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Distance education and industrial production:
a comparative interpretation in outline (1967)
by Otto Peters
Peters' first theoretical analysis of distance education was published as a 45-page monograph in 1967
entitled Das Fernstudium an Universitaten und Hochschulen: didaktische Struktur und vergleichende lnterpretation: ein Beitrag zur Theorie der Fernlehre (Distance education at universities and higher education institutions: didactical structure and comparative analysis - a contribution to the theory of distance teaching). The second half of this monograph is translated here and is also to be found in D. Sewart,
D. Keegan and B. Holmberg (eds) (1983) Distance Education:
International Perspectives, London and New York: Croom Helm
Routledge, pp. 95-113.
INTRODUCTION
The more one attempts to grasp and explain the phenomenon of
distance teaching, and especially the more one tries to identify
the particular educational opportunities distinguishing this form of
teaching from other forms of imparting academic knowledge, the
clearer it becomes that the conventional range of educational terminology is not sufficiently comprehensive. Distance study represents facts new to education in several aspects. Compared with other
forms of study it was novel in the form in which it made its first
breakthrough over ninety years ago. With even greater justification
it can be called novel in its present form in which it is currently
spreading throughout the world, contributing towards the discovery
of the educational opportunities provided by the modern media,
such as radio and television. It is, above all, novel and pointing
towards the future when it makes use of electronic data-processing
equipment and wide-band cable transmission techniques. It is no
coincidence that university study at a distance, in its early form of
correspondence teaching, began its development only about 130
years ago, as it requires conditions that only existed from then on.
One necessity, for example, is a relatively fast and regular postal and
transport service. The first railway lines and the first correspondence
schools were established around the same time. When one further
realizes how much technical support distance teaching establishments need nowadays in order to cater effectively for large groups
of students, it becomes clear that distance study is a form of study
complementary to our industrial and technological age. Lectures,
seminars and practice sessions, on the other hand, have developed
from forms of teaching derived from ancient rhetoric and were
practised at medieval universities; the colloquium originates from
the dialogic teaching methods of the humanistic era (Hausmann
1959:153). These forms of teaching have changed little in their basic
structure since the beginning of the nineteenth century. They proved
almost completely resistant to combination with technical support
facilities. In this context they can therefore be described as preindustrial forms of study.
On account of these differences, distance study can only be
described and analysed to a limited extent using traditional educational terms.
They are not wholly adequate for this new form of
study. This is understandable in so far as these terms developed
from pre-industrial forms of teaching. If one applies them to distance
study one will think in conventional concepts. To emphasize the
point, one looks at a new form of study from an old perspective and
has one's view of the essential structural characteristics distorted.
Industrialization is the symbol of a new epoch in the development
of man fundamentally different from all previous epochs. It is without
example in history, above all, on account of the basic changes
in most spheres of human existence. Academic teaching alone seems
to have remained largely unscathed by industrialization - with the
exception of distance study, for this form of study is remarkably
consistent with the principles and tendencies of industrialization.
For this reason, experimentally, structural elements, concepts and
principles derived from the theories of industrial production are
used here to interpret the distance study phenomenon. This does
not mean that the teaching and learning processes occurring in
distance study are equated with processes in industrial production.
The comparison is purely heuristic.
A comparison of this kind between a form of teaching and processes from
another sphere of life is legitimate and not without
example in the history of educational theory. Amos Comenius, the
'founder and virtuoso of the method of parallel comparison'
(Hausmann 1959: 68) in his Didactica Magna, for example, compared
the 'art of teaching' in unusual detail with the art of printing,
also a technical process. Theodor Litt identified the nature of pedagogic
thinking by comparing it with artistic creativity, technology
and the processes of growth (Litt 1958: 83). In the sixties, experiments
were carried out which tried to explain the teaching and
learning processes using the technical model of the feedback control
system, in order to find approaches to a 'cybernetic pedagogy'
(Frank 1965). Most impressive, however, was the achievement of
Gottfried Hausmann who, in 1959, condensed the analogy between
the dramatic arts and education into a 'dramaturgy of teaching'. In
it he interprets the educational structure of teaching and learning
processes in detail using the terms and principles of the dramatic
art in the theatre. Paul Heimann saw the merit of this comprehensive
and detailed comparison in the possibility that 'it might give rise to
a complete revision of our teaching and learning models' (Heimann
1962: 421).
Furthermore, it may not be without significance for this planned
interpretation that for another important aspect of university or
college work, namely research, comparisons with the production
process already exist. In 1919, Max Weber defined structural
similarities between research institutes and capitalistic organizations
(Weber 1951: 566) and, in 1924, Helmut Plessner pointed out that
the 'mechanization, methodization and depersonalization of the
manufacturing process equally dominate the production of economic
as well as cultural goods' (Plessner 1924: 407). The following comparison
between distance study and the industrial production process
will prove similar consistencies.
From the start, distance study has a special relationship with the
industrial production process in so far as the production of study
materials in itself is an industrial process built into the whole teaching
process as a constituent part, quite unlike the production of
textbooks, for example. In the case of commercial distance teaching
establishments the further question of selling the printed or otherwise
duplicated study units adds calculations of applied economics
to the teaching process. Even the distance teaching departments of
government-financed universities are not entirely free from these
considerations. It would be interesting to examine how far these facts
have already influenced the structure of distance teaching.
In order to facilitate the discovery of further relationships
between distance teaching and the production process, the following
structural changes - essentially brought about by industrialization in
the development of the production of goods should be noted:
- According to the principle of rationalization, individual work as
was traditional in the craftsmen's trades changes at an early stage
to a production based on the division of labour (e.g., in factories),
and this later leads to the development of assembly lines and mass production.
- Work processes initially characterized by the use of tools are
increasingly restructured by mechanization and, later, automation.
- In detail, these changes lead to the following results:
- The preparatory phase becomes increasingly important.
- Success depends, among other things, on systematic planning
and organization. Scientific measures of control are needed.
- Work processes must be formalized and products standardized.
- The production process is objectified.
- Each developmental step towards increased mechanization
leads to changes in the function of those involved in the production process.
- Small concerns are no longer able to raise the investment
needed for developmental work and technical equipment. A
strong tendency towards concentration and centralization
becomes noticeable.
The terms used in business studies to describe these facts will be
outlined briefly and - where possible - applied to distance teaching.
By rationalization we mean all 'methodical' (that is, rationally
guided) 'measures' with the purpose of achieving 'output with a
comparatively (compared to earlier situations) lower input of power,
time and money'. Scientific discoveries should 'be evaluated for
practical use in such a way as to achieve the best possible results in
view of the continually necessary development and redevelopment
of economic and technical processes' (Seischab and Schwantag 1960:
col. 4530).
Applied to the practical example of the production process this
means that 'the entire production line, from raw material to end
product, is carefully analysed to allow each single work process to
be planned so as to make the most effective contribution possible
towards achieving clearly formulated business tasks (Buckingham
1963: 24).
Georges Friedmann emphasizes that this is a dynamic process
aiming at continuous improvement in quality through 'continuous
progress in the study of materials, accuracy and precision'
(Friedmann 1952: 203). Rationalization of this type has only started
to develop with increasing industrialization at the end of the nineteenth
century (Seischab and Schwantag 1960: col. 4531).
Management science holds that the reason for the considerable
obstacles to rationalization lies in human nature itself, because
'human inadequacy inhibits the motivation to gain unprejudiced
views and the willingness to act according to rational convictions'
(Seischab and Schwantag 1960: col. 4530). Further obstacles are
considered to be tradition, convention, habits and fashion.
In education, a rationalizing way of thinking is nothing new. In a
general form, it influences the reasoning for numerous educational
decisions. For example, the introduction of lectures to larger groups
of students, the use of printed books and the specialization of university
lecturers were considerable steps towards the rationalization of
the academic teaching process. Every university teacher will, when
planning a lecture, choose those subjects that will best help him or
her to fulfil the purpose of that particular lecture. In distance teaching,
however, ways of thinking, attitudes and procedures can be
found which only established themselves in the wake of an increased
rationalization in the industrialization of production processes. The
characteristic details are, among others, as follows:
- In distance study the teaching process is based on the division of
labour and detached from the person of the university lecturer. It
is therefore independent from a subjectively determined teaching
situation, thus eliminating part of the earlier mentioned obstacles
to rationalization. The division of labour and the objectification
of the teaching process allow each work process to be planned in
such a way that clearly formulated teaching objectives are
achieved in the most effective manner. Specialists may be
responsible for a limited area in each phase.
- The use of technical equipment (duplicating machines, organization systems,
transporting devices) makes it possible to convey
the knowledge, ability and teaching skills of a university lecturer,
by means of the detached objectivity of a distance study course
of constant quality, to a theoretically unlimited number of
students. The rationalization effect of mass production becomes
apparent here.
- The rigorous application of organizational principles and means
saves teachers as well as students unnecessary effort.
- At some of the newer distance teaching establishments, modern
means of technical support, such as film, television and electronic
data-processing installations, have replaced teaching staff in certain areas
of their work, in particular, in the fields of giving information and assessing performance.
- Students work through a course which has been tested prior to
going to print. This prevents misunderstandings and stops students
from going in the wrong direction.
- The quality of a distance study course can be improved, because
its effectiveness can be monitored at any time by scientific
methods.
If the number of students required in a society outgrows the number
of university teachers available, rational thinking should be able to
find ways and means of changing teaching methods in such a way
that the teaching resources of the university teachers available are
used to the best effect, quantitatively as well as qualitatively.
Distance study can be regarded as a result of such endeavours.
The division of labour has played an important role in the sociological
theories of the last 100 years (Durkheim: 1986; Schmoller: 1985).
Applied to the production process it means that the work is split in
the sense of 'dividing one complete work process into a number of
elementary procedures' (Konig 1958: 27), as described by Adam
Smith at an early stage (Smith 1776). With an extensive division of
labour 'training periods become shorter, more people are able to
carry out the work and wages can be lowered (Konig 1958: 27).
A result of the advanced division of labour is increased specialization.
The following statement, by Adam Smith in 1776, applies to
everyone involved in a production process where a division of labour
exists:
"Men are much more likely to discover easier and readier methods
of attaining any object, when the whole attention of their minds
is directed towards that single object than when it is dissipated
among a great variety of things. It is naturally to be expected
therefore that some one or other of those who are employed in
each particular branch of labour should soon find out easier
and readier methods of performing their own particular work,
whenever the nature of it admits of such improvement (Smith
1963: 110)."
Just as the division of labour is a precondition for the mechanization
of work processes and for industrialization as a whole, it has
made university study at a distance possible. The division of labour
is the main prerequisite for the advantages of this new form of
teaching to become effective. The principle of the division of labour
is thus a constituent element of distance teaching.
The 'complete work process', which is split in distance teaching
consists of the teaching activity of the university lecturer: namely
the entirety of the measures he takes in order to initiate and guide
learning processes in students. Initially, the two basic functions of
the university teacher, that of conveying information and that
of counselling, were allocated as separate responsibilities in distance
teaching departments of universities or colleges Both functions
above all however that of transmitting information, are now even
further divided. If, for example, the number of students enrolled on
a distance study course is high, regular assessment of performance
is not carried out by those academics who developed the course.
The recording of results is the responsibility of yet another unit;
and the development of the course itself is divided into numerous
phases, in each of which experts in particular fields are active.
This specialization may bring the following advantages:
- Materials required for the development of the distance study
course can be assembled by leading experts in the specialist fields
concerned.
- Having completed the manuscript, the author can then be freed
from the time-consuming processes of exact source references
and of lecturing.
- Educationists and experienced practitioners of distance teaching
are able to revise the manuscripts of study units in order to make
the planned teaching process more effective.
- Colleagues from the 'academic middle tier' may be involved in
the correction of exercises carried out by students. There are
cases where even senior students have taken over such tasks,
especially where they are concentrating on marking the exercises
from a limited number of correspondence units. As in the industrial
manufacturing process, the level of previous training may be
lower on account of the division of labour and, as there, 'more
people are able to carry out the work'. Since with extensive
specialization of this type the number of scripts one university
teacher is able to mark may be much higher, this process is also
cheaper.
Mechanization means the use of machines in a work process
(Buckingham 1963: 17). These machines replace the work done by
the muscles of men or animals. In part they even take over elements
of brain work. There are varying degrees of mechanization. The
pre-industrial stage is characterized mainly by craftwork making use
of tools. The first level of industrialization was reached with the
use of 'dependent machines'. The second level of industrialization
led to mass production as a result of the use of 'semi-independent
machines' and assembly lines. Finally, the third level of industrialization
is characterized by the spread of automation (with automatic
control or feedback). The changes occurring at each level are so
great that, in this context, one author has spoken about a first,
second and third technical or industrial revolution (Buckingham
1963: 17).
In order to stay with this analogy, distance study could be ascribed
to the industrial levels, as it cannot take place without the use of
machines. Duplicating machines and transport systems are
prerequisites and later forms of distance teaching have the
additional facilities of modern means of communication and
electronic data-processing installations
In contrast, when considering the framework of conventional
study, one cannot help thinking that its forms of teaching belong to
the pre-industrial level. There the university teacher is comparable
to a craftsman as he uses 'tools' (pictures, objects books), without
these changing the structure of the teaching process to any considerable degree.
Buckingham referred to the importance of the assembly-line
principle in connection with the use of machines. Both these factors,
among others, had made mass production possible (Buckingham
1963: 20). Assembly-line work is characterized by the fact that the
worker remains at his place of work whilst the workpieces travel
past him.
The formal similarity between distance teaching and the production
process becomes particularly noticeable here. In the development
of the distance study course the manuscript is passed from
one area of responsibility to another and specific changes are made
at each stage. The study units are printed on a large scale, stored,
sent to the distance learner, who completes them, sent to the script
marker who checks the work, and finally submitted to the administration,
where the performance of the distance learner and the
effort of the script marker (to calculate fees) are recorded. The
rationalization effect achieved by the fact that many university
teachers and thousands of students do not have to meet in one
place in order to participate in teaching events is at least the same
as that which a car manufacturer tries to achieve when, instead of
sending the worker to the vehicle to be built, he transports the
necessary parts to the worker. In both cases - the production process
as well as distance teaching - time, energy and money are saved.
In modern sociology the term 'mass trend' has rid itself of its
negative cultural connotation, making it a largely neutral expression
(Konig 1958:171). Mass trend nowadays merely denotes a structural
characteristic of an advanced industrial society and indicates 'that
in a pure consumer society such as ours the rise in the standard of
living is due purely to the fact that industry produces certain consumer
goods and commodities in large quantities, thus making them
generally accessible' (Konig 1958:171).
Mass production is by its nature only possible where there is a
sufficiently large 'mass of consumers'. This, in turn, requires an
efficient transport system providing a connection between producer
and consumer who, as is typical in today's system, are geographically
distant. In order to work profitably, producers need to research
consumer requirements and find standards acceptable to all consumers
for their products They must continually improve their
goods (aim at perfection), as each shortcoming is multiplied by the
number of items produced.
If one equally rids the term 'consumer' of its negative cultural
connotation, one can speak of the student as a 'consumer of
academic education'. Quite obviously, 'demand' outstrips 'supply' at
universities and colleges, and this had led to the large-scale operation
at our universities and colleges As traditional forms of academic
teaching originally envisaged small groups of students and
today's practice of applying methods designed for small groups to
large groups must be seen as a perversion of an educational concept
(for example, lecture rooms with loudspeaker connection), one can
understand it if various governments see distance teaching, on
account of its similarity with the mass-production process as a
means of providing very large groups of students more adequately
with academic teaching than conventional methods would allow.
Indeed, the multiplication effect achieved by technology and the
postal delivery system means that the university teacher and the
distance learner - like producer and consumer - no longer need to
live in the same geographical location.
From an economic point of view, the production of distance study
courses represents mass production. Apart from reasons of profitability,
the large number of courses produced forces distance teaching
organizations to analyse the requirements of potential distance
learners far more carefully than in conventional teaching and to
improve the quality of the courses. For example, in the USSR the
Public Accounts Authority complained at one time that too many
students dropped out of distance study, and it is suspected that this
might have been the reason that led to an examination of the study
materials. Most American distance study courses are revised and
re-issued at regular intervals (every one to four years). As American
universities charge fees to cover the greatest part of the budget
allocated to distance teaching departments the quality of distance
study courses must not be allowed to deteriorate. When, on account
of mass production, the University of California has more distance
study courses to offer than there is demand for them, it occasionally
places advertisements for students in newspapers
Statistics prove that the number of graduates in areas without a
university is lower than in areas near universities. It is possible that,
according to the principle of mass production, distance teaching will
one day equalize the opportunities to study, just as industrial mass
production has assirnilated consumer patterns in town and country.
Analogous to the increase in the standard of living, this would make
a general increase in the level of education possible, which might
not otherwise have been achieved.
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