classrooms into
hybrid discourse communities where Anglo-American ideals and practices of public speaking are
combined with the ideals and practices of the non-Anglo communities of instructors and/or
students.
Second, instructors can use the cultural ideal to make the communication norms of the
Anglo public speaking curriculum explicit for non-Anglo students. They can share with students
their own struggles and culture shocks regarding norms of speaking, and thereby model the
acquisition of those speaking norms.
Third, students can utilize the cultural ideal in activities designed to raise their awareness
about culturally variable communication norms relevant to speaking in public and learning to
speak in public.
Fourth, the cultural ideal can be used in the professional development of instructors
teaching culturally diverse public speaking classes.
Additionally, the cultural ideal can inspire a different type of critical reflection that
centers on the questions: Can the Anglo-American ideal of public speaking, an ideal shaped by
the emergence of various forms of participatory democracy in the United States, benefit nonAnglo speech communities? Can this ideal serve as a cultural resource for public participation in
communities of non-Anglo speakers? We believe in the value of carefully investigating whether
cultural reflection in and beyond the classroom might pave the way toward the promotion of
public speaking as an emancipatory practice used to articulate, advance, and defend human rights
and responsibilities across the globe.
Relying on the ethnographic analysis of public speaking in D. Boromisza-Habashi’s
article “Public speaking as cultural ideal”, what would you recommend to your university
instructors? Prepare a 10-15 minute speech on the specific points of public speaking in
Russian cultural contexts.
.
GRAMMAR SUPPLEMENT
Your best chance for refreshing your grammar in a short time is to be making a list of your habitual errors
along with working on the units. Although a wide range of grammar patterns are potentially vulnerable in DOE
communication, there are certain points that appear again and again, and you can work out on these points with the
information and practice this Supplement provides. Grammar Supplement may seem less stressful for you because it
is easier to cope with the problems if you have learned how to.
Text passages are generally about public and academic matters, social sciences and interdisciplinary issues.
Any cultural references in the sentences are to the culture of transnational interaction. Some sentences contain
references to people, places, and institutions that you will not be familiar with. It is not necessary to know these
references; you should simply concentrate on the grammar structure of the sentences. Nor is it necessary to
understand all the words in a sentence; you can often determine a grammar structure or pattern correctly without
complete understanding of that sentence.
There are two possible approaches to grammar problems: an analytical approach and an intuitive approach. A
non-native speaker who uses the analytical approach quickly analyzes the grammar structure of a sentence to see what
element is missing or which element is incorrect. Someone who uses the second approach simply chooses the answer
that "sounds right" or rejects the one that "sounds wrong". Although the first approach is recommended for graduate
students, the second can be useful too, especially for DOE learners. If you are not sure which approach works best for
you, keep in mind that you can combine both: if you get "stuck" using one, you switch to the other.
A Tip: An excellent way to refresh your grammar is to write your own grammar pattern items. Write several
items for each of the sections in this part of the book. There is no better way to start thinking like a proficient DOE
speaker.
1. GRAMMAR WORKOUT WITH ARTICLES
Errors with articles are very often hard to notice. There are some specific rules for using (or not using) articles
that you should be aware of.
An indefinite article can be used to mean "one." It is also used to mean "per":
a half, a quarter, a third, a tenth, a mile a minute (one mile per minute), an apple a day (one apple per day)
A definite article is used when there is only one example of the thing or person, or when the identity of the
thing or person is clear: Thе Moon went behind some clouds. (There's only one moon.) Please open the door. (You
know which door I mean.)
A definite article is usually used before these expressions of time and position: the morning, the afternoon, the
evening; the front, the back, the center; the beginning, the middle, the end; the past, the present, the future, the
bottom, the top.
No article is used in the expression "at night."
A definite article comes before a singular noun that is used as a representative of an entire class of
things. This is especially common with the names of animals, trees, inventions, musical instruments, and
parts of the body:
The tiger is the largest cat.
My favorite tree is the oak.
The Wright brothers invented the airplane.
The oboe is a woodwind instrument.
Тhе heart pumps blood.
A definite article is used before expressions with an ordinal number. No article is used before
expressions with cardinal numbers: the first, the fourth chapter, the seventh volume; Part one, Chapter Four,
Volume Seven.
A definite article is used before decades and centuries: the 1930s, the 1800s, the fifties, the twentyfirst century.
A definite article is usually used before superlative forms of adjectives:the widest river, the most
important decision.
A definite article is used in quantity expressions in this pattern: quantifier + of + the + noun: many
of the textbooks, not much of the paper, some of the water, most of the students, all of the people, a few
of the photographs.
These expressions can also be used without the phrase of the: many textbooks, not much paper,
some water, most students, all people, a few photographs.
A definite article is used before the name of a group of people or a nationality. No article is used
before the name of a language: The Americans are proud of their ancestors, the Pioneers. She learned to
speak English when she lived in London.
A definite article is used when an adjective is used without a noun to mean "people who are…" Both
the young and the old will enjoy this movie. The poor have many problems.
A definite article is used before an uncountable noun or a plural noun when it is followed by a
modifier. No article is used when these nouns appear alone.
The rice that I bought today is in the bag.
Rice is a staple in many countries.
Trees provide shade.
The trees in this park are mostly evergreens.
A definite article is used before the name of a field of study followed by an of-phrase. If a field is
used alone, or is preceded by an adjective, no article is used: the European genetics of the twentieth
century – European genetics; the economics of Ukraine – Ukrainian economics.
Definite articles are used before the "formal" names of nations, states, and cities. (These usually contain ofphrases.) No articles are used before the common names of nations, states, and cities: the United States of America –
America; the Republic of Ukraine – Ukraine; the city of Simferopol – Simferopol.
Definite articles are used before most plural geographic names: the names of groups of lakes, mountains, and
islands. No article is used before the names of individual lakes, mountains, and islands: the Great Lakes but Lake Baikal;
the Crimean Mountains but Mount Chatyr Dag; the Marshall Islands but Bird Island.
There are three main types of errors involving articles:
Incorrect article choice
A/an is used in place of the, or the in place of a/an.
Angela Merkel was a first woman in the history of Germany to be elected Chancellor. In a phrase with an ordinal
number (such as first) the definite article the must be used.
It’s a wrong choice. In a phrase with the words right and wrong the definite article the must be used.
Incorrect omission or inclusion of articles
Sometimes an article is used when none is needed, or one is omitted when one is required.
EU management personnel consists of nationals of all member states who can rise to top of the EU infrastructure.
The definite article the should not be omitted from the phrase the top of.
The most non-native English speakers in Finland are beyond the A1 level.
Definite articles are used only before quantity expressions that contain of phrases. (Most non-native English
speakers or Most of the non-native English speakers are both correct in this sentence.)
Use of a definite article in place of a possessive pronoun
A definite article may be incorrectly used in place of a possessive word its, his, her, or their.
The Crimean Mountains are famous for the rugged beauty.
The should correctly be replaced with their because the sentence refers to the beauty belonging to the definite
mountains.
Find explanations for the use of no article, the indefinite article and the definite article in the following
sentences:
How is English for special purposes (ESP) different from English as a Second
Language (ESL), or general English?
The major difference between ESP and ESL lies in the learners and their purposes for learning English.
ESP students are adults who already have familiarity with English and are learning the language in order to
communicate a set of professional skills and to perform particular job-related functions. An ESP program is
therefore built on an assessment of purposes and needs and the functions for which English is required.
As a matter of fact, ESP is part of a shift from traditional concentration on teaching grammar and
language structures to an emphasis on language in context. ESP covers subjects ranging from accounting or
computer science to tourism and business management.
For students specializing in the English language and literature the field of professional activity covers all
kinds of transnational communication ranging from teaching ESL to interpreting or translation in international
tourism and business servicing. The ESP focus means that English is not taught as a subject divorced from the
students' future jobs; instead, it is integrated into a subject matter area important to the learners.
2. GRAMMAR WORKOUT WITH THE PLURAL OF COMBINATIONS “NUMBER +
MEASUREMENT WORD”
Some errors involve numbers + measurements: They went for a 6-mile walk. They walked 6 miles. In the
first sentence, the number + measurement is used as an adjective, and the measurement is singular. In the second,
the measurement is a noun, and is therefore plural.
Numbers like hundred, thousand, and million may be pluralized when they are used before the preposition
of:
Seven (many, a few, several) thousand acres but (many, a few, several) thousands of acres
five (many, a few, several) million dollars but (many, a few, several) millions of dollars
Example
The U.S. president serves a maximum of two four-years terms. Incorrect – When used before a noun, a number +
measurement is singular.
Thousand of antibiotics have been developed, but only about thirty are in common use today. Incorrect – The
plural form thousands should be used.
Some errors involve many + nouns: Many artists come here but Many an artist comes here.
3. GRAMMAR WORKOUT WITH VERBS
Tense and aspect forms
Most tense and aspect errors involve the Simple (Indefinite) Present Tense, the Simple Past Tense, and the
Present Perfect Tense.
The Simple Present Tense is a general-time tense. It usually indicates that a condition is always true or that an
action always occurs. It may also indicate that an action regularly occurs.
The Earth rotates round the Sun.
The atmosphere surrounds the Earth.
John often stays at this hotel.
Generally, the lectures of this professor are very interesting.
The Simple Past Tense indicates that an action took place at a specific time in the past.
They moved to Simferopol five years ago. This house was built in the 1990s. Dinosaurs lived millions of years
ago.
The Present Perfect Tense usually indicates that an action began at some time in the past and continues to
the present. It may also indicate that an action took place at an unspecified time in the past.
Mr. Brandon has worked for this company since 1990. Mary hasn't been to a doctor for a year. Nick has
recently returned from the US.
For a Ukrainian/Russian speaker it is often difficult to see the difference between the Simple (Indefinite) Tense
and the Progressive (Continuous) Tense. Compare the following sentences:
John often stays at this hotel (in general). John is staying at this hotel (now, this week, this summer).
John drives to his office (usually). John is driving to his office (now, today, in the immediate future).
If you want to state a fact you will say: The Earth rotates round the Sun. If you want to emphasize that it is an
everlasting process you will say: The Earth is permanently rotating round the Sun (with the adverbs always,
constantly, ever, permanently).
If you want to state a fact you will say: Jennifer is beautiful. If you want to sound humorous or critical about
much effort she takes at the moment to try and look beautiful you will say: Jennifer is being beautiful.
Common verbs that take verbal objects
Verbs used exclusively with Gerunds: admit, avoid, deny, enjoy, finish, justify, quit, recommend, suggest,
understand doing something.
Verbs used with infinitives: agree, allow, arrange, attempt, cause, choose, decide, enable, hope, instruct,
know (how), learn (how), permit, persuade, require, seem, teach (how), tell, use, warn to do something.
Infinitives are used with have, and bare infinitives are used with let and make:
I have to do my research paper by next Monday.
The professor won’t let us waste time on this experiment.
Necessity makes you look for options.
Gerunds, by their meaning, are verbal nouns and, as such, are generally used as subjects or objects of verbs
or as objects of prepositions. Infinitives can also be subjects and objects.
Playing (to play) cards is enjoyable, (gerund as subject of a verb).
He enjoys going to good restaurants, (gerund as object of a verb).
He avoids eating junk food, (gerund as object of a verb).
He passes the time by playing cards, (gerund as object of a preposition).
You can solve this problem by using a computer, (gerund as object of a preposition).
Note: All two- and three-word verb phrases that can be followed by verbals are used with gerunds, not
infinitives. This is true even when the verb phrase ends with the word to.
I am looking forward to visiting with you next summer.
I cannot agree to going to New Orleans.
My partner is opposed to our participating in this deal.
Problems with the verbals
Any of these verbals – gerund, or infinitive – may be incorrectly used when another one of them is required,
depending on the meaning. Take, for example, two sentences:
 I stopped to talk with my friend. The infinitive expresses purpose – I stopped because I wanted to
talk with my friend.
 I stopped talking with my friend. The gerund is an object – I stopped this action because I was
pressed for time and had to go.
Incorrect verb forms
Some of the verb errors are errors in form. Most verb form problems involve main verb forms: An -ing form
may be used in place of a past participle, a past participle in place of a past tense form, a simple form in place of an ing form, etc. Some involve irregular verbs that have different forms for the past tense and the past participle—took
and taken—for example. The following information may help you choose the correct form of the main verb.
The bare infinitive (without “to”) follows all modal verbs.
might be
can remember
should study
must know
could go
may follow
(Certain similar modal verbs and word combinations require infinitives with “to”.)
ought to attend
used to play
have to hurry
The past participle is used after a form of have in all perfect forms of the verb,
has done
had called
should have said
have run
will have read
could have made
The -ing form is used after a form of be in all progressive forms of the verb.
is sleeping
has been writing
should have been wearing
was working
had been painting
will be waiting
The past participle is used after a form of be in all passive forms of the verb.
is worn
has been shown
would have been lost
is being considered
had been promised
might have been canceled
were told
will have been missed
Verb form problems may also involve auxiliary verbs: has may be used in place of did, is in place of does, and
so on.
Problems involving subject-verb agreement.
Underline the form that correctly completes each sentence. Then circle the subject with which the underlined
verb agrees. The first one is done as an example:
The first bridge to be built with electric lights (was/were) the Brooklyn Bridge. .
Ethics (is/are) the study of moral duties, principles, and values
There (is/are) two types of calculus, differential and integral.
George Gershwin, together with his brother Ira, (was/were) the creator of the first musical comedy to win a
Pulitzer Prize.
In a chess game, the player with the white pieces always (moves/move) first.
The Earth and Pluto (is/are) the only two planets believed to have a single moon.
A number of special conditions (is/are) necessary for the formation of a geyser.
Each of the Ice Ages (was/were) more than a million years long.
The battery, along with the alternator and starter, (makes/make) up the electrical system of a car.
Teeth (is/are) covered with a hard substance called enamel.
The more-or-less rhythmic succession of economic booms and busts (is/are) referred to as the business cycle.
The number of protons in the nucleus of an atom (varies/vary) from element to element.
All trees, except for the tree fern, (is/are) seed-bearing plants.
Fifteen hundred dollars a year (was/were) the per capita income in the United States in 1950.
Everyone who (goes/go) into the woods should recognize common poisonous plants such as poison ivy and
poison oak.
Different forms of the same verb.
From the context of the sentence stem, you'll have to decide which form works best in the sentence. Used
alone, an infinitive, gerund, or participle cannot be a main verb.
The verb is active, but it should be passive, or it is passive but it should be active.
If the subject of the sentence performs an action, the verb must be in the active voice. If the subject of the
sentence receives the action, the verb must be in the passive.
 The architect designed the building, (active verb).
 The building was designed by the architect, (passive verb).
The verb does not agree with its subject. Singular subjects require singular verbs; plural subjects require
plural verbs.
The verb is not in the right tense. According to the time words or ideas in the sentence, the appropriate
tense must be used.
An unnecessary element comes before the verb. Personal pronouns {he, she, it), relative pronouns {who,
which, that, and so on), or conjunctions (and, but, and so on) may be used unnecessarily before verbs in some
sentences.
Example
Before the late eighteenth century, most textiles _____ at home.
(A) produced
(B) was produced
(C) producing
(D) were produced
Choice (D) is the best answer. (A) can be considered either an active verb in the past tense or a past participle;
both are incorrect. An active verb is incorrect because a passive verb is needed; a past participle is incorrect because a past
participle cannot serve as a main verb. (B) is incorrect because the plural subject textiles requires a plural verb, were. (C)
is incorrect because, by itself, an -ing form can never be a main verb.
Identify and correct errors involving verbs and verbals
As national education systems (create/are creating/are created/will create/have created) suitable employees,
transnational corporations (shift/are shifting/are shifted/will shift/have shifted) their research and development
centres to developing countries
The wind (are carried/carry/carries/is carried) pollen spores in Earth's upper atmosphere.
These problems may (to create/create/creating/ will create) an increase in human diseases.
They may also lead to (dwindle/dwindling/dwindled) supplies of food, (put/putting/to put) greater strains on
governments.
Humanity (destroy/ destroyed/is destroying) the natural systems upon which it (depending/depend/depends).
Improvements in medicine (propels/propel/has propelled) population growth by enabling people to live longer.
Economic development is the key to (slow/slowing/how to slow) down population growth.
The demographic transition has helped (reducing/reduce/to reduce) the growth of population. One of the
problems (to have/having/of having) an increasing world population is the difficulty (to feed/feeding/of feeding)
everyone.
Unfortunately, a rapidly expanding population can by itself (preventing/prevent/to prevent) a developing
nation from (improve/to improve/improving/improving of) its economy.
Loss of farmlands (are, were, is, was) a major cause of the decline in agricultural production. Usable farmland
(lost/is lost/will lost) for many reasons, but erosion and salinization (are, were, is, was) the major cause. Modern
agricultural techniques (do/make) it possible (producing/to produce/produce) the same amount of food (to use/
using/by using) the labor of fewer people.
3 percent (are, were, is, was) insignificant for population growth difference between advanced and poor
nations.
Errors with parallel structures
Structures that are often involved in parallelism are nouns, adjectives, verbs, prepositional phrases, gerunds,
and infinitives.
Some problems with parallelism are actually word form problems similar to previously discussed: As a young
man, George Washington liked boating, to hunt, and fishing. In general, errors involving parallelism are easy to
identify.
Identify and correct errors involving parallelism. If the underlined form is parallel to other forms in the
sentence, mark the sentence C (Correct). If the underlined form is not parallel, mark the sentence I (Incorrect), and
write a correction for the underlined form in the blank at the end of the sentence. A languaging perspective regards
boundaries between languages as (1) arbitrary and historically contingent, as the result of particular histories of (2)
standard and regulation. (3) Standardizing language means compartmentalization the free and unbounded
languaging of a particular geographical area and class of people as the language for that particular geographical
area and its people and freezing its evolution. (4) Standardizing language also means enregister particular linguistic
features as normative: selecting particular phonemes, morphemes, words, syntax, etc. as normal, as the norms for
the language while designating all variation to those norms as (5) sub-standard, dialect, or even deficit language.
3. GRAMMAR WORKOUT WITH PREPOSITIONS
Errors with prepositions are among the most difficult errors to catch. Preposition use in English is very
complex. For every rule, there seems to be an exception. There are many errors involving prepositions, and they are
more difficult to spot.
Prepositions are used in the following ways:
In adverbial phrases that show time, place, and other relationships: in the morning, on Central Avenue, to the
park, by a student
After certain nouns: a cause of, a reason for, a solution to.
After certain adjectives and participles: different from, aware of, disappointed in.
After certain verbs: combine with, rely on, refer to.
In phrasal prepositions (two- or three-word prepositions): according to, together with, instead of.
In certain set expressions: by far, by and large (in general), at large, on occasion, on and off, at last, to boot,
from now on, etc.
There are two main types of preposition errors that you may come across:
Errors in preposition choice
Such errors take place when the wrong preposition is used according to the context of the sentence.
Some of the rules for choosing the correct prepositions are given below, but you will never be able to
memorize all the rules for preposition use in English. The more you practice, though, the more you will develop a
"feel" for determining which preposition is correct in any given situation.
There are two particular situations involving preposition choice:
Errors with from (here) to (eternity) and between (Scylla) and (Charybdis).
Both these expressions are used to give the starting time/point and ending time/point. They can also be used
to show relationships of place and various other relationships. E.g.:
 He lived in Seattle from 1992 to 1997.
 He lived in Seattle between 1992 and 1997.
 Route 66 ran from Chicago to Los Angeles.
 Route 66 ran between Chicago and Los Angeles.
It will be a mistake to say: The highway runs between Simferopol to the port of Yalta, a distance of 60 miles.
The correct pattern is from…to.
Errors usually involve an incorrect pairing of those words, or the incorrect use of other prepositions. E.g.:
between A to В
from X and Y
between A with В
since X to Y
Errors with since, for, and in
Since is used before a point in time with the present perfect tense—but never with the past tense. For is used
before a period of time with the present perfect and other tenses. In is used before certain moments in time (years,
centuries, decades) with the past tense and other tenses—but never with the present perfect tense. E.g.:
 He's lived here since 1995.
 He's lived here for two years.
 He moved here in 1995.
Errors involve the use of one of these prepositions for another. E.g.:
He's lived here in 1995.
He's lived here since two years.
He moved here since 1995.
Corn was the population’s main item of food since at least 2,000 years.
Before a period of time (2,000 years) the preposition for should be used.
Errors with on
The pitch of a tuning fork depends of the size and shape of its arms.
The correct preposition after the verb depend is on, not of.
Incorrect inclusion or omission of prepositions
A preposition is often used when one is not needed, or not used when one is needed.
According many critics, Mark Twain's novel Huckleberry Finn is his greatest work and is
one of the greatest American novels ever written.
The preposition to has been omitted from the phrase according to.
Some of the most of spectacular caves are found in the Crimean mountains.
The preposition of should not be used in this phrase. (When most means "majority," it can be used in the
phrase most of the. "Most of the people agree...," for example. However, in this sentence, most is part of the
superlative form of the adjective spectacular, and so cannot be used with of.
Identify correct and incorrect preposition choice. Underline the prepositions that correctly complete the
sentences below.
Wage rates depend (in/on) part (from/on) the general prosperity (of/for) the economy.
(For/To) an injection to be effective (on/against) tetanus, it must be administered (by/within) 72 hours (of/for)
the injury.
The invention (of/for) the hand-cranked freezer opened the door (for/to) commercial ice-cream production,
and (for/since) then, the ice-cream industry has grown (in/into) a four-billion-dollar-a-year industry.
(At/On) the time (of/in) the Revolutionary War, the North American colonies were merely a long string
(with/of) settlements (along/among) the Atlantic Coast (between/from) Maine and Georgia.
The probability (of/for) two people (in/on) a group (of/for) ten people having birthdays (in/on) the same day
is about one (in/of) twenty.
Showboats were floating theaters that tied up (at/to) towns (in/on) the Ohio and Mississippi Rivers to bring
entertainment and culture (to/at) the people (on/in) the frontier.
Scrimshaw, the practice (of/for) carving ornate designs (in/on) ivory, was first practiced (by/of) sailors
working (by/with) sail needles while (in/on) long sea voyages.
Bird Island, (off/of) the coast (off/of) the Crimea, is famous (for/to) its flocks (of/with) wild geese.
(In/On) order (for/to) an object to be visible, light must travel (from/for) that object (at/to) a person's eves.
Identify and correct errors involving prepositions
Chemical pollutants produced by human activity are destroying the protective layer of ozone between Earth's
surface to upper atmosphere.
Ozone concentrations above the United States decreased by 5 to 6 per cent from 1990 and 2000.
Ultraviolet radiation causes a range of health problems – between skin cancer with blindness.
United Nations scientists reported ozone losses since 1991 to 2001 above temperate areas of Earth between
the tropics to the poles.
NASA scientists announce that levels of chlorine monoxide resulting from the breakdown of CFC's have
been at record levels since 10 years.
24 nations, including the United States, signed an agreement since September 1987 planning to limit the
production of CFC's.
They promised to limit the production of CFC's since at least 20 years.
This agreement has been validated in 1991.
Depending of their measurements a 40 per cent reduction in ozone concentrations over Antarctica took place
between the mid-1970's to 1984.
On March 1974, scientists first proposed about the idea that manufactured chemicals could threaten to the
ozone layer.
4. PREPOSITION USE IN STABLE WORD COMBINATIONS WITH ADJECTIVES AND
PARTICIPLES, NOUNS AND VERBS
It is important that you be familiar with the correct usage of prepositions and practice these prepositions in
sentences:
Adjectives/Participles + Prepositions (1)
acceptable to, accustomed to, adequate for, afraid of, aware of, based on, capable of, characteristic of, close
to, composed of, contrary to, dependent on, different from, disappointed in/with, eligible for equipped with equal to
essential to/for familiar with famous for.
Adjectives/Participles + Prepositions (2)
free of
next to
related to
independent of
opposed to
relevant to
inferior to
opposite of
satisfied with
married to
perfect for
suitable for
native to
possible for
surprised at/by
necessary for/to
preferable to
typical of
Opposite of is used for words or concepts that are completely different, such as "large" and "small." When
opposite means "across from," it is not used with of. "The bank is opposite the post office on Cedar Street."
Nouns + Prepositions
approach to
exception to
origin of
attention to
experience with
price of
because of
expert on
probability of
contribution to
form of
quality of
component of
group of
reason for
cure for
improvement in
reliance on
increase in
increase in
result of
demand for
influence on
solution to
effect of/on*
interest in
supply of
example of
native of
*effect + of + cause
effect + on + thing or person affected (The effect o/heat on rocks...)
Verbs + Prepositions
account for
compete with
insist on
adjust to
concentrate on
interfere with
agree with/on*
consist of
plan on
attach to
contribute to
participate in
attribute to
cooperate with
refer to
begin with
deal with
rely on
believe in
depend on
result in
belong to
devote to
search for
combine with
engage in
*agree with is used with people
agree on is used with an issue, plan, etc. (I agreed with Mary on that issue.)
Phrasal Prepositions
according to
due to
on account of
ahead of
except for
prior to
along with
in favor of
regardless of
because of
in spite of
thanks to
bу means of
instead of
together with
In, On, and At (1)
Expressions of time
+ century (in the eighteenth century) + decade (in the 1990s)
+ year (in 1975) in
+ season (in the summer)
+ month (in July)
+ parts of the day (in the morning, in the evening, in the afternoon)
+ days of the week (on Wednesday) + dates (on October 7)
+ time of day (at 6pm; at noon)
+ night
Expressions of place
+ continent (in Africa)
+ country (in Mexico)
+ state (in Pennsylvania)
+ city (in Los Angeles)
+ building (in the bank)
+ room (in the auditorium)
+ in the world
+ street (on Maxwell Street)
on + floor of a building (on the fourth floor)
+ on Earth
at + address (at 123 Commonwealth Avenue)
In, On, and At, (2)
The prepositions in, on, and at are also used in a number of set expressions:
in a book/magazine/newspaper
on a bus/train/etc.
at best/worst
in charge (o0
on fire
at first/last
in common (with)
on the other hand
at once
in danger (of)
on purpose
at the peak (of)
in detail
on radio/television
at present
in existence
on the whole
at the moment
in the front/middle/back
at birth
in general
at death
in practice
at random
in the past/future
in a row
in style
in theory
Other Prepositions
By is often used with forms of communication and transportation: by car, by plane, by phone, by express
mail (Note: if the noun is plural or is preceded by a determiner, the prepositions in or on must be used: in cars, on a
boat, on the telephone, in a taxi).
By is also used with gerunds to show how an action happened:
How did you get an appointment with the President? By calling his secretary.
With is used to indicate the idea of accompaniment or possession:
Melanie came to the party with her friend. He wanted a house with a garage.
Without indicates the opposite relationship:
Melanie came to the party without her friend. He bought a house without a garage.
With also indicates that an instrument was used to perform an action:
He opened the door with a key. Without indicates the opposite relationship:
He opened the door without a key.
By and for are also used in the following expressions:
by chance
for example
by far
for free
by hand
for now
For is sometimes used to show purpose; it means "to get."
She went to the store for toothpaste and shampoo.
5. GRAMMAR WORKOUT WITH CONJUNCTIONS
Missing conjunctions
Conjunctions are connecting words; they join parts of a sentence. Coordinate conjunctions are used to join
equal sentence parts: single words, phrases, and independent clauses. When two full clauses are joined, they are
usually separated by a comma. The coordinate conjunctions you will most often see are listed in below.
And (addition), or (choice, possibility), but (contrast), nor (opposition)
 Hereford cows are brown and white.
 He washed his car and cleaned up the garage.
 This plant can be grown in a house or in a garden. Her action was very brave or very foolish.
 Charlie brought his wallet but forgot his checkbook. The book discussed some interesting ideas but
it wasn't very well written.
 He's never taken a class in sociology, nor does he intend to. 1 didn't have breakfast nor lunch.
(The conjunction so is used to join only clauses—not single words or phrases.)
Conjunctive adverbs (moreover, therefore, however, nevertheless, and so on) are also used to join clauses: It
was a bright day, so she put on her sunglasses. (negation effect)
Correlative conjunctions are two-part conjunctions. Like coordinate conjunctions, they are used to join
clauses, phrases, and words:
Both…and, not only…but also (addition) Both wolves and coyotes are members of the dog family. Dominic
studied not only mathematics but also computer science.
Either…or (choice, possibility), neither…nor (negation) We need either a nail nor a screw to hang up this
picture. Neither the television nor the stereo had been turned off.
Errors with correlative conjunctions
Correlative conjunctions are two-part adjectives. Errors usually involve an incorrect combination of their
parts, such as neither ... or or not only . . . and. Anytime you see a sentence containing correlative conjunctions you
should be on the lookout for this type of error. This is an easy error to spot!
Another error is the use of both . . . and to join three elements. E.g.: The air that surrounds the plant is both
odorless, colorless, and invisible. Both…and can be used to join two elements. In this sentence the word both must
be eliminated.
Identify errors involving conjunctions. If the underlined form is correct, mark the sentence C. If the
underlined form is incorrect, mark the sentence I, and write a correction for the underlined form at the end of the
sentence.
 Model airplanes can be guided both by control wires or by radio transmitters.
 Information in a computer can be lost because it is no longer stored or because it is stored but cannot
be retrieved.
 Martin Luther was not only a religious leader and also a social reformer.
 Although fish can hear, they have neither external ears or eardrums.
 In all animals, whether simple and complex, enzymes aid in the digestion of food.
 The two most common methods florists use to tint flowers are the spray method or the absorption
method.
 Beekeepers can sell either the honey and the beeswax that their bees produce.
 The alloys brass and bronze both contain copper as their principle metals.
 The human brain is often compared to a computer, and such an analogy can be misleading.
 Rust both corrodes the surface of metal but also weakens its structure.
Choose the correct conjunction
Some people are smart in music, (and/or/but/nor) they are not so smart in mathematics, (and/or/but/nor) are
they smart in computer science.
Many people cannot fix their cars (however/or/so/nor) they have to ask car repair workers.
(However/ Or/So/Nor) car mechanics cannot teach languages, (however/or/so/nor) can they bake bread.
John can memorize everything in a book, (moreover/therefore/however/nevertheless) he can be a good
student. (But/ Or/So/Nor) he is not.
Everybody was exhausted after a day-long walking tour, (moreover/therefore/nor/nevertheless) no one
wanted to go to bed.
When you realize what you’re good at, you can figure out the best way to study,
(moreover/therefore/however/nevertheless) you can help others to study.
6. GRAMMAR WORKOUT WITH WORD CHOICE
Wrong word choice
Word choice errors involve the incorrect use of one word in place of another. The two words may have related
forms (other and another, for example) or they may be completely different (do and make, for example).
Descriptions of some of the most common word choice errors are given below:
Wrong choice of make or do
The verb to do is often used in place of to make, and to make in place of to do. In its basic sense, make means
to produce, to create, to construct, while to do means to perform, to act, to accomplish, these verbs are also used in a
number of set expressions:
Set expressions with Make:
make advances, make an attempt, make a comparison, make a contribution, make a decision, make a distinction,
make a forecast, make a law, make a point, be made of (= be composed of), make up (= compose), make an
investment, make a plan, make a prediction, make a profit, make a promise, make an offer, make a suggestion.
To make is also used in this pattern: make + someone +adjective (The gift made her happy.)
Common Expressions with Do:
do an assignment, do business with, do one's duty, do someone a favor, do a job (errand, chore) do research, do
one's work.
The auxiliary verb do is used rather than repeat main verbs: (My computer doesn't operate as fast as theirs
does.)
Wrong choice of like or alike and like or as
The word alike is incorrectly used in place of like, or like is used in place of alike. These words are used
correctly in the following patterns:
Like А, В ... Like birds, mammals are warm-blooded.
A, like B, ... Birds, like mammals, are warm-blooded.
A is like В ... Birds are like mammals in that they are both warm-blooded.
A and В are alike ... Birds and mammals are alike in that they are both warm-blooded.
The word like is also sometimes confused with the word as. When like is used in a comparison, it is followed
by a noun or pronoun. When as is used in a comparison, it is followed by a clause containing a subject and a verb.
I did my experiment just as Paul did. My results were much like Paul's.
The word as is also used before nouns when it means in place of or in the role of. This is particularly common
after certain verbs: serve, function, and use, among others.
The vice-president served as president when the president was sick
Wrong choice of other or another
Another means "one more, an additional one." It can be used as an adjective before a singular noun or alone
as a pronoun.
He needs another piece of paper.
I have one class in that building and another in the building across the quadrangle.
An understudy is an actor who can substitute for another actor in case of an emergency.
Other is used as an adjective before a plural noun. It is also used as an adjective before a singular noun when
preceded by a determiner such as the, some, any, one, no, etc. It can also be used alone as a pronoun when
preceded by a determiner.
There are other matters I'd like to discuss with you.
One of the books was a novel; the other was a collection of essays.
There's no other place I'd rather visit.
Wrong choice of because/because of, despite/inspite of or although, when/while or during
Certain expressions, such as because, are adverb clause markers and are used only before clauses, other
expressions, such as because of, are prepositions and are used before noun phrases or pronouns.
Adverb-clause Markers
Prepositions
(Used with clauses)
(Used with noun phrases)
because
because of
although
despite, in spite of
when, while
during
Because of migration to the suburbs, the population of many large American cities declined between 1950 and
1960.
Although most people consider the tomato a vegetable, botanists classify it as a fruit.
Wrong choice of much and many and similar expressions
Certain expressions can only be used in phrases with plural nouns (many, few, a few, fewer, the fewest,
number); others can be used in expressions with uncountable nouns (much, little, a little, less, the least, amount).
Pearls are found in many colors, including cream, blue, lavender, and black.
Even during economic booms, there is a small amount of unemployment.
Wrong choice of negative words
The answer choices for this type of item are negative expressions, such as the ones listed below:
no
(adjective)
not any
none
(pronoun)
not one
nothing (pronoun)
not anything
no one (pronoun)
not anyone
nor
(conjunction)
and . . . not
without (preposition)
not having
never
(adverb)
at no time
There was no milk in the refrigerator.
They took a lot of pictures, but almost none of them turned out.
There was nothing in his briefcase. No one arrived at the meeting on time.
He's never been fishing, nor does he plan to go.
She likes her coffee without milk or sugar.
I've never been to Alaska.
The negative word not is used to make almost any kind of word or phrase negative: verbs, prepositional
phrases, infinitives, adjectives, etc.
Both no and not can be used before nouns, depending on meaning:
There is no coffee in the pot. (It's empty.) This is not coffee. (It's tea.)
The adjective no is also used before the word longer to mean "not anymore": I no longer read the afternoon
paper.
Note: without + -ing is an adverbial modifier of cause; not + -ing is an adverbial modifier of condition:
You cannot write a good diploma paper without reading a lot of works in your field. (You won’t write ...
because you haven’t read ...)
You cannot write a good diploma paper not reading a lot of works in your field. (If you want to write ... you
will have to read ...)
Identify and correct errors involving the wrong word choice
If you are making a research in your field, you will have to do a contribution of an article to academic and
professional journals at some point.
To make a good job of a literature review for a paper you are writing, it is essential that you understand
what you are reading.
Your instructor may ask you to make another assignment or even ask you to write a critique of an
article.
Whatever the reason, do an attempt and find ways to render the content in your own words.
Research articles can be complex, especially to beginners, therefore if you have no experience reading or
writing this type of paper do a plan for utilizing a few simple tactics that can make this process much easier.
Choose the right word
Write down important points, (alike/like/as) terminology or concepts that you do not understand.
You look (alike/like/as) you have seen a ghost.
Did you read the entire article, (alike/like/as) you are supposed to have done?
The twins are so much (alike/like/as) that even their mother sometimes takes one for (other/another/the
other).
Who did I see coming back home? No (other/another/the other) than Little Dorrit.
It’s neither (either/neither/or/nor) expected (either/neither/or/nor) necessary to read every word of the text
(when/while/during) preparing to answer at the exam.
(Despite/In spite of/Although) the articles in these journals are written by the people who did the studies or
by experts who have studied a topic for decades, they are not always very informative.
You only have to read the best information about your subject (because/because of) primary sources are
considered the best place to gather academic research.
There wasn’t (many/much/none) useful information in this article.
Government websites (no/never/not/never) longer publish confidential information.
You cannot write a good literature review (without/never/not having) addressing these sources.
(Much/Many/A great amount) of information can be found in academic magazines.
Your teachers probably (not/no/never) mind if you used secondary sources in your research projects.
Now, though, they are (not/no/never) more acceptable.
You may use their lists of references to find (any amount of/much/many) names of the scholarly journals
that you should use for your research.
7. GRAMMAR WORKOUT WITH SENTENCE STRUCTURE
Identify and correct errors involving sentence structure
(There is only/Only you have/You have only/You only have) to read the best information.
These are the journals and books (what you expect/these you are expected/that you are expected/which expect
you) to use for academic research.
They (usual quotation/usually have been quoted/have usual quoting of/usually quote) the scholarly journals
or books that published the information originally.
You may use their lists of references (in finding scholarly journals name/for to find a scholarly journals
names/to find the names of the scholarly journals/for finding scholarly journal’s names) that you should use for
your research, but you don't have to use them at all.
(By choosing your school carefully/When choosing your school carefully/If you choose your school
carefully/Although you will choose your school carefully), though, you'll have an online library that gives students
free access to several databases.
Happily, most scholarly journals and popular magazines (can find/can have found/can be finding/can be
found) online.
You will be able to search articles and (have read abstracts for free/can read abstracts for free/read
abstracts for free/to be reading abstracts freely), but (without an affiliation with a university library/having not
affiliation with a university library/not to have affiliation with a university library/not to be affiliated with a
university library), you may have to pay to read the articles (what you choose to use/when you will choose to
use/you choose to use/you are using to choose) in your paper.
The horizontal dimension is of tremendous importance, (since/when/although/however) individual students
and staff (that/ which/what/because) do not get along, nor understand each other, are not able to maximize their
greatest potential for optimal excellence.
Here is (because/why/when/where) workshops on prejudice, cultural awareness, cross-cultural
communication and conflict resolution are most helpful.
However, if this is all (that/ which/what/because) is done such efforts will come to naught,
(because/why/for/since) the individual interactional dimension is only one dimension of change.
Schools have a specific purpose for existing, (very much to implement/to implement that/not much to
implement that/ to implement) their mission through whatever product or service they provide.
Clauses with there and it. Some clauses begin with the introductory words there or it rather than with the
subject of the sentence. These introductory words are sometimes called expletives.
The expletive there shows that someone or something exists, usually at a particular time or place, these
sentences generally follow the pattern there + verb to be + subject:
There are languages marginalised as regards the transmission of scientific results.
The expletive it is used in a number of different situations and patterns:
It is rarer for the less widely used languages to transmit scientific information, (with the verb to be + adjective
+ infinitive).
It takes a long time to learn a language, (with the verb to take + time phrase + infinitive).
It takes two to make a quarrel, (with the verb to take + numeral phrase + infinitive).
It is these journals that receive priority indexing in computerised files, i.e. in databases set up for the
collection and circulation of scientific information., (with the verb to be + noun + relative clause).
Incomplete adjective clauses
Adjective clauses – also called relative clauses – are a way of joining two sentences. In the joined sentence,
the adjective clause modifies (describes) a noun (called the head noun) in another clause of the sentence. It begins
with an adjective clause marker:
Example: I wanted the book. The book had already been checked out. The book that I wanted had already
been checked out.
The adjective clause in this example begins with the marker that and modifies the head noun book.
Adjective clause markers are relative pronouns such as who, that, or which or the relative adverbs when or where.
Examples:
A neurologist is a doctor who specializes in the nervous system.
This is the patient whom the doctor treated.
Mr. Collins is the man whose house I rented.
That is a topic which interests me. (which as subject)
That is the topic on which I will write, (which as object of preposition)
Art that is in public places can be enjoyed by everyone. (that as subject)
The painting that Ms. Wallace bought was very expensive. (that as object)
Here is the site where the bank plans to build its new headquarters.
This is the hour when the children usually go to bed.
Like all clauses, adjective clauses must have a subject and a verb. In some cases the adjective-clause marker
itself is the subject; in some cases, there is another subject.
Examples:
The painting was very expensive. Ms. Wallace bought it. The painting which Ms. Wallace bought was very
expensive.
The adjective-clause marker in the joined sentence replaces it, the object of the verb bought. In the joined
sentence, the adjective clause keeps the subject—Ms. Wallace—that it had in the original sentence.
This is a topic. It interests me. This is a topic that interests me.
The adjective-clause marker in the joined sentence replaces it, the subject of the second original sentence. In
the joined sentence, the marker itself is the subject of the adjective clause. Notice that the inclusion of the pronoun
it in the joined sentences above would be an error
Incorrect: The painting which Ms. Wallace bought it was very expensive. This is a topic which it interests
me. This type of mistake is sometimes seen in distractors.
When the markers which, that, and whom are used as objects in relative clauses, they can correctly be
omitted. Example: The painting Ms. Wallace bought is very expensive, (which is omitted).
The adjective-clause markers which and whom can also be used as objects of prepositions: Example: That is
the topic. I will write on it. That is the topic on which I will write.
You may also see sentences with adjective clauses used in this pattern: quantity word + of + relative clause.
Examples:
He met with two advisers. He had known both of them for years. He met with two advisers, both of whom he
had known for years.
I read a number of articles. Most of them were very useful. I read a number of articles, most of which were very
useful.
Any part of a relative clause can be missing from the stem, but most often, the marker and the subject (if there
is one) and the verb are missing. Any word or phrase from another clause—usually the head noun—may also be
missing from the stem.
Example:
Cable cars are moved by cables ______underground and are powered by a stationary engine.
(A)
they
run
(B)
that
they run
(C)
run
(D)
that
run
Choice (A) is incorrect because the pronoun they cannot be used to join two clauses. Choice (B) is not
appropriate because the subject they is not needed in the adjective clause; the marker that serves as the subject
of the clause. Choice (C) is incorrect because there is no marker to join the adjective clause to the main clause.
Identify and correct errors involving types of clauses
(By growing the body of literature/There is a growing body of literature/With a growing body of literature/It
is a growing body of literature), (having suggested/that suggests/by suggesting/to suggest) that languages (who
marginalize publications/ marginalizing/whose publications are marginalized/which publications are marginalized)
are negatively stereotyped and discriminated against.
Researchers asked undergraduate students to fill out questionnaires (describing English lingua franca/to
describe English lingua franca /that describes English lingua franca /for to describing English lingua franca), (that
is replacing German and French/who was replacing German and French/which was replacing German and
French/whom was replacing German and French) both in education and business.
Adverb clauses
An adverb clause consists of a connecting word, called an adverb clause marker (or subordinate
conjunction), and at least a subject and a verb. An adverb clause can precede the main clause or follow it. When the
adverb clause comes first, it is separated from the main clause by a comma.
Example:
The demand for economical cars increases when gasoline becomes more expensive.
When gasoline becomes more expensive, the demand for economical cars increases.
In this example, the adverb clause marker when joins the adverb clause to the main clause. The verb clause
contains a subject (gasoline) and a verb (becomes).
The following markers are commonly used:
Examples:
Time: Your heart rate increases when you exercise.
Time: Some people like to listen to music while they are studying.
Time: Some people arrived in taxis while others took the subway.
Time: One train was arriving as another was departing.
Time: We haven't seen Professor Hill since she returned from her trip.
Time: Don't put off going to the dentist until you have a problem.
Time: Once the dean arrives, the meeting can begin.
Time: Before he left the country, he bought some traveler's checks.
Time: She will give a short speech after she is presented with the award.
Cause: Because the speaker was sick, the program was canceled.
Opposition (contrary cause): Since credit cards are so convenient, many people use them.
Contrast: Although he earns a good salary, he never saves any money.
Contrast: Even though she was tired, she stayed up late.
Condition: If the automobile had not been invented, what would people use for basic transportation?
Condition: I won't go unless you do.
In structure items, any part of a full adverb clause – the marker, the subject, the verb, and so on – can be
missing from the stem.
Clause markers with ever: Words that end with -ever are sometimes used as adverb clause markers:
whoever, whatever, whenever, wherever, whichever, however. In some sentences, these words are actually nounclause markers.
Examples:
Put that box wherever you can find room for it.
They stay at that hotel whenever they're in Boston.
No matter how/ Whatever way/However you solve the problem, you'll get the same answer.
Reduced adverb clauses
When the subject of the main clause and the subject of the adverb clause are the same person or thing, the
adverb clause can be reduced (shortened). Reduced adverb clauses do not contain a main verb or a subject. They
consist of a marker and a participle (either a present or a past participle) or a marker and an adjective.
Examples:
When linguists are studying a minority language, they don't neglect its social functions, (full adverb clause).
When studying a minority language, linguists don't neglect its social functions, (reduced clause with present
participle).
Although it had been limited, the regional language was still operational, (full adverb clause).
Although limited, the regional language was still operational, (reduced clause with a past participle).
Although he was nervous, the lecturer gave a wonderful speech, (full adverb clause) Although nervous, the
lecturer gave a wonderful speech, (reduced clause with an adjective).
You will most often see reduced adverb clauses with the markers although, while, if, when, before, after, and
until. Reduced adverb clauses are NEVER used after because.
Identify and correct errors involving adverb clauses
(When human rights are the equal rights of everyone/Even though human rights are the equal rights of
everyone/If human rights are the equal rights of everyone/Because human rights are the equal rights of everyone), I
don’t think criminals and terrorists can be included.
No one has less or more rights (if the next person does/than the next person does/because the next person does/when
the next person does).
It’s not (when someone committed a crime/because someone committed a crime/though someone committed a
crime/if someone committed a crime) (who are allowed to take away/when we are allowed to take away/that we are
allowed to take away/which we are allowed to take away) his or her rights, to torture, to silence, to indoctrinate.
But all of the rights (to have/which all of us have/because of all of us have/when of all of us have) (though
limited/when limited/if limited/because limited) to some extent and in some circumstances belong to criminals as
well.
We have freedom of movement (although it does not/when does not/that it does not/if it does not) entail the right to
enter the private property (because it belongs/that belongs/if it who belongs/that belongs) to our neighbors.
So the fact (when criminals’ rights are limited/of criminals’ rights are limited/that criminals’ rights are limited/as
criminals’ rights are limited) does not set them apart from ordinary citizens.
It does not mean (whose human rights/which human rights/that human rights/more than human rights) are not equal
anymore.
Human rights are equal (as soon as they are/with the purpose that they are/because they are/if they are) the
unconditional property of us all.
We do not have to fulfil certain conditions – such as respect (because we must have for the law/though we must
have for the law/as we must have for the law/we must have for the law) – (wherever we have them/since that we
have them/in order that we have them/because we have them).
Incomplete noun clauses
Noun clauses are the third type of subordinate clause. They begin with noun-clause markers. Noun clauses
that are formed from statements begin with the noun-clause marker that. Noun clauses formed from yes/no questions
begin with the noun-clause markers whether or if. Those formed from information questions begin with wh- words:
what, where, when, and so on.
Examples:
Dr. Hopkins' office is in this building, (statement).
I'm sure that Dr. Hopkins' office is in this building.
Is Dr. Hopkins' office on this floor? (yes/no question).
I don't know if (whether) Dr. Hopkins' office is on this floor.
Where is Dr. Hopkins' office? (information question).
Please tell me where Dr. Hopkins' office is.
Notice that the word order in direct questions is not the same as it is in noun clauses. The noun clause
follows statement word order (subject + verb), not question word order (auxiliary + subject + main verb). Often one
of the distractors for noun-clause items will incorrectly follow question word order.
Examples:
I don't know what is her name, (incorrect use of question word order). I don't know what her name is,
(correct word order)
She called him to ask what time did his party start, (incorrect use of question word order). She called him to
ask what time his party started, (correct word order).
Noun clauses function exactly as nouns do: as subjects, as direct objects, or after the verb to be.
Examples:
When the meeting will be held has not been decided, (noun clause as subject).
The weather announcer said that there will be thunderstorms, (noun clause as direct object).
This is what you need, (noun clause after to be).
Notice that when the noun clause is the subject of a sentence the verb in the main clause does not have a
noun or pronoun subject.
In structure items, the noun-clause marker, along with any other part of the noun clause –subject, verb, and so
on – may be missing from the stem, or the whole noun clause may be missing.
Identify and correct errors involving noun clauses:
One basic question psycholinguists have tried to answer is (children acquire language/how do children
acquire language/that children acquire language/how children acquire language).
(Language policy in the European Union is/If language policy in the European Union is/When language
policy in the European Union is/That language policy in the European Union is) both ineffective and hypocritical,
doesn’t help to promote ideas of linguistic equality and multilingualism in Europe.
(Why has English become a lingua franca/Why English has become a lingua franca/If English has become a
lingua franca/By what causes has English become a lingua franca) is obvious and clear.
The traditionally superior position of French in Europe explains (what the French cannot accept in the
decline/that the French cannot accept the decline/how the French cannot accept the decline/whether the French
cannot accept the decline) of their own linguistic power.
(There is the politically-correct ideologies/It is the politically-correct ideologies/What are the politicallycorrect ideologies/The politically-correct ideologies) of some sociolinguists, (constantly fuel opposition against/that
constantly fuel opposition against/what if constantly fuel opposition against/because they constantly fuel opposition
against) the idea of English as a European lingua franca.
8. GRAMMAR WORKOUT WITH INCOPLETE PHRASES
Incomplete participial phrases
Participial phrases generally occur after nouns. They are actually reduced (shortened) relative clauses.
Present participles (which always end in -ing) are used to reduce adjective clauses that contain active verbs.
Example:
Scotland, which joined England in in 1603 became a part of the United Kingdom, (adjective clause with
active verb).
Scotland, joining England in 1603, became a British territory, (participial phrase with a present participle).
Past participles are used to reduce adjective clauses with passive verbs.
Example:
Oxford University, which was founded in 1096, is the oldest university in the English-speaking world (adjective
clause with a passive verb).
Oxford University, founded in 1096, is the oldest university in the English-speaking world (participial phrase
with a past participle).
Participial phrases can also come before the subject of a sentence.
Examples:
Joining England in 1603, Scotland became a British territory.
Founded in 1096, Oxford University is the oldest university in the English-speaking world.
Incomplete appositives
An appositive is a noun phrase that explains or rephrases another noun phrase. It usually comes after the
noun that it rephrases. It may also come before the subject of a sentence.
Example:
Yuri Nikulin, a famous actor and clown, operated his own Circus Show, (appositive following a noun).
A famous actor and clown, Yuri Nikulin operated his own Circus Show, (appositive before the subject).
Appositives are actually reduced adjective clauses that contain the verb to be. However, unlike adjective
clauses, they do not contain a marker or a verb.
Example:
Oak, which is one of the most durable hard woods, is often used to make furniture, (adjective clause).
Oak, one of the most durable hard woods, is often used to make furniture, (appositive).
Appositives are usually separated from the rest of the sentence by commas, but short appositives (usually
names) are not.
Example:
Economist Paul Samuelson won a Nobel Prize in 1970.
Incomplete/missing prepositional phrase
A prepositional phrase consists of a preposition (in, at, with, for, until, and so on) followed by a noun or a
pronoun, which is called the prepositional object. Prepositional phrases often describe time and location, among
others.
Examples:
In autumn maple leaves turn red.
Gaitshill is one of the most famous neighborhoods in Boston.
After that, there won't be any more problems.
The house was built by John's grandfather.
Prepositional phrases come at the beginning of sentences, but they may appear in other parts as well.
Remember, the preposition cannot correctly be the subject of a sentence, as in these examples:
In autumn is my favorite season.
Without a pencil is no way to come to a test.
Prepositional phrases with the same meaning as adverb clauses
There are also certain prepositions that have essentially the same meaning as adverb-clause markers but are
used before noun phrases or pronouns, not with clauses.
Examples:
He chose that university because of its fine reputation. (because/since it has fine reputation).
The accident was due to mechanical failure. (because/since there was mechanical falure).
Visibility is poor today on account of air pollution. (because/since there is air pollution).
He enjoys motorcycle riding in spite of the danger. (although/even though it is dangerous).
Despite its loss, the team is still in first place. (although/even though it has lost).
Her father lived in England during the war. (when/while there was the war).
Identify and correct errors involving incomplete phrases
(Despite powerful translators' lobbies fight/Fighting powerful translators' lobbies/Powerful translators'
lobbies are fighting/Powerful translators' lobbies fighting) in the name of the high ideal of linguistic equality, a
time-consuming, and expensive translation machinery is maintained (that is doing its best/it is doing its best/even
though it is doing its best/doing its best) to translate the illusion of equality into illusions of multilingualism.
The translations (what are produced in the world's largest translation bureau/produced in the world's largest
translation bureau/producing in the world's largest translation bureau/while produced in the world's largest
translation bureau) are taken as tokens for equality.
No one can tell (that the process of translation counts more/though the process of translation counts
more/why the process of translation counts more/why counts more the process of translation) than ability to read the
more reliable English and French originals.
(The supposed linguistic equality/Although the supposed linguistic equality/Because the supposed linguistic
equality/Linguistic equality as supposed) in the EU is a relative one: some languages are (clearly more equal than
others/clearly more equal before others/more clearly equal as others/more clearly than others equal).
Minority languages (to use inside the member states/inside the member states/are used inside the member
states/there are inside the member states) do not count at all.
(Though easily accessible for an Internet user/Although it is easily accessible for an Internet
user/Despite easily accessible for an Internet user/Even though it easily accessible for an Internet user) these
articles do not contain any valuable information.
No one knows what race the Incas were (because of/because that/it is because/because) no one of these
people has survived.
John Glenn, (he was the first American astronaut/who was the first American astronaut/the first American
astronaut/being the first American astronaut), became a national hero immediately after his flight.
9. GRAMMAR WORKOUT WITH WORD ORDER
Errors in word order
Most word order errors consist of two words in reverse order. Some of the most common examples of this type
of error are given below.
Examples:
Visitors to Vancouver often comment on how beautiful is its setting and on how clean. The correct word order is
subject + verb: how beautiful and clean its setting is.
A special type of word order problem involves inversions. This type of sentence uses question
word order even though the sentence is not a question. When are inversions used?
When the negative words listed below are placed at the beginning of a clause for emphasis. E.g.:
not only, not until, not once, at no time, by no means, nowhere
never, seldom, rarely scarcely, no sooner
Examples:
Not only do trees provide shade and beauty, but they also reduce carbon dioxide.
Not once was he on time.
Seldom have I heard such beautiful music.
Not only did the company lose profits, but it also had to lay off workers.
When the following expressions beginning with only occur at the beginning of a sentence (with
these expressions, the subject and verb in that clause are inverted):
only in (on, at, by, etc.), only once, only recently
Examples:
Only in an emergency should you use this exit.
Only recently did she return from abroad.
When the following expressions beginning with only occur at the beginning of a sentence (with these
expressions, the subject and verb of the second clause are inverted):
only if, only when, only because, only after, only until
Examples:
Only if you have a serious problem should you call Mr. Franklin at home.
Only when you are satisfied is the sale considered final.
When clauses beginning with the word so + an adjective or participle occur at the beginning of a sentence
Examples:
So rare is this coin that it belongs in a museum.
So confusing was the map that we had to ask a police officer for directions.
When clauses beginning with expressions of place or order occur at the beginning of a sentence (in these cases,
the subject and main verb are inverted since auxiliary verbs are not used as they would be in most questions)
Examples:
In front of the museum is a statue.
Off the coast of California lie the Channel Islands.
First came a police car, then came an ambulance.
Identify and correct errors involving word order
It is said that (from the Pacific the first refugees of climate change will come/the first refugees of climate
change from the Pacific will come/the first will come refugees of climate change from the Pacific/the first refugees
of climate change will come from the Pacific).
In the midst of this ocean's tropical regions (far away from/away so far from/from so far away/away from
so far) populated continents (small 50,000 islands are scattered/are scattered 50,000 small islands/50,000 small
islands are scattered/scattered are 50,000 small islands), 8,000 of them inhabited.
(Particularly vulnerable they are/Particularly vulnerable are they/They are particularly
vulnerable/Vulnerable they are particularly) to the impacts of global warming.
(With the objective of understanding the processes/To objectively understand the processes/Understanding
the processes with the objective of /Should they understand the processes objectively) of the use of English, as
mother tongue, second language and international language in Europe the linguists have modified Kachru’s
concentric circles framework of world English use (as the model suggested/as the model suggesting/like the model
suggested/as the suggested model) to take into account the various, dynamic roles of English in different European
countries.
(However democratic citizenship in Europe is to be internationally based/ Since democratic citizenship in
Europe is to be internationally based/ If democratic citizenship in Europe is to be internationally based/ Although
democratic citizenship in Europe is to be internationally based), it is crucial to ensure diversification in language
teaching so that citizens in Europe can interact in their own languages, rather than through English as a lingua
franca.
Items involving parallel structures
In certain structure items, the correct use of parallel structures is tested. Parallel structures have: the same
grammatical form and function. Look at the following sentences:
She spends her leisure time hiking, camping, and fishing.
He changed the oil, checked the tire pressure, and filled the tank with gas.
Nancy plans to either study sociology or major in sociolinguistics.
Nancy plans to study either medicine or biology.
All of the structures in italics are parallel. In the first, three gerunds are parallel; in the second, three main
verbs; in the third, two simple forms; and in the fourth, two nouns. Many other structures may be parallel in certain
sentences: adjectives, adverbs, infinitives, prepositional phrases, noun clauses, and others.
The most common situation in which parallel structures are required is in a sequence in the first two
sentences above. Parallel structures are also required with correlative conjunctions such as either...or, not only...but
also, both ...and, as well ...as.
Examples:
Yalta has not only a pleasant climate, (but also exciting scenery/ but also has exciting scenery/ but also
the scenery is exciting/but the scenery is also exciting), and many fascinating neighborhoods.
Until recently, most of the research on intercultural communication has focussed on native /non-native
speaker interaction (both in the context of immigration and minorities and/either in the context of immigration and
minorities or/not only in the context of immigration minorities but also) in intercultural politics and business.
10. GRAMMAR WORKOUT WITH SUBJECT/VERB AGREEMENT
Subject/verb agreement
There are some special rules about subject-verb agreement that you should be familiar with:
A sentence with two subjects joined by and takes a plural verb. E.g.:The chemistry lab and the physics lab
are . . .
Some words end in -s but are singular in form. Many of these words are the names of fields of study
{economics, physics, etc). News is another word of this kind. E.g.:
Economics is . . . The news was . . .
When a clause begins with the expletive there, the verb may be singular or plural, depending on the
grammatical subject.
Subjects with each and every take singular verbs. (This includes compound words like everyone and
everything.) E.g.:
Each state has . . .
Each of the representatives was . . .
Every person was . . .
Everyone wants . . .
The verb in relative clauses depends on the noun that the relative pronoun refers to. E.g.:
The house that was built . . .
The students who were selected . . .
The phrase the number of + plural noun takes a singular verb. The phrase a number of + plural noun takes a
plural verb. E.g.:
The number of trees is . . .
A number of important matters have . . .
Singular subjects used with phrases such as along with, accompanied by, together with, as well as, and in
addition to take singular verbs. E.g.:
The mayor, along with the city council, is . . .
Together with his friends, Mark has . . .
Quantities of time, money, distance, and so on usually take a singular verb. E.g.:
Five hundred dollars was . . .
Two years has . . .
Ten miles is . . .
Problems involving subject-verb agreement. Underline the form that correctly completes each sentence.
Then circle the subject with which the underlined verb agrees. The first one is done as an example.
The first bridge to be built with electric lights (was/were) the Brooklyn Bridge. .
Ethics (is/are) the study of moral duties, principles, and values.
There (is/are) two types of calculus, differential and integral.
George Gershwin, together with his brother Ira, (was/were) the creator of the first musical comedy to win a
Pulitzer Prize.
In a chess game, the player with the white pieces always (moves/move) first.
The Earth and Pluto (is/are) the only two planets believed to have a single moon.
A number of special conditions (is/are) necessary for the formation of a lingua franca.
Each of the Ice Ages (was/were) more than a million years long.
The national language, along with regional and minority languages, (makes/make) up the linguistic situation
in a country.
A lingua franca may be any natural or any artificial language which (is/are) used among speakers of different
mother tongues.
Sheep (is/are) covered with thick fur.
The more-or-less rhythmic succession of economic booms and busts (is/are) referred to as the business cycle.
The number of migrants in developed countries (depends/depend) on its economic conditions.
All trees, except for the tree fern, (is/are) seed-bearing plants.
Fifteen hundred dollars a year (was/were) the per capita income in the United States in 1950.
Everyone who (goes/go) into the woods should recognize common poisonous plants such as poison ivy and
poison oak.
Identify and correct errors involving subject-verb agreement
The experimental site, islands off Noumea in New Caledonia, (is remote from any human activity/are remote
from any human activity/remote from any human activity/both are remote from any human activity).
Contrary to the results of the experiment (fresh water prove to be intensively concentrated/fresh water proves
to be intensively concentrated/fresh waters are intensively concentrated/prove fresh water is to be intensively
concentrated) in the middle of the island rather than on its edges(that is the usual zones/which are the usual zones/it
are the usual zones/there are the usual zones) of sea water-freshwater interaction.
Complementary (analyses/analysis) derived from dialect study findings (have revealed/is revealed/are
revealed)the importance of on-site research.
The density of the vowel changes and the greater degree of consonant development
(is maximal in London suburbs area/are maximal in London suburbs area/it is maximal in London suburbs
area/they are maximal in London suburbs area).
On the area margins(the phenomenon is observed/are observed the phenomenon/there are the phenomenon/it is
the phenomenon), with mixture of phonetic variables.
A number of special conditions (is/are) necessary for the phonetic change sources to form.
There (is/are) two types of urban dialects in England.
Two years (is/are) a long time when you have to wait.
The number of trees in the National Park is not great.
Each of the students (is/are) to submit their papers.
No news (is/are) good news.
The President along with his advisers (is/are) expected to arrive in an hour.
Misplaced modifiers
A misplaced modifier is a participial phrase or other modifier that comes before the subject, but does NOT
refer to the subject. Look at this sentence:
Driving down the road, a herd of sheep suddenly crossed the road in front of Liza's car. (INCORRECT;)
This sentence is incorrect because it seems to say that a herd of sheep – rather than Liza – was driving down
the road. The participial phrase is misplaced. The sentence could be corrected as shown:
As Liza was driving down the road, a herd of sheep suddenly crossed the road in front of her. (CORRECT),
This sentence now correctly has Liza in the driver's seat instead of the sheep.
The following sentence structures are often misplaced.
Present participle.Walking along the beach, the ship was spotted by the men.
Correction: Walking along the beach, the men spotted the ship.
Past participle. Based on this study, the scientist could make several conclusions.
Correction: Based on this study, several conclusions could be made by the scientist.
Appositive. A resort city in Arkansas, the population of Hot Springs is about 35,000.
Correction: A resort city in Arkansas, Hot Springs has a population of about 35,000.
Reduced adjective clause. While peeling onions, his eyes began to water.
Correction: While he was peeling onions, his eyes began to water.
Adjective phrases. Warm and mild, everyone enjoys the climate of the Virgin Islands.
Correction: Everyone enjoys the warm, mild climate of the Virgin Islands.
Expressions with like or unlike. Like most cities, parking is a problem in San Francisco.
Correction: Like most cities, San Francisco has a parking problem
Structure items with misplaced modifiers are usually easy to spot. They generally consist of a modifying
element at the beginning of the sentence followed by a comma, with the rest or most of the rest of the sentence
missing. The answer choices tend to be long. To find the answer, you must decide what subject the modifier
correctly refers to.
Examples:
Using a device called a cloud chamber, ____________
(A) experimental proof for the atomic theory was found by Robert Millikin.
(B)
Rober
t Millikin's experimental proof for the atomic theory was found.
(C)
Rober
t Millikin found experimental proof for the atomic theory.
(D)
there
was experimental proof found for the atomic theory by Robert Millikin.
Choices (A) and (B) are incorrect because the modifier (Using a device called a cloud chamber) could not
logically refer to the subjects (experimental proof and Robert Millikin's experimental proof). (D) is incorrect because
a modifier can never properly refer to the introductory words there or it.
1. Fearing economic hardship, _____
(A) many Ukrainians emigrated to other countries in the 1990s.
(B) emigration from Ukraine to other countries took place in the 1990s.
(C) it was in the 1990s that many Ukrainians emigrated to other countries.
(D) an emigration took place in the 1990s from Ukraine to other countries.
2. Rich and distinctive in flavor, ____
(A)
there is in the United States a very important nut crop, the pecan.
(B)
the most important nut crop in the United States, the pecan.
(C)
farmers in the United States raise pecans, a very important nut crop.
(D)
pecans are the most important nut crop in the United States.
3.____________ orbiting from 2.7 to 3.6 billion miles from the sun.
(A) The astronomer Clyde Tombaugh discovered Pluto in 1930
(B) Pluto was discovered by the astronomer Clyde Tombaugh in 1930
(C) It was in 1930 that the astronomer Clyde Tombaugh discovered Pluto
(D) The discovery of Pluto was made by Clyde Tombaugh in 1930
4.
A popular instrument,____.
(A)
only a limited role has been available to the accordion in classical music.
(B)
there is only a limited role for the accordion in popular music.
(C)
classical music provides only a limited role for the accordion.
(D)
the
accordion has played only a limited role in classical music.
Missing or incomplete comparisons
Many sentences contain comparisons, some of these involve the comparative forms of adjectives.
Examples:
Sea bass__________ freshwater bass.
(A)
are
larger than (correct)
(B)
are
larger the
(C)
are as
large
(D) are larger
On the average, the Pacific Ocean is deeper than the Atlantic.
Rhonda is a more experienced performer than Theresa.
This show is less interesting than the one we watched last night.
Be sure that the sentence compares similar things or concepts.
The ears of African elephants are bigger than Indian elephants. (INCORRECT) The ears of African elephants
are bigger than those of Indian elephants. (CORRECT)
The first sentence above is incorrect because it compares two dissimilar things: an African elephant's ears and
an Indian elephant. In the second, the word those refers to ears, so the comparison is between similar things.
Another type of comparison involves the phrase as...as; not so…as.
Examples:
The lab lasted as long as the class did.
There weren't as many people at the meeting as I had thought there would be.
Wild strawberries are ___________as cultivated strawberries.
(A)
not so sweet (correct)
(B)
not as sweet
(C)
less sweeter
(D)
not as sweeter
The words like/alike and unlike/not alike can also be used to express comparison:
Like A, B, …; A, like B, …; A is like B; A and В are alike.
Unlike X, Y, …; X, unlike Y…;. X is unlike Y; X and Y are not alike
Other phrases can be used in making comparisons:
A is the same as В; A and В are the same; A is similar to В.
X is different from Y; X and Y are different; X differs from Y.
A special kind of comparison is called a proportional statement. A proportional statement follows this
pattern: The more A.., the more B.
Example:
The higher the humidity, the more uncomfortable people feel.
Identify and correct errors involving misplaced modifiers
__________air pollution is a big problem in Simferopol.
(A) Like in most Russian cities
(B) Like most Russian cities
(C) Alike most Russian cities
(D) As most Russian cities
__________, everyone wants to be friends with John.
(A) Kind and cooperative
(B) As he is kind and cooperative
(C) Being kind and cooperative
(D)Also kind and cooperative
__________for his exam his computer broke.
(A) While sitting
(B) While he was sitting
(C) On sitting
(D) He was sitting
__________is constantly growing.
(A) The center of the Crimea, the population of Simferopol
(B) In Simferopol, the center of the Crimea, the population
(C) The center of the Crimea, Simferopol, the population
(D) Simferopol, the center of the Crimea, the population
_________he decided to drop his research.
(A) Resulting in a failure
(B) Resulting in a failure of his research
(C) As his research resulted in a failure
(D) Because a failure
__________a car accident happened.
(A) Walking down the street
(B) When I was walking down the street
(C) I was walking down the street
(D) Walked down the street
__________can help assess the prerequisites for a new urban dialect.
(A) Mapping the sociophonetic variables this analysis
(B) This analysis of mapping the sociophonetic variables
(C) Mapping this analysis of the sociophonetic variables
(D) When mapping the sociophonetic variables this analysis
(Based on the hypothesis/Basing on the hypothesis/It is based on the hypothesis/There is based on the
hypothesis) that family enterprises aim at humane objectives (to a greater extent/on a greater extent/with a greater
extent/at a greater extent) and at financial objectives (to a lesser extent/on a lesser extent/with a lesser extent/at a
lesser extent) than non-family enterprises (the results of an empirical study for the region Upper-Austria are
presented/are presented the PDFresults of an empirical study for the region Upper-Austria/an empirical study for
the region Upper-Austria results are presented/the results are presented of an empirical study for the region UpperAustria).
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