Space, pace and race: ethics in practice for educational research in ethnically diverse rural Australia.
Kline, Jodie ; Soejatminah, Sri ; Walker-Gibbs, Bernadette 等
ABSTRACT
Research in Australia's ethnically diverse rural and regional
communities requires an approach that is informed by notions of space,
place and culture, and which recognises race as a relational social
construct mediated by social and political discourse and context, and
prone to change overtime. This review examines how teacher education
researchers connect culturally competent research and rural ethics with
the view to improving education systems, addressing rural teacher
workforce issues, informing the preparation of pre-service teachers,
and, most importantly, ensuring that rural students have access to
educational opportunities that are engaging and meet their needs. It
focuses specifically on researcher positionality on the insider-outsider
continuum and how this informs ethical research in diverse rural
communities, particularly those in which visible new migrants reside.
Peer-reviewed journal articles that discuss how education researchers
negotiate working in rural space are examined and considered in relation
to discourse about ethics in practice and the insider/outsider
continuum. Scholarship reflected in the literature spanned the fields of
rural/ research ethics, inclusive education, education research
methodology and research with new migrants, minority and marginalised
groups.
INTRODUCTION
Schools in Australia are more multicultural than ever before, with
increasing numbers of children from low socioeconomic backgrounds, who
are ethnically diverse, and who speak languages other than or additional
to English. Many graduate teachers, who tend to be predominantly
middle-class and of Anglo heritage (McKenzie, Rowley, Weldon, &
Murphy, 2011), are finding that their first teaching jobs occur in these
diverse settings, and as such teacher education programs are
increasingly concerned with preparing their pre-service teachers to
enter and remain in such educational environments (see for example
www.setearc.com.au).
Research related to teacher retention recognises: teachers'
educational philosophy; their dispositions for hard work and
persistence; their targeted teacher preparation that includes both
academic and practical knowledge; the practice of reflection; the
opportunity to change schools or districts and still remain in their
profession, and sustained ongoing support and access to professional
networks as factors that help sustain teachers in schools (Cooper &
He, 2013). In schools identified by state governments as 'difficult
to staff teachers who stay are more likely to be culturally connected
with the lives, heritages, and cultural forms of the children and
families in the community in which they are working (Cooper & He,
2013). Building awareness and a sense of commitment to diverse settings
in education suggests that prospective teachers need a map or maps to
learn about the communities in which they will take teaching positions.
Research in the areas of equity and access and rural ethics can inform
these maps.
Rural and regional Australia is traditionally characterised by
strong communities with high levels of social capital and more recently
increasing ethnic diversity (Major, Wilkinson, Langat, & Santoro,
2013). This idealised image does not acknowledge that many rural
communities are facing significant challenges when it comes to achieving
sustainability and are struggling under the influences of globalisation,
rationalisation of essential services and the privileging of urban
contexts in government policy (Cocklin & Dibden, 2005). Education
researchers working with these vibrant communities, including teachers,
are faced with unique opportunities and challenges in relation to
examining education needs and informing the development and maintenance
of engaging learning environments. These experiences are shaped by local
history, politics, economy, demography and geography (Reid, Green,
Cooper, Hastings, & White, 2010) and interpreted largely in relation
to the researchers own worldviews and lived experience.
These challenges and opportunities of how to prepare teachers for
such diversity is heightened in communities where the teacher's
work and identity is more visible due to the size of the population. Gay
(2002) argued that teacher education is the place to develop culturally
responsive teachers through preparing pre-service teachers with
necessary knowledge, attitudes and skills to do this, highlighting:
development of a cultural diversity knowledge base; design of culturally
relevant curricula; demonstration of cultural caring; development of a
learning community; cross-cultural communication; and cultural congruity
in classroom instruction. Amaro-Jimenez (2012) also contends that many
beginning teachers are ill-equipped to work with children from diverse
linguistic and cultural backgrounds, and posits that systematic
field-based experiences are needed for pre-service teachers to
experience implementing culturally sensitive and relevant practices and
to work directly with culturally and linguistically diverse students
before they enter the teaching profession.
Given that graduate teachers in Australia are often ill-equipped to
teach in ethnically diverse rural settings, and moreover that this lack
of preparation underpins high rates of attrition in rural schools, it
follows that further research into these dynamics is warranted 'in
situ'. However, any such research would need to pay particular heed
to questions of ethics and researcher positionality, and hence the
impetus for this review.
Australian rural and regional communities have been built on land
which is, was and always will be Aboriginal land; the prosperity of
Australia is in great part a result of dispossessing Aboriginal people
of their lands. Our review focuses on ethical research practice in
ethnically diverse rural communities in Australia. Although the focus of
this article is on overseas born migrants, it is important to recognise
that Aboriginal and Torres Strait Islander peoples make a significant
contribution to the rich cultural and linguistic diversity found in
rural communities and all migrants, including white Australians, exist
in relation to Indigenous sovereignty--this is the methodological
standpoint from which all research in Australia must start.
We, the authors, undertake this review as a team with differing
cultural heritages and lived experiences. This work is part of our
professional learning and we approach this task as non-experts. One of
the researchers identifies as Indonesian-Australian. She has lived in
both Indonesia and Australia and has experience researching in
non-dominant cultures in Australia and overseas. The other two
researchers could be described as Anglo-Australian, but like many
Australians both have 'mixed' heritage and subsequently have
familial exposure to a range of linguistic traditions and cultural
knowledges. One identifies as Anglo-Italian and the other as
Anglo-Australian. Both have worked as educators and researchers with a
variety of urban, regional and rural communities. All three authors are
non-Indigenous Australians.
We have come to believe that the conventions and approaches to
research that we had previously subscribed to (though ostensibly
inclusive and respectful) were likely to be inadequate for work in
ethnically diverse rural and regional communities. We considered our
experiences conducting qualitative and quantitative research in both
densely populated, ethnically diverse urban settings and in sparsely
populated communities in which the residents were, in the main, of
Anglo-Australian cultural heritage, to be incomplete preparation for
pursuing an education research program in ethnically diverse rural and
regional settings, particularly those home to new migrants. As such we
undertook to examine scholarship in the fields of rural/research ethics,
inclusive education, education research methodology and research with
migrants and minority groups to uncover ways in which colleagues were
able to successfully marry culturally competent research with rural
ethics. To this end, literature exploring researcher positionality was
investigated in recognition of the complexities of space and place and
the positioning of many researchers interested in rural and regional
issues as 'in-betweeners' (Webster & John, 2010, p.188) on
an insider/outsider continuum.
Based on close examination of existing national and international
literature we explore in this article how education researchers working
in diverse rural spaces utilise ethical frameworks in their practice.
The following questions are examined:
1) How do education researchers negotiate working in 'rural
space'? How do they position themselves and their work? (1)
2) Is there evidence enabling identification of effective
strengths-based approaches to conducting education research in
ethnically diverse rural communities?
These questions were adopted as we were cognisant that much of how
the Western world has come to 'understand' diversity is
mediated by researchers who frequently project onto the people they are
observing their own often Eurocentric fears and biases (Restoule, 2013).
We do not wish to perpetuate this trend, nor do we want to avoid work in
complex rural spaces and risk further silencing residents who are
members of non-majority ethnic groups. To examine these questions we
first needed to clarify what we meant by 'ethics in practice'.
Ethical conduct is described in the Australian National Statement
on Ethical Conduct in Human Research (2007) as acting out of an abiding
respect and concern for one's fellow creatures (p. 3). The
statement sets out the expectations for research practice and should be
familiar to all career researchers, higher degree by research students
and academics, most of whom will have been required to complete training
in this area before collecting data from human participants. Most
researchers are trained in the art of securing ethics approvals and are
knowledgeable about issues such as consent, confidentiality, accuracy,
and protocols for data storage and reporting.
Guillemin and Gillam (2004) suggest that the research ethics
enshrined in codes of conduct have limited relevance for research
practice, and may indeed be understood as a separate dimension of
research ethics. Further, scholars including Howley (2009) have
critiqued the tendency for rural research to conform to generic research
standards as these standards are not underpinned by understandings of
rural lives, community and education. This argument could be extended to
research with ethnically diverse peoples as it is apparent that
inclusive research is sensitive to complex issues of race, culture and
ethnicity which are not easily made explicit in these documents.
Researchers involved in all types of research deal with ethics in
their daily activities, from the beginning to end of a research cycle.
It is generally acknowledged that conducting ethical research is very
complex and involves numerous factors that go beyond the control of
ethics committees (Guillemin & Gillam, 2004; Orb, Eisenhauer, &
Wynaden, 2001; Small, 2001; Victoria, 2011). 'Ethics in
practice' was a phrase initially coined to refer to ethical issues
other than critical dilemmas in clinical practices such as negotiating
relationships between doctors and patients (Guillemin & Gillam,
2004). Referred to in some writing as micro ethics, ethics in practice
applies beyond clinical or health contexts and includes issues that
warrant attention as uncomfortable experiences with potential,
associated ethical implications.
Guillemin and Gillam (2004, p. 273) state micro ethics might
provide a discursive tool to articulate and to validate the kinds of
ethical issues that confront researcher on a day to day basis but it
does not necessarily provide the answers to the problems. Ethics in
practice is defined herein as the ethical issues faced by researchers
during a research process that are not anticipated in the research
proposal (Guillemin & Gillam, 2004; Orb et al, 2001; Victoria, 2011;
Small, 2001). It is important to point out that the writing about this
dimension of ethics referred to here did not include examination of
ethical dilemmas rising in the context of research in diverse rural
areas. This review is concerned with how ethics in practice are mediated
by researcher positionality, and how this plays out in education
research conducted in diverse rural communities.
METHODOLOGY
For the purpose of this work, articles that discuss how education
researchers negotiate ethical practice in rural space were identified
via searches of six online databases: EBSCOHost Electronic Journals
Service, ERIC, Education research complete, Expanded academic ASAP, A+
Education, and Academic search complete. The search criteria included:
full text; peer reviewed journal articles; written in English; and
published from year 2000 to present. This date range was selected for
its rough alignment with substantive changes to Australian immigration
policy. Several papers prior to 2000 were used to extend discussion and
thus contributed to the data set.
Key search terms included: rural ethics, insider/outsider, research
in rural communities, research protocols, research with/in minority and
'disadvantaged' communities. The search included fields other
than Education, such as Ethics, Medicine/Health, Sociology, and Rural
Geography.
The first search gave very broad results of more than 500
publications. A large number of the articles focussed on
insider/outsider positioning, research protocols, and research in rural
communities. Results were refined by requiring the key terms:
'rural' and 'ethics'. This resulted in a smaller
number of articles which were then scanned to assess their relevance to
the research questions. The final, filtered collection of articles is
categorised as follows:
Of the papers presented in Table 1, only five focus on educational
research. The last row--Conceptual works--contained articles on
methodology and theoretical concepts related to the topic. As this
review aims to discuss the ethical dimensions of educational research in
rural space, the 17 articles on researcher positionality were further
grouped as in the following table.
Most of the articles included in Table 2 problematize the
insider-outsider dichotomy; only the papers that discuss in detail the
multi-faceted nature of researcher positionality appear in the final
group. This base group of papers and the references cited by these
authors provided a substantial base for exploration of the research
questions. With reference to this literature, the following section
provides an overview of findings in relation to: defining rural contexts
(demography and workforce); notions of space, place and ethnicity
(education research theory); the insider/outsider continuum (researcher
positionality); and ethics in practice (research practice). The
discussion builds from this, looking at the relationship between these
elements.
FINDINGS AND DISCUSSION
Rural demography and the rural workforce: The research context
Rural locations are typified by great distance from urban centres
and limited access to further education and training (Ministerial
Council on Education, Employment, Training and Youth Affairs,
2007)--rural, as used in this article, does not extend to remote
locations as resettlement programs do not target these areas. Rural
education research and policy consistently highlights that rural and
regional communities experience rates of socio-economic disadvantage
that are higher when compared to metropolitan settings. Children in
rural and regional Australia are reported as tending to have poorer
outcomes on a range of education measures than students living in urban
settings (Department of Education and Early Childhood Development, 2010;
Handal, Watson, Petocz, & Maher, 2013).
In recent decades many inland rural communities have concurrently
faced population decline (United Nations Department of Economic and
Social Affairs, 2008) and rapid change in their cultural make up,
including the cultural makeup of sections of rural and regional
Australian society that have traditionally been mono-lingual and
Anglo-Australian (Santoro, 2009). The Australian Census of Population
and Housing reveals that 28 per cent of Australia's population are
born overseas, a further 20 per cent are second generation Australians
with at least one parent born overseas and 53 per cent of the population
are third generation Australians (Australian Bureau of Statistics,
2013). Of Australia's over-seas born population 82 per cent lived
in capital cities compared with 66 per cent of all people in Australia
(Australian Bureau of Statistics, 2013). Recent arrivals, defined by the
Australian Bureau of Statistics as those who have resided in Australia
for less than 12 months, were found to be more highly urbanised than
established migrants with only one in ten living outside a major urban
area (Australian Bureau of Statistics, 2004).
Immigration policies introduced in Australia from 1996 have
emphasised settling more migrants, in particular new arrivals, in
regional areas to address labour shortages. Between 1996 and 2003 about
25,000 visas were granted under various state migration schemes
(Australian Bureau of Statistics, 2004). Regional resettlement targets
introduced in 2004 aimed to locate up to 45 per cent of refugees in
regional Australia (Major et al., 2013) and in 2010 the Sydney Morning
Herald reported that between 1996 and 2009 the number of refugees
settling in regional Australia increased from five to 17 per cent
(Horin, 2010, July 10). Since the election of the Abbot led coalition
government, discussion of immigration has focused on offshore processing
(Department of Immigration and Border Protection, 2014). It is difficult
to ascertain current internal policy as the phrase 'regional
resettlement' has been co-opted and now refers to the processing
and resettlement of refugees in neighbouring countries.
Coupled with movement of migrants into rural towns and regional
centres is broader counter-urbanisation in which people relocate from
major cities to rural communities and larger regional centres to secure
affordable housing and social connectedness (Race, Luck, & Black,
2010). This counters the myth that demographic change in Australia is a
one-way stream of people out of rural communities to larger regional
centres and capital cities (Race et al., 2010). For example, Lyons
(2009) reported that employment opportunities, community connectedness
and lifestyle were among the main motivations for teachers working in
rural schools.
While there is evidence of movement into regional and rural
communities and numerous cases where rural communities have successfully
attracted teachers and health professionals (TERRANova, 2012), in
general attracting these professionals is a major challenge. In relation
to the education sector, Australia's rural schools are regularly
staffed with graduate teachers and tend to experience high teacher
turnover (Roberts, 2005). Attracting culturally competent staff is a
further challenge. Small scale research has revealed that pre-service
teachers' understandings of their own and their students'
cultures are 'simplistic' (Santoro, 2009). If it is this
understanding that graduate teachers take with them as they enter the
teaching profession it follows that outcomes for students will be
compromised.
There have been sustained efforts to examine the preparedness of
teachers for working in rural schools with the view to improving
outcomes for all rural students (see the research programs conducted by
Country Education Project, Society for the Provision of Education in
Rural Australia and the SiMERR National Research Centre). The research
underpinning this review of ethical rigour in rural education research
is sensitive both to the opportunities available to rural students,
teachers and schools in relation to learning and employment pathways and
to the challenges posed by distance and, in many instances, limited
amenities in rural and regional communities. However, we argue that
there is a gap in the research literature when it comes to articulating
the ethical dimensions of research practice in diverse rural
communities.
Space, Place, Race and visibility: Theoretical perspectives and
guidelines informing research in diverse rural communities
Notions of space and place underpin much of the recent research
published about rural Australia and have the potential to inform a rural
research ethics framework, a framework which was not apparent in the
research papers identified through this review. The interrelationship of
place, space and identity unify beginning teachers' understandings
of who they are and are becoming in a specific time and geographical
location, raises questions about subjectivity: who we are, power: what
we can do, and desire: who we might become (Harre, Moghaddam, Cairnie,
Rothbart, & Sabat, 2009). Often this research also focuses on the
deficit perspective of rural life that includes a lack of resources etc.
(Drummond, Halsey, & von Breda, 2012; Fluharty & Scaggs, 2007).
Research in diverse rural contexts is also informed by Smith's
(1999) work in the area of decolonising methodology, which offers a
thorough and compelling alternative to Western paradigms of research,
and Connell's Southern Theory which brings to the fore the wealth
of theory from the 'global periphery' and considers how
Southern perspectives can disrupt and enhance notions of
social-scientific knowledge and promote respect for the intellectual
traditions of the global South (Connell, 2007). Smith's work
specifically aims to develop Indigenous peoples as researchers, and as
such Indigenous peoples, in this case Maori, are the target audience.
Wilson (2001), in her review of Smith's book highlights that while
'the current and future role of the non-Indigenous researcher is
marginal to the 'decolonizing methodologies' agenda' (p.
217), there are many learnings which non-Indigenous researchers can
receive from Smith's work. She refers to the need to reflect
critically on our values and belief systems and recognise how
'norms' are created, and the importance of being open and
aware of diverse worldviews.
Wilson identifies the potential for the fundamental ideas presented
by Smith, in particular her emphasis on developing 'critical
understanding of the underlying assumptions, motivations and values that
inform research practices' (Smith, 1999, cited in Wilson, 2001, p.
214) to be applicable for researchers conducting research with
Indigenous people. Wilson also notes the importance of Smith's
discussion about 'centring our concepts and worldviews and then
coming to know and understand theory and research from our own
perspectives and for our own purposes' (Smith, 1999, p.39, cited in
Porsanger, 2011, p. 107) (2). It appears that the same principles apply
to conducting research in partnership with ethnically diverse
communities--failure to recognise Indigenous belief systems is
problematized by Connell and Smith and it is apparent that failure to
recognise the diverse beliefs system of new arrivals in Australia is
equally problematic.
How we come to know and understand ethics in rural communities is
closely linked to how we critically reflect on our own cultural beliefs
in order to be able to begin to move away from a white, Western
understanding of ethical practice. This section has identified the
significance of this reflection in order to recognise and embrace
diverse perspectives potentially overlooked in rural spaces.
Space and Place
The above section highlights the ways in which the concepts of
'space' and 'place' help to provide us with a
contextual framework for ethical practice. What is also highlighted is
that rural social space is complex, contradictory and diverse. If
education research tells us that developing understandings of rurality
is a key to preparing pre-service teachers for a successful career in
rural locations--it could be argued that the same applies to rural
researchers. Rural social space develops out of the interrelation of
Industry, Environment and Indigeneity, which Lock et al. (2009) see as
connected both in practice and in place and further it is 'the
practice of place' coupled with history, tradition and conventions
that provides and produces social space. The way in which these factors
interact and interrelate suggests that there may be ways for rural
social space to be rethought and represented (Reid, Green, White,
Cooper, Lock, & Hastings, 2008, cited in Lock et al., 2009) to
counter deficit understandings such as those which frame teaching in
rural schools as a ticket to a 'better place' (Reid et al.,
2010).
Insider/Outsider continuum
The keys to ethics in practice in rural and regional contexts are
the ways in which the concepts of insider/outsider researcher are
considered. Discussion of this continuum incorporates consistent
acknowledgement on the ethics of researcher positionality. The recent
publication edited by White and Corbett (2014) makes a major
contribution to understanding rural education researcher positionality
with chapters exploring conceptualising rurality, ethical practice and
relationality, but as the Editors' note, there are few resources
that provide support for education researchers. The edited collection,
though extremely valuable, does not draw comprehensive attention to
emerging communities comprised of new migrants thus there is an
opportunity we argue to supplement this work. This collection, like the
work of other authors exploring relationality, reflexivity and
researcher standpoint, enables movement beyond consideration of
contested notions of defining researcher status to consideration of the
ethics of researcher positionality.
Reference to researcher standpoint refers in this instance refer to
what Haraway (1998) refers to as the need to ... seek perspective from
those points of view, which can never he known in advance, that promise
something quite extraordinary, that is, knowledge potent for
constructing worlds less organised by axes of domination (p. 585). Rural
standpoint as outlined by Roberts (2014) requires approaching research
in rural communities in a manner that communicates a valuing of these
communities, conducting research that disrupts and rejects urban centric
discourse and considers spatial justice (Soja, 2010) and problem over
method (Roberts & Green, 2013). Reflexivity for researchers at its
most basic level is ... to reflexively examine the conceptions they hold
of the rural communities that are home to their research (p. 165).
According to Roberts (2014) rural standpoint is important because
otherwise 'rural' becomes simply a descriptive category
considered in relation to the dominant urban centred paradigm. Attention
to reflexivity and researcher standpoint are necessarily embedded in the
articles examining insider/outsider positionality.
Punch (1994) identified numerous features that have significant
impacts on qualitative research, and which also link to the concepts of
standpoint and reflexivity such as personality of the researcher,
geography, gate keepers, status of the researcher, and other factors
such as age, gender and ethnic background. To examine how education
researchers have addressed ethical concerns faced in ethnically diverse
rural settings, a focus was placed on the factors associated with the
researcher's positionality in the research, in particular their
position on the insider/outsider continuum.
This review focuses on provision of definitional work about insider
and outsiderness as for the authors it is this definitional work that is
an appropriate starting place for understanding positionality.
Consequently, little space is available for vigorous discussion of the
planning, application or impact of the researcher positionings detailed.
This sprawling summative work identifies for readers studies and
approaches that may be of interest. This exploratory work does not aim
to produce a simple checklist for ethics in practice, but rather to
contribute to a broad framework communicating existing conventions for
researching in diverse rural communities that can then be extended and
troubled by experts in the research fields.
Much of the recent work on the insider/outsider continuum has
emerged in health and community development, or in the Australian
context, related narrowly to working with Aboriginal and Torres Strait
Islanders and their communities. Regardless of the discipline, it is
recognised that sharing one or more identity markers with participants
does not equate to insider status and that the variations in rural
communities mean that researchers who appear to represent some aspect of
an insider positioning are unlikely to embody the heterogeneity within a
particular rural community. Breen (2007) in her work on qualitative
methodologies conceptualises the role of the researcher as 'in the
middle', highlighting DeLyser's (2001, p.442) observation that
research involves the navigation of complex 'insider-outsider
issues'. She suggests that researchers rarely discuss their
positionality, but that this often influences researchers choice of
topic, access to participants and data analysis (Breen, 2007).
Similarly, Naples (1999) suggests the insider-outsider binary fails to
recognise insiderness and outsiderness as constructed and shifting
identities, and masks relationships of power that exist between
participants and researchers.
Traditionally an 'insider' researcher is defined as a
researcher who shares the same or similar characteristics as the
community members with whom s/he is working, such as sex, ethnicity, age
or sexual orientation (Staples, 2000). An 'outsider'
researcher is a 'stranger' to tire research context (Wilkes,
1999). Merton (1972, p. 21) provides a simple distinction insiders are
the members of specified groups, collectives or occupants of specified
social statuses; outsiders are the non-members (cited in Bridges, 2009,
p. 107). However, increasingly this dichotomy has been challenged and
has given way to more complex understandings which speak of the
insider/outsider continuum in which the multifaceted nature of human
identity is recognised as constructed (Hall, 1996; Naples, 1996), and,
as Sen (2006, p. 215) argues, the plurality or multi-dimensional
character of identity is recognised--diverse diversities as opposed to
sectarian singularity.
Researcher positionality on the insider/outsider continuum
In the previous section we have discussed the more commonly
understood discourse surrounding the notion of what it means to be part
of the insider/outsider continuum. What we argue in this section is the
relationship between researcher positionality and their experiences
negotiating ethics in practice, particularly as it relates to working
with diverse rural communities.
Merton (1972, cited in, Hellawell, 2006, p. 484) defines the
insider as an individual who possesses a priori intimate knowledge of
the community and its members. There are various ways for a person to be
considered an insider. Apart from length of residence and degree of
participation in local community, Crow, Allan and Summers (2001) find
that a person's position in a community is shaped by social class
and employment status, household type, position in kinship network, age
and gender. Moreover, Moran (2007) suggests position is dependent on
knowledge cultures depicted in a range of cultural factors including
daily language use and behaviour. In line with perception that position
is differentiated according to characteristics, such as race, ethnicity,
religion, class, age and sex, Staples (2000) identifies that each
position has different opportunities and challenges with regard to
several factors: role and responsibility, knowledge and perception,
experience and interest, communication and cultural competence,
relationships and linkages, and legitimacy and trust.
The insider position of a researcher appears to be primarily
identified through cultural background, defined narrowly by ethnicity
and language. On this basis, this paper found two different research
contexts of insider positions. The first is a context in which the
researcher shares similar cultural background with research
participants, while the second is where the researcher who comes from a
different cultural background is able to recognise some commonality with
the research participant in order to be legitimate as having
'insider status'. As previously discussed, both positions are
heavily contested. In the following sections we illustrate the
increasing difficulty of the insider perspective by highlighting the
increasingly complexities of diverse communities in rural areas and the
ways in which we are able to establish the position of insider.
Race and ethnic diversity
'Race' as used in Australia is not synonymous with
'diversity', the latter of which in the Australian context
appears associated with a range of markers of difference including
ethnicity, cultural practices, age, socio-economic status and
residential location. In her commentary on multiculturalism in Australia
with specific reference to visible migrants Henry-Waring (2008) noted
the current climate is one in which the reality is based on assimilation
rather than integration and despite claims to the contrary, even if we
do assimilate, we remain marginalized. She claimed ... multicultural
life in Australia can never be fully realised or experienced--it remains
at best, merely an empty symbolic signifier which veils the
intrinsically racist nature of Australian society (p. 2).
Researchers exploring race and ethnic diversity have identified
ways to recognise the historic institutionalisation of racial and ethnic
discrimination (Delgado & Stefanic, 2001; Ford, 2012) and suggest
that race can be understood as a relational social construction that
mediates identity and lived experience (Haney Lopez, 1994). It is
recognised that structures of whiteness are the dominant norm. Arzubiaga
and colleagues (2008, p. 314) perceive culture as ubiquitous, dynamic
and as having historical roots, rather than as an exclusive possession
of certain groups in society.
We recognise that there are many forms of diversity at play in
Australia's rural communities; the literature searches focused on
ethnic diversity which is highly visible, in particular diversity
resulting from recent waves of immigration into rural communities. It is
readily acknowledged in the literature selected for review that the
experiences of new arrivals and new and emerging ethnic communities vary
significantly and have different socio-political histories, experiences
of formal and informal education, cultures, religions and languages.
'Visible' migrants include refugees from Iraq, Sudan, Somalia,
Eritrea, Afghanistan and tire Congo. The term 'visible migrants and
refugees' has been used by Millsom Henry-Waring (2008, 2012) in
recognition that skin colour is a key marker of difference. Other
visible markers include religion and language. Henry-Waring (2008) used
'visibility' to explore how migrants and refugees are defined
as different and to argue that visibility has differential impacts on
the educational experiences for migrants and refugees within rural
Australia.
In focusing specifically on new and emerging ethnic communities
within rural Australia it is understood that new arrivals, regardless of
their ethnicity, are highly visible also due to their population size.
It is also understood that regional resettlement programs and
requirements for international work visas mean that many of the people
new to rural Australia from overseas are separated from their families.
Further, it is acknowledged that while Australia's overall sex
ratio in 2011 was 98 males per 100 females, this ratio is not consistent
for groups within the overseas born population, for example there are
144 Nepalese born men for every 100 Nepalese born women and 49 Thai born
men for every 100 Thai born women (Australian Bureau of Statistics,
2013).
ETHICAL AND POSITIONAL DIMENSIONS TO RURAL EDUCATION RESEARCH
The literature reviewed above highlights the contested ways in
which the insider/outsider binary raises ethical considerations and
begins to explore how researchers might go about engaging in ethical
research no matter what their position. To date we have focussed on the
various ways in which rural communities are conceived alongside
discussion of consequences and understandings of place and space within
these communities. The discussion now focuses on conceptions of
insider/outsider continuums and on implications for ethics in practice
for researchers working with new and emerging ethnic groups within rural
communities. In focusing separately on insiderness and outsiderness we
are not intending to reproduce these as closed constructs but rather
draw attention to the essentialised elements of each as well has how
they interact and change over time.
When working in an Aboriginal community, Innes (2009) identified
that although being Indigenous, she also considered herself as an
outsider as she did not know the majority of the members of the
community involved in her study, and her status as a researcher, set her
apart from the participants. Similarly, O'Connor (2004) as a result
of her work with contemporary Irish immigrants, argued that although she
is a member of this ethnic group, the nature of insider position is
incomplete and unstable (p. 169). She found that her insider status was
challenged as she recognised the heterogeneity of the participants in
terms of geo-political, regional and religious origins. Adding to this
conversation, Victoria (2010) argued that as she revealed her
commonalities with participants such as ethnic background, native
language, and immigration experience, she encountered ethical dilemmas
during her research journey. On the one hand, sharing commonalities
confirmed her insider status but it drove her to become
'native' thus blurring her role as a researcher.
The experiences of peer and community researchers hired by
researchers who are outsiders also revealed difficulties with the
rigidity of the insider-outsider dichotomy (Ryan, Kofman, & Aaron,
2011). O'Connor (2004) and McAreavey and Das (2013) found that
hiring gate keepers to gain access to participants from target
communities can reduce the feeling of 'insiderness' among
these researchers. The challenge of diminishing insider status has also
been voiced by researchers who research their own community in their
home countries (Duku, 2007; Yakusho, Badiee, Mallory, & Wang, 2011).
Given the limitations associated with insider research, our
attention turned to the potential benefits of outsider positioning. Okin
(2005) and Bozalek (2011) contest the notion that only those with
intimate experience of social phenomena or culture can conduct ethically
sound research within their communities, and that in some instances
those external to a community or cultural group may be able to offer
valuable critique and uncover power relations or oppressive practice.
Bozalek (2011) also claims those located outside a culture are more
likely to assist with identification, interpretation and analysis of
practice if they first find out as much as they can from its members
about the culture and the meanings of its practices and differential
allocations of resources. Given this proviso, it is argued that
outsiders can potentially be better analysts of the relevant culture
than the members themselves.
Okin (1995) is cognisant of ethical concerns about outsiders
conducting research, particularly in vulnerable communities, but
justifies involvement of what she terms a 'committed outsider'
in the research process, claiming that these researchers are well
positioned to constructively critique any inegalitarian norms of a
culture they are observing. Likewise, Bozalek argues that while an
insiders marginalised status may give a more encompassing view of the
world in the research process than that possessed by those in a dominant
position, this is not always or necessarily the case (Bozalek, 2011, p.
472).
Bridges (2009, p. 105-107) identifies three educational contexts in
which the possibility and limitations of outsider understanding continue
to demand attention: 1) religious understanding (see Alexander &
McLaughlin, 2003); 2) ethnographic research, including classroom
research with Indigenous peoples, people with disabilities or people of
a different gender, sexuality or ethnicity from their own; and 3)
education for intercultural or international understanding. A key
critique of outsider research is that outsiders attempt to gain
possession of and take credit for insider understanding, raising
questions about the ethics and politics of outsider research (Bridges,
2009, p. 106). Conversely, Schutz (1944, 1967) suggests that outsider
status is attributed to those who lack an 'inherent' interest
in the community as well as those who try to be permanently accepted by
the group they are working with. This raises the question about the
purposes and aims of research and how we as researchers conceive of our
roles as researchers.
Researchers were found to negotiate issues associated with their
insider-outsider positionality in a variety of ways, depending on the
research contexts. Razavi (1992) cited in Bridges (2009) attends to the
difficulty of researchers asserting a binarised insider or outsider
positioning, noting that even those researchers working in communities
of which they are members cannot be clearly positioned as insiders as by
virtue of entering the community as a researcher they create distance
between themselves and participants.
Innes (2009) revealed that in order to gain credibility and trust
from members of the Aboriginal community members she was working with
she sought approval for her study from the Chief and Councillors. To get
trust from the wider community members, she built connection by
disclosing background information during a focus group discussion.
Although there was a feeling that people would still participate in the
study even without exposing her identity to the community, she noticed
that the participants' interest in her study increased and they
treated her differently, she referred to this as being seen as
'more than just a researcher' (Innes, 2009, p. 456).
Consequently, during data collection, the participants were more open,
which ascribed to her closeness to the participants as an advantage of
having insider status.
Similarly, O'Connor (2004) and McAreavey and Das (2013)
identified that insiderness status can be enhanced by being open to gate
keepers and participants. Both studies found that through disclosure of
personal information, researchers are able to recognise commonality that
they share with participants, such as sharing the same migration
experience with them (O'Connor, 2004); experience of tensions
caused by racism and negative attitudes toward migrants (McAreavey &
Das, 2013), and sharing of some characteristics, such as language and
culture, gender and power (McAreavey and Das, 2013). How this might
translate to educational research with pre-service teachers who are not
necessarily located with/in communities for lengths of times is
difficult to ascertain.
Ryan, Kofman and Aaron (2011) highlight ways in which the insider
position actually creates dilemmas. In one study, an issue of
confidentially arose as the participants became concerned about the
possibility of gossip which is potentially a consequence of the
visibility of the researcher in these spaces. In this case, the peer
researcher addressed the dilemma through distancing themselves front the
community organisation and claiming more of an outsider, professional
status ... to stress their university links (p. 55).
Researchers in the studies of Duku (2007) and Yakusho, Badiee,
Mallory and Wang (2011) observe that their insiderness became weak
during the research cycle as issues of power and cultural fluency were
exposed. In the case of Duku (2007), the researcher's insiderness
status was confirmed in die initial period as she shared cultural
knowledge and language with the target community reflected in several
signs of welcome, such as called by clan name, referred as 'my
child', and offered full hospitality. However, the insider status
is changed as an impact of engagement with theoretical social and
cultural assumptions, and social and personal interactions. In this
case, the researcher draws on theory that insider status is a social
historical constructions whose meanings are in flux (Eppley, 2006, cited
in Duku, 2007, p.6). Moreover, she became aware that her academic and
professional status as a researcher created power inequality. In this
case, participant resistance to calling her by her first name made her
wonder about the quality of her data collection. She also found that her
linguistic abilities did not translate into cultural fluency as she
underestimated the richness and diversity of the local native language
(Duku, 2009, p.8).
Similarly, all researchers in the study of Yakusho, Badiee, Mallory
and Wang (2011) report the development of outsiderness for researchers
who have returned to their communities after years living in other
countries. Dilemmas of coming home to research include feeling the need
to defend and refuse critics; difficulties saying 'no' to
requests; and difficulties accepting the home country's law/
regulations. To address these ethical dilemmas, they discovered the
appropriate time to disclose personal information, to set boundaries,
and to combine personal with professional activities. They also
recognised the need to identify their similarities and differences to
the community. In the case of Egharevba (2001), the researcher had an
ethnic background different to the participants and did not share the
same language and culture. In this study identifying commonality with
participants, specifically shared experiences of racism, enabled more
open dialogue.
Discussion about insiderness and outsiderness shows that
researcher's positionality is contestable and unstable. While the
range of studies shows the potential dilemmas of claiming a binarised
position, they also indicate the ways researchers have overcome ethical
concerns. An alternative approach is to conceptualise researcher
positioning from a non-dichotomy perspective, such as adopted by: Breen
(2007); Bridges (2009); Dwyer and Buckle (2009); Naples (1996); and
Webster and John (2010).
Naples (1996) observed that outsider-insider positions are not
static positions but are ever changing, shaped by the dynamic
relationships between race-ethnicity, gender and class relations. She
suggests, like others before her, employing the ethic of caring (Naples,
1996, p. 89-90) involving dialogue, emotion and empathy as a
methodological strategy to negotiate and renegotiate relationships with
community which we would argue challenges the more traditionally
conceived objective/scientific notions of research linked to more
quantitative understandings of methodology. Eppley (2006) also suggests
outsider-insider positions are not fixed or a dichotomy but shifting
positions situated within a continuum. She observed that insider and
outsider are socially constructed and entails a high level of fluidity
that further impacts a research situation (Eppley, 2006, p. 5). As a
researcher, reflecting an outsider position does not mean a researcher
has to give up insiderness status as both positions can be present
simultaneously.
Breen (2007) and Dwyer and Buckle (2009) argue that perspective of
dichotomy did not allow space for changing perspectives. On the
contrary, the non-dichotomy stance is based on the ideas of fluidity and
multilayered complexity of human experience (Dwyer & Buckle, 2009,
p.60). The basic principle for the non-dichotomy perspective is that
there is no self-understanding without other-understanding (Fay, 1996,
p. 241, cited in Dwyer & Buckle, 2009, p. 60). Dwyer and Buckle
(2009) draw on Aoki (1996) to suggest that insider and outsider can be
conjoined using a hyphen, representing a third space a space of paradox,
ambiguity, and ambivalence as well as conjunction and disjunction (p.
60).
Being in the space in between--the third space--a researcher is
able to gain a deeper knowledge of the experience under study and the
impacts beyond her/his role as a researcher. The disadvantage of having
the continuum perspective is 'a heightened sense of
vulnerability'. With the space in between a researcher cannot be
either an outsider forever or an absolute insider. Breen (2007) argues
that the continuum perspective enables her to gain the advantages of
both positions while minimising the disadvantages. Similarly, Bridges
(2009, p. 105) notes humans always hold both positions and combine
elements of the self which we share with our fellows and Razavi (1992,
cited in Bridges, 2001, p. 108) argues that researchers entering their
own community will always reflect a degree of outsiderness as a
researcher. Webster and John (2010, p.187) reconceptualise non-dichotomy
perspective using Vygotsky's concept of Zone of Proximal
Development (ZPD) as a collaborative learning space across cultures. Its
main principle is similar to the conceptualisation offered by Dwyer and
Buckle (2009) and includes recognition of the changing natures of
researcher and participants' roles. Called 'third
space'--a place of in-betweenness, it is described as a space all
participants could engage in a dialogue of key ethical concern (Webster
& John, 2010, p. 188).
The above discussion suggests that researcher positionality occurs
on a shifting continuum rather than as a fixed dichotomy position. The
purpose of examining positionality and how this influences
researchers' negotiations of ethics in practice was to identify
strengths-based approaches to conducting ethical research in diverse
rural communities. While the literature searches did not uncover
examples of rural research in which researchers made their positionality
explicit and linked this to ethics and their practice, they did make
clear a number of considerations fundamental to ethical practice in
diverse settings.
Bridges (2009, p. 120) suggests generic ethical considerations for
researchers as follows:
1) humility in acknowledging one's own lack of understanding;
2) respect for and sympathy with others' desire to construct
their own understanding of their lives and practice;
3) caution about importing external frameworks of understanding
which might be oppressive rather than emancipatory;
4) sensitivity in negotiating alternative and especially
threatening understandings;
5) wariness of the potentially exploitative nature of outsider
enquiry, especially commercial and professional academic enquiry; and
6) respect for other people's desire for privacy.
Moreover, Gonzalez, Gonzalez and Lincoln (2006, cited in Lincoln
& Gonzales, 2008) suggest five ways to decolonialise methodology and
research, such as: working with bilingual data; considering non-Western
cultural traditions, multiple perspectives in texts, multi-vocal and
multilingual texts; and attending to technical issues to ensure
accessibility. Drawing on Smith (1999), Chinn (2007) considers
decolonizing methodologies as:
... critical communication strategies that explicitly engage
participants in examining lives, society, and institutions that
challenge dominant perspectives through the lenses of marginalized
(traditional, local, Indigenous, sustainable) and dominant cultures
(capitalistic, consumer oriented) (p. 1254).
Chinn's methodology (2007, p. 1254) employs five methods
including indigenizing, connecting, writing, representing, and
discovering to inform research practice. In line with decolonising
methodology, Nicholls (2009, p. 124) proposes how outsiders can work
with Aboriginal and Torres Strait Islander communities through a
reflexive process of collaborative sense-making. She suggests that
researchers need to engage with reflexive evaluation of collective and
negotiated design, data collection and data analysis to consider
inter-personal and collective dynamics during the research process (p.
117). Bozalek (2011) regards Participatory Learning and Action which
enables researcher to acknowledge privileges and marginalisation through
encounter with difference, as appropriate for decolonising
methodologies. She suggests that it is important for researcher to
understand their positionality and to have both insider's and
outsider's position in interacting across differences.
Hernandez, Nguyen, Casanova, Suarez-Orozco and Saetermoe (2013)
provide suggestions on how research design and methodology have ethical
implications when researching immigrant communities. In the design stage
it is important to address the protection of participant identity and
their authentic experience through employing research with rather than
research about (p. 47). In regarding methodological decisions,
considerations have to be given to issues related to research question,
validity and sampling, and informed consent procedures. These
considerations appear to have resonance for research in ethnically
diverse rural settings, including schools, though the issue of working
with minors was largely overlooked. This requires attention by rural
educators and researchers.
CONCLUSION
In reviewing the literature at the intersection of rural ethics,
inclusive research and researchers' positionality, it became
apparent that there is a dearth of writing that makes explicit how
education researchers position themselves and their work in diverse
rural space. Further, the existing literature provides erratic
directions for how to plan and practice ethical education research in
Australia's ethnically diverse rural communities. It is only by
coupling contributions across disciplines and topics that we can begin
to build a sharper picture of what might constitute ethical practice in
these settings. We have been able to provide only brief glimpses into
approaches that have the potential to be applied to conducting education
research in ethnically diverse rural communities--limited space and the
authors' lack of familiarity with the language of the field
prohibited full engagement with all relevant concepts including
rurality, standpoint, reflexivity, relationality, race, whiteness and
race logics.
What has been gleaned through the current review is that many
academics from education, social science and the behaviour sciences have
contributed to a robust body of research on researcher positionality and
have started to connect the status of researchers on the
insider/outsider continuum to their research practice. We argue that in
combination, reflection on ethics in practice and consideration of the
insider/outside continuum has the potential to help position the
researcher and research, and to enable researchers to identify
appropriate parameters for how research is conducted in our culturally
diverse rural communities. However, these are not aspects that
practitioners are routinely forced to articulate through formal ethics
applications, at least not in a consistently robust fashion.
This literature base provides a foundation from which others
articulate broad conventions for 'practice-in-the-moment'. It
is apparent that principles of reflection, respect and understanding of
inter-cultural differences are relevant to research with ethnically
diverse rural communities. Disclosure of the social theory that informs
practice and analysis is also essential given that theoretical
frameworks coupled with the researchers' worldviews and lived
experience leaves a distinct stamp on research outputs. Moving forward,
we tentatively suggest the development of flexible frameworks for
education research in ethnically diverse rural communities that would
guide researchers through the research cycle. While this will not
address all the concerns raised in this review, it would place issues of
ethics, integrity, rurality and inclusivity on the education research
radar. In suggesting development of 'protocols' it is
important to note the words of caution stressed by Guillemin and Gillam
(2004) and Howley (2009) who see limited value in generic codes of
conduct for research practice in rural communities.
Regardless of the positionality of the researcher, it is apparent
that ethical research cannot be difference-blind, researchers need to be
sensitive to what is not said, rapport is critical, and high quality
research requires attentiveness to how participant and researcher values
and beliefs emerge through the research process. These are ideas
captured in part by the National Health and Medical Research
Council's Values and Ethics: Guidelines for Ethical Conduct in
Aboriginal and Torres Strait Islander Health Research (2003) and implied
in the National Statement on Ethical Conduct in Human Research (2007),
but which appear to require further attention to promote ethical
research in the rural communities in which visible minorities reside.
Acknowledgement
The authors wish to thank Michelle Ludecke for her contribution to
the literature review section of this paper.
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(1) For further exploration see White, S. and Corbett, M. (Eds).
2014.
(2) see also Chilisa, 2012 for discussion of decolonisation of
Western research methodologies
Table 1: Literature review: Papers retained for analysis
Key words Number of
articles
Ethics 9
Researcher positionality 17
Conceptual works 4
Total 30
Table 2: Literature review: Papers on researcher positionality
retained for analysis by sub-category
Contexts Articles
Researcher positions and negotiations
1. Insider/outsider Crow et al., 2001; Duku, 2007;
dichotomy -13 Egharevba, 2001; Innes, 2009;
McAreavey & Das, 2013; Moran,
2007; Victoria, 2011, Bozalek,
2011, Staples, 2000; O'Connor,
2004; Ryan, Kofman & Aaron,
2011; Yakusho, Badiee, Mallory
& Wang, 2011; Hellawell, 2006.
2. Insider/outsider Bridges, 2009; Webster, 2010;
continuum--4 Dwyer & Buckle, 2009; Breen,
2007.