Cross-Cultural Issues in Online Learning P. Clint Rogers, University of Joensuu, Finland Minjuan Wang, San Diego State University Short Article for the Encyclopedia of Distance and Online Learning Introduction The rapid pace of technological change and development in the world has given those working in the field of online and distance education great opportunities to extend the reach of what they create across national boarders and cultural boundaries (Albritton, 2006; Rogers, 2006). Examples of educational initiatives that aim globally include projects such as MIT’s OpenCourseWare project (ocw.mit.edu); corporate initiatives like Cisco, already delivering academic curriculum to hundreds of thousands of students in 150 countries (Dennis, Bichelmeyer, Henry, Cakir, Korkmaz, Watson, Bunnage, 2005); and even private universities such as Global University, based in Springfield Missouri, offering courses to students in over a hundred different countries and languages (Rogers and Howell, 2005). And the size and scope of cross-cultural online learning is growing. Challenges associated with any cross-cultural interaction, such as the misunderstandings that arise from the assumptions we unknowingly make (Hall, 1976), also influences teaching and learning. Dewey (1916) observed almost a century ago that deep and sustainable learning is dependent on the relevance of the curriculum to one’s lifesituation. Relevance itself is individually interpreted and culturally influenced. Berger and Luckmann (1966) clearly point to the fact that relevance is relative to cultural context saying that “questions of ‘reality’ and ‘knowledge’ [are] thus initially justified by the fact of their social relativity. What is ‘real’ to a Tibetan monk may not be ‘real’ to an American businessman. The ‘knowledge’ of the criminal differs from the ‘knowledge’ of the criminologist” (p. 2). In addition, learners’ cultural attributes affects how they perceive an online learning setting and how they present themselves online, cognitively, socially, and emotively (Wang & Kang, 2006; Wang, 2007). Therefore, it is essential that cross-cultural issues in online learning be more critically examined (Rogers, Graham, & Mayes, 2007). With the increasing global outreach of online programs and courses, there is a great need to design and deliver online learning that can be engaging to a culturally diverse audience. This short article will outline what difficulties exist in understanding culture and developing cultural competence, explain why culture matters in education, and give an overview of the existing questions and concerns regarding culture in the arena of online learning. Culture and Cultural Competence Definitions of culture vary (Hofstede, 2001; Trompenaars & Hampden-Turner, 1998), but the essence of them is that culture provides a framework for shared expectations and values, identifying accepted ways which people live and operate in a shared context with others. There are larger national cultures and smaller sub-cultures. The variety of cultures 1 and sub-cultural groups we participate in (e.g. gender, age, religion, socio-demographic status, etc), combined with the choices we make, contribute to making each of us unique (Arredondo, et. al., 1996). Bruner (1996) has eloquently captured this dynamic between the individual and culture, nature and nurture, in his assertion that “Nothing is ‘culture free,’ but neither are individuals simply mirrors of their culture” (p. 14). One of the first great challenges in cross-cultural interactions, also evident in online learning, is that many of our expectations are implicit, below our level of consciousness and invisible to us. It is usually only when we are in direct contact with another way of doing things, and when that way of doing things does not meet our implicit expectations that we can begin to unravel what our original expectations were and how they might differ from alternative ways of knowing and being. For an example, Spindler (1963) argues that there is a normative national American culture which might be invisible to most Americans because they assume everyone in the world shares the same assumptions. He argued that the traditional values that make up the core of the Anglo-American pattern encompass the following five characteristics: (1) a Puritan morality, particularly regarding the establishment of a family and sexual fidelity of spouses, (2) a belief that hard work will lead to success, (3) a premium placed on individualism, (4) an orientation of one’s efforts towards socially and financially rewarding achievements, and (5) a future-time orientation--that is, seeing one’s present activities and situations in terms of their future yield, almost as if the present were an ongoing investment in the future (pp. 134-136). It is in deep and meaningful interactions with others that Americans begin to realize not all hold the same initial assumptions. Many of the world’s people have socialpsychological characteristics that tend to differ from these to one degree or another. Nisbett (2003) categorizes societies as relatively independent and relatively interdependent, which are different in the following four dimensions: 1. Insistence on freedom of individual action vs. a preference for collective action 2. Desire for individual distinctiveness vs. preference for blending harmoniously with the group 3. A preference for egalitarianism and achieved status vs. acceptance of hierarchy and ascribed status 4. A belief that the rules governing proper behavior should be universal vs. a preference for particularistic approaches that take into account the context and the nature of the relationship involved (p. 61-62). Hofstede (2001) dissected national cultures along five different dimensions: Power Distance Index (PDI), Individualism (IDV), Masculinity (MAS), Uncertainty Avoidance (UAI), and Long Term Orientation (LTO). Rapaille (2006) traced differences in national cultural patterns to various perceived early survival needs in their respective societies. Following the recognition of cultural differences, the next great challenge is to avoid the ethnocentrism of automatically assuming that your particular way of doing things is better (Bennett, 1993), while at the same time not becoming too relativistic (i.e. thinking all approaches to truth are equal and should never be questioned). Another common 2 tendency is to make overgeneralizations and stereotypes (for instance, using Hofstede’s national level dimensions on an individual level) that do not take into account subcultures and individual distinctiveness. Culturally sensitive people acknowledge how much cultures (as well as individuals) can change and evolve over time. In other words, it is a challenge to “learn to address cultural differences without either minimizing them or stereotyping people” (Wenger, McDermott, & Snyder, 2002, p. 119). Overcoming these challenges is a process often described as developing cultural (or intercultural) competence. Unfortunately, this process takes much longer than most people expect. Bennett (1993), for instance, identified six stages people go through in developing this competence (Denial, Defensiveness, Minimization, Acceptance, Adaptation, and Integration). Some of the process individuals experience in developing cultural competence has also been visible in the evolving literature on cultural issues in the online learning context as a whole (progressing through and hopefully past ignorance, ethnocentrism, and stereotyping). To assist in the learning process, Tyler (1975) identified five questions that are vital to intercultural communication. 1. What message, or experience, do you – or he/she/they – want to communicate or receive? 2. How important or relevant is the message or experience – to you and the “other” person(s)? 3. What conditions, customs, concerns, attitudes, and/or values (yours and theirs) hinder or help communication of the message or experience? 4. What specific interpersonal or media communication methods, or patterns, succeed most and succeed least? Why? 5. How do you and they determine message effectiveness and the possible need for further communication experience? In other words, developing cultural competence is about identifying what “differences really make a difference?” and what “similarities really are significant?” (Tyler, 1975). Culture and Learning Teaching is, by its very nature, a profoundly cultural act. There is no such thing as “culture-free” teaching or learning. Not only is education central to most societies; cultural norms are central to how teaching and learning are practiced and what is seen as appropriate material for students to learn. Culture and education are inextricably related-so much so, in fact, that, in a sense, they “define” each other. As Pai and Adler (2001) declare: The processes of teaching and learning are influenced by the core values, beliefs, and attitudes, as well as the predominant cognitive and communication styles and linguistic patterns, of a culture. Further, the educative process, whether formal or informal, is equally affected by the socioeconomic status of the learner, peer pressures, the nature of the relationship between dominant and minority groups, and the impact of technology on the society. Regardless of how education is 3 defined, from a cultural perspective it can be viewed as the deliberate means by which each society attempts to transmit and perpetuate its notion of the good life, which is derived from the society’s fundamental beliefs concerning the nature of the world, knowledge, and values. These beliefs vary from society to society and culture to culture. (p. 4) Although the socio-cultural influence on mental development was discussed extensively by Vygotsky in the 1920s-1930s, and recognized by Dewey in the 1930s, other subsequent movements (behaviorism, cognitivism, etc.) seemed to give less emphasis to these matters, until recently with the reemergence of socio-cultural theories of learning (e.g. Brown, Collins, & Duguid, 1989; Lave & Wenger, 1991; Siemens, 2004). Mayes, Cutri, Rogers, and Montero (2007) describe how in the last few decades, Heath and Gauvain have contributed significantly to our understanding of the impact of culture on teaching and learning. Heath (1983) examined the psychosocial development of three groups of children from birth to elementary school--lower Socio-Economic Status (SES) African American children, lower SES Caucasian children, and middle-SES children from both Caucasian and African American families. She concluded that, even before they first walked through the doors of a school to begin their formal education, each group of children had learned very different things about patterns of self-assertion and obedience, the nature and value of printed words, rules of conversation, story-telling conventions, and, of course, how to express themselves in spoken English. What Heath discovered was that the middle-class children, black and white, were primed for academic success (the kinds of ‘knowledge’ taught in schools) whereas the lower-class children, black and white, were not. Since classrooms are embedded in a society whose norms they reflect, students from cultures other than the dominant one(s) may be more or less primed for academic success in Western society, depending upon the degree of “cultural continuity” between their culture and that of the educational institution (Erickson & Mohatt, 1982; Gee, Michaels, & O’Connor, 1992; Hewitt, 1984; Woods, 1992). Gauvain (1995) identified three ways in which a society impresses upon the developing child what teaching and learning “mean”: (1) any teaching and learning situation rests upon a foundation--sometimes only implied, sometimes made explicitly clear--about what kinds of goals and activities a culture values; (2), the culture provides the teacher and learner with tools and materials to meet the goals and support those values; and (3), there exist “high-level cultural structures” (e.g., scripts, routines, and rituals) that are considered appropriate and useful to implement the goals and values in socially harmonious and reinforcing ways. These three subsystems, Gauvain asserts, both assist and constrain the cognitive development of the student, show her what it “means” to teach and learn, and channel her thinking in ways appropriate to and supportive of her culture. Gauvain (2001) has also shown how culture-specific messages shape the developing child as she: 1) learns “problem solving skills” (strategies to use and the knowledge-base to develop in order to recognize and approach and negotiate a problem); 2) constructs “memory” (which entails absorbing values represented as memories of “exemplary situations” as well as learning specific strategies for remembering); and 3) learns the rules for “planning” (learning how to coordinate one’s own actions in order to reach goals as well as the rules for how to coordinate plans with the plans of others). 4 When learners from cultures aligned with the teacher’s normative culture are more successful it does not necessarily mean that they are brighter than other learners. It simply means that they are better prepared for that situation with a cultural worldview is more consistent with the worldview of the teacher and school than is the cultural worldview of learners from minority cultures. This issue is the same, only perhaps magnified in some ways, in the online context. Culture in Online Learning Articles about culture in online learning frequently cite Henderson’s (1996) exploration on how instructional design is culturally constructed, embedded with values, ideologies, and images of a particular cultural group. When speaking about online instruction, Spronk (2004) also recognized that “many features of the academic culture familiar to most learners whose first language is English may strike learners from other linguistic and cultural traditions as alien” (p. 172). Examples of issues of concern include: Educational values: both the value placed on education itself, as well as the role, purpose, and methods of education (Bentley et al., 2005; Rogers, in press), Reasoning patterns: reflected in things like writing structures and problem analysis. Western societies put a premium on linear logic, contrary to the traditions of other cultural traditions that foster lateral or spiral reasoning patterns (Bentley et al., 2005; Joo, 1999; Rogers et al., 2007; Spronk, 2004), Ways of knowing: differences exist in levels of objectivity. Western society also tends to favor an analytical approach that emphasizes dividing reality into its component parts, rather than more synthetic approaches that emphasize the whole over the parts (Rogers et al., 2007; Spronk, 2004), Ways of communicating: these ways are reflected in relationships between teachers and learners, and related expectations from each. This includes the level of debate, discussion, and original thinking that is encouraged along with the ways in which thoughts are expressed. Westerners tend to prefer an expository, declarative, and deductive rhetorical style, as opposed to the tentative inductive approach, and in assessments of knowledge usually privilege the written over the spoken word (Bentley et al., 2005; Joo, 1999; Rogers et al., 2007; Spronk, 2004), General context and content: clearly not all cultures share the same implicit impressions regarding certain icons, colors, symbols, history, religion, politics (Joo, 1999; Rogers et al., 2007), Technological concerns: assumptions regarding technological access, familiarity and design should always be checked when working internationally (Bentley et al., 2005; Joo, 1999; Rogers et al., 2007), Language impact: language and culture are interrelated. Significant differences in culture and learning arise to phonology, syntax, lexicon, semantics, and pragmatics (Bentley et al., 2005; Joo, 1999; Rogers et al., 2007). And when the language of instruction is a second language for the learner (e.g. English), ideas that become critically important include Cummins’ (1995) distinction between Basic Interpersonal Communication Skills (BICS) and Cognitive Academic Language Proficiency Skills (CALPS) as well as Krashen’s (2003) Affective Filter 5 Hypothesis – the idea that emotional factors such as motivation, self-confidence, and anxiety affect the process of working in a second language. These issues have impact on everything from the perceived credibility of online instruction, to the impact and relevance it will have in the life of the intended learners. It is wise to critically examine and question the Western influence on the culture of academia and especially the assumptions about online users. Over the years, a growing number of authors have researched and written on one or more aspects of the issues of culture in online learning (Albritton, 2006; Bentley, Tinney and Chia, 2005; Chen & Mashhadi, 1998, Chen, Mashhadi, Ang, & Harkrider, 1999; Collis, 1999; Kawachi, 2000; Looi, 2003; Mayor & Swann, 2002; McLoughlin, 1999; McLoughlin & Oliver, 2000; Monajemi, 2003; Robinson, 1999; Tylee, n.d.; Wang, 2007). These additional publications have focused on things as varied as culturally influenced differences in answering questions on tests (Albritton, 2006), differences in perceptions of online courses between students form high-context vs. low-context societies (Morse, 2003), impact of collectivity vs. individualism orientation in online learning (Clem, 2005), use of the power distance index in understanding learner perceptions of course components (Wang, 2007), the experience of instructional designers in working on cross-cultural online instruction (Rogers, 2006), and specific case studies in creating culturally sensitive online instruction (McLoughlin & Oliver, 2000; Tinney, 2007). McFayden, Roche, Doff, Reeder, and Chase (2004) observed four main research orientations regarding the literature about culture and education online: (1) interactions online involving culturally-diverse adult learners, (2) accessibility of the Internet for different groups, (3) assessment criteria used in online courses, and (4) designing virtual learning environments to accommodate learners from many cultures. Additionally, a couple of articles have synthesized existing suggestions to teachers, students, and instructional designers involved in cross-cultural online education (Bentley et al., 2005; Wang & Reeves, 2007). Several models have been suggested that could assist those creating online instruction, each illuminating important considerations. In addition to encouraging an iterative approach to the traditional ADDIE (Analyze, Design, Develop, Implement, and Evaluate) instructional design model which others had proposed, Thomas, Mitchell and Joseph (2002) further suggested adding a cultural dimension. This cultural dimension would have three aspects: intention, interaction, and introspection. The intentional attribute of learning would encourage the designer to consider and make their cultural bias explicit. The interaction parameter would involve the collaboration of designer, subject matter expert (SME), and end user throughout the model phases to facilitate the melding of culture into the end product. Finally, introspection on the part of designer ensures that he or she is considering his or her own thoughts, beliefs, attitudes, desires, and feelings toward the cultures represented in the instruction. Based on the original work of Marinetti and Dunn (2002), Edmundson (2007) proposed the Cultural Adaptation Process (CAP) model, which ideally helps to categorize course 6 complexity and culturally adapt materials for particular learner groups based on the type of content, instructional methods, and media used. In their study of instructional designers Rogers, Graham, and Mayes (2007) identified three main barriers facing those who wish to create culturally-sensitive online instruction: (1) there is a general over focus on content development with little to no consideration of context, (2) there is a relative lack of evaluation in real-world practice, and (3) often those who are creating the instruction are in a role where they are mainly given predetermined tasks to accomplish without the freedom, resources, or flexibility required for culturally sensitive design and development. In response, Rogers and his colleagues proposed a bridge-building model which includes: (1) engaging in a deeper learnercentred needs analysis, to ensure value and identify gaps where additional scaffolding is needed; (2) allowing for more flexibility in the design process; (3) investing more thought and time to separating deeper principles from particular application, and (4) educating other stakeholders (e.g. the client and subject matter expert) so they are also invested in adaptations based on cultural considerations. Henderson’s (1996, 2007) “multiple cultures model” emphasizes the importance in sustainable learning outcomes of including elements from both the learner’s own culture and those from the emerging global academic or training culture (from industry, government, or higher educational institutions). By including the epistemologies of global, national, and minority cultures, Henderson argues that e-learners are invited to understand and more critically query both their own and the dominant epistemologies: how and why they were constructed, in what ways they influence identity and value certain ways of knowing, and how various epistemologies reveal themselves differently in mathematical, medical, technical, or social theories and solutions. With each of these models, it is clear that “culture itself cannot be objectified as just another factor to be programmed into designing a distance learning course” (Chen & Mashhadi, 1998, p.10), but rather that “culture is so much a part of the construction of knowledge that it must underpin not only the analysis phase but all phases of the design process” (Thomas, Mitchell & Joseph, 2002, p. 41). Yet, a recurring observation of the literature is that currently there is still a relative lack of research in this area (Gunawardena, Wilson, & Nolla, 2003; Wang & Reeves, 2007). Thanks to the efforts of Charles Ess and Fay Sudweeks, however, an entire bi-annual conference has been devoted to these issues (Cultural Attitudes toward Technology and Communications, CATAC). This is in addition to the focus on international issues in other conferences, where this topic naturally arises. With the foundation that has been laid through research publications and conferences, in combination with an increase in interest, the authors predict a growing community of researchers interested in this area in future years. Recommendations for Future Research What will be the focus of future research? A summary of recommendations made by a few of the leading researchers follows. 7 Gunawardena, Wilson, and Nolla (2003) noted that many of the studies they reviewed provide guidelines based on personal experience and intuition, and not as many that were research-based. Wang and Reeves (2007) also point out the need for a more sound and comprehensive theoretical foundation connecting research on cultural dimensions with practical design decisions in online learning environments. Rogers, Graham, and Mayes (2007) recommended several questions for future research. These, along with a few additional pertinent questions, include: • How can cultural differences in learners be better understood and accommodated for, and how can we better measure where learners stand in relation to each of the key cultural variables? • What changes in models, methods, and pedagogies are needed to facilitate more sensitivity and responsiveness to cultural differences, and help overcome the barriers mentioned? • How do perceptions differ for students residing in foreign “host” countries vs. those taking online courses from their native country? • What is the process by which learners change and adapt to instructional techniques and approaches that are foreign to them—and how can we help to bridge the gaps more effectively? • What is the influence of Western culture on limitations in the field of Instructional Design and Technology (IDT) as a whole? How should the education of those creating online learning be changed? • What is the best way to approach the restructuring of organizations and reenvisioning of the role of instructional designers in order to be more culturally responsive and helpful? • Are there indeed universal principles for instructional design (which can be separated from their particular application)? If so, what exactly are all these principles, and how can they best be tested and utilized? • How can “smart” adaptive interfaces be used to responsively customize online learning for people of varied cultural backgrounds? • How do online learning platforms and online learning communities get structured in a way to better understand and respond to cultural diversity and even gain from it? There are certainly a host of challenges inherent in cross-cultural research (e.g. finding equivalent samples for comparison in quantitative studies, confounds due to unrelated variables, finding construct equivalence when even concepts such as “conflict” have different meanings in different cultures, appropriate translations, etc). For this reason, Gunawardena, Wilson, and Nolla, (2003) recommend that new researchers read the review and critique of methodology for studying culture by Bhawuk and Triandis (1996). This review suggests subjective cultural studies that maximize both emic (the native’s perspective) and etic (the researcher’s perspective) views, a multiple method approach including interpretive and critical approaches to the study of cultural phenomena over logical empiricist approaches, and that cross-cultural studies be carried out by a team of researchers representing the various cultures being studies who can jointly determine research strategy, methods, and materials that would be most culturally appropriate and 8 enlightening. Wang and Reeves (2007) further note the lack of “thick description,” which helps form profound narratives that help make the cultural context more concrete for both researchers and practitioners. All these recommendations will ideally help research move beyond simple stereotyping and help practice move beyond claims of e-colonialization, contributing to sound understanding and culturally responsive application. And, undoubtedly, the questions and research will continue to evolve as developments proceed in the technology available (e.g. so called “Web 2.0” and “Web 3.0” tools and interactive platforms), as well as alterations in the overall conceptualization of educational environments (both formal and informal) in order to meet the needs of a very globally engaged 21st century. Conclusion In this article, we introduced the concept of culture and cultural competence, examined the impact of culture on learning, and focused on discussing the frameworks and issues related to culture and online learning. There is still a great need for more research in this area and we listed specific questions in the “recommendations for future research.” It has been argued that an understanding of cultural and international dynamics is not only an important issue; it is arguably the important issue of our time (Fay, 2000). In the new millennium, one of our main challenges is to learn to live with difference (Lauzon, 1999, in Wang & Reeves, 2007). Wang and Reeves (2007) assert that “within the broader filed of education, online education may well have the greatest potential for enabling people to develop tolerance and learn to live with difference.” Of course, the condition is that “this potential will only be realized if we as researchers and developers take…issues [related to culture] more seriously” (p. 14). This assertion grounds a “call to action” and emphasizes the power that online learning environments can have to better prepare all of us for operating in a global world. The authors predict that future research will continue to yeild evidence showing not only how to effectively deal with cross-cultural issues in online learning, but also that the struggle of addressing cultural issues might even help creatively reshape our view of technologies and of education itself. 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The Meaning of Culture in Online Education: Implications for teaching, learning, and design. In A. Edmundson (Ed.) Globalizing e-learning cultural challenges (pp. 2-17). Hershey, PA: Information Science. Wenger, E., McDermott, R, & Snyder, W. (2002). Cultivating communities of practice: A guide to managing knowledge. Boston: Harvard Business School Press. Woods, P. (1992). Symbolic interactionism: Theory and method. In M. LeCompte, W. Millroy, & J. Preissle (Eds.), The handbook of qualitative research in education (pp. 337–404). London: Academic. Key Terms ADDIE: An instructional design model that includes the following stages: Analyze, Design, Develop, Implement, and Evaluate. Culture: social system that provides a framework for shared expectations and values, and accepted ways which people live and operate in a shared context with others. Cultural Competence: (also referred to as intercultural competence) a process by which people and systems become able learn to address cultural differences without either minimizing them or stereotyping people Cross-Cultural Communication: (also frequently referred to as intercultural communication) is a field of study that examines effective ways for people from differing cultural backgrounds to communicate with each other. Ethnocentric: regarding one’s own culture as superior to other and automatically judging other cultures from the perspective of your own culture. Relativistic: regarding truth as relative and completely dependent on the groups and societies that define it. 12