The Pennsylvania State University The Graduate School College of Education TRANSNATIONAL TEACHER MOBILITY: PATTERNS, QUALITIES, INSTITUTIONAL ACTORS AND POLICY IMPLICATIONS A Dissertation in Educational Theory and Policy/Comparative and International Education by Yu-Wei Wu © 2012 Yu-Wei Wu Submitted in Partial Fulfillment of the Requirements for the Degree of Doctor of Philosophy August 2012 The dissertation of Yu-Wei Wu was reviewed and approved* by the following: Gerald LeTendre Professor of Education and International Affairs Department Head, Education Policy Studies Dissertation Adviser Chair of Committee David P. Baker Professor of Education; Professor of Sociology David Post Professor of Education Research Associate, Center for the Study of Higher Education Jamie M. Myers Professor of Education *Signatures are on file in the Graduate School. ii Abstract Over the past two decades, teaching has been subject to several global trends including the long-term erosion of teacher pay, the global standardization of core curriculum, and declines in entering teacher test scores in a wide range of nations. Increasingly we see that teacher shortages have led to increasing mobility of teachers across national borders in both South-to-North and South-to-South directions. At the same time, international exchange programs designed to support the professional status of teachers in the developed nations appear to have stagnated. While “teacher quality,” is currently a topic of much concern, rarely do cross-national studies consider teachers as a workforce. I argue that prevailing theoretical paradigms used to analyze global trends in mass school (e.g. neo-institutionalism, world culture, core-periphery theories, etc.) ignore the growing body of research on the teaching workforce compiled by economists and scholars of the labor market. In this dissertation, I explore how labor-market theorists, conceptualize the issue of teachers as members of a workforce. I discuss how the works of transnational actors (UNESCO, OECD, Teach for All) have created situations where the teachers’ job has been homogenized and de-contextualized from local surroundings. These theories suggest that nations and trans-national organizations engage in long-term efforts to raise the professional status of teaching, that teaching will continue on a trajectory to a lower-skill occupation that will be increasing see greater trans-national mobility, lower job stability and long-term erosion of the social status of teachers. Moreover, I track the trajectory of transnational teacher mobility overtime and find that this phenomenon did not begin recently. It has existed since the late nineteenth century, when some European Missionary teachers moved around in Africa. They were iii there not only for religious purposes, but were also acting as “agents” of colonial power. After World War II, a growing number of teachers started to teach abroad through the teacher exchange program established by mainly nation state or government-related institutions to broaden the understanding of other cultures, customs, and languages. These programs became prevalent among developed countries during the Cold War period. In the present era of increased globalization, it has become apparent that an increasing number of teachers flow across national boundaries because of organized international recruitment. By analyzing significant cases and using historical, cross-national, and other forms of data, I conclude that there are three models of global teacher mobility, which can be categorized by the historical period, program goals, as well as teachers’ roles. These are the “Colonial model,” the “Nation-exchange model,” and the “Market-driven model.” In addition, the roles and functions that significant institutional actors play also shift over time. In the Colonial model, colonial governments were the only actors to plan and ship teachers to the colonial territories since education was a major channel to “civilized “ colonists and keep them in a state of obedience. In the nation-exchange model, nation states played a critical role and were heavily involved in the operation of transnational teacher mobility. Teacher-exchange programs under this model were primarily established and implemented by nation states, local authorities, or government-sponsored organizations. Governments or government-related institutions have become the most important agencies that facilitate and promote international teacher exchange. Institutional actors in different levels of government commonly cooperate and communicate in order to achieve their program goals. iv Under the market-driven model, the “privatization” of agencies, which were actively involved in international recruitment, is a crucial factor that accelerates transnational teacher mobility. Expanded private agencies have engaged in recruiting teachers from abroad. However, because the process of recruitment is highly “commercialized” and “business oriented,” most talented and capable teachers have been targeted, and this may “cream off” effective teachers in developing countries, especially in small states in the Caribbean region. Finally, policy implications and recommendations for different models as well as for each possibility of teacher transfer will be addressed at the national and international level to show how transnational teacher exchange, contribution, and migration could shape the teacher workforce in the future. v Contents List of Figures…………………………………………………………………………………..viii List of Tables……………………………………………………………………..............ix Chapter One: Introduction………………………………………………………...............1 I. Focus and Background…………………………………………………...............1 II. Purpose of Study……………………………………………………………….10 III. Research Questions…………………………………………………………...11 IV. Outline of Chapters…………………………………………………………...12 Chapter Two: Literature Review………………………………………………………...14 I. Contextual Issues related to Transnational Teacher Mobility…………………15 II. Theoretical Perspectives on Transnational Teacher Mobility………………...23 III. Development Impacts of Transnational Teacher Mobility…………………..34 Chapter Three: Methodology…………………………………………………………….47 I. Historical Multi-Cases Studies………………………………………………...48 II. Method of Analysis…………………………………………………………...51 III. Validity Issue………………………………………………………………...56 IV. Limitations of Study…………………………………………………………57 Chapter Four: Data Collection and Analysis…………………………………………….59 I. Case #1: Japanese Teachers in Taiwan during the colonial period…………....59 II. Case #2 Fulbright Teacher Exchange Program (FTEP)………………………71 III. Case #3 Peace Corps Program……………………………………………….80 IV. Case #4 Japan Exchange and Teaching (JET) Program……………………..83 V. Case #5 Visiting International Faculty (VIF) Program……………………….94 vi VI. Case# 6 The Commonwealth Teacher Recruitment Protocol………………107 Chapter Five: Conclusion and Policy Recommendations………………………………121 I. Findings………………………………………………………………………123 II. Reflections…………………………………………………………………...132 III. Policy Implications and Recommendations………………………………...139 References………………………………………………………………………………149 vii List of Figures Figure 3.1 Matrix Table for Quantitative Dataset: Features of Cases………………...55 Figure 4.1 Number of Japanese and Taiwanese Teachers in Common Schools, 1923- 35…………………………………………………………………………..70 Figure 4.2 Changes in Participant Numbers of JET Program, 1987- 2008………………………………………………………………………...91 Figure 4.3 Total number of overseas-trained teachers working in the U.S. on H-1B and J-1 Visas……………………………………………………………………96 Figure 4.4 Number of Labor Condition Applications Filed for Pre-K, Primary and Secondary Teachers in the U. S. ……………………………………………97 Figure 4.5 Top Five States Submitting Labor Condition Applications for Teachers, 2004-2007…………………………………………………………………...98 viii List of Tables Table 4.1. The Number of Teachers in Common Schools, 1898-1906………………..66 Table 4.2. Number of Japanese and Taiwanese teachers in common schools, 1923- 35……………………………………………………………………………69 Table 5.1 Three Models of Transnational Teacher Mobility………………………....124 Table 5.2 Directions, Theoretical Approaches and Policy Implications of Transactional Teacher mobility……………………………………………………...........129 ix Acknowledgments First and foremost, I would like to express my deep thanks to my dissertation adviser and chair of dissertation committee, Dr. Gerald LeTendre. Without his long time advising, encouragement and aspiration on my academic work, I cannot complete this dissertation and earn my degree. Also, I want to sincerely thank all committee members, Dr. David Baker, Dr. David Post and Dr. Jamie Myers, your questions, comments as well as suggestions help me refine this dissertation and ease many difficulties in the dissertation revisions. Additionally, I am grateful to all of my friends and colleagues, thanks for your support and challenge to make me think more about my research topic, especially Dr. Norifumi Miyokawa. He gave me his opinions about my arguments for transnational teacher mobility from different perspective. Our countless discussions and conversations regarding this topic developed this dissertation directly. Most important, my special thanks go to my family members, my father Wu, Ming-Jiou, and mother, Yang, A-Shuang, mother-in-law, Sunhsu, Chiung-Yuan for their love and support from the beginning of my graduate study at Penn State University to this very final stage. Their endless encouragement absolutely helps me to complete my study. Two older sisters, Ching-Lun, Ching-Yu, younger sister, Jing-Li and younger brother, Yu-Heng all have my sincere appreciation and gratitude for their warm-hearted support. Lastly, I cannot end these acknowledgments without mentioning my wife, Li-Hui Sun. She takes care our children, Andrew, Eric, and Nicole throughout the past six years and allows me to focus more on my study. Her assistant, sacrifice as well as encouragements make my PhD come true. I owe her a lot and my deepest grateful to her. x
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