Critical Perspective On Language Teaching Materials
Critical Perspective On Language Teaching Materials
Critical Perspective On Language Teaching Materials
John Gray
Institute of Education, University of London, UK
Selection, introduction and editorial matter © John Gray 2013 Individual chapters © Respective authors 2013
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Contents
List of Tables
Notes on Contributors
1 Introduction
John Gray
2 Telling Tales: Changing Discourses of Identity in the ‘Global’ UK-Published English Language
Coursebook
John Kullman
5 ‘This activity is far from being a pause for reflection’: An Exploration of ELT Authors’, Editors’,
Teachers’ and Learners’ Approaches to Critical Thinking
Denise Santos
10 Resisting Coursebooks
Scott Thornbury
Bibliography
Index
Tables
Nick Andon is the programme director of the MA in ELT and Applied Linguistics at King’s College
London. His research interests include materials development, task-based language teaching, teacher
beliefs and teacher development.
Christian W. Chun is an assistant professor in the Department of English, City University of Hong
Kong. His work has appeared in Journal of Adolescent and Adult Literacy, Journal of English for
Academic Purposes, Language Assessment Quarterly, and Research in the Teaching of English. He
is currently working on a book under signed contract addressing power and meaning making in an
English for Academic Purposes classroom.
Simon Coffey teaches foreign language education and applied linguistics at King’s College London,
where he is a member of the Centre for Language, Discourse and Communication. His research
interests focus on language choice and interculturality with a particular focus on French and what that
signifies for different learners.
John Gray is Senior Lecturer in TESOL Education at the Institute of Education, University of
London. He is the author of The Construction of English (2010) and the co-author with David Block
and Marnie Holborow of Neoliberalism and Applied Linguistics (2012).
John Kullman is Principal Lecturer in English and Language Studies at Canterbury Christ Church
University, England. He is co-author with Adrian Holliday and Martin Hyde of Intercultural
Communication: An Advanced Resource Book for Students (2004/2010).
Tom Morton is Senior Lecturer in TESOL at Birkbeck, University of London. He is the co-author
with Ana Llinares and Rachel Whittaker of The Roles of Language in CLIL (2012).
Cristina Ros i Solé is a researcher in language education at King’s College London and University
College London. She is the co-editor with Jane Fenoulhet of Mobility and Localisation in Language
Learning (2011) and Romanticising Language Learning (2013).
Denise Santos is a language teaching consultant and materials writer and her recent research has
focused on listening strategies in modern foreign languages (University of Reading, UK). Further
details about Denise’s work can be found on www.denisesantos.com.
Scott Thornbury is curriculum co-ordinator for the MA TESOL at The New School, New York. He
has written a number of books on language and methodology for teachers, including About Language
(1997) and An A–Z of ELT (2006).
Ursula Wingate is Senior Lecturer in Language in Education at King’s College London. She is joint
editor of the Language Learning Journal and her research interests are in academic literacy and
language teaching methodology.
1
Introduction
John Gray
As I collated the bibliographies from the individual chapters in this volume to compile a single one
for the whole book I was struck by the range of the references. As might be expected in a book on
language teaching materials, there were repeated references to the core texts in the ever growing
materials literature – that much was to be expected. However, it was the range of references to other
literatures that caught my attention. Names such as Basil Bernstein, Pierre Bourdieu, John Dewey,
Friedrich Engels, Michel Foucault, Nancy Fraser, Paulo Freire, Anthony Giddens, Antonio Gramsci,
Jean-François Lyotard and Edward Said (among others) were striking for two reasons. First, they
were a clear indication that those writing about language teaching materials are drawing increasingly
on a wider range of disciplines than has traditionally been the case – sociology, philosophy, cultural
studies, political economy; and second, that the body of thinking these names represent is itself
philosophically heterogeneous. It will be immediately obvious then that this book is a collaboration
between a group of scholars who (given the book’s title) are united in thinking critically about
language teaching materials, but who are (as will become evident) far from being as one in their
intellectual take on the objects of their scrutiny – the materials themselves.
The chapters assembled here explore a range of language teaching materials for use in English,
French, Spanish, German and content and language integrated learning (CLIL) classrooms.
Traditionally the materials literature has focused mainly on English language teaching (ELT)
materials, no doubt on account of the size of the global market. By including chapters on materials for
languages other than English, the present volume seeks to redress something of an imbalance, while at
the same time allowing for the exploration of the commonalities and differences that might exist. As
writers we bring a range of perspectives to bear – as applied linguists, as teacher educators, in some
cases as materials writers, and all of us as users, at some stage in our careers, of materials of the kind
we discuss here. The focus is predominantly on textbooks – a focus I see as justified, given their
enduring centrality in classrooms around the world.
This introductory chapter aims to set the tone for the volume as a whole and begins by outlining
some of the key assumptions which underpin the book (expanded on below) – namely that:
• Commercially produced materials such as textbooks, in addition to being curriculum artefacts, are
also cultural artefacts which serve to make languages mean in particular ways.
• Representation and identity are key aspects in the creation of textual meaning.
• Commercially produced materials are core commodities in textbook publishing and that this
commercial aspect cannot be ignored in seeking to understand their contents.
• Language teaching research (which includes materials research) is a form of ‘boundary work’
(Edge and Richards, 1998), which presupposes the need to conduct research that is more
interdisciplinary in character.
• There is a need for more materials analysis to complement the work being done by colleagues in
the field of materials development and evaluation.
In discussing these assumptions I will refer mostly to ELT materials (as this is my own area of
expertise) – however, many of the points made are equally applicable to language teaching materials
for other languages. The introduction then concludes by introducing the individual chapters and
provides a brief overview of each one.
Materials can be informative (informing the learner about the target language), instructional
(guiding the learner in practising the language), experiential (providing the learner with
experience of the language in use), eliciting (encouraging the learner to use the language) and
exploratory (helping the learner to make discoveries about language).
And indeed, at their best, materials can and should be these things. This view of materials is one
which sees them primarily as curriculum artefacts – key classroom tools which are designed to
facilitate language learning, and which may be more or less useful in that endeavour. However,
materials are also much more than this list would suggest. In addition, they are cultural artefacts from
which meanings emerge about the language being taught, associating it with particular ways of being,
particular varieties of language and ways of using language, and particular sets of values. At the same
time, they are also ideological (in the Marxist sense) in that the meanings they seek to create tend to
endorse and reproduce (although not invariably) existing power relations, particularly with regard to
social class (Gray and Block, in press), and similarly with regard to race, gender and sexual
orientation (see Chapter 3). This has sometimes been referred to as the hidden curriculum, which Elsa
Auerbach and Denise Burgess (1985: 476) suggest ‘generates social meanings, restraints, and cultural
values which shape students’ roles outside the classroom’, or at least has the potential to do so. From
this perspective, students may learn more from the textbook than the subject being taught.
Of course the idea of the hidden curriculum is not unique to language teaching materials. When I
think back to when I was a child, I learned to read using the ‘Janet and John’ and the ‘Dick and Dora’
books.1 As curriculum artefacts these materials did what they were designed to do – I learned to read
using them. But I also learned a lot of other things as well. Or perhaps more accurately, certain
messages I was already in receipt of were reproduced and reinforced in these textbooks – for
example, about how boys and men are supposed to be, and how girls and women are supposed to be.
Here are two examples from Book 1 of The Happy Venture Readers (Schonell and Serjeant, 1958).
In the first, Dick is engaged in the kind of sporting activity he is shown to enjoy throughout the book:
Dick will get his big bat. Dick and Jack run to the big tree to play. Dick has the bat. Jack has the
ball. ‘I will throw my ball,’ said Jack. ‘I will hit it,’ said Dick. (p. 16)
Dora on the other hand, although she also participates in games, is frequently shown playing with her
doll, Jane – an activity she shares with May, but not with Dick or Jack.
Dora will wash Jane. She is a rag doll, so Dora can wash her. Dora has a line by the tree. May
sits on a seat to see Dora wash the doll. (p. 22)
From the perspective of the twenty-first century, the message the book conveys about gender may
appear old fashioned – boys are more physical than girls, they play with balls and get into scrapes,
while girls are gentler, they play with dolls and they often watch boys and each other playing.
However, the books reproduced the then prevailing gender normativities, while at the same time
portraying an exclusively middle class world in which everyone spoke the standard dialect. Of
course books for adults are different, and what is hidden can take a variety of forms. As Auerbach
and Burgess (1985: 475) showed, ELT textbooks for migrants to North America from the mid 1970s
onwards, while ostensibly produced to enable them to successfully enter the job market, actually
tended to ‘prepare students for subservient social roles and reinforce hierarchical relations’, thereby
betraying the producers’ view of the migrant as destined for low paid, low status work. It would
appear that little had changed in nearly a century – just four years earlier, Jean Anyon (1981: 25), in
her study of ideology in US history textbooks, reproduced part of a text from the early 1900s for the
teaching of English to migrants, which was clearly designed to teach more than language:
I hear the whistle. I must hurry. I hear the five minutes whistle. It is time to go into the shop. … I
change my clothes and get ready to work … I work until the whistle blows to quit. I leave my
place nice and clean.
Whatever else it may have been, the text was also a primer in the basics of a spatiotemporal
disciplinary regime appropriate to working in an industrialised setting. Although there has been a
limited amount of attention to this aspect of materials analysis in our own field (e.g. Dendrinos, 1992;
Chun, 2009; Gray, 2010a; Gray and Block, in press), research into the textbook as a cultural artefact
has been more common in mainstream education (e.g. Preiswerk, 1980; Anyon, 1981; Stray, 1994;
Provenzo et al., 2011). Even so, to date there is nothing in the Anglophone world like the Georg
Eckert Institut für internationale Schulbuchforschung (established in 1975) in Germany, which is
dedicated to textbook research (mainly materials for history, geography and civic studies) and which
is principally focused on the study of ‘concepts of identity and representations as conveyed through
national education’ and ‘the question of what relationship textbook-conveyed interpretations and
inventories of knowledge have to those concepts of identity that are offered by other educational
media and players in the academic arena’ (www.gei.de). It could be argued that the language teaching
materials literature has much to learn from such mainstream education research orientations, and it is
hoped that the present volume will contribute to this in some small way.
But this is not simply a matter of privileging the knowledge or the values of the powerful over those
of the powerless or those deemed illegitimate in some way – representation has political and
commercial implications of several kinds. On the one hand, there is the representation of
geographical spaces. For example, UK ELT publishers ensure that materials designed for use in
different national markets (e.g. Greece and Turkey) contain no references to contested territories lost
by one country to another, or that countries which are seen as potentially lucrative markets (e.g. US)
are not referred to critically. Such representational practices are commercially determined. On the
other hand, there is the representation of people and the various identities that are relevant to them
(see Chapter 1, on identity in ELT textbooks). As I argue elsewhere (Gray, 2010a), ELT textbooks in
particular have changed significantly in this regard since the 1970s. One area in which change has
been most thorough is the treatment of gender, a development which was driven largely by women
within the publishing industry determined to root out the sexist representations which typified so many
ELT publications in the 1970s and 1980s. Under the impetus of second wave feminism2 (Mills and
Mullany, 2011), and in particular the move towards feminist language reform (Pauwels, 1998), the
pervasive sexism identified by early materials studies (Hill, 1980; Porreca, 1984) has become a thing
of the past, at least in UK-produced materials. Materials today are typified by codified regimes of
inclusivity whereby women in particular, but also people of colour, the disabled, the elderly and so
on are listed as requiring non-stereotypical representation. Such practices, however limited and
superficial, have their origins in a politics of equal rights in which issues of representation, identity,
recognition and respect are central.
The struggle to be represented, or to be represented in particular ways, arises out of a response to
the related politics of erasure and misrecognition. This is particularly relevant to certain categories of
people, such as women, workers, ethnic minorities, religious minorities and those identifying as
lesbian, gay, bisexual and transgender (LGBT) (see Chapter 3). Erasure refers to the systematic
editing out of certain groups or identity positions (i.e. their non-representation) from officially
endorsed versions of social reality, and the resulting denial of recognition. Good examples of this are
the near total absence of the working class from twentieth century North American history books
(Anyon, 1981), and the progressive eradication of working class characters and references to
working class experience from UK-produced ELT materials from the 1980s onwards (Gray and
Block, in press). Misrecognition, on the other hand, refers to demeaning or stereotypical
representation, such as the sexist representation of women, or the representation of colonised or
indigenous peoples in history or geography books as subservient, feckless, lazy or otherwise lacking
in agency (see Kress and van Leeuwen, 2006).
Such practices are not without consequences. As Nancy Fraser (1998: 141) has argued:
To be misrecognised [ … ] is not simply to be thought ill of, looked down on, or devalued in
others’ conscious attitudes or mental beliefs. It is rather to be denied the status of a full partner in
social interaction and prevented from participating as a peer in social life – not as a
consequence of a distributive inequity [ … ] but rather as a consequence of institutionalized
patterns of interpretation and evaluation that constitute one as comparatively unworthy of respect
or esteem. When such patterns of disrespect and disesteem are institutionalized, for example, in
law, social welfare, medicine, and/or popular culture, they impede parity of participation, just as
surely as do distributive inequities. The resulting harm is in either case all too real.
Responses from publishers to such charges, when they have been forthcoming, have often been far
from unproblematic. As Apple and Christian-Smith (1991: 10) have pointed out with regard to
mainstream US textbooks, ‘items are perhaps mentioned, then, but not developed in depth. Dominance
is partly maintained here through compromise and the process of “mentioning”’. Their point is that
‘mentioning’ is frequently tokenistic, the previously erased group gets a name check but the issues
surrounding its erasure or its members’ struggle for recognition on their own terms is not explored.
(The value and the limitations of ‘mentioning’ are discussed in Chapter 3.) With regard to the
representation of women in UK-produced language teaching textbooks, the removal of overt sexism
did not presuppose any move towards serious engagement with the politics of feminism – rather
gender equality tended to be presented as part of the lifestyle choices of individual women who
simply chose to do the high-powered jobs they were frequently depicted as doing (see Gray, 2010a
for fuller discussion).
although materials are aimed at use inside a classroom, they will always bear the hallmarks of the
conditions of their production outside the classroom. This is particularly the case with materials
which are produced in a commercial context, where the need to maximise sales, satisfy
shareholders, and achieve corporate goals may have a direct impact on the design of materials,
quite distinct from their pedagogic intent.
For this reason, it is important to consider the particular kind of commodity the textbook is, because,
as Chris Stray (1994: 4) put it some time ago, ‘[t]o look only at its use in formal educational settings
is to miss the interpenetration of economy and society with the process of formal cultural
transmission’.
Drawing on the work of the sociologist Andrew Wernick (1991), in Gray (2010a) I argued that the
UK-produced ELT textbook is a promotional commodity; that is, it is not only a commodity in its own
right, but one which also serves to promote English as though it too were a commodity (in much the
same way that advertisements promote and provide an identity for whatever they are selling).
Furthermore, the textbook serves to promote (whether directly or indirectly) a range of additional
products, such as language courses, tests (such as IELTS and TOEFL), dictionaries, workbooks and
so on. All of these are linked together through the repeated deployment in promotional material of
similar imagistic and discursive tropes in which success, travel, fun and consumerism are central, and
which collectively form part of the promotional promise of English (see Pegrum, 2004; see also
chapters 7 and 8, this volume, for how this plays out in French and Spanish materials).
One of the things Marx did was to elucidate the hidden social relationships behind the commodity –
what might be called its secret life. As Apple (1985: 147) memorably put it:
Goods and services are relations among people, relations of exploitation often, but human
relations nevertheless. Turning on a light when you walk into a room is not only using an object, it
is also to be involved in an anonymous social relationship with the miner who worked to dig the
coal burned to produce the electricity.
In Global Education Inc.: New Policy Networks and the Neo-liberal Imaginary, Stephen J. Ball
(2012) sheds considerable light on the complex secret life of the textbooks produced by giant
educational publishing companies, or what he calls ‘edu-businesses’. Ball’s focus is not on relations
of exploitation in textbook production, but on the much expanded role of textbook publishers in the
marketisation of education, the production of educational products and education policy globally. Ball
shows how one such company – Pearson Education – has become one of the largest global providers
of ELT materials and now works with governments around the world, many of which are happy to
outsource the provision of education and to have policy determined for them by such companies. He
concludes:
Pearson is a globalising actor in a very real sense, through its publishing, its assessment and
qualifications systems, English language teaching and administration and management products. It
is operating across all three educational ‘message systems’ – pedagogy, curriculum and
assessment and joining these up, globally, across a range of media, within its products and
business growth plan. Its publishing and curriculum and assessment work contributes to define
what cultural knowledge is most worthwhile and these producers have invested within them
particular conceptions of educational process and organisation.
(Ball, 2012: 127)
As I argued in Gray (2012a), in such a scenario where curricula are being reformed in highly
marketised contexts globally, particular methodologies (generally based on L2 use only), particular
sets of materials and accompanying tests are promoted, thereby enabling the providers (who as Ball
shows can be the purveyors of just about everything) to reap the benefits of a market they have helped
to standardise.
Against such an increasingly marketised and homogenised background, it is little wonder that some
teachers have turned their backs on published materials, seeing them as having less and less real use
value, and viewing them more as unnecessary or troublesome objects which actually get in the way of
real learning. Although not couched in terms of commodification, the case for (and the popularity of)
‘teaching unplugged’ or the Dogme ELT movement (see Chapter 10) is not to be wondered at. In
elaborating what was to become a major critique of the role of published materials in language
teaching, Scott Thornbury (2000a: 2) expressed his initial disquiet thus:
Along with the quantity (I hesitate to use the word variety) of coursebooks in print, there is an
embarrassment of complementary riches in the form of videos, CD-ROMs, photocopiable
resource packs, pull-out word lists, even web-sites, not to mention the standard workbook,
teacher’s book and classroom and home study cassettes. [ … ] There are the best-selling self-
study grammar books, personal vocabulary organisers, phrasal verb dictionaries, concordancing
software packages – you name it. But where is the story? Where is the inner life of the student in
all this? Where is real communication? Moreoften as not, it is buried under an avalanche of
photocopies, visual aids, transparencies, MTV clips and cuisennaire [sic] rods. Somewhere in
there we lost the plot.
From this perspective, recovering the plot entails the rejection of such commodities and a move
towards a pedagogy of scaffolded talk in which the language that is learned is the language which
emerges in classroom interaction – rather than the one which had been selected and pre-packaged for
mass consumption. Of course not all teachers work in settings where the abandonment of
commercially produced materials is an option, but the attention which Dogme ELT has attracted (at
least in some sectors) is indicative of a level of discontent with published materials as they are and
materials-driven language teaching generally.
Interdisciplinarity
In the late 1990s two key academic papers (Rampton, 1997; Edge and Richards, 1998), written from
somewhat different perspectives, made the case for greater interdisciplinarity in applied linguistics.
Ben Rampton’s (1997: 8) argument was one in favour of moving the field beyond second language
acquisition and second language teacher education (as prototypical applied linguistics activities) in
the direction of what he described as a Hymesian ‘socially constituted linguistics’. This would
amount, he wrote,
to a vision of a kind of social and cultural semiotics which brings cultural and social organisation
centre-stage, and which construes language in the first instance not as grammar but as a repertoire
of ways of speaking shaped through the part it plays in social action and communicative conduct.
(p. 8)
While such a perspective does not necessarily imply a sidelining of prototypical applied linguistics
activities (second language classrooms and second language teacher education programmes can
certainly be looked at in terms of contextually shaped repertoires of ways of speaking), it does
suggest a wider conceptualisation of the field than perhaps had previously been the case. Julian Edge
and Keith Richards (1998) in their paper were more firmly focused on prototypical applied
linguistics activity – specifically, qualitatively oriented research related to second language teaching
and learning. Their intervention was motivated largely by increased numbers of second language
teachers embarking on postgraduate study and what they saw as ‘the absence of a properly
established qualitative tradition in TESOL’ (Edge and Richards, 1998: 338), a situation they held to
be ‘further complicated by the temptation for researchers not to work on “developing a sociological
imagination”3 (Holliday, 1996), but rather to settle for inadequately conceptualized and poorly
developed research methodologies’. In such a scenario, they argued, ‘there is a pressing need for
TESOL researchers to engage productively with the richness of intellectual opportunity currently
available in the human sciences’ (p. 334). Adrian Holliday’s (1996) paper, to which Edge and
Richards refer, was similar in that it too saw the need for language teaching research to engage more
fully with the social sciences. Given the diversity of cultural and educational settings globally in
which English was being taught, and the largely oneway flow of ‘centre’ knowledge and expertise to
the ‘periphery’, Holliday (1996: 234) made the case for a ‘professional sociological imagination’ on
the part of researchers. This would entail a focus on ‘the multiplicity of relations between students,
educators, the community’ on the one hand, and ‘the people, material, and concepts which the
profession transports across cultures’ on the other.
While many areas of applied linguistics did indeed become more interdisciplinary, David Block,
Marnie Holborow and I have argued that political economy remained something of a blind spot for
the field. From our perspective, political economy is understood as ‘a pathway to interdisciplinarity
which combines branches of economics and politics in order to understand how social institutions,
their activities and capitalism influence each other in various ways’ (Block et al., 2012: 2). Overall,
we underline the need for applied linguistics research to engage with the political, economic and
ideological dimensions relating to language and social identity, but also to second language teaching
and second language teacher education. However, while recognising the interdisciplinarity (albeit
with some lacunae) in areas of applied linguistics post-Rampton (1997), we also noted that in many
ways ELT research had not followed suit, despite the fact that the ELT industry is an area of applied
linguistics activity in which politics and political economy clearly come together. Teaching is
perforce a highly politicised activity and commercially produced materials exert a powerful influence
over what takes place in many classrooms around the world.
In this respect the materials literature could be seen as being a case in point. In the state-of the-art
paper referred to above, Tomlinson (2012: 144) states that ‘[g]iven how important language-learning
materials are, it is surprising how little attention they have received until recently in the literature on
applied linguistics’. In this assessment he is correct, and it is in no small part due to his own
contribution over many years that language teaching materials have begun to receive more serious
academic attention (see Harwood, in press; Harwood, 2010; McGrath, 2013; Tomlinson, 2013). As
he suggests, the lack of attention can be attributed to the fact that materials were traditionally seen as
being mainly the preserve of practitioners or as an adjunct to the study of methods. Also the fact that
published materials originate in the commercial sector may have meant that many researchers saw
them as falling outside the traditionally understood remit of applied linguistics research. So far, as
suggested above, the burgeoning literature referred to by Tomlinson has focused mainly on materials
as curriculum artefacts. The writers contributing to this volume take the view that there is a need to
complement this work by focusing on materials in more interdisciplinary ways and indeed that it is
only by doing so that we can come to a deeper understanding of them. This leads to my final point
about materials analysis and its relationship with materials development.
Materials analysis
Materials development, as Tomlinson (2012: 143–4) points out, is firmly focused on the practice of
teaching, and
refers to all the processes made use of by practitioners who produce and/or use materials for
language learning, including materials evaluation, their adaption, design, production, exploitation
and research. Ideally, all of these processes should be given consideration and should interact in
the making of language learning material.
From this perspective, materials development is the superordinate term comprising evaluation and
analysis. Tomlinson argues that evaluation is carried out with a view to the potential effects of the
materials on language learners, an activity which is seen as being very different from materials
analysis, which ‘focuses on the materials and aims to identify what they contain, what they ask
learners to do and what they say they are trying to achieve’. And he adds, that while ‘aiming to
provide an objective account of the materials [ … ] the selection of questions is inevitably subjective
and there is often a hidden agenda which it is hoped the revealed data will support’ (p. 148).
My own view is that materials analysis, precisely because it is focused on content (including the
ways in which content comes into being and the ways in which it is used in classrooms), is best
understood as an activity which does not take place under the umbrella of materials development.
While the aim of materials development is the (immediate) production of materials for use in specific
classrooms, analysis tends to be more concerned with identifying and interpreting actually existing
content (whether contemporary or historical). From this perspective, materials are seen not only as
mediating tools of subject knowledge but also as instruments for the ideological reproduction and
legitimation of interested knowledge – palimpsests in which versions of events and worldviews are
recoverable through systematic analysis. At the same time, they are commodities (certainly in the case
of textbooks) which have been produced for the making of profit and require being seen as such.
While agreeing that there is often an ‘agenda’ in materials analysis beyond the analysis itself, I would
argue that it is not hidden. Certainly much of the analysis of mainstream education materials (referred
to above) has been conducted within a critical theory research paradigm and, as such, has been
motivated by a clearly articulated concern with social justice (e.g. Anyon, 1981; Apple, 1985;
Provenzo et al., 2011), while all the time implying that better materials could be developed in the
future (and could have been developed in the past).
From this perspective materials research might be a more appropriate superordinate, consisting of
materials development on the one hand and materials analysis on the other. When seen thus, research
in our own field appears lopsided, with materials analysis lagging behind the advances already made
in materials development (and materials analysis in other subject areas).
Some of the chapters which follow address issues in materials development and materials
analysis, while some are mostly concerned with analysis – not only of content on the page, but of
content as it is used in classrooms (see chapters 4 and 5). Collectively they can be seen as an attempt
to address something of this imbalance in the language teaching materials literature. Many of the
contributors engage in qualitative content analysis which Nigel Harwood (2010) has described as
being concerned with an interpretive orientation in which the aim is to uncover the meanings and
values being associated with the language being taught. However, as Jason Nicholls (2004: 33) has
argued, many materials analysis studies ‘while rich in descriptive detail are short on robust critical
analysis’. And he adds:
textbook research needs to become more robust and accountable in order to affect, convince, and
persuade positive change. In short, the field needs to become more critical, questioning and
defensible. To do this researchers will need to connect with the philosophical dimension in their
work, to ask themselves fundamental questions about why they are comparing the portrayal of
particular issues across texts, and to consider the grounds upon which analyses are justified.
It is hoped that the chapters which follow will prove to be both philosophically coherent and robust
on analysis and that the volume as a whole may serve as an incitement and guide to further research in
the area of language teaching materials research.
Notes
1. These were the British equivalent of the North American ‘Dick and Jane’ books.
2. The feminism of the second half of the twentieth century, which was focused largely on ‘white, middle-class, heterosexual women in
Western contexts’ according to Sara Mills and Louise Mullany (2011: 15). This is perhaps a little unfair as many scholars such as
Kate Millett (1970), Zillah Eisenstein (1979) and Monique Wittig (1993), to name but a few, did indeed focus on issues of class, race
and sexuality.
3. This term was coined by the North American sociologist C. Wright Mills (1959: 6) who states that it ‘enables us to grasp history and
biography and the relations between the two within society’.
2
Telling Tales: Changing Discourses of Identity in the ‘Global’
UK-Published English Language Coursebook
John Kullman
Introduction
The English language coursebook is a pedagogical tool but also a cultural artefact and, in evaluating
any cultural artefact, there must be a consideration of the culture within which this artefact is
produced and the prevailing discourses that have shaped it, as well as its own role in influencing
current and future discourses. Lave and Wenger (1991: 52–3), in discussing the situated nature of
learning, write that:
Activities, tasks, functions and understandings do not exist in isolation; they are part of broader
systems of relations in which they have meaning.
These broader systems of relations are given little attention in literature on the design and evaluation
of language teaching materials and tasks. The primary focus of such literature has been to provide the
reader with the tools to analyse whether and in what respects materials and tasks reflect ‘established’
and ‘accepted’ principles of language teaching methodology. There have been few in-depth
explorations of why the coursebook is as it is, or of possible links between coursebook content and
broader changing cultural, historical and socio-political systems of relations. This chapter explores
the stories learners are asked to tell about themselves in global UK-published English language
coursebooks written for and used by young adults studying in a multiplicity of contexts. In doing this I
draw on perspectives from the fields of cultural and media studies, discourse studies, narrative
theory, psychotherapy and social, cross-cultural and critical psychology and suggest that an
understanding of powerful discourses of identity can help us answer the question of why the global
coursebook is as it is. I conclude by considering the implications for all those involved in the writing
and publication of global coursebooks, as well as the teachers and learners who use them.
when we speak or write we always take a particular perspective on what the ‘world’ is like. This
involves us in taking perspectives on what is ‘normal’ and not; what is ‘acceptable’ and not; what
is ‘right’ and not, what is ‘real’ and not; what is the ‘way things are’ and not; what is the ‘way
things ought to be’ and not; what is ‘possible’ and not; what ‘people like us’ or ‘people like them’
do and don’t; and so on (p. 2).
These perspectives on the world are reflected in the ways people narrate the stories of their lives,
and ‘it is in narrative that we construct identities’ (Benwell and Stokoe, 2006: 130). Those working
in the field of narrative theory have pointed to how individual narratives are themselves inextricable
from social narratives; for Stephenson (2000: 117–18), ‘one way in which individuals strive to make
sense of their lives is to try to relate their own story to a broader cultural or historical narrative’. A
key point made by Somers and Gibson (1994: 73) is that these broader narratives are, though,
dependent on context: ‘The extent and nature of any given repertoire of narratives available for
appropriation is always historically and culturally specific’. An inevitable result of such historical
and cultural specificity is that in any cultural context certain narratives will be dominant, secondary
or suppressed. The consequence is that ‘narrative structures set certain limits over who we can be’
(Gergen, 1999: 70) and ‘those who cannot identify with the dominant narrative are likely to feel
alienated and excluded’ (Stephenson, 2000: 118).
The notion that certain narratives come to be dominant in and across particular cultural contexts at
particular times means that narrative analysis needs to address questions of ideology and power;
questions at the heart of CDA, since language use is ‘shaped by relations of power, and invested with
ideologies’ (Fairclough, 1992: 28). Much of the work done by critical discourse analysts (e.g.
Fairclough, 1995, 1999; van Dijk, 1998) draws, either implicitly or explicitly, on the ideas of
Foucault, who writes of ‘regimes of truth’ in a particular society at a particular time. These are:
the types of discourse which it accepts and makes function as true; the mechanisms and instances
which enable one to distinguish true and false statements, the means by which each is sanctified;
the techniques and procedures accorded value in the acquisition of truth; the status of those
charged with saying what counts as truth.
(Foucault, 1980: 131)
An order of discourse:
governs the way that a topic can be meaningfully talked about and reasoned about. It also
influences how ideas are put into practice and used to regulate the conduct of others.
(Hall, 1997: 42)
An important notion for Fairclough (1995: 102) is ‘technologization of discourse’, a process which
involves one discourse community being colonised by, and embedding in its own discourse, the
discursive practices or genres of another, often unwittingly. Fairclough refers to how the discourse of
education has been ‘technologized’ by other discourses and genres, and refers to the work of Postman
(1987), who is concerned with how the discourse of education has been ‘technologized’ by television
genres.
purvey dominant versions of everyday Discourses, which are at odds with the discursive histories
and experience of students from non-dominant social groups.
More specifically, Csikszentmihaly (1996: 130) is concerned about how a powerful globalising
educational order of discourse defines:
a tacit set of rules that regulate linguistic practices such as what can and cannot be said, who can
speak with the blessing of authority and who must listen.
For Hyland (2000: 108) textbooks themselves are ‘largely creatures of their own communities’ and
are interdiscursive configurations of the conventions, values, practices, activity types and so on that
together constitute a particular order of discourse.
English language teaching materials are never neutral, and indeed represent very particular
understandings of language, communication, learning, education, and so on. Such understandings,
in turn, are also not merely random views but rather part of a broader range of discursive and
cultural practices that emanate from the West.
A small number of attempts have been made to identify these ‘very particular understandings’
including that of Luke (1989), who applies Foucault’s notion of orders of discourse as well as Eco’s
notion of ‘open’ and ‘closed’ texts (1979). Luke (1989: 71) concludes that:
most textbooks are ‘closed’ in that they rely on extreme linearity and conventionality in the
presentation of surface images; possible worlds are precluded and conflated, brought into
alignment with a prescriptive norm, while the narrative is driven along in an utterly formulaic
series of ‘causal chains’ [ … ] the systematic elimination of alternatives enables the author of the
closed text to draw all possible worlds into a single unitary ‘correct’ version.
A valid criticism made of those (e.g. Dendrinos, 1992; Alptekin, 1993) who have emphasised the
ideologically driven content of ELT materials is that there has sometimes been a tendency to assume
too readily that just because certain ideological meanings are encoded and certain discourses of
identity are privileged in coursebooks, learners will somehow embrace and appropriate these
discourses of identity. Canagarajah (1999: 91), for example, claims that the content of the English
language coursebook is: ‘reframed, reinterpreted, and “rewritten” by students’ counter-discourses’,
which serve to ‘detach themselves [the students] from the ideology of the textbook [ … ] and
construct for themselves more favorable subjectivities and identities’.
While I accept the view of Canagarajah, I believe that we can only come to a nuanced
understanding of the process of how learners construct ‘more favorable subjectivities and identities’
if we identify those discourses of identity embedded in their coursebooks. In doing so, I concur with
Fairclough (1995: 6), who, while acknowledging that ‘any reading is the product of an interface
between the properties of the text and the interpretative resources and practice which the interpreter
brings to bear upon the text’, believes that ‘the range of potential interpretations will be constrained
and delimited according to the nature of the text’. In applying Fairclough’s words to UK-published
global course-books, we need to consider in what ways ‘potential interpretations’ might be
‘constrained and delimited’ by the topics, texts and tasks that are commonly to be found in the
contemporary coursebook, and how these are framed.
In attempting to answer these questions the work of those who have attempted to determine the
nature of the news media is a useful guide. The work of Gitlin (1980) was instrumental in alerting us
to the processes by which decisions are made in news media organisations on what items to report
and how to report them, and employed the term ‘framing’ to describes the process by which a
particular news item is presented to the audience. News frames are:
principles of selection, emphasis and presentation composed of little tacit theories about what
exists, what happens, and what matters.
(Gitlin, 1980: 6)
Altheide (1996: 31), in analysing in detail how such frames operate, describes a news frame as:
the focus, a parameter or boundary, for discussing a particular event. Frames focus on what will
be discussed, how it will be discussed, and above all, how it will not be discussed.
A major problem for Chomsky (1992) is that the range of frames employed by all but a few dissenting
news media organisations is limited in the extreme. The result is that the news media provide us with
‘a very narrow, very tightly constrained and grotesquely inaccurate account of the world in which we
live’ (Chomsky, 1992: 6). Hall (1996: 425) argues that this is because the global news media is
controlled by and reflects the ‘maps of meaning’ of a narrow elite. For Hall (1996: 425) these maps
of meaning are taken by key gatekeepers in the global news media to be culture-free or culturally
neutral and:
it is assumed that there is, basically, only one perspective on events; that provided by what is
sometimes called the culture, or the central value system.
Parallels can be drawn between criticisms of the mono-cultural perspective of the global news media
and criticisms in the field of ELT of the lack of consideration of context and culture in much
discussion of methodology. In contrast to the field of media studies, however, in ELT there has been a
relative paucity of micro-analysis of how published materials frame the world, the people in it and
the learner. In the rest of this chapter I trace how global UK-published ELT coursebooks for the young
adult learner have themselves been characterised by certain frames and discourses of identity.
Categories and variables initially guide the study, but others are allowed and expected to emerge
throughout the study, including an orientation towards constant discovery and constant
comparison of relevant situations, settings, styles, images, meanings, and nuances.
(Altheide, 1996: 17)
Altheide employs the term ‘protocols’ which are lists of ‘questions, items, categories, or variables
that guide data collection from documents’. In quantitative content analysis where ‘the emphasis is on
obtaining data that can be counted and analysed statistically’, protocols ‘tend to have numerous
categories or variables’ and tend to be ‘precoded before data are collected’. Conversely, protocols
for qualitative content analysis ‘tend to be less precise and fairly short’; they ‘may have some
precoded items for each of the categories, but most are likely to be coded and given “refined
meaning” after the data have been collected’ (Altheide, 1996: 26).
In the initial analysis a number of protocols were developed with regard to the following general
areas: which topics are included; what types of people are represented; which elements of language
and communication are prioritised; what settings and contexts are included for the presentation of
language; how the learner is positioned; what type of texts in general are used and their sources; what
task types are present, what learners are asked to do in tasks and what roles they are asked to play;
what features of design are common; and what sort of visual images are included. I started by making
detailed notes on each of the 12 coursebooks in respect of these eight categories, accompanied by
comments, questions and comparisons with other coursebooks. Subsequently the opening units of the
six intermediate coursebooks were analysed with the use of protocols which had by now become
increasingly detailed (see Appendix at the end of this chapter for protocols used in the analysis of the
opening units).
• in what ways are features of personality and personal qualities focused on, how are these framed
and what are learners asked to do in tasks where these are the focus;
• in what ways are lifestyle practices focused on, how are these framed and what are learners asked
to do in tasks where these are the focus;
• in what ways is personal change focused on, how this is framed and what are learners asked to do
in tasks where this is the focus.
Can you …
always tell people what you really think?
relax with people you don’t know?
usually get what you want?
keep calm in stressful situations?
keep your temper under control?
laugh at yourself?
always see both sides of an argument?
ignore criticism easily?
express your feelings easily?
In both Reward Intermediate and Headway Intermediate, the quiz is followed by an activity which
asks learners to match adjectives with these general descriptions of character traits and behaviour in
generalised situations. Three of the ‘qualities’ in the quiz which are particularly worthy of comment
are: ‘Can you always tell people what you really think’, ‘Can you usually get what you want?’ and
‘Can you express your feelings easily?’. These ‘qualities’ relate to ‘assertiveness’, a particularly
common ‘quality’ promoted in the personality quizzes found in the coursebooks surveyed. Such a
tendency is apparent, too, in Studying Strategies (Abbs and Freebairn, 1982: 86–9) and a quiz
entitled ‘Are you assertive enough in today’s difficult world?’. In Speakout Upper Intermediate
(Eales and Oakes, 2011: 13) a personality quiz again appears and learners are asked to decide
whether they agree or disagree with ten statements, two of which relate to a lack of assertiveness: ‘I
often hesitate to speak to groups because I get embarrassed easily’ and ‘I get nervous in large groups’.
A third statement is ‘When I was younger I was often awkward in social situations, but not any more’.
Common to Reward Intermediate and Workout Upper Intermediate are tasks which direct the learner
to make judgements about people’s personalities from drawings or photographs. In Workout Upper
Intermediate (Radley and Millerchip, 1993b: 77) a unit entitled ‘Personality’ begins with close-up
photographs of seven individuals’ mouths and faces, and learners are asked to match the mouths with
the faces. Learners are subsequently asked, from the visual image alone, to ‘describe the facial
characteristics and personality’ of each of the seven individuals.
Lifestyle
A recurring theme in coursebooks published since the end of the 1980s is lifestyle. Indeed, the first
unit of Workout Upper Intermediate is entitled ‘Lifestyle’. Learners are first asked to discuss with
other learners: ‘Which of these three things do you consider necessary for a satisfactory lifestyle?’
from the following list: money; a nice house; a car; friends; exciting holidays; living in town; living in
the country; good food and drink; a successful career; a happy relationship. Particularly noticeable
about this task is the narrow choice provided to learners with the absence of factors such as religion,
health, security and family and the emphasis on affluence. The rest of the page on which this task
appears is dominated by six colour photographs which feature the following individuals and groups
of people: a close-up of a young white woman and her son of about four years old (who, from the
style of their dress, appear to be fairly affluent) playing together in a park or garden; a young Chinese
boy of about four years old on the street in a Chinese city being spoken to by a soldier in uniform who
is kneeling down, with three onlookers; a young white boy of about 18 months old on his own
surrounded by children’s books; an Asian teenage boy doing schoolwork at a desk; a group of five
young children playing next to a small stream in what appears to be a poor shanty town in Latin
America; a group of 19 black African men, women and children, photographed from a distance and
standing outside a poorly constructed small brick building with a tin roof. After looking at the
photographs, learners are asked to discuss: ‘Which of the children in the photos do you think have the
happiest lifestyle? Why? In what ways could the children disagree with you? Our ideas about what is
necessary for a good lifestyle change as we get older. Why is this?’. When we consider the
conjunction of text and image in the coursebook, the most striking effect is the incongruity between
many of the factors highlighted in the first activity which may be ‘necessary for a satisfactory
lifestyle’ and the apparent poverty of the people featured in the Latin American and African settings.
On the following page, before listening to a text, learners are asked to consider the following
question: ‘How much can you tell about a person’s lifestyle and attitudes to life just by looking at
them? Which of these things give you a clue?: facial expression; clothes; ways of standing or sitting;
anything else?’ (Radley and Millerchip, 1993a: 8).
In Reward Upper Intermediate (Greenall, 1996: 60–1), in a unit entitled ‘Lifestyles’, there is
another example of how learners are encouraged to differentiate themselves from others. This begins
with learners being asked to list and rank ‘important things in your life’ and follows tasks in previous
units that have asked learners to: consider which of a list of inventions (including television, the light
bulb, the computer and the petrol engine) have ‘made the most important contribution to people’s
lives’ (p. 46); decide which of a list of items of technology they might find in the home; rank a list of
‘features of a holiday’ (p. 28); answer a questionnaire and be judged against a key to decide if they
are ‘true gourmets’ or not, and if not, to adjust their eating habits to be more adventurous (p. 50).
Learners are then asked to read an article on the Amish community in the US and, after work on the
text, to talk in pairs about ‘how your lifestyle would change if you had to live without: electricity;
motor vehicles; central heating; plumbing’ and to consider ‘if there is any other aspect of your modern
lifestyle which you couldn’t live without?’ (p. 61).
The emphasis on consumption is also found in Cutting Edge Intermediate (Cunningham and Moor,
1999a). In a module entitled ‘Things of importance’ consumer objects are the focal point. In one
component of the module (pp. 84–5) learners are directed to ‘describe a personal or ideal
possession’ and are provided with ‘useful language’ which includes the following phrases: ‘One of
the most precious things I own is …’ ‘I’ve always wanted …’ and ‘Something I’d love to own is a …’
Learners are then asked to look at photographs of four people and five objects and to decide which
object belongs to which person before a listening text. This is followed by a task which requires
learners to talk to others about their most treasured possessions and why they are important to them.
In the Speakout series an emphasis on lifestyle continues. A task similar to the ‘Which of these
three things do you consider necessary for a satisfactory lifestyle?’ in Workout Upper Intermediate
appears in Speakout Upper Intermediate. Interestingly, in this task learners are asked to discuss
which are the three most and least important ‘ingredients of happiness’ (Eales and Oakes, 2011: 29)
from ten choices provided: a life partner; peace and quiet; a nice car; free time; friendship; sport or
exercise; money; future plans; good food; music. After listening to a recording of a man completing
this survey, they are then asked to ‘prepare a short happiness survey’ to carry out with other students
in the class.
Personal change
The emphasis on the development of personal qualities, most notably assertiveness, and on the
‘improvement’ of lifestyle are linked to a more general tendency prominent in the coursebooks
published since the late 1980s, that of personal development and change. In both of the Cutting Edge
books, learners are instructed to focus on diagrammatic representations of other’s ‘life stories’ and
then to relate these to their own lives. In Cutting Edge Intermediate life is depicted as a road
disappearing into the horizon flanked by signposts marked with different ages. Learners are instructed
to place particular ‘life experiences’ on the road, and then asked to talk about their own ‘life
experiences’ (Cunningham and Moor, 1999a: 36). In Cutting Edge Upper Intermediate (Cunningham
and Moor, 1999b: 8–9) learners are also asked to diagrammatically represent their lives in a ‘life
map’, and to explain this to other learners, having been provided with a framework indicating ‘past’,
‘present’ and ‘future’. In Speakout Intermediate learners are asked to go so far to imagine that they
are going to make a film about their lives and to choose five events to include which they then talk to
their partner about.
There is also an emphasis in the coursebooks published in the late 1980s and 1990s on personal
change and self-improvement related to healthy lifestyle practices. In the Kernel series learners are
never asked to consider their own health, while in Studying Strategies (Abbs and Freebairn, 1982:
62–5) patients are depicted in passive roles being treated by ‘experts’ and there is an emphasis on
symptoms, diagnosis, treatment and cure through surgery and other means associated with
‘conventional’ medicine. In contrast, in Headway Intermediate (Soars and Soars, 1986: 50) learners
are asked to make two lists, ‘What will make you live longer?’ and ‘What will make you die
sooner?’, and are asked to think about ‘these areas: job/ambitions/lifestyle/indulgences’, and then to
‘reduce your list to a “recipe” for a long life’. They then complete a questionnaire entitled ‘How long
will you live?’ before working out their own life expectancies. Workout Intermediate includes texts
and tasks relating to alternative health remedies, causes of death, personal health histories, healthy
and unhealthy diets and the consequences of having an unhealthy diet, preventative medicine, the
importance of fitness and ways of keeping fit, and the learners’ own fitness. In Reward Intermediate
(Greenall, 1995: 8–9), learners read a text on ‘couch potatoes’ and are asked to calculate if they are
couch potatoes themselves and to ‘check if there are any other couch potatoes in your class’.
In the second module of Cutting Edge Upper Intermediate (Cunningham and Moor, 1999b: 18),
entitled ‘Life’s ups and downs’, health is depicted as being intertwined with psychological well-
being with learners being asked to make lists about ‘things that are good and bad for you physically
and psychologically’. They are then asked to consider whether certain phrases (including ‘having
high/low self-esteem’, ‘feelings of aggression and hostility’, ‘a low-fat diet’ and ‘backache’) might
relate to ‘your physical health’, ‘your psychological state’ or ‘both’ (p. 18). After a reading text on
‘Are you on top of the world?’ and a related task, learners are asked whether reading the article has
‘made you feel that you should change any of your own habits or attitudes?’ regarding ‘what you eat
and drink’, ‘how much exercise you get’ and ‘your work and hobbies’ (p. 21).
The notion of personal change continues to be a key motif in the Speakout series. In Speakout
Intermediate (Clare and Wilson, 2011: 49) learners are asked to discuss if their ‘ideas, opinions,
hobbies, etc’ have changed since when they were younger (a similar task appears on p. 108); while in
Speakout Upper Intermediate (Eales and Oakes, 2011), after discussing their ‘hopes and plans for
the next five years’ and reading an example letter, learners are directed to ‘write a letter to your future
self to be opened five years from now’. Physical health is less prominent in the Speakout books, but
there is a considerable focus on emotions and therapy. One of the ten units in Speakout Intermediate
is entitled ‘Emotion’ and starts with a lesson on ‘Feeling Stressed?’. After reading a short text on ‘the
six basic emotions’ of fear, anger, distress, joy, surprise and disgust, learners are asked to discuss
when they last ‘felt these emotions’ and are then asked to complete a ten-item questionnaire in pairs,
which includes the following: ‘What makes you angry or annoyed?’; ‘What sort of things do you find
relaxing?’; ‘Is there anything you are frightened of?’; ‘What kinds of things make you worried?’
(Clare and Wilson, 2011: 68). Later in the lesson learners listen to a recording of a radio programme
on ‘destruction therapy’ and ‘laughter therapy’ and are asked for their opinions of these and whether
they would try them. Finally they are asked to complete five sentences ‘so that they are true for you’
and compare them with a partner, which include ‘If I’m happy, I usually …’ and ‘If I’m stressed, I
usually …’ (p. 69).
a person is someone with a self-contained mind and consciousness: a unique individual who is
separate and distinct from other people; each individual has one personality or a consistent set of
traits, characteristics, preferences or abilities which sum up that person’s true nature and which
could be described and measured.
(Wetherell and Maybin, 1996: 221–2)
Su also told me that too much self-expression or self-assertiveness, such as talking about one’s
personality or talking about their favorite things, can be sometimes too embarrassing.
Even in contexts where assertiveness is generally considered to be a positive personal attribute, the
verbal and non-verbal behaviour which characterises ‘assertive’ behaviour will differ according to
the many characteristics of individuals and the variables of the many different contexts that
individuals find themselves in (Wierzbicka, 1991).
An emphasis on lifestyle and on consumption has also been seen as a tendency that is peculiarly
‘Western’. Chaney (1996: 113), for instance, sees consumerism as the basis of life in Britain, and
more generally in the ‘West’, in the latter part of the twentieth century so that: ‘leisure activities
and/or consumer habits are becoming increasingly experienced by individuals as the basis of their
social identity’. Latouche (1996: 3) believes that this ‘Western’ model of lifestyle has been exported
and imposed on others in a ‘worldwide standardization of lifestyles’, which has entailed ‘domination,
with the attendant clashes of views, subjection, injustice and destruction’.
In the field of cultural studies there has been considerable discussion concerning how consumer
objects play an important part in identity formation. Sarup (1996: 105–7) refers to ‘the new world of
consumption’ in which there are ‘affluent individuals who are no longer surrounded by other human
beings, as they were in the past, but by objects’, so that there is the belief not only that ‘possession
and display of the signs of affluence will bring happiness and prestige’, but also that individuals are
buying into ‘an entire system of objects and needs’. For Sarup (1996: 107) in this system one is
‘induced to buy not a single object’ but also to ‘differentiate oneself socially’. In effect individuals
define their identity through consumption; it is not simply a question of identity being formed through
the acquisition of consumer goods; what becomes of central concern is the ‘stories’ which individuals
‘read into’ these goods:
identity becomes vitally and self-consciously enmeshed in stories which are read by consumers
themselves into innumerable, relatively mundane, mass produced objects which they buy, use or
own.
(Gabriel and Lang, 1995: 89)
For the British sociologist Giddens (1991: 5), the ‘stories’ that individuals in advanced industrial
societies in the ‘late modern world’ create around consumer objects combine in a process of ‘life-
planning’: ‘“How shall I live?” has to be answered in day-to-day decisions about how to behave,
what to wear and what to eat and many other things’. The combination of choices made by an
individual and the stories related to these choices entails creating a ‘biography’:
A person’s identity is not to be found in behaviour, nor, important though this is, in the reactions of
others, but in the capacity to keep a particular narrative going.
(Giddens, 1991: 53)
The use of the term ‘narrative’ in Giddens’ assertion that the search for identity is basically a question
of ‘sustaining a biographical narrative’ reflects other writers’ emphasis on narratives being a
particularly important feature of the ‘late modern’ or ‘postmodern’ age. A key work is that of Lyotard
(1984), who distinguishes between, on the one hand, the ‘grand narratives’ or ‘meta-narratives’ of
modernity, which emphasise coherent and definitive accounts of reality based on notions of scientific,
historical, social and psychological movements and progress, and the ‘little narratives’ of the
postmodernity of contemporary life which are characterised by more subjective and experiential
accounts of reality.
The examination by learners of how healthy their own and other learners’ lifestyle practices are,
noted above particularly in the later published coursebooks, can be viewed as a reflection of the
increasing medicalisation of everyday life (e.g. Stainton Rogers, 1991; Turner, 1995). This has
involved moving from a ‘medical’ to a ‘social’ model of health (Gillespie and Gerhardt, 1995). In the
former model states of health and ill health are ‘biological facts’, causes of ill health are identified by
diagnosis of physical symptoms by an expert, and treatment is conventional and its aim is to eliminate
the symptoms of ill health. In a ‘social’ model, on the other hand, ill health is caused by social factors
which are often controllable by the individual. The discourse is one of self-improvement, which
blames individuals for their unhealthy lifestyle practices and puts the onus on individuals to improve
their health by changing these practices.
The consideration of psychological well-being in the second module of Cutting Edge Upper
Intermediate is also part of a discourse of self-improvement that increasingly colonises the
coursebooks published in the 1990s that were surveyed. A number of social scientists (e.g. Rose,
1990; Rimke, 2000) have posited that the origins of a discourse of self-improvement that has
‘colonised’ education (and other professions) are to be found in psychotherapy. A result for Rose
(1990: 247) has been the proliferation of ‘techniques for examining and evaluating the self: modes of
self-inspection, vocabularies for self-description, ways of rendering the self into thought’. Lowe
(1999: 82) also writes of how in psychotherapy there is ‘the reification of Narrative as a foundational
form of knowledge’, which can, in turn, ‘lead to implicit assumptions about “better” or “more
appropriate” narratives’.
On the basis of this chapter’s analysis, the global UK-published course-book for adult learners at
the beginning of the twenty-first century can be said to increasingly ‘reify’ learner narratives and to
encourage ‘techniques’ of self-examination and self-evaluation and ‘vocabularies for self-
description’. A discourse of psychotherapy can be seen as a contributing factor in the increasing
amount of self-disclosure expected of the learner in coursebook tasks. Other possible underlying
factors can also be identified; a number of sociologists write of how in British, American and other
‘Western’ societies the ubiquitous presence of CCTV, the emergence of the internet, particularly
social networking sites such as Facebook and Twitter, as well as reality television, have all played a
part in creating a ‘surveillance society’ (Lyons, 2001, 2007) in which individuals (often willingly)
reveal intimate aspects of their lives and identities to public scrutiny. ‘Surveillance’ is also a key
notion in the work of Foucault and a prime example of surveillance for him (1979: 59) is the
‘Western’ tradition of confession which:
plays a part in justice, medicine, education [ … ] one confesses in public and in private, to one’s
parents, one’s educators, one’s doctor, to those one loves.
Conclusions
I noted at the beginning of this chapter the comments of Lave and Wenger (1991: 52–3) on the situated
nature of learning and the importance of understanding the ‘broader systems of relations’ which give
meaning to ‘activities, tasks, functions, and understandings’. Without a consideration of discourses of
individualism, consumerism, the medicalisation of everyday life and psychotherapy, it is not possible
to more than superficially account for the centrality of the learner and the autobiographies that
learners are encouraged through activities and tasks to recount in coursebooks published since the
late 1980s.
Allowing learners greater scope for relating the content of their own personalities, lives and
lifestyles in the English language classroom is a principle that few, if any, teachers would disagree
with. However, arguably, too little thought has been given to what it is that learners are asked to
recount about these personalities, lives and lifestyles, and how they are directed to do this. Are the
narratives learners are asked to recount ‘dominant’ and ‘culturally specific’ (Somers and Gibson,
1994: 73) with the result that a significant proportion of learners ‘feel alienated and excluded’
(Stephenson, 2000: 118)? The view of Sampson (1993: 142), a view that is of particular relevance to
a consideration of the coursebook, is that in any discipline: ‘dominant groups both wield their power
and ensure its maintenance by engaging in monologues masquerading as dialogues’. The global
coursebook can indeed be said to ‘masquerade as a dialogue’ in that, at first sight, it is seemingly
devoid of certain dominant images and contexts which reflect and promote a certain cultural
worldview and set of values, unlike coursebooks published in the UK for the global market in earlier
decades. However, I suggest that the global coursebook remains a ‘monologue’, which prioritises and
encourages certain partial understandings of identity.
How can the English language coursebook embrace and encourage true ‘dialogue’ in which
learners are enabled and encouraged to relate narratives that are not ‘channelled’? The potentialities
for true ‘dialogue’ can be found in reactions within psychology to what has been seen as the
univocality inherent to psychotherapy. These reactions are located within a movement termed ‘critical
psychology’, of which Parker is a key figure (1999, 2002), and which Sampson describes as being
‘dedicated to helping provide voice for those whose versions have rarely been accorded the kind of
legitimacy they deserve’ (2000: 3). In ‘critical psychology’ the notion that the therapist is an ‘expert’
whose role is to direct the therapeutic encounter according to a pre-determined format is challenged,
and therapists encouraged to ‘help their clients to understand the situated and relational nature of
selfhood, to allow them to understand their different voices’ (Hepburn, 2003: 83).
ELT is a profession which is truly global in its reach, and in which the coursebook is the most
obvious manifestation of that globalisation, with its marketing, adoption and classroom use in a
multiplicity of contexts. Not only those who evaluate, but also those who write and publish
coursebooks and other materials, as well as the teachers and learners who use the coursebooks, need
to address issues of culture and identity deeply, and not assume that there is a logical equation
between materials which appear at first glance to be safe and sanitised (in that they will not appear to
offend the cultural sensibilities of any particular user in any particular context) and the notion that
these materials somehow do not encode and embed particular culturally situated discourses and
perspectives on the individual. A first vital step in such a process is to revisit what has become a
rather tired and vacuous mantra in ELT methodology: ‘personalisation’. In doing so we need to start
with questions of what personalisation might mean and how it might be realised in English language
classrooms in different contexts in terms of the tasks that learners are asked to carry out. ‘Providing
voice’ for learners is not simply a question of providing opportunities in the coursebook for learners
to talk about themselves in ways that are narrowly channelled by coursebook tasks which impose a
certain way of personalizing. A lot of what might be seen as personalisation is what I call ‘channelled
individual personal response’. I would distinguish between an individual personal response, which
is an individual response by the individual learner to what the coursebook or teacher asks him or her
to do, and an individualised personalised contribution, which involves the learner making an
individualised choice about what he/she talks or writes about, and the ways he/she does so.
The teacher of English needs to be aware that every choice of material, activity, topic, text and task
cannot be divorced from broader discourses of identity. Many teachers of course can, and often do,
adapt course-books and help learners understand that coursebooks not only present very narrow
slices of life, but embody, and often impose, peculiar and partial discourses of identity. They are
assisted in their efforts by turning to the field of critical literacy and critical pedagogy (Wallace,
1992, 2001, 2002; Muspratt et al., 1997; Norton and Toohey, 2004), and to an approach which helps
learners to ‘challenge [ … ] particular ways of talking about persons, places, events and phenomena
and ways of talking to the reader – of positioning him/her in particular ways’ (Wallace, 1992: 61).
Appendix
Protocols used in the analysis of the first units of the six intermediate coursebooks:
1. The learner introduced/defined
Are learners asked to introduce themselves at the beginning of the unit? If not, how does the
unit begin? What other people and contexts are learners asked to focus on before being asked
to introduce themselves? How
are learners asked to define themselves? What aspects of their identities and lives are they
asked to talk or write about? Are they asked to place themselves or others in particular
categories?
2. Texts
What is the origin of the reading and listening texts? What and who do these texts focus on?
What are learners asked to do before, while, and after they attend to these texts?
3. Structuring and sequencing within the unit
How is the unit structured? Is the structuring determined by the reading and listening texts?
How far do the tasks serve as adjuncts to the texts and how far do they (help) determine the
structure? Can the structure of the unit be explained in terms of narrative?
4. Graphic and visual elements
What part do visual images play in determining the structure of the unit? What other functions
do visual images have? What people and places are depicted in the visuals? How are they
depicted?
5. Lexis
What lexis is included in the unit? What lexis are learners asked to use in talking/writing about
themselves and others? Is this lexis ‘factual’ or ‘evaluative’? Is there a pattern of binary
oppositions within the unit? Which lexis is denotative and which connotative?
6. Grammar
What contexts are provided for the presentation and practice of grammatical structures? What
are learners asked to talk/write about when using particular grammatical structures?
7. Transitivity/modality
How far are learners agentive and how far acted upon in the unit as a whole and in individual
tasks/sections? How are learners allowed choice in directing and talking/writing about
themselves as well as actions and events?
8. Discourse and pragmatics
What aspects of discourse are salient in terms of functions, register, speech acts, topic
management (including openings and closing, forms of address, directness/indirectness, turn-
taking, issues of face and self-disclosure)?
3
LGBT Invisibility and Heteronormativity in ELT Materials
John Gray
Introduction
In a newspaper article published in 2012, the writer and journalist Owen Jones concluded his
assessment of the evolving legal landscape surrounding homosexuality and changing social attitudes
in the UK as follows:
Thanks to the struggle of gay people, the law no longer writes us off as lesser human beings. It’s a
tremendous accomplishment that was achieved at great cost. But the struggle for ‘normalisation’ –
to be gay without anyone even raising an eyebrow – may have decades to go.
(Jones, 2012)
Jones is right about the extent of achievement, particularly since the 1960s, and about the inevitability
of ongoing political struggle. A similar view is taken by the sociologist Jeffrey Weeks (2007: 3), who
argues that in the first decades of the twenty-first century we find ourselves ‘in the midst of a long,
convoluted, messy, unfinished but profound revolution that has transformed the possibilities of living
our sexual diversity and creating intimate lives’. And he adds, ‘I believe the long revolution to have
been overwhelmingly beneficial to the vast majority of people in the West, and increasingly to people
living in the global South whose lives are also being transformed dramatically’ (p. 3). It is hard not to
agree with Weeks’ broadly optimistic assessment of change and what he sees as its global
ramifications. In State-sponsored Homophobia1 (Itaborahy, 2012), the most recent report by The
International Lesbian, Gay, Bisexual, Trans and Intersex Association (ILGA), it is pointed out that
while a total of ten countries (so far) allow same-sex couples to marry and a further 14 allow for
some form of civil partnership, 113 of 193 member states at the United Nations do not criminalise or
have decriminalised homosexual acts between consenting adults (i.e. nearly 60 per cent of member
states). That said, the report makes for chilling reading in its accounts of the worsening and in some
cases life-threatening conditions faced by those identifying as lesbian, gay, bisexual and transgender
(LGBT) in many parts of the world.
The social changes described by Weeks have more recently been explored by the sociologist Mark
McCormack (2012) with regard to schooling in the UK. In The Declining Significance of
Homophobia, an ethnographic study conducted in three schools among 16–18 year old males,
McCormack concludes that heterosexual masculinity is currently being redefined by modern British
teenagers and claims that his informants see acceptance of homosexuality as ‘cool’ and that they
openly engage in tactile expressions of affection with each other in the full knowledge that their
heterosexuality is uncompromised. McCormack argues that a number of factors have combined to
make homosexuality less of an unknown and feared phenomenon for young heterosexual males (and
indeed for young women as well). These include: the decline of Christianity in the UK (confirmed in
the 2011 census)2; the removal of the anti-homosexual clause in Section 28 of the Local Government
Act of 1988 (covering England, Wales and Scotland), which made it illegal for schools to teach ‘the
acceptability of homosexuality as a pretended family relationship’ (Local Government Act, 1988: 27);
the heightened media visibility of openly and unashamedly LGBT public figures from all walks of
life; and the role of the internet in disseminating information about sex and sexuality. Although the
attitudes and behaviour of the teenagers he describes are clearly indicative of social change, it is hard
not to see McCormack’s broader claims about the near disappearance of homophobia (i.e. the fear
and hatred of gay people) as excessively Panglossian. Stonewall, the UK’s most high-profile lesbian,
gay and bisexual campaigning group has consistently argued in a series of reports published
throughout the early years of this century that homophobic bullying is alive and well in British
schools (Hunt and Jensen, 2007; Guasp, 2009, 2012). The most recent of these reports, based on a
survey of 1,614 self-identifying lesbian, gay and bisexual young people aged between 11 and 19, was
carried out on behalf of Stonewall by the University of Cambridge Centre for Family Research. It
concluded that although reported homophobic bullying had decreased by 10 per cent since 2007
‘[m]ore than half (55 per cent) of lesbian, gay and bisexual pupils have experienced direct bullying’
(Guasp, 2012: 4). So although progress is real, at least in some settings, it is also clear that it is
uneven.
It is against this background of ongoing struggle and profound social change that this chapter is
written – specifically with regard to the treatment of LGBT issues in a variety of different types of
paper-based and electronic ELT materials. As pointed out in Chapter 1, the ways in which women,
people of colour, the disabled and the elderly are represented in UK-produced materials has changed
considerably. However, as Scott Thornbury (1999) pointed out some time ago, these regimes of
inclusivity do not extend to the representation of sexual minorities. ‘Where are the coursebook gays
and lesbians?’ he asks, before providing the answer – ‘They are nowhere to be found. They are still
firmly in the coursebook closet. Coursebook people are never gay’ (Thornbury, 1999: 15).
In this chapter I will argue that this kind of erasure can best be understood through the lenses of
heteronormativity (explained below) and commercialism. The remainder of the chapter unfolds as
follows: in the next section I continue with an extended discussion of heteronormativity – justified, I
would suggest, by the pervasiveness of this phenomenon in ELT materials and the implications this
may have for students and teachers in a variety of settings. From there I move on to explore LGBT
representation in a sample of contemporary ELT materials for use in a variety of different settings.
This is followed by an exploration of interview data in which a small group of UK-based lesbian and
gay teachers and teacher educators discuss LGBT representation in pedagogic materials, and LGBT
issues in ELT more generally. The chapter concludes with a short discussion of what I consider to be
the main issues arising with regard to LGBT issues in ELT materials.
Heteronormativity
As the legal scholar Rosie Harding (2011) suggests, the genealogy of the term heteronormativity can
most probably be traced to Adrienne Rich’s (1980) Compulsory Heterosexuality and Lesbian
Existence, a foundational text in lesbian studies. Although Rich did not coin the term (that would
come later in the work of Michael Warner, 1993), she was responsible for focusing attention on the
way in which heterosexuality was (and continues to be) repeatedly presented to women (via the
media, advertising, education, religious pronouncement, etc.) as the norm and the natural way of
things. However, from the second wave feminist perspective, it is a ‘man-made’ institution which
both demands the adherence of women to its main precepts and penalises their departure from it
(although clearly less so today in some settings). It is a short step from the concept of compulsory
heterosexuality to that of heteronormativity, which has been described by Deborah Cameron and Don
Kulick (2003: 55) as consisting of ‘those structures, institutions, relations and actions that promote
and produce heterosexuality as natural, self-evident, desirable, privileged, and necessary’. As they
point out, while the concept of compulsory heterosexuality is associated with feminist analysis and
specifically with the oppression of women by men, that of heteronormativity originates in (but is no
longer exclusively associated with) queer theory – namely the assemblage of theoretical positions, all
broadly post-structuralist in orientation, that coalesce around the critique of essentialised views of
gender, heterosexuality as an institution and the mechanisms by which it is privileged, naturalised,
and reproduced. From this perspective, heteronormativity can be understood in terms of what Pierre
Bourdieu (1972: 164) refers to as a doxa –that is as ‘an established order [ … ] producing the
naturalisation of its own arbitrariness’, something pertaining to the ‘world of tradition experienced as
a “natural world” and taken for granted’.
From the Marxist-influenced position I adopt here, the increasing plasticity of human sexuality in
the modern period (Giddens, 1992), and the emergence of sexuality-based identities and lifestyles
which presuppose a challenge to the heterosexual norm, can best be understood from the perspective
of the evolutionary impact of the capitalist mode of production on human sexual relations in general
and the ‘progressive differentiation of sex from the exigencies of reproduction’ (Giddens, 1992: 27).
In outlining this position, I will argue that while heterosexuality is far from compulsory for all under
capitalism, it can also be strategically privileged at times for a complex variety of reasons and I will
also suggest that commercial ELT is particularly vulnerable to this.
In Capitalism and Gay Identity, the historian John D’Emilio (1993) argues that it is capitalism
itself which permitted the emergence of the homosexual – not in the narrow sense as a type of desire
or behaviour (that clearly has a much longer history), but as an identity increasingly assumed by more
and more ordinary women and men in industrialised urban settings, particularly from the mid-
nineteenth century onwards. This modern ‘flourishing of homosexuality’ (Giddens, 1992: 28) only
became possible, D’Emilio (1993: 470) contends, as ‘wage labor spread and production became
socialized’ (i.e. moved out of the family as a productive unit). Similar points are made by the critic
Nancy Fraser (1998: 147), who argues that capitalism produces a gap ‘between the economic order
and the kinship order’ thereby allowing ‘significant numbers of individuals to live through wage
labour outside of heterosexual families’, and by the Marxist feminist Rosemary Hennessy (2000: 29),
who states that ‘new forms of identity [were] provoked by capitalism’s progressive impulses’. Same-
sex desire as a recurring human trait was thus enabled to find greater room for expression and
crucially the growth of the industrial city allowed for the initial development of thriving subcultures
and the later emergence of increasingly politicised communities (Robb, 2003). At the same time, it
needs to be underlined that, while capitalism may have permitted the emergence of homosexuality as
an increasingly assumed identity, it does not follow that all elements of the capitalist class (and
capitalist society more widely) welcomed this.3 How then, we might ask, given the affordances
created by capitalism for the pluralisation of sexual identities, can the pervasive power of
heteronormativity, and the heterosexism (i.e. the active discrimination by heterosexuals against
homosexuals) and homophobia that can accompany it, be accounted for?
In the first place it is clear that the accumulation of prejudice and taboo against same-sex sex pre-
dates the arrival of the modern era and the emergence of the homosexual as a specific kind of identity
– the sacred texts (and the interpretations placed on them) of many of the world religions, with their
origins in the pre-capitalist past, are a reminder of that.4 In the preface to the first edition of The
Origin of the Family, Private Property and the State, Friedrich Engels (2010 [1884]: 4) wrote,
‘[t]he less labor is developed, and the less abundant the quantity of its production and, therefore, the
wealth of society, the more society is seen to be under the domination of sexual ties’. In other words,
given the importance of the family in pre-capitalist modes of production and its role as a mechanism
for the protection and the inheritance of property, sexual ties as legitimised in powerful (and
frequently religious) belief systems about the nature of marriage, the secondary status of women,
honour and the family have tended to hold sway in such societies. That prejudice and taboo against
same-sex sex continue to endure today is evidence, as Raymond Williams (1973) explained (although
not writing specifically on the subject of homosexuality), of the complex and indirect relationship
between what Marxists refer to as the base (the economic structure of society) and the superstructure
(the world of politics, law, religion and culture in general), in which the latter is seen as being
‘determined’, or more accurately ‘conditioned’ or ‘shaped’ (Fraser and Wilde, 2011: 32–3) by the
former. Williams (1973: 6) argued that it was necessary to reconceptualise the relationship between
these two as follows:
We have to revalue ‘determination’ towards the setting of limits and the exertion of pressure, and
away from a predicted, prefigured and controlled content. We have to revalue ‘superstructure’
towards a related range of cultural practices, and away from a reflected, reproduced or
specifically dependent content.
From this perspective, the superstructure could be seen to contain what Williams referred to as both
residual and emergent cultures. Thus what today might be called ‘gay culture’ is an example of what
he termed an ‘emergent-incorporated’ culture, by which he meant ‘new meanings and values, new
practices, new significances’ (Williams, 1973: 11), to which we might add new ways of being, that
are increasingly recognised as legitimate and which become part of the dominant culture through, for
example, heightened visibility, changing social attitudes and legislation (e.g. state recognised same-
sex partnerships or the right of gay couples to adopt children). Residual culture, on the other hand,
refers to those meanings, values and practices which are ‘cultural as well as social’ and which
pertain to a ‘previous social formation’ – to which he added, ‘[t]here is a real case of this in certain
religious values, by contrast with the very evident incorporation of most religious meanings and
values into the dominant system’ (Williams, 1973: 10). Although the term ‘residual’ connotes
something that is left over from a process that is finished, Williams uses the term to suggest that which
endures and which may continue to have present relevance (and which, we might add, can be
strategically invoked when required).
Thus, we find that the idea of the idealised heterosexual family has been at times strategically
invoked by successive right-wing governments when the needs of capitalism (or parties representing
the interests of capital) have required it. This was evident during the early days of the AIDS crisis
when Margaret Thatcher (1987) famously invoked the family as the first line of defence against the
disease. The government which she led also introduced anti-homosexual legislation (Section 28,
referred to earlier) as a way of pandering to the right of the Conservative party (and traditionalists
generally) at the height of the moral panic generated by the AIDS crisis. This had far-reaching
consequences for education in Britain generally and, it has been suggested, may have impacted
negatively on the representational practices regarding gender and sexuality in UK-produced ELT
textbooks aimed at the global market (Burke, 2000).5 Nonetheless, this same Conservative party,
while in coalition government, brought forward legislation in 2013 for the introduction of gay
marriage – despite what might be called the residual challenge of various religious groups. The point
I wish to make is that political parties representing the interests of capital are far from monolithic in
composition and that at different historical moments they may strategically take up apparently
contradictory positions.
It should be clear therefore that capitalism does not require of necessity the denial of recognition
and rights to those identifying as LGBT, despite arguments put forward by critics such as Judith Butler
(1998: 41) who has taken the view that the ‘operations of homophobia are central to the functioning of
political economy’. In challenging Butler on this point, Fraser (1998: 146–7) argues plausibly that if
we were to accept that capitalism requires homophobia, then the struggle against it is perforce a
struggle against capitalism – a position which, she suggests, flies in the face of actual events:
the principal opponents of gay and lesbian rights today are not multinational corporations, but
religious and cultural conservatives, whose obsession is status, not profits. In fact, some
multinationals – notably American Airlines, Apple Computer and Disney – have elicited the
wrath of such conservatives by instituting gay-friendly policies, such as domestic partnership
benefits. They apparently see advantages in accommodating gays, provided they are not subject to
boycotts or else are big enough to withstand them if they are.
I will return to some of these points later, but suffice it to say here, other scholars (e.g. Sayer, 2005;
Benn Michaels, 2009) have made similar observations, namely that heteronormativity, heterosexism
and homophobia are not integral to capitalism. However, as we shall see in subsequent sections, this
does not mean that profit cannot be derived from heteronormativity (as indeed Fraser implies), in the
sense that specific markets, and in particular educational markets, may be identified as requiring
precisely this kind of content.
Methodology
To explore Thornbury’s (1999: 15) charge that ‘[g]ayness is about as omitted as anything can be’ in
contemporary UK-produced materials for the global market I examined a sample of ten contemporary
textbooks (Table 3.1) from five contemporary popular courses with a view to seeing if this remained
the case. I deliberately chose to focus on textbooks aimed at the lower level of proficiency as it is
here that vocabulary for talking about the family, family trees, the naming of relations and the theme of
relationships in general tend to be introduced. The treatment of such thematic content, as Thornbury
implied, is indicative of the textbook’s implicit stance on normative sexuality. At the same time, as
suggested by Stonewall’s guidance for the production of materials for modern foreign languages, such
content provides a natural context for introducing diversity (whether in terms of representing families
with clearly identified LGBT members, families in which the parents may be of the same sex, or
teaching terms such as ‘civil partnership’ alongside words such as ‘marriage’). I approached the
materials with the following questions in mind:
Table 3.1 EFL textbooks
Are there any representations of clearly identified LGBT characters in these textbooks?
If so, what forms do they take?
Is there any treatment of a topic related to sexual diversity (e.g. gay marriage) or the teaching of
lexis related to sexual diversity (e.g. lesbian, gay, straight, civil partnership, homophobia, etc.)?
If so, what form does it take?
By way of comparison, I also looked at three additional publications aimed at students in specific
local settings which I knew from my own reading explicitly addressed the subject of homosexuality.
These were Choice Readings (Clarke et al., 1996), a supplementary reading course produced for
migrants to the US; the National Institute of Adult Continuing Education (NIACE) Citizenship
Materials for ESOL Learners (2010), aimed at migrants to the UK; and Impact Issues 2 (Day et al.,
2009), a discussion-based supplementary textbook aimed at older teenagers in Pacific Rim countries.
As stated above, and in line with the approach taken in Gray (2010a), I also interviewed a number
of users of ELT materials – all of whom self-identified as lesbian or gay, and all of whom had
worked in a variety of settings in the UK and abroad, teaching, for example, English as a foreign
language (EFL), English for speakers of other languages (ESOL), English as an additional language
(EAL) and English for Academic Purposes (EAP). As Table 3.2 shows, this was an experienced
group of practitioners representing a wide range of different types of teaching in local and global
settings. The aim was to explore their thinking on the current state of play with regard to LGBT
representation in ELT materials and to elicit what they considered to be the key issues with regard to
materials design in the future (see Appendix for interview schedule). As part of the interview,
informants were also shown two pieces of material that included LGBT representation (details
provided below) and asked to say what they thought of them.
Textbook analysis
Global materials
For those readers who are familiar with UK-produced textbooks for the global market, it will come
as no surprise that the analysis revealed that there is no reference to same-sex sexual orientation in
any of the titles listed in Table 3.1. In the treatment of the family and in content on ideal partners,
internet dating and relationships, socialising, travelling and meeting new people, there is a blanket
avoidance of any representation of clearly identified LGBT characters. Occasional short texts about
gay figures (who might be familiar to students in some settings) do feature – for example Elton John
(Redston and Cunningham, 2006), Oscar Wilde (Clandfield, 2010) and Gianni Versace (Redston and
Cunningham, 2012). However, these are all notable for their avoidance of any mention of
homosexuality.
There are no reading or listening activities that suggest the existence of sexual diversity and in no
activities that students are asked to do is their being LGBT or knowing anyone who is LGBT in any
way implied. Rather what we see is the construction of a completely ‘monosexual community of
interlocutors’ (Nelson, 2006: 1) for the contextualisation and practice of the language being taught – a
suggestion that families are invariably made up of a mother and a father (with the exception of a
profile of a ‘single mother’ in Oxenden et al. [2004]), that uncles and aunts (where partnered) have
partners of the opposite sex and that being in a relationship, having relationship problems or finding a
partner are exclusively heterosexual matters. For example, in a unit on a recurring textbook theme
entitled ‘How we met’ (Redston and Cunningham, 2012: 16–17), students are taught a set of verbs to
enable them to talk about relationships. These include ‘get engaged to someone’ and ‘get married to
someone’, but not to ‘be in a civil partnership with someone’ – despite the fact that the 2012 edition
of this textbook was published seven years after the introduction of civil partnerships in the UK.
Students read and listen to accounts of how three heterosexual couples met and then do an exercise in
which they are asked to (1) ‘Choose a married couple you know well (you and your husband/wife,
your parents, other relatives or friends)’, (2) make notes on the couple and (3) share the information
with other students (p. 17). Although students could clearly opt to focus on a same-sex couple they
might know, it could also be argued that this is made less easy for them by the omission of any
representation of a same-sex couple from the preceding exercises, and indeed the book as a whole.
The message of erasure may well be taken by students as meaning that what is erased is off limits,
literally unmentionable in class.
Love as a theme in literature and film is also represented as invariably heterosexual. Thus a
reading on romantic films entitled ‘Five classic love stories – which one is yours?’ (Oxenden et al.,
2004: 45) lists My Fair Lady, The Bridges of Madison County, An Officer and a Gentleman, Romeo
and Juliet and Fatal Attraction – but not, for instance, gay classics such as My Beautiful Laundrette
or The Bitter Tears of Petra von Kant. On the few occasions when homosexuality could be inferred,
the textbook tends to provide clarification to the contrary lest readers get the ‘wrong’ idea. For
example, in a unit on food, students are introduced to male friends Duncan and Nick who appear to
live together, are shown compiling a shopping list and going out for dinner together. When the artwork
shows them cooking together, the accompanying listening text makes it clear that the meal they are
preparing is for their girlfriends (Soars and Soars, 2011). In similar fashion, students are informed
that a young man, who goes to a fancy dress party dressed as Marilyn Munroe, did not actually enjoy
wearing high heels and lipstick (Kay and Jones, 2009).
At the same time, familiar tropes from the mainstream press and the self-help literature on the
supposed essential gender differences between (invariably heterosexual) women and men are
recycled without comment – for example, how men and women shop differently (Oxenden et al.,
2004; Redston and Cunningham, 2012), how they prefer different kinds of food (Clandfield, 2010)
and how they talk differently (Kay and Jones, 2009; Latham-Koenig et al., 2012). With regard to the
latter, students are asked to categorise a set of utterances that include ‘But I just don’t need another
pair of shoes’, ‘Let’s switch off the TV, I want to talk about our relationship’ and ‘Shall I check the
tyre pressures when I get to the petrol station?’ under two headings: ‘Things women never say’ and
‘Things men never say’ (Kay and Jones, 2009: 76). Although encouraging students to categorise
women and men in such essentialised ways can be seen as deeply problematic (certainly from a queer
perspective), it also resonates with wider cultural assumptions. Cameron (2007) describes such
essentialised views of women and men as myths – on the one hand, patent falsehoods, and on the
other hand, part of a set of stories that circulate within contemporary (Western) society that are used
by the media to explain heterosexual women and men to themselves and to each other. These stories,
Cameron suggests, are repeatedly told – in books such as You Just Don’t Understand (Tannen, 1990),
Men Are from Mars, Women Are from Venus (Gray, 1992) and Why Men Don’t Iron (Moir and Moir,
1999) – at a time when gender differences are in fact being blurred by social, scientific and
legislative change. She speculates plausibly that they function as reassuring reminders of the
purportedly unalterable differences between women and men that many people have grown up with.
Thus, while women may be represented as being equal with men in these textbooks, they are, in
content such as this, also represented as being essentially different in ways that are wholly consistent
with the heteronormative construction of gender.
As I have shown elsewhere, ELT publishers are far from unaware of the nature of the material they
produce in this respect. In interviews carried out with senior figures at a major UK publisher, I was
told that a ‘love interest’ was usually included in textbooks aimed at the teenage market and that ‘it’s
always heterosexual’ (Gray, 2010a: 124). The informant, a senior editor, admitted to being
uncomfortable with the deliberate erasure of the possibility of same-sex attraction and stated that in
doing so ‘we’re not dealing with reality’ (p. 124), which she saw as often entailing uncertainty about
sexual orientation, particularly among teenagers. By way of explanation, she added:
I mean we have to compromise all the way down the line. The compromise is very hard and what
I’d like to do in a classroom with students, and what I would be able to do with raising
awareness, talking through things, you can’t expect that your teacher is necessarily going to want
to do that, and you can’t expect to raise certain, to force your teacher to raise certain issues,
because they’ll, because I mean the bottom line is we want our course to be bought.
While this sense of frustration was no doubt deeply felt, it can also be seen as an attempt to shift the
responsibility for such heteronormativity away from the publishers, as powerful regulators of content,
onto teachers as the users (or potential refusers) of content. From this perspective, it is the
conservative nature of the market that is to blame for the publishers’ reproduction of
heteronormativity. However, things may be a little more complicated than this – as I suggested in
Gray (2010a), where I referred to the changes imposed by the publishers on the second edition of
Framework Pre-Intermediate (Goldstein, 2008). Initially aimed at the southern European market, this
textbook was first published in 2003 by Richmond, which is owned by the Spanish Santillana
company. One unit contained four short texts accompanied by photographs in which couples
described how they met. One couple consisted of two men – Ricardo and Simon. The text simply
explained that they had met by accident at a New Year’s Eve party and that they had been together
ever since. The textbook’s commercial success led to its publishers deciding to bring out a new
edition and to introduce it into new markets deemed more conservative than those for which it was
originally designed. At this stage the gay couple was removed and replaced with a heterosexual
couple. As Goldstein pointed out (in Gray, 2010a) rather than produce two editions, the publishers
took the decision to produce one edition only. The refusal to produce two editions, one with and one
without the gay couple, was motivated entirely by commercial concerns and the incident provides a
clear example of how heteronormativity is the default position when profits may be at stake.
The same heteronormative practices are clearly at work in the textbooks listed in Table 3.1. These
are all examples of global materials, aimed at the widest possible number of buyers in as many
countries as possible – including some of those listed in the ILGA report (Itaborahy, 2012) as
sponsoring homophobia. Here too the reluctance to segment markets and include LGBT representation
in textbooks aimed at less conservative markets can be explained by the need to maximise profits.
Interestingly, the sociologist John Thompson (2005: 89) points out, with regard to Oxford University
Press and Cambridge University Press (both major ELT publishers), that ELT sales ‘have served in
many ways as the engines of growth for both organizations in the period since 1980’. And he adds that
‘[w]ithout the surpluses generated from ELT publishing, the financial performances of both OUP and
CUP over the last two decades would have been much weaker’ (p. 188) (see Gray, 2012a for fuller
discussion). In such a scenario, where company profits in one sector are in fact used to subsidise
activity in others, LGBT invisibility in ELT textbooks may seem to be a price worth paying. In this
way, as I suggested earlier, commercial ELT actively privileges heteronormativity and derives profit
from it.
Students are then asked to give their own opinions, but on those already articulated by the four
textbook classmates (e.g. ‘Do you think Shingo is right?’). Two model answers are provided in
speech bubbles – ‘I think Mark has the right idea. You shouldn’t believe what you hear. What do you
think?’ and ‘Yes, but I also agree with Iris. It really is difficult to ignore rumours’ (p. 59). In framing
the discussion in this way the expression of alternative views are potentially restricted – although
obviously the teacher or the students could subvert this. Having had their discussion, students are then
asked to consider a list of activities (such as ‘hold hands’, ‘kiss on the cheek’, ‘kiss on the lips’), and
answer the question: ‘Is it OK for best friends to do these things in your country? What if they are
men? Women? A man and a woman?’ (p. 60). Again the activity is framed in such a way that
normativity is not questioned, as the model discussion shows:
The final ‘I guess that’s OK’ carries the implication that while it may be OK for women, it is not OK
for men. Gayness as treated in this unit is clearly something for young people to be worried about, a
potential source of problems with implications for their reputation within their wider social networks
(in fact the initial dialogue makes it clear that one student has already refused to work with Mike on
account of the rumour). Overall it is difficult to see how any of the activities encourage critical
thinking or, given the framing of discussions, how they could facilitate genuine self-expression around
any of the issues raised by the material.
Somewhat different are the materials for migrants to the US and the UK. These are designed to be
explicitly informative about changing social attitudes and although they are clearly well meant, and
instances of the ‘emergent-incorporated’ culture referred to earlier, they are not without problems.
The NIACE material is linked to the UK government’s citizenship agenda and contains information on
civil partnerships and diverse families. However, a reading about two men who have a civil
partnership is accompanied by advice to the teacher on the potential difficulty of using the material:
This is a very sensitive topic and teachers will need to use their judgment and discretion in
deciding which activities are suitable for a specific group of learners.
(NIACE, 2010)
A similar warning accompanies the material on diverse families, which includes a picture of a
lesbian couple with their baby daughter. Teachers are told:
This could be a very sensitive topic; learners may be bereaved or separated from their families,
and teachers will need to use their judgment and discretion in deciding which activities are
suitable for a specific group of learners.
(NIACE, 2010)
That potential student bereavement could be offered (by the materials writers themselves) as a reason
not to use a set of materials on different kinds of families is an indication of the way in which any
mention of gayness in the context of migrant education in the UK is seen as requiring extreme
sensitivity (a point I will return to in the next section). Despite the fact that information about sexual
diversity has been included, the message to teachers would appear to be that such material may often
be too controversial to use.
No such reticence is found in the US material I looked at. Here students read about Elliott, a 4–5
year old who has been adopted by two men. The reading begins as follows:
Elliott’s family is his two fathers – his ‘Papa’, Dimitri, and his ‘Daddy’, Tom. Dimitri says,
‘Families come in all shapes and sizes. We happen to be gay men, two men who love each other,
but we do the same things that other families do – we make oatmeal for Elliott, we give him
baths.’
‘Dimitri and I knew when we first got together nine years ago that we wanted to be parents,’ Tom
explains. ‘We started to prepare for a family long before Elliott was born. That’s why we bought
our house’.
(Clarke et al., 1996: 44)
The reading is accompanied by a photograph of Dimitri, Tom and Elliott, smiling happily at the
camera, in what would appear to be a comfortable middle-class home. The text explains that although
the family is fully accepted in the neighbourhood in which they live, they are looking for a bigger
house to buy as they also have three dogs and are planning on adopting more children. Apart from the
fact that both parents are men, the picture painted is similar to that found in mainstream ELT materials
– namely, one of middle-class comfort, in which the characters appear to lead the lives they have
freely chosen for themselves and in which their exercise of choice is both unproblematic and
unimpeded. Dimitri and Tom are in fact early examples of what the sociologist Diane Richardson
(2004) refers to as ‘good gays’, a phenomenon she locates within the mainstream rights-oriented
quest for recognition and the right to be the same as everyone else – but in ways which do seek to
challenge the prevalent meanings associated with officially endorsed models of citizenship. That
said, this material is a clear attempt to redress an imbalance in the representational practices
normally found in ELT materials where, as I have shown, LGBT invisibility and heteronormativity
are very much the order of the day. It is also notable that this unapologetic representation of a
(middle-class) gay couple dates from a time when gay men in particular were still associated in much
of the mainstream media with HIV/AIDS (then still proving difficult to treat), which meant that they
were often represented as stigmatised carriers of disease (Sontag, 1989).
I now turn to the perspectives of lesbian and gay teachers and teacher educators with a view to
exploring their thinking on the representational practices I have just described. As we shall see, their
views suggest that LGBT invisibility and heteronormativity in ELT in general raise issues that go
beyond those solely of representation.
We’re part of the world and if the only representation of gays and lesbians that people get are
often negative ones, or like ‘I won’t know someone like that’ then people won’t understand each
other and there’ll be things that, you know, misconceptions, and people will think it’s not relevant
to them, but the student sitting next to them might be gay, their teacher in this case is gay, it is
relevant.
In line with Anthony Liddicoat’s (2009) assessment of the limitations of modern foreign language
materials, interviewees also took the view that the systematic omission of sexual diversity and the
pervasive heteronormativity of the materials they were familiar with meant that LGBT students were
frequently silenced or made to feel invisible, with negative consequences for students’ language
learning. This was exemplified by Cathy, who recounted how a lesbian friend had dropped out of an
ESOL class precisely for that reason. None of those interviewed said they were familiar with EFL
materials that included positive LGBT representations and none of them had previously seen the two
pieces of material I showed them in the interview – the short text about Ricardo and Simon from
Framework Pre-Intermediate and the reading about Elliott from Choice Readings. However, those
with recent ESOL experience were aware of the NIACE citizenship material and David, Mark and
Peter also reported being familiar with supplementary EFL materials in which homosexuality was
made available as a specific topic for discussion – although all of them stated they found the framing
of this generally problematic. By way of exemplification, David gave the example of an EFL
supplementary book which asked students to discuss the question, ‘Should homosexuality be illegal or
punishable in some way or other?’. Peter took the view that, rather than addressing gayness as a
problem or as a controversial topic for discussion, it should be included in units on relationships and
the family ‘because that’s where it would naturally occur in conversation’. For this reason he said he
liked the reading about Ricardo and Simon – ‘it’s just presenting things in like a natural context’. This
was similar to the view expressed by Mark, who saw it as a way of normalising diversity:
Just like that activity you showed me, if you’ve got four couples, have one of them as an LGBT
couple, have, you just make things like normal, commonplace, so you don’t have a big lesson on
we should be, we should all respect LGBT people, but it’s just, that idea of normalising, and
therefore it should come through, sort of, teaching material.
This is certainly the ‘mentioning’ approach (Apple and Christian-Smith, 1991) recommended by
Stonewall in their materials for modern foreign languages. Here it is suggested that in learning how to
talk about families, students can be given model sentences which include references to diversity, for
example ‘Le mari de mon oncle s’appelle Keith’ (translated as ‘My uncle’s partner is called Keith’)
(Stonewall website). In this way, it is suggested, LGBT recognition becomes part of the fabric of the
lesson – LGBT students may feel included and the legitimacy of an LGBT orientation is signalled to
the whole class. Mark’s final point about the focus coming through the materials themselves is
important as it means the individual teacher (and in particular the individual LGBT teacher who may
feel vulnerable in introducing the topic) does not have to engineer discussion – and run the potential
risk of being seen to bring their own concerns into the classroom.
At the same time, all the informants made it clear that LGBT representation raised a number of
issues that went beyond the words or the images on the page of a textbook or piece of material,
particularly in certain contexts. For example, Cathy, who referred mainly to ESOL settings, saw
LGBT erasure as ‘part of the kind of infantilisation of the classroom especially for adults’ which she
saw as typifying ELT pedagogy generally. However, she added quickly that in her view ‘it isn’t
enough to just bung it in to a set of materials and presume that’s going to be the matter sorted out’.
While discussing the reading on Elliott, she outlined her overall position more fully:
I would use it, I think it’s pretty interesting, but it’s pretty unbelievable in terms of its absolutely
kind of aspirational, positive, no problem here, there’s no discrimination, there’s no homophobia
and nobody gets any comments made about them [ … ] I think this could be really interesting if
you kind of handled it in a dialogic way, if you had an interesting kind of discussion arranged
around it, and you had a lot of trust in the group, and you had a diverse group, you know there’s a
lot to be done with that, but you would have to question how it was being presented as this
completely unproblematic story of two guys who just have this amazing life with no problems
[laughing] or with this kid [laughing] [ … ] this is as unrealistic in a way as some of the ELT stuff
that pretends gays don’t exist, like some of the gender stuff is as unrealistic, just because they’ve
turned the roles round, this is a role reversal and it’s actually deeply conservative.
Rather than simply normalising the topic, Cathy is clearly more concerned with challenging
representations she finds unrealistic or otherwise problematic, and exploring the associated meanings
with students in ways which are congruent with her overall subscription to critical pedagogy and a
desire not to talk down to them. Cathy’s concern is not with ‘mentioning’ as such, but rather with the
form the ‘mentioning’ takes. Her comment about the importance of trust and the kind of group is
significant though – as the kind of dialogic talk she sees as integral to teaching is potentially
challenging for both teacher and students. It also resonates with comments made by the other
informants who discussed this in greater detail with reference to the homophobia of some students –
an issue to which I now turn.
David told the story of how he had been working in a UK university language centre with a group
of students over a period of time and had come to feel that a degree of trust had been built up between
him and the group. When asked in class if he was married, he told them he was not. The students, who
were all from a country in which homosexuality is a punishable offence, then asked him about the ring
on his wedding finger. He took the decision to tell them that he was in a civil partnership – something
he had never done with a group before. On sharing this information he said ‘the whole thing crashed’
as the rapport and ‘the respect’ he had built up with the class disappeared. One of the consequences,
he said, was that ‘you also sort of connect with your own internal homophobia’. When I asked him to
elaborate on this, he said:
My own internal homophobia is sort of brought to life sometimes by, by the class or given, given
voice [ … ] we’ve grown up in a society which is predominantly straight, so we’re outsiders
anyway, so I think you, you keep that with you for a long, long time, maybe a very small amount
but it’s there and I think that classes can sometimes trigger that.
In this situation, David found himself misrecognised (described by Andrew Sayer [2005: 52] as ‘part
refusal of recognition and part stigmatised recognition’) in such a way that residual stigma acquired
earlier in life was reactivated (Goffman, 1968). Although none of the others mentioned ‘internal
homophobia’, they were all aware of the dangers associated with this kind of disclosure. Perhaps not
surprisingly, of the six teachers I interviewed, none of them (with the exception of David) had come
out to an entire class. Several had done so on an individual basis and often to LGBT students who had
come out to them, or who they wanted to reassure in some way.
What then are the conclusions to be drawn from these exploratory interviews? Overall this group
of informants accepted that there should be LGBT representation in ELT materials, and that LGBT
students were frequently silenced and rendered invisible by the overwhelming heteronormativity of
what was on offer. The inclusion of LGBT representation was not seen as entailing a pedagogy in
which disclosure was to be expected. As Cathy put it, gayness should be examined ‘as a set of
discourses’ rather than ‘as personal experiences and disclosures’ – unless of course, as reported by
Liddicoat (2009), LGBT students actually want to be able to talk about their personal life or say who
they had been to the cinema with at the weekend, in which case, materials which did incorporate
LGBT recognition could play an important role in signalling the legitimacy of that.
At the same time, the informants all agreed that LGBT recognition entailed developing the ability to
manage potentially difficult situations and that homophobia directed towards themselves or other
students was a potential risk in some teaching situations. For this reason, Susan, Ana and Mark
underlined the case for institutional support that went beyond inclusivity in textbooks. As Ana put it:
If you don’t have that drive from senior management to say we’re going to stamp on homophobia,
then if you are the teacher who tries to do something and you don’t have the support from either
your line manager or senior management, you’re, you’re setting yourself up to fail [ … ] even if
you had like gazillions of material available [and] every single coursebook’s got a section on
gender.
She also felt that homosexuality would always be misrecognised by some students and, precisely for
that reason, took the view that it was her job to teach what she called ‘the language of opinion’, rather
than ‘the language of insult’.
In the next section I consider briefly what I take to be some of the implications for ELT publishing
in the light of the analysis of the textbooks and the views of these informants.
Conclusion
Since the 1990s a steady stream of publications on LGBT issues aimed at language teachers (e.g.
Nelson, 1993, 1999, 2005, 2006, 2009, 2010; Curran, 2006; Dumas, 2010) and those working in
education generally (e.g. Harris, 1990; Pinar, 1998; Kumashiro, 2002; Toynton, 2006; Shelly, 2007;
Meyer, 2010) has been accompanied by the appearance of specialist journals such as the Journal of
Gay and Lesbian Issues in Education and the Journal of LGBT Youth. What these publications
demonstrate is that LGBT issues are increasingly being researched and discussed in ways that
commercial ELT can no longer continue to ignore. As the ILGA report referred to earlier shows, and
as scholars such as Weeks (2007) who take a historical perspective have argued, the movement
(however sluggish and backsliding at times) is towards greater recognition of the legitimacy of those
who self-identify as LGBT. And yet, as I have argued, LGBT invisibility and pervasive
heteronormativity remain entrenched in mainstream ELT materials, largely because of commercial
considerations and the refusal to segment markets.
However, evolving legal frameworks in the UK may help to facilitate change. The 2010 Equality
Act lists a variety of settings, including the provision of education, in which discrimination on the
basis of nine ‘protected characteristics’ is deemed illegal. Of the nine, three are directly relevant to
those identifying as LGBT – sexual orientation, being in a civil partnership and gender reassignment.
In turn, the government’s education inspection agency OFSTED has responded by updating its
Handbook for the Inspection of Further Education and Skills (2012: 38) by identifying LGBT
learners as a group whose ‘needs, dispositions, aptitudes or circumstances’ may mean that they
‘require particularly perceptive and expert teaching and, in some cases, additional support’. What
this means is that institutions will have to demonstrate that LGBT students are not being denied
recognition. This is clearly in line with the view taken by scholars such as Fraser (1998: 141), who
argues that the denial of recognition is a kind of harm ‘that any morally defensible social order must
eradicate’. Similarly Sayer (2005: 52), who points out:
Repeated refusal of recognition to an individual can produce serious psychological damage and
refusal of recognition to a group also damages its well-being and ability to function in wider
society.
The changed inspection framework in the UK presents institutions offering ESOL and ESOL
practitioners with a set of challenges that are wide ranging – but it is also an opportunity. As
suggested in this chapter, inclusivity in materials is one way in which redressive action can be
attempted and clearly UK publishers have a role to play (although institutional support and teacher
education will also have important contributions to make). That said, it would be naïve to assume that
LGBT recognition can be incorporated into UK-produced textbooks aimed at those markets in which
homophobia is institutionalised or state sanctioned (although the ethics of catering for such markets
should also be questioned). But not all markets are equally conservative when it comes to LGBT
representation – the success of Framework Pre-Intermediate (Goldstein, 2003) reported earlier was
proof of that. Market segmentation is possible and does take place when it is considered financially
worthwhile – see for example North American editions of popular global courses. Given that
textbooks of the kind listed in Table 3.1 are also used in ESOL classroom, it surely now behoves the
industry to move with the times, to rethink their representational practises with regard to LGBT
invisibility and heteronormativity in materials, and begin to segment markets along lines which are no
longer determined by the entrenched prejudices of their most conservative customers.
Appendix
Interview schedule
1. Do you agree with the assessment of some commentators that, although ELT materials aimed at the
global market are less sexist than previously, they continue to marginalise those who identify as
LGBT – in terms of who gets to be included?
2. Do you think it is important that there is LGBT representation in ELT material?
3. What do you think of these pieces of material? [extracts from Framework Pre-Intermediate
(2003) and Choice Readings (1996)]
4. Do you see any problems with regard to incorporating LGBT representation in ELT materials?
5. What do you think is the effect of LGBT invisibility in ELT materials on LGBT teachers/teacher
educators – and on those who are not LGBT?
6. What do you think is the effect of LGBT invisibility in ELT materials on LGBT students – and on
those who are not LGBT?
7. Can you think of a moment/incident/experience from your own teaching when an LGBT issue
became important – and if so, can you tell me what it was, and how you dealt with it?
8. What is the way forward – given the commercial nature of ELT publishing and the diversity of
contexts in which English is taught?
Notes
1. Itaborahy (2012: 5) points out that the draft report was reviewed by experts from Leiden Law School, The Netherlands, King’s
College, London and Birkbeck College, London.
2. McCormack has nothing to say about the increase in non-Christian forms of religious belief in the UK and the way in which being
religious can in some instances be understood to entail homophobic attitudes.
3. Nor indeed does it follow that the so-called socialist states of the twentieth century were any more enlightened in their treatment of
those identifying as homosexual. One only has to look at Cuba, particularly in the 1960s and 1970s, or Russia under Stalin for this to
become clear. In fact, capitalist and so-called socialist states have both at specific historical moments legislated against homosexuality
and actively penalised homosexual activity.
4. Clearly I do not wish to suggest that all religious people are homophobic.
5. Henny Burke (2000) speculated that the climate of caution created by Section 28 was such that UK publishers chose to avoid the
topic altogether. While this may have been an element, given that textbooks produced for the global markets were also used within the
UK, it is also certainly the case that commercial motives played a significant role in determining representational practices.
6. Pseudonyms have been used.
7. I am grateful to David Block for pointing this out to me.
4
The ‘Neoliberal Citizen’: Resemiotising Globalised Identities
in EAP Materials
Christian W. Chun
Introduction
Neoliberalisation is a globalising political project that has imposed painful economic measures on
millions of people in numerous countries. Vital social care budgets have been eliminated and,
particularly in North America, services such as public education are targeted for defunding and
privatisation as part of neoliberal restructuring policies at local levels. The consequences include
students suffering from larger class sizes and fewer teachers due to school programmes being closed
and staff lay-offs, all of which result in far less attention to individual learners at risk, particularly
English language learners.
In the past 35 years, neoliberalism has become an ‘everyday discourse’ (Leitner et al., 2007: 1).
This discourse has circulated a vocabulary in redefining our social interactions: phrases such as
‘flexibility’, ‘account-ability’ and ‘best practices’, regularly featured in corporate discourses, have
now been adopted in educational settings. With its aim to com-modify education, the neoliberal
project has aimed to foster a complicit depoliticised citizen/educational subject, which Brown (2005:
43) termed ‘the neoliberal citizen’. The concept of neoliberal citizenry represents the attempted
eradication of socio-political concerns and issues in its reducing active ‘political citizenship to an
unprecedented degree of passivity and political complacency’ (Brown, 2005: 43). By defining every
aspect of human life ‘in terms of a market rationality’, neoliberal discourse is intent on ‘extending and
disseminating market values to all institutions and social action’ (p. 40). This extension of market or
economic rationality aims to produce the ‘model neoliberal citizen [ … ] who strategizes for her- or
himself among various social, political, and economic options, not one who strives with others to
alter or organize these options’ (p. 43).
However, neoliberal policies have generated numerous contestations at various local levels such
as worker cooperatives, community enterprises and organised challenges in urban areas (Leitner et
al., 2007; Gibson-Graham, 2008). In the case of several English language classrooms, neoliberal
discourses have also been debated, including English language learners’ varying roles as either
passively complacent or as democratic activists articulating their own learning needs (e.g. Morgan,
1998; Benesch, 1999, 2001, 2006; Stein, 2004; Janks, 2010). What is at stake then is the need to
challenge these culturally politicised re-articulations of individuals as neoliberal citizens. Although
neoliberalism has claimed the notion of ‘individual choice’ as its defining feature, its policies are
fundamentally anti-democratic in their attempts to deny people their own voices in organising and
altering their options in society (Couldry, 2010).
Equally important is how particular neoliberal conceptions and portrayals of the economy, or what
Ruccio (2008: 7) terms ‘economic representations’, affect ‘how we understand [ … ] the
consequences of those representations in terms of reproducing or strengthening the existing economic
and social institutions and of imagining and generating new ones’. The economy is viewed here as
being ‘both determined by, and a determinant of, the social (including political and cultural) and
natural elements that make up the rest of the world, such that there is no clear line that can be drawn
between economy and non-economy’ (p. 10). As Ruccio points out, we need to consider both the role
‘diverse economic representations play in how [ … ] subjectivities and identities are constituted’ (p.
15), and how these representations are ‘produced, how they circulate, and the manner in which they
are contested in sites and practices throughout society’ (p. 15).
In contrast to the extensive research on neoliberalism in sociology, anthropology, geography, urban
studies and political economy in the past 25 years or so, it has only begun to be directly addressed in
the TESOL/applied linguistics field (e.g. Gounari, 2006; Holborow, 2006; 2007; Chun, 2009; Gray,
2010b; Clarke and Morgan, 2011; Block et al., 2012). Clearly, further exploration is needed,
particularly the ways in which these discourses are taken up in an English language classroom. This
chapter explores how discourses of neoliberal cultural identities and economic representations in
English for academic purposes (EAP) classroom materials were mediated in an advanced reading
and writing class in a university-level intensive English programme (IEP). The materials include both
an EAP textbook and YouTube videos selected by the instructor.
Viewing language and discourse as a social semiotic1 (Halliday, 1978; Kress, 2010), I examine
three strands of neoliberal discourses found in these EAP materials: (1) the neoliberal citizen as
entrepreneur of the self; (2) neoliberal globalisation as economic representation; and (3)
neoliberalisation as multiculturalism. These first two will be addressed in an analysis of the
participants’ viewings of the YouTube videos and their recontextualising these discourses in
classroom interactions. I discuss the instructor’s and students’ varying levels of critical engagement
with the EAP materials’ invested notions of neoliberalisation by examining the particular pathways of
their meaning making. For the third strand, due to space limitations, selected passages from the EAP
textbook unit used in the class will be analysed. I conclude by arguing that critical literacy pedagogy
can be used to deconstruct representations of neoliberal identities in EAP materials, and to help
students find ways to critically situate their own learning within the current global contexts of people
reclaiming their roles as democratic citizens.
What is ‘neoliberalisation’?
Watkins (2010: 7) argued that despite neoliberalism being ‘a dismal epithet [ … ] imprecise and
over-used’, it is necessary to have a term ‘to describe the macro-economic paradigm that has
predominated from the end of the 1970s’. Due to its dynamic, highly uneven and contested
developments, the term ‘neoliberalisation’ is used hereafter to emphasise these policies and
processes as a ‘syndrome’ rather than ‘neoliberalism’, which suggests ‘a singular entity, essence or
totality’ (Brenner et al., 2010: 330). Inasmuch as neoliberalisation is a complex ‘reorganization of
capitalism’ (Campbell, 2005: 187), one could ask, what is gained from labelling these reorganising
dynamics as such rather than simply using the term capitalism?
There are several important developments that have emerged since the 1970s that warrant this use
of ‘neoliberalisation’ in naming specific phenomena that have restructured capitalist systems. One
development is the increasing ‘extension of market-based competition and commodification
processes into previously insulated realms of political-economic life’, which have been ‘accelerated,
and intensified in recent decades’ (Brenner et al., 2010: 329). The promotion of the market as an
objective or neutral social mechanism is apparent in many governments’ ‘market-based, market-
oriented, or market-disciplinary responses’ (p. 329) to the systemic crises in capitalism in the past 30
years. Secondly, the attendant attempts to deregulate and privatise formerly state-owned enterprises
and defund social services have resulted in private capital accumulation through dispossession of
public wealth (Harvey, 2005). Lastly, both the massive deregulation of finance capital (particularly in
North America, the UK and Europe) and the outsourcing of manufacturing jobs by companies
searching for cheaper labour elsewhere have been integral to the dismantlement of post-1945 social
contracts in Europe and North America. Thus, employing ‘neoliberalisation’ can serve as a ‘means of
denaturalizing globalization processes’ (Peck et al., 2009: 97), and this act of denaturalising
involves examining how this particular face of capitalism has been constructed both ideologically and
politically.
1. Patrick Dixon: As these countries in Asia and Africa continue to generate economic growth,
as the number of middle class people in these countries aspires and gradually develops
Western-style lifestyles, you will see that their use of paper and cardboard will increase
dramatically. Now, I’m not saying that in India you’re going to get populations using 300
kilograms of paper a year as in the US, after all, the US is becoming more efficient with
recycling. The US is on a downward curve, as is the European Union, as is Australia, New
Zealand, Canada and the rest. What I’m saying is that India will, at the top end, eh, in its
wealthy population, will certainly achieve a likely target of 100 kilograms per person of
paper per year, maybe even 150, maybe even 200 kilograms of paper a year. And that’s going
to be a very different scenario than today when it’s played out in the global market. Now,
when we look at =2 (instructor pauses the video).
2. Teacher: = Is that information valuable?
3. Student 1: Yes.
4. T: Why?
5. S1: We have to invest in Kimberly-Clark!
6. T: OK.
7. Student 2: This guy must be really, really rich.
8. T: You must be?
9. S2: This guy must be =
10. T: = Really, really rich?
11. S2: If he can predict trends like that, he must be rich.
12. T: So why is it important, for the rest of you now, what do you think? How would you profit
from this information? Why is it important information? Why is it useful?
13. S2: If you would consider =
14. T: = Wait, wait, wait. Don’t. The rest of them. Let’s give everybody else a chance. (eight
seconds elapse) Maybe a better question is to whom is it useful? (six seconds elapse)
15. S2: To anyone who invests money?
16. T: To anyone who invests money? So just investors. The rest of you, you have anything to
say? What do you think? (23 seconds elapse) OK. (the instructor resumes playing the video)
The instructor’s opening move frames Dixon’s paper consumption forecast as being ‘valuable’ or not.
The first student’s suggestion that ‘we have to invest in Kimberly-Clark!’ (an American corporation
that sells paper-based products including facial tissues and toilet paper) appears to signify his
interpreting ‘valuable’ in this context to mean Dixon’s ability for profitably forecasting investment
trends. The instructor may not have intended or anticipated this direction as she responds in turn 6
with only an ‘OK’. The second student in turns 7 and 11 reinforces this by presuming Dixon ‘must be
really, really rich’ based on his ability to ‘predict trends like that’. The instructor continues their
framing by asking ‘how would you profit from this information?’ and ‘Why is it useful?’. Her choice
of the word ‘profit’ seems to be positioning her students as potential investors, or as if they were
business majors, although only three students (out of 11) in the class intended to study business-
related subjects.
However, in turn 14, the instructor recontextualises the issue when she asks ‘maybe a better
question is to whom is it useful?’. There is a six-second silence. Although she attempts to shift the
focus to whose interests this information might be of use, no student offers a response until the second
student says, ‘to anyone who invests money?’. Her response, ‘so just investors’ seems to make a move
to address alternative audiences for this video. After the instructor asks, ‘the rest of you, you have
anything to say? What do you think?’, a 23-second silence elapses before she resumes playing the
video.
I would like to highlight several aspects in this classroom exchange. Is the instructor here
positioning herself as someone who may be knowledgeable about business in her question to the
students on how they would profit from the video’s information? Is she addressing students, not all of
whom were interested in pursuing business-related degrees, as if they were future entrepreneurs? In
working with content material that features a globalising world of business and commerce (Block and
Cameron, 2002), how do teachers address the subject positions these materials offer in their
neoliberal discourses of entrepreneurship and economic mobility? This raises the issue of how EAP
instructors relate to and position themselves with regard to EAP content materials (see Hyland,
2006). For some teachers, their passive deferral to these texts and their discourses can actually serve
to prevent students from fully learning academic discourses. In order for EAP students to join a
specific academic discourse community, they first need to understand how its discourses work at
every level. Teaching students how forms of power and knowledge are constructed through
disciplinary language and discourse using a critical language approach (Janks, 2010) can enable them
to deconstruct and demystify academic texts they often find difficult and intimidating.
To what degree are these students receptive to these discourses of entrepreneurship since some of
them intend to become global players in their own right, while others express alternative ambitions?
This issue is raised by the silences in turns 14 and 16. A 23-second silence might not be all that long
in some classroom contexts, while in others it might be an uncomfortably long pause. One explanation
might be that some EAP students may have difficulties in articulating their responses given that the
video content was not related to their academic interests or planned fields of study. As mentioned
previously, there were three students who were planning to pursue business-related degrees, only one
of whom (Student 1) responded in this exchange. In the context of this spring 2009 class, in which
several students were very active in class discussions, it is noteworthy that only Student 2 responded
to the teacher’s question in turn 14, and none following her question in turn 16. In this class, a 23-
second silence appears to be significant in that there were no comparable silences of that length
during my observations of her classes that term. Thus, in terms of how this video text was received
and understood in this classroom exchange, it can be asked to what extent are these silences indexing
a resistance to this video’s addressivity, and the instructor’s mediated framing? Were the majority of
students resisting the subject positions of being an investor or a forecaster created in part by the
resemiotising by both the instructor and students?
The first student’s comment in turn 5 (‘we have to invest in Kimberly-Clark!’) adopts the position
of a neoliberal citizen in strategising economic options presented in the video and in his interpretation
of the instructor’s initial question. Neoliberal subjectivities are constructed in part around the notion
of human beings as their own capital, their own producers of their satisfactions, their own sources of
earnings or entrepreneurs of themselves (Gordon, 1991; Foucault, 2008), rather than being seen as
partners in forms of communal exchanges. The ways in which neoliberal discourses are reproduced
in everyday domains can be seen in this view of actively pursuing skills designed to make oneself a
more marketable commodity through investing in oneself. In shifting responsibility for public well-
being away from the community and their representatives, the neoliberal mode of governance puts the
onus onto individuals themselves; it is up to them to continually improve and adapt themselves in
becoming flexible as part of its ‘indirect techniques for leading and controlling individuals without at
the same time being responsible for them’ (Lemke, 2001: 201). The student’s resemiotising of the
futurist Dixon’s forecasting trends in global paper consumption helps to construct a hegemonic market
rationality through his viewing of this trend in market terms only. It forecloses possibilities and
alternatives in considering how these consumption patterns might adversely affect ecological
balances, for example in the clearing of forests for paper and for farming. It achieves perhaps a level
of common sense for some in that Dixon’s forecasting is read only in terms of potential positive
market opportunities and outcomes, rather than for possible negative impacts.
However, in viewing the itinerary of the video’s discourse as it was mediated through the
participants’ various meaning makings, we can see how this hegemonic rationality can possibly
fracture through the trajectory of the instructor’s questions: ‘Is that information valuable?’ > ‘How
would you profit from this information?’ > ‘Why is it important information?’ > ‘Why is it useful?’ >
‘Maybe a better question is to whom is it useful?’. This last question, although it garnered only one
student response, signals a possible opening up or rupture in the discourse that was at first taken up
somewhat unproblematically by the first and second students in their comments on investing in paper
companies and wealth based on predictive abilities. The extended silence that followed the
instructor’s last question here, in addition to possibly being resistance from the rest of the students in
their rejecting of the addressivity and/or their unfamiliarity with business discourse, could also have
had the potential to explore the ramifications and implications of the question – indeed, to whom is
this information useful, and why? Gently prodding through follow-up questions might have helped to
construct a counter-hegemonic alternative way of looking at the Dixon video so as to denaturalise the
‘common sense’ interpretations of investment opportunities as necessarily equating with the public
good. Drawing on the students’ lived experiences, a discussion can be held on issues of recycling,
paper uses and the ways in which recent electronic reading devices have dispensed with need for
paper-based textual materials.
Globality is what comes after globalization. For the last 20 years we’ve heard about the global
economy emerging, but for the first time, we’re seeing it happen. We’re seeing companies from
India, China, Russia and Brazil emerging to become real competitors. That’s the sign we’ve
entered the era of globality. Going global is no longer a choice. If you don’t capture the low cost,
you will be at a significant cost disadvantage. If you don’t capture the large markets, you will
miss tremendous scale benefits. And if you don’t capture the earnings, you will remain behind
your competitors. Going global, participating in the world of globality is no longer a choice. It’s a
must for survival.
(KnowledgeAtWharton, 2008)
Just prior to the following extract of classroom interaction, the instructor asked the class if the
video’s claim regarding the increasing global competitiveness from Indian and Chinese companies
was true or not. A student from Mexico responded with an example of two Mexican companies that
recently made inroads in the US market. He discussed it at some length until the instructor turned her
attention to the rest of the class:
The student resemiotises the instructor’s laptop here as part of the global circulations of products, and
in doing so recontextualises the classroom as a particular space of economic representation – that of
the commodity. Since this EAP classroom is located in North America, the presence of an object that
was manufactured elsewhere in the world is construed by him to mean that global competition has
been brought home to this particular locale. In this case, where the laptop was made is clearly not the
‘everywhere’ the video maintains, but rather a specific region – ‘China or Asia or something like
that’. The student’s presumption that the laptop was not made in North America indicates that
competitive practices materialised in this object (a ubiquitous feature on university campuses in
North America) to a certain extent empirically prove that emerging countries’ economies are
spreading, or rather garnering market share – as he argues in turn 8, ‘that’s a great example’.
However, in considering how economic representations play a role in constituting subjectivities,
and how they are produced and circulated (Ruccio, 2008), the issue is more than simply the student’s
viewing the laptop as a litmus test of the video’s claims. Indeed, given the fact that systemic
processes facilitating global flows have been occurring on a significant scale since at least the
fifteenth century (Wallerstein, 2004), the video’s assertion that ‘for the last 20 years we’ve heard
about the global economy emerging, but for the first time, we’re seeing it happen’ not only seems
rather unremarkable given there have always been interconnecting and competitive global economies
– colonialism is but one example – but also, given historical patterns, patently false. Rather than
reading the video’s claim as true or not, we need to view its particular economic representation of
‘globality’ as several things: first, it promotes an image of the market as existing only on a worldwide
scale, and ignores how local and small scale economies function without having to go global. Second,
the video’s economic representation strengthens the notion (and perhaps practice) of a hyper-
capitalism in which everyone must compete with the entire planet or else perish. Lastly, in doing so, it
certainly attempts to prevent imagining alternative economic and social interactions, both locally and
globally. What is also left out of the conversation is how people who are working for global
corporations may not necessarily be invested in their companies’ larger ambitions:
9. T: Mm-hmm. OK, but most computers are made where? I have no idea. Are they made in
China? =
10. S1: = Taiwan, Mexico, Korea.
11. T: OK, but the fact that it says ‘Made in China’, does that mean that the company is owned in
China, owned by Chinese people?
12. Student 2: No.
13. S1: Probably it isn’t.
14. T: Probably it isn’t? What makes you think that?
15. S1: Probably it’s not but I don’t think that’s important, actually. The [people3
16. T: [Where =
17. S1: = in China getting jobs, the people in China getting money anyway.
18. T: OK, so the Chinese economy is prospering, but … is it important to own the industry?
19. S2: Depends.
20. T: It depends?
21. S2: Depends. If you are the one that is developing the technology?
22. T: Mm-hmm?
23. S2: And you have a good uh, business system? You can own the business, but, if you don’t,
it’s senseless you own the business.
The instructor’s question in turn 11 poses an attempt to have the students consider not only the
processes involved in producing a commodity such as her laptop, but also the global flows of capital
and profits. By reframing the laptop in terms of who owns the means of producing this object, she
contests the economic representation of the ‘Globality’ video. In response, Student 1 seems to imply
in turns 15 and 17 that if people there are working and receiving money, whoever is employing and
paying them is of no concern or consequence for the employees. The instructor concedes the point that
the Chinese economy may be ‘prospering’ but then reiterates the question if it is important who owns
the industry. Student 2 replies that it depends if the company develops the technology and has a good
business model (‘good uh, business system?’). The instructor responds:
24. T: OK, but that’s a, that’s a whole other, uh, issue is maybe uh, but in this case, I just want to
get back to the labor aspect for a moment, right? If you have an entire country that’s used as
labor, right, look at it from the Chinese perspective. Is it a good idea for China to have so
much foreign ownership? =
25. Student 3: = No =
26. T: = [Uh, within the
27. S1: [Yes.
28. T: country so that, yes, your workers make money, but if we look at what’s happening to the
US economy right now, right? So, if the US economy is in crisis, and I’m not an economist,
I’m just sort of looking at this from my layman’s point of view, um, the layman’s point of
view is, you know, you and me, Joe Public, as we say. Uh, OK, the layman is not an expert,
just an ordinary person, OK? So, from the layman’s point of view, it seems to me, because
Canada has gone through this as well, so I look at this as a parallel to the Canadian situation
probably now and some time ago. Uh, we have a situation in Canada where we have a
problem with a company that is foreign-owned, the workers are here, but the ownership is in
the States. Does that ring a bell?
29. S2: GM.
30. T: GM.
31. S2: Chrysler.
32. T: Yeah, the car companies, right?
33. Students: Mm-hmm.
34. T: So if, let’s say, we’re talking about China, and China has a huge workforce because of the
population, but they don’t um, they provide the labor, but they don’t own their own industries
=
35. S1: = Yeah.
The instructor shifts the focus back to ‘the labor aspect’ in her response in turn 24. After asking the
question if it is a good idea for China to ‘have so much foreign ownership’, she continues her line of
inquiry in turn 28 (ignoring for the time being Student 1’s affirmative answer to her question) by
comparing the situation with Canadian workers who work for foreign-owned companies such as GM
that were in danger of collapse. In this turn, she positions herself as speaking from a ‘layman’s point
of view’, which can be seen as a challenging, dialogical response to the business professionals
showcased in the video. Her adopting the persona of ‘Joe Public’ as the everywoman, ‘an ordinary
person’ who speaks back to the experts about the costs of mobile global capital leaving is an
interruption of the narrative that ‘Globality’ is attempting to establish. By rescaling this discourse
down to the local, she draws attention to how this local works ‘as a parallel to’ (in her words)
another local that is perceived as the global, which in this case is China. The possible
interconnections between the two, and how this is obscured in the ‘Globality’ discourse on the
‘emerging challenges [ … ] and global ambitions’ (KnowledgeAtWharton, 2008) of China (and other
countries such as India and Brazil) is articulated in the instructor’s move to examine the impact of
neoliberal globalisation on those who have little stake in its competition ‘with everyone from
everywhere for everything’. What, she is asking, do the global ambitions of either China, or its
relatively new companies, have to do with the local everyday concerns of people who may not have
the mobility that foreign capital possesses? In the following turns 36 and 40, the instructor continues
by asking related questions:
Here, it could be argued that a potential teaching and learning moment was lost when, instead of
asking the latter question, the instructor had simply said, ‘why not?’ in response to Student 1’s ‘no’ in
turn 39. Would the dialogue have taken a different trajectory? Perhaps. But in turn 41, Student 1’s
response to her question reiterates his earlier position when he says ‘if there are no … foreign
companies in the first place, so the foreign company will make situation better and now it’s gone.’ His
phrase, ‘make the situation better’, suggests the positive effects of the presence of international
capital in its creation of jobs for the local populace. However, the instructor goes on to repeat his last
phrase, ‘now it’s gone’, to remind him of the precariousness of capital mobility, but the student
responds ‘there would be no company at the beginning’.
Approximately five minutes later, after completing the video and then discussing the current global
financial crisis and how it affected the students and their families, the instructor asks if there any
useful lessons to be learned from the information presented by the video:
Student 1 adopts the marketing perspective of the video by answering what he learned was that ‘it’s
good to invest in foreign markets’ because ‘they are growing’. The instructor in turn 7 makes a move
in asking the students to consider or focus on other aspects of the video. This question initiates in the
following turn discussion of the difficulties in starting a company in developing nations and the
obstacles entrepreneurs face in the supposed intransigence and the interference of the government:
‘it’s a bureaucratic mountain’ and ‘all the labor regulations’ as Student 2 argues. Student 1 seconds
this view in turn 15 when he states that ‘the government is going to make more problems for you’. The
instructor then asks the rest of the class:
16. T: Yeah, do you find that as well? Do the rest of you agree, what do you think? Do you find
that, in the countries where uh, you come from and the countries you visited, that bureaucracy
is different in each country? Do you understand what bureaucracy is?
17. S2: A group of people that don’t let you work?
18. T: The people that what?
19. S2: Don’t let you work?
20. T: Uh, it’s a noun. And it can be countable and not countable, so, if it’s a big idea, it’s non-
count. It’s an abstract, and if it’s a bureaucracy, it’s one particular example of bureaucracy.
So we can say that uh, for instance, I don’t know, the Ministry of uh, any government ministry
has a certain amount of bureaucracy to deal with, and bureaucracy means what?
21. S2: The government of [the office.
22. Student 3: [Policy.
23. T: Sorry?
24. S3: Policy?
25. T: Policy? Policies have something to do with it, yes. Have you ever gone to a government
office? Do, does, do things happen, like really quickly?
26. Students: (laughter)
27. S1: Noooo.
28. S2: Quickly? No!
29. T: No? Why not?
30. S1: Because government isn’t effective?
31. T: Because the government isn’t effective? Why not?
32. S3: No, it’s depends on the Ministry and the people who work there. Some people think, ‘Oh,
yeah, I work in the government, in the institution, I don’t care’.
33. T: And so they don’t care?
The instructor attempts to involve the rest of her class in the discussion in turn 16 by asking the
students from other countries (Student 1 is from Russia and Student 2 is from Mexico as he indicated
in turn 8) about the nature of bureaucracies they have encountered, and their understanding of the term.
Before any of them can respond, Student 2 answers ‘A group of people that don’t let you work?’ He
repeats his definition after the instructor seems not to hear it clearly. In turn 20, it appears at first she
does not react or respond to the student’s definition but instead chooses to focus on his truncated
repeating ‘don’t let you work?’ by giving a grammar explanation on the forms of countable and
uncountable nouns of bureaucracy, and then finally repeats her question of the meaning of
bureaucracy. Both Student 2 and 3 answer, but she focuses on the latter, most likely because she
wanted others to have a chance to participate. After Student 3 defines it as ‘policy’, the instructor in
turn 25 seems to take up Student 2’s definition of bureaucrats interfering with people’s wish to work
by asking if things happen ‘like really quickly’ in a government office, setting off howls of derisive
laughter from the class. Student 1 continues his discourse of government causing problems for
individuals by citing its ineffectiveness. However, Student 3 interjects by arguing that this is
contextual, depending on which ministry, and the personnel. She makes an observation shared by
many that some with government jobs seem less inclined to care, perhaps basing it on a comparison
with some who work for enterprise-based companies, or the fact that in several countries government
workers may be protected by their unions. In any event, she continues ventriloquising an imagined
worker by addressing an imagined frustrated visitor.
In this exchange, the various adoptions of the neoliberal discourse of government interfering with
the workings of the market is aligned with the ‘Globality’ discourse of a winner-takes-all unfettered
market. The neoliberal hegemonic rationality involves notions of freedom as consisting of freedom
from bureaucracy, rather than freedom from want. It presents bureaucracy as inhibiting not only
individual freedoms (‘not letting you work’) but also the efficiency of an ideal market-run society
(‘government isn’t effective’) that would allow those individuals to become fully entrepreneurs of
themselves in the neoliberal mode of self-governance. However, in the students’ resemiotising of the
video’s market discourse, they draw upon several discourses that appear to be contradictory. If, on
one hand, government is seen to be ‘ineffective’, it also appears to be able to ‘make problems for
you’ with ‘all their labor regulations’. Their ideological common sense comprises elements of truth
for those who have experienced bureaucratic delays, but also elements of misrepresentation in the
notion that government is actively not interested in facilitating economic development. Their
discourse draws upon the neoliberal rationality which states that government is not the solution to our
problems but the problem itself in not allowing markets to be supposedly free.
Neoliberalisation as multiculturalism
I now turn to the third strand of my analysis, which is conducted in a somewhat different manner.4
Here, I examine the inter-animating discourses of a racialised, global consumerist identity articulated
in the textbook unit entitled ‘Consumer behaviour and innovation’ (Williams, 2005) through the
mediations of my personal lived experiences and identifications (Scollon, 2008).
EAP materials at times draw upon so-called model minority discourses in portraying racialised
achievements (e.g. stories about enterprising immigrants). These discourses are often presented in
superficial ways ignoring (and thus denying) how power is used to construct, define and delimit
specific cultural identities. The racialising discourse of the ‘model minority’ in its seemingly
celebratory multicultural embrace of selected immigrant groups functions to position other community
members who are labelled ‘minorities’ as something less than being ‘model’ with the implicit
accusation: these people have succeeded, what’s your excuse now?
This type of multiculturalism has been called ‘the ideal form of ideology of global capitalism’,
whose attitude ‘treats each local culture the way the colonizer treats colonized people – as “natives”
whose mores are to be carefully studied and “respected”’ (Žižek, 1997: 44). As someone who might
be regarded by some as a model minority – a term I emphatically reject – in that I am a third-
generation Chinese-American with a doctoral degree, and a faculty member at a well-known
university, my uptake of the unit’s discourses will be mediated through my at times painful and
burdened lived experiences in encountering and contesting these very perceptions, expectations and
oppressions contained in this ideologically bound construct.
The unit’s main reading passage, entitled ‘Characteristics affecting consumer behaviour’, portrays
a hypothetical consumer who is considering buying a motorcycle: ‘Jennifer Wong’. Jennifer Wong is
meant to represent an increasingly mobile generation whose ancestries reflect a dynamic multicultural
society. This imagined consumer is examined through the lens of four influential factors (which the
unit cites from a marketing textbook) which are purported to predict and explain consumer choices
and buying behaviour: psychological, personal, social and cultural. These factors are intended as a
guide to answering the unit’s opening questions: ‘Why do people buy DVDs? What desire are they
fulfilling? Is there a psychological or sociological explanation for why consumers purchase one
product and not another?’ (Williams, 2005: 44).
A central feature of neoliberal subjectivities has been the construction of desire for imagined
lifestyles that are now marketed internationally to worldly consumers (Rofel, 2007). Indeed, the
intensifying modes of consumer cultures have accelerated with the advent of neoliberal policies and
practices in the past 30 years, in which consumption has been promoted to offset the loss of
production in the outsourcing of jobs. The notion of democracy has been resemiotised by neoliberal
discourse to mean freedom of consumer choice, functioning as a guarantor of this democracy so that
‘the ideal citizen is the purchaser’ (Apple, 1999: 204). This ideal neoliberal citizen is now
constructed as an unbridled consumer having the freedom to choose from a wide range of goods in the
commodified spaces of malls and shopping arcades rather than as an active and vocal participator in
creating a more democratic society.
The instructor had her students read the main passage in class. It begins:
Consumer purchases are influenced strongly by cultural, social, personal, and psychological
characteristics. For the most part, marketers cannot control such factors, but they must consider
them. To help you understand these concepts, we apply them to the case of a hypothetical
consumer – Jennifer Wong, a 26-year-old brand manager working for a multinational packaged-
goods company in Toronto. Jennifer was born in Vancouver, but her grandparents came from Hong
Kong. She’s been in a relationship for two years but isn’t married. She has decided that she wants
to buy a vehicle but isn’t sure she wants to buy a car. She rode a motor scooter while attending
university and is now considering buying a motorcycle – maybe even a Harley.
(Williams, 2005: 49)
The unit then discusses culture as a factor that exerts ‘a broad and deep influence on consumer
behaviour’ (p. 50). In the left margin, the textbook offers a definition of culture: ‘The set of basic
values, perceptions, wants, and behaviours learned by a member of society from family and other
important institutions’ (p. 50). Throughout this unit, this concept of culture is elaborated to provide an
explanatory frame to present a portrait of a society seen as rapidly changing to a globally connected,
multicultural landscape in which consumer identities now provide the main threads to stitch together a
national identity.
The textbook unit goes on to construct the model-minority stereotype: Chinese-Canadians may
share values such as ‘trust family, work hard, be thrifty, save, and have liquid and tangible goods’
(Williams, 2005: 52). These values, which are supposedly ‘rooted in their ethnic history’ (p. 52) and
can easily be projected onto any other imagined community similarly positioned as being model
minorities, embody the model-minority discourse of exemplary behaviour. However in this context, in
addition to these ethnic-historical values being part of what Hobsbawm (1983) called ‘an invented
tradition’, they are intended to illustrate the assumed tensions between Jennifer Wong’s parents and
herself, who is an unabashed consumer eschewing her parents’ antithetical values:
Let’s consider our hypothetical consumer. How will Jennifer Wong’s cultural background
influence her decision about whether to buy a motorcycle? Jennifer’s parents certainly won’t
approve of her choice. Tied strongly to the values of thrift and conservatism, they believe that she
should continue taking the subway instead of purchasing a vehicle. However, Jennifer identifies
with her Canadian friends and colleagues as much as she does with her family. She views herself
as a modern woman in a society that accepts women in a wide range of roles, both conventional
and unconventional. She has female friends who play hockey and rugby. Women riding
motorcycles are becoming a more common sight in Toronto.
(Williams, 2005: 52–3)
The parents are represented as practising values of thrift and ‘conservatism’ (which is at first
somewhat ambiguous in this context but will soon be made clear), and thus in the ideological logic of
this cultural discourse ‘certainly won’t approve’ of Jennifer’s choice to buy a motorcycle. Instead of
framing their disapproval as due to other possible concerns such as safety because of winter road
conditions in Toronto, for example, the textbook presents the stereotyped portrait of the model-
minority parents wanting their daughter to save money (take the subway – it’s cheaper!), and
entertaining old-fashioned views of how women should behave in society – implied by Jennifer
viewing ‘herself as a modern [italics added] woman in a society that accepts women in a wide range
of roles, both conventional and unconventional’.
These unconventional roles of women are defined by their playing hockey and rugby, and, indeed,
riding a motorcycle through the streets of Toronto. This supposed feminist rendering of Jennifer Wong
as being a ‘modern woman’ serves to imbricate notions of freedom of lifestyle choices unrestrained
from culturally conservative parental concerns within a neoliberal culture of consumerism that
disseminates images of commodities (a motorcycle) as standing in for a freer, more tolerant society.
Jennifer’s participation is indicated in her desire to buy this globally branded commodity – a Harley-
Davidson that needs no introduction to the EAP reader as evidenced by the lack of a footnote or
parenthetical explanation in the unit. Jennifer’s desire to buy a motorcycle, which is an obvious
metaphor for the freedom of consumer lifestyle choices that now act as markers of a neoliberal-
defined democracy, also signifies a facile feminism that is supposedly demonstrated in the mere act of
riding a motorcycle and which is used in opposition to the ‘conservatism’ of an immigrant culture that
the textbook implies is inimical to women living without constraints.
The textbook representation of Jennifer Wong is meant to convey a particular notion of
multiculturalism as it relates to globalised cultures of the neoliberal citizen consumer. As Žižek
(1997: 40–1) observed, ‘the “real” universality of today’s globalization through the global market
involves its own hegemonic fiction (or even ideal) of multiculturalist tolerance’. In the construction
of neoliberal rationality to constrict notions and practices of freedom so that they are tied to market
choices and consumer participation, and the embedding of consumer market values in the specific
cultural formations in this unit, multicultural tolerance is in the embrace of a model-minority
consumer. Jennifer Wong is the ideal neoliberal citizen: strategising for herself among her many
social and economic options, which, in the commodity image of the Harley, allows her the capacity
for a consumer self-realisation unrestrained and liberated from her parents’ cultural conservatism. In
this way, the model minority behaviour has shifted from the parental values of thriftiness and saving
to the terrain of having the freedom to buy high-end goods, and in doing so signifies the neoliberalised
democracy of consumer culture – open to all people, regardless of ancestral background, who have
the means to participate.
Conclusion
Neoliberalisation has been heavily contested recently with the advent of mobilisations around the
world. At the time of this writing (2012), people are reclaiming public spaces as sites of resistance,
and demonstrating a critical language in action in their calls to have a voice in the way all aspects of
society including the workplace can be organised differently. Why not second language education as
well? English language learners, particularly immigrant students, have a tremendous stake in how
their educational and attendant life trajectories are contoured by socio-political contexts. Critical
literacy approaches in the classroom can help these students engage with curriculum materials that
portray, reflect and disseminate images and representations of the world that students may find
incongruent with their own lived experiences. For others who may accept these multimodal
discourses unproblematically, connections can be made in the classroom that call attention to how
their new situational positionings in another country reflect how different power distributions can
impact them directly as well; for example, in the form of high-stakes testing and increased tuition
fees.
In this classroom context, we can see how intertextual dynamics reproduced or reshaped the
constructing of hegemony so that spaces of questioning and a denaturalising of a certain common
sense emerged. Because of this, there were openings through which a pedagogy can facilitate
dialogical processes with students to deconstruct neoliberal discourses in EAP materials by critically
engaging with curriculum materials’ motivated modes of representations attempting to organise our
sense of the everyday world. However, the instructor did not always enlarge the spaces of
questioning and encourage interrogation of these discourses. This was partly due to time constraints
and the pressure to get through the curriculum. It was also due to her finding her way in developing
alternative approaches to texts and drawing upon counter-discourses to neoliberal ones.
It is important to counter neoliberalisation and its discourses that champion the so-called free
market as the only social mechanism worthy of organising and shaping our everyday interactions and
experiences. What is at stake is how we can imagine and generate new ways of organising our
societies so that we can fully participate democratically to change existing options. I maintain that to
be truly democratic is to contest the myriad ways that aim to reshape and constitute our own identities
contrary to what we may desire and know so that we can fully realise our voices in society. Only then
will the democratic project truly begin.
Notes
1. ‘Social semiotic’ refers to the ways in which social contexts help to determine, and are determined by, the various meaning-making
resources we use to create meanings. Additionally, it also attends to whose interest and agency are involved in the making of
particular meanings that construct and privilege specific forms of knowledge and discourse (Kress, 2010).
2. The symbol = indicates that the next utterance follows seamlessly.
3. The symbol [ indicates overlap.
4. During the summer 2009 term, the instructor continued using her course textbook, Learning English for Academic Purposes
(Williams, 2005). Due to space limitations, I am unable to feature the classroom interactions mediating this unit; I have addressed this
in detail elsewhere (Chun, 2010).
5
‘This activity is far from being a pause for reflection’: An
Exploration of ELT Authors’, Editors’, Teachers’ and
Learners’ Approaches to Critical Thinking
Denise Santos
Introduction
This chapter explores how key participants in the development and implementation of an ELT
textbook series for young learners in Brazil conceptualise pedagogical practices aiming at the
development of critical thinking. Following Luke’s (2004: 26) view that ‘to be critical is to call up
for scrutiny, whether through embodied action or discourse practice, the rules of exchange within a
social field’, I discuss how co-authors, editors, a group of teachers and their students positioned
themselves in interactions about or around opportunities created in those textbooks to trigger critical
thinking about key ‘rules of exchange’ in their social world.
The stance adopted in this chapter has theoretical roots in critical approaches to language
pedagogy (e.g. Benesch, 2010; Canagarajah, 1999; Norton and Toohey, 2004; Pennycook, 2001) and
is guided by the assumption that characteristics of the contemporary world such as mass migration,
growing multicultural contact in everyday life and ample access to virtual communications have
created conditions that call for new ways of making sense of ourselves, of ‘the other’ and,
consequently, of how we participate in the world. Also underpinning this chapter is the belief that
‘being critical means something more than simply fault-finding. It involves understanding the sets of
historically contingent circumstances and contradictory power relationships that create the conditions
in which we live’ (Apple, 1993: 5). These assumptions, it must be stressed, also guide the teaching of
English in many parts of the world including Brazil, the focus of the study reported in this chapter: in
that context, the teaching and learning of English is expected to be less about uncritical skills
development, and more about learning how to think critically about the world and participation in it.
There are number of reasons why these issues matter for professionals involved in the development
and implementation of ELT materials: firstly, in line with the increasingly widespread subscription to
a socio-cultural perspective on education, which holds that it is mostly through language that the
development of new concepts is achieved (Vygotsky, 1978), the language class can be seen to provide
the perfect scenario for teaching and learning about pressing issues in the social world. Secondly,
given that the spread of English in the world is not a neutral phenomenon (Phillipson, 1992; Block
and Cameron, 2002; Edge, 2006), the historical conditions and ideological implications surrounding
the teaching and learning of that language have to be part of the very content to be taught in English
lessons (Fabrício and Santos, 2010). Finally, because textbooks play a central role in the teaching of
English in the world (Canagarajah, 1999; Gray, 2002), if they are to provide learners with an
educational experience that enables them to engage in critical thinking about key issues in their social
world, they must move beyond the bland content and trivial procedures characterising tasks found in
so many mainstream materials and incorporate scrutiny into those issues.
It is not difficult to react to these arguments with scepticism: after all, they bring about a number of
challenging questions, such as: is it possible, or even desirable, to discuss pressing issues in the
social world through the mediation of the English textbook? If yes, what topics should be prioritised?
What procedures should be recommended? What type of language should be privileged in the
student’s and the teacher’s books? In class, what types of responses should be encouraged? When
designing or adopting materials for the development of critical thinking, should description and
analysis of key issues be the main objectives or should there also be a more interventionist focus
pointing to social change?
Those are all complex questions and there are no easy answers for them. My approach to tackling
those questions in this chapter is not to try to present definitive answers to them but rather to take up a
reflexive positioning raising ‘a host of new and difficult questions about knowledge, politics, and
ethics’ (Pennycook, 2001: 8). In that regard, I must point out at the outset of this chapter that there are
two inter-related levels of reflexivity orienting this work. The first level is projected towards my
readers: after all, I expect to raise issues that might inform and inspire materials writers, editors and
teachers alike in their own ways of scrutinising how critical thinking can be operationalised in their
professional practice. The second level of reflexivity at the background of this study is projected
towards my own practice, given that I am one of the co-authors of the materials in focus. By
repositioning myself as a researcher, and looking at the writing and editing stages from a novel
perspective, which includes a larger cycle that encompasses classroom interaction mediated by those
materials, I engage in a self-reflexive positioning which allows me to scrutinise my own work as an
educator, and to consider lessons for the future. I will resume this issue in the concluding section of
this chapter.
To use a foreign language is a way of acting in the world to change it. However, the absence of
critical awareness [about the hegemonic role of the English language in international exchanges]
in the teaching and learning process of that language helps to maintain the status quo rather than to
cooperate for its transformation.
(Secretaria de Educação Fundamental,
1998: 40, my translation)
The ideas outlined above point to some very complex issues, which involve equally (or perhaps even
more) difficult decisions at the level of classroom dynamics: how to talk about the hegemony of
English to ten to 14 year old students? How to approach the teaching of a foreign language as a way
of transforming the world? How to raise learners’ awareness about key issues in the contemporary
world (all embedded in the quote above) such as oppression, exclusion, the relationship between the
local and the global? Granted, those are all pressing questions which ought to have a place in
educational guidelines in the developing world, but how to make the leap from those guidelines to
textbook development and implementation was something unexplored, at least not systematically, until
more than ten years after the publication of that document in Brazil.
Up to 2011, foreign languages were not included in the Brazilian National Programme of
Textbooks, a governmental initiative whose aim is to evaluate, purchase and distribute textbooks to
students in state schools around the country.1 Up to then, in most state schools foreign language
teachers and students had to resort to a ‘patchwork of handouts’ typically composed of teacher-made
activities and photocopies from published materials. The news, in late 2007, that pupils attending the
final four years of compulsory education were to have access to foreign language textbooks in the
near future was well received by the academic community and publishers alike. The schedule for
development of the textbooks to be submitted for evaluation was demanding: submission of those
books was expected to occur in April 2009 (to go through a one-year evaluation process to be done
by a team of academic experts, and to be distributed to schools in the academic year starting in
February 2011) but the publication of the detailed guidelines about what was to be included in those
materials did not occur until December 2008, four months before submission. In other words,
textbooks for submission had to be produced by teams of writers and publishers who were
constrained by time and who also worked, at least initially, with little knowledge of the evaluation
criteria.
The study described in this chapter focuses on one of the textbooks submitted for that programme.
Specifically, it examines how my co-author and I, in addition to the editorial team as well as a group
of teachers and learners, approached a section entitled ‘Let’s Stop and Think!’ which was included at
the end of each of the ten units comprising the four volumes of the series. The rationale guiding the
inclusion of that section in the textbook was to provide learners with the opportunity to wrap up the
work done in each unit by reflecting about a situation which somehow problematised an aspect of
everyday life related to the topic of the unit. For example, in a unit about entertainment, learners were
asked to observe a scene in which a teenager examined some Brazilian video games whose titles
were in English (and not in Portuguese, the country’s official language) and to reflect on the reasons
leading to that choice of language. In another unit whose main topic was music, learners were
encouraged to observe a situation in which a group of teenagers talked about their musical
preferences and to react to the negative, sometimes even offensive, remarks made by a couple of
those youngsters after a member of the group expressed interest in classical music.
By creating opportunities for learners to observe, describe and discuss ‘problem situations’ in their
social world, the ‘Let’s Stop and Think!’ sections were expected to engage students in what Dean
(1994, as cited by Pennycook, 2001: 7) described as ‘problematizing practices’. Specifically, it was
hoped that these problem situations could help learners to challenge taken-for-granted assumptions, to
de-naturalise unquestioned rules of understanding and participating in the world, to try and understand
the historical conditions and social relations that led to (and perhaps perpetuated) those scenarios,
and eventually to come up with alternatives for dealing with the problems posed by similar situations.
It must be said, though, that in spite of the fact that my co-author and I wished to include that section
in every unit, and to use it as springboard for the development of students’ critical thinking about a
number of key issues, at the time of writing we did not have a clear idea of the structure of the
section, nor of the topics we wished to cover through the series. We followed a rather unsystematic
approach to the development of the section: we knew that we wanted to present a ‘problem’ in each
of them, and we knew that the problem had to be somehow related to the topic of the unit. However,
specific decisions about what to discuss and how to deal with the topic in focus were made as we
moved along in our writing. That explains the relevance of the post hoc evaluation made in this study,
examining not only how other key people (editors, teachers, students) conceptualise the opportunities
for critical thinking offered in this set of materials, but also how we, the writers, understood them and
gave shape to them.
Of the 40 ‘Let’s Stop and Think!’ sections found in the series, the one used for analysis in this study
is entitled ‘What’s Brazil for you?’. The section starts with the following instructions for students:
‘Observe the conversation and discuss: what do you think about this representation of Brazil?’. Two
photos can be seen below the rubric: one of them shows an outside view of the ‘It’s a small world’
ride in Disneyworld, US; the other one depicts the representation of Brazil in that ride. For the sake
of clarification, the ‘It’s a small world’ ride involves ‘a tour around the world’: in small boats,
visitors are taken on a journey from which they can observe a sequence of scenarios representing
different parts of the world. In the ride, and as seen in the second photo in the ‘What’s Brazil for
you?’ section discussed here, Brazil is represented in a setting framed by palm trees and
characterised by Portuguese colonial architecture in its façade and pavement stonework. The latter is
represented by the black and white wave pattern which is found in Copacabana beach, in Rio. The
audio-animatronic dolls representing Brazilians are either playing music or dancing: the male
musicians wear black and white striped shirts, straw hats and white trousers, an image which has
become stereotypically associated with Brazil’s supposedly bohemian and idle lifestyle since the
1940s, following Hollywood productions such as Disney’s The Three Caballeros (1944). The other
characters in the scene wear colourful clothes and dance joyfully around the musicians.
In addition to the rubric and the images described above, the section used for analysis in this study
included a fictional conversation between three people. In that conversation, one of the interactants
asked the others’ opinions about the representation of Brazil in the ‘It’s a small world’ ride,
generating two conflicting responses: whereas one of the interlocutors described the scene as ‘cute’,
the other one reacted to it with bemusement: ‘I don’t understand. Why these clothes? Why these
hats?’. As explained in the teacher’s book, the objective of the section was to ‘encourage a debate
about representations of Brazil and Brazilians’. Additional commentaries for the teacher were very
brief: they suggested that students should express their views about the conversation and subsequently
design posters displaying a representation of their choice for the country.
The video recordings of five classroom interactions analysed for this study revolved around this
section and they took place in a private language school in a big city whose mission statement
stresses its aim to go beyond the teaching of linguistic skills and to include broader educational
concerns including the development of students’ critical thinking about current issues. Three teachers
and their students participated in these interactions: all of the observed teachers had been working in
the institution for more than ten years; the students had been learning English for at least two years
and their ages ranged from 9 to 11. Teachers were asked to implement the work with the section as
they normally would and were given no additional instructions apart from the contents from the notes
for teachers.
Data analysis
Two datasets represent the development stage (namely, the writing and editing processes) of the 40
‘Let’s Stop and Think!’ sections analysed in this study: these datasets include the multiple drafts
produced by my co-author and me for each of those sections and the written exchanges between us
and the editors during the editing stage of the textbook. All the section drafts were then initially coded
for topics (the issues proposed for scrutiny, e.g. English in Brazil, individual preferences and
worldviews), processes (how those issues were presented, i.e. including or not different perspectives
and/or conflict through the form of, for example, stated disagreement, arguments or criticism) and
outcomes (what was expected of learners, i.e. reflection and discussion only, or reflection and
discussion followed by a proposed reconfiguration of the problem situation). This initial coding
aimed at identifying what had been the key priorities in the design of the section, and to gather some
quantitative data that could be further explored qualitatively in the analysis of the written comments
made by my co-author and me in our drafts. That subsequent analysis aimed at identifying the areas
which underwent revisions, as well as the concerns underlying those changes. In a similar way,
editors’ comments on the versions submitted to them were initially analysed quantitatively for their
frequency (how many interventions there were per section) and for their focus, namely the content of
the student’s book (rubrics, scenes and their accompanying texts), the guidelines for the teacher or the
proposal in the section in broader terms. After this initial coding I carried out a qualitative analysis of
those comments, in order to identify themes emerging in the data.
A third dataset provided information about the implementation stage of the textbook in focus: the
video recordings and corresponding transcriptions of five classroom interactions around the ‘What’s
Brazil for you?’ section. This set of data was analysed qualitatively for themes emerging in teachers’
and students’ participation during those interactions. In my analysis I was particularly interested in
how teachers oriented students’ attention to the elements present in the textbook: which elements they
prioritised, which they neglected. I was also interested in when and how teachers provided
scaffolding to the classroom interactions around the problem situation, as well as in how students
reacted to it both in their initial debate and in the posters they designed after the discussion.
The lessons
The five classroom interactions analysed for this study revolved around the ‘What’s Brazil for you?’
section described earlier. Students were invited to ‘observe the conversation’ and discuss what they
thought about the Disneyan representation of Brazil. However, that orientation was not followed in
any of the classes in the data: the data show that in all instances after reading the rubric and the
dialogue, teachers reoriented students’ attention to the image instead, as shown by the two examples
below:
Example 1
So do you agree with this representation of Brazil? What can you see in the picture? How can you
describe the picture?
Example 2
OK, so my question is, do you think that those dolls represent or … represent Brazil? [a brief
period of silence, with no response from students] What’s your opinion? When you see those
dolls, what comes to your mind?
In these two extracts, which are typical of the dataset overall, the teachers redirect the students’
attention away from discussion of the image (and scrutinising the nature of representation) to the
image itself (and description of the representation) – thereby undermining the critical thinking the
activity was designed to provoke. Although this movement has the advantage of creating, at least in
principle, more favourable conditions for students to unpack the elements highlighted in the
representation, it also involves the risk of becoming the very aim of the discussions. This is precisely
what happens in the data, as the following two examples illustrate2:
Example 3
1. T: you can start discussing, giving your opinion. Is this, does this symbolise Brazil for you?
2. All: no
3. S1: could be the carnival. Ah! It’s forró [a Brazilian-originated music genre and
corresponding dance]!
4. S2: it shows the beach, Copacabana beach
5. S1: it’s the … the … the pavement
6. S2: I think it symbolise, I think this, I think it symbolise Brazil
7. S3: no, I think Brazil is more … football!
8. S4: I think Brazil … no, I think, I think Brazil is more, I don’t know, I think Brazil is more …
soccer
9. S5: I think the picture show us all, a lot of things we do in Brazil.
10. S2: I think this picture symbolise Brazil, the street of Copacabana, the baianas3
11. S1: I think the picture symbolise Brazil, if only, if only saying about the carnival, but in Brazil
there are parties and … how do you say paisagem?
12. T: landscapes
13. S1: and landscapes
14. S2: but carnival is the more important party in Brazil
15. S4: and Brazil is more happy too!
16. T: OK
Example 4
In the data in general (and as shown clearly in Examples 1 and 4, comments 1 and 10) teachers
seemed to prioritise descriptions which did not problematise the origins and the implications of the
essentialist, stereotypical view of Brazil and Brazilians as symbols of an easy life characterised by
samba and carnival. This ‘insistence on description rather than a more sustained critique of the
conditions one is describing’ (Pennycook, 2001: 51) clearly constrains the critical work that could be
achieved through the exploration of that problem situation. Even when there were attempts by those
teachers to elicit student opinions about whether the image represented Brazil adequately (as seen in
Example 3, comment 1; in Example 4, comment 4), students’ responses revolved predominantly
around descriptions of ‘what they could see’ (Example 3, comments 4 and 5; Example 4, comment 2),
descriptions which in turn were used as a basis for the justifications of their agreement (Example 3,
comments 6, 10 and 11) or disagreement (Example 3, comments 7 and 8; Example 4, comments 5, 7
and 9) with the given representation.
The absence of teachers’ concern with the problematisation of the situation may explain the lack of
follow up to students’ contributions which might be said to have the potential for taking the discussion
in a more critical direction: as seen in Example 4, comments 5, 7 and 9, when a qstudent expresses
discomfort with the Disneyan, reduction-ist and exoticised version of Latin America as a homogenous
Other place devoid of differences. The teacher’s scaffolding of these responses by insisting on the use
of L2 (comment 6), by articulating a general check for agreement (comment 10) and by eventually
aborting those reflections through the elicitation of new descriptions about the scene (comment 12)
clearly does not facilitate the articulation of any critical thinking.
The analysis of how teachers scaffolded student discussions also brings about insights into how
they conceptualised preferred activities in the development of critical thinking. Examples 3 and 4
illustrate, respectively, teachers’ two ways of scaffolding the conversation around the problem
situation: they either distanced themselves from the discussion, allowing students to jointly construct
their own conclusions (evidenced by Example 3), or they took on a more interventionist role asking
continuous questions of students (Example 4). Either way, their decisions about when and how to
provide scaffolding reveal their main concerns and priorities in the unfolding discussions. In the data,
when support was given by the teachers, it predominantly served one of the following functions:
orienting students’ field of vision and eliciting descriptions of what they saw (for example, in
Example 4, comment 1), involving all the group in the discussion (as seen in Example 4, comment
10), reminding and/or enabling students to use L2 (as in Example 3, comment 12, and Example 4,
comments 4 and 6) or asking students’ opinions on the given representation (Example 3, comment 1;
Example 4, comment 8). Yet those interventions did not, across the data, lead students to articulate
deeper reflections about why the representation of Brazil in the ‘It’s a small world’ ride could lead to
conflicting reactions: on the one hand, the images triggered recognition and appreciation (hence,
connectedness) by some, as evidenced in Example 3, comments 3–6, 9 and 10; on the other hand, they
triggered incomprehension (hence, a feeling of strangeness), as seen in Example 3, comments 7, 8 and
11; and Example 4, comments 5, 7 and 9). In fact, students articulate this tension very clearly across
the data when they react to the image: in the other three classes, connectedness was expressed by
means of mentioning the musical instruments, the architecture, the landscape and the black and white
wave mosaic of the pavement along Copacabana beach. At the same time, other students reacted to
the Disneyan representation with bemusement in several ways, for example: ‘I think of South
America, not specifically Brazil. [ … ] Colombia, Venezuela …’; ‘The hat is different’ (another
student describes hats in the scene as ‘crazy’); ‘Brazil isn’t like that’; ‘These clothes are very old’;
‘It’s all so perfect!’.
The comments above raise a number of important issues. They show that, when prompted to talk
about the problem situation, young learners are able to identify some potentially problematic issues,
although they do not seem to be able to explain why they are problematic. Curiously, students’
reactions in the classroom data mirror the conflict presented in the conversation from the textbook,
where one speaker reacts positively to the scene (describing it as ‘cute’) whereas another expresses
incomprehension (by saying ‘I don’t understand’, and pointing to the hats and clothes as the cause of
such lack of understanding). However, in the same way that the conflict in the textbook conversation
is not prioritised by the teachers, so too the students’ often conflicting reactions to the problem
situation are not followed up as a topic for debate in the data.
Also not followed up for discussion are students’ own representations of the country. After the
discussion, and as suggested in the teacher’s notes accompanying the section, students are asked to
draw their own representation of the country. Interestingly, and with no exception, they come up with
stereotypical images of Brazil portraying carnival, football, tropical beaches, the samba, the Amazon
forest and some more local symbols such as the statue of Christ the Redeemer or the Sugar Loaf.
What the points outlined in this section suggest is that by inviting students to describe the scene
presented in the textbook teachers seemed to create favourable conditions for learners’ to carry out an
initial unpacking of the representation. Those invitations triggered some responses that, if further
problematised, could lead to critical thinking, which, sadly, is not evidenced in the data. One possible
conclusion to be reached from the analysis of the classroom interactions is that description may be a
good first step for the development of critical thinking – but it is a first step which clearly needs to be
followed up by other practices questioning the conditions that have led to what is described, and their
implications. Another plausible conclusion to be reached here is that teachers’ reorientation of the
focus of attention (from the conversation, which illustrated a conflict, to the accompanying image)
might have signalled their failure to grasp the importance of exploring conflicts, differences and
discrepancies surrounding problem situations if critical thinking about those situations is expected to
be achieved. Clearly, students would need more careful scaffolding – especially at such an early age
– if they were to explore inherent tensions in the materials. In what follows I discuss these points
together with the other findings of this study.
Notes
1. The Brazilian government is in charge of purchasing and distributing textbooks for Brazilian public schools, but textbook selection is
carried out by schools or school districts. That selection, however, can only include textbooks which have been previously approved by
the National Programme of Textbooks.
2. In the classroom interaction transcriptions I adopt orthographic conventions to indicate pauses: commas indicate short pauses; full
stops, longer pauses; ellipses, even longer pauses or reticence. Exclamation marks indicate emphasis and question marks denote
questions. Italics are used to show that the original utterance was produced in participants’ L1 (Portuguese). Students are indicated by
S followed by numbers; teachers are indicated by T.
3. In the classroom interaction transcriptions I adopt orthographic conventions to indicate pauses: commas indicate short pauses; full
stops, longer pauses; ellipses, even longer pauses or reticence. Exclamation marks indicate emphasis and question marks denote
questions. Italics are used to show that the original utterance was produced in participants’ L1 (Portuguese). Students are indicated by
S followed by numbers; teachers are indicated by T. Baianas are, literally, any females from the Brazilian state of Bahia. However,
the term is usually deployed to refer to women (typically, African-descendent) who wear long, multicoloured and richly decorated
dresses as well as turbans holding fruits or flowers. This image has been epitomised in popular culture by Hollywood pop star Carmen
Miranda.
6
Critically Evaluating Materials for CLIL: Practitioners’
Practices and Perspectives
Tom Morton
Introduction
This chapter presents a critical perspective on materials selection, adaptation, design, use and content
in one second language education context, content and language integrated learning, or CLIL. CLIL is
an educational approach in which curriculum subjects are taught through a language which is not the
one normally used by teachers and students. Although any language can be used in CLIL or related
approaches such as immersion,1 English has become the dominant language to the extent that it has
been suggested that a more accurate acronym might be CEIL – content and English integrated learning
(Dalton-Puffer et al., 2010). Indeed, in terms of English language education, Graddol (2006) predicts
that CLIL, along with the teaching of English to young learners and English as a lingua franca will be
the dominant trend and will eventually replace English as a foreign language. The implementation of
CLIL where it involves substantial teaching of non-language subject matter through a foreign language
goes well beyond the introduction of new language teaching methodologies or approaches. It involves
a ‘reculturing’ (Fullan, 2007) of not only the field of language teaching, but right across the curriculum
as non-language subjects are involved. This reculturing affects all components of the system, and
educational materials are central to this.
The chapter presents an overview of CLIL as a European and global educational phenomenon, and
then goes on to critically review the research on CLIL and immersion in which materials have been a
focus This is followed by a report on a small-scale empirical study focusing on practices and
perceptions in relation to materials of CLIL teachers working in Europe, where the approach has been
gaining ground since the early 2000s. Two data sources are used for this: an online survey in which
CLIL teachers from four European countries (Austria, Finland, Spain and the Netherlands) were
asked about their practices and perceptions regarding CLIL materials, and a multicase study of four
teachers in a British Council/Spanish Ministry of Education Bilingual Project, in which their
perceptions and uses of materials emerged as issues. These data were collected in the European
context, where CLIL has become a policy issue in that governments have been taking steps to
implement the approach in response to EU initiatives such as the 2004–2006 Action Plan (see
below). However, the issues of concern to these teachers are likely to resonate on a wider scale.
European CLIL and bilingual education experiences are attracting increasing attention beyond Europe,
particularly in Asia, as more and more countries see increased English language teaching provision
as a route towards social and economic development (Coleman, 2011; Powell-Davies, 2009), with
CLIL seen as one way of providing this (Shamim, 2011).
CLIL as a European and global phenomenon: A critical perspective
From its origins in various European projects in the 1990s, CLIL has grown from a largely small-
scale ‘bottom-up’ endeavour to become a key component of the EU’s policy for plurilingualism
among its citzens. According to the EU’s 2004–2006 Action Plan for promoting language learning and
language diversity, CLIL
has a major contribution to make to the Union’s language learning goals. It canprovide effective
opportunities for pupils to use their new language skills now, rather than learn them now for use
later.
(European Commission, 2003:19)
However, CLIL is not only a European phenomenon. As CLIL gathers strength as a trend in English
language education (Graddol, 2006), it is more and more taking on the role of solution to the
‘problem’ of low English language levels in many educational systems around the world. As Shamim
(2011: 303) points out:
Content and Language Integrated Learning (CLIL) and the use of English have moved from
experimental research to the centre of global education. As pressure grows on governments and
education planners to raise English language levels, the promise of teaching the language while
teaching other subjects is hard to resist.
• The use of L2 English as a medium of instruction in primary education may have an adverse effect
on children’s ability to process information and interact with the teacher, with possible negative
consequences for their conceptual development.
• There is a lack of analysis of the specific language needed for teaching other subjects.
• There are problems with teacher quality and retention.
• Some teacher-produced materials emphasise language tasks at the expense of conceptual
understanding of topics and include vocabulary beyond the pupils’ level.
The problems of introducing English-medium instruction in contexts where more than one language
may already be used for this purpose, or where the language(s) of instruction are not those spoken by
students in their communities, are also relevant to Europe. Doiz et al. (2011: 356) describe some of
the ‘linguistic strains’ where English is being introduced as a medium of instruction at a Basque
university, where Basque and Spanish are both well established as media of instruction. Both of these
cases illustrate that, where CLIL is introduced as a ‘top-down’ innovation, it can have unforeseen
effects on both the linguistic and educational ecologies. CLIL initiatives increase the already high
stakes of planned language education change that does not sufficiently take into account local
stakeholders and conditions (Wedell, 2009).
Another problematic issue, and one that needs to be given more attention by CLIL researchers, is
the fact that English is the predominant language in CLIL initiatives around the world, both at the
levels of practice and research. The fact that English is overwhelmingly used in CLIL contexts in
Europe, such as Austria, Spain and Finland, would seem to be in conflict with the EU’s drive for a
multilingual Europe. In fact the Action Plan specifically addresses this issue in its description of the
Socrates programme’s funding of projects ‘for the development and dissemination of new, specific
methodologies for teaching subjects through languages other than lingua francas’ (2003: 16). Beyond
Europe, especially in developing countries, there is an assumption that increased English language
provision, with CLIL often mentioned as a vehicle for this, will increase social and economic
wellbeing (Shamim, 2011). However, as Coleman (2010) and Wedell (2011) point out, there is a lack
of hard evidence that increased English provision does have a positive effect on development.
Apart from the issue of which or whose language is chosen as a medium of instruction in CLIL
programmes, there is also an emerging critique of the assumptions about the relationships between
content and language inherent in the CLIL acronym. Coyle et al. (2010: 4) describe CLIL as
an approach which is neither language learning nor subject learning, but an amalgam of both and
is linked to the process of convergence. Convergence involves the fusion of elements which have
previously been fragmented.
While terms such as ‘amalgam’, ‘convergence’ and ‘fusion’ are very suggestive, it is debatable to
what extent CLIL practices, including the selection and design of materials, are bringing together
elements which were previously considered to be disparate. Although it is considered to be a ‘dual-
focused’ approach, it is often the case that CLIL research highlights one or the other of language and
content. This exposes CLIL practice and research to twin dangers. When the focus is on language, as
it is in most applied linguistics-based CLIL studies, there is a tendency to assume that it is possible to
determine and measure second language development without taking into account the socio-cultural
contexts, activities and identities in and through which CLIL is enacted. When the focus is content-
learning (much less frequent than language-focused studies), the danger is to ignore the socially
constructed nature of subject-matter knowledge, seeing it as monolithic blocks of content rather than
as negotiated in and through interaction (Barwell, 2005). Bringing about a genuine integration or
‘fusion’ of content and language is a challenging task, and CLIL research is only just beginning to
confront it. Dalton-Puffer et al. (2010) are clear about the need for such a theoretical endeavour for
CLIL. As they put it, ‘While a comprehensive CLIL theory might be premature, there can be little
doubt about the need to begin developing one’ (Dalton-Puffer et al., 2010: 288). They go on to suggest
some promising ways forward, in the form of socio-cultural approaches to language and learning
which see both as mediated activity (e.g. Lantolf and Thorne, 2006), and the kinds of socially situated
theories which see learning as a jointly constructed process negotiated in interaction (Evnitskaya and
Morton, 2011; Seedhouse et al., 2010). Whichever theoretical approaches are eventually taken in the
development of an overarching theory (if such a thing is possible or desirable), there are likely to be
implications for the role of materials in CLIL. At any rate, one thing is clear. In a more truly
integrated or ‘fused’ approach to content and language, CLIL materials would look rather different
from the way they do now.
Materials in CLIL: What is(n’t) there and what should be there
Harwood (2010: 3) provides a broad definition of materials as a term used ‘to encompass both texts
and language learning tasks: texts presented to the learner in paper-based, audio, or visual form,
and/or exercises and activities built around such texts’. In this chapter, CLIL materials are taken to be
any L2 texts used for the teaching of non-language subject matter, presented to the students in paper-
based and/or digital form, and the tasks and activities built around them. Following the distinction
between ‘what is there’ and ‘what should be there’ approaches to ELT materials (McGrath, 2002;
Gray, 2010a) it could be said that, in CLIL and immersion, this distinction is between ‘what isn’t
there’ and ‘what should be there’. As Coyle, Hood and Marsh put it, ‘In contrast to the vast English
Language teaching coursebook and resource market, there are very few ready-made CLIL materials
available’ (2010: 86). Where materials emerge as a focus in CLIL or immersion literature, it is often
in terms of what isn’t there or what should be therein the form of lists of criteria to be applied in
selecting and/or designing them. In the rest of this section, both of these dimensions are addressed in
turn, starting with the issue of access to suitable materials, then continuing with the existing and
desired characteristics of the materials themselves.
It is a common observation among CLIL researchers that teachers often comment that they do not
have access to suitable materials. Coyle, Hood and Marsh observe that ‘CLIL teachers in the early
stage of course development often comment on a shortage of ready-made resources and a consequent
need both to find and to create learning materials’ (2010: 87). Moore and Lorenzo (2007) also
comment on a “dearth” of commercially produced CLIL coursebooks’ and outline three options that
CLIL teachers have. They can:
the materials used in CLIL programmes are not the same as those used to teach a subject in an
English-speaking country, as CLIL on many occasions requires a pedagogical adaptation,
especially in the initial stages.
They distinguish between what they term ‘immersion’ contexts such as teaching through Basque in the
Basque Country, where all the students use materials produced for native speakers regardless of their
first language, and CLIL, where teachers ‘often use abridged materials’ (Lasagabaster and Sierra,
2010: 372). However, this distinction may not be so clear-cut, as there certainly is evidence that CLIL
teachers do use materials designed for native-speaking contexts, sometimes abridging them,
sometimes not.
While not having access to ready-made resources or a commercially produced coursebook may be
a matter of complaint for some CLIL teachers, this has been seen as an advantage by some researchers
in bilingual education. For example, Cloud, Genesee and Hamayan (2000) recommended that
immersion and content-based teachers should not rely solely on the textbook as a resource, but should
supplement it with other sources in order to meet the needs of L2 learners in content-based contexts.
This is the philosophy of the Spanish Bilingual Education Project, as the project manager made clear
to me in interview:
What you don’t need is a textbook. What you don’t need is a series of textbooks. What you need
are turned-on teachers who are looking at their own kids and can develop resources according to
what is needed.
However, such an approach can put enormous pressure on teachers, both in terms of workload and
expertise. Lyster (2007) points out that preparing their own materials involves exponential growth of
the workload of teachers, as they strive to develop a wider range of creative ways of balancing
content and language. In terms of expertise, Coyle et al. (2010: 87) point out the demands of CLIL
materials design for teachers:
The design process involving what is needed to meet content-subject concepts is especially
skilled in CLIL lesson preparation, but so is the task design which steers how this material is
processed and how understanding is expressed (the output).
In other words, asking CLIL teachers to be the designers of materials which meet both language and
content learning outcomes is a rather big ask, both in terms of demands on their workload and on their
expertise. Given the problems identified elsewhere in the CLIL literature relating to the quality and
retention of teachers, placing so much responsibility on the shoulders of CLIL teachers would need to
be accompanied, at the least, with theoretically and methodologically well-grounded and adequately
resourced teacher development programmes. This seems to be the case at least in the Spanish
Bilingual Education Project, but not all CLIL projects by far have the same amount of resources
dedicated to them as this high-profile one.
One solution to this ‘dearth’ of materials is to increase the skills and knowledge bases of CLIL
practitioners, and open up channels of communication so that resources can be shared and readapted
to specific contexts. Increasing the expertise of CLIL teachers in materials preparation will involve
subject teachers becoming skilled in adapting the linguistic level of the texts they use and using a
scaffolding approach to the communication of content-relevant concepts. Moore and Lorenzo (2007)
give useful examples of three approaches to adjusting the linguistic level of texts. These are reducing
the text to its basic meanings (simplification), adding paraphrase and explanation (elaboration), or
adjusting the textual message to a pedagogic genre (discursification). Guerrini (2009) shows four
ways of scaffolding instruction in CLIL materials: using illustrations with labels and captions;
explicitly teaching about content area text types, vocabulary and language; using graphic organisers
(that is, visuals such as charts, tables and diagrams); and using ICT applications. Approaches such as
these can be incorporated into teacher development for CLIL teachers, to empower them to be
producers and adaptors, rather than consumers, of CLIL materials. However, as will be seen later in
this chapter, this has significant implications for teachers’ workloads.
When CLIL practitioners are producers of materials adapted to their particular contexts, they can
then share these resources with other CLIL teachers in similar contexts. Many CLIL teachers get
together in groups to develop and share materials, often putting these materials up on a website for
others to use. This can happen on a small scale, as in the case of a Spanish history teacher who runs a
website on which he constantly updates materials in English for the history curriculum he is teaching
(available at http://www.historiasiglo20.org/bilingual-intro.htm). Or it can happen on a much wider
scale as in the education section of the Andalusian government’s online resources, which contains
entire teaching units at both primary and secondary levels across a range of subjects in three
languages: English, French and German (available at
(http://www.juntadeandalucia.es/educacion/webportal/web/aicle/contenidos). Both these sets of
resources use the internet as a means of providing teachers with access to materials. Indeed, in the
external evaluation of the Spanish Bilingual Education Project, the authors highlight the role of ICT in
facilitating access to resources: ‘There is a case for considering ways and means of helping teachers
by means of ICT to access, adapt and share materials and ideas for teaching their students’ (Dobson et
al., 2010: 143).
In any case, whatever the source of CLIL materials, there is no shortage in the CLIL literature of
prescriptions about ‘what should be there’ in terms of their contents and design. These can take the
form of recommendations about what characteristics the materials should have, and what their role or
function should be. Prescriptions about desired characteristics of CLIL materials can be presented as
checklists of criteria, as in this one from the CLIL module in the Teaching Knowledge Test (Bentley,
2010), which is given as the answer to the question, ‘what should we ask about CLIL materials?’
Are the materials:
• appropriate for the age of the learners and the stage of learning?
• fit for purpose? Do they match the learning outcomes?
• linked to CLIL aims? Do they consider content, communication, cognition, culture?
• progressive in subject content, in language, in cognitive demands, in task demands?
• supportive? Do they have word banks, language frames and visuals?
• varied in skills, tasks, interaction?
• collaborative, challenging and achievable?
• motivating and complete? (Bentley 2010: 52)
What is noticeable about this kind of checklist is that most of the items could be applicable to any
educational context, whether the teaching of language or any other subject. Perhaps only the third and
fifth bulleted items are restricted to CLIL as an educational approach. Another noticeable feature is
the lack of a broadly social, cultural or critical dimension, as most of the desired elements, while
useful, represent a cognitivist and individualistic approach to learning. Culture is mentioned as one of
the four C’s identified in a well-known approach to CLIL pedagogy (Coyle et al., 2010) and the only
vaguely social element is the reference to collaboration. Similar features can be seen in an online
checklist of criteria for producing CLIL materials (Mehisto, 2010). The checklist consists of the
following items, which are elaborated on when clicked on the web page:
• making the learning intentions (language, content, learning skills) and process visible;
• systematically fostering academic language proficiency;
• fostering learning skills development and learner autonomy;
• including self, peer and other types of formative assessment;
• helping create a safe learning development;
• fostering cooperative learning;
• seeking ways of incorporating authentic language and authentic language use;
• fostering critical thinking;
• fostering cognitive fluency through scaffolding of a) content, b) language, c) learning skills
development;
• helping to make learning meaningful.
Again, this list highlights many useful features of learning materials, but many items could apply
generally to any educational context, with perhaps more influence here from key themes in second
language pedagogy (learning skills, learner autonomy, authentic language). Others are staples of
current pedagogical thinking (an emphasis on formative assessment, cooperative learning, critical
thinking, scaffolding). Of course, this may be an inevitable consequence of CLIL, as it does take place
in schools and other educational institutions, and the kinds of processes highlighted and desired
learning outcomes will inevitably reflect current pedagogical thinking. However, it would be
possible to adapt or augment such lists to include other criteria which might highlight a more critical
and socio-culturally aware perspective on CLIL, as well as the need for a more principled ‘fusion’ of
content and language. Such ideas might include: agreater focus on learning as socially constructed in
interaction, moving beyond ‘meaningfulness’ to a critical perspective on which meanings are
activated, ways of bringing about a closer integration of content and language, and a more reflexive
attitude towards the appropriateness of pedagogical approaches to the teaching and learning context.
Apart from suggestions about what characteristics CLIL materials should have, there are
recommendations about the role of materials in facilitating learners’ access to authentic language.
Materials are seen as a way of counteracting a deficit in some CLIL contexts: students do not have
contact with speakers of the language they are learning, and often their only contact with such a
speaker is with the teacher. The team evaluating the Spanish Bilingual Education Project (which they
refer to as the BEP) had clear recommendations on this, advocating
investigating ways and means of enabling BEP students to gain greater exposure to and interaction
with English-speakers additional to their BEP teachers (on whom our findings show they are at
present heavily dependent), and making use of ICT networks and recorded materials in the
process.
(Dobson et al., 2010: 145)
Thus, CLIL learning materials are seen to have a function beyond the facilitation of academic subject
knowledge and skills, this additional role being that of enabling greater exposure to the language
being learned. While this might be a feasible, and indeed inevitable, outcome of interacting with
well-designed learning materials across a range of subjects, there is a danger that what Bernstein
(2000) terms a ‘competence’ model of learning lies behind this approach to language. In such an
approach, language learning is seen as a tacit process, which will take place naturally without much
intervention being necessary. Thus, the main role of materials would be to facilitate the language
learning process by providing ‘exposure’, while the content objectives in these materials would
presumably be more rigidly classified and framed (Bernstein, 2000). As Leung (2001) and Creese
(2005) point out, ‘exposing’ second language learners to materials and activities in content
classrooms may not be enough to ensure adequate second language development.
A key question for designers (and users) of CLIL materials is, then, how to ensure that they both
meet the requirements for achieving content learning outcomes and foster second language
development, whether this is seen as the learning of academic language or a much wider functional
range. In terms of the criteria for language learning materials which reflect what is known about
second language acquisition (SLA), CLIL materials seem to fit the bill very well, in comparison with
ELT materials. Tomlinson (2008) has provided a critical list of ways in which language teaching
materials do not reflect the state of the art in SLA theory, and may thus inhibit opportunities for
language learning. If we take a selection of key points from this list, and reverse the polarity, it is
possible to suggest ways in which CLIL materials can overcome the shortcomings of many ELT
materials. CLIL materials:
• can avoid underestimating learners linguistically and cognitively, by, for example, not treating
linguistically low level learners as cognitively low level learners;
• can use other tactics apart from the simplification of language (see Moore and Lorenzo [2007] on
‘elaboration’ and ‘discursification’);
• do not use a presentation, practice and production approach as language is embedded in content
learning activities;
• include listening and reading activities that are not used to teach language features but are content
meaning focused;
• can avoid the use of bland, safe and harmonious texts by engaging students affectively and
intellectually with stimulating texts relating to aspects of content;
• can provide ample experience of ‘language in fully contextualized use’;
• can provide opportunities (especially, but not exclusively, in subjects like art and literature) for
the types of aesthetic listening and reading which stimulate engagement and enjoyment of language
and thus greater learning opportunity;
• can use tasks and projects to encourage learners to make fuller use of language experience outside
the classroom (but see the Bilingual Education Project evaluation on the need for more of this,
especially through ICT);
• can involve learners in activities in which they cognitively engage with conceptual content, thus
enabling them to use the full resources of the brain. (list adapted from Tomlinson, 2008: 8–9)
It can be seen from this list, then, that combining language learning with the learning of other subjects
has clear potential to help materials designers produce materials that better meet the needs of
language learners, at least according to Tomlinson’s understanding of the findings of SLA research.
The problem would then be, of course, whether these materials also meet the needs of learners in
acquiring the knowledge, understanding and skills relevant to the subject. Researchers on immersion
and content-based language teaching have long pointed out that good content teaching is not
necessarily always good language teaching (Swain, 1988; Pica, 2002). However, in CLIL, it is just as
relevant to ask whether materials, tasks and activities which might meet the SLA-based criteria in the
list above, will always meet the needs of learners who have to achieve curricular learning outcomes
in other subjects. In a relatively rare example of an analysis of ‘what is there’ in CLIL-type materials
and activities, Coleman (2009) points out some serious flaws with materials used for English-
medium instruction in Korea and Indonesia. He analysed worksheets used for primary mathematics
and science teaching in English-medium education in Indonesia. In the mathematics materials, he
found that the concept of mass is introduced earlier than would be normal in the Indonesian national
curriculum, and, in the worksheet, inappropriate terms (used for measuring weight) are used to
discuss it. In the science materials, he noted that they ‘are heavily concerned with language rather than
with getting children to look at and understand the real world around them’ (p. 74). The worksheets
switch between English and Bahasa Indonesia, with the language in both at the same level of
complexity, thus making no allowance for the fact that English is not the learners’ first language. He
argues that using the two languages in this way is likely to constitute a ‘major hindrance’ to their
learning, given that language is the mediator of conceptual development.
Thus, apart from providing a richer environment for L2 acquisition and development, CLIL
materials need to make links with the wider world of education, especially the education of young
learners. As Arnold and Rixon (2008: 43) point out, CLIL for young learners ‘operates not only at
syllabus level but very much at the level of teacher skills in mediating language, curriculum content
and the development of inquiry and research skills in children’. However, for CLIL to be, as they
claim, ‘an approach to language teaching that is fully embedded in wider educational values’ (Arnold
and Rixon, 2008: 43), it may need a much more principled approach to the integration, or fusion, of
language learning objectives drawn from work on SLA and the need to foster conceptual development
and achieve curricular learning outcomes. Approaches and materials that focus on the identification
or correction of errors of grammatical form, for example, will not be up to this task. As Mohan and
Beckett (2003: 423) point out, there is no evidence that ‘the correction of errors of grammatical form
is a sufficient condition for the development of oral and written language as a medium of learning’.
Again, the implication is that materials and activities that may be ‘good’ in SLA terms, may hinder the
learning of content knowledge and skills.
Mohan and Beckett suggest that a functional perspective on language offers a way of providing for
a more principled integration of content and language in content-based approaches. Focusing on the
registers and genres through which content knowledge is construed can, at the level of task and
materials design, ‘fuse’ the two objectives. A ‘genre’ approach would also allow a social, and indeed
critical, perspective on the deconstruction and joint construction of texts (see Martin, 1999). As
Martin (2009) argues, the time is ripe for a genre approach to language education to move into L2
teaching and learning. CLIL provides an appropriate context for this to take place, as it places
students in the roles of ‘text users’ (Luke et al., 2000) of L2 subject-specific genres. Llinares et al.
(2012) and Morton (2010) offer suggestions as to how this might be achieved.
The ‘state of the art’ as outlined in this review suggests we are still some way from achieving a
more principled integration or ‘fusion’ of content and language in CLIL materials, or reflecting the
sociocultural, contextual and even political factors that impinge on the selection, creation and use of
curricular materials for learning subject matter in an additional language. However, in the chapter so
far, one major voice has not been heard, that of the teachers who have to select, adapt, create and use
CLIL materials. The next section examines the practices and perceptions of European CLIL teachers
as they meet the challenges of finding, creating and using materials to teach their subjects through
English.
Table 6.1 Frequency of teachers’ reported use of specially written CLIL textbooks
Table 6.2 Frequency of teachers’ reported use of textbooks written for native-speaking students
Table 6.2 shows responses to question 4, which asked about frequency of use of textbooks written
for native speakers.
This question produced a rather striking result in that an overwhelming majority of the teachers
(over 70 per cent) reported low use of this type of material. This finding supports Lasagabaster and
Sierra’s assertion that CLIL teachers, as opposed to immersion teachers (in their definition) do not
generally use materials designed for native speakers. As will be seen in the qualitative analysis
below, this may be at least partly accounted for by teachers’ awareness that such materials do not
always match the curricula that they have to teach.
In question 5, teachers were asked about the frequency with which they collected materials from
different sources (apart from textbooks), such as the internet, newspapers, magazines, and adapted
them for their classes. Table 6.3 shows the responses to this question.
Here the result is strikingly clear. The CLIL teachers in the four countries overwhelmingly report
taking Moore and Lorenzo’s third option, that of adapting authentic materials in line with their
teaching goals. This finding suggests that these CLIL teachers are willing to put in the extra time and
effort involved in finding and adapting authentic materials. However, as will be seen in the
qualitative analysis, the extra time and effort involved in this is a clear concern of these teachers.
When asked about Moore and Lorenzo’s first option, preparing their own materials from scratch,
the results were also startlingly clear, as can be seen in Table 6.4.
Table 6.3 Frequency of teachers’ reported use and adaptation of authentic non-textbook materials
Table 6.4 Frequency of teachers’ reported practice of making their own materials from scratch
An even more overwhelming majority (over 90 per cent) reported that they frequently made their
own materials from scratch. This provides further evidence of the willingness of CLIL teachers (at
least in their reported practices) to put in a great deal of time and effort in designing and creating their
own materials. As with adapting authentic materials, teachers identified this as a concern in their
open responses, but some also mentioned the professional satisfaction they gained from producing
materials suited to their own teaching contexts.
In their responses to questions 7–10, many of the themes identified in the review of the literature
were picked up by the teachers in the shape of their concerns about materials in their teaching. These
questions were deliberately chosen to be open and to allow for overlap, so that the teachers could
identify issues as freely as possible. As it happened, the same themes and issues appeared in different
guises in responses to the four questions. Four clear categories of concerns emerged from the
analysis:
1. learner-focused concerns: the suitability of materials to learners’ age, cognitive and language
levels, motivation and interests;
2. contextual and cultural concerns: appropriateness of materials to educational context (local
curriculum) and to national or regional culture;
3. content and design focused concerns: pedagogic approach, range and variety of task-types,
flexibility, attractiveness, use of visuals;
4. teacher-focused concerns: accessibility, time and effort involved in finding, adapting and creating
materials.
These four groups of concerns were represented across all the teachers’ responses to the four open
questions as shown in Table 6.5.
The table shows that the area of concern mentioned most was that of the appropriateness of
materials for learners, both in terms of content and language. The next most frequently mentioned area
related to the content and design of the materials themselves, with very frequent references to the need
for more visual support. This was followed by the teacher-focused concerns, with teachers referring
to the time and effort involved in finding and preparing materials. Cultural and contextual factors was
the least mentioned category, but only comparatively, as it still accounts for a considerable number of
mentions, with suitability to the local curriculum and its goals being the most frequently cited. These
areas of concern also appeared in the multicase study, in the teachers’ responses to interview
questions and in their classroom practices. Each of these areas of concern is now expanded in turn
with extracts from the teachers’ survey responses, along with additional evidence from the interview
data in the multicase study.
Concerns with appropriateness of materials for learners were most evident in responses to the
negative questions (8 and 9). This suggests that when teachers think about what is most difficult and
problematic about the materials they use, they frequently see these problems in terms of a lack of
suitability to the students they teach. This could be in terms of the appropriateness of the language in
the materials, often in relation to the age of the students:
Textbooks I use are made for British or American native speakers, so language is difficult for
bilingual students, and language level and age level are not matching(language ok, but texts are
geared to younger students).
(Kaarina, Finland)
I teach students between the ages of 12 and 15 years old. It’s often difficult to find ageappropriate
speaking materials.
(Julia, Netherlands)
The maths language is far too academic for the age-group at times.
(Mikael, Finland)
These responses suggest the range of issues regarding language which emerged. Appropriateness for
the age-group was the most commonly voiced concern, as can be seen in the three responses. Using
materials designed for native speakers also presented difficulty as the language often makes no
allowance for the fact that CLIL students are learning through a second language. When the language
was at the right level often this was because the materials were for younger learners;otherwise, the
language could be too academic/technical for the age group, perhaps because it was directly
translated from the L1. Apart from a specific focus on language, many teachers raised more general
concerns about the suitability of materials for their students:
To find videos and interactive activities according to the level of my students. Some of them are
very easy, some quite difficult. In this case they don’t enjoy nor learn properly.
(Eva, Spain)
[Materials] are either too easy or too difficult for my students.
(Manuel, Spain)
Some books written for native speakers of English have been a bit childish for our students.
(Anna, Finland)
Many of the responses in this category linked a concern with the relationship between the cognitive
level of the materials and affective factors such as motivation and enjoyment. If materials are too
difficult or too easy (‘childish’) then the students will lose interest and motivation, and will not enjoy
using them. The responses in this category overall pointed to a major critical factor in CLIL
materials: if CLIL teachers do not make their own materials, or at least adapt heavily, they are likely
to end up with materials that do not meet the linguistic, cognitive and affective needs of their learners
at their specific ages and levels of development. As one teacher in the multicase study pointed out, in
order to meet the students’ content and language needs, it is important to have ‘good sources’:
I get my information from good sources. I make sure that the English is good. If they’ve got good
stuff to get information from, for sure they’ll end up by learning constructions, expressions, verbs,
collocations, things like that.
(Isabel, Spain)
Implicit in this teacher’s statement is the idea that if the information is sound (i.e. the content is
appropriate), then the materials will also meet the students’ language learning needs.
Moving to the next most frequently mentioned area of concern, the contents and design of the
materials themselves, there were many mentions of the importance of visual support in CLIL
materials:
Mention of aspects of the content or design of materials, such as references to visual support as in the
examples above, was often accompanied by references to different pedagogic approaches. The
reference to ‘British teaching style’ in the extract above is an example of this. A range of different
aspects of methodology was mentioned in relation to the contents or design of materials:
Visual support, interactive materials, materials that promote investigation and research. Materials
to promote cooperative learning, to work in groups.
(María, Spain)
They are mostly based on the ‘from context to content’ method which improves my students
understanding of my subject.
(Jan, Netherlands)
English physics textbooks are written concerning the latest results of science education research.
More concrete assignments for students and real test items – make learning easier.
(Julia, Austria)
Materials that help students to research or investigate. Hands on activities. ICT materials to
project. Posters to explain and flashcards.
(Francisco, Spain)
The responses here suggest that the CLIL teachers saw working with materials produced in another
context as an opportunity to expand their repertoires of pedagogic options. Differences in pedagogic
approach were not seen as problematic, rather the opposite, as the ‘native’ materials exemplified a
range of positive pedagogic options, such as researching and investigating, cooperative learning and
group work, and up-to-date research-informed methodology.
In the multicase study, the teachers used a mix of textbooks written for native speakers, specially
written CLIL textbooks, authentic materials (adapted or not) and their own materials. The same
concern with the pedagogic approach in the content and design of materials came up in the interviews,
as when this teacher compares two specially written CLIL history textbooks:
This teacher critically evaluates the current textbook she is using in comparison to the older one, and
does so in terms of the quality and quantity of the activities they contain, particularly the use of
historical sources and investigations. However, she mitigates this by pointing out that the activity she
is going to use is in fact quite useable, in contrast to other units. This is evidence that a CLIL teacher
can be a critical and discerning user of specially prepared materials, as she takes into account the
types of activity they contain and the pedagogic approach, in order to meet her own teaching
purposes.
The third area of concern emerging from the analysis, and the third most frequent type, is focused
on the teacher, particularly the time and effort involved in finding, adapting and creating materials.
Teachers pointed out how time-consuming it was to find appropriate materials, especially on the
internet:
I would say the problem of using materials found in the Internet, is the huge amount of time I have
to use for finding anything suitable for the topic at hand. There is so much stuff in the Net, most of
which is not of high quality.
(Kriistina, Finland)
The internet is full of exercises, but finding the right ones is hard work and takes too much time.
Usually I have to make a lot of alterations in every worksheet to make it suitable for my students.
(Jussi, Finland)
The extra time I have to spend finding the right materials. Adapt materials to the language level.
Coordinate the science topics with English subject.
(Carlos, Spain)
In these responses, what is seen as problematic is the very proliferation of material available on the
internet, and its variable quality. This results in a huge investment of time in seeking out suitable
material. This is such a burden that it may not be worth the effort and a teacher may indeed save time
by making the materials herself:
Most of the time I do everything myself – even if I do it myself, I still save time compared to
endless surfing in the Internet.
(Jukka, Finland)
The teachers also commented on the extra workload involved in having to adapt and/or make their
own materials, and on how having ready-made materials would make their lives easier:
Generally it would make life easier to have more CLIL materials easily available.
(Inge, Austria)
About books, they are ‘easy’ to use, I mean, you open the book and there we go! You don’t need
too much planning beforehand.
(Marisa, Spain)
The fact that there are no books that I can easily use but I have to create the material myself.
(Yrjö, Finland)
The workload that making materials naturally leads to.
(Mari, Finland)
In the multicase study, there was also evidence that creating one’s own materials was a considerable
part of a CLIL teacher’s workload. A teacher of technology described how he ‘customised’ his
materials:
Interviewer: What do you think are the main challenges in teaching your subject in English?
Carlos: Making my own texts, preparing. From the very beginning I have to prepare everything in
English. So the texts I have to work on, every text, every project every instruction I have to give
the children, I have to prepare everything in English. And then, I customise my lessons very
deeply in the sense that I do it just as I want to do them, because when I’m working with a
standard textbook you have to work on those exercises. Or if the children buy those books
because they have to, they are mostly quite expensive. They have to do the exercises there, they
have to. They want to use the book because they have paid for it.
Interviewer: Do the children in your courses buy the book or do you tell them not to?
Carlos: No, I prepare the texts, I prepare everything and I make copies for them.
Implicit in this teacher’s long response to the first question is a critical perspective on the standard
textbooks for his subject, technology. When children buy these books, there is an obligation to use
them, given that money has been spent on them. But, if he wants to do things just as he wants to do
them, he needs to ‘customise’, down to the level of ‘every instruction’. However, there is no tone of
complaint about the workload involved, and indeed in the case study, this teacher’s practices were
characterised by his use of detailed worksheets and materials that he had produced himself. Indeed,
he fits the project manager’s description of the ‘turned-on teacher’ who does not rely on a text book.
Overall, the evidence from both the survey and the multicase study is that of teachers who were very
aware of the extra workload involved in finding, adapting and creating materials, but were prepared
to put the extra work in for the benefit of their learners – with some expressing a wish that more
ready-made materials were available.
The fourth category of concerns is that of the appropriateness of materials to the cultural or
educational contexts teachers were working in. Although quantitatively it was the smallest category,
there was evidence that this was a clear concern for many of the teachers. Teachers from all four
countries highlighted the problem of finding materials that were suitable for their national curricula:
Some materials are too culture-tied, not suitable to Finnish school system.
(Tarja, Finland)
They sometimes do not match the Dutch curriculum.
(Josine, Netherlands)
The programmes in other English-speaking countries do not suit the Spanish programme. They are
quite simple.
(Carmen, Spain)
The most difficult thing is to find material which is suitable for the Austrian curriculum.
(Annemarie, Austria)
A subject in which issues of curricular fit and cultural bias are particularly sensitive is history, as can
be seen in these comments:
In history textbooks are also focusing on each country’s history, which makes the use of books
difficult, have to choose the world history parts, which often are biased according to nation’s
official history writing.
(Tapio, Finland)
Depending on the source of the materials they can be one-sided (give only one view of a certain
event) and biased.
(Theo, Netherlands)
History is problematic because materials can be biased towards a national culture’s worldview, as in
these comments, or curricular content that is important in one context may simply not appear in
another. For example, the history teacher (Clara) in the case study commented in interview on how the
topic she was teaching, Romanesque art, was not a feature of the British curriculum:
I am teaching now art, starting art, Romanesque and Gothic art, this is art in medieval and the
Middle Ages and it is Romanesque and Gothic because in the Spanish curriculum art is very
important. I guess that in English they don’t have this topic, never seen that. Not even in the
GCSE, no topic at all. They start with the Renaissance, and there are lots of things about
Renaissance but nothing about Gothic or Romanesque, I suppose because in England they don’t
have many. They have got some cathedrals but Gothic cathedrals.
This teacher, teaching this topic in English in observed lessons, used Spanish websites on
iconography and Romanesque art where the text was in Spanish, but the classroom talk around the
texts and images was in English. This is an example of there not being suitable L2 materials to teach a
topic due to a lack of curricular fit, and of a teacher adapting not the materials themselves, but the
way in which she uses them in class. Adapting authentic materials or creating one’s own are thus not
the only strategies open to CLIL teachers when there are no L2 materials that fit the curriculum being
taught.
Conclusion
Both the literature review and the survey findings suggest that CLIL may be in a transitional phase
from being a bottom-up experimental educational approach to becoming the object of more
centralised planning at regional and national levels. In its more experimental phase the approach to
materials has been one of bricolage, as teachers put together texts and activities from various sources
and made them their own. In this sense, the ‘dearth’ of commercially produced materials may have
worked to the advantage of students’ learning in CLIL, as the lack of ready-made resources has
encouraged the production and sharing of materials tailored to the needs of specific classes, schools
and programmes. However, as CLIL becomes an ever-increasing global trend, and is seen as the
solution to ‘problems’ of low English proficiency around the world, the temptation for the major ELT
and educational publishers to move in will likely prove irresistible. Initial attempts to produce
coursebooks were problematic, as the books were simply translations of the L1 materials. This has
changed as publishers have become much more aware of the needs of CLIL learners, and books are
being published with a more scaffolded approach, using much less dense texts and with more visual
support.
The survey results suggest that these new commercially produced materials would be welcomed by
some teachers. But there is a danger that CLIL materials for English will go down the same road as
the wider ELT world, creating a dependence among teachers on ready-made resources that may not be
appropriate for their educational and cultural contexts. This could be doubly pernicious, as CLIL
materials, by necessity, need to embody a pedagogical approach to the subjects being taught as well
as being appropriate to learners’ stages of language development. As has been extensively discussed
in the TESOL literature, the application of pedagogical approaches such as communicative language
teaching can be at the least problematic in some contexts (Holliday, 1994; Ellis, 1996; Kramsch and
Sullivan, 1996; Bax, 2003). If to this is added assumptions about the teaching of subjects such as
history or science (e.g. constructivist or conceptual change approaches), there is a clear risk that
commercially produced materials, especially if they are influenced by ELT publishing practices, may
unquestioningly foist pedadgogical practices on contexts where they do not help to meet the
educational objectives already established. As Stigler and Hiebert (1999: 11) argue, teaching is a
‘cultural activity’, and in their extensive comparative study they were ‘amazed at how much teaching
varied across cultures and how little it varied within cultures’. As one CLIL history teacher put it in a
seminar, ‘I’m happy to use the English language in teaching history, but I’m less happy about using
English methodology’. CLIL advocates assure us that ‘although CLIL does involve a new approach
and a certain degree of change, it can easily fit into the parameters established by the national or
regional curriculum’ (Mehisto et al., 2008: 27). However, as the checklists discussed above suggest,
CLIL may come as a package already heavily loaded with assumptions about good pedagogical
practice, some of which may not be appropriate to all contexts. If we add to these pedagogical
concerns the kinds of issues of representation and identity that have been the focus of ELT materials
analysis (Gray, 2010a), then there is a clear danger that future CLIL materials could contribute to a
homogenisation and commodification of educational practices well beyond language education.
Appendix
1. What subject do you teach in English?
2. Which country do you work in?
3. I use a textbook specially written for teaching my subject in English
Note
1. The Canadian French immersion programmes are in many ways precursors of European CLIL, and they share many pedagogical
principles. Some researchers. such as Lasagabaster and Sierra (2010) stress differences between the two approaches for example in
terms of the role and status of the language of instruction (local versus foreign or international) and the objectives in terms of L2
competence (near native in the case of immersion, but a functional competence in the case of CLIL). However, Cenoz et al (2013)
argue that attempts to define CLIL by distinguishing it from immersion may be misguided.
7
Communicating Constructions of Frenchness through
Language Coursebooks: A Comparison
Simon Coffey
Introduction
French is the most studied foreign language in the UK and, despite its reported decline as a subject of
study in some countries, it retains a strong position in the world as a taught language. The association
of French with particular cultural representations of Frenchness, which are both metropolitan and
global under the auspices of la Francophonie, remains strong in learners’ imaginary. This strong
language-culture association can favour the promotion of French but can also generate an image
problem of French as elitist, outdated, even feminised, and inaccessible. In this chapter I compare a
UK-produced coursebook, which is linked to the specific aims of the English national curriculum
culminating in the French General Certificate of Secondary Education (GCSE) examination, with a
more globally targeted French-produced course-book designed to teach français langue étrangère
(FLE) in a variety of contexts. I consider the implications of the specific curriculum constraints of a
restricted UK schools market versus a more open global market, how communicative contexts are
conveyed through the language presented as well as how images, topics and storylines position
different users in narratives of Frenchness. In the highly contested space of modern language learning,
where different languages compete for cultural, educational and communicative significance, this type
of analysis can extend our understanding of how coursebooks construct and package language and
cultural identities in ways which attract or exclude.
The objective of the comparison presented here is to look at how communicativeness is
represented in different contexts of French learning. The books I have chosen to focus on are
Tricolore Total 2 (aimed at the GCSE market) and Alter Ego (aimed at the FLE market). These are
both leading publications in their respective markets and, although they are written for different age
groups, assessment structures, nationalities and institutional settings, they are both vehicles for the
teaching of French and, by implication, the teaching of French culture. The link between teaching
language and teaching culture, be this tacit or explicit, is generally assumed to be integral to MFL
teaching and learning and has been widely theorised (Byram and Grundy, 2003; Kramsch, 1993;
Risager, 2007; Zarate, 1993; Zarate et al., 2011).
Given the ongoing debates about what constitutes communicative language teaching (CLT; see
Leung, 2005; Littlewood, 2011) and if this is even still a valid term (Bax, 2003), I was interested in
investigating what communicative contexts are presented to learners. The ideology of communicative
‘usefulness’ may be especially complex when the foreign language is not English, given the almost
universal perception that ‘English is useful’ (Weenink, 2008).
In the first section below I briefly trace the trajectory of CLT up to the recent call to revise our
framing of communication and communicativeness in language teaching (Leung, 2005). I then provide
some background information on the specific context of French study, showing how French has
continued to enjoy (in most parts of the world) sustained popularity and expansion as a taught
language. After providing a brief description of each of the coursebooks chosen for analysis, I
consider in greater detail how instances of communication are presented in the different books (what
is being communicated to whom) by comparing and contrasting the whole range of topics on offer
within each course.
I then zoom in to look at how one particular topic is presented in each of the two books. The goal
of this critical analysis is to examine how students are ideologically positioned to adopt certain roles
in the communicative contexts presented. I followed a critical discourse analytical approach,
concerned with contesting idealised representations of communication, which in turn marginalise
alternative positions actual students might want to adopt. As expressed by Van Leeuwen ‘critical
discourse analysis is concerned with discourse as the instrument of the social construction of reality’
(1993: 193). Specifically, the student learner is offered particular positions through the construction
of Frenchness and the communicative scenarios on offer. The presentation of thematic content shows
how ‘at the global level of discourse, topics may influence what people see as the most important
information of text or talk’ (Van Dijk, 2008: 358), topic choices thereby ‘framing’ (Blommaert, 2005)
reader subjectivities.
Grammaire Stratégies
• Describe yourself and others
• Greet and introduce people • Revise adjectives, including the
• Tu/vous and related words
• Ask and answer questions when staying comparative
• Adding extra information
with a host family • Use the perfect tense of regular verbs
• Translating the past tense
• Talk about helping in the home (with avoir)
• Pronunciation: -er, -ez, -é, -et
• Talk about the past and presnet • Use expressions of past time
• Irregular verbs
• Say what you have done recently • Use ce, cet, cette, ces + noun (this …,
• Dictionary skills
• Talk about presents and souvenirs that …)
• Say goodbye and thank you
These three areas (functions, grammaire, stratégies) record different times and fashions in
pedagogy and language learning. The previous version of the Tricolore series, for instance, (Encore
Tricolore 2) had the first two columns but did not have the strategies category. The combination of a
functional strand with a more traditional grammatical strand is typical of the kind of syllabus found in
many textbooks from the 1980s; while the strategies strand is an addition more typical of the 1990s
and inscribed in an ideology of greater learner autonomy. Let us consider how these three areas of
language mesh. Firstly, the topics are divided into functions (what one can do), a set of aims inscribed
in the communicative ideology of the language curriculum as preparation for future encounters of a
practical, survival nature; the ‘can do’ statements enshrined in the threshold levels, for example the
Common European Framework of Reference (CEFR, 2001); Coste et al. (1976); Van Ek (1975).
Secondly, the list of grammar items is grafted onto the vocabulary-driven topic areas (en famille).
This matching of function with discrete language items has been common practice since the
mainstream hybridisation of former structure-led syllabi with more notional-functional
communicative objectives. Consequently, most UK French teachers will automatically associate the
teaching of reflexive verbs with the topic of daily routine. This is because certain reflexive verbs
lend themselves to describing routines of waking up, getting up, showering and so forth (e.g. se
réveiller, se lever, se doucher)although reflexive verbs, of course, have a much broader application
(e.g. s’amuser, se demander) and so the pairing of the grammar item and topic is not as natural or
inevitable as it might appear.
Finally, ‘strategies’ are inscribed in a more recent turn which goes beyond the former
communicative goal of proficiency in coping with real-life situations and, instead, sees language
learning as also about developing both communicative strategies (how to get by when words or
structures are unknown) and also learning strategies (how to develop self-awareness about one’s
own learning styles and learning trajectory). Learner strategies have come to play an important role in
the discourse of empowerment through reflexivity and so the inclusion of the strategies category
signals the ideology of developing greater reflexivity and encouraging learner autonomy about
learning. This is enshrined in the CEFR5 and has led to foreign language learning being framed as part
of broader language awareness initiatives (such as described by Barton et al., 2009), including first
language literacy. In UK schools this reflexivity (discussion about learning) is conducted in the first
language, moving away from the former communicative view that recourse to the first language in the
classroom should be avoided lest it obstruct the development of automated cognitive responses in the
foreign language (Castellotti, 2001).
Alter Ego
Alter Ego 1: Méthode de français is the first in the series of four Alter Ego courebooks published by
Hachette, a publishing house which has a substantial number of FLE titles. The course was written by
five women, all of whom have taught at the Alliance Française. It is a prescribed course-book for
French lessons at the Alliance Française for level A1 and A2 classes (beginner levels). The course is
aimed at adults and older adolescents (the term grands adolescents et adultes is used to characterise
this typical FLE public).
The contents page (tableau des contenus)in Alter Ego lists ten themes as dossiers and each of
these is further divided into sections according to subsidiary topics. At the end of each unit is a
special extra lesson called carnet de voyage (travel log). The course is keen to show that it meets
many different requirements: the topics (thématiques)are described as socio-cultural content
(continues socioculturels) and these are juxtaposed with four objectifs socio-langagiers, the first
column comprising the objectifs communicatifs et savoir-faire and the three remaining columns
grouped together as objectifs linguistiques: grammaticaux, lexicaux, phonétiques. In the interest of
space I do not replicate the whole four pages of the tableau des contenus here but list the topics
(thématiques) of the ten units (dossiers) and provide an example of how these are further divided
into subordinate themes by showing how unit 4 (Dossier 4) is presented (see Table 7.2).
• linguistic competence;
• knowledge about language;
• creativity;
• intercultural understanding.
In common with previous guidelines, no specific content guidance is included and the areas are so
broad that they could cover almost any presentation and practice of language. For instance, the two
objectives listed under knowledge about language are ‘(a). Understanding how a language works and
how to manipulate it; (b). Recognising that languages differ but may share common grammatical,
syntactical or lexical features’. In terms of concrete language goals therefore teachers and resource
designers refer to the specification of the GCSE examination.6 School students are expected to know
something about France but this is usually a comparison of school timetables or traditional ways of
celebrating Christmas; pressure to cram for examinations means that there is very little if any
classroom time given over to specifically developing intercultural understanding. UK modern
languages teaching, in common with most school language curricula, deals with what Cook describes
as the ‘day-to-day unemotional transactional encounters of modern urban existence’ (Cook, 2000: 62),
and this is certainly the case with the way French-speakers and French-speaking contexts are
represented.
Some key contextual differences between the classrooms in which Alter Ego is used and those in
which Tricolore Total is used are summarised in Table 7.3. These contextual variables have
implications for how French is studied, what language items are included in the programme, how, and
which representations of Frenchness are included. The focus of textbooks written for use in UK
schools is clearer in the sense that they have a more contained, predictable target public. So,
although, as has been said, UK school textbooks are privately produced and promoted on the open
market, book publishers strive to appeal to the teacher in terms of user-friendliness and pupil-appeal
while also offering opportunities to develop specific skills and vocabulary topics. Alter Ego is
subject to different constraints. It too has to please teachers and students and promises to conform to
the CEFR but it also has to be usable in different national settings, an inherent problem with global
materials (Gray, 2010a).
As with the topics in Tricolore, those presented in Alter Ego centre around the intersection of
personal life and different social spheres. These take self-representation as a starting point and then
introduce a range of normative lifestyle options which centre around consumption of goods and
services, including travel and participation in commercially organised leisure activities. The
linguistic content follows the conventionalised communicative frame of the CEFR, with vocabulary
introduced in simulated contexts of communication and then practised through listening and reading
comprehension activities followed by an opportunity to use the language in guided production
scenarios. However, as we see in the example below, the personalised practice opportunities are
tightly structured. The next section focuses on representations of France and Frenchness in the two
books, showing how the topics choices are oriented to particular representational positioning of the
reader vis-à-vis France and la Francophonie.
Contexts of communication
Textbooks present contexts of communication, taking the student into imagined worlds of language
use, each positioning the learner in particular ways within and vis-à-vis France and representations
of Frenchness. Table 7.4 summarises the range of communicative contexts afforded by the topics in
Tricolore, the way these are structured around language resources and representations, and the
consequent identity positions afforded the student.
Table 7.4 Topics in Tricolore Total 2 and how these position the learner
A similar analysis of the way topics are presented in Alter Ego, linguistically and thematically,
shows that topics therein also position learners as consumers of goods and services, of celebrity
culture, and of normative discourses of gender and family relations. This positioning is achieved
through conventionalised images of Frenchness, including a glossy representation of la
Francophonie.
Communicative aims in the two books are facilitated largely through the presentation and practice
of vocabulary (domain specific lexis) and associated phrases. For instance, in Unité 1 of Tricolore
the four verbs acheter, préférer, vendre and choisir are practised, the use of which clearly position
the student as a consumer presented with choice and preferences in consumer (retail) contexts. The
main function of unit 1 is therefore to buy things, to consume. The tendency of language course-books
to position students in this way has previously been commented on by Gray (2010a, 2010b) with
reference to EFL. Here we see a similar principle in operation although what is offered is a quaint,
French version of consumer choice, the shops included being la boulangeriepâtisserie, la boucherie,
la charcuterie, le tabac and so forth. What is not included is any invitation to problematise modes of
shopping, for instance the phenomenon of clone towns and the disappearance of the petit
commerçants, the rise of commercialism, the low wages of shopkeepers, the expansion of grandes
surfaces (out-of-town retail markets) shopping in France.
Service encounters feature heavily, in both books but especially in Tricolore Total, so that social
relations are configured through the ownership and consumption of goods. The focus on consumption
that has been widely reported since the post-war years (Williams, 1974) has been exacerbated since
the 1970s by the extension of the global market and the concomitant rise of neoliberal economic
ideology. This in turn has led to a homogenising of aspiration which is perpetuated through language
coursebooks (Gray, 2010b), and these two are no exception. Linked to the positioning of the reader as
consumer is the prevalence of choice and requests for opinions and preferences. The language of
choice and expressing opinions and preferences is threaded through both books. This meets with the
requirements of the English national curriculum too (the ability to express opinions is required to
meet Attainment Target Speaking Level 3 of the national curriculum) but the choices and preferences
that are modelled tend to be about consumer products and practices, for example j’adore le
shopping; je déteste faire les courses (I love shopping; I hate doing the shopping). Where there is
potential to make cross-cultural comparisons these are often reduced to reified dichotomies, based
mostly on gender in the case of Alter Ego as shown in the next section.
For a closer comparison of these two books I now analyse how a common topic is presented in
each book: household chores. I have chosen this topic because the way household chores are dealt
with presents an interesting case as one of the few topics that neither presents service encounters, nor
has clear institutional norms as a frame (like school or workplaces, which are regulated externally).
Discussion of who does what in the domestic sphere offers the potential to include discussions of
gender roles, and children’s and parental responsibility. This potential is realised in a limited way in
Alter Ego, but the source text used to introduce the topic and the exploitation activities evoke a
discourse of male–female antagonism which detracts from any serious discussion of cultural
practices. My analysis of this topic followed two stages. Once I had located the source material and
associated activities used to introduce the framing topic and to model the language, I looked for how
subjects were represented within the communicative context (gender roles, references to activities,
family roles, references to French culture, etc.). I then considered how the representation of the
communicative context positions the reader according to the interpersonal dynamic within the source
text and the broader, ideological discourses that are ‘“textured” together in the text in accordance
with its genre and syntactic features’ (Fairclough, 2010: 273).
Les tâches ménagères (Household chores)
In Tricolore Total, this topic forms part of the larger topic of En famille covered in Unité 4. The
objective of the sub-section (4b) is ‘talk about helping at home’, a topic that requires knowledge of
certain vocabulary and phrasal chunks for the GCSE (e.g. je passe l’aspirateur, mon frèrenerange
passachambre [I hoover, my brother doesn’t tidy his bedroom]). Unité 4 introduces six young
Canadians who have come to stay with French families. The children are clearly Franco-Canadian as
they all have French names and speak fluent French. We are not told why they have come to France to
spend ten days with host families; however, the fact that they are mother-tongue Francophones is
significant as it removes any complication in the communication between them and their host families,
so that we again see dialogues between native speakers which do not model any communication
strategies or representations of language outsiderness.
The phrases are introduced as a reading/listening comprehension activity. Students are told, in
French, that Julie (one of the Canadian students who is staying with la famille Lebois) regarde la télé
avec Nicole Lebois. Écoute et lis le texte, puis mets les images dans l’ordre (Julie is watching TV
with Nicole Lebois. Listen and read the text, then put the pictures in the right order; p. 56) and are
shown the dialogue that takes place between the two girls. Next to the dialogue box there is a
photograph of the house set of Secret Story (the French equivalent of the reality show Big Brother).
Below the photo of the house set are eight pictures of stick figures doing household chores (shopping,
washing the car, making the beds, etc.). In the transcript of the dialogue between Nicole and Julie they
discuss two characters from the show and the housework that these characters are seen doing, thereby
using the housework phrases in third person and also reinforcing some previously learnt items such as
physical and character descriptions (e.g. la blonde en t-shirt et jean; beau; paresseux [the blonde in
the t-shirt and jeans; handsome; lazy]) with expressions of frequency (une fois par mois [once a
month]). Of the two characters discussed the female, Maeva, is described as mignonne (cute/pretty)
and as somebody who does the cooking for the other contestants and who, after dinner, washes up.
Julie and Nicole also discuss Cyril, the male character. While he is described as beau, it is also
pointed out that he is lazy (paresseux), and that he does not hoover nor tidy up the boys’ bedroom.
Nicole says she hopes that Cyril is soon eliminated from the show. Towards the end of the dialogue
the two girls say, in first person, what they do to help at home, what they like or do not like doing.
The activity that the girls are engaged in (watching reality TV) is confirmed as a globalised
practice when Nicole tells Julie that ‘J’adore Secret Story’ and asks ‘Tu as ça au Canada?’ (Have you
got that in Canada?). And Julie replies ‘Nous avons Loft Story, c’est presque la même chose’ (We
have Loft Story, it’s almost the same thing). The fact that they strike up a conversation, however
unrealistic, because of a shared TV experience and discussion of characters in the programme allows
them to replicate the tone of celebrity gossip which features in much social media and talk about TV
viewing. By tapping into this particular global youth discourse, Tricolore seems to be attempting to
bridge the experience of the French-speaking protagonists represented in the book and what they
imagine is the lived reality of the student using the book. However, not only do they exclusively
represent native insider references, there is no choice offered to opt out of the reality TV content of
the constructed dialogue which conflates globalised Frenchness with reality TV. The context of
practising household chores through discussion of a TV reality show introduces the reader into a
fabricated world of behavioural norms where good equals a girl who does housework, and bad
equals a boy who is lazy. Furthermore, the adjectives used to describe the contestants are highly
gendered (la blonde; il est beau mais paresseux), and seem to privilege what Mohanty describes as
the ‘suppressed feminine’ (1995: 74), that is, a particular pseudo-feminist perspective found in
women-targeted media whereby women are encouraged to club together in opposition to the
oppressive male.
In Alter Ego the topic of household chores is presented through a humorous cartoon (bande
dessinée) showing a woman busy all day doing different chores. At the end of the day her husband,
seated in his armchair, suggests she should join a gym as she does no sport. Given how busy her day
has been she is exasperated by his suggestion and throws a saucepan over his head. Readers are
asked to put the parts of the story in the right order, and then to match up nine statements about
Myriam’s daily routine, for example: 1. Chaque matin, elle prépare le petit déjeuner pour la famille
(Every morning she makes breakfast for the family). The student is then asked, on the opposite page,
to imagine that they are a journalist for Elle magazine who is doing some research on who does what
in the home. Later in this unit (p. 79) the theme is revisited under the heading Qui fait quoi dans la
maison? (Who does what at home?). This time students are asked to read a magazine article, based on
research carried out by the French market research company IPSOS in 2005 on the distribution of
household chores. Students are asked to compare the data presented with the ‘general situation’ in
their home country and to say which country they prefer to live in as far as the distribution of
household chores is concerned. There is a photograph of a good looking, smiling man in shorts and a
casual shirt loading a washing machine in a sunny, modern kitchen. The caption reads L’homme
nouveau est arrivé? (Has the new man arrived?).
Apart from the explicit references to women’s magazines (an article extract and the mention of the
magazine Elle), the topic choice and activity types in Alter Ego replicate the layout and content of
women’s magazines. Women-targeted publications in France (la presse féminine) are big cultural
icons; two of the world’s three leading women’s magazines are French8 and there is a strong tradition
of mixing articles on fashion and shopping with other issues believed to be of concern to women. In
Lualaba’s (2008: 6) report on representations of women in French language women’s magazines, she
notes that, while there are differences for different age groups, these:
This intention ‘to contribute to the well-being of women’ seems to be mirrored in the topic choice and
discursive stance throughout Alter Ego. An article on who does what in the home is the sort of gender
discussion article that appears regularly in la presse feminine9 so, while the topic is presented as of
general interest, what we see is the reproduction of a particular genre where advice and support is
offered to women in a light, entertaining format. Male figures are either ridiculed as insensitive oafs
or idealised as the ‘secure, participating partner in the relationship’ (Hills, 2002: 270).
Textbook topics are presented through the modelling of communicative contexts. Each context
presented assumes an instance of communication that is not only recognisable but is believable or
desirable. In other words, the communicative contexts presented lead the reader into narrative worlds
which are framed as normative in some way. In their analysis of Cosmopolitan magazine Machin and
Thornborrow (2003) showed how women’s magazines use images and texts to align their readers
with the values of the magazine editors and advertisers. Similarly, in its presentation of vocabulary
related to household chores, Alter Ego has explicitly used the popular discourse of gender
differentiation to introduce and to develop the topic. Tricolore Total, as with other topics, does not
explicitly refer to gender differences, but these are implied, both through topic choice and also the
way in which the topic is modelled by adolescent girls. In both cases, gender roles are polarised,
although it is Alter Ego that does this consistently throughout the coursebook, featuring almost only
women protagonists in their material and using a formatting and presentation that strongly resembles a
women’s magazine.
In the UK the discourse of gender differences is often evoked (and of social class to a surprisingly
lesser extent) with regard to education, the experience of school and examination performance,
especially in MFL. The study of French has been cited as a particularly gendered activity, both
preferred by girls as well as discouraged for boys. Tricolore Total strives to be inclusive and boy
friendly through its images of active boys, but the topics are, nonetheless, predominantly centred
around home, domestic spheres, shopping and talking about relationships. Beyond the gender binary,
needless to say, there is no alternative to the ‘normality of heterosexual familism [ … ] affirmed in the
everyday routines and narratives of social life’ (Chambers, 2001: 168) (see Chapter 3 for discussion
of similar heteronormative perspectives).
Conclusion
In offering this critique, it is only fair, as many reviews do, to applaud the excellent work that is done
within the constraints of publishers’ restrictions and commercial imperatives. My aim in this chapter
has not been to criticise the hard work and integrity of authors. Rather, I have sought to compare how
communication and communicativeness in different French learning contexts are represented in two
different coursebooks. I have no reason to believe that students at the Alliance Française do not enjoy
their classes and learn a great deal from teachers using Alter Ego, which is an attractive and useful
resource. Indeed, the content of Alter Ego seems to reflect the demographic of FLE students who
travel to Paris for intensive courses; that is, mostly affluent women. Furthermore, looking only at a
textbook does no justice to the other resources that FLE teachers bring to supplement their classes,
and, as suggested by Pingel (2009), further empirical work is needed to investigate how textbooks are
used. With regard to UK schools, coursebooks such as Tricolore Total strive to interest and to be
more inclusive in terms of gender representation but are restricted by limited curriculum objectives to
focusing on grammar and interactional language.10
Nonetheless, it is important to examine and to contest the representational choices in any
educational media. Representations both reflect and seek to produce subjectivities, and textbooks
offer valuable insights into how language and communicative contexts are packaged and presented for
particular markets. Both textbooks presented here function well within their constrained markets. It is
pertinent that they are written by former teachers themselves, as are most textbooks, and so any
criticism centring on narrowness of representation (gender, age, ethnic heritage) or lack of
opportunity for reflexivity (on one’s own linguistic and cultural status) may not be perceived by
authors and publishers as relevant to their markets. This raises the fundamental question about
language learning and language-learner identity, such as understanding language as an aesthetic
pleasure (Kramsch, 2009) and for ‘play’ and ritual (Cook, 2000), not just for instrumental
communication. The challenge facing language study today is to take into account complex identities
resulting from unprecedented demographic mobility and diversity. In the UK modern languages in
schools cannot survive if only reducible to superficial service encounters and so the rationale for
languages needs to be argued at every level, a rationale that acknowledges the educational value of
language learning to enable learners to relativise their world view. While both books considered in
this chapter include a range of potentially interesting topics which provide opportunities for language
practice, what is further needed is inclusion of challenging, inclusive content and discussion of the
individual and social contexts of the language itself.
Notes
1. Grammatical, discourse, socio-linguistic and strategic competences.
2. http://www.fondation-alliancefr.org/?cat=538.
3. ‘French remained the most popular language (offered by 89 per cent of schools in 2008), followed by Spanish and German (25 per
cent and 10 per cent respectively), while a small number of schools (three per cent or under) offered Italian, Chinese, Japanese and
Urdu’ (DCSF, 2009: 3).
4. The most widely taken exams for FLE are the Diplôme d’études en langue française (DELF) followed by the Diplôme
approfondi de langue française, which are set and awarded by the French Ministry of Education.
5. ‘Getting learners to recognise their own cognitive style and to develop their own learning strategies accordingly’ (CEFR, 2001: 149).
6. The GCSE is usually taken in the final two years of compulsory schooling (ages 14–16). Afterwards most students wishing to go to
university take a restricted number of subjects at Advanced Subsidiary or Advanced level. The GCSE tests the four skills in
separate papers: speaking and writing are examined through teacher-led ‘controlled assessments’ with reading and listening being
examined more traditionally as set papers and marked externally.
7. According to personal correspondence from the Alliance Française in Paris, they receive over 11,000 students per year of over 160
nationalities and a spread of ages. The breakdown for 2011 was as follows:
Introduction
Language teaching is rarely free from cultural values and beliefs about particular languages and the
purpose for teaching or learning them. Whether it is about attitudes towards a language, beliefs about
a language and the uses of it, or the way it should be taught, historical, socio-political and ideological
aspects pervade all language teaching. As has been pointed out in the literature, language pedagogy
(as manifested in curricula, teaching practices and materials) is not a ‘neutral’ ground alien to socio-
political issues, rather, it reproduces and engages with the circulating discourses and values
embedded in governmental and institutional policies on the meanings of a language and culture (see,
for example, Harklau, 1999; Creese and Martin, 2003; Kubota et al., 2003; Kubota, 2004; Van Dijk,
2004; Creese et al., 2006; Gray, 2010a; Starkey, 2011). In this way, language textbooks construct the
target culture through socio-historical and socio-political lenses and learners are placed at the centre
of an ideological exercise in which particular agendas are played out.
Most language textbooks, however, do not foreground this contingent and ideological nature of
cultural content and instead present the cultural aspects of a language in a purportedly objective way.
Within such an approach, cultural issues are frequently presented in ‘culture asides’ which provide
idiosyncratic and curious ‘facts’ about the culture. Whether consciously or unconsciously, language
textbooks transmit particular ideologies about a culture and these are manifested in different ways; for
example, the examples used in grammar explanations may present particular versions of the world
(Starkey and Osley, 2001; Leahy, 2004), or even when culture is presented in an explicit way, this
may be done by presenting homogeneous and monolithic versions which are seriously at odds with
reality (Mar-Molinero, 1992; Cortazzi and Jin, 1999). This chapter argues that the textbook does not
and should not present a single imaginary of a culture. Rather, it suggests that the textbook, as a
cultural artefact, should incorporate competing versions of the target culture, while at the same time
allowing space for reflective distance. It should provide learners with the tools to ‘pass judgement’
and present alternative world views by engaging their subjectivity (Kramsch, 2009).
A recent ‘subjective’ turn in language learning has signalled a move towards personal and
symbolic aspects of the language learning experience which foreground the development of new
sensibilities and the construction of personal meanings through the target language (Coffey and Street,
2008; Kramsch, 2009; Ros i Solé and Fenoulhet, 2011). These new subjectivities, however, which
tap into learners’ personal interpretations of the culture, may be in tension with political and
ideological views represented in language textbooks. Textbooks, it will be recalled, can also be seen
as ‘cultural artefacts’ (Gray, 2010a) in which meanings are represented in highly selective and
frequently politicised ways. This chapter explores how learners’ alternative worlds and personal
trajectories challenge these politicised representations of Spanish-speaking people. In order to
highlight how ideological discourses constrain subjective cultural representations in language
coursebooks, I analyse a Spanish language textbook, Aula Internacional (Corpas et al., 2006).
a combination of, on the one hand, things which formerly would have been the province of
individuality, such as ‘attitudes’ and ‘personality traits’ and ‘feelings’, and, on the other hand,
things that are more in the public domain such as income, and especially consumer behaviour.
In this context, language learners are no longer seen as made up of old and fixed identity markers –
rather they constantly interact with socioeconomic constraints and their ‘lifestyles’ and identities are
affected by these. Learners may ‘buy into’ different ways of being recognised by others or may be
positioned into different roles by governmental organisations, cultural and educational policies, and
even marketing experts. When entering the language classroom, learners already carry with them their
identities and subjectivities that will match or be in conflict with the imagined language learner
identities provided in the language textbook.
But learners do not have to be tied in to a particular version of the culture. They do not have to
consume the version of the culture produced by the textbook or endorsed by the teacher, they can
contest and inflect this with their own meanings. In order to explore this further, I will now focus on
three aspects of cultural representations and how they can be explored from the perspective of the
putative learner: the concept of ‘foreignness’, representations of Spanish multilingualism and multi-
culturalism, and the place of history in the teaching of culture. I have chosen these topics because of
their potential to link learners with their affective and moral responses, and to have a transformative
power for the development of the self.
Imagining ‘foreignness’
The meaning of ‘foreign’ in language learning is highly ideological. As Pavlenko (2003: 315) points
out, the meaning of ‘foreignness’ can be defined as an arbitrary construction by ‘those in power’.
Pavlenko reminds us how the notion of the nation rests on a collective consciousness of belonging to
a group, and, invoking Anderson’s (1991) notion of imagined communities, she argues that the
difference between the ‘other’ and ‘us’ is not real but ‘imagined’.
The idea that the concept of discrete languages and cultures is part of a ‘grand narrative’
constructed by powerful agents such as governments, their foreign policies and the cultural production
of elite groups is not new. Said’s (1978) concept of orientalism famously denounced the skewed
images that intellectuals in the West had formed of Eastern cultures. He also used the term
‘imaginative geographies’ to describe how the East has been given meaning and interpreted through
Western discourses. Pratt (1992) takes a similar stance by questioning cultural representations of
European travel writers and their post-colonial imaginaries.
The contingency of languages and cultures rests both on particular political discourses and the
perspective that the beholder takes. Within this critical view of the scope of languages and cultures,
languages are not seen as fixed and pre-existing us, that is, static objects to be discovered, but rather
they evolve and are defined within historically evolving ideological domains (Pennycook, 2004), so
that, for example, the meaning of ‘Spanishness’ or ‘Spanish culture’ is not only contingent on the
discourses available at the time, but also on the individual learner’s perspective and his or her
specific historic and cultural trajectory.
This shifting ground in the perception of languages and cultures can be exemplified by noting the
changing relationships of particular languages to specific territories. One only has to think of regions
where there has been a recent war (such as the Balkans) (see Byram, 2008). In the former Yugoslavia,
the concepts of ‘the nation’ and ‘the language’ are embedded in questions about the fixedness and
‘truth’ of attributing cultures and languages to particular geographies and the arbitrariness of this.
Where before there was one language (i.e. Serbo-Croat), now there are four: Bosnian, Croatian,
Montenegrin and Serbian.
Similarly, traditional modern European languages taught in Western European countries have until
recently followed a national modernist paradigm of one language-one nation that has linked cultures
with national and homogeneous identities (Starkey, 2011; Stougaard-Nielsen, 2011; Ros i Solé, 2003;
Risager, 2007). However, the increasing globalisation of the world economy has provoked an
important shift in language ideology. As Heller (2000: 12), points out:
we find ourselves at a turning point, in which, at least in Europe and North America, there is a
tension between understanding language as primarily linked to the construction and operation of
nation-states and understanding language as primarily linked to the control over and access to the
production and distribution of economic resources.
We need to add to this the phenomenon of the population’s growing mobility (Urry, 2009) and
superdiversity in urban societies (Vertovec, 2007) where individuals cannot be segregated into
closed-off communities. Rather, these superdiverse individuals often participate in different
communities simultaneously. Within these conceptualisations of culture, language learning must re-
examine the boundaries and scope to include these new complex dimensions of the imagined
ideological cultures which may blurr political barriers.
While globalisation is having an impact on contemporary approaches to Spanish language teaching
by favouring transnational approaches to the language in which the global scale is the ultimate scale
for action (Mar-Molinero and Paffey, 2011), we also need to look at how this global scale impacts on
national identities. Indeed, the relation between the national and the global, the multiplicity of cultural
alliances, and the intermingling of communities within and across geographical boundaries need to be
discussed in the context of Spanish language teaching.
Methodology
I have chosen a particular language textbook in order to apply the theoretical framework described
above. This textbook will provide the context to discuss a critical analysis of textbooks from the point
of view of the subjectivity allowed for the learner and the political positions afforded to the learner
within multilingual and superdiverse societies.
The book has been selected for its breadth and variety in the treatment of Hispanic cultures and
contemporary topics which go beyond the stereotyped list of themes often found in foreign language
textbooks. The different ways in which cultural topics are dealt with in the book also allowed for a
more in-depth analysis of the role of the imagined subjectivity of the learner.
The audience of the book was also an important factor in choosing it. The aim was to choose a
textbook that had international appeal and was not exclusively designed with the UK in mind.
Although Aula Internacional (AI) is produced in Barcelona, it is a book directed at a wider global
audience, albeit one that focuses on Europe. This allows me to assume a more multicultural target
reader that goes beyond national paradigms. Moreover, there seemed to be an attempt by the authors
to go beyond the purely functional and touristy language outcomes to deal with more educational and
socially oriented themes.
The analysis of the book is based on a combination of content analysis, critical discourse analysis
(CDA) and critical literacy approach. I began by tracing the topics mentioned in the book, whether in
the table of contents or within its pages, both in the exercises and the texts introduced. Then, I went
through a second level of analysis which used CDA to interpret texts within any ideological frame
that may be underpinning it (Fairclough, 1989; Van Dijk, 2004), and finally I used the concept of open
and closed text from critical literacy studies (Luke, 1989).
The information presented on the front and back covers of the book gives an introduction to how
Spanish-speaking culture(s) is/are set out in this textbook. The front cover of the book places culture
in a prominent position by showing a fragment of a trencadís (mosaic) by Antonio Gaudí, the famous
Catalan architect who has become an icon of Barcelona and one of the emblems of a cultural policy
which emphasises and sells Catalonia as a place of culture. Moreover, it can be also interpreted as a
metaphor of the heterogeneity and multiplicity of influences in a superdiverse (Vertovec, 2007)
culture represented by the different shards that make up the mosaic. The written information on the
back cover of the book complements this first impression by claiming to address Spanish cultures as
well as Latin American ones. The book states that as well as covering the communicative skills and
grammar, it also ‘integrates’ getting to know and understanding the different cultures in Latin
America.
It is not only the illustration on the cover of the book that gives us a clue about what the main claim
of this book is. It is also interesting to pay attention to the title of the book ‘Aula Internacional’. On
the one hand, the use of the word aula (classroom) signals the book is for use in classrooms (and may
thus be said to reference education – in a way that few UK-produced ELT textbooks do). On the other,
it emphasises its international and global projection.
The artwork accompanying Unit 1 is a cartoon featuring another important image which sets the
tone for imagining the audience of this textbook. This cartoon illustrates a wide section of the
population: ranging in age from early twenties to fifties, they represent a variety of ethnic
backgrounds and professions. A close investigation of the table of contents and the book’s content
shows that the texts and images presented introduce a variety of cultural, spiritual and educational
topics that go beyond the ‘tourist gaze’ and engage with contemporary topics and concerns – from the
more aesthetically oriented, such as contemporary design, body piercing and fashion, to the media
(e.g. radio), medicine (e.g. alternative therapies), cultural history (e.g. archaeology), architecture and
literature. These topics are presented in order to practise language functions and structures and to
expand vocabulary.
by calling its own subjectivity to the reader’s attention, the work juxtaposes itself against the
reader’s knowledge of contemporary culture and requires an ‘unforeseen interpretation’ on the
basis of the variables of the reader’s ‘semantic encyclopedia’.
If we analyse the texts presented in the Más cultura section we can see that the texts provided are
susceptible to multiple interpretations and elicit the opinions of the learner and accounts of his/her
alternative possible worlds. Indeed, with this type of text the reader could be invited to reflect on
his/her own experiences and refashion the text presented by accessing his/her ‘semantic
encyclopedia’.
Instead, though, the reader is asked to give an opinion that does not engage critically with the
‘culture’ presented in the text. Rather, the reader compares experiences described in the text with
familiar ones without trying to give the text a ‘new life’. There is no refashioning or imagining of
alternative scenarios. Although the learner is on occasion invited to imagine how a particular
conversation would develop, this concentrates on ‘style’ rather than on the content of the piece.
An example of such stylistic approaches to text can be seen in the treatment of the text ‘Sin noticias
de Gurb’ (p. 153). Here the learner reads a humorous and fantastical passage written by the Spanish
writer Eduardo Mendoza about an alien, who, having landed on earth, is studying how Spanish
people function. After reading the text, learners are asked to comment on the conversation between an
alien and a janitor in a building and give their opinion on what they think of the seducing techniques
employed by the locals. The reader is not asked to reinterpret the text by giving it a different reading
of the experience, or by being an ‘outsider’. This would have involved a certain degree of reflexivity
which would encourage the student to talk about experiences of alienation in a different culture; that
is, learners could be asked to talk about what it feels to be like a ‘foreigner’ in another culture, or
how they would go about things if they were the outer space character and had landed in a Latin
American country rather than in Spain. Instead, what the reader is asked to do does not make the
learner engage his/her unique cultural trajectory and (multi)cultural experiences, but rather sees the
literary excerpt as a humorous piece or an anecdote. Although we could classify the text used in this
exercise as an ‘open text’ for the opportunities it may afford for engaging learners’ criticality and
emotional reactions, the treatment given seems to forego these opportunities by not involving the
personal judgement of the reader in relation to culture, its norms and behaviours.
In the next section I will discuss another way of presenting knowledge about Spanish culture in this
book that shows greater participation and the engagement of the subjectivity of the language learner.
Consuming culture
The imagined readership of the book in AI does not seem to be people who are merely uncritical
consumers of ‘high’ culture. Instead they are people who participate in other forms of cultural
consumption that are not only the privilege of an intellectual elite.
The readership of AI is represented as being a social group who has a desire to consume popular
culture such as music, food and holidays, and everyday hobbies and activities accessible to most
Western Europeans. An example from the book, where students are asked to select a restaurant to go
to from a selection after reading a brief description of what type of restaurant it is, illustrates this
point (p. 22). As with many ELT courses, asking students to make consumerist choices shows that
Spanish courses are not immune to the trend of presenting ‘consumerist lifestyles’ (Van Leeuwen,
2009; Gray, 2010a) in which textbook characters are presented as people seeking to fulfil material
and lifestyle ambitions.
The fulfilment of consumer desires and the exercising of choice by the language learner does not
stop at the level of the kind of Spanish lifestyle learners opt into, but also the different cultural
‘products’ and ‘souvenirs’ they consume. The students of this book are imagined as middle-class
consumers of both ‘pop culture’ and ‘mass culture’ interested in fashion, eating out and travelling. The
theme of Moda española included in the chapter about ‘design’ is an illustration of this. Here a brief
text about the history of Spanish fashion is used as a reading exercise where students have to match
images of models wearing clothes to the different design styles described in the text.
This cultural consumption does not conform to the definition of culture usually referred to when
talking about ‘culture’ in language studies and language teaching. It does not conform to ‘high-brow’
culture but to the view that cultural studies have broadened the concept of culture to include that
which deals with everyday life and its practices (Labanyi, 2002). Following Beck’s (2006: 41)
concept of ‘banal cosmopolitanism’, one can see how language learners are urged to consume (or
simulate consuming) cosmopolitan mass-products in language textbooks by reading about designer
furniture, clothing and ethnic restaurants. Banal cosmopolitanism is intimately connected with all
forms of consumption. It is exhibited not only by the vast colourful array of meals, foodstuffs,
restaurants and menus routinely found in almost any city anywhere in the world; it also pervades other
spheres of everyday culture – for example, music.
So, whereas language learners may think that they are not dealing with culture in these instances of
‘banal cosmopolitanism’, it is precisely in these instances that students acquire more relevance and
agency and are allowed to reflect about the cultural content presented. Ironically, it is with ‘mass’
culture that the learner has an opportunity to make choices about the target culture and engage his/her
subjectivity by constructing his/her own lifestyles within it and express his/her own desires. In
another exercise from the book we can see how learners engage their subjectivities by infusing and
interpreting Spanish cultures with their personal tastes and desires where students are asked to look
at several holiday trips and to choose one (p. 50).
Students following this textbook are not only assumed to be able to travel for holiday purposes, but
they are also constructed as highly mobile individuals who see the rest of the world as possible
locations for work, and cultures that can be drawn on for educating oneself and broadening the mind.
A continuación, te presentamos dos textos de dos grandes escritores hispanos. En ellos dos
mujeres que llevan casadas más de veinte años se quejan a sus maridos. ¿Cuál dirías que es la
principal diferencia entre ellas? En tu opinión, alguna de ellas tiene mas razón para quejarse?
(Corpas et al., 2006: 162)
[Below, there are two texts by two well-known Hispanic writers. In them, two women who have
been married for more than 20 years complain about their husbands. What would you say is the
main difference between them? Do you think that one has a better reason to complain than the
other?]
It could be argued that this tendency to polarise Spain on one side and Latin American countries on
the other could in itself be just a strategy to handle the great variety of languages and cultures within
Latin America and Spain. However, the different cultures are not treated as being in the same playing
field. Not only is Spanish culture written about from a peninsular Spanish authorial perspective and
the contrast between Latin American and Spanish cultural productions used as a pedagogical strategy,
but there is also a clear tendency to present stories about Latin America in a different light. This is
further emphasised because many of the topics and texts about Latin America appear in three specific
sections of the textbook: the unit about ‘América’, a section called Viajar (where there is a focus on
the reading of authentic texts), and the section called Más cultura.
The bias towards a Spanish peninsular voice is patent in the way Latin American cultures are not
integrated fully in the coursebook and in the choice of topics, which present certain values about the
culture(s). Whereas peninsular Spanish stands for modernity, rationality and the world of work, Latin
America is associated with more exotic and backward practices. In the section Viajar, where both
Spain and Latin America feature, there is a noticeable difference in focus. In Table 8.1 there is a
breakdown of the different texts and topics that appear in this section.
In the table we can see that more than half of the chapters feature Spanish examples on their own. In
contrast to this, there is only one occasion where a topic about a Latin American country (Cuba)
appears on its own. Moreover, the topics chosen to be represented with material from Latin America
are usually within the areas of folklore, music or religion (chapters 3, 7, 9, 11).
Having done this analysis of the content of the cultural section Viajar, we can say that there is a
tendency to present topics about Latin America in relation to traditions, art and religion, whereas
Spanish society is described in a more comprehensive and contemporary way by including topics
such as social issues, modern industries (fashion), the media and recent politics. In the next section I
will argue that such treatment constitutes the ‘otherisation’ of Latin American cultures.
Some authors such as Van Dijk (2004) classify such forms of ‘otherising’ as subtle and implicit
forms of ‘contemporary racism’. He distinguishes the following ways of displaying racism in
representations of different societies:
Todo el mundo sabe cosas de Cuba … [everybody knows something about Cuba]
La santería tiene sus origenes en el oeste de África … [Santería originates in West Africa]
Los devotos de la santería creen en una fuerza central llamada Oloddumare … [Santería
followers believe in a central force called Oloddumare]
By representing the role of Hispanic and indigenous cultures in Latin America in terms of folkloric
and mysterious religious practices, Latin America is not treated on an equal footing with Spain,
where, as I have stated, more modern developments are presented. Latin American cultures are dealt
with as something we do not understand properly. In this way they are made mysterious within
Hispanic cultures, and students cannot necessarily exercise their subjectivities by empathising or
opposing their views to those presented in the textbook.
Has pensado alguna vez en la labor que desempeñan los correspon-sales de guerra? ¿Cómo ves
esa profesión? ¿Piensas que los periodistas se identifican con las víctimas de la guerra o actúan
con frialdad e indiferencia?
(Corpas et al., 2006: 168)
[Have you ever thought about what war correspondents do? How do you see this type of job? Do
you think that journalists identify themselves with war victims or, on the contrary, that they are
cold and indifferent to the events?]
By not choosing a violent episode of Spanish history, the trauma and memory of Spanish history is not
discussed and reflected upon by the learner and observer of another culture. Language learners’
historical memories of events directly experienced by themselves, or lived through the tales and
stories told by their own community or through intellectual affinity with a community may well have
left traces of this history in their own identities. One has only to think of the British involvement in the
Spanish Civil War and its international reverberations. Indeed, a book that tries to depict and discuss
Hispanic contemporary culture may do well to include an account of poignant examples of cultural
and political conflict with international reverberations such as the Spanish Civil War, the Zapatista
revolutionary movement in Mexico in the 1990s, the Cuban revolution in the late 1950s or the
Sandinista movement in Nicaragua in the 1980s, to mention just a few.
At first glance then the choice of another country for talking about war appears to be an odd one
when we are dealing with a book about Hispanic language and culture. However, it all becomes clear
when we consider that the focus of the text presented here is not so much talking about world events
and the role of Spanish peace-keeping forces, but rather to present an example of the Spanish cultural
canon through its ‘high brow’ literature; in this case the literature of one of its most famous Spanish
contemporary writers, Arturo Pérez-Reverté.
If this is the aim of the exercise, having the discussion of ‘high brow’ literature as the focus misses
an opportunity to engage learners’ subjectivity and emotional involvement in emotionally charged
conflicts such as war. The learner is given a version of Hispanic culture that has been sanitised and
stripped of any serious political debate. It is not the war correspondent that is distancing himself to
the events, but rather the topics presented in the textbook are themselves presented as ‘distant’ and
‘cold’, and as the undisputable truth of ‘high culture’. It is a version of Spanish culture that the learner
has no stake in because no alternative versions are provided and the learners are not invited to reflect
on their own feelings and position towards the event; it has already been digested, marketed and
packaged for them to consume unquestioningly.
Introduction
In England, the number of pupils studying modern foreign languages (MFL) beyond the compulsory
period of three years at Key Stage 3 (KS3, age 11–14) has decreased dramatically since 2003. More
than 50 per cent of pupils discontinue language study at the age of 14, which, it has frequently been
argued, gives them a considerable disadvantage in terms of their intellectual development, their
intercultural understanding, and their life and career opportunities (e.g. Nuffield Languages Inquiry,
2000: 6; Coleman, 2009). The current decline in MFL study also contributes to the social divide in
educational provision in England, as the more prestigious and selective grammar schools and
independent schools maintain relatively high levels of participation, while in less privileged schools
far more pupils drop languages at the end of KS3. To provide equal opportunities to all pupils, it is
crucial to identify ways in which pupils can be influenced to continue the study of MFL beyond the
age of 14.
Pupils’ lack of motivation for studying MFL has been attributed to a number of factors. Perhaps the
most commonly cited is that pupils (and their parents) express the belief that there is little practical
use in knowing a foreign language when ‘everybody speaks English’. There is also a widely held
belief that foreign languages are difficult, and thus a risky choice of subject to take in the GCSE1
examination at age 16. These beliefs are difficult to counter in the short term. Lack of motivation has
also been attributed to problems with the content and methodology of lessons, which are, to a very
great extent, determined by the topics, texts and activities provided in textbooks. Despite the fact that
teachers may have little choice over the MFL textbook used in their school, given their busy
schedules, they usually have to rely on the textbook for the provision of structure and progression in
learning, as well as for content. Pupils’ motivation is closely linked to the perceived relevance of the
teaching content to their identities, needs and personal interests (Dörnyei, 2001). We were therefore
interested to evaluate the extent to which MFL textbooks provide exposure to authentic language and
opportunities to use language in authentic ways which might help pupils aged 11–13 to see the
relevance and value of learning a foreign language to their real-life needs and concerns.
KS3 textbooks provide the first part of a graded progression towards the achievement of the
GCSE, and therefore cover the range of themes, topics and tasks tested in the GCSE. This is ironic,
given that more than half of the pupils in England do not study MFL up to that level, since studying a
foreign language ceased to be compulsory beyond KS3 in 2003. For this reason, it could be argued
that the content of MFL teaching at KS3 should not necessarily be dictated by GCSE requirements.
Instead, it should aim at building pupils’ confidence in their own ability to learn and use the foreign
language in practical and useful ways, as well as maintaining and strengthening pupils’ interest in the
language and culture, as these attitudes might also motivate pupils to continue their language study.
The choice of content (i.e. topics, texts and learning activities that are perceived by pupils as
engaging, sufficiently challenging, relevant and authentic) is crucial for these aims.
We chose for analysis volumes 1 and 2 of Logo! and Echo (Gordon and Lanzer, 2002; Green and
Lanzer, 2002; McNeill and Williams, 2004, 2005), two widely used German textbook series. Before
we present the findings of our evaluation, we discuss authenticity and challenge as two factors that
are held to facilitate motivation in instructed language learning. Based on these factors, we then
present a framework for analysis of the content of the materials focusing on authenticity, challenge and
provision of information on the target language culture. In addition to evaluating the potential of the
textbooks to motivate pupils, we also consider teachers’ and pupils’ perceptions of the suitability of
topics, texts, tasks and target culture information in these textbooks, by drawing on a small-scale
study into MFL teaching and learning at KS3. This study included a focus group discussion with eight
teacher trainees, interviews with two experienced German teachers, observations of their German
lessons, and focus group discussions with pupils from the observed lessons. All participants worked
with either Logo! or Echo. Although our analysis focuses on four German textbooks only, it is argued
that these books are representative of current MFL textbooks at KS3. We compared Logo! and Echo
with a range of other German textbooks for KS3, as well as French and Spanish textbooks for the
same level, and found that they are very similar in their design, topic choice, methodology and
progression towards the GCSE. This is not surprising, given that these books prepare pupils for
GCSE specifications that are very similar across different languages and across the five English
examination boards (CILT, 2012). We therefore hope that the findings of our study will offer some
useful suggestions for the design of KS3 MFL textbooks in general, as well as suggestions for
teachers who have to work with these textbooks on how the materials can be made more relevant,
engaging and challenging for pupils.
• Do the textbooks offer topics of personal authenticity? Do they provide opportunities for
communication that represent what pupils aged 11–14 would naturally talk about?
• Do the tasks and activities presented in the textbooks offer situational and interactional
authenticity, as well as an appropriate level of challenge?
• Do the texts and photos offer information on the target culture that is capable of stimulating and
satisfying pupils’ interest?
Topics
The range of topics in the two textbooks is identical and all topics correspond to those in the GCSE
specifications of the five exam boards (CILT, 2012). The topics of the six units of the first volume of
Logo! and Echo are identical and appear in the same order, with some small differences in unit
headings. The topics relate to pupils’ immediate environment, that is, talking about oneself, school,
family and friends, leisure time and hobbies, the home, and the town and its location. In the second
volume, the six units in both textbooks cover identical topics, but in a different order; these include
holidays, shopping, eating, going out, and health and the body. Both books devote one unit to the topic
of going on a student exchange (Logo! 2, Unit 5: ‘Los geht’s nach Köln’[Off to Cologne]; Echo 2, Unit
6: ‘Exchange’), obviously based on the assumption that KS3 pupils will have the opportunity to take
part in an exchange or a visit to a German town.
All topics are obviously related to the pupils’ world and life experience, and therefore pupils
would in all probability have something to say about them. Nevertheless, the question is whether the
topics represent something KS3 pupils would want to speak about. As Hawkins (1996) argued in his
plea for starting MFL earlier than KS3, children aged 11–14 are pre-pubescent or in puberty, a phase
when they become self-conscious and anxious about peer approval. Topics such as self, family, home
or the body may at this stage be perceived as embarrassing to talk about. The fact that the textbook
topics constantly require learners to speak about themselves was also criticised in the focus group
discussion of trainee teachers, for example:
A: It can also be a bit of a minefield talking about themselves, they’re teenagers, young teenagers,
particularly at stage three they have no idea who they are, year seven they’re making friends still,
they’ve only known each other a year and to ask them what their favourite kind of music is, well
it’s so dangerous for them to answer because they might say something that’s uncool.
Some of the unit sub-topics have the potential of being particularly face-threatening. For instance in
Unit 5 (Logo! 1: ‘At home’; Echo 1: ‘My home’) one sub-topic, ‘Helping around the house’, requires
pupils to explain the ways in which they help at home. This is highly likely to be ‘uncool’, not to
mention completely uninteresting as a topic for this age group, and pupils may worry about being
teased if they admit that they help around the house. It is also highly unlikely that a conversation about
domestic duties would occur naturally in this age group. There are numerous examples of sub-topics
and activities that seem to have little communicative relevance to pupils. For example, the first unit of
both textbooks, entitled ‘Hallo’, has the sub-topic of ‘Meine Tasche’ [My school bag] and requires
pupils to describe what is in their school bags. This activity has as little communicative meaning as
the request to describe the town in which they live (Unit 6).
It has to be acknowledged that textbooks for beginners which aim to equip learners with general
communicative skills are constrained in the choice of topics; clearly these need to be general enough
to be of concern to everybody and relate to everybody’s everyday life. It is therefore not surprising
that the topics presented in Logo! and Echo 1and 2 are not only, as mentioned earlier, the same in
KS3 textbooks for other languages, but also in textbooks for adult beginners. However, it is not only
the topics, but the associated tasks and activities, as well as cultural information presented in texts
and illustrations, that can make a textbook authentic and thus motivating for learners. The two
examples of talking about helping around the house and the contents of one’s school bag have
demonstrated an unfortunate use of activities, as they require pupils to make potentially uninteresting
or embarrassing statements about themselves. In the next section, we will examine more closely
whether and how the two textbooks make their topics relevant to pupils through activities that offer
opportunities for personally meaningful communication.
Was hast du unterwegs gemacht? [What did you do on the journey?] Ich habe (aus dem Fenster
geschaut). [I looked out of the window.] Du bist Person h. [You are person h.]
(Richtig!) Was hast du unterwegs gemacht? [(Right) What did you do on the journey?]
The next exercise provides drawings of people doing various activities, each one labelled with a
person’s name, and pupils are expected to write sentences about these people, for example ‘Jens hat
aus dem Fenster geschaut’ (Jens looked out of the window).
The second part of the lesson, as mentioned above, is based on a highly contrived dialogue
between two 14-year-old friends:
The conversation ends abruptly (and unnaturally) after the target question and answer (in italics
above) have been uttered. Pupils then listen to five more conversations that are equally contrived and
note down whether the traveller’s experience in each case was positive or negative, as well as the
departure times and the traveller’s activities on the train. Then, based on pictures labelled with four
more names, pupils role-play similar conversations about four other fictitious teenagers, Anke,
Mustafa, Uwe and Detlef. Finally they are asked to write out dialogues involving Mustafa and Detlef
following the same contrived model.
Although there is some attempt to incorporate situational authenticity by providing a minimal
context for asking and answering about what someone did on a journey, the purpose of these
conversations and their contexts are not clear, and even if they were, they are not very natural
situations. The model dialogue is stilted in order to arrive at the target structure ‘Was hast du
unterwegs gemacht? Ich habe (Orangensaft getrunken)’ (What did you do on the journey? I [drank
some orange juice]). Interactional authenticity is lacking as nothing is communicated in the pair work
except perhaps ‘see if you can recognise from what I say which person in the picture I am pretending
to be’. The ‘texts’ they produce lack naturalness not only in the language but also in the discourse
structure – learners would recognise the activities as practising grammar not learning to
communicate. Would anyone really ask someone what they did on a journey, and would anyone say ‘I
drank coca cola’ or ‘I wrote a letter’ or ‘I looked out of the window’?
Personal authenticity is missing from this whole set of activities on a number of levels. Pupils do
not get to use their own ideas or to talk about their own experiences or ideas. Interestingly, pupils we
observed working with this unit made up crazy ideas such as ‘I played basketball on the train’
personalising the content just for fun. In fact, although the aim in the teacher’s guide is ‘Pupils will
learn how to say what they did on a journey’, it is striking that at no point in this unit do learners get
to talk about what THEY did on a journey. They talk about person (a, b, c, d, e, f, g, h, i and j) in a
picture, and they talk and write about the fictitious journeys of fictitious characters such as Stefan,
Miguel, Anke, Mustafa, Uwe and Detlef, names which are appearing, sometimes for the first time in
the textbook, as labels on pictures. The topics are not of personal relevance or interest, and the
functional situations are not ones that learners are likely to see as important for their own lives.
Furthermore, the whole idea of a 13- or 14-year-old travelling on their own by train to a host family
in Germany seems extremely unlikely. Besides this, it seems to us that activities like reading
newspapers and magazines or talking and texting on your mobile are much more common things for
13- and 14-year-old children to do on a train journey than some of the activities in the book, like
writing a letter or doing puzzles. Lastly, pupils are constrained in the language they use. The rationale
for the unit is the accurate production of inauthentic instances of a grammatical sentence pattern
devoid of any personal meanings or communication of ideas and information.
Ich bin ziemlich sportlich. Im Frühling spiele ich Tennis. Im Sommer gehe ich jeden Tag
schwimmen …. Im Herbst ist das Wetter oft nicht so gut, also spiele ich mit meinen Freunden im
Sportzentrum Basketball. Im Winter spiele ich in der Schule Fußball. Meine Freundin Lena ist
nicht so sportlich. Im Frühling und Sommer geht sie einkaufen … Im Winter geht sie ins Kino oder
sieht fern
I’m quite a sporty person. In the spring I play tennis. In summer I go swimming every day. In
autumn the weather is often not very good, so I play basketball in the sports centre with my
friends. In winter I play football at school. My friend Lena is not very sporty. In spring and
summer she goes shopping. In winter she goes to the cinema or watches television.
For the sake of practising the seasons and sentence order, the unlikely scenario of people doing
certain things only in certain seasons is presented: Christian plays tennis only in the spring and
football only in the winter; Lena goes shopping only in the spring and summer, and watches TV only
in winter.
The second type of text in Echo 2 consists of written versions of dialogues and statements
presented in listening comprehension activities. There are 12 instances (22 per cent) of this text type
in Echo 2. This use of texts raises the question of whether it is appropriate to always provide
transcriptions to accompany listening comprehension texts, when targeted comprehension tasks might
be more effective in enhancing listening skills. The considerable amount of space given to
transcriptions could be given over instead to more texts offering cultural information.
There are only five instances in Echo 2 of more imaginative texts such as songs and, in one case, a
poem. Even these were written specifically for the textbook, depriving pupils of the chance to hear
and sing a ‘real’ German song. The fact that the song ‘Die schönste Zeit ist die Weihnachtszeit für
mich’ (The most beautiful time for me is Christmas time; Unit 2, p. 39) was constructed for the
textbook even though there is an old German song called ‘Die schönste Zeit des Jahres ist die
Weihnachtszeit’ (The most beautiful time of the year is Christmas time) suggests a narrow
understanding of the potential of texts in language teaching. There seems to be a preoccupation with
exploiting texts for vocabulary and grammar, and a fear that genuine texts might be too difficult for the
learners. These constructed texts make it obvious to pupils that they are written to reinforce a teaching
point and kept extremely simple. In other words, the textbook is showing pupils that real language is
too difficult, thus maintaining a culture of under-challenging and spoon-feeding.
The preference for constructed over genuine texts results in the occasional use of outdated and
unnatural language. For instance, parents and grandparents are addressed with the obsolete title of
‘Mutti’ and ‘Vati’ (mum and dad), and in LogoO! 2, the totally outdated form ‘Großmutti’ (grandma)
can be found in a postcard (p. 36). Elsewhere, an e-mail has ‘Betrifft’ (Reference) in the heading, a
form that became obsolete in letters in the 1990s. Occasionally the language use is even inaccurate
rather than unusual, for instance when Stefanie Schuster writes in a letter of enquiry about
opportunities for mountain biking ‘Ich mag Mountainbike fahren’ (I like riding mountain bikes; Echo
1, p. 71).
Throughout the four volumes of Logo! and Echo 1 and 2, only a few pieces of factual information
on German culture and life can be found. These are very short texts written in English, such as the two
sentences on German markets in Echo 2 (p. 24).
Conclusion
We have argued that there is a need for language teaching materials to meet a number of criteria in
order to build and maintain learners’ motivation, a consideration which is particularly important in
the case of MFL at KS3 in England. These criteria include the provision of meaningful and authentic
texts on topics that are relevant to pupils’ lives, information that pupils can learn from, in particular
about the target language culture, opportunities to communicate in ways that have personal,
interactional and situational authenticity, and activities that challenge pupils cognitively and
affectively. We have shown that Logo! 1 and 2 and Echo 1 and 2 have severe shortcomings in relation
to all these criteria. Motivation, authenticity and challenge are inter-related in that authentic texts and
tasks which require understanding and communication of pragmatic meanings are undoubtedly more
challenging and more motivating than display activities which focus solely on accurate production of
sentences. Pupils are seriously under-challenged by the activities in KS3 MFL textbooks which
spoon-feed pupils (or perhaps drip-feed is a more appropriate metaphor, given that progress is so
slow). We feel that substantially increasing the level of challenge and engagement, and creating
conditions for learning that are consistent with current research into SLA would lead to considerably
faster progress, which in itself would help to build greater motivation.
If the format of lessons has to be PPP, it is essential not to leave out the third ‘P’, production or
‘free stage’ activities, where accuracy is not supposed to be prioritised to the exclusion of fluency
and communication. Learning to use a language communicatively requires opportunities to produce
language in ways that are natural, authentic and personally meaningful. Struggling with the challenge
of actually communicating ideas, opinions and preferences and talking about their lives, their
interests, their concerns and their ambitions is much more likely to motivate pupils than activities that
require only language display that is largely devoid of meaning. For the authentication of teaching
materials, with its effect on motivation, pupils need authentic models as a starting point, as well as
engaging information about the context and the purpose of the communication.
There is an almost total neglect of authenticity and challenge in the reading and listening passages
in the textbooks we analysed. The lack of exposure to anything other than small and highly contrived
samples of language means that there is little data which pupils can draw on to get a feel for language,
or make and test out hypotheses about how the language works. There is a need for far greater
exposure to the target language, which means more texts, but also texts that are more authentic, longer
and linguistically more complex. More importantly, however, we are convinced that the topics
themselves, and the treatment of the topics reflected in choice of texts and activity types, seriously
detract from the motivation of pupils who are taught using these materials. The texts need to contain
interesting and substantial information on topics that pupils can see as relevant to their own lives and
interests, and from which they can learn something real that they did not know beforehand. Some of
this information should undoubtedly be about the target language culture, in this case about Germany,
German culture and the real lives of German people, particularly those of similar ages to the learners.
Other texts could be linked to cross-curricular themes, including the kinds of serious and even
provocative topics appropriate to their age group which are sometimes covered in personal, social
and health education lessons. The target language culture can even be linked to cross-curricular
themes, for example, the topic of smoking and health could start from a comparison of health warnings
on German and English cigarette packets. Given that learners can draw on their schematic knowledge
of what such warnings are likely to contain, they should be able to cope with the challenge of working
out the details of the warnings for themselves. In fact, we found almost no activities in these textbooks
which require pupils to puzzle out meanings for themselves, or which help them to develop strategies
for comprehension, and no activities that require pupils to notice linguistic differences between the
L1 and the L2 or develop inductive learning skills.
Despite our previous critique of the dominance of personal topics, we would argue that it would be
a mistake to remove all personal content from the lesson activities: some of the activities in language
lessons can provide opportunities for pupils to explore and express their own identities and values,
and learning about the target language culture also provides opportunities to reflect on one’s own
culture. This implies treating personal and cultural information as serious topics to be explored and
analysed in systematic, principled and non-trivial ways. Discussions on how pupils spend their time
could include activities such as surveys on how much time people in their class spend playing
computer games, accessing social media, watching DVDs and TV and discussions on whether this is
a good or bad thing, as well as comparisons with real data on their German counterparts in relation to
these topics. Sports, pocket money, homework, school uniforms, relationships, families, clothes, what
children are allowed or not allowed to do on their own at different ages, and many other topics can
be treated in ways that have far more educational value than learning to say in another language ‘my
sister is annoying’ or ‘on the journey I drank coca cola’. This undoubtedly involves a high degree of
linguistic, cognitive and affective challenge and implies a shift in focus from requiring accurate
production of very simple ideas using simple language, to a struggle to communicate and to build
fluency, sometimes at the expense of accuracy, which in any case develops gradually over time and
through use of language as much as through explanation and drills.
As our analysis has revealed, these four widely used German textbooks offer no real challenge or
personal investment, little cultural information, almost no exposure to texts that even resemble
authentic language use, and few, if any, opportunities for the production of meaningful language.
Whether these shortcomings are due to the textbook authors’ lack of understanding of what is involved
in SLA, or to the constraints put on authors by publishers and the designers of the National
Curriculum and examination frameworks, we would argue that they contribute significantly to the
rapid decline in pupils’ motivation in KS3 as described by Macaro (2008). We argue that there is an
urgent need for textbooks which build in personal, interactional and situational authenticity, and the
increased level of challenge that this would imply. Materials with the potential to engage pupils
cognitively and affectively would contribute greatly to the creation and maintenance of pupils’
motivation and might therefore help to stem the rapid decline in foreign language study beyond KS3.
Notes
1. The General Certificate of Secondary Education awarded for subjects studied at the age of 14–16 (KS4).
2. Sets of photos such as the nine classroom scenes (Logo! 1, Unit 1, p. 14) were counted as one instance. Photos that are shown
repeatedly have only been counted once.
3. Karneval is an annual festival in German-speaking countries, called ‘Karneval’ in Northern regions and ‘Fasching’ in the south.
10
Resisting Coursebooks
Scott Thornbury
Introduction
Each of the chapters in this collection casts a critical eye on some aspect of second language teaching
materials, identifying and problematising issues of representation, ideology and use that are often
ignored, avoided or overlooked by the producers and consumers of these materials. Thus, a number of
contributors critique the way that particular discourses are represented, misrepresented or under-
represented in coursebooks, while others draw attention to the complexity of materials production.
Several chapters suggest ways and means by which the under-problematised nature of coursebook
production and use might be redressed.
Nevertheless, all the papers in this collection are predicated on the assumption that, irrespective of
their failings, coursebooks are a fact of classroom life. In that sense, the authors do not contradict the
claims of many methodology writers, both past and present, such as Nunan (1988: 98), to the effect
that: ‘[Materials] are [ … ]omnipresent in the language classroom and it is difficult to imagine a class
without books, pictures, filmstrips, realia, games and so on [ … ]Materials are, in fact, an essential
element within the curriculum’. Or Hutchinson and Torres (1994: 214): ‘The textbook is an almost
universal element of ELT teaching’. Or Byrd (2001: 415): ‘Few teachers enter class without a
textbook’. Or Harmer (2007: 182): ‘Around the world [ … ] the vast majority of teachers reject a
coursebook-free approach’. By all accounts, materials, with the coursebook as their flagship, are
firmly entrenched in language classrooms – ‘around the world’. However, given the fact that
materials, and published coursebooks in particular, are so problematic (as the chapters in this
collection would seem to attest), one could be forgiven for asking (a) is there something inherently
wrong with course-books that their ‘omnipresence’ belies, and that no amount of corrective surgery
can rectify? And, (b) if so, is there a viable – and practicable – alternative? In this closing chapter I
will suggest that the answer to both these questions is in the affirmative.
First, though, some background. In addressing the first question, I will attempt to demonstrate that
there are compelling precedents, in general education as well as in language teaching, for challenging
the ‘omnipresence’ of coursebooks. To this end, I will briefly review attitudes to coursebooks, both
with regard to their status in the progressive education movement over the last century, as well as
through the lens of critical pedagogy, before narrowing the focus to second language teaching in
particular. In so doing, I hope to demonstrate that, far from being ‘an essential element in the
curriculum’, coursebooks are not only dispensable, but that they are fundamentally flawed, to the
extent that they may actually be detrimental, hindering rather than helping the business of language
learning (although, not of course, the language learning business!).
Textbooks in progressive education
Dissatisfaction with mainstream education, coupled with initiatives for educational reform, has a long
history, but rose to particular prominence in the late nineteenth and early twentieth centuries. Loosely
bundled together under the banner of ‘progressive education’, European and North American reform
movements were impelled by the prevailing currents of humanism, secularism and early modernism,
and shared the following beliefs (Zilversmit, 1993: 18):
As we shall see, whole language learning shares many of the characteristics of what – in second
language teaching terms – is known as task-based instruction.
A third major influence on twentieth-century educational theory, after Dewey and Piaget, was Lev
Vygotsky, whose writings on child cognitive development shifted the emphasis on to the social and
cultural aspects of learning (neither of which had been entirely ignored by his predecessors, of
course) while at the same time re-asserting the role of the teacher as co-constructor and mediator of
learning. The core Vygotskyan precepts – that learning is at first ‘other-regulated’ before it is ‘self-
regulated’, and that this process is typically mediated through language – underpins the key pedagogic
function of ‘scaffolding’ (Wood et al., 1976), which in turn informs such related teaching approaches
as ‘instructional conversation’ (Tharp and Gallimore, 1988), ‘exploratory talk’ (Mercer, 1995) and
‘dialogic enquiry’ (Wells, 1999). What these approaches have in common is the principle, first
expressed by Barnes (1976: 20), that ‘learning to communicate is at the heart of education’.
Moreover, the role of the teacher is construed, less as a dispenser of knowledge, but more ‘as a
fellow learner whose prime responsibility is to act as leader of a community committed to the co-
construction of knowledge’ (Wells, 1999: 331). Of course, when learning is centred on both
community and communication, the need for the textbook as source and stimulus for learning is
sidelined. Indeed, the presence of ‘the book’ may distract from or otherwise inhibit direct
communication, thereby diminishing its potential to afford learning opportunities. Barnes (1976: 137)
criticises the use of the teacher-produced worksheet for these very reasons: ‘Because it is interposed
between the teacher and the pupil [it] will tend to minimize the likelihood that the teacher’s interest in
the subject matter will be communicated to his [or her] pupils’.
In short, it is fair to say that whenever there have been significant reforms in education these have
not been motivated nor mediated by innovations in classroom materials. On the contrary, materials –
and textbooks in particular – have been regarded with suspicion, even outright hostility.
since with two or three exceptions all text[book]s are not only boring but based on the assumption
that knowledge exists prior to, independent of, and altogether outside of the learner, they are
either worthless or harmful. If it is impossible to function without textbooks, provide every
student with a notebook filled with blank pages, and have [them] compose [their] own text.
Postman’s disdain for textbooks was unrelenting, judging by this later comment (1996: 116):
‘Textbooks, it seems to me, are enemies of education, instruments for promoting dogmatism and
trivial learning. They may save the teacher some trouble, but the trouble they inflict on the minds of
students is a blight and a curse’.
The textbook is one – perhaps the most important – of many visual aids. [But] we should never
allow it, or any picture or sentence in it, to stand between our pupils and the concrete world [ …
]The language must not be allowed to stay imprisoned between the pages of a book.
Of course, as far back as the mid-nineteenth century, reformers had been advocating language teaching
methods – such as the direct method – that aimed at replicating ‘natural’ language acquisition, and
which eschewed both the teaching of grammatical rules and the use of translation. Nevertheless, in
reality these methods were generally highly regimented, in terms both of the syllabus (predominantly
grammar-based even if grammar was not taught explicitly) and of the teacher’s role, which consisted
largely of executing tightly scripted question-and-answer exchanges and (especially when
audiolingualism was popular) orchestrating sequences of pattern-practice drills. Only in the loosest
sense could such methods be considered experiential.
Much more experience-based, however, was CLT, and especially its ‘strong’ form, task-based
language teaching (TBLT), which was predicated on the belief that, as Allwright (1979: 170) put it,
‘if the language teacher’s management activities are directed exclusively at involving the learners in
solving communication problems in the target language, then language learning will take care of
itself’. Accordingly, language courses were designed, not around a series of discrete grammar items,
but around a series of communicative tasks. Even the notion of a predetermined ‘series’ was
challenged by the view that the tasks should be selected, even negotiated, in accordance with the
learners’ evolving needs, prompting Allwright, in an interview with Pit Corder (Corder, 1990: 115),
to ask: ‘Doesn’t this mean that it is not possible to provide a syllabus of tasks, but only a bank of
them?’. A ‘bank of tasks’ is, clearly, a far remove from the traditional coursebook. Nor is a course-
book easily accommodated into an approach to curriculum design that is construed as essentially a
management, rather than a syllabus, issue. As Allwright wrote (1990: 136): ‘The whole business of
the management of language learning is far too complex to be satisfactorily catered for by a pre-
packaged set of decisions embodied in teaching materials’. Instead, Allwright (1990: 142) advocated
the development of ‘learning materials’, while suggesting that in lieu of the global coursebook,
‘something much less ambitious, probably locally produced, would seem preferable’.
At the same time, theoretical support for the value of experiencing language use, that is, authentic
communication, rather than of studying language usage, that is, the rules of grammar, was being
offered by researchers into second language acquisition, notably Stephen Krashen. Krashen’s
rejection of a role for learning, in contradistinction to acquisition (1982), including the claim that
learners are ‘hard-wired’ to acquire language in a ‘natural order’, presented yet another challenge to
materials designers. For Krashen the only valid materials are those that provide ‘comprehensible
input’, preferably outside the classroom, in the form of extensive reading programmes. Teaching
approaches derived from, or consistent with, his ‘input hypothesis’ (1985) such as the ‘Natural
Approach’ (Krashen and Terrell, 1983) or ‘Total Physical Response (TPR)’ (Asher, 1977) rely less
on written materials than on classroom routines, visual aids and real objects. As Richards and
Rodgers (2001: 188) note, in the Natural Approach, ‘materials come from the world of realia rather
than from textbooks’ and, in a TPR course, ‘there is generally no basic text’ (p. 76).
A related development, endorsed by Krashen and also compatible with a ‘learning by doing’
philosophy, was the growth of immersion teaching (particularly in Canada) and its several subsequent
variants, such as content-based learning, whole language learning and content and language integrated
learning (CLIL). Acquiring an additional language through the learning of a school subject in that
language clearly has implications for materials design, not least in the way that the general English
coursebook is replaced by a subject-specific textbook.
We have already noted how whole language learning, itself strongly experiential, shares common
ground with TBLT. Especially when combined with a shift to greater learner-centredness – a legacy
of both humanism and the learner autonomy movement – whole language learning prioritises learner-
driven content over textbook-derived content. As Freeman and Freeman (1998: xvii) define it, in a
whole language approach, ‘lessons begin with what the students know, and activities build on student
interests. Teachers create contexts in which students can construct knowledge because they know that
learning is not simply the transmission of information’. In such a pedagogical model there is little
room for pre-packaged materials. In other learner-centred, so-called humanistic, pedagogies the same
applies. Of community language learning, for example, Richards and Rodgers (2001: 95) note that ‘a
textbook is not considered a necessary component. A textbook would impose a particular body of
language content on the learners, thereby impeding their growth and interaction’.
The view that coursebooks and other pre-packaged materials might impoverish or even inhibit
classroom interaction has gained plausibility in the light of research into the formative role that
teacher–learner talk and learner–learner talk plays in constructing language learning affordances (van
Lier: 1996). Where the teacher is seen less as a transmitter of knowledge and more as a manager of
learning, and where learning is managed primarily through interaction, the role of pre-packaged
materials is arguably less central, and even, potentially, counterproductive. As van Lier (1996: 208)
comments, ‘textbooks tend to severely hamper your ability to engage in innovative exploratory
teaching’.
For van Lier, ‘exploratory teaching’, like dialogic inquiry and instructional conversation, is a
pedagogic approach that is informed by theories of learning aligned to Vygotskyan socio-cultural
theory (e.g. Lantolf, 2000; Lantolf and Thorne, 2006; Swain et al., 2011). We have already seen how
– in general education – Vygotskyan theory has focused attention on to the quality of talk that is
generated in collaborative classroom activity, and the way that such talk mediates and scaffolds
learning. Applying the same principles to second language learning, Swain (2000: 110) offers
evidence of ‘language mediating language’, that is, the way that collaborative dialogue facilitates the
appropriation of linguistic knowledge. However, she adds that ‘not all dialogue is knowledge-
building dialogue’ (2000: 113) and elsewhere (Swain et al., 2011: 44) suggests that in order ‘to push
learners into using the target language as a cognitive tool’ activities need to be designed that
‘encourage learners to go beyond transmitting [ … ] an already existing message’, adding that ‘one
way is to ask them to engage with non-trivial content’.
What constitutes ‘non-trivial content’? From a humanistic perspective, classroom materials are
likely to be non-trivial, and to engage learners both cognitively and affectively, if, in Stevick’s (1980:
200) words they ‘allow and encourage students to make a much fuller self-investment than other
materials do’. Ultimately, the topics and materials most likely to do this are the topics and materials
that the learners themselves elect and generate – a point we shall return to shortly.
From a critical perspective language coursebooks have, like their counterparts in general
education, come under sustained attack, both for their ideological (sub-)texts and for their failure to
confront or address, except in the most trivial way, issues of inequality and social justice, including
those of local, as opposed to global, significance (Gray, 2010a).
Canagarajah (1999), for example, has shown how, for teachers in ‘periphery’ contexts, such as in
the developing world, the globally marketed textbook ‘is a powerful instrument [ … ]for centre
agencies wishing to influence the curriculum’ (1999: 84), including the imposition of methodologies
that fail to take into account local educational cultures and values. The Western obsession with ‘new
methods’, Canagarajah (2012: 267) claims, is market driven: ‘New methods mean the publication of
new textbooks’. In the same spirit, Kumaravadivelu (2003: 255) notes:
Because of the global spread of English, ELT has become a global industry with high economic
stakes, and textbook production has become one of the engines that drives the industry. It is hardly
surprising that the world market is flooded with textbooks not grounded in [the] local
sociocultural milieu.
Moreover, it has been argued that coursebooks are complicit – not only in subverting social,
educational and cultural values – but in furthering linguistic imperialism (Phillipson, 1992), not least
because of their exclusively monolingual content, including the predominance of native-speaker
models of speaking, writing and grammatical accuracy. Holliday (2005: 6), for example, labels as
‘native-speakerism’ ‘the established belief that “native-speaker” teachers represent a “Western
culture” from which spring the ideals both of the English language and of the English language
teaching methodology’.
One way that native-speakerism is perpetuated in coursebooks is, arguably, their almost obsessive
concern with grammatical accuracy. We have seen how the ‘culture of positivism’ – that is, the belief
in the value-free nature of transmittable factual knowledge – has permeated textbook writing in
general education. It is not hard to find a related tendency in language teaching materials. In a study
aimed at uncovering the beliefs about language and language learning that inform current English as a
foreign language (EFL) practice in New Zealand, Basturkman (1999) took a selection of bestselling
textbooks and subjected their back-cover blurbs to critical analysis. She found that in the seven books
she examined ‘75% of the blurbs claimed the work to be based solidly in grammar’ (1999: 19). A
search of key words revealed that ‘content referring to the language system had a high frequency of
occurrence [ … ] especially words denoting grammar’ (1999: 27), and she concludes ‘The ELT
community views language as a core of grammatical structures and vocabulary’ (1999: 32,
emphasis in original). Such a view accounts for why coursebooks are the way they are. As Littlejohn
and Windeatt (1988: 161) note, ‘if “knowledge” in language learning is seen largely as consisting of
“thing-like entities” it is not surprising that the most frequently occurring exercise types in [foreign
language teaching] materials focus on the accumulation and manipulation of items’.
Reducing linguistic complexity and variety to a set of grammatical structures – or ‘grammar
McNuggets’ (Thornbury, 2000b) – lends itself to a model of production, consumption and regulation
that not only avoids threatening the status quo but underpins a lucrative global marketing strategy. The
endless reproduction of what is essentially the same grammar syllabus in coursebook after
coursebook is part of the ‘commodification’ of language learning, and contributes to what Gray
(2002: 152) describes (with reference to ELT textbooks) as ‘the ways in which these texts, against a
background of increasing globalization, represent the English-speaking world for pedagogic and
commercial purposes’.
And, as we have seen, the use of coursebooks is pervasive. So much so that they act as a bulwark
against attempts to initiate pedagogical change. Despite claims that language teaching methods are
‘dead’ (Prabhu, 1990; Allwright, 1991) or that we are now in a ‘post-method era’ (Kumaravadivelu,
1994), the ‘method concept’ (Stern, 1983) has proven remarkably resistant. As Block (2001: 72)
notes, ‘while method has been discredited at an etic level (that is in the thinking and nomenclature of
scholars), it certainly retains a great deal of vitality at the grass-roots, emic level (that is, it is still
part of the nomenclature of lay people and teachers)’. This is a view echoed by Bell (2007: 143) who
interviewed a number of teachers on the subject, and concluded that ‘methods, however the term is
defined, are not dead. Teachers seem to be aware of both the usefulness of methods and the need to go
beyond them.’ A major reason why the notion of method persists, I would argue, is because methods
are enshrined and perpetuated in course-books. (Interestingly, in the Spanish-speaking world, the
concept of coursebook and method are conflated into the one term: método). Akbari (2008: 647)
suggests that, in EFL contexts such as Iran, the conflation of coursebook and method is the result of
expedience:
The concept of method has not been replaced by the concept of postmethod but rather by an era of
textbook-defined practice. What the majority of teachers teach and how they teach [ … ]are now
determined by textbooks.
Thus we have the curious – some might say dysfunctional – situation in which, on the one hand, the
coursebook is demonised by academics and researchers as ‘a deeply problematic artefact’ (Gray,
2010a: 191), while, on the other, it appears to be the engine that drives much current practice.
Dogme ELT
A teaching approach that aspires to challenge the hegemony of the ‘coursebook method’ has come to
be known as Dogme ELT (Thornbury, 2000a; Meddings and Thornbury, 2009), by analogy with the
Dogme 1995 film movement and its rejection of artifice and fantasy. Dogme ELT started life as a
reaction to the uncritical use of a surfeit of materials and aids that, far from promoting real
communication, seemed to be suffocating it. In this sense, Dogme was very much an attempt to revive
the principles of ‘strong’ CLT and task-based learning, principles that Dogme’s founders felt had been
traduced, not only by materials overuse, but by the fact that, since the mid-1980s, there had been a
reaction away from the functional-notional and task-based syllabuses associated with the first few
years of CLT, and coursebooks had reverted to a much more traditional, grammar-based organisation.
As Thornbury (1998: 111) wrote,
CLT is still shackled to a largely grammatical syllabus, with the result that the linguistic tail is
wagging the communicative dog. [ … ]When the objectives of a programme are described
primarily in linguistic terms (and relatively narrow ones at that) it is unsurprising that so many
allegedly CLT classes should show so little evidence of authentic language use.
As a corrective, proponents of Dogme ELT urged (and still urge) teachers to look for ‘ways of
exploiting the learning opportunities offered by the raw material of the classroom, that is the language
that emerges from the needs, interests, concerns and desires of the people in the room’ (ELT Dogme,
2012). To this end, an over-reliance on pre-packaged materials is discouraged, especially where
these materials are enlisted solely to support the implementation of a grammar syllabus. Instead,
teachers are enjoined to create opportunities for genuine communication. In this sense, Dogme
anticipated the distinction that Allwright (2005) would subsequently make, between a ‘teaching point’
methodology and a ‘learning opportunities’ one. Given Dogme’s affinities with task-based learning
and with the idea of a negotiated (or ‘process’) syllabus, it is hardly surprising that such a congruence
should occur, and, in fact, much of the literature on Dogme attempts to make connections with its
reforming precedents, both in education generally, and in language teaching specifically, as well as to
dispel the notion that it is a ‘method’ in any but the loosest sense.
Over time, through discussion (mostly online), classroom practice, workshops and articles (e.g.
Thornbury and Meddings, 2001a, 2001b; Thornbury, 2005), the basic tenets of a Dogme approach
have evolved and consolidated, and, in response to a widespread perception that it is anti-
coursebook and anti-technology, Dogme’s proponents have attempted to re-position it by distilling its
educational philosophy into three basic premises. These are:
The conversation focus draws on theories of language acquisition (e.g. Hatch, 1978) that argue that
talk scaffolds and constructs linguistic knowledge; on theories of language socialisation (e.g. van
Lier, 1996; Kramsch, 2002) and participation, to the effect that ‘learning to become a legitimate
participant in a community involves learning how to talk (and be silent) in the manner of full
participants’ (Lave and Wenger, 1991: 105); and on a top-down, discourse view of language, that is,
that ‘language happens as text, and not as isolated words and sentences. From an aesthetic, social or
educational perspective it is the text which is the significant unit of language’ (Kress, 1985: 18).
Conversation, then, serves both as a model of language use, and the means by which language can be
appropriated.
The proviso that teaching be ‘materials-light’ simply follows from the above: that, in order to
create the necessary space (literally and metaphorically) for conversation to flourish, ‘less is more’.
As Ashton-Warner (1966: 98) observed, after she destroyed the bulk of her classroom materials,
‘teaching is so much simpler and clearer as a result. There’s much more time for conversation …
communication’.
Finally, the injunction to focus on emergent language draws on at least two distinct theoretical
constructs: the desirability, even necessity, of a ‘focus on form’, if linguistic input is to become
intake, as argued by proponents of a cognitive view of second language acquisition (e.g. Doughty and
Williams, 1998; Robinson, 2001); and the complex systems view that language is an emergent
phenomenon, and that, as Hopper (1998: 156) claims, ‘grammar, in this view, is not the source of
understanding and communication but a by-product of it’. This dynamic, usage-based view of
language emergence challenges the conventional (and convenient) wisdom, as embodied in
coursebooks, that language learning is a rule-governed, incremental and linear process. Rather, as
Larsen-Freeman (2006: 591) argues, language ‘grows and organises itself from the bottom up in an
organic way, as do other complex nonlinear systems’. Nevertheless, by arguing for the need for a
focus on form, Dogme theory recognises that even dynamic systems can stabilise, and that some kind
of feedback loop involving conscious attention to form might be sufficient, and even necessary, to
trigger a phase shift in the system.
In effect, Dogme attempts to accommodate two kinds of emergence: at the social, or macro, level
where language emerges out of collaborative activity, and at the individual, or micro, level, where
each learner’s developing linguistic system evolves out of the need to satisfy their social and
communicative needs. At the social level the language that emerges is a shared product, reminiscent
of Breen’s (1985: 149) assertion that ‘the language I learn in the classroom is a communal product
derived through a jointly constructed process’. At the individual level, the linguistic system that
emerges is opportunistic, self-organising, adaptive and idiosyncratic, because, as Lantolf and Thorne
(2006: 17) phrase it, ‘learning an additional language is about enhancing one’s repertoire of
fragments and patterns that enables participation in a wider array of communicative activities. It is
not about building up a complete and perfect grammar in order to produce well-formed sentences’.
A Dogme approach, then, is antithetical to the kind of preprogrammed, delivery model of pedagogy
enshrined in the standard coursebook. It is also uncomfortable with the often trivial or ano-dyne
nature of the thematic content of coursebooks and of many of their tasks, which, through want of
relevance, challenge or choice, fail to engage learners or to stimulate the kinds of conversations that
might embed optimal learning opportunities. Too often coursebook texts designed for receptive skills
development or to model speaking and writing tasks are simply ‘pre-texts’ (Pulverness, 1999) for
focusing on a pre-selected grammar item. As Grady (1997: 9) argues, ‘the [typical] textbook
represents all types of issues and all types of discourse as not requiring much thought or action
beyond the decision as to the appropriate grammatical structure – everything is reducible to form’.
It is difficult to measure the effect that Dogme ELT has had, either on classroom practice or on
materials production, and the feeling persists, on the part of a number of commentators (e.g.
Scrivener, 2005; Harmer, 2007), that it is very much a ‘niche’ methodology, an off-shoot of task-based
teaching, and, like task-based teaching, only really viable in small classes of compliant adults taught
by experienced, probably native-speaker teachers. Possibly its real success has been in stimulating a
(frequently heated) discussion about, not just the design, use and impact of coursebooks, but about
much broader issues, such as the goals of second and additional language teaching generally. It has
done this by gathering up, under one banner, the diverse threads – many of them alluded to in this
chapter – that represent an alternative paradigm to the prevailing transmissive and positivist
orthodoxy.
Alternatives to coursebooks
I started this chapter by asking ‘Is there a viable alternative to course-books?’. That is to say, if it is
the case (as I have argued) that pre-packaged materials constrain the implementation of a less
transmissive, more dialogic approach to language teaching, how can curriculum designers and
practising teachers resist them?
One response, as represented by Dogme ELT, is the abandonment of coursebooks entirely. A softer
option, and the one most frequently recommended in the literature on materials design and use (e.g.
Harwood, 2010; Tomlinson, 2011), is to customise the existing coursebook, adapting or
supplementing it so as to cater for the perceived needs, interests and abilities of specific learners.
Maley (2011), for example, outlines strategies teachers might adopt to tailor materials to their own
classes, including the omission, addition, reduction and re-ordering of content. It is arguable, though,
that no amount of cosmetic surgery can redeem a coursebook that is fundamentally flawed at the level
of its overall design. And, as I have argued, the grammar syllabus, in particular, imposes an artificial
agenda on teachers that is difficult to ignore or to escape.
An alternative to the globally marketed textbook is a locally produced one, or, at the very least, a
version that has been adapted (‘versioned’) for a specific market. Gray (2002: 166), who
interviewed a number of teachers about their attitudes to coursebooks, concluded that ‘it is certainly
the case that the teachers I spoke to about global materials clearly felt the need for what might be
called a glocal [i.e. a global-plus-local] coursebook – something which could give them “a better fit”
and simultaneously connect the world of their students with the world of English’. Nevertheless, as
with adaptation, a locally produced course-book, or a local version of a global one, doesn’t
necessarily circumvent fundamental issues of approach and design.
Another way of resisting the covert values that coursebooks embody is by critiquing – or
‘interrogating’ – them. Littlejohn and Windeatt (1988: 175) refer to this as ‘turning the materials on
their head’, that is, ‘making the materials themselves the object of critical focus in the classroom’.
Thus, Kumaravadivelu (2003: 166) recommends ‘asking learners to discuss how topics could be
dealt with differently, from the point of view of their own linguistic and cultural perspective’.
Encouraging learners to use the tools of critical discourse analysis (see, for example, Wallace, 1992)
in order to ‘unpack’ the ideological sub-text of classroom texts may have some pedagogical value, not
least in training learners to become more critical readers of texts in general, but it is unlikely to be
practicable at anything but the most advanced levels. Nor is the somewhat meagre nature of
coursebook texts likely to bear the weight of so much critical analysis over a sustained period of
time. On the other hand, learners themselves sometimes take the critical initiative, as Canagarajah
(1999) has documented with reference to the way that they physically deface their textbooks. Their
handwritten glosses and drawings in the margins ‘reveal an oppositional attitude towards the course.
To some extent, students wrench the textual signs from the original context and make them objects of
ridicule in an act of “resistant reading”’ (1999: 91). But Canagarajah (1999: 189) cautions against
reading too much into these acts of defacement, given their lack of any coherent ideological
underpinning, and suggests instead that it behoves the teacher ‘to problematize the cultural messages
of the textbook [ … ]For this purpose, the cultural conflicts that develop in classrooms should not be
ignored or resolved but exposed, so that students can explore them critically’.
Rather than adapting or deconstructing them (or indeed, destroying them!), another way of resisting
coursebooks is simply to replace them. I have already mentioned the possibility of adopting a content-
based approach, as advocated by proponents of CLIL (see Morton, this volume), for example, and
using subject-specific textbooks that are written in the target language. But even in a dedicated
language course, the option of ‘outsourcing’ the coursebook, and using materials that are readily (and
freely) available on the internet is now viable in most parts of the world, and has the added advantage
of devolving to the course designer or to the teacher decisions regarding what kind of syllabus
(grammatical, lexical, topical, textual, etc.) to adopt, ideally based on an assessment of the students’
specific needs. Using materials that have been sourced online ensures greater topicality and relevance
than is ever possible with print materials. Moreover, search engines are now available that will
search for texts on specified topics and organise these in terms of their readability; there are also
online tools that will provide detailed data on the lexical density and frequency of a text, as well as
indicating ways in which a text might be simplified. Such tools will ease the load on teachers needing
to adapt texts for specific levels of ability, and will also allow learners themselves to take more
responsibility in the selection of texts.
Giving the learners responsibility for selecting texts – and even for designing the activities that go
with them – may, in fact, constitute the perfect ‘marriage’ of Dogme ELT and the need for a set of
course materials. As Hall (2001: 232) points out, ‘The potential for learners to participate in
generating materials has long been neglected. I would suggest that students themselves are in a unique
position to look for relevant resource materials. They know what their own needs and interests are’.
And he adds, ‘The process changes student status from passive receivers of information to active
accountability’.
As an example of a ‘student-generated, experiential approach’ to course design, Hall (2001: 237)
describes the ‘Talkbase’ scheme, designed for students of academic English in Thailand: ‘No detailed
timetable or content is specified. Only a general syllabus outline is given, based on a repeated pattern
of Plan, Do, Report Back, Evaluate, and Plan Again’. Students are each given a different topic to
research and to present on, and the course proceeds through cycles of progressively longer and more
complex presentations (spoken and then written) and feedback, both from peers and from instructors.
As the course develops, and students begin to analyse published and unpublished academic
discourse produced by others, both form of presentation and organisation improve markedly, and
communication within the classroom, as well as outside it, becomes committed and almost totally
student-dominated. Except at very few places, such as the example from the first day of the first
week, texts (recorded interviews, journal articles, etc.) are found and brought to class by the
students themselves, so that the course content is generated by students, not by teachers.
(Hall, 2001: 238)
Admittedly, this was a specialised course, and the students already had a basic level of English to
begin with. Nevertheless, the experiment suggests that there is ‘life after the coursebook’, and that –
especially given the relatively easy access to digital materials nowadays – the possibilities for
satisfying the need for texts within an experiential approach to language learning and without the
imposition of a coursebook is not only viable but possibly highly productive. Certainly, Hall’s
evaluation of the project leaves no doubt that – at least in some contexts – there is a lot to be gained
from involving the learners in materials production:
At the end of the course, students’ sense of achievement at being able to present complex technical
information to various different audiences gives them [the] confidence [ … ] to initiate
communication and to persist with it when there are difficulties.
In terms of the prerequisites for communication, they are all present: there is genuine commitment
to communicate, there is a genuine audience, and students care about whether they have made their
point [ … ]. In this course, the desire to take the floor and to make a point does not depend on
linguistic ability or a forceful personality; it depends on having something to say.
(Hall, 2001: 238)
It has been one of the intentions of this chapter to argue that ‘having something to say’, and being
facilitated in the saying of it, is the sine qua non of CLT. If coursebooks contribute to this endeavour,
so much the better. But, if they do not, they should be resisted.
Bibliography
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gay marriage, 46, 48
gayness, 54, 55, 57, 59
‘good gays’, 56
gender, 3, 4, 5, 7, 43, 45, 58, 60, 90, 91, 92, 103, 148, 153, 154, 157, 159, 163
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gender differences and differentiation, 50, 51, 140, 157
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heterosexism, 44, 46
heterosexual, 16, 41, 43, 44, 45, 49, 50, 51, 52, 158
heterosexuality, 41, 43
compulsory, 42, 43
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homophobia, 40, 41, 44, 46, 48, 52, 58, 60, 61
internal, 59
homosexual, 41, 43, 44, 62
homosexuality, 40, 41, 43, 44, 48, 49, 50, 59, 60, 62
framing of, 53, 57
identity, 2, 4, 5, 6, 8, 11, 17, 21, 26, 27, 37, 43, 44, 82, 83, 135, 150, 152, 159, 163
see also discourse(s), discourses of identity
ideology, 4, 14, 18, 22, 82, 138, 139, 144, 145, 154, 165, 204
immersion, 111, 115, 116, 122, 125, 136, 139, 148, 213
inclusivity, 6, 14, 42, 60, 61
individualism, 23, 33, 36
interdisciplinarity, 10–12
interdisciplinary, 2, 11, 12
invisibility, 14, 40, 52, 56, 60, 62
language learner(s), 12, 21, 64, 65, 86, 121, 122, 151, 159, 162, 163, 167, 168, 172, 173, 178, 179, 185, 187
Latin America, 29, 100, 106, 109, 166, 169, 171, 173, 174, 175, 176, 177, 178, 179, 180
learner centredness, 32, 213
learners’ lives, 32, 33
learning by doing, 208, 213
learning opportunities, 209, 217, 218, 219
lesbian, 6, 40, 41, 42, 46, 48, 54, 56, 57
Leung, Constant, 120, 138, 140, 162
LGBT, 6, 14, 40, 41, 42, 46, 47, 48, 49, 52, 56, 57, 58, 59, 60, 61, 62
Liddicoat, Anthony, 56, 59
lifestyle, 7, 27, 29–30, 31, 32, 33, 34, 35, 37, 43, 70, 83, 85, 96, 109, 146, 147, 151, 163, 172, 173, 181, 196
linguistic imperialism, 215
Littlejohn, Andrew, 7, 216, 221
Lyotard, Jean-François, 1, 35
marketisation of education, 8, 9
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commercially produced, 2, 10, 11, 15, 134, 135
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materials development, 2, 12, 13, 91
materials evaluation, 12
materials literature, 1, 2, 5, 11, 13
materials research, 2, 13, 14
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context-sensitive, 21
coursebook, 217
death of method, 216
post method, 216
methodology, 17, 21, 23, 32, 38, 129, 130, 135, 139, 182, 184, 204, 212, 215, 217, 220
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mobile global capital, 77
mobility, 72, 78, 150, 151, 159, 165, 173–8
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monosexual community, 49
Morton, Tom, 15, 111, 115, 123, 221
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integrative motivation, 184
motivational theory, 184
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multimodality, 70, 86
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native speakerism, 139, 215
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neoliberal citizen, 64, 65, 66, 70–3, 83, 85
neoliberal globalisation, 66, 74–82
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see also neoliberal, discourse; neoliberalism; subjectivities
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race, 3, 16
Rampton, Ben, 10, 11, 167
recognition, 6, 7, 56, 57, 60, 61, 140
denial of, 46, 56, 59, 61
see also misrecognition
reflexivity, 90, 145, 159, 171
representation, 2, 4, 5, 6, 7, 14, 15, 45, 85, 86, 90, 91, 96, 97, 104, 105, 106, 107, 108, 135, 137, 138, 141, 142, 147, 148, 149–58, 159, 162,
164, 166, 167, 168, 177, 180, 204, 206
economic, 65, 66, 74–82
LGBT, 42, 47, 48, 49, 50, 52, 56, 57, 58, 59, 61, 62
sexist, 5, 6
resemiotising, 64, 69, 72, 73, 81
Risager, Karen, 138, 165
Roberts, Celia, 185
Ros i Solé, Cristina, 165, 178
use value, 7, 9
Van Dijk, Teun, 19, 139, 161, 169, 177
Van Leeuwen, Theo, 6, 138, 163, 172
Wallerstein, Immanuel, 75
Weeks, Jeffrey, 40, 41, 60
Wernick, Andrew, 8
Williams, Raymond, 5, 44, 45, 67, 154
Windeatt, Scott, 216, 221
Wingate, Ursula, 15, 182