BRAZILIAN RESEARCH ON DISTANCE LEARNING, 1999-2003: A State-of-the Art Study
Fredric Michael Litto
Escola de Comunicação e
Artes da USP – frmlitto@usp.br
Faculdade de Educação da
USP – afilatro@uol.com.br
Claudio André
Faculdade de Educação da
USP –
TEMA D: Educação a Distância nos Sistemas
Educacionais
CATEGORIA 4: Outras - Pesquisa em
Educação a Distância
Abstract: The purpose of this study was to “map” the
production of scholarly works in the field of distance learning (DL) in
Keywords:
Distance learning, Online Education, Virtual Education, Research,
The
objective of the study was to identify and
Any
Nevertheless,
to orient our collection of the corpus of the literature, which would permit us
to identify a “state-of-the-art,” we used the following criteria for inclusion
of works:
·
be
the result of systematic investigation based on quantitative measurement or
some qualitative study supported by clearly-expressed criteria;
·
demonstrate
originality in its aims and in its conclusions.
Hence, the corpus included
principally the theses successfully defended in the stricto sensu (requiring a traditional dissertative study) graduate
study programs in Education and other areas of knowledge, in the period
1999-2003, and the scholarly articles published in the same period in two of
the principal journals of the field. Because of the incomplete coverage by
official sources of theses produced in the country, we believe that a number of
works may have escaped our attention, but perhaps they will be included in a
future continuation of this study.
The
significance of this type of investigation is that it fills a gap of
information at the meta level,
showing how a large number of researchers in a unique, populous country, are
conducting their work. Its results
should be useful to graduate advisors in universities within Brazil and
elsewhere, helping them to suggest topics for research to their advisees or
planning new developments in graduate programs concentrating on DL as a
practice; it could also be helpful to other researchers and li
A – Data Collection
The first stage of
research consisted of locating bibliographic references to the scholarly
production related to DL, specifically for the period 1999-2003, which was
expected to reflect the increasing maturity of the Internet as a factor of
growth in DL, and which in turn facilitated access to the studies themselves.
Various sources were used to obtain references to the appropriate theses among
the 33,000 graduate theses defended each year in Brazil: the Banco Digital de Teses e Dissertações
Eletrônicas do Instituto Brasileiro de Informação em Ciência e Tecnologia
(IBICT), and the Biblioteca Virtual
de Educação a Distância do Prossiga (CNPq – National Council for Scientific
and Technological Development). But
because of the incompleteness of these sources, we were forced to consult the
virtual li
Retrieval of the titles was done through the search terms
“distance education” (educação à
distância), “teaching at a
distance” (ensino à distância),
“learning at a distance” (aprendizagem à
distância), “education on-line” (educação on-line), “teaching on-line” (ensino online), “learning on-line” (aprendizagem on-line), “virtual
education” (educação virtual),
“virtual teaching” (ensino virtual),
“virtual learning” (aprendizagem virtual),
sought out in the search engines of
these data bases.
All works which fell into the various “generations” of DL were included, namely, correspondence courses, tele-education (synchronous), multi-media models, and flexible learning (asynchronous, through the Internet). In all cases, the minimum information required for inclusion was: complete title, name of author or authors, institutional identification, key-words, abstract, and year of defense or publication. In some 4 to 5% of works found, it was impossible to discover the year of production, and these items were not included.
B – Treatment of the Data
Once
the pertinent works were identified, a digital record was established for each
(32 doctoral dissertations, 459 masters theses and 356 journal articles) in a
data base specially-prepared to m
Figure 1 – Example of the principal screen of the data base m
Initially,
the dissertations, theses and articles were indexed together with the
bibliographic references, the key-words, and the abstracts indicative of the
contents. Later on, the research staff
filled out additional forms with
Once this stage had been reached, with the forms for
indexing and classification filled out, statistics as to categories, coverage,
instituitional origem and year of defense/publication were generated, preparing
the data for interpretation by the staff.
To facilitate
·
Philosophy, Policies and Strategies: general principles, strategies,
politics and goals of distance education, general and local history of DL;
·
Content and Skills:
regular curricular content, extra-curricular content, values, attitudes,
basic intellectual and technical skills;
·
Pedagogies and Technologies:
doctrines, principles and methods of distance education aided by
information and communication technologies;
·
Support and Services:
physical and virtual infra-structure, help networks, and DL projects;
·
M
·
Research and Evaluation:
qualitative and quantitative descriptions of student performance, of the
internal didactic situation created by the institution and by agents of the
teaching-learning process;
·
Quality Assurance and Certification:
evaluation of teaching quality and of the results of the education given
by external and central authorities, the certification of competencies, of
proficiency and professional qualification.
These categories are
used by the ICDE-International Council for Open And Distance Learning to
classify the themes of sessions in its World Conferences on Open and Distance
Learning. To a certain extent, the
categories reflect the process involved in DL: a general definition of
principles and strategies, selection of content and skills, choice of
educational methods and techniques, organization of the support infrastructure,
implantation m
·
Corporate Education:
training, professional development and updating in the environment of
companies, public, private, and non-governmental organizations;
·
Education of Young Adults:
initiatives directed at benefiting young adults with little schooling
and educational programs geared specifically to young people and adults;
·
Special education:
programs directed at the education of persons with physical or mental
disabilities ;
·
Infant Education: educational programs for children
from 0 to 10 years of age;
·
Primary Level Schooling:
programs of basic, obligatory schooling;
·
Secondary Level Schooling:
post-primary level schooling, with a view towards deepening basic
learning, preparation for work and educating the fully-rounded citizen; it
includes program of vocational-technical training;
·
Higher Education:
programs of undergraduate studies and graduate studies (with and without
theses);
·
Education in Social Movements:
programs related to education for the environment, workers unions,
movements of those without land, re-education of prisoners, and the like;
·
Teacher Training:
governmental and private initiatives to augment the degree of schooling
of teachers or to prepare them for distance education or for the use of information
and communication technologies in the classroom;
·
Multi-Faceted Applications:
research applicable to all or more than just one area of coverage.4
We observed significant
productivity among the masters-degree programs (459 theses, or 54.0 % of the
total of works found) and in the papers presented in scholarly meetings (356
papers, or 42.0 % of the total), but the field appears to be very modest in
producing advanced studies at the doctoral level (32 works, corresponding to
only 4.0 % of the total). Ninety percent
of the papers (321 in absolute numbers) were contributions to the international
and national meetings organized in the period by ABED-the Brazilian Distance Learning
Association. Ten percent of the articles
(35) were prepared for the annual meetings of ANPED-the Association for
Graduate Studies and Research in Education, specifically for the Group in
Communication and Education. With regard
to the theses, it was possible to
Table 1 – Theses and Dissertationss on Distance Learning (1999-2003) by
Region, State and Institution
Region |
Titles |
% |
State |
Titles |
% |
Institution |
Titles |
% |
South |
381 |
77,60 |
SC |
368 |
74,95 |
Federal |
368 |
74,95 |
RS |
13 |
2,65 |
Federal University of Rio Grande do
Sul (UFRGS) |
13 |
2,65 |
|||
Southeast |
82 |
16,70 |
SP |
69 |
14,05 |
|
29 |
5,91 |
|
19 |
3,87 |
||||||
|
11 |
2,24 |
||||||
Federal University of São Carlos
(UFSCar) |
10 |
2,04 |
||||||
RJ |
13 |
2,65 |
Federal University of Rio de Janeiro
(UFRJ) |
13 |
2,65 |
|||
Center-West |
28 |
5,70 |
DF |
28 |
5,70 |
|
28 |
5,70 |
Totals |
491 |
100,00 |
Totals |
491 |
100,00 |
Totals |
491 |
100,00 |
B – Interpretation by Year of
Publication
We observed a very positive rate of
growth beginning in 1999 (62 titles, or 7.32% of the total), with production
growing in each subsequent year (129 titles, or 15.23% of the total in 2000;
160 titles, or 18.89% of the total in 2001), and practically doubling in growth
in 2002 (288 titles, or 34.0 % of the total).
The reduction of productivity in 2003 (208 titles, or 24.56% of the
total) could be in part a consequence of the so-called “explosion of the
bubble,” the 2000-2001 phenomenon when the overheated NASDAQ investment market
collapsed, weakening belief in the possibilities of companies, government, and
society in dot.com ventures and in the revolutionary power of technology in
general. Another cause might have been
the re-structuring of the highly productive Graduate Program in Production
Engineering at the Federal University of Santa Catarina, because of the criticism,
by an evaluating committee sent by the Ministry of Education, of the program
having too many students per advisor. Nevertheless, the annual “distribution”
of the titles among theses, dissertations and scholarly journal articles shows
reasonable coherency, with the exception of 2001, when the number of articles
was rather low in relation to the annual average of articles (71.20%) and in
relation to the number of theses and dissertations successfully defended.
Table 2 – Titles in
Distance Learning by Year of Publication
Year of publication |
Dissertations and Theses |
% |
Articles |
% |
Totals |
% |
1999 |
31 |
6,31% |
31 |
8,71% |
62 |
7,32% |
2000 |
54 |
11,00% |
75 |
21,07% |
129 |
15,23% |
2001 |
147 |
29,94% |
13 |
3,65% |
160 |
18,89% |
2002 |
158 |
32,18% |
130 |
36,52% |
288 |
34,00% |
2003 |
101 |
20,57% |
107 |
30,06% |
208 |
24,56% |
TOTAL |
491 |
100% |
356 |
100% |
847 |
100,00% |
C – Interpretation
by Category and by Coverage
As explained earlier, a
qualitative
Table 2 – Titles on Distance
Learning (1999 - 2003) by Category and
Coverage of Subject
|
|
|
|
< |
||||||||||
|
|
Titles |
% |
Continuing Education |
Corporate Education |
Education of Youth and Adults |
Education Social Movements |
Higher Education |
Infant Education |
Multi-Application |
Primary Schooling |
Secondary Schooling |
Special Education |
Teacher Training |
|
Titles |
847 |
100,0% |
47 |
46 |
14 |
9 |
174 |
8 |
340 |
37 |
35 |
26 |
111 |
|
% |
5,5% |
5,4% |
1,7% |
1,1% |
20,5% |
0,9% |
40,1% |
4,4% |
4,1% |
3,1% |
13,1% |
||
< |
Philosophy, Policies and
Strategies |
146 |
17,2% |
8 |
6 |
5 |
4 |
17 |
1 |
60 |
3 |
4 |
2 |
36 |
(%) in relation to total |
0,9% |
0,7% |
0,6% |
0,5% |
2,0% |
0,1% |
7,1% |
0,4% |
0,5% |
0,2% |
4,3% |
|||
(%) in relation to coverage |
5,5% |
4,1% |
3,4% |
2,7% |
11,6% |
0,7% |
41,1% |
2,1% |
2,7% |
1,4% |
24,7% |
|||
(%) in relation to categories |
17,0% |
13,0% |
35,7% |
44,4% |
9,8% |
12,5% |
17,6% |
8,1% |
11,4% |
7,7% |
32,4% |
|||
Content and Skills |
70 |
8,3% |
6 |
1 |
0 |
3 |
9 |
2 |
21 |
11 |
9 |
4 |
4 |
|
(%) in relation to total |
0,7% |
0,1% |
0,0% |
0,4% |
1,1% |
0,2% |
2,5% |
1,3% |
1,1% |
0,5% |
0,5% |
|||
(%) in relation to coverage |
8,6% |
1,4% |
0,0% |
4,3% |
12,9% |
2,9% |
30,0% |
15,7% |
12,9% |
5,7% |
5,7% |
|||
(%) in relation to categories |
12,8% |
2,2% |
0,0% |
33,3% |
5,2% |
25,0% |
6,2% |
29,7% |
25,7% |
15,4% |
3,6% |
|||
Pedagogy and Technologies |
298 |
35,2% |
12 |
9 |
5 |
2 |
67 |
4 |
113 |
19 |
9 |
14 |
44 |
|
(%) in relation to total |
1,4% |
1,1% |
0,6% |
0,2% |
7,9% |
0,5% |
13,3% |
2,2% |
1,1% |
1,7% |
5,2% |
|||
(%) in relation to coverage |
4,0% |
3,0% |
1,7% |
0,7% |
22,5% |
1,3% |
37,9% |
6,4% |
3,0% |
4,7% |
14,8% |
|||
(%) in relation to categories |
25,5% |
19,6% |
35,7% |
22,2% |
38,5% |
50,0% |
33,2% |
51,4% |
25,7% |
53,8% |
39,6% |
|||
Support and Services |
132 |
15,6% |
9 |
8 |
0 |
0 |
22 |
1 |
76 |
2 |
4 |
3 |
7 |
|
(%) in relation to total |
1,1% |
0,9% |
0,0% |
0,0% |
2,6% |
0,1% |
9,0% |
0,2% |
0,5% |
0,4% |
0,8% |
|||
(%) in relation to coverage |
6,8% |
6,1% |
0,0% |
0,0% |
16,7% |
0,8% |
57,6% |
1,5% |
3,0% |
2,3% |
5,3% |
|||
(%) in relation to categories |
19,1% |
17,4% |
0,0% |
0,0% |
12,6% |
12,5% |
22,4% |
5,4% |
11,4% |
11,5% |
6,3% |
|||
M |
118 |
13,9% |
11 |
15 |
2 |
0 |
45 |
0 |
22 |
1 |
7 |
2 |
13 |
|
(%) in relation to total |
1,3% |
1,8% |
0,2% |
0,0% |
5,3% |
0,0% |
2,6% |
0,1% |
0,8% |
0,2% |
1,5% |
|||
(%) in relation to coverage |
9,3% |
12,7% |
1,7% |
0,0% |
38,1% |
0,0% |
18,6% |
0,8% |
5,9% |
1,7% |
11,0% |
|||
(%) in relation to categories |
23,4% |
32,6% |
14,3% |
0,0% |
25,9% |
0,0% |
6,5% |
2,7% |
20,0% |
7,7% |
11,7% |
|||
Research and Evaluation |
69 |
8,1% |
1 |
4 |
2 |
0 |
13 |
0 |
42 |
1 |
2 |
1 |
3 |
|
(%) in relation to total |
0,1% |
0,5% |
0,2% |
0,0% |
1,5% |
0,0% |
5,0% |
0,1% |
0,2% |
0,1% |
0,4% |
|||
(%) in relation to coverage |
1,4% |
5,8% |
2,9% |
0,0% |
18,8% |
0,0% |
60,9% |
1,4% |
2,9% |
1,4% |
4,3% |
|||
(%) in relation to categories |
2,1% |
8,7% |
14,3% |
0,0% |
7,5% |
0,0% |
12,4% |
2,7% |
5,7% |
3,8% |
2,7% |
|||
Quality
Assurance and Certification |
14 |
1,7% |
0 |
3 |
0 |
0 |
1 |
0 |
6 |
0 |
0 |
0 |
4 |
|
(%) in relation to total |
0,0% |
0,4% |
0,0% |
0,0% |
0,1% |
0,0% |
0,7% |
0,0% |
0,0% |
0,0% |
0,5% |
|||
(%) in relation to coverage |
0,0% |
21,4% |
0,0% |
0,0% |
7,1% |
0,0% |
42,9% |
0,0% |
0,0% |
0,0% |
28,6% |
|||
(%) in relation to categories |
0,0% |
6,5% |
0,0% |
0,0% |
0,6% |
0,0% |
1,8% |
0,0% |
0,0% |
0,0% |
3,6% |
With relation to the Categories, we can offer the following
observations:
With regard to Coverage, we
can offer the following observations:
·
As
was mentioned above, we rather suspect a certain superficiality in the research
works found by us, since in almost categories, with the exception of M
·
Higher Education concentrated 20.5% of the titles, with emphasis on Pedagogy and Technologies (38.5%), and M
·
It
is interesting to note that 72.0% of the 111 titles in Teacher Training (which represent 13.1% of the total) are “situated”
between the categories of Pedagogy and
Technologies and Philosophy,
Policies and Strategies, indicating an approach to problems which is more
generalist and geared to the production of essays than to the experimental or
quantitative, and perhaps distant from the proposal of useful improvements in
educational practices. The noteworthy appearance of Quality Assurance and Certification (28.6%) in this context has alr
· Surprisingly,
companies are encouraging research in Corporate Education (5.5%), more
than was noted in
Primary
Level Education (4.4%), Secondary Level Education (4.1%), Special
Education (3.1%),
Education
of Youth and Adults (1.7%) and Infant Education (0.9%). Not
surprisingly, however, the focus of
these
investigations involved Quality Assurance and Certification (21.4%) and M
(12.7%).6
Long seen as a
palliative, a supplement for the education of adults with little or no
schooling, distance learning in recent years has reached the status of a
privileged solution for adults engaged in the marketplace, in the world of
consumerism, and as citizens in a democratic society. The political, economic and social
transformations of the last two decades, sometimes called the entry into the
Knowledge Society, allied with the explosion in all sectors of information and
communications technologies, have contributed to the renewal of interest in
distance learning in the most varied range of experiences, but especially that
of adults who must maintain themselves in a continuous process of personal and
professional development, preferably taking advantage of the convenience
represented by learning anytime and anywhere, a possibility made a reality by
the technological connections now available.
Keeping this scenario in mind, the results of the present study reveal a
large contingent of “new players” on the stage -- researchers who are approaching an “old”
theme (distance education), now dressed in new “apparel” (on-line distance
learning) – provoking a return to fundamentals on the part of those who do not
yet possess a solid basic preparation in the field.
A rapid
Consequently, as a
rather recent area of study in the academic world, research in DL has revealed
itself to be more a form of self-learning for those who wish to study and
practice this educational approach.
Considering the lack in
When we join several blocks of the categories
and coverages alr
The indicator of research focused on Teacher Training (13.1%) likewise seems
low if we consider the enormous problem of human resources that Brazilian
education is currently facing (the Census of 2000 revealed that only 47.3% of
the primary school teachers in the country have college degrees, and since
then, many programs of distance learning for in-service teachers have begun
throughout the country). Special Education also had a
disappointing number of titles (3.1%), contrasting with the needs of the
country, which, according to the government’s Census of 2002, has 24.6 million
inhabitants with special needs (14.5% of the total population).
The 847 works examined
for this study revealed some clear patterns of development of the research
community in DL in
Finally, recognizing
the present limits of the range of coverage of the works found by us, and which
do not permit us to advance beyond the interpretations and conclusions alr
VI – Notes
1 Although many institutions are included in the
two principal virtual respositories of theses and dissertations, some do not
make available through on-line access enough information about the contents of
their theses to have been useful for this project, and for this reason it was
not possible to include all of their academic production.
2 The data base m
3 See www.icde.org
and www.inep.gov.br .
4 It
should be noted here that, due to the incipient nature of much of the research
in DL in Brazil at this time, those authors who do not explain clearly the
context in which their research was set, had their works classified by us as
covering many areas, hence the designation Multi-Faceted
Applications.
5 The
numeric superiority of the Federal University of Santa Catarina as a producer
of research in DL in the period is related to the significant investments made
in the UFSC program by the government of that State in teacher training through
DL, by private companies who wished to offer advanced training at the masters
level to their employees, and by trade unions in various fields of endeavor—all
choosing to use DL as the principal mode of delivery, whether through
videoconferencing, the web, or both.
6 It would
be useful to compare this data with the distribution of members of ABED: 50%
university professors and institutions; 30% corporate personnel and companies;
10% national-level vocational training institutions such as SENAI, SESI and
SENAC; 5% teachers and schools; 5% NGO’s, museums and li
7 Data
collected in 13 June 2004 by the Ministry of Education’s Secretariat for Higher
Education reveal that of 1,900
institutions of higher education operating at the present time in the
country, only 29 institutions have been authorized to grant diplomas for
undergraduate courses given through DL.
36 institutions have been authorized to award certificates to those
completing DL courses at a level somewhere between
a bachelor’s and a master’s degree (“lato
sensu” is the term used in Brazil), and 4 institutions have been authorized
by the Secretariat to give diplomas to those finishing DL “sequencial
courses”. At the same time, the
Secretariat admits to there being a waiting list of over 4,000 requests for
beginning DL courses at the university level and no perspective of having
conditions to examine these requests for authorization within the near future.
(See: www.mec.gov.br/sesu/educdist.shtm#institutions .
VII - Bibliography
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Andrea. Design instrucional
contextualizado: educação e tecnologia. São
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past, present, and future of research in distance education: results of
a content
LITTO, Fredric (January, 2002). “The
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MOORE, Michael & KEARSLEY, Greg.
Distance Education – a system
view.
REKKEDAL, Torstein. “Research in
Distance Education – Past, Present and Future (1994).” http://www.nettskolen.com/forskning/29/intforsk.htm [Accessed 15 May 2004].
SIMEROTH, Jason;
WRIGHT, Thomas C., HOWELL, Scott L. “Ten Efficient
Research Strategies for Distance Learning.”In: Online Journal of Distance Education Administration. Spring 2004 -
Volume VII, Number I. http://www.westga.edu/%7Edistance/ojdla/spring71/wright71.html [Accessed 15 May 2004].
Internet URL’s
·
Annals of the National Conferences of ANPED (the National Association
of Graduate Study and Research in
Education): www.anped.org.
·
Data Base of Papers Presented in Annual Meetings of ABED (Brazilian
Association for Distance Education): www.abed.org.br
·
Data Bse of Theses, UnB -
·
Data Base of Theses, UFSC - Federal University of Santa Catarina: http://teses.eps.ufsc.
·
Data Base of Theses in Digital Form,
IBICT - the Brazilian Institute for Information in Science &
Technology: http://bdtd.ibict.br/bdtd/
·
Data Base Minerva of the Federal University of Rio de Janeiro:
www.minerva.ufrj.
·
Digital Li
·
Digital Li
·
Virtual Li
·
Dedalus USP –
·
IBGE (Brazilian Institute of Geography & Statistics): www.ibge.gov.
·
ICDE (International Council for Open and Distance Education):
www.icde.org
·
INEP (National Institute for Pedagogical Studies): www.inep.gov.
·
Lumen PUC-SP –
* Fredric Michael Litto is President
of ABED-the Brazilian Distance Education Association, Coordinator of the
“School of the Future” of the University of São